carto user guide

User Guide

CARTOVersion 2.0

Cybectec inc.8165, rue du Mistral, bureau 100

Charny (Québec)

Canada

G6X 3R8

Tel.: (418) 832-0097

Fax: (418) 832-5582

EMAIL: [email protected]

http://www.cybectec.com

Manual and software Copyright © 1996-1999 by Cybectec inc.

GUI-00072-00022 T, Rev. 6.0

REVISIONS

Version Date Author Comments

1.0 30/09/96 Jacques Benoit Original version.

2.0 17/11/99 Eric Bussières Editing tube groups, diagonal tube numbering.

CARTO User Guide Table of Contents • i

Table of Contents

Introduction 1Welcome ................................................................................................................................... 1CARTO features ....................................................................................................................... 2CARTO Software License Agreement ...................................................................................... 3Installing CARTO..................................................................................................................... 4

System requirements ................................................................................................... 4Installing the program on Windows 95 or Windows NT 4.0 ...................................... 5Selecting the destination directory.............................................................................. 5Enabling the operator mode........................................................................................ 6

The software key....................................................................................................................... 7The CARTO operating modes .................................................................................... 7Enabling the software key........................................................................................... 8

Setting program options ............................................................................................................ 9Technical support.................................................................................................................... 11Contents of User Guide........................................................................................................... 12

Overview 13The inspection cycle................................................................................................................ 13Creating the tubesheet ............................................................................................................. 15

The inspection database............................................................................................ 15The tubesheet editor.................................................................................................. 16Tube properties......................................................................................................... 17

Selecting tubes to inspect ........................................................................................................ 18Marking tubes for inspection .................................................................................... 18Selecting tubes by criteria......................................................................................... 18Using the tube list view............................................................................................. 19Exporting the tube list............................................................................................... 19

Importing inspection results .................................................................................................... 20Inspection history...................................................................................................... 20

Analyzing inspection results ................................................................................................... 21Locating defects........................................................................................................ 21The Results List view................................................................................................ 21The inspection filter.................................................................................................. 21

Producing inspection reports................................................................................................... 22Conclusion .............................................................................................................................. 22

The Inspection Database 23Overview................................................................................................................................. 23Database contents.................................................................................................................... 24

ii • Table of Contents CARTO User Guide

Creating a new database file ....................................................................................................25Using single or multiple database..............................................................................25

Opening a database file ...........................................................................................................26Opening the most recently used database files ..........................................................26Selecting the default database ...................................................................................26

Managing the database records................................................................................................27The client record .......................................................................................................27The site record...........................................................................................................28The heat exchanger record ........................................................................................29The section record.....................................................................................................30

Selecting and copying heat exchanger sections .......................................................................33Using the Exchanger command.................................................................................33Using the database contents view..............................................................................33Copying heat exchanger sections ..............................................................................34Opening multiple database files ................................................................................34Opening multiple windows for the same database file ..............................................34

Compacting a database ............................................................................................................35

Editing Tubesheets 37Overview .................................................................................................................................37The drawing grid .....................................................................................................................38

The square grid .........................................................................................................38The triangular grid ....................................................................................................38

The tubesheet editor ................................................................................................................39The tubesheet display................................................................................................39Modifying the grid ....................................................................................................40Creating tubes ...........................................................................................................40Selecting tubes ..........................................................................................................41Moving selected tubes...............................................................................................41Copying tubes............................................................................................................41Flipping and rotating tubes........................................................................................42Deleting tubes ...........................................................................................................42Plugging tubes...........................................................................................................42Locking a tool for successive operations...................................................................42Updating the database ...............................................................................................43

Grouping tubes together ..........................................................................................................44Creating a group........................................................................................................44Positioning a group ...................................................................................................44Ungrouping a group ..................................................................................................45Adding tubes to a group ............................................................................................45Combining two groups ..............................................................................................45Numbering the tubes .................................................................................................45

Adding feature and result codes ..............................................................................................46The User Codes Editor..............................................................................................46

Setting tube properties.............................................................................................................48The tube property editor............................................................................................48The tube number .......................................................................................................49The tube's physical attributes ....................................................................................49The actions to perform ..............................................................................................50Monitoring the Inspection .........................................................................................50

CARTO User Guide Table of Contents • iii

Setting tube numbers............................................................................................................... 51Automatic numbering ............................................................................................... 51Manual numbering.................................................................................................... 51The Renumber command.......................................................................................... 52

Printing tube numbers ............................................................................................................. 54Specifying the numbers to be printed........................................................................ 54

Setting the tube display style................................................................................................... 55The standard tubesheet views ................................................................................... 55The Display Style Editor........................................................................................... 55How CARTO uses the display states ........................................................................ 56Adding states to a view............................................................................................. 57The available display states ...................................................................................... 58Defect ranges ............................................................................................................ 58

Inspecting Tubes 61Overview................................................................................................................................. 61Selecting tubes to inspect or plug............................................................................................ 62

The Inspection Planning view................................................................................... 62Marking tubes for inspection .................................................................................... 62Marking tubes for plugging ...................................................................................... 62

Selecting tubes by criteria ....................................................................................................... 63Selecting by defect size............................................................................................. 63Selecting by attribute ................................................................................................ 64Selecting by inspection ............................................................................................. 64Selecting by geometry............................................................................................... 64Selecting by pattern .................................................................................................. 65Selecting randomly ................................................................................................... 66

Viewing more data .................................................................................................................. 67The Tube List view................................................................................................... 67

Exporting the tube list ............................................................................................................. 68The inspection list properties.................................................................................... 68The inspection file properties ................................................................................... 69

Monitoring the inspection ....................................................................................................... 70

Inspection Results 71Overview................................................................................................................................. 71Importing inspection results .................................................................................................... 72

Selecting the inspection results file........................................................................... 72The inspection context .............................................................................................. 73The inspection properties.......................................................................................... 74Processing the inspection results .............................................................................. 75The inspection statistics ............................................................................................ 76

Viewing the results.................................................................................................................. 77The Result Analysis view ......................................................................................... 77The Results List View............................................................................................... 78The inspection filter.................................................................................................. 78

Analyzing the results............................................................................................................... 80Creating custom display styles.................................................................................. 80Selecting tubes according to the defect size.............................................................. 80Counting tubes .......................................................................................................... 80

iv • Table of Contents CARTO User Guide

Using multiple tubesheet views.................................................................................80The heat exchanger statistics.....................................................................................81

Managing the inspections ........................................................................................................82Importing from a text file ........................................................................................................83

Text file format .........................................................................................................83Creating the file with Microsoft Excel ......................................................................84Importing the results..................................................................................................84

Reports 85Overview .................................................................................................................................85Printing tubesheet maps...........................................................................................................86Printing inspection reports.......................................................................................................87

The report generator..................................................................................................87The Heat Exchanger Status report.............................................................................88The Heat Exchanger Status chart ..............................................................................88The Inspection Summary report ................................................................................88The List of Inspected Tubes report ...........................................................................88The Tube Inspection Results report ..........................................................................89

Customizing Report Footers ....................................................................................................89Creating Custom Reports.........................................................................................................89

Reference 91Overview .................................................................................................................................91The FILE Menu.......................................................................................................................91

Change Password ......................................................................................................91Close .........................................................................................................................91Compact Database.....................................................................................................91Exit............................................................................................................................91Export........................................................................................................................91Import........................................................................................................................92New Database ...........................................................................................................92Open Database ..........................................................................................................92Options......................................................................................................................92Print...........................................................................................................................92Print Preview.............................................................................................................92Print Setup.................................................................................................................92Revert........................................................................................................................92Save...........................................................................................................................92Software Key.............................................................................................................93Supervisor Mode.......................................................................................................93

The EDIT Menu ......................................................................................................................94Copy..........................................................................................................................94Cut.............................................................................................................................94Delete ........................................................................................................................94Exchanger..................................................................................................................94Group tubes...............................................................................................................94Inspection..................................................................................................................94Paste ..........................................................................................................................94Properties ..................................................................................................................94Select All...................................................................................................................95

CARTO User Guide Table of Contents • v

Select Special............................................................................................................ 95Undo ......................................................................................................................... 95

The VIEW Menu .................................................................................................................... 96Application Toolbar.................................................................................................. 96Database Contents .................................................................................................... 96Display Inspections................................................................................................... 96Editor Toolbar .......................................................................................................... 96Inspection Filter ........................................................................................................ 96Grid........................................................................................................................... 96Inlet........................................................................................................................... 96Inspection Planning .................................................................................................. 96Outlet ........................................................................................................................ 96Result Analysis ......................................................................................................... 97Results List ............................................................................................................... 97Status Bar.................................................................................................................. 97Tube List................................................................................................................... 97Tubesheet Editor....................................................................................................... 97Zoom......................................................................................................................... 97

The TUBES Menu .................................................................................................................. 98Do Not Inspect.......................................................................................................... 98Do Not Plug.............................................................................................................. 98To Inspect ................................................................................................................. 98To Plug ..................................................................................................................... 98

The REPORTS Menu ............................................................................................................. 99Heat Exchanger Status .............................................................................................. 99Inspection Summary ................................................................................................. 99List of Inspected Tubes............................................................................................. 99Status Chart............................................................................................................... 99Tube Inspection Results............................................................................................ 99

The TOOLS Menu ................................................................................................................ 100Check Tube Numbers ............................................................................................. 100Delete Column ........................................................................................................ 100Delete Line ............................................................................................................. 100Display Style Editor................................................................................................ 100Flip Horizontal........................................................................................................ 100Flip Vertical............................................................................................................ 100Insert Column ......................................................................................................... 100Insert Line............................................................................................................... 100Insert Tube.............................................................................................................. 100Line......................................................................................................................... 101Rectangular Fill ...................................................................................................... 101Renumber................................................................................................................ 101Rotate...................................................................................................................... 101Software Key .......................................................................................................... 101Tube numbers to be printed .................................................................................... 101User Codes Editor................................................................................................... 101

The PANES Menu ................................................................................................................ 102Delete...................................................................................................................... 102Split Horizontal....................................................................................................... 102Split Vertical........................................................................................................... 102

The WINDOW Menu ........................................................................................................... 103

vi • Table of Contents CARTO User Guide

Arrange Icons..........................................................................................................103Cascade ...................................................................................................................103New Window ..........................................................................................................103Tile ..........................................................................................................................103

The HELP Menu ...................................................................................................................104About CARTO ........................................................................................................104Contents ..................................................................................................................104

Simulating an Inspection 105Overview ...............................................................................................................................105Setting Up the CARTO.INI File............................................................................................105Importing the Results.............................................................................................................105Disabling the Simulation .......................................................................................................106

CARTO User Guide Introduction • 1

Introduction

WelcomeWelcome to CARTO.

In this first chapter, we will provide you with the basic information necessaryto install CARTO and use it to plan your heat exchanger inspections.

Since CARTO has been specially designed to provide an intuitive approachto managing heat exchanger inspection data, you will probably find that mostoperations can be easily performed without consulting this user’s guide.However, you should at least read the overview chapter in order to betterunderstand the program design philosophy.

This chapter consists of the following sections:

• CARTO Features

• Installing CARTO

• The software key

• Setting program options

• Chapter descriptions

2 • Introduction CARTO User Guide

CARTO featuresCARTO is a software program designed to assist in the management of heatexchanger inspections. The program provides a complete set of tools whichassist you in performing the following functions:

• Create and manage a database of clients and heat exchangers

• Create and edit heat exchanger tubesheet maps

• Select tubes for inspection according to easily specified criteria

• Create tube inspection lists for your MultiView inspection system

• Import and store tube inspection results

• Analyze and display tube inspection results

• Produce reports

When combined with the R/D Tech MultiView inspection system, CARTOprovides a completely integrated heat exchanger inspection system withsophisticated planning and reporting capabilities.


CARTO Software License Agreement

By installing, copying, or otherwise using this program, you agree to be bound by the terms of thislicense. If you do not agree to the terms of this license, do not install or use the program; you may,however, return it to your place of purchase for a full refund.Your right to use the program and the documentation is limited to the terms and conditions herein.Cybectec inc. grants you a license to use the enclosed program (the "Software") according to the terms andconditions herein. This license agreement permits a single user to use the Software at any one time. Youmay install the Software on individual computers or on a network or file server as long as only one usercan run the program at any given time.You shall not: (1) modify, translate, reverse engineer, decompile or disassemble the Software; (2) rent,lease or grant sublicenses or other rights to the program; (3) remove any proprietary notices, labels ormarks from the software or documentation; (4) utilize any computer hardware or software designed todefeat the hardware copy protection device.Both the Software and its associated manual are owned by Cybectec inc. and are protected underapplicable copyright laws.Cybectec inc. warrants that the Software will perform substantially in accordance with the accompanyingwritten materials. Cybectec inc. does not warrant that the operation of the software will be uninterrupted orerror-free.Cybectec inc. also warrants that the media on which the program is recorded will be free from defects inmaterials and workmanship under normal use for a period of 90 days from the date of purchase asevidenced by a copy of your receipt.The entire liability of Cybectec inc. and your exclusive remedy under this limited warranty shall be, atCybectec inc.'s option, to attempt to correct or work around errors, to replace the media or to refund thepurchase price and terminate this agreement.Except for the above express limited warranties, Cybectec inc. makes and you receive no warranties,express or implied and Cybectec inc. specifically disclaims any other warranty including the impliedwarranty of merchantability or fitness for a particular purpose. In no event shall Cybectec inc.be liable forincidental or consequential damages, including but not limited to loss of use, loss of revenues or profit, lossof data or data being rendered inaccurate, or losses sustained by third parties even if Cybectec inc. hasbeen advised of the possibilities of such damages.This license agreement shall be governed by the laws of the province of Québec, Canada.


Charny (Québec)

Canada

G6X 3R8

Tel.: (418) 832-0097

Fax: (418) 832-5582

EMAIL: [email protected]

Internet:http://www.cybectec.com


Installing CARTOIn this section, we describe the system requirements for running CARTO, theprogram installation, and the integration with the MultiView inspectionsystem.

System requirementsCARTO requires a PC-compatible computer running Windows 95 orWindows NT 4.0 or a more recent operating system. The computer should atleast meet the recommended hardware configuration for the selectedoperating system.

• 8 megabytes of RAM (minimum) for Windows 95• 16 megabytes of RAM (minimum) for Windows NT• 386 or higher processor• 5 megabytes (minimum) of free disk space• VGA or higher resolution graphics capabilities

The program provides printed reports using the standard Windows interface.Color printing is available using any color printer supported by Windows.

CARTO is a modern program that uses 32-bit technology and will performbetter with more memory. We recommend installing additional RAMmemory, especially if you manage complex heat exchangers containingthousands of tubes.

Note: CARTO is designed to be run with version 3.5B3, or a later version, ofthe MultiView inspection system. If you are not using an appropriate versionof MultiView, CARTO will be unable to read inspection results andMultiView will be unable to process inspection lists. Contact your R/D Techdistributor to obtain the most recent version of MultiView.


Installing the program on Windows 95 or Windows NT4.0To install the program on a Windows 95 or Windows NT 4.0 system, followthe steps below:

1. Insert Disk 1 of the distribution disk set into the floppy disk drive(A: drive).

2. Click the Add/Remove Programs icon in the Control Panel window.

- or -

From the Start menu choose Run and type the following commandline:

A:\SETUP

- or -

From the Windows Explorer, open the drive containing Disk 1 anddouble click on the file SETUP.EXE.

3. Continue with the installation procedure as explained in thefollowing sections.

Selecting the destination directoryThe installation program will ask you to select the CARTO destinationdirectory.

By default, CARTO is installed in the following directory:

C:\CARTO

However, if you are currently using the MultiView inspection system orintend to use it, we suggest that you install CARTO under the same path atthe following destination:

C:\RDTECH\CARTO

You can use the Browse control in the setup window to enter the destinationdirectory.

In the same manner, the program will offer to create a CARTO programgroup. If you have MultiView, you should install CARTO in the R/D Techprogram group.


Enabling the operator modeCARTO can be installed to provide two modes of access :

• The supervisor mode provides access to all program functions andis the default installation mode.

• The operator mode provides complete inspection planning andresult entry capabilities while disabling all tubesheet and databaseedition functions.

If you enable the operator mode option, CARTO will run with all the editionfunctions initially disabled. Whenever you need to edit the tubesheet or tubeproperties, you will have to enter the supervisor password.

The first time you start the program, you will be asked to provide the initialsupervisor password. This password can then be changed at any time.However, if you forget the supervisor password, you will have to reinstall theprogram. This can be done without losing any existing data.


The software keyCARTO requires an external software key connected to the computer parallelprinter port in order to enable all program functions.

If you are currently using an R/D Tech product such as MultiView orTomoView, you do not need to add an additional key. However, your keymust be enabled for the CARTO program if you want access to all functions.

If you intend to use the CARTO program alone, an enabled software key willbe provided by your distributor.

If no key is installed or if the key is not enabled, the program operates indemonstration mode only.

The CARTO operating modesCARTO provides three modes of operation:

In full mode, all program functions are available.

In light mode, all the inspection functions are available but the reportprinting functions are disabled. The total number of tubes in the database islimited to 2000.

In demonstration mode, the total number of tubes in the database is limitedto 2000, the report printing functions are disabled, and the inspectionfunctions are limited. The program cannot export tube inspection lists andthe entry of inspection results is simulated. The output of the Reportcommands is limited to the first page. Demonstration mode allows you toevaluate the program functions.

Both the full mode and the light mode require a specially enabled softwarekey. The demonstration mode is the default mode if no key is detected.


Enabling the software keyCARTO provides a program function which you can use to enable a validsoftware key.

Each software key has a unique serial number. To enable your software keyyou must provide the key serial number to your distributor. In return, yourdistributor will give you special codes which will allow you to enable eitherthe full or light program modes.

Your software key serial number also identifies you as a valid CARTOprogram owner. You should include this number in all problem reports andcorrespondence with Cybectec inc..

The Software Key dialog box

The Software Key command, available in either the File or Tools menu,displays a dialog window containing the following fields:

Field DescriptionCurrent programmode

Indicates the current program mode. Can be one of Full,Light or Demo.

Key serial number If a software key is installed, indicates the software keyserial number.

Select newprogram mode

Specifies the new program mode.

A program currently in Demo mode can be upgraded toeither Full or Light modes. A program running in Lightmode can be upgraded to Full mode.

Enter key codes Specifies the key codes required to upgrade the program.

OK Activates the key and displays the new program mode. Ifthe key codes were valid and the operation successful,the new mode should match the requested mode.


Setting program optionsCARTO offers a number of user configurable options which control programoperation.

The Options dialog box

The Options command in the File menu displays a dialog box whichcontains the following fields:

Field DescriptionDefault database : Specifies the name and path of the default database. If

specified, this file will be opened automatically atprogram startup.

Browse... Displays a dialog box used to select the default database.The name of the selected file is copied to the Defaultdatabase field.

Inspection filesdirectory :

Specifies the path to the directory in which CARTO willstore inspection list files. This directory is shared withthe MultiView program.

Browse... Displays a dialog box used to select the inspection filesdirectory. The selected path is copied to the Inspectionfiles directory field.

InspectionMonitoring

Specifies that the inspection is to be monitored.

Name : Specifies the name of the inspection file (.lst) to bemonitored.

Browse... Displays a dialog that allows you to select the inspectionfile. The selected path is copied to the Name field.

Interval Specifies the number of minutes between inspection file


readings.

Clear "To Inspect"and "To Plug"flags :

Specifies when and how the "To Inspect" and "To Plug"flags are cleared:

Manually Specifies that the flags remain set until cleared by theoperator via the Do Not Inspect and Do Not Plugcommands.

On Import Specifies that the flags are cleared for each tubeprocessed when inspection results are imported via theImport command.

On Export Specifies that the flags are cleared for each tubeprocessed when the inspection list file is created via theExport command.

Grid This area is used to indicate that the tubesheet displaybackground is to contain a grid:

Vertical Specifies that the grid is to have vertical lines.

Horizontal Specifies that the grid is to have horizontal lines.

Interval Specifies the number of points which are to existbetween the grid lines.

Limit list viewcontents to

Specifies the maximum number of lines visible in theTube List and Results List views.

Warn whenimporting a newdefect that issmaller than thecurrent defectsize.

This checkbox is used to control defect size validation,and is self-explanatory.

Note: The Inspection files directory option must be set before the Exportcommand can be used to produce inspection lists.


Technical supportAll Cybectec inc. products include a period of free technical support,beginning the day you receive the product and the codes for activating thesoftware key.

If after reading this manual and the README.TXT file you still havequestions or are experiencing problems with the program, please contact yourdistributor. Cybectec inc. cannot provide technical support on the installationand use of the program.

While CARTO has been thoroughly tested, there may still remain someundetected problems. If you encounter any such problem, you should reportit directly to Cybectec inc..

All problem reports should be sent by fax or e-mail. The report shouldinclude a complete description of the problem and, if possible, the stepsrequired to reproduce it. You should identify the program version you areusing, your software key serial number, and your fax number or e-mailaddress.

You should send problem reports to the following addresses:

by fax at (418) 832-5582

by e-mail at [email protected]

We are sorry, but we do not handle problem reports by telephone.

We also welcome any suggestions you may have about product improvement,documentation or service. Please feel free to write us at the followingaddress:


Charny (Québec)

Canada

G6X 3R8

Tel.: (418) 832-0097

Fax: (418) 832-5582

e-mail: [email protected]

http://www.cybectec.com


Contents of User Guide

Chapter DescriptionChapter 1Introduction

This chapter includes instructions for installingCARTO, a description of the different programmodes, as well as a description of the documentcontents.

Chapter 2Overview

Describes the inspection cycle and provides anoverview of the different CARTO commands andtheir use.

Chapter 3The Inspection Database

Describes the inspection database contents and thecommands used to manage the inspectiondatabase.

Chapter 4Editing Tubesheets

Describes how to use the graphic tubesheet editorto create a heat exchanger and specify tubeproperties.

Chapter 5Inspecting Tubes

Describes how to select tubes to inspect andexport an inspection list to MultiView or anotherinspection system.

Chapter 6Inspection Results

Describes how to import inspections results,manage inspection data and analyze results.

Chapter 7Reports

Describes how to produce inspection reports fromthe inspection data.

Chapter 8Reference

Describes all the commands provided by theprogram.

Chapter 9

Simulating an Inspection

Describes how to simulate an inspection whenoperating in full or light mode.

CARTO User Guide Overview • 13

Overview

The inspection cycleIn this section, we describe the inspection cycle and provide an overview ofthe different CARTO commands and their use.

Basically, the inspection cycle consists of selecting the tubes to inspect,performing the inspection and analyzing the results. According to theinspection results, you then plug or repair the defective tubes.

To these basic operations, CARTO adds functions to create a tubesheet mapand produce inspection reports. The complete cycle can thus be representedby the following diagram:

14 • Overview CARTO User Guide

CREATETUBESHEET

DRAWING

SELECTTUBES

TOINSPECT

EXPORTTUBE

INSPECTIONLIST

IMPORTINSPECTION

RESULTS

REPORTS

ENTERPLUGGED

TUBES

TUBEPLUGGING

LIST

ANALYZEINSPECTION

RESULTSTUBE

INSPECTIONLIST

TUBEINSPECTION

RESULTS

The CARTO inspection cycle

In the following sections, we describe the commands that you will use toperform the steps in the inspection cycle.


Creating the tubesheetMost of the CARTO program functions are performed on a graphic map ofthe heat exchanger tubesheet. This map greatly simplifies the selection oftubes and the analysis of results. As a first step in the inspection cycle, youwill thus define a heat exchanger and the associated tubesheet map.

The inspection databaseCARTO stores the heat exchanger layout and all the inspection results in acommon database.

The first step in using the program is to create a database file with the NewDatabase command. This database contains a heat exchanger and otherrecord types that will be useful later in creating inspection reports. Once youhave the database, CARTO opens it automatically.

The basic record types used by CARTO are the heat exchanger which isdivided in sections which contain tubes. The heat exchangers are located onsites which belong to clients.

The record contents and their relationships are managed by the heatexchanger property editor, available with the Exchanger command. Thecommand displays a property sheet window containing different pages usedto select, display and edit the database records. Each record type isrepresented by a form you fill in to provide the information used to create thetubesheets and print out the inspection records.

The section tab is used to define the basic properties of the heat exchangertubesheet such as the number of rows and columns, the grid spacing and thetube numbering options.


The heat exchanger properties editor

The tubesheet editorOnce you have defined a heat exchanger section, you can use the TubesheetEditor command to display a drawing grid and access all the tools necessaryto create the tubesheet map.

• The Rectangular Fill tool creates tubes in a rectangular area of thegrid.

• The Line tool creates a line of tubes on the grid.

• The selection tools select tubes to be moved, copied or deleted.

• The Copy and Paste commands duplicate groups of selected tubes.

• The Flip Horizontal, Flip Vertical and Rotate commandsrearrange groups of selected tubes.

The tubesheet map provides the basic interface to the program functions, andis used to select tubes for inspection and display inspection results.


The Tubesheet Editor

Tube propertiesFor each tube that you create in the tubesheet editor, the program creates adatabase record which stores the tube properties:

• the tube number

• the material type

• the diameter

• the attributes: plugged or other user-defined attributes

• the user-defined feature code

You can let the program allocate tube numbers automatically according tothe grid position or assign the numbers manually using the Renumbercommand.

All the tube properties are displayed and edited in the window associatedwith the Properties command.


Selecting tubes to inspectIn the previous steps, you have defined the tubesheet map, created the tuberecords and assigned tube properties. Now, you can begin the inspectionplanning process. For this step, you will use a second type of display,activated by the Inspection Planning command. This command displays thetubesheet using a different set of symbols, specially adapted to the planningprocess.

At first, the Inspection Planning and Tubesheet Editor displays may seemsimilar. However, the assignment of symbols and colors to the different tubeproperties is different.

Colors and symbols are assigned by the Display Style Editor command.Using this command, you can easily modify the existing styles and evencreate new styles adapted to your specific requirements.

Marking tubes for inspectionTubes to inspect can be selected manually using the mouse and the selectiontools or according to criteria using the Select Special command. Once thetubes are selected in the display, the To Inspect command is used to set theinspection attribute. The Do Not Inspect command clears the inspectionattribute. Only the tubes marked with the To Inspect attribute will beincluded in the tube inspection list.

Selecting tubes by criteriaThe Select Special command is used to select tubes according to the criteriathat you provide.

This powerful command displays a property sheet window where you simplyenter the requested search criteria:

• tubes with defect size greater than a certain threshold

• tubes that match a user-defined result code

• tubes with certain physical properties: material type, tube diameter,user feature code, etc.

• tubes never inspected or inspected at least once

• tubes near heat exchanger edges or near plugged tubes

• tubes matching certain patterns of rows and columns

• tubes selected randomly

The command selects the matching tubes in the display. Once the tubes areselected, the To Inspect command is then used to mark the tubes forinspection.


Using the tube list viewAt times, the tubesheet display may be insufficient to provide all theinformation you need to plan the inspection. In this case, you can select theTube List command to activate a textual display of the properties of thetubes selected in the tubesheet.

CARTO provides a number of different views of the database contents.Using the Split Horizontal and Split Vertical commands, you can split themain program window in any number of display panes. Each of these panescan then contain one of the following view types:

• the tubesheet editor view

• the inspection planning view

• the result analysis view

• the tube list view

• the results list view

• the database contents view

Exporting the tube listOnce you have selected and marked the tubes to inspect, you select theExport command to create the tube inspection list.

The Export command displays a dialog box where you fill in a formdescribing the inspection to be performed. This information, as well as theheat exchanger identification, is added as a header to the list of tubepositions.

The R/D Tech MultiView program can directly process the inspection listand perform the requested inspection.


Importing inspection resultsThe MultiView inspection system processes the inspection list and producesan inspection report file which describes the inspection performed andprovides results for each inspected tube.

The Import command reads the MultiView inspection report and integratesthe results in the CARTO database. For each imported inspection report, theprogram creates an inspection record containing the following data:

• a name which identifies the outage or shutdown

• the start and finish time of the inspection

• various administrative items: contract number, inspector name,analyst name, inspection method, system, and probe number

• a summary of the inspection results

For each entry in the inspection report, the program creates a result recordcontaining all the inspection data generated by MultiView.

Inspection historyThe Edit Inspections command displays a list of all the inspectionsperformed for the current heat exchanger section. From this list, you canmanage the inspections records stored in the database:

• delete an inspection

• display and edit the inspection header

• display the summary of inspection results

The list of inspections performed can also be displayed in the DatabaseContents view using the Display Inspections command.


Analyzing inspection resultsIn the previous steps, we defined a tubesheet map, selected tubes to inspect,exported a tube inspection list, and imported the MultiView inspectionreport. Now, we can start analyzing the inspection results.

The basic result analysis tool is the Result Analysis display. This display issimilar to the Tubesheet Editor and Inspection Planning displays andprovides a color coded-view of the tubesheet, especially adapted to theanalysis process.

As for the other views, the symbols and colors used to display tubes areselected using the Display Style Editor command.

Locating defectsIn the Result Analysis display, tubes are color-coded according to themaximum defect size detected. Tubes with no detected defects are displayedwith a different color than tubes that have never been inspected.

Using the Display Style Editor, you can easily modify the range of valuesand colors assigned to each range so as to match your specific requirements.

The Select Special command, used earlier to select tubes for inspection, canalso be used to select tubes with defects exceeding a certain threshold. Thesetubes can then be marked for plugging with the To Plug command.

The Results List viewThe Result Analysis display provides a very effective means of selectingtubes according to their defects or user-provided result codes. However, theinspection database contains additional information provided by theMultiView inspection system.

The Result List command activates a textual display of the inspection resultsfor the tubes selected in the tubesheet. The Result List view displays everyinspection result available for every tube selected in the active tubesheetdisplay.

If necessary, you can restrict the contents of the Result List to a giveninspection or outage by using the Inspection Filter command.

The inspection filterAs mentioned earlier, the Results Analysis view displays tubes with colorsand symbols selected according to the size of the largest detected defect. Thisdisplay represents the current status of the heat exchanger.

The Inspection Filter command can be used to restrict the display contentsto the results of a specific inspection. You will find this feature useful toprovide a graphic summary of the last inspection performed or any otherprevious inspection.


Producing inspection reportsOne the most important aspects of the CARTO program is providing youwith a comprehensive set of inspection reports. For this reason, CARTOprovides the following commands:

• Print the active tubesheet view

• Print a tubesheet view filtered with the Inspection Filter command

• print the Heat Exchanger Status report

• print the heat exchanger Status Chart

• print the Inspection Summary report

• print the Tube Inspection Results report

• print the List of Inspected Tubes report

ConclusionThis chapter has provided you with a brief overview of the CARTO programusage and capabilities. In the following sections, we will complete thedescription of these topics and provide you with the knowledge necessary tobecome proficient in the use of the program.

CARTO User Guide The Inspection Database • 23

The Inspection Database

OverviewIn this chapter, we describe the CARTO program database as well as thecommands used to manage the database file and the database records.

The chapter contains the following sections:

• the database contents

• creating a new database

• opening a database file

• managing the database records

• selecting and copying heat exchanger sections

• compacting a database

24 • The Inspection Database CARTO User Guide

Database contentsThe CARTO program uses a database to store all the data about heatexchangers and inspections. A database is a special file type containing dataitems called records. Besides records, a database file also contains indexinginformation in order to provide rapid program access to the records. Adatabase can contain any number of records of different types.

The CARTO database contains the following record types used to describethe heat exchangers:

• The tube record describes specific tubes in a heat exchangersection.

• The section record describes the set of tubes composing a tubesheetin a heat exchanger.

• The heat exchanger record describes a specific unit, containing oneor more sections.

• The site record describes a location or plant containing heatexchangers.

• The client record describes the client ordering the inspection.

The database also contains the following record types which describe theinspections performed:

• The result record contains the inspection results for a tube.

• The inspection record describes an inspection performed on a heatexchanger section.

Most operations on the database are completely integrated and hidden fromthe program user. However, a number of high-level management functionsare necessary and are therefore described in the sections which follow.


Creating a new database fileThe New Database command in the File menu creates an empty databaseaccording to a fixed template. The command is used to create and initialize adatabase before any other program operation is performed.

The New Database command is available only in supervisor mode, whenthere is no open database. If the program is currently running in operatormode, you can activate the supervisor level using the Supervisor Modecommand in the File menu.

The command displays a standard file save dialog box in which you enter thedatabase file name and path.

The command creates a database file and initializes the contents with thefollowing records:

• a default client record identified as "Client1"

• a default site record identified as "Site1"

• a default heat exchanger record identified as "Exchanger1"

• a default section record identified as "Section1"

All other fields in the client, site and exchanger records are left empty. Theprogram creates the section record using default values in order to provide ausable tubesheet grid. The contents of all these records can easily bemodified using the Exchanger command in the Edit menu.

Using single or multiple databaseYou can choose to store all the data for all of your clients in a single databaseor you can create a database for each client. While large database files slowdown some program operations, the number of files to use is basically anadministrative decision.

Heat exchanger sections can easily be copied from one database to the other.However, inspection results cannot be copied. If you intend to use the fieldversion of the program, you will frequently have to transfer the database filesbetween the headquarters system and the field system. This will be easier iffiles are kept small and contain only one heat exchanger section.


Opening a database fileThe Open Database command in the File menu opens an existing databasefile to be processed by CARTO.

The command displays a standard file dialog box from which you select thefile to open. If the file is successfully opened, the program creates a windowand displays the first available tubesheet.

Each time you start the program or open a database, CARTO restores theprevious screen layout, including all active views.

Any number of database files can be open at the same time, each databaseusing its own window. Since all the tube records for the active section arekept in memory, program operation will slow down as more sections areopened and displayed. This is one operation that can be greatly acceleratedwith additional RAM memory.

Opening the most recently used database filesFor your convenience, CARTO maintains a list of the most recently useddatabase files. These files are identified as 1, 2, 3 and 4 in the File menu. Byselecting one of these values, you open the database file directly withoutgoing through the Open Database dialog box.

Selecting the default databaseIf your work is organized mostly in a single database file, you can specifythis file as the default database that CARTO will open each time the programis started.

The Options command in the File menu displays a dialog box in which youcan enter the name of the default database.


Managing the database recordsSome records in the CARTO database, such as tubes, inspections and results,are managed automatically by the program.

Other records, such as the section record, are used to enter the tubesheetproperties so that the program can create the tubesheet drawing grid.

Client, site and heat exchanger records are mostly used to store informationthat you may find useful in producing inspection reports.

The Exchanger command in the Edit menu activates the record editor forthe client, site, heat exchanger and section records.

The client recordThe client record is used to group together sites that contain heat exchangers.The client record contains fields which uniquely identify the client and areused mostly when producing inspection reports.

The Client Record

Field DescriptionSave Writes the contents of the fields in the database.

Add Creates a new client record. The program automaticallyassigns a unique client code such as "Client2".

Delete Removes the current client and all associated data fromthe database.

Code Specifies a unique identifier for the current client record.


The field also provides a list of all existing clients fromwhich the current client record can be selected.

Name Specifies the client's name.

Address 1 Specifies the first line of the client's address.

Address 2 Specifies the second line of the client's address.

City Specifies the client's city.

State/Province Specifies the client's state or province.

Country Specifies the client's country.

Zip/Postal Code Specifies the client's zip code or post office box.

Description Used to enter additional information about the client.

All fields, except for Code, can be left empty. Empty fields are not printed inreports.

The site recordThe site record is used to group together heat exchangers located on the samesite and belonging to the same client. The site record contains fields whichuniquely identify the site and are intended to be included in inspectionreports.

The Site Record


Add Creates a new site record. The program automaticallyassigns a unique site name code such as "Site2".


Delete Removes the current site and all associated data fromthe database.

Name Specifies a unique identifier for the current site record.

The field also provides a list of all existing sites fromwhich the current site record can be selected.

Address 1 Specifies the first line of the site address.

Address 2 Specifies the second line of the site address.

City Specifies the site city.

State/Province Specifies the site state or province.

Country Specifies the site country.

Zip/Postal Code Specifies the site postal code.

Description Used to enter additional information about the site.

All fields, except for Name, can be left empty. Empty fields are not printedin reports.

The heat exchanger recordThe heat exchanger record is used to group together tubesheets that arecontained in the same heat exchanger. The record contains fields whichuniquely define a heat exchanger and are mostly intended to be included inreports.

The Heat Exchanger Record



Add Creates a new heat exchanger record. The programautomatically assigns a unique heat exchanger namecode such as "Exchanger2".

Delete Removes the current heat exchanger and all associateddata from the database.

Name Specifies a unique identifier for the current heatexchanger record.

The field also provides a list of all existing heatexchangers from which the current heat exchangerrecord can be selected.

Manufacturer Specifies the heat exchanger manufacturer.

Model Specifies the heat exchanger model.

Serial Number Specifies the heat exchanger serial number.

Description Used to enter additional information about the heatexchanger.

All fields, except for Name, can be left empty. Empty fields are not printedin reports.

The section recordThe section record contains the heat exchanger records that are used to createthe graphic tubesheet map as well as to define the tube numbering system.

The Section Record



Add Creates a new section record. The program automaticallyassigns a unique section name such as "Section2".

Delete Removes the current section and all associated data fromthe database.

Section Specifies a unique identifier for the current sectionrecord.

The field also provides a list of all existing sections fromwhich the current section record can be selected.

Symmetry Specifies the type of symmetry. If None, the sectioncontains straight tubes. If Vertical, the tubes have a Ubend which goes from left to right around a vertical axisof symmetry. If Horizontal, the tubes have a U bendwhich goes from top to bottom around a horizontal axisof symmetry.

Rows Specifies the number of rows in the tubesheet drawinggrid.

Y Spacing Specifies the grid row spacing.

Columns Specifies the number of columns in the tubesheetdrawing grid.

X Spacing Specifies the grid column spacing.

Tube diameter Specifies the tube diameter. This value is used with theX and Y spacing to determine the tubesheet displayscale.

Origin Specifies the position of the grid origin. The selectedvalue indicates which corner of the display is consideredthe first row and the first column.

Grid Specifies the type of grid.

The Square value indicates that each grid square can beused for a tube. Free-form tube layouts should use thisvalue.

The Odd value indicates that tubes in odd-numberedrows (1, 3, 5, ...) occupy odd grid columns (1, 3, 5, ...)while tubes in even-numbered rows (2, 4, 6, ...) occupyeven grid columns (2, 4, 6, ...).

The Even value indicates that tubes in odd-numberedrows (1, 3 , 5, ...) occupy even grid columns (2, 4, 6, ...)while tube in even-numbered rows (2, 4, 6, ...) occupyodd grid columns (1, 3, 5, ...).

Auto Numbering Specifies whether tubes will be assigned tube numbersautomatically. If so, tube numbers will be the same asthe grid position relative to the origin point; if not,tubes must be assigned numbers manually using theRenumber command in the Tools menu.

Description Used to enter additional information about the heatexchanger section.

The fields in the section record are used to define the tubesheet drawing grid.


You should set up the Rows and Columns fields with initial values largeenough to provide space for you to create your tubesheet. The final size caneasily be adjusted afterwards.

Note: Changing the type of grid for an existing heat exchanger section willautomatically delete all those tubes which would occupy illegal gridpositions. Reducing the size of the grid will also delete those tubes whichwould fall outside the new grid limits.


Selecting and copying heat exchanger sectionsAll CARTO program operations are performed on a heat exchanger sectionassociated with the active window. This section is called the current heatexchanger section.

When a database is opened, either the default database or one selected withthe Open Database command, CARTO creates a window and displays thefirst available heat exchanger section. If you want to perform operations onany other section, you must first change the current heat exchanger section.

Using the Exchanger commandIf the database contains more than one heat exchanger section, you can usethe Exchanger command in the Edit menu to select a section for display.The client code, site name, exchanger name and section name fields fromthe different tabs of the Heat Exchanger Properties dialog box contain listsof the available records from which you can easily select the section that youwish to view.

Using the database contents viewYou can use Database Contents command in the View menu to display ahierarchical view of the database contents.

The Database Contents view

In the Database Contents view, you can select the current heat exchangersection by double-clicking on the section name.


Copying heat exchanger sectionsYou can also use Database Contents view to copy a complete heatexchanger section.

The Copy command in the Edit menu copies the selected section and alltubes to the clipboard. The Paste command is then used to insert a copy ofthe section and all tubes to the selected heat exchanger.

The copy and paste operations can be used to copy data between sections insame database or between two database files.

Opening multiple database filesThe Open Database command creates a new window for each database filewhich it opens. Whenever there is more than one open file, you can use thecommands in the Window menu to manage the windows and the screenlayout.

The Tile command arranges open windows side by side so that all windowsare visible.

The Cascade command arranges open windows so the title bar of eachwindow is visible.

The 1, 2 and 3 commands select the corresponding window and brings it tothe front.

Opening multiple windows for the same database fileThe New Window command in the Window menu creates a new window forthe current heat exchanger section. The window contents can easily beselected to provide a display of another heat exchanger section in the samedatabase.

Note: When a heat exchanger section is selected in two windows, the secondcopy is read-only and cannot be modified.


Compacting a databaseIn order to provide the best program performance, the CARTO databasemanager allocates disk space in fixed steps. In this manner, the addition of asingle tube does not require the database to be expanded. Since space isreserved for the different record types, the database requires a minimumamount of disk space even when empty.

For the same performance reasons, deleting records does not immediatelyreduce the size of the database. Whenever a large number of records isdeleted, the database contains a large amount of free space.

You can use the Compact Database command in the File menu to recoverthe unused space in a database file. This operation can be done periodicallyor whenever you need to copy the database file to a diskette.

Note: The Compact Database command is only available when no databasefile is open.

CARTO User Guide Editing Tubesheets • 37

Editing Tubesheets

OverviewIn this chapter, we describe how to define a drawing grid and use the graphictubesheet editor to create heat exchanger sections. Then, we will see how toset tube properties and attributes.

This chapter contains the following sections:

• the drawing grid

• the tubesheet editor

• setting tube properties

• setting tube numbers

• setting the tube display style

• adding feature and result codes

Note: All commands which modify the tubesheet or the basic tube propertiesare available only in supervisor mode. If the program is currently running inoperator mode, you can activate the supervisor level using the SupervisorMode command in the File menu.

38 • Editing Tubesheets CARTO User Guide

The drawing gridIn order to simplify the positioning of tubes, CARTO displays the tubesheeton a regular grid. The properties of this grid are defined in the section recordusing the Exchanger command in the Edit menu

The size of the grid is defined by the number of rows and columns as well asthe column spacing and row spacing.

CARTO displays each grid intersection as a dot in the tubesheet display.Furthermore, the tubesheet display can contain the actual grid lines. Usingthe Options command in the File menu, you can specify whether you wanthorizontal and/or vertical lines to appear, and what spacing you want for thelines.

Two grid types are supported.

The square gridIn a square grid, tubes can be placed on any intersection. If automatic tubenumbering is enabled, tube numbers will be assigned according to the gridposition.

The triangular gridIn a triangular grid, tubes can only be placed on alternate columns.

In an odd triangular grid, tubes in odd-numbered rows (1, 3, 5,...) occupy oddgrid columns (1, 3, 5, ...) while tubes in even-numbered rows (2, 4, 6, ...)occupy even grid columns (2, 4, 6, ...).

In an even triangular grid, tubes in odd-numbered rows (1, 3 , 5,...) occupyeven grid columns (2, 4, 6, ...) while tube in even-numbered rows (2, 4, 6, ...)occupy odd grid columns (1, 3, 5, ...).

Since tubes can only be created in odd or even columns, the triangular gridmust be defined with twice as many grid columns as the expected number oftubes per row.

Since tubes only occupy alternate columns, the row spacing can be muchsmaller than the column spacing.

If automatic tube numbering is enabled, tube numbers will be assignedaccording to the grid position. With triangular grids, you should use manualnumbering and the Renumber command.


The tubesheet editorThe Tubesheet Editor command in the View menu displays the tubesheetmap for the active heat exchanger section and enables the editor commands.

The editor commands can be activated either from the program toolbar orfrom the Tools menu. Commands are provided to perform the followingfunctions:

• manage the tubesheet display

• modify the tubesheet grid

• create tubes

• select tubes

• move, rotate and copy tubes

Most of the editor commands are designed to be used with the mouse. Bydefault, the mouse is associated with the pointer tool, which selects tubes.Other tools can be activated so that the mouse can be used to create tubes orperform other operations.

Note: Each tube in the tubesheet map is associated with a tube record andany number of result records in the database. When you delete a tube, allexisting inspection results for this tube are also deleted. You should be verycareful about modifying a tubesheet once inspection data has been imported.

The tubesheet displayThe tubesheet display provides a graphic representation of the tubesheet gridand of the tubes in the heat exchanger section. This type of display is used bythe Tubesheet Editor as well as by the Inspection Planning and ResultAnalysis views.

When a tubesheet is first displayed, the program selects the scale so that theentire the grid is visible. You can modify the display scale using the ZoomIn, Zoom Out and To Fit commands in the View menu. When the tubesheetis enlarged sufficiently, the vertical and horizontal scrollbars automaticallybecome available.

Tool DescriptionThe Zoom In command enlarges the tubesheet display.

The Zoom Out command reduces the tubesheet display.

The To Fit command selects a display scale where the completetubesheet is visible in the window.


Modifying the gridThe tubesheet grid determines the maximum size of the heat exchangersection as well as the positions the tubes can occupy.

Most of the grid properties are set in the section record using the Exchangercommand in the Edit menu.

The following tools are used to modify the tubesheet grid:

Tool DescriptionThe Insert Column command inserts an empty column in the grid.Select the command and then use the mouse to point to the position inthe grid where the column should be inserted. If the grid is triangular,two columns are inserted in order to preserve the position of existingtubes.

The Insert Row command inserts an empty row in the grid. Select thecommand and then use the mouse to point to the position in the gridwhere the row should be inserted. If the grid is triangular, two rows areinserted in order to preserve the position of existing tubes.

The Delete Column command deletes a column in the grid. Select thecommand and then use the mouse to point to the position in the gridwhere the column should be deleted. If the grid is triangular, twocolumns are deleted in order to preserve the position of existing tubes.

Note: The command deletes all the tubes in the columns as well as allassociated inspection data.

The Delete Row command deletes a row in the grid. Select thecommand and then use the mouse to point to the position in the gridwhere the row should be deleted. If the grid is triangular, two rows aredeleted in order to preserve the position of existing tubes.

Note: The command deletes all the tubes in the rows as well as allassociated inspection data.

Creating tubesCARTO provides three basic tools to create tubes:

Tool DescriptionThe Insert Tube tool allows the user to use the mouse to create a singletube by clicking at the desired grid position.

The Rectangular Fill tool allows the user to use the mouse to define arectangular area on the grid. Tubes are created at all the grid points inthe selected area.

The Line tool allows the user to use the mouse to draw a line on thegrid. Tubes are created at all the grid points on the line.

Tubes can be created only at valid grid positions.


Selecting tubesThe default tool is the pointer which is used to select tubes for furtheroperations.

When you click on a tube in the display with the pointer tool, the tube isselected and displayed in inverted colors. You can also select all tubes in arectangular area by dragging the mouse in the tubesheet.

Tool DescriptionThe pointer tool selects tubes in the tubesheet. Click on a tube to selectit or drag the mouse to select all tubes in a rectangular area.

The free-form selection tool is used to select all tubes in an irregulararea. Click in the grid to indicate the starting point. The followingclicks define the edges of the area until the beginning point is clickedagain. The ESC key can be used to cancel the operation.

Moving selected tubesYou can move selected tubes by clicking on any selected tube and draggingthe selection to another position on the grid.

Once you start moving the tubes, the program removes the original tubesfrom the grid and replaces them with an outline. This outline is then movedto the new position.

If the grid is triangular, the program will move the tubes to the closest legalposition.

If a tube is moved to a position which is already occupied, the existing tubeand all its properties are preserved. The moved tube becomes unnecessaryand is deleted.

Copying tubesThe Copy command in the Edit menu copies the selected tubes and placesthe copy in the clipboard. The copied tubes can then be inserted in the sametubesheet, or a different tubesheet, using the Paste command in the Editmenu.

The Paste command displays an outline of the pasted tubes. Using the mouseyou can move this outline to the new position.

If the grid is triangular, the program will move the tubes to the closest legalposition.

If a tube is moved to a position already occupied, the existing tube and all itsproperties are preserved. The moved tube becomes unnecessary and isdeleted.


Flipping and rotating tubesIn most cases, the tubesheet geometry is highly symmetrical and can easily becreated by reflecting one half of the tubesheet.

To create such a symmetrical tubesheet, you enter a first group of tubes, copythis group and then apply one of the following tools:

Tool DescriptionThe Flip Horizontal tool transposes the left and right sides of the set ofselected tubes.

The Flip Vertical tool transposes the top and bottom of the set ofselected tubes.

The Rotate tool rotates the set of selected tubes clockwise 90 degrees.

Deleting tubesThe Delete command in the Edit menu, as well as the DEL key on thekeyboard, delete all selected tubes.

The Cut command in the Edit menu removes all the selected tubes andplaces them in the clipboard. The tubes can then be pasted elsewhere in thetubesheet or into another tubesheet.

Note: Deleting tubes which have been inspected will also delete theinspection results associated with these tubes. Moving inspected tubes willhave the same effect since tubes are first deleted then created at the newposition.

Plugging tubesThe plugging tool is used to set the Plugged attribute for a tube.

Tool DescriptionThe Plug tool sets the Plugged attribute for the selected tubes.

The Plug tool does not remove the inspection results for the tube. However,CARTO ignores the previous defects and counts plugged tubes separately inthe section statistics.

Locking a tool for successive operationsBy default, all tools are effective for only one operation. After the operation,the selection tool is automatically activated. If the CTRL key on thekeyboard is pressed while the tool is selected, the tool will remain active untilanother tool is selected.


Updating the databaseIn order to provide the best performance, all operations on tubes areperformed in program memory instead of directly in the database. When youselect a heat exchanger section, CARTO loads a copy of all the tube data inmemory. All operations are then performed with this copy. The programautomatically saves all changes and updates the database before anycommand that requires up-to-date tube data.

You can manually save all changes and update the database by using theSave command in the File menu.

In the same manner, you may cancel any changes since the last save by usingthe Revert command in the File menu. This command restores the data inmemory from the database contents.

Note: When you delete a tube, data is not removed from the database until aSave command is performed, either manually or automatically. If you createa new tube immediately over a deleted tube, without first performing a Save,the original tube with all its properties will be restored.


Grouping tubes togetherWith CARTO's tubesheet editor, you can form a group of tubes that can berotated and positioned without being attached to the grid.

The Edit Group dialog box

Creating a groupIn the Tubesheet Editor view, select the tubes to be grouped together. Selectthe Group Tubes command in the Edit menu. The group now exists and theEdit Group dialog appears.

The Edit Group dialog is always open whenever you select a tube belongingto a group. To close the dialog, you must therefore either select a tube thatdoes not belong to the group or exit the Tubesheet Editor view.

Whenever you select a group, all the tubes within the group are displayed inbold.

Positioning a groupYou can enter the position and angle of the group via the Edit Group dialog.The X,Y position displayed in the dialog represents the center of the group.The center is established by calculating the average position of all the tubes.

You can also deselect a single tube within a group and position or rotate thegroup via this tube. You can move the group by left-clicking and dragging


the mouse. You can rotate the group by right-clicking and dragging themouse.

Ungrouping a groupTo ungroup a group, select the group and hit the Ungroup button of the EditGroup dialog. A silhouette of the original tubes now appears in one of thecorners of the grid. Using the mouse, you can move the silhouette to adesired location on the grid.

Adding tubes to a groupTo add tubes to a group, you must ungroup it, add the tubes and then createthe group once again.

Combining two groupsTo combine two groups, you must ungroup the two groups, position the tubesto your liking, and form a new group.

Numbering the tubesIt is preferable to number the tubes before rotating the group as numbering isbased on the original positions of the tubes prior to rotation.


Adding feature and result codesEach tube in the heat exchanger can be assigned a feature code and up to tenattributes to indicate specific tube properties. For instance, CARTO providestwo built-in attributes to indicate tubes that are plugged, or that contain nodefects. Similarly, you can use the User Codes Editor to define up to eightadditional attributes to indicate various tube properties such as dents orrestrictions. These attributes can then be assigned to tubes, either manuallyusing the Properties command in the Edit menu, or automatically fromresult codes provided in MultiView inspection reports.

The User Codes EditorThe User Codes Editor in the Tools menu displays a dialog box used todefine feature codes and result codes. CARTO supports up to ten resultcodes.

During MultiView analysis, you determine the size of defects and assigninspection result codes, then you store these result codes in the MultiViewreport file. You should, therefore, define the same result codes in CARTO inorder to make sense out of the inspection results.

Result codes must be defined before importing inspection results. If aninspection report contains a result code which is not defined in CARTO, youwill be asked if you want to ignore the inspection result or cancel the importprocess.

The User Codes Editor Dialog

The dialog box contains the following fields:


Field DescriptionCode Displays the selected code name. The field can be used

to modify the code.

Defined codes Lists all available feature and result codes for the currentdatabase.

All codes can be redefined except for "plugged" and "nodefect", as CARTO performs special processing forthese codes.

If a tube is "plugged", it cannot be inspected.

If a tube previously had no defect, and an inspectionreveals that the tube now has a defect, CARTO willautomatically clear the "no defect" attribute.

Label Gives the name of the feature or result code.

Description Describes the selected code. Normally, the Label is self-explanatory, but the description field is provided in caseyou want to elaborate.

Close Closes the User Codes Editor.

Save Saves any changes to the code, label or description.

Add Adds a new code named "Feature n" or "Result n" to thefeature or results code list. The code name, label anddescription should be modified to match yourrequirements.

Delete Deletes the selected code.

Note: The attribute labels will appear in the Properties, Inspection Statisticsand Heat Exchanger Statistics dialogs, as well as in the reports.


Setting tube propertiesFor each tube you create with the tubesheet editor, CARTO creates adatabase record containing information about the tube. This informationdescribes the different tube properties such as:

• the tube number

• the physical characteristics

• the current tube status

The tube property editorThe Properties command in the Edit menu displays the Tube Propertiesdialog box which you can use to consult and modify the properties of thecurrently selected tubes. The property sheet is implemented as a floatingwindow so that you can select different tubes without having to request thecommand each time.

The fields display the properties of the selected tubes. If the selectioncontains more than one tube, only the values shared by all tubes aredisplayed. When you change the value of a field, the value is applied to allselected tubes.

The Tube Properties dialog box

The property sheet contains four tabs, which you can use to set the tubenumber, the physical attributes and the actions to be performed, and tomodify the inspection monitoring information.

Note: In order to protect the database contents, the tube properties can bemodified only when the Tubesheet Editor is the active view.


The tube numberThe fields in the Position tab identify the tube number. The tube number iseither assigned automatically or by the Renumber command. The tubenumber cannot be modified if automatic tube numbering is enabled.

Field DescriptionZone Specifies the tube zone identifier.

Row Specifies the tube row.

Column Specifies the tube column.

Note: The tube number is used as a label to identify the tube in inspectionlists. All tubes must possess a unique zone, row and column identity.Changing the tube number does not move the tube in the tubesheet display.

The tube's physical attributesThe fields in the Attributes tab describe the physical properties of the tube.

Except for the plugged attribute, CARTO does not refer to the tubeattributes. The tube attributes are provided so that you can enter informationuseful in planning your inspections. For example, you can use the SelectSpecial command in the Edit menu to locate tubes matching any of theattributes. The Display Style Editor in the Tools menu can be used to assignan attribute value to a display symbol or color.

Field DescriptionFeature code : Specifies a user-defined feature code. Feature codes are

defined with the User Codes Editor command in theTools menu.

Result code : Indicates the most significant result code imported bythe Import command in the File menu. The fieldcontains a list of all available result codes, such as DNT(dented) and PLG (plugged) from which a new value canbe selected.

Material : Specifies the tube material type.

Diameter : Specifies the tube diameter. By default, the fieldcontains the diameter specified in the Section record.

Plugged Indicates whether the tube is plugged. CARTO uses thisattribute to determine whether or not a tube can beinspected. The attribute is also used while calculatingstatistics.

No defect Indicates whether the tube contains defects.

Note 1: The Attributes tab can display result codes other than thosedescribed above. User-defined result codes can be added by selecting the


User Codes Editor from the Tools menu. Once a new result code has beenadded, it will appear on the Attributes tab.

Note 2: The user can select a tube or group of tubes, and modify theattributes by putting check marks next to specific attributes, or by removingcheck marks.

The actions to performThe fields in the Actions tab describe the actions to be performed on thetube. These action attributes can be set in the property or by using thecommands in the Tubes menu.

CARTO uses these attributes to determine if the tube should be included inthe inspection list created by the Export command.

Field DescriptionTo Inspect Indicates if the tube is to be inspected.

To Plug Indicates if the tube is to be plugged.

Note: The Plugged attribute indicates that the tube is currently plugged. TheTo Plug attribute indicates that the tube is not currently plugged but shouldbe included in the list of tubes to plug.

Monitoring the InspectionThe fields on the Inspection Monitoring tab describe the acquisition statusof the tube. This information is obtained automatically by the inspectionmonitoring function.

Field DescriptionAcquired Indicates whether the tube has been acquired.

Filename Indicates the name of the acquisition file.

Note: The Acquired attribute means that the tube has an acquisition file forthe current inspection. The filename is that of the file generated byMultiView.


Setting tube numbersInternally, each tube in the heat exchanger section is identified by its row andcolumn number, and optionally by zone. CARTO uses this set of coordinatesfor all program operations.

These position attributes provide a means to identify the tube with thenumbers used by the client in the engineering drawings or by the inspectioncontractor.

Automatic numberingWhen automatic numbering is selected, the tube number is assigned from thelocation of the tube in the grid. The zone attribute is left empty while the rowand column attributes contain the grid position.

The tube number cannot be modified.

You select automatic numbering by means of the Exchanger command inthe Edit menu.

Manual numberingWhen manual numbering is selected, the zone, row and column attributes areleft empty until you provide a tube number.

You can enter the tube number manually for each tube by means of theProperties command in the Edit menu. You can select tubes one a time andset all three position attributes, or select a group of tubes and set only thecommon attribute.

An easier way is to use the Renumber command in the Tools menu.

All tubes must be identified with a unique tube number in order to beinspected. You can use the Check Tube Numbers command in the Toolsmenu to ensure that all tube numbers are unique.


The Renumber commandThe Renumber command in the Tools menu assigns numbers to the tubesselected in the tubesheet editor.

The Renumber Tubes dialog box

The Renumber command displays a dialog box containing the followingfields:

Field DescriptionZone identifier Specifies the zone that will be assigned to all selected

tubes. The field can be left empty if no zone identifiersare used.

Starting row Specifies the number that will be assigned to the firstrow of tubes.

Row increment Specifies the increment between each row of tubes.

Starting column Specifies the number that will be assigned to the firstcolumn of tubes.

Column increment Specifies the increment between each column of tubes.

Origin Specifies the position of the grid origin. The selectedvalue indicates which corner of the selection isconsidered as the first row and first column.

Grid coordinate Specifies that tube numbers are assigned according tothe grid coordinates relative to the specified origin.

Sequentialposition in row

Specifies that the column position of the selected tubeswill be determined by counting the sequential position ineach row. Missing tubes are not counted.

Sequentialposition incolumn

Specifies that the row position of the selected tubes willbe determined by counting the sequential position ineach column. Missing tubes are not counted.

Row orientation Specifies whether the rows are to be numberedhorizontally, diagonally or inverse diagonally.

Column Specifies whether the columns are to be numbered


orientation horizontally, diagonally or inverse diagonally.

The effect of the tube counting options is best described by an example:

1 1

1 2 3

1

2

3

2 1 2 2

1 2 1 3

3 3

2 3

3 23 1 The grid is defined with a bottom left origin and asquare grid. The tube numbers are assigned accordingto the grid coordinate. Removing a tube will notchange the remaining tube numbers.

1 1

1 2 3

1

2

3

2 1

1 2 1 3

3 3

2 2

3 23 1 If the Sequential position in row option is used,removing a tube changes the numbers of the tubes inthe same row.

1 1

1 2 3

1

2

3

2 1

1 2 1 3

3 3

2 3

2 23 1 If the Sequential position in column option is used,removing a tube changes the numbers of the tubes inthe same column.

The grid is defined as a square grid with the originlocated at the bottom left-hand corner. The tubenumbers are assigned according to the gridcoordinates of the column. The rows are numbereddiagonally.


Printing tube numbersWith CARTO, you can identify row and column numbers for printing. Youcan also specify the orientation of the rows and columns and you canmanually specify each of the tubes to be printed.

Specifying the numbers to be printedIn the Tubesheet Editor view, select the tube for which you want to print therow or column number or both. Choose the Tube numbers to be printedcommand in the Tools menu. A dialog opens, allowing you to specify howyou want the number(s) to be printed.

Type DescriptionNone The row or column number is not to be printed.

Oriented If you select this option on one side of the dialog, youcan select "None", "Centered" or "Oriented" on theother. For example, you can select "Oriented" for therow and "Centered" for the column.

The number is printed outside the tube. A small lineindicates the direction of the other tubes that have thesame number. To figure out the direction of a row orcolumn, CARTO calculates the average position ofthe other tubes that have the same number. Thus, theorientation is a straight line between the selected tubeand the average position. So you must choose a tubelocated at the beginning or end of a row or column.Therefore, this type of printing is appropriate when allthe tubes are well aligned.

Centered You can choose this option for a row or a column butyou cannot choose it for both. In fact, if you selectthe "Centered" option for one, the "Centered" optionfor the other is deactivated. However, if you choose"Centered" for one, you can choose "None" or"Oriented" for the other.

The number of the tube or column is printed in thecenter of the tube. This type of printing is usefulwhen the tubes are not aligned or when you want toidentify a tube located in the middle of a row.


Setting the tube display style

If you have experimented with the tube properties, you may have noticed thatthe symbols and colors used to display the tubes change as you set the tubeproperties. The mapping between the tube properties and the tube displaystyle is set using the Display Style Editor command.

The standard tubesheet viewsCARTO provides a number of built-in tubesheet display styles which providedifferent views of the database contents:

• the Tubesheet Editor view

• the Inspection Planning view

• the Result Analysis view

The available views are listed in the View menu. You can also create newviews which will be added to this menu.

The Display Style EditorTo modify the built-in views or create new custom views, you select theDisplay Style Editor command in the Tools menu.

The Display Style Editor

Field DescriptionDisplay Style Specifies the display style currently displayed. The field

can be used to modify the name of the current style orselect a different style from the pop-up list.


States list Specifies the different tube display states. All operationsare applied on the state selected in this list.

Symbols list Lists all available display symbols. Clicking on a symbolassigns it to the currently selected display state.

Description Used to enter a description of the current display style.

New Creates a new display style named "User Defined Stylen" and containing only the Default tube state.

Delete Deletes a user-defined display style. The built-in displaystyles cannot be deleted.

Reset Restores the default states for a built-in display style.

Close Closes the Display Style Editor and saves alloutstanding changes.

Add State Adds new display states to the list. The control displaysa dialog box from which the states can be selected.

Delete State Deletes the selected state from the list. The Default statecannot be deleted.

Up Moves the selected state up in the list. The position inthe list indicates the priority. The Default state cannot bemoved and is always last.

Down Moves the selected state down in the list.

How CARTO uses the display statesIn order to draw a tube in a tubesheet display, CARTO must first select thesymbol and color to use. The States list in the Display Style Editorindicates the symbols to use as well as the priority of the states.

For each tube, the program scans the list and selects the first state whichmatches one of the tube properties. If no matching property is found, the tubeis displayed with the Default property.

Display states are assigned a priority according to their position in the list.For instance, in the Inspection Planning view, the To Inspect property is ofhigher priority than the others to ensure that tubes marked for inspection arealways visible. In all views, the Plugged property is of the highest priority toprevent any other properties from showing.


Adding states to a viewThe Add State button in the Display Style Editor is used to add new stylesto a tubesheet view.

The Add State dialog box

The Add State button displays a dialog box which contains the followingfields:

Field DescriptionState Selects the state to add.

Minimum Specifies the minimum of a range of values when usedwith the Diameter Range state.

Maximum Specifies the maximum of a range of values when usedwith the Diameter Range state.

Material Specifies the material type when used with the Materialstate.

Code Selects the user-defined code when used with theFeature Code and Result Code states.

Add Adds the selected state to the current view. New statescan be added repeatedly until the Close control isselected.

Close/Cancel Closes the Add State dialog box.


The available display statesCARTO can process the following display states:

State DescriptionPlugged Indicates if the plugged property has been set.

To Inspect Indicates if the To Inspect action has been set.

To Plug Indicates if the To Plug action has been set.

Never Inspected Indicates if the tube has never been inspected.

Feature Code Indicates if the tube matches the specified feature code.The code is selected in the Code field from a listpreviously defined using the User Codes Editor.

Diameter Range Indicates if the tube diameter matches the specifieddiameter range. The diameter range is entered in theMinimum and Maximum fields.

Defect DepthRange

Indicates if the tube defect matches one of the specifiedranges of values. This selection displays a dialog boxwhere the ranges are defined.

Result Code Indicates if the tube matches the specified inspectionresult code. The code is selected in the Code field froma list previously defined using the User Codes Editor.

Acquired Indicates whether the tube was acquired for the currentinspection.

Defect rangesA tube may be represented by a symbol or a color selected to indicate thedepth of the maximum recorded defect.

When you add the Defect Depth Range state to your view, CARTO inserts agroup of six defect range states. The first state, labeled No Defect,corresponds to tubes with no detected defects. The five other statescorrespond to defect size value ranges for which you must enter the minimumand maximum limits.

CARTO stores defects as a value between 0% and 100%. The commanddisplays the Defect Ranges dialog box where you can select the limits of eachrange.


The Defect Ranges dialog box

CARTO User Guide Inspecting Tubes • 61

Inspecting Tubes

OverviewIn this chapter, we will describe the tools that CARTO provides so that youcan select and mark the tubes to inspect. Then we will create a tubeinspection list, which can directly be processed by the MultiView inspectionsystem.

The chapter includes the following sections:

• selecting tubes to inspect or plug

• selecting tubes by criteria

• viewing more data

• exporting the tube list

62 • Inspecting Tubes CARTO User Guide

Selecting tubes to inspect or plugThere is a large variety of approaches used to select tubes to inspect:

• tubes specified by client

• random sampling

• sampling in areas of high erosion rate

• tracking the evolution of known defects

• etc.

CARTO does not impose any single approach, but provides you with anumber of tools that you use to select the tubes to inspect.

The Inspection Planning viewBefore selecting tubes for inspection, we will activate a tubesheet displayspecially adapted for inspection planning.

The Inspection Planning command in the View menu displays a tubesheetmap where the To Inspect and To Plug attributes are of a higher priority thanthe other tube properties. This ensures that the tubes marked for inspectionare prominently displayed. Using the Display Style Editor command, youcan easily adapt the view to display the other properties you have selected.

Marking tubes for inspectionTubes can be selected manually using the mouse or according to criteriausing the Select Special command.

Once the tubes are selected, you use the To Inspect tool or command to setthe To Inspect attribute.

Tool DescriptionThe To Inspect tool sets the To Inspect attribute of the selected tubes.

The Do Not Inspect command can be used to clear the To Inspect attribute.

Marking tubes for pluggingTubes can also be marked for plugging by using the To Plug tool orcommand to set the To Plug attribute.

Tool DescriptionThe To Plug tool sets the To Plug attribute of the selected tubes.

The Do Not Plug command can be used to clear the To Plug attribute.


Selecting tubes by criteriaThe Select Special command in the Edit menu is used to select tubesaccording to criteria that you provide.

The Select Special dialog box

The Select Special command displays a property sheet with tabs that areused to enter selection criteria.

If some tubes are already selected, the command will apply to the selectedtubes. If no tubes are selected, the command will apply to all the tubes. Asmentioned previously, you can then use the To Inspect command to mark theselected tubes for inspection.

Selecting by defect sizeThe Results tab of the Select Special command displays the following fields:

Field DescriptionDefect is greaterthan

Specifies a defect size. All tubes with a defect exceedingthis value are selected.

Result code is Specifies a result code. All tubes with a result codematching this value are selected. The result code musthave been entered using the Result Codes Editor.


Selecting by attributeThe Attributes tab of the Select Special command displays the followingfields:

Field DescriptionDiameter is : Specifies a tube diameter. All tubes with a diameter

matching this value are selected.

Feature code is : Specifies a feature code. All tubes with a feature codematching this value are selected. The feature code musthave been entered using the Result Codes Editor.

Material is : Specifies a material type. All tubes with a material typematching this value are selected.

To Plug is :To Inspect is :Plugged :No defect :

For all attributes, the following values can be tested:

If Any, no tubes are selected.If True, all tubes with the attribute set are selected.If False, all tubes with the attribute clear are selected.

Selecting by inspectionThe Inspection tab of the Select Special command displays the followingfields:

Field DescriptionNever inspected If set, selects all tubes that have never been inspected.

Inspected at leastonce

If set, selects all tubes that have been inspected at leastonce.

Acquired If this field contains a checkmark, the command selectsthe tubes that were acquired.

Not acquired If this field contains a checkmark, the command selectsthe tubes that were not acquired.

Selecting by geometryThe Geometry tab of the Select Special command displays the followingfields:

Field DescriptionSelect tubes nearplugged tubes

Above If set, selects the tubes above plugged tubes.

Below If set, selects the tubes below plugged tubes.

Left If set, selects the tubes to the left of plugged tubes.

Right If set, selects the tubes to the right of plugged tubes.

Select tubes near


edges

Top If set, selects all tubes which have no other tube abovethem.

Bottom If set, selects all tubes which have no other tube belowthem.

Left If set, selects all tubes which have no other tube at theirleft.

Right If set, selects all tubes which have no other tube at theirright.

Select tubes inspecified zone

Specifies a zone. All tubes with a zone matching thisvalue are selected.

Selecting by patternThe Pattern tab of the Select Special command displays the followingfields:

Field DescriptionEvery n rows Specifies a row increment.

Starting at row Specifies a row number. All tubes matching this rownumber as well as those at the specified increment willbe selected.

Every n columns Specifies a column increment.

Starting at column Specifies a column number. All tubes matching thiscolumn number as well as those at the specifiedincrement will be selected.

Note: The system counts the rows and columns according to the row andcolumn numbers which have been assigned to each tube. You must thereforehave assigned positions to all the tubes in the exchanger prior to selectingtubes by position. To assign these numbers, you can either use the automaticnumbering feature within the Edit Exchanger command or assign numbersmanually by means of the Edit Properties command.


Selecting randomlyThe Random tab of the Select Special command displays the followingfields:

Field DescriptionPercentage oftubes

Specifies a probability as a number between 0 and100%. For each tube, a random number is chosen andthe tube is selected if it falls within the probabilityrange.


Viewing more dataCARTO provides a number of different views of the database contents.Using the Split Horizontal and Split Vertical commands, you can split themain program window in any number of display panes.

Initially, a pane displays the Empty View. To select another type of view,you first select the pane with a mouse click, then you select the contents fromthe View Menu.

The Tube List viewThe Tube List command in the View menu activates a textual display of theproperties of the tubes selected in the tubesheet.

The Tube List view displays all the available data for each tube selected in atubesheet display. Tubes can be selected manually or using the SelectSpecial command.

Each tube property is assigned to a column in the tube list. The width ofindividual columns can be adjusted with the mouse.

Tubes can be selected in the tube list and will be highlighted in the tubesheetdisplay.


Exporting the tube listOnce you have selected and marked the tubes to inspect, you select theExport command in the File menu to create the tube inspection list.

The R/D Tech MultiView program can directly process the inspection listand perform the requested inspection.

The Export command performs the following validations:

• The Inspection file directory configuration option must have beenset using the Options command in the File menu.

• All tubes must be identified by a unique number.

• At least one tube must have been selected for inspection.

The inspection list propertiesThe Export command displays a property sheet window where you fill in aform describing the inspection to be performed. This information, as well asthe heat exchanger identification, is added as a header to the list of tubenumbers.

The first page describes the basic inspection properties.

The inspection list properties tab

The inspection list property tab contains the following fields:

Field DescriptionOutage Specifies a name for the outage or shutdown. The field

can also be used to select the outage from a list of


existing names.

Contract Specifies the inspection contract identifier.

Method Specifies the recommended inspection method.

System Specifies the recommended inspection system.

Probe Specifies the recommended inspection probe.

Comments orspecialinstructions

Specifies any additional information.

Next Displays the file property tab.

Except for the outage name, all fields are optional. If values are provided,they will eventually be included in the inspection reports.

All inspections are identified by the inspection date and time and by the user-provided outage name.

Since some reports are sorted alphabetically by outage name, you shouldkeep this in mind when you select names.

The inspection file propertiesThe second tab of the property sheet describes the inspection file itself.

The inspection file properties tab

The inspection file property page contains the following fields:

Field DescriptionDirectory Specifies the directory where the inspection list will be

created.

Browse Displays a dialog box used to select an existing directorypath. The selected path will be copied to the Directory


field.

File Specifies the inspection file name. If no file extension isprovided, the program uses ".LST".

Format Specifies the inspection file format.

Tubes to inspect Specifies that the inspection file will contain the tubeswith the To Inspect attribute.

Tubes to plug Specifies that the inspection file will contain the tubeswith the To Plug attribute. The MultiView programcannot process these tubes.

Only export tubeswhich are selected

Specifies that the system is to look only within the groupof selected tubes for those with the To Inspect or ToPlug attribute.

Back Displays the inspection list property page.

Finish Exports the inspection list to the specified file.

When the Finish field is activated, the program creates the requestedinspection list in the selected file.

You can produce any number of inspections lists for the same heat exchangersection. Each inspection list could identify specific tubes to inspect with adifferent technology or probe type.

In order to simplify the management of the inspection data, the program willpropose to store the inspection list file in a directory named according to thenames of the outage and of the heat exchanger section. You can modify thisvalue directly or using the Browse field.

Note: Inspection lists containing tubes with the To Plug attribute cannot beprocessed by MultiView. However, these lists can be printed and used as awork order. The format of the inspection list is compatible with spreadsheetprograms such as Microsoft Excel so the list can easily be reformatted.

Monitoring the inspectionOnce you have created the tube inspection list, CARTO can monitor theinspection list. The Options dialog allows you to assign a name to the file tobe monitored and to activate the monitoring process (see Setting programoptions, page 9). Thus, CARTO automatically updates the database for allacquired tubes.

The R/D Tech MultiView program must update the file whenever theacquisition of a tube comes to an end.

CARTO User Guide Inspection Results • 71

Inspection Results

OverviewIn this chapter, we will describe how CARTO processes the inspectionresults produced by MultiView. We will also see how to manage theinspection records and how to analyze the results in order to plan the nextinspection.


• importing inspection results

• viewing the results

• analyzing the results

• managing the inspections

72 • Inspection Results CARTO User Guide

Importing inspection resultsThe MultiView inspection system reads the inspection list that you createdwith the Export command and inspects the selected tubes. Once the tubeshave been inspected and the results analyzed, MultiView creates aninspection report file which describes the inspection performed, and includesthe results for each inspected tube.

Using the Import command in the File menu, you will select the MultiViewinspection report, and the program will integrate the results in the database.Each time you import an inspection file, CARTO creates a results recorddescribing each tube as well as an inspection record describing the processitself.

Selecting the inspection results fileThe Import command first displays a standard file dialog box where youselect the MultiView report file to be read. The default file directory is setaccording to the Inspections file directory configuration option.

MultiView stores the inspection results file in the same directory as thatwhere the inspection list was stored.

The Import Inspection Results file selection dialog box

CARTO reads the file header and determines the inspection context. Theprogram then displays a sequence of property pages where you can identifythe name of the outage and provide the data that will be stored in theinspection record.


The inspection contextThe inspection context property page identifies the results file contents andindicates where the inspection results will be stored in the database.

The Import Inspection Results context tab

The property page contains the following fields:

Field DescriptionClient Specifies the client code.

Site Specifies the site name.

Exchanger Specifies the exchanger name.

Section Specifies the section name.

Outage Specifies the name of the outage or shutdown. The fieldcan be used to modify the name or select from the list ofavailable names.

Next Displays the inspection properties tab.

Note: The program will ensure that the heat exchanger section exists in thecurrent database. If not, the program will offer to associate the results withthe heat exchanger section currently displayed.


The inspection propertiesThe second property page of the Import command displays the fields thatwill be stored in the inspection record.

The Import Inspection Results inspection properties tab

The inspection properties page contains the following fields:

Field DescriptionBegin Specifies the inspection starting time.

End Specifies the inspection ending time.

Operator Specifies the name of the operator performing theinspection.

Analyst Specifies the name of the analyst analyzing the data.

Contract Specifies the inspection contract identifier.

Method Specifies the inspection method used.

System Specifies the inspection system used.

Probe Specifies the inspection probe used.

Comment Specifies any additional information.

Back Displays the inspection context tab.

Finish Continues reading the inspection file and imports thetube inspection results.

Except for the begin and end times, all fields are optional. If values areprovided, they will eventually be included in the inspection reports.

When the Finish field is activated, the program processes the inspection fileand creates the individual tube inspection result records and the inspectionrecord.


Processing the inspection resultsFor each tube in the inspection results file, CARTO performs the followingvalidations:

• Verify if the tube exists in the selected heat exchanger section. Ifnot, display a message and ignore the data.

• Verify if the detected defect is smaller than the current tube defect.If so, request user confirmation since this may indicate either aproblem or a new defect.

• Verify whether the result code is defined and set the tube attributesaccordingly. If not, display a message and ignore the result code.

All inconsistencies and errors are indicated and the user is offered the choiceof ignoring the data or aborting the Import command with no results storedin the database.

For each valid inspection result, the program creates a result record andupdates the tube and section records in the following manner:

• The tube Inspected attribute is set to TRUE.

• If the detected defect is larger than the current defect, the currentdefect is updated and the result code is stored with the tube.

• The section statistics are updated according to the inspection results.

The results records are used to store the results of each inspection performedon a tube.

The tube records are used to store the description and attributes of each tubein the heat exchanger section as well as the current state of the tube.


The inspection statisticsOnce all results have been processed, the program updates the section recordand displays the inspection statistics.

The inspection statistics

Note: The range of values for the inspection statistics is copied from theResults Analysis display style and is stored with the inspection record. Thevalues for this style are set using the Display Style Editor command. If youwant to modify the default range of values, you should do so beforeimporting inspection results.


Viewing the resultsWhen you import inspection results, CARTO immediately updates the tuberecords and all views of the database contents. Two types of views areprovided to display the inspection results.

The Result Analysis view provides a tubesheet map that is color-codedaccording to the inspection results. The Results List view provides a textualview of all the inspection results available for selected tubes.

The Result Analysis and Results List views

The Result Analysis viewThe Result Analysis command in the View menu displays a tubesheet mapwhere the detected tube defects are represented by symbols or colorscorresponding to the range of values defined using the Display Style Editorcommand.

The Result Analysis view displays the maximum defect detected for eachtube.


The Results List ViewThe Results List command in the View menu displays a textual view of theinspection results. Each line in the list represents the result records for a tubeselected in the tubesheet view. Each column in the list represents a field inthe results record.

The width of each column can be adjusted by dragging the border betweencolumn titles.

The inspection filterThe Inspection Filter command in the View menu restricts the contents ofthe different views to the results of any specific outage or inspection.

The command displays a dialog box where you can select the required outageor inspection.

The inspection filter dialog box


In the filtered view, only the tubes inspected during the outage or theinspection are visible. All other tubes are displayed as large dots.

Filtered views


Analyzing the resultsOnce the inspection results are stored in the database, you can printinspection reports, select tubes for plugging, and start planning the nextinspection.

We will discuss the printing of inspection reports in the next chapter. In thissection, we will describe some basic techniques that you can use to analyzeresults and plan the next inspection.

Creating custom display stylesThe previously described Display Style Editor can be used to create customdisplay styles adapted to your analysis needs. For instance, if you assign thesame color or symbol to different attributes or defect ranges, you can easilycreate a Fail/Pass type of display where only suspicious tubes are displayed.

Selecting tubes according to the defect sizeThe Select Special command can be used to select all tubes exceeding acertain defect size or containing a given result code. Once the tubes areselected, you can either directly mark them for inspection or plugging, or usethe Properties command to assign a special feature code. Using the DisplayStyle Editor, you can then assign a symbol or color to all tubes with thespecial feature code. This method can be used to produce any number ofspecial tubesheet displays identifying specific heat exchanger conditions.

Counting tubesWhen you select tubes in the display, CARTO indicates the number ofselected tubes in the program status bar at the bottom of the window.

By using the Select Special command, you can easily count the number oftubes matching any of the provided attributes.

Using multiple tubesheet viewsThe main CARTO program window is divided in two panes that can displaytwo different views of the database contents. Initially, a pane displays theEmpty View. To select another type of view, you first select the pane with amouse click, then you select the contents from the View menu.

A convenient analysis tool is provided by simultaneously displaying theInspection Planning and Result Analysis views. With the two views visible,tubes that you select for inspection in the Result Analysis view areimmediately displayed in the Inspection Planning view.

Using the Split Horizontal and Split Vertical commands in the Panesmenu, you can create additional panes that you can assign to different views.

Panes can be deleted with the Delete command in the Panes menu.


The heat exchanger statisticsAt all times, CARTO maintains an up-to-date summary of the status of heatexchanger sections. This summary is available from the Section Statisticstab in the property displayed with the Exchanger command in the Editmenu.

The section statistics


Managing the inspectionsCARTO creates a database record for each inspection imported with theImport command.

The Inspections commands in the Edit menu displays a list of all theinspections in the database and provides access to the inspection records.

The inspection list dialog box

The command displays a dialog box containing the following fields:

Field DescriptionSelect inspection Lists all the inspections available for the current heat

exchanger section. The inspections are organized byoutage and starting time.

Delete Deletes the selected inspection record and all associatedtube inspection results.

Edit Displays the selected inspection record and allows thefields to be modified.

Statistics Displays the inspection summary for the selected record.

Close Closes the dialog box .

Note: When you delete an inspection record, the program recalculates thecurrent heat exchanger status by scanning all the remaining tube inspectionresults in order to determine the maximum defect and the associated resultcode.


Importing from a text fileCARTO can also import results from a text file. Therefore, you canmanually import results into CARTO without using MultiView. The fileformat matches the CARTO results list, except for the first column. In fact,the Action column must not be included in the text file since all the resultsimported via this method are assigned Inspected status.

Text file formatThe information must be written in the file in the following manner:

11/02/98 Z2 3 13 65.0 CRK CH1 10.0 3.5 90.0 REP1+0.2comment1

11/02/98 Z2 4 13 60.0 CRK CH1 10.0 3.4 95.0 REP1+0.4comment2

The file columns, from left to right, represent the following:

Text FileColumn

Details

Date The format must match that of your Windowsconfiguration options.

Zone Free-form.

Row Whole number.

Column Whole number.

Depth Real number representing a percentage.

Evaluation Type of defect. Must be a type known to CARTO.

Channel Free-form.

Frequency Real number representing the frequency, in kHz.

Voltage Real number representing a value, in Volts.

Phase Real number representing a value, in degrees.

Position Free-form.

Comment Free-form.

The file columns are to be delimited by a single TAB.

The tube number (zone, row, column) must exist in the exchanger.


Creating the file with Microsoft ExcelMicrosoft Excel is very useful for generating a results import file in textformat. You simply write the results in an Excel worksheet. The 12 columnsdescribed in Importing from a text file (page 83) must match the first 12columns of the worksheet. You must then save the Excel file in text format,with the fields delimited by TABs.

Importing the resultsEverything works exactly as it does with MultiView's inspection report. Yousimply use the File menu's Import command and select the text file. Theresult import mechanism detects the various result file formats and processesthem accordingly.

CARTO User Guide Reports • 85

Reports

OverviewIn this chapter, we describe the inspection reports that CARTO provides aswell as the commands that you can use to print the tubesheet maps.


• printing tubesheet maps

• printing inspection reports

Note: The features described in this chapter are available only when theprogram is running in full capabilities mode.

86 • Reports CARTO User Guide

Printing tubesheet mapsAs we saw in the previous chapter, the tubesheet display providessophisticated analysis capabilities.

When a tubesheet view is selected, the Print command in the File menu canbe used to print the current tubesheet. The printout contains a headerdescribing the selected heat exchanger section, and a footer describing thesymbols and colors used. It also indicates whether the inlet or outlet sectionis being printed.

The tubesheet is scaled to fit the current paper size and orientation and thetubes are printed according to the selected display options, including theinspection filter.

The Print Setup command selects the printer and paper orientation.

The Print Preview command provides a preview of the printed tubesheet.


Printing inspection reportsCARTO can extract information from the database contents in order toprovide reports on different aspects of the heat exchanger.

All reports contain page numbers in the form "Page 1 of n" to inform you ofthe length of the report, and a footer (see "Customizing Report Footers",below).

All the reports are selected from the Reports menu and are printed by thereport generator.

The report generatorThe report generator is launched as a separate program, which displays awindow containing a preview of the report.

This window contains the following commands:

Command DescriptionDisplays the first page of the report.

Displays the previous page of the report.

Displays the next page of the report.

Displays the last page of the report.

Enlarges and reduces the display scale.

Prints the report.

Exports the report contents to a disk file. The command displaysa dialog box where you select the file format.

Exports the report contents as an e-mail message. The commanddisplays a dialog box where you select the file format.

Closes the report generator window.

Cancels a report before the data has been displayed.

88 • Reports CARTO User Guide

The Heat Exchanger Status reportThe Heat Exchanger Status report prints the statistics for each section of thecurrent heat exchanger. The report provides the following values:

• the number of tubes

• the number of tubes inspected and never inspected

• the number of tubes by attribute

• the number of tubes by defect range

The Heat Exchanger Status chartThe heat exchanger Status Chart prints a pie chart of the distribution of tubesby defect range and attribute type for each section of the current heatexchanger.

The Inspection Summary reportThe Inspection Summary report prints a summary of the inspection results ofthe current heat exchanger section for a specific inspection or for all theinspections of an outage.

The report includes the following data:

• the contents of the inspection record

• the number of tubes inspected

• the number of tubes by attribute

• the percentage of tubes by attribute, rounded to one decimal place

• the number of tubes by wall loss range (note that the report indicateswhether or not the upper and lower boundaries are included withinthe range - e.g., 0<X<=20)

• the percentage of tubes by wall loss range, rounded to one decimalplace

The command first displays a dialog box to select the required inspection oroutage.

The List of Inspected Tubes reportThe List Of Inspected Tubes report prints a list of all the tubes inspectedduring the selected inspection or outage.

The command first displays a dialog box to select the required inspection oroutage.


The Tube Inspection Results reportThe Tube Inspection Results report prints a list of inspection results for everyinspected tube of the heat exchanger. The report includes the maximumdetected defect for each inspected tube.

Customizing Report FootersEvery report printed by means of the Reports menu includes a footer whichcan be modified to display custom graphics such as your company logo. Thefooter is stored in the FOOTER.BMP file which you can easily modify to suityour requirements. In order to preserve the original scaling, you shouldalways start with a copy of the original file.

Creating Custom ReportsThe CARTO reports were created using the Crystal Reports softwarepackage. This software can be used to generated custom reports from theCARTO database. Furthermore, the existing report contents and/or sortorder can easily be modified. For more information, please contact Cybectecinc..

CARTO User Guide Reference • 91

Reference

OverviewIn this chapter, we provide a brief description of all available CARTOcommands. The commands are listed by menu, in alphabetical order.

The FILE MenuThere are two forms of the File menu: the first one is displayed when nodatabase file is open, and the second is displayed when at least one file isopen. Some commands are only available in one of these forms.

Change PasswordChanges the supervisor mode password.

Displays a dialog box where you enter the current password as well as thenew password.

The command is available only if the operator mode option was selectedduring program installation.

CloseUpdates the database contents and closes the active file.

Compact DatabaseCompacts an existing database to reduce the disk space required.

Displays a dialog box to select the database file.

ExitUpdates the database and quits the CARTO program.

ExportCreates a tube inspection list for the MultiView system.

The command displays a property sheet dialog box where you enter thespecified inspection procedure, the inspection file directory and the filename.

See "Exporting the tube list" on page 68.

92 • Reference CARTO User Guide

ImportImports MultiView inspection results and integrates them in the database.

The command first displays a file selection dialog box where you select thefile to import. Then, the command displays a property sheet window whereyou select the outage and enter the fields for the inspection records.

See "Importing inspection results" on page 72.

New DatabaseCreates a new database file.

Displays a dialog box to select the directory where the file will be saved.

Open DatabaseOpens an existing database file and creates a window to display the databasecontents.

Displays a dialog box to select the database file.

OptionsDisplays a dialog box where you enter the program configuration options.

See "Setting program options" on page 9.

PrintPrints the contents of the active window. The command is only available forprinting tubesheet maps.

See "Printing tubesheet maps" on page 86.

Print PreviewOpens a print preview window and displays the tubesheet map as it willappear when printed.

Print SetupOpens a dialog box where you select the printer and specify the printeroptions.

RevertCancels any changes to the database since the last time the database wasupdated automatically or using the Save command.

See "Updating the database" on page 43.

SaveSaves all outstanding modifications to the database.

By default, the program automatically saves all changes and updates thedatabase before any command that requires up to date tube data.

See "Updating the database" on page 43.


Software KeyDisplays a dialog box to enable the software key and select the programoperation mode.

See "The software key" on page 7.

Supervisor ModeEnables or disables the program supervisor mode.

Displays a dialog box where you enter the supervisor mode password.

The command is available only if the operator mode option was selectedduring program installation.


The EDIT Menu

CopyCopies the selected item to the clipboard.

The command can be used to copy tubes, see "Copying tubes" on page 41, orto copy complete heat exchanger sections, see "Copying heat exchangersections" on page 34.

CutDeletes the selected item and places it on the clipboard.

The command can be used to delete tubes, see "Deleting tubes" on page 42.

DeleteDeletes the selected item but does not place it on the clipboard.

ExchangerDisplays the heat exchanger property editor used to edit the client, site, heatexchanger, and section records.

See "Managing the database records" on page 27.

Group tubesCreates a group of tubes that can be rotated and positioned without beingattached to the grid.

See "Grouping tubes together" on page 44.

InspectionDisplays a list of all the inspections in the database and provides access tothe inspection records.

See "Managing the inspections" on page 82.

PasteInserts the contents of the clipboard in the active view. Used with the Copycommand to copy tubes or heat exchanger sections.

PropertiesDisplays a property sheet used to consult and modify the properties of thecurrently selected tubes.

Properties can be modified only when the Tubesheet Editor is the activeview.

See "The tube property editor" on page 48.


Select AllSelects all tubes in the active tubesheet display, or all lines in the tube list orresult list views.

Select SpecialSelects tubes according to user-defined criteria. Displays a property sheetwindow where the criteria can be entered.

See "Selecting tubes by criteria" on page 18.

UndoUndoes the last command.


The VIEW Menu

Application ToolbarDisplays or hides the application toolbar at the top of the main programwindow.

Database ContentsReplaces the contents of the current window pane with a hierarchical view ofthe database contents.

See "Using the database contents view" on page 33.

Display InspectionsAdds or removes the available inspections to the contents of the DatabaseContents view.

Editor ToolbarDisplays or hides the editor toolbar at the top of the main program window.

Inspection FilterRestricts the contents of the different views to the results of any specificoutage or inspection.

Displays a dialog box to select the inspection or outage.

See "The inspection filter" on page 78.

GridDisplays or hides the grid in the tubesheet views.

InletDisplays the tubesheet map as seen from the inlet side. This is the defaultview.

Inspection PlanningReplace the contents of the current window pane with a tubesheet map wherethe To Inspect and To Plug attributes are of a higher priority than the othertube properties.

See "The Inspection Planning view" on page 62.

OutletDisplays the tubesheet map as seen from the outlet side. The display istransposed according to the symmetry defined in the section record.


Result AnalysisReplaces the contents of the current window pane with a tubesheet map colorcoded according to the inspection results.

See "Viewing the results" on page 77.

Results ListReplaces the contents of the current window pane with a list of the inspectionresults of the tubes selected in the tubesheet.

Status BarDisplays or hides the application status bar at the bottom of the mainprogram window.

Tube ListReplaces the contents of the current window pane with a list of the propertiesof the tubes selected in the tubesheet.

Tubesheet EditorReplaces the contents of the current window pane with the tubesheet map forthe active heat exchanger section, and enables the editor commands.

See "The tubesheet editor" on page 39.

ZoomSelects the tubesheet display scale. The Zoom In option enlarges the display,Zoom Out reduces the display, To Fit scales the display so that all tubes arevisible, and Zoom selection scales the display as a function of the selectedtubes.


The TUBES Menu

Do Not InspectClears the To Inspect attribute for the selected tubes.

Do Not PlugClears the To Plug attribute for the selected tubes.

To InspectSets the To Inspect attribute for the selected tubes. Tubes with this attributecan be included in the inspection list produced by the Export command.

To PlugSets the To Plug attribute for the selected tubes. Tubes with this attribute canbe included in the inspection list produced by the Export command.


The REPORTS Menu

Heat Exchanger StatusPrints the statistics for each section of the current heat exchanger section.

See "Printing inspection reports" on page 87.

Inspection SummaryPrints a summary of the inspection results of the current heat exchangersection for a specific inspection or for all the inspections of an outage.


List of Inspected TubesPrints a list of all the tubes inspected during the selected inspection oroutage.


Status ChartPrints a pie chart of the distribution of tubes by defect range and attributetype for each section of the current heat exchanger.


Tube Inspection ResultsPrints a list of inspection results for every inspected tube of the heatexchanger.



The TOOLS Menu

Check Tube NumbersVerifies that all tube numbers are unique and selects any duplicate tubes.

Delete ColumnDeletes a column in the tubesheet editor grid.

See "Modifying the grid" on page 40.

Delete LineDeletes a line in the tubesheet editor grid.


Display Style EditorDisplays a dialog box in order to select the symbols and colors associatedwith the different tube properties and inspection results.

See "The Display Style Editor" on page 55.

Flip HorizontalTransposes the left and right sides of the set of tubes selected in the tubesheeteditor.

See "Flipping and rotating tubes" on page 42

Flip VerticalTransposes the top and bottom sides of the set of tubes selected in thetubesheet editor.

See "Flipping and rotating tubes" on page 42.

Insert ColumnInserts an empty column in the tubesheet editor grid.


Insert LineInserts an empty line in the tubesheet editor grid.


Insert TubeCreates a single tube by clicking at the desired grid position in the tubesheeteditor.

See "Creating tubes" on page 40.


LineUses the mouse to create a line of tubes in the tubesheet editor grid.


Rectangular FillUses the mouse to fill a rectangular area of the tubesheet editor grid withtubes.


RenumberAssigns numbers to the tubes selected in the tubesheet editor. Displays adialog box to enter the tube counting rules.

See "The Renumber command" on page 52.

RotateRotates the set of selected tubes clockwise by 90 degrees in the tubesheeteditor.

See "Flipping and rotating tubes" on page 42.

Software KeyDisplays a dialog box to enable the software key and select the programoperation mode.

See "The software key" on page 7.

Tube numbers to be printedAllows you to set up the printing of the tube numbers.

See "Printing tube numbers" on page 54.

User Codes EditorDisplays a dialog box used to define the tube feature codes and theinspection result codes.

See "Adding feature and result codes" on page 46.


The PANES Menu

DeleteDeletes the current window pane. A window always contains at least twopanes.

Split HorizontalSplits the current window pane in two by inserting a horizontal division inthe middle. The size of the individual panes can be modified by dragging thedividing line with the mouse.

Split VerticalSplits the current window pane in two by inserting a vertical division in themiddle. The size of the individual panes can be modified by dragging thedividing line with the mouse.


The WINDOW Menu

Arrange IconsArranges the icons of minimized window into rows.

CascadeArranges open windows so the title bar of each window is visible.

New WindowCrates a new window for the current heat exchanger section of the currentdatabase. If the same heat exchanger section is selected in two windows, thesecond one is read-only and cannot be modified.

TileArranges open windows one below the other so that all windows are visible.


The HELP Menu

About CARTODisplays a dialog box indicating the program version.

ContentsDisplays the Online Help table of contents.

CARTO User Guide Simulating an Inspection • 105

Simulating an Inspection

OverviewIf you install CARTO without a software key, CARTO will automatically runin demonstration mode. In this mode, inspections will always be simulated;the various dialogs will guide you through the process, and the reports andviews will be limited in scope (see The CARTO operating modes, page 7).

If you do have a software key and are operating in full or light mode, youmay decide to simulate certain conditions for training or demonstrationpurposes. The paragraphs which follow tell you how to proceed in such acase.

Setting Up the CARTO.INI FileBefore you can simulate an inspection, you must execute the following step:

• Locate the CARTO.INI file in the Windows root directory, and adda line containing "importSimulator=1" after the [Developer] line.Thus, after you have effected the change, the lines will appear asfollows:

[Developer]importSimulator=1

Importing the ResultsSelect the Import command in the File menu.

The system will respond with:

The contents of the inspection results file will be simulated.

CARTO does not actually read a MultiView inspection file, but rather,randomly assigns a defect to all tubes marked for inspection. It creates aninspection record and result records for all "inspected" tubes. When it hascompleted the simulation, it presents you with the simulated statistics.

106 • Simulating an Inspection CARTO User Guide

Disabling the SimulationTo disable the simulation, you need not remove the line which you added inthe CARTO.INI file. You simply need to change the value after the equalssign from a 1 to a 0:

importSimulator=0

carto user guide

Documents