AutoCAD Plant 3D: Converting AutoCAD to PID

all right well we appreciate everybody attending today we're going to be covering converting autocad to pnid i'm going to get right to it because this is uh not gonna be the shortest webinar i've ever done it'll take about an hour to go through that and that's with me talking fairly quick and going through the steps you'll get the recording so you can pause and do this stuff later and make sure you get everything so i'm i'm just going to flow through this and explain as much as i can because a lot of information here we're going to start with understanding pipeline segments and pipeline groups just a little short review on that how they work and everything because that is important to know when you're converting items from autocad to pnid on the autocad side we're going to show you how to prepare that line work for conversion but also your blocks and symbols as far as scaling and color and stuff like that that needs to be taken into consideration before it comes into pid on the plant 3d side we'll look a little bit at project setup we're not going to go into the project setup it's going to be more or less letting you know things you need to do in the project setup in order for it to convert correctly and then we're going to do the converting of the line works and the objects of the into plant paint 3d emp id you'll receive some additional tips tricks and auto lists and at the end of the webinar i'm going to have a screen on to show you where you can download the auto list that i'm going to be utilizing you do not have to use the auto list to do this basically i was able to do the entire conversion without any other list of the drawing we're going to be looking at it took me about an hour and five minutes i was able to do it with one of the other lists that i'm going to show you which is what i call the free version in about 40 minutes and then there's going to be a version of auto list on the hub that you can download with it i can do the whole drawing in about 25 minutes so you can see there's a major difference between uh which method you want to use but that's up to you which way you want to do it but let's go ahead and get right to it i'm going to go ahead and switch my screen here to autocad p id so i'm actually going to play it 3v but right here is an autocad p90 drawing that's already drawn because the first thing you need to understand are line segments and line groups and p id because that's going to be very important with transferring the lines over so right here you can see when i select this one piece of pipe here the whole thing highlighted because that is a pipeline group and if you may not whether you know it or not the pipeline groups mean they share the same service and the same line number so each everything in the pipeline group has one service one line number that's it you can't have i can't set up different ones in a group now in a pipeline segment as you notice right now highlight why i selected this piece of pipe so you can see there's the two grips there that's a pipeline segment this right here is a pipeline segment this one's a pipeline segment each pipeline segment can have a unique size or spec in this case they're just different sizes so pipeline statements are the parts that are going to have unique sites i'm going to have unique size and spec the group has a global service and line number and that comes into play when we're actually converting these things over so what i'm going to do is come over here i've got a drawing already started in p id and i'm going to go ahead and insert my drawing from autocad so it's i312018 here it's an old drawing i'm going to explode it insert it at 0 0 and just let it come in here all right so this is a drawing i actually drew back in 1992 so it's a very old autocad drawing uh release 14 if i'm not mistaken the only thing i've done to it is i've erased title block and anything that referenced a client or anything like that but other than that it is exactly like it was drawn in 1992. now the first thing when you pull these things over that you may have to do is do a little cleanup that drawing in 1992 was a 24 by 36 drawing this one's a 22 by 34 so you know i've got a little cleanup over here that i may need to do to get this thing to fit so you may have some issues like that and getting it to fit in your title block and that's just typical that's not something you're going to be able to get away with the thing to remember is there's no magic button to come into bringing an autocad drawing into p id because autocad doesn't have the intelligence or the sql database that p id has so you may have to do a little cleanup to get it to fit you may have to do a few other things one of the things i like to do this is more like what i use for an info tag and um plant 3d so i'm going to move these out of the way from the equipment and just kind of place them up at the top for use later just a little bit of clarity so i'm going to place them up there and this is just the personal preference of being able to get that info tag up there so once you've got it set up kind of clean this way now we want to deal with those pipeline segments and something you need to know about it is how you need to be familiar with the drawing so in this particular case i drew this like i said in 1992. i only use lines for piping so i am for signal so i know that everything here is a pipeline that's going to be a line so that one there is on a layer called p dash one which stood for piping primary basically these yellow ones are on a layer called p dash that got both p dash two which was piping secondary and this was p dash three piping tertiary so very simple layer system back then that i was using but piping was on a p dash one two three for primary secondary tertiary so i that's how the equivalent to here today i did not use polylines for any of my line work i also used now i didn't use polylines for this tank because it wasn't not a typical tank the pumps are a block and this right here was a unique tank that was not common i didn't use so i just used polylines for that but all the symbols are actually blocks every valve every symbol in here even my line numbers here are our block with attributes so because that's the way i worked it makes it pretty simple in this particular case to translate it if you use if you have no drawing that where the valves are lines and not blocks it's going to take you a lot longer to do it and i don't even know if it'll be worth it it may be faster to redraw it but if your old drawing has a lot of blocks in it and you know it's something where you can differentiate items even if it's by layer it's going to make your life easier in this case we're going to start with the line work so i'm going to use quick select here and i'm going to pick all the lines in the drawing because everything in the drawing that's aligned i know should be a piece of pipe i'm going to go ahead and isolate it it's going to be a piece of pipe or a piece of a signal line the key here thinking in terms of pipeline segments this should be a pipeline segment no breaks top line segments anything that's in here that should be a pipeline segment i don't want them i want them to be a solid line or a solid p line in order to to transfer over or else i'm going to have i did this as is this would be three different pipeline segments none of them would be using the same they would be the pipeline group would just be a hassle so i want to get this stuff fixed now a couple of things i'm going to fix first is this right here has an instrument bubble in it i do know that so i'm going to fill up those first just to get them connected so i'm using autocad's fillet command just to fix those corners it's the only three places in the drawing that it actually happened i just happen to know that because i've looked at this drawing a lot over the last week next i'm going to use an autocad command called join i'm just typing it in join and with that you want to pick a line segment what's going to be a pipeline segment and it will make it one line as long as they share the same x or y or the second or the same angle now once i select it i can just start clicking it i can do any type of selection process i want to with it the key here is to pick a solid line that's or something that's going to be a solid line if i accidentally pick something like this where i've got the vertical as well as the horizontal when i hit enter notice it didn't do any of those horizontals but what it did do was to make that one a p-line because of doing that i can't join it with the other line so i'm going to go ahead and explode it so the key with the join command at this point and stage of the game is to make sure you're picking just the line you want to bake solid and it's pretty easy to do quickly if you just think if you just keep in mind what you're picking i picked something wrong there so let's go ahead and do it this way and you can go through an entire drawing and get everything into those pipeline segments that includes instrument lines but you got to do them unfortunately one at a time i probably could have wrote a whisper team but they would have still been a lot of selection process it would have been pretty complex uh to do that and maybe i will for the hub version i don't know i'm just right now i just wanted to show you this is just straight autocad that i'm doing right here so once you've got these all joined together wherever you have breaks then we can do the next step of this which is getting ready for the pipeline groups here i want to go ahead and just pick those individually now i think there's one up at the top so once you've got that done you can see this will take less than a minute to do that these i don't need to join because they're two different types of signal lines and stuff like that but kind of kind of go through and make sure everything is connected the way you want it i want to use the join command one more time but i'm going to just do everything at once and what that did now i got a pipeline segment there's a polyline there's a pipeline segment there's a pipeline so now i've got good pipeline segments for anything but i have one mistake here see this one should be a pipeline segment of this and this should be a different pipeline statement i'm going to use the explode command and explode both of these and fix that so basically at this point and we're gonna have to break it that was a mistake of mine i wasn't paying attention no it's separate all right so there's one so here i can say uh join and i'm gonna make this one pipeline savings you gotta be aware of stuff sometimes what you're doing so now these can all be done together so now i got one pipeline segment pipeline segments that's your goal get these into pipeline segments so that that's where they're going to be sharing sizes and stuff some of these will automatically become top-line groups next i'm going to go in in my object isolation next we're going to talk about symbols and what they may need to be so i'm going to go through all these and check them i've already done that but i know a couple of these have some issues i'm going to come over here to this one and show you that when i it's scale factor when i look at a valve notice over on the p id side those symbols come in at a quarter inch scale factor now look at a reducer that symbol comes over at a one inch scale factor i need to match or else i'm going to have issues so back over here i can compare these i just did those two because i know the reducers are wrong but if i look at this valve i back then i was using a quarter inch scale factor so i was using the same system in 92 scale factor-wise with my valves using p9d so that's not new to me but notice my reducer is at an eighth inch scale factor the one and v9d was at a one inch scale factor that's going to make it convert to a very teeny tiny reducer so i want to fix that ahead of time so i'm just going to go ahead and use select similar select all my five of my reducers that are in here and i want them to be a one inch scale factor they look huge i could literally leave them like that though and it wouldn't matter but in my case just to make it more comfortable since there's only five of them or since it's just the one block that i need to do this i'm gonna go ahead and block editor and just scale this one symbol down an eighth of an inch so that it looks correctly the size correctly but it's a one inch scale factor as far as the block is concerned in its insertion so the other thing you have to be aware of scale factor wise negative scale factors i don't have any in this drawing but if you mirror something it may have a negative scale factor rotation that can affect how the block comes over so you need to be aware of things like that most of the time with the negative scale factor in rotation though you can probably easily fix because it'll stand out on the p once it's converted to p id but you want to prepare this stuff the other part of this that you want to prepare i've already done it with the pumps but i did not do it with this tank and that is audit pla piv uses by block for color in symbols other than by layer now i did not go through and fix all the valves and stuff because i don't want to use this valve and this valve as a symbol i want to use the valves that come out of the box for p id so i'm not going to i'm not going to worry about those but this tank i'm not going to be changing so this one i need to make sure that this piece and these two pieces here are set up to color by block the other part is the layer i want to get rid of that equipment layer so i'm going to put it on layer 0 because i don't want that to get locked into the symbol that i'm that i'm using where i can't purge it out so i'm going to get that to layer 0 and by block and escape that worked for the most part but this is actually a block and so i had to do this to the pumps also you got to go to the block editor and just like with that with it outside of here this needs to be color by block that is very important if you expect the painter to work in p id or the layer colors like and all that to work correctly so get the anything that's going to remain in your p90 in this case it's going to be a one offset symbol make sure you have it set to by block and not by layer so it's bye bye block hello by layer yes i have a corny sense of humor i'm sorry right now the p id as far as autocad is concerned is ready to go i'm ready to move this into plant 3 and be an id so i'm going to start with the line work for the um project well first i need to show you what you need to be aware of project setup wise for instance this line here is going to be that p three layer that's the tertiary line if the tertiary line doesn't exist in the p id project it won't be able you won't be able to trans convert to it so i'm gonna i've got a tertiary line here that's in my custom line it's not there out of the box symbols like this electrical tracing symbol i had to add that so i've got a custom electrical tracing symbol already there out of the box now this one set up pretty slick to where when i change the tracing on the pipeline like i mean it's heat tracing it changes it uses one symbol i'll make an electrical tracing that uses a different symbol but that symbol is controlled out by it has to exist if i want to make this use this symbol then i have to make have that symbol already in here so there's otherwise it's just a one-off symbol but even a one-off symbol has to have something to convert it to that matches so you have to make sure you have any custom symbols created in your project ahead of time but it's a one-time thing same's true with list you can see this is using process water drain caustic i mean that those services need to be available pi fi all those need to be available all those some of this stuff you can type in without having it in the list so it's best to have it in there so you need to have in your project the symbols of any list and things like line types you're going to be using already added to the project once that is done and usually if it's the same drawings from the same person you're converting you probably can get all that done one time for the rest of your life but once that has been done you're ready to convert it so we're going to start with the primary lines i'm simply going to select the primary line right click select similar it's selected since that was a polyline it's selected all the p lines on layer p dash one did not select the line so i'm going to go ahead and select this line here and do the same thing and select similar so that it selected all the lines all the p lines that are on layer p1 right click convert to p and id object now i want to pick a pipeline segment primary line segment out of the box hit ok every one of those lines just got converted to a primary line segment now the ones that we're touching are part of the same group but each one is still a primary is still going to be a segment but it's all part of the same group but it's it transferred everything instantly in one so i can do the same thing with my secondary i'm going to select similar you can see i've got another one here that's a p line so i'll select similar now i've got them all done convert to p id object that one's secondary so i'm able to do globally every one of these for a particular line to pipeline segment and i have to do them one at a time that's what you'll see if you watch videos by autodesk and some of these others out there they're doing them one at a time i can do it globally but that's because i have these things divided up by layer so that helps me to select them to where all my piping is now done it's been converted well it's not done but it's been converted i'm going to do these electrical ones i can do them at the same time there's a p line here's a line whoops get the line i got the symbol so i'll grab this p line this line right click select similar it got everything that's going to be a signal line that's my electrical signal and i converted them all and they're all individual lights so it works the same way now this one here is a pi is a is a supply line so i'm going to go ahead and select it i know this one is just line work and we'll convert it so one of the things you got to be aware of when you're converting stuff is what is on that layer because doing the select similar is by layer when i converted that one this leader line happened to be on the same layer so it turned that into an instrument line which i don't want so you've got to be aware of stuff like that in this case i'm just going to delete it because it's going to be dealt with later anyways but i got one more control valve with the leader on it right here this happens to be the only pneumatic line back in 1992 we couldn't do the 2d pneumatic lines we got to do one day so we put a block on them so when i convert when you have situations like that again it's just knowing you're drawing now make this the pneumatic signal line it worked but i still have this block here that i don't need in this case that's the only one and now i've got all my line work whether it's a pipe or a signal line has been converted at this point i'm ready to move on to the next part of that which is autocad has not got any idea about flow direction whatsoever if i come over here you can see by my flow arrow i've got some lines that are flowing the wrong direction now with audit cat pid out of the box i would select this one right click schematic line edit reverse the flow that's i'm going to be doing that over and over again this is where the list routines come in handy so this is what i call pid tools this is the free download that everybody will have access to and these are ones that are a little bit more advanced that are available for people who are members of the hagerman hub we'll cover some of these as we need them right now there's one that everyone has access to that i made called pid reverse flow that's the name of the command i click pid reverse flow i literally can just don't go in here and start reversing flows of anything i need to so like here you can see the arrow the pumps backwards and i can just kind of go through here i'm looking for anything that may be backwards right there see the arrow that one's backwards so i can reverse the flow and correct them here's another one right here once i've got i'm happy with my reverse here's one feeding this pump once i've got those flows all the right direction i do not need the arrows right here from the original anymore so once i'm satisfied with my flow directions you notice i just picked one right after another i didn't have to keep repeating the command that was why i created it i'm going to go to quick select pick the block references the name that block happens to be named arrow i'll pick it delete them they're gone i don't need those flow arrows from the original p90 anymore so i got rid of them so i got my flows correct the next thing you'll notice when i'm looking at these groups here this is a group this is another pipeline group i've got another pipeline group right here there's three that came over as groups when they touch and they're converted they come over as groups normally for me the way i do it that would be okay because i would probably have all that the same pipeline number but in this particular company i worked for at that time this is pipeline number 6200 6201 each one of these segments are a different group because they have a different pipeline number so i need to remove them from the group here's the autocad p id method out of the box select it right click edit s line group remove and i'll pick this one and then hit enter and so enter again so now i have two pipeline groups therefore they can have different line numbers because they're two separate groups again a lot of right click and picking so your freebie you can download at the end of here i added two commands one is called pipe group group removed pid group remove the only group add i don't need the group add i just figured since i'm making a remove i might as well make an ad because i was just changing one thing in the routine i'm going to use the group and literally i can just come in here pick it pick it and pick it hit enter and then over here i'll do it again hit enter pick it and pick it so now i've got all my pipeline groups separated in a nice quick easy method so there's the next part of it at this point i'm ready to start dealing with the tag on the piping equipment valves anything else that gets a tag is not so simple actually the pipelines are pretty simple because of the way they're divided up into line segments and line groups i can actually deal with that without having to go to assign tag so the first thing i'm going to do so you can see it at work is i want to move these up just these six so you can actually see it because i've got basically three different methods i'm going to show you here so i'm going to move that up now what i want to do is put the annotation here of course i could use the annotate pipeline tag and then place it right there i could use the p90 annotate this is pick that one tell it pipeline tag and places so that's one method i could use the method i had given you with the one that you can download anybody can is this pid ano line right here and like i said these will work in regular p and id drawings not just this one but pid another line allows me to come in here tell it the distance if i want to inline and make it zero i'm going to leave the height about an eighth inch up which is the default and now i can just come in here and start placing my annotation in here so that gets that in there a little bit quicker i'm gonna show you a third method later uh but this one is good for here so now i'm able to do we'll show you the autocad way i want to get all my pipeline segment information that can be done more in a global method if you look at this every single one of these are carbon steel 150 so because of that i'm going to select one piece of pipe right click and select similar that gets all the piping over in the properties palette simply change it to carbon steel 150 i'm using the out of the box tags on the new ones which is different than the ones out that are in the drawing originally but i'm converting this over to the new system if i wanted to use this system i could set that up but in this case i'm using the out of the box you can see all that everything got set to carbon still 150. after that you got to do it by size so for instance these two this one if you notice i'm doing this before i put any symbols in because it makes it easier i don't have to worry about any other segments and groups so this is all half inch so i'll set my half inch go over here this one's one inch these over here i just know my drawing you kind of got to look at it first but set your sizes get them over there it's going to be a lot faster because there's no magic button for this this is as close as you get to a magic button this one's two inch this one's two inch this one's two inch this one's too much that looks like all the two inch so we'll go ahead and set those two inch like the other size left in this particular drawing is i've got three inch right here which actually i just set the two inch but the reducer is not in there yet we'll go ahead and set these to three inch and i've got this one here so once i've got that selected unless it all those the three inch and it looks like they're all done but it's not a bad idea to check yourself go to the data manager look under pipeline segments and you can see i got all the spec i missed one piece of pipe that's why it's a good idea to check yourself so i'm gonna go see what that one is we'll zoom in on it and then we can close the data manager it was the vent here i missed that one so i'll grab it set it to three inch now i've got all my piping size and spec done and as you see in these tags that's already showing up but we're going to concentrate first on these okay out of the box method we'll just do these two down here two ways i could do these i'll do this one look at the side tag make it drain because since it's a group they'll all be the same and this will be 63.99 i don't need to place the annotation so that one got done another method is i can right click go to edit s line group and set the service in this case the pw and then set the line number in this case to 6257. either way will work out of the box if you don't use lisp that's your only options however we'll do it on just these six i gave you for free pid line number and service this will only work on lines i'm going to do the service first and with that i can say this one's going to be a drain so that one's drain that one's drain i'm done picking all my drains hit enter i'll do it again this one's going to be processed waters pw so that one's processed water that one's processed water so i'm able to do it by service fairly quickly the line numbers are not quite as quickly but at least i don't have to keep hit manage right click and all that so line number this will be 62.68 this will be 62 67 and you can see fairly fast just to let you know i can't remember if i mentioned this at the beginning i think i did uh using this method took me about 45 minutes not using any of the hub stuff to do this particular drawing completely converted about 40 minutes i'd say using just the autocad method like we used down here this is over an hour 25-minute version though is using some additional tools i have for members of the hub there's one i created called pid convert tag now this is going to be a couple of weeks before this is on about two or three weeks on the hub because i've got some tweaking to do to make it to you a little bit more than what you're going to see in here which will be explained on that version in a video if i do pid convert tag this is slick i'm going to pick this attribute click that bada bing bada boom no typing just go through pick them it's actually getting the line number and the service from the attribute it doesn't get the size or the spec those can only be done the way i showed you just a minute ago it will not let me i can't get that information and pass it to the properties palette so in any way so but these i can so i just came up with a little method for getting that information it's that much less typing there may be a little cleanup like on that one that is necessary where i pick determines where it's putting the annotation but it's actually deleting the attribute version from autocad pulling in the line number in the service and assigning it to the pipe that is a big time saver so if you're on a member of the hub that may be something you want to get right there so there's all my p id stuff my line work converted over and services it is done put your cursor on it you can see it's giving me the correct information so now we're going to talk about the equipment the equipment i'm going to do the pumps first again they have to be in the project to work i can do all three pumps when they're a block i can do them all at the same time right click convert them this will be equipment pumps there's my centrifugal pump we'll hit okay they're convert they're done and each one's an individual piece of equipment so when they're a block you can do them all at one time you do not have to do them one at a time like the world has told you in the past when they're not a block such as this one which is a polyline i'm even going to include a block but if they include a block and a line or polyline that's a one-off symbol it's not going to make you can't do them if i was to do this plus the pumps at the same time the pumps would have been part of this tank so by doing it that's why i did the pump separate these are going to be all one i'll right click convert to p90 object this is a tank it happens to be a dome roof tank we'll hit okay it needs to know a insertion point and there you go so if it's asking for an insertion point it's doing a one-off symbol you've got a line in there if it doesn't then it says oh these are all the same block i know the insertion point if they're two different blocks it would make it a one-off symbol so you got to be aware of that type stuff but now i've got all my equipment in here assigning tag and equipment there's no faster way than the way out of the out of the box assign tag this one's 79 20. i'm going to go ahead and place my annotation at the same time so i'm not going to be able to speed up the assigning tags of equipment however the annotation of equipment this was 79.30 that will with something i can speed up of the vessel info tag stuff like that i'll show you what i mean in just a minute let's finish assigning the tag here this one's 79 10. i just have these memorized like i said i've kind of practiced this a few times so i know what all i have here this is also 79 10 for the tank and if you looked at the ones up above here you can see that's the same numbers so assigning the equipment tag a little bit slow slower not no different than out of the box however the info tags i'm gonna i've got those couple little shortcuts i'm gonna do the vessel info tag first and place it right up here this is the way i do my info tags myself and then one because that's by itself no no big time saver there but the pumps once i place the first pump info tag i'm gonna show you a little trick here i can select this pump call this rickstrix i don't care what you call it select that pump hit enter and it's placing another info tag for that pump pick this one hit enter there's that pump so you can kind of do multiple pieces of equipment multiple a little bit quicker that way after that i can come up here and just double click the old one because it's the description i just want to get it from there to here that's the only piece of information so not worried about the rest of it that goes to the info tag that's going to be have to have to be done the same way as anything else other piece of equipment in here if i would have had information there and then i probably would have come up with another method for copy and paste using the properties palette or something but it's not too difficult but this saves me a lot of typing at least to be able to just do that and that's basically all you can do about equipment and those tags there's not any shortcuts other than the copy and paste the way i just did it now the other thing about equipment is your piping connecting up to it uh you'll see i'm going to go ahead and get rid of this arrow here and this arrow here because i don't want those for later but your equipment you'll notice this one connected up this one connected up then connect insertion and quadrants but everything else did not connect this one actually connected up to because it's on the quadrant so i'm going to have to connect these up i could do it after a validation or i can do it at this point i'm going to do it right now i've learned snap it's probably going to get in your way so i just turned it off i know on the pumps it's the same thing all bumps these three lines are not connected so basically once you've got your equipment you're piping in there you may need to go through where you will need to go through and connect up some lines if this one wouldn't have had these three lines here and just been the suction a discharge they would have been connected and that would have been good to go on the tank that's going to be a little bit more because there's more nozzles but also when you connect the pump to the tank you'll get your nozzle now in this particular case that's what i want instrument lines do not get nozzles so that's what i want on those and it's just literally clicking the same spot now that one i missed because my oh snap just got in the way i did not realize i had done had my o snap on i thought i'd turned it off so osnap will get in the way so make sure it's turned off when you're doing this but you can go through here and get everything connected this one right here including even though it's on the quadrant it just does not connect up now this one here i don't really want a nozzle so once it's got the nozzle on there you've got all the same things you would normally have i'm just going to highlight them all you have all the same things you would normally have an ability so this one is pretty and this is probably the most uh time-consuming thing you would do i'm gonna go ahead and change these uh just because i'm picky that's probably the most time-consuming thing you do is go through and connect up your equipment but once it's done it's done it is that not my equipment python's now ready for whatever's next which is my symbols i'm going to start with the valves i'm going to do a couple of different methods here just to show you how to do it let's start with quick select and i'm going to go and pick all my gate valves i just happen to know they are named v gate that was what i named them back there so that's a normally open gate valve it selects all of them and one fell swoop no matter what layer they're on and i'm going to isolate those obviously these are not the blocks out of the box there's some that have some ticks like still water that's going to be gone so if i need that text there i'm probably going to either need to add it later or copy it you know put it into a piece of text or something before i do the conversion in my case i'm not going to worry about that just pointing out the text in those blocks is going to be gone nothing you can do about that so you need to be aware of that select all those valves right click convert to p90d object now i want these valves to be the ones out of the box that's not the way it's going to do this initially it will when i pick a gate valve here it will make it the same symbol but it thinks it's a gate valve but those don't look the same and i don't want that so i'm going to make it something different to start with i'm going to just pick a ball valve so obviously by looking at those are not ball valves that's what i mean it's not going to change the symbol right now it's like the tank it's a one-off symbol but i can now come in here select all of it right click substitute and change it to my gate valve and now it's using the out of the box symbol of a gate valve and it's actually a gate valve so i got rid of the one that was in the drawing and used the one that i wanted to it's just a normally open gate valve so that's the first part of it let's go ahead and get the gate closed once i can do it with a substitute this is my point here i can do it with a substitute or i can do it with anything that causes a graphic style change so in this case those b gates not here anymore v gate c those are my closed ones i'll go ahead and isolate those so there's only four of them but there are two layers so that's why i have to use quick select when i convert these on this time i'm going to go ahead and convert them to a gate valve because that's what they are but then i'm going to change the open close state which does a graphical change to normally close and so now is the out of the box normally closed gate valve so anything of a substitute anything of a graphical change will cause the this to change to the out of the box val let's do one more just different method all my check valves are on the same layer so select similar isolate those and for these there is no normally open closed state for a check valve so i couldn't use that method so i'm going to use i'm just going to change it to a gate valve i always change it to the wrong thing first that's the key and then substitute the valve that i want it to be and that way i get exactly what i want all right a lot of clicking there right click quick selects all that stuff so i came up with another tool for you it's one called isolate symbol now this works on both blocks and symbols let me show you what i mean if i came in here on this valve and i said select similar notice it picked the gate valve it would have picked producers the electrical tray anything that was it would have picked all the symbols period this one goes key to the actual symbol itself so if i pick the gate valve it gave me all the gate valves isolated i'll go ahead and the object isolation but it also works on blocks that's the main reason i created this i just had an added benefit with the symbol i'm going to do my electrical tracing insulation here so there's all my electrical tracing i'll select it right click convert the vid object nothing i can do to make that any faster because we've got to come in here and tell it this is especially item of insulation and it makes that change now i thought if you remember when i showed you this one earlier this custom one it works off the piping so to make this actually work i'm going to have to go get all the piping that has that insulation and it's going to have the electrical tracing once i have it all selected then there's one there that means this will uh this one here and this one here looks like all of it now i can just change it over here i got something that is not see i picked up a valve or something it looks like so now it kind of messed myself up that sometimes crossing can get in the way it's got to be careful not to pick an arrow or something like that if you're gonna do it globally there you go let's see if i get it all now boom boom boom boom that one in any line segment that has the insulation symbol on it because they're all in this particular drawing electrical tracing we'll change it to trace electrical it updates my symbol they're all done so you can see it does it's just a matter of getting the right ones i'm not going to do all of them because you get it i just want to show you a couple uh here i'm going to go ahead and do the isolate symbol these two are using the same block even though they're going to be two different symbols be aware stuff like that sometimes it may not be global in this particular case when i convert this one i'm going to convert it to a steam trap and we'll go ahead and then substitute i should then something other than the scene for now i'm gonna have to change it twice because i did that since it's only one of them i can only do them one at a time this one here is going to be converted to instrument air so this is my first instrument so it's going to be my instrument there i'm going to go ahead and make it the pitot tubes only have to do this one time because then i change it to instrument air and it's done so basically all you got to do is pick each symbol and convert it any method you want to i'm going to go ahead and make this the steam the um go ahead and do this because i think there's the only one left in here that i haven't done is this one piece which is a wise strainer with a shut off and now it's everything in here as far as piping symbols have been done except for the reducers well i didn't get the diaphragm seal and stuff like that but you get the idea i don't have to go through and do all these so i'll leave i'm going to leave those off but the reducers are unique so diaphragm and valve there are different but this right here these reducers are unique so i'm going to again isolate the symbol of the reducers you can see there's five of them let's go ahead and first go ahead and convert these i'm going to convert them to a eccentric reducer and then turn around and substitute those with the concentric because that way i get the out of the box symbol all right here's what's different about a reducer if you remember reducers make a line segment change where i can change the size if you look at this right now this one says 2 inch and right here if i put my cursor on this side of the reducer it says two inch so let's go ahead and just do an assign tag just to change it to three inch and as you can see it changed it on this side too but that's not just because of it being the tag i'm going to get rid of that to put my cursor there that one's three inch put my cursor here that one's three inch so there's something going on here and if you look at the segment notice there's no dot anywhere on the reducer because it didn't break up the segment that's still one line segment so therefore i can't change the size or the or the um spec if i wanted to i'm going to go ahead and get rid of these because they're basically going to be changing when i do the when i do the reducer so i need to fix the reducer it's an easy fix there's nothing i can do you saw a change the from a centric to concentric that didn't fix it there's only one way to fix it globally i've got to make sure my ortho is on i'm going to do this so make sure you're ortho is on i'm going to move all the reducers using autocad move command an eighth of an inch and then i'm going to select them again and move them right back an eighth of an inch they connect to the pipes notice all of a sudden i got line segments put appearing because now they're connected correctly and now i can make this one which is a three inch right now is what it says so this one this one this one and this one are all two inch lines let's do them globally this one here and this one here should be a three inch line we'll do those globally now i'm going to use this time the pid annotate this one is on the hub version it replaces where you don't need the pid and a line from the hub version because it will do the same thing as far as the line numbers itself but it does a little bit more as you'll see in a minute so there you can see those are the two inch that's now three inch so everything is working the way i want to i haven't done this one yet i'll go ahead and put this one on here which says three inch this one right here should be a four inch locking not a three inch so that fixes all my reducers moving them make sure your ortho is on and then move them back they hit the lines and they update at that point now here's some another benefit for those who are using the hub version with the pid annotate i'm going to come in here pick the reducer and it annotated all my reducers in one so you can see there i missed the three inch right there that one should be three inch nice to be able to see those reducer information there so they're all annotated that's the nice thing about this one i'm going to pick this valve gate valve every gate valve in the drawing has now been annotated pick the check valve every check valve's been annotated so i can annotate the objects globally in a drawing like i said this will work in regular p id drawings as well and not have to do them one at a time and regular pid drawing usually they're in there as you place them but they're not when you convert them so that's where this camp comes in handy to be able to get those annotated now my vowels as you see you have question marks they did not get a number they each have to be unique number here's another little trick i'll go back to the data manager i'm going to go to hand valves i'm going to export these to excel so we'll go ahead and put these on my s drive right here so i can find them easily i'm going to do active note only because that's all i care about in this case and then we'll come over here and update and open up the excel file all right here's my number column i'm going to just make this top one one i don't care about the numbers right now i just want to get them in there so i'm going to make this one plus one of the one above it so the excel rules of formulas work got a unique number now where it's incrementing each one by one because initially i just need to be able to know which one's which and now when i import this in pulling it from the s drive it doesn't pull in the oh yeah database it doesn't pull in the formula it pulls in the result of the formula so i can just say yep let's accept them all and now every valve in the drawing has a unique tag so i've killed that one pretty easily so that kind of gives you an idea of how you can do this the only things we have left right now are the instrument bubbles and the off page connectors and the control valves we'll start with the instrument bubbles now for this one i'm going to get them all in one plaque by just going to block reference and i'm going to get the name i'm going to make this as painful as possible painless as possible all right i am not this isolated so i didn't use the isolate object because they're each different blocks now i don't want to lose the text remember when i convert it i lose all the text so i'm going to go ahead and copy this and i'm just going to put it at an angle here i'm going to turn off my ortho to where they're close to the original so i can see them now i'm going to use the quick select to do a selection of previous i'm not pointing out autocan commands because you should know those already so that gets all of those and i'm going to convert them all in one fell swoop to the wrong general instrument i'm just going to make it this very top one because none of those are that one but they look the same now for the sake of time i am not going to update these textually so i want to just delete these because i would do them all the same way i'm about to do the others i just wanted to go ahead and speed up some time here so we're not too much longer the first thing i need to do is i want to make all these that are circles to fill the screen not that right now the things they're all the same auxiliary accessible dcs so just giving the circle versions here once i have those i'm going to substitute those for the field discrete notice the dots in them that lets me know i've got the one out of the box these right here these three are inaccessible plc's i believe let's see we'll substitute and there it is the accessible plc we'll get those changed these two are accessible plc's so at least get the blocks correct on these because there's only two more after those two that's these two square ones which are dcs's inaccessible all right so at least got those on there at this point all you can do is what you see here i'm going you know and this one's going to be pi 79 22 that type thing i'm just going to type in 79 22 to get one in there so that's your only option out of the box okay however i did create this copy to clipboard thing here and this will save you a lot of time for that i can pick copy the clipboard i'm going to pick the pi now i can take all the pi's and i do it by type and then my number i did one that shouldn't have done there uh that's vi the only other pi is right here and i'm going to make these type control v paste it in there it's done now i'll do the fis which i accidentally picked one of those so we'll go f5 that's this one this one and this one so you can kind of see copy and paste that's all i'm doing so i copy the x y a c and then i can pick that one that one and then we'll do the numbers for those that we have here this is again just to show you a little shortcut so here i can do it by group i'm going to do 7930 which are these three so i copied them with the copy of the clipboard and then i can do this so it's only a that's pretty much your only option for these instruments there's no way to because they're the only way to access things is either through a signed tag or which it pulls up a dialog box or you can access them with um the properties palette because of that it's basically a copy and paste in the properties palette to make it work so those are the only ones i'm going to do they all work the same you can see i was pretty quickly able to get these in there i want to get rid of those that i don't want so i've got some that just haven't been done yet but that's to save some time they do all do the same way the only other part here to show you off page connectors if you've used fan id you already know they are a beast so don't try to convert them just go ahead and use the out of the box ones or any custom ones you created and i'm getting rid of some arrows here that i don't want to see that's not what i meant to do just because i don't like arrows on the end and then after that i'll go ahead and do just a few here and then we'll take questions this is the non-engineering one out of the box so i can actually just place them so there's nothing unique about this that can be done i could use my copy to paste to copy those connection numbers over i could use you know whatever else i need to as far as the the origin and destination i could copy those over by copy and paste but that's pretty much it like i said this one we spent about an hour on this so far that was including some introduction and talk that one should be a hose not a uh there you go so that one's done actually so you can see it's a little bit of work that may be in there because there's no magic button but this drawing is completely updated as far as the symbols and stuff like that if i go to quick select here and i pick a block reference and name you can see there is pretty much the control valve i didn't do i forgot to do that one i'll go do that and some of these need to be purged out probably i haven't deleted these yet we'll go ahead and delete things to get them out of there let me do the control valve since i forgot about it one little note on control valves i'm going to just move this one if i ever can get it to pick reason you don't conver i suggest not converting a control valve if i convert this to a control valve inline control valve it's a control valve now but i can't change it to a different body style i cannot change it to a different actuator i lose that ability it's just a control valve so my theory is go ahead and just usually there's not that many on a drawing i would just go ahead and place the control valve in here give it the number and then you can exit change the actuator so control valves are kind of unique there's nothing you can do to really speed that up i'm just going to go ahead since i know that one's a diaphragm it's 7912 i'll just erase it so i can place the new one in there put it here and it's a 7912 and now to replace the two that i have but at this point if i purged out everything there should be no autocad blocks left in here from the autocad drawing there should be no uh layers left over from it unless i chose to so you can see i got this dye sealed one because i didn't do the die cell i didn't do the valve so i've got those two instruments in there but everything else is gone that's because i didn't do those to save a little time and then the layers because i've got the dye cell in there i'm still going to have the eye instrument i have text in here because i've got two pieces of text up here that i may want to keep but that's it like i said using the out of the box methods that drawing there would take me about an hour and five minutes that's not with me pushing it as hard as i can that's doing it at a comfortable pace i pushed it as hard as i could to get it today if i use just the free ones of this webinar that you're going to be able to download that takes me about 40 minutes and if i use just the ones of the hub which basically includes all of this but these extra ones but i use this instead of doing the analyze stuff that took me 25 minutes not even pushing it you can see you can cut your time down quite a bit a lot faster than trying to redraw these uh let me get that show you where you can download those so let's see we'll go back to this screen here and right here for some reason there we go you can download the risk list routines there's two versions of pid tools that we use the free version which anybody can get to will be right here you can download it right there and it has these commands that you see up there of the analyze the reverse flow isolate symbol group add group remove line number and service then the hub version has all the same commands it has an additional one called pid annotate which basically replaces that one you don't use that one at all uh this one does that one plus it will annotate all the vowels globally uh all the reducers globally then convert tag that's the one i was using to copy the line number from the text or an attribute and and apply it to the actual line and it would erase the old one and put in the new one and then copy the clipboard which is what it says take a piece of text pick it to pick an attribute it will copy it to the clipboard then you can select what all you want to paste it to in the properties palette so those are available there in addition we have some training that's available uh we have a quick start class for pid and an advanced class those are one day and two days and we have to plan through the new user in advance which you can find on our website and take it anytime you'd like brett are there any questions that i need to answer and i'm going to go back to the previous screen so you can write down that free version if you need it for now yeah rick there is one outstanding question in the christian panel well i'm glad it was outstanding it is an outstanding question uh can you tell me what it is you can see that handle or not okay here's the question uh is there a workaround for valve tagging other than going one by one when they have to have specific tags that cannot be done in the export import process that you showed no because when they when you convert a valve over it actually doesn't add any tablets you can convert anything over it gives it everything's will be question marks the only reason it had the v in there is because i had that set up as a default code in my valve so it actually picked up the defaults so that would work but other than that it's basically one at a time uh probably easiest in the data manager but that yeah that's it line numbers would be the same way if we couldn't control them by segment and service and line number a group because we can do line number by group and service there are commands we can use to add that without going to assign tags so that's the issue whenever to assign a tag you can only do that two places and that's either in assigning the tag itself which brings up a dialog box which means you can't do it globally or in the properties palette and tags in the properties palette automatically bring up the um dialog box unless you do it by that code and stuff like that so and then it's individually in there if they're unique i was able to get around that by at least getting the number with that excel tool but for the most part there's just not another way to do it and that that's the same reason why i didn't do it with the equipment pipe type pipeline tags are different and unique and so it gives me some other methods through those group codes to be able to assign those so that made it that that was why they were a little bit different and i could come out and i had a method for doing that quickly any other questions all right i hope you enjoyed the webinar and i will turn this back over to ashley thanks rick um and brett and thanks everyone for attending today um just a reminder you will receive a follow up email tomorrow which will contain a link for the recording of today's presentation also another reminder a short survey will pop up as we close down today thanks for attending and have a great day everyone

Channel: Hagerman & Company, Inc.

Views: 3,821

Keywords: Plant 3D, P&ID

Id: Lur7tZxpMSk

Length: 66min 26sec (3986 seconds)

Published: Thu Apr 22 2021