Training
Guide
TM-1802
AVEVA Everything3D™ (2.1)
Model Utilities
AVEVA Everything3D™ (2.1)
Model Utilities TM-1802
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Disclaimer
1.1
AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free
from viruses.
1.2
AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar
losses; loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of
data or information; any special, indirect, consequential or pure economic loss, costs, damages,
charges or expenses which may be suffered by the user, including any loss suffered by the user
resulting from the inaccuracy or invalidity of any data created by the AVEVA software, irrespective of
whether such losses are suffered directly or indirectly, or arise in contract, tort (including negligence)
or otherwise.
1.3
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the performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year
in which the user's claim is brought.
1.4
Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.
1.5
In the event of any conflict between the above clauses and the analogous clauses in the software
licence under which the AVEVA software was purchased, the clauses in the software licence shall
take precedence.
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Model Utilities TM-1802
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CONTENTS
1
Introduction ............................................................................................................................7
1.1
1.2
1.3
1.4
1.5
1.6
2
Aim ..................................................................................................................................................... 7
Objectives.......................................................................................................................................... 7
Prerequisites ..................................................................................................................................... 7
Course Structure............................................................................................................................... 7
Using this guide ................................................................................................................................ 7
Setting up the Training Course ....................................................................................................... 8
Clash Detection ......................................................................................................................9
2.1
Overview of AVEVA E3D Clash Detection...................................................................................... 9
2.2
Obstruction Values ........................................................................................................................... 9
2.3
Classes of Clash ............................................................................................................................. 10
2.4
How AVEVA E3D Reports Clashes ............................................................................................... 10
2.5
Setting Clash Options .................................................................................................................... 11
2.6
Specifying What to Clash Check Against..................................................................................... 14
2.6.1
Obstruction List.......................................................................................................................... 14
2.6.2
Clash Limits ............................................................................................................................... 15
2.7
Auto Clash ....................................................................................................................................... 17
2.8
Clasher ............................................................................................................................................. 18
2.8.1
The Clashes Form ..................................................................................................................... 18
Exercise 1
3
Clash Detection ....................................................................................................23
Reference Grids ...................................................................................................................27
3.1
Creating Reference Grids .............................................................................................................. 27
3.1.1
Rectangular Reference Grids .................................................................................................... 27
3.1.2
Cylindrical Reference Grids....................................................................................................... 28
3.2
Modifying Reference Grids ............................................................................................................ 29
3.2.1
Adding Grid Planes.................................................................................................................... 30
3.2.2
Adding Grid Cylinders................................................................................................................ 30
3.2.3
Grid Plane IDs ........................................................................................................................... 31
3.3
Reference Grid View Settings........................................................................................................ 31
3.4
Converting User Grid Systems...................................................................................................... 32
3.5
Creating a Rectangular Reference Grid – Worked Example ...................................................... 32
Exercise 2
4
Reference Grids ...................................................................................................35
Surface Treatment................................................................................................................37
4.1
Definition of Surface Treatments .................................................................................................. 37
4.2
Assigning a Surface Treatment..................................................................................................... 38
4.2.1
Selecting Elements .................................................................................................................... 38
4.2.2
Selecting the Surface Treatment ............................................................................................... 40
4.2.3
Applying the Surface Treatment ................................................................................................ 41
4.3
Surface Treatment Calculation and Report.................................................................................. 43
4.4
Surface Treatment – A Worked Example...................................................................................... 45
Exercise 3
5
Surface Treatments..............................................................................................49
Mass Properties ...................................................................................................................51
5.1
Mass Properties Overview ............................................................................................................. 51
5.1.1
Weight Data ............................................................................................................................... 51
5.1.2
Centre of Gravity Data ............................................................................................................... 51
5.1.3
Accuracy of Mass Properties..................................................................................................... 52
5.2
Weight and Centre of Gravity ........................................................................................................ 53
5.3
Surface Area.................................................................................................................................... 55
5.4
Volume ............................................................................................................................................. 56
5.5
Using the Mass Properties Utility – A Worked Example............................................................. 56
5.5.1
Calculating Weight and Centre of Gravity ................................................................................. 57
5.5.2
Calculating Surface Area........................................................................................................... 58
5.5.3
Calculating Volume.................................................................................................................... 60
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Exercise 4
6
Calculating Mass Properties ...............................................................................61
Linking Documents to Model Elements..............................................................................63
6.1
Setting up the Training Course ..................................................................................................... 63
6.2
Linking Documents Overview ....................................................................................................... 63
6.2.1
Link World (LINKWL) Elements................................................................................................. 63
6.2.2
Link Folder (LNFOLD) Elements ............................................................................................... 63
6.2.3
Link Class (LNCLAS) Elements................................................................................................. 64
6.2.4
Link Descriptor (LNDESC) Elements......................................................................................... 64
6.3
Adding Links ................................................................................................................................... 64
6.4
Displaying Links ............................................................................................................................. 67
6.5
Adding Document Links – A Worked Example............................................................................ 69
Exercise 5
7
Adding Linked Documents ..................................................................................72
Status Control ......................................................................................................................73
7.1
Overview .......................................................................................................................................... 73
7.2
The Status Control Data Model ..................................................................................................... 73
7.3
The Status Controller Form ........................................................................................................... 74
7.3.1
The Status Controller Form – Option Lists ................................................................................ 74
7.3.2
The Status Controller Form – Toolbar ....................................................................................... 76
7.3.3
The Status Controller Form – Context Menus ........................................................................... 77
7.3.4
Reporting Features .................................................................................................................... 79
7.4
Using the Status Controller Form – A Worked Example ............................................................ 81
7.4.1
Creating and Configuring the Status Layout ............................................................................. 81
7.4.2
Controlling Model Objects and Status Values ........................................................................... 83
Exercise 6
8
Representation Rules in Design..........................................................................................87
8.1
8.2
8.3
8.4
8.5
9
Status Control ......................................................................................................85
Overview .......................................................................................................................................... 87
Creating Design Representation Rules ........................................................................................ 88
Modifying Design Representation Rules...................................................................................... 89
Saving, Loading and Applying the Rules ..................................................................................... 89
Representation Rules – A Worked Example ................................................................................ 91
Standard Model Library .......................................................................................................95
9.1
9.2
9.3
Overview .......................................................................................................................................... 95
Creating from the Standard Model Library .................................................................................. 96
Using Standard Model Library Elements - A Worked Example ................................................. 97
Exercise 7
Using the Standard Model Library ....................................................................100
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CHAPTER 1
1
Introduction
The AVEVA Everything3D™ (AVEVA E3D™) Foundations training module introduced designers to the basic
concepts of AVEVA E3D. This training module introduces further utilities that assist productivity and produce
data from the model to show the power of data centric design.
1.1
Aim
The aim of this training module is to introduce Model Utilities that complement and build open those covered
in the AVEVA Everything3D™ Foundations training module.
1.2
1.3
Objectives

To introduce the concept of clash detection and how it may be used interactively by designers.

To enable a user to create quick reports and produce report templates.

To explain the basic principles of surface treatment and its application to model elements.
Prerequisites
It is expected that trainees will have completed the TM – 1801 AVEVA Everything3D™ Foundations training
course. Trainees who can demonstrate a suitable understanding of other AVEVA E3D applications and
techniques may also be permitted to undertake the training.
1.4
Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation
will have a training project, populated with model objects. This will be used by the trainees to practice their
methods, and complete the set exercises.
1.5
Using this guide
Certain text styles are used to indicate special situations throughout this document.
Menu pull downs and button click actions are indicated by bold dark turquoise text.
Information the user has to enter will be in bold red text.
Where additional information is presented, or reference is made to other documentation the following
annotation will be used:

Additional information

Refer to other documentation
System prompts will be bold, italicised, and presented in inverted commas i.e. 'Choose function'.
Example files or inputs will be in the courier new font.
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1.6
Setting up the Training Course
Double click the AVEVA E3D 2.1 desktop icon or select Start > All Programs > AVEVA > Design >
AVEVA Everything3D 2.10 from the Start menu to display the Login form.
Login to AVEVA E3D using the details provided by the Trainer. They will typically be as shown below:
Project: Training (TRA)
Username: A.PIPER
Password: A
MDB: A-PIPING
Module: Model
In order to complete the exercises and
worked examples in the training guide it
is necessary to configure the training
model.
Navigate to the Tools tab and click the Setup button located in the Training group. The
Training Setup form will be displayed.
Navigate to the Utilities tab. Select the Setup Training Course checkbox followed by the Apply button.
Select PIPING from the module option list in the quick access toolbar to enter the Pipework application.

Where users are directed to invoke specific functions the instruction will usually follow the format
Tab > Group > Button > Secondary Button (if required).
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CHAPTER 2
2
Clash Detection
One of the principal reasons for building a 3D model of a plant in AVEVA E3D is the ability to detect clashes
and thus produce a design that is as ‘clash free’ as possible.
Whilst a completely clash free design is almost impossible to achieve, it is many times more expensive to
resolve clashes during the fabrication, assembly or erection phase than it is in the design phase.
2.1
Overview of AVEVA E3D Clash Detection
Project wide ‘clash runs’ are normally made at frequent intervals during the design process. They are
generally timed events, set-up by the System or Project Administrator, and run during non-working hours.
This type of clash detection enables clash reports to be produced and certain clashes to be ‘approved’ so
that they are not reported again unless specifically requested. This type of clash detection is outside the
scope of this training guide.
AVEVA E3D also provides the user with interactive clash facilities so that clashes may be detected during
creation or modification of model elements, or retrospectively, following completion of a particular part of the
design (prior to it being checked or approved). These types of clashes cannot be approved.
There is no ‘magic button’ that resolves clashes. Clash detection is passive. Clashes will be reported when
asked, but actions that may cause a clash are not prevented. Therefore, if clashes are found in the design
steps must be taken to resolve them.
2.2
Obstruction Values
All model primitives and all catalogue primitives have an Obstruction attribute (Obst) that define the
physical type of obstruction the primitive represents. For catalogue items the Obstruction attribute value is
determined during the creation of the catalogue item. For design primitives (e.g. a primitive used in
equipment building and structural panels) the value is set by the user.
The Obstruction attribute may have one of three integer values: 2, 1 or 0.

Obstruction = 2 – a hard obstruction. This value represents a solid element and is generally used for
‘real’ objects such as a piece of equipment, a steel beam, a pipe component, etc.

Obstruction = 1 – a soft obstruction. This value represents a volume that is not solid but should be
kept clear for access purpose. This value is generally used for access/escape routes, valve wheel
access, stair headroom, tube bundle withdrawal volumes, etc.

Obstruction = 0 – no obstruction. This value represents a freely accessible volume. It is generally used
for simplified structural profile definitions, etc.
In addition to the obstruction types defined by the Obstruction attribute, Insulation is treated as a special
obstruction type in its own right.
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2.3
Classes of Clash
As well as the three types of clashing item, i.e. hard, soft and insulation, AVEVA E3D uses three classes of
clash depending on three values that may be set by the user, i.e. Overlap, Gap and Clearance.
The three classes of clash are:

Physical Clash – the primitive volumes overlap by more than the Overlap value.

Touch – the primitives either overlap by less than the Overlap value or are separated at their closest
point by less than the Gap value.

Clearance – the primitives are separated at their closest point by more than the Gap value but less
than the Clearance value.
In the following scenarios the values are set to: Overlap = 5mm, Gap = 2mm and Clearance = 8mm.

Care should be taken when setting the values for overlap, gap and clearance as, both individually and
in combination, they can make an enormous difference to the number of clashes detected.

Scenario 1 - primitives overlap by more than 5mm, a clash is reported.

Scenario 2 - primitives overlap, but by less than 5mm, a touch is reported.

Scenario 3 - primitives do not overlap but are separated by less than 2mm, a touch is reported.

Scenario 4 - primitives are separated by more than 2mm but by less than 8mm, a clearance is
reported.
If the primitives are separated by more than 8mm then no interference is found.

2.4
The Clearance value, if set, must be greater than the touch Gap value. Setting the Clearance value to 0
switches off the clearance checking function.
How AVEVA E3D Reports Clashes
Physical clashes, touches and clearances occur between two elements. The element that is being checked
is known as the Clash Item and the element that interferes with it is known as the Obstruction Item.
When clashes, touches and clearances are reported the class of clash is prefixed by the type of obstruction
of the Clash Item and the Obstruction Item. The Clash Item is always specified first, for example:

HHHard/Hard – the Obst value of both the Clash Item and Obstruction Item is 2.

HSHard/Soft – the Obst value of the Clash Item is 2 and Obst value of the Obstruction Item is 1.
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AVEVA Everything3D™ (2.1)
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
HI Hard/Insulation - the Obst value of the Clash Item is 2 and the Obstruction Item is insulation.

SS Soft/Soft – the Obst value of both the Clash Item and Obstruction Item is 1.

SHSoft/Hard - the Obst value of the Clash Item is 1 and Obst value of the Obstruction Item is 2.

SI Soft/Insulation - the Obst value of the Clash Item is 1 and the Obstruction Item is insulation.

II Insulation/Insulation – both the Clash Item and the Obstruction Item are insulation.

IH Insulation/Hard – the Clash Item is insulation and the Obst value of the Obstruction Item is 2.

IS Insulation/Soft – the Clash Item is insulation and the Obst value of the Obstruction Item is 1.
Therefore, interferences may be reported as HH Clash, HH Touch, HH Clearance, HS Clash, HS, Touch, HS
Clearance, etc.
Clashes between the following pairs of items are not reported:

Primitives belonging to the same equipment.

Two structure or substructure primitives having the same owner.

Two piping components that are connected.

A piping component and the nozzle to which it is connected.

Any component or primitive that has its obstruction value set to 0.
2.5
Setting Clash Options
The number of clashes reported during a clash check depends greatly on the options chosen and the values
of the parameters discussed previously. Functionality relating to clashing is accessed from the Check group
when working in discipline specific modules.
The Clashes view can be accessed by navigating to the HOME tab and selecting Clashes > Clashes from
the Check group, this will open a new 3D view alongside the current view called Clashes. It is worth noting
that when the Clashes view current forms will remain open and may overlap the Clashes form. At this point
it is often helpful to hide all other forms; forms may be hidden by pressing F2 key or by pressing the Clear
Canvas button, located in the top right of the window. Pressing F2 or the clear canvas button again will
return all previously open forms.
The Clashing options are located on the Options tab.
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Tolerances provide settings for Touch Gap, Overlap and Clearance are set by entering the required
values in the appropriate textboxes.
Clash options determine the behaviour of the clash checking operation, with the following settings.
Touches are option list enables the user to specify whether touches (and clearances) are to be Included or
Ignored.
The Clashes within Branch options list enables the user to specify how Branches are checked and has the
following options:

are Included – this option runs the ACHECK function which performs a primitive-by-primitive check of
every component in each branch.

are Ignored – this option ignores clashes within individual Branches but reports clashes between items
in different Branches.

Ignore Adjacent – this option runs the BCHECK function which is a simplified check that ignores the
possibility of clashes between certain pairs of components within the Branches.

The ACHECK and BCHECK functions are part of the DESCLASH command set. See the help files for
details of these commands.
The Connections options list enables the user to control clash checking at steelwork junctions. Clashes
between sections and attached joints are ignored automatically. However, if end preparations at steelwork
joints have been left until late in the design process, clash reporting at connections may be inhibited using
the following options:

are Included – (default) includes all steelwork connections.

are Ignored – ignores all steelwork connections.

With Spec. are Ignored – ignores only those connections that have specifications, i.e. the SJOIs Spref
attribute is set.
The Clash Midpoint Position checkbox enables the position of the clash to be more accurately determined.
By default, the reported position of a clash depends on which part of the overlapping region is first detected.
In most cases this identifies with sufficient accuracy the clash. Checking the Clash Midpoint Position
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checkbox makes the reported clash position the centre of a box surrounding the overlapping region. Using
this option will give more reproducible results but may be slower.
The Clash Colours determine the colour of the Clash Item, Obstruction Item and background Colour when
the clashes are displayed in the 3D view. Clicking the Major Clash Items button displays the Major Clash
Items Colour form, clicking the Obstruction Items button displays the Minor Clash Items Colour form and
clicking the View Background button displays the View Background Colour form. The required colour
may be selected from the palette and clicking Cancel on any of the forms sets the colour selection.
Presentation defines how the clash information is displayed.
Group Clash/Obstruction – if checked groups the clashes grid on the Clashes tab by clash and
obstruction item.
Clash Item Aid – if checked displays aid label within the 3D view detailing the name of the clash item.
Clash Obstruction Aid – if checked displays an aid label within the 3D view detailing the name of the
obstruction item.
Clash Position Aid – if checked displays an aid label within the 3D view detailing the position of the clash
using the current session coordinates.
Clashes Ignored Within enables clashes within certain elements to be ignored, but still report clashes
between different elements. Each applicable element type is shown with an adjacent checkbox. Checking a
box next to an element type will cause clashes within that element to be ignored. If the box is left
unchecked then clashes are included.
Clashes can be ignored within the following elements:
PIPE
Pipework
STRU
Structure
BRAN
Branch
SUBS
Sub-Structure
PTRA
Pipe Track
FRMW
Framework
HANG
Hanger
SBFR
Sub-Framework
REST
Restraint
SCTN
Section
EQUI
Equipment
GENSEC
Generic Section
TMPL
Template
PCOJ
Primary Collinear Joint
CWBRAN
Cableway Branch
PLTFRM
Platform
CPANEL
Curved Panel
SITE
Site
HPANEL
Hull Panel
ZONE
Zone
STRFLT
Stair Flight
HANDRA
Handrail
RLADDR
Rung Ladder
The Save/Restore frame allows the saving of current or retrieval of previous clash checking options.
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The Reset System Defaults button resets the form settings to the system defaults which are read from a
system file when AVEVA E3D is opened.
The Save button saves the current option settings to a user options file.
The Restore button reads the saved user options file and sets the options accordingly.
2.6
Specifying What to Clash Check Against
Having set the clash options the items to clash check against must be specified. The items to check against
may be specified by an Obstruction list of explicit elements or by setting clash limits where all elements
within those limits are used.
2.6.1
Obstruction List
Selecting the Obstructions/Exclusions tab on the clashes form displays the Obstructions and Exclusions
Lists.
This tab defines which elements will be used to clash against. This can be performed in two ways. By
explicitly selecting all the obstructions to clash against, or by excluding the specific elements that will not be
clashed against.
The top half of the tab is the Obstructions list, where the obstructions the checked item(s) will be clashed
against are specified. The default content of the list is All, meaning that all Design items in the MDB will be
used to check against.
There are several ways in which items may be added or removed from the list. However, with All set, no
other elements can be added to the Obstructions list. All must be removed before other elements can be
added.
The Add button works in conjunction with the adjacent options list which has the following options:

Current Element – with this option, clicking the Add button adds the CE to the Obstructions list.

Pick Element – with this option, clicking the Add button displays the prompt ‘Pick element to Add’.
The required elements are graphically picked from the 3D view and are highlighted. Pressing the Esc
key will add the picked items to the Obstructions list.
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
Current Selection – with this option, clicking the Add button adds all elements selected in the 3D view
to the Obstructions List. Multiple items can be selected by holding down the Ctrl key when picking from
the 3D View.

Current Collection – with this option set, clicking the Add button adds the contents of the current
collection to the Obstructions list.

All – with this option set, clicking the Add button removes any elements currently in the Obstructions
list and replaced it with the key word All, meaning all elements within the MDB will be checked against.
The Remove button removes the current selection from the Obstructions list. The button is only available
when a selection is made from the list.
The Clear button removes all items from the Obstructions list. A
confirmation box appears before the List is cleared.
Clicking Yes on the message clears the list. Clicking No will cancel the
operation and retain the List.

When an element is added to the Obstruction List, all elements and primitives below the specified item
(i.e. its members) are automatically incorporated in the list. If a Branch (or higher) element is added to
the Obstruction list, implied tube within the Branch is treated as part of the obstruction. If individual
piping components are added to the list, implied tubing connecting those components is not
automatically included and must be added explicitly if required.
The bottom half of the tab shows the Exclusions list, where the items selected are excluded from the clash
checking operation.
This list may be used to exclude specific elements from the clash check. For example, if the element’s
Owner has been included in the Obstruction list. Any elements in the Exclusion list will not be considered
during clash checking. The default Exclusion list is empty.
The Exclusions list options work the same as those for the Obstruction List; with the exception of the Add All
option as adding all items to the obstruction list would void the clash checking operation.
2.6.2
Clash Limits
By default, all parts of the model relevant to the current Obstruction List will be checked during a clash check
run. However, if the entire design is not required to be checked a restricted region of interest may be
specified using a Clash Limits box.
The Clash Limits box is defined from the Limits tab in the Clashes form.
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The Limits tab enables two opposing corners of a box to be specified, defining the clash limits. The coordinates of the box corners may be specified by entering values in the From and To textboxes.
Each co-ordinate direction can be swapped by selecting the drop down list adjacent to the relevant textbox.
A direction can be locked to preserve its value by checking the checkbox next to the relevant textbox.
The Clash Limits box may also be defined by using the Volume drop down list.
Current Element - this sets the Clash Limits box to the limits of the current element. The co-ordinates are
displayed in the relevant From and To textboxes.
Picked Elements – this displays the prompt ‘Pick element to add to list for enclosing box’. The required
elements are graphically picked from the 3D view and are highlighted. Pressing the Esc key will set the
Clash Limits box to the limits of the picked items. The co-ordinates are displayed in the relevant From and
To textboxes.
Defined by 2 picks - this displays the prompt ‘Pick First Clash Limit’ and activates the Positioning
Control form. This then allows the use of any of the positioning control functions to select the first, To,
corner of the limits box. Once the first point is picked the prompt is changed to ‘Pick Second Clash Limit’.
Once the second From point is selected the co-ordinates are displayed in the To and From textbox.
Current Selection – this sets the clash limits to all elements selected in the 3D view. Multiple items can be
selected by holding down the Ctrl Key when picking from the 3D View. The co-ordinates are displayed in the
relevant From and To textboxes.
Current Collection - This sets the clash limits to all elements contained within the current collection. The
co-ordinates are displayed in the relevant From and To textboxes.

For a clash to be reported, both items involved in the clash must lie wholly or partially within the Clash
Limits box. A clash between items that lie partially within the Clash Limits box will always be reported,
even if the point at which they clash occurs outside the box.
The Clear button can be used at any time to reset all values from the To and From textboxes to 0.
The Display checkbox is used to toggle on and off an aid representation of the limits box. The aid shows the
clash limits as a wireframe box and marks the To and From corners of the limits box with aid labels.
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2.7
Auto Clash
Auto Clash may be turned on by selecting HOME > Check > Clashes > Auto Clash button. When
Auto Clash is switched On, a clash check is carried out at the end of every command in which an
element has been modified in some way that could cause a clash to occur, for example:

When a new element has been created.

When an element's position and/or orientation has been changed.

When an element's geometry has been changed.
Each clash check is carried out using the current clash options and Obstructions/Exclusions Lists. If the
Obstruction List is extensive, Auto Clash may have a small overhead in performance so it is good practice to
consider the contents of the Obstruction List or restrict the volume being considered using a Clash Limits
box. Auto Clash is very useful where a few new items are to be added to an existing design which has
already been checked for clashes.
Auto Clash starts checking when it is switched On. Any clashes that have occurred before that time are not
considered. Similarly, Auto Clash stops checking as soon as it is switched Off. Any clashes that occur after
that time are not considered.
When a clash is detected the Clash Item and Obstruction Item are highlighted in the colours specified in the
Clash Options. If a clashing element is already in the Drawlist it will be highlighted in the appropriate colour.
If the element is not currently displayed, it will be added to the Drawlist automatically, in the default visible
colour, and will then be highlighted in the appropriate colour. The element stays highlighted until another
clash is found, until all graphical highlighting is specifically removed, or the clash is resolved.
The results of each clash check replace those of any previous checks, so any reported clashes must result
from the actions of the last command. The user’s attention will normally focus on the current element, so
graphical highlighting is used to show the clash, rather than outputting the clash data to file.
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
In order to avoid spurious clash reports when a new Branch is created, the last section of implied tube
in a Branch is checked only if the Branch LTAI attribute is set to True. (The LTAI attribute is set
automatically when the Branch Tail is positioned).
The clash-checking rules are as follows:

If the current element is a Piping Component and is the last component in the Branch, then its leave
tube is checked only if the Branch LTAI attribute is set to True.

If the current element is a Branch which has no members, then the tube which constitutes the Branch is
checked only if the Branch LTAI attribute is set to True.
2.8
Clasher
In addition to Auto Clash, AVEVA E3D provides the user with interactive clash detection utility which may be
used at any time. If Auto Clash is not used, it is good practice to use this utility whenever a significant part of
the model has been completed so that any errors in the design can be resolved before impacting on other
model elements.
Selecting HOME > Check > Clashes > Clashes displays the Clashes view. Clash information is found on
the Clashes tab.
The Clashes form, allows a graphical display of clashes and a Clash List of all the clashes found during the
clash check.
Clash checking and viewing of the results is controlled by the form tabs and the 3D view pop-up menu, as
described in the sections that follow.

For use of the 3D View controls and functionality refer to the TM – 1801 AVEVA Everything3D™
Foundations training guide.
2.8.1
The Clashes Form
The Clashes form contains options to initiate a clash check and modify the 3D view to show the clash. It
has the following options.

Check CE – this option initiates a clash check of the CE against the Obstruction List.
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
It is good practice to initiate clash checks on small items, e.g. a Pipe or Branch, a FRMW or SBFR, etc.,
so that the displayed results are manageable.

Check – this option initiates a clash check of the Element defined in the adjacent text box against the
Obstruction List. An element Name can be directly entered into the textbox for checking.
The Clip Box check box toggles a clip volume within the 3D view. If checked the 3D view is clipped around
the position of the clash. The size of the clip box is defined by the text box adjacent to the checkbox. The
default value is 2000mm. This can be changed by entering a value or by using the slider. As the slider is
moved to the right the value in the box is increased and the 3D view is updated. Likewise moving the slider
to the left decreases the value within the textbox.
If the Clip Box checkbox is unchecked then the entire of the current drawlist will be displayed in the 3D
view.

Any elements which are checked are automatically added to the current drawlist. Likewise any
obstructions found to be clashing with a checked item are also added to the current drawlist.
The Clashes form also displays the details of the current clash selected in the Clashes Grid. This is shown
as a label at the top of the form. The details shown update as the user navigates between clashes.
2.8.1.1 Clash Grid
The Clashes tab displays the resulting information following a clash check and allows the viewing and
organising of the results and navigation to the Clash and Obstruction Items.
The clash information is displayed within the Clashes Grid. The information within the grid is displayed with
the following headings.

Clash number.

Clash – Checked / Obstruction Item, i.e. HH or HS.

Clash Type.

Clash Item (Checked Item).

Obstructer.

Clashed low level elements.

Clash Easting.

Clash Northing.

Clash Elevation.

Clash Owning Element.

Obstruction Owning Element.
The clash results can be sorted and grouped by one or more column headings. To group by a heading click
and hold the left mouse button on the heading and drag the heading into the grey area above the grid.
Any of the columns can be filtered using the standard grid gadget filtering, utilising the options available in
the cell below the heading title.
Selecting a clash from the grid automatically updates the 3D view to display the current clash. The
information for the selected clash is also displayed at the top of the clashes form.
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The Navigate check box defines the relationship between the clashes grid and the Model Explorer.
Unchecked the explorer will remain unchanged as clashes are selected from the grid. If checked it activates
the adjacent drop down menu. This has two options:

Clash Item – selecting this option will navigate to the Clash Item in the Model Explorer for the clash
highlighted in the clash gird and make it the CE.

Obstruction Item – selecting this option will navigate to the Obstruction Item in Model Explorer for the
clash highlighted in the clash grid and make it the CE.
Right clicking anywhere in the clash grid shows a pop-up menu with two methods for the export of the clash
grid information.
Print Preview – Opens the standard print preview form allowing the page setup to be defined and the grid
printed.
Save to Excel – Prompts the user to browse to a file location and save the grid as a Microsoft Excel, .xls,
file. This then saves the file to the selected location.

Any grouping or filtering applied to the grid is maintained within the export. However the print preview
only displays the group titles and not the lower information. Excel export provides all the grid
information in the same format as the grid gadget.
2.8.1.2 Clash Reporting
The clasher utility has the ability to generate a text report of the clash checking results. The reporting
functionality is located on the Report tab of the Clashes form.
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The default setting when running a clash check is not to create a report. When this is the case the report
options are inactive. By checking the Report to file when checking for clashes checkbox the clash
checker will automatically create a report of its results and the options for this report are then activated.
The Position frame sets the presentation of the clash position.
World – Reports the position with respect to the world origin.
Site – Reports the position with respect to the owning site of the clash item.
Off – Position of clash is not reported.
The Duplicate frame sets the option for reporting clashes which appear multiple times within a clash check.
When clash checking it is possible for an obstruction in one clash to be the clash item in another. As such it
is possible for an item to be a both a clash item and an obstruction item and thus the same clash is reported
twice. These options allow the report to take this into account.
First – Reports only the first element within the clash and ignores the second.
Second – Reports only the second occurrence of the clash and ignores the first.
Both - Reports the first and second clash occurrences.
The Levels frame sets the types of clashes that will be reported.
Clashes – Will report any physical clashes found.
Clearances – Will report any clearance clashes found.
Touches – Will report any touch clashes found.
The Report Format frame allows the report layout to be customised.
Header – Adds header information to the top of the report such as Date and Time of clash check; the types
of clash reported; any non-default checking options and limits; the touch and clearance limits; any special
reporting options in use. An example is shown below.
Date 11 Mar 2013 Time 10:03
Report on All CLASHES TOUCHES CLEARANCES in:ZONE /ZONE-PIPING-AREA01
Touches defined as 2mm overlap to 0mm gap
No clearance defined
Branch check option ACHECK selected
Clashes included between connected SECTIONs
Clashes ignored within GENSEC, TMPL, CWBRAN, PLTFRM, SCTN, PCOJ, SITE, ZONE,
EQUI, CSURPX, CPANEL, HPANEL, STRFLT, RLADD
R, HANDRA
Primary clashes only are reported
All items specified as obstructions
Main Body – Details of the clashes found, including the clash type and extent and the identifiers of the two
design items involved. The clashes are grouped into sections, one for each significant element that
contains interference. An example is shown below.
ZONE /ZONE-PIPING-AREA01
PIPE /100-B-1
BRANCH /100-B-1/B1
1
HH
=16410/37 FLANGE 2 with
=16432/513 BOX 4 of TMPLATE 1 of :PUMP /P1502B
AT WORLD COORDINATES W307299 N303517 U100557
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Numbering – Adds the relevant clash number from the clash grid to the clash main body within the report.
Primary - Reports only the first or highest priority clash found between two significant elements (i.e.
suppresses multiple clashes, including those between different primitives of the same pairs of significant
elements).
Obstruction – Adds the obstruction list to the header information.
Reference – Adds database reference numbers to the clash and obstruction items in the main body.
Clash Summary – Lists the total number of clashes of each type found; the total number of elements
checked and the number of elements found to be interference free. If the Primary option was selected the
summary will be divided into the Primary clash summary and the Actual Clash summary. An example of this
is shown below.
***PRIMARY CLASH SUMMARY***
35
hard/hard clashes
1
hard/soft clashes
30
hard/hard touches
87
significant elements checked
48
significant elements interference free
***ACTUAL CLASH SUMMARY***
85
hard/hard clashes
2
hard/soft clashes
30
hard/hard touches
The Listing frame allows a list of the selected element types that are checked to be incorporated into the
report. Checking the List Elements checkbox activates the list. The default value for all element types is
On. Clicking on a row in the list toggles the Check column On or Off.
The destination and name of the report file can be set via the Report to file frame. The default destination
and file name is, %AVEVA_DESIGN_USER%/MyReport.txt. This can be changed by typing in the required
filename and path or by navigating to the required location using the Browse button. This opens a standard
windows dialogue box, where the required location and filename can be entered.

The AVEVA_DESIGN_USER folder can be thought of as a storage area for settings, files and defaults
created or setup by the user. The information held in the folder may interact with many aspects of
AVEVA E3D but is essentially independent of the programmes function. The AVEVA_DESIGN_USER
folder is typically located at C:\Users\Public\Documents\AVEVA\USERDATA.
The Reset System Defaults button resets the form settings to the system defaults which are read from a
system file when AVEVA E3D is opened.
The Save button saves the current user options.
The Restore button reads the saved user options file and sets the options accordingly.
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Exercise 1 Clash Detection
Add the ZONE named /ZONE-PIPING-AREA01 below the SITE /SITE-PIPING-AREA01 to the 3D view.
Drag to 11 O’clock on the PowerWheelTM to set Limits to Extents.
Select HOME > Check > Clashes > Clashes to display the Clashes form. Navigate to the Options tab in
the Clashes form. Check the Clash Midpoint Position checkbox. Set the Major Clash Items colour to
Yellow and the Obstruction Items colour to Cyan.
Select the Obstructions/Exclusions tab to display the Obstructions and Exclusions list. Click the Clear
button on the Obstruction List, then the Yes button on the confirmation message box. The Obstruction List
should now be empty.
Navigate to the ZONE named /ZONE-STRUCTURAL-AREA01. Ensure Current Element is selected from
the add obstructions drop down box and click the Add button. Note that the ZONE has been added to the
Obstructions List. Repeat the operation to add the ZONE named /ZONE-EQUIPMENT-AREA01 to the
Obstructions List.
Select the Clashes tab on the Clashes form to display the Clash List.
Navigate to PIPE 150-A-57 in the Model Explorer to make it the CE. Click the Check CE link label from the
main form. There should be two clashes displayed in the Clash List and the 3D View should have updated
to show a clipped view around the clash area.
Note that in the main 3D view a structural section, coloured Cyan has been added, indicating that it is the
Obstruction Item. Also note that the two tubes on the selected Pipe are coloured Yellow, indicating they
are the Clash Items.
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Check the Navigate checkbox. Then select Obstruction from the dropdown list. Select the second clash
and note that the Obstruction Item (i.e. the GENSEC) is now the CE in the Model Explorer.
To resolve this clash it may be necessary to raise the pipe to clear the beam or, lower the beam to clear the
pipe. The resolution would need to be agreed between the disciplines.
Remove the ZONE named /ZONE-PIPING-AREA01 and the ZONE named /ZONE-STRUCTURAL-AREA01
from the 3D view.
Navigate to PIPE 100-B-1 in the Model Explorer and again click the Check CE link label from the Clashes
form. There should be fifteen HH Touches in the Clash List. Sort by the results by the Clash Item column.
Select the fifth clash in the Clash List, i.e. HH TOUCH ELBOW 9 OF BRANCH /100-B-1/B1 (tube). The
detail of the clash can be found by sliding the grid gadget across to reveal all the columns in the grid. An
overview of the selected clash can be seen at the top of the clashes form.
This clash is a ‘touch’ between the leave tube of ELBOW 9 of the branch and a beam on ROW_J.
Select the North option on the PowerCompassTM to look north, then zoom in so that the touch between the
tube and the structural section is clearly shown:
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This clash is classed as a touch because the default settings of Overlap 2, Gap 0 and Clearance 0 are
being used. The tube is not overlapping the section but resting on it, therefore, it is not a Clash but a touch.
Select the Options tab to display the Clash Options. Modify the Touch Gap setting to 1 and the Clearance
setting to 5 and click the Save button.
Select the Clashes tab. Navigate to PIPE 100-B-1 in the Model Explorer again and select Check CE to rerun the clash check with the new settings. Note that three clearances have been added to the Clash List,
demonstrating the importance of getting the clash settings right.

Select the Report tab. To create a clash report during clash checking check the Report to file when
checking for clashes checkbox. Uncheck the Primary and Reference checkboxes, as all clashes will
be reported on but the database reference for each clash item is not required. Click the Save button.

Select the Clashes tab and navigate to the ZONE /ZONE-PIPING-AREA01 in the Model Explorer to
make it the CE. Select Check CE from the Clashes form. The form should now display a considerable
number of clashes. A text report detailing the clash check findings can be found in the
AVEVA_DESIGN_USER directory with the default name MyReport.txt.
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The clash summary at the bottom of the report should be as below.
***ACTUAL CLASH SUMMARY***
17
hard/hard clashes
1
hard/soft clashes
25
hard/hard touches
30
hard/hard clearances
87
significant elements checked
56
significant elements interference free
Note the total number of clashes and close the report.
Change the default Touch Gap and Clearance settings on the Options tab back to 0 and save them. With
the ZONE /ZONE-PIPING-AREA01 as the CE, again select Check CE from the Clashes form. As the name
for the clash report was not changed the old text file is overwritten. The summary from the clash report
should now be as below, again note that the number of clashes has been reduced.
***ACTUAL CLASH SUMMARY***
17
hard/hard clashes
1
hard/soft clashes
22
hard/hard touches
87
significant elements checked
72
significant elements interference free
Check PIPE 100-B-8 and decide how the clashes might be resolved.
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CHAPTER 3
3
Reference Grids
Reference Grids may be created from the Grids group within the DESIGN AIDS tab. There are four types
of reference grid: Rectangular, Cylindrical, Rectangular Tower and Triangular Tower.
Reference Grids are located under the administrative elements Grid Worlds in the hierarchy, which may be
created from the Grids group in the ADMIN tab.
Reference Grids are stored in a design database and have their own hierarchy structures’ as shown:
Triangular Tower
3.1
Rectangular/Rectangular Tower
Cylinder
Creating Reference Grids
When a Reference Grid is created it will appear under the first writeable
Grid World in the hierarchy. If there are currently no writeable Grid
Worlds a confirmation message will appear, verifying the creation of a
new Grid World. This Grid World will be unnamed.
Selecting one of the reference grid types from the Grids group will display a preview and a prompt in the 3D
view: Specify grid origin. Also a drop down context menu allows the grid to be named at this stage.
3.1.1
Rectangular Reference Grids
After specifying the grid’s origin the user will be prompted to specify steps along the X-axis, this may be
achieved by successive graphical picks or by entering the required distance into the text box then pressing
the Return key.
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When specifying steps on the X and Y axes, the
specification is by default in Relative mode, this
means that distances are relative to the last point
specified. Absolute mode may also be accessed
from the dropdown menu, whereby distances are
relative to the grid’s origin.
Whilst in Relative mode, multiple steps of the same
distance may be entered at once, for example:
3x1000 will create three, one metre steps.
Once the X-axis steps have been created, pressing
the Return key or picking Y from the drop-down
menu will progress to the Y-axis definition, where
steps may be created in a similar way.
After steps on the two axes have been created the
Reference grid may be completed as a plane by
selecting Finish from the drop down menu.
Alternatively Z-axis steps may be picked in order to
create a 3D grid. Note that Z-axis is in Absolute
mode by default.
The image on the right shows a 3x3x3 cubic grid
with metre steps on each axis.
3.1.2
Cylindrical Reference Grids
After specifying the grid’s origin, the user is
prompted to define Radii steps. A Diameter
definition option is also available from the drop-down
menu. This stage will define concentric rings which
will become GRIDCY elements.
Once the required ring sizes have been defined the
prompt will require Angles. These may be defined
Relatively, Absolutely or by the Fill option. The fill
option will take an angle input that is a divisor of
360, and place grid lines at increments of that angle,
e.g. 90 will place 4 grid lines at right angles to each
other.
Next Tower Height must be defined, this acts as a
maximum for the following step in which Z-axis
steps are defined.
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The Rectangular Tower and Triangular Tower grids are created using similar methods to those used for
creating rectuangular and cylindrical grids.
3.2
Modifying Reference Grids
To modify a grid, double click the grid, this will
navigate to the REFGRD level. A single spherical
grip will be displayed at the grid’s origin. Clicking
this grip will allow the re-positioning of the entire
reference grid.
In order to modify an individual plane, double click
on the associated plane label. In this case Row A
has been selected.
Planes may be repositioned on their current axis
using any of the four spherical grips at the
corners of the plane. Clicking one of these grips
then dragging will stretch the plane along its
normal axis.
Planes may also be rotated about the other two
parallel axes by selecting the double ended arrow
grips. The plane will pivot about the opposite
edge to the picked grip. For example if the double
ended arrow on the top edge is picked, the plane
will pivot about the bottom edge.
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3.2.1
Adding Grid Planes
Grid Planes may be added using the Create
Grid Plane button located in Grids group in
the DESIGN AIDS tab. The user will then be
prompted to select a reference plane, in the
case shown below Row A has been
selected.
Clicking will create a new plane at the picked
position, however the command will not exit
but will allow the continual creation of new
planes. The command may be finished by
pressing the Return key or by selecting
Finish from the drop-down menu.
Multiple planes may be created in the same
manner mentioned earlier(3.1.1) by entering
#xdistance.
3.2.2
Adding Grid Cylinders
Grid Cylinders may be added using the
Create Grid Cylinder button located in
Grids group in the DESIGN AIDS tab. The
user will then be prompted to select a
reference cylinder, in the case shown below
Cylinder 1 has been selected.
Clicking will create a new cylinder at the
picked position, however the command will
not exit but will allow the continual creation of
new planes. The command may be finished
by pressing the Return key or by selecting
Finish from the drop-down menu.
Multiple cylinders may be created in the
same manner mentioned previously.
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3.2.3
Grid Plane IDs
By default the X-Axis steps will have the labels 1,2,… and
the Y-Axis will have the labels A,B,…. The format of these
labels may be changed from the Start ID and Step ID fields
of the Properties Grid. For example in the worked example
the labels will have the formats WS.1,WS.2,… and
WS.A,WS.B,… for the X and Y axes respectively. These
may be applied by simply entering the first term, in this case
WS.1 then using the Reset Planes ID button.
The Plane IDs of a given REFGRD may be reset all at once
using the Reset Planes ID button located in the Grids
group of the DESIGN AIDS tab.
Clicking this button will reset the Plane IDs of the currently
selected REFGRD, if no grid is selected a prompt will ask the
user to select a grid.
Individual Grid Plane IDs may also be edited from the
Properties Grid field: ID plane.
3.3
Reference Grid View Settings
In the Grids group of the VIEW tab, there are various options available to change
how Reference Grids are viewed. These changes will affect all Reference Grids in
the 3D View.
The Annotate button will toggle all grid annotations On/Off, this includes
dimensions and labels, hence whilst Annotate is toggled Off, all of the other
options in the group will be unavailable and will appear greyed out.
The Dimension button will toggle grid dimensions On/Off. Elevation labels will
still display their height when dimension is toggled Off.
The bottom left button contains a dropdown list of settings for Elevation labels.

Local Elevation will derive elevations from the Reference Grid’s Origin.

World Elevation will give elevations with respect to World Co-ordinate
System.

Plane ID will show only the plane IDs without showing elevations.
The two buttons in the bottom right allow the user to Increase or Decrease the
size of all the gird’s Annotations by increments. This allows annotations to be
made an appropriate size for the current reference grid.
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3.4
Converting User Grid Systems
Projects imported from previous AVEVA software such as
Everything 3D 1.1 or PDMS 12.1 SP4 may contain User Grid
Systems, these will not be visible in the 3D View. However a tool
is provided to convert User Grid Systems into Reference Grids.
The Convert Grid Systems button is located in the Grids group
of the ADMIN tab. This will open the Convert GRIDSY/REFGRD
form.
Using the Add Elements section of the form to locate the Grid
System(s) to be converted, then clicking Apply, will convert the
selected Grid Systems into Reference Grids. These Reference
Grids will be placed alongside the original Grid Systems in the
hierarchy.
3.5
Creating a Rectangular Reference Grid – Worked Example
Navigate to the Grid World /TRAINING-GRIDS in Model Explorer.
Click DESIGN AIDS tab and click Rectangular in the Grids group.
This will prompt the user to specify the Grid origin. Firstly we want to give a name to the grid. Use the Down
key to open in canvas option menu and click the Name option.
Enter AREA02_WORKSHOP_GRID as the Grid name.
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Then specify the grid origin by Entering E -320910, N 335000,
U 100000.
Zoom in to the origin of the REFGRID, first using Zoom Extents which you can call from the PowerWheelTM
accessible with a Right Click, the Extents is at 11 O’clock on the PowerWheelTM.
Use the middle mouse button scroll to zoom to the origin of the REFGRID.
The user is now prompted to give dimensions in 3 directions X, Y and Z. Distances between vertical planes
or elevations for Z direction have to be specified.
Specify dimension in X direction by entering 2x5150, <Enter>, 5250, <Enter> and again <Enter> to start
Next step.
Specify dimensions in Y direction by entering 2x4000 and <Enter>, press again <Enter> to start Next step.
Finally specify dimension in Z direction by entering 4000, <Enter>, 5000, and <Enter> press again <Enter>
to Finish the operation.
The first Grid Plane in East direction GRIDFA AREA02_WORKSHOP_GRID/Axis, should be labelled WS.1
according to the drawing. Navigate to the first GRIDFA element and change the Start ID Property to WS.1
using the Properties Grid. The first Grid Plane in North direction should be labelled WS.A. Navigate to the
second GRIDFA element and change the Start ID Property to WS.A. Then click on Reset Plane ID on the
DESIGN AIDS tab. Pick the Grid. The Grid annotation is updated according the Start ID of plane in X
direction.
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You could also edit the different Grid Plane individually by setting their ID Plane property.
Next, double click the reference that has been created, then double click the Elev 0mm label. Note that the
Create Grid Plane and Create Gird Cylinder buttons in the Grids group of the DESIGN AIDS tab are now
active.
Click the Create Grid Plane button and type -300 then <Enter> afterwards use the Reset Planes ID button
again. Note that the newly created grid plane GRIDPL 2 is placed between the 0mm and 4000mm planes in
the hierarchy, since its elevation is between zero and four metres.
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Exercise 2 Reference Grids
This exercise creates and labels the reference grids for the Buildings B01 and B02.
Navigate to GRIDWL REFERENCE_GRIDS, then create the reference grids detailed in the tables below.
Building B01 Grid
Grid Name
Origin
X-axis Steps
Y-axis Steps
Elevations
Start ID Axis
Start ID Row
AREA02_BUILDING_B01_GRID
W 312500 N 318500 U 100000
4500, 5000, 4500
8000
3800, 7800
B1.1
B1.A
Building B02 Grid
Grid Name
Origin
X-axis Steps
Y-axis Steps
Elevations
Start ID Axis
Start ID Row
AREA02_BUILDING_B02_GRID
W 297500 N 318500 U 100000
5000, 4500, 4500
3x8000
4500, 8500, 12500, 15500
B2.1
B2.A
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CHAPTER 4
4
Surface Treatment
The Surface Treatment utility enables specific paint types and coatings to be applied to individual model
items such as piping, HVAC, structural elements, etc.
4.1
Definition of Surface Treatments
Surface treatments consist of surface preparation, primer, paint description, manufacturer and a coating
thickness. Surface treatments are defined in Paragon and stored in a Catalogue database.

The definition of Surface Treatments is outside the scope of this training guide. Refer to TM-1867
AVEVA Everything3D™ Project Model General Administration for information on how to define and
modify surface treatments in Paragon.
The database MASTER/PIPECATA, in the AVEVA data project ACP, contains a number of pre-defined
surface treatments, for example:
Surface treatments are referenced by model elements via the attributes Inprtref and Ouprtref representing
the inside surface treatment and the outside surface treatment respectively. Only elements with these
attributes may have a surface treatment assigned to them.
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4.2
Assigning a Surface Treatment
Selecting TOOLS > Assign > Surface Treatment displays the Surface Treatment – Assignment form.
4.2.1
Selecting Elements
The Scope definition area of the form assists in selecting database elements to assign surface treatment to
and displays them in the Selected elements area of the form in a grid.
The Scope definition options list may be used to filter by a particular element type. For example, if PIPE is
selected and a ZONE containing only EQUI elements is selected, the Selected elements grid does not
display any results. Similarly, if EQUI is selected and a ZONE containing only EQUI elements is selected,
only the EQUI elements are displayed in the grid. However, if ALL is selected the ZONE containing only
EQUI elements will display the NOZZ elements as well.
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The radio buttons in the Scope definition area have the following functionality:

CE mem - includes members of the current element, i.e. elements owned by the CE.

ID – enables item(s) to be graphically picked from the 3D view.

CE - includes the current element only.

Collection – this radio button, and its associated options list, is only enabled if one or more collections
are defined. The options list adjacent contains all the currently defined collections. This option allows
the selection of items from predefined collections.
Clicking either the Select or Add Element buttons populates the Selected elements grid with the elements
based on the chosen method and criteria.
The Select button clears the grid of any existing elements and adds the selected items.
The Add Element button appends the selected items to the items already displayed in the grid.

Only items which have Inprtref and Ouprtref attributes are added to the grid. Items without these
attributes are ignored.
Once the Selected elements grid is populated, elements from the grid must be selected to apply the
surface treatment to. Selections can be made from the grid using standard Windows selection methods.
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4.2.2
Selecting the Surface Treatment
Once the elements required have been selected, the surface treatment to be applied and where it is to be
applied, can be selected from the bottom part of the Surface Treatment – Assignment form.
The database MASTER/PIPECATA contains four pre-defined Table groups (Selection Tables) which may
be selected using the Table group options list.
These options are:

IPSP – Inside Paint Specification, rule based.

OPSP – Outside Paint Specification, rule based.

FACE – Face Code of Zone.

GENE – General, non-rule based.
Each Table Group option has a number of specification based table items which are selected from the
Table item options list:
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When a Table item has been selected the Specification, if applicable, Symbol code and Punch code
textboxes are automatically filled with the relevant information.
4.2.3
Applying the Surface Treatment
Having selected the elements to apply the surface treatment to and the required surface treatment, clicking
either the Inside, Outside or Both buttons will update the Selected elements grid with the appropriate
settings.
Clicking the Apply button on the form displays a warning message.
Clicking the OK button on the message assigns the
surface treatment to the specified items and removes
them from the Selected elements grid.
By Viewing the attributes of the processed elements it
can be seen that the Inprtref attribute has been
displayed accordingly.
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4.2.3.1 Selected Elements Grid Pop-up Menu
Having selected items from the Selected elements grid, right clicking
in the grid item displays a pop-up menu which has the following
options:

Add to 3D view – this option adds the selected elements to the
3D view.

Change Inside Codes from Spec – this option populates the
inside codes, i.e. INPRTR, STINRF, STINCD and PUINCD
columns in the grid, for the selected items using the current Table
item data.

Change Outside Codes from Spec - this option populates the
outside codes, i.e. OUPRTR, STOURF, STOUCD and PUOUCD
columns in the grid, for the selected items using the current Table
item data.

Change IN/OUT Codes from Spec - this option populates both the inside codes and outside codes for
the selected items using the current Table item data.

Change Inside Codes from Face – this option populates the inside codes, i.e. INPRTR, STINRF,
STINCD and PUINCD columns in the grid, for the selected items using the current Table item data.

Change Outside Codes from Face - this option populates the outside codes, i.e. OUPRTR, STOURF,
STOUCD and PUOUCD columns in the grid, for the selected items using the current Table item data.

Change IN/OUT Codes from Face - this option populates both the inside codes and outside codes for
the selected items using the current Table item data.

The Apply button on the Surface Treatment – Assignment form will still need to be clicked to update
the attributes on the selected items after the grid is updated.

Change codes from Table List – this option opens the Surface Treatment – Section form which is
described in detail in the next section.

Remove Selected Element(s) – this option removes the selected element(s) from the grid.

Remove All Elements – this option clears the grid.

Export to Excel… – prompts the user to browse to a file location and save the grid as a Microsoft
Excel, .xls, file. This then saves the file to the selected location.

Print Preview… – opens the standard Print preview box allowing the page setup to be defined and the
grid printed.
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4.2.3.2 The Surface Treatment – Selection Form
Having selected items from
elements grid, clicking the SRF
the bottom of the Surface
Assignment form displays
Treatment – Selection form.
the Selected
List button at
Treatment –
the Surface
The form contains Table Group and Table Item
options list, whose functionality is the same as
previously described for the corresponding
gadgets on the Surface Treatment –
Assignment form. However, selecting a Table
Group and Table Item displays details and
coatings of the surface treatment.
Clicking the Inside, Outside or Both buttons
updates the selected items in the grid with the
details from the selected surface treatment.
The Clear button clears the details on the form.

4.3
The Apply button on the Surface Treatment – Assignment form will still need to be clicked to update
the attributes on the selected items after the grid is updated.
Surface Treatment Calculation and Report
Once the surface treatments have been assigned to the required model elements, the inside and outside
surface area for each component may be calculated and reported on.
With the required element as the CE, selecting TOOLS > Report > Surface Treatment displays the
Surface Treatment – Report form.
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The CE when the form is loaded is set automatically. Navigating to another element within the Model
Explorer and clicking the CE button will set that as the current CE for the form.
Clicking the Calculate button calculates the inside and outside surface area for each component owned by
the CE and displays the results in the Selected elements grid. Units for the calculated area derive from the
current session units for distance.

The Units for Area displayed derive from the current session units for Distance, as defined in the units
setting form.
Having selected items from the Selected elements grid, right clicking in the grid displays a pop-up menu
which has the following options:

Add to 3D view – this option adds the selected elements to the 3D
view.

Remove selected list in Grid – this option removes the selected
items from the grid.

Remove all list in Grid – this option clears the grid.

Export to Excel… – Prompts the user to browse to a file location and
save the grid as a Microsoft Excel, .xls, file. This then saves the file to
the selected location.

Print Preview… - Opens the standard Print preview box allowing the
page setup to be defined and the grid printed.
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4.4
Surface Treatment – A Worked Example
Clear the Drawlist. Select TOOLS > Assign > Surface Treatment to display the Surface Treatment –
Assignment form.
Navigate to PIPE 100-B-1 in ZONE /ZONE-PIPING-AREA01 to make it the CE.
In the Scope Definition area of the form select BRAN from the options list, make sure that the CE mem radio
button is selected, and click the Select button to populate the Selected elements grid with branches.
Select all branches in the grid to highlight them. Select IPSP from the Table Group options list and, as the
pipe spec for the branches is A3B, select /MAS-IPSP-PSPE-A3B from the Table Item options list.
Click the Inside button to populate the inside codes for the branches in the grid.
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Select OPSP from the Table Group options list and /MAS-OPSP-PSPE-A3B from the Table Item options
list.
With the all branches still highlighted in the grid, right click to display the selected elements pop-up menu.
Select the Add to 3D view option to add the three branches to the 3D view.
Right click in the grid again and select the Change Outside codes from Spec option to populate the
outside codes for the branches in the grid.
Click the Apply button on the bottom of the Surface Treatment – Assignment form and click the OK button
on the subsequent warning message.
Navigate to BRAN 100-B-1/B1 in the Model Explorer. Right
Click and select Attributes… to display the Attributes form.
Scroll down to find the Inprtref and Ouprtref attributes to verify
that the change has been made.
Note that the three branches have been removed from the
Selected elements grid on the Surface Treatment –
Assignment form.
Dismiss the Attributes form.
Navigate to PIPE 150-A-3 in the Model Explorer and click the Select button on the Surface Treatment –
Assignment form to add two branches to the Selected items grid.
Navigate PIPE 80-A-11 in Model Explorer and click the Add Element button on the Surface Treatment –
Assignment form to add two branches to the Selected items grid. Repeat the process for PIPE 150-A-57.
There are now six branches in the grid.
Highlight all six branches in the grid and click the SRF List button on the Surface Treatment – Assignment
form to display the Surface Treatment – Selection form.
Select IPSP from the Table Group options
list and /MAS-IPSP-PSPE-A1A from the
Table Item options list to populate the
Coating Lists grid.
Click the Inside button to populate the
inside codes on the Selected elements grid
on the Surface Treatment – Assignment
form.
Select OPSP form the Table Group options
list and /MAS-OPSP-PSPE-A1A from the
Table Item options list to populate the
Coating Lists grid.
Click the Outside button to populate the
outside codes on the Selected elements
grid on the Surface Treatment –
Assignment form.
Close the Surface Treatment – Selection
form.
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Click the Apply button on the bottom of the Surface Treatment – Assignment form and click the OK button
on the subsequent warning message to apply the selected surface treatments to the branches.
Click the Cancel button on the Surface Treatment – Assignment form.
Navigate to PIPE 100-B-1 in Model Explorer and select TOOLS > Report > Surface Treatment to display
the Surface Treatment – Report form.
Click the Calculate button to populate the Selected elements grid with the details of the pipe components,
assigned surface treatments and surface area for inside and outside.
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Note that the gaskets have been assigned a surface treatment. To filter the gaskets from the report, on the
TYPE column, select the drop down list in the cell below the column header and uncheck the GASK option
from the filter pop-up menu.
Note that the gaskets have now been filtered out of the report.
Right Click in the Selected Elements grid and select Export to Excel… to display the Save Surface
Treatment Data As form. Click the Save button on the form. Click the OK button on the subsequent
message form.
Now open the saved Excel file and validate the contents against the Selected Elements grid.
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Exercise 3 Surface Treatments
Assign appropriate surface treatments to the remaining pipes in the ZONE ZONE-PIPING-AREA01 and
create reports for them.
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CHAPTER 5
5
Mass Properties
5.1
Mass Properties Overview
The Mass Properties utilities are common across all applications in the Design module of AVEVA E3D 2.1.
They enable the user to obtain the Weight, Centre of Gravity (C of G), Surface Area and Volume for
individual items, parts of the model or the whole model.
Whilst the Surface Area and Volume utilities work in the same way for all disciplines, the weight data and
Centre of Gravity data for the Weight and Centre of Gravity utility is obtained from different sources
depending on the discipline.
5.1.1
Weight Data
For Piping, Cable Tray, HVAC and Cable, the weight data is stored against individual component weights
in the Properties database.
For Piping, the ‘wet’ weight, i.e. the pipe full of fluid, can only be calculated if the Fluref attribute is set on
the PIPE or BRAN elements.
For Equipment (EQUI), Volume Model (VOLM) and Sub Volume Model (SVOLM) elements, the weight
data is stored in the following attributes:

Usrweight – the ‘dry’ weight of the element. A fixed value or an expression may be used.

Usrwweight – the ‘wet’ weight of the element, i.e. the element ‘dry’ weight plus any fluids. A fixed value
or an expression may be used.

Usrcogravity – the co-ordinates of the ‘dry’ centre of gravity from the elements origin, expressed in the
frame of reference of the element.

Usrwcogravity – the co-ordinates of the ‘wet’ centre of gravity from the elements origin, expressed in
the frame of reference of the element.
A value or expression must be entered for each attribute on each element after it has been created.
For Structural elements and their soft types, the weight data is obtained by multiplying the volume (net or
gross) by the density of the assigned material stored in the Properties database.
5.1.2
Centre of Gravity Data
For Piping, Cable Tray and HVAC, the C of G position is taken from a Ppoint on the catalogue item whose
Purpose attribute is set to COFG. If the Ppoint does not exist then P0 is considered to be the items C of G
position.
For Equipment (EQUI), Volume Model (VOLM) and Sub Volume Model (SVOLM) elements, the C of G
position is stored in the following attributes:

Usrcogravity – the co-ordinates of the ‘dry’ centre of gravity from the elements origin, expressed in the
frame of reference of the element.

Usrwcogravity – the co-ordinates of the ‘wet’ centre of gravity from the elements origin, expressed in
the frame of reference of the element.
A value or expression must be entered for each attribute on each element after it has been created.
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5.1.3
Accuracy of Mass Properties
The mass properties for Structural elements are calculated by the AVEVA E3D graphical engine and its
interpretation of the geometry. The accuracy of this calculation is defined by the graphics settings.
Selecting VIEW > Settings > Graphics loads the graphics settings form. Selecting the Representation tab
shows the representation settings.
The accuracy of the mass properties calculation is
influenced by the Arc Tolerance setting.
The default setting for arc tolerance is 1mm. The
minimum arc tolerance that may be defined is 0.1mm.
Arcs within AVEVA E3D are approximated as a series
of faceted edges. Reducing the arc tolerance increases
the number of faceted edges that must be considered. It
will also improve the accuracy of the result.
The user must make a judgement between calculation
speed/system performance and the degree of accuracy
required when setting the Arc Tolerance value.
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5.2
Weight and Centre of Gravity
Selecting TOOLS > Mass Properties > WeightCofG displays the Weight and Centre of Gravity form.
The upper section of the form allows the user to select the
elements to be considered in the calculations.
The Add buttons allow the user to populate the grid in the
Selected Elements area of the form.
The top Add button allows the user to add elements using the
method selected in the adjacent textbox.
The Add Elements options list
provides the following element
selection methods:

Current Element – this option adds the Current Element to
the list.

Element Members – this option adds all members of the
Current Element.

Members with Tubing – this option adds all members of the
Current Element that contain elements of the type TUBI
(implied tube).

Current Collection – this option adds the current collection
(if one exists).

Graphical Pick – this option allows the user to select
elements from the graphical display.

Graphical Selection – this option uses the current graphical
selection.

Within Area – this option allows the user to select an Area
from the 3D view.

Within Volume of CE – this option adds all elements that fall
within the bounding box of the current element.
The lower Add button on the form allows the user to add elements using the Named Element textbox
adjacent. CE may be entered here as a valid name.

The Within Area option has been designed to use AREADE elements. These elements are currently
only used for the Room Design application in AVEVA Marine and in AVEVA Plant Nuclear Applications.
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Once the Selected Elements grid has been populated, right
clicking in any part of the grid displays a pop-up menu which
has the following options:

Remove Selected Elements(s) – this option removes all
selected elements from the list.

Remove all Elements – this option removes all elements
from the list.

Enhance in 3D View – this option highlights all the
elements in the list in the 3D view.

Unenhance in 3D View – this option will un-highlight all
elements in the list in the 3D view.

Navigate To – this option is a toggle. When on, indicated by a tick to the left of the option, clicking on
any element in the list will navigate to it in the Model Explorer.

Export to Excel… – this option enables the Selection grid to be saved to Excel. The user is presented
with a standard windows dialogue box to choose the filename and location for the Excel file.

Print Preview… – this option produces a print preview of the Selection grid.
Initially the Selection grid has two columns, i.e. Type and Name. When the calculations are complete the
grid displays additional columns for Weight and C of G. The Grid can be filtered and sorted in the same
manner as any AVEVA E3D grid gadget.
The Settings area of the form enables adjustments to be made to
the Weight and Centre of Gravity calculations via a series of
options list and textboxes.
The Wet/Dry option list enables the selection of the Wet Weight
or Dry Weight to be used in the calculations.
The Negatives options list enables the user to select whether or not negative geometry (e.g. end
preparations, holes, etc.) will be considered in the calculations. The options are:

Consider (net) – this option allows for negative geometry and produces the most accurate result. The
data returned is appropriate for determining as-built weights for loading calculations, transport planning,
etc.

Ignore (gross) – this option ignores the effect of negative geometry. The data returned is appropriate
for material cost estimating, etc.

Ignore (rough) – this option is similar to the Ignore (gross) option, however, this calculation makes a
number of simplifications (basic arc tolerances, less iterations of surface smoothing of complex primitive
configurations, etc.). It is quicker calculation and is a useful option for models with large amounts of
data or very complex geometry.
The Weight Of option list allows the user to specify whether the calculations will apply to the Element Only
or All Members associated with the element. For example, consider a section that owns several fittings.
Selecting All Members would include the geometry of the section and the fittings in the calculations.
Selecting Element Only would consider the section only and ignore the fittings.
When calculating mass properties the system uses the Representation Mass value which can be set in the
Representation Level textbox on the Weight and Centre of Gravity form or by using the Representation
tab on the Graphics Settings form.
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The Refresh button
adjacent to the Representation Level textbox will refresh the level setting if it is
changed on the Graphics Settings form.
Representation Mass is similar to other representation settings for different drawing levels of detail. For
example, a very simple shape may be represented at Level 1, whereas more complicated geometry may be
represented at Level 6. A more simplistic shape representation will return a mass property more quickly,
though it will be less accurate than the result obtained when a detailed representation is considered.
The CofG wrt textbox is used to calculate the centre of gravity of an element with respect to another, the
default is /* (World) coordinates.
The user can input, for example, an element Name and the calculations will use this for the list of individual
Centres of Gravities. If the user changes the CofG wrt value on pressing the Return key the total Centre of
Gravity will be refreshed. To refresh the individual Centre of Gravities displayed in the Selected Elements
grid the calculation must be performed again.
Once the appropriate settings have been chosen the calculations are made by selecting the Apply button. If
all elements are valid, the total Weight and Centre of Gravity coordinates are displayed in the appropriate
textboxes. The individual element data is displayed in the Selection grid.

The Weight and Centre of Gravity use the current session units for Mass and Distance respectively, as
defined in the units setting form.
If a weight or C of G cannot be determined for a selected element,
i.e. a component weight cannot be found (Piping, Cable, HVAC), the
Matref attribute is not set (Structural) or the user data has not be
entered (Equipment), an error message is returned for that element.
5.3
Surface Area
Selecting TOOLS > Mass Properties > Area displays the Surface form.
The top part of the form, including the Selected Elements grid,
looks and functions in a similar way as the Weight and Centre of
Gravity form described earlier, with the following differences.

The Add Elements options list does not contain the Within
Area option.

The Selection grid, when populated and the calculation run,
displays a column for the Surface, rather than Weight and
CofG.
The Settings area functions in the similar way to those described
previously for the Weight and Centre of Gravity form. Except
instead of the CofG wrt text box the user is presented with a Units
option list.
Here the units displayed for surface area can be changed between
square mm, cm, m, inches and feet. This works independently of
the current session distance units.
Clicking the Apply button calculates the Total Surface area,
displaying the result in the Total Surface textbox and populating
the Surface column in the Selection grid for each element.
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5.4
Volume
Selecting Tools > Mass Properties > Volume from the main menu displays the Volume form.
The top part of the form, including the Selection grid, looks and
functions in a similar way as the Weight and Centre of Gravity
form described earlier, with the following differences.

The Add Elements options list does not contain the Within
Area option.

After running the calculation the Selection grid displays a
column for the Volume rather than Weight and CofG.
The Settings area options functions in the similar way to those
described previously for the Weight and Centre of Gravity form.
Except, instead of the CofG wrt text box the user is presented
with a Units dropdown list.
Here the units displayed for surface area can be changed
between cubic mm, cm, m, inches and feet. This works
independently of the current session distance units.
Clicking the Apply button calculates the Total Volume, displaying
the result in the Total Volume textbox and populating the
Volume column in the Selection grid for each element.
5.5
Using the Mass Properties Utility – A Worked Example
Exit AVEVA E3D then re-enter AVEVA E3D as a Structural Designer using the details provided by the
Trainer, for example:
Project: Training (TRA)
Username: A.STEELMAN
Password: A
MDB: A-STRUCTURAL
Module: Model
Select the Structures module from the quick access
toolbar to enter the Structures application.
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This worked example utilises the STRU PIPERACK to demonstrate the functions of the Mass Properties
utility.
Add the STRU PIPERACK, in ZONE ZONE-STRUCTURAL-AREA01, to the 3D view. Select the Piperack
either from the model explorer or using a selection fence.
From the Properties Grid change the Material field to S355J0 Steel.
5.5.1
Calculating Weight and Centre of Gravity
Select TOOLS > Mass Properties > Weight CofG display the Weight and Centre of Gravity form.
With the STRU PIPERACK as the CE, select Element Members
from the Add Elements options list and click the Add button.
Each FRMW within the STRU is listed in the Selected Elements
grid. Note that the elements are highlighted in the 3D view.
Leave the Settings area of the form at the default values then click
the Apply button.
The Selected Elements grid now contains two further columns
listing the Weight and CofG coordinates for each FRMW.
Note the Total Weight and Centre of
Gravity at the bottom of the form for
all FRMWs and the axes aid
graphically showing the Centre of
Gravity in the 3D view.
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In the Settings area of the form enter J1 in the CofG wrt textbox and
press the Return key.
Note that the overall Centre of Gravity coordinates have changed but
the individual Centres of Gravity are the same. Clicking the Apply
button updates the individual Centres of Gravity.
Right click within the grid, from the pop-up menu select Remove All
Elements to remove all elements from the Selected Elements grid.
In the Named Element text box enter /ROW_J-BRACING and press
the Return key then click the adjacent Add button.
In the Settings area of the form enter WORLD in the CofG wrt
textbox and press the Return key.
Leave the other settings at the default values and click the Apply
button. Note the calculated Total Weight.
In the Settings area of the form, enter 2 in the Representation Level textbox and click the Refresh button.
Click the Apply button again and note the calculated Total
Weight. The total weight should have increased from the
previous calculation.
Close the Weight and Centre of Gravity form.
The difference in weights is due to the use of different Mass
Representation levels. In this example Mass Representation
Level 2 has utilised simplified geometry (e.g. no radius at
corners of the RHS) when considering the section profile.
By contrast, Mass Representation Level 6 utilised more detailed geometry representation (e.g. radii at
corners) when considering the section profile. The geometry at different representation levels is set in the
structural profile catalogue.
In a similar manner to changing the way negative geometry is considered, the mass representation level
provides another tool allowing designers to choose between accuracy of result and speed of calculation.

Care should be taken with the mass representation level and negative geometry. The designer must
consider how the returned information is to be used.
5.5.2
Calculating Surface Area
Change the viewing direction to a Plan North view.
Use the PowerWheelTM to set limits to extents.
Using a Wholly Within selection rectangle, select the
eastern most bay of the STRU PIPERACK.
Select TOOLS > Mass Properties > Area to display the Surface form. Select Graphical Selection from the
Add Elements option list and click the Add button to display the sections from the graphical selection in the
Selection grid.
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Change the viewing direction to Iso
and note
the elements are highlighted in the 3D view.
Enter 6 in the Representation Level textbox, press the Return
key and click the Update button.
Leave the other settings in the Settings area at the default
values.
Click the Apply button.
The Selection grid displays the Surface area for each individual
element and the surface area of all elements is displayed in the
Total Surface textbox at the bottom of the form.
Right click in the Selected Elements grid and select Remove All Elements to remove all members from the
Selected Elements grid.
In the Model Explorer navigate to SCTN 2 of FRMW ROW_J of the PIPERACK. Select Current Element
from the Add Elements options list and click the Add button.
This SCTN owns a number of web stiffener fittings where the bracing members are connected to it.
In the Settings area of the Surface form select
Element Only from the Surface Of options list.
Click the Apply button and note the calculated Total
Surface area.
Change the Surface of setting to All Members and
click the Apply button again. Note the change in the
Total Surface value.
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The Total Surface area calculated using the All Members option includes the area of the web stiffeners,
whereas, the Element Only option ignored the stiffeners and considered the surface area of the section
only. Close the Surface form.
5.5.3
Calculating Volume
Select TOOLS > Mass Properties > Volume from the main menu to display the Volume form.
In the Model Explorer navigate to FRMW ROW_7 of
the PIPERACK.
Select Element Members from the Add Elements
option list and click the Add button to display the
members of ROW_7 in the Selection grid.
Note the selected items are highlighted in the 3D
View.
Leave the settings in the Settings area at the default values. Click the Apply button to calculate the volume.
The Selection grid displays the Volume for each individual element
and the surface area of all elements is displayed in the Total
Volume textbox at the bottom of the form.
Close the Volume form.
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Exercise 4 Calculating Mass Properties
This exercise adds weight and C of G data to the equipment in Area 01 and then uses the Mass Properties
utilities to determine weight, centre of gravities, surface areas and volumes.
Navigate to ZONE ZONE-EQUIPMENT-AREA01 and, using the Attributes form, add the following data to
the relevant equipment attributes.

Equipment Name
Usrweight
Usrwweight
Usrcogravity
Usrwcogravity
C1101
15000
16000
E 0 N 0 U 10350
E 0 N 0 U 9900
D1201
3000
3200
E 0 S 2400 D 50
E 0 S 2400 D 50
E1301
2250
3000
E 0 N 3250 D 5
E 0 N 3250 D 5
E1302A
1200
1500
E 0 S 2750 U 55
E 0 S 2750 U 55
E1302B
1250
1550
E 0 S 2750 D 10
E 0 S 2750 D 10
P1501A & B
250
300
E 10 S 605 D 180
E 10 S 500 D 150
P1502A & B
400
475
E 0 S 600 D 275
E 0 S 550 D 250
The syntax for entering the C of G values is (EA NB UC) where A, B, C are the ENU coordinate values
respectively.
Calculate the dry and wet weights and C of G for :PUMP P1501A and note that the obtained values
correspond to the input values.
Calculate the weight and C of G of different combinations of equipment, with respect to the World and to
other elements.
Calculate the surface area and volumes of individual pieces of equipment and combinations of equipment.
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CHAPTER 6
6
6.1
Linking Documents to Model Elements
Setting up the Training Course
Document Links can only be created by a user with sufficient administration access. In order to have this
administration access Close the current AVEVA E3D Model session and then login using the details
provided below:
Project: Training (TRA)
Username: A.MODELADMIN
Password: A
MDB: A-PIPING
Module: Model

6.2
A.MODELADMIN must by typed
into the User text box. It is classed
as a free user and therefore does
not appear on the User options list,
Linking Documents Overview
Model elements may be linked to documents or external sources, e.g. web pages or email addresses.
6.2.1
Link World (LINKWL) Elements
All elements related to links are stored under a Link World (LINKWL) element which can store Link Folders
(LNFOLD), Link Classes (LNCLAS) and Link Descriptors (LNDESC).
It is possible to assign LNDESC to elements in other databases. It is, therefore, recommended that LINKWL
elements are created in their own design database to which all relevant teams have read and write access.
Usually the System Administrator will provide a database with the LINKWL element in it.
6.2.2
Link Folder (LNFOLD) Elements
Under a LINKWL it is possible to organise all elements into a tree structure using LNFOLD elements which
can own further LNFOLD elements, LNCLAS elements and LNDESC elements. This way it is possible to
freely configure the hierarchy.
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6.2.3
Link Class (LNCLAS) Elements
Classification of documents is possible through the use of LNCLAS elements. Each LNDESC may be
classified by multiple classes. In the diagram below each LNDESC is associated with more than one
LNCLAS. A single LNCLAS may classify multiple LNDESC elements. In the diagram LNCLAS1 is
associated with all three LNDESC elements.
6.2.4
Link Descriptor (LNDESC) Elements
A LNDESC element holds a link to documents and external resources. Both external documents and draft
drawing elements can be referenced using the Urlfile attribute, a string storing the raw Uniform Resource
Locator (URL) of the linked document can be:

a file – stored in the form "file:///Docsys/ProjectX/MyDocument.doc".

a web page – stored in the form "http://www.aveva.com"

an e-mail address - stored in the form “mailto:support@aveva.com"

an internal database reference - (e.g. to a drawing) stored in a form "dabref://=12345/6789"

any other external resource.
6.3
Adding Links
Selecting ADMIN > Configure > Links displays the
Linked Documents form.
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With a Model element nnnn as the CE, right clicking in
the Linked Documents form and selecting Add link
will
open
the
Add link to nnnn form, where nnnn is the name of the
CE. Here the CE is /* the Model World.

A LINKWL must exist in a writeable database
before links may be added to model elements.
The Choose link category area of the form enables a
link category, i.e. Existing file, Web page or E-mail
address to be selected.
Selecting any of these options changes the display in
the Link options area of the form.
Clicking the Existing file button displays Name and
Description textboxes where appropriate name and
description entries may be made.
A pathname and file name may be entered in the Path
to file textbox.
Clicking the Choose file… button will display a Choose
file to link to browser where the file may be located
and, upon clicking the Open button, on the browser,
dismisses the browser and populates the Path to file
textbox.
Clicking the Web Page button displays Name and
Description textboxes where appropriate name and
description entries may be made.
A web address may be entered in the Address textbox.
Clicking the Browse… button will display a Web
browser where the web address may be located,
copied and pasted back to the Address textbox.
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Clicking the E-mail address icon displays Name and
Description textboxes where appropriate name and
description entries may be made.
An email address may be entered in the E-mail
Address textbox and a subject heading for the email
entered in the Subject textbox.
Once the link options have been completed, clicking the
OK button on the Add link to nnnn form displays the
Select destination container form.
The form contains the LINKWL and any LNFOLD
elements that exist below the LINKWL.
Selecting the required container and clicking the OK
button creates a LNDESC element below the selected
LINKWL or LNFOLD.
Once added to one model element, links may be easily
added to others by opening the Add link to nnnn form
with the required element as the CE. In this case
Equipment E3101.
Selecting the previously created link and clicking the OK
button associates the model element with the document.
The model element name has now been placed under
the LNDESC element in Model Explorer.
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Other model elements can be added to it by
following the procedure described above.
6.4
Displaying Links
Once links have been added, the links in which model items are included may be displayed. Navigating to
an element in Model Explorer and selecting ADMIN > Configure > Links displays the Linked Documents
form. The form has two tabs, Links and Folders/Classes.
The Links tab displays document links with the CE, with the name of the CE displayed in the list header.
Right clicking on a link document in the list displays a pop-up menu with the following
options:

Open – this option opens the linked document. If the link is an email address, the
email application is opened and a new email created with the address and subject
populated with the details supplied in the link.

Rename – this option enables the Name of the link to be modified.

Remove – this option deletes the link.

Add link – this option displays the Add link to nnnn form, enabling a new link to be added.
Right clicking in the blank area of the list displays a pop-up menu with a single Add link option which
displays the Add link to nnnn form.
The Track CE checkbox, if checked, will display any links if a new CE is selected in Model Explorer.
The Assigned Classes section of the list displays any LNCLAS elements to which the link has been
assigned.
The Folders/Classes tab displays any LNFOLD elements and the linked documents in the folder as well as
assigned LNCLAS elements.
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Right clicking on a link document in the list displays a pop-up menu with the same options as described
previously for the Links tab.
Similarly, right clicking in the blank space of the list displays a pop-up menu with a single Add link option, as
described previously.
Right clicking on a displayed element in the hierarchy area of the form (on the left side)
displays a pop-up menu with the following options:


Cut – Removes the element from the hierarchy and places it in memory to be
placed in another area via the paste command.

Copy - Copies the element from the Hierarchy and places it in memory to be
placed in another area via the paste command.

Rename - this option enables the Name of the LNFOLD or LINKWL to be
modified.
Delete – this option deletes the selected LNFOLD, LNCLAS or LINKWL and displays a confirmation
message.
Clicking the Yes button deletes the selected element.

New folder – this option creates a new LNFOLD element below the selected element.

New class - this option creates a new LNCLAS element below the selected element.

Collapse all – this option collapses the hierarchy tree.
Right clicking on blank area of the hierarchy area displays a pop-up menu with the
following options:

New world – this option creates a new LINKWL element.

Collapse all - this option collapses the hierarchy tree.
If a document to which links have been added is deleted or its location
moved, selecting the Open option or double clicking on the link displays an
error message.
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6.5
Adding Document Links – A Worked Example
Navigate to the LINKWL named Document_Links in the Model Explorer. Select ADMIN > Configure >
Links to display the Linked Documents form.
Select the Folders/Classes tab and right click on the
Document_Links entry in the hierarchy area of the form to display
the pop-up menu.
Select the New folder option from the pop-up menu and enter the
name Equipment-Drawings when the New Link Folder is created.
Make the Equipment /C1101 the CE and right click in Documents linked to area and select Add link to
display the Add link to /C1101 form.
Click the Existing file button in the Choose link category
area of the form to display file options in the Link options
area of the form.
Enter Equipment-Location-Area01 in the Name textbox
and Equipment Location Drawing Area 01 in the
Description textbox.
Click the Choose file… button to display the Choose file
to link to browser. Browse to the folder as directed by the
Trainer, typically:
C:\AVEVA\Plant\PlantTraining2.1\Training\userdata\Equip
ment Drawings
Select the file EQUIPMENT LOCATION.jpg.
Click the Open button on the browser to dismiss the
browser and populate the Path to file textbox.
Click the OK button on the Add link to /EquipmentDrawings form to display the Select destination
container form.
Expand the Document_Links entry and select the
Equipment-Drawings entry.
Click the OK button on the Select destination container
form to create the LNDESC element.
Note that the LNDESC element has been created below
the LNFOLD element in the Model Explorer.
Navigate to the EQUI element D1201 in the ZONE /ZONE-EQUIPMENT-AREA01 to make it the CE. Select
ADMIN > Configure > Links then right click in the Documents linked area and select Add link to display
the Add link to /D1201 form.
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The Existing link icon is highlighted as the
default and the Document_Links LINKWL is
displayed in the Link options area of the form.
Expand the Document_Links entry and the
Equipment-Drawings entry to display the
linked document.
Select the linked document and click the OK
button to add the link to the equipment.
Note that D1201 has been added to the
LNDESC element in Model Explorer.
Repeat the process to link the equipment
E1301 in ZONE-EQUIPMENT-AREA01 to the
Equipment Location drawing.
Make :HEATEX E1302A the CE and select ADMIN > Configure > Links to display the Linked Documents
form. Check the Track CE checkbox.
Right click in the empty list to display the single entry pop-up menu and select the Add link option to display
the Add link to /E1302A form. The existing link icon is highlighted as the default.
Expand the Document_Links entry and the Equipment-Drawings entry to display the linked document.
Select the linked document and click the OK button to add the link to the equipment.
Make :HEATEX E1302B the CE. Right click in the empty list to display the single entry pop-up menu and
select the Add link option to display the Add link to /E1302B form. The existing link icon is highlighted as
the default.
Expand the Document_Links entry and the Equipment-Drawings entry to display the linked document.
Select the linked document and click the OK button to add the link to the equipment.
Repeat the process to add the four :PUMP elements to the LNFOLD element. All equipment elements in
ZONE-EQUIPMENT-AREA01 are now linked to the Equipment Location drawing.
Do not close the Linked Documents form.
Navigate to EQUI element E1301 so that its linked document is displayed in the Linked Documents form.
Right click in the empty list to display the single entry pop-up menu and select the Add link option to display
the Add link to /E1301 form.
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Click the Existing file button in the Choose link category area
of the form.
Enter E1301-GA in the Name textbox and General Arrangement
of E1301 in the Description textbox.
Click the Choose file… button to display the Choose file to link
to browser.
Browse to the folder as directed by the Trainer, typically:
C:\AVEVA\Plant\PlantTraining2.1\Training\userdata\Equipment
Drawings.
Select the file E1301 GA.jpg.
Click the Open button on the browser to dismiss the browser and
populate the Path to file textbox.
Click the OK button on the Add link to /EquipmentDrawings form to display the Select destination
container form.
Expand the Document_Links entry and select the
Equipment-Drawings entry to highlight it.
Click the OK button on the Select destination container
form to create a new LNDESC element.
The Linked Documents form now displays two linked
documents for E1301A.
Note that a new LNDESC element for E1301-GA has been created below the LNFOLD EquipmentDrawings in Model Explorer.
Right click on one of the entries in the Linked Documents form to display the pop-up menu and select the
Open option. The linked document will open, providing a suitable application is available to the user.
Close the document and double click on the other linked document in the Linked Documents form to open
it. Close the document.
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Exercise 5 Adding Linked Documents
Add links to the following equipment General Arrangement drawings:
Equipment Type
Name
GA Filename
:HEATEX
E1302A
E1302A&B GA.jpg
:HEATEX
E1302B
E1302A&B GA.jpg
:PUMP
P1501A
P1501A&B GA.jpg
:PUMP
P1501B
P1501A&B GA.jpg
:PUMP
P1502A
P1502A&B GA.jpg
:PUMP
P1502B
P1502A&B GA.jpg
Open each of the documents to test the links.
Dismiss the Linked Document forms.
Save Work.
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CHAPTER 7
7
Status Control
From initial planning to completed construction, a typical AVEVA Plant project contains a number of design
disciplines and processes. In order to maximise productivity and minimise costs it is essential to control and
communicate the progress of design activities. The Status Control utility has been developed to assist
designers with this process.
7.1
Overview
The Status Control utility is a highly configurable tool that allows users to control and report on the
progress of model objects. It works by defining a number of Status Values, that describe the current state
of a model object, and applies them to appropriate elements in the constructor modules (i.e. Model, Draw,
Paragon, etc.).
Status Values can perform two functions. They inform the user of an objects current status and they can be
used to influence subsequent design activities.
The terms used to describe Status Values are defined by an Administrator. They may represent project
milestones, WBS elements, percentage completion rates, or they may be simple descriptive terms.
The Administrator will also define the object types that the Status Values can be applied to. The object
type will vary by constructor module e.g. in Draw the object type may be DRWG but in Model the object type
could be PIPE, EQUI, etc.
Data Access Control (DAC) is often applied in conjunction with status control to impose restrictions on
model objects that have reached a particular status. For example, certain activities, such as modifying an
objects position, may be prohibited once a certain status is reached.
Any model object that has one or more status values assigned to it is considered to be a Controlled
Object. It may not be necessary to control all instances of a model object type. As such the Status Control
utility allows the user to select which instances will be controlled.
7.2
The Status Control Data Model
The diagram below illustrates the relationships that are utilised in AVEVA E3D by the Status Control utility:
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Status Values are created and stored in the dictionary database hierarchy. Within the Constructor Modules
a Status Link hierarchy is referenced by model objects. The Status Link also references the Status
Value held in the dictionary database. The status link hierarchy is hidden from designers, but it makes
extensive use of pseudo attributes which can be queried by the user if necessary.
7.3
The Status Controller Form
The Status Controller form is the primary tool used by designers to set, change, and report on the status
of model objects. Selecting MANAGE > Status > Control will open the Status Controller form.

When the form is first displayed the title of the form is displayed as Status Controller. Once status
layouts have been created the title of the form will update to reflect the status layout being considered.
The status controller form will display status data in columns. The rows are populated with those objects
that are, or could be, controlled by the selected status definitions. The features of the status controller
form will now be considered in further detail.
7.3.1
The Status Controller Form – Option Lists
Two option lists are presented to the user in the Status Controller form; the Status Layout option list and
the Focus Status option list.
The Status Layout options list presents all available
saved status layouts and holds the option that allows the
user to create a new layout.
When the status controller form is first accessed the
options list will be blank and the user will only be able to
select the New Layout option.
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Selecting the New Layout option displays the Select Status
Columns form from which the user can select the definitions
required for the layout by checking the appropriate
checkbox. That definition that will then be displayed in the
Focus Status options list
The user can also choose which of the default columns
they wish to display by checking the appropriate checkboxes
beneath the status definition selected.
Clicking the OK button will confirm the action and close the
form. It also opens the Set Layout Scope elements form.
The Set Layout Scope elements form allows the user to define sections of the model that the status layout
will apply to. Clicking the Add button will opens the Reference Browser form. Using the Explorer tab,
users can select from the hierarchy explorers areas of the model in which the status layout will be applied.
Alternatively, model areas and elements can be searched for using the Search tab. Clicking the OK button
will populate the Set Layout Scope Elements form with the selected element.
The scope can be set by highlighting the required element in the Set Layout Scope Elements form then
clicking the OK button.
The Status Controller form grid will then be updated to show the selected columns and the elements which
can be controlled by the selected definition within the selected scope.
The Focus Status options list will be populated with the names of each Status Definition that has been
selected in the layout setup. The Focus Status selected determines the status values that are available for
selection.
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The status layout can the be saved by selecting the Save Status Layout button.
This opens the Save Layout As form. This shows the current
saved layouts which the user can select to overwrite, or allows
the entry of a new name in the bottom text box.
Clicking the OK button closes the form and saves the Status
Layout.
The title of the Status Controller form changes to that of the
current Status Layout.
7.3.2
The Status Controller Form – Toolbar
The Status Controller form contains several toolbars which allow the user to carry out a number of tasks
relevant to setting and changing status values, reporting, and saving layouts.
By default all toolbars are displayed on the Status Controller form. The
Status Commands toolbar consists of the following buttons:
Promote
Promotes a controlled model object to a new status value.
Demote
Demotes a controlled model object to a new status value.
Edit Status
Allows the user to set a model objects status, in order to
control it. It also allows the user to select a status value from
the valid transition values associated with a status value.
Clicking the Edit Status button opens the Status form.
This form shows the element to which the status is applied,
when the status was last updated and who last updated the
status.
The current status is shown in the drop down Status list.
Expanding this list shows the available status values. At first
the elements loaded will read not controlled. Only once the
initial status has been set is the element controlled.
The status values from this point on will be those set by the
project administrator. However, once the element is controlled
the options to Promote and Demote the element to different
status levels become available (assuming the user has access
rights to do so).
Remove Status
Removes the status from a controlled model object i.e. the
model object is no longer controlled by the status definition
selected.
Status History
Allows the user to view the status history of a controlled object
(or a selection of controlled objects). Changes of status and
any associated comments will be displayed.
Produces a graphical representation of the status values
assigned to a group of model objects. Non-controlled model
objects can be included and will appear as a group.
Statistical Reports
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The Element Interaction toolbar allows the user to select elements in the Status Control
Grid from the Model Explorer or graphical view. The toolbar consists of the following
buttons:
Select CE in Grid
When clicked the Current Element in the Model
Explorer will be selected within the Status Control
grid.
Select CE Members in Grid
When clicked the members of the Current Element in
the Model Explorer will be selected within the Status
Control grid.
Select Graphical Selection in Grid
When clicked any element(s) selected in the 3D View
will be selected within the Status Control grid.
The Select CE in Grid button only becomes active when a valid element is selected in the Model Explorer.
The Select CE Members in Grid is always active and the Select Graphical Selection in Grid button
becomes active when any element within the 3D View is selected. If either of these two buttons are pressed
and the selected element has no corresponding items in the Status Control Grid one following error
messages will be displayed.
7.3.3
The Status Controller Form – Context Menus
The Status Controller form contains context menus that allow the user to customise and save the status
layouts and change and report on status values.
Clicking the right mouse button when the pointer is positioned in the blank row below the Column
Headings will display a context menu. This menu allows users to manipulate how the status layout is
displayed.
Status Layout… This option will display the Select Status Columns form.
Users can adjust the default columns displayed in the status layout by
making an appropriate selection in each checkbox. A similar process can be
undertaken for status definitions. Selecting the OK button once the selections
are made will apply the changes and close the form.
Set Layout Scope… This option allows the user to define areas of the model
that the status layout will apply to.
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Column Setup… allows the user to change the column
setup by opening the Column Setup form.
On opening, the Column Setup form will display the
position, expression, heading and Visibility of each
column currently displayed in the status layout.
The order in which existing columns appear in the status
layout grid can be adjusted using this form. Although
multiple rows can be selected, only one column can be repositioned at a time.
Select the row corresponding to the column to be shifted
using the cells located at the left side of the form. The up
and down arrows in the top right corner of the form can
then be used to manipulate the position of the column.
Two link labels in the lower section of the form allow the user to add or remove columns. Selecting the Add
Column link label will create a new row at the bottom of the list. The user must enter a suitable attribute in
the Expression column then enter a name in the Heading column.
If the user wishes to remove a column then the Delete Selected Columns link label should be selected. A
number of columns can be deleted at once. The appropriate row (or rows) must be selected using the cells
located on the left side of the form before the delete link label is selected.
The Add Standard Attributes link label adds columns for all the standard attributes for the controlled model
elements.
Settings options, including the resetting and refreshing of cells, behave in a similar manner to other grid
commands in AVEVA E3D applications. Editing functions with suppression of null values and interactive
feedback is supported.
Other commands available from this context menu allow the user to Save the layout, export the data to
Excel and print.
Clicking the right mouse button when the pointer is positioned in the main grid area
of the status layout form will display another context menu. This menu allows users
to set and change status values, report on status values, and save layouts.
It allows the same functionality as the Status Commands Toolbar. Users can set
and edit the status value of any model object(s) selected in the grid. Both the Status
History and Statistical reporting functions can be accessed.
The menu also has a Navigate To option. Selecting this option will navigate to the selected model object in
the Model Explorer.

This function will only work if a single model object is selected in the layout grid.
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7.3.4
Reporting Features
At any point a statistical report can be generated for the required elements. Selecting the required elements
in the grid and clicking the Statistical Report button on the Status Controller toolbar displays the default
graphical statistical report.
Each status value is reported on with a legend showing the colours used in the report. By moving the mouse
pointer over each category of the chart the segement is highlighted and the status value, number of
objects and percentage of controlled objects is displayed in a separate box.
Right clicking with the pointer in the chart legend displays a context menu. The Chart Type option enables a
variety of 2D and 3D report formats to be selected.
The Chart Legend option has a sub-menu that enables the user to change the
position of the legend around the Statistical Report frame or turn it off completely.
The default position of the chart legend is Right.
Selecting another option places a check mark on the sub-menu to denote the
current selection.
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The right click pop-up menu also allows the chart to be Printed or Saved. Statistical reports are saved as an
XML file. Any reports that are saved can also be Loaded to view again using the Right click pop-up menu.
Right clicking on the statistical graphic provides another pop-up menu.
List Elements - will list all the elements which fall within the statistical group
currently selected.
Add To 3D View - adds the elements within the statistical group to the 3D view.
Edit Status - opens the Status form and allows the user to change the status for
the elements within the selected statistical group.
Status History - opens the Status History form for the elements within the
selected statistical group.
7.3.4.1 Status History
The Status History of model objects may also be checked. Selecting an object from the Status Controller
form grid then right clicking and selecting Status History… from the context menu, or clicking the Status
History button on the Status Commands Toolbar displays the Status History form.
All transition events associated with the object are listed. The comment field will display the last comment
associated with each status.
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7.4
Using the Status Controller Form – A Worked Example
This example utilises the pipes created in AREA01 and a number of Status Definitions and Values stored in
a provided dictionary database.
Exit AVEVA E3D then re-enter AVEVA E3D as a Piping Designer using the details provided by the Trainer,
for example:
Project: Training (TRA)
Username: A.PIPER
Password: A
MDB: A-PIPING
Module: Model.
Select PIPING from the application option list in the quick access toolbar.
7.4.1
Creating and Configuring the Status Layout
Navigate to the MANAGE tab then click the Control button from the Status group to display the Status
Controller form.
Before setting the specifc objects to be contolled (in this case pipes) it is necessary to configure the Status
Controller form. This can be done by creating a new layout based around a Status Definition that has
already been created.
Select New Layout from the Status Layout options
list to display the Select Status Columns form.
All valid Status Definitions will be displayed in the
form. Expand the Status Definition DEFINITION
FOR CRITICAL PIPE WORKFLOW then select the
checkbox adjacent to it. Click the OK button.
The Set Layout Scope
automatically opened.
Elements
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Click the Add button on the right of the form.
The Reference Browser form will be displayed.
Ensure the Model tab is selected at the base of
the form. Expand the hierarchy tree and select
SITE-PIPING-AREA01 then click the OK button.
The scope will be displayed in the Set Layout
Scope Elements form. Click the OK button.
In the Status Controller form click the Save
Status Layout button on the status commands
toolbar to display the Save Layout As form.
Enter Critical Pipes in the textbox at the bottom
of the form and then click the OK button.
The default columns are now displayed in the Status Controller form along with all instances of the
controllable model object type (in this case PIPE) present in scope area selected. It is possible to controll a
sub-set of the selected PIPE model objects by filtering the displayed data.
This example will focus on pipes with a specification of A3B. To assist the user in identifying the correct
pipes, a further column will be added to the status controller form.
With the mouse pointer centred on the Name column heading, click the right mouse button to display the
context menu. From the menu, select the Column Setup option.
From the lower section of the Column Setup form select the
Add Column link label. A new row will be added to the form.
Enter PSPEC in the Expression and Heading fields then click
the OK button. The Column Setup form will close and the
Status Controller form updates to show the new PSPEC
column at the far right of the form.
Click on the PSPEC heading and drag it to a position adjacent
to the Owner column. Using the drop down list under the
PSPEC heading select A3B from the filter options.
The Status Controller form should now look similar to this:
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
Model objects that are not already shown in the 3D display can be selected in the Status Controller
form and dragged into the display.
7.4.2
Controlling Model Objects and Status Values
Althought the Status Controller form has been configured and the data displayed has been filtered, no
model objects have a status value assigned to them. By default model objects will not be controlled. The
user must select the specific model objects they wish to control and set a status value for them.
Select all the A3B pipes displayed in the Status Controller form (standard Shift and
Ctrl key selections can be used).
Using the Edit Status button
from the Status toolbar, or the right click context
menu of the main grid, select the Edit Status option. The Status form will be
displayed.
The Status form allows the user to set the status of the model
objects selected and make a comment that will be associated
with the Status Transition.
Selecting either the Apply button or the OK button will action the
status change.
Using this method the user can set the objects status to any of
the valid transiton values.
Select the AWAITING RESOURCES option and add a suitable
comment before selecting the OK button.
The pipes with specification set to A3B are now controlled
objects. Buttons and menu options associated with adjusting the
objects status are now active.
Select pipe 200-B-4 from the status controller form then select the Promote button from the Status
Commands Toolbar.
The Status form is again displayed, however this time the new
Status has been selected automatically as the Promote setting
was defined in Lexicon.
Enter a suitable comment then select the OK button.
The Status Controller grid will update to reflect the new status.
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Continue to Promote /200-B-4 until it reaches status CONFIRM STRESS OK.
The status CONFIRM STRESS OK has two valid transitions.
Select the Demote option from the Status Command toolbar to
display the Status form.
The form is automatically populated with the Demote Status
Value set in Lexicon.
Enter a suitable comment then click the OK button.
It may become neccesary to remove Status Control from certain
model objects. This may be due to an initial selection error, or
perhaps a more appropriate status definition has been created to
suit the project workflow. In either case, the designer can remove
Status Control from model objects at any time.
The required objects must first be selected in the Status Controller form.
Once this is done, the user can select either the Remove Status button from
the Status Command toolbar, or select the Remove Status option from the
context menu.
A confirmation message is displayed for each item
selected in the Status Controller grid.
The user can accept or reject each error message
using the Yes or No buttons. If the user is certain
that all items should be changed they can select the
Yes to All Button.

If Status Control is removed from a model object it will be recorded in the objects status history.
However, there is no comment facility associated with this status change.
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Exercise 6 Status Control
Using the Edit Status option, promote the following pipes to the corresponding status values:
PIPES
STATUS
100-B-1, 100-B-2, 250-B-5, 80-B-7
PROVISIONAL LAYOUT
150-B-6, 100-B-8, 40-B-10
CONFIRM STRESS OK
50-B-9
ISSUED TO DRAFT TEAM
80-B-14
Not Controlled
Prepare a series of statistical reports to show the status of the controlled objects and view the history of
several objects and verify this against the status changes made.
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CHAPTER 8
8
8.1
Representation Rules in Design
Overview
The representation of items in a 3D view can be controlled according to project or user defined rules to
provide easy visualisation by discipline, status or any other available attribute.
For example, in the image below, larger bore pipes are shown in green tube with semi-translucent insulation,
smaller bore pipes are shown in blue centreline and instruments are shown in tan or sandybrown according
to their dry weights.
Representation rules are accessed via the Graphics Settings form. To open the Graphics Settings form
navigate to the VIEW tab then click the Graphics button in the Settings group. On the Representation
tab, clicking the Representation Rules… link label displays the Representation Rules form. From this
form users can create, modify, save and apply representation rules.
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8.2
Creating Design Representation Rules
The Representation Settings area of the form enables the rules to be defined.
An element type must be selected using the Gtype options list, which currently contains the following
element types:
PIPE
NOZZ
STRU
GWALL
BRAN
HVAC
FRMW
CFLOOR
CWBRAN
INST
SBFR
FLOOR
EQUI
VALV
CWALL
DETGRP
SUBE
CWAY
STWALL
The other buttons, checkboxes, options list and textboxes enable the graphic settings to be set in the same
way as used on the Graphics Settings form. Once the appropriate values have been set, clicking the Add
to End of List button appends the rule to the list in the Representation List, where all the rule settings are
displayed.
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8.3
Modifying Design Representation Rules
Rules may be edited by clicking on a rule in the Representation List which copies the settings to the
Representation Settings area.
After making the required modifications, clicking the Replace Selection button will update the rule settings
in the Representation List.
The Move Up
, Move to Top
, Move Down
and Move to Bottom
buttons on the right side of
the Representation List may be used to move the selected rule accordingly in the list. Only one rule may
be moved at once.

The order of the rules is important to give the desired results. Rules for Branch Members, e.g. INST,
must be below rules for PIPE or HVAC. A warning message is displayed when rules are applied where
this is not the case.
A rule may be deleted by selecting it in the Representation List and clicking the Delete
right hand side of the list.
8.4
button on the
Saving, Loading and Applying the Rules
Once representation rules have been
defined they may be saved by selecting
File > Save from the form menu to
display the Representation Rule Sets
browser.
The browser defaults to the project
defaults folder. However, the user may
browse to any folder; enter a suitable
filename and click the Save button on
the browser.
The file is saved as a .pmldat file.
A file may be loaded by selecting File > Load from the Representation Rules form menu to display the
Representation Rules Sets browser. The relevant file can be located and the Open button clicked to load
the file. Once a file has been saved or loaded, its path name and file name are displayed in the Current File
area of the Representation Rules form.
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The last file used in a session is remembered for the next session.
The OK and Apply buttons on the Representation Rules form apply the rules to the current Drawlist. For
each item in the Drawlist, the first rule that satisfies the Gtype and Rule Expression applies its settings to
that item.
As the rules are applied to items already in the Drawlist, if items are added to the Drawlist which the rules
will affect, the rules must be re-applied. The rules can be applied by clicking the Apply button at the base of
the form.
Clicking the Reset Display button on the Representation Rules form returns the 3D view to its default
representation settings.
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8.5
Representation Rules – A Worked Example
This worked example creates some simple representation rules for various discipline and element types.
Clear the Drawlist and add back ZONE ZONE-PIPING-AREA01. Set the view direction to Iso
.
Select VIEW > Settings > Graphics to display the Graphics Settings form. Make the Representation tab
current and click the Representation Rules… link label to display the Representation Rules form.
In the Representation Settings area of the form, leave the Gtype setting to the default of PIPE and enter
BORE GT 100mm in the Rule Expression textbox. Click the Colour button to display the Colour form and
select Green. Dismiss the Colour form.
Make sure the Tube checkbox is checked (the default) and select 50% from the Obstruction options list.
Enter 6 in the Level textbox and 1 in the Arc Tolerance textbox. Click the Add to End of List button to add
the rule to the Representation List.
Click the Apply button on the Representation Rules form and note that some of the pipes are displayed in
green with semi-translucent obstruction volumes around the valves in the 3D view.
Enter BORE GT 50mm in the Rule Expression textbox. Select Blue via the colour button. Uncheck the
Tube checkbox and check the Centreline checkbox. Select Off from the Obstruction options list and leave
the Level and Arc Tolerance settings as previously specified. Click the Add to End of List button to add
the rule to the Representation List.
Enter BORE LE 50mm in the Rule Expression textbox, select Red via the Colour button and leave the
other settings as previously specified. Click the Add to End of List button to add the rule to the
Representation List.
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Select the BORE GT 50mm rule and click the
button to move this rule to the top of the list. Now when
the rules are used all pipes with a bore greater than 50mm will be coloured blue, however if they are then
over 100mm they are coloured green. This is important as the rules are evaluated in order.
Click the Apply button on the Representation Rules form and note the difference in representation of the
pipes according to their bore size in the 3D view.
Select INST from the Gtype options list. Enter BORE OF PIPE LE 50mm in the Rule Expression textbox,
select Magenta via the Colour button, uncheck the Centreline checkbox and check the Tube checkbox.
Select 50% from the Obstruction options list and leave the Level and Arc Tolerance settings as previously
specified. Click the Add to End of List button to add the rule to the Representation List.
With INST selected in the Gtype options list, enter BORE OF PIPE GT 50mm in the Rule Expression
textbox, select Turquoise via the Colour button and leave the other settings as previously specified. Click
the Add to End of List button to add the rule to the Representation List.
Left click on the last rule in the list to highlight it in blue and click the Move to Top button on the right side of
the Representation List to move the INST rule to the top of the list.
Click the Apply button on the Representation Rules form.
An error message is displayed saying that the INST rule
must be below the rules for Gtype PIPE in the list.
Click the OK button on the error message to dismiss it.
Move the INST rule at the top of the list to the bottom of the list using the Move to Bottom button on the
right side of the Representation List.
Add ZONE ZONE-EQUIPMENT-AREA01 to the Drawlist and Zoom to Extents using the PowerWheelTM.
On the Representation Rules form select EQUI form the Gtype options list and enter ACTTYPE EQ
‘:PUMP’ in the Rule Expression textbox.
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Select Brown via the colour button and select Off from the Obstruction options list. Leave the other
settings as previously specified. Click the Add to End of List button to add the rule to the Representation
List.
Leave the Gtype options list as EQUI, clear the Rule Expression textbox so there is no expression. Select
Orange via the colour form and leave the settings as previously specified. Click the Add to End of List
button to add the rule to the Representation List.
Add ZONE ZONE-STRUCTURAL-AREA01 to the Drawlist and Zoom to Extents using the PowerWheelTM.
Select STRU from the Gtype options list and enter NAME EQ ‘/EQUIP_SUPPORT’ in the Rule Expression
textbox. Select Violet via the Colour button and select Off from the Obstruction options list and leave the
other settings as previously specified. Click the Add to End of List button to add the rule to the
Representation List.
Modify the Rule Expression to NAME EQ ‘/PIPERACK’, select Indigo via the Colour form and click the
Add to End of List button to add the rule to the Representation List.
Click the Apply button on the Representation Rules form to apply the rules to the Drawlist. Select
File > Save from the Representation Rules form menu to display the Representation Rule Sets browser.
Enter Training Rep Rules in the File name textbox. Save the file in the default location by clicking the Save
button on the browser. The file path and file name are now displayed in the Current File area of the form.
Click the Reset Display button on the Representation Rules form and note that the display resets to the
default display colours, i.e. those set by the Auto Colour Rules. Click the OK button on the Representation
Rules form to dismiss it. Note that the rules from the current file have been re-applied.
Remove the ZONE ZONE-PIPING-AREA01 from the Drawlist and add it immediately back in. Note that the
piping has returned to its default representation. Save Work.
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CHAPTER 9
9
9.1
Standard Model Library
Overview
The Standard Model Library provides a library of pre-defined hierarchies containing modelled, single or
multi-discipline elements that can be used in the model as many times as required throughout the project.
Standard Model Library captures model elements and stores them within an Application Data World
(APPLDW) referred to as a Library.
This in turn owns Application Data Area (APPDAR) elements referred to as a Library Area.
The Purpose attribute (PURP) of each of these elements is set to STDM to distinguish them from other
Application Data Worlds used with other utilities and allows them to store Application Data elements
(APPLDA) referred to as Library Items.
Underneath the Library Item sits a Zone which holds the captured model elements.
Library Models may contain elements from several design disciplines. In some cases the designer using the
Model Library may not have right access to all of the model elements. For example an equipment designer
may not be able to modify structural sections. In this instance the equipment designer can utilise the
standard library to create and initially position a library item within the model, but would then be unable to
modify the position of the structural segments thereafter.
It should be noted that model items created from a Library Item are model elements and do not contain any
reference to the Library Item from which they were created. If the Library Item is modified this change would
not be reflected in the model elements created.


Library Items are usually added by an Administrator once the status of the Library Item is verified for
release. As such the creation of the Library, Library Area and Library Items is not covered in this
training guide.
For information on the creation of Standard Model Library items please refer to the TM-1867 AVEVA
Everything3D™ Project Model General Administration training guide.
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9.2
Creating from the Standard Model Library
Items stored in the Standard Model Library can be placed an unlimited number of times within the model.
To create an instance of the Library Item navigate to the GENERAL tab then click the Standard Model
button from the Create Group. The Create Standard Model Library Item form is displayed.
To create a Library Item the user must set a storage zone,
under which the design elements will be created.
If a zone was the CE when the form was launched it will
appear in the text box at the top of the form. If a zone was not
selected the text box turns red and asks the user to navigate
to a zone.
A zone can be selected, or re-selected by selecting a zone
from the Model Explorer and pressing the Zone button. The
selected zone will then appear in the adjacent textbox.
The Selection frame allows the selection of the library and
library areas to be used. These are chosen from the two drop
down lists which display the available selections.
The Toggle Name/Description checkbox toggles between
displaying the name and the description of Library Items.
Once a Library Area is selected the Library Items stored within
that area become available within the Standard Model
Library Items list. Selecting an item from this list makes it the
current Model Item and it is displayed in the forms 3D view.
The New Instance frame shows several attributes which can
be set when the new item is placed into the design.
Name – Allows the user to select a name for the Library Item.
The user can select the Use Autoname checkbox to utilise
autonaming rules, if suitable rules are available.
Orientate Y is, and Z is - allow the orientation, with respect to
the world co-ordinates to be defined, prior to creation. The
default values are the same as for the Orientation commands
within AVEVA E3D, Y is N and Z is U.
Although the default values are wrt the world, another element,
e.g. the owning site could be used by entering WRT then the
element name into the text box.
An occurance of the Library Item can be created and positioned within the design by selecting the Create
and Position link label. The prompt bar on the form and the main 3D view changes to ‘Pick New Item
position’ and the Positioning Control Form is activated.
Any item can be selected from the main 3D view to act as the origin of the new item. The Model Item data is
then created and positioned at the selected position. Once positioned the item creates the required model
elements, which behave as any model element of the same type does.
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9.3
Using Standard Model Library Elements - A Worked Example
Add /ZONE-ELECTRICAL-AREA03, /ZONE-STRUCTURAL-AREA03 and /ZONE-CIVIL-AREA03 to the
main 3D View.
Navigate to the GENERAL tab then click the Standard Model button from the Create Group. The Create
Standard Model Library Item form is displayed.
In the Model Explorer select /ZONE_ELECTRICAL_AREA03. Click the Zone button in the Storage Zone
area of the Create Standard Model Library Item form. By default, the Library and Library Area option lists
should be populated with sample data.
From the Standard Model Library Items Library list select
the Standard Model Library Light. The 3D view on the
form should then update with the model item.
The Standard Library Item has its origin positioned in the
centre between the two hangers allowing simple
positioning. Lights are going to be added to the lower
beams between columns D10 and D11, G10 and G11, J10
and J11.
The first Light will be positioned between D10 and D11. In
the Name text box enter LT-103-B2. In the Orientate Y
text box enter E WRT /*.
Now click the Create and Position link label. The Position Control Form is activated allowing the full
range of graphical picking options. In this case the light will be positioned at the mid point of the beam. As
such select Pline and Midpoint from the Positioning Control form.
Now select the top of the BOS pline on the Bottom face of the
beam between columns D10 and D11.
The new light will then be positioned in the centre of the beam.
Repeat this process on the beams between columns G10 and G11,
J10 and J11 naming them LT-103-B3 and LT-107-B4 respectivley.
Note that all of the lights are created in the existing zone because
the Library Item contains a single model element. Next a Library
Item containing multiple model elements from multiple disciplines
will be used.
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From the Standard Model Library Items list select the Library
Item PUMP KIOSK FOR STANDARD MODEL LIBRARY.
Selecting this from the list shows the Library Item in the 3D
View. In this case the Library Item is a captured zone
containing model elements from the Structural, Equipment and
Piping disciplines.
Add the Site SITE_CIVIL_AREA02 to the 3D view. In the
Name text box enter PUMP_KIOSK_01. The kiosk will be
positioned with the doors facing East. To allow this the
Orientate Y is set to W WRT /*.
Select the Create and Position link label to create and
position the Library Item.
On the Positioning Control form select the Explicit Position
option and set the co-ordinates as:
E -319200
N 332500
U 100000.
The new pump kiosk is created in the model. Due to the multiple discipline elements a new zone has been
created.
It is possible to include model items with multiple model items using a User Defined Element Type (UDET),
which has a base type of Zone, but which can be stored under a Zone.

The creation of User Defined Element Types is not covered in this training guide and is usually
performed by a system administrator. For information on the creation and management of User Defined
Element Types please see the TM–1860 AVEVA Administration Fundamentals training guide.
In this case an UDET named :SKID will be used. The :SKID is a zone element, able to be stored beneath
another zone.

A colon in front of an element type indicates it is an User Defined Element Type.
Add /ZONE-PIPING-AREA03 to the 3D View. Select the Skid
Mounted Pump Arrangement from the Standard Model Library
Items list.
The SKID origin is located in the Centre of Upper Nozzle. This
allows simple positioning of the SKID to the Pipework. Two
skids will be added connecting to pipes 0350-B-23, 03100-B24, 0350-B-24, and 03100-B-25.
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In
the
Model
Explorer
select
/ZONE_EQUIPMENT_AREA03 and click the Zone
button to set the Item storage area.
Enter the name 03SKID1 and ensure the Orientate Y
is set to S WRT /*.
Select the Create and Position Link Label to
activate the Positioning Control form. Select the
Element and Snap options.
Now select the Head Flange on Pipe 0350-B-23.
Repeat the process for Pipe 0350-B-24, naming it
03SKID2.
The skids should now be positioned as follows.
In the Heirarchy note that the element :SKID is positioned underneath the Equipment Zone and that the
element name is :SKID.
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Model Utilities TM-1802
Exercise 7 Using the Standard Model Library
Using the Standard Model library add lights to all of the beams of the PIPERACK in Area 01.
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