Plant Design System (PDS)

Reference Data Manager (PD_Data)

Version 2010 (V11) November 2009 DPDS3-PB-200034G

Copyright
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Contents
Preface PDS ................................................................................................................................................ ix
What's New in Reference Data Manager (PD_Data) ............................................................................. x

Introduction ................................................................................................................................................ 1
Project Organization............................................................................................................................... 1
Reference Data Overview ...................................................................................................................... 2
Piping Job Specification Introduction ............................................................................................. 4
Graphic Commodity Data Introduction ........................................................................................... 4
Material Description Data Introduction ........................................................................................... 4
Standard Note Library Introduction................................................................................................. 5
Label Description Library Introduction ........................................................................................... 5
Piping Assembly Library Introduction ............................................................................................ 6
Reference Database Introduction ........................................................................................................... 6
Delivered Reference Data ...................................................................................................................... 6
Reference Data Setup ............................................................................................................................. 7

PDS Environment ....................................................................................................................................... 9

PD Shell ................................................................................................................................................. 9
PD_Shell Form Conventions ......................................................................................................... 12
Common Tools on the PD_Shell Forms ........................................................................................ 12
Batch Processes ............................................................................................................................. 16
Help ...................................................................................................................................................... 16

Reference Data Manager ......................................................................................................................... 19

Data Security ........................................................................................................................................ 20
Reference Data Archival ...................................................................................................................... 22

Reference Data Location .......................................................................................................................... 23

Default Project Control Data ................................................................................................................ 23
Reference Database Management Data................................................................................................ 24

Piping Job Specification ........................................................................................................................... 29

Material Reference Database Structure ................................................................................................ 29
Neutral File Input ................................................................................................................................. 31
Piping Materials Class Data (201) ................................................................................................. 34
Piping Commodity Specification Data (202) ................................................................................ 38
Piping Specialty Specification Data (203) ..................................................................................... 45
Instrument Component Specification Data (204) .......................................................................... 48
Tap Properties Data (205).............................................................................................................. 51
Piping Commodity Size-Dependent Material Data (211).............................................................. 54
Piping Commodity Implied Material Data (212) ........................................................................... 56

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Component Insulation Exclusion Data (231) ................................................................................ 59

Flange Insulation Exclusion Data (232) ........................................................................................ 61
Piping Construction Tolerance Exclusion Data (233) ................................................................... 63
Spec Writer .......................................................................................................................................... 65
Features.......................................................................................................................................... 66
RDB Options File .......................................................................................................................... 66
Piping Materials Class Data Command ......................................................................................... 75
Piping Commodity Data Command............................................................................................... 79
Piping Specialty Data Command ................................................................................................... 89
Instrument Data Command ............................................................................................................ 92
Tap Properties Data Command ...................................................................................................... 95
Commodity Implied Data Command............................................................................................. 98
Table Checker .............................................................................................................................. 101
Piping Job Specification Manager...................................................................................................... 101
Load, Replace, or Replace Commodity Subset Options .............................................................. 104
Delete Option ............................................................................................................................... 106
Report Option .............................................................................................................................. 107
Piping Job Spec Report Manager ....................................................................................................... 109
Using the Report Commands ....................................................................................................... 110
Report Format Form .................................................................................................................... 111
Report Discrimination Data Form ............................................................................................... 114
Report Form................................................................................................................................. 120
Report Management Defaults Form ............................................................................................ 128

Piping Job Specification Tables ............................................................................................................. 131

PJS Tables and Functions................................................................................................................... 131
Temperature and Pressure Service Limits Table ......................................................................... 132
Nominal Piping Diameters Table ................................................................................................ 134
Thickness Data Tables ................................................................................................................. 136
Materials Data Table ................................................................................................................... 139
Wall Thickness and Branch Reinforcement Equations ............................................................... 141
Branch Insertion Tables ............................................................................................................... 145
Gasket Separation Table .............................................................................................................. 150
Fluid Code Table ......................................................................................................................... 152
RDB Tables ........................................................................................................................................ 153
Commodity Item Name Table (G02) ........................................................................................... 154
Bend Deflection Table (G04) ...................................................................................................... 156
Segment Pipe Run Length Threshold Table (G06) ..................................................................... 157
Pipe Length Threshold Table (G07) ............................................................................................ 158
Preferred Bolt Length Table (G11).............................................................................................. 159
Weld Type Table ......................................................................................................................... 163
Bolt Commodity Code Table ....................................................................................................... 166
Weld Clearance Table ................................................................................................................. 167
Weld Graphics Dimensions Table ............................................................................................... 168
Gasket Diameter Table ................................................................................................................ 169
Field Fit Length Table ................................................................................................................. 169
Component Mirror Table ............................................................................................................. 170
Operator Mirror Table ................................................................................................................. 170

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Default End Preparation Table .................................................................................................... 171

MTO Tables and Functions ......................................................................................................... 172
Piping Job Specification Tables Command ....................................................................................... 172
Create Library .............................................................................................................................. 174
Compress Library ........................................................................................................................ 174
Unapproved ==> Approved ......................................................................................................... 174
Create/Interactive Spec Tables .................................................................................................... 174
Create/Batch Spec Tables ............................................................................................................ 175
Revise Spec Tables ...................................................................................................................... 176
Delete Spec Tables ...................................................................................................................... 177
Report on Spec Tables ................................................................................................................. 178
List Spec Tables........................................................................................................................... 180
Extract Spec Tables ..................................................................................................................... 180

Graphic Commodity Data ...................................................................................................................... 183

Graphic Commodity Library .............................................................................................................. 184
Symbol Processors ....................................................................................................................... 186
Sub-Symbol Processor ................................................................................................................. 187
Physical Data Definitions ............................................................................................................ 188
Parametric Shape Definitions ...................................................................................................... 192
Physical Data Tables .......................................................................................................................... 194
Data Retrieval from the Physical Data Library ........................................................................... 195
Example of Physical Data Look-Up ............................................................................................ 196
Notes for Graphic Commodity Data .................................................................................................. 197
Connect Point Data ...................................................................................................................... 197
Bends and Branches..................................................................................................................... 198
Bolts, Gaskets, and Flanges ......................................................................................................... 199
Pipe, Tubing, and Hose................................................................................................................ 199
Graphic Commodity Library Manager ............................................................................................... 200
Create Library .............................................................................................................................. 201
Compress ..................................................................................................................................... 201
Unapproved ==> Approved ......................................................................................................... 201
Create/Interactive Graphic Commodity Data .............................................................................. 201
Create/Batch Graphic Commodity Data ...................................................................................... 202
Revise Graphic Commodity Data ................................................................................................ 203
Delete Graphic Commodity Data ................................................................................................ 204
Report Graphic Commodity Data ................................................................................................ 205
List Graphic Commodity Data..................................................................................................... 206
Extract Graphic Commodity Data ............................................................................................... 207
Graphic Commodity Modules List .............................................................................................. 208
Physical Data Library Manager.......................................................................................................... 209
Create Library .............................................................................................................................. 211
Compress ..................................................................................................................................... 211
Unapproved to Approved ............................................................................................................ 211
Create/Interactive Physical Commodity Data ............................................................................. 211
Create/Batch Physical Commodity Data ..................................................................................... 212
Revise Physical Commodity Data ............................................................................................... 213
Delete Physical Commodity Data ................................................................................................ 214

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Report Physical Commodity Data ............................................................................................... 215

List Physical Commodity Data .................................................................................................... 217
Extract Physical Commodity Data............................................................................................... 217

Table Formats and Naming Conventions ............................................................................................. 219

Table Conventions ............................................................................................................................. 219
Abbreviations............................................................................................................................... 228
Table Requirements ........................................................................................................................... 229
Tables Required for Piping Components ..................................................................................... 229
Tables Required for Instrument Components .............................................................................. 232
Generic Tables ................................................................................................................................... 233
Variables for Generic Tables ....................................................................................................... 234
Generic Table for Bolted Ends (G10) .......................................................................................... 237
Generic Table for Studs used in Bolted Connections (G12) ....................................................... 239
Generic Table for Studs in Bolted Connections w/ Term Type (G12T)...................................... 241
Generic Table for Male Ends (G20) ............................................................................................ 243
Generic Table for Female Ends (G30)......................................................................................... 244
Generic Table for Weight and Thickness Data, Male Ends (G50) .............................................. 245
Piping Component Tables .................................................................................................................. 247
Variables for Specific Tables....................................................................................................... 249
Piping Component Table for GCP Data (P11A, P15A) .............................................................. 253
Piping Component Table GCP Overflow Data (P11B, P15B) .................................................... 254
Piping Component Table Green and Red CP Data (P21A, P25A, P26A, P27A,
P28A, P29A) ................................................................................................................................ 255
Piping Component Table Green and Red CP Overflow Data
(P21B,P25B,P26B,P27B,P28B) .................................................................................................. 257
Piping Component Table for Operators and Actuators (P31A) ................................................... 258
Piping Component Table for Operators and Actuators, Overflow Data (P31B) ......................... 260
Piping Component Table for Empty Weight based on GCP Data (P51,P52,P59) ...................... 261
Piping Component Table For Empty Weight of Valves (P60A) ................................................. 263
Piping Component Table For Empty Weight of Valves, Overflow Data (P60B) ....................... 264
Piping Component Table for Empty Weight based on GCP and RCP Data
(P61,P62,P63,P64,P65) ............................................................................................................... 265
Piping Component Tables for Specialty Components ................................................................. 267
Instrument Component Tables ........................................................................................................... 267
Instrument Body (I80 and P80) ................................................................................................... 267
Instrument Operator (I81 and P81) .............................................................................................. 269

Material Description Data ..................................................................................................................... 273

Material Data in the Material Reference Database ............................................................................ 277
Short Material Description Library .................................................................................................... 277
Long Material Description Library .................................................................................................... 283
Specialty Material Description Library .............................................................................................. 286
Material Description Library Manager .............................................................................................. 287
Create Library .............................................................................................................................. 289
Unapproved ==> Approved ......................................................................................................... 289
Load/Revise Interactive ............................................................................................................... 289

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Load/Revise Batch ....................................................................................................................... 290

Replace Interactive ...................................................................................................................... 291
Replace Batch .............................................................................................................................. 291
Report Option .............................................................................................................................. 292

Table Checker ......................................................................................................................................... 295

Table Checker Form ........................................................................................................................... 298
Using the Report Commands ....................................................................................................... 299
Report Format Form .................................................................................................................... 300
Discrimination Data Form ........................................................................................................... 303
Report Form................................................................................................................................. 308
Report Management Defaults Form ............................................................................................ 316
Sample Table Checker Output ........................................................................................................... 317

Pipe Support Tutorial Definition Manager .......................................................................................... 327

Support Tutorial Definition Manager ................................................................................................. 327
Create Library .............................................................................................................................. 328
Compress ..................................................................................................................................... 328
Unapproved ==> Approved ......................................................................................................... 329
Create Data .................................................................................................................................. 329
Revise Data .................................................................................................................................. 329
Delete Data .................................................................................................................................. 331
Report Data .................................................................................................................................. 332
List Data ...................................................................................................................................... 333
Extract Data ................................................................................................................................. 333
Library List .................................................................................................................................. 334

Standard Note Library ........................................................................................................................... 335

Standard Note Library Manager ......................................................................................................... 338
Create Library .................................................................................................................................... 340
Compress ............................................................................................................................................ 340
Unapproved ==> Approved ............................................................................................................... 340
Create Standard Note Type ................................................................................................................ 340
Revise Standard Note Type ................................................................................................................ 341
Report Standard Note Library Contents ............................................................................................. 342
List Standard Note Data ..................................................................................................................... 343
Delete Standard Note Data ................................................................................................................. 343
Extract Standard Note Type ............................................................................................................... 344
Load Database .................................................................................................................................... 345
Standard Note Types List ................................................................................................................... 346

Label Description Library ..................................................................................................................... 347

Label Types ........................................................................................................................................ 348
Displayable Attribute Labels ....................................................................................................... 348
Alphanumeric Labels ................................................................................................................... 348
Displayable Attribute Message .................................................................................................... 348
Commodity Code Attribute Message .......................................................................................... 349

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Isometric Drawing Labels ........................................................................................................... 349

Report Labels ............................................................................................................................... 349
Clash Management Labels ........................................................................................................... 349
Label Description Library Manager ................................................................................................... 351
Create Library .............................................................................................................................. 352
Compress Library ........................................................................................................................ 352
Unapproved ==> Approved ......................................................................................................... 352
Create Label Data ........................................................................................................................ 352
Revise Label Data ........................................................................................................................ 363
Delete Label Data ........................................................................................................................ 365
Report Label Data ........................................................................................................................ 366
Label Library Merger ......................................................................................................................... 371
Label Library Merger Interface ................................................................................................... 371
Label Library Merge Workflow .................................................................................................. 374

Piping Assembly Library ....................................................................................................................... 379

Piping Assembly Language................................................................................................................ 379
Placing Taps in Assemblies ......................................................................................................... 390
Sample Piping Assembly Files .................................................................................................... 391
Piping Assembly Library Manager .................................................................................................... 393
Create Library .............................................................................................................................. 395
Compress ..................................................................................................................................... 395
Unapproved ==> Approved ......................................................................................................... 395
Create/Interactive Piping Assembly Data .................................................................................... 395
Create/Batch Assembly Data ....................................................................................................... 396
Revise Piping Assembly Data ..................................................................................................... 397
Delete Piping Assembly Data ...................................................................................................... 398
Report Assembly Data ................................................................................................................. 399
List Assembly Data ..................................................................................................................... 400
Extract Assembly Data ................................................................................................................ 401

Reference Database Revision Manager ................................................................................................ 405

Reference Data Conflict Report ......................................................................................................... 407
Table Change Report.......................................................................................................................... 412
Reference Data Impact Report ........................................................................................................... 417
Proposed RDB Changes Report ......................................................................................................... 420

Verify RDB Library ............................................................................................................................... 425

Appendix: Reference Data Manager Error Messages ......................................................................... 429

Appendix: Codelists ................................................................................................................................ 431

CL31, Object Types for Orthographic Drawings (40) ....................................................................... 434
CL35, Approval Status (10) ............................................................................................................... 435
CL36, Structural Approval Status (15) .............................................................................................. 435
CL37, HVAC Approval Status (10) ................................................................................................... 436
CL50, Hold Status (10) ...................................................................................................................... 436

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CL69, Equipment Divisions/Form Code (99) .................................................................................... 436

CL125, Fluid Code/Connector Type (999) ........................................................................................ 437
CL130, Construction Status (15) ........................................................................................................ 441
CL145, Materials Grade (4500) ......................................................................................................... 441
CL148, Piping Materials Class Description (31999) ......................................................................... 470
CL160, Responsibility (25) ................................................................................................................ 479
CL180, Fabrication Category (99) ..................................................................................................... 479
CL190, Coating Requirements (99) ................................................................................................... 480
CL200, Heat Tracing Requirements (10) ........................................................................................... 480
CL210, Heat Tracing Media (60) ....................................................................................................... 481
CL220, Insulation Purpose (40) ......................................................................................................... 481
CL230, Cleaning Requirements (99) ................................................................................................. 482
CL330, CP Type/Termination/Preparation (999)............................................................................... 482
CL332, Schedule / Thickness Override.............................................................................................. 486
CL340, Safety Classification (99) ...................................................................................................... 487
CL360, Stress Analysis Requirements (15) ....................................................................................... 488
CL365, Reporting Requirements (25) ................................................................................................ 488
CL366, Requirement to Reconstruct (10) .......................................................................................... 488
CL380, Piping Component Type (2500) ............................................................................................ 488
CL390, Action (40) ............................................................................................................................ 496
CL400, Option (999) .......................................................................................................................... 496
CL420, Piping Component Type/Source (25).................................................................................... 503
CL425, Piping/Tubing Type (25) ....................................................................................................... 504
CL430, Instrument Component Type/Source (25) ............................................................................. 504
CL499, Piping Notes (999) ................................................................................................................ 504
CL530, Accessory/Item Type (125) ................................................................................................... 506
CL550, Operator Actuator Type (200) ............................................................................................... 507
CL570, Design Standard (200) .......................................................................................................... 508
CL572, Wall Thickness Equation ...................................................................................................... 508
CL575, Geometry Standard (31999) .................................................................................................. 509
CL576, Table Suffix/End Standard - Green (999) ............................................................................. 523
CL577, Table Suffix/End Standard - Red (999) ................................................................................ 528
CL578, Weight Code (399) ................................................................................................................ 532
CL990, Types of Piping Commodity Data Forms ............................................................................. 534
CL999, Standard Note Title (2000).................................................................................................... 535
CL1010, Area Units (25).................................................................................................................... 536
CL1028, Mass Units (40) ................................................................................................................... 537
CL1056, Temperature Units (15) ....................................................................................................... 537
CL1064, Pressure Units (40) .............................................................................................................. 538
CL1074, Density Units (35) ............................................................................................................... 539
CL1100, Weld Type (100) ................................................................................................................. 539
CL1162, Force Units (40) .................................................................................................................. 540
CL1201, Drawing Scale (540) ........................................................................................................... 540
CL1202, Drawing Size (199) ............................................................................................................. 540
CL1203, Interference Manager Approval Status (99) ........................................................................ 541
CL1204, Interference Clash Type (10) .............................................................................................. 541
CL1205, Interference Manager Action (10) ....................................................................................... 543
CL1207, Interference Manager Approval Method(10) ...................................................................... 543

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CL1208, Clash Checking Option ....................................................................................................... 544

CL1209, Clash Checking Volume Filter Option ................................................................................ 544
CL1310, Report Source (99) .............................................................................................................. 544
CL1312, Report Type (999) ............................................................................................................... 544
CL1410, Design Review Type (10) ................................................................................................... 545
CL1605, Model Status ....................................................................................................................... 545
CL1610, Force Units for FrameWorks Plus (40) ............................................................................... 545
CL1620, Drawing View Directions (7) .............................................................................................. 545
CL1630, Drawing View Composition Status (4) ............................................................................... 545
CL1710, Document Source (99) ........................................................................................................ 546
CL1720, Document Type (999) ......................................................................................................... 547
CL1900, Isometric Drawing Type ..................................................................................................... 549
CL2000, PD_Draw Document Type (999) ........................................................................................ 549

Index ........................................................................................................................................................ 553

viii Plant Design System (PDS) Reference Data Manager (PD_Data)

Preface PDS
This document provides command reference information and procedural instructions for the
Plant Design System (PDS) Reference Data Manager (PD_Data) task.

List of PDS Documentation

DPDS3-PB-200003 - DesignReview Integrator (PD_Review) Reference Guide
DPDS3-PB-200004 - Drawing Manager (PD_Draw) User's Guide
DPDS3-PB-200005 - EE Raceway Modeling Reference Guide
DPDS3-PB-200006 - Interference Checker/Manager (PD_Clash) User's Guide
DPDS3-PB-200010 - PDS 3D Theory User's Guide
DPDS3-PB-200013 - PDS EDEN Interface Reference Guide Volume I : Piping
DPDS3-PB-200015 - PDS Equipment Modeling (PD_EQP) User's Guide
DPDS3-PB-200017 - PDS ISOGEN Reference Guide, Vol. 1
DPDS3-PB-200022 - PDS Piping Component Data Reference Guide
DPDS3-PB-200023 - PDS Project Setup Technical Reference
DPDS3-PB-200025 - PDS Stress Analysis Interface (PD_Stress) User's Guide
DPDS3-PB-200026 - Pipe Supports Modeler Reference Guide
DPDS3-PB-200028 - Piping Design Graphics (PD_Design) Reference Guide
DPDS3-PB-200030 - Project Administrator (PD_Project) Reference Guide
DPDS3-PB-200033 - Project Engineer HVAC (PE-HVAC) Reference Guide
DPDS3-PB-200034 - Reference Data Manager (PD_Data) Reference Guide
DPDS3-PB-200035 - Report Manager (PD_Report) User's Guide
DPDS3-PB-200041 - PDS EDEN Interface Reference Guide Volume 2 : Equipment
DPDS3-PB-200042 - PDS EDEN Interface Reference Guide Volume 3 : Pipe Supports
DPDS3-PE-200016 - PDS Express Project Creation Quick Start Guide
DPDS3-PE-200052 - PDS Ortho Draw User's Guide
DPDS3-PE-200029 - Piping Model Builder (PD_Model) Reference Guide
DPDS3-PE-200031 - Project Engineer HVAC Getting Started Guide
DPDS3-PE-200032 - Project Engineer HVAC Overview
DPDS3-PE-200045 - PDS Label Library Merger Utility
DPDS3-PE-200047 - PDS Reference Data Auditing Tool
DPDS3-PE-200048 - Pipe Supports Explorer Utility
DPDS3-PE-200050 - Batch Services Quick Start Guide
DPDS3-PE-200051 - Batch Services User's Guide

Plant Design System (PDS) Reference Data Manager (PD_Data) ix

 Preface PDS

What's New in Reference Data Manager (PD_Data)

The following changes have been made to Reference Data Manager (PD_Data):
Version 2010
You can now schedule the Reference Data Conflict Report to run at regular intervals using
Batch Services. For more information, see Reference Database Revision Manager (on page
405). (P3 PB:73730)
Additional information added to Branch Table topic Create/Revise Piping Materials Class
Data. (see "Create/Revise Piping Materials Class Data" on page 75) (P3 PB:96483)
An additional piping wall thickness calculation (EL06) has been added. See Wall Thickness
and Branch Reinforcement Equations (on page 141) for more information.

x Plant Design System (PDS) Reference Data Manager (PD_Data)

SECTION 1

Introduction
Welcome to the Reference Data Manager (PD_Data) module of the Plant Design System of
software. Intergraph's plant design software can be used to design any type of plant from
petrochemical plants, offshore platforms, chemical and pharmaceutical plants, consumer
products (food, beverages, cosmetics, soap, paper, and so forth), to power plants, waste water
treatment plants, and cogeneration facilities.
Specifically, the Plant Design System (PDS) integrates many discipline-specific software
modules; these modules automate the many phases of a plant design project. Reference Data
Manager (PD_Data) is one of these modules.
In PDS, placement of piping components is driven by the specification. The PDS reference data
provides the selection criteria for the piping commodity items that are found in the piping job
specification and the piping commodity libraries that are delivered with the product. This data is
contained in the reference database (RDB) and can be used by other projects.
The Reference Data Manager (PD_Data) is specifically designed to define and modify the
reference data for the PDS 3D modules. This reference data ensures consistency in the
definition of piping specifications and commodity libraries. It is used to control and standardize
the PDS 3D modules to reflect company practices and standards.

Project Organization
Since a process plant such as a refinery can be extremely large, PDS uses the following
organization to break the plant into smaller pieces that can be handled more easily.
A project is a convenient grouping of either all or part of the items that constitute a plant. The
project is the fundamental structure for working in PDS. Each project contains all the
information required to work in a PDS task.
The Project Administrator controls the creation and modification of Piping projects. Each
Piping project consists of a project control database, project design database, piping and
equipment models, reference models (structural, HVAC, and electrical raceway), a set of
drawings, and a collection of reference data. The reference data may be specific to one project or
shared by more than one project.
A project and all of its accompanying files must be defined with the Project Administrator
before you can use any of the other 3D PDS modules. Refer to the Project Administrator
Reference Guide for more information on setting up a project.

Plant Design System (PDS) Reference Data Manager (PD_Data) 1

 Introduction

Reference Data Overview

The Reference Data Manager (PD_Data) enables you to define and modify the reference data
for the PDS 3D modules. This reference data is used to ensure consistency in the definition of
piping specifications and commodity libraries. It enables you to control and standardize the PDS
3D tasks. You can also modify the reference data to reflect company practices and standards.
The Reference Data for PDS 3D is composed of the following basic components:

Spec/Material Database
Piping Materials Class Data (201) (on page 34)
Piping Commodity Specification Data (202) (on page 38)
Piping Specialty Specification Data (203) (on page 45)
Instrument Component Specification Data (204) (on page 48)
Tap Properties Data (205) (on page 51)
Piping Commodity Size-Dependent Material Data (211) (on page 54)
Piping Commodity Implied Material Data (212) (on page 56)
Component Insulation Exclusion Data (231) (on page 59)
Flange Insulation Exclusion Data (232) (on page 61)

Practice Specific Reference Data

Physical Data Tables (on page 194)
Piping Job Specification Tables (on page 131)
Short Material Description Library (on page 277)
Long Material Description Library (on page 283)
Specialty Material Description Library (on page 286)

Practice Independent Reference Data

Graphic Commodity Data (on page 183)
Standard Note Library (on page 335)
Label Description Library (on page 347)
Piping Assembly Library (on page 379)
The Reference Data Manager supports both approved and unapproved reference data for a
project. The Project Control Database contains complete file management data for both an
approved and unapproved version of each type of reference data such as the Piping Job
Specification or the Graphic Commodity Library. This allows revisions to take place in
unapproved files while other processes read the approved files. Once the information in the
unapproved files has been verified, it can be posted to the approved reference data files.

2 Plant Design System (PDS) Reference Data Manager (PD_Data)

 Introduction

The following figure illustrates the various pieces of reference data required to place a 6" gate
valve in a piping model and report on the placed component. It depicts how the various parts that
make up PDS work together. Whenever possible, this placement example will be used
throughout the rest of this document. For example, the discussion of the physical dimension
tables will use the tables called to place the gate valve as examples.

See Also
Project Organization (on page 1)
Reference Database Introduction (on page 6)
Delivered Reference Data (on page 6)
Reference Data Setup (on page 7)

Plant Design System (PDS) Reference Data Manager (PD_Data) 3

 Introduction

Piping Job Specification Introduction

The Piping Job Specification (PJS) provides selection criteria for piping commodity items,
piping specialty items, and instruments. The information for the Piping Job Specification is
contained in the following files:
Specification/Material Reference Database - database containing the definitions for piping
materials classes, commodity items, specialty items, and tap properties tables.
Spec Table Library - library containing the specification tables referenced in the PJS.
The information in the Specification/Material Reference database and Spec Table Library tables
is also delivered in the form of neutral files which you can extract and modify.
The Piping Job Specification Manager enables you to create or revise the specification data in
the Material Reference Database. You can use the interactive (forms-driven) specification writer
or define/revise the data using ASCII neutral files.
The Piping Job Spec Tables command enables you to create, revise, and delete tables in the Spec
Table Library.

Graphic Commodity Data Introduction

The graphic commodity data is used to define commodity items, specialty items, and
instruments. The Graphic Commodity Library contains the parametric symbol definitions
required to place piping and instrument components in a 3D model. When you place a
component the system uses the Piping Job Specification to select the appropriate component
from the parametric symbol definition library which then accesses the component dimensional
data.
The graphic commodity data is contained in the following object libraries:
Graphic Commodity Library - contains the parametric definitions for the commodity items.
Physical Dimension Libraries - contains dimension data for the commodity items. (A
different Physical Dimension Library is required for each type of practice such as U.S., DIN,
or British Standard).
Spec Table Library - contains the specification tables referenced in the PJS.
The parametric descriptions and dimension tables are also delivered in the form of text libraries
which you can extract and modify using the Graphic Commodity Library Manager and
Physical Data Library Manager.

Material Description Data Introduction

The Material Description Data is accessed for:
Material Take-off (MTO) reporting from the Design Database
Other miscellaneous reporting
Interfaces to the material control system
Stress analysis
Isometric drawing extraction.
The Material Description Data consists of the commodity item data which is not stored in the
Design Database, which is not required for the creation of graphic symbologies, and which is not
part of the geometric data. This data is contained in the following files:

4 Plant Design System (PDS) Reference Data Manager (PD_Data)

 Introduction

Material Data in the Specification/Material Database - database tables containing

definitions for commodity items, criteria for implied material, and weld data.
Short Material Description Library - contains the short material descriptions for commodity
items and taps.
Long Material Description Library - contains the long material descriptions for commodity
items.
Specialty Material Description Library - contains the material descriptions for specialty
items.
The material descriptions are also delivered in the form of neutral files which you can modify
and post to the libraries.
The Material Description Library Manager enables you to create, revise, and delete data in
the Material Description Libraries. You can use the Piping Job Specification Manager to load
the material data tables in the Specification/Material Database.

Standard Note Library Introduction

The text for code-listed attributes and standard notes is stored in the Standard Note Library. All
attributes identified as code-listed are actually stored as integer values. The code list text
associated with the integer is stored in the Standard Note Library. Information in the Standard
Note Library is identified by note number and note type. Output from the library consists of free-
format text which forms the standard note.

Label Description Library Introduction

The Label Description Library contains the definitions for the following label types used in PDS
3D:
Orthographic drawing view specific labels
Orthographic drawing view identification labels
Orthographic drawing - user input
Displayable attribute messages
Commodity code attribute messages
Isometric drawing labels
Report labels
Clash management labels
These labels are intelligent graphics with links to the material database.
The Label Description Library Manager enables you to define the graphic parameters for a
label (such as level, line weight, and color code) and to define the format of the label (what
information comprises the label).

Plant Design System (PDS) Reference Data Manager (PD_Data) 5

 Introduction

Piping Assembly Library Introduction

The Piping Assembly Library contains the piping assembly definitions which define the
parameters necessary to place a piping assembly (group of components) automatically in the
model.
A Piping Assembly object library and text library which contain the definitions for basic
assemblies are included in the product delivery.

Reference Database Introduction

A database is a collection of formatted data which conforms to a set of pre-defined rules. The
Specification/Material Reference Database is composed of a set of tables (entities) which
represent categories of data. A table is a defined set of attributes which describe an item, such as
the Piping Commodity Data table.
An attribute is a single type of information to be stored about an item, such as nominal diameter
or end preparation. Each attribute has a column number in the database table and a name which
describes the piece of information to be stored. The actual information stored in the database is
referred to as the attribute value. This value is a fixed data type; it can be either numeric,
alphanumeric, or code-listed.
numeric data types can be either real (decimal) or integer. These attributes are used for
quantitative values such as pressure or temperature.
alphanumeric data types (also called character) are used for textual information such as
component names or descriptions.
code-listed data types are special integer values which help standardize and speed up data
entry. A code list is a set of acceptable values for a particular attribute which can be referred
to by an index number. A code-listed attribute is an attribute whose value is defined using
one of the selections from a particular code list set.

Delivered Reference Data

The following reference data is delivered in the reference database products for the
corresponding practices (such as RDUSRDB or RDDINRDB).

File Description Library Object Library Text

Physical Dimension Table Library us_pcdim.l us_pcdim.l.t

Piping Job Specification Table Library us_pjstb.l us_pjstb.l.t
Short Material Description Library us_shbom.l -
Long Material Description Library us_lgbom.l -
Specialty Material Description Library us_spbom.l -
For the DIN RDB substitute din_ for us_ in the listed library file names.
The following reference data, which is not unique to any specific practice, is delivered in the PD
Shell product in the \win32app\ingr\pdshell\lib directory.

6 Plant Design System (PDS) Reference Data Manager (PD_Data)

 Introduction

File Description Library Object Library Text

Graphic Commodity Library pip_gcom.l pip_gcom.l.t
Piping Assembly Library assembly.l assembly.l.t
Label Description Library labels.l -
Standard Note Library std_note.l std_note.l.t

Reference Data Setup

A project and all of its accompanying files must be defined with the Project Administrator
before you can use the Reference Data Manager. Refer to the Project Administrator Reference
Guide for information on:
Loading PDS 3D products.
Editing the control script to identify the location of the project data.
Setting up a project and creating the associated database schemas.
Accessing the PDS 3D products remotely using NFS.
In addition to the information specified in the Project Administrator Reference Guide, you
should complete the following steps before using the Reference Data Manager.
Load the appropriate Reference Data product (such as RDUSRDB for U.S. Practice or
RDDINRDB for DIN Practice).
Edit the [Link] file to identify the text editor to be used when revising reference data
through the Reference Data Manager forms. You can specify any text editor that has been
loaded on the workstation. The default setting for Windows systems is Notepad.
$ENV {'PD_EDITOR'} = '<absolute path to preferred editor
executable>';
Edit the [Link] file to define PDS_COMMIT_INTERVAL to control the commit interval
for use in loading specification data into the Material Reference Database. This has the same
impact as adjusting the -c option in a risload command line. The default commit value is 25.
Increasing this variable may improve performance.
Identify the location of the Reference Data files as described in Reference Data Location (on
page 23).

Plant Design System (PDS) Reference Data Manager (PD_Data) 7

 Introduction

8 Plant Design System (PDS) Reference Data Manager (PD_Data)

SECTION 2

PDS Environment
The PDS 3D software supports a variety of applications. All the supported applications use a
common interface that is controlled by the PD Shell program. This ensures consistency across
applications and minimizes the amount of time required to learn the product.
The PDS 3D modules provide a simple user interface through extensive use of forms. The
modules also provide an on-line Help capability for easy access to information while working in
the product.
The PD_Shell Environment and all batch jobs in the PDS 3D products interface to Intergraph's
Network Licensing System.
See Also
PD Shell (on page 9)
Help (on page 16)

PD Shell
The PD Shell program provides access to the various functions that are associated with the PDS
3D Modules. You can access the Plant Design System Environment form by clicking Start >
All Programs > PD_Shell > PD_Shell. This executes a control script that defines all of the
environment variables that are needed to run the product, and it identifies the location of the
product files. These files can be located on the workstation or a server on the network. See
[Link] for more information on this file. The script also activates the Plant Design System
Environment form.

Plant Design System (PDS) Reference Data Manager (PD_Data) 9

 PDS Environment

To make colors easier to read on flat screens and projectors, a zip file with modified color for
PDS forms is delivered as [Link].

This form identifies the active project(s) and provides access to all the PDS functions.
Schematics Environment Provides access to the PDS 2D modules that are used to create and
modify piping and instrumentation diagrams, process flow diagrams, and instrumentation
database records.
Equipment Modeling Provides access to the Equipment Modeling module, which provides
an interactive graphics environment that is used to create and revise equipment model graphics
and database information.
FrameWorks Environment Provides access to the FrameWorks module, which provides an
environment that is used to create and revise structural models, create and revise structural
drawings, and propagate structural models.
Piping Designer Activates an interactive command environment that is used to create piping
and in-line instrumentation in the model; revise existing model graphics and database
information; and verify the integrity of the data in the model.
Electrical Raceway Environment Provides access to the Electrical Raceway module, which
provides an interactive environment that is used to create and revise raceway models and access
raceway utilities.
Piping Design Data Manager Provides access to a set of options that are used to verify the
integrity of the graphic and database information that is associated with a model.
Piping Model Builder Enables you to create piping graphics from a nongraphics
environment. This module is used with PD_Design to create an accurate 3D model of the piping
network.

10 Plant Design System (PDS) Reference Data Manager (PD_Data)

 PDS Environment

Pipe Support Designer Activates an interactive command environment that is used to create
pipe supports in the model, and revise existing pipe support model graphics and database
information.
Pipe Stress Analysis Activates a set of forms that are used to extract information from piping
models for input to third-party pipe stress analysis products.
Interference Manager Activates a set of forms that are used to check for interferences
among project models and to control approved interferences.
Isometric Drawing Manager Activates a set of forms that are used to extract isometric
drawings from piping models and to review or plot the created isometric drawings.
Drawing Manager Activates a set of forms that are used to create and manipulate drawings
and drawing views; provide access to the interactive graphics environment for drawings; and
provide access to a plot manager and vector hiddenline manager.
DesignReview Integrator Activates a set of forms that are used to extract information to
form label files for use in SmartPlant Review and to review data from a SmartPlant Review
session.
Report Manager Activates a set of forms that are used to create and revise report format
files and report on information in a project including Material Take-Off reports.
Project Administrator Provides access to a set of forms that are used to create a project,
create and revise project files, define project seed data, and control the project.
Reference Data Manager Provides access to a set of forms that are used to control the
reference data for a project including Piping Job Specification data, Graphic Commodity Data,
Alphanumeric Commodity Data, Standard Note Library, Label Description Library, and Piping
Assembly Library.
User ID Used for access control. This field also sets the Review User ID for use in the
Interference Manager module.
If access control has been defined, you must key in a valid user ID as defined by your system
manager to gain access to the projects. Refer to Access Control Manager, page 467, for more
information on using access control.
If access control has not been defined, no entry is required for this field.
Password Key in the password for the specified user ID.
Project List Field Displays the defined projects for the network and allows you to select the
active project. The system lists all the defined PDS projects (2D-only, 3D-only, and 2D & 3D).
An error is displayed if you select an option that is incompatible with the active project. For
example, if the active project is a 2D-only project, you cannot access the Interference Manager
module.
If access control has been defined, only those projects for which you have some level of access
are displayed.
Message Area Displays prompts and messages that are associated with the active process.
Error messages are displayed in red.

Plant Design System (PDS) Reference Data Manager (PD_Data) 11

 PDS Environment

PD_Shell Form Conventions

The following conventions describe how to respond to the various buttons, lists, and prompts
that make up the environments. The display size of forms and dialog boxes in the non-
Microstation graphics environment are independent of the size of the workstation's display
system. Most forms contain the same basic features: buttons, fields, text, and other gadgets. In
general, anything you find on a form is called a gadget.
You move through the PD_Shell forms by selecting function buttons or other gadgets from the
form. Select means to place the screen cursor (which appears as an arrow) on top of a screen
gadget and press <D>.
For most of the forms with scrolling lists, you can double-click on a row to select and accept the
data in that row. This performs the same action as selecting a row (which highlights) and then
selecting the Accept button.
You use the select action to select functions, access other forms, activate data fields, toggle
buttons, select from lists, scroll through data displayed on the screen, and so on.
The following summarizes other basic actions you use in the environments:
Enter - When keying in any data in a key-in field, press the <ENTER> or <Tab> key for the
data to be entered into the system. You can also press <ENTER> or <Tab> to move through a
set of key-in fields.
Delete - If you make a mistake while keying in text, press the <Delete> key to erase character(s)
to the left of the cursor.

Common Tools on the PD_Shell Forms

There are many gadgets in the environments that are common to most or all of the forms. The
following describes these tools.

Standard Commands
The PD_Shell forms have a set of standard buttons in the upper right corner of most of the form
windows. The available commands vary from form to form depending on the type of operation.
The Help button activates on-line Help for the
active form. Help remains active until you
delete the Help window.
The Shell button exits the active form and
returns control to the base manager that is
associated with the active form. For most
forms this returns to the Plant Design System
Environment form.
The Top button exits the active form and
returns control to the top form of the active
branch.
The Cancel button cancels or exits from the
active form. Control returns to the
immediately preceding form in the hierarchy.

12 Plant Design System (PDS) Reference Data Manager (PD_Data)

 PDS Environment

The Accept button accepts a selection or

operation. Depending on the active form or
option, the active form remains active so that
you can repeat a similar operation or control
returns to the preceding form.
The Restart button clears any key-in fields on
the form that have values you can modify.

Scrolling List
Some screen menus have a scrolling list of
projects or applications. You need to scroll a
list only if more options are available than can
be displayed in the window. To scroll a list,
select the arrow buttons on the side of the list.
The list scrolls up or down depending on
which arrow you select.
The scrolling list has an arrow pointing
up and an arrow pointing down. These arrows
scroll lists line by line. There is a button that
slides between these two arrows to indicate
your position on the list. To page through the
list, select the space above or below the
sliding button. The list pages up or down
accordingly.
You can also select the slider and, while
pressing <D>, slide the button up or down the
bar. The items scroll through the window as
you move the button. The size and position of
the button on the scroll bar is an indication of
the number of lines and the relative position
within the list.
All commands that display a list of design
areas or models order the list
alphanumerically by the design area number
or model number in ascending order.
In some forms with scrolling lists, you can
double-click on a row to select and accept the
data in that row. This performs the same
action as selecting a row (which highlights)
and then selecting the Accept button.
Key-in Fields
Screens that accept keyboard input have key-
in fields. These fields are box-shaped and
dark gray. You can select a key-in field and

Plant Design System (PDS) Reference Data Manager (PD_Data) 13

 PDS Environment

key in a new value. A bar cursor appears in

the active key-in field. Key in your input, and
press <Return>. To change a field, re-select
the field and key in the new information.
Key-in fields have a maximum number of
characters depending on the item that is being
defined.
If you select a key-in field for a code-listed
attribute, the system activates a form that lists
the code list values for the selected field.
MicroStation requires lowercase characters
for the file specification and path name of all
design files. Therefore, the system
automatically converts any input for the file
specification and path name of a design file
(such as a model or drawing) to lowercase
before loading into the Project Control
Database.
Display-List Boxes
A display-list box is located at the end of
some key-in fields. It lets you select data
from a list instead of keying in information.
For example, there is a display list associated
with the Authorization key-in field shown. At
the end of the field, there is a small box with
horizontal dashes. When you select this
display list box with the screen cursor, an
associated list of valid input values displays.
Select an item from the list to enter its value
into the field.
Shift Left and Shift Right buttons
At the bottom of some key-in and display
fields, there are two buttons marked with
arrows. These buttons are called shift left and
shift right buttons. Often, you can key in more
characters than a field display shows. Shift
Left moves the text display to the front of the
field; Shift Right moves the text display to
the end of the field.

14 Plant Design System (PDS) Reference Data Manager (PD_Data)

 PDS Environment

Toggle
A toggle field on a screen menu enables you
to select one of two possible choices, one of
which is always displayed. Place a data point
on the toggle field to toggle between the two
choices.
Roll-Through List
A roll-through list shows one choice at a time
of a list that can be several items long. Place
a data point on the roll-through list to scroll
through the available options. The option
displayed is active.
Standard Window Icons
When using this software, you can press <D>
along the edge of a form or any area not
occupied by a button, key-in field, or other
gadget, to display a box of icons. You can
manipulate form windows just like any other
workstation window.
The following list defines the available
window icons.
Collapse/Restore
Repaint
Pop-to-bottom
Modify/Resize
Pop-to-top
Restore Size

Path Location Fields

Some key-in fields are used to specify paths for various files and folders, such as project folders,
model files, reference data files, drawing files, and isometric drawing files. Prior to PDS 8.0,
these path fields required the user to enter a full path, including the drive name, such as
d:\project1\piping\models. Beginning with PDS 8.0, path fields accept share names as input. For
example, if you have the project1 folder set up as a share, you could enter
\project1\piping\models or project1\piping\models as the path for piping models.
This new functionality allows administrators to set different permissions for shares used by
different sets of users. For more information on setting up shares and permissions, see the PDS
Project Setup Technical Reference.

Plant Design System (PDS) Reference Data Manager (PD_Data) 15

 PDS Environment

Batch Processes
When you install the PDS 3D applications, the system creates the necessary batch queues for
that application. Refer to Loading Products in the Project Administrator Reference Guide for a
listing of the batch queues.
PDS 3D uses these batch queues to allow you to continue working in the environment while the
system processes a request. Many of the batch processes can be delayed for submission at a
specified time.

Help
On-line Help is a special feature of your application software. Help provides
instant access to information from the application reference documents, such as
command descriptions and explanations, prompt sequences, and much more.
There are several avenues you can take to find information about a command or subject. For
instance, Help provides
A table of contents that lists subjects by topic and subtopic (in a hierarchy).
An alphabetized index of every command or subject that has been documented for the
software.
A glossary to help you become familiar with product-specific terms.
The ability to move up, down, back, and forth through Help by using cross-references and
links to primary and secondary commands.
The ability to quickly search through Help for information on a specific subject or
command.

When you first select Help, the Help Table of Contents is displayed in a pop-up window. Select
a topic from this list or select a command from the menu to display an article in the pop-up
window.
Whenever possible, PDS Help is context sensitive. For example, if you select the help icon for a
given form, Help that is specific to that form is displayed.

16 Plant Design System (PDS) Reference Data Manager (PD_Data)

 PDS Environment

The Help window has buttons that you can use to manipulate either Help or the window itself as
follows:
Scroll Bar - Moves up or down in an article that is displayed in the Help window.
Help Command Buttons - Enable you to move around in the Help file.
Cancel or File > Exit - Exits Help and closes the Help window.
1. Select the Help button from the command window or form.
If you select Help while using a command, help on the active command is displayed. If no
command is active, the table of contents is displayed.

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