136651443-SPI-User-Guide

SmartPlant Instrumentation Users Guide

Version 2007.6 (8.0) January 2009 DINS-08.00.0001G

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Preface

SmartPlant Instrumentation Users Guide 3

Table of Contents Preface...............................................................................................................................44

Working with SmartPlant Instrumentation: An Overview.........................................45 User Assistance................................................................................................................. 46

Online Help Text Conventions ...................................................................................48 Getting Started Common Tasks..................................................................................50

Start SmartPlant Instrumentation...................................................................................... 50 Navigating in SmartPlant Instrumentation........................................................................ 51 Open a Different Domain.................................................................................................. 52 Change the Logon Password............................................................................................. 52 Switch to a Different Unit................................................................................................. 53 Open a Module.................................................................................................................. 53

Setting General Preferences Common Tasks .............................................................54 Display and Customize Preferences.................................................................................. 54 Preferences Governed by the .INI File.............................................................................. 55 Preferences Dialog Box .................................................................................................... 56 General (Preferences)........................................................................................................ 57 Copy File Locations Dialog Box ...................................................................................... 59 Instrument Index > New Tag (Preferences)...................................................................... 59 Instrument Index > New Loop (Preferences).................................................................... 60 Instrument Index > Profile (Preferences).......................................................................... 61 Instrument Index > Browse (Preferences) ........................................................................ 62 Instrument Index > Duplicate (Preferences) ..................................................................... 62 Instrument Index > Delete Tag (Preferences) ................................................................... 64 Instrument Index > Rename (Preferences)........................................................................ 64 Instrument Index > Tag Properties (Preferences) ............................................................. 66 Instrument Index > Move (Preferences) ........................................................................... 66 Instrument Index > Custom (Preferences) ........................................................................ 66 Specifications > General (Preferences)............................................................................. 67 Specifications > Multi-Tag Specifications (Preferences) ................................................. 69 Specifications > Save as Excel (Preferences) ................................................................... 71 Specifications > Export/Import (Preferences)................................................................... 71 Specifications > Custom (Preferences) ............................................................................. 72 Wiring > General (Preferences) ........................................................................................ 72 Wiring > I/O Cards (Preferences) ..................................................................................... 73 Wiring > I/O Assignment (Preferences) ........................................................................... 73 Wiring > CS Tags (Preferences) ....................................................................................... 74 Wiring > Copy Items (Preferences) .................................................................................. 75 Wiring > Jumpers (Preferences) ....................................................................................... 76 Wiring > Reports (Preferences) ........................................................................................ 77 Wiring > Cross Wiring (Preferences) ............................................................................... 78 Wiring > Custom (Preferences) ........................................................................................ 78 Process Data > General (Preferences)............................................................................... 79 Process Data > Custom (Preferences)............................................................................... 80 Calculation > General (Preferences) ................................................................................. 80 Calibration and Maintenance > Custom (Preferences) ..................................................... 81

Preface

4 SmartPlant Instrumentation Users Guide

Loop Drawings > General (Preferences) .......................................................................... 81 Loop Drawings > CAD File Locations (Preferences)....................................................... 84 Loop Drawings > Custom (Preferences)........................................................................... 85 Browser > Reports (Preferences) ...................................................................................... 85 Browser > Fonts (Preferences).......................................................................................... 86 Browser > Custom (Preferences) ...................................................................................... 86 Hook-Ups > General (Preferences)................................................................................... 87 Hook-Ups > CAD File Locations (Preferences) ............................................................... 89 Hook-Ups > Reports (Preferences) ................................................................................... 91 Hook-Ups > Custom (Preferences) ................................................................................... 92 Document Binder > General (Preferences)....................................................................... 92 Document Binder > Specification Binder (Preferences)................................................... 93 Document Binder > General Document Binder (Preferences) ......................................... 94 Document Binder > Custom (Preferences) ....................................................................... 94 Calibration and Maintenance > General (Preferences) ..................................................... 94 Calculation > Custom (Preferences) ................................................................................. 96 Enhanced Reports > General (Preferences) ...................................................................... 96 Enhanced Reports > Layers (Preferences) ........................................................................ 98 Enhanced SmartLoop > View (Preferences)..................................................................... 98 Panel-Strip > View (Preferences) ................................................................................... 100 Wiring Equipment Connections > View (Preferences)................................................... 102 Segment Wiring > View (Preferences) ........................................................................... 103 Communication Line > View (Preferences) ................................................................... 104 Internal Cross Wiring > View (Preferences)................................................................... 105 Fieldbus Loop > View (Preferences) .............................................................................. 106 Network Class > View (Preferences).............................................................................. 108 Strip Signals > View (Preferences)................................................................................. 109 Single Speaker > View (Preferences) ............................................................................. 110 Enhanced PA Amplifier > View (Preferences)............................................................... 111 Cable Block Diagram > View (Preferences)................................................................... 112 Enhanced Reports > Hook-Ups > View (Preferences) ................................................... 112 Panel-Signals > View (Preferences) ............................................................................... 113 Symbol Editor > View (Preferences) .............................................................................. 114 Enhanced Reports > Custom (Preferences) .................................................................... 114 Enhanced Reports > Drawing (Preferences)................................................................... 115 Enhanced Reports > File Locations (Preferences) .......................................................... 116 Enhanced Reports > File Locations (continued) (Preferences)....................................... 117 Enhanced Reports > Fonts (Preferences) ........................................................................ 118 Enhanced Reports > Title Block (Preferences)............................................................... 118 Enhanced Reports > Connectors (Preferences)............................................................... 120 Enhanced Reports > Pagination and Revisions (Preferences) ........................................ 121 Interfaces > DCS Vendors (Preferences) ........................................................................ 121 SmartPlant Integration > General (Preferences) ............................................................. 122 SmartPlant Integration > To Do List (Preferences) ........................................................ 122 Claim and Merge Options (Preferences)......................................................................... 123 Report Generator (Preferences) ...................................................................................... 126 SmartPlant Instrumentation Server (Preferences)........................................................... 127 Module Icons (Preferences) ............................................................................................ 127

Preface


Searching for Tag and Loop Numbers: An Overview................................................129 Searching for Tag and Loop Numbers Common Tasks ...........................................130

Search for All Tag Numbers ........................................................................................... 131 Use Search Parameters to Find Tag Numbers ................................................................ 132 Search for Typical Tags .................................................................................................. 134 Search for All Loop Numbers......................................................................................... 134 Use Search Parameters to Find Loop Numbers .............................................................. 135 Search for Typical Loops................................................................................................ 136

Supporting Tables: An Overview.................................................................................138 Supporting Tables Common Tasks...........................................................................139

Supporting Tables in SmartPlant Instrumentation .......................................................... 139 Supporting Tables for Telecom ...................................................................................... 147 Add a New Value to a Select List ................................................................................... 148 Customize Manufacturer-Specific Field Headers ........................................................... 148 Manage a Custom Table ................................................................................................. 149

SmartPlant Instrumentation Interface Languages: An Overview............................150 Interface Languages Common Tasks........................................................................152

Replace the Interface Language with a Language from the Database ............................ 152 Replace the Interface Language with a Language from an External File ....................... 153 Translate Interface Text Phrases ..................................................................................... 154 Prefixes and Suffixes in the Interface Text..................................................................... 157

Revision Management: An Overview...........................................................................158

Global Revisions: An Overview....................................................................................159 Revision Management Common Tasks ....................................................................160

Filter Items for Global Revisions.................................................................................... 162 Add Global Revisions ..................................................................................................... 163 Define Settings for Upgrading Revisions ....................................................................... 164 Update Revisions Globally ............................................................................................. 165 Upgrade Revisions Globally ........................................................................................... 166 Revision Upgrade Example ............................................................................................ 167 Delete Global Revisions ................................................................................................. 167 Add Local Revisions....................................................................................................... 168 Edit Local Revisions ....................................................................................................... 170 Delete Local Revisions ................................................................................................... 171 View an Archived Revision ............................................................................................ 171

Report Comparison: An Overview ...........................................................................172 Setting Font and Color for Report Comparison........................................................173

Set Font And Color for Report Comparison ................................................................... 173 Comparing Archived Reports ...................................................................................174

Compare the Currently Previewed Report With an Archived Report............................. 174 Comparing the Current Report with an Archived Report.........................................175

Compare the Currently Previewed Report With an Archived Report............................. 175

Preface


Viewing Archived Reports ..............................................................................................176 View an Archived Report ............................................................................................... 176

Displaying Changed Documents ..............................................................................177 Display a List of Changed Documents ........................................................................... 177

Workflow..................................................................................................................178 Workflow Prerequisites ............................................................................................179

Create a Workflow Browser ........................................................................................... 180 Implementing Workflow ..........................................................................................181

Enter Initial Instrument Data .......................................................................................... 181 Enter Process Data for Instrument Tags ......................................................................... 181 Enter Additional Instrument Data ................................................................................... 182

Process Data Statuses ...............................................................................................183 Printing and Saving Documents: An Overview........................................................184 Previewing Documents.............................................................................................185

Preview a Document ....................................................................................................... 185 Printing Documents ..................................................................................................187

Print Documents ............................................................................................................. 187 Batch Printing Documents to PDF Files...................................................................188 Modifying Printer Settings .......................................................................................189 Saving Documents ....................................................................................................190

Save the Current Document to a File .............................................................................. 190 Saving in DXF Format..............................................................................................191

Save a Document in DXF Format................................................................................... 191 Editing Document Headers.......................................................................................193

Edit the Headers for a Report.......................................................................................... 193

Claiming As-Built Items for a Project: An Overview.................................................194

Preparing Project Items for Merging with As-Built: An Overview..........................196 Claiming and Merging Items Common Tasks..........................................................198

Display As-Built and Project Data.................................................................................. 199 Copy As-Built Items to the Claim Buffer ....................................................................... 200 Claim As-Built Items from the Domain Explorer........................................................... 201 Claim Instruments in the Browser or Instrument Index Module .................................... 202 Claim Loops, Lines, and Equipment in the Browser Module......................................... 203 Copy Items to the Merge Buffer as Merge Now............................................................. 203 Copy Items to the Merge Buffer as Release Claim......................................................... 204

SmartPlant Instrumentation Explorer: An Overview................................................206

Working with the Domain Explorer: An Overview....................................................207 Domain Explorer Common Tasks ............................................................................209

The Organization of Items in the Domain Explorer Tree View...................................... 212 Panels by Category Hierarchy Examples........................................................................ 215 Panels by Location Hierarchy Example.......................................................................... 217 Cable Hierarchy Example ............................................................................................... 218 Fieldbus Segments in the Domain Explorer ................................................................... 218

Preface


Items in the Drawing Block Types Folder ...................................................................... 218 Items in the Electrical Equipment Folder ....................................................................... 220 Items in the Hook-Ups Folder......................................................................................... 220 Items in the Loops Folder ............................................................................................... 222

Association Rules in the Domain Explorer ..............................................................225 Item Status Indicators in the Domain Explorer............................................................... 229 Create an Item in the Domain Explorer .......................................................................... 230 Duplicate an Item............................................................................................................ 230 Move an Item in the Domain Explorer ........................................................................... 231 Edit Item Properties ........................................................................................................ 231 Delete Items .................................................................................................................... 231 Perform Various Actions with an Instrument ................................................................. 232 Generate a Report for an Instrument............................................................................... 232 Generate a Specification or a Process Data Sheet for an Instrument .............................. 232 Copy a Reference Item to the Domain Explorer............................................................. 233 Search for Items in SmartPlant Instrumentation Explorer .............................................. 233 Find an Item in the Tree View of an Explorer Window ................................................. 234 Filter the Display of Items According to a Specific Item Name..................................... 235 Filter the Display of Items According to a Specific Item Type ...................................... 236 Filter Cables in an Explorer Window ............................................................................. 238 Define a Filter for Pre-Assigned Device Cables ............................................................. 239 Filter Loops in an Explorer Window .............................................................................. 240 Display a Browser View in the Explorer Items Pane...................................................... 242 Add Items to My List in the Items Pane ......................................................................... 242 Define and Use a Custom View...................................................................................... 243

Working with the Reference Explorer: An Overview................................................244 Reference Explorer Common Tasks.........................................................................245

The Organization of Items in the Reference Explorer Tree View .................................. 248 Items in the Hook-Up Item Libraries Folder .................................................................. 249 Create a Reference Item.................................................................................................. 251 Create a Reference I/O Card ........................................................................................... 251 Create a Reference Wiring Equipment Item ................................................................... 254 Create a Reference I/O Termination ............................................................................... 255 Copy a Reference Item to the Domain Explorer............................................................. 257

Instrument Index Module: An Overview ....................................................................258

Managing Loop Numbers: An Overview.....................................................................259 Managing Loop Numbers Common Tasks...............................................................260

Create a New Individual Loop Number.......................................................................... 262 Loop Number Naming Convention ................................................................................ 263 Duplicate a Loop Number............................................................................................... 263 Move Loop Numbers ...................................................................................................... 265 Edit Loop Number Properties from the Domain Explorer.............................................. 266 Edit Loop Properties from the Instrument Index Module............................................... 267 Edit Multiple Loop Numbers .......................................................................................... 269 Create a Loop Number When Editing a Tag................................................................... 270 Customize New Loop Numbers...................................................................................... 271

Preface


Delete Loop Numbers ..................................................................................................... 272 Rename A Single Loop Number..................................................................................... 273 Set Preference for Renaming A CAD File from A Loop Number.................................. 274 Rename Multiple Loop Numbers.................................................................................... 274 Define a Functional Requirement for a Loop ................................................................. 275

Working with Instrument Types: An Overview .........................................................276 Instrument Types Common Tasks ............................................................................277

Define an Instrument Type ............................................................................................. 278 Define a General Process Function................................................................................. 279 Define an Instrument Type Profile ................................................................................. 279 Define a Wiring and Controls System Instrument Type Profile ..................................... 280 Copy Instrument Type Profile Data ................................................................................ 281 Set an Alias Control System Tag .................................................................................... 282 Apply All Existing Profiles............................................................................................. 283

Managing Instrument Tags: An Overview..................................................................284 Instrument Tag Naming Convention .............................................................................. 284

Working with Tag Numbers Common Tasks...........................................................285 Create an Instrument in the Domain Explorer ................................................................ 287 Create an Instrument Tag in the Instrument Index Module ............................................ 289 Edit an Instrument Tag from the Domain Explorer ........................................................ 290 Edit Instrument Tags from the Instrument Index............................................................ 291 Customize Tag Name...................................................................................................... 292 Change the Tag Class of an Instrument .......................................................................... 292 Enter Power Supply Data for Panels and Instrument Tags ............................................. 293 Enter an Instrument Tag Remark .................................................................................... 294 Duplicate an Instrument Tag in the Domain Explorer .................................................... 295 Duplicate an Instrument Tag in the Instrument Index .................................................... 296 Delete Instrument Tags ................................................................................................... 297 Delete Instrument Tags in the Instrument Index Module ............................................... 297 Delete Instrument Tags in the Browse Window ............................................................. 298 Move an Instrument Tag to Another Plant Group .......................................................... 298 Move Multiple Instrument Tags in the Browser Window .............................................. 299 Rename an Instrument Tag ............................................................................................. 299 Instrument Tag Renaming Options ................................................................................. 301

Changing the Measured Variable .............................................................................302 Change an Instrument Type ............................................................................................ 302

Associating Tag Category and Criticality.................................................................304 Add and Edit Criticality Values ...................................................................................... 304 Add and Edit Instrument Tag Categories........................................................................ 305 Associate Tag Category and Criticality .......................................................................... 305 Generate a Process Data Sheet in a Browser Window.................................................... 306

Incorporating Soft Tags Within an Enhanced Loop Drawing ..................................307 Flow of Activities for Managing Soft Tags..............................................................308

Set a Default Custom Symbol for Items Associated with an Instrument Type .............. 309

Preface


Associating Instrument Tags with Loop Numbers: An Overview ............................310 Associating Instrument Tags with Loop Numbers Common Tasks.........................311

Associate Multiple Tag Numbers with a Loop ............................................................... 311 Change an Instrument Tag Loop Association in the Domain Explorer .......................... 312 Change Instrument Tag Loop Associations in the Instrument Index Standard Browser View ................................................................................................................. 313 Associate an Instrument Tag with a New Loop.............................................................. 313 Dissociate an Instrument Tag from Loops...................................................................... 314

Working with Typical Loops and Tags: An Overview...............................................315 Typical Loops and Tags Common Tasks .................................................................316

Create a Typical Loop..................................................................................................... 318 Duplicate a Typical Loop................................................................................................ 319 Batch Loop Creation from Typical Loops ...................................................................... 321 Verify New Loop Numbers ............................................................................................ 322 Edit a Typical Loop ........................................................................................................ 322 Delete a Typical Loop..................................................................................................... 323 Edit a Typical Tag........................................................................................................... 324 Edit a Typical Tag in a Browser View............................................................................ 324 Typical Tag Naming Conventions .................................................................................. 325

Managing Lines: An Overview.....................................................................................326 Working with Lines Common Tasks........................................................................327

Create a New Line .......................................................................................................... 328 Edit Line Data ................................................................................................................. 328 Create or Edit a Line Type.............................................................................................. 328 Change Type of Line ...................................................................................................... 329 Copy Line Data ............................................................................................................... 330 Delete a Line................................................................................................................... 330 Define or Modify Pipe Specifications............................................................................. 331

Editing Data in a Browser View: An Overview ..........................................................332 Edit and View Data Common Tasks ........................................................................333

Define a Standard Browser View for the Instrument Index............................................ 336 Edit a Single Row ........................................................................................................... 337 Open a Specific Supporting Table .................................................................................. 337 Find a Record in a Browser View Column ..................................................................... 338 Sort Tag Rows in a Browser View ................................................................................. 339 Edit Instrument Tag Data in Multi-Row Mode............................................................... 339 Count Instrument Tag Rows in a Browser View ............................................................ 340 View Point-to-Point Wiring Diagrams ........................................................................... 340 View Data History in a Browser View ........................................................................... 341 Set a Date Range for Field Value Changes..................................................................... 342 Track Field Value Changes............................................................................................. 342 Open a Process Data Sheet from the Browser Window.................................................. 343 Open a Specification Sheet from the Browser Window ................................................. 343 Open a Calculation Sheet from the Browser Window.................................................... 343 Display Existing Wiring Connections............................................................................. 344

Preface


Open I/O Assignment from a Browser View.................................................................. 344 Change the Process Function and Instrument Type in Batch Mode ............................... 344

Generating Documents: An Overview .........................................................................346 Generating Documents Common Tasks ...................................................................347

Generate a Specification Sheet for an Instrument........................................................... 348 Generate a Process Data Sheet for an Instrument ........................................................... 349 Generate a Drawing and Revision Report....................................................................... 349 Create a List of Available Tags ...................................................................................... 350 Generate Loop Summary Reports................................................................................... 350 Generate Custom Table Reports ..................................................................................... 351

Working with External Documents: An Overview.....................................................352 Managing External Documents Common Tasks ......................................................353

Associate an External Document with Instrument Tags ................................................. 354 Open an External Document Associated with an Instrument Tag .................................. 354 Dissociate an External Document from an Instrument Tag ............................................ 354 View Associated Documents .......................................................................................... 355

Process Data Module .....................................................................................................356 Process Data Principles.............................................................................................357 Starting the Process Data Module.............................................................................358

Start the Process Data Module........................................................................................ 358 Working With Instrument Tags in the Process Data Module...................................359

Create an Instrument Tag in the Process Data Module................................................... 359 Open an Instrument Tag in the Process Data Module .................................................... 359 Define Basic Process Data for an Instrument Tag .......................................................... 360

Editing Instrument Process Data ..............................................................................361 Edit Instrument Process Data.......................................................................................... 361

Modifying Instrument Base Conditions....................................................................362 Modify Base Conditions for an Instrument Tag ............................................................. 362

Copying Instrument Process Data from Another Instrument ...................................364 Copy Instrument Process Data From Another Instrument.............................................. 364

Propagating Line Process Data to an Instrument Tag ..............................................365 Propagate Process Data From the Current Line to the Current Instrument .................... 365 Propagate Process Data From Any Line to the Current Instrument................................ 365

Batch Propagation of Line Data to Instrument Tags ................................................366 Propagate Line Data to a Batch of Instrument Tags ....................................................... 366

Setting the Line-to-Tag Filter ...................................................................................367 Select Line Properties ..................................................................................................... 367

Process Data for Differential Pressure Instruments..................................................368 Define Process Data for a Differential Pressure Instrument ........................................... 368

Deleting Instrument Process Data ............................................................................369 Delete an Instrument Process Data Sheet ....................................................................... 369

Calculating Physical Properties ................................................................................370 Calculate the Properties of a Selected Material .............................................................. 370

Adding a New Line Type .........................................................................................371 Add a Line Type ............................................................................................................. 371

Preface


Editing a Line Type ..................................................................................................372 Edit a Line Type ............................................................................................................. 372

Changing the Line Type ...........................................................................................373 Change the Type of a Selected Line ............................................................................... 373

Deleting a Line Type ................................................................................................374 Delete a Line Type.......................................................................................................... 374

Adding a New Line...................................................................................................375 Add a New Line.............................................................................................................. 375

Modifying Line Properties........................................................................................376 Modify Line Properties ................................................................................................... 376 Duplicate a Line.............................................................................................................. 376

Defining Line Process Data ......................................................................................378 Define Line Process Data................................................................................................ 378

Viewing Line Process Data ......................................................................................379 View Line Process Data.................................................................................................. 379

Editing Line Process Data - Selecting Pipe Standards .............................................380 Editing Line Process Data - Fluid.............................................................................381 Copying Line Data from One Line to Another.........................................................382

Copy Line Data From One Line to Another ................................................................... 382 Deleting Line Process Data ......................................................................................383

Delete Line Process Data ................................................................................................ 383 Line Fluid Velocity...................................................................................................384 Multiple Process Data Cases ....................................................................................385 Creating Process Data Cases ....................................................................................386

Enable Cases for the Current Tag Or Line...................................................................... 386 Add a Case for the Current Tag Or Line......................................................................... 386

Setting a Governing Case .........................................................................................388 Set a Governing Case...................................................................................................... 388

Managing the Cases Supporting Table .....................................................................389 Manage the Cases Supporting Table............................................................................... 389

Deleting a Process Data Case ...................................................................................390 Delete a Process Data Case............................................................................................. 390

Process Analyzers.....................................................................................................391 Flow of Activities for Complex Analyzers...............................................................392 Managing Line Component Tables ..........................................................................393

Manage the Fluid Components Supporting Table .......................................................... 393 Create A Line Components Table For The Current Line ............................................... 393

Defining a Complex Analyzer ..................................................................................394 Define a Complex Analyzer............................................................................................ 394

Linking Analyzer Stream Components with Line Components...............................395 Link Analyzer Stream Components With Line Components ......................................... 395

Adding an Insulation Type .......................................................................................396 Add a New Insulation Type ............................................................................................ 396

Entering and Editing a Pipe or Orifice Material .......................................................397 Edit Or Enter Additional Pipe/Orifice Materials ............................................................ 397

Defining or Modifying Pipe Specs ...........................................................................398 Create a New Pipe Spec Or Modify an Existing One ..................................................... 398

Preface


Deleting Pipe Specs ..................................................................................................399 Delete a Pipe Spec .......................................................................................................... 399

Setting the Default Units of Measure .......................................................................400 Set the Default Units of Measure.................................................................................... 400

API 2540 Standard for Liquid Density Calculation .................................................401 Calculate Liquid Density According to the API 2540 Standard ..................................... 401

Converting Engineering Units of Measure Automatically .......................................402 Convert Engineering Units Automatically...................................................................... 402

Copying Default Units of Measure from Another .......................................403 Copy Default Units of Measure From Another .................................................. 403

Importing Process Data Files....................................................................................404 Import Instrument Process Data Files............................................................................. 404 Import Line Process Data Files....................................................................................... 404

Exporting Process Data Files....................................................................................406 Export Instrument Process Data Files............................................................................. 406 Export Line Process Data Files....................................................................................... 406

Principles of Generating Process Data Reports ........................................................408 Generating a Process Data Report for One Instrument or Line................................409

Generate a Process Data Report for the Current Instrument Or Line ............................. 409 Generating Line Reports...........................................................................................410

Generate Line Reports .................................................................................................... 410 Generating Instrument Reports.................................................................................411

Generate Instrument Reports .......................................................................................... 411 Viewing and Editing Process Data Revisions ..........................................................412 Working with External Revisions.............................................................................413

Work With External Process Data Revisions ................................................................. 413 Viewing Process Data History..................................................................................415

View Process Data History ............................................................................................. 415

Calculation Module: An Overview...............................................................................417 Starting the Calculation Module...............................................................................418

Start the Calculation Module .......................................................................................... 418 Viewing and Editing a Calculation Item ..................................................................419

Open a Process Data Sheet for Calculation .................................................................... 419 Fluid Definition ........................................................................................................420

Define the Fluid .............................................................................................................. 420 Performing Calculations ...........................................................................................422 Preparing for Flowmeter Calculation .......................................................................423

Prepare for Flowmeter Calculation ................................................................................. 423 Orifice Flowmeter Calculation .................................................................................424

Calculate Orifice Flowmeter Parameters ........................................................................ 424 Tube Flowmeter Calculation ....................................................................................426

Calculate Tube Flowmeter Parameters ........................................................................... 426 Restriction Device Calculation .................................................................................428

Calculate the Restriction Device Parameters .................................................................. 428 Calculating a Relief Valve........................................................................................430

Calculate a Relief Valve ................................................................................................. 430

Preface


Calculating a Relief Valve in Case of Fire ...............................................................432 Size a Relief Valve in Case of Fire ................................................................................. 432

Calculating a Control Valve .....................................................................................433 Calculate a Control Valve............................................................................................... 433

Calculating a Thermowell.........................................................................................436 Calculate the Maximum Permissible Thermowell Length.............................................. 436

Performing a Batch Calculation................................................................................437 Perform a Batch Calculation........................................................................................... 437

Calculating Multiple Cases.......................................................................................439 Calculate Multiple Cases ................................................................................................ 439

Creating a Hybrid Case.............................................................................................440 Create A Hybrid Case ..................................................................................................... 440

Principles of Generating Calculation Item Reports ..................................................441 Generating Calculation Item Reports .......................................................................442

Generate a Calculation Item Report................................................................................ 442 Calculation Revisions ...............................................................................................443

Maintain Calculation Revisions...................................................................................... 443 Creating New Tags in the Calculation Module ........................................................445

Create a New Tag in the Calculation Module................................................................. 445 Recommended Control Valve Characteristic ...........................................................446

Calculate the Recommended Control Valve Characteristic............................................ 446 Entering Built-Up Back Pressure - Relief Valve......................................................447

Take Built-Up Back Pressure Into the Calculation Account .......................................... 447

Specifications: An Overview .........................................................................................448 Principles of Generating Specifications....................................................................449 Specification General Operations Common Tasks...................................................451

Define Specification Options in an Instrument Type Profile.......................................... 452 Generate Instrument Specs in Batch Mode..................................................................... 453 Open a Spec from the Instrument Index Standard Browser View .................................. 454 Open a Spec from the Specifications Module................................................................. 454 Create a Tag Number in the Specifications Module ....................................................... 455 Add Expanded Notes and Remarks ................................................................................ 456 Delete Specs in Batch Mode ........................................................................................... 456 Ways of Defining a Spec Document Number................................................................. 457

Specification Pages: An Overview................................................................................458 Managing Spec Pages Common Tasks.....................................................................459

Open a Page .................................................................................................................... 461 Open a Page from an External File ................................................................................. 462 Display Data Field Names .............................................................................................. 463 Display a List of Forms that Include the Current Page................................................... 463 Regenerate a Specification Page ..................................................................................... 463 Regenerate Pages in Batch Mode ................................................................................... 464 Save a Page to the Database............................................................................................ 464 Save a Page as an External File ...................................................................................... 465 Delete a Page .................................................................................................................. 465 Create a Large Note Page ............................................................................................... 466

Preface


Select a Different Process Function for a Page............................................................... 467 Set the Tab Order of the Fields on a Page....................................................................... 468 Switch to the Default Tab Order ..................................................................................... 469 Retrieve Custom Pages as PSR Files .............................................................................. 469 Requirements for Creating User-Defined Views ............................................................ 470 Associate User-Defined Views ....................................................................................... 471

Working with Page Graphics Common Tasks..........................................................472 Add a Line to a Page....................................................................................................... 473 Set Precise Position and Length of a Line ...................................................................... 474 Modify Line Position and Length Using Arrow Keys.................................................... 474 Modify Line Position and Length Using the Mouse....................................................... 475 Change Line Properties................................................................................................... 475 Duplicate Page Lines ...................................................................................................... 476 Add Graphics to a Page................................................................................................... 476 Set Precise Position and Size of Page Objects ................................................................ 478 Modify Position and Size of Page Objects Using the Mouse ......................................... 478 Modify Position and Size of Page Objects Using Arrow Keys ...................................... 479

Specification Page Customization: An Overview........................................................480 Customizing Pages in the Page Editor Common Tasks............................................481

Edit Field Headers .......................................................................................................... 483 Display Invisible Fields .................................................................................................. 484 Define Fields with Computed Values ............................................................................. 484 Display Revision Changes for Spec Properties............................................................... 485 Format Field Values........................................................................................................ 486 Add Data Fields to a Page............................................................................................... 487 Duplicate Data Fields in a Page ...................................................................................... 488 Delete Data Fields........................................................................................................... 488 Add Custom Fields of Wiring Equipment Items ............................................................ 488 Add Function Block Custom Fields to a Fieldbus Spec ................................................. 489

Spec Forms: An Overview.............................................................................................491 Spec Forms Common Tasks .....................................................................................492

Create a Form.................................................................................................................. 494 Edit Form Properties ....................................................................................................... 495 Add Pages to an Existing Form ...................................................................................... 495 Remove a Page from a Form .......................................................................................... 496 Sort Pages Within Forms ................................................................................................ 497 Display a List of Pages Included in a Form.................................................................... 497 Delete a Form.................................................................................................................. 498 Restore Library Forms .................................................................................................... 498 Regenerate Library Forms .............................................................................................. 499 Change the Form Assignment of a Spec......................................................................... 499 Change Form Assignment for a Batch of Specs ............................................................. 499 Define Form Browser Fields........................................................................................... 500 Define a Multi-Form Browser ........................................................................................ 501

Preface


Form Data Templates: An Overview....................................................................503 Form Data Template Common Tasks.......................................................................504

Create and Modify a Form Data Template ..................................................................... 504 Delete a Form Data Template ......................................................................................... 505

Single-Tag Specs: An Overview....................................................................................507 Single-Tag Specs Common Tasks ............................................................................508

Generate a Single-Tag Spec............................................................................................ 508 Notes for Editing a Single-Tag Spec .............................................................................. 510 Edit Manufacturers and Models in a Spec ...................................................................... 510 Move a Single-Tag Spec to a Multi-Tag Spec................................................................ 511 Generate a Spec for a Complex Analyzer....................................................................... 512

Process Data Case Specs: An Overview.......................................................................513 Process Data Case Specifications Common Tasks...................................................514

Generate a Spec for Multiple Process Data Cases .......................................................... 514 Generate a Hybrid Case Spec ......................................................................................... 515

Multi-Tag Specs: An Overview.....................................................................................517 Multi-Tag Specs Common Tasks .............................................................................518

Generate a Multi-Tag Spec ............................................................................................. 520 Add a Single Instrument Tag to a Multi-Tag Spec ......................................................... 521 Add Instrument Tags to a Multi-Tag Spec in Batch Mode............................................. 522 Edit See List Data in a Multi-Tag Spec .......................................................................... 522 Change the Master Tag Definition.................................................................................. 523 Search for a Specific Tag in a Multi-Tag Spec............................................................... 523 Change the Font Size of See List Column Headers ........................................................ 524 Move a Tag to Another See List ..................................................................................... 524 Move a Tag from See List to a Single-Tag Spec ............................................................ 525 Remove a Tag from a Multi-Tag Spec............................................................................ 526 Generate a Spec for an Analyzer Stream ........................................................................ 526

Multi-Tag Spec Formats: An Overview.......................................................................528 Formats Common Tasks ...........................................................................................529

Create a Format............................................................................................................... 530 Modify a Format ............................................................................................................. 531 Delete a Format............................................................................................................... 532 Regenerate Formats ........................................................................................................ 533 Change the Format for a Multi-Tag Spec ....................................................................... 533 Define Multi-Tag Spec Print Layout .............................................................................. 533

Non-Instrument Specs: An Overview ..........................................................................535 Non-Instrument Specs Common Tasks ....................................................................536

Prerequisites for Generating a Non-Instrument Spec ..................................................... 536 Generate a Non-Instrument Spec .................................................................................... 537 Generate a Functional Requirement Spec....................................................................... 538

Preface


Composite Specifications: An Overview......................................................................539 Composite Spec for Multiple Instruments: Generation Workflow................................. 541 Composite Spec for Instrument with Cases: Generation Workflow............................... 542 Loop Composite Spec: Generation Workflow................................................................ 544 Remove an Instrument from a Composite Spec.............................................................. 545 Remove a Section from a Composite Page..................................................................... 546

Spec Title Blocks: An Overview ...................................................................................547 Title Block in a Multi-Tag Spec ..................................................................................... 548

Spec Title Block Common Tasks .............................................................................549 Customize a Title Block in InfoMaker ........................................................................... 550 Assign a Title Block to a Form....................................................................................... 551 Modify a Custom Title Block ......................................................................................... 552 Update Custom Title Blocks After Version Upgrade ..................................................... 553

Copying Specification Data: An Overview..................................................................554 Copying Specification Data Common Tasks............................................................555

Protect Fields from Overwriting When Copying Data ................................................... 555 Copy Data to a Form Data Template from a Spec .......................................................... 556 Copy Data to a Spec from a Form Data Template .......................................................... 557 Copy Data from One Spec to Another ............................................................................ 558

Spec Revisions: An Overview .......................................................................................560 Revision and Data Comparison Common Tasks ............................................................ 560 Manage Spec Revisions Locally ..................................................................................... 562 Manage Spec Revisions Globally ................................................................................... 563 View and Print Spec Revisions....................................................................................... 564 Compare Current Data with a Saved Revision ............................................................... 564 Compare Current Data with a Saved Spec...................................................................... 565 View Data History .......................................................................................................... 565 Change Storage Method of Specification Revisions....................................................... 566 Delete Spec Revisions..................................................................................................... 567

Save, Export, and Import Options: An Overview ......................................................568 Save, Export, and Import Options Common Tasks ..................................................569

Save a Spec in PSR Format ............................................................................................ 570 Save an Instrument Spec in ISF Format.......................................................................... 570 Save Instrument Specs in Batch Mode ........................................................................... 571 Save an Instrument Spec in Excel Format ...................................................................... 571 Batch Save of Instrument Specs in Excel Format........................................................... 572 Protect Fields Before Exporting Specs to External Editor.............................................. 572 Import Data to a Specification from an External File ..................................................... 573 Import Data to Instrument Specs in Batch Mode............................................................ 574

Save as Excel: An Overview..........................................................................................575 Customizing Specs for Save as Excel Common Tasks ............................................576

Guidelines for Customizing Pages for Save as Excel ..................................................... 578

Preface


Guidelines for Customizing PSR Files for Save as Excel .............................................. 579 Create an Invisible Vertical Zero Line............................................................................ 581 Replace Double Lines with Thick Single Lines.............................................................. 581 Correct a Line Discontinuity........................................................................................... 582 Correct Horizontal and Vertical Divergence of Grid Lines ............................................ 582 Set Value Display Precision for Save as Excel Globally................................................ 583 Set Value Display Precision for Individual Fields.......................................................... 583

Save as Excel Troubleshooting.................................................................................585 Resolve Spec Accessing Problem in a Common Excel File ........................................... 587 Remove the Protection from a Spec Saved as Excel ...................................................... 588 Resolve a Data Saving Problem...................................................................................... 588 Resolve Grid Line Overlap Problems ............................................................................. 588 Correct Undershooting and Overshooting of Grid Lines................................................ 589 Prevent Truncation of Labels and Values ....................................................................... 590 Fix Displaced Labels....................................................................................................... 590 Fix Text Display in Excel Cells ...................................................................................... 592 Fix Function Conversion Problems ................................................................................ 592 Set Value Display Precision............................................................................................ 593 Fix Display of Vertical Fields......................................................................................... 593 Fix Display of Select Lists .............................................................................................. 594 Prepare Problematic Excel Files for Intergraph Support ................................................ 594

Specification Report List...............................................................................................595 Printing Specifications and Reports Common Tasks ...............................................597

Print a Specification Report ............................................................................................ 598 Generate Reports by Date ............................................................................................... 598 Generate a Report for a Selected Field Name................................................................. 599 Assign User-Defined Headers for Spec Form Field Reports .......................................... 599 Print the Currently Open Specification........................................................................... 600 Print Specs into PDF Files .............................................................................................. 601

Pipe Specs: An Overview...............................................................................................602 Pipe Specs Common Tasks.......................................................................................603

Define or Modify Pipe Specs.......................................................................................... 604 Assign Pipe Specs to Instruments ................................................................................... 604 Assign Pipe Specs to Lines ............................................................................................. 605 Associate Pipe Specs with Sub-Libraries........................................................................ 605 Display Pipe Specs Assigned to a Hook-Up Item Sub-Library ...................................... 606 Dissociate a Pipe Spec from Lines.................................................................................. 607 Delete Pipe Specs............................................................................................................ 608

SmartPlant Instrumentation and InfoMaker..............................................................609 SmartPlant Instrumentation Database Structure.......................................................610 Enabling InfoMaker for SmartPlant Instrumentation Common Tasks.....................612

Create a SmartPlant Instrumentation Database Profile................................................... 612 Display SmartPlant Instrumentation Data Automatically............................................... 613 Display SmartPlant Instrumentation Data by Executing an SQL Statement .................. 614 Define InfoMaker As the Default Report Generator ...................................................... 614

Preface


Working with Libraries and Reports Common Tasks ..............................................615 Create an InfoMaker Library .......................................................................................... 615 Create an InfoMaker Library and Report for Editing PSR Files .................................... 616 Open a PSR File from an InfoMaker Library and Report............................................... 617 Build a Query.................................................................................................................. 617

Calibration Form Customization: An Overview.......................................................620 Customizing Form Pages in InfoMaker Common Tasks .........................................621

General Procedures for All Form Page Types ................................................................ 621 Procedures for Calibration Form Pages .......................................................................... 622 Open a Form Page in InfoMaker .................................................................................... 623 Add a Unit of Measure Drop-Down Data Window in a PSR File .................................. 624 Add a Select List in a PSR File....................................................................................... 625 Add a Single-Use Column in a Calibration Form Page .................................................. 626 Add a Multi-Use Column in a Calibration Form Page ................................................... 627 Add an Expression for Field Protection.......................................................................... 627 Add an Expression for Background Color of Protected or Editable Field...................... 631 Add an Expression for Background Color of Result Field ............................................. 633 Add an Expression for Field Visibility ........................................................................... 634 Enable the Use of Fractions of an Inch ........................................................................... 635 Define a Computed Field for Calibration ....................................................................... 638

PSR File Viewer: An Overview ...............................................................................640 PSR File Viewer Common Tasks .............................................................................641

Open a PSR File From the PSR List ............................................................................... 642 Retrieve a Previously Saved PSR File ............................................................................ 642 Retrieve a Report from a PBL File ................................................................................. 642 Manage the PSR File List ............................................................................................... 643 Add Custom Fields in a PSR File ................................................................................... 644 Retrieve Custom Field Values from PSR Files............................................................... 645

Customizing Title Blocks for Reports: An Overview ..............................................646 Requirements for Customized Report Title Blocks..................................................647

Edit Report Title Block Properties.................................................................................. 651

Performing Calibrations: An Overview.......................................................................652 Starting the Calibration Module ...............................................................................653

Start the Calibration Module from the SmartPlant Instrumentation Window ................ 653 Start the Calibration Module from the Instrument Index Standard Browser .................. 653

Searching for Tag Numbers in the Calibration Module ...........................................654 Search for Tag Numbers in the Calibration Module....................................................... 654

Calibration Forms: An Overview .............................................................................657 Upgrading the Standard Calibration Forms..............................................................658

Upgrade the Standard Calibration Forms........................................................................ 660 Flow of Preliminary Activities for Calibration.........................................................662

Add Customized Calibration Forms to the Database...................................................... 663 Create a Calibration Profile ............................................................................................ 664 Define Calibration Profile Settings ................................................................................. 664 Associate Calibration Profiles with Instrument Types ................................................... 665 Dissociate Profiles from Instrument Types..................................................................... 666 Manage Code Tables....................................................................................................... 666

Preface


Flow of Activities for Defining Tag Calibration Settings ........................................668 Define Tag Calibration Settings...................................................................................... 669 Copy Existing Process Data............................................................................................ 670

Defining Alarm / Trip Settings .................................................................................671 Define Alarm / Trip Settings........................................................................................... 671

Defining the Set Point...............................................................................................672 Define the Set Point ........................................................................................................ 672

Flow of Activities for Entering Tag Calibration Data ..............................................673 Select a Calibration Profile ............................................................................................. 674 Enter Calibration Data .................................................................................................... 674 View Calibration History................................................................................................ 676 List of Calibration Reports.............................................................................................. 677 Generate Calibration Reports.......................................................................................... 678

Test Equipment: Overview.......................................................................................680 Selecting Test Equipment .........................................................................................682

Create a Test Equipment Tag.......................................................................................... 682 Loop Error Calculation: An Overview ..................

136651443-SPI-User-Guide

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