I ntools+v+7+tutorial

SmartPlant Instrumentation
Tutorial

Version 7.0, Service Pack 2 July 2005 DINS-07.00.0003B

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Table of Contents
Introduction........................................................................................................................7
Administration Options ................................................................................................7
Instrument Engineering Options...................................................................................8
General Instrument Engineering Tasks............................................................................... 8
Creating Instruments and Control Loops ............................................................................ 8
Defining Process Data, Sizing, and Specifications ............................................................. 8
Managing Documents ......................................................................................................... 9
Performing Wiring .............................................................................................................. 9
Generating Loop Drawings................................................................................................. 9
Generating Hook-Up Drawings ........................................................................................ 10
Viewing and Modifying Data for Multiple Records ......................................................... 10

Administration Options...................................................................................................11
System Administration ...............................................................................................11
Entering as System Administrator .................................................................................... 11
Task 1 — Initializing a Domain and Associating it with the SmartPlant
Instrumentation Database.................................................................................................. 12
Task 2 — Defining SmartPlant Instrumentation Users and Domain Administrator......... 14
Domain Administration ..............................................................................................18
Entering as Domain Administrator ................................................................................... 18
Task 1 — Defining Domain Administrator Access Rights............................................... 19
Task 2 — Defining a Plant Owner.................................................................................... 20
Task 3 — Creating the Plant Hierarchy ............................................................................ 21
Task 4 — Users, Groups, and Access Rights ................................................................... 26

General Instrument Engineering Tasks.........................................................................33
Opening SmartPlant Instrumentation .........................................................................33

Creating Instruments and Control Loops .....................................................................37
Task 1 — Defining Instrument Index Supporting Tables and Properties ......................... 37
Task 2 — Defining Loops with Their Tags ...................................................................... 56
Task 3 — Duplicating a Loop with Its Tag Numbers....................................................... 64
Task 4 — Creating Plant Loops in Batch Mode ............................................................... 68

Defining Process Data, Sizing, and Specifications ........................................................75
Task 1 — Defining Process Data...................................................................................... 75
Task 2 — Performing Calculations................................................................................... 81
Task 3 — Viewing and Editing Specification Sheets ....................................................... 86
Task 4 — Create a Specification Form Data Template .................................................... 90
Task 5 — Creating and Using a Multi-Tag (See-List) Spec............................................. 94
Task 6 — Creating a Customized Specification Sheet ................................................... 102
Task 7 — Specification Sheet Revisions ........................................................................ 106

SmartPlant Instrumentation Tutorial 3

Table of Contents

Managing Documents ....................................................................................................111
Task 1 — Creating a Specification Binder Package ....................................................... 111
Task 2 — Creating Form Notes and General Notes ....................................................... 114
Task 3 — Editing and Revising Specification Sheets from the Binder Package............ 118
Task 4 — Printing Documents for a Specific Revision .................................................. 121
Task 5 — Creating a General Document Binder Package.............................................. 123

Performing Wiring Operations ....................................................................................127
Task 1 — Overview ........................................................................................................ 127
Task 2 — Creating Reference Panels ............................................................................. 130
Task 3 — Creating Terminal Strips with a Marshaling Rack......................................... 134
Task 4 — Creating a Reference DCS Panel ................................................................... 137
Task 5 — Copying the Reference Panels to the Domain Manager................................. 145
Task 6 — Creating Reference Cables ............................................................................. 147
Task 7 — Copying Reference Cables to the Plant.......................................................... 152
Task 8 — Making Connections ...................................................................................... 154
Task 9 — DCS Management .......................................................................................... 163
Task 10 — Cross-Wiring the Signals in the Marshaling Rack ....................................... 171
Task 11 — Adding a New Instrument to the Existing Wiring........................................ 176
Task 12 — Create a New Tag with no Associated Profile and then Add a Device
Panel and a Cable to the Tag........................................................................................... 177
Task 13 — Wiring Design that Includes a Barrier.......................................................... 181
Task 14 — Wiring Design for Other Loop Types .......................................................... 187

Generating Loop Drawings...........................................................................................203
Generating Enhanced SmartLoop Reports ...............................................................203
Task 1 — Setting Preferences......................................................................................... 203
Task 2 — Generating an Enhanced SmartLoop Report.................................................. 205
Task 3 — Modifying an Enhanced SmartLoop Drawing by Changing Data Directly
from the Enhanced Report Utility................................................................................... 207
Task 4 — Modifying the Appearance of a SmartLoop Drawing by Changing the
Enhanced Report Layout Properties ............................................................................... 211
Task 5 — Adding Annotations to an Enhanced SmartLoop Report............................... 223
Generating CAD Loop Drawings .............................................................................231
Task 2 — Defining Block Types and Drawing Blocks .................................................. 233
Task 3 — Assigning Blocks to Instrument Types .......................................................... 235
Task 4 — Defining the General Blocks .......................................................................... 237
Task 5 — Editing the Title Block for a Specific Loop ................................................... 239
Task 6 — Understanding Macros ................................................................................... 241
Task 7 — String Manipulation for Loop Drawings ........................................................ 242
Task 8 — Generating CAD Loop Drawings................................................................... 244

Generating Hook-Up Drawings ....................................................................................251
Task 2 — Creating Hook-Up Items ................................................................................ 252
Task 3 — Creating Hook-Ups and Attaching Them to Tag Numbers............................ 255
Task 4 — Assigning Items to the Hook-Up Drawing..................................................... 259

4 SmartPlant Instrumentation Tutorial

Table of Contents

Task 5 — Generating a Bill of Material (BOM)............................................................. 260

Viewing and Modifying Data for Multiple Records ...................................................261
Task 1 — Viewing and Editing Tag Number Data from a Browser View ..................... 262
Task 2 — Finding and Sorting Data in a Browser View Window.................................. 265
Task 3 — Using More Features of the Standard Instrument Index Browser.................. 268
Task 4 — Creating ‘Junction Box Assignment per Tag’ Browser ................................. 270
Task 5 — Creating a New Customized Process Data Browser ...................................... 276
Task 6 — Customizing the Printout Structure ................................................................ 278
Task 7 — Using the Sum and Avg. Features in Printed Reports.................................... 281

Demo P&ID ....................................................................................................................285

Wiring Block Diagram ..................................................................................................286


Table of Contents


Introduction
The aim of this tutorial is to familiarize you with the basic features of SmartPlant
Instrumentation® (powered by INtools®) – getting the program up and running,
creating a minimal setup for your plant, and all the basic instrument-engineering
activities for each module. This tutorial will provide you with the fundamental
understanding, skills, and practical experience you need to begin using SmartPlant
Instrumentation with confidence.

In the course of the tutorial, you will be guided step-by-step to create a loop with its
associated wiring, line, and instrument process data. You will also perform
calculations, generate specification sheets, loop drawings, and installation details
(hook-ups).

We recommend that you do the following:

• Make a backup copy of the database before using it with the tutorial.
• Work through all the objectives in a given task in one sitting.
The tutorial is divided into two parts: one for the System and Domain Administrators
and the other for Instrument Engineers. If you are a novice, we strongly recommend
going through the entire tutorial thoroughly.

Administration Options
The System Administration tasks that you will learn include the following:

• How to initialize and assign a domain.
• How to create a department.
• How to add users to the SmartPlant Instrumentation user list.
• How to create and assign a Domain Administrator for the domain.

The Domain Administration tasks that you will learn include the following:

• How to define a plant owner.
• How to set up the plant hierarchy.
• How to create hierarchy items and define tag and loop naming
conventions.
• How to define a group and assign users to the group.
• How to define access rights for a group.
• How to add user-defined fields to the Instrument Index.


Introduction

Instrument Engineering Options
If starting the tutorial here, you will go to a unit where the administration items have
already been created.

General Instrument Engineering Tasks
The general tasks that you will perform in this section include:

• How to open a domain in SmartPlant Instrumentation.
• How to navigate in SmartPlant Instrumentation using the Explorer
windows.

Creating Instruments and Control Loops
The tasks in this section include:

• How to define data in supporting tables, including instrument type
profiles, P&ID drawing numbers, and lines.
• How to create loops and associated tags.
• How to generate and print out reports.

Defining Process Data, Sizing, and Specifications
In this section, you will learn how to define process data values, how to use those
values to perform sizing calculations that generate additional data values, and how to
generate specification sheets that include both process data and calculation results.

• How to create lines.
• How to define line process data.
• How to define instrument process data (flow elements, control valves, and
so forth.)
• How to perform instrument sizing calculations.
• How to create single- and multi-tag (see-list) specification sheets that
include process data and calculation data.
• How to perform revisions on specification sheets.
• How to print a specification sheet.


Introduction

Managing Documents
In this section, you will use the Document Binder module to link together a group of
related specification sheets and associated notes into a specification binder package,
which can be used for bids and in the procurement process. You will also perform
revisions for the entire package. The tasks in this section include:

• How to create a Specification Binder Package.
• How to add Form Notes and General Notes.
• How to edit and revise specification sheets from a Specification Binder
Package.
• How to generate and print out reports for the Specification Binder
Package.

Performing Wiring
In this section, you will create the essential wiring entities and make the connections
needed to specify a complete control loop for the tag numbers that you created. You
will also learn how the software can create a signal from the field instruments to the
control panel. The tasks in this section include:

• How to create panel-strip-terminal reference entities and copy them to
your plant.
• How to create cable-set-wire reference entities and copy them to your
plant.
• How to assign tags to DCS channels.
• How to connect cables / wires as appropriate.
• How to design the wiring for specific control loops, including connection
type definitions and cross-wiring connections.

Generating Loop Drawings
Using the Enhanced Report Utility, you will learn how to display loop drawings for
the control loops you have created. You will also learn how to create and use
drawing blocks to generate loop drawings in a CAD application. The tasks in this
section include:

• How to view and modify a loop drawing.
• How to change layout settings and include annotations for enhanced
reports.
• How to create block types and blocks for CAD drawings.


Introduction

• How to create block-tag associations.
• How to add revisions.
• How to browse macros.
• How to generate a CAD loop drawing.

Generating Hook-Up Drawings
Using the Hook-ups module, you will learn how to generate installation detail
drawings for the tags that you have created, as well as Bill of Material reports. The
tasks in this section include:

• How to create hook-up types and hook-ups.
• How to assign tag numbers to hook-ups.
• How to generate a Bill of Material report.

Viewing and Modifying Data for Multiple Records

• How to view and edit data using the Instrument Index Standard Browser.
• How to manipulate SmartPlant Instrumentation data from your browser
view.

In this tutorial, you will use Demo P&ID 101-PID01-001 which is attached to the
tutorial.

There is also an interconnection wiring block diagram attached to this tutorial to help
you understand the wiring part of this tutorial.

Note
• You should make a backup copy of the database if you or other users
intend to repeat this tutorial.
Throughout the tutorial, you will open new screens and use new options. While some
of these are explained here in detail, we encourage you to browse through the
SmartPlant Instrumentation User’s Guide and SmartPlant Instrumentation Online
Help to gain knowledge and help.


If you have already performed the system setup and configuration or if you are
interested only in the instrument engineering options, you can skip directly to the
Instrument Engineering options. Otherwise, proceed with the System Administration
options.

System Administration
The System Administration procedures are usually performed at the beginning, right
after the installation of SmartPlant Instrumentation. The purpose of this chapter is to
acquaint you with the procedure of assigning a System Administrator who in turn will
configure the basic system organization and hierarchy.

Entering as System Administrator
1. Start the Administration module as follows:
a) On the Windows Start menu, point to Programs, point to Intergraph
SmartPlant Instrumentation, and then click Administration.
b) On the Logon Information dialog box, enter DBA as your user name and
password.

Tip
• When you enter the system for the first time, the default user name and
password are both DBA. The user name always appears in upper case
characters, regardless of the keyboard settings and the password
asterisks display.
c) Click OK to start the Administration module.



2. On the Open Administration Module dialog box, click System Administrator
and then click OK.

Task 1 — Initializing a Domain and Associating it with
the SmartPlant Instrumentation Database
Starting a new domain involves two major procedures — initialization and
association of the domain.

Initialize Your Domain
The very first thing that you do is to create your domain. This procedure is called
Domain initialization.
1. On the File menu, click Initialize.
2. In the Initialize window, enter data as shown.
Tips
• Ensure that in the Target domain type group box, you click the
Engineering company option.
• You may enter your own domain and schema names if you wish. Note
that if you are initializing an Oracle or SQL Server domain, this
window looks a little different.
• Type DEMO_1 in the Domain schema password box. The software
displays asterisks for this value and for the value of View Only
Domain Schema Password.



3. Click OK.
The software initializes the domain, indicating the state of progress on the screen.
The process may take about ten minutes, depending on your computer. When
completed, a message appears informing you that the domain initialization has
been completed successfully.
4. On completion of the initialization, click Close.
Now you have to associate your new DEMO_NEW domain with the SmartPlant
Instrumentation database.

Associate your New Domain with the SmartPlant Instrumentation Database
After initializing the domain, you have to associate it with the SmartPlant
Instrumentation database.

1. On the main toolbar, click to open the Domain Definition window.
2. From the Domain list, select DEMO_NEW and on the Domain Definition
toolbar, click .



The data in the window should appear as shown.

3. On the Domain Definition toolbar, click and then click .
Note
• System Administration and Domain Administration can be accessed by
one user only at a time!
You have successfully completed your domain initialization and association.
After completing the domain initialization and association, before SmartPlant
Instrumentation users can start working, there are a number of activities that you need
to carry out as the System Administrator. These activities are described in the
following sections.

Task 2 — Defining SmartPlant Instrumentation Users and
Domain Administrator
Before creating the user list, it is recommended that you create at least one
department to which the users will belong.

Note
• If you do not have the Administration module running in the System
Administration mode, first open the module. For details, see Entering as
System Administrator, page 11.



Create a New Department
1. On the main toolbar, click to open the Domain Definition window.
2. From the Domain list, select DEMO_NEW.
3. On the main toolbar, click to open the Department dialog box.

4. Click New.
5. In the Department box, type Instrumentation.
6. Enter description and note as you require.
7. Click Apply, and then click Close.
You can now assign users to your department.

Add New Users and Assign Them to a Department
1. Make sure that the Domain Definition window is open and that DEMO_NEW is
selected in the Domain field.
2. Click to open the User dialog box.



3. Click New.
4. In the User field, type USER1 (it is displayed in upper case characters
automatically).
5. In the User initials field, type U1 (using upper case characters). These initials
will appear in various documents.
6. From the Department list, select Instrumentation to assign the new user to this
department.
7. In the Password field, type USER1 as the user password (using upper case
characters).
Tips
• The password is displayed as asterisks.
8. In the Verify new password field, type USER1 again.
9. In the Note text field, type a note if required.
Tips
• The System administrator check box is used to grant System
Administrator rights to a new user. Usually, this check box is cleared.
• It is advisable that you keep a note of the password for each user.
10. Click Apply.
11. Now add the more users to the Instrumentation department so that the completed
user information appears as shown.
User Initials Password
USER1 U1 USER1
DOMAIN DA DA
USER2 U2 USER2

12. Click Close to close the User dialog box.



Assign a User as a Domain Administrator
After defining all the users and assigning them to groups, you have to select a user to
be assigned as the Domain Administrator who will handle all the internal
configuration of the Domain.

Note
• If you do not have the Administration module running in the System
Administration mode, first open the module. For details, see Entering as
System Administrator, page 11.
1. Click to open the Domain Definition window.
2. From the Domain list, select DEMO_NEW.
3. On the Domain Definition toolbar, click .
4. From the Administrator list, select user DOMAIN as Domain Administrator.
Tip
• As System Administrator, you also may edit the domain name, number
and description, as well as activating the audit trail mechanism.
5. Under Domain features, clear the Activity tracking and Audit trail options
check boxes.
6. On the toolbar, click and then click .

Generate System Administration Reports
As System Administrator, you can generate a number of reports concerning System
and Domain Administration.
1. Log in as the System Administrator.
2. On the Reports menu, generate each of the available reports.
3. When done, on the File menu, click Exit to close the Administration module.
Note
• This concludes the System Administration activities required for your
domain configuration. The Domain Administrator is responsible for
performing subsequent administration tasks.



Domain Administration
The System Administrator must finish configuring the system and assigning a
Domain Administrator before you can access and perform Domain Administrator
activities.

Entering as Domain Administrator
1. On the Windows Start menu, point to Programs, point to Intergraph
SmartPlant Instrumentation, and then click Administration.
2. On the Logon Information dialog box, type DOMAIN as your user name and
DA as your password.
3. Click OK to open the Open Administration Module dialog box.
Tip
• Because you logged on as the Domain Administrator, only the
Domain Administrator option is available in this dialog box.
4. In the data window, select DEMO_NEW.

5. Click OK to open the Domain Administration window.
You have now successfully logged on as the Domain Administrator and you are ready
to carry out the Domain Administration activities. These include defining a plant or
site owner and setting up a plant hierarchy (the software creates a default plant
hierarchy when you define a new domain).



Task 1 — Defining Domain Administrator Access Rights
Before you can perform certain activities, you must ensure that you have appropriate
access rights as Domain Administrator.

Define Domain Administrator Access Rights
1. Click to open the Domain Definition window.
2. Do one of the following:
• Click .
• On the Options menu, click Access Rights.
3. In the Access Rights window, click .
4. On the Global Access Rights dialog box, from the Access mode list, select Full
(Add / Delete /Update).
5. From the Group name list, select All.
6. Select all the check boxes and in each of the remaining lists, select All.

7. Click OK to save your selections and close the dialog box.



8. On the toolbar, click and then click .
This procedure ensures that you have granted yourself maximum access rights for all
operations in your domain. Later, you will create other users and limit their access to
certain options. However, before doing so, you are going to set up your plant
hierarchy.

Task 2 — Defining a Plant Owner
For these activities, you will use the domain created by the System Administrator.

Define an Owner
1. With the Domain Administration window open, do one of the following:
• Click .
• On the Activities menu, click Owner to open the Owner dialog box.
2. Click New to define a new owner.
3. Type the owner name as shown.

4. Complete the rest of the owner data as you require.
5. Click Apply and then click Close.
6. On the toolbar, click .



Task 3 — Creating the Plant Hierarchy
When a user starts a module to access information, such as loops or tag numbers in
the Instrument Index, the information is grouped on a per process unit basis. The
Domain Administrator is responsible for setting up and organizing the plant
hierarchy.

Create a Plant Hierarchy
1. With the Domain Administration window open, on the Activities menu, click
Plant Hierarchy Explorer.
Tip
• The software allows you to define a flexible hierarchy with any
number of levels, for which you can specify the name of each level as
you desire. For the purpose of this Tutorial, you will be creating a
plant hierarchy consisting of three levels — PLANT, AREA, and
UNIT.
2. Right-click Plant Hierarchy Explorer.
3. On the shortcut menu, click New > Plant.
4. On the Plant Properties dialog box, in the Plant box, name your plant New
Refinery.
5. From the Owner list, select Global Chemical Supplies.
6. Ensure that the Do not propagate wire tag names check box is cleared.



The Plant dialog box should appear as shown.

7. Type the rest of the plant data in the appropriate fields.
8. When done, click OK.
9. In the Plant Hierarchy Explorer, right-click New Refinery.
10. On the shortcut menu, click New > Area.
11. On the Area Properties dialog box, in the Name box, type Crude Area and click
OK to close the dialog box.
12. In the Plant Hierarchy Explorer, click beside New Refinery to expand the
hierarchy, and then right-click Crude Area.
13. On the shortcut menu, click New > Unit.
14. On the Unit Properties dialog box, in the Name box, type Crude Unit 1.
15. In the Number box, type 101.
16. Click OK to close the dialog box.
17. Click beside Crude Area to expand the hierarchy.



The Plant Hierarchy Explorer should now appear as shown.

18. Click to close the Plant Hierarchy Explorer.
You have just completed organizing the process plant hierarchy. Next, you will
define tag and loop number naming conventions for the new unit.

Define Tag and Loop Naming Conventions for Your New Unit
• Click .
• On the Activities menu, click Naming Conventions to open the
Naming Conventions dialog box.
2. Beside Plant hierarchy, click Browse and navigate to the unit you created.
The Plant hierarchy field should display the hierarchy New Refinery/Crude
Area/Crude Unit 1.
3. In the Convention list, select Component and note that the text box label
indicates the ISA naming convention standard that the System Administrator
defined for the domain.
Tip
• According to the ISA standard, the Component tag string can contain
up to four (4) different segments. Each segment can be separated by a
character in the Separator column in the data window. Each segment
is composed of different data fields from the Instrument Index module
data input with a starting character position and a length.
4. Enter separators for the second, third and fourth tag segments and type or modify
the string lengths in the Length column as shown.



The Sample field shows the changes in the tag structure as you make your
naming convention definitions in this dialog box.
Tips
• The Description field for the PREFIX segment is UNIT NUMBER
by default. This prefixes all new tags in this unit with the unit number
you entered on the Unit dialog box.
• You can only change the tag convention for a unit so long as no tags
are defined for that unit.
5. Click Apply.
6. At the prompt, click OK.
7. Define the loop naming conventions as follows:
a) In the Convention list, select LOOP and note how the number of segments in
the data window changes.
b) Type data as shown.



8. Click Apply.
9. At the prompt, click OK, and then click Close.

Create Custom Fields
The Domain Administrator can add custom fields in addition to the fields appearing
in the default view of the Instrument Index Standard Browser.
• Click .
• On the Activities menu, click Custom Fields to open the Custom
Fields dialog box.
2. From the Plant list, select New Refinery.
3. From the Entity/data type list, select Instrument.
4. Type definitions for fields 1 through 7 as shown.



5. Click Apply.
The fields you selected have been added to the Instrument Index database and the
software will now recognize them in the Instrument Index. When requested to do so,
the software will retrieve the data contained in them for loop drawings, specification
sheets, reports, and so forth.

Task 4 — Users, Groups, and Access Rights

Create a domain group
This option enables the Domain Administrator to create a group of users.
Group.
2. On the Group dialog box, click New.
3. In the SmartPlant Instrumentation group box, type Instrumentation.
4. Type a group description and note if you require.



5. Click Apply, and when prompted whether to copy access rights from another
group, click No.
6. Click Close.

Assign a User to the New Group
After creating the new Group, the Domain Administrator assigns users to that group.

Tip
• A group can contain several users or one user only. When a group
contains one user only, you can exercise tight control or to grant
special access rights to one person.

Assign Users to Groups to open a dialog box where you can view the entire list
of the existing SmartPlant Instrumentation users.



2. From the Group list, select Instrumentation.
3. Select and drag the following users from the User list pane into the Group users
pane — USER1, USER2, and your own name DOMAIN. If you want to remove
a user from a group, drag that user from the Group users pane to the User list
pane.
Tips
• You can assign the same user to more than one group.
• You can select a user and click User to open the User read-only dialog
box to display a complete user description for the selected user.
The Assign Users to Group dialog box should now appear as shown.

4. When done, click Apply.

Grant Access Rights for a Group
Once groups and users have been defined, the Domain Administrator grants them
access rights to various activities. Note that access rights are granted per group.
This means that all users in the selected group are granted the same access rights.

1. In the Domain Administration window, click to open the Domain Definition
window.
2. On the Domain Definition toolbar, click to open the Access Rights window
with the user group displayed in the Group list section of the window.



3. Double-click Instrumentation to display the access levels for that group.
4. Expand Unit Level by clicking the icon to display all the units in the domain.
5. Select the unit — New Refinery/Crude Area/Crude Unit 1.
The Entity or activity section of the window displays the list of entities and
activities that apply at the unit level.

6. From the Entity or activity column, scroll down the Name list to Hook-Ups
Module Access.
7. From the Mode list, select the desired access rights for the particular entity or
activity, as shown in the following example.



8. On the toolbar, click .
9. Test your access rights as follows:
a) Log on to SmartPlant Instrumentation as USER1.
b) In the Open window, select the unit — New Refinery/Crude Area/Crude
Unit 1.
c) Click the Modules menu and note that all modules are available except for the
Hook-Ups module.
d) Exit SmartPlant Instrumentation.
10. In the Administration module, reopen the Access Rights window and reset Hook-
Ups Module Access to Full (Add / Delete /Update).
11. On the toolbar, click to close the Access Rights window; at the prompt to save
your changes, click Yes.

Apply Access Rights to More than One Group or Entity
You can grant the same access rights for all the user groups in the domain or for all
the entities at each level (for a particular group or for all groups). You have already
used this option to grant full access to the Domain Administrator for all entities. You
will now modify access rights globally for the Instrumentation group and perform
other exercises to learn how this feature works.

1. In the Domain Administration window, click to open the Domain Definition
window.
2. On the Domain Definition toolbar, click to open the Access Rights window.
3. Click to open the Global Access Rights dialog box.
4. From the Access mode list, select Modify (Add / Update).
5. From the Group name list, select Instrumentation.
6. Define access rights at the plant level by doing the following:
a) Under Access rights on the level <Plant>, select the Enable entity selection
check box.
b) In the Plant list, select New Refinery.
c) In the Entity list, select All.
7. Click OK.



8. On the Access Rights dialog box, check the results of applying these access rights
by doing the following:
a) Double-click the Instrumentation group to display the access levels.
b) Expand Plant Level by clicking the icon to display all the plants in the
domain.
c) Click New Refinery.

In the Mode column of the right pane, all the entities for the New Refinery plant
should be defined as Modify (Add / Update).
9. Click to reopen the Global Access Rights dialog box.
10. From the Access mode list, select Access Denied.
11. From the Group name list, select All.
12. Define access rights at the unit level by doing the following:
a) Under Access rights on the level <Unit>, select the Enable entity selection
check box.
b) From the Unit list, select New Refinery/Crude Area/Crude Unit 1.
c) From the Entity list, select Process Data Change in Specs.
13. Click OK.
14. On the Access Rights dialog box, check the results of applying these access rights
by doing the following:
a) Double-click Instrumentation to display the access levels for that group.
b) Expand Unit Level by clicking the icon to display all the units in the
domain.
c) Click New Refinery/Crude Area/Crude Unit 1.

In the Mode column of the right pane, the Process Data Change in Specs entity
for Crude Unit 1 should be defined as Access Denied. The same condition should
apply for this unit in the ADMINISTRATORS group.
15. Click to save your selection to the database.
Caution
• At the end of this exercise, make sure that all the entities are returned to
Full (Add / Delete / Update) access.
16. When done, click to close the Access Rights dialog box and return to the
Domain Definition window.



Assign a Domain Logo
1. With the Domain Administration window open, click to open the Domain
Definition window.
2. On the Domain Definition toolbar, click .
The Select Logo dialog box appears as shown when opened for the first time.

3. Click Browse to open the Select a Logo File dialog box.
4. Navigate to the required logo (.bmp file) and click Open to display the in the
Logo preview area of the Select Logo dialog box.
5. Click OK to assign the displayed logo with all your domain documents.

Generate Domain Administration Reports
As Domain Administrator, you can generate a number of reports concerning Domain
Administration.
1. With the Domain Administration window open, on the Reports menu, click
Access Rights.
2. On the Generate Access Rights Report dialog box, select the Unit tab.
3. Select the ADMINISTRATORS and Instrumentation rows for Crude Unit 1
and click OK.
Tip
• To select non-adjacent rows, hold down the Ctrl key while making
your selection.
4. At the print preview prompt, click Yes.
5. When done, on the File menu, click Exit to exit the Administration module.
This completes the Domain Administration activities required for your domain
configuration. You will perform all subsequent tasks in SmartPlant Instrumentation.


Opening SmartPlant Instrumentation
Caution
• Before starting SmartPlant Instrumentation, ensure that the Domain
Administrator has created a unit and a user group, and defined the naming
conventions for the unit and access rights for the group.
Note
• If find that you are unable to perform certain tasks, make sure that the
Domain Administrator has granted you appropriate access rights.

Log on to SmartPlant Instrumentation
For the plant hierarchy example that you have created for this Tutorial, the lowest
plant hierarchy level is Unit. When you log on to SmartPlant Instrumentation, you
must select a unit in which you are going to work.
1. On the Windows Start menu, point to Programs, point to Intergraph
SmartPlant Instrumentation, and then click SmartPlant Instrumentation.
2. On the Logon Information dialog box, type USER1 as both your user name and
password. (You can also enter as Domain Administrator by typing DOMAIN as
your user name and DA as the password).
3. On the Open dialog box, expand the DEMO_NEW domain hierarchy to the unit
level, as indicated below.



4. Click OK to open SmartPlant Instrumentation.

Define Units of Measure
1. On the File menu, click Units of Measure and Accuracy to display the Units of
Measure and Accuracy dialog box.
2. On the Units and Measure and Accuracy dialog box, select the desired level of
accuracy and units in the list for each quantity, and type a value for the ambient
temperature as shown in the following screen shots.



3. Click OK to accept the values and close the dialog box.


You can perform most of the operations needed to create instruments and control
loops from the Explorer windows. First, you must define values for supporting table
properties from the Instrument Index module.

Task 1 — Defining Instrument Index Supporting Tables and
Properties

Defining Instrument Types
1. Start the Instrument Index module by doing one of the following:
• On the main toolbar, click .
• On the Modules menu, click Instrument Index.
2. On the Tables menu, click Instrument Types.
3. On the Instrument Types dialog box, from the Process function list, select
Flow.

4. Scroll down the dialog box and check that definitions exist for the FE and FT
instrument types.
5. Create a new instrument type as follows:
a) Click New to add a new line.



b) Type the instrument type name (for example, FE).
c) Press the Tab key and type in the description (for example, D/P TYPE
FLOW ELEMENT).
d) Press the Tab key again and type a value in the CS Tag Instrument Type
Alias column (with the same value as you typed in the Instrument Type
column).
e) Click Apply.
6. Make sure that all the instrument types that appear in the table below have been
defined. Perform steps 5a to 5e if any instrument types do not exist.
Notes
• The Description field is a required and unique part of an instrument type
definition. If your SmartPlant Instrumentation database contains
instrument types that differ from those shown in the table, even in the
Definition field, make sure to create additional instrument types and
profiles as instructed.
• When prompted to save a new instrument type, click Yes.

Process Function Instrument Type Description
Flow FE D/P TYPE FLOW ELEMENT
Flow FI LOCAL FLOW INDICATOR
Flow FT D/P TYPE FLOW
TRANSMITTER
General FY, HY, LY, TY I/P TRANSDUCER
Level LT LEVEL TRANSMITTER
Pressure PI PRESSURE GAUGE
Pressure PSH HIGH-PRESSURE SWITCH
Pressure PT PRESSURE TRANSMITTER
Temperature TE THERMOCOUPLE
Temperature TI BI-METAL
THERMOMETER
Temperature TT TEMPERATURE
TRANSMITTER
Temperature TW THERMOWELL
Control Valve FV, HV, LV, PV, TV CONTROL VALVE
Control Valve ZY SOLENOID VALVE
Relief Valve PSV PRESSURE RELIEF VALVE



7. When done, click OK to accept the new values and close the dialog box.

Define Reference Wiring for a Field Device
You are going to specify the automatic creation of device panels, wires, and
connections when you create instruments of type FT (D/P TYPE FLOW
TRANSMITTER) by defining these options in the instrument type profile. Prior to
doing this, you must define appropriate reference device panels and cables in your
database, as described in this procedure.
1. On the Tools menu, click Reference Explorer.
2. Click the Panels folder to expand it and right-click the Device Panels folder.
3. On the shortcut menu, click New > Device Panel (Conventional).
4. On the Device Panel Properties dialog box, type the information as shown.

5. In the Reference Explorer window, click the icon to expand the Device Panels
folder.
6. Right-click the REF FIELD DEVICE 2-WIRE panel.
7. Create a strip and terminals for this device panel by doing the following:
a) On the shortcut menu, click New > Terminal Strip.
b) On the Strip Terminal Configuration dialog box, click New.



c) On the Terminals in Pattern dialog box, enter 2 as the number of terminals
in the pattern, and then click OK to return to the Strip Terminal
Configuration dialog box.
d) In the Configuration name box, type DP 2 Terminals.
e) Enter the other values in this dialog box as shown.

f) Click Save.
g) Click Create.
h) On the Terminal Strip Properties dialog box, in the Terminal Strip box,
type TS - 1.
i) Click OK and double-click the panel and then the strip to expand the panel-
strip-terminal hierarchy in the Reference Explorer window.

The window should appear as shown.



8. Create a reference cable by doing the following:
a) Right-click the Cables folder and on the shortcut menu, click New > Cable.
b) On the Cable Configuration dialog box, click New.
c) On the New Cable Configuration dialog box, enter 1 as the total number of
sets and select PAIR W/SHIELD as the default cable set type.
d) Click OK.
e) In the Cable configuration box, type DP 2 Wires.
f) In the Cable Set column, type PR #1.
g) In the Cable default name box, type 1P#20 BK,WH I/S.
h) Under Cable set details, check the wire tag label is SPARE for the first two
wire tags and Shield for the third wire tag.

The dialog box should now appear as shown.



i) Click Save.
j) Click Create.
k) On the Cable Properties dialog box, enter information as shown and click
OK.



Define the FT (D/P TYPE FLOW TRANSMITTER) Instrument Type Profile
At this stage, before creating new tags in the Instrument Index module, we will
populate the supporting tables for our instrument types. First of all, we will define
the instrument type profiles to ensure automatic device panel creation when the tags
are created.
1. On the Tables menu, click Instrument Types to open the Instrument Types
dialog box.
Tip
• If you cannot find the desired instrument type, create it as described on
page 37.
2. From the Process function list, select Flow.
3. Scroll down the Instrument Type list and select instrument type FT (with
description D/P TYPE FLOW TRANSMITTER).
4. Click Profile to open the Instrument Type Profile dialog box.
5. Click the General tab and do the following:
a) In the Instrument specifications group box, select the Include instrument
specification check box.
b) From the Instrument specification list, select Diff. Pressure Instr. (flow) –
Form No. 56.
c) In the Hook-ups group box, select the Include hook-ups and Include in
BOM check boxes.
d) In the System I/O type group box, select the Include system I/O type check
box and select AI from the list.
e) In the Location group box, select the Include location check box and select
Field from the list.



The General tab of the Instrument Type Profile dialog box should now appear
as shown.

6. Click the Wiring and Control System tab.
7. Do the following to define basic parameters and select a reference device panel
for tags that you will base on this instrument type:
a) Select the Include wiring and Control system check boxes.
b) From the Reference device panel list, select REF FIELD DEVICE 2-
WIRE.
8. Do the following to select the reference device cable and its connections:
a) In the Conventional connections group box, click New.
b) On the Conventional Connection Properties dialog box, from the Reference
cable list, select 1P#20 BK, WH I/S.
c) From the Cable set list, select PR #1.
d) Accept the default selection of Apply to subsequent cable sets.
e) From the Terminal strip list, select TS - 1.
f) From the Starting terminal list, select +.



g) From the Connection type list, select 2 In a row.
h) Accept the default selection of Propagate tag signal.

The Conventional Connection Properties dialog box should now appear as
shown.

i) Click OK to save your values and close the Conventional Connection
Properties dialog box.



The Wiring and Control System tab of the Instrument Type Profile dialog box
should now appear as shown.

Tips
• The above parameters are based on the assumption that the device
panel to be created will be a two-terminal field device with two wires
connected to it.
• The panel name and cable name are defined in the Wiring module.
You will learn more about these later.
9. Click OK to return to the Instrument Types dialog box.
10. Click Apply.

Define the FY (I/P TRANSDUCER) Instrument Type Profile
General.
2. Scroll down the Instrument Type list and select instrument type FY (with
description I/P TRANSDUCER).



4. Click the General tab and do the following:
a) In the Hook-ups group box, select the Include hook-ups and Include in
BOM check boxes.
b) In the System I/O type group box, select the Include system I/O type check
box and select AO from the list.
c) In the Location group box, select the Include location check box and select

as shown.

5. Click the Wiring and Control System tab.
6. Do the following to define basic parameters and select a reference device panel
for tags that you will base on this instrument type:
a) Select the Include wiring and Control system check boxes.
b) From the Reference device panel list, select REF FIELD DEVICE 2-
WIRE.
7. Do the following to define the reference device cable and its connections:
a) In the Conventional connections group box, click New.



b) On the Conventional Connection Properties dialog box, from the Reference
cable list, select 1P#20 BK, WH I/S.
c) From the Cable set list, select PR #1.
d) Accept the default selection of Apply to subsequent cable sets.
e) From the Terminal strip list, select TS - 1.
f) From the Starting terminal list, select +.
g) From the Connection type list, select 2 In a row.
h) Accept the default selection of Propagate tag signal.
i) Click OK to save your values and close the Conventional Connection
9. Click Apply.

Define the FV (CONTROL VALVE) Instrument Type Profile
Control Valve.
2. Scroll down the Instrument Type list and select instrument type FV (with
description CONTROL VALVE).
4. On the General tab, do the following:
a) In the Instrument specifications group box, select the Include instrument
b) From the Instrument specification list, select Control Valve – Form No. 1.
c) In the Hook-ups group box, select the Include hook-ups and Include in
BOM check boxes.
d) In the Location group box, select the Include location check box and select

as shown.



6. Click Apply.

Define Additional Instrument Type Profiles
Use the table below to adapt the above procedures for all the following instrument
types. Carefully read the notes below the table before beginning.
Process Instr. Type Description Instrument Hook-Ups / Sys. I/O Control Wiring
Function Type Spec BOM Type System
General FY, HY, I/P TRANSDUCER – Y AO Y Y
LY, TY
Flow FE D/P TYPE FLOW – Y – – –
ELEMENT
Flow FI LOCAL FLOW – – – – Y
INDICATOR
Flow FT D/P TYPE FLOW 56 Y AI Y Y
TRANSMITTER
Level LT LEVEL – Y AI Y Y
TRANSMITTER
Pressure PI PRESSURE – Y – – –
GAUGE
Pressure PSH HIGH-PRESSURE 24 Y DI Y Y
SWITCH



Process Instr. Type Description Instrument Hook-Ups / Sys. I/O Control Wiring
Function Type Spec BOM Type System
Pressure PT PRESSURE – – AI Y Y
TRANSMITTER
Temperature TE THERMOCOUPLE – Y – – Y
Temperature TI BI-METAL – Y – – –
THERMOMETER
Temperature TT TEMPERATURE – Y AI Y Y
TRANSMITTER
Temperature TW THERMOWELL – – – – –
Control Valve FV, HV, CONTROL VALVE 1 Y – – –
LV, PV,
TV
Control Valve ZY SOLENOID 2 Y DO Y Y
VALVE
Relief Valve PSV PRESSURE 7 – – – –
RELIEF VALVE

Notes
• For Control System and Hook-Ups / BOM, if the value in the table is Y,
select the appropriate check boxes in the Instrument Type Profile dialog
box.
• For Wiring, if the value in the table is Y, use the definitions that you
applied for FT (D/P TYPE FLOW TRANSMITTER) above.
• For Instrument Spec, if the value in the table is not ‘-’, in the Instrument
specifications section of the General tab, select Include instrument
specification, and then from the Instrument specification list, select the
form indicated. If the value is ‘-’, clear the Include instrument
• For System I/O Type, if the value in the table below is not ‘-’, on the
General tab, select Include system I/O type, and from the list, select the
I/O type indicated.
• For all of the instrument types in the table, in the Location section of the
General tab, select Include location, and then from the list, select Field.

Create a P&ID Drawing Number
1. On the Tables menu, click P&ID Drawing References.
2. On the P&ID Drawing References dialog box, click New to add a new data row.
3. Complete the information for the P&ID (drawing number) and description as
follows:
a) In the P&ID Drawing column, type 101-PID01-001.
b) In the Description column, type P&ID TUTORIAL FOR DEMO
PROJECT.



The dialog box should appear as shown.

4. Click OK to save the data and close the dialog box.

Create Lines (Piping)
Lines and line data are defined in the Process Data module since these definitions are
usually the responsibility of process engineers. We will define line numbers in the
Instrument Index, so that it will be possible to associate instruments with the lines on
which they are located.
1. On the Tables menu, click Lines.
2. On the Lines dialog box, beside the Line type list arrow, click to open the
Line Types dialog box.
3. Click New to add a new data row.
4. In the Line Type data field, type PROCESS.
5. Enter another line type — UTILITIES — as shown.



6. Click OK to save the data and close the dialog box.
7. On the Lines dialog box, from Line Type list, select PROCESS.
8. Click New to open the Line Properties dialog box.
9. Add the following information:
a) In the Line number box, type 4"-P-1501-11H.
b) From the Pipe material list, select Plain Carbon Steel (ANSI…).
c) Select ANSI as the pipe standard.

The Pipe Data dialog box opens.
d) In the Find nominal size box, type 4 so that you can easily select 4 inches as
the nominal size.
e) Select the pertinent pipe data as shown.

f) Click OK to close the Pipe Data dialog box and return to the Line Properties
dialog box.



All other pipe details are filled in automatically and the Line Properties dialog
box should appear as shown.

10. Click OK to select the line settings and to return to the Lines dialog box.
11. Add another line — 4"-P-1502-11H — with the same settings.
Note
• You can also create lines in the Process Data module.
The remaining objectives in this task deal with entering additional data in the
supporting tables. These include Status, I/O Type, Location, Manufacturer, and
Model.

Enter Status Data
1. On the Tables menu, click Instrument Statuses to open the Instrument
Statuses dialog box.
3. Type N in the Instrument Status column.
4. Type New Instrument in the Description column.




5. Click OK.

Enter I/O Type Data
1. On the Tables menu, click System I/O Types.
2. On the System I/O Types dialog box, click New to add a new data row.
3. In the System I/O Type column, type T/C.
4. In the Description column, type T/C Input.
5. Click OK.

Enter Location Data
1. On the Tables menu, click Instrument Locations.
2. On the Instrument Locations dialog box, select the Field instrument location.
3. In the Description column, type Installed in the field.
4. Click OK.

Enter Manufacturer Data
1. On the Tables menu, click Instrument Manufacturers to open the Instrument
Manufacturers dialog box.
3. In the Instrument Manufacturer column, type ROSEMOUNT.
4. Enter additional manufacturers ASCO and ASHCROFT.



Your dialog box should appear as shown (the rest of the data already appears by
default).

5. Click OK.

Enter Model Data
1. On the Tables menu, click Instrument Models to open the Instrument Models
dialog box.
2. From the Manufacturer list, select ASCO.
4. In the Instrument Model column, type 814B12.
5. In the Process Function column, select General from the list.
6. If desired, type a model description.
7. Enter additional models for various manufacturers as shown (note that the data for
FISHER may already be present).
Manufacturer Model Process Function
ASCO 8351B23 General
ASHCROFT EVERY-ANGLE-12/01 General
EVERY-ANGLE-13/02 General
MGS - 136 General
FISHER ED Control Valve
EZ Control Valve
8500 Control Valve
V500 Control Valve



Manufacturer Model Process Function
FISHER V150 Control Valve
ROSEMOUNT 1151DP4E22S2B1M2 General
3051S1256 General

8. Click OK.
This completes the basic supporting table data required for this tutorial. If you want
to add more data, do so according to the above instructions.

Task 2 — Defining Loops with Their Tags
In this section, you are going to explore various methods of defining control loops
with their associated tag numbers. You will perform most of these tasks from the
Domain Explorer.

Define a Loop and Add Tag Numbers
1. On the Tools menu, click Domain Explorer.
2. Under Domain Explorer, expand the plant hierarchy New Refinery > Crude
Area > Crude Unit 1.
3. Under Crude Unit 1, right-click the Loops folder, and on the shortcut menu,
click New > Loop.
4. On the New Loop Number dialog box, type the loop number as shown.

Tips
• Use the Tab key to move the cursor to the character separators.
• In this case, the first segment of the loop number name has been
derived from the unit number as defined on the Loop Naming
Convention dialog box of the Administration module by the Domain
Administrator.
5. Click OK.



The Loop Number Properties dialog box opens.
6. Enter the following information:
a) In the Loop service box, type Feed from V8.
b) From the Loop type list, select DCS.
c) From the P&ID drawing list, select 101-PID01-001.
d) Select the Apply P&ID drawing to tags and Apply service to tags check
boxes.


Tip
• To add new values to supporting tables so that they can become
available in the lists, click next to the lists.
7. Click OK.
8. Click Yes when prompted to create a tag number.
9. On the New Tag Number dialog box, enter FE as the first new tag number on the
New Tag Number dialog box.



10. Click OK.
Because more than one instrument type designated by FE acronym exists, the
Select Instrument Type dialog box opens.
11. Do the following:
a) From the Description column, select D/P TYPE FLOW ELEMENT.

b) Click OK to open the Tag Number Properties dialog box.



12. Enter tag number data by selecting values from the lists as shown.

Tip
• The command buttons enable you to enter additional data in the
supporting data tables. These values will then become available in the
lists.
13. Click Apply when done.
14. Click New to add another tag number to the loop.
15. To create tag number 101-FT-100, repeat steps 9-13 with the following
differences:
a) On the Select Instrument Type dialog box, select from the Description
column for instrument type FT the description D/P TYPE FLOW
TRANSMITTER.

Tip
• While this tag number is being created, the status bar indicates
automatic device panel creation.
b) On the Tag Number Properties dialog box, complete the definitions as
shown.



Tip
• To display additional manufacturers and models, you must first define
them using the appropriate ellipsis buttons on the Tag Number
Properties dialog box. (See also page 54.)
16. To create tag number 101-FY-100, repeat steps 9-13 with the following
differences:
a) On the Select Instrument Type dialog box, select from the Description
column for instrument type FY the description I/P TRANSDUCER.
b) On the Tag Number Properties dialog box, complete the definitions as
shown.



17. After completing all your tag definitions, click OK to close the dialog box.
In the next task, you will see how to add a tag number to a loop after saving the loop.

Add a Tag Number to an Existing Loop
In this example, you will add a control valve (FV) to loop 101-F-100.
3. Under Crude Unit 1, right-click the Instruments folder, and on the shortcut
menu, click New > Instrument.
4. On the New Tag Number dialog box, type tag number 101-FV-100 and click
OK.
5. Ensure that the data on the Loop Name dialog box appears as shown.



6. Click OK.
7. On the Tag Number Properties dialog box, define the tag number as shown.

8. Click OK.

Add a Single Tag Number
3. Under Crude Unit 1, right-click the Instruments folder, and on the shortcut
menu, click New > Instrument.
4. On the New Tag Number dialog box, type tag number 101-PT-201, and click
OK.
Tip
• If the Select Instrument Type dialog box opens, select from the
Description column for instrument type PT the description
PRESSURE TRANSMITTER, and then click OK.
5. On the Loop Name dialog box, accept the loop name 101-P-201 and click OK.
6. On the Loop Number Properties dialog box, accept the existing values and click
OK.



7. On the Tag Number Properties dialog box, do the following to create the
equipment entry that you need:
a) Beside Equipment, click to open the Equipment dialog box.
b) From the Equipment Type list, select TANK.
c) Click New to add a new row.
d) In the Equipment column, type F-102.
e) Click OK.
8. On the Tag Number Properties dialog box, complete the data entry as shown.

9. Click OK.
10. In the Domain Explorer, under Crude Unit 1, expand the Loops folder.
Tip
• After creating a new entity, refresh the Domain Explorer display by
selecting the appropriate folder, and then, on the toolbar, click Refresh
.
11. Select loop 101 P - 201.
12. Right-click the loop and on the shortcut menu, click Properties.



13. On the Loop Number Properties dialog box, do the following to add a loop
function to the Loop function list:
a) Beside Loop function, click .
b) On the Loop Functions dialog box, click New to add a new line.
c) In the Loop Function column, type IA.
d) In the Description column, type Indication and Alarm.
e) Click OK.
14. Enter the remaining loop data as shown.

15. Click OK, and if prompted to edit tag numbers, click No.

Task 3 — Duplicating a Loop with Its Tag Numbers

Select a Loop and View Tag Number Data
1. On the Domain Explorer toolbar, click .
2. On the Search dialog box, do the following:
a) From the Entity type list, select Loop.
b) In the Entity name box, type *100*.



c) Click Search Now.
d) Under Results, select loop 101-F –100.


e) Click Go to Entity.
f) Click Close.
3. In the Domain Explorer, select loop 101-F -100.
4. In the lower pane, select the instruments as shown.



5. Right-click, and on the shortcut menu, click Properties.
6. View the properties of each instrument on the Tag Number Properties dialog
box, using the Next and Previous buttons to navigate to the instruments.

Duplicate a Loop
If you want to create a series of control loops that perform similar functions, rather
than creating each one from scratch, you can use the SmartPlant Instrumentation
duplication feature to copy the loop and its associated tag numbers.
1. In the Domain Explorer, select loop 101-F -100.
2. Right-click the loop and on the shortcut menu, click Duplicate.
3. On the Duplicated Loop Number dialog box, change the number of the loop
from 100 to 2212.

4. Click OK to open the Loop Number Properties dialog box.
5. In the Loop service field, type Feed to B-101 Pass A. Ensure that the rest of the
information appears as follows.



6. Click OK to display the Create Loop Tags dialog box.
7. Select the Select all and Copy the instrument type from source tag numbers
check boxes and click OK to start the duplication process.

8. In the message prompting you to edit the tags, click Yes.
The Tag Number Properties dialog box opens displaying data of the first tag
associated with the new loop.
9. Edit the tag data as needed. Make sure that you create and select line 3"-FO-
1212-4C as displayed in the P&ID (DWG. No. 101-PID01-001).
Tip
• When you create line 3"-FO-1212-4C, you have the option of
defining it as in the in_demo.db file, but this is not required.
10. Click Apply when you have finished editing the tag data.
11. Click Next to display the data of the next tag. Continue editing all the tags
associated with the loop.
12. Click OK after editing the last tag number associated with the loop.



Task 4 — Creating Plant Loops in Batch Mode
This feature enables you to create user-defined typical loops and tags which are used
to create numerous plant loops in batch mode. A typical loop can be described as a
user-defined combination of typical tags that are in fact various instrument types.
You create your user-defined typical loop which is then used as a ‘template’ for batch
creation of plant loops in batch mode. This feature can be very useful when you need
to create numerous loops based on the same ‘template’. You can create as many
typical loops as required and use them to create plant loops in batch mode.

Creating Loops and Tag Numbers in Batch Mode

Naming Conventions
For typical loops, you can use any naming convention so long as it contains the loop
number segment.

The maximum length of a typical loop name is 50 characters, consisting of the
following segments:

• Loop number — containing up to 48 characters.
• Delimiter — consisting of 1 character.
• Loop suffix — containing up to 2 characters.
A typical tag naming convention consists of the following segments:

• Instrument type — containing up to 4 characters in the name segment,
(the typical tag name segment is automatically truncated to 4 characters
when the instrument type name contains more than 4 characters).
• Tag number — containing up to 8 characters.
• Tag suffix — containing up to 3 characters.
An example of a typical tag name is FT-FLOW_CTLR/2.

Create Typical Loop FL-1
Creating a new typical loop is the first stage in the procedure. This is when you make
all the required typical loop definitions: enter the typical loop name, select its
measured variable and loop function. At this stage, you also select the appropriate
instrument types and related profiles that will serve as the typical tags contained in
this typical loop.



At this point, you will create a new typical loop FL-1.
1. With the Instrument Index Module window open, on the Edit menu, click
Typical Loop Management.
2. On the Typical Loop Management dialog box, click New to open the Typical
Loop Properties dialog box.

3. Enter data as follows:
a) In the Name field, type FL-1.
b) From the Loop measured variable list, select FLOW as the loop measured
variable for the new typical loop. Click to define a new loop measured
variable if the required value is not available.
c) From the Loop type list, select DCS. Click to define a new loop type if
the required value is not available.
d) From the Loop function list, select Control Indicating as the loop function
for the new typical loop. Click to define a new loop function if the
required value is not available.
e) In the Loop Service field, type DCS closed loop.
f) In the Note field, type a short note if needed.
4. Click Add to add a typical tag to the loop.
5. In the Associated typical tags data window, select from the Instrument Type
list: D/P TYPE FLOW ELEMENT - FE. This instrument type will serve as a
typical tag associated with the current typical loop.



Tip
• The Number field automatically displays the numeric segment of the
typical tag name which is derived from the typical loop name. You
can accept it or modify it as needed.
6. Click Add to add another typical tag to the current loop.
7. From the Instrument Type list, select D/P TYPE FLOW TRANSMITTER - FT.
8. Click Add again.
9. Add the following typical tags:
a) I/P TRANSDUCER – FY.
b) CONTROL VALVE – FV.

The Typical Loop Properties dialog box should appear as shown.

Tip
• The suffix is used when there is more than one instrument that belongs
to the same instrument type. In this case, type a suffix to distinguish
between these instruments.
10. Click OK and then click No to close the prompt.
This completes the procedure for creating typical loop FL-1.



Create Typical Loop T-10
Now you will create typical loop T-10 with properties as shown.

1. If necessary, create a new loop function: IA – Indication and Alarm.
2. After you finish creating the required typical loop numbers, click Close in the
Typical Loop Management dialog box.

Create Plant Loops in Batch Mode
This feature enables you to create, in batch mode, numerous plant loops based on
existing typical loops. You will now create several plant loops based on typical loop
FL-1.
1. With the Instrument Index Module window open, on the Edit menu, click
Batch Loop Creation.
The Batch Loop Creation dialog box opens.
2. From the Typical Loop list, select FL-1.
3. In the New Loop Number field, type: 905-910, 919.



This will create Loops F-905 through F-910 and F-919.

Tips
• You can create as many plant loops based on the selected typical loop
as required. To create more than one plant loop, simply type the
required new plant loop number names in the New Loop Number
field. You can enter a range of loop names or a list as needed.
• For noncontiguous alphanumeric or numeric loop numbers, type in the
loop numbers with commas between them. For a range of numeric
loop numbers, type in the range of loop numbers with a hyphen
between them. For example, to create loops 1000, 1001, 1002, 1003,
1057, FT10, F11,and F12 type: 1000-1003, 1057, FT10, F11, F12.
4. Click Create to start the plant loop creation.
The software displays a progress bar indicating the creation progress. When the
creation of all Plant loops is complete, the progress bar is replaced with an
appropriate message and the Done check box of the appropriate data row is
selected.
Tip
• If a problem occurs during the plant loop creation process, a message
is displayed informing you that a particular set in the specified row has
not been created. Also, the Done check box for that row remains
unselected.
5. Once the batch creation process is complete, click Close to close the Batch Loop
Creation dialog box.
6. Open the Browser to view the results.
7. Now create plant loops T-905 through T-910 and T-919 based on typical loop
T-10.



Creating Additional Loops and Tag Numbers
Using the procedures described in this section, create the following loops and their
associated tags according to the Demo P&ID on page 285. Make sure you create all
the instrument tags shown in the Demo P&ID, because you will make use of them in
Tutorial tasks later. Use suitable methods of loop and tag creation among those you
learned in Task 2 and Task 3). On completion, the following loops should appear in
your database.
F-100 F-102 (Duplicate loop F-100 and select P-201
only the appropriate source tags.)
F-2212 F-2213 F-201
P-208 L-201
P-100 P-101
Notes
• In the course of creating the tags, if the Select Instrument Type dialog
box opens to offer you a choice of instrument types, make sure that you
select the instrument type/description for which you defined the profile.
• The bolded loops are the ones that you have already created.

At this stage, you have completed building your Instrument Index. You should now
feel comfortable with the SmartPlant Instrumentation environment and have a good
understanding of the Instrument Index functions. The next part of your training will
take you to the Process Data module (like in a real-life domain) where you will assign
process data to your instruments.


Defining Process Data, Sizing, and
Specifications
From the Process Data and Calculation modules, you (or the process engineer) can
create lines, fill in line process data, and then associate it with the instruments located
on these lines. This process data will then be used in the Calculation and
Specifications modules.

• To open the Process Data module, do one of the following:
• On the Modules menu, click Process Data.

Task 1 — Defining Process Data

Define Process Data for the Lines (Piping)
At this stage, it is assumed that you have already created lines 4"-P-1501-11H and
4"-P-1502-11H. If you haven’t done so yet, you can also create a new line in the
Process Data module by doing the following:

1. Click to open the Select Line dialog box.
2. From the Line Type list, select PROCESS.
3. Click New to open the Line Properties dialog box.
4. Define new line 4"-P-1501-11H and click OK to return to the Select Line dialog
box.
5. On the Select Line dialog box, click OK again to complete the new line creation
process.
6. If necessary, repeat the steps to define line 4"-P-1502-11H.

Define Process Data for a Line
1. Click to open the Select Line dialog box.
2. Select the Show All Line Types check box.



All the lines defined for the plant are shown.

3. Select line number 4"-P-1501-11H and click OK.
4. On the Process Data dialog box, from the Fluid state list, select Liquid and click
OK.
5. In the Line Process Data - 4"-P-1501-11H window that opens, in the
GENERAL section, ensure that the values appear as shown. If any values are
missing, enter them now.



6. In the PROPERTIES section, enter the property values in metric units of
measure, as shown.

7. Click .
8. Click to open the Process Data Report window where you can print preview
your line process data sheet.
9. When prompted to preview the report, click Yes.
10. Examine the data. You can do the following:
• Change the magnification level by clicking .
• Save the report as an external file by clicking .
• Print out a single report by clicking or print out all displayed
reports
by clicking .
11. Click to open the Revisions dialog box.
12. Edit the revision data as follows:
a) Select Revision method 0,1,2… and click New.

Tip
• When you first select a revision numbering method, several options
are available to you, including preliminary revisions (designated by
P0, P1, P2…). Once you select one of the other revision methods, you
will not be able to return to the preliminary revision method and this
option will be disabled.
b) In the Description field, type For Instrumentation.



The dialog box should appear as follows.

13. Click OK to close the Revisions dialog box.
Tip
• After you have made several revisions, you can update them in batch
mode. In the main window of any SmartPlant Instrumentation
module, on the Tools menu, click Global Revisions. For details, see
Add Revisions Globally, page 107.
14. Close the print preview window.
15. On the module toolbar, click to save the displayed process data.
16. To reopen the Select Line dialog box in order to view the list of lines, click
again.

Define Process Data for Flowmeter and Control Valve
Instrument process data is derived from line process data in SmartPlant
Instrumentation. We will now associate line process data with instruments.

1. On the module toolbar, click .
2. On the Enter Tag Number dialog box, type the instrument tag number 101-FE -
100 and click OK.
Tip
3. At the Process Data prompt to copy the data from the line, click Yes.
The software copies all the process data and you should see the window with all
the data as shown (you can use US units of measure if appropriate).



4. Scroll down to display the Additional Properties section, and enter the
information as shown.

5. Click to generate and preview the process data report.
6. If prompted to save your data, click Yes.
7. Click and enter a revision for this process data sheet. (See page 77 for
details.)
8. Repeat the previous steps for the control valve on the same line (instrument tag
101-FV - 100), with the following general and process data properties.



9. Scroll down to display the Additional Properties section, and enter the following
information.

10. Click to generate and preview the process data report.
11. If prompted to save your data, click Yes.
12. Click and enter a revision for this process data sheet. (See page 77 for
details.).
13. Repeat steps 1 through 8 for the flow transmitter on the same line (instrument tag
101-FT - 100), with the same process data for instrument tag 101- FE - 100.
14. Revise and save the process data sheet as you have previously done.



Note
• You have completed entering the basic process data required for this
tutorial. Three process conditions are sufficient to continue with our next
section - calculation and sizing of instruments.

Task 2 — Performing Calculations
Using the process data that you have entered in the Process Data module, you will
work in the Calculation module to calculate the bore of the orifice plate 101-FE-100
and size your control valve 101-FV-100.

• To open the Calculation module, do one of the following:
• On the Modules menu, click Calculation.

Calculate Flowmeter Parameters
2. On the Enter Tag Number dialog box, click Find.
3. On the Find Tag dialog box, click Find.
Tip
• Only those tag numbers that have process data and whose process
function has been designated as Flow are listed.
4. Select tag number 101-FE -100 and click OK.
5. On the Enter Tag Number dialog box, click OK.
Tip
• The calculation sheet for the selected instrument is displayed with
instrument process data already populated.
6. On the Options menu, click Highlight Process Data. This action highlights
some of the process data values.
Tip
• Two colors are used — turquoise and yellow. The turquoise
highlight means that this is a required field that must contain data. The
yellow highlight means that this field should contain data, and you
should enter it in this window.
7. On the module toolbar, click to open the Flowmeter Calculation dialog box,
where you will calculate the orifice diameter.



8. On the Flowmeter Calculation dialog box, select, as shown below, the flowmeter
type and sub-type. Also, select Orifice diameter as the parameter to be
calculated and enter the differential range as shown.

9. Click Calculate to perform the calculation.



On completion of the calculation, the software displays the results.

10. When done, click Close to return to the Flowmeter Calculation window.
12. Click to generate and preview the calculation report.
13. Click and enter a revision (for details, see page 77).
14. At this stage, we will make a back calculation for this bore (2.051") for a new
constant of 0-40 m3/h as follows:
a) Click .

The Flowmeter Calculation dialog box opens with the Orifice Diameter
radio button selected (value = 0).
b) Click Calculate to rerun the calculation so that a value for the orifice diameter
now appears.
c) Under Select calculate field, select Differential range.
d) Type 40 m3/h as the full-scale flow.
e) Click Calculate to calculate the differential pressure.

A result of 3137 mmH2O 4°C should be obtained.



15. Click Close to close the Flowmeter Calculation dialog box and return to the
Flowmeter Calculation window.

Calculate and Size Control Valve Parameters
2. On the Enter Tag Number dialog box, type the instrument tag number 101-FV -
100 and click OK to display the calculation sheet for the instrument.

3. Make sure that all highlighted fields contain data as shown above.
4. Click to open the Control Valve Calculation dialog box where you calculate
and size the control valve.



5. Enter data as shown.

6. Click Calculate to perform the calculation.
The results are displayed on completion of the calculation as shown.



7. When done, click Close to return to the Control Valve Calculation window.
8. Click to generate and preview the calculation report.
9. Click to open the Revisions dialog box, and enter a revision (for details, see
page 77).
10. To assign an external drawing number to the calculated control valve sheet, under
Document number, accept the number as displayed or type a new one. The
drawing number appears in the Doc. No. field of the calculation report.
11. Click OK or Cancel to close the Revisions dialog box.
12. Examine the report and print it out if needed.
You have now successfully completed the calculations required for this tutorial. The
software will subsequently use the calculation results in the specification sheets of
these instruments.

Task 3 — Viewing and Editing Specification Sheets
At this stage, we assume that you have already entered your instrument data, assigned
process data to the flow instruments, and calculated the orifice plate and control
valves.

In this part of the tutorial, you will:

• Select a specification form from the Spec Library and associate this form
to instruments.
• Create and use form data templates.
• Create and use multi-tag specification formats.
• Customize specification forms.

• To open the Specifications module, do one of the following:
• On the Modules menu, click Specifications.

View, Edit, and Save Specification Sheets for Flow Element and Flow
Control Valve
2. On the Open Entity Specification dialog box, click in the Entity number box
and click Find.
3. On the Find Entities dialog box, click Find.



Tip
• A form number already exists for certain of the tags where that form
number is specified in the instrument type profile.
4. Under Search results, Highlight tag 101-FE -100 and click OK.
The software shows the Open Entity Specification dialog box again.
5. In the Form number field, type 11.
The information is now displayed as shown.

6. Click OK.
7. On the New Specification dialog box, type a value for the document number as
shown and click OK.



The Instrument Specification window opens for the selected instrument tag.

8. View the data by scrolling down and across the specification sheet. Note that this
spec sheet already contains data (Service, Line Number, process conditions, and
so forth) that was already entered or calculated in the previous tasks.
Tip
• Clicking certain fields such as the State property (line #7) opens a
drop-down list. Selecting a flow or pressure unit of measure field
opens a dialog box.
9. Type some additional data in the Orifice Plate and Orifice Flanges section as
shown.

10. Enter the page and drawing numbers at the bottom of the specification sheet.



11. Click the Notes tab and type the text: 1. Orifice flange assembly to be provided
by piping.
12. Click the Page 1 tab and view the note that you typed in the Notes section of the
specification sheet.
Tip
• You can also type the note text directly in the Notes section.
13. Click to save the specification sheet.
14. Click to close this specification sheet and return the Specifications Module
window.
15. On the Open Entity Specification dialog box, enter the values shown.

Tip
• You do not need to select the form number (1) in this case because it is
already defined in the instrument type profile.
16. Click OK.



The specification sheet appears as shown.

17. Click to close the specification sheet.

Task 4 — Create a Specification Form Data Template
The specification sheets you have viewed so far contain specific data relating to each
instrument. If you have a large number of instruments of the same type with common
data, you can create a form data template and enter the data in it. You can then copy
this data and use it for all instruments of the same type.

Caution
• Copying from a form data template may overwrite fields in the destination
specification sheet, if their matching fields are blank. To prevent this from
happening you can define – in the Spec Data Dictionary – which
specification sheet fields can be overwritten.



Create a Form Data Template for a Flow Transmitter
1. With Specifications Module as the active window, on the Edit menu, click Form
Data Template Editor.
2. On the Select Specification Form dialog box, type 56 in the Find form number
box.
The software highlights form number 56, Diff. Pressure Instr. (flow) as shown.

3. Click OK to open the Select Form Data Template dialog box.
4. Type D/P XMTR TYPE 1 as your form data template.
Tip
• You can define more than one data template for each form, for
example, ROSEMOUNT XMTR, FOXBORO XMTR, and so forth.
5. Click OK to open the form data template.
6. In the Select Fluid State pop-up window, select Liquid and click OK.
Tip
• You cannot enter data in fields that have a shaded background. These
fields are instrument-specific and the values they contain will differ
from tag to tag.



8. When done, click .
9. On the main toolbar, click to close the Form Data Template Editor.



Create a Specification Data Filter
To prevent undesired overwriting of data, you need to set a form-level specification
data filter. You need to do this before you copy data from the active form data
template to the current specification.
1. On the module toolbar, click to open the Spec Data Dictionary.
2. On the Select Specification Form dialog box, type 56 in the Find form number
box, and then click OK.
4. On the Field Properties tab, clear check boxes for the following column headers
in the Template column:
• Tag Number
• Manufacturer
• Model
• P&ID No.
Tip
• Clearing the check boxes prevents the software from overwriting the
values for these properties when copying data from a form template to
a specification sheet.
The Browser Format pop-up window appears.
6. Click to close the Spec Data Dictionary and the Browser Format dialog box.

Copy Data from a Form Data Template to a Specification
Now you will learn how to automate entry of common data to your specification by
using a form data template that you created for the form upon which the current
specification is based.

2. On the Open Entity Specification dialog box, do the following:
a) Under Entity type, select Instrument.
b) Under Entity number, type 101-FT -100.

Tip
c) Under Form number, type 56.
d) Click OK.



3. On the New Specification dialog box, click OK.
The Instrument Specification window opens, displaying the specification for
Tag 101-FT-100.
5. On the Actions menu, click Copy from Template.
6. On the Select Form Data Template dialog box, select the new form data
template that you created, D/P XMTR TYPE 1, and click OK.
The software loads data from the form data template into the specification sheet.
Tip
• The software does not overwrite any existing tag-specific data that you
specified in the Specification Data Filter.
7. Enter additional data on the form as you require.
9. On the main toolbar, click to close the specification sheet.

Task 5 — Creating and Using a Multi-Tag (See-List) Spec
In the previous tasks, you assigned one single tag to one specification sheet; however,
there are often cases when one common specification sheet may serve several tags.
Such a spec sheet comprises one common first page and an additional page or pages
for each tag. Your task, this time, is to create such a multi-tag spec sheet (called a
format in SmartPlant Instrumentation) using the forms available in the form library.

Create a New Multi-Tag (See-List) Spec Form
1. On the module toolbar, click to open the Format Editor.
2. Click to open the Select Specification Form dialog box.
3. Select form number 8 and click OK.
4. On the Select Format dialog box, type a new format name as shown.



Tip
• A particular form may have more than one format.
5. Click OK.
The Format Editor opens, on top of which the software displays the Edit
Headers pop-up window.
Tips
• SmartPlant Instrumentation displays the column headers on the left
side of the Format Editor, and the field selections on the right side of
the window.
• The Edit Headers window displays all the headers that you select in
the Format Editor, and enables you to modify the sequence of the
headers and their labels.
• In the Format Editor, a magenta background indicates the currently
selected field. A cyan background indicates a field that is included in
the selection.
6. Assign the following fields — Tag Number, Service, Minimum Range,
Maximum Range, and Range Units of Measure — to the Multi-Tag List page
of the spec as follows (note that Tag Number has already been assigned to the
first field):
a) Drag the Edit Headers pop-up window out of the way so that you can see
most of the Format Editor window.
b) In the Format Editor window, move the cursor over the cmpnt_serv
(Service) field and note that the cursor changes its shape to .
c) Double-click in the field selection of the Service field.



d) In the Edit Headers pop-up window, under Column Header, the text
General Service appears. Edit this text to read Service.
e) Point the cursor to line #13 and double-click in the leftmost field selection,
calib_range_min. The field changes its color and appears in the Edit
Headers pop-up window under Column Header.
f) In the Edit Headers pop-up window, change the label from calib_range_min
to Minimum Range.
g) Again in line #13, double-click the second field from the left,
calib_range_uom_min, and in the Edit Headers pop-up window, change the
label to Range Units of Measure.
h) Double-click the fourth field from the left, calib_range_max, and in the Edit
Headers pop-up window, change the label to Maximum Range.
i) Using the Move Up and Move Down commands, rearrange the column
headers in the Edit Headers pop-up window so that they appear as shown.

Tip
• If you make a mistake, you can cancel the field assignment by
highlighting the selection in the Edit Headers pop-up window and
clicking Remove.
7. When done, click on the lower toolbar to generate the column headers that you
have defined.
8. At the message prompt, click OK to display the column headers in the Generate
Format pop-up window.
9. In this pop-up window, customize the layout of the second page of your multi-
spec sheet format by doing the following:
a) Drag the Range Units of Measure header to the extreme right.



b) Modify the header widths by dragging the border between headers to the right
or to the left so that the headers appear as shown.

Tip
• You can also review the layout design by selecting either Portrait or
Landscape in the Display group box or save the layout as an external
file by clicking Save As.
10. Click to save the multi-tag list format.
11. When done, on the main toolbar, click .
You have now successfully created your multi-tag (see-list) spec sheet form, which
you will use for your pressure gauges.

Create a Multi-Tag Spec
You are now going to create a multi-tag specification with a master tag.

Note
• If you want the master tag name to appear on the multi-tag specification
sheet, on the File menu, click Preferences. In the tree, navigate to
Specifications > General, and then select the Show master tag check
box.
b) Under Entity number, type 101-PI -100.

Tip
d) Click OK.

The New Specification dialog box opens.



3. Select the option Create new multi-tag specification.
4. In the Document number field, type 101-21-100001.
5. From the Format name list, select Demo Pressure Gage See List.
The New Specification dialog box should appear as shown.

6. Click OK.



8. Type the values in the spec sheet fields as shown.

Tip
• Clicking certain fields such as a temperature unit of measure opens a
drop-down list. Selecting a flow or pressure unit of measure field
opens a dialog box.
9. Select the units of pressure as shown.

Tips
• The fields that you selected to appear on the following page are
marked as SEE LIST. The first tag of the list also appears in
parentheses on the first line.
• If required, add a note by clicking the Notes tab.



10. Click on the module toolbar or click the Multi-Tag List tab to display the
multi-tag page.
11. Enter the following information:
a) In the Service column, type Heat exchanger inlet.
b) In the Minimum Range column, type 0.
c) In the Maximum Range column, type 20.
d) Click the Range Units of Measure column, and on the Select Unit of
Measure dialog box, select bar as the unit from the list and gage as the scale.

Add a Tag Number to a Multi-Tag Spec
You are now going to assign a new tag number to the multi-tag specification sheet
that you just created and then you will enter some data.
1. With the the multi-tag page displayed, on the module toolbar click to associate
another tag with this multi-tag specification.
Tip
• If you are prompted to save the data, click Yes.
The Add Tag Number dialog box opens.
• Type 101-PI-101 and click OK.
• Click Find to open the Find Tag dialog box where you can find the
tags that you want to add to this specification. (You can select more
than one tag to be associated with this spec by holding down Ctrl and
clicking the required tags in the search result window.)
The New Specification dialog box opens.
3. Select the option Add tag to existing multi-tag specification.
4. In the Document numbers field, select 101-21-100001.



The New Specification dialog box should appear as shown.

5. Click OK.
6. In the multi-tag specification sheet, enter the specific data and ranges for the
additional tag as shown.

7. On the module toolbar, click to return to the first page of the multi-tag
specification sheet.
8. Click to save the specification.
9. When done, on the main toolbar, click .



Task 6 — Creating a Customized Specification Sheet
Now you will learn how to modify and customize your specification sheets to suit
your needs. Note that you will not be using InfoMaker to do this.

Create a Customized Page
You will now customize a new page called Modified Flow Element, change and
move some headers and their associated data fields. You will switch the location of
two fields — Line Size and Line Schedule.

1. On the module toolbar, click to open the Page Editor.
2. On the Page Editor module toolbar, click .
3. Under the Specification Page column, select Orifice Plate and click OK.
4. On the module toolbar, click to open the Edit Columns and Headers floating
toolbar.
5. On the specification page, double-click the Line Size header.
The Edit Text dialog box opens.
6. Under Name, highlight Line Size and type Line Schedule over the displayed
text.

7. Click OK.



Tip
• If necessary, select the header box and drag the right edge to make it
wider so that it can accommodate the longer text.
8. Repeat steps 4 through 7 to swap the text of the Line Size and Line Schedule
headers.
On the Edit Columns and Headers toolbar, the actual data fields that are
associated with the headers are on the left side of the spec page.
9. Switch the data fields belonging to Line Size and Line Schedule as follows:
a) Drag the Edit Columns and Headers toolbar to a suitable place on the screen
so that you can see most of the screen.
b) Click the line_size data field.
c) Click to display the Column Position pop-up window showing the
position of the line_size data field.

d) Make a note of the X value and then use the spinner or type a new value to
move the line_size data field to another place on the form.
e) Move the line_uom data field in the same way.
f) Select the line_sched data field and change its X value to the original value
for the line_size data field so that it takes its former position.
g) Move the line_size data field to where the line_sched data field was before
you moved it.
h) Move the line_uom data field to the right of the line_size data field.
i) When done, click again to close the Column Position pop-up window.

10. Click in the Edit Columns and Headers floating toolbar to close it.
11. Click to exit the edit mode.
12. Click on the module toolbar to save the modified page.



13. On the Save Specification Page dialog box, click New to open the Page
Definition Properties window, and then type values as shown.

14. Click OK to create the new page.
15. Click OK to close the Save Specification Page dialog box.

Create a Form Containing the Modified Flow Element Page
1. Switch to the Specifications Module window.
3. On the Form Editor module toolbar, click .
4. On the Select Specification Page dialog box, highlight the Modified Flow
Element page and click OK.
5. Click Save as Form .
6. On the Specification Form Details dialog box, enter information as shown.

7. Click OK on the Select Specification Page dialog box to save the new form.



Create and Print a Specification Sheet for Flow Orifices Based on Your
Custom Form
1. Switch to the Specifications Module window.
b) Under Entity number, type 101-FE -201.

Tip
d) Click OK.
4. On the New Specification dialog box, do the following:
a) Select Create new specification.
b) In the Document Number text box, type 101-FE-201.
c) Click OK.
The specification sheet opens.
6. Edit the specification sheet data as you require.
Note the positions of the Line Schedule and Line Size fields.
7. Click when completed.
8. Click to send a printout of the specification sheet to your printer.
9. When done, on the main toolbar, click to close the specification sheet.



Task 7 — Specification Sheet Revisions
During the life-cycle of a plant, you will probably make changes to specification
sheets for any one of a number of reasons; for example, an instrument manufacturer
may change some of the characteristics of an instrument, the process conditions may
change, or you may just want to add a note explaining the conditions under which the
instrument will operate. The revision feature is used to keep track of these changes.

Note
• You can view previous versions of the specification sheets that were
revised. Prior to this, you must activate the revision archiving option in
the Administration module. With this option, you can save the
specification sheets with associated data to the database or to an external
file. For complete instructions on how to set up and view revision
archives, refer to SmartPlant Instrumentation User’s Guide, Specifications
Module.

Add Revision Data to Specification Sheets
1. Open the specification sheet for tag 101-FE-100.
2. Click to open the Revisions dialog box.
3. Enter revision data as follows:
a) Select Revision method 0,1,2… and click New.

Tip
• When you first select a revision numbering method, several options
are available to you, including preliminary revisions (designated by
P0, P1, P2…). Once you select one of the other revision methods, you
will not be able to return to the preliminary revision method and this
option will be disabled.
b) In the By field, type your initials.
c) In the Description field, type For Design.
4. If necessary, delete any previous revisions that are no longer needed as follows:
a) Select the revision you want to delete.
b) Click Delete.
c) Repeat steps a) and b) for each revision you want to delete.
5. When completed, click OK.
You are returned to the specification sheet.
6. Make changes as desired to the specification sheet and add another revision.



8. Click .
9. Repeat the above procedure to create revisions for the specification sheets for tags
101-FT-100 and 101-FV-100, so that on completion, the last revisions for each
specification sheet are as shown in the table.
Tag Revision Method Last Revision
101-FE -100 P0, P1, P2… P1
101-FT -100 0, 1, 2… 1
101-FV -100 A, B, C… A

Make Global Revisions for Specification Sheets
Sometimes, when you make a change in the specification sheet of a particular
instrument, you will want to create a formal revision indicating when the change was
made, who made the change, and who approved it. In other cases, the specifications
of a whole class of instruments may have changed. When this happens, you will
probably want to revise a complete set of specification sheets. For this purpose, the
global revisions option is available.
1. With the Specifications Module window displayed, on the Tools menu, click
Global Revisions.
2. On the Global Revisions dialog box, click the Settings tab, and from the Activity
list, select Upgrade revision.
3. Enter the required revision numbering criteria to be used as the default in all the
newly created revisions as follows:
a) From the Initial revision numbering method list, select method P0
(preliminary revision numbering). This method will be used for specification
sheets that have no previous revisions.
b) Select the options to change the revision numbering type for all selected
specification sheets that have preliminary revisions (revision numbering P1,
P2, and so forth). To do this, select the Switch to another numbering
method check box, and from the Continue numbering using list, select
method A (alphabetic revision numbering).

Tip
• Revision numbering for other specification sheets will be based on the
existing numbering method, and will be incremented from the previous
revision.



4. Complete the information for the other fields on the Settings tab (Revised by,
Revision Date, and so forth) as desired, so that it appears similar to that shown.

5. Click the Specifications tab.
6. Select the check box Display only in lowest plant hierarchy level item.



The software filters the list of tag specification sheets to reflect the selection.

7. Select the following specification sheets (while holding down Ctrl):
• 101-FE-100 (last revision number P1).
• 101-FT-100 (last revision number 1).
• 101-FV-100 (last revision number A).
• 101-FE-201 (no last revision).
8. Click Apply.
The software applies revision upgrades to the selected specification sheets. A
progress bar indicates the percentage completion of the process.
9. Click Refresh to update the data.
Note the following new revision numbers for the selected specification sheets:
• 101-FE-100 (last revision number P1; new revision number A).
• 101-FT-100 (last revision number 1; new revision number 2).
• 101-FV-100 (last revision number A; new revision number B).
• 101-FE-201 (no last revision; new revision number P0).
10. Repeat steps 7 – 9 twice for the same four specification sheets.



The following revision numbers should appear for the two revisions:
• 101-FE-100 (last revision number A; new revision numbers B, C).
• 101-FT-100 (last revision number 2; new revision numbers 3, 4).
• 101-FV-100 (last revision number B; new revision numbers C, D).
• 101-FE-201 (last revision number P0; new revision numbers A, B).
Now try some examples for yourself for other single-item specifications using
different revision numbering criteria (see the procedure in step 3 above).

Delete Revisions Globally
You can delete revisions for selected specification sheets. Two global deletion
options are available — deletion of all revisions or deletion of the last revision for the
selection.
1. On the Tools menu, click Global Revisions.
2. On the Global Revisions dialog box, click the Settings tab, and from the Activity
list, select Delete revisions.
Tip
• This option specifies the deletion of all revisions for the selected
specification sheets.
3. Click the Specifications tab.
4. Select the check box Display only in lowest plant hierarchy level item.
The software filters the list of tag specification sheets to reflect the selection.
5. Select specification sheet 101-FV-100.
6. Click Apply.
7. Click Yes when prompted to continue with the deletion.
A progress bar indicates the percentage completion of the deletion.
8. Click Refresh to update the screen.
Note that the software deletes all revisions from specification sheet 101-FV-100
(the Last Rev. field is empty).
9. Click the Settings tab.
10. Click Delete last revision to delete only the last revision for each of the selected
specification sheets.
11. Repeat steps 3 – 8 for specification sheet 101-FE-201.
The value A should appear in the Last Rev. field.
12. Repeat steps 3 – 8 again for specification sheet 101-FV-201.


Managing Documents
SmartPlant instrumentation enables you to gather documents and maintain them
together as a document package. You create and manage packages in the Document
Binder module. Each collection of documents is known as a binder package, and
there are two types of binder packages that you can create — Specification Binder
packages, which can contain specification sheets only, and General Document Binder
packages, which can contain various types of documents, including specification
sheets. You can group documents according to any criteria you require, for example,
instruments associated with a particular vendor, location, plant design phase, and so
forth. Note that a given specification sheet may only be assigned to one Specification
Binder package or to multiple General Document Binder packages, but not to both.

In this part of the tutorial, you will:

• Create a Specification Binder package for control valves that you defined
previously.
• Create a form note template, and add a form note based on that template.
• Add a General Note to the Specification Binder package.
• Modify specification sheets in the Specification Binder package and add
revisions in the Document Binder module.
• Print documents for the Specification Binder package.
• Create a General Document Binder package for calibration reports.

• To open the Document Binder module, do one of the following:
• On the Modules menu, click Document Binder.

Task 1 — Creating a Specification Binder Package

Create a Specification Binder Package
1. Select the Binder Packages icon at the top of the tree view.
2. Right-click the icon and on the shortcut menu, click New Binder Package.
The Binder Package Properties (New) dialog box opens.
3. Under Binder package type, select Specification binder.


Managing Documents

4. Enter a binder package name and description as shown.

5. Click OK.
The software automatically creates a document hierarchy for the Specification
Binder package with the right pane displaying the column headers for the
documents included in the binder package.

Currently, the columns are empty because you have not assigned any documents to
the binder package. In the next part of this task, you will assign specification sheets
for some of the instrument tags you already created. Later, you will add other
documents.


Managing Documents

Assign Specification Sheets to the Binder Package
You are now going to assign a number of specification sheets to the instrument tags
you created based on Form No. 1 (control valves).
1. If necessary, expand the folder Demo, Specification Binder Package - CV.
2. Right-click the Specification Sheets folder.
3. On the shortcut menu, click Assign Specification.
The Find Entities dialog box opens, where you can search for the desired tags.
4. In the Form Number list, select 1 (Control Valve) and click Find.

Tip
• Depending on which tags you created in the Instrument Index module,
the list of tags that appear on your screen may differ from those shown
above.
5. From the list, select all the retrieved tags for inclusion in the binder package and
click OK.
The list of tags appears under the Specification Sheets folder for the binder
package.


Managing Documents

6. In the Hierarchy tree view, click the Instrument Specification List and
Specification Sheets folders and view the information displayed in the right pane
of the window.
Note
• The specification list is a cover sheet with instrument tag data for all the
specification sheets included in the binder package. You can also
configure the layout and the fields to be displayed using the Preferences
window for the Document Binder module (see the SmartPlant
Instrumentation User’s Guide, Document Binder for further details).

Task 2 — Creating Form Notes and General Notes
You can add two types of notes to a binder package. The following examples include
both.

• Form Notes — These are user notes that you assign for specification
sheets based on a particular form. While there is no limit to the number of
notes that you can add per form, at least one specification sheet associated
with that form must exist in the binder package.
• General Notes — General notes provide means of adding user comments
that are associated with the whole binder package.

Create a Form Note Template
A form note template provides a convenient means of creating standard text that can
be used in a large number of form notes, each of which can then be edited specifically
as required.
1. On the Actions menu, click Form Note Templates.
The Form Note Templates dialog box opens.


Managing Documents

2. Click New to open the New Note Template dialog box.
3. Enter the following template definitions:
a) From the Form list, select Form No. 1 (Control Valve).

The text Control Valve, 1 (the form name) appears in the Template field.
b) Under Description, type text as shown.

4. Click OK.
You are returned to the Form Note Templates dialog box and the template
appears in the list.

5. Select the row for the template you just created and click Edit Text.
The Form Note Templates dialog box closes and the note editor window opens.
6. In the note pane, type text as shown.


Managing Documents

7. On the module toolbar, click to save the note you just typed in the template.
8. Click to close the note editor and return to the Document Binder window.

Create a Form Note from the Template
You will now add a form note for the control valves that you have included in the
binder package. You will use the template you just created as a basis for the note,
which you will edit by adding more text.
1. Right-click the Form Notes folder.
2. On the shortcut menu, click New Form Note.
3. On the New Form Note dialog box, enter a name and description for the form
note as follows:
a) From the Form list, select 1 (Control Valve).

Tip
• In this case, because all the specification sheets that you assigned to
the binder package use only form number 1, this is the only form that
appears in the list.
b) From the Template list, select Control Valve, 1 (the template you created for
the selected form).

The dialog box should appear as shown, with the Name and Description
fields automatically filled with the template name and description.

4. Click OK.
The Note Editor window opens. The note text that was entered for the template
appears by default in the note field.
5. Make changes as shown to the note name, the description, and the note text itself
as shown in the example.


Managing Documents

7. Click to close the note editor and return to the main window.

Add a General Note to the Binder Package
General notes are used for your comments relating to the binder package as a whole,
and, unlike form notes, do not require specification sheets to be assigned to the binder
package.
1. Right-click the General Notes folder.
2. On the shortcut menu, click New General Note.
The Note Editor window opens.
3. Type a note name, description, and the note text as shown.

5. Click to close the note editor and return to the main window.


Managing Documents

Task 3 — Editing and Revising Specification Sheets from
the Binder Package
Using the Document Binder module, you can open specification sheets directly for
editing, perform a collective update for the documents in a binder package and assign
the same revision number to all.

Edit Specification Sheets
In this part of the task, you will edit two of the specification sheets that you assigned
to the binder package.
1. In the Hierarchy tree view, click the Specification Sheets folder.
2. In the right pane, double-click tag number 101-FV-100 to open its specification
sheet in the Specifications module.
3. Scroll the sheet to line #18 (Flow Rate) and in the @Norm. Flow field, type 29
and ensure that the selected units are Am3/h.
4. On the module toolbar, click to save your changes.
5. On the main toolbar, click to close the specification sheet and return to the
Document Binder module.
6. Repeat steps 2 – 5 to modify the specification sheet for tag number 101-LV-201
by editing line #2 (Service).
7. Select the Specification Sheets folder and view the information displayed in the
right pane.
The Changed column in the right pane displays Yes for specification sheets that
have not been assigned to a binder package before. It also displays Yes when a
specification sheet has been modified prior to a revision. This indicates that the
specification sheet revision number will be incremented the next time you revise
the binder package.

Revise a Binder Package for the First Time
A feature of binder packages is that you perform revisions for the binder package as a
whole, rather than for the individual specification sheets. For this reason, once you
assign a specification sheet to a binder package, you may only perform revisions from
the Document Binder module. You are now going to issue a new revision for the
binder package.
1. Right-click the binder package folder Demo, Specification Binder Package -
CV.
2. On the shortcut menu, click Revisions.


Managing Documents

The Revisions dialog box opens.
3. Select revision method P0, P1, P2… and click New.
4. In the Description field, type First revision in Document Binder.
5. Click OK.
The software compresses and saves the data to the database.
6. On the Actions menu, click Refresh, and select the Specification Sheets folder.
7. In the right pane, move the scroll bar to view the Changed column and verify that
the value for each of the specification sheets is No. This indicates that the binder
package was revised and that no further changes were made to the specification
sheets since that revision (for further details, see the SmartPlant Instrumentation
User’s Guide, Document Binder, Notification of Specification Sheet Changes).
8. Expand the Specification Sheets folder and select each tag number in turn. In the
right pane, verify that the revision details appear in the appropriate columns.
Tip
• The first time you perform a revision on a binder package, the
software increments the revision number for all the specification
sheets. On subsequent revisions, the software only increments
revision numbers for which the Changed column value is Yes.
9. To view the revisions that were added to the 101-FV-100 specification sheet,
open the specification sheet for this instrument in the Specifications module and
click .

Make Subsequent Changes and Revisions for a Binder Package
You will now modify the same two specification sheets as in the previous objective
and then revise the binder package.

Note
• From now on, you can view any performed changes in the Change
Summary Report.
1. Edit the specification sheet for tag number 101-FV-100 once more (making the
changes in the same field that you have previously changed) and click .


Managing Documents

The following dialog box appears.

2. Select Mark this item as changed to set the value of the Changed column in the
Document Binder module to Yes for the specification sheet, indicating that the
software will increment its revision number the next time you revise the binder
package.
3. On the main toolbar, click to close the specification sheet and return to the
Document Binder module.
4. Repeat steps 1 and 2 for tag 101-LV-201.
5. Select the Specification Sheets folder and view the values in the Changed
column in the right pane.
The display should appear as shown.

Note that the value in the Changed column for the modified specification sheets
is now Yes.
6. Double-click the Change Summary Report folder.
Tip
• The Change Summary Report compares between a specification
sheet and the sheet of the last saved binder package revision. The
comparison is performed between values in the specification sheet
fields that were modified.
Next you will revise the binder package in order to increment the revision numbers of
the specification sheets whose data was changed.
7. Create a new revision in the Document Binder module for your binder package.


Managing Documents

Note that the revision numbers in the Revision column have changed for the two
modified specification sheets, and that all the values in the Changed column have
been reset to No.

8. Double-click the Change Summary Report folder.
The Change Summary Report is empty because no changes were made to the
specification sheets since the last binder package revision.

Task 4 — Printing Documents for a Specific Revision
You have already viewed the Change Summary Report for a working issue of the
binder package. In this task, you will select a particular revision and select several of
the documents associate with that revision to print. Your selection will include a
Change Summary Report showing details of the changes that you made to the
specification sheets since the last binder package revision.

Print Documents for a Particular Revision
1. Right-click the binder package folder Demo, Specification Binder Package -
CV.
2. On the shortcut menu, click Print.
The Print dialog box opens.
3. Make the following selections:
a) In the Select revision group box, select Formal issue.
b) From the Revision list, select P1.

This will enable you to display a Change Summary Report for changes that
occurred between Revisions P0 and P1.
c) Under Print what, select Selected documents to be able to select which of
the documents in the binder package you want to print.


Managing Documents


d) Click OK.
4. On the Select Documents dialog box, select the documents as shown and click
OK.

5. In the Print Preview window, click until the Change Summary Report
appears (your values may differ from the ones shown according to the changes
that you made).


Managing Documents

6. Click to print out the report.

Task 5 — Creating a General Document Binder Package
In this task, you are going to create a new package of the type General Document
Binder. In this package, you will add some calculation reports and associate an
external document. You can then add a revision to the General Document Binder
package.

Create a General Document Binder Package
1. Select the Binder Packages icon at the top of the tree view.
2. Right-click the icon and on the shortcut menu, click New Binder Package.
The Binder Package Properties (New) dialog box opens.
3. Under Binder package type, select General Document binder.
4. Enter a binder package name and description as shown.


Managing Documents

5. Click OK.
The software automatically creates a document hierarchy for the General
Document Binder package with the right pane displaying the column headers for
the documents included in the binder package.

Add Calculation Reports to the Document Binder Package
1. On the module toolbar, click to open the Document Explorer window.
2. Expand the Document by Document Type folder.

3. Scroll down and select Calculation Reports.


Managing Documents

4. Expand the tree to display the available calculation reports as shown.

Tip
• Depending on the tags on which you performed calculations in the
Calculation module, the list of sheets that appear on your screen may
differ from those shown above.
5. In the Document Explorer window, select document 101-FE -100/CL and drag
it to the Documents folder in the Calculations, Result Sheets General Document
Binder package that you created.
6. Repeat the previous steps to add calculation sheet 101-FV -100/CL to the
Calculations, Result Sheets binder package.

Assign External Documents to the Document Binder Package
1. In the Hierarchy tree view, expand the binder package folder Calculations,
Result Sheets.
2. Right-click the External Documents folder, and on the shortcut menu, click
Associate External Documents.
3. On the dialog box that opens, from the Files of type list, select Document Files.
4. Navigate to a file with extension .txt, .pdf, or .doc.
5. Select the file and click Open.


Managing Documents

6. Expand the External Documents folder and right-click the document that you
have just added.
7. On the shortcut menu, click Open.
The document opens in the appropriate program.

Revise the General Document Binder Package
1. Right-click the binder package folder Calculations, Result Sheets.
2. On the shortcut menu, click Revisions.
The Revisions dialog box opens.
3. Select revision method P0, P1, P2… and click New.
4. In the Description field, type First revision in General Document Binder.
5. Click OK.
6. On the Actions menu, click Refresh, and select the Documents folder.
7. Expand the Documents folder and select the Calculation Reports folder.
8. Expand the Calculation Reports folder and select each report in turn. In the
right pane, verify that the revision details appear in the appropriate columns.
9. If desired, you can print the reports.


Performing Wiring Operations
Now you are going to learn how to create the necessary panels and cables and make
the connections for the control loops. The diagram below is an example of a wiring
scheme.

Caution
• Make sure that in the Domain Administration chapter of the Tutorial,
under Task 3 (Creating the Plant Hierarchy ), in the Create a Plant
Hierarchy procedure, you cleared the Do not propagate wire tag names
checkbox.

Task 1 — Overview

Understand Concepts and Presentation of Panel and Cable Wiring
You can create all your panel and cable wiring from the Domain Explorer, which
opens automatically after starting SmartPlant Instrumentation. If for some reason the
Domain Explorer is not running, press F7 to open it. Since it is possible to perform
most wiring operations from the Domain Explorer, you do not need to start the
Wiring module at this time.

Let us now examine how SmartPlant Instrumentation arranges the wiring entities in
the Domain Explorer.

Panels and their sub-entities are arranged in the tree view of the Domain Explorer
according to panel location and panel category. Therefore, you can find the same
panel and its sub-entities in both the Panel by Location and Panel by Category
folders of the Domain Explorer.

Panels are classified according to their category. Click the Panel by Category folder
to display the various panel category folders. These folders will hold all your panels
and their categories. You cannot delete these folders, nor can you create new ones.



Note that each panel category is represented by a particular icon to make it easily
recognizable. The panel categories are as shown.

— Junction box

— Plug-and-socket junction box

— Marshaling rack

— Cabinet

— Device panel

— Plug-and-socket device panel

— DCS (Distributed Control System) cabinet

— PLC (Programmable Logical Controller) cabinet

1. In the Domain Explorer, click Panels by Category > Device Panels.
2. Select a device panel.
3. Click the device panel to display the existing sub-entities. Currently the next sub-
entity is a terminal strip.
4. Click the terminal strip to expand it to display its sub-entities.
Note
• The Telecom Panels folder contains a separate group of panels that are
specific to Telecom only. These panels are not dealt with in this tutorial.

Panels by Category Hierarchy
Panels can contain a whole range of sub-entities. These sub-entities can be terminal
strips, racks, wiring equipment, and so forth. There is a lot of flexibility in creating a
panel hierarchy. There is no rigid structure like “panel – terminal strip – terminal”
that limits your wiring design. You can create various wiring structures as you
require. To create a new panel, right-click the Panels by Category folder, click New
followed by a suitable command on the sub-menu. In our example, we have three
types of panels (a junction box, a marshaling rack, and a DCS). We will make use of
the following structures as shown.



For the junction box and marshalling rack:

For the DCS panel:

Cable Hierarchy
Cables are arranged in the Cables folder. Cross wiring cables are arranged in the
Cross Cables folder. To create a new cable, right-click the Cables folder, click New
followed by a suitable command on the sub-menu. You can create various sub-
entities under cables. Here is one possible structure:



Task 2 — Creating Reference Panels
Reference entities are typical wiring configurations that you can use for rapid creation
of various wiring entities. You use the Reference Explorer to create and manage all
your reference entities.

We strongly recommend that you create as many reference entities in the Reference
Explorer as possible. Try to create a reference entity for each possible configuration
that you may have in your domain. You can then drag this reference entity from the
Reference Explorer to the Domain Explorer and thus create the entity that you
require on the fly.

Create Reference Junction Boxes and Terminal Strips
1. Press F8 to open the Reference Explorer.
2. Click the Panels folder.
3. Right-click the Junction Boxes folder, and on the shortcut menu, click New >
Junction Box (Generic).
4. Complete the information in the Junction Box dialog box as follows.

5. Click OK.
6. To view the new junction box in the Reference Explorer, expand the Junction
Boxes folder by clicking it.



7. To add a terminal strip, right-click the new junction box and on the shortcut
menu, click New > Terminal Strip.
8. On the Strip Terminal Configuration dialog box, click New.
9. On the Terminals in Pattern dialog box, enter 3 and click OK.

10. Enter information for the new strip configuration as shown.

11. Click Save to save the configuration, then click Create to create the terminal
strip.
12. On the Terminal Strip Properties dialog box, click in the Terminal strip field
and name the terminal strip 16 inst+ind. shield and then click OK.



Edit Terminals
1. In the Reference Explorer, expand Panel 16 INSTRUMENTS WITH I/S.

2. Scroll down to the third terminal of the terminal strip (the one labeled ‘1SH’) and
select it.
3. Right-click this terminal and then on the shortcut menu, click Properties.
4. In the Terminal field, change 1SH to 1sh.



5. Click OK and observe the change in the Reference Explorer.
6. Now change the value back to 1SH again.
Note
• Terminal colors are not shown in the Domain Explorer and Reference
Explorer. You will see them later when you open the Connection
window.

Create a Reference Marshaling Rack
3. Right-click the Marshaling Racks folder, and on the shortcut menu, click New >
Marshaling Rack.
4. On the Marshaling Rack Properties dialog box, type TYPICAL
MARSHALING (you can leave the remaining fields blank).

5. Click OK to create this marshaling rack.



Task 3 — Creating Terminal Strips with a Marshaling Rack
You will now create the following terminal strips within this marshaling rack:

• JB SIDE-1 and JB SIDE-2 to accommodate your junction box cables
(field side).
• DCS SIDE-AI to accommodate your DCS side cable containing analog
input signals (DCS side).
• DCS SIDE-AO to accommodate your DCS side cable containing analog
output signals.

Create JB SIDE-1
3. Right-click Marshaling Rack TYPICAL MARSHALING, and on the shortcut
menu click New > Terminal Strip.
4. On the Strip Terminal Configuration dialog box, select the configuration 2
TERMINALS + SHIELD (this is the same configuration you used for the
junction box).
5. Click Create to open the Terminal Strip Properties dialog box.
6. Complete the Terminal Strip Properties dialog box as shown.

7. Click OK to return to the Strip Terminal Configuration dialog box.



8. In the Reference Explorer, expand the Marshaling Rack TYPICAL
MARSHALING to view the newly created terminal strip.

Create Strip JB SIDE-2 by Duplicating JB SIDE-1
1. In the Reference Explorer, right-click JB SIDE-1.
2. On the shortcut menu, click Duplicate.
3. On the Terminal Strip Properties dialog box, change the terminal strip name to
JB SIDE-2.
Tip
• Observe that the value of the sequence is 2.
4. Click OK to accept the new values and close the dialog box.

Create DCS Side Terminal Strip DCS SIDE - AI
You will now create DCS side terminal strips that correspond to analog input cards
and analog output cards.
1. In the Reference Explorer, right-click Marshaling Rack TYPICAL
MARSHALING, and on the shortcut menu click New > Terminal Strip.
The Strip Terminal Configuration dialog box opens. You will now create a
new terminal configuration and a new terminal strip.
2. Click New and on the Terminals in Pattern dialog box, enter 3.
3. Click OK.



4. On the Strip Terminal Configuration dialog box, enter all the values as shown.

5. Click Save.
6. Click Create to open the Terminal Strip Properties dialog box where you create
the new terminal strip.
7. On the Terminal Strip Properties dialog box, under Terminal strip, type DCS
SIDE-AI and click OK.
Terminal Strip DCS SIDE-AI now appears in the Reference Explorer under
Marshaling Rack TYPICAL MARSHALING.
8. Click Terminal Strip DCS SIDE-AI to view your strip terminals.

Create DCS Side Terminal Strip DCS SIDE-AO by Duplicating JB SIDE-1
1. In the Reference Explorer, expand the hierarchy
Panels > Marshaling Racks > TYPICAL MARSHALING.
2. Right-click Terminal Strip JB SIDE-1 and then on the shortcut menu, click
Duplicate.
3. On the Terminal Strip Properties dialog box, change the terminal strip name to
DCS SIDE-AO.
4. Click OK.
Terminal Strip DCS SIDE-AO now appears in the Reference Explorer under
Marshaling Rack TYPICAL MARSHALING.
5. Expand DCS SIDE-AO as we want to have a 4-channel AO terminal strip.
a) You will now delete the surplus terminals in Terminal Strip DCS SIDE-AO.



b) In the Entities pane, select Terminal 5+ and while holding down Shift, select
Terminal 16SH; this action selects all the terminals between 5+ and 16SH.
c) Right-click the selected terminals and select Delete on the shortcut menu.
6. At the following prompt, click Yes to confirm the deletion.

Only 12 terminals (from 1+ to 4SH) now remain in Terminal Strip DCS SIDE-
AO.
Note
• The same result can be achieved by creating a new terminal strip
configuration using the New > Terminal Strip command on the shortcut
menu.
You have now completed the creation of Marshaling Rack TYPICAL
MARSHALING with its internal terminal strip.

Task 4 — Creating a Reference DCS Panel
You will now create a DCS panel that contains 3 racks. The first one will contain one
analog input card and one analog output card.

Create a Reference DCS Panel
3. Right-click the DCS Panels folder and then on the shortcut menu, click New >
DCS Panel.
4. On the Distributed Control System (DCS) Properties dialog box, under Panel
type DCS-1.



5. Under Maximum number of racks, enter 10.

6. Click OK.



Create a Rack in the New Reference DCS Panel
1. In the Reference Explorer, right-click the new DCS-1 cabinet.
2. On the shortcut menu, click New > Rack.
3. On the Rack Properties dialog box, enter the information as shown.

4. Click Slots.
5. On the Batch Slot Creation dialog box, under Number of slots, type 10.
6. Under Start from number, type 1.
7. Under Incremented by, type 1.



8. Click OK to return to the Rack Properties dialog box. Note that there are now
10 slots defined in the new rack.

9. Click OK to close the Rack Properties dialog box.

Create Two Additional Racks in the New Reference DCS Panel
Create two more racks in the DCS-1 panel by duplicating the new rack that you just
created. Name the new racks File Number 2 and File Number 3. Make sure that the
new racks have ten slots each. After creating the new racks, the hierarchy of DCS-1
should appear as shown.



Create an Analog Input I/O Card Within the New Reference DCS Panel
After creating the required racks and slots in the new reference DCS panel, you can
now create an analog input I/O card.
1. In the Reference Explorer, click the DCS-1 panel to display all its sub-entities.
2. Right-click slot 1 under File Number 1 and then on the shortcut menu, click New
> I/O Card.
3. On the New Wiring Equipment dialog box, type the new I/O card name 8
CHANNEL A/I CARD.

4. Click OK.
5. On the Wiring Equipment Properties – I/O Card dialog box, enter values for
the I/O card properties as shown.



6. Click the Control System tab and for the system I/O type, select AI.

7. Click OK to accept all the values and close the Wiring Equipment Properties –
I/O Card dialog box.

Create a Terminal Strip with I/O Channels
1. In the Reference Explorer, expand the hierarchy DCS-1 > File number 1 > 1
(slot).
2. Right-click I/O Card 8 CHANNEL A/I CARD, and then on the shortcut menu
click New > Terminal Strip.
3. On the Strip Terminal Configuration dialog box, from the Configuration name
list, select 8 CHANNELS A/I.
4. Click Edit.



5. Change the configuration as shown.

6. Click Save.
7. Click Create and then define the new terminal strip as shown.

8. Click OK.



Create an Analog Output I/O Card and a 4-Channel Terminal Strip Within
the New Reference DCS Panel
After creating the required racks and slots in the new reference DCS panel, you can
now create an analog input I/O card.
1. In the Reference Explorer, expand the panel DCS-1 to display all its sub-entities.
2. Right-click Slot 2 under File Number 1 and then on the shortcut menu, click
New > I/O Card.
3. On the New Wiring Equipment dialog box, type the new I/O card name
4 CHANNEL A/O CARD and click OK.
4. On the Wiring Equipment Properties – I/O Card dialog box, on the General
tab, accept the I/O card name.
5. Click the Control System tab and from the System I/O type list, select A/O.
6. Click OK to complete the creation of the new I/O card.
7. Right-click the new I/O card 4 CHANNEL A/O CARD and on the shortcut
8. On the Strip Terminal Configuration dialog box, click New.
9. On the Terminals in Pattern dialog box, enter 3.
10. Create a configuration with definitions as shown.

11. Click Save and then Create.
12. On the Terminal Strip Properties dialog box, under Terminal strip, type TS 4
CHANNELS and click OK.



Task 5 — Copying the Reference Panels to the Domain
Manager
You will now make use of the reference panels in your plant.

Create a Plant Junction Box
1. Make sure that both the Domain Explorer and the Reference Explorer are open.
(Press F7 to open the Domain Explorer and F8 to open the Reference
Explorer.)
2. In the Domain Explorer, expand the Panels by Category folder to display the
Junction Boxes folder.
3. In the Reference Explorer, expand the Panels folder.
4. Expand the Junction Boxes folder and then click Junction Box 16
INSTRUMENTS WITH I/S.
5. Drag this junction box to the Junction Boxes folder under the Panels by
Category folder in the Domain Explorer.
Note
• When you release the mouse button to drop the junction box in the
Domain Explorer, the software opens the Junction Box Properties
dialog box.

6. On the Junction Box Properties dialog box, in the Panel field, type 101-JB-
DCS-001 and click OK to close the dialog box.
7. In the Domain Explorer, expand Junction Box 101-JB-DCS-001. Note that it
contains the same sub-entities as in the junction box that you created in the
Reference Explorer.
8. Right-click Terminal Strip 16 inst+ind. shield, and select Properties on the
shortcut menu to open the Terminal Strip Properties dialog box.
9. In the Terminal strip field, type TS-1 over the existing name and click OK.



The renamed Terminal Strip appears in the Domain Explorer as shown.

Create a Plant Marshaling Rack
1. Based on the previous procedure, copy the reference marshaling rack TYPICAL
MARSHALING to the Marshaling Racks folder under the Panels by Category
folder in the Domain Explorer.
2. On the Marshaling Rack Properties dialog box, rename your plant marshaling
rack as 101-MR-DCS-001.

Rename the Terminal Strips in the Domain Explorer
1. Expand your new Marshaling Rack 101-MR-DCS-001 in the Domain Explorer
to display its terminal strips.
2. Right-click Terminal Strip DCS SIDE-AI and then click Properties on the
shortcut menu.
3. On the Terminal Strip Properties dialog box, under Terminal strip, type TP-1
over the existing name.
4. Click OK to save the new definitions and close the screen.



5. Repeat steps 2 through 4 to rename the rest of the terminal strips. Rename them
as follows.
Old Reference Terminal Strip Name New Plant Terminal Strip Name
DCS SIDE-AO TP-2
JB SIDE-1 FT-1
JB SIDE-2 FT-2

Copy Your DCS from the Reference Explorer to the Domain Explorer
1. Drag DCS-1 from the Reference Explorer to the DCS Panels folder in the
Domain Explorer.
2. Rename DCS-1 to 101-DCS-001.

Task 6 — Creating Reference Cables
You will now create your reference cables that will be later used in your plant. You
will create the following types of cable:

• Single-pair cable
• 16-pair with individual shields
Tip
• It is recommended that you create cables, sets and wires in the Reference
Explorer. Doing so enables you to create numerous plant cables on the
fly.

Create a Reference Single-Pair Cable
Note
• You will find a variety of reference cables in your Reference Explorer.
These cables are supplied as part of the basic system with SmartPlant
Instrumentation.
As you remember, you have already used a single-pair cable in your
instrument type profile to enable the system to automatically create field
device objects connected to a single-pair cable. Nevertheless, for tutorial
purposes, you will learn how to create reference cables.



The following steps are involved in the creation of a new cable:

• Add cable
• Select cable configuration
• Use configuration to create cable with its associated sets and wires

2. Right-click the Cables folder and then on the shortcut menu, click New > Cable.
3. On the Cable Configuration dialog box, click New to create a new cable
configuration.
4. On the New Cable Configuration dialog box that opens, enter data as shown.

5. Click OK to return to the Cable Configuration dialog box.
6. Complete the data as shown.

7. When completed, click Save.



8. Click Create to open the Cable Properties dialog box where you can create a
new cable.
9. In the Name field, type MY REF PAIR. In the Glands group box, you can
define some gland types by clicking next to the End 1 or End 2 list. You can
disregard all the other fields.

10. Click OK to close the Cable Properties dialog box.
11. View the cable-set-wire hierarchy in the Cables folder of the Reference
Explorer.

Create a 16-Pair Cable
You will now create a multi-pair cable for your junction box.
1. In the Reference Explorer, right-click the Cables folder and then on the shortcut
menu, click New > Cable.
2. On the Cable Configuration dialog box, click New to open the New Cable
Configuration dialog box.
3. Enter 16 as the total number of sets.
4. Select PAIR W/SHIELD from the Default cable set type list and click OK to
return to the Cable Configuration dialog box.
5. In the Cable Configuration field, type 16 PAIR W/SHIELD.
6. In the Cable Set field, type Pr 1 for the first cable set.



7. Continue to enter the pair numbering (Pr 2, Pr 3, and so forth) for all 16 cable
sets.
Tip
• You can use the standard Windows shortcut keys CTRL+C and
CTRL+V to save time when creating the values Pr 1, Pr 2, and so
forth.
8. To enter data for every cable set, do the following:
a) Select Cable Set Pr1.
b) Under the Cable set details group box, enter the wire tag, the wire color, and
the polarity.
c) Under Copy to all sets of current type, clear the Exclude wire tags check
box to copy the wire tag values for each cable set.
d) Click Apply.

The software copies the wire color, wire type, and polarity data to all the other
sets as shown.

9. Click Save.
10. Click Create.
11. In Cable Properties dialog box, in the Name field, type 16 PAIRS WITH I/S.
12. Click OK to close the Cable dialog box.



Create a Reference 8-Pair Cable and a 4-Pair Cable for Your DCS Analog
Input Card Connection
You will now create these two reference cables by populating the newly created 16-
pair cable.
1. In the Cables folder of the Reference Explorer, right-click Cable 16 PAIRS
WITH I/S.
2. Click Duplicate on the shortcut menu.
3. On the Cable Properties dialog box under Cable, type 8-PAIR CABLE.
4. Leave all the other fields empty and click OK.
5. In the Reference Explorer, select this newly created Cable 8-PAIR CABLE.
Tip
• You can also see all the existing cable sets in the Entities pane of the
Reference Explorer.
6. You will now delete the surplus cable sets in Cable 8-PAIR CABLE. Scroll
down to pair number 9 (Pr 9) and while holding down Shift, select pair number
16 (Pr 16) to select all the sets between Pr 9 and Pr 16.

7. Right-click the selected sets and on the shortcut menu, click Delete.
8. At the prompt, click Yes to confirm the deletion.
9. Duplicate 8-PAIR CABLE and rename the duplicated cable as 4-PAIR CABLE.
10. Delete the 4 surplus cable sets for 4-PAIR CABLE.
You have now completed creating all the reference cables required for the tutorial.
You will now copy the reference cables you created to the Cables folder in the
Domain Explorer.



Task 7 — Copying Reference Cables to the Plant

Copy Reference Cables with Sets and Wires
1. Make sure that both the Domain Explorer and the Reference Explorer are open.
(Press F7 to open the Domain Explorer and F8 to open the Reference
Explorer.)
2. In the Reference Explorer, expand the Cables folder.
3. Select Cable 16 PAIRS WITH I/S and drag it to the Cables folder in the
Domain Explorer.
4. On the Cable dialog box that opens, enter the cable data as shown.

Tip
• To select the cable color, cable type or gland and glands, click to
access the supporting table where you create the required item. This
item will then become available in the appropriate list.



6. Define Cable C-101-MR-DCS-001 as follows:
a) In the Reference Explorer, select 8-PAIR CABLE and drag it to the Cables
b) On the Cable Properties dialog box, enter the cable data as shown.

c) Click OK.
7. Define C-101-MR-DCS-002 as follows:
a) In the Reference Explorer, select 4-PAIR CABLE and drag it to the Cables
b) On the Cable Properties dialog box, enter the cable data as shown.



c) Click OK.

You have just completed creating all the cables required for this tutorial.

Task 8 — Making Connections
Caution
• Cables cannot be connected to terminal strips before the connection type is
defined. Terminal connection type defines how the wires are to be
connected to a terminal strip, which wire is connected to which terminal,
and so forth. Read the appropriate section in the Wiring module
documentation to learn about the connection type concept and how to
create your own connection types. For the purposes of this tutorial, we
will use SmartPlant Instrumentation predefined connection types to
connect our cables to the panels.
At this stage of the tutorial, you will connect the field wiring (the field instruments) to
the junction box. You will then connect the junction box to the field side of the
marshaling rack. Subsequently, you will assign I/O tags to DCS cards and connect
them to the DCS side of the marshaling rack. Once the sides are connected, you will
perform an internal cross wiring within the marshaling rack between the field side
terminals and the DCS side terminals.



In this set of procedures, you will make the wiring connections for three control loops
(101-F-100, 101-F-102, and 101-P-201). You will make the connections starting
from the field devices and working through to the DCS in the control room. In the
course of connecting the wires, you will observe how the software handles
propagation.

Connect Multi-Pair Cables to Junction Boxes
1. In the Domain Explorer, expand the Panels by Category folder and then the
Junction Boxes folder.
2. Right-click 101-JB-DCS-001 and on the shortcut menu, click Actions >
Connection.

3. Make sure that in the Terminal strip list, 101-JB-DCS-001, TS-1 is selected.
4. In the Domain Explorer, expand the Cables folder and select C-101-JB-DCS-
001/1.
5. Drag Cable C-101-JB-DCS-001/1 from the Domain Explorer to the first
terminal at the right side of the terminal strip.
Tip
• The cursor changes to a cable icon. When you release the mouse
button, the Cable Connection Definition dialog box opens.
6. Make sure the End 1option button (JB) has been selected (as you are dealing with
the junction box end of this cable.)
7. Select 3 in a row as connection type for Set 1 (Pr 1).
8. If prompted to apply to all sets, click Yes, or select the 3 in a row connection type
for each set in turn.
9. Select the Select all cable sets check box.




Tips
• The connection type determines the way in which the individual wires
in a cable set are connected, and how many terminals to leave
unconnected between the wires in adjacent sets.
• For a more comprehensive explanation of connection types, see
SmartPlant Instrumentation User Guide, Wiring Module.
10. Click Connect.
The status bar shows the progress as connections are made. The connections are
displayed in the Connection window as shown.



Filter the Cables in the Domain Explorer
1. Select the Cables folder in the Domain Explorer.
Tip
• You can keep the Connection window open.
2. Click the filter icon to open the Filter Definition - Cables dialog box.
You will set a filter that allows you to display only the available unconnected
field instrument cables.

3. Under Filter name, type Temporary Cable Filter and then click Advanced to
open the Advanced Filter Definition – Cables dialog box.
4. In the Connection criteria group box, select the Look for connections check
box and then set the filter as shown below.



5. Click OK.
6. Click OK on the Filter Definition - Cables dialog box and to accept the filter
condition.
The Cables folder in the Domain Explorer is now filtered.
7. Right-click the Cables folder and then on the shortcut menu, click Clear Filter.

Connecting Device Cables
There are two methods for connecting field device cables, both of which you will
learn:
• Individual connection (one by one).
• Batch connection.

Connect a Single Field Device to a Junction Box
1. With the Connection window open, select Cable C-101-FT-100 in the Cables
folder of the Domain Explorer. Drag the Domain Explorer to the right side of
the window for better viewing.
2. Drag Cable C-101-FT-100 from the Domain Explorer to the left side of
Terminal 1+ in the Connection window and drop it there.
3. On the Cable Connection Definition dialog box, select End 2 (the JB side) for
connection, select the Select all cable sets check box and use 3 in a row as the
connection type.




4. Click Connect to make the connection.
After the connection has been made, observe what happens in the Connection
window.

Note
• Wires for Cable C-101-FT-100 labeled SPARE before connection of the
field device take the names of the tag numbers of the instruments that have
been defined as field devices. This is an example of tag number signal.

Connect Field Instrument Cables in Batch Mode
In the previous objective, you have learned how to connect a single cable to the
junction box. Now we will show you how to connect multiple device cables in batch
mode. Let’s connect all the remaining “single” cables to the same junction box.
1. With the Connection – JB-DCS-001, TS-1 window open, on the Actions menu,
click Batch Connection to open the Batch Device Cable Connection window.
2. In the Domain Explorer, select the Cables folder.
3. In the Entities pane of the Domain Explorer, select Cable C-101-FT-102, hold
down Ctrl then scroll down the device cable list and select Cables C-101-FY-100
and C-101-PT-201. (Note that you can include any other cables that you have.)



4. Drag the selected device cables from the Entities pane of the Domain Explorer
to the data window of Batch Device Cable Connections.
5. For Cable C-101-FT-102, in the Connection Type column, select 3 in a row.
6. Click Yes if prompted to apply the connection type to all sets (except for shields).
7. Make sure that the following values appear in the Starting Terminal column.
Device Cable Starting Terminal
C-101-FT-102 2+
C-101-FY-100 3+
C-101-PT-201 12+
a) The window should now appear as shown.

8. On the Actions menu, click Connect to connect the selected device cables in
batch mode.
9. Minimize the Batch Device Cable Connections window.
10. In the Connection window, click on the module toolbar and observe that the
tag number signals have been propagated to the right side of the terminals.



11. In the Connection window, select the first wire on the left side of 101-FT-100 as
shown.

12. Click on the module toolbar to display the other side of the single cable.
The data display changes as follows.

13. Click again to return to the junction box connections.
14. With the first wire on the left side of 101-FT-100 still selected, click to display
the Point-to-Point Wiring Diagram.



Tip
• If the diagram script is too small and hard to read, increase the font
size or zoom the image as described in the following steps.
16. To increase the font size:
a) On the View menu, select Font Size.
b) Use the spinner to set the font size to 7 (seven).
c) Click OK.

Tip
• Try experimenting with different font sizes to see which suits you best.
17. To zoom the image:
a) On the module toolbar, click .
b) Click Custom, and in the adjacent field, type in 140%.
c) Click OK.

The image should appear similar to what is shown.

18. Click to print out the diagram if needed.
19. Click to close the Point-to-Point Wiring Diagram.
20. Click to close each Connection window.

Connect Field Side Wiring to a Marshaling Rack
1. In the Domain Explorer, right-click 101-MR-DCS-001, and on the shortcut
menu, click Actions > Connection.
2. Ensure that in the Terminal strip list, Terminal Strip 101-MR-DCS-001, FT-1 is
selected.
3. Drag Cable C-101-JB-DCS-001/1 from the Cables folder in the Domain
Explorer to the first terminal at the left side of the terminal strip.



4. On the Cable Connection Definition dialog box, see what happens when you
select End 1 (JB) to select the junction box side for connection.
Note that all the sets on cable end 1 are already connected, as indicated
by (screw heads) in the Side column. Let’s now see the other side.
5. Click the End 2 (MARSHALING) option button to select the marshaling rack
side.
6. From the Start at terminal list, select 1+ and select the Select all cable sets
check box.
7. Make sure that the connection type is 3 in a row for all sets.
8. Click Connect.
Observe that the tag numbers have been propagated up to the left side of the
terminals.
Tip
• Open the Point-to-Point Diagram again for the first wire named C-101-
FT-100. Notice the progress!
9. Click to close the Connection window.

Task 9 — DCS Management
Now that you have completed the required field wiring you are going to work on the
DCS side. You will perform I/O assignment, connect the I/O card to the marshaling
rack, and connect the input and output analog cables.

Assign I/Os to the DCS
DCS Panels folder.
2. Right-click 101-DCS-001, then on the shortcut menu, click Actions > I/O
Assignment.



Tip
• If the I/O Assignment Type dialog box opens, select the I/O
assignment option and click OK.

3. In the Assignment details pane, make sure that under I/O termination, 101-
DCS-001, File Number 1, 1, 8 CHANNEL A/I CARD, TS 8 CHANNELS is
displayed under I/O termination.
4. On the module toolbar, click to open the I/O Assignment Filter dialog box,
enter the settings below, and click OK.

The I/O Assignment window should be as shown.



5. Select Tag 101-FT-100 and drag it from the Tag list to Channel 1 in the
Assignment details pane.
6. On the Control System Tag Properties dialog box, over the displayed control
system tag name, type BFI100 and click OK.
The I/O assignment of Tag 101-FT-100 appears as shown.

7. Repeat the above steps to do the following:
a) Select Tag 101-FT-102, assign it to channel 2, and name its coupled Control
System Tag BFI102.
b) Select Tag 101-PT-201, assign it to channel 7, and name its coupled Control
System Tag BPI201.

The assignments should now appear as follows.



8. Now we will do it for the analog output Tag 101-FY-100. To do this, from the
I/O termination list in the Assignment details pane, select 4 CHANNEL A/O
CARD, TS 4 CHANNELS.
Note that tag number I/O type has changed to AO.
9. Assign Tag 101-FY-100 to channel 1 and name its coupled CS Tag BFY100.
10. Click to close the I/O Assignment window.
You have just completed the I/O assignment of both analog input and output cards.
Now you will connect the I/O cards to the marshaling rack, and connect the input and
output analog cables.

Connect the Analog Input Cable to the DCS Side
1. In the Domain Explorer, right-click 101-DCS-001, and on the shortcut menu,
click Actions > Connection.
2. Make sure that in the Terminal strip list, the following terminal and its parent
hierarchy is selected:
101-DCS-001, File Number 1, 1, 8 CHANEL A/I CARD. TS 8 CHANNELS
3. In the Cables folder of Domain Explorer, select Cable C-101-MR-DCS-001 and
drag it to the left side of Terminal 1+v.
4. On the Cable Connection Definition dialog box, click the End 1 (DCS) option
button to connect the first end of the cable.
5. Select the Select all cable sets check box and select 3 in a row as the connection
type for all the sets.



The Connection window now reopens displaying the cable connection to the DCS.

Tip
• The wires for Sets Pr 1, Pr 2, and Pr 7 include tag numbers because
you have already made I/O assignments for these tags. Scroll down to
Pr 7 and view the wire names.
7. Keep the Connection window open.

Connect the Analog Output Cable to the DCS Side
1. In the Connection window, from the Terminal strip list, select strip
101-DCS-001, File Number 1, 2, 4 CHANEL A/O CARD. TS 4 CHANNELS.
2. In the Cables folder of Domain Explorer, select cable C-101-MR-DCS-002 and
drag it to the left side of Terminal +1OUT.
3. On the Cable Connection Definition dialog box, select the End 1 (DCS) option
button to connect the first side of the cable.
4. Click the Select all cable sets check box and select 3 in a row as the connection



The Connection window now reopens where you can see the 101-FY-100 signal
propagation in accordance with the I/O assignment you made.


Connect the Analog Input and Output Cables to the Marshaling Rack Side
1. In the Domain Explorer, expand the Marshaling Racks folder and right-click
101-MR-DCS-001, then on the shortcut menu, click Actions > Connection.
2. In the Connection window, from the Terminal strip list, select strip
101-MR-DCS-001, TP-1.
drag it to the right side of Terminal 1+v.
4. On the Cable Connection Definition dialog box, make your selections as shown.



The Connection window now opens where you can see the signal propagation.
Use the horizontal scroll bar to see the wire, set, and cable values on the right side
of the terminals.

6. In the Connection window, from the Terminal strip list, select 101-MR-DCS-
001, TP-2.
drag it to the right side of Terminal 1+.
8. On the Cable Connection Definition dialog box, select the End 2
(MARSHALING) option button to connect the second side of the cable.
9. Click the Select all cable sets check box and select 3 in a row as the connection
10. Click Connect.



The Connection window should now display the propagated tag signal as
follows. Use the horizontal scroll bar to see the wire, set, and cable values on the
right side of the terminals.

11. In the Connection window, click Wire 101-FY-100 next to Terminal 1+ and then
click to open the Point-to-Point Wiring Diagram.

Note the wiring discontinuity at the marshaling rack, as the required wiring has
not yet been completed
12. Print out the Point-to-Point Wiring Diagram if needed and then click to close
it.



Task 10 — Cross-Wiring the Signals in the Marshaling Rack
As you have seen, there is wiring on both sides of Marshaling Rack 101-MR-DCS
001. On the field (left) side of the marshaling rack, Terminal Strip FT-1 is connected
to Junction Box 101-JB-DCS-001. The signals in this wiring segment are 101-FT-
100, 101-FT-102, 101-FY-100, and 101-PT-201.
On the DCS (right) side of the marshaling rack, there are two terminal strips — one
terminal strip (TP-1) for the analog inputs to the DCS of Tags 101-FT-100, 101-FT-
102, and PT-201, and the other terminal strip (TP-2) for the analog output FY-100.
The missing link is the cross wiring between these three terminal strips. You will
now connect them using the SmartPlant Instrumentation cross-wiring feature.

Cross Wire One Wire Manually
1. In the Domain Explorer, expand the Panels by Category -> Marshaling Racks
hierarchy and then select Marshaling Rack 101-MR-DCS-001.
2. Right-click the selected marshaling rack and then on the shortcut menu, click
Actions > Cross Wiring.
The Cross Wiring window opens.

3. Under Primary terminal strip, make sure that terminal strip 101-MR-DCS-001,
FT-1 is selected.
4. Under Primary auto cross-wiring side, select Right.



5. In the Primary Terminal Strip pane, select the first row (to the right of Signal
101-FT-100, Terminal 1+, Level 1)

6. On the module toolbar, click to find matching terminals and display them in
the Secondary Terminal Strip pane.
The matching terminal is indicated by the icon.

7. Select the matching terminal in the Secondary Terminal Strip pane.



A prompt appears, requesting your confirmation to make the cross-wiring
connection.
8. Click Yes to confirm the cross wiring.
Observe how your primary and secondary terminal strips have been connected.

9. Click to close the Cross Wiring window.

Cross-Wire the Rest of the Signals Automatically
1. In the Domain Explorer, expand the Panels by Category -> Marshaling Racks
hierarchy and then select Marshaling Rack 101-MR-DCS-001.
2. Right-click the selected marshaling rack and then on the shortcut menu, click
3. Under Primary terminal strip, make sure that terminal strip 101-MR-DCS-001,
FT-1 is selected.
4. Under Primary auto cross-wiring side, select Right.



5. Activate the primary terminal strip by clicking on the title bar of the Primary
Terminal Strip pane and click to find the terminals that can be cross-wired
and to show the potential cross-wiring connection by a dotted line.

Tip
• The software has found matching terminals 2in, 3-v, 4+v, 5in, and 6-v
in Terminal Strip TP-1 belonging to Marshaling Rack 101-MR-DCS-
001 and Terminals 1+, 1-, and 1SH in Terminal Strip TP-2 belonging
to the same marshaling rack.
6. Click to cross-wire the selected terminals.



All the terminals have been cross-wired and the upper part of the Primary
Terminal Strip pane should appear as shown.

7. Click to close the Cross Wiring window.
8. In the Domain Explorer, right-click Marshaling Rack 101-MR-DCS-001 and
then on the shortcut menu, click Actions > Connection.
9. In the Connection window, select one of the wires connected to Terminal 3+ and
click to open the Point-to-Point Wiring Diagram.
The diagram is displayed as shown.

As you can see, the wiring discontinuity has disappeared and the wiring continues
uninterrupted from the field device to the DCS card.
it.



Task 11 — Adding a New Instrument to the Existing Wiring
1. In the Domain Explorer, expand the Panels by Category -> Junction Boxes
hierarchy and then select Junction Box 101-JB-DCS-001.
2. Right-click the selected junction box and then on the shortcut menu, click Actions
> Connection.
3. Make sure that Terminal Strip 101-JB-DCS-001, TS-1 is selected in the Terminal
strip list (there is only one terminal strip on the list).
4. In the Cables folder of Domain Explorer, select Cable 101-LT-201 and drag it to
the right side of Terminal 6.
5. On the Cable Connection Definition dialog box, make your selections as
follows:
a) Under Cable end to connect, select End 2.
b) Select the connection type as 3 in a row and select the cable set in the right
data window.
7. After the cable has been connected, open the Point-to-Point Wiring Diagram for
the wire connected to Terminal 6+ and view the connection. It should go straight
to Terminal Strip FT-1 of the marshaling rack.
it.
10. Now select 101-DCS-001 from the DCS Panels folder in the Domain Explorer.
11. Right-click the selected panel, then on the shortcut menu, click Actions > I/O
Assignment.
12. On the module toolbar, click to open the I/O Assignment Filter dialog box.
13. Select the first three filtering criteria and click OK.
14. In the I/O Assignment window, select tag 101-LT-201 and drag it to channel 3 in
the right side pane.
15. On the Control System Tag Properties dialog box, type BLI201 and click OK.
16. Now close the I/O Assignment window and select Marshaling Rack 101-MR-
DCS-001.
17. Right-click the selected panel, then on the shortcut menu, click Actions >
Connection.
18. In the Terminal strip list, select 101-MR-DCS-001, TP-1.
Note that your tag wiring has been propagated from the DCS to the marshaling
rack terminals.
19. Close the Connection window.



20. Right-click the same marshaling rack again, then on the shortcut menu, click

21. Click to find matching terminals for automatic cross wiring.
The software finds matching terminals for automatic cross-wiring and marks them
with a dotted line. You can view them by scrolling down in the Primary
Terminal Strip pane.
22. Click to effect the automatic cross wiring.
23. Close the Cross Wiring window.
You have successfully added a new tag to your wiring!

View and Print Wiring and I/O Assignment Reports
The software allows you to generate an array of wiring reports. These include
various cable, panel, and I/O reports.

You will now generate the standard system wiring reports to understand their
functions.
1. Open the Wiring module open and on the Reports menu, select the required
report.
2. Where a dialog box for the report opens, enter the required criteria and click OK.

Task 12 — Create a New Tag with no Associated Profile and
then Add a Device Panel and a Cable to the Tag
What if you have forgotten to set a device panel, a cable, and a connection type in the
instrument profile?

1. Click on the main toolbar to open the Wiring module.



2. On the module toolbar, click to open the Device Panels window.

3. On the module toolbar, click to add a new tag.
4. On the New Tag Number dialog box, under Tag class, select Conventional.
5. Under Tag number, type 101-FT-555 as the new tag name and click OK.
Tip
• If the Select Instrument Type dialog box opens, select FT – D/P
TYPE FLOW TRANSMITTER and click OK.
6. On the Loop Name dialog box, accept 101-F-555 and click OK.
7. On the Loop Number Properties dialog box, accept all the definitions and click
OK.
8. Click OK on the Tag Number Properties dialog box.
9. With the Device Panels window open, click to filter the display of data.



10. On the Filter dialog box, filter the data as follows and then click OK.

11. In the Device Panels window, select Tag Number 101-FT-555 and click on the
module toolbar.



12. On the Create Device Panel and Cable dialog box, from the Reference device
panel list, select DEFAULT FIELD DEVICE 3-WIRE.

13. In the Conventional connections group box, click New.
14. On the Conventional Connection Properties dialog box, enter data as shown
below, and then click OK.



15. On the Create Device Panel and Cable dialog box, click OK.
16. Click to close the Device Panels window.
17. In the Domain Explorer, click , and find the new device panel and cable you
just created.

Task 13 — Wiring Design that Includes a Barrier
You will now learn how to create a barrier and include it in your wiring design. You
will do it by adding a barrier terminal strip in Marshaling Rack 101-MR-DCS-001.
To create a barrier you will use the Apparatus feature in the Wiring module.
Apparatus pertains to I/O devices of different kinds. These devices can be used for
various purposes, for example, devices that accept wires and signals, barriers, opto-
couplers, relays, repeaters, isolators, and so forth.

Adding a new apparatus to your wiring starts with the configuration of a new
apparatus strip — setting the number of apparatuses required, defining the apparatus
terminal numbering, pattern, signal propagation, and color of the terminals. You
create a new apparatus after completing the new apparatus configuration (you do this
exactly the same way you create a terminal strip). You can also create a new
apparatus based on any existing configuration. You can modify or delete an
apparatus configuration. Once a new apparatus has been added, it is displayed in the
Domain Explorer showing the terminals belonging to the apparatus. Note that you
can have regular terminals and apparatus terminals on the same strip.

Define a New Apparatus Configuration
You need to create an apparatus configuration before you can add an apparatus to a
selected strip. When configuring an apparatus, you define the apparatus profile
(name, description, manufacturer, and model), the number of apparatuses, and the
apparatus terminal configuration.
Marshaling Racks folder.
2. Right-click Marshaling Rack 101-MR-DCS-001 and on the shortcut menu click
New > Apparatus Group.
3. On the Apparatus dialog box, click New to create a new apparatus configuration.
4. In the Configuration name data field, type BARRIER.
5. Enter the description ANALOG INPUT BARRIER in the Description data
field.
6. From the Manufacturer list, select MTL. If this value is not available from the
list, click to add it to the list, then select it from the list.



7. From the Model list, select 702. If this value is not available from the list, click
to add it to the list, then select it from the list.
8. In the Number of apparatuses spin box, select 4 to have a block of four
apparatuses to be added by default when adding a new apparatus to a panel.
9. In the Apparatus position numbering group box, select Numbered.
10. To define the apparatus terminal configuration, do the following in the
Apparatus configuration group box:
a) From the Orientation list, select Left / Right to represent an apparatus that
has two sides — an input and an output.
b) Under Terminal Color and Numbering, click in the left text box and type 3+
as the terminal name.
c) From the left Terminal Color and Numbering list, select Blue as the color
of the left terminal side.
d) Click in the right Terminal Color and Numbering text box and type 1+ as
the terminal name.
e) From the right Terminal Color and Numbering list, select Gray as the color
of the right terminal side.

11. Click Add Terminal to add another terminal to this apparatus configuration.
12. Define the second terminal as follows:
a) From the Orientation list, select Left / Right.
b) Click in the left Terminal Color and Numbering text box and type 4– as the
terminal name.
c) From the left Terminal Color and Numbering list, select Blue as the color of
the left terminal side.
d) Click in the right Terminal Color and Numbering text box and type 2 – as
the terminal name.
e) From the right Terminal Color and Numbering list, select Gray as the color
of the right terminal side.



This completes the new apparatus configuration. Make sure that your dialog box looks like
the one shown here before you proceed with the apparatus creation.

13. Click Save to save the new apparatus configuration.

Create a New Apparatus and Make All the Connections
Having defined a new apparatus configuration, you will now add a new apparatus to
Marshaling Rack 101-MR-DCS-001. When adding a new apparatus, you will also
create a new strip where this apparatus will be located. It is also possible to add an
apparatus to an existing strip if required.
1. On the Apparatus dialog box, click Create.
2. On the Terminal Strip Properties dialog box, under Terminal strip, type ST-
BR-1 and click OK.



You have successfully created a new terminal strip with four barriers in
Marshaling Rack 101-MR-DCS-001. Expanding this marshaling rack in the
Domain Explorer will show you the new terminal strip and its four barriers.

Next you will view the connection details of Marshaling Rack 101-MR-DCS-001.
3. In the Domain Explorer, right-click Terminal Strip ST-BR-1, then on the
shortcut menu, click Actions > Connection.
The Connection window opens displaying the information as shown.

4. Close the Connection window and then in the Domain Explorer select Terminal
Strip FT-1 under Marshaling Rack 101-MR-DCS-001.
5. Open the Connection window and disconnect Pr 12 on the left side of the
marshaling rack as follows:
a) Select the cable set so that all the wires are selected.



b) Click on the Connection window toolbar to disconnect the selected wires.
6. Close the Connection window.
7. In the Domain Explorer, expand Marshaling Rack 101-MR-DCS-001 and right-
click Terminal Strip ST-BR1. On the shortcut menu, click Actions >
Connection.
8. Reconnect Pr 12 on the left (marshaling) side of the terminal strip as follows:
a) In the Domain Explorer, expand the Cables folder, scroll down to Cable C-
101-JB-DCS-001/1 and click it to display its cable sets.
b) Click Cable Set Pr 12 to display its wires.
c) Drag the upper 101-PT-201 wire to the first (3+) terminal.
d) On the Wire Connection Options dialog box, accept the End 2 option and
click OK.
e) Drag the lower 101-PT-201 wire to the first (4-) terminal.
f) On the Wire Connection Options dialog box, accept the End 2 option and
click OK.

Now the Connection window for 101-MR-DCS-001 should appear as shown.

9. Close the Connection window and in the Domain Explorer expand 101-DCS-
001.
The signal has already been propagated from Terminal Strip TS 8 CHANNELS in
DCS 101-DCS-001 to Terminal Strip FT1 in Marshaling Rack 101-MR-DCS-001.



Now all that remains to complete the signal propagation is to perform cross
wiring in the marshaling rack between the appropriate terminals on Strips ST-BR-
1 and FT-1.
10. Right-click Marshaling Rack 101-MR-DCS-001 and on the shortcut menu, click
11. In the Cross Wiring window, select Primary Strip 101-MR-DCS-001, ST-BR-1
and Secondary Strip 101-MR-DCS-001, FT-1.

12. Click to find the terminals on Terminal Strip FT-1 that can be cross-wired
with Terminal Strip ST-BR-1.
13. Accept the suggested defaults and click to complete the cross wiring.
At the end of the cross wiring procedure, the Primary Strip pane should appear
as shown.

This completes the wiring design for Loop P-201. You can now display the Point-to-
Point Wiring Diagram and view the new connections.



Task 14 — Wiring Design for Other Loop Types
In this section, you will learn how to create wiring for loops that include local
indicators, jumpers, and temperature transmitters and view the related SmartLoops
that have been created. We assume that you have already become familiar with the
wiring procedures required for this task. Refer to the sections wherever indicated to
refresh your memory.

Design the Wiring for Loop T-202
You will now create all the required wiring that constitutes Loop T-202.
2. Expand the Panels folder and create a new device panel named TEMPERATURE
TRANSMITTER.
3. Create a strip for this device panel using the following definitions:
a) On the Strip Terminal Configuration dialog box, define a new configuration
with 3 terminals in the pattern.
b) Name the configuration TEMP. TRANSMITTER and make definitions as
shown.

c) Create the terminal strip based on this configuration and name it TT-OUT.
4. Duplicate Terminal Strip TT-OUT to create Terminal Strip TT-IN. (See page 135
for further details of how to duplicate a terminal strip.)



On expanding the terminal strips in the Reference Explorer, the terminals should
be numbered as shown.

5. Open the Instrument Index module. You can find details of instrument type
creation in the Instrument Index module tutorial.
6. Create an instrument type TT (NEW TEMPERATURE TRANSMITTER) and
define the profile. Make sure that your definitions on the General tab are the
same as those shown.



7. On the Wiring and Control System tab, select the Include wiring and Control
system check boxes.
8. From the Reference device panel list, select TEMPERATURE
TRANSMITTER.
9. In the Conventional connections group box, click New, and then complete the
Conventional Connection Properties dialog box as shown.

10. Click OK to close the Conventional Connection Properties dialog box.



11. Examine the definitions on the Wiring and Control Systems tab of the
Instrument Tag Profile dialog box and click OK.

12. Click OK in the Instrument Types dialog box.
13. Press F7 to open the Domain Explorer.
14. Expand the hierarchy New Refinery > Crude Area > Crude Unit 1.
15. Right click the Loops folder and then on the shortcut menu, click New > Loop.



16. Create a new loop T-202, using the definitions shown.

17. When prompted to create new tag numbers associated with the new loop, click
Yes and create the following tag numbers:
• TE-202 - Use the TE-THERMOCOUPLE instrument type. After
defining the new tag number, click New on the Tag Number
Properties dialog box to create another tag number.
• TT-202 - Use the TT-NEW TEMPERATURE TRANSMITTER
instrument type.
• TY-202 - Use the TY-I/P TRANSDUCER instrument type.
You can find details of loop and tag number creation in the Instrument Index
module tutorial.
Device Panels folder.
19. Right-click Device Panel 101-TT-202 and then on the shortcut menu, click
Actions > Connection.
20. Make the device panel connections as follows:
a) In the Connection window, select Terminal Strip TT-IN from the Primary
terminal strip list.
b) In the Domain Explorer, expand the Cables folder and drag Cable C-101-
TE-202 to the left side of the input terminal strip (TT-IN) using 2 in a row as
connection type. See Task 8 on page 154 to learn how to make connections.



c) Select Terminal Strip TT-OUT and disconnect the Shield wire from Terminal
3SH.
d) Close the Connection window.
21. Make the junction box connections as follows:
a) Select Junction Box 101-JB-DCS-001and open the Connection window.
b) Connect Cable C-101-TT-202 at the left side of Strip TS-1, starting at
Terminal 13+ with 3 in a row as the connection type.

Observe that the tag number signals have been propagated to the right side of the
terminals.
22. Select the wire connected to the right of Terminal 13+ and click to display the
connection at the other end of the wire to Marshaling Rack 101-MR-DCS-001,
Strip FT-1. (This connection was already made in a previous wiring task in this
tutorial.)
23. Close the Connection window for each panel.
You have now completed the wiring up to the marshaling rack. Next, you will
define the DCS connections and do the cross wiring in the marshaling rack.
DCS Panels folder.
25. Right-click 101-DCS-001 and then on the shortcut menu, click Actions > I/O
Assignment.
26. Assign TT-202 to Terminal Strip TS 8 CHANNELS, Channel 6 and rename the
control system tag BTT202. (If no tags are displayed on the left area of the
screen, click and in the Criteria section, select the Uncoupled Tags check
box.)
27. Display the Connection window for Terminal Strip TS 8 CHANNELS and make
sure that Cable C-101-MR-DCS-001, Set Pr 6 is connected to Channel 6,
Terminals 16+v, 17in, and 18-v. (The signal 101-TT-202 should be propagated to
the left in the wires connected to these terminals.)
28. Select the wire connected to the left of Terminal 16+v and click to display the
connection at the other end of the wire to Marshaling Rack 101-MR-DCS-001,
Strip TP-1. (This connection was already made in a previous wiring task in this
tutorial.)
29. Close the Connection window for each panel.
30. In the Domain Explorer, select Marshaling Rack 101-MR-DCS-001 and cross-
wire Terminal Strip FT-1, Terminals 13+ , 13-, and 13SH (right side) and
Terminal Strip TP- 1, Terminals 16+v, 17in, and 18-v (left side) respectively.
(See Task 10 on page 171 to learn how to do it.).



When done, the cross-wiring connections should be completed as shown.

31. Display the Point-to-Point Wiring Diagram for the loop as follows:
a) Display the Connection window for Device Panel 101-TT-202 and select any
one wire.
b) On the Reports menu, select Loop Point to Point Diagram.
c) When prompted to preview the report, click Yes.



The Point to Point Wiring Diagram print preview for all the wiring in the loop
is displayed. Your connections for Tag Number 101-TT-202 should be the same
as shown.

Design the Wiring for Loop F-201
You will now create all the required wiring that constitutes Loop F-201. The wiring
for this loop is a little more complicated than for the previous example. In particular,
you will learn how to create jumpers and how to adjust a signal path definition
manually.

You will now create all the required wiring that constitutes Loop T-202.
1. In the Domain Explorer, create a new Junction Box 101-JB-PLC-001 by
duplicating 101-JB-DCS-001.
2. In the Domain Explorer, create a new Multi-Cable C-101-JB-PLC-001 by
duplicating Cable C-101-JB-DCS-001/1.
3. In the Domain Explorer, create a new PLC and name it 101-PLC-001.
4. Right-click the new PLC and on the shortcut menu, click New > Rack.
5. On the Rack Properties dialog box, name the rack R-1 and click OK.
6. Right-click the new rack and on the shortcut menu, click New > Slot.
7. On the Slot Properties dialog box, under Slot, type 1 and click OK.
8. Right-click the rack again, and on the shortcut menu, click New > Wiring
Equipment.



9. On the New Wiring Equipment dialog box, select I/O Card from the Category
list and under Name, type 1/3 (8 A/I) Card and click OK.
10. On the Wiring Equipment Properties – I/O Card (New) dialog box, click the
Control System tab and from the System I/O type list, select AI.
11. Click OK on the Wiring Equipment Properties – I/O Card (New) dialog box.
12. In the Domain Explorer, right-click the new I/O card and then on the shortcut
13. Create the new terminal strip according to the following definitions:
a) On the Strip Terminal Configuration dialog box, configure the terminal
strip to have 8 channels with 3 terminals per channel.
b) Name the new terminal strip TS 1/3 (8A/I).

When expanding the terminal strip in the Domain Explorer, the terminals
should be numbered as shown.

14. In the Domain Explorer, right-click the new I/O Card 1/3 (8 A/I) Card, then on
the shortcut menu, click Actions and click I/O Assignment.
15. In the I/O Assignment window, assign Tag 101-FT-201 to I/O card 1/3 (8A/I),
Channel #1.
Tip
• If Tag 101-FT-201 is not on the list in the Tag List pane of the I/O
Assignment window, click and select the Uncoupled tags check
box.
16. Create a new marshaling rack and name it 101-IR-002.



17. Add a new terminal strip for the field side of 101-IR-002 using the following
definitions:
a) Using the 2 TERMINALS+SHIELD configuration, configure the strip to
have 16 blocks of terminals with 3 terminals per block.
b) Name the new strip FT-JB-001.
18. Add a new terminal strip for the PLC side of 101-IR-002 using the following
definitions:
a) Configure the terminal strip to have 8 blocks of terminals with 2 terminals per
block.
b) Create the configuration shown.

c) Name the new terminal strip TP-AI-1/3.
d) Delete the superfluous terminals that you created by using the 16-pair
configuration.



When expanding the terminal strip in the Domain Explorer, the terminals
should be numbered as shown.

19. Make the following connections in Junction Box 101-JB-PLC-001, Strip TS-1:
a) Connect Cable C-101-FT-201 starting at Terminal 6+ at the left side of the
terminal strip using 3 in a row as the connection type.
b) Connect Cable C-101-FI-201 starting at Terminal 7+ at the left side of the
terminal strip using 3 in a row as the connection type.
c) Connect Multi-Cable C-101-JB-PLC-001 starting at Terminal 1+ at the right
side of the terminal strip. Connect all the cable sets on the JB cable side
using 3 in a row as the connection type.
20. Scroll down to view the connections at Terminals 6+ to 7- and note the signal
propagation in the wires at the right side of the terminal.
21. Select Cable Set Pr 7 with wires connected on the right side of the strip and
disconnect this set.



22. Select the wire connected to the right side of Terminal 6- and drag it to the right
side of Terminal 7-.

Note that the signal propagation changes for this wire after reconnection. You
will later change the signal definition for this wire manually.
23. Add a jumper between Terminals 6- and 7+ on the right side of the terminal strip
as follows:
a) Click .
b) On the Jumper dialog box, enter the values as shown.

c) Click OK.



The connections should appear as shown.

24. Change the signal definition as follows for the wire you have moved:
a) Double-click a screw head on Terminal 7- to open the Terminal
Connection dialog box.
b) From the Signal list on the right side, select 101-FT-201.

c) From the Signal Level list on the right side, select 2.
d) From the Sequence list on the right side, select 3.
e) Click Save.




f) Click Close on the Terminal Connection dialog box.
25. Close the Connection window and then reopen it for marshaling rack 101-IR-
002, Terminal Strip FT-JB-001.
26. Connect the other end of Cable C-101-JB-PLC-001 to Terminal 1+ at the left
side. Connect all the cable sets on the MARSHALING cable side using 3 in a
row as the connection type.
27. On the Connect Options dialog box, click OK.
28. Scroll down to view the connections at Terminals 6+ to 7SH.

29. When done, close the Connection window.
30. In the Domain Explorer, create Cable C-101-IR-PLC-003 by duplicating Cable
C-101-MR-DCS-001. Rename End 1 Location as Instrument Rack and End 2
Location as PLC.
31. Add an overall shield to the cable as follows:
a) Select the cable and add a new cable set to it named Overall Shield.
b) Select the new cable set and add a new wire to it.
c) In the Wire field, type Overall Shield and under Polarity, select Overall
Shield.



32. Connect Cable C-101-IR-PLC-003 between Marshaling Rack 101-IR-002,
Terminal Strip TP-AI 1/3 and PLC 101-PLC-001, Terminal Strip 1/3 (8A/I) with
connection definitions as follows:
a) On the marshaling rack side, connect all the cable sets except for OVERALL
SHIELD at the right of the terminal strip, using 2 in a row as the connection
type.
b) On the PLC side, connect all the cable sets except for OVERALL SHIELD at
the left of the terminal strip, using 3 in a row as the connection type.

Note that a signal for Tag 101-FT-201 appears for the first two wires because
of the I/O assignment you made in step 15.
c) Disconnect the Shield wire connected to Terminal 3-v.
33. When done, close the Connection window.
34. Select Marshaling Rack 101-IR-002 and cross-wire Terminal Strip FT-JB-001,
Terminals 6+ and 6- (right side) and Terminal Strip TP-AI-1/3, Terminals +1 and
-1 (left side) respectively.
When done, the cross-wiring connections should be completed as shown.

This completes the wiring design for Loop FI-201.



This completes all the wiring required for this tutorial. We would like to draw your
attention to the fact that some functions of the Wiring module were omitted because
the examples in the Tutorial do not use them; nevertheless, you are encouraged to
familiarize yourself with the following functions:

• Connection Type can be defined by clicking . Simple and complex
versions of connection types can be created in a plant related list and
reused as required for further automation of the wiring design. For details,
see the relevant section of the Wiring module documentation.
• General Signals and Tag Signals allow the creation of signals that do not
originate from field devices. General Signal refers to a signal that may be
associated with several tags, for example, a common power supply. Tag
Signal is a unique signal, for example, the digital signal from a cabinet
mounted trip amplifier. It will require this device to be listed in the
Instrument Index and its profile will have the wiring checkbox selected,
however, without defining a device panel or an instrument cable.


This section explains how to generate loop drawings using an external CAD engine
such as SmartSketch, AutoCAD, or MicroStation, or using the Enhanced Report
Utility that is available with your SmartPlant Instrumentation installation.

Generating Enhanced SmartLoop Reports
You can generate Enhanced SmartLoop reports using the data that you saved to the
database when you designed your wiring. To do so, you must first install the
Enhanced Report Utility from the SmartPlant Instrumentation CD Browser (click
Enhanced Report Utility Installation).

Task 1 — Setting Preferences

Set Preferences for Enhanced SmartLoop Reports
1. On the File menu, click Preferences.
2. In the tree, navigate to Loop Drawings > General.
3. Under Default generation method, select Enhanced SmartLoop.
Tip
• You can override the default generation method for each loop
individually prior to generating the loop drawing or report.
4. In the tree, navigate to Enhanced Reports > Enhanced SmartLoop.
5. Expand the tree and click View.
6. Under Display options, select the desired settings.
Tip
• Click Help to display the Online Help with an explanation of each
setting.
7. In the tree, click Drawing.
8. Under Generation method, click By loop.
9. In the tree, click Title Block.
10. Ensure that the settings appear as shown.



11. Click OK.

Set Preferences for Individual Loops
Area > Crude Unit 1 > Loops, and select loop 101-F –100.
Tip
• For details of how to locate an item using the Search command, see
page 64, steps 1 and 2.
2. Right-click the loop, and on the shortcut menu, click Apply Generation
Method > Enhanced SmartLoop > By Loop.
The symbol E appears to the left of the loop icon for loop 101-F-100.
3. Now select and then right-click loop 101-F-102.
4. On the shortcut menu, click Apply Generation Method > Enhanced
SmartLoop > By Signal.
The symbol ES appears to the left of the loop icon for loop 101-F-102.
5. Now select and then right-click loop 101-F-201.
6. On the shortcut menu, click Apply Generation Method > CAD.
The symbol C appears to the left of the loop icon for loop 101-F-201.



Tip
• You can apply the same indication to several loops by holding down
Shift or Ctrl while selecting the required loops in the Domain
Explorer and then selecting the appropriate generation type.
The Domain Explorer should appear as shown.

Task 2 — Generating an Enhanced SmartLoop Report
1. In the Domain Explorer, select and then right-click loop 101-F-100.
2. On the shortcut menu, click Reports > Generate Loop Drawings.
3. On the Generate Loop Drawings dialog box, make sure that the Generation
method list displays Enhanced SmartLoop, and then click OK.
The Enhanced Report Utility opens with the report displayed.



5. On the Main toolbar, click the Zoom In command and drag over portions of
the drawing to zoom in and display more details.

Change the Loop Generation Type to Show Individual Signals
2. On the shortcut menu, click Apply Generation Method > Enhanced
SmartLoop > By Signal.
The symbol ES appears to the left of the loop icon for loop 101-F-100.
3. In the Enhanced Report Utility, on the View toolbar, click Refresh .



The Enhanced Report Utility refreshes the report and displays each signal
separately as shown.

4. Change the generation method for loop 101-F-100 back to Enhanced SmartLoop
> By Loop.

Task 3 — Modifying an Enhanced SmartLoop Drawing by
Changing Data Directly from the Enhanced Report Utility

Modify Properties of Entities from the Enhanced Report Utility
1. In the Enhanced Report Utility, select the upper wire that is connected to the
device panel for tag 101-FT-100, as shown.

• On the Actions toolbar, click .
• On the Actions menu, click Entity > Properties.
3. On the Wire Properties dialog box, from the Color list, select Yellow.



4. Click OK to return to the Enhanced SmartLoop report.
Tip
• The wire color value is not updated at this stage.
5. Now position the cursor over cable C-101-FT -100 and repeat the previous steps
to change the cable name to DEMO CABLE.
6. To update the modified data values, on the Actions toolbar, click Refresh .
Tip
• If the Refresh command is not enabled, click on a blank region of the
drawing sheet first.



The Enhanced Report Utility regenerates the loop drawing with the updated data
values.

7. Restore the properties that you changed to their original values and refresh the
report again.

Access Tag Documents
1. On the currently open drawing page of the Enhanced Report Utility, select the
TAG: 101-FT -100 label.
2. On the Actions toolbar, click Tag Documents .
3. On the Documents window that opens in SmartPlant Instrumentation, click
Specification to open the flow transmitter specification sheet.
4. Click to print out the specification sheet if needed.
5. Click to close the specification sheet.

Modify the Wiring Connection from the Enhanced Report Utility
Suppose that in loop 101-F-100, you want to move the connections in junction box
101-JB-DCS-001 from terminals 1+ and 1- to terminals 5+ and 5-.
3. On the Generate Loop Drawings dialog box, make sure that the Generation
method list displays Enhanced SmartLoop, and then click OK.
4. At the print preview prompt, click Yes.
5. Click and zoom in on junction box 101-JB-DCS-001.
6. Position the cursor over terminal strip TS-1 of junction box 101-JB-DCS-001 and
select the label TS-1.
7. On the Actions toolbar, click Connection Window .
8. In the Connection window, select cable 101-FT-100 (on the left side of the
terminal strip) and drag it to terminal 5+.



Tip
• The window scrolls automatically if you drag the cable to the lower
edge.
9. On the Cable Connection Definition dialog box, make your cable connection
definitions as shown.

The cable moves to its new position (with wires on terminals 5+, 5-, and 5sh) as
shown.

12. Return to the Enhanced Report Utility.
13. On the Actions toolbar, click Refresh to refresh the report and display the
new connections.
Tip
• If the Refresh command is not enabled, click on a blank region of the
drawing sheet first.



Tip
• If the data fails to update, close and reopen the Enhanced Report
Utility.
14. On the File menu, click Save As, and on the Save As dialog box, do the
following:
a) Type a name for the file and navigate to the folder where you want to save the
file.
b) In the Save as type list, select AutoCAD (*.dxf) and click Save. You can
import the file saved in this format into SmartSketch, AutoCAD or
MicroStation.
15. Move the cable back to its original position and regenerate the Enhanced
SmartLoop Report.
16. Click to close the Enhanced Report Utility.

Task 4 — Modifying the Appearance of a SmartLoop
Drawing by Changing the Enhanced Report Layout
Properties
When you generate an Enhanced SmartLoop report, the software automatically
calculates the optimal layout based on the number of points in the loop and the
selected template size. If the loop changes, by the addition or deletion of elements,
the page layout changes accordingly. In this task, you will configure some aspects of
the appearance of the report manually by changing the values of some of the report
layout properties.



Define an Enhanced Report Layout and Assign the Layout to a Loop
2. On the shortcut menu, click Actions > Enhanced Report Layouts.
3. On the Enhanced Report Layouts dialog box, click New.
4. On the Layout Properties dialog box, on the General tab, do the following:
a) In the Layout box, type Template A4 Wide.
b) In the Description box, type A4 Landscape.
c) Beside Template file name and path, click Browse, navigate to the location
<SmartPlant Instrumentation home folder>RADTemplate and select the file
Awide.sma.
d) Beside Title block file name and path, click Browse, navigate to the location
<SmartPlant Instrumentation home folder>RADTemplateTypesloop and
select the file Loop_Wide.sym.
e) In both lists, Wire representation and Cross-wire representation, select
Diagonal.


Tip
• The file paths may be different to the ones shown, depending on the
folder where you installed SmartPlant Instrumentation.



5. Click OK to close the dialog box and return to the Enhanced Report Layouts
dialog box.
The new layout appears as a highlighted row as shown.

6. Click Assign to assign the Template A4 Wide layout to loop 101-F-100.
8. At the prompt to save data changes, click Yes.
9. Generate the Enhanced SmartLoop report for loop 101-F-100.
10. On the Main toolbar, click the Fit command to display the entire report.



The report should appear as shown.

Change the Title Block Location
3. Select layout Template A4 Wide and click Properties.
4. On the Layout Properties dialog box, click the Title Block tab and in the
Vertical list, select Top.




5. Click OK to save the settings and return to the Enhanced Report Layouts dialog
box.
6. Click OK to close the Enhanced Report Layouts dialog box and at the prompt
to save the changes, click Yes.
7. Generate the report for loop 101-F-100.




Note
• The software calculates the title block location from the origin of the title
block symbol file, which is at the bottom left corner for shipped title
blocks. In this example, the layout defines the title block location at the
top left of the report, thus the title block is positioned as shown. In the
following exercise, you will adjust the position of the title block by
redefining the working area margins of the report.

Define the Working Area Margins of an Enhanced Report
In the previous exercise, you can see that the title block was positioned above the
drawing area. For this example, you can locate the title block within the drawing area
by changing the defined working area margins.
3. Select layout Template A4 Wide and click Properties.



4. On the Layout Properties dialog box, click the Working Area tab and do the
following:
a) In the Units list, select in.
b) In the Top box, type 1.7 and click outside the box.


box.




Tip
• The software starts drawing 1.7 inches from the top of the drawing
sheet, as specified by the layout, and that this displacement includes
the title block.
8. After generating the report for loop 101-F-100, select layout Template A4 Wide
and click Properties.
9. On the Layout Properties dialog box, on both the Title Block and Working
Area tabs, click Reset.

Change the Relative Position of the Drawing Area to the Title Block
You are now going to specify a larger template area for the report and modify the
position of the drawing area so that it is to the right of the title block.
3. Select layout Template A4 Wide and click Duplicate.
4. On the Layout Properties dialog box, on the General tab, change the following
values:
a) In the Layout box, type Template B Wide.
b) In the Description box, type a meaningful description for the layout.



c) Beside Template file name and path, click Browse, navigate to the location
<SmartPlant Instrumentation home folder>RADTemplate and select the file
Bwide.sma.
5. Click the Title Block tab and in the Drawing area relative to title block list,
select To right.
The dialog box tab should appear as shown.

box.
7. Click Assign to assign the Template B Wide layout to loop 101-F-100.



Tip
• The software calculates the start of the drawing from the right edge of
the title block symbol. That is why the drawing items are pushed off
to the right of the drawing area.
10. Click to close the Enhanced Report Utility.

Assign an Enhanced Report Layout to Multiple Loops
Once you have defined a layout, you have the advantage of being able to assign it to a
number of loops with similar drawing elements. In this way, you do not have to
specify the layout for each loop individually.
2. On the shortcut menu, click Actions > Enhanced Report Layouts and note that
the DEFAULT layout is assigned to this loop.
3. Generate the report for loop 101-F-102, making sure that you select Enhanced
SmartLoop as the generation method.




4. Return to the Domain Explorer and click the Loops folder.
5. In the List pane, select loops 101-F-100 and 101-F-102.
6. Right-click, and on the shortcut menu, click Actions > Enhanced Report
Layouts.
7. At the prompt informing you that the highlighted layout is the one assigned to the
first entity in the selection, click OK.
8. On the Enhanced Report Layouts dialog box, select the layout Template A4
Wide and click Assign.
9. At the prompt, click OK.
10. Click OK to close the Enhanced Report Layouts dialog box.
Tip
• If you select loop 101-F-102 and open the Enhanced Report Layouts
dialog box, you can see that the layout Template A4 Wide is now
assigned to this loop.
11. In the Domain Explorer, in the List pane, select loops 101-F-100 and 101-F-
102.
12. Right-click, and on the shortcut menu, click Reports > Generate Loop
Drawings to generate the reports for both loops.
13. In the Enhanced Report Utility, view each report by selecting it from the Window
menu.



Loop 101-F-100 report:

Loop 101-F-102 report:



Task 5 — Adding Annotations to an Enhanced SmartLoop
Report
During the process of creating control loops, you may want to revise loop parameters,
correct faulty wiring, or indicate special operating conditions. You can annotate
SmartLoop drawings by including a watermark and by adding redlining.

Include a Watermark
1. In the Enhanced Report Utility, generate the report for loop 101-F-102.
2. On the Actions toolbar, click New SmartText .
3. On the SmartText Properties dialog box, on the General tab, enter the following
information:
a) In the Caption field, type Watermark as SmartText.
b) Under Watermark, select the Set as watermark check box.
4. Click the Text tab and enter the following information:
a) Click Font to open the Font dialog box.
b) In the Font style field, select Bold.
c) In the Size field, select 72.
d) In the Color field, select Silver.
5. Click OK to return to the SmartText Properties dialog box.
6. Under Alignment, for both Vertical and Horizontal fields, select Center.
7. In the Rotation field, type 30 (degrees).
The dialog box tab should appear as shown.



8. Click OK to return to the drawing sheet.

9. Place the cross-hair cursor at the center of the blank area of the sheet below
the loop elements.
The SmartLoop drawing is displayed with the watermark as shown.

10. Click to select the watermark and drag it on the drawing sheet as you desire.
11. On the Main toolbar, click Save Custom Changes .
12. On the Save Custom Changes dialog box, click This drawing only, and then
click OK.
Tip
• Implementing the Save Custom Changes command ensures that
whenever you generate the report for the loop, it appears with the
watermark and any other annotations that you have added.



Add Redlining
In this objective, you will mark the wires on the loop and add a note to show that the
wire colors should be switched.
1. In the Enhanced Report Utility, generate the report for loop 101-F-102.
2. On the Main toolbar, click the Zoom Area command and drag the zoom area
over the field device and adjacent connector on the drawing to display more
details.

3. On the Draw toolbar, click , move the cross-hair cursor in the drawing
area to the position where you want to place the center of the circle, and click the
cursor once at that position.
4. Release the mouse button and drag the mouse until the circle is of the desired size,
then click to place the circle.

5. Position and size the circle as shown by doing the following:
a) Click and then click anywhere on the circumference of the circle.
b) Select the handle at the center of the circle and drag to move the circle.
c) Select the handle at the edge of the circle and drag to resize the circle.



By following the above steps, try to position and size the circle approximately as
shown.

6. Next, you will draw a line next to the circle as follows:
a) Click to start the drawing line mode and move the cursor to the drawing
area.
b) Click once below and to the right of the circle about two inches away to
define the start of the line.
c) Click again at the lower edge of the circle to define the end of the line.
d) Click to exit the drawing line mode.

The line should appear approximately as shown.

7. Finally you will add some text beside the line as follows:
a) On the Actions toolbar, click New SmartText .
b) On the SmartText Properties dialog box, in the Caption field, type Swap
terminals.
c) Click the Text tab and click Font to open the Font dialog box.
d) In the Size field, select 10.



e) In the Color field, select Red.
f) Click OK to return to the SmartText Properties dialog box.
g) Under Alignment, for both Vertical and Horizontal fields, select Center.
h) Accept the remaining values and click OK to close the SmartText Properties
dialog box and return to the drawing sheet.

i) Click the cross-hair cursor at the lower right end of the line you drew.
j) Drag the text so that it appears as shown.

8. Click File > Save Custom Changes.

Attach Redlining Items to a Layout
A powerful feature of the Enhanced Report Utility is the ability to attach redlining
items per layout so that the software displays those items for all loops to which that
layout is assigned.
1. Click the circle to select it.
2. On the Actions toolbar, click Attach Redlining .
3. On the Attach Redlining dialog box, click For all drawings assigned to the
current layout.



4. Repeat the above steps for the straight line.
6. On the Save Custom Changes dialog box, click All drawings assigned to the
current layout, and then click OK.
7. Close the Enhanced Report Utility and regenerate the reports for loops 101-F-100
and 101-F-102.
Note
• The redlining items (circle and line) should appear in both reports;
however, the software saves SmartText per loop only. To save text at the
layout level, you must add it as a macro caption.

Add a Macro Caption
When you add SmartText to a drawing sheet and save to the database, the software
displays the text every time you generate an Enhanced SmartLoop report for the
specified loop. In this exercise, you will add text as a macro caption so that the text
appears in all loop drawings that belong to the same enhanced report layout.
1. Display the report for loop 101-F-102.
2. Click on a blank area of the drawing sheet, and on the Actions toolbar, click New
Macro .
3. On the Macro Properties dialog box, in the Caption box, type Swap terminals
(Caption).
4. Select the Display caption only check box.



5. Click the Caption Text tab and do the following to set the values for the text
formatting options:
a) Click Font to open the Font dialog box.
b) In the Size field, select 10.
c) Click OK to return to the Macro Properties dialog box.
d) Under Alignment, for both Vertical and Horizontal fields, select Center.
e) Accept the remaining values and click OK to close the Macro Properties
dialog box and return to the drawing sheet.

f) Click the cross-hair cursor on the drawing sheet at the position where you
want to insert the text.
g) Drag this text immediately below the existing Swap terminals label that you
added as SmartText.
7. On the Save Custom Changes dialog box, click All drawings assigned to the
current layout, and then click OK.



8. Close the Enhanced Report Utility and regenerate the reports for loops 101-F-100
and 101-F-102.
The redlining and text should now appear in the reports as shown.
Loop 101-F-102:

Loop 101-F-100:

This completes the set of objectives for Enhanced SmartLoop Reports.



Generating CAD Loop Drawings
Conventional loop drawings are generated from drawing blocks on which SmartPlant
Instrumentation data is superimposed. The great advantage of this method is that
from a small number of blocks, different combinations of instrument, wiring, and
control panel arrangements can be obtained, and many hundreds, or thousands, of
loop drawings, each with unique data, may be generated from a single pattern.
Before starting the module, make sure that the following files are located in the path
SMARTPLANTINSTRUMENTATIONCADBLOCKS.

Block SmartSketch File AutoCAD File MicroStation File
Logo logo_dem.sym logo_dem.dwg logoig.cel
Border bord_def.sym bord_def.dwg border.cel
Orifice Plate fe_orif.sym fe_orif.dwg fe_ori.cel
Control Valve cv.sym cv.dwg cv.cel
Analog Input ai.sym ai.dwg ai.cel
Analog Output ao.sym ao.dwg ao.cel

Note
• The purpose of this tutorial is not to instruct you how to define blocks or
cells but rather to demonstrate how to generate loop drawings using a
CAD application. At this stage, we have provided the necessary blocks to
use in this Tutorial.


Set Preferences for your CAD Application
10. In the tree, navigate to Loop Drawings > General.
11. Under Default generation method, select one of the following CAD
applications:
• SmartSketch
• AutoCAD
• MicroStation
12. Set other options on this page as appropriate for the specified application.
13. In the tree, navigate to Loop Drawings > CAD File Locations.



14. Set the folder locations for each group of files as appropriate for the specified
CAD application as shown in the following example.

Important
• You must specify the folder locations for the software be able to create
drawing blocks and generate loop drawings using the CAD application
that you selected.
• On the Preferences, General page ensure that you have defined a
value for Temporary folder path.
15. Click OK.
Note
• If the Loop Drawings module is already open when you set the
preferences, you must close the module and then re-open it for the settings
to take effect.



Task 2 — Defining Block Types and Drawing Blocks
Classification of drawing blocks according to block type is useful for filtering the
blocks. It is recommended that each block type contain drawing blocks that serve the
same general function. This way, it will be easy to find a particular drawing block
when you want to use it.

The CAD session is based on SmartSketch. The procedures for AutoCAD and
MicroStation are very similar.

Define Block Types
1. Open the Loop Drawings module by doing one of the following:
• On the Modules menu, click Loop Drawings.
• On the module toolbar, click .
• On the Tables menu, click Block Types.
3. On the Block Types dialog box, click New.
4. On the Block Type Properties dialog box, type data as shown.

5. Click OK.
6. On the Block Types dialog box, click OK to save the data.



Define Blocks
Within each block type, you now need to define the drawing blocks and select for
each block the file that contains the required drawing.
• On the Tables menu, click Blocks.
2. On the Blocks dialog box, from the Block type list, select INSTRUMENTS.
3. Click New.
4. On the Block Properties dialog box, enter data as shown.
Tip
• If you need to search for the appropriate file, click Browse.

Tip
• If you are using AutoCAD or MicroStation as your CAD application,
blocks of the appropriate file type should be available for selection.
5. Click OK to display the new block on the Blocks dialog box.



6. Repeat steps 3 – 5 so that the blocks in the INSTRUMENTS block type are as
shown in the following table.
SmartSketch File Block Name Description
fe_orif.sym Orifice Plate SmartSketch FLOW ELEMENT
cv.sym Control Valve SmartSketch CONTROL VALVE
ai.sym Analog Input SmartSketch INPUT LOOP
ao.sym Analog Output SmartSketch OUTPUT LOOP

7. Click OK to save data and close the dialog box.

Task 3 — Assigning Blocks to Instrument Types

Assign Blocks to Instrument Types
When you assign a block to a specific instrument type, the software associates this
block automatically with any instrument tags of that instrument type. Such blocks
appear green in the Loop Explorer. Only one block may be assigned to each
instrument type.
• Click .
• On the Actions menu, click Block - Instrument Type Assignment.
2. On the Block – Instrument Type Assignment dialog box, scroll down the list of
instrument types and select FE – D/P TYPE FLOW ELEMENT as shown.



Tip
• This selection will only create associations with those instruments of
type FE which are described as D/P TYPE FLOW ELEMENT, and not
with other FE descriptions.
3. Click Assign.
4. On the Assign Block To Instrument Type dialog box, from the Block type list,
select INSTRUMENTS, and then in the data window select Orifice Plate
SmartSketch.

5. Click OK to assign this block to the FE D/P TYPE FLOW ELEMENT instrument
type. The Block – Instrument Type Assignment dialog box should appear as
shown.



6. Make other block – instrument type assignments so that all the assignments are as
shown in the following table.
Instrument Type Description Block Name
FE D/P TYPE FLOW Orifice Plate SmartSketch
ELEMENT
FT D/P TYPE FLOW Analog Input SmartSketch
TRANSMITTTER
FV CONTROL VALVE Control Valve SmartSketch
FY I/P TRANSDUCER Analog Output SmartSketch

7. When done, click Close.

Task 4 — Defining the General Blocks
Using the following procedure, you can define your own border and logo using
SmartSketch blocks.

Define New Border and Logo Blocks
• Click .
• On the Tables menu, click Blocks.



2. Define a new border block as follows:
a) On the Blocks dialog box, from the Block type list, select BORDER.
b) Click New.
c) On the Block Properties dialog box, name the block Demo Border
SmartSketch.
d) Beside File name, click Browse and navigate to the file bord_def.sym.
e) Click View to view the block in SmartSketch.
f) Click OK to close the Block Properties dialog box.
3. Define a new logo block as follows:
a) On the Blocks dialog box, from the Block type list, select LOGO.
b) Click New.
c) On the Block Properties dialog box, name the block Demo Logo
SmartSketch.
d) Beside File name, click Browse and navigate to the file logo_dem.sym.
e) Click View to view the block in SmartSketch.
f) Click OK to close the Block Properties dialog box.
4. Click OK to close the Blocks dialog box.

Assign Your New Border and Logo Blocks as Default
1. On the Actions menu, click Default General Blocks.
2. From the Border block list, select Demo Border SmartSketch.
3. From the Logo block list, select Demo Logo SmartSketch.
4. Click OK.
Note
• Unless you redefine the default border, the border you select in this dialog
box will be used from now on for all the loop drawings you generate.



Task 5 — Editing the Title Block for a Specific Loop

Define Drawing Title Block Information
1. In the Domain Explorer, select loop 101-F-100.
2. Right-click the loop and on the shortcut menu, click Actions > Loop Drawing
List.
3. On the Loop Drawing List dialog box, click References to view the drawing
reference used.
Tip
• On the Document References dialog box, the P&ID drawing
reference appears automatically.

4. Click New to add another document reference.
5. On the Document Reference Properties dialog box, type data as shown.

6. Click OK to close the dialog box and return to the Document References dialog
box.



7. Click OK to close the Document References dialog box.

Edit Approvals
1. On the Loop Drawing List dialog box, click Approvals.
2. On the Approvals dialog box, type data similar to that shown.


Edit Revisions
1. On the Loop Drawing List dialog box, click Revisions.
2. On the Revisions dialog box, add a revision as follows:
a) In the Revision method list, select 0, 1, 2 … and click New.
b) Enter data similar to that shown.



3. Click OK to close the Revisions dialog box.

Task 6 — Understanding Macros
Macros are required to extract specific data from a given loop or instrument.

Get Acquainted with the Macro Language
1. Do one of the following to open the Macro Definitions dialog box:
• On the Tables menu, click Macro Definitions.



2. Navigate to the instrument tag macros as follows:.
a) In the Macro group list, select INSTRUMENT.
b) In the Macro type list, select INSTRUMENT.
c) In the Macro attribute list, select NAME.
3. In the Macro definitions data window, observe the macro names and description
of each macro to learn what they mean.
4. Browse through other macros to see how they are organized and what the macro
names mean.
5. Click Close to close the Macro Definitions dialog box.
Note
• Wiring macros include group level and wire sequence identifiers. For a
fuller explanation of macros, see the SmartPlant Instrumentation User’s
Guide, Loop Drawings Module, SmartPlant Instrumentation Macros.

Task 7 — String Manipulation for Loop Drawings
To perform string manipulation on the text to be displayed by the macro, the software
enables you to define functions which you can attach to the macros and then extract
the necessary string attributes.

Define User Functions
1. On the Tables menu, click User-Defined Macro Functions.
2. On the User-Defined Macro Functions dialog box, click New to open the User-
Defined Macro Function Properties dialog box.
3. Do the following:
a) In the Macro function field, type S11.
b) In the Abbreviation field, type S11.
c) In the Description field, type Substring takes 1 character from 1st pos.
4. Click Insert to open the Standard Macro Functions dialog box.
5. Select the following standard function as shown.



6. Click OK to return to the User-Defined Macro Function Properties dialog box.
7. In the Parameters section, define the parameters as follows:
a) In the Start position field, use the spin box to select the value 1.
b) In the Length field, use the spin box to select the value 1.


8. Click OK.
9. Add another user-defined function S13, making the following definitions on the
User-Defined Macro Function Properties dialog box:
a) In the Macro function field, type S13.
b) In the Abbreviation field, type S13.
c) In the Description field, type First three characters.
d) Click Insert.
e) On the Standard Macro Functions dialog box, select the Substr function.
f) Click OK to return to the User-Defined Macro Function Properties dialog
box.



g) In the Start position field, enter 1.
h) In the Length field, enter 3.

The User-Defined Macro Functions dialog box should appear as shown.

10. When done, click OK to close the dialog box.
For further details of how to use these functions in your drawing macros, see the
SmartPlant Instrumentation User’s Guide, Loop Drawings Module, Creating User-
Defined Macro Functions.

Task 8 — Generating CAD Loop Drawings

Select an Element (Loop, Instrument, or Block) and View Drawings
• On the Actions menu, click Loop Explorer.
2. In the Loop Explorer, expand loop 101-F-100 by double-clicking its icon.
The software displays all the tag numbers associated with this loop.

3. Double-click tag 101-FE-100 to display the drawing blocks associated with it.



The block is displayed in green, indicating that it was associated with the tag
through the instrument type.
4. Right-click the block, and on the shortcut menu, click Reports > View Block in
CAD Application.
The drawing block for the selected tag is displayed in your CAD application,
including the macros. (The example shows how the drawing appears in
SmartSketch – what you see may be slightly different depending on the CAD
application you are using).

5. Expand each of the tags in loop 101-F-100 and observe all the blocks that you
associated previously.
Tip
• The view obtained is in accordance with the hierarchy level selected.
If you select a loop, the software displays all the drawing blocks for
that loop. If you select a tag number, the software displays the blocks
attached to that tag number; selection of a block displays that block
only. When viewing drawing blocks before generation, the software
displays the blocks with macros only.
6. In the Loop Explorer, select loop 101-F-100.
7. Right-click the loop, and on the shortcut menu, click Reports > View in CAD
Application to view the drawing blocks attached to the loop.



Associate Blocks with Tag Numbers Manually
The block assignments made by the initialization process were created automatically.
You can achieve the same goal by associating blocks with tag numbers manually.
1. In the Loop Explorer, double-click loop 101-F-100 to display the tag numbers.
2. Double-click tag 101-FT-100 to display its associated block.

3. Right-click the Analog Input SmartSketch block.
4. On the shortcut menu, click Actions > Dissociate Blocks from Tag Number to
dissociate the block.
5. At the prompt, click Yes.
6. Right-click the 101-FT-100 tag.
7. On the shortcut menu, click Actions > Associate Blocks with Tag Numbers.
8. On the Associate Blocks with Tag Numbers dialog box, select block Analog
Input SmartSketch as shown.

9. Click OK.



In the Loop Explorer, you now have one red block associated with tag 101-FT-
100. Blocks are shown in red to indicate that they have been associated manually.

10. Right-click the Analog Input SmartSketch block attached to tag 101-FT-100.
11. On the shortcut menu, click Reports > View Block in CAD Application to
display the block drawing in your CAD application.
12. Check that the wiring macros show the correct group level and sequence for the
wires, as in the following example.

Change the Block Association Method from “Block – Instrument
Assignment” to “Manual Association”
1. In the Loop Explorer, double-click tag 101-FE-100 to display the associated
block.
The block is displayed in green because you associated this block with the tag
number using the block-instrument type assignment.



2. Right-click the tag, and on the shortcut menu, click Actions > Change Block
Association Method.
3. At the prompt, click Yes.
The software changes the association method to manual. In the Loop Explorer
the block is now displayed in red.

4. Repeat the same procedure for tags 101-FY-100 and 101-FV-100.

Generate a CAD Loop Drawing
1. In the Loop Explorer, select and then right-click loop 101-F-100.
3. On the Generate Loop Drawings dialog box, do the following:
a) In the Generation method list, select CAD.
b) Select the Save drawing automatically check box, and click Browse to
navigate to the desired output folder.
4. Click OK to generate the loop drawing.
5. Inspect the results and verify that the loop drawing output reflects the wiring data
as you executed in the session on the Wiring module.



Add a New Revision to a Loop Drawing and Generate the Loop
1. In the Loop Explorer, select and then right-click loop 101-F-100.
2. On the shortcut menu, click Actions > Loop Drawing List.
3. Click Revisions.
4. On the Revisions dialog box, click New to add a new a revision for the loop.
5. Regenerate the loop and view the new revision data in the loop drawing.
Note
• The following screen captures show how the loop drawing for loop 101-F-
100 appears before and after generation. Note how the macros are
replaced by SmartPlant Instrumentation data after the generation.



Loop Drawing with Macros Before Generation

Loop Drawing After Generation


You can create, edit, and view the physical installation detail drawings of instruments
and the fittings that are required to connect them to the piping. You can also list the
parts and generate a Bill of Material.

Hook-Up drawings instruct the contractor how to install the instruments and what
type of fittings and accessories should be used. You use the Hook-Ups module to
perform the following operations:

• Create the required hook-up types (categories)
• Create appropriate hook-ups within hook-up types
• Associate actual CAD drawings with SmartPlant Instrumentation hook-
ups
• Build a fittings library and associate the fittings with the appropriate hook-
ups
• Generate a Bill of Material
Note
• Before starting the module, make sure the hook-up drawings that you
require are located in the path <SmartPlant Instrumentation home
folder>Hook-upStandard.

• To open the Hook-Ups module, do one of the following:
• On the Module menu, click Hook-Ups.


Set Preferences for your CAD Application
2. In the tree, navigate to Hook_ups > File Locations.
3. Set the folder locations for each group of files as appropriate for the specified
CAD application as shown in the following example.



Important
• You must specify the folder locations for the software be able to create
drawing blocks and generate hook-up drawings using the CAD
application that you selected.
• On the Preferences, General page ensure that you have defined a
value for Temporary folder path.
4. Click OK.
Note
• If the Hook-Ups module is already open when you set the preferences, you
must close the module and then re-open it for the settings to take effect.

Task 2 — Creating Hook-Up Items

Create a Library
1. On the Tables menu, click Item Libraries.
2. On the Item Libraries dialog box, click New to open the Item Library
3. In the Item library field, type DEMO HOOK-UP LIBRARY.



4. In the Description field, type DEMO HOOK-UP ITEMS LIBRARY and then
click OK.
5. On the Item Libraries dialog box, select the library you just created, select the
Set as current item library check box, and click OK.

Add Items to a Library
2. On the Item List for Current Item Library dialog box, click New.
3. On the Item Properties dialog box, enter data as shown.



Tip
• To add manufacturers, click the ellipsis button beside the
Manufacturer property and on the Item Manufacturers dialog box,
add new manufacturers SWAGELOCK and WORCESTER.
4. Click Apply.
5. Click Close to close the Item Properties dialog box.
6. On the Item List for Current Item Library dialog box, click New and then
enter the next set of data as shown.

7. Continue to add items with properties as shown.

8. Click OK to close the Item List for Current Item Library dialog box.



Task 3 — Creating Hook-Ups and Attaching Them to Tag
Numbers

Create a Hook-Up Type and a Hook-Up
• On the Associations menu, click Hook-Up Explorer.
2. In the Hook-Up Explorer, right-click the Hook-Up Explorer folder.
3. On the shortcut menu, click New > Hook-Up Type.
4. On the Hook-Up Type Properties dialog box, type data as shown.

5. Click OK to display the new hook-up type in the Hook-Up Explorer.
6. In the Hook-Up Explorer, right-click the hook-up type you just created.
7. On the shortcut menu, click New > Hook-Up.
8. On the Hook-Up Properties dialog box, type the hook-up name as shown and
navigate to the drawing block file in the path <SmartPlant Instrumentation home
folder>CADBlocksH_646MT.sym.
Tip
• The path on your system may be slightly different from the one shown.



9. Repeat steps 1 – 4 to complete the creation of another hook-up type with the
following information:
a) Hook-up type name — VALVES.
b) Hook-up type description — ALL TYPES.
10. Repeat steps 5 – 7 to complete the creation of another hook-up under the
VALVES hook-up type with the following information:
a) Hook-up name — CV.
b) Hook-up description — CONTROL VALVE.
c) Drawing block file name — <SmartPlant Instrumentation home
folder>CADBlocksH_646MT.sym.

On completion, the hook-up types and hook-ups should appear in the Hook-Up
Explorer as shown.

Note
• SmartSketch hook-up drawing files have extension .sym, AutoCAD hook-
up drawing files have extension .dwg, and MicroStation hook-up drawing
files have extension .cel.



Attach Hook-Up Types to Instrument Types
1. Click .
2. On the Hook-Up Type - Instrument Type Assignment dialog box, in the Find
instrument type box, type FE.
3. Select instrument type FE – D/P TYPE FLOW ELEMENT as shown.

4. Click Assign.
5. On the Assign Hook-Up Type to an Instrument Type dialog box, select FLOW
as the hook-up type.
6. Click OK.
The selected hook-up type is now assigned to the highlighted instrument type.



7. In the same way, assign instrument type FT – D/P TYPE FLOW
TRANSMITTER to hook-up type FLOW and instrument type FV –
CONTROL VALVE to hook-up type VALVES.
8. When done, click Close.
Note
• It is possible to assign more than one hook-up type to a particular
instrument type, for example, FT will have an installation hook-up
drawing and a typical cable installation drawing. One hook-up type can
also have more than one instrument type assigned to it, as you did in the
example.

Assign Instrument Tags to Hook-Ups
1. In the Hook-Up Explorer, right-click the hook-up FLOW INSTR. BELOW
RUN-LIQUID.
2. On the shortcut menu, click Actions > Hook-Up Tag Numbers.
3. Click Assign.
4. On the Assign Tag Numbers to Hook-Up dialog box, in the Instrument Type
data window, first select instrument type FE – D/P TYPE FLOW ELEMENT
and then select tags 101-FE-100 and 101-FE-102 to be installed as shown.
Tip
• Use the Ctrl or Shift keys to select more than one tag number.

5. Click Assign to assign the tag numbers.



Tip
• When you do this, the tag names no longer appear in the Tag data
window.
6. Repeat steps 2 – 5 for FT – D/P TYPE FLOW TRANSMITTER and choose
Tags 101-FT-100 and 101-FT-102.
7. Click OK to close the Assign Tag Numbers to Hook-Up dialog box.
8. Click Close to close the Hook-Up Tag Numbers dialog box.
9. View the assigned tags in the Hook-up Explorer.

Task 4 — Assigning Items to the Hook-Up Drawing

Assign Items from the Current Library to a Hook-Up
1. In the Hook-Up Explorer, right-click the hook-up FLOW INSTR. BELOW
RUN - LIQUID.
2. On the shortcut menu, click Actions > Hook-Up Items.
3. On the Hook-Up Items dialog box, click Assign.
4. On the Assign Sub-Library Items to Hook-Up dialog box, hold down Ctrl and
select item numbers 32, 45, 102, and 182.
5. Click OK to display the selected items in the item list.



Tip
• You can edit the quantity (number of items or length) of each item by
typing the appropriate number in the Quantity column.
6. When done, click OK to close the dialog box.
7. In the Hook-Up Explorer, expand the hook-up FLOW INSTR. BELOW RUN -
LIQUID and view the hook-up items as shown.

Task 5 — Generating a Bill of Material (BOM)

Generate a Bill of Material
1. In the Hook-Up Explorer, select a hook-up type or hook-up.
2. Right-click, and on the shortcut menu, click Reports > Bill of Material.
4. Select the Edit mode check box to enable entering of figures in the Total Qty
For Order column (the last column in the report).
5. Select the Print tag list check box and then click .


Viewing and Modifying Data for Multiple
Records
SmartPlant Instrumentation allows you to view, modify and print out your data for
various entity categories using the Browser module. You can open multiple windows
that present you with information.

You access and manipulate your data by defining and using browser views. You can
customize each browser view to present the data that is important for you – this
includes specifying which properties to display, determining the order of the property
columns, and sorting or filtering the data records according to criteria that you
specify.

For example

The Control Valve Browser (available after expanding the Process Data and
Calculation group) allows you to view and manipulate control valve data (process and
calculation results data) of the current plant. The Loop Browser (available after
expanding the Loop Drawings group) allows you to view and manipulate the loop
data (Loop Form) of the current plant, and so on.

• To open the Browser module, do one of the following:
• On the File menu, click Browser Manager.
The Browser Manager window opens.



Task 1 — Viewing and Editing Tag Number Data from a
Browser View
There is a special browser known as the Instrument Index Standard Browser,
which in addition to allowing you to view and edit tag number data, also provides a
means of performing a number of other tasks related to tag numbers, such as
generating specification sheets, associating tag numbers with loops, and perfuming
I/O assignments.

View and Edit Data for a Single Tag Number in the Instrument Index
Standard Browser
1. Open the Instrument Index module by doing one of the following:
• On the Modules menu, click Instrument Index.
2. Open the Browser View window for the Instrument Index Standard Browser
by doing one of the following:
• On the Actions menu, click Browse Index.
3. To edit a single data value, click in the cell containing that value.
Tips
• To move to the next data value in the same row, press the Tab key.
• Click Ctrl + Home to move to the first editable value at the beginning
of the tag list or Ctrl + End to move to the end of the tag list.
• Non-editable data appears with a yellow background.
Notes
• Some fields only enable you to select from a list. If you want to add to or
delete some of the options in a list, you can access the required list from
the Tables menu in the Instrument Index Module window.
• The software automatically saves to the database changes you make to a
record when you proceed to another record or when you close the
Browser View window.



Edit the Browser View Window Records – Multi-Row Editing
Now you will learn how to select a number of tag numbers in the Instrument Index
Standard Browser for multi-row editing. When selecting the multi-edit option, a
dialog box opens where all the available Browser View window fields for the
selected tag are available. In addition to this multi-editing feature, you are also able
to access the appropriate supporting tables if you need to update the available options
in the lists.
1. In the Instrument Index module, open the Browser View window for the
Instrument Index Standard Browser by doing one of the following:
• On the Actions menu, click Browse Index.
2. Select multiple tags by doing one of the following:
• To select a group of consecutive tags, select the first tag in the group and
then press and hold the Shift key, and then click the last tag in the group.
• To select a group of non-consecutive tags, click the first tag that you want
to select, then press and hold the Ctrl key as you click the other tags that
you want to select. (You can also click Ctrl + Home to move to the
beginning of the tag list or Ctrl + End to move to the end of the tag list.)
• On the Browse toolbar, click .
• On the Edit menu, click Properties.



The Tag Number Properties dialog box opens (in this example, the selected tag
is 101-FT-100).

4. Edit the data as desired.
Tip
• To modify data in a supporting table, click the ellipsis button
beside the desired property.
5. Click Apply to save all the data for the currently selected tag.
6. Click Next to display the next tag to be edited (available only if you selected
multiple tags).
7. After making changes, click Apply again.
8. When done, click OK to return to the Browser View window.

Edit Data Using the Browser View Buffer
The Browser View Buffer data window provides a very convenient way to copy
complete tag data from one tag to another. You can copy all the data of an existing
tag to a newly created tag or an existing tag.



You can use the Browser View Buffer data window to update multiple tags in a
batch.

1. In the Browser View window, select tag 101-FT-100.
The software copies all the tag data to the Browse Buffer data window.
3. Select tag 101-FT-201 which has the same instrument type as tag 101-FT-100.
The software copies the data from tag 101-FT-100 to tag 101-FT-201.

Task 2 — Finding and Sorting Data in a Browser View
Window
Each Browser View window offers convenient sort and search tools that you can use
to find a specific value and sort the data as you require. You can search for any
record that exists in any of the Browser View window columns. For example, in the
Instrument Index Standard Browser, you can find a specific tag number, an
instrument type, or an I/O type, and so forth. The following search options are
available:

• Find a record by entering the whole value, for example, 101-FV 100 (the
full tag number)
or CONTROL VALVE (the full instrument type value).
• Find a record by entering a string which is a part of the value, for example,
FV (or just V)
or CONTROL VALVE (the full instrument type value).
• Search for a record as you type in the value.

Find a Tag Number in the Browser View Window
This feature enables you to find a tag number in a long list of tags on the fly.
1. In the Browser View window, select the Tag Number column header.
3. On the Find dialog box, select the As typed option button and in the Find what
box, type 101-FT-201.



Tip
• Use the Tab key to skip to the first character of each tag segment.
Watch how the software takes you to the tag number you are looking for in the
Browse window.
4. Close the Find dialog box.

Find a Particular Value in the Browse Window
This feature enables you to find a value in any column in the Browser View window.
You select the column that you want to search and then use the Find command to
find the required value in that column. Let’s say that you want to find a value in the
Service column. Do the following:
1. In the Browser View window, click the Service column header.
The software selects all the records in this column.
3. On the Find dialog box, select the String option button and in the Find what
box, type Feed to.
Tip
• Ensure that you have cleared the Case sensitive check box.



The dialog box should appear as follows.

4. Click Find to highlight the first occurrence of the value you typed in.
5. Click Find again to find the next occurrence of the value you typed in.
6. Close the dialog box.
Now find all the occurrences of the following values:

• Fisher (in the Manufacturer Name column)
• AI (in the I/O Type Name column)

Sort the Data in the Browser View Window
This option enables you to sort the displayed tag numbers in the Browser View
window according to the existing columns.
1. Double-click the Instrument Type column header to sort the tag numbers
according to their instrument type. (If you double-click this column header one
more time, the software reverses the sort sequence.)
Tip
• If you are searching for a value in a very long list, sort the data
according to that column before starting the search.
2. Now sort the tag numbers in the Browser View window according to their I/O
type.



Task 3 — Using More Features of the Standard Instrument
Index Browser
There are several other features that are specific to the Standard Instrument Index
Browser. We will now show you some of these useful features that will make your
work easier and faster.

Use the Browse Window Shortcut Menus
Right-clicking anywhere in the Browser View window opens a shortcut menu that
allows you to perform the most common actions available in the Instrument Index
module. Try it now and see what options are available.

Open a Document Associated with a Tag Number
This feature enables you to access the documents associated with the selected tag
number.
1. In the Browser View window, select tag number 101-FT-100.
2. On the module toolbar, click to open the Documents pop-up window.

Tips
• Available documents appear in bold. The software created some of
these documents automatically based on your definitions for the
instrument type profile associated with the tag when you created it.
• Disabled options signify that no documents of this type have yet been
created for the selected tag.
3. Click on each available option to access the associated documents.



Tip
• You can view the documents, print them out, and save them as
external files if necessary.
4. Click to close the Document pop-up window.

Associate an External Document with a Tag Number
This option allows you to associate an external document (a file not created in
SmartPlant Instrumentation) with a selected tag. After making this association, you
will be able to open this document from the Browser View window.
1. Select the tag with which you want to associate an external document.
2. Right-click the selected tag, and on the shortcut menu, click Tag Number
Activities > Associate Documents.
The Associated Documents dialog box for the selected tag opens.
3. Click Associate to open the Associate External Documents dialog box.
4. Navigate to the folder in the path <SmartPlant Instrumentation home
folder>CADBlocks where the CADBlocksLib.xls file is located.
Tip
• The actual location of the home folder on your computer depends on
where you installed SmartPlant Instrumentation.
5. Click Open.
A new data line is added to the Associated Documents dialog box displaying the
information about this external document.
The dialog box should appear as shown (your file location may be different from
the location shown in the example).



6. Click in the Description field and type a description as desired.
7. Click OK.
8. Now open this file by doing the following:
a) Select the tag with which you just associated the file.

b) Click to open the Documents pop-up window.
c) Scroll down and click Other to open the Associated Documents dialog box.
d) Select the document that you want to view and click Open.

Note
• You can associate any external document in any file format supported by
the Windows version installed on your computer. Make sure you have the
appropriate application needed to open the external file.

Task 4 — Creating ‘Junction Box Assignment per Tag’
Browser
You will now create a new browser called Junction Box Assignment per Tag,
containing a list of all tag numbers with their associated junction box numbers and
connection terminals. To create a new browser, you need to create your customized
style, sort, filter, and then a view that becomes your new customized browser.

Create Your Customized Style
1. Open the Browser module by doing one of the following:
• On the Modules menu, click Browser.
2. In the Browser Manager window, expand the Instrument Index browser group
by clicking the icon.



3. Right-click JB - Index Browser.
4. On the shortcut menu, click Add View.
5. In the View profile data window, click Edit to enable editing.
Tip
• The Edit label changes to Save.

7. Click Save to save the new view profile.
8. In the Browser groups data window, expand JB-Tag Index and click Style to
open the Style section.

9. Click Edit to enable editing.
Tip
• The Edit label changes to Save.
10. In the Name field, select the displayed name and overtype this name with a new
style name — Junction Box Style.



Tip
• You can modify the field names to suit your needs, for example, in the
Field Name column, select Panel Name/DCS/Cabinet and type in
Cabinet instead.
11. Select the View check box for the following fields that are to be included in the
new style (the color of the selected field changes to red):
• Tag Number (selected by default and must be included)
• Cable Name
• Panel Name
• Service
• Terminals
• Location Desc
• Instrument Type
The window should appear as shown.

12. Click Customize to open the Customize Field Layout dialog box.

13. Customize the layout as follows:
a) To rearrange the field sequence, drag field headers to the location where you
want them to appear.
b) To modify field size, drag field borders to the left or to the right.



14. Click OK to generate the customized layout and return to the Browser Manager.
15. Click Save when done (if Edit is displayed, click it first then click Save).
All the fields you selected now appear in the Style Field List.

Create a Customized Sorting Sequence
1. Make sure that the hierarchy tree of the JB-Tag Index browser is expanded. If it
is not, double-click it so that it appears as shown.

2. In the Browser groups data window, click Sort to display the Sort group
box.
3. Click Edit to open the fields for editing.
4. In the Name field, type Ascending by Tag.
5. Click in the highlighted Field Name column and from the list, select Tag
Number.
6. In the Order column, select the Ascending check box.



7. Click Save to save your sort definition.
Your new sort definition now appears in the Sort Field List data window.

Create a Customized Filter
The Browser module enables you to define a filter for your new browser. However,
the browser you are creating now does not require a filter.
1. Make sure that the hierarchy tree of the JB-Tag Index browser is expanded. If it
is not, double-click it.
2. In the Browser groups data window, click Filter to display the Filter group
box.
3. Click Edit.
4. In the Name field, type All Instruments.
5. Define the filter criteria as follows:
a) In the Field Name column, select Tag Number.
b) In the Operator column, select like.
c) In the Value column, type %F%.

Tip
• The ‘%’ symbols behaves as a wildcard, and in this example will
display all tag numbers that contain the string ‘F’.



6. Click Save.

Open Your New Customized Browser
Now that you have completed defining your new browser, you can open it and use it.
1. In the Browser groups data window, select the JB-Tag Index browser view.
2. On the Browser toolbar, click Open View to open your newly created
browser view.



3. If desired, modify the layout as follows:
a) To change the column sequence, drag column headers to the new positions
where you want them to appear.
b) To change the width of a column, position the cursor on the border between
two column headers and drag the border to the right or to the left.

Note
• If you change the layout from the browser view, to retain the modified
column sequence and widths the next time you open the browser view,
right-click anywhere inside the browser view, and on the shortcut menu,
click Save Field Layout.

Task 5 — Creating a New Customized Process Data
Browser
This task involves the creation of a new browser based on the process data available
in SmartPlant Instrumentation.

Create a New Browser — ‘Flow Meters’
You are now going to create a new browser in the Process Data and Calculation
browser group called Flow Meters. Use the procedure given for the JB-Tag Index
browser.
1. In the Browser Manager, expand the Process Data & Calculation browser
group tree hierarchy.
2. Select Flow Instrument Browser and add a new view.
3. In the View name box, type Flow Meters.
4. From the Data level list, select Unit.
5. Click Save.
6. In the Browser groups data window, expand the view that you created and click
Style to display the Style data window.
Tip
• Before making your selection of the fields to include for the style,
click the Field Name column to arrange the field names in
alphabetical order.
7. Select the following fields to include in the style:
• Beta Ratio
• Bleed/Vent Hole Diameter



• Flow Maximum
• Flow Minimum
• Flow Normal
• Fluid Name
• Fluid Phase (PD_FLUID_STAT)
• Full Scale Flow
• Line Number
• Orifice Diameter
• Pipe Material
• Service
• Tag Number
8. Sort by tag number, as previously.
9. Define a filter as shown (to display only tags that include the string ‘FE’).

10. Save all your settings.
11. Open the new browser to see the results, which should appear similar to the one
shown.



Note
• The data displayed depends upon the number of flow elements you have
created.

Task 6 — Customizing the Printout Structure
You will now learn how to customize the layout structure for a printed out browser
view. You can select the fields to be included in the printout and determine the
following:

• Column sequence
• Column size
• Field layout: single field per column or multiple fields per column (up to
five fields per column)
• Text and header font size
• Column and header height

Create a New Line Browser and Customize Its Printout Structure
1. In the Browser Manager window, expand the Instrument Index browser group.
2. Select Line Browser and click to add a new browser.
3. Define the view profile of the new browser as shown.

4. When defining the style, select the following fields:
• Line Internal Diameter
• Line Number
• Line Schedule
• Line Size



• Line Type Name
• Line Unit
• Pipe Material
5. Click Layout to open the Layout dialog box (if this button is not active, click
Edit).

6. Select labels from the Column Header data window and drag them to the
columns where they are to appear in the print-out as shown.

Tips
• Your printout layout can take the form of single fields in each column
or multiple (no more than 5) fields in a single column.
• The fields that you do not select from the Column Header data
window will not show up in the printout even if they exist in the
Browser View window for the current browser.
7. Click Font to open the Select Font Size dialog box where you customize the
column and header font size as well as the heights of the rows and the header.



8. If the values are different from the font sizes shown, use the spin boxes to set the
values
Tips
• You must define the column height before generating the printout
structure, otherwise the Generate Printout Structure dialog box will
not display any data.
• The font size and the height properties are measured in points. 1 point
= 1/100 inch.
9. Click OK to accept your settings and return to the Layout dialog box.
10. Click Generate to open the Generate Printout Structure dialog box where you
customize the column sequence and size.

11. Set the printout structure as follows:
a) Set the column sequence by dragging the column header to the required
position.
b) Set the column size by dragging the edge of the column either to left or to the
right.



c) Click OK to accept the settings and return to the Layout dialog box.
12. Click Save to save all the settings and close the Layout dialog box.
Tip
• The multiple field layout is shown in the printout only.
13. On the module toolbar, click to display your customized browser.
14. Click to print out the new browser view.
15. At the prompt, click Yes to display the print preview.
Observe how the Browser View fields are arranged in the generated print
preview.

Task 7 — Using the Sum and Avg. Features in Printed
Reports
The Sum and Avg. features in the Styles Settings of the Browser Manager window
enable you to display the total and average values of all the numeric values in the
rows contained in each group delimited by a group separator in the print preview.

Create a New Cable List Browser and Print Out the View Report
You are now going to create a new browser called Cable List for which the style
definitions contain sum and average settings. You will then generate the browser
view report for this browser and see how these settings affect that report.
1. In the Browser Manager window, expand the Wiring browser group.
2. Select Cable Browser and click to add a new browser view.
3. Define the view profile of the new browser as shown.



4. Click Save.
5. In the right pane of the Browser Manager, double-click Style to define the
style settings for the new browser.
6. Name the style Default Cable List Style.
7. When defining the style, select the following fields:
• Cable Name
• Cable Description
• End 1 Location
• End 2 Location
• Length
• Units
• Jacket Color
• Cable Type
• Manufacturer
• Model (selected automatically when you select Manufacturer)
8. For the Length field, select the Sum and Avg. check boxes as shown.



9. Click Customize to modify the width and sequence of the selected fields and
determine how they appear in the Browser View window.
10. Click Layout to set the printout structure of the new browser view. Customize
the printout structure as needed.
Tip
• You cannot use the multiple field layout if you want to display the sum
and average values in the printout.
11. Click to set a sorting sequence. Click Edit and then select the Cable
Description field for sorting the data by. This allows you to group all the fields
in the printout according to this field.
12. After saving the settings, click to display your customized browser.
Tip
• In the Browser View window, make sure that all the fields in the
Length column contain values and that the unit of measure in the Unit
column is meter.
13. Click to print out the new browser view.
14. At the prompt, click Yes to display the print preview.
15. In the generated Cable List Report, do the following:
a) In the Group separator group box, select the Insert a separating line option
button.
b) Select the check box beside Cable Description as the group separator and
click OK.

The software regenerates the report displaying the total and average length values
for each group having the same value of Cable Description.



Tip
• Your report output may differ from the one shown according to the
cables that exist in the database.
16. Save this report as an external file and print it out if desired.


Demo P&ID

FILE: PID.DWG D:MYFOLDER1TUTORIAL
BY DATE
PROPO.

DESIGNER
DES.
DRAWN.
1 ADD FI-201 MS 15.08.99 CHECK.
DESCRIPTION : P&ID TUTORIAL FOR DEMO PROJECT
0 UPDATED MS 10.10.04 APP.
P0 FOR TUTORIAL MS 01.11.04 TUTORIAL BOOK CHECK.
No: DESCRIPTION BY APP'D DATE DWG No. SUBJECT INS.ENG
REVISIONS REFERENCE DRAWINGS APP. DWG. NO.: 101-PID01-001 REV 1

DCS
OPERATOR
STATION
HIWAY
DCS PLC
CABINET CABINET
101-DCS-001 101-PLC-001
DCS PLC
Wiring Block Diagram

MARSHALLING MARSHALLING
CABINET CABINET
101-MR-DCS-001 101-IR-002
DCS PLC
FIELD JB JB FIELD
INSTRUMENTS INSTRUMENTS
101-JB-DCS-001 101-JB-PLC-001

FILE: pid_wir.dwg
BY DATE
PROPO.

DESIGNER
DES.
DRAWN. Y.L 29.7.98 DESCRIPTION :
CHECK.
WIRING BLOCK DIAGRAM FOR DEMO PROJECT
0 UPDATED MS 10.10.04 APP.
P0 FOR TUTORIAL MS 01.11.04 TUTORIAL BOOK CHECK.
No: DESCRIPTION BY APP'D DATE DWG No. SUBJECT INS.ENG
REVISIONS REFERENCE DRAWINGS APP. DWG. NO.: 101-PID01-001 REV 0

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