cadworx isogen tutorial
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CADWorx Isogen TutorialTRANSCRIPT
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C DWorxVideo Training SeriesModule ThreeIsogen Implementation and ustomization
Written by Anthony W. Horn 2011CAD Training Technologies, LLC Houston, TX USA 238
You will cover manyaspects of working
with the Isogenmodule in
CADWorx
Many HELP Filesare available
Module Three
Isogen - Implementation and Customization
In this lesson you will learn how to:
Set up an Isogen Main Directory Set up Isogen Project Folders Select example Borders for your isometrics Test and run Isogen for the first time on your system Set up your own border, or a clients border Automate text updating in your own title block Adjust the drawing settings
oDimension settingsoNorth Arrow orientationoChanging the North Arrow symboloContinuation notesoUser fontsoPart number enclosuresoRolled offset representationoForce drawing into one isometric
Include Detail sketches Illustrate Restraints (supports, hangers, etc.) Modify the Bill of Materials Show Welding information Include Valve Operators, Dummy Legs, Field Welds
Note: There are manyHELP Filesthat ship with CADWorx
Plant Pros Isogen. Look in the CADWorx Plant
2008\Isogen folder. Youll see several sub folders. In
these sub folders will be a collection of .pdf help files.
You can use these as needed for further detailedinformation.
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Starting IsogensProject Manager
Project Managercontrols all the
Isogen settings
Now youll set themain folder for all ofyour Isogen project
drawings
You can set the mainfolder on the localdrive, or on the
network
Setting up an Isogen Main Directory Folder on your system
1.
Click the Start button (lower left of your screen).2. Click Programs3. Click CADWorx Plant 2009 Isogen4. Click Project Manager5. Click Project Manager
This starts the Isogen Project Manager Program.
You should see the following dialog box.
Setting the main folder for all of your Isogen projects and
isometric drawings.
6. Click the Create NewIsometric Directory button(the first button on the left,
gray in color).
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Specifying the mainIsometric Directory
for all of your
Isogen Projects anddrawings
You can create themain directory on a
local drive or on a
network drive
Under the maindirectory (called the
Isometric Directory),
you can createmultiple project
directories
These ProjectDirectories are yourvarious projects, orjobs. They can
contain client
borders or settings
specific to each
particular project
7. Click next to the C: (in the name box), and8. Type: Isogen_Projects (filling out the dialog box as
shown.)
Note: If you want to create your folder on a network,
click the Network button, and browse where you
want your folder created. Then type
Isogen_Projects (as shown in the previous
step). Your folder will then be created at a
network location.
9. Click the OK button.10. Click Yes (when asked in the next dialog box).11. You will see the system create the Isometric Directory (this
is the main level directory).
Creating a Project Directory
12. Click the Create New Project tool button (the secondbutton over, yellow in color).
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This is where youselect the Borders
you want to use, andtell the system to
output the isos as
DWG files(recommended)
13. Fill out the New Project dialog box as shown.Name it Project_1
Highlight Metric_Inch_A1, A2, and A3 (as shown).
Set the Output Format to
AutoCAD DWG.
14. Click the OK button after filling out the dialog box asshown.
15. The system will create sub-folders for each of thedrawing borders you selected, as shown next.
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This is where youselect the Bordersyou want to use, and
tell the system to
output the isos asDWG files
(recommended)
If youre doing anetwork installation,
you can deploy theproject information
to the various
workstations
If youre working on a network, and you want to
deploy the setup to various workstations, you wouldgo through the previous steps as shown, and then follow
the steps shown next.
To deploy the project information to the variousworkstations, you would go to each workstation and start
Project Manager, then
a. Click the Create New Isometric Directory button
(as shown previously).
b. Click the Network Button on the first dialog Select
the Isometric (main level) directory by browsing
across the network to it.
c. Select the Isometric Directory youve created (asshown previously), and the Project Directorys
information will be shown. If you have multiple
projects, that information will all come across.
16. Click the folder named Metric_Inch_A2.17. Youll see the following dialog box appear.
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This dialog box iswhere you access
various settings for
the Metric_Inch_A2border
Notice the tabs alongthe top. The
Drawing Control
and External Datatab will be useful
later
Clicking theApply button setsthe
Metric_Inch_A2
border as the defaultborder
Creating a simpleCADWorx drawingfor testing
18. Click the Apply button (this sets the Metric_Inch_A2border as the default).
19. Click OK (for Settings Saved).20. Minimize the Project Manager dialog box, and21. Start CADWorx Plant Professional.22. Start a new drawing (use a template).23. Set the Main Size to 6.24. Set the Spec to 150.25. Create a simple drawing with the lengths as shown.
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Sending a drawingout to Isogen for
testing
On this dialog boxyoull click OK for
the test, but you can
also select differentborders here, and
also different
projects (ifavailable)
Testing and Running Isogen
26. Click Plant27. Click Accessory28.
Click Isogen29. Click Isogen Out
The system will bring up the following dialog box,
showing your Isometric Directory, the Project Directory,and the Border it will use for the Iso. This screen may
vary, depending upon your system setup.
30. Click OK.
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Sending a drawingout to Isogen for
testing
Viewing thegenerated Isogen
isometric
31. Press (to select components).32. Window the objects in the drawing, and33. Press .34. The system will show the following dialog box.
Note: If you got an error message, or a disconnect
message, you probably did not draw the pipes andelbows touching each other. See the first video
lesson in the Piping Module on how to connect
components correctly.
35. Click the Open Plot Files button to view the Isogen isocreated by the system.
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Sending a drawingout to an A3 sized
border for testing
Viewing thegenerated A3 sized
isometric
In a later sectionyoull see how tobring in your own
border, or a clients
border
Testing on an A3 Sized Border
36. Close the Iso (click the X in the upper right corner of thedrawing) and say No, to not save the iso.
37.
Click Plant38. Click Accessory39. Click Isogen Out40. Click the down arrow to choose a Style, and select the A3
Border.
41. Click OK42. Press (to select components).43. Window the components in the drawing and press .44. Click Open Plot Files to view the generated isometric,
drawn on the A3 sized border.
45. Follow the video to add components to the line and run iton different borders.
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Restarting theProject Manager
program
Clicking on theDrawing Control tab
This example usesan A2 border. You
can set the switchesto change Isogen
settings on any of
the borders available
This will open upthe drawing optionsthat you can change
to make the
isometric look theway you want
After viewing, close the drawing.
Options that change the drawings appearance
You can look at the options for any size border. In this
next example youll view the settings in an A2 border.
All borders (Imperial, Metric, and Mixed Metric)
have the same switches that can be set to make an
isometric look the way you want.
46. Reopen Project Manager. If it is available at the bottomof your screen, click on it to bring it up for viewing. If it
has been closed, click Start, Programs, CADWorx Plant
2009 Isogen, Project Manager, Project Manager.47. Click on the Metric_Inch_A2 style (your screen may
show a list or projects different than the illustration,
depending upon your system setup).
48. Click on the tab labeled Drawing Control.
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Restarting theProject Manager
program
Clicking on theDrawing Control tab
This will open upthe drawing optionsthat you can change
to make the
isometric look theway you want
You can see there ismore than one page
for each of the tabs
On page 2 there areswitches to change
the appearance of
rolled offsets on theisometrics
49. Click on the Options File and Click Edit.This will bring up the Options Editor for the Drawing
Options.
The margins at the top right area of the dialog box can bechanged to modify the position of the plotted iso on the page.
This can be useful later when you see how to bring in yourown border.
Notice the figure at the lower right
corner of the dialog box.
This will take you to the next page of settings. Each tab canhave multiple pages of settings.
50. You can change any or all of the following settings.51. This next section is to show you some of the many options
that can be set in Isogen to change the appearance of adrawing.
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Changing how thedimensions across
gaskets are shown
On page 2 you cansuppress the
dimensions across
small branches
On page 3 you canturn on overalldimensions
Click on the Dimensioning tab at the top of the screen.
52. Click on the down arrow the lists the choices fordimensioning gaskets (under area with the 9 shown thisis switch 9.) See the figure below.
53. Set it to have the Gaskets Included in ComponentDimensions.
54. Click on the area in the lower right of the dialog box togo to page 2.
55. Notice on this page you can tell the system you want toturn off dimensions across small branches.
56. On page three you can instruct the system to add overalldimensions.
56. Click on the Iso Style tab.
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This area lets youchange the way PartNumberslook,
which way the
North Arrow
points, and how aSpec Breakwill
look
On page 2 you canchange how a Rolled
Offset looks
There are several switches you could set here to changehow your isometrics look.
On this dialog box you could change how the
Part Numbers look Which direction the North Arrow points How a Spec Break will look
57. Click on the next page symbol at the lower right corner ofthe dialog box.
58.
Notice on this second page you can change how the rolledoffsets will be shown (a box, with or without hatching,
etc.).
59. Click on the tab labeled Iso Content.
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This area lets youenable Spoolcallouts
You can modify howthe Instrumentsareshown
You can turn onValve Tab labeling
Isogen will label textin the TAG field onNozzles or
existing Long
Weld Neck Flanges
60. The first page has options for changing how the coordinateson the isometrics are labeled.
61. Click on the area at the bottom to go to page 2.
62. Page 2 has switches to turn on and modify how the systemcan label spool pieces in the isometric.
63. Theres also a switch to modify how the instruments aredepicted.
64. Theres a switch to turn on Valve Tags.Isogen will also label the text that is put into the TAG field on
a Nozzle drawn in the Equipment Module. Also it will label
any text put in the TAG field on any Long Weld Neck Flangethat is set as Existing in a model.
65. Page 3 has a switch to have Insulation and Tracing appear onthe isometric.
66. There is also a switch to turn on Flow Direction Arrows overcheck valves on this page.
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Enabling User Fonts
67. Click on the Material List tab (at the top of the dialog box).68. In the lower left section of Page 1 is a place to set up the
User Fonts. This is disabled by default. To set it
69.
Click File (at the very top of the screen) and70. Click Exit. Save any changes, if you want to keep them.This returns you back to the main screen for Project
Manager.
71. Click the tab named External Data.72. Click in the blank space next to Font Information File and73. Click the Browse button.74. Click on the file named FONTSTD.FIF.75. Click the button labeled Open.
This will enable the User Fonts. You will need to set them
in TWO places (description follows also see video asneeded).
76. Click the tab labeled Drawing Control.77. Click (to highlight) in the space next to Options File.78. Click the Edit button.
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Setting User Fontsfor dimensions andlabels
Setting User Fontsfor the Bill of
Materials
Suppressing thecutting list
Adding a cuttingallowance for FieldFit Welds
79. Click on the Iso Style tab (at the top).80. In the top left area is a place to turn on and select the User
Fonts.
81.
Click in the check box, and select Ariel Unicode for the font.
82. Click on the Material List tab (at the top).83. At the bottom of this page is a section to turn on User Fonts.
Click on the check box, and select Ariel Unicode.
On this page is also a section to set up the Material List type.
You will use the standard Type 2 Material List at this time.When you get to the section on the Material List later in this
lesson, the different types will be discussed.
84. Page 2 (on the Material List tab) has a place in the upper leftarea of the page to turn on/off the cut piece list.
85. In the upper right section is an area to set cutting allowancesfor Field Welds. If you wanted to (you dont have to do sonow) you could have the iso include a Field Weld symbol by
placing a Weld Gap component in the piping model. Once
placed, you could double click the Weld Gap component toComponent Edit it, and set its type to MISCL.
This will produce a Field Fit Weld in the generated
isometric.
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Using your ownBorder
Specifying yourBorder
The border drawingyou use must be
saved as a 2004 dwg
The Welding tab has settings for how Welds aredisplayed on the iso. See the section on Welding
Information in a later part of this lesson.
86. At the top of the dialog box, click File and click Save.87. Then click File and click Exit.88. Click the Apply button to save your settings.
Lesson Five in the Isogen videos discusses the Project
File Structure.
Bringing in your Company border or a Client border
You can have Isogen use your own specific border, or a
clients border.
You can also have Isogen fill out text entries within theborders title block, or elsewhere on the drawing.
A couple of important things you must do:
a. You must point to the borders location using the
Project Manager. Its in the area labeled Drawing
Frame.
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Opening the borderand saving it as an
AutoCAD 2004version
Specifying yourBorder
The border drawingyou use must be
saved as a 2004 dwg
Testing the border
b. The border you use must be saved as an AutoCAD2004 drawing. Isogen will not work if you use a
border that is an AutoCAD 2005, 2006, 2007, 2008, or
2009 drawing.
Using your own Border, or a Clients Border
89. Start regular AutoCAD.90. Open the drawing (in your Examples folder) named
Client_A3_Border_0.
91. Do a File, Save As.92. At the bottom of the Save As dialog box, set the Files of
Type area to be an AutoCAD 2004.
93. Click Save and Click Yes when prompted to replace it.94. Close AutoCAD.
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Setting up the newborder
Assigning the new border to the Isogen Project
95. In the Project Manager, Click in the area called DrawingFrame.
96. Click Browse.97. Browse to your Examples folder and select the
Client_A3_Border_0 drawing.
98. Click Apply.This instructs the system to use your border now, instead of
the default border.
99. In CADWorx Plant Pro draw a simple drawing thatconsists of some pipe, flanges, valve, and elbow (see thefollowing figure).
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Creating a small testmodel
Generating an iso onthe new border
100. Test the border by running a simple iso using it as thedrawing frame.
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Positioned Text used to place text ina drawing
Opening thePositioned Text file
Developing the Border Filling out the Title Block Area
Isogen does not use normal attributes to fill out the title
block area like a regular AutoCAD drawing.
Isogen uses Positioned Text for this function.
In Project Manager
101. Click in the Positioned Text area.
102. Click the Edit button.
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Looking at thecontents of the
Iso_A3 sheets
positioned text file
Opening thePositioned Text helpfile
You can Justify thetext (Left, Center,
Right)and you can
Rotate the textas
needed.
This opens up the Positioned Text file that you can adjust tomap the locations of pieces of text onto your border.
103.
Close Notepad now, dont save any changes.
Note: Open the Positioned Text help file (a pdf file). It is
found at C:\CADWorx Plant
2008\Isogen\Isogen_Utils\POS_Help.pdf
You should print out this file, since it is only six pages and hassome useful information in it.
You can see from the file we opened in the previous figurethat there is an item named -6. It has an X position, a Y
position, a Character Width, and a Character Height.
The numbers for position and height are in hundredths of a
millimeter. Since Isogen was originally developed in Great
Britain the values are in metric.
The Positioned Text file can actually have more columns than
shown above. This can be useful, because you can specify the
texts justification and rotation angle as well. Heres anexpanded version of one of the lines with the item labeled -6.
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Some of the fieldsthat can be brought
into your titleblock and drawing
This area allowsyou to create User
Fieldsthat can bemapped into your
drawing. You can
create as many as100 fields
A Justification (column 11) of 0 is Left, 1 is Center, 2 is Right.The Rotation (column 12) can be set as needed (usually 0 or
90).
If you look at the following figures, you can see that the item
labeled -6 is what Isogen uses to place the drawing title (it
uses the pipeline name).
The Positioned Text help file has the following information in
it.
You will use this information to map some values into your titleblock.
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Opening the Projectdefaults dialog box
The project defaultsis where you can puttext that can be
mapped into the title
block area, oranywhere in the
drawing
In the Specificationsarea are some fields
you can fill out andhave them get placed
into your isometrics
automatically
Note: What they are calling a User Defined Attribute
Block in the figure above is not something that comes
from AutoCAD. This is Alias own naming, and it is
used differently than attributes and blocks are used inAutoCAD.
104. In Project Manger 105. Click the Project Name (above the Metric_Inch_A1 this
example is showing an Ansi_B sized border. All units work
the same here.)
Click Project Defaults.This brings up the Project Defaults dialog box.
106. Click on the tab labeled Specification.The Specifications area of the Project Defaults
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The Miscellaneoustab has additionalfields you can store
text information in,
and then have itmapped into your
title block area, or
anywhere on thedrawing.
Any values in these fields (Piping-Spec, Insulation-Spec,etc.) can be mapped into the drawing or title block.
For instance the Piping-Spec would be brought in using the
code of -11. You would add a line to the ANSI_B.pos file(shown in a previous figure) starting with an -11 entry.
Then you would add its X and Y position, and its height.
You could do the same for the other specs, like Insulation-
Spec, Tracing-Spec, etc.
Next youll map in some examples to see how this works.
107. Click the Miscellaneous tab.
108. In the Revision field - Type: A.109. In the Project Identifier field
Type: COADE 001-A25.
110. In the Batch/Area field Type: 3400.
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The Attributes tabgives you User
Defined fields you
can fill out as
needed and havethem mapped into
your title block or
elsewhere on yourdrawing
Setting up values tobe mapped into the
title block
You can create asmany as 100 text
fields to map into
your title block ordrawing
111. Click on the Attributes tab.112. Fill out the values as shown.
These are User Definable fields. You can create as many
as 100 fields to use for text that can be mapped into your
title block. The dialog box shows 10 fields, but if you
click the Append button (shown in the previous figure) youcan keep adding new ones.
113. Click OK when done.
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Opening the borderand looking at the
title block area
Scaling up theborder into metricfor an easy way to
locate points for text
placement
Now that the text fields (Alias calls the attributes) have
been defined, youll figure out where to place them in your
drawings title block.
The first thing you need to do is come up with the coordinate
positions for these pieces of text.
114. Open the :\\Examples\Client_A3_Border_0 drawing.
115. Zoom All.116. Turn on the Layer named Points.117. Zoom in around the Title Block area.
118. Set OSNAPto have Nodeturned on.Type: ID
119. Click on the node at Point 1.
120. Using an OSNAP Node, youll get a valueof 18864, 3250.
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Getting the locationof the point where a
text label will be
placed (mapped to)
Locating variouspoint locations to
place text
Repeat for the other points, and make a list.
Point Number Location
Pt 1 X = 18864 Y = 3250
Pt 2 X = 18864 Y = 1867
Pt 3 X = 31375 Y = 4409
Pt 4 X = 31375 Y = 3667Pt 5 X = 31375 Y = 2451
Pt 6 X = 28017 Y = 1875
Pt 7 X = 28017 Y = 1465Pt 8 X = 35463 Y = 1478
Pt 9 X = 39211 Y = 3972
Pt 10 X = 39211 Y = 3337
Pt 11 X = 39211 Y = 2702Pt 12 X = 39211 Y = 2067
Pt 13 X = 39211 Y = 1432
121. Save the drawing and close it.Now youll edit the Position Text file to set up the mapping
In Project Manager,
122. Click on the Imperial_Inch_Ansi_B (or the border youreworking with).
123. Click in the area for Positioned Text.
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The completedPositioned Text file
Youll need to saveit as a .pos file (not a
.txt type file)
124. Click Edit, to open the positioned text file in notepad.
Modify the file as shown.
One comment :In this example above you mapped in a fixed date from one of
the fields you set up (its listed as the 602 line of
information). You could have used a system date if youwanted to. It would be done by using a 14 (instead of a 602
like you used). Also on the drawing options, System tab,
switch 6 lets you set a date format as needed (see videos).
125. Save the file under the name.126. Client_Border_B_at_0.pos, or Client_A3_Border_0,
depending upon the border youre working with (make sureyou dont save it as a .txt file. Youll have to set the file type
All Files).
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Using the newPositioned Text file
you just modified
Testing and viewingthe results
127. Close NotepadIn Project Manager,
128. Click in the area for the Positioned Text file.
129. Click Browse and select the file you just saved.130. Click the Apply button.131. Click OK132. Test the border by running a simple example through it.
So you can see that Isogen allows you to fill out your title blockas needed.
If you wanted to use a border that had the title block running up
the side of the drawing, you would use the same procedure.
The only thing youd need to do differently is have a 90 for the
rotation angle in the positioned text file.
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For example , the following line would map a text string into the title block area, butrotate it at 90 degrees instead of leaving it a 0 degrees.
-601 31375 2451 0 318 0 0 0 0 0 1 90
Video Seven illustrates how to have the system set up your layer
colors to match the standard Isogen borders.
Lesson Seven
Video OneVideo Two
Video Three
The Lesson Seven videos cover how to use and modify the different
Bill of Materials Styles available with CADWorx and Isogen.
Lesson Eight
Video One
Video Two
These videos discuss Line Numbering and how to run the IsogenBatch command. Also the graphic symbols for a floor or deck
penetration, flow arrows, etc. are covered and you will see how theycan be sent from the model to Isogen automatically.
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Lesson Nine
Video One
Video Two
Video Three
In this lesson you will how to place restraints (hangers, base supports,
anchors, etc.) in the model and have them come into Isogen. Youll
also see how to get Detail Sketches of a Base Support to be drawn inthe isometric. Finally, this section illustrates how to get a Reference
Dimension and Note to appear in an Isometric.
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Setting the systemfor welding
information onisometrics
Additional information
(no videos associated with this section)
Welding Information
It is possible to have Isogen display Welding information
on an isometric. It can list and number the welds in the
drawing.
The easiest way to see how this happens is to use one of
the samples that are shipped in CADWorx (available inImperial versions only at this time).
133. In Project Manger, Click on Project 1
Click on the New Style button.
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Use the Weldingvideos to see how tobring welding data
into your own userborder
134. Fill out the New Style information as shown.
135. Click OK136. Click Apply (Apply makes this the default border).137. Test your results. You should have an isometric generated
with welding information on it.
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You can changesome of the labeling
that Isogen puts onan isometric drawing
This is handledthrough a feature
called Alternative
Text
Alternative Text
Isogen has a text file similar to Positioned Text that is
called Alternative Text.
This file is used for labeling various notes that appear on
the drawing.
For instance, you can change the way Isogen labels the
continuation notes when it breaks a drawing between
multiple sheets.Currently it says CONT. ON DRG 2
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Opening theAlternative Text file
Looking at the TitleBlock Group in theAlternative Text file
Lets say you wanted to change the DRG over to DWG.
In Project Manager,
138.
Click in the area for Alternative Text.
139. Click Edit.140. Click on the Group pull
down menu (at the top of thescreen).
141. Click on the Title Blockgroup.
This shows all the text in this particular group that Isogen uses
for labeling.
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Changing the wayIsogen labels
CONT ON DWG
instead of CONTON DRG
Its worth taking alook at the other
groups in this file
Change DRG to DWG.
Look over the other Groups in the Alternative Text file. This
file contains many labels that are open for you to change asneeded.
142. Close the file (Click File, Save, and Exit) and click the Applybutton.143. You can test this by drawing a router line in CADWorx withmultiple changes of direction, then running Plant, Accessory,Auto Route, Buttweld LR.
144. When you run Isogen the system will break it into multipleisometrics. You will then see that it changed the
continuation notes to CONT. ON DWG .
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Viewing the changeto the way Isogen
labels the drawing
continuation note
Setting up SquareElbows
The Data Definition File
The Project Manager also has an are where you can modify
the Data Definition File (similar to the Positioned Text file).
This file contains settings that affect the appearance of how
Isogen draws some of its components for instance roundedelbows or square elbows. This file also contains information
on what thickness of lines it will use, and how big it will
scale some of the fittings. Also, there is a section in this filefor defining layers,
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Opening theDrawing Definition
File
Noting the areawhere SquareElbows are defined
Telling the System to Draw Square Elbows
In Project Manager,
145. Click in the area for the Drawing Definition.
146. Click Edit.147. Change the word for ELBOW from ROUND to SQUARE.
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148. Save the file (make sure it keeps a .ddf extension).149. Test it on your previous drawing and verify the iso came
out with square elbows.
The help file that comes in the
CADWorx\Isogen\Isogen_Utils folder contains further
information on this file. The help file is titled
DDF_Help.pdf.