sp electrical users guide

SmartPlant Electrical User's Guide

Version 2009 SP5 (6.0.5)

January 2009/June 2012

DELE2-PE-200001R-Updated

Copyright

Copyright 2002-2012 Intergraph Corporation. All Rights Reserved.

Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization from Intergraph Corporation.

U.S. Government Restricted Rights Legend

Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is "restricted computer software" submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense ("DoD"): This is "commercial computer software" as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3.

Unpublished - rights reserved under the copyright laws of the United States.

Intergraph Corporation P.O. Box 240000 Huntsville, AL 35813

Terms of Use

Use of this software product is subject to the End User License Agreement ("EULA") delivered with this software product unless the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of this software product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives licensee permission to print a reasonable number of copies of the documentation as defined in the applicable license agreement and delivered with the software product for licensee's internal, non-commercial use. The documentation may not be printed for resale or redistribution.

Warranties and Liabilities

All warranties given by Intergraph Corporation about equipment or software are set forth in the EULA provided with the software or applicable license for the software product signed by Intergraph Corporation, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date.

The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document.

The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.

Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work.

Trademarks

Intergraph, the Intergraph logo, PDS, SmartPlant, SmartMarine, FrameWorks, I-Convert, I-Export, I-Sketch, IntelliShip, INtools, ISOGEN, MARIAN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks of Intergraph Corporation or its subsidiaries in the United States and other countries. Microsoft and Windows are registered trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product names are trademarks of their respective owners.

SmartPlant Electrical User's Guide 3

Contents SmartPlant Electrical Overview ............................................................................................................... 23

Working in a Multi-User Environment ................................................................................................... 24

Getting Started with SmartPlant Electrical ............................................................................................. 25

Connecting to a Plant Group ................................................................................................................. 25 Changing Plant Group Hierarchy Names ....................................................................................... 26 Apply Plant Group Hierarchy Name Changes ................................................................................ 26

Create a Plant Using Reference Data from an Existing Plant .............................................................. 27

Customizing Preferences ......................................................................................................................... 29

Customize General Preferences ........................................................................................................... 29 Customize Preferences for SLD Generation ........................................................................................ 30 Customize All Feeder Load Summary Report Preferences .................................................................. 31 Customize Delete Loads Preferences .................................................................................................. 32 Customize Delete Load Preferences for a Specific Item ...................................................................... 32

Troubleshooting Errors and Rule Inconsistencies ................................................................................ 33

Generating Error Log Files .................................................................................................................... 33 Activate Log File Generation ................................................................................................................. 33 Generate Error Log Files ...................................................................................................................... 34 Troubleshooting Rule Inconsistencies .................................................................................................. 34 Fix Inconsistencies ................................................................................................................................ 35 Troubleshoot Rule Inconsistencies ....................................................................................................... 35 Operator Descriptions and Rule Examples ........................................................................................... 35

Working with Reference Data ................................................................................................................... 37

Reference Data Explorer ...................................................................................................................... 37 Select a Set of Item Tags in the Reference Data Explorer ............................................................ 38

Shipped Reference Data ....................................................................................................................... 39 Create a Reference Item ....................................................................................................................... 40 Copy a Reference Item to the Electrical Index ..................................................................................... 40 Create a Typical Electrical Motor .......................................................................................................... 41 Create Typical I/O Signals .................................................................................................................... 42 Creating Typical Panels ........................................................................................................................ 42

Create a Typical Cabinet ................................................................................................................ 42 Create a Typical Control Station .................................................................................................... 43 Edit Typical Control Station Common Properties ........................................................................... 43 Create a Typical Local Panel ......................................................................................................... 43 Create a Typical Junction Box ........................................................................................................ 43

Create a Typical Circuit ......................................................................................................................... 44 Copy Components to a Typical Circuit ........................................................................................... 44 Copy from Typical Circuit Components .......................................................................................... 45

Create a Profile ..................................................................................................................................... 45 Edit Profile Common Properties ..................................................................................................... 46

Working with Typical Cable Block Diagrams ........................................................................................ 47 Create a Typical Cable Block Diagram .......................................................................................... 48

Contents

4 SmartPlant Electrical User's Guide

Using Reference Control Stations, Typical Circuits, and Reference Instruments in Typical CBDs .................................................................................................................................. 49 Using Reference Motors with Space Heaters in Typical CBDs...................................................... 49 Using Reference Junction Boxes and Local Panels in Typical CBDs ............................................ 49 Make Non-Power Flow Associations in a Typical CBD .................................................................. 50 Hide Association Connectors ......................................................................................................... 51

Create Typical Schematic Blocks ......................................................................................................... 51 Edit Typical Schematic Block Common Properties ........................................................................ 52

Create a Typical Schematic .................................................................................................................. 53 Edit Typical Schematic Common Properties .................................................................................. 53 Create a Multi-Sheet Typical Schematic ........................................................................................ 55

Working with Lookup Tables ................................................................................................................. 56 Create Lookup Tables .................................................................................................................... 56 Edit Lookup Tables ......................................................................................................................... 56 Lookup Table Structure Example ................................................................................................... 58 Lookup Table Data Example .......................................................................................................... 58 Enable Additional Regional Standard Lookup Tables .................................................................... 59 Associate and Apply a Lookup Table to a Circuit Internal Component .......................................... 59 Automate the Sizing of Circuit Internal Components Based on Load Data ................................... 60

Reference Electrical Engineer .............................................................................................................. 61 Copy Power Network Structures from Another Plant ..................................................................... 62 Rules Governing the Copying of Power Network Structures to the Electrical Engineer ......................................................................................................................................... 63 Rules for Copying Branches with Auxiliary Contacts ..................................................................... 64

Creating and Modifying Equipment ......................................................................................................... 65

Using Naming Conventions .................................................................................................................. 65 Electrical Index ...................................................................................................................................... 66

Customizing Folders ....................................................................................................................... 67 Select a Set of Item Tags in the Electrical Index ............................................................................ 69 Customize the Sort Sequence of Items in Tree Folders ................................................................ 70 Show Related Items in a New Electrical Index Window ................................................................. 70 Move an Item to Another Plant Group ............................................................................................ 71

Properties Window ................................................................................................................................ 72 Turn the Display of the Properties Window On or Off .................................................................... 72 Use Select Set Mode in the Properties Window ............................................................................ 72 Review and Edit Item Properties .................................................................................................... 73 Properties Window Toolbar ............................................................................................................ 73 Copy Bulk Properties ...................................................................................................................... 74 Paste Bulk Properties ..................................................................................................................... 75 Customizing Data Display in the Properties Window ..................................................................... 75 Customize Data Display in the Properties Window ........................................................................ 75 Show Brief Properties ..................................................................................................................... 76 Display Null Values in the Properties Window ............................................................................... 76 Add a Text Box for UDFs in the Properties Window ...................................................................... 76

Create a New Item in the Electrical Index ............................................................................................. 77 Create a Project Item Based on a Reference Item ............................................................................... 77 Edit Item Properties .............................................................................................................................. 78 Duplicate an Item .................................................................................................................................. 78 Rename an Item.................................................................................................................................... 79 Delete an Item ....................................................................................................................................... 79 Working with Loads ............................................................................................................................... 81

Create Load Items in Batch Mode .................................................................................................. 82

Contents


Electrical Motors ............................................................................................................................. 82 Create Static Electrical Equipment ................................................................................................. 85 Create Miscellaneous Electrical Equipment ................................................................................... 87

Managing Space Heaters and Their Power Supplies ........................................................................... 89 Suggested Workflows for Space Heaters and Auxiliary Contacts ................................................. 90 Create a Space Heater ................................................................................................................... 97 Show Space Heaters Next to the Associated Motors in SLDs ....................................................... 97 Use Symbol Assemblies for Space Heaters with Motors in SLDs ................................................. 98 Show Auxiliary Contacts Next to Disconnect Equipment in SLDs ................................................. 98 Use Symbol Assemblies for Disconnect Equipment with Auxiliary Contacts in SLDs ........................................................................................................................................................ 99

Create a Generator ............................................................................................................................... 99 Define a Neutral Earthing Connection for Generators ................................................................. 100

Create an Offsite Power Supply .......................................................................................................... 100 Create a Battery Bank ......................................................................................................................... 101 Converting Equipment ........................................................................................................................ 101

Create Converting Equipment ...................................................................................................... 102 Create a Transformer ................................................................................................................... 102 Define Transformer Connections ................................................................................................. 103 Define Transformer Tapping ........................................................................................................ 104 Define Converting Equipment as Consumers .............................................................................. 104

Power Distribution Equipment ............................................................................................................... 105

Power Distribution Boards and Buses ................................................................................................ 105 Create a Power Distribution Board (PDB) .................................................................................... 106 Create a Bus ................................................................................................................................. 106 Create a Freestanding Bus .......................................................................................................... 107 Delete a Power Distribution Board or a PDB Internal Item .......................................................... 107

Create Disconnect Electrical Equipment ............................................................................................ 108 Create an Auxiliary Contact .......................................................................................................... 109

Metering Equipment ............................................................................................................................ 110 Create Measuring Transformers .................................................................................................. 110 Create Meters ............................................................................................................................... 111 Create Relay Functions ................................................................................................................ 112 Create Protection Relays.............................................................................................................. 112 Copy Metering Equipment ............................................................................................................ 114

Designing Power Distribution Boards ................................................................................................. 114 Design a Power Distribution Board Structure ............................................................................... 115 Design a Power Distribution Board Layout................................................................................... 116 Open a PDB Layout Design for a Selected PDB ......................................................................... 117 Create a Cell ................................................................................................................................. 118 Automate Cell Size Definition ....................................................................................................... 119

Using Dual Source Power Supplies .................................................................................................... 119 Associate a Dual Power Supply with an Equipment Item ............................................................ 120 Change an Alternative Power Supply of an Equipment Item ....................................................... 120 Dissociate an Alternative Power Supply from an Equipment Item ............................................... 121

Using Transfer Switches ..................................................................................................................... 121 Create a Transfer Switch .............................................................................................................. 121 Generate an SLD for a Transfer Switch ....................................................................................... 122

Working with Circuits .......................................................................................................................... 122 Create a Circuit ............................................................................................................................. 122 Copy Circuit Components ............................................................................................................ 123 Apply Typical Circuit Data to a Project Circuit .............................................................................. 123

Contents


Create Circuit Components .......................................................................................................... 124 Change the Location of a Circuit on a Bus ................................................................................... 124

Populating Items with Data..................................................................................................................... 125

Apply Options to a Set of Tags ........................................................................................................... 126 Apply Lookup Table Data to Equipment ............................................................................................. 126 Apply a Typical Circuit to an Item ....................................................................................................... 127 Apply a Typical Control Station to an Item .......................................................................................... 128 Apply a Typical Schematic to an Item ................................................................................................. 129 Apply a Profile to an Item .................................................................................................................... 130 Apply a Set of Signals to an Item ........................................................................................................ 132 Apply a Typical Cable Block Diagram to an Electrical Item ................................................................ 133 Apply a Typical Schematic to an Instrument ....................................................................................... 134

Panel Management .................................................................................................................................. 135

Create a Cabinet ................................................................................................................................. 135 Create a Control Station ..................................................................................................................... 136 Edit Control Station Properties ............................................................................................................ 136 Create a Local Panel .......................................................................................................................... 137 Create a Junction Box ......................................................................................................................... 137 Define a Junction Box as a Consumer ............................................................................................... 137 Define a Local Panel as a Consumer ................................................................................................. 138 Create a Panel Circuit ......................................................................................................................... 138

Cable Management .................................................................................................................................. 139

Create a Reference Cable .................................................................................................................. 139 Edit Reference Cable Common Properties .................................................................................. 140

Create a Plant Cable ........................................................................................................................... 140 Edit Plant Cable Properties .......................................................................................................... 141

Delete a Cable .................................................................................................................................... 142 Deletion Rules for Cables ............................................................................................................. 142

Cable Glands ...................................................................................................................................... 143 Create Reference Glands ............................................................................................................. 143 Associate Cable Sides with Glands .............................................................................................. 143 Batch Associate Cable Sides with Glands ................................................................................... 143 Batch Dissociate Cable Sides and Glands ................................................................................... 144 Synchronize Cable Glands with Reference Cables in Batch Mode ............................................. 144 Synchronize Cable Gland Associations with a Specific Reference Cable ................................... 145

Size a Cable ........................................................................................................................................ 146 Batch Size Cables ............................................................................................................................... 147 Define Custom Basic Ampacity for Cable Sizing ................................................................................ 148

Example of a Custom Basic Ampacity Lookup Table .................................................................. 149 Use Custom Basic Ampacity to Size Cables ...................................................................................... 150 Required Data for Cable Sizing .......................................................................................................... 151

Thermal Sizing .............................................................................................................................. 151 Voltage Drop Calculations ............................................................................................................ 152 Short Circuit Sizing ....................................................................................................................... 152 Automatic Switch-On of the Sizing Required Flag ....................................................................... 153

Insert a Power Cable Between Equipment Items ............................................................................... 154 Create Parallel Cables ........................................................................................................................ 154 Replace Cables ................................................................................................................................... 155

Contents


Batch Replace Cable Side Associations ............................................................................................. 157 Single-Core Cable Assemblies ........................................................................................................... 157

Create a Single-Core Cable Assembly in the Electrical Index ..................................................... 157 Create a Single-Core Assembly Based on a Predefined Cable Assembly .................................. 159 Create a Reference Single-Core Cable Assembly ....................................................................... 160 Copy a Single-Core Cable Assembly from the Reference Data Explorer .................................... 161 Add a Single-Core Cable Assembly to a Profile ........................................................................... 162

Create a Busway ................................................................................................................................. 162 Account for the Installed Length of a Cable ........................................................................................ 163

Cable Routing .......................................................................................................................................... 165

Create a Cableway and Segments ..................................................................................................... 165 Assign Cableway Components to Segments ...................................................................................... 166 Define Routing for a Single Cable....................................................................................................... 166 Batch Route Cables ............................................................................................................................ 166 Clear Cable Routing ............................................................................................................................ 167 Set Different Cable Routes for Parallel Cables ................................................................................... 167 Select a Predefined Route for a Cable ............................................................................................... 168 Create a Predefined Cable Route ....................................................................................................... 168 Copy Cable Routing Definitions from Another Cable.......................................................................... 169 Edit Cableway Properties .................................................................................................................... 169 Segment Fill Validation ....................................................................................................................... 169 Set the Method for Segment Fill Validation ........................................................................................ 172 Set the Segment Fill Calculation Criterion .......................................................................................... 172

Cable Drums ............................................................................................................................................ 173

Create a Cable Drum .......................................................................................................................... 174 Edit Cable Drum Properties ................................................................................................................ 175 Assign Multiple Cables to a Cable Drum ............................................................................................ 175 Assign a Single Cable to a Cable Drum ............................................................................................. 176 Batch Assign Cables to Cable Drums ................................................................................................. 177 Optimization of Cable Drum Assignment ............................................................................................ 178 Batch Cable Dissociation from Drums ................................................................................................ 181 Rules Governing Cable Drum Calculations ........................................................................................ 181 Cancel Cable Assignment to a Cable Drum ....................................................................................... 182

Associating Equipment ........................................................................................................................... 183

Electrical Engineer .............................................................................................................................. 183 Find Other Parent Items in the Electrical Engineer ...................................................................... 185 Show Related Items in a New Electrical Engineer Window ......................................................... 186

Create an Electrical Association ......................................................................................................... 186 Rules for Associating Electrical Equipment .................................................................................. 187

Change an Existing Electrical Association .......................................................................................... 191 Rules for Changing Electrical Associations .................................................................................. 192

Dissociate an Item from Its Feeding Item ........................................................................................... 193 Associate Electrical Equipment with Feeders ..................................................................................... 194 Automatic Creation of Feeder Circuits ................................................................................................ 195 Associate Bus Riser Circuits with Coupler Circuits ............................................................................. 196 Associate a Control Station with an Electrical Item ............................................................................ 196 Associate a Control Station with Cables ............................................................................................. 197 Associate Cables of Control Stations with Equipment Circuits ........................................................... 197

Contents


Associate Cables of Instruments with Equipment Circuits ................................................................. 197 Associate a Power Cable with Electrical Equipment .......................................................................... 198 Associate Additional Power Cables with Electrical Equipment ........................................................... 198 Associate a Non-Power Cable with Electrical Equipment .................................................................. 199 Define Parallel Equipment .................................................................................................................. 200

Rules Governing Parallel Relations .............................................................................................. 201 Connect Equipment Items in Parallel ........................................................................................... 202

Create a Daisy-Chain Connection Pattern .......................................................................................... 202 Move Disconnect Equipment into Circuit ............................................................................................ 203 Move Disconnect Equipment out of Circuit ......................................................................................... 203

Load Association ..................................................................................................................................... 205

Associate Loads with a PDB in Batch Mode ....................................................................................... 205 Associate a Single Load with a PDB................................................................................................... 208 Display Bus Load Data ....................................................................................................................... 211 Balancing Loads.................................................................................................................................. 211

Validate Bus Loads ....................................................................................................................... 211 Balance Bus Loads ....................................................................................................................... 212

Calculating Bus Load Summaries ......................................................................................................... 214

Connectivity Between Buses .............................................................................................................. 219 Calculating Bus Loading ..................................................................................................................... 224 Bus Load Configuration Examples...................................................................................................... 228

Configurations A and B: A Single Load Connected to a Bus ....................................................... 228 Load Power Parameters ............................................................................................................... 228 Configuration C: Bus Totals with or without Converting Equipment Losses ................................ 231 Configuration D: Bus Totals Accounting for Load or Bus Coincidence Factors ........................... 233 Configuration E: A Bus with Mixed Loads .................................................................................... 234 Configuration F: Coupled Buses .................................................................................................. 236 Configuration G: Loads Powered by an Alternative Power Source ............................................. 238 Configuration H: Loads Connected in Parallel ............................................................................. 239 Configuration I: Multiple Loads Connected by a Junction Box ..................................................... 241 Configuration J: Loads Connected in a Daisy-Chain Pattern ....................................................... 243 Configuration K: A Space Heater Connected to an Auxiliary Contact ......................................... 245

Correcting Bus Power Factors Using Capacitor Banks ...................................................................... 247 Handling Special Cases of Bus Load Calculations ............................................................................. 248 Bus Load Calculation Preferences...................................................................................................... 248 Calculating Electrical Consumption After Batch Load Association ..................................................... 249 Flow of Activities for Bus Load Calculations ....................................................................................... 249 Bus, Circuit, and Converting Equipment Properties ........................................................................... 250

Bus Properties .............................................................................................................................. 250 Circuit Properties .......................................................................................................................... 252 Converting Equipment Properties ................................................................................................ 252

Calculate Bus Loads for Selected Buses or PDBs ............................................................................. 253 Calculate Bus Loads for All the Buses in the Plant............................................................................. 253 Generate an Enhanced All Feeder Load Summary Report ................................................................ 254

Drawing Templates .................................................................................................................................. 255

Create a Drawing Template ................................................................................................................ 255 Open a Drawing Template .................................................................................................................. 256 Title Block Macros ............................................................................................................................... 256

Contents


Plant Group Macros ...................................................................................................................... 256 Document Property Macros .......................................................................................................... 257 Document Revision Macros ......................................................................................................... 257 Macros for Multi-Sheet Schematics .............................................................................................. 258

Enable the Renaming of Sheet Tabs in a Drawing ............................................................................. 258

Schematics ............................................................................................................................................... 259

Recommended Workflow for Generating Schematic Drawings .......................................................... 260 Working with the Elements of a Schematic Drawing .......................................................................... 261 Rename the Sheet Tabs in a Schematic Drawing .............................................................................. 262 Macro Definition Guidelines ................................................................................................................ 262

Macros Defined in Catalog Manager ............................................................................................ 263 Macro Syntax ................................................................................................................................ 263 Supported Electrical Items ........................................................................................................... 264

Sequencing Items in Block Macros ..................................................................................................... 265 Handling Load Feeders with Parallel Branches ........................................................................... 266 Handling Incomer and Feeder Circuit Internals ............................................................................ 266 Handling Converting Equipment Items ......................................................................................... 266 Handling Non-Power Related Items of Schematic Drawings ....................................................... 266 Macro Sequencing Example C ..................................................................................................... 269 Macro Sequencing Example D ..................................................................................................... 270 Macro Sequencing Example E ..................................................................................................... 271 Macro Sequencing Example F ..................................................................................................... 272

Generate a Schematic ........................................................................................................................ 273 Generate a Schematic for an Instrument ..................................................................................... 273

Generate a Multi-Item Schematic ....................................................................................................... 274 Generate a Multi-Item Schematic for a Bus ........................................................................................ 276 Set Units of Measure for Generated Schematic Drawings ................................................................. 277 Including Enhanced SmartLoop Reports with Schematics ................................................................. 277 Include Enhanced SmartLoop Reports with Schematics .................................................................... 278 Generate Schematics in Batch Mode ................................................................................................. 278 Open a Schematic Drawing ................................................................................................................ 279 Save a Schematic as an External File ................................................................................................ 279 Create Schematic Blocks in Catalog Manager ................................................................................... 279 Use a Complete Symbol File to Create Schematic Blocks in Catalog Manager ................................ 280 Create Schematic Blocks in SmartSketch .......................................................................................... 280 Guidelines for Creating Schematic Blocks in AutoCAD and MicroStation.......................................... 281

Single Line Diagrams .............................................................................................................................. 283

Working with SLD Elements ............................................................................................................... 285 Generating New Single Line Diagrams ............................................................................................... 287

Generate an SLD from the Electrical Engineer ............................................................................ 288 Generate a Single Line Diagram for a PDB ................................................................................. 289 Break Bus Symbols into Sections ................................................................................................ 290 Generate a Manual SLD ............................................................................................................... 291 Generate Multiple Single Line Diagrams for PDBs in Batch Mode .............................................. 291 Generate an SLD with a Bus Tie and Internal Components ........................................................ 292 Abort SLD Generation Process .................................................................................................... 293

Opening Existing Single Line Diagrams ............................................................................................. 293 Open an SLD Based on an Electrical Engineer Item ................................................................... 294 Open an SLD for a Power Distribution Board............................................................................... 294 Open an SLD from the Documents Folder ................................................................................... 294

Contents


Save a Single Line Diagram as an External File ................................................................................ 295 Show Control Stations in an SLD........................................................................................................ 295 Show Metering and Relaying Equipment in an SLD ........................................................................... 295 Displaying Equipment Connected in Parallel ...................................................................................... 296

Set Parallel Equipment Display Options ....................................................................................... 301 Hide PDB Sub-Items in an SLD .......................................................................................................... 302 Set the Extent of Downstream Branches ............................................................................................ 302 Placement of Circuits on Bus Sections ............................................................................................... 303 Hide Bus Feeders in an SLD .............................................................................................................. 303 Find an Electrical Item in an SLD........................................................................................................ 304 Insert a Legend in an Existing SLD..................................................................................................... 304 Use Custom Symbols in SLDs ............................................................................................................ 305 Customize a PDB Border (Frame) on an SLD .................................................................................... 305

PDB Frames Examples in SLDs .................................................................................................. 306 Remove an Item from an SLD ............................................................................................................ 307 Creating and Using Symbol Assemblies for SLD Diagrams ............................................................... 308

Create and Use a Symbol Assembly ............................................................................................ 309 Gapping Lines ..................................................................................................................................... 309 Perform Line Gapping in Your Drawing Now ...................................................................................... 310 Guidelines for Creating SLD Symbols in Catalog Manager ................................................................ 310

General Guidelines ....................................................................................................................... 310 Connect Points ............................................................................................................................. 310 Origin Point ................................................................................................................................... 311 Special Symbols ........................................................................................................................... 311

Place Symbol Connect Points ............................................................................................................. 313 Manipulating Smart Labels ................................................................................................................. 314 Create a Mirror Image of a Smart Label ............................................................................................. 314 Rotate a Smart Label .......................................................................................................................... 314 Align Smart Labels .............................................................................................................................. 315 Rename the Sheet Tabs in an SLD Drawing ...................................................................................... 315

Cable Block Diagrams ............................................................................................................................. 317

Creating Cable Block Diagrams .......................................................................................................... 317 Create a Blank Project CBD ......................................................................................................... 318 Create a Project CBD Based on a Typical Cable Block Diagram ................................................ 318

Open an Existing Cable Block Diagram .............................................................................................. 319 Rename the Sheet Tabs in a CBD Drawing ....................................................................................... 320 Working with Smart Data and Auxiliary Graphics in a CBD ............................................................... 320 Place and Connect Items in a Cable Block Diagram .......................................................................... 324 Use Reference Items in a Cable Block Diagram ................................................................................ 325 Use a Reference Circuit in a Cable Block Diagram ............................................................................ 326 Mark Auxiliary Graphics on a Cable Block Diagram ........................................................................... 326 Remove Items from a Cable Block Diagram ....................................................................................... 327 Use Custom Symbols in Cable Block Diagrams ................................................................................. 327 Rules for Connecting to Circuit Symbols ............................................................................................ 328 Resolve Symbol Inconsistencies ........................................................................................................ 328 Hide Cable Types................................................................................................................................ 329 Define a Focal Item for a Cable Block Diagram .................................................................................. 329 Display a Filter Settings Notation in a CBD ........................................................................................ 330

Wiring in SmartPlant Electrical .............................................................................................................. 331

Create a Terminal Strip in the Electrical Index ................................................................................... 331

Contents


Create a Terminal in the Electrical Index ............................................................................................ 332 Define a Reference Terminal Strip Configuration ............................................................................... 332 Apply a Reference Terminal Strip Configuration to a Terminal Strip .................................................. 333 Define a Terminal Strip Configuration for a Single Terminal Strip ...................................................... 333 Wiring Project Items ............................................................................................................................ 334

Define a Connection Type ............................................................................................................ 335 Wire Project Items Using the Custom Connection Method .......................................................... 336 Wire Project Items Using the Continuous Connection Method .................................................... 337 Connect Project Cables in Batch Mode........................................................................................ 339 Connect a Cable Set .................................................................................................................... 340 Connect a Single Conductor ........................................................................................................ 340 Connect a Jumper ........................................................................................................................ 341 Disconnect a Cable, Cable Set, or Conductor in a Wiring Drawing ............................................. 341 Remove Items from a Wiring Drawing .......................................................................................... 342 Customize a Jumper Symbol ....................................................................................................... 342 Open an Existing Wiring Drawing ................................................................................................. 342

Working with Signals .............................................................................................................................. 344

Create a Signal ................................................................................................................................... 344 Associate I/O Signals .......................................................................................................................... 345 Dissociate I/O Signals ......................................................................................................................... 345

Customizing Symbols ............................................................................................................................. 347

Associate a Custom Symbol with Item Tags ...................................................................................... 347 Dissociate a Custom Symbol from an Item Tag ................................................................................. 348

Annotations and Redlining ..................................................................................................................... 349

Insert Annotation Text ......................................................................................................................... 349 Insert Annotation Symbols .................................................................................................................. 350 Edit Annotation Text ............................................................................................................................ 350 Delete Annotations .............................................................................................................................. 351 Insert Redlining Text ........................................................................................................................... 351 Insert Redlining Graphical Elements................................................................................................... 352 Edit Redlining Text .............................................................................................................................. 352 Delete Redlining .................................................................................................................................. 353

Drawing Items .......................................................................................................................................... 355

Find a Drawing Item in the Electrical Index or Electrical Engineer ..................................................... 355 View Associated Drawings of an Item ................................................................................................ 355 Show Related Items ............................................................................................................................ 356 Viewing Drawings................................................................................................................................ 356 Gapping Lines ..................................................................................................................................... 357

Perform Line Gapping in Your Drawing Now ............................................................................... 357 Aligning Drawing Objects .................................................................................................................... 357

Align Drawing Objects .................................................................................................................. 359 Align Command ............................................................................................................................ 360

Manipulating Drawing Items ................................................................................................................ 360 Move a Drawing Item .................................................................................................................... 360 Mirror an Item About an Existing Mirror Axis or Linear Element .................................................. 361 Mirror an Item About a Mirror Axis That You Define .................................................................... 361 Mirror Ribbon ................................................................................................................................ 362

Contents


Rotate an Item About an Axis You Define .................................................................................... 362 Rotate Ribbon ............................................................................................................................... 362

Manipulating Smart Labels ................................................................................................................. 363 Create a Mirror Image of a Smart Label ....................................................................................... 364 Rotate a Smart Label.................................................................................................................... 364 Align Smart Labels ....................................................................................................................... 364

Working with Documents ....................................................................................................................... 365

Internal Documents in SmartPlant Electrical ...................................................................................... 365 Add a Document Revision ............................................................................................................ 365 Manage Global Revisions ............................................................................................................ 366 Compare an Archived Document with a Current Document ........................................................ 367 Batch Compare Documents ......................................................................................................... 368

External Documents ............................................................................................................................ 369 Define an External Document Reference ..................................................................................... 369 Associate External Documents with Electrical Items ................................................................... 370 Dissociate an External Document ................................................................................................ 370 Dissociate an External Document from Multiple Electrical Items in Batch Mode ......................... 371 Open an External Document ........................................................................................................ 371

Inserting External Graphics Files into SmartPlant Electrical Templates ............................................. 372 Insert an External Graphics File into a SmartPlant Electrical Template ...................................... 372

Tabular Editor .......................................................................................................................................... 373

Display the Tabular Editor ................................................................................................................... 374 Define a New Tabular Editor View ...................................................................................................... 374 Define a Filter for a Tabular Editor View ............................................................................................. 375 Define a New Layout for a Tabular Editor View .................................................................................. 375

Shipped Default Layouts .............................................................................................................. 376 Modify the Table Properties of an Existing Tabular Editor View ......................................................... 376 Save a Tabular Editor Layout ............................................................................................................. 377 Delete a Tabular Editor Layout ........................................................................................................... 377 Update Tabular Editor Data ................................................................................................................ 377 Search for Tags from the Tabular Editor ............................................................................................ 378 Use AutoFilter in the Tabular Editor .................................................................................................... 378 Copy Data from the Tabular Editor to an External File ....................................................................... 378 Print Tabular Editor Content ............................................................................................................... 379

Reports in SmartPlant Electrical ............................................................................................................ 381

Create a New Customized Report ...................................................................................................... 381 Generate a Report for Selected Items ................................................................................................ 382 Shipped Reports ................................................................................................................................. 382

All Feeder Load Summary (Enhanced) Report ............................................................................ 389 Customizing the Enhanced All Feeder Load Summary Report.................................................... 390

Registering Reports ............................................................................................................................ 391 Register a Report ......................................................................................................................... 391 Include Revision Data in Registered Reports .............................................................................. 391 Save Free Text in Registered Reports ......................................................................................... 393 Associate an Electrical Item with a Registered Report ................................................................ 394

Creating and Editing Report Templates .............................................................................................. 395 Display the Properties of a Report Template ............................................................................... 395 Create a New Blank Report Template .......................................................................................... 395

Contents


Create a Report Template Based on an Existing Template ......................................................... 396 Edit a Report Template................................................................................................................. 396 Define Report Headers ................................................................................................................. 397 Define the Contents of Your Report Template ............................................................................. 398 Define the Layout of a Tabular Format Report Template ............................................................. 400 Define the Layout of a Fixed Format Report Template ................................................................ 402 Define the Layout of a Composite Format Report Template........................................................ 402 Delete a Report Template ............................................................................................................ 403

Using KKS Naming Conventions in SmartPlant Electrical ................................................................. 405

Create a KKS Plant Using a Default DDT File .................................................................................... 407 Creating a KKS Plant Using a Supplied DDT File .............................................................................. 409 Propagation of KKS Names in SmartPlant Electrical.......................................................................... 416

SmartPlant Application Interfaces ......................................................................................................... 423

SmartPlant Instrumentation Interface ................................................................................................. 423 Prerequisites for Working with the SmartPlant Instrumentation Interface .................................... 424 Mapping Plant Groups to SmartPlant Instrumentation ................................................................. 425 Map Plant Groups to SmartPlant Instrumentation ........................................................................ 425 Retrieve Data from the SmartPlant Instrumentation Interface ..................................................... 426

Importing Cables from SmartPlant Instrumentation ............................................................................ 427 Synchronizing SmartPlant Instrumentation and SmartPlant Electrical Reference Cables........................................................................................................................................... 427 Exporting SmartPlant Instrumentation Cables ............................................................................. 430 Importing Cables to SmartPlant Electrical .................................................................................... 430 Importing the To and From Objects .............................................................................................. 431 Workflow for Importing SmartPlant Instrumentation Cables ........................................................ 431

ETAP - SmartPlant Electrical Bidirectional Interface ........................................................................... 433

ETAP - SmartPlant Electrical Mapped Items ...................................................................................... 433 Preliminary Settings for ETAP ............................................................................................................ 436

Define the ETAP Project Name .................................................................................................... 436 Map ETAP File Location ............................................................................................................... 436 Import ETAP Mapping Data ......................................................................................................... 437 Set the ETAP-SPEL Reference Cable Exchange File Location .................................................. 437 Export SmartPlant Electrical Reference Cables (Power Cables) ................................................. 437 Export SmartPlant Electrical Reference Cables (Cable Specifications) ...................................... 439 Import ETAP Library Cables ......................................................................................................... 440

Publish a Single SLD Drawing to ETAP (Partial Publishing) .............................................................. 441 Publish All Plant SLDs to ETAP (Full Publishing) ............................................................................... 441 Retrieve ETAP Project Data ............................................................................................................... 442

Publishing Data for Interfaces................................................................................................................ 443

Publish Data from SmartPlant Electrical ............................................................................................. 443 Publish Equipment from SmartPlant Electrical ................................................................................... 445 Publishing Data to an External Analyzing Tool ................................................................................... 447

Project Management in SmartPlant Electrical ...................................................................................... 449

Scoping the Project ............................................................................................................................. 450 Understanding Statuses ...................................................................................................................... 450

Contents


Rules for Changing Statuses .............................................................................................................. 451 Modify Project Status .......................................................................................................................... 452 Scoping Items ..................................................................................................................................... 453

Select a Project ............................................................................................................................ 453 Rules for Scoping Items ............................................................................................................... 454 Add Items to the Project Management Table in As-Built .............................................................. 456 Scope Items .................................................................................................................................. 456 Use the Buffer to Scope Items ..................................................................................................... 457

Claiming Items .................................................................................................................................... 457 Add Items to the Project Management Table in a Project ............................................................ 458 Claim Items ................................................................................................................................... 458 Set Claim Mode ............................................................................................................................ 459 Release Claim .............................................................................................................................. 459 Mark Selected Items as Completed ............................................................................................. 460 Clear Mark as Completed ............................................................................................................. 460 Complete a Project ....................................................................................................................... 461 Return a Project to the Active Status ........................................................................................... 461 Release from Merge ..................................................................................................................... 461

Merging Items into As-Built ................................................................................................................. 462 Compare a Document in a Project with a Document in As-Built .................................................. 462 Rules Governing Revisions for Documents Merged Back into As-Built ....................................... 463 Run a Test Merge ......................................................................................................................... 464 Merge All Project Items into As-Built (Full Merge) ....................................................................... 464 Merge Selected Project Items into As-Built (Partial Merge) ......................................................... 465

Miscellaneous Options ........................................................................................................................ 465 Filter the Project Management Table Display .............................................................................. 466 Select a Display Option ................................................................................................................ 466 Generate an Excel Report ............................................................................................................ 467

Working with Off-Site Projects in SmartPlant Electrical ..................................................................... 469

Intercompany Collaboration Prerequisites for SmartPlant Electrical .................................................. 469 Types of Information Handled by Off-Site Projects............................................................................. 470 Scope of Allowed Activities ................................................................................................................. 471

Out of Scope Items ....................................................................................................................... 471 Flowchart for SmartPlant Electrical Off-Site Projects ......................................................................... 472 SmartPlant Electrical Off-Site Projects Workflow ............................................................................... 472

Scope Host Data and Transfer to Off-Site Plant .......................................................................... 474 Transfer Data from the Off-Site Plant to the Host ........................................................................ 482 Rescope and Synchronize Updated As-Built Data ....................................................................... 487

SmartPlant Electrical EPC Greenfield Plant Workflow ....................................................................... 492 Save a Plant Structure.................................................................................................................. 493 Create a Reference Data Package .............................................................................................. 493 Update Reference Data from a Package ..................................................................................... 494 Load a Plant as a Project ............................................................................................................. 495

SmartPlant Electrical Off-Site Projects Reference .............................................................................. 497 Save Project as Offsite Command (File Menu) ............................................................................ 497 Save Project as Offsite Dialog Box .............................................................................................. 498 Save Project for Reload Command (File Menu) .......................................................................... 499 Save Project for Reload Dialog Box ............................................................................................. 499 Save Plant for Merge in Host Command (File Menu) .................................................................. 500 Save Plant for Merge in Host Dialog Box ..................................................................................... 500 Load Offsite Plant Structure Command (File Menu) .................................................................... 501 Load Offsite Plant Structure Wizard ............................................................................................. 501

Contents


Load Plant as Project Command (File Menu) .............................................................................. 512 Load Plant as Project Dialog Box ................................................................................................. 513 Load Standalone Project Command (File Menu) ......................................................................... 514 Load Standalone Project Wizard .................................................................................................. 514

Working with SmartPlant Integration .................................................................................................... 517

Tool Requirements for Integrating SmartPlant Electrical .................................................................... 518 Working with SmartPlant Instrumentation .................................................................................... 518 Working with SmartPlant 3D ........................................................................................................ 519 Working with SmartPlant P&ID ..................................................................................................... 520 Using Projects in an Integrated Environment ............................................................................... 520

Access the SmartPlant Foundation Web Client .................................................................................. 520 Schema Mapping ................................................................................................................................ 521

General Information About Schema Mapping .............................................................................. 521 Mapping Rules and Limitations .................................................................................................... 522 Objects and Relationships ............................................................................................................ 523 Tool Schema Data Model Diagram .............................................................................................. 529 SmartPlant Electrical Mapping Examples .................................................................................... 530 Publish Operation Description ...................................................................................................... 540 Retrieve Operation Description .................................................................................................... 541

Publishing Documents ........................................................................................................................ 543 Prerequisites for Publishing .......................................................................................................... 544 Publish Documents from SmartPlant Electrical ............................................................................ 545 Publish Workflows ........................................................................................................................ 547 Find Documents to Publish from SmartPlant Electrical ................................................................ 548

Retrieving Documents ......................................................................................................................... 549 Retrieve Documents to SmartPlant Electrical .............................................................................. 552

Using the To Do List ........................................................................................................................... 553 Open the To Do List ..................................................................................................................... 553 Modify To Do List Task Properties ............................................................................................... 554 Run Tasks from the To Do List ..................................................................................................... 554 Filter To Do List Tasks.................................................................................................................. 554 Sort To Do List Tasks ................................................................................................................... 555 Defer Tasks from the To Do List .................................................................................................. 555 Remove Tasks from the To Do List .............................................................................................. 555 Display Deleted To Do List Tasks ................................................................................................ 555 Ignore To Do List Tasks ............................................................................................................... 556 Ignore Task Properties ................................................................................................................. 556 Display Ignored To Do List