The Instrument Index Module

You create your project instruments and their associations with control loops in this module. To start the Instrument Index module, do one of the following: On the main toolbar, click .

On the Modules menu, click Instrument Index.

Task 1: Defining Instrument Index Supporting Tables and Properties

Defining Instrument Types
1. On the Tables menu, select Instrument Types to open the Instrument Types dialog box. 2. From the Process function list, select Flow.

3. Scroll down the dialog box and check that FE and FT instrument types have been defined. 4. Create a new instrument type as follows: a) Click New to add a new line. b) Type the instrument type name (for example, FE.) c) Press the Tab key and type in the description (for example, D/P TYPE FLOW ELEMENT.)

INtools 6.0 Tutorial Instrument Index

5. Make sure that all the instrument types that appear in the table below have been defined. Repeat steps 4a to 4c if any instrument types do not exist. Note

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The Description field is a required and unique part of an instrument type definition. If your INtools database contains instrument types that differ from the below, even in the Definition field, make sure to create additional instrument types and profiles as instructed below. Click YES when prompted to save a new instrument type.

Instrument Type FE FI FT FV, HV, LV, PV, TV FY, HY, LY, TY LT PI PSH PSV PT TE TI TT TW ZY

Description D/P TYPE FLOW ELEMENT LOCAL FLOW INDICATOR D/P TYPE FLOW TRANSMITTER CONTROL VALVE I/P TRANSDUCER LEVEL TRANSMITTER PRESSURE GAUGE HIGH-PRESSURE SWITCH PRESSURE RELIEF VALVE PRESSURE TRANSMITTER THERMOCOUPLE BI-METAL THERMOMETER TEMPERATURE TRANSMITTER THERMOWELL SOLENOID VALVE

Process Function Flow Flow Flow Control Valve General Level Pressure Pressure Relief Valve Pressure Temperature Temperature Temperature Temperature Control Valve

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

INtools 6.0 Tutorial Instrument Index Define the FT (D/P TYPE FLOW TRANSMITTER) Instrument Type Profile
At this stage, before creating new tags in the Instrument Index module, we will populate the supporting tables for our instrument types. First of all, we will define the instrument type profiles to ensure automatic device panel creation when the tags are created. 1. On the Tables menu, select Instrument Types to open the Instrument Types dialog box. Tip

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If you cannot find the required instrument type, create it as described on page 33.

2. From the Process function list, select Flow. 3. Scroll down the Instrument Type list and select instrument type FT (D/P TYPE FLOW TRANSMITTER). 4. Click Profile to open the Instrument Type Profile dialog box. 5. On the Wiring and Control System tab, do the following to define basic parameters and select a default device panel for tags that you will base on this instrument type: a) Select the Include wiring and Control system check boxes. b) From the Default device panel list, select DEFAULT FIELD DEVICE 2-WIRE. 6. Do the following to define the default device cable and its connections: a) Under Conventional connections, click New . b) In the Conventional Connection Properties dialog box, under Default cable, select 1P#20 BK,WH I/S. c) From the Cable set list, select Pr. d) Accept the default selection of Apply to subsequent cable sets. e) From the Strip list, select TS-1. f) From the Starting terminal list, select +.

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

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The Conventional Connection Properties dialog box should now look like this:

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i)

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

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The Wiring and Control System tab of the Instrument Type Profile dialog box should now look like this:

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7. In the Instrument Type Profile dialog box, on the General tab, do the following: a) In the Instrument specifications section, select the Include instrument specification check box. b) From the Instrument specification list, select Diff. Pressure Instr. (flow) Form No. 56. c) In the Hook-ups section, select the Include hook-up and Include in BOM check boxes. d) In the System I/O type section, select the Include system I/O type check box and select AI from the list. (If AI is not available, see page 47 to learn how to create it.) e) In the Location section, select the Include location check box and select Field from the list. (If Field is not available in the list, see page 48 to learn how to create it.)

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The General tab of the Instrument Type Profile dialog box should now look like this:

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Notes

The above parameters are based on the assumption that the device panel to be created will be a two-terminal field device with two wires connected to it. The panel name and cable name are defined in the Wiring module. You will learn more about these later.

8. Click OK to return to the Instrument Types dialog box. 9. Click Apply.

INtools 6.0 Tutorial Instrument Index Define the FY (I/P TRANSDUCER) Instrument Type Profile
1. In the Instrument Types dialog box, from the Process function list, select General. 2. Scroll down the Instrument Type list and select instrument type FY (I/P TRANSDUCER). 3. Click Profile to open the Instrument Type Profile dialog box. 4. On the Wiring and Control System tab, do the following to define basic parameters and select a default device panel for tags that you will base on this instrument type: a) Select the Include wiring and Control system check boxes. b) From the Default device panel list, select DEFAULT FIELD DEVICE 2-WIRE. 5. Do the following to define the default device cable and its connections: a) Under Conventional connections, click New . b) In the Conventional Connection Properties dialog box, under Default cable, select 1P#20 BK,WH I/S. c) From the Cable set list, select Pr. d) Accept the default selection of Apply to subsequent cable sets. e) From the Strip list, select TS-1. f) From the Starting terminal list, select +.

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g) From the Connection type list, select 2 in a row. h) Accept the default selection of Propagate tag signal. i) Click OK to close the Conventional Connection Properties dialog box.

6. In the Instrument Type Profile dialog box, on the General tab, do the following: a) In the Instrument specifications section, clear the Include instrument specification check box. b) In the Hook-ups section, select the Include hook-up and Include in BOM check boxes. c) In the System I/O type section, select the Include system I/O type check box and select AO from the list. d) In the Location section, select the Include location check box and select Field from the list.

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The General tab of the Instrument Type Profile dialog box should now look like this:

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7. Click OK to return to the Instrument Types dialog box. 8. Click Apply.

INtools 6.0 Tutorial Instrument Index Define the FV (CONTROL VALVE) Instrument Type Profile
1. In the Instrument Types dialog box, from the Process function list, select Control Valve. 2. Scroll down the Instrument Type list and select instrument type FV (CONTROL VALVE). 3. Click Profile to open the Instrument Type Profile dialog box. 4. On the Wiring and Control System tab, clear the Include wiring and Control system check boxes. 5. On the General tab, do the following: a) In the Instrument specifications section, select the Include instrument specification check box. b) From the Instrument specification list, select Control Valve Form No. 1. c) In the Hook-ups section, select the Include hook-up and Include in BOM check boxes. d) In the System I/O type section, clear the Include system I/O type check box. e) In the Location section, select the Include location check box and select Field from the list.

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The General tab of the Instrument Type Profile dialog box should now look like this:

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6. Click OK to return to the Instrument Type dialog box. 7. Click Apply.

INtools 6.0 Tutorial Instrument Index Define Additional Instrument Type Profiles
Use the table below to adapt the above procedures for all the following instrument types. Carefully read the notes below the table before beginning.
Process Function Type General Instr. Type FY, HY, LY, TY ZY FE FI FT LT PI PSH PT TE TI TT TW FV, HV, LV, PV, TV PSV Description Control System Y Wiring Spec HookUp / BOM Y System I/O Type AO

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I/P TRANSDUCER

Control Valve Flow Flow Flow Level Pressure Pressure Pressure Temperature Temperature Temperature Temperature Control Valve

SOLENOID VALVE D/P TYPE FLOW ELEMENT LOCAL FLOW INDICATOR D/P TYPE FLOW TRANSMITTER LEVEL TRANSMITTER PRESSURE GAUGE HIGH-PRESSURE SWITCH PRESSURE TRANSMITTER THERMOCOUPLE BI-METAL THERMOMETER TEMPERATURE TRANSMITTER THERMOWELL CONTROL VALVE

Y Y Y Y Y Y

Y Y Y Y Y Y Y Y

2 56 24 1

Y Y Y Y Y Y Y Y Y Y

DO AI AI DI AI AI

Relief Valve

PRESSURE RELIEF VALVE

Notes

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

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For System I/O Type, if the value in the table below is not -, on the General tab, select Include system I/O type, and from the list, select the I/O type indicated. For all of the instrument types in the table, in the Location section of the General tab, select Include location, and then from the list, select Field.

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8. Click OK to close the Instrument Types dialog box.

Create a P&ID Drawing Number

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

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

INtools 6.0 Tutorial Instrument Index Create Lines (Piping)

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

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6. Click OK to save the data and close the dialog box. 7. In the Lines dialog box, from Line Type list, select Process. 8. Click New to open the Line Properties dialog box. 9. Add the following information: a) In the Line number field, type the new name: 4-P-1501-11H. b) From the Pipe material list, select Plain Carbon Steel (ANSI). c) Select ANSI as the pipe standard. The Pipe Data dialog box opens. d) In the Find nominal size field, type 4 so that you can easily select 4 inches as the nominal size.

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e) Select the pertinent pipe data as shown.

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f)

Click OK to close the Pipe Data dialog box and return to the Line Properties dialog box. All other pipe details are filled in automatically and the Line Properties dialog box should appear as shown.

10. Click OK to select the line settings and to return to the Lines dialog box. 11. Repeat steps 8 through 10 to add another line: 4-P-1502-11H. 12. Click OK in the Lines dialog box when done. Note

Lines can also be created in the Process Data module.

The remaining objectives in this Task deal with entering additional data in the supporting

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tables. These include Status, I/O Type, Location, Manufacturer, and Model.

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Enter Status Data

1. On the Tables menu, click Instrument Statuses to open the Instrument Statuses dialog box. 2. Click New to add a new data row. 3. Type N in the Status field. 4. Type New Instrument in the Description field. The dialog box should appear as shown.

5. Click OK to close this dialog box.

Enter I/O Type Data

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

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5. Click OK to close this dialog box.

Enter Location Data

1. On the Tables menu, click Instrument Locations. 2. In the Instrument Locations dialog box, click the Description field next to Field. 3. Type Installed in the field. The dialog box should appear as shown.

4. Click OK to close this dialog box.

INtools 6.0 Tutorial Instrument Index Enter Manufacturer Data

1. On the Tables menu, click Instrument Manufacturers to open the Instrument Manufacturers dialog box. 2. Click New to add a new data row. 3. In the Name field, type ROSEMOUNT. 4. Enter additional manufacturers ASCO and ASHCROFT by repeating steps 2 and 3 twice more. Your dialog box should appear as shown (you do not need to enter all the data for this tutorial):

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5. Click OK to close this dialog box when done.

Enter Model Data

1. On the Tables menu, click Instrument Models to open the Instrument Models dialog box. 2. From the Manufacturer list, select ASCO. 3. Click New to add a new data row. 4. In the Instrument Model data field, type 814B12. 5. From the Process Function list, select General. 6. Type the model description if required.

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7. Repeat steps 2 through 6 to enter the following model data (note that the data for FISHER may already be present): Manufacturer ASCO ASHCROFT Model 8351B23 EVERY-ANGLE-12/01 EVERY-ANGLE-13/02 MGS - 136 FISHER ED EZ 8500 V500 V150 ROSEMOUNT 1151DP4E22S2B1M2 3051S1256 Process Function General General General General Control Valve Control Valve Control Valve Control Valve Control Valve General General

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

Task 2: Defining a Loop with Its Tags

Define a Loop and Add Tag Numbers
1. With the Instrument Index Module window open, do one of the following: On the module toolbar, click .

On the Edit menu, point to Loop Numbers and click New Loop Number to open the New Loop Number dialog box.

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2. Type the loop number as shown (use the Tab key to move the cursor to the character separators).

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Note

In this case, the first segment of the loop number name has been derived from the unit number as defined in the Loop Naming Convention dialog box of the Administration module by the Domain Administrator.

3. Click OK. The Loop Number Properties dialog box opens. 4. Enter the following information: a) In the Loop service field, type Feed from V8. b) Select the Apply P&ID Drawing to Tags check box. c) From the P&ID Drawing list, select 101-PID01-001. d) From the Loop type list, select DCS. e) From the Loop function list, select Control Indicating.

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The dialog box should appear as shown.

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Note

To add new values to supporting tables so that they can become available in the lists, click next to the lists.

5. Click OK. 6. Click Yes when prompted to add a tag number. The New Tag Number dialog box displays the elements of the loop name to which tags will be added.

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7. Enter FE as the first new tag number in the New Tag Number dialog box.

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8. Click OK. Because more than one instrument type designated by FE acronym exists, the Select Instrument Type dialog box opens. 9. Do the following: a) From the Description column, select D/P TYPE FLOW ELEMENT.

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

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10. Enter the required tag number data by selecting values from the lists as shown below.

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Note

The command buttons enable you to enter additional data in the supporting data tables. These values will then become available in the lists

11. Click Save when ready to move to the next tag number. 12. Click New to add another tag number to the loop. 13. To create tag number 101-FT-100, repeat steps 7-11 with the following changes: a) In the Select Instrument Type dialog box, select from the Description column for Instrument Type FT the description: D/P TYPE FLOW TRANSMITTER.

Note

While this tag number is being created, the status bar indicates automatic device panel creation.

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b) In the Tag Number Properties dialog box, complete the definitions as displayed.

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Note

To display additional manufacturers and models, you must first define them using the appropriate ellipsis buttons in the Tag Number Properties dialog box. (See also page 49.)

14. To create tag number 101-FY-100, click New and then repeat steps 7-11 with the following changes: a) In the Select Instrument Type dialog box, select from the Description column for Instrument Type FY the description: I/P TRANSDUCER.

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b) Define the new tag in the Tag Number Properties dialog box as displayed.

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15. Click OK. In the next task, you will see how to add a tag number to a loop after saving the loop.

Add a Tag Number to an Existing Loop

In this example, you will add a control valve (FV) to loop 101-F-100. 1. In the Instrument Index Module window, do one of the following to open the New Tag Number dialog box: On the module toolbar, click .

On the Edit menu, point to Tag Numbes and click New Tag Number.

2. In the New Tag Number dialog box, enter tag number 101-FV-100. 3. Click OK.

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4. Ensure that the following data appears in the Loop Name dialog box:

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5. Click OK 6. In the Tag Number Properties dialog box, define the tag number as displayed below.

7. Click OK. Note

It is also possible to add an existing tag number to a loop by clicking the module toolbar (association with loop).

on

INtools 6.0 Tutorial Instrument Index Add a Single Tag Number

1. Before creating the next tag number, update the PT (Pressure Transmitter) instrument type profile as follows: a) On the Tables menu, click Instrument Types. b) Under Process function, select Pressure. c) In the data window, under Instrument Type, select PT Pressure Transmitter. d) Click Profile. 2. In the Tag Number Profile dialog box, on the General tab, under Location, select the Location check box, and then from the list select Field. 3. Make sure that the Wiring and Control System tab looks like this:

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4. Click OK. 5. In the Instrument Types dialog box, click OK.

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6. In the Instrument Index Module window, do one of the following: On the module toolbar, click .

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On the Edit menu, point to Tag Numbers and click New Tag Number.

7. In the New Tag Number dialog box, type tag number 101-PT-201, and click OK. Note

If the Select Instrument Type dialog box opens, select from the Description column for instrument type PT the description PRESSURE TRANSMITTER, and then click OK.

8. Make sure that in the Loop Name dialog box, the loop name is 101-P-201, and then click OK. 9. In the Tag Number Properties dialog box, do the following to create the equipment entry that you need: a) Click beside the Equipment field.

b) When prompted to save your changes, click Yes. The Equipment dialog box opens. c) From the Equipment Type list, select TANK.

d) Click New to add a new line. e) In the Name field, type F-102. f) Click OK.

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10. In the Tag Number Properties dialog box, complete the other fields as follows:

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11. Click OK. 12. In the Instrument Index Module window, do one of the following: On the module toolbar, click .

On the Edit menu, point to Loop Numbers and click Loop Number Properties.

13. In the Enter Loop Number dialog box, type 101-P-201 and click OK. 14. In the Loop Number Properties, dialog box, do the following to add a loop function to the Loop function list. a) Beside the Loop function list, click .

b) In the Loop Functions dialog box, click New . c) In the new field under Loop Function, type IA. d) Under Description, type Indication and Alarm. e) Click OK.

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15. In the Loop Number Properties dialog box, complete the other fields as follows:

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16. Click OK, and then click No if asked to edit tag numbers.

Select a Loop and View Tag Number Data

1. With the Instrument Index Module window open, do one of the following: On the module toolbar, click .

On the Edit menu, point to Loop Number and click Edit Loop Number.

The Enter Loop Number dialog box opens.

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2. Click Find to open the Find Loop dialog box. 3. In the Loop name field, type %F% and click Find.

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4. In the Search Results data window, select loop 101-F-100 and then click Tag List. The Associated Tag Numbers dialog box opens with the tag numbers associated with the current loop displayed in alphabetical order.

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5. Click Close to return to the Find Loop dialog box. 6. Click OK to close the Find Loop dialog box to open the Loop Number Properties dialog box. 7. Click OK to close the Loop Number Properties dialog box. 8. When prompted whether to edit tag numbers, click No.

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Task 3: Duplicating a Loop with Its Tag Numbers

Duplicate a loop
If you want to create a series of control loops that perform similar functions, rather than creating each one from scratch, you can use the INtools duplication feature to copy the loop and its associated tag numbers. 1. With the Instrument Index Module window open, do one of the following: On the module toolbar, click .

On the Edit menu point to Loop Numbers and click Duplicate Loop Number.

The Enter Loop Number dialog box opens. 2. Type 101-F-100. This will be the source loop. 3. Click OK. 4. In the Duplicated Loop Number dialog box, change the number of the loop from 100 to 2212.

5. Click OK to open the Loop Number Properties dialog box.

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6. In the Loop service field, type Feed to B-101 Pass A. Ensure that the rest of the information appears as follows.

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7. Click OK. The Create Loop Tags dialog box opens. 8. Select the Select All and Copy the instrument type from the source tag check boxes and click OK to start the duplication process.

9. In the message prompting you to edit the tags, click Yes. The Tag Number Properties dialog box opens displaying data of the first tag associated with the new loop.

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10. Edit the tag data as required. Make sure that you create and select line 3-FO-1212-4C as displayed in the P&ID (DWG. No. 100-PID01-001). Note

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When you create line 3-FO-1212-4C, you have the option of defining it as in the INtools in_demo.db, but this is not required.

11. Click Next to display the data of the next tag. Continue editing all the tags associated with the loop. 12. Click Save after editing the last tag number associated with the loop. 13. Click Close when completed. Using the procedures described in this section, create the following loops and their associated tags according to the Demo P&ID. Make sure you create all the instrument tags shown in the Demo P&ID, because you will make use of them in Tutorial tasks later. Use suitable methods of loop and tag creation among those you learned in Task 2 and Task 3). On completion, the following loops should appear in your database. Notes

In the course of creating the tags below, if the Select Instrument Type dialog box opens to offer you a choice of instrument types, make sure to select the instrument type/description for which you defined the profile. You have the option of defining these tags and loops as they are defined in the INtools in_demo.db, with the exception of tag 101-FI-201 (in loop F-201), which you must create using type FI-LOCAL FLOW INDICATOR. The bolded loops are the ones that you already created. F-102 (Duplicate loop F-100 and select only the appropriate source tags.) F-2213 P-101 P-201 F-201 L-201

F-100

F-2212 P-208 P-100

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Task 4: Viewing and Editing Data

Once you have finished entering the required tag numbers and loops, you can view the Instrument Index data in the Browser View window. Note

When you first start the Instrument Index module and want to open the Browser View window, INtools by opens the default view in the Instrument Index Standard Browser. You can define a new view and set it as your default view for the Instrument Index module in the Browser Manager. You will learn how to create a new browser view in the Browser chapter of this tutorial. However, for the purposes of this tutorial, we are going to use the Instrument Index Standard Browser view.

From the Browser View window, you can carry out numerous functions with the Instrument Index data, including viewing and editing, and customizing the way the data is displayed. The following is a short summary of the different functions which you will be practicing in this section of the tutorial: View the data Edit the data View the available documents associated with a tag number Paste data from the buffer to selected rows for a batch update

View the Instrument Index Data

From the Instrument Index Module window, open the Browser View window by doing one of the following: On the module toolbar, click .

On the Actions menu, click Browse Index.

The Browser View window opens with the tag attribute headings appearing in the default sequence.

INtools 6.0 Tutorial Instrument Index Change the Layout of the Instrument Index Data
1. To change the layout, you can: a) Drag a field header to a new position to change the field sequence. b) Change the width of a field by positioning the cursor on the border between two field headers and then dragging the border to the right or to the left.

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The contents of your Browser View window may look different depending on how many tags you have created. After opening the Browser View window, you will perform a number of operations which are explained in detail in the sections that follow.

INtools 6.0 Tutorial Instrument Index Edit the Browser View Window Records Single-Row Editing
1. With the Browser View window open, click in a field to edit it. When finished, click in another field or press the Tab key to move to the next field. (Click Ctrl + Home to move to the beginning of the tag list or Ctrl + End to move to the end of the tag list.) Some fields only enable you to select from a list (note that the items in the Instrument Type list are sorted in an ascending order according to the Instrument Type abbreviations, for example, AC, FT, PI, etc.).

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Notes

If you want to add to or delete some of the options in the list, you can access the required list from the Tables menu in the Instrument Index Module window. Fields that hold tag data (Tag Number, Process Function Type, Number, Prefix, Suffix, and so forth) cannot be edited they appear with a yellow background. Changes you make to a record are automatically saved to the database when you proceed to another record or when you close the Browser View window.

INtools 6.0 Tutorial Instrument Index Edit the Browser View Window Records Multi-Row Editing
Now you will learn how to select a number of tag numbers in the Browser View window for multi-row editing. When selecting the multi-edit option, a dialog box opens where all the available Browser View window fields for the selected tag are available. In addition to this multi-editing feature, you are also able to access the appropriate supporting tables if you need to update the available options in the lists. 1. With the Browser View window open, select the tags that you need to update. To select multiple tags do one of the following: To select a group of consecutive tags, select the first tag in the group and then press and hold the Shift key, and then click the last tag in the group. To select a group of non-consecutive tags, click the first tag that you want to select, then press and hold the Ctrl key as you click the other tags that you want to select. (You can also click Ctrl + Home to move to the beginning of the tag list or Ctrl + End to move to the end of the tag list.)

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2. Do one of the following: On the Browse toolbar, click .

On the Actions menu, click Properties.

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

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3. Do one of the following: a) Select the appropriate data from the relevant lists. to open the appropriate supporting table where you can b) Click an ellipsis button add new values to the list or edit existing ones. 4. Click Apply to save all the data of the currently selected tag. 5. Click Next to display the next tag to be edited (available if you selected multipple tags). Do not forget to click Apply again. 6. When done, click OK to return to the Browser View window.

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Edit Data Using the Browser View Buffer

The Browser View Buffer data window provides a very convenient way to copy complete tag data from one tag to another. You can copy all the data of an existing tag to a newly created tag or an existing tag. You can use the Browser View Buffer data window to update multiple tags in a batch.

1. In the Browser View window, select tag 101-PI-100. 2. Do one of the following: On the Browse toolbar, click .

On the Action menu, select Copy.

INtools copies all the tag data to the Browse Buffer data window. 3. Select tag 101-PI-101 which has the same instrument type. 4. Do one of the following: On the Browse toolbar, click .

On the Action menu, click Paste.

The data from tag 101-PI-100 is copied to tag 101-PI-101

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Task 5: Finding and Sorting Data in the Browser View Window

The Browser View window offers convenient sort and search tools that you can use to find a specific value and sort the data as you require. You can search for any record that exists in any of the Browser View window columns. For example, you can find a specific tag number, an instrument type, or an I/O type, and so forth. The following search options are available: Find a record by entering the whole value, for example, 101-FV 100 (the full tag number) or CONTROL VALVE (the full instrument type value). Find a record by entering a string which is a part of the value, for example, FV (or just V) or CONTROL VALVE (the full instrument type value). Search for a record as you type in the value.

Find a Tag Number in the Browser View Window

This feature enables you to find a tag number in a long list of tags on the fly. 1. In the Browser View window, click to open the Find dialog box.

2. Select the As typed option button and type 101-FT-2212 in the Find what field. Watch how INtools takes you to the tag number you are looking for in the Browse window. 3. Close the Find dialog box.

INtools 6.0 Tutorial Instrument Index Find a Particular Value in the Browse Window
This feature enables you to find a value in any column in the Browser View window. You select the column that you want to search and then use the Find command to find the required value in that column. Lets say that you want to find the D/P Type Flow Element value in the Instrument Type column. Do the following: 1. In the Browser View window, click the Instrument Type column header. INtools selects all the records in this column. 2. Click to open the Find dialog box.

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3. Select the String option button and type D/P Type in the data field (ensure that the Case sensitive check box is cleared). The dialog box should appear as follows.

4. Click Find to highlight the first occurrence of the value you typed in. 5. Click Find again to find the next occurrence of the value you typed in. 6. Close the dialog box. Now find all the occurrences of the following values: Fisher (in the Manufacturer column) AI (in the I/O Type Name column)

INtools 6.0 Tutorial Instrument Index Sort the Data in the Browser View Window
This option enables you to sort the displayed tag numbers in the Browser View window according to the existing columns. Double-click the Instrument Type column header to sort the tag numbers according to their instrument type. (If you double-click this column header one more time, the software reverses the sort sequence.) Tip

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If you are searching for a value in a very long list, sort the data according to that column before starting the search.

Now sort the tag numbers in the Browser View window according to their I/O Type.

Task 6: Additional Browser View Window Features

There are several other useful features the Browser View window not mentioned in the tasks above. We will now show you some of these handy features that will make your work easier and faster.

Use the Browse Window Shortcut Menus

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

Open a Document Associated with a Tag Number

This feature enables you to access the documents associated with the selected tag number. 1. In the Browser View window open, select tag number 101-FT-100. 2. Click to open the Documents pop-up window.
The available documents appear in bold. The disabled options signify that no documents of this type have yet been created for the selected tag. Clicking on any available option will open the appropriate document associated with the selected tag.

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Note that an instrument specification, point-to-point wiring diagrams (Tag Signal and Loop Signal options), and SmartLoop drawings and Enhanced SmartLoop reports already exist for the selected tag even though you did not create these documents. INtools created them for you automatically because you already selected the Wiring and I/O Profile, and Specification Profile check boxes when you defined the instrument type profile for tags of type FT in the Tag Number Profile dialog box (see page 35 for details). 3. Click on each available option to access the associated documents. You can view the documents, print them out, and save them as external files if necessary. 4. Click to close the Document pop-up window.

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Associate an External Document with a Tag Number

This option allows you to associate an external document (a file not created in INtools) with a selected tag. After making this association, you will be able to open this document from the Browser View window. 1. Select the tag with which you want to associate an external document. 2. Right-click the selected tag to open the shortcut menu, point to Tag Number Activities and select Associate Documents. The Associated Documents dialog box for the selected tag opens. 3. Click Associate to open the Associate External Documents dialog box. 4. Navigate to the folder in the path <Root folder>\ Documentation\Tutorial\ where the P&ID Drawing.pdf file is located (the actual location of the root folder on your computer depends on where you installed the INtools documentation files). 5. Click Open. A new data line is added to the Associated Documents dialog box displaying the information about this external document. 6. Click in the Description field and type Demo P&ID for Tutorial.

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The dialog box should appear as follows (your file location may be different from the location in the example):

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7. Click OK. 8. Click Close when done. Now, if you have the Acrobat Reader installed on your computer, you will be able to open this file when accessing the documents for this tag. Lets try it: 9. Make sure the tag with which you just associated the TUTOR1.PDF file is selected. 10. Click to open the Document pop-up window.

11. Click Other to open the Associated Documents dialog box.

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12. Select the document you want to open and click Open. Note

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

Print the Contents of the Browser View Window

You can generate a report that contains all the Instrument Index data. This report will take the form of the Browser View window and will contain only the data currently displayed in the Browser View window. Therefore, if you selected a particular viewing style, the report will be generated accordingly. 1. In the Browser View window, click to open the Print Preview window.

2. When prompted to preview the report, click Yes. 3. Examine the data. You can do the following: Change the magnification level by clicking Save the report as an external file by clicking Print out the report by clicking . . . . .

Add a revision through the Revision dialog box by clicking Load a saved report from the revision archive by clicking to close the Print Preview window.

4. Click

Task 7: Generate Instrument Index Reports

You can generate a wide variety of reports based on the instrument index data that you entered. You can now experiment with the different reports that INtools puts at your disposal. 1. Open the Instrument Index Module window. 2. On the Reports menu, click the required sub-menu option. Note that some sub-menu options contain other sub-options. 3. Try generating each of the available standard reports.

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Task 8: Working with Typical Loops

This feature enables you to create user-defined typical loops and tags which are used to create numerous plant loops in batch mode. A typical loop can be described as a userdefined combination of typical tags that are in fact various instrument types. You create your user-defined typical loop which is then used as a template for batch creation of plant loops in batch mode. This feature can be very useful when you need to create numerous loops based on the same template. You can create as many typical loops as required and use them to create plant loops in batch mode. The procedure is quite simple. First, you create the required typical loop and then you use the existing typical loop to create plant loops in batch mode.

Naming Conventions
The typical loop naming convention is as follows: The typical loop name segments can be the same length or shorter than the ones defined in the naming conventions for the current unit. In fact, you can use any naming convention for your typical loops as long as it contains the loop number segment. The maximum length of a typical loop name is 50 characters. You can have up to 48 characters in the name segment, one character for a delimiter, and 2 characters for a suffix. The typical tag naming convention is as follows:

Instrument type up to 4 characters in the name segment, (the typical tag name segment is automatically truncated to 4 characters when the instrument type name contains more than 4 characters). Typical tag number up to 8 characters in the typical tag number segment. Typical tag suffix up to 3 characters in the typical tag suffix segment.

Example of a typical tag name: FT-FLOW_CTLR/2

Create Typical Loop FL-1

Creating a new typical loop is the first stage in the procedure. This is when you make all the required typical loop definitions: enter the typical loop name, select its measured variable and loop function. At this stage, you also select the appropriate instrument types and related profiles that will serve as the typical tags contained in this typical loop. At this point, you will create a new typical loop FL-1. 1. With the Instrument Index Module window open, on the Edit menu, click Typical Loop Management. 2. In the Typical Loop Management dialog box, click New to open the Typical Loop Properties dialog box.

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3. In the Name field, type in FL-1. 4. From the Loop measured variable list, select FLOW as the loop measured variable for the new typical loop. Click to define a new loop measured variable if the required value is not available. 5. From the Loop type list, select DCS. Click value is not available. to define a new loop type if the required

6. From the Loop function list, select Control Indicating as the loop function for the new to define a new loop function if the required value is not available. typical loop. Click 7. In the Loop Service field, type DCS closed loop. 8. In the Note field, type a short note if needed. 9. Click Add to add a typical tag to the loop. 10. In the Associated typical tags data window, select from the Instrument Type list: D/P TYPE FLOW ELEMENT - FE. This instrument type will serve as a typical tag associated with the current typical loop. Tip

The Number field automatically displays the numeric segment of the typical tag name which is derived from the typical loop name. You can accept it or modify it as needed.

11. Click Add to add another typical tag to the current loop.

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12. From the Instrument Type list, select D/P TYPE FLOW TRANSMITTER - FT. 13. Click Add again. 14. Add the following typical tags: a) I/P TRANSDUCER FY. b) CONTROL VALVE FV. Now the Typical Loop Properties dialog box should appear as shown.

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Note

The suffix is used when there is more than one instrument that belongs to the same instrument type. In this case, type a suffix to distinguish between these instruments.

15. Click OK and then click No to close the prompt. You have successfully created typical loop FL-1.

Create Typical Loop T-10

Now you will create typical loop T-10 for which the properties are shown below (if necessary, create a new loop function: IA Indication and Alarm).

Click Close in the Typical Loop Management dialog box after you finish creating the required typical loop numbers.

INtools 6.0 Tutorial Instrument Index Create Plant Loops in Batch Mode
This feature enables you to create, in batch mode, numerous plant loops based on existing typical loops. You will now create several plant loops based on typical loop FL-1. 1. With the Instrument Index Module window open, on the Edit menu, click Batch Loop Creation. The Batch Loop Creation dialog box opens. 2. From the Typical Loop list, select FL-1. 3. In the New Loop Number field, type the following: 905-910, 919 This will create Loops F-905 through F-910 and F-919.

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Note

You can create as many plant loops based on the selected typical loop as required. To create more than one plant loop, simply type the required new plant loop number names in the New Loop Number field. You can enter a range of loop names or a list as needed. For noncontiguous alphanumeric or numeric loop numbers, type in the loop numbers with commas between them. For a range of numeric loop numbers, type in the range of loop numbers with a hyphen between them. For example, to create loops 1000, 1001, 1002, 1003, 1057, FT10, F11,and F12 type: 1000-1003, 1057, FT10, F11, F12.

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4. Click Create to start the plant loop creation. A progress bar is displayed indicating the creation progress. When the creation of all Plant loops is complete, the progress bar is replaced with an appropriate message and the Done check box of the appropriate data row is selected.

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Note

If a problem occurs during the plant loop creation process, a message is displayed informing you that a particular set in the specified row has not been created. Also, the Done check box for that row remains unselected.

5. Once the batch creation process is complete, click Close to close the Batch Loop Creation dialog box. 6. Open the Browser to view the results. Now create plant loops T-905 through T-910 and T-919 based on typical loop T-10. Note

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

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