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FLUOR SmartPlant © Implementation Team By Mitch Fortey 5-14-2013 Senior Software Applications Specialist Smarter SmartPlant Batch Loop Creation Copyright © 2013 Fluor Corporation all rights reserved

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Page 1: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

FLUOR SmartPlant ©

Implementation Team By Mitch Fortey 5-14-2013 Senior Software Applications Specialist

Smarter SmartPlant Batch Loop Creation

Copyright © 2013 Fluor Corporation all rights reserved

Page 2: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Introduction to Loops

From a control systems perspective Loops are a key component of any process industrial plant and in fact many other processes and systems spanning the entire industrial & scientific spectrum.

Page 3: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Introduction to Loops

Larger control systems may be comprised of hundreds or even thousands of loops (including thousands more instrument tags). Designing these loops in SPI can be an arduous and time consuming task.

SmartPlant Instrumentation V2009, SP3 introduced the concept of Batch Loop creation via pre-configured templates (loops).

Page 4: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Introduction to Loops

For an introduction to the concept of Batch Typical Loops & Typical Instruments see the presentation by Nezar Faitouri for 8/2012 on the Houston LTUF website at http://www.spi-ltuf.org/

Page 5: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch

Batch Typical Loops, Typical Instruments and Macros reside in 3 Folders in the Reference Explorer in SPI. In a new database these folders are EMPTY. Therefore you have to create everything you need from scratch.

Note: It may be possible to import previously created Typicals/Macros or keep a set in a default startup seed file.

Page 6: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – A Global Approach

Start with a standardized specification for Typical Loops consisting of a tutorial, syntax definitions, tables and graphics.

Page 7: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – A Global Approach

Appendix A: Description Table

Page 8: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – A Global Approach

Typical Loops Graphic with:

Loop Code

Loop Name

Loop Description

Loop P&ID Diagram

Loop Table

Expanded Tag No.

Note: Make sure all you Instrument Type Profiles are built

Page 9: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Go to Tools and open the Reference Explorer (or F8)

Right click on the Typical Loops Folder and select New > Loop…

Based on you Global Specification Typical Loop Code Structure enter the Loop Name (e.g. PC-DFF03)

Select OK.

Page 10: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Populate Loop Number Properties (data applies to all Loops in a single batch run)

Note that P&ID and Equipment functions are not available in Loop Templates

Loop Service is optional

Click OK

Page 11: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Select Yes to create the first new Template Instrument (Tag)

Note: Over-write the default data in the Tag number field in the dialog box.

Enter: PV -PC_DFF03/ (consistent syntax can be very important). Tag Class is Foundation Fieldbus (Typical)

Select OK

Page 12: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Next, populate Tag Number Properties as Required

Page 13: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Click OK to finish this Tag (or click New to create the next Tag). You can use standard SPI Tag creation functions (including right-

click) to create your other Typical Instruments (Tags)

Page 14: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Depending on the creation method you choose, you may encounter differing steps to complete the Tag.

For example, if you choose the “New” button in the Tag Number Properties window or you right-click and use “Duplicate…” you will have to manually define the Loop Name.

Page 15: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

But, IF you right right-click ON the Typical Loop in the Reference Explorer, you go right from the New Tag Number window to the Tag Number Properties window and the Tag is assigned to the Loop number you clicked on automatically (no editing required).

Page 16: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Your “Tree” structure should look like this when you are done with PC-DFF03 Typical Loop

Notice that the individual tags created also appear under the Typical Instruments Folder (automatically)

Page 17: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Page 18: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Page 19: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Template

Page 20: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Macro

To create you first Batch Macro right-click on the Macros folder in the Reference Explorer. Click New > Macro…

A Macro is an executable feature that represents a sequence of instructions in abbreviated form. A Batch Macro repeats the instruction set over and over automatically based on the request string

Page 21: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Macro

Name the Macro and provide a description. The properties window supports multiple windows.

Page 22: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – Building Your First Macro

Drag and drop the Loop Template to the open area and save.

Page 23: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Starting from Scratch – The Finished Product

Here you see that you now have a Macro, a Typical Loop template and Typical Instrument tags

To run the Macro & create the Loop(s) just right-click on the defined Macro, select Actions > Batch macro creation…and enter the Loop number range you desire. (Ref. Nezar’s presentation for more info).

Your ready to go….

Page 24: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

S - Secret

K - Knowledge and

I - Information

N - Not

N - kNown by

Y - You

Page 25: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

Page 26: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

Page 27: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

In this example with the current Domain naming convention applied so a maximum of 7 loops were created. There is not a limitation for the quantity of Instruments created in each loop (?).

Page 28: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

Page 29: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

Page 30: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

In the Reference Explorer the “out-of-the-box” character length conventions apply from the start.

The Domain naming convention does not take effect until you run a batch of Loops/Instruments.

Page 31: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

Page 32: Implementation Team Smarter SmartPlantspi-ltuf.org/20130514/7 Smarter SPI Batch Loop Creation.pdf · 5/14/2013  · To create you first Batch Macro right-click on the Macros folder

Batch Typical Loops: Interesting facts, Skinny and other stuff….

QUESTIONS?

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THANK YOU.