promis*e ansi ieee tutorial

BENTLEY® promis.e

V8i (SELECTseries 6)

ANSI-IEEE Tutorial

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Bentley® promis.e ANSI-IEEE Tutorial i

TABLE OF CONTENTS

CHAPTER 1: INTRODUCTION

COMMAND COMPARISON ......................................................................................... 1-2

PROJECT OVERVIEW ................................................................................................ 1-3

GETTING STARTED ................................................................................................... 1-4

CHAPTER 2: ANSI-IEEE TUTORIAL

PROJECT MANAGER ................................................................................................. 2-4

CREATING A NEW PROJECT ..................................................................................... 2-5

CREATING A PAGE .................................................................................................. 2-10

WIRES ....................................................................................................................... 2-12

THREE PHASE WIRES ............................................................................................. 2-14

SYMBOL AND LIBRARY BASICS .............................................................................. 2-16

INSERT SYMBOL METHOD ...................................................................................... 2-16

CATALOG MANAGER METHOD............................................................................... 2-20

CREATING THE SCHEMATIC................................................................................... 2-23

THREE PHASE POWER RUNG ................................................................................ 2-24

INSERTING THE THREE PHASE DISCONNECT ..................................................... 2-24

DISPLAY SETTINGS ................................................................................................. 2-30

USING MACROS ....................................................................................................... 2-32

COPYING THE MOTOR CIRCUITS........................................................................... 2-41

PLACING THE TRANSFORMER ............................................................................... 2-44

CREATING THE EMERGENCY STOP/MASTER START CIRCUIT .......................... 2-49

THE FAMILY RELATIONSHIP ................................................................................... 2-49

PLACING THE MCR .................................................................................................. 2-50

CREATING THE HOLD-IN CIRCUIT USING FAMILIES ............................................ 2-53

CREATING THE SECOND COLUMN ........................................................................ 2-56

PLACING THE MOTOR CONTACTORS ................................................................... 2-58

TABLE OF CONTENTS

Bentley® promis.e ANSI-IEEE Tutorial ii

LINKING THE CONTACTS TO THE MOTOR STARTER COIL

(LINKING PARENT/CHILD) ....................................................................................... 2-62

CREATING THE OVER-TRAVEL CONDITIONS ....................................................... 2-63

ADDING A “LINE FEED” TO TEXT ............................................................................. 2-64

CREATING A MACRO ............................................................................................... 2-65

PLACING THE MACRO ............................................................................................. 2-66

CREATING THE SECOND PAGE .............................................................................. 2-68

PROGRAMMABLE CONTROLLER SETTINGS ......................................................... 2-69

PLACING THE PLC MODULE SYMBOL .................................................................... 2-72

WIRING THE I/O MODULE ........................................................................................ 2-74

CONNECTING DEVICES TO THE I/O MODULE ....................................................... 2-75

TERMINALS ............................................................................................................... 2-76

GENERATING A GRAPHICAL TERMINAL PLAN ...................................................... 2-80

ASSIGNING CABLES ................................................................................................ 2-84

CREATING A CABLE CROSS REFERENCE DIAGRAM ........................................... 2-88

CREATING PANEL LAYOUTS ................................................................................... 2-93

PLACING LAYOUT COMPONENTS .......................................................................... 2-95

WIRE LINKS ............................................................................................................. 2-104

WIRE NUMBERING ................................................................................................. 2-112

USING THE AUTOMATIC WIRE NUMBERING TOOL ............................................. 2-117

Bentley® promis.e ANSI-IEEE Tutorial 1-1

INTRODUCTION

Thank you for taking the time to tour the most powerful set of engineering tools on the market today, Bentley promis.e. This tutorial was designed to introduce new users to basic concepts for designing with this powerful software. Its purpose is to get a new user familiar enough with the tools to begin designing and exploring the more in-depth features. We hope that you will enjoy your tour of Bentley promis.e.

COMMAND COMPARISON 1-2

PROJECT OVERVIEW 1-3

GETTING STARTED 1-4

1

INTRODUCTION COMMAND COMPARISON


COMMAND COMPARISON

This document was written to be a general tutorial for both the AutoCAD® and MicroStation versions of Bentley promis.e V8i. With that in mind the table below shows the different toolbar buttons that will be needed when working through this tutorial.

Command Name AutoCAD Toolbar Button MicroStation Toolbar Button

Stretch

Copy

Delete

Move

Rotate

Menus are also displayed somewhat different depending upon what CAD software you are using. Here is a preview of the general appearance of the menus in a few different CAD platforms:

AutoCAD 2006-2008: Uses standard pull-down menus

Note When this tutorial references a menu command, an * is used to denote a flyout menu that only exists in the AutoCAD 2006-2008 versions. Ex: Design > *Wiring > Draw Wire. In the other versions you would find the Draw Wire command directly under the Design menu.

AutoCAD 2009: Uses Ribbon Menus

INTRODUCTION PROJECT OVERVIEW


Microstation V8i: Uses Tasks / Workflows

Note In some CAD versions the “Design” menu may be prefixed by the current drawing mode that you are in such as “Schematic Design.”

PROJECT OVERVIEW

This tutorial will take you through creation of a simple project. Below is a top view diagram of the equipment that we will be designing. It is a four-station rotary index machine. The sequence of operation is: parts are loaded onto an infeed conveyor and loaded onto the rotary index table. The table indexes, stopping at each station. The tooling on each slide advances and performs some operation on the part. At the end of the four stage process the parts are pushed onto the exit conveyor. This example also has a main enclosure and an operator’s interface box.

INTRODUCTION GETTING STARTED


During the tutorial process you will learn how to:

• Create Intelligent schematic diagrams • Create many reports in a variety of formats • Assign part numbers to create BOM’s • Automatic wire number and export labels • Import PLC text files into schematics • Create Automated Terminal Diagrams • Use Intelligent error checking • Create Automated Cable schedules • Manipulate data globally in a project • Create Intelligent Panel Layout drawings

GETTING STARTED

Once you start the software, the Getting Started screen is the first thing that you will see. This allows you to walk through the tutorial, check for updates, link to technical support, and open the most recent pages that you’ve worked on.

INTRODUCTION GETTING STARTED


Although you can create a new project right from this dialog box, we will use the project manager to manage and create new projects and pages. Select the Project Manager link above.


ANSI-IEEE TUTORIAL

PROJECT MANAGER 2-4

CREATING A NEW PROJECT 2-5

CREATING A PAGE 2-10

WIRES 2-12

THREE PHASE WIRES 2-14

SYMBOL AND LIBRARY BASICS 2-16

INSERT SYMBOL METHOD 2-16

CATALOG MANAGER METHOD 2-20

CREATING THE SCHEMATIC 2-23

THREE PHASE POWER RUNG 2-24

INSERTING THE THREE PHASE DISCONNECT 2-24

DISPLAY SETTINGS 2-30

USING MACROS 2-32

COPYING THE MOTOR CIRCUITS 2-41

PLACING THE TRANSFORMER 2-44

CREATING THE EMERGENCY STOP/MASTER START CIRCUIT 2-49

THE FAMILY RELATIONSHIP 2-49

2

ANSI-IEEE TUTORIAL PROJECT MANAGER


PLACING THE MCR 2-50

CREATING THE HOLD-IN CIRCUIT USING FAMILIES 2-53

CREATING THE SECOND COLUMN 2-56

PLACING THE MOTOR CONTACTORS 2-58

LINKING THE CONTACTS TO THE MOTOR STARTER COIL (LINKING

PARENT/CHILD) 2-62

CREATING THE OVER-TRAVEL CONDITIONS 2-63

ADDING A “LINE FEED” TO TEXT 2-64

CREATING A MACRO 2-65

PLACING THE MACRO 2-66

CREATING THE SECOND PAGE 2-68

PROGRAMMABLE CONTROLLER SETTINGS 2-69

PLACING THE PLC MODULE SYMBOL 2-72

WIRING THE I/O MODULE 2-74

CONNECTING DEVICES TO THE I/O MODULE 2-75

TERMINALS 2-76

GENERATING A GRAPHICAL TERMINAL PLAN 2-80

ASSIGNING CABLES 2-84

CREATING A CABLE CROSS REFERENCE DIAGRAM 2-88

CREATING PANEL LAYOUTS 2-93

PLACING LAYOUT COMPONENTS 2-95

WIRE LINKS 2-104

WIRE NUMBERING 2-112



USING THE AUTOMATIC WIRE NUMBERING TOOL 2-117



PROJECT MANAGER

The Project Manager is a powerful feature that allows you to create and manage your projects and pages. You can perform many tasks such as copying, renaming and deleting projects and pages. Not all aspects of the Project Manager are covered in this tutorial. Once you open the Project Manager, it will remain open in the background until you close it.

Note The Project Manager remains open in the background as you are designing – so you do not need to close/restart the Project Manager every time you want to use it. However, if you do close the Project Manager and would like to retrieve it, you can select Design > Project Manager from the pull-down menu or from the following toolbar buttons.

ANSI-IEEE TUTORIAL CREATING A NEW PROJECT


CREATING A NEW PROJECT

In this section we will create a new project and setup the properties for this project.

1. To create a new project, you can select File > New > Project from the menu pull-down in the Project Manager, OR you can select the first toolbar button:

Select New Project. The following dialog box appears:

2. Enter the project name Tutorial Project in the Project Name field.

3. In the Save In field, you can select the button to browse to the desired directory. For this example, create the project in the default My Projects folder. Different projects can



be stored wherever you want them to be. Many customers will choose to store projects on their networks so they can be shared by multiple users.

4. In the New Project dialog box, there are two buttons that will allow you to set standards for this project.

Select the Options button to configure options for this particular project. The following dialog box appears:

Each link on the left side of the dialog above allows you to set parameters for use with this project. You can then save this configuration for use on other projects. For this tutorial, we will use the default set of parameters, and will reference this section again as we progress through the topics in the tutorial. These settings, however, will not be covered in great detail in this tutorial. For further explanation and additional information on project settings, please refer to the User Guide.



5. There are many user-definable variables that you can use. In this step we will add a custom variable. From the menu on the left, select Default Project Properties and the following dialog box will display:

6. In the right hand portion of the dialog box are the default variables for both the projects and pages. These can be modified to your specifications. Notice that descriptions 4 thru

20 are currently not used. You can add as many variables as you like by selecting the toolbar to add a variable. In this exercise, we just want to use one of the unused variables.

To do this, select the Project Description 4, and then select the button to rename this entry. In the resulting dialog box enter “Machine Serial Number”:

7. An excellent feature of the software is to be able to save different configurations for the different customers that you do work for. To save this configuration, you can click on the disk icon on the Default Project Properties toolbar.



You can then enter a configuration name; let’s call this TUTORIAL.

8. Select the Save button to continue or select Cancel to go back to the New Project dialog box.

9. Back in the New Project dialog box, we can now fill in these variables. Select the Descriptions button and your new entries will be available.

Enter the project descriptions as shown below:



10. In the New Project dialog box, select OK to create the project. You will notice that Bentley promis.e project directories are marked with a special icon so you can easily see your Bentley promis.e projects.

11. Leave this dialog box open and move to the next section of the tutorial to create pages.

ANSI-IEEE TUTORIAL CREATING A PAGE


CREATING A PAGE

1. After you create a new project the new page dialog will open automatically. However you can select the appropriate icon from the toolbar, or you can simply right click in the page window and select New Page if you closed the dialog and need to reopen it.

2. The New Page dialog box will appear. One of the first things that you are prompted for in the new page dialog box is: Drawing Set, Installation, and Location. These are optional fields that are used to help you with your documentation. In our example, we have a 4 Station Rotary Index machine. It has 4 slides, an indexing table, an operator interface, infeed and exit conveyors, and a main enclosure. These are all examples of an Installation. Installations can further be broken down into Locations. For example, you may want to keep track of items on the panel and the door of the main enclosure. Therefore, PANEL and DOOR, are examples of locations. For our example, enter the following:

ANSI-IEEE TUTORIAL CREATING A PAGE


3. Initial Mode: Bentley promis.e also has “drawing modes.” This feature will be discussed later in the tutorial - leave the setting as Schematic Mode.

4. In the Page Description section, enter “480/120 VOLT CONTROL” for the description for this page. Notice that on your computer, the user name and date are filled in automatically.

5. Select OK to create this page. Notice that a D size – 2 column format is displayed with the chosen title block.

ANSI-IEEE TUTORIAL WIRES


6. Now that we have a project and page created, we are ready to begin drawing schematics.

WIRES

Wires are different than graphical lines. They contain logical data and have attributes such as wire number, gauge, and color among others. You can also setup “uses” of wires to automatically assign properties. Let’s start with some basics of drawing wires.

1. Wires can be drawn from either the Design menu or from the following toolbar.

2. Start by drawing a continuous wire by selecting Design > *Wiring > Wire (Continuous)

from the pull-down menu or from the on the toolbar above. Draw a horizontal wire anywhere on the screen.

ANSI-IEEE TUTORIAL WIRES


3. Now draw another wire vertically so that it connects to the horizontal wire that you drew, and then another wire that crosses over the horizontal wire.

4. Some companies like to show an arc where wires cross so it is easier to see that these wires are not actually connected. There is a setting that will allow for this in Bentley promis.e. If you desire this type of configuration, from the pull-down menu select Configure > Options. In the Options dialog box, select Wire Options from the menu on the left. Then simply make your desired selection in the wire crossing preference: For now, change this setting to Loop Over.

This will produce the following:

ANSI-IEEE TUTORIAL THREE PHASE WIRES


THREE PHASE WIRES

1. Three phase wires behave like single wires, except they have automatic phasing capabilities. Each leg of the three phase wire can have its own gauge and potential if necessary. The three phase wire can be drawn from either the Design > *Wiring menu or

from the on the wiring toolbar.

2. Draw a vertical three phase wire that spans the length of the page.

3. To demonstrate the automatic phasing capabilities, you have to draw the wires in a certain direction. Draw a horizontal three phase wire “into” the vertical wires.

ANSI-IEEE TUTORIAL THREE PHASE WIRES


4. Notice that the wires were “phased” based upon your stop point. If you want the “phasing” to be opposite of this, the start point would be the same, but the end point would be different.

There are many other features with wires that are beyond the scope of this tutorial. For further information please see the User Guide.

ANSI-IEEE TUTORIAL SYMBOL AND LIBRARY BASICS


SYMBOL AND LIBRARY BASICS

Bentley promis.e has many partnerships with various manufacturers to provide extensive libraries of parts data. When installing the software for the first time, the only catalog that is loaded is the ANSI-IEEE or the IEC library, depending on the type of install that you choose. This tutorial was created for use with the ANSI-IEEE catalog of parts. For additional libraries and databases, please visit our website at www.bentley.com.

There are two main methods of accessing the installed library of parts. One method is the Insert Symbol method which allows you to search a name or description from all loaded libraries. The other method of accessing the libraries is by using the Catalog Manager. The Catalog Manager allows you to graphically see and sort symbols into categories. The ANSI-IEEE catalog has pre-defined categories that can easily be modified by the user at any time.

INSERT SYMBOL METHOD

1. To use the Insert Symbol method, select Design > *Insert Symbol > Insert Symbol By Name from the menu, You can also access this library of parts from this toolbar button:

This is a complete list of all of the parts that are currently loaded. As you click on one of the entries, a graphic of the symbol will be displayed on the right.

2. In this dialog box, you can find symbols by performing a wildcard search. Enter the criteria in the description field and select the Search button on the right. To see all

ANSI-IEEE TUTORIAL INSERT SYMBOL METHOD


symbols that have “pushbutton” in the description, enter *pushbutton* in the Description field and press the Search button. Also, if you know the name of the symbol you can type it in the Name field and as you type in the symbol name the dialog will filter the data in real time.

A list of all symbols with descriptions that contain the text pushbutton is displayed.

3. In the lower left section of the dialog there are links to settings that allow you to set parameters for the symbols that you are placing such as rotation angle, scale, etc.

4. Change the entry in the Description field to search for *disconnect*. Press the Search button and a list of symbols with descriptions containing disconnect in them will appear. Select the symbol DSFU and select the Place Symbol button in the lower right.

Left-click to place the symbol anywhere on the drawing (not on wires right now).

5. The Device Properties dialog box appears where you can input data about the symbol, such as define a device tag (a unique name for this instance of the symbol) and assign part numbers.



This dialog box will be covered in greater detail as the tutorial progresses. For now select OK without making any changes to the dialog box.

6. This disconnect has certain attributes associated with it. Many of these attributes can be automatically filled in by the part number that you select for a device. Since we did not assign a part number, enter 30 for the Current Rating and press OK:



7. You should now have a 3 phase fused disconnect on your drawing.

Symbols are made up of different components:

Device Tag – A unique name for this instance of the symbol. A complete device tag also takes into account the Installation and Location of the device.

Connection Points – L1-L3 and T1-T3. These are the physical termination points on the device and are used in the point-to-point connection list.

ANSI-IEEE TUTORIAL CATALOG MANAGER METHOD


Symbol Text Attributes - Symbols can contain attributes such as voltage, amperage and other settings. These can be entered manually or they can be automatically filled in by the assigned part number.

Part Number – One or more part numbers can be assigned to symbols and are used to generate Bills of Material and other reports. Part numbers can also hold specific data that will automatically fill in the symbol’s attributes.

CATALOG MANAGER METHOD

A secondary method of accessing symbols in the library is by using the Catalog Manager. The Catalog Manager is primarily used for maintaining and viewing the contents of the symbol libraries.

1. To access the Catalog Manager, select Design > Catalog Manager from the pull-down menu.

2. The Catalog Manger dialog box will appear. When opening it for the first time the categories are collapsed.

3. To display the contents of the catalog, select the next to the ANSI-IEEE catalog. A list of the categories will be displayed. Click on the Push Buttons category and a list of the Push Buttons will be displayed



4. Notice that some categories have subcategories. The I/O Modules are divided into Input and Output subcategories. Most root categories contain schematic representations of the symbol with sub categories for the respective layout drawings.

5. You can change to thumbnail view by clicking on the thumbnail icon on the right side of the Catalog Manager.

6. IMPORTANT: You will notice that when you double click a symbol to place it – that by default the Catalog Manager will remain open and it may be difficult to place the symbol with the dialog box in the way. You can “roll-up” the catalog manager and keep it open at all times as you design.

To roll-up the catalog manager, in the extreme lower left hand corner of the Catalog

Manager, there is an icon that appears like . This indicates that the Catalog Manager

will remain open at all times. By clicking on it and changing it to changes the state to “roll-up.” Now when you double click to place a symbol, the Catalog Manager will “roll up” out of the way and allow you to place the symbol. You will still see the collapsed



catalog manager bar on your screen. If you hover the mouse over this bar, the Catalog Manager will re-appear and allow you to select another category or symbol. Many users keep the Catalog Manager open at all times in this mode for easy access to the symbol library. For the duration of the tutorial set the Catalog Manager to “roll-up” and move it to the left side of the screen close to the toolbars.

Note The Search button in the Catalog Manager works within the category. Example: if you are in the Push Buttons category, and you select the Search button to look for terminals, it will not return any results because it is searching only within the Push Buttons category.

To search the ENTIRE catalog by name or descriptions, scroll up to the ANSI-IEEE catalog name and select the Symbols icon. This will display ALL symbols in the catalog.

ANSI-IEEE TUTORIAL CREATING THE SCHEMATIC


CREATING THE SCHEMATIC

Now that you have a project and a page created, you can begin to create the schematics. The rest of this tutorial will concentrate on working with the 4-station rotary index example described in the beginning of the tutorial.

Our project is comprised of different “areas” of the equipment. We can use these areas to divide up the project into Installations and Locations. Examples of installations using the above example would be MAIN ENCLOSURE, STATION #1 - #4, OPERATORS INTERFACE, ROTARY INDEX TABLE and the CONVEYORS as these are the main areas of the equipment. These are all examples of installations. Installations can be further be broken down into locations.

In the diagram above, there are four slides, STATION #1 - #4. Each of these stations has a junction box. These junction boxes are examples of locations because they are a subset of the station that they are part of.

The purpose of using Installations and Locations is to give you better control over your reports and other documentation. Throughout the tutorial we will use these criteria for sorting and filtering the reports, making panel layout and wiring diagram drawings, as well as terminal block layouts.

Let’s begin creating the schematics.

ANSI-IEEE TUTORIAL THREE PHASE POWER RUNG


THREE PHASE POWER RUNG

1. Using the three phase wires or Design > *Wiring > 3 Phase Wire from the menu, draw a 3 phase bank of wires down the left side of the drawing.

INSERTING THE THREE PHASE DISCONNECT

The rest of this tutorial will use the Catalog Manager method of placing symbols. If your Catalog Manager is not open or visible, open it by selecting Design > Catalog Manager from the pull-down menu. Reference step 6 in “Placing symbols using the Catalog Manger”.

1. Hover the mouse over the Catalog Manager tool palette to expand it. Expand the ANSI-IEEE catalog of parts so that you can see the categories and from the list select the Disconnects category.

ANSI-IEEE TUTORIAL INSERTING THE THREE PHASE DISCONNECT


2. Select the DSFU symbol and double mouse click on it. The Catalog Manager will “roll-up” and you will see this symbol at your cursor as you move your mouse around on the drawing.

3. Align the symbol with the 3 phase wires and left click to place the device on the 3 phase wires at line number 102.

4. The Device Properties dialog box will appear. This dialog box allows you to do a variety of things, but at a minimum we want to give this device a unique name and assign part numbers to this instance of the symbol.



Note IMPORTANT: Notice that there are three main parts to the Device ID: Installation, Location and Device Tag. This combination will uniquely identify this part. These three components are primarily used for sorting and filtering of reports and used as criteria when creating panel layout drawings and terminal plans. When placing devices, the default Installation and Location is that of the page, but you can change the Installation and Location of any device before or after placing the symbol.

5. There are both standard and user-definable naming conventions used for automatic naming of the devices. The software defaults to PAGE LINE NUMBER naming convention so the default Device Tag is DS102 because the disconnect was placed on page 1 line 02. These settings can be easily changed in the Bentley promis.e Options dialog but the rest of the tutorial will use Page Line Number naming convention.

6. The part number section of the Device Properties dialog box will list the part numbers and quantities assigned to this symbol. Some symbols will have the part number “built in.” To see what part numbers are available for this disconnect, select the Search button in the part number section.

7. A list of part numbers that correspond to the type of symbol you are placing will be displayed.



The Select Part Number dialog box is divided into two sections. The top section contains a list of available part numbers for the device that you are placing. The bottom section of the dialog box lists part numbers that you have assigned to the part.

8. Double click on part number DH361FDK and you will see it appear in the lower section of the dialog box. This means that the part number has been assigned to the symbol. You can assign more than one part number to a symbol. Also select the extended rod shaft kit 1494R-N4. You should now have two part numbers in the lower section of the dialog box.



9. These are the part numbers that we want to use, but if the need arises to un-assign or change a part number you can simply double click on the part number in the lower portion of the dialog box to delete it and select a new one from the list in the top portion of the dialog.

10. After selecting the part numbers, select OK and you will see the part numbers that you have chosen for this device in the Device Properties dialog box.

11. Select OK to continue. This symbol has an attribute for Amperage for the fuse ratings. If fuse part numbers were assigned, the amperage rating would be filled in automatically. For this tutorial we will do this manually.

Enter 30 for the disconnect current rating:



12. Select OK and zoom in around the disconnect symbol. Notice that the wires have been automatically “broken” around the device.

Note The symbol settings, the color of the connection point text, and many other features that affect how symbols look can be set in the Bentley promis.e Options defaults. Changes to the settings in a project can occur in real time and update throughout the entire project. For this tutorial these settings will not be modified.

ANSI-IEEE TUTORIAL DISPLAY SETTINGS


DISPLAY SETTINGS

Some customers require certain information to be represented on the drawings. Some information may be useful to turn on during the design process then globally turn it off during printing. The Display Settings toolbar allows you to easily toggle on and off different information in the drawings. The toolbar is broken down as follows:

1. While zoomed in on the disconnect symbol, use the button to toggle on and off the display of the connection point text to see how it changes the display on the drawings. After seeing how it affects the drawings make sure to toggle it so that they remain displayed.

2. Turn on the part numbers by using the toolbar button. You will now see that the part numbers are displayed in red on the symbol. This is very handy while designing so you can see what part numbers are assigned to symbols, but it may not be something that you would like displayed when printing.

ANSI-IEEE TUTORIAL DISPLAY SETTINGS


3. Now that the part numbers are displayed you can instantly get technical data about the part numbers that are assigned on the symbol. To demonstrate this feature, right-click on the red part number. A menu choice will appear.

Select the Navigate fly-out and select DH361FDK. The database record for this part number will be displayed showing its technical data.

Close the dialog box and move on to the next section.

ANSI-IEEE TUTORIAL USING MACROS


USING MACROS

So far we have only looked at placing an individual symbol and assigning part numbers. Often users will want to place entire sections of schematics that are standard or consistent from drawing to drawing. This can be achieved by using a macro. You can store commonly used circuits in macros and place them just as you place a symbol. They can contain all of the logical data such as part numbers, wire numbers and pre-defined symbol attributes.

To demonstrate using a macro:

1. In the Catalog Manager, go to the Motor Starters and Controllers category and find the MOT1 macro.

You will notice by looking at it that it contains the fuses, overloads, contacts, the disconnect and terminals.

2. Double click on the MOT1 to place it onto the drawing. It is aligned at your cursor so that the first three phase wire is the insertion point. Align this macro on the existing three phase wires so that the phasing aligns and left click to place the macro on line number 108.



3. Once you place the macro a series of questions will follow. Please follow the steps accordingly:

4. This macro was created without part numbers in order to demonstrate sorting and filtering of the database fields when looking for part numbers to assign. When you place a macro, the software cycles through each symbol that is in the macro and will allow you to assign or change a part number(s). You will first see the dialog box for the three phase fuse block.

Notice that the device tag defaults to the page and line number suffix. Although any unique name can be entered here, leave the default value.

5. Assign a part number by selecting the Search button in the upper right hand corner of the dialog box in the Part Number section. A list of part numbers that match the symbol appears.



6. Notice that only fuse block part numbers appear. Double click to assign part number 1491-N226. It should appear in the lower portion of the dialog box.



7. This fuse block should also contain fuses. To do this we need to change the filter to look for fuse part numbers instead of fuse blocks. In the upper portion of the dialog box, clear the current filter by selecting the Clear Filter button. This will now display all part numbers. We want to search for FRS type fuses to see what’s available, enter FRS* in the part number filter and select the Apply Filter button.

You will now see a list of fuses that are of the FRS type family. Scroll down in the list and find the FRS-R-8. Double click to assign this part number. It will also appear in the bottom section of the Select Part Number dialog box.



8. Select OK to continue. You will return to the Device Properties dialog box and you will now see the selected part numbers.

Select OK and the symbol text dialog box will appear. In the Current field, type in a value of 8.



9. Select OK to continue and the software will bring up the Device Properties dialog box for the next part in the macro which is the three phase contacts. You will see a value of M? in the Device Tag field. Symbols that have ? in the IDs by default are “child” symbols in a family. This feature will be discussed later in the tutorial. Do not make changes at this point and select OK to go to the next device in the macro.

10. The next device is the overloads. You should see OL108 for the device tag. In the Part Number section of the dialog, select the Search button to assign part number W38. Since we need three overloads, change the Quantity field value accordingly.



11. Select OK and the next device is the secondary disconnect. Using the same method, assign part number 1494R-N30.

12. Select OK to continue. The next symbol is the motor itself. MTR108, assign part number K51533446.



13. Select OK to continue and the symbol text dialog box will appear. Based upon our example, there are four slides on this machine: Station #1 through Station #4. This motor circuit is for Station #1. Enter the properties accordingly.



14. Select OK to continue and the device properties will come up for the terminals. You can assign part numbers to terminals at this point but there is a feature called the Terminal Editor that will allows you to view and manipulate the terminals on the terminal strip. Assigning part numbers will be deferred until that section in the tutorial. Press the Save and Exit button to complete placing the macro.

15. Because of the length of the text that we used, the macro extends slightly over the ladder column numbers.

Using the stretch command adjust the macro.

ANSI-IEEE TUTORIAL COPYING THE MOTOR CIRCUITS


COPYING THE MOTOR CIRCUITS

You have just completed the motor circuit for the Station #1. Since there are four stations in this project we can copy the macro to account for the remaining three.

1. If you are zoomed in around the motor circuit, zoom out so that you can see the entire drawings so that it will be easier to copy the circuits.

2. Using the copy command, put a selection window around the motor circuit and copy the macro to lines 113, 118 and 123.

3. Once you have completed the copying, zoom in on the devices and you will notice that all of the device tags have automatically updated to the line number that each symbol resides on, just as our project settings have dictated.

4. The only things that didn’t update during the copy were the descriptions of the motor circuit. Notice that all of the descriptions state STATION #1 SPINDLE MOTOR. There are two methods that can be used to change these values. Use Method 2 to change the text.

Method 1

Simply right click on each text and from the selection menu select Symbol Text to adjust the text individually.



Since there are only a few items that we want to change, this would probably be the more efficient method for this example.

Method 2

The other method is to use the Data Manager. The Data Manager allows you to globally search and replace information within the project. To open the Data Manager, select Review / Revise > Data Manager from the menu.

5. The Data Manager has three distinct sections. The main window is where the search results are displayed. The upper right pane allows you to select installations and pages to search in, and the lower right pane is where you can provide search and replace criteria.

6. The Data Manager has a row of buttons along the bottom that allow you to quickly look for certain data. Since we want to search for Symbol Text, select Symbol Text from the row of buttons along the bottom.



7. The main window will now be populated. Select STATION #1 SPINDLE MOTOR from the text column in the pull-down list.

You will now see the four items that contain that string.

ANSI-IEEE TUTORIAL PLACING THE TRANSFORMER


8. Change the second, third and fourth entry to STATION #2, #3 and #4 respectively.

9. Close the dialog box and the drawings will automatically be updated with the changes.

PLACING THE TRANSFORMER

1. From the Catalog Manager, select the Transformers category and find the symbol called T480.



2. Place the transformer on line 131 about the middle of the area below the motor circuits.

3. Place the transformer and assign part number 9070-E071D1.



4. To fuse the primary side of the transformer, select the FU symbol from the Fuses & Fuse Blocks category from the catalog manager.

Sometimes during a design, you may not always know what part numbers or ratings you will use for devices. In our situation, maybe we don’t yet know the loading effects of the transformer so do not assign a part number to the fuses and leave the amperage rating a “?”.

Later in this tutorial you will learn how to use error checking to check for such “?” instances in real time.

5. You can automatically connect two devices together and have Bentley promis.e automatically break the wires using the Design > *Wiring > Wire 90 Degree Up command. Select the command from the pull-down menu and start the wire at the H1 connection point on the transformer. For the endpoint of the wire, select the first three phase wire at line 130. The wire will not be drawn until both the start point and endpoint have been defined.



6. Do the same for the connection on H4.

7. Delete the unneeded three phase wires by using the delete command and selecting all three wires at the bottom of the drawing. The wires will automatically trim at the correct connection nodes.



8. Using the continuous wire toolbar continue the schematic by creating the 120 volt control wires off of the secondary of the transformer as shown. Since rung comments will be added later leave a little room on the right hand side for text.

9. The last step in this section is to copy the fuse into the secondary. Use either the copy toolbar button, or simply right click on one of the existing fuses and select copy from the list.

ANSI-IEEE TUTORIAL CREATING THE EMERGENCY STOP/MASTER START CIRCUIT


CREATING THE EMERGENCY STOP/MASTER START CIRCUIT

1. The next step is to create the Emergency Stop and Master Control Relay circuit. Using the following figure as a reference, add the emergency stop and master start push buttons from the Push Buttons category in the Catalog Manager.

THE FAMILY RELATIONSHIP

We are now at the point in our schematic where we want to place the Master Control Relay or MCR. Some symbols use what are known as a "family" relationship in which families are saved configurations of parts. For one coil symbol, you could select from many different families to define many different configurations.

Whenever you place these types of symbols, you should assign a family. What a family provides is the makeup of the device such as how many contacts it has and what the physical connection points on the device are. Families provide a way of checking for errors in real time. If you choose a family that is made up of a 2 normally open and 2 normally closed configuration, the software will warn you if you try to use the same contact twice or try to use more than the available amount of contacts.

Note There is a feature called “family on the fly” that is beyond the scope of this tutorial. When using this feature, you can make a configuration first (without assigning the family) and then create one later.

ANSI-IEEE TUTORIAL PLACING THE MCR


PLACING THE MCR

1. From the Catalog Manager, select the CR symbol from the Relays category and place it on the wire after the master start pushbutton.

2. The device properties dialog box will appear. The device tag defaults to the page and line number. To demonstrate that the tags are flexible, change the device tag to MCR.

3. Below the Device Tag field, you will see a section for family. A family is a saved device configuration. Select the browse button to see a list of available families.

A list of the available families will be displayed.



As with the insert symbol dialog if you know the family name you can type it in and the list will filter in real time, or you can perform a wild card search in the Description field. Find and select the family named “22” which is a 2 normally open, 2 normally closed configuration.

4. Once you select family 22, that device configuration will be displayed. Since you are placing the coil you will see that the contacts that are listed in the configuration are not selectable.



The only possible choice is to select pin numbers A1 and A2 for the coil. Select OK to continue. The Device Usage dialog box will close. Select OK in the device properties dialog box to continue placing the symbol.

5. Enter Master Control Relay for the functional description.

6. Most devices that use families have charts that will display the various “pieces” of the device. These charts will track the positions and uses of the contacts in our case in real time. Since we picked device configuration 22, the device usage chart for that configuration will be displayed.

ANSI-IEEE TUTORIAL CREATING THE HOLD-IN CIRCUIT USING FAMILIES


CREATING THE HOLD-IN CIRCUIT USING FAMILIES

One of the contacts of the MCR relay must be used as a hold-in once the Master Start push button has been depressed.

1. Use the Wire command to draw the hold-in circuit around the Master Start pushbutton.

2. From the Relays category in the Catalog Manager, find and place the CRNO symbol in the hold-in circuit. When the Device Properties dialog box appears, you will notice that the device tag has a “?” appended to the ID. This is a child symbol that needs to be linked a parent symbol within the family. This contact should be linked to the MCR.

3. To link this device use any of the following methods:



1 Simply type in the ID that you want to link to.

2 Use the drop down list to get a list of all device names that have been placed during the current session.

3 Clicking on the button on item three will allow you to manually select the coil symbol on the drawing. When selecting this method, the dialog box will close and you will be prompted to select the desired device.

4 The Search button will allow you to search for the desired devices. Many times related parent/child symbols are not on the current page or you may not remember what the device is called. This button will allow you to search through a list of items currently in the project.

4. Once you use one of these methods to link the child to the parent (they are linked when the installation, location, and device tag are identical), you will be asked which pin numbers you would like to use because you have a choice between two available normally open contacts. Notice that the normally closed contacts are not accessible because we are placing a Normally Open contact.

Select pins 13 and 14



Select OK to continue to the Device Properties dialog box. Select OK in the Device Properties dialog box and the Symbol Text dialog box will appear in case you want to make any changes, but it is correctly populated with Master Control Relay. Make no changes and select OK.

5. The line number position of the location of these pin numbers has been automatically filled in on the cross reference chart. 138 designates that pins 13 and 14 are on page 1 line 38.

If this contact is moved to another line number, this chart will update in real time.

6. In case you needed to change this contact’s position within the device family, zoom in around the Normally Open contact (child) and right click on the pin numbers. From the list select Device Usage Chart.

7. Select a different pin set. You will notice that the cross reference chart has updated automatically with the changes.

ANSI-IEEE TUTORIAL CREATING THE SECOND COLUMN


CREATING THE SECOND COLUMN

To continue with the wires on the second column and to keep the tutorial simple, we will only create a simple jog circuit for the motors. This is not necessarily a safe or practical example but the goal is to show automatic assignment of families by part number and the linking of the three phase contacts.

Placing the Jog Select Switch:

1. Individually draw continuous wires on the right hand side of the drawing as shown below.

2. From Switches, Selector category in the Catalog Manger, find and place the selector switch SS1. Assign part number 800T-H4A.

ANSI-IEEE TUTORIAL CREATING THE SECOND COLUMN


3. When prompted for the symbol text, you will see a blank dialog, until you check the

Show Plain Text checkbox . Then you will see the two values, which can be filled in as shown below.

ANSI-IEEE TUTORIAL PLACING THE MOTOR CONTACTORS


PLACING THE MOTOR CONTACTORS

In the previous example we did not assign a part number to the master control relay so that we could see how to manually assign family configurations and how they worked. In this example – you will see how families can automatically be assigned by the part number.

1. From the Motor Starters and Contactors category in the Catalog Manager and find and place the contactor symbol M on the right hand side of the power rail.

2. Search for a part number and you will notice that there are several to choose from. In the filter section in the top of the dialog box, filter for part number *BOD*, and select the Apply Filter button. This will limit the part numbers to this criterion.

Assign part number 509-BOD. By doing so, the family will automatically be assigned and displayed. This will show you the configuration for the selected part number.



3. You will notice in the above dialog box that since we placed the Contactor (symbol M), the only selectable position is the one having the connections A1 and A2. The other advantage of this dialog box is that it also shows you the other symbols that make up this part number’s configuration that you can place later.

4. Click OK until you are looking at your schematic page.

5. You may have noticed after a family has been assigned that a cross reference symbol appeared to the right of the neutral rail. Even though this chart is linked to symbol M, we are still able to move it independently of symbol M.

a. Change your grid size to 0.125. (as shown on the right)

b. Right click on the graphics for the cross reference symbol and move it so that it resembles the picture below

6. Next, add function text to this motor starter to help us identify which station this item controls:



a. As you may recall from earlier, right click on the graphic of the M symbol and select Symbol Text … Then click on the Add Attribute link located on the upper left quadrant of this dialog.

b. You will now see a list of different attributes that can be added to this symbol. Locate the one labeled Function Text and select it. Click OK.

c. Function text will now appear in the symbol text dialog. Fill in the value with the text: STATION #1. Click OK

d. Place the function text directly above the cross reference chart.

7. Now we will use the Copy command to copy this symbol three times. When we are done we will have a motor starter for each station.

a. If you haven’t done so already, change your grid back to 0.5.

b. Using the copy command select the motor starter and copy the symbol to lines 148, 151 and 154.



c. Using Design > *Wiring >Wire (Continuous) from the pull-down menu, draw wires to connect the motor starters.

8. We need to change the function text so that it reads Station# 1 – Station #4. We already explored the Right Click method earlier in the tutorial. Let use a slight variation to this command this time.

a. From the menu select Design > Edit Components

b. Select all four motor starters.

c. Press Enter or right click to accept your selection.

d. From the resulting menu select Symbol Text …

e. You will notice that the Symbol Text dialog has appeared. To see which symbol the dialog box is referencing, simply move the Symbol Text dialog to the right or left until you can see the symbols that we selected earlier. You can now clearly see which item is currently being edited.

f. The first Item already has the correct symbol text so just click OK.

g. You’ll notice that M148 is now the selected Item. Change the function text to STATION #2 and click OK.

h. Repeat for stations 3 and 4.

ANSI-IEEE TUTORIAL LINKING THE CONTACTS TO THE MOTOR STARTER COIL (LINKING PARENT/CHILD)


LINKING THE CONTACTS TO THE MOTOR STARTER COIL (LINKING PARENT/CHILD)

Now that we have our motor starters placed, we can now link their children to the correct parents.

1. Locate –M1? This component should be located on line 108 in the macro placed earlier.

2. Right-click on it and select Device ID.

3. Earlier in the tutorial we covered a few different ways to link child components to their parents. For this section we will use the Search method. In the Device ID section, locate the Search button and click on it.

4. A list will appear that looks similar to the one below.

ANSI-IEEE TUTORIAL CREATING THE OVER-TRAVEL CONDITIONS


5. From this list double-click on M145. Notice the function text of STATION #1.

a. The Device Usage Chart will appear. Click OK to accept the defaults.

b. You’ll notice that cross reference information now appears under -M145 at line 108 and that the chart is filled in for the parent (coil) on line 145.

6. Repeat step 3 for –M2?, -M3?, M4?, linking them to M148, M151, M154 respectively.

CREATING THE OVER-TRAVEL CONDITIONS

1. Beginning on line 158, add a limit switch for the spindle positive over-travel and its corresponding pilot light.

Device ID LS158 LT158

Catalog Manager Category Switches, Limit Lights, Pilot and Stack

Symbol Name LSNO LT

Part Number 9007C54B2 800T-RS10R

Symbol Text R

ANSI-IEEE TUTORIAL ADDING A “LINE FEED” TO TEXT


2. Add the following function text to the pilot light: STATION #1 POSITIVE OVERTRAVEL (Place it to the right of the Neutral rail)

a. You may have to change your grid settings to 0.125.

b. You may have noticed that the text goes over the drawing border, ignore this for now.

3. Copy the positive over-travel circuit to line 160 and change the function text to read STATION #1 NEGATIVE OVERTRAVEL. Your circuit should now look like the one below.

ADDING A “LINE FEED” TO TEXT

As we noticed earlier, the function text for LT158 and LT160 extends beyond the page border. If this situation occurs, using the ^ symbol (shift-6 on most keyboards) will cause the text to wrap onto the next line.

Changing LT158’s function text

1. Right-click on STATION #1 POSITIVE OVERTRAVEL and select Symbol Text.

2. Locate the line item for Function Text and change the text to read: STATION #1^POSITIVE OVERTRAVEL

3. Click OK and take note of what happened to the text in the drawing.

4. Repeat step 2 for LT160, it should now read STATION #1^NEGATIVE OVERTRAVEL

5. The pilot lights should now look like:

ANSI-IEEE TUTORIAL CREATING A MACRO


CREATING A MACRO

By now you may have noticed that we can drastically speed up our design process by copying parts of or circuits that are very similar. This is also one of the fastest ways of creating the remaining over-travel conditions. However, sometimes it is more convenient (especially if a complete circuit is used very often) to create drawing macros.

1. Select Manage > Create Macro from the pull-down menu.

2. The following dialog will appear:

3. Name the macro: STD_OVERTRAVEL

ANSI-IEEE TUTORIAL PLACING THE MACRO


4. The Base Point is what Bentley promis.e will use as an insertion point when placing the macro. In our case the most logical place is the connection node to the left of LS158 (see image in step 5 below). Click the Pick Point button and select the node to the left of LS158

5. Next we need to pick the items we want to have in the macro. Click the Select Objects button. Going from right to left select the objects in the green box as shown below.

6. It is a good idea to give all macros a detailed description. This will aid you and your users in understanding what the item was intended for, especially when searching the library.

In the Description field, enter: Tutorial, Standard Over-Travel Circuit

7. Click OK and you will receive a message stating: Macro “STD_OVERTRAVEL” was successfully saved.

PLACING THE MACRO

Newly created macros are not assigned to any categories in the Catalog Manager.

1. To find the macro you just created, select Macros from the tree view in the Catalog Manager.

ANSI-IEEE TUTORIAL PLACING THE MACRO


2. On the right hand side, scroll down until you locate STD_OVERTRAVEL

3. Double click your new macro and place it on line 162.

4. You will be prompted for the device IDs. In this example, we want to keep all of the defaults. Click on the Save & Exit button.

5. Place the macro again on lines 166 and 170.

6. When finished, press the <Esc> key or right-click the mouse to cancel placing additional macros.

7. Your schematic should now look like the following diagram:

ANSI-IEEE TUTORIAL CREATING THE SECOND PAGE


CREATING THE SECOND PAGE

To continue designing our tutorial project, we need to create a second page so that we can begin placing our PLC module.

1. If you don’t have the Project Manage open you can access it form the toolbar icon or from Design > Project Manager.

2. In the Project Manager, right-click on the TUTORIAL project and select New Page.

ANSI-IEEE TUTORIAL PROGRAMMABLE CONTROLLER SETTINGS


Dialog Settings: Set the Installation to MAIN ENCLOSURE Set the Location to PANEL Set the Title Block to D-SIZE REV MODERN Set the Page Format to D-1COL Page Descriptions Page Description: PLC INPUT MODULE #1

3. The dialog should look similar to:

4. Click OK to continue.

5. The software will open our new page.

PROGRAMMABLE CONTROLLER SETTINGS

Before placing the PLC on the page, you can decide on the format of the PLC addressing: Hexadecimal, Octal, or Decimal or you can create your own format. Bentley promis.e has the ability to perform automatic I/O addressing and link to your PLC program file or an ASCII output. The way that it links to this file is by address, so the address scheme must be selected. To set the address scheme and link to the program file, do the following:

1. Select Configure > Options from the pull-down menu.

2. In the Project options select to modify this projects PLC settings. You should now see the following dialog:



3. For the tutorial, we will use the Bentley promis.e standard PLC input file: PLC1.xls. This file can be found on your Bentley promis.e CD under the Documentation directory. (if your CD is drive d: then the file can be found at d:\documentation\plc1.xls)

4. Save/copy the file to your desktop

5. In the Bentley promis.e PLC Options dialog, locate the section labeled PLC Import File. Change the file type to Excel File|*.xls

6. Click on the Browse button and browse to your desktop and select the file PLC1.xls

7. This section of the dialog should now look like (replacing <username> with your Windows log in name):



Note It is NOT necessary to have your PLC program already written to place and use PLC’s in Bentley promis.e. This example demonstrates linking to a PLC file; however, when designing the I/O modules first in the schematics, you can export the addresses and PLC function text and import it into your PLC programming software.

8. Now locate the section labeled Addressing. The PLC1.xls file is formatted for 16 bit decimal; please make sure this is selected.

9. By default the Automatic Addressing address toggle is checked. Make sure this is on at this time. Your dialog box should now look like this:

10. Click OK to return to the PLC page.

ANSI-IEEE TUTORIAL PLACING THE PLC MODULE SYMBOL


PLACING THE PLC MODULE SYMBOL

Now that we have configured the PLC settings in Bentley promis.e use the following steps to place the input module on the drawings.

1. Insert the symbol 1746-IA16 and place it on the schematic as shown (Category: I/O Modules > Input Modules)

2. Once you place the symbol, the Device Properties dialog box will come up and you will notice that the family is automatically selected for you. This occurred because this particular symbol had a part number built in.

3. Click OK and then OK once again to bring up the Symbol Text Dialog. Fill in the following values:

Prompt Value

Module: 1

Rack 1

4. Click OK to bring up the I/O Text Definition dialog

ANSI-IEEE TUTORIAL PLACING THE PLC MODULE SYMBOL


5. In the first Address field enter I:001/00

6. Press the <Tab> or <Enter> key.

7. Notice that the remaining addresses are filled in automatically. This was due to checking the Automatic Addressing checkbox in the PLC options settings.

8. Now click the I/O Text button

9. Now the PLC function text will be filled in automatically.

ANSI-IEEE TUTORIAL WIRING THE I/O MODULE


10. Click OK to return to the schematic page.

WIRING THE I/O MODULE

There are three methods in which you can connect wires to the I/O module. For this tutorial, we will only explore one of these methods. This is the “direct connect” method. In this method, wires are directly connected from the I/O module to the devices.

1. Using the continuous wire command draw a wire down the left hand side of the drawing and connect the wires to each I/O point.

Note Uusing the Copy command could save time.

ANSI-IEEE TUTORIAL CONNECTING DEVICES TO THE I/O MODULE


2. The last two connection points are power pins. Change the grid to .25 and draw wires from these points.

CONNECTING DEVICES TO THE I/O MODULE

Using the corresponding category in the Catalog Manager, place the symbols and assign the designated part numbers. Use the following table and graphic as a guide. Using the copy command on repeat symbols will save time.

ANSI-IEEE TUTORIAL TERMINALS


TERMINALS

In the last example, devices were connected to the I/O module using the direct connect method. We need to take into consideration that the wires that connect to these devices run between one or more enclosures. In the next few examples you will learn how to use terminals and cables.

Terminals have different device requirements than any of the devices that we have looked at so far. The Device Tag designation for a terminal is the name of the terminal strip. The Terminal Number is a physical position or terminal designation (depending on your company’s terminal labeling convention). Therefore, all terminals that you want to be part of the same terminal strip should have the same Device Tag, but the terminal number can be different. To demonstrate this, place terminals using the following example:

1. From the Terminals category in the Catalog Manager, select the symbol TB, and place it on the first wire closer to the I/O module.

2. The Device Properties dialog box will appear. Create a new terminal strip called STRIP1 by entering that data into the Device Tag field. Notice that the terminal number is 1. This means that this is the first terminal on STRIP1.

Note All three parts of the Device ID make this terminal strip unique. In other words you can have a STRIP1 in one panel and a STRIP1 in different panel within the same project.

3. Assign part number 1492-CA1.



4. Symbols can be placed using the Multiple Placement option. This means that you can place multiple instances of the symbol on many wires all at once and have the IDs (or terminal numbers in this case) increment automatically.

5. In the Options section of the Device Properties dialog box, select the Multiple Placement checkbox.

6. Select OK, and as you move your mouse you will see a line extend from the terminal symbol. This line is used to designate where these symbols will be placed along the wires. Place the cursor just past the last wire that you want a terminal symbol to appear on:



7. Left-click and the terminals will appear on all wires.



8. To demonstrate that Bentley promis.e is a real time engineering tool, from the Catalog Manager place another TB symbol anywhere on the drawing. Notice that it automatically adjusts to the next available position on the terminal strip, 17.

Change 17 in the Terminal No. field to 1 (which already exists) and select OK.

9. The software knows that terminal number 1 on STRIP1 already exists and automatically alerts you to avoid a duplicate situation.

ANSI-IEEE TUTORIAL GENERATING A GRAPHICAL TERMINAL PLAN


10. This was just an example to demonstrate the real-time capabilities of the software. Select No to duplicate the software and then Cancel placing the symbol.

GENERATING A GRAPHICAL TERMINAL PLAN

Now that we have a terminal strip placed between the I/O module and the I/O devices, you can automatically generate a drawing of the connection information for these terminals. This is called a Graphical Terminal Plan.

1. Select promis.e Output > Run Graphical Plan from the pull-down menu.

2. The Graphical Plan dialog box will appear. Many of these settings are beyond the scope of this tutorial, so only a default plan will be generated. Select STRIP1 in the Select Strip(s) section of the dialog box.



You will see the terminals and their part numbers populate in the terminal(s) section on the right.

3. In the Graphical Plan Template field, you can select from existing variations of terminal plans or you can create your own. Click in this field and it becomes a drop-down selection box.



4. Select ANSI-IEEE Standard Graphical Plan 2 (V). For reference, V=Vertical, H=Horizontal.

5. Select the Place Strip button which will allow you to create a new page for the selected strip. Use the following to enter the page information.

Note Drawing sets are used primarily for page organization. Create a new drawing set called TERMINAL PLAN. This must be entered manually the first time. For any subsequent pages that you would like to go into that drawing set, you should pick this from the drop list.

6. Select OK and the drawing for STRIP1 should be generated.

7. After the drawing is generated, the Graphical Plan dialog box will re-appear. Notice that these terminals have how been “checked off” so they can not be placed again.



8. Close the dialog box and examine the drawing that has been created.

9. Since wire numbers and cables have not yet been introduced in the tutorial, notice that the middle section of the drawing does not contain data. This drawing can be updated later after that information is assigned in the schematic.

Note There are settings in the Project Options that determine which variables are displayed and how the text is configured. This is especially important on more detailed Graphical Terminal Templates. If you make changes to these settings you can globally apply them to the project. Modifying these settings is beyond the scope of this tutorial.

10. On the Graphical Terminal drawing, zoom in around one of the terminals. You can navigate to find the exact terminal in the schematic by right-clicking on the terminal number and select Navigate > Schematic Mode.

ANSI-IEEE TUTORIAL ASSIGNING CABLES


ASSIGNING CABLES

In our example, we want to designate the wires that run from the terminals to the I/O devices as cables. To designate a wire or wires as being part of a cable, a “cable” symbol is placed on the wire(s). A wire that has a cable symbol on it will no longer appear in the Wire List report, and will now be part of the Cable and Field Wire reports.

1. From the Cable category in the Catalog Manager, select the symbol Cable.

2. Place the Cable symbol between the I/O device and the terminal on the first wire.



3. The Device Properties dialog box will appear. Assign the device tag CABLE1. Notice that the Multiple Placement checkbox is automatically selected for cables.

4. Notice that there is a red star next to the Family field. Unlike other symbols that use families, this indicates that a family is required. Remember from an earlier example that you can assign families by part number. Assigning part numbers is the most efficient way of populating data onto symbol attributes and configurations. In this step we will assign the family manually to re-enforce how families work and what they do.

5. Select the browse button in the Family field. A list of families specific to cables will appear. Select family 9431. Its configuration will appear showing you the amount of available conductors and their colors.



6. Select OK to assign this family

7. The Cable Text dialog box will appear. You have 50 user-definable variables that you can use for cables. Enter a length of 25 Ft in the Length field.

8. Because the Multiple Placement checkbox was selected, you will see the same line extend from the cable symbol that you saw when using the multiple placement of terminals. Position the cursor at the bottom just below the last wire.



9. Left-click in the desired position and the cable conductors will appear on all of the wires in the order that they were listed in the family.

Note Sometimes you need to place the conductor colors in a specific order, or not all cable symbols will be shown on the same page in the schematic. In these cases, you would not choose to use the Multiple Placement option and you would place the cable symbol individually each time, matching the device tag to the desired cable and selecting the conductor from the family.

ANSI-IEEE TUTORIAL CREATING A CABLE CROSS REFERENCE DIAGRAM


CREATING A CABLE CROSS REFERENCE DIAGRAM

Not only will these cable connections appear in the Cable and Field Wire List reports, but you can also create a graphical drawing of this cable.

Use the following steps to create the Cable Cross Reference.

1. From the Project Manager, create a new page by right clicking in the drawing list window and selecting New Page.

2. Use the following diagram as a guide to enter the page data. There are two important things to notice on this page. One is that we are creating a new Drawing Set called Cable Diagrams (enter it manually), and the other is that the Initial Mode of this project should be set to Wiring Diagram Mode.



3. Select OK to create the page.

4. From the Cable category in the Catalog Manager, find and place the symbol called 20_CABLESH

5. Place the symbol in the middle of the drawing. In the Device Properties dialog box, match the Device Tag to the cable called CABLE1. By doing so, this cross reference symbol will track the connections for CABLE1.

6. Select OK in the Device Properties dialog box.

7. Select OK to bypass the Symbol Text dialog box as no changes are required.

8. Select OK to bypass the Cable Text dialog box as no changes are required.

9. You should now see the cross reference symbol on the drawing.



10. There is a function within the software to “Update Wiring diagram pages.” This is because there are choices of what information should appear on the drawings. For this example, the default values will be used.

11. Select promis.e Output > Update Wiring Diagrams from the pull-down menu and the following dialog box will appear. Notice that the terminal plan is also in the list because it also can be configured by the projects settings. Select to update only the Cable Cross Reference page.



12. Select OK and your cross reference symbol will be updated with the project default attributes for the connection information.



13. You can change many things about this cross reference symbol such as the color of the text and more importantly, the connection information that is displayed on each end of the cable.

14. Cable Cross references will not be covered any further in this tutorial; however you are encouraged to explore the following settings on your own. To access the wiring diagram settings select Configure > Options from the pull-down menu. In the Bentley promis.e options dialog, see the following:

You will notice that you can build expressions for what information is displayed on each end of the cable.

Note If you explore and make any changes to the settings in this dialog box, you must select promis.e Output > Update Wiring Diagram before your changes will take effect on the drawings.

ANSI-IEEE TUTORIAL CREATING PANEL LAYOUTS


CREATING PANEL LAYOUTS

Now that the schematic is complete, you can create panel layout drawings in Bentley promis.e. Panel Layout drawings can be created by using the Panel Layout Mode of the software.

MODES: “Drawing modes” in Bentley promis.e is a new feature that allows you to keep track of different instances of a symbol based upon the “discipline” in which you are referencing the item. An example of this would be when you use a single solenoid valve. It has one part number that appears in the bill of material one time. However, this item may need to appear in the electrical schematic, the pneumatic diagram, the P&ID loops and panel layout. Once you place an item in its respective mode, it is “checked off” and cannot be placed again in that mode. Therefore at any time, you can change to a different mode and see a list of devices that should be placed in that mode. An item placed in one mode is linked to its counterpart in all other modes. Modes can only be used when part numbers are assigned.

For organization in this tutorial we are creating schematics, cable diagrams and a panel layout on separate pages. It should be noted that this is not a requirement. Any “Mode” can be used on any page.

Creating the Panel Layout Page

1. In the Project Manager, right click on our Tutorial Project and select New Page.

Change the Drawing Set by typing in Panel Layouts Change the Installation to MAIN ENCLOSURE Change the Location to Panel Change the Initial Mode to Panel Layout Mode Change the Title Block to D-SIZE REV MODERN Change the Page Format to D-0COL Change the Scale Factor to 4 Add the Description Back Plane Layout

Initial Mode - Select the drawing mode that the software will default to when the page is opened. You can change the drawing mode later if necessary, i.e., you can have more than one type of drawing on a page.

Scale Factor - This field specifies the drawing scale to be used for the page being defined. Scales other than 1 are mainly used for panel layout drawings so that symbols can be placed at full size.

Your New Page dialog should now resemble the following:

ANSI-IEEE TUTORIAL CREATING PANEL LAYOUTS


2. Click OK to create the new page.

3. Once created double-click it in the Project Manager to open it in the drawing window.

4. Now that the page is created, select an enclosure. From the Enclosures category in the Catalog Manager, find and place symbol L-E483810. When prompted for an insertion point, you can click on the desired position with your mouse or alternately you can type in the coordinates at the command line (43, 76) and then press the <Enter> key.

5. You should now see the Device Properties dialog box. Assign part number A48SA3810LP and click OK to continue.

ANSI-IEEE TUTORIAL PLACING LAYOUT COMPONENTS


6. Zoom in around the sub-panel and continue to the next section to begin placing parts.

PLACING LAYOUT COMPONENTS

1. Confirm that you are in Panel Layout Mode by locating the Mode drop down box at the bottom of your screen in the AutoCAD version, or on the page management tool bar in the MicroStation version.

2. To access the list of parts for the panel layout mode select Design > *Insert Symbol > Insert Symbol By Device ID from the pull-down menu or select the following toolbar button:

3. The following dialog will appear:



4. It is important to understand how the filters work when searching for devices to place in your drawing:



5. When an item is picked from the list of devices and placed on the drawing, it is removed from the list because it has now been placed. However, some users would still like to see the list of devices that still need to be placed, and items that have already been placed. In the Display section of the dialog box, you can set this toggle according to your needs.

6. The second checkbox in the above dialog will filter the pick list so that only components that have a part number assigned to them are displayed. In this tutorial, if you check this checkbox, you will notice that the list gets slightly smaller.

7. The following is an overview of the pick list window:



Item 1: This shows the complete device ID of your devices.

Item 2: This show us if there is a layout symbol defined for this device (part number) in the parts database.

Item 3: Allows us to place parts with more then one part number either as a group or as individual components.

8. To place a device from the list, find the contactor M145. Double-click the item and it will appear at your cursor.

9. Place this symbol in a suitable area on the back plate. Accept the default symbol text options.



After placing the symbol, select Design > *Insert Symbol > Insert Symbol By Device ID again to bring back the selection menu.

10. To place the remaining three Motor Starters (M148, M151, M154), select all three by clicking on them while holding either the <Ctrl> or <Shift> standard Windows selection method. Once all three items are selected in the list, select the Place Symbol button in the lower right hand corner.

1. Next we will place down a device that does not have a layout symbol defined.

This time use the toolbar button to bring up the Insert Symbol By Device ID dialog.

Notice to the left of the Installation column a now appears next to the motor starters. This indicates that these items have already been placed.

Locate under the display area of the dialog and uncheck it. Notice the motor starters are removed from the pick list. This helps you quickly locate items that have NOT been placed.



Now toggle it back on.

Now locate the item DS102. Notice this device does not have a symbol associated with it. Bentley promis.e will use the dimensions for this part number from the parts database to create a foot print of the device.

Double click DS102 and place it at (68.5, 54). Note that if you know the coordinates you wish to use, you can type them in.

You may have to use the Move command to move your motor starters a few inches.

Note If a device does not have a layout symbol or dimensions defined for it, Bentley promis.e will prompt you for the dimensions.

Placing Devices with More Than One Part Number

1. What happens if we need to place devices that have more than one part number assigned and we must show all Items on our layout?

Bring up the Place Symbol By Device ID dialog.

Locate Item FU113, Notice in the Multiple symbol column there is a checkbox.

This checkbox indicates that there is more than one part number available for this symbol. Select this checkbox.

The following information will appear near the bottom of this dialog.



This tells us that there are four part numbers assigned to this symbol.

In general, when placing symbols with the Insert Symbol dialog it is possible to select and place more than one symbol at a time. We will use this method to place all the symbols for this fuse.

First click on L-ABPDG060. Now, while holding down the <Shift> key, click on the last part number. This will select all the part numbers.

Once this is done, click on the Place Symbol(s) button.

You will now be prompted to place these items one at a time.



2. On your own, place some of the other devices onto your panel.

Placing the Terminals

1. In the Place Symbol by Device ID dialog locate and select the Terminal/Plug radio button under Filter Devices and select it. Once this is done, click the Search button.

Notice that the list is sorted by Terminal # by default. Click on the

column heading to sort by tag name (the indicates that this is the sorting column and indicates the direction of the sorting.)

Click on Strip1, Terminal 1 and while holding down the <Shift> key, click on Strip1, Terminal 16.

2. In order to take maximum advantage of the group place option in Bentley promis.e,

Locate the link on the lower left of the dialog.

The Group Settings dialog will appear. This symbol was designed to be placed from

left to right so, for Placement and Orientation select .

For spacing make sure Use X, Y from Parts Database is selected and then enter 100 for Maximum in a line.



Click OK, to return to the Insert Symbol(s) dialog and then click Place Symbol(s) to place these symbols.

Click somewhere on your panel layout. Your terminal strip should appear in the layout drawing.

If necessary, you can use the Rotate command to rotate this strip.

ANSI-IEEE TUTORIAL WIRE LINKS


WIRE LINKS

In Bentley promis.e, no two wires can share the same wire number without being logically linked together. This is achieved through the use of wire links. Its purpose is twofold: One use is that Bentley promis.e will automatically number wires that are linked together with the same wire number. A second use is that Bentley promis.e will automatically assign the page and line number reference to the signal so you can keep track of where the signal flows in the project. If a page is renumbered or the signal has moved, the cross reference will automatically be updated, saving valuable time and eliminating human mistakes that could occur if this was done manually.

In our project, page Electrical-1 has hot and common wires coming from the transformer in the first column and extending to the second column. In order to maintain the potential of the wire we must use wire links. This will provide us with both of the benefits listed above.

1. Open the page Electrical – 1

You can use the Project Manager or the page next/page previous buttons to achieve this.

2. From the pull-down menu, select Design > Insert Wire link. Alternatively, you

could click from the wiring toolbar



3. The Insert Symbol dialog will appear. You may notice that there are many different wire link symbols to choose from. For the purpose of this tutorial we will limit our list to the arrow symbols.

You may recall that you can filter this list by a description. To do the type part of a description into the Description field.

Type arrow in the description field

4. The names of these symbols describe the orientation of the arrow and the location of the cross reference text.

For example WLINK-L-AR

WLINK Tells us the type of symbol

L Tells us the cross reference text will appear to the left of the symbol

AR Tells us it is an Arrow pointing Right.

5. For Line 140 of our project, it makes sense for us to use the wire link symbol WLINK-B-AD.

Select this symbol from the list and place it on the 120V Hot .



6. The Wire Link ID dialog should appear. There are two sections of interest related to this dialog.

Wire Link ID – All Wire links consist of four parts to describe it, An Installation, a Location, a Wire Link Tag and a Link Index.

By default the Installation and Location are the same as the page’s (or field’s) Installation and Location.

Link Index in combination with the Wire Link ID will determine the order in which the wire links will be connected. By default the first pair will get the Link Index of 1, the second pair will get the Link Index of 2, and so on. More information on Link Index is available in the User Guide and is outside the scope of this tutorial.

Settings – This section contains some additional features that are outside the scope of this tutorial. However, please make sure Link Type is set to Pair.

7. Change Wire Link Tag to HOT (we could have used any name here) and set the Link Index to 1 then click OK.

8. Next, let’s link this wire to the wire on line 141.

Click on to display the Insert Symbol(s) dialog

Select the symbol WLINK-T-AD and place it on the hot side of line 141



The Wire Link ID dialog will appear.

By default the software will fill in the previous Wire Link Tag in the Wire Link Tag drop down box. Also, it will keep track of how many wire links have been placed with this Wire Link ID and will adjust to display the correct Link Index. Currently it should read HOT with a Link Index of 1 (if it does not please change it to HOT and 1). This is correct and we can simply click OK. Notice how the software automatically displays the cross referencing information, in this case line 140

You can change the way this displays in the Options dialog. Please see wire links in the system manual for more information.

9. Repeat step 8 for the return side, using RET as the Wire Link Tag and use 1 for the Index number.

10. Verify that you can navigate from Wire Link to Wire Link.

Simply right click on the wire link and select Navigate.



Linking to Page Electrical-1

Now that we have inserted wire links to link the two columns together,

we can investigate how to link page Electrical - 1 HOT and RET to page electrical - 2.



1. Linking the HOT wire to page 2

Click on to display the Insert Symbol(s) dialog.

Locate the symbol WLINK-B-AD and click the Place Symbols(s) button.

Place this on the bottom of the HOT wire.

When the Wire Link ID dialog is displayed, make sure it has the following information.

Then click OK. The Wire Link should now look like:



Now use the Project Manager to open page Electrical-2, or you can simply click the

Next Page button .

Locate the wire on the top of page electrical-2 (near line 200). This is where we want to link.

Click on to display the Insert Symbol(s ) dialog.

Place the symbol WLINK-T-AD on the top of the hot wire.

When the Wire Link ID dialog is displayed, make sure it has the following information.

Notice the cross reference text has automatically linked with page Electrical -1 and updated accordingly.



2. Right click on the cross reference text and select Navigate to return to page Electrical-1.

3. Now repeat step 2 for the RET side.

For the bottom of page Electrical-1 use the symbol WLINK-B-AD

For the bottom of page Electrical-2 use the symbol WLINK-R-AL

For both wire link symbols, use the following information:

Verify that they linked together correctly by navigating between the pair.

ANSI-IEEE TUTORIAL WIRE NUMBERING


WIRE NUMBERING

Bentley promis.e allows you to number the wires in your project using two methods: automatic and manual wire numbering. (Automatic wire numbering is not available in the LT Version, however you can manually assign wire numbers.) It is good design practice to have all necessary wire links completed before assigning automatic wire numbers so the wire number will carry through to all of the wires that are electrically connected across the project.

Manually assigning the L1, L2, L3 wire numbers

1. For this activity you will need to open page Electrial-1.

2. To manually assign a wire number, right click on the wire from page 1 shown below and select the Assign Wire Number function from the popup menu. (If the wire already has a wire number, you will see a Modify Wire Number function instead.)

3. The Assign Wire Number dialog will appear.



4. As you can see, there are many fields available for entering data. For the purpose of this tutorial we will be working with only a few of these fields (for additional information please refer to the User Guide). Any data entered into any of these fields will be available for use during report generation.

5. Currently, the project options are set to allow us to use installation and location in naming the wire numbers. Be aware that this is a project setting and it can be set to only use the Tag when naming wire numbers. The settings you use will depend on how your company uses wire numbers (for additional information please refer to the User Guide).

6. For this example, leave the defaults for Installation and Location then change the TAG to read “L1”.

7. Let’s assign some properties to our wire. These values can be displayed on the drawing or used in reports.



Change Gauge to 10 Change Color to BLK

8. The dialog should now resemble the following:

9. Click OK to place the wire number.

10. Repeat for L2 and L3. Notice that Bentley promis.e anticipates what the next wire number is going to be.

Notice that it retains the properties information from the previously placed wire.



11. Bentley promis.e provides us with an easy to use Wire Number Alignment Tool.

You may have noticed that L1, L2 and L3 did not align. This happens because the software places the wire number at the mid-point of a wire segment.

To align L1, L2 and L3 click on Design > *Wire Numbering >Align Wire

Numbers alternatively you can click on the align wire number toolbar button.

Select the wire segments containing the numbers you wish to align (there are some rules for this; refer to the User Guide to more information).



Right click to accept the selection

Notice the command line (Select Lineup Point:)

Click near line 107

The wire numbers should now be aligned.

ANSI-IEEE TUTORIAL USING THE AUTOMATIC WIRE NUMBERING TOOL


USING THE AUTOMATIC WIRE NUMBERING TOOL

Bentley promis.e can also automatically assign wire numbers to a user selected group of wires, a user selected group of pages, or an entire project.

This powerful feature also has the capability of only numbering wires with a specific “use” (for additional information please refer to the User Guide).

1. Start Automatic Wire Numbering from the pull-down menu Design > *Wire

Numbering >Automatic Wire Number or by clicking .

2. For the purpose of this tutorial we will leave all of the default settings.

We will, however, add a gauge and a color.

Change the gauge to 14 Change the Color to RED

ANSI-IEEE TUTORIAL USING THE AUTOMATIC WIRE NUMBERING TOOL


3. Click OK to assign wire numbers throughout this project.

4. Notice how Bentley promis.e keeps the wire numbers through the wire links.

This concludes the Bentley promis.e V8i tutorial.

For additional information please refer to your Bentley promis.e User Guide. Bentley promis.e training classes are also available. Visit us on the web at www.bentley.com.

promis*e ansi ieee tutorial

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