Introduction to INtools 5.3 Intergraph Sample notes

Background -INtools? Becoming a defacto industry standard (as recent as 2002, Intergraph claimed 75% market share) Classified as a BSAP in 2002.

What is INtools? An “instrumentation design and engineering software suite” Modules for instrument index, specifications, process data, wiring, loop drawings, and hook-ups Runs on Oracle and Microsoft Windows family of operating systems.

Terminology INtools vs Bechtel Hook-up Specifications Instrument type Instrument type description Item Item List Installation detail drawing Instrument data sheets Alpha portion of tag Instrument Type Stock code Stock code library

Domain - Plant – Area - Unit INtools is setup using a Domain, Plant, Area and Unit scheme Used to logically segregate data Domain = Project or Operating Company Plant = Plant name or location Area and Unit = Process system or physical entity

Domain - Plant – Area – Unit Selection

Summary of INtools Modules Index Browser Wiring Loop Drawings Hook-ups Specifications Process Data Spec Binder Calculation

Instrument Index Window Adds a new tag Edits the properties of a tag Duplicates a tag Creates a new loop Edits a loop Duplicates loop Renames a loop Opens the Browse Window An Intools instrument index window appears on selecting instrument index module of Intools At the bottom of the screen several icons are provided and their functions are New Tag : Adds a new tag to the current domain Edit Tag : Edits the properties of a tag number selected in the Enter Tag dialog box. Duplicate Tag : Duplicates a tag selected in the Enter Tag dialog box. New Loop : Creates a new loop by duplicating the properties of an existing loop Rename Loop : Renames a loop number. Browse : Opens the Browse window. A typical INtools instrument index window appears on selecting instrument index module

Instrument Index Features Produces instrument index Single record editor Multi-record editor Instrument profiles Rename Tag or Loop Duplicate/Copy Tag or Loop

Instrument Types

Creating tags … Contd. Enter the tag number and Click OK The New Tag No. dialog box opens. Assign the Level Transmitter LT 130 tag number and press OK Another dialog box I.e. Select Instrument Type for LT 130 opens. Instrument type for the Process Function Level can be of several type. In this case select D/P type Level transmitter and click OK Select instrument type … Contd.

Spec Sheet Features Instrument data sheets Primarily single tag. A Format is configured for multi-tag. Data can be exchanged w/vendors using External Editor Minor customization of datasheet form from within INtools, i.e. Width, Text Labels, Re-arrangement Major customization requires InfoMaker, i.e. new fields, new look and feel, etc.

Typical Data Sheet (top)

Typical Data Sheet (bottom)

Multi-Item Spec Sheet Forms

Wiring Module Features Highly graphical Uses drag and drop Has 4 “managers” Default Panel-typical panels Panel – actual panels Default Cable - cable code Cable - actual cables Marshalling Panel cross wiring Anything with a terminal is considered a panel Propagates instrument tag as the wire tag Naming convention for both cables and panels Cable reports Termination / box reports No raceways

Panel and Cable Managers

INtools SETROUTE SETROUTE Interface Loops Wiring Equipment/Tags Cables Terminations

Loop Drawings – Enhanced Smart Loop Uses the Smart Sketch engine Highly customizable Auto-generated using wiring data from the Wiring Module Initial layout is automatic. Need to “fix” and save as a “template” Only tags with wiring are shown on the loop. All other tags are shown as a reference only. Uses macros for data retrieval Can not add new macros

Hook-up Module Generates instrument installation detail drawings Supports any number of hook-up types. Bechtel standard drawing types supports only 5: pneumatic, process connection, support, electrical connection and heat trace plus a Miscellaneous Uses a template method for drawing generation Hook-up items = Bechtel stock codes

Hook-up Manager

Hook-up Module Has a BOM Calculation sub-module. i.e. MTOs MTO results can not be saved electronically and is not used for INtools to BPS bulk data exchange BOM calcs only for details with assigned tags Non-tagged based bulks manually tracked against “virtual” location plan detail drawings There is no bulk material requisition capability Item List Library = Stock Code Library

Browser Provides additional browsers/views to augment standard module browse/edit screens for all modules Supports cross module browers with valid data relationship

Process Data Entered against process lines and instruments assigned to a line “inherit” the line’s process data Entered against specific instruments Process datasheets can be issued to process via External editor

Calculation Four overall types Flow meters, control valve, relief valve and thermowells General position/recommendation is not to use Intergraph unwilling to certify Bechtel would have to certify each new INtools version Control valve and relief valve need to account for vendor specific charactistics. Best to use vendor calculations. Flowel is certified. Flow meter would require certifying 150 different calcs If required by client, project to validate calcs used