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SmartPlant Instrumentation Release Bulletin (v2016 SP1)

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English
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Intergraph Smart Instrumentation
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SmartPlant Foundation / SDx Version
Smart Instrumentation Version
2016 SP1 (11.0.1)

Calibration

Fluke

Improvements have been made to the Calibration module that allows the Fluke calibrator and SmartPlant Instrumentation to function better together. The Calibration module now supports square root calibration tasks, both download and upload from the Fluke calibrator.

When setting the calibration type for a square root, the expected values and calibration points are calculated according to the following rules:

  • When the Fluke calibrator is connected to the Calibration module, the Fluke calibrator linearizes the number of points based on a linear distribution of the output range. That is, a five point calibration 0-100 inH2O and a 4-20 mA flow transmitter will result in the expected values of 4, 8, 12, 16, and 20 mA.

  • When the Calibration module is not connected to the Fluke calibrator (manual data entry), SmartPlant Instrumentation determines the expected output based on a linear distribution of the input range, that is:0, 25, 50, 75, and 100 inH2O.

    In both of the above cases, the transfer function is the same.

Another change that was made is to align the calculation below >1% of input with the Fluke’s, when working with square root calculations. Due to the high slope at the range >1% of input, the Fluke calibrator linearizes the transfer function. The following diagram shows an example of the expected output for a 4-20 mA transmitter as 1% of input in the range of 0-25%. At 1% input the output is 10%.

The Calibration module has aligned this strategy with the Fluke calibrator so that the same expected results are displayed in SmartPlant Instrumentation.

The Standard calibration forms and the special Fluke calibration forms (d_ff_default_fluke_result.psr and d_ff_default_fluke_settings.psr) have been modified to incorporate these changes. You must restore and regenerate these forms before using this new functionality.

A further addition to the functionality of the Calibration module/Fluke interface is when working with square root calculations and setting the source mode to manual. When performing the calibration, the Fluke calibrator prompts % of output for the source value. This is standard Fluke behavior. SmartPlant Instrumentation has aligned the task’s parameters for this case when downloading the task to the Fluke calibrator. However, when uploading such results, SmartPlant Instrumentation translates these values back to engineering values using the Ranges fields from the calibration settings. This results in different values being displayed between the Fluke and SmartPlant Instrumentation, however the errors are the same.

Also SmartPlant Instrumentation now supports the following units of measure:

  • mmH2O

  • mBar

  • mV

Custom Defined Tables and Fields

A new, updated Custom Defined Tables and Fields Editor has been added to the Administration module. The new Graphic User Interface, allows you to define your own custom tables, select lists, and fields for you specific needs. These customizations are added at the Domain level so that the same table or field can be used in all of the domains plants, eliminating the need to create the same custom table or field for each plant. You can then use your customizations in the EDE and Query Builder. It is now possible to map and publish UDFs and UDTs to SmartPlant Foundation and other applications for use in an integrated environment.

Domain Explorer - Drawing Folder

A new sub-folder, Panel Strip Diagrams, has been added to the Drawings folder in the Domain Explorer at the plant level. This folder contains panel strip diagrams with adjacent connections for the selected plant, which have a name and have been generated in SmartPlant Instrumentation. Also if you are viewing the panel strip diagrams in the Drawings folder of the plant you are logged into, you can use a shortcut menu (right-click) to generate any of the panel strip diagrams in the folder.

This functionality is also now available for diagrams in the Multi-Terminal Strip Diagrams folder.

Engineering Data Editor (EDE)

Engineering Data Editor (EDE) is a powerful tool that provides you with a wide-angle view of your engineering data and allows you browse through and modify the data from a single location in SmartPlant Instrumentation.

Prior to the EDE, SmartPlant Instrumentation used a series of Browsers to provide a wide-angle view of the instrument index, process data, wiring data, and so forth, this allowed you to browse and modify the data from a single location. You could modify how your browser displayed this information by changing the view parameters or creating a filter. For a more complex modification you would have to create a new browser definition using external software. This required a knowledge of SmartPlant Instrumentation's database structure.

The EDE is designed to simplify this process, using an intuitive graphic user interface you can create EDE Views without any prior knowledge of the database structure or SQL statements. The EDE graphic user interface uses the engineering data from the software based on EDE View Types which you create according to your engineering needs.

EDE Views enable you to copy and paste data, sort, filter, and group the data. Also, you can search through your data to see the specific data necessary for what you need.

You can perform additional actions to modify the way your data is presented in the EDE View. This includes adding more attributes to the EDE View, printing reports, comparing EDEs, and direct access to the Query Builder functionality.

Browser views upgraded from previous versions to SmartPlant Instrumentation 2016 are converted automatically to EDEs when opened for the first time, and can be found in the EDE Explorer. A double click on the EDE converts and opens the EDE in the EDE window.

The I/O Card and I/O Terminal browsers have not been converted to EDEs because their definitions have been changed to improve the quality of their results. These browsers have been replaced by four queries (found in the Query Builder folder), they are;

  • Wiring - IO Card List - Detailed Query

  • Wiring - IO Card List Query

  • Wiring - IO Termination List - Detailed Query

  • Wiring - IO Termination List Query

Find Dialog box

A New Find Dialog box has been developed for the following modules: Specifications, Process Data, Calculations, Instrument Index, and Calibration. Clicking the Find button to select items opens a new dialog box that presents your search results in a grid view. You can drag and reposition the columns. In addition, each column header has a new filter icon, which allows you to filter the data by using distinct criteria or by using data values.

Within the framework of the new Find dialog box the Document Selection Wizard has been replaced with the Document Selection window for selecting document types for publication in an integrated environment. The new improved functionality and GUI makes the selection of individual documents or multiple documents simpler. Using the default query Documents for Publish, the new window displays in a grid all the publishable documents that contain a revision, found in SmartPlant Instrumentation.

In addition you can create your own query for displaying documents or use EDEs. This allows you to create a custom document selection with specific data.

We recommend using the Documents for Publish query supplied with the software, this is because a custom query could contain documents that are not publishable for a number of reasons. These reasons are:

  • The Find query/EDE item is access denied.

  • The item for publishing is not associated to a Plant, Area, or Unit.

  • When the query/EDE item type is not appropriate for the selected Publish Document Type. For example, when trying to publish a query containing item type: Controller to a Publish Document Type of Instrument Index.

Fisher Interface

The Fisher Interface is an out-of-the-box solution for the easy export of SmartPlant Instrumentation control valve specification data as a .csv file to Fisher, and the reimporting of the .xls file with the combined SmartPlant Instrumentation and Fisher data (full specification and dimensional data for piping (DDP)) to SmartPlant Instrumentation.

Import Off-Site Project

In the Project Activities dialog box (in the Administration Module), the Import command used for importing off-site projects is temporarily disabled. It will be reinstated in a later version of the software.

Integration

  • To Do List

    Changes have been made to the underlying software of the To Do List to improve performance and reduce the number of tasks displayed. For example, in previous versions a Create task for a new instrument would also involve the creation of a Create Relationship task between the instrument and the loop, two tasks for one action. With the improvements in the software just the Create instrument task is displayed in the To Do List, while the relationship to the loop is now a property of the instrument. This makes the To Do List less cluttered, simpler to use, and faster.

    In addition, the appearance (GUI) of the To Do List has been improved to give a clearer, cleaner appearance. These changes include tabular views for the Document List and each Document Type, different views that can be applied to each Document Type tab, the ability to filter, sort, and group the data in numerous ways, new brighter, cleaner graphics, and more, all to improve your user experience.

    Also users of the new To Do List are able from the SmartPlant P&ID tab, to view the retrieved P&ID drawing directly from the To Do List.

It is not possible to upgrade the To Do List from earlier versions of SmartPlant Instrumentation to SmartPlant Instrumentation version 2016. To upgrade to SmartPlant Instrumentation 2016 we recommend you do the following:

  1. Run all outstanding tasks.

  2. Delete the To Do List.

  3. Upgrade to SmartPlant Instrumentation 2016.

  4. Retrieve your documents.

  5. Open the To Do List.

Change to Task Names in the To Do List

In SmartPlant 2013 tasks are displayed using the sub-item category, for example Create Soft Tag, or Create I/O Card. In SmartPlant 2016 this has been simplified to the main category, for example Create Soft Tag becomes Create Instrument and Create I/O Card is now displayed as Create Wiring Equipment. To view the sub-item categories, open the task properties, the header now contains the sub-item category. This change applies to all task types.

The following table displays the Create task names as they appeared in SmartPlant Instrumentation 2013 and as they now appear in SmartPlant Instrumentation 2016.

SmartPlant Instrumentation 2013

SmartPlant Instrumentation 2016

Create Soft Tag

Create Instrument

Create Hart Device

Create Instrument

Create Fieldbus Device

Create Instrument

Create Electrical Signal tag

Create Instrument

Create I/O Card

Create Wiring Equipment

Create Instrument Parameters

Create CS Tag

Create Cabinet

Create Panel

  • Publishing from Projects (As-Built)

    SmartPlant Instrumentation now supports publishing from projects. To publish from projects SmartPlant Instrumentation must be registered to SmartPlant Foundation 2016 or later.

  • Publishing Document Properties

    It is now possible to publish from SmartPlant Instrumentation to SmartPlant Foundation all available document properties. In previous versions of the software only certain document properties were published out-of-the-box to SmartPlant Foundation. Now it is possible to publish any and all document properties to SmartPlant Foundation by creating a custom schema and mapping the properties to SmartPlant Instrumentation. These properties are mapped to the Documents section of every published document .xml data file. For more information on Schema Mapping, see Working with SmartPlant Integration > Schema Mapping in the SmartPlant Instrumentation on-line help.

  • Publishing Graphic Views

    Publishing graphic views is based on the EDE layout you select to publish and not on a default browser view. In previous versions of the software, when publishing a graphic view in an integrated environment the published document was based on a default view based on the default browser, irrespective of the actual view. Now the published graphic view is controlled by the EDE view from where the document is published.

  • User Defined Tables and Fields

    It is now possible to map and publish UDFs and UDTs to SmartPlant Foundation and other applications for use in an integrated environment.

Owner/Operator Mode/Project Management

Major changes have been made to the As-Built/Projects module of SmartPlant Instrumentation, including:

  • The limitation of multi-user operations has been removed. There is now no need for all users to log out of a project before merging.

  • Improved performance when claiming or merging items.

  • All the Claim and Merge operations can now be performed within SmartPlant Instrumentation instead of the Administration module. Also, ability to get all SmartPlant Instrumentation services as reports.

  • A new Project To Do List has been incorporated into the As-Built/Project module replacing the Claim and Merge buffers with a friendly user interface. The Project To Do List incorporates many of the same features found in the Integration module: The Project To Do List is now divided into three sections:

    • Grid View — includes two tabs: the Buffer and the Delete Items.

    • Tree view — displays a hierarchical view, similar to the Domain Explorer.

Wiring Diagram — provides a graphical representation of the Loops, Instruments, Terminals, and Wiring in the Project To Do List.

  • Improved presentation of the scoped data allows for easier comparisons between the scoped items and the target project. With the new status icons you can easily see which items are new, already exist, active, and inactive.

  • Improved robustness of the supported workflows.

  • Wire terminal disconnection now automatically disassociates any related items in the As-Built/Project.

  • A new command, Release Claim, allows you to release items that are no longer needed in a project, or were claimed accidentally to a project. Once released, the items are displayed in the project as inactive. The Release Claim command is enabled when you are logged into a project, or when you are logged into the Project To Do ListHistory.

Process Data Editor

The Process Data Editor is now included with the setup installation media under Additional Software.

Query Builder

Prior to the Query Builder, SmartPlant Instrumentation used a series of Browsers to provide a wide-angle view of the SmartPlant Instrumentation data and allowed you to browse and modify the data from a single location. You could modify how your browser displayed this information by changing the view parameters or creating a filter. For a more complex modification you would have to create a new browser definition using external software. This required a knowledge of SmartPlant Instrumentation's database structure, the relationships between the different tables in the database, and how to write SQL statements to create the definition.

The Query Builder is designed to simplify this process, using an intuitive graphic user interface you can create definitions that are displayed in the Engineering Data Editor (EDE) without any prior knowledge of the database structure or SQL statements. The Query Builder’s graphic user interface uses the engineering data from the software based on Item Types, their Attributes, and Relationships. After selecting the required item types, attributes, and relationships and reviewing the query preview, the Query Builder saves this information in the Reference Explorer until you open the query in the EDE where it displays the results.

Browsers to Queries

Most of the old shipped browsers are now shipped as queries and can be found in the Queries > Query Builder folder, ready for you to open in the Query Builder and customize or to generate directly to the EDE. The exceptions to this are the I/O Card browser and the I/O Terminal browser. These two browsers have not been converted to queries. This is because their definitions have been changed to improve the quality of their results. These browsers have been replaced by four queries, they are;

  • Wiring - IO Card List - Detailed Query

  • Wiring - IO Card List Query

  • Wiring - IO Termination List - Detailed Query

  • Wiring - IO Termination List Query

Read Me Documentation

It is now possible to read the software Readme documentation from the installation media, without first having to install any software.

SQL Editor

The SQL Editor has been designed to work hand in hand with the Query Builder and yet allow you the freedom to write queries using Microsoft SQL query language.

The SQL Editor can be used to write SQL queries, import existing SQL queries and PSR queries into SmartPlant Instrumentation, and then convert them into the Query Builder format (QBF). Once they have been converted to work with Query Builder you can use the Query Builder functionality to enhance your query and create EDEs for use in retrieving data from SmartPlant Instrumentation. You can also export SQL queries as SQL files that can be used in other applications.

The SQL query can also be converted directly to a read only EDE, without first converting to a QBF file. This read only file can be revised, used to produce reports and be printed.