HVAC

User's Guide
Version 2016 HF (11.0)
March 2018
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HVAC User's Guide 2

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HVAC User's Guide 3

Contents
Preface ................................................................................................................................................... 8

What's New in HVAC .............................................................................................................................. 9

HVAC .................................................................................................................................................... 10
Select objects .................................................................................................................................. 14
Apply a filter .............................................................................................................................. 15
Duct Features .................................................................................................................................. 15
HVAC in the Integrated Environment................................................................................................ 22
Correlate HVAC Model Objects with Design Basis Objects ........................................................ 22
Compare Design Basis with the Model....................................................................................... 23
Remove correlation with design basis ........................................................................................ 24

Route Duct ........................................................................................................................................... 25

Create a new duct run in free space ................................................................................................. 34
Route a duct from a transition end ................................................................................................... 34
Route a duct from an existing end feature ........................................................................................ 35
Assign this duct run to another existing duct run ........................................................................ 35
Route a new duct run from the end feature ................................................................................ 35
Route a new duct from a nozzle or end ............................................................................................ 35
Route a duct into a component or nozzle ......................................................................................... 36
Route a duct into the end of an existing duct .................................................................................... 36
Route a duct into an existing duct to create a branch ....................................................................... 36
Create a branch from an existing duct .............................................................................................. 36
Delete a feature ............................................................................................................................... 37
Modify a feature ............................................................................................................................... 37
Modify a straight feature .................................................................................................................. 37
Modify a turn feature ........................................................................................................................ 37
Modify an end feature ...................................................................................................................... 38
Modify a branch feature ................................................................................................................... 38
Modify a set of features.................................................................................................................... 38
Move a branch along the header ...................................................................................................... 39
Choose a working plane .................................................................................................................. 40
Edit duct run properties .................................................................................................................... 41
Change the flow direction of a duct run ............................................................................................ 41
Edit cross section properties ............................................................................................................ 42
Edit multiple cross section dimensions ............................................................................................. 42
New Duct Run Properties Dialog Box ............................................................................................... 42
General Tab (New Duct Run Properties Dialog Box) .................................................................. 43
Select Insulation Material Dialog Box ......................................................................................... 44

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Route Selection Commands ................................................................................................................ 46

Insert Split ............................................................................................................................................ 47

Insert a single split ........................................................................................................................... 49
Insert multiple splits ......................................................................................................................... 50
Modify a split feature ........................................................................................................................ 50
Edit split properties .......................................................................................................................... 50
Duct Split Feature Properties Dialog Box ......................................................................................... 50
General Tab (Duct Split Feature Properties Dialog Box)............................................................. 51

Insert Transition................................................................................................................................... 52
Insert a transition feature ................................................................................................................. 56
Modify a transition feature ................................................................................................................ 56
Edit transition properties .................................................................................................................. 57
Duct Transition Feature Properties Dialog Box ................................................................................. 57
General Tab (Duct Transition Feature Properties Dialog Box) .................................................... 57

Insert Inline Component ...................................................................................................................... 59

Insert an inline component ............................................................................................................... 61
Modify an inline component feature .................................................................................................. 61
Edit component properties ............................................................................................................... 62
Modify component weight attributes ................................................................................................. 62
Insert Component Properties Dialog Box.......................................................................................... 62
General Tab (Insert Component Properties Dialog Box) ............................................................. 62

Insert Surface Mount Component ....................................................................................................... 64

Insert a surface-mounted component ............................................................................................... 66
Modify a surface-mounted component ............................................................................................. 66
Insert Surface Mount Component Properties Dialog Box .................................................................. 66
General Tab (Insert Surface Mount Component Properties Dialog Box) ..................................... 67
Placement Tab (Insert Surface Mount Component Properties Dialog Box) ................................. 67

Generate Spools .................................................................................................................................. 68

Using Duct Spools ........................................................................................................................... 68
Duct Spool Generation Dialog Box ................................................................................................... 70
Spooling Tab (Duct Spool Generation Dialog Box) ..................................................................... 70
Options Tab (Duct Spool Generation Dialog Box) ...................................................................... 70
Log Tab (Duct Spool Generation Dialog Box)............................................................................. 71
Create a duct spool.......................................................................................................................... 71
Delete a duct spool .......................................................................................................................... 72
Edit duct spool properties................................................................................................................. 72
Duct Spool Properties Dialog Box .................................................................................................... 72
Occurrence Tab (Duct Spool Properties Dialog Box) .................................................................. 72

Quick Route ......................................................................................................................................... 74

Join two existing ducts ..................................................................................................................... 79
Join two existing ducts at a branch point .......................................................................................... 79

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Join two existing ducts at a nozzle ................................................................................................... 80

Disconnect Command ......................................................................................................................... 82

Disconnect a duct run ...................................................................................................................... 83
Disconnect a set of duct features ..................................................................................................... 84
Disconnect a duct feature ................................................................................................................ 85

Appendix: Moving at Boundary Connections..................................................................................... 86

Connecting duct runs using Move .................................................................................................... 86
Disconnecting duct runs using Move ................................................................................................ 87
Duct run to duct run connections ............................................................................................... 88
Header to branch connections ................................................................................................... 90

Appendix: Deleting at Boundary Connections ................................................................................... 91

Duct run to duct run connections...................................................................................................... 91
Header to branch connections ......................................................................................................... 93

Flow Calculator .................................................................................................................................... 96

Calculate Flow Dialog Box ............................................................................................................... 97
Estimate flow rate ............................................................................................................................ 98

Determining the Center of Gravity and Duct Weight .......................................................................... 99

Appendix - Duct Run, Part, and Feature Properties Dialog Boxes .................................................. 100
Common Property Tabs ................................................................................................................. 100
Configuration Tab .................................................................................................................... 100
Cross Section Tab ................................................................................................................... 102
Definition Tab .......................................................................................................................... 103
Default Property Values Tab .................................................................................................... 103
Notes Tab ............................................................................................................................... 109
Occurrence Tab....................................................................................................................... 110
Relationships Tab .................................................................................................................... 112
Duct Run Properties Dialog Box ..................................................................................................... 112
General Tab (Duct Run Properties Dialog Box) ........................................................................ 113
Duct Part Properties Dialog Box ..................................................................................................... 114
Duct Properties Dialog Box ............................................................................................................ 114
General Tab (Duct Properties Dialog Box) ............................................................................... 114
Defaults Tab (Duct Properties Dialog Box) ............................................................................... 115
Duct Along Leg Feature Properties Dialog Box .............................................................................. 117
General Tab (Duct Along Leg Feature Properties Dialog Box) .................................................. 117
Duct End Feature Properties Dialog Box ........................................................................................ 118
General Tab (Duct End Feature Properties Dialog Box) ........................................................... 118
Duct Straight Feature Properties Dialog Box .................................................................................. 119
General Tab (Duct Straight Feature Properties Dialog Box) ..................................................... 119
Duct Transition Feature Properties Dialog Box ............................................................................... 120
General Tab (Duct Transition Feature Properties Dialog Box) .................................................. 120
Duct Turn Feature Properties Dialog Box ....................................................................................... 121
General Tab (Duct Turn Feature Properties Dialog Box) .......................................................... 121

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Duct Turn Transition Feature Properties Dialog Box ....................................................................... 123

General Tab (Duct Turn Transition Feature Properties Dialog Box) .......................................... 123
Duct Component Properties Dialog Box ......................................................................................... 124
Connections Tab (Duct Component Properties Dialog Box) ..................................................... 125
Select Duct Run Dialog Box ........................................................................................................... 125
Select System Dialog Box .............................................................................................................. 125

Glossary ............................................................................................................................................. 126

Index ................................................................................................................................................... 141

HVAC User's Guide 7

Preface
This document is a user's guide for the HVAC functionality of Intergraph Smart® 3D and
provides command reference information and procedural instructions.

Documentation Comments
For the latest support information for this product, comments or suggestions about this
documentation, and documentation updates for supported software versions, please visit
Intergraph Smart® Support (https://smartsupport.intergraph.com).

HVAC User's Guide 8

What's New in HVAC
The following changes have been made to the HVAC task.
Hotfix and Service Pack Updates
▪ You can now correlate 3D ducting objects to the corresponding P&ID objects so that you
can propagate attributes, perform design consistency checks, and so on. For more
information, see HVAC in the Integrated Environment (on page 22). (P2 CP:311119)
▪ Added information about free leg behavior. For more information, see Free Leg in Duct
Features (on page 15). (P2 CP:319923)
Version 2016 (11.0)
▪ Added a new locate filter, Construction Graphics. For more information, see Select objects
(on page 14). (P2 CP:271166)
▪ Added a new Quick Route command that enables you to join two existing duct
segments. For more information, see Quick Route (on page 74). (P1 CP:248716; P1
CP:248717; P3 CP:288004)
▪ You can now set the software to remember the last used working plane when routing duct.
For more information, see Defaults Tab (Duct Properties Dialog Box) (on page 115). (P4
CP:258470)
▪ You can now move or delete at boundary connections maintaining the ducting design intent.
For more information, see Appendix: Deleting at Boundary Connections (on page 91) and
Appendix: Moving at Boundary Connections (on page 86). (P2 CP:249685, P2 CP:267185,
P2 CP:268379, P2 CP:264940, P2 CP:248568, P2 CP:300832)
▪ You can select a section of ducting network using the new route selection commands. For
more information, see Route Selection Commands (on page 46). (P1 CP: 248690, P2
CP:293434, P1 CP:297357)
▪ You can slide a branch leg along a header run without disconnecting the branch. For more
information, see Move a branch along the header (on page 39). (P2 CP:293434)
▪ Added a new Disconnect command that allows you to disconnect route objects without
disturbing the rest of the network. For more information, see Disconnect Command (on page
82). (P2 CP:293435)
▪ You can now select a straight feature on a run, and move it to connect to an adjacent run.
For more information, see Modify a set of features (on page 38). (P2 CP:300832)

HVAC User's Guide 9

SECTION 1

HVAC
The HVAC task creates a three-dimensional representation, or model, of a distributed system so
that you can create a fully rendered 3-D model of various duct systems. You use a combination
of parts and features, objects that define the geometry and design intent of a run, to model the
duct runs that comprise the duct system. In the software hierarchy, a feature is a child to a run
and a parent to a part. Features are not displayed in the Workspace Explorer because of their
ability to own several parts. In addition to duct modeling commands, the HVAC task provides a
command for creating spools. Start this task by clicking Tasks > HVAC.
The following illustration shows the relationships between the pieces of a duct system.

Duct Systems
A duct system is a way of organizing duct runs within the system hierarchy and controlling
the specifications that can be used within that system. If a duct system exists in your model,
you can route duct runs and arrange the duct runs as children in the system hierarchy.
Duct Runs
A duct run is a collector of features and parts, and is typically a child of a duct system in the
Workspace Explorer. It also provides the Catalog specification from which you can choose
the parts. Duct run is a duct path with the same specification, material, and values of
maximum recommended velocity and pressure loss.

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 HVAC

Duct Features
A duct feature is a modeled portion of a duct run consisting of one or more parts. Examples
include a turn or a branch. Duct modeling features add functional capabilities to your duct
run. You create them during the routing process by inserting splits and components to meet
particular design needs or constraints. By placing such objects during the routing process,
the software presents a more accurate model of the final design, without needless,
extensive editing of the duct system. The duct features are not listed in Workspace Explorer.
During routing, you select the needed command and the software immediately suspends
routing while determining the properties and placement of the feature. When the feature is
finished, the software returns to the routing process. You can also insert features after the
route is completed. After you draw a duct run, you can mouse hover on various features and
a tooltip shows the feature type. If you select the feature, a horizontal ribbon specific to that
feature type displays. Because the ribbons are specific to a feature type, the available
options change.
You can use the fields on the ribbon to modify the features or you can click Properties
on the horizontal ribbon to open the corresponding properties dialog box. You can also click
Edit > Properties from the menu bar or select Properties from the context menu. To open
the context menu, right-click on the feature.
Leg
A leg is a group of route features routed in the same direction.
Duct Part
A duct part is a physical component that comprises a feature and is generally selected by
the software. The following illustration shows some examples of duct parts that represent a
portion of a duct system. The highlighted portion of the figure shows a section of the
Workspace Explorer containing the hierarchy of duct parts.

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 HVAC

Cross Section
The path feature of the duct is linked to a cross-section that is used to define the shape of
the duct. These cross-sections provide an outline of the shape of the duct, while the feature
provides the geometry path.
Component
In-line and surface-mounted parts such as heaters, gauges, and access panels to your
HVAC system. When you select a nozzle or component end, the software sets the cross
section of the duct to match the cross section and orientation of the nozzle or component.
Two modes of operation are available when you insert a component, standalone and
routing.
▪ Standalone Mode - Places a component independently without using other commands.
This mode starts when you insert a component in a straight feature or at an end feature
of a completed duct run.
▪ Routing Mode - Works in conjunction with the Route Duct command. After you have
started the Route Duct command, you start the Insert In-line Component command
and place the component at the active point. The Route Duct command remains active.
Connection
A connection is an object that connects two parts, for example, a flange and a duct part. The
following illustration shows the details of a nozzle connection:

(A) - Flange (connection)

(B) - Minimum straight length
(C) - Welding gap
Boundary
A boundary is a port of the terminal object in a select set. Boundaries can exist at line
change, run change, branch point, and split.
Equipment
Equipment may have one or more HVAC nozzles through which the connections to the duct
systems are made. Using the Equipment task, HVAC equipment like fans, chillers, and air
handling units can be modeled directly in the model or can be placed from the Catalog if
they are available in your project.
HVAC Nozzle
An HVAC nozzle is the connect point between duct parts and equipment. The nozzle
contains definitions of the connection like flow direction, duct cross-section, and size.

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 HVAC

The vertical toolbar on the left side of the window contains tools that you use to route the
HVAC system. The Select tool allows you to quit all active commands and select an
object that you want to review or modify. After you place a section of ducting, you then can
modify the run with several commands, for example,
▪ Inserting split features or splitting one line into multiple runs.
▪ Modifying the size of the existing run by inserting a transition feature.
▪ Adding components to represent a complex composition of the run. For example, in-line
components and surface-mounted components.

Tools and Commands

The vertical toolbar on the left side of the window contains tools that you use to route the HVAC
system. The Select tool allows you to quit all active commands and select an object that you
want to review or modify. After you place a section of ducting, you then can modify the run with
several commands, for example,
▪ Inserting split features or splitting one line into multiple runs.
▪ Modifying the size of the existing run by inserting a transition feature.
▪ Adding components to represent a complex composition of the run. For example, in-line
components and surface-mounted components.
The HVAC task includes the following commands:

Select - Selects objects in the model so that you can copy, move, modify or delete the
objects.

Route Duct - Creates a new duct run, extends an existing run, routes to or from nozzles
or end features, and creates branches from duct runs. If you select an end feature before
starting the command, that feature is the default starting point for the new duct run. For
more information, see Route Duct (on page 25).

Insert Split - Cuts a duct into two, or more, segments and inserts a split feature to
connect the ends. You can insert a split between straight and non-straight features, and
between non-straight features, such as turns. You can start the Insert Split command
without finishing the Route Duct command. That is, you can split parts and then continue
routing the duct. If you end the Route Duct command so that the split feature and end
feature are in the same location, the software automatically deletes the split feature. For
some split types, you need to use Depth Slope to orient the split correctly. For more
information, see Insert Split (on page 47).

Insert Transition - Adjusts the duct to accommodate a change in shape by placing and
modifying a transition feature. You can create a transition feature only on an existing end
feature or HVAC port.
If you select an end feature or nozzle before starting this command, the software inserts
the transition at that point. If you insert a transition during the routing of a duct run, clicking
Finish returns the software to routing the duct at the end of the transition feature. Click
Properties on the horizontal ribbon to set the properties of the transition feature at any
time during the command. For more information, see Insert Transition (on page 52).

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 HVAC

Insert In-line Component - Places components that the software did not place
automatically during routing. These components can include straight features, end
features, cross sections, and so on. However, this command cannot place hoods, terminal
boxes or plenums, which are enclosures or chambers that contain gas at a higher
pressure than the surrounding atmosphere. Place these components as equipment in the
Furnishings and Equipment task. Click Properties on the horizontal ribbon at any time to
set the properties of the in-line component. For more information, see Insert Inline
Component (on page 59).

Insert Surface Mount Component - Places surface-mounted components at the location

and rotation that you want. When you select a feature before clicking the command, the
component appears on the selected feature; however, you can type precise values for the
component location using the Reference position and Offset boxes on the ribbon. Also,
you can make changes to the horizontal ribbon to further define the component. You can
click Properties on the horizontal ribbon at any time to set the properties of the
surface-mounted component. For more information, see Insert Surface Mount Component
(on page 64).

Generate Spools - Defines a spool, or fabrication assembly, for the selected ducting. For
more information, see Generate Spools (on page 68).

Quick Route - Joins two existing duct segments in the model. For more information, see
Quick Route (on page 74).

Tools > Flow Calculator - Provides a tool for you to complete partial calculations to
choose the cross section or to estimate the flow rate. For more information, see Flow
Calculator (on page 96).

Select objects
All objects in the HVAC task have properties that you can edit. Using the Select command on
the vertical toolbar, you select the object that you want to edit.
An important part of the Select command is the Locate Filter box that appears on the ribbon.
The Locate Filter box contains the available, predefined filters for the Select command. When
you choose a filter in the Locate Filter box, the software allows you to select only the filtered
objects in a graphic view and in the Workspace Explorer. For example, if you select Duct
Runs, you can select only duct runs in a graphic view or in the Workspace Explorer.
The HVAC task includes these filters:
Connections
Allows you to select HVAC connections.
Construction Graphics
Limits the selection of items to construction graphics.
Control Points
Limits your selection in a graphic view or in the Workspace Explorer to control points
created using Insert > Control Point.

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 HVAC

Duct Features
Allows you to select objects that are editable in the HVAC task.
Duct Parts
Allows you to select ducting and component parts.
Duct Runs
Allows you to select entire duct runs.
Duct Spools
Allows you to select duct spools.
Equipment
Allows you to select equipment components.
HVAC Nozzles
Allows you to select HVAC nozzles.
Use the Inside fence command to select all objects entirely inside the fence.
Use the Inside/Overlapping fence command to select all objects entirely inside the fence
and those objects outside but touching the fence at some point.

Apply a filter
1. Click Select .
2. In the Locate Filter box on the ribbon, select the filter for the objects to locate.
3. Select multiple objects using a fence or by using the Windows keyboard shortcuts CTRL or
SHIFT.

Duct Features
You use the following features to create a duct run:
Straight Feature
Straight features are defined by two linear data points that form a straight line. Basic
geometric principles dictate that two points define a line, thus the straight section of a duct
run is a straight feature.
End Feature
End features act as a place holder for future connections to the run. It is located at the end
of a run, where a port exists on a part that is managed by the run. When an end feature is
connected to a run, it is removed and replaced with another feature, based on the nature of
the addition to the run. An end feature represents either end of a physical duct run. When
you change a cross section, the software automatically inserts a transition feature. Also,
when you change routing direction, the software automatically inserts or changes the turn
feature. You can type a value in the Angle box only if the specification is set for continuous
angle type.

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 HVAC

Transition Feature
A transition feature represents a change in the cross section or size of the duct run. The
path of this feature is defined by a transition between cross sections or sizes or other
defining constraints that result in the first port of the part being fundamentally different from
the second port. Transition features close the gap between these ports. The default
transition feature has cross sections that either you specify manually or that the software
defines by default. Transition features can be concentric or centerline-aligned.
The following illustration depicts the rule that defines the length of the default transition
feature:

(A) - W2 or the value of the second width in the default transition feature
(B) - L or length in the default transition feature; to determine the length, subtract the second
length from the first length; then divide the difference by the tangent of the transition wall
angle; in algebraic form, the equation is L = (W1 -W2) / tan x (where x is equal to the
transition wall angle)
(C) - W1 or the value of the first width in the default transition feature
Turn Feature
Turn features represent a deviation in a path resulting in a turn. Turn features, such as
elbows, miter elbows, and gooseneck elbows, change direction of the duct. If the centerline
of the active duct is not collinear with the existing duct, the software automatically inserts the
turn feature at both duct ends. If the two ducts are collinear, the software merges the two
sections into one section. The default turn feature has the same cross sections on both
ends. An administrator can edit the reference data to add values to display as options in lists
on the ribbon.
Properties for turning vanes and branch vanes in turn features and branch features appear
on orthographic drawings but are not needed for the model. The property names are
Number of Vanes and Vane Length, and you need to type the values for these properties.
The vane material, vane thickness, and vane width are the same as the parent feature. If
you modify a feature with vanes, the software automatically recalculates the vane length,
part weight, and part center of gravity.
An example would be three data points provided by a user. The first two data points
generate a straight feature. The third data point, if not in-line with the first set, constitutes a
deviation in path from the existing straight projection, as shown in the following illustration.

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(A) - Uses a width ratio (depth divided by width) to calculate the turn radius for a rectangle
(B) - Uses a width ratio (depth divided by width) to calculate the turn radius for a flat oval
Split Feature
A split feature represents a break and a joint in the duct. It divides a duct along a straight
section into two straight features to connect the ends of the two ducts at the cut location.
Examples are a joint sleeve, butt weld, coupling, and a flange set, either sloped or flat.
These examples also are called split parts, which the software reads from the reference
data.
Branch Feature
Branch features represent junctions whose path is defined by branching components, such
as tees, wyes and crosses. The location that you select can be on the duct surface for a
square cross section or the centerline of the duct for a round cross section. When you locate
the point on a duct surface, by default the software aligns it with the centerline of the duct.
The third port of a branch feature will always, by rule, constitute a new run that is
independent of the header connections. When you change routing direction, the software
automatically changes the branch surface.
If you modify a feature with vanes, the software automatically recalculates the vane length,
part weight, and part center of gravity. Properties for turning vanes and branch vanes in turn
features and branch features appear on orthographic drawings but are not needed for the
model. The property names are Number of Vanes and Vane Length, and you need to type
the values for these properties. The vane material, vane thickness, and vane width are the
same as the parent feature.
Along Leg Feature
Along leg features represent in-line components such as dampers or filters where port 1, the
origin, and port 2 are collinear.

Free Leg
A leg is a set of continuously connected features routed in the same direction. A free leg has an
open end and does not have a straight feature. An offline leg such as a branch is a free leg if it
has an open end.
You can move an entire leg and maintain connectivity by moving any straight feature on that leg.
Use the common Move command to move the straight feature. If the leg does not have a

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straight feature, use the Get Features > On Same Leg command on the right-click menu to
select the leg.
With the route selection commands, you can select any section of route network by selecting
any associated straight feature, along-leg feature, or end feature. For more information, see
Route Selection Commands (on page 46).
Inline Free Leg

1 Leg 1 Leg 2 does not have a straight feature and

has open end. When you move leg 1, the
2 Leg 2 - Free leg software also moves leg 2.

Inline free leg with a straight feature:

1 Leg 1 Leg 2 has a straight feature and an open end.

When you move leg 1, the software shrinks or
2 Leg 2 stretches leg 2 depending on the move direction.

Offline Free Leg

1 Leg 1 Leg 2 has a straight feature and an open end.

When you move leg 1, the software also moves leg
2 Leg 2 - Free leg 2.

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Rules for copying and pasting features

You can paste or place objects along a straight feature, and at end features, component ports,
and equipment ports. Duct, cableway, and conduit objects also are available to copy and paste.
The main restriction that exists among the routings tasks concerns activity within the same task.
For example, you can only paste a conduit object within a conduit run. Similarly, for HVAC and
Electrical, you only can paste duct objects within a duct run, or cableway objects within a
cableway.
When you copy an object, you can paste it into an existing run. The data associated with the
specification, cross section, and dimensions does not change. The software inserts transition
features or mating objects to resolve differences in the composition of the model.
When you copy cross section shape and size, the software maintains the same dimension as
the original section. The software inserts transitions for cableway and duct runs, and inserts
reducers for conduit to compensate for different shapes or sizes.
The following graphic demonstrates the processing during pasting a copied object:

(A) Original duct run

(B) Transition that the software inserted at connection

(C) Duct that you copied and pasted

Rules for moving features

After you complete a duct run, you can move the features of that run. By moving the features,
you can alter the route of the duct, connection points, or component placement. Using this ability
to move features of your duct runs, you can precisely locate each feature in the layout of your
HVAC systems.
You can move route objects by selecting one or more features using Move on the main
ribbon bar, or using the Move From and Move To commands on the modify feature
ribbon bar. We recommend that you use Move to move large sections of network to maintain
the connectivity. Use Move From and Move To to move a feature.

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You can only move a route object if:

▪ you have Full Control or Write access to the permission group the object belongs to,
▪ the object's Approval Status is Working.
The various types of features that you can move in this method include:

Straight Features
The straight feature and other connected route features move subject to the following rules:
▪ Moving the straight feature moves the entire leg to which the feature is connected.
▪ The move direction is always perpendicular to the axis of the straight feature.
▪ The end of an adjacent leg not in the plane of motion is modified to connect to the new
position of the moved leg.
▪ A branch feature connected to the moved leg maintains its original angle.
▪ Movement stops when parts on the associated leg overlap, or when they overlap with
adjacent parts on connected legs.
▪ When equipment moves, the leg moves with the equipment nozzle to remain collinear with
the nozzle as much as possible.

Turn Features
The turn feature and other connected route features move subject to the following rules:
▪ If the branch and header are in the motion plane, the along leg feature-branch parent
function and the branch feature move along the branch leg.
▪ If the branch and header are not in the motion plane, the end of the branch leg, the along
leg feature-branch parent function, and branch feature move to keep the branch angle
constant.
▪ Along leg features that are not branches maintain a position at a constant distance from the
fixed end of the leg.
▪ If you move a turn to a position where two adjacent legs are collinear (that is, the turn
reaches 180 degrees), the software deletes the turn.
▪ The turn stops moving when it starts to overlap with an adjacent along leg feature.

End Features
The end feature and other connected route features move subject to the following rules:
▪ Moving the end feature edits the end feature and the length of the straight feature on its leg.
▪ Moving the end feature edits the topology, or layout of the surface, of the turn feature or the
branch feature if connected to another leg. The default motion plane is the connected turn
feature or along leg feature with branch parent function.
▪ You cannot move an end feature connected to a nozzle.
▪ You must end the move when the end feature touches a nozzle or free port of the base part
of a feature other than a straight feature (when the straight feature length is reduced to
zero).

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Branch Features
▪ You cannot move branch features. You can move the branch parent feature only.

Branch Parent or Run Change Features

The branch parent or run change feature and other connected route features move subject to
the following rules:
▪ You can move the branch parent feature or run change feature along the associated straight
feature. As you move the branch parent feature, the angle between the branch parent
feature or run change feature and the branch leg appears in a dynamic readout. The angle
is not applicable for run change features.
▪ The size of the run change header connections is determined by the size of the connected
straight feature, and therefore you cannot change the size independently.
▪ You can move features only after you finish routing a duct run and placing components. Edit
commands are not available until you complete routing or placement.

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SECTION 2

HVAC in the Integrated Environment

This section describes how to use the HVAC task in a Smart 3D integrated environment. For
more information, refer to the Smart 3D Integration Reference Guide available from the Help >
Printable Guides command.

Correlate HVAC Model Objects with Design Basis Objects

A P&ID duct run can correlate with a Smart 3D duct run. This feature is not enabled by
default in the Smart 3D Version 2016 (11.0) Hotfix. Support for Duct Integration workflows
requires changes to the Catalog Schema, Mapping files, and the Integration Schema. To enable
this feature, we recommend that you contact your administrator. For more information, refer to
the Smart 3D Integration Reference Guide available from the Help > Printable Guides
command.
1. Click SmartPlant > Retrieve to retrieve data into the software (for example, a P&ID).
The P&ID contains the duct data modelled from SmartPlant P&ID.
2. Click SmartPlant > Correlate with Design Basis.
3. Select an object in the 3D model that you want to correlate. If you do not have a P&ID open,
the software displays the Open P&ID dialog box.
If you are correlating HVAC objects, set the filter to Duct Runs, Duct Features or
Hvac Nozzles.
4. Select the P&ID to display.
5. In the P&ID File Viewer, select the object that you want to correlate. The software then
displays the Correlate with Design Basis dialog box. If one of the following conditions
exist, then a message first displays.
a. The 3D object supports one-to-many correlation, and the P&ID object is already
correlated to one or more 3D objects. The following message displays:
Selected Design Basis object is already correlated to another 3D object. Are you sure
you want to correlate more than one 3D object the same Design Basis object?
Click Yes to continue.
-OR-
Click No to display the Compare Design Basis dialog box, and proceed to step 6.
-OR-
Click Cancel to exit and cancel the correlation.
b. The 3D object does not support one-to-many correlation, and the corresponding P&ID
object and 3D object correlation already exists. The following message is displayed:
You are trying to correlate to the same object again.
Click Ok to display the Compare Design Basis dialog box with the correlation objects
highlighted. Proceed to step 6.
-OR-

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Click Cancel to exit and cancel the correlation.

c. The 3D object does not support one-to-many correlation, and the corresponding P&ID
or 3D object are already correlated. The following message displays:
You are trying to correlate to an object that is already correlated. Would you like to
remove the existing correlation and correlate again?
Click Yes to remove the existing correlation and correlate the selected objects. After the
new correlation, the software displays the Compare Design Basis dialog box with the
newly correlated objects highlighted. Proceed to step 6.
-OR-
Click No to display the Compare Design Basis dialog basis with the correlated objects.
Proceed to step 6.
-OR-
Click Cancel to exit and cancel the correlation.
6. Review the Properties tab for highlighted objects that have a discrepancy between the
P&ID and the 3D model. Objects that do not match are displayed in a different background
color.
7. Review the Topology tab to understand the differences in shapes between the 3D model
and the design basis.
8. Select Copy properties from design basis if you want to update the 3D object properties.
Clear this option to prevent overwriting the 3D object properties from design basis.
9. Click Update to correlate the 3D object with design basis object.

▪ You can also select the Correlate with Design Basis command after activating a model
object, a design basis object, or both types of objects. If you select an object before starting
the command, follow the prompts on the status bar at the lower left of the application
window.
▪ Duct run supports only one-to-one correlation between SmartPlant P&ID and Smart 3D.

Compare Design Basis with the Model

The Compare with Design Basis command allows you to resolve discrepancies between an
object in the 3D model and the design basis.
1. Click SmartPlant > Retrieve to retrieve data into the software.
2. Click SmartPlant > View P&ID to open the P&ID that contains the data that you retrieved.
3. Select an object on the P&ID or in the model.
4. Click SmartPlant > Compare Design Basis.
5. Review the Properties tab for highlighted objects that have a discrepancy between the
P&ID and the three-dimensional model. Objects that do not match appear in a different
background color (red).
6. Review the Topology tab to check for differences in shapes between the P&ID and the 3D
model. This tab is available only for objects that support correlation.

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When you select a pipe run or a duct run, the Topology tab indicates objects that are
correlated and in the same order on the pipe run or duct run, as well as objects that are
correlated and not in the same order on the pipe run or duct run.
7. Click Close if you do not want to update the properties from design basis.
-OR-
After you correct the errors that cause the discrepancy, click Update on the Compare with
Design Basis dialog box to transfer data from the design basis object to the 3D model
object and update properties that are out-of-date. The Design Basis Value and the Model
Value columns change to show the new values.

▪ Clicking Update changes the property values. You can selectively update properties by
selecting associated check boxes. For more information see, Properties Tab (Compare
with Design Basis Dialog Box).
▪ For certain exceptions, the software does not process an update. For example, an
object that is not mapped with properties is not updated.
8. When you have finished your review, click Close.

Remove correlation with design basis

Removes correlation from a 3D model object to a design basis object.
1. Select SmartPlant > Remove Correlation with Design Basis.
The software prompts you to select correlated objects.
2. Select objects using Inside Fence and Overlapping Fence .
3. Click Finish.
The software filters the correlated objects from the selected 3D objects and un-correlates
the correlated objects.

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SECTION 3

Route Duct
Creates a new duct run, extends an existing run, or routes to or from nozzles or end
features. If you route to or from a straight feature, the software creates a branch, including all
matching parts and fittings, and defines the working plane based on the plane of the branch. If
you route to or from an end feature, the software extends the previous run and sets the working
plane.
To route using an existing run, we recommend that you first select the appropriate
duct run from the Run box. By adapting this practice, you can avoid:
▪ unnecessary activation of the New Duct Run dialog box.
▪ creating empty runs or redundant runs.
▪ re-work required to delete the empty or redundant runs.

Route Duct Ribbon

Sets options for routing a duct run. The ribbon displays different options based on the duct
shape, including rectangular, flat oval, and round.
Properties
Displays the Duct Properties dialog box. For more information, see Duct Properties Dialog
Box (on page 114).

Start Route
Click to specify the starting location of the duct run.

End Route
Click to specify the point to end the duct run.

Plane
▪ Plan Plane
Defines the work surface as the XY plane at the depth of the active end. You also can
press CTRL+1 to select this option.
▪ Elevation Plane: East-West ( Z Plane: X-Axis)
Defines the work surface as the XZ plane. You also can press CTRL+2 to select this
option.
▪ Elevation Plane: North-South ( Z Plane: Y-Axis)
Defines the work surface as the YZ plane. You also can press CTRL+3 to select this
option.
▪ Plane by Turn/Branch
Defines the work surface as the plane defined by an existing turn or branch. You select

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 Route Duct

the turn or branch to set the plane. You also can press CTRL+4 to select this option.
▪ Plane by Three Points
Defines the work surface using three points that you define. You also can press
CTRL+5 to select this option.
▪ No Plane
Clears any work surfaces. The software does not project points that you place to any
plane. You also can press CTRL+6 to select this option.
Run
Displays a list containing all existing runs in the same system as the run that you last
placed. If you select an existing duct run from the list, the software activates that run.
<Select from D&ID> allows you to select a run in a P&ID. When you select the run in the
P&ID, the software checks if the run exists in the Smart 3D model. If the run exists, the
current run is set to that run. If the run does not exist, the New Duct Run dialog box
displays with values populated from the run that you selected in the P&ID. When you click
OK, the run is created, and then correlated to the selected run in the P&ID.
<New Duct Run> displays the New Duct Run dialog box. Use this option to create a new
duct run.
<New/Continue Run> extends an existing duct run if you select the end feature of the duct
run. If a run is continued, all runs associated with the parent system display in the list. If you
do not select an end feature, the New Duct Run dialog box displays to create a duct run.
For more information, see New Duct Run Dialog Box.
<Select Graphically> allows you to select an existing run in a graphic view, or the
Workspace Explorer.
<Load More Runs> loads all the runs that belong to the parent system. This option is not
available after you load all the runs, or if the parent system contains less than 200 runs.
More displays the Select Duct Run dialog box. Use this option to select a duct run that is
associated with a different ducting system. For more information, see Select Duct Run
Dialog Box (on page 125).
Shape
Defines the offset cross-sectional shape. When you change the cross-sectional type, the
dimension boxes display different values.
▪ If you select Rectangle , the available dimension properties are Width, Depth,
Radius, and Orientation.
▪ If you select Round , the available dimension properties are Diameter, Length, and
Offset.
▪ If you select Flat Oval , the available dimension properties are Width, Depth,
Orientation, Length, and Offset.
Width
Defines the width dimension of the cross section. This option is available only if you have
selected Rectangle or Flat Oval in the Shape box.
You can enter only values that are greater than or equal to the depth value, if defined.
Values stored in the reference data determine the list of options. The list displays only the

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values that are valid for the current depth. If the depth is not defined, or the Depth box is
blank, the width size is based on the default width ratio.
Depth
Defines the depth of the cross section. This option is available only if you have selected
Rectangle or Flat Oval in the Shape box. The list of options is determined by the values
stored in the reference data. The list displays only the values that are valid for the current
width. If the width is not defined, or the Width box is empty, the depth size is based on the
default width ratio.
Radius
Defines the radius of the cross section. This option is available for rectangular shapes. The
corner radius box is not active until you define both a width and a depth. If you change width
or depth, the software updates the list to contain the allowed values for that combination of
width and depth. If the reference data cannot accept the width, depth, or both, you must type
a radius. The Radius box is not available if you select an end feature or nozzle to position
the offset, because this action determines the cross section shape and size of the offset
cross section. This option is available only if you have selected Rectangle in the Shape
box.
Diameter
Defines the diameter only for shapes that you assign as Round.
Orientation
Defines the angle between the local axis and width axis of the duct run.

Angle Lock
Locks or unlocks the Angle box.
Angle
Defines the angle for the current route segment. If the Angle Lock is unlocked, the box
displays a dynamic readout of the current bend angle.

Length Lock
Locks or unlocks the Length box.
Length
Defines the length for the current route segment. If the Length Lock is unlocked, this box
displays the dynamic readout of the current route segment length.
Offset
Defines the offset of the part surface from the working plane. The offset reference options
are centerline and largest surface.

Edit Duct Run Ribbon

Reviews and modifies duct run properties.
Properties
Displays a dialog box with properties for the selected duct run. Allows you to review the
properties of the selected run and change the values assigned to a property.

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Duct run
Defines the name of the duct run.
System
Defines the system that the duct run belongs to. Click More to assign it to a different
system.
Shape
Defines the offset cross-sectional shape. When you change the cross-sectional type, the
dimension boxes display different values.
▪ If you select Rectangle , the available dimension properties are Width, Depth, and
Radius.
▪ If you select Round , the available dimension property is Diameter.
▪ If you select Flat Oval , the available dimension properties are Width and Depth.

Rectangle
Width
Defines the width of the duct run.
Depth
Defines the depth of the duct run.
Radius
Defines the corner radius of a rectangular duct run.

Round
Diameter
Defines the diameter of the duct run.

Flat Oval
Width
Defines the width of the duct run.
Depth
Defines the depth of the duct run.
Orientation Angle
Sets an angle between the local axis associated with the cross-section and the width axis. If
the angle value is zero, the width is aligned with the local cross-section axis.
The following picture shows the orientation angle (C).

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 Route Duct

(A) - Cross-section
(B) - Width axis
(C) - Orientation angle

Edit Straight Feature Ribbon

Reviews and modifies straight features.
Properties
Opens a dialog box with properties for the selected feature. Allows you to review the
properties of the selected feature and change the value assigned to a property.
Move From
Defines the origin of the move vector. If you do not define a starting point, the current
location of the straight feature is assumed to be the starting point.
Move To
Defines the termination point of the move vector.

Plane
▪ Plan Plane
Defines the work surface as the XY plane at the depth of the active end. You also can
press CTRL+1 to select this option.

▪ Elevation Plane: East-West ( Z Plane: X-Axis)

Defines the work surface as the XZ plane. You also can press CTRL+2 to select this
option.
▪ Elevation Plane: North-South ( Z Plane: Y-Axis)
Defines the work surface as the YZ plane. You also can press CTRL+3 to select this
option.
▪ Plane by Turn/Branch
Defines the work surface as the plane defined by an existing turn or branch. You select
the turn or branch to set the plane. You also can press CTRL+4 to select this option.
▪ Plane by Three Points
Defines the work surface using three points that you define. You also can press
CTRL+5 to select this option.
▪ No Plane
Clears any work surfaces. The software does not project points that you place to any
plane. You also can press CTRL+6 to select this option.

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Run
Defines the name of the duct run associated with the straight feature.
Shape
Defines the shape of the duct. The shape you select determines the other controls that
display on the ribbon.

Rectangle
Width
Defines the width of the feature.
Depth
Defines the depth of the feature.
Radius
Defines the corner radius of a rectangular duct.

Round
Diameter
Defines the diameter of the feature.

Flat Oval
Width
Defines the width of the feature.
Depth
Defines the depth of the feature.
Orientation
Defines the orientation of the straight feature. A value of 0 results in a straight feature with
the width horizontal and the depth vertical. A value of 90 degrees results in the width vertical
and the depth horizontal. The value for an angle ranges from 0 to 360 degrees.
Length Lock
Turns on or off locking for the length of the leg. If the length is locked, then you cannot
change the length value.
Offset
Defines the distance for offset that the software uses during feature placement. The
reference is centerline, width, or depth). The route plane need not be active to locate the
offset from the plane point.

Edit Turn Feature Ribbon

Reviews and modifies turn features or components.
Properties
Opens a dialog box with properties for the selected feature. Allows you to review the

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properties of the selected feature and change the value assigned to a property.
Move From
Defines the origin of the move vector. If you do not define a starting point, the current
location of the turn is assumed to be the starting point.
Move To
Defines the termination point of the move vector.

Plane
▪ Plan Plane
Defines the work surface as the XY plane at the depth of the active end. You also can
press CTRL+1 to select this option.
▪ Elevation Plane: East-West ( Z Plane: X-Axis)
Defines the work surface as the XZ plane. You also can press CTRL+2 to select this
option.
▪ Elevation Plane: North-South ( Z Plane: Y-Axis)
Defines the work surface as the YZ plane. You also can press CTRL+3 to select this
option.
▪ Plane by Turn/Branch
Defines the work surface as the plane defined by an existing turn or branch. You select
the turn or branch to set the plane. You also can press CTRL+4 to select this option.
▪ Plane by Three Points
Defines the work surface using three points that you define. You also can press
CTRL+5 to select this option.
▪ No Plane
Clears any work surfaces. The software does not project points that you place to any
plane. You also can press CTRL+6 to select this option.
Run
Defines the name of the duct run associated with the turn.
Part
Defines the part of the turn feature. The part that you select determines the other controls
that display on the ribbon.

Lock
Turns on or off locking for the angle. If the angle is locked, then you cannot change the
value. There are Lock buttons for Angle2 and Angle3, but not for Angle1.
Angle1
Defines the angle of the selected turn feature.
Angle2 / Angle3
Defines the angle of the turn or branch feature located at the end of associated leg.

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 Route Duct

Miters
Defines the number of miters for the turn feature.
Offset
Defines the distance for offset that the software uses during feature placement. The
reference is centerline, width, or depth). The route plane need not be active to locate the
offset from the plane point.

Edit End Feature Ribbon

Reviews and modifies end features or components.
Properties
Opens a dialog box with properties for the selected feature. Allows you to review the
properties of the selected feature and change the value assigned to a property.
Move From
Defines the origin of the move vector. If you do not define a starting point, the current
location of the end feature is assumed to be the starting point.
Move To
Defines the termination point of the move vector.
When you move, or modify a route object in HVAC, Electrical, or Piping, Smart 3D treats
any unfinished ends as free end features. An unfinished end is an end with mating parts or a
logical data connection with one logical port. You can reconnect using these free end features.
This behavior allows you to reuse existing mating parts and connections and reduces wait times.

Plane
▪ Plan Plane
Defines the work surface as the XY plane at the depth of the active end. You also can
press CTRL+1 to select this option.
▪ Elevation Plane: East-West ( Z Plane: X-Axis)
Defines the work surface as the XZ plane. You also can press CTRL+2 to select this
option.
▪ Elevation Plane: North-South ( Z Plane: Y-Axis)
Defines the work surface as the YZ plane. You also can press CTRL+3 to select this
option.
▪ Plane by Turn/Branch
Defines the work surface as the plane defined by an existing turn or branch. You select
the turn or branch to set the plane. You also can press CTRL+4 to select this option.
▪ Plane by Three Points
Defines the work surface using three points that you define. You also can press
CTRL+5 to select this option.
▪ No Plane

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 Route Duct

Clears any work surfaces. The software does not project points that you place to any
plane. You also can press CTRL+6 to select this option.
Run
Specifies the name of the duct run associated with the branch. You can select another run
from the list if necessary.
<New Duct Run> displays the New Duct Run dialog box. Use this option to create a new
duct run.
<Select Graphically> allows you to select an existing run in a graphic view, or the
Workspace Explorer.
<Load More Runs> loads all the runs that belong to the parent system. This option is not
available after you load all the runs, or if the parent system contains less than 200 runs.
More displays the Select Duct Run dialog box. Use this option to select a duct run that is
associated with a different ducting system. For more information, see Select Duct Run
Dialog Box (on page 125).
Part
Defines the part assigned to the end feature.

Lock
Turns on or off locking for the angle. If the angle is locked, the angle at the other end of the
leg is fixed at the value in the Angle field.
Leg Angle
Defines the angle of the leg end feature.
Rotate
Allows you to rotate the end feature.
Rotation Angle
Defines the rotation angle for the end feature.

Length Lock
Locks or unlocks the Length box.
Length
Defines the length for the end feature. You can enter any value needed, provided it does not
conflict with the defined specifications. If the Length Lock is unlocked, this box displays the
dynamic readout of the current end feature length.
Offset
Defines the distance for offset that the software uses during feature placement. The
reference is centerline, width, or depth). The route plane does not have to be active to locate
the offset from the plane point.

What do you want to do?

▪ Create a new duct run in free space (on page 34)
▪ Route a new duct from a nozzle or end (on page 35)

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 Route Duct

▪ Route a duct from a transition end (on page 34)

▪ Route a duct from an existing end feature (on page 35)
▪ Route a duct into a component or nozzle (on page 36)
▪ Route a duct into the end of an existing duct (on page 36)
▪ Route a duct into an existing duct to create a branch (on page 36)
▪ Create a branch from an existing duct (on page 36)
▪ Choose a working plane (on page 40)
▪ Edit duct run properties (on page 41)
▪ Change the flow direction of a duct run (on page 41)
▪ Edit cross section properties (on page 42)
▪ Edit multiple cross section dimensions (on page 42)

Create a new duct run in free space

1. Click Route Duct on the vertical toolbar.
2. Select the starting point for the new duct run in the graphic view.
If you selected an end feature of an existing duct as the starting point, the software
automatically displays the New Duct Run dialog box.
3. On the New Duct Run dialog box, select a duct specification and assign the appropriate
properties for the duct run.
4. Click Plane on the ribbon to define the working plane for the routed duct.
5. Select subsequent points in the graphic view to define the route of your new duct run.
6. Continue routing or right-click to end routing the duct run.

Route a duct from a transition end

1. Select the end of the duct transition feature from which you want to continue routing.

2. Click Route Duct on the vertical toolbar.

3. Change the cross section of the current, or computed, duct, if needed.
When you change a cross section, the software automatically changes the adjacent
transition to accommodate the transition feature.
4. Change the routing direction, if needed.
When you change routing direction, the software automatically inserts or changes the turn
feature or transition feature. Additional information appears later in the Notes section.
5. Place the end point for the duct run.

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 Route Duct

Route a duct from an existing end feature

1. Select the end of the required duct in the model.

2. Click Route Duct .

3. If necessary, change the cross section of the current duct using the options on the ribbon.
When you change a cross section, the software automatically inserts a transition feature.
4. Change the routing direction, if needed.
When you change routing direction, the software automatically inserts or changes the turn
feature. Additional information appears later in the Notes section.
5. Click in the graphic view to place the end point.
6. Continue routing or right-click to exit the command.

Assign this duct run to another existing duct run

1. From the Run option, select More.
The software displays the Select Duct Run dialog box. See Select Duct Run Dialog Box (on
page 125).
2. Select a duct run from the list, and then click OK.
3. Click in the graphic view to place the end point.
4. Continue routing or right-click to exit the command.

Route a new duct run from the end feature

1. From the Run option, select <New Duct Run>.
The software displays the New Duct Run dialog box. See Duct Run Properties Dialog Box
(on page 112).
2. Specify the required details, and then click OK.
3. Click in the graphic view to place the end point.
4. Continue routing or right-click to exit the command.

Route a new duct from a nozzle or end

1. Click Route Duct on the vertical toolbar.
2. Select an existing nozzle or component end from which to begin routing the duct run. When
you select a nozzle or component end, the software sets the cross section of the duct to
match the cross section and orientation of the nozzle or component.
3. If you start routing from a nozzle, then the Create New Run dialog box displays. If
necessary, change the settings for the new duct segment on the ribbon.
4. Place the end point for the duct run.

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 Route Duct

Route a duct into a component or nozzle

1. Click Route Duct on the vertical toolbar.
2. Begin the new duct run.
3. Continue the duct run and connect the run into the component or nozzle end. The centerline
must be collinear with the existing component end or nozzle for the software to connect to
the existing duct. To determine if the centerline is collinear, use relationship indicators or
rotate the view.
4. Change the cross section for the duct, if needed.

Route a duct into the end of an existing duct

1. Click Route Duct on the vertical toolbar.
2. Begin the new duct run.
3. Continue the duct run and connect the run into the end of an existing duct.
If the two ducts have differing cross sections, the software inserts a transition.
You can edit the flow direction of the duct run by clicking the flow direction indicator on
the duct run and then selecting the new direction. For more information on setting the flow
direction, see Change the flow direction of a duct run (on page 41).

Route a duct into an existing duct to create a branch

1. Click Route Duct on the vertical toolbar.
2. Click a starting location for the new duct run.
3. Select a point on the existing duct run that serves as the intersection between the new and
existing runs and as the end point of the new run.

Create a branch from an existing duct

1. Click Route Duct on the vertical toolbar.
2. Click the location on the existing duct straight feature from which to start routing. The
location that you select can be on the duct surface for a square cross section or on the
centerline of the duct for a round cross section.
3. Change the cross section of the current duct, if needed.
4. Change the routing direction, if needed. When you change routing direction, the software
automatically changes the branch surface.
5. Select a point on another run that serves as the intersection between the new and existing
runs and as the end point of the new run.

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 Route Duct

Delete a feature
1. Click Select .
2. In the Locate Filter box, select Duct Features.
3. Select the feature to delete.
4. Click Delete.
The software deletes the associated duct parts and connections. However, if you delete a
turn feature, the software extends connected straight features to the turn point.
For more information on how the software performs the delete operation, refer Appendix -
Deleting at Boundary Connections (see "Appendix: Deleting at Boundary Connections" on page
91).

Modify a feature
1. Click Select and select the feature.
2. Click Properties on the horizontal ribbon.
3. Change the properties to meet your needs.
4. If you need to reposition the feature, use Move on the main ribbon.
For more information on how the software performs the move operation, refer Appendix:
Moving at Boundary Connections (on page 86).

Modify a straight feature

1. Click Select .
2. Select Duct Features in the Locate Filter list.
3. Identify the straight feature to change. You can select the feature in a graphic view or in the
Workspace Explorer.
4. Using the options on the ribbon, change the feature to meet your needs.
5. If you need to reposition the feature, use Move on the main ribbon.
For more information on how the software performs the move operation, refer Appendix:
Moving at Boundary Connections (on page 86).

Modify a turn feature

1. Click Select .
2. Select Duct Features in the Locate Filter list.
3. Identify the turn feature to change. You can select the feature in a graphic view or in the
Workspace Explorer.

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 Route Duct

4. Using the options on the ribbon, change the feature to meet your needs.
5. If you need to reposition the feature, use Move on the main ribbon.
For more information on how the software performs the move operation, refer Appendix:
Moving at Boundary Connections (on page 86).

Modify an end feature

1. Click Select .
2. Select Duct Features in the Locate Filter list.
3. Identify the end feature to change in either the graphic view or in the Workspace Explorer.
4. Using the options on the ribbon, change the feature to meet your needs.
5. If you need to reposition the feature, use Move From and Move To on the horizontal
ribbon.

Modify a branch feature

1. Click Select .
2. Select Duct Features in the Locate Filter list.
3. Identify the branch feature to change. You can select the feature in a graphic view or in the
Workspace Explorer.
4. Using the options on the ribbon, change the feature to meet your needs.
5. If you need to reposition the feature, use Move on the main ribbon.
For more information on how the software performs the move operation at boundary
connections, refer Appendix: Moving at Boundary Connections (on page 86).

Modify a set of features

1. Click Select on the vertical toolbar.
2. In the Locate Filter, select Duct Features.
3. Select a feature on the ducting section to move.
4. Right-click the feature, and select an option under Get Features. For more information, see
Route Selection Commands (on page 46).
5. Click Move on the main ribbon.
If you move the duct run end within ¼ inch (6.35 mm) of another duct run end, the
software automatically connects the two ends.
6. Select a move-from point.
7. Identify the move-to point, and click the graphic view to confirm the new location.
The software moves the duct run to the new location.

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 Route Duct

For more information on how the software performs the move operation, see Appendix:
Moving at Boundary Connections (on page 86).

Connect a Set of Duct Features

1. Click Select on the vertical toolbar.
2. In the Locate Filter, select Duct Features.
3. Select a feature in the ducting section to modify.
4. Right-click the feature, and select an option under Get Features. For more information, see
Route Selection Commands (on page 46).
5. Click Move on the main ribbon.
6. Click an end feature in the selection.
7. To connect the selection to another duct run inline, click an open end feature.
-OR-
To connect the selection to another duct run at a branch point, click a straight feature.
The software will lengthen or shorten the duct as needed to make the connection. For
more information, see Connecting duct runs using Move (on page 86).

Move a branch along the header

1. Click Select .
2. In the Locate Filter, select Duct Features.
3. Identify the branch to move, and select the straight feature of the branch.

4. Click Move on the main ribbon.

5. Click to select the move-from location.

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 Route Duct

6. Click to select a move-to location.

The software slides the branch without disconnecting it from the header.

Choose a working plane

1. On the Route Duct toolbar, click Working Plane .
2. Select the working surface for the duct run.
Available options for the working plane include:
▪ Plan Plane
Defines the work surface as the XY plane at the depth of the active end. You also can
press CTRL+1 to select this option.
▪ Elevation Plane: East-West ( Z Plane: X-Axis)
Defines the work surface as the XZ plane. You also can press CTRL+2 to select this
option.
▪ Elevation Plane: North-South ( Z Plane: Y-Axis)
Defines the work surface as the YZ plane. You also can press CTRL+3 to select this
option.
▪ Plane by Turn/Branch
Defines the work surface as the plane defined by an existing turn or branch. You select
the turn or branch to set the plane. You also can press CTRL+4 to select this option.

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 Route Duct

▪ Plane by Three Points

Defines the work surface using three points that you define. You also can press
CTRL+5 to select this option.
▪ No Plane
Clears any work surfaces. The software does not project points that you place to any
plane. You also can press CTRL+6 to select this option.

Edit duct run properties

1. Select a run, and then click Properties .
2. On the Properties dialog box, click the General tab.
3. Review the properties that have been assigned to the duct run, including Name,
Specification, Material, and Thickness.
You can edit the flow direction of the duct run on the Properties dialog box, or by clicking
the flow direction indicator on the duct run and then selecting the new direction. For more
information, see Change the flow direction of a duct run (on page 41).
You can also edit the cross-section properties on the Edit Duct Run ribbon. For more
information, see Route Duct (on page 25).

Change the flow direction of a duct run

1. Click Select on the vertical toolbar.
2. Select the duct run for which you want to change the flow direction.
The software displays the flow direction indicators. In the following example, a duct run is
going downstream:

The flow directional indicators are listed below:

Bi-directional
Upstream
Downstream
No flow
Undefined
3. Click one of the flow direction indicators.
The software displays a FLOW submenu containing each flow direction indicator.

4. Select the new flow direction and then close the submenu.

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 Route Duct

You also can click Properties on the ribbon to edit the flow direction property of a
run.

Edit cross section properties

1. Click Properties on the horizontal ribbon while routing a duct run.
2. On the Duct Properties dialog box, click the Cross Section tab.
3. Select the shape of duct that you need by using the Cross Section box.
4. Type appropriate dimensions for the selected cross section in the Dimensions boxes. Be
aware that the software does not recalculate dimensions of existing duct automatically.
5. If needed, switch the local axis of the duct associated with the width axis of the offset cross
section by clicking the Orientation button. The Orientation icon changes to indicate if the
current value is set parallel or perpendicular to the width dimension of the U axis. By default
the width is associated with the U axis.
6. Type the number of degrees to change the angle of the selected cross section in the Angle
box.

Edit multiple cross section dimensions

1. Select the duct features to change by holding down the SHIFT key while selecting all the
duct features along the run.
2. Click Properties on the horizontal ribbon.
3. On the Duct Feature Properties dialog box, click the Cross Section tab.
4. Change the dimensions for the selected features as needed. Be aware that the software
does not automatically recalculate dimensions of existing duct.
5. If needed, switch the local axis of the duct associated with the width axis of the offset cross
section by changing the orientation angle. By default the width is associated with the U-axis.
6. Type the number of degrees to change the angle of the selected cross section in the
Orientation Angle box.

New Duct Run Properties Dialog Box

Creates a new duct run, extends an existing run, or routes to or from nozzles or end features. If
you route to or from a straight feature, the software creates a branch, including all matching
parts and fittings, and defines the working plane based on the plane of the branch. If you route
to or from an end feature, the software extends the previous run and sets the working plane.
See Also
General Tab (New Duct Run Properties Dialog Box) (on page 43)
Cross Section Tab (on page 102)

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 Route Duct

General Tab (New Duct Run Properties Dialog Box)

Category
Specifies the general group of properties to display.
Property
Identifies various properties that you must define when you start to route a new duct run.
Value
Specifies the value for the property.
System
Displays or defines the system for the duct run. The last system that you selected is the
default. Click More to display all defined systems. You can create a new system in the
Systems and Specifications task.
Name
Displays or defines the name of the duct run that you are creating. The name is based on
the Name Rule selection. If you want to type a new name for the run, in the Name Rule
box, select User Defined, and then type a name for the run in the Name box.
Name Rule
Specify the naming rule that you want to use to name this run. You can select one of the
listed rules or select User Defined to specify the run name yourself in the Name box.
Specification
Displays or defines the specification for the duct run. Specifications are assigned to systems
in the Systems and Specifications task. Only those specifications that are allowed in the
system that you selected appear. You define specifications in the reference data.
See the HVAC Reference Data Guide for more information on defining specifications.
Max. Recommended Velocity
Defines the maximum recommended velocity for the duct run.
Max. Recommended Pressure Loss
Defines the maximum recommended pressure loss for the duct run.
Material
Defines the material for the duct run.
Thickness
Defines the thickness of the duct run material.
Insulation Material
Specifies the material of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software
automatically displays the corresponding material as per the specification.

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 Route Duct

HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Flow Direction
Select the flow direction for the duct run. The flow directional indicators are as listed below:
Bi-directional
Upstream
Downstream
No flow
Undefined

Select Insulation Material Dialog Box

Specifies the insulation materials for a selected object. By browsing through the part hierarchy,
you can find and select an insulation material in the Catalog database.
Save
This option is unavailable.
Cut
This option is unavailable.
Copy
This option is unavailable.
Paste
This option is unavailable.
Delete
This option is unavailable.
Undo
This option is unavailable.

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 Route Duct

Insert Row
This option is unavailable.

Move Up
This option is unavailable.
Move Down
This option is unavailable.
Properties
Displays the properties of the selected object. Because you cannot modify any properties
until the object is placed, all properties on the Properties dialog box are read-only.
Preview
Displays a bitmap symbol of the selected object. The image file must be assigned to the
object in the catalog reference data.
Filter
This option is unavailable.
Sort
This option is unavailable.
Customize Current View
This option is unavailable.
List View
Sets the dialog box to display insulation thickness values in a list view.
Grid View
Sets the dialog box to display insulation thickness values in a spreadsheet-style grid view.
Back
Returns you to the previously selected insulation material folder. Use this command to
navigate through the hierarchy to the specific insulation material you need.
Forward
Sends you to the last selected insulation material folder that you moved away from by using
the Back button. Use this command to navigate through the hierarchy to the specific
insulation material you need.
Up One Level
Brings up the next highest level of the hierarchy. Use this command to navigate through the
hierarchy to the specific material you need.
Check Data
This option is unavailable.
CheckData Ignored Inconsistencies
This option is unavailable.

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 Route Selection Commands

Smart 3D Help
Opens help.
Address
Sets the current location within the hierarchy of available insulation materials. The dropdown
box lists the folders you have visited.

Route Selection Commands

Route selection commands on the shortcut menu allow you to select a section of a route
network to modify. These commands simplify the selection of a specific section of a network. For
example, if you want to modify a leg along with its supports, select the leg using On Same Leg,
and add the hangers supporting the leg using Get Connected Supports.
The route selection commands do not support combined features that belong to
different tasks. For example, you cannot combine Piping and HVAC features, or Electrical and
HVAC features.
Depending on the active Locate Filter, different route selection commands are available.

Locate Filter Available Commands

All Get Duct Runs (only in Workspace

Explorer)

Duct Features Get Features

Get Connected Supports
Get Runs
Get Continuously Connected

Duct Parts Get Features

Get Runs

Duct Runs Get Features

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SECTION 4

Insert Split
Cuts a duct into two or more segments and inserts a split feature to connect the ends of the
split. Split features include flanges, sleeves, or welds.
You can start the Insert Split command without finishing the Route Duct command. That is,
you can split parts and then continue routing the duct. If you end the Route Duct command after
placing the split and do not place other features, so that the split feature and end feature are in
the same location, the software automatically deletes the split feature.
For some split types, you need to use Depth Slope to orient the split correctly. You can insert a
split between non-straight features, such as turns, and also between non-straight and straight
features.
Split and Division components are not the same and are used for different purposes. The
Split component enables you to split a straight feature with either one part (weld) or a pair of
parts (flanges). The Division component lets you reduce the main trunk of a duct system by
adding a division part with two or three ports. You can only insert Division components at an
End feature.
The example figure below shows a trunk duct system containing both a Division component and
a Split component. The Split component in the example is a rectangular weld which splits the
main trunk duct. A Division component is in place on the main trunk and enables you to branch
out with takeoff fittings such as elbows or transitions.

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 Insert Split

Insert Split Ribbon

Defines and modifies options for a split that divides a duct straight feature into two, or more,
segments, or inserts flanges on non-straight features like turns and transitions.
Properties
Activates the Properties dialog box for the selected split. The default value for all properties
is the last value that you used, except for those values from the end feature parameters. For
more information, see Duct Split Feature Properties Dialog Box (on page 50).
Select Feature
Selects the duct feature in which you want to insert a split.
Part
Provides a list of previously selected parts; or click More to access more parts.
Position
Positions the location to insert the split by dragging the part to that location.
Finish
Ends the split process.
Run
Defines the name of the duct run to which the split belongs. This box displays the duct runs
that belong to the selected feature. Click More to browse for a duct run that is not in the list.
For more information, see Select Duct Run Dialog Box (on page 125). While inserting a split,
you cannot create a new duct run.
Name
Provides a name for the new feature.
Split Mode
Defines the type of split to modify: Single Split or Multi Split. Use Single Split to break the
duct into two segments. Use Multi Split to break the duct into multiple segments.
Reference
Defines the Start and End of the new feature.
Duct Length
Defines the length of the duct to split.
Depth Slope
Defines the slope angle to the depth axis. The Depth Slope box displays only if you select a
split type that supports slope. Values range from -89 to 89.

Edit Split Feature Ribbon

Reviews and modifies end features or components.
Properties
Opens a dialog box with properties for the selected feature. Allows you to review the
properties of the selected feature and change the value assigned to a property.

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 Insert Split

Move From
Defines the origin of the move vector. If you do not define a starting point, the current
location of the split is assumed to be the starting point.
Move To
Defines the termination point of the move vector.
Run
Specifies the name of the duct run associated with the split. This box displays the duct runs
associated with the split. You can select another run from the list if necessary.
<New Duct Run> displays the New Duct Run dialog box. Use this option to create a new
duct run.
<Select Graphically> allows you to select an existing run in a graphic view, or the
Workspace Explorer.
<Load More Runs> loads all the runs that belong to the parent system. This option is not
available after you load all the runs, or if the parent system contains less than 200 runs.
More displays the Select Duct Run dialog box. Use this option to select a duct run that is
associated with a different ducting system. For more information, see Select Duct Run
Dialog Box (on page 125).
Part
Defines the part assigned to the run and the end feature. Flanges on the transition or on the
turn can also be edited.
Depth slope
States the slope angle to the depth axis. Depth Slope is displayed only if you select a
reference data type that supports slope. Values range from -89 to 89.

What do you want to do?

▪ Insert a single split (on page 49)
▪ Insert multiple splits (on page 50)
▪ Modify a split feature (on page 50)
▪ Edit split properties (on page 50)

Insert a single split

1. Click Insert Split on the vertical toolbar.
2. Set Split Mode to Single Split.
3. Select the duct feature to split.
4. Select the Part that you want to use for connecting the two segments.
5. Click the duct run to precisely locate the point to insert the split, or click Position and
drag and release the part at its location.

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 Insert Split

6. Click Properties to further configure the split. You can complete this step at any time
during this procedure.
7. Click Finish when you are done.

Insert multiple splits

1. Click Insert Split on the vertical toolbar.
2. Select the Run to which you want the segments applied.
3. Set Split Mode to Multi Split.
4. Select the duct feature to split.
5. Select the Part that you want to use for connecting the new segments.
6. Type the Duct Length for the new segments.
7. Click Properties , to further configure the splits. You can complete this step at any time
during this procedure.
8. Click Finish when you are done.

Modify a split feature

1. Click Select .
2. Select Duct Features in the Locate Filter list.
3. Identify the split feature to change. Select the feature in a graphic view or in the Workspace
Explorer.
4. Using the options on the ribbon, change the feature to meet your needs.
5. If you need to reposition the feature, use Move From and Move To on the horizontal
ribbon.

Edit split properties

1. While inserting a split or flange on a straight feature in the model, click Properties on
the Insert Split horizontal ribbon.
2. On the General tab of the Duct Split Properties dialog box, select the parent duct run to
which the split will belong in the Duct Run box.
3. Set the type of split in the Part box.
4. For a rectangular flat flange, use the Width Slope and Depth Slope boxes to set the
orientation of the split.

Duct Split Feature Properties Dialog Box

Reviews or changes properties for the split feature in the duct run. To open this dialog box,
select the feature created by the split—not the duct run.

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 Insert Split

See Also
General Tab (Duct Split Feature Properties Dialog Box) (on page 51)
Cross Section Tab (on page 102)
Relationships Tab (on page 112)
Configuration Tab (on page 100)

General Tab (Duct Split Feature Properties Dialog Box)

Sets the general properties of the split.
Duct Run
Specifies the name of the duct run associated with the split. You can select another run from
the list if necessary.
<Load More Runs> loads all the runs that belong to the parent system. This option is not
available after you load all the runs, or if the parent system contains less than 200 runs.
More displays the Select Duct Run dialog box. Use this option to select a duct run that is
associated with a different ducting system. For more information, see Select Duct Run
Dialog Box (on page 125).
Insulation Material
Specifies the material of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software
automatically displays the corresponding material as per the specification.
HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Part
Specifies the part used to split the duct.
Depth Slope
States the slope angle to the depth axis. Depth Slope is displayed only if you select a
reference data type that supports slope. Values range from -89 to 89.

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SECTION 5

Insert Transition
Adjusts the duct to accommodate all possible combinations of change in shape. You can
create a transition feature only on an existing end feature or HVAC port. By inserting a transition
feature, you are changing a cross section in the duct routing. The software allows you to
manually place and modify a transition.

Insert Transition Ribbon

Creates duct transitions for possible combinations of change to shape, size, and orientation.
The contents of the ribbon depend on the feature that you select.
Properties
Opens the Transition Settings dialog box with properties for the inserted transition feature.
For more information, see Duct Transition Feature Properties Dialog Box (on page 57).
Start Transition
Click to identify the start point of the transition. If you do not define a starting point, the
software uses the current location of the object as the starting point.

Offset Transition
Click to identify the offset location for the transition.
Finish
Ends the placement of the transition feature. Click this button after you are satisfied with the
editing that you have completed.
Plane
▪ Plan Plane
Defines the work surface as the XY plane at the depth of the active end. You also can
press CTRL+1 to select this option.
▪ Elevation Plane: East-West ( Z Plane: X-Axis)
Defines the work surface as the XZ plane. You also can press CTRL+2 to select this
option.
▪ Elevation Plane: North-South ( Z Plane: Y-Axis)
Defines the work surface as the YZ plane. You also can press CTRL+3 to select this
option.
▪ Plane by Turn/Branch
Defines the work surface as the plane defined by an existing turn or branch. You select
the turn or branch to set the plane. You also can press CTRL+4 to select this option.
▪ Plane by Three Points

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Defines the work surface using three points that you define. You also can press
CTRL+5 to select this option.
▪ No Plane
Clears any work surfaces. The software does not project points that you place to any
plane. You also can press CTRL+6 to select this option.
▪ Width Plane
Defines the work surface along the width of the duct. This option is available when
Shape is defined as Rectangle or Flat Oval, and Type is defined as Turn or Miter
Turn.
▪ Depth Plane
Defines the work surface along the depth of the duct. This option is available when
Shape is defined as Rectangle or Flat Oval, and Type is defined as Turn or Miter
Turn.
Run
Defines the name of the duct run associated with the transition. If you select New Duct Run,
the New Duct Run dialog box opens. The New/Continue Run option automatically
activates the duct run of the selected feature.
Type
Defines the type of transition feature. Options include Straight Parallel, Straight Slanted,
Turn, and Miter Turn.
Shape
Defines the shape of the duct. You can change size and orientation, as needed. Options
include Rectangle, Round, and Flat Oval.
Width
Defines the width of the new rectangular or flat oval cross sections. Values stored in the
reference data determine the list of options. Also, you can enter an amount for the width.
Depth
Defines the depth of the transition feature. The Depth box displays for rectangular and flat
oval features. Values stored in the reference data determine the list of options. Also, you
can enter an amount for the depth but the amount must be less than or equal to the width.
Radius
Defines the corner radius of the feature. The Radius box displays only for rectangular
transitions. Values stored in the reference data determine the list of options. Also, you can
enter an amount for the radius.
Diameter
Defines the diameter for a circular transition feature.
Orientation
Defines the orientation of the duct run by specifying the angle between the local axis of the
duct run and the width axis. A value of 0 results in a duct run with the width horizontal and
the depth vertical. A value of 90 degrees results in the width vertical and the depth
horizontal. The value for an angle ranges from 0 to 360 degrees.

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 Insert Transition

Align
Defines the transition alignment. Options include Align Centerline, Align Top Left, Align
Top Right, Align Bottom Right, Align Bottom Left, Align Top Center, Align Right
Center, Align Bottom Center, Align Left Center, and Not Aligned.
Length
Defines the length of the transition.
Throat Radius
Defines the radius of the transition throat. The Throat Radius box displays only if the Type
option is set to Turn.

Lock
Turns on or off the lock for the angle constraint. The icons show the status of the lock (on or
off).
Angle
Defines the angle of the turn transition and is available for turn and miter turn transitions.
Miters
Defines the number of miters for the miter turn transition feature. The number of miters
returns to the default value whenever you modify the angle, either directly or indirectly. The
value can range from 1 to 99.

Edit Transition Feature Ribbon

Reviews and modifies transition features.
Properties
Opens a dialog box with properties for the selected feature. Allows you to review the
properties of the selected feature and change the value assigned to a property.
Move From
Defines the origin of the move vector. If you do not define a starting point, the current
location of the transition is assumed to be the starting point.
Move To
Defines the termination point of the move vector.
End
Defines which end of the transition you are modifying.

Plane
▪ Plan Plane
Defines the work surface as the XY plane at the depth of the active end. You also can
press CTRL+1 to select this option.
▪ Elevation Plane: East-West ( Z Plane: X-Axis)
Defines the work surface as the XZ plane. You also can press CTRL+2 to select this
option.

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 Insert Transition

▪ Elevation Plane: North-South ( Z Plane: Y-Axis)

Defines the work surface as the YZ plane. You also can press CTRL+3 to select this
option.
▪ Plane by Turn/Branch
Defines the work surface as the plane defined by an existing turn or branch. You select
the turn or branch to set the plane. You also can press CTRL+4 to select this option.
▪ Plane by Three Points
Defines the work surface using three points that you define. You also can press
CTRL+5 to select this option.
▪ No Plane
Clears any work surfaces. The software does not project points that you place to any
plane. You also can press CTRL+6 to select this option.
▪ Width Plane
Defines the work surface along the width of the duct. This option is available when
Shape is defined as Rectangle or Flat Oval, and Type is defined as Turn or Miter
Turn.
▪ Depth Plane
Defines the work surface along the depth of the duct. This option is available when
Shape is defined as Rectangle or Flat Oval, and Type is defined as Turn or Miter
Turn.
Type
Defines the transition type for the active end.
Shape
Defines the shape of the transition end. The shape you select determines the other controls
that display on the ribbon.

Rectangle
Width
Defines the width of the feature.
Depth
Defines the depth of the feature.
Radius
Defines the corner radius of a rectangular duct.

Round
Diameter
Defines the diameter of the feature.

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 Insert Transition

Flat Oval
Width
Defines the width of the feature.
Depth
Defines the depth of the feature.
Orientation
Defines the orientation of the transition end. A value of 0 results in a transition end with the
width horizontal and the depth vertical. A value of 90 degrees results in the width vertical
and the depth horizontal. The value for an angles ranges from 0 to 360 degrees.
Align
Defines the transition alignment. Options include Align Centerline, Align Top Left, Align
Top Right, Align Bottom Right, Align Bottom Left, Align Top Center, Align Right
Center, Align Bottom Center, Align Left Center, and Not Aligned.
Length
Defines the length of the transition end.

What do you want to do?

▪ Insert a transition feature (on page 56)
▪ Modify a transition feature (on page 56)
▪ Edit transition properties (on page 57)

Insert a transition feature

1. Click Insert Transition on the vertical toolbar.
2. Set the transition start point by selecting an end feature or nozzle connection port.
3. Set the transition offset point to determine the position of the offset cross section of the
transition feature.
4. If necessary, change the available options for the transition.

Modify a transition feature

1. Click Select .
2. Select Duct Features in the Locate Filter list.
3. Identify the transition feature to change. You can select the feature in a graphic view or in
the Workspace Explorer.
4. Using the options on the ribbon, change the feature to meet your needs.
5. If you need to reposition the feature, use Move From and Move To on the horizontal
ribbon.

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 Insert Transition

Edit transition properties

1. After selecting an end feature or nozzle to insert the transition feature, click Properties
on the Insert Transition ribbon.
2. On the General tab of the Transition Properties dialog box, choose the parent duct run for
your transition using the Duct Run box. Choosing More in this box allows you to choose
from all duct runs associated with the active system.
3. Set the values for Type, Length, Throat Radius, Angle, and Tightness in the appropriate
boxes, if necessary.
4. On the Cross Section tab of the Transition Properties dialog box, complete any
necessary adjustments to the shape and dimensions of the transition for the needed flow
rate.

Duct Transition Feature Properties Dialog Box

Allows you to review or change details that relate to general, configuration, cross section, and
relationship properties for the transition feature in the duct run.
See Also
General Tab (Duct Transition Feature Properties Dialog Box) (on page 57)
Cross Section Tab (on page 102)
Relationships Tab (on page 112)
Configuration Tab (on page 100)

General Tab (Duct Transition Feature Properties Dialog Box)

Displays while working with the Route Duct command to create or modify property values or
learn status information about a duct run.
Duct Run
Defines the duct run to which the transition is assigned.
Material
Defines the material from which the transition is manufactured.
Thickness
Defines the thickness of the transition material.
Insulation Material
Specifies the material of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software
automatically displays the corresponding material as per the specification.
HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.

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Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Type
Defines the type of transition.
Length
Defines the length of the transition.

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SECTION 6

Insert Inline Component

Places components that the software cannot place automatically during routing. When
inserting components, the software automatically splits the duct and adds the necessary
transitions. The Insert In-line Component command cannot place hoods, terminal boxes or
plenums, which are enclosures or chambers that contain gas at a higher pressure than the
surrounding atmosphere. You can place these components as equipment in the Furnishings and
Equipment task.

Insert Inline Component Ribbon

Specifies the options for placing an In-line component in the design.
Properties
Opens the Insert Component Settings dialog box. You can use this dialog box to define
properties of the component after you select a feature and specify a part. For more
information, see Insert Component Properties Dialog Box (on page 62).
Select Straight or End Feature
Select the duct, duct end, component port, or nozzle for the component that you are placing.
Part
Defines the component to insert from the catalog. The list includes the last ten names of
component parts that you have placed. The More option opens the Select Part dialog box
for browsing the catalog for the correct part.
Enter Insertion Point
Positions the component that you are placing along the duct that you selected. You can use
Tools > PinPoint and Tools > Point Along to define the precise location of the component
on the duct run.
Finish
Places the component in the duct run.
Run
Defines the name of the duct run with the component that you placed. The selection list
includes:
▪ Duct runs assigned to the parent system of the end feature or straight feature that you
selected
▪ More to allow you to browse the catalog for a different duct run
▪ New Duct Run to open the New Duct Run dialog box
▪ New/Continue Run to use the duct run of the end feature or straight feature that you
selected

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 Insert Inline Component

Name
Defines the occurrence name of the component that you are placing. The name can have a
maximum of 64 characters.
Flip
Changes the component port that is connected to the selected port.
Reference position
Defines the insertion point of the component by a particular port or by its origin.
Rotate
Rotates the component about the duct interactively around the feature axis.
Angle
Defines the angle for rotating the component about the duct.

Edit Inline Component Ribbon

Reviews and modifies in-line components.
Properties
Opens a dialog box with properties for the selected feature. Allows you to review the
properties of the selected feature and change the value assigned to a property.
Move From
Defines the origin of the move vector. If you do not define a starting point, the current
location of the in-line component is assumed to be the starting point.
Move To
Defines the termination point of the move vector.
Part
Defines the part assigned to the in-line component.
Name
Defines the occurrence name of the component that you are placing.

Flip
Changes the component port that is connected to the selected port. If you are modifying a
tee, or other tee-type branch into a length of duct or between two other components, only
the inline ports of the component are available. However, if you insert the same component
at the end of a duct or at a nozzle, all component ports are available.
Rotate
Rotates the component about the duct interactively around the feature axis.
Angle
Defines the angle for rotating the component about the duct.

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 Insert Inline Component

Select Part Dialog Box

Allows you to access the HVAC parts node and browse the Catalog for the part that you want to
assign to the component. If you select a straight feature, end feature, nozzle, or component port
while placing an in-line component, and then click More in the Part box on the ribbon bar. The
Select Part dialog box opens.

What do you want to do?

▪ Insert an inline component (on page 61)
▪ Modify an Inline component feature (on page 61)
▪ Edit component properties (on page 62)
▪ Modify component weight attributes (on page 62)

Insert an inline component

1. Click Insert In-line Component on the vertical toolbar.
2. Select a straight feature, end feature, branch, turn, nozzle, or component port at the location
to place the inline component.
3. Select a part in the Part box; or click More to browse the catalog for the part.
4. On the Select Part dialog box, click the part to place.
5. After you select an inline component, click OK on the Select Part dialog box.
6. Click the location to place the inline component.
When you select an end feature, the component appears automatically at the end
feature point, and you can omit the following step.
7. Click Reference Position to select the component or origin to insert along the duct run.
8. Use the Flip and Rotate buttons to align the component precisely.
9. Check the value in the Angle box, and complete any needed adjustments. The Angle box
reflects the absolute oriented value.

Modify an inline component feature

1. Click Select .
2. Select Duct Features in the Locate Filter list.
3. Identify the inline feature to change. You can select the feature in a graphic view or in the
Workspace Explorer.
4. Using the options on the ribbon, change the feature to meet your needs.
5. If you need to reposition the feature, use Move From and Move To on the horizontal
ribbon.

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 Insert Inline Component

Edit component properties

1. Click Properties on the horizontal ribbon during the insertion of the component.
2. On the General tab of the Properties dialog box, select a parent duct run for the component
in the Duct Run box.
3. Type the name of the component in the Name box.
4. On the Placement tab of the Properties dialog box, type the needed rotation angle and
reference position in the appropriate boxes. If the selected component is surface-mounted,
also select a value in the Mounting Reference and Mounting Offset Distance boxes.

Modify component weight attributes

1. Click Select , and then click on the duct part.
-OR-
Click Select , and set a filter to select the duct part.
2. Open the duct part Properties page.
-OR-
If you selected a duct feature, open its Properties page, click the Relationships tab, select
Base Part in the Type box, and click Go To.
3. Enable Dry WCG Origin and Wet WCG Origin by clicking the Occurrence tab and setting
the category to Weight and CG.
4. Select Defined in the Dry WCG Origin or Wet WCG Origin fields. Do not select Compute;
you will be unable to edit the weight attributes.
5. Key in the required values for the following fields: Dry Weight, Wet Weight, Dry CogX, Dry
CogY, Dry CogZ, Wet CogX, Wet CogY, Wet CogZ. You can select dry weight, wet
weight, or both.
6. Click OK on the Properties page.

Insert Component Properties Dialog Box

Specifies the properties of in-line duct components.
See Also
General Tab (Insert Component Properties Dialog Box) (on page 62)

General Tab (Insert Component Properties Dialog Box)

Creates or modifies property values or displays status information about an object. The
properties that display depend on the reference data defined for the object. For more
information, see the HVAC Reference Data Guide available from the Help > Printable Guides
command in the software.

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 Insert Inline Component

Duct Run
Specifies the name of the duct run associated with the feature. You can select another run
from the list if necessary.
<Load More Runs> loads all the runs that belong to the parent system. This option is not
available after you load all the runs, or if the parent system contains less than 200 runs.
More displays the Select Duct Run dialog box. Use this option to select a duct run that is
associated with a different ducting system. For more information, see Select Duct Run
Dialog Box (on page 125).
Insulation Material
Specifies the material of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software
automatically displays the corresponding material as per the specification.
HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Name
Displays the name assigned to the in-line component.
Part
Displays the part description assigned to the in-line component.
Number of Vanes
Defines the number of vanes used for branches during routing. To add the weight and
center of gravity of the branches vanes in the branches feature calculations, assign the
values for the duct material and thickness of the branches feature as the values for the vane
material and thickness equals (that is, these values are equal). The range of values for
Number of Vanes includes non-negative integers.
Vane Length
Defines the length of the specified vanes.

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SECTION 7

Insert Surface Mount Component

Places a surface-mounted component at the location and rotation that you specify. This type
of component attaches to the duct wall.

Insert Surface Mount Component Ribbon

Places a component on the surface of a duct in the design.
Properties
Opens the Insert Surface Mount Component Properties dialog box. You can use this
dialog box to define specifications of the surface-mounted component after you select a
feature and specify a part. For more information, see Insert Surface Mount Component
Properties Dialog Box (on page 66).
Select Feature
Allows you to select the straight feature or turn for the surface-mounted component that you
are placing.
Component Part
Defines the surface-mounted component to insert from the catalog. The list includes the last
10 names of surface-mounted component parts that you have placed. The More option
opens the Select Part dialog box for browsing the catalog for the correct part.

Enter Insertion Point

Positions the surface-mounted component that you are placing along the duct that you
selected. You can use Tools > PinPoint and Tools > Point Along to define the precise
location of the surface-mounted component on the duct run.
Finish
Places the surface-mounted component in the duct run.
Reference position
Defines the insertion point of the surface-mounted component by a particular port or by its
definition origin. If you have not selected a component, the only available option is Origin.
Mount
Defines a reference point on the duct surface for defining the position of the surface-
mounted component. A palette menu provides the following options: top surface, left side;
top surface, center; top surface, right side; bottom surface, left side; bottom surface, center;
bottom surface, right side; left surface, top side; left surface, center; left surface, bottom
side; right surface, top side; right surface, center; and right surface, bottom side.
For round and flat oval cross sections, the corner (left/right/top/bottom side) references are
mapped to the curved portion of the cross section shape at a point 45 degrees from the start
or end of the cross section curve.

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 Insert Surface Mount Component

Offset
Defines the offset distance of the mount point for the surface-mounted component from the
mounting reference.
Name
Defines the occurrence name of the surface-mounted component that you are placing.
Rotate
Rotates the surface-mounted component about the duct interactively around the feature
axis.
Angle
Defines an angle for rotating the surface-mounted component about the duct.

Edit Surface Mount Component Ribbon

Reviews and modifies surface-mounted components.
Properties
Opens a dialog box with properties for the selected surface-mounted component feature.
Allows you to review the properties of the selected feature and change the value assigned to
a property.
Move from
Defines the origin of the move vector. If you do not define a starting point, the current
location of the end feature is assumed to be the starting point.
Move to
Defines the termination point of the move vector.
Component part
Defines the part assigned to the surface-mounted component. The list includes the last 10
names of surface-mounted component parts that you have placed. The More option opens
the Select Part dialog box for browsing the catalog for the correct part.
Mount
Defines a reference point on the duct surface for defining the position of the surface-
mounted component. A palette menu provides the following options: top surface, left side;
top surface, center; top surface, right side; bottom surface, left side; bottom surface, center;
bottom surface, right side; left surface, top side; left surface, center; left surface, bottom
side; right surface, top side; right surface, center; and right surface, bottom side.
For round and flat oval cross sections, the corner (left/right/top/bottom side) references are
mapped to the curved portion of the cross section shape at a point 45 degrees from the start
or end of the cross section curve.
Offset
Defines the offset distance of the mount point for the surface-mounted component from the
mounting reference.
Name
Defines the occurrence name of the surface-mounted component that you are placing.

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 Insert Surface Mount Component

Rotate
Rotates the surface-mounted component about the duct interactively around the feature
axis.
Angle
Defines the angle for rotating the component about the duct.

What do you want to do?

▪ Insert a surface-mounted component (on page 66)
▪ Modify a surface-mounted component (on page 66)

Insert a surface-mounted component

1. Click Insert Surface Mount Component on the vertical toolbar.
2. Select the duct on which to insert the surface-mounted component.
3. Select a surface-mounted component from the Component part list, or choose More to
browse the catalog for the part that you need.
4. Set the other options on the ribbon bar to meet your needs.
5. Select the location on the duct for the surface-mounted component.

Modify a surface-mounted component

1. Click Select .
2. Select Duct Features in the Locate Filter list.
3. Identify the surface-mounted component to change. You can select the component in the
graphic view or in the Workspace Explorer.
4. Using the options on the ribbon, change the component to meet your needs.
5. If you need to reposition the component, use Move From and Move To on the
horizontal ribbon.

Insert Surface Mount Component Properties Dialog

Box
Displays general and placement properties for the surface-mounted component in a duct run.
See Also
General Tab (Insert Surface Mount Component Properties Dialog Box) (on page 67)
Placement Tab (Insert Surface Mount Component Properties Dialog Box) (on page 67)

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 Insert Surface Mount Component

General Tab (Insert Surface Mount Component Properties

Dialog Box)
Allows you to set options for adding a surface-mounted component into a duct run.
Duct Run
Specifies the name of the duct run associated with the surface-mounted component. You
can select a different run from the list if necessary.
<Load More Runs> loads all the runs that belong to the parent system. This option is not
available after you load all the runs, or if the parent system contains less than 200 runs.
More displays the Select Duct Run dialog box. Use this option to select a duct run that is
associated with a different ducting system. For more information, see Select Duct Run
Dialog Box (on page 125).
Name
Defines the name of the surface-mounted component.
Part
Defines the part number of the component part.

Placement Tab (Insert Surface Mount Component Properties

Dialog Box)
Sets options for adding a surface-mounted component into a duct run.
Component Reference
Defines the origin or the port to place the surface-mounted component. By its design, a
surface-mounted component has port 1, its origin, and port 2 on the positive x-axis of the
symbol definition.
Mount Reference
Defines a point of reference along a feature for the offset position and other positioning
calculations.
Mount Offset
Defines the offset distance between the duct run and the surface-mounted component that
you are placing. The properties return to the same state for the orientation, angle, length,
offset, turn type, and turn radius gadgets.
Rotation Angle
Defines the number of degrees in the angle that you want to route around the
surface-mounted component. The command allows you to graphically rotate the component
around the feature axis.

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SECTION 8

Generate Spools
Allows you to define the spooling parameters for the ducting objects and planning blocks. In
turn, these spools drive orthographic drawings and MTO reports. MTO is the material take-off
report, also called a bill of materials.
Use the control point subtype Duct Break Point to identify spools, and then use the Generate
Spools options to identify how you want the software to react to the control points. After
spooling, you can view the spools on the Assembly tab in the Workspace Explorer.

What do you want to do?

▪ Create a duct spool (on page 71)
▪ Delete a duct spool (on page 72)
▪ Edit duct spool properties (on page 72)

Using Duct Spools

Duct spools are collections of specified duct parts or assembly blocks that can be used to create
an orthographic drawing and to drive an MTO (material take-off report). The software creates
spools, or fabrication assemblies, by breaking an HVAC system into pieces that you specify with
duct break points, a new type of control point.
Only parts whose Fabrication Requirement is set to By Fabricator are included in the
spool.
If the duct parts are not properly connected, separate spools will be created. The spool
hierarchy relationship is created between the spool and the duct parts.
After generating the spools, the software stores them in the model database and displays the
spools on the Assembly tab in the Workspace Explorer. Also, the duct or assembly block
becomes the parent object of the new spools. This process allows spools to be named
according to the duct or assembly block and keeps track of spools that may be out-of-date,
based on the modification date of the parent object.

Naming Rules
The software uses a naming rule to give each spool a unique name. The default spool name
contains a prefix based on the spool parent and a mark number. The mark number ensures that
the spool name is unique and provides a sequencing of spools within a spool parent. You can
also modify the naming rules to match your company needs. In addition, you can interactively
change the name of a spool by selecting it, displaying the Properties dialog box, and typing a
different name.
For more information about naming rules, see the Smart 3D Reference Data Guide available
from the Help > Printable Guides command.

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 Generate Spools

Where Spools Break

You place control points at connection objects using Insert > Control Point to break spools
along the duct run. Be sure to select the Subtype to Duct Break Point. You have the option to
break only at control points, break at control points and intrinsic breaks, or to ignore control
points.

Spools also break because of non-connected parts and because of parts whose Fabrication
Requirement is not By Fabricator.

Changing the Spooling Basis

You can base your spools on duct runs or planning blocks. If you need to change the spooling
basis after spooling has begun, for best results, delete any existing spools, change the spooling
basis, and then create new spools using the new spooling basis. For ducting, the spooling basis
is an option on the dialog box and it is not defined in the catalog.

Specifying Oversized Spools

At creation time, the software checks the size of each spool against the maximum length, height,
and width spool dimensions that you specify. These dimensions are changed on the dialog box
as they are not in the catalog.
The software marks spools that exceed the maximum size as oversized so that the designer can
insert additional breaks as needed. This check helps to ensure the spools that require dipping in
a tank for galvanization, descaling and pickling, and so forth fit in the immersion tank. Also,
spools can be marked oversized that are too large to fit in fabrication equipment such as
bending machines or annealing ovens, or are too large for shipping. You can check for
oversized spools in the following ways:
▪ View the Assembly tab of the Workspace Explorer. The icon for an oversized spool
contains a red X, .
▪ Click File > Define Workspace and view the Assembly tab on the Filter Properties dialog
box. Again, the icon for an oversized spool contains a red X, .
▪ View the Properties dialog box for the spool. The Spool Oversized Flag property on the
Occurrence tab is set to True if the spool is oversized.

Updating Spools
The software uses a detailed change management routine that prevents existing spools from
being arbitrarily renumbered. When a duct run, duct system, or block is re-spooled, only the
portion of the duct run, duct system, or block that changed is impacted by the changes to its
spools. New spools are only created as needed and existing spools do not lose their numbers
(even if the result is that the numbers are now out of sequence within the duct run). Existing
spools are only deleted as required. This change management ensures that spools are not
needlessly modified and that spool sheets are not marked as being out-of-date unless that is
absolutely the case.
Change management can be turned on and off using the Delete Existing Spools option on
Options Tab (Duct Spool Generation Dialog Box) (on page 70). The default option is off (False).

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 Generate Spools

Deleting Spools
You can delete spools by selecting them on the Assembly tab of the Workspace Explorer and
then clicking Delete . The duct parts that were assigned to the deleted spool are reassigned
to the deleted spool assembly's parent object. In addition, the software automatically deletes a
spool when the last part in the spool is deleted. Parts that were assigned to the deleted spool
are automatically reassigned to the deleted spool's parent object in Workspace Explorer. The
software automatically deletes a spool when the last part in the spool is deleted.
See Also
Generate Spools (on page 68)

Duct Spool Generation Dialog Box

Allows you to specify the Ducting System and planning block that you want to spool.
OK
Processes the selected object into spools using the options that you specify.
Cancel
Exits the dialog box.
See Also
Spooling Tab (Duct Spool Generation Dialog Box) (on page 70)
Options Tab (Duct Spool Generation Dialog Box) (on page 70)
Log Tab (Duct Spool Generation Dialog Box) (on page 71)

Spooling Tab (Duct Spool Generation Dialog Box)

Lists the systems from which you can select objects for spooling.

Options Tab (Duct Spool Generation Dialog Box)

Lists the properties and values of the spool.
Spooling Basis
Lists the type of objects to be spooled. In plant mode, the only option is Ducting System. In
marine mode, you also have the option to spool by Block.
Naming Rule
Specifies the naming rule for spools.
Delete Existing Spools
Choose False to maintain the existing spool objects. False is the default option. Choose
True to delete the existing spool objects and create new spool objects to replace them.
Maximum Length
Provides the maximum length of a spool for oversizing calculation purposes.
Maximum Width
Provides the maximum width of a spool for oversizing calculation purposes.

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 Generate Spools

Maximum Height
Provides the maximum height of a spool for oversizing calculation purposes.
Spool Break By Control Point
Specifies how spools should break.
▪ Ignore Control Points - Ignores the control points during spooling and uses intrinsic or
natural breaking points.
▪ Break at Control Points - Breaks at the normal intrinsic line break and at control
points.
▪ Break Only at Control Points - Breaks only at control points, and disregards any
intrinsic line breaks.
You place control points using the Insert > Control Point command. Set the control point
Subtype to Duct Break Point.

Log Tab (Duct Spool Generation Dialog Box)

Displays a log of the duct spooling process. To open the log go to %temp% and locate
spool.log.
Before
Lists all the spools that existed in the model before you ran the last spooling process. This is
the same list of spools that displays if you select this tab before processing spools. Expand
this selection to see a list of existing spools. If no spools exist, you will see this logo:
.

To Do List
Lists spools that have objects in the To Do List. The spools cannot be created until you fix
the objects on the To Do List. Click View > To Do List (or press CTRL+T) to view the To
Do List.

Modified
Lists all the spools that were modified during the last spooling process. Expand this
selection to see a list of the modified spools.
New
Lists all the spools that were created during the last spooling process. Expand this selection
to see a list of the new spools.
Clicking a spool, ducting system, or duct part in these lists highlights it in the model.

Create a duct spool

1. Select a duct connection, and then click Insert > Control Point.
a. Set Type to Control Point.
b. Set Subtype to Duct Break Point.
2. Place the control point(s) for spooling the system.

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 Generate Spools

3. Click Generate Spools on the vertical toolbar.

a. Select the Ducting System or Planning Block on the Spooling tab.
b. Select the options you want to use on the Options tab.
4. Click OK.
5. Select the Log tab, and review the options listed there.

Delete a duct spool

1. On the vertical toolbar, click Select .
2. In the Locate Filter, select Duct Spools.
3. Select the Assembly tab of the Workspace Explorer.
4. Select the spool to delete.
5. Click Delete . Parts that were assigned to the deleted spool are automatically reassigned
to the deleted spool's parent object in Workspace Explorer.

Edit duct spool properties

1. Select a duct spool in the Workspace Explorer, or set the filter to Duct Spools and select
the spool in the model.
2. Click Edit > Properties.
3. Edit the properties as necessary.

Duct Spool Properties Dialog Box

Displays information about the selected duct spool. To select a duct spool, right-click the spool
(in the Workspace Explorer or in the model) and select Properties.
See Also
Occurrence Tab (Duct Spool Properties Dialog Box) (on page 72)
Relationships Tab (on page 112)
Configuration Tab (on page 100)

Occurrence Tab (Duct Spool Properties Dialog Box)

Displays instance-specific information about the spool.
Category
Select the properties that you want to view for the object. Currently, only Standard
properties are available for spools.

Standard
Displays all the occurrence properties for the spool as defined in the reference data.

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 Generate Spools

Name
Specifies the name of the spool.
Name Rule
Displays how the object was named. If set to Default Name Rule, the software named the
object using the default naming rule of <ducting system>_Spool<sequence number>. For
example, DuctingSystem-03-0001_Spool1 is the first spool of ducting system 03-0001. If set
to User Defined, you, or someone else, named the object manually.
Sequence ID
Displays the spool sequence ID.
Spool Oversize Flag
Displays True if the spool is oversized. Displays False if the spool is not oversized. The
spool size is set on the Options Tab (Duct Spool Generation Dialog Box) (on page 70).

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SECTION 9

Quick Route
Joins two existing duct segments in the model. You can connect the duct segments by
selecting an end feature, a nozzle, a straight feature, or a surface mounted component such as
a hole. The software displays all possible route paths between the selected from and to points.

Path Options
The software displays only the applicable path options based on the location and orientation of
the selected end points in the model. The default option is Join Direct . The software
remembers the last used path and sets it as the default option for the next operation. However, if
the last used path is not applicable, the default option is reverted to Join Direct .
The software always computes the paths along the active co-ordinate axes.
Same axis: If both from and to end points lie along the same axis, then the software displays
only Join Direct .

Same plane: If the from and to end points exist in the same plane, then the software displays
the following options:
XY Plane:

XY

YX

Join Direct

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 Quick Route

YZ Plane:

YZ

ZY

Join Direct

ZX Plane:

XZ

ZX

Join Direct

Different planes: If the from and to end points exist in different planes, then the software
displays the following options:

XYZ Y-ZX

XZY Z-XY

YZX YZ-X

YXZ ZX-Y

ZXY XY-Z

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 Quick Route

ZYX Join Direct

X-YZ

Minimum Distance Between End Points

Make sure to maintain a minimum distance between the two end points along each axis to avoid
skews. The distance between the from and to end points should facilitate proper placement of
the turn features. Insufficient distance might cause skews. The minimum distance is based on
the dimensions of the selected route objects.

Fast Compute
In fast compute mode, the elbows or turns computed graphics are not rendered while in dynamic
display. By default, the software does not use fast compute mode to dynamically display the
computed graphics.

Fast Compute turned off Fast Compute turned on

Navigating the Path Options

When you hover the mouse on a path option, the software dynamically displays the computed
graphics for that path option. You can also press Tab or use the mouse scroll-wheel to navigate
across the path options. Alternatively, you can also use the arrow keys to navigate. As you
navigate, the software dynamically updates and displays the graphics.

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 Quick Route

Default Values
Quick Route uses the default values from Defaults Tab (Duct Properties Dialog Box). For
more information, see Defaults Tab (see "Defaults Tab (Duct Properties Dialog Box)" on page
115).

Quick Route Duct Ribbon

Join From
Specifies the starting end point.
Join To
Specifies the terminating end point.

Path Options
Displays all possible route path options to join the two end points. The first path option
displayed on the menu is the default option.
The software always computes the paths along the active co-ordinate axes.

▪ Join Direct - Joins the from and to end points directly with a one-segment run,
irrespective of the axes.

▪ XY - Joins the from and to end points with the first segment run along the X-axis
(E-axis), and then with the second segment along the Y-axis (N-axis).
▪ YX - Joins the from and to end points with the first segment run along the Y-axis,
and then with the second segment along the X-axis.
▪ YZ - Joins the from and to end points with the first segment run along the Y-axis,
and then with the second segment along the Z-axis (El-axis).
▪ ZY - Joins the from and to end points with the first segment run along the Z-axis,
and then with the second segment along the Y-axis.
▪ XZ - Joins the from and to end points with the first segment run along the X-axis,
and then with the second segment along the Z-axis.

▪ ZX - Joins the from and to end points with the first segment run along the Z-axis,
and then with the second segment along the X-axis.
▪ X-YZ - Joins the from and to end points with the first segment run along the X-axis,
and then with the second segment along the YZ plane.
▪ Y-ZX - Joins the from and to end points with the first segment run along the Y-axis,
and then with the second segment along the ZX plane.
▪ Z-XY - Joins the from and to end points with the first segment run along the Z-axis,
and then with the second segment along the XY plane.
▪ YZ-X - Joins the from and to end points with the first segment run along the YZ
plane, and then with the second segment along the X-axis.

▪ ZX-Y - Joins the from and to end points with the first segment run along the ZX
plane, and then with the second segment along the Y-axis.

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 Quick Route

▪ XY-Z - Joins the from and to end points with the first segment run along the XY
plane, and then with the second segment along the Z-axis.
▪ XYZ - Joins the from and to end points with the first segment run along the X-axis,
the second segment run along the Y-axis, and the third segment run along the Z-axis.
▪ XZY - Joins the from and to end points with the first segment run along the X-axis,
the second segment run along the Z-axis, and the third segment run along the Y-axis.
▪ YZX - Joins the from and to end points with the first segment run along the Y-axis,
the second segment run along the Z-axis, and the third segment run along the X-axis.
▪ YXZ - Joins the from and to end points with the first segment run along the Y-axis,
the second segment run along the X-axis, and the third segment run along the Z-axis.
▪ ZXY - Joins the from and to end points with the first segment run along the Z-axis,
the second segment run along the X-axis, and the third segment run along the Y-axis.

▪ ZYX - Joins the from and to end points with the first segment run along the Z-axis,
the second segment run along the Y-axis, and the third segment run along the X-axis.
Finish
Places a run along the selected route path.
Run
Displays existing duct runs along with the <New Duct Run>, <New/Continue Run>,
<Select Graphically> and More options.
▪ <New Duct Run> - Displays the New Duct Run dialog box. Use this option to create a
new duct run to route. If a new duct run is created, all runs associated with the system
parent selected on the New Duct Run dialog box display in the list.
▪ <New/Continue Run> - Extends an existing duct run if you select the end feature of
that duct run. If a run is continued, all runs associated with the system parent of the
continued run display in the list. If you do not select an end feature, the New Duct Run
dialog box is displayed to create a duct run. For more information, see New Duct Run
Properties Dialog Box (on page 42).
▪ <Select Graphically> - Selects an existing duct run in a graphic view or in the
Workspace Explorer.
More - Displays the Select Duct dialog box. Use this option to select a duct run that is
associated with a different system parent. For more information, see Select Duct Run Dialog
Box (on page 125).
Fast Compute
Specifies whether the software must render complete computed graphics.

What do you want to do?

▪ Join two existing ducts (on page 79)
▪ Join two existing ducts at a branch point (on page 79)
▪ Join two existing ducts at a nozzle (on page 80)

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 Quick Route

Join two existing ducts

1. Click Quick Route on the vertical toolbar.
2. Select an end feature from which to extend the duct.
3. Select a terminating end feature or a nozzle.
The software displays all possible path options based on the location of the selected
features. You can navigate through the path options and view the dynamic computed
graphics.
4. On the Path Options menu, select an option that you want. You can click the option or
press Enter to confirm your selection.
By default, the software considers the highlighted option as your selection.
5. If necessary, select an appropriate run from the Run drop-down list, or proceed to Step 6.
▪ Select <Select from D&ID> to select a run from the P&ID.
▪ Select <Select Graphically> to select an existing run in a graphic view or in the
Workspace Explorer.
▪ Select <New Duct Run> to create a new duct run to route. For more information, see
New Duct Run Properties Dialog Box (on page 42).
▪ Select More... to select a duct run that is associated with a different duct system. For
more information, see Select Duct Run Dialog Box (on page 125).
6. Click Finish.
The software joins the two end points along the selected path.
If the selected path results in skews, then the software prompts you with a
warning message.
a. Click No to undo the current path selection.
b. Select another path option, and then click Finish.
7. Continue quick routing, or right-click to exit the command.
See Also
Join two existing ducts at a branch point (on page 79)

Join two existing ducts at a branch point

1. Click Quick Route on the vertical toolbar.
2. Select an end feature or a duct port from which to extend the duct run.
3. Select a terminating straight feature or header run.
The software displays all possible path options based on the location of the selected
features. You can navigate through the path options and view the dynamic computed
graphics.
4. On the Path Options menu, select an option that you want. You can click the option or
press Enter to confirm your selection.

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 Quick Route

By default, the software considers the highlighted option as your selection.

5. If necessary, select an appropriate run from the Run drop-down list, or proceed to Step 6.
▪ Select <Select from D&ID> to select a run from the P&ID.
▪ Select <Select Graphically> to select an existing run in a graphic view, or the
Workspace Explorer.
▪ Select <New Duct Run> to create a new duct to route. For more information, see New
Duct Run Properties Dialog Box (on page 42).
▪ Select More... to select a pipe run that is associated with a different duct system. For
more information, see Select Duct Run Dialog Box (on page 125).
6. Click Finish.
The software joins the two end points along the selected path.
If the selected path results in skews, then the software prompts you with a
warning message.
a. Click No to undo the current path selection.
b. Select another path option, and then click Finish.
7. Continue quick routing, or right-click to exit the command.
See Also
Join two existing ducts (on page 79)

Join two existing ducts at a nozzle

1. Click Quick Route on the vertical toolbar.
2. Select an end feature or a duct nozzle from which to extend the duct run.
3. Select a terminating duct nozzle.
The software displays all possible path options based on the location of the selected
features. You can navigate through the path options and view the dynamic computed
graphics.
4. On the Path Options menu, select an option that you want. You can click the option or
press Enter to confirm your selection.
By default, the software considers the highlighted option as your selection.
5. If necessary, select an appropriate run from the Run drop-down list, or proceed to Step 6.
▪ Select <Select from D&ID> to select a run from the P&ID.
▪ Select <Select Graphically> to select an existing run in a graphic view or in the
Workspace Explorer.
▪ Select <New Duct Run> to create a new duct to route. For more information, see New
Duct Run Properties Dialog Box (on page 42).
▪ Select More... to select a duct run that is associated with a different duct system. For
more information, see Select Duct Run Dialog Box (on page 125).
6. Click Finish.

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 Quick Route

The software joins the two end points along the selected path.
If the selected path results in skews, then the software prompts you with a
warning message.
a. Click No to undo the current path selection.
b. Select another path option, and then click Finish.
7. Continue quick routing, or right-click to exit the command.
See Also
Join two existing ducts (on page 79)

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SECTION 10

Disconnect Command
Tools > Utilities > Disconnect (CTRL+ALT+D)
Use this command to disconnect a section of route network, and modify its topology without
disturbing the rest of the network. The software disconnects the selection at boundary
connections, and deletes any mating parts and transitions at the boundaries. The software also
removes all the relationships of the selection with the rest of the network.
We recommend that you reconnect objects after modifying the selection, to avoid topological
errors.
You can disconnect the following objects:
▪ a duct run
▪ a set of duct features
▪ a feature such as a turn feature, a component type along leg feature, or a straight feature.

Permission Group (PG), Approval Status, and Global Workshare Conditions

If you select route objects that belong to a permission group (PG) to which you have full control
permission, the software disconnects the selected objects at boundary connections. You can
also disconnect at a PG boundary connection if you do not have access to one side of the
connection. But, you must have full control permissions to the objects that you select for
disconnection.
If an object at the other end of the boundary connection is in a non-working approval state, the
software generates a To Do Record for that object. Also, the software generates a To Do
Record if the non-working object is in a different workshare location.

Limitations
▪ You cannot disconnect a branch feature, or an end feature.
▪ To disconnect a feature on a leg, you must have full control permission to that leg.
▪ If the selection includes equipment, the software does not disconnect the selection from the
equipment nozzle.
▪ You cannot disconnect a surface-mounted component.
For more information on how the software disconnects objects at boundary connections, see
Disconnecting duct runs using Move (on page 87).

What do you want to do?

▪ Disconnect a duct run (on page 83)
▪ Disconnect a set of duct features (on page 84)
▪ Disconnect a duct feature (on page 85)

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 Disconnect Command

Disconnect a duct run

1. Click Select on the vertical toolbar.
2. In the Locate Filter, select Duct Runs.
3. Select a duct run from the Graphic View or the Workspace Explorer.

4. Click Tools > Utilities > Disconnect.

The software disconnects the selection, and prompts you to view the disconnection log.
5. Click Yes to view the log.
A log file displays the disconnection details.

The software disconnects the duct run from the rest of the network, and deletes any
mating parts or transitions at the boundary connections. The software also removes the
relationships between the duct run and the rest of the network.
Press CTRL+Z, or click Edit > Undo Disconnect. You can also use Undo Disconnect
on the main ribbon bar.

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 Disconnect Command

Disconnect a set of duct features

1. Click Select on the vertical toolbar.
2. In the Locate Filter, select Duct Features.
3. Select the features from the Graphic View or the Workspace Explorer.
Use SHIFT+SELECT to select multiple features. You can also use the Route Selection
Commands (on page 46).

4. Click Tools > Utilities > Disconnect.

The software disconnects the selection, and prompts you to view the disconnection log.
5. Click Yes to view the log.
A log file displays the disconnection details is displayed.

The software disconnects the selection from the rest of the network, and deletes any
mating parts or transitions at the boundary connections. The software also removes the
relationships between the selection and the rest of the network.
Press CTRL+Z, or click Edit > Undo Disconnect. You can also use Undo Disconnect
on the main ribbon bar.

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 Disconnect Command

Disconnect a duct feature

1. Click Select on the vertical toolbar.
2. In the Locate Filter, select Duct Features.
3. Select a feature from the Graphic View or the Workspace Explorer.

4. Click Tools > Utilities > Disconnect.

The software disconnects the selection, and prompts you to view the disconnection log.
5. Click Yes to view the log.
A log file displays the disconnection details.

The software disconnects the feature from the rest of the network, and deletes any
mating parts or transitions at the boundary connections. The software also removes the
relationships between the feature and the rest of the network.
Press CTRL+Z, or click Edit > Undo Disconnect. You can also use Undo Disconnect
on the main ribbon bar.

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APPENDIX A

Appendix: Moving at Boundary

Connections
If you move a section of a duct network, the software modifies and disconnects the duct network
as necessary to maintain the ducting system design intent.
See Also
Connecting duct runs using Move (on page 86)
Disconnecting duct runs using Move (on page 87)

Connecting duct runs using Move

To connect two duct runs using Move :
▪ For inline connections, the two duct run ends must be collinear to each other.
▪ For branch connections, the header and branch runs must be orthogonal to each other.
▪ There should be sufficient space at the connection to accommodate the connecting part. If
the space is not sufficient the software does not make a connection and displays a message
suggesting to connect the duct runs manually.
▪ The software consumes the first available straight feature of the moved duct run to
accommodate the connection thickness, such as a mating part.
▪ In a partial move, if the connection results in an overlap the software connects the two ends
with a To Do Record while maintaining the connectivity.
▪ If there is no space to accommodate the mating part, the software does not connect the two
ends and displays a message suggesting that you connect them manually.

Inline Connection
No. Route Object Approval Status Permission Group Access

1 Duct run A Working Full control/ Write

2 Duct run B Working Full control/ Write

3 Reducer connecting duct runs A and B

Result: The software connects the duct runs A and B using a system-generated transition. Reduction in duct run B length = length
of the transition.

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 Appendix: Moving at Boundary Connections

Branch Connection
No. Route Object Approval Status Permission Group Access

1 Header run Working Full control/ Write

2 Branch run Working Full control/ Write

3 Horizontal tee connection associated with the header

Result: The software connects the header and branch runs at the tee end feature.

Disconnecting duct runs using Move

When you move a duct run away, the software disconnects all the associated boundary
connections. If you move a header run that is connected to an open-ended branch run, the
branch run follows the header run. If the branch run does not have a free end, the software
disconnects the branch from the header.
If a selection is restricted by adjacent features, use Disconnect to disconnect that selection,
and then use Move to move the selection without disturbing the rest of the network. For
more information see, Disconnect Command (on page 82).
See Also
Duct run to duct run connections (on page 88)
Header to branch connections (on page 90)
Connecting duct runs using Move (on page 86)

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 Appendix: Moving at Boundary Connections

Duct run to duct run connections

No. Route Object Approval Status Permission Group Access

1 Duct run A Working Full control/ Write

2 Duct run B Non-working -

Result: The software disconnects duct run A. You can reconnect it using Move .

Route Object Approval Status Permission Group Access

No.

1 Duct run A Working Full control/ Write

2 Duct run B Non-working -

3 Reducer associated with duct run A

Result: The software disconnects duct run A. You can reconnect it using Move .

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 Appendix: Moving at Boundary Connections

No. Route Object Approval Status Permission Group Access

1 Duct run A Working Full control/ Write

2 Duct run B Non-working -

3 Reducer associated with duct run B

Result: The software disconnects duct run A.

No. Route Object Approval Status Permission Group Access

1 Duct run A Working Full control/ Write

2 Duct run B Non-working -

3 In-line component associated with duct run B

Result: The software disconnects duct run A, and the tee.

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 Appendix: Moving at Boundary Connections

Header to branch connections

No. Route Object Approval Status Permission Group Access

1 Header run Non-working -

2 Branch run Working Full control/ Write

3 Tee associated with header run

Result: The software disconnects the branch run and header run, but does not delete the tee. You
can reconnect the branch run using Move .

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APPENDIX B

Appendix: Deleting at Boundary

Connections
If you delete a duct run that is connected to another duct run or to equipment the software
deletes all associated boundary connections. Also, if you delete a header run, or a branch run,
the software deletes all associated connections between the header and branch run.
The software deletes the mating parts if they are in working state. If the mating part is in a
non-working state or in a different satellite location, the software generates a To Do Record for
that part.
You cannot delete a route object in non-working approval status, such as Approved, In Review,
and Rejected. But, deleting route objects in a permission group with read-only access has a few
exceptions. Also, in a Global Workshare Configuration deleting route objects at a different
satellite location has exceptions. These exceptions are illustrated in the following topics.
See Also
Duct run to duct run connections (on page 91)
Header to branch connections (on page 93)

Duct run to duct run connections

No. Route Object Approval Status Permission Group Access

1 Duct run A Working Full control/ Write

2 Duct run B Non-working -

Result: If you delete duct run A, the software also deletes all associated connections.

Before deletion After deletion

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 Appendix: Deleting at Boundary Connections

No. Route Object Approval Status Permission Group Access

1 Duct run A Working Full control/ Write

2 Duct run B Non-working -

3 Reducing transition associated with duct run B

Result: If you delete duct run A, the software also deletes all associated connections.

Before deletion After deletion

No. Route Object Approval Status Permission Group Access

1 Duct run A Working Full control/ Write

2 Duct run B Non-working -

3 Reducer associated with duct run A

Result: If you delete duct run A, the software also deletes all associated objects and connections.

Before deletion After deletion

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 Appendix: Deleting at Boundary Connections

Header to branch connections

No. Route Object Approval Status Permission Group Access

1 Branch run Working Full control/ Write

2 Header run Working Read-only

3 Tee associated with header run

Result: If you delete the branch run, the software also deletes all associated connections. The tee is
not deleted.

Before deletion After deletion

No. Route Object Approval Status Permission Group Access

1 Branch run Working Full control/ Write

2 Header run Non-working -

3 Tee associated with header run

Result: If you delete the branch run, the software also deletes all associated connections. The tee is
not deleted.

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 Appendix: Deleting at Boundary Connections

Before deletion After deletion

No. Route Object Approval Status Permission Group Access

1 Header run Working Full control/ Write

2 Branch run Non-working -

3 Tee associated with header run

Result: If you delete the header run, the software also deletes all associated connections.

Before deletion After deletion

No. Route Object Approval Status Permission Group Access

1 Header run Working Full control/ Write

2 Branch run Non-working -

3 In-line component associated with branch run

4 Reducing tee associated with header run

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 Appendix: Deleting at Boundary Connections

5 Mating reducer associated with branch run

Result: If you delete the header run, the software also deletes all associated objects and
connections. The software does not delete the mating reducer, and generates a To Do Record for
the reducer. You must have Write access to the reducer to update the To Do Record.

Before deletion After deletion

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APPENDIX C

Flow Calculator
The Flow Calculator provides a tool for you to complete partial calculations to choose the cross
section or to estimate the flow rate. This tool is not an HVAC analysis software. Although the
software runs its main calculations of an HVAC system at the diagram stage, you can work with
the flow rates during the routing stage.
The values are not connected to the run values. The Flow Calculator estimates for parts, not for
the duct run.
To estimate sizes, the process must account for the frictional and dynamic resistance to air flow.
Fluid flow is used to correlate pressure changes with flow rates and the nature of the duct. For a
given duct, the pressure-drop for a given flow rate is needed.
The inputs that you record on the Calculate Flow dialog box include duct flow rate, maximum
allowed velocity, and pressure loss. If you type flow rate and velocity, the output is diameter
(circular) and pressure loss per length. If you type flow rate and pressure loss per length, the
output is diameter (circular) and velocity. If you input flow rate and diameter (circular), the output
is velocity and pressure loss per length. Also, the software estimates the equivalent rectangular
cross section based on the input aspect ratio.
You can display the Calculate Flow dialog box by clicking Tools > Flow Calculator.

Assumptions
▪ The software processes the calculations based on air flowing in the duct at standard
atmospheric conditions (temperature at 70° F, and air pressure at 14.7 psi).
▪ The Flow Calculator estimates diameter, pressure loss, flow rate, and velocity only in
uniform straight features. The software does not estimate on the basis of fittings, size
changes, direction changes, or obstructions. For additional information on pressure loss in
fittings, refer to a handbook with industry standards.
▪ The Flow Calculator is based on the equal friction method of duct design. The equal friction
method is commonly used in the industry in systems with low to moderate velocities, based
on a friction drop per 100 feet of duct. For this reason, the duct length estimates in the
software are based on 100 feet length (or 1 meter in metric calculations).
▪ Friction factor requires a duct roughness based on duct material. The Flow Calculator uses
a medium-smooth material with a roughness factor of 0.0003 feet (like galvanized steel).
You can perform suggested estimations for galvanized steel and apply correction factors to
the results for other material types.
▪ The software performs estimates without the presence of a fan.
▪ All estimates are based on straight sections with no loss coefficients available for fittings.
▪ The software uses imperial units. Before calculating results, the software converts values
that you type to the proper imperial units using conversion factors. You can review the
results in the units sets by clicking Tools > Options and selecting the Units of Measure
tab.

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▪ The width ratio (or aspect ratio) refers to the ratio of depth to width for a rectangular cross
section.
See Also
Calculate Flow Dialog Box (on page 97)
Estimate Flow Rate (on page 98)

Calculate Flow Dialog Box

Provides a tool to perform the various flow rate estimations based on predefined processing in
the software. This tool is not an HVAC analysis software. You use the Flow Calculator when you
select duct size or confirm the flow rate of routed duct.
This dialog box provides three types of calculation methods. After you change the method, the
input and output values change dynamically. After clicking the Calculate button with required
input values, the software completes the calculation and displays the results on the dialog box.
Method
Organizes the possible options to use in the estimation. The input and output controls
change dynamically, depending on the method that you select. Select one of the following
methods:
▪ Flow rate and velocity >= diameter and loss per length - Serves as the default
setting.
▪ Flow rate and loss per length >= diameter and velocity
▪ Flow rate and diameter >= velocity and loss per length
Calculation values
Organizes the values used in the estimation. The boxes under the Inputs heading contain
the values that the algebraic equations use. In the Results column, the software displays
the outcome of the equations.
Flow rate
Defines the flow rate to use in the estimation. In this context, flow rate is the quantity of fluid
flowing per unit of time. Flow rate is used as input for all methods.
Velocity
Defines the velocity to use in the estimation. Velocity is used as input for the first method
and used as output for the second and third methods.
Diameter
Defines the diameter to use in the estimation. Diameter is used as output for the first and
second methods and used as input for the third method.
Press loss per length
Defines the loss of pressure in a length of a duct run. The value for Press loss per length
is used as output for first method and third methods and used as input for the second
method.
Shape conversion
Organizes the values that change the properties for a rectangular or flat oval feature during
the estimation.

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 Flow Calculator

Rectangle
Displays a row of values used to estimate for a rectangular feature. The values include
Width ratio (for each cross section based on the ratio of depth / width), Corner radius (of
the rectangular cross section), Width (which is converted from the diameter), and Depth
(which is converted from the diameter).
Flat oval
Displays a row of values used to estimate for a flat oval feature. The values include Width
ratio (for each cross section based on the ratio of depth / width), Width (which is converted
from the diameter), and Depth (which is converted from the diameter).
Calculate
Runs the equations based on the values that you have entered when you click this button.

Estimate flow rate

1. Click Tools > Flow Calculator.
2. On the Calculate Flow dialog box, select one of the following methods:
▪ Flow rate and velocity >= diameter and loss per length
▪ Flow rate and loss per length >= diameter and velocity
▪ Flow rate and diameter >= velocity and loss per length
3. If you selected the first method, type the values in the Flow rate and Velocity boxes.
4. If you selected the second method, type the values in the Flow rate and Press loss per
length boxes.
5. If you selected the third method, type the values in the Flow rate and Diameter boxes.
6. Click Calculate.
7. Review the results for the first method in the Diameter and Press loss per length boxes,
for the second method in the Diameter and Velocity boxes, and for the third method in the
Velocity and Press loss per length boxes.
8. Review the possible combination of shape conversion for a rectangle and flat oval ducts.
Values dynamically change in the Width ratio, Corner radius, Width, and Depth boxes.
9. For additional estimates, change the values in the Inputs boxes.
10. When you have completed the estimates, click Close.

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APPENDIX D

Determining the Center of Gravity and

Duct Weight
Duct fittings typically are manufactured from sheet metal and are generated at the job site or in
the shop. The weight is calculated based on the sheet metal characteristics and volume. The
amount of material depends on the surface area used to create the part and thickness. For parts
generated by the catalog, the software uses reference data to calculate the weight and center of
gravity.
Duct weight depends on the construction material, material thickness, cross section and cross
section size. Each ducting material has a defined value for the material weight per area per
thickness. For instance, galvanized sheet metal weighs 40.82 lb./ft. 2, per 1-inch of thickness.
The following table summarizes the duct weight values (in lb. / ft. 2 / in) of common sheet metal
material in imperial units.

Common Sheet Metal Material lb./ft.2/in

Galvanized sheet metal weight 40.82

Uncoated steel sheet metal weight 41.82

300 series stainless steel sheet metal weight 41.99

400 series stainless steel sheet metal weight 41.20

Aluminum sheet thickness (ALLOY 3003-H14) 14.256

You can calculate the center of gravity on a feature level by assuming a uniform weight.
However, to determine the center of gravity for a part consisting of multiple features, you use
calculations that deal with varying or non-uniform forces (called barycentric calculations). The
calculation normally involves three items. When you change a value for one of the items, the
other two items also change in a predictable manner.

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Appendix - Duct Run, Part, and Feature

Properties Dialog Boxes
The Properties dialog boxes in the HVAC task provides designers with the precise level of
control and detail necessary to create a complex HVAC system. Through manipulation of
various part specifications, you can design a system that matches your ducting needs exactly by
choosing sizes, materials, and thickness to guarantee a perfect fit to your vision.
Using these capabilities provides for a higher level of customization than is possible if you
simply choose parts from a catalog. By specifying properties that each part of the system must
possess, you receive a much more exact match with the original design. The Properties dialog
boxes put you in total control of the design process, down to the smallest detail of your system.
For surface-mounted components, you can open the Properties dialog box by clicking Edit >
Properties on the menu. Also, during any of the procedures associated with the HVAC task,
you can click Properties on the horizontal ribbon to open the Properties dialog box. You
can change the properties of an HVAC feature at any time during or after the routing process.

Common Property Tabs

The software displays some common property tabs on the properties dialog boxes for all HVAC
objects. Instead of repeatedly listing the common tabs with each HVAC object property dialog
box, they are documented here for easy reference.
Configuration Tab (on page 100)
Cross Section Tab (on page 102)
Definition Tab (on page 103)
Notes Tab (on page 109)
Occurrence Tab (on page 110)
Relationships Tab (on page 112)

Configuration Tab
Displays the creation, modification, and status information about an object.
You cannot define the filters using the Configuration tab.
Plant
Displays the name of the model. You cannot change this value.
Permission Group
Specifies the permission group to which the object belongs. You can select another
permission group, if needed. Permission groups are created in Project Management.
Transfer
Reassigns ownership of the selected model objects from their current permission group to
another satellite or host permission group. This option is only available if the active model or

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project is replicated in a workshare configuration. The option is not available if all of the
objects in the select set already belong to another location and are non-transferable. For
more information, see Transfer Ownership Dialog Box in the Common User's Guide.
Approval State
Specifies the status of the selected object or filter. The display depends on your access
level. You might be unable to change the status of the object. The list is defined by the
ApprovalStatus codelist.
You can only edit or manipulate an object with a status of Working.Status
Specifies the location of the object in the workflow process. Changing this property sets the
Approval State. The list is controlled by the ApprovalReason codelist in the
ApprovalReason.xls file. You must bulkload this file. For more information, see
ApprovalReason in the Reference Data Guide.
Date Created
Specifies the creation date of the object.
Created by
Specifies the name of the person who created the object.
Date Last Modified
Specifies the date of the last modification to the object.
Last Modified by
Specifies the name of the person who last modified the object.

Transfer Ownership Dialog Box

Allows you to specify a new location and permission group for the selected model objects.
Current location
Displays the name of the location with which the current permission group is associated. All
the objects in the select set must belong to the same location.
Current permission group
Displays the name of the permission group with which the selected objects are currently
associated. If all the objects in the select set do not belong to the same permission group,
this box appears blank.
New location
Specifies the name of the location to which you want to assign the objects. In a global
workshare configuration, this box lists all the locations in which you have write access to one
or more permission groups. The selection in this box filters the entries in the New
permission group box.
New permission group
Specifies the new permission group to which to assign the selected objects. If you specify a
value in the New location box, this list displays all permission groups to which you have
write access in the selected location. If you do not specify a value in the New location box,
this list includes all permission groups to which you have write access in all locations except
the current location. This box is blank if you do not have write access to any permission

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groups at any locations other than the current one.

We strongly recommend that administrators follow naming convention rules that
include the location as a prefix in the permission group name.

Cross Section Tab

Displays the size and view perspective parameters for the cross-section. The options available
on this tab depend upon the type of feature (such as turn, straight, or transition) that you have
selected and the cross-section type (such as rectangle or round).
icon appears in the Value box if the duct cross-section property value is inherited from the
duct run to which the feature belongs.
Calculate button
Displays the Calculate Flow dialog box. For more information, see Calculate Flow Dialog
Box (on page 97).
Position
Indicates whether the properties are for the start of the transition, or the end of the transition.
Cross Section
Defines the shape of the cross-section for the feature. You can select Rectangle, Round
and Flat Oval shapes. If you do want the feature to inherit the duct specification from the
duct run, select User Run CrossSection.
Width
Defines the width dimension of the cross-section. The values stored in the reference data
determine the list of options. The list displays only the values that are valid for the current
depth. If the depth is not defined (for example, the Depth box is blank), the width size is
based on the default width ratio. You can type a value if you have selected a user-defined
specification. Select <Clear> to undo the default width ratio filtering and display all the depth
values listed in the reference data.
Depth
Defines the depth of the cross-section. You can type only values that are greater than or
equal to the width value, if defined. The values stored in the reference data determine the
list of options. The list displays only the values that are valid for the current width. If the
width is not defined (for example, the Width box is blank), the depth size is based on the
default width ratio. You can type a value if you have selected a user-defined specification.
Select <Clear> to undo the default width ratio filtering and display all the depth values listed
in the reference data.
Diameter
Defines the diameter of the cross-section for the feature and is available for Round shape.
The values stored in the reference data determine the list of options. You can also type a
value that is not on the list if you have selected a user-defined specification.
Corner Radius
Determines the radius of the cross-section and is available for Rectangle shape.
Orientation Angle
Defines the orientation of the duct run by specifying the angle between the local axis of the

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feature and the width axis. A value of 0 results in a feature with the width horizontal and the
depth vertical. A value of 90 degrees results in the width vertical and the depth horizontal.
The value for an angle ranges from 0 to 360 degrees.
Non-Standard CrossSection
Indicates whether the cross-section values are in the specification defined by the system.
This property is read-only.
▪ TRUE - Specifies that the cross-section values are not in the specification defined by
the system.
▪ FALSE - Specifies that the cross-section values are in the specification defined by the
system.
Number of Vanes
Defines the number of vanes used for branches during routing. To add the weight and
center of gravity of the branches vanes in the branches feature calculations, assign the
values for the duct material and thickness of the branches feature as the values for the vane
material and thickness equals (that is, these values are equal). The range of values for
Number of Vanes includes non-negative integers.
Vane Length
Defines the length of the specified vanes.

Definition Tab
Displays information about the specific component. For more information about components
defined in the reference data, see the HVAC Reference Data Guide available from Help >
Printable Guides.
See Also
Duct Part Properties Dialog Box (on page 114)
Duct Component Properties Dialog Box (on page 124)

Default Property Values Tab

Sets default property values for piping, electrical, and conduit systems.
Category
Select the category type in which you want to define default properties. Currently, you can
select from the following categories: Responsibility, Standard, Surface Treatment and
Coating, Testing, Insulation and Tracing, Cable Fill, and Temperature and Pressure.

Standard
Specification
Select the specification that you want to be the default for this system. You might need to
use the Define Allowed Specifications command before you can select a specification
here. You define specifications in the reference data.
Minimum Slope
Specifies the slope for the runs created in this system. You can specify the slope as a ratio,
a percentage, or in degrees.

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▪ As a ratio, if a run drops 1/4" for every foot of horizontal distance, specify the slope as
1/4"/1'-0".
▪ As a percentage, if a run drops 1" for every 10" of horizontal distance, specify the slope
as 10%.
▪ In degrees, a five-degree slope can be specified as 5deg.

Cable Fill
Fill Efficiency
Displays or defines the efficiency of the stacking of cables in the cableway. You can enter a
real number, an integer, or a percent; for example, type 0.9, 90, or 90%.
Signal Type
Displays or defines the cable usage, which is used in tray fill calculations. If you want to add,
edit, or remove values that are available for selection, edit the Signal Type select list in the
Catalog task.
Voltage Grade
Displays or defines the voltage grade, which is used in determining the range of voltage that
the cableway can carry. If you want to add, edit, or remove values that are available for
selection, edit the Voltage Grade select list in the Catalog task.

Responsibility
Cleaning Responsibility
Select the party responsible for cleaning the object. If you want to add, edit, or remove
values that are available for selection, edit the Cleaning Responsibility select list in the
Catalog task.
Design Responsibility
Select the party responsible for designing the object. If you want to add, edit, or remove
values that are available for selection, edit the Design Responsibility select list in the
Catalog task.
Fabrication Responsibility
Select the party responsible for fabricating the object. If you want to add, edit, or remove
values that are available for selection, edit the Fabrication Responsibility select list in the
Catalog task.
Installation Responsibility
Select the party responsible for installing the object. If you want to add, edit, or remove
values that are available for selection, edit the Installation Responsibility select list in the
Catalog task.
Painting Responsibility
Select the party responsible for painting the object. If you want to add, edit, or remove
values that are available for selection, edit the Painting Responsibility select list in the
Catalog task.
Requisition Responsibility
Select the party responsible for ordering the object. If you want to add, edit, or remove

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values that are available for selection, edit the Requisition Responsibility select list in the
Catalog task.
Supply Responsibility
Select the party responsible for delivering the object. If you want to add, edit, or remove
values that are available for selection, edit the Supply Responsibility select list in the
Catalog task.
Testing Responsibility
Select the party responsible for testing the weld on the object. If you want to add, edit, or
remove values that are available for selection, edit the Testing Responsibility select list in
the Catalog task.

Surface Treatment and Coating

Interior Surface Treatment Requirement
Select the interior treatment requirement for the object. If you want to add, edit, or remove
values that are available for selection, edit the Interior Surface Treatment select list in the
Catalog task.
Interior Surface Treatment Type
Select the interior treatment type for the object. If you want to add, edit, or remove values
that are available for selection, edit the Interior Surface Treatment select list in the Catalog
task.
Exterior Surface Treatment Requirement
Select the exterior treatment requirement for the object. If you want to add, edit, or remove
values that are available for selection, edit the Exterior Surface Treatment select list in the
Catalog task.
Exterior Surface Treatment Type
Select the exterior treatment type for the object. If you want to add, edit, or remove values
that are available for selection, edit the Exterior Surface Treatment select list in the
Catalog task.
Cleaning Requirement
Select the cleaning requirement for the object. If you want to add, edit, or remove values
that are available for selection, edit the Cleaning Requirement select list in the Catalog
task.
Steamout Requirement
Select the steam out requirement for the object. If you want to add, edit, or remove values
that are available for selection, edit the Steamout Requirement select list in the Catalog
task.
Steamout Pressure
Specify the steamout pressure for the object. Include the pressure unit of measure (psi for
pounds per square inch, for example) when specifying this value.
Steamout Temperature
Specify the steamout temperature for the object. Include the temperature unit of measure (K
for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this value.

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Auxiliary Treatment Requirement

Specify any auxiliary treatment requirement.
Auxiliary Treatment Type
Specify any auxiliary treatment type.
Interior Coating Requirement
Select the interior coating requirement for the object. If you want to add, edit, or remove
values that are available for selection, edit the Coating Type select list in the Catalog task.
Interior Coating Type
Select the interior coating type for the object. If you want to add, edit, or remove values that
are available for selection, edit the Coating Type select list in the Catalog task.
Interior Coating Area
Enter total area that the coating covers.
Exterior Coating Requirement
Select the exterior coating requirement for the object. If you want to add, edit, or remove
values that are available for selection, edit the Coating Type select list in the Catalog task.
Exterior Coating Type
Select the exterior coating type for the object. If you want to add, edit, or remove values that
are available for selection, edit the Coating Type select list in the Catalog task.
Exterior Coating Area
Enter the total area that the coating covers.
Coating Color
Select the color of the object coating. If you want to add, edit, or remove values that are
available for selection, edit the Coating Color select list in the Catalog task.

Testing
Testing Requirement
Specifies whether non-destructive testing of welds is required.
Testing Type
Select the type of non-destructive weld testing for the welds. If you want to add, edit, or
remove values that are available for selection, edit the Testing Type select list in the
Catalog task.
Testing Percentage
Type the percentage of the welds on this pipe run that are to be tested. This option is
available only if you are viewing pipe run properties.

Insulation and Tracing

Insulation Specification
Displays the insulation specification for the object. You define which insulation specifications
are available for which systems in the System and Specifications task. You define insulation

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specifications in the reference data.

Insulation Purpose
Displays the purpose of the insulation. You can define insulation purposes in the Catalog
task.
Insulation Material
Displays the material of the insulation. You can define insulation material in the Catalog
task.
Insulation Thickness
Displays the thickness of the insulation.
Insulation Temperature
Type the temperature. Include the temperature unit of measure (K for Kelvin, F for
Fahrenheit, or C for Celsius, for example) when specifying this value.
Heat Tracing Requirement
Select whether or not the object is heat-traced. If you want to add, edit, or remove values
that are available for selection, edit the Heat Tracing Medium select list in the Catalog task.
Heat Tracing Type
Select the type of heat-tracing. If you want to add, edit, or remove values that are available
for selection, edit the Heat Tracing Medium select list in the Catalog task.
Heat Tracing Medium
Select the heat-tracing medium to apply to the object. If you want to add, edit, or remove
values that are available for selection, edit the Heat Tracing Medium select list in the
Catalog task.
Heat Tracing Medium Temperature
Specify the temperature of the heat-tracing medium. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.

Temperature and Pressure

If service limits have been defined, you must define one set of pressure/temperature values
(Design Maximum Temperature and Design Maximum Pressure, for example) before you
can place the object. The software does not prevent you from defining testing temperatures and
pressures that exceed the defined service limits.
Design Maximum Temperature
Specify the maximum design temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Design Minimum Temperature
Specify the minimum design temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.

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Design Maximum Pressure

Specify the maximum design pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.
Operating Maximum Temperature
Specify the maximum operating temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Operating Minimum Temperature
Specify the minimum operating temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Operating Maximum Pressure
Specify the maximum operating pressure for the object. Include the pressure unit of
measure (psi for pounds per square inch, for example) when specifying this value.
Testing Maximum Temperature
Specify the maximum testing temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Testing Minimum Temperature
Specify the minimum testing temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Testing Maximum Pressure
Specify the maximum testing pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.
Design Minimum Pressure
Specify the minimum design pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.
Operating Minimum Pressure
Specify the minimum operating pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.
Testing Minimum Pressure
Specify the minimum testing pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.

Adding Custom Default Properties

You can add your own custom default properties to this tab by editing the
..\CatalogData\Bulkload\SampleDataFiles\SystemUserDefinedDefaultProperties.xls workbook,
and then bulkloading the edited workbook into your Catalog. For more information about
bulkloading workbooks, refer to the Smart 3D Reference Data Guide, available from Help >
Printable Guide. Only properties for piping, electrical, and conduit systems can be added to this
tab.

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The interfaces for the default property values are limited to the following:
IJUASASSPipingDefaults, IJUASASSElectircalDefaults, and IJUASASSConduitDefaults. You
must use these interfaces for the properties that you want to add to this tab.
The categories for the default property values are limited also. For Piping systems, the
categories are: Standard, Responsibility, Surface Treatment and Coating, Testing,
Insulation and Tracing, and Temperature.
For Electrical systems, the categories are: Standard, Responsibility, Surface Treatment and
Coating, and Cable Fill.
For Conduit Systems, the categories are: Standard, Responsibility, Surface Treatment and
Coating, and Cable Fill.

Notes Tab
Creates and edits user-definable text placed by the designer on an object in the model. The
notes provide special instructions related to the object for the fabricator and are available in
downstream tasks. For example, the notes appear in two-dimensional drawings and within
design review sessions.
Only one note of a given kind from a given object can be shown on a drawing. For
example, if there are two fabrication notes on a piping part, then only one of the notes shows on
the drawing. It is important to know about and to consider this situation when defining notes on
an object in the modeling phase. For example, you can display one Fabrication note and one
Installation note by defining two separate labels for the two kinds of notes.
Key point
Specifies the key point on the object to which you want to add a note.
Notes at this location, listed by name
Lists all notes for the selected key point on the object.
Date
Displays the date that the note was created. The system automatically supplies the date.
Time
Displays the time that the note was created. The system automatically supplies the time.
Purpose of note
Specifies the purpose of the note.
Author
Displays the login name of the person who created the note. The system automatically
supplies this information. You cannot change this information.
Note text
Defines the note text. The software does not limit the length of the note text.
Show dimension
Indicates that the note generates a dimension.
If you are displaying the properties for a Support component, then a dimension can be

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included for the component in the Support drawings, if you select the Show dimension
option. The note must be associated with one of the key points for the Support component.
It is recommended that you set the Purpose of note as Fabrication, but this is not a
requirement. The note Name and Note text are not used when you select this option.
New Note
Creates a new note on the object.
Standard Note
Displays a list of standard notes from which you can select. This feature is not available in
this version.
Highlight Note
Highlights the note in the graphic view so that you can easily find the note and the object to
which it is related. This feature is not available in this version.
Delete Note
Deletes the currently displayed note.

Occurrence Tab
Displays instance-specific information about the object. Available options depend upon the
Category selected. For more information about occurrences defined in the reference data, see
the HVAC Reference Data Guide available from Help > Printable Guides.
Preview button
Displays a preview of the object.

Standard
Name
Displays the occurrence name of the object.
Modeled Length
Displays the length of the object in the model. This property is not displayed for all
occurrences.
Reporting Requirements
Displays the reporting requirement for the selected object. To add, edit, or remove values
that are available for selection, edit the Reporting Type select list in the Catalog task.
Reporting Type
Displays the type of reporting. To add, edit, or remove values that are available for selection,
edit the Reporting Type select list in the Catalog task.

Weight and CG
Displays the center-of-gravity and the weight of the selected object. The software includes the
insulation weight in the calculated weight. If you key-in the weight yourself, you must include the
insulation weight in the weight value that you type. The center-of-gravity locations are displayed
in global system coordinates along the X-, Y-, and Z-axes.

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Dry Weight
Displays the dry weight of the object.
Wet Weight
Displays the wet weight of the object.
Dry CG X
Displays the X-axis location of the dry center-of- gravity.
Dry CG Y
Displays the Y-axis location of the dry center-of- gravity.
Dry CG Z
Displays the Z-axis location of the dry center-of- gravity.
Wet CG X
Displays the X-axis location of the wet center-of- gravity.
Wet CG Y
Displays the Y-axis location of the wet center-of- gravity.
Wet CG Z
Displays the Z-axis location of the wet center-of- gravity.
Dry WCG Origin
Specifies if the software calculates the dry weight center-of-gravity origin location or if you
specify the origin location yourself. Options include Defined or Computed. To key in values,
you must select Defined.
Wet WCG Origin
Specifies if the software calculates the dry weight center-of-gravity origin location or if you
specify the origin location yourself. Options include Defined or Computed. To key in values,
you must select Defined.

Fabrication and Construction

Fabrication Requirement
Select the fabrication requirement for the selected object. If you want to add, edit, or remove
values that are available for selection, edit the Fabrication Type select list in the Catalog
task.
Fabrication Type
Select the fabrication type for the selected object. If you want to add, edit, or remove values
that are available for selection, edit the Fabrication Type select list in the Catalog task.
Construction Requirement
Select the construction requirement for the selected object. If you want to add, edit, or
remove values that are available for selection, edit the Construction Type select list in the
Catalog task.
Construction Type

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Select the construction type for the selected object. If you want to add, edit, or remove
values that are available for selection, edit the Construction Type select list in the Catalog
task.
See Also
Duct Part Properties Dialog Box (on page 114)
Duct Component Properties Dialog Box (on page 124)

Relationships Tab
Displays all objects related to the selected object for which you are viewing properties. For
example, if you are viewing the properties of a pipe run, the related pipeline, features, parts,
associated control points, hangers or supports, and equipment display on this tab. All WBS
assignments, including project relationships, appear on this tab.
Additional examples for marine relationships are as follows:
▪ For plate and profile system properties, the related bounded objects, bounding objects, and
connections are shown.
▪ For plate and profile system part properties, parent systems are shown.
▪ For assembly connection properties, all connected objects are shown.
▪ For the properties of a frame connection on a member, supported, supporting, and auxiliary
supporting parts are shown.
▪ For split connection properties, the parent and auxiliary supporting parts are shown.
Name
Specifies the name of the object.
Type
Specifies the type of object.
Go To
Displays the properties of the selected object.

Duct Run Properties Dialog Box

Specifies properties for the duct run.
General Tab (Duct Run Properties Dialog Box) (on page 113)
Cross Section Tab (on page 102)
Relationships Tab (on page 112)
Configuration Tab (on page 100)
Notes Tab (on page 109)

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General Tab (Duct Run Properties Dialog Box)

Specifies general property values for duct runs.
System
Defines the system to which the duct run belongs.
Name
Defines the name assigned to the duct run.
Name Rule
Specifies the name rule to use for the duct.
Specification
Defines the specification assigned to the duct run.
Standard specification has allowable cross-sections defined by the system. You can
only select the cross-section values from the list displayed. User defined specification has
the allowable cross-sections defined by the system and it also allows you to key-in
cross-section values that are not on the list.
Max. Recommended Velocity
Defines the maximum air flow velocity for the duct run.
Max. Recommended Pressure Loss
Defines the maximum pressure loss recommended for the duct run.
Material
Defines the material assigned to the duct run.
Thickness
Defines the thickness of the duct material.
Insulation Material
Defines the insulation material. The list contains the last five insulation materials selected.
Click More to browse the catalog for the insulation material to use. If you set this field to Not
Insulated, the Insulation Thickness field is disabled.
Insulation Thickness
Defines the thickness of the insulation material. The list contains the insulation thickness
values for the insulation material from the duct specification. This field is not available if you
do not have an insulation material defined.
Flow Direction
Select the flow direction for the duct run. The flow directional indicators are listed below:
Bi-directional
Upstream
Downstream
No flow

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Undefined

Duct Part Properties Dialog Box

Reviews or changes the details for the duct part.
See Also
Occurrence Tab (on page 110)
Definition Tab (on page 103)
Relationships Tab (on page 112)
Configuration Tab (on page 100)
Notes Tab (on page 109)

Duct Properties Dialog Box

Reviews or changes the details for the duct part.
See Also
General Tab (Duct Properties Dialog Box) (on page 114)
Defaults Tab (Duct Properties Dialog Box) (on page 115)
Cross Section Tab (on page 102)

General Tab (Duct Properties Dialog Box)

Sets options for the duct.
System
Defines the system to which the duct belongs.
Name
Defines the name assigned to the duct.
Name Rule
Specifies the name rule to use for the duct.
Specification
Defines the specification assigned to the duct.
Standard specification has allowable cross-sections defined by the system. You can
only select the cross-section values from the list displayed. User-defined specification has
the allowable cross-sections defined by the system and it also allows you to key-in
cross-section values that are not on the list.
Max. Recommended Velocity
Defines the maximum air velocity for the duct.
Max. Recommended Pressure Loss
Defines the maximum pressure loss for the duct.
Material
Defines the material assigned to the duct.

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Thickness
Defines the thickness of the duct material.
Insulation Material
Defines the duct insulation material. The list contains the last five insulation materials
selected. Select More to browse the catalog for the insulation material to use. If you set this
field to Not Insulated, the Insulation Thickness field is disabled.
Insulation Thickness
Defines the thickness of the duct insulation material. The list contains the insulation
thickness values for the insulation material from the duct specification. This field is not
available if you do not have an insulation material defined.
Flow Direction
Defines the air flow direction for the duct. You can select Upstream, Downstream,
Bidirectional, No flow, or Undefined. The default value is Undefined.

Defaults Tab (Duct Properties Dialog Box)

To display the Defaults tab, select a duct in your drawing, right-click, and select
Properties. The Duct Properties dialog box displays. Click the Defaults tab to view the
available properties.
Transition Angle
Defines the default transition angle used to calculate transition length. Type a value in the
current angle measurement. The software uses this value to calculate transition length by
using the following formula:
L = (W1 - W2) / tan x (where x is equal to this transition wall angle that you define)
Editing the transition angle does not affect any transitions that you placed previously. To
modify the transition angle for existing transitions, use the Edit Properties page for the
transition objects. The default transition length is 15 degrees.
Bend Radius Multiplier
Defines the turn radius that the software will use for turns while routing as a multiplier
function of the duct dimension in the plane of the turn. The dimension used is the diameter
for round cross section, the width dimension, or the depth dimension, depending upon the
plane of the turn. If you change the bend radius multiplier, the software automatically
changes the throat radius value.
The list displays the last five values in numeric order. If this is the first time in the session
file, the Bend Radius Multiplier is the default from the active specification.
Throat Radius
Defines the throat radius dimension for the turn feature. If you change the throat radius, the
software automatically updates the bend radius multiplier. The list displays the last ten radii
used.
Minimum Straight Length
Defines the shortest allowed length of a straight feature that extends outside a coupling.

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Turn Part
Defines the type of turn part and its radius.
Branch Part
Defines the type of branch part that you use when you are routing duct.
Depth/Width Ratio (Rect)
Displays the depth and width ratio for rectangular ducts.
Depth/Width Ratio (Flat Oval)
Displays the depth and width ratio for flat oval ducts.
Radius
Specifies the radius of the turn.
Number of Miters (0-30)
Specifies the number of miters for a turn of 0-30 degrees. You can specify a new number of
miters for the angle if needed.
Number of Miters (30-60)
Specifies the number of miters for a turn of 30-60 degrees. You can specify a new number
of miters for the angle if needed.
Number of Miters (60-90)
Specifies the number of miters for a turn of 60-90 degrees. You can specify a new number
of miters for the angle if needed.
Branch Vanes
Defines the number of vanes in a branch.
Turning Vanes
Defines the number of vanes in a turn.
Vane Length
Defines the length of vanes.
Remember Working Plane
Allows you to choose whether the software remembers the last used working plane. False
clears the last selected plane so that you must reset the plane each time that you begin
routing. True remembers the last used working plane. The software then remembers your
selection and locks each route onto the plane. The default option is False.
When Remember Working Plane is set to False, the default plane option for Route Duct
is No Plane. Each time that you click a routing command, the system clears the last
selected Plane option. You must reset the plane option each time that you begin a route.
However, you can set the default behavior to remember the last used working plane by
setting Remember Working Plane to True. The software then locks the route onto the
plane that you are using and remembers your selection within that session only.
This option is available when you are routing duct, piping, cableways, and conduits.
Setting this option to True when you are in any of these tasks results in an automatic True
setting for all tasks. Likewise, setting this option to False when you are in any of these tasks

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results in an automatic False setting for all tasks.

Duct Along Leg Feature Properties Dialog Box

Displays properties for along leg features for review and editing. A leg is a section of a duct path
that starts and ends at an end, turn or offset turn, or branch feature.
Along leg features include take-down joints and components. If the branch and header are in the
motion plane, the along leg feature-branch parent function and the branch feature move along
the branch leg. If the branch and header are not in the motion plane, the end of the branch leg,
the along leg feature-branch parent function, and branch function move to keep the branch
angle constant. Along leg features that are not branches maintain a position at a constant
distance from the fixed end of the leg.
See Also
Configuration Tab (on page 100)
Cross Section Tab (on page 102)
Relationships Tab (on page 112)
General Tab (Duct Along Leg Feature Properties Dialog Box) (on page 117)

General Tab (Duct Along Leg Feature Properties Dialog Box)

Creates or modifies property values or displays status information about an object. The
properties that display depend on the reference data defined for the object. For more
information, see the HVAC Reference Data Guide available from Help > Printable Guides.
Duct Run
Defines the run to which the feature belongs.
Material
Specifies the object material type, such as Steel - Carbon or Steel - High Strength.
Thickness
Specifies the thickness of the object.
Insulation Material
Specifies the material of the insulation. If Insulation Specification is set to use the
insulation defined by the equipment object, this field cannot be changed. However, if
Insulation Specification is manually defined, select the insulation material from those
available from the reference data.
The list contains the last five insulation materials selected. Click More to browse the catalog
for the insulation material to use. If you set this field to Not Insulated, the Insulation
Thickness field is disabled. If you set this field to Use Run Material, the along leg feature
inherits the insulation material from the duct run.
To change the options on the list, edit the Insulation Material select list in Catalog.
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per

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the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Number of Vanes
Defines the number of vanes used for branches during routing. To add the weight and
center of gravity of the branches vanes in the branches feature calculations, assign the
values for the duct material and thickness of the branches feature as the values for the vane
material and thickness equals (that is, these values are equal). The range of values for
Number of Vanes includes non-negative integers.
Vane Length
Defines the length of the specified vanes.
Name
Specifies the name of the object.
Part
Defines the part assigned to the leg feature.

Duct End Feature Properties Dialog Box

Reviews or changes general, configuration, and part properties for the end feature in the duct
run.
See Also
Configuration Tab (on page 100)
Relationships Tab (on page 112)
General Tab (Duct End Feature Properties Dialog Box) (on page 118)

General Tab (Duct End Feature Properties Dialog Box)

Allows you to set options for adding an end feature into a duct run.
Duct Run
Defines the duct run to which the end feature belongs.
Material
Defines the material for the end feature.
Thickness
Defines the material thickness for the end feature.
Insulation Material
Specifies the material of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software
automatically displays the corresponding material as per the specification.

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HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Part
Defines the part assigned to the end feature.

Duct Straight Feature Properties Dialog Box

Reviews or changes general, configuration, and cross-sectional properties for a straight feature
in a duct run.
See Also
Configuration Tab (on page 100)
Relationships Tab (on page 112)
Cross Section Tab (on page 102)
General Tab (Duct Straight Feature Properties Dialog Box) (on page 119)

General Tab (Duct Straight Feature Properties Dialog Box)

Allows you to set options for adding a straight feature into a duct run.
Duct Run
Defines the duct run to which the straight feature belongs.
Material
Defines the material of which the straight feature is constructed.
Thickness
Defines the thickness of the straight feature material.
Insulation Material
Specifies the material of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software
automatically displays the corresponding material as per the specification.

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HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Length
Defines the length for the straight feature (for example, 1 ft. 1.06 in).

Duct Transition Feature Properties Dialog Box

Allows you to review or change details that relate to general, configuration, cross section, and
relationship properties for the transition feature in the duct run.
See Also
General Tab (Duct Transition Feature Properties Dialog Box) (on page 57)
Cross Section Tab (on page 102)
Relationships Tab (on page 112)
Configuration Tab (on page 100)

General Tab (Duct Transition Feature Properties Dialog Box)

Displays while working with the Route Duct command to create or modify property values or
learn status information about a duct run.
Duct Run
Defines the duct run to which the transition is assigned.
Material
Defines the material from which the transition is manufactured.
Thickness
Defines the thickness of the transition material.
Insulation Material
Specifies the material of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software

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automatically displays the corresponding material as per the specification.

HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Type
Defines the type of transition.
Length
Defines the length of the transition.

Duct Turn Feature Properties Dialog Box

Reviews or changes general, configuration, cross-sectional, and part properties for the turn
feature in the duct run.
See Also
Configuration Tab (on page 100)
Relationships Tab (on page 112)
Cross Section Tab (on page 102)
General Tab (Duct Turn Feature Properties Dialog Box) (on page 121)

General Tab (Duct Turn Feature Properties Dialog Box)

Sets options for adding a turn feature into a duct run.
Duct Run
Defines the duct run into which you are inserting the turn feature.
Material
Specifies the material from which the duct turn feature is manufactured.
Thickness
Specifies the thickness of the duct turn feature material.
Insulation Material
Specifies the material of the insulation.

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Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software
automatically displays the corresponding material as per the specification.
HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.
Type
Defines the type for the turn feature. The list displays the turns allowed for the current
specification.
Throat Radius
Defines the throat radius dimension for the turn feature. If you change the throat radius, the
software automatically updates the bend radius multiplier. The list displays the last ten radii
used.
Bend Radius Multiplier
Defines the turn radius that the software will use for turns while routing as a multiplier
function of the duct dimension in the plane of the turn. The dimension used is the diameter
for round cross section, the width dimension, or the depth dimension, depending upon the
plane of the turn. If you change the bend radius multiplier, the software automatically
changes the throat radius value.
The list displays the last five values in numeric order. If this is the first time in the session
file, the Bend Radius Multiplier is the default from the active specification.
Angle
Displays the angle of the turn. You cannot change the angle.
Number of Vanes
Defines the number of vanes used for branches during routing. To add the weight and
center of gravity of the branches vanes in the branches feature calculations, assign the
values for the duct material and thickness of the branches feature as the values for the vane
material and thickness equals (that is, these values are equal). The range of values for
Number of Vanes includes non-negative integers.

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Vane Length
Defines the length of the specified vanes.

Duct Turn Transition Feature Properties Dialog Box

Reviews or changes general, configuration, cross-sectional, and part properties for the turn
transition feature in the duct run.
See Also
Configuration Tab (on page 100)
Relationships Tab (on page 112)
Cross Section Tab (on page 102)
General Tab (Duct Turn Transition Feature Properties Dialog Box) (on page 123)

General Tab (Duct Turn Transition Feature Properties Dialog

Box)
Duct Run
Defines the duct run to which the transition is assigned.
Material
Defines the material from which the transition is manufactured.
Thickness
Defines the thickness of the transition material.
Insulation Material
Specifies the material of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Material box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation material as per the
specification. If you selected an insulation specification from the available list, the software
automatically displays the corresponding material as per the specification.
HVAC - If you select Not Insulated, you cannot change the information in Insulation
Thickness.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
For more information, see Select Insulation Material Dialog Box (on page 44).
Insulation Thickness
Specifies the thickness of the insulation.
Piping - If you selected Not Insulated in the Insulation Specification box, you cannot
change the value in the Insulation Thickness box. However, if you manually entered the
insulation specification, you must provide a corresponding insulation thickness value as per
the specification. If you selected an insulation specification from the available list, the
software automatically displays the corresponding thickness value as per the specification.
HVAC - If you selected Not Insulated in the Insulation Material box, this property is
unavailable.

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Type
Defines the type for the turn transition. The list displays the turn transitions allowed for the
current specification.
Throat Radius
Defines the throat radius dimension for the turn transition. If you change the throat radius,
the software automatically updates the bend radius multiplier. The list displays the last ten
radii used.
Bend Radius Multiplier
Defines the turn radius that the software will use for turns while routing as a multiplier
function of the duct dimension in the plane of the turn. The dimension used is the diameter
for round cross section, the width dimension, or the depth dimension, depending upon the
plane of the turn. If you change the bend radius multiplier, the software automatically
changes the throat radius value.
The list displays the last five values in numeric order. If this is the first time in the session
file, the Bend Radius Multiplier is the default from the active specification.
Angle
Displays the angle of the turn transition. You cannot change the angle.
Number of Vanes
Defines the number of vanes used for branches during routing. To add the weight and
center of gravity of the branches vanes in the branches feature calculations, assign the
values for the duct material and thickness of the branches feature as the values for the vane
material and thickness equals (that is, these values are equal). The range of values for
Number of Vanes includes non-negative integers.
Vane Length
Defines the length of the specified vanes.

Duct Component Properties Dialog Box

Allows you to review or change properties that relate to configuration, definition, occurrence,
connections, relationships, notes, and weight and center of gravity parameters for components
in the duct run.
See Also
Configuration Tab (on page 100)
Definition Tab (on page 103)
Occurrence Tab (on page 110)
Notes Tab (on page 109)
Relationships Tab (on page 112)
Connections Tab (Duct Component Properties Dialog Box) (on page 125)

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Connections Tab (Duct Component Properties Dialog Box)

Displays the connection information for the object, the properties and their values, as defined in
the reference data. For more information about the information defined in the reference data,
see the HVAC Reference Data Guide available from the Help > Printable Guides command in
the software.
Connector
Defines the connector for which you are viewing properties.

Select Duct Run Dialog Box

Displays all existing duct runs so you can select the duct run you want.
The Look In options are currently only available for Quick Route .
Look In
Specifies where you want to look for the duct run.
▪ Workspace - Displays all duct runs placed in the defined workspace only.
▪ Database - Displays all the duct runs available in the entire model database.
See Also
Quick Route (on page 74)
Route Duct (on page 25)

Select System Dialog Box

Provides a list of all defined duct runs.
Look in
Defines the location to search for the duct run. Select Workspace to look for the duct runs
that exist only in your defined workspace. Select Database to look for the duct run in the
entire Model database.

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Glossary
Active Template Library (ATL)
Set of class templates and wizards supplied with Microsoft C++ Version 5.0 and later. You can
use an ATL when you create ActiveX controls and any other type of object that uses the
Component Object Model (COM). Using an ATL is generally preferred over Microsoft
Foundation Classes (MFC), because the implementations are smaller, easier to use, and more
closely tied to the COM model.
actuator
A device used to operate a valve using electric, pneumatic, or hydraulic pressure.
angle
The circular measurement taken from the intersection of two pipes at a turn or branch.
approval state
Recorded state of acceptance of information contained in objects within the database. The
approval states indicate a level of confidence in the information stored in the database and
govern your ability to alter specific data about a product.
arrangement (accommodation)
Those components of a system arranged in three-dimensional space with accurate dimensional
representation for installation. Various types include electrical, HVAC, machinery, outfitting, and
piping.
arrangement (HVAC)
Components and ductwork of a ventilation system arranged in three-dimensional space with
accurate dimensional representation.
attribute
A single type of non-graphics information that is stored about an object such as diameter or end
preparation.
axis
An imaginary line used to define the orientation of a system or object normally defined in terms
of an x-, y-, and z-axis. Some 3-D graphic objects have an associated axis used to define the
center or axis for rotations.
basic design
Engineering definition of the model and its systems.
bill of material (BOM)
Hierarchical decomposition of a product into constituent assemblies and parts. Specific types of
BOMs exist (for example, an EBOM is a bill of material from the point of view of an engineering
department; an MBOM is a bill of material from the point of view of manufacturing).

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 Glossary

bulkload
The process by which reference data in Microsoft Excel workbooks is loaded into the Catalog
database.
catalog
Repository of information about components and materials used in construction. When you use
catalog parts in the model, the software places an occurrence of the catalog part in the project.
This occurrence is a copy of the actual catalog part.
Catalog database
The database that contains the reference data. Each model database can reference a different
Catalog database.
chain
A set of continuous and tangent segments.
change history
Process of recording information such as who, when, and why for any given modification.
change management
Software features or manual procedures for managing the consequence of change. For
example, software can support a change management feature to report drawings that need
updating as a result of a change in a 3-D model.
change propagation
Ability of the software to intelligently modify dependent design information to reflect change in a
higher order object.
class
Grouping of individual objects that share some very significant, common characteristics.
classification folder
A folder in the Catalog hierarchy that contains part classes. Classification folders are one level
above part classes. The ClassNodeType and R-ClassNodeDescribes sheets in the Microsoft
Excel workbooks define the classification folders.
codelist
A set of acceptable values for a particular property that can be referred to by an index number or
selected in a combo box. For example, the codelist for the material specification allows you to
select from a set of standard entries, such as ASTM A183-F316 Stainless Steel.
commodity code
A user-defined code that provides an index to parts in a catalog.
commodity item
A standard component found in a manufacturer catalog (an off-the-shelf component).

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 Glossary

component
Physical part that a feature generates.
concurrent access
Ability of the software to allow multiple users to simultaneously access and modify the design of
a model.
consolidated tasks
A collection of tasks that can be run in batch. For example, the software allows you to extract a
set of drawings immediately or to schedule the batch extraction for a future time.
constraints
A logical restriction that controls how part symbols' ports relate to each other and to reference
ports. There are four constraints: parallel, perpendicular, coincident, and distance.
contract
A Work Breakdown Structure object representing a scope of work, usually performed by an
external supplier. The contract is related to a project and appears in the Work Breakdown
Structure hierarchy.
coordinate
The location of a point along the X-, Y-, or Z-axis.
coordinate system
A geometric relation used to denote the location of points in the model. The most common
coordinate system is the rectangular coordinate system, whereby points are located by
traversing the X-, Y-, and Z-axes of the model. Normally, coordinate systems have their origin
defined as 0,0,0.
cutting plane
A plane that cuts through an object.
damage records
Data relating to the damage and repair of structure or components that occurred during or after
construction of a model.
data interchange
Capability to output the design, or portions of the design, in a standard format for use or
movement to another computer software system.
database
Repository for the product model data. The database contains information to describe individual
objects in the data model and the relationships between objects as appropriate.
database backup
Process of recording a backup copy of the complete database or the incremental changes after
the date that the last complete copy was created.

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database break and recovery

Utilities used to restore a database after files are corrupted.
database copy
Functionality to copy large collections of model objects from one design project to another
design project.
database management
Functionality related to managing a product model database.
database monitor record
Transactions that occur in order to provide database (DB) recovery after a stop in response with
a minimum of lost data.
degree
The highest polynomial factor in the curve or surface mathematical definition. A line is a degree
1 curve, while a cubic B-spline is a degree 3 curve.
design alternative
Difference in a design represented by a separate version. A design alternative can be a new
design prepared as a proposed change, or one of several elective options that the builder or
customer selects. Each design alternative has an identification assigned so you can uniquely
refer to the design alternatives.
design approval log
Record of review and approval of parts of the design.
design data auto input
Automation in loading existing design data into a new design database.
design documents
Drawings, sketches, material lists, procedures, and so forth that are generated during the design
phase.
design object
Any object with properties that you can select. A design object can be related to one or more
contracts of different types, but related only to one contract of a given type.
design progress check
Analysis of the content of the design to some metric unit that gives an idea of the degree of
completion.
design review
Functionality to support rapid viewing of the design and markup of features with comments.
design service
Any general system services related to the design function.

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design standard
Feature or object used in model design that has been determined to the normal or approved
way of accomplishing a design requirement. In the context of computer software, the term refers
to computer functionality to support standards, not the standard itself.
detail schedule
Lowest level of schedule used to manage and track work progress.
distributed systems
Systems consisting of sequential parts with a distributive characteristic (for example, pipes
distribute fluids, HVAC distributes air, cabling distributes power, and structure distributes loads).
distribution systems
Term synonymous and used interchangeably with the term distributed systems.
documentation
Drawings and other records that you must produce to document, obtain approval, or build the
design.
drawing tool
Tool that helps in the process of creating, modifying, or manipulating objects. Examples are
PinPoint and SmartSketch.
easting
A term that describes an east coordinate location in a coordinate system.
edge
A topological object that represents a trimmed curve bounded by a start and end vertex.
edge distance
The distance from the center of a bolt or rivet to the edge of a plate or flange.
equipment catalog
Catalog of equipment geometry and limited properties that the software uses to identify and
visualize equipment and its placement in the model. The catalog is not the source for the total
specification and ordering data for the object.
fabricate
To cut, punch, and sub-assemble members in the shop.
face-to-face
The overall length of a component from the inlet face to the outlet face.
fasteners
Bolts and rivets used to connect structural members.

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feature
A logical collection of parts driven by the piping specification. There are four basic features:
straight, turn, branch, and inline component.
element
Primitive geometric shape such as a line, circle, or arc.
fence
Boundary or barrier that separates or closes off an area. To surround or close like a fence.
field adjustment
Material added to the neat design geometry of piping or structural parts to allow for extra
material when it is required due to uncontrolled variance in the manufacturing and construction
process.
flavor
A different variation of a symbol. Each variation has different occurrence property values.
focus of rotation
A point or line about which an object or view turns.
full penetration weld
A type of weld in which the weld material extends through the complete thickness of the
components being joined.
function points
Part of the requirements documentation, function points are the smallest granularity of a
requirement statement that describe specific detailed actions that the software performs.
functional block diagram
Schematic representation of a system (piping, electrical, ventilation) showing system parts and
their relationship. You use symbols to represent equipment and components. A connecting
network of lines illustrates their relationship. Taken together, the symbols and the network
illustrate the function of the system.
furnishings
Parts such as movable articles and fittings that normally are not associated with a system (for
example, a chair).
generic specific
Object that is parametrically defined or defined to suit a family of specific parts (for example,
International Standards parametrics). For example, a 100 - 200 gpm pump in the catalog can
provide a general shape to appear in the model until a specific object has been identified.
GUIDs
Acronym that stands for Globally Unique Identifiers. The software automatically creates the
GUIDs sheet in the Excel workbooks when you create the Catalog database and schema. The
purpose of storing GUIDs within Excel workbooks is to help you keep track of what has been

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 Glossary

loaded into the database. Storing GUIDs also helps to avoid the situation in which a
replacement Catalog database causes existing models to become invalid.
host location
The first location created for a Site. This host location is defined when the Database Wizard
creates the Site database.
host server
The database server on which the Site database was created using the Database Wizard.
Alternatively, if it is a restored database set, the Host Server is the database server where the
Site database is restored. The Host Server in a Workshare environment contains the origin for
the Site, Site Schema, Catalog, and Catalog Schema databases. Consequently, most Project
Management and reference data work must take place at the Host.
HVAC
Acronym for heating, ventilation and cooling. This system is the distribution system design for
heating or cooling.
HVAC analysis
Analysis routines that address heating and cooling loads required for the compartments and that
size or evaluate ventilation ducts and blower requirements.
initial design
Early stage of design work, generally before contract, used to estimate construction costs and
provide a rough concept of the intended model. Contains information relating to a model created
during its initial (concept) design period.
initial structural plan
Principal structural plan for the model; also called a construction profile.
inline
A term used to refer to those piping components that can be inserted in a pipe feature.
instantiation
Occurrence of a catalog object at a specific geometric location in the model.
interference checking
A process that identifies possible collisions or insufficient clearance between objects in the
model.
job order
Industrial authorization for accomplishing work; synonymous with a work order.
kinematics analysis
Analysis of mechanical motion.
ksi
Kips per square inch.

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leg length analysis

Preferred term is welding length analysis.
library
Resource of reference information that you can access in developing a model design.
life cycle database
Information developed to assist in the maintenance and modernization of delivered models.
link
Way to store information about another file in your document. You can update a link so that
changes in the file appear in your document.
lintel
A horizontal member used to carry a wall over an opening.
load group
A grouping in which all components feature uniform load limits and stress safety characteristics.
For example, if a pipe clamp from load group 5 has a maximum nominal load of 20kN, then so
does a threaded rod from load group 5.
location
A Location is defined by three user-defined inputs: 1) a unique name, 2) a unique name rule ID,
and 3) the server where the Site databases reside for that Location. A Location is defined and
created when the Site database is created using the Database Wizard. Additional Locations can
be created in the Project Management task. Each Location is a Site-level object, thus other
Models within the same Site collection can use the Locations when the Models are configured
for Workshare.
logical member
An object in the model used to represent the design topology.
machinery
Major pieces of equipment installed in a model.
macro
A sequence of actions or commands that can be named and stored. When you run the macro,
the software performs the actions or runs the commands. You can create the macros in Visual
Basic or other OLE-aware programming applications. Some of the other OLE-aware
programming applications are Visual Basic for Applications, Visual C++, and so forth.
maintenance envelope
A rectangular box around the part for clearance during maintenance operations.
maintenance records
Records of breakdown, repair, and overhaul of equipment.

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material analysis
Analysis of a completed design work for extracting detailed material requirements; also called
material lists.
material list
An option category that controls the format and content of the bill of materials.
methods
Objects in the database that describe the manufacturing methods to the component parts of a
model.
move from point
Starting point for an action. For example, when you move an equipment object, the Move From
point determines the point of origin for the move.
move to point
Ending point for an action. For example, when you move an equipment object, the Move To
point determines where you want the move to stop.
MTO neutral file
A non-graphic output file that can be fed into a material control system. MTO stands for Material
Take-Off.
node
▪ One of the set of discrete points in a flow graph.
▪ A terminal of any branch of a network or a terminal common to two or more branches of a
network.
▪ An end point of any branch or a network or graph, or a junction common to two or more
branches.
northing
A term that describes a north coordinate location in a coordinate system.
nozzle
A piping connection point to a piece of equipment.
nozzle standout
The shortest allowable distance between the connection point of a nozzle and the start point of a
turn on the leg connected to the nozzle.
NPD (Nominal Piping Diameter)
The diameter of a pipe.
object
A type of data other than the native graphic format of the application.

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 Glossary

occurrence (of part or equipment)

Instantiation of a part of equipment in the model that refers to the part library; an instance of a
specific object. The design can be built several times, and therefore the occurrence can apply to
more than one hull. Typically, an occurrence points back to a specific object, either for its
complete definition, as in the case of a particular valve, or for its made from material, as in the
case of a steel plate part cut from sheets. Thus, when a designer selects a component from the
catalog and places it at a location in the space of the model, the software creates an occurrence
of that object in the model design.
occurrence property
A characteristic that applies to an individual object in the model. Occurrence properties are
designated with 'oa:' in the reference data workbooks. You can view and modify occurrence
properties on the Occurrence tab of the properties dialog boxes in the software. Depending on
the object, some occurrence properties are read-only.
origin
In coordinate geometry, the point where the X-, Y-, and Z-axes intersect.
origin point
The point at which the coordinate system is placed, providing a full Cartesian coordinate system
with positive and negative quadrants. Points are placed at coordinates relative to the origin
point, represented by the X, Y, and Z values.
orthogonal
The characteristic of an element consisting completely of elements positioned at 90-degree
angles. A square is an orthogonal element.
orthographic
A depiction of an object created by projecting its features onto a plane along lines perpendicular
to the plane.
P&ID
Diagram that shows the topology, functional components, and special requirements of a piping
system; generally represents the engineering design of the system.
package
Set of closely related classes. (UML)
painting
Computation of paint surface and recording of paint system requirements.
parameter
A property whose value determines the characteristics or behavior of something.
part class
A group of similar objects. You can define part classes in the Excel workbooks. A part class can
have multiple parts. For example, a heat exchanger part class can contain heat exchangers with
different dimensions.

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 Glossary

part number
Unique identifier of a part.
parts
The physical components that comprise a feature and are generally selected by the software.
For example, the flanges, gaskets, and the gate valve itself are examples of the parts
comprising the gate valve feature.
PDS (Plant Design System)
A comprehensive, intelligent, computer-aided design and engineering application for the
process, power, and marine industries. PDS consists of integrated 2-D and 3-D modules that
correspond to engineering tasks in the design workflow.
PinPoint
Tool that allows you to place, move, and modify elements with precision, relative to a reference
point.
port
A connection point to a pipe or a component such as a valve.
principle of superposition
The principle that states that the stresses, strains, and displacements due to different forces can
be combined. This principle is only valid for linear analysis.
Product Data Management (PDM) System
Software intended to manage both product data and documents associated to the product data.
Functionality typically includes: object-based data modeling tools, user administration, business
rules, and document management. Document management typically includes document editing
or reviewing, document mark-up or redline, document storage, and full-text retrieval.
product structure
Hierarchical breakdown or decomposition of a product into constituent parts, volumes, or units.
(For example, a bill of material is one possible type of product structure.)
production planning
Functionality associated with the work breakdown and sequence of the construction of a model.
promotion
Process of associating approval state with a product version. A product version begins its
existence at a working approval state. When the version is at some level of maturity, its approval
state is elevated to a higher approval state (that is, promoted). Then, further changes must be
carefully controlled and generally require the data set demoted to a working state. One or more
promotions can occur successively higher approval states (between working and approved) to
represent various intermediate levels of review or progressive approval.
query select sets
Set of objects that are selected in a query or queries on the database.

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 Glossary

reference data
The data that is necessary to design plants or ships using the software. Reference data includes
graphical information, such as symbols. It also contains tabular information, such as physical
dimensions and piping specifications.
resource estimation
Rough estimate of material, manpower, and facility utilization for the design and construction of
the model.
route
1) A line connecting a series of points in space and constituting a proposed or traveled route. 2)
The set of links and junctions joined in series to establish a connection.
satellite server
The database server where the replicated databases reside for Workshare. The Satellite Server
is not used unless Workshare is activated.
schema
A database that creates the structure of another database. For example, a schema specifies the
queries, tables, fields, and data types in a database.
schema update utility
Functionality used to assist in processing existing product models to an updated database
structure after you modify or add to the database structure.
site
The top level in the Project Management hierarchy. A Site configuration may contain several
Catalogs, each shared by multiple Models.
site administrator
Person responsible for managing the standards and general parameters for a given model site
within a Site database.
site setup
Functionality associated with establishing a new model site or hull for design development.
sketch and trace
User interface for rough definition of a required design feature that typically works in a 2-D
mode.
sleeve
A part that connects two pipes or two ducts, for example. A sleeve can be used to prevent water
from leaking through a hole.
specifications
Contracted requirements for the model.

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 Glossary

stud
A bolt, threaded on both ends, used to connect components.
suspended floor
A concrete floor system built above and off the ground.
symmetric node
Type of vertex on a curve. A curve with a symmetric node has the same curvature on each side
of the node. A handle can be attached to a symmetric node for editing.
system
A conceptual design grouping that organizes parts in hierarchical relationships. A system
represents a functional view of the model and includes information such as system name, type,
properties, and design specifications for the objects assigned to the system.
tag number
User-specific, unique number assigned to an object (for example, CV-101 for a control valve,
HE-2002 for a heat exchanger).
target point
The origin for coordinate measurements displayed by PinPoint. You can position the target point
anywhere on the drawing sheet or view.
tolerant geometry
A type of ACIS geometry - either an edge or a vertex - that is outside the tolerance for ACIS and
requires special handling.
trimmed surface
A surface whose boundary is fully or partially inside the "natural" geometric definition of the
surface. Some or the entire control polygon extends outside the face boundary.
trunk
Feature that quickly reserves space for the distributive systems and other systems that have a
path. Along the trunk are stations that define the cross section and identify part or system
membership.
unit/module modeler
Facility of the system to structure collections of equipment and components into a single
identifiable object.
user attributes
A customized property in the reference data. The Custom Interfaces sheets in the Excel
workbooks define these properties. You can list the customized properties on the individual part
class sheets.

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version control
Ability of the system to manage multiple versions of a single part of the design. Version control
should support conditional analysis and promotion status, as well as alternate design features
among hulls within a model site.
vertex
A topological object that represents a point in the three-dimensional model.
viewset
Set of objects (usually a subset of the entire database) that a view operation uses. Membership
or lack of membership for any object in a viewset does not affect the actual stored
representation of the object, but only its availability or desirability for viewing in the current
scenario.
weight and CG analysis
Routines that compute the weight of commodity materials as configured in a given design (for
example, plate and pipe) and determine total weight and center of gravity (CG) for a collection of
material and equipment, as well as the complete model.
welding
Weld requirements for joining materials. Welding length analysis is the calculation of required
weld dimensions; also called leg length analysis.
wirebody
A topological object that represents a collection of edges jointed at their common endpoints.
wizard
Software routine attached to an application that provides guidance and expert help to you to
complete one of the functionalities of the application.
work content
Estimation development of metrics from the database that relates to the work hour content of the
various construction units.
work order
Plant authorization for completing work; synonymous with a job order.
working plane
The available 2-D plane of movement for endpoint selection.
workset
Set of objects (usually a subset of the entire database) used in an interactive change, add, or
delete operation. Membership or lack of membership for any object in a workset does not
necessarily affect the actual stored representation of an object. However, you can change or
delete an object in a workset that also results in a change or deletion of the stored object.
Similarly, when you add a new object (not currently stored) to a workset, the software also adds
the object container.

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workspace
Area that represents the portion of the model data needed to perform the intended task and
includes the user modeling settings.
workspace document
Document into which you can extract a portion of the model data for a user task.
Workspace Explorer
Tree or list representation of objects in your workspace.

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Index
constraints • 128
A contract • 128
Active Template Library (ATL) • 126 coordinate • 128
actuator • 126 coordinate system • 128
angle • 126 Correlate HVAC Model Objects with Design
Appendix Basis Objects • 22
Deleting at Boundary Connections • 91 Create a branch from an existing duct • 36
Moving at Boundary Connections • 86 Create a duct spool • 71
Appendix - Duct Run, Part, and Feature Create a new duct run in free space • 34
Properties Dialog Boxes • 100 Cross Section Tab • 102
Apply a filter • 15 cutting plane • 128
approval state • 126
arrangement (accommodation) • 126 D
arrangement (HVAC) • 126
Assign this duct run to another existing duct damage records • 128
run • 35 data interchange • 128
attribute • 126 database • 128
axis • 126 database backup • 128
database break and recovery • 129
database copy • 129
B database management • 129
basic design • 126 database monitor record • 129
bill of material (BOM) • 126 Default Property Values Tab • 103
bulkload • 127 Defaults Tab (Duct Properties Dialog Box) •
115
C Definition Tab • 103
degree • 129
Calculate Flow Dialog Box • 97
Delete a duct spool • 72
catalog • 127
Delete a feature • 37
Catalog database • 127
design alternative • 129
chain • 127
design approval log • 129
change history • 127
design data auto input • 129
change management • 127
design documents • 129
change propagation • 127
design object • 129
Change the flow direction of a duct run • 41
design progress check • 129
Choose a working plane • 40
design review • 129
class • 127
design service • 129
classification folder • 127
design standard • 130
codelist • 127
detail schedule • 130
commodity code • 127
Determining the Center of Gravity and Duct
commodity item • 127
Weight • 99
Common Property Tabs • 100
Disconnect a duct feature • 85
Compare Design Basis with the Model • 23
Disconnect a duct run • 83
component • 128
Disconnect a set of duct features • 84
concurrent access • 128
Disconnect Command • 82
Configuration Tab • 100
Disconnecting duct runs using Move • 87
Connecting duct runs using Move • 86
distributed systems • 130
Connections Tab (Duct Component
distribution systems • 130
Properties Dialog Box) • 125
documentation • 130
consolidated tasks • 128

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 Index

drawing tool • 130 functional block diagram • 131

Duct Along Leg Feature Properties Dialog furnishings • 131
Box • 117
Duct Component Properties Dialog Box • G
124
Duct End Feature Properties Dialog Box • General Tab (Duct Along Leg Feature
118 Properties Dialog Box) • 117
Duct Features • 15 General Tab (Duct End Feature Properties
Duct Part Properties Dialog Box • 114 Dialog Box) • 118
Duct Properties Dialog Box • 114 General Tab (Duct Properties Dialog Box) •
Duct Run Properties Dialog Box • 112 114
Duct run to duct run connections • 88, 91 General Tab (Duct Run Properties Dialog
Duct Split Feature Properties Dialog Box • Box) • 113
50 General Tab (Duct Split Feature Properties
Duct Spool Generation Dialog Box • 70 Dialog Box) • 51
Duct Spool Properties Dialog Box • 72 General Tab (Duct Straight Feature
Duct Straight Feature Properties Dialog Box Properties Dialog Box) • 119
• 119 General Tab (Duct Transition Feature
Duct Transition Feature Properties Dialog Properties Dialog Box) • 57, 120
Box • 57, 120 General Tab (Duct Turn Feature Properties
Duct Turn Feature Properties Dialog Box • Dialog Box) • 121
121 General Tab (Duct Turn Transition Feature
Duct Turn Transition Feature Properties Properties Dialog Box) • 123
Dialog Box • 123 General Tab (Insert Component Properties
Dialog Box) • 62
General Tab (Insert Surface Mount
E Component Properties Dialog Box) • 67
easting • 130 General Tab (New Duct Run Properties
edge • 130 Dialog Box) • 43
edge distance • 130 Generate Spools • 68
Edit component properties • 62 generic specific • 131
Edit cross section properties • 42 GUIDs • 131
Edit duct run properties • 41
Edit duct spool properties • 72 H
Edit multiple cross section dimensions • 42
Edit split properties • 50 Header to branch connections • 90, 93
Edit transition properties • 57 host location • 132
equipment catalog • 130 host server • 132
Estimate flow rate • 98 HVAC • 10, 132
HVAC analysis • 132
HVAC in the Integrated Environment • 22
F
fabricate • 130 I
face-to-face • 130
fasteners • 130 initial design • 132
feature • 131 initial structural plan • 132
fence • 131 inline • 132
field adjustment • 131 Insert a single split • 49
flavor • 131 Insert a surface-mounted component • 66
Flow Calculator • 96 Insert a transition feature • 56
focus of rotation • 131 Insert an inline component • 61
full penetration weld • 131 Insert Component Properties Dialog Box •
function points • 131 62
Insert Inline Component • 59

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 Index

Insert multiple splits • 50 Modify component weight attributes • 62

Insert Split • 47 Move a branch along the header • 39
Insert Surface Mount Component • 64 move from point • 134
Insert Surface Mount Component move to point • 134
Properties Dialog Box • 66 MTO neutral file • 134
Insert Transition • 52
instantiation • 132 N
interference checking • 132
New Duct Run Properties Dialog Box • 42
node • 134
J northing • 134
job order • 132 Notes Tab • 109
Join two existing ducts • 79 nozzle • 134
Join two existing ducts at a branch point • nozzle standout • 134
79 NPD (Nominal Piping Diameter) • 134
Join two existing ducts at a nozzle • 80
O
K object • 134
kinematics analysis • 132 occurrence (of part or equipment) • 135
ksi • 132 occurrence property • 135
Occurrence Tab • 110
L Occurrence Tab (Duct Spool Properties
Dialog Box) • 72
leg length analysis • 133 Options Tab (Duct Spool Generation Dialog
library • 133 Box) • 70
life cycle database • 133 origin • 135
link • 133 origin point • 135
lintel • 133 orthogonal • 135
load group • 133 orthographic • 135
location • 133
Log Tab (Duct Spool Generation Dialog
Box) • 71 P
logical member • 133 P&ID • 135
package • 135
M painting • 135
parameter • 135
machinery • 133 part class • 135
macro • 133 part number • 136
maintenance envelope • 133 parts • 136
maintenance records • 133 PDS (Plant Design System) • 136
material analysis • 134 PinPoint • 136
material list • 134 Placement Tab (Insert Surface Mount
methods • 134 Component Properties Dialog Box) • 67
Modify a branch feature • 38 port • 136
Modify a feature • 37 Preface • 8
Modify a set of features • 38 principle of superposition • 136
Modify a split feature • 50 Product Data Management (PDM) System •
Modify a straight feature • 37 136
Modify a surface-mounted component • 66 product structure • 136
Modify a transition feature • 56 production planning • 136
Modify a turn feature • 37 promotion • 136
Modify an end feature • 38
Modify an inline component feature • 61

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 Index

Q Transfer Ownership Dialog Box • 101

trimmed surface • 138
query select sets • 136
trunk • 138
Quick Route • 74

R U
unit/module modeler • 138
reference data • 137 user attributes • 138
Relationships Tab • 112 Using Duct Spools • 68
Remove correlation with design basis • 24
resource estimation • 137
route • 137 V
Route a duct from a transition end • 34 version control • 139
Route a duct from an existing end feature • vertex • 139
35 viewset • 139
Route a duct into a component or nozzle •
36 W
Route a duct into an existing duct to create
a branch • 36 weight and CG analysis • 139
Route a duct into the end of an existing duct welding • 139
• 36 What's New in HVAC • 9
Route a new duct from a nozzle or end • 35 wirebody • 139
Route a new duct run from the end feature • wizard • 139
35 work content • 139
Route Duct • 25 work order • 139
Route Selection Commands • 46 working plane • 139
workset • 139
workspace • 140
S workspace document • 140
satellite server • 137 Workspace Explorer • 140
schema • 137
schema update utility • 137
Select Duct Run Dialog Box • 125
Select Insulation Material Dialog Box • 44
Select objects • 14
Select System Dialog Box • 125
site • 137
site administrator • 137
site setup • 137
sketch and trace • 137
sleeve • 137
specifications • 137
Spooling Tab (Duct Spool Generation
Dialog Box) • 70
stud • 138
suspended floor • 138
symmetric node • 138
system • 138

T
tag number • 138
target point • 138
tolerant geometry • 138

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