Create an Instrument in the Domain Explorer - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

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English
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Intergraph Smart Instrumentation
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Smart Instrumentation Version
13.1

This option shows you how to create an instrument in the Domain Explorer. When you define new instruments, the software creates them according to the instrument type profiles that you defined in the Instrument Type Profile dialog for a selected instrument type. Defining a profile allows you to set instrument type default settings for new instrument tags and thus create them with certain predefined properties based on the instrument type you select for the new instrument. You set profiles for every instrument type that you use. Consequently, make sure that you set and activate all the required instrument type profiles before you start creating new instruments.

  1. Press F7 to open the Domain Explorer.

  2. Expand the plant hierarchy to display the Instruments and Loops folders.

  3. To create an instrument that is not associated with any loop number, right-click the Instruments folder and select New > Instrument.

    OR

    To create an instrument that is associated with a specific loop number, expand the Loops folder, right-click the required loop, and select New > Instrument.

  4. On the New Tag Number dialog, from the Tag class list, select the tag class according to whether you want to create a conventional, Foundation Fieldbus, HART instrument, soft tags, Telecom tag, and so forth.

  5. Type the name of the new tag. For details on instrument tag naming conventions see Instrument Tag Naming Convention.

  6. Select OK.

  7. If the Select Instrument Type dialog opens (because there is more than one record for a given instrument type acronym), select the required instrument type and select OK.

    • If the tag name does not correspond to an existing loop name, you are prompted to enter a loop name based on the tag you have entered. If the loop identifier already matches an existing loop, then the new tag name will automatically be associated with the loop.

    • If the loop convention includes the loop function parameter, the prompt will always appear. In this case, you must complete the loop name. If a profile exists for the selected instrument type, any new tags for that instrument type will be created with the selected default settings.

  8. On the Loop Name dialog, do one of the following:

    1. Type the loop number that the new tag is to be associated with.

    2. Accept the displayed loop number.

    3. Select Cancel to create the tag number without a loop association.

  9. Select OK.

  10. On the Loop Number Properties dialog, accept the loop number properties or modify them as required and then select OK.

    The Loop Number Properties dialog only opens if the tag number is associated with a loop number.

  11. On the Tag Properties dialog enter the properties as required, and select OK. For details on entering power supply data (not available if the selected Tag Class is electrical), see Enter Power Supply Data for Panels and Instrument Tags.

  • You can also create a new instrument tag in an Instrument EDE View. For more details, see Create an Instrument Tag in an EDE View.

  • When creating a new tag, you can determine if process data is required for it, and if so, at what stage the information should be entered by a process engineer. For more details of workflow implementation, see Workflow.

  • To trim extra spaces in a tag name, enable the Trim Instrument Tag Names rule. In Smart Instrumentation Rule Manager, expand the Instrument Index > Consistency hierarchy. Double-click the Trim Instrument Tag Names rule and then clear the Disable rule check box on the General tab of the Rule Properties dialog box. Note that this rule is provided to you as part of the shipped data.