Enables you to set naming conventions in a specific <unit> for various items that you can create in Smart Instrumentation. By default, for all item types, you set naming conventions using the Flexible standard. If required, for instruments or loops, it is possible to set naming conventions using the ISA or Loop standards.
Parent hierarchy — Displays the plant hierarchy to which the current <unit> belongs. Click Browse to specify a <unit>.
When creating new <units>
Copy all conventions from the current <unit> — Allows you to copy all the naming conventions that exist in the current <unit> to every new <unit> that you create using the Plant Hierarchy Explorer. This option does not apply to <units> that already exist in your domain.
You can only select this check box in one specific <unit> in the entire domain, regardless of the parent hierarchy items to which this <unit> belongs. However, if you already selected this check box in another <unit>, you can still set the software to copy naming conventions from the current <unit>. In this case, the software automatically clears the check box in the other <unit>.
In a domain with more than 3 hierarchy levels, when copying a unit from the DEFAULT plant in which the Copy all conventions from the current <unit> check box is already selected, make sure that you clear this check box in the unit belonging to the DEFAULT plant and then select it again in one of the new units. If you do not take these actions, each new unit will automatically be created with the default naming conventions and the copy unit functionality will become unavailable.
Convention — Allows you to select an item whose naming convention you want to set or modify. The Convention list displays all items for which it is possible to set a naming convention.
ISA Standard — Enables you to use the ISA standard when defining a naming convention for instruments or loops. When you click the button, the software automatically displays the naming convention segments pertinent to the ISA standard.
Loop Standard — Enables you to use the Loop standard when defining a naming convention for instruments or loops. When you click the button, the software automatically displays the naming convention segments pertinent to the Loop standard.
If you already defined a naming convention for instrument tags or loops and want to modify an existing convention, do not click the button again. Clicking any of these buttons resets your instrument or loop naming convention to the default settings for the current standard.
Sample — Shows a preview of the naming convention that you have just defined. Each group of characters depicts a different part of the name. The separators appear as selected.
Length — Displays the total number of characters in the current naming convention. All naming convention strings can have a maximum length of 50 characters.
Remove trailing spaces in each segment — Only available for naming conventions of wiring items, control system tags, and
document numbers. Removes trailing spaces from each segment of an item name created according to the
naming convention. In item names or document numbers, trailing spaces can appear if the actual number
of characters in a segment is smaller than the segment length. For this segment, on creating the name, the software adds trailing spaces to match
the segment length. For example, you defined a cable naming convention comprising three segments and
a (-) separator. A cable name created according to this naming convention appears as follows:
C-MP - 10, where two trailing spaces appear after MP. If you select this check box, this cable name appears as shown: C-MP- 10.
The software does not remove spaces that are part of separators or appear at the beginning or in the middle of a segment.
When a wiring item or control system tag naming convention includes free segments, the software removes spaces only from the first and last free segment.
Remove spaces in file names (only available when you select a document from the Convention box) — Allows you to remove spaces from the name of the document files. When saving a document as a file, the software automatically applies the document item name to the file name. For example, when you generate a loop drawing without opening the drawing, the software saves the drawing file with the name of the source loop number. If the source loop number has spaces, the software removes the spaces from the drawing file name.
Segment Category — Displays segment categories for which you can select specific segments that comprise the naming convention string. The segment categories change according to the item you select from the Convention list.
The Segment Category list always includes three default levels of the plant hierarchy, even if you defined more than three levels in the Plant Hierarchy dialog box. The default segment categories are Plant, Area, and Unit, where Plant stands for the highest hierarchy level item of the parent hierarchy, Unit for the current <unit>, and Area for the intermediate level item under which you created the <unit> in the Plant Hierarchy Explorer.
When several prefix segments are defined, the last segment on the list will be considered as the name prefix.
Seq. (Sequence) — Displays the position of the segment in the naming convention string. You cannot change this setting.
Separator — Allows you to enter any character or string that you want to appear as a separator between the segments in the naming convention string. Observe the preview in the Sample box to see how your settings affect the entire string. You can type any character or combination of several characters as a separator. The separator always appears before the segment that you define. For example, If you define a separator / for Segment A, the name appears as /A. If you want to add a separator between two segments, for example Segments A and B, you must define the separator only for Segment B.
If a separator is the last character in the name of an item that is not a control system tag, the software removes the separator from the name. For example, if your instrument naming convention includes a / separator before the COMPONENT SUFFIX segment, the FT-100 tag number with the A suffix appears as FT-100/A and without any suffix as FT-100.
If you do want a separator to appear at the end of the item name, you must add another data row and select Free Segment as both segment category and segment. Then, you define a separator and also define the Free Segment length as 0.
Segment — Allows you to select a segment for the corresponding segment category. The list of segments change according to the category you selected from the Segment Category list. For example, for the Unit category, you can select a Unit Number, Unit Name, or custom field segment as the prefix segment of the naming convention string.
When applying a naming convention that includes a rack segment, a slot segment or both to a wiring item that does not have a rack or a slot as its immediate parent item, the software omits this segment.
Start — Allows you to enter a number that determines the starting position of the corresponding description setting to be used in the appropriate segment of the naming convention.
Length — Allows you to enter the number of characters (starting from the determined position in the Start field) to be taken from the description setting and used in the segment of the naming convention.
Apply — Saves the naming conventions for the selected <unit>.
Copy From — Allows you to select a source unit and copy its naming conventions to the current <unit>. This button is only available when the current <unit> is empty.
Copy To — Opens a dialog box where you can copy the current naming conventions to another <unit>.
Add — Adds an empty row at the bottom.
Insert — Inserts an empty row above the cell that you click. If you do not click any cell, the Insert button functions like the Add button: the software adds an empty row at the bottom.
Delete — Deletes the row in which you clicked a cell.
Move Up — Moves the row up.
Move Down — Moves the row down.