Create an Instrument Tag in an EDE View - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

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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 an Instrument EDE View. When you define new instruments, the software creates them according to the instrument type profiles that you defined in the Instrument Type Profile dialog box 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. Generate an EDE View that contains the Instrument Names column.

  2. Right-click on any name in the Instrument Names column, and on the shortcut menu click New.

  3. On the New Tag Number dialog box, do the following:

    1. From the Tag class list, select the tag class according to what you want to create (For example: conventional, Foundation Fieldbus, HART instrument, soft tags or Telecom tag).

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

    3. Click OK.

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

    • If the instrument tag name does not correspond to an existing loop name, you are prompted to enter a loop name based on the instrument tag name 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 number. If a profile exists for the selected instrument type, any new tags for that instrument type will be created with the selected default settings.

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

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

    • Accept the displayed loop number.

    • Click Cancel to create the tag name without a loop association.

  5. Click OK.

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

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

  7. On the Tag Properties dialog box enter the properties as required and click 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 the Domain Explorer without opening the Instrument Index module. For more details, see Create an Instrument in the Domain Explorer.

  • When creating a new instrument 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.