Retrieving Documents - Intergraph Smart P&ID - 11 - Help - Intergraph

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When you retrieve documents into an authoring tool, you are retrieving the document data that was published by another authoring tool. For example, in Smart Instrumentation, you can retrieve engineering information from a published P&ID into the Smart Instrumentation database.

The authoring tools provide commands that let you select a document and retrieve it into that tool. You can use either the SmartPlant > Retrieve command to open a wizard that assists you in retrieving applicable documents, or with some authoring tools, you can configure an automatic retrieval feature.

When you publish a 3D model, you must now enable the Scheduler and Loader in SmartPlant Foundation to make the 3D model data document retrievable. The load, consolidate, and merge tasks must complete successfully before the 3D model document can be retrieved.

The software trims all leading and trailing spaces from all strings and from all values without units of measure. These spaces do not appear in the retrieved data file.

Additionally, you can access the Web Client through the SmartPlant > Browser command. This allows you to select the document or documents that you want to retrieve from your Web Client To Do List, the tree view, or by using the Web Client search functionality. After you select the documents that you want to retrieve, you can use the Retrieve command on the Web Client SmartPlant menu to start the retrieval process.

The Retrieve command provided in the authoring tools is slightly different from the Retrieve command available in the SmartPlant Foundation Web Client. The Web Client presents a list of documents from which you can select those you want to retrieve. However, when you use the command from an authoring tool without first selecting documents, the software searches the SmartPlant Foundation project for documents to retrieve, and these are presented in a list on the Retrieve dialog.

You can retrieve a document in two ways:

As published

Retrieves only the data the authoring tool originally published with the selected revision and version of the document. Retrieving as-published data retrieves the .XML file the authoring tool published from the appropriate SmartPlant Foundation vault.

With the latest data

Retrieves the latest data associated with the selected document in the SmartPlant Foundation database. If another, more-recently published document contains updates to objects in the selected document, the software retrieves the most current data in the SmartPlant Foundation database for those shared objects. When you retrieve the latest data, SmartPlant Foundation generates an .XML file containing the published data.

Document Types for Retrieval

The types of documents that you can retrieve depend on the authoring tool you are using. The following lists include the documents that each authoring tool can retrieve:

Aspen Basic Engineering

  • Equipment Data Sheets

  • P&IDs

  • Process Flow Diagrams (PFDs)

  • Plant Breakdown Structure (PBS)

  • Project Lists

  • Summary Sheet documents and data

Smart P&ID

  • Equipment Data Sheets

  • Equipment Lists

  • Instrument Index documents

  • Instrument I/O Assignment documents

  • Instrument Master Lists

  • P&IDs

  • Process Flow Diagrams (PFDs)

  • Stream Data Sheets (published as Equipment Data Sheets)

Smart Electrical

  • P&IDs

  • Smart Instrumentation Electrical Signal Lists

  • Smart Instrumentation Electrical Power Elements

  • 3D Cable Data (Smart Review File Type)

Smart Admin

  • PBS

  • Project Definition Documents

Smart Instrumentation

  • Instrument Index documents

  • Instrument Process Data Sheets (IPD)

  • P&IDs

  • Plant Breakdown Structure (PBS)

  • Project Definition Documents

  • Smart Electrical I/O Lists

  • Smart Electrical Power Elements

Smart 3D

  • P&IDs

  • Cable Schedules

  • Dimensional Datasheets (DDPs)

  • Plant Breakdown Structure (PBS)

  • Project Breakdown Structure

  • Project Lists

PDS

Does not retrieve

All Authoring Tools

From the authoring tools, you can retrieve the plant breakdown structure (PBS) and project documents. The PBS and project documents, created in SmartPlant Foundation and published, are retrieved by authoring tools to provide information about the plants, areas, units, projects, and contracts that need to be created in the authoring tool so that the information is consistent across all authoring tools.

The PBS document published by SmartPlant Foundation contains information about the physical plant with a structure consisting of plants, areas, and units. The default structure is plant/area/unit, but you can define a custom hierarchy in the Schema Editor. The project breakdown structure, project list, and project definition document contain information about the project or projects and their statuses in a plant/project structure.

  • Retrieving the project breakdown documents and the PBS into Smart Engineering Manager creates the appropriate structures automatically.

  • When using Smart Instrumentation, you must create the plant hierarchy according to the PBS information in SmartPlant Foundation before you retrieve either the PBS or the project definition document. You must create a plant hierarchy with at least three levels with a minimum of one unit before you can retrieve the PBS and project definition document.

  • When working in a project, retrieval is not available.

  • For certain document types, the tool schema definition can specify that To Do List tasks (Create, Update, or Delete) will not be generated for those document types. See Suppress Generation of Tasks on Retrieve.

Data Handling After Retrieval

The authoring tool that you use also determines how the system deals with changes in downstream data when you retrieve a document. Smart P&ID, Smart Instrumentation, Smart Electrical, and Aspen Basic Engineering analyze the impact of the newly retrieved data on the existing database, and then place tasks on the authoring tool's To Do List that allows you to modify items at the appropriate time in the design process. The To Do list gives you the opportunity to view and understand potential changes before accepting your changes. In Smart 3D, you can view the P&ID using the View > P&ID command to pull in the data and correlate items.

Design Basis

Objects that tools retrieve from other authoring tool documents can become the design basis for objects in downstream documents. Objects that become the design basis for other objects can be specific objects that get richer as they move through the life-cycle or can be schematic or logical objects in one application that evolve into more detailed objects downstream.

Design basis is implicit based on retrieval; you do not have to define it. For example, a pump retrieved from a PFD becomes the design basis for a pump in the P&ID. When you change common properties for the pump and retrieve the changes into Smart P&ID, tasks to update property values automatically appear in the To Do List. The same process works for logical items that are a design basis for other items, such as a stream in Aspen Basic Engineering that results in multiple pipe runs in Smart P&ID, or a P&ID tag in Smart P&ID can evolve into a control loop with associated tag numbers in Smart Instrumentation.