Correlation - Intergraph Smart P&ID - Help - Intergraph

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Smart P&ID Version
9 (2019)
Smart Engineering Manager Version
10 (2019)
SmartSketch Version
10.0(2018)

Correlation can be defined as establishing a design basis for an item that has a separate representation in two tools. For example, an instrument can share a design basis between Smart P&ID and Smart Instrumentation; if data for that instrument is updated and published from one of the tools and then retrieved in the other tool, an Update task is generated for the correlated item.

In many cases, a one-to-one relationship exists between an item in an external application and an item or items in the drawing software. For example, a piece of equipment defined in Aspen Basic Engineering usually maps to a single equipment item in Smart P&ID. In these cases, after correlation has taken place, it is not possible to correlate the item in Smart P&ID with any other item in the external application unless the item is first uncorrelated. In addition, if an item that has a design basis is deleted and then published in the external application and afterwards retrieved in Smart P&ID, a Delete task will appear in the To Do List for the correlated item.

Correlation of the same item with different applications occurs independently.

For some types of piping, a single item in the external application is associated with multiple items within the drawing software. For example, a single stream item in Aspen Basic Engineering normally maps to multiple pipe runs in Smart P&ID. The Correlate command allows you to review and manage these relationships within the drawing environment.

Automatic Correlation

Automatic correlation takes place when you run a task in the To Do List for an item that does not have an existing design basis. This can occur in the following situations:

  • A newly-created item in the external application that does not have a matching item tag in Smart P&ID is retrieved in Smart P&ID. This results in the generation of a Create task. When this Create task is run, the item is created in the Smart P&ID drawing and is automatically correlated with the item in the external application.

    Automatic correlation does not take place for items that are initially created in the plant stockpile, such as loops. Such items must first be moved to the active drawing stockpile and then correlated manually.

  • An item in the external application that has a matching item tag in Smart P&ID and non-identical mapped properties is retrieved in Smart P&ID. This results in the generation of an Update task. When this Update task is run, the properties of the item are updated in Smart P&ID and the item is automatically correlated with the item in the external application.

Manual Correlation

Manual correlation is available on the To Do List for Create tasks only, and is allowed under the following conditions:

  • The selected item cannot have an existing design basis for the same tool from which the item was published.

  • The selected item must be of the same item type as the item for which the Create task applies.

  • If a catalog item exists for the selected item, its catalog item type must be the same as the catalog item type defined for the Create task.

For more information, see Perform Manual Correlation.

Uncorrelating Items

When a design basis exists for an item, the item can be uncorrelated in one of the following ways:

  • On the To Do List, you can uncorrelate items from their Update or Delete tasks. See Uncorrelate Items from the To Do List.

  • Using the SmartPlant > Uncorrelate command, you can uncorrelate items even if they were not deleted or their properties were not changed in the external application. See Uncorrelate Items.

Changing the Design Basis of an Item

It is not possible to directly change the design basis of an item; however, this can be achieved by first uncorrelating the item and then performing manual correlation between the required items. The uncorrelate step makes the item on the drawing or in the active drawing stockpile available for manual correlation with a suitable item in the external application. Where the uncorrelate step is performed on an Update task on the To Do List, that task is permanently removed from the To Do List. The next time the document is retrieved, the To Do List is updated and a Create task is generated for the item, allowing you to correlate the item in the external application with a new item in Smart P&ID (by running the Create task) or with an existing Smart P&ID item (by performing manual correlation for the Create task).

Update tasks only update those mapped properties that are different in the two tools. When changing the design basis of an item that includes uncorrelation of an Update task followed by manual correlation to a different Smart P&ID item, it is recommended that you retrieve the item again and run any new Update tasks that are generated so as to synchronize the item's properties.