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CADWorx 2013

Specifications

Comprehensive training in
the new CADWorx 2013
Specifications!

nthony W. Horn
CAD Training Technologies,
LLC Copyright 2012 All
rights reserved

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CADWorx 2013 Specifications


Video 1

Table of Contents

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Technologies, LLC

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CADWorx 2013 Specifications


Video 1

Video i - Getting Setup


The CADWorx environment
Video ii - Setting up Isogen
Project Manager and folders
Video iii - Using Video Training Maximizing the videos

Video 1
Setting the Configuration Creating a Company Catalog
Video 2
Modifying the Size Table Viewing the other Tables Importing Legacy Data Files
Video 3
Creating a New Data File A New Top works file
Video 4
Valve with Special End Types
Video 5
Creating a New Project Importing Legacy Specs
Video 6
Modifying Component Info Thickness in Long Desc. Adding Top works in a Spec Testing Results
Video 7
Adding Valves to the Spec Testing Results

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5. With the new system, we'll be able to create components with


different conditions very easily, which was something that was
really quite involved when we were working with the older
version. The new version also contains a branch table. This
will add additional controls to how our projects get modeled by
our designers.

6. So at first, our new version might take a little bit of getting used
to, but the end result is going to be a much improved way of
setting up our specifications and component data. So let's take
a look at that now.

7. I have to Windows Explorer opened, and I'm in the CADWorx


folder. Here is the Plant folder. If I double-click Plant and I
look, now we don't see the Library_I or other library folders.
We do have a spec folder, though, so I'm going to doubleclick that one, and we'll take a look at its contents.

8. What we have now are some sample catalogs. We see a


collection of specific catalogs, as well as a sample_inch catalog
and a sample_inch project. So now the new data structure, the
new way we're going to put together our component
specifications is going to include projects.

9. One way we can start the spec editor is to double click this file
the CADWorxSpecEditor.exe file. So I'm going to doubleclick that file and the spec editor will start.

10. You can also start the spec editor from within CADWorx. If we
went to CADWorx and you look on the CADWorx Plant I tab,
there's a button that will start the spec editor. So you can
start it from within the folder, the way we just did, or you can
also start it from within CADWorx itself. One option or one
advantage of doing it the way we just showed you, where you

double-click CADWorxSpecEditor.exe is it allows you to run the


spec editor as a standalone application. So you could copy
these files over to machines where people might work on
specifications but don't necessarily do design work.

11. What we're going to do first is set up our new catalog. A


catalog in this system is a collection of tables that are the
source files for all of the components. In the past, it would be
similar to working with library_M or library_I. We can use the
sample catalogs if we choose, but if we start adding or
modifying it, well changing the source catalogs. It's better to
make our own copies, and then keep the ones that ship with
the system separate.

12. Click this top button and select new catalog. There are
several types of catalogs: a company catalog, an industry
catalog, or a global catalog.

13. If we're an end user, we would make a company catalog. If we


were an engineering design firm making a variety of catalogs
for clients, we might want to make an industry catalog. I'm
going to click on company catalog. Ill leave the name the
same here (Company1.cmp). You can insert your company
name in the field if you want.

14. Next well tell the system where our source-file is located. If
we go to this box with dots in it and click, we can choose one of
the samples that ship with the system. For this example, I'm
going to use the Sample_Metric_Inch. Why don't you do the
same for this starting example, and then later you can do the
one you like?

15. After selecting that, click open. Next well set the units. Click
the down arrow, and choose the Metric/Inch format. Now
things are set as needed.

16. The catalog can be saved in different locations, if you want to


locate it in a specific folder. Ill save this example in the default
folder and click OK. It's essentially a blank catalog at this point.

17. If I double-click the data tables, there's nothing down in


them. The sample catalog that I used for my source is down at
the bottom of the screen. It's shown as the base catalog here.

18. If you click the plus next to size table in the base catalog at
the bottom, you can see there is a size table in the base
catalog. Ill highlight it and then hold down the left mouse
button and drag it up and release. It will get copied into the
size table in the new company catalog.

19. So that's what we're going to do. We're going to click these
tables in the base catalog drag them up into our company
catalog. That way we can build our catalog to match the
sample. The reason you use this method is there may be some
things you don't want to bring in. Ill copy the thickness table
up, and I'll do the same with the end type tables. You can
see there are a variety of tables in the base catalog.

20. Ill click on the buttweld end type, and then I'll scroll down
while holding down the Shift key. That selects all of these.
Then drag them up, and theyll be copied into the end type
table in the company catalog.

21. Now we'll bring in the data tables. These are all the
measurement files. These used to be text files in the library
folders in earlier version. In this version they dont contain
descriptive data, just measurement data.

22. Ill come down and click the plus next to data tables. The
different component types are all listed. Holding down the
shift key, Ill click the first and last one listed, which will
select all of them.

23. Then holding down the left button of the mouse, Ill drag
these up to the company catalog and release. They'll be
copied from the sample catalog into the company catalog. If I
hit the plus next to data tables in the company catalog, I can
see that all the information is in there. So why don't you get it to
this point, and then we'll continue from here?

Specifications Video Two


1. In the previous video we created our new catalog. Now lets
see how it's organized. This is a list of tables that contain
all the information needed to describe the components and
to build working specifications.

2. Looking at these, we have a size table; we have a material,


schedule, thickness, end type, and data tables. I'm going to
click the plus next to the size table, and I'll double click
Size, and the table opens.

3. I can see now that this catalog is going to be able to handle


components that range from an eighth of an inch all the way up
in size to 60 inches. We can add to this table or take things out
if we want to. It's an XML file, and it's going to behave similar
to a spreadsheet.

4. For our example, highlight the three and a half, or just click in
this square, and then you can right click and click to remove
this row. Click "OK", and it will take that size out of the table.
You can see that its quite easy to work with.

5. Click the plus next to the material table. Double click MAT
and it opens the list of materials that are available for our
components. We can see different kinds of specifications,
grades, compositions, and densities. We can see how these
are applied to various types of components.

6. There's also a part number associated with each particular kind


of material. Later, we can use these values to build an
automatic part number for each component.

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CADWorx 2013 Specifications


Video 2

7. Scrolling down, you can see this list is very extensive. Here's a
typical entry, an A53 Grade B. The densities are going to be
used later, along with the thickness table, to calculate the
weight of components.

8. Next, well take a look at the schedule table. Double click


SCH to open it. Shown are the various schedules that are
included in this catalog. You can always add to these if you
like.

9. We'll do the same on the thickness table. We'll click the


plus, and double click THK. The system shows the
component thicknesses. If we look at a one-inch component,
we can see how the thickness are shown based on the
schedules.

10. Go to schedule 40 columns and expand it. The wall


thickness on a one-inch schedule 40 is 3.38. That's the value
listed in millimeters. If you're working in imperial, you'll have a
decimal inch value. This table is going to contain all the
thickness information needed for these components. The
system has the ability to map these thickness values into the
long descriptions; there's an easy process to make that
happen.

11. Next, click the plus next to end type tables and expand it.
There are a number of end types available for use in CADWorx.
It is straight forward to create components with different end
types. For example, we could make a gate valve that's
threaded on one side and flanged on the other. We'll do that
as part of our exercises later.

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17. This will let us bring in some files. We can bring in an individual
file, or we can bring in folders. We can also take things out.
I'm going to click "Add Files," and we can do a search and
find the file to import.

18. By default, the system will take you to your current location on
your newest version of CADWorx, probably in the spec folder.
Click on the C: drive, and well find the folder or file we want
to bring in.

19. If you have a previous version of CADWorx on your machine


you could go to the CADWorx 2012 or CADWorx 2010 folder
(whatever version you might have). If you don't have a
previous version of CADWorx on your machine, Ive included
the
file youll need in this video in the download files.
Theres a button called Lesson Files on the webpage where
this video is being played. You can click it to download the files
youll need in these exercises.

20. In my case, I'm going to go back to CADWorx 2012, since I


have previous versions loaded on my machine. I'll double
click that, and I'll go to Plant and double click it. I'll go to
Library_M, because that's the format I'm using, and I'll go to
the 150.

21. Now Ill look for the data files that I need. What I'm looking for
is a flanged gate valve data file which is set up for larger sizes.
It's this one right here (GAT_F_L.150). If I double click it, it
will bring it into the import dialog box. Note: If you dont have a
previous version of CADWorx on your machine you can double
click the file in your CADWorx_Lesson_Files\Specifications
folder that you downloaded. The file is named GAT_F_L.150.

22. Clicking By Column Name displays some column names. If


you click By Column Count you'll see those. We can bring it
in by either one.

23. Click By Column Count. If you double click the file name,
the data file will open and you can see the
This is a
details.
gate valve that goes from 18 up to 48 inches. So this will work
great for what we need.

24. In the older versions, the data files included what manufacturer
the valve data came from. This information in this file came
from a Crane 55 catalog. The valves usually have information
like this given since they can vary. With fittings, this information
is usually not included since they're going to be consistent.

25. We've got this highlighted. We've got a list of data file types, so
we will select one that matches the type of file were bringing in.
If we select the Gate Valve, Buttweld/Flanged, and we click
Import, it will import the data file into our catalog.

26. Another thing to do is click on the View Log File button, and
you'll see a record of the different conversions that you've done
to bring in legacy data into your catalog. This is something you
can print out later to have a record of your work.

27. Now lets click the "Close" button. Look down under gate
valves and youll see the file we just imported. Here it is, this
gate flange large (GAT_F_L_150). If we double click it, the
file will open, and we can see the data.

28. So that's how you can bring in legacy data into your catalog in
the new version. You might have some components you built
yourself from scratch, and you want to bring them in and have
them as part of your catalog.

29. So you

do what weve shown up to here, and then we'll

continue after that.

Specifications Video Three


1. We're making good progress. In the previous video, we
imported a legacy file, a file from CADWorx 2012 or 2010 that
could draw large gate valves. We saw how to go about
importing information into the 2013 system from specs and
from data files that were created in earlier versions.

2. Now well see how to create data files from scratch. We'll
create a couple of new data files in this video. This is what
youll do in the future, for example, if you want to add a new
type of valve into your catalog.

3. In this example I've got a couple of cut sheets for some valves,
and we're going to use those as examples. Another thing we're
going to take a look at is some of the enhanced mode
settings, which will show enhanced graphics. In this new
version of CADWorx, if you set your drawing mode to
enhanced, the system can display bolt holes in the flanges.

4. Lets look at flanges. Ill expand the types of Flanges, and


click on the plus next to Flange Weld Neck, and then Ill
double click on the FLG_W_150. This opens up the data file.

5. There are three things to fill out to get the enhanced graphics
to work. They're going to be values for the bolt hole diameter,
the bolt circle diameter, and the bolt hole number. Then
when were running in enhanced mode we'll see the holes
in the flanges get modeled, based on these values in the
data tables.

6. Well close this for now. Next were going to build some data
files from scratch. We'll be adding a couple of valves. Scroll
down to Valves and click the plus next to that to expand it.
Scroll down to Gate Valve and click on the plus next to that.

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CADWorx 2013 Specifications


Video 3

7. Hover the pointer on Gate Valve and then right click and we
can add a data table. The system will bring up a dialog box for
us, and we can begin to fill this out. So what we'll call this one is
GAT_F_CMPT_150. This will be a data file for a compact
flanged gate valve, 150 pound rating.

8. In the size table click the box with 3 dots. Here you can
specify the sizes that you want to work with. Well enter an 8,
10, and a 12 valve. You could add however many sizes you
wanted to include.

9. The next step is to set these valves to have the same end
condition on both ends. Click the box to Apply to the same
end-type on both ends. The first end will be a flange.

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10. For the end type, select the FLG_gat_f_150.

11. The part number is optional.

For this example, let's put in

0055. For description, we can put in here GATE VALVE,


COMPACT EXPANDING, and click OK.

12. Our data file for is ready for filling out. Click in the box
underneath the hub OD diameter and we'll put in some
values. We're going to use 342, and the one under that will be
406. The one under that will be 482. Then we'll go over to
the right for the lengths, and we'll enter 292, 330, and 358.
Finally for the weight, click in the field for that and enter
281, 399, and 562. This will complete the dimensional
information for the valves.

13. Now click the X to close it, and save it. The system has a
small indicator next to the name, but that will disappear once
the project or the catalog is saved and
We now
reopened.
have the measurement data in here to draw this. Next well
add some top works for this valve.

14. Minimize the valves and scroll up to Top Works.

Click the

plus. Click the plus next to Wheel. This is where well add a
Top Works file. Hover over Wheel and right click. Now we
can add a top works data file for the gate valve we just
created.

15. The name for the top works file will be


WHEEL_GAT_CMPT_150_M.

16. For Type, click the down arrow, and select Wheel. Size will
be the same, 8, 10, and 12. Description: TOP WORKS FOR
COMPACT EXPANDING GATE VALVE, then click OK.

17. Now well fill out some data.

Theres not a lot required. This

value will be 150, 165, and then finally 178. The operator
thickness will be 12, 15, and 18. The operator length will be
1168, 1376, and finally 1567.

18. Now close this by clicking the X, and save it. This is ready
to work now. We have one more valve to add, but let's save it
for the next
Get this information filled in as we showed,
video.
and then we'll continue on after that.

Specifications Video Four


1. In this video, we're going to continue adding a second valve.
This valve will have different end types on each end. This valve
will be threaded on one end and flanged on the other end.

2. Were in the spec editor. Click the plus next to the data
tables, scroll down to valves and click the plus next to it to
expand the list. Click the plus next to gate valves and that
will expand. When we look at the data files, we can see our
previous valve (GAT_F_CMPT_150).

3. If your display has a small graphic next to the valve we


previously entered, its usually not a problem. To clear it, you
can close and reopen the spec editor. Another way is to go
ahead and right click on this, and go to Properties. Under
Properties, add initials or your name under the "Created by"
and "Edited by" fields. If you then close the Properties dialog
it should clear the exclamation point graphic.

4. Now we'll add the second valve. I'm going to right click on
Gate Valve, and I'm going to add a data table. This is going to
be a gate valve that has special end types. Push down the cap
lock key and type GAT_THD_x_FLG. It's a gate valve
threaded on one end and flanged on the other.

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CADWorx 2013 Specifications


Video 4

5. We need to have a size table available next. If you don't see it,
click the down arrow and just select size. We're only going to
do one entry for this example. Click the box with the dot dot
dot, and we'll set it for two inches. Click OK once thats done.

6. This valve will have different starting and ending


conditions. On the previous valve we had that box checked,
since we had flanged on both ends. But for this valve, for the
starting end click the down arrow and look for a threaded
gate valve.

7. Scroll down and look for "threaded." Then look for a gate
valve. The one listed is "threaded gate", and it's got an 800
pound rating (THRD_GAT_T_C_800).

8. Well do something similar for the other end condition. Look for
"flanged gate", so scroll down to "flange," and look for GAT.

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9. Listed is the FLG_ gat_f_150. The part number is optional but


enter 0056. The description will be GATE VALVE, THD x
FLG. Once finished, click OK.

10. We have one size valve to fill out. On the hub OD, use 60.3.
For the length, enter 178. For the weight, enter 4.

11. Click the X in the corner of the dialog box to close this and
click Yes to save it.

12. The graphic next to the new file appears. Right click here, and
go to Properties. Enter your initials here. In my case, I'll put
AH, and I'll do the in the lower field, then close it.

13. To clear the graphic, well close and reopen the Company
catalog. Click on the main button at the top, and click on
Sample Inch. Save the work when prompted.

14. Open the Sample Inch catalog. Next, click on the new
catalog you just completed (Company1.cmp). When it
reopens, everything will come in clean. Go to Data Tables,
and click the plus, and come down to Valves. Expand the
Gate valves and you can see now that the work we just
completed is there. So saving and reopening the catalog will
clear notification symbols like we just had.

15. The next videos will cover working with specifications. We'll
bring in some legacy specs, and we'll add some records to
them. We'll also use these data files we just completed and
well add them into a spec for use.

16. We've got a few more things to cover, but we're making good
progress!

Specifications Video Five


1. In the previous videos, we've been working with the catalogs.
We set up a company catalog, and we organized some tables.
So we have a lot of data that we can begin to work with. What
we're going to do now is organize that data in specifications.
After that the specs can be used to model components in
CADWorx.

2. The Spec Editor is running. You can click the button on the
Ribbon to start it, or you can go in the folder and double
click the .exe file to start it.

3. Click the top button in the spec editor and select "New
project." Projects are collections of specs. Its how theyre
organized in the new
Leave the name as Project1, or
version.
you can add your own name if you
The system requires a
like.
source catalog. Click the box with three dots in it to
browse.

4. Now just looking at what's listed we can see some of these are
quite specific. This one, for instance, is going to be for
fiberglass reinforced pipe in inches, in imperial sizes. Here's
one that's going to be stainless steel in inches. So this is how
they brought some of the old data across. They have them
formatted the data files and spec information in this way now.

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CADWorx 2013 Specifications


Video 5

5. Toward the end of the list we see some sample inch, sample
metric, sample metric inch catalogs. These are going to be
more extensive. These actually are what we used to see under
LIB_I or LIB_MM or Lib_M.

6. And we used the Sample_Metric_Inch catalog when we made


our first catalog, our Company catalog. So lets go back and
select that one, its going to be the Company1.cmp file, the
Company catalog, and click open.

7. For the bill of material type, leave that as fabrication.

8. Next are some options for setting up a long description format


or a part number format. One option is to select certain fields
out of the tables, and the system will actually put these together
into a string for you as a long description.

9. This is a way to automate descriptions in your specifications.


You can bring in some material information. You can bring in
some thickness information, if you would like to include
thickness values into the long descriptions. We'll look at that
closely in a later video. For now, let's leave it blank.

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10. There is a similar option for setting up a part number. The


system now allows us to bring in different fields out of these
tables and put them together into a string that would build a
dynamic type part number. Using this approach, we can know
exactly how to order a specific component.

11. For this project description enter Test Project. By default, it


will save it in the CADWorx folder under Plant, under Spec.
You could save this elsewhere if you wanted to. I'll just say OK
here and accept the
(Note: If you want to restrict
default.
access to modifying your projects and specifications you
can save these in a folder on your network with access
restrictions)

12. Our project has been created. At this point, we could add a
spec from scratch or we could import one into our project. We
have some other options here. We could move data from a
previous project over to our new
For this example, let's
project.
import a legacy specification into our Project. Click on the
Import Legacy Specification button.

13. Click the box with the 3 dots in it to browse. Browse to your
old CADWorx folder (if you have one). On my machine heres
a CADWorx 2012 version. If you have old specs elsewhere on
your system you can browse to them and import them.

14. If there are not legacy specs on your machine I included


some in the folder you downloaded with the lessons files in it.
You should have a CADWorx_Lessons_Files\Specifications
folder. If we go there for a moment, youll see there is an A10,
B10, C10 spec. So you can use these if you like. I'm going to
go back to my CADWorx 2012 and get mine there.

15. Select the A10_M spec, and click Open.

16. The system requires a catalog to link to. It also needs a size
table. We'll select Import and the spec will be imported. A
note here shows that it came in successfully.

17. Import the A10, B10, and C10 spec. You can import them
from the CADWorx_Lesson_Files\Specifications folder, or if
you have some on your system you want to import in, you can
select them. I'll import the B10_M and the C10_M specs. You
can also bring in any of the old sample specs as well, if you
have access to them. (Note: In the Spec folder in your
latest version you can also import data from any of the
catalogs, projects, and specs in the folder. These are new
versions of the legacy specs found in earlier versions of
CADWorx)

18. Complete things as shown to this point, and well continue


after that.

Specifications Video Six


1. Now let's modify the spec. I'm going to double click the
A10_M, and it will open in the editor. I'll get a list of
components displaying, and there is a detail screen in the lower
half of the screen. This will fill out as I select a component.

2. Let's say that we wanted to modify the pipe information. I'm


going to click the plus next to "pipe," and I'll look and see
what is in our spec, and we have three entries. There's the half
to inch and a half, 2 to 24, and here's some pipe nipples.

3. I'm going to click on the 2 to 24. When I click it, it starts filling
out the bottom part of the screen with spec information.

4. If I scroll up and look, I'm going to change some things. I'm


going to change the description. What I'll do is I want this to
say Schedule 40 in this particular spec, so I'm going to just
type "SCH 40." And then to make this come out, I'm going to
come over here and select for the schedule, 40 for that. If I
click on another one of these boxes, it'll set that.

5. So that part is set.

Let's say now that I wanted the description


to say PIPE, SCH40, SMLS, ASTM A106 GR B, and then also,
whatever thickness it was.

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Video 6

6. This is where this Spec Editor gets really nice, because there
are things we can do on a component-by-component basis.
What I can do under this long description area, I can click
this box with 3 dots to do a special format for this component.
If I click that, what I'll be able to do is click the down arrow
and go find a thickness table. There are different fields and
values in that table.

7. What I want to do is take the main thickness and just have it


included automatically as part of my description. So I'll click
this arrow, and it'll come over to the right in the dialog box.
Now my description is going to have this typed part first, then a
comma, and then the thickness value at the end.

8. To make this read well I'll click after that field value and
press the space bar, and just type "THK." Then when I say
OK, it'll actually put that up in the string. At this point click OK,
and it will get set. Click the box with 3 dots again and we'll
take a look.

9. Now we can see how the description will read. Later well test
this. Click Apply to save these changes.

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15. So why don't we get it to here, and what we'll do in a moment is


test this.

16. OK. We've modified our spec. Go up here to the main button
on the Spec Editor and click Save. This will save all the
changes that we have made to this point.

17. Now lets test this. I going to minimize the lower part of the
screen, and go into CADWorx Plant. Start a new drawing
using a metric template.

18. Click Setup and click the spec/size. Click Browse, and
select our project.

19. The project that I have is called Project One. If you have the
same name, that's good. If not, just get yours. Click on the
A10_M, and then click next to 10 under Main, and click
Apply and Close.

20. Now well draw a piece of pipe. If the specview tool palette is
set to show all components, you possibly might have two
kinds of pipe displayed. On my screen here's the one that I
modified. This is the one that says Schedule 40, so that looks
good. Also I can see that it has my description showing.

21. Click Pipe and click a couple of points. Now we want to see
how the material is being described. If we double click that
pipe, well see what the long description says.

22. The system has described it as a Schedule 40, like we wanted.


Also, it has a comma, and then the thickness value with a THK.
So it came out just like we wanted.

23. You can see that this is very powerful, because you can bring
in all kinds of information from the data files, and automate
building a long description with a number of options. You can
also build a part number in a similar fashion. This new spec
format gives us a lot more versatility than we had before.

24. OK out of the dialog box, and next we'll bring in a gate valve.
Click on the gate valve on the specview tool palette, and
click a couple of points to place it. If the piping rules are set,
we can just click right on the end of this pipe and drag to
the right. You can see how connected to the pipe and placed
the flange, gasket and bolts, because those rules were on for
automatic placement. Also it placed the Top Works.

25. Double clicking the valve shows the valve tag was included
as well.

26. So everything is working like it should here. Make sure you've


got it to here, and then we'll go on after this.

Specifications Video Seven


1. In this video, we're going to add some gate valves into the
system. I'm in the spec editor; we have our Project_1 open,
and I'll double-click on the A10_M specification. We're going
to add two valves into this spec. So if I put the pointer over
the word valves and right-click, I can click on Add. The
bottom area of the screen opens and is now available to add a
new valve.

2. The type of valve we'll add is a gate valve, so click the down
arrow and find gate. In the data table, click the down arrow to
find the gate valve well be adding. In an earlier video, we made
two new valve data files. We made a compact expanding gate
valve, and we made a threaded by flanged gate valve.

3. First we'll add the compact expanding gate valve. I'll click on
that, and the system will read the size out of the data file that
we made earlier. You can see, it has the 8 to 12 setting.
Everything else filled out in the data is standard. The system
reads the schedule and the material information, and fills it out
for us automatically.

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Video 7

4. Let's specify the top works for this valve. Looking at the
available entries, we'll set the top works to be the one that
we created. Scroll down and find that. It's the wheel gate
compact (WHEEL_GATE_CMPT_150_F_M.top), so that has
now been added.

5. This will be an optional component. We'll click on the button


to set it for Optional, and for the description enter GATE
VALVE, COMPACT EXPANDING. The tag will be C33E and
then click Add.

6. Next, we'll add the other valve. Scroll back up to valves, and
right-click on valves. Then click add, and the system will
open up another dialog box to fill out.

7. Scroll down and select gate valves.

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8. This one will be the threaded by flanged gate valve that we


created earlier. Scroll down to the data file and select it.
When its selected, the system will show its set for a two-inch
size. The values in the dialog box are filled out and everything
looks good.

9. This valve is an optional component as well. Leave the top


works out on this valve for now. For description type GATE
VALVE, THREADED BY FLANGED. For the tag use G38T.

10. So everything is filled out well, click Add. One thing to mention
here is we made this an optional component, and what that
does for us is on the spec view tool palette, when it lists the
different gate valves, these that have Optional checked off will
come in shown in blue. This indicates they are not the default
gate valve.

11. Next well add a couple of control valves, so we can illustrate


how to do that. Scroll up and look for control valves. Look
under flanged, then control valve, 150-pound flanged. If we
look across, there is a CNT_F_A_150 data file which contains
the valves measurements. This is the standard control valve
included in the specification. Scroll up to valves, where you
can right-click on Valves, and click Add.

12. We'll add a control valve. Click the down arrow and click on
Control. Now well select one to add.

13. Click the down arrow. The CONTROL_F_A appears in the


list. No other ones rated at 150 are listed. Well add some data
file to our catalogue, which will then let us bring them into this
spec.

14. Click the top button and click Save. This saves the project.

15. Now, well open our catalog.

Click on the top button, and


click open. Actually, we can come over in the list if its
displayed and click on it. Click on the Company_1 catalog.
If you named yours differently earlier click that one.

16. The catalogue is open, expand the Data Tables. This area of
the spec editor screen works for brining in data files from older
versions. It gives us a couple of ways to import data. We can
bring in legacy data from an earlier spec or, from a data file that
we have elsewhere on our system.

17. Click Import From Data File, and this brings up a dialog box
for adding files to bring in.

18. Click Add Files.

19. The directory we're looking in is a legacy version of CADWorx,


which on my machine is CADWorx 2012. Yours could be a
2010 or a 2009 or whatever. If you don't have one of these,
remember we included the data files in the group of files you
downloaded earlier (the CADWorx_Lesson_Files folder).

20. Located in this folder are some control valves. These are the
data files for other kinds of control valves. Click on the B file,
and hold down the Shift key and click on the K file. Click
Open.

21. The files appear in our list to import.

22. And then if I click on one of the files, I'll be given options for
importing. Click on the control valve button and click
Import, and the system will bring it in to your catalog. Do that
for each of these control valves. Now we have some new
data files that can be added to our specification.

23. Save the catalog and reopen the Project1 project. The
system prompts if we want to update the project from the base
catalogs. Click Yes and then double-click the A10 spec.

24. Scroll down to Valves and right-click on Valves.

Click Add.

25. Click the down arrow for Type and select Control Valve. For
the Data Table you will see different valve data files available.
Hover over these and you can see there is a Fisher Type A, a
Fisher Type E, and a Fisher Type K.

26. Click on the Type E control valve and a dialog box appears.
The values are coming from the data file.

27. We have an option to add a top works for the valve. There's a
sample actuator available. Most likely we would create a top
works file for this valve. Leave this field blank for now. Click
on the button to set it as an optional component.

28. For description enter Control Valve, Fisher E. For the Tag

value use CVFE. When done, click Add.

29. Scroll up to Valves. Right-click and click Add.


30. For Type, use Control Valve.
31. For Data table, select the Type K control valve. Again, you
can see the information from the data file files out the dialog
box.
32. Set the valve to Optional. For description use Control Valve
Fischer K. For Tag use CVFK. Click Add when done.

33. Save the spec and go back into CADWorx.

34. Start a new drawing, using a Metric template.

35. Click Setup and click to open your Project 1. Select the A10
spec. Set the size to 3, and click Apply & Close.

36. If your Spec View tool palette is set to show optional


components, you'll start seeing these optional control valves
appearing in the list of components. You can click the
Settings tab and make sure you have the show optional
components button checked.

37. The current size that you're set to controls what appears in the
spec view tool palette. Thats why we see these two control
valves in the list of components. The three-inch size falls within
the range of these valves.

38. Scrolling down, we don't see the other two that were added (the
compact expanding gate valve and the threaded by flanged
gate valve). This is because the compact expanding gate valve
went from eight to 12 inches in size.

39. Set the size to 8 and the compact expanding gate valve will
appear, as well as one of the other control valves that is in that
size range.

40. Set the size to 2. That's the size we had for our threaded by
flanged gate valve. If we scroll down, we'll see it, so let's place
that and see how it appears.

41. Right-click on Pipe, and click Threaded. Click two points

to place a piece of threaded pipe.

42. Click on the threaded by flanged gate valve and press


Enter. The valve will connect automatically to the end of the
pipe. Check it to verify its connected properly.

43. Set the size to 8. Place a piece of pipe into the drawing.

44. Click on the Fisher Type K control valve and press Enter. It
should connect automatically. Since the rules have been set to
place flanges automatically, the system should place a
flange, gasket and bolts. .

45. Scroll down and click on the compact expanding gate


valve, and press Enter. The valve should connect
automatically. You should get prompted for a top works.

46. Check the descriptions on each of your components by double


clicking them. You should also have Tag values in them.

So go ahead and test out your components and verify they are
working as expected.

Catalog Video Eight


1. In this video we're going to look at several new things.

2. We're going to create a specification from scratch, and we're


also going to go into the catalog and change some of the
settings. We're going to modify some of the measurement files
so that we can produce graphics in enhanced mode. We'll also
set up a minimum and maximum pipe length.

3. Let's start out with our catalog. Click on the main button, and
open up the company catalog we created earlier
(Company1.cmp).

4. Click the plus next to the data tables and scroll down to the
flanges and expand them (click on the + sign). Click on the
plus next to Flange Weld Neck, and double click the
FLG_W_150. The data fields open up and some of the fields
will be changed so we can produce enhanced graphics when
we model them.

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Video 8

5. I'm going to expand this column display a little, and we're going
to set up the 6 inch size here for enhanced graphics. If we
hover over this field we can see it's the raised face diameter.
So well click in that field and enter in 215.9 (Note: Its on the
row for the 6 size).

6. Next click the arrow and go over and up. In this field (which is
the raised face length) enter 1.52. This is the measurement for
the extension of the face.

7. The next one is going to be the bolt hole diameter, and for this
value enter in 22.35. Next will be the bolt circle diameter.
The bolt circle diameter will be 241.3. The next field holes the
bolt hole number. For that field enter in 8. The next one will
be the pipe inside diameter (the column is labeled PID). For
that value enter 152.4.

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12. Scrolling down to valves, go to a gate valve and double-click


the GAT_F_150. Youll see that these have an ETS of 3. You
can place a valve from either end, and you can right-click and
place it using a center insertion. So there are three possible
insertions, which match the ETS value.

13. Some of the ETS values get pretty involved. If we look at Tees,
it has an ETS of seven. So there are a number of ways you
can insert a Tee, such as left end to the center, branch first to
the center, etc.

14. The easiest thing to do if youre creating a new file is use the
ETS value in an existing file. Typically the system will have this
already done for you automatically.

15. Get your catalog modified to here, and well continue in the
next video.

Catalog Video Nine


1. We've updated our catalogue. Let's go ahead and save it,
and next we'll open our project (Project1.prj).

2. What we're going to do in this video is add a new spec to the


project.

3. The system prompts us to update the project, since the base


catalog (Company1.cmp) has changed since the project was
last opened. Click yes to continue and include the latest
changes.

4. You can create a new spec a couple of ways. One way is to


import in a legacy spec from an earlier version of CADWorx
and modify it. I think that's the easiest way to go about it
because there are so many components built into these
specs. Its easier to take something that has been done and
modify it, than it is to create something from the very
beginning.

5. But let's say we wanted to have a special spec, and perhaps


we just wanted to have a few components in it. Here's how
you go about creating a spec from scratch.

6. Click on the Specifications tab, click the Add button. It


brings up a file for us to use for filling out the new specs
information. For this example name the new spec A20_M.

7. The component class will be 150. The temperature rating


will be a 78 C (we're in metric units here). The pressure
rating will be 14 BAR.

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Video 9

8. The size table will be Size. For this size table well remove
some sizes that will not be in this spec. Click the down arrow
and clear out sizes up to a half inch. This spec will start at a
half-inch on and go up.

9. I'm going to take a couple of other sizes out. Lets remove the
3-1/2, and the 5. Next take out all the larger sizes above 24.
So we'll take out from 28 up. This will set our size ranges like
we want to have for this particular specification.

10. Reviewing whats been removed, Ill also take out the 26 inch
size.

11. The thickness table will remain the standard one.

The
material table will be as well. Later the material table might be
modified within the catalog, if we want additional materials and
grades to be available.

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12. The system has an ability to take fields out of these various
tables and put them together into a string that can
automatically build a long description. Later we're going to
take a really good look at how that is done. For this example
well leave this description field empty.

13. The system can also build part numbers automatically. If we


click in the part number box, each field in the various tables,
has a short part number string assigned to it. So if we took this
and clicked on this first field, then held down the Shift key
and clicked on the bottom field, and mapped them across
to the other side of the dialog box, we would build a long part
number. This string is unique for each component, and since
it's all automated, let's just go ahead and do it this way for this
example.

14. When you use this method, you can use certain fields, or
separate them with hyphens. You have options on utilizing this
feature.

15. Again, since it's completely automatic, well use it as given,


and click OK. So that's done.

16. We have options for the layer name and layer color. For this
spec use color seven.

17. Next well enter our name. You put in your name, and I'll type
mine
The description is Sample Test Spec. Click OK.
in.

18. To start adding components, double click the A20_M. This


will open up a blank spec. To add components move the
pointer out into the blank area of the screen, right click and
say Add. Then we'll start selecting our different categories for
our components.

19. If we click the down arrow under Group, we can select


pipe. The Type (click the down arrow) will be pipe. The data
table will be PIP_W_STD.

20. The system fills out fields in the dialog box, based on the
previous form that we set
We're going to do one more
up.
setting here under Schedule and Material.

21. Click the down arrow for Schedule, and this will be set to
Schedule 40. When this is set, the system can look up wall
thicknesses, since the schedule determines the thickness of the
pipe. Later when we draw this in enhanced mode, the system
will display the pipe inside diameter.

22. For long description you have some choices. You can click in
the box for long description and type in any kind of description
you would like. That's the traditional way of doing it.

23. We also have the ability in this new version of CADWorx to use
data fields from the catalog tables to automate this. This will be
covered in a later video.

24. For this example, we'll leave the long description very simple.
Well do the automation later.

25. Type in SAMPLE PIPE DESCRIPTION, and click Add. Now


the pipe has been added to our spec.

26. Now we're going to add a few more components. I'm going to
right click, and we'll say Add, and we'll bring in an elbow.

27. The Group is going to be Elbows. The Type will be a Long


Radius Elbow, and the Data table will be the standard one.
So we'll go find 90L_W_STD.

28. The dialog box fills out. We could specify specific materials,
which well do later.

29. For the long description enter ELBOW DESCRIPTION.


Again, this will change in some subsequent videos.

30. On my screen the short description needs to be set to 90


Degree. I'll modify that with 90%%D LR ELBOW.

31. Click Add. Now right click to add another component.

32. Next well add a Flange. The Group will be Flanges.

33. The type will be the Flange Weld Neck. The data table will be
the
For the long description type in FLANGE
FLG_W_150.
DESCRIPTION. When done, click Add.

34. Next added will be Gaskets and Bolts. Right click and add.
The Group will be Gaskets/Bolts/Welds. The Type is
Gasket, and the data table is GAS_F_2_150.

35. The other fields will be left as shown. For the long
description enter GASKET DESCRIPTION. Click Add.

36. Right click in the open area to add another component. Next
will be for Bolts. The Group will be Gaskets/Bolts/Welds. The
Type is Stud Bolts, and the data table is BLT_F_150.

37. For the long description enter BOLT DESCRIPTION. Click


Add when done.

38. Complete your spec to this point. Then Save the Project. In
the next video well see how Enhanced Graphics work.

Specifications Video Ten


1. In the previous videos we modified the company catalog and
added a new spec. Now let's go into CADWorx and we'll bring
in some components. Well use the enhanced mode for this
test.

2. I have CADWorx started. You start it if you haven't done so.


Start a new drawing using the metric template.

3. On the CADWorx Plant I tab, click the Setup button. In the


options for the Current Drawing, click on the button to set 3D
Enhanced.

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Video 10

4. Click Specification/Size and click the Browse button.

5. Select Project1 and click Open. Select the A20_M spec. Next
click on the 6 inch size under Main. Earlier, when we added
size values in the flange data file, the 6 inch flange was the one
that we modified. In an earlier video we set dimensions for the
bolt circle diameter, bolt holes, and the number of bolt holes.

6. Click on Piping Rules. Set the Apply Pipe Length Rule to


Show Options. Earlier we set up a minimum and a maximum
length for that.

7. Everything else is set as shown here; a lot of these rules will be


set to automatic. The first parts, for applying the size and spec
rules will be set to Show Options. Click Apply and Close.

8. Click Pipe (from the Specview tool palette). Click a couple of


points and drag it on across and come down. And as I do it on
my screen, the system interrupts me and the pipe I placed is
red.

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9. One of the piping rules is working. The system is prompting


that the pipe I drew is longer than the allowed maximum length.
It asks if I want to split that piece of pipe, yes or no. Its set to
yes by default, so Ill press Enter to continue. The system will
split the pipe into two segments and then I can carry with the
routing of more pipe. Ill come over and click and then press
Enter to exit.

10. You may or may not want to invoke this rule, but if you can will
help with maintaining your fabrication guidelines.

11. Now I want to look at this from a 3D viewpoint. In my system,


at the top right of my screen is the view cube. If I click on the
corner I could have a southwest isometric view. This version
of AutoCAD also has a view menu right on the screen. As I
move the mouse over it, it displays the view controls. Ill click
Top, then SW Isometric.

12. In setting your view, you can use the view cube for that, or you
can also use the View tab on the ribbon. If you use that, you
can select a southwest isometric view as shown in the video.
Another option is to use the menu bar across the top of the
screen. You can click View and then 3D views where you can
select a southwest isometric view.

13. All of these methods produce the same view. Using the
mouse wheel to zoom in, we'll see that we're in enhanced
mode. The system is now drawing the inside diameter of the
pipe.

14. Click Flange and press Enter. The flange will connect
automatically, and we can see that the system is modeling the
holes for the bolts and the raised face of the flange.

15. Click flange again, and press Enter to connect automatically.


Click pipe, press Enter to connect automatically and drag
it
down and click. Press Enter to exit.

16. Now well shade this. In my system I can go to the top are on
my screen and it will display some shading options. Ill set it to
Conceptual. If this is not available, you can go to Visual
Styles, Conceptual on the view tab on the ribbon. You can
also use the menu bar by clicking View, Visual Styles, and
Conceptual.

17. You can see how the 3D Enhanced mode works. It might be
something you would want to do for a presentation to a client,
or just to have your drawings look more realistic.

18. Make sure you go through these steps, and we'll continue after
that.

Specifications Video Eleven


1. In this video we're going to build a branch table. On my system, the
spec editor is running. There's a couple of ways you can start it. If
you have CADWorx open, on the CADWorx Plant I tab you can
click on the Spec Editor button. This is an easy way to start the
program.

2. If you use Windows Explorer, you can go to the CADWorx folder and
go to Plant. You can open up the spec folder, and you'll see a list of
files.

3. In the list is a file called CADWorxSpecEditor.exe. You can double


click that to start the spec editor. This is a way you can use the spec
editor as a standalone application. You don't necessarily have to have
a full license of CADWorx installed to run it.

4. In the spec editor, click on the button at the top left of the screen,
then click on Project One. This will open our project. If the catalog
has been changed, the system will see that. If prompted, click yes to
update the project from base catalog.

5. Double click the A20_M specification. The spec is now open for
editing. Looking at the screen, down toward the bottom we'll see we
have a Branch Table tab. Sometimes if this gets hidden on the
display, you can always adjust the task bar at the bottom.

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Video 11

6. You can pull the task bar down or back up, and that may reveal the
tabs, if you don't see them at first. Click on the Branch tab, and it
opens up the branch table for editing. You can see that the size ranges
correspond to the sizes that we set earlier, when we set up our project.
We don't have the 3 1/2. We don't have the 5-inch size. We don't have
the 22-inch size in the branch table.

7. Click in the square as shown. This will be a 12 by 12. The main


size is displayed along the left, and the branch size along the top.
When one of these squares is selected, and you right click, you have
some options. The system will show the types of components you
can select for the branch table to use. Right click.

8. We'll select the Straight Tee. When its selected, it will be set for
this size combination. When you select a Tee, a Cross is included.
So this selection will allow Tees and Crosses to be used for this size
combination.

9. If you don't want to have crosses, you can just simply not have them
in your spec. That's another way to control some of this. Have the
cell highlighted, then do a Control-C and then click on cell and
Control-V it. So we can begin to add some tees across the branch
table.

10. Ill pause the video while the rest of the squares for tees and crosses
get filled in. Then I'll show you the squares when they are filled in.
Well carry on in a moment after this.

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11. We have our tees in the table now. I just placed them in this outer
row across the branch table. You do the same. Next I'll click on an
interior square, and right on the mouse.

12. This cell represents a 12-inch main and a 10-inch reduced size
combination. If I right click in this square, I will be allowed to put
in a variety of fittings. In this branch table, I just want to have the
reducing tees or reducing crosses. So that selection gets checked.

13. Now we can Control-C that and click in another space, use ControlV to fill it out. So I'll begin to fill out these reducing tees next. Let
me pause the video and finish this step. Then you can fill out your
table as shown.

14. Here are the reducing tees filled out. You get your branch table to
look the same. You can see that some of these extend right on up
across a number of squares, on the smaller and the larger size ranges.

15. Next to get placed will be the olets. I'll click in one of these other
empty cells, right click and select olet. What we'll have to do if you
want limit these to certain types of olets - perhaps you only want a
weld olet for some of these size combinations - we'll just have to
restrict the sizes within the spec itself.

16. The branch table is set to allow different kinds of olets. Depending
on what's available in your spec, it'll let those come in. I'll go ahead
and place these in. You get your branch table to this point.

17. In the finished branch table you can see there's a large range of sizes
that use olets. Now if these olets are available in our spec and in our
catalog size ranges, the branch table will allow them to be used. The
same is true of the tees, reducing tees, or any of these components that
are listed here.

18. But if we try to put in, for instance, an 18-inch by one-inch thredolet,
or 18-by-one inch weldolet, and it doesn't happen to be in our catalog
size ranges or part of our spec, then it won't matter. It won't come in
anyway. The system will just display a message that it is not
available. So the branch table will allow it, if the components are
actually available within the size ranges in the spec and catalog.

19. I'm going to click on the Component tab now. To test the branch
table let's add a couple of components. Let's right click in the blank
area in the top half of the screen. Select Add. Select Tees, and for
the type select a straight tee.

20. The data table will be Tee_W_Std. The dialog box will fill out. For
the long description use TEE DESCRIPTION. Click Add.

21. Next will be a reducing tee. I'll right click and say Add. We'll put
in another tee; it's going to be our group. The type will be reducing.

22. The data table will be TEE_W_R_150. Long description will be


TEE REDUCING DESCRIPTION. Click Add.

23. Next added will be olets. Right click in the blank area and click
Add. The group will be olet. The type will be olet.

24. The data table is where we get specific. For this entry use
WOL_W_STD. For long description use Weldolet Description.

25. Well add one more. Right click in the open area and click Add.
The group will be olets. The type will be olet. The data table will
be TOL_T_30C, which is a Thredolet, 3000 lb. The long
description will be Thredolet Description. Click Add.

26. Now let's check the vailable sizes for some of these. Click on
weldolet. I'll scroll up, and we can see the sizes that we have to work
with on a weldolet. The weldolet standard sizes are 1/2-inch, 3, 4, 6,
8, and 10. These are the sizes of the weldolet itself. These weldolets
can be welded onto larger pipe to make branches.

27. So there are certain combinations in our catalog coming from the data
files that we'll be able to place when we actually start placing this
component. The branch table has some ranges of sizes, which goes all
the way up to 24 inches. But we don't really know if some of these
combinations are available. If they're in the catalog, they'll be able to
come in according to the branch table. But if they're not part of the
catalog files, then we won't really know that at this point.

28. Let's go take a quick look at that. We can click on the main button,
and we can save our project. Let's open up the Company1
catalog. Now let's take a look at some of these data files.

29. Click the plus sign next to data tables, and scroll down to Tees.
Click the plus next to tees and click the plus next to tee reducing.
Select the TEE_W_R_STD. We can see the size ranges that are
available for this.

30. Scrolling down find a 24-inch tee. The main size is 24, and our
reduced size can go from 8 all the way up to 22. So the catalog has
specific size combinations that this reduced tee will work with. If we
try to select size combinations that are not listed here, we'll get a
message that it's not available.

31. Now let's take a look at the olets. I'm going to click the plus next to
O-Lets, and again the plus next to O-Let. We'll come down and
double click the WOL_W_STD. We can see that the weld olets can
go from 1/8 up to 10 inches.

32. This column, PSA, stands for pipe size allowance. So if I expand that
column we can see that for a 2-inch weld olet, you can put that on
a combination of main to reduced all the way up to 14. But if we try
to put a 2-inch weld olet on an 18 inch or a 24 inch pipe, it wouldn't
be allowed. Thats because the catalog only goes up to 14 inches in
size.

33. So if you wanted to expand the size ranges out further, you would just
have to add to this catalog. All right. I'm going to exit this, and we'll
go into CADWorx to test this. Complete your branch table before
proceeding.

Specifications Video Twelve


1. In this video we're going to test the branch table we created in the previous video.
CADWorx is running. Click New, and start a new drawing, and use a Template,
Metric. In CADWorx, when you start
a new drawing, you always use a template.
Once the system starts
click Setup.

2. Click on the Specification/Size, then click the Browse button and select
Project1. Click on A20_M spec, and set the main size to be 6, and the reduced
size to be 3.

3. Check the piping rules and verify that the branch table is set for Automatic.
Click Apply and Close.

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Video 12

4. Now well test the branch table by setting a size combination that the
branch table can control. Well test a 6 Main by 3 Reduced. Well
also be testing a 6 by 2 . Looking at the branch table, a 6 by 3
should force a reducing Tee, or a cross.

5. When we test the 6 by 2 , 6 on the main, and 2 on the reduced, the


branch table should force an olet.

6. In both size combinations, in the 3 inch reduced, and the 2 reduced,


there are both reducing Ts, and thredolets or weldolets available in
both of those combinations in the catalog. If we check the
Company1 catalog, and review the data tables, we can see which
tees are available for use. Click Tee, Tee Reducing, and double
click TEE_W_R_STD.

7. Looking at the 6 size on the main size, we can see there is a 6 by 3


reducing Tee, and there's also a six by 2 1/2 reducing Tee. So the
reducing T is available in the catalog in both of those
combinations.

8. Next well check the olets. Click the plus next to O-Lets, and click
on the plus next to O-Let. Double click the WOL_W_STD and
verify theres a 3 inch size and also a 2 1/2 inch size. Expand the
PSA column and checking under the 3 inch weldolet, that fitting is
available in a 6 by 3 weldolet. The 2 is also available in a 6 by 2
size. Both the weldolets and the reducing Tees are available in
both 6 by 3 and 6 by 2 .
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9. This test will check if the branch table actually restricts which choice
can be used. If not, both of these fittings will be available. Let's see
if the branch table is working as designed.

10. I'm back in CADWorx in the drawing, and I have main size set to 6.
I'll click Pipe and I'll draw a length of pipe, and I'll press Enter to
exit routing. If the pipe is longer than the allowed length (according
to the piping rules) and the rule for pipe splitting is on, the system
will
prompt for splitting. In my case Ill press Enter to accept that.

11. And what I want to do now is draw a fitting which will show how the
branch table functions. I'm going to bring in a 3 inch branch into this,
and I'll bring in a 2 inch branch as well. Set the Reduced size to 3
inches. Next, Ill click Pipe and just click a point and drag it up to
the first pipe to form a branch into it. For this I'll use Osnap
perpendicular into the pipe that was drawn first.

12. The branch table, it should force me into a reducing Tee right here.
So when I click Perpendicular into the line, they system shoes
what choices I can use for the branch connection. It shows
Reducing Tees, and this is whats available. When I click the listed
reducing tee it places it. You do the same to verify this on your
system.

13. So the branch table didn't give me an option for a weldolet, which is
good. Now set the main size to 2 . Ill right-click on Pipe this
time, and I'll use socket weld. I'll pick a point and drag it up and
osnap perpendicular into this 6 inch pipe drawn first.

14. Now the system is giving an option to place an olet for the branch
connection. The branch table and spec (and catalog) have both a
threadolet and a weldolet with those size combinations. I'll use a
weldolet. You can see there was no option for a reducing Tee. So
you can see the branch table is controlling which type of fitting
can be used for branches.

Click on a reducing Tee, and move


15. Now set the sizes to 6 by 2 . I'll do a shift right-click and click
the cursor out on the 6 pipe.
Nearest, and then click on this pipe. Press Enter to accept the
prompt.

16. The system then prompts for the branch direction, when I drag down
and click, it displays a message that says the component size does
not match branch table. So the size is available - its part of my size
ranges in the catalog, but the branch table prevented me from
placing it. The branch table worked as it should.

17. You should go through all of these steps and verify this works on
your system, and then we'll continue after that.

Specifications Video Thirteen


1. In this video, we're going to build a user shape, a custom component.
I'm in CADWorx. Get that started, if you don't have it going at this
time. We'll click New, to start a new drawing, and we'll use a
metric template.

2. Next I'll click on the Setup button. Click current drawing and set the
drawing mode to 2D double line. Well use that setting in this
example. Well create a profile for an in-line component, and the
system will revolve it around a center line later. It will also create a
3D solid from it as well.

3. You'll see how this works soon. Next click on Specification/Size and
click browse. Select Project1, and then set the spec to A20_M. The
main size will be 10-inch. Click Apply & Close.

4. We'll draw a couple of flanges that we can use for construction lines
to make our custom shape. I'm going to click the RFWN flange.
Place the face end first and drag out to the right and click for the
butt weld end direction.

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5. Next I'm going to put another flange out to the right, with the face of
the flange facing to the right. There will be a distance of 662 between
them. Ill click Flange, and notice the prompt. On my system Ill
need to right-click for buttweld. Ill do that, and then pause the
mouse right on the end of the first flange, but I'm not going to
click. Then I'll just move the mouse to the right, and the system
will start tracking.

6. If you move the mouse back to the first flange and touch it, you lose
the tracking. So make sure you hover right on it initially, don't click,
and the system acquires the point. Drag out to the right and type
662 and press enter. The buttweld end of the flange gets placed at
that point, and then I'll drag out to the right and click. This places
the flange.

7. Now these flanges will serve as the outline for the user shape well be
constructing. Next a polyline will be constructed around the edges of
these flanges. Turn off Ortho turn on Polar. Right click on Polar
and go to Settings.

8. Verify the increment angle is set to 45. Click OK to exit the dialog
box. Type pline to start the polyline command. Next Ill click points
around the edge of the flange. Ill click the first point on the end of
the purple center line, and then just go right around the edge of the
flange. I'll be clicking on these endpoints as I go around it.

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9. Then drag out to the right and type 150. I'm not going to click; I'm
going to just drag out and type 150 and press Enter. From there
slant up at 45 and type 150. Drag the mouse to the right and type
150, come back down at 45 degrees for 150, drag over and click
on the end of that flange. From there click points right around the
edge of the second flange, click each corner and continuing right on
down to the center line again.

10. Press Enter to exit the polyline command.

Next type E and press

Enter for Erase. Cross through the lower part of the flanges and
press Enter, and it'll leave only the polyline outline. This is going to
become a flame arrestor. It's going to become an in-line component
that will have CADWorx intelligence and will end up as part of our
specifications.

11. Now this will be made into a CADWorx component. On the


CADWorx Plant I tab there's a button here for Create. Click on it
and the system opens up a dialog box. This will be used to define our
new shape.

12. Under Name, type in FLAME_ARRESTOR. When you bring in a


new shape like this, you can bring in as a block. So if you have
blocks already done, you can add them to CADWorx, which well
show in the next video.

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13. In this example, Ill click the down arrow, and click Select Polyline.
This is the technique to use if youre creating an in-line component,
which is symmetrical about a center line. It works very well. You
draw and outline and the system will build a new CADWorx object
for you. So it's a graphical method, and you don't have to do
programming to create a new CADWorx shape like this.

14. Ill click Select, and then click on the polyline. Then we should
notice the prompt. It says, pick insertion points. Click on each end.
The system then asks what kind of end conditions and what kind of
connections do we want to have on each end?

15. It starts with the first end, and it prompts to set the end type at the
connection point. I'll set it for flanges. On the other end, it will be
set for flanges, as well.

16. Other things can be set in this dialog box, such as materials and
densities. Under the weight, I'll enter 300. Under Description, I'm
going to type FLAME ARRESTOR, MODEL 10-35B.

17. And then, finally, I can set up how I want this to appear in ISOGEN.
There's a whole separate set of videos and lessons on how to work
with Isogen, so just use whats shown to make this work for this
example. There are some files that are stored in the CADWorx folder
that are full of ISOGEN reference information.
(CADWorx\Plant\Isogen|Isogen_Utils\)

18. One of them is called


skeys.pdf.

It's a PDF file and the name is

skeys.pdf. It's under the plant, under ISOGEN. It has illustrations of


all the different skeys that Isogen can display. These skeys can be
assigned to different CADWorx objects.

19. There's one in there that has a diamond shape, and the skey to make
this work is going to be FTFL. What that will do is produce an
Isogen symbol for a flame trap with flanges on each side. So well
use this value. Ive added some illustrations showing where I found
this for your reference information.

20. Click OK and the system will create the new custom component, and
add it to our spec and catalog.

21. To draw it, click on the entry that it created and which appears in
the specview tool palette. Click two points to place it, and you see
we have a CADWorx object placed in our model.

22. If I double click it, I can see that it did put in the weight. It has my
descriptions and everything looks good. Next we'll run it out through
ISOGEN and see what gets produced. First, let's take a look at it from
an angle. I'll click the top on my screen and click on SW Isometric.

23. You can also get a Southwest isometric view by coming down under
the View tab and finding it. Or you go up to the View on the menu
bar, click on 3D Views and get to it as well.

24. Next convert it to a 3D solid. Theres a button you can use on the
CADWorx Plant I tab.

25. Now let's place some components on it, and then we'll have Isogen
produce and isometric. Click Gasket, and hover near the outside
edge of the end circle. Connect the gasket to the end of the purple
center line (make sure you use osnap). Click Flange and press
Enter to connect a flange automatically to the gasket. Next click Pipe
and press Enter to connect it automatically, and drag it out.

26. Having Ortho on, drag out to the right and click, and then turn the
corner with and elbow and click. Press Enter to exit.

27. On the other side of the Flame Arrestor, place a gasket, a flange,
and a piece of pipe.

28. Next well take it through ISOGEN. Click ISOGEN Out. Make
sure that you use a metric inch border. Again, we talk about that in
the first videos covering set up, so see that if you need to get your
Isogen set up. Click OK.

29. Press Enter, then select the objects, and press Enter. The system
will produce the ISOGEN Isometric. When we look at it, we can see
it will have a nice graphic that represents the Flame Arrestor. You can
see that it is piece marked correctly. You can also see the system
included the bolts and gaskets.

30. Looking at the material list, we can see that our components
description showed up well, and also the weight. So it just worked
beautifully. Our new custom component went right through
CADWorx fully intelligent.

SUMMARY
So the ease with which you can create user shapes and custom components in
CADWorx has always been one of its great strengths. It's just so simple. You
create a graphic, and then you can store it within the system. Then, in a few
steps, you can produce a fully intelligent CADWorx component that knows
how to connect to other components and work well in ISOGEN.
A lot of other systems involve programming. Some of them you have to do
Visual Basic scripts to create a component, which can get quite involved.
But CADWorx is really easy. If you can draw it, you can, typically, get it
created as a CADWorx object.
In the next video, we're going to look at a more complex shape. We're going
to look at one that is a 3D shape with multiple connections on it.

Specifications Video Fourteen


1. In this video we're going to create a more complex user shape.
Previously I created a block. It's a 3D model, and it's in your
examples folder. If you go to the
CADWorx_Lesson_Files/Specifications folder its located there. Its
called Baffle_Box_Layout, and this is the shape well bring into
CADWorx as a new component.

2. On this 3D shape, the flanges are 10 inch flanges. If I hover over


them, you can see that. These are set to existing.

3. We'll create a user shape out of this - a custom component. Click on


the Create button, and we'll go through some steps to get this done.

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4. We'll give this the name of BAFFLE_BOX. The type is Block.


Click the Select 3D solid button.

5. Cross through the object to select everything and press Enter. The
system prompts for an insertion point. Next, zoom in and select an
end point on the flange centerline.

6. Next is more information about the connections. Click on the Define


Connections button. The system prompts for which direction is this
going to insert from? Click on the end point of the flange
centerline and drag out away from the object, and click. This
indicates how connections are oriented, like gaskets and flanges.

7. The system prompts what kind of end type is this connection? Click
Flanges. The first connection point has been defined.

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17. Next you can orient it up or down. So the system lets you roll this
object around in different orientations.

18. Drag straight up (with Ortho on) and click. Next we'll place some
components and test it in ISOGEN.

19. Click on a gasket. Click (using Osnap) on the end point of the
purple center line. Place a flange, a piece of pipe, and elbow and
another piece of pipe (see illustration).

20. Place a gasket on the flange on the other end.

21. Add some pipe and an elbow as shown.

22. Construct some pipe and an elbow coming out of the top flange
as in this figure. Be sure and use osnap when youre placing the
gasket on the flange. Also press Enter as you place the components
from the gasket on.

23. Run an Isogen of this component.

And we can see it worked well. Isogen use a generic skey to show it.
Also, when you check the Bill of Materials youll see that the information is
listed correctly. We were able to make a complex component an intelligent
CADWorx object quite easily.
So again, the user shapes, the custom components in CADWorx are a
powerful and easy to use feature in this software.

Specifications Video Fifteen


1. In this video we're going to work with setting long descriptions in the
Spec Editor. In this version of CADWorx, the long descriptions can
be built automatically by using fields from the various tables and the
catalog. When we put these fields together, one after another, the
result is a good long description that will come out consistently. This
is useful, since over time different people may work on setting up
specifications. If you want consistent quality and exactness to your
specs, this is a good approach.

2. The first thing we'll do is modify the company catalog. Then we'll set
up the long descriptions within a spec. I've created a document for
you to use as a worksheet, which will get you off to a good start. The
file is part of the files you downloaded as part of this lesson. .

3. It's in the CADWorx_Lesson_Files folder. Theres a subfolder


called Specifications. The file is there, and its named Long
Descriptions Worksheet.doc. Open that file and we'll take a look at
it.

4. This video will be based on a carbon steel A20 spec. For pipe, we'll
use the A106 Grade B. Most of the fittings will be A234 Grade WPB.
Flanges and some of the fittings, like unions or couplings will be
A105.

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5. Our Long Descriptions Worksheet document says to modify the


catalog and add some new entries in the Schedule table.

6. Toggle over to the Spec Editor. Click the Main button and open up
the Company1 Catalog.

7. Click the Plus next to the Schedule Table.

Double-click SCH to
open up the table. Right-click in the open area and click Add
Schedule.

8. We can see there are a number of schedules listed as part of the


catalog.

9. There are a couple of buttons in the dialog box we can use to add new
entries into this table. The top one will add a new value into the table
for us, and the lower one will delete one. Click the top button and
type 3,000LB (for pounds).

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10. Click the top button again, and type in 150LB. Click OK.

11. For Part Numbers enter 0021 and 0022.

12. Click the Plus next to Material Tables and double-click MAT. The
table opens. Scroll down and find the A234 Grade WPB.

13. The system lets us specify which components can use certain
materials. In the A234 Grade WPB row, double-click the field in
the COMPTYPES column.

14. A dialog box opens and we can set which fittings can use this
material.

15. Add Laterals and Reducers to this list. And later when we specify
these, we can choose this material for these components.

16. Locate the A105 material. Double-click in the COMPTYPES field


and add Spec Blinds and Couplings.

17. Right-click and Click Insert Row. The system will add a blank row
at the bottom of the list. Type A106 in the blank square, which will
add this as a new material.

18. Enter B for the Grade value. For Composition enter C. Use 0.2830
for the Density.

19. Double click in the space to add components and add Pipe.

20. For Part Number click the heading PTN. It sorts the table based on
Part Number.

21. Looking at this table, if we check the bottom row, we can see that the
part number for the last entry is 0367. So there are 367 entries in this
table. Click in the box (field) for the 106 part number and enter in
0368.

22. Click the PTN header twice. It will sort twice and youll see the 106
in the last row.

23. When you add rows to tables sometimes youll see a message that it
already exists. This can be a problem if you want variations of it,
with more than one entry (row) within the table. What you can do in
that case is fill out one of the second or third fields along the row first,
and then enter in the main value (like A106) in the first field. This is
how you can get variations of the same material in your table (maybe
you want an A106 Grade A and an A106 Grade B).

24. Clicking the headers lets you sort these tables in different ways.
Sometimes that can help you find values in them easier.
This is a good point to pause the video. Why don't you get your catalog set
the way we've done in this lesson, and then we'll continue on after that.

Specifications Video Sixteen


1. In this video, we're going to automate how we bring in long
descriptions for our specifications. In the previous video, we
modified the catalog. So we want to make sure we save it. Click
Save.

2. Open Project1.

3. Click Yes to update from catalog.

4.

Double Click the A20 spec to open it.

5.

Click the plus next to Caps. Select the row of 0.5 to 24. The Caps
open in the spec editor and can now be edited. The Long Description
is not filled out at this time.

6.

Toggle back to the Word document (the document mentioned in the


previous video). Look under Caps. This document shows how the
long description was done in previous version and it shows how we
can automate them in this current version.

7.

In the previous versions of CADWorx, the long description for caps


was a string that said CAPS, S/STD, ASTM A-234 GR WBP. In this
current system, we could do the same but theres a better way.

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Video 16

8.

One issue with entering in a text string for a long description is that it
can change from person to person. Each designer who creates
specifications may alter them slightly based on his personal opinions.
This can lead to inconsistency. In this newer version you can build
long descriptions by putting together a sequence of data fields from
the tables. Then the system will produce a consistent description for
you, based on whats in the data files. It will automatically fill in
values, and youll end up with a good long description that is
consistent in its format. The way you go about doing this is really
quite interesting.

9.

Click the box with dots in it top open a dialog box. Click the Down
Arrow and we can then see a list of all the different tables that are
available to us. If you click one of these tables, you'll be able to see
the fields that are inside that table. What we'll be doing is bringing
some of these fields across and combining them. The system will put
them one after the next into a string that would fill out and become
our long descriptions. And that's what will appear in our bill of
materials.

10. Click on the first table listed, click the first field and click the
arrow that goes across. This will give us the first item that begins our
long description, and it's going to say Caps.

11. Where is shows the format, click after the field name, type a comma,
space, and type S/. This will be a user string were adding.

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19. Later if you're doing a higher pressure spec, or a spec that has exotic
materials in it, you would be choosing those. This same long
description sequence of fields and user strings would work. It would
just use these new values (different Schedules and Materials) your
long description would be automatically built.

20. Click Apply, the Save your Spec.

21. Toggle back to CADWorx, and make sure you start a drawing
using a template.

22. Click Set Up. Click on Specification/Size.

23. Select Project1 and the A20 spec. Set the size to 10 inches. Click
Apply and Close.

24. Click CAP. Place it in your drawing, zoom in on it and double-click


it.

25. Review the long description. It should say CAP, S/STD, ASTM
A234 GR WPB.

So this process works well. Why don't you go ahead and make this
happen, and we'll continue on after that.

Specifications Video Seventeen


1. In this video we're going to speed this process up. Click on Elbows
and select the plus next to Elbow. Then click the row for 0.5 to 24.
For this example well copy and paste right from the Word doc.

2. Open the Long Descriptions Worksheet document and scroll


down to Elbows.

3. We'll find that in the previous version had ELL, 90 LR S/STD,


ASTM A-234 GR WPB. Well use data fields to build our new long
description in this version.

4. Copy the New Version string from the document. You can
highlight it and do a Control-C to copy it to the clipboard. Its
COMPTYPE_CMP_TBL, S/MAINSCH_SCH_TBL, ASTM
SPEC_MAT_TBL GR GRADE_MAT_TBL .

5. In the spec editor, paste this into the long description box (you can
use a Control-V to paste it).

6. The Word document says:


Dialog box settings: Schedule: STD

Material: A234-WPB

7. Set the Schedule to STD and the Material to A234-WPB. Click


Apply to save these changes.

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Video 17

8. We'll do another one. We'll scroll down and we'll click Pipe. This is
going to be a little more interesting because something got added to
this. I'm going to click the plus next to Pipe and we'll select the
entry.

9. In the earlier versions the long description for pipe was PIPE, S/STD
SMLS, ASTM A-106 GR B.

10. The current versions will use fields and user strings like we did in
earlier example. Also, for pipe, well include the thickness. Well do
this to illustrate how you can bring in fields from different tables and
show them in the material list. The string that goes in the description
box is this: COMPTYPE_CMP_TBL, SCH MAINSCH_SCH_TBL
SMLS, ASTM SPEC_MAT_TBL GR GRADE_MAT_TBL,
MAINTHK_THK_TBL THK. At the end you can see the field for
the thickness and the user string THK.

11. Copy it from the Word document and paste it in to the Long
Description box in the spec editor.

12. Set the Schedule to STD and the Material to A106-B.

13. Click Apply.

14. Click Save. Go back into CADWorx. Start a new drawing using a
metric template (if you dont have one open at this time).

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17. Click Pipe, click a couple of points to place it in the drawing. Press
enter to exit that.

18. Double click it and check the description. Youll see that it has a
good description and it includes the thickness as part of it.

19. The thickness value came from the Thickness table in the spec editor.
I used the first field in the table to generate that thickness value which
came out in the long description.

So you see, you just have a lot of variation of possibilities in this. Once you
get this set up you can use it for a variety of specs and achieve consistent
results.
So thank you for taking the time to go through these videos on the new
CADWorx specifications editor. I hope they were interesting and beneficial,
and most of all, I hope they save you a lot of time in your work!