IDM/FIRSTVUE Interface - Welcome to Emerson Process
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1. you can simply enter the file name otherwise you must enter the complete Path of the file Next at the ENTER DESTINATION FILE prompt enter the name of the file you wish to ci Follow the directions on the screen for file specification options After you have specified a destination file the translation process will continue Several mess will flash across the screen as it runs If the translation finishes without any errors you will se message TRANSLATION SUCCESSFUL along with the file name that the process create the translator encounters errors an error message will be displayed at the end of the process Notes The translation process executes the St Paul Software SpediTran edi translator It uses the specific FV to IDM translation map developed by Fisher Controls This map links FIRST fields to their corresponding IDM field It does special translations for fields that are Coc Listed in IDM and fields that do not have a 1 to 1 match between the two systems IDM Code Listed fields are fields whose values must exist on a predefined list Think o them as drop downs that will only let you select a value from the drop down list This is o the biggest hurdles to getting data back into IDM For this project we have worked closel with Intergraph to add FIRSTVUE s attribute values for example our materials and drop down lists to the IDM code lists We recommend developing naming standards that will help both IDM and FIRSTV2. 1998 release or newer While most of the associated documentation refers to FIRSTVUE please remember that the interface is identical in FIRST SpediTran edi translator made by St Paul Software To obtain SpediTran see the Contacts section of this document Be sure to inquire about special pricing for Fisher Controls and also ask about Single vs Multi user licenses Tranlation maps cross reference files and other files required for the interface These files will be delivered on the June 1998 CD Again Beta versions of these files will be made available to Representatives needing them sooner Software Installation See the IDM FIRSTVUE Interface Installation Guide Firstvue DMData install doc on the CD for instructions on installing the software required by the FIRSTVUE user File Comparison Utility Optional One of the biggest issues concering electronic exchange of specification data is revision control To address this issue Fisher Controls has developed a File Comparison Utility This utility compares a file to be imported with a file that was exported and identifies data that has changed The utility can be used BEFORE importing data back into IDM or FIRSTVUE Contact Fisher Controls to obtain this free utility IDM FIRSTVUE Interface 6 21 96 User s Manual Default Directories The following diagram shows the default directories used to store files during the interface process Itis provided here for reference These
3. The translation process will start by prompting for the file to translate At the ENTER SOUR FILE prompt enter the file you wish to translate If you placed the file in the C Idm_isa Incoming directory you can simply enter the file name otherwise you must ente1 complete Path of the file Once you have entered a valid file name the translation process will continue Several messa will flash across the screen as it runs If the translation finishes without any errors you will se message TRANSLATION SUCCESSFUL along with the file name that the process create the translator encounters errors an error message will be displayed at the end of the process When the translator completes successfully it places the resulting data file in the C Ff_isa In directory It will have the same name as the source file that you entered except that its extensi will be BSV BSV stands for Bar Separated Values This is the file you will import into FIRSTVUE in the next step Notes The translation process executes the St Paul Software SpediTran edi translator It uses the specific IDM to FV translation map developed by Fisher Controls This map links IDM fi to their corresponding FIRSTVUE field It does special translations for Unit of Measure f and fields that do not have a 1 to 1 match between the two systems Step 6 Import file into FIRSTVUE FV user This step imports the BSV file created in Step 5 into FIRSTVUE 1 Select Import ISA F
4. Units For the interface Thickness Units will drive what is populated in FIRSTVUE If Thickness Units are blank Nominal Diameter will be mapped to Size and Schedule Thickness will be mapped to Schedule it is HIGHLY recommended that Pipeline Dimensions be specified IDM FIRSTVUE Interface User s Manual Rules for IDM User this way be sure that the IDM default for Thickness Units is blank If Thickness Units are present Nominal Diameter will be mapped to Outside Diameter and Schedule Thickness will be mapped to Wall Thickness again this is NOT the preferred method If Thickness Units are present they must be the same as the Diameter Units H The UOM s for Inlet and Outlet Pipeline Dimensions must be the same I If both Body and Bonnet Material are specified they must be the same J Do not enter a Vertical Bar I in any data K ISA Header and Revision data will NOT be imported back from FIRSTVUE IDM FIRSTVUE Interface User s Manual Rules for FIRSTVUE User Rules for FIRSTVUE User A B Save all import error messages to a log file Immediately investigate log using an editor such as Notepad The following Sizing Conditions MUST be used Condition I Minimum Condition 2 Normal Condition 3 Maximum Condition 4 Other Shut Off if Other is used it will be interpreted as Shut Off If you copy an imported tag you MUST update the IDM child tags at the bottom of the Spec Sheet screen The following FIR
5. completed the sizing and selection process and has reviewed the FIRSTVUE ISA Spec Sheet for each item it is time to export the data 1 Select Export ISA File from the FIRSTVUE file menu Click the Browse Map button Select the idm csm file Verify that the File Delimiter is set to I Verify that Only Fields in Map is selected Verify that Custom Names is selected Select the items you wish to export You can highlight just certain items or select all items by checking the Select All Items box Click the Export button at the bottom of the window to start the export process 9 Enter the name of the export file you wish to create We recommend that you use the default directory C ff_isa export and you use the BSV extension 10 As each item is exported a message will pop up When the process has finished click the OK button to acknowledge the last message and then click the Close button to close the window rece Pao O oe Step 9 Run the FV to IDM translation process FV user IDM FIRSTVUE Interface 6 21 96 User s Manual Processing Steps The FIRSTVUE user will start the translation process by executing C Spedi fftoidm bat The easiest way to do this is to double click the FV to IDM desktop Icon The translation process will start by prompting for the file to translate At the ENTER SOUR FILE prompt enter the file you just created in Step 8 If you placed the file in the C Ff_isa Export directory
6. failed Like the message suggests this item will NOT be imported Step 7 Size and select the valves and any accessories FV user IDM FIRSTVUE Interface 6 21 96 User s Manual Processing Steps Before starting the sizing and selection process we recommend printing a copy of the ISA Spec Sheet for all the imported items Refering to this Spec Sheet will aid in the sizing and selection process by showing any customer preferences specified on the Spec Sheet As you select components Spec Sheet Data will be populated Use the User Overrides column on the ISA Spec Sheet entry screen to complete the Spec Sheet The User Overrides column will be highlighted in BLUE where both a Data and a Override value have been specified but do not match When filling out the Spec Sheet the FIRSTVUE user must follow some basic Rules so that the data will flow seamlessly back into IDM These Rules are documented in the Rules for FIRSTVUE User section of this manual Notes Non sizing fields are imported into Spec Sheet User Overrides On export User Overrides always take precedence over Data that is populated during selection Be sure to review the Spec Sheet Entry screen for all items before going to the next step The IDM FIRSTVUE interface is based on the ISA 20 50 Spec Sheet So if something does not appear on the Spec Sheet it will probably not be sent back to IDM Step 8 Export data to a text file FV user When the FIRSTVUE user has
7. printing documents i e Spec Sheets with revision tracking Your IDM user will know of other methods to help track revisions To further help manage revisions Fisher Controls has developed a File Comparison Utility to compare export files with import files BEFORE data is re imported into IDM or FIRSTVUE This utility is very valuable in identifying changes To get a copy of the utility contact Fisher Controls Archiving When you run the IDM to FV translation process one of the things it does is copy the file you are translating i e the file you received from IDM to an Archive directory This is so you will always have a copy of the file as it was received from IDM Similarly when you run the FV to IDM translation process one of the things it does is copy the file you are sending back to IDM to an Archive directory This is so you will always have a copy of the file you sent back to IDM The way these files are archived is that they are copied to a directory named Archive The Archive directory is added under the file s current directory if it does not exist already The file is copied to a 001 extension If a 001 version of the file already exists it is copied to the first available numeric extension i e 002 003 etc Example You receive PROJ1 EXP from IDM and place it in the C ldm_isa Incoming directory When you start the IDM to FV translation the file is copied to C Idm_isa Incoming Archive PROJ1 001 If you ever
8. user Import file into FIRSTVUE FV user Size and Select the valves and any accessories FV user Export data to a text file FV user Run the FV to IDM translation process FV user Send file to the IDM user FV user Import file into IDM to update tags with FIRSTVUE data IDM user 00000000000 D lworking kevin meyer june2 lidm idm_um doc 7 IDM FIRSTVUE Interface 6 21 96 User s Manual Processing Steps Overview This section gives detail on each of the steps in the IDM FIRSTVUE interface process Step 1 Create Tags and enter pertinent data in IDM IDM user The process must ALWAYS start in IDM The IDM user will create the Tags for the control valves he needs He will then enter data on the requirements of the valve Some of the data likely to be entered are Service Conditions and Pipeline Size When entering data the IDM user must follow some basic Rules so that the data will flow seamlessly into FIRSTVUE These Rules are documented in the Rules for IDM User section of this manual and should be given to your IDM users Step 2 Export data to a text file IDM user When the IDM user has finished entering data for all the control valves he needs he will export the data to a text file When exporting the data he needs to select the FIRSTVUE exp import description file When naming the file he should use the standard 8 3 naming convention Notes We recommend developing naming standards that will help both IDM and
9. DM and FIRSTVUE revolves around the ISA S20 50 Control Valve Spec Sheet All devices and fields on the Spec Sheet will be sent from IDM to FIRSTVUE All Spec Sheet devices and fields will be sent back to IDM except for Header and Revision fields The Benefits The electronic exchange of data between IDM and FIRSTVUE will save time for users of both systems by eliminating the re keying of data It will also reduce data entry errors for both users IDM FIRSTVUE Interface 6 21 99 3 07 PM User s Manual Data Flow FIRSTVUE IDM AND ST PAUL SOFTWARE FIRSTVUE St Paul Translator Intergraph Export Text File PDS Dev Complete IDM Valve Sizing Version 6 3 1 Selection CUSTOMER FISHER REPRESENTATIVE Overview IDM FIRSTVUE Interface 6 21 96 User s Manual Software Requirements This section lists the Software required to execute the IDM FIRSTVUE Interface Software Required IDM User A Intergraph IDM version 6 3 1 or newer This version is scheduled for release in June 1998 Beta versions may be available before then When installing the 6 3 1 version the user needs to select the option to install Fisher Controls reference data FIRSTVUE User A Fisher FIRSTVUE version 1 0L or newer This version will be released on the June 1998 CD Beta versions will be made available to Representatives who need it sooner The IDM interface also works equally well with Fisher FIRST June
10. FIRSTVUE users identify a file For example the 8 position file name may be related to the Project Name or Number and the 3 position file extension may always be exp For this export file and all the import export files referred to in this document the first record contains the field names The remainder of the file consists of one record per valve Tag Fields are separated delimited by the Vertical Bar 1 All files are simply text files Step 3 Send file to the FIRSTVUE user IDM user If the FIRSTVUE user is a Fisher Representative we envision that the file created in Step 2 will be sent to him as an attachment to an e mail For special cases where the IDM user and the FIRSTVUE user are at the same location the file may be placed on a common network or handed off via floppy disk Step 4 Copy file to the incoming translation directory FV user When the FIRSTVUE user receives the file from IDM he should place it in a directory on his system or network The delivered default directory that the translator will look for a file is C Idm_isa Incoming so we recommended putting it there IDM FIRSTVUE Interface 6 21 96 User s Manual Processing Steps Step 5 Run the IDM to FV translation process FV user Once the file has been placed in a directory the FIRSTVUE user will start the translation process by executing C Spedi idmtoff bat The easiest way to do this is to double click the IDM to FV desktop Icon
11. IDM FIRSTVUE Interface User s Manual Table of Contents Topic Overview of Project Data Flow Software Requirements The Import Export Process Default Directories Process Overview Processing Steps Rules Rules for IDM User Rules for FIRSTVUE User Miscellaneous Topics Revision Tracking Archiving Contacts Page 2 3 4 N 11 12 14 15 6 21 96 IDM FIRSTVUE Interface 6 21 96 User s Manual Overview of Project The Project Fisher Controls and Intergraph have worked together to develop an electronic interface between Intergraph s Instrument Data Manager IDM software and Fisher s FIRSTVUE and FIRST valve sizing software The Process The process will always start in IDM The IDM user will enter Service Conditions and other pertinent data He will then export the data to a file and send it to the FIRSTVUE user usually as an attachment to an e mail The FIRSTVUE user will first run the file through an edi translator St Paul Software s SpediTran software in order to translate it into a format that FIRSTVUE can use He will then import the file into FIRSTVUE size and select the valve and any accessories and export the data to a file Finally the FIRSTVUE user will run the file back through the edi translator and send it back to the IDM user again via e mail The IDM user will import the file back into IDM to complete the process The Scope The scope of the data to be exchanged between I
12. STVUE Spec Sheet Override fields are Code Listed in IDM meaning that IDM will only except certain values e all fields that have a drop down list that contains the value SEE NOTES e all Unit of Measure fields e Line 43 Group and Div For these fields you must choose a value from the FV drop down list or type in a value that you KNOW exists on the IDM code list for a particular field If the FV drop down list contains SEE NOTES you can always select SEE NOTES and enter the value in a spec sheet note line The following spec sheet override fields require a special entry format ISA Line Field Entry Format Example Valid UOM s 13 In Pipeline Size amp Schedule Size UOM Schedule 4 in 80 in mm 14 Out Pipeline Size amp Schedule Size UOM Schedule 2 5 in STD in mm 17 Valve Body Size Size UOM 8 in in mm 33 Trim Size Size UOM 11 2in in mm 33 Rated Travel Travel UOM 53 8 in in mm 62 Bench Range Min Max UOM 1 5 16 5 psig psig bar 67 Input Signal Min Max UOM 4 20 mA de psig bar mA de V de Accessory Note Lines 45 48 are for Solenoid Valve data Each of these lines requires special care when entering in order to get the data imported back into IDM Line Label Entry Rules 45 Tag This line contains the Solenoid Valve Tag followed by the Solenoid Valve Reset Type Do NOT edit the Tag Number If there is no Tag Number do NOT enter ANY Solenoid data The IDM user will normally specify the Reset Type only if he req
13. UE use identify a file For example the 8 position file name may be related to the Project Name o 99 Number and the 3 position file extension may always be imp Step 10 Send file to the IDM user FV user If the FIRSTVUE user is a Fisher Representative we envision that the file created in Step 9 will be sent back to the IDM user as an attachment to an e mail For special cases where the FIRSTVUE user and the IDM user are at the same location the file may be placed on a common network or handed off via floppy disk Step 11 Import file into IDM IDM user IDM FIRSTVUE Interface 6 21 96 User s Manual Processing Steps When importing the file sent to him in Step 10 the IDM user needs to select the FIRSTVUE imp import description file The IDM user can refer to IDM documentation for resolving import errors Notes The IDM import process is update only This means that all valve and accessory tags must already exist in IDM for data to be imported This is opposite of the FV add only import IDM FIRSTVUE Interface User s Manual Rules for IDM User Rules for IDM User A Do not remove or modify entries in the standard IDM code lists B The delivered Create Script for the Control Valve will automatically generate an Actuator Positioner Enclosure and Airset If you want FIRSTVUE to be able to return a Solenoid Switch or Air Failure Valve you will need to specifically create these devices Should
14. directories will be discussed in more detail in following sections of this manual IDM FIRSTVUE Interface 6 21 96 User s Manual Default Directories ET Hard Drive Usually C Incoming Outgoing Files received from IDM Files to be sent back to IDM Files that have been translated and ready to be imported into FIRSTVUI Files exported from FIRSTVUE Log files from FIRSTVUE import ex The csm files that tell FIRSTVUE tt to export Browse Map Button IDM FIRSTVUE Interface 6 21 99 3 10 PM User s Manual Process Overview Copy file to Gu Create Tags 2 Aj i ecf i Enter Data Text Gaam isa Ca idm_isa IDM to FV caff isa Export gt File incoming incoming import filenametxt filename bsv e mail IDM User IDM 6 3 1 FV User e mail FV User Translator PO C idm_isa FV to IDM Caff isa Size and outgoing e export Export Select filename txt filename bsv e mail fo en mm S gt Carre DES IDM User IDM 6 3 1 FV User Translator FV User FIRSTVUE Processing Steps 9 O Create Tags and enter pertinent data into IDM IDM user Export data to a text file IDM user Send file to the FIRSTVUE user IDM user Copy file to the incoming translation directory FV user Run the IDM to FV translation process FV
15. ed to Project as Item 001 will appear for each item that is imported If you encounter import errors save the Import Log as directed in Step 7 above Using a text editor i e Notepad open the saved log file to investigate further the default directory for saving the logs is C Ff_isa Imp_log It will be up to the FIRSTVUE user to investigate and resolve all import errors Some possible fixes include carefully editing the import file or having the IDM user fix the problem and re send the data There are 3 kinds error messages that you may encounter A Fluid State Error The only valid ISA Fluid States are Liquid Gas and Vapor If the import encounters something else you will see the message Error in Tag FluidState has invalid value of imported value Defaulting to LIQUID for this item As the message suggests the item will be imported but its Fluid State will be changed to LIQUID B Sizing Field Out of Range If the import encounters a sizing variable that is out of range you will see the message Error in Tag VariableName has an invalid field value of imported value Value Not Set This item will be imported but the value for the variable that is out of range will be blank C Invalid Sizing Unit of Measure UOM If the import encounters a sizing UOM that it does not recognize you will see the message Tag VariableName has an invalid unit value of imported value Import of this Line
16. ile from the FIRSTVUE file menu Select the file created in Step 5 Click the Browse Map button Select the idm csm file Verify that the File Delimiter is set to I Click the Import button at the bottom of the window to start the import process s the import process runs messages will appear in the Import Log If any error messages appear click the Save Log button when the import process is finished Enter the name of a file to save the log to 8 Click the Close button to close the window Prev n IDM FIRSTVUE Interface 6 21 96 User s Manual Processing Steps Notes FIRSTVUE imports items into the project you have open If you get the error Warning No Active Document it means that you don t have a project open Open a project and try again The FIRSTVUE import process is add only This means you cannot update existing items via the import Imported items are added to the end of the open project For example if you are working in a project that already has 3 items the first item you import will be set to item 4 We recommend importing into a new project so that the first item you import will be item 1 Data is imported into two places Sizing fields are imported into sizing Non sizing fields are imported as ISA Spec Sheet User Overrides Some fields are imported into both places Import messages will appear in the Import Log as the import process runs A message such as Tag of Import File add
17. receive and translate PROJ1 EXP again it will be copied to C Udm isalUncominglArchivelPROJ 1 002 and so on You may want to come up with your own file naming and archiving methods You may also want to coordinate them with your IDM user IDM FIRSTVUE Interface 6 21 96 User s Manual Miscellaneous Topics IDM FIRSTVUE Interface 6 21 96 User s Manual Contacts Overview This section list individuals to contact if you have questions or need support regarding the IDM FIRSTVUE Interface Ordering St Paul Software Carleton Perry St Paul Software St Paul Minnesota USA 651 603 4416 cperry Q stpaulsoftware com Note Be sure to inquire about special pricing for Fisher Controls and also ask about Single vs Multi user licenses Also be sure to order Release 2 4b Ordering or Installing FIRST and FIRSTVUE Bob Maile Fisher Controls Marshalltown Iowa USA 515 754 3009 Note Please contact Kevin Meyer before ordering any Beta software Sales and Marketing Support Kevin Meyer Fisher Controls Marshalltown Iowa USA 515 754 3933 Technical Support Tim Wignall Fisher Controls Marshalltown Iowa USA 515 754 3962
18. tered Do not enter data between the two tildes as any data between the tildes is not sent back to IDM You may enter data before the Ist tilde and or after the 2nd tilde Do NOT enter data for the Switch Lines 74 78 unless the Switch Tag Number appears on Note Line 78 Do not enter a Vertical Bar I or a Double Quote in any data After sizing and selecting in FIRSTVUE wipeout any undesired spec sheet overrides for each item before exporting On export spec sheet overrides take precedence over any valu populated by attributes or sizing When creating an export file FIRSTVUE will default the Valve Manufacturer to FISHER if itis blank IDM FIRSTVUE Interface 6 21 96 User s Manual Miscellaneous Topics Overview This section discusses several miscellaneous topics Revision Tracking Tracking revisions and data changes will be important to the successful implementation of this interface Good communication between the IDM user and the FIRSTVUE user will be essential While IDM ISA Revision fields are passed from IDM to FIRSTVUE for informational purposes they are not passed back into IDM This is so the IDM user can remain in control of his own revisions We recommend that the IDM user always takes a Revision just before he exports data and right after he re imports data This will aid in determining what was changed by FIRSTVUE IDM already has several useful tools for helping tracking Revisions One of these is
19. uires a Manual Reset IDM FIRSTVUE Interface User s Manual Rules for FIRSTVUE User In the rare case when you need to change the Reset Type the valid values are Man Reset Man Reset NVR and Man Reset FH These must be entered EXACTLY as shown here 46 Mfg Mod Enter the Manufacturer and the Model separated by a 7 If you enter a Model but no Manufacturer you must precede the Model with a 47 Type Matl Select a Body Type Body Material combination from the drop down list 48 Rating C V F Enter the Current Rating and Units after the C Valid Units are A mA Enter the Voltage Rating and Units after the V Valid Units are V mV Enter the Frequency and Units after the F Valid Units are Hz Do NOT remove the C V and F labels G Do not enter data in the Actuator On Off field ISA Line 56 as it is not part of the interface Instead select a drop down choice from the Modulating field H If Air Fail Valve Line 65 contains the value NO do NOT enter any data on this line Otherwise you can enter anything you wish IDM FIRSTVUE Interface User s Manual Rules for FIRSTVUE User Rules for FIRSTVUE User continued I The Positioner Note Line ISA Line 73 and the Switch Note Line ISA Line 78 will contain the associated IDM Tag Number The Tag Number will be surrounded by Tilde s to separate it from any note text that the IDM user may have en
20. you alter your Create Script you will need to communicate this with the FIRSTVUE user C Fluid State must be Liquid Gas or Vapor On import into FIRSTVUE if something other than Liquid Gas or Vapor is encountered it will be changed as follows Fluid State from IDM Imported into FV as Dense Phase Liquid Slurry Liquid Steam Vapor Super Critical Vapor all others Liquid D The Units of Measure UOM s entered in IDM must be valid in FIRSTVUE The valid UOM s as they exist on IDM s standard code lists are FLOW PRESSURE TEMPERATURE LENGTH VISCOSITY Ib h psia degF in cP kg h psig degC IN cSt scfh bar a K SSU MMscfd bar g degR mm mPa s scfm kPa a Nm3 h kPa g scfd kg cm2 a DENSITY AREA gpm US kg cm g 1b ft 3 in 2 l mkg cm2a kg m 3 mm 2 m3 h kg cm2g cm 2 barrel d in we g E Specific Heats Ratio ISA Line 7 should be entered in IDM as K On import FV will automatically convert to ISA s F k by dividing by 1 4 On export FV will automatically convert back to k by multiplying by 1 4 F Travel Units ISA Line 10 are not included in the interface For Sliding Stem Travel Units are assumed to be Open For Rotary Travel Units are assumed to be Deg Open G For both Inlet and Outlet Pipeline Dimensions FIRSTVUE requires either Size amp Schedule or Outside Diameter amp Wall Thickness IDM s corresponding fields are Nominal Diameter Diameter Units Schedule Thickness and Thickness
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