Creating a Component Specification Template—Exercises

Basic Data Setup

Defining a Standard

Purpose: The purpose of this exercise is to define a standard for design parts.

Windows:
Standard

1. Create a standard, CompanyName_standard (where CompanyName is the name of your company or similar).

General exercise for Defining a Standard

Creating Classes

Purpose: The purpose of this exercise is to create a design object class to which the design objects will belong.

Windows:
Class
Classes

1. Create a PUMP CENTRIFUGAL class to which the design objects you will create will belong, if you have not created it already. 

General exercise for Creating Classes 

Main Exercises

Purpose: The purpose of these lessons is to learn how to create a component specification template and how to make modifications to an existing template by adding, moving, or removing fields.

Windows:
Microsoft Excel

Creating a New Component Specification Template

1. Start Microsoft Excel.
2. Select IFS/Template/New... to open the Create New Template dialog box.
3. In the Choose Type field, select Normal.
4. In the Choose Standard field, use the drop-down list to select CompanyName_standard (where CompanyName is the name of your company or similar).
5. In the Choose Class field, use the drop-down list to select PUMP CENTRIFUGAL. By selecting the class, its database columns load into the Available Items in Database list. Note that Object ID (Item: "Object ID", Path "/Column) is loaded automatically to the Chosen Items list.
6. In the Available Items in Database list, select items and move them to the Choose Items list. Items are moved by double-clicking or by highlighting and clicking [>]. Move the following items:
   • Description 1 for the main object (Item: Description 1, Path: /Column).
   • Location Tag No for the main object (Item: Location Object ID, Path: /Column).
   • Function Tag No for the main object (Item: Function Object ID, Path: /Column).
   • Design Part ID for the main object (Item: Part No, Path: /Column).
   • Pumping Temperature, normal for the main object (Item: "Pumping Temperature, normal", Path: /TechnicalObject).
   • Pumping Temperature, max for the main object (Item: "Pumping Temperature, max", Path: /TechnicalObject).
   • Pumping Temperature, min for the main object (Item: "Pumping Temperature, min", Path: /TechnicalObject).
   • Description 1 for the Design Part (Item: "Description 1", Path: /MainArticle/Column).
   • Manufacturer for the Design Part (Item: "Manufacturer", Path: /MainArticle/Column).
   • Supplier for the Design Part (Item: "Supplier", Path: /MainArticle/Column).
   • Rated Power for the design part (Item: "Rated Power", Path: /MainArticle/TechnicalObject).
   • Description 1 for the functional object (Item: "Description 1", Path: /FunctionObject/Column).
   • Description 1 for the location object (Item: "Description 1", Path: /LocationObject/Columm).
7. Compare the above list with the items in the Chosen Items list.
8. Click OK to create the template. 
9. Select File/Save As... to open the Save As dialog box. 
10. In the File Name: field, enter the descriptive name My Centrifugal Pump Template.
11. In the Save as Type: field, use the drop-down list to select Template (*.xlt). 
12. Save your template and close.

Note: Perform the Generate MC Package Specification exercise in the Preparing and Executing Commissioning chapter to verify that the component specification generated from the template you just created, works as required.

The remaining exercises assume that you are proficient with Microsoft Excel. Refer to the Excel user documentation for further  information if needed.

Removing Fields

Template fields are sorted by Excel columns. These columns work in groups of two. The first column contains the tag information and the second column contains the tag value. The following columns are available (for class PUMP CENTRIFUGAL):

• Column A - Object Data (values in column B)
• Column C - Object Technical Data (values in column D)
• Column E - Design Part Data (values in column F)
• Column G - Function (values in column H)
• Column I - Location (values in column J)

To remove fields:

1. In the specification worksheet, highlight Columns E and F and select Edit/Delete. This removes the Design Part fields from the sheet. 
2. Highlight Columns E, F, G, and H and select Edit/Delete. This removes the Functional Parent fields (E and F) and Locational Parent fields (G and H).
3. Remove the Design Part Alternate ID by highlighting cell A28 and B28 and selecting Edit/Delete. A dialog opens and select Shift cells up and click OK. To fully remove fields, both the tag (A28) and the value cell (B28) must be deleted.

Moving Fields

When moving fields, you will move the named cell containing the actual data.

1. Select Design Part ID in cell A27 and B27.
2. Drag the selected area and drop it on cell A34 and B34

Adding Fields

Description, Manufacturer, and Supplier for the Design Part will be added by entering the tag information and by connecting data cells with their corresponding entries on the setup sheet.

1. In cell A35, enter Description.
2. in cell A36, enter Manufacturer.
3. in cell A37, enter Supplier.
4. Select Cell C35.
5. Select IFS/Template/Assign Cells to open the Assign Cells dialog box.
6. In the Available Items in Template list, select the Description1 item (Path /MainArticle/Column). 
7. Click [>] to send Description 1 to the Configuration for Selected Cell list.
8. Without closing the Assign Cells dialog, select Cell C36.
9. In the Available Items in Template list, select the Manufacturer item (Path /MainArticle/Column).
10. Click [>] to send Manufacturer to the Configuration for Selected Cell list.
11. Without closing the Assign Cells dialog, select Cell C37.
12. In the Available Items in Template list, select the Supplier item (Path /MainArticle/Column).
13. Click [>] to send Supplier to the Configuration for Selected Cell list.
14. Click OK.
15. Save and close the template.