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There are numerous methods for establishing an automet® deliverable depending on the circumstances of the pipe spool(s) and the surrounding environment.
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<div style="font-size:170%; font-weight:bold; margin-bottom:4px;">Deliverable Setup Methodologies</div>
<div style="font-size:100%; margin-bottom:8px;">Standardized configuration workflows for grid-aligned, flange-aligned, and clash-sensitive deliverable setups in automet® FAB.</div>
<div style="font-size:90%;">[[Main Page|← Main Page]] &nbsp;·&nbsp; [[Automet® FAB - Analysis|← Analysis]]</div>
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Certain conditions must be noted during the site survey by the user; these include:
== Pre-Survey Considerations ==
* the location and presence of any items that may interfere with the replacement pipework and cannot be removed
* the location of any steelwork used for support
* the offset thickness and number of boltholes for tie-ins
* if a tie in is open (no blind or connecting flanges)


We will look at the following deliverable setups:
Numerous methods exist for establishing an automet® FAB deliverable depending on spool geometry and site environmental constraints. Prior to survey execution, field surveyors must verify:


# Deliverable set up - in accordance with the grid system.
* '''Obstructions and interference:''' Presence and precise coordinates of unremovable objects adjacent to the pipe run.
# Deliverable set up - in accordance with flange alignment.
* '''Structural steelwork:''' Locations of existing structural members intended for pipe support attachment.
# Deliverable set up - when there is a potential clash.
* '''Tie-in flange parameters:''' Gasket/offset thickness, pressure rating, and total bolt-hole count.
* '''Tie-in condition:''' Whether the tie-in point is open (unconnected/no blind flange) or fixed.


==Deliverable set up - in accordance with the grid system==
=== Primary deliverable setup configurations ===
This is frequently used when there are only tie-ins and no existing pipe route or when there are more than one or two spools.
# '''Grid system setup:''' Aligns deliverable geometry directly with overall site/platform grid coordinates.
# '''Flange alignment setup:''' Prioritizes minimum flange misalignment regardless of global grid rotation.
# '''Potential clash setup:''' Maintains specific centerline workpoints (circle fit) to avoid nearby obstructions.


<gallery mode ="packed" heights= 300 px>
<div style="clear:both;"></div>
File:KB 303a.png
</gallery>


The user may observe the surrounding elements, such as decks and bulkheads, to create a grid. The image below shows how these are set up using the analysis transform function.
== Method 1: Deliverable Setup in Accordance with Grid System ==


<gallery mode ="packed" heights= 300 px>
Grid system setup is frequently utilized when establishing entirely new pipe routes, following existing structural steelwork, or managing complex multi-spool runs.
File:KB 304.png
</gallery>


The orientation of the pipe spool(s) within the surrounding environment becomes part of the deliverable with this option.  
<table style="width:100%; border-collapse:separate; border-spacing:16px; margin:16px 0;">
  <tr>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 303a.png|center|450px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Grid-aligned deliverable overview</div>
    </td>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 304a.png|center|600px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Analysis transform configuration for grid alignment</div>
    </td>
  </tr>
</table>


You can see the pipe spool shape, size and orientation which can be difficult to understand.  
=== Key considerations ===
* Surrounding physical reference points (decks, bulkheads, structural steel) are used to build the local analysis grid via the **analysis transform** function.
* The physical orientation of spools within the surrounding environment forms an integral part of the deliverable output.
* While necessary for routing along structural steel, this method can make complex spool geometry harder to interpret on fabrication drawings.


This may not produce the most fabrication-friendly deliverable.
<div style="clear:both;"></div>


This form of deliverable configuration is required when establishing a completely new route that may have to follow existing steelwork. 
== Method 2: Deliverable Setup in Accordance with Flange Alignment ==


==Deliverable set up - in accordance with flange alignment==
This approach disregards overall grid orientation to prevent in-situ structural misalignment from corrupting shop fabrication dimensions.
This condition disregards the orientation of the pipe spool to the grid. If the in-situ pipe spool orientation is incorrect in relation to the grid, this setup procedure will not confuse the required new fabrication dimensions with the grid misalignment.


<gallery mode ="packed" heights= 300 px>
<table style="width:100%; border-collapse:separate; border-spacing:16px; margin:16px 0;">
File:KB 305.png
  <tr>
</gallery>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 305.png|center|450px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Flange-aligned deliverable overview</div>
    </td>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 306a.png|center|550px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Analysis transform configuration for flange alignment</div>
    </td>
  </tr>
</table>


The image below shows how these are set up using the analysis-transform function.
=== Operational benefits ===
* '''Improved baseline accuracy:''' If preliminary design dimensions contain errors, alignment fit preferences produce cleaner outcomes, allowing easy preliminary file adjustments.
* '''Decoupled survey data:''' Grid misalignment does not distort spool fabrication dimensions; the report strictly details physical spool geometry.
* '''Simplified shop build:''' Produces clearer, highly fabrication-friendly spool isometric drawings.


<gallery mode ="packed" heights= 300 px>
<div style="clear:both;"></div>
File:KB 306.png
</gallery>


This method offers some benefits:
== Method 3: Deliverable Setup for Potential Clash Conditions ==
# If the basic design dimensions are incorrect, the alignment fit preference will produce a more accurate outcome. This will allow the preliminary design file to be adjusted for better dimensions.
# The alignment of the pipe spool within the grid has no effect on the dimensional report of the pipe spool. The report simply shows the physical spool and not how the pipe spool lies within the surrounding structure.
# As a result, the deliverable will be easier to draw and build.
 


==Deliverable set up - when there is a potential clash==
When an object or support sits close to an existing pipe run, a **circle-fit** calculation must be performed to ensure the new deliverable routes through the exact spatial position of the original spool centerline.
A circle-fit must be performed when any object is close to the existing spool. The user can then route the new deliverable through the same line as the old spool. The user must note on the field-sheet during the survey that the circle-fit centre must be maintained when designing the deliverable.
<gallery mode ="packed" heights= 300 px>
File:KB 307.png|Where to perform the circle fit
File:KB 308.png|Circle fit within the analysis
</gallery>


The report below depicts the initial fit for a spool survey with a possible clash.
=== 1. Identifying and configuring the circle fit ===
Field survey notes must explicitly specify that the circle-fit center point is to be maintained during deliverable creation.


To begin, set all flange fit preferences to alignment, uncheck the circle-fit fit option, and zero flange 01.
<table style="width:100%; border-collapse:separate; border-spacing:16px; margin:16px 0;">
  <tr>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 307.png|center|400px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Circle fit location on physical spool</div>
    </td>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 308.png|center|800px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Circle fit execution within analysis module</div>
    </td>
  </tr>
</table>


<gallery mode ="packed" heights= 300 px>
=== 2. Analysis fit procedure ===
File:KB 309.png
1. Set all flange fit preferences to **alignment**.
File:KB 310.png
2. Uncheck the circle-fit option during initial setup and zero **Flange 01**.
</gallery>
3. Rotate flanges taking Flange 01 as the origin until **Flange 02** reaches zero Z elevation.


Rotate the flanges with flange 01 as the origin until flange 02 has zero z.
<table style="width:100%; border-collapse:separate; border-spacing:16px; margin:16px 0;">
  <tr>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 309.png|center|600px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Initial flange fit alignment preferences</div>
    </td>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 310.png|center|600px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Zero-Z rotation on secondary flange</div>
    </td>
  </tr>
</table>


This is the deliverable setup. Go back to the main menu and print the text report.
=== 3. Text report generation and cross-check ===
Print the text report from the main menu and construct the deliverable while maintaining the identical X coordinate for the circle-fit center.


With the text report, create the deliverable, taking care to maintain the same x location for the circle-fit.  
<table style="width:100%; border-collapse:separate; border-spacing:16px; margin:16px 0;">
  <tr>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 311a.png|center|400px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Survey text report output</div>
    </td>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 312.png|center|600px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Deliverable dimensional edits</div>
    </td>
  </tr>
  <tr>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 313.png|center|600px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Cross-check verification mode</div>
    </td>
    <td style="width:50%; vertical-align:top; background:#ffffff; border:1px solid rgba(128,128,128,0.25); border-radius:6px; padding:14px; text-align:center;">
      [[File:KB 314.png|center|700px]]
      <div style="margin-top:8px; font-weight:bold; font-size:90%; color:#333;">Finalized cross-check validation</div>
    </td>
  </tr>
</table>


<gallery mode ="packed" heights= 300 px caption = "Text report and cross check">
=== 4. Potential clash risk ===
File:KB 311a.png
Failing to maintain circle-fit centers during deliverable creation can result in severe physical clashes at fitting locations during installation:
File:KB 312.png
File:KB 313.png
File:KB 314.png
</gallery>
What could have happened if the circle-fit check had not been performed is shown below.


<gallery mode ="packed" heights= 300 px>
<div style="text-align:center; margin:16px auto 24px auto;">
File:KB 315.png|Final deliverable with clash at elbow
[[File:KB 315.png|center|800px]]
</gallery>
<div style="margin-top:6px; font-size:85%; font-weight:bold; color:#cc0000;">Example of a physical clash at the elbow due to omitted circle-fit constraints</div>
</div>

Latest revision as of 08:14, 13 October 2026

Deliverable Setup Methodologies
Standardized configuration workflows for grid-aligned, flange-aligned, and clash-sensitive deliverable setups in automet® FAB.

Pre-Survey Considerations

Numerous methods exist for establishing an automet® FAB deliverable depending on spool geometry and site environmental constraints. Prior to survey execution, field surveyors must verify:

  • Obstructions and interference: Presence and precise coordinates of unremovable objects adjacent to the pipe run.
  • Structural steelwork: Locations of existing structural members intended for pipe support attachment.
  • Tie-in flange parameters: Gasket/offset thickness, pressure rating, and total bolt-hole count.
  • Tie-in condition: Whether the tie-in point is open (unconnected/no blind flange) or fixed.

Primary deliverable setup configurations

  1. Grid system setup: Aligns deliverable geometry directly with overall site/platform grid coordinates.
  2. Flange alignment setup: Prioritizes minimum flange misalignment regardless of global grid rotation.
  3. Potential clash setup: Maintains specific centerline workpoints (circle fit) to avoid nearby obstructions.

Method 1: Deliverable Setup in Accordance with Grid System

Grid system setup is frequently utilized when establishing entirely new pipe routes, following existing structural steelwork, or managing complex multi-spool runs.

Grid-aligned deliverable overview
Analysis transform configuration for grid alignment

Key considerations

  • Surrounding physical reference points (decks, bulkheads, structural steel) are used to build the local analysis grid via the **analysis transform** function.
  • The physical orientation of spools within the surrounding environment forms an integral part of the deliverable output.
  • While necessary for routing along structural steel, this method can make complex spool geometry harder to interpret on fabrication drawings.

Method 2: Deliverable Setup in Accordance with Flange Alignment

This approach disregards overall grid orientation to prevent in-situ structural misalignment from corrupting shop fabrication dimensions.

Flange-aligned deliverable overview
Analysis transform configuration for flange alignment

Operational benefits

  • Improved baseline accuracy: If preliminary design dimensions contain errors, alignment fit preferences produce cleaner outcomes, allowing easy preliminary file adjustments.
  • Decoupled survey data: Grid misalignment does not distort spool fabrication dimensions; the report strictly details physical spool geometry.
  • Simplified shop build: Produces clearer, highly fabrication-friendly spool isometric drawings.

Method 3: Deliverable Setup for Potential Clash Conditions

When an object or support sits close to an existing pipe run, a **circle-fit** calculation must be performed to ensure the new deliverable routes through the exact spatial position of the original spool centerline.

1. Identifying and configuring the circle fit

Field survey notes must explicitly specify that the circle-fit center point is to be maintained during deliverable creation.

Circle fit location on physical spool
Circle fit execution within analysis module

2. Analysis fit procedure

1. Set all flange fit preferences to **alignment**. 2. Uncheck the circle-fit option during initial setup and zero **Flange 01**. 3. Rotate flanges taking Flange 01 as the origin until **Flange 02** reaches zero Z elevation.

Initial flange fit alignment preferences
Zero-Z rotation on secondary flange

3. Text report generation and cross-check

Print the text report from the main menu and construct the deliverable while maintaining the identical X coordinate for the circle-fit center.

Survey text report output
Deliverable dimensional edits
Cross-check verification mode
Finalized cross-check validation

4. Potential clash risk

Failing to maintain circle-fit centers during deliverable creation can result in severe physical clashes at fitting locations during installation:

Example of a physical clash at the elbow due to omitted circle-fit constraints
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