Here in PI ProcessBook,
I have a display built to show me everything that's going on with my mixing tank 1.
At a glance I can I can see any inflows
or outflows, what level my tank
is at and if the mixer is turned on. And
I can even see my internals or even some physical properties
regarding mixing tank 1. So in
this video we'll go step by step to how this display was made
and we'll create our own from scratch.
So the first thing to do like any other program
is file, new. And here we get to choose 3
options. The first option is ProcessBook file
which is really just a binder that combines our display
files. An entry will be the line items
in our binder file. But
ProcessBook PDI file will be our very
own standalone display. So we'll click that
and create a mixing tank 1
display.
Now the first
thing to do when we're creating our own display or changing an existing
display is make sure we are in build
mode as indicated by this hammer tool. To
make any changes or to create new
symbols, we have to be in build mode. So I'll click that.
And then move over to the draw menu. And here the
draw pull down will show me all the different things I can
make. I can make lines and shapes and
values, graphics and
trends. But I'm going to start with the title
which is text. So I have my text
tool selected now. So I'll simply
click and then drop my title in
as mixing tank 1.
So now clicking away, I
have the mixing tank 1 selected. But
you'll notice that I got kicked out of build mode and now I'm in run mode.
So there is a default setting in ProcessBook
under tools, preferences
called prefer run mode. And what this does is it
returns you to run mode after you've created a symbol.
Since we are going to plan on being in build
mode for quite a while when we build out our
display, I'm going to uncheck that. And now we won't have to return to
build mode every time we are done dropping a
symbol on our display. So back in
build mode, let's change our title to look
more like a title. So we can right
click and format the color and font. But
we can also do it using this bar up here.
So what I'm going to do is
change it to make it nice and
big and center it a little bit. We'll make it
bold. Change it to black. So
here is our title. The next thing we'll do is
draw a symbol. So our symbol
library here is built into PI
ProcessBook and clicking on it will pull up a
cursor for the symbol library.
And what I'm going to do is drag and drop.. And letting go is
going to pull up our symbol library. And we
can see here our symbol libraries has a lot of
different categories with a lot of different symbols in that
category. So here is a bunch of pictures that we can use
to represent our display. So to really give us
display that background context for all the
values on it, let's add a
tank. So here is our tank.
I'll just make this look a little bit
better, appropriate size there.
And now the next thing I'm going to do is I'm going to create
two pipes so I can use one as an inflow and one as an
outflow. So those are also in our
symbol library.
I'll get my symbol icon out and drag and drop a
box where we can create a
pipe.
And I'll use this for
horizontal one here.
Now we'll get to the clipping in a
bit. But I'm going to copy, control C, and
click down here and paste a second pipe.
So this one is going to be my inflow and this one is
going to be my outflow.
So I'm going to fix my clipping issue by clicking on my
mixing tank and then here in the arrange menu,
we can select how our graphics interact with our other
graphics. So what I'm going to do is bring this
one to the front and we can
see here that it overlaps the
pipes now. The next thing we'll do is add a
line. So I could draw a line but I
want you to notice that anything in this draw
menu is also right
here. It's just that the
labels aren't here. So this line is obviously the line
icon. So I'll use that and draw a line
here. And again we can
right click and edit our settings by color and style
;or we can come up here to
this bar again. So I'll make it
black instead of white and I'll add a
line end to the left side.
And carrying
on like I did before, I'll copy and paste it.
But this time the line is
not facing the right way. So again
a range, we can rotate it.
And I could've probably flipped it.
And there
we go. The next thing I'll do
is I had a mixer attached to my tank as well
as a logo for OSIsoft.
So we'll add one more symbol from our symbol library
and
so we'll add that mixer
icon. And this time I'll rotate it again
but only rotating it 90
degrees. And you can actually use the arrow keys
if you want to make fine movements with your symbols to get them to
line up just right.
And the last thing I'll do is my graphic.
Now that's not actually a symbol in my symbol
library. So I'm going to draw a graphic
which is also this
icon here.
So we'll click that, draw our graphic
box and here we can
browse. So I'm going to embed
something that's on my local machine by
browsing for it. And import this
JPG. And I'm going to choose to
stretch the image bounding rectangle
so that I maintain my aspect
ratio. And there it is.
The last thing I'll do, this isn't
quite, this is a contrast
between my two backgrounds. So rather than change the
background of my picture here, I can change the background
of my ProcessBook display by editing the
display and then changing the background color here.
So I'll make it this white color from before.
And now you'll notice that this
text actually has a grey background to it.
So again clicking on the text, I can edit the background
color in this bar again right there.
So I'm just going to remove the
background. So now no matter
what color this title
is overlayed on, you won't see any color box
behind it because there is no background to it.
So now we are ready to fill in our data now that
we have this nice structure for how our process actually
looks. So I'll start by adding some values
to represent some of these flows. So what we can do
is click on this value icon
and I'm going to draw up another
box and here I get to choose
the data source that this value icon is going to
represent.So if you know your PI Point, you can
type it in there or search for it
here but what I'll do since I know my
mixing tank 1 is built up in AF, I am going to
leverage my AF attributes and
search for it here. So selecting mixing
tank 1 in my tree, I know that this is a
flow rate
in and we'll hit OK. And now we can
format it and choose if we want the PI Point
to show up and choose if we want the timestamp to
show up. So I'm going to make sure that I only have two decimal
places and I'm going to choose
to show the units.
So I don't want to see either of these things so I'll leave those as none.
And hitting OK.
We see our data here but we
have a similar problem as before where our
title had a background and wasn't quite the right
color. So again we'll change it a little bit bigger so that it
shows up better. We'll make it blue
text this time and we'll remove the background
again. And
to give this even more context, let's add another text
box to represent the
data label. So we'll call this flow in.
And clicking away and clicking back, I can drag it here.
And we'll make it size 16 again. This
time it will be black with no background.
So I can fiddle
trying to get these to line up properly.
Or I could select them both and arrange a
line and there is centers, just to make sure that they are
perfectly aligned horizontally here.
And that's my flow in.
Now it makes a lot of sense that this pipe represents
an inflow and I can easily see that it's
48.27 gallons a minute. The next thing I'm going to
do is copy and
paste and I'll actually be doing this a couple of times.
Because if you remember from before, we
had a lot of physical properties about our mixing tank 1 that we also need to display here.
So I'm just going to
copy, paste,
copy, paste and I'll copy these two
and paste
them. And so we can quickly build out our display using
something we've already configured. So now
I'll just
go on a configuration spree here and
we'll change the flow out and then
change the data source for this guy. So double clicking
on a value that you have on your screen will
pull up the find value screen again.
So here we can go into
mixing tank 1 and this
attribute is going to be flow out.
And now we have some other
properties like diameter,
we have height, we have
product,
and we have volume. So these are also going to be
different attributes of my mixing tank
1. So I'll quickly change them
all, height,
product,
and volume.
So there are the physical properties of my
tank. And I actually forgot one. So we'll add
the last mixer value.
And of course that property is called
mixer.
So now we can add a symbol that will
really give us a good example of how much
fluid is actually in the tank and that's going to be a bar graph.
And if we arrange it properly
it might look like our tank has cut away and we can see into it and see
exactly how much fluid is in it. So we'll make a bar
graph and we'll put it right
here.
And now this definition
window is a little bit more complicated
because the bar graph needs to know what the lower
value of the bar graph is, what the upper value of the bar graph
is. And if you want the fluid to start at the bottom and go to the
top or start at the middle and
go up and down. Or start at the top
and go down. So this current configuration,
the start of the bar graph is going to be at the expected
zero of the PI Point. And the
expected upper value of the bar graph is going
to be the 0 of the PI Point plus the
range or the span of the PI Point. And
the default orientation is set to vertical rather than horizontal.
And we are going to see the scales inside.
So let's define our
data source as again from the
AF tree, we'll use mixing tank 1's
level attribute.
And now we see a level bar that kind of
looks like we might have a level of
fluid in this tank. The only thing we are missing from our display right now
is our vital signs. And we are going to make a trend for those.
So we'll click on our
trend icon. If you aren't sure what these icons
mean, we can draw and see all the labels
of what these symbols are. So trend looks like that.
And we'll draw the
box for our
trend. So what we are going to do is
define the data sources in our
trend so that we can search
here. And I know that they were going to use the
AF attribute internal
temperature
and pressure.
So adding those two data sources onto
my trend definition, it's going
to show them both side by side. Trends
also display names, so we'll call this
internal temperature
and pressure.
And here we
get to decide the scale of our trend. So
since we have a temperature and a
pressure, they aren't even the same units. So we'll
choose multiple scales. And we'll
let ProcessBook auto arrange the scales rather than
defining them manually. And we aren't really
interested in a logarithmic scale or
using a line of best fit. So we'll
leave those unchecked. And here we decide how wide our trend should
be. So I think 8 hours between 8 hours ago
and the current time as appropriate.
And now we can choose the display format of our trend
in the second tab here.
So we can choose what's in
the legend and what's not in the
legend. As well as what's on the trend and what's not. By
default each trend has three of these
markers on it. And there we can tell which color
ends up with which trend element.
If you check the marker icon
you'll actually see a marker for every single data point
that's in the PI data archive.
And since that's going to be a little too busy for this trend,
we'll uncheck that so that we can see the three
per line. Finally we can
choose the color and the format of our background
and our traces. So in this tab we'll
change pen 1 which is
going to be the first data source. And
sticking with our blue and black theme here,
we'll use our blue color and we'll
leave the default line weight and line style. But if
we're interested we can make it dotted or
thicker or thinner. Pen 2, I'll make it black.
And we can also choose things like
what color text, what color background.
And what color line axis and grid lines.
So we'll go ahead and
change the text to a black color. We'll change
the background to a light
grey. And we'll hit
OK. So there is my trend set with my
data sources and colored how I decided
in the trend options.
So this is my final mixing tank 1 display.
So far in this video we learned how to play static
symbols like JPEGS and tank displays.
As well as even labels. And we also
learned how to make dynamic symbols like our
values or our trend or our bar graphs. We
even learned how to format and color these symbols
to make the data more clear and aesthetic.
In the next videos we'll show you how to use AF to quickly
scale this display to accommodate other similar tanks in the
fleet. As well as ways to make your symbols
react to changes in states based on your data.