Equipment Symbol Library

The Equipment Symbol Library is an EnvisionSCADA project that contains ISA-101 style symbols and faceplates for 76 equipment types (rotating equipment, valves, tanks and vessels, process equipment, electrical equipment, instrumentation, utility and safety equipment). Every equipment type has its own library page with a symbol master, a faceplate master and a live instance driven by client variables, so the library runs without devices, variables or UDT definitions and can be linked to UDT definitions later.

Updated 11 min read
On this page (9 sections)
  1. Functional explanation
  2. Library structure
  3. Equipment page
  4. State model
  5. Faceplates
  6. Linking a symbol to real equipment
  7. Colour Library and themes
  8. Installing the library in an existing project
  9. Extending the library

Functional explanation

The Equipment Symbol Library is delivered as an EnvisionSCADA project. It contains one page per equipment type under the library path Equipment Library, one overview page per equipment group, a design system page, a primitives page and an example screen. Each equipment page holds the symbol master, the faceplate master and one live instance of the symbol.

The symbols follow the ISA-101 high performance HMI philosophy: equipment is drawn as neutral line art on a mid-grey page, a running or open equipment is drawn solid and a stopped or closed one hollow, and colour is reserved for abnormal conditions (fault, warning, alarm severity, interlock, communication failure, bad quality). Every coloured cue is paired with a glyph so it never relies on colour alone, and the silhouette of an equipment never changes with its state.

The symbol represents the equipment and carries no controls: clicking a symbol opens its faceplate, hovering it shows a tooltip with its tag, description and state. The faceplate provides the status, mode, commands, values, trend and alarms of the equipment.

Library structure

The pages are organised by library path in the Pages panel of the Quick Menu. Symbol masters carry the same library path as their page, faceplate masters sit in a Faceplates sub folder and the shared primitives in the Design System folder of the Symbols panel.

Library pathPagesContent
Equipment Library/00 Design SystemLib_DesignSystem, Lib_PrimitivesState matrix of six reference symbols in every state, colour palette, type scale, geometry notes; the primitive masters every symbol and faceplate is composed from
Equipment Library/01 Rotating EquipmentLib_Rotating_Overview, Lib_Rotating_Pump, Lib_Rotating_Motor, ...Pump, centrifugal pump, positive displacement pump, motor, fan, blower, compressor, turbine, agitator, conveyor, screw conveyor, belt conveyor, feeder, crusher, mill
Equipment Library/02 ValvesLib_Valves_Overview, Lib_Valves_ControlValve, ...Ball, butterfly, gate, globe, check, solenoid, control, three-way, four-way, motorized, pneumatic and safety / relief valves
Equipment Library/03 Tanks and VesselsLib_Vessels_Overview, Lib_Vessels_StorageTank, ...Storage tank, process tank, hopper, silo, pressure vessel, reactor, separator, scrubber
Equipment Library/04 Process EquipmentLib_Process_Overview, Lib_Process_HeatExchanger, ...Heat exchanger, heater, furnace, boiler, chiller, cooling tower, evaporator, condenser, dryer, filter, membrane / RO unit
Equipment Library/05 ElectricalLib_Electrical_Overview, Lib_Electrical_CircuitBreaker, ...Circuit breaker, motor breaker, contactor, disconnect switch, transformer, generator, UPS, battery, variable frequency drive, soft starter, power meter
Equipment Library/06 InstrumentationLib_Instruments_Overview, ...Pressure gauge, temperature gauge, flow meter, level gauge, weigh scale, speed indicator, vibration sensor
Equipment Library/07 Utility EquipmentLib_Utility_Overview, ...Air compressor, air dryer, HVAC unit, cooling unit, water treatment unit, dosing pump
Equipment Library/08 Safety EquipmentLib_Safety_Overview, ...Emergency stop, safety valve, fire pump, fire extinguisher, fire detector, gas detector
Equipment Library/09 Example ScreenLib_ExampleScreenA water treatment train built from the library symbols with process piping, electrical feed, instrument signals and utilities

Equipment page

Every equipment page shows the same four areas.

Symbol master: the reusable master symbol of the equipment type, named SYM_ followed by the equipment name (for example SYM_Pump). Place instances of it on any page with the Symbols panel or with the Design API and MCP tools.

Faceplate master: the popup master of the equipment type, named FP_ followed by the equipment name (for example FP_Pump). The symbol opens it with the OpenPopup action and passes its own replacer values, so the faceplate always shows the equipment that was clicked.

Live instance: one placed instance of the symbol (for example P-101), driven by client variables. Click it to open the faceplate, hover it to see its state. The Signals panel next to it lists the values of its client variables.

State controls: buttons that force a condition on the live instance: Fault, Warning, Interlock, Permissive not met, Manual, Local, Maintenance, Disabled, Comm failure, Bad quality, a test alarm of severity 1 to 4, Acknowledge, Reset and the commands of the equipment (Start / Stop, Open / Close, Close / Open). They write the client variables of the instance in the browser; nothing is written to a device.

State model

Every symbol shows its state with the same layers: the body fill, an attention ring around the body, a glyph badge at the bottom left of the ring, mode badges at the top right and an alarm badge at the top left. The identity of the equipment never changes; only these layers do.

Alarms are shown by the Alarm Indicator, which is a setting of the symbol itself rather than part of the drawing. On a symbol that is linked to a UDT instance the runtime draws a frame around the symbol in the colour of the worst active alarm severity, with the severity shape and the number of active alarms as a badge on the top left corner. Frame and badge blink while any of those alarms is unacknowledged and disappear when no alarm is active. The attention ring is reserved for a condition the alarm system does not report: a symbol whose equipment is interlocked. Fault, warning and communication failure raise alarms, so the Alarm Indicator already frames those, and drawing a second ring for them would put two frames around one symbol. Each condition keeps its own glyph badge, so it stays identifiable without relying on colour.

14 rows
StateBody fillRingBadge
Stopped / closed / de-energizedHollowNoneNone
Running / open / energizedSolidNoneNone
Starting / stopping / opening / closingIntermediate greyNoneNone
ManualAs stateNoneM badge, top right
LocalAs stateNoneL badge, top right
WarningAs stateOrangeExclamation glyph
AlarmAs stateAs stateSeverity shape with the active alarm count, top left: square for severity 1, inverted triangle for 2, triangle for 3, diamond for 4; blinks while unacknowledged
FaultAs stateRedF glyph
InterlockedAs stateAmberLock glyph
Permissive not satisfiedAs stateNoneP glyph
MaintenanceAs stateNoneWrench glyph
DisabledDisabled greyNoneSlash glyph; the compact value is hidden
Communication failureDisabled greyPurpleQuestion mark glyph; values show ---
Bad qualityAs stateNoneQuestion mark glyph; values show ---

Faceplates

A faceplate is a fixed frame around a tabbed container. The frame is always visible and shows the equipment tag, its description and type, the status lamps and, at the bottom, the runtime, the number of starts and the last command. An operator never has to open a tab to see whether the equipment is faulted.

The detail sits on tabs, in the same order on every faceplate. A tab is shown when the equipment has content for it, so a pressure gauge has Values, Trend, Alarms and Limits while a pump has Operate, Values, Trend and Alarms.

The status lamps differ per kind: Running / Fault / Interlock / Permissive / Comm fail for a motor, Open / Closed / Fault / Interlock / Comm fail for a valve, Energized / Closed / Tripped / Fault / Comm fail for a breaker, Quality OK / Warning / Fault / Maintenance / Comm fail for an instrument.

TabContentPurpose
OperateAuto / Manual and Local / Remote, the commands (START / STOP / RESET, OPEN / CLOSE / RESET, CLOSE / OPEN / RESET, RESET), the setpoint, and for a controller the process value, setpoint and output with its output limits and the TUNING buttonWhat the operator acts on. This is the tab a faceplate opens on.
ValuesThe value tiles of the equipment, and for electrical equipment the current, voltage, power and frequencyWhat the operator reads.
TrendA trend of up to four pens over a five minute windowRecent behaviour.
AlarmsThe alarms of this equipment, and the ACKNOWLEDGE button where the kind has oneAcknowledging sits with the list it acknowledges.
LimitsThe HIGH HIGH, HIGH, LOW and LOW LOW limits, with the active limit markedShown for instruments, vessels and detectors.

The sections an equipment gets depend on its faceplate kind. Each section appears on the tab listed above.

Faceplate kindTabsEquipment
MotorOperate (Auto / Manual, START / STOP / RESET, setpoint), Values (speed, current, power, winding temperature, vibration), Trend, AlarmsPumps, fans, blowers, compressors, conveyors, crushers, mills, utility units
ValveOperate (mode, OPEN / CLOSE / RESET), Values (position, command status, open hours), Trend, AlarmsOn / off valves
ControlOperate (mode, process value, setpoint and output, output limits, TUNING), Values, Trend, AlarmsControl valves, heaters, boilers, chillers, dryers
AnalogValues, Trend, Alarms (with ACKNOWLEDGE), LimitsInstruments, static process units
VesselValues (level, temperature, pressure), Trend, Alarms (with ACKNOWLEDGE), LimitsTanks, hoppers, silos, reactors, separators
BreakerOperate (mode, CLOSE / OPEN / RESET), Values (current, voltage, power, frequency), Trend, AlarmsBreakers, contactors, disconnect switches
GeneratorOperate (mode, START / STOP / RESET), Values (electrical measurements), Trend, AlarmsGenerator, UPS
MeterValues (electrical measurements), Trend, AlarmsTransformer, power meter, battery
SafetyOperate (RESET / ACKNOWLEDGE), Values, AlarmsEmergency stop, fire extinguisher
DetectorValues, Trend, Alarms (with ACKNOWLEDGE), LimitsFire detector, gas detector, safety / relief valve

Linking a symbol to real equipment

Every symbol master and faceplate master uses the same five replacers, with the same keys on every master, so one mapping applies to the whole library.

ReplacerMeaningExample
Variable prefixPrefix of every variable of the equipment; the symbol appends _Signalclient.P101, PLC1.P101
Equipment tagThe tag shown under the symbol and in the faceplate headerP-101
DescriptionThe description shown in the faceplate header and the tooltipIntake pump A
Engineering unitThe unit of the primary process valuem3/h
Faceplate symbolThe faceplate master the symbol opensFP_Pump

In the library the Variable prefix is a client variable prefix such as client.P101, and the symbol reads client.P101_Run, client.P101_Fault, client.P101_Flow and so on. To connect a symbol to real equipment, set the Variable prefix of the instance to the prefix of the equipment's variables (for example PLC1.P101 when the variables are named PLC1.P101_Run, PLC1.P101_Flow, ...), or bind the master in a UDT definition and map the definition's parameters to the five replacers. The signal names the symbols and faceplates expect are listed in the design reference of the library (Run, Starting, Stopping, Open, Closed, Opening, Closing, Energized, Tripped, Fault, Warning, Auto, Remote, Interlock, Permissive, Disabled, Maint, CommFail, Quality, AlarmSev, AlarmCount, AlarmUnack, PV, SP, MV, Position, Speed, Current, Voltage, Power, Level, Temperature, Pressure, Flow, Vibration, Runtime, Starts, HH, H, L, LL, OutMin, OutMax, Kp, Ti, Td and the commands CmdStart, CmdStop, CmdOpen, CmdClose, CmdReset, CmdAuto, CmdManual, CmdAck).

Trend ranges and the number of decimals are part of each equipment master, so choose the master whose range fits the equipment, or copy the master and adjust it.

The library contains eleven UDT definitions, one per faceplate kind: Lib_Motor, Lib_Valve, Lib_Control, Lib_Analog, Lib_Vessel, Lib_Breaker, Lib_Genset, Lib_Meter, Lib_Safety, Lib_Detector and Lib_Passive. Each one binds every symbol master of its kind and maps the five replacers above, so an equipment type is an instance with its own parameter values (tag, description, engineering unit, range, setpoint, full load amps, rated power and the four alarm limits) rather than a definition of its own.

In the library every member is created on the device Local, so the project runs without a PLC and each instance owns variables named <Instance>_<Signal>. To drive the symbols from real equipment, point the members of a copy of the definition at your own device, or map the five replacers on your own definition; the symbol masters need no change either way.

Use Create UDT Symbol to place a symbol for an instance. That is what links the symbol to the instance, which is also what the Alarm Indicator needs before it draws anything.

Every instance is attached to a node in the Asset Manager: the catalogue under Library and its eight equipment groups, and the example screen under Plant and its areas. Attaching an instance is what lets the Navigator list it, gives its alarms an Asset path the viewers can filter on, and produces the alarm counts per node.

Attaching an instance also changes its name: the full name is composed from the asset path plus the instance name, so P101 attached to Library/Rotating is named Library.Rotating.P101. The variables are not named after that. They follow the Key parameter, which holds the tag without separators, so the variables of that instance stay P101_Speed and moving the equipment to another node in the tree leaves every variable name unchanged.

Colour Library and themes

Every colour of the library is a Color Library name (Bg_Page, Eq_On, Eq_Off, St_Fault, Al_Sev1, Text_Primary, ...). The project contains two themes, ISA Light (default) and ISA Dark, and a Select Theme action switches the whole library between them. Changing an entry in the Color Library restyles every symbol and faceplate that uses it.

Installing the library in an existing project

The delivered project file replaces the project it is imported into, so it is the way to open the library as a project of its own. To add the library to a project that already exists, import three parts in this order.

PartWhereWhat it carries
Colour libraryConfiguration, Color LibraryEvery colour name the symbols use, in both themes
PagesConfiguration, Pages, ImportAll symbol and faceplate masters, with their library paths
UDT typesConfiguration, UDT Manager, ImportThe eleven definitions, their members, alarms, simulation and symbol links

The colour library is imported first because the symbols reference its entries by name. The pages are imported next, on the Pages screen, and carry every symbol master and faceplate master; a page whose name already exists is updated and a new one is added. The UDT types are imported last, from the UDT Manager, and carry the definitions, their members, the simulation and the links to the symbol masters. A definition that names a master which is not present is imported with a warning, so importing the types before the pages reports the missing masters instead of failing.

Extending the library

A new equipment type is one entry in the generator catalogue (Tools/SymbolLibrary in the EnvisionSCADA repository) plus, when the silhouette is new, one 64 x 64 body drawing. The generator creates the page, the symbol master, the faceplate master, the live instance and the page script through the MCP tools, so the new type follows the design system automatically. Adding a new faceplate section is one new primitive master on the Lib_Primitives page. The design reference Docs/Design/SymbolLibrary.md documents the visual system, the state model, the signal contract and the component architecture.

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