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Interactive engineering diagrams

Extract information from static engineering diagrams, typically P&IDs (Piping and Instrumentation Diagrams), to create interactive diagrams that you can explore on any device.

Use this contextualization tool to find, extract, and match tags on engineering diagrams (the identifiers for equipment and file names) and link them to an asset hierarchy or other resource types such as files. The results can be approved or rejected at any time.

An engineering diagram with new tags has the status Pending approval. This status means that there are detected tags that need to be either approved or rejected to ensure that the interactive diagrams are accurate. When all the new tags have been either approved or rejected, the status of the diagram changes to Approved, and the diagram can be used in CDF.

For each engineering diagram, CDF shows the tag types it has detected:

  • Diagrams: Tags to other engineering diagrams
  • Assets: Tags to other assets in CDF
  • Unlinked: Tags that are already manually linked to other resources

Create interactive diagrams

  1. Navigate to

  2. Sign in with your CDF project name and credentials.

  3. Select Create interactive engineering diagrams in the menu.

  4. Click Create interactive diagrams.

  5. Select the diagrams that you want to make interactive. You can filter the diagrams by Name, Data set, Label, or File type such as PDF. For assets, you can also filter by Root asset.

  6. Click Next step to continue.

  7. Select the diagrams you want to link your diagrams to.

  8. Click Next step.

  9. Select the assets you want to link your diagrams to.

  10. Click Next step.

  11. Select the contextualization model:

    Select model
    • Standard model is selected by default as this model is recommended for most engineering diagrams.
    • Advanced model lets you configure options such as the number of tokens matched for an entity, partial matches, and field matching.
  12. Click Next step.


    Activate Save and skip settings if you always use the same model.

  13. Click Run model.

  14. Review the result of the model - newly detected tags on the interactive diagrams.

  15. Choose Approve all, Preview all, or click a diagram to review it individually.

    Interactive view

Approve or reject detected tags

  1. Click the bounding box around the detected tag in the diagram.Bounding box
  2. Choose Approve tag or Reject tag.
  3. Click Save.

You can also Approve or Reject tags like this:

  1. Click a diagram to review it individually.
  2. If it has tags, click Asset or Diagram on the right sidebar to review them.
  3. Click on the pending tag - outlined in blue.
  4. Click the tag you want to review.
  5. Choose Approve tag or Reject tag.
  6. Click Save.

Add new tags

  1. Click the pencil icon to open edit mode.Yellow box
  2. Use the mouse pointer to draw a bounding box around the tag you want to add.
  3. Click Add manually and choose the CDF resource in the list that you want to link to.
  4. Click Save.

Review engineering diagrams pending approval

You can filter the diagrams that are pending approval by Name, Data set, or File type.

  1. Click More options icon on the diagram.
  2. Choose Recontextualize diagram, Approve pending tags, Reject pending tags, or Clear all tags on the diagram. If you choose Recontextualize diagram, you start the process again.

Save the diagrams as SVG

  1. Click More options icon or click Save as SVG button.
  2. Select to save the files as SVG with the same names, or to specify a prefix to the names.
  3. Click Save files.