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Steam Trap Configuration

Each steam trap in Shoplogix IMS has a set of configurable fields. Some fields are required for analytics to function; others are optional metadata that makes traps easier to search, sort, and report on.

Required for Analytics

These two fields must be set before the platform can calculate steam loss and cost estimates:

FieldDescription
Orifice diameter (inches)The diameter of the trap's orifice. Directly drives the steam loss rate calculation via Napier's equation.
Inlet PSISteam pressure at the trap inlet. Combined with orifice diameter to calculate flow rate and steam enthalpy.

Without both values, the trap will show no cost or steam loss estimate. Set them on the trap's detail page in Shoplogix IMS or via the API.

Operation Type

Controls when Unexpected Cold events are generated. See Unexpected Cold Events for full details.

TypeBehavior
ContinuousUnexpected Cold monitoring is always active
SeasonalMonitoring is active only within your configured seasonal date window
IntermittentNo Unexpected Cold monitoring — cycling is expected

Site & Location

FieldDescription
FacilityThe building or plant where the trap is installed
LocationThe specific area within the facility (line, room, zone)
Service tagYour internal identifier for this trap (e.g., ST-142). Appears in webhook payloads and reports.

Trap Details

FieldOptions / Notes
ManufacturerThe trap manufacturer
ModelManufacturer model number or name
Trap typeBi-Metal, Disc, Float, Inverted Bucket, Orifice, Pump Trap, Thermostatic, Venturi

Application

The application describes what the steam trap is draining condensate from. Select the category and subcategory that best matches the installation:

CategorySubcategories
Process EquipmentHeat Exchanger, Autoclave/Sterilizer, Process Coil/Jacketed Vessel, Other Process
HeatingAHU Coil, Humidifier, Fan Coil, Other Heat
Flash Tank
Drip Leg
Tracing

Physical Details

FieldOptions / Notes
Pipe sizeNominal pipe diameter: 1/4" through 4"
Insulation thicknessThickness of insulation on the connecting pipe (inches)
Check valveWhether a check valve is present downstream
StrainerWhether a strainer is present upstream
Condensate returnWhether the condensate return line is connected

Survey / Notes

FieldDescription
Evergateway association numberIdentifies which gateway covers this trap's sensor — useful for large facilities with many gateways
Control node numberInternal reference number from a site survey
NotesFree-form text for installation observations, maintenance history, or any context not captured by other fields

Configuring Traps in Bulk

If you are setting up many traps at once, use the CSV bulk import rather than editing each trap individually. See Bulk Installation for the supported columns and upload workflow.

Via the API

Trap metadata can be read and updated programmatically:

GET /v2020-07/steamtraps/{trapId}
PUT /v2020-07/steamtraps/{trapId}

The Customer User role and above can update trap configuration within their assigned account.