Tutorial Catia V5

CATIA V5 Fundamentals Notes:

CATIA Training Foils

Copyright DASSAULT SYSTEMES

CATIA V5 Fundamentals


Version 5 Release 13 February 2004 EDU-CAT-E-V5F-FF-V5R13

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•Progressive exercises •Reference to Master Exercises to be completed throughout the week (see EDUCAT-E-V5F-FX-V5R11 book) •Looking for info...


•Sending feedback to DS: •Contact: •David Guilbert •Mail: [email protected] •Global offer and Complementary material: •Companion for on the job aid (Electronic support system + refresher + updates) •CATIA on-line documentation for task description •F1 for contextual help

How to Use this Guide?

• Introduction screens • Skillets’ conceptual screens • Exercises • Summary

Notes:

How to Use this Guide? What the student can find in the guide and how to use it during class /after: •TOC •Structure •Lessons,


•Certification ad: •Getting certified... (www.3dplm.com/certification)


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Notes:

Table of contents Getting Started with CATIA V5 Introduction to the CATIA Sketcher Sketcher Geometry Management Sketcher Geometry Creation Sketcher Axis Creation Sketcher Geometry Re-limitation and Transformation Sketcher Geometry Modification Sketcher Geometry Management Recommendations Sketcher Geometry Exercises Sketcher Constraints Management Constraints Creation Modification of Constraints Relations Between Dimensions Sketcher Constraint Management: Recommendations Sketcher Constraints Exercises


p. 9 p. 46 p. 56 p. 58 p. 68 p. 71 p. 75 p. 78 p. 87 p. 96 p. 100 p. 103 p. 107 p. 110 p. 115

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Notes:

Table of contents Sketcher Analysis Tools Performing a Quick Geometry Diagnosis Sorting Sketches by their Solving Status Time to Practice … Introduction to Part Design Basic Sketch Based Features Creating Pads Creating Shafts Creating Holes Creating Pockets Creating Grooves Sketch Based Features Recommendations Sketch Based Features Exercises


p. 122 p. 124 p. 127 p. 133 p. 134 p. 141 p. 146 p. 149 p. 152 p. 155 p. 159 p. 162 p. 169

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Notes:

Table of contents Basic Dressing-Up Features Creating Drafts Filleting Chamfering Threads and Taps Shelling a Part Basic Dressing Up Features: Recommendations Dress-Up Features Exercises Part Design Transformations Duplicating Features Moving Features Part Design Transformations: Recommendations Transformations Exercises Part Design Modifications Reordering Features Modifying Features Part Design Modifications: Recommendations Time to Practice …


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Notes:

Table of contents Introduction to Assembly Design Assembling Components Creating a New Assembly Document Adding Components Assigning Components Properties Saving an Assembly Document Assembly Components Exercises Positioning Components using Constraints Freely Moving Components Defining Assembly Constraints Updating Assembly Constraints Positioning Components Exercises Analyzing an Assembly Measuring an Assembly Checking for Clash and Clearance Editing Parts in an Assembly Designing in the Context of an Assembly Smart Move Viewer for Snapping


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Notes:

Table of contents Working with Components Deleting Components Duplicating Components Symmetrical Sub-Assemblies Replacing Components Restructuring Components Reordering Product Structure Time to Practice Introduction to Generative Drafting Starting a Drawing and View Generation Starting a enerative Drawing Defining the Main Views Additional View Generation Adding Section Views and Cuts Adding Secondary Views


p. 370 p. 371 p. 375 p. 382 p. 387 p. 392 p. 396 p. 401 p. 402 p. 409 p. 412 p. 417 p. 429 p. 430 p. 434

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Notes:

Table of contents Editing Views Layout and Properties Editing Views and Sheet Properties Repositioning Views Modifying Views Modifying of Section Profiles Finalizing the Drawing and Printing Checking for Changes Printing the Drawing Dimensioning and Annotating Dimensioning Introduction and Terminologie Manual Dimensioning Linear and Angular Dimensions Radius and Diameter Dimensions Chamfer Dimensions Creating Thread Dimensions Dimension System Time to Practice


p. 440 p. 441 p. 445 p. 449 p. 452 p. 459 p. 460 p. 463 p. 469 p. 470 p. 473 p. 477 p. 485 p. 488 p. 490 p. 492 p. 498

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CATIA V5 Fundamentals Notes:

Getting Started with CATIA V5 In this lesson you will learn the main concepts of CATIA V5. You will become familiar with the CATIA V5 environment.


Lesson content:

Welcome to CATIA V5 Starting CATIA V5 CATIA User Interface The Workbench Concept The Specification Tree Manipulating Objects Objects Visualization Saving and Closing Documents Duration: Approximately 0.5 day


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Notes:

Welcome to CATIA V


You will have a brief overview of CATIA V5


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Notes:

CATIA V5, the New Generation CATIA Version 5 is a completely re-engineered, next-generation family of CAD/CAM/CAE software solutions for product lifecycle management.

Using native Windows features and innovative technics, Version V5 is as natural to use as working with the physical model in your hands.

Improving products through knowledge driven design.


CATIA Version 5 combines the power of explicit rules to guide you as an advisor expert in order to reach optimum design faster


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Notes:

Friendly Interface CATIA Version 5 has a stunning new interface, and new user-friendly features. It was specifically designed to improve your efficiency.


Specification Tree andCompass to accelerate your manipulations...


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Notes:

The Windows Philosophy Traditional menu bars, standard keyboard shortcuts consistent with the Windows philosophy,(Ctrl+C,...), Copy-Paste, Drag & Drop.. OLE integration to share data across Windows applications...


As a Windows application, CATIA V5 can simply manage multi-documents:


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Notes:

The Action/Object and Object/Action Approaches You can work as you like, the order of selection is up to you. You can either: •First select the object(s) to process, then select the operation to perform


•First select the operation to perform, then select the object(s) to process


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Notes:

Knowledge


CATIA Version 5 assists you in making correct decisions and reaching optimum error free design in a shorter period of time:


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Notes:

Starting CATIA V5


You will learn how to start CATIA V5


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Notes:

Starting CATIA Using the Start Menu (PC)

1 Click the Start menu and keep the key pressed

2


Roll over Program, then to the right


3

Roll over CATIA, then to the right

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Notes:

Starting CATIA Using the Contextual Menu (PC)

1


Click the right mouse button MB3 to display the contextual menu


2

3

Release the key when over CATIA Part

Roll over New then to the right

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Notes:

Starting CATIA V5 Session on Unix Platforms First Method: Using a command 1. 2.

Log on as a user Enter the command: /usr/DassaultSystemes/BXX/Os_a/Code/Command/catstart

Where OS_a is : aix_a; hpux_a; XX is : CATIA Version

irix_a;

solaris_a

Second Method: Using CATIA V5 icon 1. 2. 3 4

Log on as a user On desktops (AIX; HP-UX and Sun Solaris), open the application Manager Open the CATIA directory Double-Click the CATIA V5 icon

Third Method: Using Document Icons


1. 2 3

Log on as a user Locate the document icon using your File Manager Double-Click the located icon to open the document and activate the workbench used to create the document originally


Part Design document icon Assembly design document icon

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Notes:

CATIA User Interface


You will learn and practice the basic concepts of CATIA user interface


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Notes:

What about CATIA User Interface ?

Some Key features: • Multi-document support • Standard and specific menus & toolbars (File, Edit, Insert...) • Standard manipulations (Copy-Paste, Drag & Drop, Edit in place...) • Intuitive (Highlighting, copilot, cursor shapes...) • Contextual menu (MB3)


• Specification Tree including all technological features, constraints, relationships ... • Workbenches and associated toolbars ...


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Notes:

CATIA User Interface Icons to minimize, maximize, or close windows

Menus Window of active document Tree

Icon of the active workbench (here Part Design) Toobars of the active workbench ...


Tree scrollbar


Double arrows mean there are more toolbars. Drag the >> sign to move unseen toolbars

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Menus and Toolbars Toolbars provide a quick access to tools which are also available in menus

Notes:

Use the View menu to activate toolbars

Toolbars that are checked are accessible. Others are hidden.

Double arrows mean there are more toolbars. Drag the >> sign to move unseen toolbars


Drag the separator to move the toolbar anywhere


Click [x] to close the toolbar

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Notes:

How to Use Dialog Boxes ? Dialog boxes provide parameters for the definition of features. They are standardized and easy to use Click the question mark and select a field to get help Ex: if you double-click on a hole you will get the Hole Click the cross to close the dialog box Definition dialog box Name of the task Select a tab to define particular parameters Select an option in the drop down list Key in a value or click up and down arrows Fields not selectable (locked)

Select the button to activate the action


Click the check box to activate the option Inactive field


Click OK to confirm Click Cancel to quit the function Click Preview to pre-visualize the result 24 24


Notes:

The Workbench Concept


You will learn how to access workbenches


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Notes:

The Workbench Concept Each discipline (Mechanical Design ...) offers a wide range of Products organized in Workbenches.

Mechanical Workbenches l Part Design To design parts l Sketcher To sketch 2D profiles l WireFrame & Surface To Enrich existing mechanical part design with wire frame features and basic surface features l Assembly Design To Easily establish mechanical assembly constraints, automatically positions parts and checks assembly consistency


l Generative & Interactive Drafting To Generate drawings from 3D part and assembly designs and make pure 2D drawings l Sheetmetal Design A very intuitive and productive environment to design sheet metal parts


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Notes:

Accessing a Workbench You can access any standard workbench using the Start menu. To access the Assembly Design workbench, Start CATIA, then select the Start menu and choose Mechanical Design then Assembly Design


Assembly Design Workbench icon

Two ways to access a workbench : Using the Start menu


or

Selecting File / New :

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Notes:

The Specification Tree You will learn different ways to select, manipulate, and view objects using the Mouse


You will become familiar with the Specification Tree


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Notes:

What About the Specification Tree? CATIA V5 provides you with a generic specification modeler allowing you to view and modify objects (features, sketches, … ) The hierarchy of features is called the Specification Tree. Its structure varies with the type of document being edited. Part Number


Design Process: Pad.1 before Pocket.1


1 2

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Action

Shift+ Or

Click anywhere on the tree structure to activate or deactivate it.

Drag and drop the tree structure with the left button of the mouse.

Expanding/Collapsing the Tree

Click on + to expand the tree and on – to collapse the tree.

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Click on the F3 key to hide or show the tree.

Moving the Tree


Description

Hiding the Tree


Notes:

Manipulating the Tree

Activating/Deactivating the Tree


Notes:

Manipulating Objects


You will also learn how to take advantage of the compass to manipulate objects


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Notes:

What is the Compass ?

• The compass is a powerful tool to move and manipulate objects, especially in the Assembly Design, Freestyle, and Digital Mockup products

Base of the compass (or privileged plane) Default is XY plane


When to use it ? • The default orientation of the compass is parallel to the reference XYZ axis system • The default location of the compass is the top right corner of the screen


• To Pan, Rotate Geometry in 3D •To deform surfaces like patches and define cutting plane in Freestyle • To move components in an assembly and in Digital Mockup • To move and rotate elements in the Sketcher, parallel to the sketch plane

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Notes:

Moving Objects with the Compass Rotation 1 Select one of the compass axis or plane About Z

2

Drag the cursor. The geometry moves accordingly

Translation


About Y

Free rotation (Similar to rotating with the mouse) Just grab the top point of the compass and move it


XZ translation

X translation

Z translation

‘Normal to compass axis’ (Similar to Normal View) Just select the desired letter (x, y or z) 33 33


Notes:

Selecting Objects with the Mouse Simple Selection : • To select an object you press the left button of the mouse, also called mouse button 1 (MB1)

Selecting Geometry or Tree Features : • You can either select an object (or several objects) geometry or its corresponding feature in the tree. • Selecting the geometry will highlight the tree feature(s) and vice versa

Multi-Selection:


• The standard way: [Ctrl] key

• Trapping objects:


+

+

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Notes:

Moving Objects with the Mouse cursor


Panning

Zooming Rotating


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Notes:

Objects Vizualisation


You will learn how to hide and redisplay objects, and the different render style of CATIA V5

From Visible ...


... To Invisible Space 36 36


Notes:

When to Hide Elements? You will hide elements to clarify the visualization temporarily, in 3D or in the Sketcher, or to get rid of construction elements but still keep them accessible

Examples


Construction elements

Sketcher elements


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Notes:

Hiding/Displaying Elements You can hide construction elements, and 3D elements seen in the Sketcher... for better visualization and redisplay them later


You can quickly hide element(s) by right clicking them in the tree (right mouse button) and selecting the Hide/Show option in the contextual menu

You can quickly redisplay an element by right clicking on the element in the tree (right mouse button) and selecting the Hide/Show option in the contextual menu

Result: the selected elements are hidden. The display is clearer...


... and icons of hidden elements are dimmed in the tree

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Notes:

What are the Different Rendering Styles? You will use material for realistic and nice pictures, shading mode for regular work, and edges for easy selection, ...

Standard Styles

Customized Style

Customized


Shading (SHD)

Shading & edges

Wireframe (NHR)

Dynamic Hidden Lines Removal (HLR)


Shading with edges & hidden edges

You can customize the viewing mode according to your needs by quickly applying viewing parameters, especially outlines and materials 39 39


Notes:

Saving and Closing Documents


You will learn the different ways to save and close documents


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Notes:

What About Saving Documents ? There are different ways to save CATIA documents.

When & Why? You save documents: • after modifying them. • to create new ones.

Naming...


You save documents: • with the same name (to replace the initial document). • under a new name (to create a new document).


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Notes:

Saving a Document with the Same Name There are different ways to save changes made in a document. You can also save an existing document to create a new one

Saving an existing document


The document is saved in the same folder with the same name


Shortcuts

Press [Ctrl] and [s] keys simultaneously

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Notes:

Saving a Document with a New Name This procedure creates a new document

1. Browse the file and select the directory where to store the document Saving a document for the first time

2. Give a name to the new document to create 3. Click Save button to confirm


Saving a document to create a new one

(Creates a copy)


Here, the document is stored in the same folder with a new name. It is a CATPart type document (Part Design workbench)

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Notes:

Closing a Document 1

Click on File > Close... ... or on the Close icon of the document window

2

If changes have been made but not saved, a pop-up window asks you if you want to save changes


3


• Click on Yes, to save the changes, • Click on No to close the document without saving the changes, • Click on Cancel to keep the document open.

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Notes:

To Sum Up ...


This concludes the lesson on the introduction to CATIA V5. You have learned : How to start CATIA The CATIA V5 user interface The Workbench Concept The Specification Tree The Objects Manipulations The Objects Visualization How to save and close CATIA V5 documents


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Notes:

Introduction to the CATIA Sketcher


You will become familiar with the CATIA V5 Sketcher Workbench


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Notes:

What is a Sketch ? To begin a new part, a 2D profile is needed.

The 2D profile can be parametrized by constraints. The Sketcher is a 2D dimension workspace: the elements created within the Sketcher are exclusively 2D WIREFRAME elements. Back to the 3D space, the elements created in the Sketcher are seen as a single entity: the SKETCH.


This Sketch can be the base profile of most of the Part features.


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Notes:

The Sketch Support The sketch support MUST be PLANAR. You can create a Sketch either on a plane or on a planar face of an existing geometry:

Sketching on a Plane: -Any plane can be the support of a Sketch -If needed, you can create planes dedicated to sketches -The Sketch Origin is the Plane Origin

Sketching on the Face of an Existing Feature:


-The face of the feature must be planar -The Sketch is linked to the Feature on which it is created

Note: It is better to create the sketch on a stable support.


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Notes:

Sketcher Workbench (1/2)


Select Start > Mechanical Design > Sketcher then select a plane or a face on an object


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Notes:

Sketcher Workbench (2/2) You can also access the Sketcher by selecting the Sketcher icon from any Workbench where it is possible to do a sketch.


If you want to create a Sketch by specifying its 3D position and orientation, you have to select the Sketch Positioning icon.

A dialog box where you can define the Absolute Axis System appears. If you create a Sketch, it will be positionned regarding to this System.


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Notes:

The Sketcher Environment Once you are in the Sketcher Workbench, you are in an environment built to facilitate the creation of the 2D Profiles:

The Grid: -The Grid in the Sketcher Workbench guides you while you create the profiles.

The Grid Parameters:


-The spacing of the grid can be set via the “Tools/Option” menu:

Snap to Point: -This tool Magnetizes the Grid so that the cursor of your mouse always snaps to the points of the grid


Snap to Point Inactive Snap to Point Active 51 51


Notes:

Introduction to CATIA Sketcher: Recommendations


You will learn about specific methods and recommendations on basic Sketcher tasks.


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Notes:

Tips for working in the Sketcher (1/2) While working in the Sketcher Workbench, here are a few things to consider:

The Screen Orientation: - As a general rule, it is recommended that the screen be oriented parallel to the sketching plane you are in. This will happen automatically provided the options panel is set as shown.

When you exit the Sketcher, the screen will immediately return to the previous orientation.

The “Normal View” ICON:


- While in the Sketcher, you may sometimes inadvertently rotate the part, causing the screen to be no longer parallel to the sketching plane. If this occurs, you select the “Normal View” ICON, and the screen will again be positioned parallel to the sketching plane.


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Notes:

Tips for working in the Sketcher (2/2) The “Normal View” ICON, continued: - In addition, if you desire to invert the orientation (look at the sketching plane from the other side), you can select the “Normal View” ICON an additional time.

Sketching in “3D”:


- Even though you will be creating 2D sketched geometry, all geometry in 3D space is accessible. This will mean it will be possible to constrain the 2D geometry to features not in the same sketching plane. You can rotate the part, use any geometry, then select the “Normal View” ICON to return the display to being parallel to the sketching plane.


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Notes:

To Sum Up This concludes the introduction to the Sketcher Workbench. You have seen:


What is a Sketch The sketch support How to access the Sketcher Workbench The Sketcher environment


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Notes:

Sketcher Geometry Management


Sketcher Geometry Creation Sketcher Axis Creation Sketcher Geometry Re-limitation and Transformations Sketcher Geometry Modification Sketcher Geometry Management Recommendations


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Notes:

Introduction

Geometry Creation: In the sketcher workbench, tools are dedicated to the 2D profiles creation:

Geometry Re-limitation:


These profiles can be re-limited or transformed:

Geometry Modification: The 2D profiles can be modified afterward, impacting the solid which is based on the 2D profile:


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Notes:

Sketcher Geometry Creation You will learn how to create the Basic Sketcher Geometries:

Points

Lines and Curves

Circles


User Defined Profiles


Pre-defined Profiles

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Notes:

Points


Point types available in the Sketcher Workbench:

Icon

Description

Points by Clicking

Create a point just clicking where you want it to be.

Points by Coordinates

Create a point defining its coordinates in the 2D space of the Sketch.

Equidistant Points

Create as many points as you want equidistantly distributed on an existing curve.

Intersection Point

Create the intersection point between two existing curves.

Projection Point

Project an existing point onto an existing curve. The projection can be normal to the curve or along a direction.

Note: Each sketcher geometry is based on points. As a consequence, each time you create a geometry in the sketcher workbench, points are implicitly created:


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Notes:

Lines Line types available in the Sketcher Workbench:

Icon

Geometry

Description Create a line by clicking two points to define its extremities.

Infinite Line

Create an infinite line defining its direction by clicking two points.

Bi-tangent Line

Create a line tangent to two existing curves.

Bisecting Line

Create a line bisecting to two existing lines.

Line Normal to Curve

Create a line normal to an existing curve.


Line


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Notes:

Circles Circle types available in the Sketcher Workbench:


Icon

Geometry

Description

Circle

Create a circle defining its center and its radius by clicking.

Three Points Circle

Create a point passing by three points.

Circle by Coordinates

Create a circle giving the coordinates of its center and its radius.

Tri-tangent Circle

Create a circle tangent to three existing curves.

Three Points Arc

Create an arc passing by three points, relimited by the first and the last selected points.

Three points arc starting with limits

Create an arc passing by three points, relimited by the first and the second selected points.

Arc

Create an arc defining its center and the two limit points.


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Geometry 2

3

2

3

Focus and summit selection

4

Relimiting points selection

Hyperbola by focus


1 2 Focus and center selection

3 4 5 Summit and relimiting points selection

Spline 1


2

3

4

5

Create a Parabola selecting: -The focus point -The summit -The relimiting points Create an Hyperbola selecting: -The focus and center points -The summit -The relimiting points

Create a spline curve passing by as many points as you want. End the spline by doubleclicking. 62 62

Create an ellipse by selecting its center point, and defining its dimensions by clicking two points.

Parabola by Focus 1

Description

Ellipse 1

Notes:

Ellipse, Parabola, Hyperbola, and Spline

Icon


Conics

Geometry 2

Two point conic with end tangents

4

2

5 4

1 3

Five point conic


2

Select two end points, select a point which defines the tangenct intersection, select a mid point.

3

1

Four point conic with one tangent

3

Select an end point, define its tangency, select the other end point and its tangency, select a mid point

4

5

Two point conic with tangent intersection

5

1

4

Select the two end points, select two mid points, define one tangency at first or last point. Select two end points, select three mid points.

3 2

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Description

1


Notes:

Conics can be sketched in several ways. After the ICON is selected, several conic tools appear in the “Sketch Tools“ toolbar.

Icon


2

Parallelogram 2

1

2

Create an elongated hole defining a segment as its axis, and defining its thickness.

3

Cylindrical Elongated Hole Copyright DASSAULT SYSTEMES

1

2

3

Create a cylindrical elongated hole defining an arc as its axis, and defining its thickness.

4

Create a keyhole profile defining .

Keyhole


1

2

3

4

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Create a parallelogram defining two consecutive corners, and a third corner to give it thickness and angle.

3

Elongated Hole

Create a rectangle defining two consecutive corners to define its orientation, and a third corner to give it a thickness.

3

1

Create a rectangle clicking its two opposite corners.

1

1

Description

2

Oriented Rectangle

Notes:

Pre-defined Profiles Icon Geometry Rectangle


Geometry

2

Centered Parallelogram

3 1

2

Create a parallelogram by selecting two lines (whose intersection defines the center, and direction defines the orientation), then one corner.

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Create a rectangle by clicking its center, then one corner. 1


Create an hexagonal profile selecting the center point and the shape size.

2

Centered Rectangle


Description

Hexagon 1

Notes:

Pre-defined Profiles, continued

Icon


Notes:

User-defined Profiles To create a user defined profile in the sketcher workbench, you have to:Start The Profile, then Go on with the profile creation and finally end the profile

Steps in the profile Geometry creation

Description

Start the profile Line option

Three points arc option

The profile can start with a segment using the “Line” option, or with an arc using the “Three points arc” option.

Go on with the profile creation


Line option

Tangent Arc option

Three points arc option

End the profile

You can go on with the profile using segments (line option), or arcs tangent (tangent arc), or Arc non-tangent (three points arc). End an close profile by selecting the first point, end an open profile by double-clicking.

Click on the first point to end a close profile’s creation


Double-click to end an open profile’s creation 66 66


Geometry

1


2

Intersect 3D elements with the sketch plane. The selected 3D element must intersect the sketch plane.

3

2 3

Project the silhouette of a canonical revolution element onto the sketch plane.

The axe of the revolution element must be parallel to the sketch plane. These sketch elements are linked to the 3D geometry they have been created from . You can use the following isolation tool to break this link: Isolate This tool allows you to isolate the elements created from 3D geometry from their parent geometry (I.e. : a 3D geometry modification will not impact anymore the sketch elements created from them).


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3

Intersect 3D Elements

1

Project 3D elements onto the sketch plane.

1

Project 3D Silhouette Edges

Description

2

Project 3D Elements

Notes:

Elements from 3D Geometry

Icon


Notes:

Sketcher Axis Creation


You will learn the method to create an Axis in Sketcher


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Notes:

What is the Axis Used for? An Axis element must be included in a Sketch from which a Shaft or Groove solid feature is created. The Profile to be swept around this axis must either be Closed or have its endpoints Coincident to the axis.


An Axis drawn into a Sketch can also be used (but not required) to generate a Surface of Revolution. A separate Line or Solid Edge can also serve to specify the axis of revolution. Also, the Profile need not be Closed nor Coincident to the axis in this case.


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Notes:

Creating an Axis

1 2 In the Sketcher, select Axis icon

Click the first location for starting point of the axis...

3

…then click the end location

You will need axes whenever using a symmetry command or creating a grove or shaft.


Using the shaft command on our profile sketch, CATIA produces a shaft using the axis we defined


Axes cannot be converted into construction elements

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Notes:

Sketcher Geometry Re-limitation and Transformation You will learn how to re-limit and apply transformations on the elements of a sketch:


Before Relimitations


After Relimitations

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Notes:

Why Re-Limiting Geometry?


Sketcher Geometry re-limitation is used to re-limit the solid derived from this profile: a re-limitation of the sketcher geometry will also re-limit the solids based on this geometry:

Note: In general, geometry is seldom re-limited in V5.


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Re-limitations Icon

Geometry

Description Create a corner shape between the 2 selected lines.

Chamfer

Create a chamfer between the 2 selected lines.

Trim

Trim 2 curves and keep the part of the curves you selected.

Break

Break a curve by selecting the break point.

Quick Trim

Trim the part of an intersected element by selecting the part to remove.

Close

Close the selected arc.

Complement an Arc

Creates a complementary arc.

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Notes:

Corner



Transformations Icon


Geometry

Symmetry

Moves the geometry by defining the symmetry axis

Translate a geometry by defining the translation vector.

Rotate

Rotate a geometry by defining the rotation center and the rotation angle.

Scale

Scale a geometry by defining the center of the scale operation and the ratio.

Offset

Offset a geometry by defining the offset value. 74 74

Description Create a copy of a geometry by mirroring about a symmetry axis


Notes:

Mirror

Translate


Notes:

Sketcher Geometry Modification You will learn how modify 2D sketch elements to propagate changes to 3D parts


Before Change


After Change

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Notes:

Why Modify Profile Geometry? • Sketch-based features rely on profiles for their shape • Especially if defined with the proper constraints that represent the design intent of the part, the profile geometry can easily be changed for downstream design changes


Chamfer removed from sketch

Modified pad

Design change • Changing the sketch that defines a feature propagates that change to all subsequent operations involving the feature


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Notes:

Geometry Modifications Editing and Modifying Geometry: Just drag and drop the elements you want to modify:

Or double-click the element you want to modify to edit its parameters:


Deleting Geometry: Like any other CATIA geometry, sketcher elements can be deleted using the “DELETE” key of the keyboard, or the contextual menu right clicking on the element to delete:


Or

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Notes:

Sketcher Geometry Management Recommendations


You will see some advice on how to use the tools of the lesson correctly


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Notes:

Creating a Profile: What are the best tools to use ? When creating a sketched shape, there are many tools that can be used.

An often asked question is should you use the “Profile” tools or should you create individual elements and trim them to form the shape desired. You could create individual lines, then use the trim tool to create the final shape desired:

For example, if you wanted to create this shape:

However, it is often advantageous (and MUCH faster), to create the shape using the Profile tool (or the Predefined Profile tools) simply by clicking: Profile tool Click

Predefined Profile tools

Click

Click


Click

Click


Click

Considering using individual points or lines only when needed to complete or modify a shape. 79 79


Notes:

How Complex should Sketches be ? To create cornered or chamfered edges on features based on sketches, you have two possibilities: -Create a complex sketch including the corners and chamfers:

This kind of feature is updated faster, but complex sketches are harder to edit and modify.

-Create simple sketches and add the corners and chamfers afterward:


It takes more time to update this kind of feature, but corners and chamfers can be easily reorder, deactivated or suppressed if necessary.

Considering these arguments, it is you to decide if the corners and chamfers have to be included in the sketch.


80 80


Notes:

Which Should I Use - Sketcher Spline or 3D Spline ? Since the 3D Spline Tool - available within the Wireframe&Surfaces (WFS) or Generative Shape Design (GSD) workbenches - can also be used in a 2D manner (with Geometry on Support being a plane), when should you use the Sketcher Spline and when is the 3D Spline more appropriate? • In general, use the Sketcher Spline to create Sketches for generating solid Sketch-Based Features. (Although Pads and Pockets can be generated from 3D Splines) • Use the 3D Spline when you need more control over the Spline - i.e. Tangent Tension, Curvature Direction, Curvature Radius.


• Surfaces can be generated from Splines created by either method.


81 81


Notes:

Design Considerations (1/4) Here are some modeling techniques to consider when creating a design:


1. Do not locate sketches/features to the edges of fillets or chamfers. This establishes a relationship between the fillet or chamfer and the feature being created. If the fillet or chamfer changes size, the feature may move without warning. If the fillet or chamfer is deleted, an error will result which requires additional rework.


82 82


Notes:

Design Considerations (2/4) Here are some modeling techniques to consider when creating a design: 2. When creating constraints in the sketcher to an edge of the part while viewing the sketch in a normal view, CATIA creates the constraint to the “first” edge. This could use an edge of a fillet or chamfer as shown here. A better alternative is to make sure the constraint is made to a more stable feature (the face of the part), not the edge.


Constraint created in Normal view uses this edge


Original Part

It is better to use this face

Normal View

83 83


Notes:

Design Considerations (3/4) Here are some modeling techniques to consider when creating a design:


3. When creating a hole, do not use a pocket created from a sketched circle. You should use a Hole feature. Even though they appear the same, using a hole feature allows the it to possess all the characteristics of a real hole, making the creation and modification easier. It also allows the drawing view of the hole to automatically pick up the hole’s characteristics.


Round Pocket – Not Recommended

Hole Feature Recommended

84 84


Notes:

Design Considerations (4/4) Here are some modeling techniques to consider when creating a design: 4. Even though a sketch can contain multiple domains, try to create a separate sketch for each profile required. This will make future modifications easier.


Multi-domain Sketch


Two single domain sketches

85 85


Notes:

The use of Construction Geometry Construction geometry are elements created in the sketch to assist in the development of the required profile. Construction geometry will not appear outside the Sketcher nor will be used in the creation of any part feature. Construction geometry is created anytime this ICON is highlighted (it is located in the Sketch Tools toolbar). Construction geometry is created in the same manner as all other sketched geometry. An example of the use of construction geometry is shown here:

In this example, the construction of a symmetrical shapes was aided by the use of construction geometry.


Construction geometry

Construction geometry will appear in dashed form.


An element can be toggled between a construction element and a “normal” element at any time by selected it, and selecting the Construction/Standard Element ICON.

86 86


Notes:

Sketcher Geometry Exercises You will practice what you learned through short exercises illustrated by a detailed solution. 20 min


Create a simple profile made up of Lines, Arcs, Symmetry and an Axis Create one Pre-Defined profile: an Elongated Hole and one profile based on the existing 3D geometry Project 3D Elements into your Sketch, Trim your profile with Corners and Chamfers


87 87


2- Lines


3- Symmetry

4- Axis Final Part: CATSKE_Ex_Sketching_Simple_Profile_Final.CATPart


88 88

Notes:

Create a simple profile: process 1- Arcs


2- Create these profiles in a new sketch using Project 3D Elements, Line, Arc and Rotate tools

Projected Edges

Arcs


Pt1

Optional: Please check with your Instructor on any questions for how to create a solid Pad and a Pocket from your profiles

Final Part: CATSKE_Ex_Sketching_Predefined_Profiles_Final.CATPart


89 89

Notes:

Creating Pre-defined Profiles: process 1- Create these profiles using Elongated Hole and Rotate tools


Notes:

Elements from 3D Geometry: Process Load: CATSKE_Ex_Recap_Operations_On_Profiles.CATPart

Pt1


1- Project the Splines from the Supports 2- Draw two horizontal lines through the projected Splines then trim with Corners and Chamfers 3- Optional: Extrude a Pad with your profile


90 90


Notes:

Create a Simple Profile: Recap Arcs, Axis and Lines Creation Mirror of the Geometry


Creation of a revolution solid from the profile


91 91


Notes:

Creating Pre-defined Profiles: Recap Elongated Holes Creation Rotate Geometry


Creation of elements from 3D Geometry


92 92


Notes:

Elements from 3D Geometry: Recap Creation of elements from 3D Geometry Trim Geometry Add corners and chamfers


Creation of a solid from the sketch


93 93


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Profiles, Points, Lines, Splines, Circles and Arcs, Conics, Axis, Sketching Pre-defined Profiles, Modifying Profile Geometry, Re-limiting Operations, Transformation Operations, Offset, Operations on 3D Geometry


Documentation: Books: Mechanical Design Solution Sketcher Product


94 94


Notes:

To Sum Up ... This concludes the lesson on the Geometry Management in the Sketcher Workbench. You have learned how to:


Create Basic Geometry using the sketcher tools Re-limit and Transform existing geometry Modify the geometry after its creation


95 95


Notes:

Sketcher Constraints Management


Constraints Creation Modification of Constraints Relations Between Dimensions Sketcher Constraint Management Recommendations


96 96


Notes:

Why Constraints? Without Constraints, geometry can be moved freely just by using the mouse to drag them. If Sketcher profiles are moved, so do the solids that are supported by them. In the context of an assembly, if one part moves, another part that is related to it may also move. Although in CATIA V5 geometry will remain in place when put there, without Constraints any subsequent movement of elements by the user may go unnoticed and affect Form Fit and Function of entire assemblies. Hence, Constraints serve to mathematically fix geometry in space. They also can specifically relate one element to another and serve as visual feedback to the user on what these relationships are. After Constraints are created, they are easily modified by merely changing their values or placement. From the ease at which Constraints may be modified and from the inherent downstream associativity of V5, the user can quickly explore alternative designs.


Movement of 4 Unconstrained Lines


97 97


Notes:

What are Geometric and Dimensional Constraints ? Geometric constraints • A Geometric constraint specifies how a geometric elements is positioned with respect to another one: coincidence (located at the same place), concentricity, tangency, perpendicularity or parallelism Geometric constraint

Dimensional constraints

(here concentricity)

• A Dimensional Constraint, one type of Geometric Constraint, specifies the distance between two elements. This distance can be specified as a linear distance, an angular distance, or a radial distance depending on the type of geometric elements involved

Dimensional constraint


(here distance)

A sketch with many constraints can quickly become unreadable. So, try to position the constraints correctly to make the sketch readable.


98 98


Notes:

What Does Sketching in Context Mean ? • Sketching in context is using existing geometry to create new geometry • When sketching with CATIA V5 space geometry is visualized. You can use it to guide your sketch

From rough to precise sketch


• At first, the sketch has to only be made to conform to the spatial intent i.e. the left or right of a hole, on the inside or outside of a pocket, on the top or bottom of a pad, etc. • Later, the exact dimensions or precise geometric constraints (concentricity, parallelism, coincidence...) can be applied to the sketch (or profile) to define it precisely


3D geometry used to sketch and constrain profiles

99 99


Notes:

Constraints Creation


You will learn how to add constraints to the elements of a sketch:


100 100


A fix element cannot be modified.

Coincidence

Makes one point of an element coincident with another element. Makes two arcs concentric.

Parallelism

Set tangency continuity between two elements. Makes two lines parallel.

Perpendicularity

Makes two lines perpendicular.

Horizontal

Makes a line horizontal (parallel to the H axis of the sketch).

Vertical

Makes a line vertical (parallel to the V axis of the sketch).

Tangency


These constraints can be set using these two icons: Quick Constraint icon and Constraint Define in Dialog Box icon.


101 101

Description

Fix

Concentricity

Notes:

Geometric Constraints Representation



Description

Distance

The distance between two elements is calculated.

Length

The length of the constrained element is calculated.

Angle

Calculates the angle between two non-parallel lines.

Radius/Diameter

Gives the radius or the diameter of a circle or an arc.

These constraints can be set using these two icons: Quick Constraint icon and Constraint Define in Dialog Box icon.


102 102

Notes:

Dimensional Constraints Representation



103 103

Notes:

Modification of Constraints



Notes:

What Type of Modification Can be Done on Constraints?

• All geometric and dimensional constraints may be deleted using the Contextual Menu (third mouse button)

• Values of dimensions may be changed by double-clicking on them


• The type of Constraints applied on an element can be modified by reentering the Constraints Dialog Box and making modifications there

• The location of dimensions and the extension lines can be modified by dragging with the left mouse button

• A geometric or dimensional constraint attached to an element (i.e. line, circle etc …) can be reconnected to a different element. The geometry will change to conform to the new Constraint setup

• Pressing the Shift key when dragging a geometrical element modify automatically the impacted constraint value without having to edit it


104 104


Notes:

Modification in the Constraint Dialog Box 1 Select the two lines linked with the Perpendicularity constraint

2


Select the Constraint Dialog Box icon


4 Select a new constraint eg. Verticality

3

Deselect the Perpendicularity check box

5 Click OK to Exit 105 105


Notes:

Reconnecting a Constraint 1 Double Click on the Tangency Constraint

2 Click on More

6 Click OK to save and exit

5 Select the unassociated line in the Sketcher window

3

Select the Line component

4 Select Reconnect


4


3

106 106


Notes:

Relations Between Dimensions


The objective is to create dimensional constraints relatively to other ones


107 107


Notes:

What are Relations Between Dimensions?

Relations between Dimensions: Dependencies can be established between dimensions (For example, A=B+C/2) Originally a part of the Knowledgeware set of products, this functionality has been incorporated into the V5 infrastructure and is generally accessible from all Workbenches.


In CATIA V5, in addition to relationships between dimension values, dimensions can be made dependent on other parameters such as Forces, Temperature, Time, or Material Properties etc ...


108 108



2

Right-click on the dimension you would like to be made dependent

Select the “Edit Formula” tool

3

Select the left corner dimension

4

The right corner will always have the same value as the left one: it is driven by the left corner value


109 109

Notes:

Creating a Relation Between Dimensions 1


Notes:

Sketcher Constraint Management: Recommendations


You will learn about specific methods and recommendations on Sketcher Constraint Management.


110 110


Notes:

Tips on initial sketch of geometry (1/2) When you are sketching the initial geometry, here are a few things to consider to make the creation of constraints go more smoothly:

Initial Size of Sketch: - As you begin to create geometry for a sketch, try to create it reasonably close in shape and size to the eventual final constrained sketch. This is because a sketch that is greatly different in size from the final shape, will become distorted when the actual dimensional constraints are applied, making it difficult to understand what is occurring. Initial Sketch – Two different zoom factors

Final Sketch


As you can see, it is hard to determine the initial size visually, when there may be different zoom factors applied.


Observing the values in the Sketch Tools toolbar will help you to understand the real size of the elements being sketched.

111 111


Notes:

Tips on initial sketch of geometry (2/2) When you are sketching the initial geometry, here are a few things to consider to make the creation of constraints go more smoothly:

Constraint Detection/Creation:


These settings in the Sketcher Options page control whether geometric constraints are “detected” during the development of the initial sketch. You can control the types of things detected in the Smart Pick panel. It is helpful to have most of these items always turned on.

This ICON controls whether geometric constraints are “automatically created” during the development of the initial sketch. When geometry is fairly simple, it may be advantageous to have this ICON selected, as this will help speed the finalization of the shape. However, with more complex geometry, having this ICON chosen can lead to confusion and the potential for the creation of unwanted constraints.


This check box performs the same task as selecting the ICON.

112 112


Notes:

Tips on Constraint Creation There are two tools to define the constraints on a sketch. Both can create both geometric and dimensional types of constraints. It is suggested that while learning constraint creation you use the following: Geometric Constraints

Dimensional Constraints

However, as you become more skilled, it is more efficient to use the process below to create all constraints:


Double-click on this ICON


Selecting geometry creates dimensional constraints Selecting geometry, then right-clicking creates geometric constraints

113 113


Notes:

Controlling the Constraint Dimension Direction When creating a dimension constraint on a profile, the dimension direction is determined by the type of element selected. If the elements are points or circles, the default dimensions direction is parallel to the line between the points or circle centers.


When creating a dimension constraint between two circles or points, you can force a horizontal or vertical dimension orientation by right-clicking and choosing the desired orientation.


114 114


Notes:

Sketcher Constraints Exercises You will practice what you learned through short exercises illustrated by a detailed solution. 10 min


Setting constraints using 3D Geometry Setting constraints with relations


115 115


Notes:

Setting Constraints using 3D Geometry: process


Load: CATSKE_Ex_Recap_Setting_Constraints_1.CATPart

- Make the circle in your Sketch concentric to the cylinder on the Male part. - Put a dimension on the circle. - Dimension the rectangular profile with respect to the faces on the Male part - Optional: Create the Female Pad from your profile


116 116


Notes:

Setting Constraints with Relation: process


Load: CATSKE_Ex_Formula_Start.CATPart

- Create a sketch based on the top face of the cylinder - Create a circle in this sketch and add a concentricity constraint with the cylinder. - Put a dimension on the circle. - Add a formula linking the circle radius with those of the cylinder - Optional: Create the Pocket from your profile


117 117


Notes:

Setting Constraints using 3D Geometry: Recap Add a radius and length dimensions


Use constraints to position a sketch in regards to a 3D part


118 118


Notes:

Setting Constraints with Relation: Recap Use the face of a feature to create a sketch Add a concentricity constraints with a cylindrical 3D feature


Create a formula between a sketcher radius and a 3D parameter


119 119


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Introduction to constraints, Modifications of Constraints, Relations between Constraints

Documentation:


Books: Mechanical Design Solution Sketcher Product


120 120


Notes:

To Sum Up ... This concludes the lesson on the Constraints Management in the Sketcher Workbench. You have learned how to:


Create constraints in a sketch Modify the constraints of a sketch Create relations between constraints


121 121


Notes:

Sketcher Analysis Tools


Performing a quick geometry Diagnosis Sorting Sketches by their Solving Status


122 122


Notes:

Why Analyzing Sketches ? You may need to know if a sketch with constraints still posses degrees of freedom (Under Constrained), if it is Iso-Constrained, Over Constrained or Inconsistent:

Under Constrained (White)

Inconsistent (Red) Iso Constrained (Green)

Over Constrained (Purple)


You may also need to know if a profile is open or close since some sketch based features cannot be based on open profiles:


123 123


Notes:

Performing a Quick Geometry Diagnosis


You will see how to display a Quick Diagnosis of a Sketch geometry.


124 124


2

The Sketch Status Definition dialog box is displayed. It indicates the overall status of the Sketch Geometry. In this case, the Sketch is OverConstrained.

On the Sketch and in the specification tree, under-constrained and over-constrained geometrical elements are highlighted and iso-constrained elements are displayed in different colour.


125 125

Click the Sketch Solving Status icon.


3

Notes:

Performing a Quick Geometry Diagnosis (1/2) 1


Notes:

Performing a Quick Geometry Diagnosis (2/2) 4 Click the Sketch Analysis icon in the dialog box or in the toolbar.

5 The Sketch Analysis dialog box appears. It contains three tabs : Geometry,

Projections/Intersections and Diagnostic. Click the Diagnostic tab. The information on this tab displays a full diagnosis of a sketch geometry.

Solving Status provides a Quick analysis of the Sketch analysis.


Detailed Information provides a detailed status on each constraint and geometrical element of the sketch


Action allows you to hide constraints or construction geometries according to the element you selected.

126 126


Notes:

Sorting Sketches by their Solving Status


You will see how to sort Sketches by their Status (Under-Defined, Well-Defined, Over-Defined and Inconsistent).


127 127



Select “Search” in the Edit Menu.

2

A Dialog box appears and a new attribute “Solving Status” is added to sort Sketches by their Status.

3

Select the Status you want to sort. In our example, we choose the OverConstrained Status.


128 128

Notes:

Sorting Sketches by their Solving Status (1/3) 1



After clicking on ‘Search’, the Sketch which is Over-Constrained appears in the Dialog box.


129 129

Notes:




This Sketch is also highlighted in the specification tree and in the geometry area.


130 130

Notes:



Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Sorting Sketches by their Solving Status, Performing a Quick Geometry Diagnosis Documentation:


Books: Mechanical Design Solution Sketcher Product


131 131


Notes:

To Sum Up ... This concludes the lesson on the Analysis Tools in the Sketcher Workbench. You have learned how to:


Detect the over-constrained or inconsistent sketches Detect the open-profiles


132 132


Notes:

Time to Practice … You are now able to practice what you have learned with the Master Exercise


EDU-CAT-E-V5F-FX-V5R13 book Sketcher Master Exercise


133 133


Notes:

Introduction to Part Design


You will become familiar with the CATIA V5 Part Design main features


134 134


Notes:

What is Part Design?

The Version 5 Part Design workbench makes it possible to design precise 3D mechanical parts with an intuitive and flexible user interface, from sketching in an assembly context to iterative detailed design. Version 5 Part Design workbench will enable you to accommodate design requirements for parts of various complexities, from simple to advanced. The Part Design workbench combines the power of feature-based design with the flexibility of a Boolean approach, offers a highly productive and intuitive design environment with multiple design methodologies, such as post-design and local 3D parameterization.


The widest application portfolio in the industry is also accessible through interoperability with CATIA Solutions Version 4 to enable support of the full product development process from initial concept to product in operation.


135 135


Notes:

Accessing the Part Design Workbench Anywhere from 1- Start menu 2- File / New menu 2


1


136 136


Notes:

Part Design Interface : General Presentation CATPart extension

Standard tools

Part tree


Features...


Sketcher access...

Part Design tools...

137 137


Notes:

Part Design Interface Sketch-based Insert menu

Constraints

Surface-Based Dress-up


Transformations Operations


138 138


Notes:

Part Design Terminology


• A Part is a combination of one or more features, and bodies • The first feature is generated from a sketch (profile), by extrusion or revolution • Features are components based on sketches (sketch-based) or on existing features (dress-up and transformation). They can also be generated from surfaces (surface-based) • A body is a set of features that can be assembled to a part through Boolean operations (Assemble, remove, ...)


139 139


Notes:

To Sum Up ... You have seen CATIA V5 Part Design User interface: How to access the workbench Its user interface and tools The terminology that will be used The general design process ... and Basic functions:


Extruding features (pads, pockets) Adding fillets, drafts Mirroring and shelling the part


140 140


Notes:

Basic Sketch Based Features You will learn how to create and limit the most frequently used sketch-based features such as pads, pockets, shaft, and holes


Creating Pads Creating Shafts Creating Holes Creating Pockets Creating Grooves Sketch Based Features Recommendations


141 141


Notes:

Creating a Base Feature To begin, it is important to have a good base feature. Typically this feature represents the primary shape or foundation which all the part geometry can be added or removed from.


The base feature is usually started from a 2D profile, sketch, or surface element. This lesson will focus on the parts where the base feature begins from a 2D profile or sketch. Which in CATIA is referenced as Sketch Based Feature.


142 142


Notes:

Selecting a Base Feature When selecting a base feature, it is recommended to select the basic elements which will convey the primary shape or function of the part. This does not mean the level of detail for a base feature have to be completely defined. For example, some corner fillets, holes, pockets, etc might not be originally created as part of the base feature sketch but created later using another feature for its definition. Steps for selecting a Base Feature: Identify the part features Select one to represent the Base element Identify the CATIA tools (features) needed to create it Create the feature


For example, what would be the base feature for the part?


143 143


Notes:

Selecting a Base Feature Exercise


What would be the base feature for the following parts?


144 144


Notes:

Features which Add or Remove Material Once the base feature is selected, it needs to be defined by adding or removing material to complete the design. Below is a list of features that add or remove material.

Features adding material: -Pad (material added by extruding a sketch) -Shaft (material added by revolving a sketch) -Rib -Loft Not covered in this lesson -Stiffener

Pad

Shaft

Features removing material:


-Hole -Pocket (material removed by extruding a sketch) -Groove (material removed by rotating a sketch) -Slot Not covered in this lesson -Remove Loft


Pocket Hole

Groove 145 145


Notes:

Creating Pads You will learn how to create simple pads from a 2D profile (or sketch)


Extruded Pad


146 146


Notes:

What is a Pad ? A pad is a basic feature which is created by extruding or giving thickness to a 2D profile (called a sketch) or surface. It is typically one of the first features created when starting a new part.

2D profile (sketch) Extruded pad

Depth


A pad’s length can be defined by dimensions or with respect to other 3D limiting elements. If defined with a limiting element the pad is associative to the element.

Length may also be referred to as depth.

Associative – the geometry definition of one feature is used to control another.


Length types

147 147


Notes:

Creating Pads The process to create a pad, as shown below, is to select a profile to define the shape, add the necessary pad attributes and then validate it’s creation. 1

Select the Profile sketch to be used for the Pad

2

Select the Pad icon

3

Modify the Pad definition


You get:


The Pad definition can be modified after creation by double clicking on the Pad geometry or product structure

148 148


Notes:

Creating Shafts You will learn how to create simple Shafts from a 2D profile (or sketch)


Shaft


149 149


Notes:

What is a Shaft ? • A shaft is a basic solid obtained from the revolution of a 2D profile around an axis • The axis and the profile must be created in the same sketch

2D profile (sketch)

Shaft

Angular Limits

A shaft’s rotation can be defined by angle limits:

Limits : First angle


• This angle defines the revolution angle of the profile around the axis, starting from the profile position and orientated in the clockwise direction

Limits : Second angle • This angle defines the revolution angle of the profile around the axis, starting from the profile position and orientated in the counterclockwise direction


150 150


Notes:

Creating Shafts The process to create a Shaft, as shown below, is to select a profile to define the shape, add the necessary attributes and then validate it’s creation. 1

Select the Profile sketch to be used for the Shaft

You get:

2

Select the Shaft icon

In order to create a shaft, the sketch must include the rotation axis

3 Modify the


Shaft definition


By offsetting the rotation axis out of the profile, the resulting part can be hollowed.

151 151


Notes:

Creating Holes You will learn how to create different types of hole and locate them on existing features


Blind Hole


Countersunk

Through Hole ...

152 152


Notes:

What is a Hole ? • A hole is removing circular material all at once, from an existing feature • Its length can be defined by dimensions or with respect to other 3D elements

Rough or Precise Location?

Approximate location

Concentric Hole

• The hole can be roughly or precisely located. You can locate precisely a hole at creation or after


Sketch or not ? • Note that you do not need a sketch to create a hole. The sketch of the hole is automatically created. To locate precisely a hole after creation, you edit its sketch and constrain its center point for example • You will use Hole instead of Pocket because you can create holes including technological information such as thread, angle bottom, counter bore ...


153 153


Notes:

Creating and Positioning a Hole • To create a hole you need to define its position then its dimensions 3 Select the face the 2 1

Multi-select 2 edges as position reference

Select the Hole icon

hole will start on

4 Modify the hole definition

Modify the distance to

5 edges


You get:


Since holes are sketch based you can also position them after they have been created by editing the sketch

154 154


Notes:

Creating Pockets


You will learn how to create simple pockets from a 2D profile (or sketch)


155 155


Notes:

What is a Pocket ? A pocket is typically defined as removing material from an existing feature, by extruding a 2D profile or surface partially through or completely through another feature.

2D profile (sketch)

Pocket


Depth A pocket’s depth can be defined by dimensions or with respect to other 3D limiting elements. If defined with a limiting element the pocket will be associative to the element.


Length types 156 156


Notes:

Pocket Terminology Below are the terms used in this course to define pockets that go partially through the base feature and pockets which go fully through the base feature.


Blind Pocket – partially goes into a base feature


Through Pocket – completely passes through a base feature

157 157


Notes:

Creating a Simple Pocket The process to create a pocket, as shown below, is to select a profile to define the shape, add the necessary attributes and then validate it’s creation. 1 Select the Profile sketch to be used for the Pocket

2 Select the Pocket icon

3

Modify the Pocket definition


You get:


Pockets can also be created from sketches including several profiles. These profiles must not intersect

158 158


Notes:

Creating Grooves You will learn how to create grooves


• Removing material according to a revolution body


159 159


Notes:

What is a Groove ? Grooves are revolved features that remove material from existing features by rotating a 2D profile or surface around an axis. The axis and the profile can be created in the same sketch or the axis can reside outside of the sketch.

A groove’s rotation can be defined by angle limits:


First angle & Second angle Defines the revolution angle of the profile around the axis, starting from the profile position. And like the SHAFT feature, the First Angle is for the CLOCKWISE direction and Second Angle is for COUNTER CLOCKWISE direction from the profile.


160 160


A groove is created by selecting the groove profile and the revolution axis

4

Select the Groove icon

2

3

Define the limits of the groove

Select the profile to be used for the groove (the sketch must include an axis)

Select OK


You get:


161 161

Notes:

Creating Grooves

1


Notes:

Sketch Based Features Recommendations


You will learn how to create 2D profiles on planar elements and how to constraint these profiles component.


162 162


Notes:

Restrictions for Pad Base Features Not every sketch can be used to create a pad, below is a chart showing the various sketch solutions.

Valid Sketch

Invalid Sketch

Notes Multiple profiles are acceptable, but can not intersect each other when creating the base feature


Closed Profile


Open Profile

Open profiles are not allowed as the base feature in a part

Note: These examples do not necessarily represent the best practice for sketching, as presented in the sketcher lesson.

163 163


Notes:

Restrictions for Shaft Base Features Not every sketch can be used to create a shaft base feature, below are some examples showing various sketch solutions. Axis on a profile edge : Note: These examples do not necessarily represent the best practice for sketching, as presented in the sketcher lesson.

Axis outside the profile :

Axis cutting the profile :

Error


Open profile :

Open profile and axis outside the profile :


Error 164 164


Notes:

Multiple-Profiles: Multi-Length Extruded Features You can create a Multi-Length Pad or Pocket in one shot using the Multi-Length Pad or Multi-Length Pocket tools:

When can I use it ? You need a multiple profile sketch that contains at least 2 closed profiles that do not intersect Why use it ? Creating a Multi-length Extruded feature is a fast way to create multiple features. You have access to the different lengths just by editing one feature in the tree: the modification of the extrusion parameters is faster.

Why not use it ?


All the features that are created in one shot are based on the same sketch: - Loosing this sketch means loosing all the features created.

Multiple Feature Based on 1 Sketch

- You have to access the entire sketch to modify only one of the profiles it contains.


165 165


Notes:

Multiple-Profiles: Selecting a Sub Part of a Sketch When you work with a Multiple Profile sketch, you can choose to use only one of the profiles it contains

Why use it ? Selecting a Sub Part of a sketch can be useful when you want to create features on a sketch that contains many profiles and you do not want to extract the geometry from this sketch

Why not use it ?


No new sketch is created: all the features done this way are based on the same sketch: - Loosing this sketch means loosing all the features created. - You have to access the entire sketch to modify only one of the profiles it contains.


All Features Based on 1 Sketch

166 166


Notes:

Open Profiles Open profiles can be used to create pads, pockets or groove:

When can I use it ?

Open Profile

You can use an open profile if the existing geometry can limit the new feature. Why use it ? You may want to use an edge of the existing geometry to re-limit a new feature, which allows you not to create an useless edge in the sketch defining this new feature.

Pocket created with the Open Profile

Why not use it ?


If the geometry used to re-limit the open profile is modified so that it can not anymore re-limit it, you will Open Profiles can also be used this way with the Pad and Groove tools get an error message and you will have to modify open profile to solve the problem.


167 167


Notes:

Solving Ambiguity When using certain sketches, an error can occur if an ambiguity exists within the selection. By selecting a sub part of the sketch the ambiguity can be solved. Ambiguity


Select the edge to solve the ambiguity


168 168


Notes:

Sketch Based Features Exercises Complete the following exercises: 30-45 min.


Piston, Lever, Support Identification and selection of the base feature Creation of a pad to add material Creation of pocket, groove features to remove material from the base feature Creation of formulas in a sketch Use of special limit types


169 169


1. Create the Base feature

2. Remove Outer Material: - Side - Bottom


3. Remove Inner Material


4. Remove the Circular Shape of the Groove

170 170

Notes:

Design Process: Piston

The process steps used to complete the exercise:


Notes:

Design Process: Lever 1. Create the Base feature


2. Remove material from the basic feature: Through Pocket


3. Remove material: Blind Pocket


171 171


Notes:

Design Process: Brush Support 1. Create the Base Feature using Pad



2. Create Pad for support


3. Create bushing support

172 172



Final Part: CATPDG_Ex_Recap_Piston_End.CATPart 173 173

Notes:

Piston: Do It Yourself





174 174

Notes:

Lever: Do It Yourself

Final Part: CATPDG_Ex_Recap_LeverFormula_End.CATPart


Notes:

Support: Do It Yourself


Basic Feature Specifications:

Final Part: CATPDG_Ex_Recap_BrushingSupport.CATPart


175 175


Notes:

Piston Recap Design intent to maintain a tight tolerance fit to the cylinder wall for compression. Therefore used pad to create circular base feature Created pockets to remove excess material and mating connecting rod part Created groove for mating compression ring part


Used time saving options of mirror extent and thick


176 176


Notes:

Lever Recap Design intent to create a lever with a controlled pivot location and reach. Therefore used pad to create the base feature Created through pocket to remove excess material and mating driving rod part Created blind pocket for mating pivot part


Used formulas to assist in the control of sketch elements


177 177


Notes:

Brush Support Recap Design intent to create a support shape for a mating shaft. Used pad to create base feature Created pad to add support material


Created pad to add material for bushing


178 178


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Creating Pads, Creating Shafts, Creating Pockets, Creating Grooves, Creating Holes


Documentation: Books: Mechanical Design Solution Part Design Product


179 179


Notes:

To Sum Up ... This concludes the lesson on basic sketch based feature, you should be able to demonstrate: Selecting the base feature of a part Creating the sketch based features to add material of Pads


Shafts Creating the sketch based features to remove material of Pockets Holes Grooves


180 180


Notes:

Basic Dressing-Up Features You will learn how to dress-up a part with Drafts, Fillets, Chamfers, Shells, and Thread and Taps


Creating Drafts Filleting Chamfering Threads and Taps Shelling a Part Dress-Up Features Recommendations


181 181


Notes:

Introduction to Dress-Up Features Once the base features are created, you need to finalize the design by adding dress-up features that correspond to manufacturing specifications:

Features dressing-up the sharp edges of the part: -Fillets (replace sharp edges by a cornered edge) -Chamfer Fillets

Features dressing-up the faces of the part: -Draft (apply a draft angle to allow the extraction of parts from a mold) -Thread and Taps


Draft

Features hollowing the part: -Shell


Shell 182 182


Notes:

Creating Drafts You will learn how to create Drafts on a 3D Part


Draft


Variable Draft

183 183


Notes:

What is a Draft ? • Drafts are angled faces defined on molded parts to make them easier to remove from molds

Material removed or added? • Material gets added or removed based on the draft angle applied to the part during the operation

Basic Draft definition Pulling direction: this direction corresponds to the reference from which the draft faces are defined Draft angle: this is the angle that the draft faces make with the pulling direction from the neutral element. This angle may be defined for each face Neutral element: this element defines a neutral curve on which the drafted face will lie. This element will remain the same during the draft. The neutral element and parting element (this plane,face or surface cuts the part in 2 and each portion is drafted according to its previously defined direction) may be the same element

Drafted part Pulling direction

Neutral element Draft angle


Note : You can enter a negative angle value Sometimes, it is necessary (for resistance or remove from mold reasons) to define draft angle values that are not constant :


184 184


Basic Drafts

Notes:

• To create a draft angle, you need to define the faces to be drafted then the neutral element 2 Specify “Selection by Neutral Face” and specify the draft angle

1 Select the Draft icon Select the

3 neutral face


You get:


The neutral element is displayed in blue, the neutral curve is in pink. The faces to be drafted are in dark red The Neutral Element will remain the same during the draft

185 185


Notes:

Filleting You will learn how to fillet 3D parts


Fillets


186 186


Notes:

What is a Fillet ? • A fillet is a curved face of a constant or variable radius that is tangent to, and that joins, two surfaces. Together, these three surfaces form either an inside corner (fillet) or an outside corner (round)

Different types of fillets • Edge fillets: Smooth transitional surfaces between two adjacent faces • Face-face fillet: Used when there is no intersection between the faces or when there are more than two sharp edges between the faces • Variable radius Fillets: curved surfaces defined according to a variable radius • Tritangent fillets: Involves the removal of one of the three faces selected

Propagation modes

Edge

Face-face

Variable


Tangency

Minimal


Tritangent 187 187


Notes:

Filleting an edge • To create a fillet, you need to select the edge to be filleted and to enter the fillet radius 1

Select the Edge Fillet icon

2 Specify the Fillet Radius 3 Select the upper face and four side edges


You get:


188 188


Multi-select faces to be filleted

2

Select Face-Face Fillet icon

3

Specify the Fillet Radius


You get:

You generally use the face-face fillet capability when there is no intersection between the faces or when there are more than two sharp edges between the faces


189 189

Notes:

Face-Face Fillets (1/2) 1


Now, instead of entering the Radius value, expand the Dialog box to access to the “Hold Curve” option. With this option, the Fillet’s Radius value is depending on the Curve’s shape. It can be more or less variable.

You must sketch the Curve on one of the selected Faces. This Curve is then selected as the Hold Curve.


You get:


190 190

Notes:

Face-Face Fillets (2/2) 4


Select the edge to be filleted

2

Select the Variable Radius Fillet icon

3 By double clicking, modify the radii


You get:


You can add additional variation points and alter the variation option to add additional detail to the fillet.

191 191

Notes:

Variable Radius Fillets 1


1

Activate the Edge fillet icon and select the edge to be filleted

Select the More button in the dialog box

3

Select the Edge(s) to keep field

(3) (1) 4

(2)

Select the edge on which the fillet will roll

5

(4)

Enter the radius value (eg : 30) then select OK You get :


(5)

Note : This option is also available for the variable fillet function


192 192

Notes:

Creating a Fillet with Keep Edge: Rolling on an Edge 2


1

Activate the Edge fillet icon and select the edges to be filleted

Select the More button in the dialog box

3

Select the “Edge(s) to keep” field

(3)

(1) (2) 4

Select the edge on which the fillet will roll

5

Enter the radius value (eg : 5) then select OK

You get :


(5)


(4) Note : This option is also available with the variable fillet function

193 193

Notes:

Creating a Fillet with Keep Edge: Rolling Around an Edge 2


Notes:

Chamfering You will learn how to create chamfers on 3D parts


Chamfers


194 194


Notes:

What is a Chamfer ? • Chamfering consists in removing or adding a flat section from a selected edge to create a beveled surface between the two original faces common to that edge. You obtain a chamfer by propagation along one or several edges.

Tangency Propagation modes


Minimal


195 195


Notes:

Creating Chamfers 1 Multi-selectthe edges to

3 Modify the Chamfer

be chamfered

definition

2 Select the Chamfer icon


You get:


196 196


Notes:

Threads and Taps


You will learn how to create threads and taps


197 197


Notes:

What are Threads and Taps ? • You can create threads and taps with CATIA, you will not see them in 3D but all the information will be stored. The result of a thread or a tap will be seen on a drawing in accordance with the drawing standard

• Thread A thread is an helical groove made inside a hole

Not seen like this in CATIA

Thread

• Tap A tap is an helical groove made on a cylinder


Tap


Different Standards

Customized Standards

Not seen like this in CATIA

198 198


4

In order to define the thread standard, select Metric Thin Pitch in the dialog box


Select the Thread/Tap icon


Select the Lateral Face on which the thread will be grooved

2

5

To define the Thread Diameter, select M10 in the dialog box

Select the Reference Face from which the thread will begin

3

6

As the Thread Depth, enter 26 in the Thread Depth field

199 199

Notes:

Thread and Tap (1/2)

1


Select the Preview button in the dialog box, you will get a preview of the thread

8

Select the OK button to validate the thread creation


You get:


During the thread creation CATIA helps you with the thread parameters in accordance with the selected standard

200 200

Notes:

Thread and Tap (2/2) 7


Notes:

Shelling a Part You will learn how to shell a 3D part


Shelled Part


201 201


Notes:

What is Shelling ?


• Shelling a feature means emptying it, while keeping a given thickness on its sides • Shelling may also consist in adding thickness to the outside • You can have different thickness values

Other thickness face

Shell

Faces to be removed


202 202


Notes:

Shelling a Part 1 Multi-select the faces to be

3

removed in shelling operation

Specify the wall thickness for the Shell

2 Select the Shell icon

4

5

Double click on the dimension in order to modify the thickness of the face

7 6

Enter 10mm in the appearing dialog box then select OK

Select the Other thickness faces field

Select OK in the main dialog box


You get:


The “Outside Thickness” entry adds material to the outside of the part definition

203 203


Notes:

Basic Dressing Up Features: Recommendations


You will learn about specific methods and recommendations on Basic Dressing Up Features.


204 204


Notes:

Selecting Faces to Draft When adding a Draft feature, you can either select single faces, one at a time, or can draft several faces at once in one operation.

As a general rule, it is recommended for each draft operation, that you select all faces that have the same draft angle and share the same neutral element. This allows the Specification Tree to be less complex.


Four faces selected one at a time


Four faces included in the same Draft

205 205


Notes:

Neutral same as Parting Element in Draft When using a Parting Element, it is generally advisable to make the Neutral element also be that same element. If it is not, this could lead to the development of unsatisfactory geometry, especially when the geometry is complex. ORIGINAL PART

DRAFTED PART NEUTRAL ELEMENT

PARTING ELEMENT

NEUTRAL ELEMENT


UNSATISFACTORY CONDITION


Expanding the Draft panel allows you to define the Parting and Neutral Elements as being the same element.

206 206


Notes:

Selecting Edges to Fillet (1/2) When adding a Fillet feature, you can either select single edges, one at a time, or can fillet several edges at once in one operation.

As a general rule, it is recommended for each fillet operation, that you select all faces that have the same same radius and are oriented in a similar direction (see next slide for specifics). This allows the Specification Tree to be less complex.


Four edges selected one at a time


Four edges included in the same Fillet

207 207


Notes:

Selecting Edges to Fillet (2/2) When a part requires multiple fillets, it is advisable to choose edges in logical groups. This method should avoid selecting both lateral and transverse edges in a single operation. An example of this is shown here:

2 3


1


In the above example, the 4 red fillets are created together first, then the 2 green fillets, then the single blue fillet, which then can run completely around the part.

208 208


Notes:

Dress-up Feature Order Although there is no rule that works for all circumstances, in general, features should be created for a part, in this approximate order:


• Main part features (pads, pockets, shafts) • Drafts • Fillets • Shells • Minor part features • Other features which complete the part


209 209


Notes:

Dress-Up Features Exercises Complete the following exercises: 30 min.

Clutch Design, Lever, conrod


Create the conrod Practice the various tools such as Draft, Fillet to finish the Lever


210 210


Notes:

Design Process: Lever

1. Create the main pad


2. Remove materials with a pocket

3. Remove materials with a hole


4. Dress up the part

211 211


Notes:

Design Process: Clutch Design

1. Create the shaft


2. Hollow the shaft with a shell operation


3. Make a hole in the shell

212 212


Notes:

Design Process: Conrod

1. Create the two first Base features

2. Create the third base feature


3. Remove Inner Material


4. Dress up the part with drafts and fillets

213 213




Final Part: CATPDG_EX_Lever_Final.CATPart

214 214

Notes:

Lever: Do It Yourself

Fillet: 1mm Draft angle: 5deg



Final Part: CATPDG_EX_Clutch_Final.CATPart

215 215

Notes:

Clutch Design: Do It Yourself




Final Part: CATPDG_EX_Conrod_DressUp_End.CATPart

216 216

Notes:

Conrod: Do It Yourself



Notes:

Lever Recap Pads creation Material Removing with pockets and holes


Add fillets and draft angles to the part


217 217


Notes:

Clutch Recap Shaft creation Shell the part


Add a hole in the shell


218 218


Notes:

Conrod Recap Create the three base features Create pockets


Add fillets and draft angles to the part


219 219


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Creating Drafts, Variable Draft Angles, Filleting, Chamfering, Shelling a Part, Threads and Taps,


Documentation: Books: Mechanical Design Solution Part Design Product


220 220


Notes:

To Sum Up... Dressing-up means complementing 3D parts by:


Defining draft angles Filleting and chamfering edges and corners Shelling the part Defining thread and taps


221 221


Notes:

Part Design Transformations


Duplicating Features Moving Features Part Design Transformations Recommendations


222 222


Notes:

Introduction to Transformations Transformations Duplicating features: -Mirror (mostly used to design symmetrical parts) -Pattern

Mirror

You may need to transform the part features, sometimes simply moving them, sometimes duplicating them:

Transformations Moving features without duplication:


-Translate -Rotate -Symmetry


Translate

223 223


Notes:

Duplicating Features You will learn how to create patterns out of an existing feature

Rectangular Pattern


Circular Pattern


Mirror 224 224


Notes:

What is a Pattern ? • Patterns allow you to create several identical features from an existing one and to simultaneously position them on a part

Pad with pattern feature

Rectangular pattern


3 types of patterns CATIA allows you to define three types of pattern making the creation process easier : • rectangular • circular • user patterns


225 225


Rectangular Pattern

Notes:

2 Specify the first direction of the pattern by selecting an edge using “Reverse” to change the direction if needed

1 Select Rectangular Pattern icon

… then select pocket to use for pattern

Specify the second direction as in step

3 2 under the “Second Direction” tab (Reverse if necessary)


You get:

Flexibility is added to the function through the parameter field.


226 226


Circular Patterns 1 Select the feature to be patterned

2 Select theCircular Pattern icon

Notes:

3 Define the pattern parameters and specify the rotation axis of the pattern by selecting the face


You get:

Flexibility is added to the function through the parameters field.


227 227


Notes:

Mirror Before building a part, you can search for the symmetry and decide to build only the half of the part, then use the Mirror function to get the whole part 2

1

Select the planar face (or plane) that will be the plane of symmetry (2)

Activate the Mirror icon (1)


3

Select OK

You get :

(3)


228 228


Notes:

Moving Features


You will learn how to use all of the different types of Moving tools


229 229


Notes:

What is Moving Features ? A Transformation is the ability to move a body either by translating it along an axis, rotating it around an axis or moving it symmetrically about a plane


3 types of Transformation : - Translation along an edge - Rotation about an axis - Symmetry about a plane

Geometry cannot be duplicated using a transformation


230 230


Notes:

When to Move Features ?


Transformations are useful when you have created some geometry and you decide that it needs to be moved, or rotated into a specific position

There are some cases where it is not easy to create geometry in the expected plane because it requires the use of geometry not in the plane. You can create the geometry in a wrong plane and then rotate or translate it to its proper position Transformations can only be used on either the whole Part Body or an individual Body within the Part


231 231


3 Select the Translation icon

2

Select the direction

Enter the distance or drag the 3D manipulator, then select OK


You can also define the direction using the contextual menu on the Direction field


232 232

Notes:

Translation 1


Select OK

Select an edge for rotation axis...

…and enter the rotation angle or drag the 3D manipulator


You can also define the axis using the contextual menu on the Axis field


233 233

Select the Rotation icon 2

3

Notes:

Rotation 1


Symmetry

Notes:

2

1

Select the Symmetry icon

3

Select OK

Select the plane defining the symmetry

You can also define the Reference using the contextual menu on the Reference field


Instead of a plane, you can use a Point as the Reference element


Instead of a plane, you can use a Segment as the Reference element

234 234


Select the Scaling icon 3 2

Modify the scaling ratio then select OK

Select the reference point


You get:

You can also resize a body in relation to a face or plane by selecting it instead of a reference point. The body will scale with it. You will obtain an affinity


235 235

Notes:

Scaling/Affinity 1


Notes:

Part Design Transformations: Recommendations


You will learn about specific methods and recommendations on Transformations.


236 236


Notes:

Differences in Transformations Transforming a Body can be done in one of two ways. Immediately upon selecting any transformation tool, the following panel appears:

Selecting YES will proceed to the use of the Transformation as selected. The message in the panel reminds you that you can also transform a body by using the Compass.


The main differences between the two methods is that a Transformation will not transform any sketched geometry, but using the Compass will.


237 237


Notes:

Scaling the Part to define mold “shrink” A part gets scaled differently depending on the type of element used as the reference. If a point is used, the scaling is done using the same scaling ratio in all three directions. When designing an injection molded plastic part, the part will often be scaled up in order to accommodate (in the design of the mold) the fact that the material will shrink upon cooling. However, the part may shrink unlike amounts in different directions.


In these situations you cannot use a point as the reference. You must use a plane or planar face features. This will scale the part only in a direction normal to that plane. You can then do three separate scaling transformations in each of three directions which will properly define the shrink in all three directions.


238 238


Notes:

Transformations Exercises Complete the following exercises: 30 min.


Conrod: Use Mirror to complete the part and Translation to modify it Pulley: Use Circular Pattern to duplicate the Elongated Hole.


239 239


Notes:

Design Process: Conrod


1. Mirror the part


2. Define the first draft in work object

3. Translate the current feature in the X direction


240 240


Notes:

Design Process: Pulley


1. Create the Base Feature


2. Create a Hole in the Base Feature


3. Duplicate the Hole in the part

241 241


- Mirror the part to double its thickness - Insert a translation right after the first draft to modify the part Load: CATPDG_EX_Conrod_Transfo_Start.CATPart


242 242

Notes:

Conrod: Do It Yourself…



- Create the Pulley using the Shaft tool with Sketch.1 - Create the Elongated Hole using the Pocket tool with Sketch.2 - Make a Circular Pattern of the Elongated Hole Load: CATPDG_Ex_Pattern_Start.CATPart


243 243

Notes:

Pulley: Do It Yourself…



Notes:

Conrod Recap Complete a symmetric part using a mirror operation


Apply a translation to an element in the part


244 244


Notes:

Pulley Recap Create a revolved base feature Create a hole in the base feature


Duplicate the hole using a circular pattern


245 245


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Creating Patterns, Using Transformations Documentation:


Books: Mechanical Design Solution Part Design Product


246 246


Notes:

To Sum Up... You have seen transformations that :


Duplicate the geometry : Pattern and Mirror Move the geometry : Translation, Rotation and Symmetry


247 247


Notes:

Part Design Modifications You will learn how to modify profiles and features to change 3D part


Reordering Features Modifying Features Part Design Modifications Recommendations


248 248


Notes:

What is modifying a Part? You sometimes may need to modify a Part. There are 3 main ways to do it :

Modifying Profile Geometry: -You can modify the shape of a Sketch Base Feature by modifying the sketch (covered in the “Sketcher Geometry Management” lesson)

Reordering Features:


-You can modify the place of a feature in the tree to modify the shape of the geometry or increase the part quality

Modifying Features: -You can also edit a feature to modify its parameters and modify its shape


249 249


Notes:

Reordering Features


You will learn how to reorder features making up a 3D part

Pad after mirror operation


Pad moved before mirror

250 250


Notes:

Why Reordering Features ? • Reordering features allows you to correct a part so that your design intent is preserved

One cylinder


Two cylinders when moved before the mirror operation

Design changes • Changes as well as features created later in the process can easily be incorporated into the part structure taking into account the design intent


251 251


Notes:

Reordering Features 1 Right click the feature to be reordered to get a contextual menu

2 Select Reorder

Pad.2 was incorrectly created after the mirror operation, so we must reorder the pad before the mirror

3 Select Pad.1 in the


You get:


specification tree as the feature to reorder after (Pad.1 is shown as the preview)

252 252


Notes:

Modifying Features


You will learn how to modify parameters of 3D features


Modified Pad

253 253


Notes:

Why Modifying Features ? • Often, as the design matures, the initial configuration of a part needs refinement through the modification of feature parameters or the addition/removal of features

Draft angle


Modified pad


Pad length

254 254


Double click the feature or it’s specification to edit the feature

2 Modify the draft specifications by double clicking the dimension or entering in the dialog box

3


You get:


Next, modify Pad.1 of the part by right clicking the feature in the specification tree and selecting Definition... …then modify the dimension directly or through it’s dialog box

255 255

Notes:

Redefining Feature Parameters 1


Notes:

Editing Holes 2 Change the hole definition in the 1

dialog box or double click on dimensions to modify directly

Double click on the feature or its specification in the tree to edit hole

Modify the position dimensions by double clicking them to modify directly


You get:


You can also reposition a hole without editing it by dragging it to it’s new location, even if it’s new location is on a different face

256 256


Double click on the pad to be modified

3

Modify the constraint

4

(1)

Leave the sketcher by selecting the Exit icon

(4)

2

Select the sketch icon from the dialog box in order to activate the sketcher

5

If necessary, select the Update All icon

(5) (2) (3)


You get :


257 257

Notes:

Editing Sketch During Pad Edition 1


Double click on the pad to be modified

3

Select the replacing sketch

4

Select OK

(3) (1)

(4)

2

Select the sketch field from the dialog box

5

If necessary, select the Update All icon (5) You get :


(2)


258 258

Notes:

Replacing a Sketch During Pad Edition

1


Notes:

Part Design Modifications: Recommendations


You will learn about specific methods and recommendations on Modifying Parts.


259 259


Notes:

Limitations on using Reorder


When a feature is referenced by another during a design, a parent/child relationship is established between the two. This means that the second feature (child) is dependant on the first (parent) for a part of its definition. In the example below, the sketch for the small pocket was constrained to the large pocket.

If you attempt to reorder the small pocket before the large pocket, CATIA will remind you that this is not possible.


260 260


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Modifying Profile Geometry, Reordering Features, Modifying Features Documentation:


Books: Mechanical Design Solution Part Design Product


261 261


Notes:

To Sum Up... Modifying 3D parts means:


Modifying a profile shape or location Reordering features in the tree according to design intent Modifying feature parameters and deleting elements

Hints! • When you open a document and the geometry is red, it means you need to update it • If you want to cancel a modification, click the Undo icon


262 262


Notes:



EDU-CAT-E-V5F-FX-V5R13 book Part Design Master Exercise


263 263


Notes:

Introduction to Assembly Design You will get an idea of what you can do with the Assembly Design Workbench by going through a simple scenario and following instructions as you progress...

Opening a CATProduct file to modify the assembly


Adding components in the assembly


Setting constraints between components in the assembly

264 264


Notes:

What Is an Assembly Document? An Assembly or Product is a collection of components stored in a document that has the .CATProduct extension.

The assembly is called “Clamp” It is stored as a CATProduct file

An assembly often contains another assembly, which is then called a sub-assembly

In this example, the “Clamp” assembly is made of different parts.


“pad” is a part (It is stored as a CATPart document and only referenced in this assembly)


A blank sheet behind a component icon means that the component is linked to an external file: in this example, all components have external files (CATProduct and CATPart files) 265 265


Notes:

Accessing the Assembly Design Workbench (1/2) To access the Assembly Design Workbench, select Mechanical Design and then Assembly Design in the Start menu




When entering the Assembly Design Workbench, a new empty “Product” is created as you can see by looking at the tree.

266 266


Notes:

Accessing the Assembly Design Workbench (2/2) If you are going to work a lot with the Assembly Design workbench, we advise you to setup a direct access to it. To do so, you need to change your list of favorite workbenches:

1 2

Select Tools / Customize The icon is added in the Welcome pop-up window

3a

Add Assembly Design in the Favorites List


2


3b The icon is added In The order of the Start menu follows the order of the workbenches in the Favorite list.

the Workbenches Toolbar

The same order is used in the Welcome pop-up and in the Workbench menu

267 267


Terminology

Notes:

The “active item” is in blue

Component that is a sub-assembly

Component that is a part (notice the red indication on the icon)

“Part Number”

A “selected component” is highlighted “Instance name” - by default is in brackets

• A component is a general term: it can be a part or an assembly. An assembly that belongs to another assembly is called a sub-assembly.


• An Assembly is a collection of components and constraints between them. An Assembly is also a document. It has the file extension CATProduct. Thus an assembly is also called a “Product”. • All parts and assemblies belonging to an assembly have a Part Number (by default it is the Name of the component). All instances of a part or assembly have the same Part Number. Each instance has its own Instance Name that identifies the instance. • The active item is the item currently being edited. You make it active by double-clicking on it. • Selected items are highlighted.


268 268


Notes:

User Interface: Assembly Design Toolbars Standard Toolbar

Compass Assembly Tree

Filter Selection Scenes


Components

Update

5

Move

4

2

Constraints

8

Space Analysis Constraint Creation Modes

Annotations

1 Product Structure


7 Assembly Features

3

6

Measure

Catalog Browser

269 269


Notes:

User Interface: Assembly Design Icons 8 Clash

5 Update

6

4

Catalog Browser

3

Sectioning

Measure Between

Distance and Band Analysis

Measure Item

Manipulate

Measure Inertia

Snap Explode Stop Manipulate on Clash

1

Coincidence Constraint

New Component

Contact Constraint

New Product New Part

Offset Constraint

Existing Component

Angle Constraint

Existing Component w/ Positioning

7

Product structure Reordering

Weld Planner Text with Leader

Generate Numbering

Flag Note with Leader

Replace Component


2

Product Init

Fix Component Fix Together Quick Constraint Flexible/Rigid Sub Assembly

Manage Representation

Change Constraint

Fast Multi-Instantiation

Reuse Pattern


270 270


Notes:

What are Components? In its simplest form, a Component is a CATIA V5 Part or Assembly (i.e. a CATPart or a CATProduct file) that has been inserted into an assembly. However, a Component can also be data that is not native to V5, such as V4 models, IGES, STEP, and VRML files.

The root assembly

Part (CATPart) component

Components existing only in their “parent” CATProduct files. You see this because there is no blank sheet in their icon. This means that these components do not have external files.


Assembly (CATProduct) component V4 model (MODEL) Component can also be added in the assembly


271 271


Notes:

Working with Visualization Mode By default an assembly is loaded in design mode. Thus part’s definition of all components are loaded in memory (this involve exact geometry and parameters). This step can involve more or less time according to the assembly to load. Then to improve performance you can set CATIA’s option to load an assembly in visualization mode. In this mode, a representation of the geometry only is available.


Turning ON the cache system will cause CATIA to load automatically parts and models in Visualization Mode:

Note: Geometry loaded in visualization mode can not be edited. You need to doubleclick on it to switch to the design mode and be able to modify it.


272 272


Notes:

To Sum Up ... To introduce you to CATIA Assembly Design workbench, you have seen: How to access the workbench Its user interface and tools


The terminology that is used


273 273


Notes:

Assembling Components You will see how to define a new assembly, add components in it, assign properties, and save your work.


Creating a New Assembly Document Adding Components Assigning Component Properties Saving an Assembly Document


274 274


Notes:

Introduction to Assembling Components When you start a new assembly document, you need to: Create a new Product that will contain all the components:

Insert new components in this product:


Insert existing components (i.e.: the components you want to assemble):

When the components are inserted, you can go on with your work or decide to save your work.


275 275


Notes:

Creating a New Assembly Document


Here, you will see how to define a new assembly, thus creating a new CATProduct document.


276 276


Notes:

Defining a New Assembly Document There are 3 ways to define a new document : 1- Start menu


2- File+New menu


3- Workbench Icon


277 277


Notes:

Assigning Product Properties Add descriptive information to the new Assembly Document by editing its properties. 3

Product tab

4

2

Properties

Right-click the root product


1

Type the Part Number and all other relevant information describing the assembly


The default “Product1” name of the assembly is replaced by the “Part Number” you typed. 278 278


Notes:

Adding Components


You will learn how to add new and existing components into an assembly


279 279


Notes:

Adding Components There are 3 ways to add a component into an assembly: Contextual Menu, Product Structure toolbar, and Insert Menu.


1

Fastest way is to right-click the assembly (that will receive the component) and use the Contextual Menu to insert the component

2


3

Last way is to select the assembly and use the Insert Menu

Most visible way is to select the assembly and use the icons in the Product Structure Toolbar

280 280


Notes:

Inserting an Existing Component When you add existing parts or assemblies as components, their corresponding files are not copied into the assembly, they are just “referenced” by the assembly. 1

Right-click on the assembly

2

Select “Existing Component…” 3a

Choose a filter if necessary (for example CATPart, CATProduct, model, etc)


3b Double-click on the document to add

You can add more than one component at a time by selecting with the mouse while holding the [SHIFT] or [CTRL] key (= multiselection)


281 281


Notes:

Inserting an Existing Component with Positioning (1/2) When you add existing components using this tool, you also can immediately position the component in the assembly using “Smart Move.” 1


2

Select “Existing Component…” 3a

Choose a filter if necessary (for example CATPart, CATProduct, model, etc)


3b Double-click on the document to add


282 282


Notes:

Inserting an Existing Component with Positioning (2/2) The “Smart Move” panel appears. In it is shown the component being inserted.

4

Select a feature on the Component being inserted. You can do this within the Smart Move panel or from the main display. Centerlines of cylindrical features will be automatically sensed.

The new component will be automatically “snapped” to the other so that the two selected features are now aligned.


7

5


Selecting the “More” button will expand the panel and provide the ability to create a particular type of constraint when the “Automatic Constraint Creation” button is selected.

6

Select a feature on another Component of the assembly that you wish the first to be moved in relation to.

Assembly constraints can be automatically created during the process when this button is selected. You can move the desired constraint type to the top of the list using these buttons. 283 283


Notes:

Inserting a New Part You can add a new part (CATPart) on-the-fly while designing an assembly. 1

4


2

Select “New Part”

Press YES to define an origin for the new part that is different from the origin point of the assembly, otherwise press NO: If you pressed YES, select a point or a component to define the origin of the new part •If you select a point, the origin of the new part will be this point •If you select a component, the origin point of the new part will be the same as the origin point of the selected component

Key a Part Number for the new part. This sets the Part Number property.


3


284 284


Notes:

Inserting a New Product You can insert in an assembly (or product) a new assembly (CATProducts) on-the-fly. The “New Product” item will create a new sub-assembly in the selected component but also a new external CATProduct file with the same name. 1

Right-click the assembly

2

Select “New Product”


3


Key a Part Number for the new assembly. This sets the Part Number property.

The blank sheet behind the component icon means that the component is linked to an external file (here CATProduct type file)

285 285


Notes:

Inserting a New Component You can create a special type of component that exists only in the parent CATProduct and does not have its own file. 1

Right-click on the assembly Here is one component that exists

in the parent CATProduct and that does not have its own file. You can insert components in it.

2

Select “New Component”


3


Key a Part Number for the new assembly.

There is no blank sheet behind the component icon : there is no link to an external file.

286 286


Notes:

Assigning Component Properties


You will learn how to set the text properties of a component


287 287


Notes:

What Are Component Properties? Component Properties can be assigned to distinguish or describe an instance of a component. Component Properties: • Component Property values can vary by component. • These properties are stored in the parent assembly’s CATProduct file.

Instance Name

Product Properties:


• Product Property values are the same for all instances of the component.

Part Number

• When the component is a CATPart or CATProduct, these properties are stored in the CATPart or CATProduct. • When the component is a V4 model, they are stored in the parent assembly’s CATProduct file.


288 288


Notes:

Assigning Component Properties (1/2) Nodes Customization.


1

Tools / Options menu

Part Number

2

Product Structure + Nodes Customization tab

3

Activate Customized Display and select yours desired options

Instance Name


289 289


Notes:

Assigning Component Properties (2/2) Like other properties, component text properties can be easily accessed from the contextual menu. 6 4

Product tab

Right-click the component

Component Property values can vary by component.

Key an Instance Name and/or Description

Location and filename 5

Properties


Product Property values are the same for all instances of a part or assembly.


290 290


Notes:

Saving an Assembly Document


You will learn how to save an Assembly Document


291 291


Notes:

Saving an Assembly Document ... There are four ways to save an Assembly Document and child documents.

1

Save will save the active component’s document and child documents of the active document

2

Save As... is similar to Save, but it allows you to specify the name and folder for the active document

3

Save All will save all the open documents that have been modified since last save

4

Save Management will propose saving all open documents and children of these document, but you can control names and locations of all of them


Only the modified documents will be saved or proposed to.


292 292


Notes:

Saving a Document under another Name “Save As…” allows a file name and folder to be specified. It allows you to create a brand new document with new internal identifiers. 1

Activate the document to be saved

The active CATProduct document and any modified child documents will be saved


3

Specify a file name and folder

2


4

Specify if you want to regenerate internal identifiers

Regenerating Internal Identifiers will avoid instantiation conflicts with the reference

293 293


Notes:

Saving all Modified Documents Save All is an easy way to save all modified documents which are not new or read only documents.

1

Save All If all the documents modified since last 2a save are not new (just created) or read only files, you won’t have any message and CATIA will save them

If some of the documents modified since last save 2b are new (just created) or read only files you will have this message

All modified open documents will be saved, regardless of which document is active


3b And clicking on OK will give you access to the “Save All As” command


294 294


Notes:

What Is “Save Management” for? This tool is useful to save all the modified or linked documents under selected names and directories (UNIX)/folders (Windows)


Modified Components


295 295


Notes:

Assembling Components Exercises 20 min


Complete the following exercises: Creating , assigning properties to a new Assembly Document and then adding existing components Assigning properties to existing components, adding a new part


296 296


Notes:

Exercise Preparation In these Exercises, you will insert existing parts and existing products into a new product: You will need to explore your file system to find the parts and product to insert. 1- Prepare your own empty temporary directory: you will send the data you will need to insert into this new directory: 2- Load the following parts and product: - Bearing_cap.CATPart - Housing.CATPart - Roller_bearing.CATProduct


3- Use the Save Management tool to send all the opened data to the temporary directory you created:


297 297


2- Rename the part number

3- Write a comment about this product


4- Add existing components: • Bearing_Cap.CATPart • Housing.CATPart • Roller_Bearing.CATProduct


298 298

Notes:

Do It Yourself 1- Create a new Assembly document


Notes:

Recap Create a new product Modify its properties


Insert existing components


299 299


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Creating a new Assembly Document, Adding Components, Assigning Component Properties, Saving an Assembly Document Documentation:


Books: Mechanical Design Solution Assembly Design Product


300 300


Notes:

To Sum Up ...

You have seen what is a Product Structure and how to assemble components in the Assembly Workbench Design by :

creating a new assembly document

adding components in an assembly

assigning component properties


saving the assembly document


301 301


Notes:

Positioning Components using Constraints You will see how to use assembly constraints to place components in position in an assembly


Freely Moving Components with the Compass Defining Assembly Constraints Updating Assembly Constraints


302 302


Notes:

Introduction to positioning with Constraints Once the components are inserted in the product, they must be positioned:

Before positioning the components with constraints, they can be pre-positioned using the compass: -In this case, no constraints forces the position of the components: it is just a free movement. -This free movement is used to approximately position the components before fixing it with constraints.


The components relative position can be set using constraints: -In this case, constraints are applied and have to be respected. Note: once constraints have been applied, you can still move the components with the compass if this movement respects the constraints. If not, the components will be repositioned regarding the constraints when you will update them.


303 303


Notes:

What Are Assembly Constraints ? Assembly constraints is the method to place components in an assembly. The general process is as follows:

1

Position each component precisely by choosing the correct constraint(s) and applying it.


3

Fix-in-space one component in the assembly. It will be the starting point.


2

With the Compass, freely drag and rotate components to put them roughly in place. It will be easier to define the constraints afterwards.

4

To control the result, update the assembly. It will move the components into position.

Note : this step is necessary only if you have set the ”Manual Update” option to on in the assembly settings and it is therefore recommended. 304 304


Notes:

Available Constraints and Their Symbols The following table lists the symbols used to represent the constraints you can set between components:

Constraints

Symbol used in the geometry area

Symbol displayed in the specification tree

Coincidence

Contact

Offset

Angle Planar Angle


Parallelism

Perpendicularity

Fix


305 305


Notes:

Freely Moving Components


You will see how to use the Compass to freely move components which makes it easier to place them in position before setting assembly constraints


306 306


The Compass can be used to pan and rotate the entire assembly or freely drag and rotate components in it. Panning and rotating the entire assembly


The rotation is temporary because it is not stored in the CATPart or CATProduct documents. You change only the viewpoint.


Freely dragging and rotating components

Here a component is freely rotated around the X-axis. If this component is not link to some constraints at this step, the new position is stored in the CATProduct documents.

You will find it convenient to freely drag and rotate components to make it easier to define assembly constraints 307 307

Notes:

How to Use the Compass?

Here the entire assembly rotate around the X-axis.


Notes:

Positioning the Compass to Move a Component The first step in freely moving a component is to place the Compass in position on a component. 1

Move your cursor over the small red square of the compass to get this cursor icon

2

Press and hold down MB1 to drag the compass. When moved , the compass takes this shape. If you release MB1 before any component selection , the compass will return to this point. A component is selectable when this point disappears

3


Green highlighted compass means that a component is selected and that you can move it.

When the component is selectable , the compass takes the orientation of the geometric element that is under the compass. To select, release MB1.


Once a component is selected , you can select any other one by clicking on it , and the compass, when moving, will drag it.

308 308


Notes:

Freely Moving a Component Using the Compass Here are the basic steps for freely moving a component.

Place the compass on a component.


1


2

Select the type of movement you want by moving the cursor on the Compass. The highlighted compass elements indicate the available movement :

(a) Translation along an axis

(b) Translation along a plane

(c) Rotation around an axis

(d) Rotation around the origin of the compass

3

With MB1 held down, move the component

To move a component while respecting the constraints, press [SHIFT] while pressing MB1 and moving the component. [SHIFT] key

309 309


Notes:

Defining Assembly Constraints


You will see how to position components by defining constraints between them.


310 310


Notes:

Manual Update For Assembly Design You have the option to update manually or automatically assembly constraints. 1

3

Activate Manual

Select the Assembly Design branch under the “Mechanical Design” node


2

Select Options... from the Tools menu


Use Manual Update mode to avoid components moving around before being fully positioned (fully constrained). 311 311


Notes:

Setting Assembly Constraints ... There are 2 ways to define constraints between components.

constraints icons are in :

To set a constraint between two components, you can either : (a) select the icon and the elements after (action Ł objects)

the Constraint toolbar

and

the Insert Menu

(b) select the elements and then the icon (objects Ł action)

(a)


(b)


Note that in the case (b) you may have to use the [Ctrl] key to multi select elements whereas in the case (a), CATIA will be waiting for a next selection

312 312


Notes:

Fixing a Component in Space (1/2) Components that are fixed in space return to their fixed-in-space position when constraints are updated (regenerated). It’s a good idea to fix-in-space one component in each assembly that will serve as the base

Click the fix icon


1


2

Select the component in the tree or in geometry

3

The component is fixed in space

313 313




After Update.

A fixed component can not be moved

314 314

Notes:

Fixing a Component in Space (2/2)

The fixed component is moved with the Compass.


Notes:

Fixing a Component (1/2) When you start to put constraints in an assembly you need first to have a fix component and then place the others components with regard to last one. If this component is only fix (and not fix-in-space), you can modify his position and the assembly still remain coherent in term of constraints. Click the fix icon 2 to create the constraint or


1


Double-click the existing Fix constraint

3

Select the More>> button

4

Deactivate the Fix in Space option

315 315


Notes:

Fixing a Component (2/2)

Drag the component with the compass at a new position


The component above the compass is fix only (and not fix-in-space)

After the update, you see in this example that the blue and red components moves with respects of the constraints.


316 316


Notes:

Fixing-Together Components Components that are Fixed-Together move as a single entity.


1

Click the fix together icon

2

Select the components to be Fixed-Together. You can select more than 2 components.

As a matter of practice, it would be a good idea to Fix-Together unconstrained components to avoid unintentionally modification or displacement.


The Fix Together dialog box allow you to have the list of the components you select. Then you can remove some elements from the selection list by selecting in the 3D, or in the list.

317 317


Notes:

User Setting: Turning On Fix-Together Warning Fix-Together constraints are used to “glue” components together. With the Compass it is possible to unintentionally separate “Fixed-Together” components. In Tools > Options, select “Assembly Design” branch under “Mechanical Design” node. In the “General” tab, activate an option as shown below.

Move all Fixed Together components. Move only the selected component (default option)


Display this Warning


318 318


Notes:

Disregarding the Fix-Together Warning You will be warned when attempting to move a component that is “Fixed-Together”. Pay intention, if you disregard the warning the new position will be permanent. For example, when you attempt to snap this component.

You will see this warning

If you uncheck this option, after pressing OK, you can continue to move the component


But beware that updating the assembly will not move the component back in position. It has a new position within the Fix-Together.


Immediately press Undo if you did not intend to move the component.

319 319


Notes:

Defining a Coincidence Constraint (1/2) Coincidence creates alignment that can be coaxial, coplanar, or merged points.

coaxial

merged points Click the coincidence icon.

coplanar

2

Select the two elements specifying the constraint.


1


The constraint is created and the elements are aligned.

320 320


Notes:

Creating a Coincidence Constraint (2/2) Concerning coplanar alignment, CATIA gives a choice of orientation with two green arrows 1 Click the coincidence icon.

2 Select two planes as geometric elements for the constraint. 1st selection

3 Just click one of those green arrows to invert the orientation of the moving component.


2nd selection

When putting a constraint between two components, the moving component will be the first selected one if it is not fixed or fixed in space


4

Click on OK when the orientation is correct.

321 321


Notes:

Defining a Contact Constraint Contact constraint connect two planes or faces.

Click the contact icon.


1


2

Select the two elements defining the constraint.

The constraint is created and the elements are connected.

322 322


Notes:

Defining an Offset Constraint Offset constraint defines a distance between two elements. 1

Click the offset icon

2

Select the two elements specifying the constraint

1st selection

2nd selection

3

Key the offset value

4

Select the orientation (same or opposite) either : by clicking on the green arrow


or by selecting an orientation in the “Orientation” drop down menu


Offset constraint with same orientation

Offset constraint with opposite orientation

323 323


Notes:

Creating an Angle Constraint (1/2) This tool allows you to define an angle between components 1

Click the angle icon

2

Select the two elements to constraint


3


Fill in the constraints properties dialog box : - select the constraint type (Angle) - key the angle value

324 324


Notes:

Creating an Angle Constraint (2/2) You can also define a parallelism or perpendicularity between 2 elements. In the case of parallelism, you can choose between same or opposite orientation. 1

Click the angle icon

2

Select 2 planes as geometric elements to specify the constraint

3

Select the parallelism constraint. Select the orientation (same or opposite) either : by clicking on the green arrow


or by selecting an orientation in the “Orientation” drop down menu


Parallelism constraint with same orientation

Parallelism constraint with opposite orientation

325 325


Notes:

Constraint Rules There are some simple rules that CATIA automatically enforces.

You can apply constraints only between the child components of the active component. You cannot define constraints between two geometric elements belonging to the same component You cannot apply a constraint between two components belonging to the same sub-assembly if this sub-assembly is not the active component. (3) This constraint can be applied since Product C belongs to the active component Product B and also Product E is contained within Product D which is contained within the active component Product B.


(2) This constraint cannot be applied because Product E and Product F both belong to a component other than the active component Product B. To define this constraint, Product D must be made active.


(1) This constraint cannot be applied because Product K does not belong to the active component Product B. To define this constraint, Product A must be made active. 326 326


Notes:

Assembly Assistant This assistant will warn you when you make mistakes when defining constraints


1


This warning appears when you switch on the setting “only use the published geometry” and try to select a non published element for a constraint.

2

This warning appears when you try to constrain a component which does not belong to the active product.

3

This warning appears when you try to constrain two elements which belong to the same component.

(4)

327 327


Notes:

Updating Assembly Constraints


You will learn how to update assembly constraints


328 328


Notes:

What Does Updating Constraints mean ? Updating an assembly means updating its components as well as constraints to check if they are all in their correct position. You can choose between updating the whole assembly or only some components.

Here the coincidence constraint is not updated because : - the icon constraint in the specification tree is not up to date (note the small update symbol on it)


- the constraint is in black


Here the coincidence constraint is updated because : - the icon constraint in the specification tree is up to date (no update symbol on it) - the constraint is in green 329 329


Notes:

Updating Constraints ... You can update all constraints or just individual ones.

To update all the constraints and parts of the assembly, click on the Update icon in the Update Toolbar

Update needed

Update done

As a matter of practice, it’s a good idea to update an assembly before saving it. This will improve performance when opening assemblies, especially when using Manual Update.

It’s also a good idea to update sub-assemblies before activating another assembly. This avoids unintended results when updating constraints.


To update an individual constraint, right-click on a constraint in the tree or 3D and select Update in the contextual menu

2

Update needed


Update done 1 330 330


Notes:

Options For Updating Assembly Constraints You have 2 modes to update an assembly : Manual or Automatic. It can be applied to the active level of the assembly or all levels. Click on Options in the Tools menu


1


2

Select the “Assembly Design” branch under “Mechanical Design” node

Select Manual mode because Automatic mode will modify your assembly with each constraint creation 331 331


Notes:

Handling Update Errors When you update an assembly, constraints are checked for conflicts.

While you update an assembly, CATIA will display the Diagnosis Window if there are problems such as over-constrained components.

(a)

Edit displays the Constraint Definition window where the constraint can be edited or reconnected to a different element.

(b)

Deactivate is a way to turn OFF a constraint without deleting it. This allow you to reexamine the problem later after some more work or some other changes.


When you select a record you can: (a) edit it (b) or deactivate it


332 332


Notes:

Why Analyzing an Update ? Analyzing Update allows you to know what are the constraints and components in your assembly that are updated. Thus you can update them separately directly from where you are. Update Analysis Dialog Box


constraints and components to update


333 333


Notes:

Analyzing Update (1/2) With the Analyze Update tool, you can know exactly what constraints and components are updated or not in your assembly and its sub-assemblies. Select Update in the Analyze menu


1


2

The Update Analysis dialog box is displayed:

334 334


Notes:

Analyzing Update (2/2) With the Update tab, you can choose and update any unresolved feature directly from where you are This drop-down list displays all assemblies and subassemblies that can be analyzed

In Update tab List of the unresolved components


3 Select or multiselect in the list the features you want to update


4 Click on Update icon

5

When a Component is updated in the geometry it disappears from the list

Once you have finished with Update Analysis, Click on OK 335 335


Notes:

Positioning Components Exercise 10 min

Complete the following exercise:


Use the compass to put in place approximately the components; and then create assembly constraints to position them correctly.


336 336


Notes:

Design Process

1. Move the Components with the Compass


2. Apply constraints between components

3. Update the product


337 337


Notes:

Do It Yourself In order to create and define constraints between components, move the components together with the compass.

1- Select the “Fix Component” constraint and select the “Housing” 2- Constraints used for the “Bearing_cap”: two “Coincidence constraint” and one “Contact constraint” 3- Constraints used for the “Roller_bearing: two “Coincidence constraint”

1 2

Pt1

3


Update the assembly to verify that your constraint is correct.

Load: GEAR_REDUCER.CATProduct


338 338


Notes:

Recap Pre-positioning components using the compass Applying constraints to precisely position the components


Update the assembly to take the constraints in account


339 339


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Freely Moving Components with the Compass, Defining Assembly Constraints, Updating Assembly Constraints Documentation:




340 340


Notes:

To Sum Up ... You have seen how to Position Components using Constraints by : freely moving components with the Compass defining Assembly Constraints updating Assembly Constraints defining Quick Constraints using Multi Constraints Modes


hiding Assembly Constraints filtering Assembly Constraints


341 341


Notes:

Analyzing an Assembly You will become familiar with tools created to analyze and check your assembly


Measuring an Assembly Checking for Clash and Clearance


342 342


Notes:

Measuring an Assembly


You will see how to measure an assembly


343 343


a- Measure Between

Measuring the length of a line with (b)

b- Measure Item a b c

c- Measure Inertia


Measuring distance between the axis of two different components with (a)


Measuring the inertia of a component or a product with (c)

344 344

Notes:

What is Measuring an Assembly ? Distance and angles can be measured. Individual geometric elements can also be measured. There are 3 types of measure in the “Measure” toolbar :


Notes:

Measuring Between Element/Component You can measure angle and distance between element/component.

1

Measure Between

2

Optionally define how you want to measure

3

Select the reference and target elements

4a

Minimum distance and angle are displayed in 3D and in the results window


4b You have all details in the result window and create the associated geometry


To select sub-elements like the axis of a hole, right-click and select Other Selection ...

345 345


Notes:

Measuring Elements You can measure geometric elements. 1

Click the measure item icon

2

Select the geometric element you want to measure


3


Properties of the selected geometric element are displayed in 3D and in the results window

Click the Customize… button to add information like : Center of gravity for surfaces and volumes, Direction vector for an edge, …

346 346


Notes:

Measuring Inertia You can measure inertia of components or geometric elements. Click the measure inertia icon


1


2

Select the component to measure

3

All details are displayed in the result window

Click the Customize… button to add information like: Center of gravity for surfaces and volumes, Direction vector for an edge, …

347 347


Notes:

Keeping Measure You can keep results of measures as features in the tree 1

When you measure items, you can activate the Keep Measure option to have in the 3D more information about your assembly


Those measure features contains parameters that can be used in formulas of the Knowledgeware for example


2

Each measure will be kept in the tree …

… And in the Geometry

… And will be saved in the CATProduct file 348 348


Notes:

Creating Geometry You can create geometry associated to the measure


1

One you have measured items, you can create geometric elements as lines, points by clicking on “Create Geometry”.

2

CATIA let you choose where to save these new geometrics elements:

3

If you choose to save geometry in a new CATPart (and then a new file), you can select what geometry to generate. Note that you can get an associative or non-associative geometry

To get associative geometry you need to: • Check the option “Keep link with selected object” (in Tools Options Infrastructure Part Infrastructure • Check “Keep measure” in the Measure dialog box.


349 349


Notes:

Checking For Clash and Clearance


You will learn how to test for clash and clearance violations between components in you assembly


350 350


Notes:

What Is Clash and Clearance Analysis ? Clash analysis is used to check for interference between components. On the contrary clearance analysis is used to ensure the proper clearance between components.

A clash occurs when one component penetrates another one


A clearance violation occurs when a minimum distance between components is not respected

For more in depth clash and clearance analysis, see the DMU Space Analysis workbench Companion


351 351


Notes:

Checking for Clash Between 2 Components The analyze menu enables you to check for interference between two components. 1

Click on Compute Clash in the Analyze menu 3a Select Clash from the list

3b

Multi-select the components (using the [CTRL] Key) you want to analyze


2


4

Clash violation is signaled in the window and Clashes are highlighted in the 3D view

352 352


Notes:

Checking for minimum Clearance Between 2 Components The analyze menu enables you to check the respect of clearance between two components. 1

Click on Compute Clash in the Analyze menu 3a


2

Multi-select the components (using the [CTRL] Key) you want to analyze


4

Select Clearance in the list

3b

Key in the clearance value and click on apply

Clearance violation is signaled in the window and components that do not respect the clearance are highlighted

353 353


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Measuring an Assembly, Checking for Clash and Clearance Documentation:




354 354


Notes:

To Sum Up ... You have seen how to Analyze an Assembly by : Analyzing constraints Analyzing Degrees of Freedom Measuring an Assembly Checking for Clash and Clearance


Checking Mechanical Properties


355 355


Notes:

Editing Parts in an Assembly You will see how to edit parts in-context of an assembly


Designing in Context of an Assembly Positionning Components using Smart Move


356 356


Existing Assembly

Insertion


New Part

In this case, the part is created independantly to the assembly: it is inserted in the assembly only once it is created.


In Top-down design, you edit and work with parts in the context of an assembly:

Existing Assembly

Edition

Part

In this case, the part is created in regards to the other components composing the assembly.

357 357

Notes:

Top-down Design versus Bottom-up Design In Bottom-up design, you create parts and insert them in an assembly:


Notes:

Top-down Design : working in the Context Of an Assembly When you want to create a new part in an assembly, the new part features and sketches can be design in-context. The existing components help you to define your new part. Sketches can be supported by planar face of a neighboring component

3D elements from other components can be projected onto and intersected with the sketch plane

Parts can be created in the context of an assembly


Sketch constraints can be defined using elements in other components


Features can be limited up-to other components 358 358


Notes:

Designing in Context Of an Assembly


You will see how to design a part in context of an assembly with or without External References


359 359


Notes:

Editing a Part When you want to edit a part, you have to activate it and then the last workbench used for this part is displayed.


1

Expand the tree by clicking on the plus-sign (+) next to the part you want to edit

This branch represents the instance of the part This branch represents the actual part


2

Double-click the branch that is just below the one you expanded

The part is then active and the last workbench used to edit the CATpart document is displayed ( here the Part Design Workbench)

Another way to easily activate a part is to doubleclick the part in 3D view

360 360


Notes:

Sketching On the Face Of a Component You can use a planar face of a component as a plane support to sketch a profile. 4 3

Select the planar face of a component

Select the Sketcher icon in the Part Design workbench


5

Sketch on the face your profile

Notice that a copy of the face appears in the Open_body of the active part. In this example this surface is not linked.


361 361


Notes:

Defining Sketch Constraints Using Other Components Sketch constraints can be defined using elements of other components. It can be useful at the beginning of the creation of the body.


6

Select one geometric element from the sketch and another one from a neighboring component

7

Define the constraint between this two elements to place in position the sketch

Notice that a copy of the geometric element from the other part appears in the Open_body of the active part


362 362


Notes:

Projecting 3D Elements Onto the Sketch Plane You can project 3D geometric elements from neighboring components onto the sketch to make profile easier . 1

Click the Project 3D Elements icon

3


2

Select a geometric element of a neighboring component

As a general rule the new component can be inserted in an another assembly, or moved in an another position, thus you have to isolate the projected element with the contextual menu :

You can also project other types of elements such as points and faces (which projects the edges of the face)


363 363


Notes:

Intersecting 3D Elements with the Sketch Plane You can intersect 3D elements from neighboring components with the sketch plane. 1

Click the Intersect 3D Elements icon

3


2

Select an element from a neighboring component

As a general rule the new component can be inserted in an another assembly, or moved in an another position, thus you have to isolate the intersected element with the contextual menu :

You can also intersect other types of elements such lines (which creates a point at the intersection)


364 364


Notes:

Limiting Features Up-to Other Components You can select geometric elements of other components to use them for the design features of your part

When defining features such as a pad, you can limit up-to-plane or up-tosurface of another component


1


2

Select a face of a neighboring component

365 365


Notes:

Smart Move Viewer for Snapping


You will see the Smart Move Viewer


366 366


Notes:

Positioning Components using Smart Move


This Viewer appears only if you pre-select the Components affected to perform the Smart Move

This functionality consists on positioning Components with a Viewer .

Benefits: - Used in many contexts (Parts from Catalog, Multiinstantiation, Parts not selectable because in others)


367 367


1

Select one component

A viewer enables to select one element to snap

4 Then select the other

element to snap in 3D


368 368

Click on the Output feature icon

3


Notes:

Snapping Components with a Viewer 2


Notes:

To Sum Up ...


You have learned the concept of Top-Down approach compared to the BottomUp approach. You have seen how to make simple design in the context of an assembly.


369 369


Notes:

Working with Components You will see how to handle components in an assembly


Deleting Components Duplicating Components Symmetrical Sub-Assemblies Replacing Components Restructuring Components Reordering Product Structure


370 370


Notes:

Deleting Components


You will see how to delete components and their associated constraints


371 371


Notes:

What Is Deleting Components ? Removing a component from an assembly is called “deleting the component”. Deleting a component removes the component from the assembly


But deleting a component does not delete the referenced file from the hard drive


372 372


Notes:

Deleting a Component (1/2) When deleting a component, you decide whether or not to delete the constraints associated with the component. In the specification tree, select the component to be deleted. Press the key or choose Delete in the contextual menu


1


2

The delete dialog is displayed. The option “Delete all children” is unchecked by default to not delete the assembly constraints associated with the component

373 373


Notes:

Deleting a Component (2/2) When deleting a component, you decide whether or not to delete the constraints associated with the component. 3a

If you confirm your action …


… with the unchecked option the constraints are disconnected.

3b

You can also have more details on the affected elements and then choose to keep or delete them.


… with the checked option the constraints are deleted.

374 374


Notes:

Duplicating Components


You will see how to duplicate components


375 375


Notes:

Copy-and-Paste a Component Copy-and-Paste is an easy way to duplicate a component. Another way to copy-and-paste a component is to press [CTRL] while dragging the component onto the assembly.

After pasting there are two instances of the part : the original and the copy

[CTRL] key

1

2

Right-click the component to copy

You can also use shortcuts

Select “Copy”


Instance name


3

Right-click on the assembly in which you want to paste the component

4

Select “Paste” 376 376


Notes:

Setting Copy-and-Paste Options You control whether constraints are copied-and-pasted when copying-and-pasting components. 1



2

Two Lug Nuts with a coincidence constraint to the same Stud


Set one of these options. You do not have to restart CATIA to take into account your option.

Copying constraints when copying a component will cause both components to be constrained in exactly the same way. This is okay, but you will have to manually edit or delete and recreate some constraints.

377 377


Notes:

Duplicating Multiple Instances Of a Component Components can be duplicated along a line. Beware that in this case the components are not automatically constrained.


1

Define Multi Instantiation

2

Use the Fast Multi Instantiation icon to re-use the Default multi-instantiation definition


Select a component

3a Specify the number of instances and space between them

Select a direction using an edge of 3b a component or use the X, Y, Z direction of the axis.

378 378


Notes:

Duplicating Components Using An Existing Pattern (1/3) Patterns can be used to automate the duplication of a component and its constraints. When you click on the “Reuse Pattern” icon, the “Instantiation on a pattern” dialog box is displayed. You have 2 work modes : • association with the pattern : “Keep Link with the pattern” activated, • without association : “Keep Link with the pattern” deactivated. It displayed also the name of the pattern, the number of instances to be created (for information only) and the name of the component to be repeated. You can use the component to instantiate in 3 different ways : • re-use the original component : the original component is located on the pattern, but remains at the same location in the tree.


• create a new instance : the original component does not move and a new one is created on the pattern.


• cut & paste the original component : the original component is located on the pattern and moved in the tree. With the option “Put new instances in a flexible component” activated all instances are gathered together in the same component.

379 379


Notes:

Duplicating Components Using An Existing Pattern (2/3) You can select untidy the component to instantiate and the pattern to reuse. In this example the instantiation is linked to the definition’s pattern.

The original component and the 3 instances


An assembly feature is created. Notice that in that case for the new instances no constraints are generated; if you modify one of them, the update of the assembly will take into account the modification.


Inputs of the “Reuse Pattern” are located below.

380 380


Notes:

Duplicating Components Using An Existing Pattern (3/3)


When you modify the ‘instances’ in the design pattern, the assembly pattern is « out of date » and the update of the assembly will add/delete generated components


381 381



382 382

Notes:

Symmetrical Sub-Assemblies



Notes:

What is a Symmetrical Sub-Assembly ? Create a symmetrical sub-assembly from an original one, based on a symmetry plane. Generation: The result of the generation of a symmetrical sub-assembly is another sub-assembly with a similar product structure. The User chooses between both options , The parts building the symmetrical sub-assembly are :

•Either a symmetrical part from the source part. This involves creating a new part, outside any assembly context, with a new « PartNumber ». A typical example is the left door in a car, relatively to the right door.


•Either a new instance of the source part, in a position symmetric to the original part. A typical example is a car’s front left wheel, relatively to the front right wheel.


383 383


Select the icon

in “Assembly Features” Toolbar The Assembly Mirror Wizard appears :

2

Select the sub-assembly to be mirrored


3

Select the symmetry plane


The reference plane is now displayed in green.

384 384

Notes:

Making a Symmetry of a Component (1/2) 1


Notes:

Making a Symmetry of a Component (2/2) By default , CATIA creates a new component for each Part 4 Results:

4 components created


New Product


New Parts

385 385


Notes:

Creating New Instances When the user chooses to create a new instance of a source part, at a mirrored position, a new instance is created in the symmetrical sub-assembly. Its position is chosen with respect to the symmetry plane, at creation time.


On this following example , you need to create a new instance of the Wheel and Disk Parts. Select one component and activate “Rotation, new instance” option

Only reference plane of the part can be used in determining the transformation


You can check the result of the Assembly Symmetry in this dialog box.

386 386


Notes:

Replacing Components


You will learn how to replace components


387 387


Notes:

What Is Replacing Components ?


Replacing a component is a shortcut to delete a component and to add another one in its place.


388 388


Notes:

Replacing a Component A single instance of a component can be replaced. 1

Right-click the component to be replaced 2

3a

Choose a filter if necessary (for example, CATPart, CATProduct, model, etc)

Select Replacement Component

3b Double-click the file


Notice that the instance name is not modified


Do not forget that you have to check manually each reference (constraints, …)

By selecting this option, all instances that have same reference will be replaced

389 389


Notes:

Reconnecting a Constraint (1/2) A constraint can become unresolved after a replacement of a component or connected to a wrong geometric element.You have the possibility to redefine the geometric elements involved in it. 1

Edit the constraint you want to reconnect

2

Expand the dialog box


Double click

Note that these broken constraints are indicated by a yellow warning symbol.


3

Select in dialog box geometric element to reconnect

4

Click on Reconnect

390 390


Notes:

Reconnecting a Constraint (2/2) The Constraint dialog box let you have a look at geometric elements involved in it.

5

Select the new geometric element


6


Edited constraint is now connected to the just selected element.You can Click on OK and Update the constraint

391 391


Notes:

Restructuring Components


You will learn how to move components from one assembly to another assembly while maintaining constraints


392 392


Notes:

What Is Restructuring Components ?


Sometimes it is necessary to restructure components by moving components from one assembly to another one to have a “more” logical grouping of elements for example. Move to peer assembly Move to sub-assembly Move to parent assembly


393 393


Notes:

Setting Cut-and-Paste Options You can control whether constraints are maintained when moving a component to another assembly.

1


2

3

Select Assembly Design node under Mechanical Design branch

You have 4 different options available : (a) If you want to paste (after a cut or copy) only the component and define the constraints yourself.


(b) If you want to instantiate a component with the assembly constraints. You do not need to restart CATIA to take into account these options. Thus you can activate one of them while you work.


(c) If you want to move a component with the assembly constraints. (d) Contrary to (a), If you want to paste (after a cut or copy) the component with the assembly constraints. 394 394


Notes:

Moving a Component to Another Assembly Components can be dragged to another assembly while maintaining constraints. Click the component and hold down the left mouse button


1


2

Drag the mouse over the target assembly and release the mouse button

3

The component is moved to the target assembly

Notice that the constraints linked to the component are moved. 395 395


Notes:

Reordering Product Structure


You will see how to change the components order display in the specification tree


396 396


Notes:

What Is Reordering Product Structure? You can reorder components in the specification tree under a selected product to your needs

a


b

Tree to reorder


Reordered tree 397 397


Notes:

Product Structure Reordering (1/2) This tool allows you to reorder components in the specification tree under selected product to your needs 1 Select the Graph Tree Reorder tool by the menu “Edit/Components/Graph Tree Reordering” or by clicking on the icon

(2)

2

Select the Product in which you want to reorder components 3a Select the Component you want to reorder 4a


(3)


Click one of these arrows to move the selected component up or down in the tree

398 398


Notes:

Product Structure Reordering (2/2) There is another way available to reorder components in the tree

3b Select another component to reorder

4b


Click this icon and click the component above which you want to place the selected component


6

Here is the reordered tree

5 Click Ok to get the reordered tree 399 399


Notes:

To Sum Up ... You have seen how to Work with Components by : deleting components duplicating components replacing components restructuring components


reordering Product Structure


400 400


Notes:



EDU-CAT-E-V5F-FX-V5R13 book Product Design Master Exercise


401 401


Notes:

Introduction To Generative Drafting You will learn about the Generative Drafting Workbench by:


•Understanding the general process •Accessing the Workbench •Exploring the User Interface and Terminology

Duration: Approximately 10 min.


402 402


Associative link


Design Changes


Generative Drafting

-BDimension View(s)

The drawing can be generated at any time; if the part or product is changed, the drawing will be automatically updated because of the associative link.

403 403

-AGenerate View(s) Geometry

Part Design

Assembly Design

Notes:

General Process

Sketcher


Notes:

Accessing the Workbench

From 1- Start menu or 2- Workbench Icon

1

or 3- File menu

3

=


2


=

404 404


Notes:

Drafting Toolbars and Objects ➘ Each toolbar contains objects that are related to specific tasks. ➘ Objects within these toolbars are compressed and can be expanded for additional capability by selecting the Dimension properties

Text properties

12345678-

Set Default Switch

1

4


Graphic Properties

3

2 7


8

5

6

405 405


Active view (underlined in the tree and with a red frame)

View Frame


Views


View Name and View Scale Prompt zone

Grid 406 406

Notes:

Drafting Terminology Specifications Tree


Notes:

Generative Drafting (P2 Power Tools) ➘ (View Menu) • Magnifier (on)

• Drawing Overview (on)


• View Manipulator Dial (at Front view creation with view wizard)


• Step by step Dimension Generation 407 407


Notes:

To Sum Up …

In this introduction to the Generative Drafting Workbench,


You had a quick tour of the process to create the views of a 3D part and how the access the Generative Drafting workbench You have seen the general layout of the user interface, terminology and the basic principles.


408 408


Notes:

Starting a Drawing and View Generation In this lesson you will learn how to generate a drawing and views for a 3D part.


Introduction Starting a Generative Drawing Defining the Main Views Sum Up



409 409


Notes:

What is a Drawing? A Drawing Document is a file that is also called a CATDrawing and is identified by its file extension (.CATDrawing). CATDrawing file extension identification.


A CATDrawing file contains a structure listing of all the sheets and views contained in the document.


410 410


Notes:

What are the different types of Views? • Views can be associative (linked to 3D parts) or unassociative (unlinked from a 3D part). • Associative (Linked) Views to a 3D part are called GENERATED VIEWS. 3D Part

• Unassociative (Unlinked) Views to a 3D part are called DRAW VIEWS. GENERATED VIEWS


DRAW VIEWS


411 411


Notes:

Starting a Generative Drawing You will learn how to generate a drawing directly from a 3D part.


Guide Piece


Drawing

412 412


Notes:

How to Start a Generative Drawing from a CATPart? Drawing Documents (CATDrawing) can be created in various ways. Ways to Generate a Drawing

1

1- File menu 2- Start menu 3- Workbench Icon

2 3


4- New Icon

4


413 413


Notes:

Classical Method to Start Generating a Drawing

File Options: • New... for starting a default drawing document • New from... for starting a drawing from an existing document


• Open... for opening an existing document


414 414


Notes:

Setting the Drawing Sheet Format and Drafting Standards The Modify option changes the default sheet format and the format standards.

ISO ANSI or JIS

The following items maybe set: • ISO, ANSI and JIS standards • Paper formats (A, B, C, or A0, A1, A2, etc..) • Orientation (Landscape or Portrait)


• Sheet scale (1 is default and should only be changed with caution)


415 415


2

Change to the Drafting Workbench from the Part Workbench

Select the Sheet option in the Start Wizard


3

Select OK to accept the default drawing standards and Format Size


416 416

Notes:

Starting a Drawing with a Blank Sheet 1


Notes:

Defining the Main Views


You will learn how to define the main views for a drawing using the View Wizard. The geometry will be generated into these views from the associated Part Document.


417 417


Notes:

Creating Views … Views can be created in various ways: 1- View Wizard 2- Individually one by one

1

• The View Wizard is a quick way to select predefined view configurations or define a customized view configuration.

2


• Many types of views can be created one by one in an “as needed” approach.


418 418


Notes:

Creating a Front View (1/2) Create a front view either from a part, sub-body of a part, product, or from the sub-part of a product using a reference plane. 1

Start the drawing with a blank sheet

Note: the Front View is used as the defining view when creating projection views.


2


Select the Front View icon

3

Switch or activate the CATPart or CATProduct document (window) 419 419


(Optional) Select the bodies or parts to display in the tree (use Ctrl key). If none is selected, all bodies or parts will be displayed. Or select a local view axis to set the view origin.

Select anywhere on the drawing sheet to generate the view

420 420

Preview of the front view

6


Select your front view plane. A preview will be shown on the drawing sheet.

5


Notes:

Creating a Front View (2/2) 4


Notes:

Rotating the Front View Background with the View Manipulators (1/2) Before accepting the view, it can be reoriented with the view manipulator

clicking right arrow clicking up arrow


• Up, down, right and left arrows flip background plane view 90 degrees. • Center left and right arrows rotate view 30 degrees in the same plane. The 30 degrees increment can be changed with the contextual menu on the dial.


clicking center left arrow

• When finished, click on dial center or anywhere on sheet to generate the Front View. 421 421


• Set the angle of Rotation

• Set the increment of Rotation


• Set free Rotation


422 422

Notes:

Rotating the Front View Background with the View Manipulators (2/2) View Manipulator contextual menu settings


Notes:

The View Wizard The VIEW WIZARD provides the ability to quickly create a variety of standard view configurations or build a specific view configuration. All Views

View Wizard (Step 1) Predefined view configurations.

Front, Top and Left Views Front, Bottom and Right Views


View Wizard (Step 2)


Individual view choices for creating a specific view configuration. Add, delete and rearrange the views as needed. 423 423


Notes:

Generating Main Views with the View Wizard Quick Method (1/3) The process to use the view wizard to quickly build views on a blank drawing sheet.

1

Select one of the view configuration and the Next button for additional views


2

Select View Wizard


3

Select and place any additional views (Isometric view) to the existing view configuration and select the Finish button

424 424



Select the face on the 3D part for the Front view background plane.

5

A preview of your view configuration appears on the drawing sheet.

A preview of the Front view appears in Part Design Workbench when preselected (highlighted) by the cursor


425 425

Notes:

Generating Main Views with the View Wizard Quick Method (2/3) 4



Select anywhere on the drawing to generate and modify the individual view location as needed


426 426

Notes:

Generating Main Views with the View Wizard Quick Method (3/3) 6


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Starting a Generative Drawing, Defining the Main Views Documentation:


Books: Mechanical Design Solution Generative Drafting Product


427 427


Notes:

To Sum Up …

In this lesson you have seen…


How to generate the geometry of the main views either automatically or manually while the part to be drawn is in the Part Design workbench Ways to define views on a blank drawing


428 428


Notes:

Additional View Generation In this lesson you will generate section, detail, auxiliary, isometric and broken views on a drawing.


Adding Section Views and Cuts Adding Secondary Views Sum Up



429 429


Notes:

Adding Section Views and Cuts


You will learn how to add section views and section cuts to the drawing


430 430


Notes:

What are the different types of Sections Views ? There are 3 main types of sectional views; "full section", "offset" or "aligned" depending on how the cutting plane is defined.

Offset Sections Simple Offset Section

Complex Offset Section

Aligned Sections


Aligned sections, also called "revolved" sections, has a cutting plane revolving around an axis


431 431


Notes:

Section Views and Section Cuts … Reminder of the differences of a section view (Offset or Aligned) and section cut (Offset or Aligned)

Section View: A view of the cutting plane and any geometry that extends beyond the cutting plane in the direction of the sight (arrows).


Section Cut: A view of only the material that the cutting edge touches when passing through the part.


432 432


2

To add a section view on this drawing

Activate the front view and select the desired Section View icon 2

3

Select the circle A, double click at B, then place the view C

4

The section is added

(A) (C)


(B)


Note : Preview appears

433 433

Notes:

Adding a Simple Section View on a Drawing 1


Notes:

Adding Secondary Views You will learn how to add secondary views

Isometric Views

Breakout Views


Detail Views


Clipped Views Broken Views

434 434


Notes:

What are secondary Views ? (1/2)

2

Secondary Views are added to improve the clarity of the description of a part through better visualization and/or to aid in dimensioning. There are seven types of secondary views. Secondary Views:

1

1) Detail Views: A detail view is defined by a "callout" on an existing view around the area to be enlarge for the new view. The callout can be a circle or an free-hand sketched profile. 2) Clipped Views: A clipping view is defined by a “callout” on an existing view. The callout can be a circle or an free-hand sketched profile and the clipping will remove all the existing view’s geometry that is not in the callout.

4 3


3) Isometric Views: An isometric view is the projection of the 3D part and its relation to the current rotation of the XYZ plane. 4) Broken Views: A broken view is defined by adding break lines to determine an area of the view that will be removed. Views can be broken horizontally or vertically.


435 435


Notes:

What are secondary Views ? (2/2) 6

Secondary Views:

5

5) Breakout Views: A breakout view allows the creation of a local cut (by a plane) in order to see the inside of a part without cutting it totally. 6) Auxiliary Views: An auxiliary view is a view created in a given direction which is not a direction that can be obtained with a standard view 7


7) Unfolded Views: An Unfolded view is a view that can only be obtained from a Sheet Metal part. This kind of view unfolds the sheet metal part in accordance with the rules which have been applied to the bends


436 436


Select the Isometric icon

2

Select a face on the part in the Part or Product document

(A)

4

A preview of the Isometric View displays


3


Select anywhere on the drawing to generate the view

437 437

Notes:

Adding an Isometric View 1


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Adding Section Views and Cuts, Adding Secondary Views Documentation:




438 438


Notes:

To Sum Up…



How to add section views and section cuts to a drawing How to add secondary views


439 439


Notes:

Editing View’s Layout and Properties In this lesson you will change the layout of views on a drawing and change the properties of the views.


Editing a View and Sheet Properties Repositioning Views Modifying Views Modifying of Section, Detail and Auxiliary Profiles Sum Up



440 440


Notes:

Editing view and sheet properties


You will learn how to edit the view and sheet properties.


441 441


Notes:

What are view and sheet properties?


View and Sheet properties control all the variables related to specific views and sheets of the drawing.


442 442


2

Select the view to modify in the tree or View frame and Properties with the contextual menu

Select the View or Graphic tab and change the necessary options, here : (A) View name (B) Dressup to have fillets on (C) Visualization to remove the frame

C B


A


443 443

Notes:

View Properties 1


Notes:

Sheet Properties 1

Select the Sheet (Sheet1) in the tree and Properties in the contextual menu to change its name.

2

Modify the Sheet name, scale, or projection method (ANSI or ISO).

(2)


(1)


Use this option to generate the views on the sheet using the 3rd angle projection method (ANSI)

444 444


Notes:

Repositioning Views


You will learn how to reposition views on a single sheet and how to move views from one sheet to another sheet.


445 445


Notes:

Repositioning views on a single sheet 3

Views can be repositioned in four different ways. Repositioning Views Options: 1 Maintaining alignment with “Parent” Front view 2 Without maintaining alignment with “Parent” Front view 3 Relative positioning 4 Text and View positioning tool 1

4


2


To break the alignement 446 446


Notes:

Repositioning views on sheet A view can be repositioned (moved) to another location

1

Select the frame of the view to move and drag it to the correct position


View frame


2

Select the “Do not align views” in the contextual menu first if the desired position is to be not aligned with the Front view.

447 447


2

Select the view or views to be aligned

3


4


Select the positioning tool Icon Select the desired positioning option (Vertical Distribute)

The views will move accordingly (aligned vertically at an evenly distributed distance)

448 448

Notes:

Moving views on a sheet with the Positioning Tool 1


Notes:

Modifying Views


You will learn how to modify views by deleting views, isolating views, duplicating geometry in a view, and product instance filtering in a view.


449 449


Notes:

Deleting Views Views can be selected from the specification tree or from the geometry on the drawing.

2

1

They can be deleted with the following options: 1) Edit + Delete to delete the selected views 2) Contextual Menu Delete option


3) Using the Delete key on the keyboard to delete the selected views


450 450


Notes:

Duplicating elements in a Generative View Duplicate interactive elements can be created over the generative elements

Activate the View containing the elements to duplicate


1


2

Within the active view, select the elements to be duplicated

3

Select the contextual menu Duplicate Geometry

451 451


Notes:

Modifying of Section Profiles.


You will learn how to modify the geometrical properties of the definition profile of Section, Detail and Auxiliary views..


452 452


Notes:

Why change the Profile? The design of your parts or products will evolve with time. CATIA allows you to modify the arrangement of views, and to modify the section, detail and auxiliary views to clarify your drawings.


Original part

Original associated drawing


New version of the part

Updated drawing, section view modified 453 453


Double click on the Section view callout to open the ‘Edit/Replace’ toolbar which allows you to perform several kinds of modifications.

2a


3


Move the section profile : select the callout. Drag and drop at a new location.

Select on the ‘End Profile Edition’ icon to apply the modifications.

454 454

Notes:

Modifying Section View Profile (1/3)

1





2b

3

Inverse the view direction : select the ‘InvertProfile direction’ icon. Select on the ‘End Profile Edition’ icon to apply the modifications.

455 455

Notes:

Modifying Section View Profile (2/3)

1



2c


3


Replace the profile : select the ‘Replace Profile’ icon. Create your new profile to replace the old one.

Select on the ‘End Profile Edition’ icon to apply the modifications.

456 456

Notes:

Modifying Section View Profile (3/3) 1


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Editing Views and Sheet Properties, Repositioning Views, Modifying Views, Modifying a section profile Documentation:




457 457


Notes:

To Sum Up…


How to Edit properties for a view, sheet and drawing How to manage views


How to duplicate generative geometry How to modify Section, Detail and Auxiliary view profiles


458 458


Notes:

Finalizing the Drawing and Printing In this lesson you will see how to finalize the drawing and how to print it


Checking for Changes Printing the drawing Sum Up



459 459


Notes:

Checking for Changes You will learn how to check the drawing for 3D changes in the Part

60


40


460 460


Notes:

Matching Drawing with Modified 3D Part Watch out for the Update icon: if it is highlighted, it means that the drawing needs to be updated to reflect the changes that were made on the 3D part it represents


1


Select the update icon to re-generate the view and modify any dimensions

40

60 461 461


Notes:

Checking Links to 3D Parts To check if the drawing is up to date, you may have to load the represented part(s). 1

Select the Edit + Links menu

2

Select the desired view.


3 the “Pointed Documents” tab when you do not know the name of the 3D part. Select


4

Select the “Open” button to load the part automatically

462 462


Notes:

Printing the Drawing


You will learn how to Print the drawing


463 463


Notes:

Printing a Drawing From the File menu, 1. use Print to direct the drawing to the selected printer or plotter 2. use Preview button… to check what will be printed

2


1


464 464


Notes:

Print User Interface 1) Printer: Select the printer or key in a file name to print to. 2) Position and Size: Define the position and size of the geometry on the page 3) Print Area: Define the area to print 4) Page Setup: Define the area to print 5) Print Options: Define the print options

1

2 3 4


5


465 465


Notes:

Print Options


Three options tabs are provided for customizing the printed output


466 466


Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Checking for Changes, Printing the Drawing Documentation:




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Notes:

To Sum Up ...



How to check the changes in the 3D Part


How to Print a drawing 468 468


Notes:

Dimensioning and Annotating In this lesson you will dimension and annotate a drawing and learn how to control every aspect of a dimension or a text.


Terminology Manual Dimensioning Linear and Angular Dimensions Radius and Diameter Dimensions Chamfer Dimensions Thread Dimensions Dimension Systems



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Notes:

Dimensioning Introduction and Terminology


You will be introduced to dimensioning and the dimensioning terminology


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Notes:

What are Dimensions ? Dimensions define the size and functional intent of a part. These dimensions are used to create a fabrication drawing for a manufacturer to build the Part.


Fabrication Drawing

Part


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Notes:

Dimensioning Terminology and Tools Dimension Cumulated Dimension

Terminology:

Tools:

Stacked Dimension

Text above the main value Text after the main value

Text before the main value Main Value

Automatic Dimensioning

Tolerance Text

Text with Leader

Extension line

Text Replicate Balloon Overrun

Datum Target

Extension gap (Blanking) Datum Dimension line


Geometric Tolerances


Text under the main value Roughness symbol Weld Symbol Weld

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Notes:

Manual Dimensioning


You will create and modify the different types of manual dimensions.


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Notes:

What are the Different Types of Manual Dimensions? (1/2) CATIA allows you to generate different types of manual dimensions

Linear Dimensions

Angular Dimensions

Radius Dimensions


Diameter Dimensions


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Notes:

What are the Different Types of Manual Dimensions? (2/2) CATIA allows you to generate different types of manual dimensions

Chamfer Dimensions

Thread Dimensions

Coordinate Dimensions

Hole Dimension Table


Coordinate Dimension Table


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Notes:

What are the Different Types of Dimension Locators? CATIA allows you to locate manual dimensions with five types of positioning tools 2 1

Projection Dimensions

The placement of the cursor determines the dimension that will be created

Forced on element

Regardless of the cursor placement the dimension is forced to be parallel with the element selected 3

Forced Horizontal

Regardless of the cursor placement the dimension is forced Horizontal to the element selected

Cursor position Cursor position

4

Regardless of the cursor placement the dimension is forced Vertical to the element selected


5

Cursor position


Forced Vertical

True length

Regardless of the view orientation the dimension is the exact length of the 3D element selected

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Notes:

Linear and Angular Dimensions


You will create linear and Angular dimensions


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Distance:


Locating holes:

Locating features:

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Notes:

What is a Linear Dimensions Used For ?

Length:


1

Select Dimension icon with the Projected placement option

2

Select the edge you want to dimension

3

Select the dimension line, and drag it to the desired place, then release the mouse button

4

In order to validate the dimension creation, select anywhere on the drawing :


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Notes:

Dimensioning a Length



4

Select the dimension line and drag it to the desired position, then release the mouse button




2

Select the first edge

5

3

Select the second edge

In order to validate the dimension, select anywhere on the drawing with the left mouse button

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Notes:

Dimensioning a Distance

1




4



2

Select the first circle

3

5

Select the second circle

In order to validate the dimensions, select anywhere on the drawing with the left mouse button

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Notes:

Locating Holes 1


1

Select Dimension icon

2

Select the true Dimension length dimension mode

3

Select an element in an Isometric View

4



5

In order to validate the dimensions, select anywhere on the drawing with the left mouse button 482 482

Notes:

True Length Dimension



Notes:

What are Angle Dimensions Used For?

Simple Angle: Chain Angles:


Direct or Complementary Angle:


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Select the dimension line and drag the dimension to the desired position, then release the mouse button


4



2


3

5


In order to validate the dimension, select anywhere on the drawing

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Notes:

Simple Angle Dimension

1


Notes:

Radius and Diameter Dimensions


You will create radius and diameter dimensions.


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2

3


5

Select the radius you want to dimension


The dimension may appear by default as a diameter dimension (it is the same as the last radial dimension done), in that case, we need to turn it to a radius one

Select the dimension line, and with the left mouse button held down, drag in rotation the dimension to the desired place, then release the mouse button


4

6

Place the cursor on the dimension then, with the right mouse button held down, move the cursor to the Dimension type -> Radius Center option then release the mouse button

In order to validate the dimension creation, select anywhere on the drawing:

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Notes:

Simple Radius Dimension 1


2


Select the circle to dimension

(2)

3 The diameter dimension appears as shown below


5


4

Select the dimension line, and drag in rotation the dimension to the desired place, then release the mouse button

In order to validate the dimension creation, select anywhere on the drawing :

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Notes:

Diameter Dimension 1


Notes:

Chamfer Dimensions


You will create chamfer dimensions.


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Select the Chamfer Dimension icon, under the Dimensions icon, and the Chamfer format and representation from the Tools toolbar.

Click in the free space to end the chamfer dimension creation.


Select the first, then the second reference surface


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Select a chamfer line or surface to be dimensioned.

2

4

3

Notes:

Chamfer Dimensions 1


Notes:

Creating Thread Dimensions


You will create thread dimensions.


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Notes:

Creating Thread Dimensions Create associative thread dimensions For top view representation For side view projection 1

Apply the Thread specifications

2

Select the Thread Dimension icon

4

Example results:

4a

Select the Thread representation to dimension


3


4b

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Notes:

Dimensions System You will create system dimensions. Chained:


Cumulated:


Stacked:

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1


2


4

Select the next edge

5

Select the next edge


3

6


In order to validate the dimensions, select anywhere on the drawing

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Notes:

Chain Dimensions



Select all the other points or edges of your cumulated system (as many as you want).


3

Select the Stacked Dimensions icon under the Dimensions icon.


2

Select the origin point or edge of your cumulated system.

4

Select in the free space to end the cumulated dimension system creation.

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Notes:

Stacked Dimensions 1


1

Select the Cumulated Dimensions icon under the Dimensions icon.

2

Select the origin point or edge of your cumulated system.

3

Select all the other points or edges of your cumulated system (as many as you want).

4

Select in the free space to end the cumulated dimension system creation.


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Notes:

Cumulated Dimensions



Notes:

Additional Reference Material Additional information can be found in the following reference material Companion: Skillets: Manual Dimensioning, Creating and Modifying Linear Dimensions, Creating and Modifying Angle Dimensions, Creating and Modifying Radius Dimensions, Creating and Modifying Diameter Dimensions, Creating and Modifying Chamfer Dimensions, Creating Thread Dimensions, Creating System Dimensions


Documentation: Books: Mechanical Design Solution Generative Drafting Product


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Notes:

To Sum Up ...


This concludes the lesson on dimensioning and annotating: Dimension Terminology Manual Dimensioning Linear Dimensions Angle Dimensions Radius Dimensions Diameter Dimensions Chamfer Dimensions Thread Dimensions System Dimensions


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Notes:



EDU-CAT-E-V5F-FX-V5R13 book Generative Drafting Master Exercise


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Tutorial Catia V5

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