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Creo Software Training Manual
Creo Software Training Manual
Creo Software Training Manual
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Concept: Direction Patterning in the First Direction............................................................... 152
Procedure: Direction Patterning in the First Direction............................................................154
Procedure: Direction Patterning in the Second Direction....................................................... 158
Procedure: Axis Patterning in the Second Direction................................................................163
Concept: Understanding Assembly Theory..............................................................................167
Concept: Creating New Assembly Models.............................................................................. 168
Procedure: Creating New Assembly Models........................................................................... 170
Concept: Understanding Assembly Constraint Status............................................................. 175
Concept: Assembling Components using the Default Constraint........................................... 177
Procedure: Assembling Components using the Default Constraint........................................ 178
Concept: Orienting Components..............................................................................................181
Procedure: Orienting Components...........................................................................................185
Procedure: Creating Coincident Constraints using Geometry................................................ 190
Procedure: Creating Coincident Constraints using Datum Features....................................... 195
Procedure: Creating Distance Constraints............................................................................... 200
Procedure: Creating Parallel, Normal, and Angle Constraints................................................ 207
Concept: Analyzing Drawing Concepts and Theory................................................................210
Concept: Analyzing Basic 2-D Orientation.............................................................................. 211
Concept: Creating New Drawings and Applying Formats...................................................... 214
Procedure: Creating New Drawings and Applying.................................................................. 216
Procedure: Creating and Orienting General Views.................................................................. 218
Concept: Utilizing the Drawing Tree....................................................................................... 221
Procedure: Utilizing the Drawing Tree.....................................................................................222
Procedure: Managing Drawing Sheets.....................................................................................226
Procedure: Adding Drawing Models........................................................................................231
Procedure: Creating Projection Views..................................................................................... 235
Procedure: Creating Cross-Section Views............................................................................... 238
Procedure: Creating Detailed Views........................................................................................ 242
Creating Drawing Annotations................................................................................................. 245
Concept: Analyzing Annotation Concepts and Types.............................................................. 245
Concept: Creating Tables from File..........................................................................................247
Procedure: Creating Tables from File.......................................................................................248
Concept: Creating BOM Balloons........................................................................................... 252
Procedure: Creating BOM Balloons........................................................................................ 254
Procedure: Showing, Erasing, and Deleting Annotations....................................................... 261
Concept: Publishing Drawings.................................................................................................268
Procedure: Publishing Drawings..............................................................................................270
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Introduction to Creo Parametric 3.0 - Fundamentals
Understanding Creo Parametric Concepts
Module Overview:
In this module, you learn about the basic concepts and benefits of solid modeling using Creo Parametric.
You then learn how complex models can be easily created using a combination of simple features.
Parametric capabilities that are native to Creo Parametric enable you to easily add design intent and
make design changes. Associativity means that a change made to your solid model design is
automatically propagated to all referenced objects, such as drawings, assemblies, and so on. You also
learn how a model-centric modeler enables the creation of downstream deliverables with references to,
and driven by, the design model.
Finally, you learn how to recognize some of the basic file extensions used to identify different types of Creo
Parametric objects.
Objectives:
After successfully completing this module, you will be able to:
The models contain material properties such as mass, volume, center of gravity, and surface area.
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Figure 1 Mass Properties
As features are added or removed from the model, these properties update. For example, if you add a
hole to a model, then the mass of the model decreases.
In addition, solid models enable tolerance analysis and clearance/interference checking when placed into
assemblies.
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Concept: Understanding Feature-Based Concepts
Understanding Feature-Based Concepts
Creo Parametric is a feature-based product development tool. The models are constructed using a series
of easy to understand features rather than confusing mathematical shapes and entities.
The geometric definition of a model is defined by the type of features used and the order in which each
feature is placed. Each feature builds upon the previous feature and can reference any of the preceding
features, therefore enabling design intent to be built into the model.
Individually, each feature is typically simple; however, as they are added together, they form complex parts
and assemblies.
First, an extrusion is created, which forms the overall shape and size of the model.
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Concept: Understanding Parametric Concepts
Understanding Parametric Concepts
Creo Parametric models are value-driven, using dimensions and parameters to define the size and
location of features within the model. If you edit the value of a feature dimension, that feature updates
accordingly. The change then automatically propagates through to related features in the model and
eventually updates the entire part.
Parent/Child Relationships
Relationships between features in Creo Parametric provide a powerful tool for capturing design intent.
During the modeling process, design intent is added as one feature is created with reference to another.
When creating a new feature, any feature referenced during its creation becomes a parent of the new
feature. The new feature referencing the parent is referred to as a child of the parent. If the parent feature
is updated, any children of the parent update accordingly. These relationships are referred to as
parent/child relationships.
This example shows a piston model intersected with a hole feature. In the middle figure, the piston height
is modified from 18.5 to 25. Notice that the hole moves upward as the piston height increases. The design
intent of the piston is to have the hole located at a specified distance from the top of the piston. The hole
maintains that distance regardless of how tall the piston becomes. This intent was added by dimensioning
the hole to the top surface of the piston.
Alternatively, if the intent of the design is to have the hole located at a specified distance from the bottom of
the piston, the hole would be dimensioned from the bottom surface of the piston, yielding a different result
when the height of the piston is modified.
The right most image in the figure shows modifications made to the location and diameter of the hole.
Best Practices
When creating features in your model, try to reference features and geometry that are robust, unlikely to
be deleted, and provide the desired design intent. While this is not always possible, striving to do so helps
you build robust, easy-to-modify models.
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Concept: Understanding Associative Concepts
Understanding Associative Concepts
Bi-directional associativity means that all changes made to an object in any mode of Creo Parametric are
automatically reflected in every related mode.
Figure 1 Associativity
For example, a change made in a drawing is reflected in the part being documented in the drawing. That
same change is also reflected in every assembly using that part model.
It is important to understand that the associativity between different modes is possible because the part
shown in a drawing is not copied into the drawing, but rather associatively linked to the drawing. Likewise,
an assembly is not a large file containing copies of every part in the assembly, but rather a file containing
associative links to every model used in the assembly.
Best Practices
Because drawing and assembly files have associative links to the models contained in them, these
objects cannot be opened without the presence of the models they contain.
Essentially, you cannot send your colleague only a drawing file to open. He or she must have the drawing
file along with any model referenced in the drawing. For an assembly, he or she must have the assembly file
and all models used in the assembly.
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Concept: Understanding Model-Centric Concepts
Understanding Model-Centric Concepts
In a model-centric product development tool, the design model is the common source for all deliverables
utilizing that specific design model. This means that all downstream deliverables point directly to a
common design model. The model is referenced as components in assemblies, views in a drawing, the
cavity of a mold, geometry meshed in an FEM model, and so on.
Figure 1 Model-Centric
The benefit of using a model-centric development tool is that a change made to the design model
automatically updates all related downstream deliverables.
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Figure 1 Part File
.asm This extension represents an assembly object. An assembly file contains pointers and
instructions that identify and position a collection of parts and sub-assemblies.
.drw This extension represents a 2-D drawing. The drawing file contains pointers, instructions,
and detail items for documenting part and assembly models in a drawing.
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Figure 3 Drawing File
Objectives:
After successfully completing this module, you will be able to:
Rename objects.
Edit features.
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Concept: Renaming Objects
Renaming Features
You can see that the model tree is more intuitive once the features have been renamed with more
descriptive names. As a result, it is much easier to find a feature when it needs to be edited.
You can rename model features by using any of the following methods:
Select the feature in the model tree or graphics window, then right-click and select Rename from
either the graphics window or model tree.
Select the feature to be renamed in the model tree. Once selected, select it again from the model
tree.
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Names can contain up to 31 characters and may not include spaces.
Renaming Components
To avoid assembly failures, you must rename components within the context of the assembly instead of
using Windows Explorer to rename components on the hard drive.
Rename on disk and in session The system renames the component both in system memory
and on the hard drive.
Rename in session The system renames the component only in system memory.
Click File > Manage File > Rename from the File menu to rename components. Within the Rename dialog
box, as shown in Figure 2, you can click Commands And Settings , and then select the component to
be renamed from either the model tree or graphics window.
Operations valid for undo or redo include creating, deleting, editing, redefining, suppressing, resuming,
patterning, and reordering.
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Figure 1 Pop-Up Text
Undo List You can select one or many sequential actions to undo.
By default, Auto Regenerate is enabled. However, if you wish to make multiple changes to a feature or
features before regenerating the model, you can toggle Auto Regenerate off temporarily.
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Figure 1 Auto Regenerate Toggled Off
When Auto Regenerate is toggled off, you can only edit dimensions directly, and all draggers are toggled
off. You also cannot drag section entities.
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Concept: Editing Features
Editing Features
Edit is a menu selection available from the model tree or pop-up menu. After selecting Edit, the
dimensions of the selected features or components display in the graphics window. You can also double-
click a feature to open Edit mode.
Using Edit, you can quickly change the dimensions of a selected feature using one of the following
methods:
Edit the dimension directly To edit a dimension directly, simply double-click it and edit its value.
Edit using the Most Recently Used option When you edit a models dimensions, you can also
utilize the Most Recently Used option. When you double-click a dimension, a drop-down list displays
the most recent values of the model. You can select a suitable value from this list.
The Most Recently Used option only displays recent values from the current session. It does not
display values used in previous Creo Parametric sessions.
Use draggers Drag the handles that display for rounds and chamfers, pattern dimensions, or a
features depth or angle.
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Figure 2 Dynamically Editing Depth
You can also use the dimension draggers that display over the arrow heads of certain dimensions to
dynamically edit that specific dimension.
Drag section entities You can drag a sections entities to dynamically update the geometry.
If you edit a feature in such a way that it cannot successfully regenerate, a caution icon displays next to
your cursor and the geometry displays red. You can simply undo the edit or edit the feature back to a
successful status. Other affected downstream features that do not successfully regenerate display in blue.
Display Draggers Enables you to toggle the display of drag handles on and off.
Display Dimensions Enables you to toggle the display of dimensions on and off. When
dimensions are toggled off, you can still drag the features section entities.
Display Sketch Dimensions Enables you to toggle the display of the section dimensions on and
off. When section dimensions are toggled off, you can still drag the sections entities
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Auto Regenerate Enables you to toggle the auto regenerate function on and off. When auto
regenerate is toggled off, all draggers are toggled off, and you can only update dimensions directly
or drag section entities. The geometry is not dynamically updated, and you must manually
regenerate the model.
Figure 1
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Figure 2
8. Click once in the background.
Figure 3
10. Click in the background to exit Edit mode.
11. Click Named Views from the In Graphics toolbar and select 3D.
12. In the model tree, select Extrude 1, right-click, and select Edit.
13. Click the circular section and drag it to a diameter of approximately 12.5.
Figure 4
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14. Click twice in the background to exit Edit mode.
15. In the model tree, select Extrude 4, right-click, and select Edit.
16. Right-click and select Display Sketch Dimensions to toggle their display off.
17. Drag the depth handle to approximately 21.
Figure 5
18. Right-click and select Display Sketch Dimensions to toggle their display on.
19. Click twice in the background to exit Edit mode.
Figure 6
23. Notice that the orange preview geometry disappears.
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Figure 7
Figure 8
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Concept: Editing Features using Edit Definition
Editing Features using Edit Definition
Using Edit Definition, you can significantly change the model by redefining the following aspects of a
feature:
References Change the location of the feature or change the dimensional references.
Options Change the additional details of the feature, such as its depth.
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Figure 3 Modifying a Features Depth
When you finish editing the definition of a feature, the system automatically regenerates the model for you
to incorporate the changes you have just made.
1. Editing with the dashboard This is the graphical area in which you can change a feature's type,
size, shape, and location.
2. Editing with drag handles You can directly change features on a model by manipulating the
drag handle. Your changes display dynamically in the graphics window.
3. Using the various context-sensitive options Accessed by right-clicking the dynamic preview or
drag handles.
The set of icons along the right side of the dashboard perform the following operations:
Preview Feature Provides a preview of how the completed feature or component will look
in the graphics window.
Pause Feature Pauses the current feature's edit definition operation, enabling you to
perform other functions such as inserting datum features.
Resume Feature Resumes a paused feature's edit definition operation.
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Procedure: Editing Features using Edit Definition
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Edit\Definition folder and click OK
3. Click File > Open and double-click EDIT-DEFINITION.PRT.
Figure 1
5. In the model tree, right-click UPPER and select Edit Definition.
6. In the dashboard, select the Options tab.
7. Edit the Side 1 depth to To Selected .
8. Select the lower front surface.
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Figure 2
11. Click Complete Feature .
Figure 3
12. In the model tree, right-click BASE and select Edit Definition.
13. In the graphics window, select the square sketch.
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Figure 4
14. Click Complete Feature .
Figure 5
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Creating Sketcher Geometry
Module Overview:
Most 3-D geometry created in Creo Parametric begins with a 2-D sketched section. Consequently,
sketching is one of the most fundamental, consistently performed operations.
In this module, you review sketcher theory and learn how to create a robust, predictable sketch. You also
learn the tools available for creating sketch geometry.
Objectives:
After successfully completing this module, you will be able to:
Learn how to sketch lines, centerlines, rectangles, circles, arcs, fillets, and chamfers.
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Figure 3 Sketch Placed on a 3-D Model
Once the sketch is placed, it can be used to create solid features, as shown in Figure 2.
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Figure 2 Sketches are Used to Create Solid Features
Notice that the same sketch can be used to create two completely different types of geometry.
How it is constrained Changing how a sketch is constrained affects the predictable behavior of
the sketch, thereby varying design intent.
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Figure 2 Design Intent Captured with Constraints
How it is dimensioned Changing how a sketch is dimensioned affects the predictable behavior
of the sketch, again varying design intent.
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Design intent has not been applied to it. When you edit the sketch, you cannot predict how it behaves.
The bottom image in Figure 1 shows the desired sketch to be achieved. Sketcher helps you apply design
intent to your sketch so it appears as the bottom image, not the top image.
Start by sketching the rough shape of your desired sketch. Sketcher begins to dynamically apply
constraints to help you lock in your sketch. For example, if you sketch a line approximately vertical,
Sketcher dynamically applies a vertical constraint to that line, helping you lock in design intent. When you
stop sketching, a series of light blue dimensions appears in addition to your constraints.
Sketcher must maintain a fully defined sketch at all times. The dimensions and constraints
maintain the size, shape, and location of all sketched items, which helps you capture design intent. If
needed, you can modify the default dimension scheme by editing or adding dimensions to properly
capture your intended design intent.
Weak items are light blue, whereas Strong items are dark blue.
Sketcher adds or removes Weak items as necessary to maintain the fully constrained sketch.
Strong items are Weak items that were made strong either directly or by modifying them.
These Sketcher Display types can be found in both the In Graphics toolbar and the Setup group in the
Sketch ribbon tab.
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The Sketcher Display for a given exercise is included within the procedure and exercise steps where
applicable. When you see the sketcher display icons in exercises, you should set your sketcher
display to match. Consider the following example:
Enable only the following Sketcher Display types:
This step indicates that you should enable the display of dimensions, constraints, and vertices.
Highlight Open Ends The endpoints of entities not common to more than one entity are
highlighted. For example, any open ends of the sketch are highlighted. The highlight appears as a
large red square on the open endpoint.
Shade Closed Loops The area inside entities that form a closed loop is shaded. The
default shading color is pale yellow.
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Concept: Utilizing Constraints
Utilizing Constraints
Constraining the sketch is an important means to capture design intent. As you add constraints, you add logic
to your sketches. You also minimize the number of dimensions required to document your design intent. This
is why it is important to constrain your sketched entities before dimensioning your sketch.
The following table lists the available constraints, which can be activated from the Constrain group in the
Sketch tab of the ribbon, or by selecting multiple entities and right-clicking:
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Constraint Description
Tangent Makes lines tangent to arcs and circles.
At any time, you can select a constraint from the sketch, click the Constrain drop-down menu, and select Explain.
The Message Log provides an explanation of the constraint.
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Sketcher\Constraints folder and click OK
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3. Click File > Open and double-click CONSTRAINTS.PRT.
Task 1. Apply the Equal, Horizontal, and Coincident constraints to the Sketch 1 feature.
1. Disable all Datum Display types.
Figure 1
When using the Equal constraint, you can select two or more entities or dimensions to set them equal.
5. Click Horizontal from the Constrain group and select the center of each circle.
Figure 2
6. Select One-by-One from the Select types drop-down menu in the Operations group.
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7. Drag the circle centers to test the Horizontal constraint.
Figure 3
11. Click OK from the Sketch tab in the ribbon.
Task 2. Apply the Midpoint and Coincident constraints to the Sketch 2 feature.
1. Edit the definition of Sketch 2.
Figure 4
4. Click Coincident
.
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5. Select the circle radius, then select the upper-right rectangle vertex.
Figure 5
6. Click OK
. 7.
Task 3. Apply the Perpendicular, Equal, Vertical, and Coincident constraints to the Sketch 3
feature.
1. Edit the definition of Sketch 3.
2. Click Perpendicular from the Constrain group and select the upper and right lines.
3. Click Parallel from the Constrain group and select the upper and lower lines.
Figure 6
4. Middle-click twice to enable selection.
5. Press CTRL and select the upper and lower lines, then right-click and select Equal.
6. Select the left line, then right-click and select Vertical.
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Figure 7
7. Select the right line, press CTRL, select the vertical reference, then right-click and
select Coincident.
8. Select the lower line, press CTRL, select the horizontal reference, then right-click and
select Coincident.
Figure 8
9. Click OK
.
For most constraint types, you can select entities first, and then right-click to apply the desired
constraint.
Task 4. Apply the Coincident, Tangent, and Symmetric constraints to the Sketch 4 feature.
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Figure 9
3. Press CTRL and select the endpoints on either side of the gap.
Figure 10
5. Click Symmetric from the Constrain group and select the upper vertex of the right arc, the
upper vertex of the left arc, and the vertical centerline.
6. Click One-by-One .
Figure 11
7. Drag the centerline to the right.
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Figure 12
8. Click OK
.
When a constraint appears, you can perform the following manipulations to further aid you while
sketching:
Lock constraint Enables you to lock the constraint so the geometry remains snapped. Locked
constraints are denoted by circles, as shown in Figure 1.
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Figure 1 Locking a Constraint
Disable constraint Enables you to disable the constraint so it does not influence the geometry.
Of course, you can always re-enable the disabled constraint. Disabled constraints are denoted by
slashes, as shown in Figure 2.
Disable constraints from appearing on-the-fly Enables you to sketch an entity without any on-
the-fly constraints appearing.
Toggle active constraint When a constraint appears on-the-fly while sketching, it displays in
green and is considered active. When more than one constraint appears at the same time, only one
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can be the active constraint. The active constraint has the previously defined manipulations applied
to it. The toggle manipulation is only available if more than one on-the-fly constraint appears at the
same time. In Figure 3, the Equal Length constraint is active in the left image and the Horizontal
constraint is active in the right image.
The following table lists the manipulations available and the corresponding mouse and keyboard
operations:
Disable constraints from appearing on-the-fly Press and hold SHIFT while sketching the entity.
Manipulating the constraints on-the-fly does not cancel the Sketcher entity tool that you are using. For
example, if you are sketching a line and manipulate a constraint that dynamically appears, the Line tool
remains active.
Line Chain Select Line Chain from the Line types drop-down menu or right-click and select
Line Chain to create a line between two selected points. Each time you click the mouse, you start a
line point or endpoint. You can continue clicking the mouse to create lines that are chained together.
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The endpoint of one line is the starting point of the next line. You can either middle-click or select
another function from the Sketch tab in the ribbon to terminate line creation.
Tangent Line Select Line Tangent from the Line types drop-down menu to create a line
that is to two circles, two arcs, or a circle and arc. You can only select arcs or circles when
creating a Tangent Line.
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2. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Sketcher\Line folder and click OK
3. Click File > Open and double-click SKETCH_LINES.PRT.
4. Select Line Chain from the Line types drop-down menu in the Sketching group.
5. Click the existing line endpoint. Move the cursor down, and click again at the vertical and
horizontal reference intersection. Notice the Vertical constraint.
Figure 1
6. Move the cursor to the right, and notice the Horizontal constraint.
7. Continue to move the cursor to the right until you see the Equal Length constraint.
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Figure 2
8. Continue to move the cursor to the right until you see the Vertical Alignment constraint.
Figure 3
10. Move your cursor up and to the right to create a diagonal line. Continue to move the cursor
upward until you see the Parallel constraint.
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Figure 4
11. Continue to move the cursor to increase the line length until the Equal Length constraint appears.
Figure 5
12. Press TAB to toggle the active constraint to the Parallel constraint.
13. Press TAB again to toggle the active constraint back to the Equal Length constraint.
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Figure 6
15. Keeping the line parallel, continue to move the cursor to increase the line length.
Figure 7
18. Move the cursor to further extend the line length and click to finish the line creation.
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20. Click to finish the vertical line creation.
21. Move the cursor to the left and notice the Horizontal constraint. Drag the line horizontally to the
left until the Vertical Alignment constraint appears.
Figure 8
22. Click to finish the horizontal line creation.
23. Move the cursor down and drag the line vertically until it snaps to the arc endpoint. Click to finish
the vertical line creation.
24. Middle-click twice to stop sketching and exit the line creation tool.
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Figure 9
2. Select Line Tangent from the Line types drop-down menu in the ribbon.
3. Click the bottom of the smaller circle to begin sketching a line.
Figure 10
4. Move the cursor around the circle, and notice that the line stays tangent to the circle.
5. Click the top of the larger circle to complete the line. Notice the Tangent constraints.
Figure 11
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Figure 12
Figure 13
11. Click OK
.
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Figure 1 Symmetry Created using a Centerline
They are also used to control sketch geometry. In Figure 2, the circle is dimensioned to the vertical and
horizontal references.
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Figure 3 Dimensioning a Circle using a Centerline
Centerlines must be fully constrained by using dimensions or constraints like any other sketched entity.
They have infinite length and do not create feature geometry.
There are two types of construction Centerlines:
Centerline Select Centerline from the Centerline types drop-down menu or right-click and
select Centerline to create a Centerline through two points.
Tangent Centerline Select Centerline Tangent from the Centerline types drop-down menu
to create a centerline that is tangent to two circles, two arcs, or a circle and arc. You can only select
arcs or circles when creating a Tangent Centerline.
2. In the model tree, select CENTERLINE, right-click, and select Edit Definition.
3. Enable only the following Sketcher Display types: .
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Figure 1
4. Notice that the horizontal line is asymmetric about the vertical reference. Also notice the
dimensioning scheme for the angled line.
6. Press DELETE.
7. Select Centerline from the Centerline types drop-down menu in the Sketching group.
8. Click the intersection of the vertical and horizontal references to start sketching a centerline.
9. Move the cursor upwards and click the vertical reference to create a vertical centerline on top of
the vertical reference.
10. Click the intersection of the vertical and horizontal references to start sketching a second
centerline.
11. Drag the centerline until it measures approximately 70from vertical, and click to place it.
Figure 2
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12. Select Line Chain from the Line types drop-down menu.
13. Click in the top left quadrant of the graphics window to start sketching a line.
14. Move the cursor horizontally to the right side of the vertical centerline until it snaps symmetric
about the vertical centerline and click to place it.
Figure 3
16. Select One-by-One from the Select types drop-down menu, and click and drag one of the line
endpoints to resize it to a length of approximately 13. Notice that the line stays symmetrical about
the vertical centerline as it is resized.
17. Click Line Chain and select the right endpoint of the horizontal line.
18. Move the cursor down to the angled centerline, move the cursor up and down on the centerline
until the Perpendicular constraint appears, and click to complete the line.
Figure 4
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22. Click OK from the ribbon.
To create a slanted rectangle, select Slanted Rectangle from the Rectangle types drop-down menu.
When you sketch a slanted rectangle, you click two locations to define a line that becomes the first side,
and then specify a third location to define the width.
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To create a center rectangle, select Center Rectangle from the Rectangle types drop-down menu.
When you sketch a center rectangle, you click to define locations for the rectangle center and one corner.
The rectangle is created symmetrically in both directions using two diagonal construction lines that
connect opposite corners through the rectangle center.
To create a parallelogram, select Parallelogram from the Rectangle types drop-down menu. When
you sketch a parallelogram, you click two locations to define a line that becomes the first side, and then
specify a third location to define the width and side angle.
Figure 4 Parallelogram
You should create symmetric rectangles using the Center Rectangle type.
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2. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Sketcher\Rectangle_Parallelogram folder and click OK
3. Click File > Open and double-click RECTANGLE_PARALLELOGRAM.PRT.
Figure 1
Figure 2
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8. Click the intersection of the vertical and horizontal references to start the rectangle. Move the
cursor to the lower-right quadrant, and notice that the rectangle retains symmetry about its
vertical and horizontal without requiring centerlines.
Figure 3
14. Move the cursor to the right until the second rectangle snaps to equal length. Move the cursor
down until the second rectangle snaps to the bottom of the first rectangle, and click to complete
the rectangle.
Figure 4
1. Select Parallelogram from the Rectangle types drop-down menu in the Sketching group.
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2. Click the upper-right vertex of the second rectangle and then click the upper-right vertex of the
first rectangle.
3. Move the cursor up vertically until the height snaps to equal length, then click to complete the
parallelogram.
Figure 5
4. Select Slanted Rectangle from the Rectangle types drop-down menu in the Sketching group.
5. Click the upper-left vertex of the parallelogram to begin sketching.
6. Move the cursor to the vertical reference and upwards until the line snaps parallel, and then click.
7. Move the cursor up and to the right until it snaps to equal length, then click to complete the slant
rectangle.
Figure 6
8. Middle-click to stop sketching.
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9. Click OK in the ribbon.
Center and Point Select Center and Point from the Circle types drop-down menu and select
the location for the center and a location that determines the diameter. You can also right-click and
select Circle.
Concentric Select Concentric from the Circle types drop-down menu to create a circle that
is concentric about an existing circle or arc.
3 Point Select 3 Point from the Circle types drop-down menu and select three locations that
the circle must pass through.
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3 Tangent Select 3 Tangent from the Circle types drop-down menu and select three arcs,
circles, or lines which must be tangent to the circle.
4. Select Center and Point from the Circle types drop-down menu in the Sketching group.
5. Select the vertical and horizontal reference intersection.
6. Move the cursor out until the circle diameter snaps to equal diameter with the arc. Click to
complete the circle.
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Figure 1
Figure 2
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Figure 3
Figure 4
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Task 2. Sketch 3 point circles in Sketcher.
2. Select 3 Point from the Circle types drop-down menu in the Sketching group.
3. Select the line endpoint and a rectangle corner.
Figure 5
5. Click OK .
2. Select 3 Tangent from the Circle types drop-down menu in the Sketching group.
3. Select the upper circle.
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Figure 6
6. Click OK
.
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Figure 1 - Convex Fillet
63
Figure 3 - Radius Size Based on Pick Location
In addition to clicking the icon, you can right-click in Sketcher and select Fillet to create Circular Fillets.
4. Select Circular from the Fillet types drop-down menu in the Sketching group.
5. Select the two points to create the fillet.
64
Figure 1
6. The construction lines are automatically created.
Figure 2
8. Select two points to create the next fillet.
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Figure 3
Figure 4
66
Figure 5
14. Click OK
.
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You can also scale and rotate selected sketch entities.
to move the entities about Sketcher. To help properly place the entities, you can right-click and drag
to relocate the Location handle.
Click and drag the Scaling handle
to dynamically scale the entities or type a value in the Scaling factor field in the dashboard.
Click and drag the Rotate handle
to dynamically rotate the entities about the Location handle, or type a value in the Rotating angle
field in the dashboard.
You can also move the Location handle to a specified location in the sketch by activating the Reference
collector in the dashboard. When you select a reference, the Location handle snaps onto the reference.
Translating Sketches
Another available operation you can perform on pasted sketches is translating entities. To translate a
sketch, you can either click and drag the Location handle or type a distance value into the fields in the
dashboard. The Translate Reference is the location by which the translation distances are measured. The
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sketch can be translated parallel (horizontal) and perpendicular (vertical) to the Translate Reference. You
can retain the default translate reference or you can specify a different one.
8. Right-click the X Location handle and drag it to the upper arc endpoint.
69
Figure 1
9. Click the Rotation handle and drag it to rotate the sketch 90counterclockwise.
10. Click the X Location handle and drag it to reposition the sketch.
Figure 2
11. In the dashboard, edit the Scaling factor to 1 and the Rotating angle to 90, if necessary.
12. Click Accept Changes .
13. Click Paste from the Operations group in the ribbon.
14. Click in the lower left Sketcher quadrant.
15. Right-click the X Location handle and drag it to the lower arc endpoint.
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Figure 3
16. Click the Rotation handle and drag it to rotate the sketch 90clockwise.
17. Click the X Location handle and drag it to reposition the sketch.
18. In the dashboard, edit the Scaling factor to 0.5 and press ENTER.
19. Click Accept Changes .
Figure 4
20. Select Line Tangent from the Line types drop-down menu and sketch the tangent line.
Figure 5
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21. Click Delete Segment and trim the hanging arcs.
Figure 6
22. Click OK
.
Dimensions are all created by clicking the Normal icon. You can also right-click and select Dimension.
Select entities to be dimensioned and middle-click to place the dimension. At this point, you can either press
ENTER to accept the current dimension value, or type a different one and press ENTER. The type
of dimension created depends upon what is selected and where the dimension is placed.
The following dimension types can be created:
Line length Select a line and place the dimension. The line length is dimensioned.
Angle You can create an angle measurement by selecting two linear references. Where you
place the dimension determines how the angle is measured (acute versus obtuse).
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Figure 1 Length and Angle Dimensions
You can also create an arc angle by selecting an arc endpoint, the arc center, and the other endpoint,
and then placing the dimension.
Distance Select two entities to measure the distance between them and place the dimension.
Again, where you place the dimension determines whether it is vertical, horizontal, or slanted.
Radius Select an arc or circle once, then place the dimension. You can toggle a radius
dimension to a diameter or linear dimension by right-clicking and selecting Convert to Diameter and
Convert to Linear, respectively.
Diameter Double-click an arc or circle, then place the dimension. You can toggle a diameter
dimension to a radius or linear dimension by right-clicking and selecting Convert to Radius and
Convert to Linear, respectively.
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Revolved Diameter Select the entity, a centerline, and the entity again and place the
dimension. Alternatively, you can select the centerline, the entity, and the centerline again.
You can toggle a revolved diameter dimension to a revolved radius dimension and vice-versa by
right-clicking and selecting Convert to Radial and Convert to Diameter, respectively.
Arc length You can create an arc length dimension by selecting the arc segment, its two
endpoints, and placing the dimension. The arc length dimension displays an arch symbol over the
dimension value. You can toggle the arc length measurement to an arc angle dimension and vice-
versa by right-clicking and selecting Convert to Angle and Convert to Length, respectively.
Total included angle Similar to a revolved diameter dimension, you can create a total included
angle dimension by selecting an angled line, a centerline, and the angled line again before placing
the dimension. You can toggle the total included angle to an angle dimension and vice-versa by
right-clicking and selecting Convert to Angle and Convert to Total included angle, respectively.
Weak Dimensions
Because Sketcher must maintain a fully defined sketch at all times, a sketch initially is dimensioned using
weak dimensions. As you dimension your sketch (these are strong dimensions) using your desired design
intent, the weak dimensions automatically disappear.
You can convert weak dimensions to strong dimensions by selecting the weak dimension, right-
clicking, and selecting Strong. Similar to creating a new dimension, you can either accept the current
dimension values conversion to strong, or type a new one. When you edit a weak dimension, it is
automatically converted to strong.
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Procedure: Dimensioning Entities within Sketcher
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Sketcher\Dimensions folder and click OK
3. Click File > Open and double-click DIMENSIONS.PRT.
Figure 1
8. Type 340 as the value and press ENTER. Notice the weak dimensions are disappearing.
Figure 2
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9. Middle-click to stop dimension creation.
10. Select the weak 247.12 dimension, right-click, and select Strong.
11. Type 250 and press ENTER.
Figure 3
12. Click OK
.
2. Click Normal .
3. Select the angled line and the horizontal reference, and then middle-click to place the angle
dimension.
Figure 4
5. Select the top arc endpoint, the arc center, and the bottom arc endpoint, and then middle-click to
place the dimension, as shown.
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Figure 5
7. OK
.
2. Click Normal .
3. Select the arc centers, middle-click to the left of the vertical reference, and press ENTER.
Figure 6
4. Click Undo .
5. Click Normal .
6. Select the arc centers, middle-click below the horizontal reference, and press ENTER.
Figure 7
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7. Click Undo .
8. Click Normal .
9. Select the arcs, middle-click to place the dimension, and press ENTER.
Figure 8
10. Click Undo .
11. Click Normal
.
12. Select the arcs, middle-click to place the dimension, and press ENTER.
Figure 9
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Figure 10
16. Click OK
.
2. Click Normal .
3. Select the left circle, middle-click to place the dimension, and press ENTER.
Figure 11
4. Select the arc, middle-click to place the dimension, and press ENTER.
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Figure 12
5. Click OK
.
2. Click Normal .
3. Double-click the arc, middle-click to place the dimension, and press ENTER.
Figure 13
4. Double-click the circle, middle-click to place the dimension, and press ENTER.
Figure 14
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5. Middle-click to stop dimension creation.
Figure 15
7. Click OK
.
2. Click Normal .
3. Click the long vertical line, centerline, and long vertical line again.
Figure 16
6. Click One-by-One and drag the dimension.
7. Click Normal .
8. Click the short vertical line, centerline, and short vertical line again.
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Figure 17
11. Click OK
.
2. Click Normal .
3. Select the arc, select each endpoint, and middle-click to place the dimension, as shown.
Figure 18
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Figure 19
7. Right-click and select Convert to Length.
8. Click OK .
2. Click Normal .
3. Select the angled line, the horizontal centerline, and angled line again.
Figure 20
6. Click OK
.
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Concept: Sketcher Conflicts
Sketcher Conflict Causes
Sketcher strives to maintain a fully constrained sketch automatically. Sketcher Conflicts are caused by an
over-constrained sketch condition that arises from manually adding too many constraints or too many
dimensions.
The Resolve Sketch dialog box displays the conflicting constraints and/or dimensions. The graphics
window also highlights the conflicting items in green.
When a Sketcher Conflict arises, you can resolve it by using either of the following techniques:
Delete the conflicting constraints or dimensions to revert the sketch back to fully constrained.
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Figure 3 Conflicting Dimension Converted to Reference Dimension
Figure 1
7. Add the necessary constraint to make the two highlighted lines equal.
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Figure 2
8. Select the 7.3 dimension from the graphics window.
9. In the Resolve Sketch dialog box, click Dim > Ref.
Figure 3
10. Click OK
.
Figure 4
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3. Select the 16 dimension in the Resolve Sketch dialog box.
4. Click Delete and press ENTER.
5. Double-click the lower-left arc and place the diameter dimension.
Figure 5
Figure 6
10. Click OK .
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In this module, you use 2-D sketches to create 3-D solid geometry features including extrude, revolve, and
profile rib features. You also learn about the common dashboard options associated with these types of
sketch-based features.
Objectives:
After successfully completing this module, you will be able to:
Understand common dashboard options including extrude depth, feature direction, thickening
sketches, and revolve angle.
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Figure 3 - Extrude Feature Removing Material
You can either select the sketch first and then start the Extrude tool, or you can start the Extrude tool and
then select the sketch.
In an assembly, you cannot create an extrude feature that adds material. You can only remove
material.
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Figure 1
5. Click Complete Feature from the dashboard.
6. Click Extrude .
7. Select Sketch 2.
8. Edit the height to 24.
Figure 2
9. Click Complete Feature .
10. Click Extrude .
11. Select Sketch 3.
12. Click Remove Material from the dashboard.
13. Edit the depth to Through All .
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Figure 3
14. Click Complete Feature .
15. Disable Plane Display .
Figure 4
This completes the procedure.
Objectives
Create multiple extrude features to create the CRANKSHAFT.PRT.
Scenario
As part of the new design for the gas powered drill, you have been assigned to the crankshaft. Create the
crankshaft main journal and connecting rod journal, adhering to the existing sketch.
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Task 1. Create reference geometry and a sketch feature on CRANKSHAFT.PRT.
1. Enable only the following Datum Display types: .
Figure 1
6. With datum plane OFFSET still selected, press CTRL and select datum plane RIGHT.
Figure 2
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9. Click Sketch .
10. Select datum plane FRONT, and click Sketch in the Sketch dialog box.
11. Enable only the following Sketcher Display types: .
12. Click References and select datum axis CRANK_PIN as a new reference.
13. Click Close in the References dialog box.
14. Select Center and Point from the Circle types drop-down menu and sketch the circle with the
center snapping to the CRANK_PIN reference. Middle-click to stop circle creation and edit the
diameter to 10.
Figure 3
15. Click OK
.
16. Click in the background to de-select the sketch.
4. Select the Options tab in the dashboard and select Blind for SIDE 2.
5. Edit the depth for SIDE 1 to 46.5 and the depth for SIDE 2 to 73.5.
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Figure 4
6. Click Complete Feature .
7. Click Extrude .
8. Select the SKETCH_LOBE sketch from the model tree.
9. Select the Options tab in the dashboard and select To Selected for SIDE 1.
10. Select datum plane LOBE_FRONT from the model tree as the reference.
11. In the Options tab of the dashboard, select To Selected for SIDE 2.
12. Select datum plane LOBE_REAR from the model tree as the reference.
Figure 5
13. Click Complete Feature
.
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4. Click Change Material Direction .
5. Edit the depth to Symmetric , and edit the depth value to 10.
Figure 6
6. Click Complete Feature .
Figure 7
7. Click Save from the Quick Access toolbar and click OK to save the model.
8. Click File > Manage Session > Erase Current > Yes to erase the model from memory.
This completes the exercise.
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desired depth option using the dashboard or by right-clicking on the drag handle in the graphics window.
Extrude depth options include:
Blind (Variable) This is the default depth option. You can edit this depth value by dragging the
drag handle, editing the dimension on the model, or using the dashboard.
Symmetric The section extrudes equally on both sides of the sketch plane. You can edit the
total depth at which the feature extrudes, just as you can with the Blind depth option. Therefore, the
Symmetric depth is essentially the same as a Blind Symmetric depth.
To Next This option causes the extrude to stop at the next surface encountered. A depth
dimension is not required, as the next surface controls the extrude depth.
Through All This option causes the section to extrude through the entire model. A depth
dimension is not required, as the model itself controls the extrude depth.
Through Until This option causes the extrude to stop at the selected surface. A depth
dimension is not required, as the selected surface controls the extrude depth. Note that the section
must pass through the selected surface.
To Selected This option causes the extrude to stop at the selected surface. A depth dimension
is not required, as the selected surface controls the extrude depth. Unlike the Through Until depth
option, the section does not have to pass through the selected surface.
Side 1/Side 2 You can independently control the depth at which the section extrudes on each
side of the sketching plane. By default, the section extrudes on Side 1; however, you can cause the
section to extrude on Side 2 as well. Any of the above options can be used for either side, except for
Symmetric.
The To Next and Through All options only consider geometry present at the time (in the feature order)
when the extrude is created. Features created after the extrude feature is created do not cause the
extrude feature's depth to change.
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You can also switch depth options by right-clicking on the drag handle in the graphics window.
Figure 1
4. Click Complete Feature .
5. Click Extrude .
6. Select sketch SYMMETRIC.
7. In the dashboard, edit the depth to Symmetric and edit the depth to 125.
Figure 2
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8. Click Complete Feature .
9. Click Extrude .
10. Select sketch TO_NEXT.
Figure 3
12. Click Complete Feature .
13. Click Extrude .
14. Select sketch THRU_ALL.
15. Edit the depth to Through All and click Remove Material .
Figure 4
16. Click Complete Feature .
17. Click Extrude .
18. Select sketch THRU_UNTIL.
19. Edit the depth to Through Until and select the surface.
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Figure 5
20. Click Complete Feature .
21. Click Extrude .
22. Select sketch TO_SURFACE.
Figure 6
24. Click Complete Feature .
25. Notice the contour at the extrude end.
29. Edit the depth to To Selected and select datum plane DTM1.
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Figure 7
30. Click Complete Feature .
31. Click Extrude .
32. Select sketch BOTH_SIDES and edit the depth to 220.
33. Select the Options tab and edit the Side 2 depth to To Next .
Figure 8
34. Click Complete Feature .
This completes the procedure.
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Figure 1 Viewing 2-D Sketches
You can use a revolve feature to revolve a sketch about an axis of revolution (in the sketching plane) to
create or remove material. You can either select the sketch first and start the Revolve tool, or you can
start the Revolve tool and then select the sketch.
When you select a sketch to be revolved, the feature uses, by default, the first geometry centerline
sketched within the section as the axis of revolution, as shown in the left image in Figure 2.
2. The axis of revolution must lie in the sketching plane of the section.
You can revolve either an open or closed sketch. In Figure 2, a closed sketch is used to create the
feature that adds material, while an open section is used to create the cut that removes material in Figure
3.
101
Figure 3 Removing Material using a Revolve Feature
You can also thicken the sketch used to create a revolve feature.
2. Edit the definition of Sketch 1. Notice the vertical and horizontal centerlines.
Figure 1
4. Click OK
.
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5. Click Revolve from the Shapes group.
6. Select Sketch 1 if necessary.
7. Right-click and select Axis of Revolution Collector.
8. Highlight datum axis REV, and then select it.
Figure 2
10. Edit the definition of Revolve 1.
11. In the dashboard, select the Placement tab and click Internal CL.
12. Click Complete Feature .
13. Disable Axis Display .
Figure 3
14. Click Revolve from the Shapes group.
15. Select Sketch 2.
16. Click Remove Material .
17. Edit the Revolve angle to 75 and press ENTER.
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Figure 4
18. Click Complete Feature .
19. Edit the definition of Revolve 2.
20. Edit the Revolve angle back to 360 and press ENTER.
21. Click Complete Feature .
Figure 5
This completes the procedure.
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The rib also conforms to existing planar or cylindrical geometry when it is extruded. After you select an
open section sketch and set a thickness, Creo Parametric automatically creates the profile rib feature by
merging it with your model. The system can add material above or below the sketch, and the thickness
can be applied on either side, or be symmetric about the sketch.
105
3. Click File > Open and double-click RIB.PRT.
2. Select Profile Rib from the Rib types drop-down menu in the Engineering group.
3. Select RIB_SKETCH-1.
Figure 1
5. Click Complete Feature .
Notice the angled rib surface is not planar; it is contoured to match the curved
surface which is adjacent to the sketch.
9. Drag the handle and edit the width to 25. The rib is centered about the sketch.
Figure 2
10. Click theChange Thickness Option . The rib moves to the left of the sketch.
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Figure 3
11. Click theChange Thickness Option again. The rib moves to the right of the sketch.
Figure 4
12. Click Complete Feature .
13. Reorient the model.
Figure 5
16. Click the magenta arrow in the graphics window. The rib is now on the bottom of the sketch.
107
Figure 6
17. Click Complete Feature .
This completes the procedure.
In this module, you learn how to create two advanced geometry features: the sweep feature and the
blend feature.
Objectives:
After successfully completing this module, you will be able to:
108
If your company has legacy data that contains Simple sweep features, the classic menu manager
interface displays when redefining them.
109
Select individual curves or edges from existing geometry. To include additional adjacent edges as
the trajectory, you can press SHIFT while selecting them.
Within the Sweep dashboard, you can click Datum and select Sketch at the right end;
however, this does not make the sketch internal to the sweep.
Once the trajectory has been selected, you may decide that you do not want the trajectory to traverse the
entire length of your selected sketch or geometry. You can drag the trajectory endpoint handles to
lengthen or shorten the overall trajectory. If you press SHIFT while dragging you can snap the endpoints
to entities such as vertices, datum planes, or edge endpoints. You can also directly specify a value.
You must also select the start point for the section. The start point is the location from which the section
begins to sweep, and displays in the graphics window with a magenta arrow. You can click the arrow to
toggle the start point to the opposite trajectory endpoint.
The sketched section may be either open or closed. The swept protrusion in Figure 1 is a closed section,
while the swept cut in Figure 2 is an open section.
You align or dimension a section to fixed entities, but the orientation of the section changes when it
is swept along the 3-D trajectory.
A trajectory arc or spline radius is too small, relative to the section, and the feature intersects
itself while traversing around the arc.
2. Select Sweep from the Sweep types drop-down menu in the Shapes group.
3. Select the trajectory from the graphics window.
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4. Click Create Section from the dashboard.
5. Enable only the following Sketcher Display types: .
Figure 1
10. Locate the section on the trajectory.
Figure 2
11. Click Accept Changes from the dashboard.
12. Click OK .
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Figure 3
13. Click Complete Feature .
14. In the model tree, right-click Sketch 1 and select Hide.
Figure 4
5. Click Close in the References dialog box.
6. Select Center and Point from the Circle types drop-down menu and sketch two circles that
are tangent to the references.
7. Select Line Chain from the Line types drop-down menu and sketch two vertical lines. The first
line should start at the top reference and snap tangent to the top circle. The second line should
start at the bottom reference and snap tangent to the bottom circle.
112
Figure 5
8. Select Line Tangent from the Line types drop-down menu and create the tangent line.
9. Click Delete Segment and trim the circle entities.
Figure 6
10. Click OK .
11. Orient to the Standard Orientation.
12.
Task 3. Create a sweep that removes material with an open section.
1. With the sketch still selected, select Sweep from the Sweep types drop-down menu in the
Shapes group.
2. Click the magenta arrow to flip the start point to the bottom.
113
Figure 7
3. In the dashboard, click Remove Material .
4. Click Create Section .
5. Select Center and Ends from the Arc types drop-down menu and then sketch and dimension
the arc.
Figure 8
6. Click OK
.
114
Figure 9
7. Click Complete Feature .
This completes the procedure.
If your company has legacy data that contains Simple sweep features, the classic menu manager
interface displays when redefining them.
115
The trajectory is the path along which the section sweeps. The trajectory must be selected, rather than
sketched. The trajectory can be closed, meaning that it creates a loop, as shown in the figures. It can
have sharp or tangent corners.
Select individual curves or edges from existing geometry. To include additional adjacent edges as
the trajectory, you can press SHIFT while selecting them.
Within the Sweep dashboard, you can click Datum and select Sketch at the right end;
however, this does not make the sketch internal to the sweep.
You must also select the start point for the section. The start point is the location from which the section
begins to sweep, and displays in the graphics window with a magenta arrow. You can drag the start point
along the closed loop, or you can press SHIFT to snap the start point to one of the entity endpoints.
The sketched section may be either open or closed. If you try to sketch a solid open section, the system
automatically toggles the feature creation to that of a surface. To create the type of solid feature shown in
Figure 2, you can sweep the perimeter shape first and then extrude the trajectory sketch upward to fill in
the middle.
116
You align or dimension a section to fixed entities, but the orientation of the section changes when it
is swept along the 3-D trajectory.
A trajectory arc or spline radius is too small relative to the section, and the feature intersects itself
while traversing around the arc.
2. Select Sweep from the Sweep types drop-down menu in the Shapes group.
3. Select the trajectory in the graphics window.
Figure 1
5. Right-click in the graphics window and select Sketch.
6. Enable only the following Sketcher Display types: .
117
Figure 2
9. Locate the section on the trajectory.
Figure 3
10. Click Accept Changes from the dashboard.
11. Click OK .
Figure 4
12. Click Complete Feature .
Task 2. Edit the section and fill the center of the sweep.
1. Edit the definition of Sweep 1.
2. In the graphics window, right-click and select Sketch.
118
3. Select Line Chain from the Line types drop-down menu and sketch the vertical line on the
vertical reference.
4. Click Delete Segment and trim the left side of the sketch.
Figure 5
5. Click OK .
6. Click Complete Feature .
Figure 6
7. Click Extrude from the Shapes group.
8. Select Sketch 2.
9. In the graphics window, right-click the depth handle and select To Selected.
Select the green surface shown.
Figure 7
119
10. Select the upper surface and click Complete Feature .
Figure 8
This completes the procedure.
120
Figure 2 Blending Three Selected Sections
Each section must contain the same number of entities (or vertices). There are two exceptions to this rule:
You can add a number of blend vertex points, each of which counts as an entity. For example, a
blend vertex placed on a triangular section enables the system to blend to a square. The system
essentially connects the points of each section to create the blend feature.
By default, sections are blended together in the order of selection. However, you can always
move sections up or down in the blend order.
121
The offset, or depth, between sections is based on the selected sections depth with respect to
the other selected sections. You cannot specify a different depth.
When defining a blend feature, only one section is considered the active section at any time. To
set a given section as the active section, you can either select it from the Sections tab in the
dashboard, or you can select the section leader note in the graphics window. The selected section
then changes color, and all right-click options pertain to this active section. In Figures 2 and 3,
Section 2 is the active section.
Figure 1
3. In the ribbon, click the Shapes group drop-down menu and select Blend .
4. In the dashboard, select the Sections tab.
Select Selected sections.
5. Select Sketch 1 as the first section.
122
Figure 2
6. In the Sections tab, click Insert.
7. Select Sketch 3 as the second section.
Figure 3
8. In the Sections tab, click Insert.
9. Select Sketch 2 as the third section.
10. Notice the blend is following the order of selection.
Figure 4
11. With Section 3 still selected, click Move Up in the Sections tab.
12. Notice that Section 3 is now reordered as #2 in the blend feature.
123
Figure 5
13. With Section 3 still selected, click Remove in the Sections tab.
Right-click Section 2 and select Remove.
14. Right-click in the graphics window and select Insert.
15. Select Sketch 2 as the second section.
16. Right-click in the graphics window and select Insert.
17. Select Section 3 as the third section.
Figure 6
18. In the Sections tab, notice the # display for each blend section.
Figure 7
20. In the graphics window, select the #2 Section 2 leader note to activate the section.
21. Drag the start point to the upper-right vertex.
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Figure 8
22. Click Preview Feature .
23. Click Resume Feature .
24. Drag the Section 2 start point back to the upper-left vertex.
Figure 9
25. Click Complete Feature from the dashboard.
26. In the model tree, select Sketch 1, press CTRL, and select Sketch 2 and Sketch 3.
27. Right-click and select Hide.
Figure 10
This completes the procedure.
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Creating Holes, Shells, and Draft
Module Overview:
In addition to creating features that begin with 2-D sketches and proceeding to solid features, you can
also create features that are applied directly to a model.
In this module, you learn how to create various types of holes on a model, how to shell a model, and how
to apply basic draft to features.
Objectives:
After successfully completing this module, you will be able to:
Create coaxial, linear, radial, and diameter holes, as well as understand the different depth
options available.
126
Symmetric The hole bores equally on both sides of the placement plane. You can edit the total
depth at which the hole bores, in the same way you can with the Blind depth option. The Symmetric
depth is actually a Blind Symmetric depth.
To Next This option ensures that the hole depth stops at the next surface encountered. A
depth dimension is not required, as the next surface controls the hole depth.
Through Until This option ensures that the hole stops at the selected surface. A depth
dimension is not required, as the selected surface controls the hole depth. Note that the hole must
pass through the selected surface.
To Selected This option ensures that the hole stops at the selected surface. A depth dimension
is not required, as the selected surface controls the hole depth. Unlike the Through Until depth
option, the hole does not have to pass through the selected surface.
Through All This option causes the hole to drill through the entire model. A depth dimension is
not required, as the model itself controls the hole depth.
Side 1/Side 2 You can independently control the hole depth on each side of the placement
plane. By default, the hole drills on Side 1; however, you can opt to drill the hole on Side 2 as well.
Any of the previous hole depth options, except Symmetric, can be used for either side.
The To Next and Through All options only consider geometry which is currently present (in the feature
order) when the hole is created. Features you create after the hole is created do not impact the depth of
the hole.
You can also switch depth options by right-clicking the drag handle in the graphics window.
127
Figure 1
5. Edit the definition of BLIND_2.
Figure 2
8. Edit the definition of TO_NEXT.
Figure 3
11. Edit the definition of TO_SELECTED.
128
Figure 4
1. Click Complete Feature .
2. Edit the definition of THRU_ALL.
Figure 5
13. Enable Plane Display .
14. Edit the definition of SYMMETRIC. Notice the hole placement plane is a floating datum plane.
Figure 6
16. Edit the depth to Through All .
17. In the dashboard, select the Shape tab and edit the Side 2 depth to Through All .
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18. Click Complete Feature .
19. Disable Plane Display .
Figure 7
20. Click the Operations group drop-down menu and select Resume > Resume All to resume the
suppressed feature CUT and view the holes.
Figure 8
This completes the procedure.
Scenario
Edit the definition of a hole feature and test the available depth options. Get an good understanding of
each depth option by observing the results each option produces.
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Task 1. Edit the depth of a hole feature.
1. Enable only the following Datum Display types: .
2. Select HOLE_2 in the model tree. Right-click and select Edit Definition. Notice that the current
depth option is Blind.
Figure 1
3. Drag the depth handle to 20, editing the value if necessary, and click Preview Feature from
the Hole dashboard. Then click Resume Feature from the dashboard.
4. Cursor over the depth handle. Right-click and select To Next. Click Preview Feature from
the dashboard. Then click Resume Feature from the dashboard.
5. Cursor over the depth handle. Right-click and select Through All. Click Preview
Feature from the dashboard. Then click Resume Feature from the dashboard.
6. Cursor over the depth handle. Right-click and select To Selected. Middle-click to spin the model
and select the bottom surface of the fin, as shown. Click Complete Feature .
Figure 2
Depth options can also be specified by selecting the flyout depth options from the dashboard.
7. Click Save from the Quick Access toolbar and click OK to save the model.
8. Click File > Manage Session > Erase Current > Yes to erase the model from memory.
This completes the exercise.
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Concept: Creating Coaxial Holes
Hole Creation Theory
When creating hole features on a model, you locate holes by selecting placement (primary) and offset
(secondary) references. The first piece of geometry selected to place the hole is the placement reference.
Next, you either select additional placement references or offset references to further dimensionally
constrain the hole feature. The type of geometry selected as the placement reference determines the type
of hole being created.
Once the hole references are satisfied, the hole preview displays with a default diameter dimension and
depth value. You can edit these values by using the drag handles or dashboard, or by editing the
dimensions on the model.
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Procedure: Creating Coaxial Holes
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Hole\Coaxial folder and click OK
3. Click File > Open and double-click HOLES_COAXIAL.PRT.
Task 1. Create two coaxial holes in the model: one Through All and the other of Blind depth.
1. Enable only the following Datum Display types: .
Figure 1
6. Click Complete Feature .
7. Click Hole .
8. Press CTRL and select datum axis A_2 and the front surface.
9. From the Hole dashboard, select the Placement tab. Notice that your selected references are
added to the collector.
10. Edit the diameter to 1.5.
11. Edit the depth value to 0.25.
Figure 2
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12. Click Complete Feature .
Figure 3
This completes the procedure.
In Figure 2, the top surface and datum plane are the offset references.
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Figure 2 Selecting Offset References
You can select offset references directly from the model or you can drag the green reference handles to
the desired reference.
You can view your selected references in the reference collectors in the Placement tab of the dashboard.
Within this tab, you can edit offset reference values as well as modify whether the hole is offset or aligned
to an offset reference. In Figure 2, the hole is aligned to the datum plane.
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Figure 1
4. Right-click and select Offset References Collector.
5. Press CTRL and select the top surface and datum plane DTM1.
6. Edit the offset values to 3.5 from the top surface and 3.0 from datum plane DTM1.
7. Edit the hole diameter to 1.50 and the depth value to 2.
Figure 2
8. Click Complete Feature .
Figure 3
9. Click Hole
.
10. Select the front surface.
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Figure 4
11. Right-click and select Offset References Collector.
12. Press CTRL and select the top surface and datum plane DTM1.
Figure 5
13. In the dashboard, select the Placement tab.
In the Offset References collector, select Align from the DTM1 drop-down list.
Edit the offset value to 3.5 from the top surface.
14. Edit the hole diameter to 1.50 and the depth value to 2.
Figure 6
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15. Click Complete Feature .
Figure 7
This completes the procedure.
Select Surfaces for Removal Select the surface(s) you want to remove from the model.
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You may decide not to remove surfaces from the shell, which results in the creation of a closed shell. A
closed shell is an entirely hollowed out part.
You create shells in the design process to support your design intent. However, be aware that several
features could reference a shell created early in the design process.
Shells can be created using the Lead or Follow workflow. You can use drag handles or the dashboard to
modify the thickness of the shell feature. ClickingChange Thickness Direction in the dashboard is
equivalent to specifying a negative shell value.
Figure 1
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4. Edit the definition of Shell 1.
5. Select the top surface to remove it.
Figure 2
8. Edit the definition of Shell 1.
9. Press CTRL and select the left and right surfaces to remove them.
Figure 3
This completes the procedure.
Draft surfaces These are the surfaces that are to be drafted. You can select a single surface,
multiple individual surfaces, or loop surfaces as the draft surfaces. In Figure 1, the left image has
one surface drafted, while the right image has four surfaces drafted.
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Figure 1 Draft One or Multiple Surfaces
Draft hinge Determines the location on the model that remains the same size after the draft is
created. The draft surfaces pivot about their intersection with this plane. There does not have to be a
physical intersection. Rather, the intersection can be extrapolated. You can select a datum plane, solid
model surface, curve chain, or surface quilt as the draft hinge. In Figure 2, the same model was
drafted at the same angle, but with the specified draft hinge progressively lower in the model, as
highlighted.
Figure 2 Same Model, Same Draft Angle, and Different Draft Hinges
Pull direction Direction that is used to measure the draft angle. The pull direction is also called
the reference plane. By default, the pull direction is the same as the draft hinge. The direction
reference is used to define the draft angle direction, and the draft angle is measured normal to this
reference. You can select a datum plane, planar model surface, linear reference such as an edge or
two points, or a coordinate system axis. The mold opening, or pull direction, is usually normal to this
plane.
Draft angle Values range from -30 degrees to +30 degrees. When you specify the draft angle,
you can reverse the direction from which material is added or removed by typing a negative value,
clicking Reverse Angle in the dashboard, or right-clicking the angle drag handle and selecting
Flip Angle.
You can also toggle the different collectors for draft surfaces, draft hinges, and pull direction by right-
clicking in the graphics window.
Best Practices
If possible, create draft features as some of the last features of your model.
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Procedure: Creating Draft Features
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Draft\Draft folder and click OK
3. Click File > Open and double-click DRAFT.PRT.
2. In the ribbon, select Draft from the Draft types drop-down menu in the Engineering group.
3. Select the cylinder surface to draft.
Figure 1
5. Click Complete Feature
.
6. Click Draft .
7. Press CTRL and select the four vertical surfaces to draft.
8. In the dashboard, click in the Draft hinges collector and select datum plane DTM2.
Edit the draft angle to -10.
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Figure 2
9. Click Complete Feature .
10. Click Draft .
11. Press CTRL and select the four vertical surfaces to draft.
Figure 3
15. Click Complete Feature .
16. Orient to the FRONT view and compare the differences in the results of the rectangular
protrusions.
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Figure 4
This completes the procedure.
Objectives:
After successfully completing this module, you will be able to:
Create rounds by selecting edges, a surface and an edge, and two surfaces.
Create chamfers by selecting edges and understand the different chamfer dimensioning schemes.
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Figure 1 Round Preview: Adding Material
After the references are selected, the round preview displays with a default radius dimension, which can
be modified by using the radius drag handle, editing the dimension on the model, or using the dashboard.
In Figures 1 and 2, the round preview is shown.
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Concept: Creating Rounds by Selecting Edges
Creating Rounds by Selecting Edges
You can create rounds by selecting an edge or a combination of edges. Each edge that you select is
rounded. If you select an edge that has adjacent tangent edges, the round automatically propagates
around those tangent edges by default. The rounds are constructed tangent to the surfaces adjacent to
the selected edges.
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2. Select Round from the Round types drop-down menu in the Engineering group.
3. Press CTRL and select the two edges.
Figure 1
5. Click Complete Feature .
6. Notice that the left round adds material, while the right round removes material.
Figure 2
Task 2. Create tangent rounds on an oval block.
1. Click Open , select ROUND_EDGE_2.PRT, and click Open.
2. Select Round from the Round types drop-down menu in the Engineering group.
3. Press CTRL and select the two edges.
Figure 3
5. Click Complete Feature .
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6. Notice that the left round adds material, while the right round removes material.
Figure 4
7. Also notice that although only two edges were selected, all edges tangent to the selected edges
were rounded.
Figure 1 Four Different Chamfer Dimensioning Schemes with the Same Geometry
Angle x D Size of chamfer is defined by a linear and angular dimension, as shown by the
lower-left chamfer in Figure 1.
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45 x D Size of chamfer is defined by a linear dimension at a 45 degree angle, as shown by the
lower-right chamfer in Figure 1. This type is only valid for perpendicular surfaces.
You can edit the chamfer dimensioning scheme either by using the dashboard or by right-clicking in the
graphics window and then selecting the new scheme.
2. Select Edge Chamfer from the Chamfer types drop-down menu in the Engineering group.
3. Select the edge.
Figure 1
5. Click Complete Feature .
6. Select Edge Chamfer .
7. Select the edge.
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Figure 2
10. Click Complete Feature .
11. Select Edge Chamfer .
12. Select the edge.
Figure 3
15. Click Complete Feature .
16. Select Edge Chamfer .
17. Select the edge.
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Figure 4
20. Click Complete Feature .
21. Orient to the FRONT view orientation.
22. Press CTRL, select all four Chamfer features, right-click, and select Edit. Notice that all four
chamfers are the same geometry, but contain different dimensioning schemes.
Figure 5
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151
Introduction to Creo Parametric 3.0 - Productivity
Tools
Creating Patterns
Module Overview:
Patterning features and components is yet another way to quickly duplicate features to increase efficiency.
In this module, you learn how to pattern features linearly and angularly, and how to increment dimensions
while patterning. You also learn how to Reference pattern features and components. Finally, you learn how
to delete patterns and pattern members.
Objectives:
After successfully completing this module, you will be able to:
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Figure 1 Direction Patterning an Extrude in One Direction
In Figure 2, the width of the pattern leader has been modified between the images third from the left and
fourth from the left.
Specify a First Direction reference The pattern extends in a direction based on the reference
selected. If you select a plane or surface, the pattern extends normal to the reference, and if you
select a linear curve, edge, or axis, the pattern extends along the reference. You can also toggle the
direction in which the pattern extends by 180 degrees. In the figures, the first direction reference
specified is the datum plane.
Specify the number of pattern members in the first direction Type the number of members in
either the dashboard or the graphics window. The number of pattern members includes the pattern
leader. In Figure 2, the model in the left-most image has four pattern members, while the model in
the image second from the left has six pattern members.
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Specify the increment in the first direction The increment is the spacing between pattern
members. You can edit the increment in the dashboard, the graphics window, or by dragging the
drag handle.
Select the dimension to be incremented from the pattern leader The pattern leader displays
with all dimensions used to create the feature.
Specify the increment value In Figure 2, the extrude feature height was incremented by 0.5.
Consequently, each pattern member's height increases 0.5 over the previous pattern member.
16. Select Extrude 2 and select Pattern from the Pattern types drop-down menu in the Editing
group.
17. In the dashboard, edit the pattern type to Direction.
18. Select datum plane FRONT and click Flip First Direction from the Pattern dashboard.
19. Edit the number of members to 4 and edit the spacing to 2.
Figure 1
You can also drag the increment handle to edit the increment.
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21. With the Pattern feature still selected, right-click and select Edit.
22. Edit the number of patterned extrudes from 4 to 6.
23. Click in the background twice to de-select all features.
Figure 2
24. Edit the definition of Pattern 1 of Extrude 2.
25. In the dashboard, select the Dimensions tab.
Click in the Direction 1 Dimension collector.
Select the 1 height dimension and edit the increment to 0.5.
Figure 3
26. Click Complete Feature .
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Figure 4
27. De-select all features.
Figure 5
This completes the procedure.
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Direction Patterning in the Second Direction Theory
The direction pattern enables you to pattern features in two directions. The following items are required to
create a direction pattern in two directions:
Specify the First and Second Direction references The pattern extends in the directions based
on the references selected. If you select a plane or surface, the pattern extends normal to the
reference, and if you select a linear curve, edge, or axis, the pattern extends along the reference. You
can also flip the direction the pattern extends by 180 degrees. In the figures, the first direction
reference specified is datum plane RIGHT, and the second direction reference specified is datum
plane FRONT.
Specify the number of pattern members in the First and Second Directions Type the number of
members in either the dashboard or the graphics window. The number of pattern members can be
different for each direction. The number of pattern members includes the pattern leader. In the figures,
the first direction has four pattern members, while the second direction has five pattern members.
Specify the increment in the First and Second Directions The increment is the spacing between
pattern members. You can edit the increment in the dashboard, the graphics window, or by
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dragging the drag handle. Again, the increment can be different between the first and second
directions. In the figures, the first direction increment is 2.5, while the second direction increment is 2.
Select the dimension to be incremented from the pattern leader The pattern leader displays
with all dimensions used to create the feature. The dimension selected can be different for each
direction. Note also that you can select multiple dimensions for each direction if desired.
Specify the increment value Again, the increment value for each direction can be different. In
Figure 3, the extrude feature width was incremented by -0.2 in the first direction, and the extrude
feature height was incremented by 0.5 in the second direction.
Consequently, each pattern member's width decreases by 0.20 in the first direction and the height
increases by 0.5 in the second direction over the previous pattern member.
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5. Press CTRL, and select Extrude 2 and Round 1.
6. Right-click and select Group.
7. Rename the group to OVAL.
Figure 1
8. Select Group OVAL and select Pattern from the Pattern types drop-down menu in the Editing
group.
9. In the Pattern dashboard, edit the pattern type to Direction.
10. Select datum plane RIGHT as the first direction reference.
11. In the dashboard, edit the number of members to 4 and edit the spacing to 2.50.
Figure 2
12. In the dashboard, click in the Direction 2 Reference collector.
Select datum plane FRONT as the second direction reference.
Figure 3
13. Click Complete Feature from the Pattern dashboard.
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Figure 4
14. Edit the definition of Pattern 1 of OVAL.
15. In the dashboard, select the Dimensions tab.
Click in the Direction 1 Dimension collector.
Select the 2 extrude width dimension and edit the increment to -0.20.
Press CTRL and select the R0.1 radius dimension and edit the increment to 0.075.
Figure 5
16. In the Dimensions tab of the dashboard, click in the Direction 2 Dimension collector.
17. Select the 1 extrude height dimension and edit the increment to 0.50.
Figure 6
18. Click Complete Feature .
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Figure 7
Figure 8
This completes the procedure.
10
161
Figure 1 Axis Patterning a Group in Two Directions
The following items are required to create an axis pattern in those two directions:
Specify the axis reference The pattern extends angularly about the selected axis reference in
the first direction and radially outward from the axis in the second direction. You can toggle the
angular direction the pattern extends from clockwise to counterclockwise. In the figures, the axis
reference specified is datum axisAXIS.
Specify the number of pattern members in the first and second directions Type the number of
members in either the dashboard or the graphics window. The number of pattern members can be
different for each direction. The number of pattern members includes the pattern leader. In the
figures, the first direction has eight pattern members, while second direction has three pattern
members.
Specify the angular spacing in the first direction Specified in degrees, you can edit the angular
spacing in the dashboard, the graphics window, or by dragging the drag handle.
Specify the radial spacing in the second direction This increment is the spacing between
pattern members outward from the axis reference. Again, you can edit the increment in the
dashboard, in the graphics window, or by dragging the drag handle. In the figures, the spacing
increment is 2.5.
There are two additional optional settings that you can use when creating axis patterns:
Set Angular Extent This option automatically spaces the pattern members equally about the axis
reference. You can also select values of 90, 180, 270, and 360 degrees from the drop-down list, or
you can type the desired angular extent. The range is -360 to +360 degrees. The angular extent value
supersedes the angular spacing. In the figures, the angular extent has been set to 360 degrees.
Member orientation Determines how the pattern members are to be oriented about the axis
reference. With the Follow axis rotation check box selected by default, pattern members are oriented
such that the relationship between the pattern leader and axis is maintained for each pattern member.
In Figure 2, the middle image is set to Follow axis rotation.
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Figure 2 Editing the Axis Pattern and Incrementing Dimensions
With the check box for this option cleared, all pattern members have a constant orientation that is
the same as the pattern leader. In Figure 2, the left-most image shows all members having a
constant orientation.
Incrementing Additional Dimensions
You can also increment additional dimensions in the first or second direction, or both, at the same time to
create a "varying" pattern. The following items are required to increment additional dimensions in the first
and second directions:
Select the dimension to be incremented from the pattern leader. The pattern leader displays with all
dimensions used to create the feature. The dimension selected can be different for each direction.
Also note that you can select multiple dimensions for each direction, if desired.
Specify the increment value Again, the increment value for each direction can be different. In
Figure 2s right-most image, the left hole diameter was incremented by 0.075 in the first direction,
and the right hole diameter was incremented by 0.25 in the second direction, along with the extrude
height incremented by 1. Consequently, each pattern member's left hole diameter increases by
0.075 in the first direction and the right hole diameter increases by 0.25 in the second direction with
the extrude height increasing 1 over the previous pattern member.
163
Figure 1
11. Select Group OVAL and select Pattern from the Pattern types drop-down menu in the Editing
group.
12. In the Pattern dashboard, edit the pattern type to Axis.
13. Select datum axis AXIS as the pattern center.
Figure 2
16. Edit the number of members in the second direction to 3, and edit the spacing value to 2.5.
17. Click Complete Feature from the Pattern dashboard.
Figure 3
18. Edit the definition of Pattern 1 of OVAL.
19. In the dashboard, select the Options tab.
Clear the Follow axis rotation check box.
20. Click Complete Feature .
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Figure 4
21. Edit the definition of Pattern 1 of OVAL.
22. In the dashboard, select the Options tab and select the Follow axis rotation check box.
23. In the dashboard, select the Dimensions tab.
10. Click in the Direction 1 Dimension collector.
11. Zoom in on the pattern leader.
12. Select the left 0.25 hole diameter dimension and edit the increment to 0.075.
Figure 5
24. In the Dimensions tab of the dashboard, click in the Direction 2 Dimension collector.
9. Select the right 0.25 hole diameter dimension and edit the increment to 0.25.
10. Press CTRL, select the 1 height dimension, and edit the increment to 1.
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Figure 6
25. Click Complete Feature .
26. Orient to the Standard Orientation.
Figure 7
This completes the procedure.
Objectives:
After successfully completing this module, you will be able to:
Understand assembly and constraint theory and create new assembly models.
166
Create coincident constraints using datum features.
Like part models, all new assembly models share several characteristics in common. By creating your
assembly models from standardized templates, you save time by avoiding the need to repeatedly define
company standard information. This standard template enables all engineers to have a consistent starting
point. After you create and name the new assembly, you can begin adding parts to it. Assemblies contain
design intent in the same way that part models contain design intent. Assembly design intent is based
upon which component is assembled first, and the constraints that you use during the assembly process.
Design intent is important because it ensures that your assembly updates in a predictable manner when
edited and regenerated.
Sub-assemblies share all of the same characteristics as assemblies. In fact, a sub-assembly is nothing
more than an assembly that is assembled into another assembly.
Creo Parametric provides several types of constraints, such as Coincident, Distance, Parallel, Normal, and
Angle. To easily utilize these constraints, select the Automatic option to enable Creo Parametric to
automatically determine the constraint type based upon the orientation and position of the component and
the references you select.
167
Every assembled component contains a Placement node in the model tree that you can expand to
view the constraints used in that component's placement. You must enable the Placement folder filter
to view this node.
Assembling with component interfaces is the second method available for assembling components. This
method is especially useful when assembling common components because it can significantly reduce
the number of selections that you make when constraining a component. By using component interfaces,
you save the referenced interfaces on the common part. Then, when you place the common part, you
only need to select the assembly references.
Datums Most templates contain a set of default datum planes and default coordinate system,
all named appropriately.
Parameters Every assembly can contain the same standard metadata information.
168
Figure 2 Examples of Parameters
Layers When every assembly contains the same layers, it is easier to manage both the layers
and items on them.
169
Parameters can be used as a column in a family table. For example, the parameter Cost might
have a different value for each instance.
Parameter values can be reported in Drawings, or viewed with data management tools such as
Pro/INTRALINK or Windchill solutions.
User parameters can be added at the model level (part, assembly, or component) or to a feature
or pattern.
You can view an assemblys parameters and create new ones by clicking Parameters from the Model
Intent group in the Model ribbon tab.
You can create parameters that accept the following types of values:
Real Number Any numerical value. For example 25.5, 1.666667, 10.5E3, and PI.
Figure 1
27. Click New from the Quick Access toolbar.
Select Assembly as the Type and Design as the Sub-type.
Edit the Name to new_assembly.
Clear the Use default template check box.
Click OK.
28. In the New File Options dialog box, select the mmks_asm_design template.
Click OK.
29. Enable only the following Datum Display types: .
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30. At the top of the model tree, click Settings and select Tree Filters.
In the Model Tree Items dialog box, select the Features check box and click OK.
Figure 2
31. Explore the default datum features created in the graphics window and model tree.
Figure 3
32. Notice that the ribbon has populated with tabs specific to the type of open file.
Figure 4
33. In the model tree, click Show and select Layer Tree. Notice the default layers.
34. Click File > Prepare > Model Properties to open the Model Properties dialog box.
35. Notice the units that are set.
Figure 5
37. Click Parameters from the Model Intent group.
38. In the Parameters dialog box, click in the Description parameter Value field.
171
Edit the value to NEW ASSEMBLY and press ENTER.
Click New Parameter and edit the Name to PURCHASED.
Edit the Type to Yes No and notice the default Value of NO.
Click New Parameter and edit the Name to ASSY_NUMBER.
Edit the parameter type to Integer.
Click in the Value field and edit the number to 596289.
Click OK.
39. Click Named Views . Notice the default view orientations.
Figure 6
40. Click Named Views again to close it.
Task 2. Create a new assembly by selecting a different template.
12. Click New from the Quick Access toolbar.
Select Assembly as the Type and Design as the Sub-type.
Edit the Name to select_template.
Clear the Use default template check box.
Click OK.
13. In the New File Options dialog box, select the inlbs_asm_design template and click OK.
Figure 7
14. Again, notice the datum features.
172
Figure 8
This completes the procedure.
Most constraints are applied between parts within an assembly. They specify the relative position of a pair
of references. The system adds constraints one at a time. Use placement constraints in combinations to
specify both placement and orientation. It is important to select your constraints based on the design intent
of your assembly, so that when you edit a dimension on a part, the assembly reacts as predicted.
When you create a constraint, its references highlight on the models and the Constraint Type displays.
For most constraints, it is necessary that you select two references, a component reference on the
component being placed, and an assembly reference from an item in the assembly. When the first
reference has been selected, a green, dashed line connects the first selected reference to your cursor
until you select the second reference, as shown in Figure 1.
173
When multiple constraints are created, a box surrounding the active constraint highlights. For example, in
Figure 2, the Oriented constraint is the active constraint.
You can also double-click a constraint's tag in the graphics window to edit the constraint, as shown in
Figure 3.
You can toggle Constraints To Connections in the dashboard to convert existing connections to
constraints within an assembly.
174
Concept: Understanding Assembly Constraint
Status
Understanding Assembly Constraint Status
You can assemble a component into an assembly by using placement constraints. Constraints determine
how a part is located within an assembly. As constraints are added, a component becomes further and
further constrained and progresses through a range of constraint statuses which display in the dashboard.
The constraint status range includes:
No Constraints No constraints have been added to the component being assembled, as shown
in Figure 1. The preview color of components having no constraints is purple.
Figure 1 No Constraints
Partially Constrained At least one constraint has been applied to the component being
assembled, but not enough constraints have been added to render the component fully constrained.
That is, the orientation of the component can still be changed, so its position is open to interpretation.
The left-most image in Figure 2 shows the component Partially Constrained.
175
Figure 2 Range of Assembly Constraint Status
Constraints Invalid Two constraints conflict with how they are trying to place the component in
the assembly. If this condition arises, you must edit or delete one or more constraints to eliminate the
conflict.
Allowing Assumptions
The Allow Assumptions option can become available when placing a component in an assembly. When
this option is selected, the system makes additional constraint assumptions to help fully constrain the
component. If you clear this check box, the system returns the status to Partially Constrained. If you
properly further constrain a component that is fully constrained with Allow Assumptions enabled, the Allow
Assumptions option disappears and appears as Fully Constrained, as there is no longer a need for the
system to make assumptions. The middle image in Figure 2 is Fully Constrained as long as the Allow
Assumptions option is enabled. If the Allow Assumptions check box is cleared, the component is no
longer Fully Constrained, as it can rotate. Either an additional constraint would need to be added or the
Allow Assumptions check box would need to be selected.
176
Concept: Assembling Components using the
Default Constraint
Assembling Components using the Default Constraint
177
Figure 3 Assembling a Sub-Assembly
24. Select Assemble from the Assemble types drop-down menu in the Component group.
25. In the Open dialog box, select component BODY.PRT and click Open.
Figure 1
26. Notice the component is purple. Notice also in the dashboard that the constraint STATUS says
No Constraints.
27. In the dashboard, select Default from the Constraint Type drop-down list.
178
Figure 2
28. Notice that the constraint STATUS now reads Fully Constrained.
Figure 3
31. Notice that the color is now the actual component color.
32. At the top of the model tree, click Settings and select Tree Filters.
33. In the Model Tree Items dialog box, select the Features check box and click OK.
34. View the model tree and notice the assembled component.
Figure 4
179
Task 2. Assemble sub-assembly SUB.ASM using the Default constraint.
Click Assemble .
In the Open dialog box, select component SUB.ASM and click Open.
Figure 5
Right-click and select Default Constraint.
Click Complete Component .
Figure 6
Expand SUB.ASM in the model tree.
Figure 7
This completes the procedure.
180
Concept: Orienting Components
Orienting Components
30
181
You can reorient the component according to the applied constraints. As constraints are applied, the
degrees of freedom are reduced, further limiting the movement of the component.
Rotate components about the three axes Click and drag around the shaded arcs to rotate the
component about that specific axis.
Translate components along the three axes Click and drag along the shaded arrows to
translate the component along that specific axis.
Move components in a 2-D plane Click and drag in the translucent shaded quadrant to move
the component within that 2-D plane.
Free move the components Click and drag on the small central sphere at the origin of the axes.
As you create constraints, portions of the 3D Dragger are grayed out, as the degrees of freedom are
reduced. For example, if a constraint is applied that prohibits component movement along a certain axis,
that 3D Dragger axis becomes grayed out since the component cannot move in that degree of freedom.
Pan
182
Operation Keyboard and Mouse Selection
Spin
183
Operation Keyboard and Mouse Selection
184
Procedure: Orienting Components
Procedure Setup:
4. To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
5. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Assembly\Component_Orient folder and clickOK
6. Click File > Open and double-click COMP_ORIENT.ASM.
16. Select Assemble from the Assemble types drop-down menu in the Component group.
17. In the Open dialog box, select component SHAFT.PRT and click Open.
18. Notice the 3D Dragger which appears over the component.
Figure 1
19. Rotate the model 90 degrees by dragging the red arc.
Figure 2
20. Rotate the model 180 degrees by dragging the blue arc.
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Figure 3
21. Drag the model forward along the green axis.
Figure 4
22. Position the component by dragging the location sphere.
Figure 5
23. Press CTRL+ALT and right-click to pan the component.
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24. Press CTRL+ALT and middle-click to spin the component.
Figure 6
12. Rotate and drag the component along the available 3D Dragger axes.
Figure 7
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Figure 8
14. Rotate and drag the component along the available 3D Dragger axes.
Figure 9
15. Right-click the 3D Dragger and clear the Drag along geometry check box.
16. Click Complete Component from the dashboard.
Figure 10
This completes the procedure.
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Concept: Creating Coincident Constraints using
Geometry
Creating Coincident Constraints using Cylindrical or Conical Surfaces
The Coincident constraint enables you to insert one cylindrical or conical surface into another cylindrical
or conical surface, making their respective axes coaxial. For example, you can create a Coincident
constraint to match a shaft to a hole, as shown in Figure 1.
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Figure 3 Selecting Alternate Planar Surfaces to be Coincident
You can select the Change Constraint Orientation option in the dashboard to rotate the surfaces so
that their normals switch from facing each other to facing in the same direction, and vice-versa.
When planar surfaces of components are assembled coincident to one another, it is the same as
assigning an offset value of zero, except that an offset value is not created for editing. The components
can be positioned in any location as long as the two specified surface normals either face each other or
face the same direction.
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Figure 1
8. In the dashboard, select the Placement tab.
Click New Constraint.
Select Coincident as the Constraint Type.
9. Constrain the SHAFT.PRT top surface coincident to the top BODY.PRT surface.
Figure 2
10. In the Placement tab, click Flip.
Click Flip again.
Figure 3
11. In the Placement tab, right-click the second Coincident constraint and select Delete.
40
191
Drag the SHAFT.PRT upwards.
Figure 4
13. Click Complete Component in the dashboard.
Figure 5
21. In the dashboard, select the Placement tab.
1. Click New Constraint.
2. Select Coincident as the Constraint Type.
22. Constrain the COVER.PRT hole coincident to the BODY.PRT hole.
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Figure 6
7. In this situation, the system may convert the Coincident constraint to an Oriented
constraint.
Figure 7
25. Review the constraints and click Complete Component .
Figure 8
This completes the procedure.
193
Concept: Creating Coincident Constraints using
Datum Features
Creating Coincident Constraints using Datum Planes
The Coincident constraint enables you to position two specified datum planes to lie in the same plane
(coplanar), and either face each other or face in the same direction.
When the datum planes of components are assembled coincident to one another, it is the same as
assigning an offset value of zero, except that an offset value is not created for editing. The components
can be positioned in any location as long as the two specified datum plane normals either face each other
or face the same direction.
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Figure 2 Selecting Datum Axes to be Coincident
Like datum planes, datum axes also have a positive direction, which is the side on which the datum tag
displays. By default, the system aligns the positive sides in the same direction. Again, you can use
the Change Constraint Orientation option in the dashboard to rotate the datum axes so their positive
sides face each other.
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Figure 1
19. Notice the orientation.
Figure 2
21. In the Placement tab, click Flip to toggle the orientation back.
22. Click Complete Component .
Figure 3
Task 2. Select datum axes with a Coincident constraint.
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4. Enable Axis Display and disable Plane Display .
5. Select BODY.PRT, right-click, and select Hide.
6. Select Assemble from the Assemble types drop-down menu in the Component group.
7. In the Open dialog box, select PLATE.PRT and click Open.
8. Reorient PLATE.PRT approximately as shown.
Figure 4
6. In the dashboard, click 3D Dragger to hide it.
23. Select Coincident as the Constraint Type.
7. Select the two datum axes.
Figure 5
4. Right-click and select New Constraint.
5. Select Coincident as the Constraint Type.
6. Select the two datum axes.
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Figure 6
7. Right-click and select New Constraint.
8. Select Coincident as the Constraint Type.
9. Select the two surfaces.
Figure 7
10. In the dashboard, click 3D Dragger to show it.
11. Click Complete Component .
12. Disable Axis Display .
13. In the model tree, right-click BODY.PRT and select Unhide.
Figure 8
This completes the procedure.
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Figure 1 Distance Between a Vertex and Datum Plane
The Distance constraint is the same as the Coincident constraint, except that the selected references can
be offset from one another a specified distance. The distance value becomes a dimension that can be
edited.
When you use the Distance constraint, the system sets the current offset direction as the positive offset
direction. To offset in the opposite direction, either drag the location handle to the other side of the
selected assembly reference or edit the offset to a negative value. The component moves to the opposite
side, and this offset direction is now set as the positive offset direction.
If components are assembled to one another with a Distance constraint offset value of zero, it is the same
as assembling them with a Coincident constraint, except that a distance value is available for editing. You
can double-click the Distance constraint tag in the graphics window and edit the constraint type to a
Coincident constraint, and vice versa.
You can also use the Change Constraint Orientation option in the dashboard to flip the component
orientation for the Distance constraint. For example, the component orientation was flipped between
Figure 2 and Figure 3.
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Figure 3 Distance Constraint Flipped
Figure 1
10. Select Assemble from the Assemble types drop-down menu in the Component group.
11. In the Open dialog box, select SUB.ASM and click Open.
12. Reorient SUB.ASM approximately as shown.
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14. Constrain the two cylindrical surfaces coincident.
Figure 2
Figure 3
19. Reorient the model.
50
201
Figure 4
21. In the dashboard, click Change Constraint Orientation .
Figure 5
22. Click Change Constraint Orientation to toggle it back.
23. Orient to the Standard Orientation.
24. Drag the sub-assembly upward.
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Figure 6
The second surface is a hidden surface on the underside of the shaft.
Figure 7
30. In the dashboard, click Change Constraint Orientation .
Figure 8
31. Click Change Constraint Orientation to toggle it back.
32. Edit the distance value to 1.
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Task 2. Use a Distance constraint between other geometry.
17. Orient to the Standard Orientation.
18. Enable Plane Display .
19. In the Placement tab, clear the Allow Assumptions check box.
20. Rotate the component approximately as shown.
Figure 9
21. In the Placement tab, click New Constraint.
Select Distance as the Constraint Type.
22. Select the vertex and the datum plane.
Figure 10
23. Edit the distance value to 35.
24. Edit the distance value to -65.
Figure 11
25. Click Complete Component .
This completes the procedure.
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Concept: Creating Parallel, Normal, and Angle
Constraints
Constraining Components using the Parallel Constraint
The Parallel constraint enables you to force a selected datum plane or surface into a particular orientation
without regard to an offset value. The Parallel constraint forces selected surfaces or datum planes to
become parallel with each other.
You can use the Change Constraint Orientation option in the dashboard to toggle the specified
references from facing each other to facing in the same direction, and vice-versa. You can also double-
click the Parallel constraint tag in the graphics window and edit the constraint type to a Distance, Angle
Offset, Coincident, or Normal constraint.
Constraining Components using the Normal Constraint
Similar to the Parallel constraint, the Normal constraint enables you to force a selected datum plane or
surface into a particular orientation without regard to an offset value. The Normal constraint forces
selected surfaces or datum planes to become normal with each other.
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Figure 2 Viewing a Normal Constraint
You can use the Change Constraint Orientation option in the dashboard to rotate the specified
references 180 degrees. You can also double-click the Normal constraint tag in the graphics window and
edit the constraint type to a Distance, Angle Offset, Parallel, or Coincident constraint.
Constraining Components using the Angle Offset Constraint
The Angle Offset constraint enables you to specify a rotation angle between planar references.
You can use the Change Constraint Orientation option in the dashboard to rotate the angle offset
180 degrees to the other side of the assembly reference. You can also double-click the Angle Offset
constraint tag in the graphics window and edit the constraint type to a Distance, Parallel, Coincident, or
Normal constraint.
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Procedure: Creating Parallel, Normal, and Angle
Constraints
:
6. To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
7. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Assembly\Parallel_Normal_Angle folder and click OK
8. Click File > Open and double-click ORIENT.ASM.
Figure 1
5. In the Placement tab, select Parallel as the Constraint Type.
6. Select the two surfaces shown.
Figure 2
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12. Notice the component orientation, and click Flip.
Figure 3
13. In the Placement tab, edit the Constraint Type to Normal .
Press CTRL+ALT and middle-click to spin the component 180, as shown.
Figure 4
Task 2. Utilize an Angle Offset constraint.
Figure 5
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10. Right-click in the graphics window and select Clear.
11. Press CTRL+ALT and middle-click to spin the component approximately, as shown.
Figure 6
14. Edit the angle to 25 and click Complete Component .
Figure 7
This completes the procedure.
There are two methods for creating drawings. In the first method, you manually place views onto a drawing.
In the second method, you use a drawing template to automatically populate the drawing with predefined
information. Typically, a combination of these methods is used, which involves manually placing views on
drawings that were started using a drawing template.
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Objectives:
After successfully completing this module, you will be able to:
Analyze drawing concepts and theory, as well as basic 2-D orientation skills.
Create, orient, and modify drawing views including general, projection, cross-section, detailed,
and auxiliary.
210
Figure 2 Example of a Drawing
The drawing may also contain notes, tables, and further design information. However, not every company
requires you to create drawings of models.
A drawing is bi-directional. If a change is made to a model, the drawing that displays the model
automatically updates to reflect the change. Similarly, if a change is made to a model in the drawing, the
model automatically updates as well.
To view specific areas of a drawing, you can pan and zoom the drawing using a combination of keyboard
and mouse functions, as shown in the following table.
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Orientation Keyboard and Mouse Selection
Pan
Zoom
212
Zoom Level Keyboard and Mouse Selection
Zoom
Fine Zoom
Coarse Zoom
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Refit Refits the entire drawing sheet in the graphics window.
Change sheets You can change drawing sheets in a multi-sheet drawing. The sheet numbers
display under the graphics window as individual tabs. To change sheets, you can select the tab
which corresponds with the desired sheet. Often your company's title block displays the drawing
sheet number in a multi-sheet drawing, as shown in Figure 3.
You must also specify the drawing Orientation, whether Portrait, Landscape, or Variable. If you select
Portrait or Landscape, you can choose between numerous standard, predefined drawing sizes. If you
select Variable, you must specify the desired drawing size width and height, in units of either inches or
millimeters. A C-size drawing is shown in Figure 1.
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Figure 1 Empty Drawing
Using Drawing Formats
When creating a new drawing, you must also decide whether to use a format in the new drawing. A
drawing format contains 2-D items that typically include boundary lines, referencing marks, tables, and
text. A format has an extension of *.frm, and is created in Format mode. A format is then applied to a
drawing. Your company has most likely created customized formats to use, as they typically contain your
company's logo, title block, and tolerancing standards. In Figure 2 shows a A2-size drawing with an
applied format.
215
group in the Layout tab, or you can double-click the drawing size that is displayed along the bottom of the
graphics window. You can then select your desired format, or replace an existing format with a different
format.
Procedure: Creating New Drawings and Applying
Formats
Procedure Setup:
7. To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
8. Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Drawing\Formats_Applying folder and click OK
Figure 1
Disable all Datum Display types.
Notice the text below the sheet that displays the drawing scale, type, name, and drawing size.
Figure 5
Click Sheet Setup from the Document group in the Layout tab.
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In the Sheet Setup dialog box, edit the Format from A Size to C Size in the drop-down list.
Click OK.
Figure 6
Double-click the SIZE : C tag at the bottom of the graphics window.
In the Sheet Setup dialog box, click the C Size format to activate the field. Click Browse from the
drop-down list.
In the Open dialog box, click Working Directory.
Select C_FORMAT_GENERIC.FRM and click Open.
Click OK.
Figure 10
In the input window, type your first initial, followed by your surname, and press ENTER.
Notice that the text at the bottom has updated again. Also notice the new format which contains a
border and title block.
Figure 14
Click Refit from the In Graphics toolbar.
217
Concept: Creating and Orienting General Views
Creating and Orienting General Views
When you create a drawing, the first view added to a drawing is a general view. A general view is usually
the first of a series of views to be created. When you create or edit a general view in a drawing, the
Drawing View dialog box appears displaying the View Type category.
You can edit the following attributes of a general view in the View Type category:
View name The view name displays in the drawing tree and when you cursor over the view in
the graphics window. It also displays in the layer tree when selecting the active layer object.
View type If there is more than one general view on the drawing, you can edit the view type
from general to a different view type. This option is only available when editing an existing general
drawing view.
View orientation Determines the orientation of the view in the drawing. You can set the view
orientation using model view names that are created in the model itself. These are the same model
views that are found in the model's saved view list and view manager. A general view can be placed
in any orientation.
218
6. Click File > Open and double-click GENERAL_VIEWS.DRW.
12. Click General from the Model Views group in the Layout tab.
13. Click OK in the Select Combined State dialog box.
14. Click in the middle of the drawing to place the view.
15. In the Drawing View dialog box, edit the View name to SHAFT_SIDE.
16. Notice the default view of the model. Also notice the model views available in the Drawing View
dialog box. The available views were generated from the model.
Figure 1
17. In the Drawing View dialog box, select Model view name FRONT, and click Apply.
Click Repaint .
Select Model view name LEFT and click Apply.
Select Model view name RIGHT and click OK.
Figure 2
18. De-select the SHAFT_SIDE view.
14. In the Drawing View dialog box, edit the View name to SHAFT_DEFAULT.
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15. Notice the model views available in the Drawing View dialog box.
Figure 3
16. In the Drawing View dialog box, select Model view name 3D, and click Apply.
Figure 4
17. In the Drawing View dialog box, select Model view name Default Orientation, and click OK.
Figure 5
This completes the procedure.
220
Concept: Utilizing the Drawing Tree
Utilizing the Drawing Tree
Drawing elements are shown in a hierarchical tree similar to the model tree. The drawing tree changes its
display to match the current drawing task, based on the tab selected in the drawing ribbon. The drawing
tree enables you to visualize the items in the drawing and right-click them for access to additional various
options.
The drawing tree appears above the model tree. Each can be independently resized or collapsed.
Both the drawing tree and the model tree can be toggled to display the layer tree.
221
Procedure: Utilizing the Drawing Tree
Procedure Setup:
To avoid naming conflicts, it is recommended you save your work, click File > Close until no
models display, then click File > Manage Session >Erase Not Displayed.
Click File > Manage Session > Set Working Directory and navigate to
the PTCU\Creoparametric3\Drawing\Tree folder and click OK
Click File > Open and double-click DRAWING_TREE.DRW.
Task 1. Navigate through the drawing and explore the drawing tree.
4. Disable all Datum Display types.
Also notice that the views are shown in the drawing tree.
Figure 1
16. The views in this drawing were renamed to be easily recognizable in the drawing tree.
Figure 2
8. Select the Table tab from the ribbon.
Notice the drawing tree updates.
222
Figure 3
9. Select Table 3 to locate it.
Right-click Table 3 and view the available options.
Figure 4
10. Select the Annotate tab from the ribbon.
Notice the drawing tree updates.
11. Expand the FRONT node and the Annotations node in the drawing tree.
Notice the various shown and erased dimensions.
Figure 5
12. Select the HOLE_DIA dimension to locate it.
223
Right-click and view the available options for this shown dimension.
Figure 6
13. Select the d21 dimension to locate it.
Right-click and view the available options for this erased dimension.
Figure 7
14. Expand the RIGHT node and the Datums node in the drawing tree.
Notice the various shown and erased axes.
Figure 8
15. Select the CYL axis to locate it.
224
Right-click and view the available options for this axis.
Figure 9
This completes the procedure.
You can access the most common sheet functions from the sheet tabs area, located below the drawing
status text.
Rename a sheet.
Within the Layout tab of the drawing ribbon, you can click Move or Copy Sheets from the Document
group.
225
Figure 1 Move or Copy Sheet Dialog Box
The Move or Copy Sheet dialog box enables you to:
Move the current sheet to the selected location.
Within the Layout tab of the drawing ribbon, you can click Sheet Setup from the Document group.
226
17. Disable all Datum Display types.
Figure 1
19. Notice the drawing tree updates for this sheet.
20. Cursor over the Sheet 2 tab to view the thumbnail preview.
Figure 2
22. Notice the drawing tree updates for this sheet.
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1. Press ENTER to leave the name blank.
2. Double-click the Sheet 3 sheet tab, type NEW, and press ENTER.
3. Drag the NEW sheet tab to reorder it as sheet 2 of 3.
Figure 3
24. Double-click the Sheet 1 sheet tab, type CYL, and press ENTER.
25. Right-click the Sheet 2 sheet tab and view the available options.
1. Select Rename, type ANG and press ENTER.
Figure 4
26. Select the NEW sheet tab to activate it.
27. From the Document group in the ribbon, click Move or Copy Sheets .
6. Select ANG, if necessary.
7. Select the Create a copy check box.
8. Click OK and press ENTER to create Sheet 4.
Figure 5
28. Select the Sheet 4 sheet tab to activate it.
1. Right-click and select Delete.
2. Click Yes.
Figure 6
29. Select the NEW sheet tab to activate it.
228
30. From the Document group in the ribbon, click Sheet Setup .
1. Select the current format to activate the drop-down list.
Figure 7
This completes the procedure.
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The system adds information to the drawing from the active model. The active model is displayed at the
bottom of the graphics window and in the model tree. You can switch between drawing models and set the
active one by clicking the Set Active Model/Rep icon from the model tree, by clicking Drawing
Models from the Model Views group of the Layout tab in the drawing ribbon, or by right-clicking in the
drawing and selecting Drawing Models.
However, you must click the Drawing Models icon and use the subsequent menu manager to add
new models. Figure 3 displays the menu manager.
230
You must also delete drawing models from the drawing through the view manager. You can only delete a
drawing model if there are no views using it, however, and each drawing must contain at least one
drawing model.
10. At the bottom of the graphics window, notice that SHAFT is the active model.
12. Click Drawing Models from the Model Views group of the Layout tab.
13. In the menu manager, click Add Model.
14. Select CYLINDER_BRACKET.PRT and click Open. At the bottom of the graphics window, notice
that CYLINDER_BRACKET is now the active model.
15. Notice that the model tree displays CYLINDER_BRACKET.PRT.
Figure 1
16. Click New Sheet .
17. In the input window, type your first initial, followed by your surname, and press ENTER. Sheet
number 2 is added to the drawing. Notice the model name in the title block.
231
Figure 2
18. Click General from the Model Views group in the Layout tab.
19. Click OK in the Select Combined State dialog box.
20. Click in the drawing to place the general view.
21. In the Drawing View dialog box, select FRONT as the Model view name and click OK.
Figure 3
Task 2. Add the ANGLE_GUIDE.PRT to the drawing.
Figure 4
9. Click General
.
10. Click OK in the Select Combined State dialog box.
11. Click in the drawing to place the general view, and click OK.
232
Figure 5
Task 3. Set a different active drawing model.
1. In the model tree, click Set Active Model/Rep and select SHAFT.PRT > Master Rep.
2. The SHAFT.PRT is now the active model.
14. Click General and click OK in the Select Combined State dialog box.
15. Click in the drawing to place the general view, and click OK.
Figure 6
16. De-select the drawing view.
233
Concept: Creating Projection Views
Creating Projection Views
You can either insert projection views by clicking Projection from the Model Views group in the
Layout tab, or by selecting a drawing view, right-clicking, and selecting Insert Projection View. In either
234
case, you must specify the parent view from which the projection view projects. When you create a
projection view, it is assigned a default name based upon the direction of projection.
The default projection type for projection views is Third Angle. If desired, the projection type can be
changed to First Angle.
4. Click Projection from the Model Views group of the Layout tab.
5. Select the front view, move the cursor up, and click to place the new projection view. Notice the
orange rectangle that snaps to your cursor until you click to place the view.
6. Select the front view, right-click, and select Insert Projection View.
7. Move the cursor to the right and click to place the new projection view.
Figure 1
Task 2. Create three projection views on sheet 3.
235
24. Move the cursor up and click to place the new projection view.
Figure 5
25. Select the shaft_side drawing view, right-click, and select Insert Projection View.
26. Move the cursor to the left and click to place the second new projection view.
27. Select the shaft_side view, right-click, and select Insert Projection View.
28. Move the cursor to the right and click to place the third new projection view.
Figure 6
This completes the procedure.
236
Figure 1 Cross-Section Views Using 3-D Model Cross Sections
You can only select valid cross-sections for a given drawing view. A valid cross-section is one that is
parallel to the screen when placed in the view.
A cross-section displays in a drawing view with a set of Xhatching. You can edit the following attributes of the
Xhatching lines:
Spacing For spacing, you can select either Half or Double from the menu manger. Each time
you select half or double, the spacing between Xhatching lines halves or doubles, respectively. You
can also type a spacing value for the Xhatching lines. In the upper image of Figure 2, the spacing
has been changed to a value of 0.15.
In the lower image, the spacing has been changed to a value of 0.6.
Angle For angle, you can select a Xhatching line angle in 30 or 45 degree increments between
0 and 150 degrees. You can also type an angle value. In the lower image of Figure 2, the Xhatching
line angle has been modified from 45 degrees to 135 degrees.
In addition to creating a section view, you can optionally add section arrows to any view that is
perpendicular to the section view. In Figure 3, the arrows were added to the drawing view.
237
Figure 3 Added Arrows to Perpendicular View
The direction in which the arrows point indicates the direction of material to maintain in the section view.
You can toggle this material direction if desired.
Figure 1
22. Click Close from the View Manager.
23. Click Close to return to the drawing.
24. Select the lower, center, shaft_side view. Right-click and select Properties.
25. In the Drawing View dialog box, select the Sections category and select the 2D cross-
section option.
238
1. Click Add Section and select A from the drop-down list.
2. Click OK.
Figure 2
26. Click in the background to de-select the view.
Figure 3
27. In the section view, select the Xhatching, right-click, and select Properties.
Figure 4
28. In the menu manager, click Spacing > Half > Done.
Figure 5
29. De-select the X-hatching.
Figure 6
239
30. Select the cross-section view, right-click, and select Add Arrows.
31. Select the top projection view to place the arrows.
Figure 7
32. Select the arrows, right-click, and select Flip Material Removal Side.
Figure 8
33. Right-click and select Flip Material Removal Side to toggle the material removal direction back
to the original direction.
This completes the procedure.
Location Select a location on the drawing where the resulting detailed view is to be placed.
Similar to other views, you can always move the drawing view at a later time.
Spline Select a center point in an existing drawing view that you want to enlarge in the detailed
view. You must then sketch a spline around the area of the view that you want enlarged in the
resulting detailed view.
240
Figure 1 Sketching the Spline
You do not have to be concerned about sketching a perfect shape because the spline is
automatically converted into a boundary shape. The default boundary shape is a Circle, although
you can modify the boundary to an Ellipse, Horizontal/Vertical ellipse, an ASME 94 Circle, or keep it
as a Spline. In Figure 3, the boundary shape is a Circle.
View name Provide a different detailed View name. The View name of the detailed view
displays in the detail note, as shown in Figure 3. The View name also displays under the detailed
view, as shown in Figure 2.
Xhatching (if applicable) If you create a detailed view for a drawing view that contains a cross-
section, you can optionally edit the Xhatching to specify a view other than the parent cross-section
90
241
view by selecting Det Indep from the menu manager when editing the Xhatching properties. The
default detailed view Xhatching is governed by the parent.
5. Click Detailed from the Model Views group in the Layout tab.
6. In the section view, select the center point for the detailed view.
Figure 1
7. Click points to create a spline curve around the SHAFT.PRT end. Do NOT close the spline curve
when sketching it. Instead, leave a gap.
Figure 2
8. Middle-click to complete the spline curve.
-- 242
Figure 3
9. Select a point in the top left of the drawing to place the detail view.
Figure 4
10. Click in the background to de-select the view.
12. Double-click the 3.000 scale on the view, type 4, and press ENTER.
13. Click in an empty area of the graphics window to de-select the scale value.
Figure 5
-- 243
Figure 6
This completes the procedure.
-- 244
You may also edit the View name to a more meaningful name, as well as add projection arrows, as
shown in the figure. The View name displays when projection arrows are created. You can also move
projection arrows individually with respect to the auxiliary view. Projection arrows can be displayed as
either single or double arrows.
Objectives:
After successfully completing this module, you will be able to:
Insert notes.
Publish drawings.
-- 245
Figure 1 Viewing Annotation Items on a Drawing
Notes Add additional information to a drawing that may not be found in dimensions.
Tables Displays additional drawing information in tabular format. Examples include names of
optional components in an assembly, specific dimension values for part numbers in a common
drawing, and cam lift values per degree.
-- 246
Concept: Creating Tables from File
Creating Tables from File
You can insert tables from a file. Table files that were previously saved can be reused throughout your
organization. You can save your own created tables as files, if desired.
To insert a table from a file, click Table From File from the Table group or select it from
the Table drop-down menu, also located in the Table group.
-- 247
Figure 3 Quick Tables Gallery
You can also click More User Tables to access tables shared in your organization in the pro_table_dir
path. Click More System Tables to access system tables stored in
the <loadpoint>/text/tables directory.
Once you have selected your desired quick table, the Select Point dialog box displays, enabling you to
specify the reference type to which the table snaps. Options include:
-- 248
Figure 1
18. Select Save As Table from the Save Table types drop-down menu.
19. In the Save Drawing Table dialog box, type rev_hist.tbl as the File name.
Click Save.
Select BOM_TABLE.TBL.
Click Open.
14. Move the cursor to locate the table near the upper-right corner of the sheet.
Figure 2
15. Click to place the table.
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Figure 3
16. Click in the background to de-select the table.
Figure 4
8. This table was created with a Repeat Region and Report Parameters which enables it to
update to the assembly.
Click Table from the Table group and select Quick Tables .
Scroll and select the tooltable.
Move the cursor to locate the table near the right side of the sheet.
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Figure 5
Click to place the table.
Figure 6
5. Click in the background to de-select the table.
Figure 7
This completes the procedure.
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Concept: Creating BOM Balloons
Creating BOM Balloons
Bill of Materials (BOM) tables can be used to detail the location and number of parts included in the
assembly for manufacturers. BOM tables are created with repeat regions. A repeat region is a group of
user-designated table cells that automatically populate, and expand or contract to accommodate the
amount of data currently in the model.
You can also detail parts and assemblies with BOM balloons, which are circular callouts in an assembly
drawing that display components listed in the BOM table. BOM balloons are tied to the bill of materials
table. If you select a table row, the corresponding balloon highlights, and vice versa.
You can create balloons by clicking Create Balloons and then selecting one of the following balloon
types:
All
By View You must select the view on which the balloons display.
By Component You must select the desired assembly component on which the balloons
display.
By Component and View You must select an assembly component in a particular view on
which the balloons display.
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Manipulating Balloons
You can manipulate placed BOM balloons in the drawing.
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Control the type of balloon. Options include:
4. Simple Circle.
Set the BOM balloon parameter to use from the repeat region. The default parameter is rpt.index.
Set the Reference Balloon Text By default, REF is used.
Figure 1
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8. Select a row from the table.
Figure 2
9. Notice that the corresponding balloon highlights.
Figure 3
11. Notice that the corresponding table row highlights.
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14. Right-click and select Properties.
15. In the Table Properties, notice that the BOM Balloons tab is now available.
16. Select the BOM Balloons tab.
1. Select Quantity Split Circle from the Type drop-down list.
2. Click OK.
Figure 4
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Figure 5
6. Click Split Balloons from the Balloons group.
7. Select the balloon.
Figure 6
Task 4. Update the assembly and observe the BOM table update.
11. Select the VALVE.ASM from the model tree.
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13. Select the bolt pattern, right-click, and select Delete Pattern.
14. Click Close .
15. Notice the message window and read its contents.
Click Close.
16. Notice the view and the balloon quantity have updated.
Figure 7
17. Notice that the BOM table has also updated.
Figure 8
This completes the procedure.
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Concept: Showing, Erasing, and Deleting
Annotations
Showing Annotations
When you create a 3-D model, you simultaneously create various items useful for annotating the model in
a drawing, such as dimensions and axes.
Dimensions
Geometric Tolerances
Notes
Surface Finishes
Symbols
Datums
28. Set Datum Planes, Set Datum Axes, or Set Datum Targets
29. Axes
The Show Model Annotations dialog box is context-sensitive. You can control which annotations display
on the drawing and where they display based on how items are selected:
Select a model from the model tree Indicates all the selected item types for the model on the
drawing. The items may appear in multiple views.
Select features from the model tree Indicates the selected item types for the selected features
on the drawing. The items may appear in multiple views.
Select a drawing view Indicates all the selected item types within a particular drawing view.
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Select features from a particular drawing view Indicates the selected item types for the
selected features on the drawing, within the view in which the feature was selected. If an item is not
appropriate to that view, it does not display.
Select a component in a particular drawing view (Assembly Drawings only) Indicates the
selected item types for the selected component on the drawing, within the view in which the
component was selected. If an item is not appropriate to that view, it does not display.
All of the possible items that can be shown based on the selected tab and selected items display in the
drawing in a preview color. You can then select or de-select items to show by using the dialog box or by
selecting them from the drawing.
Erase Temporarily removes the items from the display. The items are shown grayed out in the
drawing tree.
o Erased items can be returned to the display by right-clicking and selecting Unerase.
4. Any item originating in the model is retained in the model, and can be shown again.
5. Any item created in the drawing, such as dimensions or notes, are deleted and must be
recreated.
To erase/delete items, select them in the drawing, and then right-click and select Erase or Delete. You can
select items to erase or delete using the following methods:
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Select an individual item.
Figure 1
9. Select HOLE 2 from the top view.
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13. Notice the dimensions now only appear in this view.
Figure 2
10. Click Select All and then click Apply in the dialog box.
11. Select the front view.
Figure 3
9. To select a view, click within the view boundary, but not on the model geometry.
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Figure 4
13. Select the Sheet 2 tab to view sheet 2.
14. Select ANGLE_GUIDE.PRT from the model tree.
Figure 5
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Task 2. Erase, unerase, and delete dimensions.
4. Press CTRL and select the 65 and 32.5 dimensions in the front view.
Right-click and select Erase.
Click the background to de-select all selected items.
Figure 6
5. Specify Dimension as the selection filter.
Drag to select all dimensions in the top view.
Figure 7
6. Expand the Front view Annotations node in the drawing tree.
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Select d5, right-click, and select Unerase.
Select d25, right-click, and select Delete.
Select d2, right-click, and select Delete.
Figure 8
7. Select ANGLE_GUIDE.PRT from the model tree.
Figure 9
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Task 3. Show datum axes using different methods.
13. Click the Sheet 3 tab to view sheet 3.
14. Click Show Model Annotations .
Select the Datums Tab .
15. Select the Front view.
Figure 10
16. Select the top view and click Select All .
16. Click OK.
Figure 11
This completes the procedure.
Clean dimensions by view, or by selecting individual dimensions. You cannot clean angle or
diameter dimensions.
Create breaks in witness lines where they intersect other witness lines or draft entities.
Automatically flip arrows on dimensions when they do not fit between witness lines.
Figure 1 displays dimensions before the cleanup process has been performed, while Figure 2 displays
the cleanup settings applied.
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Figure 1 Dimensions Before Cleanup
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Figure 3 Dimensions After Cleanup
You can also click File > Print > Print Settings / Preview to preview and modify settings before printing.
When you enter Print Preview mode, the Navigator pane automatically closes, and when you close
Print Preview, the Navigator pane automatically restores.
Print Preview creates an accurate preview of the selected output type. It takes into account pen table
mapping, line styles, line priorities, printer margins, and other settings. To preview the output, you can
click Preview from the Print Preview tab in the ribbon.
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Figure 1 Previewing the Drawing
You can also modify the default settings for the specified publish option by clicking Settings in the
Print Preview tab of the ribbon. Once you are satisfied with the display of the drawing in Print Preview,
you can click Print directly from the Print Preview tab.
Exporting Drawings
You can also export the drawing to one of many different formats by clicking File > Save As > Export.
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The following electronic file formats are available:
DXF 4. PDF 6. Medusa
Of course, any of these exported file formats can also be sent to a printer to generate a hard copy. You
can also modify the export settings by clicking Settings from the Configure group in the Export Setup
tab of the ribbon.
You can also click File > Save As > Quick Export (*.XXX) to quickly export a copy of the drawing in the
same format used in the previous export. The XXX denotes the file format to be created.
Figure 1
27. Click Close Preview from the Finish group.
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30. Select the TIFF export option.
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