Caita Powercopy, Catalog

CATIA Training
Foils
CATIA Tools for Proficient Users

Version 5 Release 8 January 2002 EDU-CAT-E-PRO-FF-V5R8
Copyright DASSAULT SYSTEMES 2002 1
Course Presentation
Objectives of the course
In this course you will learn how to use tools dedicated to CATIA V5 Project Master such as the Catalog edition and Powercopy management
Targeted audience
Advanced Users
Prerequisites: CATIA Basics, Sketcher , Part Design
1 day
Copyright DASSAULT SYSTEMES 2002
Table of Contents
3. Standart Knowledge Tools 4. Using CATIA V5 Layers and Filters 5. Customizing CATIA V5 User interface 6. Creating and Using powercopies 7. Creating Catalogs of Components 8. From CATIA V4 to CATIA V5 Basics
p 04 p 37 p 50 p 69 p 90 p 152
Standart Knowledge Tools

You will learn how creating and using standart knowledge tools :
Introduction to Standart Knowledge Tools Creating and Using Parameters Creating and Using Formulas Creating and Using Design Table
Introduction to Standart Knowledge Tools
You will learn about the Standart Knowledge Tools :
Accessing the Tools Seeing Terminology Checking Settings
Accessing Standart Knowledge Tools

1
From Knowledge Toolbar:
From Tools + Formula
Access to Formula Dialog Box
Terminology
User Parameter
A Parameter is a property of a CATIA document defined as a feature. It has a value and can be constrained by a Relation.
RA relation is a generic name
for knowledge features : formulas , design tables...
A Formula defines how a
Design Table
parameter is to be calculated with respect to other parameters of the document Example : Length_of_Circle = 2 * Pi * Radius_of_Circle.
ADesign Table is a Excel or text table constraining a set of parameters. Each
column of the table defines possible values of a concrete parameter (its name is associated to the name of the column). Each row of the table defines a possible Configuration of this set of parameters. A Configuration is a set of coherent values of a set of parameters.
Knowledge Settings (1/3)

Customizing the specification tree (1) Displaying the parameters in the tree defined in the part document (2) Displaying the relations in the tree defined in the part document
1 2

Select the corresponding option if you want
the value of the parameter to appear in the tree the formula driving the parameter to appear in the tree
to surround the parameter names by the Symbol Parameter names To load extended language libraries wherever using measures in relations or user functions
1 2 3 4

Customizing the specification tree (2) (3) (4) Displaying the constraints and dimensions defined in the product document Displaying the parameters defined in the product document Displaying the relations defined in the product document
1 2
10
Creating and Using Parameters

You will learn how to create and manage parameters :
11
About Parameters (1/2)

Types of parameters
User Parameters
2 types of parameters: Intrinsic parameters define the intrinsic properties of the document User parameters define the extra pieces informations added to a document. You can define them at different levels: -Part level -Assembly Level -Feature Level Various types of parameters: Real, integer, String, Boolean, Length, Mass.. With single value (continuous) or multiple values (discrete). User parameters : - can be used to add specific information to a document - can be defined or constrained by relations - can be used as the arguments of relation
Intrinsic parameters
12
About Parameters (2/2)

Types of parameters
User Parameter defined on a CATPart
User Parameter defined on a CATProduct
Length Type
String Type
13
General Process to create a User Parameter (1/2)

Click on the F(x) icon
The Formulas panel is displayed
Select the desired type and then specify Single Value or Multi Value option or. Click on New Parameter of type button
Dont forget to click Apply
14
General Process to create a User Parameter (2/2)
The new parameter with default name (here Real.1) and default value 0 appears at the end of the parameter list
6
You can rename the parameter by typing a new name in the Edit name, value or formula field
Creating a User Parameter with Single Value
1 2 3 4
Click on the f(x) icon The Formulas panel is open Choose Single Value option Choose the type Length in the list of possible types Click on New Parameter of type button The new parameter with default name (length.1) appears at the end of the parameter list.
2 5
Type of parameter
5
Click Apply to confirm the creation of the new parameter

16
Creating a New Parameter with Multiple Values

1
Click on f(x) icon
Choose the type String and Multiple Values option
Click on New Parameter of type button The panel of the Value List appears: -Type the first value in the first field, then Enter (Val.1 appears in second field) -Type the second value in first field, then Enter (Val.2 appears in second field)
Click OK to confirm
Double-Click the Parameter in the Specification Tree Select your desired value
17
Editing a User Parameter

1
Double-Click a Parameter in the Specification Tree
Check the Parameter definition and edit it
Change the Parameters value & Click OK to confirm
Right-Click the field value in the Edit Parameter Panel

A number of useful capabilities are available from the contextual menu of parameter edition box: 1-To edit Formula; 2-To specify a tolerance for the Length and Angle parameters; 3-To change step being incremented or decremented in the value field; 4-To specify interactively a measure.. 5-To specify the lower and upper bounds of the parameters value 6-To add comment or specify an existing one
18
Creating and Using Formulas

You will learn how to create and manage formulas :
19
About Formulas
. Formulas are features used to define or constrain a parameter. . A formula is a relation that you write with parameters, operators and functions. . The left of the relation is the parameter to be constrained, the right part is a statement. . Once it has been created, a formula can be manipulated like any other feature from its contextual menu.
20
General Process to create a Formula (1/2)

You can create formulas with dimensions or user parameters.
Double-Click on the parameter in the specification tree and select Edit formula in the contextual menu (MB3).You can also click on the f(x) icon and select Add Formula button in the Formulas panel when creating a parameter
Or .
Select the Parameter
The formula Editor panel appears
21
General Process to create a Formula (2/2)

3
Enter the right side of the formula in the formula editor field. To enter a parameter, you can: - either check the 'Select Feature' box. Selecting a feature in the geometry area or in the specification tree enters the feature definition in the formula editor. - or check the 'Filter' box. Selecting a feature in the geometry area or in the specification tree highlights all the features below the selected feature in geometry area
Formula feature is displayed in the tree
22
Referring to External Parameters in Formulas (1/4)

In a formula, you can use parameters defined in external documents. This works between any types of document. For example, in a CATPart document, you can specify a formula referring to parameters defined in a CATDrafting document. External parameters can also be used when working within an assembly. You must activate the option Keep Link with selected object in Tools / Option Menu 1
Open Both documents and Select the Window->Tile Vertically command from the standard menu bar
2
Click on the F(x) icon to display the Formulas dialog box. Select a parameter, then click Add Formula. The formula editor is displayed Select a feature in the external document tree. The External parameter selection panel is displayed In the External parameter selection dialog box, select the parameter(s) that you need in your formula and click OK
Select the Edit->Links command from the standard menu bar. The dialog box which is displayed confirms there is a link between two documents. We can keep the link or choose Isolate in the links dialog box. If we click Isolate, the External Parameters node can no longer be expanded and the Length.2 parameter is added below the Parameters node.
4 5
Activate

In a Formula, you can use parameters defined in external documents. This work is possible between any types of document. The following Assembly contains two parts.
In the Specification Tree, Double-click on the User Parameter diam_disc to edit it.
Right-click on the Edit Parameter Dialog Box in order to select Edit formula option. The Formula Editor Panel is displayed
24

3
Select the second instance (ISO_SCREW). The External parameter selection panel is displayed.
Select the User parameter d_dia and then validate
25

Select the Edit->Links command from the standard menu bar. The dialog box which is displayed confirms there is a link between two documents. We can keep the link or choose Isolate in the links dialog box. If we click Isolate, the External Parameters node can no longer be expanded and the d_dia parameter is added below the Parameters node.
26
Measure Functions in Formulas

Measures, i.e. values captured from the geometry area can be used in formulas : distance between two points wet area of a PartBody total length of a curve length of a curve segment volume of a PartBody or a closed surface area of a surface or a sketch 1
Check that the Load extended language libraries option is selected in the Knowledge tab of the General settings (Tools/Options) Spline definition Point definition Boolean: true or false
angle between two lines or two directions center of gravity returning points inertia axis on solid, surface, sketch
2
Select the Measures item from the Dictionary list. In the list of measures, select for example the length(Curve,Point,Boolean) item. The length function is added to the Formula Editor.. Copyright DASSAULT SYSTEMES 2002
1.Insert parenthesis. As you need three arguments, insert two commas within the parenthesis. 2. Position the cursor where the first argument is intended to be typed. Then select the Spline feature in the specification tree. The curve argument is added to the length definition. 3. Position the cursor where the second argument is intended to be typed. Then select the Point feature in the specification tree. The point argument is added to the length definition. 4. Type a boolean for the third argument: True if the length is to be calculated from the origin, False if the length is to be calculated from the curve end.
27
Editing a Formula
1 2
Open the Relations node in the Specification Tree Select the formula to be edited Double-click on the formula Or Right-click the formula selected: Formula Object->Definition command From the contextual menu
Check the formula definition in the formulas Editor dialog box if needed, use the erase a formula icon to
The Incremental mode The Incremental mode allows you to display only the parameters of the features selected in the specifications tree. To use this mode, check the Incremental box, then select the feature you want to display parameter list, from either the specification tree or the geometry area. To write Formulas using functions and measures, use CATIA Knowledge Advisor Programming Guide for more information on how to write Formula.
Formulas Defined as Constant
29
Creating and Using Design Tables

You will learn how to create and manage Design Tables .
30
About Design Table

A design table provides you with a means to create and manage component families. These components can be for example mechanical parts just differing in their parameter values. Screws are a good example of mechanical parts that can be described by a design table. In a design table, a set of parameter values is called a configuration and is registered in a row. A design table can be created from a CATIA document (the document data is then exported to the design table). It can also be applied to a document (the document data is then imported from the design table). The purpose of the design table is to drive the parameters of a CATIA document from external values. These values are stored in the form of a table either in a Microsoft Excel file on Windows or in a tabulated text file Knowledge Advisor Toolbar : Design Table icon
It is possible to indicate the sheet number where the table is found
31
Creating a Design Table (1/2)

1
Click on the Design Table icon
The Design Table creation panel is open. Select the option Create with current parameters values. Click OK
Select the parameters to add to the design table and use the arrows.
4
Specify a file to contain the generated design table. Click Open button
32
Creating a Design Table (2/2)

5
A dialog box displays the newly created design table. This design table contains only one configuration. By default it is active. If you want to add other rows, click on the Edit table button
The Design Table feature appears in the specification tree under the node Relations
33
Editing a Design Table (1/2)

1
Double-click on the Design Table object in the specification tree to open the table panel
Click on Edit table Button to open the corresponding Excel file Under Windows NT
34
Editing a Design Table (2/2)
You can change the Values on the excel file or add new rows
Save your Excel file and close your application
A CATIA panel confirming that the design table of CATIA document will be synchronized Click on OK to confirm
Click Apply into the CATIA design table dialog box, the document is updated automatically
35
Using a Design Table

1
Open Relations node in the Specification Tree, then Double-click on the design table element
The design table panel is open. One of its rows (1) is selected. Select another one (Configuration2)
Click on OK to confirm
36
Using CATIA V5 Layers and Filters
You will learn how to create and use CATIA V5 Layers
Usefulness of Layers and Filters Using Layers Using Visualization Filters
37
Usefulness of Layers and Filters

You will learn when it can be useful to have layers and filters in CATIA V5
38
Why Using Layers and Filters?

You can dispatch objects onto layers, and create and apply filters to only view certain layers depending on your needs
Layers
You can use up to 1000 layers in a document to dispatch objects and organize the visualization using filters
Filters
You can define as many filters as needed to adapt visualization to your needs. Default filter is All Visible, which means all layers are visible.
Document
Filtered visualization
Objects on Different Layers
39
General Process
Creating objects (*)
Assigning objects to layers (*)
Creating ...
... & Applying filters
(*) Note that you can create objects directly on the desired layer (on the current layer)
Using Layers
You will learn how to name layers and how to assign objects to them
41
What About Layers?

Layers
None (default): means there is no current layer and all document content is visible. Objects assigned to None will always be visible You can use up to 1000 layers numbered from 0 to 999 and name them as you like
None 0 General 1 Layer 1 2 Layer 2 Other Layers...
Using Layer
Bodies and PartBodies can be assigned to layers Components of Products can be assigned to layers All features included in the selected (part)body inherit the layer assignment except for sketches Sketches remain on the None layer if not assigned to another layer You can rename layers and sort them out by number ([Num] tab) or by name ([Name] tab)
Layers used
Layer definition is stored in CATSettings. This allows for application of company standards When opening a CATIA V4 document, the layer organization is kept as is
Assigning Objects to Layers
Select an object
You can also select the layer in the list using the down arrow
Display the Graphic Properties toolbar (View > Toolbars) 3 Type the number of a layer (here 3)
When you click on an object, the layer (number) to which it is assigned is displayed in the View toolbar You can create objects directly on a given layer. The object is then assigned to this layer To change the current layer, first make sure no object is selected, otherwise it will be assigned to this layer
The selected object is assigned to layer 3 Note that Features making up the body inherit the layer assignement (except for sketches)
43
Checking Objects Assigned to a Layer

1 Select Other Layers...
2 The Named Layers dialog box is displayed
Click on a layer
The object(s) assigned to the selected layer are highlighted. Here, Body.3 was assigned to layer 3
44
Adding and Naming Layers

1 Select Other Layers...
The Named Layers dialog box is displayed Click on the New button
A new (numbered) layer is added to the list 3 Click OK to confirm The new layer is also added to the layer list
You can rename the layer by clicking slowly twice on the layer name Clicking the [Num] and [Name] buttons list layers in numerical and alphabetical order
None 0 General 1 Layer 1 2 Layer 2 3 Layer 3 4 Layer 4 Other Layers... 45
Using Visualization Filters
You will learn how to create visualization filters and how to apply them to the document
46
What About Filters?

Filters
A filter only displays the objects assigned to certain layers. Default filter is All visible, which means all layers are visible When you create a new filter you specify the layers that will be visible when applying this filter The Visualization Editor allows you to combine criteria and operators to specify the layers to make visible Criterium are operators (equal, different, lower, greater, ...), the list of existing layers, and logical functions (and, or, not) to combine layers.
Operators Filter definition List of layers
Logical functions to combine layers
Applying Filters
You can create as many filters as needed You can apply only one filter at a time
Visualization Filters list Filter definition is stored in CATSettings. This allows for application of company standards When opening a CATIA V4 document, the filters organization is kept and can be used using a specific menu (Filter)
Creating and Applying a Simple Visualization Filter
2 1 Click Tools menu and Visualization option The Visualization Filters dialog box is displayed with default filter All visible Select an operator
Click button New to create a new filter The Visualization Filters Editor dialog box is displayed Note: Clicking on these functions will add new lines in the filter definition
3 4
Select a layer. This will edit the first line in the filter definition (never take layer 0) Click OK to confirm 5
You can edit filters and delete them if needed (except for the All visible filter)
The filter just created is added to the list. 6 Click Apply to apply it
48
Click OK to confirm
Applying Visualization Filters
1 Click Tools menu and Visualization option The Visualization Filters dialog box is displayed with existing filters
You can edit the filter before applying it to check the layers involved
Select the filter to apply 3 Click Apply to apply the filter to the document Only objects assigned to layers involved in the filter definition will be visible
49
Customizing CATIA V5 User Interface
You will learn how to create customized Workbenches and toolbars
Customizing Favorite Workbenches Creating User Workbenches Inserting and Editing Toolbars Adding Commands in Toolbars
50
Customizing Favorite Workbenches

You will learn how to put favorite workbenches into Welcome Panel
51
What are Favorite Workbenches?

Favorite Workbenches are those that CATIA will display for you at each beginning of session in the Welcome panel. Welcome panel is empty by default
Favorite Workbenches
Welcome Panel
This welcome panel is also available by clicking on Workbench icon
52
Setting Favorite Workbenches (1/2)

Favorite Workbenches are those that are displayed in Welcome Panel when you start a CATIA session
2 Select Start Menu tab 3 Select or multi select workbenches in the available list 4 Click on right arrow
Select Customize in Tools menu
53
Setting Favorite Workbenches (2/2)

Favorite Workbenches are those that are displayed in Welcome Panel when you start a CATIA session
4 Selected workbenches do appear now in the Favorites list
Now, when beginning a CATIA session or when clicking on workbench icon, you will obtain this Welcome Panel
5
Click on Close when you have finished with customizing the interface
54
Creating User Workbenches

You will learn how to create a new user Workbench
55
What is a User Workbench?

A user workbench is a workbench that a user may need and that does not exist by default in CATIA .So user has to create it
This Workbench icon means it is a user workbench
Wireframe toolbar
This Workbench is a user workbench, it contains two toolbars that belong to two different existing workbenches of CATIA: - Sketch Based Features toolbar belongs to Part Design Workbench - Wireframe toolbar belongs to Wireframe and Surface toolbar
Creating a New User Workbench (1/2)

You can create a new user workbench when editing a CATIA Document
1 Open the type of CATIA document your user workbench will be dedicated to Select Customize from Tools menu 3 Select User Workbenches tab
Click on new
5 Key the name of your new User Workbench
57
Creating a New User Workbench (2/2)

The new workbench will be dedicated to the edition of only one type of file (the same type as the file you were editing when calling customize panel).
6 The new workbench appears now in the list of user workbenches, it has become the current workbench User Workbench icon
58
Inserting and Editing Toolbars

You will learn how to add existing toolbars in a workbench and how to create new ones
59
Why creating new toolbars?

A workbench may not contain a command or a set of command that a specific user would need quite often when editing CATIA documents with it
Part Design Workbench
This wireframe toolbar is not present by default in the Part Design Workbench, it has been added by a user
60
Creating New Toolbars (1/3)

You can create new toolbars or add existing ones to the current workbench
1 Set the workbench in which you want to add toolbars as the current Workbench Select Customize from Tools menu 3 Select Toolbars tab 4 Click on New
You have the list of available toolbars in the current workbench


You can either 5a Create a new empty toolbar by keying a new name 5b Or insert an already existing toolbar 6b Selecting by selecting the the toolbar workbench containing it
(5b)
(4b)
6a And click on OK 7b And click on OK
62
Existing Toolbar
New empty Toolbar
New created toolbars appear now in the list of toolbars that are available in the current workbench
63
Adding Commands
You will learn how to add commands to the current Workbench by inserting them in toolbars
64
Why adding commands?

A command may not be available in a toolbar where a specific user could need it. So the user will have to make it become available
This button does launch the Save Management (old Save All as) command and is not available in this toolbar by default. A user did put it there and assigned this icon to it(There was no icon by default).
By default the only way to launch the Save management command is to select it in the File menu
65
Adding Commands in Toolbars (1/3)

You can add existing commands of CATIA in toolbars of current workbench
1 Make sure the toolbar in which you want to add the command is available in the current Workbench
3 2 Select Customize from Tools menu
Select Commands tab
Select the categorie (menu) containing the command you wannt to add
(4)
Select The command you want to add
66

You can add existing commands of CATIA in toolbars of the current workbench
6 Click on this button to access the list of available icons
(6)
Select the icon and Close the icon browser

Drag and drop the command into the toolbar
You can add existing commands of CATIA in toolbars of the current workbench
drag drop
68
Creating and using Powercopies

You will learn the Catalog workbench main features and tools to create and manage catalogs of reusable components
PowerCopy Presentation PowerCopy Creation Saving a PowerCopy PowerCopy Instantiation
69
PowerCopy Presentation
You will learn what is a PowerCopy and how it can be used
70
What is a PowerCopy?(1/2)
PowerCopy is a set of design features grouped together to be reproduced: it is a kind of advanced copying tool You can edit it (set contained features, entries, previews ) You can instantiate and customize it in the design of any part
PowerCopy tools are available in the Insert menu (Advanced Replication Tools) of those workbenches: Part design, Wireframe and Surface, SheetMetal Design
The PowerCopy you want to create and instantiate is made up of
One sketch (put on a face of a Pad) One pocket based on this sketch
And one thickness of a wall of this pocket
71
What is a PowerCopy?(2/2)
When instantiating the PowerCopy, you will be able to customize:
The face supporting the sketch
The value of the thickness
the depth of the pocket
And the Position of the sketch (latitude and height parameters values)
72
PowerCopy Creation
You will learn how to create a PowerCopy
73
Creating a PowerCopy.
Creating a Power copy consists in several steps that are to be made in the following order
0 Making the Part ready for the creation of the Powercopy 1 Setting Definition 2 Identifying and naming inputs 3 Publishing Parameters 4 Setting Icon and preview
74
Creating a PowerCopy (1/4)

Once you have the right geometry in your CATPart, you must build your powercopy with selected features
1a Select Powercopy creation in insert menu 1b Key the name of your Powercopy
1c Select features making up your PowerCopy


Once features making up your powercopy are selected, you need to identify and eventually rename geometric inputs
In our case, there is only one geometric input: This is the face supporting the Sketch making up the powercopy
To rename a geometric input 2a
Select inputs tab
2b
Select the input to rename
When editing inputs tab, required geometric inputs are shown in geometry
2c Key in the new name of the input
Note that geometric inputs totally depend on which features you selected to create your Powercopy: in fact they are parent geometric elements that remain outside the Powercopy

Once geometric inputs are identified and renamed, you have to choose and publish parameters of which you want to be able to set values when instantiating the Powercopy
To publish parameters Select parameters 3a tab
3b
Select parameter
3c
Check published option
3d If necessary, give a public name to the parameter Note that it will be easier for you to recognize them if you have already renamed parameters with knowledgeware tools
In our case, there are four renamed parameter to publish (keep their names as public names): - DepthOfPocket - Height - Latitude - Inside Thickness
77

Once parameters are published , you can select the icon for your powercopy and make a grab screen to create a preview of your powercopy for catalogs
3a Select icon tab 3c 3b Select icon 3d Make a grab screen to have a preview Prepare the CATPart window for the grab screen
3e
You can now validate
To prepare the grab screen, you can remove tree and compass from the window and get the correct zoom and orientation 78
Saving a PowerCopy
You will learn ways to save a Powercopy
79
Saving a PowerCopy.
If not saved, a Powercopy will never be instantiated
To save a powercopy, you must save the CATPart which contain the powercopy
Powercopies are stored under powercopy node of CATPart
You can also create or update a catalog which makes reference to all powercopies of your CATPart
80
Saving a PowerCopy in a Catalog (1/2)

0 To be able to make a save as Catalog the CATPart file must not have been modified since last save 2 Click on this button to access a browser if you are not satisfied with the path
3 1 Click on Save in Catalog command
Select correct path and key the name of the catalog
81
Saving a PowerCopy in a Catalog (2/2)

The resulting catalog can be edited with catalog editor workbench
Click 4 on OK 5
If you you want to see how the resulting catalog looks like, you can open it
6 Here is the resulting catalog
82
PowerCopy Instantiation
You will learn how to paste with customized options features making up you powercopy
83
Instantiating a PowerCopy (1/4)

First step of the powercopy instantiation is accessing to the powercopy: you can make it: a) by selecting the CATPart file containing it b) by browsing a catalog having it as reference
Select Instantiate 1a from document 1b Click on Catalog browser
2x
2x 2b Select the CATPart file 2x 2b Double click on the feature
84

Second step of the powercopy instantiation is defining the geometric inputs of the powercopy
3 Select in the geometry the inputs of the powercopy
(3) When selected ,geometric inputs are shown in the geometry
85

Third step of the powercopy instantiation is setting values of parameters that have been published at the creation of the powercopy
4 Click on Parameters
Set values
Click OK
If you want you can create on the fly formulas with parameters having same names
86

The result of the powercopy instantiation is inserted after the in work object
7 Click on OK
The result of powercopy instantiation is a set of editable features.They are not linked to the original features of the powercopy
87
Additional Information (1/2)

A few advices for instantiation of powercopies:
When you instantiate a powercopy from a CATPart containing several ones you can choose it through the reference If you want to use the powercopies several times , check the repeat option
Use identical names allows the automatic selection of the geometric inputs that have the same name as those used for the creation of the PowerCopy
88
Additional Information (2/2)

When selecting a supporting face for a sketch, it is recommanded to select the face of a positionned and oriented local system instead of a face of the geometry: In the first case position and orientation of the axis in the created sketch will be controlled In the second case position and orientation of the axis in the created sketch will be uncertain
Here, face selected to support the sketch is a face of a local axis system: origin of created sketch is the origin of the local axis and the H and V axis orientations are determined by the local system
Here, face selected to support the sketch is a face of a the geometry: origin of the created sketch is a vertex of the selected face and orientation of H and V axis is not the expected one
89
Creating Catalogs of Components

You will learn the Catalog workbench main features and tools to create and manage catalogs of reusable components
Catalog Workbench Presentation Browsing Catalogs Creating Catalogs Creating Chapters Creating Families Creating Keywords Creating Components Creating Part Family Components Referencing Data from External Catalogs Checking the Catalog preview Creating Catalogs in Batch Mode
Catalog Workbench Presentation

You will learn about the Catalog Workbench by
Accessing the Workbench Exploring the User Interface Seeing Terminology Understanding General Process
91
What is a Catalog?
A Catalog is a file which provides fast access and previsualization of CATIA Documents, and features. It also classify the documents or features with Chapters and SubChapters, and keywords.
A catalog references chapters and end chapters. Example: Fasteners can reference Screws, Nuts, Bolts... Syntax used for creating catalogs and query comes from Knowlegeware
92
Accessing the Workbench

To create and edit catalogs 32Anywhere from: 1- Start menu 2- File / New menu 13- File / Open menu
Note that when you are in another workbench, you can browse existing catalogs using the Catalog icon in the tools toolbar
User Interface: Toolbars
Chapter Toolbar
Data (description) Toolbar
Browsing Toolbar Tree Structure of the catalog also called catalog navigator
Content description and preview of the catalog entities

94
User Interface: Commands
Chapter Link to other Catalog Family Part Family
Keyword Component Part Family Components Catalog filter Resolved Components
Catalog Preview
Terminology
1 2 3 Structure tree of the catalog indicates if the feature is : a Catalog a Chapter a family if the feature comes from another catalog 4 5
Catalog (1): A way of classifying many objects. A V5 catalog is in the form of a tree structure made up of chapters and families Chapter (2): A set of references. Made of chapters and families Family (3): A set of references. Made of entities which have the same classification
Keyword (4): The references are described using keywords such as name, type, diameter, length, etc. Keywords are then used to make a query in a catalog Component (5): Reference to an entity. It is displayed with its keyword values Entities (5): CATIA documents (CATPart or CATProduct...) referenced
96
General Process
Creating a new catalog
Browsing catalogs...
... to insert objects in a document
97
Additional Information
Catalog Creation and Utilization
.cvs file Batch Catalog workbench (interactive) Batch* V4 library *Not covered in this lesson
Parts / features...
What you can do in CATIA V5: Insert component(s) in assembly
(.catalog) Catalog
Edit component(s) in Part Design Insert PowerCopy in Part Insert Detail in Drafting Replay macros
Types of Components that can be Used

CATPart, CATProduct, CATScript, CATGScript (Generative knowledge), and features such as Detail (Drafting), Power Copy, Formula, Rules, Check, and Rules Bases
98
Browsing Catalogs
You will learn how to search and use objects from catalogs
Catalog browser dialog box
99
What is Browsing a Catalog?

The Catalog Browser is a tool available in several workbenches which allows you to consult catalogs. It means to have previews and descriptions of elements referenced in them, to sort them out with queries and to insert them in your current document.
Access to father chapter Current chapter displayed Display Modes
Selects another catalog
Elements referenced in the current chapter
Selected element preview
Query field to narrow down your search
Query Launcher Displays or hides descriptions table
Descriptions table
Catalog browser dialog box

Browsing Catalogs
In a catalog, you can have chapters, families, documents and features referenced, you have to know how to navigate among them 1 2
Click the Catalog icon. It opens the catalog browser Click the Open icon to select a catalog Click the Up one level icon to go back to the father chapter
2x
3
Double click a chapter icon to open it
3
Click on an element icon to get its preview You get the preview and the description of the selected object
Click the Table button to show or hide the desciptions table 101
Inserting a Component from a Catalog (1/2)

1
Click the Catalog icon. It opens the catalog browser
2
Open chapters until you get the end chapter in which the element you want is referenced
3
Use contextual menu > Copy on the element
4
To insert an object you can also drag and drop it into your destination document
Paste the object into your document

102
Inserting a Component from a Catalog (2/2)

Inserting a Component from a Catalog : we can obtain a preview of the component to position it on the target document
Double-click on the desired component to insert
A preview window appears
x2
Select on the target component a point to position the new component
103
Sorting Out Components with Queries (1/4)

When consulting a family , you can apply a filter so only components respecting your specifications will be displayed. 1
First thing to do is to expand the Table
Have a look at the keywords and
keep in mind the exact spelling which is important to build correct queries
104
Apply a filter
Key your specification in the Filter field
105

The way to build a specification will be different whether the value of the concerned keyword is numeric or alphanumeric 1
Key your specification in the Filter field
2
Click on apply the filter to
3
Only components respecting the specification are displayed For numeric values (Length, Weight) use expressions like : Reference x.Diameter <= 8mm value (do not x. for value of... Operator (<=, >=, or== for comparison) Copyright DASSAULT SYSTEMES 2002 Keyword (with exact spelling) forget the unit!) For alphanumeric values (string,) use expressions like : x.Name ==CHC-M6-16 or x.Name.Search(CHC-M6)>=0
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Same kind of expression as for the numeric values (but only == does work as Operator and you need to delimit Reference value To select all the values of the keyword with ) containing the chain of characters CHC-M6

You can combine effects of two specifications to build a query
Result of first specification
Result of 2nd specification
Intersection of results of both specifications

Union of results of both specifications

107
Creating Catalogs
You will learn how to create catalogs file from scratch
A catalog
Creating Catalogs
There are several options to create CATIA V5 Catalogs
You can create an empty catalog from scratch
You can save a CATPart containing Powercopies as a catalog
Or you can save CATDrawing files containing details sheets and dittos as a catalog
109
Creating a New Catalog (1/2)

Accessing the Catalog Editor workbench will create an empty catalog with a first chapter
1
Activate the catalog workbench using the Start or the File menu A new catalog is created with one chapter
Chapter Chapter.1 can be renamed
2
Save the catalog to name it (File > Save As...)

110
Creating a New Catalog (2/2)

To choose to create a catalog interactively implicates all this process
1
Creating a new catalog
Saving the catalog
Adding chapters & families

4
Linking components to CATIA documents
Defining keywords
111
Creating a Catalog from a CATDrawing file (1/2)

You can save CATdrawing files containing details sheets and dittos as catalogs
Only 2dComponents that are in detail sheets will be referenced in the created catalog
1 Select Save as command from File menu
2
Select catalog for the type of the file

112
Creating a Catalog from a CATDrawing file (2/2)

You can save CATdrawing files containing details sheets and dittos as catalogs
Save the catalog file
The result catalog will contain one family for each detail sheet of the drawing .Each family will contain as many components as there were 2D Components in the corresponding Detail Sheet
113
Creating Chapters
You will learn how to create chapters
114
What is a Chapter?
A chapter is a set of references. It will reference other chapters or Families
Chapter referencing another chapter Chapter referencing two Families
Chapter Definition Box

Adding a Chapter to a Catalog

A chapter is a set of references. It can refer to other chapters or to families
1 Open the catalog you want to modify (File > Open) Edit the Chapter under which you want to create a new chapter 3 Select the Chapter icon
Type the name of the Chapter
Click OK to confirm the chapter creation
The chapter is added in the tree
A Family will reference CATIA documents or features whereas a Chapter will reference other Chapters or Families You can not create any Chapter under a Family
116
Creating Families
You will learn how to create families that can contain reference to CATIA documents and Features
117
What is a Family?
A family is a set of references. It references components that can be CATIA documents (CATProduct or CATPart) or CATIA Features (Details or Powercopies).
Families
Family Definition Box
118
Adding a Family
A family is a set of references. It refers to CATIA documents (CATPart or CATProduct) or features (Drawing Details or Power Copy)
1 Open the catalog you want to modify (File > Open)
Edit the Chapter under which you want to add the family
Select Family icon
4 Key in the name of the family to create
5 The new family appears in the tree
Click OK to confirm the creation
A Family will reference CATIA documents or features whereas a Chapter will reference other Chapters or families You can not create any Chapter under a Family
119
Creating Keywords
You will learn how to create keywords in order to describe contents of chapters and families
120
What is a Keyword?
Keywords allow you to characterize references in a chapter or family. Values of keywords will help you sort them out when searching for an object (query)
Keywords name
Keywords value
121
Creating a Keyword in a Catalog

The keywords allow you to characterize the references in the chapter or family. Values of keywords will help you to sort out references with queries
Activate the Family or Chapter in which you want to add a keyword
Select the Keyword icon
This option will determine if values of this keyword are visible through the browser or not
3 Type the name of the keyword 4 Display the list and select the desired type of the keyword Set the default value of the Keyword
5 The new keyword appears in the Table tab in the result window
Click OK
To modify a keyword you can use the contextual menu on a chapter (objectname... > Keywords...) or on a component (Keywords...)
122
Creating Components
You will learn how to create references to CATIA documents or Features
123
What is a Component?
A Component is a reference to an external document or feature. The components keyword values are displayed.
A component
Path of the CATIA document
Description definition box

Adding a Component
A Component is a reference to an external file or feature described with keyword settings
2 1
Select the Component icon Activate the family in which you want to add a component
You can edit the default name
Click on Select document to link a CATIA document
In the Keyword tab, set values for keywords by selecting the keyword typing the value You can preview the associated documents (Preview tab)
Select the desired CATIA file
The path of the selected document will be displayed in the File Name field
Description is created
Click OK
The Select external feature allows you to select PowerCopies or Details

125
Creating Part Family Components

You will learn how to create whole sets of components from single CATPart files
126
What are Part Family Components? (1/2)

Part Family Components are sets of components generated from a single Part which has several configurations referenced in a Design Table. For each configuration described in the Design Table, a part family component will be created.
All possible configurations of this part are stored in the file leading the Design Table (Exel file or tabulated text file)
Keywords will be created directly from names of the parameters(columns) in the Design Table This icon allows you to generate a complete family from a single CATPart
In the Design Table where all the configurations are defined, a column describing the PartNumber is required.
What are Part Family Components? (2/2)
You have choice :
You can edit a Chapter and create in it a Part Family referencing all components described by the Design Table
Or you can edit an already existing family and create in it all references of components described by the Design Table
128
Adding a Part Family (1/2)

A Part Family will display several components but all of them will be generated from configurations of a single CATpart file. Those configurations are defined in a Design Table .
1
Activate the chapter under which you want to add the part family
2
Select the add Part Family icon
3 Click on Select document

to link a CATIA document
129
Adding a Part Family (2/2)

A Part Family will display several components but all of them will be generated from configurations of a single CATpart file.Those configurations are defined in a Design Table .
Each component has an available preview
Click OK
The Part family is created and contains as many components as there was rows in the Design Table of the Part
if not resolved, description of each component will refer to the same .CATPart File
130
Adding a Part Family Component (1/2)

A Part Family component is a set of components. All of them will be generated from configurations of a single CATpart file. Those configurations are defined in a Design Table .
Activate the family under which you want to add the part family component
2
Select the add Part Family Component icon 3
Click on Select document to link a CATIA document
4

131
Adding Part Family Components(2/2)
Each component has an available preview
Click OK
The Part family Component is created and contains as many components as there was rows in the Design Table of the Part
If not resolved, description of each component will refer to the same .CATPart File
132
Part Family Resolution(1/2)

You can choose to generate in a storage folder all files corresponding to components of your PartFamily
Unresolved: Part Family Components refer to the same single CATPart file which is driven by a Design Table
Resolved: each component does refer to its proper CATPart File which has no external Link
133
Part Family Resolution(2/2)

Whole PartFamily resolution Single PartFamily Component resolution
Path of Storage Folder is a Setting :
134
Additional Information
If the document selected to create a PartFamily is driven by several Design Tables, CATIA will give you choice between them.
You have to make a selection or multi selection in this list before clicking on OK
Referencing Data from External Catalogs

You will learn how to create references to chapters of other catalogs and to create sets of components that are the result of a query on an external catalog
136
Adding a Link to Another Catalog

If the Chapter you need to create already exist in another catalog, this command allows you to add a link to this chapter from the current catalog
1 Open the catalog where you will add a link to an external chapter (File > Open) 2 Open the catalog from which you want to get the chapter (File > Open) 3 Activate the chapter under which you want to add the link.
4 Click the Link to other catalog icon 5 Select the chapter or family to import A new chapter appears in the destination Catalog. A link has been created When a family or a chapter comes from another catalog it is indicated on its item in the tree. Family from another catalog Chapter from another catalog If you want to know precisely where it comes from, use the Edit>Links command
137
If you change anything in the linked chapter it will be changed in both catalogs
What are Catalog Filter Resolved Components

Now you can create lists of components that are result of filter on components of an external catalog: those lists are Catalog Filter resolved Components
External Catalog Result of a query on all components of the external catalog
138
Catalog Filter Resolved Components (1/2)

You first need to select the external catalog and create your query
Activate the Family

2
Select the command
Select the external catalog
4 Create your query
Validate
139
Catalog Filter Resolved Components (2/2)

Next step consists in making resulting components of the query available by resolving the query
6
Select Generative Data tab
7 2x
Double click the query
Click on Resolve Query Button

9
Click on OK
Resolved Query
Generated components of selected query

Components generated from a query are referenced as external description
140
Checking the Catalog Preview

You will learn how to create catalogs file from scratch
A catalog
What is Catalog Preview?

You wont have the same view of a Catalog whether you open it with the Catalog Editor or with the Catalog Browser.
Catalog Editor
A Browser icon is available in the Catalog Editor workbench in order to browse the Catalog currently edited. Let us have a look at the differences between the views.
Catalog Browser
Catalog Preview (1/3)

View from the Catalog Editor...
Structure tree of the catalog indicates if the feature is : a Catalog You have a global view of the structure of your catalog a Chapter a family if the feature comes from another catalog The Table tab displays all the contents of the active Chapter or Family
The active Chapter or Family is blue Highlighted
To get a Chapter or a Family active, just double click on it
143

View from the Catalog Browser...
You will load the currently edited Catalog by clicking on this icon You only have a view of the contents of the consulted chapter or family
The folder icon behind the main icon means that there is a content (it can be Chapters , Families or Components).When you do not have folder icon behind the main icon , it means that there is not any content and that it is a Component
2x To see the content of an element, just double click on it
2x
144

From the editor, you can modify the icons affected to the chapters or family but you will see them only through the browser.
In contextual menu of the chapter or family, select Definition
2 To change the icon, click there
Icons representing the chapters or family can be different wether you are browsing or editing the Catalog And select the icon
If you do not touch to the icons with the editor, you will have the same icons in the browser
Click on OK
145
Keywords Visibility
From the editor, you can decide if values of a keyword will be visible through the 0 We would like to hide browser or not.
values of this keyword in the browser
2 1 In contextual menu of the family, select Keywords Default values
Select the keyword
Star indicates this keyword is not visible
5 Keyword is hidden
Deactivate this option
4 Click on OK
146
Creating Catalogs in Batch Mode
You will learn how to create catalogs in batch mode using Text or Excel files and macros
.csv
Definition file
147
What is Behind Catalogs?

Sample source files
Catalog files generated after running a macro
CATIA documents (parts or assemblies) referenced in catalogs
Macro scripts used to generate catalogs Text or Excel files (.csv format) used to create & define, and modify catalog content Reports generated by macros
Catalogs can be stored with parts they reference. Otherwise, the Search Order must be correctly set
How Does it Work?

Catalog in CATIA Chapter Family Chapter definition
.csv
Filenames of catalogs
Macro
.csv
Filenames of parts
End-chapter definition
Terminology:
A chapter references catalogs An end-chapter references CATIA parts / products Keywords are used in queries to search for parts
CATIA document
Creating Catalogs in Batch Mode

When you create catalogs of parts, you define chapters and families (see example below)
Edit csv files: define chapters and families, keywords, names of referenced catalogs or parts & products, and component characteristics (Knowledgware syntax)
You can customize a catalog icon by entering the location and name of the image to be used in cell C1 of the table
. cs E:\users\images\screw.bmp v .csv
*
.... ' Define the absolute path of the input csv file csvFile ="...\Online\Samples\Infrastructure\chapter2.csv" ' Define the absolute path of the output catalog file catalogFile ="...\chapter2.catalog" ......
Note that you can define absolute location of catalogs and parts
2 3
Save the files as .csv (usable on UNIX) CATIA settings: reference (if not already done) the CclTypeLib library from intel_a\code\bin using Tools > Options > General > Automation > Add Edit macro BuildCatalog.CATScript (input & output catalog names & location) & Run it
You can have one macro per catalog. Then, you do not need to edit the macro each time (input / output names Creating chapter2.catalog already defined) From chapter2.csv 5 You can check the report resulting from the -----------------------catalog creation Batch successfully ended -----------------------Copyright DASSAULT SYSTEMES 2002
150
From CATIA V4 to V5 Basics

You will learn how to read a simple CATIA V4 model and copy it into a V5 document, and to manage your visualization using layers and filters
Working with a CATIA V4 Document
151
Working with a CATIA V4 Document

You will learn how to copy CATIA V4 data using CATIA V5
V4 model loaded in CATIA V5
152
About CATIA V4 and CATIA V5 Analogy
V4 Files
Solid Surface Wireframe Drawing Part Positioning Library PRJ .model 3D .model 3D .model 3D or 2D .model DR .session, .asm, ditto .lib
V5 Files
.CATPart (Body) .CATPart(Open Body) .CATPart (Open Body) .CATDrawing .CATProduct .catalog Native Data(Description)
153
User Interface: CATIA V4,V3,V2 Workbench
V4 Integration workbench
Check Tools
Using the Check Tools

Geometry Check : Check by transferring the solids geometry through Copy-Paste Special as CATIA_Result Geometry Specification : Check by transferring the solid with geometry and the history tree through Copy-Paste Special as CATIA_Spec
154
About Copy and Paste Options
Using the Paste Special Tools
CATIA_RESULT: the result is a Boundary Representation feature i.e. Brep feature Example: V4 surface becomes a surface in an Open Body & V4 solid becomes a Solid in a Part Body CATIA_SPEC: the result is a full Spec containing entire history of the actions performed to obtain the V5 Part. Note : you can modify the features in the history tree
155
What are the Different Methods?

In CATIA V5 you can read a V4 model, check its content, and manipulate the geometry, but not save it directly. First, you need copy it into a V5 document.
There are two methods:
Copy without history
Copy with history
A simple copy generates a Solid object which cannot be modified but can be used as reference
A special copy takes into account the V4 specifications and generates V5 features. You can edit the part body as well as the features (as shown on right picture)
156
General Process
From CATIAV4,V3,V2 workbench Opening & Visualizing a CATIA model 1 Before Copying the CATIA model: Checking its Geometry and Specifications
Integrating V4 CATIA model to CATIA V5 CATPart Document Two ways of doing :
Interactive mode using: Copy Paste SpecialCATIA_SPEC + Update
Batch mode (not covered in this course)
Using Part Design Workbench capabilities to analyze/check the result CATPart
Saving the integrated document As a .CATPart
157
Checking CATIA V4 Model Data before Copying it to CATIA V5 Document (1/2)

You need to check either the geometry or the specification of CATIA V4 model data
1 Open the CATIA V4 model and select one or more geometrical elements in the geometry area
2 The Check Validity dialog box appears Click Geometry Check icon You can transfer the solids geometry only through copy - paste special - As a Result. Click Specifications Check icon. The Check Validity dialog box appears
CATIA V4Integration workbench & toolbar

"3 operations not implemented" : 3 operations will be unavailable in a migration to CATIA V5.
158
Checking CATIA V4 Model Data before Copying it to CATIA V5 Document (2/2)
To view the results of a specification check, double-click on the contents of the selected line in the Check Validity dialog box.
Right-click the red element to discover the problem
The $ symbol means that the Pipe item is an unresolved feature in V5 (same symbol in the V4 tree). In the Check Validity dialog box there are four columns: The first column showing the overall result, color-coded as follows: G (green): will be copied as is to CATIA Version 5. The check is OK. R (red): will NOT be copied to CATIA Version 5 as is. This is a KO Check. Y (yellow): will NOT be copied to CATIA Version 5 as is because of a link to a red-coded item. This is KO Check due to the element supporting by the solid. CATIA identifies the identifier & the format i.e. Specifications The Message column provides the number and type of problems.
159
Copying a CATIA V4 Solid into CATIA V5

1 File > Open
V4 Workspaces 2 Double click MASTER to see its content
V4 Integration workbench & tools Select mode Geometry check
3 Open a (new) V5 document
Click V4 geometry (if simple part) or the desired object in the tree, then Copy (Edit menu or MB3)
5 Click in V5 tree, then Paste Special (Edit menu or MB3)

Resulting tree. Edit > Update the geometry to visualize it 7

160
Click CATIA SPECS then OK to keep the V4 model history
Sum Up ..
You have seen some advanced functionalities of CATIA V5 such as :
Standart Knowledge Tools Using V5 Layers and Filters Customizing CATIA V5 User Interface Creating and Using Powercopies Creating Catalogs of Components Using CATIA V4 Documents
161

Caita Powercopy, Catalog

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CATIA Training

CATIA Tools for Proficient Users

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Standart Knowledge Tools

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Introduction to Standart Knowledge Tools

You will learn about the Standart Knowledge Tools :

Accessing the Tools Seeing Terminology Checking Settings

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Accessing Standart Knowledge Tools

From Tools + Formula

Access to Formula Dialog Box

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RA relation is a generic name

for knowledge features : formulas , design tables...

A Formula defines how a

ADesign Table is a Excel or text table constraining a set of parameters. Each

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Knowledge Settings (1/3)

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Knowledge Settings (2/3)

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Knowledge Settings (3/3)

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Creating and Using Parameters

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About Parameters (1/2)

About Parameters (2/2)

User Parameter defined on a CATPart

User Parameter defined on a CATProduct

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General Process to create a User Parameter (1/2)

The Formulas panel is displayed

Dont forget to click Apply

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General Process to create a User Parameter (2/2)

Creating a User Parameter with Single Value

Click Apply to confirm the creation of the new parameter

Creating a New Parameter with Multiple Values

Choose the type String and Multiple Values option

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Editing a User Parameter

Check the Parameter definition and edit it

Change the Parameters value & Click OK to confirm

Right-Click the field value in the Edit Parameter Panel

Creating and Using Formulas

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General Process to create a Formula (1/2)

The formula Editor panel appears

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General Process to create a Formula (2/2)

Formula feature is displayed in the tree

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Referring to External Parameters in Formulas (1/4)

Referring to External Parameters in Formulas (2/4)

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Referring to External Parameters in Formulas (3/4)

Select the User parameter d_dia and then validate

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Referring to External Parameters in Formulas (4/4)