Assembly Design R14

8/9/2019 Assembly Design R14

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Assembly Design

NATIONAL INSTITUTE FOR AVIATION RESEARCHWichita State University

Revision 5.14

Copyright 2005. All rights reserved.

www.cadcamlab.org


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None of this material may be reproduced, used or disclosed, in part or in whole, without the expressed written permission of:

National Institute for Aviation ResearchWichita State University

Wichita, KS

Copyright 2005. All rights reserved.

www.cadcamlab.org


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CATIA Assembly Design CATIA V5R14

Table of Contents, Page i Wichita State University

TABLE OF CONTENTS

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Assembly Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Pull Down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Analyze . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Assembly Design Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Assembly Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Inserting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Replacing and Creating New Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Reordering and Numbering the tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Bill of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Constraining and Manipulating Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Bounding Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Coincidence Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Contact Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Snap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Defining a Multi Instantiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Smart Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Modifying a part to create a new part while in an assembly . . . . . . . . . . . . 48

Fast Multi Instantiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Fix Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Offset Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Copying and Pasting with constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Angle Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Explode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Advanced Constraint Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Fix Together Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Quick Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Changing a Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Reusing Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Weld Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Activating/Deactivating constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Inserting with Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Assembly Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Hole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Remove . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Symmetry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Flexible/Rigid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120


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Table of Contents, Page ii Wichita State University

Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Constraints Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Degree(s) of Freedom Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Mechanical Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Component Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Reordering Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Modify . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Scenes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Search and Selection Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149


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Table of Contents, Page iii Wichita State University

DMU Space Analysis Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Pull Down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Analyze . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

DMU Space Analysis Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

DMU Space Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Measure Between . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Measure Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Measuring an Arc Using 3 Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Measure Inertia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Clash Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Sectioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Distance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

3D Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2072D Annotated Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Manage Annotated Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Capturing Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Using the Photo Album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226


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Table of Contents, Page iv Wichita State University

DMU Navigator Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Pull Down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

DMU Navigator Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

DMU Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Current Selection Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Spatial Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Reviews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Presentations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Simulation Player . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Flying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Viewpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Translation or Rotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268Snap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Reset Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Practice Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Problem #1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Problem #2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Problem #3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Problem #4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Problem #5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Problem #6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Problem #7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285Problem #8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Appendix A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

General - Display - Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

General - Display - Performances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

General - Parameters and Measure - Measure Tools . . . . . . . . . . . . . . . . . . . . . . . 291

Infrastructure - Product Structure - Product Structure . . . . . . . . . . . . . . . . . . . . . . 292

Mechanical Design - Assembly Design - General . . . . . . . . . . . . . . . . . . . . . . . . . 293

Mechanical Design - Assembly Design - Constraints . . . . . . . . . . . . . . . . . . . . . . 295

Mechanical Design - Assembly Design - DMU Sectioning . . . . . . . . . . . . . . . . . 296

Digital Mockup - General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Digital Mockup - DMU Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Digital Mockup - DMU Space Analysis - DMU Clash . . . . . . . . . . . . . . . . . . . . . 299

Digital Mockup - DMU Space Analysis - DMU Distance . . . . . . . . . . . . . . . . . . 300

Appendix B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Save Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301


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Assembly Design - Inserting documents, Page 11 Wichita State University

Assembly Design

The first section of this manual will involve inserting, creating, and replacing documents

and other components in the assembly design. Those documents can be a variety of things

including parts and other assemblies.

Inserting Documents

All of the assemblies created in this first section will not need to have constraints added to

properly position them. The first assembly that will be built is a basic hand drill.

This drill is made of the following parts. The caption under each picture is the filename so

the parts can be referenced to as needed.

Case 1

Handle Arm

Handle Knob

Drive Gear


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Output Gear

Drill Chuck 1

Drill Bit 1

Start a new product document. This can be accomplished by selecting the new icon and

selecting product. You need to make sure you are in the assembly design workbench before

continuing. To switch to the assembly design workbench select the change workbench icon

and then select assembly design.

One of the most important ideas to keep in mind with assembly design is that all parts must

have an unique id. The assembly should also have an unique id, especially if it is going to

be used as a sub-assembly.

Using the third mouse button select Product1. This will bring up the contextual menu for

Product1.

Select Properties and then the Product Tab. This is where various information about the

assembly, as well as individual parts can be stored. Filling in all of the information is not

necessary, but can become quite useful to a down stream user. For now, the Part Numberis

the only field that will be changed, but feel free to fill in any of the other fields.


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Change the Part Number to Hand Drill. Select OKwhen done. This will give the

assembly an unique id, so that in case this was to be used in a larger assembly, say a garage

mock-up, then there would be no conflicts.

Select the existing component icon. The icon will highlight and is waiting for the

user to select a product to insert the component into.

Select Hand Drill. This will define what product the component will be placed into. A File

Selection window appears.

Double select the Assembly Basics directory and select Case 1.Select Open. The first case is now inserted into the hand drill product. The other

components will be inserted to complete the assembly.

Select the existing component icon, and select Hand Drill. The File Selection window

will automatically open to the Assembly Basics directory.

Select Drive Gear, and select Open. The drive gear is inserted into the assembly, pre-positioned. If so desired, the case can be hidden to reveal the drive gear better. Be sure to

have all parts shown before continuing. Notice some of the components can be made into a

sub-assembly. For example, the output gear and drill chuck can be combined together. This

can either be done before hand, as with the handle assembly that you are going to insert

later, or the sub-assemblies can be generated on-the-fly as you will do next.

Select the product icon and select Hand Drill. This will insert a new product into

the assembly. A Part Numberwindow appears.


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A part number must be assigned to the new product. Part numbers can either be generated

by the computer or generated on-the-fly. The option to change how new product part

numbers are generated is under Tools, Options, Infrastructure, Product Structure, Product

Structure tab, and Part Number Manual Input. Your system is set up for manual input of

the part number. To insure your ability to distinguish between the different products, you

will name this one Output Assembly.

Key Output Assembly in the Part Number window and select OK. This will change the

instance name, allowing for better model management. Now that you have a nested product

assembly, a product within a product, you need to make sure that you insert new and

existing components into the proper product.

Select the existing component icon and select Output Assembly. Again, the File Selection

window displays. This time you will insert multiple components at the same time.

Select Output Gear, hold down Ctrl on the keyboard, and select Drill Chuck 1 , thenselect Open. This will insert both documents into the Output Assembly product. You can

expand the Output Assembly product to reveal this by selecting on the plus sign next to it.

The handle assembly is already put together as a separate product. You will insert this next.

Insert an existing component into Hand Drill. The File Selection window will show

again.

Select Handle Assembly and then Open. This inserts the Handle Assembly into theHand Drill assembly. You can expand this sub-assembly by selecting the plus sign next to

it.

Insert Drill Bit 1 into the Hand Drillassembly. This completes the Hand Drill assembly.The specification tree should appear similar to the diagram shown below. You willprobably have to expand some of the branches.


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This is how CATIA represents your assemblies. It is structured in the same way it was

explained earlier except in a tree form instead of a chart form as shown below.

Congratulations. This completes your first assembly.

Save your document. When you save your document the following window should appear:

It gives you this message because the new assembly that you created, Output Assembly, was

never saved separately. If you select Yes then both the Hand Drill and the Output Assembly

will be saved.

Select Yes.

No constraints have been placed on this assembly, therefore all the parts are completely free

to move. Since all of the parts were created in the correct positions they inserted in the

correct placement. Many times the models will not insert into the proper place and will

need constraints to position them properly. You will learn how to constrain parts later in

this course.


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You are going to take a moment to investigate a few things about the assembly. Looking at

the tree you see you have two different icons next to the various components in the tree. As

you work with assemblies you will notice that there are many different icons that appear

next to the components, each one tells you something about the component. Sometimes the

icons only differ by the color of the gears so you need to pay close attention to the

specification tree. The two icons that you currently have represent a part or a product.

Part Product

As you go through this course you will be studying the specification tree from time to time.

The tree holds a lot of information about your assembly and you need to be very familiar

with it.

The other important aspect of an assembly that you need to understand is the links that exist

between the assembly and its components. When you saved your assembly earlier, only two

items were saved because the other components did not have any modifications. The Hand

Drill assembly was saved along with the Output Assembly. When an assembly is stored it

only contains pointers to the particular files and does not contain the data itself. This

changes a little bit when other options are introduced. Therefore if you were to delete one

of the parts that exist in the assembly, the assembly will have a broken link when you open

it. If you want to see the links that exist for a particular component you just need to make

sure it is active and select pull down menu Edit, Links. The active component has a blue

box around it. In order to make an component active you need to double click the

component.

Select pull down menu Edit, Links. The Hand Drill should be the active component. The

Linkwindow should appear. Notice that the Hand Drill assembly contains five links and

that they are all OK. Links will be discussed in more detail later in class.

Select Cancel. You will continue to investigate some of the other options.


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Assembly Design - Replacing and Creating, Page 17 Wichita State University

Replacing and Creating New Parts

This exercise will be a continuation of the previous exercise. If the document is not already

opened, it will need to be opened before beginning this exercise. In many instances it is

necessary to change a part of an assembly because of optional designs that could be used

with that assembly. This exercise will cover how to replace components with other

components without having to recreate the entire assembly. In the case of the hand drill

there are multiple options that are available such as a different case, drill chuck and drill bitthat could be used on this assembly. Instead of creating a new assembly for every option,

you will learn how to replace each component in order to show the different options of the

design.

Select the replace component icon and select Case. This brings up the File

Selection window. A Browse window will appear but will not be used. Case will be

replaced with Case 2.

Select Case 2 and then Open. An Impacts On Replace window appears. This will showall of the elements that will be affected by the replace operation. In this example there areno elements that will be affected. In addition to that, CATIA wants to know if it should

replace all instances of the Case with Case 2. Since there is only one instance of the Case it

will not make a difference. But, if there were a dozen bolts that needed replaced, you would

want to select Yes.

Select No and select OK. This will replace Case with Ergo Case. Any component, or

product can be replaced in the same fashion. You will replace other components next.

Expand the Output Assembly if it is not already expanded. Remember you can do this

by selecting the plus sign to the left of the assembly.

Replace the Drill Chuck with Drill Chuck 2 . This will replace Drill Chuckwith LargeChuck. The new drill chuck displays.

Replace the Drill Bit with Drill Bit 2 . This will replace Drill Bitwith Large Drill Bit.Notice the drill bit should really be included with the Output Assembly.


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Select and hold the first mouse button on the Large Drill Bit and drag it to the Output

Assembly and release the button. This should move the drill bit to the sub-assembly.

Working with sub-assemblies is an excellent way to manage models and the respective

components.

Next a wall mount will be created within the assembly. First, a part number will need to bespecified, then an origin.

Select the part icon and then select Hand Drill. This will insert a new part into the

Hand Drill assembly or product. As mentioned before you will have to specify a part

number for the new part.


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Key Wall Mount in the Part Number window and select OK. This will make the part

number of the new part to be Wall Mount and it should appear in your specification tree. A

New Part: Origin Pointwindow appears asking where the origin is to be located.

Selecting Yes will allow you to define a new origin point for the part. Selecting No will use

the origin of the assembly as the origin of the new part.

Select No. This will define the origin of the new part to be the same as that of the assembly.

You will now create the wall mount. None of the other components will be used to design

the wall mount, although, later in this course you will be using other components to help

with your design. It is advisable that all of the components be hidden, with the exception of

the Wall Mountand possibly the Ergo Case for orientation purposes. This can be

accomplished by selecting the components and then using the third mouse button choose

Hide/Show, or by selecting the components and then select the hide/show icon in the bottom

toolbar.


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Expand the Wall Mount component until PartBody is accessible. This can be

accomplished by selecting the plus (+) next to the component and part icons.

Double select PartBody with the first mouse button. This will switch you to the Part

Design workbench. Notice that the active component is now the Wall Mountpart. You can

now build the necessary geometry for the wall mount.


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Create the wall mount. Drawings are shown below with the location of the mount in

relation to the axes. It is suggested that you use the yz plane for the sketch of the initial pad.

Double select Hand Drill. This will return you to the Assembly Design workbench.


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Collapse the Wall Mount branch and show all of the components to look at the final

design. It should look like the following.

Save your document. The Save window appears again because when you save the Hand

Drill assembly, it is also going to save the Wall Mountpart and the Output Assembly with its

changes.


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Assembly Design - Reordering & Numbering, Page 23 Wichita State University

Reordering and Numbering the tree

With the assembly complete, you will look at two other options for assembly management.

Select the graph tree reordering icon. This will allow you to reorder the tree. Since

the components are not related to each other in terms of order of creation, as in part design,

they can be reordered at will.

Select Hand Drill. The Graph tree reordering window should appear. Notice that only the

parts and sub-assemblies appear that are under the Hand Drill assembly and not the parts

that make up the sub-assemblies. If you want to reorder the components of the sub-

assemblies, you can either reorder them while having the particular sub-assembly opened or

you can select that sub-assembly instead of selecting Hand Drill.

The up and down arrows allow the highlighted part to be moved higher or lower in the tree

respectively. The third icon moves the selected part to another selected location. This could

be useful to help organize a large assembly by reordering components to be listed together

in the specification tree. In any case it is nice to know that you do not have to insert all of

your components in a specific order, you can always reorder them later.

Move the Ergo Case to the bottom of the tree and select Apply when done. This can be

done by selecting the Ergo Case and then selecting the down arrow until it is on the bottom

of the list. The tree will be reordered when Apply is selected. As you can see, it is fairly

simple to reorder components of the assembly. If you have a large number of components,

it may be better to use the third icon to position the component at a particular location

without having to select the up or down arrows multiple times.

Using the third icon move Drive Gear to the location Handle Assembly. Notice that

Drive Gearappears after Handle Assembly now.


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Assembly Design - Reordering & Numbering, Page 24 Wichita State University

Select OK. Remember you have to select Apply or OKin order for the reorder to take

effect.

Next, you will generate numbering for the assembly.

Select the generate numbering icon. Generating numbers shows no visual change in

the assembly. It assigns numbers or letters to the parts within the assembly. They in turncan show up in the bill of material when it is generated as well as in balloon call outs in

drafting.

Select Hand Drill. The Generate Numbering window appears.

The Mode determines whether you are assigning integers or letters to the parts within the

assembly. Existing numbers will allow you to keep numbers that have already been

assigned or you can replace them. In this case you have not assigned any numbers therefore

the options are not available.

Select OK. Numbers are now assigned to all the individual parts of the hand drill.


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Assembly Design - Bill of Material, Page 25 Wichita State University

Bill of Material

You will now create a bill of material. Although for this case it is somewhat unnecessary

since the assembly is fairly small, it will give you an idea on how to create a bill of material

for much larger assemblies.

Select pull down menu Analyze, then select Bill of Material... The Bill of Material

window should appear.

The top section of the bill of material displays all of the parts and sub-assemblies of the

current assembly, in this case Hand Drill. It also shows separate bills of material for eachsub-assembly. Notice the nomenclature and revision field. If you would have filled in those

fields for each of the parts, as well as the sub-assemblies, they would have been displayed

here. The bottom section of the bill of material displays all of the parts that make up the

current assembly, as well as the quantity needed of each. The format of the output can be

changed with the Define formats button, but usually these formats will be pre-defined by the

company. The Listing Reporttab shows the same information, but in a different format.


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Define formats

This allows you to customize your bill of material. This will also affect the bill of material

that gets generated in drafting.


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Select the Listing Report tab. This will show the listing report for a bill of material.

, Hides properties either the ones selected or all of them

, Shows properties either the ones selected or all of them

Changes the order of the displayed properties

This report shows the locations of the parts within the tree. 2 Large Chuckdenotes theLarge Chuck that is located two levels deep. All of the properties within the Hidden

properties can be added to the display.

Select Number from the Hidden properties field, then select the show properties icon.

This will add the number property to the displayed properties. Add any other fields

that you would like to see in the listing report.


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Select the Refresh button. The additional fields were added to the report listing. An

example is shown below.

Any report generated can be saved in a text format by selecting the Save As... button.

Select the Bill of Materialtab. This will take you back to the original bill of material.

Select the Save As button and save the text file as bill of material. You will want tomake sure that you change to your area to save the BOM. You can save the bill of material

as a text, html or as an Excel file.

Select OK. This will complete the bill of material. Bills of material can be created at any

point in the assembly design process and regenerated as necessary. After saving the files, it

can then be imported into multiple types of word processors.


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If you were to open the text file using NOTEPAD then it would look similar to the

following diagram.

This completes the hand drill assembly.

Save and close your document.


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DMU Space Analysis - Sectioning, Page 188 Wichita Sta te U niversity

Sectioning

Besides checking for clashes, you can also create section cuts and view them dynamically.

You have a variety of file types that you can use to export the section cut results.

Select the sectioning icon. The Sectioning Definition window appears. A Section.1

window also appears.

Definition

Name Gives your section analysis a name

Selection Objects that you want to perform a section analysis on

Uses a plane for the section analysis

Uses a slice for the section analysis

Uses a box for the section analysis

Cuts the volume with the section


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DMU Space Analysis - Sectioning, Page 189 Wichita State University

Positioning

Normal constraint Specifies which axis the sectioning element will be normal to

Edits the position and size of the sectioning element

Defines position using a geometrical target

Defines position using 2 or 3 elements

Inverts the normal direction

Resets the position


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Result

Exports the results

Edits the grid

Turns on and off the results window

Options

Turns on the section fill

Turns on clash detection

Turns on the grid


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Manual Update Will not update the section results when parts are moved within the

product such as with fitting simulation or kinematics, you will have

to manually update the section results

Update Updates the section results when parts are moved automatically, this

can slow down the response of the system

Section Freeze Keeps the section from changing when moving the sectioningelement

You should see a yellow sectioning plane appear on your geometry.

Make sure you are in the Definition tab. This area allows you to define the sectioning

element.


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Using the first button of the mouse, drag the sectioning plane back and forth. You

should see the section change in the graphic area as well as in the results window.

Select the volume cut icon. Notice that in the graphic area, your assembly is cut by

the section plane.

Drag the plane back and forth. This shows the section cut of your assembly dynamically.You can also rotate the sectioning plane by using the red axis curves in the middle of the

sectioning plane.

Rotate the plane around. This can cause some weird results, so you need to be careful

when rotating.

Select the volume cut icon again. This will turn off the volume cut.

Select the Positioning tab. This area allows you to position the sectioning element.

Select the reset position icon. This moves your plane back to its original position.You are going to change the position of the section plane using a variety of options.

Change the Normal constraint to be Y. Notice the section planes normal direction is

along the y-axis.

Select the edit position and dimensions icon. The Edit Position and Dimensions

window appears.

Change the Origin to be 2, 5, 2 for X, Y and Z respectively and change the Dimensions

to have a Width of 5 inches and a Height of 8 inches. The section plane should appear

similar to the one shown below.


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Change the Translations value to 1 inch and select the +Tw button twice. The section

plane moves forward two inches.

Select Close. The Edit Postion and Dimensions window closes. This is a good option to

use when you need to position your sectioning element at a specific numeric location and

when you want to adjust the size of it. There are two options for positioning your sectioning

element using existing geometry.

Select the geometrical target icon. This will allow you select geometry to define the

location of the sectioning element. It works by defining plane locations.

Select on the face on the side of the vice as shown below. This positions the section plane

to lie on that face. You can also position the sectioning element using multiple elements.

Select the positioning by 2/3 selections icon. This allows you to select multiple

elements to define the sectioning element.


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Select the two lines as shown below. This positions the section plane to contain those two

lines.

Select the reset position icon. The plane returns to its original position.

Go to the Definition tab and select the volume cut icon. The assembly is cut by thesection plane

Go to the Positioning tab and select the invert normal icon. The side which is cut

changes.

Go to the Definition tab and select the volume cut icon again. This will turn off the

volume cut. You should notice that the results window is not showing the section very well.

Press the third mouse button while in the results window. Options appear allowing to

change the orientation of the results.


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Select the 2D Lock option and Flip the results until it looks similar to the one shown

below.

Select the Result tab. This allows you to modify the display of the results.

Select the section fill icon. This will turn off the section fill on the results.

Select the grid icon. A grid appears on your results.

Select the edit grid icon. The Edit Gridwindow appears.

Change the Mode to Relative and the Width to 2 inches and the Height to 1 inch. This

will put the grids 0, 0 location in the middle of the results and show grid lines every 1 inch

vertically and every 2 inches horizontally. It should appear similar to the diagram shown

below.

Select OKin the Edit Gridwindow. The window closes.


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You are going to export these results as a V5 CATPart document. You can export the

results in a number of formats including iges and vrml.

Go to the Definition tab and change the Name to Vise. This will name the section

analysis.

Go to the Result tab and select the export as icon. The Save As window appears.

Save it in your directory as a CATPart with the name Vise. This will return you to the

Sectioning Definition window.

Select the grid icon again. This will turn the grid off in the results window.

Select the section fill icon again. The section is filled in the results window.

Select the Behavior tab. This allows you to specify how you want the section analysis to

update.

Make sure it is on Manual Update and select OK. In the specification tree you should see

a new branch under the Applications branch called Sections.

Close the results window and maximize your product window. You are going to open

the document that you created to look at the section analysis results.


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Open the Vise.CATPart that you just saved. Notice the section cut geometry appears asmultiple curves.

Close this document.

You will now create a section analysis using a slice and a box.

Select the sectioning icon. The Sectioning Definition window appears. This time

you are going to use a slice for your section analysis.

Change the Name to Slice and select the section slice icon. It is located under the

section plane icon. This section analysis is comprised of two planes.

Select the Positioning tab and select the edit position and dimensions icon. The

Edit Position and Dimensions window appears.

Change the Origin to 1, 5, 2 for X, Y and Z respectively and the Dimensions to 6, 12

and 2 for the Width, Height and Thickness respectively. The Thickness determines the

distance between the two planes or how big the slice is.

Select Close. The window closes.


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Go to the Definition tab and select the volume cut icon. The assembly is cut. It

should appear similar to the diagram shown below.

Select OK. The Section Definition window closes and Slice appears under the Sections

branch in the specification tree.

Close the results window.

Select the sectioning icon again. The Sectioning Definition window appears. This

time you are going to use a box for section analysis.

Change the Name to Box and select the section box icon. It is located under the

section slice or section plane icon. An entire box is used in this section analysis.

Select the volume cut icon. The assembly is cut.

Go to the Positioning tab and select the geometrical target icon. This will allow

you to define two planes to define the box.


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Select the outer face and inner face of the vise as shown below. The thickness of the box

is defined by those two planes.

Change the Height and Width of the box to be 4 inches. It should appear similar to the

diagram shown below.

Turn off the volume cut and select OK. Box appears under the Sections branch.

Close the results window and maximize the product window.

Feel free to play around with the sectioning options until you feel comfortable with them.


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Ot her avai lab le c ourses

CATIA V5 and ENOVIA

CATIA Basic Concepts CATIA Part Design & Sketcher CATIA Assembly Design CATIA Drafting CATIA Wireframe & Surfaces CATIA Prismatic Machining CATIA Surface Machining CATIA Fitting Simulation & Kinematics

CATIA Functional Tolerancing & Annotation CATIA Stress Analysis ENOVIA DMU Viewer ENOVIA LCA Basic Concepts ENOVIA LCA Advanced Concepts ENOVIA LCA Product Design