Caita Powercopy,Catalog

Copyright DASSAULT SYSTEMES 2002 1

CATIA Tools for Proficient Users

CATIA Training Foils

Version 5 Release 8January 2002

EDU-CAT-E-PRO-FF-V5R8


Course Presentation

Objectives of the courseIn this course you will learn how to use tools dedicated to CATIA V5 Project Master such as the Catalog edition and Powercopy management

1 day

Targeted audienceAdvanced Users

Prerequisites:CATIA Basics, Sketcher , Part Design


Table of Contents

3. Standart Knowledge Tools p 044. Using CATIA V5 Layers and Filters p 37

5. Customizing CATIA V5 User interface p 506. Creating and Using powercopies p 697. Creating Catalogs of Components p 908. From CATIA V4 to CATIA V5 Basics p 152


You will learn how creating and using standart knowledge tools :

Standart Knowledge Tools

Introduction to Standart Knowledge ToolsCreating and Using ParametersCreating and Using FormulasCreating and Using Design Table


• Accessing the Tools• Seeing Terminology• Checking Settings

You will learn about the Standart Knowledge Tools :

Introduction to Standart Knowledge Tools


Accessing Standart Knowledge Tools

From Knowledge Toolbar:

From Tools + Formula…

1

2

Access to Formula Dialog Box


Terminology

•RA relation is a generic name for knowledge features : formulas , design tables... • A Formula defines how a parameter is to be calculated with respect to other parameters of the documentExample : Length_of_Circle = 2 * Pi * Radius_of_Circle.

A Parameter is a property of a CATIA document defined as a feature. It has a value and can be constrained by a Relation.

•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.

Design Table

User Parameter


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

12

Knowledge Settings (1/3)


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

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4

2



Customizing the specification tree

(2) Displaying the constraints and dimensions defined in the product document

(3) Displaying the parameters defined in the product document

(4) Displaying the relations defined in the product document

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2



Creating and Using Parameters

You will learn how to create and manage parameters :


Types of parameters

About Parameters (1/2)

2 types of parameters: •Intrinsic parameters define the intrinsic properties of the document

• User parameters define the extra piecesinformations 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

User Parameters

Intrinsic parameters


Types of parameters

About Parameters (2/2)

Length TypeUser Parameter defined on a CATProduct

User Parameter defined on a CATPart

String Type


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

Select the desired type and then specify Single Value or Multi Value option or. Click on New Parameter of type button

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4

2

1

Click on the F(x) icon

Don’t forget to click Apply

The Formulas panel is displayed


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

You can rename the parameter by typing a new name in the Edit name, value or formula field

6

The new parameter with default name (here Real.1) and default value 0 appears at the end of the parameter list5


Click Apply to confirm the creation of the new parameter

The new parameter with default name (length.1) appears at the end of the parameter list.

Creating a User Parameter with Single Value

Click on the f(x) icon

The Formulas panel is open

Choose Single Value option

5

2

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2

Choose the type Length in the list of possible types3

Click on New Parameter of type button4

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5

Type of parameter


Click on f(x) icon

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)

1

5

Choose the type String and Multiple Values option

2

3 Click on New Parameter oftype button

Click OK to confirm4

Creating a New Parameter with Multiple Values

Double-Click the Parameter in the Specification Tree

6 Select your desired value


1 2

Change the Parameter’s value & Click OK to confirm

Editing a User Parameter

Double-Click a Parameter in the Specification Tree

Check the Parameter definition and edit it

3

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 value6-To add comment or specify an existing one

Right-Click the field value in the Edit Parameter Panel


Creating and Using Formulas

You will learn how to create and manage 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.

About Formulas


General Process to create a Formula (1/2)

1

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 appears2


General Process to create a Formula (2/2)

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

3

Formula feature is displayed in the tree


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

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

3

2

4

Open Both documents and Select the Window->Tile Vertically command from the standard menu bar

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5

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.

Activate


1

Referring to External Parameters in Formulas (2/4)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.

2

In the Specification Tree,Double-click on the User Parameter ‘diam_disc’ to edit it.

1

Right-click on the Edit Parameter Dialog Box in order to select Edit formula option.The Formula Editor Panel is displayed


3

Referring to External Parameters in Formulas (3/4)

Select the second instance (ISO_SCREW).

The External parameter selection panel is displayed.

4 Select the User parameter d_dia and then validate


Referring to External Parameters in Formulas (4/4)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.


Measure Functions in Formulas

341.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.

Measures, i.e. values captured from the geometry area can be used in formulas : distance between two points

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

Spline definition Point definition Boolean: true or false

2

Check that the Load extended language libraries option is selected in the Knowledge tab of the General settings (Tools/Options)

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..

1

wet area of a PartBody

angle between two lines or two directions

center of gravity returning points

inertia axis on solid, surface, sketch


if needed, use the icon to erase a formula

Double-click on the formulaOr

Right-click the formula selected:Formula Object->Definition command From the contextual menu

Editing a Formula

Open the Relations node in the Specification Tree

3 Check the formula definition in the formulas Editor dialog box

1

The ‘Incremental’ modeThe ‘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.

Select the formula to be edited2


Formulas Defined as Constant


You will learn how to create and manage Design Tables ….

Creating and Using Design Tables


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


Creating a Design Table (1/2)

Click on the Design Table icon

Select the parameters to add to the design table and use the arrows.

Specify a file to contain the generated design table. Click Open button

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3

21

The Design Table creation panel is open. Select the option Create with current

parameters values. Click OK


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

6


1 Double-click on the DesignTable object in the specification tree to open the table panel

2Click on Edit table Button to open the corresponding Excel file Under Windows NT

Editing a Design Table (1/2)


3

Editing a Design Table (2/2)

You can change the Values on the excel file or add new rows

5 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

6

Save your Excel file and close your application

4


1Open 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)

2

Click on OK to confirm

3

Using a Design Table


Using CATIA V5 Layers and Filters

You will learn how to create and use CATIA V5 Layers

Usefulness of Layers and FiltersUsing LayersUsing Visualization Filters


You will learn when it can be useful to have layers and filters in CATIA V5

Usefulness of Layers and Filters


Why Using Layers and Filters?

You can use up to 1000 layers in a document to dispatch objects and organize the visualization using filters

Objects on Different Layers

Document Filtered visualization

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.

Layers Filters

You can dispatch objects onto layers, and create and apply filters to only view certain layers depending on your needs


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)

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4


You will learn how to name layers and how to assign objects to them

Using Layers


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

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 standardsWhen opening a CATIA V4 document, the layer organization is kept as is

None0 General1 Layer 12 Layer 2Other Layers...


Assigning Objects to Layers

1 Select an object

3 Type the number of a layer (here 3)

The selected object is assigned to layer 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

You can also select the layer in the list using the down arrow

Note that Features making up the body inherit the layer assignement (except for sketches)

2 Display the Graphic Properties toolbar (View > Toolbars)


Checking Objects Assigned to a Layer

1

2

Click on a layer

Select Other Layers...

The Named Layers dialog box is displayed

The object(s) assigned to the selected layer are highlighted.Here, Body.3 was assigned to layer 3



Adding and Naming Layers

1 Select Other Layers...

2The Named Layers dialog box is displayedClick on the New button

3

A new (numbered) layer is added to the list

Click OK to confirmThe 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


None0 General1 Layer 12 Layer 23 Layer 34 Layer 4Other Layers...


You will learn how to create visualization filters and how to apply them to the document

Using Visualization Filters


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.

Logical functions to combine layers

Filter definition is stored in CATSettings. This allows for application of company standardsWhen opening a CATIA V4 document, the filters organization is kept and can be used using a specific menu (Filter)

List of layers

Filter definition

Operators

Visualization Filters list

Applying Filters

• You can create as many filters as needed• You can apply only one filter at a time


Creating and Applying a Simple Visualization Filter

1

2

Click Tools menu and Visualization optionThe Visualization Filters dialog box is displayed with default filter All visible

Click button New to create a new filterThe Visualization Filters Editor dialog box is displayed

Select an operator

Select a layer. This will edit the first line in the filter definition (never take layer 0)

5 Click OK to confirm

The filter just created is added to the list.

6 Click Apply to apply it

You can edit filters and delete them if needed (except for the All visible filter)

7 Click OK to confirm

Note: Clicking on these functions will add new lines in the filter definition

34


Applying Visualization Filters

1

Click Tools menu and Visualization option

The Visualization Filters dialog box is displayed with existing filters

Click Apply to apply the filter to the documentOnly objects assigned to layers involved in the filter definition will be visible

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3

Select the filter to apply

You can edit the filter before applying it to check the layers involved


Customizing CATIA V5 User Interface

You will learn how to create customized Workbenches and toolbars

Customizing Favorite WorkbenchesCreating User WorkbenchesInserting and Editing ToolbarsAdding Commands in Toolbars


You will learn how to put favorite workbenches into Welcome Panel

Customizing 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

What are Favorite Workbenches?

This welcome panel is also available by clicking on Workbench icon

Welcome Panel

Favorite Workbenches


Setting Favorite Workbenches (1/2)Favorite Workbenches are those that are displayed in Welcome Panel when you start a CATIA session

1 Select Customize in Tools menu

3

Select or multi select workbenches in the available list

4 Click on right arrow2 Select Start

Menu tab


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

5 Click on Close when you have finished with customizing the interface

Now, when beginning a CATIA session or when clicking on workbench icon, you will obtain this Welcome Panel


You will learn how to create a new user Workbench

Creating User Workbenches


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

What is a User Workbench?

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

Wireframe toolbar

This Workbench icon means it is a user workbench


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

2 Select Customize from Tools menu

3 Select User Workbenches tab

4 Click on new

5Key the name of your new User Workbench


Creating a New User Workbench (2/2)

The new workbench appears now in the list of user workbenches, it has become the current workbench

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).

Click on Close when you have finished with customizing the interface

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User Workbench icon


You will learn how to add existing toolbars in a workbench and how to create new ones

Inserting and Editing 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

Why creating new toolbars?

This wireframe toolbar is not present by default in the Part Design Workbench, it has been added by a user

Part Design Workbench


Creating New Toolbars (1/3)You can create new toolbars or add existing ones to the current workbench

Select Customize from Tools menu

Select Toolbars tab1 Set the workbench in which you want to add toolbars as the current Workbench

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3

You have the list of available toolbars in the current workbench

Click on New4


Creating New Toolbars (2/3)

You can either …

…by selecting the workbench containing it

… by keying a new name… 5a

6a … And click on OK

5b

…Create a new empty toolbar …Or insert an already existing toolbar

6b … Selecting the toolbar…

7b … And click on OK

(4b)

(5b)


Creating New Toolbars (3/3)

New created toolbars appear now in the list of toolbars that are available in the current workbench


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Existing Toolbar

New empty Toolbar


You will learn how to add commands to the current Workbench by inserting them in toolbars

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

Why adding commands?

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


Adding Commands in Toolbars (1/3)You can add existing commands of CATIA in toolbars of current workbench

Select Commands tab

Select Customize from Tools menu

1 Make sure the toolbar in which you want to add the command is available in the current Workbench

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3

Select the categorie (menu) containing the command you wannt to add

4

Select The command you want to add

5(4)


Adding Commands in Toolbars (2/3) You can add existing commands of CATIA in toolbars of the current workbench

Click on this button to access the list of available icons

Select the icon and Close the icon browser

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(6)


Adding Commands in Toolbars (3/3)

You can add existing commands of CATIA in toolbars of the current workbench

Drag and drop the command into the toolbar

6

dragdrop


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PowerCopy PresentationPowerCopy CreationSaving a PowerCopyPowerCopy Instantiation

Creating and using Powercopies

You will learn the Catalog workbench main features and tools to create and manage catalogs of reusable components


You will learn what is a PowerCopy and how it can be used

PowerCopy Presentation


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

What is a PowerCopy?(1/2)

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


What is a PowerCopy?(2/2)

When instantiating the PowerCopy, you will be able to customize:

…The face supporting the sketch…

… the depth of the pocket…

… The value of the thickness…

… And the Position of the sketch (latitude and height parameters values)


You will learn how to create a PowerCopy

PowerCopy Creation


Creating a Power copy consists in several steps that are to be made in the following order

Creating a PowerCopy….

0

Making the Part ready for the creation of the Powercopy

1 42 3

Setting Definition

Identifying and naming inputs

Publishing Parameters

Setting Icon and preview


1a

Once you have the right geometry in your CATPart, you must build your powercopy with selected features

Creating a PowerCopy (1/4)

Select Powercopy creation in insert menu

1b

Key the name of your Powercopy

1c

Select features making up your PowerCopy


2a

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…

2c Key in the new name of the input

Select inputs tab 2b Select the

input to rename

When editing inputs tab, required geometric inputs are shown in geometry

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


Note that it will be easier for you to recognize them if you have already renamed parameters with knowledgeware tools

3a

Select parameters tab

To publish parameters…

3b Select parameter

3c Check published option

3d If necessary, give a public name to the parameter

In our case, there are four renamed parameter to publish (keep their names as public names):- DepthOfPocket- Height- Latitude- Inside Thickness


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


To prepare the grab screen, you can remove tree and compass from the window and get the correct zoom and orientation

3a Select icon tab

3b Select icon3c Prepare the

CATPart window for the grab screen

Make a grab screen to have a preview

3d

3e You can now validate


You will learn ways to save a Powercopy

Saving a PowerCopy


If not saved, a Powercopy will never be instantiated

Saving a PowerCopy….

To save a powercopy, you must save the CATPart which contain the powercopy

You can also create or update a catalog which makes reference to all powercopies of your CATPart

Powercopies are stored under powercopy node of CATPart


0

Saving a PowerCopy in a Catalog (1/2)

To be able to make a « save as Catalog » the CATPart file must not have been modified since last save

1 Click on Save in Catalog command

2 Click on this button to access a browser if you are not satisfied with the path

3 Select correct path and key the name of the catalog


The resulting catalog can be edited with catalog editor workbench

Saving a PowerCopy in a Catalog (2/2)

4Click on OK

If you you want to see how the resulting catalog looks like, you can open it

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6

Here is the resulting catalog


You will learn how to paste with customized options features making up you powercopy

PowerCopy Instantiation


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

1a

Instantiating a PowerCopy (1/4)

Select Instantiate from document

2b Select the CATPart file

1b Click on Catalog browser

2x

2x

2x

2b Double click on the feature


Second step of the powercopy instantiation is defining the geometric inputs of the powercopy

3


Select in the geometry the inputs of the powercopy

When selected ,geometric inputs are shown in the geometry

(3)


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

5 Set values

Click OK6

If you want you can create on the fly formulas with parameters having same names


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


A few advices for instantiation of powercopies:

Additional Information (1/2)

• When you instantiate a powercopy from a CATPart containing several ones you can choose it through the reference

•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

• If you want to use the powercopies several times , check the repeat option


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


Catalog Workbench PresentationBrowsing CatalogsCreating CatalogsCreating ChaptersCreating FamiliesCreating KeywordsCreating ComponentsCreating Part Family ComponentsReferencing Data from External CatalogsChecking the Catalog previewCreating Catalogs in Batch Mode

Creating Catalogs of Components

You will learn the Catalog workbench main features and tools to create and manage catalogs of reusable components


You will learn about the Catalog Workbench by

Catalog Workbench Presentation

• Accessing the Workbench

• Exploring the User Interface

• Seeing Terminology

• Understanding General Process


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

What is a Catalog?


Anywhere from:

1- Start menu

2- File / New menu

3- File / Open menu

1-

2-

Accessing the Workbench

Note that when you are in another workbench, you can browse existing catalogs using the Catalog icon in the tools toolbar

To create and edit catalogs

3-


User Interface: Toolbars

ChapterToolbar

Tree Structure of the catalogalso called catalog navigator

Content description and preview of the catalog entities

Browsing Toolbar

Data (description)Toolbar


User Interface: Commands

Chapter

Link to other Catalog

Part Family

Keyword

Component

Family

Catalog Preview

Part Family Components

Catalog filter Resolved Components


• 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

Terminology

• 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

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Structure tree of the catalog indicates if the feature is :a Cataloga Chaptera family if the feature comes from another catalog

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3


General Process

Creating a new catalog

Browsing catalogs...

... to insert objects in a document


Catalog Creation and Utilization

V4 library

.cvs file What you can do in CATIA V5:

Catalog

Edit component(s) in Part Design

Insert component(s) in assembly

Parts / features...

(.catalog)

Batch

Batch*

Additional Information

Catalog workbench(interactive)

*Not covered in this lesson

Insert PowerCopy in Part

Replay macros

Insert Detail in Drafting

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


You will learn how to search and use objects from catalogs

Browsing Catalogs

Catalog browser dialog box


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.

Catalog browser dialog box

What is Browsing a Catalog?

Query field to narrow down your search

Access to father chapter

Current chapter displayed

Query Launcher

Displays or hides descriptions table

Selects another catalog

Descriptions table

Elements referenced in the current chapter

Display Modes

Selected element preview


Click the Up one level icon to go back to the father chapter

Click on an element icon to get its preview

2 x

In a catalog, you can have chapters, families, documents and features referenced, you have to know how to navigate among them

Click the Open icon to select a catalog

Browsing Catalogs

Click the Catalog icon. It opens the catalog browser

12

Double click a chapter icon to open it

3

3

You get the preview and the description of the selected object

Click the Table button to show or hide the desciptions table


3

Open chapters until you get the end chapter in which the element you want is referenced

To insert an object you can also drag and drop it into your destination document

Inserting a Component from a Catalog (1/2)

Click the Catalog icon. It opens the catalog browser

1

Use contextual menu > Copy on the element

Paste the object into your document

4

2


Inserting a Component from a Catalog (2/2)

x 2

Double-click on the desired component to insert1

Inserting a Component from a Catalog : we can obtain a preview of the component to position it on the target document

2 A preview window appears

3 Select on the target component a ‘point’ to position the new component


When consulting a family , you can apply a filter so only components respecting your specifications will be displayed.

Sorting Out Components with Queries (1/4)

1

2

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



3 Apply a filter

Key your specification in the Filter field


Same kind of expression as for the numeric values (but only == does work as Operator and you need to delimit Reference value with ”)

The way to build a specification will be different whether the value of the concerned keyword is numeric or alphanumeric


1

For numeric values (Length, Weight…) use expressions like :

x.Diameter <= 8mm

x. for “value of...”Keyword (with exact spelling)

Operator (<=, >=, or== for comparison)

Reference value (do not forget the unit!)

For alphanumeric values (string,…) use expressions like :

x.Name ==”CHC-M6-16” or

x.Name.Search(“CHC-M6”)>=0

Key your specification in the Filter field

Click on to apply the filter

2

Only components respecting the specification are displayed

3

To select all the values of the keyword containing the chain of characters CHC-M6


You can combine effects of two specifications to build a query


Intersection of results of both specifications

Union of results of both specifications

Result of first specification Result of 2nd

specification


You will learn how to create catalogs file from scratch

Creating Catalogs

A catalog


There are several options to create CATIA V5 Catalogs…Creating 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


1

Activate the catalog workbench using the Start or the File menu

A new catalog is created with one chapter

Accessing the Catalog Editor workbench will create an empty catalog with a first chapter

Save the catalog to name it (File > Save As...)

Creating a New Catalog (1/2)

Chapter

2

Chapter.1 can be renamed


Creating a New Catalog (2/2)

Creating a new catalog

Adding chapters &

families

Defining keywords

Linking components to

CATIA documents

Saving the catalog

1

3

4

2

5

To choose to create a catalog interactively implicates all this process


0

You can save CATdrawing files containing details sheets and dittos as catalogs

Creating a Catalog from a CATDrawing file (1/2)

Only 2dComponents that are in detail sheets will be referenced in the created catalog

1

Select “Save as…” command from File menu

2Select catalog for the type of the file


3

You can save CATdrawing files containing details sheets and dittos as catalogs

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

Save the catalog file

4 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


You will learn how to create chapters

Creating Chapters


A chapter is a set of references. It will reference other chapters or Families

Chapter Definition Box

Chapter referencing another chapter

What is a Chapter?

Chapter referencing two Families


2

Select the “Chapter” icon

3

A chapter is a set of references. It can refer to other chapters or to families

Edit the Chapter under which you want to create a new chapter

Type the name of the Chapter

• 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

Click OK to confirm the chapter creation

Adding a Chapter to a Catalog

4

The chapter is added in the tree

1

5

Open the catalog you want to modify (File > Open)


You will learn how to create families that can contain reference to CATIA documents and Features

Creating Families


A family is a set of references. It references components that can be CATIA documents (CATProduct or CATPart) or CATIA Features (Details or Powercopies).

Family Definition Box

Families

What is a Family?


2

Select “Family” icon 3

A family is a set of references. It refers to CATIA documents (CATPart or CATProduct) or features (Drawing Details or Power Copy)

4

5

Edit the Chapter under which you want to add the family

Key in the name of the family to create

• 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

Click OK to confirm the creation

The new family appears in the tree

Adding a Family

1 Open the catalog you want to modify (File > Open)


You will learn how to create keywords in order to describe contents of chapters and families

Creating Keywords


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

What is a Keyword?


2

Activate the Family or Chapter in which you want to add a keyword

1

Select the Keyword icon

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

3

Type the name of the keyword

Display the list and select the desired type of the keyword

4

The new keyword appears in the Table tab in the result window

6 Click OK

Creating a Keyword in a Catalog

To modify a keyword you can use the contextual menu on a chapter (objectname... > Keywords...) or on a component (Keywords...)

5 Set the default value of the Keyword

This option will determine if values of this keyword are visible through the browser or not


You will learn how to create references to CATIA documents or Features

Creating Components


A Component is a reference to an external document or feature. The component’s keyword values are displayed.

Description definition box

A component

What is a Component?

Path of the CATIA document


Select the Component icon

A Component is a reference to an external file or feature described with keyword settings

4

2

Activate the family in which you want to add a component

Select the desired CATIA file

3Click on Select document to link a CATIA document

In the Keyword tab, set values for keywords by• selecting the keyword• typing the value

Description is created

6 Click OK

Adding a Component

1

You can edit the default name

The path of the selected document will be displayed in the File Name field

5

The Select external feature allows you to select PowerCopies or Details

You can preview the associated documents (Preview tab)


You will learn how to create whole sets of components from single CATPart files

Creating Part Family Components


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.

What are Part Family Components? (1/2)

This icon allows you to generate a complete family from a single CATPart

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

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


Select the “add Part Family” icon

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 .

4

2Activate the chapter under which you want to add the part family


3 Click on “Select document” to link a CATIA document

Adding a Part Family (1/2)


The path of the selected document will be displayed in the File Name field1



if not resolved, description of each component will refer to the same .CATPart File

Adding a Part Family (2/2)

Click OK5

The Part family is created and contains as many components as there was rows in the Design Table of the Part

6

Each component has an available preview

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 .


Select the “add Part Family Component” icon

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 .

4

2

Activate the family under which you want to add the part family component


3 Click on “Select document” to link a CATIA document

Adding a Part Family Component (1/2)


The path of the selected document will be displayed in the File Name field1



If not resolved, description of each component will refer to the same .CATPart File

Adding Part Family Components(2/2)

Click OK5

The Part family Component is created and contains as many components as there was rows in the Design Table of the Part

6

Each component has an available preview


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


Part Family Resolution(2/2)

Whole PartFamily resolution Single PartFamily Component resolution

Path of Storage Folder is a Setting :


Additional Information

You have to make a selection or multi selection in this list before clicking on OK

If the document selected to create a PartFamily is driven by several Design Tables, CATIA will give you choice between them.


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

Referencing Data from External Catalogs


Click the “Link to other catalog” icon

1Open the catalog where you will add a link to an external chapter (File > Open)

3

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

5 Select the chapter or family to import

A new chapter appears in the destination Catalog.

A link has been created

• If you change anything in the linked chapter it will be changed in both catalogs

Adding a Link to Another Catalog

Open the catalog from which you want to get the chapter (File > Open)

2

4

Activate the chapter under which you want to add the link.

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


What are Catalog Filter Resolved Components

Result of a query on all components of the external catalog

External Catalog

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


Catalog Filter Resolved Components (1/2)

Activate the Family

Select the external catalog

Create your queryValidate

1

2 Select the command

3

45

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


Catalog Filter Resolved Components (2/2)

2 x

Generated components of selected query

Resolved Query

Components generated from a query are referenced as external description

Next step consists in making resulting components of the query available by resolving the query

6 Select Generative Data tab

7Double click the query

8 Click on Resolve Query Button

9 Click on OK


You will learn how to create catalogs file from scratch

Checking the Catalog Preview

A catalog


What is Catalog Preview?You won’t have the same view of a Catalog whether you open it with the Catalog Editor or with the Catalog Browser.

Catalog Editor

Catalog Browser

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 Preview (1/3)

You have a global view of the structure of your catalog

Structure tree of the catalog indicates if the feature is :a Cataloga Chaptera 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

View from the Catalog Editor...

To get a Chapter or a Family active, just double click on it


Catalog Preview (2/3)

2 x

2 x

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

To see the content of an element, just double click on it


Catalog Preview (3/3)From the editor, you can modify the icons affected to the chapters or family but you will see them only through the browser.

Icons representing the chapters or family can be different wether you are browsing or editing the Catalog

To change the icon, click there

… And select the icon

If you do not touch to the icons with the editor, you will have the same icons in the browser

In contextual menu of the chapter or family, select “Definition”

1

2

3 Click on OK


Keywords VisibilityFrom the editor, you can decide if values of a keyword will be visible through the browser or not.

Deactivate this option

Select the keyword

Star indicates this keyword is not visible

We would like to hide values of this keyword in the browser

In contextual menu of the family, select “Keywords Default values”

2

1

0

3

Keyword is hidden

5

Click on OK

4


You will learn how to create catalogs in batch mode using Text or Excel files and macros

Creating Catalogs in Batch Mode

Definition file

.csv


• CATIA documents (parts or assemblies) referenced in catalogs

• Catalog files generated after running a macro

• Macro scripts used to generate catalogs

• Text or Excel files (.csv format) used to create & define, and modify catalog content

• Reports generated by macros

Sample source files

Catalogs can be stored with parts they reference. Otherwise, the Search Order must be correctly set

What is Behind Catalogs?


How Does it Work?

.csv

.csv

Catalog in CATIA Chapter definition

End-chapter definition

CATIA document

MacroChapter

Family

Filenames of parts

Filenames of catalogs

Terminology: • A chapter references catalogs • An end-chapter references CATIA parts / products• Keywords are used in queries to search for parts


.csv

E:\users\images\screw.bmp

.csv

When you create catalogs of parts, you define chapters and families (see example below)

Save the files as .csv (usable on UNIX)

You can check the report resulting from the catalog creation

Edit csv files: define chapters and families, keywords, names of referenced catalogs or parts & products, and component characteristics

(Knowledgware syntax)

CATIA settings: reference (if not already done) the CclTypeLib library from intel_a\code\bin using Tools > Options > General > Automation > Add

2

3

4 Edit macro BuildCatalog.CATScript (input & output catalog names & location) & Run it

You can customize a catalog icon by entering the location and name of the image to be used in cell C1 of the table

5

Creatingchapter2.catalog Fromchapter2.csv ------------------------Batch successfully ended------------------------

....' Define the absolute path of the input csv filecsvFile ="...\Online\Samples\Infrastructure\chapter2.csv" ' Define the absolute path of the output catalog filecatalogFile ="...\chapter2.catalog" ......

*

Note that you can define absolute location of catalogs and parts

1

You can have one macro per catalog. Then, you do not need to edit the macro each time (input / output names already defined)

Creating Catalogs in Batch Mode


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

From CATIA V4 to V5 Basics


You will learn how to copy CATIA V4 data using CATIA V5

Working with a CATIA V4 Document

V4 model loaded in CATIA V5


V5 Files

About CATIA V4 and CATIA V5 Analogy

V4 FilesSolid .model 3D .CATPart (Body)Surface .model 3D .CATPart(Open Body)

Wireframe .model 3D or 2D .CATPart (Open Body) Drawing .model DR .CATDrawingPart Positioning .session, .asm, ditto .CATProductLibrary .lib .catalogPRJ Native Data(Description)


User Interface: CATIA V4,V3,V2 Workbench

Geometry Check : Check by transferring the solid’s geometry through Copy-Paste Special as CATIA_Result

Using the Check Tools

Geometry Specification : Check by transferring the solid with geometry and the history tree through Copy-Paste Special as CATIA_Spec

V4 Integration workbench

Check Tools


About Copy and Paste Options

• CATIA_RESULT: the result is a Boundary Representation feature i.e. Brep featureExample: 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

Using the Paste Special Tools


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:

What are the Different Methods?

A B

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)


General Process

Interactive mode using:Copy Paste SpecialCATIA_SPEC

+Update

Using Part Design Workbench capabilities to analyze/check the result CATPart

Batch mode (not covered in this course)

Saving the integrated document As a .CATPart

43

Before Copying the CATIA model: Checking its

Geometry and Specifications

Integrating V4 CATIA model to CATIA V5 CATPart Document

Two ways of doing :

From CATIAV4,V3,V2 workbenchOpening & Visualizing a CATIA model

2

1


You need to check either the geometry or the specification of CATIA V4 model data

2The Check Validity dialog box appears

Click Geometry Check icon

Open the CATIA V4 model and select one or more geometrical elements in the geometry area

Checking CATIA V4 Model Data before Copying it to CATIA V5 Document (1/2)

CATIA V4Integration workbench & toolbar "3 operations not implemented" : 3 operations will

be unavailable in a migration to CATIA V5.

Click Specifications Check icon. The Check Validity dialog box appears

3

You can transfer the solid’s geometry only through copy - paste special - As a Result.

1


To view the results of a specification check, double-click on the contents of the selected line in the Check Validity dialog box.

The $ symbol means that the Pipe item is an unresolved feature in V5 (same symbol in the V4 tree).

Checking CATIA V4 Model Data before Copying it to CATIA V5 Document (2/2)

4

5 Right-click the red element to discover the problem

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.


2

File > Open

Open a (new) V5 document

V4 Workspaces

1

V4 Integration workbench & tools

Select modeGeometry check

3 Click V4 geometry (if simple part) or the desired object in the tree, then Copy (Edit menu or MB3)

4

Click in V5 tree, then Paste Special (Edit menu or MB3) Click CATIA SPECS then

OK to keep the V4 model history

Edit > Update the geometry to visualize it 7

Double click MASTER to see its content

Copying a CATIA V4 Solid into CATIA V5

6

Resulting tree.5


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

Sum Up …..

Date post:	22-Oct-2014
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