Catia Manual

Ryerson UniversityDepartment of Aerospace Engineering

LABORATORY MANUAL

AER222 Engineering Design & Graphical Communication

© Dassault Systems - All Rights Reserved

Winter 2006

Rev 1.0

Instructor 1: Dr. K. BehdinanInstructor 2: Dr. G. Okouneva

Developed By: Kamran ShahidEdited By: Primoz Cresnik

NOT FOR SALE

The following safety rules and regulations are to be followed in all Aerospace Engineering laboratories and researchfacilities. These rules and regulations are to insure that all personnel working in these laboratories and research areasare protected, and that a safe working environment is maintained.

1."Horseplay" is hazardous and will not be tolerated.

2. No student may work alone in the laboratory at any time, except to prepare operating procedures for equipment ordata write-up/reduction/simulations.

3. Required personal protective equipment (PPE) will be provided by the Department for use whenever specified bythe Faculty, Engineering Support or Teaching Assistant, .i.e., hearing protection, face shields, dust masks, gloves, etc.

4. Contact lenses will not be worn in the laboratory when vapours or fumes are present.

5. Safety glasses with side shields and plastic lenses will be required when operating targeted class experiments asoutlined in the experimental procedures. Splash goggles or face shields will also be provided and worn also, for thoseexperiments which have been identified as a requirement.

6. Each student must know where the location of the First Aid box, emergency equipment, eye wash station is, ifrequired in the laboratories, shops, and storage areas.

7. All Faculty, Engineering Support and Teaching Assistants must know how to use the emergency equipment andhave the knowledge to take action when an accident has occurred, .i.e., emergency telephone number, location,emergency response services.

8. All Faculty, Engineering Support and Teaching Assistants, and Research Assistants, must be familiar with allelements of fire safety: alarm, evacuation and assembly, fire containment and suppression, rescue.

9. Ungrounded wiring and two-wire extension cords are prohibited. Worn or frayed extension cords or those withbroken connections or exposed wiring must not be used. All electrical devices must be grounded before they areturned on.

10. All Faculty, Engineering Support and Teaching Assistants, and Research Assistants, must be familiar with anapproved emergency shutdown procedure before initiating any experiment.

11. There will be NO deviation from approved equipment operating procedures.

12. All laboratory aisles and exits must remain clear and unblocked.

13. No student may sniff, breathe, or inhale any gas or vapour used or produced in any experiment.

Campus Security Dial: 5001/5040 Emergency Dial: 80

Jerry Karpynczyk, Safety Officer: 6420/4884

GENERAL SAFETY RULES AND REGULATIONS FOR LABORATORIES AND RESEARCH AREAS

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14. All containers must be labeled as to the content, composition, and appropriate hazard warning: flammable,explosive, toxic, etc.

15. The instructions on all warning signs must be read and obeyed in all laboratories and research facilities.

16. All liquid and solid waste must be segregated for disposal according to Faculty, Engineering Support or TeachingAssistant instructions. All acidic and alkaline waste should be neutralized prior to disposal. NOTE: NO organic wastematerial is to be poured down the sink or floor drains. These wastes should be property placed in designed wastedisposal containers, labeled and stored in the department's flammable storage cabinet which is ventilated and secured.

17. Good housekeeping must be practiced in all teaching and research laboratories, shops, and storage areas.

18. Eating, drinking, tobacco products, gum chewing or application of makeup is strictly prohibited in thelaboratories and shops.

19. Only chemicals may be placed in the "Chemicals Only" refrigerator. Only food items may be placed in the FoodOnly refrigerator. Ice from any refrigerator is not be used for human consumption or to cool any food or drink.

20. Glassware breakage must be disposed in the cardboard boxes marked "Glass Disposal". Any glassware breakageand malfunctioning instruments or equipment must be reported to the Faculty, Engineering Support or TeachingAssistant present.

21. All injuries, accidents, and "near misses" must be reported to the Faculty, Engineering Support or TeachingAssistant. The Accident Report must be completed as soon as possible after the event by the Faculty, EngineeringSupport or Teaching Assistant and reported to the Departmental Safety Officer immediately. Any person involved inan accident must be sent or escorted to the University Health Centre. All accidents are to be REPORTED.

22. All chemical spills are to be reported to the Faculty, Engineering Support or Teaching Assistant, whose directionmust be followed for containment and cleanup. Faculty, Engineering Support or Teaching Assistant will follow theprescribed instructions for cleanup and decontamination of the spill area. The Departmental Safety Officer must benotified when a major spill has been reported.

23. All students and Faculty, Engineering Support or Teaching Assistant must wash their hands before leavingtargeted laboratories, research facilities or shops.

24. No tools, supplies, or any other items may be tossed from one person to another.

25. Compressed gas cylinders must be secured at all times. Proper safety procedures must be followed when movingcompressed gas cylinders. Cylinders not in use must be capped.

26. Only gauges that are marked "Use no oil" are for Oxygen cylinders. Do not use an oiled gauge for any oxidizingor reactive gas.

27. Students are never to play with compressed gas hoses or lines or point their discharges at any person.

28. Do not use adapters or try to modify any gas regulator or connection.

29. There will be no open flames or heating elements used when volatile chemicals are exposed to the air.

30. Any toxic chemicals will be only be exposed to the air in a properly ventilated Fume Hood. Flammable chemicalswill be exposed to the air only under a properly ventilated hood or in an area which is adequately ventilated.

31. Personal items brought into the laboratory or research facility must be limited to those things necessary for theexperiment and safe operation of the equipment in the laboratories and research facilities.

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32. General laboratory coats, safety footwear are not provided by the Department of Aerospace Engineering,although some targeted laboratories and research areas will be supported by a reasonable stock of protective clothingand accessories, i.e., gloves, welding aprons, dust masks, face shields, safety glasses, etc.

33. Equipment that has been deemed unsafe must be tagged and locked out of service by the Technical Officer incharge of the laboratory or research facility. The Departmental Safety Officer must be notified of the equipmentlockout IMMEDIATELY!

34. In June 1987 both the Federal & Ontario Governments passed legislation to implement the workplace hazardousmaterial information system or WHMIS across Canada. WHMIS was designed to give workers the right-to-knowabout hazardous material to which they are exposed to on the job. Any person who is required to handle anyhazardous material covered by this act should first read the label and the product's material safety data sheet (MSDS).No student is to handle any hazardous materials unless supervised by a Faculty, Engineering Support or TeachingAssistant. The laboratory Technical Officer, Faculty, Engineering Support or Teaching Assistant is responsible forensuring that any hazardous materials are stored safely using WHMIS recommended methods and storageprocedures. All MSDS must be displayed and stored in a readily accessible place known to all users in the workplaceand laboratory

35. All the foregoing rules and regulations are in addition to the Occupational Health and Safety Act, 1987.

36. Casual visitors to the laboratory and research areas are to be discouraged and must have permission from theFaculty, Engineering Support or Teaching Assistant to enter. All visitors must adhere to the safety guidelines and isthe responsibility of the visitor.

37. Only the Safety Officer may make changes to these policies upon confirmation of the Safety Committee andapproval of the Department Chair.

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Table of Contents

1.0 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

2.0 The User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

2.1 Screen Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

2.2 CATIA Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102.2.1 General Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102.2.2 Sketcher Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112.2.3 Drafting Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

3.0 The Sketcher Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

3.1 The Sketch Tools Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

3.2 The Profile Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

3.3 The Operation Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

4.0 Lesson A - Sketcher Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

4.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

4.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

5.0 Lesson B - Constrained Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

5.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

5.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

6.0 The Part Design Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

6.1 The Sketch-Based Features Toolbar . . . . . . . . . . . . . . . . . . . . . . . . .26

6.2 The Transformation Features Toolbar . . . . . . . . . . . . . . . . . . . . . . . .27

6.3 The Dress-Up Features Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

6.4 The Annotations Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

6.5 The Constraints Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

6.6 The Surface-Based Features Toolbar . . . . . . . . . . . . . . . . . . . . . . . .29

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6.7 The Reference Elements Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . .30

7.0 Lesson C - Part Design Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

7.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

7.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

8.0 Lesson D - Revolved Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

8.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

8.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

9.0 Lesson E - Reference Planes and Slots . . . . . . . . . . . . . . . . . . . . . . . . . .38

9.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

9.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

10.0 Lesson F - Stiffener and Draft Angles . . . . . . . . . . . . . . . . . . . . . . . . . .42

10.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

10.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

11.0 The Drafting Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

11.1 The Style Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

11.2 The Select Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

11.3 The Drawing Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

11.4 The Views Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

11.5 The Dressup Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

11.6 The Geometry Creation Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

11.7 The Geometry Modification Toolbar . . . . . . . . . . . . . . . . . . . . . . . . .49

11.8 The Graphic Properties Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

11.9 The Tools Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

11.10 The Dimensioning Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

11.11 The Text Properties Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

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11.12 The Dimension Properties Toolbar . . . . . . . . . . . . . . . . . . . . . . . . .52

11.13 The Annotation Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

11.14 The Generation Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

12.0 Lesson G - Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

12.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

12.2 Orthographic Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5412.2.1 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

12.3 Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5712.3.1 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

12.4 Section Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5912.4.1 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

13.0 Lesson H - Dimensioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

13.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

13.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

14.0 The Assembly Design Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

14.1 The Product Structure Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

14.2 The Move Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

14.3 The Scenes Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

14.4 The Constraints Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

14.5 The Assembly Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

14.6 The Constraint Creation Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . .66

14.7 The Space Analysis Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

14.8 The Annotations Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

14.9 The Catalogue Browser Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . .67

14.10 The Tools Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

15.0 Lesson I - Parts Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

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15.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

15.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

16.0 Lesson J - Assembly Clash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

16.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

16.2 Drawing Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

17.0 Lesson K - Physical Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

17.1 Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

A.0 Appendix - Sketcher Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78

A.1 Create a Corner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78

A.2 Create a Chamfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78

A.3 Trim an Element. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

A.4 Break an Element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80

A.5 Quick Trim . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

A.6 Geometric Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

A.7 Dimensional Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

A.8 Constraint Colours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85

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1

1.0 Introduction

CATIA is a CAD/CAM/CAE commercial software suite developed by Dassault Systems andmarketed world-wide by IBM. All stages of product development are supported, fromconceptualization, through design (CAD) and manufacturing (CAM) including analysis(CAE). This software is widely used throughout the engineering industry and is the 3Dapplication that has designed almost 50 percent of the cars on the road today and practicallyevery large aircraft that has been designed in the last 10 years.

As a first year engineering student, it may be difficult to comprehend the purpose and use ofCATIA. In your upcoming years, you will encounter many labs and design projects whereyour CATIA skills will be most helpful. An example of CATIA stress analysis is shown inFigure 1.1 while an example of CATIA presentation graphics is shown in Figure 1.2.

One of the objectives of this course is to develop your visualization skills. An engineer who isable to mentally picture, move, rotate and change objects will possess greater design andanalytical skills. CATIA will immerse you in a 3D graphical world and by doing so will allowyou to practice and cultivate your visualization skills.

3D solid modelling has become commonplace in engineering, thus adding another tool for thedesign and analysis of systems. Material properties can be applied to solid models allowingfor the overall determination of mass, moment of inertia and other system parameters. Also,the use of colour and rendering techniques allows for the production of high quality images ofthe final design. Wireframe and surface modelling are also possible within CATIA, however3D solid modelling is more useful and will be the focus of this course. Unlike typical 2Ddrawing practices, you do not manually draw the orthogonal views of the object, but ratheryou make reference to a 3D model. CATIA can generate the required views as well as theobject dimensions from the 3D model. Also, any changes that are made to the 3D model willbe automatically reflected in the 2D drawings of the part.

This manual is intended to be an introduction to CATIA and is by no means comprehensive.You are encouraged to experiment with all of the different commands.

Figure 1.1 Stress Analysis © Dassault Systems Figure 1.2 Presentation Graphics © Dassault Systems

2.0 The User Interface

Before going into the details of CATIA’s 3D modelling commands, let us take some time tobecome comfortable with the user interface.

2.1 Screen Layout

Open CATIA and Select Start >> Mechanical Design >> Part Design. Your screen willappear as shown in Figure 2.1.

Some icons have a small arrow at the bottom right corner. This indicates that there is afurther toolbar available for this function and by clicking on the arrow, you will be able toaccess this toolbar.

Note: A few of the toolbars may be located elsewhere on the screen and active command icons will be highlighted in orange.

The following sections all refer to Figure 2.1.

The Start Menu

The Start pull down menu lists all of the available workbenches in CATIA V5. This manualwill focus mainly on the Mechanical Design Workbench with emphasis on the workbenches asshown in Table 2.1.

Current Active Document

This area displays the name of the current CATIA document. Part1 is the default file nameupon starting the Part Design Workbench.

The Windows Toolbar

This toolbar contains the standard pull down menus as found on the standard MicrosoftWindows® operating system. The tools that you will be required to use are described in theupcoming lessons.

Table 2.1 Catia Workbenches

Part Design Drafting

Sketcher Assembly Design

1

2

3

2

Figure 2.1 User Interface

3

The Current Workbench

While working on a model, different workbenches may need to be utilized. This area showsthe current active workbench and may be important if you have several windows open.

The Specification Tree

The Specification Tree displays a variety of information about the model. It is always activeand available in all workbenches. The Specification Tree displays the features of the parts inthe order in which they were created. This is useful as it provides quick access to parameters,functions, materials and commonly used measurements. A model element may be selected byclicking on its occurrence in the Specification Tree.

The branches of the specification tree can be expanded or collapsed by click on the +/-symbols respectively. It is possible Zoom In/Out and Pan the specification tree. To do so, firstdouble click the Specification Tree. This will have the affect of causing the workspace to godim. In this state, all viewing commands will apply to the Specification Tree as opposed to themodel workspace. Once you are finished viewing the Specification Tree, be sure to doubleclick again to return the view to model space. In a large model, the specification tree canbecome quite large. The F3 key will toggle viewing the specification tree On/Off.

The Catia Standard Toolbar

Table 2.2 The Catia Standard Toolbar

These tools are similar to those found in the Standard Microsoft Windows® toolbar.

Icon Name DescriptionNew Creates a new file.

Open Open an existing file.

Save Saves the current file.

Quick Print Prints the current file.

Cut Removes the selected item and places it on the clipboard.

Copy Places a copy of the item on the clipboard (does not delete the item).

Paste Pastes the active clipboard element.

Undo & Undo History Undo a single command, or use the history tool to undo multiple steps.

4

5

6

4

The View Toolbar

Redo & Redo History Didn’t want to undo that command? Redo will fix that by itself or with the history tool.

What’s This? Picking this item and clicking on an icon will bring up the corresponding help screen for that particular icon.

Table 2.3 The View Toolbar

This toolbar will be useful for viewing your model.

Icon Name Description

Fly Mode This tool allows you to view your model as if you were flying around it.

Fit All In Fits the extent of your model onto the screen.

Pan Drag the model in the screen plane.

Rotate Rotate the model in 3D space.

Zoom In Enlarge the model view.

Zoom Out Reduce the model view.

Normal View Rotate the model so the selected surface is normal to the screen.

Hide/Show Hide single or multiple entities from view and place in the “no show workspace”.

Swap Visible Space Toggle between the visible and hidden workspaces. This command works in conjunction with the Hide/Show icon.

These commands affect how you view your model.

Isometric View Rotate model to an isometric view.

Front View Rotate model to front view.

Back View Rotate model to back view.

Left View Rotate model to left view.

Right View Rotate model to right view.

Top View Rotate model to top view.

Table 2.2 The Catia Standard Toolbar (Continued)

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5

The Compass

The compass can be used to modify the position and orientation of a component relative to theglobal XYZ coordinates or relative to other parts. The compass can be attached to an object inorder to move and rotate it and in this case will turn green. You can restore the compass to itsdefault position by executing View >> Reset Compass. Figure 2.2 shows some of thefunctions of the compass.

Bottom View Rotate model to bottom view.

Named View Create and display custom view.

These commands will affect how your model looks.

Shading (SHD) Solid shading without any edge line representation.

Shading with Edges Solid shading with edges shown.

Shading with Edges without Smooth Edges Shading with edges smoothed.

Shading with Edges and Hidden Edges Shading with edges hidden.

Shading with Material Shading with material properties represented.

Wireframe (NHR) Wireframe with no hidden line removal (NHR).

Customize Custom view menu giving you further options.

Figure 2.2 The Compass

Table 2.3 The View Toolbar (Continued)

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6

The Select Tool

Plane Representation

The primary planes are shown here and indicate where theglobal origin is. The planes can be selected from the icon orfrom the specification tree as shown in Figure 2.3.

The Current Workbench Toolbars

The side bar will have the tools available for the currently active workbench. The upcominglessons will describe the tools needed to accomplish the task at hand.

Note: If you are unsure of what a particular tool does, holding the mouse over the icon will show its command name. You could also use the What is? function as shown in Table 2.2 to get further help regarding the tool. All of the toolbars can be moved to

any position on the screen. If a particular toolbar becomes closed, you canreactivate it by going to View >> Toolbar and checking the particular toolbox.

Table 2.4 The Select Tool

These tools aid in the selection of elements of your model or the Specification Tree. The default is the SELECT arrow.


Select Point and click to select elements. Multiple elements can be selected by holding down the CTRL key.

Selection Trap Select elements that are exclusively within the box.

Intersecting Trap Select elements that are within the box and those that intersect the bounding box.

Polygon Trap Similar to the SELECTION TRAP, but allows you to draw aa more defined are of inclusion. Double click when done.

Paint Stroke Elements that intersect the line stroke are selected.

Outside Trap Select elements that are exclusively outside the box.

Intersecting Outside Trap

Select elements that are outside the box and those that intersect the bounding box.

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Figure 2.3 Planes

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The Knowledge Toolbar

The Apply Material Tool

Selecting will allow you to Apply Material to your model. This enables you to determinemass, moment of inertia and other model parameters. If your model is composed of differentbodies, you can apply different materials to the individual bodies. Applying material will alsogive your model the colour and texture of the specified material. In order to see the materialapplied to your model, be sure to select Apply Material from the View Mode toolbar.

The Measure Tool

Table 2.5 The Knowledge Toolbar

These tools allow you to incorporate formulas and spread-sheets to define your model.


Formula Use a formula to define model specifications.

Comment and URLs Access the Comments and URLs editor.

Check Analysis Specify model standards and check model against standards.

Design Table & Law Use data from a spreadsheet to define model specifications Access the law editor.

Knowledge Inspector Preview design changes before applying the changes.

Lock & Unlock Parameters Lock and Unlock selected model variables.

Equivalent Dimen-sions Force equivalent dimensions.

Table 2.6 The Measure Tool

These tools allow you to take measurements of your model.


Measure BetweenMeasure the distance between two elements. These elements can be points, lines, planes or surfaces. Select the tool and then the two entities.

Measure Item Measure the length of an individual element.

Measure Inertia Measure physical properties of the model such as volume, mass, centroid, moment of inertia, etc.

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The Tools Toolbar

Axis Orientation

As you change the orientation of your model, the icon, as shown inFigure 2.4, will change its orientation along with the model to giveyou an idea of the model’s position in space. You will notice that if thecompass is in its default position, it too will rotate in tandem with thisicon.

Message Area

When you execute a command, the system may require further information or prompt you forfurther input. If you start a command, and the system looks to be just sitting there, take a lookat the message area. CATIA may simply be waiting for you to provide further information.

The Power Input Mode

This area is for advanced users and allows for scripting commands to be entered manually.This window will not be used here in this workbook.

More Toolbars

A toolbar may be active, but not appearing on the screen. If you see the bar indicated, it meansthat one or more toolbars are located below. Select the bar and drag to an open screen area inorder to see and use the toolbar.

Table 2.7 The Tools Toolbar

Here you will find different tools to manipulate your model.


Update AllThis icon will usually be inactive unless an element in the model needs updating. This function is used mainly when a model constraint is changed.

Axis System Create multiple local frames on the body.

Mean Dimensions Used in conjunction with model tolerances.

Create Datum Deactivates the history mode.

Only Current Body Displays only the current operated solid.

Open Catalogue Access the user defined catalogue.

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Figure 2.4 Axis Orientation

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2.2 CATIA Options

2.2.1 General Settings

You may need to change the measurement units depending on the scale of the model you aredeveloping. A small part may only require millimetres while a commercial airliner is bestdrawn in metres. To change the units of measure, perform the following:

1. From the main menu bar ( item 3 in Figure 2.1 ), click on Tools >> Options.

2. Click on Parameters and Measure. If this option does not appear, click on the + symbolbeside the General icon.

3. Click on the Units tab. The options menu will now look similar to what is shown inFigure 2.5

4. Select the particular measurement value that you want to assign a unit to.

5. From the drop down menu, pick the desired unit.

Figure 2.5 Setting Units

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2.2.2 Sketcher Settings

Before using the sketcher, you may need to adjust the grid spacing or other options. To adjustthese settings do the following:

1. With the options screen open, click on the + symbol beside Mechanical Design to expandthe tree.

2. Click on the Sketcher option from the tree. The options menu will now look similar to whatis shown in Figure 2.6.

3. Select the primary grid spacing. These are the major divisions of the grid, and will appear assolid lines if the grid is displayed.

4. The graduations or the minor divisions of the grid are determined by dividing the PrimarySpacing by the number of graduations. These spacings will appear as dashed lines whenthe grid is displayed.

Figure 2.6 Sketcher Settings

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2.2.3 Drafting Settings

There are many settings available for the Drafting Workbench. Many options such as the gridsettings and colour settings are similar to the previous sections. The drafting setting arelocated under Mechanical Design expandable tree.

You should have the same arrangement as shown in Figure 2.8

Only the more crucial tab screens are shown here. The most important settings are those at thetop of the Views Tab.

.

Figure 2.7 Drafting Settings

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A) LayoutB) ViewC) GenerationD) Geometry

Figure 2.8 Drafting Tab Settings:

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3.0 The Sketcher Workbench

The CATIA Sketcher tool box provides the functionality to quickly produce 2D profiles as apart of the 3D modelling process. This module is very closely tied to the Part Designworkbench as model elements are started in the Sketcher and completed in the Part Designworkbench. You will be able to directly manipulate coplanar solid geometry, edit shapes, alterdegrees of freedom and modify associated constraints. The Sketcher is highly useful for themodification and further development of your model.

To start the Sketcher, click on the Sketcher icon and select a plane on which to draw asshown in Figure 2.3.

3.1 The Sketch Tools Toolbar

Note: Most of the commands in the Sketcher workbench have other options that appear in the Sketch Tools toolbar. So be sure that this toolbar is visible. Also to open additional

toolbars, go to View >> Toolbars and select the desired toolbar.

Table 3.1 The Sketch Tools Toolbar

This toolbar will always have these commands available. However, depending on what command is selected from the Sketcher workbench, this tool will add further functionality to the commands. Figure 3.1shows an example of the Sketch toolbar along with the infinite line command.


Grid Toggle the grid on and off.

Snap to Point Toggle snap to point on and off.

Construction / Standard Element

Construction elements are only visible in the Sketcherworkbench.

Geometrical Constraints

Automatically create geometrical constraints as elements are created.

Dimensional Constraints

Automatically create dimensional constraints as elements are created.

Figure 3.1 Expanded Toolbar

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3.2 The Profile Toolbar

Table 3.2 The Profile Toolbar

This toolbar provides the commands to draw the basic geometric shapes to construct your 2D profile.


Profile Generate a continuous profile based on arcs and lines. Terminate the command by double clicking.

Predefined Profile Toolbar

Rectangle Rectangle based on two corner points.

Oriented Rectangle Angled rectangle based on three input points.

Parallelogram Angled parallelogram based on three input points.

Elongated Hole

Elongated hole based on three input points:1st point specifies the a centre point. 2nd point specifies the other centre point.3rd point specifies the hole radius referenced from the 2nd point.

Cylindrical Elongated Hole

Cylindrical elongated hole based on four input points:1st point is the centre point of the arc.2nd point is the starting point of the centre line.3rd point is the end of the centre line4th point defines the radius of the hole.

Keyhole Profile

Keyhole profile based on four input points:1st point specifies the centre point of the large radius.2nd point specifies the centre point of the small radius.3rd point defines the radius of the small radius.4th point defines the radius of the large radius.

HexagonCircumscribed hexagon based on two input points:1st point specifies centre of hexagon.2nd point defines a hexagon flat and the angle.

Centred RectangleRectangle based on two input points:1st point specifies the centre of the rectangle.2nd point specifies a corner of the rectangle.

Centred Parallelogram

Before using this command, you need two lines that define the centre lines of the parallelogram. After picking these lines, you specify the corner of the parallelogram.

Circle Toolbar

CircleCircle based on 2 points: 1st point specifies the centre.2nd point specifies the radius.

Three Point Circle Circle based on three points. CATIA will calculate the centre point and radius required.

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Circle Using Coordinates

Generate a circle by manually providing the Cartesian or polar coordinates of the circle.

Tri Tangent Circle Three lines need to exist before using this command. The circle that is tangent to all three lines is generated.

Three Point Arc

Create an arc based on three input points:1st point specifies the start of the arc.2nd point is another point the arc passes through.3rd point defines the end point of the arc.

Three Point Arc Starting With Limits

Create an arc based on three input points:1st point specifies the start of the arc.2nd point is the end point of the arc.3rd point defines the radius and orientation.

Arc

Create an arc based on three input points:1st point specifies the start of the arc.2nd point is the end point of the arc.3rd point defines the radius and orientation.

Spline Toolbar

Spline Draw a continuous complex curve. The previous points picked define the curvature of the upcoming bends.

Connect Merge two existing splines or arcs into one spline.

Conic Toolbar

Ellipse

Draw an ellipse based on three input points:1st point specifies the centre of the ellipse.2nd point defines the orientation and the major radius.3rd point defines the minor radius.

Parabola By Focus

Generate a parabolic curve based on four input points:1st point specifies the focus.2nd point defines the apex.3rd point defines the starting point.4th point defines the ending point.

Hyperbola By Focus

Draw a hyperbola based on five input points:1st point specifies the focus.2nd point defines the centre.3rd point defines the apex.4th point defines the starting point.5th point defines the ending point.

Conic

Draw a conic using five input points:1st point specifies the starting point.2nd point defines the end point.The next three define curve between the above two points.

Line Toolbar

Line Draw a line between two points.

Infinite LineDraw a line of infinite length. The Sketch Tools toolbar provides the options of drawing a vertical, horizontal or line between two points.

Table 3.2 The Profile Toolbar (Continued)

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3.3 The Operation Toolbar

Bi Tangent Line Two curves are needed to specify a line that is tangent to both curves.

Bisecting LineTwo intersecting lines are required for this command. An infinite line is drawn at the intersection bisecting the angle between the two selected lines.

Line Normal to Curve Draw a line normal to a curve. The end point is selected first with the specification of the curve to follow.

Axis Toolbar

AxisThe axis is drawn based on a starting and ending point. It can not be used to define an edge of the model. It is used to define an axis of revolution.

Point Toolbar

Point By Clicking Create points either by point-and-click or by entering the coordinates.

Point By Using Coordinates Specify points via polar or Cartesian entry.

Equidistant Points Select an existing line or curve and specify how many equally spaced points are to be placed on the element.

Intersection Point Select two elements that intersect and a point will be placed at the intersection.

Projection Point First specify a set of points followed by selecting the element that the points will be projected onto.

Table 3.3 The Operation Toolbar

These commands allow you to modify and edit the basic geometries to form your profile.


Corner Create a corner by specifying the radius.

Chamfer Create a chamfer by specifying the chamfer length.

Relimitations Toolbar

TrimTrim or stretch lines to a point of intersection. The Sketch toolbar has the option of Trim All Elements or Trim First Element.

Break Break an element into two entities at the specified point.

Table 3.2 The Profile Toolbar (Continued)

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Quick TrimThis command mimics an eraser. The Sketch toolbar has the option of Break and Rubber In, Break and Rubber Out or Break and Keep.

Close Close an arc to form a complete circle.

Complement Create the missing section of a complete circle from an existing arc.

Transformation Bar

Mirror Mirror selected elements about a defined line or axis.

Translate Translate elements. A pop up menu allows you to specify the number of copies and the length.

Rotate Rotate elements. A pop up menu allows you to specify the number of copies and the angle between the copies.

Scale Scale elements.

OffsetCreate elements with a user specified offset value. The Sketch toolbar has the options of No Propagation, Tangent Propagation, Point Propagation and Both Side Offset.

Symmetry Create symmetrical elements about a defined line or axis.

3D Geometry Toolbar

Project 3D Elements Project an existing 3D element onto a sketch plane to form a profile.

Intersect 3D Elements Intersect a 3D element with a sketch plane to form a profile.

Project 3D Silhouette Edges

Project silhouette edges of a 3D element with the sketch plane.

Table 3.3 The Operation Toolbar (Continued)

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4.0 Lesson A - Sketcher Introduction

4.1 Objectives

This lesson will show you how to do the following:

• Start CATIA• Enter the Part Design and Sketcher workbenches• Specify a working plane• Customize Sketcher settings• Produce the profile as shown in Figure 4.1• Use the Pad command to add depth to the profile

Figure 4.1 Lesson A Model

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4.2 Drawing Steps

STEP 1:Open CATIA. Go to Start >> Mechanical Design >> Sketcher. At this point, CATIA iswaiting for you to select the plane on which you will construct your profile. Either click on theXY plane from the specification tree, or select the XY plane from the icon in the centre of thescreen as shown in Figure 2.3.

STEP 2:Set up the grid spacing for the Sketcher with settings of 100mm for the Primary Spacing with10 Graduations as shown in Figure 2.6. Also, make sure that the Display and Snap To Pointgrid options are selected.

STEP 3:It is unlikely that you can see all four of the toolbars that will be used in the Sketcher. First, goto View >> Toolbars and make sure that there is a check mark beside Profile, Operations,Sketch Tools and Constraints. If you still do not see all the toolbars, then they are probablyburied at the side (see item 19 in Figure 2.1). It is recommended that the Sketch Tools toolbarbe placed on a visible area of the screen as this toolbar will be referenced quite often.

Note: You can make a vertical bar horizontal by dragging it into the top or bottomtoolbar area making it vertical. Then you can drag it into an open screen area

STEP 4:Start with the straight line sections of the profile. Click on the Profile icon and start withpoint A (see Figure 4.1) at the origin. As you move the cursor about the screen, you willnotice that you can only move at increments of 10mm both horizontally and vertically. This isthe effect of the Snap to Point grid setting. Also, the cursor displays the coordinates of thepoints. Since you are in the XY plane, the upper value is the Y coordinate while the lowervalue is the X coordinate. However, this is only relative to the local planar coordinate system.

Continue to construct the straight segments of the profile and notice how the Sketch Toolstoolbar changes. You could actually enter the coordinates of the points instead of enteringthem with the mouse. If you do make a mistake, use the undo command.

STEP 5:Click on the Arc icon from the Profile toolbar (see Table 3.2). Keep an eye on themessage area (item 17 in Figure 2.1) as you use this command. The first point required is thecentre point of the arc J. The next point needs to define the starting point of the arc and theradius, so either point A or I will suffice. The final point is the end of arc, so specify this point.Your profile will be similar to what is shown in Figure 4.2.

The line colours and the letters next to the lines deal with the constraints of the profile. Thiswill be discussed further in Lesson B.

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STEP 6:The 2D profile is complete, so click on to exit the Sketcher and enter the Part DesignWorkbench.

STEP 7:Your profile will be listed as Sketch.1 in the Specification Tree. Click on Sketch.1 to selectyour profile. If you are curious, you can expand Sketch.1 to see all of the elements that youhave created.

STEP 8:Click on the Pad icon so you can extrude your profile to add depth. In the Pad Definitionmenu, there is a button labelled MORE. By clicking on this, you will see something similar toFigure 4.3.

STEP 9:Click on the Reverse Direction icon and see what happens to your profile. There is an arrowwhich indicates the direction of extrusion and clicking on this particular button changes thedirection.

There is an area titled First Limit and there is an entry labelled as Length. Enter a few differentvalues hit the preview button at the bottom right hand corner of the menu. Reset the value to20mm after you have tried a few other values.

Use the rotate icon to view your model in 3D space.

Click on and save your model.

Figure 4.2 Lesson A Profile

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Figure 4.3 Adding Depth

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5.0 Lesson B - Constrained Profile

5.1 Objectives

This lesson will show you how to do the following:• Construct a profile without using a grid• Use the editing commands within the Sketcher to modify your profile• Apply geometric and dimensional constraints to your profile• Modify the dimensions of your profile• Produce the model shown in Figure 5.1.

5.2 Drawing Steps

STEP 1:Open CATIA, enter the Sketcher and select the XY plane as the working plane. See Lesson Aif you forgot how to do this.

STEP 2:In the Sketch Tools toolbar make sure that the Grid and Snap To Point icons appearas they do here indicating that these options are turned off. If they appear with an orangehighlighting, click them to turn them off. You will not be using the grid for this lesson.

STEP 3:Check that the Geometrical Constraints and Dimensional Constraints are turned onand appear highlighted.

STEP 4:From the Profile toolbar, use the rectangle command and the line command tomake a profile similar to Figure 5.2. Do not worry about the dimensions as of yet and the lines

Figure 5.1 Lesson B Model

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do not have to be perfectly vertical or horizontal. The H and the V beside the lines of therectangle indicate horizontal and vertical geometric constraints.

Note: While you are drawing the lines and applying constraints, you may see symbols other than H and V appear beside the lines. If you do, select these symbols and hit

the delete key.

STEP 5:Select lines A and B and click on the Constraints Defined in a Dialogue Box icon , whichcan be found in the Constraints toolbar. You will see a menu appear similar to Figure 5.3.Click on the horizontal box and then click OK. The lines will now be horizontal with an Hnear them. Do the same step for line C but make it vertical. Your profile should now looksimilar to Figure 5.4. If the lines shifted slightly after you applied the geometric constraints,move them so your profile is proportional to Figure 5.4.

STEP 6:Select the central vertical line and click the Construction/Standard Element icon. Clickon an empty area of the screen and click on the same icon again. This makes the centre line aconstruction line and will appear as a dashed grey line. Construction lines are only visiblewithin the Sketcher. Be sure that this icon is NOT highlighted after this step.

STEP 7:Select the central vertical line again. Click on the Offset icon . In the Sketch Tools toolbar,there will be a field labelled Offset at the extreme right. Enter a value of 12mm. Now repeatthis step, except this time enter a value of -12mm. Your profile will now look like Figure 5.5.

STEP 8: Double click on the Quick Trim icon . Now click on all of the lines at the pointsindicated by the red dots in Figure 5.6. Do not erase any of the geometric constraints thatappear after this step.

Figure 5.2 Step 4 Figure 5.3 Constraint Definition

Figure 5.4 Step 5

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STEP 9:Select lines G and I from Figure 5.7. Now click the Constraints icon and you will see adimension appear. Click on a point below the profile to place the dimension. Do the samebetween lines B and H to apply the vertical dimension. Double click on the dimensions youjust created and change the values to those shown in Figure 5.1. Your profile will looksomewhat bizarre at this point, so apply the steps between the following lines and change thedimension to the indicated value:

• between lines A and G, dimension 50mm• between lines F and H, dimension 15mm• between lines B and D, dimension 15mm• pick lines G and H and apply a Fix constraint using

STEP 10:Now round the inner corners as shown in A.1. Pick an appropriate radius. Apply the chamferto the outer edge as shown in A.2. The dimension of 5 x 45o corresponds to the Length1 andAngle chamfer specification as shown in Figure A.3.

Click Chamfer , select the two corner lines, click on Angle and First Line in theSketch Tools toolbar and enter 5mm in the First Length field.

STEP 11:Use the Pad command as you did in Lesson A to extrude your profile to 750mm.

STEP 12:Exit the Sketcher . The purpose of using dimensional constraints is to allow quick andeasy changes of the dimensions of the model. Double click on Sketch.1 in the SpecificationTree to go back into your profile. Double click on and change a few dimensions. Exit thesketcher again to see how these changes have affected how your model. Save your work.

Figure 5.5 Step 7 Figure 5.6 Step 8 Figure 5.7 Step 9

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6.0 The Part Design Workbench

The Part Design workbench is the heart of the CATIA solid modelling environment. Complexgeometries can be developed by both adding and removing material from a primitive model.Further model enhancement is made possible through the Part Design dress-up features.Figure 6.1 and Figure 6.2 show two examples of models produced with the Part DesignWorkbench.

There are seven standard toolbars found in this workbench. These tools are described in thischapter including details about specific commands that you will be using.

Note: Icons with an arrow at the bottom right of the tool have multiple options.

6.1 The Sketch-Based Features Toolbar

Figure 6.1 Oblique Support Figure 6.2 Hand Wheel

Table 6.1 The Sketch-Based Features Toolbar

This is the main toolbar that is used in conjunction with the 2D profiles developed in the Sketcher Workbench.


Shaft Produce a model by rotating a sketch about a defined axis.

Groove Cut a groove out of a solid by rotating a sketch about an axis.

Hole Create a variety of different types of holes.

Rib Create a rib by sweeping a profile along a centre line curve.

Slot Create a slot by sweeping a profile along a centre line curve.

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6.2 The Transformation Features Toolbar

Solid Combine This command allows you to combine components.

Stiffener Produce a stiffener.

Loft Create a solid loft.

Removed Loft Create a negative loft.

Pads Toolbar

Pad Create a pad by extruding a sketch profile.

Drafted Filleted Pad Produce a pad with both drafts and fillets.

Multi-Pad Create multi pads with various thicknesses.

Pockets Toolbar

Pocket The opposite of the pad tool. Remove material from a model by reverse extruding a sketch profile.

Drafted Filleted Pocket Create a pocket with drafts and fillets.

Multi-Pocket Produce multi pockets with various thicknesses.

Table 6.2 The Transformation Features Toolbar

These commands perform transformations specific to the 3D model space.


Scaling Scales the model.

Mirror Mirrors a component with a defined face or plane.

Transformations Toolbar

Translation Translate a component by a defined distance and direction.

Rotation Rotate a component about a selected axis and angle of rotation.

Symmetry Mirror a component. The original component is deleted.

Patterns Toolbar

Table 6.1 The Sketch-Based Features Toolbar (Continued)

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6.3 The Dress-Up Features Toolbar

Rectangular Pattern Define a rectangular pattern.

Circular Pattern Define a circular pattern.

User Pattern Define a custom pattern.

Table 6.3 The Dress-Up Features Toolbar

Use these commands to add fine details to your model.


Chamfer Create a chamfer along an edge.

Shell Shell an existing body.

Thickness Add or subtract thickness from a component.

Thread/Tap Produce a tap or thread.

Remove Face Delete specific faces from a component.

Replace Face Replace a missing face from a component.

Fillets Toolbar

Edge Fillet Produce a fillet on a body edge.

Variable Radius Fillet Produce a variable radius fillet.

Face-Face Fillet Produce a face to face fillet.

Tritangent Fillet Produce a fillet by removing a face.

Drafts Toolbar

Draft Angle Produce a draft angle on a component.

Draft Reflect Line Produce a draft reflect line.

Variable Draft Produce a variable draft.

Table 6.2 (Continued)The Transformation Features Toolbar

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6.4 The Annotations Toolbar

6.5 The Constraints Toolbar

6.6 The Surface-Based Features Toolbar

Table 6.4 The Annotations Toolbar

Apply notes and identification tags to model components.


Text with Leader Produce text with a leader.

Flag Note Produce a flag note.

Table 6.5 The Constraints Toolbar

These tools have counterparts in the Sketcher, but apply only to the 3D model space.

Icon Name DescriptionConstraints Defined in Dialogue Box Select an entity and apply a constraint picked from a menu.

Constraint Apply a constraint between two elements.

Table 6.6 The Surface-Based Features Toolbar

These commands relate to the model surface.


Split Cut a body into two separate entities using a plane, face or surface.

Thick Surface Create thickness from a face or surface.

Close Surface Close a surface.

Sew Surface Sew a surface to a body component.

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6.7 The Reference Elements Toolbar

Table 6.7 The Reference Elements Toolbar

These tools produce elements that can be uses as reference entities for commands.


Point Produce a reference point.

Line Produce a reference line.

Plane Produce a reference plane.

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7.0 Lesson C - Part Design Introduction

7.1 Objectives

This lesson will show you how to perform the following:

• Use the Pocket command to remove material• Use Edge Fillet to round a corner• Put a hole in your model• Produce the model as shown in Figure 7.1.

Figure 7.1 Lesson C Model

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7.2 Drawing Steps

STEP 1:Start CATIA, and enter the Sketcher. Be sure to pick YZ as your sketching plane

STEP 2:Produce the profile shown in Figure 7.2. You can use the same grid as you did in Lesson A.Exit the Sketcher and extrude the profile to 80mm.

STEP 3:Start the Sketcher again, but this time pick the plane as indicated in Figure 7.3. Draw a circleand a horizontal line as shown in Figure 7.4. If you do not see an H beside the line, apply ahorizontal constraint.

STEP 4:Select edge A and the centre of the circle B and apply a coincidence constraint usingConstraint Defined in Dialogue Box. Do the same between the line and edge A. Select thecircle and apply a dimensional constraint of radius 25mm. Now select point B and edge C andapply a dimensional constraint of 40mm.

Figure 7.2 Step 2 Figure 7.3 Surface/Edge Selection

Figure 7.4 Step 3 A Figure 7.5 Step 3 B

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STEP 5:Use the Quick Trim command as you did in Lesson B to clean up your profile so as to have itlook similar to Figure 7.5. Exit the Sketcher.

STEP 6:Select the profile created in the Specification Tree and click on the Pocket. A menutitled Pocket Definition will now appear. The first field is labelled Type and has a drop menubeside the field. Select Up to Next from this menu and click on OK.

STEP 7:Select the edges shown in Figure 7.3 and click on the Edge Fillet. Enter a radius of40mm in the menu that appears and click on OK.

STEP 8:Enter the Sketcher and select the surface as shown in Figure 7.3. Draw a circle in the Sketcher.Select the centre point of the circle and one of the edges and apply dimensional constraints toposition the circle. Pick the circle and apply a radius constraint of 25mm. Exit the Sketcherand Pad the profile to 30mm.

STEP 9:Select Hole . You will now be prompted to select a surface. Select the top of the Pad thatyou just created. CATIA will automatically centre the hole otherwise you can use thePositioning Sketch feature to position the hole location. Enter a diameter of 20mm and selectUp to Next from the drop down menu to project the hole all the way through the model.

STEP 10:Select Hole . Now select the same surface as used in STEP 3. You are going to need tospecify the locations of the holes so click on the Positioning Sketch icon. The problem younow face is that part of the model obscures your view of the surface that you want to belooking at. Click on the Isometric View icon (see Table 2.3).

Figure 7.6 Hole Centre Symbol Figure 7.7 Centre Constrained

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You will see a blue asterisk symbol on the plane surface similar to what is shown inFigure 7.6. This symbol represents the centre of the hole. Pick the asterisk symbol and amodel edge and apply dimensional constraints as shown in Figure 7.7.

Click on the Exit icon and you will be returned to the Hole menu. Enter 12mm for thediameter and select Up to Next from the drop down menu. Repeat this procedure to producethe other hole.

STEP 11:Click on the Edge Fillet icon and enter a radius of 4mm. Pick a few of the model edgesand click on OK. You can produce both concave and convex fillets with this command. Applyfillets to a few of the edges. Use the Undo command if you do not like the results. Save yourwork.

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8.0 Lesson D - Revolved Profile

8.1 Objectives


• Use the Shaft command to revolve a profile• Use the Hole command to specify a hole depth• Use the Circular Pattern feature• Produce the model as shown in Figure 8.1

Figure 8.1 Lesson D Model

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8.2 Drawing Steps

STEP 1:Open the Sketcher and produce the profile as shown in Figure 8.2. The centre line highlightedin orange is actually an axis drawn with the Axis icon . This reference is important as itwill define the axis of rotation of the model. Be sure that you draw this axis in the Z direction.

STEP 2:Exit the Sketcher and click on the profile name in the Specification Tree. Click on Shaft.Since you included an axis line in your profile, the Shaft command understands to revolve theprofile around this axis. Click OK to accept.

STEP 3:Click Hole and select the surface upon which the holes will be placed. Click on thePositioning Sketch icon.You will now define the location of the holes. The blue asteriskrepresents the centre of the hole. Drag this marker to a location other than the centre of thesurface.

STEP 4:Apply a dimensional constraint of 40mm from the centre of the surface as shown inFigure 8.3. Exit the Sketcher and set the diameter of the hole to be 25mm and the depth to be30mm.

STEP 5:Click on the Hole entry in the Specification Tree and then click on Circular Pattern. Inthe menu there is a field labelled Reference Element and within this it will say No Selection.Click the box No Selection so it will be highlighted gray. Now click on the surface where thehole resides. From the Parameters drop down menu select Complete Crown and enter 5instances. Click OK to accept. STEP 6:

Figure 8.2 Step 1 Figure 8.3 Step 4

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Rotate your model using . Use Hole to apply a hole of radius 20mm with a depth of30mm. Most of the details regarding this model lies within and is difficult to see. So lets cutthe model open to see what it looks like.

STEP 7:Click on the Split icon and click on the YZ plane from the Specification Tree. Your modelwill look similar to Figure 8.4. Click the Undo command to reform your model.

Figure 8.4 Section View

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9.0 Lesson E - Reference Planes and Slots

9.1 Objectives


• Use reference points• Specify a new reference plane• Use the Split command to remove material from the model• Use the Thick Surface command to extrude a surface• Produce the model as shown in Figure 9.1

Figure 9.1 Lesson E Model

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9.2 Drawing Steps

STEP 1:Start the Sketcher. In the XYplane and make a square that is100mm x 100mm. Pad thisprofile 50mm.

The Split command will be usedto cut the corner off of themodel. However in order to usethis function, a cutting planeneeds to be first specified. Thereare many different ways todefine a plane other than thestandard XYZ planes. In thiscase, three points will be used to define the plane.

STEP 2:Rotate your model so a corner is facing you. Click Point from the Reference Elementstoolbar. A menu titled Point Definition will appear. There is a field labelled Point type whichhas a drop down menu. From this menu select On curve. The menu will expand to that shownin Figure 9.2. Select the edge. Initially the distance may be measured from the inside corner asopposed to the outside corner. To correct this, click on Reverse Direction. Enter the distance inthe length field, click Preview to ensure the distance is registered and click OK. Repeat thisstep to mark the other two points.

STEP 3:To define the cutting plane select Plane and from the Plane type drop down menu selectThrough three points. Select the three points that you defined in Step 2 as shown in Figure 9.3.

STEP 4:To cut the corner click Split and select the plane that you created in Step 3. Notice thatthere is small arrow on the cutting plane. The arrow points to the part of the model that is

Figure 9.3 Step 3

Figure 9.2 Step 2

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going to be kept so make sure it is pointing into the model. If the arrow is pointing outwards,double click on it to change the direction. Click OK and the corner will be removed.

STEP 5:Click on Thick Surface and select surface A as shown in Figure 9.4. Make sure the arrowis pointing outward and enter 10mm in the First offset field. Repeat this step for surfaces Band C.

To make the slot you need to produce two profiles. One is for the path and the other is for theshape.

STEP 6:First the path will be defined. Enter the Sketcher and select surface D from Figure 9.4. Start bydrawing an arc on the surface as shown in Figure 9.5. Between element pairs 1, 2 and 3 applya coincidence constraint. Pick the arc and apply a radius constraint of 80mm. Exit theSketcher.

STEP 7:To better identify this profile, right click on the sketch in the Specification Tree and selectProperties. Pick the Feature Properties tab and rename the profile to Centre Curve. Renamingfeatures in the Specification Tree is very helpful in more complex models

Figure 9.4 Step 5

Figure 9.5 Step 6 and 8

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STEP 8:Next produce the slot profile. Enter the Sketcher and select surface E as shown in Figure 9.4.The tricky part here is that one of the corners of this profile has to be coincident with the endof the arc that you defined in Step 6. Use the Rotate icon to tilt your model slightly.However, you are still drawing on surface E.

Produce the profile as shown in Figure 9.5. Rename this sketch to Profile.

STEP 10:To produce the channel, select the Slot command. Select the named Profile sketch to be inthe Profile field and the named Centre Curve sketch to be in the Centre Curve field. Click OK.

The Rib command works similar to the Slot command. However, instead of removingmaterial, the Rib function draws a profile along a specified path.

STEP 11:To round the back corner, Fillet the edge with a radius of 110mm.

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10.0 Lesson F - Stiffener and Draft Angles

10.1 Objectives


• Use the Stiffener command to add a model feature• Use the Mirror command to replicate elements• Use the Draft Angle command to modify the model• Use the Shell command to hollow out the model• Produce the model as shown in Figure 10.1

Figure 10.1 Lesson F Model

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10.2 Drawing Steps

STEP 1:Enter the Sketcher in the XY plane and make a rectangle that is 110mm (horizontal) by 60mm(vertical). Be sure that the bottom left hand corner of the rectangle is located at coordinates(0,0) in the XY plane. The easiest way to do this is to ensure that the Sketch Tools toolbar isvisible on the screen. Then with the rectangle command, you can simply enter the coordinates.Exit the Sketcher. Pad this profile to 15mm.

STEP 2:Enter the Sketcher again, but select the top of the rectangular prism (ie on the plane Z=15).Draw a circle of radius 25mm and apply constraints to centre the circle on the rectangle. Padthis profile 25mm.

STEP 3:In order to draw the profile that will specify the stiffeners, the plane Y=30 needs to bespecified.

Select the Plane icon and from the Plane Type drop down menu, select Offset from Plane.The reference plane is the ZX plane. Select this from the Specification Tree or click on theplane itself. Enter 30mm in the Offset field as shown in Figure 10.2.

STEP 4:Enter the Sketcher and select the plane that you just created as the working plane. Produce theprofile as shown in Figure 10.3. The 25mm dimension references the end point of the line, notthe edge of the cylinder. The profile is not to be closed as it only consists of two lines. Exit theSketcher.

STEP 5:Locate the Stiffener command in the Sketch Based Features Toolbar (see Table 6.1) andselect the profile that you just created from the Specifications Tree. Enter 40mm in theThickness1 field. Click OK.

Figure 10.2 Step 3 Figure 10.3 Step 4

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STEP 6:The model actually has two stiffeners. The second stiffener will be created by mirroring theexisting element. However, the mirroring plane needs to be specified.

Select Plane and again pick Offset from Plane from the Plane Type drop down menu.Select the YZ plane as the reference plane and enter 55mm in the Offset field. Click OK.

STEP 7:Click on the Stiffener instance, not the sketch, in the Specification Tree and select Mirrorfrom the Transformation Toolbar (see Table 6.2). Now click on the plane that you created inStep 6 and click OK. You now have a mirrored copy of the stiffener.

STEP 8:To produce the 15º angles, select Draft Angle. Enter 15º in the Angle field. Selectsurfaces 1 2 3 and 4 as shown in Figure 10.4. You can select two surfaces, rotate your modeland select the remaining two surfaces on the far side. Click in the field Selection so that it ishighlighted gray and select the surface indicated. Click OK.

STEP 9:Rotate the model so you are looking at the bottom surface. Click Shell and select thebottom surface. Enter 2mm in the field marked Default Inside Thickness and click OK. Younow have a 2mm thick shell of the model.

Figure 10.4 Step 8

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11.0 The Drafting Workbench

The Drafting workbench allows you to take a 3D part or assembly produced in the PartDesign Workbench and quickly develop 2D production drawings. Views are automaticallygenerated and can be dimensioned and annotated with ease. Figure 11.1 shows the level ofdetail possible with the Drafting Workbench.

The Drafting workbench relies on the model files created from the Part Design workbenchand makes reference to the Part Design file. Files from Part Design are saved with theextension CATPart while files from the Drafting workbench are saved as CATDrawing. If youmove or rename the CATPart file, you will need to re-establish the link with the drafting file.

11.1 The Style Toolbar

Figure 11.1 Drafting Sample Drawing © Dassault Systems

Table 11.1 The Style Toolbar

Select default drafting standards or customize the standards.

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11.2 The Select Toolbar

11.3 The Drawing Toolbar

11.4 The Views Toolbar

Table 11.2 The Select Toolbar

This is the same toolbar as covered in item 9 of Figure 2.1.


Select See Table 2.4.

Free Rotation Toggle option from the Select tool.

Table 11.3 The Drawing Toolbar

Create a new sheet within the drafting file.

Icon Name DescriptionInstantiate 2D Component Produce a 2D element instance.

New View Produce a new view. User defines the required view.

Sheets Toolbar

New Sheet Produce a new sheet.

New Detail Sheet Produce a new detail sheet.

Table 11.4 The Views Toolbar

Specify views to be used in the current drawing.

Icon Name DescriptionProjections Toolbar

Front View Produce a front view.

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Unfolded View Produce an unfolded view.

View from 3D Extracts a view defined in 3D.

Projection View Produce a projection view as defined by the user.

Auxiliary View Produce an auxiliary view as defined by the user.

Isometric View Produce an isometric view.

Advanced Front View Produce a front view with expanded options.

Sections Toolbar

Offset Section View Produce a section view as defined by the user.

Aligned Section View Produce an aligned section view as defined by the user.

Offset Section Cut Produce an offset section cut as defined by the user.

Aligned Section Cut Creates an aligned section cut as defined by the user.

Details Toolbar

Detail View Produce a detail view defined by a circle callout.

Detail View Profile Produce a detail view defined by a sketch.

Quick Detail View Produce a detail view defined by a circle.

Quick Detail View Profile Produce a quick detail view defined by a sketch.

Clippings Toolbar

Clipping View Produce a clipping view defined by a circle.

Clipping View Profile Produce a clipping view defined by a sketch.

Break View Toolbar

Broken View Remove a portion of the model.

Breakout View Remove a portion of the model so the internal geometry can be observed.

Wizard Toolbar

View Creation Wizard Wizard that helps to define the views needed for a particular drawing.

Front, Top and Left Produce a view configuration based on the front, top and left views of the model.

Table 11.4 The Views Toolbar (Continued)

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11.5 The Dressup Toolbar

11.6 The Geometry Creation Toolbar

Front, Bottom and Right

Produce a view configuration based on the front, bottom and right views of the model.

All Views Produce a view configuration based on all views of the model.

Table 11.5 The Dressup Toolbar

Dress up the current drawing by applying these features.


Area Fill Produce a fill area.

Axis and Thread Toolbar

Centre Line Produce a centre line.

Centre Line with Reference Produce a centre line with a reference.

Thread Produce a thread specification.

Thread with Reference Produce a thread specification with a reference.

Axis Line Produce an axis line.

Axis Line and Centre Line Produce an axis line and centre line on circular outlines.

Arrow Produce drafting arrows.

Table 11.6 The Geometry Creation Toolbar

This toolbar is the same as that found in the Sketcher workbench. The elements created with this toolbar are 2D in nature only. See Table 3.2


Point by Clicking Produce a 2D point.

Table 11.4 The Views Toolbar (Continued)

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11.7 The Geometry Modification Toolbar

11.8 The Graphic Properties Toolbar

Line Produce a 2D line.

Circle Produce a 2D circle.

Profile. Produce a 2D profile.

Spline Produce a 2D spline.

Table 11.7 The Geometry Modification Toolbar

The tools found here are the same as those in the Sketcher workbench.


Corner Produce different forms of a corner.

Symmetry Produce symmetry as well as transformation tools that allow translation and replication of drafting elements.

Geometrical Constraint Produce different geometrical constraints.

Table 11.8 The Graphic Properties Toolbar

Change the colour or linetypes of drafting elements.


Colours Apply specified colour to drafting elements.

Line Thickness Apply specified line thickness to drafting elements.

Line Type Apply specified line type to drafting elements.

Layers/Filters Apply layers and filters to drafting elements.

Table 11.6 The Geometry Creation Toolbar (Continued)

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11.9 The Tools Toolbar

11.10 The Dimensioning Toolbar

Copy Object Format Copy the format of one element and apply to another.

Pattern Apply a cross hatch pattern to a specified area.


These tools affect the different display modes within the drawing.


Sketcher Grid Toggles the grid ON / OFF.

Snap to Point Toggles Snap to Point ON / OFF.

Analysis Display Mode Displays dimensions in different colours.

Show Constraints Show 2D constraints in the current view.

Create Detected Constraints Create 2D constraints in the current view.

Filter Generated Elements Apply a virtual filter on generated elements.

Table 11.10 The Dimensioning Toolbar

Apply dimensions to specified elements.

Icon Name DescriptionDimensions Toolbar

Dimensions Produce dimensions.

Chained Dimensions Produce chained dimensions.

Cumulated Dimensions Produce cumulated dimensions.

Table 11.8 The Graphic Properties Toolbar (Continued)

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11.11 The Text Properties Toolbar

Stacked Dimensions Produce stacked dimensions.

Length / Distance Dimensions Produce length and distance dimensions.

Angle Dimensions Produce angular dimension between 2 elements.

Radius Dimension Produce a radius dimension of a circular feature.

Diameter Dimension Produce a diameter dimension of a circular feature.

Chamfer Dimension Create a chamfer dimension.

Thread Dimension Produce a thread dimension in both top and or side views.

Coordinate Dimension Produce a coordinate dimension.

Hole Dimension Table Produce a hole dimension table.

Coordinate Dimension Table Produce a coordinate dimension table.

Technological Feature Dimensions ToolbarTechnological Feature Dimensions

Tools found here are similar to the Dimensions toolbar, but apply to the technological features of the model.

Re-Route Dimensions Toolbar

Re-Route Dimensions Modify existing dimensions.

Create Interruption Produce interruptions in dimensions.

Remove Interruption Remove interruptions in dimensions.

Datum Feature Toolbar

Datum Feature Produce a datum feature.

Geometric Tolerance Produce a geometric tolerance.

Table 11.11 The Text Properties Toolbar

These tools allow you to select and customize your fonts.

Table 11.10 The Dimensioning Toolbar (Continued)

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11.12 The Dimension Properties Toolbar

11.13 The Annotation Toolbar

Table 11.12 The Dimension Properties Toolbar

Modify dimension properties of drawing elements.


Dimension Line Select different representations of dimension line.

Tolerance Description Set the description of tolerance used for main values.

Tolerance Set the tolerance on a dimension.

Numeric Display Description

Set the description of numerical display used for the dimension main value.

Precision Set the precision for dimension values.

Table 11.13 The Annotation Toolbar

Apply text and different labelling to drawing elements.

Icon Name DescriptionText Toolbar

Text Produce text.

Text with Leader Produce text with a leader.

Text Replicate Reproduce an attribute linked text.

Balloon Produce a ballon label.

Datum Target Produce a datum target.

Text Template Replacement Text template replacement.

Symbols Toolbar

Roughness Symbol Produce a roughness symbol and specified value.

Weld Symbol Produce a weld symbol.

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11.14 The Generation Toolbar

Weld Produce a weld.

Table Toolbar

Table Produce a table.

Table from CSV Produce a table from a CSV file.

Table 11.14 The Generation Toolbar

Auto generate dimensions. This tool is a good starting point for specifying dimensions on a drawing.

Icon Name DescriptionGenerating Dimensions

Generate dimensions from the Part Design or Assembly workbenches.

Generating Dimen-sions step by step Generate dimensions from 3D step by step.

Generate Balloons Generate balloons in current view.

Table 11.13 The Annotation Toolbar (Continued)

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12.0 Lesson G - Drawing Views

12.1 Objectives


• Produce the principle orthographic views of a model• Produce a detail view of a model• Produce an auxiliary view of a model• Produce a section view of a model

12.2 Orthographic Views

This section will show you how to produce the primary views as shown in Figure 12.1

12.2.1 Drawing Steps

STEP 1:Locate and open the file Ortho Example.CATPart. Keep the file open as the DraftingWorkbench file needs to be linked to it and you will be making references to the model.

STEP 2:Start the Drafting Workbench by selecting Start >> Mechanical Design >> Drafting.

STEP 3:A menu will appear as shown in Figure 12.2. Click on the Modify button and the second menuwill appear. From this menu, select ANSI from the Standard field and B ANSI (11x17) fromthe Sheet Style field. Now select Landscape and click OK. This menu will now close.

STEP 4:From the first menu shown in Figure 12.2, select Empty Sheet and click OK.

Figure 12.1 Orthographic View

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STEP 5:

To generate the views, select the View Creation Wizard from the Views Toolbar. The leftmenu in Figure 12.3 will appear and clicking next will bring up the second menu. For thissection, select the top, front and right view icon. The views will appear in the preview menu asshown in the diagram. The spacing and positioning do not matter at this point as you willadjust them yourself. Click next to go to the second screen and click finish.

The views can be selected independently from the second screen. To do so, one of the mainviews, those being the front and isometric views, must be included. You will use this featurewhen producing a section view as only the front and top views will be needed.

STEP 6:Now go back to your model file and select a reference plane. Minimizing the drawing windowwill expose the model file. Click once on the XY plane.

Figure 12.2 New Drawing Menus

Figure 12.3 View Wizard

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STEP 7:You will now see three views generated. Move your mouse cursor over the top and rightviews. The front view is usually selected such that it shows the width and height of the model.In the current configuration, this is not the case. The compass shown in Figure 12.4 allowsyou to manipulate the views so that the front view is in its proper position. Use the compass tohave your front view look like Figure 12.4.

STEP 8:The next problem should be apparent. That black rectangle is your drawing sheet and yourviews are well beyond the drawing extents. Changing the drawing scale will fix this. To selecta particular view, click on the view frame that surrounds the particular view. Select all threeviews by holding down the CTRL button and left clicking on the frames of the three views.Now move the cursor over one of the view frames, right click and select Properties. In themiddle of the menu there is a field marked Scale as shown in Figure 12.5. Change this value to1:3 and click OK.

The scale will be reflected in the caption under each view.You can delete these captions and the view names at thispoint.

The view frames serve only as a reference and do not appearwhen you print or output your drawings.

STEP 9:Your views will now be scaled down, but are still outside the drawing extents. If you click andhold down the front view border, you can move all of the views. If you drag one of the otherviews, you can only move linearly as they are tied to the front view. Move the views so theyare centred on your page.

Figure 12.4 View Rotation

Figure 12.5 Properties

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STEP 10:This step will elucidate how the drawing you created is linked to the PartDesign model. Go back to the Part Design Workbench, expand theSpecification Tree and delete the two highlighted elements as shown inFigure 12.6. A menu will appear once you hit delete. Click OK when thismenu appears.

STEP 11:Go back to the Drafting Workbench and your drawing. At the bottom menuthe Update icon will be highlighted. Click this icon.

Notice how all of the views update to reflect the changes made in the PartDesign model. Had there been dimensions in the views, these too wouldhave been updated.

You will need to use the afore mentioned steps for the section and auxiliaryviews.

12.3 Auxiliary Views

This section will show you how to produce an auxiliary view as shown in Figure 12.7.


STEP 1:Locate and open the file Aux Example.CATPart. Generate the three principle views you did inSection 12.2. Your three views should be similar to the views in Figure 12.7. Use the samepaper size and a scale factor of 1:3.

Figure 12.7 Auxiliary View

Figure 12.6 Delete Items

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STEP 2:Double click on the front view frame or double click the name in theSpecification Tree to make it the active view. The active view will have asmall coordinate axis in the view and will be underlined in theSpecification Tree as shown in Figure 12.8. Zoom into the front view.

STEP 4:Click on Auxiliary View and select the starting and ending points asshown in Figure 12.9.

STEP 5:Click anywhere to place the auxiliary view and zoom out. Grab the auxiliary view frame anddrag the view to an open space. Notice that you can only drag the view linearly andperpendicular to the line that you defined in Step 4. To move the view to a more appropriatelocation on the drawing you need to dereference the auxilary view from the front view. To doso, right click on the auxiliary view frame and from the menu select View Positioning >>Position Independently of Reference View. You can now move the view to a better position.

STEP 7:The view that you produced is called a full auxiliary view as the entire model along withhidden lines are shown. To better show the details of the plane you selected, right click on theauxiliary view frame, select Properties and turn off the hidden lines ( see Figure 12.5 ). Erasethe view names in the front, top and right views, but keep the name in the auxiliary viewframe. You will also want to reduce the size of the text labels.

STEP 8:Make the auxiliary view the current view and click Clipping View Profile. Outline theportion of the auxiliary view that you wish to keep similar to that shown in Figure 12.7. Saveyour work.

Figure 12.9 Auxiliary View Points

Figure 12.8 Active View

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12.4 Section Views

This section will show you how to produce a section view as shown in Figure 12.10.


STEP 1:Locate and open the file Section Example.CATPart. Generate the front and top views similarto the views in Figure 12.7. Use the same paper size and a scale of 1:1.

STEP 2:The section view will be defined from the top view, but the centre lines get in the way. Rightclick on the top frame and deactivate the centre lines ( see Figure 12.5 ).

Make the top view the active frame and select Aligned Section View. Now select thepoints 1, 2 and 3 to define the sectioning plane. Be sure the cursor displays the appropriatesymbols for points 1 and 2. When picking point 3, ensure the centre of the hole is highlighted so the sectioning planepasses through the centre point. Refer to Figure 12.11. Finally, be sure to double click on point3 to end the command.

STEP 3:Select a point to the right of the top view to position the section view. In the top view turn thecentre lines back on while in the section view turn the hidden lines off.

STEP 4:To change the sectioning hatch pattern, select the current hatch pattern and select Pattern.From the menu select the pattern you prefer and click OK. Save your work.

Figure 12.10 Section View

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Figure 12.11 Section View Points

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13.0 Lesson H - Dimensioning

13.1 Objectives

This lesson will show you how to add a title block to a drawing and to create and modifydimensions. The model and drawing that will be produced is shown in Figure 13.1.

13.2 Drawing Steps

STEP 1:Locate and open the file Shaft Support.CATPart. Generate the front, top and right viewssimilar to Figure 13.1. Use a B ANSI paper size and a scale of 1:2.

STEP 2:To add a title block click Edit >> Background. The drawing screen will change colour toindicate you are working on the background. Now click Insert >> Drawing >> Frame andTitle Block. When the Insert Frame and Title Block menu appears, just click OK. The titleblock will adjust to fit the size of the paper that you indicated. Click Edit >> Working Views toexit the background and return to the drawing views.

Figure 13.1 Dimensioning Model

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STEP 3:To apply a dimension, click Dimensions and select an edge. If you wanted to dimensionthis edge, simply drag the dimension to where you want and click. However, if you wanted todimension from this edge to another, hold down the CTRL key and click the other edge. Thedimension will now appear from the first edge to the second. Produce the linear dimensions asshown in Figure 13.1.

STEP 4:To apply a radius dimension click Radius Dimensions. Select the arc and position thedimension. Produce the radial dimensions as shown in Figure 13.1. Save your work.

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14.0 The Assembly Design Workbench

Products can consist of a few parts while complicated systems can have hundreds or eventhousands of individual components. The Assembly Design workbench allows for theassemblage of these individual parts to produce an overall final product. Parts can be snappedin position, dragged and dropped using rotations or translations. The constraint tools allow thespecification of the relative position of the part. Assembly manipulation and modificationtools allow dynamic analysis of assembly definitions and collision checking. Figure 14.1 andFigure 14.2 show examples of complex assemblies.

14.1 The Product Structure Toolbar

Figure 14.1 Wing Assembly © Dassault Systems Figure 14.2 Landing Gear Assembly © Dassault Systems

Table 14.1 The Product Structure Toolbar

These tools control the instance of components and products within the assembly.


New Component Insert a new component into assembly.

New Product Insert a new product into assembly.

New Part Insert a new part into assembly.

Existing Component Insert an existing component into assembly.

Replace Component Replace a specified component.

Graph Tree Reordering

Changes the order in the graph tree of the children of the selected product.

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14.2 The Move Toolbar

14.3 The Scenes Toolbar

Generate Numbering Generate a number on all components owning a representation.

Selective Load Apply load specifications to selection.

Manage Representation Manage representations of selected elements.

Multi Instantiation ToolbarFast Multi Instantiation Repeat components as defined in Define Multi Instantiation.

Define MultiInstantiation Define specifications to repeat components.

Table 14.2 The Move Toolbar

These tools allow the components to be moved, rotated and positioned.


Manipulation Specify a free hand translation or rotation of a component.

Explode Explode the component into its individual entities.

Stop Manipulate on Clash

Stops motion of component upon impact with another component.

Snap Toolbar

Snap Move a component by snapping to an existing component.

Smart Move Move an element by dragging and snapping.

Table 14.3 The Scenes Toolbar

Create and browse scenes within the workbench.


Enhanced Scene Create a scene.

Table 14.1 The Product Structure Toolbar (Continued)

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14.4 The Constraints Toolbar

14.5 The Assembly Toolbar

Scene Browser Browse a scene.

Table 14.4 The Constraints Toolbar

These tools allow you to specify the constraints between two elements of the assembly.

Icon Name DescriptionCoincidence Constraint Produce a coincidence constraint between two entities.

Contact Constraint Produce a contact constraint between two entities.

Offset Constraint Produce an offset constraint between two entities.

Angle Constraint Produce an angular constraint between two entities.

Fix Component Fix the component position.

Fix Together Fix two entities together.

Quick Constraint Automatically produces constraints on two selected entities.

Flexible/RigidSub Assembly Overload a position of a child component of the product.

Change Constraint Change the type of constraint selected.

Reuse Pattern Reuse specified pattern.

Table 14.5 The Assembly Toolbar

Modify assembled components.

Icon Name DescriptionCreate Symmetry on Component Produce symmetry on child component.

Assembly Features Toolbar

Table 14.3 The Scenes Toolbar (Continued)

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14.6 The Constraint Creation Toolbar

14.7 The Space Analysis Toolbar

Split Split components.

Hole Produce a hole.

Pocket Produce a pocket.

Add Add a selected body.

Remove Remove a selected body.

Table 14.6 The Constraint Creation Toolbar

The default location for this toolbar is at the bottom of the screen.


Default Mode Produce independent constraints in repeat mode.

Chain Mode Produce independent constraints in chain mode.

Stack Mode Produce independent constraints in stack mode.

Table 14.7 The Space Analysis Toolbar

The default location for this toolbar is at the bottom of the screen.


Clash Analyze the interference between two components.

Sectioning Manages sections of the elements.

Distance Measure the distance between two elements.

Table 14.5 The Assembly Toolbar (Continued)

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14.8 The Annotations Toolbar

14.9 The Catalogue Browser Toolbar

14.10 The Tools Toolbar

Table 14.8 The Annotations Toolbar

This toolbar is similar to that found in the Part Design workbench.


Weld Feature Produce a weld feature.

Text with Leader Produce text with a leader. Useful for labelling parts.

Flag Note Produce a flag note.

Table 14.9 The Catalogue Browser Toolbar

Import components from the catalogue.


Update all. After applying constraints, this button will need to be clicked to actually apply the constraints.

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15.0 Lesson I - Parts Assembly

15.1 Objectives


• Insert existing parts into an assembly• Move components within the assembly• Apply constraints to assembly components• Produce the model shown in Figure 15.1

Figure 15.1 Lesson I Model

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15.2 Drawing Steps

STEP 1:Locate and open the file Lesson I Model.CATProduct.

STEP 2:Compare the model you just opened and compare it to Figure 15.1. You will notice that youare missing two components.

Click Existing Component. Then click on the label Lesson I Model at the top of theSpecification Tree and a menu will appear allowing you to select the part to insert. SelectSpacer and Centre Pin.

STEP 3:Both parts are overlapping at the origin and are not in theapproximate positions as in Figure 15.1. The centre pin is alsofacing the wrong way.

To move the parts, click Manipulation and the menu shownin Figure 15.2 will appear. The buttons on this menu are selfexplanatory. Select Drag around Y axis ( do not click OK yet ),click on and rotate the Centre Pin 90 degrees. Now select Dragalong Z axis and move the Centre Pin to the left. Now slide theSpacer over. Try moving and rotating some of the othercomponents. Click OK when finished.

STEP 4:Select the part labelled End Plate 2, the blue plate on the right, and click Fix Component.This part now becomes the base for the assembly.

Use the Manipulation command to move this part. Then click Update. Notice the partmoves back to its original position and orientation.

STEP 5:Consider the disk and the end plate shown in Figure 15.3.

1. Click Contact Constraint. Select the back surface of thedisk and the front surface of the end plate. You can selectone surface, rotate the view and select the other surface.This will put the disk on the end plate surface.

2. Click Coincidence Constraint and select the innercurved surfaces. When you see the centre line for thesecircles, you have selected the right portion. This constraintaligns the hole centres.

Figure 15.2 Manipulation

Figure 15.3 Step 5

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3. Click Angle Constraint and select the two planes indicated. When a menu appears,select the parallel option and click OK. This step aligns the slots on the disk to the holes onthe end plate.

To see the effect of the constraints, click Update. It is suggested that you click Updateafter applying a few constraints to be sure they are correct before proceeding.

Repeat this step for the other disk and end plate.

STEP 6:This step is going to require zooming in and selecting the propersurface on the support pin. Refer to Figure 15.4 for this step.

4. Apply a surface constraint between the inner surface of the supportpin and the front surface of the end plate. Repeat for all foursupport pins.

5. Apply a coincidence constraint between the centre of the supportpins and the hole centres.

Click Update to see the results.

STEP 7:Refer to Figure 15.5.

1. Apply a surface constraint between the edge of the spacer and thefront of the disk.

2. Apply a coincidence constraint between the spacer and the centreof the holes.

STEP 9:This step refers to both end plates.

1. Apply a coincidence constraint between the hole centres.

2. Apply a parallel constraint, using Angle Constraint, between the planes in the centre ofeach of the end plate holes. The end plates are now aligned and centred.

3. Click Offset Constraint and select the inner surfaces of the end plates. When a menuappears, enter 38.1 in the offset field.

Figure 15.4 Step 6

Figure 15.5 Step 7

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Click Update to see the results. Alternatively, the second plate could have been aligned withthe support pins.

STEP 10:The remaining components can be placed using coincidence and contact constraints similar toStep 6. Proceed to apply the appropriate constraints.

STEP 11:When using the Assembly Workbench, you need to use the Clash tool to check for anyproblem with the assembly. In this lesson, all of the components were known to fit togetherproperly. This is not always the case, especially in a large project where several individualsare contributing components to the assembly. Click the Clash tool, select Contact + Clash,and Between All Components, and click Apply. A menu will appear indicating the status of allof the constraints that you applied. If there was a problem, it would be indicated here. Saveyour work.

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16.0 Lesson J - Assembly Clash

16.1 Objectives


• Measure distances• Use the clash tool to determine assembly problems• Edit parts within the Assembly Workbench to correct problems• Produce and correct the model shown in Figure 16.1

Figure 16.1 Lesson J Model

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16.2 Drawing Steps

Please note that the model as given to you is not correct. This was done on purpose. It will beassumed that the blue base plate dimensions are correct and the sizing of the remainingcomponents are in question.

STEP 1:Locate and open the file Lesson J Model.CATProduct.

STEP 2:The red plate has to align with the holes of the support plate. Start byapplying two coincidence constraints to the ends of the plate. One side isshown in Figure 16.2. Click Update.

In some cases, a problem with the geometry will appear when applyingconstraints. When a menu indicating there is a constraint problem appears, click close andlook at your model. The error that you are currently getting is due to the spacing between theholes in the top red plate.

STEP 3:To correct the spacing in the red plate, you first need the distance between the hole centres inthe blue base plate. You could look within the geometry of the base plate, but here you willactually measure the distance.

Use the Manipulation tool to move the red plate away from the blue plate.

Click Measure Between and move the menu that appears out of the way. Click the centreof the hole on the blue plate. A small circle will appear to indicate the centre is selected. Nowselect the centre of the hole on the other side of the plate. Be careful that you do not select thecentre of the other side of the hole. You should determine the distance between the holes is170mm.

STEP 4:In the Specification Tree, expand the entry Top Plate, locate Sketch.9 and double click toopen. Change the 180mm dimension to 170mm and also change the 90mm dimension to85mm. Exit the Sketcher.

STEP 5: Notice that Top Plate is highlighted in the Specification Tree, and you are in the Part DesignWorkbench. Double click on Lesson J Model at the top of the tree and you will return to theAssembly Workbench. Click Update and you will not receive a warning concerning thecoincidence constraints. However, rotate and take a look at your model.

STEP 6:Apply the appropriate surface constraint between the red and blue plates. Rotate and examineyour model.

Figure 16.2 Step 2

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STEP 7:The red plate is too wide to fit in the designated space. Click the Clash tool, selectContact + Clash, and Between All Components, and click Apply. Any clashes that exist willappear in this menu. CATIA will determine between which parts a problem exists. However, itis up to you to fix the problem. Exit this menu.

STEP 8:Use the measurement tool to determine the distance between thestruts on the blue plate. Expand the Top Plate in the SpecificationTree and locate Pad.1. Change the pad depth to the distance youjust measured. Use the Clash tool to confirm the problem hasbeen fixed.

STEP 9:Refer to Figure 16.3. First apply a coincidence constraint. Secondapply an offset distance of zero between the two surfaces. Repeatfor the other pin.

STEP 10:Use the Clash tool to see if there is a problem. The menu will show all of the constraintsapplied so far, but no clashes. However if there are any, you have made a mistake.

STEP 11:To insert the centre pins, use the Manipulate command to temporarily move the red plate.

STEP 12:Apply a coincidence constraint between the pins and the holes in the blue plate. Then apply acontact constraint between the bottom of the pins and the bottom of the holes. Click Update.There seems to be a slight problem with the length of the pins and the placement of the holesin the top plate.

STEP 13:Before you move anything, use the measurement tool to determine the distance from the topof the blue plate to the underside of the red plate. Also measure the thickness of the red plate.The pin is imbedded 8mm in to the blue plate.

STEP 14:For either centre pin, expand its entry in the Specification Tree until youfind a Mulipad instance. Open this menu and there will be twomeasurements labelled Extursion.domain.1 and Extrusion.domain.2. The1 and 2 refer to the dimensions as shown in Figure 16.4. Use themeasurements you took along with the 8mm hole depth to set the propervalues for these dimensions. You only need to change these values in one instance of thecentre pin. You will notice that the other pin will update as well. Click Update and the pinswill no longer extrude past the surface.

Figure 16.3 Step 9

Figure 16.4

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STEP 15:Use the Explode to move the components apart. Click OK and Yes.

STEP 16:Use the Measurement tool to find the distance between the centre pin holes in the blue plate.Expand Top Plate from the Specification Tree and locate Sketch.10. This sketch is thepositioning of the hole in the top plate. Change the 45mm dimension to half of the dimensionyou just measured. Exit the Sketcher and double click on Lesson J Model in the tree. ClickUpdate.

STEP 17:Use the Clash tool to confirm there are no clashes. Save your work.

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17.0 Lesson K - Physical Properties

17.1 Objectives


• Apply material properties to components• Determine inertia, mass, volume and centre of mass

The model shown in Figure 17.1 will be used for this lesson.

STEP 1:Locate and open the file Lesson K Model.CATProduct.

STEP 2:Constraints have already been applied to the model, so click Update . The axis planes onthe base plate remain visible

STEP 3:To appy material, select the component from the Specification Tree. Now click ApplyMaterial and a menu of different materials will appear. Select the metal category and pick an

Figure 17.1 Lesson K Model

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appropriate material to apply to the component. Applying material allows for thedetermination of the monents of inertia and the mass of the overall assembly.

STEP 4:Click on the Measure Inertia Icon . The icon will now become the shape of a wrench, andyou need to select all of the elements toinclude all of the elements to include in themeasurements. To select the entire assembly, select the product name at the top of theSpecification Tree. A menu similar to Figure 17.2 will appear and provides the physicalcharacteristics of the assembly.

The principal moments of inertia are important when conducting analysis on rotatingcomponents. In this assembly, the inertia of the rotating shaft can be determined by onlyselecting that component for the inertia calculation. The coordinates of the centre of gravity isrelative to the global assembly reference frame.

Figure 17.2 Measure Inertia

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A.0 Appendix - Sketcher Editing

A.1 Create a Corner

1. Click on the Corner icon from the Opera-tions toolbar and notice the other options thatappear in the Sketch Tools toolbar. You will usethe default Corner format of Trim All Elements.

2. Select the corner lines as shown in Figure A.1 A.

3. Enter the corner radius in the Sketch Tools toolbar as shown in Figure A.1 B. The finalresult is shown in Figure A.1 C.

The remaining five variances of the Corner command, as indicated in the Sketch Tools toolbar,have the same sequence of steps as shown above, but have different outcomes. You willusually use the Corner command with the Trim All Elements option in the Sketch Toolstoolbar.

A.2 Create a Chamfer

1. Click on the Chamfer icon from the Operations toolbar. TheSketch Tools toolbar will expand to provide a few other options. Thedefault setting of Trim All Elements will be used.

2. Figure A.2 shows the different ways that a chamfer can be specified. You will see theseoptions appear in the Sketch Tools toolbar. Select the corner lines as shown in Figure A.3A.

Figure A.1 Create Corner

Figure A.2 Chamfer Specifications

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3. Enter a chamfer length of 20mm and keep the angle as 45º as shown in Figure A.3 B. Theresult is shown in Figure A.3 C

A.3 Trim an Element

The Trim command is helpful for creating and editing your profiles. This command both trimsand extends lines. The default form of the Trim function is Trim All Elements while thesecondary option of Trim First Element appears in the Sketch Tools toolbar.

1. Start by clicking the Trim icon and selecting a line element. The orange line is theselected element.

2. Table A.1 shows how the command can vary from here.

Figure A.3 Create Chamfer

Table A.1 Trimming

Trim All Elements

Trim First Element

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Notice how Trim All Elements affects the first entities selected as well as the second element.However, the Trim First Element only affects the first entity selected.

The first element that is picked is the entity that will be trimmed, while the second line definesthe cutting edge where the trimming will take place. In Trim All Elements the second line isalso trimmed to the intersecting point.

A.4 Break an Element

The break command, as the name suggests, breaks an element at a specified point.

1. Select the break icon .

2. Pick the element to be broken as shown in Figure A.4.

3. Specify the break point as shown in Figure A.4. The broken arc is moved in the last frameso you can see where the break took place

Figure A.4 Break an Element

Table A.1 Trimming

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A.5 Quick Trim

The quick trim command is an alternative to the regular trim command. The Sketch Toolstoolbar provides 3 versions of this command.

1.Click on the Quick Trim icon and select the particular version of the command from theSketch Tools toolbar.

2.Figure A.5 shows the results of using the different versions of this command. In the lastframe, the line has been moved so the break points can be seen.

Break and Rubber In means to break the line at the intersection point, and erase in betweenthe lines.

Break and Rubber Out means to break the line at the intersection point and erase outside ofwhere the line was selected.

Break and Keep means to break the line at the intersection point and does not erase anything.

A.6 Geometric Constraints

Geometric constraints impose a relationship of one geometric entity in terms of a relativeorientation with respect to another.

Table A.2 shows the most commonly used geometric constraints.

Break and Rubber In Break and Rubber Out Break and Keep

Figure A.5 Quick Trim

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Table A.2 Geometrical Constraints

Constraint Before After

Horizontal

Vertical

Parallelism

Perpendicular

Concentricity

Tangency

Symmetry

Coincidence

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A.7 Dimensional Constraint

A dimensional constraint defines the exact measure of an entity in terms of itself or relative toanother element. Table A.3 shows the most commen dimensional constraints used. Theseconstraints allow you to quickly adjust a part dimension by double clicking on a constraintand manually changing its value.

Table A.3 Dimensional Constraints

Line Length Distance Between Parallel Lines

Arc Radius Angle

Line to Tangent Tangent to Tangent

Point to Point

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A.8 Constraint Colours

As you produce your sketch, different element colours represent various levels of constraintstatus. Table A.4 shows the meaning of each colour.

Table A.4 Constraint Colours

Colour Definition DescriptionWhite Under Constrained Element retains some degrees of freedom.Green Constrained The overall geometry is completely fixed.Purple Over Constrained Too many constraints on a given element.

Red Inconsistent The sketch can not be solved based on the existing constraints.

Brown Not Changed Geometry that is dependant on over defined or inconsistent elements and is not up to date.

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References

Bertoline, Gary & Wiebe, Eric, 2005, Fundamentals of Graphics Communication, New York:Mcgraw Hill

Catia: Introduction to Modeling, 2005, Mississauga Canada: ASCENT Centre for TechnicalKnowledge

Cozzens, Richard, 2004, Catia V5 Workbook, Cedar City Utah: Schroff DevelopmentCorporation

Dassault Systems, 2005, www.3ds.com,

Earle, James H, 2001, Engineering Desigh Graphics 10th ed, New Yersey: Prentice-Hall Inc.

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