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    Copyright DASSAULT SYSTEMES 2002 1

    CATIA Basics

    CATIA TrainingFoils

    Version 5 Release 8

    January 2002

    EDU-CAT-E-COM-FF-V5R8

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    Course Presentation

    0.5 day

    Targeted audienceNew CATIA V5 Users

    Prerequisites:

    None

    Objectives of the CourseIn this course you will learn basic manipulations and tools and get familiar

    with standard CATIA V5 interface and behaviours

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    Table of Contents

    1. CATIA User Interface

    2. Multi-document Support

    3. Workbench Concept

    4. Manipulating Objects with the Mouse

    5. The Specification Tree

    6. Moving Objects Using the Compass

    7. Manipulating and Viewing Objects

    8. Working with CATIA Documents

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    You wil l learn and p ract ice basic co ncepts of CATIA us er interface

    CATIA User Interface

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    Some Key features:

    Multi-document support

    Standard and specific menus & toolbars

    (File, Edit, Insert...)

    Standard manipulations (Copy-Paste, Drag

    & Drop, Edit in place...)

    Intuitive (Highlighting, copilot, cursor

    shapes...)

    Contextual menu (MB3)

    Specification Tree including alltechnological features, constraints,

    relationships ...

    Workbenches and associated toolbars ...

    What about CATIA User Interface ?

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    Menus

    Tree

    Icons to minimize, maximize,

    or close windows

    Toobars of active

    workbench

    ...

    You can easily change the layout of CATIA window by hiding or moving toolbars.

    You can have several documents open at the same time within the CATIA window.

    CATIA User Interface

    Double arrows mean

    there are more

    toolbars Drag the >>sign to move unseen

    toolbars

    Icon of active workbench

    Part DesignWindow of

    active

    document

    Tree scrollbar

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    Toolbars provide quick access to tools

    which are also available in menusUse the View menu

    to activate toolbars

    Drag separator to

    move the toolbaranywhere

    Menus and Toolbars

    Click [x] to

    close thetoolbar

    Right click (right mouse button) in the

    prompt zone to quickly access the

    toolbar list

    Toolbars that are checked

    are accessible. Others are

    hidden.

    Double arrows mean

    there are more

    toolbars. Drag the >>

    sign to move unseen

    toolbars

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    Multi-documents Support

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    Click to minimize (iconify)

    Click & drag any edge to

    resize a window

    Click to maximize

    (full screen)

    Click to restore initial size

    (when full screen or

    minimized)

    Active

    Document

    Click to closeCATIA window

    Manipulating Windows

    Use the Window menu to list

    & swap open windows

    Inactive

    Document

    One click on CATIA Document with MB1 to activate it

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    You w il l learn to access and cu stom ize the favori te wor kbenches

    Workbench Concept

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    The Workbench Concept

    Mechanical Workb enches

    Part DesignTo design parts

    SketcherTo sketch 2D profiles

    WireFrame & SurfaceToEnrich existing

    mechanical part design with wire frame features

    and basic surface feature

    Assembly DesignToEasily establishmechanical assembly constraints, automatically

    positions parts and checks assembly

    consistency

    Generative & Interactive DraftingTo

    Generate drawings from 3D part and assembly

    designs and make pure 2D drawings

    Sheetmetal DesignA very intuitive and

    productive environment to design sheet metal

    parts

    CATIA is org anized into s everal work benches. Each work bench is dedicated to a

    speci f ic work

    You will work in documents. There are different types

    of document depending on the workbench used....

    Your work is stored in docum ents

    Current workbench

    Documents

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    Accessing the Workbench (1/2)

    To access the Assembly

    Design Workbench,

    Start CATIA, then select the

    Start menu choosing

    Mechanical Designand

    Assembly Design

    Assembly DesignWorkbench icon

    You can access all standards Workbenches by the Start menu.

    Access a Workbench by :

    Selecting from the Start Menu or Selecting File / New :

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    Favorite Workbenches

    Favorite Workbench es are those that CATIA w il l disp lay

    for you at each beginning of session in the Welcome

    panel. Welcome panel is empty by default

    The welcome panel is also available by clicking on Workbench icon

    Welcome

    Panel

    Favorite

    Workbenches

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    You wil l learn the dif ferent ways to select, manipu late, and view o bjectswi th the Mouse

    Selecting Objects with the MouseMoving Objects Using the Mouse

    Manipulating Objects with the Mouse

    S O

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    You w il l learn how to select one or more elements using the mou se

    Selecting and Editing Objects with the Mouse

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    The Mouse Functions

    MB2

    MB3

    MB1

    MB means Mouse Button

    To manipulateobjects

    To display the

    contextual menu

    To select and

    edit objects

    Wh t b t S l ti Obj t ?

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    What about Selecting Objects ?

    You can either select an object (or several

    objects) geometry or its corresponding feature

    in the tree.

    Selecting the geometry will highlight the tree

    feature(s) and vice versa

    Simple Select ion :

    Mult i -select ion:

    Select ion of Geometry or Tree Feature :

    To select an object you press the left button of the

    mouse, also called mouse button 1 (MB1)

    A standard way: [Ctrl] key

    Trapping objects:

    +

    +

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    S l ti S l Obj t U i th [Ct l] K

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    1

    Press [Ctrl] key

    2

    Using the Control k ey is a standard Windows w ay to select several elements (mult i-selection)

    Keep [Ctrl] key pressed and select the

    desired objects (in the tree or in the

    geometry)

    To de-select elements click in the empty background

    Selecting Several Objects Using the [Ctrl] Key

    3 Release [Ctrl] key to endthe selection

    To de-select a single element, click on

    it while holding the [Ctrl] key

    Selecting Several Objects Using the Trap Tool

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    Trapping several objects to select them

    1

    Select the down arrow of the

    Select icon

    2

    Drag your cursor while

    pressing MB1 to trap the

    desired objects

    Result: Objects completely

    included in the trap are

    highlighted and selected

    To de-select elements, click in the empty background

    Selecting Several Objects Using the Trap Tool

    The cursor shape changes

    to a small hand

    3Release MB1

    Select the Selection trap icon4

    Intersecting Trap

    Selecting Trap

    Editing Parts

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    Edit ing a part may m ean for examp le modi fy ing the densi ty of the part or the

    part number (i ts proper t ies), but mo st of ten edi t ing consists in m odi fy ing the

    sketches or th e features compos ing the part. This operat ion can be done at

    any time.

    To edit a sketch , do uble-cl ick on it in the Specif icat ion Tree

    Editing Parts

    1

    To edit a feature through defini t ion dialog box es in order to redefine

    the parameters of your ch oice:

    Double-click the feature ( a circular pattern ) to be edited (in the

    specification tree or in the geometry area).

    The Circular Pattern

    Definition dialog box

    appears

    2 Modify Parameters

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    The Specification Tree

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    You wil l g et fam il iar w ith us ing the Specif icat ion Tree

    The Specification Tree

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    Hide and Show the Tree

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    Hide and Show the Tree

    Keyboard Shortcut to Hide the Specification Tree :

    F3key to hide/show the Tree

    To display Specification Tree, click again

    on F3 key

    Specification Tree

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    Drop the Compass onto a Component (3/3)

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    1 Click and drag the red square of thecompass

    2

    Drop the compass onto

    a component,

    3

    Select the Feature you

    wants to move4 Select one element of the

    Compass (axis,plane..)

    5 Result

    You can move specific features with the compass

    Moving One Component in an Assembly

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    To position the compass at its initial place, clik on empty background, on the XYZ axis

    system, or drag it and drop it onto its anchor point. If you do not see the compass, click on

    the View > Reset compass menu option (no element selected)

    Click and drag the redsquare of the compass,1

    2

    Green compass means the

    component can be moved

    Drop the compass onto

    a component,Move the component

    using the compass axes

    and planes

    3

    You can move and drag instances on the Assembly with the Compass

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    Selecting Objects

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    You w il l learn how to select one or more elements using the

    other too ls such as the search command

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    Selecting Objects Using the Search Command (2/2)

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    Click OK to confirm the operation5

    7

    Click Select to select the elements in the 3D

    viewer and OK to close the dialog box

    In the Search dialog box:

    Select the Favorites tab6

    7

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    Magnifier

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    If objects are overlaid or the visualization gets confused, you can use

    additional tools

    Magnif ier :

    The Magnifier allows you to select elements

    while keeping a general view of your

    geometry. It is activated using the View >

    Magnifiermenu option

    It opens a window zooming on the elementsseen through a rectangular trap

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    When to Hide Elements?

    To clarify visualization temporarily in 3D or in the Sketcher or to get

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    To clarify visualization temporarily, in 3D or in the Sketcher, or to get

    rid of construction elements but still keep them accessible

    Construction elements

    Sketcher elements

    Examples

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    You can redisplay construction and 3D elements previously hidden

    Redisplaying Elements

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    p y p y

    for visualization purposes

    1

    The background color changes (i.e. green)

    3Click the Hide/Show icon

    Select the element(s) to redisplay2

    4Click the Swap visible space icon to go

    back to visible space

    Result: the selected elements are visible

    Click the Swap visible space icon in the View

    toolbar to swap from visible to invisible space

    You can quickly redisplay an

    element by right clicking on the

    element in the tree (right mouse

    button) and selecting the

    Hide/Show option in the

    contextual menu

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    What are the Different Rendering Styles?

    You will use material for realistic and nice pictures, shading mode

    f l k d d f l ti

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    Shading (SHD) Wireframe (NHR)

    Hidden Lines Removal

    (HLR)

    Shading & edges

    for regular work, and edges for easy selection, ...

    You can customize the

    viewing mode according to

    your own needs by quicklyapplying viewing

    parameters, especially

    outlines and materials

    Standard Styles Custom ized Style

    Customized

    Shading with edges & hidden

    edges

    Applying Rendering Styles

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    Click on the white arrow close to the

    rendering style iconThen select the style you want to apply.

    It will be applied automatically to the

    geometry

    1

    2

    Wireframe (NHR)

    Dynamic Hidden Line Removal

    Shading (SHD)

    Shading with Edges

    Shading with edges & Hidden Edges

    Customized...

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    Applying Materials

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    You w il l learn how to apply, and modify a mater ia l

    to a part

    Material applied to a part andtoolbar

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    Materials Properties

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    Material Properties

    Applying materials affect the physical and

    mechanical properties of elements, for

    example density

    These data will be used for calculation purposes in

    CATIA.Generative Structural Analysis

    Note: Appropriate licenses are required to use the

    Analysis and Drafting tabs

    Material Phys ical Propert ies

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    Modifying the Customized View Style

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    1

    Activate the parameters

    you want to see in the

    customized view (materialto see materials)

    2

    Click OK to confirm the

    customized view style3

    Activate the Customized View icon to apply

    it to the visualization4

    Applying a Material First you need activate the Custom View style to obtain the visualization with the material

    The Custom View style must activate the Material option (View > Render Style > Customize View)

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    Select the PartBody to which

    you want to apply a material1

    Click on the Apply

    Material icon2

    Select the material you

    want to apply3

    Click on Apply Material for

    preview (You can try differentmaterial and click Apply Material

    to check)

    4

    Click on OK to confirm the

    choice

    5

    You can activate the Link To File

    option to keep a link with the

    original material. This will update

    automatically your the material in

    your document if a change occurs

    in the material library

    (a small arrow means the materialis linked)

    Quickly Applying Another Material

    The Material Parameter is always displayed in the specifications tree;

    its default value is set to None

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    2 The Edit parameter dialog box isdisplayed. None is default if no

    material is applied

    Double-click on the Material feature

    in the tree1

    Type the name of another material

    and click on OK to confirm3 Note that:

    You need activate the Custom View style to obtain

    the visualization with the material

    The Custom View style must activate the Material

    option (View > Render Style > Customize View)

    Modifying a Material Properties

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    Double click on the materialname in the tree

    (Or use MB3 menu >

    Properties)

    1To modify the appearance of

    the material icon in the tree

    To modify the color of the

    material and other

    parameters... The Drafting tab allows you to

    change the color and pattern of

    the material for Drafting

    purposes

    The Analysis tab allows you to

    check and modify the physical

    properties of the material

    3

    2 Modify the parameters

    Click OK to confirm the

    changes

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    What is about Graphic Properties ?Painter (1/2)

    The Graphic Properties Toolbar is a powerful tool to change easily graphic

    ti f t

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    Line Thickness & TypePoint Symbol

    Layer

    Fill Color & Transparency Painter

    The painter icon lets you apply graphics properties from one object to

    another.

    properties of components

    Change Graphic PropertiesPainter (1/2)

    1 Select elements with MB1 2Keeping the mouse cursor on the selected entities

    and with MB3, Select Properties option

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    You can select features on the History Tree and change theirs graphics

    properties

    2 With the Graphic PropertiesToolbar, select all desired

    graphic properties

    Painter Painter (2/2)

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    Result

    Select the Painter icon and then the reference element

    in order to obtain the same graphic properties.

    First, select elements you want to apply new

    graphic properties with MB1 + Ctrl1

    2

    3

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    When working in CATIA you create, modify and save geometry

    within documents. Documents are containers

    What about CATIA Documents ?

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    Assembly Design

    Part Design

    Sketcher

    WireFrame & Surface

    Generative &

    Interactive Drafting

    .CATProduct file extension

    Dif ferent Types o f Docum ents

    The type of the document depends on the

    workbench you will use to create and

    modify the geometry:

    Current workbench

    Current document

    (blue title bar)

    .CATPart file extension

    .CATDrawing file extension

    A Product Structure is a way to structure and organize your products logically. You

    can navigate within the structure and work on its different components

    Terminology

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    A Document is a file including data you will create and manage with the associated

    workbench (specific extension)

    A Workbench is a set of tools that allows you to create and manage your geometry

    Current (or active)

    workbench

    Current document

    blue title bar

    Workbench

    toolbars...

    Not activedocuments have a

    grey title bar

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    Opening V5 Documents

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    You w il l learn how to open new and exist ing

    docum ents and how to lay out document window s

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    File menu

    Opening New Documents

    1

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    Opening New documents

    Then you have to click the

    type of document you

    want to create

    2

    2

    and click OK

    3

    1

    Opening an Existing Document

    Select the File Open... Command in CATIA menuOr

    Click the Open icon

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    4

    Click the "Files of type" list to display

    the list of document types which you

    want to open

    2

    Check the Show Preview option to display a

    preview of the selected file (Available Only on

    Microsoft Windows NT workstations)

    p

    5Click Open to visualize in the

    viewer your Selected document

    The list of document types you can open

    depends on the configurations/products installedand for which you have a license.

    In the File Selection box: Select the file

    location

    3

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    There are different ways to save changes made

    in a document. You can also save an existing

    Saving a Document with the Same Name

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    in a document. You can also save an existing

    document to create a new one

    Shortcuts

    Press [Ctrl] and [s]

    keys simultaneously

    The document is saved

    in the same directory

    with the same name

    Saving an existing

    document

    This procedure creates a new document

    Saving a Document with a New Name

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    Saving a document for

    the first time

    Saving a document to

    create a new one

    2. Give a name to the new document to create

    (Creates a copy)

    1. Browse the file and select the directory

    where to store the document

    Here, the document is stored in the same folder with a new name.

    It is a CATPart type document (Part Design workbench)

    3. Click Save button to confirm

    Closing a Document

    Click on File > Close...

    or on the Close icon

    1

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    If changes have been made but not

    saved, a pop-up window asks you if

    you want to save changes

    Click on Yes, to save the changes,

    Click on No to close the document without saving the changes,

    Click on Cancel to keep the document open.

    ... or on the Close icon

    of the document

    window

    3

    2

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