Edu Cat en Kwf Ff v5r17 Knowledge Fundamentals Student Guide

7/29/2019 Edu Cat en Kwf Ff v5r17 Knowledge Fundamentals Student Guide

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CATIA Knowledge Fundamentals

Copyright DASSAULT SYSTEMES

Co

pyrightDASSAULTSYSTEMES

CATIA KnowledgeFundamentals

CATIA TrainingFoils

Version 5 Release 17September 2006

EDU-CAT-EN-KWF-FF-V5R17


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CATIA Knowledge FundamentalsObjectives of the courseUpon Completion of this course you will be able to:

- Create and use parametric parts and assemblies without help. You will also have anidea about how collaborative work affects your knowledge features.

- Become familiar with the Knowledgeware working environment, how it can be

accessed, the terminology that will be used and the Settings.

- Become familiar with the basic Knowledgeware Concepts such as Parameters,Formulas and Design Tables.

- Share parameters between documents and how to reuse relations developed by other

people.

Targeted audienceCATIA V5 Users

PrerequisitesCATIA V5 Part Design and CATIA V5 Assembly Design

1 day


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Table of Contents (1/2)

Introduction to Knowledge Tools 5

What is CATIA Knowledgeware? 6

Accessing Knowledge Tools 7

Terminology 8

Knowledge Settings 9Common Knowledge Tools 13

Introduction 14

Creating and Using Parameters 15

Creating and Using Formulas 25

Creating and Using Design Table 35

Creating and Using Powercopies 47

Common Knowledge Tools Recommendations 68

To Sum Up 72

Collaborative Work and Knowledge 73

Introduction 74

Managing External Parameters 75

Importing Existing Rules 89

Importing Existing Checks 95


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Table of Contents (2/2)

Using Rule Bases 103

To Sum Up 121


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Knowledge fundamental concepts Accessing the tools

Terminology

Knowledge Settings

Introduction to Common Knowledge ToolsYou will become familiar with the general Knowledge concepts :


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What is CATIA V5 Knowledgeware ?

CATIA V5 Knowledgeware is a set of tools intended to assist engineering decisions. Itautomates design and detects predefined design errors for maximum productivity.

Knowledgeware enables users to:

Automate product definition and create generic models in order to increase productivity.

Capture corporate engineering knowledge and easily share know-how among all users.

Ensure compliance with corporate standard.

Guide and assist users through their design tasks.

Allow early attention to final design specifications preventing costly redesigns.

These four different wheels havebeen generated from the same

CATIA file, in a very simple way.


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Accessing Common Knowledge Tools

From the Knowledgetoolbar:

From Tools -> Formula

1

2

Access to the Formula Dialog Box


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Terminology

A Relation is a genericname for knowledgefeatures : Formulas,Design Tables ... A Formula defines how aparameter is to becalculated with respect toother parameters of thedocument

Example:Length_of_Circle = 2 * Pi *Radius_of_Circle.

A Parameter is a property of a CATIA documentdefined as a feature. It has a value and can beconstrained by a Relation.

A Design Table is a MS Excel or text table constraining a set of parameters. Eachcolumn of the table defines possible values of a concrete parameter (its name isassociated to the name of the column). Each row of the table defines a possibleConfiguration of this set of parameters.

A Configuration is a set of coherent values of a set of parameters.

User Parameter


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CopyrightDASSAULTSYSTEMES

Customizing the Specification Tree

1) Displaying the parameters in the tree defined in the part document

2) Displaying the relations in the tree defined in the part document

Knowledge Settings (1/4)

1

2


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2

1

Customizing the Specification Tree

1) Displaying the parameters in the tree defined in the product document

2) Displaying the relations in the tree defined in the product document



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Select the corresponding option if you want

1) the value of the parameter to appear in the tree:

2) the formula driving the parameter to appear in the tree:

3) to surround the parameters names by the Symbol name:4) to synchronize Design Tables select required option


1

2

3

4


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Select the corresponding option if you want

1) to load extended language libraries

2) the system to load all available libraries

3) to select individual packages to be loaded


2

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3


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opyrightDASSAULTSYSTEMES

What are Parameters? (2/2)

Length Type

User Parameters defined

on a CATProduct

Parameters definedon a CATPart

String Type

Parameters in a Product

Real Type


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Creating User Parameters (2/2)

4The new parameter appears atthe end of the parameters listwith default name (here Real.1)

and default value 0.

5You can rename the parameterby typing a new name in theEdit name field; and attribute ita value by filling the Edit valuefield.

6Click on the OK button to validate the creation of theparameter and to close the Formulas panel.

The new user parameter is added to the specification tree.


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Click Applyto confirmthe creation of the newparameter

The new parameter witha default name(Length.1) appears at theend of the parameter list.

Creating a User Parameter with Single Value

Click on the Formulaicon;the Formulas panel has

been opened

Choose the Single Valueoption

5

2

1

2

Choose the type Lengthinthe list of possible types

3

Click on the New Parameterof typebutton

4

3

45

Type of parameter


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1

2

Change the Parameters value and Click

OKto confirm

Editing a User Parameter (1/2)

Double-Click a Parameter in theSpecification Tree

Check the Parameter

definition and edit it

3


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Formulas also allow you to calculate components properties, thanks to predefinedfunctions. For example, a formula can calculate a parts wet area:

Some of these functions also allow you to drive parametrical geometry:

Why Use Formulas? (2/2)

CATIA K l d F d t l


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Double-click on theparameter in the list or click

on Add Formula button

Creating a Formula (1/2)

1

You can create formulas with dimensions or user parameters.

You can access the Formula Editor through different means:

- In the specification tree double-click on the parameter or on the dimension you want to add a

formula to. Right-click in the Value field and select Edit formula in the contextual menu.

or

- Click on the f(x) icon ; in the Formulas

panel, use the filter to select theparameter you want to edit. Either

double-click on this parameter or clickon the Add Formula button.

OR


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Editing a Formula

Open the Relationsnode inthe Specification Tree

3 Check the formula definition in theformulas Editor dialog box

1

Double-click on the formulaor

Right-click the formula selected:

Formula Object->Definitioncommand from the contextualmenu

Select the formula to be edited2

If needed, use this icon to erasethe statement field:



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Creating and Using Design TablesYou will learn how to create and manage Design Tables


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Creating a Design Table (2/2)

The Design Table featureappears in the specification

tree within the Relations node

6

The Design Table dialogue box hasappeared. The Design Table contains

only one configuration: the current one.If you want to add more configurations,click on the Edit table button.Click OK to confirm the Table creation.

5



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Creating a Design Table with an Existing File (1/2)

Load the part and select the Design Table icon.Select the option Create a design table from pre-existing file

1

3

Click yes if you want an automatic associationbetween columns of the external file andparameters of the CATIA document

You can also create a design table from an already existing file.

4

Specify the external file containing data of your

design table. Click the Open button

2Create a excel file with following configurations.Save it as Table_Washer on your local directory



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Creating a Design Table with an Existing File (2/2)

Automatic association occurs betweenparameters and column having exactlythe same spelling (watch out for blankspaces and capital letters)

In the external file, make sure to specify theunits of the values in the top case of thecolumn. If this is not done CATIA considersthey follow the international system (meters for

length etc)

When using an existing file, you have to manage the associations between columns

and parameters. Here are a few pieces of advice to have them automatically made.

If the external file is a text file, make sure youhave only one tab space between the titles andbetween the values

Same spelling:association OK

A Capital letter hasbeen forgotten:auto association

not done

2

3

1



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Double click on the Design Table object in thespecification tree to open the Design Table panel

1

2Click on Edit table Buttonto open the corresponding

Excel file Under Windows

Editing a Design Table (1/2)



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3

Editing a Design Table (2/2)

In the Excel table, you can: change the parameters values add new configurations by adding new rows delete existing configurations add a new column if you want to link another

Catia parameter to the design table. In thiscase, you will have to associate the newparameter to the new column

5A information panel is displayed. It informs youthat the Design Table has been updated inaccordance with the file.Click on Close.

Click Apply into the CATIA Design table dialogbox, the document is updated automatically.6

Save the Excel file and close the application4



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Managing Design Table Associations (1/2)

Select Associations tab in the DesignTable dialog box

1 2

The associations between driven parameters of a Design Table and drivingparameters of an external file can be changed if they are not correctly linked or used

Double-click on the Design Table object in thespecification tree to open the table panel

This column isnot associated

Thoseassociationsare notcorrectlyconnected



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Managing Design Table Associations(2/2)

Here are the tools to manage the associations3

Filters to sortout parameters

displayed in thefield below

Parameters of thedocument thatare not drivenand obey therequest of thefilters above

List ofassociations

already done

List of columnsof the externaldocument thathave not beenassociated yet

Click on this button toassociate the parameter andthe column that are selectedin the fields above

Click on this button toundo the association

that is selected in thefield above

Click on this button to create userparameters having the same name ascolumns that are not yet associated, theassociation is automatic

Click on this button to renameassociated parameters with thenames of their associated columns

Use the arrowbuttons toreorder theselectedassociation



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1Open the Relations node in the specification treeand Double-click on the Design Table element.

The Design Table panelopens. Here row isselected.Select another one bydouble-clicking on it.

2

Click OKto confirm.

Using a Design Table

3


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PowerCopy PresentationIn this lesson, you will have an overview of Power Copy and the ways it can beused.

Power Copy definition

Power Copy instantiation



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What is a PowerCopy?

PowerCopy tools are available in the Insert menu (Advanced Replication Tools) of thoseworkbenches:

Part design,

Wireframe and Surface,

SheetMetal Design

PowerCopy is a set of design features grouped together in order to be reproduced. It is a

kind of advanced copying tool.

While defining it, you can specify the inputs that the user should provide.

During instantiation, you can customize it and insert it in the design of any part.



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Example of PowerCopy (1/3)

In this example, we want to create a PowerCopy which will require only a

single Line and Plane as an input and create a Drafted Rib from it.

These are the inputs that the user will specify during the instantiation of the PowerCopy.



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Example of Power Copy (2/3)

During the instantiation of the PowerCopy, the user hasto select inputs with respect to the destination part.



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Example of Power Copy (2/3)

In this case, these are the geometries that the PowerCopy feature creates automatically.

Creation of rectangular sketch from the

selected rib line.

Extrusion of this sketch up to the selectedLimiting Surface

Application of Draft to the extruded faces.

Thus, in this example you have seen how a power copy feature can create a Drafted Ribfrom a single Line as input.



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Creating a PowerCopyYou will learn to create a PowerCopy.



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Setting Icon andpreview properties

PublishingParameters

Identifying andnaming inputs

SettingDefinition

Making the Part readyfor the creation of thePowercopy

Creation of Powercopy consists of the following steps:

Process for PowerCopy Creation

0 1 432


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After renaming the geometric inputs, you can publish parameters. Duringinstantiation, the user can specify values for these published parameters.

How to Create a PowerCopy (3/4)

3a Select parameters tab

To publish the parameters,

3b Select parameter

3c Check the Publishedoption

3d

If necessary, rename the

parameter

Note that it will be easier for you to recognize them if you have alreadyrenamed parameters with knowledgeware tools. [ f(x) ]

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Once parameters are published, you can select the icon for your PowerCopy andmake a screen grab to create a preview of your powercopy for catalogs.

How to Create a PowerCopy (4/4)

4a Select Properties tab

4b Select any icon from the available list.

4c Prepare the CATPart window for thescreen grab

Click on Grab screen to make ascreen grab and click OK to validate.

4d

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

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Saving a PowerCopyYou will learn to save the PowerCopy in a catalog.

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S i P C


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If you dont save the CATPart containing your PowerCopy, you wont be able toinstantiate the PowerCopy.

Saving a PowerCopy

You can save the PowerCopy in a new catalog and also in an existing catalog.

You can also update a catalog which makes reference to the PowerCopies of your CATPart

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H t S P C i C t l


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0

How to Save a PowerCopy in a Catalog

Save the CATPart containing your PowerCopy.

1 From the menu, select Insert > Knowledge Templates > Save in Catalog

2a Select the Create a new catalog option and click the browse button (. . .) to define the path for new catalog.

2b Select the correct path, type new name of the catalog and click Save. (The OK button of the Catalog save

dialog box will now be active)

2a 2b

2c Now click OK to the Catalog save dialog box.

2c

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P C I i i


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PowerCopy Instantiation

You will learn to instantiate a PowerCopy differently at different places byvarying geometric inputs and parameters while instantiating.

Power Copy instantiation

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How to Instantiate a PowerCopy (1/4)


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0

First step of the PowerCopy instantiation is accessing the PowerCopy.

You can access it:a) From the CATPart file containing it.b) From a catalog having its reference.c) By using a VB macro (described in the V5R15 documentation)

1


From the menu, select:

Insert > Instantiate From Document

2 Select the CATPart file which containsyour PowerCopy.

1 Click on Catalog browser andbrowse for the catalog.

2 After opening the catalog, double-click onPowerCopy, then on 3 inputs and finally onDrafted_Rib to open the instantiation dialog.

OR

OR

Before proceeding, please save all the CATIA documents that are attached to this screen to a local folder.

Open the CATPart in which you want to instantiate the PowerCopy.

2x 2x 2x

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Second step of the instantiation is selecting the geometric inputs of the PowerCopy.

3a


Select the geometric inputs of the PowerCopy as shown. For this example select theLimiting Surface and Rib_Curve_Plane as shown.

Now the first two inputs remain the same for all the three green

Rib_Curves. So in this case you can use the Repeat option.

3bSelect the Repeat option, select any one of the three green lines and click OK. Repeatthe same process for any one of the remaining two green rib lines.


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The result of the PowerCopy instantiation is inserted after the in work object.


The result of PowerCopy instantiation is a set of editable features. Theyare not linked to the original features of the PowerCopy CATPart.

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To Sum Up ...


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To Sum Up ...

What is a Powercopy.

Powercopy is a set of design features grouped together to be reproduced. It is anadvanced copy tool. Powercopy tools are available in Insert menu in Part design,Wireframe and surface, sheet metal design workbenches.

You have learned:

How to create a powercopy.

During creation you have to set definition, identify and name inputs, publishparameters, choose icon and preview.

How to save a powercopy.

Saving of powercopy is necessary. If not saved, powercopy can never be instantiated.This can be done through Insert menu > Advanced replication tools > save in catalog.

How to instantiate a powercopy.

For instantiation you have to first select powercopy which has been previously created.This can be done through two ways. First way is through catalog and second way isfrom Insert menu > Instantiate from document.

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Recommendations


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Recommendations

You will get some pieces of advice on selecting and filtering parameters.

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Filtering Parameters (1/2)


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The Formulas panel as well as many Editor panels in which you may useparameters allow you to filter parameters in order to ease their selection.

g ( )

1When the selection panel is opened, first select your selection

mode: incremental or not.

Then select in the specifications tree the feature that containsthe parameters that you want to use.2

Without the incremental mode checked,ALL the parameters of the Groove ANDALL those of its definition sketch are

displayed.

With the incremental mode checked, theparameters of the Groove and ONLY thedimension parameters of its definitionsketch are displayed.

lots of parameters are displayed: activities, modes, etc.

fewer parameters are displayed: only 7 where found forGroove.3

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Filtering Parameters (2/2)


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g ( )

If you still have too many parameters listed, you can use filters: you usually have thepossibility to filter the parameters by types and by name.3

Types available in the Filter Type list are the

types of the parameters found in the currentselection.

you can make a query per name

or per type:

select a type in the list above

or

You should now be able to select a parameter easily.4

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Selecting Parameters


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When creating parametric models you often have to select a parameter to use it in astatement, in a design table, or simply to edit it. Here are different ways of selection.

If you are using the Parameters Dictionary, you can either double-click onit in the list or click once on it in the 3D.

If the parameter is displayed in the 3D (assembly constraint for instance)

you can also click on it in the 3D.

If the parameter is displayed in the specification tree simply click on it.

If you know the exact name of the parameter you can also type it

x2

A

B

C

D

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To Sum Up ...


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You have learned how to use CATIA V5 Standard Knowledge Tools:

How to easily drive geometry using user parameters

How to link parameters value using formulas

How to predefine different configurations for a part using a Design Table

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Collaborative Work and Knowledge


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g

In this lesson, you will learn how to share parameters between documents andhow to reuse relations developed by other people.

Introduction

Managing External ParametersImporting Existing Rules

Importing Existing Checks

Using Rule Bases

To Sum Up

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Introduction to Collaborative Work and Knowledge


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Check

Rules

Reaction

Externalpublished

parameters

RuleBase

Collaborative Work allows you to reuse advancedKnowledge objects created by other users, bystoring them in catalogs.

Thanks to Collaborative Work, you can insert inyour models:

Checks, that are features that inform you if yourmodel responds to predefined criteria.

Rules, that allow you to define advanced relations

between your parameters, generally relations basedon conditional statements.

Reactions, that are features that react to events on adefined object, generally updates.

Rule Bases, containing Expert Checks and ExpertRules.

In this lesson, you will also learn how to publishand import parameters and how to use parameterswhen designing in context.

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Managing External Parameters


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Managing External ParametersYou will get familiar with the use of external parameters, how they are createdand what are the benefits in using them

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What is an External Parameter?


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CopyrightDASSAULTSYSTEMES These two External

Parameters are linked to

their fathers in Wheel_Rim

External Parameters are linked copies of parameters drivenin an external document.

It is possible to create them provided that the Keep Linkwith selected object in the Tools / Option menu is activated.

They can be created:

automatically by referring to another parts parameter

in a relation,

manually by using the Copy/ Paste Special As Result

With Link command.

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Why Use External Parameters?


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In this example, the hub needs to adapt to the rims holes. External parameters have been created inorder to link the number of holes and the bolt pattern diameter.

To reuse a parameter that drives a Part in another Part, in order to link their geometry.

To be sure that the design of the two linked parts is consistent.

To avoid manual updates of all the parameters that must have the same value indifferent parts.

Here the Number_of_Bolt_Holes parameterhas been copied with link fromWheel_Rim.CATPart to Wheel_Hub.CATPart

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Referring to External Parameters in Formulas (1/3)


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In a Formula, you can use parameters defined in external documents.This is possible between any types of document.

2

In the specification tree, double-

click on the user parameter

Axle_Diameter in order to edit it.

1

In the contextual menu of theparameters value, select the

Edit formulaoption.The Formula Editor panel isdisplayed.1

2


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Referring to External Parameters in Formulas (3/3)


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An external parameter has been created, Provided the following option was activated

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Why Publish Parameters?


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The rim is replaced by a bigger one, the

parameters of which are published under

the same names than the first rim.The rim is replaced by a bigger one,the parameters of which are notpublished.

The numberof holes of

the hub andthe diameter

of the patternautomatically

adapt to thenew rim.

The externalparameters of

the hub are stilllinked to thefirst rim. Theyare not

updated.

In this example, the hub is linked to the rim:the hub reuses the number of holes and

the pattern diameter of the rim.Lets see the difference of behavior of thehub when replacing the rim, with itsparameters published or not.

Publication of parameters is useful when replacing in an assembly a component whichcontains parameters that drive other components external parameters.

If the exported parameters are published and if the parameters of the replacing component arepublished under the same name, they will inherit the control of the exported parameters.

Otherwise the parameters of the replaced component will keep the control.

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Publishing a Parameter (1/3)


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Activate the part containing theparameter you want to publish.

1

3a

The Publication command is available in Assembly Design and in Part Design.It publishes geometry and parameters as well.

Select Publication in the Tools menu:2

If the parameter you want to publish is auser parameter, click on its icon in thetree.

2x

The user parameter now appearsin the list of published elementsof the Publication dialog box.

4a

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Select the parameter:- directly in the dialog box- or by the intermediate ofthe geometry

4b

3bIf the parameter you want to publish is anintrinsic parameter, click on the Parameterbutton of the dialog box.

Click on OK to validate the selection.5b

The intrinsic parameter appears in the list of published parameters:6b

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Published Parameters appear in the list with a default publication name.7

8

9

10

Your newly publishedparameters appearunder the publicationsnode of the active part

To modify thepublicationname, first selectthe publication.

Then select thename field.

Edit the nameand validate withEnter.

Validate thepublication byclicking on OK.

11 12

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Using Published Parameters (1/3)


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Be activated on Guided_Part level and open the formula editor panelof Cylinder_InnerDiameter parameter.1

2

3b

Published parameters are called when editing formulas.

3a

External Parameterslinked to publishedparameters appear with agreen Capital P on theiricon in the tree

The edited part hasbecome contextual

In this example, we are going to make equal the inner cylinder diameter to the head diameter.

Edit the formula by selecting the Head_Radius parameter: under the Publications node of Guiding_Part in the External Parameters of Guided_Part, provided that it has

previously been copied with link. The copy with link is alreadymade if you have used this external parameter before, or if youhave intentionally copied/pasted it Special as result with link.

2

1

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The setting preventing theuse of non publishedgeometry also works with

parameters

1

2

When this option Restrict External selection is activated, and when you select an unpublished parameter in an

external document, no external parameter is created and no link is kept: only the value of the parameter will betaken (as if the option Keep link was deactivated).

In this case, the depth parameter of GuidingPart was notpublished and only its value (52mm) has been taken to editthis formula. Neither link nor external parameter are created.

Some CATIA options can prevent the user from creating external parameters fromunpublished parameters.

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Wh i bli h d t h t tt ti t th t t bl


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When using published parameters you have to pay attention to the context assembly.

An external parameter which is created

when the root product is not the contextproduct will never be considered asconnected to a published parameter.

The first time you use an external reference ora published external parameter, not only youcreate links to external information, but youalso define a context link from the editedpart to the root assembly (by default). Thecontext link is unique and the product it isconnected to is called the context assembly.

If the root product is not anymore the context product ofGuided_Part, its icon indicates it is out of context.

In this new context, try to create, in Guided_Part, a new formulareferring to another published parameter of Guiding_Part.

1

Knowledge link

Context link

2

3

4

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Isolating an External Parameter

Wh i l t t l t d t it j t b k th


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When you isolate an external parameter, you do not suppress it, you just break thelink with the parameter from which it is copied. It becomes a simple user parameter.

Open the contextual menu of the external parameter youwant to isolate, and select the Isolatecommand.

1

The isolated parameter is no longerlinked to an external file. It nowappears under the Parameters node,like any other user parameter.

2

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Importing Existing RulesY ill t f ili ith b i t l i d t l


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You will get familiar with browsing catalogs in order to reuse rules

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What is a Rule?

A rule is a set of instructions generally based on conditional statements whereby thel ti hi b t t i t ll d


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In this example, the rule calculates the volume of the PartBody and sets theMaterial parameter in consequence with the result:

Here we have changed the wheels size by changing the configuration of the design table: the volume of the wheelhas changed and its material has been updated automatically.

if smartVolume(PartBody)< Limit_Volume

{

Material="Steel"}

if the volume of the PartBody isstrictly inferior to a limit value,

(here equals to 3000cm3)the Material is set to Steel

otherwise it is set it to ChromaelseMaterial="Chroma"

Unlike the parameter and formula edition which are available to all CATIA users, the rulecreation and edition require the Knowledge Advisor Product.

A rule is a set of instructions, generally based on conditional statements, whereby therelationship between parameters is controlled.

A rule appears in the Relations node of the current document:

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Why Reuse Rules ?

You may need to reuse rules for several reasons:


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The rule on Material that we have

previously used on a rim can bereused on another model, a hub forinstance.

Here the hub contains

no rule on Material.

The rule has been imported, and hasautomatically updated the Material parameter.

Now the dimensions of the hub have changedand its volume has increased: the Materialparameter has been update in consequence.

You may need to reuse rules for several reasons:To avoid creating and editing several times the same rule

To share rules between several users

To import someone elses knowledge

You can import an existing rule from an external document through the catalog browserand adapt it to parameters of your document.

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Importing Data from Catalogs (1/3)

In Mechanical Design 2 (MD2) product existing relations such as Rules Checks and


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Open the document in which you want toinsert the relation.

The Catalog Browser dialog box has opened.Select the Catalog document containing thefeature you want to import.

1

2

3

Click on the Catalog browser icon.

In Mechanical Design 2 (MD2) product, existing relations such as Rules, Checks andReactions can be reused in a document, provided that they are stored in a Catalog.Use Catalog Browser tool to import them into a part as a feature component.

Then select the Relation by double-clicking on its name.

4

5

Select the family containing the feature by double-clicking on it.

Click

Click

Click

Click

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Importing Data from Catalog (2/3)


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6 The Insert Object dialog box appears:

Script of the relation

List of inputs to complete

Type here the name for therelation you wish to see in thespecification tree.

Name of the relation

Use this button toconnect automaticallyparameters that have

the same name

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In the Insert Object dialog box, complete



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8 Click on OK to import the relation

In the Insert Object dialog box, completethe relation by selecting the parametersyou want to involve in it:

7

Then fill the remaining fields by selectingthe inputs in the specification tree

7b

First select the Use identical namecommand to fill automatically the inputs

7a

7a

7b

8

The relation is imported in theRelations nodeand has taken effect

9

Student Notes:


Importing Existing ChecksYou will become familiar with browsing catalogs in order to reuse Checks.


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You will become familiar with browsing catalogs in order to reuse Checks.

Student Notes:


What is a Check?

A Check is a set of statements intended to provide the user with a clue as certain


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Check status is OK.Check status is not OK.

Information message

Warning message

Unlike the parameter and formula edition which are available to all CATIA users, the checkscreation and edition require the Knowledge Advisor Product.

There are three types of checks:

Silent the status of the check is only indicated by the

features icon.Information - the status of the check is indicated by the icon

and an Information message occurs when the check is wrong.

Warning - the status of the check is indicated by the icon anda Warning message occurs when the check is wrong.

conditions are fulfilled or not.

A check does not modify the document it is applied to and just gives a design indication.

A check usually appears in the Relations node of the specification tree with a traffic lights

icon, getting red or green according to the checks status.

Student Notes:


Why use Checks?

To check that a parameter or a component property responds to a technical limitation or toh d l f diti


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a schedule of conditions.

To ensure compliance with the corporate design rules.

To avoid update errors that are foreseeable. The check sends a warning message when

editing the feature, so that the unsuitable value can be changed before update.

For instance, this check verifies that this mechanical part respects a maximum mass:

The designer editsthe geometry of

the part.

The mass of the parthas grown.A message informs thedesigner that it doesntrespond anymore to the

part specification.

Student Notes:


You may need to import existing checks for several reasons:

Why reuse Checks ?


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To avoid creating and editing several times the same check.

To share checks between several users.

To import corporate knowledge implemented by someone else.

As for rules, you can import an existing check from an external document through thecatalog browser and adapt it to parameters of your document.

For instance, the check on mass limitation can be reused in other cases, just by changing the inputs:

Same reused check

Student Notes:


Importing Data from Catalogs (1/3)

In Mechanical Design 2 (MD2) product, existing relations such as Rules, Checks andReactions can be reused in a document provided that they are stored in a Catalog


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Open the document in which you want toinsert the relation.

The Catalog Browser dialog box has opened.Select the Catalog document containing the

feature you want to import.

1

2

3

Click on the Catalog browser icon.

Reactions can be reused in a document, provided that they are stored in a Catalog.Use Catalog Browser tool to import them into a part as a feature component.

Then select the Relation by double-clicking on its name.

4

5

Select the family containing the feature by double-clicking on it.

Click

Click

Click

Click

Student Notes:





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Script of the relation

List of inputs to complete

Type here the name for therelation you wish to see in thespecification tree.

Name of the relation

Use this button toconnect automaticallyparameters that have

the same name

Student Notes:


In the Insert Object dialog box, completethe relation by selecting the parameters7



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8 Click on OK to import the relation

the relation by selecting the parametersyou want to involve in it:

7

Then fill the remaining fields by selectingthe inputs in the specification tree

7b

First select the Use identical namecommand to fill automatically the inputs

7a

7a

7b

8

The relation is imported in theRelations nodeand has taken effect

9

Student Notes:


Analysing Checks

The Global Analysis Tool is designed to manage Knowledge Expert and KnowledgeAdvisor Checks wherever they may be located in the specification tree. It helps to


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understand the validation status of the designs and allows navigation by checks orviolations and highlights failed components.

In the Knowledge toolbar, the Check analysis toolbox icon light indicates the activedocument Checks status:

The Check modedisplays only theCheck features

that failed whenupdating the checkreport.

Double click on an item to displaythe check and the items associated.

Click here to generatethe customizable report.

Click here to display orassociate an URL.

Click here to solve thechecks created.

Click here to launch

correction (onlyavailable for KnowledgeExpert Checks).

Click on the icon in the toolbar to accede to the Check analysis window:

All the checks are updated and could be fired successfully

All the checks are updated and at least one of them is incorrect

The checks need to be updated

The Failure modedisplays all theitems that failedwhen updating thecheck report.

Student Notes:


Using Rule BasesYou will become familiar with the use of Rule Bases: you will learn how toimport them from catalogs and how to analyze their results


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import them from catalogs and how to analyze their results.

Student Notes:


What is a Rule Base?

A Rule base is a Knowledgeware feature that contains Expert Rules and Expert Checks (seedefinitions below).


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A Rule base contains Rule sets. There

can be only one rule base perdocument (CATPart or CATProduct).

An Expert Check verifies for any feature

of a given type the satisfaction of aspecified condition. An Expert Checkcan be valid (green light) or invalid (redlight). An Expert Check can have acorrection action associated.

An Expert Rule can also verify a

specified condition for any feature of agiven type. If this condition is satisfied,it applies a predefined action on thefeature.

Only the Expert Knowledge product allows you to create and edit Rule Bases. But withMechanical Design 2 product, you can import and use existing ones in the documents you areediting.

A Rule Set includes Expert Rules and/orExpert Checks. There can be severalrule sets in a single Rule Base.

Student Notes:


Why Use a Rule Bases ?

Expert Checks and Expert Rules can be used to prevent designers from not applying aprojects design specifications.


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Yellow tube: the designermade a shell without

respecting the designspecifications. There is nowarning hence no correction.

Blue tube: the designermade a shell withoutrespecting the design

specifications but anexpert check signals it.

Green tube: the designermade a shell withoutrespecting the designspecifications but an

expert rule automaticallycorrected it.

In these examples, one specification is to make shells with aninside thickness of 5mm and an outside thickness of 0mm:

Student Notes:


Instantiating a Rule Base from a Catalog (1/4)

1 Note that there is no RuleBase in the receiving document

Open the document in which you want toinsert the Rule Base.


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Open the catalog referencing the rule baseusing the catalog browser.

Select the way you want to reuse the RuleBase:

2

3Reach in the browser the Rule Base youwant to instantiate and double click on it.

Base in the receiving document

4

- Use Only will just run the rule base onyour document without importing it andcreate a report in a directory of yourchoice

- Import with link will import a linked copyof the rule base in your document

- Import will make a simple (unlinked) copyof the Rule Base in your document

x2

Student Notes:



The receiving document already contains a Rule Base linked to anCASE A

If your document already contains a Rule Base, there are different cases.


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CopyrightDASSAULTSYSTEME

S

The receiving document already contains a Rule Base linked to anexternal document. You will not be able to add Rule Sets from theinstantiated Rule Base. The only possible option is Use Only.

1

Here only the Use Only option isavailable because a linked RuleBase already exists in yourdestination document

3

CASE A

2

x2

Student Notes:



CASE B The receiving document already contains a Rule Base. Rule Setshave similar names. In order to add Rule Sets from the instantiatedR l B ill h l h i fli


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S

When instantiating several RuleBases take care of not havingidentical names of Rule Sets.

Click on Yes to replace the Rule Set.

2

3

4

Rule Base you will have to solve the naming conflict.

1

x2

Student Notes:



CASE C Your receiving document already contains a Rule Base. You willbe able to add Rule Sets from the instantiated Rule Base

id d th t th R l S t d t h id ti l


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S

1

2

provided that the Rule Sets do not have identical names.

3

Here we have re-used a RuleBase containing Rule Setshaving different names than theones already existing, so theyhave been added in the Rule

Base of the document.

Student Notes:


Solving a Rule Base (1/3)

When you solve a Rule Base, you run all the expert rules contained in it and makeCATIA verify that the expert checks are respected in the whole document.


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S

In the Rule base contextual menu selectManual Complete Solve

1

2

Checks that are not respected andRules Set containing them have ared traffic light icon.

2a

Student Notes:



2b

While solving the Rule base, Expert

Rules have run and transformedfeature attributes (shell thicknessin this case) in according to what is


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S

defined in its script.

Student Notes:



To run a rule base on a heavy part with many features, it can be quicker to run themanual optimized solve option that will run only on features that changed sincethe last solve operation.


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S

The manual optimized solve operation can work onlyif a complete solve has already run once and if theRule Base setting has been set to Manual Solve

the last solve operation.

Automatic options willmake the solve run eachtime the update of thecurrent workbench runs


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Student Notes:


Using the Check Analysis (2/2)

Select the Limit field4


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S

This button allows you to launchmacros included in the expert checksand supposed to make the expertchecks respected by modifyingfeatures attributes

5

The selected feature is displayed andalso highlighted in geometry

Be careful :when you launch the correction,you launch all macros of all expert

checks of the document

This button allows youto have a look at anHTMLor XML reportconcerning the expertchecks

Student Notes:


Generating a Rule Base Report (1/3)

Once the rule base solved, it is possible to view reports in order to have a detailedresult of the expert checks verification.


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S

The first way is to select report command incontextual menu of the rule base

AThe type and location of the report

file(s) depend on the settings of the rulebase

When generating an HTML report, it is best

to have the HTML browser already openbefore the generation.When generating a File, a CATIA browserwill display it and allow you to save it as a.txt file.

Student Notes:



The Second way is to click on the report icon in the Checkanalysis dialog box, but again it is better to have the HTMLbrowser already open before the report generation.

B


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The file type and its location depends on CATIA settings defined in Tools->Options

Student Notes:



When consulting an html report do not hesitate to click on the underlined infoto consult more accurate sub reports


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Student Notes:


Customizing a Rule Base Report (1/3)

There are two ways to customize reports and their related settings.

Method 1 Contextual menu


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Location of the report

Use the Report option in therule bases contextual menuto generate it

Customize thesettings:

1

2

Select the Settingscommand in the Rule

Bases contextual menu

Type of generated

report

Length of the report ifit is a text report

Kind of information

displayed in the report

Format of the report

Method 1 Contextual menu

3

Student Notes:


Customizing Rule Base Reports (2/3)

Select Tools/Options1 Click on Parameters2Click on ReportGeneration. See next3

Method 2 Tools / Options menu


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Select the report

icon in the checkanalysis dialogbox to generate

the report.

4

and MeasuresGeneration. See nextpage for detailed options.

Student Notes:


Customizing Rule Base Reports (3/3)

The Options panel lets you customize:3bis


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The type of thegenerated report

The style sheet fora XML report

The content of thereport:

-if all checks aredisplayed or onlythe failed ones-if advisor checks

are displayed ornot-If expert checksare displayed

The location of thegenerated file

Whether the HTMLbrowser of CATIAis open instead ofusing Netscape

Communicator orInternet Explorer

Student Notes:


To Sum Up


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CopyrightDASSAULTSYSTEM

ES

You have seen examples of collaborative work with CATIA Knowledge tools:

How to share parameters between documents

How to import and adapt Knowledge Advisor existing features into yourdocument

How to import, solve and analyze existing Rule bases in your document

Date post:	04-Apr-2018
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Edu Cat en Kwf Ff v5r17 Knowledge Fundamentals Student Guide

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