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    INVENTOR ESSENTIAL TRAINING

    MICROGENESIS TRAINING CENTRE

    JAGADEESH P

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    OBJECTIVES

    Understand different modules of Autodesk Inventor.

    Understand Autodesk Inventor User Interface.

    Understand various terms used in sketching

    environment.

    Understand the important terms and definitions.

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    Introduction to Autodesk Inventor 2011

    Autodesk product

    Parametric and feature-based solid modeling tool

    Converts the basic two-dimensional (2D) sketch into a

    solid model

    It is having Bi-Directional Associativity

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    MODULES

    Part Module Used to create solid models.

    Assembly Module

    Create assemblies by assembling multiple components using assemblyconstraints

    Presentation Module

    Animate the assemblies created in the Assembly module and view their

    working

    Drawing Module

    Documentation of the parts or assemblies in the form of drawing views

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    Initial Screen Display

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    FILE FORMATS

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    SKETCHER TAB

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    Quick Access Toolbar

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    RIBBON AND TABS

    Long bar available below the Quick Access Toolbar

    Sketch Tab

    Inventor Precise Input Toolbar

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    Model Tab

    Assemble Tab

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    Place Views Tab

    Presentation Tab

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    More tools displayed upon choosing the down arrow on the

    right of a panel and a tool

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    Navigation Bar

    Browser Bar

    Displays all operations performed during the designing process in the

    form of a tree view

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    CREATING THESKETCH

    Choose the Create 2D Sketch tool from the Sketch drop-down in the

    Sketch panel of the Model tab.

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    CHAPTER 2

    Start a new template file to draw sketches.

    Set up the sketching environment. Use various drawing display tools.

    Understand the sketcher environment in the

    Part module. Draw sketches by using various sketcher

    entities.

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    Starting a New File

    Used to select a template file,

    .ipt Templates

    .iam Templates

    .ipn Templates

    .idw Templates

    .dwg Templates

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    INTRODUCTION TO THE SKETCHING ENVIRONMENT

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    SETTING UP THE SKETCHING ENVIRONMENT

    Modifying the Document Settings of the Sketch

    Change (a) Snapping distance (b) Grid spacing, (c) Various attributes,

    Snap Spacing Area Grid Display Area

    Line Weight Display Options Area

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    Ribbon: Sketch > Draw > Line

    Toolbar: 2D Sketch Panel > Line drop-down > Line

    Perpendicular Constraint,

    Parallel Constraint,

    Drawing a line with the

    Perpendicular Constraint

    Drawing a line with the Parallel

    Constraint

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    Drawing Circles

    Drawing Circles by Specifying the Center Point and Radius

    Ribbon: Sketch > Draw > Circle drop-down > Circle Center Point

    Toolbar: 2D Sketch Panel > Circle drop-down > Center Point Circle

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    DrawingEllipses

    Ribbon: Sketch > Draw > Ellipse

    Toolbar: 2D Sketch Panel > Circle drop-down > Ellipse

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    Drawing Arcs

    Drawing an Arc Using Three Points

    Ribbon: Sketch > Draw > Arc drop-down > Arc Three Point

    Toolbar: 2D Sketch Panel > Arc drop-down > Three Point Arc

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    Drawing Rectangles

    Drawing Rectangles Using Two opposite Corners

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    Drawing Polygons

    Ribbon: Sketch > Draw > Polygon

    Toolbar: 2D Sketch Panel > Polygon

    Figure 28 The Polygon

    dialog box

    Inscribed Circumscribed

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    Placing Points

    Ribbon: Sketch > Draw > Point

    Toolbar: 2D Sketch Panel > Point, Center Point

    Creating FilletsRibbon: Sketch > Draw > Fillet/Chamfer drop-down > Fillet

    Toolbar: 2D Sketch Panel > Fillet/Chamfer drop-down > Fillet

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    Creating Chamfers

    Ribbon: Sketch > Draw > Fillet/Chamfer drop-down > Chamfer

    Toolbar: 2D Sketch Panel > Fillet/Chamfer drop-down > Chamfer

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    Drawing Splines

    Ribbon: Sketch > Draw > Spline drop-down > Spline

    Toolbar: 2D Sketch Panel > Line drop-down > Spline

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    CHAPTER 3

    Add geometric constraints to a sketch. Control the constraint inference.

    View and delete constraints from a sketch.

    Dimension a sketch.

    Modify the dimensions of a sketch.

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    Useful for capturing the design intent

    Twelve types of geometric constraints

    Perpendicular Constraint

    Ribbon: Sketch > Constrain > Perpendicular Constraint

    Toolbar: 2D Sketch Panel > Constraints drop-down > Perpendicular

    Parallel ConstraintRibbon: Sketch > Constrain > Parallel Constraint

    Toolbar: 2D Sketch Panel > Perpendicular > Parallel

    ADDING GEOMETRIC CONSTRAINTS TO A SKETCH

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    Tangent Constraint

    Ribbon: Sketch > Constrain > Tangent

    Toolbar: 2D Sketch Panel > Constraints drop-down > Tangent

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    VIEWING THE CONSTRAINTS APPLIED TO A

    SKETCHED ENTITY

    Ribbon: Sketch > Constrain > Show Constraints

    Toolbar: 2D Sketch Panel > Show Constraints

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    ADDING DIMENSIONS TO SKETCHES

    Ribbon: Sketch > Constrain > Dimension

    Toolbar: 2D Sketch Panel > General Dimension

    Setting the priorityfor editing dimensions

    TheEditDimension toolbar

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    Linear Dimensioning

    Specify the shortest distance between two points

    Points include the endpoints of lines, splines, or arcs, or the center

    points of circles, arcs, or ellipses, Figures 11 thru 14

    Shortcut menu displaying various

    options to dimension two pointsLinear dimensioning of lines

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    Aligned Dimensioning

    Used to dimension lines that are not parallel to the X or Y-axis

    Measures the actual distance of the aligned lines or the lines drawn at

    a certain angle, Figures 15 and 16

    Aligned dimension of a line Aligned dimension between two points

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    Angular Dimensioning

    Used to dimension angles

    Angular Dimensioning Using Two Line Segments

    Angular dimensioning Vertically opposite angle

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    Angular Dimensioning Using Three Points

    Angular Dimensioning of an Arc

    Angular dimensioning using

    three pointsAngular dimensioning of an arc

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    Diameter Dimensioning

    Applied to dimension a circle or an arc to specify its diameter, Figures 23

    and 24

    Diameter dimensioning of a circle and

    an arc

    Shortcut menu to apply

    a diameter dimension to an arc

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    Radius Dimensioning

    Applied to dimension an arc or a circle to specify its radius, Figures 25

    and 26

    Shortcut menu to apply

    the radius dimension to a circle

    Radius dimensioning of a circle

    and an arc

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    CREATING DRIVEN DIMENSIONSRibbon: Sketch > Format > Driven Dimension

    Driving dimension and driven

    dimension in a sketchModified driving dimension and

    dynamically updated driven dimension

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    CHAPTER 4

    Edit sketches using various editing tools

    Create rectangular and circular patterns

    Write text in the sketching environment and convert it into a feature

    Insert external images, Word documents, and Excel spreadsheets in

    the sketching environment

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    EDITING SKETCHED ENTITIES

    Extending Sketched Entities

    Ribbon: Sketch > Modify > Extend

    Toolbar: 2D Sketch Panel > Extend

    Line before and after extending it Arc before and after extending it

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    Trimming Sketched Entities

    Ribbon: Sketch > Modify > Trim

    Toolbar: 2D Sketch Panel > Trim

    Selecting the curves for trimming Sketch after trimming the curves

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    Splitting Sketched Entities

    Ribbon: Sketch > Modify > Split

    Toolbar: 2D Sketch Panel > Split

    Offsetting Sketched Entities

    Ribbon: Sketch > Modify > Offset

    Toolbar: 2D Sketch Panel > Offset Figure 5 Theoffset shortcut menu

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    Mirroring Sketched Entities

    Ribbon: Sketch > Pattern > Mirror

    Toolbar: 2D Sketch Panel > Mirror

    Selecting the geometries to be

    mirrored about the mirror line

    Sketch after mirroring the geometries

    and deleting the mirror line

    Figure 8 TheMirrordialog box

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    Moving Sketched Entities

    Moving the entities using the sketch

    points

    Objects after moving

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    Figure 17 Moving and copying theentities using the center points of

    circles

    Figure 18 Objects after moving andcopying

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    Rotating Sketched Entities

    Ribbon: Sketch > Modify > Rotate

    Toolbar: 2D Sketch Panel > Rotate

    TheRotatedialog box

    Options in the Rotate Dialog Box

    (a)Select

    (b)Center Point Area

    (c)Angle

    (d)Copy

    (e)Optimize for Single Selection

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    Rotation of the selected entities at various angles, Figure 20

    Rotating the entities at various angles

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    CREATING PATTERNS

    Creating Rectangular Patterns

    Ribbon: Sketch > Pattern > Rectangular

    Pattern

    Toolbar: 2D Sketch Panel > Rectangular

    Pattern

    TheRectangular Pattern dialog box

    Geometry

    Direction 1 Area

    Direction 2 Area

    An option of creating patterns of the sketched entities during the

    sketching stage itself

    Defined as the sequential arrangement of the copies of the selected

    entities

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    Figure 22 Creating a rectangular pattern More options in the

    Rectangular Pattern dialog box

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    Pattern created with the Fitted

    checkbox cleared

    Pattern created with the Fitted

    checkbox selected

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    Creating Circular PatternsRibbon: Sketch > Pattern > Circular Pattern

    Toolbar: 2D Sketch Panel > Circular Pattern

    TheCircular Pattern dialog box

    Geometry

    Axis

    Flip

    Count

    More

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    Figure 29 More options in the Circular Patterndialog box

    Pattern created with the Fitted

    checkbox selected

    Pattern created with the Fitted

    checkbox cleared

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    INSERTING IMAGES AND DOCUMENTS IN SKETCHESRibbon: Sketch > Insert > Insert Image

    Toolbar: 2D Sketch Panel > Insert Image

    TheOpendialog box

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    CHAPTER 5

    Convert sketches into base features using the Extrude tool

    Convert sketches into base features using the Revolve tool

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    CONVERTING THE BASE SKETCH INTO A BASE

    FEATURETools such as Extrude, Revolve, Loft, Sweep, and so on arerequired to

    convert base sketches into base features

    EXTRUDING THE SKETCHRibbon: Model > Create > Extrude

    Toolbar: Part Features > Extrude

    TheExtrudedialog box

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    Shape Tab

    Profile

    Specifying the selection point

    insidethe inner loop

    Specifying the selection point between

    the inner and outer loops

    Solids Output Area Operation Area Extents Area

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    More Tab

    TheMoretabof theExtrudedialog box

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    Taper

    Extruding the model with a negative

    taper angle

    Extruding the model with a

    positive taper angle

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    Model extruded with a positive

    taper angle and using the

    Symmetricoption

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    Cut

    Extruding the sketch using the Join

    option

    Join

    Choosing the Cut option

    from the mini toolbar

    Intersect

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    Extruding the sketch using the Cut

    optionExtruding the sketch using the Intersect

    option

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    Sketch extruded using the

    To Next option

    Sketch extruded using the

    Alloption

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    Match shape

    Sketch drawn on the offset plane

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    First side for extruding the profile Second side for extruding the profile

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    Result with the Matchshape

    check box selected

    Result with the Matchshape check box

    cleared

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    Sketch and termination face Resulting extruded feature

    Infer iMates

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    REVOLVING THE SKETCHRibbon: Model > Create > Revolve

    Toolbar: Part Features > Revolve

    TheRevolvedialog box

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    Shape Tab

    Profile Axis Solids

    Output Area Operation Area Extents Area

    Revolving the sketch through

    360-degree

    Revolving the sketch through

    360-degree

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    DIRECT MANIPULATION OF FEATURES BY USING

    THE MINI TOOLBAR

    This toolbar is actually a user interface with combination of selectiontags, command options, and manipulators.

    Mini toolbar for theextrude feature

    Mini toolbar for the

    revolve feature

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    Learning Object ives

    Create features on planes other than the default XY plane.

    Create work features such as work planes, work axes, and work points.

    Use other extrusion and revolution options for creating models.

    CHAPTER 6

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    NEED FOR OTHER SKETCHING PLANESMechanical designs consist of a number of sketched, work, and placed

    features integrated together such as cut feature, and a hole feature,

    Model created by combining various features

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    Base feature for the model Model after adding other features

    Defining a New Sketching Plane

    Specify the plane for drawing the sketch

    The selected plane will be automatically become the current sketching plane

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    WORK FEATURES

    Work Planes

    Work Axes

    Work Points

    Creating Work Planes

    Ribbon: Model > Work Features > Plane

    drop-down

    Toolbar: Part Features > Work Plane

    The Plane drop-down showing

    various tools for creating work

    planes

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    Creating a Work Plane through Selected Objects

    Ribbon: Model > Work Features > Plane drop-down > Plane

    The resulting work planeThe face and a point to be selected

    to define a work plane

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    Selecting edges to define a

    work planeResulting work plane

    Creating a Work Plane Using Two Coplanar Edges, Axes, or Lines

    Ribbon: Model > Work Features > Plane drop-down > Two Coplanar Edges

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    Creating a Work Plane Using Three Vertices or Points

    Resulting work planeVertices to be selected

    Ribbon: Model > Work Features > Plane drop-down > Three Points

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    Creating a Work Plane through an Edge/Axis and at an angle to a

    Plane/Planar Face

    Ribbon: Model > Work Features > Plane

    drop-down > Angle to Plane

    around Edge

    An edge and a planar face selected

    to define a work plane at -30 degrees

    to the selected plane

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    A planar face and an edge selected to

    define a work plane parallel to the

    selected plane

    Resulting work plane

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    Creating Work Axes

    Ribbon: Model > Work Features > Work Axis drop-down

    Work axes are parametric axes that

    pass through a model or feature.

    The Work Axis drop-down showing

    various tools for creating work axes

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    Creating a Work Axis through Selected Objects

    Ribbon: Model > Work Features > Work Axis drop-down > Axis

    Creating a Work Axis passing through a Revolved or Cylindrical Feature

    Ribbon: Model > Work Features > WorkAxis drop-down > Through

    Revolved Face or Feature

    Work axis passing through the center

    of a circular feature

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    Creating a Work Axis Normal to a Plane/Planar Face and Passing througha Point

    Creating a work axis using a planar

    face and a sketched point

    Ribbon: Model > Work Features > Work Axis drop-down > Normal to Plane

    through Point

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    Creating Work Points

    Ribbon: Model > Work Features > Work Point drop-down

    Work points are parametric points that

    can be created on an existing model.

    The Work Point drop-down

    showing various tools for

    creating work points

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    Creating a Work Point at the Intersection of Two Edges/Axes

    Work point at the

    intersection of two edges

    Ribbon: Model > Work Features > Work Point drop-down > Intersection of

    Two Lines

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    Work point at the intersection of three

    planes

    Creating a Work Point at the Intersection of Three Planes/Planar Faces

    Ribbon: Model > Work Features > Work Point drop-down > Intersection of

    Three Planes

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    Learning Ob ject ives

    Create various types of holes.

    Create fillets on a model.

    Chamfer edges of a model.

    Mirror features

    Create rectangular patterns of features.

    Create circular patterns of features.

    Create rib features.

    Emboss or engrave sketched entities on a feature.

    Use the Decal tool to transfer an image on a feature.

    CHAPTER7

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    Creating Holes

    Ribbon: Model > Modify > Hole

    Toolbar: Part Feature > Hole

    TheHoledialog box

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    Placement Area

    Hole placed using two linear

    edges

    Hole placed on a center point

    Linear From Sketch Concentric On Point

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    Preview of a hole placed

    concentric to the fillet

    Direction defined using the top

    plane

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    Direction defined using the sideplane

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    Drilled

    Counterbore

    Section view of a drilled hole Section view of a

    counterbore hole

    Used to create a drilled hole,.

    A stepped hole and has two diameters: a bigger diameter and a smaller

    diameter,

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    A counterbore hole without

    threads

    A counterbore hole with

    threads

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    Creating Fillets

    Ribbon: Model > Modify > Fillet

    Toolbar: Part Features > Fillet

    Creating Edge Fillets

    TheFilletdialog box Mini toolbar displayed on

    invoking the Fillet tool

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    Model with fillets Model with rounds

    Constant Tab

    Used to fillet the selected edges with constant radius, Figures 20 and 21.

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    Variable Tab

    The options in the Variabletab

    Fillet the selected edges such that they can be applied different radii along their

    length, Figures 23 through 27.

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    Defining the fillet radius Model after creating the fillet

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    Smooth transition Linear transition

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    Setbacks Tab

    The options in the Setbackstab

    Smoothly blends the transition surfaces between the selected edges and the

    vertex that you define to fillet,

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    Fillet with setback =2 Fillet with setback =10

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    Rolling ball fillet Tangent fillet

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    Creating Face Fillets

    Blends the first face with the second face.

    The Fillet dialog box for creating

    the face fillet

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    Creating Full Round Fillets

    Creates semicircular fillet between two side faces separated by a centre

    face,

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    Side Face Set 1

    Center Face Set

    Side Face Set 2

    Faces to be selected to create the fillet Resulting face fillet

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    Creating Chamfers

    Ribbon: Model > Modify > Chamfer

    Toolbar: Part Features > Chamfer

    TheChamferdialog box

    Distance

    Distance and Angle

    Two Distances

    Mini toolbar displayed on theselected edge on invoking the

    Chamfer tool

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    Model before chamfering Model after chamfering

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    >> (More)

    TheMoreoptions in the

    Chamferdialog box

    Chamfer with a

    setback

    Chamfer without a

    setback

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    Mirroring Features and Models

    Ribbon: Model > Pattern > Mirror

    Toolbar: Part Features > Mirror

    TheMirrordialog box

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    Mirroring Features

    Selecting features to be mirrored

    and the mirror plane

    Model after mirroring the features

    and hiding the work plane

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    Mirroring Features

    Selecting features to be mirrored

    and the mirror plane

    Model after mirroring the features

    and hiding the work plane

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    Creating Rectangular Patterns

    Ribbon: Model > Pattern > Rectangular Pattern

    Toolbar: Part Features > Rectangular Pattern

    TheRectangular Pattern

    dialog box

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    Hole to be patterned Model after creatingthe pattern

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    CreatingCircular Patterns

    Ribbon: Model > Pattern > Circular Pattern

    Toolbar: Part Features > Circular Pattern

    The expanded CircularPattern

    dialog box

    Pattern individual features

    Pattern a solid

    Rotation Axis

    Midplane

    Creation Method Area

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    Model before creating

    the patternModel after creating

    the pattern

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    Positioning Method Area

    Model created using the

    Incrementalradio button

    Model created using the Fitted

    radio button

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    Creating Rib Features

    Ribbon: Model > Create > Rib

    Toolbar: Part Features > Rib

    Sketch for the rib feature The rib feature

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    Shape Area

    Thickness Area

    TheRibdialog box

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    Extents Area

    Rib created by extending the sketchto the next face

    Rib created by extending the sketchto a specified distance

    Extended Profile

    Taper

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    Creating the Embossed and Engraved Features

    Ribbon: Model > Create > Emboss

    Toolbar: Part Features > Emboss

    TheEmbossdialog box

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    Profile

    Solid

    Depth

    Top Face Color

    Emboss from Face

    Engrave from Face

    Embossed text Engraved text

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    Emboss/Engrave from Plane

    Model with embossed/ engraved

    text

    Direction

    Wrap to Face

    Bottle with an

    embossed text wrapped

    on the outer face

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    Applying Images on a Feature

    Ribbon: Model > Create > Decal

    Toolbar: Part Features > Decal

    TheDecaldialog box Image wrapped on a bottle

    PROJECTING ENTITIES IN THE SKETCHING

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    PROJECTING ENTITIES IN THE SKETCHING

    ENVIRONMENT

    Projected edges are converted into sketched entities and can be used asa part of the sketch

    Projecting Edges or FacesRibbon: Sketch > Draw > Project Geometry

    Toolbar: 2D Sketch Panel > ProjectGeometry

    Tools in the Project

    Geometry drop-down

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    Sketch plane at the center ofthe model

    Model after projecting the splineedge

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    Projecting Cutting Edges

    Ribbon: Sketch > Draw > Project Geometry > Project Cut Edges

    Toolbar: 2D Sketch Panel > ProjectGeometry > ProjectCut Edges

    Sketch plane at the center

    of the modelSketch after projecting the

    cutting edges

    CHAPTER 8

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    Learning Ob ject ives

    Create sweep features.

    Create lofted features.

    Create coil features.

    Create internal or external threads.

    Create shell features.

    Apply drafts on the faces of a model.

    Split the faces of a model or a complete model.

    Delete the selected faces of the model.

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    ADVANCED MODELING TOOLS

    Creating Sweep Features

    Ribbon: Model > Create > Sweep

    Toolbar: Part Features > Sweep

    Resulting sweep feature

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    TheSweepdialog box

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    Shape Area

    Output Area

    Operation Area

    Join and cut sweep featuresProfile and path curves created

    forthe sweep feature

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    Optimize for Single Selection

    Type Area

    Creating Sweep Features by Using a Path Curve

    Profile and path for the sweep

    feature

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    Sweep feature created using thePath radio button

    Sweep feature created using theParallelradio button

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    Creating Sweep Features by Using Path and Guide Curves

    Sweep feature created with a

    positive taper angle

    Sweep feature created with a

    negative taper angle

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    Guide Rail

    Profile Scaling

    Profile, path, and guide

    curvefor creating the

    sweep feature

    Sweep feature scaled in both X

    and Y directions

    The Type area with

    modified options

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    Sweep feature scaled only in theXdirection

    Sweep feature with no scaling

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    Creating Lofted Features

    Ribbon: Model > Create > LoftToolbar: Part Features > Loft

    Three dissimilar sketches drawn on

    parallel planesLofted feature created after

    blendingthe sketches

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    Curves Tab

    TheCurvestab of the Loftdialog box

    Operation Area Sections Area Output Area

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    Rails

    Sections and rails for

    the loft feature

    Loft feature without

    selecting rails

    Loft feature with rails

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    Closed Loop

    Open-ended loft feature Closed-ended loft feature

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    Merge Tangent Faces

    Loft without selecting

    the centerlineSections and the center line for the loft

    feature

    Center Line

    Area Loft

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    Sections and center line for the loft

    feature withdefault callouts

    Loft with centerline

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    The new sections of the loft feature

    and their callouts

    TheSection Dimensions dialog

    box

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    Loft feature created by

    selecting the Rails radio

    button

    Loft feature created by

    selecting the Area Loft radio

    button

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    Conditions Tab

    TheConditionstab of the Loftdialog box

    Free Condition

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    Tangent Condition

    Loft feature with no

    end condition

    Loft feature with tangent

    end condition

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    Smooth (G2) Condition

    Loft with smooth end

    condition

    Direction Condition

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    Creating Coil Features

    Ribbon: Model > Create > Coil

    Toolbar: Part Features > Coil

    Profile and axis for creating a coil feature

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    Coil Shape Tab

    TheCoil Shape tab of theCoildialog box

    Shape Area

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    Join Cut

    Coil feature created on a cylinderusing the Joinoperation

    Coil feature created on a cylinderusing the Cutoperation

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    Coil Size Tab

    TheCoil Size tab of the Coildialogbox

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    Type

    Coil feature created with a

    positive taper angle

    Coil feature created with anegative taper angle

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    Spiral coil

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    Creating Threads

    Ribbon: Model > Modify > Thread

    Toolbar: Part Features > Thread

    Internal threads in a

    cylinderExternal threads

    on a bolt

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    Creating Shell Features

    Ribbon: Model > Modify > Shell

    Toolbar: Part Features > Shell

    TheShelltab of the Shell

    dialogboxModel after creating the shell

    feature

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    Remove Faces

    Face selected to beremoved

    Resulting shelled model

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    Applying Drafts

    Ribbon: Model > Modify > Draft

    Toolbar: Part Features > Draft

    TheFace Draft dialog box

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    Fixed Plane

    Various parameters associated with face

    draft

    Fixed Edge

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    Pull Direction/Fixed Plane

    Face draft with the pull

    direction upward

    Faces

    Face draft with the pull

    direction downward

    Draft Angle

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