Edu Cat en v5e Af v5r18 Toc

Student Notes:

CATIA V5 Mechanical Design Expert��

Copyright DASSAULT SYSTEMES 1

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Lesson 1: Introduction (1/2)

About the Student Guide 1-3Conventions used in the Student Guide 1-4Case Study 1-5Design Intent 1-6Stages in the Process 1-7Review the User Interface 1-8

CATIA Workbenches 1-9Part Design Workbench 1-10Assembly Design Workbench 1-11Generative Shape Design Workbench 1-12

Recall the Importance of Parent/Child Relationships 1-13Design Intent 1-14Parent/Child Relationships 1-15Investigating the Model 1-21What is Define in Work Object ? 1-23Defining in Work Objects 1-24

Organizing a Solid Model 1-26Model Organization 1-27

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Lesson 1: Introduction (2/2)

Bodies 1-28Geometrical Sets 1-29Ordered Geometrical Sets 1-30Hybrid Design 1-31Part Design Recommendations 1-33

Case Study: Introduction 1-35Case Study: Hinge 1-36Do It Yourself: Hinge 1-37Case Study: Hinge Recap 1-40

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Lesson 2: Design Complex Parts (1/5)

Case Study: Design Complex Parts 2-2Design Intent 2-3Stages in the Process 2-5Create Advanced Sketch-Based Features 2-6

What are Ribs and Slots? 2-7When to Use Ribs and Slots? 2-8Creating a Rib 2-9Creating a Slot 2-10Creating Thin Ribs and Slots 2-11Rib and Slot Options 2-14Solid Combines 2-16

Multi-Sections Solid 2-18Multi-Sections Solids 2-19Multi-Sections Solids: Closing Point and Orientation 2-20Creating a Simple Multi-Sections Solid 2-24Multi-Sections Solid Creation: Guides 2-25Multi-Sections Solid Creation : Spine 2-26Multi-Sections Solid Creation : Tangent Surfaces 2-27

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Multi-Sections Solid Creation : Coupling 2-28Coupling : Points of Discontinuity 2-29Modify Coupling 2-30Manual Coupling: Displaying Uncoupled Points 2-31Multi-Sections Solid : Manual Coupling 2-33Multi-Sections Solid Relimitation 2-35

Exercise: Rib and Slot (Limited Instructions) 2-38Do it Yourself 2-39

Exercise: Thin Rib (Detailed Instructions) 2-43Do it Yourself 2-44

Exercise: Multi-Sections Feature (Detailed Instructions) 2-49Do it Yourself 2-50

Exercise: Rib and Multi-Section Solid (Limited Instructions) 2-63Do it Yourself 2-64

Create Advanced Drafts 2-72Introduction 2-73Creating an Advanced Draft 2-75Advanced Draft Angle: Draft Both Sides 2-80

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Advanced Dress-Up Features 2-85Introduction 2-86What is Thickness? 2-87Creating Thickness 2-89Ignoring Faces While Creating Thickness 2-91Reset Ignored Faces Option for Thickness Tool 2-92Remove Faces 2-93Replace Face 2-95

Exercise: Geometry Replace (Detailed Instructions) 2-96Do it Yourself 2-97

Exercise: Solid Combine and Advanced Draft (Detailed Instructions) 2-100Do it Yourself 2-101

Exercise: Advanced Draft (Limited Instructions) 2-111Do it Yourself 2-112

Use the Multi-Body Method 2-119What is Multi-Body Method? 2-120Using the Multi-Body Method 2-121What Are the Boolean Operations? 2-123

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Boolean Operation: Assemble 2-124Boolean Operation: Add 2-128Boolean Operation: Remove 2-130Boolean Operation: Intersect 2-132Boolean Operation: Union Trim 2-134Boolean Operation: Removing Lump 2-136Replacing a Body 2-138Changing the Boolean Operation Type 2-141Recommendations for Working with Boolean 2-143

Create Multi-Model Links 2-146What Are Multi-Model Links? 2-147Establishing Multi-Model Links 2-150Paste Special 2-153Managing Multi-Model Links 2-156

To Sum Up 2-160Exercise: Multi-Body Work (Detailed Instructions) 2-161

Do it Yourself 2-162

Exercise: Multi-Body Work (Limited Instructions) 2-167

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Case Study: Design Complex Parts 2-171Do It Yourself: CD Jewel Case 2-172Case Study: Jewel Case Recap 2-179

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Lesson 3: Surface Design (1/5)

Case Study: Surface Design 3-2Design Intent 3-3Stages in the Process 3-4Access the Generative Surface Design Workbench 3-5

Introduction to Surface Design 3-6The Generative Shape Design Workbench 3-7Accessing the Surface Design Workbench 3-10Surface Design Workbench User Interface 3-11Surface Design Workbench Terminology 3-15Geometrical Set Vs Ordered Geometrical Set 3-16Hybrid Design 3-17Surface Design Workbench General Process 3-18

Create the Reference Geometry 3-19What is a Reference Geometry? 3-20Creating Reference Geometry 3-21Create an Axis System 3-24Importance of a Continuous Curve 3-31Why Do You Need Curves? 3-32

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Creating Curves 3-33

Exercise: Complex Wireframe Creation (Detailed Instructions) 3-37Do it Yourself 3-38

Exercise: Splines, Circles and Projections (Detailed Instructions) 3-49Do it Yourself 3-50

Create the Basic Surface Geometry 3-57Why Create Surface Geometry? 3-58Creating an Extruded Surface 3-59Creating a Surface of Revolution 3-60Creating a Sphere 3-61Creating a Cylinder Surface 3-63

Create the Complex Surface Geometry 3-64Computation of Sweep 3-65Creating Swept Surface – Explicit Subtype 3-66Creating a Swept Surface – Reference Surface Option 3-67Creating a Swept Surface – Second Guide 3-68Creating a Swept Surface - Spine 3-69Creating a Swept Surface - Relimiters 3-70

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Creating an Offset Surface 3-71Creating a Fill Surface 3-73Creating a Blend Surface 3-75Blend Surface: Curves Orientation 3-79Blend Surface: Coupling points 3-80Creating a Multi-Sections Surface 3-81

Exercise: Simple Surfaces (Detailed Instructions) 3-87Do it Yourself 3-88

Exercise: Sweep and Blend (Detailed Instructions) 3-93Do it Yourself 3-94

Exercise: Sweep and Fill (Detailed Instructions) 3-100Do it Yourself 3-101

Perform Operations on Surfaces 3-107Why Are Operations on Geometry Needed? 3-108Why Do You Need Joining Elements? 3-110Joining Elements 3-111Joining Elements – Exclude Sub-Elements 3-112Healing Elements 3-113

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Splitting Elements - Introduction 3-114Splitting Elements 3-115Trimming Elements - Introduction 3-119Trimming Elements 3-120Why Use Fillets? 3-121Fillet Extremities 3-122Creating a BiTangent Shape Fillet 3-123Creating an Edge Fillet 3-124Creating a Variable Radius Fillet 3-125Creating a Face-To-Face Fillet 3-126Creating a Tritangent Fillet 3-127Extrapolating Elements - Introduction 3-128Extrapolating Elements 3-129Transformations 3-131Boundary Curves 3-134Creating Boundary Curves 3-135Extracting an Edge from a Surface 3-136Extracting a Face from a Surface 3-137

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Solidify the Model 3-138Why Complete the Geometry in Part Design? 3-139How Can Solids be Created or Manipulated by Surfaces? 3-140Splitting Body with Surface 3-141Thickening a Surface 3-142Closing a Surface into a Body 3-143Sewing Surface into a Body 3-144

Exercise: Join, Trim and Transformations (Detailed Instructions) 3-145Do it Yourself 3-146

Exercise: Join, Trim and Close Surface (Limited Instructions) 3-153Do it Yourself 3-154

Exercise: Join, Trim and Fillet (Detailed Instructions) 3-160Do it Yourself 3-161

Case Study: Surface Design 3-167Do It Yourself: Model of Computer Mouse 3-168Case Study: Surface Design Recap 3-183

To Sum Up 3-184

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Lesson 4: Analyze and Annotate Parts (1/2)

Case Study: Analyze and Annotate Parts 4-2Design Intent 4-3Stages in the Process 4-4Analyze the Part 4-5

Introduction to Part Analysis 4-6Thread and Tap Analysis 4-7Analyzing Threads and Taps 4-8Draft Analysis 4-9Analyzing Drafts 4-10Curvature Analysis 4-13Performing a Surfacic Curvature Analysis 4-14

Exercise: Curvature Analysis (Detailed Instructions) 4-15Do it Yourself 4-16

Exercise: Draft Analysis (Detailed Instructions) 4-19Do it Yourself 4-20

Create 3D Constraints 4-24What is a 3D Constraint? 4-25Why Use a 3D Constraint? 4-26

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Lesson 4: Analyze and Annotate Parts (2/2)

Creating a 3D Constraint 4-27

Exercise: 3D Constraints (Detailed Instructions) 4-28Do it Yourself 4-29

Annotate the Part 4-33Annotations 4-34Text with Leader 4-35Creating a Text with Leader 4-36Modifying a Text with Leader 4-37Flag Note with Leader 4-38Creating a Flag Note with Leader 4-39Using a Flag Note with Leader 4-41Modifying a Flag Note with Leader 4-42Repositioning 3D Annotations 4-43

Exercise: 3D Annotations (Detailed Instructions) 4-44Case Study: Analyze and Annotate Parts 4-52

Case Study: Analyze and Annotate Parts Recap 4-56

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Lesson 5: Sharing Information (1/5)

Case Study: Sharing Information 5-2Design Intent 5-3Stages in the Process 5-4Create a PowerCopy 5-5

What Is a PowerCopy? 5-6Creating a Power Copy 5-7PowerCopy Tools 5-10Saving a PowerCopy 5-11Saving a PowerCopy in a Catalog 5-12Instantiating a PowerCopy 5-14Instantiating a PowerCopy from a Document 5-15Inserting a PowerCopy from a Catalog 5-19Difference between a PowerCopy and a User Feature 5-22

Exercise: PowerCopy (Detailed Instructions) 5-23Do it Yourself 5-24

Exercise: PowerCopy and Catalog (Limited Instructions) 5-31Do it Yourself 5-32

Create Parameters and Formulas 5-37

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Introduction to CATIA V5 Knowledgeware 5-38Accessing Common Knowledge Tools 5-39Terminology 5-40Knowledgeware Settings 5-41Introduction to Common Knowledge Tools 5-45What are Parameters? 5-46Why Use User Parameters? 5-48Creating a User Parameter with a Single Value 5-49Creating a User Parameter with Multiple Values 5-50Editing a User Parameter 5-51What are Formulas? 5-53Why Use Formulas? 5-54Accessing the Formula Editor 5-55Creating a Formula 5-56Using Functions in Formulas 5-57Creating a Formula Which Uses a Function 5-58Editing a Formula 5-59

Create a Design Table 5-60

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What Is a Design Table? 5-61Why Use a Design Table? 5-62Creating a Design Table 5-63Creating a Design Table with an Existing File 5-65Managing Design Table Associations 5-67Using a Design Table 5-69Selecting Parameters 5-70Filtering Parameters 5-71

Exercise: Design Table (Detailed Instructions) 5-72Do it Yourself 5-73

Exercise: Design Table and Parameters (Detailed Instructions) 5-78Create a Catalog 5-85

What is a Catalog? 5-86Accessing the Workbench 5-87User Interface 5-88User Interface: Commands 5-89Terminology 5-90Creating a Catalog 5-92

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Creating Chapters 5-94Creating Families 5-95Creating Keywords 5-96Creating Components 5-97Part Family Components 5-98Adding a Part Family 5-99Adding a Part Family Component 5-100Resolving Part Families 5-101How Do I Resolve a Part Family Component? 5-102Adding a Link to Another Catalog 5-103Catalog Browser 5-104Browsing a Catalog 5-105Inserting a Component from a Catalog 5-106Performing Queries 5-108

Exercise: Catalog (Detailed Instructions) 5-110Do it Yourself 5-111

Exercise: Catalog Modification (Detailed Instructions) 5-118Do it Yourself 5-119

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Case Study: Sharing Information 5-126Do It Yourself: Angle Bracket Catalog 5-127Case Study: Sharing Information Recap 5-135

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Lesson 6: Assembly Design (1/6)

Case Study: Assembly Design 6-2Design Intent 6-3Stages in the Process 6-4Manage the Product Structure 6-5

What are Links Between Components in a Product? 6-6Why Manage Links? 6-7The File Desk Command 6-8Managing Links of a Product Using File Desk 6-9Re-establishing Broken Links Using the Desk Command 6-11Accessing Edit Links Command 6-12Managing Links of a Product Using Edit Links 6-13What is Generating a CATPart from a Product? 6-15Generating a CATPart from a product 6-16

Create Flexible Sub-Assemblies 6-18Flexible Sub-Assembly 6-19What is a Flexible Sub-assembly? 6-20Making a Sub-assembly Flexible 6-21Positioning Components of a Flexible Sub-assembly 6-22

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What is Mechanical Structure? 6-24Viewing the Mechanical Structure Tree 6-25What Can Be Overloaded in a Flexible Sub-assembly? 6-26Modifying Constraints of Flexible Sub-assemblies 6-27Managing Flexible Sub-assemblies 6-30Propagating Position to Reference 6-35

Exercise: Reorder with Desk (Detailed Instructions) 6-37Exercise: Desk and Product to Part Recap 6-38

Exercise: Flexible Sub-Assembly (Limited Instructions) 6-49Do it Yourself 6-50

Exercise: Desk and Flexible Sub-Assembly (Limited Instructions) 6-62Do it Yourself 6-63

Analyze the Assembly 6-70Analyzing Component Constraints 6-71Analyzing Dependencies 6-72Analyzing Degrees of Freedom 6-73Measuring Minimum Distances 6-74Edit Distance and Band Analysis Dialog Box 6-75

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Measuring the Minimum Distance 6-76Reading Minimum Distance Results 6-77Updating a Measure 6-78Sections 6-79General Process to Create a Section 6-80How to Use the Section Tools 6-81Kinds of Sections 6-86About Section Manipulation 6-87Manipulating the Section Planes 6-88Viewing and Manipulating a Section Result 6-94What is Clash, Contact, and Clearance? 6-95Accessing the Clash Tools 6-96Using the Compute Clash Tool 6-97Using the Clash Tool 6-98

Exercise: Assembly Analysis (Detailed Instructions) 6-102Do it Yourself 6-103

Exercise: Clash Analysis and Section (Detailed Instructions) 6-112Do it Yourself 6-113

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Create Scenes 6-122What Are Scenes? 6-123Why Use Scenes? 6-124Enhanced Scenes Workbench 6-125Creating a Scene 6-126Creating a New Scene from an Existing Scene 6-129Creating a Scene of a Subset of the Assembly 6-130General Scene Management 6-131Applying Scene on the Assembly 6-132Applying Assembly on the Scene 6-133Applying User Defined Attributes 6-134Component Management in Scenes 6-135Hiding Components in a Scene 6-136Modifying Graphic Properties of Components in a Scene 6-137Moving Components in a Scene 6-138Exploding an Assembly in a Scene 6-139Drafting Views Based on Scenes 6-141Creating a Drafting View Based on a Scene 6-142

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Create Annotations 6-143Introduction to Annotations 6-144Weld Feature Annotations 6-145Creating a Weld Feature Annotation 6-146What are Text Annotations? 6-148Creating Text Annotations 6-149What are Flag Notes? 6-150Creating Flag Notes 6-151Manipulating Annotations 6-152Changing the Annotation Supporting View 6-153Manipulating Annotation Leaders 6-154Projecting Annotation Views on a Drawing 6-157

Generate Reports 6-158Generating Reports 6-159What are Bill of Materials Reports? 6-160Generating Bill of Materials Reports 6-161Customizing Bill of Materials Reports 6-162Removing a Component from the Bill of Materials 6-163

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What are Assembly Listing Reports? 6-164Generating Assembly Listing Reports 6-165Saving Assembly Listing Reports 6-166Customizing Assembly Listing Reports 6-167

Exercise: Scenes (Detailed Instructions) 6-168Do it Yourself 6-169

Exercise: Symbols and Annotations (Detailed Instructions) 6-182Do it Yourself 6-183

Case Study: Assembly Management 6-194Do It Yourself: Lights 6-195Case Study: Assembly Design Recap 6-203

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Lesson 7: Contextual Design (1/6)

Case Study: Contextual Design 7-2Design Intent 7-3Stages in the Process 7-5Clarify the Display 7-6

Working with Large Assemblies 7-7Visualization Mode 7-8Comparison Between Visualization and Design Mode 7-9User Setting: Turning on the Cache 7-11Manually Switching to Design Mode 7-13Automatic Switch to Design Mode 7-14Update Status Unknown 7-15Hiding Components 7-16Comparison Between Show and Hide 7-17Hiding Components 7-19Showing Components 7-20Deactivating Representations 7-21Why Deactivate Representations? 7-22Differences Between Activating and Deactivating Representat... 7-24

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Deactivating Representations 7-26Activating Representations 7-27Saving the Activation State 7-28Deactivating Components 7-30Why Deactivate Components? 7-31Differences Between Modes 7-32Deactivating a Component 7-34Effects on the Bill of Materials 7-36Selective Load 7-37Using the Selective Load Tool 7-38To Sum Up 7-40

Exercise: Component Visualization (Detailed Instructions) 7-42Do it Yourself 7-43

Exercise: Visualization Mode (Detailed Instructions) 7-53Do it Yourself 7-54

Create Contextual Parts 7-67What are Contextual Parts? 7-68Contextual Parts Using External Parameters 7-69

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Contextual Parts Using External References 7-70Contextual Parts Using Assembly Features 7-71Why Design in Context? 7-72Contextual Part Specification Tree Symbols 7-73Creating Contextual Elements 7-74Constraining Contextual Instances of Parts 7-75Constraining Non-Contextual Instances of Parts 7-77Sketch in Context 7-78Why Use a Sketch in Context? 7-79Using a Sketch as an External Reference 7-80Parameters in Context 7-82Creating a Parameter in Context 7-83Using an Assembly Parameter to Design a Part 7-86External Parameters 7-89Why Use External Parameters? 7-90Fully Constraining Contextual Parts 7-91Fixing Contextual Parts in Space 7-92Editing Contextually-Related Parts 7-93

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Editing Driving Parts 7-94Editing Contextual Parts 7-95Editing a Driving Part 7-96Automatically Synchronizing Changes While Editing Driving P... 7-97Manually Synchronizing Changes While Editing Driving Parts 7-98Replacement Of a Driving Component 7-100

Exercise: Feature in Context (Detailed Instructions) 7-103Do it Yourself 7-104

Exercise: Sketch in Context (Detailed Instructions) 7-114Do it Yourself 7-115

Exercise: Part in Context 7-124Do it Yourself 7-125

Create Assembly-Level Features 7-127Assembly-Level Features 7-128What are Assembly Features? 7-130What are Affected Parts? 7-133Specifying Affected Parts 7-134Creating an Assembly Split 7-135

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Creating an Assembly Hole 7-136Using Hole Series 7-137Creating an Assembly Pocket 7-138Adding a Body to an Assembly 7-139Removing a Body from an Assembly 7-140Cautions About Designing in Context 7-141

Manipulate the Contextual Components 7-142Isolating Contextual Parts 7-143Isolating All Elements in a Contextual Part 7-144Isolating Individual Elements in a Contextual Part 7-145Analyzing Contextual Parts 7-146Analyzing Relationships Between Driving and Driven Compon... 7-147Analyzing Relationships Between Driving and Driven Compon... 7-148Deleting Contextually-Related Components 7-149Deleting Driving Components 7-151Deleting Contextual Components 7-152

Save the Contextual Models 7-153Saving Contextually-Related Components 7-154

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Saving Driving CATParts 7-155Saving Contextual CATParts 7-156Saving Parent CATProducts 7-157Copying CATProducts Using Send to Directory 7-158

To Sum Up 7-159Exercise: Assembly Split and Hole (Detailed Instructions) 7-160


Exercise: Links Analysis (Detailed Instructions) 7-168Do it Yourself 7-169

Case Study: Contextual Design 7-185Do It Yourself: Earphone 7-186Case Study: Contextual Design Recap 7-197

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Lesson 8: Complex Assembly Design (1/3)

Case Study: Complex Assembly Design 8-2Design Intent 8-3Stages in the Process 8-4Create the Skeleton Model 8-5

What is the Skeleton Method? 8-6Why use Skeleton Method? 8-8How is the Skeleton Method Implemented? 8-10What Does a Skeleton Model Contain? 8-11Skeleton Example 8-12How is a Skeleton Created? 8-16Constraints and the Skeleton Model 8-17Using a Skeleton to Design the Components of a Product 8-18Reusing Skeleton in Sub-Assemblies 8-20Recommendation for Skeleton Model 8-21

Exercise: Skeleton Model Use (Detailed Instructions) 8-22Do it Yourself 8-23

Exercise: Skeleton Parameter Use (Detailed Instructions) 8-36Do it Yourself 8-37

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Exercise: Skeleton and Design in Context (Limited Instructions) 8-51Do it Yourself 8-52Exercise: Skeleton and Design in Context Recap 8-66

Create the Published Elements 8-67Introduction to Publishing Geometry 8-68Why Publish Geometry? 8-69What Kind of Geometry Can be Published? 8-70Published Elements in the Tree 8-71Publishing Geometry 8-72Changing a Published Element 8-74Publishing Parameters 8-75Publishing a Parameter 8-76

Use the Published Elements 8-79When Can You Use Published Geometry ? 8-80User Setting: Use Published Geometry to Constrain 8-81User Setting: Only Use Published Geometry for External Ref... 8-84Using Published Geometry in Contextual Design 8-85What is Replacing Published Component? 8-87

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Reconnecting a Constraint 8-88Replacement Of a Non-Published Driving Component 8-90Published Geometry and Assembly Constraints 8-93Published Geometry and Contextual Design 8-95

Exercise: Publication (Detailed Instructions) 8-96Do it Yourself 8-97

Exercise: Parameter Publication (Detailed Instructions) 8-110Do it Yourself 8-111

Exercise: Publication (Limited Instructions) 8-121Do it Yourself 8-122

Case Study: Complex Assembly Design 8-127Do It Yourself: Skateboard 8-128Case Study: Complex Assembly Design Recap 8-145

To Sum Up 8-146

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Master Project: Mobile Phone

Master Project: Overview A-2Master Project: Overview Recap A-5Master Project: Battery Reservation Space A-6

Master Project: Battery Reservation Space A-7Master Project: Battery Reservation Space Recap A-10

Master Project : Mobile Phone Bottom Case A-11Master Project: Mobile Phone Bottom Case A-12Master Project: Mobile Phone Bottom Case Recap A-32

Master Project : Modifying the Design A-33Master Project: Modifying the Design A-34Master Project: Modifying the Design Recap A-38

Master Project : Analyze and Modify the Design A-39Master Project: Analyze and Modify the Design A-40Master Project: Analyze and Modify the Design Recap A-43

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Master Project: Lifting Truck

Master Project: Lifting Truck B-2Master Project: Overview B-3Master Project: Reuse the Existing V4 Jack B-4

Master Project: Reuse the Existing V4 Jack B-5Master Project: Reuse the Existing V4 Jack Recap B-9

Master Project: Preparing for Design in Context B-10Master Project: Preparing for Design in Context B-11Master Project: Preparing for Design in Context Recap B-19

Master Project : Design of Right Fork Assembly B-20Master Project : Design of Right Fork Assembly B-21Master Project: Design of Right Fork Assembly Recap B-27

Master Project: Design of Left Fork Assembly B-28Master Project: Design of Left Fork Assembly B-29Master Project: Design of Left Fork Assembly Recap B-32

Master Project: Jack Clearance Check B-33Master Project: Jack Clearance Check B-34Master Project: Jack Clearance Check Recap B-37

Edu Cat en v5e Af v5r18 Toc

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