Drafting

NATIONAL INSTITUTE FOR AVIATION RESEARCH

Wichita State University

Revision 5.14
Copyright 2005. All rights reserved.

www.cadcamlab.org
None of this material may be reproduced, used or disclosed, in part or in whole, without the expressed written permission of:

National Institute for Aviation Research

Wichita State University
Wichita, KS

Copyright 2005. All rights reserved.

www.cadcamlab.org
CATIA Drafting CATIA® V5R14

TABLE OF CONTENTS

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Drafting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Drawing Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Pull-down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Drafting Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Views and Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Dimensions and Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Drawing tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Additional options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Bottom Toolbar Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Top Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Graphic properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Drafting Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Starting a New Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating Views from a Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Front View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Orientation Circle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Projection View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Isometric View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Advanced Front View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Local Axis System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Unfolded View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Extracted View from 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Auxiliary View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Section Views and Section Cuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Detail Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Clipping Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Broken View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Breakout View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Configuration of Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Modifying Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Sheet Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

© Wichita State University Table of Contents, Page i

CATIA Drafting CATIA® V5R14
Modifying Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
View Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
View positioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Locating Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
View Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Restore Deleted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Updating Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Show/NoShow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Callout properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Callout Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Unbreak and Unclip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Modifying Projection Plane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Dimensioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Creating Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Length/distance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Angle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Radius . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Diameter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
General dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Dimensions with Intersection points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Chamfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Thread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Coordinate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Hole dimension table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Coordinate dimension table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Chained . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Cumulated . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Stacked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Fillet Radius Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Dimensions for curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Setup Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Geometrical Dimensioning and Tolerancing . . . . . . . . . . . . . . . . . . . . . . . 133
Modifying Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Top Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Pull Down Menu Tools, Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Geometrical Tolerance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Positioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Interruptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Generating Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

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Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Creating Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Modifying Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Top Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Adding a Leader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Orientation Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Positional Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Attribute link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Replicate Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Query Object Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Isolate Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Element Positioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Creating Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Balloon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Roughness Symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Welding Symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Weld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Center lines and Axis lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Area Fill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Modifying an Area Fill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Top Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Graphical properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Arrows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Creating an isometric view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Creating a view from a scene . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Generate balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Bill of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Other views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Properties of a part in an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Overload properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Cut, Copy and Paste views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Views of parts of an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
View Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

2D Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Creating a view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Drawing tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
View plane definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Multiple view projection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
2D Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

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Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Geometry in all viewpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Filter generated elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Problem #01 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Problem #02 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
Problem #03 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Problem #04 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Problem #05 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Problem #06 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Problem #07 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Problem #08 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Problem #09 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Problem #10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Problem #11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Problem #12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Problem #13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Problem #14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Problem #15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Appendix A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Mechanical Design - Drafting - General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Mechanical Design - Drafting - Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Mechanical Design - Drafting - View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Mechanical Design - Drafting - Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Mechanical Design - Drafting - Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Mechanical Design - Drafting - Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
Mechanical Design - Drafting - Manipulators . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Mechanical Design - Drafting - Annotation and Dress-Up . . . . . . . . . . . . . . . . . . 311
Mechanical Design - Drafting - Administration . . . . . . . . . . . . . . . . . . . . . . . . . . 312

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Introduction
CATIA Version 5 Drafting
Upon completion of this course the student should have a full understanding of the
following topics:

- Creating drawings

- Creating views

- Modifying views

- Creating detail, broken, auxiliary and section cut views

- Dimensioning and marking up view geometry

- Creating text

- Using symbols, details and patterns in a drawing

- Creating and modifying basic geometry

- Using folding lines and multi-view projections to create view geometry

- Creating and using backgrounds

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Drafting
Currently, it is necessary for designers to create paper drawings and layouts of their parts
and assemblies. This course will cover the steps necessary to create multiple view drawings
and detail sheets of parts and assemblies. This will include all annotations and dimensions
that are necessary to finish a completed drawing.

The drafting workbench includes a variety of icons that allow for the creation of these
drawings. It is normally considered that the workflow should be from 3D to 2D. There are
some tools for generating 2D geometry independent of a 3D model but it is not a common
occurrence in most cases.

You should already have a good understanding of Part Design upon starting this course.
This will complete a basic cycle of events from designing your own parts and creating a
multiple view drawing. The course will also show how you can create a multiple sheet
drawing of an assembly as well as the detail drawings of the individual parts. Unfortunately
the industry still requires and depends heavily on paper drawings. There has been much
discussion on “paper-less” environments where the end users would just pull up the design
on the computer and analyze the areas of interest. In the future that may be the case but
until then this is an extremely important aspect of your V5 knowledge.

At any point it will be necessary to create drawings for technical publications and
handbooks. This class will also explore the options available to export pictures from
CATIA to wordprocessors that then could be used to create technical documents or even
web documents.

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Drawing Screen

This is how the drawing screen looks with two sheets and one empty view. Normally when
starting a new drawing you will only have one sheet and no views. Notice that this screen
looks a little different than the Part Design screen.

A Each sheet created in a drawing is represented in the specification tree. It is possible

to create many different sizes of sheets.

B Each view created in a drawing is represented in the specification tree under the
sheet the view belongs to.

C The current sheet is shown in each drawing. The different sheets are represented
along the top with tabs and you can change the current sheet by selecting the
appropriate tab.

D Each view created has a view axis that represents the orientation of the current view.
It is possible to hide or show the view axis.

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Pull-down Menus

File

Page Setup You can change the Standard

that you want to use and based
on that standard you can change
the Sheet Style. You can also
insert a background view and
apply this to just the current
sheet or to all of the sheets.

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Edit

Find Finds text

Auto Search Allows you to select a portion of a profile and it will go ahead and select the
contiguous elements

Background Allows for the creation of title blocks and frames

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View

Drawing Overview Gives an overview window of the drawing, allowing you to zoom in
on an area of the geometry

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Insert

Views Inserts various types of views

Drawing Inserts drawing elements such as sheets

Dimensioning Creates dimensions

Generation Generates dimensions from constraints

Annotations Creates annotations

Dress Up Inserts additional features such as thread notation, arrows and

area fills

Geometry creation Creates geometric elements

Geometry modification Modifies geometric elements

Picture Inserts a picture (jpeg, tiff, bmp, etc.)

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Tools

Positioning Positions elements and dimensions

Analyze Analyzes your dimensions

Multi View (2.5 D) Used to project geometry to different

views

Dimension generation Analysis and filters for generating

dimensions from constraints

Import a generative view style Imports a view style

Reset All Defaults Resets the defaults

Import External Format Allows you to import an external file such as a dwg,
dxf or cgm

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Drafting Workbench
Views and Sheets

Changes workbenches Creates a clipping view

Selects geometry Creates a clipping view using a

profile
Free rotation
Creates a broken view
Creates a front view
Creates a breakout view
Creates an unfolded view
View creation wizard
Extracts a view created in 3D
Creates a view configuration
Creates a projection view based on front, top and left

Creates an auxiliary view Creates a view configuration

based on front, bottom and right

Creates an isometric view

Creates a view configuration
based on all views
Creates an advanced front view
Creates a new sheet
Creates an offset section view
Creates a new detail sheet
Creates an aligned section view
Creates a new view
Creates an offset section cut
Instantiate a 2D component
Creates an aligned section cut

Creates a detail view

Creates a detail view using a

profile

Quick detail view

Quick detail view using a profile

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Dimensions and Annotations

Creates a dimension Creates text

Creates chained dimensions Creates text with leader

Creates cumulated dimensions Replicates text

Creates stacked dimensions Creates a balloon

Creates length/distance Creates a datum target

dimensions
Text template placement
Creates angle dimensions
Creates a roughness symbol
Creates radius dimensions
Creates a welding symbol
Creates diameter dimensions
Creates a weld
Creates chamfer dimensions
Creates a table
Creates thread dimensions
Imports a table from a CSV file
Creates coordinate dimensions
Creates center lines
Hole dimension table
Creates center lines with
Coordinate dimension table reference

Re-route dimension Creates threads

Creates interruptions Creates threads with reference

Removes interruptions Creates an axis lines

Creates a datum feature Creates axis lines and center lines

Creates geometrical tolerances Creates an area fill

Generates dimensions from 3D Creates arrows

Generates dimensions from 3D

step by step

Generates balloons

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Drawing tools

Creates a point Creates an oriented rectangle

Creates a point using coordinates Creates a parallelogram

Creates equidistant points Creates a hexagon

Creates an intersection point Creates an elongated slot

Creates a projected point Creates an elongated curved slot

Creates a line Creates a keyhole

Creates an unlimited line Creates a centered rectangle

Creates a bitangent line Creates a centered parallelogram

Creates a bisect line Creates a spline

Creates a line normal to a curve Creates a connect curve

Creates a circle Creates a parabola

Creates a circle through 3 points Creates a hyperbola

Creates a circle using coordinates Creates a conic

Creates a circle tangent to 3 Creates rounded corners

elements
Chamfers elements
Creates an arc
Trims elements
Creates an arc through 3 points
Breaks elements
Creates an arc through 3 points
using limits
Quick trim
Creates an ellipse
Closes elements
Creates a user-defined profile
Generates the complement of an
element
Creates a rectangle

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Drawing Tools Continued

Mirrors elements

Symmetries elements

Translates elements

Rotates elements

Scales elements

Offsets elements

Geometrical constraint

Constraint by dialog

Contact constraint

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Additional options
These options are available if you add these toolbars using the pull down menu View,
Toolbars.

Creates projected geometry in the current view using 2 other views

Modifies the 3D definition of the view plane

Shows geometry in all viewpoints

Analyses the dimensions positioning

Positions elements such as views and annotations

Aligns dimensions between each other or relative to geometry

Aligns a system of dimensions

Positions dimensions

Positions and orients objects

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Bottom Toolbar Changes

Tools Toolbar

Alternatively displays or hides sketcher grid

Activates the snap to grid option

Activates analysis display mode

Shows 2D constraints in active view

Creates 2D constraints detected in current view

Applies a visual filter on generated elements

Allows for selection of dimension systems

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Top Toolbar

Changes the current style for graphic properties

Text

Changes the current font

Changes the size of the font

Toggles the bold style for text Sets the anchor point position for
text
Toggles the italics style for text

Toggles the underline style for text

Toggles the strike thru style for text

Sets up a frame around the text
Toggles the overline style for text

Toggles the superscript style for text

Toggles the subscript style for text

Changes the paragraph style to left

justification
Insert a symbol into some text
Changes the paragraph style to
center justification

Changes the paragraph style to right

justification

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Dimension

Dimension lines set to normal

Dimension lines set to be extended

Dimension lines set to use a leader with one part

Dimension lines set to use a leader with two parts

Changes the current tolerance style

Changes the tolerance

Changes the current numerical style

Changes the precision

Graphic properties

Changes the color

Changes the thickness

Changes the linetype

Changes point symbol

Changes the current layer

Copies the properties of the currently selected object

Change a pattern currently used in the drawing

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Drafting Basics
Starting a New Drawing
This will cover the necessary steps to create and modify a CATIA Drawing. There are a
couple different ways to start a CATIA Drawing. The first way is to start a model the same
way that you created a document in other classes, with pull down menu File or using the
equivalent icon in the bottom toolbar. Another way is to be in a document such as a part or
assembly and then change to the Drafting workbench.

The first method will be discussed now. This is useful if you want to just start a new
drawing and begin modeling in 2D.

Select the new icon in the bottom toolbar. This allows you to create a new
document. The document that is created depends on the selection you make: either an
analysis, drawing, part, or product.

Select Drawing. This will allow you to create a new type of document called a
CATDrawing.

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Select OK. This will open the New Drawing window. This is used to determine the
drawing’s standard, sheet style and orientation.

Standard You have several standards to choose from the most common ones
being ASME, ANSI, ISO and JIS.

Sheet Style Defines the size of the sheet, in terms of ASME you have A through F
sizes along with Letter and Legal. The Width and Height will be
specified in the corresponding locations. In addition to those options
you have a J U.S. Standard.

Orientation Defines the orientation, whether it is Portrait or Landscape.

Set the Standard to be ASME, Sheet Style to be A ANSI and the orientation to be
Landscape. Select OK. The new drawing is started and formatted according to the settings
you specified in the New Drawing window.

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When you first start a new drawing, it contains only one sheet, called Sheet.1. The sheet is
formatted to the setting determined for the whole drawing. Later you will use multiple
sheets, but for now you will use only one. You can set some properties for each sheet, such
as, the name of the sheet, the scale for the sheet, the format of the sheet and the projection
method to be used when creating views. You can also specify how the views will be
positioned and define a print area.

Using the third mouse button select on Sheet.1 and select Properties. The Properties
window appears.

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Change the name to be Drafting Sheet 1 but do not press Enter. The name has been
changed to Drafting Sheet 1. You can also change the scale and the format of the sheet here
if you want, but you cannot change the standard of the sheet. You can change the
Projection Method, which determines if it should use first angle or third angle projection
when creating views. The Generative views positioning mode changes where the axis of the
drawing will be. Print Area deals with exact area of the drawing that you wish to print.

Select OK. This closes the Properties window and returns you to the drawing.

Sometimes more than one sheet is needed to contain the entire drawing. CATIA V5 allows
you to add sheets to the drawing and also delete them.

Select the new sheet icon. A new sheet is created and added to your drawing. The
sheet is the same size as the first sheet. You can switch between the two sheets using the
tabs at the top of the drawing or by double selecting on the sheet name in the specification
tree.

The new sheet uses the same scale as the first sheet. You will now delete the sheet you just
created.

Select Sheet.2 from the specification tree and press the Delete key on the keyboard. A
Confirm Sheet Delete window appears. This lets you know that the deletion cannot be
undone.

Select OK. The sheet is deleted.

Close this document. You will now create a new drawing using an alternate method.

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Open the Pawl Hook document. Notice that this is a part that has already been created.
You will now enter the Drafting workbench.

Change to the Drafting workbench. You can change workbenches by using the pull down
menu Start or by using the change workbench icon. A New Drawing Creation window
appears.

Notice that the standard, format, orientation and scale are all set to what you used last time.
You can change those settings by using the Modify button and this will open the New
Drawing window that you saw earlier.

You now have the option of choosing an empty sheet, similar to what you did when you
created a new drawing earlier, or you can choose one of the automatic layouts. The four
options are empty sheet; all views; front, bottom and right; or front, top and left.

Choose the empty sheet option and select OK. This will create a drawing just like before
with one sheet that is empty. For purposes of understanding the other three layouts, pictures
are shown below with the result of each one.

This is the all views option. Notice that all the views are generated and appear in the
drawing, but they do not fit on the sheet. You will learn more about views later in this
course.

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This is the front, bottom and right option.

This is the front, top and left option.

You can play around using the various options and then close all documents when you
are finished.

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Creating Views from a Part

There are many types of views that can be created in CATIA Drafting. This section is
designed to cover all of the various types of views that can be created. As discussed earlier
you can create a drawing in one of two ways, you can either begin a drawing with an empty
sheet or with a configuration of views. Initially you will be starting a new drawing with an
empty sheet.

Before you begin, make sure that you do not have any other windows open in CATIA.

Open the Views document. You should notice that this is a part. You will be creating
views for this part.

Start a new drawing with an empty sheet, the settings should be ASME Standard, D
ANSI Sheet Style and Landscape orientation. You do not want any views in the initial
drawing. You can always assume ASME Standard and Landscape orientation for all
exercises unless otherwise specified.

Change your window configuration to be Tile Horizontally. You can do this by using the
pull down menu Window, Tile Horizontally. It should appear similar to the diagram shown
below.

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Front View
The first view created is normally the front view. You can create a front view by defining
the 3D object that you want to use and defining the plane that should be used to define the
view.

Select the front view icon. This will allow you to define a plane from a 3D object
and create the front view.

Select the plane shown below from the part. This will define the plane that you want to
use for the front view.

The diagram shown below should appear in your drawing window.

Notice that the part appears in the drawing window and you have a blue orientation circle in
the upper right-hand corner of your window. This circle allows you to orient your view
before actually creating it. Once the view is oriented the way you want it then you can
either select on the center dot or select outside the blue circle to create the view. You are
going to investigate the various options that you have available for orienting the view.

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Orientation Circle

You can select on the right or left arrows to rotate your part inside the view to give you a
different plane in which to create your front view. The same goes for the up and down
arrows but it rotates your part in the other direction. This will rotate the part 90 degrees
with each selection. The two curved arrows will rotate your part within this plane either
clockwise or counterclockwise. The amount that it rotates defaults to 30 degrees but you
can edit the angle. You can also use the green knob to rotate your part around by selecting it
and dragging it around the circle, it defaults at 30 degrees but it can be edited as well.

Select the right arrow until you turn it all the way around back to the original
orientation. You should have to select the right arrow four times. The diagrams below
show what your part should look like after each selection.

Select the up arrow until you turn it all the way around back to the original
orientation. You should have to select the up arrow four times. The diagrams below show
what your part should look like after each selection.

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Select the right curved arrow three times. You should notice the green knob now turning
around the circle as well as the part turning. The diagrams below show what your part
should look like after each selection.

Notice that it rotated the part 30 degrees each time. You can modify that by selecting the
third mouse button while on the curved arrow and choose the Edit Angle option.

Using the third mouse button select on the right curved arrow and choose the Edit
Angle option. The Angle window should appear.

Change the Rotating angle to 45 degrees and select OK. Now when you select on the
curved arrows they will rotate the part 45 degrees instead of 30 degrees.

Select the left curved arrow two times. This should turn your part back to its original
orientation.

You can also use the green knob to rotate your part. All you have to do is select the green
knob and while holding the button down, drag it around the circle. This also defaults to 30
degree increments. You can change the settings for how the green knob works by using the
third mouse button. You have to be very careful when trying to select the green knob
because if you select off of it and outside the blue circle the view will be created
automatically. You are now going to change the angle of your part to be at 90 degrees.

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Using the third mouse button select on the green knob. Make sure you are on the green
knob when you press the button. This will give you the following options.

Free hand rotation Allows you to rotate the part at any angle

Incremental hand rotation Allows you to rotate the part at a given increment

Set increment Sets the amount of the increment for Incremental hand
rotation

Set current angle to Allows you to specify an angle that you want to rotate the part

Select the Set current angle to option and choose 90 deg from the menu. This rotates
your part to be at 90 degrees. You are now ready to create the actual view since you have it
oriented the way you want.

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Select on the center dot or select outside the blue circle. The front view is created and
should appear similar to the diagram shown below.

Notice that the frame, dashed box, of the view changed from green to red. The green
signifies that it is the view that is getting ready to be created. The red signifies that the view
is the active view. You will now look at the properties of the view.

Maximize your drawing window. This will allow you more room to work.

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Using the third mouse button select the Front view from the specification tree and
choose Properties. Notice that it is underlined, this also signifies that it is the active view.

Visualization and Behavior

Display view frame Toggles the display of the view frame

Lock View Locks the settings so they can not be changed

Visual Clipping Allows you to display just a portion of the view

Scale and Orientation

Angle Sets the orientation angle of the view

Scale Sets the scale of the view

Dressup All options toggle if you want to see those elements in the view or not and
how those elements will be displayed

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View Name Allows you to specify a name for the view or the 2D component when valid

Generation Mode

Only generate parts larger than Specifies the minimum size a part can be and
still be generated

Enable occlusion culling Allows you to turn on occlusion culling which

will only load the parts that are used in that
view instead of loading all of them

View generation mode Changes how the view is generated, Exact is

all of the geometry, CGR is the external
appearance of the object and Raster is an
image

Generative view style Defines the style that was used to generate this view, this
option is only available if you have turned off the Prevent
generative view style creation option under pull down menu
Tools, Options

You will work more with the properties as you develop more views.

Select Close. This will return you to the drawing. You are now ready to create some more
views.

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Projection View
This view is created by using an existing view, usually the front view, and then selecting a
position for the view. The view that gets created depends on where you select. If you select
to the left of the view then you get the left view. Projection views are created orthogonally
to the active view.

Select the projection view icon. It is located under the front view icon. You can
now position the cursor and select the view that you want to create.

Position the cursor to the left of the front view and select. You should have seen a
preview of the part before you selected. Your drawing should appear similar to the diagram
shown below.

A closer look at the view is shown below.

The blue frame means that it is not the active view.

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Select the projection view icon again and create the top view. Your drawing
should appear similar to the diagram shown below.

A closer look at the view is shown below.

You can move the views around within the sheet. The default setting is for the views to
align with each other. Therefore you can only move the left view right and left and you can
only move the top view up or down. You move the view by selecting on the frame of the
view with the first mouse button and while holding the button down, drag the view with the
mouse. If you move the front view around, all the other views will move with it. You will
learn how to make the views not align later in this course.

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Move the views around so that it appears similar to the diagram shown below.

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Isometric View
To create an isometric view you orient your part in Part Design the way you want it and then
using the appropriate icon you select the body and the isometric view is generated.

Change the configuration of your windows to Tile Horizontally.

Select the isometric view icon. It is located under the front view or projection view
icon. This will allow you to select the part to create an isometric view.

Select the part from the Part window. The preview of the isometric view appears in your
drawing. Once again you can use the orientation circle to orient the view in what ever
position you like.

Select outside the blue circle to create the view. It should appear similar to the diagram
shown below. Note: only the view is shown below.

Move the isometric view so that your drawing appears similar to the one shown below.

Save your drawing and close all documents.

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Advanced Front View

The advanced front view option works exactly the same as the front view option except that
you can specify additional information during the creation of the view. Examples of the
information that can be specified are the view name and view scale.

Open the Advanced Front View document. You are going to create a new drawing
using the advanced front view option.

Start a new drawing with an empty sheet, the settings should be ASME Standard, D
ANSI Sheet Style and Landscape orientation. You do not want any views in the initial
drawing. You can always assume ASME Standard and Landscape orientation for all
exercises unless otherwise specified.

Change the configuration of your windows to Tile Horizontally.

Select the advanced front view icon. It is located under the front view or isometric
view icon. A View Parameters window appears. You can specify the View name and the
Scale for the view before you create the actual view.

Change the View name to be Large View and the Scale to be 2.0 and select OK.

Select the face shown below.

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Create the view. You can create the view by selecting on the sheet or by selecting the
center of the orientation circle. It should appear similar to the diagram shown below.

You should notice that the name of the view is Large View and it has a scale of 2:1 just like
you specified. You will now create a front view using a local axis system.

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Local Axis System

When you create a view from your part, you have the option to select an axis system that
you want to use as the view axis. If you do not select an axis system before selecting the
part then it will use the global axis as the view origin.

Select the front view icon. You are going to select an axis system first and then
define the plane for orientation.

Select Axis System.1 from the specification tree in the part and then select the same
face as before. You will probably have to expand the Axis Systems branch in order to see
the actual axis system.

Create the view. The view is created similar to the diagram shown below.

Notice that the view axis is in the location of the local axis system from the part instead of
using the global axis position.

Save your drawing and close all documents.

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Unfolded View
The unfolded view option is used to create a view of a sheetmetal part created in CATIA. It
is defined similar to the front view but it unfolds the view for you onto the drawing. This
option only works with parts created using the sheetmetal options available in CATIA.

Open the Unfolded View document. You should notice that this is a part with Sheet
Metal Parameters. You will be creating an unfolded view of this part.

Start a new drawing with an empty sheet, the settings should be ASME Standard, D
ANSI Sheet Style, Landscape orientation. You do not want any views in the initial
drawing. You can always assume ASME Standard, Landscape orientation for all exercises
unless otherwise specified.

Change your window configuration to be Tile Horizontally. You can do this by using the
pull down menu Window, Tile Horizontally.

Select the unfolded view icon. It is located under the front view or advanced front
view icon. This will allow you to select a face of the part to create an unfolded view.

Select the face of the part shown above. The preview of the unfolded view appears in
your drawing.

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Select outside the view to create the view. It should appear similar to the diagram shown
below. Note: only the view is shown below.

If the axis lines do not appear in your view, change the Properties of the view to show
Axis under Dress Up. Notice that the view shows the sheetmetal part as if it was unfolded.
This will give you an accurate view of the actual piece of sheetmetal that would be required
to bend into the desired shape.

Note: This is very different than creating a front view of this part using the same face. The
diagram below shows you what the front view would have looked like.

It is important to remember that this option only works if the part was created with the
sheetmetal options.

Save your drawing and close all documents.

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Extracted View from 3D

The extracted view option will create a view extracted from a part that has a view defined.
It is defined by selecting a view that was created in other operations. This exercise will
show you how to use this option with a view generated for functional dimensioning and
tolerancing.

Open the Extracted View document. You should notice that this is a part with a
Annotation Set that includes a Front View. You will be extracting a view from this FD&T
view.

Start a new drawing with an empty sheet, the settings should be ASME Standard, D
ANSI Sheet Style, Landscape orientation. You do not want any views in the initial
drawing. You can always assume ASME Standard, Landscape orientation for all exercises
unless otherwise specified.

Change your window configuration to be Tile Horizontally. You can do this by using the
pull down menu Window, Tile Horizontally.

Select the view from 3D icon. It is located under the front view or unfolded view
icon. This will allow you to select a FD&T view from the part.

Select the FrontView from the specification tree of the part. It should show you a
preview of the view in the drawing window. It is important to note that the view created in
FD&T should use the same standard as the sheet that is defined.

Select outside the view to create the view. It should appear similar to the diagram shown
below. Note: only the view is shown below.

It is important to remember that this option only works with parts that have views defined
from a previous operation such as functional dimensioning and tolerancing.

Save your drawing and close all documents.

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Auxiliary View
The last projection view that will be covered is the auxiliary view. This is used to create a
view that is not orthogonal to an existing view but is looking at a particular side of the part.
It is defined by selecting an element that defines a view plane in the current view.

Open the Auxiliary View drawing. Make sure you open the CATDrawing and not the
CATPart. You should see a drawing that contains a Front view and a Top view.

You are going to create a view looking at the angled side of the Front view as shown above.

Select the auxiliary view icon. It is located under the front view or view from 3D
icon. This will allow you to select an existing line to define the orientation of the view or
you can define a start point and end point to define your own line. Either way it will create
a view looking at your part normal to the defined line.

Select the line shown above from the Front view. This will define your auxiliary view to
look at the slanted portion of the part. You now need to define where you want the auxiliary
callout to be positioned.

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Select somewhere to the right of the angled line. Now you can define the position for
your view.

Select to the right of your auxiliary callout. The view should appear similar to the
diagram shown below.

You can always reposition your auxiliary view by selecting on the frame and moving it.
This method used an existing line but it is important to remember that you can define your
own line by selecting a start point and an end point.

Save your drawing and close all documents.

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Section Views and Section Cuts

Section views and section cuts are views that show the profile of a part at a position, with
the areas that contain material being filled with a pattern. If the part has a material applied
to it then the pattern will display based upon that material. The difference between a section
view and a section cut is that a section view will show what geometry lies beyond the cut
line whereas a section cut will only show what exists at the cut line. The cut line can be
either a single line or it may have jogs in it to show a cut through the same part at different
places. Also available are aligned section views and aligned section cuts. The aligned style
allows there to be cut lines that are not parallel and the resulting view is shown
perpendicular to the cut lines.

Open the Section Views and Cuts drawing. Make sure you open the CATDrawing and
not the CATPart. You should notice that the Front view is active since the outline is red.
You are going to want the Top view to be active since you are going to create a section view
using the Top view.

Double select on the Top view. The frame of the Top view should change to red. Before
you define the cut line you will want to open the Section Views and Cuts part.

Open the Section Views and Cuts part and Tile Horizontally. You do not have to have
this part opened in order to create a section view but it will show you the cut plane in the 3D
part as you define the cut line.

Select the offset section view icon. This will allow you to define a cut line in your
top view.

Select to the first location to define the beginning of your section cut as shown below.

Move your mouse over to the second location as shown above but do not select the
location.

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You should notice the cut plane appears in the part window as you are defining the cut line.
It should appear similar to the diagram shown below.

Double select at the second location. Since this is the end of your cut line you must
double select. You can now position your section view.

Position the view above the Top view as shown below. You should notice the section
arrows appear on your cut line.

Note: You also have the option of selecting circular edges to define the cut lines. If you
select on a circle it will automatically use its center point as the cut line location.

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You are now going to create a section cut.

Select the offset section cut icon. It is located under the offset section view icon.
This will allow you to define cut lines but instead of generating a section view it will
generate a section cut.

Define your cut lines as shown below. The numbers show the order of selection. Make
sure you double select your last location.

Position your view to the right of the Top view as shown below.

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You should notice that the section cut does not show any geometry other than what the cut
line actually touches. That is the difference between a section cut and a section view.

Make the Front view active. You can do this by double selecting on the Front view. You
are going to create an aligned section view using the Front view.

Select the aligned section view icon. It is located under the offset section view or
offset section cut icon. With this option you can create cut lines that are not parallel.

Define your cut lines as shown below. The numbers show the order of selection. Make
sure you double select your last location.

Position the view down and to the left of the Front view. The view is positioned normal
to one of the cut lines.

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Change the Properties of the aligned section view to not show Hidden Lines. It should
appear similar to the diagram shown below.

You have the option of creating aligned section views or cuts, however this exercise only
shows you the option of creating an aligned section view. Creating an aligned section cut is
done in the same manner except you use the aligned section cut icon. Feel free to try
the option out on your own.

The next item that will be discussed in terms of section views and cuts is that you have the
option of using a planar surface or an actual plane from your 3D part to define the cut line.

Make sure you have the part window and the drawing displayed with Tile
Horizontally. This will enable you to see what is going on in both windows. Make sure the
Front View is still active.

Create a plane in your part that is offset from the xy plane 0.25 inches.

Go back to your drawing and select the offset section view icon. You may have to
update your views since you made a change to your part. If you do just select the update
icon.

Select the created plane from your part. Notice the cut line automatically appears in your
Front view. The cut line is not associated or linked to the plane and can be modified in the
drafting workbench.

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Position the view under the Front view as shown below.

You can also create a sketch in your part that can be used to define a section line. When you
use a sketch to define a section line, the section line is associated or linked to the sketch. If
you want to modify the section line you would need to open the part and modify the sketch
and then update your views. If you erase the sketch that was used to define the section line,
then the section line would no longer be linked and it would be converted to a normal
section line that could be modified within the drafting workbench.

Save your drawing and close all documents.

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Detail Views
A detail view is a partial view of a part that is usually at a higher scale to make it easier to
see. CATIA allows for the creation of four different detail views. You can either use a
circle or a profile callout. Besides choosing what you want to use as a callout, you can
either create the detail view so that it uses the 2D projection to determine the detail view or
it can generate the view from the 3D definition. The quick detail options use the 2D
projection to generate the view.

Open the Detail Views drawing. Make sure you open the CATDrawing and not the
CATPart. You should notice that the Front view is active since the outline is red. You are
going to create a couple of detail views to draw attention to various areas that may be hard
to understand with the current views.

Select the quick detail view icon. It is located under the detail view icon. This will
allow you to define a circular callout to define the detail view. Since you are using the
quick option this will utilize the 2D projection to define the detail view. A Tools Palette
window appears. This window appears on a variety of icons and will show the available
options for the icon selected. In this case you can specify an exact radius for the callout.
You are going to define the radius by selecting a location instead of keying in a value.

Select the center of your circle and define your radius as shown below. This will define
the area that is used in the detail view. A preview of the area of the view should appear for
you to position on your sheet.

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Position the detail view to the right of the Front view. You should see the view appear
similar to the one shown below. Also you should note that view defaulted to a scale of 2:1.
You can adjust this scale by changing the properties of the view.

Notice that the view name corresponds with the letter assigned to your circle callout. This
was created using the quick detail option. Next, you will create a detail view not using the
quick option.

Make the rightmost isometric view active. You can do this by double selecting on the
view.

Select the detail view profile icon. It is located under the detail view or quick detail
view icon. This option will let you use a profile to define the callout. You can do this by
selecting the endpoints of lines defining the profile. You can either close the profile
yourself or you can double select to end the profile definition. If you double select, the
profile will close automatically using a line connecting the last and first point defined.

Define the profile as shown below. The arrows point to the corresponding endpoints.

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Position the view to the right of the isometric view. It should appear similar to the
diagram shown below.

Notice that this view does not show the profile line past the edges of the part, in other
words, the detail view is trimmed to the part edges. This is because the view is using the 3D
definition to define the view instead of the 2D projection.

You will now create two other detail views to better illustrate the difference between the
quick detail view and the regular detail view.

Make the Bottom view active.

Select the detail view icon. It is located under the detail view profile icon. This will
allow you to define a circular callout. The Tools Palette window appears.

Define a circle as shown below.

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Position the detail view to the right of the Detail B view. It should appear similar to the
diagram shown below. Once again, notice that the view is trimmed to the edges of your
part. Unlike the quick detail option that you used the first time which shows the entire
circle.

Make the leftmost isometric view active.

Select the quick detail view profile icon. It is located under the detail view icon.
This will allow you to define a profile to use as the callout.

Define a profile similar to the one shown below.

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Position the view above the Detail C view. You should notice that the profile definition
does not stop at the edges of the part, instead the entire profile is shown. This is because the
quick options use the 2D projection and not the 3D definition.

Hopefully this exercise gives you a good example of the difference between the various
detail view options.

Save your drawing and close all documents.

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Clipping Views
Clipping views are similar to detail views in the way they can be defined. You have the
option of either using a circle or a profile to define the clipping area just like the detail view.
However the difference is that a clipping view actually changes the current view to just
contain the clipping area. This option is used when the whole part would be too large and
you are only interested in a section of the part. By default the clipped view will maintain its
scale ratio.

Open the Clipping Views drawing. Make sure you open the CATDrawing and not the
CATPart. You should notice that the Auxiliary view is active since the outline is red.

Select the clipping view profile icon. It is located under the clipping view icon. You
are going to define a profile that you want the auxiliary view to contain instead of it
showing the entire part.

Define the profile as shown below. This is done the same way as you defined a profile for
a detail view.

Notice that the view automatically changes after you finish defining the profile.

It is important to understand that this did not create a new view but changed the existing
view to only show the clipped area. The clipping view option will do the same thing except
you define a circular area instead of using a profile.

Save your drawing and close all of the documents.

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Broken View
A broken view is used when you have a long section that is not important to be seen in the
view. This option will allow you to define the two ends of the break and then it will modify
the view so that section will not appear. Breakout lines are generated to show where the
breaks occur.

Open the Broken View drawing. Make sure you open the CATDrawing and not the
CATPart. You should notice that the Front view is active and that the Left view extends
past the sheet. You are going to use the broken view option to modify the Left view to show
the two ends of the beam leaving out the middle section.

Make the Left view active.

Select the broken view icon. You are going to define two break lines that will define
the area to remove when modifying the view.

Select inside the beam edges at the location shown below. Once you select the location
you can either create the broken view to break horizontally or vertically. In this case you
want the break to be vertical.

Select above the previous location. You will now be able to define the other break line so
that it can remove the area between them.

Select inside the beam edges at the location shown below.

Select outside the view on the sheet. The broken view is generated. However the view is
still partially off the sheet and the label is to the right of the actual geometry.

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Drag the text underneath the geometry. You can drag the text if you hold the first mouse
button down while on the text.

Drag the view over to the right until it is completely on the sheet. You can drag the
view by holding the first mouse button down on the frame of the view. The finished
drawing should look similar to the one shown below.

You can define more than one break in a view but it has to be in the same direction. That
would be useful if there was a pocket removed out of the middle of the beam and you
wanted to break the view in order to show the two ends and the pocket definition.

Save your drawing and close all documents.

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Breakout View
A breakout view is used when you have a current view that needs to have a section removed
in order to better see the definition that is behind the section. Hidden lines could be used to
show the definition but sometimes it is not very clear because of the number of hidden lines.
You can define a profile of the section that you want removed in the view and then you have
the option of using a 3D viewer to define the depth of removal using another view. This
will modify the existing view to show the breakout.

Open the Breakout View drawing. Make sure you open the CATDrawing and not the
CATProduct. You should notice that the Front view is active. There are two top views, one
with hidden lines and one without. The one with the hidden lines is a little congested
because of the hidden lines of the bracket. In this particular case you are more concerned
with what the top view looks like without the top of the bracket.

Make the left Top view active.

Select the breakout view icon. It is located under the broken view icon. You are
going to define the break out area to remove when modifying the view.

Define the profile as shown below. The Tools Palette window appears allowing you to
specify the length and angle of each linear section. You can define this profile exactly the
same way as you defined a profile using the detail or clipping option.

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After you define the profile a 3D Viewer window should appear.

The 3D Viewer allows you to see a preview of the depth of the removal and you can use the
orange line to define the depth of the cut. If you use the line in the 3D Viewer it is not
linked to any geometry and is only an approximate location. You can also define the depth
by selecting an element in another view and it will be linked to that element. In addition,
you can specify a Reference element and a Depth using the available options.

Animate Allows the 3D Viewer window to change as you position your

cursor in another view.

Depth Definition

Reference element Specifies the element that you want to use as the depth and
you have the additional option of defining a Depth from that
element.

Select the Animate option in the 3D Viewer window.

Move the cursor to the Front View. Notice that the image changes to show the Front view
orientation.

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Select the bottom dashed line of the bracket as shown below. This will define the depth
of the breakout.

Select OK. Even though the position may change as you move the cursor to the OK button
it should keep the selection specified. The breakout view takes affect and the Top view
changes. It should appear similar to the diagram shown below.

This option can be very useful to show an area of internal material, rather than using hidden
lines. You should notice that this option only modifies an existing view just like the broken
view and clipping view options.

Save your drawing and close all documents.

This finishes the discussion on creating views individually. You will now investigate the
configuration options available.

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Configuration of Views
There are four options to create a configuration of views on your sheet. Three of them are
preset configurations and the other one is a creation wizard that lets you define the
configuration. The three that are preset are Front, Top and Left; Front, Bottom and Right;
and All views. You will experiment with the presets and then create your own
configuration using the wizard.

Open the Configuration part. You will be creating views for this part.

Start a new drawing with an empty sheet using the same options as before. You do not
want any views in the initial drawing.

Change your window configuration to be Tile Horizontally.

Select the front, top and left icon. It is located under the view creation wizard icon.
You now must select the part that you want to use to create the views.

Select the top circular face of the part as shown below. You should see a preview of the
three views in the drawing.

You can move your cursor inside the other view boxes and it will show you the preview of
that view. You also have the option of orientating the views using the blue orientation
circle.

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Select outside one of the views. This creates all three views.

Select undo until the three views disappear. You are going to use the other two preset
options next.

Select the front, bottom and right icon. It is located under the view creation wizard
or front, top and left icon.

Select the same face as you did before.

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Select outside one of the views. This creates all three views.

Select undo until the three views disappear. You are going to use the last preset option
next.

Select the all views icon. It is located under the view creation wizard or front, bottom
and right icon.

Select the same face as you did before.

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Select outside one of the views. This creates all of the views.

As you can see these options are very easy to use and they provide a quick method of
creating multiple views. However, you do not have the option of specifying which views
you get or their location with respect to one another. That is what the view creation wizard
allows you to do.

Select undo until the views disappear.

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Select the view creation wizard icon. It is located under the all views icon. This
will open a View Wizard window.

Front, Right, Top configuration

Front, Left, Top configuration

Front, Right, Bottom configuration

Front, Left, Bottom configuration

All views except Rear configuration

All views configuration

Third angle projection Determines how the projection views will be created

Toggles link to main view Toggles between having the projection views linked to
the main view or not having them linked

Minimum distance between each view The minimum distance between view frames

The main view is what all of the projection views will be linked to, meaning if you move
that view all the other views will move with it. You can specify which view is the main
view by selecting the view with the third mouse button and choosing the Set as main view
option. It is important to note that only the front view or isometric view can be used as the
main view.

You can also remove a view from the configuration that you choose by selecting the view
with the third mouse button and choosing the Delete option.

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Select the all views except rear configuration from the window. This icon is
referred to as Configuration 5 when you have your mouse on it. The configuration should
appear inside the window.

Delete the Left and Bottom view. You can do this by selecting the view with the third
mouse button and choosing Delete. The main view should be the front view and the
projection views should be linked to the main view. The green box around the Front view
signifies that it is the main view.

Change the Minimum distance between each view to be 1.5 inches.

Select Next. This will take you to the next step. The View Wizard window changes as
shown below.

Front view Left view

Rear view Right view

Top view Isometric view

Bottom view Clears the preview area of all

views

These options allow you to add additional views to your configuration. You can also drag
the existing views to different locations in order to design the proper configuration.

Drag the Front view down one spot. You can do this by pressing and holding the first
mouse button while on the view and then move the mouse down.

Drag the Right view, Top view and Isometric view down one spot.

Select the rear view option. It appears in the window in the upper left location. You can
now position the view by moving the mouse.

Position the Rear view above the Top view.

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Select the isometric view option and position it above the other Isometric view. Your
View Wizard window should appear as shown below.

Select Finish. It now wants to know what body to use for the view creation.

Select your part on the top circular surface. A preview of the views appears just like it
did with the preset configurations.

Select outside one of the views. The views should generate. Notice that they do not fit on
the specified sheet. You will learn how to modify your views and their layout later.

As you can see this is an easy way to create projection and isometric views. However, if
you want unfolded, FD&T, auxiliary, section, detail, clipping, broken or breakout views you
still have to use the options discussed earlier.

Save your drawing and close all documents.

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Review
In this exercise you will create a set of views from an already created part.

Open the View Review document and save with your initials.

Start a new drawing with an empty sheet using the same options as before. You do not
want any views in the initial drawing.

Create a Front, Right and Top view and position them similar to the diagram shown
below. You can use any method you want to create those views.

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Create a section view going through the center of the Front view and position it as
shown below.

Create a detail view and position it as shown below. Remember to make the section
view active before you try to create the detail view from it.

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Create an Isometric view and position it as shown below.

Create another Isometric view and position it as shown below.

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Modify the last view to only show the section that is shown in the diagram below.

Create another Isometric view and position it as shown below.

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Make that view a broken view as shown below.

Make sure you save this drawing as Review with your initials. This drawing will be
used in the next section of the book and it is important that you have this drawing available.

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Modifying Sheets
Earlier you were introduced to the properties of a sheet and a view. This section will go into
more detail about the options of the sheet.

Sheet Properties

Most sheet properties are determined when you create the sheet however you can change
most of the properties. Using this option you can modify the sheet name, its global scale
and the projection method that it uses.

Name Renames the sheet

Scale Changes the scale of all the views on the sheet

Format Specifies the size of the sheet and whether you want
the sheet size to be displayed. You can also change the
orientation the sheet uses.

Projection Method Determines whether you are going to use first angle
projection or third angle projection when creating
views

Generative views positioning mode Allows you to specify how the generative views are
positioned

Print Area Allows you to adjust the print area of you drawing

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There are other options can be changed by using the pull down menu File, Page Setup.

Page Setup

Most of these options are the same ones that were discussed earlier.

Standard Determines the drawing standard that will be used

Update Updates the standards to reflect the latest changes to the standard file

Sheet Style Determines the size of the sheet based on the Standard

Orientation Determines whether the sheet is Portrait or Landscape

Background

Insert Background View Allows you to insert a background from another

document

Apply on

Current sheet Applies the settings on just the current sheet

All sheets Applies the settings on all sheets

In this exercise you will not be changing any of the settings or properties for the sheet.
However, if you wish to play around with the options feel free to do so.

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Modifying Views
The view properties window was discussed earlier in the book but this section will show the
options and then proceed with the exercise of modifying some of these properties.

View Properties

Visualization and Behavior

Display view frame Toggles the display of the view frame

Lock View Locks the settings so they can not be changed

Visual Clipping Allows you to display just a portion of the view

Scale and Orientation

Angle Sets the orientation angle of the view

Scale Sets the scale of the view

Dressup All options toggle if you want to see those elements in the view or not and
how those elements will be displayed

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View Name Allows you to specify a name for the view or the 2D component when valid

Generation Mode

Only generate parts larger than Specifies the minimum size a part can be and
still be generated

Enable occlusion culling Allows you to turn on occlusion culling which

will only load the parts that are used in that
view instead of loading all of them

View generation mode Changes how the view is generated, Exact is

all of the geometry, CGR is the external
appearance of the object and Raster is an
image

Generative view style Defines the style that was used to generate this view, this
option is only available if you have turned off the Prevent
generative view style creation option under pull down menu
Tools, Options

Open your Review drawing if it is not still open. This is the drawing that you did in an
earlier exercise. This drawing should contain a Front, Top, Right, Section, Detail, and three
Isometric views. One of the isometric views was clipped and another one was broken. The
first thing you are going to modify is the display of hidden lines. If you do not have this
drawing there is an existing one in the class models directory.

Select the Front, Top, Right and the clipped Isometric view. You can do this by holding
the Ctrl key down and selecting them.

Press the third mouse button and select Properties. You have to be on one of the views
in the specification tree.

Go to the View tab and under Dressup toggle the Hidden Lines option on and select
Apply. The hidden lines should appear in all four views. This is a nice feature in that you
can change the properties of multiple views at the same time instead of having to change the
properties one view at a time.

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Select OK. The drawing should appear similar to the diagram shown below.

Next you are going to display the center lines in the front and the right view.

Select the Front and Right view and change the properties to show Center Lines. You
should notice the center lines appear at the center of every circle. Now you are going to
display the axis lines in the top view.

Change the properties of the top view to show Axis lines. You should notice axis lines
appear down the center of all the holes.

Go to the properties of the clipped isometric view. You are going to change the name of
this view and its scale.

Change its name from Isometric view to Clipped view and select Apply. You should
notice the name change in the view and in the specification tree.

Change the scale from 1:1 to 2 and select Apply. Notice the view grew twice its size and
the notation for the view states that is has a Scale: 2:1.

Select OK. Most likely this view is interfering with some of the other views. You are going
to drag the views to reposition them.

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View positioning
Reposition the views to look similar to the diagram shown below.

Did you notice that when you moved the Front view the Top, Right and Section views
moved as well? This is because the views are linked and are forced to be aligned with the
Front view. You are going to move the Section view up a little.

Try to move just the Section view up. You cannot move it in that direction because that
would force the view to be unaligned.

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Using the third mouse button select on the Section view and choose View Positioning.
The following options appear.

Set Relative Position Positions the view relative to a location

Position Independently of Reference View Breaks the positional link between views

Superpose Allows one view to be put on top of another

with the origins of each view at the same
location

Align Views Using Elements Aligns views using the geometry in the views

Select the Position Independently of Reference View option. This will allow the view to
move to an unaligned position.

Now move the Section view up a little. The view moves up. You have the option of going
back to the View Positioning option and choosing Position According to Reference View if
you want the view to be aligned again. You are going to position the top line of the Detail
view to be aligned with the top line of the Top view.

Using the third mouse button select on the Detail view and choose View Positioning,
Align Views Using Elements. You can now specify the two elements that you want to
align.

Select the top horizontal line in the Detail view and the top horizontal line in the Top
view. The Detail view moves to align the two lines. If you would have selected the line in
the Top view first then the Top view would have moved instead of the Detail view.

You can also place one view on top of another using the origins of the views.

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Using the third mouse button select on the Section view and choose View Positioning,
Superpose. You can now choose which view you want this one to position itself on top of.

Select the Front view. The view is positioned on top of the Front view.

Select the undo icon. The Section view moves back to its previous position.

There is another option that can be used for positioning views but it is not used very often
and it will be covered with positioning annotations. The element positioning icon can be
found under the Positioning toolbar. You will probably have to turn that toolbar on to
see the icon.

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Locating Views
On large drawings there are times when it is hard to tell where a corresponding detail or
section view is located. Also, it can be hard to tell where the parent view of a detail or
section view is located. A couple of options to help you locate views will be covered.

Press the third mouse button while on the section line callout in the Front view.
Options appear.

Select the Locate Resulting View option. The corresponding section view is shown.

Press the third mouse button while on the Section view. Options appear.

Select the Locate Reference View option. The parent view of the section view appears,
which is the Front view.

View Names
You are going to move around some of the view names so that they are in positions that are
easier to read. There are a lot of properties that you can change involving the text but they
will be covered later.

Press and hold the first mouse button while on the view name for the Front view and
drag the name down away from the section line. This should make it easier to read the
view name along with making it easier to see the section arrow.

In the Clipped view, select the view name and press Delete. You are going to have
CATIA recreate the view name.

Using the third mouse button select on the Clipped view and select Clipped view object,
Add View Name. Notice the view name reappears outside the clipped area. This option can
be useful if you accidentally delete your view name.

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Restore Deleted
You can delete elements from your views after they have been generated in order to develop
a better looking view. Sometimes you may accidentally delete an element that you wanted
to keep and did not realize until it was too late to undo. The restore deleted option allows
you to have the view get regenerated in order to restore that element.

In your Right view delete one of the vertical lines in the middle. Since you deleted the
element it is not possible to get it back other than by using the undo option.

Save and close your drawing.

Open your drawing again. Notice that the undo option is no longer available. However,
using the Restore Deleted option you can have the view get regenerated with that line.

Using the third mouse button select on the Right view and select Right view object,
Restore Deleted. A Restore deleted elements window appears.

Select OK. The window closes and the update icon is available.

Select the update icon. This will update the views restoring the deleted element. You
should note that without using the Restore Deleted option and only using a force update
command the line would not have been regenerated.

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Updating Views
You are going to modify the View Review part that was used to create this drawing and then
update the views in order for them to rebuild with the modification. When updating views,
you can specify which views you want to update by selecting them from the tree, pressing
the third mouse button and selecting Update Selection. The views that still need to be
updated will show the update symbol on the icon in the specification tree.

Open the View Review part. Make sure you leave your drawing open at the same time.

Modify Hole.3 to be 0.5 inches in diameter.

Go back to the drawing window. Notice that the update icon is available. Since the part
has been modified, the update icon is available but it does not update automatically.

Select the update icon in the bottom toolbar. All the views that contained that hole are
updated with the new size. If you isolate a view then you will not have the option of
updating the view when modifications occur to the part.

Using the third mouse button select on the Right view and select Right view object,
Isolate. The icon next to the view changes so you know the view is isolated. You should
note that once a view has been isolated it cannot be associated again without recreating the
view. Most dress up elements will be preserved but they will no longer be associated to the
part geometry.

Go back to the part window and modify Hole.2 to be 0.375 inches in diameter.

Go back to the drawing window and update the views. Notice the hole changed in all
the views that contain the hole except the Right view. This view is no longer associated
with the part geometry.

Close the View Review part without saving. Notice that the views in the drawing remain
unchanged and that there is no update option available even though you did not save the
changes you made to the part.

Save your drawing. A Save warning window will appear telling you that your drawing
points to a modified drawing.

Select OK. The window closes.

Close your drawing. Another warning window will appear.

Select Yes to this window. The window closes along with your drawing.

Reopen your drawing. Now the update option is available.

Select the update icon. The views get updated except for the isolated Right view. You will
investigate the effect that locking a view has on the update process.

Under the properties of the Front view toggle the Lock View option on and select OK.
You should notice a little lock symbol on the view in the specification tree.

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Open the View Review part. Make sure you leave your drawing open at the same time.

Modify Hole.3 to be 0.5 inches in diameter.

Go back to the drawing window. Notice that the update icon is available.

Select the update icon in the bottom toolbar. A Locked view window appears. It
basically states that the locked view was not updated with the change because it is locked.
The other views updated except for the isolated Right view.

Select OK. The window closes.

Change the properties of the Front view to be unlocked. The update icon is available
again.

Select the update icon in the bottom toolbar. The Front view updates with the change.

Close the View Review part without saving. You will have to save and close your
drawing in order to reopen it and update it to the current state.

Save and close your drawing and then reopen it and update it. This seems like a pain
but in reality you probably won’t be making changes to a part and then update your views
and then close your part without saving the changes. But it is important to realize what
could happen to your views if you are not careful.

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Show/NoShow
This short exercise will demonstrate the effect of hiding or showing a part body. This will
cause the generated views to want to be updated.

Open the ShowNoShow part and drawing.

Go to the part and hide Body.4 from the specification tree. This will cause the rod to
hide.

Go to the drawing and update the views. Notice that the views no longer show the rod.

Go to the part and show Body.4 from the specification tree and update your views
again. The rod reappears.

Close these two documents.

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Callout properties

There are many tabs involved with a callout but most will be covered later when annotations
are discussed. The Callout tab is where the display of the callout can be modified. There
are basically three areas: Auxiliary/Section views, Detail Views and Arrows.

Auxiliary/Section views

You have four display options to choose from and you can preview them in the little
window provided in the Properties window. You can adjust the thickness and
linetype of the lines as well as adjust the thickness and length of the extremities.
You can also choose whether to have the anchor point for the arrow be at the head or
tail of the arrow. The Size not dependent on view scale option will allow the arrow
size to remain the same independent of the view scale.

Detail Views

You have three display options to choose from and you can preview them in the little
window provided in the Properties window. You can adjust the thickness and the
linetype of the callout.

Arrows

You can define the length of the arrow along with the style of arrow head and its
length and angle.

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Make sure your Review drawing is still open. If it is not then open your drawing.

Press the third mouse button while on the detail callout located in the Section view and
go to its properties. You are going to change the display option to be circular with arrow
heads instead of circular with text with a leader.

Select the Callout tab and select the middle display option. The preview
changes within the Properties window.

Change the Arrow length to be 1.5 inches, the Head style to be solid with a Length of
0.25 inches and an Angle of 20 degrees. The preview shows the change that will occur.

Select OK. The callout changes.

Press the third mouse button while on the section line and go to its properties. The
section line is located in the Front view. You are just going to look at the different display
options in the preview window.

Select each of the four display options and look at the section line change in the
preview area. Make sure you understand the difference between each option.

Change the Anchor point to head instead of tail. Notice how the section line would
change. However, you do not want to change the section line at all.

Select Close without applying.

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Callout Definition
Besides adjusting the properties of a callout you can also change the definition of a callout.
You do this by double selecting on the callout and some new icons will appear.

Double select on the detail callout in the Section view. This will bring up three new
icons.

Ends the editing of the profile

Allows you to replace the profile with a new one

Inverts the profile direction (not available for a detail callout)

Select the replace profile icon. This will allow you to define a new profile for the
detail view. The old profile will remain until you have defined the new profile. The Tools
Palette window appears.

Define a circular profile on the right side of the section instead of the left. After you
finish defining the new profile, the old profile disappears.

Select the end profile edition icon. Your detail view automatically updates and the
two views should appear similar to the diagram shown below.

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Double select on the section line. The three icons appear again.

Select the invert profile direction icon. This will reverse the direction of the section
arrows defining the opposite view.

Select the end profile edition icon. Notice that the section view changes so that the hole is
now on the right side instead of the left. By inverting the section arrows you basically
reversed the view.

Invert the section arrows back to their original direction and change the profile for the
detail callout to be back at its original location.

Save your drawing but do not close it.

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Unbreak and Unclip

You can unbreak a broken view and unclip a clipped view using these options. You also
have the capability to remove a breakout but this exercise does not involve a breakout.

Using the third mouse button select on the Clipped view in the specification tree and
select Clipped view object, Unclip. The clip is removed and the entire isometric appears in
the view.

Using the third mouse button select on the bottom Isometric view in the specification
tree and select Isometric view object, Unbreak. The break is removed and the entire
isometric appears.

Delete the Clipped view and modify the properties of the bottom Isometric view to show
hidden lines.

Move the views around until your drawing looks similar to the one shown below and
save and close your drawing. You will need to delete one of the isometric views.

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Modifying Projection Plane

This exercise will show how you can change the plane in which a view is associated. This
gives you the capability to modify the orientation of the view after you have created it. All
views that are linked to it will update as well.

Open the View Projection Plane part and drawing.

Using the third mouse button select on the Front view and select on Front view object,
Modify Projection Plane. This will allow you to specify a new plane to determine the view.

In the part select the face as shown below.

Go back to the drawing and change the orientation as shown below. You will see the
result from the new projection plane and the blue orientation circle will be available.

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Select outside the view in order to create the view based on the new projection plane.
The view is created using the new plane. You will have to update in order for the other
views to change. You may notice that the detail view callout is red.

Update the views. All of the views change with respect to the front view except for the
isometric view. The isometric view is not associated with the front view. Notice that the
detail view callout is no longer red.

Using the third mouse button select on the Isometric view and select Isometric view
object, Modify Projection Plane. You are going to change the isometric by defining a new
orientation.

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Go to the part and rotate it around to look similar to the one shown below and select a
flat face of the part. The isometric view will appear using the new projection plane.

Select outside the view to create it. The orientation of the isometric view changes to use
the new projection plane.

Note: You cannot modify the projection plane for top, bottom, right, left, rear, auxiliary,
detail, locked or isolated views.

Save and close your documents.

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Dimensioning
This section will discuss the various methods of creating and generating dimensions. You
will also explore the various options you have to modify the dimensions.

Creating Dimensions
Dimensioning in CATIA V5 can be a little overwhelming due to the amount of options but
once you get a good understanding of the options it is fairly easy to dimension. This
exercise will focus on creating the dimensions manually.

Open the Basic Dimensioning drawing. You are going to use this simple drawing to
experiment creating dimensions. There are four explicit dimension options that will be
covered first. These options are used explicitly to create that type of dimension.

Length/distance Radius

Angle Diameter

Length/distance

Select the length/distance dimensions icon. It is located under the dimensions icon.
This will allow you to create a length or a distance dimension. The Tools Palette window
appears. These options are covered a little later and are also available by pressing the third
mouse button.

In the Isometric view select the line shown below. A length dimension appears. Before
you position this dimension you are going to look at some of the options that you can adjust
before creating the dimension.

Press the third mouse button. A menu appears similar to the one shown below. This will
allow you to make some changes to how the dimension appears while you are creating it.

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Dimension Representation These options appear as icons in the Tools Palette when you
select certain dimension icons

Projected Dimension Decides the representation base on what

element you select and where you position the
dimension

Force Dimension on Element Forces the dimension to be parallel to the

element

Force Horizontal Dimension Forces the dimension to be horizontal, if not

possible then it will be parallel to the element

Force Vertical Dimension Forces the dimension to be vertical, if not

possible then it will be parallel to the element

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Force Dimension along Direction Forces the dimension to measure along a

specified direction. You can define the
direction and have it measure along the
direction, normal to the direction or along a
fixed angle with respect to the view. The sub-
icons that appear in the Tools Palette are
shown below. You can access these options by
pressing the third mouse button again after
choosing the Force Dimension along Direction
option.

Along a specified direction or at a fixed

angle with respect to the direction

Normal to a specified direction

Fixed angle with respect to the view

True Length Dimension Gives the true length of the element, the true
length option generates a purple dimension to
distinguish itself as a true length

Measures from an intersection point This option needs to be selected before

defining the element to dimension in order to
select intersection points of elements. This is
not part of the Dimension Representation.

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Add Funnel

Height, Angle and Width Refers to the height, width and angle of the funnel

Funnel mode Determines whether the funnel will go out External or

go in Internal

Funnel side Determines whether the funnel affects Both Sides, just
the Left or Bottom, or just the Right or Top

External, Both Sides Internal, Left or Bottom

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Value Orientation

Reference The orientation of the value can reference the Screen, View or
Dimension Line

Orientation It can be oriented Horizontal, Vertical or Fixed Angle when

referencing the Screen or View. It can be oriented Parallel,
Perpendicular or Fixed Angle when referencing the Dimension Line

Angle This option is only available if you are defining a Fixed Angle

Position Positions the dimension value either Inside the extremities or Outside
the extremities. It defaults to Auto which will switch the dimension
value based on the room available between the extremities.

Offset The value will be positioned this distance away from the dimension
line.

Select Dimension Representation, True Length Dimension. This will create a dimension
representing the true length of the element.

Press the third mouse button again and choose Add Funnel. You are going to create a
funnel for this dimension. The Funnel window appears.

Enter the following parameters: Height = 0.5, Angle = 30, Width = 0.25, Funnel mode =
External, and Funnel side = Both Sides. This will define the funnel.

Select OK. The funnel is generated.

Press the third mouse button again. Notice that the Add Funnel option is not there,
instead there is an Edit Funnel and a Remove Funnel option.

Select the Value Orientation option. The Value Orientation window appears.

Enter the following parameters: Reference = Dimension Line and Orientation =

Parallel and select OK. The orientation of your dimension value changes.

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Position the dimension up and to the right of the line and select at that location. The
dimension is created. It should appear similar to the one shown below. The dimension will
appear purple if you have the analysis display mode on. The following icon would be
highlighted.

Select the length/distance dimension icon again. This is the same icon you just used.

Select the circle and the horizontal line above the circle in the Top view as shown
below. A distance dimension appears.

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Press the third mouse button. Two new options appear. Only one will be discussed at
this moment.

Extension Lines Anchor Determines where the extension lines will be based.

Anchor 1 Is some location along the circle

Anchor 2 This is always the center of the circle

Anchor 3 Is some location along the circle

These options would appear if you had selected two

circles. You would have to choose an anchor for each
extension line.

Select Extension Lines Anchor, Anchor 3. In this case it uses a location on the circle
which is closest to the line.

Specify the location of the dimension as shown below.

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Select the length/distance dimension icon again.

Select the vertical center line and the leftmost vertical line of the Top view. You are
going to create a half dimension which will automatically double the value and get rid of the
extension line at the center line.

Press the third mouse button. This time you are going to choose the Half dimension
option.

Select the Half dimension option. This is a toggle, therefore any dimensions that you
create after this will also be half dimensions until you toggle the option back off.

Specify a location for the dimension. Notice that the value doubled in value and there is
only one extension line. You are now going to undo the dimension.

Select the undo icon in the bottom toolbar until the dimension disappears.

Delete the other dimensions. You can delete them by selecting them and pressing the
Delete key.

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Angle

Select the angle dimensions icon. It is located under the dimensions or

length/distance dimensions icon. This will create an angle dimension.

Select on the angled line and the top horizontal line in the Right view. Unless you have
already turned the Half dimension off you need to do so now.

Press the third mouse button and select Half dimension. This will toggle the Half
dimension option off.

Press the third mouse button again. Most of these options have already been covered.

Angle Sector Allows you to specify what sector you would like to dimension

Select Angle Sector, Sector 2. The sectors are determined by which element you select
first.

Specify the location of the dimension as shown below.

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Radius

Select the radius dimensions icon. It is located under the dimensions or angle
dimensions icon. This will allow you to create a radius dimension usually used for partial
circles.

Select the large partial circle in the Top view.

Press the third mouse button. The following options appear. The Extend To Center
option allows you to have your dimension line extend to the center point of the circle. Note:
This option is automatically activated sometimes, especially if you have the dimension
located within the circle, you need to move the dimension outside the circle and then
activate the option.

Select Extend To Center to extend the dimension line to the center of the circle. The
dimension line goes all the way to the center point of the circle.

Specify the location of the dimension as shown below.

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Diameter

Select the diameter dimensions icon. It is located under the dimensions or radius
dimensions icon. This will allow you to create a diameter dimension usually used for
complete circles.

Select the full circle in the Top view.

Press the third mouse button. The following options appear. The 1 Symbol option allows
your dimension to have only one arrow instead of two.

Select 1 Symbol. The dimension line changes to have only one arrow.

Specify the location of the dimension as shown below.

Delete all of your dimensions. You are now going to create all the necessary dimensions
for this part using a single icon.

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General dimension
The dimensions icon can be used to create all four of the preceding dimensions without
having to switch icons. CATIA will automatically determine what type of dimension you
want to create based upon the elements that you select. You have the option of overriding
its choice using the third mouse button. All the options that were discussed earlier are still
available if you use the third mouse button.

Select the dimensions icon. It is located under the diameter dimensions icon. It is
very similar to the length/distance dimension icon. This one will allow you to create a
variety of dimensions.

In the Top view select the top left horizontal line and the horizontal line that is below
it. Refer to the diagram below if you need help.

Specify the location of the dimension as shown below.

Double select the dimensions icon. You can double select the icon and it will stay active
until you select the icon again.

In the Top view select the top left horizontal line and locate the dimension up and to
the right of the horizontal line.

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In the Top view select the large partial circle. It should show a radius dimension.

Press the third mouse button. You have the option of specifying a radius or a diameter.

Select the Radius Center option and locate the dimension down and to the right.

In the Top view select the full circle. You want this dimension to be a diameter.

Press the third mouse button and select the Diameter Center option then locate the
dimension down and to the left. You are finished with the Top view. It should appear
similar to the diagram shown below.

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In the Right view select the leftmost vertical line. Make sure that it appears as a length
and not as a diameter dimension. It may appear as a diameter because it knows that the line
represents a curved surface and it defaults to Diameter Cylinder.

Press the third mouse button and be sure that Length is selected. This will switch the
dimension to a length.

Locate the dimension to the left of the line.

Select the leftmost and the rightmost vertical line and locate the dimension above the
part.

Select the rightmost vertical line and locate the dimension to the right of the line.

Select the angled line and the top horizontal line and locate the angle dimension above
the horizontal line. That finishes your Right view. It should look similar to the diagram
shown below.

Save your drawing and close all documents.

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Dimensions with Intersection points

You have an option to create your dimensions from intersection points of existing geometry.
This option is extremely useful to create a dimension from a theoretical sharp corner of a
rounded corner.

Open the Dimensions with int points drawing.

Select the dimensions icon.

Press the third mouse button and select Intersection point detection. If the option is
already selected then you do not need to select it. You can also select this option from the
Tools Palette. This will allow you to create a dimension from an intersection point of the
existing geometry.

In the Right view select the intersection point as shown below.

Select the line and position the dimension as shown below.

Save and close your document.

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Chamfer
The chamfer dimension is used to dimension chamfers. You have to select the chamfer and
then specify the two reference surfaces. These are the surfaces that were trimmed when
creating the chamfer. You can select the lines touching the endpoints of the chamfer to
define the reference surfaces.

Open the Dimensions drawing. You will now investigate some of the other dimension
options.

Select the chamfer dimensions icon. It is located under the dimensions icon. You
are going to dimension the chamfer. Some chamfer options appear in the Tools Palette.
You may also press the third mouse button to get these options.

Length x Length Length x Angle Angle x Length

Length

You can choose whether you want to measure Length x Length, Length x Angle, Angle x
Length or Length with the chamfer dimension. You can also specify whether it should use
one symbol or two symbols. Examples are shown above. These options can be modified
later using the Properties option.

Choose the Length x Length and the one symbol options.

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In the Top view select the chamfer on the right. The chamfer dimension appears. This
will occur only if you have the Detect chamfer option turned on in the Tools, Options. If it
is not then you must define reference surfaces.

If you want the distance to be measured from a particular side you can either select elements
to define the appropriate reference surfaces or you can make sure that you select the chamfer
appropriately. The two options shown below appear depending on where you are selecting
the chamfer. Once again, these will only appear if you have the Detect chamfer option on.

1 Shows the element that will be dimensioned

2 Shows the first reference element

3 Shows the second reference element

Locate the dimension as shown below.

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Thread
This will allow you to create thread dimensions on your drawing. You can create the
dimension on the top view of the thread as well as the side view of the thread.

Select the thread dimension icon. It is located under the dimensions or chamfer
dimensions icon. You are going to put a thread dimension in the Top view.

In the Top view select the thread definition that surround the center hole. This icon
will only allow you to select a thread definition so you do not have to worry about selecting
the wrong element. The thread dimension appears similar to the diagram shown below.

Select the thread dimension icon again. This time you are going to select a line that
represents the thread in the Front view.

In the Front view select the right line representing the thread. Once again it will only
allow you to select thread definition elements so you do not have to be too careful. The
thread dimensions appear similar to the diagram shown below.

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Coordinate
A coordinate dimension is used to display the coordinates of a point location.

Change the properties of the Top view to show 3D points. This will show the points that
were created in the part.

Select the coordinate dimensions icon. It is located under the dimensions or thread
dimension icon. Two new icons appear in the Tools Palette. One allows you get the 2D
coordinates and the other allows you to get the 3D coordinates. If you create a 2D point you
will only be able to get the 2D coordinates for obvious reasons. These options are also
available by pressing the third mouse button.

2D coordinates 3D coordinates

Select the 3D coordinate icon in the Tools Palette. This will allow you to get the 3D
coordinates for a point.

In the Top view select the center point of the middle circle. You can now position the
dimension.

Locate the dimension down and to the left of the part. It should appear similar to the
diagram shown below.

The 2D coordinate option is used in the same manner as the 3D option except it will only
give the two coordinates.

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Hole dimension table

You can generate a hole dimension table and position it within a view. You must select all
the holes that you want to include before selecting the icon.

In the Top view select all eleven holes. You can do this by holding down the Ctrl key
while selecting.

Select the hole dimension table icon. It is located under the dimensions or
coordinate dimensions icon. An Axis System and Table Parameters window appears.

Origin Reference Uses the view origin but you can specify new reference by keying in a
value for X and Y or by selecting an element. You can also change
the Angle and Flip the directions horizontally or vertically. There is
also a toggle to Create Representation of the origin reference or not.

Title Defines the title for the table

Columns Defines the labels that will be used on the holes and in the table. You
can use letters, numbers or leave them unlabeled. The ... to the right
allows you to specify a starting letter or number for the labeling.
Also you can specify whether or not you want the X, Y and Diameter
values.

Titles Defines the titles for each column

Only closed circles Only allows the use of closed circles

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Table format You can Transpose, Sort or Split

Transpose Transposes the rows and columns

Sort Table Content You can specify which column you want to sort by first, then
second and then third. It can either be Ascending or
Descending.

Split Table

Split Criteria Specifies the Max. number of rows or the Max. height
before the table is split

Table Position Specifies if the tables are aligned Vertical or

Horizontal after splitting

Options Specifies the Distance between the tables after

splitting and whether you want to Duplicate the first
row for each table

Change the Angle to 90 degrees and Flip it vertically. This will change the axis so that
the Y axis points to the left and the X axis point down.

Toggle the Create Representation off. You do not want to keep the representation.

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Choose the Label: A, B, C, ... option under Columns.

Key Hole Table for the Title.

Turn on the Split Table option and select the ... next to it. The Table Split window
appears.

Turn on the Max. number of rows and key in 7 under Split Criteria, turn on Vertical
under Table Position and turn off Duplicate first row under Options and select OK.
You are now ready to create and position your table.

Select OK. Letters appear by each hole labeling them. You need to specify the location for
the table.

Select above the part near the top of the sheet as shown below. The hole dimension
table should appear similar to the diagram shown below.

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Coordinate dimension table

You can also generate a coordinate dimension table and position it within a view. You
should select all the points that you want to include before selecting the icon.

Select all of the geometry in the Top view. You can do this by using the mouse and
dragging a box around the geometry for selection.

Select the coordinate dimension table icon. It is located under the dimensions or
hole dimension table icon. An Axis System and Table Parameters window appears. The
options are almost identical to the hole dimension table, therefore they will not be discussed
here.

You have the option of using a 3D axis system or the 2D reference axis system. If you use
the 2D reference axis system then it works the same as the hole dimension table. You can
either use the absolute axis system or one that you created in the 3D part.

Change the Axis system to be 3D absolute axis system. This will use that axis to generate
the table.

Key Coordinate Table for the Title and choose the Index: 1, 2, 3, ... option under
Columns, make sure the Split Table option is off.

Select OK.

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Position the table to the left of the Hole Table. It should appear similar to the diagram
shown below.

Next you are going to create a string of dimensions using two different methods, cumulated
and stacked.

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Chained
The chained dimensions icon allows you to specify an element and then you can continue to
select other elements and it will create a chain of dimensions with each one based off the
second element of the previous one.

Select the chained dimensions icon. It is located under the dimensions or coordinate
dimension table icon. This will allow you to specify an element and then specify a second
element. Then every selection after that will be based from the previous selection, creating
a string of dimensions.

Turn off the Intersection point detection option.

In the Front view select the leftmost vertical line. You can now continue to select other
elements. The dimensions will not actually be created until you select off an element.

Select the five axis lines one after the other. The dimensions should start appearing.
Make sure you select the axis lines and not the hidden lines.

Select off an element. The dimensions are created. It should appear similar to the diagram
shown below. You may have to move the view label down in order to see the dimensions.

Select on the .50 dimension and drag it down. Notice that all of the dimensions move
with it. This is because you create a dimension system and you are in dimension system
selection mode. If you wanted to change the properties of the dimensions, you could go to
properties and all of the dimensions would change at the same time.

Turn off the dimension system selection mode icon. This will allow you select each
dimension separately.

Select on the .50 dimension. Notice just that dimension highlights this time. You are now
going to undo those dimensions and you are going to create them using the cumulated
dimensions icon.

Select undo until the chained dimensions disappear.

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Cumulated
The cumulated dimensions icon allows you to specify an element and then you can continue
to select other elements and it will create a string of dimensions all based off the first
element.

Select the cumulated dimensions icon. It is located under the dimensions or chained
dimensions icon. This will allow you to specify an element that will be used as a base and
then continue to select additional elements as it creates a string of dimensions.

In the Front view select the leftmost vertical line. You can now continue to select other
elements and it will generate dimensions based off this first element. They will not actually
be created until you select off an element.

Select the five axis lines one after the other. The dimensions should start appearing.
Make sure you select the axis lines and not the hidden lines.

Select off an element. The dimensions are created. It should appear similar to the diagram
shown below. You may have to move the view label down in order to see the dimensions.

You are now going to undo those dimensions and you are going to create them using the
stacked dimensions icon.

Select undo until the cumulated dimensions disappear.

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Stacked
The stacked dimensions icon allows you to specify an element and then you can continue to
select other elements and it will create a stack of dimensions all based off the first element.
This is different from the cumulated style because this will create both extension lines for
each dimension and they will stack outwards instead of being all in one line.

Select the stacked dimensions icon. It is located under the dimensions or cumulated
dimensions icon.

In the Front view select the leftmost vertical line. You can now continue to select other
elements and it will generate dimensions based off this first element. They will not actually
be created until you select off an element.

Select the five axis lines one after the other. The dimensions should start appearing.
Make sure you select the axis lines and not the hidden lines.

Select off an element underneath the part. The dimensions are created. It should appear
similar to the diagram shown below. You may have to move the view label down in order
to see the dimensions.

Notice that the stacked dimensions are spaced apart from one another and they all have both
extension lines.

Save your drawing and close all documents.

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Fillet Radius Dimensions

There are times when you create a view from a part that has a fillet but the view cuts the
fillet such that the curve is not a true circle so you cannot get the correct fillet radius value.
There is an option to get the actual fillet radius.

Open the Fillet Radius Dimensions drawing. It contains a single view.

Select the dimensions icon and select the curve as shown below.

Change the precision to four decimal places. Notice that the value changes as you move
the dimension along the curve.

Press the third mouse button while on the dimension. Options appear.

Select the Fillet Radius option. Notice that the value stays at .125 no matter where you are
along the curve. This is the radius of the fillet.

Close your document.

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Dimensions for curves

There are some options for dimensioning curves that can be done with the dimension icon.

Open the Dimensions for curves drawing. You will use this drawing to explore some
of the options for dimensioning curves.

Select the dimensions icon and select the curve on the right. A length dimension
appears.

Press the third mouse button. As you can see you get the same options as if you were
dimensioning a length. You may also dimension the length of the curve or a partial length
of the curve.

Select Radius Center. This will allow you to move your mouse along the curve and select
what portion of the curve you want a radius dimension created.

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Move your mouse and create a dimension in about the same place as shown below.
Your radius value may differ since the radius changes all along the curve.

Select the dimensions icon again and select the top horizontal line and the curve. A
dimension appears.

Select the force horizontal dimension in view icon in the Tools Palette. This will
measure the curve between its highest and lowest point. This option can also be found by
pressing the third mouse button and looking under Dimension Representation.

Position the dimension above the curve as shown below.

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Select the dimensions icon again.

Select the force vertical dimension in view icon in the Tools Palette. You can also
choose this option by pressing the third mouse button.

Select the curve at the location shown below and the bottom horizontal line. You
should be able to slide the yellow box to other point locations along the spline. You should
also be able to change the Extension Lines Anchor using the third mouse button.

Position the dimension as shown above. You can also dimension the curvilinear length of
the curve.

Select the dimensions icon again and select the projected dimension icon. You
can also choose this option by pressing the third mouse button.

Select the curve on the left. A dimension appears.

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Press the third mouse button and choose Curvilinear Length if not already selected.
The following options appear. You will notice that you can also measure a partial length of
the curve. You have three display options for the dimension.

Offset Parallel Linear

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Press the third mouse button and choose Parallel, position the dimension as shown
below.

Select the dimension icon again and select the curve on the left.

Press the third mouse button and select Partial Curvilinear Length. You will now need
to select the two endpoints that you would like to dimension between.

Select the points along the curve as shown and then position the dimension as shown.
This will create a dimension along the curve between your selection points. Your value may
vary depending on where you select.

Save your drawing and close all documents.

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Setup Parameters
In the top toolbar there is a series of options that allow you to set parameters for your
dimensions before or after you create them. If you set the parameters before you begin then
all the dimensions you create will have those parameters. Depending on your standards you
may not have the option to change everything before you create the dimension. This
exercise will show you how to change everything but you may have to modify your
dimensions after they are created.

Open the More Dimensions drawing. You will use this drawing to create some
dimensions using various parameters.

Dimension Lines
The first set of options you are going to look at are the dimension line parameters.

The normal setting for dimension lines. This is the setting that you have used up till
now.

This will give an extension on your dimension line.

This will give you a one part leader line.

This will give you a two part leader line.

Change the dimension line option to two parts. You can find this icon in the top
toolbar.

Select the dimensions icon. This is the general dimension icon. You will be using
this option to create all of the dimensions in this exercise.

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In the Front view select the top horizontal line, press the third mouse button and select
Length if not already selected and the bottom horizontal line and locate the dimension
as shown below. Notice the extension of the dimension line.

Change the dimension line option to two part leader. This will create a leader line
off the dimension lines with two parts.

Create a dimension of the length of the top horizontal line in the Front view. Notice the
leader that appears with the dimension, it has two parts.

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Change the dimension line option to one part leader. This will create a leader line
off the dimension lines with just one part.

Create a dimension of the length of the leftmost vertical line in the Front view. Notice
the leader only has one part and not the extra extension.

Change the dimension line option back to regular.

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Tolerance
Next to the dimension line options there are two boxes for tolerance. They are described
below.

Tolerance Description Tolerance

As you can see there are many types to choose from. In this class you will primarily use
TOL_NUM2 and TOL_RES2. TOL_NUM2 is for over/under tolerances and TOL_RES2 is
for limited tolerances. The second box has some predefined values but you can key in your
own.

In the first box select TOL_NUM2 and in the second box select +-0.05. Your next
dimension will have tolerance attached to it.

Create a dimension of the distance between the leftmost vertical line and the rightmost
vertical line in the Front view. The tolerance should appear with the dimension. You may
have to drag the Front view name out of the way.

In the tolerance box key in +0.05/-0.03. You have the option of keying in your tolerance
value and then it will be added to the list in case you want to use it again within this
drawing. If you want the tolerance to be the same and use the plus/minus sign then you can
key in the tolerance as follows: +-0.03.

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Create a dimension of the diameter of the top circle in the Front view.

Change the tolerance description to TOL_RES2 and change the value to +-0.03. This
will show the upper and lower limit instead of the + and - tolerance.

Create a dimension of the diameter of the bottom circle in the Front view.

Change the tolerance description to (no tolerance). You will now look at some of the
different numerical styles.

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Numerical Display
Similar to the tolerance options there are two numerical options. They are described below.

Numerical Display Description Precision

These descriptions represent different units and styles. NUM.DINC will set the unit to
inches using the decimal system. NUM.DIMM will set the unit to millimeters. DISTINCH
will set the unit to inches and be followed by a ” to indicate it is in inches. Those are
primarily the ones that will be used in this class. It is important to note that it does not
matter what units you have your model set to using Tools, Options, since the numerical
display description determines what units your dimensions are in. The precision box
determines how many decimal places to use for the dimension. You can select from one of
the provided options or you can key in your own precision.

Make sure the numerical display description is set to NUM.DINC and change the
precision to 0.001. You will create another dimension utilizing these parameters.

Create a dimension in the Front view between the vertical center line and the left side.
Notice that three decimal places appear on the dimension.

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In the precision box key in 0.00001. This will set the decimal places to four.

Create a dimension in the Right view between the bottom horizontal line and the
horizontal line at the bottom of the shelf. Notice the dimension has five decimal places.

Change the numerical display description to NUM.DIMM and the precision to 0.01.
This changes the units for the dimension to millimeters.

Create a dimension in the Right view between the bottom horizontal line and the
horizontal line at the top of the shelf. Notice the dimension is in millimeters.

Change the numerical display description to DISTINCH and create a dimension of the
length of the top horizontal line in the Right view. Notice the ” at the end of the
dimension.

Change the numerical display description to NUM.DINC. This completes the setup
parameters for dimensions. You will now look at geometrical dimensioning and
tolerancing.

Save your drawing and close all documents.

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Geometrical Dimensioning and Tolerancing

Geometrical dimensioning and tolerancing (GD&T) is very involved and it is not the intent
of this exercise to cover everything you need to know about GD&T. This exercise will
show you the various options of creating datums, datum targets and GD&T. It will not
show you what type of tolerancing you should use or give a deep explanation of what all the
options mean.

First you need to be at least familiar with the symbols that you will see.

Straightness Circular runout

Flatness Total runout

Circularity Free state

Cylindricity At least material condition (LMC)

Profile of a line At maximum material condition

(MMC)
Profile of a surface
Projected Tolerance zone
Angularity
Regardless of feature size
Perpendicularity
Tangent plane
Parallelism
Statistical tolerance
Position
Between
Concentricity

Symmetry

Open the GDT drawing. You will be using GD&T on this drawing.

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Create the following dimensions in the Section view. You should be able to create these
dimensions by using techniques discussed earlier in the book.

You are now going to create some geometrical dimensions and tolerances. You want to
make sure the view is active before you begin.

Make the Section view the active view.

Select the geometrical tolerance icon. It is located under the datum feature icon.

Select on the leftmost vertical line at the location shown above. You now need to
position your frame box.

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Select up and to the left. A Geometrical Tolerance window appears.

Filter Tolerance Filters the symbols to only show you the ones that seem appropriate
for the current selection.

Insert Symbol Allows you to insert a symbol into your tolerance

The top line allows you to specify the text that will appear above the tolerance

Tolerance Geometrical tolerance symbol and tolerance value

Reference Allows you to specify your datum elements

The arrows allow for additional lines for your geometrical tolerance

The bottom line allows you specify the text that will appear below the tolerance

Choose the flatness symbol. Notice the symbol appears on your drawing in a frame.

Under Tolerance Value key in .002 and press Enter. This is the tolerance for the flatness.
You should see the value appear in the frame on your drawing.

Select OK. Notice that the arrow goes to the left side of the frame. You are going to move
the location of that arrow to the right side of the frame.

Select on the frame. You should see a small circle appear on the left side showing the
anchor point for the arrow.

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Press and hold the first mouse button on the anchor point and drag it to the right side
of the frame. Before and after pictures are shown below. You are now going to create a
datum along the same line but instead of selecting the line you are going to select the
geometrical tolerance and position the datum symbol below the frame.

Select the datum feature icon. This will allow you to create a datum. It is located
under the geometrical tolerance icon.

Select the previous frame of the geometrical tolerance. You need to position the symbol.
You can move it anywhere and an extension line will be attached to the datum however you
want to locate it just below the geometrical tolerance.

Position the datum right below the geometrical tolerance. A Datum Feature Creation
window appears.

Make sure it is an A and select OK. The datum should appear similar to the one shown
below. This links the datum to this geometrical tolerance. If you were to move the
tolerance around the datum will move with it.

All of the other geometrical dimensions and tolerances are performed in the same manner.
You will create some more with steps and then you will be on your own.

Select the geometrical tolerance icon. This time instead of selecting the line you are going
to select a dimension to attach a geometrical tolerance to it.

Select the 1.122 diameter dimension.

Choose the perpendicular symbol.

Select in the tolerance box and then use the Insert Symbol option to choose the
diameter symbol. This inserts the diameter symbol before the tolerance value.

Key .002 in the tolerance box but do not press Enter.

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Using the Insert Symbol option choose the MMC symbol. You will now reference
a datum.

In the first box under Reference key in the letter A and select OK. The geometrical
tolerance is positioned under the dimension, move it to be above the dimension. The
geometrical tolerance should appear similar to the one shown below.

Create a datum using this tolerance and position it just above the frame, make sure it
is labeled B.

Create a geometrical tolerance using the .710 dimension.

Choose the position symbol, diameter symbol, .010, MMC, A, B, MMC and select OK.
You should be familiar with the other symbols. This geometrical tolerance is
referencing both datum A and datum B with datum B using the maximum material
condition.

Move the .710 and 1.122 dimensions around as shown below. Notice that as you move
the dimensions the geometrical tolerances move with them. They are linked to the
dimension.

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Create a geometrical tolerance using the right extension line of the .818 dimension and
position it as shown.

Choose the parallel symbol, .002, A and select OK. It should appear similar to the
diagram shown below.

Create a geometrical tolerance using the .809 dimension.

Choose the total runout symbol, .001, A, B and select OK. Move the geometrical
tolerance down and to the right of the dimension.

Create a datum linked and underneath this geometrical tolerance, it should be labeled
D. It should appear similar to the diagram shown below. You will now create a datum
target to finish the Section view.

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Select the datum target icon. It is located under the text icon. This will create a
datum target.

Select the left vertical line and position the symbol as shown below. A Datum Target
Creation window appears.

Select the diameter symbol and key .2 in the top box and key A1 in the bottom box and
select OK.

Repeat the steps to create the other datum target but label it A2. Your Section view
should appear similar to the diagram shown below.

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You are now ready to do the Front view on your own. Make sure you make the Front
view active. It should appear similar to the diagram shown below when you are finished.

You now know how to create all of the dimensions that are available. The next section will
involve the modification of your dimensions.

Save your drawing and close all documents.

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Modifying Dimensions
There a lot of ways you can modify your dimensions. One method is to use the options in
the top toolbar. Up until now you have used those options to set the parameters for
dimensions you were getting ready to create. You can also turn on some options under the
pull down menu Tools, Options, Mechanical Design, Drafting, Manipulators. Another
option is to change the properties of the dimension using the third mouse button. All of
these ways will be explored in this exercise.

Open the GDTfinished drawing. This should be almost identical to your GDT drawing
that you just saved. However, it is probably better to use this one so that all of the
dimensions are setup as expected for the exercise. The Section view should be the active
view.

Top Toolbar
The first method of modifying dimensions that you will explore will involve the top toolbar.

Select the 2.225 dimension at the top of the Section view. If you look at the top toolbar
you should notice that the parameters have changed based on what the dimension has
assigned to it. You can modify any of the parameters in the same manner as you set them
earlier. The difference is that this time it will only affect the selected dimension.

Change the tolerance from +-0.005 to +0.003/-0.005 and press Enter. The tolerance on
the dimension changes.

Change the precision from 0.001 to 0.0001 and press Enter. Notice the number of
decimal places changes on the dimension.

Select off the dimension on the sheet. Notice that the top toolbar reverts back to the
settings it had before selecting that dimension. You can also change more than one
dimension at a time.

Select the 2.2250 and the 1.395 dimension. You will have to use the Ctrl key to select
both dimensions at the same time.

Change the tolerance to +-0.003 and change the precision to 0.001. Notice that both
dimensions change to that tolerance and to that number of decimal places. Select off the
dimensions on the sheet.

Select the 2.225 dimension and change the dimension line style to two part leader.
The dimension changes to have a leader with two parts.

Change the numerical display description to DISTINCH. The dimension appears with ”
representing inches.

Change the tolerance description to TOL_RES2. The dimension changes to a limited

dimension.

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Change the dimension line style back to regular, the numerical display description
back to NUM_DINC and the tolerance description back to TOL_NUM2. The
dimension should return to its original parameters.

You can also change the tolerance for the 2.225 and 1.395 dimensions back to +-0.005.
You are now ready to explore another option to modify dimensions.

Pull Down Menu Tools, Options

This method allows you to turn on certain manipulators to modify your dimensions either as
you are creating them or after they have been created.

Go to pull down menu Tools, Options, Mechanical Design, Drafting and the
Manipulators tab. You can toggle the manipulators to be on during Creation or
Modification by selecting the appropriate boxes.

Even though you can move the value without the manipulator, it can be useful when you are
moving a value that has an extension or leader. The dimension line move options are also
very useful when you are trying to position a radius or diameter dimension.

Toggle all the options on under Modification. When you select a dimension that has
already been created these options will appear around the dimension.

Select OK.

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Select on the 2.225 dimension. It should appear similar to the diagram shown below.

Select on the right red triangle. The Insert Text After window appears.

Enter TYP and select OK. Notice the text appears after the dimension.

Select on the left red triangle. The Insert Text Before window appears.

Enter 2X and select OK. Notice the text appears before the dimension.

Press and hold the first mouse button on the white box on the top of the left extension
line. This will allow you to adjust the overrun of your dimension.

Drag the box up by moving the mouse. The overrun of the extension lines extend.

Drag the box down to an appropriate distance and let go. You can see how easy it is to
adjust the overrun. The blanking is just as easy.

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Drag the white box at the bottom of the right extension line up adjusting the blanking.

Drag the box down to an appropriate distance and let go. With the manipulators turned
on it is very easy to modify your dimension. You can also turn these manipulators on
during creation so you make these changes as you create a dimension.

You should notice that both extension lines get adjusted when you use the manipulators to
change the blanking or overrun. If you only want to adjust one of the extension lines then
you can hold down the Ctrl key and select the box. This will only adjust the extension line
selected. You also have the option of double selecting on the box and keying in a distance
that you want either for both extension lines or just the one.

Delete the text before and after the 2.225 dimension. You can do this by selecting on the
appropriate red triangle and removing the text and select OK.

Select off the dimension on the sheet. This releases the dimension. You can also modify
a geometrical tolerance by double selecting on the frame.

Geometrical Tolerance
Double select on the parallel geometric tolerance located at the bottom of the Section
view. The Geometrical Tolerance window appears just like it does when you create a
geometrical tolerance. You can make changes and then select OK when done. Do not make
any changes at this time.

Select Cancel. Now you will look at the properties of a dimension.

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Properties
Using the third mouse button select on the .818 dimension and choose Properties. The
Properties window appears. There are many tabs that you can select to make modifications.
You have done many of the changes using different methods.

Make sure you are under the Value tab.

Dimension Type Gives the type of dimension.

Value Orientation This allows you to specify how you want the value of the dimension
orientated. It will allow you to specify an offset for the value to
position itself above the dimension line and to position the value
either Inside, Outside or Auto.

Dual Value Allows you to specify that you want a dual value dimension and then
you can choose what Format you want for the Main value and the
Dual value. You can also specify whether you want the dual value
Below, Fractional, or Side-by-side.

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Format Allows you to change the numerical display description and

precision. You can also change whether you want the dimension to
be Decimal or Fractional.

Fake Dimension This option is located down in the window. You can turn on the
option to make the dimension fake and then you can specify a
Numerical value or a Alphanumerical value.

You are already familiar with most of these options except for the Dual Value and Fake
Dimension.

Toggle the Show dual value mode on. This will allow you to specify a format for the Dual
value.

Change the position of the dual value to be Below and the Description to be
NUM.DIMM, Format to be Decimal and Precision to be 0.01. Make sure the window is
positioned so that you can see how the dimension looks as you make changes.

Select Apply. You should notice that the dimension has a value in millimeters located
below the original value.

Toggle the Show dual value mode off.

Toggle the Fake Dimension mode on. This will allow you to specify whether you want to
use a Numerical or Alphanumerical value as the fake dimension.

Select the Numerical option and change the Main Value to .500 and select Apply.
Notice that the dimension value changes to the fake value.

Toggle the Fake Dimension mode off and select Apply. The dimension returns to normal.

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Select the Tolerance tab. The Properties window changes.

You can change the tolerance description for the Main Value or the Dual Value if you have
one. Depending on the tolerance description you can specify an Upper value and Lower
value or you can specify a First value and Second value. Since you have already been
changing tolerance values you will not perform any changes here.

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Select the Dimension Line tab. The Properties window changes.

Dimension Line Allows you to display your dimension lines either regular, two parts
or with one of two leaders. The options correspond to the four icons
on the top toolbar. Depending on the Representation, you can specify
the other values. Thickness and Color pertains to the display of the
dimension lines. The Leader Angle corresponds to the angle of the
first part. If the Extension was not defined in the standard then you
could specify it here.

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Symbols These refer to the symbols that you have at the end of your dimension
lines as well as the end of your leader. You can change the Shape,
Color or Thickness of the symbols at both ends.

Shapes that are available:

You also have the option of specifying how you want the Reversal to
occur, whether you want the arrows on the Inside, Outside or you
want the computer to decide with Auto. In the cases where there are
two symbols you can choose either Symbol 1 In / Symbol 2 Out or
Symbol 1 Out / Symbol 2 In as well. This can be done using the Ctrl
key and then selecting one of the symbols. If you do not use the Ctrl
key then both symbols will change.

Foreshortened Refers to how you want the dimension lines to appear when dealing
with a radius dimension pointing to the inside of a circle. You have
the option to Fix the extremity point as well.

Change Symbol2 to use a Circle, colored blue and select OK. You should notice that the
dimension symbol changes to a blue circle.

Go back to the properties of the dimension and change Symbol2 back to Filled Arrow,
colored black and select Apply.

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Select the Extension Line tab. The Properties window changes.

Extension Line Allows you to change the Color and Thickness of the extension lines
and toggle whether or not you want them displayed. You can also
specify an angle that you want the extension lines to slant.

Extremities Allows you to adjust the Overrun or Blanking by keying in a value.

Funnel Allows you to define a funnel for your extension lines.

All of these options you have changed before using different methods except for turning the
display of the extension lines on and off.

Toggle the Display first extension line option off and select Apply. The first extension
line disappears.

Toggle the Display first extension line option on and select Apply. It reappears.

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Select the Dimension Texts tab. The Properties window changes.

Prefix-Suffix Allows you to define a prefix or suffix for the Main value. You also
have the option of inserting a symbol.

Associated Texts Allows you to define associated text either above, below, left or right
of the Main Value or Dual Value.

Dimension score options Allows you to score all dimension text, only the value or not
score anything. This will only have an effect if you have
changed the font to be struck through.

Dimension frame options Allows you to frame the Value, the Value and the tolerance or
the Value, tolerance and the text. This will only have an
effect if you have applied a frame to your text.

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Under Associated Texts key in Top in the box above, Right in the box to the right,
Bottom in the box below and Left in the box to the left of the Main Value and select
Apply. You should notice the placement of the text around the dimension. The placement
is determined as shown below.

Associated Text
Associated Text Prefix Main Value Suffix Associated Text
Associated Text

Change the Associated Texts to contain nothing and select Apply. This should remove
the text from around the dimension.

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Select the Font tab. The Properties window changes.

These options allow you to change the font characteristics of the text. You will explore
these options in more detail later in the course.

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Select the Text tab. The Properties window changes.

These options allow you to change the characteristics of the text. You will explore these
options in more detail later in the course.

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Select the Graphic tab. The Properties window changes.

This allows you to specify a layer as well as change the color of the dimension.

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Select the Feature Properties tab. The Properties window changes.

This allows you to name the dimension.

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Now that you know how to make modifications you will create and make changes to a
couple of dimensions on the drawing.

Select Close and select off the dimension on the sheet. This should close the Properties
window and release the dimension.

Select the chamfer dimensions icon and select the chamfer as shown below. Remember,
you have the option of selecting the reference surfaces that make up the chamfer.

Select the horizontal and vertical lines that touch the chamfer. Make sure you select the
horizontal line first.

Locate the dimension and then move it up and to the right. Notice that the chamfer is
shown in terms of Length x Length according to the options set in the Tools Palette. You
want the dimension to show in terms of Length x Angle, however you are going to do this by
modifying the Properties.

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Go to the properties of the chamfer dimension. Remember you can go there by using the
third mouse button. The Properties window appears. You should notice that there is a new
tab called Chamfer.

Value Format Allows you to specify what type of chamfer dimension you want
shown

Representation Type You can either display the chamfer dimension in a One Symbol
representation where it has an arrow pointing at the chamfer or you
can use the Two Symbols representation which appears more like a
distance dimension

Change the Value Format to Distance x Angle. Change the Main description to
NUM.DINC and the Representation Type to Two Symbols and select OK. The chamfer
dimension changes. The two symbol representation will display different depending on
which element you select first. Since you selected the horizontal line first the distance is
shown in a horizontal direction.

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Position your dimension so it looks similar to the diagram shown below.

Make the Front view active.

Modify the .250 diameter dimension to have “7x” appear to the left of the diameter
symbol. You can either use the manipulators or the Properties window. It should appear
similar to the diagram shown below.

Save your drawing and close all documents. You will complete this drawing when you
finish the annotations and markup sections.

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Analysis
You have the option of performing a dimensions analysis and it will show what dimensions
have bad placement.

Open the Dim Modify drawing. The drawing should contain four views with the Front
view active. You should also notice that some dimensions have already been placed on the
drawing. You are going to analyze these dimensions to see if you have any problems with
the placement of the dimensions.

Select the dimensions analysis icon. You may have to turn that toolbar on in order to
see the icon. You can do this by choosing the Analyze option under the pull down menu
View, Toolbars. The Analyze window will appear. This performed an analysis of your
active view, in this case the Front view. Notice that it found 3 elements badly placed. You
have the option of choosing an optimized list.

Total number of elements in the current list The number of elements that are badly placed.

Number of the pointed element As you scan through using the Scanner it will
show you which element number you are
looking at.

Scanner Allows you to step through the list one at a

time forward or backward, jump to the end or
beginning and to update the list as you make
changes.

You should also notice that dimensions in the view are color coordinated. The highlighted
elements are the ones that are badly placed. Notice that when two items interfere with one
another both are counted as being badly placed. The optimized list takes this into account
and only counts that as one element.

Switch the option to Optimized list with the annotations badly placed. The Total number
of elements in the current list changes to 2 instead of 3. Sometimes this is preferred
although as you correct a problem with them listed either way the number will change after
you update the analysis.

Switch the option back to the List with the annotations badly placed. You are now going
to scan through the list and make changes as you go.

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Select the next icon until you get to the view name. The view name interferes with the
2.75 dimension.

Move the view name below the 3.25 dimension. This will locate the view name at the
bottom of the view out of the way of all dimensions.

Select the update icon in the Analyze window. Now you are down to two elements that
have problems. One is the 2.00 radius and the other is the 2.75 dimension. The reason it
thinks there is a problem is that if the dimension line of the 2.00 radius went to the center of
the circle then it would interfere with the 2.75 dimension.

Select the next icon until you get to the 2.75 dimension. Notice a circle appears on top of
the 2. This is where the center point of the circle is located. You need to move the
dimension off of this center location.

Move the 2.75 dimension down a little so that it does not interfere with the center
location and select the update icon in the Analyze window. The number of elements
changes to 1.

Select the next icon. Notice that the radius dimension still thinks it interferes with the 0.75
dimension. Notice the circle notation on the extension line of the 0.75 dimension. You will
modify the blanking of the 0.75 dimension so that it stops before that interfering location.

Select OK. This exits the Analyze window.

Modify the end of the .75 extension line to stop before that interfering location. You
can do this by using the manipulators or the properties of the dimension.

Select the dimensions analysis icon again. It now states that there are no problems with
your placement of the dimensions. Depending on your company’s standards it may not be
necessary to make the last two adjustments.

Select OK to exit the window.

Activate the top view and perform a dimensions analysis. There is only one bad
placement in this view.

Modify the placement until there are not problems and exit the Analyze window.

You fixed all of the bad placements manually, however there are some tools that assist you
in placing and aligning dimensions. You will explore those options next.

Close all documents. You do not need to save this drawing.

Note: The analysis option can also be accessed through the pull down menu Tools, Analyze.

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Positioning
There are some positioning tools that can help you position your dimensions properly.
These can be extremely useful when you are working with generated dimensions as you will
later in this course. In order to see these icons you may have to turn on the positioning
toolbar.

Turn on the Positioning toolbar. You can do this by choosing the Positioning option
under the pull down menu View, Toolbars.

Open the Dim Modify drawing. This will open the same drawing that you used last time
without the modifications.

Select the 1.50 and the .75 dimensions in the Front view. Make sure both are selected.

Select the line-up icon. This will allow you to line-up your dimensions automatically
without having to do it manually. You also have the option of using the third mouse button
and selecting Line-Up. You have the option of specifying a reference line or to select a
reference from free space.

Select the rightmost vertical line in the Front view. This will use that line as the
reference element. The Line Up window appears.

Offset to reference The distance from the reference element to the

first dimension and the angle from the
reference element to the first dimension

Offset between dimensions The distance between each dimension and the
angle between each dimension

Align stacked dimension values Aligns the values of the stacked dimensions

Align cumulated dimension values Aligns the values of the cumulated dimensions

Automatically add a funnel Adds a funnel on cumulated dimension values

if necessary

Only organize dimensions into systems If activated the first dimension (interior) will
not move and the other dimensions will be
based on your offset

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Make sure that the Only organize dimensions into systems option is off and enter 2.0 for
the Offset to reference and 2.0 for the Offset between dimensions and select OK. The
two dimensions are positioned. The 0.75 dimension is one inch from the reference element.
The 1.50 dimension is one inch from the 0.75 dimension. If you would have had the Only
organize dimensions into systems option on then the 0.75 dimension would not have moved
and the 1.50 dimension would have been an inch from the 0.75 dimension. The reason they
are only one inch apart is because the view scale is 2:1.

Select the .75 and the 1.00 inch dimensions.

Select the line-up icon.

Select the leftmost vertical line in the Front view. This will use that line as the reference
element.

Make sure the Only organize dimensions into systems option is off and enter 1.0 for the
Offset to reference and 1.5 for the Offset between dimensions and select OK. The
dimensions move.

The line-up icon works very well to position dimensions uniformly without you having to
manually do it. The other line up option is the align into system icon. This icon will
use the default settings that are defined in pull down menu Tools, Options, Mechanical
Design, Drafting, Dimensions tab. It will align the dimensions just like the line up icon
except it will always have the Only organize dimensions into systems option on. Therefore
the first dimension will not move and the spacing between the other dimensions is
determined by the default settings. If everything is set up correctly this can be a very quick
way of aligning dimensions.

There is another option that works well to position dimensions as well called dimension
positioning. The dimension positioning icon is extremely useful when you are working with
generated dimensions.

Activate the Top view. You are going to use the dimension positioning icon to
automatically position all your dimensions.

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Select the dimension positioning icon. Notice that by selecting the icon all of your
dimensions position nicely.

Activate the Front view and select the dimension positioning icon. Once again your
dimensions position nicely and your drawing should appear similar to the one shown below.
You will now learn how to create and remove interruptions on your extension lines.

Note: The positioning option will not change the angle of the dimensions, such as the .63
diameter dimension.

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Interruptions
Interruptions are used to break or limit an extension line or lines so that they do not interfere
with your geometry or other annotations. This exercise will demonstrate how to create and
remove interruptions. You can either use the icon or you can use the third mouse button and
under the object name there are interruption options.

Select the create interruption(s) icon. It is located under the re-route dimension
icon. It wants to know what dimension you would like to create the interruption on. Two
new icons appear in the Tools Palette.

Creates an interruption on one extension line

Creates an interruption on both extension lines

You can create an interruption in all of the extension lines at the same time or you can
choose to create an interruption in just the one extension line. You have to remember to
select the appropriate icon in the Tools Palette before defining the interruption.

Select the add interruption on one side icon in the Tools Palette. You are going to
create an interruption on the left extension line.

Select the 1.25 dimension on the left side. It is now asking for the first point defining the
beginning of the interruption.

Select above the radius dimension line as shown below. Now you need to define a
second point defining the end of the interruption.

Select below the radius dimension line as shown below. The interruption is created.
Notice that the interruption was only created on the left extension line.

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You can have multiple interruptions in the same extension line by just defining another one
in the same manner.

The remove interruption(s) icon has three sub-options and it is located under the re-route or
create interruption icon.

Removes one interruption from one extension line

Removes all interruptions from one extension line

Removes all interruptions from both extension lines

Examples:

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Update
You will now see the effects of making changes to your part and updating the views.

Open the Dim Modify part. Keep your drawing open.

In Sketch.1 change the 2.75 constraint to be 2.5 and exit the sketcher. You have now
changed your part and the views in your drawing will need to be updated.

Switch to your drawing. Notice the update icon is available.

Select the update icon. Notice your dimensions automatically adjusted.

Switch back to your part and modify Sketch.1 so it does not have the 1.5 inch wide
opening as shown below.

Switch back to your drawing and update the views. Notice that two of your dimensions
in the Top view change to a pinkish color. This is signifying that they cannot be updated.
The reason is obvious, the elements that they were dimensioning are now gone.

The color of a dimension means different things. There is an analysis display mode
option that can be turned on and off. It is located in the Tools toolbar. If it is on, then you
will see the colors change as the status of a dimension changes.

Select the analysis display mode icon to deactivate it. Notice the two dimensions
change back to their original color.

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The colors can be modified by using the pull down menu Tools, Options.

Go to the pull down menu Tools, Options, Mechanical Design, Drafting, Dimension tab.
In this tab you should see an Analysis Display Mode area.

Turn the Activate analysis display mode on and then select the Types and colors...
button. The Types and colors of dimensions window should appear. This is where the
colors can be set along with defining what each color means. Do you remember when you
created the true dimension it appeared purple?

Select Close and OK on the Options window. Notice the two dimensions are now pink
again. You turned the mode back on using the pull down menu.

Delete the two dimensions. They are no longer needed since the geometry does not exist.

You are now ready to learn how to generate dimensions from the constraints on your part.

Close all documents. There is no reason to save either one of the Dim Modify documents.

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Generating Dimensions
Generating dimensions is a quick way of creating dimensions that have already been defined
with constraints in your Part. There are two options to generating dimensions, either all at
once or step by step. There have been some bugs in the software, therefore the appropriate
dimensions may not appear highlighted when doing analysis after generation. However, the
generating portion is working, therefore it should not cause the exercise to fail.

Open the Generate Dim drawing and part. You are going to look at the constraints of the
part first to get an idea of what is happening when you generate dimensions.

Switch to the part and look at Sketch.1 and its constraints. Notice that the rest of the
elements are fillets and holes.

Exit the sketcher and switch back to the drawing. Before you generate the dimensions
all at once you are going to turn on the option to filter before generation. This will allow
you to specify the filters you want to use before generating the dimensions.

Go to pull down menu Tools, Options, Mechanical Design, Drafting and the Generation
tab.

Turn the Filters before generation option on and select OK. You should also notice that
the Analysis after generation option is already selected.

Select the Front view. It should appear highlighted. By selecting a view or views before
selecting the generate dimensions icon, dimensions will only be generated for that view or
views.

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Select the generate dimensions icon. The Dimension Generation Filters window
appears.

Type of constraint

Sketcher constraints Generates dimensions from constraints created in

sketcher

3D constraints Generates dimensions from constraints created in 3D

Assembly constraints Generates dimensions from assembly constraints, this

will only be available when working with an assembly

Measured constraints Generates dimensions from measured constraints

Options

...associated with unrepresented elements Generates dimensions that are not

associated with any element in the
drawing

...with design tolerances Applies the constraint tolerances to the

dimension if they exist

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Retrieve excluded constraints Allows you to recover a constraint that you

excluded before and have it regenerated. Only
available if you have excluded some
constraints

Add All Parts Adds all the parts associated with an assembly. This is only available
if you are working with an assembly.

Remove Removes the element from the list.

The list will specify the number of constraints for each element. In this case there are 19
constraints in the Generate Dim part.

Select the 3D constraints option only. Make sure no other options are selected. You are
going to generate dimensions from just the 3D constraints.

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Select OK. The dimensions are generated. The Generated Dimension Analysis window
appears.

The list states how many constraints were generated for each element.

Constraint Analysis in 3D This analysis appears in your 3D part

Generated constraints Show all generated constraints

Other constraints Show other constraints that were not used

Excluded constraints Shows constraints that you chose to exclude

Dimension Analysis in 2D This analysis appears in your 2D drawing

New generated dimensions Shows all the dimensions that were just generated

Generated dimensions Shows all the dimensions that have been generated
including the ones that were just generated

Other dimensions Show the dimensions that were not generated

Switch to the part window. This will allow you to see the analysis as you select the
various options.

Select the Generated constraints option. It shows you the constraints on your part that
were used to create dimensions.

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Select the Other constraints option. This shows you the constraints that are available but
not used to create dimensions. Since you have not excluded any constraints yet the
Excluded constraints option will not show anything.

Switch back to your drawing.

Select the New generated dimensions option. Notice that all of the dimensions are
highlighted. All of the dimensions were newly generated. The Generated dimensions
option will show the same thing and the Other dimensions shows nothing new since all of
the dimensions so far are generated from 3D.

Select OK. This will close the window. You will now generate all of the constraints
instead of just the 3D constraints. You will also generate dimensions on all of the views
instead of just the Front view.

Select the generate dimensions icon. The Dimension Generation Filters window appears.

Select all the options for Type of constraint and turn on the ...associated with
unrepresented elements option and select OK. Some more dimensions get generated and
the Generated Dimension Analysis window appears.

Select the New generated dimensions option. Notice that only the newly generated
dimensions are highlighted. All of the dimensions may be highlighted, there has been a bug
in the software for some time in this regard.

Select the Generated dimensions options. Now all of the dimensions highlight since all of
them are generated dimensions.

Select OK. The window closes. You are now going to use your positioning icons to
position these dimensions.

Select the dimension positioning icon. You can either select the icon or choose the option
under the pull down menu Tools, Positioning. All of the dimensions in the Front view are
positioned.

Activate the Top view and select the dimension positioning icon. The dimensions are
positioned in that view as well. This option is very nice to get a beginning position for all of
the dimensions, however you may still have to do some modifications in order to clarify the
dimensioning of your part. You also may have to add additional dimensions in order to
finish your drawing.

Your generated dimension can be used to control the 3D constraints. This can only occur if
the option under Tools, Options is set accordingly. This can be a very dangerous option so
you will be introduced to it and then you will set the option so it cannot be done.

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Select pull down menu Tools, Options, Mechanical Design, Drafting, Administration
tab. You should see the following options.

Turn off the Prevent dimensions from driving 3D constraints option.

Select OK. You are going to change a dimension and see how it affects the part.

Double select on the 1.13 dimension on the left in the Top view. The Constraint
Definition window appears.

Change the value to 1.5 and select OK.

Switch to the part window and select the update icon. Your part updates with the
change.

Switch back to the drawing and select the update icon. The drawing updates.
Depending on your workplace this option could cause a lot of trouble.

Select pull down menu Tools, Options, Mechanical Design, Drafting, Administration
tab.

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Turn on the Prevent dimensions from driving 3D constraints option and select OK.

Look at the Front view. You should notice that there are some dimensions that you do not
want and some dimensions that you would prefer to be in a different view. If you specify a
.40 TYP for the thickness of the part then the other .40 dimensions and the 1.15 radius
dimension are unnecessary.

You can take care of some of these problems by generating the dimensions step by step
instead of all at once. The step by step option allows you to specify whether or not you want
to keep a dimension and you have the option of transferring a dimension to another view.
The disadvantage is that it can take longer since it is letting you interact with the generation
process.

Close the drawing and the part without saving and reopen them. This will effectively
undo all of the generation. You are now going to generate the dimensions step by step.

Select the generate dimensions step by step option. It is located under the generate
balloons or generate dimensions icon. The Dimension Generation Filters window appears.

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Select all of the Type of constraint options on and turn the ...associated with
unrepresented elements option on and select OK. The Step by Step Generation window
appears.

Generates the next dimension

Generates all the dimensions

Stops the generation and closes window

Pauses the generation

Excludes a dimension

Transfers a dimension to another view

Visualization in 3D Displays the constraint in the part window as you go along

Timeout If it is on then the time next to it specifies how long it will wait until
it generates the next dimension. If it is off then the next dimension
will not generate until you select the next arrow.

Turn the Timeout option off. This will allow you to look at your options without having
to rush.

Select the next dimension generation arrow. A 2.25 dimension appears. You want
to keep that one so you will go on. If you want, you can look in the part window and you
will see the constraint.

Select the next dimension generation arrow again. A .50 radius dimension appears but it
is in the Front view. You want it in the Right view.

Select the transferred icon. This will allow you to specify what view you would like
to have the dimension in.

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Select the Right view. The dimension appears in the Right view.

Select the next dimension generation arrow again. A .30 radius dimension appears and
you want to keep it.

Select the next dimension generation arrow again. A 1.13 dimension appears and you
want to keep it.

Select the next dimension generation arrow again. A 1.75 dimension appears and you
want to keep it.

Select the next dimension generation arrow again. A 0.62 dimension appears but it
needs to be in another view.

Transfer this dimension to the Top view and select the next dimension generation
arrow. The .62 diameter dimension moves to the other view. A .40 dimension appears.

Exclude the .40 dimension using the not generated icon and select the next dimension
generation arrow. A 1.13 dimension appears and you want to keep it.

Select the next dimension generation arrow again. A 3.50 dimension appears and you
want to keep it.

Select the next dimension generation arrow again. The other .62 dimension appears but
you do not need it.

Exclude the .62 dimension and select the next dimension generation arrow. A .40
dimension appears and you do not want it.

Exclude the .40 dimension and select the next dimension generation arrow. Another
.40 dimension appears.

Exclude the .40 dimension and select the next dimension generation arrow. Another
.40 dimension appears and you want to keep this one.

Select the next dimension generation arrow. Another .40 dimension appears.

Exclude the .40 dimension and select the next dimension generation arrow. A 1.15
dimension appears and you do not want it.

Exclude the 1.15 dimension and select the next dimension generation arrow. A .75
dimension appears and you want to keep it.

Select the next dimension generation arrow. A 1.25 dimension appears and you want to
keep it.

Select the next dimension generation arrow. A 5.50 dimension appears and you want to
keep it.

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Select the next dimension generation arrow. A 2.75 dimension appears and you want to
keep it.

Select the next dimension generation arrow again. That was the last dimension.

Select the next dimension generation arrow again and the window closes. The
Generated Dimension Analysis window appears.

Switch to the part window. This will allow you to see the analysis.

Select the Generated constraints option. These are the constraints that you used.

Select the Other constraints option. These are the constraints you did not use.

Select the Excluded constraints option. These are the constraints you excluded. Notice all
of the constraints that were not used were excluded by you.

Switch back to the drawing.

Select OK. You can now position all of the dimensions.

Modify and position all of the dimensions to appear as shown below. You can either do
it manually or you can use the icon. Some of the dimensions will require you to position
them manually. You may have to turn on some additional manipulators under Tools,
Options in order to position the radius and diameter dimensions as shown. You will also
have to change the dimension lines to be extended on some dimensions to appear as shown.
Make sure you move the view names and add the appropriate text.

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You need to add one additional dimension to the Front view to state what the radius of the
corner is and then you need to either adjust the blanking or create interruptions to get the
extension lines off of the center and axis lines.

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Add the .30 radius dimension and adjust the extension line of the 2.75 dimension to be
at the end of the center line in the Front view. It should appear similar to the diagram
shown below.

Adjust the extension lines in the Top view to appear similar to the diagram shown
below.

You can see that it is very quick and easy to generate dimensions from the constraints of
your part. But it may require more modification than when you create the dimensions
manually. You will now perform a final analysis on your drawing. You can access the filter
and analysis options for the generated dimensions by using the pull down menu Tools.

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Select the Analysis option under the pull down menu Tools, Dimension generation. The
Generated Dimension Analysis window appears.

Select on the Generated dimensions option. Almost all of the dimensions highlight.

Select on the Other dimensions option and turn off the Generated dimensions option.
Only the .30 radius dimension that you manually created is highlighted. The last topic that
needs to be looked at is how do you get dimensions generated that you have excluded.

Select OK.

Save your drawing. You will want to save now because what you are getting ready to do
will not need to be saved.

Select the generate dimensions icon. The Dimension Generation Filters window appears.
Notice that the retrieve excluded constraints icon is available.

Make sure all of the options are on under Type of constraint and select OK. The
Generated Dimension Analysis window appears.

Select the New generated dimensions option. Notice that there were not any new
dimensions generated. Also you should note that the dimensions that have already been
generated were not affected.

Select OK.

Select the generate dimensions icon again. This time you are going to recover a
constraint that you have excluded.

Select the retrieve excluded constraints icon. This will retrieve the constraints that
were excluded.

Select OK. The Generated Dimension Analysis window appears.

Select the New generated dimensions option. The recovered dimensions are highlighted.
You have the option to do the same using the step by step method since this is an option of
the filter. With the step by step method you can then exclude the ones that you still do not
want and only recover the ones that you do want instead of recovering all of them.

Select OK. This concludes generating dimensions.

You should now be able to create, modify and generate all dimensions necessary for the
completion of your drawing. However, a drawing normally will also require some
annotations and symbols. The next section will cover those options.

Close all documents. You do not need to save any of them.

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Annotations
Annotations and symbols are normally required to finish a drawing. Annotations are used to
convey notes and information to the downstream user. Symbols are used to represent items
such as part numbers and welds. This section will cover the various tools you have
available to create annotations and symbols.

Creating Text
Open the Annotations drawing and part. This will allow you to work with items in
both windows. The drawing should contain four views with the Front view active.

Select the text icon. It is located under the datum target icon. This will allow you to
create text.

Select a location in the Front view to the right of the extension. This defines the anchor
point for the text. A Text Editor window appears. In this window you can type your text.

Key in Watch for extension and select OK. Make sure you do not press Enter or you will
add an additional line. The text appears. You can drag the text around to any location by
using the first mouse button.

Drag the text to the approximate location as shown below.

Create text that says To the right underneath and to the right of the last one.

Create text that says To the left underneath and to the left of the first piece of text.
Now you will create text that is associated to a piece of geometry.

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Select the text icon and then select the left vertical line of the extension. The Text
Editor appears.

Key in Left side and select OK. The text appears.

Drag the text to the left of the extension as shown below.

Notice that all of the text has the same graphical properties. You can set the properties of
the text before you create it by using the top toolbar. However, you will investigate these
options when you modify text.

Select the text icon and position the text below and to the right of the geometry in the
view.

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Key in This is press Enter, key in a multi-line press Enter, key in piece of text and
select OK. This should create a string of text that spans three lines as shown below.

Make the Top view active. You are now going to create text with a leader.

Select the text with leader icon. It is located under the text icon. You will select an
element to position the anchor point of the arrow head.

Select the small circle on the right. You should see an arrow appear that you can drag to
position the anchor point of the text.

Drag the arrow up and to the right and define the anchor point for the text. The Text
Editor window appears.

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Key in Hole and select OK. You have some positioning manipulators appear. Position the
text as shown below and select in the view off the text. The text with leader is created.

Those are the options that you have to create text. There are a lot of modifications that you
can perform on the text however. You will explore these modifications next.

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Modifying Text
There are many options to modify text, a lot of these options you can perform before you
create the text. Most of the common options are located in the top toolbar.

Top Toolbar

These options allow you to change the font, font size, bold, italic, underline, strike through,
overline, superscript, subscript, justification, anchor point, frame and symbols. You will try
out each option next.

Font properties
Make the Front view active.

Select This is a multi-line piece of text. You can now modify the settings using the top
toolbar.

Change the font type to Times New Roman. The text changes font.

Change the font size to .276. The option might contain more decimal places, go ahead and
select the option which is closest. The text becomes larger.

Select the bold icon. The text should appear bold. This is a toggle therefore you can
select it again to turn the bold off.

Select the bold icon again. The bold is removed.

Select the italic icon. The text appears in italics.

Select the italic icon again. The italics is removed.

Select the underline icon. All three lines of text appear underlined.

Select the underline icon again. The underline is removed.

Select the strike thru icon. All three lines of text are struck through.

Select the strike thru icon again. The strike through is removed.

Select the overline icon. It is located under the underline icon. All three lines of text
appear with an overline.

Select the overline icon again. The overline is removed.

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Select the superscript icon. The text appears superscripted.

Select the superscript icon again. The superscript is removed.

Select the subscript icon. It is located under the superscript icon. The text appears
subscripted.

Select the subscript icon again. The subscript is removed.

You should realize that you can have more than one property assigned to text at a given
time. It is possible to have a piece of text be bold, italic, underlined or overlined, struck
through, superscript or subscript. The only options that can not be on at the same time is
underline and overline; and superscript and subscript.

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Justification
You can also adjust the justification using the toolbar to be either left, center or right. This
will only appear when you have multiple lines in the same piece of text.

Select the center justification icon. It is located under the left justification icon.
You should notice that this text is already left justified. The text should become center
justified.

Select the right justification icon. It is located under the center justification or left
justification icon. The text should become right justified.

Select the left justification icon. The text should become left justified.

Notice that only one type of justification can be used on a piece of text. In other words you
can not have the text be right and left justified.

Anchor point
You can position your text with respect to the anchor point. This does not change the
position of the anchor point but instead positions the text differently with respect to the
anchor point.

Select the arrow on the anchor point icon. The anchor point options should appear.
Whatever appears on the icon is how the text is positioned in respect to the anchor point.
Currently it is positioned so that the anchor point is in the upper left corner of your text.
You will change the anchor point a couple of times.

Select the center anchor point option. Notice the text moved to the left and up in
order for the anchor point to be in the center of the text.

Select the bottom right anchor point option. Notice the text moved to the left and
up again in order for the anchor point to be in the lower right corner. Continue to play with
the different anchor locations.

Select the top left anchor point option. Your text returns to its original location.

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Frame
You have the option to add a variety of frames to your text. You will explore a few of
them.

Select the arrow on the frame icon. The frame options should appear.

The frames with the little locks on them are fixed sized frames defined in the standards file.
This becomes useful when your company has a set size for certain frames and it is up to you
to fit your text within the frame by modifying its size. The other ones are variable sized
frames and will adjust to fit the text.

Select the rectangle frame option. A rectangular frame appears around the text.

Select the circle frame option. A circular frame appears around the text.

Select the left flag frame option. Feel free to play around with the other frame
options but make sure you set the frame to this option before continuing.

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Insert Symbol
You also have the option of inserting a symbol. The symbol will be inserted at the end of
the text unless you edit the text then you can have the symbol insert anywhere within the
text.

Select the arrow on the insert symbol icon. This will allow you to specify what
symbol you would like to insert.

Select the center line option. The center line symbol is inserted at the end of your
text.

Select the degree option. The degree symbol is inserted at the end of your text.
Notice that your text contains the center line symbol and the degree symbol.

Double select on the text with the first mouse button. The Text Editor window appears.
Your text is in the window along with the two symbols.

Remove the two symbols. You can do this by selecting at the end of the text and
backspacing.

Select at the end of the first line. This will set the insert location to be at the end of the
first line.

Select the triangle option. The triangle symbol appears at the end of the first line.

Remove the triangle and select OK. This will switch the text to contain no symbols.

Select off the text inside the view. This releases the text.

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Your drawing should look like the diagram shown below.

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Properties
You can also make changes to your text by changing the properties of the text.

Using the third mouse button go to Properties for the text Left side. The Properties
window appears with four different tabs available. The Font tab is shown below.

Font The type of font that is used

Style Controls whether the font is Italic, Bold, neither or both

Size Determines the size of the font

Underline Turn the underline option on or off

Color The color of the text

Attributes You can toggle on or off the Strikethrough, Overline, Superscript or

Subscript options

Character You can adjust the Ratio, Slant, Spacing and Pitch of the text. The Ratio
refers to the size of the characters, Slant refers to the slant of the letters,
Spacing refers to the space between characters and you can specify either a
Fixed or Variable Pitch.

Most of these options can be changed using the top toolbar as previously discussed.

Change the Spacing to be 20% and select Apply. Notice that the distance between letters
changed. You will now look at some of the other properties.

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Select the Text tab. The Properties window changes.

Frame Allows you to change the frame that goes around the text. You can also
change the Color, Thickness and Line Type of the frame.

Position You can adjust the Anchor Point or the Anchor Line, change the
Justification, Line Spacing, Line Spacing Mode and specify Word wrap. The
Anchor Point allows you to change how the text is positioned with respect to
the anchor point. The Anchor Line can be adjusted to use Top or Bottom or
the Cap or Base. The Line Spacing is the distance between each line and the
Line Spacing Mode determines how that distance is applied, either from
Bottom to Top, Base to Cap or Base to Base. The Justification allows you to
set Left, Center or Right justification. If you turn the Word wrap option on,
you can specify the width the text can be before wrapping it around to the
next line.

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Orientation You can set the Reference to be either the Sheet or the View and you can
adjust the Orientation. The Orientation can be set to Horizontal, Vertical or
Fixed Angle. If you specify Fixed Angle then an Angle needs to be entered.
The Mirroring option allows you to mirror your text. If you have the Auto
Flip option on then the text will always be flipped to remain readable.

Options

Display Units If the text has parameters that have units, it will display those
units

Apply scale Toggles whether or not the text will scale with the view

Back Field Aligns superscript and subscript text

Blank Background Toggles whether or not the box area of the text blanks out an
area fill

Superscript/Subscript Allows you to adjust the offset and size of superscript and
subscript text

Display Specifies what display mode the text will have, it can either be
set to Show Value, Show Box only, or Hide Value

A lot of those options can be adjusted using the top toolbar.

Change the frame to Rectangle and a Thickness of 5 and select Apply. The rectangle
frame should appear around the text and it should be thick.

Change the Orientation to be Fixed Angle and change the Angle to be 30 and select
Apply. The text should turn 30 degrees. You will now create some additional text to see
some of the other properties.

Select OK. The Properties window closes.

Create the following text above the geometry in the Front View. This is all one line of
text. It should read: This will show me some of the properties that are not as straight
forward as some of the others. It should appear similar to the one shown below.

Using the third mouse button go to the Properties for this line of text.

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Make sure you are in the Text tab and turn Word wrap on with 3.5 inches and select
Apply. The text should change to look like the following. Notice that the once the text
approaches 3.5 inches it automatically wraps to the next line.

Select OK. The Properties window closes.

Create another piece of text to the right of the last one that looks like the following.
You will have to press Enter to go to the next line when creating the text.

Double select the text to edit it. When you are in edit mode you highlight just a portion of
the text and change the properties of just that portion.

Highlight the word There on the last line and go to Properties using the third mouse
button. This will allow you to change the properties for just this portion of the text.

Under the Font tab change it to be subscript and select OK. The word There is now
subscripted. You still be in edit mode.

At the end of the text add the word Everybody. Notice that this new word is subscripted
as well. You are going to change it to be superscripted.

Highlight the word Everybody and go to Properties using the third mouse button.
Sometimes it is hard to highlight in the graphical workspace so you can also highlight it
within the Text Editor window.

Under the Font tab change it to be superscript and select Apply. Notice the text moved
above the word There. This is because you have the Back Field option turned on under the
Text tab. If you turned it off it would not align itself with the subscripted text.

Under the Text tab turn the Back Field option off and select OK in the Properties
window and OK in the Text Editor window.

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Using the third mouse button go to Properties for the leadered text Hole in the Top
View.

Under the Text tab change the Display to be Show Box and select OK. Notice the text no
longer appears just a box representing it.

Go to the Properties again and change the Display to Hide Value and select OK. Notice
nothing appears at the end of the leader line now.

Go to the Properties again and change the Display back to Show Value and select Apply.
The text reappears.

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Select the Graphic tab. The Properties window changes.

Lines and Curves This applies to your frame. You also had these options under
the Text tab.

Show, Pick and Layers You can change what layer the text is on and whether it is
Pickable.

You are not going to change anything here.

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Select the Feature Properties tab. The Properties window changes.

This allows you to change the internal name of the text.

Select OK.

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Your drawing should look like the diagram shown below.

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Adding a Leader
You can add a leader to existing text by using the third mouse button.

Press the third mouse button while on the multi-line text. You should see the following
options appear.

Select the Add Leader option. It now wants you to define the anchor point for the
arrowhead.

Select the rightmost vertical line in the Front view. A leader appears from the frame of
the text to the line. The manipulators appear as well.

Slide the text over to the right. You will need to use the arrows above the text in order to
slide the text over. It should look like the one shown below.

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There are some options with the leader.

Select on the multi-line text. You see the various boxes and symbols appear around the
leader and the frame.

The box at the head of the arrow allows you to change many things involving the leader.

Press the third mouse button while on the box at the head of the arrow. The following
options appear.

Select Add a Breakpoint. A breakpoint appears in the middle of the leader arrow.

Press the third mouse button while on the new breakpoint and select Add an Extremity.
It is now waiting for you to define another head location.

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Select along the bottom horizontal line in the Front view. A new arrow appears from the
break point to the line.

Press the third mouse button while on the box at the head of the new arrow and select
Symbol Shape. The following symbol options appear. Notice you can choose to have No
Symbol at the head of the arrow.

Select the Filled Circle option. The arrow head changes to a filled circle.

Press the third mouse button while on the box at the head of the first arrow and select
Add an Interruption. It is waiting for you to define the interruption by selecting two points.

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Select at the two locations shown below. Notice the interruption appear in the leader.

Press the third mouse button while on the box at the head of the first arrow and select
All Around. This puts a circle around the corner point.

The Rigid option if checked allows you to move the text around and the leader arrows will
adjust with it. If the option is not checked then the text can be moved around but the
orientation and location of the leader arrows will remain stationary.

Press the third mouse button while on the circle at the tail of the arrow. The following
options appear.

If you turn off the Standard Behavior option you position the tail of the leader at various
locations along the frame instead of either the left or right side.

Select the Standard Behavior option to turn it off. You will now position the tail of the
leader at the top of the frame.

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Drag the circle to the top left corner of the frame. You can do this by using the first
button on the mouse. Different frames have different locations that the tail of the leader can
attach to. You will probably want to play with some of the different frames to get a better
feel for your options.

You can also add additional leaders to your text.

Press the third mouse button while on the multi-line text and select the Add Leader
option again. It wants you to define the anchor point for the arrowhead.

Select the view name text. Another leader appears. It should look similar to the diagram
shown below.

Select off the text. You are finished with the leader option. You will now investigate the
various links that can be applied to your text.

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Orientation Link
You can link the orientation of your text to an existing object.

Activate the Right view.

Create text that says oriented and locate it to the right of the geometry.

Press the third mouse button while on the text and choose Orientation Link, Create.
This will allow you to create a link between the text and another object that will orient the
text.

Select the right slanted line. Notice the text changes orientation to that of the line. You
will now change the angle of that link in your part and see what happens to the text.

Go to the part window. You are going to modify Sketch.2 so that the angle of the lines
change.

Modify Sketch.2 so that the top radius is 0.875 and exit the sketch.

Go back to the drawing window. Watch the oriented text as you update the views.

Update the views. You should have noticed that the text changed orientation to keep it the
same as the line.

Modify your part back so that Sketch.2 has a 0.62 radius and update your views. The
text changes orientation again. This is what the orientation link does to your text. You can
remove the link by pressing the third mouse button on the text and choosing Orientation
Link, Delete. You will keep the link.

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Positional Link
You can also create a positional link between the text and another object.

Activate the Front view. When you created the Left side text you associated with the left
line of the extension therefore it already has a positional link. You can always redefine a
positional link if you choose.

Press the third mouse button while on the Left side text and choose Positional Link,
Create. You need to select the object that you want the text to have a positional link with.

Select the left vertical line of the extension. This redefines the positional link even though
it already had one.

Go to your part window.

Modify Pad.2 to use a Length of 0.7 instead of 0.44. This will modify that edge out a
little.

Go back to your drawing. Watch the Left side text compared to the To the left text as you
update your views.

Update your views. Notice that the Left side text moved with the edge as opposed to the
To the left text that remained at its same location.

Change your part back to having Pad.2 use a Length of 0.44 and update your views.
You can delete the positional link by using the third mouse button and choosing Positional
Link, Delete. You will keep the link.

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Attribute link
You have the option of including an attribute in your text. As that attribute changes the text
will dynamically change. This type of link requires that you edit the text in order to add the
attribute link to it, therefore you will have to double select on the text before you will have
the option to add an attribute link.

Activate the Top view. You need to double select on the text in order to have the option to
create an attribute link.

Double select on the Hole text using the first mouse button. The Text Editor window
appears.

Select at the end of the text and enter a space and then insert the diameter symbol.
This is how you can edit your text. You are now going to create an attribute link between
the diameter of the hole and this text.

Press the third mouse button while on the text and select Attribute link. It is now asking
for the link object.

Switch to your part window. You are going to select the hole in order to create the
attribute link.

Select Hole.2. You are automatically returned to the drawing and an Attribute Link Panel
appears.

Select the Diameter attribute as shown above and select OK. The diameter appears in
your text.

Select OK in the Text Editor window. You are now going to modify Hole.2 of your part.

Go to the part window and modify the diameter of Hole.2 to be 0.625.

Go back to your drawing. Watch the text dynamically change when you update the views.

Update the views. Notice how the diameter in the text changed to 0.625. You can attach
just about any attribute to your text. You have the option to replicate this text and attribute
to another element.

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Replicate Text
Replicating text will copy the text and its corresponding text attribute to another similar
element.

You have to specify the element you want the text replicated to first.

Go to your part window and select Hole.1.

Go back to your drawing and select the text replicate icon. It is located under the
text or text with leader icon. You can now select the text that you want to replicate.

Select the Hole text. New text appears and is attached to your pointer. You are going to
select a location for the text.

Select above and to the left of the geometry. The text is created and positioned. Notice
that the text and the attribute got replicated. However, the diameter attribute for this hole is
0.44 inches instead of 0.625.

Add a leader to the new text pointing at the small circle on the left. It should appear as
shown below.

Note: The diameter symbol was a personal choice, it has nothing to do with the fact that a
diameter is being shown. You can have the diameter attribute or any other attribute appear
without having a symbol.

Note: The reason the units appear in the text is because you have the Display Units option
turned on in the Properties under the Text tab. If you turn this option off then the inch units
would not appear.

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Query Object Links

Query object links is used to determine what links are attached to a piece of text.

Press the third mouse button while on the 0.44 hole text and select Query Object
Links... A Query Link Panel window appears. You can see that there is an attribute link
with Hole.1's diameter.

Select Close.

In the Front view press the third mouse button while on the Left side text and select
Query Object Links... The Query Link Panel appears. Notice that there is just a positional
link.

Select the link from the window. The line that is associated with the positional link
highlights in the Front view.

Select Close.

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Isolate Text
There are times when you have a piece of text that is linked to an attribute and you want to
remove this link. You can isolate the text so that it no longer is attached to that attribute.

Press the third mouse button while on the 0.625 Hole text and select Isolate text. The
text is now isolated.

Go to the part and modify Hole.2 to have a 0.44 diameter.

Go back to your drawing and update the views. Watch the text, notice that it did not
change because it has been isolated.

Double select on the text and modify it so that it only says Hole. Your Top view should
appear as shown below.

You will now learn how to position a group of text.

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Element Positioning
Element positioning is used to position elements either by aligning them, spacing them apart
or moving them as a group. This option can be used on more than just text, one example is
views. In order to see the icon you may have to use the pull down menu View, Toolbars and
select Positioning.

Activate the Front view.

Select the following text: Watch for extension, To the right and To the left. You will
probably have to use the Ctrl key.

Select the element positioning icon. The Positioning window appears.

Align These options align your elements vertically left, vertically centered,
vertically right, horizontally top, horizontally centered or horizontally bottom

Space You can adjust the space between the elements either to the right, left, above
or below

Distribute This will distribute the elements uniformly from left to right or from top to
bottom

Move Moves the elements either horizontally or vertically

Select the align to left option. The three items of text align to the left.

Select the align to center option. The three items of text align centered vertically.

Select the distribute vertically option. This spaces your text evenly in the vertical
direction.

Select OK. This option is a quick method for positioning text or other elements.

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Tables
There are two icons available to put tables on your drawing. One option will create a table
from scratch and the other will allow you to import a table from a CSV file.

Make sure the Front view is activated.

Select the table icon. A Table Editor window appears. You can specify how many
columns and rows you want the table to have.

Enter 4 for the Number of columns and 3 for the Number of rows and select OK. You
need to specify the anchor point for the table.

Select to the right of the Watch for extension text. The table appears similar to the one
shown below. You have many options for modifying the table.

Double select on the table. The following framework appears around the table.

You can drag any of the column width sliders or the row height sliders to adjust the width
and height of columns and rows. You are going to perform other types of modifications
instead.

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Double select inside the upper left cell of the table. This will open the Text Editor
window.

Key in Upper left and select OK. The text appears in the table. This is how you can add
text inside the table.

Add the following text to the table. The table should look like the one shown below when
you are finished.

Select the two upper middle cells. You can do this by holding down the first mouse button
on the first cell and dragging the mouse over to the next cell.

Press the third mouse button. The following options appear.

Clear content Erases the content of the cells

Merge Merges the selected cells together

Unmerge Unmerges a cell that has been merged

Insert view Allows you to insert a view into the table

Select the Merge option. The table should look like the one shown below.

Select above the upper left cell. The entire column should be selected.

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Press the third mouse button. The following options appear.

Insert column Inserts a new column at that location

Delete Deletes the selected column from the table

Clear content Erases the contents of the cells in that column

Size

Set size The following window appears allowing you to specify the Column
width

Autofit Will make the column width big enough to contain the text that is in
the column

Select Size, Autofit. The column width adjusts to contain the Upper left text.

Select to the left of the lower left cell. The entire row should be selected.

Press the third mouse button. The following options appear.

You have the same options as with the column except they involve rows.

Select Delete. The row disappears. Your table should look like the one below.

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Select in the upper left corner of the framework. The whole table should be selected.

Press the third mouse button. The following options appear.

Invert columns Inverts the columns, first becomes last, last becomes first

Invert rows Inverts the rows, first becomes last, last becomes first

Invert columns/rows Inverts the columns with the rows, the columns become rows
and the rows become columns

Autofit Autofits the entire table

Extend table Allows you to extend the table either with columns or rows

Select the Invert columns option. The table should look like the one below.

Press the third mouse button in the upper left corner of the framework and select the
Invert columns option again. The table switches back to the original layout.

Using the same procedures, Invert rows. The table should look like the one below.

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Invert rows again. The table switches back to the original layout.

Invert columns/rows. The table should look like the one below.

Invert columns/rows again. The table switches back to the original layout.

Using the Extend table option add 1 column and 1 row.

Adjust the slider so that the third column contain appears as shown below.

Select off of the table. The table should look like the one below.

Edit the table and press the third mouse button while on the lower left cell. Options
appear.

Select Insert view. It is waiting for you to select the view that you want to add to the table.

Select the Right view. The view is inserted into the table.

Select off the table. The table should look like the one below.

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You can continue to play with the various options if you want. You are now going to
import a table from a CSV file. A CSV file is a comma delimited file that can be produced
with most spreadsheets such as Microsoft Excel.

Select the table from CSV icon. It is located under the table icon. This will open an
Import File window.

Select the Materials.csv file and select Open. The Materials.csv file is located in the
Drafting directory. You need to define a position for the table.

Select above the table you just created. The table imports and appears like the one shown
below.

You can modify this table just like you modified the previous table. This time you are going
to split the table.

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Press the third mouse button while on the table and choose Split Table. The Table Split
window appears.

Split Criteria

Max. number of rows The number of rows a table can have before being split

Max. height The maximum height a table can have before being
split

Table Position

Vertical/Horizontal Determines how the multiple tables will be laid out

after splitting

Options

Distance Distance between each table after splitting

Duplicate first row Will duplicate the first row on every table after
splitting

Change the Max. number of rows to 4, turn on the Duplicate first row option and select
OK. The table is split into two separate tables. You will need to change the color of the
second table to be black if it appears in white, otherwise you may not see it.

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Your Front view should look like the following.

You will now create some symbols.

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Creating Symbols
Symbols are another method to convey information about a drawing to other users. The
symbols that you can create are balloons, roughness symbols, welding symbols and welds.
You can also create a datum target but that was covered in the dimensioning section.

Balloon
Balloons are normally used to point out part numbers especially when shown in an assembly
view.

Activate the Top view.

Select the balloon icon. It is located under the text or text replicate icon. You can
now define a location for the head of the arrow.

Select on the bottom horizontal line on the left side. You can now select a location for
the balloon and its text.

Select down and to the left. The Balloon Creation window appears.

Key in 401 and select OK. Notice the balloon automatically resized for the text to fit inside
it. This is very similar to text with a leader and a circular frame.

Select on the balloon. Notice the box at the head of the arrow. You have a lot of the same
options for this leader that you had with leadered text. In the top toolbar you should notice
that the frame option shows the circle frame. Many times companies will have a standard
size balloon that they will want you to use. You can access this standard size by changing
the frame to use the fixed size frame instead.

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Using the icon in the top toolbar, change the frame to use the fixed size circle frame.
This will be the one with the little lock on it.

Double select the balloon. The Balloon Modification window appears. Notice that the
Autofit option is available now.

Select the Autofit option and select OK. The text inside the balloon automatically adjusted
itself to fill the balloon.

Edit the text to be 12345 with the Autofit option on and select OK. The text is always
made to fit within the balloon.

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Roughness Symbol
This exercise will only show you how to create a roughness symbol it will not explain what
all of the options mean in terms of roughness. A roughness symbol states what type of
roughness a particular side can have based on its material removal process and other
parameters.

Select the roughness symbol icon.

Select at the bottom of the left vertical line in the Top view. The Roughness Symbol
Editor window appears.

The following diagrams show the available options under each arrow.

The first area labels various values that you would key in. The second column represents
what type of material removal can be used. The fourth column represents the lay direction.

Change the first option to Rmax with a .25 value next to it.

Change the second option to be the full triangle to signify material removal by
machining.

Change the fourth option to have a lay direction that is perpendicular.

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Invert the symbol if necessary.

Select OK. The symbol is created and should appear similar to the one shown below.

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Welding Symbol
Welding symbols are used to point out the weld specifications on a drawing. Once again
this exercise will only cover how to create a welding symbol.

Activate the Front view.

Select the welding symbol icon. It is located under the roughness symbol icon. This
will allow you to specify the location and type of weld needed.

Select the right vertical line of the extension and the horizontal line at the bottom of
the extension as shown below.

A welding symbol appears pointing at the intersection of the two lines. You need to select a
location for the symbol.

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Select up and to the right of the intersection point. The Welding creation window
appears.

The following diagrams show what options are under each arrow.

The arrows on the top and bottom have the same options.

The row of options on the top are symbols that signify a field weld or weld all around and
determine which side the weld text will be on as well as toggles the display of the weld tail.
The first set of options refers to the kind of fillet such as a bevel groove, fillet, U-groove,
etc. The second set of options refers to the type of weld such as flush, concave or convex.
The third set of options refers to the finish.

Select the flag icon to signify a field weld.

Select the option to put the symbol down.

Select the fillet weld option which is the full triangle and select OK. The symbol is
created and should appear similar to the diagram shown below.

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Weld
You can also create an actual weld to show what the weld will look like.

Select the weld icon. It is located under the roughness symbol or welding symbol
icon.

Select the left vertical line of the extension and the line at the bottom of the extension
as shown below.

A weld appears at the intersection and the Welding Editor window appears.

You can specify the type of weld by changing the icon and you can specify a Thickness and
an Angle for the weld.

Change the type to a straight angle fillet and the Thickness to be 0.125 and select OK.
The weld appears in your view as shown below.

Close all your documents. There is no need to save.

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Markup
These options are used to markup your drawing. A lot of these options can be generated by
modifying the properties of your view to show the respective elements. However, there may
be times that you want to manually create these markups. They are very useful when you
are creating your drawings from scratch instead of having them be generated from 3D.

Center lines and Axis lines

Open the Markup drawing. You should see three views, one of them is a section view.
Notice that there are not any center lines or axes shown in the views. You are going to
manually create them. These views are not linked to a part. The geometry is stand alone 2D
geometry. You are going to provide the markups.

Zoom in on the Top view so that you can see the circles easier. You are going to create
center lines.

Hide the section line. This will allow you to see the center lines better.

Select the center line icon. This will allow you to create center lines.

Select the larger circle on the right side. Center lines appear. You can adjust the length
of them by selecting them and dragging one end of the center lines.

Select both of the smaller circles on the right and then select the center line icon.
Notice that center lines are created on both circles automatically. You can also create center
lines that are associated to another element.

Select the center line with reference icon. It is located under the center line icon.
This will allow you to create center lines that reference another element.

Select the larger circle on the left side. You can now select a reference.

Select the smaller circle in the middle. The center lines appear. Notice that the vertical
center line is not actually a line but a curve since it is referencing the circle.

Select both of the smaller circles on the left and then select the center line with
reference icon.

Select the smaller circle in the middle. The center lines appear on both circles referencing
back to the center circle. You can also create thread notations on your circles.

Select the thread icon. It is located under the center line or center line with reference
icon. This will allow you to create a thread notation on a circle.

Select the smaller circle in the middle. The thread notation appears. Similar to the center
line option, you can create thread notations that reference another element as well.

Select the undo icon.

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Select the thread with reference icon. It is located under the center line or thread
icon.

Select the smaller circle in the middle. You now need to define a reference element.

Select the lower right corner radius. Notice that the thread notation appears with the one
center line curved and the other pointing back at the center point of the corner.

Delete the center lines on the two small circles on the right. You are going to create an
axis line along with center lines between these two circles.

Select the axis line and center line icon. It is located under the center line or thread
with reference icon. This will allow you to select a couple of circles to create an axis line
and center lines between them.

Select one of the small circles on the right and then the other. Center lines are created
on both circles with an axis line connecting the two circles. The Top view should appear
similar to the diagram shown below.

Zoom in on the Front view and activate it. You are going to create some axis lines on this
drawing.

Select the axis line icon. It is located under the center line or axis line and center line
icon. You can select an element that will create an axis line such as a line representing a
cylinder or you can select two reference lines and the axis line will be created in the middle
of them.

Select one of the vertical dashed lines in the middle. This defines one reference line.
Even though this line represents the side of a cylinder the axis line does not appear because
CATIA only sees the element as a line. If this view was linked back to a part that has this
hole then CATIA would realize that this is an edge of a cylinder and an axis line would have
been created.

Select the other vertical dashed line in the middle. An axis line appears in the middle of
the cylinder.

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Adjust the length to extend past the edges of the part. You can adjust the length by
selecting on the line and then dragging one of the white boxes at the end of the line. If you
only want one of the ends to change then you need to hold the Ctrl key down when selecting
the white box.

Create axis lines in the center of all the rest of the holes by selecting the two lines that
represent the edges of the cylinder.

Adjust the length of these lines to extend past the edges of the part as shown below.

Activate the Top view.

Select the axis line icon.

Select the top right horizontal line and the bottom left horizontal line. An axis line
appears.

Adjust the size to go past the ends of the part. This is a good way to create a center line
on your drawing.

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Area Fill
Area fills are useful to finish section views that were not generated from 3D. They can be
used any time and there are patterns that an area fill can use to represent different materials.
You can manually create an area fill using generated elements as well but it is not
commonly needed since the section view and cut will automatically generate the area fill for
you.

Activate the Section view. You will use the area fill option to fill in the necessary areas of
the section view.

Delete the horizontal dashed lines. You do not want these lines to appear in the section
view.

Select the area fill icon. The Area detection window appears.

Automatic Detects the area base on where you select

With profile selection You have to define the boundaries of the area fill

Select the Automatic option. This will determine the area to fill when you specify a
location.

Select inside the part edges at the location shown below. The area fill appears. You can
adjust the area fill using the options in the top toolbar but you will cover those options later.

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Select the area fill icon again. The Area detection window appears.

Select the Automatic option and select inside the area shown below. The area fill is
created. You are now going to make the ends of the section view be filled. However you
want to keep the hidden lines representing a hole beyond the section cut.

Select the area fill icon. The Area detection window appears.

Select the With profile selection option. You are going to select the boundaries manually
because you do not want to use the hidden lines to determine an area.

Select the lines shown below. They should highlight with blue asterisks at the intersection
points.

Select inside the area. The area fill is created.

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Do the same thing for the other side. The Section view should appear similar to the
diagram shown below.

You are now going to modify the pattern that was used when you created the area fill.

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Modifying an Area Fill

You can modify the pattern that an area fill uses as well as modifying the pattern that gets
generated when you create a section view or cut from a 3D part. You can modify a pattern
either by changing its properties or by using the top toolbar.

Properties
Make the Section view active. You are going to change the properties of the pattern.

Go to the properties of the pattern shown below. Remember you can go there by using
the third mouse button.

The following Properties window corresponds to the properties of a pattern that was
manually created not generated by a section view or cut of a 3D part. However, the only
difference between this window and the other is a Material area which would appear at the
bottom. Since an area fill that is created manually is not tied to a part then there is no need
for the Material area. If the pattern is generated from a 3D part then the pattern has the
capability to be linked to the material of the part.

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Make sure you are in the Pattern tab.

Name The name of the pattern

Type You can change the type of pattern from Hatching, Dotting, Coloring, Image
or None. You also have the option to choose a pattern using the ... button.

Hatching You have the option of up to five hatchings. For each hatching you
can specify the Angle, Pitch, Offset, Color, Linetype and Thickness.

Dotting You can specify the Pitch, Color and if the dots are going to be
Zigzag

Coloring You can specify what color you would like to use

Image You can specify which image to use and the Angle and Scale of the
image

Preview Shows a preview of the pattern as you make changes

Material If your part has a material applied to it then you can change the pattern to
match the pattern associated with that material. If there is no material
applied to the part then it just shows the message No Material On Part. This
will only appear if the pattern that is being looked at has been generated from
a 3D part.

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Under Hatching1 change the Angle to 30 degrees, Pitch to 0.08in and the Color to a
dark green and select Apply. Notice the preview changes as you make the changes and the
pattern changes when you select Apply.

Select OK. Notice that the pattern only changes in the one area. The other area fills are not
linked to this one. You will now look at the options that are available in the top toolbar.

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Top Toolbar
The top toolbar has some additional options in it besides the ones that have been covered.
You may not be able to see all of the options because it goes off the side of the window.
You can move the toolbar below the top toolbar so that all of the options are visible.

You can change the color, thickness, line type, point type and layer. You also have two
additional options. One copies the properties of one element onto another. The other option
allows you to change the pattern. The two of interest right now are the copy object format
and the change pattern icons.

Select on the pattern on the far right. The graphical properties will change to show what
the current pattern has assigned to it.

Select the pattern icon. You need to select on the arrow. The Pattern Chooser
window appears.

Filter You can choose from All types, Hatching, Dotting, Coloring and
Pictures

Previous or Next Allows you to page through the different patterns available

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Change the Filter to be Dotting. The number of choices changes.

Select the green dot pattern and select OK. Notice that the dot pattern is too big for the
area. You are going to change the properties of the pattern so that it fits into the area better.

Go to the properties of the pattern. You need to change the Pitch.

Change the Pitch to be 2 and select Apply. Notice the pattern displays more dots.

Change the color to be a pinkish purple and select OK. Your pattern now appears with
that color of dots.

Now that you have modified the two patterns on the right, you want the two patterns on the
left to be the same. You can use the top toolbar and change the properties of each pattern so
that it matches the right side or you can copy the settings of the one pattern to the other.

Select the big pattern on the left. You must select the pattern that you want to copy
settings to before you select the icon.

Select the copy object format icon. You can now select the pattern which acts as the
reference. In other words the pattern whose settings you want to use.

Select the big pattern on the right. The pattern on the left changes to use the same pattern
as the one on the right. You need to do the same thing but use the smaller patterns.

Select the small pattern on the left.

Select the copy object format icon.

Select the small pattern on the right. Your view should appear similar to the one shown
below.

You can use this icon to copy the format of any type of object to another.

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Graphical properties
The top toolbar contains graphical properties. You just used a couple of the options but you
will now look at the remaining ones.

The remaining ones are color, thickness, line type, point type and layer. You will not mess
with the layer option at this time. The other two options are the copy object format and the
change pattern icons that were used earlier.

Select on the left vertical line of the center hole in the Section view. The graphical
properties change to display what the element currently has assigned to it.

Change the color to a dark blue. The line changes color. You may not be able to see it
because the line is highlighted.

Select off the line and notice the color changed. You should also note that the graphical
properties on the top toolbar revert back to the color black. The top toolbar shows the
graphical properties of all new geometry. When you select on a particular element it
changes to show you the graphical properties assigned to that element.

Select the line again. The graphical properties show you what is assigned to the line. Note
the blue color.

Change the thickness to 6 and the line type to dashed. The line changes.

Select off the line. You are now going to copy these settings to the other vertical line
representing the other side of the hole. Remember you need to select the receiving element
first.

Select the other vertical line representing the center hole.

Select the copy object format icon.

Select the blue dashed line. The vertical line changes to match the other one. Your
Section view should appear similar to the diagram shown below.

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Arrows
The last type of markup you can perform on a drawing is the creation of arrows. This option
is not commonly used since normally you will use text with a leader to point out items of
interest.

Select the arrow icon. The arrow option allows you to define an arrow by specifying
the tail of the arrow and then the head.

Select down and to the left in the Section view. You now need to define the head location.

Select on the line at the bottom of the hole. The arrow is created. You may have to
change the symbol to be a filled arrow.

Select on the arrow and change the graphical properties so that the arrow is red. You
should have noticed that the arrow has a box at each end when you select it. Those boxes
will allow you to change the appearance of the arrow.

Select on the arrow again and press the third mouse button while on the box at the tail
of the arrow. The following options appear. These options work the same as they did with
leaders.

Change the Symbol Shape to Filled Square. The arrow appears with a filled square at one
end and an arrow head at the other.

Save your drawing and close all documents.

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Assembly
You are going to create views using an assembly (product) as well as generate views of the
parts that make up the assembly. You will be using a scene that was created, showing the
exploded assembly and you will learn how to generate a bill of material within your
drawing.

Creating an isometric view

Creating views for an assembly is not much different than creating views for a part.

Open the Views Assembly product from the Views Assembly directory. This is an
assembly of a hand drill and it contains a scene of the part exploded.

Start a new drawing with an empty sheet, the settings should be ASME Standard, E
ANSI Sheet Style, Landscape orientation.

Change the windows to be Tiled Horizontally. You should be able to see the sheet and the
product.

Select the isometric view icon and select the product anywhere. Notice the entire
product is going to be used.

Create the view with the following orientation and change the scale to be 0.5. As you
can see it is not any different than creating an isometric view of a part.

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Creating a view from a scene

You are now going to create an isometric view of the exploded hand drill that is shown in
the scene.

Select the isometric view icon and select the scene. This lets CATIA know that you want
to use the scene to generate the isometric view.

Select the product anywhere. The view appears with the parts exploded.

Create the view and change the scale of the view to be 0.5. It should appear similar to
the one shown below.

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Create another isometric of the hand drill not exploded but showing the other side and
with a scale of 0.5. Position the views to look similar to the diagram shown below.

Before you start making views of the individual parts you are going to want to generate
balloons labeling each part and generate a bill of material on this sheet.

Activate the exploded view.

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Generate balloons

Select the generate balloons icon. It is located under the generating dimensions icon.
Balloons appear on the view pointing at the individual parts. The reason they were
generated is because in the product, numbering had been applied labeling them with letters.

Note: You can change what gets generated in the balloon under Tools, Options. In the
Mechanical Design, Drafting, Annotation and Dress-Up tab you can specify whether you
want to use the Numbering, Instance Name or Part Number. In this case you are using the
Numbering.

Move the balloons around to look similar to the diagram shown below. Next you will
generate a bill of material.

Note: There is an option under Tools, Options that will generate a balloon for each
instance of a component. This option is in the Mechanical Design, Drafting, Generation
tab. If this option is on then every instance of a component will get a balloon, if it is off
then only one instance of each part will get a balloon. This only applies when you have a
part instanced multiple times within an assembly. If will not have an effect is this example.

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Bill of Material
Activate the isometric view on the bottom right.

Select the Bill of Material option under the pull down menu Insert, Generation. After
you select this option you need to specify a location for the bill of material to insert.

Select above the geometry. The bill of material appears similar to the diagram shown
below. This is the same bill of material that you can create in assembly design.

The bill of material will update when changes are performed.

You may need to position your views so they are completely on the sheet. You are
ready to begin a new sheet and you are going to create some additional views of the
assembly.

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Other views
Add a new sheet to your drawing. Remember, to add a new sheet you need to select the
new sheet icon. A new sheet is added to your drawing.

Change the scale of the sheet to be 0.5.

Using the view creation wizard create a Top, Front and Right view of your assembly.
Before selecting the product, select the isometric view icon in the bottom toolbar of your
product window.

Position the views to look like the diagram shown below. The Front view should be in
the lower left corner of the sheet.

You are going to create a section view off of the Top view that goes approximately through
the middle of the drill bit.

Create a section view from the Top view that has a section line as shown. Remember
that you need to activate the Top view first.

Position the view above the Top view.

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The view should look similar to the one shown below.

Create a detail view as shown below. This view is created from the Top view. You
should position the view to the right of the Top view.

Creating views of your assembly is really no different than creating views from a part. You
do have a few options about how the parts of an assembly appear in a view. You can
change the properties of the part itself in the assembly window or you can set overload
properties on the view.

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Properties of a part in an assembly

You have three drafting properties that you can change on a part of an assembly.

Go to the product window.

Press the third mouse button while on Ergo Case in the specification tree and select
Properties. A Properties window appears.

Select the Drafting tab. You should see an area called Drafting properties.

Do not cut in section views This option will not allow the part to be cut in a
section view

Do not use when projecting This option will not allow the part to be used when
creating a view

Represented with hidden lines This forces the part to appear with hidden lines

Select the Represented with hidden lines option and select OK.

Go back to the drawing window and update the views on Sheet.2. The views change
with that part showing hidden lines.

Go to Sheet.1 and update the views. The views change with that part showing hidden
lines.

Go to the product window and change the Drafting properties of the Ergo Case to not
be Represented with hidden lines but instead use the option of Do not use when
projecting and select OK.

Switch back to the drawing and update the views on both sheets. Notice that in all
views the case is gone.

Go to the product window and change the Drafting properties of the Ergo Case to not
use the Do not use when projecting option but instead use the Do not cut in section
views and select OK.

Switch back to the drawing and update the views on both sheets. All the views appear
as normal except for the Section view. The Section view shows the handle but it is not cut
by the section line.

Go to the product window and turn all the Drafting properties of the Ergo Case off and
select OK.

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Switch back to the drawing and update the views on both sheets. The drawing should
return to normal.

As you saw changing the properties of the part in the assembly is a good way of having
those properties be used in multiple views but if you wanted some of those properties to
only occur in one of the views then you may have to use a different method. Next you will
look at changing the overload properties.

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Overload properties
The overload properties allows you to change how a particular part is shown or not shown
in a view.

Make sure you are on Sheet.2 and press the third mouse button while on the Section
view.

Select the Section view A-A object and then Overload Properties. A Characteristics
window appears.

Select the gear in the Section view. The gear is shown below.

The Characteristics window changes.

Element Shows the instance name

Cut Will it be cut

Use Will it be used in projection

Hidden Lines Will it show hidden lines

Color, Line Type, Thickness The properties of the element in the view

Visibility Will you see the element

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Select on the element in the window and select the Edit button. The Editor window
appears.

You should notice that three of the options are the same as the Drafting properties of a part
in the assembly.

Cut in section views Will this element be cut in a section view

Use when projecting Will this element be used when projecting the view

Represented with hidden lines Will this element display hidden lines

Shown Will this element be seen

Graphic properties The graphic properties of the element

Turn the Cut in section views option off and select OK. You are returned to the
Characteristics window.

Select Apply. Notice that the gear appears uncut.

Select the Edit button again. The Editor window appears.

Change the color to red and select OK.

Select OK. This closes the Characteristics window.

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Using the Overload Properties of the Top view change the Ergo Case to not be shown.
Notice that the case disappears leaving you with an empty space.

Using the Overload Properties of the Top view change the Ergo Case to be Shown but
not Used when projecting. Notice that the case does not appear but the parts inside the case
do appear. This is the difference between the Use when projecting option and the Shown
option. Note: Overload Properties only affect that view and do not affect the other views.

Position your views similar to the diagram shown below.

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Cut, Copy and Paste views

You can cut, copy and paste views from one sheet to another. This is a quick method of
rearranging your views on a multiple sheet drawing.

Go to Sheet.1. You decide that you do not want both of the isometric views at the bottom
of this sheet.

Press the third mouse button while on the bottom left isometric view and select Cut.
The view disappears.

Move the remaining views as shown below.

Go to Sheet.2. This is so you can see what happens.

Press the third mouse button while on Sheet.2 in the specification tree and choose
Paste. The isometric view appears on this sheet in the same place it was on Sheet.1.

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Move the view to be in the upper right corner of the sheet. Sheet.2 should appear similar
to the diagram shown below.

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Views of parts of an assembly

There may be times that you will want to create views of the various parts of an assembly
instead of or in addition to the views of the assembly. This is easily done by selecting a part
of the assembly instead of the complete assembly.

Insert a new sheet into your drawing. You are going to create views of the various parts
of your assembly.

Change the scale to be 0.5.

Using the view creation wizard define a layout of Front, Top, Right. Before selecting
the part from the display area you will want to select the part from the tree.

Go to the product window.

Select Ergo Case from the specification tree. This will allow you to create views of the
case only.

Select on the side face of the case to define a plane.

Create the views and position them as shown below.

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Repeat the steps for the Drive Gear. The views are created.

Repeat the steps for the Large Drill Bit, Large Chuck and the Output Gear. You may
have to expand the subassembly Output Assembly in order to select these three parts. You
do not need the Top view for these three parts. Position the views as shown below.

You are going to create an isometric view of the subassembly Handle Assembly and views
of its corresponding parts.

Use the isometric view icon and select the Handle Assembly in the product window and
define a plane. Use the side face of the case.

Create the view.

Using the same steps as discussed earlier create Front, Top, and Right views of the
Handle Arm and the Handle Knob. You may have to expand the subassembly Handle
Assembly in order to select these two parts.

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Position your views to look similar to the diagram shown below.

Activate the Isometric view of the handle assembly.

Select the generate balloons icon. Balloons can be generated on a single part or on a
subassembly as long as numbering has been applied to the assembly. The balloon lettering
will remain consistent with the assembly.

Generating views for parts of an assembly is done exactly the same way that you have
already learned. You just need to be careful to select the item from the tree before defining
a plane for orientation.

Save your drawing and close all documents.

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View Links
Every view that is generated from a 3D document is linked to that document by default.
Earlier you saw how you can make modifications to a 3D part and then update the views to
see the modifications take place on the drawing. You also were able to remove the link by
isolating the view. When creating views using an assembly your views are linked to every
item within that assembly by default. There are options that allow you to modify those links
and to even apply those links to other views.

Open the View Links document and drawing located in the View Links directory.

Press the third mouse button while on the Front view and select Front view object,
Modify Links. The Link Modification window appears. By default the view is pointed to
the whole assembly.

Switch to the product window. You are going to select the components that you want the
view to be linked with.

Select each item except for the pins. You will have to use the Ctrl key in order to select
multiple components.

Go back to the drawing window. Notice that the window has the option to Add all.

Select the Add all button. The selected components are added to the Pointed elements
area.

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Select Preview. The window shows a preview of the pointed elements.

Select the two fixtures from the window and select the Remove button. You will have
to use the Ctrl key to select both of them at once.

Select OK and update the views. The front view no longer shows the fixtures or the pins.

Press the third mouse button while on the Front view and select Query Object Links.
The Query Link Panel appears. Notice that all of the individual parts are linked to the view.

Select Close.

Query the object links on the Isometric view. Notice that is just shows a link to the
product itself since it is using the entire assembly.

Select Close.

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Press the third mouse button while on the Front view and select Front view object,
Apply Links To. You will have to specify which view you want to apply the same links to.

Select the Isometric view and update the views. The isometric view no longer shows the
fixtures or the pins.

Query the object links on the view again. Notice that it is now linked to the individual
parts just like the Front view.

Modify the links of the Isometric view. The Link Modification window appears.

Remove all of the pointed elements. Notice that the Whole assembly returns to the pointed
elements area.

Select OK and update the views.

Close all documents.

Note: You can modify links if the view is using multiple parts such as an assembly or if the
view contains multiple bodies of a part. You can then specify which bodies you want to
include in the view.

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2D Geometry
Besides generating geometry from a 3D part or product, you can also create 2D geometry
manually. This geometry is commonly used for defining elements that aid in dimensioning
and to build title blocks. Of course once your company has defined their title blocks you do
not need to create your own. You also have the option of creating 2D views without having
a 3D part or product. This is usually referred to as interactive drafting.

Creating a view
When you are going to create your own views without using a 3D part or product you need
to create a view that the geometry will exist in. This is easily done.

Start a new drawing with an empty sheet, the settings should be ASME Standard, C
ANSI Sheet Style, Landscape orientation.

Select the new view icon. You need to specify a location.

Select in the lower left corner of the sheet. A new view is created with no geometry.

Drawing tools
The drawing tools are identical to your sketcher tools. They are reorganized a little
differently but you have the same options. One exception is that you only have a constraint
by dialog icon. You do not have the constraint icon. This is okay because you use
dimensions to constrain your geometry. You do need to change the dimensions to be
driving dimensions.

Select the profile icon.

Create the following profile. Notice that no constraints were generated as you created this
profile.

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You have two options in the bottom toolbar which allow you to have detected constraints
created and shown.

Make sure the show constraints icon is highlighted. This will allow you to see the
constraints.

Turn on the create detected constraints icon. This will create detected constraints
as you create geometry.

Select the undo icon until the profile disappears. You are going to create the profile
again with the create detected constraints icon on.

Create the profile again. You should see little blue h and v constraints appear on your
lines. Make sure you have the axis visualization turned on under Tools, Options.

Select the geometrical constraint icon.

Select the vertical axis and the leftmost vertical line of your profile and then select in
space. The line turns green because it is constrained with a coincidence constraint is
created.

Select the geometrical constraint icon and select horizontal axis and the bottom
horizontal line and select in space. The line turns green because it is constrained with a
coincidence constraint.

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Select the dimensions icon. This icon is used the same way you used it earlier to
create dimensions.

Make sure you are numeric standard is set to NUM.DINC.

Select the bottom horizontal line and the top left horizontal line and position the
dimension. A dimension appears. Notice the top line did not turn green because this is just
a dimension not a constraint. You need to make this dimension a driving dimension in
order to make it act like a constraint.

Double select on the dimension with the first mouse button. A Dimension Value
window appears.

Select the Drive geometry option and change the value to be 4.5 and select OK. If you
select off the dimension you will notice that it is a blue color representing a driving
dimension. The top left horizontal line is constrained. Since you are going to be creating a
lot of these driving dimensions you will want to set it up so they are created on the fly.

Go to pull down menu Tools, Options, Mechanical Design, Drafting, Dimension and
turn on the Create driving dimension option and select OK. This will set it up so that
when you create a dimension it is automatically a driving dimension. This is normally the
setting you will want to use when constraining 2D geometry.

Create the remaining constraints as shown below. The top two horizontal lines have a
coincidence applied between them.

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Your view should be perfectly constrained. You are now ready to create the Top view.

Select the new view icon and position it above the Front view. A new view is created
called the Top view.

Activate the Top view.

Press the third mouse button while on the Front view and select Front view object,
Show Folding Lines. Folding lines appear from the Front view. You will use these to
create your geometry at those locations.

Select the rectangle icon. It is located under the profile icon. You are going to create
a rectangle by defining the two corners.

Select at the origin of the view and then define the opposite corner. Make sure when
you select the opposite corner the rightmost folding line is highlighted. This will make that
corner lie on that line.

Select the line icon.

Create the two lines on the interior of the rectangle as shown below. Make sure when
you select the end points of the lines that both the outside edge line and the folding line are
highlighted.

Put a driving dimension between the bottom and top horizontal lines and change the
value to be 3.50.

Press the third mouse button while on the Front view and select Front view object, Hide
Folding Lines. You may need to move the view name down a little.

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I know this seems like a pain and it is. CATIA is designed to be a 3D package and therefore
the 2D only tools are not the best in the world. Luckily you do not need to use these options
very often. You are almost done doing views manually.

Create a new view and position it to the right and in between the two existing views. It
is called an Isometric view.

Activate the view.

View plane definition

Select the view plane definition icon. You can find this icon by turning on the Multi
View (2.5D) toolbar using pull down menu View, Toolbars. You can also select the View
Plane Definition option under the pull down menu Tools, Multi View(2.5D). The View
Plane window appears.

You can play with the different options on your own. This determines the axis orientation
for the new view. You can use this option on any new view to create auxiliary views or
isometric views.

Select the ZXY axis in the middle of the top row and select OK. This orients the view to
be in an isometric orientation. You will not notice until you start projecting geometry.

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Multiple view projection

Select the multiple view projection icon. This can be found on the Multi View
toolbar as well. You can also select the Multiple View Projection option under the pull
down menu Tools, Multi View(2.5D). This will allow you to define a plane in one view and
the geometry that goes on that plane in another view. The new geometry gets created in the
active view.

Select the top horizontal line in the Top view. This defines a plane.

Select all of the lines in the Front view. You see the lines appear in the Isometric view as
you select and also the lines highlight in the Front view so you know what you have already
selected.

Select the multiple view projection icon again. This deactivates it so you can define
another plane.

Select the multiple view projection icon again.

Select the bottom horizontal line in the Top view. This defines a plane.

Select all of the lines in the Front view. The lines appear in the Isometric view at a
different location.

Select the multiple view projection icon again to deactivate it. Now all you have to do is
create eight lines connecting the corners.

Select the multiple view projection icon again.

Select one of the top horizontal lines in the Front view. This defines a plane.

Select all four vertical lines in the Top view. The lines appear in the Isometric view.

Select the multiple view projection icon again to deactivate it.

Select the multiple view projection icon again.

Select the middle horizontal line in the Front view. This defines a plane.

Select the two inside vertical lines in the Top view. The lines appear in the Isometric
view.

Select the multiple view projection icon again to deactivate it.

Select the multiple view projection icon again.

Select the bottom horizontal line in the Front view. This defines a plane.

Select the two outside vertical lines in the Top view. The lines appear in the Isometric
view.

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Select the multiple view projection icon again to deactivate it. The isometric view
should look similar to the one shown below.

Change the scale of the sheet to 0.75.

Change the display properties of the lines that should be hidden to be dashed. You
will have to break one of the lines so you can make the hidden portion dashed and leave the
shown portion solid.

Deactivate the analysis display mode icon.

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Position your views so the final drawing looks similar to the one shown below.

You have the option of creating detail sheets that contain 2D components that you want to
reuse in multiple locations on your drawing. These 2D components will be linked to the
detail sheet unless you explode them.

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2D Components
You need to create a detail sheet and then you can define a 2D component on that sheet.
When you are ready to use the component on your drawing you will use the instantiate 2D
component icon. You are going to quickly define a 2D component and then use it on your
drawing. You have the option of putting these components in the catalog and then being
able to use them on a variety of drawings. That option will not be covered in this class.

Select the new detail sheet icon. It is located under the new sheet icon. A new sheet
appears in your drawing but the label has the word (Detail) on it so you can distinguish a
detail sheet from a regular sheet. A view is already available to define the 2D component.

Create a hexagon with a circle on the inside of the hexagon and dimensioned with
driving dimensions as shown below.

Go to Sheet.1 and activate the Top view.

Select the instantiate 2D component icon. You need to specify a component.

Go to Sheet.2 (Detail) and select the component. It automatically takes you back to
Sheet.1.

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Position the component and resize it by dragging the corner. It should appear similar
to the one shown below.

Select the instantiate 2D component icon again.

Go to the detail sheet and select the component. You may not have noticed when you
placed the component last time but there are four additional options that you have to
position the component.

Change the component origin

Change the component angle

Flip across the vertical line

Flip across the horizontal line

You are not going to use any of these options in this case but you should know that they
exist.

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Position the component as shown. This time you are not going to resize it.

Go to the detail sheet and change the dimension of the inner circle to be 1.5 inches.

Return to Sheet.1. Notice that the circles automatically adjusted to be bigger because they
are linked to the detail. You have the option to explode the component into geometry that is
not linked by using the third mouse button. You can also add a leader to the component
using the third mouse button.

Press the third mouse button while on the smaller component and choose the Add
Leader option.

Select the origin point of the view. A leader appears from the center of the component to
the origin. There are times when you have many 2D Components in your drawing and you
need to modify the reference component.

Press the third mouse button while on the smaller component and choose Edit
Reference Component.

Change the diameter of the inner circle to be 1.00 and return to Sheet.1. You can also
replace the reference component.

Go to Sheet.2 (Detail). You are going to create another component.

Select the new view icon and position it somewhere on the sheet and make it active.

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Using the rectangle icon create a 2 inch by 2 inch box centered at the origin. It should
appear similar to the one shown below.

Return to Sheet.1.

Press the third mouse button while on the larger component.

Choose the 2D Component object and select Replace Reference. This will allow you to
specify a new reference component for this object.

Select the new component from the specification tree. The object is replaced with the
new reference.

Go to Sheet.2 (Detail) and hide all of the dimensions on both components.

Go back to Sheet.1. The Top view should appear similar to the one shown below.

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Press the third mouse button while on the smaller component and select Properties.
Make sure you are in the 2D Component Instance tab.

Position and orientation Allows you to key in a position in terms of X and Y, specify an
Angle of rotation or modify the Scale of the instance

Change the scale to be 0.5 and select OK. The component changes to be half the size of
the reference component. If you have the dimensions shown on the reference component
you will not see them change on the instance even though it is at half scale. However, if you
create your own dimension on the instance then it will reflect the actual size of the
component.

Save your drawing and close all documents.

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Background
The background option allows you to create a title block for your drawings. There are some
standard scripts that come with CATIA that will automatically create a title block for you.
You can also create your own script that can be executed when you need a title block.
Another option that you have is to create your title block using the drawing and annotation
tools that are available. There is a model with a title block that is provided that you can use
for your models if you do not want to create your own.

Start a new drawing with an empty sheet, the settings should be ASME Standard, D
ANSI Sheet Style, Landscape orientation.

Select the Background option under pull down menu Edit. You have two new icons
appear that you have not seen before.

Allows you to create a frame

Inserts a bill of material, this is the same as inserting the bill of material in your
working views

Select the frame creation icon. The Insert Frame and Title Block window appears.

Style of Titleblock There are three styles that are available: CATDrwFrame_TitleBlock,
Drawing_Titleblock_Sample1 and Drawing_Titleblock_Sample2

Action Depending on the style you have a series of actions that you can
perform to either create the title block or to modify the title block

Change the style to be Drawing_Titleblock_Sample2 and choose the Action Creation

and select Apply. Notice that the title block gets generated to fit on the current sheet.

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Select OK. Around the outside of the title block there are letters and numbers to create
sections on the sheet and then in the lower right corner there is an information block as
shown below.

You can modify this title block by changing the text or creating additional geometry. There
are some other actions that were available with this title block that you can execute as well.
All of this is tied to the script that was created and provided by CATIA. Your company will
probably develop their own script to create title blocks that fit different size sheets. For
your own experience you are going to use some of the actions provided by CATIA and then
you are going to start over and create your own title block from scratch.

Select the frame creation icon again.

Choose the Action CheckedBy and select Apply. A window appears allowing you to enter
the name of the person who checked this drawing.

Key in your name and select OK. The name automatically appears in the title block under
the CHECKED BY section.

Choose the Action AddRevisionBlock and select Apply. A window appears allowing you
to specify the initials of the reviewer.

Key in your initials and select OK. A window appears allowing you to key in comments.

Key in Empty Drawing and select OK.

Select OK. This will exit the Insert Frame and Title Block window. In the upper right
corner of the sheet you will see a revision block that was added to your title block.

If you were to choose the AddRevisionBlock action again it will add an additional line to this
block. You can see how easy it is to work with the title block if it is set up by your company
using a script. You will now explore creating a title block from scratch.

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Close this drawing without saving. You are going to create your own title block.

Start a new drawing with the same parameters.

Select the Background option under pull down menu Edit. Since you do not want to
have to create the boundary area yourself you are going to use one of the styles to create
that. Then you are going to modify the information block.

Select the frame creation icon.

Choose the style Drawing_Titleblock_Sample2 and the Action Creation and select OK.
The title block is generated. You are now going to modify it.

Remove all the geometry associated with the information block. The lower right corner
should look like the one shown below.

Using annotations and drawing tools create the information block so it appears similar
to the one shown below. Make sure you turn the show constraints icon off. .

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You can enter text in the different locations so that the person creating the drawing can
modify the formula in order to enter their information. This keeps the person from having
to position the text properly.

Create text next to Drawn By of XXX. Make sure you position it correctly. You are going
to create a parameter that you will link to this text.

Select the formula icon in the bottom toolbar.

Change the parameter type to String and select the New Parameter of type button. A
new parameter is created and you can change the name of it and set a value.

Change the name to be Drawn by and the value to be Name and select OK. A
parameters branch appears in the specification tree.

Double select the XXX text.

Press the third mouse button while on the XXX text and select Attribute link. You are
going to link this text to the created parameter.

Select the Parameters branch and the Drawn by parameter in the specification tree and
select the Drawn by attribute in the window and select OK.

Select OK in the Text Editor window. That attribute is now linked to the text at that
location. You can change the text by simply double selecting the parameter from the list.

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Expand the Parameters branch and double select the Drawn by parameter. An Edit
Parameter window appears.

In the right box enter your name and select OK. Your name appears on the title block at
the specified location. You can set up all of the text to have attribute links so that a user
only has to change the parameters instead of editing the background and positioning the
text. You are now going to insert a logo.

Under the pull down menu Insert select Object. The Insert Object window appears.

Select the Create from File option.

Select the Browse button and double select on the NIAR.jpg file. This is located in the
same directory that all of the models for this class are in.

Select OK. The image is located at the origin of the sheet in the far left corner.

Move the image and resize it, similar to the diagram shown below.

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You have the option of creating your own title block, modifying this one or use the one that
is provided with the class for your problems. The information block should contain the
following information: drawn by, date, scale, sheet, drawing number and title. Any other
information that you want the title block to contain is up to you. There is no need to add a
revision area until revisions are made unless you want to. If you want you can create
additional text and link it to parameters for the other areas of the information block.

Change the title block at your discretion.

Select Working Views from the pull down menu Edit. This will return you to the working
area out of the background.

Save this title block in your area. This will be the title block that you will use for your
drawings or you can use the one provided for you.

Close all documents.

Start a new drawing with an empty sheet, the settings should be ASME Standard, D
ANSI Sheet Style, Landscape orientation.

Select the Page Setup option under the pull down menu File. The Page Setup window
appears.

Select the Insert Background View... button.

Select the Browse button and select the Title block D size drawing. You will be
inserting the background that has already been created for you. When you do your problems
you have the option of using this one or the one you created earlier.

Select Insert.

Select OK. The background appears without its parameters.

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If you want the parameters to be available you need to open the title block document and
then save it with a different name each time you are ready to begin a new drawing.

Close this drawing and open the Title block D size drawing.

Save this drawing as Problem #01. This will prepare you for creating the views necessary
for the first problem.

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Review
You can choose how much review you would like to do. If you want to start at the very
beginning you can start with the GDT part and create the views and then dimension,
annotate and markup the views as necessary. If you want to start with the views already
created then you can use the GDT drawing and then dimension, annotate and markup the
views as necessary. If you want to begin with most of the dimensions done then you can use
the GDTfinished drawing. If you want to begin where you left off with the part earlier in
the class then you can start with the GDTfinished2 drawing. The exercise will show you
the steps if you start with the GDTfinished2 drawing. If you begin earlier then you need to
create the necessary views or dimensions as shown in each diagram. The finished problem
will appear as shown below.

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Open the GDTfinished2 drawing. You can open your GDTfinished drawing if you wish,
however this one is provided for you in case you did not save.

In the Section view you need to add the following notation.

You will need to add text with a leader and then create a geometrical tolerance
attached to the text. This will complete the Section view.

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In the Front view you need to do the following. You will need to create the circle and
line as 2D geometry as shown below and then create the two new dimensions. A frame will
need to be added to the 2.200 and the 1.000 dimension whereas text will need to be added to
the 45 degree dimension.

This completes the Front view.

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In the Isometric view you need to add the following annotation.

This completes the Isometric view.

Insert a title block on the drawing and fill it out.

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Position the views so they are clearly seen and save your drawing as Review. The
drawing should look similar to the one shown below.

© Wichita State University Review, Page 285

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Geometry in all viewpoints

Using this review problem, you will look at two final icons. The first is an analysis tool that
lets you see geometry in all viewpoints.

Select the show geometry in all viewpoints icon. This icon can be found by turning
the Analyze option on under the pull down menu View, Toolbars. A 3D Viewer window
appears, showing you the current view.

Make sure the Animate option is on.

Move the cursor on top of the large circle in the Front view. It highlights in blue and you
can see the element highlight in the other views as well. This is a great tool to use when you
are trying to see where an element exists in all the views.

Move the cursor around to other views and other elements.

Close the window when done. You can do this by selecting the X in the upper right
corner.

Filter generated elements

The second icon is the filter generated elements icon. This will dim all the elements that
have been generated from 3D. This is a quick method to check what has been manually
created.

Select the filter generated elements icon. It is located in the Tools toolbar. This
dims all the geometry that has been generated from 3D. Notice that the circle and line that
you created in the Front view are not dimmed as well as the title block and the dimensions.

Select the filter generated elements icon again. This turns the filter off.

Exporting
You can easily export a drawing into different formats by changing the type when you save
your document.

Go to Save As under pull down menu File. In the Save as type area you can select the
arrow to specify what file type you want the drawing saved in.

Change the type to pdf and the name to draw.pdf and select Save. This creates a pdf file
that can be put on a web site.

Save the drawing again using the type tif and change the name to draw.tif. This creates
a tif file that can be used with a word processor, like Microsoft Word.

Close all documents. You do not need to save this drawing since you saved it earlier.

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Problems
Problem #01
Create the following views and dimensions.

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Problem #02
Create the following views and dimensions.

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Problem #03
Create the following views and dimensions.

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Problem #04
Create the following views and dimensions.

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Problem #05
Create the following views and dimensions.

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Problem #06
Create the following views and create the necessary dimensions on your own.

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Problem #07
Create the following views and create the necessary dimensions on your own.

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Problem #08
Create the following views and create the necessary dimensions on your own.

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Problem #09
Create the following views.

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Problem #10
Create the following views and dimensions.

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Problem #11
Create the following views and dimensions.

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Problem #12
Create the necessary views and dimensions for the part below.

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Problem #13
Create the following views.

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Problem #14
Create the necessary views and dimensions for the part below.

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Problem #15
Create the following views for the product below, including a view of the scene with the bill
of material. Also create views for the individual parts.

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Appendix A
This will give a general overview of some of the options available through the pull down
menu Tools, Options. Not all of the options will be covered, just the ones that are pertinent
to this course.

Mechanical Design - Drafting - General

Ruler Shows a ruler at the top and to the left of the screen

Grid Shows a grid that can be defined here and allows you to snap to a point on
the grid

Rotation Allows you to define a snap angle for rotating elements

Colors Allows you to adjust the color of the background for the a sheet and a detail
sheet

Tree Specify if you want to see parameters and relations in the specification tree

View axis Displays the axis and specifies whether it is affected by zooming

© Wichita State University Appendix A, Page 303

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Mechanical Design - Drafting - Layout

View Creation Specifies what gets generated when a new view is created.
The View name, Scaling factor and View frame are on by
default. You can also specify that you want the broken and
breakout specifications to propagate to new views. You can
specify if you want auxiliary views and section views to orient
themselves according to the profile. You can also specify
whether or not you would like the view axis system based on
the 3D axis system.

New Sheet Copies the background view to all new sheets. The source
sheet can be set to be the first sheet or from another drawing.

Background View Specifies the location of for the frame and title block scripts

Section / Projection Callout Specifies if the callout is affected by the scale of the view

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Mechanical Design - Drafting - View

Geometry generation / Dress-up Specifies what geometry will get generated when
creating views. You can also specify what linetypes
you want specific views to use.

View generation

View generation mode You can specify how you want the view to generate,
either as an Exact view, CGR, Approximate or Raster.
You can customize the Raster option.

Exact preview for view generation Gives an exact preview instead of a quick
representation

Only generate parts larger than Specifies the minimum size a part can be and
still be generated

Enable occlusion culling Allows you to turn on occlusion culling which

will only load the parts that are used in that
view instead of loading all of parts

Select body in assembly Allows you to select a body in the assembly

Clipping view Specifies that dimensions on non-visible geometry

will be put in no show

View from 3D Specifies whether you want to keep the layout and dress-up of
the extracted annotations after updating changes in 3D

© Wichita State University Appendix A, Page 305

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Mechanical Design - Drafting - Generation

Dimension generation Specifies what you want to happen when you are generating
dimensions

Balloon generation Generates a balloon for each instance of an element instead of

just creating one balloon for all instances

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Mechanical Design - Drafting - Geometry

Geometry Creates center points for circles and ellipses and allows you to drag
them with the points. You can also choose whether or not you want
the H and V fields to appear in the Tools Palette and if you want end
points created when duplicating geometry.

Constraints creation Creates constraints that it detects

Constraints Display Displays constraints and specifies their size and color

Colors Specifies whether you want to see the colors for the elements that
meet certain requirements such as perfectly constrained

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Mechanical Design - Drafting - Dimension

Dimension Creation Specifies if you want the dimensions to follow the mouse
when you are creating them. You can also specify if you want
a constant offset between the dimension line and the geometry
and whether or not you are creating driving dimensions. The
Detect chamfer option is used to have it automatically
determine the reference surfaces for a chamfer dimension.

Move Allows you to snap when moving a dimension and you can
specify that you only want to move a portion of a dimension

Line-Up Defines the line-up defaults when performing that operation

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Analysis Display Mode Toggles whether or not you want to see the colors associated
with certain types of dimensions

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Mechanical Design - Drafting - Manipulators

Manipulators Specifies their size and if they are affected by zooming

Dimension Manipulators Toggles which manipulators are on during Creation or

Modification

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Mechanical Design - Drafting - Annotation and Dress-Up

Annotation Creation Allows you to specify various options for how the text or its
leader will be oriented with respect to the reference

Move Moves annotations and dress-ups with snapping

2D Component Creation Forces all 2D components to be created with the same size
regardless of the view scale

Balloon Creation You can have the balloon generation be linked to the 3D
geometry either by Numbering, Instance Name or Part
Number

Table Recomputes the table when you are editing a cell

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Mechanical Design - Drafting - Administration

Drawing management Allows for the prevention of certain tasks, such as switching
or updating the standard

Style Sets how the styles will be used

Generative view style Prevents users from being able to create view styles

Dress-up Prevents generated dimensions from driving 3D constraints

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.
 Other available courses

CATIA V5
• CATIA Part Design & Sketcher
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• CATIA Functional Tolerancing & Annotation
• CATIA Stress Analysis
• ENOVIA DMU Viewer

To enroll in any of the above courses, contact us at: (316) 978-3283

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