GOM Correlate

Professional
V8 SR1 Manual Basic
0000000171_008_EN_12-11-2015

Inspection ‒ 3D Testing

GOM mbH
Mittelweg 7-8

D-38106 Braunschweig Tel.: +49 (0) 531 390 29 0

Germany Fax: +49 (0) 531 390 29 15
www.gom.com E-Mail: [email protected]
 Legal Notes

Legal Notes
No part of this publication may be reproduced in any form or by any means or
used to make any derivative work (such as translations, transformations or
adaptations) without the prior written permission of GOM.
GOM reserves the right to revise this publication and change contents from
time to time without obligation on the part of GOM to provide notification of
such revision or change.
GOM provides this manual without warranty of any kind, either implied or
expressed, including, but not limited, to the implied warranties of merchanta-
bility and fitness for a particular purpose.
GOM may improve or change the manual and/or the product(s) described
herein at any time.
Copyright © 2015
GOM mbH
All rights reserved

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 Table of Contents

Table of Contents
Legal Notes...................................... .....2 C 10.4 Approach........................................... ...42

1 Notes......................................................7 D Workflow Simple Inspection of

. Surface Components...................... ...43
1.1 Standard Signal Words...........................7 .
1.2 Safety and Health Hazard Notes....... .....7 D1 Introduction...........................................43
1.3 Information About the Training Man- D 1.1 Introduction...........................................43
ual...........................................................7 D2 Introduction to Surface Components. ...43
1.4 Target Group...........................................7 D3 Create Surface Component..................43
1.5 Training Goal..................................... .....8 D4 Creating 3-2-1 Alignment on Surface
Component........................................ ...46
A Introduction to the Software................9 D5 Displacements and Strains on Sur-
face Components.............................. ...47
B General Operation of the Software ...11 D 5.1 Check Displacement.............................47
.
B1 Start Screen.......................................... 11 D 5.2 Checking Strains............................... ...50
B2 Graphical User Interface.......................12 D6 Displacements and Strains on Sec-
B3 Overview Explorer............................. ...13 tions................................................... ...50
B4 Skins.....................................................14 D 6.1 Creating Sections.............................. ...50
B5 Timeline............................................. ...15 D 6.2 Tips & Tricks...................................... ...52
B6 Direct Help............................................17 D 6.2.1 Display Trajectories........................... ...52
B7 Useful Mouse Functions.................... ...17 D 6.2.2 Zoom in Section....................................53
B8 Undo and Redo Actions........................19 D 6.2.3 Color From Legend...............................53
D 6.3 Deviation Labels on Sections............ ...54
C Workflow Simple Inspection of D 6.4 Document the Result......................... ...55
Point Components..............................21 D7 Exercise................................................55
. D 7.1 Goal................................................... ...55
C1 Introduction...........................................21 D 7.2 Prerequisites.........................................56
C2 Definition of Nominal and Actual D 7.3 Task................................................... ...56
Data................................................... ...21 D 7.4 Approach........................................... ...56
C3 Open Project.........................................22
C4 Creating point component................. ...22 E Traceability and Element Depend-
C 4.1 Image Mapping.....................................22 encies............................................... ...57
C 4.2 Introduction to Point Components..... ...23 .
C 4.3 Creating point component................. ...23 E1 Introduction...........................................57
C5 Alignments............................................27 E2 Traceability........................................ ...57
C 5.1 3-2-1 Alignment................................. ...27 E 2.1 Edit Creation Parameters.................. ...57
C 5.2 Rigid Body Motion Compensation..... ...32 E 2.2 Recalculate All Elements......................59
C6 Inspection Workflow..............................35 E 2.3 Edit the Alignment............................. ...60
C 6.1 Checks in the Main Toolbar............... ...35 E 2.4 Editing Reference Stage.......................62
C 6.2 I-Inspect ...............................................36 E3 Element Dependencies..................... ...64
C 6.3 Creating a Vector Field...................... ...37 E4 Naming of Elements.......................... ...65
C 6.4 Legend..................................................38 E 4.1 Rename Elements............................. ...66
C 6.5 Create Deviation Labels.................... ...39 E5 Exercise................................................67
C 6.6 Tips & Tricks...................................... ...40 E 5.1 Goal................................................... ...67
C7 Document the Result......................... ...41 E 5.2 Prerequisites.........................................67
C 7.1 Tips & Tricks...................................... ...41 E 5.3 Task................................................... ...67
C 7.1.1 Screen Presentation of Reports........ ...41 E 5.4 Approach........................................... ...67
C 7.1.2 Preview of the Report Page..................41
F Diagrams.......................................... ...69
C8 Save Project...................................... ...41 .
C9 Exporting Video from Report Page.... ...42 F1 Introduction...........................................69
C 10 Exercise................................................42 F2 Stage Ranges.......................................69
C 10.1 Goal................................................... ...42 F3 Adjusting Diagram Representation.......73
C 10.2 Prerequisites.........................................42 F4 Exporting Diagram Contents............. ...74
C 10.3 Task................................................... ...42

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 Table of Contents

F5 Report Pages with Diagrams................74 H Additional Alignments and Local

F6 Exercise................................................74 Coordinate Systems...........................99
F 6.1 Goal................................................... ...74 .
F 6.2 Prerequisites.........................................74 H1 Introduction...........................................99
F 6.3 Task................................................... ...74 H2 Create 3-Point Alignment.................. ...99
F 6.4 Approach........................................... ...75 H 2.1 Selections in the 3D View.................. .102
H 2.2 Create Best-Fit Alignment................. .103
G Report............................................... ...77 H3 Tack Elements To Point Component...105
. H4 Analyses with Local Coordinate Sys-
G1 Introduction...........................................77 tems....................................................107
G2 Report Styles, Report Templates and H 4.1 Introduction to the Local Deformation
Report Master.......................................78 Analysis............................................. .107
G3 Preview of the Report Page..................79 H 4.2 Construct Local Coordinate System
G 3.1 Editing View of a Report Page..............79 by Orientation.................................... .108
G 3.2 Editing Report Page in the Preview......81 H 4.3 Construct Local Coordinate System
G4 Inserting deviation labels later........... ...83 by 3-2-1............................................. .109
G5 Changing Alignment Method............. ...83 H 4.4 Analyses with a Local Coordinate
G6 Adjusting Legends............................. ...84 System................................................ 110
G7 Creating Title Page............................ ...85 H 4.5 2-Coordinate-System Distance
G8 Creating Table of Contents................ ...85 (6DoF)............................................... . 111
G9 Creating Report Pages with Two H5 Exercise.............................................. 114
Representations................................ ...85 H 5.1 Goal................................................... . 114
G 10 Export As PDF......................................85 H 5.2 Prerequisites....................................... 115
G 11 Screen Presentation of Reports........ ...86 H 5.3 Task................................................... . 115
G 12 Carrying out User-defined Changes.. ...86 H 5.4 Approach........................................... . 115
G 12.1 Editing Layout.......................................86
G 12.2 Adding Diagram to Report Page...........87 I User-Defined Inspection Principle. .117
G 13 Managing Report Templates.................88 .
G 13.1 Overwriting Report Template............. ...89 I1 Introduction......................................... 117
G 13.2 Adding Report Template.................... ...90 I2 Initial situation..................................... 117
G 13.3 Creating Report Template with Ani- I3 Inspecting Basic Element.................. . 118
mated 3D View.................................. ...91 I4 Define User-Defined Inspection Prin-
G 13.4 Changing the Report Master............. ...91 ciple................................................... . 118
G 13.5 Creating Report Template from Very I 4.1 Prerequisites for the User-Defined
Beginning..............................................92 Inspection Principle........................... . 118
G 13.6 Saving User-defined Report Style I 4.2 Create User-Defined Inspection Prin-
and Templates................................... ...93 ciple................................................... . 119
G 14 Tips & Tricks...................................... ...93 I5 Apply User-Defined Inspection Prin-
G 14.1 Lock Report Page.................................93 ciple................................................... . 119
G 14.2 Changing Order................................. ...93 I6 Tips & Tricks...................................... .120
G 14.3 Displaying Details.............................. ...94 I 6.1 Change User-Defined Inspection
G 14.4 Changing the Display Size................ ...94 Principle..............................................120
G 14.5 Create Report Page..............................94 I 6.2 Tagging Elements of the User-
G 14.6 Restore 3D View from Report Page.. ...94 Defined Inspection Principle.............. .120
G 14.7 Changing Alignment Method............. ...95 I 6.3 Delete User-Defined Inspection Prin-
G 14.8 Changing Report Style of Report ciple................................................... .121
Page.................................................. ...95 I7 Exercise..............................................121
G 14.9 Changing Report Style of All Report I 7.1 Goal................................................... .121
Pages................................................ ...95 I 7.2 Prerequisites.......................................121
G 14.10 Filtering Report Pages Using Tags.... ...96 I 7.3 Task................................................... .121
G 15 Exercise................................................96 I 7.4 Approach........................................... .122
G 15.1 Goal................................................... ...96
J Project Templates............................ .123
G 15.2 Prerequisites.........................................96 .
G 15.3 Task................................................... ...96 J1 Introduction.........................................123
G 15.4 Approach........................................... ...97 J2 Create a Project Template................. .124
J3 Create Project From Template............126

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 Table of Contents

J4 Manage Templates............................ .126 J 6.2 Prerequisites.......................................127

J5 Public Folder.......................................127 J 6.3 Task................................................... .127
J6 Exercise..............................................127 J 6.4 Approach........................................... .127
J 6.1 Goal................................................... .127

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 Target Group
Notes

1 Notes
1.1 Standard Signal Words
In this publication the following standard signal words can be used:

DANGER
▶ The label points to an imminent danger. The situation can lead to serious
bodily harm or death!

WARNING
▶ The label points to a dangerous situation. The situation can lead to seri-
ous bodily harm or death!

CAUTION
▶ The label points to a dangerous situation. The situation can lead to light
bodily harm!

NOTICE
▶ The label points to a situation which can lead to material damages. The
damages can result on the product or in the vicinity of the product!

Info The label indicates important application notes and useful information.

1.2 Safety and Health Hazard Notes

WARNING
Disregarding the safety and health hazard notes can cause accidents and
damage to the device.
▶ Observe the safety and health hazard notes in the sensor-specific user
information!

1.3 Information About the Training Manual

The training consists of several units that are based on each other chronologi-
cally from simple to complex contents.
Each unit contains a demonstration part and, if possible, an exercise.
The demonstration part explains the contents. In the training, the trainer
shows you the contents and the workflow.
The exercise helps you to repeat and consolidate the newly learned.

1.4 Target Group

Users who do not have any or only few experiences with the software-based
evaluation of measured objects.

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Training Goal
Notes

Prerequisites for a successful transfer of knowledge:

● Basic knowledge of how to use a PC system
● Basic knowledge of how to use windows-oriented software
● Ability to visualize in 3D
● Color vision ability

1.5 Training Goal

At the end of the training you are able to:
● Create components
● Carry out simple inspections
● Understand creation parameters and element dependencies
● Carry out 3-point alignments and best-fit alignments
● Construct elements, use measuring principles and check elements
● Show, adjust and export diagrams
● Create and edit reports and change the layout
● Create a user-defined inspection principle
● Create project templates

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 Introduction to the Software

A Introduction to the Software

Using the GOM Correlate Professional software, you can evaluate your 3D
and 2D measuring data. The measuring data come from other GOM applica-
tions. You can apply the 3D and 2D analysis functions to point data and to
facet data.
You can inspect the measuring data with each GOM Correlate Professional
license and in the free inspection software GOM Correlate.

Info In GOM Correlate, not all functions are available.

The software works according to the principle of parametric inspection. Each

single element keeps its creation sequence within the software structure.
Thus, the software also saves the dependencies of the elements regarding
each other. Therefore, you can modify single elements without any problems.
With just one button, you update the entire analysis. Due to the parametric
inspection, you can trace back each element to its creation.
The software offers extensive functions:
● Create elements.
● Check elements.
● Create report pages.
● Prepare serial evaluations.
● Define project templates.

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Page 10 (127) 0000000171_008_EN_12-11-2015
 Start Screen
General Operation of the Software

B General Operation of the Software

B1 Start Screen

Info To be able to work with the software, create a project.

When you start the software, the start screen of the software appears. You
can open a project in different ways.

You can carry out the following:

● To create a new empty project with default parameters, click New Project.
The software creates an empty project. You can e.g. measure or import
measuring data for inspection.
● To open a project, click Open Project.
The software opens the Windows explorer. Navigate to the project which
you want to open.
● To create a project from a template, click Project Templates.
The software opens a view of all project templates with predefined con-
tents and settings.
● To open a recently used project, click Recently Used Projects.
The software opens a view of all projects which you recently used.
● To open sample projects, click Sample Data.
The software opens a view of saved sample projects. Depending on the
setting, the projects are your projects or the projects which are provided
as default.
● To get further information abound GOM products, click GOM Community.
The software opens a view with links to e.g. video tutorials on YouTube or
to the forum in the GOM Service Area.

Fig. 1: Start screen of the software

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Graphical User Interface
General Operation of the Software

If you choose Sample Data, Project Templates or Recently Used Projects, the
software displays an overview. As a default, the overview is arranged in tiles.

Using the button in the top right corner, you change the display to a list.
When you move the mouse cursor over the projects and project templates,
the software displays further details. You see the name of the project, a pre-
view image and storage details.

Using button , you reach further settings of the project templates.

If you choose one of the options for selecting a project or project template,
you can search for projects or project templates.
As soon as you start entering a word in the search field, the software adjusts
the display. Then, you can only see the projects or project templates which
contain the entered letter sequence.

B2 Graphical User Interface

Fig. 2: Graphical User Interface

Save, undo, redo project, edit toolbar Toolbar with selection options
Menu bar Timeline
Main toolbar, depending on workspace Direct help
Workspaces, drop-down list Alignments
Overview explorer Properties
Sub-explorer GOM website
3D view Initialize a connected sensor

On the top of the application software, you can save the project, undo and
redo steps and adjust the main toolbar.
The menu bar is below. The menu bar contains the functions which you
need for your work.

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 Overview Explorer
General Operation of the Software

On the left side, there are the workspaces in a drop-down list. Workspaces
are e.g. Report or Inspection. Choose the appropriate workspace depending
on your task. If the workspace is enabled, the button is displayed in color.

Info The available workspaces depend on the software license.

The main toolbar changes together with the chosen workspace. The soft-
ware displays only those buttons and icons that you need for your task. Using

the button in , you can insert functions which you frequently use into
the main toolbar.

Info Both, the workspaces and the toolbars represent the workflow as far as possi-
ble.

In the 3D view , you see the measuring data, the CAD data and all created
elements. In this window area you work the most time. Here, tabs with addi-
tional display options are available (e.g. display of elements in diagrams or
tables). If you considerably zoomed in your object in the 3D view, you can use
the tab PIP (Picture in Picture) to display the overview of the object.
In the toolbar in the lower window area , the most frequently used selection
tools are shown. Here, you can also enable and disable the image mapping.
In the element properties , you find important information about the selected
element. You can set various parameters for the element.
If you click the logo , the GOM website opens. Therefore, you need Internet
access.
The buttons for initializing the sensor are only visible when a sensor is con-
nected to your computer and when you are in a workspace for measuring.

Info
To open and close window areas, click . For the explorer area, you can
also use the shortcut Shift + Tab . For the properties area, you can also use
the shortcut Tab .

If the software carries out computations, it shows a status bar at the bottom.
By clicking the cross, you abort the running process.

B3 Overview Explorer
The overview explorer is divided into two parts:
● In the upper part of the overview explorer, there are all elements of the
project sorted by their functionality.
● The lower part of the overview explorer contains the sub-explorer. In the
sub-explorer, there are further categories by which the elements are sor-
ted.

The software arranges the elements in the overview explorer by their func-
tions.
If you click a category, you open the folder in the overview explorer and dis-
play all existing subcategories.

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Skins
General Operation of the Software

Fig. 3: Sub-categories in the overview explorer

The elements are classified in the groups Nominal Elements, Inspection and
Actual Elements. Also, the alignments, coordinate systems and report pages
are listed in own categories in the overview explorer.
The sub-explorer contains further categories by which the elements are sor-
ted.

Using the button you choose the category which

displays the sub-explorer.
In the categories Elements of Selection, Measurements and CAD body, you
get further information details about the elements in the overview explorer.
You can sort the elements by their occurrence in the project in further catego-
ries like Imported, Errors and so on.

Options for drag & drop from the overview explorer

Key combination Action

Press LMB + drag elements into the 3D view or The element is displayed exclusively.
into the PIP

Shift + LMB + drag elements into the 3D view The element is displayed additionally to the exist-
or into the PIP ing elements.

RMB + drag elements into the 3D view or into the The software opens a context menu. You decide
PIP whether the elements are displayed exclusively
or additionally.

If there are not computed elements in the project after a change, you can
recalculate all elements in the project using the button Recalculate Project

. You find the button above the overview explorer.

Locked report pages are excluded from recalculation.

B4 Skins
Different inspection tasks sometimes require different evaluations and report
representations. Therefore, you can adapt in the software the default tem-
plates to your needs.
Skins summarize all templates in your project to one parent template. A skin
saves:

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 Timeline
General Operation of the Software

● Label templates
● Legend templates
● Table templates
● Report templates
● I-Inspect configurations

With a skin, you can use your adapted templates in any project.
The software provides two system skins:

● Inspection
● Deformation

The system skin Inspection is defined for all standard inspection tasks of the
sheet metal industry, the foundry industry, etc. The system skin Deformation is
configured for inspection tasks of deforming and moving parts.
As a skin also contains the configuration of I-Inspect, the available inspections
depend on the selected skin.
Via Edit ► Skins ► ..., you see the currently set skin. Here, you can choose
skins for your project and manage skins.
As soon as you change any template, e.g. a label template, a (*) appears next
to the name of the currently used skin.

B5 Timeline
The software manages multiple measurements or objects in stages. Thus,
you manage repeated scans of parts such as polygonized meshes. In addi-
tion, you manage measurements which were carried out over a certain time
period or which represent a specific state of an object. The overview explorer
contains only one object which works as placeholder. If you want to manage
ten meshes or ten measurements, the overview explorer contains just one
element. For the ten objects, the software creates ten stages which you man-
age using the Timeline.
The Timeline appears automatically as soon as there are stages in the
project. If you click a certain stage, the stage is directly displayed in the 3D
view.
You can import the following elements as stages.
● Meshes
○ .g3d
○ .stl
○ .ginspect
● Photogrammetry measurement series
○ .tritop
○ .ginspect
● Deformation measurement series
○ .stage_files
○ .aramis
○ .gcorrelate

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Timeline
General Operation of the Software

Example:

Video 1: Timeline with meshes

Example:

Video 2: Timeline with a deformation measurement series

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 Useful Mouse Functions
General Operation of the Software

B6 Direct Help
In the direct help, you get selective information about software functions. You
can get information about how you use the function and how the function
works. The direct help describes the single elements of the dialogs and their
functions.
All menu and dialog texts of the GOM software are marked with dark red let-
ters.

You can open the Direct Help in different ways:

● Context sensitive: Open the function Help ► Direct Help. Then, click
with the question mark on a menu item or in an opened dialog window.
● Context sensitive: Click the question mark in the title line of an open dia-
log window. You can also press F1 .
● Direct help subjects: Click the arrow next to the direct help search field

and then on . You reach the start page of the

direct help. Navigate to the subject of your interest using the given links.
Via the menu item What's New in Vxxx?, you get an overview of all new
functions of the respective software version.
● Direct help subjects: Enter a search term into the Direct Help search
field. You then get a list with respective subject suggestions.

As soon as you start to enter a term in the search field, a list with possible hits
opens.

Fig. 4: Direct Help search field

B7 Useful Mouse Functions

Info These specifications refer to a standard mouse set up for a right handed per-
son.

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Useful Mouse Functions
General Operation of the Software

Mouse functions in the 3D view and in the live image

Mouse function Action

Press LMB (left mouse button) + move mouse Rotate

cursor in the 3D view

LMB + simple click Select element

LMB + double clicking Open properties window for the element

MMB (mouse wheel / middle mouse button) + Zoom

turn it in the 3D view and live image

Press Shift + LMB + move mouse cursor in the Rotate around clicked point
3D view

MMB live image Translate

Tab. 1: Mouse functions in the 3D view and in the live image

Mouse functions on the coordinate system (bottom left corner in the software)
Mouse function Action

Move the mouse cursor to the coordinate system Display rotation functions
icon

LMB (left mouse button) + click coordinate arrow Choose standard view

LMB + click border or edge of coordinate cube Choose ISO standard view

LMB + move mouse cursor over angle display + Rotate view by chosen angle
click

LMB + click rotation mode icon Choose additional rotation planes

Tab. 2: Mouse functions on coordinate system icon

Fig. 5: 3D view with coordinate cube as control element

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 Undo and Redo Actions
General Operation of the Software

Fig. 6: 3D view with coordinate plane as control element

B8 Undo and Redo Actions

You can undo or redo any action in the software.

Info As soon as you save your project, you can no longer undo or redo an action.

Icon Description Shortcut

Undo: If you want to undo single actions, use this function. You Ctrl + Z
can use this function several times in succession.

Redo: If you want to redo single actions, use this function. You Ctrl + Y
can use this function several times in succession.

Edit ► Undo Undo several actions: Using this menu item, you open a list of all ---
Steps... actions. Click an entry in this list. All actions below are undone.
Redo several actions: If you click an entry below the selected
entry, you can redo actions you just undid. All actions below are
redone.

Info
If you save or open the project, this list is empty.

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Page 20 (127) 0000000171_008_EN_12-11-2015
 Workflow Simple Inspection of Point Definition of Nominal and Actual Data
Components

C Workflow Simple Inspection of Point Components

C1 Introduction
In this unit, you learn a general workflow for inspection.
The workflow is typical for all inspections.

This unit deals with the following subjects:

● Opening a project
● Image mapping
● Selections in 3D
● Creating point components
● Aligning measuring data
● Rigid body motion compensation
● Vector fields
● Visualizing deviations with labels
● Adding stage ranges
● Documenting results with report pages
● Saving the inspection project
● Exporting report pages to PDF

C2 Definition of Nominal and Actual Data

Nominal data are all CAD data and reference data as well as all elements
which were created based on such data. Nominal data are the basis for evalu-
ations.
Actual data are all data captured by e.g. the GOM software and all elements
which were created based on these data. Actual data are data which you want
to analyze.

Example:
In your project, there always is a stage which is used as reference stage. The
other stages are analyzed against this stage. Due to this fact, a reference
stage can be regarded as a nominal element. Then, all stages, which are ana-
lyzed, belong to the actual data.

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Creating point component Workflow Simple Inspection of Point
Components
C3 Open Project
Requirements:
● ... ► training_data_correlate_prof_basic ► gom_testing_object -
motion_analysis ► motion_analysis_measurements_only.aramis

Procedure:

1. Open the project.

In the overview explorer, there is a measurement series under Actual Ele-

ments ► Measurement Series.
The individual measurements are listed in the Timeline.
The software marks measuring data as actual data.

Fig. 7: Actual element in green color

Info Actual elements are displayed with green icons.

Nominal elements are displayed with blue icons.

In the overview explorer, you find all elements which exist in your project.

C4 Creating point component

C 4.1 Image Mapping

You can use the image mapping function to display 2D camera images and
3D measuring data together in the 3D view. Thus, you have a good overview
of the different camera positions from which you measured the measuring
object. You can combine inspection results with image information. The soft-
ware offers the possibility to use image mapping in report pages.
In the image mapping, you see all measurements which the system cap-
tured. As a default, you see only the left camera image.

To see the right camera image in the image mapping, use the function .
You can use the image mapping images to inspect the measured data and to
combine the inspection results with image information. The software offers the
possibility to use image mapping in report pages.
You enable the image mapping using the button (Image Mapping On) in
the selection toolbar.

Fig. 8: Toolbar with selection options

If you want to display a specific image in all stages, use function View ► 3D
Measuring View ► Lock Stage Image Mapping. If you enable the function, the

software displays the icon in the 3D view.

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 Workflow Simple Inspection of Point Creating point component
Components
C 4.2 Introduction to Point Components
You can combine measured reference points to a point component. The indi-
vidual points get an own ID which is identical in all stages. The software iden-
tifies the point component in all stages by the distances between the individ-
ual points. The software traces the point component in 3D space in every
stage.
A point component must contain at least three points. GOM recommends five
points in a point component. A point can be a member of several point com-
ponents. You can use a point component for inspections and constructions
which are computed in all stages of a project.

You can choose between Component type Rigid and Deforming.

● A rigid point component is a rigid body which moves through space. The
points of the point component do not move relatively to each other.
● In a deforming component, the points of the point component move rela-
tively to each other.

C 4.3 Creating point component

The behavior of the excavator raises typical questions. When you move the
boom of the excavator up and down, you can observe movements of the
superstructure. You can divide these movements into two categories.

● The absolute movement of the superstructure in 3D space

● The relative movement of the superstructure to the undercarriage

The superstructure is allowed to rotate on the undercarriage. A different

movement of these parts relative to each other must not occur. You can
neglect the absolute movement of the superstructure. Therefore, typical ques-
tions are:
● To what extent does the superstructure moves relatively to the undercar-
riage?
● When do these movements occur?
● In which directions do these movements occur?

Video 3: Movements of the superstructure

You can answer these questions with the help of point components.

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Creating point component Workflow Simple Inspection of Point
Components
To analyze the movements of the superstructure relative to the undercarriage,
create a point component. The point components represent the parts which
you want to analyze.
Procedure:

1.
Open the function ► Create Point Component.
2. Create the point component for the undercarriage.
a) Enter the name Undercarriage for the point component.
b) Under Component type, choose whether the point component is rigid
or deforming. As you expect that the undercarriage of the excavator is
not deforming, choose the option Rigid.
c) Select each point of the undercarriage with Ctrl + LMB. To draw a
rectangle, also use Ctrl + LMB.
d) Create the point component.

Fig. 9: Dialog for creating the point component for the undercarriage
3. Create a point component for the superstructure.
a) Enter the name Superstructure for the point component.

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b) Under Component type, choose whether the point component is rigid
or deforming. As you expect that the superstructure of the excavator is
not deforming, choose the option Rigid.

Fig. 10: Dialog for creating the point component for the superstructure

If the function Recalculate Visible Elements In All Stages is enabled ( )

in the timeline, the software computes the point components in all stages.

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Fig. 11: Computed elements with enabled function

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If the function Recalculate Visible Elements In All Stages is enabled ( )

in the timeline, the software computes the point components only in the cur-
rently selected stage. If you select another stage, the software computes the
point component in that stage. The software displays all not computed stages
in yellow.

Fig. 12: Partly computed timeline with disabled function

Procedure:

1.
To compute the point components in all stages, enable ( ) the func-
tion Recalculate Visible Elements In All Stages.

The software recalculates the point components.

Info In the further course of the training, the button Recalculate Visible Elements In

All Stages remains enabled ( ).

C5 Alignments

C 5.1 3-2-1 Alignment

Using the 3-2-1 alignment, you can transform 3D objects.

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In a 3-2-1 alignment, six 3D points describe the coordinate system. Three
points describe a plane, two points a line and one point the origin.

The rule ZZZ-YY-X means:

● The three Z points Z1, Z2, Z3 describe the blue Z plane. Use points which
are far from each other. Do not use points which lie in one line.
● The two Y points Y1 and Y2 define the green Y plane. Use points which
are far from each other.
● The X point X defines the red X plane.

Fig. 13: Rule ZZZ-YY-X

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Fig. 14: 3-2-1 alignment result

The zero point of the coordinate system is at the intersection of the planes.
The software offers different creation rules in the dialog (see Fig. 15).

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Fig. 15: 3-2-1 rules

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Check the point components in a suitable coordinate system. Use the 3-2-1
alignment.
Procedure:
1.
Execute the function ► 3-2-1.
2. Create the 3-2-1 alignment.
a) With Ctrl + LMB, select three points for the Plane.
b) Select two points for the Line.
c) Select one point for the Point.

Fig. 16: 3-2-1 alignment points

3. Display the coordinate system in its origin with View ► 3D View Elements
► Coordinate System In Origin.

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4. For the Z axis pointing to the front and the Y axis pointing to the top,
choose Rule ZZZ-YY-X.

Fig. 17: 3-2-1 rule

5. Create the alignment.

Info Create the 3-2-1 alignment on the point components. The software computes
the alignment in all stages. The points of the point component have the same
numbering in all stages. If the points in the stages are different, the software
cannot compute the alignment correctly.

C 5.2 Rigid Body Motion Compensation

Using the rigid body motion compensation, you analyze the relative move-
ment of one component to another point component which is used as refer-
ence. The point component serves as fixed reference in the 3D space. The
movement of all point or surface components is computed relatively to the ref-
erence component.
The following example shows the principle of the rigid body motion compen-
sation. The objects by which a movement is corrected, are displayed in red.

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Video 4: Rigid body motion compensation principle

To compensate displacements, use the rigid body motion compensation.

Before the measurement, decide whether you want to compensate the move-
ment or not. Apply reference point markers on the parts or on the areas by
which you want to compensate the movement.
The following example shows the evaluation of the GOM Testing Object -
Motion Analysis. Video 5 shows the object without rigid body motion compen-
sation. Video 6 shows the object with rigid body motion compensation. In the
example without rigid body motion compensation, you can recognize the total
movement of the object referring to the original state. The example with rigid
body motion compensation shows the relative movement between the super-
structure and the undercarriage.

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Video 5: Displacements without rigid body motion compensation

Video 6: Displacements with rigid body motion compensation by the hub

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Compute the relative movement of the superstructure to the undercarriage.
Use the rigid body motion compensation.
Procedure:
1.
Click button Create Alignment in the main toolbar Inspection.
2. Execute the function Transform By Component.
a) Choose Actual component ► Undercarriage.
b) Create the alignment with OK.
3. Recalculate the entire project.

You find the rigid body motion compensation in the alignments. You can
define several rigid body motion compensations. You can only enable one
rigid body motion compensation at a time.
Example:

Fig. 18: Enabled rigid body motion compensation

C6 Inspection Workflow

C 6.1 Checks in the Main Toolbar

In the main toolbar of the workspace Inspection, there are the buttons Check

Of All Visible Actual Elements and Inter-Stage Check Of All Visible

Actual Elements .
The software uses the functions, which you open via these buttons, on all ele-
ments which are visible in the 3D view. If a check is possible for these ele-
ments, you check all visible elements at the same time.
In the drop-down list, you see if a function is used and if the resulting inspec-
tion element is visible. Fig. 19 shows that the elements in the 3D view were
checked for Displacement and Displacement (Y) already. The checkmark
shows that only the inspection element of the displacement is visible in 3D
view. You can change the visibility.

Fig. 19: Part of the drop-down list with functions

Shows if a function is used. Shows if the resulting element is
visible.

If you click a function already used, the software reapplies the function without
opening the dialog. The existing inspection elements are updated. If new ele-
ments are visible in the 3D view, the elements are checked too.

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Info If you want to check only one of the visible elements, select the element.
Open the required function via I-Inspect.

C 6.2 I-Inspect
I-Inspect is a pie menu in the software. I-Inspect stands for intelligent inspec-
tion.

Click button I-Inspect in the main toolbar Inspection. You can also open
the function with Ctrl + RMB.

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● I-Inspect manages the inspection functions for elements which are selec-
ted in the overview explorer. For the selected elements, I-Inspect sug-
gests evaluation steps.
● I-Inspect guides you through the inspection process. The function only
offers the necessary and relevant inspection.
● I-Inspect automatically identifies the data type, e.g. actual data or nominal
data.
● I-Inspect depends on the Skin used. The menus are different for Inspec-
tion and Deformation. You can change the skin under Edit ► Skins ► ....

Fig. 20: I-Inspect with Inspection skin

Fig. 21: I-Inspect with Deformation skin

● I-Inspect is divided into the following areas:

○
Measuring Principle
○
Check
○
GD&T
○
Blade
○
Inter-Stage Check
○
User-Defined Inspection Principle
● You can configure I-Inspect individually using Inspection ► Configure I-
Inspect....

C 6.3 Creating a Vector Field

You can display the deviations of points in a point component with a vector
field. The values refer to the reference stage. You can choose between the
different coordinate directions. The software displays the deviations of a point

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with vectors. The vectors show the direction and the extent of the deviations.
The software shows these deviations for each stage.
You can analyze the movement between the superstructure and the undercar-
riage. Due to the rigid body motion compensation, the software only displays
the relative movement between the superstructure and the undercarriage.
Procedure:

1.
Click button .
2. Execute the function Displacement (Y).
3. Finish the creation with OK.

The software creates inspection elements for all actual elements which exist
in the project if a check is possible for these elements.
Example:
In Video 7, you see that the superstructure moves relatively to the undercar-
riage. The superstructure is not installed rigidly on the undercarriage but
moves several millimeters in Y direction. Such an analysis is typical for defor-
mation measurements.

Video 7: Displacements in Y through all stages

C 6.4 Legend
As soon as you created a deviation analysis, the software automatically dis-
plays a legend in the 3D view. From the legend, you can read the assignment
of the individual colors to the values.
Possible deviation analyses where you can see a legend:
● Surface comparison
● Inspection section
● Material thickness analysis

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To adapt the expressiveness of the legend to your task, you can modify the
legend representation. You change the color representation as well.
When defining a legend, you can use legend templates.

Procedure:
1. Click the legend with the right mouse button.
2. Choose Legend Templates ► GOM testing.
3. Double click on the upper or lower end of the legend.
Now, you can enter the upper and lower value of the scaling manually.
4.
To link the upper and lower legend value, click .

Example:

Fig. 22: Adjustment of the legend with linked values

Info When double clicking on the legend, you open further legend settings. In the
dialog, you find, for example, scaling, legend templates, user-defined settings
and min./max. values.

Info Under View ► Legend ► Scaling ► ..., you can make the legend representa-
tion for the project depend on either the current stage or all stages visible in
the timeline.
You find these functions also in the context menu of the right mouse button on
the legend.

C 6.5 Create Deviation Labels

On all color deviation representations, you can create deviation labels. With
deviation labels, you can numerically visualize local deviations.
Requirements:

● The color deviation representation is visible in the 3D view.

Procedure:

1.
Click button Pointwise Inspection in the main toolbar Inspection.
2. Execute the function Create Deviation Label.
3. Press Ctrl and keep it pressed.
4. Move the mouse cursor over the color deviation representation.
The software computes the deviation labels online.
5. To create a deviation label permanently, click with Ctrl + LMB.

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Example:

Fig. 23: Deviation labels on superstructure

Using View ► Visibility ► Element ► ..., you can show, hide or show exclu-
sively any element.

Fig. 24: Visibility options

You can also switch the visibility in the overview explorer using the eye icon
( ) in the respective line.

Info You can change the font size for all label and legend texts under View ► Set
General Display Options... ► Label font.

C 6.6 Tips & Tricks

If you have captured or imported analog values, you find analog inputs in the
overview explorer. You can check analog values like other elements.

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C7 Document the Result
You can document measuring results and inspections in report pages.
Requirements:
● All elements to be documented are visible in the 3D view.

Procedure:

1.
Click button Create Report Page in the main toolbar Inspection.

A preview of the report page opens.

2.
Use to choose report template 3D and the
landscape format.
3. In the next drop-down list, choose Video (All stages).
4.
Arrange the elements in the 3D view using icon Edit content .
5. Create the report page with OK.

The software creates a report page with a video through all stages which are
visible in the timeline.
You find all created report pages in the overview explorer and in the work-
space Report. In the overview explorer, you can edit the report pages with
F4 . In the workspace Report, further functions are available.

C 7.1 Tips & Tricks

C 7.1.1 Screen Presentation of Reports

To display report pages from the overview explorer, you can use the screen
presentation. With F5 , you start the presentation from the first page.
With Shift + F5 , you start the presentation from the selected page.

C 7.1.2 Preview of the Report Page

You can show the preview of a report page from the overview explorer. Select
the report page and press Tab . The software opens the properties of the
report page. You see a preview of the report page.

C8 Save Project
You can save a project with File ► Save and File ► Save As.... The software
writes the entire content in one file. You can open the file with the free viewer
GOM Correlate.
Using function Edit ► Project Protection ► Set Project Protection..., you can
enable the project protection. You can define a password. Thus, you can
safely pass the project with its results to third parties. Only if the recipient
knows the password and enters it under Enter Password, he can modify the
data.
When a project is locked and protected by a password, you cannot save the
project or export data.
To unlock the project, enter your password using Edit ► Project Protection ►
Enter Password....

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C9 Exporting Video from Report Page
If a report page contains a video, you can export the video.
Procedure:
1. Select the report page.
2. Open File ► Export ► Report ► Video Only....
The dialog opens.
3. Use the name from the report page.
4. Choose Video format ► Format ► Standard (AVI MPEG-4 Part 10 H.
264).
5. Export the video.

The software exports the video into the chosen directory.

C 10 Exercise

C 10.1 Goal
At the end of this exercise you are able to:
● Create point components
● Align measuring data
● Create a vector field.
● Create deviation labels.
● Create and export report pages.

C 10.2 Prerequisites
● GOM Correlate Professional license
● Measuring data

C 10.3 Task
1. Repeat the workflow of the unit.

C 10.4 Approach
Procedure:

1. Open ... ► training_data_correlate_prof_basic ► gom_testing_object -

motion_analysis ► motion_analysis_measurements_only.aramis.
2. Create a point component for the superstructure.
3. Create a point component for the undercarriage.
4. Create a 3-2-1 alignment.
5. Create a rigid body motion compensation for the undercarriage.
6. Check the displacements of the superstructure in Y direction using a vec-
tor field.
7. Create deviation labels on the vector field.
8. Save your project.
9. Export the video from the report page.

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D Workflow Simple Inspection of Surface Components

D1 Introduction

D 1.1 Introduction
In this unit, you learn a general workflow for inspection.
The workflow is typical for all inspections with surface components.

This unit deals with the following subjects:

● Introduction to the digital image correlation
● Creating surface components
● Creating 3-2-1 alignment
● Checking displacements
● Visualizing deviations with labels
● Checking strains
● Creating and checking sections
● Creating and checking inspection points
● Using diagrams
● Documenting results

D2 Introduction to Surface Components

During the creation of the surface component, the software finds square fac-
ets in the acquired images. The software identifies the facets by the stochastic
pattern structure.
In a stereo camera setup, the system finds facets in the images of the left and
of the right camera. Thus, the software can compute the measuring points in
3D space. In this case, a 3D point results from each facet.
When computing a 3D point, the system first finds a 2D point in the left cam-
era image and the same point in the right camera image. An observation ray
results from each 2D point and the viewing direction of the camera. The soft-
ware computes the 3D point from the intersection point of the observation
rays.

D3 Create Surface Component

Procedure:

1. Open the project ... ► training_data_correlate_prof_basic ►

gom_testing_object - component ►
gom_testing_object_component_deformation_series.gcorrelate.
Facet size
You can change the size of each facet.
For the default facet (19 x 19 pixels), the accuracy and computation time are
adjusted to each other. Depending on your measuring tasks and the stochas-
tic pattern, you can e.g. increase the accuracy or reduce the computation time
by using a different size.

Info Choose the facet size as small as possible, but large enough so that the com-
putation of the facet is still possible.

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Factual relations for defining the facet size for constant point distance
Facet is larger than default ● Longer computation time
● Worse acquisition of local effects within the
facet

Facet is smaller than default ● Shorter computation time

● Better acquisition of local effects within the
facet

Point distance
You can change the distance between the individual facets.
The point distance describes the distance between the center points of the
adjacent facets. With the setting, you influence the measurement point density
within the surface component. The smaller the point distance, the larger the
measurement point density.
Decrease the distance between the facets for a higher spatial resolution.
Simultaneously, you influence the overlapping area of the facets.
For a useful computation and representation of the measuring results, set an
overlapping area from 20 % to maximum 50 %.

Factual relations for defining the point distance

Point distance is smaller than default ● Higher measurement point density
● Longer computation time

Point distance is larger than default ● Lower measurement point density

● Shorter computation time

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Requirements:

● At least one measuring image in the software

● Stochastic pattern

Procedure:

1.
Open the function ► Create Surface Component.
2. Determine the name Surface component for the surface component.
3. If the surface component cannot be computed, change the facet size and
the point distance.
4. Select the area of the stochastic pattern on which you want to create the
surface component.
a) Choose a selection command under Selection.
b) Click the edges of the selection area with LMB or keep LMB pressed
and open the selection area.
The software displays a preview of the surface component in the 3D view.
As an example, you see some facets and the distance of the facets to
each other. The dark gray area shows the area on which the surface com-
ponent is created.

Fig. 25: Dialog for creating the surface component

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D4 Creating 3-2-1 Alignment on Surface Component
Check the surface component in a suitable coordinate system. Use the 3-2-1
alignment.
Procedure:

1.
Execute the function ► 3-2-1.
2. Create the 3-2-1 alignment.
a) With Ctrl + LMB, select three points for the Plane.
b) Select two points for the Line.
c) Select one point for the Point.

Fig. 26: 3-2-1 alignment points

3. Display the coordinate system in its origin with View ► 3D View Elements
► Coordinate System In Origin.

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4. For the Y axis pointing to the top and the X axis pointing to the right,
choose Rule ZZ-YY-X.

Fig. 27: 3-2-1 Alignment

Info The Z plane must always lie in the surface of the measuring object. Therefore,
observe that the Z axis lies perpendicularly to the surface after the alignment.

D5 Displacements and Strains on Surface Components

You can check surface components in different ways.

D 5.1 Check Displacement

You can check surface components for displacements. The size of the dis-
placements is displayed full-field in color. The values refer to the reference
stage. You can choose between the different coordinate directions. The soft-
ware shows these deviations for each stage.

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You can analyze the movement of the part. You can recognize the absolute
movement full-field.
Procedure:
1.
Click the button Check Of All Visible Actual Elements .
2. Choose Displacement.
3. Create the check with OK.
4. Create deviation labels in areas with high displacements.
5. Recompute the project.
6. Create a report page with the template 3D and the setting Video (All
stages).

Example:

Video 8: Displacement

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Additionally, you can check the movement of the part in other coordinate
directions. You can e.g. analyze whether the part expands to the width.
Procedure:
1.
Click the button Check Of All Visible Actual Elements .
2. Choose Displacement (X).
3. Create the check with OK.
4. Recompute the project.
5. Create deviation labels in areas with high displacements.
6. Create a report page with the template 3D and the setting Video (All
stages).

Example:

Video 9: Displacement in X

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D 5.2 Checking Strains
You can check the displacement and inspect the strains of the material. The
movement of the part causes strains in the material. You can determine at
which position these strains occur and what size the strains are. For this, you
can use e.g. the function Major Strain. You can either check against a defined
value or against the reference stage.
Procedure:

1.
Click the button Check Of All Visible Actual Elements .
2. Choose Major Strain.
3. Choose Strain representation ► Technical strain.
4. Choose Against reference stage in the drop-down list below.
5. Create the check with OK.
6. Create deviation labels in areas with high strains.
7. Create a report page with the template 3D and the setting Video (All
stages).

Example:

Video 10: Major strain

In a project with stages, the first stage automatically is the reference stage.
This setting is the default setting. The software compares the values of the
inspection elements in other stages of the project with the first stage. In the
reference stage, all values, e.g. in deviation labels, are zero.

D6 Displacements and Strains on Sections

D 6.1 Creating Sections

Using a plane parallel section, you can create analyses in 2D. The software
creates a section through the surface component on a defined section plane.
You can create analyses as e.g. displacements and strains.

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Procedure:

1. Open the function Construct ► Section ► Single Section....

2. Choose Reference plane ► Plane X.
3. Choose Position ► 17.000 mm.
4. Select the surface component in the 3D view.
5. Create the section.

Info You adjust the position in mm steps using the mouse wheel. If you want
to adjust the position in 0.1-mm steps, press Ctrl at the same time. If
you want to adjust the position in 10-mm steps, press Shift at the same
time.

6.
Click the button Check Of All Visible Actual Elements .
7. Choose Major Strain.
8. Choose Strain representation ► Technical strain.
9. Choose Against reference stage in the drop-down list below.
10. Create the check with OK.

Example:

Fig. 28: Major strain on section

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The software can also display elements with a Diagram. All elements in the
diagram correspond to the elements of the project. If you select an inspection
element in the 3D view or in the overview explorer, it is also selected in the
diagram and vice versa.
Procedure:

1. Set the section and the check exclusively visible.

2. Click tab Diagram.
3.
Click the button Diagram Settings .
4. Click tab Curves.
5. Choose Projection ► X-axis ► Curve length.
6. Confirm the diagram settings with OK.

Example:

Video 11: Section in diagram and in the 3D view

D 6.2 Tips & Tricks

D 6.2.1 Display Trajectories

You can display the trajectories of the inspection element and of the section.
Open the properties of the inspection element by double-clicking the element
or the diagram curve. Enable ( ) option Display under Display ► Trajectory.
Enable the trajectories for the section in the properties of the section.
Fig. 29 shows the enabled trajectories for the inspection element in the 3D
view and in the diagram.

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Fig. 29: Enabled trajectories

D 6.2.2 Zoom in Section

When double-clicking on the diagram curve, the software executes two
actions. The software opens the properties of the inspection element. At the
same time, the software zooms in the position of the clicked 3D point in the
3D view.

D 6.2.3 Color From Legend

You can change the color of the resulting inspection element. For example, to
derive the color representation from the legend, open the properties of the
inspection element. Set Display ► Parameters ► Color ► From Legend.

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D 6.3 Deviation Labels on Sections
In addition to the deviation labels, the software also computes discrete inspec-
tion points.
Procedure:

1.
Click the button Pointwise Inspection.
2. Choose Point Inspection.
3. With Ctrl + LMB, click an area on the section.
4. Create the point with RMB.
5.
Click the button Check Of All Visible Actual Elements .
a) Click Major Strain.
b) Choose Strain representation ► Technical strain.
c) Choose Against reference stage in the drop-down list below.
d) Create the check with OK.

Example:

Video 12: Major strain on a point in the diagram

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D 6.4 Document the Result
You can document the evaluation of the section and the point in a report
page.
Requirements:

● All elements to be documented are visible in the 3D view.

Procedure:

1. Arrange the elements in the 3D view.

2. Create a report page with the template 3D+Diagram and the setting Video
(All stages).
3. Export the report page as PDF using File ► Export ► Report ► PDF....

Example:

Video 13: Section view in the 3D view and diagram

D7 Exercise

D 7.1 Goal
At the end of this exercise you are able to:

● Create surface components

● Align measuring data
● Check displacements and strains
● Create and check sections
● Document results

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D 7.2 Prerequisites
● GOM Correlate Professional license
● Measuring data

D 7.3 Task
1. Repeat the workflow of the unit.

D 7.4 Approach
Procedure:
1. Open the project ... ► training_data_correlate_prof_basic ►
gom_testing_object - component ►
gom_testing_object_component_deformation_series.gcorrelate.
2. Create a surface component on the object.
3. Create a 3-2-1 alignment.
4. Check the surface component for displacement.
5. Document the result with a report page.
6. Check the surface component in X direction.
7. Document the result with a report page.
8. Check the surface component for major strain.
9. Document the result with a report page.
10. Create a section along the X axis.
11. Create an inspection point on the section.
12. Check the section and the point for major strain.
13. Document the result with a report page and with diagrams.
14. Export the report page to PDF.

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 Traceability
Traceability and Element Dependencies

E Traceability and Element Dependencies

E1 Introduction
The software always records the complete creation sequence of an element.
Thus, you can modify an element any time.
This unit explains the concept of traceability and element dependencies.

E2 Traceability
The way how an element was created always is saved in the project and thus
is traceable. For example, a selection for creating an alignment can be part of
an element creation.
If you want to modify an element, you can edit it directly.

Info You do not need to delete the element and create it again.

Even when you delete the measuring object, the entire inspection process
from the first measurement to the creation of the report remains as it is.

E 2.1 Edit Creation Parameters

Info As the way of creating the components is saved in the measuring project, you
can now edit this way.

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Traceability
Traceability and Element Dependencies

Procedure:

1. Open the project ... ► training_data_correlate_prof_basic ►

result_projects ►
workflow_simple_inspection_point_component_result.gcorrelate.
2. Select the point component Superstructure in the overview explorer under
Actual element ► Components.
3. Open the command Edit Creation Parameters with F4 .
The dialog opens.
4. In the 3D view, select the upper three points of the superstructure.
The software inserts the points into the dialog.
5. Close the dialog by clicking OK.

The software computes the edited point component and elements which
depend on it and are visible in the 3D view through all stages. The alignments
and report pages are excluded from the recalculation.
Example:
Fig. 30 shows the software user interface after the point component was edi-
ted. The used legend template is GOM testing. All parts of the project which
need a recalculation are marked in the main toolbar and in the overview
explorer.

Fig. 30: Measuring data with edited point component

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 Traceability
Traceability and Element Dependencies

As soon as you modified an element or if the software cannot compute an ele-

ment, the categories Errors and Errors In Stages appear in the overview
explorer. Category Errors In Stages only appears if there are stages in your
project. The software lists all elements and their respective messages in the
corresponding category of the sub-explorer. You can switch the category via
the drop-down list in the upper part of the sub-explorer.

Fig. 31: Example for display in overview explorer and sub-explorer

If elements in one or several stages are not computed, the timeline is highligh-
ted in yellow.

Fig. 32: Example for not computed stages in the timeline

E 2.2 Recalculate All Elements

When you modify the creation parameters of an element, the software invalid-
ates all elements depending on this element. However, the way how an ele-
ment was created is saved.
Modifying elements always requires recalculation. The software signals this
fact by enabling the recalculation button of the project above the overview

explorer ( ). With a recalculation, the software adapts all affected ele-

ments to the new situation.
You can recalculate not computed elements in the project.
Procedure:

1. Click button Recalculate Project.

The software recalculates everything.

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Traceability
Traceability and Element Dependencies

Example:

Fig. 33: Vector field Superstructure with three additional component points

You adapted the vector field of the point component without the need to cre-
ate the inspection element again. The deviation labels are updated.

E 2.3 Edit the Alignment

If you want to change an alignment, e.g. because you made a mistake or
because you want to use different alignment elements, you can edit the align-
ment. You can edit an alignment any time without the need to create the
project again. Due to the concept of traceability and element dependencies,
the software can easily recalculate all affected elements.

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 Traceability
Traceability and Element Dependencies

You can edit existing alignments.

Procedure:
1. Open Alignments ► Initial Alignments in the overview explorer.

Fig. 34: Alignments in overview explorer

2. Select the 3-2-1 alignment.
3. To edit the creation parameters, press F4 .
The creation dialog of the alignment opens.

Fig. 35: Creation dialog of the alignment

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Traceability
Traceability and Element Dependencies

4. Remove the entry for point X. Click with Ctrl + LMB the new point. Close
the dialog by clicking OK.

Fig. 36: Change point X

The software changes the alignment. All elements which are not visible in
the 3D view, and report pages, are out of date.
5.
Recalculate the entire project. Click button .

E 2.4 Editing Reference Stage

If you want to look at your inspection analysis from a different point of view,
you can change the reference stage. Then, the software compares all other
stages to the user-defined reference stage.
In the timeline, the reference stage is marked with an icon.

Fig. 37: Icon for reference stage

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 Traceability
Traceability and Element Dependencies

Procedure:

1. In the timeline, click the stage you want to define as reference.

2. From the context menu of the right mouse button, select Manage Stages.
A dialog opens. In the dialog, the active stage is marked with . In the
timeline, you recognize the active stage by a red mark.
3. Select the stage in the list.
4. Click button Set Stage As Reference.
5. Close the dialog.
In the timeline, the stage you selected is marked.
In the context menu of the right mouse button on the timeline, you find further
functions to manage the stages and stage ranges. You can change the repre-
sentation and display in the timeline.
For more information, refer to the Direct Help.

Example:
To see e.g. the change of the angle between Boom and Extension arm of the
GOM Testing Object - Motion Analysis, construct an angle between the two
point components in the initial reference stage. Check the angle against the
reference stage. If you want to see only the deviation of the angle from stage
29 to stage 40, set stage 29 as a reference. Fig. 38 shows the angle which is
set to zero degrees in the new reference stage.

Fig. 38: Angle and diagram in the new reference stage

The software checks the angle with respect to the new reference stage. Fig.
39 shows that the angle of stage 40 deviates by 37.616 degrees from the
position in stage 29.

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Element Dependencies
Traceability and Element Dependencies

Fig. 39: Angle and diagram in the last stage

E3 Element Dependencies
The software records the dependencies of the elements regarding each other.
The element dependencies describe the connection how an element is based
on other elements. This connection metaphorically is described as parent-
child relationship.

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 Naming of Elements
Traceability and Element Dependencies

In the project, you can display which elements are based on a certain ele-
ment.
Procedure:
1. Select the point component Superstructure in the overview explorer.
2. Choose category Is Required For in the sub-explorer.
The software lists all elements in the sub-explorer which are based on the
point component. Invalid elements are marked.

Fig. 40: Selected point component and elements in category Is Required

For

3. If you see invalid elements, recalculate the elements.

E4 Naming of Elements
All elements created from other elements get an automatic name.

Example:
The deviation labels created on the point component Superstructure get the
name of the point component followed by a consecutive number.

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Naming of Elements
Traceability and Element Dependencies

Fig. 41: Automatic names of deviation labels

If, for example, you change the name to My component, the software auto-
matically renames all dependent elements.

Fig. 42: Automatic renaming of deviation labels

E 4.1 Rename Elements

Procedure:

1. Select the element in the overview explorer or in the 3D view.

2. Press F2 .
3. Change the name.

Info You can change the name of an element also in the element properties. Open
the properties of the element. Choose tab General.

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 Exercise
Traceability and Element Dependencies

Info You can change the name of an element also in the creation parameters.
Select the element in the overview explorer. Press F4 .

E5 Exercise

E 5.1 Goal
At the end of this exercise you are able to:
● Change creation parameters
● Change reference stage
● Assess element dependencies
● Rename elements
● Recalculate measuring projects

E 5.2 Prerequisites
● GOM Correlate Professional license
● Measuring data

E 5.3 Task
1. Repeat the workflow of the unit.

E 5.4 Approach
Procedure:

1. Open the project ... ► training_data_correlate_prof_basic ►

result_projects ►
workflow_simple_inspection_point_component_result.gcorrelate.
2. Change the creation parameters of the point component Superstructure.
3. Change the creation parameters of the alignment.
4. Change the reference stage.
5. Find out about the element dependencies of the point component
Superstructure.
6. Recalculate the project.
7. Rename a point component.
8. Save your project.

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 Stage Ranges
Diagrams

F Diagrams
F1 Introduction
In tab Diagram, all scalar inspection elements which your project contains are
graphically displayed.
The diagram representation is linked to the 3D view and the zoom. The soft-
ware displays all elements in the diagram which can be represented as dia-
gram and which are within the 3D view. If an element is outside the zoom
area, the element is not visible in the diagram.
All elements in the diagram correspond to the elements of the project. If you
select an inspection element in the 3D view or in the overview explorer, it is
also selected in the diagram and vice versa. The curve and the name of the
selected elements is displayed in bold in the diagram and in the diagram leg-
end.

Fig. 43: Corresponding element selection

Info The software also displays checked analog values in tab Diagram.

Diagrams and timeline

The diagram representation is always linked to the timeline. If the timeline dis-
plays all stages, the software shows the diagram curve of the scalar inspec-
tion elements over all stages. If the timeline displays a stage range, the soft-
ware shows the diagram curve of the scalar inspection elements over the
stages of this stage range. You see the stages in the X axis of the diagram.
The active stage is marked with a red line.
For geometrical sections/curves, you see the coordinates from the 3D view in
the X axis of the diagram as a default. The diagram curve shows the devia-
tions per active stage. To see the deviations in a different stage, change the
stage.

F2 Stage Ranges
The software can show parts of the timeline exclusively. If only special areas
of the timeline are of interest for you, use this option.

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Stage Ranges
Diagrams

Example:
Fig. 44 shows the diagram curves of a point which was checked for displace-
ment (Point 1.dE) and acceleration (Point 1.a). The point is constructed on the
point component Superstructure and moves with the superstructure. The time-
line and with it the X axis of the diagram are set to Time.
The diagram shows that in the time period between 8.4 and 12.7 seconds
strong movement occurs. To see the movement in detail, you can add a stage
range for the area of the movement. Select the area in one of the diagrams.
The software selects the same area in the timeline.

Fig. 44: Selected area in diagrams and timeline

Fig. 45 shows the created stage range. The stage range is displayed exclu-
sively in diagrams and in timeline. You can view the area closely.

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 Stage Ranges
Diagrams

Fig. 45: Stage range displayed exclusively in diagrams and timeline

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Stage Ranges
Diagrams

Requirements:

● ... ► training_data_correlate_prof_basic ► result_projects ►

workflow_simple_inspection_point_component_result.gcorrelate
● A point checked for e.g. displacement and acceleration
● The checks are visible in the 3D view

Procedure:

1. Open the tab Diagram.

The software shows each existing curve in its own diagram.
2. Find an area in a diagram which you want to see in detail.
3. In the diagram, select the first stage of the range with LMB.
4. In the diagram, select the last stage of the range with Shift + LMB.
5. With an RMB click on the timeline, open the function Manage Stage
Ranges.
6. Click the button Add Stage Range.

Fig. 46: Manage stage range

7. Enter a name for the stage range.
8. To show only the stage range, click with RMB the stage range and choose
Timeline ► Show Stage Range Exclusively.
9.
If you want to show all stages again, click Show All Stages on the
right-hand side in the timeline or on RMB ► Timeline ► Show Stage
Range Exclusively.

Info With a double-click on the stage range, you can also show the stage
ranges exclusively and hide them again.

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 Adjusting Diagram Representation
Diagrams

F3 Adjusting Diagram Representation

Requirements:
● ... ► training_data_correlate_prof_basic ► result_projects ►
workflow_simple_inspection_point_component_result.gcorrelate
● A point checked for e.g. displacement and acceleration
● The checks are visible in the 3D view
● Opened tab Diagram

Procedure:

1. To see both curves with two different Y axes in one diagram simultane-
ously, change the diagram settings.
a)
Click Diagram Settings .
The dialog opens.
b) Enable ( ) the option Use second axis.

Info If the option Use second axis is grayed out, disable the option Value
range from 3D legend.

The software displays both curves in one diagram. The second Y axis
appears on the right-hand side.
2. Change the smallest and the highest value of the left Y axis.
a) Move the mouse cursor to the smallest value of the Y axis.
The software changes the number to Min.
b) Click Min.
The software opens a locked entry field.
c) To enter a value, click the key.
The software releases the entry field. You can enter the value.
d) Confirm the change with Enter or with a click on the 3D view.
e) Click the highest value. Repeat the steps for the highest value of the Y
axis.

Info The change is valid only for this Y axis. If you want to reset the
default values, click the key beside the entry field.

3. Change the representation of the X axis from index to time.

a) Click the timeline with RMB.
b) Choose Timeline ► Time.
The representation of the timeline and the X axis changes in the diagram.
4. Change the color of one curve.
a) Click the curve.
b) Press Tab .
The software opens the properties of the check.
c) Choose the desired color under Display ► Diagram ► Color.
The software adapts the color.

Info For scalar inspection elements, you can assign a different value to the X axis
of a diagram. Choose the settings in the properties of the inspection element
under Display ► Diagram ► X axis.

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Exercise
Diagrams

F4 Exporting Diagram Contents

Requirements:
● ... ► training_data_correlate_prof_basic ► result_projects ►
workflow_simple_inspection_point_component_result.gcorrelate
● Point checked for e.g. displacement and acceleration
● The checks are visible in the 3D view
● Opened tab Diagram

Procedure:

1.
Click Export Diagram Contents .
The dialog opens.
2. Define the settings for the export.

Info You find explanations about the settings in the direct help.

The software exports a .csv file with the currently visible values.
3. Open the file .csv.

You see the values displayed in their own column.

F5 Report Pages with Diagrams

You can show diagrams in report pages. Each default report style has at least
one report template which supports diagram figures.
In section Report, you learn how to extend a report page with a 3D diagram
and a dependent diagram with an independent diagram.

F6 Exercise

F 6.1 Goal
At the end of this exercise you are able to:
● Create stage range
● Display several curves with two Y axes in one diagram
● Change the representation of the X axis to time
● Change the color of a curve
● Export the diagram content

F 6.2 Prerequisites
● ... ► training_data_correlate_prof_basic ► result_projects ►
workflow_simple_inspection_point_component_result.gcorrelate
● A point checked for e.g. displacement and acceleration
● The checks are visible in the 3D view

F 6.3 Task
1. Repeat the workflow of the unit.

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 Exercise
Diagrams

F 6.4 Approach
Procedure:
1. Open the tab Diagram.
2. Create a stage range.
3. Enable the second Y axis.
4. Change the representation of the X axis from Index to Time.
5. Change the color of one curve.
6. Export the diagram content into a .csv file.

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 Introduction
Report

G Report
G1 Introduction
In previous units, you learned how to create a report (documentation). In this
unit, you learn about the basic report functions in detail. You learn how to edit
report templates and save report styles.
You find all created report pages in the overview explorer and in the work-
space Report. In the overview explorer, you can edit the report pages with
F4 . In the workspace Report, further functions are available.
If you are in the workspace Report, the software displays the report styles
which are available in the skin in the report template explorer. In the report
page explorer, you find the created report pages. You can edit the report tem-
plates and the report pages in the large view.
Fig. 47 shows some report functions in the main toolbar.

Fig. 47: Main toolbar Report

For example, you can:

● Restore 3D views from report pages
● Overwrite report pages
● Reconfigure report pages
● Define project keywords
● Export reports as PDF
● Start screen presentation

In Fig. 48, you see the layout of the workspace Report below the main toolbar.
The displayed condition is visible as long as you have not created a report
style.

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Report Styles, Report Templates and Report Master
Report

Fig. 48: Explorer and other elements in workspace Report

Report template explorer Toolbar
Report pages explorer Properties of the report pages
Filtering report pages using tags and templates
Area for the large view of report
pages and templates

G2 Report Styles, Report Templates and Report Master

In the report template explorer, you find the report style with the respective
report templates. The report styles depend on the skin you choose. A report
style defines the page format and the set of the respective report templates.
The report templates are combined in a master group. The master contains
elements which have to remain the same for all report pages, e.g. a logo.
Each report template and the master are available in landscape and portrait
formats. To switch the format, click the button on the right border of the report
template explorer.
You find further functions for the report template explorer in the context menu
of the right mouse button.

Example:
In Fig. 49, you see an example for existing system report styles. The report
style Style (A4) is open. The red frame highlights the master group. The corre-
sponding templates are in the master group.

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 Preview of the Report Page
Report

Fig. 49: Open system report style Style (A4)

Info If you switch the skin in a project without saving the edited report style, the
changes get lost.

For further information, see G 13.6 Saving User-defined Report Style and
Templates.

G3 Preview of the Report Page

► Inspection ►
Using the function Create Report Page, you create a report page from the cur-
rent 3D view.
You can edit the preview and the finished report page.
When you use the function for the first time, the software creates the preview
with the template for the title page. Later, the software uses the last used tem-
plate for the preview.
You find the saved report page in the overview explorer in the category Report
Pages and in the workspace Report in the report page explorer.
In the preview of the report page, you can e.g. enter a name for the report
page. In addition, following functions are available.
Edit content
To change the representation of the report page in the preview or to change a
created report page, click this button.
The software switches to the 3D view and with it to the editing view of the
report page.
In this drop-down list, you can choose the template for the report page. The
drop-down list contains all report styles and the respective templates which
are listed in the report template explorer.
Using this button, you change the format of the report page. You can choose
between portrait and landscape formats.

G 3.1 Editing View of a Report Page

In the editing view (passepartout mode), the limiting frame shows the dimen-
sions of the report page. Everything which lies outside of the bright gray area
does not appear in the report page.

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Preview of the Report Page
Report

Info The coordinate system is an exception. In the GOM system templates, the left
lower corner is intended for the coordinate system. Though, the coordinate
system lies outside the bright gray area, the software adds the coordinate sys-
tem to the report page during creation.

In the editing view, you can use the functions of the 3D view. You can e.g.
move the object, rotate it as well as show and hide the elements.

Fig. 50: Editing view of a report page

Limiting frame Placeholder for the coordinate
system

In the following, you find the description of the menu elements.

In the drop-down list Label size, you can change the size for label and legend
texts in the current report page.

Info You find the settings for Original size (100%) under View ► Set General Dis-
play Options... ► Label font.
If you change these settings, the changes are valid for all label and legend
texts in the project.

Info You can change the settings also for a single label or several labels. Select
the labels in the overview explorer. In the properties of the label under Label,
disable ( ) Use system fonts. Choose the required setting.

Using the function Auxiliary Line For Label Alignment, you create auxiliary
lines in the editing view. Along those lines, you can align labels. You can cre-
ate several lines. The labels orient themselves on the respectively closest
line.
In this drop-down list, you find functions for arranging and aligning of several
selected labels with respect to each other.

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 Preview of the Report Page
Report

As a default, the function Snap labels to lines is enabled.

If you have more than one label in the report page, you can align single labels
to other labels.
Fig. 51 shows the positioning of the label Plane 1 on the right edge of the
label Circle 1. The software shows a dashed line when the label to be posi-
tioned is on the same level as the other label.

Fig. 51: Passepartout with positioning line

Using the function Arrange Labels On Screen Edge, you position the selected
labels on screen edge. If you create auxiliary lines in the passepartout mode,
the auxiliary lines which are the closest to the label are used as screen edge.
Using the function Arrange Labels On Element, you position the selected
labels close to the element.
Using the function Arrange Labels Left To Element, you position the selected
labels close to the element and justified to the left.

G 3.2 Editing Report Page in the Preview

Prerequisites:

● ... ► training_data_correlate_prof_basic ► result_projects ►

workflow_simple_inspection_point_component_result.gcorrelate

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Preview of the Report Page
Report

Procedure:

1. Open the project.

2. Set the elements visible which you want the report page to display.
3.
Click button in the main toolbar of the workspace Inspection.
The software shows the preview of the report page.
4. Choose the report template 3D.
5. Set the portrait format.

Fig. 52: System report template 3D in portrait format

6. Enter a name for the report page in the preview.
7. Reposition the object in the preview.
a)
Click button .
The software switches to the editing view.
b) Arrange the object within the limiting frame.
8. Change the label size.
a) Click .
b) Choose the option Medium size.
9. Choose the required label position.

Info You can also position the labels manually.

Info In case you position labels on the front and rear side of the measuring
object, you can use the function View ► Label ► Hide Automatically in
order to refer the label visibility to the visible side of the measuring object
only.

10. Confirm the change.

The software switches to the preview of the report page.
11. Create the report page.

The software puts the report pages in the overview explorer and in the report
page explorer of the workspace Report.

Info Use the project which is defined in this section also for the further course of
the unit.

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 Changing Alignment Method
Report

G4 Inserting deviation labels later

You can complement existing report pages with contents.
Requirements:
● Report page with vector field

Procedure:

1. Drag & drop the report page in the 3D view.

The software restores the view from the report page.
2. Complement the representation with deviation labels.
a)
Use the function ► Create Deviation Label.
3. Select the report page in the overview explorer.
4. Overwrite the report page with the new 3D view.
a) Click the report page with RMB.
b) Execute the function Overwrite Report Page.
5. To see the edited report page, switch the workspace Report.

G5 Changing Alignment Method

In your project, you can have several alignments. If you create a report page,
the report page gets per default the currently set alignment from the 3D view.
You find the information about the alignment in the report page tooltip or on
the report page itself.
If you change the alignment in the project, the report pages do not update
themselves automatically. You can change the alignment for the report pages
manually.

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Adjusting Legends
Report

Requirements:

● Report page with vector field

● Two alignments
● Open workspace Report

Procedure:

1. Duplicate the report page in the report page explorer.

a) Copy the page using Ctrl + C .
b) Insert the page after the last page using Ctrl + V .
2. Choose the other alignment in the drop-down list in the main toolbar.

Fig. 53: Drop-down list for existing alignments

The software changes the alignment also in the workspace Inspection.

3. Update the alignment in the selected report pages.
a)
Click button in the main toolbar.
The dialog opens.
b) Set the parameter Alignment to From current 3D view.
c) Set the other parameters in the dialog to From report.
d) Close the dialog by clicking OK.

The software updates the alignment in the report page.

G6 Adjusting Legends
You can adjust the legend in the 3D view and update the report page.
Requirements:

● Report page with vector field

● Open workspace Inspection

Procedure:

1. Drag & drop the report page in the 3D view.

The software restores the view from the report page.
2. Adjust the legend settings.
The software adjusts the representation in the 3D view.
3. In the overview explorer, select the report page with the legend to be
adjusted.
4. Update the legend in the selected report pages.
a) Click the report page with RMB.
b) Execute the function Reconfigure Report Page.
The dialog opens.
c) Set the parameter Legend to From current 3D view.
d) Set the other parameters in the dialog to From report.
e) Close the dialog by clicking OK.

The software updates the legend in the report page.

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 Export As PDF
Report

G7 Creating Title Page

You can create a title page for your report. The software fills title page with
defined project keywords.
Procedure:

1. Drag & drop the report page template Title from the report template
explorer on the first report page in the report page explorer.
2.
Click button in the main toolbar.
The dialog opens.
3. Define the project keywords.
4. Close the dialog by clicking OK.

The software fills title page with the project keywords.

G8 Creating Table of Contents

You can create a report page with table of contents for your report.
Procedure:

1. Drag the report template Table of Contents from the report template
explorer between the first and second report pages in the report page
explorer using drag & drop.
The software creates a report page with a table of contents in portrait for-
mat.
2. In the report template explorer, switch the report template Table of
Contents into the landscape format.
3. Drag the report template Table of Contents on the report page with the
table of contents using drag & drop.

The software switches the format of the report page.

G9 Creating Report Pages with Two Representations

You can create an animated report page with a 3D view and a connected dia-
gram.
Requirements:

● Open stage range in timeline

● Open workspace Report

Procedure:

1. Drag & drop the report template 3D+Diagram into the report page explorer
after the last report page.
The software creates the preview of the report page with the 3D view and
diagram. The diagram shows the values of the stages which are visible in
the timeline.
2. Create the report page.
The software computes the animation over the stages.
3. Play the animation in the large view on the finished report page.
a) Use the navigation bar ( ) in the toolbar.

G 10 Export As PDF

► Report ►

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Using the function Export As PDF, you can export the report page in your
project as a PDF file. If your report pages contain videos, the software exports
also the videos. You can play the videos in PDF.

G 11 Screen Presentation of Reports

You can show your reports in screen presentations in the software. As soon
as you start the screen presentation, you navigate manually through the sin-
gle pages.
In the bottom screen edge, you find the toolbar with the buttons for controlling
the screen presentation. The software hides the toolbar automatically. To dis-
play the toolbar again, put the mouse cursor on the bottom screen edge.
If you present a report page with a video, the software automatically starts the
video.
Using the function Start From Current Page, you start the screen presentation
of your report from the currently open report page. You can also start the pre-
sentation with Shift + F5 .
Using the function Start From Beginning, you start the screen presentation of
your report from the first report page. You can also start the presentation with
F5 .

G 12 Carrying out User-defined Changes

The system report styles and templates are protected. You can open them
any time.
You can edit single report pages.

G 12.1 Editing Layout

Report pages and templates contain:
● Placeholders (e.g. 3D view, diagram)
● Various elements (e.g. title, rectangle)
● Connectors (e.g. connections between 3D view placeholder and legend)

You can edit every part in the pages or master. You can add new elements
and placeholders. To do so, use the functions in the bottom toolbar.

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G 12.2 Adding Diagram to Report Page

Add a not connected diagram to the report page with the 3D view and the
connected diagram.
Requirements:

● In G 9 Creating Report Pages with Two Representations created report

page

Procedure:

1. Select the report page.

2. Group the 3D view, the coordinate system and the diagram.
a) Click with Ctrl + LMB the elements one after another.
b) Click with RMB within one of the frames.
The context menu of the right mouse button opens.
c) Execute the function Grouping ► Create Group.

Info You find the function also in the bottom toolbar.

The elements get a common frame. The elements are in a group.

3. Scale down the group.
a) Move the mouse cursor to the middle rectangle in the bottom frame
border.
The mouse cursor turns into a double-sided vertical arrow.
b) Click with the arrow the rectangle, keep the mouse button pressed.
Push the bottom frame border up.
The elements get smaller.
4. Create an independent diagram placeholder for the report page.
a) Click the first drop-down list

( ) in the bottom toolbar.

The software opens a list with possible elements and placeholders.
b) Execute the function Create Placeholder For Diagram.
The mouse cursor alters.
c) Click into the free space below the left 3D view and keep the mouse
button pressed. Drag the mouse cursor over the width of the report
page.
You define a frame for the diagram.
d) Release the mouse button.
The software creates the placeholder for the diagram without a con-
nector.
5.
Click button .
The software switches to the editing view.
6.
Display all stages in the timeline ( ).
7. Confirm the change.
In the report page, you see an additional diagram which displays all
stages.

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Video 14: Editing procedure

G 13 Managing Report Templates

All changes which you made so far are only contained in the report pages.
With the edited report pages, you can overwrite existing report templates or
create new templates.

In the following, you learn to:

● Overwrite report templates with report pages
● Create new report templates from a report page
● Edit existing report templates
● Build new report templates

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G 13.1 Overwriting Report Template

You can overwrite a report template with a report page.
Procedure:

1. Click the report page with which you want to overwrite the report template.
2. Keep the mouse button pressed. Drag & drop the report page on the
report template.
The software highlights the line with template in dark gray.

Fig. 54: Report template to be overwritten

3. Confirm the overwriting of the report template.
The report template keeps its original name.

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G 13.2 Adding Report Template

You can place a report page as a new report template.
Procedure:

1. Click the report page from which you want to create a new report tem-
plate.
2. Keep the mouse button pressed. Drag & drop the report page between
two report templates.
The software marks the space, where the new template is to be added,
with a horizontal line. The added report template gets an automatically
given name. You can change this name.

Fig. 55: Space for the new report template

Info If on the right side of the report template the button for the format change
is black, the template lacks the second format.

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G 13.3 Creating Report Template with Animated 3D View

You can copy a report template and change it.
Requirements:

● System report template 3D in report template explorer

Procedure:

1. Duplicate the system report template 3D in the report template explorer.

a) Select the report template.
b) Copy the report template using Ctrl + C .
c) Insert the report template using Ctrl + V .
In the report template explorer, you see the automatically named copy of
the template 3D.
2. Rename the new template as 3D (Animated).
3. Double-click the placeholder for the 3D view in the large view of the report
template.
The software opens the properties of the placeholder.
4. Open General.
5. Choose Content ► Video ► Record all active stages.
6. Close the properties.

The user-defined report template 3D (Animated) records a 3D view through all

stages which are active in the timeline. When creating the report page, the
drop-down list for image or video is set to Video as a default.

G 13.4 Changing the Report Master

The report master contains elements which have to be the same for all report
pages. For this reason, the logo is located in the master.
You can change the logo as well as other elements.

Procedure:

1. Click tab Report master in report page explorer.

You see the report page master.
2. Select the report page master.
The software opens the report page master in the large view.
3. Replace the logo.
a) Double-click the GOM logo.
The software opens the properties of the element.
b) Open Image ► Image ► Import.
The software opens the Windows explorer.
c) Navigate to an image.
The software changes the report page master and all report pages
depending on it. In the right top corner, you see the new logo.
4. Switch the format of the report page master in the report page explorer.
5. Repeat step 3 for the other format.
6. Overwrite the report template master in the report template explorer.
a) Drag & drop the report page master on the report template master.
Die software changes the report template master and all report pages
dependent on it, in both formats.

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G 13.5 Creating Report Template from Very Beginning

You can create report templates from the beginning.
Procedure:

1. Create an empty page in landscape format in the report page explorer.

a) Therefore, use the function RMB click ► Create Empty Page.
The software creates a new empty page after the last report page.
2. Enter a name for the page.
3. Fill the page with placeholders and elements.
a) Use the functions from the bottom toolbar in the large view of the
page.
4. Drag the page between the existing templates in the report template
explorer, using drag & drop.

Example:
In Fig. 56, you see the added placeholders and connectors. The elements
PIP, coordinate system and legend get their information from the placeholder
for the 3D view.

Fig. 56: Selected placeholders on a new page

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G 13.6 Saving User-defined Report Style and Templates

You have to save the changes you made on the report templates and styles in
skins.
Procedure:

1. Open the function Edit ► Skins ► Manage Skins.

The dialog opens.
2. Save the skin.
a)
Click .
The software saves the new skin under User with an automatically given
name.
3. Rename the skin.
a) Select the skin.
b) Rename the skin using F2 .

You have saved the report style in a new skin. To reuse the report style, use
the skin.

NOTICE
If you save a skin, you save all template changes you made in the
project.
The software can save template changes which you do not want to save.
▶ Save the skin only if you are sure that you want to have all template
changes in the skin!

G 14 Tips & Tricks

G 14.1 Lock Report Page

RMB click on report page in overview explorer ► Lock Report Page
Using the function Lock Report Page, you lock one or more selected report
pages for editing and updating. You cannot change the report pages manually
anymore. If the included elements are changed, the software does not recom-
pute the report pages. A locked report page is marked with .
To edit or update locked report pages, use the function Lock Report Page
again. As soon as the report page is unlocked, the software marks the report
page with in the overview explorer. Recompute the project.

G 14.2 Changing Order

You can adapt the order of the report pages in the report page explorer using
drag & drop. This procedure works also for the report templates in the report
template explorer.
Procedure:

1. Click the report page which you want to move.

2. Keep the mouse button pressed.
3. Move the report page to the required space in the order.
4. Release the mouse button.

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G 14.3 Displaying Details

In the report page explorer, you can display the details of a report page in the
overview explorer.
Procedure:

1. Move the mouse cursor onto the required report page.

2. Wait a moment.

The software displays the information about the report page in a tooltip.

G 14.4 Changing the Display Size

You can change the size of the display in the tab Pages.
Requirements:

● Report pages in tab Pages

Procedure:

1. Click tab Pages.

2. Change the size using Ctrl + mouse wheel.

The software changes the size of the report template preview.

G 14.5 Create Report Page

You can create a report page directly using a certain template.
Requirements:

● Open workspace Report

Procedure:

1. Click the tab Report page, which is also the area for the large view of
report pages.
The software closes the tab. You see the 3D view.
2. Drag the required report template in the 3D view using drag & drop.
The software creates a preview of the report page with the chosen tem-
plate.

G 14.6 Restore 3D View from Report Page

You can restore the 3D view from the report page using drag & drop.
Procedure:

1. Click the desired report page in the overview explorer and drag it into the
3D view.
The software changes the representation in the 3D view according to the
report page.

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G 14.7 Changing Alignment Method

You can change the alignment method directly for a report page in the editing
view of the page.
Procedure:

1. Select the report page in the report page explorer.

2.
In the large view of the page, click the button .
The software opens to the editing view.
3. Change the alignment in the drop-down list in the main toolbar.

Fig. 57: Drop-down list for alignments

The software changes the alignment also in the workspace Inspection.

The software calculates the report page with the new alignment.
4. Confirm the change.

G 14.8 Changing Report Style of Report Page

You can change the report style of report pages.
Requirements:

● Report pages in a report style

● Open report template explorer

Procedure:

1. Drag the report template of the new report style on the report page which
you want to change using drag & drop.

The software calculates the report page according to the new template.

G 14.9 Changing Report Style of All Report Pages

You can change the report style of all existing report pages at once.
Requirements:

● Report pages in a report style

● Open report template explorer

Procedure:

1. Click tab Report master in report page explorer.

You see the report page master.
2. Drag the report template master of the new report style on the report page
master using drag & drop.
You overwrite the current report page master.

The software calculates the report page according to the new report page
master.

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G 14.10 Filtering Report Pages Using Tags

In the tab Pages, you can filter the report page using tags.
Procedure:

1. Define tags for the report pages in the report page explorer.
a) Select the report pages which you want to tag.
b) Define the tags using T or Edit ► Define Tags....

The button (Filter Report Pages By Tags) is active.

2. Click the button.
The software opens a list with the defined tags.
3. Filter the representation in the tab Pages.

The software adjusts the representation according to your choice.

Info You can also tag report pages in the overview explorer.

G 15 Exercise

G 15.1 Goal
At the end of this exercise you are able to:
● Edit simple report pages
● Correct report pages
● Update single elements in the report page
● Create title page with project keywords for the report
● Insert a table of contents
● Adapt report pages
● Overwrite report templates
● Insert report templates
● Create report template with animated 3D view
● Replace the logo in the report pages
● Create report templates from very beginning
● Save user-defined report style and templates

G 15.2 Prerequisites
Prerequisites:

● ... ► training_data_correlate_prof_basic ► result_projects ►

workflow_simple_inspection_point_component_result.gcorrelate

G 15.3 Task
1. Repeat the workflow of the unit.

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G 15.4 Approach
Procedure:
1. Edit a simple report page during the creation process.
2. Complement a report page with deviation labels.
3. Update the alignment method in several report pages.
4. Create a title page with defined project keywords.
5. Create a table of contents for your report.
6. Create a report page based on the report template 3D+Diagram.
7. Edit the layout of the report page.
8. Overwrite a report template.
9. Add a new report template.
10. Create a report template with animated 3D view.
11. Change the report page master.
12. Overwrite the report template master.
13. Create a report template from scratch.
14. Save the user-defined changes in a skin.

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 Additional Alignments and Local Create 3-Point Alignment
Coordinate Systems

H Additional Alignments and Local Coordinate Systems

H1 Introduction
In this unit, you learn about additional alignments and local coordinate sys-
tems.

This unit deals with the following subjects:

● 3-point alignment
● Local best-fit alignment
● Tack element to point components
● Stage management
● Local coordinate system
● Local analyses
● Check distance between two coordinate systems

H2 Create 3-Point Alignment

To align measuring data, you can also use CAD data. The goal is to put the
measuring data into the coordinate system of the CAD. To do so, import the
CAD data set and align the measuring data to CAD. Using the function 3-
Point Alignment, you can manually prealign the actual data (e.g. measure-
ments, measuring points, meshes) to the nominal data (CAD). The function
requires three clicked points on the nominal data as well as on the actual
data.

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Requirements:

● ... ► training_data_correlate_prof_basic ► gom_testing_object -

component ►
gom_testing_object_component_deformation_series.gcorrelate
● ... ► training_data_correlate_prof_basic ► gom_testing_object -
component ► nominal ► CAD - GOM testing object.stp

Procedure:

1. Open the project.

2. Save the project under a new name.
3. Create a surface component.
4. Import the file CAD - GOM testing object.stp.
a) Choose Triangulation ► Medium mesh resolution
b) Choose Structure repair mode ► Automatic
5. To hide the CAD in the 3D view, click the CAD. Use the shortcut I .
6. Open the PIP.
7. Drag & drop the CAD into the PIP.
8.
Make sure that the option Visibility From 3D View is disabled ( ).
9.
Click button Create Alignment in the main toolbar Inspection.

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10. Execute the function 3-Point Alignment.
a) Click three points on the CAD data and also the corresponding points
on the measuring data.

Fig. 58: Nominal and actual points on the GOM Testing Object - Component
b) Create the alignment with OK.
11. Close the PIP again.

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12. Show the CAD in the 3D view. Use Shift + LMB and drag & drop.

Example:

Fig. 59: Surface component with CAD, image mapping disabled

Info Using the slide control in the properties of the CAD, you can change the trans-
parency of the CAD mesh under DisplayParameters ► Transparency. Thus,
you can e.g. visualize elements which extend into the inside of the mesh.

H 2.1 Selections in the 3D View

In the 3D view, you can select or deselect measuring points, meshes, sections
etc.
You can open the most frequently used selection commands in the toolbar at
the bottom of the 3D view.
Find more selections, like Geometry-Based Selections, under Edit ► Selec-
tion in 3D ► ....

Info You can repeat the last selection command used with Ctrl + R .

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In the toolbar there are:
● Standard selection tools

● Most frequently used selection tools

○ When you use the software for the first time, the toolbar offers a
default range of selection tools.
○ If you use other commands under Edit ► Selection in 3D ► ..., the
last ten selection tools you used appear in the toolbar.

Some selection commands are available in the 3D view by an RMB click.

Fig. 60: Selection tools in the context menu of the right mouse button

You reach the following selection commands via the right mouse button:
● Select All Points Of Element
● Select/Deselect On Surface

Info Using this command, you can select the complete surface within the
selection area. You also select shadowed areas.

● Select/Deselect Through Surface

Info Using this command, you can select through the surface. You also select
invisible, hidden areas.

● Select All
● Deselect All

H 2.2 Create Best-Fit Alignment

To put the measuring data closer to the CAD data, use a best-fit alignment.
This alignment can help if you could not determine the initial alignment that
exact. A best-fit alignment is also useful with local analyses.

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To create a best-fit alignment, create an initial alignment first. The initial align-
ment puts the actual data close to the nominal data. If the actual data are not
close to the nominal data, the software cannot compute the local best-fit align-
ment. For the local best-fit alignment, you have to select on actual data. Do
not select on the nominal data.

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 Additional Alignments and Local Tack Elements To Point Component
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Procedure:

1. Create a local best-fit alignment.

a)
Click button Create Alignment in the main toolbar Inspection.
b) Execute the function Local Best-Fit.
c) Name the alignment Local best-fit.
d) Select the surface component Surface component. Use the selection
function RMB ► Select All Points Of Element.
e) Enter the Maximum distance, e.g. 5 mm. This distance is the maxi-
mum distance between the nominal data and the actual data.

Info Enter for Maximum distance a reasonable value. A too large distance
can cause misinterpretation and extends the computation time need-
lessly. If the distance is too short, the software cannot compute the
alignment.

The software automatically computes a preview. You see the deviation

value.
f) Finish the alignment with OK.

Example:

Fig. 61: Surface component aligned to the CAD

H3 Tack Elements To Point Component

If you have the CAD data or scan data to your parts, you can tack these data
to point components. The software moves the meshes together with the point

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component in the 3D space. With this function, you can improve the visualiza-
tion of the movement of objects and parts.

Video 15: Tacked meshes

Before tacking the meshes to a point component, put the mesh to the position
of the point component. Transform the mesh to the point component. The
point component is the reference since you want to move the mesh with the
point component. For this purpose, use a Single Element Transformation and
not an alignment. The Single Element Transformation takes place outside the
parametrics of the software. The software does not record a Single Element
Transformation in the creation sequence. You can reverse this transformation
only with Undo.
Requirements:

● ... ► training_data_correlate_prof_basic ► gom_testing_object -

motion_analysis ► actual ► Mesh_Superstructure.g3d
● ... ► training_data_correlate_prof_basic ► gom_testing_object -
motion_analysis ► local_coordinate_system.gcorrelate

Procedure:

1. Open the project local_coordinate_system.gcorrelate.

2. Import the file Mesh_Superstructure.g3d.
3. Open the function Operations ► Alignment ► Single Element Transfor-
mation ► 3-Point Alignment....
4. Open the PIP.
5. Drag & drop the imported mesh from the overview explorer into the PIP.
6. Align the mesh to the point component.
a) Consecutively, click one point each on the point compo-
nentSuperstructure in the 3D view and on the mesh in the PIP.
b) Finish the transformation by clicking Apply And Close.
7. Open the function Operations ► Elements ► Tack Element To Compo-
nent....
a) Select the actual mesh Mesh_Superstructure in the overview explorer.
b) Choose the point component Superstructure.
c) Click OK.

The actual mesh Mesh_Superstructure moves simultaneously to the point

component Superstructure.

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H4 Analyses with Local Coordinate Systems

H 4.1 Introduction to the Local Deformation Analysis

With deformation analyses, you often have to evaluate locally. In such cases,
the solutions with global systems are often insufficient. Consider the behavior
of the bucket. During the digging, the bucket rotates around the intended rota-
tion axis. If you e.g. want to check to which extent the bucket rotates around
the rotation axis is, you cannot use the global coordinate system for the evalu-
ation. You have to use a local coordinate system. Therefore, you can create a
local coordinate system in the software.

Video 16: Local rotation of the excavator bucket

Local coordinate systems are construction elements which you can create in
different ways. You can create local coordinate systems on nominal data and
actual data.

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H 4.2 Construct Local Coordinate System by Orientation
Procedure:
1. Open the function Construct ► Local Coordinate System ► By Orienta-
tion....
2. Create a local coordinate system on the extension arm. Align the rotation
axis of the bucket in Z direction.
a) For the Origin, define a point on the extension arm.
b) Choose Orientation ► Global coordinate system.
c) Enable ( ) Tack to component.
d) Choose the appropriate component.
e) Create the local coordinate system with Create And Close.
Example:

Fig. 62: Local coordinate system on the extension arm

Info To change the size of the local coordinate system, disable ( ) the option
Use calculated size in tab Size in the properties of the local coordinate sys-
tem. Determine the size manually.

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H 4.3 Construct Local Coordinate System by 3-2-1
Procedure:
1. Open the function Construct ► Local Coordinate System ► By 3-2-1....
2. Create a local coordinate system on the bucket. Align the rotation axis of
the bucket in Z direction.
a) Choose Rule ► ZZZ-YY-X.
b) Click three points for the Plane.
c) Determine two points for the Line.
d) Determine one point for the Point.
e) Enable ( ) Tack to component.
f) Choose the appropriate component.
g) Create the local coordinate system with Create And Close.
Example:

Fig. 63: Local coordinate system on the excavator bucket

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H 4.4 Analyses with a Local Coordinate System
You can use the local coordinate system to create analyses. You can e.g.
evaluate the rotation of the bucket during the digging. For a classical deforma-
tion measurement, the rotation around the rotation axis Z' is not that interest-
ing. You can analyze the rotations around the axes X' and Y' which must not
rotate. Rotates the bucket around the axes X' and Y'? If it does, when do
these rotations occur?

Fig. 64: Rotation axes of the bucket

Procedure:

1. Select the local coordinate system of the bucket.

2. Under Edit ► Skins, choose the skin Deformation.
3. Open I-Inspect.
4. In the menu Check, open the check Rotation (X).
The dialog opens.
5. Choose Coordinate system ► Element-specific coordinate system.
6. Create the check with OK.
7. Subsequently, create the check Rotation (Y).
You have checked the rotations around the local X and Y axes. The
angles change from stage to stage. The deviations refer to the reference
stage. The rings around the axes visualize the deviation direction. The
arrows show the real deviation direction. The counterclockwise direction is
the positive deviation direction. The clockwise direction is the negative
deviation direction.

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Fig. 65: Local rotations of the bucket

8. In I-Inspect in the menu Inter-Stage Check, open the check Relative:
Rotation (X).
9. Choose Coordinate system ► Element-specific coordinate system.
10. Create the check with OK.
11. Subsequently, create the check Relative:Rotation (Y)

You can see the deviations from stage to stage. You can analyze when these
deviations occur. The inter-stage check of the angles informs about the toler-
ance of the bucket. Observe how the deviation values add and subtract with
each stage.

Video 17: Angle checks on local coordinate systems

H 4.5 2-Coordinate-System Distance (6DoF)

Using the function Construct 2-Coordinate-System Distance (6DoF), you can
construct a distance between two coordinate systems. Those coordinate sys-
tems can be other local coordinate systems or the global coordinate system.
You can check the distance. These analyses are also called analyses in six

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degrees of freedom. For these analyses, the English abbreviation “6 DoF” (6
Degrees of Freedom) is established. The six degrees of freedom describe the
three coordinates in 3D space (X, Y, Z) and the three rotations around these
axes.
The order in which you choose the coordinate systems for the distance, deter-
mine the direction of the distance. An arrow at the distance element indicates
the direction. For element-specific checks, this direction takes effect.

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Procedure:

1. Open Construct ► Distance ► 2-Coordinate-System Distance (6DoF)....

a) Choose for Coordinate system 1 the local coordinate system of the
bucket.
b) Choose for Coordinate system 2 the local coordinate system of the
extension arm.
c) Create the 2-coordinate-system distance (6DoF) with Create And
Close.
d) Recalculate the entire project.
2. Select the 2-coordinate-system distance (6DoF) and open I-Inspect.
3. Choose Check ► Distance (X).
The dialog opens.
4. Choose Coordinate system ► Element-specific coordinate system.
5. Choose the option Against fixed value.
6. Set the value to 0.00 mm.
7. Create the check with OK.

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Exercise Additional Alignments and Local
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8. Check with Ctrl + LMB also Distance (Y) and Distance (Z) as well as
Rotation (X), Rotation (Y), Rotation (Z).

Info If you create the checks in I-Inspect with Ctrl + LMB, the software uses
the settings of the previous check.

Observe how the distances and rotations change stage after stage.

Fig. 66: 2-coordinate-system distance

H5 Exercise

H 5.1 Goal

At the end of this exercise you are able to:

● Prealign measuring data to CAD data
● Create a local best-fit
● Tack elements to point components
● Create analyses with local coordinate system

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 Additional Alignments and Local Exercise
Coordinate Systems
H 5.2 Prerequisites
● GOM Correlate Professional license
● Measuring data

H 5.3 Task
1. Repeat the workflow of the unit.

H 5.4 Approach
Procedure:
1. Open ... ► training_data_correlate_prof_basic ► gom_testing_object -
component ►
gom_testing_object_component_deformation_series.gcorrelate.
2. Save the project under a new name.
3. Import the file CAD - GOM testing object.stp.
4. Create a 3-point alignment for the surface component.
5. Create a local best-fit alignment for the surface component.
6. Open the project local_coordinate_system.gcorrelate.
7. Import the file Mesh_Superstructure.g3d.
8. Tack the mesh Mesh_Superstructure to the point component
Superstructure.
9. Create a local coordinate system by orientation on the extension arm.
10. Create a local coordinate system by 3-2-1 on the bucket.
11. Check the local rotation in X and Y.
12. Check inter-stage the local rotation in X and Y.
13. Create a distance between the two local coordinate systems.
14. Check the distances in X, Y, Z and the rotations around the axes.

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Page 116 (127) 0000000171_008_EN_12-11-2015
 Initial situation
User-Defined Inspection Principle

I User-Defined Inspection Principle

I1 Introduction
Using the function Define User-Defined Inspection Principle you can save an
inspection which you carried out for an element. Then, you can transfer the
saved inspection to an element of the same element type. You can apply
saved inspections in another or in the same project.
You need the user-defined inspection principle for repeating tasks which you
want to save as a standard procedure.

Examples:
● You analyze many elements of the same element type.
● You analyze curves.
● You analyze airfoils.

In this unit, you learn how to define and use a user-defined inspection princi-
ple.

I2 Initial situation
There are several point components on the GOM Testing Object - Motion
Analysis. Create points which you want to inspect using the user-defined
inspection principle (see example Fig. 67).

Fig. 67: Points on the GOM Testing Object - Motion Analysis

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Define User-Defined Inspection Principle
User-Defined Inspection Principle

I3 Inspecting Basic Element

Check one of the elements in the project.
Requirements:
● Project from section Workflow Simple Inspection of Point Components or
Project ... ► training_data_correlate_prof_basic ► result_projects ►
workflow_simple_inspection_point_component_result.gcorrelate

Procedure:

1.
Via I-Inspect ► , check the Displacement (X)..., Displacement (Y)...
and Displacement (Z)....
2.
Via I-Inspect ► , check the same element for Velocity... and Acceler-
ation....

Info You could of course carry out this simple inspection for all elements by select-
ing them together and assigning the corresponding check. However, in this
unit you use the elements as a simple example to show the principle of the
user-defined inspection principle. Generally, you use the user-defined inspec-
tion principle for complex inspections.

I4 Define User-Defined Inspection Principle

As there are many elements in the project, you do not want to inspect every
element individually.
Instead, you want to save the inspection of the first element and apply it after-
wards to all other elements.

I 4.1 Prerequisites for the User-Defined Inspection Principle

For the user-defined inspection principle, the creation sequence of all ele-
ments based on the selected element is important. Therefore, ensure that all
dependencies are clear and all required elements exist.

Info The logical creation chain of the basic element must be unambiguous. If it is
interrupted, you cannot apply the inspection principle later.

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 Apply User-Defined Inspection Principle
User-Defined Inspection Principle

Observe the following prerequisites:

● All nominal/actual pairs in the creation chain of the basic element must be
complete.
● An element that depends on the basic element must not depend on
another element which is not part of the creation chain of the basic ele-
ment.
● All elements in the creation chain of the basic element should depend on
the selected basic element or on another element in the creation chain.

Info When applying the inspection principle, the software only exchanges the
relations between the elements. The software cannot adapt absolute
positions, which you created using selections on the mesh or manually
entering values.

○ Do not use absolute positions, e.g. by manually entering values, for

the creation of elements.
○ Do not use selections on the mesh for the creation elements. Only use
the following selection commands:
■ Select By Geometry Contour
■ Select Inside Sphere
■ Select Inside Cube
■ Select By Curve
■ Select All Points Of Element

I 4.2 Create User-Defined Inspection Principle

Procedure:

1. Select the inspected element.

2. Open the function Inspection ► Define User-Defined Inspection Princi-
ple....
3. Disable ( ) the option Tag all elements.
4. Confirm the dialog.

The software saved the inspections of the selected element in the user-
defined inspection principle.

I5 Apply User-Defined Inspection Principle

You can apply the inspection principle to every element of the same element
type for which you created the inspection principle.
Procedure:

1. Select all elements to which you want to transfer the inspection.

2.
Choose I-Inspect ► and choose the user-defined inspection princi-
ple.

The software automatically transfers all dependencies in the inspection princi-

ple to the selected element. The software adapts the labels.

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Tips & Tricks
User-Defined Inspection Principle

Fig. 68: The software inspected all points.

Info You can apply the user-defined inspection principle to nominal elements
which have not yet been assigned an actual element and on which you have
not yet carried out any inspections.

I6 Tips & Tricks

I 6.1 Change User-Defined Inspection Principle

Info You cannot change a defined inspection principle. Apply the inspection princi-
ple, changing the parameters in the project and then define the inspection
principle anew. You can then create a new inspection principle or overwrite
the old one.

I 6.2 Tagging Elements of the User-Defined Inspection Principle

In dialog Define User-Defined Inspection Principle, you can determine if you
want to tag all elements.

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 Exercise
User-Defined Inspection Principle

Fig. 69: Dialog Define User-Defined Inspection Principle with enabled tagging

If the option is enabled, all elements in the inspection principle receive a tag.
You can use the tag to find the elements in the overview explorer.

Info If you apply the inspection principle to many elements, GOM recommends
disabling the option Tag all elements. Otherwise you get many tags.

I 6.3 Delete User-Defined Inspection Principle

You can delete a user-defined inspection principle.
Procedure:

1. Open Edit ► Application Settings ► Preferences... ► Templates ►

Inspection principles.
2. Select the user-defined inspection principle.
3.
Delete the user-defined inspection principle with .

The software deletes the user-defined inspection principle. The tags you cre-
ated with the inspection principle remain in the project.

I7 Exercise

I 7.1 Goal
At the end of this exercise you are able to:
● Save inspections in a user-defined inspection principle
● Apply inspections from a user-defined inspection principle on other ele-
ments

I 7.2 Prerequisites
● GOM Correlate Professional license
● Project from section Workflow Simple Inspection of Point Components
● Project ... ► training_data_correlate_prof_basic ► result_projects ►
workflow_simple_inspection_point_component_result.gcorrelate

I 7.3 Task
1. Repeat the workflow of the unit.

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Exercise
User-Defined Inspection Principle

I 7.4 Approach
Procedure:
1. Open the project from section Workflow Simple Inspection of Point Com-
ponents or Project ... ► training_data_correlate_prof_basic ►
result_projects ►
workflow_simple_inspection_point_component_result.gcorrelate.
2. Create several points on the point components of the measuring object.
3. Check one of the points for the deviations Displacement (X), Displace-
ment (Y), Displacement (Z), Velocity and Acceleration.
4. Define a user-defined inspection principle for the inspection of the ele-
ment.
5. Apply the user-defined inspection principle to the other elements in the
project.

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 Introduction
Project Templates

J Project Templates
J1 Introduction
This unit explains, how you can create and use project templates.
Advantages of project templates
The software offers the possibility to create project templates. This function
helps you to carry out repeating inspections easily.
The idea is that after carrying out a complete inspection planning, you save
this project as a template.
As in a project template, among others, also the CAD data, inspection ele-
ments, project keywords and reports are saved, you do not need to set up the
project again when carrying out another inspection task of the same type.
Project templates only contain the nominal data of a project, including all
inspection elements.

Info Project templates are particularly useful for series measurements and for
repeating inspections.

In the previous units, you learned that the software saves all relevant informa-
tion for replacing measuring data. Therefore, you can carry out an inspection
with the following simple steps:
● Load a project template.
● Load measured actual data (e.g. polygonized measuring data).
● Recalculation of the project

A project template is a master project.

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Create a Project Template
Project Templates

J2 Create a Project Template

Save an existing project as project template.
Requirements:
● A master project is available on the storage medium of your computer.

Procedure:

1. As master project, open the saved inspection planning (... ►

training_data_correlate_prof_basic ► result_projects ►
gom_testing_object_motion_analysis_result.gcorrelate).
2. Open the function File ► Create Template From Project....

Fig. 70: Dialog Create Template From Project

a) Enter a useful name for the template.

b) Determine a preview image. Use e.g. the 3D view. You can also load
an own image as preview.
c) Enter a short project description. When you move the mouse cursor
over the project template, the preview image appears together with
the project description in the detailed view.
d) Save the template by clicking OK.
The template appears on the start screen in the tile Project Templates.

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 Create a Project Template
Project Templates

Fig. 71: Start screen with project templates

Info Before saving, the software deletes all unnecessary actual data from the
project.

Info Do not delete any other actual elements since they contain the creation
rules. If these elements are missing, a recalculation of the project is not
possible.

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Manage Templates
Project Templates

J3 Create Project From Template

Create a new project from a template.
Requirements:
● A template on the start screen under Project Templates

Procedure:

1. On the start screen, create a project from the template you just saved.
Alternatively, you can open the function sys.create_project_from_tem-
plate.
2. Import all stages by drag & drop from ... ►
training_data_correlate_prof_basic ► gom_testing_object -
motion_analysis ► actual ► stage_files into your project.
3.
With , recalculate the project. The software computes the planned
inspections based on the current measuring data.
The software recalculates all report pages.
If the project contains an alignment which needs editing, edit the align-
ment after the first recalculation. Select the alignment in the overview
explorer and press F4 . Edit the alignment in the reference stage. Then,
recalculate the project.

J4 Manage Templates
You can manage project templates in Edit ► Application Settings ► Preferen-
ces... ► Templates ► Projects.
If you prefer not to see the templates on the start screen, you can switch off
the visibility.

You can import ( ) and export templates ( ).

Fig. 72: Dialog Preferences and start screen of the software with visible tem-
plates

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 Exercise
Project Templates

J5 Public Folder
In the preferences (Edit ► Application Settings ► Preferences... ► User
folder), you can define a folder for styles and templates. You can make the
folder accessible for multiple users via a public path.
The public folder allows access to the templates and styles. The access does
not depend on the personal login. The data can also be centrally on a server.
When you enable ( ) the option Use public folder, you can navigate under
Public folder to the directory where the software creates the folder. The folder
gets the name of the current software version. All necessary subfolders are
created at the same time.
To save templates and project settings centrally, you can use these subfold-
ers. Thus, several employees can save their templates in the automatically
generated folders and access the templates from other projects and employ-
ees.

Info The public templates appear on the start screen of the software in the tile
Public Templates. If you open this area, you can manage the project tem-
plates via the gear icon on the right side.

J6 Exercise

J 6.1 Goal
At the end of the training you are able to:
● Create a project template based on an existing project.

J 6.2 Prerequisites
● GOM Correlate Professional license
● Measuring data

J 6.3 Task
1. Repeat the workflow of the unit.

J 6.4 Approach
Procedure:

1. As master project, open the saved inspection planning (... ►

training_data_correlate_prof_basic ► result_projects ►
gom_testing_object_motion_analysis_result.gcorrelate).
2. Create a template from this project.
3. Create a new project based on this template.
4. Import all stages by drag & drop from ... ►
training_data_correlate_prof_basic ► gom_testing_object -
motion_analysis ► actual ► stage_files into your project.
5. Recalculate the project.
6. Edit the alignment in the reference stage.

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