Autodesk Inventor Intermediate Level

AUTODESK INVENTOR PROFESSIONAL TRAINING

INTERMEDIATE LEVEL

1: Complex Sketching and Constraining

1.1 Exercise: Sharing Sketches ................................................................................ 2

1.2 Exercise: Using Slice Graphics Mode.................................................................. 4
1.3 Exercise: Sketching on Another Part's Face........................................................ 7
1.4 Exercise: Change Model Dimension Display ..................................................... 13
1.5 Exercise: Create Dimensional Relationships ..................................................... 17
1.6 Exercise: Create Equations and Parameters ..................................................... 21
1.7 Exercise: Create and Edit 2D Splines................................................................ 26
1.8 Exercise: Mirror and Pattern Sketch Geometry ................................................. 33

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1.1 Exercise: Sharing Sketches

In this exercise, you will create a new part and create a single sketch containing hole positions
for multiple holes of different sizes. You will share the sketch containing the hole centers and
use the shared sketch to create holes of different sizes.
Exercise Steps
1. Open Shared-Sketch.ipt.

2. In the browser, double-click Sketch2 to activate the sketch for editing.

3. Create and constrain four Point, Hole Center objects, as shown.

4. On the Standard toolbar, click Return to exit the sketch.

5. On the panel bar, click the Hole tool. In the Holes dialog box, select Through All
on the Termination list. Enter 2 mm for Diameter. Click OK.

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6. In the browser, expand the Hole1 feature to expose Sketch2. Right-click Sketch2.
Click Share Sketch.

7. On the panel bar, click the Hole tool. From the Placement list, select From
Sketch. Select the hole centers for the two bottom holes. Change the hole
options to create a flat drill point for a countersink hole. The countersink hole has
a countersink diameter of 3.5 a depth of 1.5, a drill diameter of 3 and a depth of
1.5.

8. Click OK to create the hole features. You have created holes of different sizes
using a common shared sketch.
9. Switch to an Isometric view. In the browser, right-click Sketch2. Click Visibility.

By default, when a sketch is shared, it remains visible at all times. This step turns
visibility off for the shared sketch.
10. Save and close all files.

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1.2 Exercise: Using Slice Graphics Mode

In this exercise you activate a sketch on a part in the assembly. You then use the Slice
Graphics mode to enhance visibility while sketching new geometry to be added to the part.

Exercise Steps
1. Open Torsion-Bar-Assembly.iam.

2. Activate the Admin design view representation.

3. In the browser, double-click Torsion-Bar:1 and then double-click Sketch4 to
activate the sketch.

4. Press F7 to activate the Slice Graphics mode.

5. On the Standard toolbar, click the Look At tool and select the work plane to orient
the view, as shown. Zoom in to the right side of the Torsion-Bar component.

6. On the panel bar, click the Project Cut Edges tool and select the Torsion-Bar
component, as shown.

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7. Sketch and constrain a single vertical line and four circles, as shown. The circles
should be 8 mm in diameter, spaced 15 mm apart.

8. Press F6 to return to an isometric view.

9. With the sketch still active, right-click in the graphics window and click Create
Feature > Extrude on the shortcut menu.

10. Select two closed-loop areas, as shown. In the Extrude dialog box, enter 20 mm
in the distance field, click the midplane extrusion option, and click OK.

11. Create a new sketch on the visible work plane and repeat steps 6 through 10 on
the left side of the part.

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12. Save and close all files.

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1.3 Exercise: Sketching on Another Part's

Face
In this exercise, you will create new parts in the assembly by projecting both static and
associative cross part geometry. You will then make a change to the original part and witness
the effect the change has on the associative geometry.

Exercise Steps
1. Open Mech-Housing.iam.

2. On the Tools menu, click Application Options.

3. In the Options dialog box, click the Assembly tab. Make sure that the Cross Part
Geometry Projection option is enabled.

4. Click OK to close the Options dialog box.

5. On the panel bar, click the Create New Component tool.
6. In the Create In-Place Component dialog box, enter Gasket in the New File
Name field. Make sure that the Constrain Sketch Plane to Selected Face or
Plane check box is selected and click OK.

7. Select the face of the part, as shown.

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8. On the panel bar, click the Project Geometry tool and select the face of the part,
as shown.

9. In the browser, note the appearance of the adaptive reference geometry under
the sketch.

10. Right-click in the graphics window and click Done on the shortcut menu.
11. In the browser, double-click GM-Housing:1 and locate the Rectangular Pattern3
feature.
12. Right-click Rectangular Pattern3 and click Edit Feature on the shortcut menu.

13. In the Rectangular Pattern dialog box, enter 8 ul in the occurrences field and click
OK.

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14. On the Standard toolbar, click Return to return to the Gasket part. Note that the
associative reference geometry has changed to reflect the current number of
holes in the GM-Housing:1 component.

15. On the panel bar, click the Extrude tool and select the projected profile, as
shown. In the Extrude dialog box, enter 2 mm in the distance field and click OK.

16. On the Standard toolbar, select Cork (texture) on the Style list.

Your assembly model should appear similar to the following image.

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17. On the Standard toolbar, click Return to return to the assembly.

18. On the Tools menu, click Application Options.
19. In the Options dialog box, click the Assembly tab and clear the Cross Part
Geometry Projection option. Then click OK to close the Options dialog box.

20. On the panel bar, click the Create New Component tool. In the New File Name
field, enter Sleeve and click OK.

21. Select the boss area inside the GM-Housing:1 component, as shown.

22. On the panel bar, click the Project Geometry tool and select the inside edge of
the boss, as shown.

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23. Right-click in the graphics window and click Done on the shortcut menu.
24. Draw a circle concentric to the projected edge and place a 3 mm dimension
between the drawn circle the projected edge. Then offset the projected edge and
place a 1.5 mm dimension, as shown.

25. On the Standard toolbar, click Return to exit the sketch.

26. On the panel bar, click the Extrude tool and select the inner profile only. In the
Distance field enter 15 mm. Click the direction button to extrude in a downward
direction, as shown. Click OK.

27. In the browser, expand the Extrusion1 feature to expose the sketch. Right-
click the sketch and click Share Sketch on the shortcut menu.

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28. On the panel bar, click the Extrude tool and select both profiles. In the Distance
field enter 1.5 mm and click OK.

29. On the Standard toolbar, select Chrome on the Styles list.

30. On the Standard Toolbar, click Return to return to the assembly.

31. Save and close all files.

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1.4 Exercise: Change Model Dimension

Display
In this exercise, you will change the display mode of model dimensions, show and
hide the dimensions, and display the dimensions of a consumed sketch.
Exercise Steps
1. Open Model_Dimension_Display.ipt.

2. Right-click Sketch4 in the browser and click Visibility to display this shared
sketch.

3. Since Sketch4 was made invisible after the display of its dimensions was turned
off, the sketch dimensions are not displaying. Right-click Sketch4 in the browser
and click Dimension Visibility to display the dimensions.

The model now appears as shown.

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4. With nothing selected, right-click in the browser or graphic window and click
Dimension Display>Name. The dimensions for both visible sketches change to
display that dimension's parameter name.

5. Right-click Sketch4 and click Dimension Visibility to turn off the display of
Sketch4's dimensions.
6. With nothing selected, right-click in the browser or graphic window and click
Dimension Display>Tolerance.

7. With nothing selected, right-click in the browser or graphic window and click
Dimension Display>Value to return the dimension display to the current model
precision.
8. On the panel bar, click Extrude. Click inside the dimensioned rectangle to select
it as the profile. Click Cut. Right-click in the Extents value field and click Show
Dimensions.

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9. Click on the base solid geometry to show the dimensions of 12, 75, and 150 for
this feature. Type 6 as the value to extrude cut. Click OK.

10. In the browser, drag the End Of Part down below the feature Sweep1.

11. Right-click Sketch5 and click Dimension Visibility to turn off the display of
Sketch5's dimensions. The sketch geometry is now easier to see with the
dimensions hidden.
12. On the panel bar, click Sweep. For the Profile, click in the upper closed loop
section of Sketch5 and use Sketch4 for the Path. After selecting the Profile and
Path, click OK.

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13. Save and close this file.

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1.5 Exercise: Create Dimensional

Relationships
In this exercise, you relate the value of one dimension to the value of another. You do
this while editing sketch dimensions, creating a fillet, and editing parameters in the
Parameter dialog box.
Exercise Steps
1. Open Model_Dimension_Relationships.ipt.

2. Double-click on the dimension displayed as d17 = 16.28 mm to display the Edit

Dimension dialog box.
3. Set this position dimension to reference dimension d13 by clicking on dimension
d13 as shown. Click the green check mark to accept this change.

4. Double-click on dimension d16 and set it equal to d11.

5. On the panel bar, click Extrude. Click inside each sketch slot for the profile, and
set the operation to Cut with a distance of 30, as shown. Then click OK.

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6. On the panel bar, click Fillet. Set a radius of 80, and click the left corner of the
block as shown.

7. Click the fillet tool again, but this time set the radius value as a relationship to an
existing dimension. Click the black arrow on the right side of the value field and
select Show Dimensions.

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8. Click on the curve cut feature to display its original sketch dimensions, then click
the dimension line for d7, as shown.

9. With the radius set to d7, select the left upper edge and click OK to create the
fillet.

10. On the panel bar, click Parameters to display the Parameters dialog box. Scroll
down the list to Parameter Name d20.
11. Click on the 80 mm Equation value for d20 and type InsideRadius. Press Enter
on the keyboard to reference the parameter name shown higher in the list of
parameters.

12. Click Done in the Parameters dialog box.

13. On the Standard toolbar, click Update. The model should now appear as shown.

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14. Save and close the file.

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1.6 Exercise: Create Equations and

Parameters
In this exercise, you change the names of existing dimensions to make them easier to
identify and reference. You create relational dimensions, dimensions that include both
equations and parameters, and a user parameter.
Exercise Steps
1. Open Wall Cabinet Side.ipt.

2. On the Part Features panel bar, click Parameters.

 In the Parameters dialog box, select the model parameter d0. Change
its name to Depth.

In the Parameters dialog box, review the existing model, reference, and user
parameters. Note any custom parameter names or parameters with an existing
equation instead of a single numeric value.
 Click Done.

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3. In the browser, right-click the feature Hole1-Index. Click Show Dimensions.

4. Right-click the graphics window. Click Dimension Display > Expression. Note that
all the dimensions have custom names. Also note the use of reference
dimensions to return a distance between sketch geometry.

5. In the browser, double-click Extrusion1.

 Change Height from 500 mm to 650 mm.
 On the Standard toolbar, click Update.
The part should now look as shown. Notice that the number of holes did not
automatically change when the height changed. You change this later in the
exercise.

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6. In the browser, double-click Extrusion1.

 Change the dimension Depth from 300 mm to 200 mm.
 On the Standard toolbar, click Update. The part should look as shown.

7. In the browser, right-click the feature Hole1-Index. Click Properties.

Notice the conditional suppression. In this case, the value for the reference
dimension RemainWidth is less than 250 mm, and the feature is automatically
suppressed. Click Cancel.

8. In the browser, right-click the feature MidHole. Click Properties.

 Under Suppress, select the If check box.
 Select RemainWidth from the list of parameters.
 Enter 300 mm for the Less Than value.
 Click OK.

9. On the Part Features panel bar, click Parameters.

 In the row for the Depth model parameter, click the Equation column.
Change its value to 400.
 Click Update at the bottom of the Parameters dialog box.
 Click Done. All three columns of holes should now be visible.

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10. On the Part Features panel bar, click Parameters.

 Click Add.
 Enter HolesPerColumn for Parameter Name for the new user parameter.
 Press TAB.

11. In the row for the new Holes Per Column user parameter, click the Unit column.
In the Unit Type dialog box, change the unit specification to ul. Click OK in the
Unit Type dialog box.

12. In the row for the new parameter, click the Equation column.
Enter the following equation to calculate the number of spaces as a whole
number that can fit in the remaining area.
floor(SpaceForHoles/HoleSpacing) + 1
 Click Done.

13. In the browser, right-click the feature Rectangular Pattern1. Click Edit Feature.
14. In the Rectangular Pattern dialog box,

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 Delete the current value of 5 ul.

 Right-click the text box. Click List Parameters.

15. In the Parameters list, select HolesPerColumn. Click OK.

16. On the Part Features panel bar, click Parameters. Enter the following values in
the Equations column for the corresponding parameters.
 Depth = 300 mm
 Height = 820 mm
Click Update. Click Done.
The part should now look as shown.

17. Save and close all files.

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1.7 Exercise: Create and Edit 2D Splines

In this exercise, you create a profile for a racket using the 2D Spline tool. After creating the
spline, you edit it by applying dimensions and constraints. You complete the exercise by using
the spline as a path for a sweep feature.
Exercise Steps
1. Open Racket.ipt.

2. On the Standard toolbar, click the Look At tool. In the browser, select Sketch1 to
adjust your view, as shown.

3. In the browser, double-click Sketch1 to activate it for editing.

4. On the panel bar, click the Spline tool. To draw the spline, select the Point object
in the lower right side of the sketch and move in a counter-clockwise direction,
selecting the endpoints of the lines. End with the Point object on the lower left
side of the sketch. After selecting all points, right-click and click Continue on the
shortcut menu.

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5. Right-click in the graphics window and click Done on the shortcut menu.
6. Right-click the spline near the first point entered and select Bowtie > Handle on
the shortcut menu.

7. On the panel bar, click the Vertical constraint tool and select the handlebar on
the spline.

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8. Repeat the process to display the bowtie handlebars. Apply a vertical constraint
to the spline endpoint on the left side of the sketch.

9. Right-click in the graphics window and click Done on the shortcut menu.
10. Right-click the spline near the top midpoint and click Bowtie > Handle on the
shortcut menu.

11. Apply a horizontal constraint and a dimension of 1.375 to the handlebar, as

shown.

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12. Double-click the 250 mm dimension and change its value to 275 mm. Double-
click the 210 mm dimension and change its size to 225 mm.

13. Right-click in the graphics window and click Isometric View on the shortcut menu.
14. On the Standard toolbar, click Return to exit the sketch.
15. On the panel bar, click the Work Plane tool. Select the Point object at the
beginning of the spline, then select the spline to orient the work plane normal to
the spline and located on the endpoint.

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16. On the Standard toolbar, click Sketch and then select the work plane that you
just created.
17. On the panel bar, click the Project Geometry tool. Select the Point object to
project it onto the sketch, then create and constrain a new profile, as shown.

18. On the Standard toolbar, click Return to exit the sketch.

19. On the panel bar, click the Sweep tool. The profile and path should be selected
automatically. Click OK to create the sweep feature.

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20. Right-click the end of the sweep feature and click New Sketch on the shortcut
menu.

21. On the panel bar, click the Project Geometry tool. Select the face on the starting
end of the sweep feature.

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22. On the Standard toolbar, click Return to exit the sketch.

23. On the panel bar, click the Extrude tool and select the two profiles that you
created previously. In the Distance field enter 100 mm and click OK.

24. Save and close all files.

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1.8 Exercise: Mirror and Pattern Sketch

Geometry
In this exercise, you create the sketch geometry required for a vent plate. Using the Mirror and
Pattern tools, you duplicate existing sketch features and extrude the resulting profile.
Exercise Steps
1. Open Vent-Plate.ipt.

2. On the Standard toolbar, click the Look At tool. In the browser, click Sketch1 to
adjust your view, as shown.

3. In the browser, double-click Sketch1 to activate it for editing.

4. On the panel bar, click the Rectangular Pattern tool.
 Select the vertical rectangle geometry.
 Click the Direction 1 selection icon and select the bottom edge of the
large rectangle.
 In the Number of Occurrences field, enter 8.
 In the Spacing field, enter d3.
 Click OK.

5. On the panel bar, click the Rectangular Pattern tool.

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 Select the horizontal rectangle geometry.

 Click the Direction 1 selection icon and select the left edge of the large
rectangle. If necessary, click the Flip Direction button to make certain that
the direction arrow is pointing upward.
 In the Number of Occurrences field, enter 8.
 In the Spacing field, enter 125 mm - 8 mm.
 Expand the Rectangular Pattern dialog box.
 Click the Fitted option.
 Click the Suppress button, and select the four middle instances of the
pattern being previewed. They change to a dashed line preview.
 Click OK.

6. Draw and constrain a vertical line across the large rectangle and change its style
to Centerline, as shown. Make certain that the line extends beyond the outside of
the rectangle on both sides.

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7. On the panel bar, click the Mirror tool and select the vertical rectangle pattern.
Click the Mirror Line selection icon, select the centerline, and click Apply.

8. In the Mirror dialog box, click Done. Your sketch should look like the following
image.

9. On the Standard toolbar, click Return to exit the sketch.

10. On the panel bar, click the Extrude tool and select the profile. In the Extrude
dialog box, enter 2.5 mm in the Distance field. Adjust the extrude direction as
shown, then click OK.

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11. Right-click in the top face of the part and click New Sketch on the shortcut menu.
12. Sketch and constrain the geometry as shown, making certain that the Point
object is centered on the part face and that the horizontal line is set to a
construction style.

13. On the panel bar, click the Circular Pattern tool and select the arc profile. Then
click the Axis selection icon and select the Point object. In the Circular Pattern
dialog box, enter 6 in the Number of Occurrences field. Enter 360 deg in the
Angle field, then click OK.

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14. Right-click in one of the patterned profiles and click Edit Pattern on the shortcut
menu.

15. In the Circular Pattern dialog box, enter 8 ul in the Number of Occurrences field,
then click OK.

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The circular pattern should now resemble the image below.

16. On the Standard toolbar, click Return to exit the sketch.

17. On the panel bar, click the Extrude tool and select the profiles as shown. Adjust
the Extrude dialog box to cut the profiles all the way through the part, then click
OK.

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18. Change the color style of the part to Chrome and switch to an isometric view.

19. Save and close all files.

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AUTODESK INVENTOR PROFESSIONAL TRAINING

INTERMEDIATE LEVEL

2: Complex Part Modeling

2.1 Exercise: 3D Grip Editing .................................................................................... 2

2.2 Exercise: Create Rib and Web Features ............................................................. 5
2.3 Exercise: Create Sweep Features ..................................................................... 13
2.4 Exercise: Create a Coil Features....................................................................... 18
2.5 Exercise: Create Loft Features .......................................................................... 22
2.6 Exercise: Split Parts and Part Faces ................................................................. 27
2.7 Exercise Mirror Part Features ........................................................................... 32
2.8 Exercise: Import and Use Surfaces ................................................................... 38
2.9 Exercise: Feature Generator ............................................................................. 46
2.10 Exercise: Create a Derived Part ...................................................................... 49
2.11 Exercise: Create Emboss Features ................................................................. 55
2.12 Challenge Exercise: Introduction to Sketching ................................................ 58

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2.1 Exercise: 3D Grip Editing

In this exercise, you use the 3D Grips tool to dynamically lengthen the ends of a wrench, adjust
their width a set distance, and adjust the opening in the handle so it aligns with other geometry.
Exercise Steps
1. Open AlignmentWrench.iam.

2. On the Standard toolbar, click Selection Priority > Select Faces and Edges.
Select the face on the top of the wrench head.

3. Right-click the wrench head. Click 3D Grips.

4. Left-click and drag the face grip for the end of the wrench head to lengthen it
approximately 20mm. Take note of the dimensional equation fx:15 in the top part
of the graphic. As you grip edit the part, that equation value changes to reflect
the new numeric value.

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5. Position the cursor over the right side face grip and the subsequently displayed
arrow. Right-click the grip arrow. Click Edit Offset.

6. In the Edit Offset dialog box, enter 15 in the Distance field. Click OK.

7. Right-click in the graphics window. Click Done to accept your edits.

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8. Click Feature on the Selection Priority flyout, then select the open slot in the
handle. Right-click the selected feature. Click 3D Grips.

9. Left-click once on the side face grip arrow. Click on the straight left edge of the
handle.

10. Right-click in the graphics window. Click Done.

11. Save and close the file.

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2.2 Exercise: Create Rib and Web Features

In this exercise, you use the Rib tool to create web features on the air-filter component and
then to create rib features on the air-box component.
Exercise Steps
1. Open Air-Box-Assembly.iam.

2. In the browser, double-click Air-Filter:1 to activate the part.

3. Create a new sketch on the top face as identified.

4. Using standard sketching tools, create the web geometry, as shown. Use the
Line tool to create a horizontal and a vertical line, then use the Rectangular
Pattern tool to create the intersecting network of lines. Note: The end points of
the lines should not touch any other geometry.

5. Right-click in the graphics window and click Isometric View on the shortcut menu.
6. On the Standard toolbar, click Return to exit the sketch.

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7. On the panel bar, click the Rib tool and select each line that you created earlier.
In the Rib dialog box, click the direction button and move the cursor so that the
direction arrow is pointing down, as shown.

8. In the Thickness field enter 3 mm, then click the Finite button in the Extents area.
Enter 3 mm in the Extents depth field, make sure that the Extend Profile option is
selected, and click OK.

The web network should appear similar to the following image.

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9. View the web feature close up and notice how the open profiles were extended to
meet the outside edges of the part and extruded to the depth specified in the
Extents area of the Rib dialog box.

10. In the browser, right-click the Extrusion2 feature and click Unsuppress Features
on the shortcut menu.

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11. In the browser, double-click Air-Box-Assembly.iam to exit the part and return to
the assembly level.
12. In the browser, double-click the AirBox:1 part to activate the part for editing.

13. Rotate the view as shown.

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14. On the Standard toolbar, click the Sketch tool, then click and drag upward from
the face of the part, as shown. In the Offset dialog box enter 5 mm, then click the
green check mark button.

15. On the Standard toolbar, click the Look At tool and select the work plane that
was created automatically when you created the new sketch. The view should
appear as shown.

16. On the panel bar, click the Project Geometry tool and project the edges, as
shown.

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17. Using standard sketching tools (Line and Rectangular Pattern), sketch the rib
profile geometry, as shown. The endpoints of the initial line should be coincident
to the outside projected geometry.

18. Adjust the view, as shown.

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19. On the Standard toolbar, click Return to exit the sketch.

20. On the panel bar, click the Rib tool and select the lines that you created and
patterned previously. Click the direction button and move the cursor so that the
direction arrow is pointing downward, then click to define the direction. Clear the
Extend Profile option and enter 3 mm in the Thickness field.

21. In the Extents area, make sure that the To Next button is selected, then click OK.

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The rib features now extend across the air-box component and down to the lower
fillet, as shown.

22. Right-click the work plane and click the Visibility option on the shortcut menu to
clear it.
23. Right-click in the graphics window and click Isometric View on the shortcut menu.

24. On the Standard toolbar, click Return to exit the part and return to the assembly.
25. Save and close all files.

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2.3 Exercise: Create Sweep Features

In this exercise, you use the Sweep tool to add a feature on the AirBox2 component to allow
the AirBox Lid component to seal. Next, you create another sweep feature using a 3D sketch
as the path for the swept profile. In both features, instead of creating new geometry for the
path, you use existing geometry on the part.

Exercise Steps
1. Open AirBox2.ipt.

2. Create a new sketch on the top face of the part as shown.

3. If the edges of the face were not automatically projected, use the Project
Geometry tool to project the outside edges. These edges will be used as the path
for the sweep profile.

4. On the Standard toolbar, click Return to exit the sketch.

5. On the panel bar, click the Work Plane tool and select the edge of the AirBox2
part, then select the endpoint of the edge, as shown.

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6. Create a new sketch on the work plane.

7. On the panel bar, click the Project Geometry tool and select the edge, as shown.
This creates a point that can be used to constrain your new geometry.

8. Using standard sketching tools, sketch and constrain the geometry, as shown.

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9. On the Standard toolbar, click the Return button to exit the sketch.
10. On the panel bar, click the Sweep tool and select the profile that you created
previously. Click the Path button, select the edge of the part, then click OK.

The profile is swept around the entire part.

11. Rotate the view, as shown.

12. On the Standard toolbar, click the 3D Sketch tool.

13. On the 3D Sketch panel bar, click the Include Geometry tool and select the
edges, as shown. This creates a 3D path for use with the sweep feature.

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14. On the Standard toolbar, click Return to exit the 3D sketch.

15. On the panel bar, click the Work Plane tool and create a work plane that is
parallel to the front face and located on the end of the 3D path, as shown.

16. Right-click the work plane and click New Sketch on the shortcut menu.
17. Using standard sketching tools, sketch and constrain the line and arc, as shown.

18. On the Standard toolbar, click Return to exit the sketch.

19. On the panel bar, click the Sweep tool. The half-circle profile should be selected
automatically. Make sure that the Path button is active, select the 3D path, then
click OK.

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The profile is swept along the 3D path, as shown. (The feature color as been
changed for clarity.)

20. Save and close all files.

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2.4 Exercise: Create a Coil Features

In this exercise, you will use the Coil tool to create a coil spring in the Coil-Over assembly.
Exercise Steps
1. Open Coil-Over.iam.

2. In the browser, double-click the Coil-Spring:1 component to activate it for editing.

3. In the browser, double-click Sketch1 to edit the sketch. On the Standard toolbar,
click the Look At tool, then select Sketch1 in the browser.
4. Sketch and constrain a circle that is tangent to the projected geometry, as
shown.

5. On the Standard toolbar, click Return to exit the sketch.

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6. On the panel bar, click the Coil tool. The profile should be selected, because it is
the only closed profile on the sketch. Select the visible axis in the center of the
assembly, as shown.

7. In the Coil dialog box, click the Coil Size tab. In the Pitch field enter 20 mm. In
the Revolution field enter 5.00, then click OK.

8. The coil feature is created, but it is too short for the assembly and you need to
add a flat section on the top and bottom. In the next steps, you edit the coil
feature to include these changes.

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9. In the browser, right-click the Coil feature and click Edit Feature on the shortcut
menu.
10. In the Coil dialog box, click the Coil Size tab and select Pitch and Height on the
Type list. In the Height field enter 371-10. This calculation represents the
distance between the shock mount components minus the diameter of the profile.

11. In the Coil dialog box, click the Coil Ends tab and select Flat in the Start and End
lists. In the Start and End Transition Angle fields, enter 90.00 deg, and in the Flat
Angle fields enter 120.00 deg. Click OK.

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12. The coil spring should appear as shown below.

13. In the browser, double-click Coil-Over.iam to return to the assembly.

14. Save and close all files.

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2.5 Exercise: Create Loft Features

In this exercise, you create a loft feature to effect a transition between two existing features on
a cluster housing part. After you create the initial loft feature, you edit the feature to use a rail
curve. The sketch geometry used for the rail curve has already been created.
Exercise Steps
1. Open Cluster-Housing.ipt.

2. On the Standard toolbar, click Sketch. Select the bottom face of the uppermost
extrusion feature.

3. Make sure that the face edges are automatically projected. If your system
settings are not set to do so, then use the Project Geometry tool to project the
edges of the face onto the current sketch.

4. On the Standard toolbar, click Return to exit the sketch.

5. On the Standard toolbar, click Sketch. Select the top face of the lowermost
extrusion feature. Again make sure that the face edges are projected, or project
them manually using the Project Geometry tool.

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6. On the Standard toolbar, click Return to exit the sketch.

7. On the panel bar, click Loft. In the browser, select Sketch5 and Sketch6. Click
OK.

8. Rotate the view to see the side of the part, as shown. Note the loft transition
between the two extrusion features.

9. In the browser, right-click Sketch3 and click Visibility.

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10. With Sketch3 visible in the browser, right-click the Loft6 feature and click Edit
Feature.
11. In the Rails area, select Click to Add, and select Sketch3 in the browser. Then
select the spline to use as the rail curve.

12. Click the Conditions tab. Select the Sketch5 Conditions list, and select Tangent
Condition. Enter 1 in the Weight field. Select Sketch6 in the Conditions column,
click the Tangent Condition button, and enter 1 in the Weight field. Click OK.

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Note the difference in the loft transition near the two extrusion features.

13. Take note of the edge lines showing the different faces of the loft. Right-click the
Loft6 feature and select Edit Feature. On the Curves tab, select the Merge
Tangent Faces option to smooth the face of the loft even more.

Notice the edge lines within the loft surface no longer exist.

14. Right-click anywhere in the graphics window and click Isometric View.
15. On the panel bar, click Shell. Select the top face of the part, as shown. In the
Thickness field, enter .125 mm. Click OK.

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16. In the browser, click and drag the End of Part marker below the Extrusion1
feature.

17. Save and close all files.

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2.6 Exercise: Split Parts and Part Faces

In this exercise, you will use the Split tool to split a part into two pieces, saving each piece as a
new part file. You will then open one of the parts and use the Split tool split a face on the part
and then offset the new face.

Exercise Steps
1. Open Speedometer-Housing.ipt.

2. On the panel bar,click the Split tool and select the work plane. In the Split dialog
box, click the Split Part button and confirm that the direction being removed is as
shown in the following image. Click OK.

3. Your part should appears as shown. On the File menu click Save Copy As and
save a copy of the current version of the part as Speedometer-Housing-Top-
Half.ipt.

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4. In the browser, right-click the Split1 feature and click Edit Feature on the shortcut
menu. In the Split dialog box, select the right-hand remove button to flip the
direction of the part being removed, then click OK.

5. Your part should appear as shown. On the File menu click Save Copy As and
save the current version of the part as Speedometer-Housing-Bottom-Half.ipt.

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6. Close the part file but do not save.

7. Open Speedometer-Housing-Top-Half.ipt.

8. Right-click the work plane and click New Sketch on the shortcut menu.

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9. Using standard sketching tools, create and constrain a rectangle, as shown. Note
that the rectangle is constrained to projected geometry at the top and bottom of
the part.

10. Right-click in the graphics window and click Isometric View on the shortcut menu.
11. Click Return on the Standard toolbar to exit the sketch.
12. On the panel bar, click the Split tool and select the rectangle that you drew
previously. Select the back inside face of the part, as shown, and click OK.

13. Right-click in the work plane and click Visibility on the shortcut menu.
14. On the panel bar, click the Thicken/Offset tool and select the face that you split
previously. In the Distance field enter 2 mm, then click OK.

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15. Save and close the file.

16. Open Speedometer-Housing-Bottom-Half.ipt.
17. Repeat steps 8 through 15 on the component to split the face and offset.
18. The following image shows both of the part files.

19. Save and close all files.

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2.7 Exercise Mirror Part Features

In this exercise, you will create a torsion bar component that consist of multiple features that
can be mirrored instead of recreating. You will then add create a new fillet feature and add that
feature to the mirrored features.

Exercise Steps
1. Open Torsion-Bar-Mirror.ipt.

2. On the panel bar, click the Mirror Feature tool and select the Extrusion1, Hole2,
and Extrusion2 features. Do not select the spline cut feature.

3. In the Mirror Pattern dialog box, click the Mirror Plane button. Select the bottom
face of the part and click OK.

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Notice that because the spline feature was not included in the mirror it does not
extrude through the part.
4. In the browser, click and drag the Extrusion3 feature to move it under the Mirror3
feature.

Because the extrusion was created using the Through All option, it now cuts
through the part.
5. On the panel bar, click the Mirror Feature tool. In the browser, select the features
as shown.

6. In the Mirror Pattern dialog box, click the Mirror Plane button. In the browser,
expand the Origin folder and select the YZ Plane, as shown.

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7. Click OK to create the mirror feature. The spline extrusion is no longer displayed
because the results of the mirror feature override the extrusion feature.

8. In the browser, click and drag on the Extrusion3 feature to drag it below the
Mirror4 feature.

Your part model should appear similar to the following image.

9. In the browser, click and drag the End of Part marker above the Mirror4 feature.

You do this so that you can create new features before the Mirror4 feature is
considered. Dragging the End of Part marker enables you to roll back the model
history and temporarily disregard all features below it.
10. In the browser, expand the Origin folder. Right-click the XZ Plane and click New
Sketch on the shortcut menu.

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11. On the Standard toolbar, click the Look At tool and select the new sketch in the
browser.
12. On the panel bar, click the Line tool and create a line, as shown. Click the Project
Geometry tool, project the outside edge of the center hub of the part, and place a
dimension, as shown.

13. On the Standard toolbar, click Return to exit the sketch.

14. On the panel bar, click the Rib tool and select the line that you drew previously.
Click the Direction button and adjust the direction toward the center of the part. In
the Thickness field enter 4 mm and click OK.

15. On the panel bar, click the Fillet tool and select all the edges around the web
feature that you just created. In the Radius field enter 1 mm and click OK.

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16. In the browser, click and drag the End of Part marker below the Extrusion3
feature.

17. In the browser, right-click the Mirror4 feature and Edit Feature on the shortcut
menu. In the Mirror Pattern dialog box, click the Features button and select the
rib and fillet features in the browser. This adds the features to the mirror feature.
Click OK to save the changes to the mirror feature.

Your model should now appear like the following image.

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18. In the browser, right-click the Hole2 feature and click Edit Feature on the shortcut
menu.
19. Change the hole diameter to 5 mm and click OK. The original hole feature and all
mirror occurrences are automatically changed to the new diameter.

20. Save and close all files.

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2.8 Exercise: Import and Use Surfaces

In this exercise, you open a part that consists of a base solid previously created from an
imported IGES file. You will then create new surfaces to be used in the creation of additional
solid features.

Exercise Steps
1. Open Plastic-Bottle.ipt.

2. Right-click the top face of the part and click New Sketch on the shortcut menu.

3. On the Standard toolbar, click the Look At tool and select the top face of the part.
4. Use standard sketching tools to create the construction lines and spline, as
shown. Make sure that the horizontal construction lines are constrained at their
midpoints to be coincident to the vertical construction line. Dimension the
construction lines as shown, then draw the spline using the construction lines as
points for the spline.

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5. Right-click in the graphics window and click Isometric View on the shortcut menu.
6. On the Standard toolbar, click Return to exit the sketch.
7. On the panel bar, click the Extrude tool, click the Surface output button, and
select the spline. In the Distance field enter 140 mm. Select the direction icon to
extrude the spline downward, then click OK.

8. On the panel bar, click the Replace Face tool and select the four outside faces of
the part, excluding the top and bottom faces.

9. In the Replace Face dialog box, click the New Faces button and select the
surface. Click OK.

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10. In the browser, right-click the ExtrusionSrf1 feature and click Visibility on the
shortcut menu to hide the surface.
11. On the Standard toolbar, Styles list, select the Blue (Sky - Bright) color style.
Your model should look like the following image.

12. In the browser, expand the Origin folder. Right-click the XZ Plane and click
Visibility on the shortcut menu. On the Standard toolbar, click the Sketch tool,
then click and drag the Origin work plane to create an offset sketch plane. In the
Offset dialog box, enter -50 mm and click the green check mark.

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13. Adjust the view to be normal to the sketch and use the Spline tool to create a
spline similar to the following image. Right-click the spline to use the Bowtie
options to display the handles and flat point. Use a horizontal constraint on the
bottom flat handle.

14. On the Standard toolbar, click Return to exit the sketch.

15. On the panel bar, click the Extrude tool and select the Surface output option.
Select the spline and enter 100 mm in the Distance field. Adjust the direction icon
to extrude the surface to the back side of the part, then click OK.

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16. On the panel bar, click the Replace Face tool and select the bottom face of the
part.

17. In the Replace Face dialog box, click the New Faces button, select the surface
that you previously created, and click OK.

18. In the browser, right-click the ExtrusionSrf2 feature and click Visibility on the
shortcut menu.
19. On the panel bar, click the Fillet tool and select the top and bottom edges of the
part. In the Radius field enter 5 mm, then click OK.

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20. On the Standard toolbar, click the Sketch tool and select Work Plane 1 in the
browser.
21. Rotate the view to be normal to the sketch. Using standard sketch geometry,
sketch and constrain the geometry, as shown.

22. On the Standard toolbar, click the Return button to exit the sketch.
23. Right-click in the graphics window and click Isometric View on the shortcut menu.
24. On the panel bar, click the Extrude tool and select the Surface output option.
Click the Profile button and select the sketch geometry that you created
previously. In the Distance field enter 100 mm. Adjust the direction icon to
extrude the surface toward the back side of the part, then click OK.

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25. On the panel bar, click the Split tool and select the surface, then select the
outside surface of the part. Click OK.

26. In the browser, right-click ExtrusionSrf3 and click Visibility on the shortcut menu.
27. On the panel bar, click the Thicken/Offset tool and select the face, as shown. In
the Distance field enter 4 mm. Click the Cut operation button and the direction
icon as shown, then click OK.

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28. Repeat the Thicken/Offset operation on the opposite side of the part.

29. Save and close all files.

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2.9 Exercise: Feature Generator

In this exercise you create part features from Content Center features. When completed,you
will be able to add Content Center features to your parts.
Exercise Steps
1. Open Feature Generator.ipt.

2. Click Tools menu > Content Center to open the Content Center dialog box.
3. Click the Features tab. In the tree view on the left pane, expand the Metric
category and select the Hexagon category, as shown.

4. Double-click the Hexagon feature in the right pane. In the Content Member
Selection area, set the VertexDiameter to 7 and the Height to 8.

5. Click the Insert button.Click the vertical face of the part in the graphic window in
the approximate place shown.

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6. Right-click and select Done from the shortcut menu. The part should now appear
as shown.

7. Click Tools menu > Content Center to open the Content Center dialog box. In the
left pane, under the Metric category, click the Pocket category. In the right pane,
right-click Pocket. Click Add To Favorites, as shown.

8. Click the Cancel button to close the Content Center dialog box.
9. Change the browser view to Content Center Favorites.

10. In the browser, left-click the Pocket feature. Drag and drop it anywhere in the
graphic window. Release the mouse button and click on the surface to place the
pocket, as shown.

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11. While the 3D grips for the pocket feature are displayed, drag the depth of the
pocket up to create a shallower pocket.

12. Right-click and select Done to complete the placement of this feature and to
achieve the following results.

13. Save and close all files.

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2.10 Exercise: Create a Derived Part

In this exercise, you will create a derived part from an assembly. You will begin by assembling
two components (a) Mold-Blank and (b) Plastic-Blower-Mount. After creating the assembly,
you will create new part and derive the assembly to create a mold cavity component. You will
then make changes to the assembly and review the changes in the derived part.
After creating a derived part from the assembly, you will then used the Derived Component tool
to create a mirrored version of an existing part.
Exercise Steps
1. Open Mold-Assembly.iam.

2. Assemble constrain the plastic component to the mold-bottom-blank component.

 As indicated by (A), apply a mate axis-to-axis constraint between the
center of the plastic component and the axis Z-Axis in the center of the
mold-bottom-blank component.
 As indicated by (B), apply a flush constraint between the tab on the
smooth side of the plastic component and the top of the mold.

3. Save and close the assembly.

4. On the Standard toolbar, click New and create a new standard (mm) part file.
5. On the Standard toolbar, click the Return button to exit the sketch.
6. On the panel bar, click the Derived Component tool, select Mold-Assembly.iam,
then click Open.

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7. In the Derived Assembly dialog box, click the Plastic-Blower-Mount:1 component

to change its symbol, as shown. Click OK.

8. Right-click in the graphics window and click Isometric View on the shortcut menu.
9. On the Standard toolbar, select Metal-AL-6061 (Polished) on the Styles list.

10. In the browser, right-click the Mold-Assembly.iam derived assembly and click
Open Base Component on the shortcut menu.

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11. With the mold-assembly open, double-click Plastic-Blower-Mount:1 to edit the

component. Right-click Circular Pattern1 and click Edit Feature on the shortcut
menu.

12. In the Circular Pattern dialog box, enter 8 ul in the Number of Occurrences field,
then click OK.

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13. On the Standard toolbar, click Return to exit the part and return to the assembly.
14. Save and close the assembly file.
15. Return to the derived part file and note the appearance of the red lightning bolt
next to the derived assembly in the browser.

16. On the Standard toolbar, click the Update button. The derived part updates to
reflect the changes in the original part.

17. Save and close all files.

18. On the Standard toolbar, click New and create a new standard(ANSI mm) part
file.
19. On the Standard toolbar, click Return to exit the sketch.
20. On the panel bar, click the Derive Component tool, select RS-Bracket.ipt, then
click Open.

21. In the Derived Part dialog box, make sure that Solid Body is included and that the
Mirror Part check box is selected. Select YZ Plane in the drop-down list and click
OK.

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22. On the Standard toolbar, click Save and save the part as LS-Bracket.ipt.
23. Open RS-Bracket.ipt.

24. In the browser, right-click Rectangular Pattern1 and click Edit Feature on the
shortcut menu.
25. In the Rectangular Pattern dialog box, enter 6 ul in the Number of Occurrences
field, then click OK.

26. Save and close the RS-Bracket part file.

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27. On returning to the LS-Bracket part file, note the appearance of the red lightning
bolt icon, indicating that the derived part needs to be updated.

28. On the Standard toolbar, click the Update tool to update the derived component
to reflect the changes in the original part.

29. Save and close all files.

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2.11 Exercise: Create Emboss Features

In this exercise, you use the Emboss tool to create both embossed and engraved features on
the part. You also create sketch geometry consisting of both standard geometry and text to be
used in the emboss features.

Exercise Steps
1. Open Rotor-Base.ipt.

2. On the Standard toolbar, click the Sketch button, then click and drag the top face
of the part to create an offset sketch plane. In the Offset dialog box, enter 5.00
mm, then click the green check button.

3. On the panel bar, click the Project Geometry tool and select the outside edge of
the center boss area, as shown.

4. On the panel bar, click the Offset tool and offset the projected geometry. Use
standard dimensioning tools to dimension the circles, as shown.

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5. On the Standard toolbar, click Return to exit the sketch.

6. On the panel bar, click the Emboss tool and select the profile that you created
previously. In the Depth field, enter 1 mm. Click the Color button and select Gold
Metallic on the drop-down list. Make sure that the Emboss type button is
selected, then click OK.

7. On the panel bar, click the Work Plane tool. In the browser, expand the Origin
folder and select the XZ Plane, then select the outside surface of the mount
boss, as shown.

8. Right-click the work plane that you created previously and click Flip Normal on
the shortcut menu.

9. Right-click the same work plane and click New Sketch on the shortcut menu.
10. Adjust the view to be normal to the sketch and use the Text tool to create text, as
shown. The text font is Arial, with a height of 2 mm

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11. Right-click in the graphics window and click Isometric View on the shortcut menu.
12. On the Standard toolbar, click Return to exit the sketch.
13. On the panel bar, click the Emboss tool and select the text that you created
previously. In the Depth field enter .25 mm and click the Engrave button. Select
the Wrap to Face check box, select the outside face of the part, then click OK.

14. Turn the visibility of the user work planes off. Your model should look like the
following image.

15. Save and close all files.

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2.12 Challenge Exercise: Introduction to Sketching

In this exercise, you use the concepts and procedures that you learned in this lesson to create
the part features as described in the images provided.

Exercise Steps
1. Open Water-Pump.ipt.

2. Add rib features, as shown. The rib features are approximately 3 mm wide at a 25
degree angle from the centerline of the hole.

3. Use the Sweep tool to cut a seal-ring groove into the bottom face of the part.

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4. Save and close all files.

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AUTODESK INVENTOR PROFESSIONAL TRAINING

INTERMEDIATE LEVEL

3: Complex Assembly Modelling

3.1 Exercise: Design View Representations .............................................................. 2

3.2 Exercise: Design View Representations - Nesting ............................................... 5
3.3 Exercise: Design View Representations - Private ................................................ 8
3.4 Exercise: Creating and Using iMates to Constrain Parts ................................... 10
3.5 Exercise: Using the Content Center .................................................................. 15
3.6 Exercise: Create Bolted Connections ................................................................ 19
3.7 Exercise: Edit Bolted Connections .................................................................... 23
3.8 Exercise: Create Component Patterns .............................................................. 26
3.9 Exercise: Creating Adaptive Parts ..................................................................... 30
3.10 Exercise: Making Feature Properties Adaptive ................................................ 34
1.11 Exercise: Use Adaptivity.................................................................................. 39
1.12 Exercise: Create Motion Constraints ............................................................... 43
1.13 Exercise: Create Transitional Constraints ....................................................... 46
1.14 Exercise: Drive Constraints ............................................................................. 49
1.15 Exercise: Assembly Features .......................................................................... 53
1.16 Exercise: Creating a Weldment ....................................................................... 56
1.17 Exercise: Assembly Centric Bill of Materials .................................................... 62
1.18 Exercise: Assembly Analysis ........................................................................... 66
1.19 Challenge Exercise ......................................................................................... 71

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3.1 Exercise: Design View Representations

In this exercise, you will create a new view representation. You will experiment with how view
representations are updated and how to lock a view representation so that it doesn't change.
Exercise Steps
1. Open Pad Lock-DVR.iam.

2. Select None from the Design View Most Recently Used list.
3. Expand the Representations folder in the browser.
4. Expand the View node that is nested below the Representations folder to access
either the default or the private design view representations.
5. Right-click the View node, and click New.

6. Rename the new view representation to Shaft.

7. On the standard toolbar, click Select and then click Part Priority.

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8. Expand the Combo:1 assembly and select the Combo Stand-Off:1 component.
9. Right-click the component and select Component Selection > Constrained To.
10. On the Standard toolbar, click Select and click Invert Selection.

11. Right-click in the graphics window and select Visibility to turn off the visibility of
the selected components. Thie remaining visible components are constrained to
Combo Stand-Off.

12. Activate the None view representation, then switch back to Shaft. The changes
are captured without a save being required.
13. Right-click the Shaft view representation and click Lock on the menu.

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14. Right-click the View node and click New on the menu.
15. Rename the new view representation to Lock Shackle.

16. Turn on the visibility of all components.

17. Turn off the visibility of the Case Inner, Case Outer, and Dial components.
18. From the assembly browser, drag the Lock Shackle.ipt part into the graphics
window. This will add a new component to the design, in this case it may be
considered for a larger design.

19. Activate the locked Shaft view representation. The new Lock Shackle component
is not displayed.
20. Close the file without saving changes.

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3.2 Exercise: Design View Representations -

Nesting
In this exercise, you examine how to work with view representations in a nested subassembly.
You learn how to use a nested view representation within a parent assembly.
Exercise Steps
1. Open Pad Lock-DVR.iam.

2. Open the Combo:1 subassembly in a separate window and make it active.

3. Select None from the Design View Most Recently Used list.
4. Expand the Representations folder in the browser.
5. Expand the View node that is nested below the Representations folder.
6. Right-click the View node and click New on the shortcut menu.

7. Rename the new view representation to Plates Only.

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8. On the standard toolbar, click Select and then click Part Priority.

9. Select all components except Combo Plate Upper and Combo Plate Lower, then
turn off their visibility.

10. Activate the window with the Pad Lock.iam assembly.

11. Right-click the View node, and click New on the shortcut menu.
12. Rename the new view representation to Plates Only.

13. In the browser, right-click the Combo:1 subassembly and click Representation on
the menu.
14. In the Representation dialog, select Plates Only from the list.
15. Select the Associative checkbox and click OK.

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16. Turn off the visibility of the Case Inner, Case Outer, and Dial components. Only
the two plate components are visible in the Combo:1 subassembly.

17. Return to the Combo:1 assembly window.

18. Make the Dial Plate:1 component visible.

19. Return to the Pad Lock.iam assembly. The Dial Plate component is now visible.

20. Close the file without saving changes.

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3.3 Exercise: Design View Representations -

Private
In this exercise, you will learn how to create a private view representation file that gets saved
on your computer with an .idv extension.

Exercise Steps
1. Open Pad Lock-DVR.iam.

2. Select None from the Design View Most Recently Used list.
3. Click to expand the Representations folder in the browser.
4. Click to expand the View node that is nested below the Representations folder.
This is where the system.* default Design View Representations, and the Private
node can be accessed.

5. Right-click the Private node, and click Edit on the shortcut menu.

6. In the Design View Representations dialog, select Private File.

7. Enter Contact Set in the bottom of the dialog. This will be the name of a new
representation.
8. Click New.

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Click Cancel to close the Design View Representations dialog box.

9. Turn off the visibility of the Case Inner, Case Outer, Dial, and Combo:1
components.

10. Select Save from the File menu. The .idv file is listed among the dependent files.

11. Click OK.

12. Verify that the new .idv file is created on your computer.
13. Close all files without saving changes.

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3.4 Exercise: Creating and Using iMates to

Constrain Parts
In this exercise, you open the components that are used in an assembly and create iMates for
them. You then create a new assembly and use iMates to constrain the components.
Exercise Steps
1. Open Fan_Housing.ipt and rotate the view to see the back side of the
Fan_Housing component.

2. On the panel bar, click the Create iMate tool. In the Create iMate dialog box,
select the Insert constraint type. Select the edge of the hole as shown and click
Apply.

3. Select the lower left hole and click OK to create the iMate and close the dialog
box.

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4. In the browser, expand the iMates folder and select both iMates. Right-click the
iMates and click Create Composite.

5. In the browser, right-click Composite:1 iMate and click Properties. In the iMate
Properties dialog box, Name field, enter FanMount:1 and click OK.

6. Save and close the part file.

7. Open SM-Enclosure-Base-1007.ipt and zoom in to the back corner of the part as
shown.

8. On the panel bar, click the Create iMate tool. Select the Insert constraint type
and select the edge of the hole as shown. Click Apply.

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9. Select the lower right hole and click OK to create the iMate. Close the dialog box.

10. In the browser, expand the iMates folder and select both iMates. Right-click the
iMates and click Create Composite.

11. In the browser, right-click Composite:1 iMate and click Properties. In the iMate
Properties dialog box, Name field, enter FanMount:1 and click OK.

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12. Save and close the part file.

13. Create a new standard assembly file.
14. On the panel bar, click the Place Component tool. Select SM-Enclosure-Base-
1007.ipt and click Open. Place one component occurrence.

15. On the panel bar, click the Place Component tool. In the Open dialog box, select
Fan_Housing.ipt. Select the Use iMate check box and then click Open.

16. Place the Fan_Housing component in the assembly. It is automatically

constrained to the SM-Enclosure-Base component.

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17. Save and close all files.

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3.5 Exercise: Using the Content Center

In this exercise you place components from the Content Center into an assembly. When you
complete the exercise, you will be able to add components stored in the Content Center into
your assembly.

Exercise Steps
1. Open Content Center.iam.

2. On the Assembly panel bar, click Content Center.

3. In the Content Center dialog box, on the Parts tab, in the left pane with the tree in
Category View, expand the categories Shaft Parts and then Keys. Click the
category Keys - Machine.

4. In the right pane, right-click the image for key CNS 169 A. Click Add To
Favorites.

5. In the left pane tree view, under the Shaft Parts category, expand the Bearings
category. Click the category Bearings-Plain.

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6. In the right pane, double-click the image for bearing CNS 9351 (Cylindrical) to
open the Content Member Selection area of the Parts tab.

7. Position the cursor over the iDrop-enabled preview image. Drag the part and
drop it on the assembly graphic window. Click the graphic window once to place
a single occurrence of the bearing, as shown. Right-click the graphic window.
Click Done.

8. Change the browser view to Content Center Favorites. In the browser, double-
click CNS 169 A.

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9. In the Content Member Selection area of the Parts tab, enter these values for the
following options
 Shaft Diameter = 10-12
 Width x Height = 4x4
 Parallel Key Nominal Length = 28

10. Click Insert. Click once in the graphic window to place a single occurrence of the
Parallel Key, as shown. Right-click the graphic window. Click Done.

11. Right-click the bearing you recently placed in the graphic window. Click Find in
Content Center.

12. In the Content Member Selection area, scroll down the list of bearing sizes and
select 20 x 26 x 20. Click Replace.

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13. Save and close all files.

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3.6 Exercise: Create Bolted Connections

Exercise Steps
1. Open ControlModuleMount.iam.

2. On the Assembly panel bar click Bolted Connection. Make sure ISO is shown as
the active standard on the top toolbar in the Bolted Connection Component
Generator.
3. Click the bolt icon and select the bolt type ISO 7047 (H).

4. In the Bolted Connection Component Generator specify the following additional

information and then click Finish.
 Diameter = 3.5
 Length of holes = 12
 Select the first hole as a Common Hole
 Select the second hole as Thread run-outs

5. Click the Concentric Constraint button in the Design Accelerator Holes Wizard,
zoom closer to the corner of the ModBoxCover part, and then click the top face of
the cover and the corner arc, identified with arrows in the following graphic. With
Hole 1's position now defined, Click Next.

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6. For Hole 2, click the top surface of the ModuleBox to select it. The preview should
appear as shown. Click Finish to have the holes created and the screw
assembled into place.

7. On the browser, select the new countersunk flathead screw and click Visibility on
the shortcut menu to turn off the visibility of the screw and to view the holes that
were automatically created. Turn Visibility back on after viewing the holes.

8. Click Bolted Connection again and define the following values and properties:
 Bolt Diameter = 10
 Hole Length = 9
 ISO 8676 (A) Hexagon head screw
 ISO 7089 Plain Washer - (for bolt head side)
 ISO 7089 Plain Washer - (for nut side)
 ANSI standard - ASME B18.21 Helical Spring Lock Washer (change
standard in window after selecting washer icon)
 ISO 4034 Hexagon nut

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9. Click Add To Favorites and supply the following text in the New Template dialog
box:
 Name: HH-M10-01
 Description: M10 Hex Head bolt with washers and nut
Click OK to close the dialog box and save this bolt configuration as a Favorite.
10. Click Finish on the Bolted Connection Component Generator dialog box to begin
placing the connection into the existing hole shown. Select the identified faces for
the following prompts:
 Select plane where bolted connection starts. - the top face of the flange
 Select cylindrical face of an existing hole. - the inside face of the hole in
the flange
 Select plane where bolted connection ends. - the bottom face of the
mounting plate

11. Looking at the side view, the finished connection should appear as shown.

12. Click Bolted Connection again to add the same type of connection extending from
the flange through the mounting plate standoff and plate. Click Display Favorites
on the main toolbar and select the previously saved HH-M10-01 template in the

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Select Templates dialog box. Click OK after selecting it to populate the Bolted
Connection Component Generator dialog box with these saved values.
13. Click the Measure Hole Length button to determine the length of the hole from the
flange through the standoff and plate. Click the top face of the flange. Click the
bottom face of the mounting plate. This should return a value of 49.
14. Click Finish and place the connection by selecting the top of the flange, the inside
face of the hole through the flange, and then the back face of the mounting plate.

15. The connections should now appear as shown. If time allows, continue adding the
rest of the needed fasteners for these parts.

16. Save and close all files.

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3.7 Exercise: Edit Bolted Connections

Exercise Steps
1. Open Bolted-ControlModuleMount.iam.

2. Adjust the view to look at the front right bolt and nut as shown. The bolt needs to
be lengthened so that all the threads in the nut grip the bolt's threads.

3. Right-click the bolt and select Change Component.

4. In the dialog box for the ISO 8676 (A) bolt, select a length of 30 mm and click
Update. The results of this edit appear as shown.

5. Pan to the right to see the back right bolted connection.

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6. Right-click the bolt or nut for this connection and select Edit Bolted Connection
from the shortcut menu.
7. Click the field with the graphic of the hexagon bolt with the text ISO 8676 (A) and
select ISO 4762 Hexagon socket head cap screw as a new bolt type. Click the
icon to the right of the bolt description and select a length of 70 mm. Click Update.
Notice the bolt icon is now shaded and a check box appears below the button on
the right, indicating a manually selected setting.

8. Click Finish and click OK in the dialog box that shows the manually set value. The
connection should now appear as shown.

9. Switch to an isometric view and zoom into the lower-left half of the box cover
plate.
10. The countersunk screw was supposed to be replaced to be the same as the other
three. Right-click the countersunk screw. Click Delete Bolted Connection.

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11. Because the Design Accelerator added holes to these parts when the fastener
was added, it asks if the holes should be deleted. Click Yes to delete the holes on
each part. The parts should now look as shown.

12. Determine the bolt connection settings for the other three bolts: Right-click the
phillips head bolt and click Edit Bolted Connection.
13. Click Add To Favorites and specify the name PH-M4; add description if desired.
Click OK then Finish to close these dialog boxes. Click OK if prompted about the
manually modified values.
14. Click Bolted Connection. Click Display Favorites. Select PH-M4 and then click
Finish. Click OK if prompted about the manually modified values.
15. In the Design Accelerator Holes Wizard, click the icon to position the hole
concentric to an arc. Click the top face and edge as indicated.

16. Click Next and then click the top face. Click Finish. The bolt and washer appear in
newly created holes, as shown.

17. Save and close all files.

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3.8 Exercise: Create Component Patterns

In this exercise, you create component patterns in the pulley assembly. You create an
associative pattern for the bolts and a rectangular pattern for the wheel component.

Exercise Steps
1. Open Pulley-Assembly.iam.

2. Zoom in to the top of the assembly and select the bolt component, as shown.

3. In the Pattern Component dialog box, click the Feature Pattern Select button and
select the hole pattern, as shown.

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4. Note the appearance of the selected pattern. Click OK.

5. Rotate the view, as shown.

6. In the browser, expand the Component Pattern and Element:1 nodes. Click and
drag the DIN EN ISO 4762 component to the graphics window.

7. Place an Insert constraint on the bolt at the position shown in the following
image. Then create an associative component pattern as on the opposite side.

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8. On the panel bar, click the Pattern Component tool and select the wheel
component, as shown.

9. In the Pattern Component dialog box, click the Rectangular Pattern tab. Click the
Column selection button and select the edge, as shown in the following image.
Enter 4 in the Number of Occurrences field and enter 25.00 in the Spacing field.
Click OK.

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10. Save and close all files.

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3.9 Exercise: Creating Adaptive Parts

In this exercise, you create an Adaptive part with Autodesk Inventor and add it to the
assembly. You design the part with Adaptivity as a goal by intentionally leaving some geometry
under constrained. To save time, most features on the part have been created. You will finish
the part by creating the feature that needs to adapt in the assembly.
Exercise Steps
1. Open Main_Bearing_Cap.ipt.

2. Create a new sketch on the front face of the part.

3. On the Panel Bar, click the Circle tool and sketch a circle on the front face of the
part.
NOTE: Draw the circle constrained to the midpoint of the bottom edge of the
Main_Bearing_Cap

Notice that the circle is under-constrained because you did not place a diametric
dimension. This was done to enable this feature to Adapt, when placed and
constrained in the assembly.
4. On the Standard toolbar, click Return to exit the sketch.
5. On the Panel Bar, click the Extrude tool and Extrude-Cut the circle.

6. In the Browser, right click on the feature and select Adaptive on the shortcut
menu.

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7. Save and close the part file.

8. Open the assembly file Main_Bearing_Assembly.iam.
9. On the Panel Bar, click the Place tool then double-click on the
Main_Bearing_Cap.ipt and place one occurrence of this part in the assembly.
10. On the Panel Bar, click the Constraint tool and apply an Insert constraint to the
hole locations. Click OK to apply the constraint and close the dialog box.

11. Examine the surfaces closely and you will see that the diameters for the bearings
do not match. By using Adaptivity along with the correct assembly constraint,
Inventor will update the Adaptive feature accordingly.
12. In the Browser, right-click on the Main_Bearing_Cap component and select
Adaptive on the shortcut menu. The Adaptive icon should appear next to the part
in the browser.

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13. You need to examine the model features to be sure the correct feature is also set
as Adaptive. Set the Browser Mode to Modeling View to reveal the model
features.

14. Here you can see the feature created in the first few steps of this exercise, is set
as Adaptive. If it is not, then right-click on the feature representing the cut and on
the context menu click Adaptive.

15. On the Panel Bar, click the Constraint tool and apply a Mate - Surface-Surface
constraint between each bearing surface.
NOTE: You apply this constraint to the surfaces not the centerlines. You may
need to use the Select Other tool to select the correct surface.

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16. Select the Apply button and watch the change made to the
Main_Bearing_Component. The diameters should now match precisely.
17. Double-click on the Bearing_Main component to edit the part. Double-click on the
visible dimension and change the value to 40 mm as shown in the following
image.

18. On the Standard toolbar, click Return to return to the assembly level and view the
updates to the Main_Bearing_Cap part. The component diameters should still
match precisely.

19. Save and close all files.

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3.10 Exercise: Making Feature Properties

Adaptive
In this exercise you set specific feature properties as adaptive. The Post_Mount part has been
designed to accept different types of bearing flanges. However, adaptivity is required to enable
the hole pattern to adjust. This exercise incorporates errors that are commonly encountered by
users who are new to adaptivity.
Exercise Steps
1. Open Post_Mount_Assembly.iam.
To simplify the exercise and speed up the process, some assembly constraints
have already been applied.
2. On the Standard toolbar, click the Look At tool and select the front face of the
Post_Mount component.

3. On the Standard toolbar, click the Zoom Window tool to adjust your view to
examine the misalignment of the holes.

4. Right-click in the graphics window and click Isometric View on the shortcut menu.
You need to set the hole features in the Post_Mount component to adapt to the
Bearing_Flange hole pattern. However, you must make sure that Adaptivity is
enabled on the sketch feature only and not on the nominal diameter. You do this
by adjusting the properties on the Hole feature.

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5. In the browser, double-click the Post_Mount component.

6. In the browser, right-click the Hole1 feature and click Adaptive. By default, this
sets all feature properties as adaptive.

7. You need to limit the adaptive feature properties to include only the Sketch
property. In the browser, right-click the Hole1 feature and click Properties.
8. Clear the Hole Depth and Nominal Diameter check boxes and click OK to close
the dialog box. This enables only the Sketch property of the Hole1 feature to
adapt.

9. On the Standard toolbar, click Return to exit the part and return to the assembly.
10. On the panel bar, click the Constraint tool and place a Mate - Axis to Axis
constraint between one hole on the Bearing_Flange component and one hole on
the Post_Mount component.

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11. Click Apply to apply the constraint and leave the dialog box open.
The following error dialog box appears.

This error occurs because in resolving the constraints on the parts and assembly,
Autodesk Inventor encounters a situation in which one or more constraints
conflict with other constraints. Select one of the following three options:
Edit: Returns to the Constraints dialog box, in which you can fix a problem with
the assembly constraint that is being applied.
Cancel: Cancels the constraint and closes the error dialog box.
Accept: Accepts the error condition and applies the constraint. You must
eventually fix this error for all constraints to be resolved.
If you have applied the Mate - Axis to Axis constraint correctly, something at the
feature level of Hole1 is preventing the hole locations from adapting, which in
turn is preventing the Mate - Axis to Axis constraint from being resolved.
12. Click the Accept button to accept the error and keep the constraint.
13. Close the Constraints dialog box if it is still open.
14. In the browser, notice the exclamation mark icon next to the Mate constraint that
you just applied. This indicates that something is wrong with the constraint and
that it is not resolved.

15. In the graphics window, double-click the Post_Mount component to edit it.
16. In the Browser, right-click Hole1 and click Edit Sketch.

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Now you can see the problem that is preventing the hole locations from adapting.
They are constrained by parametric dimensions. Autodesk Inventor does not
allow adaptivity to override a parametric dimension.

17. Hold down the CTRL key and select the two 89 mm dimensions. On the
Standard toolbar, click the Driven Dimension button to enable the dimensions to
change if necessary.

18. On the Standard toolbar, click Return to exit the sketch.

19. On the Standard toolbar, click Return to exit the part and return to the assembly.

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Notice that the exclamation mark icon no longer appears next to the Mate
constraint. This signifies that the constraint is resolved correctly and that there
are no error conditions.
20. On the Standard toolbar, click the Look-At tool and select the front face of the
Post_Mount component.

21. Adjust the view as shown in the following image. The hole pattern on the
Post_Mount component should match precisely the hole pattern in the
Bearing_Flange component.

22. Save and close all files.

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3.11 Exercise: Use Adaptivity

In this exercise you build a new assembly based on components that already exist but are
being used in another assembly. You must determine whether the components are being used
adaptively in the other assembly and then determine the best way to proceed. You also turn
adaptivity off for the components in the existing assembly.
Exercise Steps
1. Open Fixture_Assembly_254.iam.
The components have already been placed in the assembly to save time. A
larger base has been created and you need to use the existing Fixture_LS and
Fixture_RS components to complete the assembly.
2. In the browser, right-click Fixture_LS. Notice that the Adaptive option is not
available on the shortcut menu. This usually means that the part is being used
adaptively in another assembly.

3. In the browser, double-click Fixture_LS to edit it. Notice the Adaptive icons next
to the Extrusion1 and Hole features, indicating that perhaps this part is being
used adaptively in another assembly.

4. Click Tools > Document Settings. In the Document Settings dialog box, click the
Modeling tab. Notice that the Adaptively Used in Assembly check box is selected,
indicating that the current component is being used adaptively in an assembly.

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Clearing this setting to use the component adaptively in the current assembly is
not recommended unless you fully understand the effect of this action on the part
in the assembly in which it is being used adaptively. Remember that any changes
that you make in the current assembly are reflected on the part in other
assemblies.
5. Click the Cancel button to close the dialog box without changing the settings.
6. Open Fixture_Assembly.iam. Do not close the current assembly. Notice that both
Fixture_LS and Fixture_RS are being used adaptively in the assembly.

Assuming that this assembly is complete, and that the design is considered
finished, you could clear the Adaptive setting on the parts. Although you could do
this here, you will turn Adaptivity off from the new assembly.
7. Close Fixture_Assembly.iam to return to Fixture_Assembly_254.iam.
8. Click Tools > Document Settings. On the Modeling tab, clear the Adaptively Used
in Assembly check box and click OK.

9. On the Standard toolbar, click Return to exit the part and return to the assembly.
10. In the browser, double-click Fixture_RS.
11. Click Tools > Document Settings. On the Modeling tab, clear the Adaptively Used
in Assembly check box and click OK.

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As a rule, you should not use adaptivity on components that are also used in
another assembly. Because these components are being used in another
assembly, you will make copies of the them and replace the current components
in the assembly.
12. With Fixture_RS active for editing, click File > Save Copy As and name the file
Fixture_RS_254.ipt.
13. In the browser, double-click Fixture_LS.
14. With Fixture_LS active for editing, click File > Save Copy As and name the file
Fixture_LS_254.ipt.
15. In the browser, double-click Fixture_Assembly_254.iam to return to the assembly
level.
16. In the browser, right-click Fixture_LS and click Replace Component. Double-click
Fixture_LS_254.ipt in the Open dialog box.
17. If the following dialog box appears, click No.

18. In the browser, right-click Fixture_RS and click Replace Component. Double-click
Fixture_RS_254.ipt in the Open dialog box.
19. If a dialog box appears, click No.

20. In the browser, right-click Fixture_LS_254 and click Adaptive.

21. In the browser, right-click Fixture_RS_254 and click Adaptive.

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22. On the panel bar, click the Constraint tool and apply a Mate-Flush constraint to
the Fixture_LS_254 and Fixture_Block components.

23. Click OK. The component should adapt to resolve the constraint.

24. Save and close all files.

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3.12 Exercise: Create Motion Constraints

In this exercise you use motion constraints to simulate direct and indirect motion on
components in the assembly.

Exercise Steps
1. Open RC_Motor-Trans.iam.
Most components have already been constrained using standard assembly
constraints.
2. On the panel bar, click the Constraint tool and place an Insert constraint with an
aligned solution between the Motor and Small_Gear components.

3. On the Standard toolbar, click the Look At tool and select the front face of the
Small_Gear component.

4. Line up the teeth on the gear components by rotating each component as

required.
Note: The gears represent an approximation only and may not mesh exactly.

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5. Right-click in the graphics window and click Isometric View on the shortcut menu.
6. Zoom in to the assembly.

7. On the Standard toolbar, click the Constraint tool. In the Place Constraint dialog
box, click the Motion tab. Select the cylindrical surface on the large gear first and
then select the surface on the small gear. The calculated ratio will not be correct.
Adjust the value to 5.467 and click OK.

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8. Rotate the Small_Gear component to view the motion constraint reacting on the
Large_Gear component. This is an example of simulating a direct connection
motion constraint.
In the next steps, the components do not need to be connected in order to use
motion constraints.
9. Rotate the view so that it looks like the following image.

10. Zoom in to the view. On the panel bar, click the Constraint tool. Click the Motion
tab and apply a Rotation motion constraint between the Large_Gear component
and the Drive_Axle_Joint component. Select the cylindrical surface on the
Large_Gear component first and set the ratio to 10.00.

11. Zoom away from the assembly. Drag the Large_Gear component to rotate it and
view the motion constraints reacting on the other components.
12. Save and close all files.

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3.13 Exercise: Create Transitional Constraints

In this exercise, you apply Transitional constraints to the Roller components, enabling them to
follow the cutout created in each Side_Plate component. You also drive an Angle constraint
that has already been created to simulate motion in the assembly.

Exercise Steps
1. Open Sliding Rack.iam.

2. On the panel bar, click the Constraint tool. In the Place Constraint dialog box,
click the Transitional tab. Select the cylindrical surface of the wheel, then select
the inside face of the slot.
Note: Be sure to select the Roller component first.

3. Click Apply to apply the constraint and leave the dialog box open.
4. Select the outside surface of the roller, then select the surface of the slot, as
shown in the following image. Be sure to select the Roller component first. Click
OK to apply the constraint and close the dialog box.
Note: If necessary, drag the Rack component forward to place the Roller
component inside the track, as shown in the following image. You must close the
Place Constraint dialog box to do so.

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5. Click the Roller:1 component and drag it down along the slot. The rack should
slide along the horizontal and vertical slots.

6. In the browser, expand the Rack:1 component, right-click the Angle constraint
and click Suppress on the shortcut menu. The Rack component should return to
its up position.
7. In the browser, right-click the Angle constraint and click Drive Constraint.
8. In the Drive Constraint dialog box, enter 5 in the Start field and enter 75 in the
End field. Click the Forward button to drive the constraint.

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9. Click the Reverse button to return the assembly to the start position.

10. Click Cancel to close the Drive Constraint dialog box.

11. Save and close all files.

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3.14 Exercise: Drive Constraints

In this exercise, you add an Angle constraint to the Small_Gear component. The assembly has
already been constrained with motion constraints. After adding the Angle constraint, you drive
this constraint to simulate motion and then record the motion simulation.

Exercise Steps
1. Open RC_Motor-Trans-Motion.iam.

2. On the panel bar, click the Constraint tool. In the Place Constraint dialog box,
Assembly tab, apply an Angle constraint, as shown.

3. Click OK to apply the constraint and close the dialog box.

4. In the browser, right-click the Angle constraint and click Drive Constraint on the
shortcut menu.

5. In the Drive Constraint dialog box, set the End value to 360 to drive the constraint
360 degrees. Click the Forward button to drive the constraint sequence forward.

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6. Click the Reverse button to drive the constraint in reverse.

7. Expand the Drive Constraint dialog box. Set the Increment value to 10.00 to
speed up the simulation. Set the Repetitions value to 5.0 to increase the
simulation run time. Click the Forward button to drive the constraint with the new
settings.

8. Click the Reverse button to drive the constraint in reverse.

9. Click the Record button. In the Save As dialog box, type simulation.avi for the file
name and click Save. This records the simulation and saves it as a standard AVI
file.

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10. If you are prompted to set Video Compression options, accept the default
configuration and click OK.

11. Click the Forward button to start the simulation. The sequence is played a bit
slower when recording.
12. When the recording is complete, the Drive Constraint dialog box reappears. Click
the Record button to set it to the off position
Note: Until you do this, the AVI file remains locked by the operating system and
you cannot play it.

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13. Navigate to the folder that contains your exercise file and double-click the AVI file
to launch the default media player and play the simulation.

14. Save and close all files.

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3.15 Exercise: Assembly Features

In this exercise, you create modeling features at the assembly level. You will create Revolve,
Sweep, and Fillet features. You will also learn how to remove components that are affected by
assembly features.

Exercise Steps
1. Open Handle.iam.

2. In the browser, right-click Sketch 1 and click Visibility on the menu.

3. In the browser, right-click Sketch 1 and click Find in Window on the menu.
4. On the Assembly panel bar, click the Revolve tool.
5. If it is not automatically selected, choose the closed profile of Sketch1 and use
the centerline at the top of the profile for the axis of revolution.

6. In the Revolve dialog, click OK to cut the profile a full 360 degrees and remove
material from the assembly.

The cut option is the only option available for assembly features.
7. In the browser, right-click Sketch 2 and click Visibility on the menu.
8. In the browser, right-click Sketch 3 and click Visibility on the menu.
9. In the browser, right-click Sketch 2 and click Find in Window on the menu.
10. On the assembly panel bar, click the Sweep tool.

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11. In the graphics window, select the small circular profile from Sketch 2 as the
sweep profile and select the large circular path from Sketch 3 as the sweep path
for the feature.

Only the cut option is available for assembly features.

12. In the Sweep dialog box, click OK to create the sweep feature.

13. In the browser, expand the assembly Sweep 1 feature to see the list of
components affected by the feature.
14. In the browser, right-click Handle:1 and click Remove Participant from the menu.

15. Zoom in on the Cap End occurrence. You will add assembly features to prepare
the part for an ultrasonic welding operation.
16. On the Assembly panel bar, click the Fillet tool.
17. Select the edge shown in the following image and specify a .635 mm radius fillet.

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18. In the Fillet dialog, use the Click to Add function to add another fillet edge and
select the overlapping edge to create the same fillet on the opposite part.
The previous image shows a preview with both fillet edges selected.

19. In the fillet dialog, click OK.

20. Close the file without saving changes.

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3.16 Exercise: Creating a Weldment

In this exercise you start from a newly assembled weldment and create Preparation, Weld, and
Machining features.

Exercise Steps
1. Open Weldment_Exercise.iam.

2. Right-click the WeldExer_Base component. Click Enabled. This disables the

component, making it easier to select other edges while executing preparation
tools.
3. In the browser, double-click the Preparations operational group.
4. On the Weldment Features panel bar, click Chamfer. In the Chamfer dialog box,
under Distance, enter a 2 mm chamfer feature to the upper and lower sleeve
components. Note the location of the chamfer features, shown beneath the
dialog box.

5. Rotate the view as necessary to add a 1.5 mm chamfer to the bottom outside of
the WeldExer_Guard_Plate component, as shown.

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6. In the browser, right-click the Rocker_Base component. Click Enabled.

7. In the browser, double-click the Welds operational group.
8. Rotate the view to the see the back side of the WeldExer_Base component.

9. On the Weldment Features panel bar, click Fillet Weld. For the first selection,
click on the inner face of the WeldExer_Base part and set its length in the Fillet
Weld dialog box, under Bead, to 2 mm, as shown.

10. Click the Select Faces button with a number 2 to select the second selection set.
Now click the chamfered face of the sleeve. Set its length to 2.8 mm, as shown.
Click Apply.

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11. Apply an additional weld to the other chamfered sleeve using the same
procedure as you did for the previous weld. When complete, your weldment
should look similar to the following image.

12. On the Weldment Features panel ber, click Fillet Weld. Now add a fillet weld
between the top center sleeve and the base by first selecting the flat face of the
base. Set the lengths for this weld to be an equal 2 mm by entering in 2 mm in
the first field and clearing any value from the second field.

13. Click the Select Faces button with a number 2. Click the cylindrical face of the
center sleeve part (WeldExer_Sleeve).

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14. Select the Create Welding Symbol check box to show the Fillet Weld dialog box.
Under Fillet Weld Linking, select Current Bead, as shown. Click Apply.
Note: This option is shown checked in the previous steps image.

15. Add another weld bead to the other side using the same procedure and values.
The welds around the top center sleeve should look similar to what is shown.

16. Rotate and zoom the view to see both the prepared end of the Guard_Plate and
the flat face of the base part.

17. On the Weldment Features panel bar, click Groove Weld. Click on both the fillet
and flat face of the base part, just below Guard_Plate, as shown.

18. In the Groove Weld dialog box, under Face Set 2, click the Select Faces button.
Click the chamfered face on the Guard_Part, as shown.

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19. Under Fill Direction, click the Arrow button. Click the vertical edge of the
Guard_Plate part to fill the groove weld in that linear direction.

20. Click OK to create the weld. It should look similar to what is shown.

21. On the Weldment Features panel bar, click End Fill. Click on each end of the
groove welds. Reminder: This task assists with the drawing view representation.

22. On the Weldment Features panel bar, click Welding Symbol. Select one of the
two first welds. After selecting the weld, click OK in the Welding Symbol dialog
box to create the weld symbol.

23. In the browser under the Welds, expand the Beads folder and Welding Symbol 3.
Then drag and drop the fillet weld not yet a part of a weld symbol group from the
Beads folder to the Welding Symbol 3 group.

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Reminder: Weld beads NOT associated with a weld symbol group display a
different icon than welds that are associated with a group. Icons for non-
associated welds are a different color and do not show a weld symbol.

24. In the browser, double-click the Machining operational group.

25. Viewing the weldment in an isometric direction, add two hole features using the
Hole tool (on the Weldment Features panel bar, click Hole). In the Hole dialog
box, place the holes concentric to the sleeves with a 10 mm diameter hole for the
center sleeve and an 8 mm hole for the other sleeve. Click Apply.

26. On the Standard toolbar, click Return to exit the Machining operational group.
27. Save and close all files.

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3.17 Exercise: Assembly Centric Bill of

Materials
In this exercise you change the BOM Structure property of a subassembly, change iProperty
values, and create a new part as a Purchased part with a custom unit quantity. When
complete. you will be able to manipulate a BOM.

Exercise Steps
1. Open Front_Fork_Assembly.iam.

2. On the assembly file menu, click Tools > Bill of Materials to open the Bill of
Materials dialog box.

3. Click to expand the structure for the two subassemblies. Review the different
BOM Structure properties. The fourth component in the first subassembly shows
that it is a Purchased item. The first component of the second subassembly
(Front_Fork_Tube+Strut) is an Inseparable assembly.

4. The Front_Fork_Tube+Strut subassembly was only created to simplify modeling

of the assembly and should not appear as a subassembly in the BOM. Change
the BOM Structure property of Front_Fork_Tube+Strut from Normal to Phantom
by clicking the down arrow and selecting Phantom from the list.

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Notice the change in the list of items and their associated icons. The
Front_Fork_Tube+Strut subassembly is no longer visible, and its components
have been elevated one level.

5. Click the Parts only View Options button and select Enable Parts Only BOM View
from the list.

Click the Parts Only tab to view the structure of the BOM with all of the parts
promoted from their subassemblies.

6. Click the Structured tab. Click the Description field for Item 1 (Crown_Assembly)
and enter Strut Crown and Steering Stem. Click Done.

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7. In the browser, right-click Crown_Assembly:1. Click Properties. In the Properties

dialog box, click the Project tab to view the Description that you entered in the Bill
of Materials dialog box. Remove the word Strut from the description. It should
now appear as shown. Click OK.

8. You need to add the approximate amount of oil used in the assembly process to
the overall BOM. On the Assembly panel bar, click Create Component. In the
Create-In-Place Component dialog box, click the Virtual Component check box
and change the Default BOM Structure to Purchased. In the New Component
Name field, enter Assembly Oil.Click OK.

9. In the browser, right-click the component Assembly Oil. Click Component

Settings.

10. In the Assembly Oil Component Settings dialog box, click the Edit Parameters
button at the right of the Base Quantity value to open the Parameters dialog box.

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11. In the Parameters dialog box, click the Add button. Enter VolumeUsed in the
Parameter Name field for the new user parameter. Click the mm Unit and change
it to the volume measurement of Liter. Change the equation to 0.001. Click Done.

12. In the Assembly Oil Component Settings dialog box, click the down arrow under
Base Quantity. Click Volume Used under User Parameters. Click OK to close the
drop down window. Click OK to close the Assembly Oil Component Settings
dialog box.

13. On the assembly file menu, click Tools > Bill of Materials to display the BOM data
again. Review the change to the Description for line item 1 and the new item 5.
Click Done.

14. Save and close all files.

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3.18 Exercise: Assembly Analysis

In this exercise, you use the concepts and techniques learned in this lesson to perform an
interference analysis on an assembly. You use the Analyze Faces tool to analyze faces on a
part file and complete the exercise by using the Find tool to find various files .

Exercise Steps
1. Open Hyd-Reservoir-Assembly.iam.

2. On the Tools menu, click Analyze Interference and select the four screws in the
graphic window for Set #1.

3. In the Analyze Interference dialog box, click the Define Set #2 button and in the
browser select the components as shown in the following image.

4. Click ok to run the interference analysis. The result should return 12

interferences as shown in the following image.

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Click OK to close the Interference Detected dialog box.

5. Use the Find tool to locate components in the assembly that meet specific
criteria.
6. On the keyboard, press CTRL+F and in the Find Assembly Components dialog
box, adjust the Property, Condition, and Value fields as indicated. Click Add to
list.
 Property: Company
 Condition: is (exactly)
 Value: ACME-Hardware

7. In the Find Assembly Components dialog box, click Find Now. All components
matching the criteria are selected and highlighted in the browser. For larger
assemblies, this can be a useful tool for finding components in the assembly.

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8. Save and close all files.

9. Open Plastic-Housing-Analysis.ipt.

10. On the Tools menu, click Analyze Face. In the Analyze Faces dialog box, in the
Style area,click the Zebra Stripes button, then click the selection button and
choose the Faces option. Select the two faces identified in the following image
and click OK.

11. Rotate the view to see the zebra stripes on the selected faces.
12. On the Tools menu, click Analyze Faces.
In the Analyze Faces dialog box click the Draft Analysis button then select New
to create a new selection set.
Select the Faces option then click the Selection button and select the faces
identified in the following image.
Click the Pull selection button and select the inside face of the hole boss in the
image following.
Click OK to view the results of the analysis.

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13. The red color on the selected faces indicates a 0-degree face draft.

14. On the Panel Bar, click the Face Draft tool and create a 3.0-degree face draft on
the selected faces as shown. Use the inside face of the hole boss to define the
Pull Direction.

15. On the Tools menu, click Analyze Faces. In the Analyze Faces dialog box the
Draft1 selection set should be active. Click Apply to analyze the same faces.

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16. Click OK to close the dialog box. Note the green color applied to the faces
indicating an acceptable face draft on the selected faces.
17. Save and close all files.

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3.19 Challenge Exercise

In this exercise, you use the techniques and concepts that you learned in this chapter to
complete the assembly.

Exercise Steps
1. Open 0208-06P.ipt.
Create a composite iMate using an Insert constraint and a Mate Axis constraint.
Name the composite iMate CoverMount, as shown in the following image.

2. Save and close 0208-06P.ipt.

3. Open Assembly-Modeling-Challenge.iam.

4. Place an occurrence of 0208-06P.ipt and assemble constrain it based on the

composite iMate.

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5. Using the Content Center, locate and place a DIN 7984, M5 x 14 socket head
bolt.

Note: If you have the option Use iMate selected for use with the Place
Components tool, the bolt is automatically assembled to an undesired location.
Locate the component in the browser and delete the constraints that were
applied so you can constrain it to a different location.
6. Using an Insert constraint, constrain the bolt to the hole indicated in the following
image.

7. Change the color of the bolt to black. Create an associate component pattern for
the bolt. Use the hole feature pattern in the cover as the associative feature
pattern.

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8. Create a new design view representation called Internal Components Only. Hide
the 0208-00P:1, 0208-06P:1, and Component Pattern:1 occurrences.

9. In the Options dialog box, on the Assembly tab, select the Activate Contact
Solver check box.

10. Expand the 0802-03P:1 component. Right-click the DriveThis constraint. Click
Drive Constraint. Use the default settings in the Drive Constraint dialog box to
drive the constraint.

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11. Create a new design view representation called Transparent Cover. Change the
color of the cover component to Blue(Clear). Lock the design view
representation.

12. Save and close all files.

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AUTODESK INVENTOR PROFESSIONAL TRAINING

INTERMEDIATE LEVEL

4: Complex Drawing Views

4.1 Exercise: Overlay Views...................................................................................... 2

4.2 Exercise: Drawing Views of Surfaces .................................................................. 4
4.3 Exercise: Documenting Weldments..................................................................... 5
4.4 Exercise: Adjust Drawing View Options............................................................. 10
4.5 Exercise: Dimension Drawing Views ................................................................. 15
4.6 Exercise: Create and Use Sketched Symbols ................................................... 18
4.7 Exercise: Hole and Thread Notes...................................................................... 19
4.8 Exercise: Parts List ........................................................................................... 21
4.9 Exercise: Adding Revision Tables and Tags ..................................................... 25
4.10 Challenge Exercise ......................................................................................... 28

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4.1 Exercise: Overlay Views

In this exercise, you create overlay views on an existing view, make a change to one of the
overlay views, and add dimensions from the parent view to overlay view geometry.
Exercise Steps
1. Open Overlay_Views.idw.

2. On the Drawing Views panel bar, click the Overlay tool and select the drawing
view of the assembly.
3. In the Overlay View dialog box, under Positional Representation, select Full
Extended-Up. Under Design View, select Section 2+3, as shown.

4. Click OK.
5. On the Drawing View panel bar, click Overlay. Click the drawing view. This time,
in the Overlay View dialog box, under Positional Representation, select Full
Extended-Out. Notice that the positional representation you previously selected
is no longer available for this view.

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6. Click OK.
7. On the Drawing Views panel bar, click Projected View. Create a right side view of
the assembly. Notice that no overlay views were created in the right side view.

8. On the right side view create an overlay view using the positional representation
Full Extended-Down and default values for all other options.

9. In the browser or on the drawing sheet, right-click the right side view. Click Edit
View. In the Drawing View dialog box, under Style, clear Style from Base and
click Hidden Line Removed. Click OK.
10. Right-click Full Extended-Down:OverlayViews.iam in the browser under
VIEW2:OverlayViews.iam. Click Edit View.

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11. In the Overlay View dialog box, under Style, click Shaded Render. The right side
view should now appear as shown.

12. On the Drawing Annotation panel bar, click General Dimension. On the front
view, use the General Dimension tool to add one dimension from the pivot hole
on the bottom plate to the top hole on the Full Extended-Up overlay view. Add
another dimension from the bottom plate to the outer hole on the Full Extended-
Out overlay view.

13. Save and close all files.

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4.2 Exercise: Documenting Weldments

In this exercise, you create multiple drawing views to represent each operational group in the
weldment assembly file.
Exercise Steps
1. Open Weldment_Exercise(complete).iam.

2. Open Weldment_Exercise(complete).idw.

3. On the panel bar, click Base View.

4. In the Drawing View dialog box, Component tab, select Assembly from the
Weldment list. Set other options in the dialog box as shown in the following
image. Enter Assembly in the Label field. Select the Visible check box.

5. Position the view as shown in the following image.

6. On the panel bar, click Projected View and create a projected view positioned
below the Assembly base view.

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7. On the panel bar, click Base View and create a base view to the right of the
Assembly view. Select Preparations from the Weldment list. Enter Preparations
in the Label field. Select the Visible check box. Select the Hidden Line style.

8. On the panel bar, click Projected View and create a projected view positioned
below the Preparations base view.

9. Zoom in to the projected Preparations view and note the appearance of the
chamfer features in the Preparations operation group.

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10. On the panel bar, click Base View and create a base view to the right of the
Preparations view. Select Welds from the Weldment list. Enter Welds in the
Label field. Select the Visible check box.

11. On the panel bar, click Projected View and create a projected view positioned
below the Welds base view.

12. Right-click in the projected Welds view and click Get Model Annotations > Get
Weld Annotations.

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Note the appearance of the weld annotations. Now right-click in the projected
Welds view and click Get Model Annotations > Get Welding Symbols.

13. Review the weld annotation and symbols that were just displayed. If necessary,
click and drag the weld symbols to more appropriate locations.

14. On the panel bar, click Base View and create a base view to the right of the
Welds view. Select Machining from the Weldment list. Enter Machining in the
Label field. Select the Visible check box. Select the Hidden Line style.

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15. On the panel bar, click Projected View and create a projected view positioned
below the Machining base view.

The following image shows the completed weldment operational groups

displayed in the drawing.

16. Save and close all files.

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4.3 Exercise: Adjust Drawing View Options

In this exercise, you use the options in the Drawing View dialog box to control the appearance
of drawing views.
Exercise Steps
1. Open Drawing-View-Options.idw.

2. On the panel bar, click the Base View tool.

 In the Drawing View dialog box, click the Browse button and select Hyd-
Housing.ipt.
 Enter 2 in the Scale field.
 Click the Options tab and select the All Model Dimensions check box.
 Click in the sheet to position the view as shown.

3. The model dimensions are automatically retrieved. Click and drag on the
dimension to reposition them as shown.

4. On the panel bar, click the Projected View tool and create a projected view as
shown.

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5. On the panel bar, click the Projected View tool and project an isometric view from
the view that you just created.

6. Right-click in the view and click Edit View on the shortcut menu. In the Drawing
View dialog box, click the Options tab and select the Foreshortened check box.
Click OK.

7. Zoom in to the isometric view and notice how the tangent edges have been
shortened.

8. On the panel bar, click the Section View tool and create a section view as shown.

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9. Right-click in the section view and click Edit View. In the Drawing View dialog
box, click the Options tab and clear the Hatching and Definition in Base View
check boxes.

Notice that the hatching has been removed, and that the section line and
annotation no longer appear in the parent view.

10. Edit the section view and turn the Hatching and Definition in Base View options
back on.
11. On the panel bar, click the Base View tool.
 In the Drawing View dialog box, click the Browse button and select Hyd-
Reservoir.iam (chapter 3).
 Enter 2 in the Scale field.
 Select Bottom from the Orientation list.
 Select the Hidden line style option.
 Click the Options tab and select the Thread Features check box.
 Click in the sheet to create the view.

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12. Zoom in to the view to see the thread feature representations.

13. On the panel bar, click the Base View tool.

 In the Drawing View dialog box, click the Browse button and select Hyd-
Reservoir.ipn.
 Enter 1.5 in the Scale field.
 Select Iso Top Right from the Orientation list.
 Select the Shaded line style option.
 Click to position the view on the sheet.

14. Right-click in the presentation view and click Edit View. In the Drawing View
dialog box, click the Options tab and clear the Show Trails check box. Click OK.

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15. Zoom in to the presentation view and notice that the trails are no longer visible.

16. Save and close all files.

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4.4 Exercise: Dimension Drawing Views

In this exercise, you create baseline and ordinate dimensions. You then edit the dimensions by
adding members to the sets and changing the origin location.
Exercise Steps
1. Open Dimension-Shaft.idw.

2. Zoom in to the top left view.

3. On the Drawing Annotation panel bar, click the Baseline Dimension Set tool and
select the geometry by using a window selection from left to right.

4. Right-click in the graphics window and click Continue on the shortcut menu. Click
to position the dimension set.
5. Press ESC.
6. Right-click one of the dimension values and click Add Member.

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7. Select the point on the slot as shown.

8. Verify that the dimension to the slot was added.

9. Right-click each dimension extension line leading to the three points indicated in
the following image and click Delete Member.

10. Right-click any dimension value and click Arrange. The dimensions are
rearranged to a uniform offset distance from each other.

11. Open Dimension-Flat-Pattern.idw.

12. Zoom in to the flat pattern view in the lower left corner of the sheet.

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13. On the Drawing Annotation panel bar, click the Ordinate Dimension Set tool.
Select the top left corner of the flat pattern, then click to position the dimension
as shown.

14. Continue selecting points as indicated by the dimensions in the following image.

15. Select the center point of each hole and slot. The order is not important.

16. Right-click in the graphics window and click Create.

17. On the Drawing Annotation panel bar, click the Ordinate Dimension tool. Select
the flat pattern view, then click to position the origin indicator as shown.

18. Click the same position as the origin indicator, then drag and click to position the
dimension.

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19. Select the points as indicated by the dimensions in the following image.

20. Right-click in the graphics window and click Create. Right-click, click Done.
21. Right-click a dimension value and click Hide Origin Indicator.

22. Save and close all files.

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4.5 Exercise: Hole and Thread Notes

Exercise Steps
1. Open Hole Notes.idw.

2. On the Drawing Annotation panel bar, click Hole/Thread Notes. Select then place
the hole note for each hole shown. After placing the two notes, right-click and
click Done.

3. Right-click on the hole note that starts with M6x1 - 6H. Click Edit Hole Note.
4. Position the cursor at the beginning of the note in the text edit field by clicking to
the far left of the first row.
5. Select the Tap Drill option to add the tap drill data at the beginning of the note.
6. Position the cursor at the beginning of the first line again, then click on the # icon
in the Values and Symbols category. The dialog box should now appear as
shown.

7. Click OK to have the note modified as shown.

8. Pan to the top view and use the Hole/Thread Notes tool again to add three notes
as shown. Exit the tool after placing the third note.

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9. Right-click on the hole note at the top labeled M8x1.25 - 6H. Click Edit Hole Note.
10. In the Options category of the Edit Hole Note dialog box, click Edit Quantity Note.
Select the Number of Like Holes in View (Normal) option as shown. Click OK to
accept the change in the Quantity Note dialog box.

11. Position the cursor to the left of the text <THDCD>, then click on the # icon in the
Values and Symbols category. The dialog box should now appear as shown.

12. Click OK to have the note display as shown.

13. Right-click on the middle hole note labeled 94.00 THRU. Click Edit Hole Note.
14. Delete the text THRU from the text edit area. Click OK to accept the change.
15. Save and close all files.

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4.6 Exercise: Parts List

In this exercise, you open a drawing of an assembly that contains subassemblies. You modify
the default appearance of the parts list and include additional properties then add a new parts
list to the drawing. You then modify the parts list to display the Stock Number for a couple parts
in the Part Number column and change it so a custom property for those parts can display in
the QTY column.
Exercise Steps
1. Open Shrink_Wrap_Machine-45.idw.

2. In the browser, double-click Sheet:2 to activate the sheet.

3. Click Format > Styles Editor. Expand the Parts List node and click
PartsList(ANSI). As shown in the image, click the Direction button to have the
parts list rows number from bottom to top, and change the Heading location to
the bottom. Click the Column Chooser button to display the Parts List Column
Chooser dialog box.

4. Select the COMPANY property. Click the Add button to add it to the Selected
Properties list. Click OK.

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5. In the Styles and Standards Editor dialog box, under Default Columns Settings,
replace the column heading name for the property COMPANY with the text
VENDOR, as shown.

6. Click Save. Click Done.

7. On the Drawing Annotation panel bar, click Parts List.
8. With the Parts List dialog box displayed, select the isometric view. Click OK in
the dialog box to accept the default settings. Place the parts list to the left of the
title block, as shown.

9. Zoom in to the parts list to view the company values and to note that the title is
now VENDOR. Also note that the initial list does not contain any parts other than
the Shrink_Wrap_Base-45 component. This is because the parts list is showing
only first-level parts in the assembly. All of the the other items are
subassemblies.

10. Right-click the parts list. Click Edit Parts List.

11. At this time, take note of the QTY and PART NUMBER values for items 5 and
6. These values will change after the next few steps. Right-click the PART
NUMBER column heading. Click Format Column.

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12. In the Format Column: PART NUMBER dialog box, on the Substitution tab, click
Enable Value Substitution. Select Browse Properties from the list.

13. In the Parts List Column Chooser dialog box, scroll down and double-click
STOCK NUMBER in the Availble Properties list. Click OK button on the Format
Column: PART NUMBER dialog box. The part numbers for items 5 and 6 should
now be PI-100402.

14. Right-click the QTY column header. Click Format Column.

15. In the Format Column: QTY dialog box, on the Substitution tab, click Enable
Value Substitution. Select Browse Properties from the list to display the Parts List
Column Chooser dialog box.

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16. In the Parts List Column Chooser dialog box, click New Property to display the
Define New Property dialog box. Click on the line <<Click here to add new
property>> and type in the name CutLength. CutLength is an existing custom
property that exists in some of the parts.

17. Click OK on the Define New Property dialog box after adding this new property.
Click OK on the Parts List Column Chooser dialog box to set it as a column.
18. Change the options on the Format Column: QTY Substitution tab, as shown.
When rows are merged, the value used is Sum of Values, Apply Units
Formatting, Units = mm, Display Unit Type. Click OK.

19. The parts list should appear as shown. Notice that in items 5 and 6, QTY shows
the total linear length used of that stock number material.

20. Right-click the QTY column header. Click Column Width. Change the width to 20.
Click OK. Now change the VENDOR column to 50 using the same procedure.
21. Click OK in the Edit Parts List dialog box.

22. Save and close all files.

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4.7 Exercise: Adding Revision Tables and Tags

In this exercise, you add a revision table and tags to your drawing. You edit the table format
and tag symbols and enter the correct values in the description and zone areas of the table.
Exercise Steps
1. Open Revision-Tables-Tags.idw.

2. On the Drawing Annotation panel bar, click the Revision Table tool. Place the
revision table in the lower-left corner of the sheet.

3. Double-click the Zone cell in the first row. Change the text to B4 in the Format
Text dialog box. Click OK.

4. On the Drawing Annotation panel bar, click the Revision Tag tool. Place the tag
as shown. Right-click. Click Continue.

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5. Right-click. Click Done

6. Double-click the Description cell in the table. Change its value to Thread Spec.
Changed. Click OK.
Double-click the Date cell. Enter the date 7/06/2015. Click OK.
Click and drag the table cell lines to resize the table to maintain a single-line
height for the rows.

7. Right-click the table. Click Edit.

8. In the Edit Revision Table dialog box
 Click the Bottom Title Position button.
 Click the Outside Line Weight button. Select 0.50 mm from the list.
 Click the Inside Line Weight button. Select 0.35 mm from the list.
 Click the Octagonal tag shape.
 Click OK.

9. Check to see that the first revision tag you placed has been updated to the new
shape.
10. Right-click the table. Click Add Row.
11. Make the following changes to the revision table:
Double-click the Zone cell in the second row. Enter C3 in the Format Text dialog
box. Click OK.
Double-click the Description cell in the second row. Enter Hole Size Changed.
Click OK.
Reposition the table to the lower-left corner of the border.

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12. On the Drawing Annotation panel bar, click the Revision Tag tool. Place a tag on
the hole as shown. Notice that the tag uses the new symbol shape and is
incremented automatically. Right-click. Click Continue.

13. Right-click. Click Done.

14. In the revision table, double-click each revision cell. Change the values as
shown.

15. Check the revision tags to confirm that they contain the new revision values.

16. Save and close all files.

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4.8 Challenge Exercise

In this exercise, you use the concepts and tools covered in this lesson to document assembly
drawings.
Exercise Steps
1. Open Challenge-Reservoir.idw.

2. Place a parts list and balloons on Sheet:1. Edit the isometric view to display
foreshortened tangent lines and to display trails.

3. Activate Sheet:2 and place baseline dimensions and hole notes with hole
quantities. Edit the isometric view to display foreshortened tangent lines.

4. Activate Sheet:3 and place ordinate dimensions on the top view. Simulate a
revision by adding a revision table and tag, then edit the values in the revision
table Description and Zone cells accordingly.

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AUTODESK INVENTOR PROFESSIONAL TRAINING

INTERMEDIATE LEVEL

5: Design Presentation

5.1 Exercise: Using Colors, Texture Mapping, and Shadows .................................... 2

5.2 Exercise: Rendering with Inventor Studio ............................................................ 7
5.3 Exercise: Animation with Inventor Studio ............................................................ 9

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5.1 Exercise: Using Colors, Texture Mapping,

and Shadows
In this exercise, you open an assembly file and change part colors associated with one of the
parts. You also create a new material for the part and experiment texture mapping and
shadows.
Exercise Steps
1. Open Robot-Assembly.iam.

2. Zoom in to the robot-finger component as shown and double-click the component

to activate it for editing.

3. On the Format menu click Styles Editor.

 In the Styles and Standards dialog box, expand the Materials style group
and select the Default material.
 Click New.
 Enter 718SPF Nickel in the New Style Name dialog box and click OK.
 Enter the material properties, as shown.
 Select Nickel (Bright) in the Color Style list.
 Click Save.

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4. Double-click the new material in the list to activate it then click Done.

5. On the Standard toolbar, click Save. Then click Return to exit the part.
6. Notice that the part color did not change. This is because it is being overridden at
the assembly level by an assembly-level color style. With the part no longer
activated, select the component in the graphics window. On the Standard toolbar,
select As Material from the Styles list.

7. Repeat the process for the opposite component. Your assembly should look
similar to the following image.

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8. Next, you apply a knurled surface to the face of the part. Double-click the same
component to edit in the context of the assembly.
9. On the Format menu click Styles Editor.
 In the Styles and Standards Editor dialog box, expand the Color Styles
group.
 Select Chrome, then click New.
 In the New Style Name dialog box, enter Knurled-Chrome and click OK.
10. In the Texture area, click Choose, then select the Knurl_1 pattern in the Texture
Chooser dialog box and click OK
11. Adjust the % Scale slider to 200, then click Save. Click Done.

12. Right-click the inside face of the component and click Properties on the shortcut
menu.

13. In the Face Properties dialog box, select Knurled-Chrome from the Face Color
Style list, then click OK.

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14. On the Standard toolbar, click Return to exit the part and return to the assembly.
15. On the Tools menu click Application Options. In the Options dialog box click the
Colors tab, then select the Millennium color scheme. Select Background Image
on the Background Image list, then click the Browse button and double-click the
millennium 2.bmp file. Click OK to close the dialog box.

Your graphics window should appear similar to the following image.

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16. On the Standard toolbar, click the Perspective View button, then click the X-Ray
Ground Shadow button. Your graphics window should appear similar to the
following image.

17. Save and close all files.

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5.2 Exercise: Rendering with Inventor Studio

In this exercise, you select different rendering styles to create and save a rendered image.
Exercise Steps
1. Open Inventor Studio.iam.

2. Click Applications > Inventor Studio.

3. On the Inventor Studio panel bar, click Render Image.
4. In the Render Image dialog box, leave the settings on the General tab set to the
default values (shown below). Click Render.
 640 x 480 for Width and Height
 (Current View) for Camera
 (Current Lighting) for Lighting Style
 (Current Background) for Scene Style
5. After calculation is finished, the rendered image in the Render Output window
appears as shown. Close the Render Output window to return to the Render
Image dialog box.

6. On the General tab, Lighting Style list, select Display to make this style the active
lighting style.

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7. Click Render. The Render Output image now appears as shown.

8. Close the Render Output window to return to the Render Image dialog box. On
the General tab, Scene Style list, select YZ Reflective GP.

9. Click Render. The Render Output image now appears as shown.

10. In the Render Output dialog box, click Save Rendered Image to save this image.
11. In the Save dialog box, type 5-Axis_Robot for the file name and select PNG
Image File (*.png) as the file type. Click Save.
12. Close the Render Output window. In the Render Image dialog box, click Close.
13. Close the assembly file.

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5.3 Exercise: Animation with Inventor Studio

In this exercise, you review an existing animation using different settings and create a
rendered animation.
Exercise Steps
1. Open Inventor Studio.iam.

2. Click Applications > Inventor Studio.

3. On the Inventor Studio panel bar click Animation Timeline.
4. In the Animation Timeline dialog box, select Animate Camera from the camera
list. Click Play Animation to view the animation.

5. After viewing the animation, click Go To Start to reset the animation to its starting
position.
6. Select MobileCam-01 from the camera list and click Play Animation again.
7. Click Go To Start to reset the animation again.
8. On the Inventor Studio panel bar click Render Animation.
9. In the Render Animation dialog box, General tab, specify resolution, camera, and
styles as follows:
 640 x 480
 Animate Camera
 General Light
 (Current Background)

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10. On the Output tab, set the file name, animation range, and frame rate as follows:
 Click File Path, and in the Save dialog box, type Robot for the file name
 In the Time Range category click Specified Time range, type 15 for the
end of the range
 Select 3 for the Frame Rate
 Select the Launch Player check box

Note: Depending on your computers performance, rendering this animation will

take 2 minutes or more.
11. In the Render Animation dialog box, click Render.
12. In the Video Compression dialog box, click OK. If you would like to create a
smaller animation file, select a video compressor from the list.
13. After viewing the animation, close the player.
14. In the Render Output dialog box, click Close. In the Render Animation dialog box,
click Close.
15. If time permits, create additional rendered animation files after changing one or
more setting values. You may want to try these variations:
 Use MobileCam-01 for the camera
 Set the Lighting Style to Display
 Select a scene like YZ Ground Plane or YZ Reflective GP
 Render the entire 30 seconds
 Make the animation smoother by increasing frame rate to a value closer
to 15
Note: With each of these changes, the total time required to render the animation
increases.
16. Close the assembly file.

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