Basic Concepts R30
Basic Concepts R30
TABLE OF CONTENTS
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Manual Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Launching 3DEXPERIENCE with My3DE app . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Assembly Design Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Part Design Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Pull-down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Bottom Toolbar in Part Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Working with Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Types of documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Model Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Creating a new document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Opening an existing document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Saving a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Closing a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Creating a new model from an existing model . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Save Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Solutions and Workbenches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Tools Customize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Start Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
User Workbenches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Tools Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
General - General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
General - PCS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
General - Display - Tree Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
General - Display - Tree Manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
General - Display - Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
General - Display - Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
General - Display - Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
General - Parameters and Measure - Knowledge . . . . . . . . . . . . . . . . . . . . . 61
General - Parameters and Measure - Units . . . . . . . . . . . . . . . . . . . . . . . . . 61
Manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Three button mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Two button mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
SpaceBall or SpaceMouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Compass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
View Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Using the View Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Pan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Rotate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Zoom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Normal View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Standard Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Shading Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Hide/Show . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Specification Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Manipulating the Specification Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Product Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Part Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Define In Work Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Reorder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Undo/Redo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Applying Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Axis Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Measurements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Measure Between . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Measure Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Measure Inertia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Introduction
CATIA Version 5 Basic Concepts
Upon completion of this course the student should have a full understanding of the
following topics:
- Tools, Options
- Tools, Customize
- Manipulation
- View Toolbar
- Specification Tree
- Modifying properties
- Searching
- Measuring
Model Management
This section will discuss how to manage your models including creating, opening, closing
and saving.
Select New. A New window appears. This allows you to create a new document. The
document that will be created depends on the selection you make, either an analysis,
drawing, part, product or other. There are many different types of documents that you can
create in CATIA. You can also use the New icon in the bottom toolbar or Ctrl+N to create a
new document.
Select Part.
Select OK. This will create a new part. Depending on your settings, you might get a New
Part which will allow you to give the part a name.
Select the Open icon in the bottom toolbar. This allows you to open an existing
document. A File Selection window should appear. You can also use pull down menu File,
Open or the Ctrl+O to open an existing document.
Find the document that you want to open and select it. You can either open a document
by selecting it and then selecting Open or you can just double-click on the file and it will
automatically open.
If you want to save a document with a different name, you have to use the Save As option in
the pull-down menu File.
Select Save As. A Save As window should appear. You will need to specify which folder
you want to save the document into and the name of the document.
Choose the file location and then enter the file name in the File name box.
Select the Save button. Alternatively, you may press Enter. The document should save
with the new name.
Select Close. If the document has already been saved and has not been modified, CATIA
will close the current document. If the document has been modified and not saved, CATIA
will open the Close window.
If you want to save the changes then press Yes. If the document has previously been saved,
it will be saved again under the same name; otherwise, the Save As window will appear. If
you do not want to save the changes, press No. To return to the document rather than
closing it, select the Cancel button.
Select Save As. A Save As window should appear. You will need to specify which folder
you want to save the document into and the name of the document. To save the document
as a completely new model so it is no longer linked to the original, you will need to use the
Save as new document at the bottom of the screen.
Select the File pull down menu and select New from. A file selection menu appears.
Select the document that you wish to open and select Open. The document is opened
and depending on your settings, you might get the New Part window allowing you to
specify a name. The document has actually already been assigned a new UUID.
Select File, Save. The Save As window appears. You would generally expect the model to
be saved automatically since you didn’t change anything. However, since we used the New
from option, the UUID of the document has been changed, so you must save it in a different
location with a different name.
Select pull down menu File, Save Management. The Save Management window appears.
Notice that the assembly and all of the parts that are in it appear in the window.
Action Specifies the action that will take place when you select OK.
Some common actions are Save and Save Auto. Save - the
document is saved with the current Name in the current
Location. Save Auto - occurs when a higher level assembly is
saved. The modified components of that assembly are tagged
with Save Auto and will be saved with the current Name and
in the current Location.
Propagate directory The directory that the higher level assembly is saved in is
propagated to all of the components
Reset Resets all items to their original state before any changes were
made
Enable independent saves Allows you to save items individually, without the Save Auto
action occurring
Select on Assembly and select the Save As button. This will bring up the Save As
window.
Save the model on the desktop in a folder called Save Management. This will return
you to the Save Management window. Notice that the Assembly automatically gets tagged
with a Save. If you said OK at this point, only the assembly would be saved, without all of
the parts.
Select the Propagate directory button. Notice that all of the parts will now be saved in the
Save Management folder on the desktop. It is a good idea to save assemblies with all of
their parts in order to make it easier to manage the links between the assembly and all of the
parts.
Select OK. The assembly and all of its parts are saved in the Save Management folder on
the desktop.
Manipulation
The following are actions that can be performed using the mouse when trying to view your
parts or sketches.
Pan Select and hold the middle mouse button and you can move
your display around by moving the mouse
Rotate Select and hold the middle mouse button and then select and
hold either the first or third mouse buttons and you can rotate
the display around by moving the mouse. You should see a
rotational ball appear for reference. Both buttons will be held
down simultaneously.
Zoom Select and hold the middle mouse button and then select and
release either the first or third mouse buttons and you can
zoom in or out by moving the mouse up or down. Only the
middle mouse button will be held down.
Rotate and Zoom While on an geometrical entity you can press and hold the
Shift key and then press the middle mouse button to perform a
rotation and zoom using a view point control.
Pan While holding down the Alt key, select and hold the right
mouse button
Rotate While holding down the Alt key, select and hold the right
mouse button and then either select and hold the left mouse
button or the Ctrl key.
Zoom While holding down the Ctrl and Alt keys, select and hold the
right mouse button
SpaceBall or SpaceMouse
They can be used to pan, rotate and zoom as long as the correct driver is installed.
Rotate around the vertical Press and hold the Shift key and select the left or right arrow
Rotate around the horizontal Press and hold the Shift key and select the up or down arrow
Rotate around the normal Press and hold the Ctrl and Shift keys and select the left or
right arrow
Zoom In Press and hold the Ctrl key and select the Page Up key
Zoom Out Press and hold the Ctrl key and select the Page Down key
Switch to the Assembly Design workbench if you are not already there. Remember,
you can do this by selecting the Start pull down menu and then selecting Assembly Design
from your favorites or from the Mechanical Design solution.
Rotate and zoom the model as shown. You may want to adjust the center of rotation by
using the middle mouse button so that it will be easier to zoom and rotate the model as
shown.
Manipulating with the mouse is very important within CATIA V5. You will want to
practice this until you have it mastered.
You can select on and drag the line and arc segments of the compass in order to translate
and rotate the model respectively. You may also select and drag the vertex on the top of the
compass to manipulate the model around.
Select and hold the red dot in the middle of the compass with the first mouse button.
Drag the compass and drop it onto the face as shown.
The compass should snap to the face and turn green. When the compass is green, that
means that it is attached to whatever is selected.
Select out in space. The compass turns white. It is no longer attached to anything.
Select the same face that the compass is sitting on. It should turn green again.
Select the arc as shown and drag the compass to rotate the Upper Arm around as
shown.
Move the compass around and notice that the Upper Fastener moves with the
compass.
Select the face on the Upper Arm that you had previously selected. Hold down the Ctrl
key and select the face on the Upper Fastener that you had previously selected.
Move the compass around. Notice that both of the parts move with the compass now.
Select the red dot in the center of the compass and drag and drop it into its location in
the upper right hand corner of the display. Notice that the compass maintains the same
orientation and is labeled u, v, w instead of x, y, z. This is because the compass is still in
the local coordinates of the parts that you just moved.
The compass will switch back to the global coordinates of the assembly.
The compass makes it very easy to manipulate individual parts within an assembly.
Select the Update All icon in the bottom toolbar. The assembly snaps back together
since it has assembly constraints on it that specify how it should be oriented.
Measurements
Being able to analyze your models is very important. It is essential that you are able to
determine if a part meets tolerance as well as where one part is located in relation to another.
There are several methods that will be investigated for analyzing your models.
Measure Between
The measure between option allows you to measure the distance between any two elements.
This option can be used for a variety of element types.
Select the Measure Between icon from the bottom toolbar. The Measure
Between window appears.
There are a number of different measurement options available under the measure between
icon.
Definition
Sets the second selection as the first selection for the next measure
Fixes the first selection so that you always measure from this item
Any geometry, infinite This is the same as Any geometry, except that it
will extend the geometry infinitely and measure
from the extension
Edge only, Surface only Measures the distance and angle between edges
and surfaces respectively
Other Axis Define what axis system you want to measure against
Calculation mode
Keep Measure This option will keep the measurement in the specification tree, as
well as on the part
Create geometry Creates corresponding geometry for the type of measurement you are
performing. An example is shown below.
Specifications
Make sure the Measure Between option in the window is selected and Selection 1
mode and Selection 2 mode are set to Any geometry. With the Keep measure option
turned off, select the two edges as shown below. This will create a distance measurement
as shown in the picture.
Press and hold the first mouse button while on the measurement value and drag the
text. This will allow you to move the dimension text but not the actual dimension.
Press and hold the first mouse button while on the dimension line and drag the
dimension. This will allow you to move the dimension lines creating extension lines. You
can select anywhere along the dimension line to move it.
By dragging the dimension off of the part, it is easier to see everything. In larger assemblies
you will find this to be a necessity.
Whenever you measure your items, you can get a lot of information displayed in the Results
area. Most of the time the distance and angle are enough, however, you can show more or
less information.
You can toggle the options on and off by selecting the boxes.
Turn on the Components, Point 1 and Point 2 display options under Panel and select
Apply. You should notice that the additional information is shown in the Measure Between
window. If you turn on the Components option under 3D then the component information
would appear in the graphical workspace.
Turn off all of the display options except the Distance and Angle options under 3D and
Panel and select OK.
Select the second face as shown. The measurement respects the limits of the faces and is
actually measuring diagonally.
Notice the disappearance of the previous dimension. This is because the Keep measure
option is turned off.
Select the Keep measure option. This option will keep the measurement after it has been
created.
Create the first measurement again. This time, both measurements will remain. The
measurements will also appear in the specification tree under the Measure branch.
Select Cancel. Both of the dimensions will disappear. If you wanted to keep the
dimensions, then you would select OK.
Select the Measure Between icon again. Turn off the Keep measure option.
You are trying to get the normal distance between the two faces. However, as mentioned
earlier, it is respecting the boundaries of the planar faces. This is not exactly what you want.
With the model rotated, it is much easier to see that this is not the measurement that we
wanted.
With the model rotated, it is easy to see that you are now getting a normal measurement
between the two faces.
Select the two lines as shown below to identify the second intersection point.
The dimension appears between the two intersection points. The measurement appears with
a ~ symbol because it is an approximate measurement. Any time CATIA has to compute a
location it will consider the measurement to be an approximate.
Notice that the dimension appears between the two arcs’ center points.
Change Selection mode 1 to Coordinate. The First selection Coordinate window appears.
Change Selection mode 2 to Center of 3 points arc. You will need to specify three points
that will be used to compute an arc and then the center of that arc will be used in the
measurement.
For this measurement, you are more interested in the angle than the distance.
Select OK. The measurement disappears since you did not have Keep measure turned on.
Select the Measure Between icon again and turn on the Keep Measure option.
Select the Measure Between in Chain Mode icon from the window. This option
will allow you to measure in chain mode.
Rotate the model around and select the face as shown. Again the measurement is created
from where the previous measurement ended.
Select the Measure Between icon and select the Measure Between in Fan Mode
option from the window. This option will allow you to make all of your
measurements based off of the first selection. This option is perfect for taking measurements
from a datum.
Select the same three faces that you selected before when measuring in chain mode.
The measurements should appear as shown. Again the measurements have been moved for
clarity.
You will now create some measurements using the measure item option.