Catia V5 Knowledge Ware

Knowledgeware
Page 1
© 1997 – 2001 DASSAULT SYSTEMES

Tutorial Objectives
Description
? This Tutorial is an introduction to Generative Part Stress Analysis.
Message
? To show how CATIA V5 provides ease of use tools to capture and display
the knowledge
? To show how CATIA V5 automates design modifications using parameters,
formulas and rules
? To show how CATIA V5 can prevent design errors by using checks
Duration
? 45 minutes
Product Coverage
? Part Design, Knowledge Advisor

Page 2
Tutorial Major Steps
Here are the major steps of the tutorial:
Step 1
?Designing the rim
Step 2
?Renaming parameters
Step 3
?Assigning formulas to geometric constraints
Step 4
?Creating user parameters and formulas
Step 5
?Creating a rule and a check
Step 6
?Creating two design tables
Step 7
?Computing the inertia elements

Note: in the ..\Knowledgeware\Data\StepX directory you can find several Parts named with the 5 first
steps of this tutorial. If you have some difficulties, you can load them at the end of each step to
continue the tutorial.
IBM Product Lifecycle Management Solutions / Dassault Systemes

Page 3
Settings 1/2
Depending on your needs, you may have to modify the CATIA V5 settings (units, default
directory, visualisation parameters, etc…)
In order to use the appropriate settings for this tutorial, you have two possibilities:
1. Do the following operations (simplest one):

?BEFORE STARTING YOUR CATIA V5 SESSION:
? Copy or replace the directory ..\Knowledgeware\Data\CATSettings in:
For NT users C:\Winnt\Profiles\XXXXX\Application Data\DassaultSystemes
For Windows 2000 C:\Documents and settings\Profiles\XXXXX\Application Data\DassaultSystemes
or XP users
For Windows C:\Windows\Profiles\XXXXX\Application Data\DassaultSystemes
98 users
XXXX is the name used to log on to your computer
? Do not forget to put this folder (CATSettings) in read mode:

? Select the folder (CATSettings)
? Click mouse button 3 then click on Properties and
uncheck the Read-only Attribute
? Select all the files in the folder

? Click mouse button 3 then click on Properties and uncheck the Read-only
Attribute
2. Set them manually:

? Launch your CATIA V5 session and do the operations from page 40 onwards
Page 4
Settings 2/2
For this tutorial you also need to install a material catalogue:

? Do not do this step if you have already done it in getting started or in a previous tutorial
? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program

Files\Dassault Systemes\M07\intel_a\startup\materials\French directory

Files\Dassault Systemes\M07\intel_a\startup\materials\German directory

Files\Dassault Systemes\M07\intel_a\startup\materials\Japanese directory

Files\Dassault Systemes\M07\intel_a\startup\materials directory

? Answer Yes in order to replace the old catalogue
You are now ready to launch your CATIA V5 session
Page 5
Step 1: Designing the rim
? Opening the part

?File/Open
Wheel_Rim_start.CATPart
? Creating the outer rim portion

?Select in the specifications tree the
outer_rim sketch: sketch.1
?Click on shaft icon
?Click on OK button in the shaft
Definition panel
? Shelling the solid

?Click on shell icon
?Key in 0.25 in the Default inside
thickness field

?Select the front and back faces of
the rim
?Click on OK button
Page 6
? Creating the inner rim portion
?Click with the right mouse button

(MB3) on Inner_Rim body
? Select Define In Work Object
?Select in the specifications tree the
Inner_rim sketch: Sketch.2
?Click on the Show icon in the
bottom toolbar
?Click on shaft icon

?Select the Sketch.2
?Click on OK button

Page 7
? Trimming the Inner_rim to the Outer_rim
? MB3 click on the Inner_Rim body

in the specification tree
? Select inner_Rim object/Union
Trim
?Select the Faces to keep field in
the Trim Definition panel
? Select the planar face as shown in
the picture
?Click on OK button

Page 8
? Creating the spokes

? MB3 click on Outer_Rim body
? Select Define in Work Object
? Select sketch.3 in the specifications tree
? Click on the show icon
? Click on pocket icon
? Click on Reverse Direction button
? In the Type field choose Up to next for the
first limit
? Click on OK button
? Select Pocket.1 if not already active
? Select the circular pattern icon
(Transformations features toolbar)
?If you don’t see the icon, it means that
the corresponding toolbar is hidden due to
your display settings. To find it, drag and
drop the empty area from the bottom right
side to the centre of the 3D view. Repeat
this operation until you find the right toolbar.
To put it back, do the reverse operation

? Parameters = complete crown
? Instances = 6
? Select the Reference element field
? Select the internal face of the central
cylinder (see picture)
Page 9
CREATING BOLT HOLES

?Click on the « - » sign to reduce the
tree
? Creating the first hole
?Click on hole icon

? Select the rim planar face as
shown on the picture
? Select Up To Last in the list
? Diameter = 0.625 in
? In the Type tab, select
counterdrilled in the list
? Counterdrilled diameter = 0.75 in

Page 10
? Creating a circular pattern of holes
? Click anywhere outside the geometry

? Click the Circular Pattern icon
? Click in Object field
? Select Hole.1 in the specifications tree
? In the Parameters field select Complete
crown in the list
? Key in 5 in the Instance(s) field
? Select the Reference element field
? Select the internal face of the central
cylinder (see picture)
? Click on the « - » sign to reduce the tree
? Adding material
? Click on Apply Material icon

? In the Metal tab, select Aluminium
? Drag & Drop the Aluminium in the
specification tree on Wheel_Rim feature
? Click anywhere else to see the Material
Page 11
Step 2: Renaming parameters
? Renaming the outer rim radius
?Double-click on Sketch.1 in the

specifications tree
?MB3 click on the rim radius
dimension (8.5) as shown in the
picture
? Select Offset.39 object &
Rename parameter
? Replace the existing name with
Rim_Size_Radius in the Edit
Parameter panel
?This step is not absolutely required.

However it is much easier to
understand and reuse the
parameterisation with a parameter

called Rim_Size_Radius than with a
parameter named
Outer_Rim\Sketch.1\Offset.39\Offset
Page 12
? Renaming the outer rim width
?MB3 click on the rim width

dimension (7in) as shown in the
picture
Rename Parameter
Rim_Width in the Edit Parameter
panel
?Click on Exit workbench button to

exit the sketcher

Page 13
? Renaming the bolt radius

? Double click on Hole.1 sketch (Sketch.6)
to edit it
? Multi-select in the geometry (using Ctrl
key) Point.1 and the centre cylinder
surface (see picture)
? Click on Constraint icon
? Select any point in the geometry to place
the constraint
? Double-click on constraint value
? Key in 2.25
? MB3 click on the 2.25 constraint value
? Select Offset.27 object & Rename
parameter
Bolt_Pattern_Radius in the Edit Parameter
panel

? Select the Exit workbench icon to exit
the Sketcher
Page 14
? Renaming the pocket dimensions

?Double click on Pocket.1 sketch
(Sketch.3) to edit it
?MB3 click on the 2.953 constraint
value
Rename parameter
Pocket_Width in the Edit Parameter
panel
?Click OK
?MB3 click on the lower 0.75
constraint value
? Select Radius.5 object & Rename
Parameter
Pocket_Corner_Radius in the Edit

Parameter panel
Page 15
Step 3: Assigning Formulas to geometric constraints
? Creating formulas inside the pocket profile

? Select Radius.20 object & Edit formula
? In the Members of Parameters area select
Renamed parameters in the list
? In the Members of Renamed parameters,
double-click on Rim_Size_Radius
? Key in –1in in the input field
?This formula on the pocket radius will
insure that the edge of the pocket is always
one inch inside the outer rim radius.

(left radius)
? Select Radius.13 object & Edit formula
? In the Members of Parameters area
select Renamed parameters in the list
? In the Members of Renamed

parameters, double-click on
Pocket_Corner_Radius
Page 16
Step 3: Assigning Formulas to geometric constraints
?MB3 click on the 0.75 constraint

value (right radius)
? Select Radius.10 object & Edit
formula
? In the Members of Parameters
area select Renamed parameters in
the list
? In the Members of Renamed
parameters, double-click on
Pocket_Corner_Radius
?The two last created formulas enable
the pocket upper radii to be driven by
the bottom radius value
?Click on Exit workbench icon

Page 17
Step 4: Creating user parameters and formulas
? Creating a user parameter « Rim_Size »

? Click on Formula icon in the bottom
toolbar
? Click in the Filter Name field and select
Wheel Rim in the specifications tree
? Change Filter Type to User parameters
?With this filter active you only see in the
list the parameters added by the user with
the formula command as well as the
material property parameters.
? Select Length from the parameter type list
? Click on New Parameter of type button
?The new user parameter is displayed in
the specifications tree under the
Parameters node
? Select the first field of the Edit name or
value of the current parameter area and
change the name from Length.1 to Rim_Size
? Assign a value of: 17 in
?The 17 inch value will only be used
temporarily. We will soon create a table of
values for the Rim_Size parameter

? Select the Enter key on the keyboard
?By using the Enter key instead of the OK
button to end our input, we can stay in the
Formulas panel
Page 18
? Adding a formula
? Change Filter type to Renamed

parameters
? Select Rim_Size_Radius in the
Parameter list
? Click on Add Formula button
? Open the Parameters node in the
specification tree
? Select Rim_Size
? Key in the input field /2
?Since rim sizes are specified in terms
of diameters, this formula is needed to
drive the radius of the rim sketch
?The created formula is added in the
specifications tree under the Relations
node

Page 19
? Creating a user parameter

« Bolt_Pattern_Diameter »
? Change Filter Type to User

parameters
? Click on New Parameter of type
button
? Select the first field of the Edit
name or value of the current
parameter area and change the name
from Length.2 to
Bolt_Pattern_Diameter
? Assign a value of: 4.5 in
? Press the Enter key on the
keyboard
?This parameter drives the diameter of
the bolt holes crown

Page 20
? Adding a formula
? Change Filter type to Renamed

parameters
? Select Bolt_Pattern_Radius in the
Parameter list
? Click on Add Formula button
? Select Bolt_Pattern_Diameter
parameter in the specifications tree
? Key in the input field /2
?This formula is needed because
mounting patterns are also specified in
terms of diameters

Page 21
? Creating a user parameter « Wheel_Design »
? Change Filter Type to User parameters

? Select String from the parameter type list
? Select Multiple Values in the With list
? Click on New Parameter of type button
? Key in Design1 and press Enter key
? Select the first field of the Edit name or
value of the current parameter area and
change the name from String.1 to
Wheel_Design
? Press the Enter key on the keyboard
?This discrete parameter will drive the rim
design style

Page 22

« Number_of_Bolt_holes »
? Select Integer from the parameter

type list
? Select Single Value in the With
list
button
from Integer.1 to
Number_of_Bolt_Holes
? Assign it a value of 5
keyboard

Page 23
? Adding a formula on the bolt pattern
?Double-click on CircPattern.2 in
the tree
? Right mouse button click in the
Instance(s) field
? Select Edit formula…
? Select in the specifications tree
Number_of_Bolt_Holes parameter
?The Instance(s) field turns to grey
meaning that the value is driven by a
formula. You cannot modify its value
manually
?The formula is added in the tree
under the Relations node

Page 24

« Number_of_Spokes »
?Click on Formula icon

button
from Integer.2 to
Number_of_Spokes
? Assign it a value of 6
keyboard

Page 25
? Adding a formula on the spoke pattern
?Double-click on CircPattern.1 in
the tree
? MB3 click in the Instance(s) field
? Select Edit formula…
? Select in the tree
Number_of_Spokes parameter
?The Instance(s) field turns to grey
meaning that the value is driven by a
formula. You cannot modify manually
its value
?The formula is added in the tree
under the Relations node
? Click on OK button to close the
Circular Pattern Definition panel

Page 26
Step 5: Creating a rule and a check
? Creating a design rule

?A rule is a list of actions to be performed if a
specific condition is satisfied. Rules allow you to
automate design modifications
?The rule you are going to create will examine the
status of the Wheel_Design parameter value
(Design1, Design2 or Design3) and will modify the
shape of the pockets and the number of spokes in
the rim
? Click on the Start menu and select

Infrastructure/Knowledge Advisor to change
workbench
? Click on the Rule icon
? In the field Name of Rule, key in
Wheel_Specification
? Click on OK button to display the rule editor
? Open the Word file Wheel_Rim_Rules.txt in the
./Data directory
? Select All + Copy

? Go back to CATIA and paste everything in the rule
edition window
?This rule could also have been written using the
dictionary of parameters, keywords and functions.
Page 27
?The rule feature is now added in the specification

tree under the Relations node
?You can at any time edit this rule with a double
click on the rule feature in the tree
? Testing the rule
? In the tree, double-click twice on Rim_Size

parameter
? Change the value from 17in to 13in
? Set it back to 17in
? In the tree, double-click on the Wheel_Design

parameter
? Set it to Design2
?There are now 8 spokes of 75mm wide
? Double click on the Wheel_Design parameter

? Set it now to Design3

?There are now 20 spokes of 20mm wide
? Double click on the Wheel_Design parameter
? Set it back to Design1
Page 28
? Creating a check
?A Check is a relation to be verified in order to
inform the user of a violation. Unlike a rule, it has no
impact on parameter values. Checks allow control of
design modifications and the prevention of errors
? Click on the Start menu and select
Infrastructure/Knowledge Advisor to change
workbench
? Click on the Check icon
? Key in Valid_Hole_Pattern in the Name of Check
field
? In the check editor window key in
Inner_Hub_Radius -Bolt_Pattern_Radius >0.25in
?Instead of writing the relation, you can pick the two
parameter names directly from the Members of
Renamed parameters list
? In the Type of Check field, select Warning
?A « warning check » displays a warning panel in
case of a violation
? In the Message field, key in Hole pattern too large

comparing to hub diameter
? Click on the « + » sign of Relations in the tree
?The check is added in the specifications tree under
the Relations node
Page 29
? Testing the check
?In the tree, double-click twice on

Bolt_Pattern_Diameter parameter
? Change the current value to 5.5in
?A warning message as specified in the check
and a red light in the tree means that the check
is not fulfilled
? Click on OK button panel in the warning
panel
?In the tree, double-click on

Bolt_Pattern_Diameter parameter
? Set back the value to 4.5in

Page 30
Step 6: Creating two design tables
? Creating a rim size design table

?Design tables provide you with a means to create
and manage part or assembly families through an
Excel or Text table. Here we will use the Text file.
?There are two ways to create a design table:
from the current parameter values or from a
pre-existing file.
?The first design table you are going to create will
be created from 3 existing parameters. It will drive
the width and the diameter of the rim as well as its
material
? Click on the Design Table icon
? In the Name field key in Wheel_Sizing
? Check the option Create a design table with
current parameters values
? In the Filter Type field select Renamed
Parameters
? In the Parameters to insert list select Rim_Size
and the insert arrow
? Repeat the same for the Rim_Width parameter
? Change Filter Type to All

? In the Parameters to insert list select Material
parameter and the insert arrow
Page 31
? In the Select the pathname of the file to be

created panel select an appropriate directory to
save the Text file
? Save the Text file as Wheel_Size.txt
?Although not required, naming the Text file with
the same name as the Design Table that will be
created in the part facilitates design understanding
? Click on Save button
?Notice that the table already contains the current
values for Rim_Size, Rim_Width and material
parameters
? Click on Edit table button to edit the Text file
?You are going to add 9 configurations of Rim_Size
, Rim_Width and material parameters
? Modify the Text sheet in order to get the table as
shown in the picture
?BE CAREFUL : You have to type the TAB key
between to parameters.
?Ex : 13 TAB 6 TAB Aluminium ENTER (for the first
line)
? Select File/Exit command in Notepad
? Answer Yes to the Save question
? Click on Close button in the Message fired by
Knowledge panel

?The Design table is displayed in the specification
tree under the Relations node.
Page 32
? Testing the design table
?In the Specification Tree, double click on

the Configuration branch under
Wheel_Sizing
?You may have to perform a second double
click if you are not already in the Knowledge
Advisor workbench. This will bring up the Edit
Parameter window.
? In the Edit Parameter window click on the
Opens a dialogue that allows you to
change driving design table
configuration button
? Select the second line:
?The Text file automatically includes inch units
in the table because the General Units were
specified as inches
? Click on Apply button
? Repeat the same sequence until line 10
? Select Line 6 (Configuration #6)

? Click on OK button in the Edit Parameter
panel
Page 33
? Creating a mounting design table
? Click on the Design Table icon under law icon

? In the Name field key in Mounting_Configuration
? Check the option Create a design table with current
parameters values
? In the Filter Type field select Renamed Parameters
?Rim_Size and Rim_Width parameters are not available
in the list because they are already used by the
Wheel_Sizing table.
? In the Parameters to insert list select
Number_of_Bolt_Holes and the insert arrow
? Repeat the same for the Bolt_Pattern_Diameter
parameter
? In the Select the pathname of the file to be
created panel select an appropriate directory to save
the Text file
? Save the Text file as Mounting_Configuration.txt

? Click on Save button
Page 34
?Click on Edit table button to edit the Text

file
?You are going to add 9 configurations of bolt
holes
? Modify the Text sheet in order to get the
table as shown in the picture
? Select File/Exit command in Notepad
? Answer Yes to the Save question
? Click on Close button in the Message
fired by Knowledge panel
?Click on OK button
?The new Design table is displayed in the
specification tree under the Relations node

Page 35
? Testing the design table
?In the Specification Tree, double click on

Configuration under
Mounting_Configuration feature
? In the Edit Parameter window click on the
the Opens a dialogue that allows you to
change driving design table
configuration button
? Scroll down each table line and click on
Apply button each time
?You will notice in the geometry that the
number of bolt holes is changing as well as the
diameter of the holes crown
?When you reach line 7 you get a warning
panel informing you that the holes crown
diameter is too large.This message is generated
from the check you created in step 5. The check
light also turns to red in the tree

? Select Line 6 and click on OK button
? Click on OK button in the Edit Parameter
window
Page 36
Step 7: Computing the inertia elements
? Computing the Volume, the mass and the inertia

elements of the rim
?You are going to compute the rim volume, the

mass, the centre of gravity G, the principal
moments of inertia M and the matrix of inertia
calculated with respect to the centre of gravity
? In the Start menu (toolbar) select
Mechanical Design & Part Design to change
the workbench
? Click on the Measure Inertia icon
? Click on Customize button
? In the Measure Inertia Customisation panel
check only following options:Volume, Mass,
Centre of gravity (G), Principal moments / G,
Inertia matrix / G
? Click on Apply button
? Select the Outer_Rim body in the tree
? Check the Keep Measure option
?This option lets you keep the current measure
as a feature in the specification tree. It will
remain associative and the parameters
associated to the measure feature may be used

later in a formula or to create geometry
? Click on Close button
?The computed elements are displayed in the
specifications tree under the Measure node
?After having modified the geometry you will
have to use Local Update command in the
contextual menu of the Measure feature to
update the results
Page 37
Manual Settings
Page 38

Setting the CATIA options
? Setting the CATIA options
?Start CATIA V5
?In the menu bar select

Tools/Options
?In the Options panel, select

Mechanical Design/Part Design
chapter and display tab
? Check Parameters and Relations
boxes

Page 39
? Setting the CATIA options
?In the Options panel, select

General/Parameters chapter and
Knowledge tab
? Check With value box

Page 40
?In the options panel Select

General/Display chapter and
Navigation tab
? Check highlight faces and edges
option
?In the options panel Select

General/Parameters chapter and
Units tab
? Click Length
? Select Inch (In) unit in the list
?Click OK

Page 41
? Managing the representation

?Select View + Render Style +
Customize view
?Check the Material box
?Click OK

Page 42
CONGRATULATIONS
Page 43

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Knowledgeware

© 1997 – 2001 DASSAULT SYSTEMES

© 1997 – 2001 DASSAULT SYSTEMES

© 1997 – 2001 DASSAULT SYSTEMES

IBM Product Lifecycle Management Solutions / Dassault Systemes

1. Do the following operations (simplest one):

? Do not forget to put this folder (CATSettings) in read mode:

© 1997 – 2001 DASSAULT SYSTEMES

2. Set them manually:

For this tutorial you also need to install a material catalogue:

? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program

? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program

? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program

? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program

© 1997 – 2001 DASSAULT SYSTEMES

You are now ready to launch your CATIA V5 session

? Opening the part

? Creating the outer rim portion

? Shelling the solid

© 1997 – 2001 DASSAULT SYSTEMES

? Creating the inner rim portion

?Click with the right mouse button

?Click on shaft icon

© 1997 – 2001 DASSAULT SYSTEMES

? Trimming the Inner_rim to the Outer_rim

? MB3 click on the Inner_Rim body

© 1997 – 2001 DASSAULT SYSTEMES

? Creating the spokes

© 1997 – 2001 DASSAULT SYSTEMES

CREATING BOLT HOLES

?Click on hole icon

© 1997 – 2001 DASSAULT SYSTEMES

? Creating a circular pattern of holes

? Click anywhere outside the geometry

? Click on Apply Material icon

© 1997 – 2001 DASSAULT SYSTEMES

? Renaming the outer rim radius

?Double-click on Sketch.1 in the

?This step is not absolutely required.

© 1997 – 2001 DASSAULT SYSTEMES

? Renaming the outer rim width

?MB3 click on the rim width

?Click on Exit workbench button to

© 1997 – 2001 DASSAULT SYSTEMES

? Renaming the bolt radius

© 1997 – 2001 DASSAULT SYSTEMES

? Renaming the pocket dimensions

© 1997 – 2001 DASSAULT SYSTEMES

? Creating formulas inside the pocket profile

? MB3 click on the 7.5 constraint value

? MB3 click on the 0.75 constraint value

© 1997 – 2001 DASSAULT SYSTEMES

?MB3 click on the 0.75 constraint

© 1997 – 2001 DASSAULT SYSTEMES

? Creating a user parameter « Rim_Size »

© 1997 – 2001 DASSAULT SYSTEMES

? Change Filter type to Renamed

© 1997 – 2001 DASSAULT SYSTEMES

? Creating a user parameter

? Change Filter Type to User

© 1997 – 2001 DASSAULT SYSTEMES

? Change Filter type to Renamed

© 1997 – 2001 DASSAULT SYSTEMES

? Creating a user parameter « Wheel_Design »