Copyright DASSAULT SYSTEMES i-1 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 1 Lesson 1: Introduction to CATIA 1-1 About this course 1-2 About the Student Guide 1-3 Conventions used in the Student Guide 1-4 Case Study: Introduction to CATIA 1-5 Introduction to CATIA Step 1 1-8 PLM Product Lifecycle Management 1-9 PLM in Practice 1-10 CATIA within the PLM Solution 1-11 CATIA from Concept to Realization 1-12 What is CATIA V5 ? 1-13 Key Terms 1-14 Design Intent 1-18 How Features Affect Design Intent 1-21 Exercise 1A 1-23 Introduction to CATIA Step 2 1-26 Windows Philosophy 1-27 Introduction to V5 Documents 1-31 The Workbench Concept 1-32 Starting CATIA using the Start Menu 1-33 Opening an Existing Document 1-34 Introduction to CATIA Step 3 1-35 CATIA User Interface 1-36 Workbenches 1-38 Menus and Toolbars 1-39 Finding Tools 1-41 The Specification Tree 1-42 Manipulating the Specification Tree 1-43 Selecting Objects with the Mouse 1-44 Action/Object and Object/Action Approaches 1-45 Using Windows 1-46 Using Windows and the Right Mouse Button 1-48 Moving Objects with the Mouse 1-49 Compass 1-51 Graphic Properties 1-52 Changing Graphic Properties 1-53 Rendering Styles 1-54 Applying Rendering Styles 1-55 CATIA User Companion 1-56 Help Documentation 1-57 Message Bar 1-58 Exercise 1B 1-59 Case Study: Introduction to CATIA 1-66 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-2 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 1 Lesson 2: Profile Creation 2-1 Case Study: Profile Creation 2-2 Design Intent 2-3 Stages in the Process 2-4 Profile Creation Step 1 2-5 Creating a New Part 2-6 Part Design Workbench 2-7 Profile Creation Step 2 2-8 Reference Planes 2-9 What is a Sketch? 2-10 Sketch Support 2-11 Profile Creation Step 3 2-13 Basic Sketching 2-14 Sketcher Workbench 2-15 Grid 2-16 Geometry Creation 2-17 Geometry Creation: Points 2-18 Geometry Creation: Lines 2-19 Geometry Creation: Circles 2-20 Geometry Creation: Ellipse, Parabola, Hyperbola, and Spline 2-21 Geometry Creation: Conics 2-22 Geometry Creation: Pre-defined Profiles 2-23 Geometry Creation: User-defined Profiles 2-25 Geometry Creation: Introduction to Re-limitations 2-26 Construction Geometry 2-27 Recommendations for Sketching 2-28 Creating a Profile: What Are the Best Tools to Use? 2-29 How Complex Should Sketches Be? 2-30 Exercise 2A 2-32 Exercise 2B 2-43 Exercise 2C 2-47 Profile Creation Step 4 2-50 Constraining the Sketch 2-51 Geometric and Dimensional Constraints 2-52 Fully Constrained Sketches 2-53 Geometric Constraints 2-54 Dimensional Constraints 2-56 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-3 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 1 Recommendations for Constraining 2-57 Sketch in Context 2-58 Sketcher Orientation 2-59 Tips on Initial Sketch Geometry 2-61 Tips on Constraint Creation 2-63 Controlling the Constraint Dimension Direction 2-64 Profile Creation Step 5 2-65 Completing the Feature 2-66 Using a Pad to Create the First Feature 2-67 Profile Creation Step 6 2-68 Saving Documents 2-69 Saving a Document with the Same Name 2-70 Saving a Document with a New Name 2-71 Closing a Document 2-72 To Sum Up 2-73 Exercise 2D 2-74 Exercise 2E 2-86 Exercise 2F 2-92 Case Study: Profile Creation 2-95 Lesson 3: Basic Features 3-1 Basic Features in Part Design 3-2 Case Study: Basic Features 3-3 Design Intent 3-4 Stages in the Process 3-5 Basic Features Step 1 3-6 Part Design Terminology 3-7 Creating a Base Feature 3-8 Selecting a Base Feature 3-9 Selecting a Base Feature - Exercise 3-10 Selecting a Base Feature - Answers 3-11 Features that Add or Remove Material 3-12 Basic Features Step 2 3-14 Pad and Pocket Limits 3-15 Creating Pads 3-16 Creating a Simple Pocket 3-17 Restrictions for Pad/Pocket Profile Sketches 3-18 Open Profiles 3-19 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-4 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 1 Basic Features Step 3 3-20 What is a Hole? 3-21 Hole Creation using a Positioning Sketch 3-22 Hole Creation using Pre-defined References 3-23 Using Pockets or Holes 3-25 Basic Features Step 4 3-26 What is a Fillet? 3-27 Selection and Propagation Modes 3-28 Filleting an Edge 3-29 Face-Face Fillets 3-30 Variable Radius Fillets 3-32 What is a Chamfer? 3-34 Chamfer Dimensioning Mode 3-35 Creating a Chamfer 3-36 Exercise 3A 3-37 Exercise 3B 3-46 Exercise 3C 3-52 Exercise 3D 3-55 Basic Features Step 5 3-58 Model View Options 3-59 Hide/Show 3-60 Deactivate/Activate 3-62 Investigating the Model 3-63 To Sum Up ... 3-66 Exercise 3E 3-67 Exercise 3F 3-75 Case Study: Basic Features 3-79 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-5 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 1 Lesson 4: Additional Features 4-1 Case Study: Additional Features 4-2 Design Intent 4-3 Stages in the Process 4-5 Additional Features Step 1 4-6 Additional Sketcher Tools 4-7 Creating an Axis 4-8 Dimensioning to an Axis 4-9 Re-Limitation Tools 4-10 Re-limitations 4-11 Trim Options 4-12 Quick Trim Options 4-13 Transformation Tools 4-14 Mirror and Symmetry Options 4-15 Translation 4-16 Rotation 4-18 Scale 4-20 Offset Propagation Modes 4-22 Offset 4-23 Project 3D Elements 4-25 3D Geometry Elements 4-26 Isolate Projected Elements 4-27 Sketch Analysis 4-28 Sketch Analysis Window 4-29 Performing a Quick Geometry Diagnosis 4-32 Additional Features: Step 2 4-34 Multiple Profiles 4-35 Multi-Pads/Pockets 4-36 Solving Ambiguity for Multi-Pads/Pockets 4-38 Sub-Elements of a Sketch 4-39 Solving Ambiguity for Sub-Elements 4-41 Exercise 4A 4-43 Exercise 4B 4-61 Exercise 4C 4-70 Additional Features Step 3 4-74 Reference Geometry 4-75 Accessing the Reference Elements Toolbar 4-76 Power Input Line 4-77 Points 4-78 Lines 4-79 Planes 4-81 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-6 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 1 Additional Features Step 3 4-83 Revolved Features 4-84 Axis of Revolution 4-86 Shafts 4-87 Creating Grooves 4-88 Restrictions for Revolved Features 4-89 Exercise 4D 4-91 Exercise 4E 4-103 Exercise 4F 4-108 Additional Features Step 5 4-111 Shelling 4-112 Shelling a Part 4-113 Importance of Feature Order 4-115 Thin Features 4-116 To Sum Up ... 4-118 Exercise 4G 4-119 Exercise 4H 4-127 Exercise 4I 4-133 Case Study: Additional Features 4-136 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-7 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 1 Lesson 5: Dress-Up Features 5-1 Case Study: Dress-up Features 5-2 Design Intent 5-3 Stages in the Process 5-4 Dress-Up Features Step 1 5-5 What is a Draft? 5-6 Basic Drafts 5-8 Reflect Draft 5-10 Variable Draft 5-12 Selecting Faces to Draft 5-14 Recommendations for Draft 5-15 Parting and Neutral Elements 5-16 Dress-Up Feature Order 5-17 Dress-Up Features Step 2 5-18 Introduction to Stiffeners 5-19 Create a Stiffener 5-20 Exercise 5A 5-22 Exercise 5B 5-30 Exercise 5C 5-37 Dress-Up Features Step 3 5-40 What Are Threads and Taps? 5-41 Thread and Tap 5-43 Dress-Up Features Step 4 5-45 Editing Features 5-46 Why Reorder Features? 5-47 Reordering Features 5-48 Limitations on Using Reorder 5-50 Define in Work Objects 5-51 Properties 5-53 Filters 5-57 Parent-Child Relationships 5-61 Resolving Feature Failures 5-62 To Sum Up 5-66 Exercise 5D 5-67 Exercise 5E 5-80 Exercise 5F 5-85 Case Study: Dress-Up Features 5-88 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-8 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 2 Lesson 6: Reusing Data 6-1 Case Study: Reusing Data 6-2 Design Intent 6-3 Stages in the Process 6-4 Reusing Data Step 1 6-5 Introduction to Duplicating Features 6-6 Mirror 6-7 Patterns 6-8 Rectangular Patterns 6-9 Circular Patterns 6-11 User Patterns 6-14 Recommendations for Patterns 6-16 Exploding a Pattern 6-17 Removing Individual Instances in a Pattern 6-18 Keep Specification 6-19 Exercise 6A 6-20 Exercise 6B 6-32 Exercise 6C 6-37 Reusing Data Step 2 6-40 Introduction to Transformation Features 6-41 Using Transformation Features 6-43 Translation 6-44 Rotation 6-46 Symmetry 6-47 Scaling 6-49 Recommendations for Transformations 6-50 Differences in Transformations 6-51 Scaling the Part to Define Mold Shrink 6-52 Contextual Menus 6-53 Reusing Data Step 3 6-54 Copy and Paste 6-55 Reusing Data Step4 6-59 Introduction to Catalogs 6-60 Power Copy 6-62 User Features 6-65 Catalog Creation 6-66 Inserting Catalog Items 6-67 To Sum Up 6-70 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-9 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 2 Exercise 6D 6-71 Exercise 6E 6-82 Exercise 6F 6-87 Case Study: Reusing Data 6-90 Lesson 7: Finalizing Design Intent 7-1 Case Study: Finalizing Design Intent 7-2 Design Intent 7-3 Stages in the Process 7-5 Finalizing Design Intent Step 1 7-6 Material Properties 7-7 Applying Material Properties 7-8 Viewing Material on the Model 7-10 Finalizing Design Intent Step 2 7-11 Analysis Tools 7-12 Element Selection 7-13 Measure between Modes 7-15 Measure Between 7-16 Measure Item 7-18 Components Option 7-20 Mass Properties 7-22 Measure Inertia 7-23 Creating Measurement Geometry 7-25 Update 7-27 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-10 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 2 Exercise 7A 7-28 Exercise 7B 7-41 Finalizing Design Intent Step 3 7-45 Formulas 7-46 Identifying Parameters 7-47 Renaming Parameters 7-48 Filters 7-49 Creating Formulas 7-50 Creating a Formula Using the Formula Window 7-51 Creating a Formula by Editing the Dimensional Value 7-53 Creating User-Defined Parameters 7-55 Recommendations for Formulas 7-57 Units 7-58 Displaying Formulas and User-Defined Parameters 7-60 To Sum-Up 7-61 Exercise 7C 7-62 Exercise 7D 7-76 Exercise 7E 7-85 Case Study: Finalizing Design Intent 7-90 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-11 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 2 Lesson 8: Assembly Design 8-1 Introduction to Assembly Design 8-2 Terminology 8-3 Case Study: Assembly Design 8-4 Design Intent 8-5 Stages in the Process 8-6 Assembly Design Step 1 8-7 Defining a New Assembly Document 8-8 Assigning Product Properties 8-9 Assembly Design Step 2 8-10 Adding Components 8-11 Inserting an Existing Component 8-13 Assigning Component Properties 8-15 Assembly Design Step 3 8-17 What Does the Compass Do? 8-18 Positioning the Compass to Move a Component 8-19 Moving a Component Using the Compass 8-20 Snapping Components 8-21 Fixing a Component in Space 8-22 Fixing a Component 8-24 Specification Tree 8-26 Can You Reorder a Product Structure? 8-27 Product Structure Reordering 8-28 Copy and Paste a Component 8-31 Setting Copy and Paste Options 8-32 Duplication Multiple Instances of a Component 8-33 Duplicating Components Using an Existing Pattern 8-34 Components from a Catalog 8-37 Exercise 8A 8-39 Exercise 8B 8-45 Exercise 8C 8-51 Assembly Design Step 4 8-54 Degrees of Freedom 8-55 Setting Assembly Constraints 8-56 Introduction to Positioning with Constraints 8-57 Inserting an Existing Component with Positioning 8-58 Assembly Constraints 8-60 Available Constraints and their Symbols 8-61 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-12 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 2 Defining a Coincidence Constraint 8-62 Defining a Contact Constraint 8-64 Defining an Offset Constraint 8-65 Creating an Angle Constraint 8-66 Fixing Together Components 8-68 User Setting: Turning On Fix Together Warning 8-69 Disregarding the Fix Together Warning 8-70 Constraint Rules 8-71 Assembly Assistant 8-72 Updating Constraints 8-73 Options For Updating Assembly Constraints 8-75 Handling Update Errors 8-76 Assembly Design Step 5 8-77 Saving an Assembly Document 8-78 Saving a Document Under Another Name 8-79 Saving All Modified Documents 8-80 Save Management 8-81 Exercise 8D 8-82 Exercise 8E 8-91 Exercise 8F 8-97 Case Study: Assembly Design 8-100 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-13 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 2 Lesson 9: Designing in Context 9-1 Working in the Context of an Assembly 9-2 Case Study: Designing in Context 9-2 Design Intent 9-4 Stages in the Process 9-5 Designing in Context Step 1 9-6 Opening an Existing Assembly 9-7 Desk Option 9-8 Design and Visualization Mode 9-10 Visualization Mode 9-11 Working in Visualization Mode 9-13 Exercise 9A 9-15 Exercise 9B 9-24 Designing in Context Step 2 9-28 Inserting a New Model 9-29 Inserting a New Part 9-30 Inserting a New Product 9-32 Inserting a New Component 9-33 Component Properties Revisited 9-34 Designing in Context Step 3 9-35 Editing a Part 9-36 Sketching on a Face of a Component 9-37 Projecting 3D Elements onto the Sketch Plane 9-38 Intersecting 3D Elements with the Sketch Plane 9-39 Defining Sketch Constraints Using Other Components 9-40 Limiting Features Up to Other Components 9-41 References and Options 9-42 Isolating Features 9-44 Designing in Context Step 4 9-45 Assembly-Level Features 9-46 Cautions About Designing in Context 9-48 To Sum Up 9-49 Exercise 9C 9-50 Exercise 9D 9-59 Exercise 9E 9-66 Case Study: Designing in Context 9-70 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-14 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 2 Lesson 10: Drafting 10-1 Case Study: Drafting 10-2 Design Intent 10-3 Stages in the Process 10-4 Introduction to Generative Drafting 10-5 General Process 10-6 Accessing the Workbench 10-7 The Drawing Environment 10-8 Drafting Toolbars and Objects 10-9 Drafting Step 1 10-10 Setting the Drawing Sheet Format and Drafting Standards 10-11 Starting a Drawing with a Blank Sheet 10-12 Drafting Step 2 10-13 Drawing Title Blocks 10-14 Drafting Step 3 10-16 Types of Views 10-17 Creating Views 10-18 Creating a Front View 10-19 Using the Compass 10-21 Adding Projection Views 10-24 Adding an Isometric View 10-25 View Wizard 10-26 Generating views using the View Wizard 10-27 Repositioning Views 10-30 Deleting Views 10-35 View Properties 10-36 Sheet Properties 10-37 Drafting Step 4 10-38 Dimensions 10-39 Types of Manual Dimensions 10-40 Dimensions System 10-42 Types of Dimension Locators 10-43 Dimensioning a Length 10-45 Dimensioning a Distance 10-46 Dimensioning a Hole 10-47 Dimensioning a True Length 10-48 Dimensioning a Simple Angle 10-49 Dimensioning a Simple Radius 10-50 Dimensioning a Diameter 10-51 Dimensioning a Chamfer 10-52 Dimensioning a Thread 10-53 Chain Dimensions 10-54 Stacked Dimensions 10-55 Cumulated Dimensions 10-56 Dimension Properties 10-57 Annotations 10-58 Student Notes: CATIA V5 Fundamentals - Table of Contents Copyright DASSAULT SYSTEMES i-15 STUDENT GUDE C o p y r i g h t
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S Y S T E M E S Table of Contents Book 2 Drafting Step 5 10-59 Matching Drawing with Modified 3D Part 10-60 Checking Links to 3D Parts 10-61 Saving a Drawing 10-63 Drafting Step 6 10-64 Printing a Drawing 10-65 Print User Interface 10-66 To Sum Up 10-68 Exercise 10A 10-69 Exercise 10B 10-83 Exercise 10C 10-88 Case Study: Drafting 10-91 Master Project A-1 Master Project: Overview A-2 Master Project: Part Creation A-6 Master Project: Finalize the Part A-18 Master Project: Create an Assembly A-24 Master Project: Edit a Part in an Assembly A-33 Master Project: Create an Assembly Drawing A-37