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CATIA: Introduction to Modeling

Part 1
Version 6, Release 2012
Student Guide

Revision 1.0
June 2012

ASCENT - Center for Technical Knowledge

CATIA: Introduction to Modeling - Part 1
Version 6, Revision 2012
Prepared and produced by:

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Table of Contents

Table of Contents
CATIA: Introduction to Modeling - Part 1
Chapter 1 Overview...................................................................... 1-1

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1.1 Fundamentals................................................................... 1-3

Solid Modeling ................................................................... 1-3
Feature-Based ................................................................... 1-4
Parametric.......................................................................... 1-6
Associative......................................................................... 1-6
1.2 Design Intent .................................................................... 1-8
1.3 Launching CATIA V6 ..................................................... 1-10
CATIA V6 Connection...................................................... 1-10
Security Context............................................................... 1-11
1.4 User Interface ................................................................. 1-12
Screen Layout, Quick Start .............................................. 1-12
Screen Layout, Opened File ............................................ 1-13
Workbenches ................................................................... 1-16
1.5 Working With Models .................................................... 1-17
Locating a Model.............................................................. 1-17
Opening a Model.............................................................. 1-17
Importing a V5 Model....................................................... 1-17
Storing a Model................................................................ 1-17
Rendering a Model........................................................... 1-18
Model Navigation ............................................................. 1-20

1.6 Online Documentation................................................... 1-23

Exercise 1a Viewing a Part.................................................. 1-24

Chapter 2 Customizing CATIA V6............................................... 2-1

2.1 Managing CATSetting Files ............................................ 2-3
2.2 Options Dialog Box.......................................................... 2-4
Recommended Options ..................................................... 2-5
2.3 Toolbar Customization .................................................... 2-8
Moving Toolbars ................................................................ 2-8
Toolbar Placement............................................................. 2-9
Add/Remove Toolbars ....................................................... 2-9
Expanding Flyouts ........................................................... 2-10
Locking Toolbars.............................................................. 2-11
2.4 Favorite Workbenches .................................................. 2-12
Exercise 2a Customization ................................................. 2-15

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CATIA: Introduction to Modeling

Chapter 3 Creating Sketches ...................................................... 3-1

3.1 Getting Started with Sketching Features ...................... 3-3
3.2 Creating a New Part......................................................... 3-4
3.3 Sketching Planes............................................................. 3-8
Reference Planes .............................................................. 3-9
Selecting a Plane for Sketching....................................... 3-10
3.4 Sketcher Workbench..................................................... 3-12
Sketcher Grid................................................................... 3-12

3.5 Basic Shapes ................................................................. 3-14

Manual Definition............................................................. 3-16

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3.6 Profile Sketching ........................................................... 3-17

3.7 Sketcher Editing Operations ........................................ 3-19
Trimming.......................................................................... 3-19
Break ............................................................................... 3-19
Quick Trim ....................................................................... 3-20
Delete and Undo.............................................................. 3-20
3.8 Tips and Techniques..................................................... 3-21
Repeating a Command.................................................... 3-21
Sketching in 3D ............................................................... 3-21
Construction Geometry.................................................... 3-21
Auto Search..................................................................... 3-22
3.9 Specification Tree ......................................................... 3-23
Exercise 3a Sketching Basic Shapes ................................ 3-24

Exercise 3b Profile Sketching ............................................ 3-33

Exercise 3c Sketch Practice I (Optional) ........................... 3-40

Exercise 3d Sketch Practice II (Optional) .......................... 3-41

Chapter 4 Constraining Sketches............................................... 4-1

4.1 Constraints....................................................................... 4-3
Advantages of Using Constraints ...................................... 4-4
4.2 Geometric Constraints.................................................... 4-5
Sketching at Origin ............................................................ 4-9
Deleting Constraints ........................................................ 4-10
Right-click Menu .............................................................. 4-10
Centering a Sketch .......................................................... 4-12
Fix Together Constraint ................................................... 4-12
4.3 Dimensional Constraints .............................................. 4-14
Line Length Dimension.................................................... 4-14
Distance between Parallel Lines ..................................... 4-14
Arc Radius ....................................................................... 4-15
Arc Diameter.................................................................... 4-15

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Revolved Diameter .......................................................... 4-16

Angle Dimension.............................................................. 4-18
Point-to-Point Dimension ................................................. 4-18
Line-to-Arc Tangent ......................................................... 4-19
Arc Tangent-to-Arc Tangent ............................................ 4-20
Right-click Menu .............................................................. 4-20
4.4 Edit Multi-Constraint Dialog Box.................................. 4-22
4.5 Constraint Colors........................................................... 4-24

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4.6 Sketch Analysis ............................................................. 4-25

Geometry Tab .................................................................. 4-26
Use-edges........................................................................ 4-27
Diagnostic Tab ................................................................. 4-28
Sketch Solving Status ...................................................... 4-29
4.7 Auto Constraint.............................................................. 4-30
Exercise 4a Dimensions...................................................... 4-31

Exercise 4b Constraints ...................................................... 4-42

Chapter 5 Pad and Pocket Features ........................................... 5-1

5.1 Base Features .................................................................. 5-3
5.2 Creating a Pad Feature.................................................... 5-4
Mirrored Extent .................................................................. 5-6
Second Limit ...................................................................... 5-6
Sketch Restrictions for Pad Features ................................ 5-7

5.3 Pad Feature Options........................................................ 5-8

Feature Depth Options....................................................... 5-8
Second Limit Option........................................................... 5-9
Non-Normal Direction ...................................................... 5-10
Open and Closed Sketches ............................................. 5-11
5.4 Pocket ............................................................................. 5-12
Limit Options .................................................................... 5-12
Open Profiles ................................................................... 5-14
Other Feature Options ..................................................... 5-15
5.5 Making Changes to a Sketch ........................................ 5-16
Dimensional Changes...................................................... 5-16
Changing the Sketch........................................................ 5-17
Deleting the Feature ........................................................ 5-17
Change Restrictions......................................................... 5-18
Exercise 5a Creating and Modifying Pad Features........... 5-19
Exercise 5b Creating Pocket Features............................... 5-24
Exercise 5c Working With Open Sketches ........................ 5-32
Exercise 5d Pad and Pocket ............................................... 5-36

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Exercise 5e Crank (Optional).............................................. 5-45

Exercise 5f Cylinder Block (Optional)................................ 5-46
Chapter 6 Sketcher Tools and Techniques ............................... 6-1
6.1 Positioned Sketch ........................................................... 6-3
Object-Action Method ........................................................ 6-3
Action-Object Method ........................................................ 6-3

6.2 Copying and Pasting Sketch Geometry ........................ 6-6

Copy and Paste ................................................................. 6-6
Copy/Pasting 2D CATIA Drawing Geometry ..................... 6-7

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6.3 Projecting Geometry ....................................................... 6-8

Project 3D Elements.......................................................... 6-8
Intersecting 3D Elements .................................................. 6-8
Silhouette Edges ............................................................... 6-9
Canonical Silhouette Edges .............................................. 6-9
Sketch Analysis ............................................................... 6-10
6.4 Editing Tools.................................................................. 6-11
Mirror ............................................................................... 6-11
Symmetry ........................................................................ 6-12
Translate.......................................................................... 6-12
Rotate .............................................................................. 6-13
Scale................................................................................ 6-14
Offset ............................................................................... 6-14
Exercise 6a Projecting 3D Geometry ................................. 6-17
Exercise 6b Sketcher Techniques...................................... 6-25

Chapter 7 Sketcher Formulas ..................................................... 7-1

7.1 Formulas .......................................................................... 7-3
Displaying in the Specification Tree .................................. 7-7

7.2 Equivalent Dimensions ................................................... 7-9

7.3 Sketch using SmartPick................................................ 7-13
Right-click Menus ............................................................ 7-14
<Shift> and <Ctrl> ........................................................... 7-15
SmartPick Options........................................................... 7-15
Constraint Tools .............................................................. 7-15

7.4 Visualization Tools ........................................................ 7-17

Exercise 7a Sketcher Relations.......................................... 7-19
Exercise 7b Set Visualization and SmartPick ................... 7-28

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Chapter 8 Reference Elements ................................................... 8-1

8.1 Reference Elements......................................................... 8-3
Feature Structure ............................................................... 8-3
Sketch Plane Positioning ................................................... 8-4
8.2 Axis Systems.................................................................... 8-5
8.3 Point Creation Methods................................................... 8-7
8.4 Line Creation Methods .................................................. 8-12
8.5 Plane Creation Methods ................................................ 8-15

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8.6 Reference Element Definition ....................................... 8-19

Implicit Axis Selection ...................................................... 8-19
Lock Reference Element.................................................. 8-20
Right-click Menus............................................................. 8-21
Exercise 8a Working with Feature Limits .......................... 8-22
Exercise 8b Reference Elements........................................ 8-27

Exercise 8c Additional Pockets (Optional)........................ 8-36

Exercise 8d Using Reference Elements (Optional)........... 8-38

Chapter 9 Shaft and Groove Features........................................ 9-1

9.1 Shaft Feature .................................................................... 9-3
Sketch Restrictions ............................................................ 9-4
Rotation Angle ................................................................... 9-8
9.2 Groove Feature .............................................................. 9-10
Requirements................................................................... 9-10
Grooves on Cylinders ...................................................... 9-11

Exercise 9a Shaft & Groove Features ................................ 9-13

Exercise 9b Groove Features ............................................. 9-20

Exercise 9c Creating Shafts and Grooves (Optional)....... 9-28

Exercise 9d King Chess Piece (Optional).......................... 9-31

Chapter 10 Feature Management.............................................. 10-1

10.1 Search for Features ....................................................... 10-3
10.2 Hide and Show ............................................................... 10-4
Indication of Hidden Features .......................................... 10-6
Tips and Techniques........................................................ 10-6
10.3 Activate and Deactivate................................................. 10-7
Tip .................................................................................... 10-8
Parent/Child Considerations ............................................ 10-9
10.4 Creating Selection Sets............................................... 10-10
Exercise 10a Feature Management .................................. 10-12

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CATIA: Introduction to Modeling

Chapter 11 Introduction to Dress-Up Features ....................... 11-1

11.1 Dress-Up Features......................................................... 11-3
11.2 Creating Edge Fillets..................................................... 11-4
Edge Identification Methods ............................................ 11-6
11.3 Creating Chamfers ...................................................... 11-11
11.4 Creating Holes ............................................................. 11-14
Depth Options................................................................ 11-18
Hole Direction ................................................................ 11-21

11.5 Modeling Considerations............................................ 11-22

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Exercise 11a Creating Holes, Fillets, and Chamfers ...... 11-24

Exercise 11b Link (Optional) ............................................ 11-40
Exercise 11c Crankshaft (Optional) ................................. 11-42

Chapter 12 Advanced Dress-Up Features ............................... 12-1

12.1 Additional Fillet Features.............................................. 12-3
Variable Radius Fillet....................................................... 12-3
Tritangent Fillet................................................................ 12-6
Face-Face Fillet............................................................... 12-7
Chordal Fillet ................................................................... 12-8
12.2 Draft Feature ................................................................ 12-10
Selection By Neutral Face ............................................. 12-12
Draft Form ..................................................................... 12-14
12.3 Creating Shell Features .............................................. 12-16

12.4 Drafted Filleted Pad and Pocket Features................. 12-20

Drafted Filleted Pad Feature ......................................... 12-20
Drafted Filleted Pocket Feature..................................... 12-21

12.5 Impact of Feature Order on Geometry....................... 12-22

Feature Reorder ............................................................ 12-23
Define in Work Object.................................................... 12-24
Restrictions.................................................................... 12-26
Exercise 12a Creating Additional Dress Up Features .... 12-27
Exercise 12b Phone Cover................................................ 12-40
Exercise 12c Tank (Optional)............................................ 12-48
Exercise 12d Connecting Rod (Optional) ........................ 12-50

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CATIA: Introduction to Modeling - Part 2

Chapter 13. Feature Duplication ................................................ 13-1
13.1 Pattern Features............................................................. 13-3
Pattern Multiple Features............................................... 13-11
13.2 Creating User Patterns ................................................ 13-12
13.3 Copy Features .............................................................. 13-15
13.4 Mirror Features............................................................. 13-16

13.5 Formulas....................................................................... 13-17

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13.6 Formulas Dialog Box ................................................... 13-18

Parameter Area.............................................................. 13-19
Edit Name or Value of Current Parameter ..................... 13-19
Filter Section .................................................................. 13-20
13.7 Create a Formula.......................................................... 13-23
Determining System Parameter Names ........................ 13-23
Creating a Formula ........................................................ 13-23
13.8 View and Edit Formulas .............................................. 13-25
Displaying in the Specification Tree............................... 13-25
Display Formula Text ..................................................... 13-26
Edit a Formula................................................................ 13-26
Delete a Formula ........................................................... 13-26
13.9 Create User-Defined Parameters................................ 13-27
Types of Parameters...................................................... 13-27
13.10View and Edit User-defined Parameters ................... 13-29
Displaying Parameters................................................... 13-29
Edit a User-defined Parameter ...................................... 13-30
Delete a User-defined Parameter .................................. 13-30

Exercise 13a Patterning .................................................... 13-31

Exercise 13b User Patterns............................................... 13-38

Exercise 13c Mirror............................................................ 13-45
Exercise 13d Piston (Optional) ......................................... 13-49
Exercise 13e Flange (Optional)......................................... 13-50
Exercise 13f Relations....................................................... 13-51

Exercise 13g Relations II................................................... 13-57

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Chapter 14 Thin Features .......................................................... 14-1

14.1 Thin Pads and Pockets ................................................. 14-3
Thin Pads ........................................................................ 14-3
Thin Pockets.................................................................... 14-4
14.2 Stiffeners ........................................................................ 14-5
Exercise 14a Creating Additional Features I..................... 14-8
Exercise 14b Creating Additional Features II.................. 14-15
Exercise 14c Axle Bracket (Optional) .............................. 14-23

Chapter 15 Parent/Child Relationships.................................... 15-1

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15.1 Establishing Parent/Child Relationships .................... 15-3

Sketching Plane............................................................... 15-3
Sketch.............................................................................. 15-5
Sketch Constraints .......................................................... 15-5
Dimensioning References ............................................... 15-6
Projection of 3D Geometry .............................................. 15-7
Depth Options.................................................................. 15-8

15.2 Investigating Parent/Child Relationships.................... 15-9

15.3 Changing Parent/Child Relationships ....................... 15-11
Changing the Sketch Plane ........................................... 15-11
Sketch Dimensions........................................................ 15-12
Sketcher Constraints ..................................................... 15-12
Depth Option ................................................................. 15-12
Replace ......................................................................... 15-12

15.4 Feature Failure............................................................. 15-15

Draft Angle Failure......................................................... 15-16
Fillet Failure ................................................................... 15-18
Exercise 15a Parent/Child Relationships ........................ 15-20

Exercise 15b Resolving Failed Features ......................... 15-32

Chapter 16 Part Information...................................................... 16-1

16.1 Measuring Items ............................................................ 16-3
16.2 Updating Measurements............................................... 16-6
16.3 Measuring Between Items ............................................ 16-7
Measure Between in Part Geometry Selection................ 16-8
Measuring with Reference Elements............................. 16-10
16.4 Measuring Inertia......................................................... 16-12
Apply a Material............................................................. 16-12
Viewing the Material ...................................................... 16-14
Measure Inertia 3D ........................................................ 16-14
16.5 Dynamic Sectioning .................................................... 16-19

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16.6 Feature Investigation................................................... 16-21

Scanning the Model ....................................................... 16-21
Exercise 16a Take Measurements.................................... 16-23
Exercise 16b Measuring with Reference Geometry........ 16-33
Chapter 17 Rib and Slot Features............................................. 17-1
17.1 Ribs and Slots ................................................................ 17-3
Slots ................................................................................. 17-5

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17.2 Rib and Slot Options ..................................................... 17-6

Merge Ends...................................................................... 17-6
Center Curve.................................................................... 17-6
Overlapping Geometry..................................................... 17-7
Exercise 17a Slots and Ribs ............................................... 17-8
Exercise 17b Car Exhaust ................................................. 17-18

Exercise 17c Dipstick (Optional) ...................................... 17-22

Chapter 18 Multi-sections Solid Features................................ 18-1

18.1 Multi-sections Solids ..................................................... 18-3
Closing Point.................................................................... 18-5
Removed Multi-sections Solids........................................ 18-7
Exercise 18a Basic Multi-sections Solid Features............ 18-8
Exercise 18b Transition Tube ........................................... 18-19
Exercise 18c (Optional) Screwdriver................................ 18-24

Chapter 19 Working With Multi-Body Models.......................... 19-1

19.1 Body Organization ......................................................... 19-3
Inserting a Geometrical Set ............................................. 19-6

19.2 Boolean Operations....................................................... 19-7

19.3 Feature Visualization ..................................................... 19-9

Center Graph & Reframe On ........................................... 19-9
Search.............................................................................. 19-9
Geometry Display Options ............................................. 19-10
19.4 Tips and Techniques ................................................... 19-12
Exercise 19a Working with Multi-Body Models............... 19-13

Chapter 20 Assembly Design.................................................... 20-1

20.1 Assembly Workbenches ............................................... 20-3
Commonly Used Toolbars ............................................... 20-3
20.2 Create an Assembly ...................................................... 20-5
Product Properties ........................................................... 20-5

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Adding Components ........................................................ 20-6

Product Structure............................................................. 20-6
20.3 Use the Robot ................................................................ 20-8
Automatic Snap ............................................................. 20-10
20.4 Engineering Connections and Constraints............... 20-12
Assembly Considerations .............................................. 20-20
Exercise 20a Creating Assemblies I ................................ 20-22
Exercise 20b Creating Assemblies II ............................... 20-39

Exercise 20c Creating Assemblies III .............................. 20-51

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Exercise 20d (Optional) Motor Assembly........................ 20-56

Chapter 21 Assembly Techniques............................................ 21-1
21.1 Additional Placement Options ..................................... 21-3
Copy and Paste ............................................................... 21-3
Snap and Constrain......................................................... 21-4
Assembly Patterns........................................................... 21-5
21.2 Designing in Context..................................................... 21-7
External References ........................................................ 21-7
21.3 Assembly Holes............................................................. 21-9
Exercise 21a Repeating Component Placement............. 21-13
Exercise 21b Designing in Context.................................. 21-19

Chapter 22 Assembly Information............................................ 22-1

22.1 Measurements and 3D Sections .................................. 22-3
Component Materials ...................................................... 22-3
Sectioning........................................................................ 22-4

22.2 Interference .................................................................... 22-9

Engineering Connection Interference Check................... 22-9
Light Interference Analysis ............................................ 22-10
Exercise 22a Assembly Information ................................ 22-12

Chapter 23 Lifecycle Management ........................................... 23-1

23.1 Using Save Lifecycle Management.............................. 23-3
Lifecycle Management Tools........................................... 23-3
Change Maturity .............................................................. 23-4
New Major Version .......................................................... 23-5
Replace ........................................................................... 23-5
Exercise 23a Lifecycle Management.................................. 23-6

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Chapter 24 Generative Drafting ................................................ 24-1

24.1 Creating a New Drawing ............................................... 24-3
24.2 Drafting Workbench....................................................... 24-6
24.3 Creating Drawing Frame and Title Block..................... 24-7
Title Block ........................................................................ 24-7
24.4 Adding Views ................................................................. 24-8
View Orientation Compass ............................................ 24-12

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24.5 View Properties ............................................................ 24-15

Moving Views................................................................. 24-15
Delete View.................................................................... 24-16
Hide/Show...................................................................... 24-16
Section Arrow Properties ............................................... 24-16
Hatching......................................................................... 24-16
24.6 Manually Creating Dimensions................................... 24-17
General Steps ................................................................ 24-17
Moving Dimensions........................................................ 24-18
24.7 Changed Geometry...................................................... 24-19
Updating a Drawing ....................................................... 24-19
Links to 3D Models ........................................................ 24-19
Exercise 24a Create a Drawing......................................... 24-20
Exercise 24b Annotate a Drawing .................................... 24-32

Exercise 24c (Optional) Piston Drawing ......................... 24-40

Exercise 24d (Optional) Flange Drawing ......................... 24-41

Chapter 25 Effective Modeling .................................................. 25-1

25.1 Design Considerations.................................................. 25-3

Part Design Considerations ............................................. 25-3
Assembly Design Considerations .................................... 25-3
External References ........................................................ 25-4
25.2 Modeling Tips and Techniques .................................... 25-5
Features........................................................................... 25-5
Drafts and Fillets .............................................................. 25-5
25.3 Model Investigation ....................................................... 25-7
Model Scan ...................................................................... 25-7
Specification Tree ............................................................ 25-7
Parent/Child ..................................................................... 25-7
25.4 Interactive Exercise ....................................................... 25-8

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Appendix A CATIA V6 Login - Context ......................................A-1

A.1 Introduction to Security Context....................................A-3
A.2 Security Context ..............................................................A-4
Security Context Format.................................................... A-4
Roles ................................................................................. A-4
Appendix B Importing CATIA V5 Data .......................................B-1

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B.1 File-based Design Import (FBDI)....................................B-3

FBDI Import Settings ......................................................... B-3
FBDI, Interactive Use ........................................................ B-4

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