Test Drive 2014

Hands-on Test Drive
Includes Tutorial Material for AutoCAD® Users
Autodesk ®
Inventor
®
2014
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Contents
Autodesk Inventor 2014: Test Drive ....................................................................................................... 1
Getting Started ........................................................................................................................................ 2
Project Setup .......................................................................................................................................... 3
Exercises ................................................................................................................................................ 4
Part Modeling ............................................................................................................... ...................... 4
Import Data From a DWG File..............................................................................................................7
Assembly Modeling................................................................................................. ........................... 12
Assemble Parts to Create a Subassembly ...................................................... .................................16
Bolted Connections .......................................................................................... .................................... 21
Use a Library of Standard Components ......................................................... ................................. 22
Create an Assembly Pattern and Simulate the Mechanism ...................................... .................24
Visualizing Your Assembly in Inventor ................................................................. ........................... 26
Drawings ...............................................................................................................................................27
Create Views on Multiple Sheets ................................................................ ...................................... 31
Add Annotations to the Drawing........................................................................ ...............................33
Optional Exercise: Presentation Files .......................................................... .....................................37
Conclusion................................................................................................................................................ 43
Contents III
Autodesk Inventor 2014: Test Drive
Welcome to the Autodesk® Inventor® Hands-on Test Drive. This Autodesk Inventor Test Drive is
designed to guide AutoCAD® users through the basic processes of 3D product design and show how
using Autodesk Inventor can improve their product development operations. As the creators of
AutoCAD software, Autodesk® understands your design process and has designed Inventor to make
the process of adding 3D as easy as possible.
Inventor 2014 introduces radically superior ways to design in 3D.Breakthroughs in both assembly design
and part modeling usher in a new era of dramatically easier to use, easier to learn design tools. Inventor
2014 employs the principles of direct manipulation offering an uninterrupted workflow that not only
helps to accelerate design, but also fosters greater creativity.
While working on the design, you will see how, with 3D modeling, you can quickly create and refine
your complete product design while simplifying the production and revision of manufacturing
drawings. The exercises illustrate key elements of workflows involved in the design of fabricated parts
and multi-part assemblies.
Although you can use this Test Drive at your own pace, these materials are intended for use in an
Autodesk Authorized Reseller-led workshop environment. To optimize learning, your Reseller will
guide you through the exercises. You should be able to complete all of the exercises in this booklet in
approximately 3 hours.
Thank you for your interest in Autodesk Inventor. We sincerely hope that this tutorial will give you
insight into the benefits of using Autodesk Inventor to improve your product development operations.
The Autodesk Inventor Team
For more information or assistance using your Autodesk Inventor Hands-on Test Drive, please contact
your Autodesk Authorized Reseller or visit www.autodesk.com/reseller.
1 Autodesk Inventor 2014: Test Drive

Getting Started
Test Drive CD Contents

The Test Drive CD contains all the data and drawings you need to complete the exercises in this test drive.
Installing the Exercise Data Files from the CD

The data files required to complete the exercises should have installed automatically along with this manual. If the files did
not automatically install, you may install them manually.
1. Insert the CD.
2. Double-click the self-extracting archive setup.exe.
Unless you specify a different folder, the exercise files are installed in the following folder:
C:\Autodesk Learning\Inventor 2014\Test Drive
After you install the data from the CD, this folder contains all the files necessary to complete each exercise in the test drive.
Completing the Exercises

Click the Autodesk Inventor 2014 Test Drive icon on your desktop, installed from the CD, and follow the step-by-step
exercises on screen.
To help you complete the Inventor Test Drive, videos that demonstrate each of the exercises are also included in the folder
with this manual.

Project Setup
In this first section of the test drive, you learn how to set up a project in Inventor®.
The data files for each exercise are located in the folder where you installed the training materials. To access these data files for the exercises, you
must make the Test Drive 2014 project the active project in Autodesk® Inventor®.
1. Start Autodesk Inventor 2014 by double-clicking the 4. In the Projects window, verify that Inventor 2014
shortcut icon on your desktop Test Drive has a checkmark next to it. If it does not,
double-click it in order to make it the active project.
2. On the ribbon, Get Started tab, Launch panel, click Projects.
5. Click Done at the bottom of the Projects window.
By default, the exercises are installed in

the C:\Autodesk Learning\Inventor 2014\
Test Drive folder.
3. If a Test Drive 2014 project does not appear in the

Projects window, click Browse at the bottom of the
dialog box, navigate to the folder where you installed the
training materials, and then double-click the Inventor 2014
Test Drive.ipj file.

1. Part Modeling
In this section of the test drive you work with the following part modeling tools in Autodesk® Inventor®:
n Open an assembly file and explore the UI and viewing tools.

n Review an engineer’s note for creating the Claw component.
n Start a new part and import an AutoCAD® drawing.
n Sketching and direct modeling of a new part.
n Extrude a part feature.
n Add additional sketched and placed features.
The completed exercise
Create a Link Rod Component 3. To place a dimension:

In this section of the test drive, you create a new part file and n On the Sketch tab, Constrain panel, click Dimension.
create a link rod component for the assembly.
n Select the circle.
n Click to place the dimension to the right of the sketch.
To start a new file:
n Modify the dimension to have a value of 12 mm.
1. On the ribbon, Get Started tab, Launch panel, click New.
n Click the Metric tab.
n Double-click the Standard (mm).ipt template.
A part file is opened with an active sketch on the XY

plane.
Note: To modify the dimension, you click the dimension

2. To sketch a circle: after it has been placed on the sketch, enter a value
n On the Sketch tab, Draw panel, click Rectangle. in the Edit Dimension dialog box, and click the green
checkmark to
n Click the yellow center point to create the sketch accept the value.
with the center of the circle coincident to the
origin of the part (1).
n Click a point in the graphics window to create

the circle (2).
n Right-click in the graphics window and select Done.

4. To verify that you will be prompted to enter a dimension 7. To orient the model:
value when placing sketch dimensions:
n Right-click the graphics window.
n With the Dimension tool still active, rightclick the n Select Home view from the menu.
graphics window.
n Verify that a checkmark exists next to Edit Dimension.

If there is not a checkmark, select Edit Dimension
from the menu.
Note: You can also set this behavior in the Application

Options dialog box. To access the dialog box on the Tools
tab, Options panel, click Application Options. In the
Application Options dialog box, select the Sketch tab, Note: You can access the Home view at any time by
check Edit dimension when created. selecting the Home icon above the View Cube, as
shown in the image above (1), or by clicking F6 from the
keyboard.
5. On the Sketch tab, Exit panel, click Finish Sketch.
8. On the Model tab, Modify panel, click Hole.
9. Select Concentric from the Placement list.
6. To create an Extrude feature:

n On the Model tab, Create panel, click Extrude.
n Enter 50 mm in the Extents, depth field (1).
n Select the midplane option for the 10. To place a hole:
extrusion direction (2). Click the flat face of the rod at the top of
n
Click OK to create the feature. the graphics window.

n
n Click the circular edge of the same face.

n Enter a depth of 20 mm and a diameter
of 8 mm in the dialog box.
Note: The value of 50 mm will be modified later in the

test drive. This value will be determined based on other
design criteria of the assembly. You will use Autodesk
Inventor’s adaptive capability to establish the value for 11. Click the Tapped option button.
the dimension.
The dialog box expands to display thread

options and the dimensional input values are
now used to specify a hole and thread depth.

12. In the dialog box, specify the thread values: 17. To view the mirrored feature:
n ANSI Metric M Profile for Thread Type. n Rotate the part to see the
mirrored hole feature.
n Size of 8.
n Set the Designation to M8 x 1.25. n Right-click the graphics window
and click Done.
n Clear the Full Depth checkbox.
n Press F6 to return to the Home View.
18. To specify an adaptive feature:

n In the browser, right-click Extrusion1.
n Select Adaptive from the menu.
The adaptive symbol appears next to the

feature in the browser. Later in the test drive
you use this unique capability of Autodesk
13. To complete the hole:
Inventor to have the link rod adapt (change
n Enter 17 mm for the thread depth. length) to match other components in the
assembly.
n Click OK to create the hole feature.
19. To save the file:

n On the Quick Access Bar, click Save.
n Enter a name of LinkRod.
n Click Save.
Next, you mirror the hole.
14. On the Model tab, Pattern panel, click Mirror.
15. To mirror a feature:

n Select the Hole1 feature from either the browser
or the graphics window.
n Click the Mirror Plane arrow in the

Mirror dialog box.
n Expand the Origin folder in the browser

and select the XY Plane.
n Click OK.
16. Click the Free Orbit tool from the Navigation Bar
at the right of the graphics window.

4. On the Quick Access Bar, click New.
2. Import Data from a DWG File
Next, you open a partially completed assembly and create a
component by importing data from a DWG™ file.
1. Open Lift_Assy.iam.
5. In the New File dialog box:
The partially completed assembly is shown in the
following image. Use the Orbit and Zoom tools to view
the assembly. When finished return to the Home View. n Double-click the Standard
(mm).ipt template.
A new part file is created with the sketch environment

active.
6. To begin to insert AutoCAD data:

n On the Sketch tab, Insert panel, click ACAD.
n Click once on Claw.dwg and notice that the
drawing is previewed in the lower left corner
of the dialog box.
2. The assembly includes a design note created in the
Engineers Notebook included in Autodesk Inventor. n Click Open.
To review the note:
n In the browser, expand the Sleeve:1 subassembly.

n Expand the Notes node under Sleeve:1.
n Double-click the Design Note icon in the browser.
The DWG Import Wizard is activated.
7. To preview the data contained in the AutoCAD file:

n In the top right corner of the dialog box, select
the white button to change the background
color of the Import Preview.
n Right-click the background of the drawing preview.

n Select View > Zoom > Window.
n Click two points to zoom in on a portion
of the drawing.
n Use the wheel-mouse to dynamically zoom

in and out of the preview.
n Click and hold down the wheel-mouse to

pan the drawing.
n Zoom the preview so you can see the

entire contents of the file.
3. Review the note and then on the

Engineer’s Notebook tab, Exit panel,
click Finish Notebook.

8. To select the layers to import from the Selective Import list: 11. To extrude a feature:
n Deselect all layers except for the Part layer. n Highlight the text in the Depth field of the
Extents section of the Extrude dialog box.
n Deselect the All checkbox in the Selection area.
n Enter 25 mm as the dimension.
n Click the middle extents button to flip the
direction of the extrusion.
n Click OK to create the extruded feature.
Note: The contents of the selected layers are displayed in

the preview. When you deselect layers, they are removed
from the preview window.
9. To import selected geometry:

n Drag to create a selection box in the
preview window and select the objects 12. To modify the viewing angle of the part:
contained in the right profile.
n On the Navigation Bar, click the Free Orbit tool
n Click Next. and rotate your view to match the following image.
n Select Check Box Constrain End Points. n Right-click the graphics window and click Done.
n Click Finish.
n Click Zoom All on the Navigation Bar.
n On the Sketch tab, Exit panel, click Finish Sketch.
Note: You can hold down the F4 key to activate the Free
Orbit tool at any time - even while using another tool.
While the tool is active you can click anywhere in the
graphics window to move the center point of the orbit.
13. To redefine the Home View:

n Click the corner of the View Cube as shown.
The selected entities are imported into the active sketch.
Next, you extrude the imported geometry to create the n Right-click the View Cube, select Set Current View
base feature of the part. as Home > Fit to View from the menu.
10. To extrude a feature:

n On the Model tab, Create panel, click Extrude.
n Select the area inside the outer boundary and the two
holes defined by the sketch objects.
Note: When you select to view your model from the

Home View, you will now be taken to this orientation.
Next, you will create a sketched feature that represents a
cut through the part.

14. To create a new sketch: 17. To sketch an arc:
n On the Model tab, Sketch panel, click Create 2D Sketch. n On the Sketch tab, Draw panel, click Arc.
n Select the face shown in the following image. n Create an arc on the end of the rectangle by selecting
the points as shown.
n Right-click and select Done.
15. To project geometry onto the active sketch:

n On the Sketch tab, Draw panel, click Project Geometry.
n Select the silhouette edge of the part as shown
in the following image.
n Right-click and click Done.
Note: When selecting the third point notice that a pair

of sketch glyphs are displayed showing that the arc is
tangent to the two lines of the rectangle. Select the third
point when the glyphs are displayed.
18. To add a dimension:

n On the Sketch tab, Constrain panel, click Dimension.
n Click the sketched arc.
n Click an area in the graphics window to place
the dimension.
16. To sketch a rectangle:
n Enter 5 mm for the value of the dimension.
n On the Sketch tab, Draw panel, click Rectangle.
n Click the green checkmark to apply the dimension.
n Sketch a rectangle as shown in the following image.
Note: If the dimension edit box is not displayed, right-
n Press ESC to exit the Rectangle tool. click and click Edit Dimension. Then click the dimension.
19. To constrain the arc to the center of the rectangular face:

n On the Sketch tab, Constrain panel, click Vertical Constraint.
n Click the center point of the arc and the midpoint of the
bottom horizontal edge.
20. Add additional dimensions:

n On the Sketch tab, Constrain panel, click Dimension.
n Click the vertical line of the rectangle.
n Click an area in the graphics window to place the dimension.
n Enter 60 mm for the dimension value.
n Press Enter or click the check mark to apply the dimension.
n Press ESC.

21. To create an extruded cut feature: 24. To add a hole feature:
n Right-click the graphics window and select Create n On the Model tab, Modify panel, click Hole.
Feature > Extrude from the menu.
n Click the center points of the two circles on the
n Select the area inside of the rectangle and arc. side of the part.
n Select Cut in the operation list.

n Select All for the Extents of the cut.
n Click OK to create the feature.
25. Continue adding parameters for the holes:

n Select Through All from the Termination list.
n Enter 8.02 mm for the diameter.
n Click OK to create the two holes.
22. To share a sketch:

n Expand Extrusion1 in the browser.
n Right-click Sketch1 and click Share Sketch.
26. To add a fillet:

n On the Model tab, Modify panel, click Fillet.
n Select the four (4) edges highlighted in the
following image.
n Enter a radius of 20 mm.

n Click OK in the Fillet dialog box.
Sharing a sketch makes it available to be used in the
creation of additional features. The visibility of the sketch
is turned on and a copy of the sketch is placed above the
first feature that consumes the sketch in the browser.
23. To orient a view of the model:

n Click the View Face tool on the Navigation Bar.
n Click Sketch1 in the browser.
Note: You can press the F4 key to access the Free Orbit
tool and rotate the model while a tool is active. Use this
technique to rotate the part and select all four edges.
27. Right-click Sketch1 in the browser and select

Visibility from the menu.

28. On the View Cube, click the face labeled 32. On the Sketch tab, Exit panel, click Finish Sketch.
Right on the view cube.
The model is oriented as shown in the following image. 33. To create an emboss feature:
n On the Model tab, Create panel, click Emboss.
n Select the sketched text as the profile.
34. In the Emboss dialog box:

n Click the Engrave From Face option.
29. Right-click the face shown in the following image Click the Flip direction tool, so the preview arrow
n
and click New Sketch. is pointing into the part.
n Select the Top Face Color box.

n Select Copper from the list in the Color dialog box.
n Click OK to close the Color dialog box.
n Enter 1 mm in the Depth field.
n Click OK.
35. Rotate the part and examine the Emboss feature, then
return to a Home View of the model.

30. To add text for an emboss feature:
n On the Sketch tab, Draw panel, click Text.
n Enter a name of Claw.
n Select a point near the lower left side of the sketch face.
n Click Save.
31. In the Format Text dialog box:

n Enter 7.00 mm for Size.
n Enter ADSK in the Format Text dialog box.
n Click OK.
n Right-click the graphics window and click Done.
n Click and drag the text so that it is located on the part face.

3. In the Place Component dialog box:
3. Assembly Modeling
n Select Claw.ipt and click Open.
In this part of the test drive, you place and constrain n Click near the end of the arm on the right side
components in the assembly. You use an Inventor® part and of the assembly.
complete the mechanism by adapting the length of a link rod
to match your design criteria. Finally, you drive an assembly n Right-click and select Done.
constraint to examine the mechanism movement.
4. Repeat the above steps and place a single occurrence

of the LiftRing.ipt part near the top of the assembly as
shown in the following image.
Add and Position Parts in an Assembly

Next, you add the claw and lift ring parts to the assembly
and add assembly constraints to position the parts.
1. Select the Lift_Assy.iam tab at the bottom of

the graphics window.
Next you use assembly constraints to position and

orient assembly components. An unconstrained
component has three translational and three rotational
degrees of freedom. Assembly constraints remove
degrees of freedom and enable the component to be
assembled according to design criteria.
2. On the Assemble tab, Component panel,
click Place Component.
5. To constrain the claw part:
n Zoom in on the claw part and the end ofthe adjacent arm.
n On the Assemble tab, Position panel, click Constrain.
The Mate constraint is the default constraint. When you

select a face, edge, or vertex on one component, only
valid selections are made available for the selection on
another component.

6. To add a face/face mate constraint: 10. To place an axis/axis mate constraint:
n Click the inside face of the claw (1). n On the Assemble tab, Position panel, click Constrain.
nMove the cursor over the center of the arm and pause. n Move the cursor over the hole near the bend
After a short delay, the Select Other tool appears (2). in the claw.
Do not click.
n Click when the axis through the hole is highlighted.
7. With the Select Other tool displayed: Note: Ensure the axis through the hole is highlighted
n Click one of the arrows on the Select Other tool. before selection. Use the Select Other tool if the center
point of the circular edge is highlighted.
n Click the green rectangle in the center of the Select
Other tool when the face on the far side of the arm
is highlighted. 11. To finish creating an axis/axis mate constraint:
n Move the cursor over the adjacent hole in the arm.
n Click when the axis is highlighted.
n Click OK to apply the constraint and close the
Place Constraint dialog box.
8. In the Place Constraint dialog box:

n Click Apply.
n Click Cancel.
12. Click and drag the claw part. The only degree of freedom
is rotation about the two axes you just constrained.
The engineer’s note you reviewed earlier has information

on the initial angle of the arm relative to a vertical
plane. There is no readily available vertical plane in the
assembly that is aligned with the faces on the claw part.
Work features can also be created at the assembly level.
You create them in a similar fashion as part level work
features, by selecting the appropriate geometry.
9. In Autodesk® Inventor®, you can drag components

while respecting all assembly constraints. This is a good
technique to determine the remaining degrees of freedom
on the component.
n Click and drag the claw part.

n Drag the claw off the end of the arm.
The claw can move along the arm, but the mated planar
surfaces keep the claw from moving through the arm. To
remove additional degrees of freedom from the arm, you
mate two axes through holes in the arm and claw.

13. To add an assembly level work feature: 15. To place an angle constraint:
n On the Model tab, Work Features panel, click Plane. n On the Assemble tab, Position panel, click Constrain.
n In the browser, expand the Origin folder of the n Click the Angle constraint button in the Type list.
top level assembly.
n Click the Predict Offset and Orientation checkmark
n Click YZ plane. (to add a checkmark).
n Click Z axis. n Click the new Work plane, either in the graphics
window or the browser.
n Enter 30 in the Angle edit box.
n Press Enter to create the work plane (1). n Click the face with the emboss feature on the claw part.
n Enter 20 in the Angle edit box.
n Click OK to complete the constraint.
n In the browser, right-click Work Plane1 and
select Visibility (removes the checkmark).
Note: The above selections result in a workplane at

an angle to the selected plane, through the selected
axis. The work plane passes through the Z-axis, and is
at an angle of 30 degrees to the origin YZ plane. More
importantly, it is a plane we can use to place the angle
constraint described
in the note.
14. Angle constraints can be difficult to place as there are

at least two solutions when placing an angle constraint
between two planes. You can improve your chances 16. Next, you constrain the LiftRing part to the top of the
of getting the desired orientation by dragging the sleeve. The Insert constraint combines a face/face mate
component close to the desired angle prior to placing (plane of each circle or arc) and an axis/axis mate (axes
the constraint. You typically place angle constraints after through the two circles or arcs).
other constraints.
n Click the bottom of the claw and drag it away from n Uncheck Predict Offset and Orientation.
the center of the assembly.
n Click the Insert constraint button.
n Position the claw roughly as shown in the n Select the circular edge at the base of the
following image. threaded stud (1).
n Select the circular edge of the threaded

hole in the sleeve (2).
n Click OK.
Note: In the image above, the LiftRing has been

rotated for clarity.

17. Rotate your view so the bottom of the fixture is visible. 20. To constrain the pivot:
n Click the circular edge of the middle hole on the
inside surface of the pivot (1).
n Click the edge of the hole on the Spyder Arm (2).

n Click OK.
18. To add a final Flush constraint to fix the initial position of

the sleeve on the post:

n Click the Flush solution for the Mate constraint.
n Click the planar face on the underside of the sleeve (1).
n Click the face on the bottom of the post (2). Note: You can press the C key on your keyboard
as a shortcut to the Constrain tool.
n Enter 57 as the offset distance.
n Click OK.
21. To add a mate constraint to the pivot and rod end:
n Drag the pivot so it is more closely aligned to the
rod end attached to the sleeve.
n Press the C key on your keyboard to access the

Constrain tool.
n Place an axis/axis mate constraint between the

pivot (1) and the rod end (2) attached to the sleeve.
19. To add a pivot part to the assembly:

n Right-click in the graphics window and select Home View.
n On the Assemble tab, Component panel, click
Place Component.
n Select Pivot.ipt, and then click Open.

n Click near the raised support on the arm. 22. Save the file.
Note: When you attempt to edit a part that has been

placed directly into an Autodesk Inventor assembly, the
part is either opened in context of the assembly or you
have the option of opening the file in its own window for
editing.

4. To place the link rod created at the beginning of
4. Assemble Parts to Create a the test drive:
Subassembly n On the Assemble tab, Component panel, click
Place Component.
Next you assemble the link rod and two rod ends to create
n Click Workspace from the shortcut list of the
a subassembly. It is good practice to build subassemblies to
Place Component dialog box.
match the subassemblies found in the physical model.
n Select LinkRod.ipt.
1. To start a new file: n Click Open.
n On the Quick Access bar, click New. n Click in the graphics window to place an occurrence
of the link rod.
n Double-click the Standard (mm).iam template.

n Enter a name of Adjust_Rod.
n Click Save.
5. It can be helpful to preposition components prior to

adding assembly constraints. To rotate a component in
the graphics window:
n On the Assemble tab, Position panel, click Rotate.

3. To place components in the assembly: n Select the second rod end that you placed
n On the Assemble tab, Component panel, click in the assembly.
Place Component. Click and drag inside the reticule to reorient the rod
n
n Select RodEnd.iam from the Subassemblies directory. end roughly as shown in the following image.
n Click Open. An occurrence of the rod end assembly n Right-click and select Done.
is aligned to, and grounded at the coordinate
system origin.
n Click to the right of the grounded occurrence to

place a second occurrence.
6. To constrain the link rod to the two rod ends:

n Click a circular edge on the link rod (1).
n Click the circular edge of a rod end jam nut (2) as shown
in the following image.
n Click Apply.

10. To complete the assembly:
7. To add another assembly constraint: n Click the Save tool.
n Click the circular edge on the other end of the n Close the Adjust_Rod assembly.
link rod (1).
n Close the LinkRod part.
n Click the circular edge of the other jam nut (2) as n Close the Claw part.
n Click Apply. 11. Verify that Lift_Assy.iam is the only open file.
12. To place the link rod assembly:

n On the Assemble tab, Component panel,
click Place Component.
n Click Adjust_Rod.iam.
n Click Open.
n Click in the graphics window to place an
occurrence of the rod.
8. To eliminate the rotation between the two rod ends with

an angle constraint:
n Click the Angle constraint button.

n Click the flat face on the side of a rod end (1).
n Click the same face on the second rod end (2).
n Click Apply.
13. To constrain the link rod assembly to the claw:

n Click the circular edge of a hole through the
adjacent rod end (1).
9. To eliminate the rotation between the link rod and
the rod ends: n Click a hole edge on the slot in the claw (2).
n Click the flat face on the side of a rod end. n Click OK.
n Expand LinkRod in the browser.

n Expand the origin folder under LinkRod.
n Click the YZ plane under the Origin folder.
n Click OK.
14. Drag the free end of the rod assembly to match the
following image.
Note: The two preview arrows may align or be opposed.

The link rod is now fully constrained to the rod ends.

15. In the browser, double-click Adjust_Rod:1. 21. To adapt the length of the rod:
All components other than the adjustor subassembly are n On the Assemble tab, Position panel, click Constrain.
dimmed in the graphics window and browser. You are
n Select the axis (not the cirular edge center point)
now editing the subassembly in-place in the top-level
through the free rod end (1).
assembly.
n Select the axis through the open hole in the pivot part (2).
n Notice that the preview of the LinkRod shows that its
16. To activate the adaptivity of the link rod to enable it to
length has adapted to fulfill the axis/axis constraint.
change length and connect to the pivot:
n Click OK.
n In the browser, double-click LinkRod:1. The part is now
available to be edited in-place.
n Ensure that Extrusion1 has the adaptive symbol next to it.
17. To return to the Adjust_Rod subassembly:

n If Extrusion1 is not marked as adaptive, right-click it
and click Adaptive. The rod ends in the subassembly retain their
On the Model tab, Return panel, click Return. relationships to the link rod part.
n
22. To perform a constrained drag, in the browser:

n Expand Sleeve:1.
n Under Sleeve:1, right-click Flush2 (57.000 mm)
and click Suppress.
n Expand Claw:1.
n Under Claw:1, right-click Angle3 (20.00 deg) and
click Suppress.
n In the graphics window, click and drag the sleeve,

pivot, or claw.
18. In the browser, right-click LinkRod:1 and click Adaptive.
The part is now adaptive within the subassembly. The The mechanism operates while satisfying all placed
length of the extrusion can change to match assembly assembly constraints.
constraints.
19. Click the Return tool to return to the Lift_Assy assembly.
20. In the browser, right-click Adjust_Rod:1 and click Adaptive.

By marking the subassembly as adaptive, the adaptive
features in the subassembly components can respond to
assembly constraints placed at the top-level assembly.
Note: If the assembly flips to an unusable postion, click

Undo on the Quick Access Bar.

23. Now that the mechanism is complete, you check the 29. To modify the part and create an equation
closed state of the assembly against the desired angle between dimensions:
(~16.4):
n In the browser, right-click Extrusion1 and click
n In the browser, under Sleeve:1, right-click Flush2 Edit Sketch.
(57.000 mm) and click Suppress to remove the
suppressed state of the constraint. n Click the View Face tool from the Navigation Bar.
n Click Sketch1 in the browser.
n Click in the background of the browser, and then
click the same constraint. n Double-click the 40 mm vertical dimension.
n Ensure that all the text in the dimension
n Enter 81 in the offset edit box (at the bottom of the
edit box is selected.
browser) and press ENTER to position the lift in the
closed position. n Click the horizontal 40 mm dimension.
n Click the green check mark in the Edit Dimension
dialog box.
The 40 mm dimension is replaced with the name of the

selected dimension (d3). The vertical dimension (d2)
will now update to match any change in the horizontal
dimension (d3=d2).
24.In the browser, right-click Work Plane1 and click Visibility

(turn on the visibility of the work plane).
25. To measure the current angle between the claw and the
work plane:
n Right-click in the graphics window and click 30. Next, you edit the horizontal arm length dimension to
Measure > Measure Angle. change the size of the pivot. To edit the arm length:
n Click the work plane. n Double-click the 40 mm horizontal dimension.
n Click the embossed face of the claw. n Enter 39 mm and click the green checkmark.
The angle reported is not within the acceptable range n Click in the graphics window to clear the selection.
from the engineer’s note reviewed earlier in the test Right-click and click Finish Edit.
n
drive.
Both 40 mm dimensions update to 39 mm. The sketch
and part update, and the assembly environment is
26. Right-click in the graphics window and click Done. reactivated. The length of the LinkRod part adapts to
meet the new length of the pivot arms.
After careful consideration you determine that if the
pivot arms are shortened, the claw rotates further for the
same movement of the sleeve. However, the 20 initial
angle must be retained, so an iterative solution seems in 31. To check the angle in the lift closed position, you could
order. suppress the claw angle constraint, and then edit the
sleeve offset to the closed position. Since you may need
to repeat this process to arrive at a solution, you set up a
positional representation of the lift in the closed position.
27. Next, you reset the constraints to their initial conditions In the browser:
so that all modifications to the pivot are made at
this lift position.
n Expand the Representations node directly
In the browser, under Sleeve:1, click Flush2 (81.000 mm). under Lift_Assy.iam.
n
n Enter 57 as the new offset. n Right-click Position and click New.
n Unsuppress the Angle (20 deg) constraint under the claw. n Expand the Position: Position1 node.
n Click the Position1 node, and then slowly click it again.
28. In the graphics window, double-click the Pivot part. n Rename the node to Closed.
The pivot is isolated in the assembly, and the part
environment is activated.

32. Next, you apply a constraint override for this positional 36. To edit the pivot part:
representation. In the browser:
n Double-click the Pivot part to edit it inplace.
n Expand Claw:1 n Edit the sketch under Extrusion1.
n Right-click Angle:3 (20.00 deg) and click Override. n Edit the 39 mm horizontal dimension and enter
n Place a check next to Suppression. 38 mm as the new value.
n Select Suppress from the list. n Click in the graphics window background.
n Click OK. n Right-click and click Finish Edit.
33. Continue to place constraint overrides for the positional 37. To check the results of the pivot edit:
representation. In the browser:
n In the browser, under Representations,
n Expand Sleeve:1. double-click Closed.
n Right-click Flush:2 (57.00 mm) and click Override. n Click in the graphics window background to
n Check the box next to Value. clear any selections.
n Enter 81 mm in the edit box. n Right-click in the graphics window and click
Measure > Measure Angle.
n Click OK.
n Click the embossed face on the claw.
The assembly updates to match the overridden n Click Work Plane1, either in the graphics window
constraints. or in the browser.

The angle is reported as 16.42, success!
34. To check the results of the pivot edit: 38. In the browser, under Representations,
doubleclick Master.
n Right-click in the graphics window and click
Measure > Measure Angle.
39. Save the file.
n Click the embossed face on the claw.
n Click Work Plane 1, either in the graphics window
or in the browser.

The angle is not quite enough to fulfull the design
requirements.
35. In the browser, under Representations, doubleclick

Master.
The assembly returns to the open position and the claw

angle is again fixed at 20.
Note: Modeling operations can only be performed when

the Master positional representation is active.

4. To add fasteners to be placed into the assembly:
5. Bolted Connections
n Select Click to Add a Fastener.
Next, you will place bolted connections into the assembly. n Click Socket Head Bolts from the Category list.
1. Before continuing, clean up some details after the link rod n Click ISO 4762.
modeling session:
n Select Click to Add a Fastener just below the
n In the browser, suppress the Angle:3 (20.00 deg) ISO fastener in the list (1).
constraint under Claw:1.
n Click ISO 7092.
n In the browser, right-click Adjust_Rod:1, and click
Adaptive to toggle off the adaptive setting for
the subassembly.
n In the browser, right-click Work Plane1 and click

Visibility (removes the check mark and hides the
work plane).
Tip: Turn off adaptivity at the assembly level after the 5. To add fasteners to the termination side of the fastener
adaptive modeling is completed. You can easily toggle assembly:
adaptivity on if further design changes are required.
n Select Click to Add a Fastener (below the two line
divider) (1).
2. On the Design tab, Fasten panel, click Bolted Connection.
n Select ISO 7092.
n Select Click to Add a Fastener (below the second
washer) (1).
n Select ISO 7092.
3. In the Bolted Connection Component Generator dialog box:

n Select Concentric from the Placement list.
n For Start Plane, select the flat face of the Pivot
for the start plane (1). 6. This bolted connection will be reused, so a template will
be created that can be leveraged. To create a template:
n Select a circular edge from a hole in the Pivot
for the circular reference (2). n Expand the Bolted Connection Component Generator
dialog box (1).
n Select the back face of the Pivot for the
termination plane (3). n Click Add (2).
n Enter Inventor Test Drive in the Template Description
dialog box to add it to the template library (3).
n Click OK in the Template Description dialog box.

n Click OK in the Bolted Connection Component
Generator dialog box (4).
n Click OK in the File Naming dialog box.
Note: You can select the termination plane without

rotating the model.

7. To add another bolted connection:
6. Use a Library of Standard
On the Design tab, Fasten panel, click Bolted Connection.
n
n Select Concentric from the Placement list.

Components
n For Start Plane, select the flat face of the Pivot for the Autodesk Inventor includes a comprehensive library of
start plane (1). standard components that can be used. The subassembly
Select a circular edge from a hole in the Pivot for the CommonFasteners.iam that was created with the Bolted
n
circular reference (2). Connection tool consists of a number of components from
the content library.
n Select the back face of the Pivot for the termination
plane (3).
1. On the Assemble tab, Component panel, click Place from
n Click Inventor Test Drive from the templates library. Content Center.
n Click Set.
n Click OK.
n Click OK in the File Naming dialog box.
Note: You may need to select the down arrow next to the
Place tool to access Place from Content Center.
2. To select a fastener, under Category View:

n Expand Fasteners.
n Expand Bolts.
n Select Socket Head.
8. Repeat the above step three times to place fasteners in

the remaining locations
3. Double-click Forged Socket Head Cap Screw—Metric in

the preview pane of the Content Center.
9. Save the file. 4. The Content Center is made up of parts that will
automatically size when positioned on holes in your
design. When a specific size has not been calculated, the
fastener is attached to your cursor and displays an icon
with a red question mark.

5. Place your cursor (do not click) over a hole on one of the 9. In the Forged Socket Head Cap Screw—Metric dialog box:
sleeve boss components. A green checkmark is added to
n Click M6 for the thread description.
the icon next to the component and the tooltip displays
the fastener size based on the hole size. n Click 25 for the nominal length.
n Click OK.
n Click near the bottom of the lift assembly to place
the component.
n Right-click in the graphics window and click Done.
6. To place the component in the assembly:

n Place the cursor over a hole in the bracket
top component.
n Click once when the green check mark is displayed

and the tooltip displays the size of the component.
10. You can place assembly constraints without using the

Place Constraint dialog box. You use ALT+Drag to place
assembly constraints using part geometry and iMate
symbols (iMates are not covered in this test drive). Orient
your view so you can see the bottom of the sleeve as
7. In the graphics window:

n Click and drag the red arrow (1) until the tootip
displays a component length of 20 (2).
n Click Apply in the AutoDrop dialog box (3).
11. To constrain a component using the ALT+Drag method:

n Hold down the ALT key and click and drag on the
circular edge under the head of the socket head cap screw.
The component is placed in the assembly and because

it was a patterned hole, a fastener is placed in both
occurrences of the patterned feature.
Note: The initial selection determines the type of
constraint that will be placed. The default assembly
constraint while dragging a circular edge is Insert. If your
initial selection is the cylindrical surface of the fastener,
the default constraint type is Tangent. Press the I key to
change to an Insert constraint.
8. Click in the graphics window to place a third occurrence

of the fastener.

12. To apply the constraint:
7. Create an Assembly Pattern
Drag over the hole in the spyder arm and post.
n
n Release the mouse button when the hole edge

and Simulate the Mechanism
is highlighted.
To complete the assembly, you create a pattern of assembly
The third fastener is constrained to the underside of the components based on the pattern of arms on the sypder.
post. 1. To select components to pattern:
n In the browser, click LinkAdjust:1.

n Hold down the SHIFT key and then click the last
component in the browser. All components between
LinkAdjust and the last component in the browser
are selected.
n Hold down the CTRL key, and click LiftRing:1

to remove it from the selection.
n Hold down the CTRL key, and click Work Plane1

to remove it from the selection.
13. To change the color of the fastener in the assembly:

n the browser, click the first Forged SocketIn
Head Cap Screw.
n Hold down the SHIFT key and click the last Forged
Socket Head Cap Screw to select all three occurrences
of the fastener.
n Select Gunmetal from the Color Override list on the

Quick Access Bar.
n Click in the graphics window to clear the selection.
2. To complete the pattern:

14. Optionally, use the previous process to change the
color of the components in the CommonFasteners n On the Assemble tab, Component panel, click Pattern.
subassemblies that were placed using the Bolted
n Move the cursor over the bottom of the center post,
Connection tool.
and click w
Tip: You can use the CTRL key to select multiple
components in the browser or graphics window and then
select a material using the Color Override list to change
the color of multiple components at one time.
15. Save the file.

3. Click OK to create the component pattern. 5. To complete the drive constraint:
n Click the Less (<<) button to reduce the dialog box size.
n Click the Forward button.
The mechanism moves through its range three times.
6. Click Cancel in the Drive Constraint dialog box.
7. Save the file.
4. Finally, you drive one of the assembly constraints to view

a simulation of the lifting mechanism.
n Expand Sleeve:1 in the browser.

n Right-click Flush2 (57.000 mm) and click
Drive Constraint.
n Enter 81 mm for the End value.

n Click the More (>>) button to expand the dialog box.
n Enter 6 for Repetitions.
n Click the Start/End/Start option.

5. Inventor provides one button access to a variety of preset
8. Visualizing your Assembly in visual representations of your designs.
Inventor To activate a Visual Style:
n On the Appearance tab click Visual Style.
Now that you have finished the assembly, you can evaluate
your design with the state-of-the-art visualization capabilities
in Autodesk Inventor.
n Click one of the styles to activate that style in your

graphics window.
1. Open Lift_Assy.iam if it is not already open and zoom the

model so that it fills the height of the graphics window.
2. The tools used to create a realistic visual representation

of your design are contained in the View tab.
6. Inventor includes a variety of background environments

with imaged-based lighting schemes. This makes it easy
to create photo-realistic scenes of your final product in
actual environments.
3. Inventor provides enhanced controls for shadows and To activate the different environments:
reflections of your model right within your graphics Click the Default Environment and a list will appear.
n
window.
To activate shadows and reflections:

n On the Appearance tab, click Shadows.
n On the Appearance tab, click Reflections.
4. To change the camera perspective:

On the Appearance tab, click Orthographic and change it
n Choose one of the Environments from the list.
to Perspective.

3. Styles control the appearance of annotations in the
9. Drawings drawing. Styles are stored in external libraries to enable
sharing of standards on a project or company basis. Style
In this part of the test drive you review the styles associated setup and management is beyond the scope of this test
with a drawing, and add new text and dimension styles to drive but you will add new styles to the current drawing.
your drawing. You then add drawing views of a subassembly These new styles could then be exported to a library
and one of the parts. Finally, you annotate the views to where other users could import and use them in their
document your design. drawings.
n On the Manage tab, Styles and Standards panel,

click Styles Editor.
The default Drafting Standard style is ANSI (mm). Think

of this as the top-level style in a hierarchy. The other
styles such as text and dimension styles are child styles
of the Standard style. Styles control text and dimension
settings, in a similar fashion to AutoCAD® styles.

4. In the Style and Standard Editor dialog box:
n Expand Text in the styles list.
Create a New Drawing and Define Styles
n Click Note Text (ANSI).
Next, you create a new drawing and review the styles that
control the appearance of drawing annotations. You add a The settings for this style are displayed in the Editor.
new text style and dimension style to the drawing.
1. To start a new file:

n On the Quick Access bar, click New.
n Double-click the ANSI (mm).dwg template.

n Enter a name of Adjust_Assy.
5. To create a new text style:
n Click Save.
n Click the New button at the top of the Style
and Standard Editor.
n Enter Test Drive Text as the name of the new text style.
n Click OK in the New Style Name dialog box.

6. The new text style is created, selected, and added to the 10. To modify the units:
list of styles. To edit the values for the new text style:
n Click the Units tab.
n Select Verdana from the Font list. n Select 1.1 from the Precision list in the Linear section.
n Enter 4 mm in the Text Height edit box. n Click Save.
n Click the Bold button next to the Text Height edit box.
n Click Save.
7. Each Standard Style includes a number of predefined

dimension styles. You can edit these styles, or create a
new dimension style from an existing style and edit its
settings. To add a dimension style:
n Expand Dimension in the Styles list.

n Click Default - mm (ANSI).
n Click New.
n Enter Test Drive Dimensions as the name of the
new dimension style. 11. Examine the information on the other tabs. The Notes
and Leaders tab provides tools to create custom hole
n Click OK to create the new style. notes. Hole parameters from the model are included in
the hole note, providing an associative link between the
model and the drawing hole note.
12. Styles are mapped to annotations through the Object

Defaults style. Next, you change the default style for
linear, radial, diameter, and angle dimensions for the new
dimension style.
8. To edit the dimension style: n Expand Object Defaults in the styles list.
n Verify that Test Drive Dimensions is selected from n Click Object Defaults (ANSI-mm).
the Dimension list.
n Select Dimension Objects from the Filter list.
n Click the Text tab.
n For Angle Dimension, select Test Drive Dimensions
n Select Test Drive Text from the Primary Text Style list. from the drop-down list in the Object Style cell.
n Under Orientation, click the Aligned dimension tool
and select the Inline - Horizontal option.
n Under Orientation, click the Vertical dimension tool

and select the Inline-Horizontal option.
13. Continue to assign styles to the object default style:

n Select Test Drive Dimensions as the default
Object Style for Diameter Dimensions, Hole Note,
Linear Dimensions, and Radial Dimensions.
n Click Save.
9. You can control dimension and extension line settings n Click Done.
from the Display tab.
n Click the Display tab.

n Enter 9.00 mm in the Spacing (D) edit box.
n Enter 12.00 mm in the Part Offset (E) edit box.

14. Next, you place an exploded view from a presentation 18. In the browser or graphics window, right-click the Parts
file. You then create a parts list based on this view, and List and click Edit Parts List. From the Parts List dialog
balloon the components in the view. box, you can:
n On the Place Views tab, Create panel, click Base View. n Add and remove columns that link to model
property values.
n Expand and contract subassemblies to display a

hierarchical parts list.
n Sort the parts list by column.

n Add user-defined custom rows for assembly
components such as fluids.
15. To place the exploded view on the drawing sheet:
n Modify the layout of columns in the parts list.
n Click the Open an Existing File tool to the right of the
File edit box. n Format column values.
n Select Presentation Files (*.ipn) from the Files of

type list.
n Select LinkAdjust_For_Drawing.ipn from the File list,

and click Open.
n Select 2:1 from the Scale list. 19. In the Parts List dialog box:
n Select Iso Top Right from the Orientation list. n Click the Column Chooser tool.
n Click on the sheet to place the drawing view of the n Select Vendor from the Available Properties list.
exploded assembly.
n Click the Add tool to add a Vendor column to the
parts list.
n Click OK.
Note: The entries in each column reflect the current

value of the associated model property. You can override
any cell with black text. Cells with red text cannot be
16. On the Annotate tab, Table panel, click Parts List changed.
20. To edit columns:

n Right-click the Part Number column header and
click Column Width.
n Enter 45 in the Column Width edit box, and then

click OK.
17. To create a parts list based on the exploded assembly view:
n Change the width of the Description column to 60.
n Click inside the exploded view boundary.
n Change the width of the Vendor column to 45.
n Select All Levels from the Level list.
n Right-click the Item column header and click
n Click OK in the Parts List dialog box.
Format Column.
n Click OK in the BOM View Disabled dialog box.
n Click the Left Justification tool for Value alignment,
n Click the top right corner of the drawing sheet border and then click OK.
to place the default parts list.

21. To display subassembly hierarchies: 25. In the Auto Balloon dialog box:
n Click the plus signs in the far left of each of the n Click the Horizontal option under Placement.
two rows representing the MaleEnd and
n Enter 30.00 mm in the Offset Spacing edit box.
FemaleEnd subassemblies.
n Click the Select Placement button.
n Click OK to update the parts list.
n Click above the drawing view to preview the
balloon placement.
n Click OK to place the balloons.
22. To add rows to the parts list to account for nonmodeled

components:
n Edit the parts list.

n Right-click the row header (gray box) next to the last
item in the parts list.
n Click Insert Custom Part.

n Enter 0.1 ml in the QTY cell.
n Enter Anti-Seize in the Part Number cell for the
new item 4.
n Enter XT Slick in the Description cell. 26. Drag the balloon arrows to more appropriate edges on
the parts.
n Click OK.
23. To complete the assembly drawing, you add balloons

corresponding to the item numbers in the parts list.
Autodesk® Inventor® includes both a single balloon tool,
and an Auto Balloon tool to generate balloons for each
component in the assembly with a matching visible line in
the parts list.
n On the Annotate tab, Table panel, click Auto Balloon.

27. To add a balloon for the anti-seize compound:
n Right-click the balloon for the JamNut, and click Attach
Balloon from List.
n Place a checkmark in the box next to the Anti-Seize

custom part.
n Click OK.
n Without clicking, move the cursor around the existing
balloon until the new balloon is previewed at the
3 o’clock position next to the existing balloon.
n Click to place the custom part balloon.

Note: The Auto Balloon tool is accessed by click the
arrow below the Balloon tool.
28. The default title block on the sheet contains placeholders
for properties associated with the drawing. You can
24.To select components to balloon: modify the standard title blocks or create your own
n Click inside the exploded drawing view. from scratch. You can add placeholders for model
properties in place of, or in addition to the referenced
n Drag a window around all the parts in the drawing view. drawing properties.
n At the top of the browser, right-click Adjust_Assy and

click iProperties.
n Click the Summary tab.

n Enter Adjustor Assembly in the Title edit box.
n Click OK.
The title block reflects the change.
29. Save the file.

3. You can specify that a view shows hidden lines, has
10. Create Views on Multiple hidden lines removed, or is a shaded view. To modify a
Sheets view to be a shaded view:
n Right-click inside the isometric view border, but not on

You can create separate drawing files for each assembly a line or other entity inside the view.
component, or add additional sheets to the existing drawing,
and detail components within the same drawing document. n Click Edit View.
n Under Style, click the shaded (blue) icon, and then
click OK.
1. To create a blank sheet:
Right-click in the background of the browser, and click The isometric view changes to a shaded view of the post.
n
New Sheet. A blank sheet is created with the same
sheet size, border, and title block as the first sheet.
Tip: Double-click a sheet in the browser to activate it.
2. To place a base view of the part:

n On the Place Views tab, Create panel, click Base View.
n Click the Open an Existing File tool to the right of the
File edit box.
n Select Inventor Files (*.ipn; *.iam; *.ipn) from the Files

of type list.
4. To modify the view scale:
n Navigate to the ...\Workspace\Parts folder and select
Post.ipt and then click Open. n Right-click inside the projected view of the end of the
post, and click Edit View.
n Select 1:1 from the Scale list.
n Select the Toggle Label Visibility tool (1).
n Select Bottom from the Orientation list.
n Uncheck Scale from Base (2).
n Click on the left side of the sheet to place the view.
n Enter 2 in the Scale edit box (3).
n Enter BOTTOM VIEW in the View Identifier field.
n Uncheck Style from Base (4).
n Click the Hidden Line Removed style tool (5).
n Click OK to apply the view edits.
n Move the cursor below the first view and click to place
the view.
n Move the cursor to the right and above the original

view. An isometric projection of the original view is
previewed.
n Click to place the view.

n Right-click and click Create.
n After the views are created, click the border of the
isometric view and drag it to the top right corner of the
sheet.
5. The center section of the post has no detail so you create

a broken view to obtain some additional sheet real estate.
n On the Place Views tab, Modify panel, click Break.

6. To create a broken view: 9. To continue placing the section view:
n Click the base (first) view of the post. n Move outside the view boundary, and click when the
dotted line to the edge midpoint is still visible.
n Click just below the keyway in the base view.
n Click just above the slots in the base view. The view is n Move the cursor below the part. Ensure that a
changed to a broken view. You can edit the break perpendicular or parallel constraint symbol is visible.
through a context menu, or by dragging the break lines. This indicates the section line is vertical.
n Click outside the bottom of the view boundary.
7. To obtain information on the key seat and mounting

slot/hole at the base of the post, you create a section
10. To complete the section view:
view from the base view.
n Right-click and click Continue.
n On the Place Views tab, Create panel, click Section.
n Move the cursor to the right. A projected view
is previewed.
n Click to place the section view.
8. To create a section view:

n Click inside the base view (now a broken view).
n Move the cursor over the upper horizontal edge of the
post in the base view. Pause when a green dot indicates
the midpoint of the line. Do not click.
n Move the cursor above the edge. A dotted line implies

alignment with the edge midpoint.
11. Next, you create a detail view of the slot/hole in the

section view.
n Zoom in on the bottom of the section view.

12. To create a detail view:
11 - Add Annotations to the
On the Place Views tab, Create panel, click Detail.
n
Drawing
Autodesk Inventor drawing annotations take dvantage
of the information contained in the model. Dimensions,
notes, centerlines, and so on are all associative to the model
geometry. Changes to the model are automatically reflected
in the drawing views and annotations. In this section of the
13. To continue with the creation of a detail view: test drive you add a variety of common drawing annotations
to the drawing views.
n Click inside the section view.
n Click near the intersection of the post centerline and
a horizontal line approximately halfway along the 1. You can place centerlines on arcs, circles and on cylinders
length of the hole. This defines the center of the detail shown in elevation. You use a number of different
view circle. centerline annotation tools in the different views.
n Move the cursor outside the post, and click when the n Zoom in on the 2:1 scale view of the end of the post.
circle encompasses
2. To automatically place centerlines:

n Right-click the end view of the post.
n Click Automated Centerlines from the menu.
n Verify that Hole Features (1), Cylindrical Features (2),
and Circular Patterned Features (3) are selected.
n Click OK in the dialog box.
14. To place the detail view:

n A preview of the detail view is attached to the cursor.
n Click to the right of the section view to place the
detail view. 3. Drag the endpoints of the center mark on the large circle
Click and drag the detail circle text “B” outside the post to match the following image.
n
to modify its position.
n Click and drag the section view title away from the
detail circle.
4. To modify the display of the section line:

n Zoom in on the base view.
n Right-click the section line and click Show Entire
Line to remove the check mark. The section line is
less instrusive.
15. Save the file.

5. On the Annotate tab, Symbols panel, click Center Mark. 9. You can import model sketch dimensions into drawing
views and also add dimensions to the views with the
drawing annotation tools. The placed dimensions are
associative to the model. You can place baseline and
ordinate dimensions in addition to using the general
dimension tool. You can select a dimension style prior
to placing dimensions, or change the dimension style of
selected dimensions after creation.
n Zoom in on the base view.

n Right-click the base view and select Retrieve Dimensions.
6. To add center marks to individual arcs and circles:
n Click Select Parts in the Retrieve Dimensions dialog box.
n Right-click and click Extension Lines to remove the
check mark. The placed center marks will be a single n Select the model in the base view.
cross at the arc/circle center. n Click the arrow next to Select Dimensions in the
Retrieve Dimensions dialog box.
n Click the arc at the top of the key seat.
n Click the broken 162.0 dimension.
n Click the arc at the bottom of the key seat.
n Click OK.
n Click and drag the dimension until it is positioned with
the centerline and the dimension displays as a dotted line.
7. To create a centerline for the elevation view of a cylinder,

you use the Centerline Bisector tool.
n Zoom in on the Detail B view.

n On the Annotate tab, Symbols panel, click Note: The dotted lines indicate alignment with the
Centerline Bisector. centerline and the dimension offset you specified in the
Test Drive Dimensions dimension style.
10. To activate the general dimension tool:

n Zoom in on the key seat and keep the end of the first
dimension visible in the view.
n On the Annotate panel, Dimension panel, click Dimension.
8. To place a centerline bisector:

n Click the vertical edge on the left side of the hole.
n Click the vertical edge on the right side of the hole. 11. To place a dimension on the key seat and align it to the
n Right-click and click Done. first dimension:
n If desired, drag the endpoints of the centerline past the n Click the left edge of the key seat (click the line,
extents of the hole. not a vertex).
n Rub the cursor over the first dimension (do not click)
until a yellow dot is displayed.
n Click to place the dimension text midway along

the length of the key seat, and aligned with the first
dimension. The yellow dot implies alignment with the
‘scrubbed’ dimension.
n Click OK in the Edit Dimension dialog box if displayed.


12. To add a diameter dimension you leverage the dimensions 15. The Hole and Thread Note tool captures data from the
created during the modeling process, similar to placing model. You can create custom hole note templates in a
the broken dimension on the base view: dimension style for drilled, tapped, counterbored and
countersunk holes.
n Zoom in on the 2:1 scale view of the end of the post.
n Right-click the view of the end of the post and n On the Annotate tab, Feature Notes panel, click Hole
click Retrieve Dimensions. and Thread.
n Click Select Parts in the Retrieve Dimensions

dialog box.
n Click the part in the drawing view of the post end.

A preview of all available dimensions is displayed.
Alternately, you could select specific features to
preview available dimensions using the Select
Features option. 16. To place a hole note:
n Click the edge of the upper hole in the same view.
n Click the arrow next to Select Dimensions.
n Click to place the hole note as shown in the
n Click the diameter 25 dimension. following image.
n Click OK to place only the selected dimension
on the drawing view.
13. To dimension the bolt hole circle.

17. You can also edit individual dimensions and hole notes to
n On the Annotate tab, Dimension panel, click Dimension. add text or other information. To edit a hole note:
n Click the bolt hole circle. n Right-click the hole note text and click Edit Hole Note.
n Click to the upper left of the view to place the dimension. n Under Options, select Tap Drill.
n Click OK in the Edit Dimension dialog box if displayed. n Click OK.
The hole note now shows the tap drill information.
14. To add an angle dimension to the hole pattern:

n Click the centerline through the lower left hole.
n Click the centerline through the lower right hole.
18. You can customize the text for any dimension or hole
n Move below the post and click to place the note. To edit the hole note text:
angular dimension.
n Right-click the hole note text and click Text.
n Click OK in the Edit Dimension dialog box if displayed.
n Click at the beginning of the hole note placeholder.
n Select Left Justification
n Click and drag the view label to provide room
for the dimension. n Select Post from the Component list.
n Select Hole_Count (3.00 ul) from the Parameter list.
n Select 0 in the Precision list.
n Click the Add Parameter tool (1).

19. To complete the hole note: 23. To place the symbol:
n Click between the 3 and the <<>> placeholder. n Click a point on the outer diameter of the post.
n Enter X and a space. n Move the cursor outside the post and click to define
the leader endpoint.
n Click OK.
The additional text is not aligned with the hole note n Right-click and click Continue.
n Enter B as the datum text.
n Click OK.
20. To reposition the text on the sheet:

n Click on the hole note and drag it to the right.
The text justifies to the left when placed on the other
side of the leader.
24. Next, you add a feature control frame to the hole note.
n On the Annotate tab, Symbols panel, click Feature
Control Frame.
25. To place the feature control frame:

n Click a location below the hole note text.
n Right-click and click Continue.
n Click the GDT symbols and add text to match the
following image.
21. Next, you add a datum identifier. To modify the
dimension:
n Right-click the 25.0 diameter dimension and click

Options > Single Dimension Line.
n Drag the green dot at the horizontal jog of the

dimension line to match the following image.
26. To place the feature control frame:
n Click OK to place the feature control frame.
27. To complete the drawing:

n Click Zoom All on the Navigation Bar.
n Save the file.
22. To access the Datum Identifier Symbol tool:

n On the Annotate tab, Symbols panel, click the down
arrow to scroll through symbols (1).
n Click the Datum Identifier Symbol tool.
28. Close all open files.

6. In the Select Assembly dialog box:
Optional Exercise:
Verify that the LinkAdjust.iam file is selected.
Presentation Files n
n Verify that Manual is selected.
In this part of the test drive you create an exploded version n Click OK.
of the assembly model using the Presentation tools in Note: The LinkAdjust assembly file is automatically
Autodesk® Inventor®. You will add tweaks to assembly selected if it is the only open assembly file in Autodesk
components in order to create the exploded view, view Inventor. If it is not selected, click the Open an Existing
animations of the component tweaks, and use the Sequence File button next to the File field and choose the file. The
View to review tweak motion. assembly view is placed in its assembled state in the
presentation file.
7. To expand the display of the assembly components:

n Click the plus sign in front of Explosion1.
Create an Exploded Version of the Assembly n Click the plus sign in front of LinkAdjust.iam to expand
its display.
1. Open LinkAdjust.iam.
8. Next, you add tweaks to the presentation file that

will move the assembled components into an
unassembled state.
n On the Presentation tab, Create panel, click

2. Use the Orbit and Zoom tools to examine the assembly.
Tweak Components.
3. To start a new file:

n On the Quick Access bar, click New.
n Double-click the Standard (mm).ipn template.
9. In the Tweak Component dialog box:

n Verify that Direction is selected.
n Position your cursor over the shaft of the FemaleEnd
subassembly until the temporary Z axis aligns with the
axis of the component, as shown in the following image.
4. To save the file: n Click to accept the axis orientation.
n Enter a name of LinkAdjust_Presentation.
n Click Save.
5. On the Presentation tab, Create panel, click Create View.
The Components button becomes active in the Tweak

Component dialog box.

10. Click on the FemaleEnd and HeimBall components to 13. To add an additional tweak:
select them.
n Click the Translation transformation type.
n Enter 35 in the Tweak Distance field.
n Click Apply to create the tweak.
n Click the Clear button in the Tweak Component
dialog box to clear the component selection and
direction definition.
Tip: You can select components from either the browser

or the graphics window.
11. To move (tweak) the selected components:

The position of the FemaleEnd subassembly should
n Verify that the Z button is selected in the dialog box (1).
appear as shown in the following image.
n Enter 10 in the Tweak Distance field (2).
n Click Apply to create the tweak (3).
14. To add tweaks to the JamNut component:

12. To create a rotation tweak with the selected components:
n Click the Rotation transformation type (1).
n Position your cursor over the shaft of the MaleEnd
n Enter -2880 in the Tweak Distance field (2). subassembly until the temporary Z axis aligns with the
n Click Apply to create the tweak (3). axis of the component, as shown in the following image.
n Click to accept the axis orientation.
Note: The components will not appear as though

anything has changed. The -2880 degree increment
rotates the components exactly eight times. Later in the
test drive, you will group this tweak with the first one so
that it appears that the female end is being rotated into
place.

15. To add a tweak: 18. In addition to entering precise values in the Tweak
Distance edit box, you can also drag components in
n Click the JamNut component to select it.
the graphics window to position them. To tweak the
n Verify that the Z button is selected in the dialog box. HeimBall component:
n Click and drag the component in the graphics window
n Click Apply to create the tweak. to move the HeimBall below the MaleEnd subassembly.
The Tweak Distance field should read approximately -25.
n Click the Rotation transformation type.
n Enter -2880 in the Tweak Angle field. n Click Apply to create the tweak.
n Click Apply to create the tweak. n Click Clear in the Tweak Component dialog box.
Note: The component will not look like it has changed.
With the first translation and the rotational tweak
applied to the JamNut, the assembly should look similar
to the following image.
19. To specify a direction for the next tweak:

n Position your cursor over the circular edge of the
HeimBall component in the FemaleEnd subassembly
until the temporary Z axis aligns with the axis of the
component, as shown in the following image.
16. To add an additional tweak:
n Click the Translation transformation type.
n Click the Clear button in the Tweak Component
dialog box to clear the component selection and
direction definition.
The JamNut should be positioned approximately half-way

between the Male and Female End subassemblies.
Tip: When selecting the direction vector or changing the

vector that you want to move the component(s) along,
you can select the X, Y, or Z axis from either the Tweak
Component dialog box or select the axis from the tri-pod
in the graphics window.
20. In the Tweak Component dialog box:

n Click the HeimBall part to select it.
n Verify that the Z axis is selected.
17. To add tweaks to the two Heim Ball components:
n Click and drag the component in the graphics window
n Verify that Direction is selected. to move the HeimBall below the MaleEnd subassembly.
The Tweak Distance field should read approximately -25.
n Position your cursor over the circular edge of the
HeimBall component in the MaleEnd subassembly
until the temporary Z axis aligns with the axis of
the component. n Click Close.

n Click the HeimBall component to select it.
n Verify that the Z axis is selected.

21. Click Save. 27. Next, you will modify some tweak values.
n Expand FemaleEnd:1 and HeimBall12:1 in the browser.
22. Next, you will view and modify the animation. On the Note: The hierarchy displays tweaks nested below each
Presentation tab, Create panel, click Animate. component definition and their associated values.
23. To preview the animation:

n Change the Interval setting in the Animation dialog
box to 10.
n Click Apply.
n Click the Play Forward button and watch the animation.
n Click Reset when the animation is finished.
Tip: The interval setting adjusts the number of steps
that a component moves along a particular tweak. By
specifying a lower number, the animation is played faster. 28. To modify the tweak value:
n In the browser, click Tweak (25.000 mm) under
HeimBall12:1. An offset field is displayed at the bottom
24.Notice that there are a few items in the animation that of the browser.
need to be fixed. You will refine the animation through
the rest of the exercise. Begin by grouping the rotation n Enter 40 in the offset field.
tweaks that were created with a translation tweak. This
will give the threaded components the appearance of n Press ENTER.
being twisted into place. To group tweaks together: Note: Your value may be different than 25.000 mm
depending on how far you tweaked the component when
n Click the More (>>) button to expand the Animation dragging it in the graphics window in previous steps.
dialog box. The HeimBall component moves to its new position.
n Hold down the CTRL key and select Sequence

numbers 4 and 5.
n Click the Group button.

n Click the Apply button.
25. To group additional sequences:

n Repeat the step above to group Sequence numbers
6 and 7.
n Click Apply in the Animation dialog box.

Note: Verify that you select all four items labeled either 6 29. To modify the tweak applied to the other HeimBall
or 7 in the dialog box. component:
n In the graphics window, click the trail that is associated

26. To play the animation: with the vertical -25.000 mm tweak under HeimBall10:1.
n Click the more (<<) button to reduce the dialog box
to its original size. n Click and drag the green dot to move the HeimBall so
that it is approximately double the original distance.
n Click the Play Forward button to view the
modified animation. n Click anywhere in the graphics window to deselect
the trail.
n Click Cancel to close the Animation dialog box.
Tip: You can double-click a trail in the graphics window to

access the Tweak Component dialog box.

30. Click the Save tool. 35. To rename the tasks in the browser:
n Slowly double-click Task1 in the browser.
31. To complete the animation, you will add specific n Rename it to Insert Heim Ball.
viewing angles and descriptions to the animation using
n Rename Task2 to Attach Jam Nut.
functionality within a Sequence View.
n Rename Task3 to Attach Female End.
n Click the Browser Filters button at the top of the
browser (1).
n Select Sequence View from the menu.
36. To edit a task or sequence:

n Right-click Insert Heim Ball in the browser and
click Edit.
n Enter Insert Heim Ball components in the Description

The browser displays Tasks and Sequences for the tweaks
field under the Insert Heim Ball task.
that have been created.
n Click Apply.
32. To create additional tasks:
n Right-click Explosion1 in the browser.
n Select Create Task from the menu.

n Repeat the process to create one more task in
the browser.
37. You can specify specific camera angles to be set before

a sequence is animated. With the Edit Task & Sequences
dialog box still open, and Insert Heim Ball selected for the
Task and Sequence 1 selected from the Sequences list:
n Right-click the graphics window and click Home View.
33. To move sequences between tasks: n Click Set Camera in the Edit Task & Sequences
dialog box.
n Expand Task3 in the browser.
n Click Apply.
n Select Sequence1.
Note: This will specify that the presentation will
n Hold the CTRL key and select Sequence2.
begin from the Home View.
n Drag and drop them below Task1.
38. To add additional camera angles and task descriptions:
n Select Attach Jam Nut from the Task dropdown list.
n Enter Attach Jam Nut to Male End in the
Description field under the Attach Jam Nut task.
n In the graphics window, zoom in on the Jam Nut

and Male End components.
n Click Set Camera in the Edit Task & Sequences

dialog box.
n Click Apply.
34. Repeat the drag and drop process to move the following
sequences to the appropriate task:
n Sequences 3 and 4 to Task2.

n Sequences 5 and 6 should be in Task3.
Note: Adding tasks is not necessary, but is a way that
you can organize your presentation into a specific set of
assembly instructions.

39. To specify settings for the next task:
n Select Attach Female End from the task drop-down list.
n Enter Attach Female End to Male End in the Description
field under the Attach Female End task.
n Click Apply in the Edit Task & Sequences dialog box.

n Right-click in the graphics window and click Home View.
n Click Set Camera in the Edit Task & Sequences dialog box.
n Click Apply.
n Click OK to close the Edit Task & Sequences dialog box.
Note: The descriptions can be displayed when viewing an
AVI file that is created from the presentation in Windows
Media Player.
40. Click the Save tool.

41. To animate the tweaks:
n On the Presentation tab, Create panel, click Animate.
n Click the Play Forward button and watch the animation.
n Click Reset when the animation is finished.
Note: Notice the camera movements that you added to the
presentation.
42. To create a WMV file from your presentation:

n Reduce the graphics window to a size of your choice.
n Click the Record button in the Animation dialog box.
43. To save the animation:

n Enter My_LinkAdjust_Presentation in the Save As
dialog box.
n Select WMV Files (*.wmv) from the Save As Type field.

n Click Save.
n Select Windows Media Video 8 for Local Area
Network (100 Kbps) and click OK.
n Click the Play Forward button.

n Click Reset when the Animation is complete and
the dialog box is displayed.
n Click Cancel.
44. Save and close all files in Autodesk Inventor.
45. In Windows Explorer, navigate to the file location and

double-click the created file to view the video.

Conclusion
We hope you have enjoyed your 3D design experience. This test drive only scratches the surface of the full capabilities of
Autodesk® Inventor®.
The Autodesk Inventor product line provides a comprehensive and flexible set of software for 3D mechanical design, simulation,
tooling creation, and design communication that helps you cost effectively take advantage of a digital prototyping workflow to
design, visualize and simulate your products digitally before they are ever built. Inventor allows engineers to integrate AutoCAD
drawings and 3D data into a single digital model creating a virtual representation of the final product. Move beyond 3D and
develop a complete digital prototype of your product with Inventor. For more details, please visit us online at
www.autodesk.com/inventor.
The Autodesk Inventor Team
Autodesk supports products through Autodesk Authorized Resellers, industry experts who offer consultation, training,
support, and other related services to help meet your business needs. We encourage you to contact an Autodesk Authorized
Reseller or your local Autodesk representative to learn how Autodesk Manufacturing Solutions can help you get to market
faster and at a lower cost. To find an Authorized Autodesk Reseller in your area, call 800-964-6432 (United States and
Canada only) or visit our website at www.autodesk.com/reseller.

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Hands-on Test Drive

Includes Tutorial Material for AutoCAD® Users

The Autodesk Inventor Team

1 Autodesk Inventor 2014: Test Drive

Test Drive CD Contents

Installing the Exercise Data Files from the CD

2. Double-click the self-extracting archive setup.exe.

Completing the Exercises

2 Autodesk Inventor 2014: Test Drive

2. On the ribbon, Get Started tab, Launch panel, click Projects.

5. Click Done at the bottom of the Projects window.

By default, the exercises are installed in

3. If a Test Drive 2014 project does not appear in the

3 Autodesk Inventor 2014: Test Drive

n Open an assembly file and explore the UI and viewing tools.

The completed exercise

Create a Link Rod Component 3. To place a dimension:

A part file is opened with an active sketch on the XY

Note: To modify the dimension, you click the dimension

n Click a point in the graphics window to create

n Right-click in the graphics window and select Done.

4 Autodesk Inventor 2014: Test Drive

n Verify that a checkmark exists next to Edit Dimension.

Note: You can also set this behavior in the Application

8. On the Model tab, Modify panel, click Hole.

9. Select Concentric from the Placement list.

6. To create an Extrude feature:

Click OK to create the feature. the graphics window.

n Click the circular edge of the same face.

Note: The value of 50 mm will be modified later in the

The dialog box expands to display thread

5 Autodesk Inventor 2014: Test Drive

18. To specify an adaptive feature:

The adaptive symbol appears next to the

19. To save the file:

Next, you mirror the hole.

14. On the Model tab, Pattern panel, click Mirror.

15. To mirror a feature:

n Click the Mirror Plane arrow in the

n Expand the Origin folder in the browser

6 Autodesk Inventor 2014: Test Drive

A new part file is created with the sketch environment

6. To begin to insert AutoCAD data:

n In the browser, expand the Sleeve:1 subassembly.

The DWG Import Wizard is activated.

7. To preview the data contained in the AutoCAD file:

n Right-click the background of the drawing preview.

n Use the wheel-mouse to dynamically zoom

n Click and hold down the wheel-mouse to

n Zoom the preview so you can see the

3. Review the note and then on the

7 Autodesk Inventor 2014: Test Drive

n Click OK to create the extruded feature.

Note: The contents of the selected layers are displayed in

9. To import selected geometry:

13. To redefine the Home View:

10. To extrude a feature:

Note: When you select to view your model from the

8 Autodesk Inventor 2014: Test Drive

n Right-click and select Done.

15. To project geometry onto the active sketch:

n Right-click and click Done.

Note: When selecting the third point notice that a pair