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Inventor R10 Workbook

Autodesk

Southern Utah University www.suu.edu/cadcam

Richard Cozzens

PUBLICATIONS

SDC

Schroff Development Corporation


www.schroff-europe.com

www.schroff.com

Lesson 4

Introduction

This lesson will take you through detailed steps in creating a simple sketch that will be known as the L Shaped Extrusion.ipt. Several of the following lessons use this same part file to build on (using additional Inventor tools). Figure 4.1 displays what the L Shaped Extrusion.ipt part should like when this lesson is completed. In some cases, optional processes will be explained. Referenced illustrations will be used to help explain certain processes and to compare results. It is important that you complete and understand every step in this lesson; otherwise, you will have difficulties in future lessons where much of the basic instruction will not be covered (it will be assumed that you know it). The concepts taught in these steps will give you the tools to navigate through the basics of the 2D Sketch Panel. This lesson covers only a few of the tools available in the 2D Sketch Panel. The following lessons will cover additional 2D Sketch Panel tools. Using Inventor in the Windows XP environment allows multiple methods of accomplishing the same task. Although not all of the options are explained, you are encouraged to explore all of the options.

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Creating a Sketch

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Figure 4.1

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4.2

Lesson 4

Objectives

The objective of this lesson is to introduce you to a few select tools found in the 2D Sketch Panel. The review questions and exercises at the end of this lesson are directly tied to the list below: Provide opportunities to practice and review the information presented in the previous lessons. Review how to Start Inventor. Show the user how to start a new Inventor part (*.ipt). Show the user how to select a sketch plane if the default selection is not set. Show the user how to use the Line tool found in the 2D Sketch Panel. Show the user how to switch between Expert Mode and Beginner Mode. Show the user how to create simple sketch geometry using exact input mode and sketch mode. Show the user how to apply basic Dimensions/Constraints to the sketch. Show the user how to modify existing Constraints. Show the user how to modify existing lines using the Trim tool. Show the user how to Exit the 2D Sketch Panel. Show the user how to Extrude a 2D sketch using the Part Features Panel. Show the user how to Save the newly create file. Show the user how to Exit Inventor.
Figure 4.2

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2D Sketch Panel Tools


By default there are 25 tools found in the 2D Sketch Panel (Figure 4.2). The first section contains seven tools that are used to create some type of 2D Sketch geometry (Figure 4.2 and 4.3).

Creating a Sketch

4.3

Figure 4.3

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Figure 4.4

Select the arrow to expand tool options as shown in Figure 4.4.

Steps to Accessing Additional Sketch Tools

Some tools have an arrow located at the right of the tool icon. The arrow is an indication that there is more than one variation of that particular type of tool. To display the additional tool options (as shown in Figure 4.3 and 4.4) complete the following steps: 1.) Move the cursor over the small arrow (pointing down) that is to the right of the tool icon, in this case the Line tool. 2.) Select the arrow. This will bring up a small window that will display the additional related sketch tools as shown in Figure 4.3 and 4.4. 3.) To select one of the additional tools move your cursor to the desired tool icon and select it. 4.) This will make the newly selected tool the default tool for the additional tool bar. The 2D Sketch Panel only appears when you are in the 2D Sketch Panel function. When the tool is highlighted the tool is on. This particular tool bar changes depending on what other 2D Sketch Panel tool is currently selected. For example, if you select the Two point rectangle tool from the 2D Sketch Panel tool bar you will notice the 2D Sketch Panel will look similar to what is shown in Figure 4.4. The tool bar allows you to type in specific values for the element you are creating. Figure 4.4 is prompting for the Horizontal and Vertical location of the first corner of the Rectangle. Select some of the other tools and observe what different options the 2D Sketch Panel tool bar prompts you for.

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4.4

Lesson 4

Additional Tools in the 2D Sketch Panel Tool Bar Tool Name

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Tool Definition
Mirror Tool Rectangular Pattern Tool Circular Pattern Tool Offset Tool

Creates a mirror image of existing geometry by using a mirror line.

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General Dimension Tool Auto Dimension Tool Extend Tool Trim Tool Move Tool

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Rotate Tool Constraint Tool Show Constraints Tool Project Geometry Tool Parameters Tool

Creates a rectangular pattern using existing geometry by specifying number of entities in each direction and spacing between entities. Creates a circular pattern using existing geometry by specifying the center of the pattern and selecting geometry to create the pattern. Copies existing geometry to a specified location. Used to dimension geometry to exact specifications. Used to dimension geometry automatically. Dimensions can also be edited similar to using the General Dimension Tool. Used to extend the length of existing geometry. Used to trim or shorten the length of existing geometry. Used to move existing geometry. Used to rotate existing geometry. Creates constraints for existing geometry. Clicking on the drop down arrow reveals all possible constraints available. Used to show existing constraints. Used to project existing geometry on to a new work plane. Used to identify specific parameters of existing geometry.

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Creating a Sketch

4.5 Insert AutoCAD file Tool Create Text Tool Used to insert previously created geometry from AutoCAD into Inventor. Used to create text in Inventor files. Used to insert images into Inventor files.

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Insert Image Tool Edit Coordinate System Tool

Used to Edit the Inventor Coordinate System.

Creating a Simple Part Using the 2D Sketch Panel

You are now going to use the tools just introduced to you to create an L Shaped Extrusion. The part is referred to as an L Shaped Extrusion because its profile or shape is similar to an upper case letter L. When you complete all of the steps in this lesson, the result should look similar to the part shown in Figure 4.1. If you are not able to finish all of the steps in this lesson in one session, you can jump to Steps 12 and 13, which cover saving and exiting Inventor. This will allow you to save your work for your next session.

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1 Start Inventor
From the NT Desktop, double click on the AutoDesk Inventor icon. If a short cut does not exist on the desktop, you will need to click on Start, Programs, and locate Inventor using the mouse. When Inventor is located, use the mouse to left click on Inventor once. Be patient, it may take a few moments to bring up the Inventor start logo and the actual Inventor program. Inventor by default will start in the Template Dialog Box as shown in Figure 4.5. If Inventor does not start with the Template Dialog Box automatically, click on the white piece of paper icon located directly underneath File.

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4.6

Lesson 4

Figure 4.5 (Template Dialog Box)

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Figure 4.6

2 Selecting the Appropriate Template


2.1

Select the English tab. This will bring up several different templates such as ANSI (in).idw, Standard (in).ipt, Standard (in).iam, etc. The text in the parentheses indicates inches (in). Select the Standard (in).ipt icon function as shown in Figure 4.6. This will cause the 2D Sketch Panel to appear. Your screen should look

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2.3

similar to Figure 4.7. If your screen does not look similar to Figure 4.7 you may need to activate some additional tool bars. Make sure the Panel Bar, Browser Bar, and the Standard Bar are active. To activate any of these toolbars, go to View, Toolbar, and place a check next to all three toolbars.

NOTE: Units can be changed in a current drawing by moving the cursor to the top of the screen and clicking on Tools, Document Settings, and Units.

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Creating a Sketch
Figure 4.7

4.7

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Creating Geometry Using the 2D Sketch Panel Tools


3 Creating Line 1

Complete the following steps to create Line.1. 3.1

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Select the Line tool from the 2D Sketch Panel menu. The Line tool allows for successive line creation. The End Point for one line and the Start Point for the next line require only one selection. The connected lines will continue to be created with every point selected until you right click and select Done. You will be prompted to Select Start of Line, drag off endpoint for tangent arc. After selecting a Start Point you will be prompted down at the lower left corner of the screen, to select an End Point. Move your cursor to the center of the sketch area and click the left mouse button once. After you have specified the starting endpoint of the line, drag the mouse up vertically. This will create a vertical line. When the line is exactly vertical, a small white symbol (a short line) will appear indicating that the newly created line is constrained vertically. Drag the mouse up vertically and click the left mouse button once. Then right click and select Done.

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Lesson 4 NOTE: Connecting entities together is accomplished by using the snap tool. Inventor automatically uses the Snap tool. The Snap tool is a green dot that appears when connecting one entity to another. All entities must be connected creating a closed profile. The green dot signifies the point being selected is the end point of another entity. This will link the two entities together.

4 Creating Line 2

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Figure 4.8

To create the second line, click on the Line tool. Use the Line tool to create Line.2. This will create the bottom horizontal line as shown in Figure 4.8.

Line.1

5 Creating Lines 3, 4, 5 and 6

To create the third line, click on the Line tool. Use the Line tool to create Line.3. This will create the short vertical line as shown in Figure 4.9. Continue to Figure 4.9 create lines 4, 5 and 6 as shown in Figure 4.9. Extend Line.6 (the top line) past the endpoint of Line.1 so it will need to be trimmed as shown in Figure 4.10.

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Line.2

Line.3

NOTE: If you make a mistake when creating one of the lines you can use the Undo tool . The Undo tool is located at the top of the screen. The Undo tool allows you to undo multiple steps. Another option for removing a mistake is deleting it. This can be done moving the cursor over the line causing it to turn red and right clicking on the line. This will cause a menu to appear. One of the options is Delete. Select Delete to erase the line.

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The profile of the L Shaped Extrusion is now complete, or is it? Extending the last line past Line.1 does not close the profile properly. If you were to exit the 2D Sketch Panel at this point and try to extrude the profile, you would get an error because Line.6 is over running Line.1. To fix this problem select the Trim tool and select the portion of Line.6 that you want to trim. You will notice the selected portion of the line turns red and becomes dashed (highlighted). Inventor is showing which line it is going to trim. Once the line turns red and becomes dashed, click the left mouse button once. Line.6 is automatically trimmed to the endpoint of Line.1. Reference Figure 4.10 for line selection and Figure 4.11 for final result after Trim.
Figure 4.10 Line.6 Figure 4.11 (Line.6 after trim)

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Line.1

6 Modifying the Profile Using the Fillet Tool


The Fillet tool is located in the 2D Sketch Panel. This tool modifies existing entities; in this case, it will put a specified radius in the place of a square corner. Lesson 4 will discuss the advantages and disadvantages of creating Fillets in the 2D Sketch Panel. The following instructions take you through the process of creating Fillets. 6.1 6.2 Select the Fillet tool.

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For this exercise select Line.4. Reference Figure 4.12. For this exercise select Line.5. Reference Figure 4.12.

The command prompt at the bottom left hand area of the screen will prompt you with the following: Select lines or arcs to fillet.

6.3 6.4 6.5 6.6

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The next command prompt will ask you to Select lines or arcs to fillet.

You now have a radius for that Corner. Your part should now look similar to the part shown in Figure 4.12. If your radius dimension does not match the one shown below it is ok, it will be modified later.

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Figure 4.12 (Sketch with Corner added)

Lesson 4

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New Fillet

Line.5

Line.4

NOTE: The Fillet will have a dimension with a value attached to it. The value is the radius of the Fillet you just created. Step 18 (modifying the dimensions/constraints) will supply us with the tools to make this radius exact. Lesson 4 will explain a method of creating a Fillet (radius) on a solid in the Part Features Panel.

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7 Dimension the Profile


There are several reasons why you would want to constrain your profile. One reason is that you or any one else could accidentally select a line and move it out of position (as you experienced in Step 17). Dimensions help to keep the required relationships between the entities that make up the profile. There are two methods of dimensioning a part in Inventor. The first, known as General Dimension, allows dimensions to be created manually. The other method, Auto Dimension, creates the dimensions for you. 7.1 Select the General Dimension tool.

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7.2 Select the line and/or other geometry to be dimensioned. The geometry will turn red indicating it has been selected. Move the cursor away from the element selected and notice the newly created dimension. Position the dimension in the desired position and click to drop. 7.3 If the location of the dimension is not satisfactory, reselect the dimension by double clicking on it and drag and drop it at the desired location. 7.4 To edit the value of the dimension, move the cursor over the dimension causing it to turn red. Single click on the dimension, this will cause the Edit Dimension

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Creating a Sketch

4.11

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Figure 4.13 Figure 4.14

dialog box to appear as shown in Figure 4.13. This window shows the existing value for the dimensioned geometry. This value can be edited by typing the new value over the existing value. Then select OK or hit the Enter key. The entity linked to the Dimension will automatically be updated to the new value.

If the dimension is between two different entities, such as lines, select the first line and then the second line. Inventor will dimension the distance between the two entities. For this lesson, dimension your L Shaped Extrusion similar to the one shown in Figure 4.14.

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7.5 Auto Dimensioning the profile

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This method accomplishes the same task as the General Dimension tool as explained above, except that the Auto Dimension tool can be much quicker (automatic). Once you select the Auto Dimension tool, Inventor will bring up the Auto Dimension dialog box prompting you to select which entities you want to dimension/constrain. Figure 4.15 shows what the Auto Dimension dialog box looks like. You can select one entity at a time, multi-select or select only a few specific entities that you want constrained by selecting the Curves option. After making your selection select Done located at the bottom of the Auto Dimension dialog box. The entities selected will show a dimension

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Lesson 4 attached. Getting complete control of this tool will take some practice and patience. If you feel brave, use this tool to constrain your L Shaped Extrusion and see if you get the same results shown in Figure 4.14.
Figure 4.15

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7.6

Show Constraints tool

To use this tool you have to select the Show Constraints tool. Move the cursor over one or more entities causing them to turn red. A small box shown in Figure 4.16 will appear. This box will contain all the possible Constraints that apply to the entities selected. For example, if you selected a line you could apply the Perpendicular Constraint as shown in Figure 4.17. Other relationships between entities can be established using this tool. Figure 4.17 illustrates how Inventor is preparing to set a Perpendicular Constraint between the two lines that appear in red. This is done by clicking on the Perpendicular icon (shown with the red box around it).

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Creating a Sketch

4.13

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Figure 4.16

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Figure 4.17

4.14 7.7 7.8 7.9

Lesson 4 Now select the select both the bottom lines of the base leg of the L Shaped Extrusion (Lines 2 and 4). Select the Parallelism box by clicking on the parallel icon.

Inventor has now constrained the two bottom lines to be parallel.

NOTE: The only way to really get complete control of this tool is to use it, experience it and dont be afraid to make a few mistakes (thats why there is an Undo button).

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8 Over-constraining the Profile Not a Good Thing!


It is possible to over-constrain a profile in the 2D Sketch Panel. When you overconstrain the profile Inventor will inform you that you have a problem. The Inventor definition of over-constraining is putting two different Constraints on one or more entities. The two Constraints can be correct individually, but collectively have conflicting values. When an over-constrained condition exists Inventor will cause the over-constraining dialog box to appear as shown in Figure 4.18. To gain a full understanding of the over-constraining condition, try to dimension the two lines that form a 90 degree angle; the bottom line and left side of the part.

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Figure 4.18

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By attempting the above mentioned procedure, Inventor will create a Driven Dimension which can not be edited by clicking on it as with other dimensions. Driven dimensions will have parenthesis around them indicating they are driven dimensions. Remember, an Over-constraint condition is not a good thing. The easiest way to get out of the over-constrained condition is to Undo or Delete the last Constraint created which caused the over-constrained condition. You must reconsider which Constraints are necessary to accomplish what you want. In the case of the L Shaped Extrusion, you are creating the Constraints that are used to maintain the specified dimensions. If your profile is not over-constrained, you are ready to move

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Creating a Sketch

4.15

on to the next step. An over-constrained condition should not exist if the instructions were followed.

9 Exiting the 2D Sketch Panel

If your L Shaped Extrusion is similar to the one shown in Figure 4.17, you are ready to move the profile into the 3D world, the Part Features Panel. As a reminder, the following condition will not allow you to successfully extrude your profile once out of the 2D Sketch Panel. Inventor will extrude the sketch to a surface but it will not be a 3D solid. 9.1 An unclosed profile as shown in Figure 4.19. Notice the profile has a gap in it.

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Figure 4.19 (A profile that cannot be extruded into a 3D solid.)

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unclosed profile

You can exit the 2D Sketch Panel with your profile in the above condition, but Inventor will not extrude the profile into a three-dimensional (solid) part. If you are ready to exit the 2D Sketch Panel, right click anywhere in the work area to make sure you do not have any commands active, if you do, right click anywhere in the work area and select Done [ESC]. Now, right click anywhere in the work area select Finish Sketch. You will notice that you are no longer in the 2D Sketch Panel. Finally, right click again and select Isometric view.

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NOTE: The 2D Sketch Panel grid disappears. The tools in the left hand tool bar will change as shown in Figure 4.20. The part is now viewed in Isometric. Inventor will extrude any sketch that contains multiple profiles that are not connected as long as each profile is closed on itself.

If your screen looks similar to Figure 4.20, you are now in the Part Features Panel and ready to go to Step 10.

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Figure 4.20

Lesson 4

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10 Extruding the Newly Created Profile Using the Extrude Tool

This step will put your newly created profile of the L Shaped Extrusion to the test. This is where you find out if there are any problems with your profile sketch created in the 2D Sketch Panel. Click on Extrude from the Part Features Panel. Because there is only one profile to extrude, Inventor provides a preview of the extrusion without requiring you to select the profile. Once drawings become more complex, you will have to select the profile before specifying any information concerning the extrusion process. Once Inventor provides a preview of the extrusion, you are ready to provide specific information about the extrusion process. At this point, your screen should look like Figure 4.21.

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Creating a Sketch
Figure 4.21

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First, you need to select the side of the profile you want to extrude from. Either extrude the profile from the back, from the front, or from the center. Each one of these choices is previewed by selecting the icons with the arrows located just above the OK button as illustrated in Figure 4.22. Select each icon to see what different extrusion options are available. The Distance and length of the extrusion are located under Extents. Type in 12 in for the length and click OK.
Figure 4.22

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Lesson 4 Inventor should have created a three-dimensional part (solid) from your sketch. Your L Shaped Extrusion should look similar to what is shown in Figure 4.23.

Figure 4.23

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11 Chamfering the Newly Extruded Profile Using the Chamfer Tool
Click on the Chamfer tool in the Part Features Panel. This will cause the Chamfer dialog box to appear (Figure 4.24).
Figure 4.24

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11.1 Notice that the OK button is not active. This is because no edges have been specified yet. 11.2 Select the line as shown in Figure 4.25.

Creating a Sketch
Figure 4.25

4.19

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11.3 Once you select an edge for Inventor to chamfer, the OK button in the Chamfer dialog box will become active. Type in .075in for distance and click OK. 11.4 Your screen should look similar to Figure 4.26.

Figure 4.26

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Lesson 4

11.5 One nice feature of Inventor is the Rotate tool. Click on the Rotate icon located in the top tool bar to view the L Extrusion part at any angle.

11.6 A white circle will appear around the part. Click anywhere inside the white circle. While holding the left mouse button down, move the cursor around. Notice that the part is attached to the cursor. The part can now be viewed from any angle. 11.7 Another nice feature of Inventor is the animated rotate feature. To watch the L Extrusion rotate freely, click inside the white circle. While holding the left mouse button down, hold the Shift key down at the same time and drag the cursor to the right and release the left mouse button while the cursor is still in motion. Left click once to end this and go back to the white circle. To exit completely, right click and select done. 11.8 Dont be afraid to practice this sequence of commands; it will take some time to master.

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12 Saving the Newly Created L Shaped Extrusion

You can stop what you are doing at any time and save the file you are working on. Before saving and exiting make sure you have finished all operations you have started. Inventor will only perform the Save operation Figure 4.27 in the Part Features Panel. If you save and/or exit in the middle of an operation, the operation will not be saved. Inventor allows you to name the file as you wish. The file extension will be named *.ipt. 12.1 Select File from the top tool bar. 12.2 Select Save (Figure 4.27).

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12.3 In the Save As window, select the directory you want the Inventor Part to be Saved in as shown in Figure 4.28.

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12.4 In the same window, type in the File name. For this lesson, save the file as L Shaped Extrusion. 12.5 Notice Inventor will automatically give the file the extension *.ipt. 12.6 If everything is the way you want it in the File, Save window, select the Save button.

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Creating a Sketch
Figure 4.28

4.21

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13.3 Select Exit at the bottom of the pull down tool bar. NOTE: Remember the file name and the directory you saved it to, you will need it for Lesson 3.

13 Exiting Inventor

To exit Inventor, complete the following steps. 13.1 Be sure you saved the newly created part. If you have made changes to the part that were not saved, Inventor will prompt you to save when exiting.

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Summary

13.2 Select File from the top pull down tool bar as shown in Figure 4.27.

13.4 If the part was previously saved, Inventor will shut down and your computer will go back to the NT Desktop. As described above, if some changes were made to the Inventor without being saved, Inventor will prompt you to Save before allowing you to exit to the NT Desktop.

If you are not use to the concepts of the 2D Sketch Panel and parameterized entities this can be a difficult lesson, a lot of people struggle with it. It is not difficult, it is just different! It is critical that you get comfortable with these two concepts before moving on to the next lesson. After you spend enough time using this process you will learn to appreciate the power these concepts possess.

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Lesson 4

Review Questions

After completing this lesson you should be able to answer the questions and explain the concepts listed below. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. What is the definition of a Dimension or Constraint?

Does Inventor require Dimensions/Constraints to create a profile in the 2D Sketch Panel? What is meant by an unclosed profile? (T or F) Unclosed profiles can be extruded into a 3D solid using the Extrude tool. (T or F) Files can be saved while in the 2D Sketch Panel. (T or F) Over-constraining a profile is a good thing! Explain your answer to question 6.

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What is the advantage of closing a profile?

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Explain how you would change the Inventor units of measurements. Can a drawing be viewed in Isometric while using the 2D Sketch Panel? What is the advantage of Constraining a profile in the 2D Sketch Panel? How do you modify a Constraint?

How do you exit the 2D Sketch Panel and enter the Part Features Panel? Where are all of the tools or icons located in the 2D Sketch Panel?

What tool in the Part Features Panel is used to extrude a profile created in the 2D Sketch Panel? The actual process of extruding a profile adds what branch to the Browser Bar? List five types of Constraints.

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Can a Sketch have more than one profile?

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Creating a Sketch 19.

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20.

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While in the 2D Sketch Panel and using the mouse, how would you move (pan) the profile around the screen? When you are connecting one end point of a line to another, how does Inventor let you know you are Snapping to the existing end point?

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Lesson 4

Practice Exercises

Now that your Inventor tool box has some tools in it, put them to use on the following practice exercises. The shapes are simple and can be completed in one sketch. The dimensions represent the constraints you are to use in the 2D Sketch Panel. The first practice exercise has suggested steps to complete the task along with some helpful hints. Each subsequent practice exercise contains less suggested steps and helpful hints. By the last practice exercise you will be on your own! Each practice exercise has a name to use when saving the exercise. It is critical that you use the suggested name so you can find the correct file name if it is used in a later lesson. Good luck! 1. Using the 2D Sketch Panel and the other tools covered in Lesson 1, create the following profile and extrude to the dimensions shown below. When completed, save as Lesson 4 Exercise 1.ipt.

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Suggested Steps:

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a. Enter the 2D Sketch Panel. Reference Step 2 if necessary. b. Sketch the profile of the part. Hint: use the Line tool. c. Constrain the profile to match the dimensions shown above. Reference Step 7 for constraining a profile. d. Exit the 2D Sketch Panel, return to the Part Features Panel (the 3D environment). Reference Step 9 for exiting the 2D Sketch Panel and entering the Part Features Panel. e. Once in the Part Feature Panel, extrude the profile to the dimension shown (2). Reference Step 10 for extruding a profile. f. When completed, save as Lesson 4 Exercise 1.ipt. Reference Step 12 for saving a file.

Creating a Sketch 2.

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This part (profile) should be straightforward. This would be a good exercise to try different methods of constraining and testing the results. When completed, save as Lesson 4 Exercise 2.ipt.

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3. This practice exercise should challenge you. For this part, use radius values, not angles. When completed, save as Lesson 4 Exercise 3.ipt.

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Lesson 4 This will give you more practice with the Line, and Fillet tools in the 2D Sketch Panel. Use the Fillet tool located in the 2D Sketch Panel. When completed, save as Lesson 4 Exercise 4.ipt.

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5. This exercise will give you some practice using the Line and Circle tools. When completed, save as Lesson 4 Exercise 5.ipt.

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Creating a Sketch 6.

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Part is .50 thk

This will give you more practice using the Line and Fillet tools. When completed, save as Lesson 4 Exercise 6.ipt.

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7.

HINT: Use the Line tool first to sketch the profile using sharp corners (no radius). Once it is constrained to the dimensions above go back and add in the radii using the Fillet tool.

This practice exercise is a little bit more challenging; see what you can do with it. When completed, save as Lesson 4 Exercise 7.ipt.

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Lesson 4

NOTES:

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