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CATIA: Introduction for Managers and Reviewers Version 5, Release 21 Student Guide Revision 1.0 January 2014 Sample provided by ASCENT for review only All copying and reuse strictly forbidden.

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  • CATIA: Introduction for Managers and Reviewers

    Version 5, Release 21

    Student Guide

    Revision 1.0January 2014

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  • ASCENT - Center for Technical KnowledgeCATIA: Introduction for Managers and Reviewers

    Version 5, Release 21, Revision 1.0

    ASCENT - Center for Technical Knowledge is a division of RAND Worldwide Inc., providing custom developed knowledge products and services for leading engineering software applications. ASCENT is focused on specializing in the creation of education programs that incorporate the best of classroom learning and technology-based training offerings.

    We welcome any comments you may have regarding this training manual, or any of our products. To contact us please email: [email protected].

    ASCENT - Center for Technical Knowledge, 2014

    All rights reserved. No part of this manual may be reproduced in any form by any photographic, electronic, mechanical or other means or used in any information storage and retrieval system without the written permission of ASCENT, a division of RAND Worldwide, Inc.

    CATIA is a registered trademark of Dassault Systmes.

    GENERAL DISCLAIMER: NOTWITHSTANDING ANY LANGUAGE TO THE CONTRARY, NOTHING CONTAINED HEREIN CONSTITUTES NOR IS INTENDED TO CONSTITUTE AN OFFER, INDUCEMENT, PROMISE, OR CONTRACT OF ANY KIND. THE DATA CONTAINED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY AND IS NOT REPRESENTED TO BE ERROR FREE. ASCENT, ITS AGENTS AND EMPLOYEES, EXPRESSLY DISCLAIM ANY LIABILITY FOR ANY DAMAGES, LOSSES OR OTHER EXPENSES ARISING IN CONNECTION WITH THE USE OF ITS MATERIALS OR IN CONNECTION WITH ANY FAILURE OF PERFORMANCE, ERROR, OMISSION EVEN IF ASCENT, OR ITS REPRESENTATIVES, ARE ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, LOSSES OR OTHER EXPENSES. NO CONSEQUENTIAL DAMAGES CAN BE SOUGHT AGAINST ASCENT OR RAND WORLDWIDE FOR THE USE OF THESE MATERIALS BY ANY THIRD PARTIES OR FOR ANY DIRECT OR INDIRECT RESULT OF THAT USE.THE INFORMATION CONTAINED HEREIN IS INTENDED TO BE OF GENERAL INTEREST TO YOU AND IS PROVIDED "AS IS", AND IT DOES NOT ADDRESS THE CIRCUMSTANCES OF ANY PARTICULAR INDIVIDUAL OR ENTITY. NOTHING HEREIN CONSTITUTES PROFESSIONAL ADVICE, NOR DOES IT CONSTITUTE A COMPREHENSIVE OR COMPLETE STATEMENT OF THE ISSUES DISCUSSED THERETO. ASCENT DOES NOT WARRANT THAT THE DOCUMENT OR INFORMATION WILL BE ERROR FREE OR WILL MEET ANY PARTICULAR CRITERIA OF PERFORMANCE OR QUALITY. IN PARTICULAR (BUT WITHOUT LIMITATION) INFORMATION MAY BE RENDERED INACCURATE BY CHANGES MADE TO THE SUBJECT OF THE MATERIALS (I.E. APPLICABLE SOFTWARE). RAND SPECIFICALLY DISCLAIMS ANY WARRANTY, EITHER EXPRESSED OR IMPLIED, INCLUDING THE WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE.Copyright

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  • Table of Contents

    STable of Contents

    Class Files ............................................................................................ ix

    Chapter 1 Overview............................................................................1-11.1 Fundamentals ........................................................................1-3

    Solid Modeling .........................................................................1-3Feature-Based.........................................................................1-4Parametric ...............................................................................1-6Associative...............................................................................1-7

    1.2 Design Intent ..........................................................................1-81.3 User Interface.......................................................................1-10

    Screen Layout........................................................................1-10Workbenches.........................................................................1-13

    1.4 Working With Models ..........................................................1-14Opening a Model ...................................................................1-14Rendering a Model ................................................................1-14Model Navigation ...................................................................1-16

    1.5 Options Dialog Box .............................................................1-19Recommended Options .........................................................1-20

    1.6 Toolbar Customization........................................................1-22Moving Toolbars ....................................................................1-22Toolbar Placement.................................................................1-23Add/Remove Toolbars ...........................................................1-24Expanding Flyouts .................................................................1-25Locking Toolbars ...................................................................1-26

    1.7 Online Documentation ........................................................1-27Practice 1a Viewing a Part.................................................... 1-28

    Chapter 2 Feature Management........................................................2-12.1 Search for Features...............................................................2-32.2 Hide and Show.......................................................................2-4

    Indication of Hidden Features..................................................2-6Tips and Techniques ...............................................................2-6

    2.3 Activate and Deactivate ........................................................2-7Parent/Child Considerations ....................................................2-9

    2.4 Creating Selection Sets.......................................................2-10Practice 2a Feature Management ........................................ 2-12

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  • CATIA: Introduction for Managers and Reviewers

    SChapter 3 Part Information................................................................3-13.1 Measuring Items ....................................................................3-33.2 Updating Measurements .......................................................3-53.3 Measuring Between Items.....................................................3-6

    Standard Mode Measure Between ..........................................3-7Chain Mode Measure Between ...............................................3-9Fan Mode Measure Between.................................................3-10Measuring with Reference Elements .....................................3-11

    3.4 Measuring Inertia .................................................................3-13Apply a Material .....................................................................3-13Viewing the Material ..............................................................3-15Measure Inertia 3D ................................................................3-16Measure Inertia 2D ................................................................3-19

    3.5 Feature Investigation...........................................................3-20Scanning the Model ...............................................................3-20Practice 3a Take Measurements .......................................... 3-22

    Chapter 4 Assembly Design..............................................................4-14.1 Assembly Workbench ...........................................................4-3

    Commonly Used Toolbars .......................................................4-3

    4.2 Create an Assembly .............................................................4-5Product Properties ...................................................................4-5Adding Components ................................................................4-6Product Structure.....................................................................4-7

    4.3 Use the Compass...................................................................4-9Automatic Snap .....................................................................4-11

    4.4 Constraints...........................................................................4-13Coincidence...........................................................................4-14Contact ..................................................................................4-15Offset .....................................................................................4-15Angle......................................................................................4-16Fix Component ......................................................................4-16Fix Together...........................................................................4-17Quick Constraint ....................................................................4-17Assembly Considerations ......................................................4-17

    4.5 Save Operations ..................................................................4-19Save.......................................................................................4-19Save As .................................................................................4-19Save All..................................................................................4-20Save Management.................................................................4-21Send To .................................................................................4-23

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    S4.6 Product Data Management .................................................4-25What is PDM?........................................................................4-25PDM Considerations..............................................................4-26Practice 4a Creating Assemblies I........................................ 4-27Practice 4b Creating Assemblies II....................................... 4-37Practice 4c Creating Assemblies III ...................................... 4-48

    Chapter 5 Assembly Information......................................................5-15.1 Measurements........................................................................5-3

    Component Materials...............................................................5-3

    5.2 Clash and Clearance .............................................................5-45.3 Creating Bill of Material Report ............................................5-65.4 Section a Model .....................................................................5-8

    Manual Section Manipulation.................................................5-10Practice 5a Assembly Information ........................................ 5-12Practice 5b Sectioning Analysis............................................ 5-18

    Chapter 6 Annotations.......................................................................6-16.1 Annotation Tools ...................................................................6-36.2 Annotation Process...............................................................6-4

    Define View..............................................................................6-4Projection View........................................................................6-5Section View............................................................................6-5Section Cut ..............................................................................6-6Active View ..............................................................................6-6General Steps..........................................................................6-8Editing Text..............................................................................6-9Handling Text Features ...........................................................6-9Handling Flag Note Features.................................................6-12Handling Weld Features ........................................................6-14

    6.3 Managing Annotations........................................................6-15Annotation Switch On/Off ......................................................6-153D Annotation Query .............................................................6-16Practice 6a Create and Manage Annotations ....................... 6-17

    Chapter 7 Image Capture...................................................................7-17.1 Capture Image........................................................................7-3

    General Tab.............................................................................7-4Pixel Tab..................................................................................7-6Vector Tab ...............................................................................7-7Album.....................................................................................7-10

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  • CATIA: Introduction for Managers and Reviewers

    S7.2 Print Image ...........................................................................7-12Printer ....................................................................................7-13File .........................................................................................7-13Position and Size ...................................................................7-14Print Area...............................................................................7-16Options ..................................................................................7-16Quick Print .............................................................................7-17Practice 7a Capturing images............................................... 7-18

    Chapter 8 Cache Management..........................................................8-18.1 Working with Cache System.................................................8-3

    Design Mode............................................................................8-3Visualization Mode...................................................................8-3

    8.2 Run in Visualization Mode ....................................................8-5Local Cache.............................................................................8-6Released Cache ......................................................................8-7Cache Size ..............................................................................8-7Time Stamp .............................................................................8-7Practice 8a Working with Cache............................................. 8-9

    Chapter 9 Managing the Assembly ..................................................9-19.1 Product Management ............................................................9-3

    Hide/Show ...............................................................................9-3Activate/ Deactivate .................................................................9-3Load/Unload ............................................................................9-5Summary .................................................................................9-6

    9.2 Create Scenes........................................................................9-7Explode....................................................................................9-8Practice 9a Creating Scenes ................................................ 9-12

    Chapter 10 Generative Drafting ......................................................10-110.1 Creating a New Drawing .....................................................10-310.2 Drafting Workbench ............................................................10-610.3 Creating Drawing Frame and Title Block...........................10-7

    Title Block ..............................................................................10-7

    10.4 Adding Views .......................................................................10-8View Orientation Compass ..................................................10-12

    10.5 View Properties..................................................................10-15Moving Views.......................................................................10-16Delete View..........................................................................10-16Hide/Show ...........................................................................10-16Section Arrow Properties .....................................................10-16Hatching...............................................................................10-16

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  • Table of Contents

    S10.6 Manually Creating Dimensions ........................................10-17Moving Dimensions .............................................................10-19

    10.7 Changed Geometry............................................................10-20Updating a Drawing .............................................................10-20Links to 3D Models ..............................................................10-20Practice 10a Create a Drawing........................................... 10-21Practice 10b Annotate a Drawing ....................................... 10-34

    Chapter 11 Creating Sketches ........................................................11-111.1 Getting Started on Sketching Features .............................11-311.2 Creating a New Part.............................................................11-411.3 Sketching Planes.................................................................11-7

    Reference Planes ..................................................................11-8Selecting a Plane for Sketching.............................................11-9

    11.4 Sketcher Workbench.........................................................11-10Sketcher Grid.......................................................................11-10

    11.5 Basic Shapes .....................................................................11-12Manual Definition .................................................................11-14

    11.6 Profile Sketching ...............................................................11-1511.7 Sketcher Editing Operations ............................................11-17

    Trimming..............................................................................11-17Break ...................................................................................11-18Quick Trim ...........................................................................11-18Delete and Undo..................................................................11-18

    11.8 Tips and Techniques.........................................................11-19Repeating a Command........................................................11-19Sketching in 3D....................................................................11-19Construction Geometry........................................................11-19Auto Search.........................................................................11-20Sketching at Origin ..............................................................11-21

    11.9 Specification Tree .............................................................11-22Practice 11a Sketching Basic Shapes................................ 11-23Practice 11b Profile Sketching............................................ 11-31Practice 11c Sketch Practice I (Optional) ........................... 11-36Practice 11d Sketch Practice II (Optional) .......................... 11-37

    Chapter 12 Constraining Sketches.................................................12-112.1 Constraints...........................................................................12-3

    Advantages of Using Constraints ..........................................12-4

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  • CATIA: Introduction for Managers and Reviewers

    S12.2 Geometric Constraints ........................................................12-5Deleting Constraints ..............................................................12-8Right-click Menu ....................................................................12-9Centering a Sketch ..............................................................12-10Fix Together Constraint .......................................................12-10

    12.3 Dimensional Constraints ..................................................12-12Line Length Dimension ........................................................12-12Distance between Parallel Lines .......................................................................12-12Arc Radius ...........................................................................12-13Arc Diameter........................................................................12-13Revolved Diameter ..............................................................12-14Angle Dimension..................................................................12-15Point-to-Point Dimension .....................................................12-15Line-to-Arc Tangent .............................................................12-17Arc Tangent-to-Arc Tangent ................................................12-17Right-click Menu ..................................................................12-18

    12.4 Constraint Colors ..............................................................12-2012.5 Sketch Analysis .................................................................12-21

    Geometry Tab......................................................................12-22Use-edges ...........................................................................12-23Diagnostic Tab.....................................................................12-24Sketch Solving Status..........................................................12-25Practice 12a Dimensions .................................................... 12-26Practice 12b Constraints..................................................... 12-38

    Chapter 13 Pad and Pocket Features.............................................13-113.1 Base Features ......................................................................13-313.2 Creating a Pad Feature........................................................13-4

    Mirrored Extent ......................................................................13-6Second Limit ..........................................................................13-6Sketch Restrictions for Pad Features ....................................13-7

    13.3 Pad Feature Options............................................................13-8Feature Depth Options ..........................................................13-8Second Limit Option ............................................................13-10Non-Normal Direction ..........................................................13-10Open and Closed Sketches .................................................13-11

    13.4 Pocket .................................................................................13-12Limit Options........................................................................13-12Open Profiles .......................................................................13-14Other Feature Options .........................................................13-15

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  • Table of Contents

    S13.5 Making Changes to a Sketch............................................13-16Dimensional Changes..........................................................13-16Changing the Sketch ...........................................................13-17Deleting the Feature ............................................................13-18Change Restrictions ............................................................13-18Practice 13a Creating and Modifying Pad Features ........... 13-19Practice 13b Creating Pocket Features .............................. 13-24Practice 13c Working With Open Sketches ........................ 13-32Practice 13d Pad and Pocket ............................................. 13-36Practice 13e Crank (Optional) ............................................ 13-44Practice 13f Cylinder Block (Optional) ................................ 13-45

    Chapter 14 Shaft and Groove Features..........................................14-114.1 Shaft Feature........................................................................14-3

    Sketch Restrictions ................................................................14-4Rotation Angle .......................................................................14-6

    14.2 Groove Feature ....................................................................14-8Requirements ........................................................................14-8Grooves on Cylinders ............................................................14-9Practice 14a Shaft & Groove Features ............................... 14-12Practice 14b Groove Features............................................ 14-19Practice 14c King Chess Piece (Optional).......................... 14-26Practice 14d Creating Shafts and Grooves (Optional)........ 14-27

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  • CATIA: Introduction for Managers and Reviewers

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    Cover PageCopyrightTable of Contents

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