PTC Global Services
PTC Global Services
F u n d a m e n t a l s o f D e s i g n
Release 2001
T781-320-07
Training Agenda Fundamentals of Design Day 1
Advanced Sketching and Geometry
Drafts and Rounds
Creating Advanced Geometry
Surface Creation and Style Features
Day 2
Family Tables and Inheritance
Advanced Part Tools and Patterns
Local Groups and User-Defined Features Advanced Assembly Tools
Day 3
Simplified Representations and Shrinkwrap Top-Down Design and Layouts
Designing with Skeletons
Skeletons with Mapped Geometry
Day 4
Managing References
Project Part I: Design Intent
Project Part II: Skeleton Design
Project Part III: Creating Final Assembly
Day 5
Project Part IV: Completing Final Assembly Resolving Failures
Pro/PROGRAM
Mechanism and Design Animation Creating Photorealistic Images
Table of Contents
Fundamentals of Design
Advanced Sketching and Geometry 1-1 DEFINING ADVANCED GEOMETRY SKETCHING...................................................1-2 Creating an Axis Normal to the Sketching Plane.......................................1-2
Sketching Conic Entities............................................................................1-2
Creating Elliptical Fillets............................................................................1-5
Creating Splines..........................................................................................1-6
Replacing Sketched Entities.......................................................................1-7
Replacing Dimensions................................................................................1-8
Inserting and Modifying Sketcher Text......................................................1-8 LABORATORY PRACTICAL........................................................................................1-10 EXERCISE 1: Working with Splines.......................................................1-11
EXERCISE 2: Advanced Sketch and Text Functionality........................1-17
EXERCISE 3: Creating the Go Cart Mirror Housing..............................1-25 OPTIONAL EXERCISE..................................................................................................1-32 OPTIONAL EXERCISE 1: Importing External Spline Data...................1-32 MODULE SUMMARY....................................................................................................1-36
Drafts and Rounds 2-1 CREATING DRAFTS........................................................................................................2-2 Guidelines for Using Drafts........................................................................2-2
Defining a Draft Feature.............................................................................2-3
Creating Neutral Plane Drafts.....................................................................2-4
Creating Neutral Curve Drafts....................................................................2-5 CREATING ROUNDS.......................................................................................................2-6 Defining Simple Rounds............................................................................2-6
Selecting Round Feature References..........................................................2-7
Creating Advanced Rounds........................................................................2-9
Creating Round Sets.................................................................................2-10 DEVELOPING GEOMETRY WITH ROUNDS.............................................................2-12 LABORATORY PRACTICAL........................................................................................2-13 EXERCISE 1: Inserting Neutral Plane Drafts..........................................2-13
EXERCISE 2: Creating Advanced Rounds..............................................2-21
EXERCISE 3: Creating Intent Chains.....................................................2-32 OPTIONAL EXERCISES................................................................................................2-39 OPTIONAL EXERCISE 1: Inserting Neutral Curve Drafts....................2-39
OPTIONAL EXERCISE 2: Creating Advanced Drafts...........................2-44
OPTIONAL EXERCISE 3: Creating Simple and Advanced Rounds.....2-49 MODULE SUMMARY...................................................................................................2-54
Creating Advanced Geometry 3-1 CREATING SWEPT BLENDS.........................................................................................3-2 Creating Spines..........................................................................................3-2
Using Swept Blends...................................................................................3-3 CREATING VARIABLE SECTION SWEEPS................................................................3-3 Creating Normal-to-Original Spines..........................................................3-3
Defining Shapes with Additional Trajectories...........................................3-4
Using Variable Section Sweeps.................................................................3-7
Orienting Cross-Sections............................................................................3-8 CREATING HELICAL SWEEPS.....................................................................................3-9
LABORATORY PRACTICAL.......................................................................................3-13 EXERCISE 1: Using Swept Blends.........................................................3-13
EXERCISE 2: Creating Variable Section Sweep Reference Curves.......3-22 OPTIONAL EXERCISE..................................................................................................3-30 OPTIONAL EXERCISE 1: Controlling Cuts with Datum Graph Features3-30 MODULE SUMMARY...................................................................................................3-31
Surface Creation and Style Feature 4-1 USING SURFACES IN MODEL DESIGN......................................................................4-2 Advantages of Using Surfaces...................................................................4-2 DEFINING SURFACE OPTIONS....................................................................................4-2 Working in Part Mode................................................................................4-2
Open Ends versus Capped Ends.................................................................4-4
Creating Merged Surfaces..........................................................................4-4 CREATING SOLID FEATURES......................................................................................4-5
DEFINING ISDX...............................................................................................................4-6 Using the Style Feature..............................................................................4-6
Parallel Modeling.......................................................................................4-8 USING ISDX.....................................................................................................................4-9 Creating 2-D and 3-D Curves....................................................................4-9
Creating Curves on Surfaces....................................................................4-10
Creating Styling Models...........................................................................4-11
Creating Freeform Surfaces.....................................................................4-11
Creating Blends and Transitions...............................................................4-12
Using Style Surfaces in Engineering Models...........................................4-13 LABORATORY PRACTICAL........................................................................................4-14 EXERCISE 1: Creating Cuts Using Surfaces...........................................4-15
EXERCISE 2: Applying Variable Section Sweeps..................................4-22
EXERCISE 3: Creating Style Surfaces....................................................4-31 OPTIONAL EXERCISE..................................................................................................4-40 OPTIONAL EXERCISE 1: Completing the Flashlight...........................4-40 MODULE SUMMARY....................................................................................................4-46
Family Tables and Inheritance Features 5-1 USING FAMILY TABLES................................................................................................5-2 Family Table Structure...............................................................................5-3 CREATING FAMILY TABLES........................................................................................5-4 Creating the Generic Model.......................................................................5-4
Creating the Table......................................................................................5-5 MODIFYING FAMILY TABLES.....................................................................................5-8 DEFINING FAMILY TABLE OPTIONS........................................................................5-12 DEFINING INHERITANCE FEATURES.......................................................................5-12 Using Inheritance Features.......................................................................5-13
Capabilities...............................................................................................5-13
Creating Inheritance Features...................................................................5-13 LABORATORY PRACTICAL........................................................................................5-16 EXERCISE 1: Creating Part Family Tables.............................................5-17
EXERCISE 2: Using Inheritance Features...............................................5-26
EXERCISE 3: Inheritance Feature in New Models.................................5-30 OPTIONAL EXERCISE..................................................................................................5-33 OPTIONAL EXERCISE 1: Creating Assembly Family Tables..............5-33 MODULE SUMMARY....................................................................................................5-39
Advanced Part Tools and Patterns 6-1 ADVANCED COMPONENT OPERATIONS..................................................................6-2 Creating Part Intersections..........................................................................6-2
Merging and Cutting Out Parts...................................................................6-2
Creating Mirrored Parts..............................................................................6-3
Creating Assembly-Level Features............................................................6-4 USING PATTERNING......................................................................................................6-6 Creating Dimension Patterns......................................................................6-8
Creating Pattern Tables..............................................................................6-8
Creating Patterns in Assembly Mode.......................................................6-12
LABORATORY PRACTICAL.......................................................................................6-13 EXERCISE 1: Mirroring the Knuckle Part..............................................6-14
EXERCISE 2: Creating Assembly Features............................................6-17
EXERCISE 3: Creating Pattern Tables....................................................6-20
EXERCISE 4: Patterning Components in Assembly Mode.....................6-25 MODULE SUMMARY...................................................................................................6-26
Local Groups and User-Defined Features 7-1 LOCAL GROUPS..............................................................................................................7-2 Manipulating Groups..................................................................................7-2 USER-DEFINED FEATURES..........................................................................................7-5 Creating UDFs............................................................................................7-5 LABORATORY PRACTICAL.......................................................................................7-10 EXERCISE 1: Creating Local Groups.....................................................7-11
EXERCISE 2: Using Group Options.......................................................7-14
EXERCISE 3: Creating UDFs.................................................................7-24
EXERCISE 4: Placing UDFs...................................................................7-27 OPTIONAL EXCERCISE...............................................................................................7-31 OPTIONAL EXERCISE 1: Adding the Splined UDF to the Hub..........7-31 MODULE SUMMARY...................................................................................................7-36
Advanced Assembly Tools 8-1 MODIFYING ASSEMBLIES............................................................................................8-2 Modifying Subassemblies..........................................................................8-2
Repositioning Components........................................................................8-3
Replacing Components..............................................................................8-5
Repeating Component Placement..............................................................8-8
Creating Exploded Views...........................................................................8-8 LABORATORY PRACTICAL.......................................................................................8-10 EXERCISE 1: Restructuring the Carburetor............................................8-11
EXERCISE 2: Replacing the Brake Hub Assembly Components...........8-17
EXERCISE 3: Repeating Components....................................................8-24 OPTIONAL EXERCISE..................................................................................................8-28 OPTIONAL EXERCISE 1: Creating Exploded Views and Dynamic
Repositioning...........................................................................................8-28 MODULE SUMMARY...................................................................................................8-39
Simplified Representations & Shrinkwrap 9-1 SIMPLIFIED REPRESENTATIONS................................................................................9-2
Simplified Representation Types................................................................9-2 CREATING SIMPLIFIED REPS.......................................................................................9-5 Creating Customized Representations........................................................9-5
Specifying the Default Rule.......................................................................9-5
Defining Action for Components...............................................................9-6
Selecting Components................................................................................9-6
Creating Rules............................................................................................9-7
Selection Rules...........................................................................................9-8 SUBSTITUTING COMPONENTS....................................................................................9-9 Selecting Components for Substitution......................................................9-9
Substitution using Envelopes......................................................................9-9
Envelope Methods....................................................................................9-10
Other Substitution Options.......................................................................9-13 SHRINKWRAP................................................................................................................9-16 Shrinkwrap Capabilities...........................................................................9-16 SHRINKWRAP TYPES...................................................................................................9-18 Exported Shrinkwrap Models...................................................................9-18
Associative Shrinkwrap Features.............................................................9-23 LABORATORY PRACTICAL........................................................................................9-25 EXERCISE 1: Creating Assembly Simplified Reps................................9-25
EXERCISE 2: Using Shrinkwrap and Substitution in Simplified Reps...9-34 OPTIONAL EXERCISE..................................................................................................9-42 OPTIONAL EXERCISE 1: Creating Part Level Simplified Reps...........9-42 MODULE SUMMARY....................................................................................................9-47
Top-Down Design and Layouts 10-1 DEFINING TOP-DOWN DESIGN TECHNIQUES........................................................10-2 Identifying Design Intent..........................................................................10-2
Using Assembly Structures......................................................................10-2
Using Assembly Skeletons.......................................................................10-5
Copying Reference Geometry between Models.......................................10-5 USING PRO/ENGINEER LAYOUT...............................................................................10-6 Capturing the Design Process...................................................................10-8
Creating Engineering Notebooks..............................................................10-8
Sketching Designs....................................................................................10-8
Controlling Designs with Global Information..........................................10-9
Linking Parts to Layouts.........................................................................10-12
Using Global Dimensions.......................................................................10-12
Capturing Design Intent..........................................................................10-13 LABORATORY PRACTICAL......................................................................................10-14
EXERCISE 1: Using Layouts................................................................10-14
EXERCISE 2: Developing Layouts.......................................................10-19 MODULE SUMMARY.................................................................................................10-33
Designing with Skeletons 11-1 USING SKELETON PARTS...........................................................................................11-2 Creating the Skeleton...............................................................................11-4
Relating Assembly Components to Skeletons.........................................11-4
Using Skeleton Geometry for Modeling..................................................11-5 LABORATORY PRACTICAL.......................................................................................11-7 EXERCISE 1: Building the Motor Skeleton............................................11-8
EXERCISE 2: Creating the Crank Model..............................................11-14
EXERCISE 3: Using the Skeleton to Complete the Assembly..............11-20 MODULE SUMMARY.................................................................................................11-23
Skeletons with Mapped Geometry 12-1 USING SKELETONS WITH MAPPED GEOMETRY..................................................12-2 Constructing Mapped Skeletons...............................................................12-2
Using Model Geometry............................................................................12-3
Using the Mapped Skeleton at the Subassembly Level...........................12-5 LABORATORY PRACTICAL.......................................................................................12-6 EXERCISE 1: Creating a Mapped Skeleton............................................12-6
EXERCISE 2: Mapping the Exhaust.....................................................12-11 MODULE SUMMARY.................................................................................................12-15
Managing References 13-1 DEFINING THE PARENT/CHILD RELATIONSHIP...................................................13-2 Benefits of Designing with External References.....................................13-2
Creating Dependencies.............................................................................13-2 INTERROGATING EXISTING OBJECTS....................................................................13-4 Info Pull-Down Menu..............................................................................13-4
Model Tree Tool.......................................................................................13-4
Global Reference Viewer.........................................................................13-5 CONTROLLING INTERDEPENDENCIES...................................................................13-6 Setting Object-Specific Reference Control..............................................13-6
Reference Control Settings.......................................................................13-7 LABORATORY PRACTICAL.......................................................................................13-9 EXERCISE 1: Modifying the Piston........................................................13-9
EXERCISE 2: Breaking External References........................................13-14
EXERCISE 3: Interrogating the Suspension Assembly.........................13-20 MODULE SUMMARY..................................................................................................13-23
Project Part 1: Design Intent 14-1 PROJECT DESCRIPTION AND REQUIREMENTS.....................................................14-2 Scenario....................................................................................................14-2
Design Requirements................................................................................14-5 LABORATORY PRACTICAL........................................................................................14-6 EXERCISE 1: Capturing Initial Design Intent.........................................14-6
EXERCISE 2: Developing Initial Product Structure..............................14-12
Project Part II: Skeleton Design 15-1 EXERCISE 1: Creating the Basic Skeleton.............................................15-2
EXERCISE 2: Creating Skeleton Features for Motion............................15-6
EXERCISE 3: Creating Skeleton Features for Space Claims................15-13
EXERCISE 4: Creating Skeleton Features for Interfaces......................15-17
Project Part III: Creating Components 16-1 EXERCISE 1: Communicating Layout Information to the Skeleton.......16-2
EXERCISE 2: Creating Features in the Main Base Part..........................16-3
EXERCISE 3: Creating Features in the Support_Arm Part.....................16-8
EXERCISE 4: Creating Features in the Link Part..................................16-12
EXERCISE 5: Creating Features in the Drive_Arm Part.......................16-15
Project Part IV: Completing the Assembly 17-1 EXERCISE 1: Creating Features in the Housing_Rear Part....................17-2
EXERCISE 2: Completing the Assembly Population..............................17-5 OPTIONAL EXERCISES..............................................................................................17-10 OPTIONAL EXERCISE 1: Completing the Blades..............................17-10
OPTIONAL EXERCISE 2: Using Behavioral Modeling......................17-14
OPTIONAL EXERCISE 3: Creating a Pedestal Part.............................17-17
OPTIONAL EXERCISE 4: Finishing a Model......................................17-18
OPTIONAL EXERCISE 5: Creating Exploded States..........................17-20
OPTIONAL EXERCISE 6: Testing Size Requirements........................17-21
Resolving Failures 18-1 DEFINING REGENERATION FAILURE......................................................................18-2 USING THE RESOLVE ENVIRONMENT....................................................................18-2 Examples of Regeneration Problems........................................................18-4
LABORATORY PRACTICAL.......................................................................................18-8 EXERCISE 1: Resolving Failures............................................................18-8
EXERCISE 2: Resolving Assembly Failures.........................................18-16 MODULE SUMMARY.................................................................................................18-21
Pro/PROGRAM 19-1 USING PRO/PROGRAM................................................................................................19-2 Defining the Program Structure...............................................................19-2
Automating the Part Design Process........................................................19-2
Automating the Assembly Design Process..............................................19-6
Incorporating Changes into the Program.................................................19-8
Running the Program...............................................................................19-9
Editing the Program.................................................................................19-9
Manipulating Features Using Pro/PROGRAM......................................19-10 LABORATORY PRACTICAL.....................................................................................19-11 EXERCISE 1: Automating Part Design.................................................19-11 OPTIONAL EXERCISE................................................................................................19-20 OPTIONAL EXERCISE 1: Automating Assembly Design..................19-20 MODULE SUMMARY.................................................................................................19-26
Mechanism & Design Animation 20-1 DEFINING MECHANISM ANIMATION......................................................................20-2 CREATING MECHANISM ASSEMBLIES...................................................................20-3 Comparing Connections to Constraints....................................................20-3
Selecting a Connection Type....................................................................20-3 SIMULATING MOTION................................................................................................20-4 Dragging Assembly Components.............................................................20-4
Drivers and Motion..................................................................................20-4
Selecting a Driver.....................................................................................20-5 IMPLEMENTING MECHANISM..................................................................................20-6 Mechanism Design without Cam and Slot Connections..........................20-6
Mechanism Design with Cam and Slot Connections...............................20-8 DEFINING DESIGN ANIMATION...............................................................................20-9 DESIGN ANIMATION CAPABILITIES.....................................................................20-10 Integrated and associative......................................................................20-10
Key frame sequences..............................................................................20-10
Animation Tools.....................................................................................20-11
Animation Manager................................................................................20-12
Mechanism Re-use.................................................................................20-12 LABORATORY EXERCISES......................................................................................20-13
EXERCISE 1: Creating a Basic Mechanism..........................................20-14 OPTIONAL EXERCISES..............................................................................................20-22 OPTIONAL EXERCISE 1: Completing the Fan Mechanism................20-22
OPTIONAL EXERCISE 2: Creating an Animation..............................20-26 MODULE SUMMARY..................................................................................................20-43
Creating Photorealistic Images 21-1 CREATING PHOTOREALISTIC IMAGES...................................................................21-2 PhotoRender Interface..............................................................................21-2 SETTING UP A SCENE..................................................................................................21-2 Setting up Views and Room.....................................................................21-3
Defining and Setting Appearances...........................................................21-5
Setting up Lights.......................................................................................21-6 RENDERING A SCENE..................................................................................................21-7 LABORATORY PRACTICAL........................................................................................21-9 EXERCISE 1: Using PhotoRender...........................................................21-9 MODULE SUMMARY..................................................................................................21-17
Using PTC Help A-1 DEFINING THE PTC HELP FEATURES IN PRO/ENGINEER....................................A-2 USING THE PRO/ENGINEER ONLINE HELP..............................................................A-2 Using the Main Menu................................................................................A-2
Using Context-Sensitive Help...................................................................A-3
Using the Pro/ENGINEER Menu Manager...............................................A-5
Using Vertical Menu Commands..............................................................A-6
Technical Support B-1 Locating the Technical Support Web Page...............................................B-2
Opening Technical Support Calls via E-Mail............................................B-2
Opening Technical Support Calls via Telephone......................................B-2
Opening Technical Support Calls via the Web.........................................B-3
Sending Data Files to PTC Technical Support..........................................B-3
Routing Your Technical Support Calls.....................................................B-4
Technical Support Call Priorities..............................................................B-4
Software Performance Report Priorities....................................................B-5
Registering for On-Line Support...............................................................B-5
Using the Online Services.........................................................................B-7
Finding Answers in the Knowledge Base..................................................B-8 CONTACT INFORMATION..........................................................................................B-10
Technical Support Worldwide Electronic Services.................................B-10
Technical Support Customer Feedback Line...........................................B-10 TELEPHONE AND FAX INFORMATION..................................................................B-11 North America Telephone Information....................................................B-11
Europe Telephone Information................................................................B-11
Asia and Pacific Rim Telephone Information..........................................B-14 ELECTRONIC SERVICES............................................................................................B-16
Using the Pro/FICIENCY Evaluator C-1 TECHNOLOGY-BASED LEARNING @ PTC...............................................................C-2 PRO/FICIENCY EVALUATOR......................................................................................C-2 ASSESSMENT CRITERIA..............................................................................................C-3 EXERCISE 1: Completing Evaluator Assessments...................................C-4 MODULE SUMMARY....................................................................................................C-7
INDEX……………………………………………………………………………………I-1