catiav5 assembly design book

8/22/2019 CatiaV5 Assembly Design Book

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CATIA Assembly Design CATIA V5R6

Table of Contents, Page i Wichita State University

TABLE OF CONTENTS

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

CATIA Version 5 Assembly Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Assembly Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Pull Down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Analyze . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Assembly Design Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Inserting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Replacing and Creating New Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Reordering and Numbering the tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Bill of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Constraining and Manipulating Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Bounding Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Coincidence Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Contact Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Snap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Defining a Multi Instantiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Smart Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Modifying a part to create a new part while in the assembly . . . . . . . . . . . . . . . . . . 42

Fast Multi Instantiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Fix Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Offset Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Copying and Pasting with constraints

Note: You need to make sure that your Paste componentsoption

Always with the assembly constraintsis turned on under pull down

menu Tools, Options, Mechanical Design, Assembly Design,

Constraintstab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Angle Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Explode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Advanced Constraint Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Fix Together Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Quick Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Changing a Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Reusing Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Weld Planner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Activating/Deactivating constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Assembly Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Hole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Remove . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90


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DMU Fitting Simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Pull down menu changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Analyze . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

DMU Fitting Simulation Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Bottom Toolbar Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

DMU Viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Creating a simple simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Creating a shuttle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Creating a simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Compiling a simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Replaying a compiled simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Multiple Objects moving in same simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Creating a group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Moving two shuttles at once . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

General methods and options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Exploding the assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Moving the shuttle axis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Creating a shuttle referencing a shuttle . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Customizing automatic insertion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Simulating shuttles referencing a shuttle . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Distance and band analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Swept Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Simulating assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Exploding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Current selection panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Creating groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Creating shuttles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Creating the simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Creating a replay and an AVI file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Checking for clash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Clash detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Path finder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Smooth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

DMU Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Pull down menu changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

D M U N a v i g a t o r w o r k b e n c h . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 7 0

Creating an annotated view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Creating a scene . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Creating an annotated view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177


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Table of Contents, Page iii Wichita State University

Hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

3D Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Scenes - basic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Current selection panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Proximity query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Translation or rotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189Scenes - advanced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Fly mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Viewpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Practice Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Sawhorse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Puzzle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Mouse Trap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Hard Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Pen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

NIAR Third Floor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210Robotic Arm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211


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Table of Contents, Page iv Wichita State University


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Assembly Design - Introduction, Page 1 Wichita State University

Introduction

CATIA Version 5 Assembly Design

Upon completion of this course the student should have a full understanding of the

following topics:

- Inserting models into an assembly

- Manipulating models in an assembly

- Constraining models in an assembly

- Using advanced methods to insert and constrain assemblies

- Analyzing assemblies for clashes and gaps

- Modifying assembly components and updating assemblies


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Assembly Design

Very few finished designs are a single part. Usually a finished design consists of several to

millions of individual parts to define them. This is where CATIA V5 assembly design is

utilized. Assembly design allows parts and small assemblies of parts to be inserted to make

larger, more complete products. In CATIA V5 Part Design and Sketcher, you learned how

to generate parts. The primary objective of this class is to utilize those parts to create a

complex assembly of those parts that can be later used in stress analysis, kinematics, fitting

simulations, and other areas.

It is important to understand some of the terminology that CATIA uses when working with

assemblies. There are basically three types of documents that are used in assembly design.

They are the overall assembly, sub-assemblies and individual models. CATIA uses the

word products to refer to assemblies and parts to refer to individual models. You can use

parts to create products and then in turn use those products to produce other products. The

diagram shown below represents the concept of the overall structure.

The first product at the top is generally regarded as the assembly, whereas the two products

that are underneath are generally regarded as sub-assemblies of this assembly. Thisassembly could in turn be used to create an even bigger assembly at some other time, or the

sub-assemblies could be used as sub-assemblies of a different assembly. With this concept

in mind be aware that an assembly could be a very complex document due to its ability to

have multiple levels of sub-assemblies and parts. Because of this complexity it is important

that you have a plan of attack when building assemblies. There are basically two

approaches that a user or company can take when building assemblies. One is to pre-

determine what sub-assemblies a particular assembly is going to need. The other is to

produce all of the parts and then determine what sub-assemblies are going to be created.


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Pull Down Menus

Not all of the options will be covered since you should of already been introduced to them

through previous courses. Only the new options that appear when you are in the assembly

design workbench will be discussed.

Edit

Move Various methods of moving your

components around in the assembly

Component Constraints Allows you to select constraints that are linked to the

component

Components Allows for components within the

assembly to be replaced, turned on oroff, reordered or changed from being

Flexibleor Rigid


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Representations Allows for the representation of

the assembly to be changed


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Insert

Coincidence Inserts a coincidence constraint

Contact Inserts a contact constraint

Offset Inserts an offset constraint

Angle Inserts an angle constraint

Fix Together Fixes two components together

Fix Fixes a component in space

Quick Constraint Applies a quick constraint to components

Reuse Pattern Apples a pre-defined pattern to a component

New Component Allows the insertion of parts as details

New Product Inserts a new assembly into the product

New CDM Component Inserts a new CDM component

New Part Inserts a new part into the assembly

Existing Component Inserts an existing component


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Fast Multi Instantiation Applies a Fast Multi Instantiation of a component

Define Multi Instantiation Defines a Multi Instantiation of a component

Weld Planner Places weld symbols into the assembly

Annotations Adds text with a leader or a flag note

with a leader to your assembly

Assembly Features Performs an operation on your assembly


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Tools

Product Management Allows the part number, and representation to be changed for

a component

Publication Management Allows the publication of components and elements to be

modified

Catalog Browser Access part catalogs for standard parts such as bolts, nuts,

fasteners, etc.


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Analyze

Bill Of Material Generates a bill of materials from the assembly

Update Updates the assembly

Constraints Displays a constraint analysis window of all the constraints in the

assembly

Dependencies Displays a tree format of all the constraint dependencies of a selected

component

Mechanical Structure Shows the structure as the assembly sees it, this pertains to having

sub-assemblies either as flexible or rigid

Compute Clash Displays a Clash / Clearance computation window

Note: These are available in Part Design but they just appear in the bottom toolbar instead

of a pull down menu.

Measure Item Allows you to measure a single element

Measure Between Allows you to measure between elements

Measure Inertia Allows you to compute an inertial analysis


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Assembly Design Workbench

Changes workbenches

Selects geometry

Inserts a new component

Inserts a new product

Inserts a new part

Inserts a existing component

Replaces a component

Allows the tree to be reordered

Generates numbers

Loads and unloads components

Manage representations

Apply a multi instantiation

Define a multi instantiation

Manipulate the parts

Snap parts together

Smart move

Explode the assembly

Apply a coincidence constraint

Apply a contact constraint

Apply a offset constraint

Apply an angle constraint

Fixes a component

Fixes two components together

Applies a quick constraint

Flexible/rigid toggle

Changes a constraint

Reuses a pattern used in a part

Creates welding symbols

Creates text with leader

Creates a flag note

Splits an assembly

Creates a hole in the assembly

Creates a pocket in the assembly

Performs an add operation

Performs a remove operation


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Assembly Design - Inserting documents, Page 11 Wichita State University

Assembly Design

The first section of this manual will involve inserting, creating, and replacing documents

and other components in the assembly design. Those documents can be a variety of things

including parts and other assemblies.

Inserting Documents

All of the assemblies created in this first section will not need to have constraints added to

properly position them. The first assembly that will be built is a basic hand drill.

This drill is made of the following parts. The caption under each picture is the filename so

the parts can be referenced to as needed.

Case 1

Handle Arm

Handle Knob

Drive Gear


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Output Gear

Drill Chuck 1

Drill Bit 1

Start a new product document. This can be accomplished by selecting the new icon and

selecting product. You need to make sure you are in the assembly design workbench before

continuing. To switch to the assembly design workbench select the change workbench icon

and then select assembly design.

One of the most important ideas to keep in mind with assembly design is that all parts must

have an unique id. The assembly should also have an unique id, especially if it is going to

be used as a sub-assembly.

Press button 3 on the mouse while onProduct1. This will bring up the contextual menu

for Product1.

SelectPropertiesand then theProduct Tab. This is where various information about the

assembly, as well as individual parts can be stored. Filling in all of the information is not

necessary, but can become quite useful to a down stream user. For now, the Part Numberis

the only field that will be changed, but feel free to fill in any of the other fields.


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Change thePart Numberto Hand Drill. Select OKwhen done. This will give the

assembly an unique id, so that in case this was to be used in a larger assembly, say a garage

mock-up, then there would be no conflicts.

Select the existing component icon. The icon will highlight and is awaiting for the

user to select a product to insert the component into.

SelectHand Drill. This will define what product the component will be placed into. An

Insert an Existing Componentdialog box will display. This will look and feel very similar

to the Open Documentdialog box.

Double Select theHand Drillfolder and select Case 1. In this class moving in and out ofthe different folders will be essential. If you have difficulty with moving in and around

various folders, practice will be needed to ease the difficulty of this class.

Select Open. The first case is now inserted into the hand drill product. The other

components will be inserted to complete the assembly.

Select the existing component icon, and selectHand Drill. TheInsert an Existing

Componentwindow will automatically open to theHand Drillfolder.

Select Drive Gear, and select Open. The drive gear is inserted into the assembly, pre-positioned. If so desired, the case can be hidden to reveal the drive gear better. Be sure to

have all parts shown before continuing. Notice some of the components can be made into a

sub-assembly. For example, the output gear and drill chuck can be combined together. This

can either be done before hand, as with the handle assembly that you are going to insert

later, or the sub-assemblies can be generated on-the-fly as you will do next.

Select the new product icon, and selectHand Drill. This will insert a new product

into the assembly. A Part Numberwindow appears.


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A part number must be assigned to the new product. Part numbers can either be generated

by the computer or generated on-the-fly. The option to change how new product part

numbers are generated is under Tools, Options,Infrastructure, Product Structure, Product

Structure tab, and Part Number Manual Input. Your system is set up for manual input of

the part number. To insure your ability to distinguish between the different products, you

will name this one Output Assembly.

Key Output Assembly in thePart Numberwindow and select OK. This will change the

instance name, allowing for better model management. Now that you have a nested product

assembly, a product within a product, you need to make sure that you insert new and

existing components into the proper product.

Select the existing component icon, and select Output Assembly. Again, theInsert an

Existing Componentwindow displays. This time you will insert multiple components at the

same time.

Select Output Gear, hold down CTRLon the keyboard, and select Drill Chuck 1, thenselect

Open. This will insert both documents into the

Output Assemblyproduct. You canexpand the Output Assemblyproduct to reveal this by selecting on the plus sign next to it.

The handle assembly is already put together as a separate product. You will insert this next.

Insert an existing component intoHand Drill. The insert window will show again.

Select Handle Assemblyand then Open. This inserts theHandle Assemblyinto theHand Drillassembly. You can expand this sub-assembly by selecting the plus sign next to

it.

Insert Drill Bit 1into theHand Drillassembly. This completes theHand Drillassembly.

The specification tree should appear similar to the diagram shown below.


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This is how CATIA represents your assemblies. It is structured in the same way it was

explained earlier except in a tree form instead of a chart form as shown below.

Congratulations. This completes your first assembly. Now would be a good time to save

your document. When you save your document the following window should appear:

It gives you this message because the new assembly that you created, Output Assembly, was

never saved separately. If you selectOKthen both theHand Drilland the Output Assembly

will be saved. You will want to go ahead and press OK.

No constraints have been placed on this assembly, therefore all the parts are completely free

to move. Since all of the parts were created in the correct positions they inserted in the

correct placement. Many times the models will not insert into the proper place and will

need constraints to position them properly. You will learn how to constrain parts later inthis course.


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Assembly Design - Replacing and Creating, Page 16 Wichita State University

Replacing and Creating New Parts

This exercise will be a continuation of the previous exercise. If the document is not already

opened, it will need to be opened before beginning this exercise. In many instances it is

necessary to change a part of an assembly because of optional designs that could be used

with that assembly. This exercise will covers how to replace components with other

components without having to recreate the entire assembly. In the case of the hand drill

there are multiple options that are available such as a different case, drill chuck and drill bitthat could be used on this assembly. Instead of creating a new assembly for every option,

you will learn how to replace each component in order to show the different options of the

design.

Select the replace component icon and select Case. This brings up theReplace a

Componentdialog box, same as the Opendialog box. Casewill be replaced with Case 2.

Select Case 2and then Open. This will replace CasewithErgo Case. Any component,or product can be replaced in the same fashion. You will replace other components next.

Expand theOutput Assemblyif it is not already expanded. Remember you can do this

by selecting the plus sign to the left of the assembly.

Replace theDrill Chuckwith Drill Chuck 2. This will replaceDrill ChuckwithLargeChuck. The new drill chuck displays.

Replace theDrill Bitwith Drill Bit 2. This will replaceDrill BitwithLarge Drill Bit.Notice the drill bit should really be included with the Output Assembly.

Select and hold the first mouse button on theLarge Drill Bitand drag it to the Output

Assemblyand release the button. This should move the drill bit to the sub-assembly,

however it may copy it instead. If it does then just undo the operation and try it again.

Working with sub-assemblies is an excellent way to manage models and the respective

components.


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Next a wall mount will be created within the assembly. Creating new parts within the

assembly is the same as when a new product was created within the assembly. First, a part

number will need to be specified, then an origin.

Select the new part icon and then selectHand Drill. This will insert a new part into

theHand Drillassembly or product. As mentioned before you will have to specify a part

number for the new part.

Key Wall Mount in thePart Numberwindow and select OK. This will denote the part

number of the new part to be Wall Mount and it should appear in your specification tree.

Next, the origin must be specified.


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ANew Part: Origin Pointwindow appears asking where the origin is to be located.

Selecting Yeswill allow you to define a new origin point for the new part. SelectingNowill

use the origin of the assembly as the origin of the new part.

SelectNo. This will define the origin of the new part to be the same as that of the assembly.

You will now create the wall mount. None of the other components will be used to design

the wall mount, although later in this course they will be necessary. It is advisable that all of

the components be hidden, with the exception of the Wall Mount, and possibly theErgo

Casefor orientation purposes. This can be accomplished by selecting the components and

then using the third mouse button choose Hide/Show, or by selecting the components and

then select the Hide/Show icon in the bottom toolbar.

Expand the Wall Mountcomponent untilPartBodyis accessible. This can be

accomplished by selecting the plus (+) next to the component and part icons.


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Double selectPartBodywith the first mouse button. This will insert you into the Part

Design workbench. You can now build the necessary geometry for the wall mount.

Create the wall mount. Drawings are shown below with the location of the mount in

relation to the axes. It is suggested that you use the yz plane for the sketch of the initial pad.


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Double selectHand Drill. This will return you to the Assembly Design workbench.

Collapse the Wall Mountbranch and show all of the components to look at the final design.

It should look like the following. Be sure to save your document.


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Assembly Design - Reordering & Numbering, Page 21 Wichita State University

Reordering and Numbering the tree

With the assembly complete, you will look at two other options for assembly management.

Select the graph tree reordering icon. This will allow you to reorder the tree. Since

the components are not related to each other in terms of order of creation, as in part design,

they can be reordered at will.

SelectHand Drill. The Graph tree reorderingwindow should appear. Notice that only the

parts and sub-assemblies appear that are under theHand Drillassembly and not the parts

that make up the sub-assemblies. If you want to reorder the components of the sub-

assemblies, you can either reorder them while having the particular sub-assembly opened or

you can select that sub-assembly instead of selectingHand Drill.

The up and down arrows allow the highlighted part to be moved higher or lower in the tree

respectively. The third icon moves the selected part to another selected location. This could

be useful to help organize a large assembly by reordering components to be listed together

in the specification tree. In any case it is nice to know that you do not have to insert all of

your components in a specific order, you can always reorder them later.

Move theErgo Caseto the bottom of the tree and selectApplywhen done. This can be

done by selecting theErgo Caseand then selecting the down arrow until it is on the bottom

of the list. The tree will be reordered whenApplyis selected. As you can see it is fairly

simple to reorder components of the assembly. If you have a large number of components it

may be better to use the third icon to position the component at a particular location without

having to select the up or down arrows multiple times.

Using the third icon moveDrive Gearto the locationHandle Assembly. Notice that

Drive Gearappears afterHandle Assemblynow.


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Assembly Design - Reordering & Numbering, Page 22 Wichita State University

Select OK. Remember you have to selectApplyor OKin order for the reorder to take

affect.

Next, you will generate numbering for the assembly.

Select the generate numbering icon. Generating numbers shows no visual change in

the assembly. It assigns numbers or letters to the parts within the assembly. They in turnshow up in the bill of material when it is generated as well as in detail call outs in drafting.

SelectHand Drill. The Generate Numberingwindow appears.

TheModedetermines whether you are assigning integers or letters to the parts within the

assembly. Existing numberswill allow you to keep numbers that have already been

assigned or you can replace them. In this case you have not assigned any numbers therefore

the options are not available.

Select OK. Numbers are now assigned to all the individual parts of the hand drill.


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Assembly Design - Bill of Material, Page 23 Wichita State University

Bill of Material

You will now create a bill of material. Although for this case it is somewhat unnecessary

since the assembly is fairly small, it will give you an idea on how to create a bill of material

for much larger assemblies.

Select pull down menuAnalyze, then selectBill of Material... TheBill of Material

window should appear.

The top section of the bill of material displays all of the parts and sub-assemblies of the

current assembly, in this caseHand Drill. It also shows separate bill of materials for each

sub-assembly. Notice the nomenclature and revision field. If you would have filled in thosefields for each of the parts, as well as the sub-assemblies, they would have been displayed

here. The bottom section of the bill of material displays all of the parts that make up the

current assembly, as well as the quantity needed for each. The format of the output can be

changed with theDefine formatsbutton, but usually these formats will be pre-defined by the

company. TheListing Reporttab shows the same information, but in a different format.


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Select theListing Reporttab. This will show the listing report for a bill of material.

, Hides properties either the ones selected or all of them

, Shows properties either the ones selected or all of them

Changes the order of the displayed properties

This report shows the locations of the parts within the tree. 2 Large Chuckdenotes the

Large Chuckthat is located two levels deep. All of the properties within theHidden

propertiescan be added to the display.

SelectNumberfrom theHidden propertiesfield, then select the show properties icon.

This will add the number property to the displayed properties. Add any other fields

that you would like to see in the listing report.


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Select theRefreshbutton. The additional fields were added to the report listing. An

example is shown below.

Any report generated can be saved in a text format by selecting the Save As...button.

Select theBill of Materialtab. This will take you back to the original bill of material.

Select the Save Asbutton and save the text file as bill of material.

Select OK. This will complete the bill of material. Bills of material can be created at any

point in the assembly design process and regenerated as necessary. After saving the files, it

can then be imported into multiple types of word processors.


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If you were to open the text file using NOTEPAD then it would look similar to the

following diagram.

This completes the hand drill assembly. Be sure to save your model before continuing.


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Assembly Design - Constrain & Manipulate, Page 27 Wichita State University

Constraining and Manipulating Parts

In the previous exercise, the parts were pre-positioned, with no constraints necessary. This

is usually not the case. This exercise will demonstrate how to constrain a model to position

parts correctly through the use of various constraints. The constraint options are as follows:

Coincidence Defines two parts coincident but not attached

Contact Defines two parts as being in contact

Offset Defines a distance between two parallel parts

Angle Defines an angle between two parts

Fix Defines a part that is fixed, does not move

Fix Together Defines two parts that are attached together that will not

move without the other, as in welded parts

The first assembly will be a pair of bolt cutters. The completed assembly is as shown, with

the filenames pointing to the parts. All of the parts are pre-built with uniquely defined part

numbers except for the .75 Bolt.


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As a rule-of-thumb, any parts that are connected together and will not be moving without

each other, for example the hand grip and the handle will never be moved separately, it is

usually a good idea to put them into a sub-assembly. But, whereas the two jaws of the head

will move independently of each other, it is not advisable to put them into a sub assembly.

Note: All documents are contained within the Bolt Cutters folder.

Start a new assembly design document. You should close all other documents and then

start a new product. Make sure you are in the assembly workbench before continuing.

It is a good idea at this point to give the assembly a good part number.

Using the third mouse button select onProduct1and then selectProperties. This will

bring up the properties for that product.

Switch to theProducttab, change thePart Numberto Handle Assembly and select OK.

This will give the unique id of Handle Assembly to this product.

Save your document. Notice the name is automatically chosen as the file name. Be sure toadd your initials to the name of the document though.

Insert theHandleinto the assembly. This can be done the same way you did it in theprevious section. Select the existing component icon and then select theHandle Assembly

product. Then you can choose theHandlepart to insert into the assembly.

Insert the Hand Gripinto the assembly. Notice that the hand grip and the handle do notinsert into the correct location. This is common unless you build your parts where they

would appear in the assembly.


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Bounding Box

Select theHand Grip. Notice the white box that is displayed around the hand grip. This is

called the Manipulation Bounding Box. It allows for simple movements of the parts

within the assembly. Note: If the bounding box does not appear, it can be turned on under

the following options: Tools, Options..., General, Display, Navigation Tab, and the option

Display manipulation bounding box.

Select and hold the first mouse button on any one of the white lines and drag the hand

grip. Notice the hand grip moves in the direction of the line. This is a nice method to

quickly manipulate your parts to various locations. However, the part cannot be rotated

using this option. You will now use another method to manipulate your parts.

Manipulation

Make sure theHand Gripis selected, and select the manipulation icon. The

Manipulation Parameters window appears.

The manipulation icon will allow for the part to be moved in any direction as well as rotatedabout any axis.

The first row allows the part to be moved in the x, y, z,

or any selected direction respectively.

The second row allows the part to be translated along

the xy, yz, xz, or any selected plane respectively.

The third row allows the part to be rotated about the x,

y, z, or any selected axis respectively.

With respect to constraintswill keep the part

constrained, but will move the part in free directions.

This will be demonstrated later.

Take a moment to practice moving the parts around with the various options. Try the

different methods of moving the parts, both translating and rotating. Being able to initially

position your parts before constraining will make constraining your assembly much easier.

Select OKon theManipulation Parameterswindow. You will now constrain your parts.


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Coincidence Constraint

Select the bottom of the handle as shown below. Make sure you select the bottom face

and not just the edge. You are going to constrain the bottom of the handle to be coincident

with the inside bottom of the hand grip.

Rotate the assembly until you can see into the bottom of the hand grip. The reason a

coincidence constraint is going to be used and not a contact constraint is because these twofaces are really designed just to be at the same position not really in contact with one

another. However, a contact constraint could have been used.

Hold down CTRLand select the inside bottom of the hand grip as shown. This will

make both parts selected.

Select the coincidence icon. The two parts will be moved and the Constraint

Propertieswindow will appear.


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1 Name This area describes the name of the particular constraint. A

unique name can be given to the constraint if desired.

2 Supporting Elements This area describes what elements are involved in the

constraint and what was selected. In this case, the two

components are the handle and hand grip. The type of

elements that were selected were planes representing the two

faces that were selected.

3 Status This area describes the status of each of the elements. If for

some reason the constraint could not be applied, the element

in error would have a different status message.

4 Orientation This is the most important field. Notice the two arrowsdisplayed on the faces of the parts that were selected. The

arrows denote what two sides of the faces are involved. There

are three options for Orientation.

Same Make the arrows point the same direction

Opposite Make the arrows point opposite directions

Undefined Direction of the faces are neglected

Change the orientation of the constraint to be Oppositeif necessary. The orientationwill most likely need to be changed. Observe both parts to make sure they are correct.

Select OK. This will implement the constraint. Notice the same constraint icons are used

as in the Sketcher.


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Contact Constraint

Select the inside of the hand grip and using the CTRLkey select the outside of the

handle as shown. You may have to manipulate your hand grip away from the handle in

order to select the necessary surfaces. Use the manipulation icon with the With respect to

constraintsoption selected.

Select the contact constraint icon. This will create a surface constraint between the

two components. A contact constraint is desired here, because the handle and hand grip are

usually always in contact with one another. The Constraint Propertieswindow will appear.

All of the fields are the same as the coincidence constraint properties with the exception of

the three options of point, line, and surface contact. These define whether a point, line or

surface is in contact with each other, respectively.

Contact constraints become very necessary when stress analysis is to be performed on

assemblies.


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Note: The following Assistant window may appear. This gives little bits of information as

you perform various tasks, however it can become very annoying. To turn it off and keep it

from coming on as you perform the exercises select the Do not prompt in the future option

and then select Close.

Select OK. The hand grip is now attached to the handle.

This completes the assembly. It is a good idea to hide all constraints before calling the

document finished. Hiding the constraints keeps them from cluttering up the display when

the assembly is used elsewhere.

Hide your constraints and save your assembly.


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CloseHandle Assemblyand start a new assembly. Remember, it is always a good idea to

give the new part or product a unique, descriptive name right away.

Change the part number of the product to Bolt Cutters. Dont forget to save your

assembly now and at intermediate steps of the exercise so if something happens you will not

have to start all over..

Insert the Handle Assemblytwice. Both handle assemblies will be inserted in the sameplace, so there will only appear to be one inserted. However, if you look in the specification

tree you will see that there are two.

Move the handle assemblies so both are visible. This can be done by either selecting one,

and dragging one of the white lines of the manipulation bounding box or by using the

manipulation icon.

At the top of the handle, there is a pivot point that is split in half as shown below. These two

faces are going to be constrained together.

Select the contact constraint icon and then select the two faces as shown above. The

two handle assemblies move to get the two faces in position where they can be in contact

with one another. You should note that the two handle assemblies did not align themselves

with the centers of the hole. You will put that constraint on next in order to get both of the

handle assemblies connected correctly.

Select the coincidence constraint icon. You will select the two centerlines of the holes in

order to align them.


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Select the centerline at the inside of the pivot hole as shown below. Moving the mouse

cursor to the inside of the pivot hole will bring up the centerline. Either pivot hole can be

selected. It is difficult to select the centerlines at times but if there is a curved surface

available to select that is associated with the centerline you can select on the curved surface

and it will select the centerline. In this case you may find it easy to select on the curved

surface of the hole and you will see the centerline appear as you select.

Select the other centerline to align the two pivot holes. The two handles will snap

together. It is very likely that they are rotated in a way which is invalid for the actual

operation of the bolt cutters. There are no conditions being constrained that keep the two

handle assemblies from rotating around the centerline.

Manipulate one of your handle assemblies using the manipulation icon and the option

With respect to constraintsto look like the diagram shown below. It is important to use

the With respect to constraintsoption or you may manipulate your components to not meet

those constraints. If you ever do that, you can update the constraints in order for them to

take effect again. The best option to use will probably be the rotation about a specified axisusing the centerline as the axis.

This would make a good point to save your model before continuing.


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Insert the Headinto the assembly. The head will come into the assembly in the incorrectlocation. Go ahead and move the head to a more suitable location at the top of the handles.

You may have to reframe the display in order to see the head.

With the head of the cutters near the proper location, the snap option will be used to move it

into the correct location.

Snap

Select the snap icon. This option will allow you to position or snap two objects

together.

Select the centerline of the head and the top of one of the handles. Notice that when you

went to select the top of the handle the centerline appeared.

Notice the series of green lines and arrows. Selecting these will reverse the direction of the

snap and will flip the part in various ways. Use these to orient the head properly to the

handle. Selecting anywhere on the screen will release the snap motion. Notice noconstraints were applied when using the snap.

Note: The rotation of the head may be different than what appears above, do not be

concerned because you are going to rotate the head later anyway.

Apply a coincidence constraint between the centerlines of the head and the handle that

was just snapped together. This will make sure that the two centerlines will always

remain aligned with one another.


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Apply a contact constraint between the two surfaces that will move the head into the

proper location. The end product should appear similar to the one shown below.

Manipulate the head using the manipulation icon and the option With respect to

constraintsto look similar to the diagram shown below.

Another head needs to be inserted into the assembly. This time another method of insertion

will be used.

Defining a Multi Instantiation

Select the define multi instantiation icon. This icon can be found under the fast

multi instantiation icon, make sure you do not confuse it with the fast multi instantiation

icon. This one has a little bar near the bottom of the icon. AMulti Instantiationwindow

will appear.

Component to Instantiate displays the

component that is going to be instantiated.

Parameters defines how the component is going tobe instantiated. The options are the same as when a

feature is to be patterned in part design.

Reference Direction defines the direction of

instantiation.


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Fast multi instantiation will allow a part to be inserted into the assembly multiple times at a

given distance in a given direction. First the multi instantiation has to be defined. After it

has been defined it can be used over and over again using the fast multi instantiation icon.

Select theHead. This defines what is going to be instantiated.

Make sure theNew Instance(s)is set to 1, and the Spacingis set to 3in and select OK.

This will place a new instance of theHead component into the assembly.

Add coincidence and contact constraints to the new head and manipulate it so it looks

similar to the diagram shown below.Remember, it is imperative that the head be in the

right direction. Did you remember to manipulate with respect to constraints?


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Smart Move

This time a smart move will be applied to finish the assembly of the main components.

Select the smart move icon. This icon can be found under the snap icon. It looks

very similar to the snap icon except for a little red mark in the upper right of the icon. It

will perform the same function as the snap icon but will allow for automatic constraintplacement. The Smart Movewindow appears.

TheAutomatic constraint creationoption allows for constraints to be created automatically.

The list of constraints in the Quick Constraintsection is the order of preference that smart

move will go through when applying constraints. You can modify the order of preference

by using the up and down arrows to the right. You can also change this list by using pull

down menu Tools, Options..., Mechanical Design, Assembly Design, General tab.

Make sure theAutomatic constraint creationcheckbox is on. This will create the

necessary constraint between the two selections.

Select the centerlines at the inside of the two pivot holes in the head as shown below.

This will add the constraint to the two pivot holes and snap them together.


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Select OK. This will finalize the constraint creation. You may have to update your

constraints in order for your assembly to appear correctly. Now you will move the assembly

with respect to these constraints.

Select the manipulation icon and then select the rotate around any axis option. Also,

make sure the checkbox for With respect to constraintsis on. This will allow the parts to

rotate about any given axis that is selected with respect to any constraints placed on the

assembly.

Select the inside of the pivot between the two handles and then select and drag one of

the handles. Notice the whole assembly moves. Note, this is not kinematics because the

assembly can be moved beyond the physical limits but this is a good way to test the model

to insure that the entire assembly is constrained correctly.

Select OK. This exits the manipulation window.

There is only one thing left to add, bolts. You will now insert them.

Hide your constraints. This will hide the constraints up to this point of the exercise.

Insert the 1.25 Boltinto the assembly and move it to a close location. This bolt will goon the pivot between the handles.

Add a coincidence constraint between the centerline of the bolt and the centerline of

the pivot between the handles. Remember, this will align the bolt with the hole. Be sure

to select OKwhen done.


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Add a contact constraint to put the bolt into the pivot hole. This can be accomplished

by adding a contact constraint between the outside of the handle and the underneath side of

the bolt head. Your assembly should appear similar the diagram shown below.

This would be a good time to save your document. Do you notice that the bolt sticks out too

far. You need to modify the bolt to be .75 inches instead of 1.25 inches long and save it as a

separate part. You will do that next.


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Modifying a part to create a new part while in the assembly

Expand the 1.25 Boltbranch until you see thePartBody. This will allow you to enter the

part design workbench through the assembly.

Double selectPartBodywith the first mouse button. This takes you to the part design

workbench allowing you to perform tasks just like you do when in part design. This is

similar to what you did when you created a new part in the assembly. This time you aregoing to modify a part.

ChangePad.1to have aLengthof 0.75 inches. Notice that the bolt becomes shorter but

the head of the bolt moves instead of the end of the bolt, this is determined by the original

design of the bolt.

Right click on the 1.25 Boltbranch at the top of the branch as shown below. Since you

do not want this new bolt to be referred to as a 1.25 Boltyou are going to change its name

before you save the modified part.


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Select thePropertiesoption. A Propertieswindow appears similar to the one shown

below.

Change theInstance nameand thePart Numberto be .75 Bolt. Notice thatLink to

Referencearea in the Propertieswindow. This is very important, when you change the

name you want to save the part in a way that will update this link.

Using Save As, save the modified part as 0.75 Bolt. It is important that you use Save Asinstead of Saveor you will save on top of the 1.25 Bolt. This will bring up a window

similar to the one shown below.

Select OK. This will update your assembly with the new link to the .75 Boltinstead of the1.25 Bolt. If you check the properties again you will notice the change.

Double select onBolt Cutters. This will return you to the main assembly and the

constraints get updated positioning the bolt in the correct location. Remember you used a

contact constraint between the bottom face of the bolt head and the outside face of the

handles. You can go ahead and collapse the .75 Boltbranch if you want.


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Since you wanted the modified bolt to be saved as a different part you had the extra step of

renaming the part and the instance name. This procedure works well as long as you

remember to save the part while in the part design workbench so it updates all of the links.

You could have modified the part outside the assembly if you wished.

Insert the 1.25 Boltand constrain it to the pivot between the two heads. This is done

the same way as you constrained the previous bolt.

Fast Multi Instantiation

Select the fast multi instantiation icon. Since the multi instantiation has already

been defined there is no need to re-define it.

Select the 1.25 bolt. Another bolt is automatically inserted into the assembly. This is a

good way to put the same part into an assembly multiple times. If you know in advance that

several are needed, you could re-define the multi instantiation to place multiple copies of the

part at the same time.

Add another bolt and constrain the two into the proper locations. This will finish the

assembly. Be sure to hide all of the constraints before calling things completely done.

Dont forget to save your assembly.


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This will be the next assembly put together. This assembly only has a few parts, but the

table stud and duck are used several times. The names of the files are shown pointing to the

respective part.

All the machining table parts are held within the Machining Table directory.

Start a new assembly, name it Machine Table and insert the Tableinto the assembly.Review previous sections if you are still unsure how to accomplish this.

Move the table in the negative Z direction. This can be done by either using the

manipulation icon or by using the bounding box. It is necessary to move the table some, so

that all newly inserted parts do not insert inside the table, out of sight.

Since the table never moves, it is a good idea to fix it in space.

Fix Constraint

Select the fix component icon. This will fix a part in space. Once fixed, it will not

move. Generally when you are creating an assembly, it is a good idea to have one of the

parts fixed and then assemble the remaining parts around that one. This works well when

you have a part that normally does not change location.

Select the Table. This will place a fix constraint on the table.

Insert theMachine Partinto the assembly. This is just a simple machine part that willbe constrained onto the table in the appropriate place. This is a good first step before using

CATIA to machine the part.


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Apply a coincidence constraint between the table and the bottom of the part.

Remember, this can be done with either the coincident constraint icon or by applying a

smart move.

Move the machine part toward the center of the table as shown in the picture below.

This will make it easier to apply the offset constraints.

Offset Constraint

Select the offset constraint icon. The offset constraint allows two parts to be

constrained at a specified distance from one another. The Constraint Properties window

appears.

Select the front side of the machine part and the front of the table (denoted by an F).

The front side of the part being the flat side near the large radius

Change the Orientationto Undefinedand the Offsetto 5.0, select OKwhen done.This

will set the part at 5 inches from the front of the table. The distance may need to be -5

depending on the order of selection.


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Place an offset constraint between the open end of the part and the right side of the

table. This will position the part on the table.

Change the Offsetto 36 and select OK. The machine part should now be constrained near

the center of the table.

Placing all of the table studs and ducks takes some time, so it is advisable to save your

assembly. In order to reduce the amount of time it takes to assemble all of the ducks and

studs you will use the copy option to duplicate the geometry with the constraints that are the

same for all of the studs and ducks.

Insert Table Stud-6into the assembly. These are used to hold the ducks and positionthem in the correct locations.

Constrain the bottom of the stud to the bottom of a slot of the table. Just the bottom of

the stud needs to be constrained at this time.

Insert the 3x1.5 Duckinto the assembly. This part will attach to the stud and then be

used to hold the part in place for machining.

Constrain the center of the duck to the center of the stud. This will align the duck with

the stud enabling it to be attached but able to move up and down on the stud.

Constrain the bottom of the duck lip to the top of the part. The assembly should be

similar to the one shown below. You may want to move the stud away from the table in

order to make it easier to work with when copying. If you move the stud you probably will

want to use the manipulation icon so you can move it using the With respect to constraints

option.


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Copying and Pasting with constraints

Note: You need to make sure that your Paste componentsoptionAlways with the assembly

constraintsis turned on under pull down menu Tools, Options, Mechanical Design,

Assembly Design, Constraintstab.

Using the CTRLkey select both the Table Stud-6and the3x1.5 Duckfrom the

specification tree. This will select both items.

Press the third mouse button while on one of the items and choose copy or select the

copy icon. This copies the stud and the duck.

Select theMachine Tablefrom the specification tree. This will allow you to paste the

stud and the duck into the Machine Table assembly.

Press Ctrl-Vor select the paste icon. This will paste a copy of the stud and the duck

on top of the original while keeping the constraints that were specified on the original. You

should notice another Table Stud-6and 3x1.5 Duckappear in your specification tree.

Repeat the last two steps until you have a total of five studs and ducks. The

specification tree should look similar to the one shown below.

You will now proceed to finish constraining the studs and ducks to their proper positions.

The steps will be given for the first one and then it is up to you to finish constraining the rest

of them.

Constrain the side of one of the studs to the appropriate side of the first slot. This

should position one of the studs in line with the first slot. Use the manipulation icon to

move the stud and duck closer to the part using With respect to constraints.


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Angle Constraint

Select the angle constraint icon. This will allow parts to be constrained at a

specified angle, perpendicular or parallel to one another.

Select the front side of the machine part and the back of the duck as shown above. The

Constraint Propertieswindow will appear.

Change theAngleto 45 degrees and select OK. This will finish the constraint.


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Select the offset constraint icon, select the open end of the machine part and the

rounded corner of the duck closest to the open end of the part as shown below. Notice

that when you select the corner it is actually using the centerline of the radius corner not the

outside surface of the corner. This will place a offset constraint between the outside edge of

the part and the centerline of the corner.

Change theOffsetto -4 and select OK. This constrains the table stud and the duck in the

correct location to hold the part to the table for machining. However it is still necessary for

the other studs and ducks to be positioned to keep the part from moving during machining.


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You will now finish constraining the rest of them using the dimensions shown below. The

diagram will also show you which slot each stud should go in counting from the front to the

back.

The table has been omitted for clarity.


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The finished table should look like the following.

This would be a good time to save your model.

Next, you will check to insure that everything is constrained.


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Explode

Select the explode icon. Exploding a product will separate all the pieces.

Depth Determines how far into your assembly the explode will affect

All levels goes completely through the tree

First level only goes through the first level, leaving sub-assemblies alone

Type Determines the type of explode that will occur

3D moves geometry in all directions.

Projection projects the exploded geometry to the current window frame, at the

rotation axis

Constrained explodes the geometry keeping centerline coincidence constraints

intact. This explosion type gives results most similar to reference

documents, but also takes the longest to compute.

Selection The product that is going to be exploded

Fixed productThe component that will not move when the explode takes place

Select inFixed productinput field and select the Table. Selecting a fixed part will keep

the one part in the current place while moving all the others.

LeaveDepthtoAll levelsand Typeto3Dand select OK. The geometry should explode

above the table. A warning message displays warning about the modified product positions.

Select Yesto the warning. This warning is telling you that the positions of the components

of your assembly are about to move. If you do not have your part properly constrained then

it will be unable to reposition them correctly.


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Select the update icon from the bottom toolbar. The assembly should update and

all the parts should return to the original positions. If some parts are not in the correct

locations, then the constraints are incorrect. It is a good idea to explode, and then update all

assembly design models before calling them finished to insure all parts are constrained.

You are now finished with this assembly, remember to save your document.


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Assembly Design - Adv. Constraint Options, Page 55 Wichita State University

Advanced Constraint Options

This section will cover the remaining constraint options that have not been covered yet.

After this, all constraint options will have been covered.

This assembly is made up of two sub-assemblies. One sub-assembly being a stationary

wheel and the other being a swivel wheel. The stationary wheel will be assembled first.

Below is the wheel with the filenames labeled.

All documents can be found in the Rolling Table directory.


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Start a new assembly and insert all three parts into the assembly. The filenames for the

three parts are StatWheel Mount, Wheeland Wheel Pin. The three parts will not insertinto the correct locations. Remember to give your assembly an unique part number such as

Stationary Wheel.

Fix Together Constraint

You are going to put a fix together constraint between the mount and the pin. The purposeof this is to just show you how fix together works and then you will remove the fix together

constraint in order to complete the assembly. Normally you would use this constraint when

two or more parts are positioned approximately instead of precisely. This allows the

attached parts to move together instead of independently. The important thing to remember

is that anything that overrides the constraints (explode, manipulating without respect to

constraints) will cause the fix together to change definition. This is because updating will

not restore the two objects in the same position, all it does is force the one object to move

with the other.

Select the fix together icon. This automatically brings up the Fix Togetherwindow.

Select the Wheel Pinand the StatWheel Mount, then select OK. This will fix the two

parts together.

Using the manipulation icon with the With respect to constraintsoption on, move the

mount. Notice that the pin moves with it. This is how fix together works.

Turn the With respect to constraintsoption off and move the mount. Notice that only

the mount moves and there is no update option.

Turn the With respect to constraintsoption back on and move the mount. Notice that

the pin moves with it again.

Select OK. This will exit the manipulation option.

Expand the constraints and delete the fix together constraint. You are going to apply

other constraints to the mount and the pin in order to position the two parts precisely with

respect to one another.


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Quick Constraint

Select the quick constraint icon. Quick constraint will guess what constraint is to

be applied. The order in which they are guessed is available for modification under the pull

down menu Tools, Options, Mechanical Design, Assembly Design, Quick Constraint. From

there, you can specify what constraints are to be created before others. The default list is

assumed for this exercise, so modify with caution.

Select the centerline for the wheel pin hole on the stationary mount and the centerline

of the wheel as shown above. Notice the parts snap together and a coincidence constraint

is generated automatically.

Select the quick constraint icon, then select the wheel pin and the center of the wheel

as shown above. Again, a coincidence constraint is placed on the wheel pin and the center

of the wheel. As you can see this can be very handy in quickly applying constraints.


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Select the quick constraint icon and then the inside of the mount, and the flat outsidepart of the wheel hub as shown above. Notice the quick constraint places a surface

constraint on the two components. This constraint would normally be fine but for this

exercise you will change the constraint to be a coincidence constraint instead of a contact

constraint.

Changing a Constraint

Select the change constraint icon. This will bring up a window of constraint options

that could be placed between the two parts. If the window does not appear select the

constraint that you just created. This list will change as different types of constraints are

selected in different circumstances.

Select Coincidencefrom the ChangeTypewindow and select OK. The contact constraint

is now changed to a coincidence constraint. Any type of constraint can be changed in a

similar manner.


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Apply an offset constraint between the outside of the stationary mount and the end of

the wheel pin. Set the offset to 0.625. This can be done by either using a quick constraint

and then changing it, or by using an offset constraint.

Save your assembly since you will use it later. Do not forget to save it with an unique part

number if one has not already been assigned.


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The next assembly will be the swivel roller. Due to the complexity of the bearing, it will be

assembled first, then used as a sub assembly to the full swivel roller. The bearing is shown

below partially exploded to display all parts with labeled filenames.

Start a new assembly and insert the Bearing Retainerand the Bearing. Note onlyone bearing is necessary. The rest will be automatically put into the assembly. Also notice

the yellow socket on the bearing retainer. This is the first socket of the circular pattern and

is where the ball bearing will be constrained.

Apply a contact constraint to the ball bearing and the yellow socket.This is

accomplished by selecting the surface constraint, the yellow part of the socket, and then the

ball bearing.


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Reusing Patterns

The pattern that was used to create the sockets in the bearing retainer will now be used for

the ball bearing.

Expand theBearing Retainertree until theBearing Patternis visible.


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Select the reuse pattern icon. This icon will allow the user to re-use any pattern used

in a part design. Placing bolts in a defined pattern is another good example of where this

could be used. TheInstantiation on a patternwindow appears.

Pattern contains the pattern that is going to be used

Instance(s) how many instances the pattern contains

In component the component that the pattern exists in

Component to instantiate the item you are going to use in this pattern

First instance on pattern

re-use the original component the original component is used and others are

added

create a new instance the component is copied and then placed into

the pattern locations

cut & paste the original component the component is deleted by being cut and then

pasted into the pattern locations

Re-use Constraints

All all constraints are re-used

None no constraints are re-used

Selected the selected constraints shown in the window are re-used

Put new instances in a component places all new instances into its own assembly


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Select theBearing Patternfrom the tree. The bearing pattern is entered into the

Instantiation on a patternwindow.

Select theBearing. The bearing is inserted into the window as well as displayed on the

screen. Notice the surface constraint that was created will be re-used. This means that all

new bearings will have the surface contact with the bearing retainer. If there was more than

one constraint, then all constraints or those selected would be re-used.

Make sure theInstantiation on a patternwindow is set the same as below and select

OK. The new ball bearings are inserted into the retainer with the constraints applied.

Now, all of the ball bearings have been inserted into the assembly and constrained all in one

step. Next, you will add the bearing race to finish the bearing assembly.

Insert the Bearing Raceinto the assembly. The bearing race will need to be constraineda distance apart. In reality, a bolt would determine the distance the two races would be apart

(varying the distance or pressure would determine the ease of movement). The race also

needs to be constrained to the center of the bearing retainer.

Apply a coincidence constraint between the center of the race and the center of the

bearing retainer. This should make the race and the retainer line up. The race may also

need to be moved closer to the bearings for easier manipulations.


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Apply an offset constraint of 0.125 between the flat surface of the bearing race and the

center of one of the ball bearings as shown below. The center of the sphere can be

selected by selecting the outside of the sphere. Since all the bearings are linked together,

they will all move at the same time. Note: All the other constraints are hidden in the

picture.

Insert another bearing race. Remember, this can be done by either doing a fast multi

instantiation or by inserting an existing component.

Apply a coincidence constraint between the centerlines of the two races and a distance

of .25 in between the two flat surfaces of the bearing races. This should complete the

bearing assembly. Try exploding the assembly and then updating it to be sure all the

constraints are correct.

Make sure you save your model since you will need this assembly later.

The rest of the assembly is now ready to be constructed. It is up to you to decide what type

of constraints are necessary to finish the swivel wheel and table.


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Swivel Wheel Assembly

You should locate the wheel pin the same way you did with the stationary wheel. Place an

offset between the outside of the mount and the end of the wheel pin of .625 inches. Note:if you explode it to check your constraints you may only want to explode the first level.


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Rolling Table Assembly

This can be a complex assembly to put together if you do not fully understand how each part

goes together. The following steps and diagrams are for your understanding, it is not

necessary that you perform the constraints in this order.

The first step is to assemble the framework using anEnd Angle, Side Angleand a Vertical

Angle. The diagram shown below will give you an idea of how these three pieces fit

together. This can be accomplished by using coincidence constraints using the holes. Make

sure you attach the two pieces to the correct end of