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CATIA Basics
CATIA TrainingFoils
Version 5 Release 8
January 2002
EDU-CAT-E-COM-FF-V5R8
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Course Presentation
0.5 day
Targeted audienceNew CATIA V5 Users
Prerequisites:
None
Objectives of the CourseIn this course you will learn basic manipulations and tools and get familiar
with standard CATIA V5 interface and behaviours
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Table of Contents
1. CATIA User Interface
2. Multi-document Support
3. Workbench Concept
4. Manipulating Objects with the Mouse
5. The Specification Tree
6. Moving Objects Using the Compass
7. Manipulating and Viewing Objects
8. Working with CATIA Documents
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You wil l learn and p ract ice basic co ncepts of CATIA us er interface
CATIA User Interface
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Some Key features:
Multi-document support
Standard and specific menus & toolbars
(File, Edit, Insert...)
Standard manipulations (Copy-Paste, Drag
& Drop, Edit in place...)
Intuitive (Highlighting, copilot, cursor
shapes...)
Contextual menu (MB3)
Specification Tree including alltechnological features, constraints,
relationships ...
Workbenches and associated toolbars ...
What about CATIA User Interface ?
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Menus
Tree
Icons to minimize, maximize,
or close windows
Toobars of active
workbench
...
You can easily change the layout of CATIA window by hiding or moving toolbars.
You can have several documents open at the same time within the CATIA window.
CATIA User Interface
Double arrows mean
there are more
toolbars Drag the >>sign to move unseen
toolbars
Icon of active workbench
Part DesignWindow of
active
document
Tree scrollbar
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Toolbars provide quick access to tools
which are also available in menusUse the View menu
to activate toolbars
Drag separator to
move the toolbaranywhere
Menus and Toolbars
Click [x] to
close thetoolbar
Right click (right mouse button) in the
prompt zone to quickly access the
toolbar list
Toolbars that are checked
are accessible. Others are
hidden.
Double arrows mean
there are more
toolbars. Drag the >>
sign to move unseen
toolbars
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Multi-documents Support
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Click to minimize (iconify)
Click & drag any edge to
resize a window
Click to maximize
(full screen)
Click to restore initial size
(when full screen or
minimized)
Active
Document
Click to closeCATIA window
Manipulating Windows
Use the Window menu to list
& swap open windows
Inactive
Document
One click on CATIA Document with MB1 to activate it
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You w il l learn to access and cu stom ize the favori te wor kbenches
Workbench Concept
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The Workbench Concept
Mechanical Workb enches
Part DesignTo design parts
SketcherTo sketch 2D profiles
WireFrame & SurfaceToEnrich existing
mechanical part design with wire frame features
and basic surface feature
Assembly DesignToEasily establishmechanical assembly constraints, automatically
positions parts and checks assembly
consistency
Generative & Interactive DraftingTo
Generate drawings from 3D part and assembly
designs and make pure 2D drawings
Sheetmetal DesignA very intuitive and
productive environment to design sheet metal
parts
CATIA is org anized into s everal work benches. Each work bench is dedicated to a
speci f ic work
You will work in documents. There are different types
of document depending on the workbench used....
Your work is stored in docum ents
Current workbench
Documents
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Accessing the Workbench (1/2)
To access the Assembly
Design Workbench,
Start CATIA, then select the
Start menu choosing
Mechanical Designand
Assembly Design
Assembly DesignWorkbench icon
You can access all standards Workbenches by the Start menu.
Access a Workbench by :
Selecting from the Start Menu or Selecting File / New :
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Favorite Workbenches
Favorite Workbench es are those that CATIA w il l disp lay
for you at each beginning of session in the Welcome
panel. Welcome panel is empty by default
The welcome panel is also available by clicking on Workbench icon
Welcome
Panel
Favorite
Workbenches
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You wil l learn the dif ferent ways to select, manipu late, and view o bjectswi th the Mouse
Selecting Objects with the MouseMoving Objects Using the Mouse
Manipulating Objects with the Mouse
S O
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You w il l learn how to select one or more elements using the mou se
Selecting and Editing Objects with the Mouse
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The Mouse Functions
MB2
MB3
MB1
MB means Mouse Button
To manipulateobjects
To display the
contextual menu
To select and
edit objects
Wh t b t S l ti Obj t ?
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What about Selecting Objects ?
You can either select an object (or several
objects) geometry or its corresponding feature
in the tree.
Selecting the geometry will highlight the tree
feature(s) and vice versa
Simple Select ion :
Mult i -select ion:
Select ion of Geometry or Tree Feature :
To select an object you press the left button of the
mouse, also called mouse button 1 (MB1)
A standard way: [Ctrl] key
Trapping objects:
+
+
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S l ti S l Obj t U i th [Ct l] K
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1
Press [Ctrl] key
2
Using the Control k ey is a standard Windows w ay to select several elements (mult i-selection)
Keep [Ctrl] key pressed and select the
desired objects (in the tree or in the
geometry)
To de-select elements click in the empty background
Selecting Several Objects Using the [Ctrl] Key
3 Release [Ctrl] key to endthe selection
To de-select a single element, click on
it while holding the [Ctrl] key
Selecting Several Objects Using the Trap Tool
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Trapping several objects to select them
1
Select the down arrow of the
Select icon
2
Drag your cursor while
pressing MB1 to trap the
desired objects
Result: Objects completely
included in the trap are
highlighted and selected
To de-select elements, click in the empty background
Selecting Several Objects Using the Trap Tool
The cursor shape changes
to a small hand
3Release MB1
Select the Selection trap icon4
Intersecting Trap
Selecting Trap
Editing Parts
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Edit ing a part may m ean for examp le modi fy ing the densi ty of the part or the
part number (i ts proper t ies), but mo st of ten edi t ing consists in m odi fy ing the
sketches or th e features compos ing the part. This operat ion can be done at
any time.
To edit a sketch , do uble-cl ick on it in the Specif icat ion Tree
Editing Parts
1
To edit a feature through defini t ion dialog box es in order to redefine
the parameters of your ch oice:
Double-click the feature ( a circular pattern ) to be edited (in the
specification tree or in the geometry area).
The Circular Pattern
Definition dialog box
appears
2 Modify Parameters
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The Specification Tree
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You wil l g et fam il iar w ith us ing the Specif icat ion Tree
The Specification Tree
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Hide and Show the Tree
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Hide and Show the Tree
Keyboard Shortcut to Hide the Specification Tree :
F3key to hide/show the Tree
To display Specification Tree, click again
on F3 key
Specification Tree
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Drop the Compass onto a Component (3/3)
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1 Click and drag the red square of thecompass
2
Drop the compass onto
a component,
3
Select the Feature you
wants to move4 Select one element of the
Compass (axis,plane..)
5 Result
You can move specific features with the compass
Moving One Component in an Assembly
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To position the compass at its initial place, clik on empty background, on the XYZ axis
system, or drag it and drop it onto its anchor point. If you do not see the compass, click on
the View > Reset compass menu option (no element selected)
Click and drag the redsquare of the compass,1
2
Green compass means the
component can be moved
Drop the compass onto
a component,Move the component
using the compass axes
and planes
3
You can move and drag instances on the Assembly with the Compass
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Selecting Objects
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You w il l learn how to select one or more elements using the
other too ls such as the search command
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Selecting Objects Using the Search Command (2/2)
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Click OK to confirm the operation5
7
Click Select to select the elements in the 3D
viewer and OK to close the dialog box
In the Search dialog box:
Select the Favorites tab6
7
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Magnifier
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If objects are overlaid or the visualization gets confused, you can use
additional tools
Magnif ier :
The Magnifier allows you to select elements
while keeping a general view of your
geometry. It is activated using the View >
Magnifiermenu option
It opens a window zooming on the elementsseen through a rectangular trap
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When to Hide Elements?
To clarify visualization temporarily in 3D or in the Sketcher or to get
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To clarify visualization temporarily, in 3D or in the Sketcher, or to get
rid of construction elements but still keep them accessible
Construction elements
Sketcher elements
Examples
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You can redisplay construction and 3D elements previously hidden
Redisplaying Elements
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p y p y
for visualization purposes
1
The background color changes (i.e. green)
3Click the Hide/Show icon
Select the element(s) to redisplay2
4Click the Swap visible space icon to go
back to visible space
Result: the selected elements are visible
Click the Swap visible space icon in the View
toolbar to swap from visible to invisible space
You can quickly redisplay an
element by right clicking on the
element in the tree (right mouse
button) and selecting the
Hide/Show option in the
contextual menu
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What are the Different Rendering Styles?
You will use material for realistic and nice pictures, shading mode
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Shading (SHD) Wireframe (NHR)
Hidden Lines Removal
(HLR)
Shading & edges
for regular work, and edges for easy selection, ...
You can customize the
viewing mode according to
your own needs by quicklyapplying viewing
parameters, especially
outlines and materials
Standard Styles Custom ized Style
Customized
Shading with edges & hidden
edges
Applying Rendering Styles
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Click on the white arrow close to the
rendering style iconThen select the style you want to apply.
It will be applied automatically to the
geometry
1
2
Wireframe (NHR)
Dynamic Hidden Line Removal
Shading (SHD)
Shading with Edges
Shading with edges & Hidden Edges
Customized...
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Applying Materials
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You w il l learn how to apply, and modify a mater ia l
to a part
Material applied to a part andtoolbar
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Materials Properties
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Material Properties
Applying materials affect the physical and
mechanical properties of elements, for
example density
These data will be used for calculation purposes in
CATIA.Generative Structural Analysis
Note: Appropriate licenses are required to use the
Analysis and Drafting tabs
Material Phys ical Propert ies
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Modifying the Customized View Style
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1
Activate the parameters
you want to see in the
customized view (materialto see materials)
2
Click OK to confirm the
customized view style3
Activate the Customized View icon to apply
it to the visualization4
Applying a Material First you need activate the Custom View style to obtain the visualization with the material
The Custom View style must activate the Material option (View > Render Style > Customize View)
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Select the PartBody to which
you want to apply a material1
Click on the Apply
Material icon2
Select the material you
want to apply3
Click on Apply Material for
preview (You can try differentmaterial and click Apply Material
to check)
4
Click on OK to confirm the
choice
5
You can activate the Link To File
option to keep a link with the
original material. This will update
automatically your the material in
your document if a change occurs
in the material library
(a small arrow means the materialis linked)
Quickly Applying Another Material
The Material Parameter is always displayed in the specifications tree;
its default value is set to None
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2 The Edit parameter dialog box isdisplayed. None is default if no
material is applied
Double-click on the Material feature
in the tree1
Type the name of another material
and click on OK to confirm3 Note that:
You need activate the Custom View style to obtain
the visualization with the material
The Custom View style must activate the Material
option (View > Render Style > Customize View)
Modifying a Material Properties
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Double click on the materialname in the tree
(Or use MB3 menu >
Properties)
1To modify the appearance of
the material icon in the tree
To modify the color of the
material and other
parameters... The Drafting tab allows you to
change the color and pattern of
the material for Drafting
purposes
The Analysis tab allows you to
check and modify the physical
properties of the material
3
2 Modify the parameters
Click OK to confirm the
changes
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What is about Graphic Properties ?Painter (1/2)
The Graphic Properties Toolbar is a powerful tool to change easily graphic
ti f t
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Line Thickness & TypePoint Symbol
Layer
Fill Color & Transparency Painter
The painter icon lets you apply graphics properties from one object to
another.
properties of components
Change Graphic PropertiesPainter (1/2)
1 Select elements with MB1 2Keeping the mouse cursor on the selected entities
and with MB3, Select Properties option
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You can select features on the History Tree and change theirs graphics
properties
2 With the Graphic PropertiesToolbar, select all desired
graphic properties
Painter Painter (2/2)
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Result
Select the Painter icon and then the reference element
in order to obtain the same graphic properties.
First, select elements you want to apply new
graphic properties with MB1 + Ctrl1
2
3
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When working in CATIA you create, modify and save geometry
within documents. Documents are containers
What about CATIA Documents ?
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Assembly Design
Part Design
Sketcher
WireFrame & Surface
Generative &
Interactive Drafting
.CATProduct file extension
Dif ferent Types o f Docum ents
The type of the document depends on the
workbench you will use to create and
modify the geometry:
Current workbench
Current document
(blue title bar)
.CATPart file extension
.CATDrawing file extension
A Product Structure is a way to structure and organize your products logically. You
can navigate within the structure and work on its different components
Terminology
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A Document is a file including data you will create and manage with the associated
workbench (specific extension)
A Workbench is a set of tools that allows you to create and manage your geometry
Current (or active)
workbench
Current document
blue title bar
Workbench
toolbars...
Not activedocuments have a
grey title bar
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Opening V5 Documents
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You w il l learn how to open new and exist ing
docum ents and how to lay out document window s
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File menu
Opening New Documents
1
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Opening New documents
Then you have to click the
type of document you
want to create
2
2
and click OK
3
1
Opening an Existing Document
Select the File Open... Command in CATIA menuOr
Click the Open icon
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4
Click the "Files of type" list to display
the list of document types which you
want to open
2
Check the Show Preview option to display a
preview of the selected file (Available Only on
Microsoft Windows NT workstations)
p
5Click Open to visualize in the
viewer your Selected document
The list of document types you can open
depends on the configurations/products installedand for which you have a license.
In the File Selection box: Select the file
location
3
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There are different ways to save changes made
in a document. You can also save an existing
Saving a Document with the Same Name
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in a document. You can also save an existing
document to create a new one
Shortcuts
Press [Ctrl] and [s]
keys simultaneously
The document is saved
in the same directory
with the same name
Saving an existing
document
This procedure creates a new document
Saving a Document with a New Name
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Saving a document for
the first time
Saving a document to
create a new one
2. Give a name to the new document to create
(Creates a copy)
1. Browse the file and select the directory
where to store the document
Here, the document is stored in the same folder with a new name.
It is a CATPart type document (Part Design workbench)
3. Click Save button to confirm
Closing a Document
Click on File > Close...
or on the Close icon
1
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If changes have been made but not
saved, a pop-up window asks you if
you want to save changes
Click on Yes, to save the changes,
Click on No to close the document without saving the changes,
Click on Cancel to keep the document open.
... or on the Close icon
of the document
window
3
2
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