table of contents · 2017-11-15 · exporting v6 data to v5 .....54 exporting and importing data...

CATIA 3DEXPERIENCE Transition 3DEXPERIENCE® R2017x

TABLE OF CONTENTS

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Manual Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Launching 3DEXPERIENCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Assembly Design Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Part Design Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Pull-down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Me . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Share . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Searching the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Navigation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Authoring Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Creating a Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Renaming the Current Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Saving and Closing the Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Naming Convention & Saving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Deleting Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Specification Tree Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Managing Data in 3DEXPERIENCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Importing and Exporting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

File Based Design Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Exporting V6 data to V5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Exporting and Importing Data using 3D XML Files . . . . . . . . . . . . . . . . . . 55

Managing Large Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Visualization Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Open Advanced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Selective Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Selective Open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Part Design & Drafting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Text in Sketcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Drawing Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Smart Open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Table of Contents, Page i© Wichita State University


Assembly Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Engineering Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Fix Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Coincidence Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Contact Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Offset Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104Angle Constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Kinematic Mechanisms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Engineering Connection Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Degree of Freedom Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Mechanism Representation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Mechanism Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Mechanism Player . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Dressup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Contextual Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Creating Publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136Creating Master Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140Creating External References Using Publications . . . . . . . . . . . . . . . . . . . 143Morphing a Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154Modifying Publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159Changing Master Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Links & Relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Assembly Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Assembly Hole* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Assembly Added* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182Assembly Protected* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189Assembly Symmetry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201Degree(s) of Freedom Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201Interference Simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203Measuring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215Sectioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233Calculating Weight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261Flexible / Rigid* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261Derived Representation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273Design Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Practice Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295Problem #1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295Problem #2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296Problem #3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297Problem #4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298Problem #5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300Problem #6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306Problem #7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307Problem #8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

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Appendix A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311General - Display - Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311General - Display - Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312General - Parameters and Measure - Measure Tools . . . . . . . . . . . . . . . . . . . . . . . 313Infrastructure - Publication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314Infrastructure - 3D Shape Infrastructure - General . . . . . . . . . . . . . . . . . . . . . . . . 315Infrastructure - 3D Shape Infrastructure - Display . . . . . . . . . . . . . . . . . . . . . . . . 316Mechanical - Assembly Design - Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317Mechanical - Assembly Design - Engineering Connection . . . . . . . . . . . . . . . . . . 318Mechanical - Assembly Design - Symmetry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320Digital Mockup - Markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321Digital Mockup - Sectioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322Digital Mockup - Text Marker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323Digital Mockup - Interference Check - Interference Display . . . . . . . . . . . . . . . . 324

Table of Contents, Page iii© Wichita State University


Introduction

CATIA 3DEXPERIENCE Transition

Upon completion of this course, the student should have a full understanding of thefollowing topics:

- Logging in and out of 3DEXPERIENCE

- Searching within 3DEXPERIENCE

- Creating and editing 3DEXPERIENCE PLM objects

- Managing data within 3DEXPERIENCE

- New features within 3DEXPERIENCE

- Kinematic mechanisms

- Assembly features

- Contextual design

- Analyzing a design

- Reviewing a design

Introduction, Page 1© Wichita State University


Assembly Design Screen

This is a fairly common screen that can appear within CATIA Version 6. There are variousareas of the screen which need to be pointed out.

A This is your specification tree. Currently, it has an entity referred to as a product. You will be working with parts in this class, so it will change to be a part. As youperform different actions, the tree will reflect those actions.

B The pull-down menus are used for a variety of different tasks. These will bediscussed in detail later in the book.

C The Search bar is located in the top toolbar and will be discussed in detail later inthe book.

D The current workbench is the Assembly Design workbench. The toolbars and iconsthat are available are dependent on the workbench.

The workbenches and the toolbars are customizable. If you change the positions of theicons, you will be responsible for knowing where you put them, although they can be reset.

Introduction, Page 8 ©Wichita State University


Part Design Screen

This is an example of how the Part Design screen looks when you first start a new part. Notice that the pull-down menus remain the same. However, the toolbars and icons alongthe bottom have changed, since you are in the Part Design workbench.

A The xy, yz, and zx planes are represented in the specification tree for every part thatyou create. They are the standard planes that CATIA uses.

B These are the actual planes that are represented in the specification tree. You willnormally use these to help design your part.

C The definition for your first PartBody is also located in the specification tree whenyou begin a new part.

D This is the robot. It has three separate parts. The letters X, Y, and Z represent theaxes. The Z axis is the default orientation. It has a manipulation handle and aprivileged plane. The sphere in the center is the manipulation handle. The XYplane is the privileged plane, which is located at the base of the compass. The robothas various options throughout CATIA, but in this class you will primarily be usingit as another method of rotating your part.



Searching the Database

When CATIA opens, it should appear as shown.

Type PDAS in the search field in the upper middle of the screen, then press Enter. Thesearch field is not case sensitive. However, using upper and lowercase letters will refineyour search, especially with a large database. It is recommended that you use casesensitivity, as this will be a common industry practice due to the large number of itemscontained in most databases. A search of the database is performed for all part files thathave PDAS in the Title attribute.



Type ASSY into the search field and select the Search icon. It is located besidethe search field. Selecting the Search icon is the same as pressing Enter. A databasesearch for all objects that have a Title attribute with ASSY is performed.

Each search string that is executed will be stored in the search history. You can access thesearch history by clicking the up arrow on the right side of the search field.

Select in the search field. A menu appears.

You can perform a previous search by selecting one of the search strings from the historymenu and pressing Enter or selecting the Search icon.



Search for ASSY170. You should have about 60 results.

Select the Thumbnail View icon. It is located in the upper right corner of theresults window. The results view is modified.



Select the Tile View icon. The results view is modified again.

Select the Datagrid View icon. The results view is modified again.



The results can be filtered as well. Notice the 6WTags area to the right side of the screen.

Select the expansion arrow next to the Type option.

Select Drawing from the list. The search results are filtered to only display the drawingdocument.

Select Drawing from the list again. The filter is removed and all of the ASSY170 objectsreappear.



Expand the Content Structure and select Intermediate. This will display only the subassemblies within the master assembly.

Notice a Selected Tags area appears at the top of the 6WTags area. This will list all ofthe filters that are turned on.

Select the Clear all active tags icon. The filter is removed and all of theASSY170 objects reappear.

Select in the Search field. The drop down should appear as shown.



Choose Advanced Search from the history menu. The Advanced Search area appears onthe right side of the window. This provides an alternative way to search and filter.

Close all tabs.

Note: You will find all of the class models and all of your own models by searching thedatabase, so be sure you are comfortable with searching before moving on.



Managing Large Assemblies

CATIA V6 provides tools that are helpful when working with large assemblies, such asvisualization mode, Open Advanced, and selective loading. Each of these will be discussedin the following section.

Visualization Mode

In CATIA V5, the cache system was used to replace parts in an assembly with computer-generated representations (CGRs), or 3D pictures. This option, known as visualizationmode, was not the default setting, and had to be turned on manually. In CATIA V6, theopposite is true. All assemblies are automatically opened in visualization mode. Expanding the part representations in the tree loads the data, thus changing the parts todesign mode.

Open the ASSY170 - Search product. Be sure you open the product and not thedrawing. A camera assembly should appear as shown.

Managing Data, Page 59© Wichita State University


Move your mouse cursor over any of the scooter parts. Multiple line segments appearacross each face. You will know that you are in Visualization Mode when the parts appearlike this.

Expand the Camera Shell, Front Assembly and Camera Case Front in the tree untilyou see its PartBody. The CGR in the graphical area is replaced with the actual part data. No random line segments will appear on a part’s surfaces when it is in Design Mode.

If the assembly has engineering connections, moving a part out of position and thenupdating the model is a quick way to change all the parts to design mode at once.

Note: Selecting the View pull-down menu and choosing Tree Expansion, then Expand AllLevels will not switch the parts to design mode.

Close the model and do not save if asked.

Managing Data, Page 60 ©Wichita State University


Open Advanced

The Open Advanced command enables you to load an assembly without loading itschildren, which can help reduce the amount of time it takes to open a large model. You canalso choose whether or not to load other representations, such as drawings.

Perform a search for the ASSY170 - Search product. It should return a product and adrawing.

Press the third mouse button on the product and choose Open With from thecontextual menu, then choose Open Advanced. The Open Advanced window appears.

References

With expanded children Opens the product will all partrepresentations loaded; turning thisoption off will load the top level of theassembly with no children

Representations

With 3D Shape representations Loads only the children that are 3Dparts

Without any representations Loads the children without the partrepresentation

With all representations Loads all part representations, plus anyother representations, such as drawings

Other preferences

Reserve the selected elements Locks the product to you upon opening



Turn off the With expanded children option and turn on the Without anyrepresentations option and select OK. The product opens, but it appears empty. Thechildren have not been loaded. Your tree should look like this.

Close the model and then repeat the same search.

Right select on the product and select Open With, then Open Advanced. The OpenAdvanced window appears.

Turn on With expanded children and select the With 3D Shape representations option,then select OK. This time, the product appears in the graphical area since all of its partrepresentations have been loaded.

Close the model and then repeat the same search.

Right select on the product and select Open With, then Open Advanced. The OpenAdvanced window appears.



Close the model, then press the third mouse button on the same product in the searchwindow and select Open With, then Open Advanced. The Open Advanced windowappears.

Select the With all representation option, then click OK. Once again all of the parts of themodel appear in the display since the shape representations were loaded. Notice this timeyou also get the drawing object in the tree as well.

This provides multiple ways to open just the data you wish to work with.

Close the model.



Selective Load

The selective loading functionality allows you to choose which part representations areloaded and unloaded, rather than having CATIA load the entire model.

Open the ASSY170 - Search product with none of its representations loaded. Use theOpen Advanced command that was just discussed. The tree should appear as shown, but noparts should appear in the display.

Expand the tree as shown and select the Camera Base.

Select the Manage Representations icon in the Tools section. The Selectrepresentations to load window appears.



Select ASSY170 - Camera Base from the window, then click the Select for Open

icon and select OK. The part representation is loaded in the model and appears in the

graphical area.

You can continue to load as many part representations as you need by using this method.

Select the Camera Base in the tree again and select the Unload icon. It islocated in the Tools section. It can also be found in the contextual menu by right selectingon a part in the tree. The Unload Selected window appears.

Select OK. The part disappears from the display and is also removed from the tree.

This allows you to unload data from the Authoring window. You would need to go searchand reload the data to get it back though.

Close the model.



Selective Open

You can selectively open a product from the Navigation window.

Perform a search for the ASSY170 - Search product. It should return a product and adrawing.

Right select on the product and select Explore. The product is opened in the Navigationwindow.

Expand the first level of the tree.



Expand the Camera Shell and select the products and parts as shown.

Right select on one of the selected objects and select Open. Only the selected objects areopened into the Authoring window.

Close all windows.



Kinematic Mechanisms

Engineering Connection Types

There are many engineering connection types. Each type has degrees of freedom andcommands associated with it. A good understanding of these will make performingkinematics much easier. The table below gives an overview of the engineering connections. Some of the connections can be created using axis systems but that will be discussed later.

Engineering Connection Degrees of Freedom Commands Available

User-Defined Depends None

Rigid None None

Spherical 3 Rotations None

Cylindrical 1 Rotation, 1 Translation Angle and/or Length

Planar 1 Rotation, 2 Translations None

Prismatic 1 Translation Length

Revolute 1 Rotation Angle

Screw 1 Rotation or 1 Translation Angle or Length

Point Curve 3 Rotations, 1 Translation Length

Point Surface 3 Rotations, 2 Translations None

Gear 1 Rotation Angle

Rack 1 Rotation or 1 Translation Angle or Length

Cable 1 Translation Length

Universal 1 Rotation None

Roll Curve 1 Rotation, 1 Translation Length

Slide Curve 2 Rotations, 1 Translation None

Fix None None

Kinematic Mechanisms, Page 109© Wichita State University


Open the ASSY101 - Kinematic Mechanism product. It should appear as shown.

Switch to the Mechanical Systems Design workbench. It is located in the My 3DModeling Apps (West) quadrant of the compass.

All of the parts are correctly positioned, but no engineering connections exist. The nextstep will be to use the engineering connections to define the position and the kinematicrelationships of each part.

Kinematic Mechanisms, Page 110 ©Wichita State University


Select the Engineering Connection icon. It is located in the Assemblysection. The Engineering Connection Definition window appears.

Select ASSY101 - Fixture1.1 in the tree. Change the type to Fix in space and select OK. Remember you can do this by right selecting under the Type column and selecting Replace,Fix, Fix in space.

All of the green parts should be fixed. Since you have fixed the first part, rigid connectionscan be created between it and the other three green parts.

Select the Engineering Connection icon. The Engineering ConnectionDefinition window appears.

Select ASSY101 - Fixture1.1 and ASSY101 - Fixture2.1 in the tree. Notice therecommended connection type is Rigid. This is what you want.

Select OK. The connection is created.

Create 2 more rigid connections between ASSY101 - Fixture1.1 and both ASSY101 -Pin.1 and ASSY101 - Pin2.1. They should appear as shown in the tree.

These four connections will ensure that all of the green parts will have 0 degrees of freedomand will not be able to move in a kinematic analysis.




Select the two faces to get the centerlines as shown.

The connection type should default to Cylindrical.

Select OK.




Select the two faces as shown. You will need to rotate the model around.

The Engineering Connection Selection window appears.

Select OK. For kinematics purposes, you will generally wish to enhance existingconnections rather than create new ones, when possible.



The Engineering Connection Definition window appears. Notice there is a warning next tothe Type.

Change the Type to be Revolute and select OK. A revolute is defined with an axis ofrotation and a connection preventing translation along the axis.

It is important to remember you could have selected both the centerlines and the two facesall in the first Engineering Connection Definition window and it would have defaulted to aRevolute connection. Another revolute will be created in this manner later on.


Change the Type to be Point Curve. Notice the Lock/Unlock icon appears. Thiswill specify that the Type will not change based on what you select in the display.

Select the Engineering Connection Templates icon. Notice the windowis populated with the necessary geometry selections to define a point curve connection. This can be helpful if you aren’t sure what geometry you need to define for a certainconnection.



Select the point and curve as shown. The curve is in the Cam and the point is in theCylinder.

Change the Type column to be Coincidence. This will prevent it from creating a drivingcommand.

Select OK. This will force the point to remain in contact with the guide curve.


Select the centerlines of the Cylinder and the Fixture1 parts as shown. Remember youcan select the centerlines by selecting the cylindrical faces of the parts.

Make sure the Type is set to Cylindrical and select OK. This will allow the Cylinder toslide along the centerline of Fixture1. It will also be able to rotate about the centerline aswell. This may lead to an extra degree of freedom that will need to be corrected later.




Select the center points of the spheres on the Arm and the Cylinder parts as shown. Ifyou select the spherical face on the Arm first, it will become transparent so that you canselect the spherical face of the Cylinder thru it.

Make sure the Type is set to Spherical and select OK. This will connect the Cylinder andthe Arm with a ball joint like connection.

Create a Cylindrical connection between the centerlines of the Fixture1 and the Arm. This will allow the Arm to slide along and rotate about the centerline of Fixture1.




Select the point and face as shown. The point is within the Arm part.

Make sure the Type is set to Point Surface and select OK. This will force the point toremain in contact with the surface.


Select the two faces to get the centerlines as shown. If you select the cylindrical face onthe Lever first, it will become transparent and allow you to select the cylindrical face on thePin thru it.

The connection type should default to Cylindrical. In this case you actually want a revoluteconnection.



Select the two faces as shown.

A second constraint is added within the Engineering Connection Definition window and theType changes to Revolute automatically.

Select OK. Some of the connection types require multiple constraints to define them andyou can generally define all of the constraints at once.

Create a Point Surface connection between the face and point as shown. The point iswithin the Plunger part.



Create a Cylindrical connection between the centerlines of the cylindrical faces on thePlunger and the Fixture2 parts as shown.

This should have all of the parts connected together. In this case the assembly will stillhave a few degrees of freedom, three from incorrect connection types and one from the lackof a command. These will in investigated within the mechanism.



Degree of Freedom Display

The degree of freedom display option allows you to visualize the degrees of freedom foreach part in the assembly.

Select the Degree of Freedom Display icon. It will will stay active untilyou turn it off. The parts change color in the display according to how they are constrained. The B.I. Essentials window displays the color key.



Select the Plunger part as shown. An information box appears giving information abouthow the part is constrained, including its degrees of freedom. You can see there is atranslational and a rotational degree of freedom on the part.

Select the Degree of Freedom Display icon again. The icon is deactivated.



Mechanism Representation

The mechanism representation will contain all of the kinematic information for simulatingmovement within your assembly. It is a separate representation, similar to a 3d shaperepresentation, that will be stored within the assembly.

Select the Mechanism Representation icon. The Mechanism Representationwindow appears.

Change the Title to ASSY101 - Kinematic Mechanism.

Select the Mechanism Options tab.

Include all kinematics connections... Creates joints from all of the existingengineering connections in the model

Create all possible kinematic commands Creates commands from any existingcontrolled constraints within the existingengineering connections



Link all independent submechanisms Identifies and assembles existingmechanisms within any subassembliesunder the product the new mechanismrepresentation is being created in

Be sure the first two options are turned on and select OK. The mechanismrepresentation is created.

All of the engineering connections were used to create joints within the mechanism. Noticethere are no commands.



Mechanism Manager

The mechanism manager allows you to get a summary of the existing mechanism, includingall of the joints, commands and degrees of freedom. It can be helpful for identifying issueswithin the mechanism.

Select the Mechanism Manager icon. The Mechanism Manager windowappears.

Notice there are 4 degrees of freedom and no command. This window also identifies whichconnections could have a command added to them.

Select Cancel. A command will be added to the revolute connection on the Cam.



Double select on the first revolute engineering connection in the tree. It should bebetween the Cam and the Fixture1 parts. The Engineering Connection Definition windowappears.

The command will need to control the angle of the Cam in relation to the Fixture1 part, soyou will need to create an Angle constraint to apply the command to.

Right select on the Select an element text in the window and select Insert, Angle, Angle. An angle constraint is inserted.

Select the two planes as shown.



The window should appear as shown.

Notice the Type has an error symbol next to it. The Mode of the angle constraint needs tobe switched to Controlled.

Right select on the symbol under the Mode column as shown above and selectControlled. The error symbol goes away.

Select OK.


Notice the revolute now says No under the Command1 column.

The command is not automatically activated in the mechanism, since it was created after themechanism.



Select the first revolute in the list and turn on the Angle 1 option as shown.

Select the Update status button in the window. Notice there are now 3 degrees offreedom since the command has eliminated one of them.



The other three degrees of freedom are due to the 3 cylindrical connections. In this case,the rotational degree of freedom needs to be eliminated for each of those connections.

Select OK.

Double select on the first cylindrical connection in the tree. It should be between theCylinder and the Fixture1 parts.

Select the plane and the face as shown.

An error symbol will appear next to the Type.

Change the Type to be Prismatic and select OK. This will specify the Cylinder can onlytranslate along the centerline of the Fixture1 part. The rotational degree of freedom iseliminated.



Edit the second cylindrical connection in the tree between the Arm and Fixture1. Adda constraint between the plane and face as shown.

Change the Type to be Prismatic and select OK. This will specify the Arm can onlytranslate along the centerline of the Fixture1 part. The rotational degree of freedom iseliminated.

Edit the third cylindrical connection in the tree between the Plunger and Fixture2. Add a constraint between the plane and face as shown.

Change the Type to be Prismatic and select OK. This will specify the Arm can onlytranslate along the centerline of the Fixture1 part. The rotational degree of freedom iseliminated.




Notice there are no degrees of freedom and the Status shows a green check mark. Thismeans the mechanism should be able to be simulated.

Select OK.

Select the Update icon. This will insure everything is updated moving forward.



Mechanism Player

The mechanism player option allows you to simulate the motion of the mechanism. Youcan adjust the limits of the commands as well.

Select the Mechanism Player icon. The Mechanism Player window appears.

Slowly drag the slider to the right. You should see the mechanism move according to thejoints.

Key in 0 in the window and select the Tab key. The simulation is moved to the 0 degreelocation.

Right select in the input field and select Range, Edit as shown.

The Ranges window appears.

Change the Inf. Range to 0 and the Sup. Range to 3600 and select OK.

Manipulate using the slider as you wish.

When you are done, select Close. You will notice the mechanism returns to it’s defaultposition.



This is the nominal position of the mechanism which was defined in the revoluteengineering connection.

Double select on the first revolute connection in the tree. The Engineering ConnectionDefinition window appears.

Notice the Value of the angle constraint is not 0deg.

Select the angle constraint row in the window and then select in the Lower column nextto the 0 deg value as shown.

Key in 0 and select OK in the window that appears.

Change the Upper value to be 720 and the Value to be 0. It should appear as shown andthe cam should have moved as well.

Select OK.

Update the assembly. This will ensure all connections are up to date.



Dressup

The dressup option allows other parts or assemblies to be fixed to an existing part in themechanism so they will move in conjunction. It will essentially create a rigid engineeringconnection between the objects.

Show the ASSY101 - Cam Extension.1 instance in the specification tree. It shouldappear as shown.

Play the simulation. Notice the Cam Extension part does not move since it has not jointson it.

Select the Dressup icon. It is located in the sub-toolbar of the MechanismManager icon. The Dressup window appears.



Select ASSY101 - Cam.1 in the window. The display is zoomed on the Cam part.

Select the Cam Extension part in the display. It should appear in the window as shown.

Select OK. A rigid engineering connection is created between the two parts.

A dressup is also added in the mechanism.

Update the assembly.

Play the simulation. Notice the Cam Extension now moves in sync with the Cam part. The dressup option allows for quickly connecting parts together for a mechanism.

Save and close the document.



Weight Definition

You can define the weight of a part or an assembly based upon its size and material in oneof three ways: 1) compute the weight via the material properties, 2) use the weight definedin the bill of material, or 3) manually specify the weight. A weight that is entered manuallywill override the calculated weight performed by CATIA.

Select the B.I. Essentials icon from the Tools section. The B.I. Essentialspane appears in the upper right corner of the display.

Select Weight Definition from the drop down. The Weight Definition menu appears.

Declared The weight has been manually declared

Computed The weight has been computed by CATIA based uponsize and material

Incomplete The weight calculation is missing data, such as aproduct with parts that do no have a calculated oruser-specified weight

Missing The weight has not yet been computed or specified

Context Parts that are to be excluded from the calculation willappear transparent

Analysis, Page 253© Wichita State University


The entire scooter should appear red, since no weight calculations have been performed yet.

Select the first part instance in the tree. This should be ASSY147 - Swivel Pin.

Some hyperlinks appear beside the part in the graphical area.

Analysis, Page 254 ©Wichita State University


Select the first hyperlink to declare a weight. Declaring a weight means you will enterthe value manually. A table replaces the specification tree in the upper-left corner of theCATIA window.

Select 0lb under the Value column for Weight to highlight the row, then select it againto make the value editable. For this part, you will use a random weight.

Type 0.1 into the field and press Enter. The value changed, but the Declared Weight hasnot updated.

Select the X in the upper-right corner of the weight table to close it. The DeclaredWeight updates, and the part instances change color to indicate that the weight has beendefined manually.

Select ASSY147 - Front Brace from the tree. This is the next part instance.



Choose the second hyperlink from the graphical area. The Inertia values windowappears. The weight shown here is the calculated weight performed by CATIA based uponthe part size and material.

Select the X in the upper-right corner of the Inertia values window. The part turnedgreen to indicate that the weight has been computed by CATIA.

Select the third part instance from the tree. This is the ASSY147 - Front Pin part.

Select the second hyperlink from the graphical area, then double-select on Yes underthe Value column for the Include in Weight Synthesis option. The row highlights.

Select on Yes again until the drop-down menu appears, then change the value to No. With the Include in Weight Synthesis attribute set to No, the part will not be consideredwhen the weight calculation is performed.



Close the Inertia values window. The front pin is no longer visible in the graphical area. Also, the color swatch beside the part instance in the tree is white.

Select ASSY147 - Front Pin from the tree again and click the second hyperlink fromthe graphical area, then change the Include in Weight Synthesis attribute back to Yesand close the window. The front pin changes to green, both graphically and in the tree.

Select ASSY147 - Handle Bar from the tree, then hold the Shift key and select the firstASSY147 -Fold Down Bracket part. You should have a total of eight parts selected. Hyperlinks appear in the graphical area for the two parts you selected plus all of the parts inbetween.

Select the second hyperlink for each part, then select the X to close the Inertia valueswindow each time. All of the parts should be green except for the swivel pin, since this isthe one you manually entered a weight for.



Select the swivel pin part from the tree, then select the second hyperlink in thegraphical area. The Inertia values window appears.

Close the Inertia values window. CATIA calculated the weight this time. The pin shouldbe green both graphically and in the tree.

Now that each part has a weight associated with it, an accurate weight of the entireassembly can be obtained.

Select the top level of the tree. The Computed Weight appears in the graphical area. Itshould read 33.845lb.



Change the compass drop-down menu from Weight Definition to Weight Distribution. The new menu should appear as shown.

From here, you can visualize the heavier parts versus the lighter parts. You can alsodeselect each checkbox in order to view only the parts that fall into specific weightpercentage ranges.

Close the B.I. Essentials pane and change the shading back to Shading With

Edges.

Save and close the model.


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