catia assembly design v5r6

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CATIA Assembly Design CATIA V5R6

Table of Contents, Page ii Wichita State University

DMU Fitting Simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Pull down menu changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Analyze . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

DMU Fitting Simulation Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Bottom Toolbar Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97DMU Viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Creating a simple simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Creating a shuttle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Creating a simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Compiling a simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108Replaying a compiled simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Multiple Objects moving in same simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Creating a group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Moving two shuttles at once . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

General methods and options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Exploding the assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Moving the shuttle axis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Creating a shuttle referencing a shuttle . . . . . . . . . . . . . . . . . . . . . . . . . . . 121Customizing automatic insertion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Simulating shuttles referencing a shuttle . . . . . . . . . . . . . . . . . . . . . . . . . . 125Distance and band analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128Swept Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Simulating assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Exploding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Current selection panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Creating groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140Creating shuttles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140Creating the simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142Creating a replay and an AVI file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Checking for clash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Clash detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153Path finder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Smooth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

DMU Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167Pull down menu changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

DMU Navigator workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170Creating an annotated view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Creating a scene . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Creating an annotated view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173Publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177


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Table of Contents, Page iii Wichita State University

Hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1813D Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183Scenes - basic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186Current selection panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Proximity query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188Translation or rotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189Scenes - advanced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190Fly mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192Viewpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Practice Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205Sawhorse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205Puzzle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Mouse Trap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207Hard Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208Pen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209NIAR 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 thefollowing 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 tomillions of individual parts to define them. This is where CATIA V5 assembly design isutilized. Assembly design allows parts and small assemblies of parts to be inserted to makelarger, more complete products. In CATIA V5 Part Design and Sketcher, you learned howto generate parts. The primary objective of this class is to utilize those parts to create acomplex assembly of those parts that can be later used in stress analysis, kinematics, fittingsimulations, and other areas.

It is important to understand some of the terminology that CATIA uses when working withassemblies. 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 theword products to refer to assemblies and parts to refer to individual models. You can useparts to create products and then in turn use those products to produce other products. Thediagram shown below represents the concept of the overall structure.

The first product at the top is generally regarded as the assembly, whereas the two productsthat 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 thesub-assemblies could be used as sub-assemblies of a different assembly. With this conceptin mind be aware that an assembly could be a very complex document due to its ability tohave multiple levels of sub-assemblies and parts. Because of this complexity it is importantthat you have a plan of attack when building assemblies. There are basically twoapproaches 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 toproduce 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 themthrough previous courses. Only the new options that appear when you are in the assemblydesign workbench will be discussed.

Edit

Move Various methods of moving yourcomponents around in the assembly

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

Components Allows for components within theassembly to be replaced, turned on oroff, reordered or changed from beingFlexible or 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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Tools

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

Publication Management Allows the publication of components and elements to bemodified

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

assembly

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

Mechanical Structure Shows the structure as the assembly sees it, this pertains to havingsub-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 documentsand other components in the assembly design. Those documents can be a variety of thingsincluding parts and other assemblies.

Inserting Documents

All of the assemblies created in this first section will not need to have constraints added toproperly 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 sothe 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 beforecontinuing. To switch to the assembly design workbench select the change workbench iconand then select assembly design.

One of the most important ideas to keep in mind with assembly design is that all parts musthave an unique id. The assembly should also have an unique id, especially if it is going tobe used as a sub-assembly.

Press button 3 on the mouse while on Product1 . This will bring up the contextual menufor Product1.

Select Properties and then the Product Tab . This is where various information about theassembly, as well as individual parts can be stored. Filling in all of the information is notnecessary, but can become quite useful to a down stream user. For now, the Part Number isthe only field that will be changed, but feel free to fill in any of the other fields.


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Change the Part Number to Hand Drill. Select OK when done. This will give theassembly an unique id, so that in case this was to be used in a larger assembly, say a garagemock-up, then there would be no conflicts.

Select the existing component icon. The icon will highlight and is awaiting for theuser to select a product to insert the component into.

Select Hand Drill . This will define what product the component will be placed into. An Insert an Existing Component dialog box will display. This will look and feel very similarto the Open Document dialog box.

Double Select the Hand Drill folder and select Case 1 . In this class moving in and out of the different folders will be essential. If you have difficulty with moving in and aroundvarious 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 othercomponents will be inserted to complete the assembly.

Select the existing component icon, and select Hand Drill . The Insert an ExistingComponent window will automatically open to the Hand Drill folder.

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 tohave 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. Thiscan either be done before hand, as with the handle assembly that you are going to insertlater, or the sub-assemblies can be generated on-the-fly as you will do next.

Select the new product icon, and select Hand Drill . This will insert a new productinto the assembly. A Part Number window appears.


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A part number must be assigned to the new product. Part numbers can either be generatedby the computer or generated on-the-fly. The option to change how new product partnumbers 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, youwill name this one Output Assembly.

Key Output Assembly in the Part Number window and select OK . This will change theinstance name, allowing for better model management. Now that you have a nested productassembly, a product within a product, you need to make sure that you insert new andexisting components into the proper product.

Select the existing component icon, and select Output Assembly . Again, the Insert anExisting Component window displays. This time you will insert multiple components at thesame time.

Select Output Gear , hold down CTRL on 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 into Hand Drill . The insert window will show again.

Select Handle Assembly and then Open . This inserts the Handle Assemblyinto the Hand Drill assembly. You can expand this sub-assembly by selecting the plus sign next to

it.

Insert Drill Bit 1 into the Hand Drill assembly. This completes the Hand Drill assembly.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 wasexplained 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 saveyour 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, wasnever saved separately. If you select OK then both the Hand Drill and the Output Assemblywill 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 freeto move. Since all of the parts were created in the correct positions they inserted in thecorrect placement. Many times the models will not insert into the proper place and willneed 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 alreadyopened, 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 usedwith that assembly. This exercise will covers how to replace components with othercomponents without having to recreate the entire assembly. In the case of the hand drillthere 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 thedesign.

Select the replace component icon and select Case . This brings up the Replace aComponent dialog box, same as the Open dialog box. Case will be replaced with Case 2 .

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

Expand the Output Assembly if it is not already expanded. Remember you can do thisby selecting the plus sign to the left of the assembly.

Replace the Drill Chuck with Drill Chuck 2 . This will replace Drill Chuck with LargeChuck . The new drill chuck displays.

Replace the Drill Bit with Drill Bit 2 . This will replace Drill Bit with Large Drill Bit .Notice the drill bit should really be included with the Output Assembly.

Select and hold the first mouse button on the Large Drill Bit and drag it to the Output Assembly and 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 respectivecomponents.


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Next a wall mount will be created within the assembly. Creating new parts within theassembly is the same as when a new product was created within the assembly. First, a partnumber will need to be specified, then an origin.

Select the new part icon and then select Hand Drill . This will insert a new part intothe Hand Drill assembly or product. As mentioned before you will have to specify a partnumber for the new part.

Key Wall Mount in the Part Number window and select OK . This will denote the partnumber 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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A New Part: Origin Point window appears asking where the origin is to be located.

Selecting Yes will allow you to define a new origin point for the new part. Selecting No will

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

Select No . 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 designthe 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 the ErgoCase for orientation purposes. This can be accomplished by selecting the components andthen using the third mouse button choose Hide/Show, or by selecting the components andthen select the Hide/Show icon in the bottom toolbar.

Expand the Wall Mount component until PartBody is accessible. This can beaccomplished by selecting the plus (+) next to the component and part icons.


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Double select PartBody with the first mouse button. This will insert you into the PartDesign 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 inrelation to the axes. It is suggested that you use the yz plane for the sketch of the initial pad.


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

Collapse the Wall Mount branch 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. Sincethe components are not related to each other in terms of order of creation, as in part design,they can be reordered at will.

Select Hand Drill . The Graph tree reordering window should appear. Notice that only theparts and sub-assemblies appear that are under the Hand Drill assembly and not the partsthat 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 oryou can select that sub-assembly instead of selecting Hand Drill .

The up and down arrows allow the highlighted part to be moved higher or lower in the treerespectively. The third icon moves the selected part to another selected location. This couldbe useful to help organize a large assembly by reordering components to be listed togetherin 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 the Ergo Case to the bottom of the tree and select Apply when done. This can bedone by selecting the Ergo Case and then selecting the down arrow until it is on the bottomof the list. The tree will be reordered when Applyis selected. As you can see it is fairlysimple to reorder components of the assembly. If you have a large number of components itmay be better to use the third icon to position the component at a particular location withouthaving to select the up or down arrows multiple times.

Using the third icon move Drive Gear to the location Handle Assembly . Notice that Drive Gear appears after Handle Assemblynow.


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

Select OK . Remember you have to select Applyor OK in order for the reorder to takeaffect.

Next, you will generate numbering for the assembly.

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

Select Hand Drill . The Generate Numbering window appears.

The Mode determines whether you are assigning integers or letters to the parts within theassembly. Existing numbers will allow you to keep numbers that have already beenassigned or you can replace them. In this case you have not assigned any numbers thereforethe 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 unnecessarysince 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 menu Analyze , then select Bill of Material... The Bill of Materialwindow should appear.

The top section of the bill of material displays all of the parts and sub-assemblies of thecurrent assembly, in this case Hand Drill . It also shows separate bill of materials for eachsub-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 displayedhere. The bottom section of the bill of material displays all of the parts that make up thecurrent assembly, as well as the quantity needed for each. The format of the output can bechanged with the Define formats button, but usually these formats will be pre-defined by thecompany. The Listing Report tab shows the same information, but in a different format.


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Select the Listing Report tab. 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 Chuck denotes the Large Chuck that is located two levels deep. All of the properties within the Hidden properties can be added to the display.

Select Number from the Hidden properties field, then select the show properties icon.

This will add the number property to the displayed properties. Add any other fieldsthat you would like to see in the listing report.


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Select the Refresh button. The additional fields were added to the report listing. Anexample is shown below.

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

Select the Bill of Material tab. This will take you back to the original bill of material.

Select the Save As button 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 anypoint in the assembly design process and regenerated as necessary. After saving the files, itcan 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 thefollowing 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. Thisis 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 notmove without the other, as in welded parts

The first assembly will be a pair of bolt cutters. The completed assembly is as shown, withthe filenames pointing to the parts. All of the parts are pre-built with uniquely defined partnumbers 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 withouteach other, for example the hand grip and the handle will never be moved separately, it isusually a good idea to put them into a sub-assembly. But, whereas the two jaws of the headwill 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 thenstart 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 on Product1 and then select Properties . This willbring up the properties for that product.

Switch to the Product tab, change the Part Number to 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 the Handle into the assembly. This can be done the same way you did it in theprevious section. Select the existing component icon and then select the Handle Assemblyproduct. Then you can choose the Handle part to insert into the assembly.

Insert the Hand Grip into the assembly. Notice that the hand grip and the handle do not

insert into the correct location. This is common unless you build your parts where theywould appear in the assembly.


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Bounding Box

Select the Hand Grip . Notice the white box that is displayed around the hand grip. This iscalled 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 handgrip. Notice the hand grip moves in the direction of the line. This is a nice method toquickly manipulate your parts to various locations. However, the part cannot be rotatedusing this option. You will now use another method to manipulate your parts.

Manipulation

Make sure the Hand Grip is selected, and select the manipulation icon. TheManipulation 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 alongthe 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 constraints will keep the partconstrained, 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 thedifferent methods of moving the parts, both translating and rotating. Being able to initiallyposition your parts before constraining will make constraining your assembly much easier.

Select OK on the Manipulation Parameters window. 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 faceand 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 acoincidence 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 oneanother. However, a contact constraint could have been used.

Hold down CTRL and select the inside bottom of the hand grip as shown. This willmake both parts selected.

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


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1 Name This area describes the name of the particular constraint. Aunique name can be given to the constraint if desired.

2 Supporting Elements This area describes what elements are involved in theconstraint and what was selected. In this case, the twocomponents are the handle and hand grip. The type of elements that were selected were planes representing the twofaces 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 elementin 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. Thearrows denote what two sides of the faces are involved. Thereare 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 Opposite if 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 usedas in the Sketcher.


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Contact Constraint

Select the inside of the hand grip and using the CTRL key select the outside of thehandle 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 toconstraints option 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 areusually always in contact with one another. The Constraint Properties window 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 orsurface is in contact with each other, respectively.

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


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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 optionand 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 thedocument finished. Hiding the constraints keeps them from cluttering up the display whenthe assembly is used elsewhere.

Hide your constraints and save your assembly.


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Close Handle Assembly and start a new assembly. Remember, it is always a good idea togive 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 yourassembly now and at intermediate steps of the exercise so if something happens you will nothave to start all over..

Insert the Handle Assembly twice. Both handle assemblies will be inserted in the sameplace, so there will only appear to be one inserted. However, if you look in the specificationtree 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 themanipulation icon.

At the top of the handle, there is a pivot point that is split in half as shown below. These twofaces are going to be constrained together.

Select the contact constraint icon and then select the two faces as shown above. Thetwo handle assemblies move to get the two faces in position where they can be in contactwith one another. You should note that the two handle assemblies did not align themselveswith the centers of the hole. You will put that constraint on next in order to get both of thehandle assemblies connected correctly.

Select the coincidence constraint icon. You will select the two centerlines of the holes inorder to align them.


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Select the centerline at the inside of the pivot hole as shown below. Moving the mousecursor to the inside of the pivot hole will bring up the centerline. Either pivot hole can beselected. It is difficult to select the centerlines at times but if there is a curved surfaceavailable to select that is associated with the centerline you can select on the curved surfaceand it will select the centerline. In this case you may find it easy to select on the curvedsurface 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 snaptogether. It is very likely that they are rotated in a way which is invalid for the actualoperation of the bolt cutters. There are no conditions being constrained that keep the twohandle assemblies from rotating around the centerline.

Manipulate one of your handle assemblies using the manipulation icon and the optionWith respect to constraints to look like the diagram shown below. It is important to usethe With respect to constraints option or you may manipulate your components to not meetthose constraints. If you ever do that, you can update the constraints in order for them totake 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 Head into 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 itinto the correct location.

Snap

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

Select the centerline of the head and the top of one of the handles. Notice that when youwent 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 thesnap and will flip the part in various ways. Use these to orient the head properly to thehandle. 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 beconcerned because you are going to rotate the head later anyway.

Apply a coincidence constraint between the centerlines of the head and the handle thatwas just snapped together. This will make sure that the two centerlines will alwaysremain aligned with one another.


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Apply a contact constraint between the two surfaces that will move the head into theproper 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 constraints to look similar to the diagram shown below.

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

Defining a Multi Instantiation

Select the define multi instantiation icon. This icon can be found under the fastmulti instantiation icon, make sure you do not confuse it with the fast multi instantiationicon. This one has a little bar near the bottom of the icon. A Multi Instantiation windowwill appear.

Component to Instantiate displays thecomponent that is going to be instantiated.

Parameters defines how the component is going tobe instantiated. The options are the same as when afeature is to be patterned in part design.

Reference Direction defines the direction of instantiation.


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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 looksvery similar to the snap icon except for a little red mark in the upper right of the icon. Itwill perform the same function as the snap icon but will allow for automatic constraintplacement. The Smart Movewindow appears.

The Automatic constraint creation option allows for constraints to be created automatically.The list of constraints in the Quick Constraint section is the order of preference that smartmove will go through when applying constraints. You can modify the order of preferenceby 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 the Automatic constraint creation checkbox is on. This will create thenecessary 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 yourconstraints in order for your assembly to appear correctly. Now you will move the assemblywith 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 constraints is on. This will allow the parts torotate about any given axis that is selected with respect to any constraints placed on theassembly.

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 theassembly can be moved beyond the physical limits but this is a good way to test the modelto 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 Bolt into 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 sureto select OK when done.


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Add a contact constraint to put the bolt into the pivot hole. This can be accomplishedby 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 toofar. You need to modify the bolt to be .75 inches instead of 1.25 inches long and save it as aseparate 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 Bolt branch until you see the PartBody . This will allow you to enter thepart design workbench through the assembly.

Double select PartBody with the first mouse button. This takes you to the part designworkbench allowing you to perform tasks just like you do when in part design. This issimilar to what you did when you created a new part in the assembly. This time you aregoing to modify a part.

Change Pad.1 to have a Length of 0.75 inches. Notice that the bolt becomes shorter butthe head of the bolt moves instead of the end of the bolt, this is determined by the originaldesign of the bolt.

Right click on the 1.25 Bolt branch at the top of the branch as shown below.Since youdo not want this new bolt to be referred to as a 1.25 Bolt you are going to change its name

before you save the modified part.


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Select the Properties option. A Properties window appears similar to the one shownbelow.

Change the Instance name and the Part Number to be .75 Bolt. Notice that Link to Referencearea in the Properties window. This is very important, when you change thename 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 Save or you will save on top of the 1.25 Bolt . This will bring up a windowsimilar to the one shown below.

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

Double select on Bolt Cutters . This will return you to the main assembly and theconstraints get updated positioning the bolt in the correct location. Remember you used acontact constraint between the bottom face of the bolt head and the outside face of thehandles. You can go ahead and collapse the .75 Bolt branch 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 youremember 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 Bolt and constrain it to the pivot between the two heads. This is donethe same way as you constrained the previous bolt.

Fast Multi Instantiation

Select the fast multi instantiation icon. Since the multi instantiation has alreadybeen defined there is no need to re-define it.

Select the 1.25 bolt . Another bolt is automatically inserted into the assembly. This is agood way to put the same part into an assembly multiple times. If you know in advance thatseveral are needed, you could re-define the multi instantiation to place multiple copies of thepart at the same time.

Add another bolt and constrain the two into the proper locations. This will finish theassembly. Be sure to hide all of the constraints before calling things completely done.

Dont forget to save your assembly.


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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 asmart 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 beconstrained at a specified distance from one another. The Constraint Properties windowappears.

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 Orientation to Undefined and the Offset to 5.0, select OK when done. Thiswill set the part at 5 inches from the front of the table. The distance may need to be -5depending 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 thetable. This will position the part on the table.

Change the Offset to 36 and select OK . The machine part should now be constrained nearthe center of the table.

Placing all of the table studs and ducks takes some time, so it is advisable to save yourassembly. In order to reduce the amount of time it takes to assemble all of the ducks andstuds you will use the copy option to duplicate the geometry with the constraints that are thesame for all of the studs and ducks.

Insert Table Stud-6 into 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 Duck into the assembly. This part will attach to the stud and then beused 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 withthe 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 besimilar to the one shown below. You may want to move the stud away from the table inorder 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 constraintsoption.


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Copying and Pasting with constraints

Note: You need to make sure that your Paste components option Always with the assemblyconstraints is turned on under pull down menu Tools, Options, Mechanical Design,

Assembly Design, Constraintstab.

Using the CTRL key select both the Table Stud-6 and the 3x1.5 Duck from thespecification 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 the Machine Table from the specification tree. This will allow you to paste thestud and the duck into the Machine Table assembly.

Press Ctrl-V or select the paste icon. This will paste a copy of the stud and the duckon top of the original while keeping the constraints that were specified on the original. Youshould notice another Table Stud-6 and 3x1.5 Duck appear in your specification tree.

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

Constrain the side of one of the studs to the appropriate side of the first slot. Thisshould position one of the studs in line with the first slot. Use the manipulation icon tomove 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 aspecified angle, perpendicular or parallel to one another.

Select the front side of the machine part and the back of the duck as shown above. TheConstraint Properties window will appear.

Change the Angle to 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 therounded corner of the duck closest to the open end of the part as shown below. Noticethat when you select the corner it is actually using the centerline of the radius corner not theoutside surface of the corner. This will place a offset constraint between the outside edge of the part and the centerline of the corner.

Change the Offset to -4 and select OK . This constrains the table stud and the duck in thecorrect location to hold the part to the table for machining. However it is still necessary forthe 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. Thediagram will also show you which slot each stud should go in counting from the front to theback.

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 therotation axis

Constrained explodes the geometry keeping centerline coincidence constraintsintact. This explosion type gives results most similar to referencedocuments, but also takes the longest to compute.

Selection The product that is going to be exploded

Fixed product The component that will not move when the explode takes place

Select in Fixed product input field and select the Table . Selecting a fixed part will keepthe one part in the current place while moving all the others.

Leave Depth to All levels and Type to 3D and select OK . The geometry should explodeabove the table. A warning message displays warning about the modified product positions.

Select Yes to the warning. This warning is telling you that the positions of the componentsof your assembly are about to move. If you do not have your part properly constrained thenit will be unable to reposition them correctly.


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Select the update icon from the bottom toolbar. The assembly should update andall the parts should return to the original positions. If some parts are not in the correctlocations, then the constraints are incorrect. It is a good idea to explode, and then update allassembly 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 stationarywheel 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 thethree parts are StatWheel Mount , Wheel and Wheel Pin . The three parts will not insertinto the correct locations. Remember to give your assembly an unique part number such asStationary 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 togetherconstraint in order to complete the assembly. Normally you would use this constraint whentwo or more parts are positioned approximately instead of precisely. This allows theattached parts to move together instead of independently. The important thing to rememberis that anything that overrides the constraints (explode, manipulating without respect toconstraints) will cause the fix together to change definition. This is because updating willnot 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 Together window.

Select the Wheel Pin and the StatWheel Mount , then select OK. This will fix the twoparts together.

Using the manipulation icon with the With respect to constraints option on, move themount. Notice that the pin moves with it. This is how fix together works.

Turn the With respect to constraints option off and move the mount. Notice that onlythe mount moves and there is no update option.

Turn the With respect to constraints option back on and move the mount. Notice thatthe 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 applyother constraints to the mount and the pin in order to position the two parts precisely withrespect to one another.


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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 surfaceconstraint on the two components. This constraint would normally be fine but for thisexercise you will change the constraint to be a coincidence constraint instead of a contactconstraint.

Changing a Constraint

Select the change constraint icon. This will bring up a window of constraint optionsthat could be placed between the two parts. If the window does not appear select theconstraint that you just created. This list will change as different types of constraints areselected in different circumstances.

Select Coincidence from the ChangeType window and select OK . The contact constraintis now changed to a coincidence constraint. Any type of constraint can be changed in asimilar 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 constraintand 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 partnumber 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 beassembled first, then used as a sub assembly to the full swivel roller. The bearing is shownbelow partially exploded to display all parts with labeled filenames.

Start a new assembly and insert the Bearing Retainer and the Bearing . Note onlyone bearing is necessary. The rest will be automatically put into the assembly. Also noticethe yellow socket on the bearing retainer. This is the first socket of the circular pattern andis where the ball bearing will be constrained.

Apply a contact constraint to the ball bearing and the yellow socket. This isaccomplished by selecting the surface constraint, the yellow part of the socket, and then theball bearing.


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Reusing Patterns

The pattern that was used to create the sockets in the bearing retainer will now be used forthe ball bearing.

Expand the Bearing Retainer tree until the Bearing Pattern is visible.


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Select the reuse pattern icon. This icon will allow the user to re-use any pattern usedin a part design. Placing bolts in a defined pattern is another good example of where thiscould be used. The Instantiation on a pattern window 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 areadded

create a new instance the component is copied and then placed intothe pattern locations

cut & paste the original component the component is deleted by being cut and thenpasted 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 the Bearing Pattern from the tree. The bearing pattern is entered into the Instantiation on a pattern window.

Select the Bearing . The bearing is inserted into the window as well as displayed on thescreen. Notice the surface constraint that was created will be re-used. This means that allnew bearings will have the surface contact with the bearing retainer. If there was more thanone constraint, then all constraints or those selected would be re-used.

Make sure the Instantiation on a pattern window is set the same as below and selectOK . 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 onestep. Next, you will add the bearing race to finish the bearing assembly.

Insert the Bearing Race into 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 alsoneeds 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 alsoneed 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 thecenter of one of the ball bearings as shown below. The center of the sphere can beselected 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 thepicture.

Insert another bearing race. Remember, this can be done by either doing a fast multiinstantiation or by inserting an existing component.

Apply a coincidence constraint between the centerlines of the two races and a distanceof .25 in between the two flat surfaces of the bearing races. This should complete thebearing assembly. Try exploding the assembly and then updating it to be sure all theconstraints 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 typeof 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 anoffset 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 partgoes together. The following steps and diagrams are for your understanding, it is notnecessary that you perform the constraints in this order.

The first step is to assemble the framework using an End Angle, Side Angleand a Vertical Angle. The diagram shown below will give you an idea of how these three pieces fittogether. This can be accomplished by using coincidence constraints using the holes. Makesure you attach the two pieces to the correct end of the Vertical Angle.


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The next step is to continue inserting additional pieces and constraining them to get theframework shown below. You can either insert the pieces again or you use fastinstantiation. You may even want to attempt to use copy and paste to speed up the process.

The next step is to add a Wheel Mount Angleand a Lg Angleand constrain them using theholes at the bottom of the Vertical Angles. The diagram shown below will give you an ideaof how the pieces fit together. Notice there is a gap between the bottom of the Lg Angle(1)and the Wheel Mount Angle(2).


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The next step is to continue inserting additional pieces and constraining them to get theframework shown below. You can either insert the pieces again or you use fastinstantiation.

You are now going to add the Table Top. The Table Top aligns itself with the outsidesurfaces of the End Angleand the Side Angle. It is in contact with the top surface of thosepieces as well.


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Now you will insert the Bottom Plate into the assembly. Remember that gap, this is wherethe bottom plate should go. The easiest way is to constrain the position using the centerlineof the holes. The Bottom Plate should be in contact with the bottom surface of the Lg Angleand the top face of the bottom lip of the Wheel Mount Angle. In other words it should stackfrom the bottom up as follows: Wheel Mount Angle(1), then the Bottom Plate (2) and thenthe Lg Angle(3).

The wheels should attach to the bottom surface of the Wheel Mount Anglesand should alignthemselves with the holes. Remember, there are two different wheels, the stationary wheeland the swivel wheel. Two stationary wheels should go on one end and two swivel wheelsshould go on the other end.

Do not forget to explode and then update your assembly to insure correct constraints. Note:

you probably want to explode using only the first level.Remember to save your assemblywhen done.


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Weld Planner

You are going to add weld symbols to the top of the table.

Select the weld planner icon. The weld planner will allow welding symbols to beadded to the assembly to denote welds. These symbols could be imported into a drawing of the table if you created a draft of this assembly.

Select the edge between the table top and one of the top angles as shown. Selecting thisedge will display the Weld Planner and the Weld creation windows. The Weld Planner window only shows what components are involved. The Weld creation window defineswhat type of weld symbols are to be added.

The four boxes with drop down arrows display many different types of welding symbols.There are hundreds of different combinations that could be created. You will only createone. If you would like to learn more about the different types of welding symbols that canbe generated, consult an engineering drawing or welding book. They usually display manyof the different types of welding symbols that can be used. You will place weld symbolsthat indicate a single fillet weld.


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Key S in the lower left box and change the lower left symbol to a triangle. The Weldingcreation window should appear like the one shown below.

Select OK . This places the weld symbol on the table edge and it adds two branches to thetree: Weld Planners and Annotations Set .

Add the same weld symbols to the other three inside edges under the table. This willcomplete the rolling table assembly.

Congratulations, the table is fully assembled, and ready to be drafted. Make sure you save

your assembly.


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Activating/Deactivating constraints

This exercise will cover the activating and deactivating of constraints to represent differentlocations of an assembly. There are many times that an assembly will contain parts that are

not at one specific location and you want to have constraints that represent the differentlimits of the assembly.

Create a new product and call it Piston. You are going to insert the two components thatare necessary for the creation of the piston.

Insert the Cylinder and Shaft from the Piston directory. The cylinder is cut in half sothat you can see what the different constraints are actually doing.

Put a coincidence constraint between the centerline of the shaft and the centerline of the cylinder. This will force the two items to line up. Next you are going to put contactconstraints on the two parts to position the shaft at both limits.

Put a contact constraint between the end of the shaft and inside the end of the cylinderas shown below. This will force the shaft to be at one limit of the piston.


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Put a contact constraint between the inside of the shaft and the inside of the other endof the cylinder as shown below.

The following window appears.

This states that the constraint you just put on over constrains your assembly. This isbecause you have a the first contact constraint still active.

Select OK . You will now deactivate the first constraint. You will probably need to expandthe Constraints branch in your specification tree.

Using the third mouse button, select the Surface contact.1 constraint and select theSurface contact.1 object option. This will show the following options.

Select Deactivate . This will deactivate that constraint and your assembly will change toutilize the second contact constraint instead. You should notice a set of parenthesis on thelower left of the constraint icon in the specification tree. This is how you know whatconstraints are deactivated. On the assembly itself the deactivated constraints should appeargrey.

Deactivate the Surface contact.2 constraint as well. You are now going to apply an offsetconstraint between the end of the piston and inside the end of the cylinder.


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Put an offset constraint between the end of the piston and inside the end of thecylinder. This is between the same two surfaces as the first contact constraint. Thefollowing warning appears because this constraint is similar to the contact constraints youalready have.

Select OK . This closes the Warning window and allows you to define the offset value.

Change the offset to be 4.75 inches and select OK . It may need to be negative dependingwhich face you selected first. You are now going to rename the various constraints so theyhave a more meaningful representation.

Using the third mouse button select the first contact constraint and select Properties .This will bring up the following window.


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Select the Constraint tab and change the Name to be Retracted. This names theconstraint to give it a better representation of what it will do.

Change the name of the second contact constraint to be Extended.

Change the name of the offset constraint to be Halfway. The constraints should appearin your tree similar to that shown below.

Practice activating and deactivating the various constraints to show the different limits of the piston. Remember, only one of the constraints can be active at a time or it will be overconstrained.

Save your assembly.


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Assembly Design - External References, Page 77 Wichita State University

External References

Up to this point you have mainly concentrated on working with assemblies where the pieceswere already built using Part Design. This is a good method if you know the shape and

dimensions of all the parts. However, there are many times that you want a part to connectone item to another and you do not want to have to determine all the dimensions or worryabout if the part is going to collide with other parts in the assembly. Therefore instead of creating all of the parts individually, you can use faces and geometry from other parts tohelp in the creation of new parts and external references are generated.

Using the pull down menu Tools, Options you can access the Mechanical Design, Part Design, General tab. Under this option is External References. A diagram is shown below.

There are four options listed:

Keep link with selected object - This option will have your part create external references

when using geometry from other parts in the assembly. Therefore if that geometry changeson one of the other parts it will effect your new part.

Create external references in Show mode - This option will have the external references begenerated in Show mode instead of Hide mode.

Confirm when creating a link with selected object - This option will have a confirmationwindow come up to confirm that you want a link created with the object.

Only use published elements for external selection - This option will only allow you to usepublished elements for selecting objects to use as external references.


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For this exercise you need to make sure you have the Keep link with selected object activated. You are going to finish creating the side assembly for a bridge truss. Thefinished bridge truss is shown below.

Open the Side Assembly document. It is located in the Truss directory. It shouldappear similar to the diagram shown below.

Open the Link - 22.5 document. It is located in the Truss directory. You are going toopen this document and save it in your area while the assembly is opened so that it willautomatically update the links.

Save the Link - 22.5 document, select OK to update the links and close the document.You are going to want to be able to make modifications to this link later in the exercise, thatis why you are saving it in your area.


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You are going to create the angled link that attaches at four locations on the assembly.

Select the new part icon and then select the Side As