pro engineer wf4 first hands on workshop

PPTTCC ‐‐ FFIIRRSSTT PPrroo//EENNGGIINNEEEERR WWiillddffiirree 44..00

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WORKSHOP USE ONLY Please do not write notes in this book or remove

from the workshop. It will be used by all participants.

FIRST Hands On Workshop

FIRST Hands On Workshop Page 1

Table of Contents

FRC and FTC ‐ Getting Started Information ......................................................... 5

PTC is offering FREE software to all FIRST teams! .............................................................. 5

2D Concept Sketching ......................................................................................... 6

Simple Sketch with Motion ................................................................................................. 6

Scissor Jack Sketch .............................................................................................................. 9

2D Layout in 3D ................................................................................................................. 19

Part Modeling ................................................................................................... 28

PTCU Training ‐ Modeling ................................................................................................. 28

Create Spline Boss ............................................................................................................. 28

Create Center Flange ........................................................................................................ 37

Create Key Boss ................................................................................................................. 38

Create Mounting Holes ..................................................................................................... 43

Add Draft, Chamfer and Fillet ........................................................................................... 45

Model Information ............................................................................................................ 48

Sheet Metal ....................................................................................................... 51

PTCU Training – Sheet Metal Design ................................................................................ 51

Create Bent Geometry ...................................................................................................... 51

Copy & Paste ..................................................................................................................... 54

Create Flat Geometry ........................................................................................................ 55

Bend Back .......................................................................................................................... 65

Flat Pattern ....................................................................................................................... 66

Data Exchange ................................................................................................... 67

Opening Non‐Pro/ENGINEER 3D Files (STEP) ................................................................... 67

Adding Non‐Pro/ENINGEER 3D Files (STEP) to an Existing Model .................................... 69



Opening Non‐Pro/ENGINEER 2D Files (DXF) ..................................................................... 71

Part Drawing ..................................................................................................... 74

PTCU Training ‐ Detailing .................................................................................................. 74

Create a Part Drawing ....................................................................................................... 74

Add Additional Views ........................................................................................................ 80

Add Dimensions and Notes ............................................................................................... 83

Assembly ........................................................................................................... 90

PTCU Training ‐ Assemblies ............................................................................................... 90

Wheel Assembly ................................................................................................................ 91

Explode State .................................................................................................................. 100

Frame Subassembly ........................................................................................................ 102

Assembly Challenge – Complete the Frame Subassembly ............................................. 115

Assembly Challenge ‐ Frame Top Level Assembly .......................................................... 119

Assembly Tools ............................................................................................................... 123

Cross Sections ................................................................................................................. 124

Mass Properties .............................................................................................................. 125

Interference Checking ..................................................................................................... 126

Replace Components ...................................................................................................... 128

Assembly Drawing ........................................................................................... 132

PTCU Training – Detailing ............................................................................................... 132

Create an Assembly Drawing with BOM Report ............................................................. 132

Assembly Drawing Challenge .......................................................................................... 138

Mechanism Design .......................................................................................... 140

PTCU Training – Mechanism Design ............................................................................... 140

Pin Joints ......................................................................................................................... 141



Slider Joint ....................................................................................................................... 147

Mechanism Design .......................................................................................................... 151

ProjectLink Document Management .............................................................. 156

PTCU Training – Windchill ProjectLink ............................................................................ 156

Folders or Documents Management .............................................................................. 157

Collaboration with the Project Team .............................................................................. 159

Document Change Management .................................................................................... 161

ProjectLink CAD Data Management ................................................................ 163

PTCU Training – Windchill ProjectLink ............................................................................ 163

Register Windchill Server in Pro/ENGINEER ................................................................... 164

Check CAD Data into Windchill ....................................................................................... 168

CAD Data Management .................................................................................................. 169

Viewing 3D CAD in ProductView ..................................................................................... 171

Appendix ......................................................................................................... 174

PTCU Skill Assessments ................................................................................................... 174

Pro/ENGINEER Wildfire 4.0 Quick Reference Card ......................................................... 174



CAD Files

The CAD files required for this tutorial can be downloaded from this location: http://download.ptc.com/company/community/first/ptc_first_how_edu.zip

Document Format & Printing

This document is setup to be printed with (2) pages per sheet to minimize the total number of printed pages. If available, please setup your printer for double sided and multi‐page printing.

Conventions

Information is provided at the start of many tasks.

Tips are provided along the way, with time‐saving or alternate techniques.

Notes are provided with additional useful details, which may not be required to complete the tutorial.

• Menu commands are shown in Bold • The comma character , is as a separator between commands • Icons are shown in line with command text • Keyboard keys are shown in Bold CAPS • The left, middle and right mouse buttons are referred to as LMB, MMB, RMB

http://download.ptc.com/company/community/first/ptc_first_how_edu.zip�

http://download.ptc.com/company/community/first/ptc_first_how_edu.zip



FRC and FTC ‐ Getting Started Information

PTC is offering FREE software to all FIRST teams!

This software will help you design your robot more efficiently, and help you collaborate more effectively with your team.

Available Software

• Pro/ENGINEER ‐ PTC’ integrated 3D CAD/CAM/CAE software • Mathcad ‐ PTC’s Engineering Calculation software • Windchill ‐ PTC’s Collaboration and Data Management software • Productview ‐ PTC’s Visual Collaboration software

Resources for FIRST Teams

• Quick Getting Started Guide • Detailed Getting Started Guide • Download the 2009 FRC and 2008 FTC Kit of Parts ‐ www.ptc.com/go/firstkop

Training Materials/Events

• Recorded Video Webinars/Workshops • Regional Live Hands‐On Workshops • Resources and Information on PTC Products • Training and Support for FIRST Teams • FIRST Discussion Forums • Getting Started with Pro/ENGINEER® Wildfire™ 4.0

A Tutorial‐based Guide to Workflow • PTC University ‐ http://first.ptculms.com

Web‐based training for Windchill ProjectLink, Pro/ENGINEER & Mathcad

https://pds.ptc.com/Windchill/servlet/AttachmentsDownloadDirectionServlet/primary?oid=OR:wt.doc.WTDocument:617807178�



http://www.ptc.com/products/proengineer/

http://www.ptc.com/products/mathcad/

http://www.ptc.com/products/windchill/projectlink/

http://www.ptc.com/products/productview/

http://www.ptc.com/WCMS/files/99574/en/Quick_Getting_Started_Guide.pdf

http://www.ptc.com/WCMS/files/77175/en/Getting_started_guide.pdf

http://www.ptc.com/go/firstkop

http://www.ptc.com/go/firstworkshops

http://www.ptc.com/appserver/wcms/standards/textoimgothumb.jsp?&im_dbkey=99475&im_language=en

http://www.ptc.com/appserver/mkt/educational/program.jsp?&im_dbkey=98962&icg_dbkey=851



http://www.ptc.com/view?im_dbkey=63518

http://first.ptculms.com/




2D Concept Sketching

An important aspect of using Pro/ENGINEER during the build season of FIRST is to be proficient with sketcher. Sketcher enables a FIRST team to conceptualize their future robot. The FIRST team can then truly define dimensions, space claims, and all the parts of the robot that they will eventually use when they start building. By using Pro/ENGINEER, you will be able to avoid problems because you are using real world dimensions to drive your concepts. You do not get these advantages when using PowerPoint or a whiteboard to develop a concept.

Simple Sketch with Motion

1. File, Open , 2D Sketching folder, 1‐sketcher.prt, Open

2. Go into sketcher, Use Previous.



3. Create two datum points by selecting , dimension as shown by double‐clicking

on the dimension values. Enter the values shown and press ENTER.

4. Create entities using lines. Dimension it as shown. Take your time to ensure it is exactly as shown. This is three lines. To place a dimension, LMB both references, then MMB to place dimension.

5. Lock all dimensions, except for the 60 degree value. Select all dimensions (except 60 degrees) and RMB Lock.



6. Toggle off the dimensions with , and drag top horizontal entity around.



7. This mechanism is a concept for a pneumatic powered elevator such as the Down‐A‐Vator below. See how you can simplify a complex 3D assembly into a 2D sketch? The dimensions of the sketch above will help drive the linkage lengths of a mechanism like this.

Scissor Jack Sketch

In the following exercise, you will be developing a 2D mechanism inside of sketcher that will ultimately be something similar to the two images below.

Sketcher is a very useful tool that can be used to develop an idea. You may have some grand ideas that you want to test out and sketcher is the place to start! Plus, when you have your idea sketched out, you now have the required



dimensions to make your idea into reality.

1. File, Open , 2D Sketching folder, 2‐sketcher.prt, Open

2. Start a new sketch by selecting and then select the FRONT plane to sketch

on. You’ll see the dialog box similar to this, then click Sketch.

3. Toggle off the datum planes by selecting . Create a centerline that is

horizontal and along the horizontal reference. RMB (hold it there for a moment)

and select Centerline , and then select along the horizontal reference two

times to make the centerline. It should then show you a centerline icon as shown.



4. Next you need to create a line. RMB Line , then create the line shown. You

should notice that Pro/E assumes it is a symmetrical line. Modify the dimensions to reflect 10 and 16 as shown.

5. Next create two centerlines that are horizontal along the top and bottom of the line you sketched.



6. Next sketch the start of the scissor jack portion on the left. Create two lines as

shown. RMB Line

7. Use the constraints available in sketcher to force one leg to be equal in length to

the other. Pick .to open the Constraints dialog box, pick , and select one

leg and then the other you just sketched. Then Close the dialog box. You should now only see one angle dimension.



8. Sketch the next two lines. RMB Line . You should see that sketcher wishes to

make them parallel to the lines you already created. This is what you want to see, so let sketcher make that assumption for you.

9. Finish of the scissor jack with two more lines. Again, accept sketcher’s

assumption to make them parallel. RMB Line



10. Create a circle with RMB Circle , at the intersection of center of the two

references on the right. Then change the diameter of the circle to 8 by double clicking on the dimension.

11. Create a line from the center of the circle to the outer edge of the circle as

shown. RMB Line . Sketcher will make a dimension for you. Make a new

dimension from the line to the center reference, RMB Dimension . To make a

dimension, pick the line you sketched, the horizontal reference and then middle button to place the dimension. It should now look like the below image.



12. Create one final line between the two points shown. RMB Line . Dimension

this new line to be a value of 9. After you do this, you will see only a few dimensions remain. You have completed the sketch.

13. Now that the sketch is finished, drag the mechanism using the line inside the circle as the driving value. Click the line and hold while dragging.

Why isn’t it creating the motion that you desire? Can you fix it without looking at the next step? There is something that needs to be done to the



sketch before it can be dragged as you would like the motion to happen.

14. Click on all the values in the sketch, except for the angle of the line in the circle and then RMB Lock. This will keep the length of all sketcher values unchanged while dragging it. Try and drag it now!

15. Another method of dragging one or many dimensions is to use the modify command in sketcher. Click on the angle dimension that you’ve been dragging and then RMB Modify or on the sketcher toolbar. You can then drag the thumbwheel in the dialog box.



The modify dimension dialog box is always a useful tool to check out in sketcher. You can quickly find out the feasibility of specific dimensions you wish to modify. Also, the Lock Scale checkbox enables you to scale your entire sketch either larger or smaller.

16. An additional thing that you can do with a sketch is to change its entity properties. Select one or a few entities and then RMB Properties.



17. Change a few of the properties of some lines. You can also make a window around entities for multiple selections. This enables you to organize and specify sections of your sketch.

18. Window, Close



2D Layout in 3D

Thank you to Liberty High School ‐ Team 2775 Robotics (http://libertyrobotics.com) for letting us use their Pro/ENGINEER design models for the content of this demonstration. Their 2009 robot “Shred” features a mechanism hopper that holds 15 balls. The hopper collects balls in the lower position and then lifts to a position above the goal, which the same roller which is used as an intake is also used to score the balls.



This exercise will show you how to organize entities and to use sketcher for coming up with a workable concept that can be used to build the robot.

1. File, Open , Sketcher Layout folder, 2009_robot.asm, Open. You may want to

toggle off all construction geometry, , , , .

2. Spin the model around to take a look at the final design. This exercise will investigate the concept model of this robot.

3. File, Open , Sketcher Layout folder, 2775_layout.prt, Open



Take note of the different entity colors and styles in this part. You can change the colors of the entities in sketcher or you can change the colors outside of sketcher by RMB and selecting properties.

4. The model tree reflects the names of the different parts of the robot. Select the

different features to highlight the respective entities and construction geometry in the model.

5. Select the two lifter features (lifter_1 and lifter_2) from the model holding down the control key to pick both. After you have the selected, RMB Properties.



6. Change the color to any color you wish to. Click on Apply, Close when finished. 7. Continue this exercise by changing many more entities. Change the color and

style of many entities. 8. Next, let’s make some changes to the geometry. Select the Lifting_Frame

feature and RMBEdit Definition.



This is a complex sketch. All of the dimensions have been locked, except for the distance between the frame and the ground, which is the dimension value of 10 on the right hand side of the sketch.

9. Select the dimension of 10 and RMB Modify . Or alternatively, you can drag

the mechanism to a higher position. A value of about 45 is good. Toggle off

dimensions and constraints, , to make it easier to see.



10. Now sketch some circles for the rollers. Sketch the rollers with circles in any

method you would like to with . The key to creating these circles is to only

reference the frame assembly that you just dragged upwards. You want the new rollers to move with the assembly. Turn the dimensions back on.



11. Create a reference dimension between the two circles (rollers). Sketch, Dimension, Reference. The goal of this design, based on the orbit balls, theory and testing is to get the reference dimension to be 9.5 (center to center). Modify the placement of the rollers to attain this dimension.

12. You can also modify the roller diameter values. The goal here was to get a value of about 7.75 inches between the rollers. Based on the diameters and the distance, this value is easily accomplished by moving the rollers around to the correct locations. The lifting frame feature should look something like this now.



13. Drag the lifting frame back down to the lower position. DON’T FORGET TO LOCK ALL NEW DIMENSIONS FOR THE ROLLERS.

14. You can do many things with this assembly now. You can also edit the 10‐45 value outside of sketcher and then use Regenerate.

You now have a high level of confidence on where the rollers need to be placed. You also have a layout of the entire mechanism all done with many sketch features and some construction features such as planes and axes.

15. Window, Close (all open windows)



Part Modeling

PTCU Training Modeling

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating solid models in Pro/ENGINEER.

Title Description

Modeling The Modeling Course provides introductory learning in the basics of Pro/ENGINEER and progresses to advanced topics such as Parameter Driven Parts and Sweeps and Blends. Users who are new to Pro/ENGINEER should take this course and it is a prerequisite for most of the other COACH courses. (COA‐CEK2649)

Create Spline Boss

1. Start Pro/ENGINEER, File, New or , ensure that Part is the Type and Solid is

the Sub‐type, type “coupler” for the name, OK in the dialog box


http://first.ptculms.com/cadtrain/coachlms/client/browsecourses?newSearch=true



2. In the Right Side Toolbar, Sketch , Select Front as the sketch plane, Sketch in

the dialog box

3. Circle , LMB at the origin of the sketch plane, drag until there is a small circle,

LMB, MMB to finish circle



4. Double‐click the diameter dimension of the circle, type in 1.25, [ENTER], Done

In the Right Side Toolbar, Extrude , select Sketch 1 in the model tree or

graphics area

5. In the dashboard type 0.85 for the depth value, Done



Many powerful tools are located in the dashboard. Be sure to become familiar with the tools within the dashboard.

6. In the Right Side Toolbar, Sketch , select the top of the cylinder

(Surf:F6(EXTRUDE)) as the sketch plane, Sketch in the dialogue box

7. RMB Centerline (or ), Snap 2 points on the vertical reference Y‐axis, MMB



9. Double‐click the diameter dimension of the circle, type in 0.80, [ENTER]

10. Rectangle , start on the X‐axis to the left side of the Y‐axis, drag up and to the

right, ensure that it snaps symmetric to the Centerline, MMB to finish

11. Double‐click the horizontal dimension, type 0.20, [ENTER]

12. Double‐click the vertical dimension, type 0.50, [ENTER]

13. Delete Segment , delete segments as shown below, leaving an arc on top of

the rectangle



The sketcher diagnostic tools help you identified and fix common problem areas in sketches.

14. LMB Shaded Closed Loops . You should see a shaded area like the one below.

If you do not, use the other tools to ensure that you have a closed loop.



15. Highlight Open Ends , shows where open ends are. You can sketch a line or

arc to fix any open ends.

16. Overlapping Geometry , shows where overlapping geometry is. You can use

Delete Segment to address any overlapping geometry.



17. Feature Requirements , Repeat Steps 1‐4 until all Feature Requirements are

satisfied

18. Done Remove Material

You can use the Extrude Tool to either add or remove material from your design by simply toggling the Remove Material icon in the dashboard.

19. In the Right Side Toolbar, Extrude , select Sketch 2 in the model tree or

graphics area



20. Remove Material , if needed Flip so that the direction is into the cylinder,

Through All , Done

Using patterns allow you to place identical features on your design with speed and ease. There are multiple different types of patterns to increase the flexible of the pattern tool.

21. Select Extrude 2 if needed, Pattern in the Right Side Toolbar, in the dashboard change the type to Axis, Display Axes to display axes, select Axis A_1 in the

graphics area, type 6 [ENTER] for the number of members, Set Angular Extend

, type 360 [ENTER] for the angular extend, Done



22. Hole , select axis A_1 and CTRL‐LMB the top of the cylinder

Surf:F1(EXTRUDE1), type 0.65 [ENTER] for the diameter, Through All , Done

23. Display Axes to hide axes



Create Center Flange

1. In the Right Side Toolbar, Extrude , RMB Define Internal Sketch, select the

bottom of the cylinder Surf:F1(EXTRUDE1) as the Sketch Plane, Sketch



3. Double‐click the diameter dimension of the circle, type in 3.00, [ENTER], Done

4. In the dashboard, type 0.2 [ENTER] for the depth, ensure that the direction is

away from the bottom of the cylinder, Done



Create Key Boss

1. Display Planes to show planes, Revolve , RMB Define Internal Sketch, select

RIGHT plane, Sketch

2. Sketch menu, References, select Surf:F16(EXTRUDE_3), select F1(Front), Delete,

Close



Using appropriate references ensure an accurate design and flexibility for any design changes.

3. RMB Centerline , LMB to snap to the X‐axis (2 times), MMB

4. With the centerline still selected, RMB Axis of Revolution

5. Line , LMB just to the above of the origin of the references selected, draw a

horizontal line to the left, LMB,

6. Sketch a line up, LMB

7. Sketch a line up and right back to the Y‐axis, LMB

8. Sketch a vertical line down back to the first point, MMB

9. Dimension as shown below

10. Use the Sketcher Diagnostic Tools to ensure that all feature requirements are

satisfied, Done

11. In the dashboard, ensure that the revolve angle is 360, Done



12. In the Right Side Toolbar, Extrude , RMB Define Internal Sketch, select the

bottom of the cylinder Surf:F17(REVOLVE_1) as the Sketch Plane, Sketch

13. RMB Centerline , LMB to snap to the Y‐axis (2 times), MMB

14. No Hidden

15. Offset , Edge:F17(REVOLVE_1), type ‐0.1, [ENTER], OK, Close

16. Rectangle , LMB above and to the left of the offset edge you just created,

LMB, drag to the right across the centerline and ensure that it snaps symmetric

to the Centerline, LMB snap to X‐axis, MMB to finish



17. Double‐click the width dimension of the rectangle, type 0.20, [ENTER]

18. Delete Segment , delete segments as shown below, leaving an arc on right

side of the rectangle



19. Use the Sketcher Diagnostic Tools to ensure that all feature requirements are

satisfied, Done

20. In the dashboard, Remove Material , if needed Flip so that the direction is

into the cylinder, To Selected , LMB Surf:F16(Extrude3) that is closest to the

sketch, Done

21. Switch back to Shaded View



22. Display Axes to display axes

23. Hole , select axis A_1 and CTRL‐LMB Surf:F16(Extrude3), type 0.42 [ENTER]

for the diameter, Through All , Done

24. Display Axes to hide axes

Create Mounting Holes

1. Hole , Surf:F16(Extrude3),

2. Display Planes to show planes, drag offset references to the Top plane, and the

other to the Right Plane

3. Double‐click the offset reference values, type 0.75, [ENTER]

4. Repeat for the other offset reference value



5. Create Standard Hole , ensure that Adds Tapping is unchecked , change

the type to UNC, select 1/4 ‐20, select Clearance Hole , Through All , Done

6. If needed, select the hole just created, Pattern , in the dashboard change the

type to Axis, Display Axes to display axes, select Axis A_1 in the graphics area,

type 4 [ENTER] for the number of members, Set Angular Extend , type 360

[ENTER] for the angular extend, Done



Add Draft, Chamfer and Fillet

1. In the Right Side Toolbar, Draft , select the outside of Surf:F16(EXTRUDE_3)

2. RMB Draft Hinge, select the top of Surf:F16(EXTRUDE_3), double‐click the angle

valve, type 10, [ENTER], Done



3. In the Right Side Toolbar, Chamfer , select Edge:F16(EXTRUDE_3), double‐

click the value, type, 0.1, [ENTER], Done



4. In the Right Side Toolbar, Round , select Edge:F17(REVOLVE_1), double‐click

the value, type, 0.1, [ENTER], Done



Model Information

1. View Manager , Xsec tab, New, type “Right”, [ENTER], select Done from the

Menu Manager, select RIGHT from the model tree

2. Double‐click RIGHT in the Xsec tab,

3. Double‐click No Cross Section, Close



4. Edit menu, Setup, Material, Double‐click pvc.mtl, OK, Done from the menu

manager

Mass properties, such as center of gravity, have a significant effect on the performance of the robot design the game. Use this information to better your design and gain an advantage over the competition.

5. Analysis menu, Model, Mass Properties, select Default_CSYS from the model

tree, change type to Feature, Done



6. Analysis menu, Measure, Distance, LMB the first hole in the pattern, LMB axis

A_1, change type to Feature, Done

7. View menu, Color and Appearance , Add New Appearance “+”, in the Basic

tab select Color, Color Wheel, select a color of your choice, Close, Apply, Close



Sheet Metal

PTCU Training – Sheet Metal Design

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating constant thickness sheet metal models in Pro/ENGINEER.

Title Description

Sheet Metal Design The Sheet Metal Design course teaches users the basics of operating in the Sheet Metal Mode in Pro/ENGINEER as well as advanced techniques such as User‐Defined Shapes and complex rips and corner reliefs. (COA‐CEK2656)

Create Bent Geometry

This tutorial will provide a foundation in sheet metal part modeling by recreating an example from the FRC Kit of Parts.

1. File, Open , Part Design folder, tilt_base.prt, Open

This portion of the tutorial will show how to create and edit a flat wall from a predefined wall shape

2. Pick or Insert, Sheetmetal Wall, Flat

3. Pick Edge:F5(FIRST WALL) as the reference to attach the wall





4. Use the drop down menu from the dashboard to select predefined flat wall

shapes. Select a few different ones and view the on screen preview

5. Select Rectangle, RMB Edit Shape, Set the height value to 1.3, MMB or to

complete the flat wall



This portion of the tutorial will show how to create a flange wall using a predefined profile

6. Pick or Insert, Sheetmetal Wall, Flange

7. Pick Edge:F4(FLAT1) as the placement reference for the flange wall

8. Use the drop down menu from the dashboard to select predefined flange

profiles, choose I

9. RMB Edit Profile, Set the height value to 0.5, MMB or



Copy & Paste

This portion of the tutorial will cover how to copy and paste sheet metal geometry to expedite part creation

1. Ctrl + pick Flat1 and Flange1 from the model tree



2. Edit, Copy or Ctrl+C, Edit, Paste or Ctrl+V, Pick Edge:F5(FIRST WALL), MMB or

Create Flat Geometry

This portion of the tutorial will show how to flatten out a sheet metal part

1. Pick or Insert, Bend Operation, Unbend, Done

2. Pick Surf:F5(FIRST WALL)



3. Select Unbend All, select Done, Select OK or MMB

This portion of the tutorial will show how to make sheet metal cuts and create a direction pattern

4. Pick or Insert, Extrude, RMB Define Internal Sketch, Pick Surf:F5(FIRST

WALL)



5. Select Sketch or MMB to enter sketcher

6. Select to create a circle, click and drag to create a circle in the location

shown.

7. Set the diameter to 0.7

8. Change the reference distance from the vertical reference to 2

9. Change the reference distance from the horizontal reference to 1

10. Select beside to expand, Select to create a centerline

11. Click 2 locations along the vertical reference to place the centerline



12. Pick the circle

13. Select and pick the centerline to mirror the circle



14. Select to complete the sketch, MMB or to complete the cut

15. Select Extrude 10 from the Model Tree

16. RMB Pattern, Change the pattern type to Direction

17. Toggle on datum plane if necessary. Pick datum plane Front as the reference



18. Set the pattern spacing to 1 and number of instances to 3, MMB or

This portion of the tutorial will show an alternate way to use a direction pattern

19. Pick or Insert, Extrude, RMB Define Internal Sketch, Pick Surf:F5(FIRST

WALL), Select Sketch or MMB to enter skether.



20. Select , click and drag to create a circle in the location shown.

21. Set the diameter to 0.2

22. Change the reference distance from the vertical reference to 2.8

23. Change the reference distance from the horizontal reference to 1.3

24. Select to complete the sketch, MMB or to complete the cut



25. Select Extrude 11

26. RMB Pattern, Change the pattern type to Direction

27. Pick datum plane Front as the first reference



28. Set the pattern spacing to .5 and number of instances to 6

29. Click the dashboard box to add a second reference



30. Pick datum plane Right as the second reference

31. Select to flip the direction

32. Set the number of instances to 2

33. Set the pattern distance to 5.6



34. MMB or to complete the second pattern, toggle off the datum plane display

Bend Back

This portion of the tutorial will show how to bend the sheet metal part back from its flattened version. Notice the flat cuts will properly bend back with their respective walls

1. Select beside to expand, select or Edit, Bend Operation, Bend Back, Pick

Surf:F5(FIRST WALL), MMB or select OK



2. Select BendBack All, Done or MMB, OK or MMB to complete

Flat Pattern

This portion of the tutorial will show how to make a flat pattern. The flat pattern is used as a manufacturing template which allow cuts to be made before bends are added

1. Select or Insert, Bend Operation, Flat Pattern, Pick Surf:F5(FIRST WALL)



Data Exchange

When designing and collaborating with others on your CAD design, you may need to use non‐Pro/ENGINEER 2D or 3D files. This is not a problem since Pro/ENGINEER reads and writes to numerous industry standard 2D and 3D formats. The following tutorials will show you how easy it is to open, add, repair and reuse data from other systems in Pro/ENGINEER.

Opening NonPro/ENGINEER 3D Files (STEP)

In the following exercise, you will be working with a STEP file which is a common data exchange format for 3D CAD models.

1. File, Open , set Type to All Files (*), DEX folder, rcs‐20.stp, Open

2. Accept the default value of Part and choose OK

3. Review the elements and items opened in the Information Window, then Close



4. Use the MMB to spin the model and view the geometry.

5. Change from Shaded graphics to No Hidden Line and back with and

If the model is opened and imported into Pro/ENGINEER as a complete 3D model, the edges will be white. The easiest way to verify this is to change from Shaded display to No Hidden Line.

6. File, Close Window



Adding NonPro/ENINGEER 3D Files (STEP) to an Existing Model

1. File, New, Part, OK

2. Turn on the Display of Datum Planes (if they are off)

3. Look at the feature structure in the model tree



By creating a new model using the standard 3D model template, you have default datum planes, coordinate system, layer scheme, etc. This is important if you are building all your CAD models from the same standard template and also to have a set of datum planes for assembling the component. In comparison, when the file is opened directly, you will only have the items available in source model in your new Pro/ENGINEER model. This technique ensures you have consistent Pro/ENGINEER models regardless of their source.

4. Insert, Shared Data, From File…, set Type to All Files (*), DEX folder, rcs‐20.stp, Open

5. Choose OK from the Choose Solid Options and Placement dialog box to use the “Default” coordinate system.

6. Review the elements and items opened in the Information Window, then Close 7. Use the MMB to spin the model and view the geometry.




Opening NonPro/ENGINEER 2D Files (DXF)

In the following exercise, you will be working with a DXF file which is a common data exchange format for 2D CAD drawings.

1. File, Open , set Type to All Files (*), DEX folder, a_7z_4‐f2608.dxf, Open

2. Accept the default value of Drawing and choose OK



3. Accept all the default options in the Import DXF dialog box, then OK

4. Use the MMB to zoom in and out and Shift‐MMB to pan the drawing.



Part Drawing

PTCU Training Detailing

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating 2D drawings in Pro/ENGINEER.

Title Description

Detailing The Detailing course teaches users how to create a drawing, add views, sections, dimensions and text. This course also shows users how to utilize a format. (COA‐CEK2652)

Ideas and engineering information are often shared with others in the form of an engineering drawing or blueprint. Now that you have created a solid model, it is not time to use the model to create a drawing.

This tutorial will lead you through the step by step process to create an engineering drawing including: how to choose a size and format, how to create various types of drawing views and show, and show how to create dimensions and notes.

Create a Part Drawing

1. File, New , Drawing, enter new Name: “coupler”, enter Common Name:

“COUPLER”, uncheck Use default template, OK from the New dialog box.





2. Browse, coupler_complete.prt, Open, choose c_part.frm from the Format drop

down menu, OK. Press Enter or to accept sheet 1, enter “your name” for

Drawn By and press Enter or

3. Pick the Layers icon to display the layer list in the Model Tree, RMB Hide on

the icon, Layers to toggle back to the feature list in the Model Tree.



4. Use the MMB to zoom in or to review the title block. Use to zoom back to

the full drawing

Engineering drawings will always have a standard border and title block. In Pro/ENGINEER, this is referred to as the drawing format. This item is used in the drawing, but only the title block text is ever changed.

5. RMB Insert General View…(on the sheet), pick on the upper left area to place

the first drawing view

6. Double click Top to set the view orientation.



7. Pick OK or MMB to confirm.

8. Select the Top view just created, RMB Insert Projection View… Move the mouse

below the first view and LMB click to place the projection view



Projection views are dependent on the general view they reference. Move the general view and the projection views will follow

9. Select the general Top view, RMB Insert Projection View…, move the mouse

horizontally and LMB click to place the second projection view as shown

10. With the second project view selected, RMB Properties, pick Sections in

Categories column, 2D cross‐section. Pick to add cross‐section to view,

select A to reuse a previously created cross section

11. Drag the horizontal scroll bar, LMB pick to activate the Arrow Display section,

then select the general Top view, OK or MMB



12. Double click the note SCALE: 1.000 located in the lower left corner of the screen,

enter 1.5, MMB or to change the scale

Drawing scales can be individually set within the drawing view window

13. Pick to unlock the view movements, LMB click and drag the views to the

layout as shown

14. Change active display to No Hidden , Repaint



Add Additional Views

This portion of the tutorial shows how to create a detail view. Detail views are enlarged views which are very useful when dimensioning small complicated portions of parts

1. Insert menu, Drawing View, Detailed…, LMB select the edge as highlighted

below

2. LMB pick on the view a few times to sketch a spline encompassing the keyway

area that we want to show in detail, MMB to finish the spline, LMB pick at the

middle empty area to place the detail view as shown

3. Select the annotation “SEE DETAIL A” in the Front view, drag and move it to get

closer to the view



4. Select the annotation below the detail view, double click the 3.000, enter 2.0 as

the new scale factor to scale the detail view smaller, MMB to confirm

This portion of the tutorial shows how to create a alternative general view in the isometric perspective

5. RMB Insert General View…, LMB pick the lower right corner to place the

general view. Double click ISOMETRIC to orient the view



6. Pick View Display in the Categories column, change Display style to Shading

7. Pick OK or MMB



Add Dimensions and Notes

This portion of the tutorial will introduce how to show, create and erase dimensions in the drawing

1. Pick Show and Erase , select as Type, Feature, select the revolution

feature in the Top view as shown, then select the round feature as shown

2. Continue to select the chamfer feature and the draft feature as shown



3. MMB, pick Accept All, Close the dialog box, review the dimensions

4. In the Model Tree, hold Ctrl and select Extrude 1 and Extrude 3 , RMB Show

Dimensions

5. Hold Ctrl and select dimensions Φ1.00, Φ.60, 10˚in the Top view and the dimension Φ1.25 in the Front view, RMB Move Item to View, select the cross‐

section view as the target view



6. LMB select the Top view, RMB Cleanup Dimensions, Apply and Close the

Cleanup Dimensions dialog box, select 97.5˚ and drag it to adjust its

position as shown

7. Select the cross‐section view, RMB Cleanup Dimensions, Apply and Close the

Cleanup Dimensions dialog box



8. Select the snap line of Φ1.25 as highlighted below, drag it to the below of the view

9. Select the note “SECTION A‐A”, RMB Properties, pick Text Style tab, change

Horizontal to Center, OK

10. Select the dimension 10˚ and drag it to upper side as shown, then select 10˚,

RMB Flip Arrows, drag the text to adjust its position in the view as shown



11. Select or Insert, Dimension, New References. LMB pick the top and bottom

edges as shown

12. MMB at the right of the section view to place the dimension, MMB to confirm

13. Select the 360˚in the Front view as shown, RMB Erase



14. Pick Show and Erase , select as Type, Feature and View

15. Select the lower hole feature as highlighted in the Front view, MMB



16. Pick Accept All, Close the Show/Erase dialog box, LMB select the hole

annotation and move it to adjust its position as shown

Part Drawing Challenge

1. Dimension the detail view



Assembly

PTCU Training Assemblies

FIRST teams are eligible to pa courses using our Precision Learning Management

rticipate in PTC’s online training System at http://first.ptculms.com. There is a PTCU

course specifically targeted at s of solid models in Pro/ENGINEER.

Title Description

the details of creating assemblie

Assemblies The Assemblies course teaches the basics in assembly design and constraints. Users learn how to assemble existing parts in a Bottom‐Up Design methodology. They also learn how to build a Design‐In‐context, or Top Down Design structure. In doing so, users must learn how to create, apply and manipulate Skeletons and Map Parts. (COA‐CEK2650)

This tutorial will cover some fundamental functionalities in Pro/ENGINEER Assembly module, such as assembling components, exploded view, replace component, mass properties of assembly, Interference checking, etc.

The content for this tutorial is from AndyMark, Inc. This will be a version of their C‐Base Kit Chassis for the 2009 FRC. We will be using the ‘short and wide’ version

with 24 inch c‐channels and a four wheel drive system. While there are many ways to assemble this, we are using AndyMark’s documented method.



Wheel Assembly

n c_base_wide_complete.asm. This is the final

assembly that we will build in this exercise. Window, Close.

2. File, New , c , and enter wheel‐slick for the

name, then OK.

1. File, Open , double click o

hange Type to Assembly(*.asm)



3. Pick Assemble , select wheel.asm. After the part appears, RMB and select

Default Constraint. Click (or MMB) to finish. This places the first component

in this new assembly.

4. Pick Assemble , select 1614z_bearing.prt, OPEN



Here are some assembled around, use valuable tricks! To pan the part being CNTRL‐ALT‐RMB ‐MMB to spin the new and drag the part around. Use CNTRL‐ALT

component. If you can spin, zoom and pan don’t use the CNTRL‐ALT action, you all the parts around tip! at the same time together. Priceless

5. Notice the rmation about the

assembly process. of the two parts as

shown.

6. Next You

will after

the

dashboard; you can use it for additional info

First select the two cylindrical surfaces

components, select the two surfaces shown.

with MMB. Click (or MMB) to finish

we need the mate the

likely need to spin the assembly

parts are together.



side of wheel!

bearings on, right? And it now looks like

7. Repeat this on other

8. You now have both this:

9. Pick Assemble , select sprocket_spacer.prt, OPEN. Select two cylindrical

surfaces first as shown. You can use any cylindrical surface from the tire part.



will result in a mate command. This

after the parts

are together.

10. Select two flat surfaces as shown. Thiscompletes the assembly of the spacer, click (or MMB) to finish



11.

cylind

12.

You should be an expert by now with 22LE_spacer.prt, OPEN. Select two

use any cylindrical surface from the

connection.

this. Next, Pick Assemble , select S35‐

rical surfaces first as shown. You can

sprocket_spacer. This will create an insert

You now need to mate the two surfaces.

part.

Select the two flat surfaces of each



13. RMB – Toggle off Assumptions. This will require you to line up the bolt holes so

that you can connect the parts together in the next step with bolts. You can also

get to the assumptions by clicking Placement, and uncheck the box Allow

Assumptions

in the dashboard.

Allow assumptions is the default action that occurs when Pro/ENGINEER sees a mate and insert command together. Nine times out of ten, allow assumptions is

something that is desired. The rotation of a part, such as a bolt, really doesn’t make a difference, so Pro/ENGINEER assumes a rotation and all is good.

14. RMB New Constraint. This will put you

constraint.

15. Select two surfaces of any of the holes

in selection mode again to add the third

that line up! This will complete the

assembly task, click (or MMB) to finish.



16. Next you assemble the bolts. Pick Assemble , select shcs.prt, OPEN.

Pro/ENGINEER wishes to automatically place the bolt. Since the bolt has some

placement information built into it, all you have to do is tell the bolt which

surface it is touching and which surface it is inserted into.

17. Select the two surfaces shown. This will place the bolt. Click (or MMB) to

finish

(or

u placed it into some geometry of a hole

can use a reference pattern to place the

fast!

tree or the graphics window, RMB

wants to use a reference pattern. Click

18. You’ve placed one bolt. However, yothat is patterned on the sprocket. You

rest of the bolts! Really cool and very

19. Select the bolt either from the model

Pattern. Notice in the dashboard it

MMB) to accept.



concludes the wheel assembly exercise. 20.

Save this file – File, Save or . That

Great job!

Congratulations! You have completed the wheel tutorial for Pro/Assembly. Keep going.



Explode State

1. Pick View Manager and ENTER. Click on

Properties in the click Edit Position.

2. A new dialog appears the assembly. For a

motion reference, surface shown. You

could use any flat e such as this.

, Explode tab, New. Name it Wheel

lower left part of the dialog box. Then

for editing the position of the parts in

change it to Plane Normal. Select the

surface you desire when making a referenc



drag components around. are and move the other part

desired parts. LMB to pick you currently are.

To make it easiest, keep thes. Rotate your model so you

components, move mouse, and

3. Next you will bolt pattern where they can see and pick the LMB to drop them where

4. OK, OK to finish the explode state. Click List to return to the list view in the dialog box. RMB Save on the wheel explode state, OK.

5. You can toggle the explode state status by RMB Explode.



lick Close to exit the dialog box.6. After Click ,

the assembly is Unexploded, c

View, Orientation, Refit.

This completes the explode state exercise. There are many more things you can do with explode, going to the next task! but this was an introduction. Keep on

Frame Subassembly

1. File, Open , is the final sub‐

assembly that we e.

double click on short_dual_rail1.asm. This

will build in this exercise. Window, Clos



File, New , change Type to Assembly(*.asm), and enter short‐dual‐rail‐how

for the name, then OK.

2.



3. Pick Assemble , Open. After the part

appears, RMB and MMB) to finish. This

places the first

4. Rotate the model DOWN as shown below.

select short_c_channel_wide_frame.prt,

select Default Constraint. Click (or

component in this new assembly.

so that you have the indicator hole



5. Pick Assemble , select corner_extrusion.prt, Open. Notice carefully how this part is assembled below in the image. The extra hole in the extrusion is along the edge of the c‐channel.

6. First insert the two surfaces as shown picking the two surfaces. Repeat this

for the other holes. This step will create two constraints to line up the holes.

7. Lastly, select the two surfaces to mate the two surfaces together.

by



8. This is how it should

9.

look.

Pick Assemble , select

gap. It should be put in as shown.

Repeat this extrusion on the other side.corner_extrusion.prt, Open. Use the sainserts and a fit the extrusion into the

me process as the first one with two



10. You should now have your assembly looking as shown below.



11. Make sure you this step. The indicator hole is showing from the top!

12. Pick Assemble , lt in this case requires a

mate and an insert, the cylindrical surface second. Click (or

are aware of what is top and bottom before on the bottom. The bolt head should be

select bolt_4.prt, Open. Since a bo just pick the flat surface first, then MMB) to finish.



13. Select the bolt_4, Edit, Repeat. You are going to repeat this bolt three additional times into the other holes requiring one to make it four bolts total. Click Insert, Add.

14. Select have all the bolts

the three additional 3 cylinrequired at this time.

drical hole areas, Confirm. You



Since a nut in this case requirel surface first, then the flat

15. Pick s an insert surface second.

Assemble , select nut_4.prt, Open.and a mate, just pick the cylindrica Click (or MMB) to finish.



16. Select the nut_4, Edit, Repeat. You are going to repeat this nut three additiontimes onto the bolts to make it four nuts total. Click Insert, Add. Pick surfacesbolts, Confirm

al of

17. Each side of the assembly should look like this:



You should be getting by now. There will be less the hang of this assembly stuff pictures from this po doing now. int, since you know what you are

18. Pick Assemble , select 375X7_hex_bolt.prt, Open. You now need the 3/8”x7” long axle screws. Use an insert and mate to get the following placement. Pick

again and place one more on the other side. Assemble , select 375X7_hex_bolt.prt, Open



19. Assemble , select spacer_a.prt, Open. Place in the location shown. Use insert

20. Assemble , select spacer_b.prt, Open. Place in the location shown. Use insert and mate commands. Click (or MMB) to finish.

and mate commands. Click (or MMB) to finish.



21. Assemble , select wheel_slick.asm, Open. This will also be a simple insert and

mate command. Select the surfaces shown. Click (or MMB) to finish.

22. Assemble , same procedure as select wheel_slick.asm, Open. Repeat with

previous step. Click (or MMB) to finish. You should now see this on your

screen. Save this file – File, Save or .



You have now completed this section of the tutorial. There are two optional challenges ahead of you if you have time to complete them. You can skip these two challenges and go to the Task 4 later in this tutorial.

Assembly Challenge – Complete the Frame Subassembly

Thanks for taking on this additional challenge. You have acquired all the necessary skills in Assembly to be able to complete this subassembly. Use the

same methods as before. Follow the steps below to complete the subassembly!

1. Add the parts in the order below.

2. spacer_a.prt, spacer_b.prt. Each axle gets one of each!



3.

4. nut_4.prt for axles. Two of these.

short_c_channel_wide_frame.prt. Remember to keep the indicator hole

DOWN.



5. corner_extrusion.prt (2) and additional hardware, bolt_4.prt (4) and nut

(4).

_4.prt

6. mount_angle.prt. couple tries. Additional

hardware, washer.prt (2), shcs.prt (2), nut_4.prt (2).

Put it in the center, this may take a



Great job! The Frame Subassembly should now look like this! This is the end of Optiona

l Challenge Number 1.



Assembly Challenge Frame Top Level Assembly

This challenge will complete the top level assembly AndyMark’s C‐Base Kit Chassis for the 2009 FRC. This ‘short and wide’ version has 24 inch c‐channelsand a four wheel drive system. Follow the the order of parts below to complete top level assembly.

1. Here are some completed pictures of

location of the offset wheels and the

2. File, New ,

final_HO

3. c_channel.prt. short c_channels!

the final assembly. Note two things: the

corners.

change Type to Assembly(*.asm), and enter

W_Frame.asm for the name, then OK.

Keep indicator hole DOWN just like on the



4. short_dual_rail1.asm. This is the same one that you worked on in the tutorial and optional challenge 1. In case you didn’t finish it, this is the completed

ice the corner!

subassembly. Notice the corner and the corner brackets.

direction of axle bolt! Use the holes from

5. short_dual_rail2.asm. Put on the other side. Not



6.

repeat! Each corner should now be complete.

c_channel.prt. As shown.

7. All required hardware! 16 of each – bolt_4.prt and nut_4.prt. Use



8. mount_brace_1.prt (2). Location should be close to as shown below. Complete this on bot

9. All required hardware for the mount_brace_1.prt. Add washer.prt (4), shcs.prt (4) and nut_4.prt (4).

h sides!



You are now complete with the Optional Challenge Number 2 – Frame Top Level Assembly!

Assembly Tools

into 4 sections. Cross Sections, Mass Properties, Interference Checking and Replace. This task is divided



Cross Sections

1. File, Open , Open.

2. uble‐click X‐section, review the section view. RMB Visibility.

Double‐click No Cross Section. RMB Visibility (toggle it off), Close the View

Manager

3. Window, Close

double click on Wheel_Bearings.asm, or

Pick View, View Manager , Pick Orient tab, double‐click Xsection view. Pick

Xsec tab, do



Mass Properties

The mass properties of any assembly in Pro/ENGINEER is very accurate. You need to enter the correct the component is made density for the material that

of, then you’ll get extremel much your robot will

y accurate reports of how weigh.

1. File, Open , double click or Open.

2. Edit, Setup, Mass Props. inum is .099 lbm/in^3.

Click on Generate Report. pounds.

3.

4.

5.

will generate a report for the entire ass

report in a new window. This assembly weighs 15.5 pounds. Close, .

on corner_extrusion.prt,

The density for 6061 T6 Alum

The piece weighs about .24

Window, Close

ide_Complete.asm, or Open.

on the icon in the lower left . This

Close, Ok, Done. (close all dialog boxes).

File, Open , double click on C‐Base_W

Analysis, Model, Mass Properties. Click

embly. Click on . This gives a full



Interference Checking

Now let’s move on to Interference checking. Pro/ENGINEER can make a complete check on your assembly to make sure everything will fit. It also finds if you may have made a mistake in assembling.

ill be opened,

but if not, open it again.

wer left .

. The bolt and the washer are interfering. Can you fix it?

1. Keep working with the C‐Base_Wide_Complete.asm. It should st

2. Analysis, Model, Global Interference. Click on the icon in the lo

3

4. Close the dialog box, . In the model tree, locate the short_dual_rail2.asm,

select it, RMB Open.



5.

nt tab in the dashboard. Change the reference for the

mate definition. Currently it is mated with the top of the Mount_angle.prt. It

needs to be changed to be mated with the top of the washer. Click on the

yellow area where it says Mount_angle surface reference, and then select the

top of the washer. Click (or MMB) to finish.

Select the bolt, RMB Edit Definition .

6. Click on the Placeme



7. Window, Close8. Repeat the plete.asm and you

should now get ing parts’ in the message window.

Interference check on the C_Base_Wide_Coma message saying, ‘There are no interfer

You have now completed the Interference Checking section.

Replace Components

1. Keep working should still be opened,

but if not, open

with the C‐Base_Wide_Complete.asm. It

it again.

2. Pick View Manager , Orient tab, double‐click Exchange, note that the two

mount braces are with different shapes, Close.



We are going to replace the brace (with a rectangle cut) with the one which is with a round cut

3. Select the brace with rectangle cut in the graphics window (or select

2.PRT in the Model Tree), RMB Replace. Check Unrelated

Pairing Table, review four

rules. Highlight pairings and review pairings in graphics window, OK, OK, review

the updates, note that now the two braces are the same

MOUNT_BRACE_

Component, pick , select mount_brace_1.prt and Open

4. Pick Edit Ref Table, pick in Reference



As the incoming component methodology with the has the same modeling outgoing component, so creates reference rules, Pro/ENGINEER automatically

which is just what we want here



Congratulations! You have completed the tutorial for Pro/Assembly



A msse bly Drawing

PTCU Training – Detailing

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating detail drawings in Pro/ENGINEER.

Title Description

Detailing The Detailing course teaches users how to create a drawing, add views, sections, dimensions and text. This course also shows users how to utilize a format. (COA‐CEK2652)

This tutorial will cover some fundamental capabilities in Pro/ENGINEER for creating a drawing with an assembly model (.ASM) including how to create a new drawing with a format and BOM report, add an exploded view and add BOM balloons to the drawing.

Create an Assembly Drawing with BOM Report

1. File, New , Drawing, enter new Name: “c_base_wide”, enter Common

Name: “C BASE WIDE”, uncheck Use default template, OK from the New

dialog box.



ro

o r

Dra

2. B

d

wse, c_base_wide_drawing.asm, Open, choose d_assy.frm from the Format

p down menu, OK. Press Enter or to accept sheet 1, enter “your name” fo

wn By and press Enter or .

r



3. Use the MMB to zoom in or to review the title block and BOM (Bill of

Materials) report table. Use to back to the full drawing. zoom



4. RMB Insert General No Combined State,

pick at the center of view

5. Pick View States Cate in view, Apply to view

the change, Close

View… (on the sheet), OK to Select

the empty area to place the drawing

gory, check Explode components



6. Change active disp

7. Unlock the view by the view, use the

LMB to “drag” adjust

8. Table menu, BOM BOM Report (repeat

region), OK

9. Select Create Balloon

10. Select the Create

corresponding

lay to No Hidden , Repaint

picking RMB Lock View Movement on

the position of the view

Balloons…, Set Region, Simple, pick the

on the Menu Manager, Show All, Done

drawing view, RMB Cleanup BOM Balloons, check

snap lines, Preview, OK



11. Use the LMB to move one or more of the balloons so the leader lines do not

cross each other. Move the WHEEL BEARING balloon (4) to the bottom of the

view between (2) and (21).

Notice how the balloons “snap” onto the snap lines. You can place them

freely on the drawing sheet or align them using snap lines.

12. Change the attachment point for the WHEEL BEARING balloon, (4) by clicking on

the leader line,

use the MMB wheel silhouette line on the

bottom of the bear

13. Select any balloon in hted counterpart

in the BOM table and

the balloon to highlight it in red, then RMB Edit Attachment on

to zoom in and select the horizontal

ing, OK

the drawing view, and review the highlig

vice‐versa



Assembly Drawing Challenge

1. Add a second sheet to the drawing using the Insert, Sheet command, Insert a new General View and create a 3‐view layout as shown below using all three

2. Insert a new Detail

types of View Displays; No Hidden, Hidden Line and Shading

view of a small section of a drawing view



3. Change the BOM Balloons to include a Quantity and Call Number



Mechanism Design

PTCU Training –

FIRST teams are eligible to using our Precision Learning Mana

Mechanism Design

participate in PTC’s online training coursesgement System at http://first.ptculms.com. There is a PTCU

course specifically targeted and mechanism simulation in Pro/ENGINEER.

Title

at the details of creating mechanisms

Description

Introduction to Mechanisms

The covers the course will look at

servo motors, and analyzing the motion, but will not discuss the forces that might act on the system. The Mechanism Dynamics Option is required to handle force interactions. (COA‐CEK2660)

Introduction to Mechanisms course fundamentals of mechanism kinematics. Thisdefining mechanisms, making them move using

Mechanism Simulation

This course is designed for experienced users who want to add motion to their products and analyze dynamic reactions of moving components. In this course, you will focus on learning advanced modeling and analysis skills in this comprehensive, hands‐on course. Topics include developing the 3‐D model, analyzing the mechanism model, and evaluating results. These topics will enable you to measure dynamic reactions of components, measure the force required to keep a mechanism balanced, and determine the resting state of a mechanism. After completing this course, you will be prepared to work on mechanism designs using Pro/ENGINEER Wildfire Mechanism Dynamics Option. At the end of each module, you will complete a skills assessment. The questions are used to help reinforce your understanding of the module topics and form the basis for review of any topics, if necessary. (SAB‐CEK2798)



to tell you that developing a mechanism in the robot is a key differentiator between the competition. You should be familiar with how to create mechanisms before you the game announcement. Pro/ENGINEER has

at can make any type of motion possible and save you lots of time.

Nobody needs

some incredible mechanism tools th

Pin Joints

In the following exercise, you will be developing a 3D mechanism. You will use joints to create ism and then create a motor to drive the robot your mechanthrough its desired motion.

1. File, Open ,

2. File, Open ,

wheel assembly together.

Sketcher Layout folder, mechanism.asm, Open

wheel_nomotor.asm, Open. You are going to put the rest of the



3.

4. Select the surfaces for the pin joint. This is similar to using

Assemble , non_motor_shafts.prt. Rotate the model so that it is close to

where it will be located as shown below. Change User Defined to Pin.

required as shown for the two surfaces an insert command.



the mating surface for the pin joint. This You can use CTRL‐ALT RMB to translate CTRL‐ALT MMB to rotate the component

pin joint, .

5. Next select the two surfaces for bring the two surfaces together.component being assembled or

assembled. This will complete the

will the being



6. Click on Drag MMB to cancel after

moving it around to the shaft. The wheel will then move

7. Assemble , on, . Move the

wheel assembly translate and CTRL‐ALT MMB to rotate.

Components, , to spin the model around.

a while. Now we’ll assemble the wheelwith the shaft. Close.

wheelwithhub.asm. Toggle datum planes

into position with CTRL‐ALT RMB to



8. Assemble the datum planes Front and Right_1. Toggle planes off after

this constraint if

9. Next you are part of the hex shape of the shaft and precisely which

surfaces are

wheelwithhub.asm by first aligning the twoSelect both planes for the first constraint.

finished, .

going to align two of the surfaces that are inside the wheel assembly. It doesn’t matter

selected, just choose two that match, .



10. Now the wheel will move with the shaft. Test it out with drag components. .

Close when finished. 11. Window, Close. The assembly now has a wheel in it, so all the higher level

assemblies now have wheels and the 6 required wheels are now in the assembly.



Slider Joint

1. Assemble , axes, and . Change

User Defined to saw blade. It slides in one direction and

hopper.asm. Toggle on datum planes and

Slider. A slider joint is like a reciprocating does not rotate.

A trick tha component close to t you should always use is to put the newwhere it wi will snap the ll soon be located. The mechanism jointcomponent that it can solve. Help into place in the nearest configuration

Pro/ENGINEER to where the joint will out by placing the component closeoccur by using CNTL‐ALT‐MMB and CNTL‐ALT‐RMB.

planes (one from each component) called Center1. Below is how your k. You may have to flip the

2. Select the two axes called Center for both components. Then select two

mechanism should loo



we would like to add a regeneration value to this mechanism joint. Selectthe dashboard, Placement and Translation Axis (this is optional for a slider.

3.

joint)4. Select the plane named Bottom on the hopper assembly and the surface from

the frame as shown.

Nextfrom



current position to 0, ENTER. Set Zero Position

box for Enable regeneration value. .

5. Change the (Important!) and

then CHECK the



6. Click on Drag Expand the

Snapshots menu. it lower, ENTER. Now drag the hopper Click on to make a snapshot and re

7. The mechanism is now left in the upper position. Click Regenerate, and the mechanism will

Components, , to define some snapshots.

Click on to make a snapshot and rename up and then LMB to leave it in position. name it upper, ENTER. Close

go to its ‘regeneration value’ of zero.



Mechanism Design

1. Applications, Mechanism. You will now create a motor to drive your

mechanism. Click . Select the Slider Translation Arrow. Then go to the Profile

tab.

e to Ramp and enter 32 for the B value. ion q=A+Bt. If we run this motor for 1

2. Once you are on the Profile tab, change the magnitudThe equation motor is driven by the equatsecond, it will raise 32 inches. OK



Analysis from the model tree). Change Length and Frame Count. Change the end

3. (or RMB New on the method (Length and Rate) to time to 1 and 51 frames.

4. Run, OK. The mechanism should go from its original position to 32 inches high.



5. Playback the motion, slider to make it go faster.

Close, Close.

MOTORS, Expand Definition

7. Change to Profile A=‐16, B=1, C=16, and T=1. This will result and return back to the

original position.

, and . Adjust the speed

6. Next we’ll modify the motor to a different type. In the model tree, Expand SERVO and RMB ServoMotor1, Edit

tab. Change Ramp to Cosine. Enter in the hopper going up 32 inches

, to see motion in a graph, , OK.



8. Expand ANALYSIS

ll windows.

in the model tree, RMB Run, YES.

9. This concludes the mechanism exercise. Applications, Standard, Yes. Close a



the to go up yback the an

At this point you can do many thindefinition for the mechanism to and down twice. You can also try animation by clicking capture, in animation.

gs with the analysis. You can changerun for 2 seconds. This will cause itand create a movie when you plathe dialog box when you playback



ProjectLink Document Management

PTCU Tr

training courses using our

aining – Windchill ProjectLink

FIRST teams are eligible to participate in PTC’s onlinePrecision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of Windchill ProjectLink.

Title Description

Windchill

ProjectLink 9.0 ‐ Application Orientation

In this course, you will learn the capabilities, features, and terminology of Windchill ProjectLink. You will also learn about the ProjectLink user interface and how to search for information. Finally, you will learn about accessing Help and setting your preferences. (SAB‐CEK2499)

Windchill ProjectLink 9.0 ‐ Information Management

In this course, you will learn how to manage documents and links in ProjectLink. While project managers need to know these skills, it is also critical for project participants to know these skills. Hence, you will learn how to create documents in the ProjectLink folder structure. You will also learn document management techniques, such as check out and check in.(SAB‐CEK2501)

Windchill ProjectLink can manage almost any kind of document used in a design. You can add web links, Microsoft Office files, Archive files, AVI files, etc. It also records the iteration history of the files and archives the team’s collaboration. As a user, you can use Windchill ProjectLink to collaborate with the other team members and get update information, related to the Project, quickly and conveniently.



Folders or Documents Management

Before you access to the project, make sure you are in the project team. Otherwise, you can register your account at https://www.ptc.com/appserver/common/account/student.jsp. You must submit the application to the project administrator or project manager before you can join.

You can join the team by clicking the Join Project link from the invitation email which will be se inistrator. nt by the adm

1. Open browser to: https://firstptccom/Windchill/, enter your UserName and cess to your own project ment folder, pick New Link , enter Link Name: FIRST L:

Passw2. Acces

ord to acs to Docu

Homepage, UR http://www.usfirst.org/ , OK

as just added to the folder, go to the FIRST homepage 3. Click the link w

You can add mo e as re links to your project folder, which you can conveniently us resource pages.

4. Back to Project ss to Document folder, pick New Folder from the above icons, enter folder Name: Presentation, Finish, OK

p p

page, acce

5. Ot

en the folder that was just created, choose Add a new document from the of the Folder Contents table

o

This ting New Document from the Actions pull can also be accomplished by selec down next to the folder.

6. Choose Document from the Type pull‐down menu, Next




7. Click Browse button next to the Local Fand select the document FIRST_Roboti

ile Path field, browse to the PJL folder cs_Drive_Systems.ppt, Open

Click in the Document Name field; notice that the document name has alr

eady been entered automatically for you.

8. Enter “FIRST Robotics Drive Systems Presentation” in description field, Finish,wait ‐ until th

e upload action is finished, OK to the success message, then you

will see the FIRST_Robotics_Drive_Systems.ppt is listed in the Presentation folder

Note the location. This can be changed by selecting next to the Select Folder field. You can also add Pictures, Archive files, AVIs, or other kinds of MS files as Documents to the related folder, the method is the same as described above.

9. Click View information to see the details for the presentation

This can also be from Actions pull‐accessed by choosing View Information down menu.

the Primary Content to view this file in Microsoft PowerPoint as shown, click Open, open the file using MS PowerPoint, then Close Choose file icon next to10.

the presentation



Collaboration with the Project Team

11. Select the pull‐down before the document number line, Choose

12. events list, and then click Next and Next,

Subscribe Check Check Out/Check In from the enter the email message you will receive if the document gets checked in (typein any message you wish) , and then click Finish

By subscribing to this document, you will automatically be emailed any time it is modified.

13.

l text for the message:” box, OK to

Select E‐mail Page link at the upper right corner to send a link to this page to other team members

14. Select Mentors and Members, include a brief note in the “Additiona send the email

https://first.ptc.com/Windchill/servlet/AttachmentsDownloadDirectionServlet/primary?oid=OR:wt.doc.WTDocument:4398824�



You may select to email by individual team members, by project groups or project roles.

15. Select the pull‐down before the document number line, choose

17. Pick your own as the

Route 16. Check the Review Routing, Next

Reviewer, Finish

An email will be sent Assignments tab will show to the Reviewer. In addition the the tasks assigned out to the team.

18. ur personal mailbox, check the Inbox, you will see there is an Review

Log on yoDocument Task the project

19. Open the email, assess to the task via the links in the email: Review Document

Task or FIRST_Robotics_Drive_Systems 20. Open the Document link behind the Subject, download the presentation to the

local machine, review it and then enter a

comment as shown in the Comments box, pick Complete Task

It is the same way for members. the review task from other team

You can access the ssignments that assigned to Review Document Task via the A you.



21. Access to FIRST_Robotics_Drive_Systems.ppt detail page, select Discussions

right of the General topic click the New Posting to post a message, r example, Subject: Take Advices for the

Presentation, Message: for this presentation), check the Subscribe notified of any replies that are made to your posting,

from Collaboration pull‐down

22. To the enter a subject and a message (Fo

Please give your kind advise to posting if you want to be Finish

You also have the ability to add attachments and links.

The discussions can be created for folders, documents, or other Windchil objects, you can also submit a post t o the project discussion forum and launch a project wide discussion.

Document Change Management

1. Select the pull‐down before the document number line, choose CheckOut or Check Out and Download and open the document, add date on the cover page and save it to the same place as before

Refresh the page and notice the checkmark behind the document number. This shows the document is checked out to you. This means the document is locked and only you can make changes. This also creates a Working copy of the document in the iteration History.

2. Select the pull‐down, choose Check In , browse for the file to upload the changed file from same place as before, add Comments: “Add date to presentation”, OK, notice there are two iterations of the document in the list



3. Select the Content, browse for the file of Electrical Assemb necessary, OK, wait until the

pull‐down again, choose Replace ly.ppt, Open, and comments if

action is finished, you will see there are three iterations in the list

You can replace the document with another one as a new iteration; you can also use the Replace Cont updated documents and ent command to upload the create iteration instead ons. the Check In/Check Out acti

4. the Routing/Process

Choose Routing/Process from the pull‐down, viewstatus and information

5. Choose Subscriptions from the pull‐down, view the your Subscriptions information about the document



ProjectLink CAD Data Management

PTCU

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management

Training – Windchill ProjectLink

System at http://first.ptculms.com. There is a PTCU course specifically targeted at

Title Description

the details of Windchill ProjectLink.

Windchill In this course, you will learn the capabilities, features, and terminology of Windchill ProjectLink. You Pro cje tLink 9.0 ‐

Application Orientation information. Finally, you will learn about accessing Help and

setting y

will also learn about the ProjectLink user interface and how to search for

our preferences. (SAB‐CEK2499)

Windchill ProjectLink 9.0 ‐ Engineering Data Management

In this manage CAD information, including will learn how to create workspaces and workgroup ProjectLink with your CAD applicatio d, download, and modify CAD information in ProjectLink.(SAB‐CEK2502)

course, you will learn how to CAD documents and parts. You

parts, part structures, and use managers to integrate n. You will learn how to uploa

CAD Data Managem capabilities of Windchill ProjectLink; it is an the robot design models. Windchill integrates t link to work‐in‐progress design data. Through the integration of Pro/ENGINEER and Windchill, parts can be created and maintained along with their relationships

The full design histories are maintained and stored within Windchill, so there is no need to worry about saving over a previous design

ent is one of the most powerful effective solution for managing with CAD tools providing a direc

within either Pro Engineer or Windchill.



Register Windchill Server in Pro/ENGINEER

Before you access to the project, make sure you are in the project team. Otherwise, you can register your account at https://www.ptc.com/appserver/common/account/student.jsp. You will then need to submit the application to project administrator or project manager to join your project.

You can join the team by clicking the Join Project link from the invitation email from the projec box. t in your mail

1. Launch Pro/ENGINEER

You can set the Pro/ENGINEER Start in path to the models folder which is a Windchill direct ace of Pro Engineer ory. This is a quick way to setup the interf

and Windchill: RMB on the Pro/ENGINEER shortcut on the desktop, Properties, enter the folder path in the Start in table, Close the Dialog

2. Tools, Serv3. Server,

er MRegiste FRC,

Location: https

anager… r New Server… from the Server Manager Dialog, enter Name:://first.ptc.com/Windchill/, Check…, enter the Windchill Server r Name and Password using your Use

4. Highlight the space is checked out (It is the common Workspace of your project), OK to close the Dialog




A workspace is a local project area; it provides a convenient environment for organizing and working on objects. You use the Pro/WORKSPACE application to view and modify objects in your workspaces. A Workspace browser enables you to see the contents of one workspace and to view different

attributes and information about the objects contained in the workspace. The look and feel of a Workspace browser is very similar to that of a Common Space browser.

You must select an active Workspace during the registration; the Workspace is owned by, or assigned to, a Context; A system will create a default common Workspace, but others can be created.

5. RMB on the FRC in the Servers list, choose Set as Primary Server



6. Pick Workspace, New… from the menu of Server Manager, enter the New

Workspace Name as your name (Simon for example), choose the Context as your project, OK



7. Highlight the just Manager, you will see the Windchill Cabinets Folder Tree list

created Workspace, Close the Server and Workspace are in the

You can also create on the Common new Workspace as following: RMBWorkspace which can access to the Create checked out, pick New…, then you New Workspace dialog.

8. Click the Windchill will access to the Project Page through the

9. Click the arrow on the sash between the graphics window and the folder browser pane to hide the embedded browser

Cabinets from the folder list, you embedded browser



The Project Page Pro/ENGINEER embedded browser allows you to access the directly, so the user to there is no need to launch the IE browser, which allows locate proj n ect information conveniently whe using Pro/ENGINEER.

Check CAD Data

1. Click , bro earings.asm

2. File, Check main the assembly to the defa Models and Viewables,

into Windchill

wse to the Assembly folder, and

In, Custom Check In from the ult Workspace, choose the Custom OK

Open the wheel_b

menu, OK to save Check In type as

3. Select all rows in Check In page, pick Choose location folder



Double click Designs folder , double click CAD Data folder, pick New Folder , enter folder Name as your name (Simon for example), OK

4.

5. OK to confirm the folder comments, Finish in the

Check In page, wait until the parts are all checked into the Project Folder

1. In the Object List of Workspace page, pick Check Out on the SHCS.PRT line or

from the above toolbar

location, add the necessary assembly and the

CAD Data Management



You can also check Out action. the SHCS.PRT line, and pick Check

Refresh the page and SHCS.PRT line. This shows it notice the checkmark on the

is checked out by yo changed accordingly. u, the icons in the Actions list

2. Pick Open In Pro/ENGINEER 3. Select File, Update, Current to active the part, change the Screw length to 0.75,

Regenerate the

4. Select File, Check In updated part back into Windchill, then Clos

model

, Auto Check In, OK, check the e the SHCS.PRT window

5. Notice the part revision has been updated (From A1 to A2) in the Workspace

The part in the project folder will be updated synchronously and the revision will also been updated.



Viewing 3D CAD in ProductView

ProductView is PTC’s companies efficiently visual collaboration software, helpscollaborate on a multitude across mechanical and of product information types,electrical disciplines. With its amazingly compact, yet accurate 3D viewable format, ProductView allows complex product information to be accessed with lightning fast speed. And, with its ultra‐scalability, ProductView supports a range of customer needs spanning simple desktop viewing of single CAD models, to the interactive evaluation of massive digital mockups.

Tr6. Pick from Folder ee list, access to Designs ‐> CAD Data ‐> YouName folder, choose Open in ProductView from the Actions drop‐down on the line of

, ASMWHEEL_BEARING , open the model in ProductView 7. RMB to rotate the model, Shift‐RMB to zoom in and out, Ctrl +RMB to pan the

model and review In

9. Pick Translation Mode from the toolbar, select the component (Ctrl‐LMB

the ProductView

R

8. eview the ribbon UI(User Interface)

to select multi‐components) and drag them along one axis as shown



11. Pick Restore Location ‐> , the components go back to their original locations

12. Pick Rotation Mode , select the wheel tread, LMB press the control circles as shown and rotate the part

10. Adjust all the components’ position as shown

Restore all to Original



When you press the larger white circle, the component will be rotated round the optic center; if you press the smaller white circle, the component can be rotate

d discretionarily round its center; then if you press the colored circles, the component will be rotated round their normal axis.

13. Rescore components’

14. Click , Express, do not save the

Annotation Set

location again as step 25

to exit the ProductView



Appendix

PTCU Skill Assessments

Think you’ve mastered all th Workshop? Have you completed all the PTCU courses? There skills assessments available online in PTCU if you are

•

e content in this Hands on are a number of Pro/ENGINEER

ready to evaluate yourself:

http://first.ptculms.com/cadtrain/coachlms/client/viewcurriculum o Advanced Modeling

Assemblieso o Detailing o Intro to Mechanisms o Modeling o Sheet Metal Design

Card

The following pages contain the Pro/ENGINEER Wildfire 4.0 Quick Reference Card

Pro/ENGINEER Wildfire 4.0 Quick Reference

Navigation Tabs Browser Controls

Prompt Area

Q U I C K R E F E R E N C E C A R D

Graphics WindowNavigator Window Browser Window

Common Dashboard Controls

Solid Surface Standard Straight Set Mode TransitionMode

Blind ToSelected

ThroughAll

FlipDirection

RemoveMaterial

ThickenSketch

HoleFeature DepthRound Material

Placement TabInterface/Manual Placement

Dashboard Example: Component Placement

Select Items

Line Types

Rectangle

Circle Types

Arc Types

Fillet Types

Spline

Point /Csys

Entity from Edge Types

Dimension

Modify Values

Constraints

Text

Sketcher Palette

Trim Types

Mirror/Move-Rotate /Copy

Complete Sketch

Cancel Sketch

Main Toolbar

Drawing ToolbarNavigator Tabs

UndoRedo

CutCopyPastePaste Special

Regenerate ModelRegenerative ManagerSearch ToolSelection Types

RepaintSpin CenterOrient Mode

Set Drawing ModelUpdate ViewsDrawing ViewLock View Movement

Model TreeFolder Browser

FavoritesConnections

BackForward

StopRefresh

HomePrintSave

Snap LinesShow and EraseStandard Dimension

Align DimensionsCleanup DimensionsNote

HyperlinkRepeat FormattingGeometric Tolerance

Standard SymbolCustom SymbolMove Special

TableUpdate TableCleanup BalloonsChange Sheet

Drag ComponentZoom InZoom OutRefit

Reorient ViewSaved ViewsLayersView Manager

WireframeHidden lineNo HiddenShading

PlaneAxisPointCoordinate SystemAnnotations

Edit View Model Display Datum Display

P r o / E N G I N E E R I C O N G U I D E

Datum

Assembly

Pick/Place

Base

Editing

Sketch

Plane

Axis

Curve

Point Types

Coordinate System

Analysis

Hole

Draft

Round

Chamfer

Extrude

Revolve

Variable Section Sweep

Boundary Blend

Style

Mirror

Merge

Trim

Pattern

Annotation

AE Propagation

Add Component

Create Component

Browser Controls

Feature Creation Toolbar

Regenerate CTRL + G CTRL + N

Open File CTRL + OSave File CTRL + SFind CTRL + FDelete DEL

Copy CTRL + CPaste CTRL + VUndo CTRL + ZRedo CTRL + YRepaint CTRL + RStandard View CTRL + D

Sheetmetal Toolbar

Keyboard Shortcuts

Extrude

Conversion

Flat Wall

Flange Wall

Unattached Wall Types

Extended Wall

Bend Types

Unbend /Bend Back

Relief/Punch/Notch/Rip/Merge

Form/Flatten Form/Deform Area

Flat Pattern

Sketcher Toolbar

New File

M A K I N G S E L E C T I O N S

Preselection Highlight Item will be added to or removed from the set of selected items

Selected GeometryItems currently selected

Preview Geometry Results of the current operation when complete

Cyan

Red

Yellow

System Color Assignments

Making Selections

Mouse Controls

Highlight Geometry

Query to Next Item

Select Highlighted Geometry

Add or Remove Items from Selection

Construct Chains or Surface Sets

Clear Selection

Over Geometry

Until Highlighted

On Background

CTRL +

SHIFT +

USING FILTERS

Active Filter

T I P :Double-click to view items in Selection list

FiltersLimit the scope of Selection

Smart Filter(2-level filter)E X A M P L E : Select a Feature first, then select Geometry (Surface/Edge/Vertex ) from the Feature

A D VA N C E D S E L E C T I O N : Cha in and Sur face Se t Cons t ruc t ion

ChainA collection of adjacent edges and curves that share common endpoints. Chains can be open-ended or closed-loop, but they are always defined by two ends.

Surface SetA collection of surface patches from solids or quilts. The patches do not need to be adjacent.

IndividualConstructed by selecting individual entities (edges, curves, or surface patches) one at a time. This is also called the One-by-One method.

Rule-BasedConstructed by first selecting an anchor entity (edge, curve, or surface patch), and then automatically selecting its neighbors (a range of additional edges, curves, or surface patches) based on a rule. This is also called the Anchor/Neighbor method.

From-ToTo select a range of edges from a surface patch or a quilt:

TangentTo select all the edges that are tangent to an anchor edge:

1 Select an edge

2 Hold down SHIFT

3 Highlight Tangent chain (Query may be required)

4 Select tangent chain

5 Release SHIFT

BoundaryTo select the outermost boundary edges of a quilt:

1 Select a one-sided edge of a quilt

2 Hold down SHIFT

3 Highlight Boundary chain (Query may be required)

4 Select boundary chain

5 Release SHIFT

Surface LoopTo select a loop of edges on a surface patch:

1 Select an edge

2 Hold down SHIFT

3 Highlight Surface chain (Query may be required)

4 Select surface loop

5 Release SHIFT

Individual Chains

Rule-Based Chains

Multiple Chains

CONSTRUCTING CHAINS

General Definitions

Methods of Construction

DEFINITIONS

One-by-OneTo select adjacent edges one at a time along a continuous path:

1 Select the From edge 2 Hold down SHIFT 4 Select From-To chain 5 Release SHIFT3 Query to highlight the desired From-To chain

1 Construct initial chain 2 Hold down CTRL 3 Select an edge for new chain

4 Release CTRL 5 Hold down SHIFT 6 Complete new chain from selected edge

1 Select an edge 2 Hold down SHIFT 4 Release SHIFT3 Select adjacent edges

Seed and Boundary SurfacesTo select all surface patches, from a Seed surface patch up to a set of Boundary surface patches:

To exclude surface patches during or after construction of a surface set:

To explicitly construct and edit Chains and Surface Sets, click Details next to a collector:

Solid SurfacesTo select all the surface patches of solid geometry in a model:

1 Select a surface patch on solid geometry

2 Right-click and select Solid Surfaces

Quilt SurfacesTo select all the surface patches of a quilt:

1 Select a surface feature

2 Select the corresponding quilt

Loop SurfacesTo select all the surface patches that are adjacent to the edges of a surface patch:

1 Select a surface patch

2 Hold down SHIFT

3 Place the pointer over an edge of the patch to highlight the Loop Surfaces

4 Select the Loop Surfaces (The initial surface patch is de-selected)

5 Release SHIFT

Individual Surface Sets

Rule-Based Surface Sets

Excluding Surface Patches from Surface Sets

CONSTRUCTING SURFACE SETS

CONSTRUCTING CHAINS AND SURFACE SETS USING DIALOG BOXES

Chain Dialog Box

Dashboard Collector Surface Set Dialog Box

Single SurfacesTo select multiple surface patches from solids or quilts one at a time:

1 Select the Seed surface patch 2 Hold down SHIFT 4 Release SHIFT (All surfaces from the Seed up to the Boundaries are selected)

3 Select one or more surface patches to be used as boundaries

1 Select a surface patch 2 Hold down CTRL 4 Release CTRL

3 Select additional patches (Query may be required)

1 Construct a surface set

5 Release CTRL

2 Hold down CTRL 4 Select the patch to de-select it

3 Highlight a patch from the surface set

O R I E N T I N G T H E M O D E L

3D Mode

SHIFT

CTRL

+

CTRL +

+

2D Mode

CTRL +

DYNAMIC VIEWING Using the Spin CenterClick the icon in the Main Toolbar to enable the Spin Center.• Enabled – The model spins about the location of the spin center • Disabled – The model spins about the location of the mouse pointer

Using Orient ModeClick the icon in the Main Toolbar to enable Orient mode.• Provides enhanced Spin/Pan/Zoom Control• Disables selection and highlighting• Right-click to access additional orient options • Use the shortcut: CTRL + SHIFT + Middle-click

Using Component Drag Mode in an AssemblyClick the icon in the Main Toolbar to enable Component Drag mode.• Allows movement of components based on their kinematic constraints or connections• Click a location on a component, move the mouse, click again to stop motion. • Middle-click to disable Component Drag mode

Object Mode Provides enhanced Spin/Pan/Zoom Control:1 Enable Orient mode2 Right-click to enable Orient Object mode 3 Use Dynamic Viewing controls to orient the component4 Right-click and select Exit Orient mode

Copyright ©2007/08 Parametric Technology Corporation (PTC) — All rights reserved under copyright laws of the United States and other countries. Information described herein is based upon a single user experience. It is furnished for informational use only, is subject to change without notice, and should not be construed as a guarantee or commitment by PTC. PTC, the PTC Logo, The Product Development Company, Pro/ENGINEER, Wildfire, and all PTC product names and logos are trademarks or registered trademarks of PTC and/or its subsidiaries in the United States and in other countries. All other product names and marks referenced herein are trademarks or registered trademarks of their respective holders.

DOC-RC60388-EN-360

Hold down the key and button. Drag the mouse.

2D and 3D Modes

SHIFT +

CTRL +

ZOOM

FINE ZOOM

COARSEZOOM

Hold down the key and roll the mouse wheel.

Allows reorientation of components during placementCOMPONENT PLACEMENT CONTROLS

COMPONENTDRAG

SPIN

PAN

SPIN

PAN

ZOOM

TURN

ZOOM

MOVE

CTRL

CTRL

CTRL

ALT+

ALT+

ALT+

+

+

+