34569889 pro engineer first how wf5

PPTTCC ‐‐ FFIIRRSSTT PPrroo//EENNGGIINNEEEERR WWiillddffiirree 55..00

HHaannddss OOnn WWoorrkksshhoopp

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

Introduction to Sketcher ..................................................................................... 7

Sketch a Robot Smiley Face ................................................................................................ 7

Sketcher Challenge Exercises ............................................................................................ 12

2D Concept Sketching ....................................................................................... 13

Simple Sketch with Motion ............................................................................................... 13

Scissor Jack Sketch ............................................................................................................ 16

2D Concept Sketching Challenge Exercise ........................................................................ 28

2D Layout in 3D ................................................................................................................. 29

2D Layout in 3D Challenge Exercise .................................................................................. 34

Part Modeling ................................................................................................... 35

PTCU Training ‐ Modeling ................................................................................................. 35

Create Spline Boss ............................................................................................................. 35

Create Center Flange ........................................................................................................ 42

Create Key Boss ................................................................................................................. 43

Create Mounting Holes ..................................................................................................... 45

Add Draft, Chamfer and Fillet ........................................................................................... 47

Model Information ............................................................................................................ 50

Part Modeling Challenge Exercise .................................................................................... 54

Sheet Metal ....................................................................................................... 55

PTCU Training – Sheet Metal Design ................................................................................ 55

Create Bent Geometry ...................................................................................................... 55

Copy & Paste ..................................................................................................................... 58



Create Flat Geometry ........................................................................................................ 59

Bend Back .......................................................................................................................... 69

Flat Pattern ....................................................................................................................... 70

Data Exchange ................................................................................................... 71

Opening Non‐Pro/ENGINEER 3D Files (STEP) ................................................................... 71

Adding Non‐Pro/ENINGEER 3D Files (STEP) to an Existing Model .................................... 72

Opening Non‐Pro/ENGINEER 2D Files (DXF) ..................................................................... 75

Part Drawing ..................................................................................................... 77

PTCU Training ‐ Detailing .................................................................................................. 77

Create a Part Drawing ....................................................................................................... 77

Add Additional Views ........................................................................................................ 83

Add Dimensions and Notes ............................................................................................... 86

Part Drawing Challenge Exercise ...................................................................................... 93

Assembly ........................................................................................................... 94

PTCU Training ‐ Assemblies ............................................................................................... 94

Wheel Assembly ................................................................................................................ 95

Explode State .................................................................................................................. 104

Frame Subassembly ........................................................................................................ 106

Assembly Challenge – Complete the Frame Subassembly ............................................. 119

Assembly Challenge ‐ Frame Top Level Assembly .......................................................... 123

Assembly Tools ............................................................................................................... 127

Cross Sections ................................................................................................................. 128

Mass Properties .............................................................................................................. 129

Interference Checking ..................................................................................................... 129

Replace Components ...................................................................................................... 132



Assembly Drawing ........................................................................................... 135

PTCU Training – Detailing ............................................................................................... 135

Create an Assembly Drawing with BOM Report ............................................................. 135

Assembly Drawing Challenge Exercise ............................................................................ 142

Mechanism Design .......................................................................................... 144

PTCU Training – Mechanism Design ............................................................................... 144

Pin Joints ......................................................................................................................... 145

Slider Joint ....................................................................................................................... 151

Mechanism Design .......................................................................................................... 155

ProjectLink Document Management .............................................................. 161

PTCU Training – Windchill ProjectLink ............................................................................ 161

Folders or Documents Management .............................................................................. 162

Collaboration with the Project Team .............................................................................. 164

Document Change Management .................................................................................... 167

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

PTCU Training – Windchill ProjectLink ............................................................................ 169

Register Windchill Server in Pro/ENGINEER ................................................................... 170

Check CAD Data into Windchill ....................................................................................... 174

CAD Data Management .................................................................................................. 175

Viewing 3D CAD in ProductView ..................................................................................... 177

Appendix ......................................................................................................... 180

PTCU Skill Assessments ................................................................................................... 180

Pro/ENGINEER Wildfire 5.0 Quick Reference Card ......................................................... 180



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. Check out http://www.pt.com/go/softwareforfirst for all the details.

Available Software

• Pro/ENGINEER ‐ PTC’s 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 FRC and 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

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



http://www.pt.com/go/softwareforfirst

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



• PTC University ‐ http://first.ptculms.com Web‐based training for Windchill ProjectLink, Pro/ENGINEER & Mathcad

http://first.ptculms.com/




Introduction to Sketcher

An important aspect of using Pro/ENGINEER is to be proficient with sketcher. This short exercise will help familiarize you with the basic tools and operations in sketcher.

Sketch a Robot Smiley Face

1. File, New or , Sketch

2. RMB Centerline , click once near the center, then move the mouse to the left

or right to make a horizontal line, and click again to place the centerline. Do the same for the other axis, but move the mouse up or down to make it vertical.



3. To make the first eye, select Circle from the sketcher toolbar, click in the top

right or left section and move the mouse away to make the circle larger, and then click again to set the diameter.



4. To make the next eye, select the first eye by clicking on it with the One‐by‐One

tool then select Mirror and click on the vertical centerline. The eye will

appear mirrored on the other side of the line.

5. The mouth will be a multi‐part process. First, RMB Rectangle , click below the

horizontal centerline to start the rectangle and then move the mouse over to the other side of the vertical centerline, either above or below the first point to give it height, and position it about an equal distance from the vertical centerline on both sides and it will snap to being equidistance from the centerline. Click to confirm the shape.



6. RMB Line , then click on a corner of the rectangle and move away to make a

corner of the smile, then back to the corner vertically opposite the starting point and hover over the point, it should lock. MMB to start a new set of connected lines. Do the same thing on the other side.



7. Select Make two points symmetric… under the Constraints Tools then

click on each of the corners of the smile and then the vertical centerline.

8. Select Delete Segment and click and drag it to trace a line over the two sides

of the rectangle which are now in the smile.

9. Using the One‐by‐One tool, you can now click and drag the corners of the mouth to make the mouth a smile or a frown.

10. Select Dimension and LMB pick one of the lines connected to the corners of

the mouth, then MMB nearby to place the dimension, OK. LMB, Lock on the new dimension. This will keep that dimension the same length.

11. Now try dragging the corners around and see the difference.



Sketcher Challenge Exercises

1. Create the sketch shown below. Experiment with different drawing and constraint techniques.

2. Create the sketch shown below. Experiment with different drawing and constraint techniques.



2D Concept Sketching

An important aspect of using Pro/ENGINEER 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. Use Sketch tool , 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. There are three lines. To place a dimension using dimension tool, 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 if you draw the line to the right length. 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 under the constraints tool, 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 off 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 Concept Sketching Challenge Exercise

1. Create the following sketch and control the angle of the two control arms using geometric constraints and locked dimensions. The completed sketch should pivot back and forth between 13 and 167 degrees without intersecting itself. HINT: control the angle using the dimensioned centerline.



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.



2D Layout in 3D Challenge Exercise

1. Create the following sketches in a new part model to represent the TOP, FRONT and SIDE view of a standard Andy‐Mark chassis. Use the Default datum planes to start the sketches and then create new datum planes to locate the additional sketches. Use approximate dimensions.



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

5. In the Right Side Toolbar, Extrude , select Sketch 1 in the model tree or graphics area

6. 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.

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

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

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

9. 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

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

11. Double‐click the vertical dimension, type 0.40, [ENTER]



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

12. 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.



13. Done Sketch Complete.

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.

14. In the Right Side Toolbar, Extrude , select Sketch 2 in the model tree or graphics area

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

(make sure you are flipping the correct axis) 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 flexibility of the pattern tool.



16. Select Extrude 2 if needed, RMB Pattern, 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

17. 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

18. Toggle Axis Display 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

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

LMB, to finish circle then LMB at the origin again, and create a larger circle. LMB, MMB to finish the circle.

3. Double‐click the diameter dimension of the larger circle, type in 3.00, [ENTER], Double‐click the diameter dimension of the smaller circle, type in 0.42, [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. In the same document, Display Planes to show planes

2. Revolve , RMB Define Internal Sketch, select RIGHT plane, Sketch



3. Sketch menu, References, select Surf:F16(EXTRUDE_3) (the one on the flat side of the feature), select F1(Front), Delete, Close

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

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

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

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

horizontal line to the left, LMB,

7. Sketch a line up, LMB

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

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

10. Dimension as shown below



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

satisfied, Done

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

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

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

5. 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

value, 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. File menu, Properties, on the same line as Material select change. Double click pvc.mtl, then RMB Assign. OK, Close.

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.

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. In the dashboard, select the down arrow for the Appearance Gallery , then

open the Appearance Manager.

8. Select to Create New Appearance, then click the colored rectangle across from Color, and select the drop down for the Color Wheel.

9. Pick a color on the wheel then Close, and Close, and the new color will be selected for the Appearances Manager.

10. Select the color and then select a desired surface and MMB or OK.



Part Modeling Challenge Exercise

1. Create the following model using the information provided below. All draft angles are 2.00 degrees, chamfers are .09x45 degrees and fillets are R .09.



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, 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:F13 (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. 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 members 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 sketcher.



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

4. 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.

5. 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. 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 now 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, Part design, coupler_complete.prt, Open, Empty with format, choose c_part.frm by clicking Browse next to the Format drop down menu and then selecting c_part.frm in the Formats folder that came with the Hands On Workshop files, Open, 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: 1:1 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. RMB Lock View Movement 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. RMB Insert Detailed View, 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. Go to the Annotate tab, then select the annotation “SEE DETAIL A” in the Front view, drag and move it to get closer to the view



4. Go to the Annotate tab, then 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. Under the Annotate tab, pick Show Model Annotations; the dimensions of the part will be showing. Select the Revolve feature in the model tree to exclude all dimensions not in the Revolve. Check all the boxes to so the dimensions are highlighted.

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



3. OK, review the dimensions

4. In the Model Tree, hold Ctrl and select Extrude 1 and Extrude 3 , RMB Show Model Annotations, and select the Φ1.25. OK



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 RMB 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 Model Annotations, and choose the third tab.



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

16. Pick OK, LMB select the hole annotation and move it to adjust its position as shown



Part Drawing Challenge Exercise

1. Dimension the detail view as shown.



Assembly

PTCU Training Assemblies

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 assemblies of solid models in Pro/ENGINEER.

Title Description

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

1. File, Open , Assembly, double click on c_base_wide_complete.asm. This is

the final assembly that will be built in this exercise. Window, Close.

2. File, New , change Type to Assembly(*.asm), and enter wheel‐slick for the

name, then OK.



3. Pick Assemble , Assembly, select wheel.asm. After the part appears, MMB, RMB, and select Default Constraint. Click (or MMB) to finish. This places the first component in this new assembly.



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

Here are some valuable tricks! To pan the part being assembled around, use CNTRL‐ALT‐RMB and drag the part around. Use CNTRL‐ALT‐MMB to spin the new component. If you don’t use the CNTRL‐ALT action, you can spin, zoom and pan all the parts around at the same time together. Priceless tip!

5. Notice the dashboard; you can use it for additional information about the assembly process. First select the two cylindrical surfaces of the two parts as shown.

6. Next we need the mate the components, select the two surfaces shown. You will likely need to spin the assembly with MMB. Click (or MMB) to finish after the parts are together.



7. Repeat this on other side of wheel!

8. You now have both bearings on, right? And it now looks like this:

9. Pick Assemble , Assembly, select sprocket_spacer.prt, OPEN. Select two cylindrical surfaces first as shown. You can use any cylindrical surface from the tire part.



10. Select two flat surfaces as shown. This will result in a mate command. This completes the assembly of the spacer, click (or MMB) to finish after the parts are together.



11. You should be an expert by now with this. Next, Pick Assemble , select s35‐22le.prt, OPEN. Select two cylindrical surfaces first as shown. You can use any cylindrical surface from the sprocket_spacer. This will create an insert connection.

12. You now need to mate the two surfaces. Select the two flat surfaces of each part.



13. RMB New Constraint. This will put you in selection mode again to add the third constraint.

14. Select two surfaces of any of the holes that line up! This will complete the assembly task, click (or MMB) to finish.

15. Next you assemble the bolts. Pick Assemble , Assembly, 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.

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



17. You’ve placed one bolt. However, you placed it into some geometry of a hole that is patterned on the sprocket. You can use a reference pattern to place the rest of the bolts! Really cool and very fast!

18. Select the bolt either from the model tree or the graphics window, RMB Pattern. Notice in the dashboard it wants to use a reference pattern. The model may not show the bolts’ projected placements, but they will still show up where you want them to. Click (or MMB) to accept.



19. Save this file – File, Save or . That concludes the wheel assembly exercise.

Great job!

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



Explode State

1. Pick View Manager , Explode tab, New. Name it Wheel and ENTER. Click on

Properties in the lower left part of the dialog box. Then click Edit Position.

2. Next you will drag components around. To make it easiest, keep the bolt pattern where they are and move the other parts. Rotate your model so you can see and pick the desired parts. LMB to pick components, move mouse, and LMB to drop them where you currently are.



3. 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.

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

5. After the assembly is Unexploded, click Close to exit the dialog box. Click , or

View, Orientation, Refit.

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



Frame Subassembly

1. File, Open , Assembly, double click on short_dual_rail1.asm. This is the final

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

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

for the name, then OK.



3. Pick Assemble , Assembly, select short_c_channel_wide_frame.prt, Open. After the part appears, RMB and select Default Constraint. Click (or MMB) to finish. This places the first component in this new assembly.



4. Rotate the model so that you have the indicator hole DOWN as shown below.

5. Pick Assemble , Assembly, 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 by 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.



8. This is how it should look.

9. Repeat this extrusion on the other side. Pick Assemble , Assembly, select corner_extrusion.prt, Open. Use the same process as the first one with two inserts and a fit the extrusion into the gap. It should be put in as shown.



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

11. Make sure you are aware of what is top and bottom before this step. The indicator hole is on the bottom. The bolt head should be showing from the top!



12. Pick Assemble , Assembly, select bolt_4.prt, Open. Since a bolt in this case requires a mate and an insert, just pick the flat surface first, then the cylindrical surface second. Click (or 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 the three additional 3 cylindrical hole areas, Confirm. You have all the bolts required at this time.



15. Pick Assemble , Assembly, select nut_4.prt, Open. Since a nut in this case requires an insert and a mate, just pick the cylindrical surface first, then the flat surface second. Click (or MMB) to finish.



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

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



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

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



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

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



21. Assemble , Assembly, 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 , Assembly, select wheel_slick.asm, Open. Repeat with same procedure as 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. short_c_channel_wide_frame.prt. Remember to keep the indicator hole DOWN.

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



5. corner_extrusion.prt (2) and additional hardware, bolt_4.prt (4) and nut_4.prt (4).

6. mount_angle.prt. Put it in the center, this may take a couple tries. Additional hardware, washer.prt (2), shcs.prt (2), nut_4.prt (2).



Great job! The Frame Subassembly should now look like this! This is the end of Optional 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‐channels and a four wheel drive system. Follow the order of parts below to complete the top level assembly.

1. Here are some completed pictures of the final assembly. Note two things: the location of the offset wheels and the corners.

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

final_HOW_Frame.asm for the name, then OK.

3. c_channel.prt. Keep indicator hole DOWN just like on the short c_channels!



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 subassembly. Notice the corner and direction of axle bolt! Use the holes from the corner brackets.

5. short_dual_rail2.asm. Put on the other side. Notice the corner!



6. c_channel.prt. As shown.

7. All required hardware! 16 of each – bolt_4.prt and nut_4.prt. Use repeat! Each corner should now be complete.



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

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



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

Assembly Tools

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



Cross Sections

1. File, Open , double click on Wheel_Bearings.asm, or Open.

2. Pick View, View Manager , Pick Orient tab, double‐click Xsection view. Pick Xsec tab, double‐click X‐section, review the section view. RMB Visibility. Double‐click No Cross Section. Click Xsection, RMB Visibility (toggle it off), Close the View Manager

3. Window, Close



Mass Properties

The mass properties of any assembly in Pro/ENGINEER is very accurate. You need to enter the correct density for the material that the component is made of, then you’ll get extremely accurate reports of how much your robot will weigh.

1. File, Open , double click on C‐Base_Wide_Complete.asm, or Open.

2. Analysis, Model, Mass Properties. Click on the icon in the lower left . This

will generate a report for the entire assembly. Click on . This gives a full

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

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.

1. Keep working with the C‐Base_Wide_Complete.asm. It should still be opened, but if not, open it again.

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



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

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

select it, RMB Open.

5. Select the bolt, RMB Edit Definition .



6. Click on the Placement 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.



7. Window, Close

8. Repeat the Interference check on the C_Base_Wide_Complete.asm and you should now get a message saying, ‘There are no interfering parts’ in the message window.

You have now completed the Interference Checking section.

Replace Components

1. Keep working with the C‐Base_Wide_Complete.asm. It should still be opened, but if not, open 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 MOUNT_BRACE_2.PRT in the Model Tree), RMB Replace. Check Unrelated

Component, pick , Assembly, select mount_brace_1.prt and Open

4. Pick Edit Ref Table, pick in Reference 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

As the incoming component has the same modeling methodology with the outgoing component, so Pro/ENGINEER automatically creates reference rules, which is just what we want here



Congratulations! You have completed the tutorial for Pro/Assembly



Assembly 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.





2. Browse, c_base_wide_complete.asm, Open, choose d_assy.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. Use the MMB to zoom in or to review the title block and BOM (Bill of

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



4. RMB Insert General View… (on the sheet), OK to Select No Combined State, pick at the center of the empty area to place the drawing view

5. Pick View States Category, check Explode components in view, Apply to view the change, Close



6. Change active display to No Hidden , Repaint

7. Unlock the view by picking RMB Lock View Movement on the view, use the

LMB to “drag” adjust the position of the view

8. Table menu, BOM Balloons…, Set Region, Simple, pick the BOM Report (repeat region), OK

9. Select Create Balloon on the Menu Manager, Show All, Done



10. Select the drawing view, RMB Cleanup BOM Balloons, check Create corresponding 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 (22) and (13).

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, (1) by clicking on the balloon to highlight it in red, then RMB Edit Attachment on the leader line,



use the MMB wheel to zoom in and select the horizontal silhouette line on the bottom of the bearing, OK

13. Select any balloon in the drawing view, and review the highlighted counterpart in the BOM table and vice‐versa



Assembly Drawing Challenge Exercise

1. Add a second sheet to the drawing using the New Sheet button, under the Layout tab, Insert a new General View and create a 3‐view layout as shown below using all three types of View Displays; No Hidden, Hidden Line and Shading

2. Insert a new Detail 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 – Mechanism 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 mechanisms and mechanism simulation in Pro/ENGINEER.

Title Description

Introduction to Mechanisms

The Introduction to Mechanisms course covers the fundamentals of mechanism kinematics. This course will look at defining mechanisms, making them move using 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)

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)








Nobody needs 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 hear the game announcement. Pro/ENGINEER has some incredible mechanism tools that can make any type of motion possible and save you lots of time.

Pin Joints

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

1. File, Open , Sketcher Layout folder, mechanism.asm, Open

2. File, Open , Sketcher Layout, wheel_nomotor.asm, Open. You are going to

put the rest of the wheel assembly together.



3. Assemble , Sketcher Layout, 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.

4. Select the surfaces required as shown for the two surfaces for the pin joint. This is similar to using an insert command.



5. Next select the two surfaces for the mating surface for the pin joint. This will bring the two surfaces together. You can use CTRL‐ALT RMB to translate the component being assembled or CTRL‐ALT MMB to rotate the component being

assembled. This will complete the pin joint, .



6. Click on Drag Components, , to spin the model around. MMB to cancel after

moving it around a while. Close. Now we’ll assemble the wheel to the shaft. The wheel will then move with the shaft.

7. Assemble , Sketcher Layout, wheelwithhub.asm. Toggle datum planes on,

. Move the wheel assembly into position with CTRL‐ALT RMB to translate and

CTRL‐ALT MMB to rotate.



8. Assemble the wheelwithhub.asm by first aligning the two datum planes Front and Right_1. Select both planes for the first constraint. Toggle planes off after

this constraint if finished, .

9. Next you are going to align two of the surfaces that are part of the hex shape of the shaft and inside the wheel assembly. It doesn’t matter precisely which

surfaces are 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. Back in mechanism.asm, Assemble , Sketcher Layout, hopper.asm. Toggle

on datum planes and axes, and . Change User Defined to Slider. A slider joint

is like a reciprocating saw blade. It slides in one direction and does not rotate.

A trick that you should always use is to put the new component close to where it will soon be located. The mechanism joint will snap the component into place in the nearest configuration that it can solve. Help Pro/ENGINEER out by placing the component close to where the joint will occur by using CNTL‐ALT‐MMB and CNTL‐ALT‐RMB.

2. Select the two axes called Center for both components. Then select two planes (one from each component) called Center1. Below is how your mechanism should look. You may have to flip the constraints



3. Next we would like to add a regeneration value to this mechanism joint. Select from the dashboard, Placement and Translation Axis (this is optional for a slider joint).

4. Select the plane named Bottom on the hopper assembly and the surface from the frame as shown.



5. Change the current position to 0, ENTER. Set Zero Position (Important!) and

then CHECK the box for Enable regeneration value. .



6. Click on Drag Components, , to define some snapshots. Expand the

Snapshots menu. Click on to make a snapshot and rename it lower, ENTER.

Now drag the hopper up and then LMB to leave it in position. Click on to

make a snapshot and rename it upper, ENTER. Close

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

mechanism will 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.



2. Once you are on the Profile tab, change the magnitude to Ramp and enter 32 for the B value. The equation motor is driven by the equation q=A+Bt. If we run this motor for 1 second, it will raise 32 inches. OK

3. (or RMB New on Analysis from the model tree). Change the method (Length

and Rate) to Length and Frame Count. Change the end time to 1 and the frame count to 51 frames.



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

5. Playback the motion, , , and . Adjust the speed slider to make it go

faster. Close, Close.



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

7. Change to Profile tab. Change Ramp to Cosine. Enter A=‐16, B=1, C=16, and T=1. This will result in the hopper going up 32 inches and return back to the

original position. , to see motion in a graph, , OK.



8. Expand ANALYSIS in the Mechanism Tree, RMB Run, YES.

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



At this point you can do many things with the analysis. You can change the definition for the mechanism to run for 2 seconds. This will cause it to go up and down twice. You can also try and create a movie when you playback the animation by clicking capture, in the dialog box when you playback an animation.



ProjectLink Document Management

PTCU Training – Windchill ProjectLink

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 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.


http://first.ptculms.com/cadtrain/coachlms/client/browsecourses?language=en&topic=5&provider=1&newSearch=true&level=null










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 sent by the administrator.

1. Open browser to: https://first.ptc.com/Windchill/, enter your UserName and Password to access to your own project

2. Access to Document folder, pick New Link , enter Link Name: FIRST Homepage, URL: http://www.usfirst.org/ , OK

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

You can add more links to your project folder, which you can conveniently use as resource pages.

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

5. Open the folder that was just created, choose Add a new document from the

top of the Folder Contents table

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

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

https://www.ptc.com/appserver/common/account/student.jsp

https://first.ptc.com/Windchill/

http://www.usfirst.org/



7. Click Browse button next to the Local File Path field, browse to the PJL folder and select the document FIRST_Robotics_Drive_Systems.ppt, Open

Click in the Document Name field; notice that the document name has already been entered automatically for you.

8. Enter “FIRST Robotics Drive Systems Presentation” in description field, Finish, wait ‐ until the 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 accessed by choosing View Information from Actions pull‐down menu.

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

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



Collaboration with the Project Team

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

12. Check Check Out/Check In from the events list, and then click Next and Next, enter the email message you will receive if the document gets checked in (type in any message you wish) , and then click Finish

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

13. 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 “Additional text for the message:” box, OK to send the email



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 Route

16. Check the Review Routing, Next

17. Pick your own as the Reviewer, Finish

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

18. Log on your personal mailbox, check the Inbox, you will see there is an Review Document 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 the review task from other team members.

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

21. Access to FIRST_Robotics_Drive_Systems.ppt detail page, select Discussions from Collaboration pull‐down

22. To the right of the General topic click the New Posting to post a message, enter a subject and a message (For example, Subject: Take Advices for the Presentation, Message: Please give your kind advise for this presentation), check the Subscribe to posting if you want to be notified of any replies that are made to your posting, Finish

You also have the ability to add attachments and links.

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



Document Change Management

1. Select the pull‐down before the document number line, choose Check Out 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: “Added date to presentation”, OK, notice there are two iterations of the document in the list

3. Select the pull‐down again, choose Replace Content, browse for the file of Electrical Assembly.ppt, Open, and comments if necessary, OK, wait until the 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 Content command to upload the updated documents and create iteration instead the Check In/Check Out actions.

4. Choose Routing/Process from the pull‐down, view the Routing/Process status and information



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



ProjectLink CAD Data Management

PTCU Training – Windchill ProjectLink

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 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 ‐ Engineering Data Management

In this course, you will learn how to manage CAD information, including CAD documents and parts. You will learn how to create parts, part structures, and use workspaces and workgroup managers to integrate ProjectLink with your CAD application. You will learn how to upload, download, and modify CAD information in ProjectLink.(SAB‐CEK2502)

CAD Data Management is one of the most powerful capabilities of Windchill ProjectLink; it is an effective solution for managing the robot design models. Windchill integrates with CAD tools providing a direct 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 within either Pro Engineer or Windchill. The full design histories are maintained and stored within Windchill, so there is no need to worry about saving over a previous design












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 project in your mailbox.

1. Launch Pro/ENGINEER

You can set the Pro/ENGINEER Start in path to the models folder which is a Windchill directory. This is a quick way to setup the interface of Pro Engineer 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, Server Manager…

3. Server, Register New Server… from the Server Manager Dialog, enter Name:FRC, Location: https://first.ptc.com/Windchill/, Check…, enter the Windchill Server using your User Name and Password

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

https://www.ptc.com/appserver/common/account/student.jsp

https://first.ptc.com/Windchill/



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 created Workspace, Close the Server Manager, you will see the Windchill Cabinets and Workspace are in the Folder Tree list

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

8. Click the Windchill Cabinets from the folder list, you will access to the Project Page through the embedded browser

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



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

Check CAD Data into Windchill

1. Click , browse to the Assembly folder, and Open the wheel_bearings.asm

2. File, Check In, Custom Check In from the main menu, OK to save the assembly to the default Workspace, choose the Custom Check In type as Models and Viewables, OK

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



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

5. OK to confirm the folder location, add the necessary comments, Finish in the

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

CAD Data Management

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



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

Refresh the page and notice the checkmark on the SHCS.PRT line. This shows it is checked out by you, the icons in the Actions list changed accordingly.

2. Pick Open In Pro/ENGINEER

3. Select File, Update, Current to active the part, change the Screw length to 0.75,

Regenerate the model

4. Select File, Check In, Auto Check In, OK, check the updated part back into Windchill, then Close 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 visual collaboration software, helps companies efficiently collaborate on a multitude of product information types, across mechanical and 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.

6. Pick from Folder Tree list, access to Designs ‐> CAD Data ‐> Your Name folder, choose Open in ProductView from the Actions drop‐down on the line of WHEEL_BEARING, ASM, 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 the ProductView

8. Review the ribbon UI(User Interface)

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

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



10. Adjust all the components’ position as shown

11. Pick Restore Location ‐> Restore all to Original, 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



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

13. Rescore components’ location again as step 25

14. Click , to exit the ProductView Express, do not save the

Annotation Set



Appendix

PTCU Skill Assessments

Think you’ve mastered all the content in this Hands on Workshop? Have you completed all the PTCU courses? There are a number of Pro/ENGINEER skills assessments available online in PTCU if you are ready to evaluate yourself:

• http://first.ptculms.com/cadtrain/coachlms/client/viewcurriculum

o Advanced Modeling

o Assemblies

o Detailing

o Intro to Mechanisms

o Modeling

o Sheet Metal Design

Pro/ENGINEER Wildfire 5.0 Quick Reference Card

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

http://first.ptculms.com/cadtrain/coachlms/client/viewcurriculum






Feature Hole Round Depth Material

File SHIFT

CTRL

CTRL

CTRL

CTRL

CTRL

CTRL

CTRL

ALT

ALT

ALT

+

System Color Assignments

Making Selections

CTRL

SHIFT

Edit View Model Display Datum Display

Context-Sensitive Help

Datum

Assembly

Pick/Place

Base

Editing

+

+

+

SHIFT +

+

++

++

++

+

+

ALT +Feature Creation Toolbar

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

Main Toolbar

Plane

Axis

Point

Coordinate System

Annotations

Drag Component

Zoom In

Zoom Out

Refit

New

Open

Save

Print

Send Attachment

Send Link

Undo

Redo

Cut

Copy

Paste

Paste Special

Regenerate Model

Regenerate Manager

Search Tool

Selection Types

Repaint

Spin Center

Orient Mode

Appearances

Sketcher Toolbar

Sheetmetal Toolbar

Sketch

Plane

Axis

Curve

Point Types

Coordinate System

Analysis

Reference

Annotation

Datum Target Annotation

AE Propagation

Add Component

Add Manikin

Create Component

Hole

Shell

Rib Types

Draft

Round

Chamfer

Extrude

Revolve

Variable Section Sweep

Boundary Blend

Style

Mirror

Merge

Trim

Pattern

Select Items

Line Types

Quadrangle Types

Circle Types

Arc Types

Fillet Types

Chamfer Types

Spline

Point/Coordinate System

Entity from Edge Types

Dimension Types

Modify Values

Constraint Types

Text

Sketcher Palette

Trim Types

Mirror/Move/Rotate/Copy

Complete Sketch

Cancel Sketch

Extrude

Conversion

Flat Wall

Flange Wall

Unattached Wall Types

Extended Wall

Bend Types

Unbend/Bend Back

Relief/Punch/Notch/Rip/Merge

Forms: Punch/Quilt/Die/Flatten/Deform Area

Flat Pattern

Model Tree

Folder Browser

Favorites

Connections

Navigator Tabs

Browser Controls

Back

Forward

Stop

Refresh

Home

Print

Save

Keyboard Shortcuts

Regenerate CTRL+G

New File CTRL+N

Open File CTRL+O

Save File CTRL+S

Find CTRL+F

Delete DEL

Copy CTRL+C

Paste CTRL+V

Undo CTRL+Z

Redo CTRL+Y

Repaint CTRL+R

Standard View CTRL+D

Copy/Paste Shortcuts are also available in Assembly Mode.

DYNAMIC VIEWING

3D ModeHold down the key and button. Drag the mouse.

SPIN

PAN

ZooM

TURN

2D Mode

2D and 3D ModesHold down the key and roll the mouse wheel.

PAN

ZooM

ZooM

FINeZooM

CoARSe ZooM

O R I E N t I N G t h E M O D E l

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• Usetheshortcut:CTRL+ALT+LeftMouseanddrag

COMPONENt PlACEMENt CONtROlsAllows reorientation of components during placement

CoMPoNeNTDRAg

SPIN

Move

Common Dashboard Controls

Solid Surface Standard Straight Set Mode Transition Blind To Through Flip Remove Thicken Mode Selected All Direction Material Sketch

NavigatorWindow

Browser Window

graphicsWindow

Top-Level Menus

Main Toolbar

Component Placement

Dashboard

Assembly Model Tree

Component Model Tree

AccessoryWindow

Dashboard example: Component Placement

Prompt Area

Interface/Manual Placement

Placement Panel

Mouse Controls

Highlight geometry

Query to Next Item

Select Highlighted geometry

Add or Remove Itemsfrom Selection

Construct Chains orSurface Sets

Clear Selection

Over Geometry

Until Highlighted

On Background

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

Selected geometry Items currently selected

Preview geometry Results of the current operation when complete

Cyan

Red

Yellow

USINg FILTeRS

DRAWING MODE sElECtIONs

Default Selection

• Items relevant to the current tab are selectable

• Example: With the Layout tab active, annotations cannot be selected

Alternate Selection

• ALT + Left-click (select any entities in the graphics window)

• Example: With Layout tab active, use ALT + Left-click to select annotations

M A K I N G s E l E C t I O N s

Active Filter

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

Smart Filter(2-level filter)

EXAMPLE: Select a Feature first, then select Geometry

(Surface/Edge/Vertex) from the Feature

FiltersLimit the scope

of Selection

Reorient Views

Saved Views

Layers

View Manager

Wireframe

Hidden Line

No Hidden

Shading

Enhanced Realism

object ModeProvides 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

©2009 Parametric Technology Corporation (PTC) — All rights reserved under copyright laws of the United States and other countries. Information described herein 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, 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.

4576–QRC–0609

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

AssEMblY MODE sElECtIONs

DeFINITIoNS

general Definitions

Chain

A 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 Set

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

Methods of Construction

Individual

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

Rule-Based

Constructed 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.

CoNSTRUCTINg CHAINS

Individual Chains

one-by-one

To select adjacent edges one at a time along a continuous path:

1. Select an edge

2. Hold down SHIFT

3. Select adjacent edges

4. Release SHIFT

Rule-Based Chains

Tangent

To 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

Boundary

To 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 Loop

To 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

CoNSTRUCTINg CHAINS

Rule-Based Chains

From-To

To select a range of edges from a surface patch or a quilt:

1. Select the From edge

2. Hold down SHIFT

3. Query to highlight the desired From-To chain

4. Select From-To chain

5. Release SHIFT

CoNSTRUCTINg SURFACe SeTS

Individual Surface Sets

Single Surfaces

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

1. Select a surface patch

2. Hold down CTRL

3. Select additional patches (Query may be required)

4. Release CTRL

Rule-Based Surface Sets

Solid Surfaces

To 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 Surfaces

To select all the surface patches of a quilt:

1. Select a surface feature

2. Select the corresponding quilt

Loop Surfaces

To 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

excluding Surface Patches from Surface Sets

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

1. Construct a surface set

2. Hold down CTRL

3. Highlight a patch from the surface set

4. Select the patch to de-select it

5. Release CTRL

CoNSTRUCTINg SURFACe SeTS

Rule-Based Surface Sets

Seed and Boundary Surfaces

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

1. Select the Seed surface patch

2. Hold down SHIFT

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

4. Release SHIFT (all surfaces from the Seed up to the Boundaries are selected)

CoNSTRUCTINg CHAINS AND SURFACe SeTS USINg DIALog BoXeS

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

CoNSTRUCTINg CHAINS

Multiple Chains

1. Construct initial chain

2. Hold CTRL

3. Select an edge for new chain

4. Release CTRL down

5. Hold down SHIFT

6. Complete new chain from selected edge

CHANgINg MoDeL APPeARANCe

Assign Appearances

object-Action

1. Select Surface/Quilt/Intent Surface/Part

2. Select Appearances button pull-down

3. Select/create desired appearance

Action-object

1. Select Appearance button pull-down

2. Select/create desired appearance

3. Select Surface/Quilt/Intent Surface/Part

edit Appearances in the Current Model

1. Select Edit Model Appearances from the Appearance pull-down menu

2. Adjust appearance attributes using draggers

3. Select Map tab to map images and textures

- To edit texture placement, select surface using color-picker

Manage Appearances

• Build a custom library of appearances

• Include pre-defined plastics or metals library appearances

• Edit/create/delete appearances in the custom library palette

• Define/save/retrieve custom appearance (*.dmt) files

Customizing Ribbon Commands

Action-object

Top-Level Menus

Ribbon group overflow

Ribbon Tabs

Drawing Tree

Model Tree

Ribbon UI

DrawingSheet Tabs

Main Toolbar

Press ALT key to display Key Tips for Ribbon Tabs & Top Menu Items

Key Tips are displayed for the selected tab (see tab at right)

KEY tIPs

RIbbON tAbs

CUstOMIzING thE RIbbON

Arrange Ribbon group overflow Area

The location of the Menu Bar and Toolbars can be customized

To open Customize Dialog in the Ribbon

To Move Buttons within a Ribbon group

To exchange Collapse Priority between groups Collapse Priority Number

To Move Buttons between overflow Area and Ribbon group

To Hide the Ribbon Completely Select “Minimize the Ribbon”

1. Select Show Model Annotations

2. Select a feature, view or model

3. Select an annotation in the dialog or in the graphics window

4. Select Apply or OK from the dialog box

object-Action

1. Select the model, feature or view

2. Right-click Show Model Annotations

shOWING MODEl ANNOtAtIONs

Types of Model Annotations

Annotation Subtypes

M O D E l A P P E A R A N C E D R AW I N G M O D E

Annotation Preview List

A D VA N C E D s E l E C t I O N : Chain and sur face set Construct ion

Selected Annotation(To be Shown)

Previously Shown Annotation(Cannot be Selected)

Pre-selection Highlight

Highlighted Annotation(Selectable)

Feature Hole Round Depth Material

File SHIFT

CTRL

CTRL

CTRL

CTRL

CTRL

CTRL

CTRL

ALT

ALT

ALT

+

System Color Assignments

Making Selections

CTRL

SHIFT

Edit View Model Display Datum Display

Context-Sensitive Help

Datum

Assembly

Pick/Place

Base

Editing

+

+

+

SHIFT +

+

++

++

++

+

+

ALT +Feature Creation Toolbar

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

Main Toolbar

Plane

Axis

Point

Coordinate System

Annotations

Drag Component

Zoom In

Zoom Out

Refit

New

Open

Save

Print

Send Attachment

Send Link

Undo

Redo

Cut

Copy

Paste

Paste Special

Regenerate Model

Regenerate Manager

Search Tool

Selection Types

Repaint

Spin Center

Orient Mode

Appearances

Sketcher Toolbar

Sheetmetal Toolbar

Sketch

Plane

Axis

Curve

Point Types

Coordinate System

Analysis

Reference

Annotation

Datum Target Annotation

AE Propagation

Add Component

Add Manikin

Create Component

Hole

Shell

Rib Types

Draft

Round

Chamfer

Extrude

Revolve

Variable Section Sweep

Boundary Blend

Style

Mirror

Merge

Trim

Pattern

Select Items

Line Types

Quadrangle Types

Circle Types

Arc Types

Fillet Types

Chamfer Types

Spline

Point/Coordinate System

Entity from Edge Types

Dimension Types

Modify Values

Constraint Types

Text

Sketcher Palette

Trim Types

Mirror/Move/Rotate/Copy

Complete Sketch

Cancel Sketch

Extrude

Conversion

Flat Wall

Flange Wall

Unattached Wall Types

Extended Wall

Bend Types

Unbend/Bend Back

Relief/Punch/Notch/Rip/Merge

Forms: Punch/Quilt/Die/Flatten/Deform Area

Flat Pattern

Model Tree

Folder Browser

Favorites

Connections

Navigator Tabs

Browser Controls

Back

Forward

Stop

Refresh

Home

Print

Save

Keyboard Shortcuts

Regenerate CTRL+G

New File CTRL+N

Open File CTRL+O

Save File CTRL+S

Find CTRL+F

Delete DEL

Copy CTRL+C

Paste CTRL+V

Undo CTRL+Z

Redo CTRL+Y

Repaint CTRL+R

Standard View CTRL+D

Copy/Paste Shortcuts are also available in Assembly Mode.

DYNAMIC VIEWING

3D ModeHold down the key and button. Drag the mouse.

SPIN

PAN

ZooM

TURN

2D Mode

2D and 3D ModesHold down the key and roll the mouse wheel.

PAN

ZooM

ZooM

FINeZooM

CoARSe ZooM

O R I E N t I N G t h E M O D E l

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• Usetheshortcut:CTRL+ALT+LeftMouseanddrag

COMPONENt PlACEMENt CONtROlsAllows reorientation of components during placement

CoMPoNeNTDRAg

SPIN

Move

Common Dashboard Controls

Solid Surface Standard Straight Set Mode Transition Blind To Through Flip Remove Thicken Mode Selected All Direction Material Sketch

NavigatorWindow

Browser Window

graphicsWindow

Top-Level Menus

Main Toolbar

Component Placement

Dashboard

Assembly Model Tree

Component Model Tree

AccessoryWindow

Dashboard example: Component Placement

Prompt Area

Interface/Manual Placement

Placement Panel

Mouse Controls

Highlight geometry

Query to Next Item

Select Highlighted geometry

Add or Remove Itemsfrom Selection

Construct Chains orSurface Sets

Clear Selection

Over Geometry

Until Highlighted

On Background

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

Selected geometry Items currently selected

Preview geometry Results of the current operation when complete

Cyan

Red

Yellow

USINg FILTeRS

DRAWING MODE sElECtIONs

Default Selection

• Items relevant to the current tab are selectable

• Example: With the Layout tab active, annotations cannot be selected

Alternate Selection

• ALT + Left-click (select any entities in the graphics window)

• Example: With Layout tab active, use ALT + Left-click to select annotations

M A K I N G s E l E C t I O N s

Active Filter

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

Smart Filter(2-level filter)

EXAMPLE: Select a Feature first, then select Geometry

(Surface/Edge/Vertex) from the Feature

FiltersLimit the scope

of Selection

Reorient Views

Saved Views

Layers

View Manager

Wireframe

Hidden Line

No Hidden

Shading

Enhanced Realism

object ModeProvides 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

©2009 Parametric Technology Corporation (PTC) — All rights reserved under copyright laws of the United States and other countries. Information described herein 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, 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.

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

AssEMblY MODE sElECtIONs

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Documents

youwillalsolearnabout

title windchill

surface patches

thereisaptcu

tab active

surface sets

surface patch

surface patch