Contents

User Interface1.1 LESSON: User Interface.

1.1.1 Introduction ....1.1 .2 Start Catia Windows1.1.3 Start Catia V5 in UNIX.1.1 .4 Welcome Panel . . . .1.1.5 User Interface .. ..1.1.6 Window Environment1.1 .7 Menu Bar . . . . .1.1.8 Document Zone .. .1.1.9 Active Document ...1.1 .10 Standard &View Toolbar1.1 .11 Workbench Toolbar1.1.12 Prompt and Input .1.1.13 TIPS .

1.2 LESSON: Workbenches, Toolbars and Icons1.2.1 Introduction .1.2.2 Workbench . . . . . . . . .1.2.3 Context Sensitive Toolbars1.2.4 Predefined Workbenches .1.2.5 Sequence: Examples for Toolbars1.2.6 Customized Workbenches. .1.2.7 Workbench and Documents.1.2.8 Active Workbench ....1.2.9 Active Document Switch .1.2.10 Switchable Icons .1.2.11 TIPS .

1.3 LESSON: Changing the Start Panel1.3.1 Introduction .1.3.2 Start panel . . . . . . ..1.3.3 Changing the start panel1.3.4 Effects...........1.3.5 Sequence: Customize . .1.3.6 Sequence: Creating your own workbenches.1.3.7 TIPS ' .

2 File- and Window Handling and Selection2.1 LESSON: General

2.1.1 Introduction .2.1.2 Document .2.1.3 File & Windows .2.1.4 Start Menu2.1.5 File Menu ...2.1.6 Edit Menu . . .2.1.7 Window Menu2.1.8 Standard Toolbar .2.1.9 Product Database Management2.1.10 UNIX-Windows ..2.1 .11 Name Convention2.1.12 TIPS .

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2.2 LESSON: Open, Close, Desk . . .2.2.1 Introduction.........2.2.2 Overview Open Documents2.2.3 IFile-Open & Open Icon2.2.4 Filter by IOpen . . . . . . .2.2.5 Read Only by IOpen . . . .2.2.6 Most recently used documents2.2.7 IEdit-Links .2.2.8 Load referenced Documents2.2.9 Overview Close Documents .2.2.10 Memory Content 12.2.11 Memory Content 22.2.12 TIPS .

2.3 LESSON: New, Save.2.3.1 Introduction ..2.3.2 New .2.3.3 Drawing criteria.2.3.4 INew from. . . .2.3.5 Send To . . . . .2.3.6 Sequence: Send To2.3.7 Overview of saving.2.3.8 ISave ..2.3.9 Save As .2.3.10 Save All . . . . . ..2.3.11 Enable independent saves2.3.12 Save Management . .2.3.13 TIPS. . . . . . . ...

2.4 LESSON: Window Handling .2.4.1 Introduction ..2.4.2 Active Window .2.4.3 Move Window ..2.4.4 Resize Window2.4.5 Minimize & Restore Window2.4.6 Maximize Window2.4.7 Close Window .2.4.8 Tile Horizontally2.4.9 Tile Vertically2.4.10 Cascade ..2.4.11 New Window

2.5 LESSON: Selection2.5.1 Introduction.2.5.2 Function...2.5.3 Overview ..2.5.4 Selection in geometries2.5.5 Selection in trees. . . .2.5.6 Sequence: IPreselection Navigator2.5.7 IPreselection Navigator A .2.5.8 IPreselection Navigator B .2.5.9 Sequence: IOther Selection2.5.10 IOther Selection ....2.5.11 Simple axis selection.2.5.12 Multiselection .2.5.13 TIPS .

3 Display3.1 LESSON: Overview

3.1.1 Introduction.3.1.2 Topics... .3.1.3 Overview ..3.1.4 Image Content3.1 .5 View Navigation

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3.1.6 Render Style .3.1.7 Saved Views .3.1.8 Image Effects.

3.2 LESSON: Image Content3.2.1 Introduction....3.2.2 Display Components .3.2.3 Geometry.....3.2.4 Specification Tree "3.2.5 Compass . . . . . . .3.2.6 Sequence: Specifications Overview3.2.7 Sequence: Geometry Overview.3.2.8 Ground, part A . . . .3.2.9 Ground, part B . . . .3.2.10 Sequence: Magnifier.3.2.11 Hide/Display Rooms .3.2.12 Hide/Display Elements.3.2.13 TIPS .....

3.3 LESSON: Display ..3.3.1 Introduction.3.3.2 Render style3.3.3 Influenced geometries3.3.4 Functionality .3.3.5 Overview style . . . .3.3.6 Wireframe. . . . . . .3.3.7 Dynamic hidden line removal3.3.8 Shading............3.3.9 Shading with Edges . . . . .3.3.10 Shading with Edges and Hidden Edges3.3.11 Customized view . .3.3.12 Perspective/Parallel3.3.13 TIPS .

3.4 LESSON: View Navigation.3.4.1 Introduction ...3.4.2 View Navigation ..3.4.3 Active N. Mode ...3.4.4 Perspective/Parallel3.4.5 Examine Mode3.4.6 Walk Mode . . . . .3.4.7 Fly Mode .3.4.8 Summarize N. Mode.3.4.9 Mouse A3.4.10 Mouse B3.4.11 Icons A .3.4.12 Icons B .3.4.13 View Menu

3.5 LESSON: Examine .3.5.1 Introduction.3.5.2 Activate Mode3.5.3 Examine Mode .3.5.4 Perspective and Parallel3.5.5 Zoom .3.5.6 Move .3.5.7 Rotate .3.5.8 Normal View3.5.9 Compass ..3.5.10 Previous and Next View3.5.11 TIPS .

3.6 LESSON: Walk & Fly .3.6.1 Introduction .3.6.2 Changing the settings3.6.3 Change Mode ....

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3.6.4 /Walk & /Fly mode .... ..3.6.5 /Walk mode versus /Fly mode3.6.6 Beginner or Advanced.3.6.7 Beginner mode .3.6.8 Advanced mode . . . . . ..3.6.9 Example /Fly in advanced mode3.6.10 Tips and Warnings .

3.7 LESSON: Saved View3.7.1 Introduction.3.7.2 Purpose .3.7.3 Types .3.7.4 Programdefined Views A3.7.5 Programdefined Views B3.7.6 Programdefined Views C3.7.7 Overview panel.3.7.8 Apply View .3.7.9 Define View.3.7.10 Modify View.3.7.11 Delete View.3.7.12 Reverse View.3.7.13 View Properties3.7.14 TIPS .

3.8 LESSON: Navigation in Specification Trees3.8.1 Introduction ..3.8.2 Hide/show.....3.8.3 Tree expansion ..3.8.4 Expand Selection3.8.5 Tree branches ..3.8.6 Scrollbar .....3.8.7 Sequence: Overview of specifications3.8.8 Tree mode3.8.9 Moving ....3.8.10 Zooming. . . .3.8.11 /Center Graph .3.8.12 /Reframe on .3.8.13 Deactivation .3.8.14 TIPS .

3.9 LESSON: Graphical Properties3.9.1 Introduction .3.9.2 Graphical Properties ..3.9.3 Modify Graphical Properties.3.9.4 Sequence: Graphical Properties3.9.5 Selection - 1 .3.9.6 Selection - 2 .. . .3.9.7 Multiselection ....3.9.8 Solids and Surfaces3.9.9 Faces and Wireframes .3.9.10 Products ...3.9.11 More Colors ..3.9.12 Transparency.3.9.13 TIPS ....

3.10 LESSON: Material .3.10.1 Introduction .3.10.2 Material ...3.10.3 Applying Materials3.10.4 Sequence: Apply Material .3.10.5 Render Style3.10.6 Multibodies ..3.10.7 Products ...3.10.8 /Material Panel3.10.9 fUnk to File ..

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3.1 0.1 O\IIodify Material3.10.11TIPS .....

3.11 LESSON: Lighting .3.11.1 Introduction .3.11.2 Light Source3.11.3 flight Sources Panel3.11.4 No Light Source ..3.11.5 Single Light source.3.11.6 Two Lights Sources3.11.7 Neon Light3.11.8 Brightness3.11.9 Contrast.3.11.1 a-lighlights .3.11.11TIPS ....

3.12 LESSON: Depth Effects3.12.1 Introduction . . .3.12.2 Depth Effects ..3.12.3 fDepth Effect Panel .3.12.4 Clipping Planes. . .3.12.5 Panel Image ....3.12.6 Translation of Planes.3.12.7 Fog Effects .3.12.8 Zooming with clipping planes3.12.9 TIPS .

4 Sketcher4.1 LESSON: Example Sketcher

4.1.1 Introduction.4.1.2 Task .4.1.3 Sketch Plane . . .4.1.4 Sequence: Geometry4.1.5 Geometrical Constraints .4.1.6 Dimensions..... ...4.1.7 Modifikation of Dimensions4.1.8 Element Colors .4.1.9 Delete.4.1.10 Exit .4.1.11 TIPS .

4.2 LESSON: Profile Toolbar4.2.1 Introduction....4.2.2 Overview . . . . .4.2.3 Sequence: Profile4.2.4 Sequence: Predefined Profile.4.2.5 Sequence: Circles and Arcs.4.2.6 Spline . . . . . . . . . .4.2.7 Connect .4.2.8 Sequence: Ellipse, Parabola &Hyperbola4.2.9 Line .4.2.10 Axis . . . . . . . .4.2.11 Sequence: Points4.2.12 /Tools Toolbar. . .4.2.13 Delete & Move - 14.2.14 Delete & Move - 24.2.15 TIPS .

4.3 LESSON: Operation Toolbar 14.3.1 Introduction.4.3.2 Corner....4.3.3 Alternative A4.3.4 Alternative B4.3.5 Alternative C4.3.6 Chamfer A .

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4.3.7 Chamfer B4.3.8 Trim A . . .4.3.9 Trim B . . .4.3.10 Trim-options in the toolbar /Tools4.3.11 Break . . . . . . . . . . .4.3.12 /Quick Trim . . . . . . . .4.3.13 /Close and /Complement .4.3.14 /Tools Toolbar. . . . ..4.3.15 Isolate Common Points4.3.16 TIPS .

4.4 LESSON: Operation Toolbar 24.4.1 Introduction.... ...4.4.2 /Transformation Toolbar4.4.3 Order of Interactions4.4.4 /Symmetry Icon A .4.4.5 /Symmetry Icon B . .4.4.6 /Translate Icon ...4.4.7 Sequence: /Translate.4.4.8 /Rotation Icon . . .4.4.9 Sequence: /Rotate4.4.10 /Scale Icon ....4.4.11 Sequence: /Scale .4.4.12 /Offset Icon A .4.4.13 /Offset Icon B4.4.14 Snap Mode ..4.4.15 TIPS .

4.5 LESSON: Operation Toolbar 34.5.1 Introduction .....4.5.2 3D Geom . . . . . .4.5.3 Project 3D Elements4.5.4 Interaction Order ..4.5.5 Associative Projections4.5.6 Non Associative Projections.4.5.7 Display Modes ....4.5.8 Intersect 3D Elements ..4.5.9 Interaction Order . . ...4.5.10 Associative Intersections4.5.11 Non associative Intersections4.5.12 TIPS .

4.6 LESSON: Constraints Defined in Dialog Box Icon.4.6.1 Introduction.4.6.2 Functionality4.6.3 Purpose ..4.6.4 Panel . . . .4.6.5 Procedure ..4.6.6 Dimensional Constraints.4.6.7 Geometrical Constraints.4.6.8 Symmetry....... ..4.6.9 Middle Point & Equidistant Point4.6.10 Fix & Coincidence . . . . .4.6.11 Concentricity & Tangency .4.6.12 Parallelism & Perpendicularity.4.6.13 Horizontality &Verticality4.6.14 TIPS .

5 Solidmodeling5.1 LESSON: Overview of Solid Modeling

5.1.1 Introduction...... ..5.1.2 Feature-based modeling.5.1 .3 Specification tree .5.1.4 Order . . . . . . . . .

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5.1.5 Shell features.5.1.6 Reordering ..5.1.7 Features ...5.1 .8 Sketch-based5.1.9 Dressup ....5.1.10 Surface-based5.1.11 Feature definition.5.1 .12 Parameterization5.1 .13 References5.1.14 Handling ....5.1.15 Multibodies . . .5.1 .16 Boolean operations

5.2 LESSON: Parameterization in Solid Modeling5.2.1 Introduction ...5.2.2 Parameterization5.2.3 Advantages ...5.2.4 Difficulties....5.2.5 Partial parameterization5.2.6 Important parameters5.2.7 Example: Sketch5.2.8 Example: 3-D ..5.2.9 Formulas ....5.2.10 Design intention5.2.11 Sequence: Design objective.

5.3 LESSON: References in Solid Modeling5.3.1 Introduction .5.3.2 References .5.3.3 Example: Dimensioning constraint5.3.4 Example: Edges and faces . .5.3.5 Example: Directional definition5.3.6 Example: Extension definition.5.3.7 Determining factor .5.3.8 Dependency . . . .5.3.9 Checking dependencies5.3.10 Modification/Deletion.5.3.11 Design objective . .5.3.12 Reference selection

6 Features6.1 LESSON: Overview of Solid Features

6.1.1 Introduction .6.1.2 Features .6.1.3 Sketch-based features6.1.4 Dress-up features '"6.1.5 Surface-based features6.1.6 Symbols... .6.1.7 Panels .6.1.8 Modifications to features.6.1.9 Deletion of features6.1 .10 Deactivation6.1.11 Update .6.1 .12 Properties . . . . . .

6.2 LESSON: Feature Definition.6.2.1 Introduction6.2.2 Definition . . . . . . .6.2.3 Panel . . . . . . . . .6.2.4 Numerical parameters6.2.5 References .6.2.6 Extension references6.2.7 Directional references6.2.8 Sketch-based references

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6.2.9 Common references6.3 LESSON: Panel Handling

6.3.1 Introduction6.3.2 Procedure.6.3.3 More/Less.6.3.4 Tabs ....6.3.5 Input boxes6.3.6 Pulldown menus6.3.7 Selection boxes.6.3.8 Deselection ..6.3.9 Radio buttons.6.3.10 Check buttons6.3.11 Preview6.3.12 OK ...6.3.13 Cancel.

7 Sketchbased Features7.1 LESSON: Overview of Sketch-Based Features

7.1.1 Introduction .7.1.2 Symbol .7.1.3 Sketch in hide mode7.1.4 Properties....7.1.5 /Pad features ....7.1.6 /Pocket features ..7.1 .7 /Drafted Filleted Pad//Pocket features7.1.8 /Shaft features .7.1.9 /Groove features7.1.10 /Hole features .7.1.11 /Rib features ..7.1.12 /Slot features ..7.1 .13 /Stiffener features.7.1.14 /Loft features A ..7.1.15 /Removed Loft feature

7.2 LESSON: Pad Features7.2.1 Introduction .7.2.2 /Pad feature .7.2.3 Sequence: Procedure for using /Pad features7.2.4 Sketch ....7.2.5 Open sketch7.2.6 Panel .7.2.7 Limits .7.2.8 Sequence: Propagation type, examples7.2.9 Direction .7.2.10 /Mirrored extent .7.2.11 /Reverse direction ..7.2.12 Changing sketches.7.2.13 Modifying sketch contours.

7.3 LESSON: Pocket Features7.3.1 Introduction... .7.3.2 /Pocket features .7.3.3 Application: Procedure for using /Pocket features7.3.4 Sketch.7.3.5 Panel .7.3.6 Limits . . . . . . . . . . . . . . . . . . . .7.3.7 Application: Propagation type, examples.7.3.8 Direction .7.3.9 /Mirrored extent .7.3.10 /Reverse direction ..7.3.11 Changing sketches.7.3.12 Modifying sketch contours.

7.4 LESSON: Drafted-Filleted ..

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7.4.1 Introduction .7.4.2 /Drafted Filleted Pad//Pocket features7.4.3 Application: Procedure7.4.4 Result.7.4.5 Modify.7.4.6 Sketch.7.4.7 Panel A7.4.8 Panel B7.4.9 Panel C7.4.10 Example for /Second Limit .7.4.11 TIPS .

7.5 LESSON: Shaft Features7.5.1 Introduction ....7.5.2 /Shaft features ..7.5.3 Procedure for using the /Shaft feature7.5.4 Sketch A .7.5.5 Sketch B .7.5.6 Rotation axis types .7.5.7 Rotation axis in the sketch.7.5.8 Panel .7.5.9 Angle range .7.5.10 Changing sketches .7.5.11 Modifying sketch contours.7.5.12 Selecting an axis of rotation.

7.6 LESSON: Groove-Features7.6.1 Introduction .7.6.2 /Groove feature .7.6.3 Application: Procedure for the /Groove feature.7.6.4 Sketch .7.6.5 Types of rotation axes .7.6.6 Axis of rotation in the sketch7.6.7 Panel .7.6.8 Angle range .7.6.9 Change sketch .7.6.10 Sketch modifications.7.6.11 Select the axis of rotation

7.7 LESSON: Hole Features, their Placement and Extension.7.7.1 Introduction .7.7.2 /Hole feature .7.7.3 Application: Procedure ..7.7.4 Placement with references7.7.5 Application: Examples ...7.7.6 Placing without references7.7.7 Adding placement references later7.7.8 Application: Examples .7.7.9 Overview of the panel .7.7.10 Application: Extension types7.7.11 Perpendicular orientation .7.7.12 Slanted orientation . . . . .7.7.13 Flat and v-shaped bottoms7.7.14 Tips .

7.8 LESSON: Hole Features: Hole Types.7.8.1 Introduction .7.8.2 The /Type tab .7.8.3 Overview of holes7.8.4 Cylindrical hole ..7.8.5 Tapered holes ..7.8.6 Counterbored holes7.8.7 /Anchor Point for /Counterbored holes7.8.8 Countersunk holes .7.8.9 Counterdrilied holes .

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7.8.10 /Anchor Point for /Counterdrilled holes7.8.11 TIPS .

7.9 LESSON: Hole Features with Threads7.9.1 Introduction .7.9.2 Overview of threads .7.9.3 Entry of a thread in the tree ..7.9.4 Advantages and disadvantages of extended /Hole features7.9.5 Advantages and disadvantages of /Thread/Tap features7.9.6 Effects of threads .7.9.7 Procedure for creating /Hole features.7.9.8 Activate the thread .7.9.9 Overview of the /Thread Definition tab7.9.10 Standardized threads .7.9.11 Thread length and pitch .7.9.12 Adding and removing thread standards7.9.13 Tips .

7.10 LESSON: Rib Features7.10.1 Introduction .7.10.2 /Rib feature .7.10.3 Procedure for using the /Rib feature7.10.4 Application: Example of a /Rib feature7.10.5 Profile .7.10.6 Guide curve//Center curve .7.10.7 Profile placement ...7.10.8 Orientation of a profile7.10.9 /Keep angle ....7.10.1 Q'Pulling direction .7.1 O.11/Reference surface7.10.12Combinations ...7.10.13L\pplication: Combination examples7.1 O.14/Merge ends .7.10.15Tips .

7.11 LESSON: Slot Features7.11.1 Introduction .7.11.2 /Slot feature .7.11.3 Procedure for using the /Slot feature7.11.4 Application: Example of a /Slot feature.7.11.5 Profile .7.11.6 Guide curve//Center curve.7.11.7 Profile placement ...7.11.8 Orientation of a profile7.11.9 /Keep angle ....7.11.1 Q'Pulling direction .7.11.11/Reference surface7.11.12Combinations .7.11.131Merge ends .7.11.14Tips .

7.12 LESSON: Stiffener Features.7.12.1 Introduction . . . . . .7.12.2 /Stiffenerfeature ...7.12.3 Examples of the /Stiffener feature.7.12.4 Procedure for using the /Stiffener feature.7.12.5 Application: Example of a /Stiffener feature7.12.6 Contour sketch .7.12.7 Panel .7.12.8 /Mirrored extent ..7.12.9 /Reverse direction.7.12.1 Q'Reverse direction.7.12.11Tips .

7.13 LESSON: Loft Features A7.13.1 Introduction ....

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7.13.2/LoftfeatureA .7.13.3 /Loft feature B .7.13.4 Procedure for using /Loft features7.13.5 Sequence: Example of a /Loft feature7.13.6 Sequence: Complex example.7.13.7 Panel A .7.13.8 Panel B .7.13.9 /Sections .7.13.1 Q'Sections & the context menu7.13.11/Closing Point . . . . . . . . .7.13.12'Closing Point & the context menu7.13.12Arrow directions .....7.13.14Requirements for /Guides . . .7.13.15Handling of /Guides .7.13.16/Guides and the context menu7.13.17fips .

7.14 LESSON: Loft Features B7.14.1 Introduction .7.14.2 /Spine .7.14.3 /Coupling .7.14.4 /Coupling methods7.14.5 /Coupling types.7.14.6 /Ratio . . . . . . .7.14.7 /Tangency .....7.14.8 /Tangency then curvature.7.14.9 Nertices .7.14.1 Q'Manual edges .7.14.11Sequence: Manual/Coupling7.14.12The /Coupling context menu.7.14.13'Relimitation A . . . .7.14.141Relimitation B ....7.14.15Tangency constraints7.14.16TIPS .

7.15 LESSON: Removed Loft Features A7.15.1 Introduction .7.15.2 /Removed Loft features A7.15.3 /Removed Loft features B7.15.4 Procedure .7.15.5 Sequence: Simple example .7.15.6 Sequence: Complex example.7.15.7 Panel A .7.15.8 Panel B .7.15.9/Sections .7.15.1 Q'Sections & the context menu7.15.11/Closing Point .7.15.12'Closing Point & the context menu7.15.12Arrow directions .... .7.15.14Requirements for /Guides .7.15.15Handling of /Guides .7.15.16/Guides and the context menu7.15.17fIPS .

7.16 LESSON: Removed Loft Features B7.16.1 Introduction .7.16.2 /Spine .7.16.3/Coupling .7.16.4 /Coupling methods7.16.5 /Coupling types.7.16.6 /Ratio .7.16.7 /Tangency . . . . .7.16.8 /Tangency then curvature.7.16.9 Nertices .

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7.16.1 Q'Manual edges. . . . . . . . .7.16.11Sequence: Manual/Coupling7.16.12The /Coupling context menu.7.16.13'Relimitation A . . . .7.16.141Relimitation B ....7.16.15fangency constraints7.16.16TIPS .

7.17 LESSON: Methods .7.17.1 Introduction .7.17.2 Simple sketches7.17.3 First solid feature.7.17.4 Production compliance.7.17.5 No sketch radii/chamfers7.17.6 No holes in sketches.7.17.7 Think big! .7.17.8 Common references7.17.9 Design intention7.17.1OSketch reference

8 Shape Design8.1 LESSON: Overview of Operations

8.1.1 Introduction ..8.1.2 Operations ..8.1 .3 Workbenches.8.1.4 Tree entry.8.1 .5 Result.....8.1.6 Procedure ...8.1.7 Deleting an operation8.1.8 Functional access8.1.9 Join-Healing8.1.10 Trim-Split8.1.11 Extracts . . .8.1 .12 Fillets . . . .8.1 .13 Transformations8.1.14 Extrapolate . . .8.1.15 Invert Orientation and Near8.1.16 Law8.1.17 TIPS .

9 Hybrid Modeling9.1 LESSON: Shape Design 2 .

9.1.1 UBUNGEN . . . . .

10 Drawing10.1 LESSON: Amendment of drawing.

10.1.1 EXERCISES . . . . . . . .

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