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PTC Global Services
Introduction toPro/ENGINEERRelease 2001T779-320-03
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CopyrightIntroduction to Pro/ENGINEERCopyright 2001 Parametric Technology Corporation. All Rights Reserved.
ThisIntroduction to Pro/ENGINEERTraining Guide may not be copied, reproduced, disclosed, transferred, or reduced
to any form, including electronic medium or machine-readable form, or transmitted or publicly performed by any means,
electronic or otherwise, unless Parametric Technology Corporation (PTC) consents in writing in advance.
User and training documentation from Parametric Technology Corporation (PTC) is subject to the copyright laws of theUnited States and other countries and is provided under a license agreement that restricts copying, disclosure, and use of
such documentation. PTC hereby grants to the licensed user the right to make copies in printed form of this
documentation if provided on software media, but only for internal/personal use and in accordance with the license
agreement under which the applicable software is licensed. Any copy made shall include the PTC copyright notice andany other proprietary notice provided by PTC. This documentation may not be disclosed, transferred, modified, orreduced to any form, including electronic media, or transmitted or made publicly available by any means without the
prior written consent of PTC and no authorization is granted to make copies for such purposes.
Information described herein is furnished for general information only, is subject to change without notice, and should
not be construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or
inaccuracies that may appear in this document.
The software described in this document is provided under written license agreement, contains valuable trade secrets and
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UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND
CRIMINAL PROSECUTION.
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CopyrightThird-Party Trademarks
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PRINTING HISTORY
Document No. Date Description
T779-320-01 05/18/01 Initial Printing of Introduction to Pro/ENGINEER
for Release 2001
T779-320-02 08/15/01 Revisions to Introduction to Pro/ENGINEERfor Release 2001
T779-320-03 11/08/01 Revisions to Introduction to Pro/ENGINEERfor Release 2001
Order Number DT-779-320-EN
Printed in U.S.A
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TTrraining AgendaIntroduction to Pro/ENGINEERDay 1 Day 4Introduction to Pro/ENGINEER Principles of Top-Down Design
The Pro/ENGINEER Interface Additional Datum Features and Skeletons
Pick-and-Place Features Layers and Suppression
Sketcher Basics Creating Surfaces with Freeform
Sketched FeaturesDay 2 Day 5Default Datum Templates The Resolve Environment
Parent/Child Relationships Information Tools
Sweeps and Blends Configuring Pro/ENGINEER
Relations and Parameters Modeling Philosophy
Day 3Appendix A: Review Questions
Behavioral Modeling Appendix B: Project Laboratory
Drawings and Drawing Templates Appendix C: Precision Learning
Duplication Features: Patterns and Copy Appendix D: PTC Help
Creating Assemblies Appendix E: Technical Support
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PTC Telephone and Fax NumbersThe following is a list of telephone and fax numbers you may find useful:
Education Services Registration in North AmericaTel: (888)-782-3773
Fax: (781) 370-5553
Technical Support (Monday - Friday)Tel: (800) 477-6435 (U.S.)
(781) 370-5332 or (781) 370-5523 (outside U.S.)
Fax: (781) 370-5650
License ManagementTel: (800) 216-8945 (U.S.)
(781) 370-5559 (outside U.S.)
Fax: (781) 370-5795
ContractsTel: (800) 791-9966 (U.S.)
(781) 370-5700 (outside U.S.)
In addition, you can find the PTC home page on the World Wide Web can be found
at: http://www.ptc.com. The Web site contains the latest training schedules,
registration information, directions to training facilities, and course descriptions, aswell as information on PTC, the Pro/ENGINEER product line, Consulting Services,
Customer Support, and Pro/PARTNERS.
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Table of ContentsIntroduction to Pro/ENGINEERINTRODUCTION TO PRO/ENGINEER 1-1
PRO/ENGINEER CORE CONCEPTS...................................................... ..................1-2
Solid Modeling Benefits .................................................................................................................1-2
Designing Feature-based Models ..................................................................................................1-3
Designing with Parametric Features .............................................................................................1-4
Taking Advantage of Associativity...............................................................................................1-5
THE PRO/ENGINEER INTERFACE 2-1
ELEMENTS OF THE INTERFACE..................... ...................................................... 2-2
The Base Window............................................................................................................................2-2
Accessing Commands with Pull-Down Menus ..........................................................................2-2
Accessing Frequently-used Commands with the Toolbar.........................................................2-3
Manipulating Your Designs in the Display Area........................................................................2-3
Viewing Information in the Message Area..................................................................................2-4
WORKING WITH MODELS................................................ ..................................... 2-4
Working with Dialog Boxes...........................................................................................................2-5Retrieving Models ............................................................................................................................2-6
Using the Model Tree......................................................................................................................2-7
Using the Menu Manager...............................................................................................................2-8
Obtaining Additional Information with Help ..............................................................................2-8
Retrieving Multiple Models ...........................................................................................................2-8
Working with Multiple Sub-Windows .........................................................................................2-8
Saving Changes ................................................................................................................................2-9
Closing Windows...........................................................................................................................2-10
Deleting Files ..................................................................................................................................2-10
LABORATORY PRACTICAL................................................................ ................. 2-11
EXERCISE 1: Using the Pro/ENGINEER Environment ........................................................2-12
EXERCISE 2: Manipulating Model Size and Orientation......................................................2-15
EXERCISE 3: Interrogating the Model Tree.............................................................................2-18
EXERCISE 4: Challenge Exercise..............................................................................................2-21
MODULE SUMMARY ............................................... ............................................ 2-25
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PICK-AND-PLACE FEATURES 3-1
DEFINING PICK-AND-PLACE FEATURES .................................................... ........ 3-2
Generic Method of Creation...........................................................................................................3-2
Shell Features ................................................................................................................................... 3-2
Creating Edge Chamfers.................................................................................................................3-3Creating Simple Rounds.................................................................................................................3-3
Specifying Radius Values for Simple Rounds ...........................................................................3-5
Hole Features .................................................................................................................................... 3-6
Creating the Straight Hole Feature ................................................................................................3-6
LABORATORY PRACTICAL.............................................. ...................................3-10
EXERCISE 1: Shell and Automatic Round Features..............................................................3-11
EXERCISE 2: Creating Chamfers and Rounds ....................................................................... 3-14
EXERCISE 3: Exploring the Straight Hole Feature ................................................................ 3-21
EXERCISE 4: Challenge Exercise .............................................................................................3-29
MODULE SUMMARY... ...................................................... ...................................3-31
SKETCHER BASICS 4-1
THE SKETCHER INTERFACE ..................................................... ........................... 4-2
The Intent Manager.........................................................................................................................4-3
Accessing Commands with Pop-Up Menus................................................................................4-3
THE SKETCHER MODE........................................................................ .................. 4-4
Accessing Commands with Sketcher Menus ..............................................................................4-4
Specifying References ....................................................................................................................4-5
Creating Geometry...........................................................................................................................4-6
Dimensioning Sketches ..................................................................................................................4-7
Adding Constraints ..........................................................................................................................4-9
Other Sketcher Tools .......................................................................................................................4-9
Setting Sketcher Preferences ....................................................................................................... 4-13
TAKING ADVANTAGE OF SKETCHER MODE....................................................4-14
LABORATORY PRACTICAL.............................................. ...................................4-17
Goal.................................................................................................................................................. 4-17
Method.............................................................................................................................................4-17
Tools ................................................................................................................................................4-17
EXERCISE 1: Sketching Basics .................................................................................................4-18
EXERCISE 2: Sketching in Steps ..............................................................................................4-24
EXERCISE 3: Sketching a Hexagon..........................................................................................4-31
MODULE SUMMARY... ...................................................... ...................................4-34
SKETCHED FEATURES 5-1
DEFINING SKETCHED FEATURES........................................................................ 5-2
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Sketching Cuts and Protrusions.....................................................................................................5-2
USING THE SKETCHER TOOLS.................................................. ...........................5-5
Dimensioning Sections ...................................................................................................................5-5
LABORATORY PRACTICAL................................................................ ................. 5-10
EXERCISE 1: Creating a Cut ......................................................................................................5-11EXERCISE 2: Creating a Protrusion..........................................................................................5-20
MODULE SUMMARY ............................................... ............................................ 5-24
DEFAULT DATUM TEMPLATES 6-1
USING DATUM PLANES AS BASE FEATURES................. ....................................6-2
Base Features ....................................................................................................................................6-2
Defining a Datum Plane..................................................................................................................6-2
Using a Default Datum as the Base Feature ................................................................................6-2
Creating Datum Planes....................................................................................................................6-3
Creating Internal Datum Planes.....................................................................................................6-3
LABORATORY PRACTICAL................................................................ ...................6-4
EXERCISE 1: Creating a New Part ..............................................................................................6-5
EXERCISE 2: Creating an Internal Datum Plane ....................................................................6-11
MODULE SUMMARY ............................................... ............................................ 6-15
PARENT/CHILD RELATIONSHIPS 7-1
PARENT/CHILD RELATIONSHIPS IN PRO/ENGINEER.........................................7-2
Pick-and-Place Feature Parent/Child Relationships ..................................................................7-2
Sketched Feature Parent/Child Relationships.............................................................................7-2
LABORATORY PRACTICAL................................................................ ...................7-8
EXERCISE 1: Using Feature Reroute..........................................................................................7-9
EXERCISE 2: Using Feature Redefine......................................................................................7-14
MODULE SUMMARY ............................................... ............................................ 7-20
SWEEPS AND BLENDS 8-1
SWEEP AND TRAJECTORIES...................................................... ...........................8-2
Creating Sweeps and Trajectories .................................................................................................8-2
Creating Parallel Blends .................................................................................................................8-3LABORATORY PRACTICAL................................................................ ...................8-7
EXERCISE 1: Creating Parallel Blend Features ........................................................................8-8
EXERCISE 2: Create a Simple Sweep Protrusion...................................................................8-14
MODULE SUMMARY ............................................... ............................................ 8-17
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RELATIONS AND PARAMETERS 9-1
RELATIONS AND PARAMETERS........... ...................................................... ......... 9-2
Parametric Relations .......................................................................................................................9-2
Representing Relations: Types and Symbols ..............................................................................9-4
Incorporating Your Design Intent Using Relations ................................................................... 9-4Order of Relations ...........................................................................................................................9-6
Design Changes ...............................................................................................................................9-8
LABORATORY PRACTICAL .............................................. .................................... 9-9
EXERCISE 1: Creating Relations ..............................................................................................9-10
EXERCISE 2: Creating Parameters for Feature-Control........................................................9-15
MODULE SUMMARY... ...................................................... ...................................9-18
BEHAVIORAL MODELING 10-1
BEHAVIORAL MODELING....................................... ............................................10-2
Behavioral Modeling Features .....................................................................................................10-2
USING BEHAVIORAL MODELER........................................................ .................10-4
Defining the Behavioral Modeler Components ........................................................................10-8
LABORATORY PRACTICAL.............................................. .................................10-13
EXERCISE 1: Creating a Datum Analysis Feature to Measure Mass Properties ............10-14
EXERCISE 2: Analyze Fluid Volume in a Cup.....................................................................10-20
EXERCISE 3: Crankshaft Optimization..................................................................................10-26
MODULE SUMMARY... ...................................................... ................................. 10-36
DRAWINGS AND DRAWING TEMPLATES 11-1DRAWING FUNDAMENTALS.............................................................. .................11-2
Creating a Drawing........................................................................................................................11-2
Adding Drawing Views ................................................................................................................11-2
Types of Views...............................................................................................................................11-2
Using the View Type Menu ......................................................................................................... 11-3
Adding a Cross-section.................................................................................................................11-4
Manipulating Views ...................................................................................................................... 11-5
DEFINING DRAWING TEMPLATES ..................................................... ................11-6
DETAILING THE DRAWING................... ...................................................... ........11-7
Creating Feature Dimensions ......................................................................................................11-8
Creating Driven Dimensions ....................................................................................................... 11-8
Manipulating Dimensions............................................................................................................11-8
LABORATORY PRACTICAL.............................................. .................................11-10
EXERCISE 1: Creating a Drawing...........................................................................................11-11
EXERCISE 2: Modifying Created Views and Testing for Associativity ..........................11-17
EXERCISE 3: Detailing the Gear Part Drawing....................................................................11-20
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MODULE SUMMARY ............................................... .......................................... 11-24
DUPLICATING FEATURES: PATTERNS AND COPY 12-1
CREATING PATTERNS........................................................................ ................. 12-2
Patterning Benefits .........................................................................................................................12-2
Pattern Types ..................................................................................................................................12-2
Pattern Options...............................................................................................................................12-3
COPYING FEATURES........... ...................................................... .......................... 12-7
Specifying Copy-To Locations....................................................................................................12-8
Copying Methods...........................................................................................................................12-8
Specifying Copied Feature Dependencies .................................................................................12-9
Choosing Features to Copy ........................................................................................................12-10
Specifying Dependency Options ...............................................................................................12-10
LABORATORY PRACTICAL................................................................ ............... 12-12
EXERCISE 1: Creating and Modifying a Dimension Pattern ..............................................12-13
EXERCISE 2: Creating a Reference Pattern ...........................................................................12-15
EXERCISE 3: Creating Rotational Patterns of Sketched Features .....................................12-18
EXERCISE 4: Copying Features ..............................................................................................12-22
EXERCISE 5: Building the Steering Column .........................................................................12-24
MODULE SUMMARY ............................................... .......................................... 12-28
CREATING ASSEMBLIES 13-1
OVERVIEW ...................................................... ..................................................... 13-2
The Surface Normal Vector..........................................................................................................13-2
Constraining Component Parts ....................................................................................................13-3
Placing Components......................................................................................................................13-6
Packaging Under-Constrained Components .............................................................................13-7
MODIFYING ASSEMBLIES.................................................................. ................. 13-7
Modifying Your Design Intent ....................................................................................................13-8
OTHER ASSEMBLY OPTIONS..................................................... ......................... 13-8
Generating Bills of Material.........................................................................................................13-8
Creating Exploded Views .............................................................................................................13-9
LABORATORY PRACTICAL................................................................ ............... 13-10
EXERCISE 1: Create a Subassembly of Three Parts ............................................................13-11
Exercise 2: Create the Machine Assembly ..............................................................................13-18
MODULE SUMMARY ............................................... .......................................... 13-22
PRINCIPLES OF TOP-DOWN DESIGN 14-1
INTRODUCTION.............................................. ..................................................... 14-2
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Definition.........................................................................................................................................14-2
Stages of Top-Down Design........................................................................................................ 14-2
The Approach................................................................................................................................. 14-2
Comparing Top-Down Design to Traditional Approaches ....................................................14-3
Benefits of Top-Down Design Methodology ........................................................................... 14-4THE SIX STEPS OF TOP-DOWN DESIGN..............................................................14-4
Step 1 - Defining Design Intent...................................................................................................14-5
Step 2 - Defining Preliminary Product Structure ..................................................................... 14-5
Step 3 - Skeleton Models .............................................................................................................14-5
Step 4 - Communicating Design Intent......................................................................................14-6
Step 5 - Continued Population of the Assembly ....................................................................... 14-6
Step 6 - Managing Part Interdependencies ................................................................................14-6
PRO/ENGINEER TOP-DOWN DESIGN TOOLS.....................................................14-7
Layouts ............................................................................................................................................14-7
Skeletons .........................................................................................................................................14-8
Data Sharing Features .................................................................................................................14-10
Managing References / Interdependencies..............................................................................14-12
MODULE SUMMARY... ...................................................... ................................. 14-15
ADDITIONAL DATUM FEATURES AND SKELETONS 15-1
ADDITIONAL DATUM FEATURES.......................................................................15-2
Datum Axes .................................................................................................................................... 15-2
Datum Curves................................................................................................................................. 15-2
Datum Points .................................................................................................................................. 15-3
Datum Coordinate Systems .......................................................................................................... 15-4
LABORATORY PRACTICAL.............................................. ...................................15-5
EXERCISE 1: Creating Additional Datum Features...............................................................15-6
EXERCISE 2: Creating a simple skeleton ................................................................................15-9
EXERCISE 3: The Link Skeleton in an assembly .................................................................15-14
OPTIONAL EXERCISE 4: The Vice Grip .............................................................................15-16
MODULE SUMMARY... ...................................................... ................................. 15-19
LAYERS AND SUPPRESSION 16-1
DEFINING LAYERS............................................................ ...................................16-2
Functionality................................................................................................................................... 16-2
Working With Layers....................................................................................................................16-2
CREATING LAYERS.................................................. ............................................16-3
Selecting the Object....................................................................................................................... 16-3
Creating Layers ..............................................................................................................................16-4
Associating Items to a Layer........................................................................................................ 16-4
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Setting the Display Status of a Layer..........................................................................................16-5
Manipulating Layer Display Status ............................................................................................16-7
SUPPRESSION FUNCTIONALITY ............................................... ......................... 16-8
Using Suppression .........................................................................................................................16-8
Suppressing Parent/Child Relationships....................................................................................16-9Saving and Resuming Suppressed Features ..............................................................................16-9
LABORATORY PRACTICAL................................................................ ............... 16-10
EXERCISE 1: Using Layers in Part Mode..............................................................................16-11
EXERCISE 2: Using Layers in Assembly Mode ...................................................................16-14
EXERCISE 3: Suppressing in Part Mode................................................................................16-20
EXERCISE 4: Suppressing Components in Assembly Mode..............................................16-22
MODULE SUMMARY ............................................... .......................................... 16-26
CREATING SURFACES WITH FREEFORM 17-1
DESIGNING WITH INTERACTIVE SURFACES.................................................... 17-2
THE STYLE FEATURE................................................................ .......................... 17-2
HYBRID MODELING................................................ ............................................ 17-3
CREATING SURFACES WITH ISDX................. .................................................... 17-4
Creating 2-D and 3-D Curves ......................................................................................................17-4
Using COS.......................................................................................................................................17-6
Creating Styling Models ...............................................................................................................17-6
Creating Freeform Surfaces with Parametric Controls ............................................................17-7
Creating Blends and Transitions .................................................................................................17-8
Applying Style Surfaces to Engineering Models ......................................................................17-8
Reverse Styling...............................................................................................................................17-9
CREATING STYLE SURFACES............................................................................. 17-9
LABORATORY PRACTICAL................................................................ ............... 17-10
EXERCISE 1: Interrogating the STYLE Interface.................................................................17-11
EXERCISE 2: Creating a Handle on the Flashlight...............................................................17-16
MODULE SUMMARY ............................................... .......................................... 17-23
THE RESOLVE ENVIRONMENT 18-1
REGENERATION FAILURES...................................................... .......................... 18-2
Starting the Resolve Environment...............................................................................................18-2
Resolving Regeneration Failures.................................................................................................18-2
LABORATORY PRACTICAL................................................................ ................. 18-6
EXERCISE 1: Resolving a Regeneration Failure.....................................................................18-6
MODULE SUMMARY ............................................... .......................................... 18-10
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INFORMATION TOOLS 19-1
MODEL INFORMATION........................................................................................19-2
Obtaining Information about a Specific Feature.......................................................................19-2
Obtaining Regeneration Information..........................................................................................19-2
Accessing Information about Part Features ..............................................................................19-2Obtaining Information about Assemblies ..................................................................................19-3
MEASUREMENT, INTERFERENCE, AND MASS PROPERTIES ...........................19-3
Calculating Mass Properties ........................................................................................................ 19-3
LABORATORY PRACTICAL.............................................. ...................................19-5
EXERCISE 1: Using Information Tools ....................................................................................19-5
MODULE SUMMARY... ...................................................... ...................................19-9
CONFIGURING PRO/ENGINEER 20-1
CUSTOMIZING PRO/ENGINEER................................................. ..........................20-2
Defining Configuration Files ....................................................................................................... 20-2
Creating Mapkeys.......................................................................................................................... 20-4
CUSTOMIZING YOUR TOOLBAR.........................................................................20-5
Adding Icons to Existing Toolbars .............................................................................................20-5
Creating Pull-down Menus .......................................................................................................... 20-6
THE MODEL TREE.................................................... ............................................20-7
LABORATORY PRACTICAL.............................................. .................................20-10
EXERCISE 1: Setting Up a Configuration File......................................................................20-11
EXERCISE 2: Creating a Mapkey............................................................................................20-16
MODULE SUMMARY... ...................................................... ................................. 20-19
MODELING PHILOSOPHY 21-1
DESIGN INTENT................................................................. ...................................21-2
Recording Your Design Criteria..................................................................................................21-3
Using Pro/ENGINEER as a Parametric Tool............................................................................21-3
Creating Parent/Child Relationships .......................................................................................... 21-3
Advantages of Pro/ENGINEER Associativity .........................................................................21-4
Changing Design Intent ................................................................................................................21-5
LABORATORY PRACTICAL.............................................. ...................................21-6
Part I: Part Level Design Intent...................................................................................................21-6
Part II: Assembly level Design Intent ......................................................................................21-10
Decision Process Questionnaire ................................................................................................21-10
MODULE SUMMARY... ...................................................... ................................. 21-13
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REVIEW QUESTIONS A-1
DAY 1: REVIEW QUESTIONS.......................................................... ......................A-2
DAY 2: REVIEW QUESTIONS.......................................................... ......................A-6
DAY 3: REVIEW QUESTIONS.................................................. ............................ A-10
DAY 4: REVIEW QUESTIONS.................................................. ............................ A-14DAY 5: REVIEW QUESTIONS.................................................. ............................ A-17
PROJECT LABORATORY B-1
INTRODUCTION.............................................. ...................................................... B-2
PART CREATION...................................................... ............................................. B-3
SECTION 1: Creating the Motor Part .........................................................................................B-3
SECTION 2: Creating the Lower Housing Part......................................................................... B-5
SECTION 3: Creating the Snap Ring Part ..................................................................................B-9
SECTION 4: Creating the Upper Housing Part .......................................................................B-11
CREATING ASSEMBLIES.................................................. .................................. B-18
SECTION 1: Creating the Motor Assembly.............................................................................B-18
SECTION 2: Concurrent Design of the Motor Housing........................................................B-22
SECTION 3: Creating the Blower Assembly...........................................................................B-23
SECTION 4: Creating the Motor Part Drawing.......................................................................B-26
INTERROGATING YOUR MODELS...................................................... ............... B-29
SECTION 1: Designing the Cover Part.....................................................................................B-30
SECTION 2: Completing the Motor Part..................................................................................B-34
SECTION 3: Completing the Blower Assembly .....................................................................B-36
SECTION 4: Completing the Motor Assembly .......................................................................B-40COMPLETING THE PROJECT.......................... .................................................... B-43
SECTION 1: Developing the Motor Part ..................................................................................B-43
SECTION 2: Finishing the Lower Housing.............................................................................B-45
SECTION 3: Completing the Drawing .....................................................................................B-47
USING THE PRO/FICIENCY EVALUATOR C-1
TECHNOLOGY-BASED LEARNING @ PTC.......................................................... C-2
TBLS: Necessity and Advantages ................................................................................................C-2
TBLS Components .........................................................................................................................C-2
THE PRO/FICIENCY EVALUATOR...................................................... ................. C-3
Measurable Training Outcomes .................................................................................................... C-3
A Powerful Planning Tool .............................................................................................................C-3
COMPLYING WITH EQUAL OPPORTUNITY EMPLOYMENT
REQUIREMENTS.............................................. ...................................................... C-4
EXERCISE 1: Completing Evaluator Assessments .................................................................. C-5
MODULE SUMMARY ............................................... ............................................. C-8
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USING PTC HELP D-1
PTC HELP OVERVIEW.................................................. ........................................ D-2
PTC Help Features ..........................................................................................................................D-2
USING Pro/ENGINEER HELP.................................................. ............................... D-2
Launching Help: Four Methods...................................................................................................D-2PTC HELP MODULES................................ ........................................................... . D-7
PTC GLOBAL SERVICES: TECHNICAL SUPPORT E-1
FINDING THE TECHNICAL SUPPORT WEB PAGE...............................................E-2
OPENING TECHNICAL SUPPORT CALLS.............................................................E-2
Opening Technical Support Calls via E-mail..............................................................................E-2
Opening Technical Support Calls via Telephone.......................................................................E-3
Opening Technical Support Calls via the Web...........................................................................E-3
Sending Data Files to PTC Technical Support ...........................................................................E-3
Routing Your Technical Support Calls ........................................................................................E-4
Technical Support Call Priorities ..................................................................................................E-5
Software Performance Report Priorities ......................................................................................E-5
REGISTERING FOR ON-LINE SUPPORT ....................................................... ........E-5
ONLINE SERVICES........................................................................................ .........E-6
FINDING ANSWERS IN THE KNOWLEDGE BASE...............................................E-6
Terminology used by Technical Support.....................................................................................E-7
GETTING UP-TO-DATE INFORMATION....................................................... ........E-8
CONTACT INFORMATION ................................................ ....................................E-9
PTC Technical Support Worldwide Electronic Services..........................................................E-9
Telephone........................................................................................................................................E-10
ELECTRONIC SERVICES ................................................... .................................. E-14
INDEX I-1
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Page 1-1
Module
11Introduction to Pro/ENGINEERIn this module you learn about the core Pro/ENGINEER features
and concepts.
ObjectivesAfter completing this module, you will be able to:
Describe how to use Pro/ENGINEER as a solid modeling design
tool.
Describe the three main Pro/ENGINEER design concepts.
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PRO/ENGINEER CORE CONCEPTSYou use Pro/ENGINEER to createsolid modelsof your designs. The
three-dimensional work environment enables you to take advantage of:
Feature-based modeling
Associativity
Parametric relationships
Solid Modeling BenefitsSolid modeling enjoys benefits not obtained in two-dimensional design:
Solid models have volumes and surface areas.
You can calculate mass properties directly from the geometry you
create.
When you manipulate a solid model, the model itself remains a solid.
1. Wireframe 2. Hidden Lines
3. No Hidden Line 4. Solid Shade
Figure 1: Solid Model Display
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Designing Feature-based ModelsThe models you create in Pro/ENGINEER are feature-based. This meansthat the geometry of your part model is composed of one or more features.
A feature is the smallest building block in a part model.
Pro/ENGINEER enables you to build a model incrementally by adding
individual features one at a time. As you construct your model, you chooseyour building blocks, as well as the order in which to create them.
Creating models in Pro/ENGINEER involves incorporating your design
intent into the model. Design intent is the reason for adding every feature.For example, you add hole features to a model because the resulting part
must be assembled to another part, and the holes are needed for thescrews.
The following figure shows how a typical part can be designed by adding
one feature after another to a base model.
Base Feature Protrusion Added Blind Cut Added Chamfers Added
Thru-All Cuts and Holes Added Chamfer Added Rounds Added
Figure 2: Building Models Feature by Feature
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Designing with Parametric FeaturesThe designs you create in Pro/ENGINEER can beparametric. This meansthat their dimensions are controlled by parameters, which are related
dimensions.
Parametric modeling has many advantages:
Modifying dimensions can change model geometry.
Designated features can be related to each other.
Modifications to certain features propagate changes to other features.
Parent/childrelationships can be developed between features.
5 10
Figure 3: Protrusion and Hole Follow Side of Block
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Taking Advantage of AssociativityPro/ENGINEER models usually consist of several parts, assemblies, anddrawings. All of these objects are fully associative.
This means that changes made at one level will propagate to all the levels.For example, if you change dimensions on a drawing, the change will be
reflected in the associated part. The following figure shows associativitybetween a part and an assembly.
Original shaft before
length modification Shaft associated to assembly
Modification of shaft length
Assembly automatically updates
5
10
Figure 4: Associativity
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Module
22The Pro/ENGINEER InterfaceIn this module you learn how to use the Pro/ENGINEER interface
to enhance your design sessions.
ObjectivesAfter completing this module, you will be able to:
Describe how to use the Pro/ENGINEER interface.
Describe the different Pro/ENGINEER file types.
Retrieve, save, erase, and delete files in Pro/ENGINEER.
Describe how to use the Model Treeand the Menu Manager.
Describe the parametric, associative, and feature-based
characteristics of Pro/ENGINEER models.
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ELEMENTS OF THE INTERFACE
Figure 1 Sample Model Display in Main Window
The Base WindowWhen you start Pro/ENGINEER, the base window opens on your desktop.You create your designs in this window. This window has four main parts:
Pull-down menu
Toolbar
Display area
Message area
Accessing Commands with Pull-Down MenusThe following Pro/ENGINEER pull-down menu options are available in
all the different modes of the software:
FileFile manipulation commands
Edit Object manipulation and action commands
View Model display commands
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NOTES Insert Creates features like protrusions, cuts, holes, and rounds
Analysis Model, surface, curve, motion, and sensitivity and
optimization commands
Info Query and report commands
Applications Launch commands for other Pro/ENGINEER modules
Utilities Working environment customization commands
Window Window manipulation commands
Help Help commands
Accessing Frequently-used Commands with theToolbarThe Pro/ENGINEER toolbar contains icons for frequently usedcommands. Toolbar buttons are provided as an alternative to menucommands. You can customize you toolbar.
Figure 2: Pro/ENGINEER Toolbar
Manipulating Your Designs in the Display AreaPro/ENGINEER displays parts, assemblies, drawings, and models on thescreen in the display area. An objects display depends on the currentenvironment settings. When you select the model on the screen, thesystem distinguishes between an edge and a surface of the model by
highlighting them in two different colors.
Note:Surfaces of models are valid in Pro/ENGINEER regardless ofthe model display.
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Viewing Information in the Message AreaThe message area:
Displays status information for every operation performed.
Displays queries and hints to simplify the task you are working on.
Prompts you for additional information (the text message is
accompanied by an optional audible signal).
Displays icons that represent different kinds of information, such as
warnings or status prompts.
To view old messages, you can use the scrollbar located on the right.
Note:When Pro/ENGINEER requires data input, it temporarilydisables all other functions until you enter the required data.
WORKING WITH MODELSFile TypesEvery type of Pro/ENGINEER object has a different file extension.Typical file extensions are described next..
PRT Part files allow you to create 3-D models consisting of many
features.
ASM Assembly files contain information on how 3-D parts and
assemblies are assembled together.
DRW Drawing files contain 2-D fully dimensioned drawings of parts
or assemblies.
SEC Sketch files contain 2-D non-associative sketches that can be
imported while in sketcher mode.
In addition, there is also a SKETCHER mode that allows you to create two-dimensional sketches that are parametric.
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Note:When you create new files and save them you do not have toadd the file extensions. The system automatically associatesthe correct file extension to the file that you are saving.
Working with Dialog BoxesDialog boxes in Pro/ENGINEER are used for model manipulation, feature
creation, and saving. There are two kinds of dialog boxes: generalandmodel.
The General Dialog BoxA general dialog box performs general software environment functions
such as setting display options for the model. The following figurerepresents some of the common elements in a regular dialog box.
Title
Tabs
Check boxes
Drop-down arrow
Text box
Command buttons
Figure 3: Example of a Dialog Box
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The Model Dialog BoxA model dialog box creates and modifies model geometry by promptingyou for requiredand optionalelements from the user.
Required elements are modifiable properties of a Pro/ENGINEER featurethat must be specified to completely define a feature. Optional elementsare additional operations that you may perform; but they are not necessary
for completing the feature.
The following figure illustrates a model dialog box that defines a ROUND
feature.
Figure 4: A Model Dialog Box
The option buttons in a model dialog box are:
Define Defines and/or changes selected elements in the dialog box.
Refs Displays the external references of the current selected
element.
Info Generates a listing of the properties of the feature that you are
creating.
OK Completes the definition of the elements, creating the feature or
model entity.
Cancel Cancels the current feature or model entity.
Preview Checks geometry before completing the feature definition.
Retrieving ModelsWhen you retrieve files into a working session by clicking File > Open,
Pro/ENGINEER also opens up a model tree window and a menu managerthat allow you to create, manipulate, and modify model geometry.
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Using the Model TreeThe MODEL TREE presents the model structure feature by feature. Youcan select features from the MODEL TREEfor modification and deletion.
MODEL TREEicons indicate the corresponding item type and its current
status.
Figure 5: Model Tree with Added Parameters
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Using the Menu ManagerThe MENU MANAGERdisplays a list of menus that you can use to create,modify, and duplicate model geometry.
Using the MENU MANAGER, you drive along a certain path to complete atask by making choices from menus. Each time you choose an option from
a submenu, Pro/ENGINEER opens another submenu until you havefinished making selections.
Obtaining Additional Information with HelpWhen you hold your mouse over any menu option, an on-line helpmessage displays on the bottom of the current active window. If you need
additional help, you can right-click [ ] the menu option and select GetHelpfrom the pop-up menu.
Note:The system administrator must install and setup the onlinedocumentation for you to be able to access this functionality.
Retrieving Multiple ModelsYou can have multiple models in session at one timeeach window
containing a modelmaking it possible to refer to one model whileworking on another. However, Pro/ENGINEER only allows you to work
on one active window at a time.
Note:To activate a window, you must click Window > Activate.
Working with Multiple Sub-WindowsIf the main window currently contains a model, Pro/ENGINEERautomatically opens a new main window each time you open another
model. The new main window contains the same toolbars and messagearea as the first main window.
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Figure 6: A New Window over the Main Window
Saving ChangesAs you work on your design, is a good practice to save your file often. The
File > Save option creates a new version of the file with an incremental
version number.
To retrieve an old version, you must specify the version number in theretrieval name. The All Versionsoption in the FILE OPENdialog boxdisplays the version numbers of a file.
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Figure 7: Opening a Version of a Model
Closing WindowsTo close a window, you use the Window > Close or the File > CloseWindow options. However, this does not remove the model from the
current session of Pro/ENGINEER. The model still occupies RAM spaceon the computer. If the model is no longer required, you erase it frommemory with the Fi le > Erase > Current option. You can erase all
models that are in session but not displayed in the active windows with theErase > Not Displayedoption.
Deleting FilesThe File > Delete option removes old versions of a model. The Delete >
All Versionsoption deletes all versions of the model from the systemmemory, as well as from the hard drive.
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LABORATORY PRACTICALGoalIn this laboratory you will get first-hand experience to see how
Pro/ENGINEER is a parametric, associative, and feature-based solid
modeler.
MethodIn Exercise 1, you learn the Pro/ENGINEER environment.
In Exercise 2: you learn how to manipulate the size and orientation of the
model.
In Exercise 3, you learn how to interrogate the MODEL TREE.
In Exercise 4, you how to investigate the associativity between an
assembly component and an incomplete drawing.
ToolsTable 1: Pro/ENGINEER Toolbar Icons
Icons Description
Datum planes on/off
Shading
Wireframe display
Hidden line display
Zoom in
Zoom out
Refit
Orient view
Saved view list
File save
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EXERCISE 1: Using the Pro/ENGINEEREnvironmentTask 1. Open the master assembly.
1. Click File > Set Working Directory .
2. Set the working directory to \intro_proe_320 \ 02_interface.
3. Click [File open].
4. In the FILE OPEN dialog box, select Assemblyfor the TYPEdrop-down list. Only the assembly files become visible.
5. Select MASTER.ASMand click Preview >>> .This will show apreview of the model before opening it.
6. Click [No hidden line]icon to see the graphical preview of the
assembly.
7. Click Opento open MASTER.ASM.
Figure 8: The Master Assembly
Task 2. Manipulate the display of the assembly.
1. Click Utilities > Environment.
2. In the ENVIRONMENTdialog box, clear the Datum PlanesandDatumAxescheck boxes.
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NOTES3. Click Apply. Do not close the dialog box.
4. Select HiddenLine from the DISPLAY STYLEdrop-down list.
5. Click Apply.
Task 3. Change the orientation of the assembly.
1. Select Isometricfrom the DEFAULT ORIENTdrop-down list.
2. Click Apply.
3. Change the orientation back to Trimetric.
4. Click OK to close the dialog box.
Figure 9: Hidden Line Display of Assembly
Task 4. Use the toolbar to manipulate the model.
1. Toggle the display of datum planes. Click the Datum Plane icon in
the toolbar on top of the screen. The datum planes reappear.
Datum planes on/off Datum coordinate
system on/off
Datum points on/offDatum axes on/off
Figure 10: Datum Display Section of Toolbar
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2. Click [On/Off ] to turn off the datum planes.
3. Shade the model. Click [Shading] on the toolbar.
Wireframe
display
Hidden Line
display
Shading display
No Hidden Linedisplay
Figure 11: Changing the Model Display
4. Click [Wireframe display] to revert back to the hidden line
display mode.
5. Click View > Shade to cosmetically shade the model.
Note:Wireframeremains selected on the toolbar because the modelis only cosmetically shaded and is not switched to a shadeddisplay mode.
6. Click View > Repaint.
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NOTES
EXERCISE 2: Manipulating Model Size andOrientationTask 1. Change the size and orientation of the model using the toolbar.
1. Click [Zoom in].
Refit
Zoom In
Zoom Out
Orient the model
Saved Views
Repaint
Figure 12: Model Orientation Options
2. Select a location in the model. Then select a second location tocreate a zoom box. The model zooms in.
3. Click [Zoom out].
4. Click [Refit] to resize the model.
Task 2. Orient the model so that the bracket faces front.
1. Click [Orient view].
2. The ORIENTATION dialog box opens with the Orient byReference already selected as shown in the following figure.
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Figure 13: Orientation Dialog Box
3. In OPTIONS, Reference 1 refers to what is parallel to the screen,
and Reference 2 refers to what orients that parallel reference.
4. Leave the default Frontin the REFERENCE 1drop-down list andselect the front surface of the bracket part as shown in the
following figure.
Select thissurface to face
front forReference 1.
Select thissurface as the top
for Reference 2.
Figure 14: Surface Selection for Orientation
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NOTES5. Select the other surface of the bracket part as Reference 2. The
model changes its orientation as shown in the following figure.
Figure 15: Model after Orientation
6. Select the SAVED VIEWSbar towards the bottom of the dialogbox. Type [SIDE] in theNAMEtext box.
7. Click Save to save the new orientation.
8. Click OK in the ORIENTATIONdialog box.
Task 3. Change the model back to the default orientation.
1. Click . [Saved views list]. Toggle between the DEFAULTand
the saved SIDEviews from the saved view list to observe themodel in two different orientations.
Tips Techniques:You can also manipulate the model orientation by using themouse buttons and key. The left mouse button zoomsthe model, the middle spins it, and the right pans it.
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EXERCISE 3: Interrogating the Model TreeTask 1. Modify dimensions of model using the MODEL TREE.
1. If the MODEL TREEis not active, click View > Model Tree toview the model tree on the left.
2. Modify the offset value of the master shaft part. In the model tree,
right-click on the MASTER_SHAFT.PRT, and select Modifyfrom the pop-up menu.
3. Select the 76 dimension that appears.
4. In the message area, type [90]and press .
5. Click Done in the MODIFYmenu of the MENU MANAGER.
6. Click Done/Returnin the ASSEM MODmenu.
Task 2. Regenerate the assembly.
1. In the ASSEMBLY menu, click Regenerate .
2. In the PRT TO REGENmenu, click Automatic.
3. The shaft moves to its new location. The gear and crank partsfollow the shaft. This proves theparametricnature of the
assembly.
Task 3. Test the associativity by modifying length of the shaft part.
1. Click File > Open. Open MASTER_SHAFT.PRT.
2. Click > Defaultto see model in default view.
3. Click Modify in MENU MANAGER.
4. Select the shaft as shown in the following figure.
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Select this dimensionto modify.
Select the shaft.
Figure 16: Modifying the Shaft
5. Select the 152dimension.
6. Type [250] and press .
7. ClickRegenerate in the PARTmenu.
8. Save the shaft model. Click [Save].
9. Accept the default name of MASTER_SHAFT.PRT.
Task 4. Check for associativity between the shaft and the assembly.
1. Close the SHAFTwindow. Click Window > Close .
2. Make the ASSEMBLYwindow active. Click Window > Activate .
3. Regenerate the assembly. From the MENU MANAGER, clickRegenerate > Automatic.
4. The regenerated assembly appears with modified shaft dimensions,
as shown in the following figure.
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Figure 17: Assembly after Modification and Regeneration
5. A modification made to a part automatically modifies the whole
assembly. This proves the associativityof Pro/ENGINEER.
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EXERCISE 4: Challenge ExerciseTask 1. Investigate the associativity between an assembly component
and an incomplete drawing.
1. Open the drawing DRAW_CRANK2. DRW.
2. Turn on the datum planes if they are not on, then repaint the
screen.
3. Click Edit > Value .
4. Select the 60.50 dimension.
5. Type [90.5]as the new dimension.
Modify this
dimension
Figure 18: Crank2 Drawing
6. Click Regenerate from the DRAWING menu.
7. Click Model from the REGENERATE menu.
8. Save the drawing model. Click File > Save and press .
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9. Click File > Close Window .
10.Click Windows > Activate . This activates the assembly window.Notice that the crank is updated in the assembly. This shows the
associativity between the part drawing and the assembly.
Task 2. Check for interference between the solid models of the
assembly.
1. Click Analysis >ModelAnalysis. The MODEL ANALYSISdialog
box appears, as shown in the following figure.
Figure 19: Analyzing Global Interference
2. The default type is set to AssemblyMass Properties. Select
GlobalInterference from the TYPEdrop-down list.
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NOTES3. Accept defaults and click Compute .
4. In the RESULTSwindow, the system indicates that two parts areinterfering. Use the arrow to toggle between the interfering part
models. This also highlights the volume of interference on the
screen.
5. Close the dialog box.
6. Click to save the ASSEMBLYmodel. Accept the defaultname.
Task 3. Determine the results of closing the master assembly window.
1. Click Window >Close . Notice the BASEPro/ENGINEER
window cannot be removed as indicated in the message area.
2. Open CRANK2.PRT, which is still in the memory. In the FILE
OPEN dialog box, click [In Session].
Figure 20: Using the IN SESSION Option
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3. SelectCRANK2. PRT. Click Open. The system retrieves this model
from the system memory, not from the computer hard drive.
Task 4. Remove the master assembly models that are not displayed in a
window from the session memory.
1. Erase the models that are not displayed. Click File > Erase > Not
Displayed.
2. A dialog box appears with all the selected models that are in
session highlighted. Click OK to complete the operation.
Task 5. Retrieve in-session models again to determine which ones
remain in session.
1. Click . Click . Note that only CRANK2.PRT is listed.
2. Click Cancel .
Task 6. Erase the crank model from system memory to conserve RAM.
1. Erase the current file. Click File > Erase > Current. Confirm theoperation.
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MODULE SUMMARYIn this module you have learned that:
Pull-down menus, toolbars, the display area, and the message area are
the four important elements of the Pro/ENGINEER user interface.
Models can be oriented and displayed on the screen in various ways.
Pro/ENGINEER models such as parts, assemblies, and drawings
exhibit feature-based, parametric, and associative characteristics.
Pro/ENGINEER automatically opens a new main window each time
you open an additional model, so that you can work with multiple
windows.
Erasing models that are not in use will free up the system memory.
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Module
33Pick-and-Place FeaturesCertain Pro/ENGINEER features need not be built with great effort.
They are freely provided and can simply be utilized whenever
needed. These features are called Pick-and-Place features.
ObjectivesAfter completing this module, you will be able to:
Identify and define the different types of Pick-and-Place features.
Create, delete, and modify the three Pick-and-Place features.
Navigate among the various options of the HOLEdialog box to
capture the intent of the hole element in the lab practical.
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DEFINING PICK-AND-PLACE FEATURESThe Pick-and-Place features discussed in this module are:
Shell
Edge chamfer
Edge round
Hole
Generic Method of CreationTo create any of these Pick-and-Place features, you specify the appropriateplacement references on your model and provide the required dimensions.
Pro/ENGINEER places the feature on that location.
Note:Pick-and-Place features behave parametrically with respect totheir placement references. That is, if the placement referencemoves, the feature also moves.
Choosing Hidden References Using Query SelectWhen you click Query Select and then selecton a surface, a dialog box
appears with various reference options.
Shell FeaturesThe Shell option removes a surface or surfaces from a solid and hollows
out the inside of the solid, leaving a shell of a specified wall thickness.
Figure 1: The Shell Feature
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NOTESWhen Pro/ENGINEER makes a shell, all the features that were added to
the solid before you chose the Shell option are hollowed out. Therefore,the order of feature creation is very important when considering the shell
feature.
Creating Edge ChamfersAn edge chamfer feature removes a flat section of material from a selectededge or edges to create a beveled surface between the two originalsurfaces common to the edges. The Pro/ENGINEER dimensioning
schemes for edge chamfers are shown in the following figure.
Figure 2: Edge Chamfer Dimensioning Schemes
Note:When selecting circular edges for chamfers, Pro/ENGINEERonly highlights one half of the edge. Since the system placesthe chamfer on the entire circular edge, you do not have toselect the other half of the edge.
Creating Simple RoundsRound features create a rounded smooth transition between two adjacentsurfaces. An edge round smoothes the hard edges between adjacent
surfaces.
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Pro/ENGINEER offers two types of rounds: simple and advanced. Simple
rounds employ the default round shape and transitions. Advanced roundsemploy user-defined round shapes and transitions.
Radius Options for Simple Edge Chain Rounds Constant Assigns the same radius value to every selected edge.
Variable Specifies radii at every selected edge at the endpoints and,
optionally, at intermediate vertices along the edge being rounded.
Figure 3: Constant and Variable Radius Rounds
Full Round Creates a round that completely removes a model
surface.
Full Round
Figure 4: Full Round
Note:Do not dimension other features to the edges or tangent edgesof round features. Round features make unstable parents.
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NOTES
Tip:You should create round features on your model as late in thedesign process as possible.
Figure 5: Cut Feature Dimensioned to the Edge Round
Specifying Radius Values for Simple Rounds Enter (default) Specifies a new radius value that does not appear in
the menu. Use the key to select other radius type options.
Select On Surf Specifies a point on the adjacent surface that
determines the radius value.
Thru Pnt/Vtx Specifies a datum point, vertex, curve, or edge end
through which the radius of the round should pass.
Default Values Specifies a radius value as the system default value
or a previously entered radius value in the SEL VALUEmenu.
Original model
Select on this
surface.Round cr
tangent
Figure 6: Using the Select On Surf Option
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Select this vertex.
Original Model
Figure 7: Using the Thru Pnt/Vtx Option
Hole FeaturesThere are three types of Holes:
Straight Holes
Standard Holes
Sketched Holes
This module primarily deals with the Straight Hole feature and its manyoptions.
Creating the Straight Hole FeaturePro/ENGINEER creates all straight holes with a constant diameter. The
hole feature always removes material from your model.
Placement OptionsTo place a hole on your model, you can choose from the following options
in the PLACEMENT menu.
Linear Places the hole on a plane. Dimensions the center of the hole
from two surfaces or edges using linear dimensions.
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NOTES
Figure 8: Linear Hole
Radial Places the hole with respect to an axis using polar dimensions
on a plane, cylinder, or cone. Radial holes placed on a plane have a
diameter, radius, or linear dimensioning scheme.
Figure 9: Radial Holes on a Plane
Coaxial Places the hole co-axially using an existing axis. Does not
create placement dimensions, but creates only a diameter dimension
for the hole itself.
Figure 10: Coaxial Hole
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On Point Places the center of the hole directly on an on surface
datum point. The axis of the hole is normal to the placement surface.
Figure 11: On Point Hole
Depth OptionsYou can also create the hole from either side of the placement plane or
from both sides using the Depth One and Depth Two options in the HOLEdialog box.
Figure 12: Side Options
The system determines how deep to create the hole based on your depth
specification. The following figure illustrates the various depth optionslisted in the HOLEdialog box.
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NOTES
Thru Next
Thru Unti
Thru All
VariableTo Reference
Figure 13: Hole Depth Options
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LABORATORY PRACTICALGoalIn this laboratory, you will learn how to create and implement the
important Pick-and-Place features.
MethodIn Exercise 1, you add a shell feature and a simple tangent chain round