PTCuniversity Advanced Assembly Design using Creo Parametric 2.0 -p0-0 T3904-390-02 Authored and published using ArbortextPTCuniversity Copyright © 2012 Parametric Technology Corporation. All Rights Reserved. Copyright for PTC software products is with Parametric Technology Corporation, its subsidiary companies (collectively “PTC’), and their respective licensors. This software is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United States and ather countries. 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The Recommended Learning Report will link directly to sections of this training that you may want to review Please note that Web-based training may not be available in all languages The Web-based training is available in your account for one year after the live class.PTCuniversity Precision Learning Recommendatio PTC uses a role-based training approach. The roles and the associated training are graphically displayed in a curriculum map. Curriculum maps are available for numerous PTC products and versions in the training section of our Web site at http://www ptc.com/services/edserv/leaming/paths/index.htm Creo 2.0 Curriculum Eu sat Een Sapa b- fica" De ator Please note that a localized map may not be available in every language and that the map above is partial and for illustration purposes only. Before the end of the class, your instructor will review the map corresponding to the course you are taking. This review, along with instructor recommendations, should give you some ideas for additional training that corresponds to your role and job functions.PTCuniversity Training Agenda Day 1 Module 01 | — Using Advanced Assembly Constraints Module 02 — Creating and Using Component Interfaces Module 03 — Creating and Using Flexible Components Module 04 — Restructuring and Mirroring Assemblies Day 2 Module 05 — Using Assembly Features and Shrinkwrap Module 06 — Replacing Components in an Assembly Module 07 + — Understanding the Basics of Simplified Reps Module 08 — Creating Cross-Sections, Display Styles, Layer States, and Combined Views Day 3 Module 09 — Substituting Components using User Defined, Envelopes, and Simplified Reps Module 10 — Understanding Advanced Simplified Rep Functionality Module 11. — Creating and Using Assembly Structure and Skeletons Module 12. — ProjectPTCuniversityPTCuniversity Table of Contents Advanced Assembly Design using Creo Parametric 2.0 Using Advanced Assembly Constraints...................20.05 14 Constraining Components using Fix 12 Constraining Two Coordinate Systems using Coincident 14 Constraining a Point on a Line using Coincident 18 Constraining a Point on a Surface using Coincident 111 Constraining an Edge on a Surface using Coincident 1-14 Constraining a Point on a Point using Coincident 1-16 Creating a Tangent Constraint using Auto Constrain 1-18 Configuring Constraint Sets with Parameters 1-24 Creating and Using Component Interfaces ................20.05 24 Understanding Component Interfaces 22 Using a Placing Component Interface 25 Using a Receiving Component Interface 2410 Creating a Component Interface using the Save as Interface Dialog Box 2415 Auto Placing Components 2418 Copying and Pasting Components 2-22 Repeating Component Placement 2.25 Creating and Using Flexible Components .................20005 341 Adding Flexibility to a Component 32 Placing Flexible Components in an Assembly 35 Adding Flexibility to Already Placed Components 3.9 Using Flexible Parameters 314 Restructuring and Mirroring Assemblies ...................0.05 44 Restructuring and Reordering Assembly Components 42 Creating Mirrored Assemblies 47 Creating Mirrored Components 442 Creating Mirrored Sub-Assemblies 418 Using Assembly Features and Shrinkwrap ................20.05 5-1 Understanding Assembly Features 52 Understanding Assembly Feature Intersections 54 Creating an Assembly Cut 57 Creating Assembly Holes 5412 Creating a Shrinkwrap Feature 516 Creating a Shrinkwrap Model 5-23 Summarizing Shrinkwrap Features and Models 5.29 Replacing Components in an Assembly.................2.20005 6-4PTCuniversity Understanding Component Replace Replacing Components using Family Table Replacing Components using Reference Model Replacing Components using By Copy Replacing Unrelated Components Understanding Interchange Assemblies Replacing using a Functional Interchange Assembly Understanding the Basics of Simplified Reps ................... Retrieving Assembly Subsets Understanding Standard Simplified Reps Understanding Custom Simplified Reps Lightweight Graphics Representations Using Graphics Simplified Reps Using Geometry Simplified Reps Excluding Components using Simplified Reps Defining Simplified Reps Using the Component Chooser Creating a Default Envelope Simplified Rep Creating Part Simplified Reps Opening Simplified Reps 6-2 6-4 6-7 6-10 6-13 6-18 6-20 71 7-2 7-7 7-9 7-12 7-15 7-20 7-24 7-27 7-32 7-37 7-42 Creating Cross-Sections, Display Styles, Layer States, and Combined Views Understanding Assembly Cross-Sections Creating Assembly Cross-Sections Creating Offset Assembly Cross-Sections Creating Zone Assembly Cross-Sections Creating Display Styles Creating Layer States in an Assembly Creating Combination Views Substituting Components using User Defined, Envelopes, and Simplified Reps. .......0..0...00.0ccececeeeee eee ee ee Understanding Envelopes Creating and using a Surface Subset Shrinkwrap Envelope Creating and Using a Faceted Shrinkwrap Envelope Creating and Using an All Solid Surfaces Shrinkwrap Envelope Creating and Using a Create Features Envelope Creating and Using an Envelope Copied from an Existing Part Substituting Components using User Defined Substituting by Interchange and Family Table Understanding Advanced Simplified Rep Functionality.......... Searching for Components for Simplified Reps Creating Simplified Reps by Size 8-2 B4 8-11 8-15 8-20 8-25 8-29 9-1 9-2 9-5 9-12 17 9-24 9-28 9-33 9-37 10-1 10-2 10-7PTCuniversity Creating Simplified Reps using Zones 10-12 Creating Simplified Reps by Distance 10-17 Creating Simplified Reps using Exterior Components 10-20 Defining Simplified Reps using Rules 10-23 Using On-Demand Simplified Reps 10-29 Creating External Simplified Reps 10-34 Creating and Using Assembly Structure and Skeletons.......... W-41 Understanding Skeletons 11-2 Creating an Assembly Structure 14 Creating Skeletons for Space Claims 11-9 Creating Skeletons for Placement References 4412 Copying a Model to a Skeleton WIT Creating Multiple Skeletons 11418 Sharing Skeleton Geometry 14-22 Creating and Placing Models using Skeleton References 11-26 Creating a Motion Skeleton 14-32 Sketching a Motion Skeleton 14-34 Creating Bodies for a Motion Skeleton 11-38 Assigning Connections for a Motion Skeleton W41 Creating Solid Models from a Motion Skeleton 11-46 Project 0.20.00... ccc eee cece cece eee ee eect eee e ee eee 124 The Table Fan 12-2 Skeleton Models 123 The Shaft and Arm Parts 12-4 Components to Assemblies 12-5 Editing the Design 12-6PTCuniversityPTCuniversity Student Preface — Using the Header In this topic, you learn about the course handbook layout and the header used to begin each lab in Creo Parametric. Course Handbook Layout + Modules — Topics # Concept ¢ Theory ¢ Procedure + Exercise (if applicable) Procedure / Exercise Header: Procedure / Exercise Name Close Windows / Erase Not Displayed \ PROCEDURE - Creating Variable Radius Rounds Close Window Erase Not Displayed # hr roundsvaiatte GO varusce ranerr 4 Modelto Open a Edit an existing round to make it variable, Folder Name 1. Enable only the flowing Datum Display types: XS. 2 tthe definition of Round 1 [eka 3. Right-click and select Make voriste Lab Steps 4 inhedashicard, seectne Sets Course Handbook Layout The information in this course handbook is organized to help students locate information after the course is complete. Each course is organized into modules, each covering a general subject. Each module contains topics, with each topic focused on a specific portion of the module subject. Each individual topic in the module is divided into the following sections + Concept — This section contains the initial introduction to the topic and is presented during the class lecture as an overhead slide, typically with figures and bulletsPTCuniversity + Theory — This section provides detailed information about content introduced in the Concept, and is discussed in the class lecture but not shown on the overhead slide. The Theory section contains additional paragraphs of text, bullets, tables, and/or figures Procedure — This section provides step-by-step instructions about how to complete the topic within Creo Parametric. Procedures are short, focused, and cover a specific topic. Procedures are found in the Student Handbook only. Not every topic has a Procedure, as there are knowledge topics that contain only Concept and Theory. Exercise — Exercises are similar to procedures, except that they are typically longer, more involved, and use more complicated models Exercises also may cover multiple topics, so not every topic will have an associated exercise. Exercises are found in the separate Exercise Guide and/or the online exercise HTML files (G _ The first module for certain courses is known as a "process module." Process modules introduce you to the generic high-level processes that will be taught over the span of the entire course. Procedure / Exercise Header To make the exercises and procedures (referred to collectively as labs") as concise as possible, each begins with a “header.” The header lists the name of the lab, the working directory, and the file you are to open The following items are indicated in the figure above, where applicable 1. Procedure/Exercise Name — This is the name of the lab 2. Scenario — This briefly describes what will be done in the lab. The Scenario is only found in Exercises 3. Close Windows/Erase Not Displayed — A reminder that you should close any open files and erase them from memory: + Click Close 4 until the icon is no longer displayed ray + Click Erase Not Displayed i..# and then click OK 4. Folder Name — This is the working directory for the lab. Lab files are stored in topic folders within specific functional area folders. The path to the lab files is + PTCU\CreoParametric2\functional_area_folderitopic_folder In the example, Round is the functional area folder and Variable is the topic folder, so you would set the Working Directory to PTCU\CreoParametric2\Round\Variable + To set the working directory, right-click the folder in the folder tree or browser, and select Set Working Directory. 5. Model to Open — This is the file to be opened from the working directory. In the above example, VARIABLE_RAD.PRT is the model to open. The model could be a part, drawing, assembly, and so on. If you are expected to begin the lab without an open model, and instead create a new model, you will see Create New + To open the indicated model, right-click the file in the browser and select OpenPTCuniversity 6. Task Name — Labs are broken into distinct tasks. There may be one or more tasks within a lab 7. Lab Steps — These are the individual steps required to complete a task Two other items to note for labs + Saving — Saving your work after completing a lab is optional, unless otherwise stated + Exercises — Exercises follow the same header format as Procedures: Setting Up Creo Parametric for Use with Training Labs Before you begin a lab from any training course, it is important that you configure Creo Parametric to ensure the system is set up to run the lab exercises properly. Therefore, if you are running the training labs on a computer outside of a training center, follow these three basic steps + Extract the class files zip file to a root level drive such as C: or D. — The extracted zip will create the default folder path automatically, such as C:\PTCU\CreoParametric2\. + Locate your existing Creo Parametric shortcut — Copy and paste the shortcut to your desktop. — Right-click the newly pasted shortcut and select Properties. — Select the Shortcut tab and set the Start In location to be the same as the default folder. For example, C:\PTCU\CreoParametric2\. + Start Creo Parametric using the newly configured shortcut — The default working directory will be set to the CreoParametric2 folder. You can then navigate easily to the functional area and topic foldersPTCuniversity PROCEDURE - Student Preface — Using the Header In this exercise, you learn how to use the header to set up the Creo Parametric working environment for each lab in the course _ ~y Close WindowL_] _Erase Not Displayed. # % SampleFunctionalArea\Topic1_Folder og EXTRUDE_1.PRT Step 1: Configure Creo Parametric to ensure the system is set up to run the lab exercises properly [Perform this task only if you are running the labs on a computer outside of a training center, otherwise proceed to Task 2 1. Extract the zipped class files to a root level drive such as C: or D + The extracted ZIP will create the default folder path automatically, such as C:\PTCU\CreoParametric2 2. Locate your existing Creo Parametric shortcut + Copy and paste the shortcut to your desktop. + Right-click the newly pasted shortcut and select Properties + Select the Shortcut tab and set the Start In location to be PTCU\CreoParametric2 3. Start Creo Parametric using the newly configured shortcut + The default working directory is set to the CreoParametric2 folder. You can then navigate easily to the functional area and topic folders Step 2: Close all open windows and erase all objects from memory to avoid any possible conflicts from the Quick Access 1. Ifyou currently have files open, click Close toolbar, until the icon no longer displays ry 2. Click Erase Not Displayed i..# from the Data group in the ribbon + Click OK if the Erase Not Displayed dialog box appears.Step 3: PTCuniversity Browse to and expand the functional area folder for this procedure and set the folder indicated in the header as the Creo Parametric working directory. 1 nN Notice the SampleFunc- tionalArea\Topic1_Folder as indicated in the header above If necessary, select the Folder Browser navigator. tab from the 5 ee | 3 Commorgolders [Mil in See Folder Browser (@] Desitop £2 My Documents stuckerOal (Eg Working Directory GE Network Neighborhood Manikin Library i Favorites Click Working Directory Et to view the current working directory folder in the browser * Double-click SampleFunctionalArea | Common Folders [| in Session [i] desktop £2 My Documents stuckerOal (Eg Working Directory GE Network Neighborhood ls Manikin Library i FavoritesPTCuniversity 4. Right-click the Topic1_Folder folder and select Set Working Directory 5. Click Working Directory from the Common Folders section to display the contents of the new working directory in the browser. &|% ‘commen Folders © @ [Bi « somieruncanairea » Topct.romer insessin o Folder Content xo ‘Boost © Wy cecurenis srercrea {Bf Moning Drecory GE vewon necroreos Hankin Lewy Wh raveries Dyoreriey Tiviews~ 9 tooe~ Alla Cy extvae tpt Alternatively you can use the cascading folder path in the browser to navigate to the topic folder, and then right-click and select Set Working Directory from the browser. Step 4: Open the file for this procedure 1. Notice the lab model EXTRUDE_1-PRT is specified in the header above + Double-click extrude_1.prt in the browser to open it 2. You are now ready to begin the first task in the lab. + Read the first task + Perform the first step, which in most cases will be to set the initial datum display for the procedure or exercise + Perform the remaining steps in the procedure or exercise Step 5: Set the initial datum display options 1. The instruction for setting the datum display indicates which Datum Display types to enable and disable. For example, "Enable only the following Datum Display types: 4. 2. To set the datum display, first click the Datum Display drop-down menu from the In Graphics tool bar. BlePTCuniversity 3. Next, enable and disable the check boxes as necessary. For Sf (Select al) example you could disable the Select All check box, and then enable only the desired datum 6 9M Point bispley types. = : Of, Axis Display 0 ig cays Display M £7 Plane Display ih 4. The model should now appear as shown This completes the procedurePTCuniversityPTCuniversity Module 1 Using Advanced Assembly Constraints Module Overview You can properly position most components in an assembly using the Automatic Assembly option or by specifically applying basic constraint types such as Mate, Align, or Insert. In some situations however, these basic constraints do not work or are not efficient to use. In these more complex or unique situations, it is helpful to apply more advanced constraints to position components in your assembly In this module, you will learn how to use Creo Parametric's advanced assembly constraints for positioning components in an assembly Objectives After completing this module, you will be able to Assemble a component using the Fix constraint Use Coincident to constrain components using the two coordinate systems Use Coincident to constrain components using a point on a line Use Coincident to constrain components using a point on a surface Use Coincident to constrain components using an edge on a surface. Use Coincident to constrain components using a point on a point Use auto constrain to constrain components using a tangency. Configure constraint sets with parameters ©2012 PTC Module 1 | Page 1PTCuniversity Constraining Components using Fix The Fix constraint enables you to maintain a component's position even when it has not been fully constrained. (Pwvor_coNTROL_FUXASM APIVOT_BASE_BOTTOM PRT GP IoT_BASE_TORFRT GPPVOT_ARKLPRT Figure 2 — Packaged Symbol Figure 1 — Packaged Control Arm in Model Tree (Pwvor_conrrot_ruasht GJPIVOT_BASE_SOTTOWPRT GPNoT_BASE_TOPFRT GIP IOT_ARMPRT Figure 4 — Packaged Symbol Figure 3 — Fixed Control Arm Removed Constraining Components using Fix Use the Fix constraint to maintain the current position of a component that has not been fully constrained. This is helpful in cases where a component is partially constrained but the final degree of freedom is not explicitly defined In the figure shown, the ball end of the control arm is mated to the bottom of the housing socket but the final orientation is not defined. After moving the control arm to a random position, you can apply the Fix constraint to lock that position Common Uses for the Fix Constraint You can use the Fix constraint when you have intentionally assembled a component into position without fully constraining that position. The Fix constraint locks the component into the current position so that it does not move while you are working with other components in the design Module 1 | Page 2 © 2012 PTCPTCuniversity PROCEDURE - Constraining Components using Fix a= =~, Close WindowL_| _Erase Not Displayed ..# ie Assembly\Fix @pivot_contRot_Fix ASM Task 1: Position the PIVOT_ARM PRT and lock it in place using the Fix constraint. (J PvOT_CONTROL_FIKASH 1. Disable all Datum Display types. (GIPIVOT_BASE_BOTTOMPRT (J PivoT_8ase_TORPRT 2. Inthe model tree, notice the a Packaged Component icon next to PIVOT_ARM.PRT This icon indicates that the component is packaged or partially constrained. 3. Edit the definition of PIVOT_ARM PRT. Notice in the dashboard that the constraint STATUS is also shown as Partially Constrained 4. Press CTRL+ALT and middle-click to move the component in its remaining degrees of freedom You can move the component to any position 5. After positioning the component, right-click and select New Constraint in the graphics window 6. Inthe dashboard, select Fix a from the drop-down list. 7. Notice that the constraint STATUS is now Fully Constrained 8. Click Complete Component W. 9 You can also apply the Fix constraint to your model by right-clicking in the graphics window. The Fix option is located just below the New constraint in the pop-up menu This completes the procedure ©2012 PTC Module 1 | Page 3PTCuniversity Constraining Two Coordinate Systems using Coincident The Coincident constraint enables you to position a component in an assembly by aligning coordinate systems. Figure 1 —The Coord Sys Constraint Figure 2 - Select Two Coordinate Figure 3 — Coordinate Systems Systems Axes are Aligned Constraining Two Coordinate Systems using Coincident You may use the Coincident constraint to position a component in an assembly by aligning its coordinate system with a coordinate system in the assembly. You position the component by aligning any corresponding axes of the selected coordinate systems Because each of the three coordinate system axes are aligned, only one coordinate system on each part or assembly is required to fully constrain a component During the assembly process, you can select coordinate systems in one of the following four ways: + From the graphics window. + From the model tree + Using the Search tool + Creating them on-the-fly Module 1 | Page 4 © 2012 PTCPTCuniversity Common Uses for the Coincident Constraint Using Two Coordinate Systems You can use the Coincident constraint on two coordinate systems in a variety of situations, some of which are as follows: + In an assembly created using top-down design techniques, component position is often defined using coordinate systems prior to completion of component designs In some industries, it is common to create designs using a single common coordinate system. You can use coordinate systems to position components in the design's common coordinate system When you position components in complicated orientations defined by multiple offsets, angles, and cylindrical or spherical coordinate positions ©2012 PTC Module 1 | Page 5PTCuniversity PROCEDURE - Constraining Two Coordinate Systems using Coincident may Close Window Erase Not Displayed i.# co Assembly\Coordinate_Systems Epivot_conTRoL. asm Task 1: Position the PIVOT_ARM PRT using a Coord Sys constraint 1. Enable only the following Datum Display types: 38 2. Edit the definition of PIVOT_ARM-PRT. Notice the constraint STATUS is No Constraints 3. In the dashboard, select Coincident L_ from the drop-down list 4. Select both coordinate systems named ARM_ASSY_REF 5. Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained 6. Click Complete Component W. (Because a coordinate system defines orientation in the X, Y, and Z directions, only one coordinate system Coincident constraint is required to fully define a component's position Module 1 | Page 6 © 2012 PTCPTCuniversity Task 2: Change the orientation of the PIVOT_ARM PRT 1. Inthe model tree, click Settings > Tree Filters... 2. Under Display, select the Features, Placement folder and Annotations check boxes Click OK 4. In the model tree, right-click the coordinate system ARM_ASSY_REF and select Edit 5. Double-click the 25 degree X value. Edit the value to -25 and press ENTER 2 6. Click Regenerate #2 from the Operations group This completes the procedure ©2012 PTC Module 1 | Page 7PTCuniversity Constraining a Point on a Line using Coincident The p on line constraint enables you to position a component by fixing a point or vertex onto an edge, axis, or datum curve. Figure 1 — Select Vertex and Curve Figure 2 —Point on Edge Constraint Figure 3 — Vertex on Curve Position Constraining a Point on a Line using Coincident Coincident can be used to constrain a point on a line or a point or vertex to an edge, axis, or datum curve. In the figure, the vertex at the end of the push pin is constrained to the curve in the slider model. As the slider moves, the push pin follows the curve Coincident Constraint Common Uses for a Point on Line Coincident is used on a point on line constraint in a variety of situations, some of which are as follows + To position a contact location between a point and a path, defined by a curve or edge + To constrain a component vertex onto a model edge: + To assemble a component to framework or skeleton geometry. Module 1 | Page 8 © 2012 PTCPTCuniversity PROCEDURE - Constraining a Point on a Line using Coincident Close WindowL_] _Erase Not Displayed i. # %y e Assembly\Point_on_Line fJPNT_ON_LINE ASM Task 1: Position the FIXTURE_PUSH_PIN PRT using a Point on Line constraint. Disable all Datum Display types. Edit the definition of FIXTURE_PUSH_PIN PRT. Notice that because the vertical orientation of the component has not been defined, the constraint STATUS is Partially Constrained Select the vertex at the end of the FIXTURE_PUSH_PIN.PRT and Curve:F6 from the FIXTURE_SLIDE PRT. It is important that Curve Feature 6, not the model edge, is selected as the assembly reference. Because this curve is a Composite Curve, the Coincident constraint remains connected along its entire length as it transitions from one entity to another. s a Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained. Click Complete Component W. ©2012 PTC Module 1 | Page 9PTCuniversity Task 2: Pattern the FIXTURE_PUSH_PIN PRT and edit the assembly. 1. Inthe model tree, right-click the FIXTURE_PUSH_PIN-PRT and select Pattern. 2. Click Complete Component W. 3. In the model tree, right-click FIXTURE_SLIDE PRT and select Edit. 4. Double-click the § value. Edit the value to -20 and press ENTER ae 5. Click Regenerate {= from the Operations group Notice that because of the new constraint, the FIXTURE_PUSH_PIN.PRT stays connected to the curve as the slide moves This completes the procedure Module 1 | Page 10 © 2012 PTCPTCuniversity Constraining a Point on a Surface using Coincident Using Coincident with a P on a Surface enables you to position a component by fixing a point or vertex onto a surface or datum plane. Figure 2 — Select Vertex and Figure 1 — The Automatic Constraint Surface Figure 3 — Point on Surface Position Constraining a Point on a Surface using Coincident Coincident can be used to constrain a point on a surface. You can use part or assembly datum points, surface features, datum planes, or solid surfaces for constraint references Coincident Constraint Common Uses for a Point on Surface Coincident is used on a point and surface in a variety of situations, some of which are as follows + To position a contact location between a component vertex and the surface of another component + To fix a component datum point to a design datum or surface ©2012 PTC Module 1 | Page 11PTCuniversity PROCEDURE - Constraining a Point on a Surface using Coincident may Close Window Erase Not Displayed i.# co Assembly\Point_on_Surface MICARBURETOR_PNT.ASM Task 1: Position the IDLE_SCREW_PNT PRT using a Coincident constraint. Disable all Datum Display types 2. Edit the definition of IDLE_SCREW_PNT.PRT. Notice that because the depth position of the component has not been defined, the constraint STATUS is Partially Constrained 3. Select the vertex at the end of the IDLE_SCREW_PNT.PRT and the facing surface on CONTROL_ARM.PRT 4. Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained 5. Click Complete Component W. 6. From the In Graphics toolbar, activate Named Views LF, and select TOP 7. In the model tree, right-click CONTROL_ARM PRT and select Edit. 8. Double-click the 65 value. Edit the value to 90 and press ENTER Module 1 | Page 12 © 2012 PTCPTCuniversity ae 9. Click Regenerate #2 from the Operations group 10. Notice how the IDLE_SCREW_PNT.PRT maintains contact with the CONTROL_ARM PRT and moves accordingly This completes the procedure ©2012 PTC Module 1 | Page 13PTCuniversity Constraining an Edge on a Surface using Coincident The Edge on Surface constraint enables you to position a component by fixing a linear edge to a planar surface or datum plane. forces Figure 1 - Select Surface and Edge Figure 2 - Edge on Surface Constraint Constraining an Edge on a Surface using Coincident Use the Coincident constraint to constrain a linear edge to a planar surface The surface reference can be a datum plane, surface feature, or solid surface Coincident Constraint Common Uses for an Edge on a Surface Coincident is used with an edge on surface constraint in a variety of situations. The most common situation is when you place the edge of a component onto the surface of another component. This method is especially helpful when you design fixtures and sheetmetal products, because both products typically contain many linear edges and planar surfaces Module 1 | Page 14 © 2012 PTCPTCuniversity PROCEDURE - Constraining an Edge on a Surface using Coincident a= m, Close WindowL_] _Erase Not Displayed i. # e Assembly\Edge_on Surface [I RATCHET. ASM Task 1: Position the RATCHET_ARM PRT using an Edge on Surface constraint. 1. Disable all Datum Display types 2. Edit the definition of RATCHET_ARM.PRT. Notice that because the rotational orientation of the component has not been defined, the constraint STATUS is Partially Constrained 3. Press CTRL+ALT and middle-click to spin the component so that it is close to the final assembly position shown io 4. Select the vertical edge of Fconcuert | RATCHET_ARM PRT and the im flat surface on the hex geometry of RATCHET PRT rd 5. Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained. 6. Click Complete Component W. WW this coincident constraint requires a linear edge or a curve to lie on a planar surface. Because the outer walls of the RATCHET PRT are drafted, the vertical edge on the RATCHET_ARM.PRT could not be constrained to any of the outer walls This completes the procedure ©2012 PTC Module 1 | Page 15PTCuniversity Constraining a Point on a Point using Coincident Using Coincident with a Point on a Point enables you to position a component by fixing a point or vertex onto another point or vertex. Figure 1 — Select Point and Point az A Figure 2—Point on Point Constraint Figure 3 — Constrained Spring Constraining a Point on a Point using Coincident You can use the Coincident constraint point on point option to position a point or vertex with another point or vertex. In the figure, the spring is positioned by constraining points at the attachment locations of the spring to the corresponding attachment points on the clutch shoes Coincident Constraint Common Uses for a Point on a Point Coincident is used with a point on a point constraint in a variety of situations, some of which are as follows + You can control component positions by aligning a vertex on one component with a vertex on another. You can use the point on point constraint when you assemble components to framework or skeletal type geometry that consists mostly of datum type features You can easily define attachment geometry without planar or cylindrical features using datum points and then positioning the points using the point on point constraint. Module 1 | Page 16 © 2012 PTCPTCuniversity PROCEDURE - Constraining a Point on a Point using Coincident %y Close WindowL_] _Erase Not Displayed i. # ie Assembly\Point_on_Point ®evutcu ASM Task 1: Position the CLUTCH_SPRING PRT using two Point on Point constraints. x: 1. Enable only the following Datum Display types x 2. Edit the definition of CLUTCH_SPRING PRT. Notice the constraint STATUS is Partially Constrained 3. Select datum point PNT1 on the CLUTCH_SPRING PRT and datum point SPRING1 on the CLUTCH_SHOE_L.PRT 4. Press CTRL+ALT and middle-click to spin the a component into a better position i 5. Right Click and select New A Constraint 6. In the dashboard select Coincident from the drop-down list 7. Select point PNT2 on the CLUTCH_SPRING PRT and SPRING1 on the CLUTCH_SHOE_R PRT 8. Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained. 9. Click Complete Component W. This completes the procedure ©2012 PTC Module 1 | Page 17PTCuniversity Creating a Tangent Constraint using Auto Constrain The Tangent constraint enables you to position a component by constraining two surfaces at their point of tangency. Figure 2 — Initial Contact Position Figure 1 — The Tangent Constraint Figure 3 — Position After Edit Creating a Tangent Constraint using Auto Constrain The Tangent constraint can be selected automatically or manually. It is used to position the contact point of two surfaces at their point of tangency. This placement constraint causes the contacting surfaces to face each other. It is important to understand that this constraint does not align them Common Uses for the Tangent Constraint You can use the Tangent constraint in a variety of situations, some of which are as follows + Acontact point between a cam and its actuator. + Any design in which a cylindrical, spherical, or conical surface has a tangent contact with a planar surface [GJ __ The Tangent constraint creates references from one surface patch to another. The Tangent constraint does not automatically transition from one surface patch to another to show cam and actuator type motion. You can address more complicated assembly cases using datum features within Creo Parametric or with mechanism constraint types in Creo Mechanism Dynamics Extension Module 1 | Page 18 © 2012 PTCPTCuniversity PROCEDURE - Creating a Tangent Constraint using Auto Constrain a= m, Close WindowL_] _Erase Not Displayed i. # ie Assembly\Tangent McarBuRETOR_TAN ASM Task 1: Position the CONTROL_ARM-PRT using a Tangent constraint. 1. Disable all Datum Display types 2. Edit the definition of CONTROL_ARM.PRT. Notice that because the rotational orientation of the component has not been defined, the constraint STATUS is Partially Constrained 3. Select the ball end of the IDLE_SCREW.PRT and the facing surface on CONTROL_ARM PRT a [Gute constrain has Tangent selected for the constraint type 4. Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained. 5. Click Complete Component W. ECoinciert] 6. From the In Graphies toolbar, activate Named Views Cir and click TOP IDLE_SCREWPRT and select i] 8. Double-click the 0 value. Edit the 7. In the model tree, right-click Edit. value to 6 and press ENTER ©2012 PTC Module 1 | Page 19PTCuniversity ae 9. Click Regenerate = from the Operations group 10. Notice how the CONTROL_ARM.PRT maintains tangency with the IDLE_SCREWPRT and moves accordingly This completes the procedure Module 1 | Page 20 © 2012 PTCPTCuniversity Configuring Constraint Sets with Parameters You can create multiple constraint sets for a given component. Multiple constraint sets PTC_comsTRaMt_SeT + Alternate assembly positions + Parameter: PTC_CONSTRAINT_ SET Maar Poorest = Active set by default we = Edit to alternate set Peano Teoncoort + Can be varied in Family Table Figure 1 — Constraint Set in Model Tree Figure 2 — First Constraint Set Figure 3 — Second Constraint Set Configuring Constraint Sets with Parameters You can create multiple constraint sets for a given component, as shown in Figure 1. The constraint sets can be enabled or disabled to assemble components into alternate positions. When more than one constraint set is created, a feature parameter called PTC_CONSTRAINT_SET is created for the component, and the PTC_CONSTRAINT_SET parameter is set as the active constraint set by default You can edit the parameter value to activate an alternate constraint set. The parameter can then be varied in a family table to create different variations, as shown in Figure 2 and Figure 3 ©2012 PTC Module 1 | Page 21PTCuniversity PROCEDURE - Configuring Constraint Sets with Parameters may Erase Not Displayed i.# Close Window co Advanced_Assembly\Constraint_sets [J oritt_cHucK ASM Task 1: Configure a second constraint set. 1. Disable all Datum Display types 2. Inthe model tree, click Settings ‘Il * > Tree Filters 3. Enable Placement folder in the Model Tree Items dialog box and click OK 4. Right-click KEY_BASE PRT in the model tree and select Edit Definition 5. Select the Placement tab in the dashboard Select Set1 and disable Set Enabled Click New Set. Select the set named Set6 and type Set2 in the Set Name field Drag KEY_BASE PRT out of the model o©anrne 10. Click 3D pragger Din the dashboard to disable the 3D Dragger. 11. Select the surfaces shown. 12. Click New Constraint 13. Select the surfaces shown Module 1 | Page 22 © 2012 PTCPTCuniversity Select the first constraint, Angle Offset. Edit the Constraint Type to Coincident and click Flip Click Complete Component W. 17. Inthe model tree, click Settings * &B a Model Tree w-A- > Tree Columns 7) HY + 18. Edit the Type to Feat Params .COSTHANT. SEF Gm _cruck asm 19. Type PTC_CONSTRAINT_SET =F Jtivni in the Name field, click Add Grerancene sez Column 3°, and edit the Width to 14 20. Click OK 21. In the model tree, edit Set2 to 22 Set1 16 Click Regenerate i= Task 2: Configure the constraint set parameter in a Family Table In the ribbon, select the Tools tab Click Family Table Ed from the Model Intent group Pat Click Insert Instance #5" in the Family Table dialog box Edit the instance name to DRILL_CHUCK_SET2 + Click Add Cotumns Hf Select Parameter from the Add Item section of the Family Items dialog box Select Component from the Look In drop-down list and select KEY_BASE PRT Select the PTC_CONSTRAINT_SET parameter. Click Insert Selected and then click Close. Click OK in the Family Items dialog box ©2012 PTC Module 1 | Page 23PTCuniversity 11 Edit the instances as shown 13. 14 Select the DRILL_CHUCK_ SET2 instance row and click Preview Instance Oo Click Close. Click OK PREVIEW x Instance: DRILL_CHUCK_SET2 Close This completes the procedure Module 1 | Page 24 © 2012 PTCPTCuniversity Module 2 Creating and Using Component Interfaces Module Overview Component interfaces are user-defined sets of constraints and references that are stored with a model and used to quickly place that component during an assembly operation. After you define an interface, you can use it whenever you place the component in an assembly. Adding component interfaces to an organization's standard components increases assembly productivity, enabling faster and more accurate component placement The same functionality used in component interfaces is also used to place components using Copy and Paste, Repeat, and Auto Place Objectives After completing this module, you will be able to * Create and use a placement component interface * Create and use a receiving component interface + Create a component interface using the Save As Interface dialog box + Auto place components in an assembly. + Copy and paste components within assemblies + Repeat the placement of components within an assembly. ©2012 PTC Module 2 | Page 1PTCuniversity Understanding Component Interfaces Component interface features contain stored constraints and references used to assemble components more et Elements of a component interface: * Interface Name * Interface Template * Interface Type, Placing or Receiving + Constraints and References } Chamfer1 > G7 Edrude 1 > Insert Here ¥ @ Footer ¥ @ INTERFACES > [Bg PLACING_1 > By PLACING _2 Figure 2 — Constraints and References in the Model Tree ntly. Figure 1 — Constraints and References on the Model Serrsgevoue) | NTP ‘Stovcnaon | [Town Coster Figure 3 — Constraints and References in the Dialog Box Understanding Component Interfaces Component interfaces are user-defined sets of constraints stored in a model and used to quickly place components during assembly operations. After a component interface is defined, you can reuse it during any assembly operation You can add Component Interface features to part or assembly models. Like any feature, component interfaces appear in the model tree, have their own identifying icon, and can be edited Elements of a Component Interface Aunique set of elements are used to define + Interface Name — Used to identify and select the component interface. Interface Template — Used to create interfaces with mechanism connection sets PlacementiReceiving Interface — Determines if the component interface is used for placing the component or receiving another component The Either type interface can be used for either placing or receiving a component interface Figure 4 — Elements Module 2 | Page 2 © 2012 PTCPTCuniversity + Constraints — Each component interface PLAGNG_4 Placement contains a set of predefined constraints Samed that are applied when using the interface SurtFHFEVOLVE_1) | consrat + References — Each component interface oS New Constraint TLcoinei contains selected geometry, corresponding to each constraint in the interface Figure 5 — Constraints and References + Dependent — Select Dependent to ensure that Offset types (Coincident Orient, Offset) and orientations (Mate, Align) cannot be changed (B__|fyou delete a component interface, any components referencing the interface fail to regenerate and you are required to select new references Creating a Component Interface Component interfaces are created explicitly using the Component Interface dialog box or on-the-fly by saving a component's existing set of assembly constraints se Khawie snapping, Save as Interface x Name | PLACING 1 Flip Constraint Description New Constraint Fix Constraint Assumptions Caneel Save asinterface [3 Figure 6 — Dialog Box Figure 7 — Save as Interface Placing Components using Component Interfaces When placing a component containing an interface, the placement dashboard presents you with the following placement options: + Interface to Geom — Place a component 7 5 containing an interface in an assembly without Interface To Geom jw a receiving interface. You are required to select matching references from the assembly. Mrgure eterface ©2012 PTC Module 2 | Page 3+ Interface to Interface — Place a component containing an interface in an assembly containing a receiving interface. To position components, you click one or more white circles. Each circle represents a receiving interface Multiple Interfaces — When the component being placed contains multiple component interfaces, the default is used unless you select another interface from the drop-down list. Place Manually — Click Place Manually [Lz from the dashboard to assemble a component without using an existing interface PTCuniversity Interface To Geom ¥ Interface To Geom Interface To Interface), Figure 9 — Interface to Interface INSERT_MATE ’ NSERT_WATE userr ware oFFser [} Figure 10 — Multiple Interfaces ie) Figure 11 — Place Manually Module 2 | Page 4 © 2012 PTCPTCuniversity Using a Placing Component Interface You use a Placing Component interface when inserting a component into an assembly. Placing Component Interface a : + Interface Name Se nanmlemetnomes + Component Constraints 1 + Component References ectenee 2 Chamfer 1 scrim » qf) Extrude 1 Sac > Insert Here epee Figure 1 — Dialog Box vy @ INTERFACES: » [Bg PLACING_1 > [BY PLACING 2 Figure 2— As S the Model T toure esas seenin ine Mogs| ire Figure 3 — References and Constraints Understanding Placing Interfaces You use Placing Component interfaces to save constraints and associated references that you typically use to assemble a component. Each time you assemble that component, the constraints and references of the component interface are preselected, enabling a more efficient assembly process These interfaces are typically added to standard hardware components so that you can easily and quickly place them in assemblies The Either type interface can also be used as a Placing interface. The Either type interface behaves as a Placing interface when it is inserted into an assembly. The Either type also behaves as a Receiving interface when components are added to it. While flexible, this behavior may or may not meet your needs Placing Interface Feature Location By default, both the Placing and Either component interfaces are created in the Interfaces folder, found in the footer of the model tree. To move an interface from the footer, select it in the model tree, right-click, and select Move from footer. Designate Default Ifa model contains more than one Placing or Either interface, the first one created is the default interface. The default interface is the interface first used when the component is placed in an assembly. You can select the other interfaces of a component from the drop-down list in the assembly dashboard To designate another interface as the default, select the feature in the model tree, right-click, and select Set Default. ©2012 PTC Module 2 | Page 5PTCuniversity Using a Placing Interface When you assemble a component with a Placing interface in a model that does not contain receiving interfaces, the constraints and associated references of the component interface are automatically selected. This is an Interface to Geometry assembly, and you are only required to select corresponding reference geometry from the assembly model Ifa component contains multiple interfaces, select the interface you would like to use from the interface list in the assembly dashboard If you do not want to use any of a component's interfaces, select Place Manually Les from the dashboard Module 2 | Page 6 © 2012 PTCPTCuniversity PROCEDURE - Using a Placing Component Interface a= =~, Close WindowL_| _Erase Not Displayed ..# e Assembly\interface Placing LJ pLaciNG_BOLT PRT Task 1: Create a Placing Component interface 1. Disable all Datum Display types —— * 2. Inthe model tree, click Settings | "pares omen Sins mes > Tree Filters... partum 3. Under Display, select the reer Features, Placement folder and Annotations check boxes 4. Click OK 5. Click Component Interface [Esl from the Model Intent group Type insert_mate as the interface name Notice the Interface Template drop-down list contains only Mechanism connection sets Select Placing from the Placement/Receiving Interface drop-down list. v [x At any time, you can edit the interface properties defined by clicking the interface name in the upper-left corner of the dialog box 6. Select the cylindrical surface of PLACING_BOLT.PRT as an Insert reference 7. Select the bottom of the bolt head as a Mate reference 8. Click Complete Feature W [B __ Both Coincident constraints were created using the Automatic constraint type. You can select specific constraint types from the Constraint Type drop-down list ©2012 PTC Module 2 | Page 7