Tutorial Catia V5

CATIA V5 Fundamentals
Notes:
CATIA Training
Foils
Copyright DASSAULT SYSTEMES
CATIA V5
Fundamentals
Version 5 Release 13
February 2004
EDU-CAT-E-V5F-FF-V5R13
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1
Progressive exercises
Reference to Master Exercises to be completed throughout the week (see EDUCAT-E-V5F-FX-V5R11 book)
Looking for info...
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Contact:
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Mail: dgj@ds-fr.com
Global offer and Complementary material:
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F1 for contextual help
How to Use this Guide?
Introduction screens
Skillets conceptual screens
Exercises
Summary
Notes:
How to Use this Guide?

What the student can find in the guide and how to use it during class /after:
TOC
Structure
Lessons,
Certification ad:
Getting certified... (www.3dplm.com/certification)
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Notes:
Table of contents
Getting Started with CATIA V5
Introduction to the CATIA Sketcher
Sketcher Geometry Management
Sketcher Geometry Creation
Sketcher Axis Creation
Sketcher Geometry Re-limitation and Transformation
Sketcher Geometry Modification
Sketcher Geometry Management Recommendations
Sketcher Geometry Exercises
Sketcher Constraints Management
Constraints Creation
Modification of Constraints
Relations Between Dimensions
Sketcher Constraint Management: Recommendations
Sketcher Constraints Exercises
p. 9
p. 46
p. 56
p. 58
p. 68
p. 71
p. 75
p. 78
p. 87
p. 96
p. 100
p. 103
p. 107
p. 110
p. 115
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Notes:
Table of contents
Sketcher Analysis Tools
Performing a Quick Geometry Diagnosis
Sorting Sketches by their Solving Status
Time to Practice
Introduction to Part Design
Basic Sketch Based Features
Creating Pads
Creating Shafts
Creating Holes
Creating Pockets
Creating Grooves
Sketch Based Features Recommendations
Sketch Based Features Exercises
p. 122
p. 124
p. 127
p. 133
p. 134
p. 141
p. 146
p. 149
p. 152
p. 155
p. 159
p. 162
p. 169
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Notes:
Table of contents
Basic Dressing-Up Features
Creating Drafts
Filleting
Chamfering
Threads and Taps
Shelling a Part
Basic Dressing Up Features: Recommendations
Dress-Up Features Exercises
Part Design Transformations
Duplicating Features
Moving Features
Part Design Transformations: Recommendations
Transformations Exercises
Part Design Modifications
Reordering Features
Modifying Features
Part Design Modifications: Recommendations
Time to Practice
p. 181
p. 183
p. 186
p. 194
p. 197
p. 201
p. 204
p. 210
p. 222
p. 224
p. 229
p. 236
p. 239
p. 248
p. 250
p. 253
p. 259
p. 263
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Notes:
Table of contents
Introduction to Assembly Design
Assembling Components
Creating a New Assembly Document
Adding Components
Assigning Components Properties
Saving an Assembly Document
Assembly Components Exercises
Positioning Components using Constraints
Freely Moving Components
Defining Assembly Constraints
Updating Assembly Constraints
Positioning Components Exercises
Analyzing an Assembly
Measuring an Assembly
Checking for Clash and Clearance
Editing Parts in an Assembly
Designing in the Context of an Assembly
Smart Move Viewer for Snapping
p. 264
p. 274
p. 276
p. 279
p. 287
p. 291
p. 296
p. 302
p. 306
p. 310
p. 328
p. 336
p. 342
p. 343
p. 350
p. 356
p. 359
p. 366
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Notes:
Table of contents
Working with Components
Deleting Components
Duplicating Components
Symmetrical Sub-Assemblies
Replacing Components
Restructuring Components
Reordering Product Structure
Time to Practice
Introduction to Generative Drafting
Starting a Drawing and View Generation
Starting a enerative Drawing
Defining the Main Views
Additional View Generation
Adding Section Views and Cuts
Adding Secondary Views
p. 370
p. 371
p. 375
p. 382
p. 387
p. 392
p. 396
p. 401
p. 402
p. 409
p. 412
p. 417
p. 429
p. 430
p. 434
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Notes:
Table of contents
Editing Views Layout and Properties
Editing Views and Sheet Properties
Repositioning Views
Modifying Views
Modifying of Section Profiles
Finalizing the Drawing and Printing
Checking for Changes
Printing the Drawing
Dimensioning and Annotating
Dimensioning Introduction and Terminologie
Manual Dimensioning
Linear and Angular Dimensions
Radius and Diameter Dimensions
Chamfer Dimensions
Creating Thread Dimensions
Dimension System
Time to Practice
p. 440
p. 441
p. 445
p. 449
p. 452
p. 459
p. 460
p. 463
p. 469
p. 470
p. 473
p. 477
p. 485
p. 488
p. 490
p. 492
p. 498
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Notes:
Getting Started with CATIA V5

In this lesson you will learn the main concepts of CATIA V5.
You will become familiar with the CATIA V5 environment.
Lesson content:
Welcome to CATIA V5
Starting CATIA V5
CATIA User Interface
The Workbench Concept
The Specification Tree
Manipulating Objects
Objects Visualization
Saving and Closing Documents
Duration: Approximately 0.5 day
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Notes:
Welcome to CATIA V
You will have a brief overview of CATIA V5
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Notes:
CATIA V5, the New Generation

CATIA Version 5 is a completely re-engineered, next-generation family of
CAD/CAM/CAE software solutions for product lifecycle management.
Using native Windows features and innovative

technics, Version V5 is as natural to use as
working with the physical model in your hands.
Improving products through knowledge

driven design.
CATIA Version 5 combines the power of explicit

rules to guide you as an advisor expert in order
to reach optimum design faster
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Notes:
Friendly Interface
CATIA Version 5 has a stunning new interface, and new user-friendly features. It was
specifically designed to improve your efficiency.
Specification Tree andCompass to

accelerate your manipulations...
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Notes:
The Windows Philosophy

Traditional menu bars, standard keyboard
shortcuts consistent with the Windows
philosophy,(Ctrl+C,...), Copy-Paste, Drag &
Drop..
OLE integration to share data across
Windows applications...
As a Windows application, CATIA V5

can simply manage multi-documents:
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Notes:
The Action/Object and Object/Action Approaches

You can work as you like, the order of selection is up to you. You can either:
First select the object(s) to process,
then select the operation to perform
First select the operation to perform,

then select the object(s) to process
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Notes:
Knowledge
CATIA Version 5 assists you in making correct decisions and reaching optimum
error free design in a shorter period of time:
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Notes:
Starting CATIA V5
You will learn how to start CATIA V5
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Notes:
Starting CATIA Using the Start Menu (PC)
1
Click the Start menu
and keep the key
pressed
Roll over Program,

then to the right
Roll over CATIA,

then to the right
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Notes:
Starting CATIA Using the Contextual Menu (PC)
Click the right mouse

button MB3 to
display the
contextual menu
Release the key when

over CATIA Part
Roll over New then

to the right
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Notes:
Starting CATIA V5 Session on Unix Platforms

First Method: Using a command
1.
2.
Log on as a user
Enter the command:
/usr/DassaultSystemes/BXX/Os_a/Code/Command/catstart
Where OS_a is : aix_a;

hpux_a;
XX is : CATIA Version
irix_a;
solaris_a
Second Method: Using CATIA V5 icon

1.
2.
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4
Log on as a user
On desktops (AIX; HP-UX and Sun Solaris), open the
application Manager
Open the CATIA directory
Double-Click the CATIA V5 icon
Third Method: Using Document Icons
1.
2
3
Log on as a user
Locate the document icon using your File Manager
Double-Click the located icon to open the document and
activate the workbench used to create the document
originally
Part Design document icon

Assembly design document icon
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Notes:
You will learn and practice the basic concepts of CATIA user interface
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Notes:
What about CATIA User Interface ?
Some Key features:

Multi-document support
Standard and specific menus & toolbars (File,
Edit, Insert...)
Standard manipulations (Copy-Paste, Drag &
Drop, Edit in place...)
Intuitive (Highlighting, copilot, cursor
shapes...)
Contextual menu (MB3)
Specification Tree including all technological

features, constraints, relationships ...
Workbenches and associated toolbars ...
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Notes:

Icons to minimize,
maximize, or close
windows
Menus
Window of
active
document
Tree
Icon of the active

workbench (here Part
Design)
Toobars of the active
workbench
...
Tree scrollbar
Double arrows
mean there are
more toolbars.
Drag the >> sign to
move unseen
toolbars
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Menus and Toolbars

Toolbars provide a quick access to
tools which are also available in
menus
Notes:
Use the View menu

to activate toolbars
Toolbars that are checked

are accessible. Others are
hidden.
Double arrows
mean there are
more toolbars. Drag
the >> sign to move
unseen toolbars
Drag the separator

to move the toolbar
anywhere
Click [x] to
close the
toolbar
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Notes:
How to Use Dialog Boxes ?

Dialog boxes provide parameters for the definition of features. They are standardized
and easy to use
Click the question mark and select a field to get help
Ex: if you double-click on a hole you will get the Hole
Click the cross to close the dialog box
Definition dialog box
Name of the task
Select a tab to define particular parameters
Select an option in the drop down list
Key in a value or click up and down arrows
Fields not selectable (locked)
Select the button to activate the action
Click the check box to activate the option

Inactive field
Click OK to confirm
Click Cancel to quit the function
Click Preview to pre-visualize the result
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Notes:
You will learn how to access workbenches
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Notes:

Each discipline (Mechanical Design ...) offers a wide range of Products organized
in Workbenches.
Mechanical Workbenches
l Part Design To design parts
l Sketcher To sketch 2D profiles
l WireFrame & Surface To Enrich existing
mechanical part design with wire frame features
and basic surface features
l Assembly Design To Easily establish
mechanical assembly constraints, automatically
positions parts and checks assembly consistency
l Generative & Interactive Drafting To

Generate drawings from 3D part and assembly
designs and make pure 2D drawings
l Sheetmetal Design A very intuitive and
productive environment to design sheet metal
parts
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Notes:
Accessing a Workbench
You can access any standard workbench using the Start menu.
To access the Assembly Design
workbench,
Start CATIA, then select the
Start menu and choose
Mechanical Design then
Assembly Design
Assembly Design
Workbench icon
Two ways to access a workbench :

Using the Start menu
or
Selecting File / New :
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Notes:

You will learn different ways to select, manipulate, and view objects using the
Mouse
You will become familiar with the Specification Tree
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Notes:
What About the Specification Tree?

CATIA V5 provides you with a generic specification modeler allowing you to
view and modify objects (features, sketches, )
The hierarchy of features is called the Specification Tree. Its structure varies
with the type of document being edited.
Part Number
Design Process:
Pad.1 before Pocket.1
1
2
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Action
Shift+
Or
Click anywhere on the tree structure to activate

or deactivate it.
Drag and drop the tree structure with the left

button of the mouse.
Expanding/Collapsing
the Tree
Click on + to expand the tree and on to

collapse the tree.
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Click on the F3 key to hide or show the tree.
Moving
the Tree
Description
Hiding
the Tree
Notes:
Manipulating the Tree
Activating/Deactivating
the Tree
Notes:
Manipulating Objects
You will also learn how to take advantage of the compass to manipulate objects
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Notes:
What is the Compass ?
The compass is a powerful tool to move and

manipulate objects, especially in the Assembly
Design, Freestyle, and Digital Mockup
products
Base of the compass

(or privileged plane)
Default is XY plane
When to use it ?
The default orientation of the compass
is parallel to the reference XYZ axis
system
The default location of the compass is
the top right corner of the screen
To Pan, Rotate Geometry in 3D

To deform surfaces like patches and define cutting
plane in Freestyle
To move components in an assembly and in Digital
Mockup
To move and rotate elements in the Sketcher, parallel
to the sketch plane
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Notes:
Moving Objects with the Compass

Rotation
1 Select one of the compass axis or plane
About Z
Drag the cursor.

The geometry moves accordingly
Translation
About Y
Free rotation (Similar to

rotating with the mouse)
Just grab the top point of the
compass and move it
XZ translation
X translation
Z translation
Normal to compass axis

(Similar to Normal View)
Just select the desired letter (x, y
or z)
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Notes:
Selecting Objects with the Mouse

Simple Selection :
To select an object you press the left button of the
mouse, also called mouse button 1 (MB1)
Selecting Geometry or Tree Features :

You can either select an object (or several
objects) geometry or its corresponding feature in
the tree.
Selecting the geometry will highlight the tree
feature(s) and vice versa
Multi-Selection:
The standard way: [Ctrl] key
Trapping objects:
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Notes:
Moving Objects with the Mouse

cursor
Panning
Zooming
Rotating
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Notes:
Objects Vizualisation
You will learn how to hide and redisplay objects, and the different render style of
CATIA V5
From Visible ...
... To Invisible Space

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Notes:
When to Hide Elements?

You will hide elements to clarify the visualization temporarily, in 3D or in the Sketcher, or
to get rid of construction elements but still keep them accessible
Examples
Construction elements
Sketcher elements
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Notes:
Hiding/Displaying Elements
You can hide construction elements, and 3D elements seen in the Sketcher... for better
visualization and redisplay them later
You can quickly hide element(s)

by right clicking them in the tree
(right mouse button) and selecting
the Hide/Show option in the
contextual menu
You can quickly redisplay an element by

right clicking on the element in the tree
(right mouse button) and selecting the
Hide/Show option in the contextual menu
Result: the selected elements are

hidden. The display is clearer...
... and icons of hidden elements

are dimmed in the tree
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Notes:
What are the Different Rendering Styles?

You will use material for realistic and nice pictures, shading
mode for regular work, and edges for easy selection, ...
Standard Styles
Customized Style
Customized
Shading (SHD)
Shading & edges
Wireframe (NHR)
Dynamic Hidden Lines

Removal (HLR)
Shading with edges &

hidden edges
You can customize the

viewing mode according
to your needs by quickly
applying viewing
parameters, especially
outlines and materials
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Notes:
Saving and Closing Documents
You will learn the different ways to save and close documents
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Notes:
What About Saving Documents ?

There are different ways to save CATIA documents.
When & Why?

You save documents:
after modifying them.
to create new ones.
Naming...
You save documents:

with the same name (to replace the initial document).
under a new name (to create a new document).
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Notes:
Saving a Document with the Same Name

There are different ways to save changes made in a
document. You can also save an existing
document to create a new one
Saving an existing
document
The document is
saved in the same
folder with the same
name
Shortcuts
Press [Ctrl] and [s]

keys
simultaneously
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Notes:
Saving a Document with a New Name

This procedure creates a new document
1. Browse the file and select the directory

where to store the document
Saving a document for
the first time
2. Give a name to the new document to

create
3. Click Save button to confirm
Saving a document to
create a new one
(Creates a copy)
Here, the document is stored in the same folder with a new

name.
It is a CATPart type document (Part Design workbench)
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Notes:
Closing a Document
1
Click on File >

Close...
... or on the Close
icon of the document
window
If changes have been made but not

saved, a pop-up window asks you
if you want to save changes
Click on Yes, to save the changes,

Click on No to close the document without saving the changes,
Click on Cancel to keep the document open.
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Notes:
To Sum Up ...
This concludes the lesson on the introduction to CATIA V5.

You have learned :
How to start CATIA
The CATIA V5 user interface
The Objects Manipulations
The Objects Visualization
How to save and close CATIA V5 documents
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Notes:
Introduction to the CATIA Sketcher
You will become familiar with the CATIA V5 Sketcher Workbench
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Notes:
What is a Sketch ?
To begin a new part, a 2D profile is needed.
The 2D profile can be parametrized by

constraints.
The Sketcher is a 2D dimension workspace:
the elements created within the Sketcher are
exclusively 2D WIREFRAME elements.
Back to the 3D space, the elements created
in the Sketcher are seen as a single entity:
the SKETCH.
This Sketch can be the base profile of most

of the Part features.
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Notes:
The Sketch Support

The sketch support MUST be PLANAR.
You can create a Sketch either on a plane or on a planar face of an existing geometry:
Sketching on a Plane:
-Any plane can be the support of a Sketch
-If needed, you can create planes dedicated to
sketches
-The Sketch Origin is the Plane Origin
Sketching on the Face of an Existing Feature:
-The face of the feature must be planar

-The Sketch is linked to the Feature on which it is created
Note: It is better to create the sketch on a

stable support.
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Notes:
Sketcher Workbench (1/2)
Select Start > Mechanical

Design > Sketcher then select a
plane or a face on an object
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Notes:
Sketcher Workbench (2/2)

You can also access the Sketcher by selecting the Sketcher icon from any Workbench where it
is possible to do a sketch.
If you want to create a Sketch by specifying its 3D position and orientation, you have to select the
Sketch Positioning icon.
A dialog box where you can define the Absolute Axis

System appears. If you create a Sketch, it will be
positionned regarding to this System.
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Notes:
The Sketcher Environment

Once you are in the Sketcher Workbench, you are in an environment built
to facilitate the creation of the 2D Profiles:
The Grid:
-The Grid in the Sketcher Workbench guides you
while you create the profiles.
The Grid Parameters:
-The spacing of the grid can be set via the

Tools/Option menu:
Snap to Point:
-This tool Magnetizes the Grid so that the cursor of
your mouse always snaps to the points of the grid
Snap to Point
Inactive
Snap to Point
Active
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Notes:
Introduction to CATIA Sketcher:

Recommendations
You will learn about specific methods and recommendations on basic Sketcher
tasks.
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Notes:
Tips for working in the Sketcher (1/2)

While working in the Sketcher Workbench, here are a few things to consider:
The Screen Orientation:

- As a general rule, it is recommended that the screen be oriented parallel to the sketching plane you are
in. This will happen automatically provided the options panel is set as shown.
When you exit the Sketcher, the screen will immediately return to the previous orientation.
The Normal View ICON:
- While in the Sketcher, you may sometimes inadvertently rotate the part, causing the screen to be no
longer parallel to the sketching plane. If this occurs, you select the Normal View ICON, and the screen
will again be positioned parallel to the sketching plane.
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Notes:
Tips for working in the Sketcher (2/2)

The Normal View ICON, continued:
- In addition, if you desire to invert the orientation (look at the sketching plane from the other side), you
can select the Normal View ICON an additional time.
Sketching in 3D:
- Even though you will be creating 2D sketched

geometry, all geometry in 3D space is accessible.
This will mean it will be possible to constrain the
2D geometry to features not in the same sketching
plane. You can rotate the part, use any geometry,
then select the Normal View ICON to return the
display to being parallel to the sketching plane.
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Notes:
To Sum Up
This concludes the introduction to the Sketcher Workbench.
You have seen:
What is a Sketch
The sketch support
How to access the Sketcher Workbench
The Sketcher environment
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Notes:

Sketcher Geometry Re-limitation and Transformations
Sketcher Geometry Management Recommendations
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Notes:
Introduction
Geometry Creation:
In the sketcher workbench, tools are
dedicated to the 2D profiles creation:
Geometry Re-limitation:
These profiles can be re-limited or

transformed:
Geometry Modification:
The 2D profiles can be modified
afterward, impacting the solid which is
based on the 2D profile:
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Notes:

You will learn how to create the Basic Sketcher Geometries:
Points
Lines and Curves
Circles
User Defined Profiles
Pre-defined Profiles
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Notes:
Points
Point types available in the Sketcher Workbench:
Icon
Description
Points by
Clicking
Create a point just clicking where you want it to be.
Points by
Coordinates
Create a point defining its coordinates in the 2D space of the Sketch.
Equidistant
Points
Create as many points as you want equidistantly distributed on an

existing curve.
Intersection
Point
Create the intersection point between two existing curves.
Projection
Point
Project an existing point onto an existing curve. The projection can be

normal to the curve or along a direction.
Note:
Each sketcher geometry is based on points. As a consequence, each time
you create a geometry in the sketcher workbench, points are implicitly
created:
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Notes:
Lines
Line types available in the Sketcher Workbench:
Icon
Geometry
Description
Create a line by clicking two points to define its
extremities.
Infinite Line
Create an infinite line defining its direction by

clicking two points.
Bi-tangent Line
Create a line tangent to two existing curves.
Bisecting
Line
Create a line bisecting to two existing lines.
Line Normal
to Curve
Create a line normal to an existing curve.
Line
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Notes:
Circles
Circle types available in the Sketcher Workbench:
Icon
Geometry
Description
Circle
Create a circle defining its center and its radius by

clicking.
Three Points
Circle
Create a point passing by three points.
Circle
by Coordinates
Create a circle giving the coordinates of its center

and its radius.
Tri-tangent Circle
Create a circle tangent to three existing curves.
Three Points Arc
Create an arc passing by three points, relimited by the

first and the last selected points.
Three points arc

starting with limits
Create an arc passing by three points, relimited by

the first and the second selected points.
Arc
Create an arc defining its center and the two limit

points.
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Geometry
2
Focus and summit selection
Relimiting points selection
Hyperbola
by focus
1
2
Focus and center selection
3
4
5
Summit and relimiting points selection
Spline
1
Create a Parabola selecting:

-The focus point
-The summit
-The relimiting points
Create an Hyperbola selecting:
-The focus and center points
-The summit
-The relimiting points
Create a spline curve passing

by as many points as you want.
End the spline by doubleclicking.
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Create an ellipse by selecting

its center point, and defining its
dimensions by clicking two
points.
Parabola by
Focus
1
Description
Ellipse
1
Notes:
Ellipse, Parabola, Hyperbola, and Spline
Icon
Conics
Geometry
2
Two point
conic with
end tangents
5
4
1
3
Five point
conic
Select two end points, select a

point which defines the
tangenct intersection, select a
mid point.
Four point
conic with
one tangent
Select an end point, define its

tangency, select the other end
point and its tangency, select a
mid point
Two point conic

with tangent
intersection
Select the two end points,

select two mid points, define
one tangency at first or last
point.
Select two end points, select
three mid points.
3
2
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Description
Notes:
Conics can be sketched in several ways. After the ICON is selected,

several conic tools appear in the Sketch Tools toolbar.
Icon
Parallelogram
2
Create an elongated hole defining a

segment as its axis, and defining its
thickness.
Cylindrical
Elongated Hole
Create a cylindrical elongated hole

defining an arc as its axis, and defining
its thickness.
Create a keyhole profile defining .
Keyhole
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Create a parallelogram defining two

consecutive corners, and a third corner
to give it thickness and angle.
Elongated
Hole
Create a rectangle defining two

consecutive corners to define its
orientation, and a third corner to give it
a thickness.
Create a rectangle clicking its two

opposite corners.
Description
Oriented
Rectangle
Notes:
Pre-defined Profiles
Icon
Geometry
Rectangle
Geometry
Centered
Parallelogram
3
1
Create a parallelogram by selecting two

lines (whose intersection defines the
center, and direction defines the
orientation), then one corner.
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Create a rectangle by clicking its center,

then one corner.
1
Create an hexagonal profile selecting

the center point and the shape size.
Centered
Rectangle
Description
Hexagon
1
Notes:
Pre-defined Profiles, continued
Icon
Notes:
User-defined Profiles
To create a user defined profile in the sketcher workbench, you have to:Start The
Profile, then Go on with the profile creation and finally end the profile
Steps in the
profile
Geometry
creation
Description
Start the
profile
Line
option
Three points
arc option
The profile can start with a

segment using the Line
option, or with an arc using the
Three points arc option.
Go on with
the profile
creation
Line option
Tangent Arc
option
Three
points arc
option
End the
profile
You can go on with the

profile using segments
(line option), or arcs
tangent (tangent arc), or
Arc non-tangent (three
points arc).
End an close profile by
selecting the first point,
end an open profile by
double-clicking.
Click on the first point to

end a close profiles
creation
Double-click to end an
open profiles creation
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Geometry
Intersect 3D elements with the sketch

plane.
The selected 3D element must
intersect the sketch plane.
2
3
Project the silhouette of a canonical

revolution element onto the sketch
plane.
The axe of the revolution

element must be parallel to
the sketch plane.
These sketch elements are linked to the 3D geometry they have been created from
.
You can use the following isolation tool to break this link:
Isolate
This tool allows you to isolate the elements created from 3D geometry from
their parent geometry (I.e. : a 3D geometry modification will not impact
anymore the sketch elements created from them).
67
67
Intersect 3D
Elements
Project 3D elements onto the sketch

plane.
Project 3D
Silhouette
Edges
Description
Project 3D
Elements
Notes:
Elements from 3D Geometry
Icon
Notes:
You will learn the method to create an Axis in Sketcher
68
68
Notes:
What is the Axis Used for?

An Axis element must be included
in a Sketch from which a Shaft or
Groove solid feature is created. The
Profile to be swept around this axis
must either be Closed or have its
endpoints Coincident to the axis.
An Axis drawn into a Sketch can

also be used (but not required) to
generate a Surface of Revolution. A
separate Line or Solid Edge can
also serve to specify the axis of
revolution. Also, the Profile need
not be Closed nor Coincident to the
axis in this case.
69
69
Notes:
Creating an Axis
1
2
In the Sketcher,
select Axis icon
Click the first

location for
starting point
of the axis...
then click the end

location
You will need axes whenever using a

symmetry command or creating a grove
or shaft.
Using the shaft

command on our profile
sketch, CATIA produces
a shaft using the axis we
defined
Axes cannot be converted into construction

elements
70
70
Notes:
Sketcher Geometry Re-limitation and

Transformation
You will learn how to re-limit and apply transformations on the elements of a
sketch:
Before Relimitations
After Relimitations
71
71
Notes:
Why Re-Limiting Geometry?
Sketcher Geometry re-limitation is used to re-limit the

solid derived from this profile: a re-limitation of the
sketcher geometry will also re-limit the solids based
on this geometry:
Note:
In general, geometry is seldom re-limited in V5.
72
72
Re-limitations
Icon
Geometry
Description
Create a corner shape between the 2
selected lines.
Chamfer
Create a chamfer between the 2 selected

lines.
Trim
Trim 2 curves and keep the part of the

curves you selected.
Break
Break a curve by selecting the break point.
Quick Trim
Trim the part of an intersected element by

selecting the part to remove.
Close
Close the selected arc.
Complement an
Arc
Creates a complementary arc.
73
73
Notes:
Corner
Transformations
Icon
Geometry
Symmetry
Moves the geometry by defining the

symmetry axis
Translate a geometry by defining the

translation vector.
Rotate
Rotate a geometry by defining the

rotation center and the rotation angle.
Scale
Scale a geometry by defining the

center of the scale operation and the
ratio.
Offset
Offset a geometry by defining the

offset value.
74
74
Description
Create a copy of a geometry by
mirroring about a symmetry axis
Notes:
Mirror
Translate
Notes:

You will learn how modify 2D sketch elements to propagate changes to 3D parts
Before Change
After Change
75
75
Notes:
Why Modify Profile Geometry?

Sketch-based features rely on profiles for their shape
Especially if defined with the proper constraints that represent the design
intent of the part, the profile geometry can easily be changed for
downstream design changes
Chamfer removed from sketch
Modified pad
Design change
Changing the sketch that defines a feature propagates that change
to all subsequent operations involving the feature
76
76
Notes:
Geometry Modifications
Editing and Modifying Geometry:
Just drag and drop the elements you
want to modify:
Or double-click the element you want to

modify to edit its parameters:
Deleting Geometry:
Like any other CATIA geometry, sketcher
elements can be deleted using the
DELETE key of the keyboard, or the
contextual menu right clicking on the
element to delete:
Or
77
77
Notes:

Recommendations
You will see some advice on how to use the tools of the lesson correctly
78
78
Notes:
Creating a Profile: What are the best tools to use ?

When creating a sketched shape, there are many tools that can be used.
An often asked question is should you use the Profile tools or should you create individual
elements and trim them to form the shape desired.
You could create
individual lines, then
use the trim tool to
create the final shape
desired:
For example, if you

wanted to create
this shape:
However, it is often advantageous (and MUCH faster), to create the shape using
the Profile tool (or the Predefined Profile tools) simply by clicking:
Profile tool
Click
Predefined Profile
tools
Click
Click
Click
Click
Click
Considering using individual points

or lines only when needed to
complete or modify a shape.
79
79
Notes:
How Complex should Sketches be ?

To create cornered or chamfered edges on features based on sketches, you
have two possibilities:
-Create a complex sketch including the corners and chamfers:
This kind of feature is updated faster, but complex

sketches are harder to edit and modify.
-Create simple sketches and add the corners and chamfers afterward:
It takes more time to update this kind of feature, but

corners and chamfers can be easily reorder,
deactivated or suppressed if necessary.
Considering these arguments, it is you to decide if the corners and

chamfers have to be included in the sketch.
80
80
Notes:
Which Should I Use - Sketcher Spline or 3D Spline ?

Since the 3D Spline Tool - available within the Wireframe&Surfaces (WFS) or Generative Shape Design
(GSD) workbenches - can also be used in a 2D manner (with Geometry on Support being a plane),
when should you use the Sketcher Spline and when is the 3D Spline more appropriate?
In general, use the Sketcher Spline to create
Sketches for generating solid Sketch-Based
Features. (Although Pads and Pockets can be
generated from 3D Splines)
Use the 3D Spline when you need more
control over the Spline - i.e. Tangent Tension,
Curvature Direction, Curvature Radius.
Surfaces can be generated from Splines

created by either method.
81
81
Notes:
Design Considerations (1/4)

Here are some modeling techniques to consider when creating a design:
1. Do not locate sketches/features to the edges of fillets or chamfers. This establishes a

relationship between the fillet or chamfer and the feature being created. If the fillet or
chamfer changes size, the feature may move without warning. If the fillet or chamfer is
deleted, an error will result which requires additional rework.
82
82
Notes:

2. When creating constraints in the sketcher to an
edge of the part while viewing the sketch in a normal
view, CATIA creates the constraint to the first edge.
This could use an edge of a fillet or chamfer as shown
here. A better alternative is to make sure the
constraint is made to a more stable feature (the face
of the part), not the edge.
Constraint created
in Normal view
uses this edge
Original Part
It is better to
use this face
Normal View
83
83
Notes:

3. When creating a hole, do not use a pocket created from a sketched circle. You should use
a Hole feature. Even though they appear the same, using a hole feature allows the it to
possess all the characteristics of a real hole, making the creation and modification easier. It
also allows the drawing view of the hole to automatically pick up the holes characteristics.
Round Pocket
Not Recommended
Hole Feature Recommended
84
84
Notes:

4. Even though a sketch can contain multiple domains, try to create a separate sketch for
each profile required. This will make future modifications easier.
Multi-domain Sketch
Two single
domain sketches
85
85
Notes:
The use of Construction Geometry

Construction geometry are elements created in the sketch to assist in the development
of the required profile. Construction geometry will not appear outside the Sketcher nor
will be used in the creation of any part feature.
Construction geometry is created anytime this
ICON is highlighted (it is located in the
Sketch Tools toolbar). Construction geometry is created in the same manner as all other sketched
geometry. An example of the use of construction geometry is shown here:
In this example, the construction of a

symmetrical shapes was aided by the
use of construction geometry.
Construction geometry
Construction geometry will

appear in dashed form.
An element can be toggled between a

construction element and a normal
element at any time by selected it, and
selecting the Construction/Standard
Element ICON.
86
86
Notes:
Sketcher Geometry Exercises

You will practice what you learned through short exercises illustrated by a
detailed solution.
20 min
Create a simple profile made up of Lines, Arcs, Symmetry and an Axis

Create one Pre-Defined profile: an Elongated Hole and one profile based on the
existing 3D geometry
Project 3D Elements into your Sketch, Trim your profile with Corners and
Chamfers
87
87
2- Lines
3- Symmetry
4- Axis
Final Part: CATSKE_Ex_Sketching_Simple_Profile_Final.CATPart
88
88
Notes:
Create a simple profile: process

1- Arcs
2- Create these profiles in a new sketch using Project 3D

Elements, Line, Arc and Rotate tools
Projected
Edges
Arcs
Pt1
Optional: Please check with your Instructor on any questions

for how to create a solid Pad and a Pocket from your profiles
Final Part: CATSKE_Ex_Sketching_Predefined_Profiles_Final.CATPart
89
89
Notes:
Creating Pre-defined Profiles: process

1- Create these profiles using Elongated
Hole and Rotate tools
Notes:
Elements from 3D Geometry: Process

Load: CATSKE_Ex_Recap_Operations_On_Profiles.CATPart
Pt1
1- Project the Splines from the Supports

2- Draw two horizontal lines through the projected Splines then trim with Corners and Chamfers
3- Optional: Extrude a Pad with your profile
90
90
Notes:
Create a Simple Profile: Recap

Arcs, Axis and Lines Creation
Mirror of the Geometry
Creation of a revolution solid from the

profile
91
91
Notes:
Creating Pre-defined Profiles: Recap

Elongated Holes Creation
Rotate Geometry
Creation of elements from 3D Geometry
92
92
Notes:
Elements from 3D Geometry: Recap

Creation of elements from 3D Geometry
Trim Geometry
Add corners and chamfers
Creation of a solid from the sketch
93
93
Notes:
Additional Reference Material

Additional information can be found in the following
reference material
Companion:
Skillets:
Profiles, Points, Lines, Splines, Circles and Arcs, Conics, Axis, Sketching
Pre-defined Profiles, Modifying Profile Geometry, Re-limiting
Operations, Transformation Operations, Offset, Operations on 3D
Geometry
Documentation:
Books:
Mechanical Design Solution
Sketcher Product
94
94
Notes:
To Sum Up ...
This concludes the lesson on the Geometry Management in the Sketcher
Workbench.
You have learned how to:
Create Basic Geometry using the sketcher tools

Re-limit and Transform existing geometry
Modify the geometry after its creation
95
95
Notes:
Sketcher Constraints Management
Sketcher Constraint Management Recommendations
96
96
Notes:
Why Constraints?
Without Constraints, geometry can be moved freely just by using the mouse to drag them. If Sketcher
profiles are moved, so do the solids that are supported by them. In the context of an assembly, if one
part moves, another part that is related to it may also move.
Although in CATIA V5 geometry will remain in place when put there, without Constraints any
subsequent movement of elements by the user may go unnoticed and affect Form Fit and Function of
entire assemblies.
Hence, Constraints serve to mathematically fix geometry in space.
They also can specifically relate one element to another and serve as visual feedback to the user on
what these relationships are.
After Constraints are created, they are easily modified by merely changing their values or placement.
From the ease at which Constraints may be modified and from the inherent downstream associativity
of V5, the user can quickly explore alternative designs.
Movement of 4 Unconstrained
Lines
97
97
Notes:
What are Geometric and Dimensional Constraints ?

Geometric constraints
A Geometric constraint specifies how a geometric elements
is positioned with respect to another one: coincidence
(located at the same place), concentricity, tangency,
perpendicularity or parallelism
Geometric constraint
Dimensional constraints
(here concentricity)
A Dimensional Constraint, one type of Geometric

Constraint, specifies the distance between two elements.
This distance can be specified as a linear
distance, an angular distance, or a radial distance depending
on the type of geometric elements involved
Dimensional constraint
(here distance)
A sketch with many constraints can quickly become unreadable. So, try to position the constraints correctly
to make the sketch readable.
98
98
Notes:
What Does Sketching in Context Mean ?

Sketching in context is using existing geometry to create new geometry
When sketching with CATIA V5 space geometry is visualized. You can use it
to guide your sketch
From rough to precise sketch
At first, the sketch has to only be made

to conform to the spatial intent i.e. the left
or right of a hole, on the inside or outside
of a pocket, on the top or bottom of a pad,
etc.
Later, the exact dimensions or precise
geometric constraints (concentricity,
parallelism, coincidence...) can be applied
to the sketch (or profile) to define it
precisely
3D geometry used to
sketch and constrain profiles
99
99
Notes:
You will learn how to add constraints to the elements of a sketch:
100
100
A fix element cannot be modified.
Coincidence
Makes one point of an element

coincident with another element.
Makes two arcs concentric.
Parallelism
Set tangency continuity between two

elements.
Makes two lines parallel.
Perpendicularity
Makes two lines perpendicular.
Horizontal
Makes a line horizontal (parallel to

the H axis of the sketch).
Vertical
Makes a line vertical (parallel to the V

axis of the sketch).
Tangency
These constraints can be set using these two icons:

Quick Constraint icon and
Constraint Define in Dialog Box
icon.
101
101
Description
Fix
Concentricity
Notes:
Geometric Constraints
Representation
Description
Distance
The distance between two elements

is calculated.
Length
The length of the constrained

element is calculated.
Angle
Calculates the angle between two

non-parallel lines.
Radius/Diameter
Gives the radius or the diameter of a

circle or an arc.
These constraints can be set using these two icons:

Quick Constraint icon and
Constraint Define in Dialog Box
icon.
102
102
Notes:
Dimensional Constraints
Representation
103
103
Notes:
Notes:
What Type of Modification Can be Done on Constraints?
All geometric and dimensional constraints may be deleted using the

Contextual Menu (third mouse button)
Values of dimensions may be

changed by double-clicking on
them
The type of Constraints applied on an

element can be modified by reentering the
Constraints Dialog Box and making
modifications there
The location of dimensions

and the extension lines can be
modified by dragging with the
left mouse button
A geometric or dimensional constraint

attached to an element (i.e. line, circle etc
) can be reconnected to a different
element. The geometry will change to
conform to the new Constraint setup
Pressing the Shift key when dragging a geometrical element modify automatically
the impacted constraint value without having to edit it
104
104
Notes:
Modification in the Constraint Dialog Box

1 Select the two lines linked
with the Perpendicularity
constraint
Select the Constraint

Dialog Box icon
4
Select a new
constraint eg.
Verticality
Deselect the
Perpendicularity check box
5 Click OK to Exit
105
105
Notes:
Reconnecting a Constraint
1 Double Click on the
Tangency Constraint
2
Click on More
6 Click OK to save and exit
5
Select the unassociated line in
the Sketcher window
Select the Line

component
4 Select Reconnect
106
106
Notes:
The objective is to create dimensional

constraints relatively to other ones
107
107
Notes:
What are Relations Between Dimensions?
Relations between Dimensions:

Dependencies can be established between dimensions
(For example, A=B+C/2)
Originally a part of the Knowledgeware set of products,
this functionality has been incorporated into the V5
infrastructure and is generally accessible from all
Workbenches.
In CATIA V5, in addition to relationships between

dimension values, dimensions can be made dependent
on other parameters such as Forces, Temperature, Time,
or Material Properties etc ...
108
108
Right-click on the dimension you

would like to be made dependent
Select the Edit Formula tool
Select the left corner dimension
The right corner will always have the same

value as the left one: it is driven by the left
corner value
109
109
Notes:
Creating a Relation Between Dimensions

1
Notes:
Sketcher Constraint Management:

Recommendations
You will learn about specific methods and recommendations on Sketcher

Constraint Management.
110
110
Notes:
Tips on initial sketch of geometry (1/2)

When you are sketching the initial geometry, here are a few things to consider to make
the creation of constraints go more smoothly:
Initial Size of Sketch:

- As you begin to create geometry for a sketch, try to create it reasonably close in shape and size to the
eventual final constrained sketch. This is because a sketch that is greatly different in size from the final
shape, will become distorted when the actual dimensional constraints are applied, making it difficult to
understand what is occurring.
Initial Sketch Two
different zoom factors
Final Sketch
As you can see, it is

hard to determine the
initial size visually, when
there may be different
zoom factors applied.
Observing the values in the Sketch Tools toolbar will help you to
understand the real size of the elements being sketched.
111
111
Notes:
Tips on initial sketch of geometry (2/2)

When you are sketching the initial geometry, here are a few things to consider to make
the creation of constraints go more smoothly:
Constraint Detection/Creation:
These settings in the Sketcher Options page control whether geometric constraints are detected
during the development of the initial sketch. You can control the types of things detected in the Smart
Pick panel. It is helpful to have most of these items always turned on.
This ICON controls whether geometric constraints are automatically created during the development
of the initial sketch. When geometry is fairly simple, it may be advantageous to have this ICON selected,
as this will help speed the finalization of the shape. However, with more complex geometry, having this
ICON chosen can lead to confusion and the potential for the creation of unwanted constraints.
This check box performs

the same task as
selecting the ICON.
112
112
Notes:
Tips on Constraint Creation

There are two tools to define the constraints on a sketch. Both can create both
geometric and dimensional types of constraints. It is suggested that while learning
constraint creation you use the following:
Geometric Constraints
Dimensional Constraints
However, as you become more skilled, it is more efficient to use the process below to
create all constraints:
Double-click
on this ICON
Selecting geometry creates

dimensional constraints
Selecting geometry, then
right-clicking creates
geometric constraints
113
113
Notes:
Controlling the Constraint Dimension Direction

When creating a dimension constraint on a profile, the dimension direction is
determined by the type of element selected. If the elements are points or circles, the
default dimensions direction is parallel to the line between the points or circle centers.
When creating a dimension constraint between two circles or points, you can force a
horizontal or vertical dimension orientation by right-clicking and choosing the desired
orientation.
114
114
Notes:
Sketcher Constraints Exercises

You will practice what you learned through short exercises illustrated by a
detailed solution.
10 min
Setting constraints using 3D Geometry

Setting constraints with relations
115
115
Notes:
Setting Constraints using 3D Geometry: process
Load: CATSKE_Ex_Recap_Setting_Constraints_1.CATPart
- Make the circle in your Sketch concentric to the cylinder on the Male part.
- Put a dimension on the circle.
- Dimension the rectangular profile with respect to the faces on the Male part
- Optional: Create the Female Pad from your profile
116
116
Notes:
Setting Constraints with Relation: process
Load: CATSKE_Ex_Formula_Start.CATPart
- Create a sketch based on the top face of the cylinder

- Create a circle in this sketch and add a concentricity constraint with the cylinder.
- Put a dimension on the circle.
- Add a formula linking the circle radius with those of the cylinder
- Optional: Create the Pocket from your profile
117
117
Notes:
Setting Constraints using 3D Geometry: Recap

Add a radius and length dimensions
Use constraints to position a sketch in

regards to a 3D part
118
118
Notes:
Setting Constraints with Relation: Recap

Use the face of a feature to create a
sketch
Add a concentricity constraints with a
cylindrical 3D feature
Create a formula between a sketcher

radius and a 3D parameter
119
119
Notes:

reference material
Companion:
Skillets:
Introduction to constraints, Modifications of Constraints, Relations
between Constraints
Documentation:
Books:
Sketcher Product
120
120
Notes:
To Sum Up ...
This concludes the lesson on the Constraints Management in the Sketcher
Workbench.
Create constraints in a sketch

Modify the constraints of a sketch
Create relations between constraints
121
121
Notes:
Sketcher Analysis Tools
Performing a quick geometry Diagnosis

122
122
Notes:
Why Analyzing Sketches ?

You may need to know if a sketch with constraints still posses degrees of freedom (Under
Constrained), if it is Iso-Constrained, Over Constrained or Inconsistent:
Under Constrained
(White)
Inconsistent (Red)
Iso Constrained (Green)
Over Constrained
(Purple)
You may also need to know if a profile is open or close since some sketch based features cannot be
based on open profiles:
123
123
Notes:
Performing a Quick Geometry Diagnosis
You will see how to display a Quick Diagnosis of a Sketch geometry.
124
124
The Sketch Status Definition dialog box is

displayed. It indicates the overall status of the
Sketch Geometry. In this case, the Sketch is OverConstrained.
On the Sketch and in the specification tree,

under-constrained and over-constrained
geometrical elements are highlighted and
iso-constrained elements are displayed in
different colour.
125
125
Click the Sketch Solving Status icon.
Notes:
Performing a Quick Geometry Diagnosis (1/2)

1
Notes:
Performing a Quick Geometry Diagnosis (2/2)

4 Click the Sketch Analysis icon in the dialog box or in the toolbar.
5 The Sketch Analysis dialog box appears. It contains three tabs : Geometry,
Projections/Intersections and Diagnostic. Click the Diagnostic tab. The information on this tab
displays a full diagnosis of a sketch geometry.
Solving Status provides a Quick

analysis of the Sketch analysis.
Detailed Information provides a detailed

status on each constraint and
geometrical element of the sketch
Action allows you to hide constraints or

construction geometries according to
the element you selected.
126
126
Notes:
You will see how to sort Sketches by their Status (Under-Defined, Well-Defined,
Over-Defined and Inconsistent).
127
127
Select Search in the Edit Menu.
A Dialog box appears and a new attribute Solving Status is added to sort
Sketches by their Status.
Select the Status you want to sort. In

our example, we choose the OverConstrained Status.
128
128
Notes:
Sorting Sketches by their Solving Status (1/3)

1
After clicking on Search, the Sketch which is Over-Constrained appears in the

Dialog box.
129
129
Notes:

4
This Sketch is also highlighted in the specification tree and in the geometry area.
130
130
Notes:

5
Notes:

reference material
Companion:
Skillets:
Sorting Sketches by their Solving Status, Performing a Quick Geometry
Diagnosis
Documentation:
Books:
Sketcher Product
131
131
Notes:
To Sum Up ...
This concludes the lesson on the Analysis Tools in the Sketcher
Workbench.
Detect the over-constrained or inconsistent sketches

Detect the open-profiles
132
132
Notes:
Time to Practice
You are now able to practice what you have learned with the Master Exercise
EDU-CAT-E-V5F-FX-V5R13 book
Sketcher Master Exercise
133
133
Notes:
Introduction to Part Design
You will become familiar with the CATIA V5 Part Design main features
134
134
Notes:
What is Part Design?
The Version 5 Part Design workbench makes it possible to design precise 3D mechanical
parts with an intuitive and flexible user interface, from sketching in an assembly context to
iterative detailed design. Version 5 Part Design workbench will enable you to accommodate
design requirements for parts of various complexities, from simple to advanced.
The Part Design workbench combines the power of feature-based design with the flexibility
of a Boolean approach, offers a highly productive and intuitive design environment with
multiple design methodologies, such as post-design and local 3D parameterization.
The widest application portfolio in the industry is also accessible through interoperability
with CATIA Solutions Version 4 to enable support of the full product development process
from initial concept to product in operation.
135
135
Notes:
Accessing the Part Design Workbench

Anywhere from 1- Start menu
2- File / New menu
2
136
136
Notes:
Part Design Interface : General Presentation

CATPart extension
Standard
tools
Part tree
Features...
Sketcher
access...
Part Design
tools...
137
137
Notes:
Part Design Interface

Sketch-based
Insert menu
Constraints
Surface-Based
Dress-up
Transformations
Operations
138
138
Notes:
Part Design Terminology
A Part is a combination of one or more features,

and bodies
The first feature is generated from a sketch
(profile), by extrusion or revolution
Features are components based on sketches
(sketch-based) or on existing features (dress-up and
transformation). They can also be generated from
surfaces (surface-based)
A body is a set of features that can be assembled to
a part through Boolean operations (Assemble,
remove, ...)
139
139
Notes:
To Sum Up ...
You have seen CATIA V5 Part Design
User interface:
How to access the workbench
Its user interface and tools
The terminology that will be used
The general design process
... and Basic functions:
Extruding features (pads, pockets)

Adding fillets, drafts
Mirroring and shelling the part
140
140
Notes:
Basic Sketch Based Features

You will learn how to create and limit the most frequently used sketch-based
features such as pads, pockets, shaft, and holes
Creating Pads
Creating Shafts
Creating Holes
Creating Pockets
Creating Grooves
141
141
Notes:
Creating a Base Feature

To begin, it is important to have a good base feature. Typically this feature
represents the primary shape or foundation which all the part geometry can be
added or removed from.
The base feature is usually started from a

2D profile, sketch, or surface element.
This lesson will focus on the parts where
the base feature begins from a 2D profile
or sketch. Which in CATIA is referenced
as Sketch Based Feature.
142
142
Notes:
Selecting a Base Feature

When selecting a base feature, it is recommended to select the basic elements
which will convey the primary shape or function of the part. This does not mean
the level of detail for a base feature have to be completely defined. For example,
some corner fillets, holes, pockets, etc might not be originally created as part of
the base feature sketch but created later using another feature for its definition.
Steps for selecting a Base Feature:
Identify the part features
Select one to represent the Base element
Identify the CATIA tools (features) needed to create it
Create the feature
For example, what would be the base feature for the part?
143
143
Notes:
Selecting a Base Feature Exercise
What would be the base feature for the following parts?
144
144
Notes:
Features which Add or Remove Material

Once the base feature is selected, it needs to be defined by adding or removing
material to complete the design. Below is a list of features that add or remove
material.
Features adding material:

-Pad (material added by extruding a sketch)
-Shaft (material added by revolving a sketch)
-Rib
-Loft
Not covered in this lesson
-Stiffener
Pad
Shaft
Features removing material:
-Hole
-Pocket (material removed by extruding a sketch)
-Groove (material removed by rotating a sketch)
-Slot
Not covered in this lesson
-Remove Loft
Pocket
Hole
Groove
145
145
Notes:
Creating Pads
You will learn how to create simple pads from a 2D profile (or sketch)
Extruded Pad
146
146
Notes:
What is a Pad ?
A pad is a basic feature which is created by extruding or giving thickness
to a 2D profile (called a sketch) or surface. It is typically one of the first
features created when starting a new part.
2D profile (sketch)
Extruded pad
Depth
A pads length can be defined by dimensions or with

respect to other 3D limiting elements. If defined with a
limiting element the pad is associative to the element.
Length may also be referred to as

depth.
Associative the geometry definition of one feature is used to control another.
Length types
147
147
Notes:
Creating Pads
The process to create a pad, as shown below, is to select a profile to define the
shape, add the necessary pad attributes and then validate its creation.
1
Select the Profile

sketch to be used
for the Pad
Select the Pad

icon
Modify the Pad

definition
You get:
The Pad definition can be

modified after creation by
double clicking on the Pad
geometry or product structure
148
148
Notes:
Creating Shafts
You will learn how to create simple Shafts from a 2D profile (or sketch)
Shaft
149
149
Notes:
What is a Shaft ?
A shaft is a basic solid obtained from the revolution of a 2D profile around an
axis
The axis and the profile must be created in the same sketch
2D profile (sketch)
Shaft
Angular Limits
A shafts rotation can be defined by angle limits:
Limits : First angle
This angle defines the revolution angle of the profile around the
axis, starting from the profile position and orientated in the
clockwise direction
Limits : Second angle

This angle defines the revolution angle of the profile around the
axis, starting from the profile position and orientated in the
counterclockwise direction
150
150
Notes:
Creating Shafts
The process to create a Shaft, as shown below, is to select a profile to define the
shape, add the necessary attributes and then validate its creation.
1
Select the Profile sketch to

be used for the Shaft
You get:
Select the
Shaft icon
In order to create a
shaft, the sketch
must include the
rotation axis
3 Modify the
Shaft
definition
By offsetting the rotation axis

out of the profile, the resulting
part can be hollowed.
151
151
Notes:
Creating Holes
You will learn how to create different types of hole and locate them on
existing features
Blind Hole
Countersunk
Through Hole ...
152
152
Notes:
What is a Hole ?
A hole is removing circular material all at once, from an existing feature
Its length can be defined by dimensions or with respect to other 3D elements
Rough or Precise Location?
Approximate
location
Concentric Hole
The hole can be roughly or precisely located. You can locate precisely a
hole at creation or after
Sketch or not ?
Note that you do not need a sketch to create a hole. The sketch of the hole
is automatically created. To locate precisely a hole after creation, you edit
its sketch and constrain its center point for example
You will use Hole instead of Pocket because you can create holes including
technological information such as thread, angle bottom, counter bore ...
153
153
Notes:
Creating and Positioning a Hole

To create a hole you need to define its position then its dimensions
3 Select the face the
2
1
Multi-select 2
edges as position
reference
Select the
Hole icon
hole will start on
4 Modify the hole definition
Modify the distance to
5 edges
You get:
Since holes are sketch

based you can also
position them after they
have been created by
editing the sketch
154
154
Notes:
Creating Pockets
You will learn how to create simple pockets from a 2D profile (or sketch)
155
155
Notes:
What is a Pocket ?
A pocket is typically defined as removing material from an existing feature,
by extruding a 2D profile or surface partially through or completely through
another feature.
2D profile (sketch)
Pocket
Depth
A pockets depth can be defined by dimensions or with
respect to other 3D limiting elements. If defined with a
limiting element the pocket will be associative to the
element.
Length types
156
156
Notes:
Pocket Terminology
Below are the terms used in this course to define pockets that go partially through the
base feature and pockets which go fully through the base feature.
Blind Pocket partially

goes into a base feature
Through Pocket
completely passes through a
base feature
157
157
Notes:
Creating a Simple Pocket

The process to create a pocket, as shown below, is to select a profile to define the shape, add
the necessary attributes and then validate its creation.
1 Select the Profile sketch
to be used for the Pocket
2 Select the Pocket icon
Modify the
Pocket
definition
You get:
Pockets can also be created

from sketches including
several profiles. These profiles
must not intersect
158
158
Notes:
Creating Grooves
You will learn how to create grooves
Removing material according to a revolution body
159
159
Notes:
What is a Groove ?
Grooves are revolved features that remove material from existing features
by rotating a 2D profile or surface around an axis. The axis and the profile
can be created in the same sketch or the axis can reside outside of the
sketch.
A grooves rotation can be defined by angle limits:
First angle & Second angle

Defines the revolution angle of the profile around the
axis, starting from the profile position. And like the
SHAFT feature, the First Angle is for the CLOCKWISE
direction and Second Angle is for COUNTER
CLOCKWISE direction from the profile.
160
160
A groove is created by selecting the groove profile and the

revolution axis
Select the
Groove icon
Define the limits of the

groove
Select the profile to be used

for the groove (the sketch
must include an axis)
Select OK
You get:
161
161
Notes:
Creating Grooves
Notes:
You will learn how to create 2D profiles on planar elements and how to
constraint these profiles component.
162
162
Notes:
Restrictions for Pad Base Features

Not every sketch can be used to create a pad, below is a chart showing the various
sketch solutions.
Valid Sketch
Invalid Sketch
Notes
Multiple profiles are
acceptable, but can
not intersect each
other when creating
the base feature
Closed
Profile
Open
Profile
Open profiles are not

allowed as the base
feature in a part
Note: These examples do not necessarily represent the best

practice for sketching, as presented in the sketcher lesson.
163
163
Notes:
Restrictions for Shaft Base Features

Not every sketch can be used to create a shaft base feature, below are some examples
showing various sketch solutions.
Axis on a profile edge :
Note: These examples do not necessarily
represent the best practice for sketching,
as presented in the sketcher lesson.
Axis outside the profile :
Axis cutting the profile :
Error
Open profile :
Open profile and axis outside the profile :
Error
164
164
Notes:
Multiple-Profiles: Multi-Length Extruded Features

You can create a Multi-Length Pad or Pocket in one shot using the Multi-Length Pad or
Multi-Length Pocket tools:
When can I use it ?

You need a multiple profile sketch that contains at
least 2 closed profiles that do not intersect
Why use it ?
Creating a Multi-length Extruded feature is a fast way
to create multiple features. You have access to the
different lengths just by editing one feature in the tree:
the modification of the extrusion parameters is faster.
Why not use it ?
All the features that are created in one shot are based
on the same sketch:
- Loosing this sketch means loosing all the features
created.
Multiple Feature
Based on 1 Sketch
- You have to access the entire sketch to modify only

one of the profiles it contains.
165
165
Notes:
Multiple-Profiles: Selecting a Sub Part of a Sketch

When you work with a Multiple Profile sketch, you can choose to use only one of the
profiles it contains
Why use it ?
Selecting a Sub Part of a sketch can be useful when
you want to create features on a sketch that contains
many profiles and you do not want to extract the
geometry from this sketch
Why not use it ?
No new sketch is created: all the features done this

way are based on the same sketch:
- Loosing this sketch means loosing all the features
created.
- You have to access the entire sketch to modify only
one of the profiles it contains.
All Features Based

on 1 Sketch
166
166
Notes:
Open Profiles
Open profiles can be used to create pads, pockets or groove:
When can I use it ?
Open Profile
You can use an open profile if the existing geometry

can limit the new feature.
Why use it ?
You may want to use an edge of the existing
geometry to re-limit a new feature, which allows you
not to create an useless edge in the sketch defining
this new feature.
Pocket created with the

Open Profile
Why not use it ?
If the geometry used to re-limit the open profile is

modified so that it can not anymore re-limit it, you will Open Profiles can also be used this way with the
Pad and Groove tools
get an error message and you will have to modify
open profile to solve the problem.
167
167
Notes:
Solving Ambiguity
When using certain sketches, an error can occur if an ambiguity exists within the selection. By
selecting a sub part of the sketch the ambiguity can be solved.
Ambiguity
Select the edge to

solve the ambiguity
168
168
Notes:
Sketch Based Features Exercises

Complete the following exercises:
30-45 min.
Piston, Lever, Support

Identification and selection of the base feature
Creation of a pad to add material
Creation of pocket, groove features to remove material from the base feature
Creation of formulas in a sketch
Use of special limit types
169
169
1. Create the Base feature
2. Remove Outer Material:

- Side
- Bottom
3. Remove Inner Material
4. Remove the Circular Shape

of the Groove
170
170
Notes:
Design Process: Piston
The process steps

used to complete the
exercise:
Notes:
Design Process: Lever

1. Create the Base feature
The process steps

exercise:
2. Remove material from

the basic feature: Through
Pocket
3. Remove material: Blind

Pocket
171
171
Notes:
Design Process: Brush Support

1. Create the Base Feature using Pad
The process steps

exercise:
2. Create Pad for support
3. Create bushing support
172
172
Final Part: CATPDG_Ex_Recap_Piston_End.CATPart

173
173
Notes:
Piston: Do It Yourself
174
174
Notes:
Lever: Do It Yourself
Final Part:
CATPDG_Ex_Recap_LeverFormula_End.CATPart
Notes:
Support: Do It Yourself
Basic Feature Specifications:
Final Part: CATPDG_Ex_Recap_BrushingSupport.CATPart
175
175
Notes:
Piston Recap
Design intent to maintain a tight
tolerance fit to the cylinder wall for
compression. Therefore used pad to
create circular base feature
Created pockets to remove excess
material and mating connecting rod part
Created groove for mating compression
ring part
Used time saving options of mirror

extent and thick
176
176
Notes:
Lever Recap
Design intent to create a lever with a
controlled pivot location and reach.
Therefore used pad to create the base
feature
Created through pocket to remove
excess material and mating driving rod
part
Created blind pocket for mating pivot
part
Used formulas to assist in the control of

sketch elements
177
177
Notes:
Brush Support Recap

Design intent to create a support shape
for a mating shaft. Used pad to create
base feature
Created pad to add support material
Created pad to add material for bushing
178
178
Notes:

reference material
Companion:
Skillets:
Creating Pads, Creating Shafts, Creating Pockets, Creating
Grooves, Creating Holes
Documentation:
Books:
Part Design Product
179
179
Notes:
To Sum Up ...
This concludes the lesson on basic sketch based feature, you
should be able to demonstrate:
Selecting the base feature of a part
Creating the sketch based features to add material of
Pads
Shafts
Creating the sketch based features to remove material of
Pockets
Holes
Grooves
180
180
Notes:
Basic Dressing-Up Features

You will learn how to dress-up a part with Drafts, Fillets, Chamfers, Shells, and
Thread and Taps
Creating Drafts
Filleting
Chamfering
Threads and Taps
Shelling a Part
Dress-Up Features Recommendations
181
181
Notes:
Introduction to Dress-Up Features

Once the base features are created, you need to finalize the design by adding dress-up
features that correspond to manufacturing specifications:
Features dressing-up the sharp edges

of the part:
-Fillets (replace sharp edges by a cornered edge)
-Chamfer
Fillets
Features dressing-up the faces of the

part:
-Draft (apply a draft angle to allow the extraction of
parts from a mold)
-Thread and Taps
Draft
Features hollowing the part:

-Shell
Shell
182
182
Notes:
Creating Drafts
You will learn how to create Drafts on a 3D Part
Draft
Variable Draft
183
183
Notes:
What is a Draft ?
Drafts are angled faces defined on molded parts to
make them easier to remove from molds
Material removed or added?

Material gets added or removed based on the draft
angle applied to the part during the operation
Basic Draft definition

Pulling direction: this direction corresponds to the
reference from which the draft faces are defined
Draft angle: this is the angle that the draft faces
make with the pulling direction from the neutral
element. This angle may be defined for each face
Neutral element: this element defines a neutral
curve on which the drafted face will lie. This
element will remain the same during the draft. The
neutral element and parting element (this
plane,face or surface cuts the part in 2 and each
portion is drafted according to its previously
defined direction) may be the same element
Drafted part
Pulling direction
Neutral
element
Draft angle
Note : You can enter a negative angle value

Sometimes, it is necessary (for resistance or remove
from mold reasons) to define draft angle values that are
not constant :
184
184
Basic Drafts
Notes:
To create a draft angle, you need to define the faces

to be drafted then the neutral element
2 Specify Selection by Neutral Face and
specify the draft angle
1 Select the Draft

icon
Select the
3 neutral face
You get:
The neutral element is

displayed in blue, the
neutral curve is in pink.
The faces to be drafted are
in dark red
The Neutral Element will remain the
same during the draft
185
185
Notes:
Filleting
You will learn how to fillet 3D parts
Fillets
186
186
Notes:
What is a Fillet ?
A fillet is a curved face of a constant or variable radius that is tangent to, and
that joins, two surfaces. Together, these three surfaces form either an inside
corner (fillet) or an outside corner (round)
Different types of fillets

Edge fillets: Smooth transitional surfaces between
two adjacent faces
Face-face fillet: Used when there is no intersection
between the faces or when there are more than two
sharp edges between the faces
Variable radius Fillets: curved surfaces defined
according to a variable radius
Tritangent fillets: Involves the removal of one of
the three faces selected
Propagation modes
Edge
Face-face
Variable
Tangency
Minimal
Tritangent
187
187
Notes:
Filleting an edge
To create a fillet, you need to select the edge to be filleted and to
enter the fillet radius
1
Select the Edge

Fillet icon
2 Specify the Fillet Radius

3 Select the upper face
and four side edges
You get:
188
188
Multi-select faces to
be filleted
Select Face-Face
Fillet icon
Specify the Fillet Radius
You get:
You generally use the face-face fillet

capability when there is no intersection
between the faces or when there are more
than two sharp edges between the faces
189
189
Notes:
Face-Face Fillets (1/2)

1
Now, instead of entering the Radius value, expand the Dialog

box to access to the Hold Curve option. With this option, the
Fillets Radius value is depending on the Curves shape. It can
be more or less variable.
You must sketch the Curve

on one of the selected
Faces. This Curve is then
selected as the Hold Curve.
You get:
190
190
Notes:
Face-Face Fillets (2/2)

4
Select the edge to be

filleted
Select the Variable

Radius Fillet icon
3 By double clicking,
modify the radii
You get:
You can add additional variation points and alter

the variation option to add additional detail to the
fillet.
191
191
Notes:
Variable Radius Fillets

1
Activate the Edge fillet icon

and select the edge to be
filleted
Select the More button in the

dialog box
Select the Edge(s) to keep

field
(3)
(1)
4
(2)
Select the edge on which

the fillet will roll
(4)
Enter the radius value (eg : 30) then

select OK
You get :
(5)
Note : This option is also available for the

variable fillet function
192
192
Notes:
Creating a Fillet with Keep Edge: Rolling on an Edge

2
Activate the Edge fillet icon

and select the edges to be
filleted
Select the More button in the

dialog box
Select the Edge(s) to

keep field
(3)
(1)
(2)
4
Select the edge on which

the fillet will roll
Enter the radius value (eg : 5) then

select OK
You get :
(5)
(4)
Note : This option is also available with the variable fillet function
193
193
Notes:
Creating a Fillet with Keep Edge: Rolling Around an Edge

2
Notes:
Chamfering
You will learn how to create chamfers on 3D parts
Chamfers
194
194
Notes:
What is a Chamfer ?
Chamfering consists in removing or adding a flat section from a selected edge
to create a beveled surface between the two original faces common to that edge.
You obtain a chamfer by propagation along one or several edges.
Tangency
Propagation modes
Minimal
195
195
Notes:
Creating Chamfers
1 Multi-selectthe edges to
3 Modify the Chamfer
be chamfered
definition
2 Select the Chamfer

icon
You get:
196
196
Notes:
Threads and Taps
You will learn how to create threads and taps
197
197
Notes:
What are Threads and Taps ?

You can create threads and taps with CATIA, you will not
see them in 3D but all the information will be stored. The
result of a thread or a tap will be seen on a drawing in
accordance with the drawing standard
Thread
A thread is an helical groove made
inside a hole
Not seen
like this in
CATIA
Thread
Tap
A tap is an helical groove made on
a cylinder
Tap
Different Standards
Customized Standards
Not seen like

this in CATIA
198
198
In order to define the thread

standard, select Metric Thin
Pitch in the dialog box
Select the Thread/Tap icon
Select the Lateral Face on

which the thread will be
grooved
To define the Thread Diameter,

select M10 in the dialog box
Select the Reference Face from

which the thread will begin
As the Thread Depth, enter 26 in

the Thread Depth field
199
199
Notes:
Thread and Tap (1/2)
Select the Preview button in

the dialog box, you will get a
preview of the thread
Select the OK button to

validate the thread creation
You get:
During the thread creation CATIA helps

you with the thread parameters in
accordance with the selected standard
200
200
Notes:
Thread and Tap (2/2)

7
Notes:
Shelling a Part
You will learn how to shell a 3D part
Shelled Part
201
201
Notes:
What is Shelling ?
Shelling a feature means emptying it, while keeping a given

thickness on its sides
Shelling may also consist in adding thickness to the outside
You can have different thickness values
Other thickness face
Shell
Faces to be removed
202
202
Notes:
Shelling a Part
1 Multi-select the faces to be
removed in shelling operation
Specify the wall

thickness for the Shell
2 Select the
Shell icon
Double click on the dimension

in order to modify the thickness
of the face
7
6
Enter 10mm in the

appearing dialog box
then select OK
Select the Other

thickness faces field
Select OK in the main

dialog box
You get:
The Outside Thickness entry adds

material to the outside of the part
definition
203
203
Notes:
Basic Dressing Up Features:

Recommendations
You will learn about specific methods and recommendations on Basic Dressing
Up Features.
204
204
Notes:
Selecting Faces to Draft

When adding a Draft feature, you can either select single faces, one at a time,
or can draft several faces at once in one operation.
As a general rule, it is recommended for each draft operation, that you select all faces that have the same
draft angle and share the same neutral element. This allows the Specification Tree to be less complex.
Four faces selected

one at a time
Four faces included

in the same Draft
205
205
Notes:
Neutral same as Parting Element in Draft

When using a Parting Element, it is generally advisable to make the Neutral element
also be that same element. If it is not, this could lead to the development of
unsatisfactory geometry, especially when the geometry is complex.
ORIGINAL PART
DRAFTED PART
NEUTRAL
ELEMENT
PARTING
ELEMENT
NEUTRAL
ELEMENT
UNSATISFACTORY
CONDITION
Expanding the Draft panel allows you to

define the Parting and Neutral Elements
as being the same element.
206
206
Notes:
Selecting Edges to Fillet (1/2)

When adding a Fillet feature, you can either select single edges, one at a time, or
can fillet several edges at once in one operation.
As a general rule, it is recommended for each fillet operation, that you select all faces that have the same
same radius and are oriented in a similar direction (see next slide for specifics). This allows the
Specification Tree to be less complex.
Four edges selected

one at a time
Four edges included

in the same Fillet
207
207
Notes:
Selecting Edges to Fillet (2/2)

When a part requires multiple fillets, it is advisable to choose edges in logical
groups. This method should avoid selecting both lateral and transverse edges in a
single operation. An example of this is shown here:
2
3
In the above example, the 4 red fillets are created together first,
then the 2 green fillets, then the single blue fillet, which then
can run completely around the part.
208
208
Notes:
Dress-up Feature Order

Although there is no rule that works for all circumstances, in general, features
should be created for a part, in this approximate order:
Main part features (pads, pockets, shafts)

Drafts
Fillets
Shells
Minor part features
Other features which complete the part
209
209
Notes:
Dress-Up Features Exercises

30 min.
Clutch Design, Lever, conrod
Create the conrod

Practice the various tools such as Draft,
Fillet to finish the Lever
210
210
Notes:
Design Process: Lever
1. Create the main pad
2. Remove materials with a

pocket
3. Remove materials with

a hole
4. Dress up the part
211
211
Notes:
Design Process: Clutch Design
1. Create the shaft
2. Hollow the shaft with a shell

operation
3. Make a hole in the shell
212
212
Notes:
Design Process: Conrod
1. Create the two first Base

features
2. Create the third base feature
3. Remove Inner Material
4. Dress up the part with

drafts and fillets
213
213
Final Part: CATPDG_EX_Lever_Final.CATPart
214
214
Notes:
Lever: Do It Yourself
Fillet: 1mm
Draft angle: 5deg
Final Part: CATPDG_EX_Clutch_Final.CATPart
215
215
Notes:
Clutch Design: Do It Yourself
Final Part: CATPDG_EX_Conrod_DressUp_End.CATPart
216
216
Notes:
Conrod: Do It Yourself
Notes:
Lever Recap
Pads creation
Material Removing with pockets and
holes
Add fillets and draft angles to the part
217
217
Notes:
Clutch Recap
Shaft creation
Shell the part
Add a hole in the shell
218
218
Notes:
Conrod Recap
Create the three base features
Create pockets
Add fillets and draft angles to the part
219
219
Notes:

reference material
Companion:
Skillets:
Creating Drafts, Variable Draft Angles, Filleting, Chamfering,
Shelling a Part, Threads and Taps,
Documentation:
Books:
Part Design Product
220
220
Notes:
To Sum Up...
Dressing-up means complementing 3D parts by:
Defining draft angles

Filleting and chamfering edges and corners
Shelling the part
Defining thread and taps
221
221
Notes:
Part Design Transformations
Moving Features
Part Design Transformations Recommendations
222
222
Notes:
Introduction to Transformations
Transformations Duplicating features:
-Mirror (mostly used to design symmetrical parts)
-Pattern
Mirror
You may need to transform the part features, sometimes simply moving them, sometimes
duplicating them:
Transformations Moving features

without duplication:
-Translate
-Rotate
-Symmetry
Translate
223
223
Notes:
You will learn how to create patterns out of an
existing feature
Rectangular Pattern
Circular Pattern
Mirror
224
224
Notes:
What is a Pattern ?
Patterns allow you to create several identical features from an
existing one and to simultaneously position them on a part
Pad with pattern

feature
Rectangular pattern
3 types of patterns
CATIA allows you to define three types of pattern making the
creation process easier :
rectangular
circular
user patterns
225
225
Rectangular Pattern
Notes:
2 Specify the first direction of the pattern by selecting an edge

using Reverse to change the direction if needed
1 Select Rectangular
Pattern icon
then select
pocket to use
for pattern
Specify the second direction as in step
3 2 under the Second Direction tab

(Reverse if necessary)
You get:
Flexibility is added to the function through the parameter

field.
226
226
Circular Patterns
1 Select the feature to be
patterned
2 Select theCircular Pattern

icon
Notes:
3 Define the pattern parameters and specify

the rotation axis of the pattern by
selecting the face
You get:
Flexibility is added to the function through the parameters

field.
227
227
Notes:
Mirror
Before building a part, you can search for the symmetry and decide to build only the
half of the part, then use the Mirror function to get the whole part
2
Select the planar face (or plane) that will be the plane of
symmetry
(2)
Activate the Mirror icon

(1)
Select OK
You get :
(3)
228
228
Notes:
Moving Features
You will learn how to use all of the different types of Moving tools
229
229
Notes:
What is Moving Features ?

A Transformation is the ability to move a body either by translating it along an axis,
rotating it around an axis or moving it symmetrically about a plane
3 types of Transformation :
- Translation along an edge
- Rotation about an axis
- Symmetry about a plane
Geometry cannot be duplicated using a transformation
230
230
Notes:
When to Move Features ?
Transformations are useful when you have created some geometry and you decide
that it needs to be moved, or rotated into a specific position
There are some cases where it is not easy to create geometry in the
expected plane because it requires the use of geometry not in the
plane. You can create the geometry in a wrong plane and then
rotate or translate it to its proper position
Transformations can only be used on either the whole Part Body or an
individual Body within the Part
231
231
3
Select the
Translation icon
Select the direction
Enter the distance or

drag the 3D
manipulator, then select
OK
You can also define the direction using the

contextual menu on the Direction field
232
232
Notes:
Translation
1
Select OK
Select an edge for

rotation axis...
and enter the

rotation angle or drag
the 3D manipulator
You can also define the axis using the

contextual menu on the Axis field
233
233
Select the Rotation icon

2
Notes:
Rotation
1
Symmetry
Notes:
Select the Symmetry icon
Select OK
Select the plane defining

the symmetry
You can also define the Reference using

the contextual menu on the Reference
field
Instead of a plane, you

can use a Point as the
Reference element
Instead of a plane, you

can use a Segment as the
Reference element
234
234
Select the Scaling icon

3
2
Modify the scaling ratio

then select OK
Select the reference

point
You get:
You can also resize a body in relation to a face or plane by

selecting it instead of a reference point. The body will scale
with it. You will obtain an affinity
235
235
Notes:
Scaling/Affinity
1
Notes:
Part Design Transformations:

Recommendations
You will learn about specific methods and recommendations on

Transformations.
236
236
Notes:
Differences in Transformations
Transforming a Body can be done in one of two ways. Immediately upon selecting any
transformation tool, the following panel appears:
Selecting YES will proceed to the use of the Transformation as selected. The message in the
panel reminds you that you can also transform a body by using the Compass.
The main differences between the two methods is that a Transformation will not transform
any sketched geometry, but using the Compass will.
237
237
Notes:
Scaling the Part to define mold shrink

A part gets scaled differently depending on the type of element used as the
reference.
If a point is used, the scaling is done using the same scaling ratio in all three
directions.
When designing an injection molded plastic part, the part will often be scaled up in
order to accommodate (in the design of the mold) the fact that the material will shrink
upon cooling. However, the part may shrink unlike amounts in different directions.
In these situations you cannot use a point as the reference. You must use a plane or
planar face features. This will scale the part only in a direction normal to that plane.
You can then do three separate scaling transformations in each of three directions
which will properly define the shrink in all three directions.
238
238
Notes:
Transformations Exercises
30 min.
Conrod: Use Mirror to complete the part and Translation to modify it

Pulley: Use Circular Pattern to duplicate the Elongated Hole.
239
239
Notes:
Design Process: Conrod
The process steps

exercise:
1. Mirror the part
2. Define the first draft in work

object
3. Translate the current

feature in the X direction
240
240
Notes:
Design Process: Pulley
The process steps

exercise:
1. Create the Base Feature
2. Create a Hole in the Base Feature
3. Duplicate the Hole in the part
241
241
- Mirror the part to double its thickness

- Insert a translation right after the first draft to modify the part
Load: CATPDG_EX_Conrod_Transfo_Start.CATPart
242
242
Notes:
Conrod: Do It Yourself
- Create the Pulley using the Shaft tool with Sketch.1

- Create the Elongated Hole using the Pocket tool with Sketch.2
- Make a Circular Pattern of the Elongated Hole
Load: CATPDG_Ex_Pattern_Start.CATPart
243
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Notes:
Pulley: Do It Yourself
Notes:
Conrod Recap
Complete a symmetric part using a
mirror operation
Apply a translation to an element in the

part
244
244
Notes:
Pulley Recap
Create a revolved base feature
Create a hole in the base feature
Duplicate the hole using a circular

pattern
245
245
Notes:

reference material
Companion:
Skillets:
Creating Patterns, Using Transformations
Documentation:
Books:
Part Design Product
246
246
Notes:
To Sum Up...
You have seen transformations that :
Duplicate the geometry : Pattern and Mirror

Move the geometry : Translation, Rotation and Symmetry
247
247
Notes:
Part Design Modifications

You will learn how to modify profiles and features to change 3D part
Reordering Features
Modifying Features
Part Design Modifications Recommendations
248
248
Notes:
What is modifying a Part?

You sometimes may need to modify a Part.
There are 3 main ways to do it :
Modifying Profile Geometry:

-You can modify the shape of a Sketch Base Feature
by modifying the sketch (covered in the Sketcher
Geometry Management lesson)
Reordering Features:
-You can modify the place of a feature in the tree

to modify the shape of the geometry or increase
the part quality
Modifying Features:
-You can also edit a feature to modify its
parameters and modify its shape
249
249
Notes:
Reordering Features
You will learn how to reorder features making up a 3D part
Pad after mirror operation
Pad moved before mirror
250
250
Notes:
Why Reordering Features ?

Reordering features allows you to correct a part so that your design
intent is preserved
One cylinder
Two cylinders when moved before

the mirror operation
Design changes
Changes as well as features created later in the process can easily
be incorporated into the part structure taking into account the design
intent
251
251
Notes:
Reordering Features
1 Right click the feature to be
reordered to get a contextual menu
2 Select Reorder
Pad.2 was incorrectly created

after the mirror operation, so we
must reorder the pad before the
mirror
3 Select Pad.1 in the
You get:
specification tree as the

feature to reorder after
(Pad.1 is shown as the
preview)
252
252
Notes:
Modifying Features
You will learn how to modify parameters of 3D features
Modified Pad
253
253
Notes:
Why Modifying Features ?

Often, as the design matures, the initial configuration of a part needs refinement
through the modification of feature parameters or the addition/removal of features
Draft angle
Modified pad
Pad length
254
254
Double click the feature or its

specification to edit the feature
2 Modify the draft

specifications by
double clicking the
dimension or
entering in the
dialog box
You get:
Next, modify Pad.1 of the part by right

clicking the feature in the specification
tree and selecting Definition...
then modify the
dimension directly or
through its dialog box
255
255
Notes:
Redefining Feature Parameters

1
Notes:
Editing Holes
2 Change the hole definition in the
1
dialog box or double click on

dimensions to modify directly
Double click on the feature or its

specification in the tree to edit hole
Modify the position

dimensions by double
clicking them to modify
directly
You get:
You can also reposition a hole without editing it by dragging it to

its new location, even if its new location is on a different face
256
256
Double click on the pad to be

modified
Modify the constraint
(1)
Leave the sketcher by

selecting the Exit icon
(4)
Select the sketch icon from the dialog

box in order to activate the sketcher
If necessary, select the

Update All icon
(5)
(2)
(3)
You get :
257
257
Notes:
Editing Sketch During Pad Edition

1
Double click on the pad to be

modified
Select the replacing sketch
Select OK
(3)
(1)
(4)
Select the sketch field from the dialog

box
If necessary, select the Update

All icon
(5)
You get :
(2)
258
258
Notes:
Replacing a Sketch During Pad Edition
Notes:
Part Design Modifications:

Recommendations
You will learn about specific methods and recommendations on Modifying Parts.
259
259
Notes:
Limitations on using Reorder
When a feature is referenced by another during a design, a parent/child relationship is

established between the two. This means that the second feature (child) is dependant
on the first (parent) for a part of its definition. In the example below, the sketch for the
small pocket was constrained to the large pocket.
If you attempt to reorder the

small pocket before the large
pocket, CATIA will remind you
that this is not possible.
260
260
Notes:

reference material
Companion:
Skillets:
Modifying Profile Geometry, Reordering Features, Modifying Features
Documentation:
Books:
Part Design Product
261
261
Notes:
To Sum Up...
Modifying 3D parts means:
Modifying a profile shape or location

Reordering features in the tree according to design intent
Modifying feature parameters and deleting elements
Hints!
When you open a document and the geometry is red, it means you need to update it
If you want to cancel a modification, click the Undo icon
262
262
Notes:
Time to Practice
Part Design Master Exercise
263
263
Notes:
Introduction to Assembly Design

You will get an idea of what you can do with the Assembly Design Workbench by
going through a simple scenario and following instructions as you progress...
Opening a CATProduct file to modify the

assembly
Adding components in
the assembly
Setting constraints between components in the

assembly
264
264
Notes:
What Is an Assembly Document?

An Assembly or Product is a collection of components stored in a document that has
the .CATProduct extension.
The assembly is called Clamp

It is stored as a CATProduct file
An assembly often contains

another assembly, which is
then called a sub-assembly
In this example, the Clamp

assembly is made of different parts.
pad is a part
(It is stored as a CATPart
document and only
referenced in this assembly)
A blank sheet behind a component icon means

that the component is linked to an external file:
in this example, all components have external
files (CATProduct and CATPart files)
265
265
Notes:
Accessing the Assembly Design Workbench (1/2)

To access the Assembly Design Workbench,
select Mechanical Design and then Assembly Design in the Start menu
Assembly Design
Workbench icon
When entering the Assembly Design Workbench, a new empty

Product is created as you can see by looking at the tree.
266
266
Notes:
Accessing the Assembly Design Workbench (2/2)

If you are going to work a lot with the Assembly Design workbench, we advise you to setup a
direct access to it. To do so, you need to change your list of favorite workbenches:
1
2
Select Tools / Customize

The icon is added in the
Welcome pop-up window
3a
Add Assembly Design in the Favorites List
3b The icon is added In

The order of the Start menu follows the order
of the workbenches in the Favorite list.
the Workbenches
Toolbar
The same order is used in the Welcome pop-up

and in the Workbench menu
267
267
Terminology
Notes:
The active item

is in blue
Component that is a
sub-assembly
Component that is a part

(notice the red indication on
the icon)
Part Number
A selected component
is highlighted
Instance name - by
default is in brackets
A component is a general term: it can be a part or an assembly. An assembly that belongs to another
assembly is called a sub-assembly.
An Assembly is a collection of components and constraints between them. An Assembly is also a

document. It has the file extension CATProduct. Thus an assembly is also called a Product.
All parts and assemblies belonging to an assembly have a Part Number (by default it is the Name of the
component).
All instances of a part or assembly have the same Part Number. Each instance has its own Instance
Name that identifies the instance.
The active item is the item currently being edited. You make it active by double-clicking on it.
Selected items are highlighted.
268
268
Notes:
User Interface: Assembly Design Toolbars

Standard Toolbar
Compass
Assembly Tree
Filter
Selection
Scenes
Components
Update
Move
Constraints
Space
Analysis
Constraint
Creation
Modes
Annotations
1
Product Structure
7
Assembly Features
Measure
Catalog Browser
269
269
Notes:
User Interface: Assembly Design Icons

8
Clash
5
Update
Catalog Browser
Sectioning
Measure Between
Distance and Band

Analysis
Measure Item
Manipulate
Measure Inertia
Snap
Explode
Stop
Manipulate
on Clash
Coincidence Constraint
New Component
Contact Constraint
New Product
New Part
Offset Constraint
Existing Component
Angle Constraint
Existing Component w/ Positioning
Product structure Reordering
Weld
Planner
Text with Leader
Generate Numbering
Flag Note with Leader
Replace Component
Product Init
Fix Component
Fix Together
Quick Constraint
Flexible/Rigid Sub Assembly
Manage Representation
Change Constraint
Fast Multi-Instantiation
Reuse Pattern
270
270
Notes:
What are Components?

In its simplest form, a Component is a CATIA V5 Part or Assembly (i.e. a CATPart or a
CATProduct file) that has been inserted into an assembly. However, a Component can
also be data that is not native to V5, such as V4 models, IGES, STEP, and VRML files.
The root assembly
Part (CATPart) component
Components existing only in their parent

CATProduct files.
You see this because there is no blank sheet
in their icon. This means that these
components do not have external files.
Assembly (CATProduct) component

V4 model (MODEL) Component can
also be added in the assembly
271
271
Notes:
Working with Visualization Mode

By default an assembly is loaded in design mode. Thus parts definition of all components are loaded
in memory (this involve exact geometry and parameters). This step can involve more or less time
according to the assembly to load. Then to improve performance you can set CATIAs option to load
an assembly in visualization mode. In this mode, a representation of the geometry only is available.
Turning ON the cache system will cause CATIA to load automatically parts and
models in Visualization Mode:
Note: Geometry loaded in visualization mode can not be edited. You need to doubleclick on it to switch to the design mode and be able to modify it.
272
272
Notes:
To Sum Up ...
To introduce you to CATIA Assembly Design workbench, you have seen:
How to access the workbench
Its user interface and tools
The terminology that is used
273
273
Notes:
Assembling Components
You will see how to define a new assembly, add components in it, assign
properties, and save your work.

Adding Components
Assigning Component Properties
274
274
Notes:
Introduction to Assembling Components

When you start a new assembly document, you need to:
Create a new Product that will contain all the
components:
Insert new components in this product:
Insert existing components (i.e.: the

components you want to assemble):
When the components are inserted, you can go on with your work or decide to
save your work.
275
275
Notes:
Here, you will see how to define a new assembly, thus creating a new
CATProduct document.
276
276
Notes:
Defining a New Assembly Document

There are 3 ways to define a new document :
1- Start menu
2- File+New menu
3- Workbench Icon
Assembly Design
Workbench icon
277
277
Notes:
Assigning Product Properties

Add descriptive information to the new Assembly Document by editing its
properties.
3
Product tab
Properties
Right-click the root product
Type the Part Number and all

other relevant information
describing the assembly
The default Product1 name of

the assembly is replaced by the
Part Number you typed.
278
278
Notes:
Adding Components
You will learn how to add new and existing components into an assembly
279
279
Notes:
Adding Components
There are 3 ways to add a component into an assembly: Contextual Menu, Product
Structure toolbar, and Insert Menu.
Fastest way is to right-click the assembly

(that will receive the component) and use
the Contextual Menu to insert the
component
Last way is to select the assembly and

use the Insert Menu
Most visible way is to select the

assembly and use the icons in the
Product Structure Toolbar
280
280
Notes:
Inserting an Existing Component

When you add existing parts or assemblies as components, their corresponding files are
not copied into the assembly, they are just referenced by the assembly.
1
Right-click on the assembly
Select Existing Component

3a
Choose a filter if necessary (for example CATPart,

CATProduct, model, etc)
3b Double-click on the document to add
You can add more than one component at

a time by selecting with the mouse while
holding the [SHIFT] or [CTRL] key (= multiselection)
281
281
Notes:
Inserting an Existing Component with Positioning (1/2)

When you add existing components using this tool, you also can immediately
position the component in the assembly using Smart Move.
1
Select Existing Component

3a
Choose a filter if necessary (for example CATPart,

3b Double-click on the document to add
282
282
Notes:
Inserting an Existing Component with Positioning (2/2)

The Smart Move panel
appears. In it is shown the
component being inserted.
Select a feature on the

Component being
inserted. You can do this
within the Smart Move
panel or from the main
display. Centerlines of
cylindrical features will be
automatically sensed.
The new component will be automatically

snapped to the other so that the two
selected features are now aligned.
Selecting the More

button will expand the
panel and provide the
ability to create a
particular type of
constraint when the
Automatic Constraint
Creation button is
selected.
Select a feature on another

Component of the assembly
that you wish the first to be
moved in relation to.
Assembly constraints
can be automatically
created during the
process when this
button is selected.
You can move the
desired constraint type
to the top of the list
using these buttons.
283
283
Notes:
Inserting a New Part

You can add a new part (CATPart) on-the-fly while designing an assembly.
1
Select New Part
Press YES to define an origin for the new part

that is different from the origin point of the
assembly, otherwise press NO:
If you pressed YES, select a point or a component to
define the origin of the new part
If you select a point, the origin of the new part
will be this point
If you select a component, the origin point of the
new part will be the same as the origin point of the
selected component
Key a Part Number for the new part. This

sets the Part Number property.
284
284
Notes:
Inserting a New Product

You can insert in an assembly (or product) a new assembly (CATProducts) on-the-fly.
The New Product item will create a new sub-assembly in the selected component but also a
new external CATProduct file with the same name.
1
Right-click the assembly
Select New Product
Key a Part Number for the new assembly. This

sets the Part Number property.
The blank sheet behind the component icon

means that the component is linked to an
external file (here CATProduct type file)
285
285
Notes:
Inserting a New Component

You can create a special type of component that exists only in the
parent CATProduct and does not have its own file.
1
Right-click on the assembly Here is one component that exists
in the parent CATProduct and that

does not have its own file.
You can insert components in it.
Select New Component
Key a Part Number for the new assembly.
There is no blank sheet behind the

component icon : there is no link to
an external file.
286
286
Notes:
Assigning Component Properties
You will learn how to set the text properties of a component
287
287
Notes:
What Are Component Properties?

Component Properties can be assigned to distinguish or
describe an instance of a component.
Component Properties:
Component Property
values can vary by
component.
These properties are
stored in the parent
assemblys
CATProduct file.
Instance Name
Product Properties:
Product Property
values are the same
for all instances of
the component.
Part Number
When the component

is a CATPart or
CATProduct, these
properties are stored
in the CATPart or
CATProduct.
When the component
is a V4 model, they
are stored in the
parent assemblys
CATProduct file.
288
288
Notes:
Assigning Component Properties (1/2)

Nodes Customization.
Tools / Options menu
Part Number
Product Structure + Nodes

Customization tab
Activate Customized Display and

select yours desired options
Instance Name
289
289
Notes:
Assigning Component Properties (2/2)

Like other properties, component text properties can be
easily accessed from the contextual menu.
6
4
Product tab
Right-click the component
Component
Property values
can vary by
component.
Key an Instance Name

and/or Description
Location and
filename
5
Properties
Product Property
values are the same
for all instances of a
part or assembly.
290
290
Notes:
You will learn how to save an Assembly Document
291
291
Notes:
Saving an Assembly Document ...

There are four ways to save an Assembly Document and child
documents.
Save will save the active components document and

child documents of the active document
Save As... is similar to Save, but it allows you to specify

the name and folder for the active document
Save All will save all the open documents that have been
modified since last save
Save Management will propose saving all open documents and

children of these document, but you can control names and
locations of all of them
Only the modified documents will be saved or proposed to.
292
292
Notes:
Saving a Document under another Name

Save As allows a file name and folder to be specified. It allows you to create a
brand new document with new internal identifiers.
1
Activate the document to be saved
The active CATProduct document and any modified child

documents will be saved
Specify a file name

and folder
Specify if you want to

regenerate internal identifiers
Regenerating Internal
Identifiers will avoid
instantiation conflicts
with the reference
293
293
Notes:
Saving all Modified Documents

Save All is an easy way to save all modified documents
which are not new or read only documents.
Save All
If all the documents modified since last
2a save are not new (just created) or read
only files, you wont have any message
and CATIA will save them
If some of the documents modified since last save

2b are new (just created) or read only files you will
have this message
All modified open documents will be

saved, regardless of which document is
active
3b
And clicking on OK will
give you access to the
Save All As command
294
294
Notes:
What Is Save Management for?

This tool is useful to save all the modified or linked documents under selected
names and directories (UNIX)/folders (Windows)
Modified Components
295
295
Notes:
Assembling Components Exercises

20 min

Creating , assigning properties to a new Assembly Document and then adding
existing components
Assigning properties to existing components, adding a new part
296
296
Notes:
Exercise Preparation
In these Exercises, you will insert existing parts and existing products into a new product:
You will need to explore your file system to find the parts and product to insert.
1- Prepare your own empty temporary directory: you will send the data you will
need to insert into this new directory:
2- Load the following parts and product:
- Bearing_cap.CATPart
- Housing.CATPart
- Roller_bearing.CATProduct
3- Use the Save Management tool to send all the opened data to the temporary
directory you created:
297
297
2- Rename the part number
3- Write a comment about this product
4- Add existing components:

Bearing_Cap.CATPart
Housing.CATPart
Roller_Bearing.CATProduct
298
298
Notes:
Do It Yourself
1- Create a new Assembly document
Notes:
Recap
Create a new product
Modify its properties
Insert existing components
299
299
Notes:

reference material
Companion:
Skillets:
Creating a new Assembly Document, Adding Components, Assigning
Component Properties, Saving an Assembly Document
Documentation:
Books:
Assembly Design Product
300
300
Notes:
To Sum Up ...
You have seen what is a Product Structure and how to assemble

components in the Assembly Workbench Design by :
creating a new assembly document
adding components in an assembly
assigning component properties
saving the assembly document
301
301
Notes:
Positioning Components using Constraints

You will see how to use assembly constraints to place components in position in
an assembly
Freely Moving Components with the Compass

302
302
Notes:
Introduction to positioning with Constraints

Once the components are inserted in the product, they must be positioned:
Before positioning the components with constraints, they

can be pre-positioned using the compass:
-In this case, no constraints forces the position of the
components: it is just a free movement.
-This free movement is used to approximately position the
components before fixing it with constraints.
The components relative position can be set

using constraints:
-In this case, constraints are applied and have
to be respected.
Note: once constraints have been applied, you
can still move the components with the
compass if this movement respects the
constraints. If not, the components will be
repositioned regarding the constraints when
you will update them.
303
303
Notes:
What Are Assembly Constraints ?

Assembly constraints is the method to place components in an assembly. The
general process is as follows:
Position each component precisely by

choosing the correct constraint(s) and
applying it.
Fix-in-space one component in the

assembly. It will be the starting point.
With the Compass, freely drag and rotate components

to put them roughly in place. It will be easier to define
the constraints afterwards.
To control the result, update the assembly.

It will move the components into position.
Note : this step is necessary

only if you have set the
Manual Update option to on
in the assembly settings and
it is therefore recommended.
304
304
Notes:
Available Constraints and Their Symbols

The following table lists the symbols used to represent the constraints you can set
between components:
Constraints
Symbol used
in the geometry area
Symbol displayed
in the specification tree
Coincidence
Contact
Offset
Angle
Planar Angle
Parallelism
Perpendicularity
Fix
305
305
Notes:
Freely Moving Components
You will see how to use the Compass to freely move components which makes it
easier to place them in position before setting assembly constraints
306
306
The Compass can be used to pan and rotate the entire assembly or freely
drag and rotate components in it.
Panning and rotating the
entire assembly
The rotation is temporary because it is

not stored in the CATPart or CATProduct
documents. You change only the
viewpoint.
Freely dragging and

rotating components
Here a component is freely rotated around

the X-axis.
If this component is not link to some
constraints at this step, the new position is
stored in the CATProduct documents.
You will find it convenient to freely

drag and rotate components to
make it easier to define assembly
constraints
307
307
Notes:
How to Use the Compass?
Here the entire assembly rotate around

the X-axis.
Notes:
Positioning the Compass to Move a Component

The first step in freely moving a component is to place the
Compass in position on a component.
1
Move your cursor over the small red

square of the compass to get this
cursor icon
Press and hold down MB1 to drag the

compass. When moved , the compass
takes this shape.
If you release MB1 before any
component selection , the compass
will return to this point.
A component is selectable when this
point disappears
Green highlighted compass means that

a component is selected and that you can
move it.
When the component is selectable , the compass takes

the orientation of the geometric element that is under the
compass. To select, release MB1.
Once a component is selected , you can

select any other one by clicking on it ,
and the compass, when moving, will drag
it.
308
308
Notes:
Freely Moving a Component Using the Compass

Here are the basic steps for freely moving a component.
Place the compass on a

component.
Select the type of movement you want by

moving the cursor on the Compass. The
highlighted compass elements indicate
the available movement :
(a) Translation
along an axis
(b) Translation
along a plane
(c) Rotation
around an axis
(d) Rotation around the

origin of the compass
With MB1 held down,

move the component
To move a component while respecting

the constraints, press [SHIFT] while
pressing MB1 and moving the
component.
[SHIFT] key
309
309
Notes:
You will see how to position components by defining constraints between them.
310
310
Notes:
Manual Update For Assembly Design

You have the option to update manually or automatically assembly
constraints.
1
Activate Manual
Select the Assembly Design

branch under the
Mechanical Design node
Select Options... from

the Tools menu
Use Manual Update mode to avoid components moving

around before being fully positioned (fully constrained).
311
311
Notes:
Setting Assembly Constraints ...

There are 2 ways to define constraints between components.
constraints icons
are in :
To set a constraint between two components, you can either :

(a) select the icon and the elements after (action objects)
the
Constraint
toolbar
and
the Insert Menu
(b) select the elements and then the icon (objects action)
(a)
(b)
Note that in the case (b) you may have to use the [Ctrl] key
to multi select elements whereas in the case (a), CATIA will be
waiting for a next selection
312
312
Notes:
Fixing a Component in Space (1/2)

Components that are fixed in space return to their fixed-in-space
position when constraints are updated (regenerated).
Its a good idea to fix-in-space one component
in each assembly that will serve as the base
Click the fix icon
Select the component in the tree

or in geometry
The component is fixed in

space
313
313
After Update.
A fixed component
can not be moved
314
314
Notes:
Fixing a Component in Space (2/2)
The fixed component is

moved with the
Compass.
Notes:
Fixing a Component (1/2)

When you start to put constraints in an assembly you need first to have a fix component
and then place the others components with regard to last one. If this component is only fix
(and not fix-in-space), you can modify his position and the assembly still remain coherent in
term of constraints.
Click the fix icon 2
to create the
constraint or
Double-click the existing Fix

constraint
Select the More>> button
Deactivate the Fix in Space option
315
315
Notes:
Fixing a Component (2/2)
Drag the component

with the compass at a
new position
The component above

the compass is fix only
(and not fix-in-space)
After the update, you see in this example that the blue and red
components moves with respects of the constraints.
316
316
Notes:
Fixing-Together Components
Components that are Fixed-Together move as a single entity.
Click the fix together

icon
Select the components to be Fixed-Together. You

can select more than 2 components.
As a matter of practice, it would be a good idea

to Fix-Together unconstrained components to
avoid unintentionally modification or
displacement.
The Fix Together dialog box allow

you to have the list of the
components you select.
Then you can remove some elements
from the selection list by selecting in
the 3D, or in the list.
317
317
Notes:
User Setting: Turning On Fix-Together Warning

Fix-Together constraints are used to glue components together. With the Compass it is
possible to unintentionally separate Fixed-Together components.
In Tools > Options, select Assembly Design branch under Mechanical Design node.
In the General tab, activate an option as shown below.
Move all Fixed Together components.

Move only the selected component (default
option)
Display this Warning
318
318
Notes:
Disregarding the Fix-Together Warning

You will be warned when attempting to move a component that is Fixed-Together. Pay
intention, if you disregard the warning the new position will be permanent.
For example, when you attempt to snap
this component.
You will see this warning
If you uncheck this option, after pressing

OK, you can continue to move the
component
But beware that updating the assembly will

not move the component back in position. It
has a new position within the Fix-Together.
Immediately press Undo if you did not

intend to move the component.
319
319
Notes:
Defining a Coincidence Constraint (1/2)

Coincidence creates alignment that can be coaxial, coplanar, or merged points.
coaxial
merged points
Click the coincidence icon.
coplanar
Select the two elements

specifying the constraint.
The constraint is created and the

elements are aligned.
320
320
Notes:
Creating a Coincidence Constraint (2/2)

Concerning coplanar alignment, CATIA gives a choice of orientation with two green
arrows
1
Click the
coincidence
icon.
2
Select two planes as
geometric elements for
the constraint.
1st
selection
3
Just click one of those
green arrows to invert
the orientation of the
moving component.
2nd selection
When putting a constraint between

two components, the moving
component will be the first selected
one if it is not fixed or fixed in space
Click on OK when the

orientation is correct.
321
321
Notes:
Defining a Contact Constraint

Contact constraint connect two planes or faces.
Click the
contact icon.

defining the constraint.
The constraint is created and the

elements are connected.
322
322
Notes:
Defining an Offset Constraint

Offset constraint defines a distance between two elements.
1
Click the offset

icon

specifying the constraint
1st selection
2nd selection
Key the offset value
Select the orientation (same or opposite)

either :
by clicking on the green arrow
or by selecting an orientation in the

Orientation drop down menu
Offset constraint with

same orientation
Offset constraint with

opposite orientation
323
323
Notes:
Creating an Angle Constraint (1/2)

This tool allows you to define an angle between components
1
Click the angle

icon

to constraint
Fill in the constraints properties dialog box :

- select the constraint type (Angle)
- key the angle value
324
324
Notes:
Creating an Angle Constraint (2/2)

You can also define a parallelism or perpendicularity between 2 elements. In the case of
parallelism, you can choose between same or opposite orientation.
1
Click the angle

icon
Select 2 planes as geometric

elements to specify the
constraint
Select the parallelism constraint.

Select the orientation (same or opposite) either :
by clicking on the green arrow
or by selecting an orientation in the Orientation

drop down menu
Parallelism constraint
with same orientation
Parallelism constraint
with opposite orientation
325
325
Notes:
Constraint Rules
There are some simple rules that CATIA automatically enforces.
You can apply constraints only between the child components of the active component.
You cannot define constraints between two geometric elements belonging to the same component
You cannot apply a constraint between two components belonging to the same sub-assembly if this
sub-assembly is not the active component.
(3) This constraint can be applied since Product C
belongs to the active component Product B and
also Product E is contained within Product D which
is contained within the active component Product
B.
(2) This constraint cannot be applied because

Product E and Product F both belong to a
component other than the active component
Product B. To define this constraint, Product D
must be made active.
(1) This constraint cannot be applied because

Product K does not belong to the active
component Product B. To define this constraint,
Product A must be made active.
326
326
Notes:
Assembly Assistant
This assistant will warn you when you make mistakes when defining constraints
This warning appears when you switch on the setting only

use the published geometry and try to select a non published
element for a constraint.
This warning appears when you try to constrain a component

which does not belong to the active product.
This warning appears when you try to constrain two

elements which belong to the same component.
(4)
327
327
Notes:
You will learn how to update assembly constraints
328
328
Notes:
What Does Updating Constraints mean ?

Updating an assembly means updating its components as well as constraints to check if
they are all in their correct position. You can choose between updating the whole assembly
or only some components.
Here the coincidence constraint is not

updated because :
- the icon constraint in the
specification tree is not up to date (note
the small update symbol on it)
- the constraint is in black
Here the coincidence constraint is updated

because :
- the icon constraint in the specification tree is
up to date (no update symbol on it)
- the constraint is in green
329
329
Notes:
Updating Constraints ...

You can update all constraints or just individual ones.
To update all the constraints and parts of

the assembly, click on the Update icon in
the Update Toolbar
Update
needed
Update
done
As a matter of practice, its a good idea to update

an assembly before saving it. This will improve
performance when opening assemblies, especially
when using Manual Update.
Its also a good idea to update sub-assemblies

before activating another assembly. This avoids
unintended results when updating constraints.
To update an individual constraint, right-click on a

constraint in the tree or 3D and select Update in the
contextual menu
Update
needed
Update
done
1
330
330
Notes:
Options For Updating Assembly Constraints

You have 2 modes to update an assembly : Manual or Automatic. It can be
applied to the active level of the assembly or all levels.
Click on Options in the
Tools menu
Select the Assembly Design branch

under Mechanical Design node
Select Manual mode because

Automatic mode will modify
your assembly with each
constraint creation
331
331
Notes:
Handling Update Errors

When you update an assembly, constraints are checked for conflicts.
While you update an assembly, CATIA will display the Diagnosis

Window if there are problems such as over-constrained
components.
(a)
Edit displays the Constraint Definition

window where the constraint can be
edited or reconnected to a different
element.
(b)
Deactivate is a way to turn OFF a

constraint without deleting it. This
allow you to reexamine the problem
later after some more work or some
other changes.
When you select a record you can:

(a) edit it
(b) or deactivate it
332
332
Notes:
Why Analyzing an Update ?

Analyzing Update allows you to know what are the constraints and components in your
assembly that are updated. Thus you can update them separately directly from where you are.
Update Analysis Dialog Box
constraints and components

to update
333
333
Notes:
Analyzing Update (1/2)

With the Analyze Update tool, you can know exactly what constraints and
components are updated or not in your assembly and its sub-assemblies.
Select Update in the Analyze
menu
The Update Analysis dialog box is displayed:
334
334
Notes:
Analyzing Update (2/2)

With the Update tab, you can choose and update any unresolved feature directly from
where you are
This drop-down list displays all
assemblies and subassemblies that can be
analyzed
In Update tab
List of the
unresolved
components
3
Select or multiselect in the list
the features you
want to update
4 Click on
Update icon
When a Component is
updated in the geometry it
disappears from the list
Once you have

finished with Update
Analysis, Click on OK
335
335
Notes:
Positioning Components Exercise

10 min
Complete the following exercise:
Use the compass to put in place approximately

the components; and then create assembly
constraints to position them correctly.
336
336
Notes:
Design Process
1. Move the Components with the

Compass
2. Apply constraints between

components
3. Update the product
337
337
Notes:
Do It Yourself
In order to create and define constraints between components, move
the components together with the compass.
1- Select the Fix Component constraint

and select the Housing
2- Constraints used for the Bearing_cap:
two Coincidence constraint and one Contact
constraint
3- Constraints used for the Roller_bearing:
two Coincidence constraint
1
2
Pt1
Update the assembly to verify that your constraint

is correct.
Load: GEAR_REDUCER.CATProduct
338
338
Notes:
Recap
Pre-positioning components using the
compass
Applying constraints to precisely
position the components
Update the assembly to take the

constraints in account
339
339
Notes:

reference material
Companion:
Skillets:
Freely Moving Components with the Compass, Defining Assembly
Constraints, Updating Assembly Constraints
Documentation:
Books:
340
340
Notes:
To Sum Up ...
You have seen how to Position Components using Constraints by :
freely moving components with the Compass
defining Assembly Constraints
updating Assembly Constraints
defining Quick Constraints
using Multi Constraints Modes
hiding Assembly Constraints

filtering Assembly Constraints
341
341
Notes:
Analyzing an Assembly
You will become familiar with tools created to analyze and check your assembly
342
342
Notes:
You will see how to measure an assembly
343
343
a- Measure Between
Measuring the length of a line with

(b)
b- Measure Item
a b c
c- Measure Inertia
Measuring distance between the

axis of two different components
with (a)
Measuring the inertia of a

component or a product with (c)
344
344
Notes:
What is Measuring an Assembly ?

Distance and angles can be measured. Individual geometric
elements can also be measured. There are 3 types of measure
in the Measure toolbar :
Notes:
Measuring Between Element/Component

You can measure angle and distance between element/component.
Measure
Between
Optionally define how you want

to measure
Select the reference and target

elements
4a
Minimum distance and angle are

displayed in 3D and in the results
window
4b You have all details in the result window and create the
associated geometry
To select sub-elements like the

axis of a hole, right-click and
select Other Selection ...
345
345
Notes:
Measuring Elements
You can measure geometric elements.
1
Click the measure

item icon
Select the geometric element you

want to measure
Properties of the selected geometric

element are displayed in 3D and in the
results window
Click the Customize button to

add information like :
Center of gravity for surfaces and
volumes, Direction vector for an
edge,
346
346
Notes:
Measuring Inertia
You can measure inertia of components or geometric elements.
Click the measure
inertia icon
Select the component

to measure
All details are displayed in the result

window
Click the Customize button to

add information like:
Center of gravity for surfaces and
volumes, Direction vector for an
edge,
347
347
Notes:
Keeping Measure
You can keep results of measures as features in the tree
1
When you measure

items, you can activate
the Keep Measure
option to have in the
3D more information
about your assembly
Those measure features

contains parameters that
can be used in formulas of
the Knowledgeware for
example
Each measure will be kept

in the tree
And in the Geometry
And will be saved in

the CATProduct file
348
348
Notes:
Creating Geometry
You can create geometry associated to the measure
One you have measured items, you can

create geometric elements as lines,
points by clicking on Create Geometry.
CATIA let you choose where to save these

new geometrics elements:
If you choose to save geometry in a new

CATPart (and then a new file), you can
select what geometry to generate.
Note that you can get an associative or
non-associative geometry
To get associative geometry you need to:

Check the option Keep link with selected object
(in Tools Options Infrastructure Part
Infrastructure
Check Keep measure in the Measure dialog box.
349
349
Notes:
Checking For Clash and Clearance
You will learn how to test for clash and clearance violations between
components in you assembly
350
350
Notes:
What Is Clash and Clearance Analysis ?

Clash analysis is used to check for interference between components. On the
contrary clearance analysis is used to ensure the proper clearance between
components.
A clash occurs when one component

penetrates another one
A clearance violation occurs when a

minimum distance between components is
not respected
For more in depth clash and clearance analysis,

see the DMU Space Analysis workbench
Companion
351
351
Notes:
Checking for Clash Between 2 Components

The analyze menu enables you to check for interference between
two components.
1
Click on Compute Clash in

the Analyze menu
3a Select Clash from the list
3b
Multi-select the components

(using the [CTRL] Key) you want
to analyze
Clash violation is signaled

in the window and Clashes
are highlighted in the 3D
view
352
352
Notes:
Checking for minimum Clearance Between 2 Components

The analyze menu enables you to check the respect of
clearance between two components.
1
Click on Compute Clash in

the Analyze menu
3a
Multi-select the components

(using the [CTRL] Key) you want
to analyze
Select Clearance in
the list
3b
Key in the clearance

value and click on apply
Clearance violation is
signaled in the window and
components that do not
respect the clearance are
highlighted
353
353
Notes:

reference material
Companion:
Skillets:
Measuring an Assembly, Checking for Clash and Clearance
Documentation:
Books:
354
354
Notes:
To Sum Up ...
You have seen how to Analyze an Assembly by :
Analyzing constraints
Analyzing Degrees of Freedom
Checking Mechanical Properties
355
355
Notes:
Editing Parts in an Assembly

You will see how to edit parts in-context of an assembly
Designing in Context of an Assembly

Positionning Components using Smart Move
356
356
Existing Assembly
Insertion
New Part
In this case, the part is created

independantly to the assembly: it
is inserted in the assembly only
once it is created.
In Top-down design, you edit and

work with parts in the context of
an assembly:
Existing Assembly
Edition
Part
In this case, the part is created in

regards to the other components
composing the assembly.
357
357
Notes:
Top-down Design versus Bottom-up Design

In Bottom-up design, you create
parts and insert them in an
assembly:
Notes:
Top-down Design : working in the Context Of an Assembly

When you want to create a new part in an assembly, the new part features and sketches can be
design in-context. The existing components help you to define your new part.
Sketches can be supported by planar
face of a neighboring component
3D elements from other components can

be projected onto and intersected with
the sketch plane
Parts can be created in the

context of an assembly
Sketch constraints can be defined

using elements in other components
Features can be limited

up-to other components
358
358
Notes:
Designing in Context Of an Assembly
You will see how to design a part in context of an assembly with or without
External References
359
359
Notes:
Editing a Part
When you want to edit a part, you have to activate it and then the last
workbench used for this part is displayed.
Expand the tree by clicking on

the plus-sign (+) next to the
part you want to edit
This branch represents the

instance of the part
This branch represents the
actual part
Double-click the branch that is

just below the one you expanded
The part is then active and the last

workbench used to edit the CATpart
document is displayed ( here the Part
Design Workbench)
Another way to easily

activate a part is to doubleclick the part in 3D view
360
360
Notes:
Sketching On the Face Of a Component

You can use a planar face of a component as a plane support to
sketch a profile.
4
3
Select the planar face of

a component
Select the Sketcher icon in the

Part Design workbench
Sketch on the face

your profile
Notice that a copy of the face

appears in the Open_body of the
active part.
In this example this surface is not
linked.
361
361
Notes:
Defining Sketch Constraints Using Other Components

Sketch constraints can be defined using elements of other components. It
can be useful at the beginning of the creation of the body.
Select one geometric element from the sketch

and another one from a neighboring component
Define the constraint between this two

elements to place in position the
sketch
Notice that a copy of the geometric

element from the other part
appears in the Open_body of the
active part
362
362
Notes:
Projecting 3D Elements Onto the Sketch Plane

You can project 3D geometric elements from neighboring components onto the
sketch to make profile easier .
1
Click the Project

3D Elements icon
Select a geometric element of

a neighboring component
As a general rule the new component can be

inserted in an another assembly, or moved in an
another position, thus you have to isolate the
projected element with the contextual menu :
You can also project other types of

elements such as points and faces
(which projects the edges of the face)
363
363
Notes:
Intersecting 3D Elements with the Sketch Plane

You can intersect 3D elements from neighboring components with the sketch plane.
1
Click the Intersect

3D Elements icon
Select an element from a

neighboring component
As a general rule the new component can be

inserted in an another assembly, or moved in an
another position, thus you have to isolate the
intersected element with the contextual menu :
You can also intersect other types of

elements such lines (which creates a
point at the intersection)
364
364
Notes:
Limiting Features Up-to Other Components

You can select geometric elements of other components to use them for the design
features of your part
When defining features such as a pad,

you can limit up-to-plane or up-tosurface of another component
Select a face of a neighboring

component
365
365
Notes:
Smart Move Viewer for Snapping
You will see the Smart Move Viewer
366
366
Notes:
Positioning Components using Smart Move
This Viewer appears only if you pre-select the Components affected to perform the Smart Move
This functionality consists on positioning Components with a Viewer .
Benefits:
- Used in many contexts (Parts from Catalog, Multiinstantiation, Parts not selectable because in others)
367
367
Select one component
A viewer enables to select

one element to snap
4 Then select the other
element to snap in 3D
368
368
Click on the Output feature icon
Notes:
Snapping Components with a Viewer

2
Notes:
To Sum Up ...
You have learned the concept of Top-Down approach compared to the BottomUp approach.
You have seen how to make simple design in the context of an assembly.
369
369
Notes:
Working with Components

You will see how to handle components in an assembly
Deleting Components
370
370
Notes:
Deleting Components
You will see how to delete components and their associated constraints
371
371
Notes:
What Is Deleting Components ?

Removing a component from an assembly is called deleting the component.
Deleting a component removes the
component from the assembly
But deleting a component does not delete

the referenced file from the hard drive
372
372
Notes:
Deleting a Component (1/2)

When deleting a component, you decide whether or not to delete the
constraints associated with the component.
In the specification tree, select the component to
be deleted. Press the <DELETE> key or choose
Delete in the contextual menu
The delete dialog is displayed. The option

Delete all children is unchecked by
default to not delete the assembly
constraints associated with the component
373
373
Notes:
Deleting a Component (2/2)

When deleting a component, you decide whether or not to delete the
constraints associated with the component.
3a
If you confirm your action
with the unchecked

option the constraints
are disconnected.
3b
You can also have

more details on the
affected elements and
then choose to keep
or delete them.
with the checked

option the constraints
are deleted.
374
374
Notes:
You will see how to duplicate components
375
375
Notes:
Copy-and-Paste a Component
Copy-and-Paste is an easy way to duplicate a component.
Another way to copy-and-paste a
component is to press [CTRL] while
dragging the component onto the
assembly.
After pasting there are two

instances of the part : the
original and the copy
[CTRL] key
Right-click the component

to copy
You can also use shortcuts
Select
Copy
Instance name
Right-click on the assembly in which

you want to paste the component
Select Paste
376
376
Notes:
Setting Copy-and-Paste Options

You control whether constraints are copied-and-pasted when
copying-and-pasting components.
1

the Tools menu
Two Lug Nuts with a

coincidence constraint
to the same Stud
Set one of these options.

You do not have to restart CATIA to take into
account your option.
Copying constraints when copying a component will cause both

components to be constrained in exactly the same way. This is okay, but
you will have to manually edit or delete and recreate some constraints.
377
377
Notes:
Duplicating Multiple Instances Of a Component

Components can be duplicated along a line. Beware that in this
case the components are not automatically constrained.
Define Multi Instantiation
Use the Fast Multi

Instantiation icon to re-use the
Default multi-instantiation
definition
Select a component
3a Specify the number of instances and

space between them
Select a direction using an edge of

3b a component or use the X, Y, Z
direction of the axis.
378
378
Notes:
Duplicating Components Using An Existing Pattern (1/3)

Patterns can be used to automate the duplication of a component
and its constraints.
When you click on the Reuse Pattern icon, the Instantiation on a
pattern dialog box is displayed.
You have 2 work modes :
association with the pattern : Keep Link with the pattern
activated,
without association : Keep Link with the pattern deactivated.
It displayed also the name of the pattern, the number of instances to
be created (for information only) and the name of the component to be
repeated.
You can use the component to instantiate in 3 different ways :
re-use the original component : the original component is
located on the pattern, but remains at the same location in the
tree.
create a new instance : the original component does not move

and a new one is created on the pattern.
cut & paste the original component : the original component is

located on the pattern and moved in the tree.
With the option Put new instances in a flexible component activated
all instances are gathered together in the same component.
379
379
Notes:

You can select untidy the component to instantiate and the pattern to
reuse. In this example the instantiation is linked to the definitions pattern.
The original
component and the
3 instances
An assembly
feature is created.
Notice that in that case for the new instances no
constraints are generated; if you modify one of them,
the update of the assembly will take into account the
modification.
Inputs of the
Reuse Pattern
are located below.
380
380
Notes:
When you modify the instances in the design pattern, the assembly pattern is
out of date and the update of the assembly will add/delete generated
components
381
381
382
382
Notes:
Notes:
What is a Symmetrical Sub-Assembly ?

Create a symmetrical sub-assembly from an original one, based on a symmetry plane.
Generation:
The result of the generation of a symmetrical sub-assembly is another sub-assembly
with a similar product structure.
The User chooses between both options ,
The parts building the symmetrical sub-assembly are :
Either a symmetrical part from the source part. This involves creating a new part,
outside any assembly context, with a new PartNumber . A typical example is the left
door in a car, relatively to the right door.
Either a new instance of the source part, in a position symmetric to the original
part. A typical example is a cars front left wheel, relatively to the front right wheel.
383
383
Select the icon
in Assembly Features Toolbar

The Assembly Mirror Wizard appears :
Select the sub-assembly to be mirrored
Select the symmetry plane
The reference plane is now displayed in green.
384
384
Notes:
Making a Symmetry of a Component (1/2)

1
Notes:
Making a Symmetry of a Component (2/2)

By default , CATIA creates a new component for each Part
4 Results:
4 components created
New Product
New Parts
385
385
Notes:
Creating New Instances

When the user chooses to create a new instance of a source part, at a mirrored position, a
new instance is created in the symmetrical sub-assembly. Its position is chosen with respect
to the symmetry plane, at creation time.
On this following example , you need to

create a new instance of the Wheel and Disk
Parts.
Select one component and activate
Rotation, new instance option
Only reference plane of

the part can be used in
determining the
transformation
You can check the

result of the Assembly
Symmetry in this dialog
box.
386
386
Notes:
You will learn how to replace components
387
387
Notes:
What Is Replacing Components ?
Replacing a component is a shortcut to delete a component and to add

another one in its place.
388
388
Notes:
Replacing a Component
A single instance of a component can be replaced.
1
Right-click the component to be

replaced
2
3a
Choose a filter if necessary (for example, CATPart,

Select Replacement
Component
3b Double-click the file
Notice that the instance

name is not modified
Do not forget that you have to check

manually each reference (constraints, )
By selecting this option, all instances

that have same reference will be replaced
389
389
Notes:
Reconnecting a Constraint (1/2)

A constraint can become unresolved after a replacement of a component or
connected to a wrong geometric element.You have the possibility to redefine the
geometric elements involved in it.
1
Edit the constraint you want to

reconnect
Expand the dialog box
Double click
Note that these broken

constraints are indicated
by a yellow warning
symbol.
Select in dialog box geometric

element to reconnect
Click on
Reconnect
390
390
Notes:
Reconnecting a Constraint (2/2)

The Constraint dialog box let you have a look at geometric elements involved
in it.
Select the new geometric

element
Edited constraint is now

connected to the just
selected element.You can
Click on OK and Update
the constraint
391
391
Notes:
You will learn how to move components from one assembly to another assembly
while maintaining constraints
392
392
Notes:
What Is Restructuring Components ?
Sometimes it is necessary to restructure components by moving components

from one assembly to another one to have a more logical grouping of elements
for example.
Move to peer assembly
Move to sub-assembly
Move to parent assembly
393
393
Notes:
Setting Cut-and-Paste Options

You can control whether constraints are maintained when moving a
component to another assembly.

the Tools menu
Select Assembly Design node

under Mechanical Design branch
You have 4 different options available :

(a) If you want to paste (after a cut or copy) only
the component and define the constraints yourself.
(b) If you want to instantiate a component with the

assembly constraints.
You do not need to restart CATIA
to take into account these options.
Thus you can activate one of them
while you work.
(c) If you want to move a component with the

assembly constraints.
(d) Contrary to (a), If you want to paste (after a cut or
copy) the component with the assembly constraints.
394
394
Notes:
Moving a Component to Another Assembly

Components can be dragged to another assembly while maintaining constraints.
Click the component and
hold down the left mouse
button
Drag the mouse over the target

assembly and release the
mouse button
The component is moved to

the target assembly
Notice that the constraints linked

to the component are moved.
395
395
Notes:
You will see how to change the components order display in the specification
tree
396
396
Notes:
What Is Reordering Product Structure?

You can reorder components in the specification tree under a selected product to
your needs
Tree to reorder
Reordered tree
397
397
Notes:
Product Structure Reordering (1/2)

This tool allows you to reorder components in the specification tree under
selected product to your needs
1 Select the Graph Tree Reorder tool by the menu
Edit/Components/Graph Tree Reordering or by clicking on the icon
(2)
Select the Product in which

you want to reorder
components
3a Select the Component you
want to reorder
4a
(3)
Click one of these arrows to

move the selected component
up or down in the tree
398
398
Notes:
Product Structure Reordering (2/2)

There is another way available to reorder components in the tree
3b Select another
component to reorder
4b
Click this icon and click the

component above which you
want to place the selected
component
Here is the reordered tree
5
Click Ok to get the
reordered tree
399
399
Notes:
To Sum Up ...
You have seen how to Work with Components by :
deleting components
duplicating components
replacing components
restructuring components
reordering Product Structure
400
400
Notes:
Time to Practice
Product Design Master Exercise
401
401
Notes:
Introduction To Generative Drafting

You will learn about the Generative Drafting Workbench by:
Understanding the general process

Accessing the Workbench
Exploring the User Interface and Terminology
Duration: Approximately 10 min.
402
402
Associative link
Design Changes
Generative
Drafting
-BDimension
View(s)
The drawing can be generated at any time; if

the part or product is changed, the drawing
will be automatically updated because of the
associative link.
403
403
-AGenerate View(s)
Geometry
Part Design
Assembly Design
Notes:
General Process
Sketcher
Notes:
Accessing the Workbench
From 1- Start menu

or 2- Workbench Icon
or 3- File menu
404
404
Notes:
Drafting Toolbars and Objects

Each toolbar contains objects that are related to specific tasks.
Objects within these toolbars are compressed and can be expanded for
additional capability by selecting the
Dimension properties
Text properties
12345678-
Set Default Switch
Graphic Properties
2
7
405
405
Active view
(underlined in the tree and with a red frame)
View Frame
Views
View Name
and
View Scale
Prompt zone
Grid
406
406
Notes:
Drafting Terminology
Specifications Tree
Notes:
Generative Drafting (P2 Power Tools)

(View Menu)
Magnifier (on)
Drawing Overview (on)
View Manipulator Dial

(at Front view creation
with view wizard)
Step by step Dimension

Generation
407
407
Notes:
To Sum Up
In this introduction to the Generative Drafting Workbench,
You had a quick tour of the process to create

the views of a 3D part and how the access the
Generative Drafting workbench
You have seen the general layout of the user
interface, terminology and the basic
principles.
408
408
Notes:
Starting a Drawing and View Generation

In this lesson you will learn how to generate a drawing and views for a 3D part.
Introduction
Starting a Generative Drawing
Sum Up
409
409
Notes:
What is a Drawing?
A Drawing Document is a file that is also called a CATDrawing and is identified by its file
extension (.CATDrawing).
CATDrawing file extension
identification.
A CATDrawing file contains a structure

listing of all the sheets and views
contained in the document.
410
410
Notes:
What are the different types of Views?

Views can be associative (linked to 3D parts) or unassociative (unlinked from
a 3D part).
Associative (Linked) Views to a 3D part are called GENERATED VIEWS.
3D Part
Unassociative (Unlinked) Views to a 3D part are called DRAW VIEWS.

GENERATED VIEWS
DRAW VIEWS
411
411
Notes:
Starting a Generative Drawing

You will learn how to generate a drawing directly from a 3D part.
Guide Piece
Drawing
412
412
Notes:
How to Start a Generative Drawing from a CATPart?

Drawing Documents (CATDrawing) can be created in various ways.
Ways to Generate a Drawing
1- File menu
2- Start menu
3- Workbench Icon
2
3
4- New Icon
413
413
Notes:
Classical Method to Start Generating a Drawing
File Options:
New... for starting a default drawing document
New from... for starting a drawing from an existing document
Open... for opening an existing document
414
414
Notes:
Setting the Drawing Sheet Format and Drafting Standards

The Modify option changes the default sheet format and the format standards.
ISO
ANSI
or JIS
The following items maybe set:

ISO, ANSI and JIS standards
Paper formats (A, B, C, or A0, A1, A2, etc..)
Orientation (Landscape or Portrait)
Sheet scale (1 is default and should only be changed with caution)
415
415
Change to the Drafting

Workbench from the
Part Workbench
Select the Sheet option in the Start

Wizard
Select OK to accept
the default drawing
standards and Format
Size
416
416
Notes:
Starting a Drawing with a Blank Sheet

1
Notes:
You will learn how to define the main views for a drawing using the View Wizard.
The geometry will be generated into these views from the associated Part
Document.
417
417
Notes:
Creating Views
Views can be created in various ways:
1- View Wizard
2- Individually one by one
The View Wizard is a quick way

to select predefined view
configurations or define a
customized view configuration.
Many types of views can be

created one by one in an as
needed approach.
418
418
Notes:
Creating a Front View (1/2)

Create a front view either from a part, sub-body of a part, product, or from the sub-part of a
product using a reference plane.
1
Start the drawing with a blank sheet
Note: the Front View is used as the

defining view when creating projection
views.
Select the Front View icon
Switch or activate the

CATPart or
CATProduct
document (window)
419
419
(Optional) Select the bodies or parts to display in the

tree (use Ctrl key). If none is selected, all bodies or
parts will be displayed. Or select a local view axis to set
the view origin.
Select anywhere on the drawing sheet

to generate the view
420
420
Preview of the front view
Select your front view plane. A

preview will be shown on the
drawing sheet.
Notes:
Creating a Front View (2/2)

4
Notes:
Rotating the Front View Background with the View Manipulators

(1/2)
Before accepting the view, it can be reoriented with the view
manipulator
clicking
right arrow
clicking
up arrow
Up, down, right and left arrows flip

background plane view 90 degrees.
Center left and right arrows rotate
view 30 degrees in the same plane.
The 30 degrees increment can be
changed with the contextual menu on
the dial.
clicking
center left
arrow
When finished, click on dial

center or anywhere on
sheet to generate the Front
View.
421
421
Set the angle of Rotation
Set the increment of Rotation
Set free Rotation
422
422
Notes:
Rotating the Front View Background with the View Manipulators

(2/2)
View Manipulator contextual menu settings
Notes:
The View Wizard

The VIEW WIZARD provides the ability to quickly create a variety of standard
view configurations or build a specific view configuration.
All Views
View Wizard (Step 1)

Predefined view
configurations.
Front, Top and Left Views

Front, Bottom and Right
Views
View Wizard (Step 2)
Individual view choices

for creating a specific
view configuration.
Add, delete and rearrange the views as needed.
423
423
Notes:
Generating Main Views with the View Wizard Quick Method (1/3)
The process to use the view wizard to quickly build views on a blank drawing sheet.
Select one of the view configuration

and the Next button for additional
views
Select View Wizard
Select and place any additional views

(Isometric view) to the existing view
configuration and select the Finish
button
424
424
Select the face on the 3D part for

the Front view background
plane.
A preview of your view configuration

appears on the drawing sheet.
A preview of the Front view appears in

Part Design Workbench when preselected (highlighted) by the cursor
425
425
Notes:
4
Select anywhere on the drawing to generate

and modify the individual view location as
needed
426
426
Notes:
6
Notes:

reference material
Companion:
Skillets:
Starting a Generative Drawing, Defining the Main Views
Documentation:
Books:
Generative Drafting Product
427
427
Notes:
To Sum Up
In this lesson you have seen
How to generate the geometry of the main views

either automatically or manually while the part to be
drawn is in the Part Design workbench
Ways to define views on a blank
drawing
428
428
Notes:
Additional View Generation

In this lesson you will generate section, detail, auxiliary, isometric and broken
views on a drawing.

Sum Up
429
429
Notes:
You will learn how to add section views and section cuts to the drawing
430
430
Notes:
What are the different types of Sections Views ?

There are 3 main types of sectional views; "full section", "offset" or "aligned" depending on
how the cutting plane is defined.
Offset Sections
Simple Offset
Section
Complex Offset
Section
Aligned Sections
Aligned sections, also called "revolved" sections, has a

cutting plane revolving around an axis
431
431
Notes:
Section Views and Section Cuts

Reminder of the differences of a section view (Offset or Aligned) and section cut (Offset or Aligned)
Section View: A view of the cutting plane and any

geometry that extends beyond the cutting plane in the
direction of the sight (arrows).
Section Cut: A view of only the material

that the cutting edge touches when
passing through the part.
432
432
To add a section view on this drawing
Activate the front view and select the

desired Section View icon
2
Select the circle A, double click at B, then place the

view C
The section is added
(A)
(C)
(B)
Note : Preview
appears
433
433
Notes:
Adding a Simple Section View on a Drawing

1
Notes:

You will learn how to add secondary views
Isometric Views
Breakout Views
Detail Views
Clipped Views
Broken Views
434
434
Notes:
What are secondary Views ? (1/2)
Secondary Views are added to improve the clarity of the description of a

part through better visualization and/or to aid in dimensioning. There are
seven types of secondary views.
Secondary Views:
1) Detail Views: A detail view is defined by a

"callout" on an existing view around the area
to be enlarge for the new view. The callout
can be a circle or an free-hand sketched
profile.
2) Clipped Views: A clipping view is defined
by a callout on an existing view. The
callout can be a circle or an free-hand
sketched profile and the clipping will remove
all the existing views geometry that is not in
the callout.
4
3
3) Isometric Views: An isometric view is the

projection of the 3D part and its relation to
the current rotation of the XYZ plane.
4) Broken Views: A broken view is defined by
adding break lines to determine an area of
the view that will be removed. Views can be
broken horizontally or vertically.
435
435
Notes:
What are secondary Views ? (2/2)

6
Secondary Views:
5) Breakout Views: A breakout view allows

the creation of a local cut (by a plane) in
order to see the inside of a part without
cutting it totally.
6) Auxiliary Views: An auxiliary view is a
view created in a given direction which is not
a direction that can be obtained with a
standard view
7
7) Unfolded Views: An Unfolded view is a

view that can only be obtained from a Sheet
Metal part. This kind of view unfolds the
sheet metal part in accordance with the rules
which have been applied to the bends
436
436
Select the Isometric icon
Select a face on the part in the Part

or Product document
(A)
A preview of the Isometric View displays
Select anywhere on the drawing to

generate the view
437
437
Notes:
Adding an Isometric View

1
Notes:

reference material
Companion:
Skillets:
Adding Section Views and Cuts, Adding Secondary Views
Documentation:
Books:
438
438
Notes:
To Sum Up
How to add section views and section cuts to a

drawing
How to add secondary views
439
439
Notes:
Editing Views Layout and Properties

In this lesson you will change the layout of views on a drawing and change the
properties of the views.
Editing a View and Sheet Properties

Repositioning Views
Modifying Views
Modifying of Section, Detail and Auxiliary Profiles
Sum Up
440
440
Notes:
Editing view and sheet properties
You will learn how to edit the view and sheet properties.
441
441
Notes:
What are view and sheet properties?
View and Sheet properties control all the variables related to specific views and sheets of the
drawing.
442
442
Select the view to modify in the tree

or View frame and Properties with the
contextual menu
Select the View or Graphic tab and

change the necessary options, here :
(A) View name
(B) Dressup to have fillets on
(C) Visualization to remove the frame
C
B
443
443
Notes:
View Properties
1
Notes:
Sheet Properties
1
Select the Sheet (Sheet1) in the tree and Properties in

the contextual menu to change its name.
Modify the Sheet name, scale, or projection

method (ANSI or ISO).
(2)
(1)
Use this option to generate the views on the sheet

using the 3rd angle projection method (ANSI)
444
444
Notes:
Repositioning Views
You will learn how to reposition views on a single sheet and how to move views
from one sheet to another sheet.
445
445
Notes:
Repositioning views on a single sheet

3
Views can be repositioned in four different ways.

Repositioning Views Options:
1 Maintaining alignment with Parent Front view
2 Without maintaining alignment with Parent Front view
3 Relative positioning
4 Text and View positioning tool
1
To break the alignement

446
446
Notes:
Repositioning views on sheet

A view can be repositioned (moved) to another location
Select the frame of the view to move and

drag it to the correct position
View frame
Select the Do not align views in the contextual

menu first if the desired position is to be not
aligned with the Front view.
447
447
Select the view or views to be aligned
Select the positioning tool Icon

Select the desired positioning
option (Vertical Distribute)
The views will move accordingly

(aligned vertically at an evenly
distributed distance)
448
448
Notes:
Moving views on a sheet with the Positioning Tool

1
Notes:
Modifying Views
You will learn how to modify views by deleting views, isolating views, duplicating
geometry in a view, and product instance filtering in a view.
449
449
Notes:
Deleting Views
Views can be selected from the specification tree or from the
geometry on the drawing.
They can be deleted with the following

options:
1) Edit + Delete to delete the selected
views
2) Contextual Menu Delete option
3) Using the Delete key on the keyboard to

delete the selected views
450
450
Notes:
Duplicating elements in a Generative View

Duplicate interactive elements can be created over the generative elements
Activate the View

containing the
elements to duplicate
Within the active view, select

the elements to be
duplicated
Select the contextual menu

Duplicate Geometry
451
451
Notes:
Modifying of Section Profiles.
You will learn how to modify the geometrical properties of the definition profile
of Section, Detail and Auxiliary views..
452
452
Notes:
Why change the Profile?

The design of your parts or products will evolve with time. CATIA allows you to modify the
arrangement of views, and to modify the section, detail and auxiliary views to clarify your drawings.
Original part
Original associated drawing
New version of the part
Updated drawing, section view modified

453
453
Double click on the Section view

callout to open the Edit/Replace
toolbar which allows you to perform
several kinds of modifications.
2a
Move the section profile : select the callout. Drag and

drop at a new location.
Select on the End Profile Edition icon to apply the

modifications.
454
454
Notes:
Modifying Section View Profile (1/3)

2b
Inverse the view direction : select the InvertProfile

direction icon.
Select on the End Profile Edition icon to apply the
modifications.
455
455
Notes:

2c
Replace the profile : select the Replace Profile

icon. Create your new profile to replace the old one.
Select on the End Profile Edition icon to apply

the modifications.
456
456
Notes:

1
Notes:

reference material
Companion:
Skillets:
Editing Views and Sheet Properties, Repositioning Views,
Modifying Views, Modifying a section profile
Documentation:
Books:
457
457
Notes:
To Sum Up
How to Edit properties for a view, sheet and drawing

How to manage views
How to duplicate generative geometry

How to modify Section, Detail and Auxiliary view
profiles
458
458
Notes:
Finalizing the Drawing and Printing

In this lesson you will see how to finalize the drawing and how to print it

Printing the drawing
Sum Up
459
459
Notes:

You will learn how to check the drawing for 3D changes in the Part
60
40
460
460
Notes:
Matching Drawing with Modified 3D Part

Watch out for the Update icon: if it is highlighted, it means that the drawing needs to be
updated to reflect the changes that were made on the 3D part it represents
Select the update icon to re-generate the view

and modify any dimensions
40
60
461
461
Notes:
Checking Links to 3D Parts

To check if the drawing is up to date, you may have to load the represented part(s).
1
Select the Edit + Links menu
Select the desired view.
3 the Pointed Documents tab when you do not know the name of the 3D part.
Select
Select the Open button to load the part automatically
462
462
Notes:
Printing the Drawing
You will learn how to Print the drawing
463
463
Notes:
Printing a Drawing
From the File menu,
1. use Print to direct the drawing to the selected printer or plotter
2. use Preview button to check what will be printed
464
464
Notes:
Print User Interface

1) Printer: Select the printer or key in a file name to print to.
2) Position and Size: Define the position and size of the geometry on the page
3) Print Area: Define the area to print
4) Page Setup: Define the area to print
5) Print Options: Define the print options
2
3
4
465
465
Notes:
Print Options
Three options tabs are provided for customizing the printed output
466
466
Notes:

reference material
Companion:
Skillets:
Checking for Changes, Printing the Drawing
Documentation:
Books:
467
467
Notes:
To Sum Up ...
How to check the changes in the 3D Part
How to Print a drawing

468
468
Notes:
Dimensioning and Annotating

In this lesson you will dimension and annotate a drawing and learn how to
control every aspect of a dimension or a text.
Terminology
Manual Dimensioning
Chamfer Dimensions
Thread Dimensions
Dimension Systems
469
469
Notes:
Dimensioning Introduction and Terminology
You will be introduced to dimensioning

and the dimensioning terminology
470
470
Notes:
What are Dimensions ?

Dimensions define the size and functional intent of a part. These dimensions are used
to create a fabrication drawing for a manufacturer to build the Part.
Fabrication Drawing
Part
471
471
Notes:
Dimensioning Terminology and Tools

Dimension
Cumulated Dimension
Terminology:
Tools:
Stacked Dimension
Text above the main value

Text after the main value
Text before the main value

Main Value
Automatic
Dimensioning
Tolerance
Text
Text with Leader
Extension line
Text Replicate
Balloon
Overrun
Datum Target
Extension gap
(Blanking)
Datum
Dimension line
Geometric Tolerances
Text under the main value

Roughness symbol
Weld Symbol
Weld
472
472
Notes:
Manual Dimensioning
You will create and modify the different types of manual dimensions.
473
473
Notes:
What are the Different Types of Manual Dimensions? (1/2)

CATIA allows you to generate different types of manual dimensions
Linear Dimensions
Angular Dimensions
Radius Dimensions
Diameter Dimensions
474
474
Notes:
What are the Different Types of Manual Dimensions? (2/2)

CATIA allows you to generate different types of manual dimensions
Chamfer Dimensions
Thread Dimensions
Coordinate Dimensions
Hole Dimension Table
Coordinate Dimension Table
475
475
Notes:
What are the Different Types of Dimension Locators?

CATIA allows you to locate manual dimensions with five types of positioning tools
2
1
Projection Dimensions
The placement of the cursor determines the

dimension that will be created
Forced on element
Regardless of the cursor

placement the dimension is
forced to be parallel with the
element selected
3
Forced Horizontal
Regardless of the cursor placement the dimension is

forced Horizontal to the element selected
Cursor position
Cursor position
Regardless of the cursor placement the dimension is

forced Vertical to the element selected
Cursor position
Forced Vertical
True length
Regardless of the view

orientation the dimension is the
exact length of the 3D element
selected
476
476
Notes:
You will create linear and Angular dimensions
477
477
Distance:
Locating holes:
Locating features:
478
478
Notes:
What is a Linear Dimensions Used For ?
Length:
Select Dimension icon with the Projected

placement option
Select the edge you want to dimension
Select the dimension line, and drag it to

the desired place, then release the
mouse button
In order to validate the dimension creation,

select anywhere on the drawing :
479
479
Notes:
Dimensioning a Length
Select the dimension line and drag it

to the desired position, then release
the mouse button
Select Dimension icon with the

Projected placement option
Select the first edge
Select the second edge
In order to validate the dimension,

select anywhere on the drawing with
the left mouse button
480
480
Notes:
Dimensioning a Distance
Select the dimension line, and

drag it to the desired place, then
release the mouse button
Select Dimension icon with

the Projected placement
option
Select the first

circle
Select the
second circle
In order to validate the dimensions,

select anywhere on the drawing with
the left mouse button
481
481
Notes:
Locating Holes
1
Select Dimension icon
Select the true Dimension length

dimension mode
Select an element in an
Isometric View
Select the dimension line, and drag

it to the desired place, then release
the mouse button
In order to validate the dimensions, select

anywhere on the drawing with the left
mouse button
482
482
Notes:
True Length Dimension
Notes:
What are Angle Dimensions Used For?
Simple Angle:
Chain Angles:
Direct or Complementary Angle:
483
483
Select the dimension line and

drag
the dimension to the desired
position, then release the
mouse button
In order to validate the dimension,

select anywhere on the drawing
484
484
Notes:
Simple Angle Dimension
Notes:
You will create radius and diameter dimensions.
485
485
Select the radius you want to

dimension
The dimension may appear by default as

a diameter dimension (it is the same as
the last radial dimension done), in that
case, we need to turn it to a radius one
Select the dimension line, and with the left

mouse button held down, drag in rotation the
dimension to the desired place, then release
the mouse button
Place the cursor on the dimension then, with

the right mouse button held down, move the
cursor to the Dimension type -> Radius
Center option then release the mouse button

select anywhere on the drawing:
486
486
Notes:
Simple Radius Dimension

1
Select the circle to dimension
(2)
3 The diameter dimension appears as shown

below
Select the dimension line, and drag in rotation

the dimension to the desired place, then
release the mouse button

select anywhere on the drawing :
487
487
Notes:
Diameter Dimension
1
Notes:
Chamfer Dimensions
You will create chamfer dimensions.
488
488
Select the Chamfer Dimension icon, under

the Dimensions icon, and the Chamfer
format and representation from the Tools
toolbar.
Click in the free space to end the chamfer

dimension creation.
Select the first, then the second reference

surface
489
489
Select a chamfer line or surface to be

dimensioned.
Notes:
Chamfer Dimensions
1
Notes:
You will create thread dimensions.
490
490
Notes:

Create associative thread dimensions
For top view representation
For side view projection
1
Apply the Thread

specifications
Select the Thread Dimension icon
Example results:
4a
Select the Thread representation to

dimension
4b
491
491
Notes:
Dimensions System
You will create system dimensions.
Chained:
Cumulated:
Stacked:
492
492
Select the next edge
Select the next edge
In order to validate the

dimensions, select anywhere on
the drawing
493
493
Notes:
Chain Dimensions
Select all the other points or edges of

your cumulated system (as many as you
want).
Select the Stacked Dimensions icon

under the Dimensions icon.
Select the origin point or edge of your

cumulated system.
Select in the free space to end the cumulated

dimension system creation.
494
494
Notes:
Stacked Dimensions
1
Select the Cumulated Dimensions

icon under the Dimensions icon.
Select the origin point or edge of your

cumulated system.
Select all the other points or edges of your

cumulated system (as many as you want).
Select in the free space to end the

cumulated dimension system creation.
495
495
Notes:
Cumulated Dimensions
Notes:

reference material
Companion:
Skillets:
Manual Dimensioning, Creating and Modifying Linear Dimensions,
Creating and Modifying Angle Dimensions, Creating and
Modifying Radius Dimensions, Creating and Modifying Diameter
Dimensions, Creating and Modifying Chamfer Dimensions,
Creating Thread Dimensions, Creating System Dimensions
Documentation:
Books:
496
496
Notes:
To Sum Up ...
This concludes the lesson on dimensioning and annotating:

Dimension Terminology
Manual Dimensioning
Linear Dimensions
Angle Dimensions
Radius Dimensions
Diameter Dimensions
Chamfer Dimensions
Thread Dimensions
System Dimensions
497
497
Notes:
Time to Practice
Generative Drafting Master Exercise
498
498

Tutorial Catia V5

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CATIA V5 Fundamentals

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Getting Started with CATIA V5

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You will have a brief overview of CATIA V5

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CATIA V5, the New Generation

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Improving products through knowledge

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CATIA Version 5 combines the power of explicit

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Specification Tree andCompass to

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The Windows Philosophy

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Starting CATIA Using the Start Menu (PC)

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Starting CATIA Using the Contextual Menu (PC)

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Click the right mouse

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Starting CATIA V5 Session on Unix Platforms

Where OS_a is : aix_a;

Second Method: Using CATIA V5 icon

Third Method: Using Document Icons