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CATIA Training

Foils

Sketcher

Version 5 Release 10
December 2002
EDU-CAT-E-SKE-FF-V5R10

Copyright DASSAULT SYSTEMES 2002

Course Presentation
Objectives of the course
In this course you will learn how to sketch, constrain, and edit 2D profiles.
These profiles are then used to generate solids and surfaces

Targeted audience
New users

1 day

Prerequisites
CATIA Basics

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Table of Contents (1/2)


1. Course Presentation
2. Introduction to the CATIA Sketcher
3. Sketching Simple Profiles
1.
2.
3.
4.
5.
6.
7.
8.

The CATIA Sketcher Work Modes


Profiles
Points
Lines
Splines
Circles and Arcs
Conics
Axis

p. 2
p. 5
p. 16
p. 17
p. 25
p. 28
p. 32
p. 36
p. 41
p. 47
p. 53

4. Sketching Pre-Defined Profiles

p. 57

1. Sketching Pre-Defined Profiles

p. 58

5. Editing Profiles
1. Modifying Profile Geometry

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p. 64
p. 65

Table of Contents (2/2)


6. Operations on Profiles
1.
2.
3.
4.

Re-Limiting Operations
Transformation Operations
Offset
Operations on 3D Geometry

7. Setting Constraints
1.
2.
3.
4.
5.
6.
7.
8.

Introduction to Constraints
Quick Constraints
Modification of Constraints
Auto-Constraint
Animating Constraints
Sorting Sketches by their Solving Status
Performing a Quick Geometry Diagnosis
Relations Between Dimensions

8. Managing Sketches
1.
2.
3.
4.
5.

Creating Planes
Replacing a Sketch
Changing a Sketch Support
Sketch Analysis
Change Body

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p. 75
p. 76
p. 88
p. 94
p. 100

p. 112
p. 113
p. 118
p. 122
p. 127
p. 130
p. 133
p. 138
p. 141

p. 145
p. 146
p. 151
p. 154
p. 157
p. 168

Introduction to the CATIA Sketcher


In this lesson you will see the V5 CATIA Sketcher user interface and basic
functions

Why Using the Sketcher ?


Sketcher Workbench
Sketcher Interface
Sketcher Terminology
Sketcher General Process
To Sum Up

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Why Using the Sketcher?

The Sketcher is a set of tools to help users quickly generate 2D Geometry.


The completed Sketch can then be used to generate Solids and Surfaces
The capability to define Constraints between elements in the Sketcher allows for
quick modification of the Sketch and consequently the Solids or Surfaces that
are based on it.
Other tools such as Animate Constraints enable the user to explore design
alternatives

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Sketcher Workbench (1/2)

Select Start > Mechanical


Design > Sketcher then select
a plane or a face on an object

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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 Positionning 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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Sketcher Interface (1/4): Sketcher Workbench General


A New Sketch will register in the Part Tree when entering the Sketcher Workbench
Standard tools
Exit to
3D Space

Part tree

Tools & Operations

New Sketch

Constraints
Icons

Sketcher
Design tools...

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Sketcher Interface (2/4): Sketcher Tools

Exit Sketcher
Profile
Rectangles, Polygons...

Profiles

Circles, Ellipse, Arcs...


Spline
Ellipse
Line
Axis
Points...

Corner

Operations

Chamfer
Trim options...
Symmetry
Projection
Constraints dialog box
Constraint
Auto Constraint

Constraints

Animate Constraint
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Sketcher Interface (3/4): Toolbars

Sketcher
Icons

Insert menu or toolbars


Predefined Profiles

Circles

Conic

Line

Point

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Sketcher Interface (4/4): Sketcher Plane


It is possible to zoom, pan and
rotate (using the mouse).

Once on the plane on which you want to


sketch has been selected, it is displayed
parallel to the screen (if Tools+ Option +
mechanical Design + Sketcher + Position
sketch plane parallel to screen is active)

To reset a
sketch plane
orientation,
select the
Normal View
icon

If you select the Normal View icon when the sketch plane is
already displayed parallel to the screen, you will turn the sketch
plane and see its other side.

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Sketcher Terminology
The Sketch is the holding point for a group 2D elements on a
specific plane. There can be more than one Sketch using the same
plane as support.
The V-H Axis is the 0,0 for the Sketch.
Sketches generally consist of a Profile, Constraints, and
Dimensions (a type of Constraint).

Profile

Constraints

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Dimensions

13

General Process
1
2
Access the
Sketcher
workbench

Select a plane,
a solid face, or a planar
surface to sketch on

3
4
5

Create
geometric
elements

An in-work sketch
is added to the
Specification tree

Constrain the
geometric
elements

Use the sketch


to create a solid
or surface

6
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To Sum Up
You have seen:
A QuickStart Sketcher demonstration
Why Sketch?
How to access the workbench
Its user interface and tools
The terminology that will be used
The general design process

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Sketching Simple Profiles


In this lesson you will learn how to create most of the Sketcher geometric
elements. You will also learn how to use the various work modes available for
the Sketcher Workbench

The CATIA Sketcher Work Modes


Profiles
Points
Lines
Splines
Circles and Arcs
Conics
Axis
To Sum Up

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The CATIA Sketcher Work Modes


You will learn the Sketcher work modes by using:

Grid/Snap
Standard/Construction Geometry
Value Fields
Automatic Constraints
Automatic Dimensions
Section View

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Why Sketcher Work Modes?

The Sketcher work modes aid you


while you sketch the geometry.
They facilitate input of values,
automate Geometrical/Dimensional
Constraints creation, help visualize
3D geometry etc ...

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Using Grid/Snap

When creating any lines ( profile, segment, circle,


arc, curve, ), you can activate or deactivate the
snap to point icon at any time.
When the snap to point icon is active, the cursor
only snaps on the points of the grid (graphical
creation). If you enter coordinates when the snap to
point icon is active, the system does not take into
account the grid and place the point in accordance
with the coordinates you have entered.
To modify the grid parameters, select
Tools + Options from the top of the
screen, select Mechanical Design from 3
the dialog box then, select the Sketcher
tab. 1

5
4

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Standard / Construction Geometry


Two types of element: Standard or Construction
Standard elements represent the most commonly
created elements
Construction elements aim at helping you in
sketching the required profile. They facilitate your
design
Creating standard or construction elements is based
upon the same methodology.
Clicking the icon switches from one mode to the other

Standard + Construction
Elements
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Value Fields

When sketching, you can enter exact


coordinates/lengths/angles in the Tools bar.

For the profile first point, you can define the Horizontal and Vertical
coordinates. By pressing the tab key you access the Horizontal coordinate
field, so you can enter it. By pressing the tab key once more, you access to
the Vertical coordinate field, so you can enter it

For example, in using the


Profile tool ...
2
For the profile second point, you can also use the tab key to enter a
coordinate, but you can also define the second point of the profile by entering
the length of the segment between the first and the second point and/or by
entering the angle between the Horizontal axis and the segment to be created.

3
When profiling an arc, the tools bar allows you to enter the H and
V coordinates of the last point of the arc but you can also enter a
radius. You can enter these coordinates by using the tab key.

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If you enter only one of the


coordinates (H, V, L, A or R)
you fix it, this means that the
other parameters can move
graphically but not the fixed
one.
21

Automatic Dimensions

In sketcher,
select the
Dimensional
Constraints
Icon

When activated:
- corner dimensions
- chamfer dimensions
- dimensions entered into
the value fields
are automatically created
during geometry
construction.

Multi-select
two edges of
existing
rectangle

4
With Dimensional
Constraints on

With Dimensional
Constraints off

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Select the
Corner icon

Move the
corner
preview to
the desired
location and
click

22

Automatic Constraints

In Tools/Options/Mechanical
Design/Sketcher/Constraint/SmartPick specify
which Constraints you want detected

In sketcher,
select the
Geometrical
Constraints Icon

Notice that Tangency Constraints


are created even if Geometrical
Constraints is Off

With
Geometrical
Constraints
Off

3
With
Geometrical
Constraints
On

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Start to sketch the geometry. Variations of valid


Constraints will be proposed depending on
where the Mouse is with respect to the existing
geometry. When you see the Constraint you
require, click on the Mouse to store the
Constraint (and the new geometry).

23

Section Views

In order to see a Section View of the part


while sketching, click on the Cutting Plane
icon in the Cut By Plane toolbar.
This is purely a visualization tool, no
intersection curves are created from the
intersection of the Solid with the Cutting
Plane.
If you need to constrain to
(or Dimension off from) the intersected
outline of the Solid, use the Intersect 3D
Elements tool

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Profiles
You will learn how to create a Profile element

Profile in the Sketcher

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Profile seen in 3D

25

What are Profiles ?


A profile is a series of adjacent planar geometric elements such as points, lines, and curves
Profiles are used to extrude Sketch-Based features
Closed or open ?
A profile can be:
"Closed" (the last element connects up
with the first element in the series)
or "Open" (the first and last elements in
the series are not in contact).
If a profile is "Closed", it can have other
profiles contained inside its boundaries
Open profile

Inner profiles
A profile, within a profile, is
shown here to illustrate how
"Inner Domains" work.
Notice the reversals of the
Boolean operations between
addition and subtraction as
we progress from the
outside inwards
Inner profiles
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Creating Profiles

3
Horizontal
constraint

Select the
tangent arc
icon, select
end point

Tangency
constraint

In the Sketcher,
Select Profile icon

2
6

Select the line icon


(default) and click on two
points to create line

Drag horizontally and click to create line.


Rather than using the Tangent arc icon to
create the final arc, click, drag and release at
the beginning of the arc and CATIA goes into
the tangent arc mode automatically.

Select the Three Point


Arc icon and click on
two points to create arc

5
Select the line icon and
drag vertically to create
line and click
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Points
You will learn the various methods to create points

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Two Ways to Create Points in the Sketcher


Points can be created in the Sketcher in two ways:
- By the user
- By the system
When the user creates a line, the lines end points are
automatically created by the system. When the user creates
a circle, the center point is created.
The coordinates of these automatically created points can
later be modified by double-clicking and entering new values.
Alternatively, the user can first create the points directly. He
can then create a line or any other geometry by selecting
these points.

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Points by Identification

1
2
In the Sketcher,
select the Point by
clicking on the
Coordinates icon

Click to define
the location
where you want
the point

For ease of placing the points,


select the Snap to Point icon so the
cursor will snap to the grid while
trying to locate the point

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Points by Coordinates

In the Sketcher, select


the Point by clicking
on the Coordinates
icon

Fill in the desired


Cartesian or
Polar
coordinates

If the Dimensional Constraints


mode is on, Polar dimensions will
automatically be created in the
case of Polar input. (Cartesian
dimensions created in the case of
Cartesian input)

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Lines
You will learn the various methods to create lines

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What is a Line in CATIA V5?

In CATIA V5, a line segment is described in the


Specification Tree by three nodes - two point
nodes (Point.1 and Point.2) and one line node
(Line.1).
The line is supported by its parents - the points.
When the position of a point is modified (either by
double-clicking and entering new coordinates; or
by dragging), the position of the line will change
accordingly.

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Lines Between Two Points


1
2
In the Sketcher, select
the Line icon

Click on
starting point
of the line...

then click on
the end point

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OR you can type the line


specifications in the value fields
of the Tools toolbar

34

Bi-Tangent Lines

2
Select the two elements
you want the line to be
tangent to ...

In the Sketcher, select the


Bi-Tangent Line icon

The Bi-Tangent
line is created

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Splines
You will learn how to create a Spline in the Sketcher

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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 SketchBased 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.

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Creating a Spline
1
3

2
In sketcher,
select the
Spline Icon

then click the


second point of
the spline

Click first
point to start
the spline

5
Double-click to specify
the spline End Point.

4
Double-Click on a Spline Control Point
to specify exact coordinates or to create
a Tangency vector at that point. You
can later apply Constraints to this
vector (i.e. make it parallel to a line).

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then click for the third


point of the spline

Double-click on a Spline Control Point to specify exact coordinates


or to define a Curvature after a tangency vector
38

Adding a Point while editing Spline

Double Click on it. The Spline

Create a Spline.

2 Definition dialog box appears.

To create a point on the


Sketch, select the point after
or before which you want to
add a point.

4 Choose Add Point After or Add Point Before and Click


on the Sketch at the location where you want to add
the new point.
You
obtain :

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Connecting Curves
1 Select the

Connect icon

Select the
first curve

3
Select the
second curve

You get:

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Circles and Arcs


You will learn the various methods to create circles and arcs.

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What are Circles and Arcs in CATIA ?

In CATIA V5, a Circle consists of two nodes:


Point.1
Circle.1

specifying the coordinates of the Circle Center


specifying the Radius of the Circle

The Arc will have two additional nodes:


Point.2
Point.3

specifying the coordinates of one limit


specifying the coordinates of the second limit

Note: When a Circle is Trimmed leaving only a portion of


the complete circle. Two additional points are added to
the Specifications Tree. In fact, the representation
becomes the same as that of an Arc.

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Basic Circles

Click once to define the center point of


the circle, then drag the cursor

In the sketcher, select the


Circle icon

3
and click
again to define
the circle size

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Circles Through Three Points

In the Sketcher,
select the Three
Point Circle icon

Click three
times to
define 3
points. The
circle will
pass through
these points

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Circles Using Coordinates

In sketcher, select
Circle using the
Coordinates icon

3
2

Enter the absolute


coordinates of the
circle

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Enter the size of


the radius

45

Three Points Arcs

Click to
define the
first point to
start the
arc...

In the Sketcher,
select Three Point
Arc icon

then click to define the


second point of the arc

4
Then click to define the
end point of the arc

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Conics
You will learn the various methods to create conics

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Types of Conic that Can Be Created

Ellipse

Parabola

Hyperbola

Conic

Required Inputs

Ellipse

Center, Major Axis Limit, Point on Curve

Parabola

Focus, Apex, Start Point, End Point

Hyperbola

Focus, Center, Apex, Start Point, End Point

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Creating an Ellipse (1/2)


Click to indicate center
point of ellipse

In the Sketcher, select


the Ellipse Icon

then click the


second point for
the major axis
endpoint

The Tools Toolbar then displays


values for defining the ellipse
major axis endpoint

Center point
coordinates can
also be input in
the Tools Toolbar
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Creating an Ellipse (2/2)

4 Click to indicate for

minor axis endpoint

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Creating a Parabola
2 Click to indicate the
Focus Point of the
Parabola

then click the


second point for
the Apex

In the Sketcher,
select the
Parabola Icon

Next indicate the two endpoints

As always, the Tools


Toolbar is contextual and
allows the user to input
specific point coordinates
during the creation steps
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Creating a Hyperbola
2

Click to indicate the


Focus Point of the
Hyperbola

4 click the third

point for the Apex

In the Sketcher,
select the
Hyperbola Icon

3 then click the

Next indicate the two endpoints

second point for


the Center

As always, the Tools


Toolbar is contextual and
allows the user to input
specific point coordinates
during the creation steps
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Axis
You will learn the method to create an Axis in Sketcher

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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.

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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
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To Sum Up ...
You have seen how to set the Sketcher work modes:
Grid/Snap
Construction/Standard Elements
Automatic Constraints and Dimensions
etc
You are now familiar with tools for Sketching simple profiles:
Profile
Points
Lines
Splines
Circles and Arcs
Conics
Axis

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Sketching Pre-Defined Profiles


In this lesson you will learn how to Sketch the Pre-Defined Profiles

Sketching Pre-Defined Profiles


To Sum Up

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Sketching Pre-Defined Profiles


You will learn the different ways to create pre-defined profiles

Rectangle
Oriented Rectangle
Parallelogram
Elongated Hole
Cylindrical Elongated Hole
Keyhole Profile
Hexagon
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What are Pre-Defined Profiles ?

Pre-Defined Profiles are tools to


facilitate the creation of standard
complex shapes with the minimal
number of inputs that can fully describe
all aspects of that shape.
It increases productivity by reducing
Mouse/Keyboard interactions

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Rectangle

In the Sketcher, select


the Rectangle icon

Click to
define the
starting
corner of the
rectangle...

then click to
define the diagonal
corner

OR you can type the rectangle


specifications in the value fields
of the Tools toolbar

In creating all the Pre-Defined Profiles, it is


always useful to read the prompts at the bottom
left corner of the screen

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Parallelogram
3
1

Click to define the


starting corner of the
Parallelogram ...

then click to
define the second
corner

In the Sketcher, select


the Parallelogram icon

finally, click to
determine the width
and internal angles of
the Parallelogram

OR you can type the Parallelogram


specifications in the value fields of the
Tools pallet
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Elongated Hole
3
2

Indicate the first


center of the
hole ...

indicate the
second center ...

finally, click to
determine the radius of
the Elongated Hole

In the Sketcher, select


the Elongated Hole icon

OR you can type the hole


specifications in the value fields
of the Tools pallet
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To Sum Up ...
You have learned to create Pre-Defined Profiles such as:
Rectangle
Oriented Rectangle
Parallelogram
Elongated Hole
Cylindrical Elongated Hole
Keyhole Profile
Hexagon

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Editing Profiles
In this lesson will learn tools to help you edit Sketcher elements

Modifying Profile Geometry


To Sum Up

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Modifying Profile Geometry


You will learn how modify 2D sketch elements to propagate changes to 3D parts

Before
After Change

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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

Modified cube

Design change

Corner removed from sketch

Changing the sketch that defines a feature propagates that


change to all subsequent operations involving the feature
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Modifying Profile Element Coordinates


1

Double click the line to edit its


coordinates

Edit the existing coordinates of the


line to new parameters (V: 50mm)

H: -40
V: 50

This method works on most construction


entities, opening the appropriate dialog for
the entity selected
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Editing Profile Shape and Size

1
Click and drag the
line downward to
its new location

The profile changes according


to where you move the element
and the constraints you have
applied

You have modified the shape of


the profile without using any
intermediary menu options

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Deleting Sketcher Elements


1

Select the element to delete

Select Edit->Delete and the element


is suppressed. Now multi-select
additional elements to delete

Use the contextual menu


(select Mouse Button 3
while cursor is on one of
the selected elements) to
delete

Select the Undo icon or option to restore deleted elements.


The Undo icon or option will remember all changes up to the
last time the part was saved
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Editing a Spline (1/3)


You can edit a spline modifying, adding or
removing the spline control points

Double click on the spline to be edited

Select the control point to be edited

You will see:

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Editing a Spline (2/3)

Select the control point to be edited

Select the Add Point After option

Click a point

You will see:


Using the same method, you can
add a point before the current
point or to replace the current
point by another one

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Editing a Spline (3/3)

You can also close the spine

You can also define a tangency


or/and a curvature on the current
point

Do not forget to select OK in the dialog


box to validate the modifications
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Auto Search
1
Select one
element in the
Profile

Commands such as Auto Search that


are found in the Menu bar can be added
as an Icon into a Toolbar if desired

Drag down to Auto Search from


the Edit Menu bar. All elements in
the Profile are selected.

Auto Search is a multi-selection tool.


Once selected, you can use the
Contextual menu to delete or change the
properties of all the elements in one go.

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To Sum Up ...
You have seen various ways you can edit Profiles:
Double-Clicking to edit Element Coordinates
Modifying Shape and Size by Dragging
Deleting Elements
and
Using Auto-Search as a handy tool for Multi-Selecting a Profile

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Operations on Profiles
In this lesson you will learn how to reuse existing geometry

Re-Limiting Operations
Transformation Operations
Offset
Operations on 3D Geometry
To Sum Up

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Re-Limiting Operations
You will learn how to re-limit geometry using Corner, Chamfer, Trim, and Break Operations

Before Relimitations

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After Relimitations

76

Why Re-Limiting Geometry?


In general, there is much less need to re-limit geometry in V5.
Each one of the closed profiles below was completely sketched with a single activation of the
Profile tool. (Refer back to the Profile section for help in sketching these profiles)
In fact, using the Profile tool whenever possible is the preferred practice since it will cut down
on the number of user interactions.
For a large number of cases, however, re-limitation of sketched geometry using Trim or Break
is still necessary to achieve Design Intent.

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Corners
1

Select the
Corner Icon

2 Select the Mode - Trim All, Trim First


Element, or No Trim

3
Select the two lines

4
Move the mouse around so
that the corner is visualized
in the correct quadrant

Type in the radius required


and hit Enter

If Dimensional Constraints is
activated , the radius dimension
will be created on the Sketch.

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Chamfers (1/3)
The chamfer command allows you to create a chamfer between two lines
trimming either both, the first or none of the elements
1

Select the Chamfer icon

Select the first line on which the


chamfer will be created

Select the desired chamfer


trim option

Select the second line on which


the chamfer will be created

Select the desired chamfer


definition option

You get:

Using the TAB key, enter the


chamfer parameters

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Press the Enter key to validate the


chamfer creation
79

Chamfers (2/3)
Chamfer trim options

Trim all elements

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Trim first element

No trim

80

Chamfers (3/3)
Chamfer definition options

Length/Angle option:

Length1/Length2 option

Length1/Angle option:

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81

Trimming Lines (1/5)


Use the trim icon to keep/erase segments before or after an intersection
point between two curves or lines
1

Select the Trim icon

Select the lines you want


to trim on the sides you
want kept.

According to the selected trim option


(Trim All or Trim First Element), you
will get :

Trim all elements

Trim the first element

Move the mouse around before selecting the second line - notice that the
system shows you the various solutions possible depending on where you
select this line.
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Trimming Lines (2/5) - Quick Trim


Using Quick Trim when trimming lines and curves, allows
you quickly remove unwanted segments
2

Select the Quick trim option

Select the line (a) to be trimmed


You get :

Deletes

Select the Quick Trim icon

You get :

Keeps

You get :

Breaks

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Trimming Lines (3/5) - Close


Using Close allows you to close an
arc into a full circle.
1

Select the Close icon

Select the arc to be closed

You will get :

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84

Trimming lines (4/5) - Close


You can close an opened ellipse using the Close icon

Select the Close icon


from the Operation
toolbar

Select the part of the ellipse you want to


close

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You get:

85

Trimming lines (5/5) - Close


You can also close an opened ellipse using
the contextual menu of the ellipse

Select the Close command from the


ellipse contextual menu (MB3)

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You get:

86

Breaking
Use Break to split a line or curve into two parts.

Select the Break icon

Select the line to be broken (a) then


select the breaking line (b)

You will get two lines (L1


and L2) :

(a)

(b)

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87

Transformation Operations
You will learn how to perform transformations such as Rotation, Translation, Scaling and
Symmetry on Sketcher Geometry

7 X 45 Degrees Rotation in
Duplicate Mode

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88

Why Transform Geometry?


Using Transformations helps the user avoid repetitive work by
enabling the user to reuse existing geometry to help define
new geometrically-related Sketcher elements.

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Symmetry

2
1

Select the Symmetry icon

Select (or Multi-Select) the


element(s) to symmetrize

Remember that there are a variety of


Multi-Selection Tools available

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Select a line or axis


to specify the axis of
symmetry

90

Translation

Select (or Multi-Select) the


element(s) to translate

Select the Translation Icon

Select a first point on the Grid to


define the origin of the translation

In general, once a value is entered, it is temporarily fixed.


The remaining values continue to float. In the example
below, if the length of translation is entered, the user is
still capable of moving the mouse around to change the
direction of the translation.
Number of Copies

Options:
A) Select a second point of the Grid to
define the distance and direction for
the translation
B) Type in the coordinates of the
second point into the Tools Toolbar
C) Make the Translation Definition
window active and type in the Length
of translation. Indicate the preferred
direction. (Press the TAB key to go
between fields)

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Rotation

Select (or Multi-Select) the


element(s) to rotate

Select the Rotation Icon

Select the Center Point for the


Rotation

Options:

When the Snap Mode is active (as in the Rotation


Definition window), the angle values that are proposed as
the user moves the mouse around will take on Integer
increments

A) Select two points on the Grid with


respect to the center to define the
angle
B) Type in the coordinates of the two
points into the Tools Toolbar
C) Make the Rotation Definition window
active and type in the Angle of Rotation
(Press the TAB key to go between
fields)

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Scaling
When the Duplicate Mode is not active, the selected
geometry is transformed (no new elements are created)

Select (or Multi-Select) the


element(s) to scale

Select the Scaling Icon

Options:
A) Select the Center Point and a
second point on the Grid with respect
to the center to define the magnitude of
the Scaling
B) Type in the coordinates of these two
points into the Tools Toolbar
C) Select a center point. Make the Scale
Definition window active and type in
the Scaling Factor (Press the TAB key
to go between fields)

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Offset
You will learn how the Offset tool is used

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What is the Offset Operation?


Offset is a local operation which allows you to
duplicate one or several elements of a profile. These
elements will be duplicated keeping the parallelism
between the selected elements and the duplicated ones

The offset can be positive


or negative to determine
on which side of the
profile the offset profile
will be created
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Offsetting Elements (1/2)


The Offset capability allows you to duplicate one or several elements in the
Sketcher. These elements will be duplicated keeping the parallelism
between the selected elements and the duplicated ones

Once in the Sketcher, select one


of the element to be offset

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Select the Offset icon

In order to select the connected


element of the profile, select the
Point Propagation icon

96

Offsetting Elements (2/2)


The Offset command allows you to duplicate one or several elements in the
Sketcher. These elements will be duplicated keeping the parallelism
between the selected elements and the duplicated ones
In the Tools toolbar, enter the
Offset value: 2

You get:
Press the Enter key

To validate, click on the side you


want to get the offset profile

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Additional Information (1/2)


Different options to define an offset

Instead of entering an offset value,


you can define a point the offset
profile will pass through by entering
its coordinates
To offset only the selected element
To define several instances

To offset only the tangent elements

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To offset only in both directions

98

Additional Information (2/2)


You can create automatically constraints when offsetting 2D geometries.

Create a circle.

2 Select the Offset icon

. If the Geometrical
constraints icon is active
, constraints are
automatically created when offsetting the circle. Thus,
if you move this circle, or change its geometry, the
other element will be modified or moved accordingly.

3 This option is also available when


offsetting lines and arcs.

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99

Operations on 3D Geometry
You will learn what tools operate on 3D Geometry from Sketch Mode and why they are
important

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What are the Tools that Operate on 3D Geometry and Why are they
Important?
Project

- projects elements that are off the current Sketch plane into the Sketch.
- Projection is associative to the parent 3D geometry

Intersect

- intersects 3D elements with the Sketch plane


- Intersection is associative to the parent 3D geometry

Isolate

- Breaks the links that Projected and Intersected elements have with their parent
3D geometry so that they may be edited independently

The Profile of the Tray is linked


to the Profile of the Support
through a Projection

Tray
Support

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Project 3D Elements

2
1

Select (or Multi-Select) the elements to


project onto the Sketch plane. (Selecting
Solid Faces or Surfaces will project the
boundary curves of these elements)

Select the Projection Icon

Here a projected Solid Edge (a Spline


contour) is used as part of the closed
profile for the current Sketch

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Intersect 3D Element

Select (or Multi-Select) the


elements to intersect with the
Sketch plane.

If the shape of the surface


should change, this contour
will also change accordingly

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Select the Intersection Icon

Here the curve generated by


intersecting the surface with the
Sketch plane can be used as part of the
closed profile for the current sketch
103

Project 3D Silhouette Edges


The Project 3D Silhouette Edges command shows how to create silhouette edges to be
used in sketches as geometry or reference elements.
Limitations are the same as for the Projection/Intersection tool, as far as associativity is
concerned.
You can only create a silhouette edge from a canonical surface whose axis is parallel to
the Sketch plane.
1

Select the Project 3D


Silhouette Edges icon

2 Select the element to be


projected

You get:

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Isolate
The Isolate command breaks the links between Projected
and Intersected elements and their parents 3D geometry so
that they may be edited independently
2 Activate the Isolate option from the menu
- Insert/Operation/3D Geometry

1 Select (or Multi-Select) the elements


to be isolated (Here two of the
edges from the projected face)

The isolated lines turn white to


indicate that they are no longer
linked. You can now drag these
lines to new locations or change
them as needed

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A Projected or Intersected
curve does not need to be
isolated in order to be relimited (position is not
modified)
105

Edit Mark Definition


You can see the mark characteristics and you can transform the mark
into a construction element. The mark can result from a projection or an
intersection

In the Sketcher, double click on


the projection

In the dialog box, select the


Construction element button

Select OK

You get:
The mark is now a
construction element

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Edit and Modify Import Properties (1/2)


You can edit Projections and Intersections

Double click on Projection.4

Select a new edge to be


projected, then select OK
New edge

When leaving the


sketcher, you will get:

Double click

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Edit and Modify Import Properties (2/2)


You can highlight the Reference Element inside the Sketch.

Project your Line onto the plane.

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If you double click on this projection, the


Reference Element will be highlighted.

108

Editing Parents Children and Constraints (1/2)


You can edit an element using the Parents/Children
capability

Select Parent/Children from the constraint


contextual menu

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Select Show All Parents from


Offset.12

109

Editing Parents Children and Constraints (2/2)


3

Select Edit from Pad.1

You can, now, edit the pad

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110

To Sum Up ...
You have learned how to perform various operations on the geometry you create in the
Sketcher (and to bring 3D geometry into the context of the Sketcher):
Re-limiting Operations (Corners, Chamfers )
Global Transformations (Translations, Rotations )
Offset
Operations on 3D Geometry (Project, Intersect )

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111

Setting Constraints
Introduction to Constraints
Quick Constraints
Modification of Constraints
Auto Constraints
Animating Constraints
Sorting Sketches by their Solving Status
Performing a quick geometry Diagnosis
Relations Between Dimensions
To Sum Up

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Introduction to Constraints
You will learn the different ways to create constraints

What are Constraints and why do we need them?


Sketching in Context

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113

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

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What are Geometric and Dimensional Constraints ?

Geometric constraints
A Geometric constraint is a specification of how two
geometric elements are related to one another: are the
elements coincident (located at the same place), are they
concentric, tangent, perpendicular or parallel to one
another?

Geometric constraint
(here concentricity)

Dimensional constraints
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
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(here distance)

115

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

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You can add constraints between the active sketch


and any part edges, vertices or other sketches.

Sketching in Context

Activate the Constraint icon

Select the edge of the part


then the segment to be
constrained

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Select the Distance


constraint from the
contextual menu (MB3)

Place the constraint and


modify it if necessary

117

Quick Constraints

Dimension Constraints

Contact Constraints

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Why Quick Constraints?

Dimension constraints and Contact


constraints are frequently used. Hence, they
are made accessible with just one click.

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Other constraints are chosen from


a Constraint Definition Box

119

Setting Dimensional Constraints


3

Select location
of dimension

2
1
Select the line
to constrain
(dimension)

Select the
Constraint
icon

Select the
Constraint
icon

Post selecting the


circle produces a
diameter dimension...

but then selecting the line


turns the dimension to a
distance dimension

Pre and post selection affects the way CATIA


applies dimensional constraints.
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Setting Contact Constraints

2
1

Select the two elements to be


constrained

Select the Contact


Quick Constraints
icon

Generally, the first selected element will remain in


its current position. The second one will move.
For more control, use the Fix Constraint
beforehand.
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Modification of Constraints

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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

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Modification in the Constraint Dialog Box


1 Select the two lines linked
with the Perpendicularity
constraint

2
Select the Constraint
Dialog Box icon

4
Select a new
constraint eg.
Verticality

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Deselect the
Perpendicularity check box

5 Click OK to Exit
124

Reconnecting a Constraint
1 Double Click on the

Tangency Constraint

Click on More

6 Click OK to save and exit

Select the unassociated line in


the Sketcher window

Select the Line


component

4 Select Reconnect

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125

Additional Information ...


Dimension value:
To modify the position of a dimension's value:

Click the icon


Select the value text of the dimension
Drag the value text to the new position

Dimension line:
To modify the position of the dimension line:

Click the icon


Select the dimension line
Drag the line to the new position

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Auto-Constraint

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What is Auto-Constraint?

The AutoConstraint Tool:


The AutoConstraint tool automatically detects
possible constraints between selected elements
and imposes these constraints once detected
Elements to be constrained
Fixed Elements (Independent elements from which
other elements can be constrained from - normally
the Sketcher Axes)
Symmetry Lines (If selected will cause Symmetry
Constraints to be created between elements
symmetrical to these lines - the symmetry lines
themselves will not be constrained)

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Auto-Constraints
1

Multi-Select the lines in this closed profile.

Select the Auto-Constraint


Icon

3 Select the elements to


be constrained

Select the Reference


Elements Field then
select the Vertical and
Horizontal Axes

Click OK to create the


Constraints

Auto-Selection tools such as Auto-Search


and Trap can be helpful

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Animating Constraints

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What is Animating Constraints?

The Animate Constraint Tool:


The Animate Constraints tool allows you to see how a
constrained system reacts when you decide to make
one constraint vary.
In this way, it is a tool for understanding the
limitations imposed on the geometry by the current
set of constraints.
It can be a very useful tool for exploring design
alternatives.

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Animating Constraints
1
2

Select the
dimension you
would like to vary

Select the Animate


Constraint Icon

3 Input the initial and final


values and the number
of intermediate steps to
display

Press the Play button.


Cancel when done

The Animate Constraint panel works like a


tape-recorder panel. The user can play
forward and backwards, rewind, or play in
cyclic repeat mode.

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Sorting Sketches by their Solving Status


You will see how to sort Sketches by their Status (Under-Defined, Well-Defined, Over-Defined
and Inconsistent).

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What are Sketch Status?


You can define four Status for a Sketch : the Under-Defined, Well-Defined, Over-Defined
and Inconsistent Status. It is now possible to sort Sketches by their Status.

Under-Defined

Well-Defined

Inconsistent
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Over-Defined

134

Sorting Sketches by their Solving Status (1/3)


1

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 OverDefined Status.

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Sorting Sketches by their Solving Status (2/3)


4

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


Dialog box.

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Sorting Sketches by their Solving Status (3/3)


5

This Sketch is also highlighted in the specification tree and in the geometry area.

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Performing a Quick Geometry Diagnosis

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Performing a Quick Geometry Diagnosis (1/2)


1

Click the Sketch Solving Status icon.

The Sketch Status Definition dialog box is


displayed. It indicates the overall status of the
Sketch Geometry. In this case, the Sketch is
Over-Constrained.

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.

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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.
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Relations Between Dimensions

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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 ...

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Creating a Relation Between Dimensions


1
2

Select the
dimension you
would like to be
made dependent

Use the Contextual Menu (third mouse


button) and drag down to Edit Formula

3
1) Select the 40 dimension
2) Type in +
3) Select the 10 dimension
4) Type in /2

When required, open ( and


Close ) parentheses can be
used to indicate the order of
evaluation for the expression

4 Select OK to create the


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relation

143

To Sum Up ...
You have learned:
What Constraints are and what they are used for ...
And you have learned how to apply Constraints using:
Quick Constraints
Constraint Dialog Box
Auto Constraint
You have learned how to analyze a constrained system using:
Animate Constraint
and
How to sort Sketches using their Solving Status
How to to display a Quick Diagnosis of a Sketch geometry.
How to establish a relation between Dimensions on a Sketch

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Managing Sketches
Creating Planes
Replacing a Sketch
Changing a Sketch Support
Sketch Analysis
Changing Body
To Sum Up

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Creating Planes
You will learn how to create Planes in 3D space to be used as sketching planes

Planes

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Why Creating Planes ?


Sometimes you will need to create Planes to use them as Sketching planes

Offset planes
Offset planes are used to help define the
extrusion extent of a Sketch-Based feature

Offset planes

Copyright DASSAULT SYSTEMES 2002

Angled planes
Angled Planes are used to define Sketch-Based
features that are angled with respect to other
features

Angled planes

147

Creating an Angled Plane

Select the Plane Icon


(Available from the
WireFrame&Surfaces
(WFS or the
Generative Shape
Design (GSD)
Workbenches)

The resulting plane (Plane.3) is


45deg to the face, rotated about the
selected edge

2
For Angle to Plane
creation type, select edge
as reference to rotate
resulting plane about

Select the upper face as the


reference plane to rotate from.
A preview plane that can be
dragged to a new location is
shown

Angle to Plane is just one of many


creation types possible.
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Creating an Offset Plane


2
1
Select
a Face

Select the Plane Icon


(Available from the
WireFrame & Surfaces
(WFS) or the Generative
Shape Design (GSD)
Workbenches)

The offset distance from the


reference face can be set by
typing the value in the
dialog or dragging the
circular handle on the
graphic screen

Offset from Plane is just one of many


creation types possible.
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Additional Information ...

Different types of plane:


The plane definition dialog box provides you
with various methods to define planes:

Different planes

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150

Replacing a Sketch
You will learn how to replace a sketch used to support a Solid or a Surface element by a
different one

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Why Replacing a Sketch ?


Replacing a sketch is a quick way to modify solids or surfaces using that
sketch for their definition.
The user creates a new sketch with a new profile. This new sketch will replace
the old one. The solids or surfaces that are based on the previous sketch do
not have to be re-created. They will be modified automatically.

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Replacing a Sketch

3
2

1
Check which plane the original
sketch lies on. You can use the
Parent/Children analysis from the
Contextual Menu (third mouse
button on the sketch) if you like

Create the new sketch on the same


plane (Note: although this is normally
the case - it is not a requirement)

Right click on the original


sketch and drag down to
Replace. Click on your
new sketch as the
replacing sketch

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Changing a Sketch Support

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Why Changing a Sketch Support?

Changing a Sketch Support:


By changing its supporting plane, a
sketch can be moved to a new plane
without having to recreate it
Copies of a sketch can be moved onto
different planes in this way

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Changing the Sketch Support


1

While outside the Sketcher mode,


use the Contextual Menu on the
Sketch to be modified and drag
down to Change Sketch Support

Any Solid or Surface elements attached


to the Sketch will be moved accordingly

2 Select the new plane for the Sketch

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156

Sketch Analysis
You will learn how to analyze sketches: geometry, projection and intersection. You will get
either a global or an individual status, and you will be able to correct any problem

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Why Analyzing the Geometry of a Sketch? (1/2)


Most of the time, you draw a sketch in order to use it to build sketch based features (e.g. pads).
Sometimes, when you try to use a sketch, CATIA refuses to build the feature because the
sketch is not closed (or overlapping) and it is sometimes difficult to see where the sketch is
opened (or overlapping).
The Tools + Sketch Analysis option allows you to check whether a sketch can be used to
create a sketch based feature

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Why Analyzing the Geometry of a Sketch? (2/2)


During the sketch analysis, it is possible to do corrective actions:

Set in Construction Mode


Close Opened Profile
Delete Geometry

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Why Analyzing the Projection/Intersection of a Sketch? (1/2)


The Sketch Analysis option can be used to check the projection onto or intersection with 3D
elements

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Why Analyzing the Projection/Intersection of a Sketch? (2/2)


During the sketch analysis, it is possible to do corrective actions:

Isolate Geometry
Activate / Deactivate
Delete Geometry
Replace 3D Geometry

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Analyzing a Sketch: Geometry (1/2)


The Tools + Sketch Analysis command allows
you to check if a sketch can be used to create a
sketch based feature

In order to edit the sketch,


double click on Sketch.1
in the tree

Copyright DASSAULT SYSTEMES 2002

Select the Tools+ Sketch Analysis


menu option

162

Analyzing a Sketch: Geometry (2/2)


The Tools + Sketch Analysis command allows
us to check if a sketch can be used to create a
sketch based feature
3

If necessary, select the


Geometry tab in the dialog
box

In order to better see the sketch, select


the Hide constraints button, the
constraints will be hidden

You can now see where the sketch


is opened and you can correct it

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Analyzing a Sketch: Projection/Intersection (1/2)


The Tools + Sketch Analysis menu option allows
you to check if a sketch can be used to create a
sketch based feature
1

In order to edit the


sketcher, double click on
Sketch.3 in the tree
2

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Select the Tools+ Sketch Analysis


menu option

164

Analyzing a Sketch: Projection/Intersection (2/2)


The Tools + Sketch Analysis menu option allows
you to check if a sketch can be used to create a
sketch based feature
3

If necessary, select the


Projection/Intersection tab in the
dialog box

You can now check if the intersections


and projections contained in the
sketcher are valid or not

Intersection between 3d elements

Projection of 3d elements
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Additional Information
Different corrective actions can be done when analyzing a sketch:

Analyzing a Sketch: Geometry

Set in Construction Mode

Close Opened Profile

Delete Geometry

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Additional Information
Different corrective actions that can be done when analyzing a sketch:

Analyzing a Sketch: Projection/Intersection


Isolate Geometry: When using this icon, the selected projected or
intersecting element is separated from its 3d components

Activate/Deactivate: When using this icon, the selected element


(of the sketch) is no more taken into account when creating a
sketch based feature, but the element still exists

Delete Geometry: When using this icon, the selected


element is remove from the sketch

Replace 3d Geometry: When using this icon with a


projected or intersecting element (intersection or projection
with 3d objects), you can select another 3d element to
modify the projection or the intersection

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Change Body
You will learn how to move one sketch from a body to another one

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Why Moving One Sketch from a Body to Another one ?


When working with several bodies, you may want to create a sketch based feature (a pad for
example) and the necessary sketch has been created in a body different from the active one. In
this case you may want to transfer the sketch from its body of creation into the active one (it is
not mandatory but it is helpful to understand the part structure

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Changing Body
You can move one sketch from a body to
another one

Select the Change body


command from the sketch
contextual menu

Select the body in which you


want to move the sketch, then
select OK

You get:

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To Sum Up ...
You have learned how to manage 2D sketches in 3D space by:
Creating Planes in 3D
and using tools such as:
Replacing a Sketch
Changing a Sketch Support
Sketch Analysis

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