Introduction to Creo Parametric 4.

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 In this course, you will learn how to:

• Learn the basic Creo Parametric modeling process

• Understand Creo Parametric concepts
• Learn how to use the Creo Parametric interface
• Select and edit geometry, features, and models
• Sketch geometry and use tools
• Create sketches for features
• Create datum planes and datum axes
• Create extrudes, revolves, and profile ribs
• Utilize internal sketches and embedded datums
• Create sweeps and blends
Course Objectives • Create holes, shells, and drafts
• Create rounds and chamfers
• Group, copy, and mirror items
• Create patterns
• Measure and inspect models
• Assemble with constraints
• Assemble with connections
• Explode assemblies
• Lay out drawings and create views
• Create drawing annotations
• Use layers
• Investigate parent/child relationships
• Capture and manage design intent
 • Resolve failures and seek help
• Comprehensive two part Design Project

Course Objectives
Training Agenda
• Module 1: Introduction to the Creo Parametric Basic Modeling Process
• Module 2: Understanding Creo Parametric Concepts
• Module 3: Using the Creo Parametric Interface
• Module 4: Selecting Geometry, Features, and Models
• Module 5: Editing Geometry, Features, and Models
• Module 6: Creating Sketcher Geometry
• Module 7: Using Sketcher Tools
• Module 8: Creating Sketches for Features
• Module 9: Creating Datum Features: Planes and Axes
• Module 10: Creating Extrudes, Revolves, and Ribs
• Module 11: Sketcher Workflow
• Module 12: Creating Sweeps and Blends
• Module 13: Creating Holes, Shells, and Draft
• Module 14: Creating Rounds and Chamfers
• Module 15: Project I
• Module 16: Group, Copy, and Mirror Tools
• Module 17: Creating Patterns
• Module 18: Measuring and Inspecting Models
• Module 19: Assembling with Constraints
• Module 20: Assembling with Connections
• Module 21: Exploding Assemblies
• Module 22: Drawing Layout and Views
• Module 23: Creating Drawing Annotations
• Module 24: Using Layers
• Module 25: Investigating Parent/Child Relationships
• Module 26: Capturing and Managing Design Intent
• Module 27: Resolving Failures and Seeking Help
• Module 28: Project II
Module 1: Introduction to the Creo Parametric Basic Modeling Process
 After completing this module, you will be able to:

• Prepare for a part model design by scoping the design parameters of

an adjoining part.
• Create a new part model by following the required design parameters.
• Create an assembly by assembling the new part model with existing part
models.
• Create a 2-D drawing of the new part model that includes views,
dimensions, and a title block.

Objectives
Creo Parametric Basic Modeling Process
You can summarize the Basic Modeling process in four high-level steps.

Figure 1 – Preparing for Part Model Design

Figure 2 – Creating a New Part Model

Figure 3 – Creating a New Assembly by Assembling the Part Models Figure 4 – Creating a Drawing of the New Part Model
Module 2: Understanding Creo Parametric Concepts
 After completing this module, you will be able to:

• Understand solid modeling concepts.

• Understand feature-based concepts.
• Understand parametric concepts.
• Understand associative concepts.
• Understand model-centric concepts.
• Recognize basic Creo Parametric file extensions.

Objectives
Understanding Solid Modeling Concepts
Creo Parametric enables you to create solid model representations of your part and assembly models.
Solid models:
• Are realistic visual representation of designs.
• Contain properties such as mass, volume, and center of gravity.
• Can also be used to check for interferences in an assembly.

Figure 1 – Interference Check Figure 2 – Mass Properties

Understanding Feature-Based Concepts
Creo Parametric is a feature-based product development tool.
With feature-based modeling:
• You build one simple feature at a time.
• Each new feature can reference previous features.

Figure 1 – Connecting Rod Features

Understanding Parametric Concepts
The parametric nature and feature-to-feature relationships in Creo Parametric enable you to easily capture
design intent and make design changes.
Parametric Concepts:
• Model geometry is controlled by parameters and dimensions.
• When you modify dimension values, relevant geometry is automatically updated.
Parent/child relationships:
• Features referenced during creation become parents.
• If parent features change, child features predictably change accordingly.

Figure 1 – Parametric Feature Relationships

Understanding Associative Concepts
Creo Parametric is a bi-directionally associative product development tool.

Figure 1 – Associativity
Understanding Model-Centric Concepts
In Creo Parametric, the model is the center of all downstream deliverables.
Model-centric concepts:
• Assemblies reference the models being assembled.
• The drawing references the model being documented.
• The FEM model references the model being meshed.
• The mold tool references the model being molded.

Figure 1 – Model-Centric Development Tool

Recognizing File Extensions
There is a unique file extension that is used to identify each Creo Parametric object type.
The following are common Creo Parametric file extensions:
• .prt – Part file
• .asm – Assembly file
• .drw – Drawing file

Figure 1 – Part File

Figure 2 – Drawing File Figure 3 – Assembly File

Module 3: Using the Creo Parametric Interface
 After completing this module, you will be able to:

• Understand Creo Parametric's main interface, folder browser, Web

browser, and ribbon system.
• Set the working directory and manage files in Creo Parametric, including
how to open and save files.
• Understand basic Creo Parametric display options, including model
display style and datum display.
• Create and manage basic 3-D orientations.
• Manage and apply Creo Parametric appearances.
• Set up new part models.
Objectives
Understanding the Main Interface
The main interface includes the following areas:
• Graphics window • Message Log
• Quick Access toolbar • Dialog boxes
• Ribbon • In Graphics toolbar
• Dashboard • Menu manager
• Status bar

Figure 1 – The Main Interface

Understanding the Folder Browser
The Folder Browser is a pane in the Navigator that enables you to browse the folders on your computer
and network.
• The Folder Browser is divided into:
– Common Folders
– Folder Tree
• The Folder Browser enables you to:
– Browse folders.
– View In Session objects.
– View contents of your Desktop and My Documents, and
Network.
– Navigate directly to the Working Directory.
– Resize the width by dragging the window divider.
– Click Show Navigator in the status bar to toggle the
Navigator on or off.

Figure 1 – The Folder Browser Pane

Understanding the Web Browser
The PTC Creo Parametric browser is an embedded window that enables you to perform context-sensitive
tasks.
• You can perform the following tasks with the
PTC Creo Parametric browser:
– Browse the file system.
– Preview Creo Parametric models.
– Open Creo Parametric models.
– Browse and navigate Web pages.
– Set the Working Directory.
– Cut/Copy/Paste/Delete folders and
objects.

Figure 1 – The PTC Creo Parametric Browser

Setting the Working Directory and Opening and Saving Files
The Working Directory is the designated location for opening files and saving new files.
• Creo Parametric is started in the default working directory.
• Different working directories can be set.
• New working directory locations are not saved upon exiting Creo
Parametric.

Figure 1 – Working Directory Common Folder

Figure 2 – Setting the Working Directory in the Folder Tree

Understanding the Ribbon Interface
Most modes of Creo Parametric have been reorganized into a ribbon-style user interface.
• Ribbon structure:
– File menu.
– Tasks organized into a series of tabs.
– Tabs contain groups of commands.
– Current features stack up in new tabs.
• Command Search
• ALT key shortcuts Figure 1 – Standby Ribbon and Home Tab

Figure 2 – Portion of Active Part Ribbon, Model Tab, and Datum Group
Working with Multiple Windows
The Window group contains commands for activating, opening, closing, and re-sizing Creo Parametric
windows. You can also switch between open windows.
• A window must be active to use all applicable Creo
Parametric features.
• The word Active appears on the title bar of the active window
next to the model name.
• The active model has a check mark next to its name in the
Windows drop-down list.
• You can switch between active windows using the Window
group or Quick Access toolbar.

Figure 1 – The Window Group

Figure 2 – Switching Between Open Windows Figure 3 – An Active Window

Managing Files in Creo Parametric
Creo Parametric is a memory-based system, meaning that files are stored within RAM while you work on
them.
• An object in system memory is In Session.
• Erasing memory (RAM)
– Erase Current
– Erase Not Displayed
• Version numbers are increased by one each time you save
the model.
• Deleting models
– Delete All Versions
– Delete Old Versions Figure 1 – In Session in the Folder Browser and File Open Dialog Box
• Renaming models
– Rename on disk and in session.
– Rename in session.

Figure 2 – The Rename Dialog Box Figure 3 – Model Versions

Understanding Datum Display Options
You can independently control the display of datum entities and datum tags in the graphics window.
• Datum entities include:
– Datum planes
– Datum axes
– Datum points
– Coordinate systems
• Datum tags include:
– Plane Tag Display
– Axis Tag Display
– Point Tag Display
– Csys Tag Display

Figure 1 – Datum Display Options

Figure 2 – Datum Tag Display

Understanding Display Style Options
You can modify the display style of models in the graphics window.
• Display style options:
– Shading With Edges
– Shading With Reflections
– Shading
– No Hidden
– Hidden Line
– Wireframe

Figure 1 – Display Style Options

Analyzing Basic 3-D Orientation
Manipulate the 3-D orientation of your design models in the Creo Parametric graphics window.
• Keyboard/mouse orientation:
– Spin
– Pan
– Zoom
– Turn
– Wheel Zoom
• Additional orientation options:
– Previous
– Refit
– Named View List
– Spin Center

Figure 1 – 3-D Orientations Using the Keyboard and Mouse

Figure 2 – The Spin Center

Understanding the View Manager
The view manager is a powerful, content-sensitive dialog box that enables you to edit how a model
displays in the graphics window.
• Use the view manager to create and manage:
– Simplified representations
– View orientations
– Appearances
– Cross-sections
– Explode states
– Layer states

Figure 1 – The View Manager

Creating and Managing View Orientations
You can create and edit view orientations using the View Manager and View dialog box.
• View dialog box:
– Orient by reference
– Two references and two directions required
– You can reorient existing view orientations

Figure 1 – Typical TOP View Orientation

Figure 2 – Typical LEFT View Orientation Figure 3 – Typical FRONT View Orientation
Managing and Editing Appearances
You can create and manage appearances and apply them to your models.
• A company-standard appearance file is common.
• Use the Appearances Manager to manage, create,
and edit appearances.
• Use the Appearance Gallery to select and apply
appearances.
• Apply appearances to parts, surfaces, or
components.
• Clear selected or all appearances.

Figure 2 – Appearances Applied

Figure 1 – The Appearances Manager

Setting Up New Part Models
Your company can create customized templates that can be used to create new part models.
• Create new parts using the New dialog box.
• Use customized part templates.
• Part templates include:
– Datums
– Layers
– Units
– Parameters
– View Orientations

Figure 1 – New Part Created using Template

Figure 2 – Examples of Parameters Figure 3 – Layers Created from Part Template

Module 4: Selecting Geometry, Features, and Models
 After completing this module, you will be able to:

• Understand the basic Creo Parametric mouse controls and color feedback.
• Use drag handles and dimension draggers.
• Understand the purpose of the model tree and available display filters.
• Select items using Direct Selection and Query Selection.
• Filter the selection of items using Selection Filters.

Objectives
Understanding Creo Parametric Basic Controls
The graphics window provides you with color-based feedback for mouse and keyboard inputs.
• System color assignments in the graphics window:
– Transparent orange – Preselection highlighting
– Green – Selected geometry
– Wireframe green – Selected features
– Orange – Preview geometry or component
– Purple – Partially constrained component
• Keyboard and mouse actions perform different functions. Figure 1 – Preselection Highlighting

Figure 2 – Selected Surface

Figure 3 – Selected Edge Figure 4 – Preview Geometry

Using Drag Handles and Dimension Draggers
Drag handles and dimension draggers are graphical objects used to manipulate geometry, components,
or dimensions during creation, editing, or redefinition in real time.
• Drag handles are used to:
– Resize geometry.
– Reorient geometry.
– Move geometry.
– Reference geometry.
– Adjust component offset.
– Access context-sensitive options by right-clicking.
• Dimension draggers are used to:
– Dynamically adjust dimension values.
Figure 1 – Dragging Extrude Depth

Figure 2 – Adjusting Distance Offset Figure 3 – Dragging the Cut Height

Understanding the Model Tree
The model tree lists the features in a model, in the order in which they were created. The model tree also
displays the order of the parts and sub-assemblies in an assembly.
• The model tree enables you to:
– Visualize model features
– Visualize feature order
– Select items
– Edit items
• Show options include:
– Layer/Model tree
– Expand/Collapse All
– Preselection highlighting
– Highlight Geometry
Figure 1 – The Model Tree

Figure 2 – Layer Tree

Figure 3 – Show Menu Options

Understanding Model Tree Filters
You can use model tree filters to control both item and feature type display.

Figure 1 – Model Tree Items Dialog Box Figure 2 – Model Tree Display Features Filter Before and After

Figure 3 – Model Tree with Suppressed Objects Turned On Figure 4 – Model Tree Used Sketches Before and After
Using the Geometry Selection Filter
When you select geometry, the system is smart enough to know what features the geometry belongs to.
• Select surfaces and edges.
• Mini toolbar displays context-sensitive options.
• Modify the parent feature.
• The press ALT and click combination bypasses Geometry
selection filter.

Figure 1 – Redefining a Feature

Figure 2 – Redefining a Different Feature Figure 3 – Bypassing the Geometry Filter

Understanding Selection Filters
The selection filter provides various filters to help you select items.
• Selection filters include:
– Geometry
– Vertices
– Parts
– Features

Figure 1 –The Selection Filter in the Status Bar

Figure 2 – The Selection Filter in Part Mode Figure 3 – The Selection Filter in Assembly Mode
Selecting Items Using Direct Selection
Direct selection occurs when you cursor over a feature or component and click to select it.
• You can direct select:
– Components
– Features (by pressing ALT)
– Surfaces
• You can perform direct selection in:
– The graphics window.
– The model tree.
• Select multiple items by pressing CTRL. Figure 1 – Select Components in Model Tree or Graphics Window
• Select a range of items by pressing SHIFT.

Figure 3 – Select Surfaces Directly

Figure 2 – Select Features in Model Tree or Graphics Window
Selecting Items Using Query Selection
Query selection enables selection of features, geometry, or components that are hidden beneath another
item.
• Query selection enables:
– Selection by querying the model.
– Selection using the Pick From List menu.

Figure 1 – Pick From List

Figure 2 – Original Model, Cursor Over to Highlight, Query to Highlight, Select

Using the Search Tool
Using the Search Tool is a powerful method for selecting many types of objects.
• Search by various methods and then select items
– Look for
– Look by
– Look in
– Name
– Found/Selected Objects

Figure 1 – The Search Tool

Figure 2 – The Found and Selected Lists Figure 3 – Axes Selected using Search Tool
Module 5: Editing Geometry, Features, and Models
 After completing this module, you will be able to:

• Rename objects.
• Utilize undo and redo operations.
• Understand regeneration and auto regeneration.
• Edit features.
• Edit the definition of features.
• Activate and edit models.
• Delete and suppress items.
• Edit feature and component visibility.

Objectives
Renaming Objects
You can rename objects with more descriptive names so that they are easily recognized in the model tree.
• Objects that can be renamed include:
– Features
– Components
• Rename single/multiple components
• Use template
• Use prefix/suffix

Figure 1 – Features Before and After Rename

Figure 2 – The Rename Dialog Box

Utilizing Undo and Redo Operations
You can easily undo and redo model changes.
Undo and Redo Capabilities:
• Pop-Up Text
• Undo List
• Redo List

Figure 1 – Pop-Up Text

Figure 2 – Undo List Figure 3 – Redo List

Understanding Regeneration and Auto Regeneration
Regenerating a model recalculates the model geometry, incorporating any changes made since the
last time the model was saved or regenerated.
• Auto Regenerate automatically regenerates the model while
you edit it.
– Orange preview geometry displays.
– Auto Regenerate is enabled by default.

• You can toggle Auto Regenerate off.

– Preview geometry is turned off.
– Dimensions can be directly edited only.
– Draggers are toggled off.
Figure 1 – Auto Regenerate Toggled Off

Figure 2 – Making Multiple Edits to the Model Figure 3 – Auto Regenerate Toggled Back On
Editing Features
Edit enables you to alter dimensions of a selected feature or component.
• Edit:
– Edit a dimension directly.
– Select the Most Recently Used option.
– Use draggers.
– Drag section entities.
• Features are regenerated in real time.
• Child features regenerate in real time.

Figure 1 – Editing a Model

Figure 2 – Dynamically Editing Depth Figure 3 – Dynamically Editing a Section

Editing Features Using Edit Definition
Edit Definition enables you to modify feature type, size, shape, location, references, or options.
• Edit Definition using:
– The dashboard
• Preview Feature
• Pause Feature
• Resume Feature
– Drag handles
– Context-sensitive options available by right-clicking

Figure 1 – Modifying a Feature’s Depth

Figure 2 – Modifying a Feature’s References Figure 3 – Modifying a Feature’s Shape

Activating and Editing Models
You can activate components and sub-assemblies within a top-level assembly and edit their features
and components, respectively.
• From an assembly, you can activate:
– Components
– Sub-assemblies
• Perform the following operations on the active component
or subassembly:
– Edit Dimension
– Edit Definition
– Create features
Figure 1 – Viewing the Activated Component

Figure 2 – Editing the Definition of a Chamfer in the Activated Crankshaft Figure 3 – Editing the Number of Fins in the Activated Flywheel
Deleting and Suppressing Items
Suppressing an item removes it from the graphics display and regeneration cycle, but the item can be
resumed. Deleting an item is permanent.
• Delete:
– Is permanent.
– Follows parent/child relationships.
• Suppress:
– Items can be restored via Resume.
– Follows parent/child relationships.
• Resume:
– Selected items.
– All items. Figure 1 – Suppressed Items in the Model Tree

Figure 2 – Viewing Children of Item to Be Suppressed Figure 3 – Both Parents and Children Suppressed
Editing Feature and Component Visibility
The Hide and Show operations respectively remove and display components or non-solid feature
geometry in the graphics window.
• Hide/Show:
– Components in an assembly
– Datum features
– Solid features
• Does not affect parent/child relationships.
• Changes are not saved by default.
– Save Status

Figure 1 – Hidden Features in the Model Tree

Figure 3 – Hiding Components

Figure 2 – Hiding Datum Features
Module 6: Creating Sketcher Geometry
 After completing this module, you will be able to:

• Review sketcher theory and understand design intent.

• Modify the sketcher display.
• Learn and use constraints.
• Learn how to sketch lines, centerlines, rectangles, circles, arcs, fillets,
and chamfers.

Objectives
Reviewing Sketcher Theory
A sketch is a 2-D entity that graphically captures an idea with lines, constraints, and dimensions.
• 2-D sketches are:
– Sketched on a 2-D plane.
– Placed into a 3-D model.
– Used to create solid features.

Figure 1 – 2-D Sketch

Figure 2 – Sketches are Used to Create Solid Features

Figure 3 – Sketch Placed on a 3-D Model
Understanding Design Intent
Design Intent in Sketcher is used to create, constrain, and dimension a sketch in a manner that causes it
to update predictably if modified.
• Design intent is captured in sketches by:
– How it is constrained.
– How it is dimensioned.
• Capture design intent by using Sketcher to:
– Maintain fully defined sketches at all times.
– Maintain weak/strong items.

Figure 1 – Freehand Sketch and Desired Sketch

Figure 2 – Design Intent Captured with Constraints Figure 3 – Design Intent Captured with Dimensions
Modifying the Sketcher Display
You can modify the Sketcher Display to enable easier visualization when completing tasks.
• Display options available in Sketcher:
– Dimensions
– Constraints
– Grid
– Section vertices
• Inspection display options available in Sketcher:
Figure 1 – Showing Sketcher Inspection Display
– Highlight Open Ends
– Shade Closed Loops
• Sketch View reorients parallel to the screen.

Figure 2 – Sketcher Display Options

Utilizing Constraints
Constraints are rules enforced by Creo Parametric on your sketched entities.
• Constraint types include:
– Vertical
– Horizontal
– Perpendicular
– Tangent
– Mid-point
– Coincident
– Symmetric
– Equal
– Parallel
Figure 1 – Sketch Before and After Constraints Applied

Figure 2 – Constrain Group Figure 3 – Sketch Before and After Constraints Applied
Sketching with On-the-Fly Constraints
When sketching entities, you can manipulate constraints on-the-fly as they appear.
• On-the-fly constraints enable you to capture design intent.
• Constraint manipulations include:
– Lock/Disable/Enable.
– Disable constraints from appearing on-the-fly.
– Toggle the active constraint.

Figure 1 – Locking a Constraint

Figure 2 – Disabling a Constraint Figure 3 – Toggling the Active Constraint

Sketching Lines
Sketched entities are the basis for a solid face or surface of a 3-D model.
• There are two types of lines:
– Line Chain
– Tangent Line

Figure 1 – Line Chain

Figure 2 – Tangent Line

Sketching Centerlines
A centerline is a type of construction geometry that can be used to enforce symmetry and control sketch
geometry.
• There are two types of construction Centerlines:
– Centerline
– Tangent Centerline

Figure 1 – Symmetry Created using a Centerline

Figure 2 – Dimensioning a Circle without a Centerline Figure 3 – Dimensioning a Circle using a Centerline
Sketching Rectangles and Parallelograms
You can quickly sketch four-sided shapes.
• The four lines are independent.
• You can delete, trim, and align each line individually.
• You can create symmetric rectangles using Center Rectangles.

Figure 1 – Corner Rectangle Figure 2 – Slanted Rectangle

Figure 3 – Center Rectangle Figure 4 – Parallelogram

Sketching Circles
You can quickly sketch various types of circles.
• There are four types of Circles:
– Center and Point
– Concentric
– 3 Point
– 3 Tangent

Figure 1 – Concentric Circle

Figure 2 – Circle Tangent to 3 Entities Figure 3 – Circle Created by Picking 3 Points

Sketching Arcs
You can create numerous types of arcs within Sketcher.
• There are five types of Arcs:
– 3-Point
– Tangent End
– Concentric
– Center and Ends
– 3 Tangent

Figure 1 – 3-Point Versus Tangent Arc Creation

Figure 2 – Arc Tangent to 3 Entities Figure 3 – Center and Endpoints Arc

Sketching Circular Fillets
You can round sharp corners of a Sketch using Circular Fillets.
• Circular Fillets:
– Can be applied to concave or convex corners.
– Construction lines are created back to the
intersection.
– Corners do not have to be 90°.
– Radius size is based on pick location.

Figure 1 - Convex Fillet

Figure 2 - Concave Fillet Figure 3 - Radius Size Based on Pick Location

Sketching Chamfers
You can create chamfer geometry in a sketch.
Chamfers in Sketcher:
• Can be applied to concave or convex corners.
• Corners do not have to be 90°.
• Entities do not have to intersect.
• Size and angle is based on pick locations.
• Default Chamfer creates construction lines.
• Chamfer Trim removes geometry.

Figure 1 – Original Sketch

Figure 2 – Chamfer Created Figure 3 – Chamfer Trim Created

Module 7: Using Sketcher Tools
 After completing this module, you will be able to:

• Understand construction geometry theory.

• Learn how to sketch points.
• Use geometry tools to edit geometry in a sketch.
• Create new sketch files, as well as place and manipulate sketches.
• Create and modify dimensions, as well as handle any sketcher conflicts
that arise.

Objectives
Understanding Construction Geometry Theory
You can use Construction Geometry to help control design intent, simplify dimension schemes, and
simplify sketches.
• Construction Geometry:
– Can be dimensioned and constrained.
– Solid geometry snaps to it.
– Does not add entities to the final sketch.
– Can make an otherwise difficult scheme easy.
– Can reduce the number of dimensions/constraints used.

Figure 1 – Construction Geometry Controls a Sketch

Figure 2 – Construction Geometry Simplifies Dimension Schemes Figure 3 – Center Rectangle uses Construction Geometry
Sketching Points
Sketcher points are a type of construction geometry which do not contribute to the resulting sketch
geometry.
• Sketcher Point uses the following:
– Dimension to theoretical sharps.
– Dimension slanted on arcs.
– Provide an anchor or pivot point in a sketch.

Figure 1 – Dimensioning to Theoretical Sharp

Figure 2 – Dimensioning Slanted on Arcs Figure 3 – Providing a Pivot Point

Using Geometry Tools Within Sketcher
You can use Geometry Tools to modify existing sketched entities.

Figure 1 – Using Delete Segment

Figure 2 – Using Trim Corner

Figure 3 – Using Divide

Figure 4 – Using Mirror
Manipulating Sketches Within Sketcher
You can cut, copy, and paste sketched entities.
• You can manipulate Sketches using:
– Cut/Copy/Paste
– Scale and Rotate:
• Selected entities.
• Pasted entities.
– Translate

Figure 1 – Scaled and Rotated Sketch

Figure 2– Rotating a Sketch

Dimensioning Entities Within Sketcher
The manner by which you dimension your sketch reflects your design intent.
• Dimension types include:
– Line length
– Angle
– Distance
– Radius
– Diameter/Revolved Diameter
– Arc length
– Total included angle
Figure 1 – Length and Angle Dimensions
• Middle-click to place dimensions.
– Location can determine type.
• Convert weak dimensions to strong.

Figure 3 – Distance, Radius, and Diameter Dimensions

Figure 2 – Revolved Diameter Dimension
Modifying Dimensions Within Sketcher
You can modify dimensions individually or modify multiple dimensions at once.
• You can modify dimensions by:
– Editing the value.
– Dragging the entity to which the dimension is attached.
– Dragging the dimension dragger.
– Using the Modify Dimensions dialog box.
Figure 1 – Editing the Value

Figure 2 – Dragging an Entity

Figure 3 – Dragging the Dimension Dragger Figure 4 – Modify Dimensions Dialog Box
Sketcher Conflicts
Sketcher conflicts occur from manually adding too many constraints or dimensions.
• Conflicts caused by:
– Adding too many dimensions.
– Adding too many constraints.
• Conflicts handled by:
– Deleting unwanted constraints or dimensions.
– Converting dimensions to Reference dimensions.

Figure 1 – Resolve Sketch Dialog Box

Figure 2 – Sketcher Conflict Figure 3 – Conflicting Dimension Converted to Reference Dimension

Creating New Sketch Files
You can import Sketch files into other files at a later time.
• Click File > New to create a new Sketch.
• You can save a sketch out of an existing model.
• The Sketch file extension is *.sec.

Figure 1 – Viewing a Sketch File

Figure 2 – Creating a New Sketch File
Placing Sections into Sketcher
Placing sections in your model saves time and encourages reuse of common shapes.
• You can place sections:
– From the File System.
– Using the Sketcher Palette.
• Modify the dimension scheme or value.

Figure 1 – Placing a Section Figure 2 – The Sketcher Palette

Module 8: Creating Sketches for Features
 After completing this module, you will be able to:

• Create sketch features.

• Specify the sketch setup.
• Utilize sketch references.
• Use entity from edge within Sketcher.

Objectives
Creating Sketches (Sketch Feature)
To create a Sketch Feature, specify the Sketch Setup, select additional sketch references, and sketch the
geometry.
• You can modify the Sketch Setup.
• You can use references to snap geometry or dimensions.
• You can create 3-D geometry by using the Sketch feature.
• Sketched features have various requirements.

Figure 1 – Specifying Sketch Setup

Figure 2 – Modifying Sketch Setup Figure 3 – Sketch Geometry Snapped to Added References
Specifying and Manipulating the Sketch Setup
The Sketch Setup determines the sketching plane and the model's orientation in the graphics window.
• Sketch Setup consists of:
– Sketch Plane
– Sketch Orientation
• Current model orientation becomes the default sketch
orientation.
• Use Sketch View to orient the sketch plane parallel to
the screen in 2-D.
• Select right-click options to temporarily manipulate the Figure 1 – Current Model Orientation Becoming Default Sketch Orientation
sketch orientation.

Figure 2 – Viewing 2-D Sketch Orientation Figure 3 – Sketch Plane Modified from FRONT to RIGHT
Utilizing Sketch References
Sketch references are used to capture design intent by snapping geometry or dimensioning to them.
• Use the following types of entities:
– Existing geometry
– Sketches
– Datum features
• Automatically snap to existing geometry:
– Model edges that lie on the sketching plane.
– Surface edges normal to the sketching plane.
– Edges parallel to the screen.
• Press ALT to select entities and add them dynamically.
• Unused references automatically removed.

Figure 1 – Automatically Snapping to Geometry

Figure 2 – Manually Adding Additional Sketching References Figure 3 – Viewing References

Using Entity from Edge within Sketcher
You can reuse existing geometry by selecting it with Use Entity from Edge within Sketcher.
• Two types:
– Project Edge
– Offset Edge
• Select edge types:
– Single
– Chain
– Loop

Figure 1 – Reused Entities from Edge

Figure 2 – Selecting the Desired Entity from Edge Chain Figure 3 – Reused Entities Offset from Edge
Module 9: Creating Datum Features: Planes and Axes
 After completing this module, you will be able to:

• Understand the creating datum features theory.

• Create datum axes.
• Create datum planes.

Objectives
Creating Datum Features Theory
Datum features are commonly required as references when creating other features.
• The following types of datum features can be
created:
– Datum Planes
– Datum Axes
– Datum Points
– Datum Coordinate Systems

Figure 1 – Examples of Datum Features

Creating Datum Axes
Datum axes are particularly useful for making datum planes, placing items coaxially, and creating axis
patterns.
• Definition:
– No mass, infinite linear reference
– Display length can be changed
• Uses:
– Construction geometry
– Reference
• Types:
– Auto axis Figure 1 – Various Datum Axis Types
– Axis feature
– Geometry point
– Geometry centerline

Figure 2 – Geometry Axis (Centerline) Created for Revolve Feature

Creating Datum Planes
Datum planes are 2-D reference geometry that you use to build feature geometry.
• Definition:
– No mass, infinite planar reference
– Display size can be changed
– Two sides
• Uses:
– Default datum planes
– Construction geometry
– Reference Figure 1 – Viewing Datum Plane Sides

• Types:
– Through
– Normal
– Parallel
– Offset
– Angle
– Tangent
– Blend section

Figure 2 – Datum Plane Types

Module 10: Creating Extrudes, Revolves, and Ribs
 After completing this module, you will be able to:

• Create solid extrude and revolve features.

• Add taper to extrude features.
• Create profile rib features.
• Understand common dashboard options including extrude depth, feature
direction, thickening sketches, and revolve angle.

Objectives
Creating Solid Extrude Features
You can create extruded features from 2-D sketches.
• Extrude sections perpendicular to the sketching plane.
• Add or remove material from the model.
• Automatically add/remove material by changing the direction.

Figure 1 - Viewing 2-D Sketches

Figure 3 - Extrude Feature Removing Material

Figure 2 - Extrude Feature Adding Material
Adding Taper to Extrude Features
The Add Taper option enables you to create an angle within an Extrude feature that appears similar
to draft created using the Draft tool.
• All extruded surfaces are tapered.
• The sketch plane begins functioning as a pivot plane.
• Positive or negative angle can be entered.
• A model dimension is created that is available upon feature
edit.
• Positive direction of angle is determined by sketch plane
reference.
• The enable_tapered_extrude configuration option controls
availability in the dashboard.
Figure 1 – Original Extrude Feature

Figure 2 – Extrude Feature with Taper Added

Common Dashboard Options: Extrude Depth
You can extrude a sketch to many different depth options.
• Extrude depth options:
– Blind
– Symmetric
– To Next
– Through All
– Through Until
– To Selected
– Side 1/Side 2
• Set using dashboard or right-clicking
drag handle

Figure 1 - Extrude Depth Options

Common Dashboard Options: Feature Direction
You can edit the depth direction and material direction of a feature.
• Depth Direction
– Side 1
– Side 2
• Material Direction
• Flip the directions using the arrows or the dashboard.

Figure 1 - Same Feature, Flipped Material Direction

Figure 2 - Same Feature, Flipped Depth Direction

Figure 3 - Same Feature, Side 2 Depth Direction Added

Common Dashboard Options: Thicken Sketch
The Thicken Sketch option is available in many types of features, including extrude, revolve, blend, and
sweep features.
• Create solids or cuts.
• Edit the material thickness.
• Flip the side that thickens.
• Thicken open or closed sections.

Figure 1 - Creating a Thickened Cut

Figure 2 - Original Thicken Side Figure 3 - Thicken Side Flipped

Creating Solid Revolve Features
You can create revolved features from 2-D sketches.
• Revolve a section about the axis of revolution in a sketching
plane.
• Add or remove material from the model.
• Select different axes of revolution.
– First geometry centerline
– Axis or edge

• Automatically add/remove material by changing the direction.

Figure 1 – Viewing 2-D Sketches

Figure 2 – Same Revolved Sketch using Different Axes of Revolution Figure 3 – Removing Material using a Revolve Feature
Common Dashboard Options: Revolve Angle
You can revolve a sketch to many different angle depths.
Revolve angle options:
• Variable
• Symmetric
• To Selected
• Side 1/Side 2

Figure 1 – Variable Revolve Angle Depth

Figure 2 – Symmetric Revolve Angle Depth Figure 3 – Side 1 Revolve Angle To Selected, Side 2 Revolve Angle Variable
Creating Profile Rib Features
A profile rib feature is similar to an extruded protrusion, except that it requires an open section sketch.
• Profile rib features require an open sketch.
• You can edit the side that thickens.
• You can flip to which side of the sketch you want to create
the rib.
• Rib geometry adapts to the adjacent, solid geometry.

Figure 1 – Viewing Open Sketches

Figure 2 – Editing the Side that Thickens Figure 3 – Flipping Which Side the Rib is Created
Module 11: Sketcher Workflow
 After completing this module, you will be able to:

• Analyze open and closed sections.

• Create internal sketches.
• Analyze Sketcher workflows.
• Create embedded datum features.

Objectives
Analyzing Open and Closed Sections
Open-section sketches can yield different 3-D geometry results than closed-section sketches.
• Open-section:
– Geometry can follow surface contours.
– Endpoints must be constrained to the surface edge.
• Closed-section:
– More robust.
– Ignores the 3-D surface contour.

Figure 1 – Viewing the Sketches

Figure 2 – Viewing Closed Section Extrude Features Figure 3 – Viewing Open Section Extrude Features
Creating Internal Sketches
An internal sketch is contained in the feature it defines.
• Internal sketch benefits:
– Organization
– Reduced Feature Count
• External sketch benefits:
– Same sketch can be used for multiple features
Figure 1 - Internal Versus External Sketches
– Can be unlinked

Figure 2 - Internal Sketches

Figure 3 - External Sketches
Analyzing Sketcher Workflow
There are many different workflows within Sketcher that you can use to be more efficient when creating
your sketches.
• Internal Sketch workflow
• Sketcher Orientation workflow
• Open Sketch workflow
• Sketch Reference workflow
• Complete Sketch workflow

Figure 1 – Sketching in 3-D

Figure 2 – Information Dialog Box Figure 3 – Using ALT to Select References On-the-Fly
Creating Embedded Datum Features
Embedded datum features contain any combination of plane, axis, point, or coordinate systems embedded
within another feature.
• Benefits of Embedded Datum Features:
– No need to restart feature creation.
– More organized models.
– Automatically hidden datums.

Figure 1 – Embedded in an Extrude

Figure 2 – Datum Group Figure 3 – Embedded in a Datum

Module 12: Creating Sweeps and Blends
 After completing this module, you will be able to:

• Create sweeps with open and closed trajectories.

• Analyze sweep feature attributes.
• Create blends by selecting parallel sections.
• Create blends by sketching sections.
• Analyze blend options.

Objectives
Creating Sweeps with Open Trajectories
A sweep feature consists of a sketched section that sweeps, or traverses, along a trajectory.
• Components of a sweep feature:
– Trajectory
• Select the trajectory.
• Define the Start point.
– Section
• Placed at the trajectory start point, and denoted by
crosshairs.
• Closed or open.
• Creation methods:
– Add/remove solid material.
– Surface. Figure 1 – Sweeping a Closed Sketch Along an Open Trajectory
– Thin.

Figure 2 – Sweeping an Open Sketch Along an Open Trajectory

Creating Sweeps with Closed Trajectories
A sweep feature consists of a sketched section that sweeps, or traverses, along a trajectory.
• Components of a sweep feature:
– Trajectory
• Select the trajectory
• Define the start point
– Section
• Placed at the trajectory start point, and denoted
by crosshairs
• Closed or open
• If you sketch an open section for the solid
Figure 1 – T Section Sketch Swept Along a Closed Trajectory
feature type, the system automatically toggles
to surface
• Creation methods:
– Add/remove solid material
– Surface
– Thin

Figure 2 – L Section Swept Along a Closed Trajectory and Trajectory Extruded

Analyzing Sweep Feature Attributes
You can edit the attributes for the ends of an open trajectory sweep feature.
• Select the Merge Ends option on the ends of a sweep feature.

Figure 1 – Merge Ends Disabled Figure 2 – Merge Ends Enabled

Creating Blends by Selecting Parallel Sections
You can create a blend feature by selecting existing sketches or sections or chains or loops, of a model’s
existing feature edges.
• A blend feature must contain two or more sections.
• Selected sections are connected using a smooth curve.
• Sections are blended based on selection order.
• You can reorder or remove sections.

Figure 1 – Blend Feature

Figure 2 – Blending Three Selected Sections Figure 3 – Blend with Twisting Due to Misaligned Start Points
Creating Blends by Sketching Sections
You can create a blend feature by sketching the sections through a series of Sketcher sessions while
within the Blend tool.
• A blend feature must contain two or more sections.
• Sketched sections are connected using a smooth curve.
• Section sketch plane is projected:
– Offset dimension
– Reference
• Sections are blended based on order of insertion.
• You can remove sections.

Figure 1 – Blends Adding and Removing Material

Figure 2 – Sketching a Section Figure 3 – Projecting the Sections

Analyzing Blend Options
You can edit the option for connecting blend sections to smooth or straight.
• Blend sections can be connected:
– Smooth
– Straight

Figure 1 – Options for Connecting Blend Sections

Figure 2 – Smooth Blend Option Result Figure 3 – Straight Blend Option Result
Module 13: Creating Holes, Shells, and Draft
 After completing this module, you will be able to:

• Create coaxial, linear, radial, and diameter holes, as well as understand

the different depth options available.
• Understand the different hole profile options.
• Create shell features.
• Create draft features.
• Create basic split drafts.

Objectives
Common Dashboard Options - Hole Depth
You can drill a hole to several different depth options.
• Hole depth options:
– Blind
– Symmetric
– To Next
– Through Until
– To Selected
– Through All
– Side 1/Side 2
• Set using dashboard or right-clicking
drag handle

Figure 1 – Hole Depth Options

Creating Coaxial Holes
A coaxial hole is placed at the intersection of an axis and a surface.
• Placement references:
– Datum axis
– Surface or datum plane
• Offset references:
– None

Figure 1 – Selecting Placement References

Figure 2 – Coaxial Holes

Creating Linear Holes
A linear hole is created by selecting one placement reference and two offset references.
• Placement references:
– Datum plane or surface
• Offset references:
– Datum plane or surface
– Edge
– Datum axis

Figure 1 – Selecting Placement Reference

Figure 2 – Selecting Offset References

Figure 3 – Completed Hole
Creating Radial and Diameter Holes
Radial and diameter holes are created by selecting one placement reference and two offset references.
• On a cylindrical surface:
– Create radial holes only.
– Select one offset reference for offset.
– Select one offset reference for angle.
• On a planar surface:
– Create either radial or diameter holes. Figure 1 – Radial and Diameter Holes
– Select one datum axis.
– Select one surface or datum plane for angle.
• Angle value based on quadrant of pick point from axis.

Figure 2 – Cylindrical Surface Radial Hole

Figure 4 – Planar Surface Radial Hole

Figure 3 – Diameter Hole

Exploring Hole Profile Options
You can add a drill point to your hole and add countersinks or counterbores.
• Hole profile options include:
– Rectangle hole profile
– Drill point profile
– Add counterbore
– Add countersink
• Exit countersink
– Lightweight hole display
• Dimension drill point profile to:
– Shoulder
– Tip

Figure 1 – Hole Profile Options

Figure 2 – Drill Point Dimensioning Schemes Figure 3 – The Shape Tab

Creating Shell Features
The Shell feature hollows out the inside of a solid model, leaving a shell of a specified wall thickness.
• To create a basic shell feature:
– Select surfaces for removal.
– Specify thickness.

Figure 1 – Original Model

Figure 2 – Shelled Model with Surfaces Removed Figure 3 – Hollowed Out Model
Creating Draft Features
Draft features are typically used as finishing features in molded and cast parts.
• Draft features consist of:
– Draft surfaces
– Draft hinges
– Pull direction
– Draft angles

Figure 1 – Draft One or Multiple Surfaces

Figure 2 – Same Model, Same Draft Angle, and Different Draft Hinges
Creating Basic Split Drafts
Split draft enables you to apply different draft angles to different portions of a surface.
• Split options include:
– No split
– Split by split object
• Select a plane
– Split by draft hinge
• Side options:
– Independently
– Dependently
– First/Second side only
• Draft tangent surfaces check box Figure 1 – Drafting Sides Independently

Figure 2 – Drafting Sides Dependently Figure 3 – Drafting First Side Only

Module 14: Creating Rounds and Chamfers
 After completing this module, you will be able to:

• Create rounds by selecting edges, a surface and an edge, and two

surfaces.
• Create full rounds.
• Create round sets.
• Create chamfers by selecting edges and understand the different chamfer
dimensioning schemes.
• Create chamfer sets.

Objectives
Creating Rounds Theory
Rounds add or remove material by creating smooth transitions between existing geometry.
• Rounds can add or remove material.
• You can select edges or surfaces.

Figure 1 – Round Preview: Adding Material

Figure 2 – Round Preview: Removing Material Figure 3 – Completed Rounds

Creating Rounds by Selecting Edges
The rounds created by selecting edges are constructed tangent to the surfaces adjacent to the selected
edges.
• You can select one or more edge.
• Rounds propagate around tangent
edges.

Figure 1 – Rounds Created by Selecting Two Edges

Figure 2 – Rounds Created by Selecting Two Edges

Creating Rounds by Selecting a Surface and Edge
Rounds created by selecting a surface and edge are constructed tangent to the surface and pass
through the edge.
• You can select a surface and an edge.
• Rounds propagate around tangent
edges.

Figure 1 – Round Created by Selecting a Surface and Edge

Figure 2 – Round Created by Selecting a Surface and Edge

Creating Rounds by Selecting Two Surfaces
Rounds created by selecting two surfaces can span gaps or engulf existing geometry.
• You can select two surfaces.
• Rounds can span gaps.
• Rounds can engulf existing geometry.
• You can manage round pieces.

Figure 1 – Round that Spans a Gap

Figure 2 – Round that Engulfs Existing Geometry

Creating Full Rounds
Full rounds replace a surface with a round that is tangent to the surface it replaces.
• You can select two edges.
• You can select three surfaces.

Figure 1 – Full Round Created by Selecting Two Edges

Figure 2 – Full Round Created by Selecting Three Surfaces

Creating Round Sets
Round sets enable you to create rounds of different radii in a single round feature.
• Create multiple round sets in a single round feature.
• Each round set can have a different radius value.
• Each set may be created by selecting different entities.

Figure 1 – Three Round Sets in a Single Round Feature

Creating Chamfers by Selecting Edges
Chamfers add or remove material by creating a beveled surface between adjacent surfaces and edges.
• You can select one or more edge.
• Chamfers can add or remove material.
• Chamfers propagate around tangent
edges.

Figure 1 – Chamfers Created by Selecting Two Edges

Figure 2 – Chamfers Created by Selecting Two Edges

Analyzing Basic Chamfer Dimensioning Schemes
There are several different ways to dimension a chamfer to capture desired design intent.
• Dimensioning schemes
include:
– D x D
– D1 x D2
– Angle x D
– 45 x D

Figure 1 – Four Different Chamfer Dimensioning Schemes with the Same Geometry
Creating Chamfer Sets
Chamfer sets enable you to create chamfers of different dimensioning schemes or D values in a single
chamfer feature.
• Create multiple chamfer sets in a single chamfer feature.
• Each chamfer set can have a different D value.
• Each set may be created with a different dimensioning scheme.

Figure 1 – Three Chamfer Sets in a Single Chamfer Feature

Module 15: Project I
 After completing this module, you will be able to:

• Create the PISTON_PIN.PRT, PISTON.PRT, CONNECTING_ROD.PRT,

CRANKSHAFT.PRT, ENGINE_BLOCK.PRT, IMPELLER_HOUSING.PRT,
IMPELLER.PRT, FRAME.PRT, and BOLT.PRT models.

Objectives
The Air Circulator
In this project, you create components of the Air Circulator.
• Create from scratch:
– Part models
• Minimal Instructions
• Completed Models for Reference

Figure 1 – Air Circulator

Piston Assembly Components
These figures illustrate the components you create in this project for the piston assembly.

Figure 1 – PISTON_PIN.PRT Figure 2 – PISTON.PRT

Figure 3 – CONNECTING_ROD.PRT
Crankshaft, Engine Block, Impeller, and Impeller Housing
These figures illustrate the crankshaft, engine block, impeller, and impeller housing you create in this
project.

Figure 1 – CRANKSHAFT.PRT

Figure 2 – ENGINE_BLOCK.PRT

Figure 3 – IMPELLER.PRT Figure 4 – IMPELLER_HOUSING.PRT

The Frame and Bolt
These figures illustrate the frame and bolt components you create in this project.

Figure 1 – FRAME.PRT Figure 2 – BOLT.PRT

Module 16: Group, Copy, and Mirror Tools
 After completing this module, you will be able to:

• Create local groups.

• Copy and paste features, as well as move and rotate those copied
features.
• Mirror selected features, all features, and parts.

Objectives
Creating Local Groups
A local group enables you to perform an operation on multiple features at once.
• Reasons for grouping include:
– Copy/pattern multiple features as one.
– Select as one.
– When editing, view dims from all features in the group.
– Organize/collapse the model tree.

Figure 1 – Model Tree Before and After Local Group

Figure 2 – Viewing Dimensions of All Grouped Features Figure 3 – Selecting All Grouped Entities as One
Copying and Pasting Features
The copy and paste functionality enables you to quickly duplicate a feature.
• Copy
– Select features or groups of features.
• Paste
– Pastes feature with same reference types, dimension
scheme, and options as original.
– Select new references.
– Independent of original feature.

Figure 1 – Copying and Pasting a Hole

Figure 2 – Sketch Placed on the Cursor Figure 3 – Copying and Pasting an Extrude
Moving and Rotating Copied Features
You can use the Paste Special option to apply move and rotate options to the resulting copied feature.
• Copy:
– Select features or groups of features.
• Paste Special:
– Make copies dependent or independent.
– Move/rotate.
– Edit the dependence.
• Dimension Independent Figure 1 – Moving a Copied Feature
• Section Independent

Figure 2 – Rotating a Copied Feature

Figure 3 – Moving and Rotating a Copied Feature

Mirroring Selected Features
You can mirror selected features about a plane.
• Mirror Features:
– Mirror features or groups of features.
– Select mirror plane.
– Mirror features independent of or
dependent on the original feature.

Figure 1 – Mirroring Features About Datum Plane RIGHT

Figure 2 – Mirroring Features About Datum Plane FRONT

Mirroring All Features
Mirroring all features enables you to create half of a model and then mirror it to complete the entire part.
• Mirror the entire model:
– Select the part node from the model tree.
– Mirror is dependent on original side.
– Mirrors all features that are before the mirror feature in the model tree.

Figure 1 – Mirror All Features Before Figure 2 – Mirror All Features Result
Creating Mirrored Parts
You can create a duplicate, mirrored copy of a part.
• Mirror types:
– Geometry only.
– Geometry with features.
• Dependency control:
– Geometry dependent.

Figure 1 – Original Part Figure 2 – Mirrored Part

Module 17: Creating Patterns
 After completing this module, you will be able to:

• Direction Pattern in the First and Second Directions.

• Direction Pattern with multiple direction types.
• Axis Pattern in the First and Second Directions.
• Create Reference patterns of features and components.
• Delete patterns and pattern members.

Objectives
Direction Patterning in the First Direction
The direction pattern enables you to pattern features in a given direction.
• Direction and increments based on selected reference.
• Select a first direction reference.
• Specify number of members and increment.
• Specify additional, optional dimensions to increment.

Figure 1 – Direction Patterning an Extrude in One Direction

Figure 2 – Editing the Direction Pattern and Pattern Leader

Direction Patterning in the Second Direction
The direction pattern enables you to pattern features in a given direction.
• Direction and increments based on selected references.
• Select a first and second direction reference.
• Specify number of members and increments in first and
second directions.
• Specify additional, optional dimensions to increment.

Figure 1 – Direction Patterning a Group in Two Directions

Figure 2 – Direction Patterning a Group in Two Directions Result Figure 3 – Direction Pattern, Two Directions, Two Additional Dimensions
Axis Patterning in the First Direction
The axis pattern enables you to pattern features radially about a specified axis.
• Direction based on selected axis.
• Specify number of members and angular spacing.
• Set angular extent.
• Specify member orientation.
• Specify additional, optional dimensions to increment.

Figure 1 – Axis Patterning an Extrude in One Direction

Figure 2 – Editing the Axis Pattern and Incrementing a Dimension

Axis Patterning in the Second Direction
The axis pattern enables you to pattern features radially about a specified axis.
• Direction based on selected axis.
• Specify number of members and angular spacing in first and
second directions.
• Set angular extent.
• Specify member orientation.
• Specify additional, optional dimensions to increment.

Figure 1 – Axis Patterning a Group in Two Directions

Figure 2 – Editing the Axis Pattern and Incrementing Dimensions

Direction Patterning with Multiple Direction Types
The Direction pattern also enables you to pattern with different direction types.
• First and Second Direction types:
– Translate
– Rotate
– Coordinate System

Figure 1 – Original Model

Figure 2 – Translation and Rotation Directions Figure 3 – Completed Pattern

Creating Reference Patterns of Features
A Reference pattern enables you to pattern a feature on any other underlying patterned features.
• You can reference pattern:
– Features
– Groups
– Patterns along an existing pattern
• Reference pattern types:
– Feature
– Group
– Both

Figure 1 – Reference Patterning a Group

Figure 2 – Editing Reference Pattern Reference Types

Creating Reference Patterns of Components
You can use a Reference pattern to quickly assemble multiple instances of a component.
• Assemble component to pattern member.
• Reference pattern the component.
• Number of Reference patterned components updates
automatically.

Figure 1 – Reference Patterning a Bolt

Figure 2 – Reference Patterning a Bolt Figure 3 – Updating the Number of Bosses and Holes
Deleting Patterns or Pattern Members
You can either delete an entire pattern or disable individual members of a pattern.
• Delete – Deletes the pattern and the feature used to create
the pattern.
• Delete pattern – Deletes the pattern but keeps the original
feature.
• Click the black dots to disable that particular pattern member.

Figure 1 – Using the Delete Function

Figure 2 – Using the Delete Pattern Function Figure 3 – Disabling Individual Pattern Members
Module 18: Measuring and Inspecting Models
 After completing this module, you will be able to:

• View and edit model properties.

• Investigate model units.
• Assign materials.
• Analyze mass properties.
• Use the measure tools and measure summary tool.
• Create planar cross-sections.
• Measure global interferences.

Objectives
Viewing and Editing Model Properties
There is a consolidated dialog box for all model properties.

Figure 1 – Model Properties Dialog Box

Investigating Model Units
You can specify a model's units.
• Analyses are reported in current model units.
• Units are derived from templates.
• You can change units, if desired.
– Convert dimensions
– Interpret dimensions

Figure 1 – Units Manager

Figure 2 – Converting Model Dimensions Figure 3 – Interpreting Model Dimensions

Assigning Materials
You can assign new or predefined materials to a model or component.
• Material assignment methods:
– Model Properties dialog box.
– Right-click the model from the model tree.
• Assigned materials display in the model tree.
• You can also add multiple materials to a model.
– Only one can be assigned.

Figure 1 – Assigning a Material

Figure 2 – Material Assigned Figure 3 – Materials Assigned in an Assembly

Analyzing Mass Properties
You can calculate a model's mass properties.
• Mass properties include:
– Volume
– Surface area
– Density
– Mass
– COG
• Analyses require model material or density.
• Density units are the same as model units.
• For assemblies, a density for each component is required. Figure 1 – Viewing Mass Properties

Figure 2 – Performing a Mass Properties Analysis

Using the Measure Tools
You can make several types of measurements on models.
• Measurements include:
– Length
– Distance
– Angle
– Diameter
– Area
– Volume
– Transform

Figure 1 – Measuring Length

Figure 2 – Measuring Distance Figure 3 – Measuring an Angle

Using the Measure Summary Tool
The Summary measure tool provides all applicable measurement results based on the references selected.
• Multiple references yields the sum total of applicable
measurements.
– Distance between references is also provided.
– Individual reference results panels are collapsed by default.

• Toggle between the Measure tool and other individual measure

tools.
– Selected references are retained.

Figure 1 – Summary Measurement using Vertex References

Figure 2 – Summary Measurement using Edge References Figure 3 – Summary Measurement using Surface References
Creating Planar Part Cross-Sections
You can create planar cross-sections in a 3-D model.
• Available types:
– Planar
– X Direction
– Y Direction
– Z Direction
• Cross-section options
• Edit cross-section hatching
• Display management:
– Show Section
– Activate/Deactivate Figure 1 – Planar Cross-Section

Figure 2 – Z Direction Cross-Section with Filled Surface Figure 3 – X Direction Cross-Section with Modified Hatching
Measuring Global Interference
You can calculate interferences between components in an assembly.
• Setup:
– Parts only
– Sub-assembly only
• Computation type:
– Exact
– Quick
• Interference pairs:
– Highlighted in the model
– Volume can be calculated

Figure 1 – Viewing Exact Global Interference Computation

Figure 2 – Viewing Quick Global Interference Computation

Module 19: Assembling with Constraints
 After completing this module, you will be able to:

• Understand assembly and constraint theory and create new assembly

models.
• Understand assembly constraint status and analyze basic component
orientation.
• Assemble components using the Default constraint and Automatic option.
• Create coincident constraints using geometry.
• Create coincident constraints using datum features.
• Create distance constraints.
• Create parallel, normal, and angle constraints.
Use the accessory window to assemble components.
Objectives •
Understanding Assembly Theory
An assembly is a collection of parts and other sub-assemblies that you combine using constraints.
• Create assembly models from standardized templates.
• Capture assembly design intent using constraints.
• Create assembly constraints.

Figure 1 – An Assembly Model is Comprised of Parts

Creating New Assembly Models
Your company can create customized templates that you can use to create new assembly models.
• Create new assemblies in the New dialog box.
• Use customized assembly templates.
• Assembly templates include:
– Datums
– Units
– Parameters
– Layers
– View Orientations

Figure 1 – New Assembly Created Using Template

Figure 2 – Examples of Parameters Figure 3 – Layers Created from Assembly Template

Understanding Constraint Theory
Constraints determine how a part is located in an assembly.
• Most constraints are applied between parts within an
assembly.
– Select component reference.
– Select assembly reference.

• Constraints are added one at a time.

• The box of the active constraint is highlighted.
• Double-click a constraint's tag to modify it.

Figure 1 – Selecting Placement References

Figure 2 – Viewing the Active Constraint Figure 3 – Modifying a Constraint

Understanding Assembly Constraint Status
Ideally, when you complete a component's placement, it should be at a Fully Constrained status.
• Range of assembly constraint status:
– No Constraints
– Partially Constrained
• Packaged
– Fully Constrained
– Constraints Invalid
• The system can also Allow Assumptions to facilitate component
placement.

Figure 1 – No Constraints

Figure 2 – Range of Assembly Constraint Status

Assembling Components Using the Default Constraint
It is standard practice to assemble the first component of an assembly using the Default constraint.
• Benefits of using the Default constraint:
– No references are specified.
– No parent/child relationships are created.
• You can also assemble sub-assemblies using the Default
constraint.

Figure 1 – Assembling Component Using Default Constraint

Figure 2 – Completed Component Placement Figure 3 – Assembling a Sub-Assembly

Orienting Components
You can reorient a component with respect to the assembly during placement.
• 3D Dragger
– Rotate and translate about the three axes.
– Move in 2-D plane.
– Free move.
– 3D Dragger portions gray out as degrees of freedom are
reduced through constraints.
• Press CTRL+ALT and click, right-click, or middle-click.

Figure 1 – Default Position

Figure 2 – Orienting Around Red and Blue Axes Figure 3 – Component Positioned on Top of Model
Creating Coincident Constraints Using Geometry
Use the Coincident constraint to position two cylindrical surfaces coaxial or two planar surfaces
coincident.
• Cylindrical/Conical surfaces:
– Surfaces are inserted, resulting in coincident axes.
– The surfaces do not need to be the same diameter.
• Planar surfaces:
– Surfaces are made coincident to each other.
– You can toggle the constraint orientation to mate or align
surfaces.

Figure 1 – Selecting Cylindrical Surfaces - Axes to be Coincident

Figure 2 – Selecting Planar Surfaces to be Coincident Figure 3 – Selecting Alternate Planar Surfaces to be Coincident
Creating Coincident Constraints Using Datum Features
Use the Coincident constraint to position two datum axes coaxial or two datum planes coincident.
• Datum Planes:
– Aligns positive (brown) sides in the same direction by
default.
• Datum Axes:
– Aligns positive (tag) sides in the same direction by default.
• You can flip the direction.

Figure 1 – Selecting Datum Planes to be Coincident

Figure 2 – Selecting Datum Axes to be Coincident

Creating Distance Constraints
Use the Distance constraint to specify an offset value between different types of geometry.
• Select geometry pairs (two points or two planes, for
example).
• Select geometry combinations (a point and plane, for
example).
• Distance constraint is the same as the Coincident constraint,
except that selected references can be offset from one
another.

Figure 1 – Distance Between a Vertex and Datum Plane

Figure 2 – Distance Between Two Surfaces Figure 3 – Distance Constraint Flipped

Creating Parallel, Normal, and Angle Constraints
Use the Parallel, Normal, and Angle Offset constraints to specify a particular component orientation.
• The Parallel constraint forces references parallel to each
other.
– Similar to Coincident constraint without coplanar
requirement.
• The Normal constraint forces references normal to each other.
• The Angle Offset constraint enables you to specify a rotation
angle between planar references.

Figure 1 – Viewing a Parallel Constraint

Figure 2 – Viewing a Normal Constraint Figure 3 – Viewing an Angle Offset Constraint

Assembling Using Automatic
Use the Automatic option to enable Creo Parametric to determine the constraint type based on selections
and component location or orientation.
• Assemble components using Automatic .
– Typically the system generates a Coincident constraint.
• Toggle or create other constraints as necessary.
– Offset, Angle Offset, Coincident, Centered, and so on.

Figure 1 – Orientation Determining Constraint Type Created

Figure 2 – Creating an Angle Offset Constraint Based on Orientation

Utilizing the Accessory Window
The accessory window enables you to manipulate the incoming component individually to facilitate
reference selection.
• Accessory window uses:
– Component placement
– Data sharing
– Sheetmetal forms
• Toggle the accessory window on or off.
• The accessory window can be docked or undocked.

Figure 1 – Viewing the Accessory Window Figure 2 – Docked Accessory Window Model Tree
Module 20: Assembling with Connections
 After completing this module, you will be able to:

• Understand connection theory.

• Drag connected components.
• Assemble components using Slider, Pin, and Cylinder connections.
• Analyze collision detection settings.

Objectives
Understanding Connection Theory
A mechanical connection is a method of constraining components to form a joint. Joint connections
determine how a component can move within an assembly.
• Create mechanism connections that enable motion between components in an assembly.
• Joint connection examples:
– Slider
– Pin
– Cylinder

Figure 1 – Assembly with Connections

Dragging Connected Components
You can drag assembly components through their range of motion based on the current connections
and applied constraints.
• Drag components using Point Drag.
• You can create snapshots to capture the positions of
components.

Figure 1 – Dragging Assembly Components

Figure 2 – Viewing a Snapshot Figure 3 – Viewing a Second Snapshot

Assembling Components using the Slider Connection
Slider connections are used to enable translation along a single axis.
• References (constraint rules):
– Axis Alignment to enable translation along a single
axis.
• Use axes or cylindrical surfaces.
– Rotation Reference to constrain rotation around the
axis.
• Use planes or planar surfaces.
• Examples include:
Figure 1 – Axis Alignment
– Elevator doors
– Piston in a cylinder

Figure 2 – Rotation Reference

Assembling Components using the Pin Connection
Pin connections are used to enable rotation along a single axis while constraining axial translation.
• References (constraint rules):
– Axis Alignment to enable rotation about a single axis.
• Use axes or cylindrical surfaces
– Translation Reference to constrain translation along the axis.
• Use planes or planar surfaces
• Examples include:
– Door hinge
– Crankshaft in an engine
Figure 1 – Axis Alignment

Figure 2 – Translation Reference

Assembling Components using the Cylinder Connection
Cylinder connections are used to enable rotation along a single axis with unconstrained axial translation.
• References (constraint rules):
– Axis Alignment to enable rotation about a single axis.
• Use axes or cylindrical surfaces.
• Examples include:
– Aligning a pen cap over a pen.
– Connecting rod.
• Assuming one end is defined with a Pin connection.
• Avoids overconstraining.

Figure 1 – Axis Alignment

Analyzing Collision Detection Settings
Collision Detection enables you to check for interferences between parts while dragging them.
• Global collision detection
• Partial collision detection
• Areas of interference highlight
• Sound warning upon collision

Figure 1 – Areas of Interference While Dragging

Figure 2 – Interference Fixed

Module 21: Exploding Assemblies
 After completing this module, you will be able to:

• Create and manage explode states.

• Create explode lines between exploded components.
• Animate explode states.

Objectives
Creating and Managing Explode States
Explode states enable you to easily save assembly and disassembly views.
• Position components into desired location.
– Select motion type
– Select Movement Reference
– Move component(s), with or without children.
• Toggle between exploded and unexploded states.
• Explode states can be used in drawings.

Figure 1 – Unexploded Assembly Figure 2 – Exploded Assembly

Creating Explode Lines
Explode lines are used to denote the alignment of exploded components when the assembly is
unexploded.
• Create explode lines by specifying references on two
components.
• Edit explode lines:
– Extend or shorten lines
– Add/Remove Jogs

• Modify line style, font, or color.

Figure 1 – Unexploded Assembly Figure 2 – Explode Lines in Exploded Assembly

Animating Explode States
You have the option of animating your explode states for both exploding and unexploding operations.
• Toggle animation on or off.
• Options include:
– Maximum seconds an animation takes between explode
states.
– Follow explode sequence.
• You can set default behavior.

Figure 1 – Animation Not Following the Explode Sequence Figure 2 – Animation Following the Explode Sequence
Module 22: Drawing Layout and Views
 After completing this module, you will be able to:

• Analyze drawing concepts and theory, as well as basic 2-D orientation

skills.
• Create new drawings manually and apply formats.
• Use the drawing tree.
• Create new drawings using drawing templates.
• Manage drawing sheets.
• Add drawing models to a drawing.
• Create, orient, and modify drawing views including general, projection,
cross-section, detailed, and auxiliary.
Create assembly and exploded views.
Objectives •
Analyzing Drawing Concepts and Theory
A drawing is often the final deliverable at a company and contains parametric 2-D or 3-D views of a
3-D model.
• A drawing usually contains at least:
– Model views
– Dimensions
– Title block
• A drawing is bi-directional.

Figure 1 – Example of a Model

Figure 2 – Example of a Drawing

Analyzing Basic 2-D Orientation
Manipulate the 2-D orientation of your drawings in the Creo Parametric graphics window.
• Keyboard/Mouse Orientation:
– Pan
– Zoom
– Wheel Zoom
• Additional Orientation options:
– Refit
– Change sheets

Figure 1 – Viewing a Drawing Sheet

Figure 2 – Zooming in on a Drawing View Figure 3 – Zooming in on the Title Block

Utilizing the Drawing Tree
The drawing tree enables you to visualize and manipulate drawing elements.
• Drawing Tree
– Changes with Ribbon tab
– Select items
– Right-click options

Figure 1 – Drawing Tree: Layout Tab

Figure 2 – Drawing Tree: Table Tab Figure 3 – Drawing Tree: Annotate Tab
Creating New Drawings and Applying Formats
Your company can create customized formats to use in new drawings.
• Create new drawings in the New dialog box.
– Specify the Default Model.
– Specify orientation.
– Specify size.
– Specify format (optional).
• A Format:
– Contains 2-D items.
– Is created in Format mode.
– Is applied to a drawing.
• Add or change formats using Sheet Setup .
Figure 1 – Empty Drawing

Figure 2 – Drawing with Format

Creating and Orienting General Views
When creating a series of views, a general view is usually the first view you create.
• You can edit the following attributes when creating or editing
general views:
– View name
– View type
– View orientation

• Model view name

Figure 1 – General View Type

Figure 2 – Another General View Type

Managing Drawing Sheets
You manipulate Sheets using sheet tabs and dialog boxes.
• Move or Copy Sheet dialog box:
– Move sheets with the option to copy
• Sheet Setup dialog box:
– Specify Format
– Change Size/Orientation
• Sheet tabs:
– Located below drawing status text
– Select to activate sheet Figure 1 – Move or Copy Sheet Dialog Box
– Create/Delete
– Reorder
– Rename

Figure 2 – Sheet Setup Dialog Box

Figure 3 – Sheet Tabs

Adding Drawing Models
A drawing can contain views and other information from multiple drawing models.
• Add or delete drawing models from the drawing.
• Set/Switch the active model.
• The system adds information to the drawing from the active
model only.

Figure 1 – Switching the Active Model

Figure 2 – Menu Manager

Figure 3 – Different Models on Different Drawing Sheets

Creating Projection Views
A Projection view is an orthographic projection of another view's geometry along a horizontal or vertical
direction from the parent view.
• Projected view characteristics:
– Is child of view from which it is projected
– Orientation is 90° from parent view
– Third angle or First angle

Figure 1 – Example Third Angle Projected Top View

Figure 2 – Example Third Angle Projected Left View Figure 3 – Example General View
Creating Cross-Section Views
You can add cross-sections to drawing views and edit their Xhatching.
• Cross-section views:
– Use cross-sections from the 3-D model.
– Have Xhatching that you can edit.
– Enable you to add arrows to a perpendicular view.
• Flip material direction

Figure 1 – Cross-Section Views Using 3-D Model Cross Sections

Figure 2 – Editing Xhatching Figure 3 – Added Arrows to Perpendicular View

Creating Detailed Views
A Detailed view is a small portion of a model shown enlarged in another view.
• Detailed view components:
– Location on drawing
– Sketched spline
– View name
– Scale
– Xhatching (if applicable)

Figure 1 – Sketching the Spline

Figure 2 – Placed Detailed View

Figure 3 – Resulting Spline Boundary
Creating Auxiliary Views
An auxiliary view is projected perpendicular to a selected planar reference or projected along the direction
of an axis.
• You can select the following references:
– Planar reference
• Datum plane
– Linear reference
• Datum axis
• Edge
• Edit the View name.
• Add optional arrows.
– Single
– Double

Figure 1 – An Auxiliary View

Creating Assembly and Exploded Views
You can create a drawing that displays assembly views. You can further modify an assembly view to
display it in an exploded state.
• Set an assembly as the active model to create assembly views.
– All components included.
• Display an assembly view in an exploded state.
– Views reference 3-D model explode states.
– Explode states can be edited from the drawing.
– Explode lines can be shown.

Figure 1 – Assembly View

Figure 2 – Exploded Assembly View

Modifying Drawing Views
You can perform many operations on a drawing view to change its display.
• Operations include:
– Move the view.
• Lock view movement
– Delete views.
• Child views
– Modify properties.
• Scale
• View display
– Edit the sheet scale. Figure 1 – Deleting Child Views

Figure 2 – Editing the Sheet Scale Figure 3 – Modifying View Properties

Creating New Drawings using Drawing Templates
Drawing templates work in conjunction with the model's saved views to automatically populate default
drawing views.
• Drawing Templates are customizable:
– Create templates that complete a majority of the initial
drawing.
– Additional items can be added to drawing templates.
• Other views
• View options
• Drawing formats
• Drawing options

Figure 1 – Example of a Drawing Template

Figure 2 – Drawing Created using a Template

Module 23: Creating Drawing Annotations
 After completing this module, you will be able to:

• Analyze annotation concepts and types.

• Create tables from file.
• Create BOM balloons.
• Show, erase, and delete annotations.
• Clean up and manipulate dimensions.
• Create driven dimensions.
• Insert notes.
• Analyze drawing associativity.
• Publish drawings.
Objectives
Analyzing Annotation Concepts and Types
You can add additional detail to drawing views to convey information needed to manufacture the part or
components of the assembly.
• Add the following annotations to drawings:
– Dimensions
• Driving
• Driven (Created)
– Axes
– Notes
– Tables
– Bills of Material

Figure 1 – Viewing a BOM on a Drawing

Figure 2 – Viewing Annotation Items on a Drawing

Creating Tables from File
You can insert tables from a file or using quick tables.
• Table From File
– Ribbon Options
• Quick Tables Gallery:
– Contains a gallery of previously created tables with
thumbnails
– User Tables Figure 1 – Table Ribbon Options
– System Tables
• Place the table.
– Select Point dialog box

Figure 2 – Browsing for a Table From File Figure 3 – Quick Tables Gallery
Creating BOM Balloons
You can use balloons in conjunction with Bill of Materials tables to detail the location and number of
parts included in the assembly for manufacturers.
• Numerous balloon creation options.
• Manipulate placed balloons:
– Merge Balloons
– Split Balloons
– Detach Balloons
Figure 1 – Balloon Ribbon Options
– Redistribute Quantity
• Edit BOM balloon settings.

Figure 2 – Viewing Created Balloons Figure 3 – Editing BOM Balloon Properties

Showing, Erasing, and Deleting Annotations
Dimensions and other detail items created in a 3-D model can be shown in drawings.
• Show various types, based on tab
• Context sensitive, based on selection
• Erase/Unerase
• Delete

Figure 1 – Showing Axes and Dimensions Figure 2 – Show Model Annotations Dialog Box
Cleaning Up Dimensions
Creo Parametric can automatically arrange the display of selected dimensions based on controls that
you set.
• Functions include:
– Offset dimensions in evenly spaced increments.
– Create breaks in witness lines.
– Flip dimension arrows that do not fit between witness lines.
– Center dimensions between witness lines.
– Create snap lines.

Figure 1 – Dimensions Before Cleanup

Figure 2 – The Clean Dimensions Dialog Box Figure 3 – Dimensions After Cleanup
Manipulating Dimensions
When dimensions are placed on a drawing, you typically need to modify them, for reasons such as clarity
or to adhere to your company's drawing standards.
• You can manipulate dimensions in the following ways:
– Move (handles)
– Align Dimensions
– Flip Arrows
– Flip Text
– Move Item to View
– Edit Attachment

Figure 1 – Moving Dimensions

Figure 2 - Moving Witness Line Endpoint Figure 3 – Flipping Arrows

Creating Driven Dimensions
You can create additional dimensions within a drawing, as needed, if a dimension is not available to be
shown or as company standards dictate.
• Created dimensions display differently in the drawing tree.
• Immediate preview.
• Select single or multiple references.
• Select reference type.
• Right-click menu
• Context-sensitive Format and Dimension ribbon tabs Figure 1 – Created Dimensions versus Shown Dimensions

Figure 2 – Viewing Immediate Preview Figure 3 – Viewing the Created Dimension

Figure 4 – Dimension Ribbon Tab

Inserting Notes
You can insert notes on a drawing with or without leaders that can contain dimensions.
• Notes are created dynamically.
• Various drag handles display for dynamic note manipulation.
• Multiple options for formatting available.

Figure 1 – Unattached Note

Figure 2 – Note with a Leader Figure 3 – Manipulating and Formatting a Note

Analyzing Drawing Associativity
Due to Creo Parametric's bi-directional associativity, a change made to a model automatically updates
in a drawing and vice versa.
• Examples of drawing associativity include:
– BOM tables update based on added/removed assembly
components.
– Drawing views and shown dimensions update based on
model modifications.
– A modified shown drawing dimension automatically updates
in the model.

Figure 1 – BOM and Drawing View Associativity

Figure 2 – Model and Drawing Associativity

Publishing Drawings
You can create a hard copy deliverable of your drawing.
• Send the drawing to a printer or plotter.
• Export the drawing to a different electronic format.
• You can print preview the drawing.

Figure 1 – Previewing the Drawing

Figure 2 – Export Setup Tab in the Ribbon

Module 24: Using Layers
 After completing this module, you will be able to:

• Understand layers.
• Create and manage layers.
• Utilize layers in part models and assembly models.

Objectives
Understanding Layers
A layer is a container object that enables you to organize features, components, and even other layers.
• Managed in layer tree
• Uses include:
– Collectively perform operations
• Hide/Unhide
• Select
– Model management
• Layer types include:
– Default
– Automatic
– User-created

Figure 1 – Viewing the Layer Tree

Figure 2 – Hiding Items using Layers

Creating and Managing Layers
You can create layers manually by naming the layer and selecting geometry items or components to
add from the model tree or the graphics window.
• Layer Properties:
– Name
– Contents
– Rules
• Different icons for layers with or without rules
• Set the Active Layer
• Status
– Save
– Reset
– Warning

Figure 1 – Layer Properties Dialog Box

Figure 2 – Layer with No Rule Figure 3 – Layer Created with Rule

Utilizing Layers in Part Models
When you hide a layer, only the non-solid geometry from the feature items added to the layer are hidden in
the graphics window.
• Add almost any feature to a layer.
• Only non-solid geometry is hidden.
– Datum features
– Surfaces

Figure 1 – Hiding a Layer with Default Datums

Figure 2 – Hiding a Layer with Holes

Utilizing Layers in Assembly Models
Unlike parts, you can add components to layers in an assembly and hide the geometry of those
components.
• Add almost any feature to a layer.
– Only non-solid geometry is hidden.
• Add assembly components.
– Solid geometry is hidden.
• Cascading layer control available for layers of same name.
Figure 1 – Cascading Layer Control
• Placing external items options.

Figure 2 – Hiding a Layer with Assembly Components

Module 25: Investigating Parent/Child Relationships
 After completing this module, you will be able to:

• Understand parent/child relationships.

• View part and assembly parent/child information.
• View model, feature, and component information.

Objectives
Understanding Parent/Child Relationships
The parent/child relationship is one of the most powerful aspects of Creo Parametric and parametric
modeling in general.
• Defining parent/child relationships.
• Effects of parent/child relationships when editing.
• How parent/child relationships are created.

Figure 1 – Viewing KEY_HANDLE.PRT Figure 2 – Parent/Child Relationship Flowchart

Viewing Part Parent/Child Information
You can use the Reference Viewer to view parent/child relationships between features in a part model.
• Current Object
• Parents
• Children
• Highlight entities in model:
– Features
– References

Figure 1 – Full Path Between Features

Figure 2 – Reference Viewer Graph

Viewing Assembly Parent/Child Information
You can use the Reference Viewer to view parent/child relationships between components in an assembly.
• Current Object
• Parents
• Children
• Highlight entities in model:
– Components
– Features Figure 1 – Reference Viewer: Model as Current Object
– References
• Set Current:
– Model
– Component Placement
– Both

Figure 2 – Full Path Between Components

Figure 3 – Reference Viewer: Component Placement as Current Object

Viewing Model, Feature, and Component Information
• You can view the following information:
– Feature
– Model
– Component
– Bill of Materials

Figure 1 – Viewing Model Information

Figure 2 – Viewing BOM Information Figure 3 – Viewing Feature Information

Module 26: Capturing and Managing Design Intent
 After completing this module, you will be able to:

• Handle the children of deleted and suppressed items.

• Reorder and insert features.
• Redefine features and Sketches.
• Capture design intent in Sketches, features, parts, and assemblies.

Objectives
Handling Children of Deleted and Suppressed Items
In Creo Parametric, you have three options for handling the children of suppressed or deleted items.
• Three options for child handling include:
– Suppress/Delete
– Suspend
– Fix

Figure 1 – Children Handling Dialog Box Figure 2 – Suspending Child Rounds

Figure 3 – Handling a Fixed Child Component

Reordering Features
You can reorder features in the model tree by dragging them to a new location.
1. Original model
• Through All hole
2. Protrusion added
• Hole no longer meets design intent
3. Hole reordered
• Hole again meets design intent

Figure 2 – Protrusion Added

Figure 1 – Original Model Figure 3 – Hole Reordered

Inserting Features
You can insert new features or components in the model tree where desired.
1. Original model
• One protrusion
• Shell has square edge
2. Insert mode activated
• Protrusion mirrored and rounds created
Figure 1 – Original Model
before shell
3. Insert mode cancelled
• Hole on left goes through mirrored
protrusion
• Shell hollows out mirrored protrusion and
rounds
Figure 2 – Insert Mode Activated

Figure 3 – Insert Mode Cancelled

Redefining Features and Sketches
The Edit Definition option provides you with complete control of a feature.
• Edit Definition
– Datum Features
– Feature Tools
– Sketch Features
– Pre-Wildfire Features
• Complete control of a feature
– Feature Type
– Size
– Shape
– Location
– Options
– References

Figure 1 – Various Edit Definition Options

Figure 2 – Feature Dashboard

Capturing Design Intent in Sketches
You must carefully consider how to define a sketch since several other features use sketches in their
creation.
• Considerations include:
– Sketch/Reference plane selection
– Reference selection
– Dimension scheme
– Constraints
– Sketched geometry type
• Open sketch results may differ from closed sketch results

Figure 1 – Captured Design Intent

Figure 2 – Closed Sketch Design Intent Examples Figure 3 – Open Sketch Design Intent Examples
Capturing Design Intent in Features
Capture design intent in your model's features by deciding which feature options to use.
• Option considerations include:
– Depth
– Solid/Thicken
– Round/Chamfer type
– Hole type
– Sketch or select sweep trajectory
• Internal versus external sketches
• Embedded datum features Figure 1 – Internal Versus External Sketches

Figure 2 – Embedded Datum Features

Capturing Design Intent in Parts
Capture design intent in parts with proper planning, feature selection, and feature order.
• Planning model design
– 80/20 rule
• Feature type
• Feature order
• Parent/child effects

Figure 1 – Following the 80/20 Rule

Figure 2 – Feature Order Example 1 Figure 3 – Feature Order Example 2

Capturing Design Intent in Assemblies
You can capture design intent in assemblies by determining which assembly type to use, which
component to assemble first, and which constraints to use during the assembly process.
• Considerations include:
– Assembly type
• Static
• Dynamic
• Mixture
– Assembly/Sub-assembly structure
– Choice of base model
– Assembly references
– Fit/Interference issues Figure 1 – Assembly Structure Examples

Figure 2 – Vice Assembly

Module 27: Resolving Failures and Seeking Help
 After completing this module, you will be able to:

• Understand and identify failures.

• Analyze geometry, open-section, and missing part references failures.
• Analyze missing component failures, missing component reference
failures, and invalid assembly constraint failures.
• Recover models.
• Access and use Creo Parametric's help system.

Objectives
Understanding and Identifying Failures
When a model fails regeneration, the system indicates the failing features or components.
• Failures occur due to:
– Invalid/Impossible geometry
– Missing/Broken references
– Missing models
Figure 1 – Notification Pop-Up
• Failure Indications:
– Model Notifications
– Notification Pop-Up
– Red Highlighting
• Model tree
• Model geometry

Figure 2 – Notification Center

Figure 3 – Feature Highlighting

Figure 4 – Regeneration Manager

Understanding the Notification Center
The Notification Center displays warnings and failures that have occurred within the model.
• Customize:
– Notification Pop-Up behavior
– Notification Severity
• Select a notification and perform an action to resolve it.
• Filter the Notification Center:
– Warnings
– Errors
Figure 1 – Notification Center Pop-Up

Figure 2 – Notification Types and Severity Figure 3 – Notification Center

Analyzing Geometry Failures
Geometry failures are caused either by geometry that is invalid, or geometry that is impossible to create.
• Invalid geometry examples:
– Round radii too small or too large
– Blend start points mismatch
– Sweep Radii Rule
– Extrude Through Until

Figure 1 – Round Radius Too Large

Figure 2 – Sweep Radius Section Radius Comparison Figure 3 – Blend Start Points Mismatch
Analyzing Open Section Failures
Open section failures occur when the open section extends beyond the solid geometry that bounds it.
• Open section features must be bounded by other solids.
• Failure message indicates when a part cannot be
intersected with a feature.

Figure 1 – Open Section Versus Closed Section

Figure 2 – Open Section Sketch Feature Figure 3 – Open Section Sketch Failure
Analyzing Missing Part Reference Failures
Missing part reference failures occur when a parent feature is changed, and the child feature can no
longer find the parent's reference.
• Missing part reference failure examples include:
– Missing axes
– Missing references for rounds/chamfers
– Editing a sketch
• Replace sketched entities
• Replace Sketcher dimensions
• Old, missing references display.

Figure 1 – Sketch Feature Referencing Hole Axis

Figure 2 – Round Edges Figure 3 – Editing a Sketch

Analyzing Missing Component Failures
Missing component failures occur when Creo Parametric cannot locate all of the necessary components
to properly open an assembly.
• Reasons include:
– Component renamed on operating system.
– Component renamed in Creo Parametric without
assembly in session.
– Component located in a different folder on operating
system.

Figure 1 – Folder View of Components

Figure 2 – Assembly and Model Tree

Analyzing Missing Component Reference Failures
Missing Component Reference failures occur when you modify a component feature that removes the
reference used for its placement or its children's placement in an assembly.
• Failure displays as:
– Failed to regenerate component placement.
– Feature references are missing.

Figure 1 – Parent/Child Relationship Graph

Figure 2 – Model Tree and Assembly

Analyzing Invalid Assembly Constraint Failures
Invalid assembly constraint failures occur when constraints from one set conflict with constraints from
another set for a given component.
• Reasons include:
– Parent components modified or deleted.
– Features in parent components modified or deleted.
• Resolve the failure:
– Change constraints.
– Modify features to satisfy constraints.
– Suppress or suspend component.

Figure 1 – Invalid Assembly Constraints

Figure 2 – Coincident Constraints Disabled Figure 3 – Features Modified to Satisfy Constraints

Recovering Models
You can recover models in the event of a system crash.
Dialog appears automatically upon restart:
• Retrieve
– Opens previous model
• Continue
– Starts a new Creo Parametric session

Figure 1 – Retrieval Dialog Box

Using Creo Parametric Help
You can obtain help from various locations, either from Creo Parametric or from links on PTC's Online
Resources.
• PTC Creo Parametric Help
• PTC Learning Connector
• Command Search
• Online Resources
• File > Help

Figure 1 – Help Center

Figure 2 – PTC Learning Connector Figure 3 – Resource Center

Module 28: Project II
 After completing this module, you will be able to:

• Create the FLANGE.PRT model.

• Complete the ENGINE_BLOCK.PRT, IMPELLER_HOUSING.PRT, and
FRAME.PRT models.
• Create the PISTON_ASSY.ASM, BLOWER.ASM, ENGINE.ASM, and
ENGINE_BLOWER.ASM assemblies.
• Create the ENGINE-BLOWER_MODELS.DRW drawing.
• Analyze and resolve interferences.

Objectives
The Air Circulator
In this project, you create, assemble, and document components of the Air Circulator.
• Create from scratch:
– Part
– Assembly
– Drawing
• Minimal instructions
• Completed models for reference

Figure 1 – Air Circulator

Piston Assembly
These figures illustrate the final piston assembly that you create from the previously created components
in this project.

Figure 1 – PISTON_PIN.PRT Figure 2 – PISTON.PRT

Figure 3 – CONNECTING_ROD.PRT Figure 4 – PISTON_ASSY.ASM

Engine Block and Drawing
These figures illustrate the final engine block and drawing that you complete in this project.

Figure 1 – CRANKSHAFT.PRT Figure 2 – ENGINE_BLOCK.PRT

Figure 3 – ENGINE-BLOWER_MODELS.DRW
Blower Assembly
These figures illustrate the components and final blower assembly that you complete in this project.

Figure 1 – FLANGE.PRT Figure 2 – IMPELLER.PRT

Figure 3 – IMPELLER_HOUSING.PRT Figure 4 – BLOWER.ASM

Engine Blower Assembly
These figures illustrate the final frame component, engine assembly, and final engine blower assembly
that you create in this project.

Figure 1 – FRAME.PRT Figure 2 – ENGINE.ASM

Figure 3 – ENGINE_BLOWER.ASM
Completing the Design
These figures illustrate the bolts assembled in this project. The assembly is then evaluated for
interferences and modified as required.

Figure 1 – BOLT.PRT Figure 2 – Assembling the BOLT.PRT

Figure 3 – Assembling the BOLT.PRT Figure 4 – Viewing Interference

Appendix A: Appendix
 After completing this module, you will be able to:

• Customize the ribbon interface.

• Use keyboard shortcuts.
• Understand basic model tree columns.
• Use the search tool.
• Specify and manipulate the sketch setup.
• Add taper to extrude features.
• Analyze sweep feature attributes.
• Analyze blend options.
• Direction pattern with multiple direction types.
Objectives • Use the measure summary tool.
• Create coincident constraints using datum features.
• Utilize the accessory window.
• Analyze collision detection settings.
• Animate explode states.
• Clean up dimensions.
• Understand resolve mode tools.
Customizing the Ribbon Interface
You can customize the ribbon, Quick Access toolbar, and In Graphics toolbar in numerous ways to
personalize it for your work style.
• Add or remove icons from the Quick Access toolbar or In
Graphics toolbar.
– There is an individual toolbar for each mode.

• Ribbon customizations:
– Create new tabs or reorder them.
– Create new groups or customize groups.
– Specify large or small icons, or with/without label.
• Export settings or restore defaults.

Figure 1 – Datum Group and Customized Datum Group

Figure 2 – Collapse Priorities

Using Keyboard Shortcuts
Keyboard shortcuts are used to quickly perform commonly used functions.
• You can use keyboard shortcuts to perform:
– Common file operations.
– Common edit operations.
– Common view operations.
Figure 1 – The CTRL Key

Figure 2 – Keyboard and Mouse

Understanding Basic Model Tree Columns
You can add additional columns of information to the model tree display.
• Basic information columns that you can add include:
– Feat #
– Feat ID

Figure 1 – Adding Columns to the Model Tree

Figure 2 – Viewing Added Columns in the Model Tree

Understanding Resolve Mode Tools
If desired, you can activate Resolve mode to manage failures.
Activate Resolve mode using:
• Regeneration Manager preferences
– Failure Handling
• No Resolve mode (default)
• Resolve mode
• Config.pro option
– regen_failure_handling
• no_resolve_mode (default)
• resolve_mode

Figure 1 – Resolve Menu

Figure 2 – Failure Diagnostics Window