Você está na página 1de 115

Pro/ENGINEER®

Top-Down Design Task


Guide™

Parametric Technology Corporation DOC-U0169P-EN-200


&23<5,*+7‹3$5$0(75,&7(&+12/2*<&25325$7,21$//5,*+76
5(6(59('
7KLV Top-Down Design Task Guide PD\QRWEHFRSLHGUHSURGXFHGGLVFORVHG
WUDQVIHUUHGRUUHGXFHGWRDQ\IRUPLQFOXGLQJHOHFWURQLFPHGLXPRUPDFKLQHUHDGDEOH
IRUPRUWUDQVPLWWHGRUSXEOLFO\SHUIRUPHGE\DQ\PHDQVHOHFWURQLFRURWKHUZLVH
XQOHVV3DUDPHWULF7HFKQRORJ\&RUSRUDWLRQ 37& FRQVHQWVLQZULWLQJLQDGYDQFH
8VHRIWKHVRIWZDUHKDVEHHQSURYLGHGXQGHUD6RIWZDUH/LFHQVH$JUHHPHQW
,QIRUPDWLRQGHVFULEHGLQWKLVPDQXDOLVIXUQLVKHGIRULQIRUPDWLRQRQO\LVVXEMHFWWR
FKDQJHZLWKRXWQRWLFHDQGVKRXOGQRWEHFRQVWUXHGDVDFRPPLWPHQWE\37&37&
DVVXPHVQRUHVSRQVLELOLW\RUOLDELOLW\IRUDQ\HUURUVRULQDFFXUDFLHVWKDWPD\DSSHDU
LQWKLVPDQXDO
7KHVRIWZDUHFRQWDLQVYDOXDEOHWUDGHVHFUHWVDQGSURSULHWDU\LQIRUPDWLRQDQGLV
SURWHFWHGE\8QLWHG6WDWHVFRS\ULJKWODZVDQGFRS\ULJKWODZVRIRWKHUFRXQWULHV
81$87+25,=('86(2)62)7:$5(25,76'2&80(17$7,21&$15(68/7,1&,9,/'$0$*(6
$1'&5,0,1$/3526(&87,21

3DUDPHWULF7HFKQRORJ\&RUSRUDWLRQ3UR(1*,1((5DQG3UR0(&+$1,&$DUH
UHJLVWHUHGWUDGHPDUNVRI3DUDPHWULF7HFKQRORJ\&RUSRUDWLRQLQWKH8QLWHG6WDWHV
DQGLQRWKHUFRXQWULHV3UR(1*,1((53UR0(&+$1,&$3UR'(6,*1
0$1$*(53DUDPHWULF7HFKQRORJ\37&WKH37&ORJRDQGDOOSURGXFWQDPHVLQWKH
37&SURGXFWIDPLO\DUHWUDGHPDUNVRI3DUDPHWULF7HFKQRORJ\&RUSRUDWLRQLQWKH
8QLWHG6WDWHVDQGLQRWKHUFRXQWULHV$OORWKHUFRPSDQ\DQGSURGXFWQDPHV
UHIHUHQFHGKHUHLQKDYHWUDGHPDUNVRUUHJLVWHUHGWUDGHPDUNVRIWKHLUUHVSHFWLYH
KROGHUV
86*29(510(175(675,&7('5,*+76/(*(1'
7KLV6RIWZDUHDQG'RFXPHQWDWLRQDUHSURYLGHGZLWK5(675,&7('5,*+7686(
'83/,&$7,2125',6&/2685(%<7+(*29(510(17,668%-(&7725(675,&7,216$66(7
)257+,168%3$5$*5$3+ &  ,, 2)7+(5,*+76,17(&+1,&$/'$7$$1'&20387(5
62)7:$5(&/$86($7')$5625&200(5&,$/&20387(562)7:$5(
5(675,&7('5,*+76$7&)5$6$33/,&$%/(
3DUDPHWULF7HFKQRORJ\&RUSRUDWLRQ7HFKQRORJ\'ULYH:DOWKDP0DVVDFKXVHWWV

3ULQWLQJ+LVWRU\
'DWH 'RFXPHQW 5HOHDVH
 '2&83(1 1HZIRU5HOHDVH7RS'RZQ'HVLJQ7DVN*XLGH

2UGHU1XPEHU'2&83(1

3ULQWHGLQ86$
Contents

INTRODUCTION
Top-Down Design Task Guide ......................................................................1 - 1
TOP-DOWN DESIGN OVERVIEW
What is Top-Down Design? ..........................................................................2 - 1
Benefits of Top-Down Design Methodology ..................................................2 - 2
The Six Steps of Top-Down Design ..............................................................2 - 3
Step 1 - Defining Design Intent..................................................................2 - 3
Step 2 - Defining Preliminary Product Structure ........................................2 - 4
Step 3 - Introducing Skeleton Models........................................................2 - 4
Step 4 - Communicating Design Intent Throughout Assembly Structure ..2 - 5
Step 5 - Continued Population of the Assembly ........................................2 - 5
Step 6 - Managing Part Interdependencies ...............................................2 - 6
External References Defined ........................................................................2 - 6
STEP 1 - DEFINING DESIGN INTENT
Design Intent .................................................................................................3 - 1
STEP 2 - DEFINING PRELIMINARY PRODUCT STRUCTURE
Product Structure ..........................................................................................4 - 1
Benefits of Defining Preliminary Product Structure .......................................4 - 3
Modeling the Product Structure in Pro/ENGINEER.......................................4 - 4
Methods of Creating Components ................................................................4 - 4
Copy From Existing - Recommended Approach .......................................4 - 6
Task 1 - Creating a Part Using the Copy From Existing Option ................4 - 7
Locate Default Datums ..............................................................................4 - 9
Task 2 - Creating a Part Using the Locate Default Datums Option .........4 - 10
Empty ......................................................................................................4 - 12
Create First Feature ................................................................................4 - 13
General Hints...........................................................................................4 - 13
Creating Components in Pro/PDM ..............................................................4 - 14
Task 3 - Creating Components in Pro/PDM ............................................4 - 14
Defining Relationships between Components in Pro/PDM......................4 - 15
Task 4 - Defining Relationships Between Components in Pro/PDM .......4 - 15

 i
Reusing Components in Pro/PDM...........................................................4 - 15
Assembling the Components Created in Pro/PDM .................................4 - 16
Unplaced Components................................................................................4 - 16
STEP 3 - INTRODUCING SKELETON MODELS
Skeleton Models............................................................................................5 - 1
Benefits of Skeleton Models..........................................................................5 - 2
Properties of Skeleton Models ......................................................................5 - 2
Setting Up Skeleton Hierarchy ......................................................................5 - 3
Results of Defining Design Intent ..............................................................5 - 4
Results of Defining Product Structure .......................................................5 - 4
Uses of Skeleton Models ..............................................................................5 - 5
Using Skeletons for Top Level Design Control..............................................5 - 5
Using Skeletons to Establish Space Claims..................................................5 - 6
Using Skeletons to Share Information...........................................................5 - 7
Using Skeletons to Represent Simple Motion ...............................................5 - 9
Creating a Skeleton Model ..........................................................................5 - 11
Task 5 - Defining a Top Level Skeleton...................................................5 - 12
Task 6 - Defining a Skeleton to Share Information ..................................5 - 13
Task 7 - Defining a Skeleton to Simulate Motion.....................................5 - 16
Recommended Practices ............................................................................5 - 17
General....................................................................................................5 - 17
Plan the Assembly Skeleton ....................................................................5 - 18
Use Reference Control ............................................................................5 - 18
Name Skeleton Features .........................................................................5 - 19
Avoid Unnecessary References ..............................................................5 - 19
Effectively Use Dependent/Independent Copy Geometry Features ........5 - 20
Use Layers to Organize Skeletons ..........................................................5 - 20
Avoid Redundant Copy References ........................................................5 - 21
Avoid Circular References .......................................................................5 - 21
STEP 4 - COMMUNICATING DESIGN CRITERIA
Design Criteria Communication Defined .......................................................6 - 1
Benefits of Communicating Design Criteria ..................................................6 - 2
Using Copy Geometry Features to Communicate Design Criteria................6 - 3
Benefits of Using Copy Geometry Features ..............................................6 - 3
Copying Geometry in Top-Down Design Methodology .............................6 - 4
Copy Geometry Feature Properties...........................................................6 - 7
Copy Geometry References ......................................................................6 - 7
Task 8 - Becoming Familiar with Copy Geometry Features ....................6 - 11
Copying Geometry into an Empty Component ........................................6 - 13
STEP 5 - CONTINUED POPULATION OF THE ASSEMBLY
Populating the Assembly...............................................................................7 - 1
Methods of Populating the Assembly Structure ............................................7 - 3
Creating Components Directly in the Context of the Assembly .................7 - 3
Drawbacks .............................................................................................7 - 4
Component Creation Methods ...............................................................7 - 5

ii 7RS'RZQ'HVLJQ7DVN*XLGH
Modeling Parts Individually and Then Assembling ....................................7 - 5
STEP 6 - MANAGING PART INTERDEPENDENCIES
External References......................................................................................8 - 1
Benefits of Controlling References Between Models ....................................8 - 2
Managing External References with Pro/PDM ..............................................8 - 2
Understanding What Is Being Modified .........................................................8 - 2
Using Reference Scope Control....................................................................8 - 4
Reference Scope Setting Examples..............................................................8 - 7
Using the Scope Setting “None” ................................................................8 - 7
Using the Scope Setting “Subassembly” ...................................................8 - 8
Modifying a Part .................................................................................8 - 9
Adding a Part......................................................................................8 - 9
Modifying a Skeleton Model ...............................................................8 - 9
Using a Scope Setting of “Skeleton Model”. ............................................8 - 10
Task 9 - Becoming Familiar with reference scope control .......................8 - 11
Selecting Out-of-Scope References............................................................8 - 13
Recommendations:..................................................................................8 - 14
Comparison of External Dependency Types...............................................8 - 15
Object-Specific Reference Scope Control...................................................8 - 16
Reference Control Model Tree Column ......................................................8 - 17
Task 10 : Becoming Familiar with Object-Specific Scope Control
and Invalid Reference Handling ..............................................................8 - 18
Understanding External References ...........................................................8 - 21
Copied References Model Tree Column .....................................................8 - 23
Task 11 : Investigating External References Using the Model Tree........8 - 25
Global Reference Viewer Tool ....................................................................8 - 26
Using the Global Reference Viewer ........................................................8 - 27
The Filtered Model Tree.......................................................................8 - 27
Reference Type Filters .....................................................................8 - 28
Reference Extent Filters ...................................................................8 - 29
Displayed Object Filters ...................................................................8 - 29
Filter Note.........................................................................................8 - 30
Task 12 - Becoming Familiar with the Global Reference Viewer ............8 - 31
Setting Objects Current ....................................................................8 - 33
Parent and Child References Window .............................................8 - 33
Additional Information.......................................................................8 - 34
Task 13 - Investigating Assemblies with the Global Reference Viewer...8 - 35

 iii
iv 7RS'RZQ'HVLJQ7DVN*XLGH
1
Introduction

Top-Down Design Task Guide


7KLVLVDJXLGHWRXVLQJ3UR(1*,1((5$VVHPEO\WRROVIRU
WRSGRZQSURGXFWGHVLJQ,QWKLVGRFXPHQW\RXZLOOOHDUQ
DERXW

• 5HFRPPHQGHGPHWKRGVDQGWHFKQLTXHVIRUGHVLJQLQJ
DVVHPEOLHVIURPWKHWRSGRZQ

• )XQFWLRQDOLW\DQGWRROVZLWKLQ3UR(1*,1((5WKDW
VXSSRUWWKHWRSGRZQGHVLJQSURFHVV

7KLVJXLGHKDVDGLIIHUHQWIRFXVWKDQW\SLFDO
3UR(1*,1((5GRFXPHQWDWLRQ7KHWDVNJXLGHLVWDVN
IRFXVHGZKLOHUHJXODUGRFXPHQWDWLRQLVJHQHUDOO\
IXQFWLRQDOLW\IRFXVHG+HUH\RXZLOOILQGDJHQHUDO
GHVFULSWLRQRIWKHWDVNV\RXZLOOSHUIRUPDWYDULRXVVWDJHV
RIWRSGRZQGHVLJQDQGGHVFULSWLRQVRIWKHDSSURSULDWH
3UR(1*,1((5WRROVWRKHOS\RXDFFRPSOLVKWKHVHWDVNV
7KHHPSKDVLVLVRQWKHWRSGRZQGHVLJQZRUNIORZ7KLV
JXLGHLVLQWHQGHGWREHXVHGLQFRQMXQFWLRQZLWKWKH
VWDQGDUG3UR(1*,1((5GRFXPHQWDWLRQZKLFKVKRXOGEH
UHIHUHQFHGIRUPRUHGHWDLOHGGHVFULSWLRQVRIH[DFWO\KRZ
VSHFLILFIXQFWLRQDOLWLHVZRUN


,QFOXGHGLQWKLVJXLGHDUHVLPSOHWDVNVIRU\RXWRSUDFWLFH
7KH\DUHLQFOXGHGLQHDFKVHFWLRQXQGHUDKHDGLQJWKDW
EHJLQVZLWK§Task #...¨7KHVHDUHLQFOXGHGWRJLYH\RXVRPH
H[SRVXUHWRWKHIXQFWLRQDOLW\DQGWRKHOS\RXXQGHUVWDQG
PRUHDERXWKRZLWZRUNVZKLOH\RXUHDGDERXWKRZWRXVH
LW7KHVHWDVNVDUHJHQHUDOO\VLPSOHDQGDUHLQWHQGHGWR
FRPPXQLFDWHTXLFNO\KRZWRXVHWKHVRIWZDUHDWD
SDUWLFXODUVWDJHRI0RGHO7UHHGHVLJQ7KHWDVNVWKDW\RX
DWWHPSWLQWKHGHVLJQRI\RXUSURGXFWVKRXOGEHVLPLODUEXW
ZLOOSUREDEO\EHPRUHFRPSOH[

,QDGGLWLRQWRWKHLQWHUDFWLYHWDVNV\RXZLOOILQGH[DPSOHV
WKURXJKRXWWKHJXLGHLQWHQGHGWRLOOXVWUDWHVRPHRIWKH
SURFHGXUHVLQDWRSGRZQGHVLJQPHWKRGRORJ\0RVWRI
WKHVHXVHDIDLUO\VLPSOHDVVHPEO\WKDWDOO3UR(1*,1((5
XVHUVFDQXQGHUVWDQGDSRUWDEOHVWHUHR7KLVEDVLF
DVVHPEO\ZDVFKRVHQWRFRPPXQLFDWHWKHQRWLRQWKDWWKH
WRROVDQGSURFHGXUHVGHVFULEHGKHUHDUHVFDOHDEOHVROXWLRQV
7KHVDPHZRUNIORZWKDWHQDEOHVWKHGHVLJQHURIDSRUWDEOH
VWHUHRWRPDQDJHKLVDVVHPEO\ZLOODOVRKHOSWKHGHVLJQHURI
DIURQWHQGORDGHUPDQDJHKHUV

%RWKWKHLQWHUDFWLYH7DVNVDQGWKHH[DPSOHVDUHEDVHGRQ
WKLVERRPER[7KHUHTXLUHGILOHVIRUWKLVDVVHPEO\DUH
SURYLGHGRQ\RXU3UR(1*,1((5GLVN7KH\DUHUHIHUUHG
WRDV§GHPRILOHV¨GXULQJLQVWDOODWLRQDQGDUHORFDWHGDW
ORDGSRLQWGHPREER[UHYERRPER[

)LQDOO\WKHRYHUDOOPHWKRGRORJ\DQGSURFHGXUHVGHVFULEHG
KHUHDUHWKHUHVXOWRIFRXQWOHVVFRQVXOWDQWDQGFXVWRPHU
H[SHULHQFHV7KH\FROOHFWLYHO\SURYLGHWKHEHVWDSSURDFKWR
WKHWRSGRZQGHVLJQFKDOOHQJH+RZHYHULWLVXQGHUVWRRG
WKDWHYHU\GHVLJQHUGHVLJQVKLVRUKHUSURGXFWGLIIHUHQWO\
$FFRUGLQJO\WKH0RGHO7UHHGHVLJQWRROVLQ
3UR(1*,1((5KDYHEHHQGHVLJQHGDVIOH[LEOHVROXWLRQV
WKDWDUHVFDOHDEOHDQGPRGXODUHQRXJKWREHDGRSWHGLQ
ZKROHRULQSDUWWR\RXUHVWDEOLVKHGGHVLJQPHWKRGRORJ\
%HFDXVHRIWKLVZHHQFRXUDJH\RXWRH[SORUHWKHLGHDV
SUHVHQWHGKHUHHYHQLI\RXKDYHDQHVWDEOLVKHG
PHWKRGRORJ\LQSODFH6RPHPLQRUPRGLILFDWLRQLQVSLUHG
E\DQLGHDGHVFULEHGKHUHFRXOGPDNH\RXUGHVLJQSURFHVV
PRUHHIILFLHQWPDNLQJ\RXULQYHVWPHQWLQUHDGLQJWKLV
JXLGHZRUWKZKLOH

 7RS'RZQ'HVLJQ7DVN*XLGH
2
Top-Down Design Overview

What is Top-Down Design?


7RSGRZQGHVLJQLVDPHWKRGRIGHVLJQLQJDSURGXFWE\
VSHFLI\LQJWRSOHYHOGHVLJQFULWHULDDQGSDVVLQJWKRVH
FULWHULDGRZQIURPWKHWRSOHYHORIWKHSURGXFWªVVWUXFWXUH
WRDOORIWKHDIIHFWHGVXEV\VWHPV,WFRQVLVWVRIVL[PDMRU
VWHSVWKDWDUHXVHGWRGHYHORSWKHDVVHPEO\GHVLJQLQDQ
RUJDQL]HGPDQQHU7KHVWHSVLQYROYHSODQQLQJFUHDWLQJ
WKHSURGXFWVªVWUXFWXUHVKDULQJFULWLFDOGHVLJQLQIRUPDWLRQ
WKURXJKRXWWKHSURGXFWKLHUDUFK\DQGFDSWXULQJWKH
LQWHUDFWLRQVEHWZHHQWKHLQGLYLGXDOFRPSRQHQWV7RSGRZQ
GHVLJQLVWKHEHVWPHWKRGWRKDUQHVVDQGFRQWURO
3UR(1*,1((5ªVDVVRFLDWLYHGHVLJQWRROVZKHQ
FRQFHSWXDOL]LQJDQGEXLOGLQJODUJHDVVHPEOLHV


Benefits of Top-Down Design
Methodology
7RSGRZQGHVLJQPHWKRGRORJ\KDVPDQ\DGYDQWDJHV,W
FDQEHXVHGWRPDQDJHODUJHDVVHPEOLHVRUJDQL]HFRPSOH[
GHVLJQVFRQWUROPRWLRQDQGVXSSRUWPRUHIOH[LEOHDVVHPEO\
GHVLJQV

7KLVPHWKRGRORJ\FDQEHXVHGWRPDQDJHODUJHDVVHPEO\
GHVLJQVE\DOORZLQJWKHXVHUWRUHWULHYHRQO\WKHVNHOHWRQ
VWUXFWXUHRIWKHDVVHPEO\LQWRPHPRU\DQGPDNHGHVLUHG
FKDQJHV7KHVNHOHWRQFRQWDLQVWKHLPSRUWDQWFULWHULDRID
GHVLJQVXFKDVPRXQWLQJORFDWLRQVVSDFHUHTXLUHPHQWVIRU
VXEV\VWHPVDQGSDUWVDQGGHVLJQSDUDPHWHUVVXFKDV
FULWLFDOGLPHQVLRQV&KDQJHVFDQEHPDGHWRWKHVNHOHWRQ
DQGWKHVHFKDQJHVZLOOEHSURSDJDWHGWRWKHVXEV\VWHPVRI
WKHHQWLUHGHVLJQ

7RSGRZQGHVLJQRUJDQL]HVDQGKHOSVHQIRUFHWKH
LQWHUDFWLRQVDQGGHSHQGHQFLHVEHWZHHQFRPSRQHQWVRIDQ
DVVHPEO\0DQ\LQWHUDFWLRQVDQGGHSHQGHQFLHVH[LVWLQDQ
DFWXDODVVHPEO\GHVLJQDQGLWLVGHVLUDEOHWRFDSWXUHWKHVH
LQWKHPRGHORIWKHGHVLJQ$QH[DPSOHRIDGHVLUDEOH
GHSHQGHQF\LVWKHORFDWLRQRIDPRXQWLQJKROHLQRQHSDUW
DQGWKHFRUUHVSRQGLQJORFDWLRQLQDQRWKHUSDUW7KHUHIRUH
LIRQHRIWKHPRXQWLQJKROHORFDWLRQVLVPRYHGWKH
FRUUHVSRQGLQJPRXQWLQJKROHRQWKHPDWLQJSDUWDOVR
PRYHV7RROVH[LVWLQ0RGHO7UHHGHVLJQWRHQDEOHXVHUVWR
FDSWXUHGHVLUDEOHGHSHQGHQFLHVZKLOHOLPLWLQJXQGHVLUDEOH
RQHV

$QRUJDQL]HGDVVHPEO\VWUXFWXUHDOORZVLQIRUPDWLRQWREH
VKDUHGEHWZHHQGLIIHUHQWOHYHOVRIDQDVVHPEO\,IDFKDQJH
LVPDGHDWRQHOHYHOLWLVVKDUHGDPRQJDOORIWKHRWKHU
UHODWHGDVVHPEOLHVDQGRUFRPSRQHQWV7KLVVXSSRUWVD
WHDPHQYLURQPHQWZKHUHGLIIHUHQWJURXSVRULQGLYLGXDOV
RZQGLIIHUHQWVXEV\VWHPVDQGFRPSRQHQWV)XUWKHUPRUHD
FRPSOH[DVVHPEO\GHVLJQPD\EHGLYLGHGHDVLO\LQWR
VHSDUDWHWDVNVWREHDVVLJQHGWRWKHGLIIHUHQWWHDP
PHPEHUVLQWKHHDUO\VWDJHVRIDGHVLJQ

 7RS'RZQ'HVLJQ7DVN*XLGH
The Six Steps of Top-Down Design
7RSGRZQGHVLJQLVDGHVLJQSURFHVVWKDWFRQVLVWVRIVL[
IXQGDPHQWDOVWHSV7KHVHVWHSVDUHOLVWHGEHORZDQG
H[SODLQHGLQVXEVHTXHQWVHFWLRQVRIWKLVGRFXPHQW

STEP 1 - Defining Design Intent

STEP 2 - Defining Preliminary Product Structure

STEP 3 - Introducing Skeleton Models

STEP 4 - Communicating Design Intent Throughout the Assembly Structure

STEP 5 - Continued Population of the Assembly

STEP 6 - Managing Part Interdependencies

Step 1 - Defining Design Intent


$OOSURGXFWVDUHGHVLJQHGZLWKVRPHSUHOLPLQDU\SODQQLQJ
6NHWFKHVLGHDVSURSRVDOVDQGVSHFLILFDWLRQVPD\H[LVWWR
GHILQHWKHSURGXFWVªSXUSRVHIXQFWLRQDQGGHVLJQ7KLV
SODQQLQJKHOSVWKHGHVLJQHUXQGHUVWDQGWKHSURGXFWEHWWHU
DQGVWDUWWKHGHVLJQRIWKHV\VWHPDQGRUGHWDLOHG
FRPSRQHQWV7KHGHVLJQHUFDQOHYHUDJHWKLVLQIRUPDWLRQWR
EHJLQGHILQLQJWKHVWUXFWXUHRIWKHGHVLJQDQGGHWDLOHG
UHTXLUHPHQWVRILQGLYLGXDOFRPSRQHQWVZLWKLQ
3UR(1*,1((5

7RS'RZQ'HVLJQ2YHUYLHZ 
Step 2 - Defining Preliminary Product Structure
7KHSURGXFWVWUXFWXUHFRQVLVWVRIDOLVWRIFRPSRQHQWVDQG
WKHLUKLHUDUFK\ZLWKLQWKHDVVHPEO\GHVLJQ0DQ\RIWKH
PDMRUVXEV\VWHPVUHTXLUHGIRUWKHGHVLJQZLOOEH
GHWHUPLQHGZKHQGHILQLQJGHVLJQLQWHQW

7KHSURGXFWVWUXFWXUHFDQEHFUHDWHGHDVLO\LQ
3UR(1*,1((5DOORZLQJWKHFUHDWLRQRIVXEDVVHPEOLHV
DQGSDUWVZLWKRXWKDYLQJWRFUHDWHDQ\JHRPHWU\([LVWLQJ
VXEDVVHPEOLHVDQGSDUWVFDQDOVREHDGGHGWRWKHSURGXFW
VWUXFWXUHZLWKRXWDFWXDOO\KDYLQJWREHDVVHPEOHG

'HILQLQJWKHSUHOLPLQDU\SURGXFWVWUXFWXUHKHOSVWR
RUJDQL]HWKHDVVHPEO\GHVLJQLQWRPDQDJHDEOHWDVNVWKDW
FDQEHDVVLJQHGWRGHVLJQWHDPVRULQGLYLGXDOGHVLJQHUV

Step 3 - Introducing Skeleton Models


6NHOHWRQPRGHOVDFWDVD'OD\RXWRIWKHDVVHPEO\DQG
PD\EHXVHGWRUHSUHVHQWVSDFHUHTXLUHPHQWVLPSRUWDQW
PRXQWLQJORFDWLRQVDQGPRWLRQ$OVRWKH\FDQEHXVHGWR
VKDUHGHVLJQLQIRUPDWLRQEHWZHHQVXEV\VWHPVDQGDFWDVD
PHDQVWRFRQWUROWKHUHIHUHQFHV RULQWHUDFWLRQV EHWZHHQ
WKHVHVXEV\VWHPV

6NHOHWRQPRGHOVVHUYHDYDULHW\RISXUSRVHVGHILQLQJIRUP
ILWDQGIXQFWLRQRIDQDVVHPEO\6RPHH[DPSOHVDUH

• 6SDFHFODLP IRUPILW

• &RPSRQHQWWRFRPSRQHQWLQWHUIDFHGHILQLWLRQ ILW

• 0RWLRQUHSUHVHQWDWLRQ IXQFWLRQ

 7RS'RZQ'HVLJQ7DVN*XLGH
Step 4 - Communicating Design Intent Throughout
the Assembly Structure
7RSOHYHOGHVLJQLQIRUPDWLRQVXFKDVLPSRUWDQWPRXQWLQJ
ORFDWLRQVDQGVSDFHFODLPUHTXLUHPHQWVFDQEHSODFHGLQ
WKHWRSOHYHODVVHPEO\VNHOHWRQPRGHO7KLVLQIRUPDWLRQ
WKHQFDQEHGLVWULEXWHGWRWKHDSSURSULDWHVXEDVVHPEO\
VNHOHWRQPRGHOVDVQHHGHG7KLVDOORZVIRUHDFK
VXEDVVHPEO\WRFRQWDLQDVNHOHWRQPRGHOZLWKRQO\WKH
SHUWLQHQWGHVLJQLQIRUPDWLRQIRUWKDWVXEDVVHPEO\7KLV
PHDQVWKDWWKHVXEDVVHPEO\GHVLJQWHDPFDQZRUN
FRQILGHQWO\RQWKHLURZQGHVLJQVLQFHWKH\KDYHORFDODFFHVV
WRWKHWRSOHYHOGHVLJQFULWHULD

&RQVHTXHQWO\PDQ\VHSDUDWHGHVLJQWHDPVFDQEHZRUNLQJ
RQWKHLUVXEDVVHPEO\DQGUHIHUHQFLQJWKHVDPHWRSOHYHO
GHVLJQLQIRUPDWLRQ7KHUHVXOWLVDQDVVHPEO\GHYHORSHG
FRQFXUUHQWO\WKDWILWVWRJHWKHUWKHILUVWWLPH

7KHUHFRPPHQGHG3UR(1*,1((5WRROIRUVWRULQJGHVLJQ
LQWHQWDWGLIIHUHQWOHYHOVRIWKHSURGXFWVWUXFWXUHLVWKH
VNHOHWRQPRGHO7KH&RS\*HRPHWU\IHDWXUHVKRXOGEH
XVHGWRFRPPXQLFDWHDQGSURSDJDWHWKHGHVLJQLQWHQWIURP
OHYHOWROHYHO VNHOHWRQPRGHOWRVNHOHWRQPRGHO 

Step 5 - Continued Population of the Assembly


2QFHWKHVNHOHWDOUHSUHVHQWDWLRQRIWKHDVVHPEO\KDVEHHQ
GHILQHGDQGWKHWRSOHYHOGHVLJQFULWHULDKDVEHHQ
GLVWULEXWHGLQGLYLGXDOFRPSRQHQWGHVLJQFDQEHJLQ

0DQ\PHWKRGVH[LVWIRUSRSXODWLQJWKHDVVHPEO\VWUXFWXUH
ZLWKGHWDLOHGSDUWV([LVWLQJFRPSRQHQWVFDQEH
DVVHPEOHGRUFRPSRQHQWVFDQEHFUHDWHGLQWKHFRQWH[WRI
WKHDVVHPEO\7KHVHLQGLYLGXDOSDUWVFDQEHUHODWHGWR
HDFKRWKHUXVLQJRWKHUIXQFWLRQDOLW\VXFKDVDVVHPEO\
UHODWLRQVVNHOHWRQPRGHOVOD\RXWVDQGPHUJHIHDWXUHVWR
IXUWKHUFDSWXUHGHVLJQLQWHQWLRQV

7RS'RZQ'HVLJQ2YHUYLHZ 
Step 6 - Managing Part Interdependencies
2QHRIWKHJUHDWHVWEHQHILWVRISDUDPHWULFPRGHOLQJLVWKH
HDVHZLWKZKLFKGHVLJQVFDQEHFKDQJHG0HWKRGVFDQEH
XVHGWRPDQDJHWKHPDQ\GHVLUHGLQWHUGHSHQGHQFLHV
EHWZHHQFRPSRQHQWVRIDGHVLJQLQDQRUJDQL]HGPDQQHU
0DQDJLQJLQWHUGHSHQGHQFLHVDOORZVFRPSRQHQWVIURPRQH
GHVLJQWREHXVHGLQDQRWKHUDQGSURYLGHVDPHDQVIRU
FRQWUROOHGFKDQJHDQGXSGDWHRIWKHHQWLUHDVVHPEO\
GHVLJQ

7RROVH[LVWLQ3UR(1*,1((5WRKHOSJXLGHXVHUVLQ
VHWWLQJXSWKHGHSHQGHQFLHVEHWZHHQSDUWVDQG
VXEDVVHPEOLHVWKDWZLOOSURSDJDWHWKHGHVLUHGFKDQJHV
WKURXJKRXWWKHHQWLUHGHVLJQ5HIHUHQFHFRQWUROFDQEH
FRQILJXUHGWROLPLWXQGHVLUHGGHSHQGHQFLHVDQGDOORZ
GHVLUDEOHRQHV

)XUWKHUPRUHD*OREDO5HIHUHQFH9LHZHUWRROKDVEHHQ
SURYLGHGWRKHOSXVHUVLQYHVWLJDWHDQGXQGHUVWDQGH[LVWLQJ
LQWHUGHSHQGHQFLHVEHWZHHQFRPSRQHQWV

External References Defined


$FRPPRQO\GLVFXVVHGQRWLRQLQWKLVGRFXPHQWLVWKHLGHD
RIH[WHUQDOUHIHUHQFHV

$QH[WHUQDOUHIHUHQFH RUDQH[WHUQDOGHSHQGHQF\ LVD


UHODWLRQVKLSEHWZHHQD3UR(1*,1((5REMHFW SDUWRU
VXEDVVHPEO\ DQGVRPHLQIRUPDWLRQ IURPDQRWKHUREMHFW
ZKLFKLVQRWDYDLODEOHWRWKHUHIHUHQFLQJREMHFWDOORIWKH
WLPH&RQVLGHUWKHH[DPSOHVKRZQLQWKHIROORZLQJILJXUH

 7RS'RZQ'HVLJQ7DVN*XLGH
Figure 1. Cut with external dimensioning references

7KHFXWIHDWXUHZDVFUHDWHGRQD3DUWZKLOH3DUWZDVLQ
WKHDVVHPEO\DQGWZRRIWKHUHIHUHQFHVIRUWKLVFXWIHDWXUH
GLPHQVLRQLQJUHIHUHQFHVIRULWVVHFWLRQ ZHUHVHOHFWHGIURP
3DUW3DUWQRZKDVH[WHUQDOUHIHUHQFHV%HFDXVHWKLV
FXWIHDWXUHEHORQJVWR3DUWHYHU\WLPH3DUWLV
UHJHQHUDWHG3UR(1*,1((5ZLOOORRNIRUWKLVIHDWXUH
V
UHIHUHQFHV7KLVLVQRWDSUREOHPDVORQJDVWKHSDUWLV
EHLQJUHJHQHUDWHGLQWKHFRQWH[WRIWKHDVVHPEO\VKRZQ
DERYHIRULQWKLVDVVHPEO\DOOQHFHVVDU\UHIHUHQFHVDUH
DYDLODEOH7KHGHSHQGHQF\RIWKHFXW
VVHFWLRQRQWKH
HQWLWLHVIURP3DUWLQWKHDVVHPEO\FDQRQO\EHDFFXUDWHO\
DQGFRPSOHWHO\XSGDWHGZKHQ3DUWLVUHJHQHUDWHGLQWKH
FRQWH[WRIWKLVDVVHPEO\

,I3DUWLVXVHGRQO\LQWKLVDVVHPEO\WKLVPD\QRWEHD
PDMRUGHVLJQPDQDJHPHQWSUREOHP+RZHYHULI3DUWLV
JRLQJWREHUHXVHGLQPDQ\DVVHPEOLHVLWZLOOEHGLIILFXOWWR
PDNHFKDQJHVWRWKHFXWIHDWXUHLQGHSHQGHQWRIWKH
DVVHPEO\VKRZQDERYHLQZKLFKVRPHRILWVIHDWXUHVZHUH
GHILQHGZLWKH[WHUQDOUHIHUHQFHV

7RS'RZQ'HVLJQ2YHUYLHZ 
([WHUQDOUHIHUHQFHVDUHPRVWRIWHQFUHDWHGLQWKHFRQWH[WRI
DQDVVHPEO\ZKHUHVRPHLQIRUPDWLRQH[WHUQDOWRWKH
PRGHOEHLQJPRGLILHGLVUHIHUHQFHG7KHSUHFHGLQJ
GLVFXVVLRQGHVFULEHGKRZH[WHUQDOUHIHUHQFHVFDQEHFUHDWHG
ZKHQFUHDWLQJDIHDWXUHLQDSDUWZKLFKH[LVWVLQDQ
DVVHPEO\([WHUQDOUHIHUHQFHVFDQDOVREHFUHDWHGGXULQJ
FRPSRQHQWSODFHPHQW:KHQDSDUWLVDGGHGWRD
VXEDVVHPEO\WKHVXEDVVHPEO\QRWWKHSDUWLWVHOILVEHLQJ
PRGLILHG7KLVPHDQVWKDWLWLVSRVVLEOHWRUHIHUHQFHRWKHU
FRPSRQHQWVLQWKDWVXEDVVHPEO\GXULQJWKHSODFHPHQWRI
WKHQHZO\DGGHGSDUWDQGQRWKDYHDQ\H[WHUQDO
UHIHUHQFHV:KHQHYHUWKLVVXEDVVHPEO\LVUHWULHYHGLWZLOO
DXWRPDWLFDOO\UHWULHYHDOORIWKHFRPSRQHQWVZKLFKEHORQJ
WRLWWKHUHIRUHDOORIWKHSODFHPHQWLQIRUPDWLRQQHHGHGWR
SODFHWKHSDUWZLOOEHDYDLODEOH+RZHYHULIWKH
VXEDVVHPEO\H[LVWHGDPRQJVRPHRWKHUFRPSRQHQWVLQD
KLJKHUOHYHODVVHPEO\DQGVRPHRIWKRVHRWKHUFRPSRQHQWV
ZKLFKDUHPHPEHUVRIWKHKLJKHUOHYHODVVHPEO\ EXWQRW
WKHVXEDVVHPEO\ZKHUHWKHSDUWLVEHLQJDGGHG ZHUH
UHIHUHQFHGGXULQJWKHSODFHPHQWRIWKHQHZO\DGGHGSDUW
WKHVXEDVVHPEO\ZRXOGKDYHDQH[WHUQDOSODFHPHQW
UHIHUHQFH7KHVXEDVVHPEO\ZRXOGQHYHUNQRZH[DFWO\
ZKHUHWKHQHZSDUWVKRXOGEHSODFHGXQOHVVWKH
VXEDVVHPEO\ZDVFXUUHQWO\LQVHVVLRQLQWKHFRQWH[WRIWKH
WRSOHYHODVVHPEO\

7KLVGLVFXVVLRQLVLQWHQGHGWRIDPLOLDUL]H\RXZLWKH[WHUQDO
UHIHUHQFHVDQGKRZWKH\DUHFUHDWHG/DWHULQWKLV
GRFXPHQWZHZLOOGLVFXVVKRZWRDYRLGVXFKUHIHUHQFHV

,QRUGHUWRNHHS\RXUPRGHOIURPEHFRPLQJFRPSOHWHO\
HPEHGGHGLQWKHUHVWRI\RXUGHVLJQ DQGXQDEOHWREH
UHXVHG \RXVKRXOGOLPLWWKHFUHDWLRQRIH[WHUQDOUHIHUHQFHV
WRRQO\WKRVHQHFHVVDU\WRDFKLHYHDGHVLUHGDVVRFLDWLYH
UHVXOW

 7RS'RZQ'HVLJQ7DVN*XLGH
3
Step 1 - Defining Design Intent

Design Intent
%HIRUH\RXVWDUWWREXLOGSDUWVDQGDVVHPEOLHVZLWK
3UR(1*,1((5LWLVLPSRUWDQWWKDW\RXGHILQHWKHLQWHQW
RI\RXUGHVLJQ*HQHUDOO\DWWKLVVWDJHWKHKLJKOHYHO
GHVLJQLQWHQWLVDOUHDG\XQGHUVWRRG1RZWKHGHVLJQHU
PXVWVHHNRXWWKHDQVZHUVWRWKHIROORZLQJTXHVWLRQV

• :KDWZLOOEHWKHSXUSRVHRIWKHSURGXFW"

• +RZZLOOLWVDWLVI\WKLVIXQFWLRQ"

• :KDWDUHWKHPDMRUVXEV\VWHPVQHFHVVDU\WRVDWLVI\
WKLVIXQFWLRQ"

• +RZZLOOWKHVHLQGLYLGXDOVXEV\VWHPVEHLQFRUSRUDWHG
LQWRWKHRYHUDOOSURGXFW"

• :KDWGHVLJQFKDQJHVPD\RFFXUDVWKHSURGXFWLVEHLQJ
GHYHORSHG"

• ,VWKLVDFRPSOHWHO\QHZGHVLJQ"

• ,VWKLVGHVLJQEDVHGRQDQH[LVWLQJSURGXFW"


• :KDWDUHWKHFULWLFDOFRQVWUDLQWVSODFHGRQWKHGHVLJQ
RIWKHSURGXFW" VL]HZHLJKWFRVWDQGVRRQ

• +RZZLOOWKLVSURGXFWLQWHUDFWZLWKLWVHQYLURQPHQW"

$QVZHUVWRPDQ\RIWKHVHTXHVWLRQVPD\DOUHDG\H[LVWLQ
WKHIRUPRISURGXFWVSHFLILFDWLRQVSURGXFWTXRWHVDQG
SURSRVDOV$OVRDQ\FRQFHSWXDOGHVLJQZRUNWKDWKDV
DOUHDG\EHHQFRPSOHWHGVKRXOGSURYLGHLQIRUPDWLRQRQKRZ
WKHSURGXFWZLOOORRNDQGKRZHDFKRILWVVXEV\VWHPVZLOO
LQWHUDFWZLWKRQHDQRWKHU

7KLVLQIRUPDWLRQFDQEHPDQDJHGXVLQJ3UR3'0DQG
3UR(1*,1((5([LVWLQJGRFXPHQWVWKDWDUHQRWQDWLYH
3UR(1*,1((5ILOHVFDQEHPDQDJHGE\3UR3'0
'HSHQGHQFLHVEHWZHHQWKHQRQ3UR(1*,1((5ILOHVDQG
WKHDVVHPEOLHVDQGSDUWVZLWKZKLFKWKH\DUHDVVRFLDWHG
FDQEHFUHDWHGVRWKDWWKLVLQIRUPDWLRQLVDYDLODEOHWRWKH
GHVLJQHUZRUNLQJRQWKHGHWDLOHGFRPSRQHQWV

,QDGGLWLRQFRQFHSWXDOGHVLJQUHVXOWVDQGLGHDVFDQEH
FDSWXUHGLQ3UR127(%22.3UR127(%22.LVDQ
RSWLRQDOPRGXOHZLWKLQ3UR(1*,1((5WKDWSURYLGHVWRROV
WRFUHDWHWZRGLPHQVLRQDOOD\RXWV7ZRGLPHQVLRQDO
VNHWFKHVDQGSLFWXUHVRIDQDVVHPEO\GHVLJQFDQEH
GRFXPHQWHGZLWKFULWLFDOGHVLJQGLPHQVLRQVQRWHVDQG
SDUDPHWHUV7KHVHSDUDPHWHUVFDQEHVKDUHGJOREDOO\
DPRQJDOOFRPSRQHQWVRIWKHDVVHPEO\DQGFDQEHXVHGWR
GULYHGHVLJQSDUWVDVVHPEOLHVDQGVNHOHWRQV6HHWKH
FKDSWHU'/D\RXWVDQG/D\RXW0RGHLQWKH$VVHPEO\
0RGHOLQJ8VHUªV*XLGHIRUPRUHLQIRUPDWLRQ

 7RS'RZQ'HVLJQ7DVN*XLGH
4
Step 2 - Defining Preliminary
Product Structure

Product Structure
7KHVHFRQGVWHSLQWKHWRSGRZQGHVLJQSURFHVVLV
GHYHORSLQJDFRQFHSWRIWKHSURGXFWVWUXFWXUH7KHUHVXOWV
IURP&KDSWHU6WHS'HILQLQJ'HVLJQ,QWHQWZLOO
SURYLGHDVWDUWLQJSRLQWIRUGHILQLQJWKHVWUXFWXUHRIWKH
DVVHPEO\GHVLJQ

7KHSURGXFWVWUXFWXUHRIDQDVVHPEO\GHVLJQOLVWVWKH
FRPSRQHQWVRIWKHDVVHPEO\DQGGHILQHVWKHLUKLHUDUFK\
6HHWKHIROORZLQJILJXUHIRUDVDPSOHSURGXFWVWUXFWXUHIRU
WKHERRPBER[DVVHPEO\DVLWLVGLVSOD\HGLQWKH0RGHO7UHH
7KHPDMRUVXEDVVHPEOLHVRIWKHSRUWDEOHVWHUHRDUHGHILQHG
DQGLQFOXGHWKHVSHDNHUDVVHPEOLHVFDVVHWWHGHFNDQG&'
SOD\HU


Figure 2. Model Tree showing boom box structure

7KHPDLQVXEDVVHPEOLHVDQGLQGLYLGXDOFRPSRQHQWVFDQEH
GHILQHGLQWKHSURGXFWVWUXFWXUHEHIRUH\RXDFWXDOO\
DVVHPEOHDQ\FRPSRQHQWV7KDWLVQDPHVRIFRPSRQHQWV
FDQEHDGGHGWRWKHOLVWZLWKRXWWKHFRPSRQHQWKDYLQJWR
H[LVWRUEHDVVHPEOHG

 7RS'RZQ'HVLJQ7DVN*XLGH
2IWHQSURGXFWVWUXFWXUHVDUHEDVHGRQGHVLJQWHDP
VWUXFWXUHDQGRUVXEV\VWHPVWUXFWXUH'HILQLQJWKH
SURGXFWVWUXFWXUHLQDGYDQFHKHOSVWRGLVWULEXWHWKHWDVNV
WREHFRPSOHWHGZLWKLQDGHVLJQWHDP)RUH[DPSOHWKH
VWUXFWXUHRIWKHERRPBER[DVVHPEO\VKRZQLQ)LJXUH
DOORZVWKHPDLQVXEV\VWHPV RUVXEDVVHPEOLHV WREH
DVVLJQHGWRWKHDSSURSULDWHGHVLJQJURXSRQWKHWHDP7KH
VSHDNHUGHVLJQWHDPJHWVWKHVSHDNHUVXEDVVHPEOLHVWKH
&'SOD\HUWHDPLVDVVLJQHGWKH&'SOD\HUDVVHPEO\DQGVR
RQ(DFKV\VWHPLVGHSHQGHQWRQWKHRWKHUDWVRPHOHYHO
GXHWRFRPPRQGHVLJQHOHPHQWVVXFKDVWKHPRXQWLQJ
VFKHPHDQGWKHZLULQJQHHGV1RWHWKDWWKHHQWLUH
VWUXFWXUHGRHVQRWQHHGWREHGHILQHGDWWKLVWLPH
&RPSRQHQWVDQGVXEDVVHPEOLHVFDQEHDGGHGWRWKH
VWUXFWXUHDVWKHDVVHPEO\GHVLJQHYROYHV

Benefits of Defining Preliminary Product


Structure
7KHUHDUHPDQ\EHQHILWVWRGHILQLQJWKHSUHOLPLQDU\
VWUXFWXUHRIWKHDVVHPEO\GHVLJQ

• $OOFRPSRQHQWVDUHSODFHGFRQVLVWHQWO\ZLWKVLPLODU
LQLWLDOIHDWXUHVDQGDVVHPEO\FRQVWUDLQWV

• 7KHSURGXFWVWUXFWXUHLVFOHDUO\FRPPXQLFDWHGWRDOO
GHVLJQHUVZKRZLOOZRUNZLWKLQLWHYHQLIWKH\GLGQRW
GHILQHLW

• 7KHSURGXFWVWUXFWXUHFDQEHFUHDWHGDQGFRQWUROOHGE\
WKHSURMHFWPDQDJHUEHIRUHDQGGXULQJWKHSURGXFWªV
GHVLJQ

• 7DVNGLVWULEXWLRQFDQEHGHILQHGHIILFLHQWO\DPRQJWKH
GHVLJQWHDPVDQGGHVLJQHUV'HVLJQHUVFDQFRQFHQWUDWH
PRUHRIWKHLUHIIRUWVRQFUHDWLQJWKHLUSRUWLRQRIWKH
RYHUDOOGHVLJQ7KH\FDQPRGHOLQGLYLGXDOFRPSRQHQWV
ZLWKRXWKDYLQJWRPRGHOWKHSURGXFWVWUXFWXUH,I
GHVLUHGGHVLJQHUVQHHGRQO\FUHDWHSDUWJHRPHWU\QRW
WKHSDUWVWKHPVHOYHVRUWKHDVVHPEOLHVWKH\DUHSDUWRI
QRUGRWKH\QHHGWRDFWXDOO\DVVHPEOHWKRVHSDUWV

'HILQLQJ3UHOLPLQDU\3URGXFW6WUXFWXUH 
• 0XFKRIWKHQRQJHRPHWULFDOLQIRUPDWLRQWKDWGHILQHV
WKHHQWLUHGHVLJQFDQEHFRPPXQLFDWHGLQWKHSURGXFW
VWUXFWXUHYHU\HDUO\LQWKHGHVLJQSURFHVVZLWKRXW
FUHDWLQJDQ\GHWDLOHGJHRPHWU\,PSRUWDQWGHVLJQ
SDUDPHWHUVVXFKDVGHVFULSWLRQSDUWQXPEHUSDUW
W\SHGHVLJQHUQDPHDQGRWKHUSDUWLGHQWLILHUVFDQEH
GHILQHGIXUWKHULPSURYLQJWKHFRPPXQLFDWLRQRIWKH
SURGXFWVWUXFWXUH

1RWH7KLVVWHSLQWKHSURFHVVUHTXLUHVWKDW\RXGHWHUPLQH
SUHOLPLQDU\SURGXFWVWUXFWXUH7KHHQWLUHDVVHPEO\
GHVLJQVWUXFWXUHGRHVQRWQHHGWREHGHILQHGEHIRUH
PRYLQJDKHDGLQWKHGHVLJQSURFHVVDQGFUHDWLQJ
LQGLYLGXDOFRPSRQHQWV7KHVWUXFWXUHFDQEH
GHILQHGLQDGYDQFHRUDVWKHJHRPHWU\LVEXLOW

Modeling the Product Structure in


Pro/ENGINEER
0RGHOLQJWKHSURGXFWVWUXFWXUHFRQVLVWVRIFUHDWLQJ
FRPSRQHQWVDWDSSURSULDWHSODFHV&RPSRQHQWVFDQEH
FRPSOHWHO\HPSW\RUFDQFRQWDLQGHIDXOWIHDWXUHV
SDUDPHWHUVOD\HUVYLHZVDQGVRRQ$SDUWFRQWDLQLQJ
LQIRUPDWLRQZKLFKLVWREHFRPPRQWRDOOQHZO\FUHDWHG
SDUWVVXFKDVLQLWLDOJHRPHWU\GDWXPIHDWXUHV
SDUDPHWHUVYLHZVDQGOD\HUVLVUHIHUUHGWRDVD§VWDUW
SDUW¨

Methods of Creating Components


&RPSRQHQWVFDQEHFUHDWHGLQWKHSURGXFWVWUXFWXUHXVLQJ
WKH3UR(1*,1((5PHQXVRUGLUHFWO\LQWKH0RGHO7UHH
&RPSRQHQWVFDQEHFUHDWHGE\FRS\LQJIURPDVWDQGDUG
VWDUWSDUWE\SODFLQJGHIDXOWGDWXPVRUFUHDWLQJIHDWXUH
JHRPHWU\&RPSRQHQWVFDQDOVREHFUHDWHGDVHPSW\SDUWV
WKDWLVDVSODFHKROGHUVLQWKHDVVHPEO\VWUXFWXUH

 7RS'RZQ'HVLJQ7DVN*XLGH
7KHFRPSRQHQWFUHDWLRQGLDORJER[LVDFFHVVHGYLDPHQXV
E\VHOHFWLQJ&RPSRQHQWWKHQ&UHDWH7KH&RPSRQHQW
&UHDWHGLDORJDSSHDUVZLWKWKHHOHPHQWV3DUW
6XEDVVHPEO\6NHOHWRQ0RGHODQG%XON,WHP

&RPSRQHQWVDUHFUHDWHGGLUHFWO\LQWKH0RGHO7UHHE\
VHOHFWLQJWKHVXEDVVHPEO\OHYHOZKHUHWKHFRPSRQHQWLVWR
H[LVWDQGFOLFNLQJWKHULJKWPRXVHEXWWRQ:KHQWKHSRS
XSPHQXDSSHDUVVHOHFW&RPSRQHQWDQGWKHQVHOHFWWKH
&UHDWHFRPPDQGWRLQYRNHWKH&UHDWH2SWLRQVGLDORJ
ER[

%\HLWKHUVHOHFWLQJRSWLRQVIURPWKHUHJXODUPHQXVRUIURP
WKHULJKWPRXVHEXWWRQSRSXSPHQXWKHUHDUHIRXUZD\V
WRFUHDWHQHZSDUWVDQGVXEDVVHPEOLHVLQWKHFRQWH[WRIDQ
DVVHPEO\7KH\DUH

• &RS\)URP([LVWLQJ

• /RFDWH'HIDXOW'DWXPV

• (PSW\

• &UHDWH)LUVW)HDWXUH

(DFKRIWKHVHFKRLFHVLVGLVFXVVHGLQGHWDLOLQWKHIROORZLQJ
VHFWLRQVDQGLVSUHVHQWHGDORQJZLWKVDPSOHWDVNV7KHVH
IRXURSWLRQVPDNHLWHDV\WRFUHDWHSDUWVLQWKHFRQWH[WRI
DQDVVHPEO\VWUXFWXUHDQGDOORZGHILQLWLRQRIWKH
GHSHQGHQFLHVEHWZHHQWKHSDUWVDQGWKHDVVHPEO\

'HILQLQJ3UHOLPLQDU\3URGXFW6WUXFWXUH 
Copy From Existing - Recommended Approach
 KH&RS\)URPRSWLRQDOORZV\RXWRFUHDWHDSDUWRUD
7
VXEDVVHPEO\E\FRS\LQJH[LVWLQJLQIRUPDWLRQIURPDQRWKHU
FRPSRQHQW7KLVRSWLRQVKRXOGEHXVHGLI\RXUFRPSDQ\
XVHVVWDQGDUGVWDUWSDUWVWRHQVXUHWKDWDOOPRGHOVKDYH
WKHVDPHFRPPRQHOHPHQWV7KHVHFRPPRQHOHPHQWVDUH
W\SLFDOO\GHIDXOWGDWXPIHDWXUHVQDPHGYLHZVVWDQGDUG
SDUDPHWHUVDQGVWDQGDUGOD\HUQDPHV$OVROD\RXW
GHFODUDWLRQVPD\EHWUDQVIHUUHGWRWKHQHZO\FUHDWHGSDUW
%\XVLQJFRPPRQVWDUWSDUWV DQGVWDUWDVVHPEOLHV DOO
FRPSRQHQWVLQWKHGHVLJQGDWDEDVHDUHVXUHWRKDYHD
FRQVLVWHQWIRXQGDWLRQ8VLQJWKH&RS\)URP([LVWLQJ
FUHDWLRQRSWLRQLVWKHEHVWPHWKRGWRKHOS\RXHQVXUHWKLV
FRQVLVWHQF\

7KLVLVDQRQDVVRFLDWLYHFRS\DQGWKHUHLVQRUHODWLRQVKLS
EHWZHHQWKHRULJLQDOSDUWDQGLWVFRS\RQFHWKHQHZ
FRPSRQHQWLVFUHDWHG

 QFHWKHQHZFRPSRQHQWLVFUHDWHGE\FRS\LQJIURPWKH
2
H[LVWLQJPRGHO\RXZLOOEHSURPSWHGWRSODFHWKH
FRPSRQHQWLQWKHDVVHPEO\XVLQJFRQVWUDLQWVDQGRU
SDFNDJLQJWHFKQLTXHV ,IWKLVLVWKHILUVWFRPSRQHQWLQDQ
DVVHPEO\3UR(1*,1((5ZLOOSODFHLWE\GHIDXOW
$OWHUQDWHO\\RXPD\FKRRVHWROHDYHWKHFRPSRQHQW
XQSODFHGLIGHVLUHGDQGSODFHLWODWHU

 HHSLQPLQGWKHIROORZLQJWKLQJVZKHQFUHDWLQJ
.
FRPSRQHQWVZLWKWKH&RS\)URPRSWLRQ

• 7KHVWDUWFRPSRQHQWFDQKDYHQRH[WHUQDOUHIHUHQFHV
,ILWKDVDQ\ORFDOFRSLHVRIH[WHUQDOUHIHUHQFHVFUHDWHG
GXHWRDVFRSHYLRODWLRQ\RXZLOOEHSURPSWHGWRPDNH
WKRVHGHSHQGHQFLHVSHUPDQHQWO\LQGHSHQGHQW,I\RX
DEVROXWHO\PXVWFUHDWHDQHZFRPSRQHQWIURPDQ
H[LVWLQJFRPSRQHQWWKDWKDVH[WHUQDOGHSHQGHQFLHV
\RXPD\XVHWKH6DYH$VIXQFWLRQDOLW\RQWKHVWDUW
PRGHO

• :KHQFUHDWLQJDQHZVXEDVVHPEO\E\FRS\LQJIURPDQ
H[LVWLQJVWDUWVXEDVVHPEO\WKHVWDUWVXEDVVHPEO\PXVW
QRWFRQWDLQDVNHOHWRQPRGHORUDQ\RWKHUFRPSRQHQWV

 7RS'RZQ'HVLJQ7DVN*XLGH
Task 1 - Creating a Part Using the Copy From Existing
Option
,QWKLVWDVNWKHSUHOLPLQDU\SURGXFWVWUXFWXUHZLOOEH
VWDUWHG2QHRIWKHSDUWVRIWKHERRPBER[VWUXFWXUHLVWKH
DQWHQQDZKLFKVKRXOGEHGHILQHGDVSDUWRIWKHWRSOHYHO
VWUXFWXUH7KHDQWHQQDSDUWZLOOEHFUHDWHGE\FRS\LQJD
SUHYLRXVO\FUHDWHGVWDUWSDUWFDOOHGVWDUWSUWZKLFKZLOO
SURYLGHWKHEDVLFLQIRUPDWLRQIRUWKHDQWHQQD

 5HWULHYHWKHERRPBER[DVVHPEO\

 6WDUWFUHDWLQJWKHDQWHQQDSDUWE\FKRRVLQJ
&RPSRQHQW!&UHDWH

 25

 3LFNWKHERRPBER[DVVHPEO\LQWKH0RGHO7UHHDQGXVH
WKHULJKWPRXVHEXWWRQLQWKH0RGHO7UHHDQGIURPWKH
SRSXSPHQXVHOHFW&RPSRQHQW!&UHDWH

Choose Part from the dialog box and choose the Sub-type option
Solid. Enter “antenna” for the part’s name. Click OK.

'HILQLQJ3UHOLPLQDU\3URGXFW6WUXFWXUH 
Figure 3. The Copy From Existing component creation
interface


 )URPWKH&UHDWLRQ2SWLRQVGLDORJER[VKRZQLQ)LJXUH
FKRRVH&RS\)URP([LVWLQJ

 7\SHLQWKHIXOORUUHODWLYHSDWKWRWKHQDPHRIWKHVWDUW
SDUWWREHFRSLHGLQWKHGLDORJRUVHOHFW%URZVHWR
EURZVHDQGFKRRVHIURPDQH[LVWLQJOLVWRIPRGHOV
&KRRVHDQGDFFHSWVWDUWSUWIURPWKHEURZVHUDQGWKH
&RS\)URPWH[WER[ZLOODXWRPDWLFDOO\ILOOLQWRUHIOHFW
WKLVVHOHFWLRQ

 /HDYHWKHDQWHQQDSDUWXQSODFHGDWWKLVVWDJHE\
FKHFNLQJWKHER[/HDYH&RPSRQHQW8QSODFHGDQGFOLFN
2.IURPWKHGLDORJ7KHFRPSRQHQWLVFUHDWHGXQSODFHG
DWWKLVVWDJHDQGZLOOQRWEHYLVLEOHRQWKHVFUHHQ,W
ZLOOKRZHYHUEHSDUWRIWKH0RGHO7UHHDQGKDVD
VSHFLDOLFRQ

 ,IWKH8QSODFHGRSWLRQLVQRWFKHFNHGWKHQRUPDO
FRPSRQHQWDVVHPEOH8,LVEURXJKWXSWRDVVHPEOHRU
SDFNDJHWKHFRPSRQHQW

 0DNHFKDQJHVWRGDWXPIHDWXUHQDPHVDQGSDUDPHWHU
YDOXHVVSHFLILFWRWKHDQWHQQD&UHDWHWKHDGGLWLRQDO
UHTXLUHGSDUDPHWHUVDQGOD\HUVLQWKHSDUW

 7RS'RZQ'HVLJQ7DVN*XLGH
Locate Default Datums
%\VHWWLQJWKHFUHDWLRQRSWLRQWR/RFDWH'HIDXOW'DWXPV
DFRPSRQHQWFDQEHFUHDWHGDQGORFDWHGLQWKHFRQWH[WRI
DQDVVHPEO\YHU\HDVLO\DQGZLWKRXWIRUFLQJWKHFUHDWLRQRI
H[WHUQDOUHIHUHQFHV7KLVZLOODOORZWKLVFRPSRQHQWWREH
UHXVHGHDVLO\LQRWKHUDVVHPEOLHVHYHQWKRXJKLWLVGHILQHG
LQWKHFRQWH[WRIWKHDVVHPEO\

7KLVRSWLRQDOORZV\RXWRVHOHFWUHIHUHQFHVIURPWKH
DVVHPEO\ZKLFKZLOOEHXVHGDVSODFHPHQWUHIHUHQFHVIRU
WKHQHZO\FUHDWHGFRPSRQHQW7KHQHZO\FUHDWHG
FRPSRQHQWLQLWLDOO\KDVGHIDXOWGDWXPIHDWXUHVZKLFKDUH
DXWRPDWLFDOO\FRQVWUDLQHGEDVHGRQWKHUHIHUHQFHV\RX
VHOHFWLQWKHDVVHPEO\2QFHWKHQHZFRPSRQHQWLV
FRQVWUDLQHGLWLVHDV\WRFUHDWHDGGLWLRQDOJHRPHWU\IRUWKLV
QHZFRPSRQHQWEDVHGHLWKHURQLWVGHIDXOWGDWXP
UHIHUHQFHV ZKLFKZLOOQRWFUHDWHH[WHUQDOGHSHQGHQFLHVWR
WKHDVVHPEO\ RUEDVHGRQH[LVWLQJDVVHPEO\JHRPHWU\

$IWHUVHOHFWLQJWKH/RFDWH'HIDXOW'DWXPVRSWLRQWKHUH
DUHWKUHHFKRLFHVIRUWKHW\SHRIUHIHUHQFHVWRVHOHFWIURP
WKHDVVHPEO\7KHWKUHHRSWLRQVDUH

• 7KUHH3ODQHV−6HOHFWWKUHHRUWKRJRQDOSODQHVIURP
WKHDVVHPEO\7KHVHSODQHVPD\EHDQ\FRPELQDWLRQRI
GDWXPSODQHVDQGSODQDUVXUIDFHV

$QHZFRPSRQHQWLVFUHDWHGZLWKWKUHHGHIDXOWGDWXP
SODQHVDQGSODFHGLQWKHDVVHPEO\VXFKWKDW'70LV
DOLJQHGWRWKHILUVWSODQHVHOHFWHG'70LVPDWHGWR
WKHVHFRQGSODQHVHOHFWHGDQG'70LVPDWHGWRWKH
WKLUGSODQHVHOHFWHG

• $[LV1RUPDO7R3ODQH−6HOHFWDSODQDUVXUIDFHIURP
WKHJHRPHWU\LQWKHDVVHPEO\DQGDGDWXPD[LVWKDWLV
QRUPDOWRWKDWSODQH

$QHZFRPSRQHQWLVFUHDWHGZLWKWKUHHGHIDXOWGDWXP
SODQHVDQGDVLQJOHGDWXPD[LV'70'70'70
$B7KLVQHZFRPSRQHQWLVWKHQDXWRPDWLFDOO\SODFHG
LQWKHDVVHPEO\VXFKWKDW'70LVPDWHGWRWKH
VHOHFWHGSODQHDQG$BLVDOLJQHGZLWKWKHVHOHFWHG
D[LV

'HILQLQJ3UHOLPLQDU\3URGXFW6WUXFWXUH 
• $OLJQ&V\VWR&V\V−6HOHFWDGDWXPFRRUGLQDWH
V\VWHPIURPWKHDVVHPEO\JHRPHWU\

$QHZFRPSRQHQWLVFUHDWHGZLWKWKUHHGHIDXOWGDWXP
SODQHVDQGDGHIDXOWFRRUGLQDWHV\VWHP7KHQHZ
FRPSRQHQWLVSODFHGLQWKHDVVHPEO\ZLWKD
&V\V7R&V\VFRQVWUDLQWORFDWLQJWKHQHZO\FUHDWHG
FRPSRQHQWªVGHIDXOWFRRUGLQDWHV\VWHPFRLQFLGHQWWR
WKHVHOHFWHGFRRUGLQDWHV\VWHP

%\XVLQJDQ\RIWKHVHRSWLRQVWKHQHZFRPSRQHQWZLOOEH
IXOO\FRQVWUDLQHGDQGDGGLWLRQDOFRPSRQHQWJHRPHWU\PD\
EHGHILQHG7KLVFRPSRQHQWªVSODFHPHQWPD\EHUHGHILQHG
E\VHOHFWLQJQHZFRQVWUDLQWVRUUHIHUHQFHVWRGHILQHLWV
ORFDWLRQ

Task 2 - Creating a Part Using the Locate Default


Datums Option
,QWKLVWDVNWKHSUHOLPLQDU\VWUXFWXUHRIWKHERRPBER[
DVVHPEO\ZLOOFRQWLQXHWREHEXLOW7KH&'SOD\HUDVVHPEO\
ZLOOEHFUHDWHGDQGDVVHPEOHGGLUHFWO\LQWRWKHWRSOHYHO
ERRPBER[DVVHPEO\7KLVZLOOEHGRQHE\FUHDWLQJWKH&'
SOD\HUVXEDVVHPEO\DVDFRPSRQHQWDQGGLUHFWO\
DVVHPEOLQJLWXVLQJLWªVQHZO\FUHDWHGGHIDXOWGDWXPVWR
WKHGDWXPVSUHYLRXVO\FUHDWHGLQWKHERRPBER[7KLVZLOO
KHOSGHILQHWKHVWUXFWXUHRIWKHERRPBER[ZLWKRXWFUHDWLQJ
DQ\H[WHUQDOUHIHUHQFHV

 5HWULHYHWKHERRPBER[DVVHPEO\

 )URPWKH'(6,*10*5PHQXVHOHFW5HI&RQWURO
6HW1RQHIRUWKH6FRSHRI&RPSRQHQWWREHUHIHUHQFHG
DQGVHW3URKLELW2XWRI6FRSH5HIHUHQFHVIRU
5HIHUHQFH+DQGOLQJ)RUPRUHLQIRUPDWLRQRQUHIHUHQFH
FRQWUROUHIHUWR6WHS¥0DQDJLQJ3DUW
,QWHUGHSHQGHQFLHV

 6WDUWFUHDWLQJWKH&'DVVHPEO\E\FKRRVLQJ
&RPSRQHQW!&UHDWH

 25

 7RS'RZQ'HVLJQ7DVN*XLGH
 3LFNWKHERRPBER[DVVHPEO\LQWKH0RGHO7UHHDQG
XVHWKHULJKWPRXVHEXWWRQLQWKH0RGHO7UHHDQG
VHOHFW&RPSRQHQW!&UHDWHIURPWKHSRSXSPHQX

 &KRRVHWKH6XEDVVHPEO\RSWLRQIURPWKHGLDORJDQG
XVHWKHQDPHFGBSOD\HUDQGFOLFN2.

Figure 4. The Locate Default Datums option for component


creation.

 )URPWKH&UHDWLRQ2SWLRQVGLDORJER[VKRZQLQ)LJXUH
FKRRVH/RFDWH'HIDXOW'DWXPV!7KUHH3ODQHV

 8VHWKHGHIDXOWDVVHPEO\GDWXPSODQHVIRUORFDWLRQ
3LFNWKH$66<B)5217GDWXPSODQHDVWKHILUVWSODQH
IRUORFDWLRQRIWKHQHZFGVXEDVVHPEO\3LFNWKH
$66<B723GDWXPSODQHDVWKHKRUL]RQWDOGDWXPSODQH
UHIHUHQFH3LFNWKH$66<B6,'(GDWXPSODQHDVWKH
YHUWLFDOGDWXPSODQHUHIHUHQFH7KLVFUHDWHVWKH
FGBSOD\HUVXEDVVHPEO\ZLWKWKUHHGHIDXOWGDWXP
SODQHV$'70$'70DQG$'70PDWHGWRWKH
DVVHPEO\GDWXPSODQHV

'HILQLQJ3UHOLPLQDU\3URGXFW6WUXFWXUH 
 5HQDPHWKHFGBSOD\HUGHIDXOWGDWXPVXVLQJ6HWXS!
1DPHIURP$'70WR&'B)5217$'70WR
&'B723DQG$'70WR&'B6,'(

Empty
 KLVPHWKRGFUHDWHVSDUWVRUVXEDVVHPEOLHVWKDWKDYHQR
7
LQLWLDOJHRPHWU\7KHHPSW\FRPSRQHQWZLOOEHSODFHGLQ
WKHDVVHPEO\XVLQJD'HIDXOWSODFHPHQWFRQVWUDLQWRULW
FDQUHPDLQXQSODFHGPHDQLQJLWLVLQFOXGHGDVDPHPEHU
RIWKHDVVHPEO\EXWLWKDVQRH[SOLFLWJHRPHWULFORFDWLRQ
\HW8QSODFHGHPSW\FRPSRQHQWVDUHXVHIXOIRUSRSXODWLQJ
WKH%LOORI0DWHULDOVDQGNHHSLQJWKHDVVHPEO\VWUXFWXUH
LQGHSHQGHQWRIWKHDVVHPEO\JHRPHWU\

/DWHUWKLVHPSW\FRPSRQHQWFDQEHIXUWKHUGHILQHGE\
FUHDWLQJIHDWXUHVLQWKHSDUWRUE\§ILOOLQJ¨WKHSDUWE\
FRS\LQJLQIRUPDWLRQLQWRLWIURPVRPH§VWDUWSDUW¨XVLQJ
WKH&RS\)URPRSWLRQLQWKH3DUWDQG$VVHPEO\PHQXV

 VGHVFULEHGLQ&KDSWHU&RPPXQLFDWLQJ'HVLJQ&ULWHULD
$
RQFHSODFHGDQHPSW\FRPSRQHQWLVXVHIXOIRUGLUHFWO\
LQKHULWLQJGHVLJQFULWHULDIURPDKLJKHUOHYHOVNHOHWRQ
PRGHOXVLQJWKH&RS\*HRPHWU\IHDWXUH$GGLWLRQDOO\
JHRPHWU\FDQEHFUHDWHGVXEVHTXHQWO\LQWKHVHFRPSRQHQWV
XVLQJWKHUHJXODUIHDWXUHFUHDWLRQPHWKRGV

 PSW\FRPSRQHQWVDORQHGRQRWFUHDWHH[WHUQDO
(
GHSHQGHQFLHVWRWKHDVVHPEO\+RZHYHUE\FUHDWLQJDQ\
ILUVWIHDWXUHLQDQHPSW\FRPSRQHQWRWKHUWKDQDGHIDXOW
SDUWFRRUGLQDWHV\VWHPRUGHIDXOWRIIVHWSODQHVH[WHUQDO
GHSHQGHQFLHVZLOOEHLQWURGXFHG

 7RS'RZQ'HVLJQ7DVN*XLGH
Create First Feature
 KLVPHWKRGLVDYDLODEOHRQO\IRU3DUWFUHDWLRQDQG
7
SURYLGHVSUH5HOHDVHPHWKRGRORJ\ZKHUHH[WHUQDO
GHSHQGHQFLHVDUHLQKHUHQWGXULQJFRPSRQHQWFUHDWLRQLQ
WKHFRQWH[WRIWKHDVVHPEO\8SRQWKHFUHDWLRQRIWKH
FRPSRQHQW\RXHQWHUIHDWXUHFUHDWLRQPRGHGLUHFWO\DQG
DUHIRUFHGWRXVHH[LVWLQJJHRPHWU\IRUWKHUHIHUHQFHVIRU
WKLVILUVWIHDWXUH7KLVPHWKRGVKRXOGEHXVHGLQRQO\WKRVH
VLWXDWLRQVZKHUHWKHSUHVHQFHRIH[WHUQDOUHIHUHQFHVLVQRW
DFRQFHUQIRUWKHHIIHFWLYHQHVVRIWKHGHVLJQDQGZKHUH
GHVLJQUHXVHLVQRWLPSRUWDQW,WFDQEHXVHGIRUFRQFHSWXDO
GHVLJQRUZKHQDEDVLFEXWSDUDPHWULFGHVLJQLVGHVLUHG,W
LVDOVRXVHIXOIRULPPHGLDWHO\FRS\LQJJHRPHWU\IURPVRPH
KLJKHUOHYHOFRPSRQHQW

 KHRQO\IHDWXUHVWKDWFDQEHFUHDWHGILUVWZLWKRXWEXLOGLQJ
7
DGHSHQGHQF\WRWKHDVVHPEO\LVDGHIDXOWFRRUGLQDWH
V\VWHPRU§2IIVHW¨GDWXPSODQHV

General Hints
• 7KH&RPSRQHQW&UHDWHGLDORJUHPHPEHUVZKDW\RXU
ODVWVHWWLQJVZHUHVRFUHDWLQJPDQ\SDUWVDQGRU
VXEDVVHPEOLHVWRJHWKHUZLOOVSHHGWKHSURFHVVE\
UHGXFLQJWKHQXPEHURIPRXVHSLFNVQHHGHG

• 0DSNH\VFDQEHGHILQHGIRUFUHDWLQJQHZFRPSRQHQWV
7KHPDSNH\FDQEHGHILQHGVRWKDWRQO\WKHPRGHO
QDPHQHHGVWREHHQWHUHG

'HILQLQJ3UHOLPLQDU\3URGXFW6WUXFWXUH 
Creating Components in Pro/PDM
$QDOWHUQDWLYHPHWKRGWRFUHDWHFRPSRQHQWVIRUXVHLQWKH
0RGHO7UHHGHVLJQRIDSURGXFWVWUXFWXUHLVWRFUHDWHWKHP
XVLQJ3UR3'0$SHUVRQWKDWLVPRUHIDPLOLDUZLWK
3UR3'0WKDQ3UR(1*,1((5PD\FKRRVHWRFUHDWHWKH
SURGXFWVWUXFWXUHFRPSOHWHO\LQ3UR3'07KDWSURGXFW
VWUXFWXUHZLOOWKHQEHXVHDEOHZLWKLQ3UR(1*,1((57KH
FRPSRQHQWVFUHDWHGLQ3UR3'0FDQEHWKHVDPHDVWKRVH
FUHDWHGLQ3UR(1*,1((5E\XVLQJWKHVDPHVWDUW
SDUWVDVVHPEOLHV

Task 3 - Creating Components in Pro/PDM

:KHQFRPSRQHQWVDUHFUHDWHGLQ3UR3'0DSDUWDQGDQ
DVVHPEO\WHPSODWHZLOOEHXVHG7KHVHWHPSODWHSUWDQG
DVPILOHVDUHFRSLHGIURPWKH3UR3'0ORDGSRLQWGLUHFWRU\
DQGVKRXOGEH\RXUFRPSDQ\ªVVWDUWSDUWDQGDVVHPEO\
ILOHVQRWWKHHPSW\ILOHVSURYLGHGRQWKH3UR3'0&'

 6HOHFWWKH3URGXFW'DWDEDVHDQG)ROGHUZKHUH\RX
ZDQWWRSODFHWKHQHZREMHFWV

 6HOHFW)LOH!1HZWKHQVHOHFW7\SH2EMHFW5HFRUG

 (QWHUWKHQDPHRIWKHQHZSDUWRUDVVHPEO\LQFOXGLQJ
WKHWKUHHFKDUDFWHUH[WHQVLRQ SUWRUDVP 5HSHDWIRU
DOOQHZREMHFWV

 )RUPRUHLQIRUPDWLRQVHH3ODFHKROGHU2EMHFWVLQWKH
3UR3'08VHUªV*XLGH

 7RS'RZQ'HVLJQ7DVN*XLGH
Defining Relationships between Components in
Pro/PDM
2QFHWKHSDUWVDQGDVVHPEOLHVDUHFUHDWHGLQ3UR3'0\RX
PD\FUHDWHWKHDVVHPEO\VWUXFWXUHE\FUHDWLQJ
UHODWLRQVKLSVEHWZHHQWKHP7KLVLVGRQHXVLQJWKH0RGLI\
'HSHQGHQFLHVIXQFWLRQDOLW\LQ3UR3'0$%LOORI
0DWHULDOUHSRUWIURPHLWKHU3UR(1*,1((5RU3UR3'0
ZLOOVKRZDSURGXFWVWUXFWXUHFUHDWHGLQ3UR3'0

Task 4 - Defining Relationships Between Components


in Pro/PDM

1. Open the Product Database browser and select the appropriate


folder where your new objects reside.

2. Select an assembly. Select Design > Modify > Dependencies >


Downward to open the Modify Dependencies dialog box.

3. Highlight the parts from the browser that you want to designate as
components of the assembly.

4. Select Edit > Copy to copy the component names. These will then
be pasted into the Modify Dependencies dialog box.

5. Click the Modify Dependencies dialog box to activate it and select


Edit > Paste.

6. Select OK.

7. Repeat these steps for all assemblies.

)RUPRUHLQIRUPDWLRQVHH&UHDWLQJDQG0RGLI\LQJ
'HSHQGHQFLHVWKH3UR3'08VHUªV*XLGHVHFWLRQ

Reusing Components in Pro/PDM

'HILQLQJ3UHOLPLQDU\3URGXFW6WUXFWXUH 
Existing components such as library parts, company standard parts or
existing sub-assemblies can be reused in creating top-down product
structures. When defining relationships between components as
described above, just select your existing parts and assemblies and copy
and paste them into your new product structure.

Assembling the Components Created in Pro/PDM

A product structure with components that were created using Pro/PDM


as explained above, are simply placeholders with no geometry or your
user-defined start parts. Either before or after adding additional
geometry to these models they can be explicitly placed in the assembly
using the Component > Redefine operation. Until you explicitly place
them in the assembly, they will be listed as “Unplaced” assembly
components in the model tree.

Unplaced Components
,QVWHDGRIFKRRVLQJWRDVVHPEOHRUFUHDWHDFRPSRQHQWDQG
LPPHGLDWHO\VSHFLI\LWVORFDWLRQLQWKHFRQWH[WRIWKHDVVHPEO\
ZKHUHLWLVFUHDWHGDFRPSRQHQWPD\EHOHIWXQSODFHGLQDQ
DVVHPEO\8QSODFHGFRPSRQHQWVDUHPHPEHUVRIWKH
DVVHPEO\VKRZXSLQWKHDVVHPEO\ªVPRGHOWUHH ZLWKD
VSHFLDOLFRQ DQGDUHUHWULHYHGLQWRVHVVLRQZLWKWKHDVVHPEO\
+RZHYHUWKH\DUHQRWSODFHGJHRPHWULFDOO\LQWKHDVVHPEO\
DQGDVVXFKDUHQRWGLVSOD\HGLQWKHJUDSKLFVZLQGRZ

([LVWLQJFRPSRQHQWVPD\EH§,QFOXGHG¨LQWKHDVVHPEO\DQG
OHIWXQSODFHGE\FKRRVLQJ&RPSRQHQW!$GY8WLOV!
,QFOXGHRUYLD&RPSRQHQW!,QFOXGHLQWKHULJKWPRXVH
EXWWRQSRSXSPHQXLQWKHPRGHOWUHH:KHQDQHZ
FRPSRQHQWLVFUHDWHGWKHUHLVDQRSWLRQWR§/HDYHLW
8QSODFHG¨

8QSODFHGFRPSRQHQWPD\EHVHOHFWHGIRUUHGHILQLWLRQLQRUGHU
WRSODFHWKHP

 7RS'RZQ'HVLJQ7DVN*XLGH
5
Step 3 - Introducing Skeleton
Models

Skeleton Models

7RSGRZQGHVLJQHPSOR\VWKHXVHRIVNHOHWRQVWRUHSUHVHQW
WKHLPSRUWDQWHOHPHQWVRIDQDVVHPEO\GHVLJQ6NHOHWRQV
DFWDV'OD\RXWVRIWKHDVVHPEO\DQGPD\EHXVHGWR
UHSUHVHQWVSDFHUHTXLUHPHQWVLPSRUWDQWPRXQWLQJ
ORFDWLRQVDQGPRWLRQ7KH\DOVRDFWDVDFKDQQHOIRU
SDVVLQJLPSRUWDQWGHVLJQFULWHULDIURPRQHVXEV\VWHPWR
DQRWKHU

6NHOHWRQPRGHOVVHUYHDYDULHW\RISXUSRVHVGHILQLQJIRUP
ILWDQGIXQFWLRQRIDQDVVHPEO\6RPHH[DPSOHVDUH

• 6SDFHFODLP IRUPILW

• &RPSRQHQWWRFRPSRQHQWLQWHUIDFHGHILQLWLRQ ILW


• 0RWLRQUHSUHVHQWDWLRQ IXQFWLRQ

*HQHUDOO\VNHOHWRQPRGHOVFRQWDLQRQO\FULWLFDOGHVLJQ
LQIRUPDWLRQLQRQHRUERWKRIWKHIROORZLQJIRUPV

• 0DVWHUGHILQLWLRQVRIFULWLFDOGHVLJQLQIRUPDWLRQ
0DVWHU*HRPHWU\

• &RSLHVRIFULWLFDOGHVLJQLQIRUPDWLRQGHILQHGHOVHZKHUH
&RSLHG*HRPHWU\

Benefits of Skeleton Models


6NHOHWRQVDUHXVHGSULPDULO\DVKROGHUVRUGLVWULEXWRUVRI
FULWLFDOGHVLJQLQIRUPDWLRQ6NHOHWRQPRGHOVFDQEHXVHGWR
FRPPXQLFDWHLQIRUPDWLRQEHWZHHQWZRFRPSRQHQWV7KH\
FDQDOVRFRQWDLQWKHPDVWHUGHILQLWLRQRIWKHGHVLJQ
LQIRUPDWLRQZKLFKFDQEHSURSDJDWHGWRWKHGHVLJQPRGHOV
WKDWQHHGLW6NHOHWRQPRGHOVOHWWKHFRPSRQHQWVWKDWWKH\
FRQQHFWEHVHSDUDWHGZKLOHVLPXOWDQHRXVO\IDFLOLWDWLQJWKH
VKDULQJRILQIRUPDWLRQEHWZHHQWKHP

%\XVLQJVNHOHWRQVWRVKDUHLQIRUPDWLRQWKH
FRPPXQLFDWLRQSDWKIURPRQHPRGHOWRWKHQH[WLVLVRODWHG
DQGWKHUHIRUHLVHDVLO\LGHQWLILHGFRQWUROOHGDQG
LQYHVWLJDWHG:KHQDGHVLJQPHWKRGRORJ\LVEDVHGRQ
VNHOHWRQPRGHOVDQGWKHVNHOHWRQPRGHOVDUHZHOO
PDLQWDLQHGWKHFRPPXQLFDWLRQRIGHVLJQLQIRUPDWLRQZLOO
EHVPRRWKDQGWKHGHVLJQDVVHPEO\ZLOOEHPRUHUREXVW

Properties of Skeleton Models


6NHOHWRQPRGHOVDUHHVVHQWLDOO\SDUWV7KH\FDQFRQWDLQ
IHDWXUHVUHODWLRQVOD\HUVDQGYLHZVDQGWKH\FDQEH
PRGLILHGLQVLGHRURXWVLGHRIWKHFRQWH[WRIDQDVVHPEO\
+RZHYHUWRKHOS\RXHIIHFWLYHO\PDQDJH\RXUGHVLJQWKH\
GRKDYHWKHIROORZLQJVSHFLDOFKDUDFWHULVWLFVDQGSURSHUWLHV

 7RS'RZQ'HVLJQ7DVN*XLGH
• 6NHOHWRQPRGHOVDUHH[FOXGHGIURPDVVHPEO\PDVV
SURSHUW\FDOFXODWLRQVHYHQLIFUHDWHGXVLQJVROLG
IHDWXUHV

• 6NHOHWRQPRGHOVPD\EHH[FOXGHGIURP3UR(1*,1((5
%LOORI0DWHULDO5HSRUWVERWKLQWKHDVVHPEO\DQG
GUDZLQJVRIWKHDVVHPEO\

• 6NHOHWRQ0RGHOVDUHH[FOXGHGIURP3UR3'0%LOORI
0DWHULDO5HSRUWV

• 6NHOHWRQPRGHOVDUHDOZD\VWKHILUVWFRPSRQHQWLQDQ
DVVHPEO\

• $QDVVHPEO\FDQKDYHRQO\RQHVNHOHWRQPRGHO

• 6NHOHWRQPRGHOVFDQDVVXPHDGHIDXOWQDPHEDVHG
XSRQWKHQDPHRIWKHDVVHPEO\LQZKLFKWKH\DUH
FUHDWHG ERRPBER[BVNHOSUWIRUH[DPSOH ,IGHVLUHGD
XVHUVSHFLILHGQDPHPD\EHXVHGLQVWHDG

• 6NHOHWRQPRGHOVFDQEHILOWHUHGIURPGUDZLQJV

• 6NHOHWRQPRGHOVFDQEHILOWHUHGIURP6LPSOLILHG5HSV
%\5XOH

• 6NHOHWRQPRGHOVDUHQRWLQWHUVHFWHGE\DVVHPEO\OHYHO
IHDWXUHVVXFKDVFXWVDQGKROHV

Setting Up Skeleton Hierarchy


)RUHDFKGHVLJQWKHVNHOHWRQVWUXFWXUHZLWKLQWKH
DVVHPEO\ZLOOEHGLIIHUHQW7KHDSSURSULDWHVWUXFWXUH
VKRXOGEHEDVHGRQWKHILUVWWZRVWHSVLQWKHWRSGRZQ
GHVLJQSURFHVVWKHGHVLJQLQWHQWGHILQLWLRQDQGWKH
SURGXFWVWUXFWXUHGHILQLWLRQ&RQVLGHUWKHLGHDVGLVFXVVHG
LQWKHIROORZLQJVHFWLRQVZKHQGHWHUPLQLQJZKLFK
VXEDVVHPEOLHVVKRXOGKDYHVNHOHWRQPRGHOV

,QWURGXFLQJ6NHOHWRQ0RGHOV 
Results of Defining Design Intent
%DVHGRQWKHGHVLJQLQWHQWRI\RXUSURGXFW\RXVKRXOGEH
DEOHWRLGHQWLI\WKHIROORZLQJVLWXDWLRQVZKHUHDVNHOHWRQ
PRGHOFRXOGEHDSSURSULDWH

• $UHDVZKHUHSDUHQWFKLOGUHODWLRQVKLSVPXVWEH
FDUHIXOO\FRQWUROOHG)RUH[DPSOHLWPXVWEHSRVVLEOHWR
VXEVWLWXWHVXEV\VWHP$ZLWKVXEV\VWHP$LWPXVWEH
SRVVLEOHWRUHPRYHSDUW%FRPSOHWHO\ZLWKRXW
GLVWXUELQJDQ\WKLQJHOVHRULWPXVWEHHDV\WRFKDQJH
WKHGHVLJQRISDUW&WKURXJKRXWWKHGHVLJQF\FOH

• $UHDVZKHUHPRWLRQPXVWEHHQDEOHG

• &ULWLFDOGHVLJQLQIRUPDWLRQVXFKDVVL]HZHLJKW
ORFDWLRQRUQXPEHURISDUWVLQDV\VWHP

• $QDVVHPEO\RIDVVHPEOLHV6NHOHWRQVFDQEHXVHGWR
GHILQHWKHORFDWLRQRIDOODVVHPEOLHVE\DVVHPEOLQJ
VNHOHWRQPRGHOVWRVNHOHWRQPRGHOV

Results of Defining Product Structure


&RQVLGHUWKHLQWHUIDFHVWKDWPXVWEHHVWDEOLVKHGDFURVVWKH
SURGXFWVWUXFWXUH7KHVHDUHLGHQWLILHGE\DVNLQJ§:KDW
LQWHUIDFHLQIRUPDWLRQPXVWEHNQRZQE\WZRGLIIHUHQW
VXEV\VWHPV"¨

8VHWKHIROORZLQJJXLGHOLQHVDQGDPDSRI\RXUSURGXFW
VWUXFWXUHWRGHWHUPLQHZKHUHVNHOHWRQVVKRXOGH[LVWDQG
ZKDWWKH\VKRXOGFRQWDLQ

• 7RLQVXODWHV\VWHP$IURPFKDQJHVWRV\VWHP%XVHD
VNHOHWRQLQDFRPPRQSDUHQWDVVHPEO\ DQDVVHPEO\
FRQWDLQLQJWKRVHWZRV\VWHPV WRFRQWUROWKH
SDUHQWFKLOGUHODWLRQVKLSVEXLOWEHWZHHQWKHP LH
DVVHPEOHWKHPERWKWRDVNHOHWRQUDWKHUWKDQWRHDFK
RWKHU

• 7RJHWLQIRUPDWLRQIURPV\VWHP$WRV\VWHP%ZKLOH
PDLQWDLQLQJFRQWURORYHUDOOGHSHQGHQFLHVEXLOWXVHD
VNHOHWRQLQV\VWHP%DQGXVHWKH&RS\*HRP
FRPPDQGWRFRS\WKHQHHGHGLQIRUPDWLRQIURP$

 7RS'RZQ'HVLJQ7DVN*XLGH
• ,IV\VWHP$DQGV\VWHP%ERWKUHTXLUHFRPPRQ
LQIRUPDWLRQHVWDEOLVKWKDWLQIRUPDWLRQLQWKHVNHOHWRQ
ZKHUHWKHV\VWHPVFRPHWRJHWKHUWKHQ©&RS\*HRPª
WKDWLQIRUPDWLRQGRZQLQWRWKHVXEV\VWHPVªVNHOHWRQV
DQGRUSDUWV

*HQHUDOO\WKHUHVXOWRIWKLVH[HUFLVHLVDVNHOHWRQVWUXFWXUH
ZKHUHHDFKDVVHPEO\FRQWDLQVWKHPLQLPXPLQIRUPDWLRQ
UHTXLUHGWRSXWWKDWVNHOHWRQªVDVVHPEO\WRJHWKHU7KHWRS
OHYHOVNHOHWRQZLOOFRQWDLQWKHLQWHUIDFHVQHHGHGWRSXWWKH
WRSOHYHOV\VWHPVWRJHWKHU7KHVXEOHYHOVNHOHWRQVZLOO
FRQWDLQWKHLQIRUPDWLRQUHTXLUHGWRSXWWKHVXEOHYHOVDQG
SDUWVWRJHWKHU

Uses of Skeleton Models


6NHOHWRQPRGHOVFRQWDLQJHRPHWULFDQGSDUDPHWULF
LQIRUPDWLRQWKDWPD\EHXVHGE\DVVHPEO\FRPSRQHQWV
7KHVNHOHWRQFDQEHWKHXOWLPDWH§RZQHU¨RIWKLV
LQIRUPDWLRQRULWFDQEHWKHEULGJHDFURVVZKLFK
LQIRUPDWLRQLVWUDQVIHUUHGIURPRQHV\VWHPWRDQRWKHU

Using Skeletons for Top Level Design


Control
,WLVGHVLUDEOHVRPHWLPHVWRFRQWURODGHVLJQIURPRQH
FHQWUDOWRSOHYHOORFDWLRQ&KDQJHVFDQEHPDGHDWWKLV
ORFDWLRQWKDWZLOOEHUHIOHFWHGLQWKHORZHUOHYHOPRUH
GHWDLOHGVXEDVVHPEOLHVDQGFRPSRQHQWV)RUH[DPSOHWKH
RXWVLGHFRQWRXURIWKHERRPER[FDQEHGHILQHGE\WKH
LQGXVWULDOGHVLJQHUDQGXVHGDVDWRSOHYHOVNHOHWRQWR
GHILQHVSDFHFRQVWUDLQWVDQGSDUWFRQWRXUV IURQWIDFHEDFN
IDFH&'OLG 7KHIROORZLQJILJXUHVKRZVWKHLQGXVWULDO
GHVLJQVXUIDFHRIWKHERRPER[WKDWFDQDOVREHXVHGWR
FRQWUROWKHRYHUDOOVKDSHRIWKHERRPER[DQGIRUGHILQLQJ
WKHFRQWRXURIRXWHUFRPSRQHQWVVXFKDVWKHFDVVHWWHGRRU
DQG&'OLG

,QWURGXFLQJ6NHOHWRQ0RGHOV 
Figure 5. Completed boom box design

Using Skeletons to Establish Space


Claims
2QHRIWKHNH\DVSHFWVRIFRQFHSWXDOGHVLJQLVVSDFH
DOORFDWLRQWKHWKUHHGLPHQVLRQDOOD\RXWDQGVL]LQJRI
DVVHPEO\VXEV\VWHPV6SDFHDOORFDWLRQHVWDEOLVKHVSK\VLFDO
FRQVWUDLQWVIRUWKHGHVLJQHUVWRZRUNZLWKLQ7KHUHVXOWLQJ
LQIRUPDWLRQUHJDUGLQJV\VWHPVL]HDQGORFDWLRQPXVWEH
LQFRUSRUDWHGLQWRPDQ\PRGHOVIURPWKHWRSOHYHODVVHPEO\
GRZQWRWKHLQGLYLGXDOSLHFHSDUWV$VDVLPSOHH[DPSOH
FRQVLGHUWKHERRPER[ VHH)LJXUHGLVSOD\LQJWKH
FRPSOHWHGERRPER[DVVHPEO\DQG)LJXUHGLVSOD\LQJWKH
ERRPER[VNHOHWRQ ZKHUHVSDFHPXVWEHDOORFDWHGIRUWKH
&'SOD\HUWKHWDSHSOD\HUWKHSRZHUVXSSO\WKHHTXDOL]HU
DQGRWKHUPDMRUVXEV\VWHPV7KHVSDWLDOJHRPHWU\LV
HVWDEOLVKHGDWWKHKLJKHVWOHYHOZKHUHWKHUHODWLYHVL]HV
DQGORFDWLRQVRIWKHGLIIHUHQWV\VWHPVFDQEHFRPSDUHG,W
FDQWKHQEHSDVVHGWRWKHVXEDVVHPEO\DQGSDUWOHYHOVYLD
VNHOHWRQPRGHOV7KXVFRPPRQJHRPHWULFLQIRUPDWLRQLV
HVWDEOLVKHGLQPDQ\GLIIHUHQWSDUWVDQGDVVHPEOLHV

 7RS'RZQ'HVLJQ7DVN*XLGH
Figure 6. Space claim skeleton for the boom box design

Using Skeletons to Share Information


7KHUHDUHJHQHUDOO\WZRUHDVRQVWRUHSUHVHQWWKHLQWHUIDFH
EHWZHHQREMHFWVLQDVNHOHWRQSDUW7KHILUVWVLPLODULQ
IXQFWLRQWRWKHSUHFHGLQJH[DPSOHLVDVKDULQJRI
LQIRUPDWLRQ)RUH[DPSOHWKHLQWHUIDFHEHWZHHQWZR
PDWLQJSDUWVFRQVLVWVRIDEROWKROHSDWWHUQPLUURUHGRQ
ERWKSDUWV$VNHOHWRQSDUWFRXOGEHFUHDWHGZKLFKZRXOG
HVWDEOLVKWKHKROHSDWWHUQIRUHLWKHURUERWKRIWKHPDWLQJ
SDUWV,QWKHIROORZLQJILJXUHWKHPRXQWLQJORFDWLRQ
URWDWLRQD[LVDQGZLGWKFRQVWUDLQWVIRUWKHERRPER[
KDQGOHDUHGHILQHG7KDWLQIRUPDWLRQFDQEHFRSLHGLQWR
WKHIURQWFRYHUDQGKDQGOHSDUWVWRJXLGHWKHGHWDLOHG
GHVLJQ)LJXUHVKRZVWKHILQLVKHGKDQGOHDVVHPEOHGLQWR
SODFHWRWKHVNHOHWRQGHWDLOV

,QWURGXFLQJ6NHOHWRQ0RGHOV 
7KHVHFRQGUHDVRQWRXVHVNHOHWRQVWRUHSUHVHQWWKH
LQWHUIDFHEHWZHHQREMHFWVLVWKDWLWFDQVLJQLILFDQWO\
LPSURYHWKHVWDELOLW\RIWKHGHVLJQHVSHFLDOO\LIWKHGHVLJQ
KDVPXOWLSOHFRQILJXUDWLRQV7KHVNHOHWRQPRGHOFDQ
FRQWDLQDOORIWKHQHFHVVDU\SODFHPHQWUHIHUHQFHVIRULWV
FRPSRQHQWV(DFKFRPSRQHQWLVWKHQDVVHPEOHGUHODWLYHWR
WKHVNHOHWRQRQO\1RFRPSRQHQWVGHSHQGRQDQ\WKLQJ
H[FHSWWKHDVVHPEO\ªVVNHOHWRQPRGHOIRUWKHLUSODFHPHQW
7KLVHQVXUHVWKDWWKHFRPSRQHQWªVSODFHPHQWZLOOQRWIDLO
GXHWRPRGLILFDWLRQVUHPRYDORUUHSODFHPHQWRIRWKHU
FRPSRQHQWVVLQFHWKHUHLVQRLQWHUFRPSRQHQWGHSHQGHQF\
IRUSODFHPHQWUHIHUHQFHV

7KLVDSSURDFKLVKLJKO\UHFRPPHQGHGLI\RXSODQRQ
HYDOXDWLQJPXOWLSOHSURGXFWFRQILJXUDWLRQVRI\RXGHVLJQ
E\SHUIRUPLQJ,QWHUFKDQJHRSHUDWLRQV

Figure 7. Boom box skeleton showing mounting location,


rotation axis and width constraints for the handle

 7RS'RZQ'HVLJQ7DVN*XLGH
Figure 8. Detailed handle assembled to boom box skeleton

Using Skeletons to Represent Simple


Motion
6NHOHWRQVDUHDOVRZHOOVXLWHGIRUVLPSOHPRWLRQVLPXODWLRQ
DQGWKHHVWDEOLVKPHQWRIUHIHUHQFHVQHHGHGWRDVVHPEOH
SDUWVLQDPRYLQJDVVHPEO\3DUWIHDWXUHVVXFKDVGDWXP
SODQHVD[HVFXUYHVVXUIDFHVDQGSRLQWVFDQEHXVHGWR
GHILQHWKHPRWLRQSDWKRIDQDVVHPEO\EHIRUHDQ\GHWDLO
SDUWVDUHFUHDWHGRUDVVHPEOHG7KHVHVDPHIHDWXUHVPD\
UHSUHVHQWLPSRUWDQWPRXQWLQJSRLQWVRUPDMRUVWUXFWXUDO
SDUWV

,QWURGXFLQJ6NHOHWRQ0RGHOV 
([DPSOH&RQVLGHUWKHODQGLQJJHDUVXEDVVHPEO\RIDQ
DLUSODQHDVVKRZQEHORZ'DWXPFXUYHVFDQEHXVHGWR
UHSUHVHQWWKHPDLQVWUXFWXUDOPHPEHUVGDWXPSRLQWVIRU
LPSRUWDQWPRXQWLQJORFDWLRQVLQVSDFHGDWXPD[HVIRUWKH
ZKHHOFHQWHUOLQHDQGDUHYROYHGVXUIDFHWRUHSUHVHQWWKH
VL]HDQGORFDWLRQRIWKHWLUH7KHVNHOHWRQSDUWLVGHILQHG
XVLQJUHODWLRQV VRWKDWFKDQJLQJVRPHGLPHQVLRQV
VLPXODWHVPRWLRQ%\PRGLI\LQJWKHOHQJWKRIRQHPHPEHU
ZHVHHWKDWWKHODQGLQJJHDUFROODSVHVDVLIWKHSLVWRQZHUH
VOLGLQJ

Figure 9. Airplane landing gear motion represented by skeleton


model curves.


2QFHWKHPRYHPHQWKDVEHHQHVWDEOLVKHGEHWZHHQIHDWXUHV
LQWKHVNHOHWRQLWLVDVLPSOHVWHSWRDVVHPEOHWKHUHDO
DVVHPEO\FRPSRQHQWVWRWKHVNHOHWRQIHDWXUHVVXFKWKDW
WKH\PRYHZLWKWKHPRYLQJVNHOHWRQ0RWLRQFDQWKHQEH
VHHQLQWKHDVVHPEO\PRGHOE\PRGLI\LQJWKHVNHOHWRQ
IHDWXUHGLPHQVLRQV

7KHIROORZLQJH[DPSOHGHVFULEHVDQRWKHUPHWKRGRIXVLQJ
VNHOHWRQPRGHOVWRUHSUHVHQWPRWLRQ7KLVH[DPSOHLVDOVR
GHVFULEHGLQ7DVNEHORZ

 7RS'RZQ'HVLJQ7DVN*XLGH
([DPSOH,QWKHIROORZLQJILJXUHWKHGDWXPSODQHQDPHG
KDQGOHBDQJOHZDVFUHDWHGDWDQDQJOHWRRQHRIWKHGHIDXOW
GDWXPSODQHVVRWKDWLWFRXOGEHURWDWHG7KHKDQGOHZDV
WKHQDVVHPEOHGWRWKHKDQGOHBDQJOHGDWXPSODQHDQGFDQ
QRZEHPRYHGWKURXJKLWVIXOOUDQJHRIPRWLRQ$VVHPEO\
DQDO\VLVVXFKDVFOHDUDQFHDQGLQWHUIHUHQFHFKHFNLQJDQG
FHQWHURIJUDYLW\GHILQLWLRQFDQEHHYDOXDWHGDWGLIIHUHQW
LWHUDWLRQVRIPRYHPHQW

Figure 10. Detailed handle assembled to a motion skeleton


where the angle of the handle rotation can be modified

1RWH6NHOHWRQPRGHOVFDQEHXVHGWRVLPXODWHVLPSOH
PRWLRQ&RPSOH[PHFKDQLVPVKRXOGEHPRGHOHG
XVLQJ3UR0(&+$1,&$

Creating a Skeleton Model


6NHOHWRQFUHDWLRQFDQEHEURNHQGRZQLQWRWKHIROORZLQJ
DUHDV

• 7RSOHYHOGHVLJQFRQWURO

• 6SDFHFODLPHVWDEOLVKPHQW

,QWURGXFLQJ6NHOHWRQ0RGHOV 
• ,QIRUPDWLRQVKDULQJ

• 0RWLRQVLPXODWLRQ

,QFRPSOHWLQJWKHIROORZLQJWDVNV\RXZLOOXVHWKHERRP
ER[DVVHPEO\WRGHPRQVWUDWHVRPHGLIIHUHQWWHFKQLTXHV

Task 5 - Defining a Top Level Skeleton


,QWKLVWDVNDWRSOHYHOVNHOHWRQZLOOEHFUHDWHGIURP
VFUDWFKIRUWKHERRPER[7KHRXWVLGHVNLQLVD
3UR'(6,*1(5VXUIDFHZKLFKZLOOEHUHDGLQ$VXUIDFH
ZLOOEHFUHDWHGWRGHILQHWKHVL]HRIWKH&'DQGORFDWLRQLQ
WKHDVVHPEO\7KLV&'VXUIDFHZLOOEHUHIHUHQFHGWRKHOS
ORFDWHWKHODVHUDVVHPEO\WKH&'OLGDQGWKHPRXQWLQJ
DUHDIRUWKH&'

 &UHDWHDQDVVHPEO\

 &UHDWHWKHVNHOHWRQPRGHOE\FKRRVLQJ&RPSRQHQW!
&UHDWH!6NHOHWRQ0RGHO$FFHSWWKHGHIDXOWQDPH
6HOHFW2.!&RS\)URP([LVWLQJ7KHQXVH
VWDUWSDUWSUWDVWKHVWDUWSDUW

 )URPWKH8WLOLWLHVPHQXVHOHFW5HI&RQWURO

 6HOHFW6NHOHWRQ0RGHOIRUWKH6FRSHRI&RPSRQHQWWR
EH5HIHUHQFHGDQG3URKLELW2XW2I6FRSH
5HIHUHQFHVIRU5HIHUHQFH+DQGOLQJ)RUPRUH
LQIRUPDWLRQRQUHIHUHQFHFRQWUROUHIHUWR6WHS
0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV

 $GGIHDWXUHVWRWKHVNHOHWRQE\VHOHFWLQJ0RGLI\!
0RGLI\6NHO!)HDWXUH!&UHDWH!'HVLJQHU,Q!"
!LQLWLDOBVXUIQHX6HOHFWWKH&V\VB3DUWB'HIWR
ORFDWHWKH3UR'(6,*1(5VXUIDFHLQWKHVNHOHWRQ
PRGHO6KDGHDQGVSLQWKHVXUIDFHWRVHHZKDWWKH
VXUIDFHORRNVOLNH

 7RS'RZQ'HVLJQ7DVN*XLGH
 &UHDWHDGDWXPD[LVLQWKHVNHOHWRQPRGHODWWKH
LQWHUVHFWLRQRIWKHGDWXPSODQHVQDPHG)URQWDQG6LGH
WRORFDWHWKHFHQWHURIWKH&'&KRRVH)HDWXUH!
&UHDWH!'DWXP!$[LV!7ZR3ODQHVDQGVHOHFWWKH
)URQWDQG6LGHGDWXPSODQHV6HOHFW'RQH4XLWIURP
WKH'DWXP$[LVPHQXDQG'RQH5HWXUQIURPWKH
3DUW)HDWPHQX

 5HQDPHWKHGDWXPD[LVWR&'B$;,6E\FKRRVLQJ6HW
8S!1DPH6HOHFWWKHGDWXPD[LVDQGHQWHU
&'B$;,6

 &UHDWHWKH&'VXUIDFH

1RWH,QIRUPDWLRQFDQEHDGGHGWRWKHVNHOHWRQLQWKH
FRQWH[WRIWKHDVVHPEO\RUWKHVNHOHWRQPRGHFDQEH
EURXJKWLQWRSDUWPRGH

&UHDWHDGDWXPSODQHLQWKHVNHOHWRQPRGHO&KRRVH
)HDWXUH!&UHDWH!6XUIDFH!1HZ!([WUXGH!
'RQH!2QH6LGH!&DSSHG(QGV!'RQH!0DNH
'DWXP!2IIVHW6HOHFWWKH723GDWXPSODQH6HOHFW
(QWHUYDOXH!!'RQH!2ND\!%RWWRP6HOHFW
WKH)5217GDWXPSODQH6NHWFKWZRFLUFOHVFHQWHUHG
RQWKH&'B$;,67KHRXWHUFLUFOHZLOOUHSUHVHQWWKH
RXWVLGHGLDPHWHURIWKH&'ZLWKDUDGLXVRI7KH
LQQHUFLUFOHUHSUHVHQWVWKHPRXQWLQJKROHDQGKDVD
GLDPHWHURI$OLJQWKHFHQWHUVRIWKHFLUFOHVWR
&'B$;,67KHSURWUXVLRQZLOOEH%OLQGZLWKDGHSWK
RI

Task 6 - Defining a Skeleton to Share Information


,QPDQ\FDVHVLWPD\EHEHQHILFLDODWWKHWRSOHYHOWRGHILQH
WKHEDVLFJHRPHWULFVKDSH PDVWHUPRGHOWHFKQLTXH 
PRXQWLQJORFDWLRQVRULQWHUIDFHDUHDVEHWZHHQGLIIHUHQW
VXEVHFWLRQVRIWKHDVVHPEO\:KHQWKLVLQIRUPDWLRQLV
FRSLHGGRZQWRWKHORZHUOHYHOVHDFKGHVLJQWHDPZLOOEH
ORRNLQJDWWKHDSSURSULDWHLQIRUPDWLRQLQWKHLUVXEVHFWLRQ

,QWURGXFLQJ6NHOHWRQ0RGHOV 
7KLVWDVNGHVFULEHVWKHVWHSVWRFUHDWHDVNHOHWRQWRVKDUH
LQIRUPDWLRQIRUWKHKDQGOHRIWKHERRPER[DVVHPEO\
0RXQWLQJORFDWLRQVSRVLWLRQVDQGVL]HOLPLWVZLOOEHGHILQHG
IRUWKHKDQGOH7KLVLQIRUPDWLRQZLOOEHFUHDWHGLQWKHWRS
OHYHOVNHOHWRQIRUWKHERRPER[VRWKDWRWKHUGHVLJQHUVFDQ
DFFHVVWKLVLQIRUPDWLRQ

 5HWULHYHERRPBER[BVNHOSUW

 7KHPRXQWLQJORFDWLRQDQGDSSUR[LPDWHSRVLWLRQRIWKH
KDQGOHFDQEHGHWHUPLQHGXVLQJGDWXPSODQHVDQG
D[HV$QD[LVZLOOEHXVHGWRUHSUHVHQWWKHURWDWLRQ
D[LVRIWKHKDQGOHDQGGDWXPSODQHVZLOOEHXVHGWR
UHSUHVHQWWKHSRVLWLRQDQGVL]HOLPLWVRILW

 &UHDWHDQRIIVHWGDWXPSODQHPPEHKLQGWKH
)5217GDWXPSODQH&KDQJHLWVQDPHWR
+$1'/(B0176HHWKHILJXUHEHORZ

Figure 11. Boom box skeleton showing information to define


and assemble the handle


 &UHDWHDQRIIVHWGDWXPSODQHPPDERYHWKH723
GDWXPSODQH7KLVSODQHUHSUHVHQWVWKHGRZQSRVLWLRQ
RIWKHKDQGOH&KDQJHLWVQDPHWR+$1'/(B'1

 7RS'RZQ'HVLJQ7DVN*XLGH
 &UHDWHDQD[LVDWWKHLQWHUVHFWLRQRI+$1'/(B017
DQG+$1'/(B'11DPHLW+$1'/(B5277KLVD[LV
ZLOOEHXVHGDVWKHPRXQWLQJD[LVIRUWKHGHWDLOHG
KDQGOHSDUW

 &UHDWHWZRRIIVHWGDWXPSODQHVPPRQHLWKHUVLGHRI
WKH6,'(GDWXPSODQH

 1DPHWKHOHIWRQH+$1'/(B/,0B/DQGWKHULJKWRQH
+$1'/(B/,0B577KHVHGDWXPSODQHVVSHFLI\WKH
PLQLPXPZLGWKRIWKHKDQGOHDQGFDQEHXVHGE\WKH
SDUWGHVLJQHUGXULQJWKHGHWDLOGHVLJQ6HHWKHILJXUH
EHORZ

7KHGHVLJQHURIWKHGHWDLOKDQGOHFDQDFFHVVWKLV
LQIRUPDWLRQDQGXVHLWDVDJXLGHDQGOLPLWVIRUWKH
GHWDLOGHVLJQ

Figure 12. Detail handle assembled to the boom box skeleton

,QWURGXFLQJ6NHOHWRQ0RGHOV 
Task 7 - Defining a Skeleton to Simulate Motion
6NHOHWRQVFDQEHFUHDWHGWRVLPXODWHDVVHPEO\PRWLRQ7KH
VNHOHWRQPD\FRQVLVWRIYHU\VLPSOHJHRPHWU\DQG
FRQVWUXFWLRQIHDWXUHVVXFKDVGDWXPSODQHVD[HVDQG
FXUYHV7KHPRWLRQFDQEHGHILQHGDQGSURYHQEHIRUH
DGGLQJDQ\GHWDLOSDUWVWRWKHDVVHPEO\

,QWKLVWDVNPRWLRQZLOOEHGHILQHGIRUWKHKDQGOHRIWKH
ERRPER[7KLVWDVNEXLOGVXSRQWKHVNHOHWRQFUHDWHGLQ
7DVNWRDGGPRWLRQWRWKHVNHOHWRQ,QWKLVH[DPSOHWKH
KDQGOHURWDWHVVRLWVPRWLRQFDQEHVLPXODWHGXVLQJDQ
DQJXODUGDWXPSODQHWRUHSUHVHQWLWVORFDWLRQ

 &UHDWHDGDWXPSODQHWKURXJKD[LV+$1'/(B527DW
DQDQJOHWRWKH+$1'/(B'1GDWXPSODQH$QDQJOH
RIGHJUHHVUHSUHVHQWVDIROGHGKDQGOHLQWKHORZHUHG
SRVLWLRQDQGDQDQJOHRIGHJUHHVUHSUHVHQWVWKH
UDLVHGRUFDUU\LQJSRVLWLRQ

 &KDQJHWKHQDPHRIWKHGDWXPSODQHWR
+$1'/(B$1*/(

7KHGHWDLOHGKDQGOHFDQEHDWWDFKHGWRWKHVNHOHWRQDQG
DQDO\]HGDWGLIIHUHQWSRVLWLRQVDQGFKHFNHGIRUFOHDUDQFHV
DQGLQWHUIHUHQFH

 7RS'RZQ'HVLJQ7DVN*XLGH
Figure 13. Boom box skeleton showing detailed handle
assembled to the motion skeleton. The HANDLE_ANGLE
datum plane angle can be modified to rotate the handle.

Recommended Practices
General
7KHUHDUHRWKHUDGGLWLRQV\RXFDQPDNHWR\RXUVNHOHWRQ
SDUWZKLFKKHOSWRPHHW\RXUJRDOVIRUWKDWPRGHOVXFKDV

• :ULWHSDUWUHODWLRQVWRPDLQWDLQGHVLJQLQWHQW

• ,PSRUWVWDWLFJHRPHWU\IURPRWKHUV\VWHPVXVLQJ67(3
RU,*(6

• 'HFODUHWKHKLJKHUOHYHOVNHOHWRQVWRRQHRUPRUH
3UR127(%22.OD\RXWVVRWKDWWKHJHRPHWU\RIWKH
VNHOHWRQFDQEHFRQWUROOHGXVLQJWKH3UR127(%22.
OD\RXW

• 8VH3UR352*5$0WRDXWRPDWHPRGLILFDWLRQRIWKH
VNHOHWRQ

,QWURGXFLQJ6NHOHWRQ0RGHOV 
$OORIWKHVHIXQFWLRQVDUHXVHGLQVNHOHWRQVWKHVDPHZD\
WKH\DUHXVHGLQUHJXODUSDUWVDQGDVVHPEOLHV7REHFRPH
IDPLOLDUZLWKWKHSUHFHGLQJIXQFWLRQDOLW\DQGWKH
FRUUHVSRQGLQJEHQHILWVVHHWKHDSSURSULDWHVHFWLRQVLQWKH
3UR(1*,1((58VHUªV*XLGHV

Plan the Assembly Skeleton


7KHVNHOHWDOVWUXFWXUHLVDFULWLFDOHOHPHQWRIWKHSURGXFW
PRGHO6NHOHWRQPRGHOVFRQWDLQDQGGHOLYHUWKHPRVW
FULWLFDOJHRPHWULFLQIRUPDWLRQWKURXJKRXW\RXUGHVLJQ
:KHQSODQQLQJWKHVNHOHWRQ\RXVKRXOG

• 'HFLGHRQWKHW\SH RUW\SHV RIVNHOHWRQ V WRUHSUHVHQW


\RXUDVVHPEO\'LIIHUHQWW\SHVLQFOXGHPRWLRQVSDFH
FODLPDQGLQIRUPDWLRQVKDULQJ

• 6HOHFWLPSRUWDQWPRXQWLQJSRLQWVPDMRUFRPSRQHQWV
DQGLQWHUIDFHVEHWZHHQFRPSRQHQWVWREHUHSUHVHQWHG

• 6HOHFWWKHDSSURSULDWH3UR(1*,1((5IHDWXUHVIRUWKH
VNHOHWRQPRGHO IRUH[DPSOHGDWXPFXUYHVIRU
PHPEHUVRIDOLQNDJHSRLQWVIRULPSRUWDQWPRXQWLQJ
ORFDWLRQV 

• )RUPRWLRQGHWHUPLQHWKHGHVLUHGGLPHQVLRQVWREH
XVHGWRGULYHWKHVNHOHWRQPRWLRQ

1RWH6RPHDUHDVRIWKHVNHOHWRQDQGDVVHPEO\GHVLJQZLOO
FRQWLQXHWRHYROYHDQGFDQQRWEHFRPSOHWHO\SODQQHG
LQDGYDQFH0DQ\WRROVH[LVWLQ3UR(1*,1((5WR
PDNHFKDQJHVWRWKHVNHOHWRQDQGWKHGHVLJQDV
LQIRUPDWLRQEHFRPHVDYDLODEOH

Use Reference Control


$YRLGFUHDWLQJXQZDQWHGH[WHUQDOUHIHUHQFHVDFFLGHQWDOO\
E\PDNLQJVXUHWKH5HIHUHQFH6FRSH&RQWUROVHWWLQJVDUH
DOZD\VDSSURSULDWH

 7RS'RZQ'HVLJQ7DVN*XLGH
• ,WLVUHFRPPHQGHGWKDW\RXZRUNZLWKLWVHWWR1RQH
DQG3URKLELW2XW2I6FRSH5HIHUHQFHVH[FHSWZKHQ
\RXNQRZ\RXQHHGWRFKDQJHLWWRDFFRPSOLVK\RXU
JRDOV

• 'HIDXOWVHWWLQJVFDQEHGHILQHGLQWKHFRQILJSURILOHIRU
UHIHUHQFHFRQWURO VHHWKH3UR(1*,1((5$VVHPEO\
0RGHOLQJ8VHUªV*XLGHDQG*HWWLQJ6WDUWHGIRUPRUH
GHWDLOVRQWKHVHFRQILJSURRSWLRQV 

• 6HH&KDSWHUIRUPRUHLQIRUPDWLRQRQ6FRSH&RQWURO

Name Skeleton Features


,WLVLPSRUWDQWWRQDPH\RXUVNHOHWRQIHDWXUHVWRPDNHLW
HDVLHUWRNHHSWUDFNRIWKHLUSXUSRVHDQGPDNH
PRGLILFDWLRQV

• 1DPHVNHOHWRQIHDWXUHVZLWKPHDQLQJIXOQDPHV

• 6HOHFW6HW8S!1DPHVIURPWKHPDLQPHQXWRFUHDWH
DQGPRGLI\IHDWXUHQDPHV

2U

$GGWKH&ROXPQ)HDW1DPHWRWKH0RGHO7UHHVHOHFW
WKHFHOOFRUUHVSRQGLQJWRIHDWXUHVWREHQDPHGDQG
VLPSO\DGG RUHGLW WKHIHDWXUHQDPH

Avoid Unnecessary References


$VLQDOOPRGHOVDYRLGSXWWLQJLQIRUPDWLRQLQWRVNHOHWRQV
WKDWZLOOQRWEHXVHG)RUH[DPSOHGRQRWPDNHDVXUIDFH
FRS\RIDZKROHSDUWLIDVXUIDFHFRS\RIRQHVLGHLV
DGHTXDWH&RQVLGHUKRZWRPLQLPL]HWKHIROORZLQJLWHPV
DQGVWLOOPDLQWDLQGHVLJQLQWHQWZKHQFUHDWLQJDIHDWXUHLQ
\RXUVNHOHWRQ

• 1XPEHURIQHZGLPHQVLRQV

• 1XPEHURIQHZHGJHVVXUIDFHV

,QWURGXFLQJ6NHOHWRQ0RGHOV 
• 1XPEHURIIHDWXUHV

• 1XPEHURIUHIHUHQFHVWRRWKHUPRGHOV

• &RPSOH[LW\RIUHIHUHQFHVWRRWKHUPRGHOV

Effectively Use Dependent/Independent Copy


Geometry Features
&RQVLGHUWKHIROORZLQJTXHVWLRQVZKHQFUHDWLQJD&RS\
*HRPHWU\IHDWXUHDQGGHFLGLQJZKHWKHULWVKRXOGEH
LQGHSHQGHQWRUGHSHQGHQW

• :LOOWKHJHRPHWU\,DPFRS\LQJFKDQJH"

• :LOOWKHFKDQJHEHGUDVWLFHQRXJKWRFDXVHP\FRS\WR
ORVHLWVUHIHUHQFHV"

• :LOOWKHFKDQJHEHGUDVWLFHQRXJKWRFDXVHVRPHRIWKH
FKLOGUHQRIP\FRS\WRIDLOGXULQJUHJHQHUDWLRQ"

• :LOO,NQRZRIWKHFKDQJHZKHQRUEHIRUHLWKDSSHQV"

• ,VWKHUHDZD\,FDQFRQVWUXFWP\VNHOHWRQWRPLQLPL]H
P\GHSHQGHQFHRQWKHFRSLHGJHRPHWU\"

6HH&KDSWHU&RPPXQLFDWLQJ'HVLJQ&ULWHULDUHJDUGLQJ
WKHXVHRI&RS\*HRPHWU\IHDWXUHVDQGIRUPRUH
LQIRUPDWLRQDERXWWKHSURVDQGFRQVRIFRQWUROOLQJWKH
GHSHQGHQF\RI\RXU&RS\*HRPHWU\IHDWXUHV

Use Layers to Organize Skeletons


6NHOHWRQVRIWHQFRQWDLQGLIIHUHQWIHDWXUHVWKDWVHUYH
GLIIHUHQWSXUSRVHV8VHDQLQWHOOLJHQWOD\HULQJVFKHPHWR
NHHSWUDFNRIWKHVNHOHWRQIHDWXUHVVR\RXFDQEODQNDOOEXW
WKRVHZLWKZKLFK\RXDUHZRUNLQJZLWKDWWKHWLPH)RU
H[DPSOHLIWKHUHDUHIRXUIHDWXUHVWKDWDUHUHTXLUHGWR
GHILQHDSDUWLFXODULQWHUIDFHDVVRFLDWHWKRVHIRXUIHDWXUHV
ZLWKDVLQJOHOD\HUDQGQDPHWKHOD\HUDFFRUGLQJO\

 7RS'RZQ'HVLJQ7DVN*XLGH
$GGLWLRQDOO\LWPD\EHKHOSIXOWRFUHDWHDQDVVHPEO\OD\HU
WKDWDOOVNHOHWRQPRGHOVDUHSODFHGRQ7KLVSURYLGHV
FRQWURORYHUWKHVNHOHWRQPRGHOVªGLVSOD\

Avoid Redundant Copy References


,I\RXSODQWRXVHWKHVDPHRXWRIVFRSHUHIHUHQFHPRUH
WKDQRQFHLQWKHVDPHPRGHOXVH&RS\*HRPWRFUHDWHD
IHDWXUHDQGUHIHUHQFHWKDWLQVWHDG7KLVZD\\RXDYRLG
FRS\LQJWKHVDPHJHRPHWU\LQWRWKHPRGHOPRUHWKDQRQFH

6HH&KDSWHUIRUPRUHLQIRUPDWLRQRQUHIHUHQFHFRQWURO

Avoid Circular References


&LUFXODUUHIHUHQFHVDUHFUHDWHGZKHQ\RXPDNH$
GHSHQGHQWRQ%DQG%GHSHQGHQWRQ$7KLVLVDSUREOHP
EHFDXVHLWUHTXLUHVDWOHDVWWZRUHJHQHUDWLRQVIRUD
FRPSOHWHXSGDWH ILUVWUHJHQHUDWLRQ%XSGDWHVDFFRUGLQJ
WR$VHFRQGUHJHQHUDWLRQ$XSGDWHVDFFRUGLQJWR% 

$VLPSOHH[DPSOHRIDFLUFXODUUHIHUHQFHFDQEHVHHQE\
FUHDWLQJVRPHJHRPHWU\RQDSDUWLQDQDVVHPEO\E\
UHIHUHQFLQJVRPHDVVHPEO\UHIHUHQFHV7KHQUHGHILQHWKH
SODFHPHQWRIWKLVSDUWLQWKHDVVHPEO\E\XVLQJWKHQHZO\
FUHDWHGJHRPHWU\WRGHILQHWKHSDUWªVSODFHPHQWLQWKH
DVVHPEO\ 7KDWLVXVHLWDVDFRQVWUDLQWUHIHUHQFH ,W
VKRXOGEHHDV\WRVHHWKDWWKLVSDUWQHHGVLQIRUPDWLRQ
DERXWLWVSODFHPHQWLQWKHDVVHPEO\WRVXFFHVVIXOO\
UHJHQHUDWHWKLVQHZIHDWXUH\RXKDYHDGGHGEXWQRZLW
DOVRQHHGVLQIRUPDWLRQDERXWWKLVQHZIHDWXUH\RXªYHDGGHG
WRSODFHWKHFRPSRQHQWLQWKHDVVHPEO\7KLVLVDFLUFXODU
UHIHUHQFHDQGLWZLOOEHUHSRUWHGE\WKHV\VWHPLQFUFILOH
,WFDQSRWHQWLDOO\FDXVHDUHJHQHUDWLRQIDLOXUHRIWKH
JHRPHWU\RURIWKHFRPSRQHQWSODFHPHQW

Methods of Avoiding Circular References


• )L[HDFKFLUFXODUUHIHUHQFHDVVRRQDVSRVVLEOH
3UR(1*,1((5ZDUQV\RXZKHQDFLUFXODUUHIHUHQFH
KDVEHHQFUHDWHGE\VHQGLQJDZDUQLQJPHVVDJHGXULQJ
UHJHQHUDWLRQ

,QWURGXFLQJ6NHOHWRQ0RGHOV 
• $YRLGWKHFRQVWUXFWLRQRIFLUFXODUUHIHUHQFHVLQWKHILUVW
SODFHEHDZDUHRIKRZWKHREMHFWV\RXZLVKWRUHIHUHQFH
ZHUHFRQVWUXFWHG

• 8VH,QIR!3DUHQW&KLOG!5HIHUHQFHVRUWKH*OREDO
5HIHUHQFH9LHZHUWRVHHWKHSDUHQWVRIWKHUHIHUHQFH
REMHFW,IWKHREMHFW\RXDUHZRUNLQJRQDSSHDUVLQWKLV
OLVW\RXFDQQRWPDNHDUHIHUHQFHZLWKRXWPDNLQJLW
FLUFXODU

 7RS'RZQ'HVLJQ7DVN*XLGH
6
Step 4 - Communicating
Design Criteria

Design Criteria Communication Defined


'HVLJQFULWHULDFRPPXQLFDWLRQLVWKHSDVVLQJRIFULWLFDO
LQIRUPDWLRQDERXWWKHGHVLJQRIDSURGXFWIURPRQHOHYHORI
WKHGHVLJQWRWKHQH[W,QDWRSGRZQGHVLJQPHWKRGRORJ\
WKLVLQIRUPDWLRQLVXVXDOO\GHILQHGLQVRPHKLJKOHYHO
VNHOHWRQPRGHODQGWKHQSDVVHGGRZQWRRWKHUGHSHQGHQW
VNHOHWRQPRGHOVLQWKHDVVHPEO\7KHGHVLJQPD\EH
FKDQJHGHDVLO\E\PRGLI\LQJWKHVHIHZGLVWULEXWHG
SURSHUWLHV7KLVSURSDJDWLRQRILQIRUPDWLRQRFFXUVIURP
VNHOHWRQWRVNHOHWRQDQGWKHQIURPVNHOHWRQWRSDUWXQWLO
DOOQHFHVVDU\SDUWRUVXEDVVHPEO\VSHFLILFUHIHUHQFHVKDYH
EHHQGLVWULEXWHG


Benefits of Communicating Design
Criteria
%\DGRSWLQJWKLVGHVLJQPHWKRGRORJ\ GHILQLQJGHVLJQ
LQIRUPDWLRQLQWKHWRSOHYHODVVHPEO\
VVNHOHWRQPRGHODQG
WKHQGLVWULEXWLQJLWDVDSSURSULDWH HDFKGHVLJQHUFDQZRUN
RQWKHLUSDUWLFXODUDUHDRIWKHGHVLJQZLWKRXWUHWULHYLQJ
KLJKHUOHYHODVVHPEOLHV7KHGHVLJQHUZRUNLQJRQDVPDOO
VXEV\VWHPRIWKHKLJKHUOHYHODVVHPEO\GRHVQRWQHHGWR
UHWULHYHRUUHJHQHUDWHWKHHQWLUHWRSOHYHODVVHPEO\:LWK
WKLVPHWKRGRORJ\\RXJDLQWKHIROORZLQJDGYDQWDJHV

• 6XEDVVHPEO\VSHFLILFLQIRUPDWLRQ−(DFK
VXEDVVHPEO\FRQWDLQVDVNHOHWRQPRGHOZLWKRQO\WKH
LQIRUPDWLRQZKLFKLVLPSRUWDQWWRWKDWVSHFLILF
VXEDVVHPEO\

• (QDEOHVWDVNGLVWULEXWLRQ−6XEDVVHPEOLHVFDQWKHQ
EHGLVWULEXWHGWRORZHUOHYHOGHVLJQWHDPVIRULQGLYLGXDO
V\VWHPVSHFLILFGHVLJQLQGHSHQGHQWRIWKHKLJKHUOHYHO
DVVHPEO\

• $VVRFLDWLYHVXEDVVHPEOLHV−$OOGHVLJQHUVUHIHUHQFH
WKHVDPHLQIRUPDWLRQ DSSHDULQJLQPXOWLSOHORFDWLRQV 
LQVWHDGRILQGLYLGXDOO\UHFUHDWLQJLWLQHDFK
VXEDVVHPEO\

• 5HGXFHGFRPSOH[LW\RIZRUNLQJHQYLURQPHQW−
6XEDVVHPEOLHVDUHPRUHRUJDQL]HGVLQFHUHIHUHQFHV
QHHGQRWDSSHDULQVXEDVVHPEOLHVZKHUHWKH\DUHQRW
XVHG7KLVKHOSVFXUEWKHFUHDWLRQRIHUURQHRXVLQWHU
PRGHOGHSHQGHQFLHV

 7RS'RZQ'HVLJQ7DVN*XLGH
Using Copy Geometry Features to
Communicate Design Criteria
7UDGLWLRQDOPHWKRGVRIFRPPXQLFDWLQJGHVLJQLQIRUPDWLRQ
IURPRQHFRPSRQHQWWRDQRWKHULQ3UR(1*,1((5KDYH
UHOLHGRQWKHXVHRIFRSLHGFXUYHDQGVXUIDFHIHDWXUHV
'LIILFXOW\LQPDQDJLQJWKHGHSHQGHQFLHVFUHDWHGE\WKHVH
WUDGLWLRQDOPHWKRGVDQGHQVXULQJWKDWWKHUHIHUHQFHVZHUH
XSWRGDWHDUHDIHZRIWKHVKRUWFRPLQJVRIWKLVDSSURDFK

Benefits of Using Copy Geometry Features


$IOH[LEOHDQGUREXVWWRROLVQHHGHGWRSURSDJDWHGHVLJQ
LQIRUPDWLRQ&RS\*HRPHWU\IHDWXUHVDUHWKHSUHIHUUHG
PHFKDQLVPIRUWKLVFRPPXQLFDWLRQ7KHVHIHDWXUHVDUH
DEOHWRSDVVDQ\W\SHRIJHRPHWULFUHIHUHQFHLQIRUPDWLRQWR
DQGIURPVNHOHWRQPRGHOVSDUWVDQGDVVHPEOLHV+HUHDUH
VRPHEHQHILWVRIXVLQJWKLVDSSURDFK

• &RS\*HRPHWU\IHDWXUHVDUHDIOH[LEOHDQGUREXVW
PHFKDQLVPIRUFRPPXQLFDWLQJJHRPHWU\WKURXJKRXWDQ
DVVHPEO\LQFOXGLQJVXUIDFHVFXUYHVHGJHVDQGGDWXP
HQWLWLHV

• &RSLHGJHRPHWU\FUHDWHGZLWKWKLVFRPPDQGLVDOZD\V
XSWRGDWHDVORQJDVWKHSDUHQWUHIHUHQFHLVLQVHVVLRQ
:KHQWKHSDUHQWUHIHUHQFHLVQRWLQVHVVLRQWKH
JHRPHWU\RIWKH&RS\*HRPHWU\IHDWXUHZLOOUHPDLQ
IUR]HQDOORZLQJPRGLILFDWLRQDQGUHGHILQLWLRQRIDQ\
IHDWXUHWKDWGHSHQGVRQLW

• 7KHGHSHQGHQF\RIWKHFRSLHGJHRPHWU\RQLWVSDUHQW
FDQEHWXUQHGRQDQGRIIDOORZLQJIRUFRQWUROOHGFKDQJH
SURSDJDWLRQ<RXFDQFRQWUROZKHQ\RXUFRSLHG
JHRPHWU\XSGDWHV

• ,QIRUPDWLRQDERXWWKH&RS\*HRPHWU\UHIHUHQFHVWDWXV
LVSURYLGHGLQWKH0RGHO7UHH

&RPPXQLFDWLQJ'HVLJQ&ULWHULD 
• &RS\*HRPHWU\IHDWXUHVFRS\VXUIDFHVWZLFHDV
HIILFLHQWO\DVDUHJXODU6XUIDFH&RS\IHDWXUH7KDWLVD
SDUWRQGLVNZLWKDVLQJOH&RS\*HRPHWU\IHDWXUHRI
VRPHVXUIDFHZLOOEHRQHKDOIWKHVL]HRIDSDUWZLWKD
6XUIDFH&RS\RIWKHVDPHVXUIDFH

Copying Geometry in Top-Down Design Methodology


7RFRPPXQLFDWHGHVLJQLQWHQWE\PHDQVRI&RS\*HRPHWU\
IHDWXUHVLWLVLPSRUWDQWWRXQGHUVWDQGLQPRUHGHWDLOKRZ
WKHIHDWXUHVVKRXOGEHXVHGDQGWRNQRZPRUHGHWDLOV
DERXWWKHLUEHKDYLRU

7KHILUVWVWHSLQDWRSGRZQGHVLJQSURFHVVLVWRGHILQHWKH
GHVLJQLQWHQWLQDWRSOHYHOVNHOHWRQPRGHO)RUWKH
HTXDOL]HUVXEDVVHPEO\LQRXUERRPER[WKLVKDVDOUHDG\
EHHQGRQH6LQFHLWLVHDVLHUWRPDQDJHDWHDPZRUNLQJRQ
LQGLYLGXDOVXEDVVHPEOLHVRIDFRPSOH[GHVLJQ\RXVKRXOG
XVHWKH&RS\*HRPHWU\IXQFWLRQDOLW\WRSURYLGHWKH
DSSURSULDWHGHVLJQFULWHULDIRUHDFKVXEDVVHPEO\

7KLVLVGRQHE\PRGLI\LQJWKHLQGLYLGXDOVXEDVVHPEO\
VNHOHWRQPRGHOVDQGFUHDWLQJFRSLHVRIWKHQHFHVVDU\
KLJKHUOHYHOGHVLJQLQIRUPDWLRQWKHUH7KHIROORZLQJILJXUH
VKRZVWKHLQIRUPDWLRQIURPWKHVNHOHWRQPRGHORIWKH
HTXDOL]HUDVVHPEO\WKDWLVEHLQJVHOHFWHGIRUFRS\LQJLQWR
WKHVNHOHWRQPRGHORIWKHHTXDOL]HUERDUGVXEDVVHPEO\

 7RS'RZQ'HVLJQ7DVN*XLGH
Figure 14. Top-Level Skeleton Model

$VWKHKLJKHUOHYHOLQIRUPDWLRQLVFRSLHGGRZQLQWRWKH
UHVSHFWLYHVXEDVVHPEOLHVWKHVXEDVVHPEOLHVFDQWKHQ
HLWKHU

• %HGLVWULEXWHGWRLQGLYLGXDOGHVLJQHUVZKRFDQEDVH
WKHGHVLJQRQWKHLQIRUPDWLRQZKLFKLVQRZDYDLODEOH
WKHUH

• +DYHDGGLWLRQDOGHVLJQLQWHQWDGGHGWRWKHPZKLFKLV
XQLTXHWRWKLVVXEDVVHPEO\RQO\7KLVDGGLWLRQDO
LQIRUPDWLRQWKHQFDQEHIXUWKHUGLVWULEXWHGWRWKH
VXEDVVHPEOLHVRIWKLVVXEDVVHPEO\LQWKHPDQQHU
EHLQJGHVFULEHGKHUH

(DFKLQGLYLGXDOGHVLJQHULVWRDFRQWUROODEOHGHJUHH
LQVXODWHGIURPDOORIWKHZRUNWKHRWKHUVDUHGRLQJ,WLV
HDV\WRVHHKRZWKHGHVLJQLVSURJUHVVLQJE\RSHQLQJWKH
WRSOHYHODVVHPEO\ZLWKDOORIWKHODWHVWPRGLILFDWLRQV

)LJXUHVKRZVWKHUHVXOWVRIFRS\LQJWKHVHOHFWHG
JHRPHWU\IURPWKHVNHOHWRQPRGHORIWKHHTXDOL]HU
DVVHPEO\LQWRWKHVNHOHWRQPRGHORIWKHHTXDOL]HUERDUG
DVVHPEO\

&RPPXQLFDWLQJ'HVLJQ&ULWHULD 
Figure 15. Subassembly Skeleton Model with copied geometry

$OWKRXJKWKLVVHFWLRQGHVFULEHVWKHLUXVHLQVNHOHWRQ
PRGHOV&RS\*HRPHWU\IHDWXUHVFDQEHXVHGWR
FRPPXQLFDWHJHRPHWU\WRRUIURPDQ\SDUWVXEDVVHPEO\RU
VNHOHWRQPRGHO$FFRUGLQJO\WKLVSURFHGXUHRIGRZQZDUGO\
SURSDJDWLQJWRSOHYHOGHVLJQLQWHQWZKLOHDGGLQJ
DSSURSULDWHV\VWHPVSHFLILFLQIRUPDWLRQFDQEHUHSHDWHG
WKURXJKDVPDQ\OHYHOVRIWKHDVVHPEO\DVGHVLUHG
8OWLPDWHO\WKHDSSURSULDWHUHIHUHQFHVIRUWKHGHVLJQRID
VLQJOHSDUWPD\EHFRSLHGLQWRWKDWSDUWDQGWKHQKDQGHG
RIIWRDORZOHYHOGHVLJQHUIRUFRPSRQHQWGHVLJQUHODWLYHWR
JOREDOUHIHUHQFHV

5DUHO\LVWKHUHDJRRGUHDVRQWRFRS\JHRPHWU\IURPDSDUW
WRDVNHOHWRQ7KLVSURFHGXUHLVE\GHILQLWLRQQRWSDUWRID
WUXHWRSGRZQPHWKRGRORJ\+RZHYHUVRPHWLPHVLWLV
QHFHVVDU\WRDFFRPPRGDWHH[LVWLQJSDUWV LHLQDERWWRP
XSIDVKLRQ 7KLVWHFKQLTXHFDQXQGHUPLQHWKHVWDELOLW\RI
DWRSGRZQGHVLJQE\LQWURGXFLQJWKHOLNHOLKRRGWKDWWKH
VNHOHWRQPRGHOZLOOIDLOGXHWRPLVVLQJRUFKDQJHGH[WHUQDO
UHIHUHQFHV&LUFXODUUHIHUHQFHVPD\DOVREHFRPHDFRQFHUQ

 7RS'RZQ'HVLJQ7DVN*XLGH
Copy Geometry Feature Properties
.HHSLQPLQGWKHIROORZLQJSURSHUWLHVZKHQZRUNLQJZLWK
&RS\*HRPHWU\IHDWXUHV

• &RS\*HRPHWU\IHDWXUHVDUHFUHDWHGLQWKHFRPSRQHQW
ZKHUHWKHJHRPHWU\LVWREHFRSLHGDQGFDQRQO\EH
FUHDWHGLQDFRPSRQHQWZKLOHLWLVLQWKHFRQWH[WRIDQ
DVVHPEO\

• (DFK&RS\*HRPHWU\IHDWXUHFDQUHIHUHQFHRQO\RQH
RWKHUFRPSRQHQWKRZHYHU\RXPD\FUHDWHDVPDQ\
&RS\*HRPHWU\IHDWXUHVDV\RXQHHGLQDVLQJOH
FRPSRQHQW

• :KHQQDPHGHQWLWLHVDUHFRSLHGYLDD&RS\*HRPHWU\
IHDWXUHWKH\UHWDLQWKHLUHQWLW\QDPHV

• :KHQDQLWHPLVFRSLHGIURPRQHFRPSRQHQWZKHUHLW
H[LVWVRQDVSHFLILFOD\HULQWRDQRWKHUFRPSRQHQWWKDW
KDVDOD\HURIWKHVDPHQDPHWKHFRSLHGLWHPZLOO
DSSHDUDXWRPDWLFDOO\RQWKDWOD\HU7KLVEHKDYLRULV
YHU\XVHIXOIRUPDLQWDLQLQJFRPPRQOD\HUFRQYHQWLRQV
DFURVVDODUJHGHVLJQZRUNHGRQE\PDQ\GHVLJQHUV

Copy Geometry References


&RS\*HRPHWU\IHDWXUHVFDQEHXVHGWRFRS\DQ\JHRPHWULF
LQIRUPDWLRQIURPFRPSRQHQWWRFRPSRQHQW)ROORZWKHVH
JXLGHOLQHVZKHQVHOHFWLQJ&RS\*HRPHWU\UHIHUHQFHV

• 6XUIDFHV(GJHVDQG&XUYHVDUHVHOHFWHGXVLQJ
VWDQGDUG3UR(1*,1((5UHIHUHQFHFROOHFWLRQWRROVWKH
VDPHWRROVXVHGWRVHOHFWUHIHUHQFHVIRUFUHDWLQJGUDIWV
URXQGVDQGVZHHSV

7KHVHDUHSDUDPHWULFFROOHFWLRQWRROVPHDQLQJWKDW\RX
FDQGHILQHDUXOHIRUFROOHFWLQJUHIHUHQFHVDQGDVWKH
GHVLJQFKDQJHVDQGQHZHQWLWLHVVDWLVI\WKLVUXOHWKH\
ZLOOEHDGGHGWRWKH&RS\*HRPHWU\IHDWXUH

&RPPXQLFDWLQJ'HVLJQ&ULWHULD 
)RUH[DPSOH\RXFDQVHOHFWDJURXSRIVXUIDFHVE\
VSHFLI\LQJDVHHGDQGDERXQGDU\VXUIDFHDQGWKH
DSSURSULDWHVXUIDFHVZLOOEHFRSLHGYLDWKH&RS\
*HRPHWU\IHDWXUH,I\RXVXEVHTXHQWO\PRGLI\WKH
RULJLQDOJHRPHWU\E\SODFLQJDQHZFXWIHDWXUHWKDW
LQWHUVHFWVWKHVXUIDFHVZKLFKZHUHFROOHFWHGWKH
UHVXOWLQJVXUIDFHVRIWKHFXWIHDWXUHZLOODOVREH
LQFOXGHGLQWKH&RS\*HRPHWU\IHDWXUH

• 4XLOWVDQGGDWXPIHDWXUHVLQFOXGLQJSODQHV
SRLQWVD[HVDQGFRRUGLQDWHV\VWHPVFDQEHFRSLHG
ZLWKWKH&RS\*HRPHWU\IHDWXUH

• 3UHYLRXVO\GHILQHG&RS\*HRPHWU\IHDWXUHV
ZKLFKH[LVWLQDGLIIHUHQWFRPSRQHQWLQWKHDVVHPEO\
FDQEHVHOHFWHGIRUFRS\LQJZLWKD&RS\*HRPHWU\
IHDWXUH&RQVLGHUWKDWVRPHLQGLYLGXDOJHRPHWU\LV
FRSLHGIURPRQHVNHOHWRQPRGHOWRDVHFRQGVNHOHWRQ
PRGHODVVKRZQLQWKHILJXUHEHORZ

Figure 16. Creation of Copy Geometry feature

6XEDVVHPEO\68%DVPKDVWKUHHSDUWVDQG\RXZDQWDOO
RIWKHLQIRUPDWLRQLQWKHVNHOHWRQPRGHOWREHDYDLODEOHLQ
HDFKSDUWDVWKHILUVWIHDWXUH,QVWHDGRIFUHDWLQJDFRS\
JHRPHWU\IHDWXUHLQHDFKSDUWDQGUHVHOHFWLQJDOORIWKH
LQGLYLGXDOJHRPHWU\IURPWKHFRS\JHRPHWU\IHDWXUHRI
68%B6.(/SUWLWLVSRVVLEOHWRVLPSO\VHOHFWWKH&RS\
*HRPHWU\IHDWXUHLWVHOIDVWKHUHIHUHQFH7KLVLVVKRZQLQ
)LJXUHEHORZ

 7RS'RZQ'HVLJQ7DVN*XLGH
7KLVDOVRSURYLGHV\RXWKHDGYDQWDJHRIKDYLQJWRUHGHILQH
RQO\RQH&RS\*HRPHWU\IHDWXUH WKHRQHLQ
68%B6.(/SUW LI\RXZDQWWRDGGRUUHPRYHVRPH
JHRPHWU\IURPDOORIWKHSDUWV

Figure 17. Copy Geometry referencing existing Copy


Geometry

Figure 18. Updating Copy Geometry features

&RPPXQLFDWLQJ'HVLJQ&ULWHULD 
• 3XEOLVKHG*HRPHWU\IHDWXUHVSURYLGHDZD\IRU\RX
WRVSHFLI\ZKLFKJHRPHWU\IURPRQHFRPSRQHQWWKDW
VKRXOGEHXVHGZKHQRWKHUVFRS\JHRPHWU\IURPWKDW
PRGHO,QVWHDGRIDOORZLQJWKHFUHDWRURID&RS\
*HRPHWU\IHDWXUHWRFKRRVHZKDWJHRPHWU\WRFRS\IURP
\RXUGHVLJQ\RXFDQVSHFLI\JHRPHWU\WKDWVKRXOGEH
XVHGYLDD3XEOLVK*HRPHWU\IHDWXUH3XEOLVK
*HRPHWU\IHDWXUHVDOORZ\RXWRFUHDWHORFDOFROOHFWLRQV
RIPRGHOJHRPHWU\WKDWFDQEHFRSLHGDVDVLQJOHHQWLW\
WRRWKHUFRPSRQHQWVXVLQJWKH&RS\*HRPHWU\IHDWXUH
6RPHLPSRUWDQWQRWHVRQWKH3XEOLVK*HRPHWU\
IHDWXUH

◊ 7KH3XEOLVK*HRPHWU\IHDWXUHLWVHOIKDVQR
JHRPHWU\,WLVRQO\DOLVWRIJHRPHWU\WKDWVKRXOG
EHFRSLHGZKHQLWLVVHOHFWHGDVWKHUHIHUHQFHIRUD
&RS\*HRPHWU\IHDWXUH

◊ $FFRUGLQJO\WKH3XEOLVK*HRPHWU\IHDWXUHFDQQRW
EHVHOHFWHGJUDSKLFDOO\,WPXVWEHVHOHFWHGHLWKHU
IURPWKH0RGHO7UHHRUVHOHFWHGE\QDPHIURPWKH
PHQXV%HFDXVHRIWKLV3XEOLVK*HRPHWU\
IHDWXUHVDUHJLYHQDQDPHZKHQWKH\DUHFUHDWHG

◊ 3XEOLVK*HRPHWU\IHDWXUHVFDQFROOHFWDOORIWKH
VDPHJHRPHWU\DVD&RS\*HRPHWU\IHDWXUH
+RZHYHU3XEOLVK*HRPHWU\IHDWXUHVDUHFUHDWHG
LQWKHVDPHPRGHODVWKHJHRPHWU\WREH
SXEOLVKHG7KH\FDQQRWLQFOXGHH[WHUQDO
UHIHUHQFHV$OVRZKHQFUHDWLQJDQDVVHPEO\OHYHO
3XEOLVK*HRPHWU\IHDWXUHRQO\DVVHPEO\OHYHO
IHDWXUHVFDQEHUHIHUHQFHG

◊ 3XEOLVK*HRPHWU\IHDWXUHVFDQQRWEHPDGH
LQGHSHQGHQW

,QDFRQFXUUHQWHQJLQHHULQJHQYLURQPHQW3XEOLVK
*HRPHWU\IHDWXUHVDUHDQH[FHOOHQWPHDQVRI
FRPPXQLFDWLQJLQIRUPDWLRQE\VHOHFWLQJDSSURSULDWH
LQWHUIDFHVIURP\RXUGHVLJQDQGSXEOLVKLQJWKHPIRURWKHUV
WRXVH7KLVDOORZV\RXWR

• 7DNHUHVSRQVLELOLW\IRUWKHVHLQWHUIDFHVDQGHQVXUH
WKDWWKHVHUHIHUHQFHVZLOODOZD\VEHDYDLODEOHIRURWKHUV
WRXVH

 7RS'RZQ'HVLJQ7DVN*XLGH
• (QVXUHWKDWRQO\WKHDSSURSULDWHUHIHUHQFHVIURP\RXU
GHVLJQDUHXVHG

:KLOHWKHUHLVQRPHFKDQLVPWRIRUFHRWKHUVWRXVHRQO\
3XEOLVKHG*HRPHWU\IRU&RS\*HRPHWU\IHDWXUHUHIHUHQFHV
LWLVDJRRGSUDFWLFHIRUDOOGHVLJQHUVWRDGRSWVLQFHLW
LQFUHDVHVDZDUHQHVVDERXWKRZ\RXUPRGHOLVEHLQJXVHGE\
HYHU\RQHHOVH

Task 8 - Becoming Familiar with Copy Geometry


Features
 5HWULHYH%2$5'B&'$60LQWR3UR(1*,1((5

 &KRRVH0RGLI\!0RGLI\6NHODQGFKRRVH
%2$5'B&'B6.(/(721357

 7XUQRQWKHGLVSOD\RIOD\HUV&859(6$;(6DQG
'()B'$7806

 &UHDWHDVNHWFKHGGDWXPFXUYHRQRQHRIWKHGDWXP
SODQHV7KLVIHDWXUHVKRXOGDXWRPDWLFDOO\EH
DVVRFLDWHGZLWKOD\HU&859(6LQ
%2$5'B&'B6.(/(721357

 ,QWKLVVDPHVNHOHWRQPRGHOFUHDWHDGDWXPD[LV
IHDWXUHQRUPDOWRRQHRIWKHGDWXPSODQHV&KRRVH
6HWXS!1DPHDQGJLYHWKHD[LVDQHZQDPHRI
&RS\*HRP$[LV

 1RZFUHDWHDQHPSW\VXEDVVHPEO\LQ
%2$5'B&'$60FDOOHG7(67B&23<B*(20$60
DQGFUHDWHDQHPSW\VNHOHWRQPRGHOLQLWFDOOHG
7(67B&23<B*(20B6.(/357&KRRVH0RGLI\!
0RGLI\6NHODQGVHOHFWWKHQHZVNHOHWRQDQGFUHDWHD
OD\HUFDOOHG&859(6

&RPPXQLFDWLQJ'HVLJQ&ULWHULD 
 1RZFKRRVH)HDWXUHIURPWKH6.(/23(5PHQXDQG
&UHDWH!*HRPHWU\!&RS\*HRP1RWLFHWKHW\SHV
RIUHIHUHQFHVWKDWWKLVIHDWXUHDOORZV\RXWRVHOHFW
&KRRVH&XUYH5HIVDQGVHOHFWWKHVNHWFKHGGDWXP
FXUYHWKDW\RXFUHDWHGLQ
%2$5'B&'B6.(/(721357$OVRFKRRVH)HDWXUH
5HIV!$[LVDQGVHOHFWWKH&23<B*(20B$;,6\RX
MXVWFUHDWHGLQ%2$5'B&'B6.(/(721357

 6HWWKH'HSHQGHQF\HOHPHQWWR,QGHSHQGHQWDQG
WKHQFKRRVH2.

 <RXKDYHFUHDWHGD&RS\*HRPHWU\IHDWXUHLQ
7(67B&23<B*(20B6.(/357UHIHUHQFLQJWKH
VNHWFKHGGDWXPFXUYHDQGGDWXPD[LVLQ%2$5'B&'B
6.(/(721357$GGLWLRQDOO\\RXKDYHPDGHWKLV
FRS\LQGHSHQGHQWRILWVSDUHQWJHRPHWU\

 &KRRVH)LOH!2SHQDQGVHOHFW
7(67B&23<B*(20B6.(/357

 1RWLFHWKHFRSLHGFXUYHDSSHDUVLQWKLVSDUWLQWKH
ORFDWLRQZKHUHLWDSSHDUHGLQWKHDVVHPEO\DQGWKDWLW
UHWDLQVLWVOD\HUVHWWLQJV$OVRQRWLFHWKDWWKHGDWXP
D[LVDSSHDUVZLWKLWVRULJLQDOQDPH

,Q%2$5'B&'B6.(/(721357FKDQJHWKHFXUYHE\
PRGLI\LQJLWVVHFWLRQ5HJHQHUDWHWKHDVVHPEO\DQG
QRWHLQERWKWKHDVVHPEO\DQGWKHSDUWZLQGRZWKDWWKH
FRS\RIWKHFXUYHLQ7(67B&23<B*(20B6.(/357
GLGQRWXSGDWH

5HGHILQHWKH&RS\*HRPHWU\IHDWXUHLQHLWKHUWKHSDUW
ZLQGRZRUWKHDVVHPEO\ZLQGRZDQGFKDQJHWKH
GHSHQGHQF\EDFNWR'HSHQGHQW5HJHQHUDWHDQGQRWH
WKDWWKHFXUYHLVQRZXSWRGDWH

&KRRVH0RGLI\!0RGLI\6NHODQGFUHDWHD3XEOLVK
*HRPHWU\IHDWXUHLQ%2$5'B&'B6.(/(721357
'RWKLVE\VHOHFWLQJ)HDWXUH!&UHDWH!*HRPHWU\!
3XEOLVK*HRP6HOHFWVRPHVXUIDFHVDQGHGJHVWRJHW
DIHHOIRUKRZWKRVHFROOHFWLRQWRROVZRUN$OVRVHOHFW
VRPHGDWXPHQWLWLHVXVLQJWKH)HDWXUH5HIHUHQFHV
FROOHFWLRQ8,

 7RS'RZQ'HVLJQ7DVN*XLGH
&UHDWHDQRWKHU&RS\*HRPHWU\IHDWXUHLQWKH
7(67B&23<B*(20B6.(/357DQGFKRRVHWKH
3XEOLVK*HRPHWU\IHDWXUHDVLWVUHIHUHQFHE\VHOHFWLQJ
)HDWXUH!&UHDWH!*HRPHWU\!&RS\*HRP!
3XEOLVK*HRP1RWLFHWKDWDOOSUHYLRXVO\VHOHFWHG
UHIHUHQFHVRIWKH3XEOLVK*HRPHWU\IHDWXUHDUH
LQFOXGHG

Copying Geometry into an Empty Component


7KXVIDU\RXKDYHIRFXVHGRQWKHXVHRI&RS\*HRPHWU\
IHDWXUHVWRGLVWULEXWHJHRPHWU\WKURXJKRXWWKHVNHOHWDO
VWUXFWXUHRIDQDVVHPEO\+RZHYHUDQRWKHULQWHUHVWLQJ
DSSOLFDWLRQRIWKLVWRROLVLQWKHGHVLJQRIHPSW\
FRPSRQHQWV,QWKHFRQWH[WRIDQDVVHPEO\\RXFDQPRGLI\
DQHPSW\SDUWDQGFUHDWH&RS\*HRPHWU\IHDWXUHVRIWKH
QHFHVVDU\LQWHUIDFHVIURPQHLJKERULQJSDUWV$IWHUVDYLQJ
WKHSDUWLWFDQWKHQEHJLYHQWRDGHVLJQHUZKRFDQGHWDLO
WKHSDUWEDVHGRQWKHLQIRUPDWLRQSURYLGHGE\WKHFRSLHG
UHIHUHQFHV7KHJHRPHWU\RIWKHSDUWZLOOEHGHILQHG
UHODWLYHWRWKDWJHRPHWU\VRWKDWZKHQWKHSDUWLV
VXEVHTXHQWO\UHWULHYHGZLWKWKHDVVHPEO\DQGWKHFRSLHG
JHRPHWU\LVXSGDWHG LILWVSDUHQWJHRPHWU\KDVEHHQ
FKDQJHG WKHQHZSDUWZLOODXWRPDWLFDOO\XSGDWHWRWKH
GHVLJQLQWHQWFDSWXUHGLQWKHDVVHPEO\

&RPPXQLFDWLQJ'HVLJQ&ULWHULD 
 7RS'RZQ'HVLJQ7DVN*XLGH
7
Step 5 - Continued Population
of the Assembly

Populating the Assembly


6RIDULQWKHWRSGRZQGHVLJQSURFHVV\RXKDYHHVWDEOLVKHG
\RXUGHVLJQLQWHQWGHILQHG\RXUSUHOLPLQDU\SURGXFW
VWUXFWXUH LQFOXGLQJVNHOHWRQPRGHOV DQGGLVWULEXWHGWKDW
GHVLJQLQWHQWWKURXJKRXWWKHVWUXFWXUH<RXKDYHDYHU\
FOHDUIUDPHZRUNIRU\RXUSURGXFW7KHQH[WVWDJHLQYROYHV
SRSXODWLQJWKLVIUDPHZRUNZLWKGHWDLOHGSDUWVDQG
VXEDVVHPEOLHVEDVHGRQWKHGLVWULEXWHGGHVLJQLQWHQW7KH
VXEV\VWHPVKDYHEHHQGLVWULEXWHGDWWKLVVWDJHDQGWKH
LQGLYLGXDOGHVLJQHUVKDYHVXIILFLHQWLQIRUPDWLRQWRIRFXVRQ
WKHLUSDUWLFXODUWDVNVLQWKHDVVHPEO\GHVLJQ

,QWKLVFKDSWHUYDULRXVPHWKRGVRIFRQWLQXLQJWRSRSXODWH
WKHDVVHPEO\DUHGLVFXVVHGDVZHOODVWKHDGYDQWDJHVDQG
GLVDGYDQWDJHVRIHDFKPHWKRG7KHDVVHPEO\FUHDWLRQ
PHWKRGVLQWURGXFHGLQ&KDSWHUDUHXVHGKHUHDVZHOO
UHYLHZWKHPDQGH[SORUHWKHSDUWFUHDWLRQPHWKRGV


7KHDVVHPEO\VWUXFWXUHFDQEHSRSXODWHGZLWKGHWDLOHG
PRGHOVZLWKRQHRIWZRPHWKRGV

• &RPSRQHQWVFDQEHFUHDWHGGLUHFWO\LQWKH
FRQWH[WRIWKHDVVHPEO\

6HYHUDOPHWKRGVH[LVWWRGRWKLVDQGYDU\GHSHQGLQJ
RQWKHGHVLUHGSURSHUWLHVRIWKHQHZPRGHO7KHVH
PHWKRGVLQFOXGHWDNLQJDGYDQWDJHRIVWDUWSDUWVXVLQJ
HPSW\SDUWVDQGFUHDWLQJDQGORFDWLQJFRPSRQHQWV
ZLWKRQHHDV\VWHS

• 3DUWVFDQEHPRGHOHGLQGLYLGXDOO\DQGWKHQ
SODFHGLQWKHDVVHPEO\

 KLVDSSURDFKLQYROYHVFUHDWLQJWKHSDUWVLQGHSHQGHQW
7
RIWKHDVVHPEO\DQGWKHQDVVHPEOLQJWKHP

%\VSDWLDOO\GHILQLQJFRPSRQHQWVUHODWLYHWRVNHOHWRQ
PRGHOV\RXDFKLHYHWRSOHYHOFRQWURODQGJUHDWHU
IOH[LELOLW\ZKHQUHSODFLQJFRPSRQHQWV7KLVDOVR
GHFUHDVHVWKHGHSHQGHQF\RQRWKHUFRPSRQHQWVRIWKH
DVVHPEO\GXULQJPRGLILFDWLRQV

 QWKHRWKHUKDQG\RXPD\ZDQWWRFUHDWH
2
GHSHQGHQFLHVWRIDFLOLWDWHFKDQJHVWRWKHSDUWªVGHVLJQ
RQFHDVVHPEOHGVLQFHDGGLWLRQDOGHVLJQLQIRUPDWLRQLV
DYDLODEOHLQWKHFRQWH[WRIWKHDVVHPEO\<RXPD\
UHGHILQHWKHSDUWVWRHVWDEOLVKUHODWLRQVKLSVZLWK
IHDWXUHVRIRWKHUSDUWVLQWKHDVVHPEO\)RUH[DPSOH
WKHSODFHPHQWRIDKROHPLJKWQHHGWREHFKDQJHGWR
DOLJQLWZLWKDKROHRQDQRWKHUSDUW

 7RS'RZQ'HVLJQ7DVN*XLGH
Methods of Populating the Assembly
Structure
7KHUHDUHVHYHUDOPHWKRGVRISRSXODWLQJWKHDVVHPEO\
VWUXFWXUHDQGWKHEHVWPHWKRGGHSHQGVRQWKHSURSHUWLHV
GHVLUHGIURPWKHFRPSRQHQWVDVZHOODVWKHLUGHVLUHG
LQWHUDFWLRQZLWKWKHUHVWRIWKHDVVHPEO\(DFKSRSXODWLRQ
PHWKRGLVGLVFXVVHGLQWKHIROORZLQJVHFWLRQVDORQJZLWKLWV
EHQHILWVDQGGUDZEDFNV7KHVSHFLILFSURFHGXUHVIRU
FUHDWLQJFRPSRQHQWVE\WKHVHPHWKRGVDUHDOVRGHVFULEHG
DORQJZLWKDQH[DPSOHVKRZLQJZKHQWKLVPHWKRGLVWKH
EHVWFKRLFH

7KH0RGHO7UHHKHOSVPDNHWKHSURFHVVRIFUHDWLQJ
FRPSRQHQWVTXLFNDQGHDV\XVLQJWKHVKRUWFXWPHQXV
DFFHVVHGE\XVLQJWKHULJKWPRXVHEXWWRQ&RPSRQHQWVFDQ
EHFUHDWHGDVVHPEOHGRULQFOXGHGDVXQSODFHGPHPEHUVLQ
HLWKHUWKHWRSOHYHODVVHPEO\RULQDQ\VXEDVVHPEO\XVLQJ
WKHVHWRROV

Creating Components Directly in the Context of the


Assembly

&UHDWLQJSDUWVDQGVXEDVVHPEOLHVGLUHFWO\LQWKHFRQWH[WRI
WKHDVVHPEO\ZKHUHWKH\ZLOOEHXVHGRIIHUVWKHIROORZLQJ
DGYDQWDJHVDQGGLVDGYDQWDJHV

%HQHILWV

• $OORZVFRPSRQHQWWREHGHILQHGUHODWLYHWRWKHUHVWRI
WKHDVVHPEO\EDVHGRQLQIRUPDWLRQDYDLODEOHWKHUH
7KLVDOORZV\RXWRVHHFOHDUO\ZKHUHDQGKRZWKH
FRPSRQHQWILWVLQWRWKHH[LVWLQJSURGXFWVWUXFWXUH

• &RPSRQHQWVWKDWGRQRWQHHGWREHUHXVHGFDQEH
FUHDWHGZLWKLQKHUHQWH[WHUQDOGHSHQGHQFLHVRQWKH
DVVHPEO\ZKHUHWKH\ZLOOEHXVHG7KLVDYRLGVWKHQHHG
WRVHWXSH[SOLFLWGHSHQGHQFLHVODWHURQLQWKHGHVLJQ
SURFHVV

&RQWLQXHG3RSXODWLRQRIWKH$VVHPEO\ 
• &RPSRQHQWVWKDWPD\QHHGWREHUHXVHGFDQEHGHVLJQHG
LQWKHFRQWH[WRIWKHDVVHPEO\ZKHUHWKH\ZLOOEHXVHG
EXWZLWKRXWFUHDWLQJDQ\H[WHUQDOGHSHQGHQFLHV

• $QLQLWLDOFRQFHSWXDOSDUDPHWULFGHVLJQFDQEHVHWXS
IRUTXLFNDQGHDV\YDOLGDWLRQDQGVWXG\%HVWWRXVH
FRPSRQHQWVWKDWDUHWHPSRUDU\ GLVSRVDEOH VRWKDW
\RXGRQRWQHHGWREHFRQFHUQHGZLWKFRQWUROOLQJ
H[WHUQDOUHIHUHQFHV7KLVFRQFHSWXDOGHVLJQFDQVHUYH
DVWKHIRXQGDWLRQIRUDPRUHGHWDLOHGVXEVHTXHQW
GHVLJQEXWVKRXOGLWVHOIQRWEHXVHG

• &RPSRQHQWVFDQEHGHILQHGLQWHUPVRIVSDWLDO
UHODWLRQVKLSVLQWKHDVVHPEO\DOORZLQJ\RXWRGHVLJQ
EDVHGRQFOHDUDQFHVDVRSSRVHGWRWKHLQGHSHQGHQW
OHQJWKRUZLGWKRIWKHSDUW

• 5HODWLRQVKLSVWKDWDUHLPSOLFLWLQWKHDVVHPEO\GHVLJQ
DUHLQKHUHQWO\FUHDWHGWKURXJKRSHUDWLRQVOLNH8VH
(GJHRUWKURXJKWKHXVHRIUHODWLRQV

• 'HVLJQLQIRUPDWLRQDQGLQWHQWFDQEHFRPPXQLFDWHG
PRVWHIIHFWLYHO\YLDWKH&RS\*HRPIHDWXUHDOORZLQJ
HDV\FRPPXQLFDWLRQEHWZHHQWKHFRPSRQHQWVDQGWKHLU
VNHOHWRQPRGHOV

'UDZEDFNV

• 6LQFHWKHFRPSRQHQWVDUHFUHDWHGLQWKHFRQWH[WRIWKH
DVVHPEO\VSHFLDOFDUHPXVWEHWDNHQQRWWRFUHDWH
XQLQWHQWLRQDOH[WHUQDOUHIHUHQFHV

• ,IH[WHUQDOGHSHQGHQFLHVDUHFUHDWHGWKHUHJHQHUDWLRQ
WLPHIRUWKHDVVHPEO\LQFUHDVHV

• 3DUWGLPHQVLRQVFDQQRWEHVKRZQHDVLO\RQDGUDZLQJ
VLQFHWKH\DUHGULYHQE\RWKHUUHODWLRQVKLSVWRRWKHU
SDUWVDQGVXEDVVHPEOLHV

• &RPSRQHQWGHVLJQHGLQWKHFRQWH[WRIDQDVVHPEO\
ZLWKH[WHUQDOGHSHQGHQFLHV VKRXOGQHYHUEHUHXVHG
VLQFHWKH\ZLOODOZD\VEHGULYHQE\UHODWLRQVKLSVLQWKH
DVVHPEO\ZKHUHWKH\ZHUHFUHDWHG

 7RS'RZQ'HVLJQ7DVN*XLGH
Component Creation Methods
 OHDVHUHIHUEDFNWR&KDSWHU'HILQLQJ3UHOLPLQDU\
3
3URGXFW6WUXFWXUHRQSDJHIRUGHWDLOVDERXWWKH
PHWKRGVRIFUHDWLQJFRPSRQHQWVLQWKHFRQWH[WRIDQ
DVVHPEO\

Modeling Parts Individually and Then Assembling


, QGLYLGXDOSDUWVDQGDVVHPEOLHVFDQEHPRGHOHG§RIIOLQH¨
IURPWKHWDUJHWDVVHPEO\DQGWKHQDVVHPEOHGXVLQJWKH
$VVHPEOHFRPPDQG

 QFHDVVHPEOHGWKHSDUWVPD\HLWKHUEHUHGHILQHGWR
2
FDSWXUHVRPHGHVLJQLQWHQWIURPWKHDVVHPEO\RUUHPDLQ
FRPSOHWHO\LQGHSHQGHQW7KHFRPSRQHQWVFDQEHDVVHPEOHG
UHODWLYHWRWKHVNHOHWRQPRGHOVZKLFKKDYHDOUHDG\EHHQ
GHILQHGLQWKHDVVHPEO\VWUXFWXUH7KLVDOORZV\RXWRWDNH
DGYDQWDJHRIWKHVNHOHWDOIUDPHZRUNRIWKHDVVHPEO\7KH
EHQHILWVDQGGUDZEDFNVRIPRGHOLQJSDUWVDQGWKHQ
DVVHPEOLQJWKHPZLOOEHGLVFXVVHGKHUH

%HQHILWV

• 6LQFHWKHSDUWVDUHGHVLJQHGRXWVLGHWKHFRQWH[WRIWKH
DVVHPEO\WKHUHLVQRQHHGIRUFRQFHUQRUPDQDJHPHQW
RIH[WHUQDOUHIHUHQFHV

• $OOGLPHQVLRQVEHORQJWRWKHSDUWDQGWKHLQIRUPDWLRQ
LVQRWGLVWULEXWHGLQRWKHUFRPSRQHQWVRULQWKH
DVVHPEO\

• 5HJHQHUDWLRQLVPRVWHIILFLHQWEHFDXVHWKHSDUW
JHRPHWU\LVLQGHSHQGHQWRIDVVHPEO\SODFHPHQW$
FKDQJHLQHLWKHURQO\WKHSDUWJHRPHWU\RURQO\WKH
SODFHPHQWGRHVQRWUHTXLUHXSGDWLQJWKHRWKHUWKXV
PDNLQJWKHUHJHQHUDWLRQSURFHVVTXLFNHU

• %\XVLQJVNHOHWRQPRGHOVDVDWWDFKPHQWSRLQWVIRU
DVVHPEOLQJLQGLYLGXDOFRPSRQHQWVLQWHUFKDQJLQJ
FRPSRQHQWVLVPDGHHDVLHUUHVXOWLQJLQJUHDWHU
IOH[LELOLW\LQWKHGHVLJQ

&RQWLQXHG3RSXODWLRQRIWKH$VVHPEO\ 
• 8VHIXOIRUVLPXODWLQJPRWLRQ&RPSRQHQWVFDQEHOHIW
SDFNDJHGRUXQGHUFRQVWUDLQHGWRHQDEOHDQDO\VLVLQ
$VVHPEO\PRGHRU3UR0(&+$1,&$FRXOGEHXVHGWR
SHUIRUPDPRUHHIIHFWLYHPRWLRQVWXG\

• 7KHVSDFHFODLPVPDGHHDUOLHULQWKHSURGXFWVWUXFWXUH
FDQEHYDOLGDWHGDIWHUDVVHPEOLQJWKHSDUWVWRWKH
VNHOHWRQPRGHOV

'UDZEDFNV

• &KDQJHSURSDJDWLRQWKURXJKWKHDVVHPEO\VWUXFWXUHLV
QRWLQKHUHQWVLQFHWKHSDUWªVGHVLJQZDVFUHDWHG
LQGHSHQGHQWRIWKHDVVHPEO\7KLVDSSURDFKLVQRWSDUW
RIDWUXHWRSGRZQGHVLJQPHWKRGRORJ\

• )RUFKDQJHVWREHSURSDJDWHGDXWRPDWLFDOO\LQWKH
DVVHPEO\H[SOLFLWUHODWLRQVKLSVEHWZHHQFRPSRQHQWV
PXVWEHGHILQHG7KLVFDQEHGRQHE\XVLQJWRROVOLNH
5HGHILQH5HURXWHRU5HODWLRQV

 7RS'RZQ'HVLJQ7DVN*XLGH
8
Step 6 - Managing Part
Interdependencies

External References
2QHRIWKHEHQHILWVRIXVLQJ3UR(1*,1((5LV
DVVRFLDWLYLW\WKHDELOLW\WRPDNHDPRGLILFDWLRQWRRQHªV
GHVLJQLQWHQWDQGKDYHWKHDSSURSULDWHREMHFWVXSGDWH
DXWRPDWLFDOO\7KLVLVDFFRPSOLVKHGWKURXJKH[WHUQDO
UHODWLRQVKLSVDOVRNQRZQDVGHSHQGHQFLHVRUUHIHUHQFHV
$OWKRXJKWKHDELOLW\WRFUHDWHH[WHUQDOGHSHQGHQFLHVLVWKH
SRZHURISDUDPHWULFDVVHPEO\GHVLJQWKLVQHWZRUNRI
LQWHUGHSHQGHQFLHVFDQEHFRPHTXLWHFRPSOH[LIFDUHLVQRW
WDNHQGXULQJLWVFUHDWLRQ,QWKLVFKDSWHU\RXZLOO
LQYHVWLJDWHVRPHRIWKHWRROVWRKHOSPDQDJHH[WHUQDO
UHIHUHQFHV

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
Benefits of Controlling References
Between Models
,WLVYHU\LPSRUWDQWWRNQRZZKHQDQGZK\\RXFUHDWHHDFK
H[WHUQDOUHODWLRQVKLSLQ\RXUDVVHPEO\7KHUHLVDWUDGHRII
EHWZHHQDVVRFLDWLYLW\DQGPRGHOLQGHSHQGHQFH7KDWLVLQ
RUGHUWRNHHS\RXUPRGHOIURPEHFRPLQJFRPSOHWHO\
HPEHGGHGLQWKHUHVWRI\RXUGHVLJQ DQGXQDEOHWREH
UHXVHG \RXVKRXOGOLPLWWKHFUHDWLRQRIH[WHUQDOUHIHUHQFHV
WRRQO\WKRVHQHFHVVDU\WRDFKLHYHDGHVLUHGDVVRFLDWLYH
UHVXOW

Managing External References with


Pro/PDM
3UR3'0FDQEHXVHGWREHWWHUPDQDJHDSURGXFWVWUXFWXUH
ZLWKH[WHUQDOUHIHUHQFHVE\HQVXULQJWKDWRQO\DFRPSOHWH
DVVHPEO\ZLWKDOORILWVH[WHUQDOGHSHQGHQFLHVFDQEH
VWRUHGLQWKH3UR3'0GDWDEDVH)RUPRUHLQIRUPDWLRQVHH
§&UHDWLQJDQ([WHUQDO5HIHUHQFH¨LQWKH3UR3'08VHUV
*XLGH

Understanding What Is Being Modified


%HIRUHZHGLVFXVV5HIHUHQFH6FRSH&RQWUROLWLVLPSRUWDQWWR
XQGHUVWDQGZKDWREMHFWVDUHEHLQJPRGLILHGE\DSDUWLFXODU
RSHUDWLRQ7KLVZLOOKHOSHQVXUHWKDWWKH6FRSH&RQWUROLVVHW
WRDFKLHYHWKHGHVLUHGUHVXOWV

2 7RS'RZQ'HVLJQ7DVN*XLGH
$VDQH[DPSOHZKHQDFRPSRQHQWLVDGGHGWRDQDVVHPEO\
WKHDVVHPEO\LVEHLQJPRGLILHG7KHFRPSRQHQWLVQRW
FKDQJHGDWDOOZKHQLWLVDVVHPEOHG,IWKHQHZO\DGGHG
FRPSRQHQWLVSODFHGE\VHOHFWLQJUHIHUHQFHVIURPRWKHU
FRPSRQHQWVLQWKHVXEDVVHPEO\LQFOXGLQJWKHVNHOHWRQPRGHO
QRH[WHUQDOUHIHUHQFHVDUHFUHDWHG7KHFRPSRQHQWLVEHLQJ
DGGHGWRWKHVXEDVVHPEO\DQGLVEHLQJGHILQHGUHODWLYHWR
RWKHULQIRUPDWLRQLQFOXGHGLQWKHVXEDVVHPEO\$FFRUGLQJO\
WKHUHIHUHQFHVFRSHFRQWUROWRROVZLOOKDYHQRHIIHFWRQVXFKDQ
RSHUDWLRQVLQFHWKHUHDUHQRH[WHUQDOGHSHQGHQFLHVEHLQJ
FUHDWHG

Figure 19. Components which may be locally referenced when


adding a new member to a subassembly

:KHQWKHFRPSRQHQWLVDGGHGWRDVXEDVVHPEO\DQG
FRPSRQHQWVWKDWGRQRWEHORQJWRWKHVXEDVVHPEO\DUH
UHIHUHQFHGIRUSODFHPHQWH[WHUQDOGHSHQGHQFLHVDUHEHLQJ
FUHDWHG,QIRUPDWLRQWKDWGRHVQRW§EHORQJ¨WRWKH
VXEDVVHPEO\WKDWLVPRGLILHGLVEHLQJXVHGWRSODFHLWV
FRPSRQHQWV$UHIHUHQFHVFRSHFRQWUROVHWWLQJRI§1RQH¨ZLOO
UHSRUWWKLVUHIHUHQFHDVDYLRODWLRQ

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
Using Reference Scope Control

7KH'HVLJQ0DQDJHU5HIHUHQFH6FRSH&RQWUROWRRODOORZV
\RXWRGHILQHDVFRSHRIREMHFWVLQDQDVVHPEO\ZKLFKFDQEH
UHIHUHQFHGH[WHUQDOO\GXULQJWKHGHYHORSPHQWRIRWKHU
REMHFWVLQWKDWDVVHPEO\,WLVSRVVLEOHWRGHILQHWKHVFRSHDV
DJOREDOVHWWLQJWRDSSO\WRDOOREMHFWVDVZHOODVVSHFLILF
VHWWLQJVIRULQGLYLGXDOREMHFWV$VDJOREDO RUHQYLURQPHQW
VHWWLQJWKHGRPDLQRIFRPSRQHQWVWKDWFDQEHUHIHUHQFHGLV
GHWHUPLQHGE\WKHFXUUHQWVFRSHDVZHOODVWKHREMHFWEHLQJ
PRGLILHG7KHUHDUHIRXUSRVVLEOHUHIHUHQFHVFRSHVHWWLQJV

• 1RQH$OORZQRH[WHUQDOUHIHUHQFHV

◊ 3DUWIHDWXUHVFDQRQO\UHIHUHQFHRWKHUIHDWXUHVLQ
WKHSDUWEHLQJPRGLILHG

◊ $VVHPEO\IHDWXUHVFDQRQO\UHIHUHQFHSDUWVDQG
IHDWXUHVLQWKHDVVHPEO\EHLQJPRGLILHG

◊ 1HZO\DGGHGFRPSRQHQWVWRDQDVVHPEO\FDQRQO\
UHIHUHQFHDVVHPEO\IHDWXUHVDQGFRPSRQHQWVLQ
WKHDVVHPEO\WRZKLFKWKHFRPSRQHQWLVEHLQJ
DGGHG:KHQWKHFRPSRQHQWªVSODFHPHQWLV
UHGHILQHGRQO\DVVHPEO\IHDWXUHVDQGFRPSRQHQWV
RIWKHDVVHPEO\WRZKLFKWKHFRPSRQHQWEHORQJV
FDQEHUHIHUHQFHG

◊ 8VHWKLVRSWLRQWRSUHVHUYHWKHUHXVDELOLW\RID
PRGHORXWVLGHRIWKHDVVHPEO\ZKHUHLWLVEHLQJ
FUHDWHGRUPRGLILHG7KLVVHWWLQJZLOODOHUW\RX
DQ\WLPH\RXWU\WRFUHDWHDQH[WHUQDOUHIHUHQFH
ZKHWKHULWEHE\FUHDWLQJDIHDWXUHLQDSDUWRUE\
DGGLQJDQHZFRPSRQHQWWRDVXEDVVHPEO\6HH
)LJXUHIRUDQH[DPSOHRIKRZWRXVHWKH1RQH
VHWWLQJ

4 7RS'RZQ'HVLJQ7DVN*XLGH
• 6XEDVVHPEO\$OORZH[WHUQDOUHIHUHQFHVRQO\WR
FRPSRQHQWVRIWKHVDPHVXEDVVHPEO\

◊ :KHQFUHDWLQJDSDUWIHDWXUHIHDWXUHVWKDWEHORQJ
WRWKHSDUWEHLQJPRGLILHGFDQEHUHIHUHQFHGDORQJ
ZLWKIHDWXUHVWKDWEHORQJWRDQ\RWKHUFRPSRQHQW
SDUWRUVXEDVVHPEO\ WKDWLVLQWKHVDPH
VXEDVVHPEO\DVWKHSDUWEHLQJPRGLILHG

◊ :KHQDGGLQJDFRPSRQHQWWRDVXEDVVHPEO\WKH
QHZO\DGGHGFRPSRQHQWFDQUHIHUHQFHDOO
FRPSRQHQWVRIWKHVXEDVVHPEO\DVZHOODVDQ\
SHHUFRPSRQHQWVRIWKHVXEDVVHPEO\WRZKLFKLWLV
DGGHG3HHUFRPSRQHQWVDUHFRPSRQHQWVWKDW
VKDUHWKHVDPHSDUHQWDVVHPEO\

◊ 8VHWKLVRSWLRQZKHQ\RXDUHQRWLQWHUHVWHGLQ
SUHVHUYLQJWKHUHXVDELOLW\RIWKHLQGLYLGXDOREMHFWV
\RXDUHPRGLI\LQJEXW\RXGRZDQWWRHQVXUHWKDW
WKHVXEDVVHPEO\WRZKLFKWKHPRGLILHGREMHFW
EHORQJVKDVQRH[WHUQDOUHIHUHQFHV6HH)LJXUH
IRUDQH[DPSOHRIKRZWRXVHWKH6XEDVVHPEO\
VHWWLQJ

• 6NHOHWRQ0RGHO$OORZH[WHUQDOUHIHUHQFHVWR
VNHOHWRQPRGHOVRQO\

◊ ([WHUQDOUHIHUHQFHVZLOOEHDOORZHGRQO\WR
VNHOHWRQPRGHOVRIKLJKHUOHYHOVXEDVVHPEOLHV

◊ 8VHWKLVRSWLRQWRHQVXUHWKDWDOOH[WHUQDO
UHIHUHQFHVDUHFKDQQHOHGWKURXJKVNHOHWRQPRGHOV
RQO\6HH)LJXUHIRUDQH[DPSOHRIKRZWRXVH
WKH6NHOHWRQ0RGHOVHWWLQJ

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
• $OO$OORZH[WHUQDOUHIHUHQFHVWRDQ\RWKHUREMHFW
DQ\ZKHUHLQWKHDVVHPEO\,IGHVLJQUHXVHDQGPRGHO
RUJDQL]DWLRQDUHQRWDPDMRUFRQFHUQWR\RX SRVVLEO\
GXULQJDFRQFHSWXDOGHVLJQSKDVHRUZKHQZRUNLQJ
ZLWKDYHU\VPDOODVVHPEO\ WKH$OOVHWWLQJZLOODOORZ
DQ\H[WHUQDOUHIHUHQFHVWREHFUHDWHG

7KHVHVHWWLQJZLOOEHHQIRUFHGIRUVHOHFWLRQRIJHRPHWULFDV
ZHOODVSDUDPHWHUUHIHUHQFHV7KDWLVLIDGLPHQVLRQIURP
DQRXWRIVFRSHFRPSRQHQWLVXVHGLQDUHODWLRQ\RXZLOOEH
DOHUWHGDQGHLWKHULQIRUPHGWKDWLVQRWDQDOORZDEOH
UHIHUHQFHRUSURPSWHGWRFRQILUPFRS\LQJRILW

,QDGGLWLRQWRWKH6FRSH6HWWLQJVGHVFULEHGDERYHWKHUHDUH
WZRSRVVLEOHVHWWLQJVWKDWDOORZ\RXWRVSHFLI\KRZLQYDOLG
RXWRIVFRSHUHIHUHQFHVVKRXOGEHKDQGOHG7KDWLVWKH\
DOORZ\RXWRLQGLFDWHZKDWVKRXOG3UR(1*,1((5GRZKHQ
\RXVHOHFWDQH[WHUQDOUHIHUHQFHZKLFKLVRXWVLGHRIWKH
VSHFLILHGVFRSH

• 3URKLELW2XWRI6FRSH5HIHUHQFHV&RPSOHWHO\
SURKLELWWKHVHOHFWLRQRIRXWRIVFRSHUHIHUHQFHV:KHQ
VXFKDUHIHUHQFHLVVHOHFWHGWKHV\VWHPZLOOLQIRUP\RX
WKDWWKLVVHOHFWLRQLVLQYDOLGDQGDVN\RXWRVHOHFWD
GLIIHUHQWUHIHUHQFH

• &RS\2XWRI6FRSH5HIHUHQFHV:KHQDQRXWRI
VFRSHH[WHUQDOUHIHUHQFHLVVHOHFWHG\RXZLOOUHFHLYHD
ZDUQLQJDQGEHSURPSWHGWRVHOHFWRQHRIWZRDFWLRQV
<RXPD\FDQFHOWKHVHOHFWLRQDQGFKRRVHDGLIIHUHQW
UHIHUHQFHRU\RXPD\FRQILUPWKDW\RXGRLQIDFW
ZDQWWRXVHWKHVHOHFWRXWRIVFRSHH[WHUQDOUHIHUHQFH
,QWKLVFDVH3UR(1*,1((5ZLOOFUHDWHD§ORFDOEDFN
XS¨RIWKHUHIHUHQFH7KLVORFDOEDFNXSLVDQLQYLVLEOH
ORFDOFRS\RIWKHVHOHFWHGHQWLW\ZKLFKZLOOUHPDLQXS
WRGDWHZLWKLWªVSDUHQWZKLOHWKHSDUHQWLVLQVHVVLRQ
DQGZLOOUHPDLQIUR]HQZKLOHWKHSDUHQWLVQRWLQ
VHVVLRQ:KLOHWKHEDFNXSLVIUR]HQWKHIHDWXUHWKDW
UHIHUHQFHVLWPD\EHUHGHILQHGDQGPRGLILHGDVLW
QRUPDOO\ZRXOGZLWKDUHJXODUORFDOUHIHUHQFH

6 7RS'RZQ'HVLJQ7DVN*XLGH
Reference Scope Setting Examples
Using the Scope Setting “None”
Figure 20. Adding a Component to a Subassembly with Scope
Set to “None”

,Q)LJXUH\RXDUHDGGLQJDFRPSRQHQWWRDVXEDVVHPEO\
ZLWKWKH5HIHUHQFH6FRSHVHWWR1RQH8VHWKLVVHWWLQJWR
HQVXUHWKDW\RXFDQUHDVVHPEOH68%DVPLQWRRWKHU
DVVHPEOLHVDQGEHFRQILGHQWWKDWDOORIWKHLQIRUPDWLRQ
DERXWKRZLWVFRPSRQHQWV 68%B6.(/SUW3$57SUW
DQG3$57SUW DUHSODFHGLVSUHVHUYHG7KDWLV\RXGR
QRWZDQWWKHSODFHPHQWRI3$57SUWLQ68%DVPWREH
GHWHUPLQHGE\RWKHUREMHFWVLQ3$/DVP

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
6LQFH\RXDUHPDNLQJDPRGLILFDWLRQWR68%DVP\RXFDQ
UHIHUHQFHDOOLQIRUPDWLRQWKDWEHORQJVWRWKHDVVHPEO\
ZLWKRXWLQWURGXFLQJDQ\H[WHUQDOGHSHQGHQFLHV7KDWLV
\RXFDQUHIHUHQFHIHDWXUHVRI68%DVPLWVHOIDVZHOODV
DQ\H[LVWLQJFRPSRQHQWVLQWKHDVVHPEO\ LQFOXGLQJD
VNHOHWRQPRGHO 

1RWHWKDWWKHUHIHUHQFHVWKDWDUHDYDLODEOHZKHQDGGLQJD
QHZFRPSRQHQWWRVXEDVVHPEO\ZLWKDVFRSHVHWWLQJRI
1RQHDUHWKHVDPHDVWKH\ZRXOGEHLI\RXZHUHDGGLQJDQ
DVVHPEO\IHDWXUHWRWKHVXEDVVHPEO\

Using the Scope Setting “Subassembly”


Figure 21. Modifying a component with Scope Set to
"Subassembly"

8 7RS'RZQ'HVLJQ7DVN*XLGH
0RGLI\LQJD3DUW

,QWKHH[DPSOHVKRZQLQ)LJXUH\RXDUHPRGLI\LQJ
3$57SUWLQWKHFRQWH[WRI68%DVP([WHUQDO
UHIHUHQFHVZLOOEHDOORZHGWRDQ\IHDWXUHVRI68%DVPDV
ZHOODVWRDQ\IHDWXUHVRI68%B6.(/SUW<RXDUHXVLQJ
WKH6XEDVVHPEO\VHWWLQJWRFRQWUROH[WHUQDOUHIHUHQFHV
ZKLOHZRUNLQJRQ3$57SUWEHFDXVH\RXDUHQRWFRQFHUQHG
ZLWKUHXVLQJ3$57SUWRQLWVRZQDJDLQKRZHYHU\RXGR
ZDQWWRHQVXUHWKDW\RXFDQHDVLO\UHXVH68%DVP

$GGLQJD3DUW

6XSSRVHLQVWHDGWKDW\RXZHUHDGGLQJ3$57357WR
68%DVPZLWKDVFRSHVHWWLQJRI6XEDVVHPEO\7KLV
RSHUDWLRQZRXOGEHDPRGLILFDWLRQRI68%DVPDQG
WKHUHIRUHWKHVFRSHRIFRPSRQHQWVWKDWFDQEHUHIHUHQFHG
ZRXOGEHGLIIHUHQW,QDGGLWLRQWRWKHFRPSRQHQWVVKRZQLQ
WKHJUD\DUHD WKHVHFRPSRQHQWVFRXOGDOOEHUHIHUHQFHG
ZLWKRXWH[WHUQDOUHIHUHQFHVVLQFHWKH\EHORQJWR
68%DVP \RXZRXOGDOVREHDEOHWRUHIHUHQFH
68%B6.(/SUWDQG3$57357VLQFHWKHVHFRPSRQHQWV
DUHSHHUVWRWKHFRPSRQHQWEHLQJPRGLILHG 68%DVP 
3HHUFRPSRQHQWVDUHFRPSRQHQWVZKLFKVKDUHWKHVDPH
SDUHQWDVVHPEO\

0RGLI\LQJD6NHOHWRQ0RGHO

6SHFLDOEHKDYLRULVEHVWRZHGXSRQ6NHOHWRQ0RGHOVZKHQ
WKHVFRSHVHWWLQJLV6XEDVVHPEO\:LWKUHVSHFWWRVFRSH
FRQWUROWKHVNHOHWRQPRGHORIDVXEDVVHPEO\LVQRW
FRQVLGHUHGDFRPSRQHQWRIWKHVXEDVVHPEO\EXWLQVWHDGD
SHHUWRWKHVXEDVVHPEO\7KDWLVZLWKWKHVFRSHVHWWLQJVHW
WR6XEDVVHPEO\DVNHOHWRQPRGHOZLOOEHDOORZHGWRKDYH
H[WHUQDOUHIHUHQFHVWRWKHSDUHQWDVVHPEO\7KLVIDFLOLWDWHV
WKHXVHRIVNHOHWRQPRGHOVDVWKHFKDQQHOIRUH[WHUQDO
UHIHUHQFHVGRZQZDUGLQDQDVVHPEO\6HH)LJXUH
EHORZ

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
Figure 22. Modifying a skeleton model in a subassembly with
Scope Set to “Subassembly”

Using a Scope Setting of “Skeleton Model”.


In Figure 23 below, you are modifying a component in SUB3.asm
with a scope setting of Skeleton Model. Choose this setting because
your Top-Down Design methodology dictates that all external
dependencies should be channeled through the skeleton models.
(See the Chapter on Skeleton Models for more details on Top-Down
Design Intent Distribution).

10 7RS'RZQ'HVLJQ7DVN*XLGH
Figure 23. Modifying a component in a subassembly with Scope
Set to “Skeleton Model”

7KHVHWWLQJRI6NHOHWRQ0RGHOZLOODOORZUHIHUHQFHVWRDOO
KLJKHUOHYHOVNHOHWRQPRGHOVRQWKHSDWKEHWZHHQWKHREMHFW
EHLQJPRGLILHGDQGWKHWRSOHYHODVVHPEO\%HFDXVH\RXDUH
LQWHUHVWHGLQZRUNLQJLQD7RS'RZQSDUDGLJPRQO\WKH
VNHOHWRQVDORQJWKLVSDWKDUHDYDLODEOHIRUUHIHUHQFLQJ$V
LVLOOXVWUDWHGE\68%B6.(/DVPªVH[FOXVLRQIURPWKH
VKDGHGDUHDDOORWKHUVNHOHWRQPRGHOVDUHUHVWULFWHGMXVW
OLNHRWKHUGHVLJQFRPSRQHQWV

Task 9 - Becoming Familiar with reference scope


control
 5HWULHYHDQDVVHPEO\LQWR3UR(1*,1((5

 6HW\RXUUHIHUHQFHFRQWUROWR1RQH 8WLOLWLHV!


5HIHUHQFH&RQWURO!1RQH!3URKLELW2XWRI
6FRSH5HIHUHQFHV!2.

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
 &KRRVH0RGLI\!0RGLI\3DUWDQGVHOHFWRQHRIWKH
SDUWVLQWKHDVVHPEO\

 )HDWXUH!&UHDWH!'DWXP!3RLQW!2Q9HUWH[

 7U\WRVHOHFWDYHUWH[IURPDQ\RWKHUSDUW

 1RWLFHWKHHUURUPHVVDJH§5HIHUHQFHFDQQRWEHXVHG
GXHWRWKHVFRSHVHWWLQJRI121(IRU(QYLURQPHQW¨

 6HOHFWDYHUWH[RQWKHSDUWZKLFK\RXDUHPRGLI\LQJ

 1RWLFHWKDWWKHYHUWH[LVVHOHFWHGZLWKRXWDZDUQLQJ
:LWK5HIHUHQFH&RQWUROVHWWR§1RQH¨\RXFDQRQO\
UHIHUHQFHWKHPRGHOZKLFKLVEHLQJPRGLILHGRUFUHDWHG

 6HW\RXUUHIHUHQFHFRQWUROWR6XEDVVHPEO\E\FKRRVLQJ
8WLOLWLHV!5HIHUHQFH&RQWURO!6XEDVVHPEO\

 &KRRVH0RGLI\!0RGLI\3DUWVHOHFWRQHRIWKHSDUWV
LQWKHDVVHPEO\

 &KRRVH)HDWXUH!&UHDWH!'DWXP!3RLQW!2Q
9HUWH[

 7U\WRVHOHFWDYHUWH[IURPDQ\SDUWZKLFKLVQRW

• $FRPSRQHQWLQWKHVDPHDVVHPEO\

• $VXEFRPSRQHQWRIDVXEDVVHPEO\FRPSRQHQWLQ
WKHVDPHDVVHPEO\

 1RWLFHWKHHUURUPHVVDJH§5HIHUHQFHFDQQRWEHXVHG
GXHWRWKHVFRSHVHWWLQJRI68%$66(0%/<IRU
(QYLURQPHQW¨

 6HOHFWDYHUWH[IURPDQ\SDUWWKDWLV

• $FRPSRQHQWLQWKHVDPHDVVHPEO\

• $VXEFRPSRQHQWRIDVXEDVVHPEO\FRPSRQHQWLQ
WKHVDPHDVVHPEO\

 1RWLFHWKDWWKHYHUWH[LVVHOHFWHGZLWKRXWDZDUQLQJ
:LWK5HIHUHQFH&RQWUROVHWWR§6XEDVVHPEO\¨\RXFDQ
UHIHUHQFH

• )HDWXUHVLQWKHPRGHO\RXDUHPRGLI\LQJ

12 7RS'RZQ'HVLJQ7DVN*XLGH
• )HDWXUHVRIRWKHUFRPSRQHQWVZKLFKEHORQJWRWKH
VDPHVXEDVVHPEO\DVWKHPRGHO\RXDUHPRGLI\LQJ

 6HW\RXUUHIHUHQFHFRQWUROWR6NHOHWRQ0RGHOE\
FKRRVLQJ8WLOLWLHV!5HIHUHQFH&RQWURO!
6NHOHWRQ0RGHO

 7U\WRVHOHFWDYHUWH[IURPDQ\SDUWDQ\ZKHUHLQWKH
DVVHPEO\WKDWLVQRWDVNHOHWRQSDUW

 1RWLFHWKHHUURUPHVVDJH§5HIHUHQFHFDQQRWEHXVHG
GXHWRWKHVFRSHVHWWLQJRI6.(/(721IRU
(QYLURQPHQW¨

 6HOHFWDYHUWH[IURPDQ\VNHOHWRQDQ\ZKHUHLQWKH
DVVHPEO\

 1RWLFHWKDWWKHYHUWH[LVVHOHFWHGZLWKRXWDZDUQLQJ
:LWK5HIHUHQFH&RQWUROVHWWR§6NHOHWRQ¨\RXFDQ
UHIHUHQFH

• )HDWXUHVLQWKHPRGHO\RXDUHPRGLI\LQJ

• )HDWXUHVLQDQ\VNHOHWRQPRGHODWDKLJKHUOHYHO
LQWKHDVVHPEO\DORQJWKH§SDWK¨IURPWKHFXUUHQW
VXEDVVHPEO\WRWKHWRSOHYHODVVHPEO\

 6HW\RXUUHIHUHQFHFRQWUROWR$OOE\FKRRVLQJ8WLOLWLHV
!5HIHUHQFH&RQWURO!$OO

 6HOHFWDYHUWH[IURPDQ\SDUWDQ\ZKHUHLQWKH
DVVHPEO\

 1RWLFHWKDWWKHYHUWH[LVVHOHFWHGZLWKRXWDZDUQLQJ
:LWK5HIHUHQFH&RQWUROVHWWR$OO\RXFDQUHIHUHQFH
DQ\WKLQJLQWKHDVVHPEO\

Selecting Out-of-Scope References


:KHQDVHOHFWHGUHIHUHQFHLVRXWVLGHWKHVFRSH\RXKDYH
WKUHHFKRLFHV

 )LQGVRPHWKLQJLQVLGHWKHVFRSHWRUHIHUHQFH

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
 7KLVRSWLRQVKRXOGEHH[SORUHGILUVW'RHVWKHH[WHUQDO
UHIHUHQFHPDNHVHQVH",VWKHUHDZD\WKHGHVLJQLQWHQW
FDQEHPDLQWDLQHGZLWKRXWWKLVH[WHUQDOUHIHUHQFH"
2QO\DIWHULQYHVWLJDWLQJWKLVDQGGHWHUPLQLQJWKDWWKH
H[WHUQDOUHIHUHQFHLVQHFHVVDU\VKRXOG\RXFUHDWHLW

 /HDYHWKHVFRSHFRQWUROVHWWLQJDQGFKDQJHWKH
5HIHUHQFH+DQGOLQJWR§&RS\RXWRIVFRSH
UHIHUHQFHV¨

 :LWKWKLVRSWLRQ3UR(1*,1((5PDNHVDORFDO
LQYLVLEOHFRS\RIH[WHUQDOO\UHIHUHQFHGJHRPHWU\LQWKH
UHIHUHQFLQJPRGHO7KLVORFDOEDFNXSLVVLPLODUWRD
&RS\*HRPHWU\IHDWXUHH[FHSWWKDWLWLVQRWYLVLEOH RQ
WKHVFUHHQQRULQWKH0RGHO7UHH ,WGRHVHQVXUHWKDW
ZKHQWKHUHIHUHQFHGLWHPLVPLVVLQJ\RXFDQPRGLI\
DQGUHJHQHUDWHWKRVHIHDWXUHVGHSHQGHQWRQLW

 &KDQJHWKHVFRSHVHWWLQJWRDOORZIRUWKH
UHIHUHQFH

 7KLVFKRLFHZLOODOORZ\RXWRPDNHH[WHUQDOUHIHUHQFHV
DVLQSUHYHUVLRQVRI3UR(1*,1((57KHIHDWXUHV
\RXUHIHUHQFHPXVWEHSUHVHQWIRUVXFFHVVIXODQG
FRPSOHWHUHJHQHUDWLRQRIWKHPRGHO,IWKHUHIHUHQFHLV
QRWSUHVHQWWKHIHDWXUHPD\IDLORUQRWEHDEOHWREH
UHGHILQHGUHURXWHGRUPRGLILHG

Recommendations:
• ,QJHQHUDOQHZXVHUVDUHUHFRPPHQGHGWRVHWWKHVFRSH
WR1RQH7KLVLVWKHVDIHVWRSWLRQEHFDXVHLWGLVDOORZV
DOOH[WHUQDOUHIHUHQFHV,IGXULQJ\RXUGHVLJQ\RX
UHDOL]HWKDW\RXDEVROXWHO\PXVWFUHDWHDQH[WHUQDO
GHSHQGHQF\FKDQJHWKHVFRSHVHWWLQJWRDOORZWKH
UHIHUHQFHPDNHWKHUHIHUHQFHDQGWKHQFKDQJHWKH
VFRSHVHWWLQJEDFNWR1RQH

• 0RUHDGYDQFHGXVHUVDUHHQFRXUDJHGWRIRUPXODWHWKHLU
GHVLJQLQWHQWFOHDUO\DQGWKHQXVHWKH6FRSH&RQWURO
WRROVWRJXLGHWKHPLQWKHIXOILOOPHQWRIWKDWGHVLJQ
LQWHQW7KH6FRSH&RQWUROIXQFWLRQDOLW\H[LVWVWRDOORZ
JHQHUDOH[WHUQDOUHIHUHQFLQJUXOHVWREHVSHFLILHGDQG
WKHQHQIRUFHGDV\RXUGHVLJQSURJUHVVHV

14 7RS'RZQ'HVLJQ7DVN*XLGH
• 6HHWKH$VVHPEO\0RGHOLQJ8VHUV*XLGHIRUFRQILJSUR
RSWLRQVWRVHWWKHGHIDXOWVFRSHVHWWLQJEHKDYLRU

Comparison of External Dependency


Types
7KHIROORZLQJWDEOHSUHVHQWVWKHGLIIHUHQFHVEHWZHHQD
WUDGLWLRQDO§ROGVW\OHH[WHUQDOUHIHUHQFH¨DORFDOO\EDFNHG
XS§QHZVW\OHH[WHUQDOUHIHUHQFH¨DQGD&RS\*HRPHWU\
IHDWXUH

2OG6W\OH([W5HIV /RFDO%DFNXSV &RS\*HRP)HDWXUHV


+RZLVWKHGHSHQGHQF\ $Q\WLPHDQREMHFWªV 5HIHUHQFH6FRSHVHWWLQJ 8VHUH[SOLFLWO\FKRRVHV
FUHDWHG" IHDWXUHGHSHQGVRQ LVLQHIIHFWDQGWKH2XW WR&RS\*HRPHWU\IURP
JHRPHWU\WKDWGRHVQRW RI6FRSHVHWWLQJLV RQHFRPSRQHQWLQWR
EHORQJWRWKHREMHFWWKH &UHDWH/RFDO&RS\ DQRWKHUDVD&RS\*HRP
IHDWXUHKDVDQH[WHUQDO DQGDQH[WHUQDO )HDWXUH
UHIHUHQFH UHIHUHQFHLVVHOHFWHG
:KDWNLQGRI $OO3UR(1*,1((5 $OO3UR(1*,1((5 $OO3UR(1*,1((5
LQIRUPDWLRQFDQEH JHRPHWU\ JHRPHWU\H[FOXGLQJ JHRPHWU\SOXVH[LVWLQJ
UHIHUHQFHG" UHIHUHQFHVWRDQHQWLUH &RS\*HRPDQG
SDUW HJYLD0HUJH 3XEOLVK*HRPIHDWXUHV
&XW2XW 
:KDWLVWKHEHKDYLRU 'HSHQGLQJRQWKHW\SH 7KHORFDOO\EDFNHGXS 7KHJHRPHWU\FRSLHGE\
ZKHQWKH0DVWHU RIUHIHUHQFLQJIHDWXUHLW JHRPHWU\ZLOOUHPDLQ WKH&RS\*HRPIHDWXUH
*HRPHWU\LVQRWLQ PD\IDLOIUHH]HSUHYHQW IUR]HQZKLOHWKH0DVWHU ZLOOUHPDLQIUR]HQZKLOH
VHVVLRQ" UHGHILQLWLRQRUSUHYHQW *HRPHWU\LV WKH0DVWHU*HRPHWU\LV
PRGLILFDWLRQ XQDYDLODEOH XQDYDLODEOH
&DQWKHEHKDYLRUEH 1R,WLVIHDWXUH <HV7KHORFDOO\FRSLHG <HV7KHORFDOO\FRSLHG
FRQWUROOHGZKHQWKH VSHFLILFDQGLWPD\IDLO JHRPHWU\ZLOOUHPDLQ JHRPHWU\ZLOOUHPDLQ
0DVWHU*HRPHWU\LV IUHH]HHWF IUR]HQE\GHIDXOW,WFDQ IUR]HQE\GHIDXOW,WFDQ
PLVVLQJ" EHPDGHWRIDLOE\ EHPDGHWRIDLOE\
VHWWLQJWKHFRQILJSUR VHWWLQJWKHFRQILJSUR
RSWLRQ RSWLRQ
IDLOBUHIBFRS\BZKHQ IDLOBUHIBFRS\BZKHQ
BPLVVLQJBRULJWR<(6 BPLVVLQJBRULJWR<(6

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
2OG6W\OH([W5HIV /RFDO%DFNXSV &RS\*HRP)HDWXUHV
&DQWKHGHSHQGHQF\EH 1R:KHQHYHUWKHSDUHQW 1R:KHQHYHUWKHSDUHQW <HV7KHGHSHQGHQF\FDQ
FRQWUROOHG" JHRPHWU\LVLQVHVVLRQWKH JHRPHWU\LVLQVHVVLRQWKH EHVZLWFKHGE\UHGHILQLQJ
H[WHUQDOUHIHUHQFHZLOOEH H[WHUQDOUHIHUHQFHZLOOEH WKH'HSHQGHQF\HOHPHQW
XSWRGDWH XSWRGDWH RIWKH&RS\*HRPIHDWXUH
$IWHULWLVVHOHFWHGDVD 1R 1R <HV7KHJHRPHWU\
UHIHUHQFHLVWKH DSSHDUVUHODWLYHWRWKH
JHRPHWU\DYDLODEOHWR UHVWRIWKHSDUWªV
WKHXVHU" JHRPHWU\DVLWGLGLQWKH
FRQWH[WRIWKHDVVHPEO\
ZKHUHWKHJHRPHWU\ZDV
VHOHFWHG
:KDWNLQGRI 1RQH 2QO\JHRPHWU\ *HRPHWU\HQWLW\QDPHV
LQIRUPDWLRQDERXWWKH FRORUVOLQHVW\OHVDQGOD\HU
UHIHUHQFHLVFRSLHG" LQIRUPDWLRQLVFRSLHG
&DQD6WDUW3DUWKDYH 1R&UHDWLQJFRPSRQHQWV <HVEXWWKHXVHUZLOOEH 1R&RS\*HRPHWU\
DQH[WHUQDOUHIHUHQFH E\FRS\LQJVWDUW LQIRUPHGWKDWWKHFRSLHG IHDWXUHVFUHDWHH[WHUQDO
RIWKLVW\SH" FRPSRQHQWVZLWKH[WHUQDO JHRPHWU\ZLOOEHPDGH GHSHQGHQFLHVDQGDUHQRW
UHIHUHQFHVLVQRWDOORZHG SHUPDQHQWO\LQGHSHQGHQW DOORZHGLQVWDUWPRGHOV
,VUHIHUHQFHVWDWXV 1R <HV7KH&RSLHG5HIV <HV&RS\*HRPIHDWXUHV
LQIRUPDWLRQDYDLODEOH FROXPQZLOOLQGLFDWHZKHQ FDQKDYHD&RSLHG5HI
LQWKH0RGHO7UHH" DORFDOEDFNXS
VUHIHUHQFHV VWDWXVRI$FWLYH)UR]HQ
DUH$FWLYH)UR]HQ 6XSSUHVVHG0LVVLQJ25
6XSSUHVVHGRU0LVVLQJ ,QGHSHQGHQW

Object-Specific Reference Scope Control


,QDGGLWLRQWRWKHJOREDOHQYLURQPHQWVFRSHVHWWLQJVZKLFK
DUHDSSOLHGWRHDFKREMHFWDVLWLVVHOHFWHGIRUPRGLILFDWLRQ
LWLVSRVVLEOHWRDVVRFLDWHDSDUWLFXODUVFRSHVHWWLQJDQG
KDQGOLQJIRULQYDOLGUHIHUHQFHVZLWKDSDUWLFXODUREMHFW
7KLVLQIRUPDWLRQLVVWRUHGZLWKWKHREMHFWDQGZLOOEHLQ
HIIHFWIRUWKDWREMHFWLQHYHU\DVVHPEO\LQZKLFKWKHREMHFW
DSSHDUV

16 7RS'RZQ'HVLJQ7DVN*XLGH
Reference Control Model Tree Column
7RKHOS\RXEHWWHUPDQDJHWKHVFRSHVHWWLQJVIRUPXOWLSOH
REMHFWV\RXFDQWXUQRQD0RGHO7UHHFROXPQFDOOHG§5HI
&RQWURO¨7KLVFROXPQZLOOGLVSOD\WKHVFRSHVHWWLQJVDQG
UHIHUHQFHKDQGOLQJVHWWLQJVIRUDOOFRPSRQHQWVRIWKH
DVVHPEO\7KHVHVHWWLQJVFDQEHFKDQJHGE\VHOHFWLQJ
LQGLYLGXDOREMHFWVIRUWKH0RGLI\RSHUDWLRQDQGFKDQJLQJ
WKH5HI&RQWUROVHWWLQJDVZHOODVSUHVVLQJWKHULJKWPRXVH
EXWWRQGLUHFWO\LQWKH0RGHO7UHHSRSXSPHQX

,WLVLPSRUWDQWWRXQGHUVWDQGWKDWWKHUHIHUHQFHFRQWURO
VHWWLQJVRIKLJKHUOHYHOREMHFWVFDQSUHYHQWGHSHQGHQFLHV
IURPEHLQJFUHDWHG7KLVLVH[SODLQHGE\FRQVLGHULQJWKH
DVVHPEO\VWUXFWXUHDQGVFRSHVHWWLQJVVKRZQEHORZ

Figure 24. Object-Specific Scope Control Settings.

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
7KHVHWWLQJRI1RQH3URKLELWRQ68%$60PHDQVWKDW
68%$60FDQKDYHQRH[WHUQDOGHSHQGHQFLHV,I\RXWU\WR
PRGLI\3$57DQGFUHDWHDUHIHUHQFHWR3$57WKLVZLOO
PHDQWKDW68% GXHWRRQHRILWVFRPSRQHQWV3$57 ZLOOKDYHDQ
H[WHUQDOGHSHQGHQF\RQ3$57%HFDXVHWKLVLVSURKLELWHG
E\68%ªVVFRSHVHWWLQJZKHQ3$57LVVHOHFWHGDVD
UHIHUHQFHWKHV\VWHPLQIRUPV\RXWKDWWKHVHOHFWHG
UHIHUHQFHLVRXWRIVFRSH2WKHUUHIHUHQFHVFUHDWHGZKLOH
PRGLI\LQJ3$57WRDQ\RIWKHFRPSRQHQWVZKLFKEHORQJWR
68%DUHDOORZHGVLQFHWKH\GRQRWYLRODWHDQ\VFRSH
VHWWLQJ
1RWHV

• 7KHH[WHUQDOUHIHUHQFHVFRSHFRQWUROLVDUXQWLPH
FKHFN7KDWLVLIDFRPSRQHQWKDVDVFRSHVHWWLQJ
RI$OODQG\RXFUHDWHVRPHH[WHUQDOUHIHUHQFHV
IURPWKDWFRPSRQHQWEHIRUHFKDQJLQJWKHVFRSH
VHWWLQJWR1RQHWKHV\VWHPGRHVQRWLQWHUSUHWWKLV
DVDYLRODWLRQ7KHVFRSHFRQWUROWRROVKRXOGEH
XVHGWRFXUEWKHFUHDWLRQRIH[WHUQDOUHIHUHQFHV
QRWWRLQYHVWLJDWHWKHH[LVWHQFHRIH[WHUQDO
UHIHUHQFHV

• ,IWKHUHDUHREMHFWVSHFLILFVHWWLQJVDVZHOODVDQ
HQYLURQPHQWVHWWLQJIRUVFRSHFRQWUROWKHPRUH
UHVWULFWLYHVHWWLQJZLOODOZD\VEHHQIRUFHGE\WKH
V\VWHP

Task 10 : Becoming Familiar with Object-Specific


Scope Control and Invalid Reference Handling
 5HWULHYHDVPDOODVVHPEO\LQWR3UR(1*,1((5,I
SRVVLEOHXVHDQDVVHPEO\WKDWFRQWDLQVQRSDUWVZLWK
H[WHUQDOUHIHUHQFHV

 &UHDWHDQHZSDUWLQWKHDVVHPEO\XVLQJWKH/RFDWH
'HIDXOW'DWXPVRSWLRQ

 6HWWKHUHIHUHQFHVFRSHRIWKHQHZSDUWE\VHOHFWLQJ
0RGLI\!0RGLI\3DUW6HOHFWWKHQHZSDUWDQG
FKRRVH5HI&RQWURO

18 7RS'RZQ'HVLJQ7DVN*XLGH
 6HOHFWD6FRSHRI1RQHDQGVHWWKHRXWRIVFRSH
UHIHUHQFHKDQGOLQJWR3URKLELW2XW2I6FRSH
5HIHUHQFHV

 %HJLQWRFUHDWHDVNHWFKHGGDWXPFXUYHE\FKRRVLQJ
)HDWXUH!&UHDWH!'DWXP!&XUYH!6NHWFK

 6HW\RXUVNHWFKLQJSODQHWRRQHRIWKHSODQHVLQ\RXU
QHZSDUWDQGVHOHFW'HIDXOWWRRULHQWWKHVNHWFK

 6NHWFKDVLPSOHFLUFOH7U\WRFUHDWHDGLPHQVLRQIURP
WKHFLUFOHFHQWHUWRDVWUDLJKWHGJHRQDQRWKHUSDUW

 1RWLFHWKHHUURUPHVVDJH§5HIHUHQFHFDQQRWEHXVHG
GXHWRWKHVFRSHVHWWLQJRI121(IRU\RXUSDUW!¨

 &KDQJH\RXUSDUWVSHFLILFUHIHUHQFHVFRSHWR$OO

 1RZ\RXZLOOEHDEOHWRFUHDWHWKHGLPHQVLRQ%HVXUH
WRGLPHQVLRQWRDVROLGVXUIDFHRIDQRWKHUSDUW

 )LQLVKWKHVNHWFKDQGVHOHFW'RQHWRFRPSOHWHWKH
IHDWXUH

 ,QWKLVVWHS\RXFUHDWHGDQ§ROGVW\OH¨UHIHUHQFH1R
FRSLHVRIDQ\NLQGZHUHPDGHRIWKHJHRPHWU\\RX
UHIHUHQFHGGXULQJWKHFUHDWLRQRIWKHGDWXPFXUYH

 6DYH\RXUSDUW

 &KDQJHWKHSDUWªVUHIHUHQFHVFRSHWR1RQH6HWWKH
UHIHUHQFHKDQGOLQJWR§&RS\RXWRIVFRSHUHIHUHQFHV¨

 5HSHDWWKHSURFHGXUHWRFUHDWHDQRWKHUVLPSOHVNHWFKHG
GDWXPFXUYH7KLVWLPHZKHQ\RXDWWHPSWWRFUHDWHWKH
GLPHQVLRQWRWKHRWKHUSDUWFRQILUPWKHFRS\LQJRIWKH
H[WHUQDOUHIHUHQFHJHRPHWU\

 )LQLVKWKHVNHWFKDQGVHOHFW'RQHWRFRPSOHWHWKH
IHDWXUH

 ,QWKLVVWHS\RXFUHDWHGDQHZORFDOEDFNXSUHIHUHQFH
,QYLVLEOHFRSLHVRIWKHUHIHUHQFHJHRPHWU\ZHUHFUHDWHG
LQ\RXUSDUW,QWKHIROORZLQJVWHSV\RXZLOOUHSHDWWKH
SURFHVVEXWWKLVWLPH\RXZLOOFUHDWHD&RS\*HRP
IHDWXUHWRUHIHUHQFH\RXUVNHWFKHGGDWXPFXUYHWR

 &KDQJHWKHUHIHUHQFHVFRSHWR$OO

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
 &UHDWHD&RS\*HRPIHDWXUHDQGPDNHDFRS\LQ\RXU
SDUWRIZKDWHYHUHQWLWLHV\RXQHHGWRUHIHUHQFHDQRWKHU
VNHWFKHGFLUFOHWR<RXZLOORQO\QHHGWZRHGJHVRU
SODQHVWKDWDUHQRQSDUDOOHO.HHSWKH&RS\*HRP
IHDWXUHGHSHQGHQWIRUQRZ

 &UHDWHDWKLUGVNHWFKHGGDWXPFXUYHWKLVWLPH
UHIHUHQFLQJWKH&RS\*HRPIHDWXUHZLWK\RXU
GLPHQVLRQV

 6DYH\RXUDVVHPEO\DQGSDUW

 (UDVHWKHDVVHPEO\DQGDOORILWVFRPSRQHQWVIURP
PHPRU\

 5HWULHYHWKHQHZSDUW

 7U\WRPRGLI\WKHILUVWVNHWFKHGGDWXPFXUYH

 1RWLFHWKDWWKHGLPHQVLRQVWKDW\RXFUHDWHGWRWKH
RWKHUSDUW V GRQRWVKRZDQGFDQQRWEHPRGLILHG7KLV
LVDUHVXOWRIFUHDWLQJDQ©ROGVW\OHªH[WHUQDOUHIHUHQFH
DQGQRWUHWULHYLQJDOOWKDWLVUHTXLUHGWRUHVROYHWKDW
UHIHUHQFH$OVRQRWHWKHPHVVDJH§:DUQLQJ'LPHQVLRQ
IRXQGZLWKH[WHUQDOUHIHUHQFHWR<RXU$VVHPEO\!QRW
VKRZQ¨

 7U\WRPRGLI\WKHVHFRQGGDWXPFXUYH

 1RWLFHWKDWWKHGLPHQVLRQVWKDW\RXFUHDWHGWRWKH
RWKHUSDUW V LQWKHDVVHPEO\GRVKRZXSEXWWKH\DUH
GLPHQVLRQVWRLQYLVLEOHHQWLWLHV7KLVLVDUHVXOWRI
GLPHQVLRQLQJWRRXWRIVFRSHUHIHUHQFHV

 0RGLI\WKDWGLPHQVLRQ5HJHQHUDWH\RXUPRGHO

 1RWLFHWKDWWKHIHDWXUHXSGDWHGDFFRUGLQJWR\RXU
FKDQJHV7KLVLVRQHRIWKHEHQHILWVRIPDNLQJWKHORFDO
EDFNXSFRS\RIWKDWJHRPHWU\

 0RGLI\DQGUHJHQHUDWHWKHWKLUGGDWXPFXUYH

1RWLFHWKDWQRWRQO\FDQ\RXPRGLI\WKHGLPHQVLRQV
DQGVXFFHVVIXOO\UHJHQHUDWHWKHIHDWXUHEXWWKDW\RX
FDQVHHZKDWWKHGLPHQVLRQVDUHUHIHUHQFLQJEHFDXVH
\RXFDQVHHWKH&RS\*HRPIHDWXUH

20 7RS'RZQ'HVLJQ7DVN*XLGH
Understanding External References
5HIHUHQFHVDUHWKHIRXQGDWLRQRIPRGHOLQJZLWK
3UR(1*,1((5(YHU\IHDWXUHLQDGHVLJQPXVWEHORFDWHG
UHODWLYHWRRWKHUIHDWXUHVYLDUHIHUHQFHV5HIHUHQFHV
GHWHUPLQHKRZGHVLJQLQWHQWLVFRPPXQLFDWHGWKURXJKRXWD
PRGHODQGKRZFKDQJHVZLOOEHSURSDJDWHG8QGHUVWDQGLQJ
WKHUHODWLRQVKLSVWKDWH[LVWGXHWRWKHVHUHIHUHQFHVLVWKH
NH\WRDVVHPEO\GHVLJQPDQDJHPHQW$FOHDU
XQGHUVWDQGLQJRIWKHUHODWLRQVKLSVWKDWFRPSRVH\RXU
GHVLJQOHDGVWRDFOHDUHUXQGHUVWDQGLQJRIWKHGHVLJQLWVHOI
7KLVXQGHUVWDQGLQJLVPRVWLPSRUWDQWZKHQGHVLJQ
FKDQJHVQHHGWREHPDGH:KHWKHUWKHFKDQJHLVWKH
UHGHILQLWLRQUHURXWLQJRUUHPRYDORIVRPHIHDWXUHRUD
PRGLILFDWLRQWRVRPHGLPHQVLRQIHDWXUHUHIHUHQFHVDUHWKH
SDWKE\ZKLFKWKHVHPRGLILFDWLRQVZLOOEHGLVWULEXWHG
WKURXJKRXWWKHDVVHPEO\

:KHQ\RXFUHDWHDIHDWXUH\RXVHOHFWJHRPHWU\ UHIHUHQFHV
IURPWKHPRGHOWRGHILQHWKHIHDWXUHªVORFDWLRQUHODWLYHWR
WKHUHVWRIWKHJHRPHWU\LQWKHDVVHPEO\6RPHW\SLFDO
UHIHUHQFHVDUHVNHWFKLQJSODQHVRUWUDMHFWRULHVRUVRPH
GLPHQVLRQLQJUHIHUHQFH,QJHQHUDOHGJHVFXUYHVSRLQWV
SODQHVDQGVXUIDFHVDUHHQWLWLHVEHORQJLQJWRSDUHQW
IHDWXUHVWKDWFDQEHUHIHUHQFHGE\VXEVHTXHQWFKLOGUHQ
IHDWXUHV:KHQDVROLGVXUIDFHLVVHOHFWHGDVWKHVNHWFKLQJ
SODQHIRUDFXWIHDWXUH\RXVD\WKDWWKHFXWIHDWXUH
UHIHUHQFHVWKHVXUIDFH,IWKHVXUIDFHVRPHKRZEHFRPHV
XQDYDLODEOHWKHQWKHUHZLOOEHDSUREOHPZKHQWKHFXWLV
UHJHQHUDWHG

Figure 25. External Reference Schematic.

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
([WHUQDOUHIHUHQFHVDUHFUHDWHGLQWKHFRQWH[WRI
DVVHPEOLHVDQGWKHH[WHUQDOGHSHQGHQF\§SDWK¨IROORZVWKH
VKRUWHVWFRQQHFWLQJURXWHEHWZHHQWKHFKLOGDQGSDUHQW
7KDWLVDVLVVKRZQE\WKHSUHFHGLQJVFKHPDWLFDUHIHUHQFH
IURPDIHDWXUHLQ3SUWWRDQHQWLW\LQ3SUWSDVVHV
WKURXJK723DVP,IWKHSDUHQWHQWLW\KDGEHHQLQ3WKH
SDWKRIWKHUHIHUHQFHZRXOGRQO\SDVVDVKLJKDV68%DVP

5HJDUGOHVVRIKRZIDUDZD\LWLVLIWKHUHIHUHQFHGHQWLW\LV
PLVVLQJWKHQWKHIHDWXUHLQ3SUWZLOOIDLOXSRQ
UHJHQHUDWLRQ$GGLWLRQDOO\EHFDXVHWKLVLVDQH[WHUQDO
UHIHUHQFHLIDQ\RIWKHQHFHVVDU\REMHFWVEHWZHHQWKH
UHIHUHQFLQJIHDWXUHLQ3SUWDQGWKHUHIHUHQFHGHQWLW\LQ
3SUWDUHPLVVLQJWKHV\VWHPZLOOUHSRUWSUREOHPVZLWK
WKHIHDWXUHªVUHJHQHUDWLRQ7KLVFROOHFWLRQRIREMHFWV
QHHGHGWRORFDWHWKHUHIHUHQFLQJIHDWXUHUHODWLYHWRWKH
UHIHUHQFHGHQWLW\LVWKH§SDWKRIWKHUHIHUHQFH¨,IDQ\RI
WKHLWHPVDORQJWKLVSDWKEHWZHHQWKHIHDWXUHDQGWKH
HQWLW\DUHPLVVLQJWKHUHZLOOEHSUREOHPVZLWKWKH
UHJHQHUDWLRQRIWKHPRGHO

$QDGGLWLRQDOSRLQWWRFRQVLGHULVWKDWLI3357LVFKHFNHG
RXWRIWKH3UR3'0GDWDEDVHZLWK§$OO'HSHQGHQWV¨WKH
HQWLUH723$60ZLOOEHFKHFNHGRXWDVZHOO

%HFDXVHRIWKHVHSRWHQWLDOSLWIDOOVLWLVLPSRUWDQWWREHDEOH
WRXVHWKHWRROVLQ3UR(1*,1((5WRLQYHVWLJDWH\RXU
PRGHOªVGHSHQGHQFLHVDQGHQVXUHWKDWWKH\DUHEHKDYLQJ
WKHZD\\RXZDQWWKHPWR0DQ\RIWKHSUREOHPVZLWK
PDLQWDLQLQJGHVLJQVLQ3UR(1*,1((5HVSHFLDOO\GHVLJQV
WKDWDUHDOZD\VFKDQJLQJFDQEHEHVWVROYHGZLWKDQ
XQGHUVWDQGLQJRIWKHGHVLJQªVUHIHUHQFHV,QWKLVVHFWLRQ
\RXZLOOUHDGDERXWWKHUHFRPPHQGHGWRROVIRU
LQYHVWLJDWLQJXQGHUVWDQGLQJDQGFRUUHFWLQJSUREOHPV
LQYROYLQJUHIHUHQFHV

22 7RS'RZQ'HVLJQ7DVN*XLGH
Copied References Model Tree Column
7KH&RSLHG5HIVFROXPQLQWKH0RGHO7UHHDOORZV\RXWR
VHHWKHVWDWXVRIWKHUHIHUHQFHVIRULQGLYLGXDOIHDWXUHV
7KLVFROXPQZLOOSURYLGHLQIRUPDWLRQDERXWWKHVWDWXVRID
IHDWXUHVIRU

• &RS\*HRPHWU\IHDWXUHV

• )HDWXUHVZLWKDORFDOEDFNXSFRS\RIDQH[WHUQDO
UHIHUHQFH

,I\RXH[SHULHQFHUHJHQHUDWLRQIDLOXUH\RXFDQXVHWKH
UHVXOWVLQWKLVFROXPQDV\RXUILUVWFOXHWRGHWHUPLQLQJWKH
QDWXUHRIDSUREOHP7KLVFROXPQLVDOVRKHOSIXOIRU
LGHQWLI\LQJUHIHUHQFHSUREOHPVHYHQEHIRUHUHJHQHUDWLRQ

7KHSRVVLEOHDUJXPHQWVIRUWKHVWDWXVRIDIHDWXUHªV
UHIHUHQFHVDVGLVSOD\HGLQWKH&RSLHG5HIVFROXPQDUH

• $FWLYH7KHUHIHUHQFHSDWKLVFRPSOHWHDQGWKH
UHIHUHQFHLVDFFHVVLEOH

◊ :KHQWKHIHDWXUHZDVODVWUHJHQHUDWHGDOO
UHIHUHQFHVQHFHVVDU\WRORFDWHWKHIHDWXUHZHUH
SUHVHQW

◊ $Q\SUREOHPVZLWKWKHIHDWXUHDUHOLNHO\DUHVXOW
RIFKDQJHVWRWKHSDUHQWIHDWXUH7KHGLPHQVLRQV
RIWKHSDUHQWIHDWXUHPD\KDYHFKDQJHGVXFKWKDW
\RXUIHDWXUHFDQQRORQJHUEHFRQVWUXFWHG
,QYHVWLJDWLRQRIWKHSUREOHPVKRXOGIRFXVRQWKH
IDLOHGIHDWXUHDQGWKHSDUHQWIHDWXUH

• )UR]HQ7KHSDWKLVQRWFRPSOHWHVRWKHUHIHUHQFHLV
LQDFFHVVLEOH

◊ 7KHSDUHQWFRPSRQHQWRURQHRIWKHRWKHU
FRPSRQHQWVLQWKHSDWKDUHQRWLQPHPRU\

◊ 7RGHWHUPLQHPRUHDERXWWKHPLVVLQJREMHFWXVH
WKH*OREDO5HIHUHQFH9LHZHUDVGHVFULEHGLQWKH
QH[WVHFWLRQ%\WUDYHUVLQJWKURXJKWKHDVVHPEO\
VWUXFWXUHLQIRUPDWLRQDERXWPLVVLQJPRGHOVFDQ
EHGHWHUPLQHG

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
◊ 1RWHWKDWDIHDWXUHZLWKIUR]HQUHIHUHQFHVKDVQRW
IDLOHG$OORIWKHIHDWXUHªVUHIHUHQFHVDUHVLPSO\
VWRUHGE\WKHV\VWHPLQWKHODVWORFDWLRQZKHUH
WKH\ZHUHVXFFHVVIXOO\UHJHQHUDWHG$OWKRXJK
\RXUPRGHOZLOOUHJHQHUDWHVXFFHVVIXOO\ZLWK
IUR]HQUHIHUHQFHVIHDWXUHVZLWKIUR]HQUHIHUHQFHV
PLJKWQRWEHFRPSOHWHO\XSWRGDWHZLWKDOORIWKH
PRGHOVXSRQZKLFKWKH\GHSHQG

• 6XSSUHVVHG7KHSDWKLVFRPSOHWHWRWKHUHIHUHQFHG
SDUHQWREMHFWEXWWKHUHIHUHQFHGIHDWXUHKDVEHHQ
VXSSUHVVHG

• 0LVVLQJ7KHSDWKLVFRPSOHWHWRWKHUHIHUHQFHG
SDUHQWREMHFWEXWWKHUHIHUHQFHGJHRPHWU\KDVEHHQ
GHOHWHG

◊ ,IDIHDWXUHªVUHIHUHQFHVDUHVXSSUHVVHGRU
PLVVLQJSUREOHPVZLWKUHJHQHUDWLQJWKDWIHDWXUH
DUHDUHVXOWRIVXSSUHVVLRQRUGHOHWLRQRIWKH
SDUHQWIHDWXUHRUJHRPHWU\

◊ )XUWKHULQYHVWLJDWLRQVKRXOGIRFXVRQWKHSDUHQW
IHDWXUH

• ,QGHSHQGHQW RQO\IRU&RS\*HRPHWU\IHDWXUHV
7KHSDWKPD\RUPD\QRWEHFRPSOHWH7KHIHDWXUHLV
QRWORRNLQJWRUHVROYHWKHUHIHUHQFHEHFDXVHLWKDV
PDQXDOO\EHHQVHWWREH§LQGHSHQGHQW¨

◊ 7RUHVXPHWKHGHSHQGHQF\RIWKH&RS\*HRPHWU\
IHDWXUHRQWKHSDUHQWJHRPHWU\ZKLFKLW
UHIHUHQFHVVZLWFKWKHIHDWXUHV'HSHQGHQF\
HOHPHQWEDFNRQ

◊ 2QFHWKHIHDWXUHLV§ORRNLQJ¨IRULWVUHIHUHQFHVWKH
&RSLHG5HIVFROXPQZLOOUHSRUWWKHVWDWXVRIWKRVH
UHIHUHQFHVYLDRQHRIWKHRWKHUYDOXHVGHVFULEHGLQ
WKLVVHFWLRQ

24 7RS'RZQ'HVLJQ7DVN*XLGH
◊ $OWKRXJKFKDQJLQJWKH'HSHQGHQF\HOHPHQWWR
,QGHSHQGHQWZLOODOORZD&RS\*HRPIHDWXUHWR
EHFRPHIUR]HQDQGSRWHQWLDOO\DOORZWKHPRGHOWR
EHUHXVHGLQRWKHUGHVLJQVGDWDPDQDJHPHQW
LVVXHVZLOOVWLOOH[LVW$VIDUDV3UR3'0LV
FRQFHUQHGWKHUHLVVWLOODGHSHQGHQF\EHWZHHQWKH
PRGHOZLWKWKH&RS\*HRPHWU\IHDWXUHDQGWKH
RWKHUFRPSRQHQWVLWUHIHUHQFHVDVORQJDVWKH
&RS\*HRPHWU\IHDWXUHH[LVWV

1RWH,ID&RS\*HRPHWU\IHDWXUHRUDQ\RWKHUIHDWXUH
ZLWKORFDOO\EDFNHGXSH[WHUQDOUHIHUHQFHVKDVPRUH
WKDQRQHSDUHQWIHDWXUHREMHFWDQGDQ\RQHRIWKRVH
SDUHQWIHDWXUHVREMHFWVDUHLQDFWLYH )UR]HQ
0LVVLQJ6XSSUHVVHG WKHQWKH§&RSLHG5HIV¨
FROXPQZLOOUHSRUWWKLVDFFXUDWHO\7KHUHIHUHQFHV
WKDWDUHVWLOODFWLYHZLOOXSGDWHFRUUHFWO\ZLWK
FKDQJHVWRWKHLUSDUHQWV

Task 11 : Investigating External References Using the


Model Tree
 5HWULHYHWKHDVVHPEO\DQGQHZSDUW\RXFUHDWHGLQWKH
SUHYLRXVH[DPSOH

 2SHQWKH0RGHO7UHH

 6KRZIHDWXUHV

 $GGWKH&RSLHG5HIVFROXPQ

 ([SDQGWKHQHZSDUWWRVKRZLWVIHDWXUHV,IQRWKLQJ
KDVFKDQJHGLQWKLVDVVHPEO\IURPWKHHQGRIWKHODVW
H[DPSOH\RXVKRXOGVHHWKDW&RSLHG5HIVDUHDFWLYHIRU
WKHPLGGOHFXUYHDQGWKH&RS\*HRPIHDWXUH

 6XSSUHVVWKHIHDWXUHVRIWKHFRPSRQHQWVWKDWDUH
UHIHUHQFHGE\WKHPLGGOHFXUYH,I\RXGRQRWUHPHPEHU
ZKDWIHDWXUHV\RXUHIHUHQFHGXVH,QIR!
3DUHQW&KLOG!5HIHUHQFHVWRVHHWKHUHIHUHQFH
IHDWXUHVRI\RXUGDWXPFXUYH

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
 1RWLFHWKDWWKH&RSLHG5HIVFROXPQVWDWXVKDVFKDQJHG
WR6XSSUHVVHGIRUWKDWIHDWXUH6LPLODUO\LI\RXZHUHWR
GHOHWHWKDWIHDWXUHWKHVWDWXVZRXOGUHSRUWWKDWLWZDV
0LVVLQJ

 5HGHILQHWKH&RS\*HRPIHDWXUH&KDQJHLWV
'HSHQGHQF\WR,QGHSHQGHQW

 1RWLFHKRZWKH0RGHO7UHHXSGDWHVZLWK§,QGHSHQGHQW¨
LQWKH&RSLHG5HIVFROXPQ,ID&RS\*HRPIHDWXUHLV
LQGHSHQGHQWWKH&RSLHG5HIVFROXPQZLOOVKRZDVWDWXV
RI§,QGHSHQGHQW¨UHJDUGOHVVRIWKHVWDWXVRIWKHSDUHQWV
RIWKDWIHDWXUH

 5HGHILQHWKH&RS\*HRPIHDWXUHWREHGHSHQGHQWDJDLQ

 6XSSUHVVWKHFRPSRQHQW V WKDWFRQWDLQWKHIHDWXUHV


\RXUHIHUHQFHGIRUWKH&RS\*HRPIHDWXUH,I\RXGRQRW
UHPHPEHUZKDWFRPSRQHQWV\RXUHIHUHQFHGXVH,QIR!
3DUHQW&KLOG!5HIHUHQFHVWRGHWHUPLQHWKHP

 1RWLFHKRZWKH0RGHO7UHHKDV©)52=(1ªLQWKHFRSLHG
UHIVFROXPQ

 6DYHWKLVDVVHPEO\IRUXVHODWHUZKHQH[SHULPHQWLQJ
ZLWKWKH*OREDO5HIHUHQFH9LHZHU

Global Reference Viewer Tool


:KHQWKHIHDWXUHLQYROYHGLQDGHSHQGHQF\WKDWLVJLYLQJ
\RXWURXEOHZDVQRWFUHDWHGZLWKDORFDOO\EDFNHGXSFRS\
WKH&RSLHG5HIHUHQFHV0RGHO7UHHFROXPQZLOOQRWSURYLGH
DQ\LQVLJKW,QVWHDG\RXPXVWLQYRNHWKH*OREDO
5HIHUHQFH9LHZHUZKLFKLVDWRROWKDWZLOOSUHVHQWWR\RX
LQIRUPDWLRQDERXWWKHGHSHQGHQFLHVRIDOOIHDWXUHVLQWKH
ZRUNLQJPRGHO7KLVWRROLVYHU\XVHIXOIRULQYHVWLJDWLQJ
ZK\DIHDWXUHLVIDLOLQJRUXQGHUVWDQGLQJWKHUDPLILFDWLRQV
RIVRPHIHDWXUHGHOHWLRQRURWKHUFKDQJHWRWKHGHVLJQ,WLV
UHFRPPHQGHGWKDW\RXXVHWKH*OREDO5HIHUHQFH9LHZHUWR
LQYHVWLJDWHIHDWXUHVªGHSHQGHQFLHVEHIRUHGHOHWLQJRU
UHGHILQLQJWKHP7KLVZLOODOORZ\RXWRIL[WKHIHDWXUHV
GHSHQGHQFLHVILUVWVRWKDWWKHGHOHWLRQRUUHGHILQLWLRQ
RSHUDWLRQZLOOQRWFDXVHDQ\XQH[SHFWHGIDLOXUHV

26 7RS'RZQ'HVLJQ7DVN*XLGH
Using the Global Reference Viewer
7KH*OREDO5HIHUHQFH9LHZHULVLQYRNHGIURPWKH,QIR
PHQXE\VHOHFWLQJWKH*OREDO5HI9LHZHURSWLRQ,WLV
DYDLODEOHZKHQZRUNLQJRQLQGLYLGXDOSDUWVDVZHOODV
DVVHPEOLHVDQGSURYLGHVDVPXFKLQIRUPDWLRQDERXWWKH
PRGHOªVUHIHUHQFHVDVLVDYDLODEOHLQVHVVLRQ

7KHWRROFRQVLVWVRIWZRZLQGRZVWKH)LOWHUHG0RGHO7UHH
DQGWKH3DUHQW&KLOG:LQGRZ

• 7KH)LOWHUHG0RGHO7UHHZKLFKLVLQLWLDOO\GLVSOD\HG
ZKHQWKHWRROLVLQYRNHGLVDFXVWRPL]DEOHURDGPDSRI
WKHDVVHPEO\'HSHQGLQJRQWKHW\SHRIUHIHUHQFHVWKDW
\RXDUHLQWHUHVWHGLQRUWKHW\SHRISUREOHP\RXDUH
WU\LQJWRLGHQWLI\\RXFDQFXVWRPL]HWKHFRQWHQWVRI
WKLV0RGHO7UHHWRVKRZRQO\PRGHOVRILQWHUHVW

• 2QFH\RXKDYHLGHQWLILHGDPRGHOWKDW\RXDUH
LQWHUHVWHGLQ\RXPD\LQYRNHWKH3DUHQW&KLOG
:LQGRZIRUWKDWPRGHO7KLVZLQGRZZLOODOORZ\RXWR
H[SORUHWKHGHSHQGHQFLHVWKDWWKHFXUUHQWPRGHOLV
LQYROYHGLQ

The Filtered Model Tree


6LPLODUWRWKHUHJXODU0RGHO7UHHWKH)LOWHUHG0RGHO7UHH
LVDJUDSKLFDOUHSUHVHQWDWLRQRIWKHDVVHPEO\VWUXFWXUH
<RXFDQILOWHULWªVFRQWHQWVWRVKRZRQO\FRPSRQHQWV
LQYROYHGLQWKHSDUWLFXODUW\SHVRIGHSHQGHQFLHVWKDW\RX
DUHLQWHUHVWHGLQ7KH)LOWHUHG0RGHO7UHHZLOOGLVSOD\DOO
RIWKHIHDWXUHVRUFRPSRQHQWVLQWKHDVVHPEO\WKDWKDYH
UHIHUHQFHVRIWKHW\SHVSHFLILHGLQWKHILOWHUVDVZHOODV
WKRVHIHDWXUHVRUFRPSRQHQWVWKDWDUHUHIHUHQFHGE\RWKHU
REMHFWVYLDWKHVSHFLILHGW\SHRIUHIHUHQFHV7KDWLV
ZKHWKHUDQREMHFWLVDSDUHQWRUDFKLOGSDUWLFLSDQWLQD
SDUWLFXODUW\SHRIUHIHUHQFHWKH\ZLOOEHOLVWHGLQWKH
)LOWHUHG0RGHO7UHHSURYLGLQJDVXIILFLHQWIUDPHZRUNIRU
\RXULQYHVWLJDWLRQ

7KHUHDUHWKUHHFDWHJRULHVRIILOWHUVDOORIZKLFKFDQEH
XVHGWRLGHQWLI\PRGHOVZLWKSDUWLFXODUW\SHVRIUHIHUHQFHV
WKDW\RXPD\EHLQWHUHVWHGLQ

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
5HIHUHQFH7\SH)LOWHUV

7KHILUVWFROOHFWLRQRIILOWHUVFRQWUROVWKHGLVSOD\RIDPRGHO
EDVHGRQKRZLWVUHIHUHQFHVZHUHFUHDWHG7KHWKUHHW\SHV
RIUHIHUHQFHVDUHGHVFULEHGEHORZ

)HDWXUH)HDWXUHUHIHUHQFHVDUHWKHPRVWFRPPRQW\SH
RIUHIHUHQFHVLQ3UR(7KH\DUHWKHGHSHQGHQFLHVEHWZHHQ
GLIIHUHQWIHDWXUHVLQDGHVLJQFUHDWHGLQWKHFRQWH[WRID
VLQJOHSDUWRULQWKHFRQWH[WRIDQDVVHPEO\

0RGHO0RGHOUHIHUHQFHVDUHFUHDWHGLQWKHFRQWH[WRIDQ
DVVHPEO\DQGDUHDOZD\VH[WHUQDOUHIHUHQFHV$0RGHO
UHIHUHQFHLVFUHDWHGZKHQ\RXSHUIRUPDQRSHUDWLRQOLNH
0HUJHRU&XW2XWZKHUHDGLUHFWGHSHQGHQF\EHWZHHQ
WZRPRGHOVLVFUHDWHG7KLVLVGLIIHUHQWIURPD)HDWXUH
UHIHUHQFHLQWKDWWKH)HDWXUHUHIHUHQFHDOZD\VUHTXLUHV
WKHPRGHOZKHUHLWZDVFUHDWHGWREHPDLQWDLQHG7KDWLV
LILWZDVFUHDWHGLQDQDVVHPEO\LWZLOORQO\FRQWLQXHWR
H[LVWLQWKHFRQWH[WRIWKDWDVVHPEO\$0RGHOUHIHUHQFH
GRHVQRWUHTXLUHWKHDVVHPEO\WREHPDLQWDLQHG$0RGHO
UHIHUHQFHLVDOVRGLIIHUHQWWKDQD&RPSRQHQWUHIHUHQFH
ZKLFKUHODWHVWZRREMHFWVLQWKHFRQWH[WRIDQDVVHPEO\$
0RGHOUHIHUHQFHLVGHILQHGLQWKHFRQWH[WRIDQDVVHPEO\
WKDWLVKRZ\RXJHWWKHLQLWLDOUHODWLYHSODFHPHQWRIWKH
FRPSRQHQWV EXWRQFHWKHGHSHQGHQF\H[LVWVWKH§&RQWH[W¨
DVVHPEO\LVQRORQJHUQHFHVVDU\IRUWKHGHSHQGHQF\WREH
PDLQWDLQHG

&RPSRQHQW&RPSRQHQWUHIHUHQFHVDUHFUHDWHGZKHQ
SODFLQJFRPSRQHQWVUHODWLYHWRRQHDQRWKHULQDQDVVHPEO\
:KHQDSDUWLVDGGHGWRDQDVVHPEO\D§&RPSRQHQW
IHDWXUH¨LVFUHDWHGLQWKHDVVHPEO\WRNHHSWUDFNRIKRZWKH
SDUWVKRXOGEHSODFHG7KHFRPSRQHQWIHDWXUHUHPHPEHUV
ZKDWSDUWLVLQFOXGHGLQWKHVXEDVVHPEO\DVZHOODVWKH
SDUWHQWLWLHVDQGDVVHPEO\HQWLWLHVWKDWZHUHXVHGWRSODFH
WKHSDUW

:KHQLQYHVWLJDWLQJ&RPSRQHQWUHIHUHQFHVRQO\
VXEDVVHPEOLHVDQGFRPSRQHQWIHDWXUHVDUHOLVWHGLQWKH
0RGHO7UHH+RZHYHULQSDUHQWKHVLVQH[WWRHDFK
FRPSRQHQWIHDWXUHLVVKRZQWKHSDUWWKDWLWSODFHV

28 7RS'RZQ'HVLJQ7DVN*XLGH
5HIHUHQFH([WHQW)LOWHUV

7KLVILOWHUFDXVHVWKH)LOWHUHG0RGHO7UHHWRGLVSOD\

• RQO\REMHFWVZKLFKKDYHORFDOUHIHUHQFHV

• RQO\REMHFWVZKLFKKDYHH[WHUQDOUHIHUHQFHV

• REMHFWVZKLFKKDYHHLWKHUORFDORUH[WHUQDOUHIHUHQFHV

7KHDELOLW\WRHDVLO\LGHQWLI\PRGHOVLQDQDVVHPEO\ZLWK
H[WHUQDOUHIHUHQFHVLVTXLWHXVHIXOHVSHFLDOO\LI\RXªUH
WU\LQJWRDGRSWDSUDFWLFHRISURKLELWLQJWKHPDOWRJHWKHU

'LVSOD\HG2EMHFW)LOWHUV

$VPHQWLRQHGHDUOLHUDOOREMHFWVZKHWKHUWKH\DUHWKH
UHIHUHQFHG DQGDFWDVDSDUHQW RUUHIHUHQFLQJ DQGDFWDVD
FKLOG IHDWXUHZLOOEHOLVWHGLQWKH)LOWHUHG0RGHO7UHH)RU
723DVPVKRZQEHORZZKHUHWKHUHLVDVLQJOHH[WHUQDO
UHIHUHQFHEHWZHHQ3SUWDQG3SUWWKH)LOWHUHG0RGHO
7UHHZLOOKDYHERWK3SUWDQG3SUWOLVWHGZKHQ
LQYHVWLJDWLQJH[WHUQDOUHIHUHQFHV
Figure 26. External Reference Example

7KH'LVSOD\HG2EMHFWVHWWLQJJLYHV\RXWKHDELOLW\WRILOWHU
WKLVOLVWWRGLVSOD\

• 2QO\WKRVHREMHFWVWKDWKDYHFKLOGUHQRIWKHVSHFLILHG
UHIHUHQFHW\SH

,I\RXDUHRQO\LQWHUHVWHGLQWKRVHREMHFWVWKDWDUH
H[WHUQDOO\UHIHUHQFHGE\RWKHUREMHFWV WKDWLVWKH\DUH
XVHGDVH[WHUQDOFKLOGUHQ \RXPD\FKRRVHWRGLVSOD\
WKHPRQO\XVLQJWKH§2EMHFWVZLWK&KLOGUHQ¨ILOWHU

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
• 2QO\WKRVHREMHFWVWKDWKDYHSDUHQWVRIWKHVSHFLILHG
UHIHUHQFHW\SH

,I\RXDUHLQWHUHVWHGLQRQO\WKRVHREMHFWVWKDW
H[WHUQDOO\UHIHUHQFHRWKHUJHRPHWU\ WKDWLVWKH\KDYH
H[WHUQDOSDUHQWV \RXPD\FKRRVHWRGLVSOD\WKHP
XVLQJWKH§2EMHFWVZLWK3DUHQWV¨RSWLRQ

• $OOREMHFWVWKDWKDYHHLWKHUSDUHQWVRUFKLOGUHQRIWKH
VSHFLILHGUHIHUHQFHW\SH

)LOWHU1RWH

$OWKRXJKWKH\DUHQRWWUXHH[WHUQDOUHIHUHQFHVLQWKHWHUPV
\RXKDYHGLVFXVVHGVRIDUZKHQDSDUWLVSODFHGLQDQ
DVVHPEO\E\VHOHFWLQJUHIHUHQFHVIURPLWIRUDVVHPEO\
FRQVWUDLQWVWKRVHUHIHUHQFHVDUHUHSRUWHGDVH[WHUQDO
IHDWXUHUHIHUHQFHVLQWKH*OREDO5HIHUHQFH9LHZHU:KLOH
WKHUHZLOOEHQRSUREOHPVZLWKUHXVLQJWKHFRPSRQHQWLQ
DQ\RWKHUDVVHPEO\WKH*OREDO5HIHUHQFH9LHZHUUHSRUWV
WKDWWKRVHUHIHUHQFHVDUHXVHGE\§VRPHWKLQJ¨HOVHLQWKH
FRQWH[WRIWKHDVVHPEO\7KDWVRPHWKLQJHOVHLVLQIDFWWKH
SODFHPHQWLQVWUXFWLRQ FRPSRQHQWIHDWXUH WKDWORFDWHVWKH
SDUWLQWKHDVVHPEO\%\XVLQJWKH2EMHFWVZLWK&KLOGUHQ
DQG2EMHFWVZLWK3DUHQWVRSWLRQVLWLVHDV\WRGLVWLQJXLVK
EHWZHHQWKHVHWZRW\SHVRIGHSHQGHQFLHV7KH([WHUQDO
)HDWXUH2EMHFWVZLWK3DUHQWVFRPELQDWLRQZLOOOLVWDOO
PRGHOVLQWKHDVVHPEO\WKDWKDYHIHDWXUHVZLWKWUXH
H[WHUQDOUHIHUHQFHVZKLOHWKHILOWHUVHWWLQJRI([WHUQDO
)HDWXUH2EMHFWVZLWK&KLOGUHQZLOOVKRZDOOUHIHUHQFHV
XVHGWRSODFHWKHSDUWVZLWKFRQVWUDLQWVDVZHOODVDOO
UHIHUHQFHVXVHGWRGHILQHWUXHH[WHUQDOUHIHUHQFHV

30 7RS'RZQ'HVLJQ7DVN*XLGH
8VHWKHVHVHWWLQJV )RUWKLVW\SHRILQYHVWLJDWLRQ

)HDWXUH ([WHUQDO 2EMHFWVZLWK3DUHQWV 7RLGHQWLI\ZKLFKPRGHOVKDYH


H[WHUQDOUHIHUHQFHVGXHWRIHDWXUHV

3ODFHPHQW ([WHUQDO 2EMHFWVZLWK3DUHQWV 7RLGHQWLI\ZKLFKPRGHOVKDYH


H[WHUQDOUHIHUHQFHVGXHWRWKHLU
SODFHPHQW

)HDWXUH $OO $OOREMHFWV 7RVHHDOORIWKHFRQWHQWVRIWKH


)LOWHUHG0RGHO7UHH

Task 12 - Becoming Familiar with the Global


Reference Viewer
 5HWULHYHWKHERRPER[ªVPRWRUFDOOHG02725BDVP

 2SHQWKH*OREDO5HIHUHQFH9LHZHUE\VHOHFWLQJ,QIR!
*OREDO5HI9LHZHU&OLFNWKH)LOWHU6HWWLQJVEDUWR
VHHWKHFXUUHQWILOWHUVHWWLQJVGLVSOD\HG

 1RWHWKDWWKHUHDUHWZRPRGHOVOLVWHGLQWKHILOWHUHG
WUHH7KH*OREDO5HIHUHQFH9LHZHULVRQO\OLVWLQJ
PRGHOVZLWKH[WHUQDOSDUHQWVGXHWRIHDWXUH
SUHIHUHQFHV )HDWXUH([WHUQDO2EMHFWVZLWK3DUHQWV 
%RWK(1'B&$3B357DQG02725B6+$)7357KDYH
IHDWXUHVZKLFKGHSHQGRQH[WHUQDOJHRPHWU\

 &KDQJHWKHILOWHUVHWWLQJVWR§)HDWXUH$OO$OO2EMHFWV¨
7KH)LOWHUHG0RGHO7UHHLVQRZGLVSOD\LQJDOOPRGHOV
WKDWKDYHDQ\IHDWXUHUHIHUHQFHVLQWKHP

 &KDQJHWKHVHWWLQJVEDFNWR)HDWXUH([WHUQDO2EMHFWV
ZLWK3DUHQWV:HZLOOQRZLQYHVWLJDWHWKHGLVSOD\HG
H[WHUQDOGHSHQGHQFLHV

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
 7XUQRQWKHKLJKOLJKWLQJIXQFWLRQRIWKH*OREDO
5HIHUHQFH9LHZHUE\VHOHFWLQJ7UHH!+LJKOLJKWLILW
LVQRWDOUHDG\WXUQHGRQ1RZVHOHFWWKH
(1'B&$3B357DQGQRWLFHLWKLJKOLJKWLQWKHJUDSKLFV
ZLQGRZ

 ([SDQG(1'B&$3BSUWLQWKHWUHHDQGQRWLFHWKDWILYH
RILWVIHDWXUHVDUHOLVWHGDVWKH\KDYHH[WHUQDO
UHIHUHQFHV6HOHFWRQHDFKRQHWRVHHLWKLJKOLJKWHGLQ
WKHJUDSKLFVZLQGRZ

Figure 27. Global Reference Viewer Example showing features


with external references

32 7RS'RZQ'HVLJQ7DVN*XLGH
6HWWLQJ2EMHFWV&XUUHQW

2QFH\RXKDYHLGHQWLILHGWKHPRGHOVWKDWLQWHUHVW\RX
HLWKHUE\WULPPLQJWKHFRQWHQWVRIWKH0RGHO7UHHXVLQJ
ILOWHUVRUE\QDYLJDWLQJWKURXJKWKHILOWHUHG0RGHO7UHH
VWUXFWXUHWRDSDUWLFXODUREMHFW\RXFDQEHJLQLQYHVWLJDWLQJ
WKHVSHFLILFUHIHUHQFHVRIWKHREMHFW7RGRWKLV\RXPXVW
§VHWWKHREMHFWFXUUHQW¨'RWKLVE\GRXEOHFOLFNLQJLWRU
VHOHFWLQJLWDQGWKHQXVLQJWKHULJKWPRXVHEXWWRQWRVHWLW
FXUUHQW6HWWLQJLWFXUUHQWZLOOGRWKHIROORZLQJ

• 6KRZDUHGDUURZQH[WWRLWVLFRQLQWKH*OREDO
5HIHUHQFH9LHZHUªVWUHH

• 3XWLWLQWR&XUUHQW2EMHFWSDQHO

• ,QYRNHWKH3DUHQW&KLOG5HIHUHQFHV:LQGRZ

3DUHQWDQG&KLOG5HIHUHQFHV:LQGRZ

7KH3DUHQW&KLOG5HIHUHQFH:LQGRZGLVSOD\V

• 7H[WXDOLQIRUPDWLRQLQFOXGLQJZKDWWKHFXUUHQWREMHFW
LVDQGZKDWW\SHVRIUHIHUHQFHVDUHEHLQJLQYHVWLJDWHG

• 7ZRWUHHVRIREMHFWV7KHWUHHRQWKHOHIWVLGHLVD
OLVWLQJRIFKLOGUHQRIWKHFXUUHQWREMHFWZKLOHWKHWUHH
RQWKHULJKWLVDOLVWLQJRISDUHQWVRIWKHFXUUHQWREMHFW
7KHVHREMHFWVFDQEHH[SDQGHGWRILQGRXWVSHFLILFDOO\
ZKLFKIHDWXUHVDUHLQYROYHGLQWKHUHODWLRQVKLSVEHLQJ
GHVFULEHG

,I\RXDUHLQWHUHVWHGLQILQGLQJRXWPRUHDERXWDPRGHORU
IHDWXUHOLVWHGLQWKH3DUHQW&KLOG5HIHUHQFHZLQGRZ\RX
FDQVHWLWFXUUHQWE\GRXEOHFOLFNLQJLW7KLVZLOOFDXVHLWWR
EHKLJKOLJKWHGLQWKH)LOWHUHG0RGHO7UHHZLQGRZDVZHOO
DVGLVSOD\HGLQWKH&XUUHQW2EMHFW3DQHO

2QFHREMHFWVDUHGLVSOD\HGLQWKH3DUHQW&KLOGZLQGRZ
SDUWLFXODUREMHFWVFDQEHVHOHFWHGDQGPRUHLQIRUPDWLRQ
DERXWWKHLUUHODWLRQVKLSZLWKWKH§&XUUHQW¨REMHFWFDQEH
GHWHUPLQHG

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
$GGLWLRQDO,QIRUPDWLRQ

• %\VHOHFWLQJWKH§,QIR¨RSWLRQUHIHUHQFHLQIRUPDWLRQ
DERXWDVSHFLILFUHIHUHQFHFDQEHGHWHUPLQHG
,QIRUPDWLRQDYDLODEOHKHUHLQFOXGHV
◊ ZKLFKDVVHPEO\WKHGHSHQGHQF\ZDVFUHDWHGLQ
◊ QDPH,'DQGW\SHRIWKHUHIHUHQFHGHQWLW\
◊ LQIRUPDWLRQDERXWWKHUHIHUHQFLQJIHDWXUH

• %\VHOHFWLQJWKH§)XOO3DWK¨RSWLRQDWH[WXDO
GHVFULSWLRQRIWKHSDWKRIWKHGHSHQGHQF\EHWZHHQWZR
REMHFWVZLOOEHSUHVHQWHG
◊ 7KLVSDWKGHVFULEHVWKHUHIHUHQFHIURPWKHIHDWXUH
WKDWLQLWLDWHVWKHGHSHQGHQF\WKURXJKWKH
DVVHPEO\VWUXFWXUHWRWKHHQWLW\WKDWLV
UHIHUHQFHG

,QJHQHUDOWKLVSDWKGHVFULEHVWKHUHIHUHQFHIURPWKH
IHDWXUHWKDWLQLWLDWHVWKHGHSHQGHQF\WKURXJKWKH
DVVHPEO\VWUXFWXUHWRWKHHQWLW\WKDWLVUHIHUHQFHG7KH
WHPSODWHIRUPDWIRUWKHSDWKLVDVIROORZV
Referencing Feature → Component that Referencing Feature
belongs to → Assembly that component with referencing feature
belongs to → Parent Assemblies → Assembly that the reference
component belongs to → Component that the referenced entity
belongs to → feature that the reference entity is created by →
referenced entity.

Figure 28. Sample assembly structure

34 7RS'RZQ'HVLJQ7DVN*XLGH
)RURXUH[DPSOHVKRZQDERYHWKH)XOOSDWKZRXOGEH
Feature X in P4 → P4.prt (comp id 1) → SUB2.asm (comp id 12) →
SUB1.asm (comp id 16) → TOP.asm (Top Level) → SUB3.asm
(comp id 17) → P1.prt (comp id 18) → Feature Y in P1 → Entity Z of
Feature Y

$GGLWLRQDOLQIRUPDWLRQLVRIWHQSURYLGHGLQWKLVIXOOSDWK
VXFKDVUHIHUHQFHVWKDWDUHFUHDWHGYLDDORFDOO\EDFNHGXS
FRSLHGUHIHUHQFH &RSLHG5HI RULQGLFDWLRQVWKDWD
UHIHUHQFHGREMHFWLVPLVVLQJIURPWKHVHVVLRQ PLVVLQJ 

Task 13 - Investigating Assemblies with the Global


Reference Viewer
%\LQYHVWLJDWLQJDQDVVHPEO\XVLQJWKH*OREDO5HIHUHQFH
9LHZHU\RXFDQLGHQWLI\H[DFWO\ZKHUHVSHFLILFSUREOHPV
OLHDVZHOODVDQWLFLSDWHWKHDVVHPEO\ªVEHKDYLRUEHIRUH
PDNLQJFKDQJHV:RUNWKURXJKWKHIROORZLQJH[DPSOHWR
VHHKRZWKH*OREDO5HIHUHQFH9LHZHULVXVHG

 &RQWLQXHZRUNLQJZLWKWKHDVVHPEO\LQ7DVN2SHQ
WKH*OREDO5HIHUHQFH9LHZHUE\FKRRVLQJ,QIR!*OREDO
5HI9LHZHU<RXZLOOVHHDOLVWRIWKHSDUWVLQ\RXU
DVVHPEO\WKDWKDYHIHDWXUHVZLWKH[WHUQDOUHIHUHQFHV

 ([SDQG(1'B&$3BSUWDQGQRWLFHWKDWWKHIHDWXUHV
WKDWDUHOLVWHGDUHWKHRQHVZLWKH[WHUQDOUHIHUHQFHV
7KHIHDWXUHVWKDWGRQRWKDYHH[WHUQDOUHIHUHQFHVZLOO
QRWDSSHDULQWKLVOLVW

 'RXEOHFOLFN3URWUXVLRQLGWRVHWLWFXUUHQW1RWLFH
WKDWDUHGDUURZVKRZVXSQH[WWRLWDQGWKH3DUHQW
DQG&KLOG5HIHUHQFHVZLQGRZDSSHDUV

0DQDJLQJ3DUW,QWHUGHSHQGHQFLHV 
Figure 29. Global Reference Viewer with selection Set
Current


 7KH3DUHQWDQG&KLOG5HIHUHQFHVZLQGRZVKRZV\RX
WKDWWKLVIHDWXUH3URWUXVLRQLGRI(1'B&$3BSUWKDV
H[WHUQDOGHSHQGHQFLHVWRWKHGHIDXOWGDWXPSODQHVRI
02725BDVPDQGWRWKHVROLGZDOOVRI
02725B&$6(BSUW6HOHFWWKHVHIHDWXUHVWRVHHWKHP
KLJKOLJKWHGLQWKHJUDSKLFVZLQGRZ

 )URPWKLVH[SHULPHQWZHFDQFRQFOXGHWKDW3URWUXVLRQ
LGLQ(1'B&$3BSUWZDVFUHDWHGE\GLUHFWO\
H[WHUQDOO\ UHIHUHQFLQJWKHJHRPHWU\RI
02725B&$6(BSUW%\LQYRNLQJWKHSDWKIRUWKLV
IHDWXUHZHFDQVHHWKDWWKLVLVLQIDFWWUXH

36 7RS'RZQ'HVLJQ7DVN*XLGH
Index

user interface, 4-11


defining relationships in Pro/PDM, 4-15
A defining relationships in Pro/PDM
Align Csys to Csys. See Component Task, 4-15
creation methods - Locate Default reusing in Pro/PDM, 4-16
Datums Unplaced, 4-16
Assembly Copy Geometry
population, 7-2 benefits, 6-3
population design criteria, 6-3
methods, 7-3 Empty Components, 6-13
Axis Normal to Plane. See Component example, 6-4
creation methods - Locate Default properties, 6-7
Datums references, 6-7
skeleton models, 5-20
task, 6-11
C use, 6-4
Component
assembling in Pro/PDM, 4-16 D
Assembling into Assembly, 7-5
creating in Pro/PDM, 4-14 Design Criteria
creating in Pro/PDM communicating, 6-1
task, 4-14 communicating
creating in the assembly, 7-3 benefits, 6-2
creation methods, 4-4 defined, 6-1
creation methods using Copy Geometry, 6-3
Copy From Existing, 4-6 Design Intent
Copy From Existing task, 4-7 definition, 3-1
Create First Feature, 4-13 results, 5-4
Empty, 4-12
General Hints, 4-13
Locate Default Datums, 4-9
E
Locate Default Datums task, 4-10 External Reference, 8-1

,QGH[
Comparison of Types, 8-15
control
P
benefits, 8-2 Pro/NOTEBOOK, 3-2
Copied Refs Model Tree Column, 8-23 Pro/PDM, 3-2
definition, 2-6 Assembling Components, 4-16
example, 2-6, 8-21 Creating Components, 4-14
managing with Pro/PDM, 8-2 Defining Component Relationships, 4-15
Scope Control, 8-4 external references
Scope Control managing, 8-2
All, 8-5 Product Structure, 4-1
Model Tree Column, 8-17 defining, 4-3
None, 8-4, 8-7 modeling in Pro/ENGINEER, 4-4
Object-Specific, 8-16 results, 5-4
Out-of-Scope Selections, 8-13 Publish Geometry, 6-10
Out-of-Scope Settings, 8-6
recommendations, 8-14
Skeleton Model, 8-5, 8-10 R
Subassembly, 8-5, 8-8 Reference Control
task, 8-10 Skeletons Models, 5-18
References
G Circular
Avoiding, 5-21
Global Reference Viewer, 8-26 skeleton models, 5-21
Filter Types, 8-28
Parent and Child References Window,
8-33 S
Set Current, 8-33 Skeleton Models
Task, 8-35 benefits, 5-2
creating, 5-11
L creating
task, 5-13, 5-16
Layers creating
skeleton models, 5-20 task, 5-12
example, 5-10, 5-11
Recommended Practices
M Features, 5-19
Model Tree General, 5-17
Copied Refs Column, 8-23 Layers, 5-20
Copied Refs Column Planning, 5-18
Active, 8-23 Reference Control, 5-18
Frozen, 8-23 Using Copy Geometry features, 5-20
Independent, 8-24 use of, 5-1, 5-5
Missing, 8-24 use of
Suppressed, 8-24 for Information Sharing, 5-7
Ref Control Column, 17 for Motion simulation, 5-9
for space claims, 5-6
for top-level design control, 5-5

,QGH[ 7RS'RZQ'HVLJQ7DVN*XLGH
Top-down design
T benefits, 2-2
Three Planes. See Component creation definition, 2-1
methods - Locate Default Datums process, 2-3

,QGH[

Você também pode gostar