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Advanced Modeling using Creo

Parametric 2.0

T3903-390-02

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Training Agenda
Day 1
Module 01 Advanced Selection
Module 02 Advanced Datum Features
Module 03 Advanced Sketching
Module 04 Advanced Hole Creation
Module 05 Advanced Drafts and Ribs
Module 06 Advanced Shells
Module 07 Advanced Rounds and Chamfers

Day 2
Module 08 Relations and Parameters
Module 09 Advanced Blends
Module 10 Sweeps with Variable Sections
Module 11 Helical Sweeps
Module 12 Swept Blends

Day 3
Module 13 Advanced Layers
Module 14 Advanced Reference Management
Module 15 Family Tables
Module 16 Reusing Features
Module 17 Advanced Copy
Module 18 Advanced Patterns
Table of Contents
Advanced Modeling using Creo Parametric 2.0
Sweeps with Variable Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Designing a Compressor Blade Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Creating the Trigger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5
Designing a Camshaft Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8
Swept Blends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1
Creating the Faucet Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Designing the Impeller Body of a Pump as a Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6
Creating the Lamp Fixture Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9
Advanced Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1
Creating and Managing Assembly Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2
Advanced Reference Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1
Managing References on the Camera Housing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2
Family Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1
Creating Family Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2
Reusing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-1
Creating User-Defined Features (UDFs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-2
Placing User-Defined Features (UDFs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6
Advanced Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1
Creating Varying Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-2
Creating a Fill Pattern on MUFFLER.PRT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-5
Creating a Pattern Table for the Muffler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-8
Creating Teeth in the V-Belt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-11
Creating Advanced Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-13
Module 10
Sweeps with Variable Sections

2012 PTC Module 10 | Page 1


Exercise 1: Designing a Compressor Blade Solid Model

Objectives
After successfully completing this exercise, you will be able to:
Create a sweep feature that uses an X-Trajectory to orient itself.
Make a section follow multiple trajectories.

Scenario
You are designing a jet engine compressor. Aerodynamicists have already provided you with the
necessary trajectories and the desired cross-section to design a blade. To use the given inputs
and retain mathematical control over the resulting surfaces, you have chosen to use the Sweep
tool with a variable section.
Close Window Erase Not Displayed

Sweep\Multiple-Traj COMPRESSOR_BLADE.PRT

Task 1: Retrieve the model.

1. Disable all Datum Display types.


2. Edit the definition of Curve id 71.
Click Equation and review the equation used
to create the curve.
Close the editor containing the equation.
Click Cancel Feature .

Task 2: Begin the creation of the blade with a sweep.

1. Select anywhere on the background to de-select


all items.
2. Click Sweep from the Shapes group.
3. Click Solid from the dashboard, if necessary.
4. Select the curve on the left as the Origin
trajectory.
5. Press and hold CTRL, and select the second
curve, to define the second trajectory.

Module 10 | Page 2 2012 PTC


6. Select the References tab in the dashboard.
Set the second trajectory to be the X-Trajectory
by selecting the X check box for the Chain 1
trajectory.
7. Click Create Section , then click Sketch
View from the Setup group.
8. Notice that the X-Trajectory locates itself in the
positive X-direction from the Origin trajectory (to
the right of the origin).

9. Click File System from the Get Data group in


the Sketch tab of the ribbon.
Select BLADE_XSEC.SEC and click Open.
Click above the model to place the sketch.
In the Rotate Resize tab, edit the Scale to 1.
Right-click the X location handle and drag it to
relocate it to the left arc center of the sketch.
Drag the location handle to place the section
on the trajectory crosshairs. Also, drag the
rotation handle upward to bring the right arc
center close to the X-Trajectory.

10. Click Accept Changes .


11. Delete the angled centerlines.
12. Constrain the right arc center to be coincident
with the X-Trajectory reference.

13. Click OK .
14. Click Complete Feature .
15. Orient to the Standard Orientation.

2012 PTC Module 10 | Page 3


Task 3: Reshape the blade by using a different X-Trajectory.

1. Click the Operations group drop-down menu and


select Resume > Resume Last Set.
2. Rotate the model to view the curve.

3. Edit the definition of Sweep 1.


4. Select the References tab.
Click Chain 1 to select it.
In the graphics window, select the newly
resumed curve.
5. Spin the model to observe the new preview
geometry.

6. Click Complete Feature .


7. Orient to the Standard Orientation.
8. In the model tree, right-click Curve id 71 and
select Hide.
9. Click Save from the Quick Access toolbar
and click OK to save the model.
10. Click Close .
11. Click Erase Not Displayed in the ribbon
and click OK.

This completes the exercise.

Module 10 | Page 4 2012 PTC


Exercise 2: Creating the Trigger

Objectives
After successfully completing this exercise, you will be able to:
Create a sweep feature with a variable section.

Scenario
You are assigned to create the trigger that is used to operate the drill. You create the trigger using a
sweep feature with a variable section.
Close Window Erase Not Displayed

Sweep\Trigger TRIGGER.PRT

Task 1: Create sketched trajectories.

1. Disable all Datum Display types.


2. Click Sketch from the Datum group.
Select datum plane FRONT from the model
tree for the sketching plane.

Click Sketch then click Sketch View from


the Setup group.
3. Enable only the following Sketcher Display
types: .

4. Click References from the Setup group.


Highlight the default references and click
Delete.
Select the two references shown in the figure.
Click Close.

5. Click Center and Ends from the Arc types


drop-down menu.
Sketch the arc shown in the figure.

6. Right-click and select Construction Centerline.


Sketch a centerline and edit the dimensions,
as shown in the figure.

2012 PTC Module 10 | Page 5


7. Right-click and select Line Chain.
Sketch a line segment perpendicular to the
centerline, as shown in the figure.

8. Right-click and select 3-Point/Tangent End.


Sketch the arc and dimension the sketch, as
shown in the figure.

9. Click OK .
10. Press CTRL+D to orient to the Standard
Orientation.

Task 2: Use the trajectories to create a Variable Section Sweep.

1. Click Sweep from the Shapes group.


Select the left curve.
Click the start point arrow to flip it to the top.

Module 10 | Page 6 2012 PTC


2. Press CTRL and select the right curve.

3. Click Create Section from the dashboard,


then click Sketch View from the Setup
group.
Click References .
Select the top and bottom surfaces of the
model as additional references.
Right-click and select Line Chain.
Sketch and dimension a T section by
snapping to the existing Sketcher points.

4. Click OK .
5. Click Solid from the dashboard, if necessary.
6. Click Complete Feature .
7. Select Sketch 1 from the model tree, then
right-click and select Hide.
Notice the ability of the variable section
sweep to drive the triangular surfaces to
zero, and then continue the feature as a
rectangular section.

8. Click Save from the Quick Access toolbar


and click OK to save the model.
9. Click Close .
10. Click Erase Not Displayed in the ribbon and
click OK to erase all files from memory.

This completes the exercise.

2012 PTC Module 10 | Page 7


Exercise 3: Designing a Camshaft Solid Model
Objectives
After successfully completing this exercise, you will be able to:
Create a solid feature using the Sweep tool.
Control the shape of a sweep feature mathematically.
Use the Trajpar and Evalgraph features simultaneously.

Scenario
You are a part of the team that is designing a racing car. The senior engine designer has decided on
a mechanism and lift profile for the intake and exhaust valves. He has provided you with a graph
of the desired profiles and has asked you to develop the camshaft. The graph displays degrees
of rotation versus offset distance. The mechanism has been designed such that a 1.00 diameter
base circle on the camshaft represents the zero lift profile on the cam. You have chosen the Sweep
feature as a tool to design this part because it enables you to control the shape mathematically.
Close Window Erase Not Displayed

Sweep\Cam CAM.PRT

Task 1: Review the datum graph features.

1. Disable all Datum Display types.


2. Edit the definition of INTAKE_PROFILE.
3. Click Done from the menu manager.
4. Press ENTER to accept the default name for
the graph.
5. Review the section that defines the Intake Cam
profile.
6. The graph uses a set of imported points to define
the cam profile.
7. Click OK .
8. Review the imported points.
Click Folder Browser from the Navigator
and click Working Directory .
Click in the address bar to highlight its
contents.
Press END, type intake_profile.pts, and
press ENTER.

9. Edit the definition of EXHAUST_PROFILE.


10. Click Done from the menu manager.
11. Press ENTER to accept the default name for
the graph.
12. Review the section that defines the Exhaust
Cam profile.

Module 10 | Page 8 2012 PTC


13. View the point data from the dashboard.
Double-click the spline.
Select the File tab from the dashboard.
Click Coordinate Info .
Click Close in the Information dialog box after
you finish viewing.
14. Click OK , then click OK again to close the
section window.

Task 2: Create the Intake Cam surface.

1. Click Sweep from the Shapes group.


2. Click Solid from the dashboard, if necessary.
3. Right-click to query and then select the intent
chain edge as the Origin trajectory.

4. Click Create Section , then click Sketch


View from the Setup group.
5. Enable only the following Sketcher Display
types: .
6. Sketch and dimension the open section.

2012 PTC Module 10 | Page 9


7. Select the Tools tab, then click Relations
from the Model Intent group.
8. Notice in the figure that the Sketcher dimension
sd4 controls the section's width.
9. In the Relations dialog box, type /* Control
the height of the sketch based on the
INTAKE_PROFILE.
Press ENTER and type sd4 = 0.125
+ evalgraph ("INTAKE_PROFILE" ,
trajpar*360) / 100.
The dimension symbols in your sketch
may be different from what is shown in the
figure. You should use the corresponding
dimension symbol in the relation.

The 0.125 is in the relation to define the offset of the base cylinder of the cam from the
cylindrical shaft surface. The base cylinder of the cam defines the zero lift position
(the rest position) of the follower.
The system parameter EVALGRAPH is included to take the value of the height of the
cam from the graph INTAKE_PROFILE at every point on the trajectory.
The trajectory length parameter (trajpar) is included as a variable ratio from 01.
You then multiply by 360 since you are defining the cam profile around the cylindrical
shaft (360 degrees).
Finally, you divide the resultant dimension by 100 since you are provided with the graph
with an x-axis scale of 100.

10. Click OK in the Relations dialog box.


11. Notice that the Sketch updates to reflect the
relation.

12. Select the Sketch tab, then click OK .


13. Notice that the section revolves at a constant
offset. Click Variable Section . Notice that
the sweep surface has updated to vary the
section offset according to the sketch relation
and datum graph.
14. Click Complete Feature .
15. Orient to the Standard Orientation.

Module 10 | Page 10 2012 PTC


Task 3: Create the Exhaust Cam surface.

1. Click Sweep from the Shapes group.


2. Click Solid from the dashboard, if necessary.
3. Right-click to query and then select the intent
chain edge as the Origin trajectory.

4. Click Create Section then click Sketch


View .
5. Sketch and dimension the open section.

6. Select the Tools tab, then click Relations


from the Model Intent group.
7. In the figure, notice that Sketcher dimension sd4
controls the section's width.

8. In the Relations dialog box, type /* Control the height of the sketch based on the
EXHAUST_PROFILE.
Press ENTER and type sd4 = 0.125 + evalgraph ("EXHAUST_PROFILE" , trajpar*360) /
100.
Click OK in the Relations dialog box.
The dimension symbols in your sketch may be different from what is shown in the figure.
You should use the corresponding dimension symbol in the relation.

2012 PTC Module 10 | Page 11


9. Select the Sketch tab, then click OK .
10. Notice that the section revolves at a constant
offset. Click Variable Section . Notice that
the sweep surface has updated to vary the
section offset according to the sketch relation
and datum graph.
11. Click Complete Feature .
12. Orient to the Standard Orientation.

Task 4: Change the profile of the Intake Cam lobe.

1. Edit the definition of INTAKE_PROFILE.


2. Click Done from the menu manager.
3. Press ENTER to accept the default name for
the graph.
4. Click Modify from the Editing group and
select the spline.
5. Select the File tab and click Open Coordinates
.
Select INTAKE_PROFILE_2.PTS and click
Open.
The graph appears.
The new points represent a more aggressive
cam profile for the Intake Cam.
6. Click OK then click OK again to close the
graph section.
7. Click Save from the Quick Access toolbar
and click OK to save the model.
8. Click Close .
9. Click Erase Not Displayed in the ribbon and
click OK to erase all files from memory.

This completes the exercise.

Module 10 | Page 12 2012 PTC


Module 12
Swept Blends

2012 PTC Module 12 | Page 1


Exercise 1: Creating the Faucet Solid Model

Objectives
After successfully completing this exercise, you will be able to:
Create a swept blend solid.

Scenario
You are tasked with completing the faucet by using a swept blend solid.
Close Window Erase Not Displayed

Swept_Blend\Sketch_Sections FAUCET.PRT

Task 1: Create a swept blend. Begin by defining the trajectory and the first section.

1. Enable only the following Datum Display types:


.
2. Click Swept Blend from the Shapes group
in the ribbon.
3. Click Solid from the dashboard, if necessary.
4. Select the trajectory.

5. Select the Sections tab from the dashboard.


6. Select the lower vertex.

7. Click Sketch from the Sections tab.


8. Enable only the following Sketcher Display
types: .
9. Click No Hidden from the In Graphics
toolbar.
10. Click Sketch View from the Setup group.
11. Click Corner Rectangle and sketch a
rectangle that is symmetric about the crosshairs.
Start at the upper-left corner so that the start
point is in the correct location.
12. Click One-by-One and edit the dimensions
as shown.
13. Click OK .

Module 12 | Page 2 2012 PTC


Task 2: Create the second section.

1. Press CTRL+D to orient to the Standard


Orientation.

2. Click Insert from the Sections tab.


3. Select datum point SEC_2.

4. Click Sketch from the Sections tab.


5. Click Sketch View from the Setup group.
6. Click Corner Rectangle and sketch a
rectangle that is symmetric about the crosshairs.
Start at the upper-left corner so that the start
point is in the correct location.
7. Right-click and select 3-Point / Tangent End
and sketch the arc with endpoints on the
upper-left and lower-left rectangle endpoints.

8. Click Delete Segment from the Editing group


and delete the left line segments of the rectangle.
9. Click One-by-One and edit the dimensions
as shown.
10. Click OK .

Task 3: Sketch the third section and complete the feature.

1. Press CTRL+D to orient to the Standard


Orientation.

2012 PTC Module 12 | Page 3


2. Click Insert from the Sections tab.
3. Select the left end vertex.

4. Click Sketch from the Sections tab.


5. Click Sketch View from the Setup group.
6. Click Corner Rectangle and sketch a
rectangle that is symmetric about the crosshairs.
Start at the upper-left corner so that the start
point is in the correct location.
7. Right-click and select 3-Point / Tangent End
and sketch the arc with endpoints on the
upper-left and lower-left rectangle endpoints.
Sketch a second arc with endpoints on
the upper-right and lower-right rectangle
endpoints. This arc should have equal radius
to the first arc.

8. Click Delete Segment and delete the line


segments on the left and right sides of the
rectangle.
9. Click One-by-One and edit the dimensions
as shown.
10. Click OK .

11. Press CTRL+D to orient to the Standard


Orientation.
12. Click Shading .
13. Click OK .

Module 12 | Page 4 2012 PTC


14. Click Complete Feature .
15. Click Save from the Quick Access toolbar
and click OK to save the model.
16. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

This completes the exercise.

2012 PTC Module 12 | Page 5


Exercise 2: Designing the Impeller Body of a Pump as a
Solid Model

Objectives
After successfully completing this exercise, you will be able to:
Define tangency of a Swept Blend surface to the adjoining surface.

Scenario
You are assigned a project to create a volute for a turbo compressor. The aerodynamicists have
provided you with the outlet for the volute as well as the cross-sections desired at five stations
around the perimeter of the model. You are asked to finish the 3-D model of the volute to complete
the gas path.
Close Window Erase Not Displayed

Swept_Blend\Impeller_Housing IMPELLER_BODY_PART.PRT

Task 1: Begin the creation of a swept blend.

1. Disable all Datum Display types.

2. Click Swept Blend from the Shapes group


in the ribbon.
3. Click Solid from the dashboard, if necessary.
4. Select the trajectory curve.

5. Begin dragging the right trajectory handle, then


press SHIFT, and continue dragging the right
trajectory handle until it snaps to the edge of the
existing surface geometry.

6. Press SHIFT and select the upper half of the


trajectory.

Module 12 | Page 6 2012 PTC


7. Press CTRL+D to orient to the Standard
Orientation.
8. Select the Sections tab in the dashboard.
Select the Selected Sections option for
section type.
9. Select the first section.

10. Click Insert from the Sections tab.


Select the second section.

11. Click Insert from the Sections tab.


Select the third section.

12. Click Insert from the Sections tab.


Select the fourth section.

2012 PTC Module 12 | Page 7


Task 2: Specify tangency for the start of the swept blend.

1. Select the Tangency tab from the dashboard.


Edit the Boundary Condition for the Start
Section from Free to Tangent.
Select the surface adjacent to the highlighted
edge.
2. Continue selecting the remaining three adjacent
surfaces. Notice that the first surface highlights
after all four surfaces have been selected.

Task 3: Complete the swept blend feature.

1. Click Complete Feature .


2. De-select all geometry then press CTRL and select Curve id 39, Curve id 44, XSECTION1,
XSECTION2,XSECTION3, and XSECTION4. Then, right-click, and select Hide.
3. Select the View tab in the ribbon.
4. Select Save Status from the Status types drop-down menu.
5. Select the Model tab.

Task 4: Shell the model.

1. Click Shell from the Engineering group.


2. Edit the shell thickness to 0.10.
3. Press CTRL and select all four vertical, flat
surfaces to remove.
4. Click Complete Feature .

5. Spin the model to inspect it.


6. Click Save from the Quick Access toolbar
and click OK to save the model.
7. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

This completes the exercise.

Module 12 | Page 8 2012 PTC


Exercise 3: Creating the Lamp Fixture Solid Model

Objectives
After successfully completing this exercise, you will be able to:
Create swept blend features.

Scenario
You complete the design of a lamp fixture part by using swept blends.
Close Window Erase Not Displayed

Swept_Blend\Lamp_Fixture LAMP_FIXTURE.PRT

Task 1: Review the existing sketched curves in the Lamp Fixture part.

1. Disable all Datum Display types.


2. Select the following sketches from the model
tree and take note of their location:
Trajectories TRAJ_1 and TRAJ_2.
Sections SEC_1, SEC_2, and SEC_3.
3. Click anywhere in the graphics window to
de-select all items.

Task 2: Begin the creation of a swept blend.

1. Click Swept Blend from the Shapes group


in the ribbon.
2. Click Solid from the dashboard, if necessary.
3. Select the trajectory curve.
4. Click the arrow to flip the start point to the left
endpoint.

5. Select the Sections tab in the dashboard.


Select the Selected Sections option for
section type.
6. Select the first section.

2012 PTC Module 12 | Page 9


7. Click Insert from the Sections tab.
Select the second section.

Task 3: Insert an intermediate section.

1. Select Section 1 from the Sections tab.


Click Insert.
Notice a new Section 2 has been added after
Section 1 in the sections list.
Click Remove.
2. Select the Section 1 node from the dashboard
to activate it.
In the graphics window, right-click and select
Insert Section.
Select the section shown.
Notice the refined shape of the blend.

Task 4: Control the cross-sectional area at a specified location.

1. Select the Options tab from the dashboard.


Select Set cross-section area control.
Right-click and select Area Ctrl Reference,
if necessary.
Select the vertex.

2. Type 1 for the Area value in the Options tab.


Type 4.5 for the Area value.

Module 12 | Page 10 2012 PTC


Task 5: Complete the swept blend feature.

1. Click Complete Feature .


2. Click anywhere in the graphics window to
de-select all features.
3. Press CTRL and select TRAJ_1, SEC_1,
SEC_2, and SEC_3 from the model tree.
4. Right-click and select Hide.

Task 6: Redefine the swept blend to create a twisting effect.

1. Edit the definition of Swept Blend 1.


2. In the dashboard, select the Sections tab and
select Section 3.
Drag the start point upward 2 vertices.

3. Click Complete Feature .

Task 7: Begin the creation of the second swept blend.

1. Click Swept Blend from the Shapes group


in the ribbon.
2. Click Solid from the dashboard, if necessary.
3. Select the trajectory curve.

2012 PTC Module 12 | Page 11


4. Select the Sections tab in the dashboard.
Notice that Section 1 is highlighted.
Read the current prompt.
Select the start point of the trajectory as the
location for Section 1.

Task 8: Sketch the first section.

1. Click Sketch from the Sections tab.


2. Click Project .
Select Loop as the Type.
Select the octagonal surface.

3. Click Close in the Type dialog box.


4. Click OK .
5. Press CTRL+D to orient to the Standard
Orientation.
6. Click Insert from the Sections tab.
Select the right endpoint of the trajectory as
the location for Section 2.

Task 9: Sketch the second section.

1. Click Sketch from the Sections tab.


2. Click Sketch View from the Setup group in
the ribbon.
3. Click Palette .
Double-click the 8-Sided Octagon sketch.
Click in the graphics window to place the
Sketch.
Drag the sketch to the cross-hair intersection.
Edit the Scale to 1 and click Accept Changes
.
Click Close.

Module 12 | Page 12 2012 PTC


4. Right-click and select Dimension.
Create a diameter dimension.
Select the 1.00 dimension and click Delete
to resolve the conflict.
Edit the new diameter dimension to 8.

5. Select the vertex, then right-click and select


Start Point.

6. Click OK .
7. Press CTRL+D to orient to the Standard
Orientation.

Task 10: Insert an intermediate section.

1. Select the Section 1 node from the Sections tab


to activate it.
2. In the graphics window, right-click and select
Insert Section.
3. Enable Point Display .
4. Select datum point PNT0.

5. Click Sketch from the Sections tab.


6. Click Sketch View from the Setup group in
the ribbon.
7. Click Palette .
Place and dimension another octagonal
section, relocating the Start Point as shown.

2012 PTC Module 12 | Page 13


8. Click OK .
9. Press CTRL+D to orient to the Standard
Orientation.

Task 11: Specify rotation angles for the sections.

1. Select the Sections tab from the dashboard, if


necessary.
2. Select Section 2.
3. Type -45 for the Rotation value and press
ENTER.
4. Select Section 3.
5. Type -90 for the Rotation value and press
ENTER.
6. Orient the model as necessary to observe the
geometry.

Task 12: Control the cross-sectional area at a specified location.

1. Select the Options tab from the dashboard.


2. Select Set cross-section area control, if
necessary.
3. Right-click and select Area Ctrl Reference, if
necessary.
4. Select the vertex.

5. Type 4 for the Area value in the Options tab.

Module 12 | Page 14 2012 PTC


Task 13: Specify tangency for the start of the swept blend.

1. Select the Tangency tab from the dashboard.


Edit the Boundary Condition for the Start
Section from Free to Tangent.
Select the surface adjacent to the highlighted
edge.
2. Continue selecting the remaining seven adjacent
surfaces. Notice that the first surface highlights
after all eight surfaces have been selected.

Task 14: Complete the swept blend feature.

1. Click Complete Feature .


2. Select TRAJ_2, then right-click and select Hide.
3. Select the View tab in the ribbon.
4. Select Save Status from the Status types
drop-down menu.
5. Select the Model tab.

Task 15: Shell the model.

1. Click Shell from the Engineering group.


2. Edit the shell thickness to 0.20.
3. Press CTRL and select the top and left flat
surfaces to remove.
4. Click Complete Feature .

5. Spin the model to inspect it.


6. Click Save from the Quick Access toolbar
and click OK to save the model.
7. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

2012 PTC Module 12 | Page 15


Task 16: View the models in the assembly.

1. Click Open and double-click LAMP.ASM to


open it.
The black appearance was previously
applied to the LAMP_FIXTURE.PRT in the
context of the assembly.

2. Click Save from the Quick Access toolbar


and click OK to save the model.
3. Click File > Manage Session > Erase Current,
then click Select All and OK to erase the
model from memory.

This completes the exercise.

Module 12 | Page 16 2012 PTC


Module 13
Advanced Layers

2012 PTC Module 13 | Page 1


Exercise 1: Creating and Managing Assembly Layers

Objectives
After successfully completing this exercise, you will be able to:
Create layers containing reference geometry features.

Scenario
Complete the following exercise to learn how to create and manage layers.
Close Window Erase Not Displayed

View\Create_Manage_Assy_Layers DRILL_POWERTRAIN.ASM

Task 1: In the top-level assembly, create a layer containing components from a sub-assembly.

1. Enable only the following Datum Display types:


.
2. In the top of the model tree, click Show
and select Layer Tree. In the layer tree,
right-click and select New Layer.
3. Type EXTERNAL_COMPS as the Name in the
Layer Properties dialog box. Leave the dialog
box open.
4. Select components to add to the layer, as shown
in the figure:
Select the CYLINDER.PRT from the model
and click Place component on current layer
in the Place External Item dialog box.
Select the ENG_BLOCK_REAR.PRT from the
model and click Place component on current
layer in the Place External Item dialog box.
Select the ENG_BLOCK_FRONT.PRT from
the model and click Place component on
current layer in the Place External Item dialog
box.

5. Click OK in the Layer Properties dialog box. Then click Repaint from the In Graphics
toolbar.
6. Expand the layer in the layer tree.

Module 13 | Page 2 2012 PTC


Task 2: Create a layer in a sub-assembly with the same name as the previous layer.

1. In the top of the model tree, click Show


and select Model Tree.
2. Select the GEARBOX_CHUCK.ASM from the
model tree, then right-click and select Open.

3. In the top of the model tree, click Show


and select Layer Tree. Right-click and select
New Layer.
4. Type EXTERNAL_COMPS as the Name in the
Layer Properties dialog box.
5. Select the GEARBOX_REAR.PRT and the
GEARBOX_FRONT.PRT from the model to add
to the layer, as shown in the figure.
6. Click OK in the Layer Properties dialog box. The
layer should appear in the layer tree.
7. Click Close from the Quick Access toolbar to
return to the DRILL_POWERTRAIN.ASM.

Task 3: Control the display of both layers from the top-level assembly.

1. In the top of the model tree, click Show


and select Layer Tree.
2. Select the EXTERNAL_COMPS layer, then
right-click and select Hide. Then click Repaint
.
3. The five components within both layers are
hidden.
4. Right-click in the model tree and select Save
Status to save this layer display configuration
to the model.
The status of Hidden/Unhidden layers must
be saved manually to the model if the layer
status is to be saved when the model is
saved.

2012 PTC Module 13 | Page 3


5. Select the EXTERNAL_COMPS layer again, then right-click and select Unhide. Then click
Repaint . The components are returned to the display.
6. Right-click in the model tree and select Save Status to save this layer display configuration
to the model.
7. Expand the EXTERNAL_COMPS node if necessary, and double-click the in
DRILL_POWERTRAIN.ASM layer to expand it, as shown in the figure.

8. Right-click the layer and select Select Items.


9. Right-click the graphics window. Notice that
various operations are available and select
Suppress. Child components highlight in the
graphics window, as shown in the figure.

10. Click OK in the Suppress dialog box. The


selected components and their children are
removed from the display and the regeneration
cycle.

11. In the top of the layer tree, click Show and select Model Tree.
12. Click the Operations group drop-down menu and select Resume > Resume.
13. Click Save from the Quick Access toolbar and click OK to save the model.

Module 13 | Page 4 2012 PTC


Task 4: Display only select datum planes in the assembly.

1. Select the ENGINE.ASM from the model tree,


then right-click and select Open.
2. Click the Appearance Gallery drop-down menu
and select Clear Appearance.
Select CYLINDER.PRT and click OK.
3. In the top of the model tree, click Show
and select Layer Tree. Expand the
01__ASM_DEF_DTM_PLN layer.
4. Select the in ENGINE.ASM layer, then right-click
and select Unhide. Then click Repaint .
You can use the existing default layers to
selectively Hide/Unhide datum features from
various components or assemblies.

5. Select the in ENGINE.ASM layer again, then right-click and select Hide. Then click Repaint
.
6. In the top of the model tree, click Show and select Model Tree.
7. Click Save from the main toolbar and click OK to save the model.

Task 5: Create a layer on the CYLINDER.PRT for a datum plane.

1. Select the CYLINDER.PRT from the model tree,


then right-click and select Open.

2. In the top of the model tree, click Show


and select Layer Tree.
3. Expand the 01_PRT_ALL_DTM_PLN layer and
select the EXH_CUT_WIDTH datum plane.
Right-click, select Remove Item, and click Yes.
4. The datum plane should appear.

2012 PTC Module 13 | Page 5


5. Right-click in the Layer Tree, select New Layer,
and type DATUMS_TO_EDIT as the Name.
6. Select the datum plane you just displayed and
click OK.
7. Select the DATUMS_TO_EDIT layer, then
right-click and select Hide.
8. Click Repaint .
9. Click Close to return to the ENGINE.ASM.

Task 6: Display the datum planes at the assembly level and make modifications.

1. In the top of the model tree, click Show


and select Layer Tree.
2. Select the DATUMS_TO_EDIT layer, then
right-click and select Unhide.
3. Click Repaint . Notice that the display of the
datum plane can be controlled from this layer
at the assembly level.

4. In the top of the model tree, click Show


and select Model Tree.
5. Select the CYLINDER.PRT, then right-click and
select Activate.
6. Click Named Views and select EXH_CUT.
7. Select the datum plane, then right-click and
select Edit.
8. Edit the dimension to 7.5 and click Regenerate
.
9. Click Close to return to the DRILL_
POWERTRAIN.ASM.
10. Click Save from the Quick Access toolbar
and click OK to save the model.
11. Click File > Manage Session > Erase Current,
then click Select All and OK to erase the
model from memory.

This completes the exercise.

Module 13 | Page 6 2012 PTC


Module 14
Advanced Reference Management

2012 PTC Module 14 | Page 1


Exercise 1: Managing References on the Camera
Housing

Objectives
After successfully completing this exercise, you will be able to:
Edit the references for features in a part model.

Scenario
In this exercise, you move the cylindrical protrusion on the base feature and place it on the cut
feature. This involves creating new parent/child relationships for the cylindrical protrusion.
Close Window Erase Not Displayed

Edit\Edit_References CAMERA_HOUSING.PRT

Task 1: Try to change the references of the cylindrical protrusion to the surface of the cut feature.

1. Enable only the following Datum Display types:


.
2. Right-click CYLINDRICAL in the model tree and
select Edit References.
3. Click No so that you do not roll back the model.
4. The top of the model highlights and the message
window prompts you to select an alternate
sketching plane.
5. Specify a new reference for the highlighted
sketching plane by leaving Alternate selected
as the default.
6. Select the top surface of the cut feature.

7. Next, the current horizontal reference plane for


Sketcher appears.
8. Keep the datum plane as the horizontal
reference by selecting Same Ref from the menu
manager.

Module 14 | Page 2 2012 PTC


9. The first current dimensioning reference for
the sketch appears. Notice that this first
dimensioning reference is also the current
horizontal reference plane from the previous
step.
10. Keep the datum plane as the first dimensioning
reference by selecting Same Ref from the menu
manager.

11. The second current dimensioning reference for


the sketch appears.

12. Change the second dimensioning reference


by leaving the default menu pick of Alternate
selected in the menu manager.
13. Select the side surface.

14. Notice the message window states that there is a feature regeneration failure and the CUT
feature highlights in red in the model tree.
15. Click Cancel to undo the changes.

Task 2: Investigate the parent/child relationships of the cut feature.

1. Select the CUT feature in the model tree.


2. Right-click and select Info > Reference Viewer.
3. Click the down arrows for each of the three
parent features to display their references.

2012 PTC Module 14 | Page 3


4. Click Surface id 67. The front surface of the
block highlights as the sketching plane.

5. Click Surface id 177. The top of the cylinder


highlights as the horizontal reference plane.
6. This is an unwanted relationship.

7. Click Edge id 185. The bottom edge of the


cylinder highlights as a dimensional reference.
This reference caused Edit References from
the previous task to fail.

8. Click Surface id 147. The right surface of


the rectangular protrusion highlights as a
dimensional reference.
This surface is used as an alignment
reference.
9. Click Close in the Reference Viewer dialog box.

Task 3: Break the parent/child relationship between the cut and the cylindrical protrusion.

1. Right-click the CUT feature in the model tree


and select Edit References.
2. Click No so that you do not roll back the model.
3. Retain the sketching plane by clicking Same
Ref. Read the message window.
4. Leave the default Alternate and select the top
surface as the new horizontal reference plane.

Module 14 | Page 4 2012 PTC


5. Leave the default Alternate and select the top
surface as the first dimensional reference.

6. Retain the second dimensional reference to the


second protrusion by clicking Same Ref.
7. Notice that the message window indicates
that the feature rerouted (edited references)
successfully.

Task 4: Change the cylindrical protrusion as planned.

1. Right-click CYLINDRICAL in the model tree and


select Edit References.
2. Click No so you do not roll back the model.
3. Select the top surface of the cut as the new
sketching plane.
4. Click Same Ref to retain the horizontal
reference.
5. Click Same Ref again to retain the first
dimensioning reference.
6. Click the side surface as the second
dimensioning reference.

7. Notice that the feature successfully reroutes.


8. Click Save from the Quick Access toolbar
and click OK to save the model.

2012 PTC Module 14 | Page 5


Task 5: Try to remove the rectangular protrusion as dictated by the new design intent.

1. Right-click RECTANGULAR in the model tree


and select Delete.
2. Click Cancel in the Delete dialog box.
The cut feature highlights because it is a
child of the second protrusion.

Task 6: Break the parent/child relationship between the cut feature and protrusion feature. In
addition, change the section of the cut feature.

1. Expand the CUT feature in the model tree.


2. Edit the definition of section SECTION 1.
3. Enable only the following Sketcher Display
types: .
4. From the In Graphics toolbar, select No Hidden
from the Model Display types drop-down
menu.
5. Select the left vertical line, then right-click and
select Delete.

6. Click 3-Point / Tangent End from the Arc


types drop-down menu and create the tangent
arc.

7. Click References from the Setup group.


Select Surf:F7 and click Delete.
Click Close.
Click Yes in the Missing References dialog
box.
8. Press CTRL and select the left arc and bottom
horizontal line, then right-click and select
Tangent to create a tangency constraint.
9. Select the 2.50 dimension, then right-click and
select Strong.
10. Press ENTER to accept the dimension value.
11. Click Normal and create the dimension
between the arc center and left surface.
12. Click OK .

Module 14 | Page 6 2012 PTC


Task 7: Delete the rectangular protrusion.

1. Click Shading from the Model Display types


drop-down menu.
2. Right-click RECTANGULAR in the model tree
and select Delete.
3. Click OK.

4. Click Save from the Quick Access toolbar and click OK to save the model.
5. Click File > Manage Session > Erase Current > Yes to erase the model from memory.

This completes the exercise.

2012 PTC Module 14 | Page 7


Module 14 | Page 8 2012 PTC
Module 15
Family Tables

2012 PTC Module 15 | Page 1


Exercise 1: Creating Family Tables

Objectives
After successfully completing this exercise, you will be able to:
Create a family table of parts using the Copy with Increments tool.

Scenario
You are assigned to create a family table of drill bits to be sold as extras for a drill.
Close Window Erase Not Displayed

Feature_Tools\Drill_Bit STD_BIT.PRT

Task 1: Create a family table of the STD_BIT.PRT.

1. Disable all Datum Display types.


2. Select the MAIN_PROTRUSION feature from
the model tree, then right-click and select Edit.
3. Select the 266 dimension, then right-click and
select Properties.
Edit the Name from d0 to BIT_LENGTH.
Click OK.
4. Select the diameter 14 dimension, then
right-click and select Properties.
Edit the Name from d1 to BIT_DIA.
Click OK.

5. Click the Model Intent group drop-down menu,


and select Family Table .

6. Click Add Columns in the Family Table


dialog box.
Select the MAIN_PROTRUSION feature from
the model tree and select the 14 and 266
dimensions (BIT_DIA and BIT_LENGTH).
Click OK in the Family Items dialog box.

7. Click Insert Instance in the Family Table


dialog box.
8. Type STD_BIT_8-218 for the Instance Name.
9. Type 8 for the BIT_DIA and 218 for the
BIT_LENGTH.

Module 15 | Page 2 2012 PTC


10. Select the STD_BIT_8-218 instance and click
Copy With Increments . Configure the
Pattern Instance dialog box, as shown in the
figure:
Type 18 as the Quantity, and press ENTER.
Select the BIT_DIA dimension and click Add
Item .
Type 1 as the Increment, and press ENTER.
Select the BIT_LENGTH dimension and click
Add Item .
Type 8 as the Increment, and press ENTER.
11. Click OK in the Patternize Instance dialog box.
12. Select the duplicate STD_BIT_8-218 instance
(called STD_BIT_8-2180), then right-click and
select Delete Rows.
Click Yes to confirm the deletion.
13. Edit the Instance Names, as shown in the figure.
14. Leave the Family Table dialog box open.

2012 PTC Module 15 | Page 3


Task 2: Add a feature to the family table.

1. Click Add Columns in the Family Table


dialog box.
2. Click Feature in the Family Items dialog box, then
press CTRL and select the REDUCTION_CUT
feature from the model tree.
Click OK in the Family Items dialog box.
3. Edit the instances, as shown in the figure.

4. In the Family Table dialog box, click Verify Instances .


Click Verify.
Note that all instances regenerate successfully.
Click Close.
5. Select STD_BIT_8-218 in the family table.
6. Click Preview Instance . Click Close.

7. Select STD_BIT_14-266 in the family table.


8. Click Preview Instance . Click Close.

9. Select STD_BIT_20314 in the family table.


10. Click Preview Instance . Click Close.

11. Click OK in the Family Table dialog box.


12. Click Save from the Quick Access toolbar and click OK to save the model.
13. Click File > Manage Session > Erase Current > Yes to erase the model from memory.

This completes the exercise.

Module 15 | Page 4 2012 PTC


Module 16
Reusing Features

2012 PTC Module 16 | Page 1


Exercise 1: Creating User-Defined Features (UDFs)

Objectives
After successfully completing this exercise, you will be able to:
Reuse designs by creating user-defined features.

Scenario
You are assigned to create a spline end on the connector ends of the front engine block where it
interfaces with the rear engine block. Due to the large number of connector ends in future models,
use a generic connector end part to create a UDF.
Close Window Erase Not Displayed

Feature_Tools\Create_udf SPLINE_UDF_TEMPLATE.PRT

Task 1: Create a UDF from the end spline of the SPLINE_UDF_TEMPLATE.PRT.

1. Enable only the following Datum Display types:


.
2. In the ribbon, select the Tools tab.
3. Click UDF Library from the Utilities group.
4. Click Create from the menu manager.
5. Type spline_end as the name and press
ENTER.
6. Click Stand Alone > Done from the menu
manager.
7. Click No in the Confirmation dialog box to not
create a reference part.
8. Press CTRL and select the features in the model
tree, as shown in the figure, to be included in
the UDF.
All references from the features selected for
the UDF require prompts.

9. Click Done > Done/Return from the menu


manager.
10. Note the highlighted surface in the model.
11. Click Single > Done/Return from the menu
manager.
12. Type end surface as the prompt and press
ENTER.
The end surface was used for both the hole
and the cut.

Module 16 | Page 2 2012 PTC


13. Note the highlighted datum axis in the model.
14. Click Single > Done/Return from the menu
manager.
15. Type axis as the prompt and press ENTER.
The axis was used for both the hole and the
angled datum plane.

16. Note the highlighted edge in the model.


17. Type end edge as the next prompt and press
ENTER.
The edge was used for the chamfer.

18. Note the highlighted datum plane in the model.


19. Click Single > Done/Return from the menu
manager.
20. Type reference plane as the next prompt and
press ENTER.
The plane was used for the angled datum
plane.

2012 PTC Module 16 | Page 3


21. Note the highlighted surface in the model.
22. Type cylindrical surface as the next prompt
and press ENTER.
The surface was used as a reference for the
cut.

23. Click Next and Previous from the menu manager to review the prompts you have typed
in and correct any prompts, if necessary.
24. Click Done/Return from the menu manager.

Task 2: Define optional UDF elements.

1. In the UDF dialog box, double-click Var Dims.


2. Select the 10.5 dimension (d15) that defines the
length of the cuts.
3. Click Done/Return > Done/Return from the
menu manager.
4. Type spline length as the prompt for this
dimension and press ENTER.

5. In the UDF dialog box, double-click Var Elements.


6. Select END_CHAMFER from the model tree.
7. Click All > Done from the menu manager.
8. Click OK in the Select dialog box to complete selecting variable elements.
9. In the UDF dialog box, double-click Family
Table.
10. In the Family Table dialog box, click Add
Columns to add a column to the table.
11. In the Family Items dialog box, do the following:
Select Feature.
Select CTR_HOLE from the model tree.
Click OK.

Module 16 | Page 4 2012 PTC


12. In the Family Table dialog box, do the following:
Click Insert Instance twice to add two
additional instances.
Edit the values for the instance name and
feature columns, as shown in the figure.
Click OK.
13. Click OK in the UDF dialog box to save the UDF
to your working directory.
14. Click Done/Return from the menu manager.
15. Click Save from the main toolbar and click
OK to save the model.
16. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

This completes the exercise.

2012 PTC Module 16 | Page 5


Exercise 2: Placing User-Defined Features (UDFs)

Objectives
After successfully completing this exercise, you will be able to:
Reuse designs by inserting user-defined features.

Scenario
You are assigned to create a spline end on the connector ends of the front engine block where it
interfaces with the rear engine block. Due to the large number of connector ends in future models,
you have already created a UDF. Insert the UDF on the connector ends of the front engine block.
Close Window Erase Not Displayed

Feature_Tools\Place_UDF_Ex FINAL_GEAR_SHAFT_UDF.PRT

Task 1: Place the UDF on the Final Gear Shaft UDF part.

1. Enable only the following Datum Display types:


.
2. Click User-Defined Feature from the Get
Data group.
3. In the Open dialog box, select SPLINE_END.
GPH and click Open.
4. In the Select Instance dialog box, select the
NO_HOLE instance and click Open.
5. In the Insert User-Defined Feature dialog box,
accept the default selection of Advanced
reference configuration and click OK.
6. Click OK in the Information window.

7. In the User Defined Feature Placement dialog


box, do the following:
Select the Options tab and select Keep
dimension values for Scaling.
Clear the check box for redefining feature
END_CHAMFER.
Select the Placement tab.

Module 16 | Page 6 2012 PTC


8. In the User Defined Feature Placement dialog
box, select EDGE (Reference 1) from the list of
original feature references.
9. Select the edge shown in the figure as the
corresponding reference for End Edge.

10. In the User Defined Feature Placement dialog


box, select AXIS (Reference 2) from the list of
original feature references.
11. Select datum axis A_2, shown in the figure, as
the corresponding reference for Axis.

12. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 3) from the
list of original feature references.
13. Select datum plane FRONT shown in the figure
as the corresponding reference for Reference
Plane.

2012 PTC Module 16 | Page 7


14. In the User Defined Feature Placement dialog
box, select SURFACE (Reference 4) from the
list of original feature references.
15. Select the surface shown in the figure as the
corresponding reference for End Surface.

16. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 5) from the
list of original feature references.
17. Select the surface shown in the figure as the
corresponding reference for Cylindrical Surface.

18. In the User Defined Feature Placement dialog


box, select the Variables tab and type 15 as the
value for the d15 cut dimension.
Click Accept .

19. Click Save from the Quick Access toolbar.


20. Click OK in the Save Object dialog box.
21. Click Close .

Module 16 | Page 8 2012 PTC


Task 2: Place the UDF on the Chuck UDF part.

1. Click Working Directory from the Navigator.


2. Double-click CHUCK_UDF.PRT from the
Browser to open it.
3. Click User-Defined Feature from the Get
Data group.
4. In the Open dialog box, select SPLINE_END.
GPH and click Open.
5. In the Select Instance dialog box, select the
NO_HOLE instance and click Open.
6. In the Insert User-Defined Feature dialog box,
accept the default selection of Advanced
reference configuration and click OK.
7. Click OK in the Information window.

8. In the User Defined Feature Placement dialog


box, do the following:
Select the Options tab and select Keep
dimension values for Scaling.
Clear the check box for redefining feature
END_CHAMFER.
Select the Placement tab.

9. In the User Defined Feature Placement dialog


box, select EDGE (Reference 1) from the list of
original feature references.
10. Select the edge shown in the figure as the
corresponding reference for End Edge.

2012 PTC Module 16 | Page 9


11. In the User Defined Feature Placement dialog
box, select AXIS (Reference 2) from the list of
original feature references.
12. Select datum axis A_2, shown in the figure, as
the corresponding reference for Axis.

13. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 3) from the
list of original feature references.
14. Select datum plane RIGHT shown in the figure
as the corresponding reference for Reference
Plane.

15. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 4) from the
list of original feature references.
16. Select the surface shown in the figure as the
corresponding reference for End Surface.

Module 16 | Page 10 2012 PTC


17. In the User Defined Feature Placement dialog
box, select SURFACE (Reference 5) from the
list of original feature references.
18. Select the surface shown in the figure as the
corresponding reference for Cylindrical Surface.

19. In the User Defined Feature Placement dialog


box, select the Variables tab and type 20 as the
value for the d15 cut dimension.
Click Accept .

In both cases, the UDF is removing material.


However, it is possible to have a UDF that
uses various features to add and remove
material at the same time. Also, since a
feature tool such as Extrude can be used to
create cuts or protrusions, it is possible to
create a UDF that can be toggled between
Cut and Protrusion upon placement.

20. Click Save from the main toolbar.


21. Click OK in the Save Object dialog box.
22. Click Close .

Task 3: Place the UDF on the Engine Block Front part.

1. Click Working Directory from the Navigator.


2. Double-click ENG_BLOCK_FRONT.PRT from
the Browser to open it.
3. Click User-Defined Feature from the Get
Data group.
4. In the Open dialog box, select SPLINE_END.
GPH and click Open.
5. In the Select Instance dialog box, select the
HOLE instance and click Open.
6. In the Insert User-Defined Feature dialog box,
accept the default selection of Advanced
reference configuration and click OK.
7. Click OK in the Information window.

2012 PTC Module 16 | Page 11


8. In the User Defined Feature Placement dialog
box, do the following:
Select the Options tab.
Select Scale by value for Scaling and type
0.33 as the Scaling factor.
Select the Placement tab.

9. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 1) from the
list of original feature references.
10. Zoom in and select the surface shown in the
figure as the corresponding reference for End
Surface.

11. In the User Defined Feature Placement dialog


box, select AXIS (Reference 2) from the list of
original feature references.
12. Select datum axis A_1, shown in the figure, as
the corresponding reference for Axis.

13. In the User Defined Feature Placement dialog


box, select EDGE (Reference 3) from the list of
original feature references.
14. Select the edge shown in the figure as the
corresponding reference for End Edge.

Module 16 | Page 12 2012 PTC


15. In the User Defined Feature Placement dialog
box, select SURFACE (Reference 4) from the
list of original feature references.
16. Select datum plane DTM1, shown in the figure,
as the corresponding reference for Reference
Plane.

17. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 5) from the
list of original feature references.
18. Select the surface shown in the figure as the
corresponding reference for Cylindrical Surface.

19. In the User Defined Feature Placement dialog


box, select the Variables tab and type 4 as the
value for the d15 cut dimension.

20. In the User Defined Feature Placement dialog box, clear the Auto Regeneration check box.
Click First Feature .
Click Last Feature .
21. Notice that you are now redefining the chamfer feature within the UDF.
22. In the dashboard, do the following:
Change 45 x D to Angle x D from the
Dimensioning Scheme drop-down list.
Click Switch Surfaces .
Type 30 as the angle value.
Type 0.75 as the chamfer distance (D) value,
as shown in the figure.
Click Complete Feature .

2012 PTC Module 16 | Page 13


23. Click Accept in the User Defined Feature
Placement dialog box.
24. Click Save from the main toolbar.
25. Click OK in the Save Object dialog box.
26. Click Close .
27. Click File > Manage Session > Erase Not
Displayed and click OK to erase all files from
memory.

This completes the exercise.

Module 16 | Page 14 2012 PTC


Module 18
Advanced Patterns

2012 PTC Module 18 | Page 1


Exercise 1: Creating Varying Patterns

Objectives
After successfully completing this exercise, you will be able to:
Use various techniques to create patterns with members that vary as they are patterned.

Scenario
The front and back vents in the engine cover need patterns that vary in size for aesthetic and
functional purposes.
Close Window Erase Not Displayed

Pattern\Dim_Pattern_1st ENGINE_COVER.PRT

Task 1: Create a varying dimension pattern of the FRONT_VENT.

1. Disable all Datum Display types.


2. Click Named Views from the In Graphics
toolbar and select FRONT.
3. Select Group FRONT_VENT from the model
tree.
Right-click and select Pattern.

4. In the dashboard, verify that the pattern type is


Dimension.
5. Select the 30 dimension and type 8 as the
increment.
Edit the number of members to 11.
Click Complete Feature from the
dashboard.
Notice that the pattern has narrowed
automatically.

Module 18 | Page 2 2012 PTC


Task 2: Determine why the patterned cut automatically narrowed.

1. Expand Pattern 3 of FRONT_VENT, Group


FRONT_VENT, and FRONT_CUT.
Select Section 1, then right-click and select
Edit Definition.
Enable only the following Sketcher Display
types: .
Notice that the pattern narrowed automatically
due to the construction geometry in the sketch
that was used to capture the design intent. As
the 30 dimension is increased, the length of
the sketch follows the construction geometry.
To test that a feature varies as desired once
it is patterned, drag the end of a dimensions
arrow.

2. Click Cancel from the Sketcher toolbar and


then click Yes.

Task 3: Create a varying pattern for the back vents.

1. Click Named Views and select BACK.


2. Expand the Group BACK_VENT group in the
model tree.
Expand BACK_CUT.
Select Section 1, then right-click and select
Edit Definition.
Notice the use of a construction arc in the
sketch. The sketch follows this path when
patterned.

3. Click Cancel from the Sketcher toolbar and


then click Yes.
4. Select the Group BACK_VENT from the model
tree.
Right-click and select Pattern.

5. Select the 30 dimension, type 8 as the increment,


and press ENTER.
Edit the number of members to 6.
Click Complete Feature .
6. Spin the model slightly and notice that the last
pattern member is very close to the U shaped
cut.

2012 PTC Module 18 | Page 3


Task 4: Refine the pattern by adding an additional dimension to increment.

1. With the pattern still selected, right-click and


select Edit Definition.
Press CTRL, select the 24 dimension, type -1
as the increment, and press ENTER.
2. In the dashboard, do the following:
Select the Dimensions tab and notice the
second dimension in the first direction.
Edit the number of pattern members to 11 and
press ENTER.
Click Complete Feature .

3. Click Save from the main toolbar and click OK to save the model.
4. Click File > Manage Session > Erase Current > Yes to erase the model from memory.

This completes the exercise.

Module 18 | Page 4 2012 PTC


Exercise 2: Creating a Fill Pattern on MUFFLER.PRT

Objectives
After successfully completing this exercise, you will be able to:
Create a Fill pattern.

Scenario
You are assigned to create a Fill pattern that achieves the desired muffler look and also contains
enough hole area for the correct back pressure.
Close Window Erase Not Displayed

Pattern\Fill_Pattern MUFFLER.PRT

Task 1: Create a Fill pattern on MUFFLER.PRT.

1. Disable all Datum Display types.


2. Select the EXH_HOLE feature from the model
tree, then right-click and select Pattern.
3. Select Fill as the pattern type, if necessary.
Select the circular sketch feature from the
model.

4. In the dashboard, edit the Pattern Spacing


to 5.

2012 PTC Module 18 | Page 5


5. In the dashboard, select Diamond Spacing
from the Spacing types drop-down menu.

6. In the dashboard, select Hexagon Spacing


from the Spacing types drop-down menu.

7. In the dashboard, select Circle Spacing


from the Spacing types drop-down menu.
8. Edit the Pattern Radial Spacing to 7.

9. In the dashboard, select Curve Spacing from


the Spacing types drop-down menu.

Module 18 | Page 6 2012 PTC


10. In the dashboard, select Spiral Spacing
from the Spacing types drop-down menu.
11. Edit the Pattern Grid Rotation to 180
degrees.

12. In the dashboard, select Square Spacing


from the Spacing types drop-down menu.

13. Edit the Pattern Boundary Spacing to -1.


14. Edit the Pattern Grid Rotation to 45
degrees.
15. Select the two pattern members closest to the
front edge to disable them.

16. Click Complete Feature .


17. Click Save from the main toolbar and click
OK to save the model.
18. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

This completes the exercise.

2012 PTC Module 18 | Page 7


Exercise 3: Creating a Pattern Table for the Muffler

Objectives
After successfully completing this exercise, you will be able to:
Create a pattern table.

Scenario
You are assigned to modify the design of a Muffler part by using pattern tables.
Close Window Erase Not Displayed

Pattern\Create_Pat_Table MUFFLER_PATTERN.PRT

Task 1: Open a template part and create a pattern.

1. Disable all Datum Display types.


2. Select Hole 1 and click Pattern from the
Editing group.
3. In the dashboard, edit the pattern type to
Dimension, if necessary.
Select the 7.5 dimension and type 5 as the
increment.
Right-click and select Direction 2
Dimensions.
Select the 8 dimension and type 5 as the
increment.
Type 8 for the number of members in the first
direction (horizontal).
Type 7 for the number of members in the
second direction (vertical).
4. Click Complete Feature .

Task 2: Convert the pattern to a pattern table.

1. Select the pattern of holes if it is not already


selected.
2. Right-click and select Edit Definition.
3. In the dashboard, edit the pattern type from
Dimension to Table and click Yes in the Confirm
dialog box.
Press CTRL and select the 3 dimension.
Select the Table Dimensions tab and notice
all three dimensions.

Module 18 | Page 8 2012 PTC


4. In the dashboard, select the Tables tab.
Click in the Name field, edit the table name to
MUFFLER-1, and press ENTER.
Click Edit.
5. The Pro/TABLE Editor launches.
6. Notice that the table contains values for the
existing holes. The system converted the
Dimension pattern into a Table pattern.

7. In the Pro/TABLE Editor, select instance 1 by


clicking in the idx column.
Press SHIFT and select instance 6 to highlight
pattern instances 16.
Click Edit > Delete.
In the Delete Rows/Columns dialog box, select
Rows and click OK.

8. Repeat the previous step to delete the following rows:


8
1112
1516
2325
3032
3940
4344
47
4954
The pattern table starts numbering at zero (for the lead instance) but does not display
this instance in the table since it cannot be modified using the table. Therefore, instance
#1 in the table is actually pattern instance #2, and instance #55 in the table is actually
pattern instance #56.

9. Type 4 in the DIA (3.00) column for the following instances:


9
1417
22
2728
33
3841
46

2012 PTC Module 18 | Page 9


10. Click File > Exit from the Pro/TABLE Editor to
close it.
11. Click Complete Feature .
12. Click Save from the main toolbar and click
OK to save the model.
13. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

This completes the exercise.

Module 18 | Page 10 2012 PTC


Exercise 4: Creating Teeth in the V-Belt
Objectives
After successfully completing this exercise, you will be able to:
Create a Curve pattern.

Scenario
You are tasked with completing the V-belt for an engine's front pulley system. The design criteria
stipulate that for this belt length there must be forty teeth.
Close Window Erase Not Displayed

Pattern\Curve_Pattern BELT.ASM

Task 1: Use a Curve pattern to create evenly spaced teeth within the V-belt.

1. Disable all Datum Display types.


2. Notice that the V-belt wraps around the two
pulleys and the idler.

3. Right-click V_BELT_3L.PRT and select Open.


4. Select the BELT_PATH sketch.

5. Right-click TOOTH_SECTION and select Edit


Definition.
6. Enable only the following Sketcher Display
types: .

7. Click Sketch View from the Setup group.


8. Zoom in on the section. Notice that it is tangent
to the BELT_PATH sketch.
9. Click OK .

2012 PTC Module 18 | Page 11


10. With TOOTH_SECTION still selected, start the
Extrude from the Engineering group.
11. In the dashboard, click Remove Material .
Edit the Side 1 depth to Through All .
Select the Options tab and edit the Side 2
depth to Through All .
12. Click Complete Feature from the dashboard.

13. Press CTRL+D to orient to the Standard


Orientation.
14. With Extrude 1 still selected, click Pattern
from the Editing group.
15. Edit the pattern type to Curve.
16. Select sketch BELT_PATH.

17. In the dashboard, click Use Member Quantity


.
Edit the member quantity to 40.
18. Click Complete Feature .

19. Click Save from the main toolbar and click


OK to save the model.
20. Click Close to return to the BELT.ASM.

21. Click Save from the main toolbar and click OK to save the model.
22. Click File > Manage Session > Erase Current, then click Select All and OK to erase
the model from memory.

This completes the exercise.

Module 18 | Page 12 2012 PTC


Exercise 5: Creating Advanced Patterns
Objectives
After successfully completing this exercise, you will be able to:
Create dimension patterns in two directions.
Create rotational patterns.
Create fill patterns.
Create patterns of patterns.
Scenario
You have been assigned to complete the design for a cover, which requires multiple patterns.
Close Window Erase Not Displayed

Pattern\Adv_Patterns COVER.PRT

Task 1: Create the first pattern of a Nested pattern.

1. Enable only the following Datum Display types:


.
2. Click Named Views from the In Graphics
toolbar and select TOP.

3. Zoom in on Hole 1 near the center of the model.


4. Select Hole 1 and click Pattern .
5. In the dashboard, select Dimension as the
pattern type.
6. Select the horizontal 2 dimension and edit the
increment to 4.
7. Right-click and select Direction 2 Dimensions.
8. Select the vertical 2 dimension and edit the
increment to 4.

9. Click Complete Feature .


10. Zoom out slightly.

2012 PTC Module 18 | Page 13


Task 2: Create a Fill pattern of the previous pattern.

1. Create a Fill pattern of the previous pattern.


2. Right-click and select Pattern.
3. Edit the pattern type to Fill.
Select the circular FILL_SKETCH from the
model.

4. Select Diamond Spacing from the spacing


types drop-down menu.
Type 16 as the Pattern Spacing value
and press ENTER.
Type 6 as the Pattern Boundary Spacing
value and press ENTER.
Notice that the pattern is not symmetric within
the sketch, as shown in the figure.
5. In the dashboard, select the Options tab.
Select the Use alternate origin check box.
Select datum point PNT0 from the model tree.
Notice that the pattern is now symmetric within
the sketch.

6. Click Complete Feature .


7. Orient to the Standard Orientation.

Module 18 | Page 14 2012 PTC


Task 3: Pattern the extruded cut.

1. Disable Plane Display .

2. Disable Point Display .


3. Select Extrude 2 from the model tree.
4. Click Pattern .
Verify that the pattern type is Dimension.
Select the 49 dimension and edit the increment
to 12.
Edit the number of members to 4.
5. Click Complete Feature .
6. Spin the model and view the pattern.

Task 4: Create a rotational dimension pattern of the previous pattern.

1. Select the pattern of extruded cuts, if not already


selected.
2. Right-click and select Pattern.
3. Verify that the pattern type is set to Dimension.
4. Select the 45 degree dimension, and edit the
increment to 60.
5. Edit the number of members to 6.
6. Click Complete Feature .
7. Spin the model and view the pattern.

Task 5: Create a reference pattern on the previous nested pattern.

1. Select Round 2 from the model tree and zoom


in slightly.
2. Right-click and select Pattern.
3. Notice that the pattern type is set to Reference.
4. Notice that the Reference type is set to Feature.
5. Click Complete Feature .

6. With the pattern still selected, right-click and


select Edit Definition.
7. In the dashboard, edit the Reference type to
Group.
8. Click Complete Feature .

2012 PTC Module 18 | Page 15


9. With the pattern still selected, right-click and
select Edit Definition.
10. In the dashboard, edit the Reference type to
Both.
11. Click Complete Feature .

Task 6: Complete the model by increasing the quantity of the Nested pattern.

1. Select the nested pattern of extruded cuts (not


the reference pattern). Right-click and select
Edit Definition.
2. In the dashboard, select the Dimensions tab.
Edit the Direction 1 Increment to 14.4.
3. Edit the number of members to 25.
4. Click Complete Feature .

5. Zoom in to view the feature detail.


6. Click Save from the main toolbar and click
OK to save the model.
7. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

This completes the exercise.

Module 18 | Page 16 2012 PTC


Copyright
Advanced Modeling using Creo Parametric 2.0
Copyright 2012 Parametric Technology Corporation and/or Its Subsidiary Companies. All Rights Reserved.
User and training guides and related documentation from Parametric Technology Corporation and its subsidiary companies (collectively "PTC") are subject to the copyright laws of the United States and
other countries and are provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTC hereby grants to the licensed software user the right to make copies
in printed form of this documentation if provided on software media, but only for internal/personal use and in accordance with the license agreement under which the applicable software is licensed. Any
copy made shall include the PTC copyright notice and any other proprietary notice provided by PTC. Training materials may not be copied without the express written consent of PTC. This documentation
may not be disclosed, transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written consent of PTC and no
authorization is granted to make copies for such purposes.
Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibility
or liability for any errors or inaccuracies that may appear in this document.
The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United
States and other countries. It may not be copied or distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except with
written prior approval from PTC.
UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. PTC regards software piracy as the crime it is, and we view
offenders accordingly. We do not tolerate the piracy of PTC software products, and we pursue (both civilly and criminally) those who do so using all legal means available, including public and private
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data (including to the United States), cease using the illegal version, and contact PTC to obtain a legally licensed copy.
Important Copyright, Trademark, Patent, and Licensing Information: See the About Box, or copyright notice, of your PTC software.
UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND
This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN95),
and are provided to the US Government under a limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to the
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FAR 52.227-19(c)(1)-(2) (JUN87), as applicable. 01012012
Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA

PRINTING HISTORY
Document No. Date Description
T3903-390-02 05/04/2012 Initial Printing of:
Advanced Modeling using Creo Parametric 2.0
Order Number DT-T3903-390-02
Printed in the U.S.A

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