CATIA V5 Fundamentals

Student Notes:
Lesson 1: Introduction (1/3)

About the Student Guide 1-3

Conventions Used in the Student Guide 1-4
Case Study: Introduction to CATIA 1-5
Design Intent 1-6
Stages in the Process 1-7
Understand the CATIA Software 1-8
PLM - Product Lifecycle Management 1-9
PLM in Practice 1-10
CATIA Within the PLM Solution 1-11
CATIA’s Scope From Concept To Realization 1-12
What is CATIA V5? 1-13
Key Terms 1-14
Design Intent 1-18
How Features Affect Design Intent 1-21
Exercise: Design Intent 1-23
Exercise Illustration 1-24
Open CATIA 1-26
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Starting CATIA Using the Start Menu 1-27

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 CATIA V5 Fundamentals

Student Notes:
Lesson 1: Introduction (2/3)

Opening an Existing Document 1-28

Understand the CATIA Interface 1-29
Windows Philosophy 1-30
Introduction to V5 Documents 1-34
The Workbench Concept 1-35
CATIA User Interface 1-36
Workbenches 1-38
Menus and Toolbars 1-39
Finding Tools 1-41
The Specification Tree 1-42
Manipulating the Specification Tree 1-43
Selecting Objects with the Mouse 1-44
The Object/Action and Action/Object Approaches 1-45
Using the CATIA Dialog Boxes 1-46
Using Dialog Boxes and Right-click 1-48
Moving Objects with the Mouse 1-49
Compass 1-51
Graphic Properties 1-52
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 CATIA V5 Fundamentals

Student Notes:
Lesson 1: Introduction (3/3)

Changing the Graphic Properties 1-53

Rendering Styles 1-54
Applying Rendering Styles 1-55
CATIA User Companion 1-56
Help Documentation 1-57
Message Bar 1-58
Exercise: CATIA V5 User Interface 1-59
Do it Yourself 1-60
Case Study: Introduction to CATIA 1-66
Case Study: Introduction to CATIA 1-67
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 CATIA V5 Fundamentals

Student Notes:
Lesson 2: Profile Creation (1/3)

Case Study: Profile Creation 2-2

Design Intent 2-3
Stages in the Process 2-4
Create a New Part 2-5
Creating a New Part 2-6
Part Design Workbench 2-7
Select an Appropriate Sketch Support 2-8
Reference Planes 2-9
What is a Sketch? 2-10
Sketch Support 2-11
Create Sketched Geometry 2-13
Basic Sketching 2-14
Positioned Sketching 2-15
Sketcher Workbench 2-16
Grid 2-17
Geometry Creation 2-18
Points 2-19
Lines 2-20
Circles 2-21
Ellipse, Parabola, Hyperbola, and Spline 2-22
Conics 2-23
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Pre-defined Profiles 2-24

User-defined Profiles 2-26
Introduction to Re-limitations 2-27

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Student Notes:
Lesson 2: Profile Creation (2/3)

Construction Geometry 2-28

Recommendations for Sketching 2-29
Why Positioned Sketch? 2-30
Creating a Profile: Which are the Best Tools to Use? 2-34
When to Use Fillet, Chamfer, Draft? 2-35
Exercise: Profile Creation (Detailed Instructions) 2-37
Do it Yourself 2-38
Exercise: Profile Creation (Limited Instructions) 2-48
Do it Yourself 2-49
Exercise: Multiple Profile Creation 2-51
Do it Yourself 2-52
Constrain the Sketch 2-54
Constraining the Sketch 2-55
Geometric and Dimensional Constraints 2-56
Fully-Constrained Sketches 2-57
Geometric Constraints 2-58
Dimensional Constraints 2-60
Recommendations for Constraining 2-61
Sketch in Context 2-62
Sketcher Orientation 2-64
Tips on Initial Sketch Geometry 2-66
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Tips on Constraint Creation 2-68

Controlling the Constraint Dimension Direction 2-69

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Student Notes:
Lesson 2: Profile Creation (3/3)

Create the Pad Feature 2-70

Completing the Feature 2-71
Using a Pad to Create the First Feature 2-72
Save and Close the Document 2-73
Saving Documents 2-74
Saving a Document with a New Name 2-76
Closing a Document 2-77
To Sum Up 2-78
Exercise: Sketch Constrains (Detailed Instructions) 2-79
Do it Yourself 2-80
Exercise: Sketch Constrains (Limited Instructions) 2-91
Do it Yourself 2-92
Exercise: Sketch Constrains 2-98
Do it Yourself 2-99
Case Study: Profile Creation 2-101
Do It Yourself: Drawing of the Support Plaque 2-102
Case Study: Support Plaque Recap 2-103
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Student Notes:
Lesson 3: Basic Features (1/3)

Basic Features in Part Design 3-2

Case Study: Basic Features 3-3
Design Intent 3-4
Stages in the Process 3-5
Determine a Suitable Base Feature 3-6
Part Design Terminology 3-7
Creating a Base Feature 3-8
Selecting a Base Feature 3-9
Selecting a Base Feature - Exercise 3-10
Selecting a Base Feature - Answers 3-11
Features that Add or Remove Material 3-12
Create Pad and Pocket Features 3-14
Creating Pads 3-15
Creating a Simple Pocket 3-16
Pad and Pocket Limits 3-17
Restrictions for Pad/Pocket Profile Sketches 3-18
Open Profiles 3-19
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Create Holes 3-20

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Student Notes:
Lesson 3: Basic Features (2/3)

What is a Hole? 3-21

Using Pockets or Holes 3-22
Hole Creation Using a Positioning Sketch 3-23
Hole Creation Using Pre-defined References 3-24
Create Fillets and Chamfers 3-26
What is a Fillet? 3-27
Selection and Propagation Modes 3-28
Filleting an Edge 3-29
Face-Face Fillets 3-30
Variable Radius Fillets 3-32
What is a Chamfer? 3-34
Chamfer Dimensioning Mode 3-35
Creating a Chamfer 3-36
Recommendations for Fillets 3-37
Why One Fillet for Few Edges? 3-38
To Sum Up 3-40
Exercise: Basic Features Creation (Detailed Instructions) 3-41
Do it Yourself 3-42
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Exercise: Basic Feature Creation (Limited Instructions) 3-50

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Student Notes:
Lesson 3: Basic Features (3/3)

Do it Yourself 3-51
Exercise: Basic Features Creation 3-56
Do it Yourself 3-57
Exercise: Edge and Face-Face Fillets 3-59
Do it Yourself 3-60
Case Study: Basic Features 3-62
Do It Yourself: Drawing of the Engine Support 3-63
Case Study: Engine Support Recap 3-65
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Student Notes:
Lesson 4: Additional Features (1/4)

Case Study: Additional Features 4-2

Design Intent 4-3
Stages in the Process 4-5
Create Feature Profiles and Axis system 4-6
Additional Sketcher Tools 4-7
Sketcher Relimitation Tools 4-8
Sketcher Re-limitation Tools 4-8
Re-limitations 4-9
Trim Options 4-10
Quick Trim Options 4-11
Sketcher Transformation Tools 4-12
Mirror and Symmetry Options 4-13
Translation 4-14
Rotation 4-16
Scale 4-18
Offset Propagation Modes 4-20
Offset 4-21
Project 3D Elements 4-23
3D Geometry Elements 4-24
Isolate Projected Elements 4-25
Sketch Analysis 4-26
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Sketch Analysis Window 4-27

Performing a Quick Geometry Diagnosis 4-30

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Student Notes:
Lesson 4: Additional Features (2/4)

Create Relationships between Dimensions 4-32

Create Relationships between Dimensions 4-32
Equivalent Dimensions 4-33
Creating Equivalent Dimensions 4-34
Editing Equivalent Dimensions through Feature Tree 4-35
Formula 4-36
Creating a Formula 4-37
Editing Formula through Feature Tree 4-38
Create an Axis System 4-39
Create an Axis System 4-39
Types of Axis System 4-40
Creating an Axis System 4-41
Axis System: Set as Current 4-42
Axis System with New Part 4-43
Create Multi-profile Sketch Features 4-44
Multiple Profiles 4-45
Multi-Pads/Pockets 4-46
Solving Ambiguity for Multi-Pads/Pockets 4-48
Sub-Elements of a Sketch 4-49
Solving Ambiguity for Sub-Elements 4-51
Exercise: Multiple Profile Sketch Features (Detailed Instructions) 4-53
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Do it Yourself 4-74
Exercise: Sketch Analysis and Pocket (Limited Instructions) 4-71
Do it Yourself 4-72

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Student Notes:
Lesson 4: Additional Features (3/4)

Exercise: Multiple Profile Sketch Features 4-80

Do it Yourself 4-81
Create Basic Wireframe Geometry 4-84
Reference Geometry 4-85
Accessing the Reference Elements Toolbar 4-86
Power Input Line 4-87
Points 4-88
Lines 4-89
Planes 4-91
Recommendations for Reference Elements 4-93
No Reference Elements on Solid Face 4-94
Create Shaft and Groove Features 4-97
Creating an Axis 4-98
Dimensioning to an Axis 4-99
Revolved Features 4-100
Axis of Revolution 4-102
Shafts 4-103
Creating Grooves 4-104
Restrictions for Revolved Features 4-105
Exercise: Shaft and Groove (Detailed Instructions) 4-107
Do it Yourself 4-108
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Exercise: Shaft and Groove (Limited Instructions) 4-119

Do it Yourself 4-120

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 CATIA V5 Fundamentals

Student Notes:
Lesson 4: Additional Features (4/4)

Exercise: Shaft and Groove 4-124

Do it Yourself 4-125
Shell the Model 4-127
Shelling 4-128
Shelling a Part 4-129
Recommendations for Shelling 4-131
Avoid Shell with Multiple Thickness 4-132
Importance of Feature Order 4-133
Thin Features 4-134
To Sum Up 4-136
Exercise: Thin Pad and Shell (Detailed Instructions) 4-137
Do it Yourself 4-138
Exercise: Pad, Fillet, Hole and Shell (Limited Instructions) 4-145
Do it Yourself 4-146
Exercise: Thin Pad, Shell and Holes 4-151
Do it Yourself 4-152
Case Study: Additional Part Features 4-154
Do It Yourself: Drawing of the Handle Block 4-155
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Student Notes:
Lesson 5: Dress-up Features (1/3)

Case Study: Dress-up Features 5-2

Design Intent 5-3
Stages in the Process 5-4
Apply a draft 5-5
What is a Draft? 5-6
Basic Drafts 5-8
Reflect Draft 5-10
Variable Draft 5-12
Selecting Faces to Draft 5-14
Using the Draft Analysis Tool 5-15
Recommendations for Drafts 5-16
Parting and Neutral Elements 5-17
Create Fillets After Drafts 5-18
Dress-Up Feature Order 5-19
Create a stiffener 5-20
Introduction to Stiffeners 5-21
Creation of Stiffeners 5-22
Recommendations for Stiffeners 5-24
Avoid Creation of Stiffeners 5-25
Exercise: Stiffeners and Draft (Detailed Instructions) 5-26
Do it Yourself 5-27
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Exercise: Reflect Draft (Limited Instructions) 5-34

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Student Notes:
Lesson 5: Dress-up Features (2/3)

Do it Yourself 5-35
Exercise: Stiffeners and Draft 5-41
Do it Yourself 5-42
Create Threads and Taps 5-44
What are Threads and Taps? 5-45
Thread and Tap 5-47
Exercise: Thread and Tap (Detailed Instructions) 5-49
Do it Yourself 5-50
Exercise: Thread 5-62
Do it Yourself 5-63
Edit Features 5-65
Editing Features 5-66
Model View Options 5-67
Hide/Show 5-68
Investigating the Model 5-70
Parent-Child Relationships 5-72
Why Reorder Features? 5-73
Reordering Features 5-74
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 CATIA V5 Fundamentals

Student Notes:
Lesson 5: Dress-up Features (3/3)

Limitations on using Reorder 5-76

Define in Work Object 5-77
Deactivate/Activate 5-79
Resolving Feature Failures 5-80
Properties 5-84
Search 5-88
Recommendation for Deactivate 5-92
No Deactivated Feature in Loaded Document 5-93
Design Practices 5-95
To Sum Up 5-96
Exercise: Features Deactivation (Detailed Instructions) 5-97
Do it Yourself 5-98
Exercise: Features Activation (Limited Instructions) 5-105
Do it Yourself 5-106
Exercise: Update Error Management (Limited Instructions) 5-109
Do it Yourself 5-110
Case Study: Dress-up Features 5-114
Do It Yourself: Drawing of the Casing 5-115
Case Study: Casing Recap 5-116
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 CATIA V5 Fundamentals

Student Notes:
Lesson 6: Reusing Data (1/3)

Case Study: Reusing Data 6-2

Design Intent 6-3
Stages in the Process 6-4
Duplicate Features 6-5
Introduction to Duplicating Features 6-6
Mirror 6-7
Patterns 6-8
Reusing Data 6-1
Case Study: Reusing Data 6-2
Design Intent 6-3
Stages in the Process 6-4
Duplicate Features 6-5
Introduction to Duplicating Features 6-6
Mirror 6-7
Patterns 6-8
Rectangular Patterns 6-9
Circular Patterns 6-11
User Patterns 6-14
Recommendations for Patterns 6-16
Exploding a Pattern 6-17
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 CATIA V5 Fundamentals

Student Notes:
Lesson 6: Reusing Data (2/3)

Removing Individual Instances in a Pattern 6-18

Keep Specification 6-19
Contextual Menus 6-20
Exercise: Patterns (Detailed Instructions) 6-21
Do it Yourself 6-22
Exercise: Patterns (Limited Instructions) 6-33
Do it Yourself 6-34
Exercise: Patterns 6-38
Do it Yourself 6-39
Transform a Body 6-41
Using Transformations 6-43
Translation 6-44
Rotation 6-46
Symmetry 6-47
Scaling 6-49
Recommendations for Transformations 6-50
Differences in Transformations 6-51
Scaling the Part to Define Mold “Shrink” 6-52
Copy-Paste 6-53
Copy and Paste Data 6-54
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 CATIA V5 Fundamentals

Student Notes:
Lesson 6: Reusing Data (3/3)

Insert Data from a Catalog 6-57

Introduction to Catalogs 6-58
Power Copy 6-60
User Feature 6-63
Catalog Creation 6-64
Inserting Catalog Items 6-65
To Sum Up 6-68
Exercise: Part Transformation and Catalog (Detailed Instructions) 6-69
Do it Yourself 6-70
Exercise: Patterns Modifications (Limited Instructions) 6-80
Do it Yourself 6-81
Exercise: Pattern and Catalog 6-85
Case Study: Reusing Data 6-88
Do It Yourself: Drawing of the Engine 6-89
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Student Notes:
Lesson 7: Finalizing Design Intent (1/2)

Case Study: Finalizing Design Intent 7-2

Design Intent 7-3
Stages in the Process 7-5
Apply Material Properties 7-6
Material Properties 7-7
Applying Material Properties 7-8
Viewing Material on the Model 7-10
Measure the Model 7-11
Measure Between Modes 7-15
Measure Between 7-16
Measure Item 7-18
Components Option 7-20
Mass Properties 7-22
Measure Inertia 7-23
Creating Measurement Geometry 7-25
Update 7-27
Exercise: Material and Measures (Detailed Instructions) 7-28
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Do it Yourself 7-29

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Student Notes:
Lesson 7: Finalizing Design Intent (2/2)

Exercise: Material and Measures (Limited Instructions) 7-41

Do it Yourself 7-42
Create Formulas and Parameters 7-45
Formulas 7-46
Identifying Parameters 7-47
Creating User-Defined Parameters 7-48
Renaming Parameters 7-50
Filters 7-51
Creating Formulas 7-52
Creating a Formula Using the Formula Dialog Box 7-53
Creating a Formula by Editing the Dimensional Value 7-55
Recommendations for Formulas 7-57
Units 7-58
Displaying Formulas and User-Defined Parameters 7-60
To Sum Up 7-61
Exercise: Parameter and Formula (Detailed Instructions) 7-62
Do it Yourself 7-63
Exercise: Parameter and Formula (Limited Instructions) 7-76
Do it Yourself 7-77
Exercise: Parameter and Formula 7-85
Do it Yourself 7-86
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Case Study: Finalizing Design Intent 7-90

Do It Yourself: Finalizing Design Intent 7-91

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Student Notes:
Lesson 8: Assembly Design (1/3)

Introduction to Assembly Design 8-2

Terminology 8-3
Case Study: Assembly Design 8-4
Design Intent 8-5
Stages in the Process 8-6
Create a New CATProduct 8-7
Defining a New Assembly Document 8-8
Assigning Product Properties 8-9
Assemble the Base Component 8-10
Inserting an Existing Component 8-13
Assigning Component Properties 8-15
Manipulate the Position of the Component 8-17
Positioning the Compass to Move a Component 8-19
Moving a Component Using the Compass 8-20
Snapping Components 8-22
Fixing a Component in Space 8-23
Fixing a Component 8-25
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Can You Reorder a Product Structure? 8-27

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Student Notes:
Lesson 8: Assembly Design (2/3)

Product Structure Reordering 8-28

Copy and Paste a Component 8-30
Duplicating Multiple Instances of a Component 8-31
Duplicating Components Using an Existing Pattern 8-32
Components from a Catalog 8-35
Recommendation for Symmetric Parts 8-37
Exercise: Basic Assembly 8-38
Exercise: Basic Assembly (Detailed Instructions) 8-38
Do it Yourself 8-39
Exercise: Reuse Components (Limited Instructions) 8-44
Do it Yourself 8-45
Exercise: Component Positioning 8-49
Do it Yourself 8-50
Assemble & Fully Constrain Components 8-52
Degrees of Freedom 8-53
Setting Assembly Constraints 8-54
Assembly Constraints 8-55
Available Constraints and their Symbols 8-56
Defining a Coincidence Constraint 8-57
Defining a Contact Constraint 8-59
Defining an Offset Constraint 8-60
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Creating an Angle Constraint 8-61

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Student Notes:
Lesson 8: Assembly Design (3/3)

Fixing Together Components 8-63

Recommendation for Constraints 8-64
Constraint Rules 8-66
Assembly Assistant 8-67
Updating Constraints 8-68
Options For Updating Assembly Constraints 8-70
Handling Update Errors 8-71
Save the Assembly 8-72
Saving an Assembly Document 8-73
Saving a Document With Another Name 8-74
Saving All Modified Documents 8-75
Save Management 8-76
To Sum Up… 8-77
Exercise: Constrain Components (Detailed Instructions) 8-78
Do it Yourself 8-79
Exercise: Constraints Creation (Limited Instructions) 8-87
Do it Yourself 8-88
Exercise: Degrees of Freedom 8-93
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Do it Yourself 8-94
Case Study: Assembly Design 8-96
Do It Yourself: Drawing of the Handle Mechanism 8-97

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Student Notes:
Lesson 9: Designing in Context (1/3)

Working in the Context of an Assembly 9-2

Case Study: Designing in Context 9-3
Design Intent 9-4
Stages in the Process 9-5
Open an Existing Assembly 9-6
Opening an Existing Assembly 9-7
Desk Option 9-8
Design and Visualization Mode 9-10
Visualization Mode 9-11
Working in Visualization Mode 9-13
Exercise: Visualization and Design Modes (Detailed Instructions) 9-15
Do it Yourself 9-16
Exercise: Visualization and Design Modes (Limited Instructions) 9-24
Do it Yourself 9-25
Insert a New Model 9-28
Inserting a New Model 9-29
Inserting a New Part 9-30
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Inserting a New Product 9-32

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Student Notes:
Lesson 9: Designing in Context (2/3)

Inserting a New Component 9-33

Component Properties Revisited 9-34
Create a Sketch in Context 9-35
Editing a Part 9-36
Sketching On a Face Of a Component 9-37
Projecting 3D Elements Onto the Sketch Plane 9-38
Intersecting 3D Elements with the Sketch Plane 9-39
Defining Sketch Constraints Using Other Components 9-40
Limiting Features Up to Other Components 9-41
References and Options 9-42
Isolating Features 9-44
Create Assembly-Level Features 9-45
Assembly-Level Features 9-46
Assembly-Level Features 9-48
What are Assembly Features? 9-50
What are Affected Parts? 9-53
Specifying Affected Parts 9-54
Creating an Assembly Split 9-55
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Student Notes:
Lesson 9: Designing in Context (3/3)

Creating an Assembly Hole 9-56

Using Hole Series 9-57
Creating an Assembly Pocket 9-58
Adding a Body to an Assembly 9-59
Removing a Body from an Assembly 9-60
Cautions About Designing in Context 9-61
To Sum Up 9-62
Exercise: Design in Context (Detailed Instructions) 9-63
Do it Yourself 9-64
Exercise: Design in Context (Limited Instructions) 9-72
Do it Yourself 9-73
Exercise: Design in Context 9-79
Do it Yourself 9-80
Case Study: Designing in Context 9-83
Do It Yourself: Designing in Context 9-84
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Student Notes:
Lesson 10: Drafting (1/4)

Case Study: Drafting 10-2

Design Intent 10-3
Stages in the Process 10-4
Introduction to Generative Drafting 10-5
General Process 10-6
Accessing the Workbench 10-7
The Drawing Environment 10-8
Start a New Drawing 10-10
Setting the Drawing Sheet Format and Drafting Standards 10-11
Starting a Drawing with a Blank Sheet 10-12
Sheet Properties 10-13
“File > New from” 10-14
Drawing Title Blocks 10-15
Introduction to 2D Catalogs 10-17
Inserting Catalog Items 10-18
Create Views 10-20
Types of Views 10-21
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What is a Front View ? 10-22

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Student Notes:
Lesson 10: Drafting (2/4)

Creating a Front View 10-23

Using the Compass 10-25
About the Projection Plane 10-28
Adding Projection Views 10-29
Adding an Isometric View 10-30
View Wizard 10-31
Generating views using the View Wizard 10-32
Different Modes of View Generation 10-35
CGR Views 10-36
Which Elements Will Be Projected? 10-37
Create Dimensions and Annotations 10-38
Dimensions 10-39
Dimensions System 10-40
Types of Dimension Locators 10-41
Creating Dimensions 10-43
Dimensioning a Length 10-45
Dimensioning a Distance 10-46
Dimensioning a Hole 10-47
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Dimensioning a True Length 10-48

Dimensioning a Simple Angle 10-49
Dimensioning a Simple Radius 10-50

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Student Notes:
Lesson 10: Drafting (3/4)

Dimensioning a Diameter 10-51

Dimensioning a Chamfer 10-52
Dimensioning a Thread 10-53
Chain Dimensions 10-54
Stacked Dimensions 10-55
Cumulated Dimensions 10-56
Annotations 10-58
Create Additional Views 10-59
Section Views and Section Cut 10-60
Adding a Simple Section View on a Drawing 10-61
Creating a Section View Using a 3D Profile Definition 10-62
Adding a Detail View 10-63
Creating a Clipping View 10-64
Creating a Broken View 10-65
Creating a Breakout View 10-66
Adding an Auxiliary View 10-67
View Modifications 10-68
Repositioning Views 10-69
Deleting Views 10-74
View Properties 10-75
Modifying the Links of a View 10-76
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Replacing the Projection Plane of a View 10-78

Invert Section View Profile 10-80
Replace Section View Profile 10-81

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Student Notes:
Lesson 10: Drafting (4/4)

Save the Drawing 10-82

Matching the Drawing with the Modified 3D Part 10-83
Checking Links to 3D Parts 10-84
Saving a Drawing 10-86
Print the Drawing 10-87
Printing a Drawing 10-88
Print User Interface 10-89
To Sum Up 10-91
Exercise: Drawing Creation (Detailed Instructions) 10-92
Do it Yourself 10-93
Exercise: Drawing Creation (Limited Instructions) 10-105
Do it Yourself 10-106
Exercise: Drawing Creation 10-110
Do it Yourself 10-111
Case Study: Drafting 10-113
Do It Yourself: Drawing of the Base Part 10-114
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Student Notes:
Master Project

Master Project: Overview A-2

Master Project: Overview Recap A-5
Master Project: Part Creation A-6
Master Project: Part Creation Recap A-17
Master Project: Finalize the Part A-18
Master Project: Finalize the Part A-19
Master Project: Finalize the Part Recap A-23
Master Project: Create an Assembly A-24
Master Project: Create an Assembly A-25
Master Project: Create an Assembly Recap A-32
Master Project: Edit a Part in an Assembly A-33
Master Project: Edit a Part in an Assembly A-34
Master Project: Edit a Part in an Assembly Recap A-36
Master Project: Create an Assembly Drawing A-37
Master Project: Create an Assembly Drawing A-38
Master Project: Create an Assembly Drawing Recap A-39
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