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PTC Global Services

Introduction toPro/ENGINEERRelease 2001T779-320-03

For University Use Only - Commercial Use Prohibited -

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CopyrightIntroduction to Pro/ENGINEERCopyright 2001 Parametric Technology Corporation. All Rights Reserved.

ThisIntroduction to Pro/ENGINEERTraining Guide may not be copied, reproduced, disclosed, transferred, or reduced

to any form, including electronic medium or machine-readable form, or transmitted or publicly performed by any means,

electronic or otherwise, unless Parametric Technology Corporation (PTC) consents in writing in advance.

User and training documentation from Parametric Technology Corporation (PTC) is subject to the copyright laws of theUnited States and other countries and is provided under a license agreement that restricts copying, disclosure, and use of

such documentation. PTC hereby grants to the licensed 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

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prior written consent of PTC and no authorization is granted to make copies for such purposes.

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inaccuracies that may appear in this document.

The software described in this document is provided under written license agreement, contains valuable trade secrets and

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UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND

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CopyrightThird-Party Trademarks

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Parametric Technology Corporation, 140 Kendrick Street, Needham, Massachusetts 02494 USA

2001 Parametric Technology Corporation. Unpublished all rights reserved under the copyright laws of the United

States.

PRINTING HISTORY

Document No. Date Description

T779-320-01 05/18/01 Initial Printing of Introduction to Pro/ENGINEER

for Release 2001

T779-320-02 08/15/01 Revisions to Introduction to Pro/ENGINEERfor Release 2001

T779-320-03 11/08/01 Revisions to Introduction to Pro/ENGINEERfor Release 2001

Order Number DT-779-320-EN

Printed in U.S.A


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TTrraining AgendaIntroduction to Pro/ENGINEERDay 1 Day 4Introduction to Pro/ENGINEER Principles of Top-Down Design

The Pro/ENGINEER Interface Additional Datum Features and Skeletons

Pick-and-Place Features Layers and Suppression

Sketcher Basics Creating Surfaces with Freeform

Sketched FeaturesDay 2 Day 5Default Datum Templates The Resolve Environment

Parent/Child Relationships Information Tools

Sweeps and Blends Configuring Pro/ENGINEER

Relations and Parameters Modeling Philosophy

Day 3Appendix A: Review Questions

Behavioral Modeling Appendix B: Project Laboratory

Drawings and Drawing Templates Appendix C: Precision Learning

Duplication Features: Patterns and Copy Appendix D: PTC Help

Creating Assemblies Appendix E: Technical Support


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PTC Telephone and Fax NumbersThe following is a list of telephone and fax numbers you may find useful:

Education Services Registration in North AmericaTel: (888)-782-3773

Fax: (781) 370-5553

Technical Support (Monday - Friday)Tel: (800) 477-6435 (U.S.)

(781) 370-5332 or (781) 370-5523 (outside U.S.)

Fax: (781) 370-5650

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(781) 370-5559 (outside U.S.)

Fax: (781) 370-5795

ContractsTel: (800) 791-9966 (U.S.)

(781) 370-5700 (outside U.S.)

In addition, you can find the PTC home page on the World Wide Web can be found

at: http://www.ptc.com. The Web site contains the latest training schedules,

registration information, directions to training facilities, and course descriptions, aswell as information on PTC, the Pro/ENGINEER product line, Consulting Services,

Customer Support, and Pro/PARTNERS.


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Table of ContentsIntroduction to Pro/ENGINEERINTRODUCTION TO PRO/ENGINEER 1-1

PRO/ENGINEER CORE CONCEPTS...................................................... ..................1-2

Solid Modeling Benefits .................................................................................................................1-2

Designing Feature-based Models ..................................................................................................1-3

Designing with Parametric Features .............................................................................................1-4

Taking Advantage of Associativity...............................................................................................1-5

THE PRO/ENGINEER INTERFACE 2-1

ELEMENTS OF THE INTERFACE..................... ...................................................... 2-2

The Base Window............................................................................................................................2-2

Accessing Commands with Pull-Down Menus ..........................................................................2-2

Accessing Frequently-used Commands with the Toolbar.........................................................2-3

Manipulating Your Designs in the Display Area........................................................................2-3

Viewing Information in the Message Area..................................................................................2-4

WORKING WITH MODELS................................................ ..................................... 2-4

Working with Dialog Boxes...........................................................................................................2-5Retrieving Models ............................................................................................................................2-6

Using the Model Tree......................................................................................................................2-7

Using the Menu Manager...............................................................................................................2-8

Obtaining Additional Information with Help ..............................................................................2-8

Retrieving Multiple Models ...........................................................................................................2-8

Working with Multiple Sub-Windows .........................................................................................2-8

Saving Changes ................................................................................................................................2-9

Closing Windows...........................................................................................................................2-10

Deleting Files ..................................................................................................................................2-10

LABORATORY PRACTICAL................................................................ ................. 2-11

EXERCISE 1: Using the Pro/ENGINEER Environment ........................................................2-12

EXERCISE 2: Manipulating Model Size and Orientation......................................................2-15

EXERCISE 3: Interrogating the Model Tree.............................................................................2-18

EXERCISE 4: Challenge Exercise..............................................................................................2-21

MODULE SUMMARY ............................................... ............................................ 2-25


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PICK-AND-PLACE FEATURES 3-1

DEFINING PICK-AND-PLACE FEATURES .................................................... ........ 3-2

Generic Method of Creation...........................................................................................................3-2

Shell Features ................................................................................................................................... 3-2

Creating Edge Chamfers.................................................................................................................3-3Creating Simple Rounds.................................................................................................................3-3

Specifying Radius Values for Simple Rounds ...........................................................................3-5

Hole Features .................................................................................................................................... 3-6

Creating the Straight Hole Feature ................................................................................................3-6

LABORATORY PRACTICAL.............................................. ...................................3-10

EXERCISE 1: Shell and Automatic Round Features..............................................................3-11

EXERCISE 2: Creating Chamfers and Rounds ....................................................................... 3-14

EXERCISE 3: Exploring the Straight Hole Feature ................................................................ 3-21

EXERCISE 4: Challenge Exercise .............................................................................................3-29

MODULE SUMMARY... ...................................................... ...................................3-31

SKETCHER BASICS 4-1

THE SKETCHER INTERFACE ..................................................... ........................... 4-2

The Intent Manager.........................................................................................................................4-3

Accessing Commands with Pop-Up Menus................................................................................4-3

THE SKETCHER MODE........................................................................ .................. 4-4

Accessing Commands with Sketcher Menus ..............................................................................4-4

Specifying References ....................................................................................................................4-5

Creating Geometry...........................................................................................................................4-6

Dimensioning Sketches ..................................................................................................................4-7

Adding Constraints ..........................................................................................................................4-9

Other Sketcher Tools .......................................................................................................................4-9

Setting Sketcher Preferences ....................................................................................................... 4-13

TAKING ADVANTAGE OF SKETCHER MODE....................................................4-14


Goal.................................................................................................................................................. 4-17

Method.............................................................................................................................................4-17

Tools ................................................................................................................................................4-17

EXERCISE 1: Sketching Basics .................................................................................................4-18

EXERCISE 2: Sketching in Steps ..............................................................................................4-24

EXERCISE 3: Sketching a Hexagon..........................................................................................4-31

MODULE SUMMARY... ...................................................... ...................................4-34

SKETCHED FEATURES 5-1

DEFINING SKETCHED FEATURES........................................................................ 5-2


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Sketching Cuts and Protrusions.....................................................................................................5-2

USING THE SKETCHER TOOLS.................................................. ...........................5-5

Dimensioning Sections ...................................................................................................................5-5


EXERCISE 1: Creating a Cut ......................................................................................................5-11EXERCISE 2: Creating a Protrusion..........................................................................................5-20

MODULE SUMMARY ............................................... ............................................ 5-24

DEFAULT DATUM TEMPLATES 6-1

USING DATUM PLANES AS BASE FEATURES................. ....................................6-2

Base Features ....................................................................................................................................6-2

Defining a Datum Plane..................................................................................................................6-2

Using a Default Datum as the Base Feature ................................................................................6-2

Creating Datum Planes....................................................................................................................6-3

Creating Internal Datum Planes.....................................................................................................6-3

LABORATORY PRACTICAL................................................................ ...................6-4

EXERCISE 1: Creating a New Part ..............................................................................................6-5

EXERCISE 2: Creating an Internal Datum Plane ....................................................................6-11

MODULE SUMMARY ............................................... ............................................ 6-15

PARENT/CHILD RELATIONSHIPS 7-1

PARENT/CHILD RELATIONSHIPS IN PRO/ENGINEER.........................................7-2

Pick-and-Place Feature Parent/Child Relationships ..................................................................7-2

Sketched Feature Parent/Child Relationships.............................................................................7-2

LABORATORY PRACTICAL................................................................ ...................7-8

EXERCISE 1: Using Feature Reroute..........................................................................................7-9

EXERCISE 2: Using Feature Redefine......................................................................................7-14

MODULE SUMMARY ............................................... ............................................ 7-20

SWEEPS AND BLENDS 8-1

SWEEP AND TRAJECTORIES...................................................... ...........................8-2

Creating Sweeps and Trajectories .................................................................................................8-2

Creating Parallel Blends .................................................................................................................8-3LABORATORY PRACTICAL................................................................ ...................8-7

EXERCISE 1: Creating Parallel Blend Features ........................................................................8-8

EXERCISE 2: Create a Simple Sweep Protrusion...................................................................8-14

MODULE SUMMARY ............................................... ............................................ 8-17


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RELATIONS AND PARAMETERS 9-1

RELATIONS AND PARAMETERS........... ...................................................... ......... 9-2

Parametric Relations .......................................................................................................................9-2

Representing Relations: Types and Symbols ..............................................................................9-4

Incorporating Your Design Intent Using Relations ................................................................... 9-4Order of Relations ...........................................................................................................................9-6

Design Changes ...............................................................................................................................9-8

LABORATORY PRACTICAL .............................................. .................................... 9-9

EXERCISE 1: Creating Relations ..............................................................................................9-10

EXERCISE 2: Creating Parameters for Feature-Control........................................................9-15

MODULE SUMMARY... ...................................................... ...................................9-18

BEHAVIORAL MODELING 10-1

BEHAVIORAL MODELING....................................... ............................................10-2

Behavioral Modeling Features .....................................................................................................10-2

USING BEHAVIORAL MODELER........................................................ .................10-4

Defining the Behavioral Modeler Components ........................................................................10-8

LABORATORY PRACTICAL.............................................. .................................10-13

EXERCISE 1: Creating a Datum Analysis Feature to Measure Mass Properties ............10-14

EXERCISE 2: Analyze Fluid Volume in a Cup.....................................................................10-20

EXERCISE 3: Crankshaft Optimization..................................................................................10-26

MODULE SUMMARY... ...................................................... ................................. 10-36

DRAWINGS AND DRAWING TEMPLATES 11-1DRAWING FUNDAMENTALS.............................................................. .................11-2

Creating a Drawing........................................................................................................................11-2

Adding Drawing Views ................................................................................................................11-2

Types of Views...............................................................................................................................11-2

Using the View Type Menu ......................................................................................................... 11-3

Adding a Cross-section.................................................................................................................11-4

Manipulating Views ...................................................................................................................... 11-5

DEFINING DRAWING TEMPLATES ..................................................... ................11-6

DETAILING THE DRAWING................... ...................................................... ........11-7

Creating Feature Dimensions ......................................................................................................11-8

Creating Driven Dimensions ....................................................................................................... 11-8

Manipulating Dimensions............................................................................................................11-8


EXERCISE 1: Creating a Drawing...........................................................................................11-11

EXERCISE 2: Modifying Created Views and Testing for Associativity ..........................11-17

EXERCISE 3: Detailing the Gear Part Drawing....................................................................11-20


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MODULE SUMMARY ............................................... .......................................... 11-24

DUPLICATING FEATURES: PATTERNS AND COPY 12-1

CREATING PATTERNS........................................................................ ................. 12-2

Patterning Benefits .........................................................................................................................12-2

Pattern Types ..................................................................................................................................12-2

Pattern Options...............................................................................................................................12-3

COPYING FEATURES........... ...................................................... .......................... 12-7

Specifying Copy-To Locations....................................................................................................12-8

Copying Methods...........................................................................................................................12-8

Specifying Copied Feature Dependencies .................................................................................12-9

Choosing Features to Copy ........................................................................................................12-10

Specifying Dependency Options ...............................................................................................12-10

LABORATORY PRACTICAL................................................................ ............... 12-12

EXERCISE 1: Creating and Modifying a Dimension Pattern ..............................................12-13

EXERCISE 2: Creating a Reference Pattern ...........................................................................12-15

EXERCISE 3: Creating Rotational Patterns of Sketched Features .....................................12-18

EXERCISE 4: Copying Features ..............................................................................................12-22

EXERCISE 5: Building the Steering Column .........................................................................12-24

MODULE SUMMARY ............................................... .......................................... 12-28

CREATING ASSEMBLIES 13-1

OVERVIEW ...................................................... ..................................................... 13-2

The Surface Normal Vector..........................................................................................................13-2

Constraining Component Parts ....................................................................................................13-3

Placing Components......................................................................................................................13-6

Packaging Under-Constrained Components .............................................................................13-7

MODIFYING ASSEMBLIES.................................................................. ................. 13-7

Modifying Your Design Intent ....................................................................................................13-8

OTHER ASSEMBLY OPTIONS..................................................... ......................... 13-8

Generating Bills of Material.........................................................................................................13-8

Creating Exploded Views .............................................................................................................13-9


EXERCISE 1: Create a Subassembly of Three Parts ............................................................13-11

Exercise 2: Create the Machine Assembly ..............................................................................13-18

MODULE SUMMARY ............................................... .......................................... 13-22

PRINCIPLES OF TOP-DOWN DESIGN 14-1

INTRODUCTION.............................................. ..................................................... 14-2


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Definition.........................................................................................................................................14-2

Stages of Top-Down Design........................................................................................................ 14-2

The Approach................................................................................................................................. 14-2

Comparing Top-Down Design to Traditional Approaches ....................................................14-3

Benefits of Top-Down Design Methodology ........................................................................... 14-4THE SIX STEPS OF TOP-DOWN DESIGN..............................................................14-4

Step 1 - Defining Design Intent...................................................................................................14-5

Step 2 - Defining Preliminary Product Structure ..................................................................... 14-5

Step 3 - Skeleton Models .............................................................................................................14-5

Step 4 - Communicating Design Intent......................................................................................14-6

Step 5 - Continued Population of the Assembly ....................................................................... 14-6

Step 6 - Managing Part Interdependencies ................................................................................14-6

PRO/ENGINEER TOP-DOWN DESIGN TOOLS.....................................................14-7

Layouts ............................................................................................................................................14-7

Skeletons .........................................................................................................................................14-8

Data Sharing Features .................................................................................................................14-10

Managing References / Interdependencies..............................................................................14-12

MODULE SUMMARY... ...................................................... ................................. 14-15

ADDITIONAL DATUM FEATURES AND SKELETONS 15-1

ADDITIONAL DATUM FEATURES.......................................................................15-2

Datum Axes .................................................................................................................................... 15-2

Datum Curves................................................................................................................................. 15-2

Datum Points .................................................................................................................................. 15-3

Datum Coordinate Systems .......................................................................................................... 15-4


EXERCISE 1: Creating Additional Datum Features...............................................................15-6

EXERCISE 2: Creating a simple skeleton ................................................................................15-9

EXERCISE 3: The Link Skeleton in an assembly .................................................................15-14

OPTIONAL EXERCISE 4: The Vice Grip .............................................................................15-16

MODULE SUMMARY... ...................................................... ................................. 15-19

LAYERS AND SUPPRESSION 16-1

DEFINING LAYERS............................................................ ...................................16-2

Functionality................................................................................................................................... 16-2

Working With Layers....................................................................................................................16-2

CREATING LAYERS.................................................. ............................................16-3

Selecting the Object....................................................................................................................... 16-3

Creating Layers ..............................................................................................................................16-4

Associating Items to a Layer........................................................................................................ 16-4


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Setting the Display Status of a Layer..........................................................................................16-5

Manipulating Layer Display Status ............................................................................................16-7

SUPPRESSION FUNCTIONALITY ............................................... ......................... 16-8

Using Suppression .........................................................................................................................16-8

Suppressing Parent/Child Relationships....................................................................................16-9Saving and Resuming Suppressed Features ..............................................................................16-9


EXERCISE 1: Using Layers in Part Mode..............................................................................16-11

EXERCISE 2: Using Layers in Assembly Mode ...................................................................16-14

EXERCISE 3: Suppressing in Part Mode................................................................................16-20

EXERCISE 4: Suppressing Components in Assembly Mode..............................................16-22

MODULE SUMMARY ............................................... .......................................... 16-26

CREATING SURFACES WITH FREEFORM 17-1

DESIGNING WITH INTERACTIVE SURFACES.................................................... 17-2

THE STYLE FEATURE................................................................ .......................... 17-2

HYBRID MODELING................................................ ............................................ 17-3

CREATING SURFACES WITH ISDX................. .................................................... 17-4

Creating 2-D and 3-D Curves ......................................................................................................17-4

Using COS.......................................................................................................................................17-6

Creating Styling Models ...............................................................................................................17-6

Creating Freeform Surfaces with Parametric Controls ............................................................17-7

Creating Blends and Transitions .................................................................................................17-8

Applying Style Surfaces to Engineering Models ......................................................................17-8

Reverse Styling...............................................................................................................................17-9

CREATING STYLE SURFACES............................................................................. 17-9


EXERCISE 1: Interrogating the STYLE Interface.................................................................17-11

EXERCISE 2: Creating a Handle on the Flashlight...............................................................17-16

MODULE SUMMARY ............................................... .......................................... 17-23

THE RESOLVE ENVIRONMENT 18-1

REGENERATION FAILURES...................................................... .......................... 18-2

Starting the Resolve Environment...............................................................................................18-2

Resolving Regeneration Failures.................................................................................................18-2


EXERCISE 1: Resolving a Regeneration Failure.....................................................................18-6

MODULE SUMMARY ............................................... .......................................... 18-10


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INFORMATION TOOLS 19-1

MODEL INFORMATION........................................................................................19-2

Obtaining Information about a Specific Feature.......................................................................19-2

Obtaining Regeneration Information..........................................................................................19-2

Accessing Information about Part Features ..............................................................................19-2Obtaining Information about Assemblies ..................................................................................19-3

MEASUREMENT, INTERFERENCE, AND MASS PROPERTIES ...........................19-3

Calculating Mass Properties ........................................................................................................ 19-3


EXERCISE 1: Using Information Tools ....................................................................................19-5

MODULE SUMMARY... ...................................................... ...................................19-9

CONFIGURING PRO/ENGINEER 20-1

CUSTOMIZING PRO/ENGINEER................................................. ..........................20-2

Defining Configuration Files ....................................................................................................... 20-2

Creating Mapkeys.......................................................................................................................... 20-4

CUSTOMIZING YOUR TOOLBAR.........................................................................20-5

Adding Icons to Existing Toolbars .............................................................................................20-5

Creating Pull-down Menus .......................................................................................................... 20-6

THE MODEL TREE.................................................... ............................................20-7


EXERCISE 1: Setting Up a Configuration File......................................................................20-11

EXERCISE 2: Creating a Mapkey............................................................................................20-16

MODULE SUMMARY... ...................................................... ................................. 20-19

MODELING PHILOSOPHY 21-1

DESIGN INTENT................................................................. ...................................21-2

Recording Your Design Criteria..................................................................................................21-3

Using Pro/ENGINEER as a Parametric Tool............................................................................21-3

Creating Parent/Child Relationships .......................................................................................... 21-3

Advantages of Pro/ENGINEER Associativity .........................................................................21-4

Changing Design Intent ................................................................................................................21-5


Part I: Part Level Design Intent...................................................................................................21-6

Part II: Assembly level Design Intent ......................................................................................21-10

Decision Process Questionnaire ................................................................................................21-10

MODULE SUMMARY... ...................................................... ................................. 21-13


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REVIEW QUESTIONS A-1

DAY 1: REVIEW QUESTIONS.......................................................... ......................A-2

DAY 2: REVIEW QUESTIONS.......................................................... ......................A-6

DAY 3: REVIEW QUESTIONS.................................................. ............................ A-10

DAY 4: REVIEW QUESTIONS.................................................. ............................ A-14DAY 5: REVIEW QUESTIONS.................................................. ............................ A-17

PROJECT LABORATORY B-1

INTRODUCTION.............................................. ...................................................... B-2

PART CREATION...................................................... ............................................. B-3

SECTION 1: Creating the Motor Part .........................................................................................B-3

SECTION 2: Creating the Lower Housing Part......................................................................... B-5

SECTION 3: Creating the Snap Ring Part ..................................................................................B-9

SECTION 4: Creating the Upper Housing Part .......................................................................B-11

CREATING ASSEMBLIES.................................................. .................................. B-18

SECTION 1: Creating the Motor Assembly.............................................................................B-18

SECTION 2: Concurrent Design of the Motor Housing........................................................B-22

SECTION 3: Creating the Blower Assembly...........................................................................B-23

SECTION 4: Creating the Motor Part Drawing.......................................................................B-26

INTERROGATING YOUR MODELS...................................................... ............... B-29

SECTION 1: Designing the Cover Part.....................................................................................B-30

SECTION 2: Completing the Motor Part..................................................................................B-34

SECTION 3: Completing the Blower Assembly .....................................................................B-36

SECTION 4: Completing the Motor Assembly .......................................................................B-40COMPLETING THE PROJECT.......................... .................................................... B-43

SECTION 1: Developing the Motor Part ..................................................................................B-43

SECTION 2: Finishing the Lower Housing.............................................................................B-45

SECTION 3: Completing the Drawing .....................................................................................B-47

USING THE PRO/FICIENCY EVALUATOR C-1

TECHNOLOGY-BASED LEARNING @ PTC.......................................................... C-2

TBLS: Necessity and Advantages ................................................................................................C-2

TBLS Components .........................................................................................................................C-2

THE PRO/FICIENCY EVALUATOR...................................................... ................. C-3

Measurable Training Outcomes .................................................................................................... C-3

A Powerful Planning Tool .............................................................................................................C-3

COMPLYING WITH EQUAL OPPORTUNITY EMPLOYMENT

REQUIREMENTS.............................................. ...................................................... C-4

EXERCISE 1: Completing Evaluator Assessments .................................................................. C-5

MODULE SUMMARY ............................................... ............................................. C-8


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USING PTC HELP D-1

PTC HELP OVERVIEW.................................................. ........................................ D-2

PTC Help Features ..........................................................................................................................D-2

USING Pro/ENGINEER HELP.................................................. ............................... D-2

Launching Help: Four Methods...................................................................................................D-2PTC HELP MODULES................................ ........................................................... . D-7

PTC GLOBAL SERVICES: TECHNICAL SUPPORT E-1

FINDING THE TECHNICAL SUPPORT WEB PAGE...............................................E-2

OPENING TECHNICAL SUPPORT CALLS.............................................................E-2

Opening Technical Support Calls via E-mail..............................................................................E-2

Opening Technical Support Calls via Telephone.......................................................................E-3

Opening Technical Support Calls via the Web...........................................................................E-3

Sending Data Files to PTC Technical Support ...........................................................................E-3

Routing Your Technical Support Calls ........................................................................................E-4

Technical Support Call Priorities ..................................................................................................E-5

Software Performance Report Priorities ......................................................................................E-5

REGISTERING FOR ON-LINE SUPPORT ....................................................... ........E-5

ONLINE SERVICES........................................................................................ .........E-6

FINDING ANSWERS IN THE KNOWLEDGE BASE...............................................E-6

Terminology used by Technical Support.....................................................................................E-7

GETTING UP-TO-DATE INFORMATION....................................................... ........E-8

CONTACT INFORMATION ................................................ ....................................E-9

PTC Technical Support Worldwide Electronic Services..........................................................E-9

Telephone........................................................................................................................................E-10

ELECTRONIC SERVICES ................................................... .................................. E-14

INDEX I-1


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Page 1-1

Module

11Introduction to Pro/ENGINEERIn this module you learn about the core Pro/ENGINEER features

and concepts.

ObjectivesAfter completing this module, you will be able to:

Describe how to use Pro/ENGINEER as a solid modeling design

tool.

Describe the three main Pro/ENGINEER design concepts.


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PRO/ENGINEER CORE CONCEPTSYou use Pro/ENGINEER to createsolid modelsof your designs. The

three-dimensional work environment enables you to take advantage of:

Feature-based modeling

Associativity

Parametric relationships

Solid Modeling BenefitsSolid modeling enjoys benefits not obtained in two-dimensional design:

Solid models have volumes and surface areas.

You can calculate mass properties directly from the geometry you

create.

When you manipulate a solid model, the model itself remains a solid.

1. Wireframe 2. Hidden Lines

3. No Hidden Line 4. Solid Shade

Figure 1: Solid Model Display


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Designing Feature-based ModelsThe models you create in Pro/ENGINEER are feature-based. This meansthat the geometry of your part model is composed of one or more features.

A feature is the smallest building block in a part model.

Pro/ENGINEER enables you to build a model incrementally by adding

individual features one at a time. As you construct your model, you chooseyour building blocks, as well as the order in which to create them.

Creating models in Pro/ENGINEER involves incorporating your design

intent into the model. Design intent is the reason for adding every feature.For example, you add hole features to a model because the resulting part

must be assembled to another part, and the holes are needed for thescrews.

The following figure shows how a typical part can be designed by adding

one feature after another to a base model.

Base Feature Protrusion Added Blind Cut Added Chamfers Added

Thru-All Cuts and Holes Added Chamfer Added Rounds Added

Figure 2: Building Models Feature by Feature


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Designing with Parametric FeaturesThe designs you create in Pro/ENGINEER can beparametric. This meansthat their dimensions are controlled by parameters, which are related

dimensions.

Parametric modeling has many advantages:

Modifying dimensions can change model geometry.

Designated features can be related to each other.

Modifications to certain features propagate changes to other features.

Parent/childrelationships can be developed between features.

5 10

Figure 3: Protrusion and Hole Follow Side of Block


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NOTES

Taking Advantage of AssociativityPro/ENGINEER models usually consist of several parts, assemblies, anddrawings. All of these objects are fully associative.

This means that changes made at one level will propagate to all the levels.For example, if you change dimensions on a drawing, the change will be

reflected in the associated part. The following figure shows associativitybetween a part and an assembly.

Original shaft before

length modification Shaft associated to assembly

Modification of shaft length

Assembly automatically updates

5

10

Figure 4: Associativity


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PPage 2-1

Module

22The Pro/ENGINEER InterfaceIn this module you learn how to use the Pro/ENGINEER interface

to enhance your design sessions.


Describe how to use the Pro/ENGINEER interface.

Describe the different Pro/ENGINEER file types.

Retrieve, save, erase, and delete files in Pro/ENGINEER.

Describe how to use the Model Treeand the Menu Manager.

Describe the parametric, associative, and feature-based

characteristics of Pro/ENGINEER models.


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ELEMENTS OF THE INTERFACE

Figure 1 Sample Model Display in Main Window

The Base WindowWhen you start Pro/ENGINEER, the base window opens on your desktop.You create your designs in this window. This window has four main parts:

Pull-down menu

Toolbar

Display area

Message area

Accessing Commands with Pull-Down MenusThe following Pro/ENGINEER pull-down menu options are available in

all the different modes of the software:

FileFile manipulation commands

Edit Object manipulation and action commands

View Model display commands


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NOTES Insert Creates features like protrusions, cuts, holes, and rounds

Analysis Model, surface, curve, motion, and sensitivity and

optimization commands

Info Query and report commands

Applications Launch commands for other Pro/ENGINEER modules

Utilities Working environment customization commands

Window Window manipulation commands

Help Help commands

Accessing Frequently-used Commands with theToolbarThe Pro/ENGINEER toolbar contains icons for frequently usedcommands. Toolbar buttons are provided as an alternative to menucommands. You can customize you toolbar.

Figure 2: Pro/ENGINEER Toolbar

Manipulating Your Designs in the Display AreaPro/ENGINEER displays parts, assemblies, drawings, and models on thescreen in the display area. An objects display depends on the currentenvironment settings. When you select the model on the screen, thesystem distinguishes between an edge and a surface of the model by

highlighting them in two different colors.

Note:Surfaces of models are valid in Pro/ENGINEER regardless ofthe model display.


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Viewing Information in the Message AreaThe message area:

Displays status information for every operation performed.

Displays queries and hints to simplify the task you are working on.

Prompts you for additional information (the text message is

accompanied by an optional audible signal).

Displays icons that represent different kinds of information, such as

warnings or status prompts.

To view old messages, you can use the scrollbar located on the right.

Note:When Pro/ENGINEER requires data input, it temporarilydisables all other functions until you enter the required data.

WORKING WITH MODELSFile TypesEvery type of Pro/ENGINEER object has a different file extension.Typical file extensions are described next..

PRT Part files allow you to create 3-D models consisting of many

features.

ASM Assembly files contain information on how 3-D parts and

assemblies are assembled together.

DRW Drawing files contain 2-D fully dimensioned drawings of parts

or assemblies.

SEC Sketch files contain 2-D non-associative sketches that can be

imported while in sketcher mode.

In addition, there is also a SKETCHER mode that allows you to create two-dimensional sketches that are parametric.


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NOTES

Note:When you create new files and save them you do not have toadd the file extensions. The system automatically associatesthe correct file extension to the file that you are saving.

Working with Dialog BoxesDialog boxes in Pro/ENGINEER are used for model manipulation, feature

creation, and saving. There are two kinds of dialog boxes: generalandmodel.

The General Dialog BoxA general dialog box performs general software environment functions

such as setting display options for the model. The following figurerepresents some of the common elements in a regular dialog box.

Title

Tabs

Check boxes

Drop-down arrow

Text box

Command buttons

Figure 3: Example of a Dialog Box


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The Model Dialog BoxA model dialog box creates and modifies model geometry by promptingyou for requiredand optionalelements from the user.

Required elements are modifiable properties of a Pro/ENGINEER featurethat must be specified to completely define a feature. Optional elementsare additional operations that you may perform; but they are not necessary

for completing the feature.

The following figure illustrates a model dialog box that defines a ROUND

feature.

Figure 4: A Model Dialog Box

The option buttons in a model dialog box are:

Define Defines and/or changes selected elements in the dialog box.

Refs Displays the external references of the current selected

element.

Info Generates a listing of the properties of the feature that you are

creating.

OK Completes the definition of the elements, creating the feature or

model entity.

Cancel Cancels the current feature or model entity.

Preview Checks geometry before completing the feature definition.

Retrieving ModelsWhen you retrieve files into a working session by clicking File > Open,

Pro/ENGINEER also opens up a model tree window and a menu managerthat allow you to create, manipulate, and modify model geometry.


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NOTES

Using the Model TreeThe MODEL TREE presents the model structure feature by feature. Youcan select features from the MODEL TREEfor modification and deletion.

MODEL TREEicons indicate the corresponding item type and its current

status.

Figure 5: Model Tree with Added Parameters


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Using the Menu ManagerThe MENU MANAGERdisplays a list of menus that you can use to create,modify, and duplicate model geometry.

Using the MENU MANAGER, you drive along a certain path to complete atask by making choices from menus. Each time you choose an option from

a submenu, Pro/ENGINEER opens another submenu until you havefinished making selections.

Obtaining Additional Information with HelpWhen you hold your mouse over any menu option, an on-line helpmessage displays on the bottom of the current active window. If you need

additional help, you can right-click [ ] the menu option and select GetHelpfrom the pop-up menu.

Note:The system administrator must install and setup the onlinedocumentation for you to be able to access this functionality.

Retrieving Multiple ModelsYou can have multiple models in session at one timeeach window

containing a modelmaking it possible to refer to one model whileworking on another. However, Pro/ENGINEER only allows you to work

on one active window at a time.

Note:To activate a window, you must click Window > Activate.

Working with Multiple Sub-WindowsIf the main window currently contains a model, Pro/ENGINEERautomatically opens a new main window each time you open another

model. The new main window contains the same toolbars and messagearea as the first main window.


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Figure 6: A New Window over the Main Window

Saving ChangesAs you work on your design, is a good practice to save your file often. The

File > Save option creates a new version of the file with an incremental

version number.

To retrieve an old version, you must specify the version number in theretrieval name. The All Versionsoption in the FILE OPENdialog boxdisplays the version numbers of a file.


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Figure 7: Opening a Version of a Model

Closing WindowsTo close a window, you use the Window > Close or the File > CloseWindow options. However, this does not remove the model from the

current session of Pro/ENGINEER. The model still occupies RAM spaceon the computer. If the model is no longer required, you erase it frommemory with the Fi le > Erase > Current option. You can erase all

models that are in session but not displayed in the active windows with theErase > Not Displayedoption.

Deleting FilesThe File > Delete option removes old versions of a model. The Delete >

All Versionsoption deletes all versions of the model from the systemmemory, as well as from the hard drive.


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LABORATORY PRACTICALGoalIn this laboratory you will get first-hand experience to see how

Pro/ENGINEER is a parametric, associative, and feature-based solid

modeler.

MethodIn Exercise 1, you learn the Pro/ENGINEER environment.

In Exercise 2: you learn how to manipulate the size and orientation of the

model.

In Exercise 3, you learn how to interrogate the MODEL TREE.

In Exercise 4, you how to investigate the associativity between an

assembly component and an incomplete drawing.

ToolsTable 1: Pro/ENGINEER Toolbar Icons

Icons Description

Datum planes on/off

Shading

Wireframe display

Hidden line display

Zoom in

Zoom out

Refit

Orient view

Saved view list

File save


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EXERCISE 1: Using the Pro/ENGINEEREnvironmentTask 1. Open the master assembly.

1. Click File > Set Working Directory .

2. Set the working directory to \intro_proe_320 \ 02_interface.

3. Click [File open].

4. In the FILE OPEN dialog box, select Assemblyfor the TYPEdrop-down list. Only the assembly files become visible.

5. Select MASTER.ASMand click Preview >>> .This will show apreview of the model before opening it.

6. Click [No hidden line]icon to see the graphical preview of the

assembly.

7. Click Opento open MASTER.ASM.

Figure 8: The Master Assembly

Task 2. Manipulate the display of the assembly.

1. Click Utilities > Environment.

2. In the ENVIRONMENTdialog box, clear the Datum PlanesandDatumAxescheck boxes.


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NOTES3. Click Apply. Do not close the dialog box.

4. Select HiddenLine from the DISPLAY STYLEdrop-down list.

5. Click Apply.

Task 3. Change the orientation of the assembly.

1. Select Isometricfrom the DEFAULT ORIENTdrop-down list.

2. Click Apply.

3. Change the orientation back to Trimetric.

4. Click OK to close the dialog box.

Figure 9: Hidden Line Display of Assembly

Task 4. Use the toolbar to manipulate the model.

1. Toggle the display of datum planes. Click the Datum Plane icon in

the toolbar on top of the screen. The datum planes reappear.

Datum planes on/off Datum coordinate

system on/off

Datum points on/offDatum axes on/off

Figure 10: Datum Display Section of Toolbar


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NOTES

2. Click [On/Off ] to turn off the datum planes.

3. Shade the model. Click [Shading] on the toolbar.

Wireframe

display

Hidden Line

display

Shading display

No Hidden Linedisplay

Figure 11: Changing the Model Display

4. Click [Wireframe display] to revert back to the hidden line

display mode.

5. Click View > Shade to cosmetically shade the model.

Note:Wireframeremains selected on the toolbar because the modelis only cosmetically shaded and is not switched to a shadeddisplay mode.

6. Click View > Repaint.


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NOTES

EXERCISE 2: Manipulating Model Size andOrientationTask 1. Change the size and orientation of the model using the toolbar.

1. Click [Zoom in].

Refit

Zoom In

Zoom Out

Orient the model

Saved Views

Repaint

Figure 12: Model Orientation Options

2. Select a location in the model. Then select a second location tocreate a zoom box. The model zooms in.

3. Click [Zoom out].

4. Click [Refit] to resize the model.

Task 2. Orient the model so that the bracket faces front.

1. Click [Orient view].

2. The ORIENTATION dialog box opens with the Orient byReference already selected as shown in the following figure.


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Figure 13: Orientation Dialog Box

3. In OPTIONS, Reference 1 refers to what is parallel to the screen,

and Reference 2 refers to what orients that parallel reference.

4. Leave the default Frontin the REFERENCE 1drop-down list andselect the front surface of the bracket part as shown in the

following figure.

Select thissurface to face

front forReference 1.

Select thissurface as the top

for Reference 2.

Figure 14: Surface Selection for Orientation


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NOTES5. Select the other surface of the bracket part as Reference 2. The

model changes its orientation as shown in the following figure.

Figure 15: Model after Orientation

6. Select the SAVED VIEWSbar towards the bottom of the dialogbox. Type [SIDE] in theNAMEtext box.

7. Click Save to save the new orientation.

8. Click OK in the ORIENTATIONdialog box.

Task 3. Change the model back to the default orientation.

1. Click . [Saved views list]. Toggle between the DEFAULTand

the saved SIDEviews from the saved view list to observe themodel in two different orientations.

Tips Techniques:You can also manipulate the model orientation by using themouse buttons and key. The left mouse button zoomsthe model, the middle spins it, and the right pans it.


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NOTES

EXERCISE 3: Interrogating the Model TreeTask 1. Modify dimensions of model using the MODEL TREE.

1. If the MODEL TREEis not active, click View > Model Tree toview the model tree on the left.

2. Modify the offset value of the master shaft part. In the model tree,

right-click on the MASTER_SHAFT.PRT, and select Modifyfrom the pop-up menu.

3. Select the 76 dimension that appears.

4. In the message area, type [90]and press .

5. Click Done in the MODIFYmenu of the MENU MANAGER.

6. Click Done/Returnin the ASSEM MODmenu.

Task 2. Regenerate the assembly.

1. In the ASSEMBLY menu, click Regenerate .

2. In the PRT TO REGENmenu, click Automatic.

3. The shaft moves to its new location. The gear and crank partsfollow the shaft. This proves theparametricnature of the

assembly.

Task 3. Test the associativity by modifying length of the shaft part.

1. Click File > Open. Open MASTER_SHAFT.PRT.

2. Click > Defaultto see model in default view.

3. Click Modify in MENU MANAGER.

4. Select the shaft as shown in the following figure.


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NOTES

Select this dimensionto modify.

Select the shaft.

Figure 16: Modifying the Shaft

5. Select the 152dimension.

6. Type [250] and press .

7. ClickRegenerate in the PARTmenu.

8. Save the shaft model. Click [Save].

9. Accept the default name of MASTER_SHAFT.PRT.

Task 4. Check for associativity between the shaft and the assembly.

1. Close the SHAFTwindow. Click Window > Close .

2. Make the ASSEMBLYwindow active. Click Window > Activate .

3. Regenerate the assembly. From the MENU MANAGER, clickRegenerate > Automatic.

4. The regenerated assembly appears with modified shaft dimensions,

as shown in the following figure.


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NOTES

Figure 17: Assembly after Modification and Regeneration

5. A modification made to a part automatically modifies the whole

assembly. This proves the associativityof Pro/ENGINEER.


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NOTES

EXERCISE 4: Challenge ExerciseTask 1. Investigate the associativity between an assembly component

and an incomplete drawing.

1. Open the drawing DRAW_CRANK2. DRW.

2. Turn on the datum planes if they are not on, then repaint the

screen.

3. Click Edit > Value .

4. Select the 60.50 dimension.

5. Type [90.5]as the new dimension.

Modify this

dimension

Figure 18: Crank2 Drawing

6. Click Regenerate from the DRAWING menu.

7. Click Model from the REGENERATE menu.

8. Save the drawing model. Click File > Save and press .


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9. Click File > Close Window .

10.Click Windows > Activate . This activates the assembly window.Notice that the crank is updated in the assembly. This shows the

associativity between the part drawing and the assembly.

Task 2. Check for interference between the solid models of the

assembly.

1. Click Analysis >ModelAnalysis. The MODEL ANALYSISdialog

box appears, as shown in the following figure.

Figure 19: Analyzing Global Interference

2. The default type is set to AssemblyMass Properties. Select

GlobalInterference from the TYPEdrop-down list.


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NOTES3. Accept defaults and click Compute .

4. In the RESULTSwindow, the system indicates that two parts areinterfering. Use the arrow to toggle between the interfering part

models. This also highlights the volume of interference on the

screen.

5. Close the dialog box.

6. Click to save the ASSEMBLYmodel. Accept the defaultname.

Task 3. Determine the results of closing the master assembly window.

1. Click Window >Close . Notice the BASEPro/ENGINEER

window cannot be removed as indicated in the message area.

2. Open CRANK2.PRT, which is still in the memory. In the FILE

OPEN dialog box, click [In Session].

Figure 20: Using the IN SESSION Option


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NOTES

3. SelectCRANK2. PRT. Click Open. The system retrieves this model

from the system memory, not from the computer hard drive.

Task 4. Remove the master assembly models that are not displayed in a

window from the session memory.

1. Erase the models that are not displayed. Click File > Erase > Not

Displayed.

2. A dialog box appears with all the selected models that are in

session highlighted. Click OK to complete the operation.

Task 5. Retrieve in-session models again to determine which ones

remain in session.

1. Click . Click . Note that only CRANK2.PRT is listed.

2. Click Cancel .

Task 6. Erase the crank model from system memory to conserve RAM.

1. Erase the current file. Click File > Erase > Current. Confirm theoperation.


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NOTES

MODULE SUMMARYIn this module you have learned that:

Pull-down menus, toolbars, the display area, and the message area are

the four important elements of the Pro/ENGINEER user interface.

Models can be oriented and displayed on the screen in various ways.

Pro/ENGINEER models such as parts, assemblies, and drawings

exhibit feature-based, parametric, and associative characteristics.

Pro/ENGINEER automatically opens a new main window each time

you open an additional model, so that you can work with multiple

windows.

Erasing models that are not in use will free up the system memory.


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Module

33Pick-and-Place FeaturesCertain Pro/ENGINEER features need not be built with great effort.

They are freely provided and can simply be utilized whenever

needed. These features are called Pick-and-Place features.


Identify and define the different types of Pick-and-Place features.

Create, delete, and modify the three Pick-and-Place features.

Navigate among the various options of the HOLEdialog box to

capture the intent of the hole element in the lab practical.


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NOTES

DEFINING PICK-AND-PLACE FEATURESThe Pick-and-Place features discussed in this module are:

Shell

Edge chamfer

Edge round

Hole

Generic Method of CreationTo create any of these Pick-and-Place features, you specify the appropriateplacement references on your model and provide the required dimensions.

Pro/ENGINEER places the feature on that location.

Note:Pick-and-Place features behave parametrically with respect totheir placement references. That is, if the placement referencemoves, the feature also moves.

Choosing Hidden References Using Query SelectWhen you click Query Select and then selecton a surface, a dialog box

appears with various reference options.

Shell FeaturesThe Shell option removes a surface or surfaces from a solid and hollows

out the inside of the solid, leaving a shell of a specified wall thickness.

Figure 1: The Shell Feature


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NOTESWhen Pro/ENGINEER makes a shell, all the features that were added to

the solid before you chose the Shell option are hollowed out. Therefore,the order of feature creation is very important when considering the shell

feature.

Creating Edge ChamfersAn edge chamfer feature removes a flat section of material from a selectededge or edges to create a beveled surface between the two originalsurfaces common to the edges. The Pro/ENGINEER dimensioning

schemes for edge chamfers are shown in the following figure.

Figure 2: Edge Chamfer Dimensioning Schemes

Note:When selecting circular edges for chamfers, Pro/ENGINEERonly highlights one half of the edge. Since the system placesthe chamfer on the entire circular edge, you do not have toselect the other half of the edge.

Creating Simple RoundsRound features create a rounded smooth transition between two adjacentsurfaces. An edge round smoothes the hard edges between adjacent

surfaces.


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Pro/ENGINEER offers two types of rounds: simple and advanced. Simple

rounds employ the default round shape and transitions. Advanced roundsemploy user-defined round shapes and transitions.

Radius Options for Simple Edge Chain Rounds Constant Assigns the same radius value to every selected edge.

Variable Specifies radii at every selected edge at the endpoints and,

optionally, at intermediate vertices along the edge being rounded.

Figure 3: Constant and Variable Radius Rounds

Full Round Creates a round that completely removes a model

surface.

Full Round

Figure 4: Full Round

Note:Do not dimension other features to the edges or tangent edgesof round features. Round features make unstable parents.


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Tip:You should create round features on your model as late in thedesign process as possible.

Figure 5: Cut Feature Dimensioned to the Edge Round

Specifying Radius Values for Simple Rounds Enter (default) Specifies a new radius value that does not appear in

the menu. Use the key to select other radius type options.

Select On Surf Specifies a point on the adjacent surface that

determines the radius value.

Thru Pnt/Vtx Specifies a datum point, vertex, curve, or edge end

through which the radius of the round should pass.

Default Values Specifies a radius value as the system default value

or a previously entered radius value in the SEL VALUEmenu.

Original model

Select on this

surface.Round cr

tangent

Figure 6: Using the Select On Surf Option


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Select this vertex.

Original Model

Figure 7: Using the Thru Pnt/Vtx Option

Hole FeaturesThere are three types of Holes:

Straight Holes

Standard Holes

Sketched Holes

This module primarily deals with the Straight Hole feature and its manyoptions.

Creating the Straight Hole FeaturePro/ENGINEER creates all straight holes with a constant diameter. The

hole feature always removes material from your model.

Placement OptionsTo place a hole on your model, you can choose from the following options

in the PLACEMENT menu.

Linear Places the hole on a plane. Dimensions the center of the hole

from two surfaces or edges using linear dimensions.


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NOTES

Figure 8: Linear Hole

Radial Places the hole with respect to an axis using polar dimensions

on a plane, cylinder, or cone. Radial holes placed on a plane have a

diameter, radius, or linear dimensioning scheme.

Figure 9: Radial Holes on a Plane

Coaxial Places the hole co-axially using an existing axis. Does not

create placement dimensions, but creates only a diameter dimension

for the hole itself.

Figure 10: Coaxial Hole


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On Point Places the center of the hole directly on an on surface

datum point. The axis of the hole is normal to the placement surface.

Figure 11: On Point Hole

Depth OptionsYou can also create the hole from either side of the placement plane or

from both sides using the Depth One and Depth Two options in the HOLEdialog box.

Figure 12: Side Options

The system determines how deep to create the hole based on your depth

specification. The following figure illustrates the various depth optionslisted in the HOLEdialog box.


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NOTES

Thru Next

Thru Unti

Thru All

VariableTo Reference

Figure 13: Hole Depth Options


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NOTES

LABORATORY PRACTICALGoalIn this laboratory, you will learn how to create and implement the

important Pick-and-Place features.

MethodIn Exercise 1, you add a shell feature and a simple tangent chain round

intro proe 320

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