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Student Notes:
Lesson Contents:
1
4-1
Student Notes:
The case study for this lesson is the Handle Block used in the Drill Press assembly shown
below. The Handle Block is part of the Handle Mechanism sub-assembly. This case study
focuses on creating features that incorporate the design intent of the part. The Handle
Block will consist of shafts, grooves, multi-profiles, fillets, chamfers, and a shell feature.
4-2
XY plane
4-3
4-4
Student Notes:
1.
2.
3.
4.
5.
4-5
Student Notes:
4-6
Axis Creation
Re-limitation
Project 3D
elements
Transformations
Sketch Analysis
Formula creation
4-7
A
B
C. Quick Trim
C
D
D. Close
E. Complementary Angle
4-8
Re-limitations
Tool
Geometry
Description
Trims two curves. Keeps the part of the
curves you selected. This option can
also be used to extend to elements.
Break
Quick Trim
Close
Complement
Trim
4-9
Trim Options
Once the Trim tool is selected, the Sketch Tools
toolbar expands to display two modes for trim:
First
Element
Second
Element
Before
4-10
4-11
A
B
C
D
E
F
A.
B.
C.
D.
E.
F.
4-12
Result of Mirror
Result of Symmetry
2a
2b
4-13
Translation (1/2)
The Translation tool moves the selected
geometry along a translation vector.
3
4
4-14
Translation (2/2)
Use the following steps to translate geometry
(continued):
6.
7.
8.
4-15
Rotation (1/2)
Student Notes:
3
4
4-16
Rotation (2/2)
Use the following steps to rotate geometry
(continued):
6. Select a point on the screen to define a
reference line for the angle.
7. Specify a value in the Angle field or move
the mouse to rotate the elements.
8. Click OK or click on the screen to complete
the rotation.
4-17
Scale (1/2)
The Scale tool allows you to resize the
selected sketched element(s).
3
4
4-18
Scale (2/2)
Use the following steps to scale sketched
element(s) (continued):
5. Select a point on the screen to act as the
center point for scaling.
6. Specify a value in the Scale field or move
the mouse to scale the elements.
7. Click OK or click on the screen to complete
the scaling.
4-19
4-20
Offset (1/2)
Use the following steps to offset sketched
element(s):
1.
2.
3.
4.
5.
5
4
4-21
Offset (2/2)
Use the following steps to offset sketched
element(s) (continued):
6.
7.
8.
4-22
Project 3D Elements
Several tools are available to project the
existing 3D elements onto the sketch plane.
These projected elements can be used as a
standard sketch geometry, or converted into a
construction geometry.
3D projection tools are found in the 3D
Geometry toolbar, which is a fly-out menu in
the Operation toolbar. Available projection
tools include the following:
A
A. Project 3D Elements
B. Intersect 3D Elements
B
C
4-23
3D Geometry Elements
Tool
Project 3D
Elements
Intersect
3D
Elements
Description
Project 3D
Silhouette
Edges
Geometry
4-24
Student Notes:
4-25
Sketch Analysis
Student Notes:
4-26
C
a
4-27
B
a
4-28
C
a
4-29
3.
4-30
4-31
Student Notes:
4-32
Equivalent Dimensions
Student Notes:
4-33
b.
c.
d.
e.
3a
3e
3b
3c
3d
4-34
Student Notes:
1b
4-35
Formula
A formula is used to relate one parameter
to another. It can be created by:
1.
2.
4-36
Creating a Formula
Use the following steps to create a formula
through a sketcher:
1. Edit the sketch to enter the Sketcher
Workbench.
2. Double-click the dimension to which you
want to associate a formula.
3. From Contextual menu in the value field
select Edit Formula.
4. In the Formula Editor dialog box, add a
relation.
5. Symbol f(x) appears in front of a dimension
to which the formula is associated.
4-37
b.
1b
4-38
Student Notes:
4-39
4-40
4-41
Student Notes:
4-42
Student Notes:
An axis system can automatically be generated when a new part is created. This axis
system is defined at the origin of the model and uses the default reference planes for
direction. If this option needs to be changed, click Tools > Options > Infrastructure
> Part Infrastructure. Then from the Part Document tab, select the Create an Axis
System when creating a new part option.
4-43
Student Notes:
In this section, you will learn how to create several features using one sketch.
2. Create Multi-profile
Sketch Feature
4-44
Multiple Profiles
Multi-profile sketches are sketches that contain
more than one closed profile. This helps to
quickly create multiple features using only one
sketch. Therefore, if the sketch is removed, the
corresponding features are also removed. This
method is not recommended if the sketched
profiles are complicated because editing all the
individual profiles can be difficult when they are
within one sketch.
So far, you have used multi-profile sketches to
create multiple pockets using a single pocket
feature. Multi-profile sketches can also be used
to create the following:
Multi-pads/pockets
Sub-elements of a Sketch
A.
B.
Sketch
4-45
Multi-Pads/Pockets (1/2)
1
4-46
Multi-Pads/Pockets (2/2)
Like standard pads and pockets, multipad/pockets can be extruded in two directions.
Use the following steps to extrude the multipad in a second direction:
1. Select More>>.
2. Select extrusion domain. In this example,
Extrusion domain.5 is extruded in two
directions.
3. Specify the second depth for the profile.
4. Repeat step 2 for each extrusion domain.
In this example, only Extrusion domain.5 is
extruded in two directions.
5. Click OK to complete the feature.
Conf. Dep.
4-47
Student Notes:
Careful thought should be given to the profiles created in the sketch when they are used
to define a Multi-Pad/Pocket. The profiles cannot intersect, they must form a closed loop
to avoid feature definition error. Use the Break tool in the Sketcher workbench to create
proper profiles if necessary.
For example, two profiles are created as shown within the same sketch. If the shared line
between the two profiles is created as one geometric element, the multi-feature fails. The
top profile does not form a closed loop. By breaking the shared line into two separate
segments, the top profile is now closed.
4-48
Student Notes:
Conf. Dep.
4-49
4-50
3
2
4
Conf. Dep.
4-51
4-52
Student Notes:
Recap Exercise
15 min
In this exercise you will create a multi-pad feature and two pocket
features using only sub-elements of a sketch. You will use some of the
additional sketcher tools you have learned in this lesson to complete
the exercise. Detailed instructions for this exercise are provided.
By the end of this exercise you will be able to:
Create a multi-profile sketch
Create a multi-pad feature
Create a pocket using a sub-element of a sketch
4-53
Do it Yourself (1/16)
1. Create a new part.
Create a new part named Ex4A.CATPart.
a.
b.
c.
d.
e.
1d
1e
4-54
Do it Yourself (2/16)
2.
e.
2d
2e
4-55
Do it Yourself (3/16)
2. Create a multi-profile sketch (continued...).
f. Dimension the sketch as shown.
g. Exit the Sketcher.
2f
4-56
Do it Yourself (4/16)
3.
e.
4.
3b
3c
4b
4-57
Do it Yourself (5/16)
4. Correct sketch (continued...).
4e
4d
4c
4g
4f
4-58
Do it Yourself (6/16)
5. Create multi-pad.
Now that the sketch is correct. Create
the multi-pad feature.
a. Select the sketch.
b. Click the Multi-Pad icon.
c. Select the first domain. The circle
highlights on the model.
d. Specify a depth of [20mm].
5b
5d
5c
4-59
Do it Yourself (7/16)
Student Notes:
5f
5e
4-60
Do it Yourself (8/16)
5. Create multi-pad (continued...).
g. Select the final profile in the dialog
box. The rectangular profile is
highlighted.
h. Specify a depth of [20mm].
i. Click OK to complete the feature.
5h
5g
5i
4-61
Do it Yourself (9/16)
6. Create a multi-profile sketch
(continued...).
b. Create an elongated hole as shown.
c. Select the 3D geometry edge as
shown.
d. Click the Offset icon.
e. Move the pointer towards the center
of the model. This indicates the
direction of the offset.
f. Press the <Tab> key several times
until the Offset field is highlighted in
the Sketch Tools toolbar. Specify an
offset of [5mm].
6b
6d
6c
6e
6e
4-62
Do it Yourself (10/16)
6. Create a multi-profile sketch
(continued...).
g. Press the <Enter> key to create the
offset geometry. Notice that the offset
line is yellow. This indicates that it is
projected from the 3D geometry.
h. Offset the other edges of the 3D
geometry as shown.
i. Offset the edge of the circular pad
[3mm].
6g
6h
6i
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Do it Yourself (11/16)
6j
6k
6l
6m
4-64
Do it Yourself (12/16)
6. Create a multi-profile sketch
(continued...).
n. Repeat the trim for the other
elements.
o. Create a circle that is concentric with
the circular pad.
p. Exit the Sketcher workbench.
6n
6o
4-65
Do it Yourself (13/16)
7. Create pockets.
Use the sketch created in the last step
to create two pocket features that cut
through all the material. The third
profile will be used in a separate
feature.
7b
7d
Conf. Dep.
7e
7f
4-66
Do it Yourself (14/16)
7. Create pockets (continued...).
g.
h.
i.
j.
k.
l.
Click Add.
Select the elongated hole profile.
Select the circle profile.
Click OK.
Select a depth of Up to Last.
Click OK.
7g
7i
7h
7k
7l
7j
4-67
Do it Yourself (15/16)
8. Create pocket.
Use the sketch created in step 6 to
create the final pocket feature.
a. Show Sketch.2 but do not select it.
b. Click the Pocket icon.
c. Right-click on the Profile Selection
field and click Go to Profile
definition.
d. Select the center profile.
e. Click OK to the Profile Definition
dialog box.
8c
Conf. Dep.
8d
8h
4-68
Do it Yourself (16/16)
8. Create pocket (continued...).
f.
g.
h.
i.
j.
8f
8h
8i
8g
4-69
Student Notes:
4-70
Student Notes:
Recap Exercise
15 min
In this exercise, you will open an existing part that contains a multiprofile sketch. You will use this sketch to create several features. Highlevel instructions for this exercise are provided.
By the end of this exercise you will be able to:
Problem-solve a sketch
Use the Sketch Analysis tool
Create a pad using a sub-element of a sketch
Create a multi-pocket
4-71
Do it Yourself (1/7)
1
1. Open Ex4B.CATPart.
Open an existing part file.
2. Create multi-pad feature.
Create the multi-pad feature using the
sketch given. An error message
appears, indicating that the sketch is
not valid. Cancel the multi-pad creation.
3. Edit the sketch.
Access the Sketcher workbench for
Sketch.1 to investigate the sketch.
4-72
Do it Yourself (2/7)
4. Use the Sketch Solving Status Tool.
Use the Sketch Analysis tool to
investigate what is wrong with the sketch.
Although the sketch appears to be
completely green (Iso-constrained), the
status of the sketch is actually underconstrained. Observe the highlighted
points.
4
5
4-73
Do it Yourself (3/7)
6. Review the geometry.
Select the Geometry tab. The sketch
contains two open profiles and an
isolated line.
4-74
Do it Yourself (4/7)
Student Notes:
4-75
Do it Yourself (5/7)
10
4-76
Do it Yourself (6/7)
11. Resolve the second open profile.
Delete one of the top lines. Use the
Trim tool to extend the remaining line.
Remember to add tangency between
the line and the arc.
12. Re-analyze the sketch.
Return to the Sketch solving status
window. The sketch should now be
iso-constrained.
11
12
4-77
Do it Yourself (7/7)
13. Exit the sketcher and create the multipad feature as shown.
13
Conf. Dep.
Conf. Dep.
4-78
Student Notes:
Problem-solve a sketch
Use the Sketch Analysis tool
Use re-limitation tools
4-79
Student Notes:
Recap Exercise
15 min
In this exercise, you will create a part that contains two features, a multipad, and a multi-pocket. You will use the tools learned in this lesson to
complete the exercise with no detailed instructions.
By the end of this exercise you will be able to:
Create a multi-pad
Create a multi-pocket
4-80
Do it Yourself (1/2)
You need to create the following features:
1
1. Multi-pad
2. Multi-pocket
4-81
Do it Yourself (2/2)
Student Notes:
4-82
Student Notes:
Create a multi-pad
Create a multi-pocket
4-83
Student Notes:
In this section, you will learn how to create wireframe elements (i.e., points, lines, and
planes).
4-84
Reference Geometry
Student Notes:
4-85
Student Notes:
4-86
Student Notes:
4-87
Points
Points are used to mark a location on a model.
They can be used as a basis for creating
additional features. Use the following steps to
create a point:
4-88
Lines (1/2)
Lines are created for many purposes, they
can be used to define the direction for
additional geometry (solid and wireframe), or
as an axis for a revolved feature.
3. Specify values as required. For a PointPoint line, two points are required.
4-89
Lines (2/2)
Use the following steps to create a line
(continued):
4.
4-90
Planes (1/2)
Planes are used to create a planar
reference in a specific location. In the Part
Design workbench, they are used as sketch
supports.
4-91
Planes (2/2)
Use the following steps to create a plane
(continued):
4. Click OK to create the plane.
5. The plane is added to the specification tree
under the Geometrical Set.
4-92
Student Notes:
In this section, you will be given a recommendation to help during the creation of
reference elements.
4-93
Plane relies on
face and edge.
Plane relies on
dress-up feature.
4-94
3.
Plane.1
4-95
Student Notes:
Line.1
4-96
Student Notes:
In this section, you will learn how to create revolved features that add and remove
material.
4-97
Creating an Axis
An axis can be used as a reference to create
revolved features, such as shafts and grooves
(discussed later in this lesson). The sketched
profile is revolved about it.
An axis can also be used to create symmetrical
sketched elements inside the Sketcher
workbench.
4-98
Dimensioning to an Axis
You can define diameter and radius
dimensions to an axis. This is useful while
creating the profile sketches for revolved
features (discussed later in this lesson).
Use the following steps to create a
Radius/Diameter dimension to an axis:
1.
2.
3.
4.
5.
3
2
4-99
4-100
A
B
Profile
4-101
Axis of Revolution
Student Notes:
4-102
Shafts
2
1
3
4-103
Creating Grooves
Grooves are revolved features that remove
material from existing features by rotating a 2D
profile around an axis. The axis and the profile
can be created in the same sketch or the axis
can reside outside of the sketch.
5
6
4-104
Student Notes:
Not every sketch can be used to create a shaft base feature. The examples shown
display various sketch solutions:
Axis on a profile edge:
Error
4-105
Student Notes:
Error
4-106
Student Notes:
Recap Exercise
15 min
In this exercise you will create a new tool holder part by creating a
revolved feature using a point, line, and sketch. A reference plane will
then be used to create an additional feature.
By the end of this exercise you will be able to:
Create reference geometry
Create a shaft feature
Create a groove feature
4-107
Do it Yourself (1/10)
1. Create a new part.
Create a new part file.
a. Click File > New.
b. Select Part from the list of document
types.
c. Click OK.
d. Leave the default name, clear the
Enable hybrid design option.
e. Click OK.
1d
1e
2a
2. Create a point.
Create a point by specifying coordinates.
This point will be used as a reference to
create a line The line is then used as the
axis of revolution for a shaft feature.
2b
2c
2d
4-108
Do it Yourself (2/10)
3. Create a line.
Create a line in the Z axis direction using
the created point.
a. Click the Line icon. If you cannot find
the icon, specify [c:line] in the power
input line.
b. Change the Line type to PointDirection.
c. Select the Point.1 that was created
previously.
d. Right-click on Direction and click Z Axis.
e. Select the Infinite End Point option for
the Length Type.
f. Click OK to complete the line.
3a
3b
3c
3d
3e
3f
4-109
Do it Yourself (3/10)
4. Create a sketch.
Create a sketch that will represent the
profile for a tool holder.
4a
4e
4d
4b
4-110
Do it Yourself (4/10)
4. Create a sketch (continued).
4f
4h
4i
4g
4j
4-111
Do it Yourself (5/10)
5. Create a shaft feature.
Create a revolved feature using the
sketch and line created previously.
5a
5d
5b
5c
5e
5c
4-112
Do it Yourself (6/10)
6. Create a groove feature.
Create a sketch that will be used as the
profile for a groove on the tool holder.
a. Click the Sketcher icon.
b. Select YZ plane as the sketch support.
c. Use the Project Silhouette Edges tool
to project the side surface of the shaft.
d. Select both projected edges and
convert them to construction entities.
6c
6c
6d
6d
4-113
Do it Yourself (7/10)
6. Create a groove feature (continued).
e.
f.
g.
h.
6e
6g
6h
6i
4-114
Do it Yourself (8/10)
7a
7e
4-115
Do it Yourself (9/10)
8. Create two pocket features.
Create two pocket features using Plane.1 as
the sketch support.
Click the Sketcher icon.
Select the Plane.1 as the sketch support.
Sketch and constrain a rectangle as shown.
Exit the Sketcher workbench.
8c
a.
b.
c.
d.
4-116
Do it Yourself (10/10)
8. Create two pocket features (Continued).
8g
e.
f.
g.
h.
i.
8h
8i
Conf. Dep.
8j
4-117
Student Notes:
4-118
Student Notes:
Recap Exercise
15 min
In this exercise you will create a new part. Using the shafts, grooves, and multi-pocket
features, you will construct a pulley. High-level instructions for this exercise are
provided.
By the end of this exercise you will be able to:
Create a shaft
Create a groove
Create a multi-pad
4-119
Do it Yourself (1/3)
1. Create a new part file.
Create a new part file called
[Ex4E.CATPart].
2
4-120
Do it Yourself (2/3)
Student Notes:
4-121
Do it Yourself (3/3)
4. Create a multi-pocket feature.
Use the dimensions shown to create a
multi-pocket feature.
4-122
Student Notes:
4-123
Student Notes:
Recap Exercise
15 min
In this exercise, you will create a part that contains features taught in
this and the previous lessons. You will use the tools learned in this
lesson to complete the exercise with no detailed instructions.
By the end of this exercise you will be able to:
Create a shaft feature
Create edge fillets
Create internal and external groove features
Create a pocket feature
4-124
Do it Yourself
Student Notes:
4-125
Student Notes:
4-126
4-127
Shelling
Shelling a feature hollows out solid geometry. The shelling operation removes one or
more faces from the solid and applies a constant thickness to the remaining faces.
You can also apply a different thickness to the selected faces.
Faces to be removed
Shell
4-128
4-129
4-130
Student Notes:
In this section, you will be given a recommendation to help during the creation of shell.
4-131
Student Notes:
4-132
Student Notes:
4-133
Conf. Dep.
4-134
Conf. Dep.
4-135
To Sum Up ...
Student Notes:
4-136
Student Notes:
Recap Exercise
15 min
In this exercise you will create a happy face stamp from a new part. You
will use the tools learned in this lesson to create a pad, a fillet, shell and
thin feature. Detailed instructions for this exercise are provided.
By the end of this exercise you will be able to:
Create a shell feature
4-137
Do it Yourself (1/6)
1. Create a new part.
Create a new part file.
a. Click File > New.
b. Select Part from the list of document
types.
c. Click OK.
d. Accept the default name and click
OK.
2. Create a sketch.
Create a square profile.
2c
2f
1d
4-138
Do it Yourself (2/6)
Student Notes:
3b
3. Create a pad.
Create a pad from the sketch.
a.
b.
c.
d.
3c
Select Sketch.1.
Click the Pad icon.
Specify [50mm] as the pad length.
Click OK to complete the feature.
3d
4-139
Do it Yourself (3/6)
4a
4b
4c
4-140
Do it Yourself (4/6)
Student Notes:
5a
5b
5c
5d
4-141
Do it Yourself (5/6)
6.
6b
6d
4-142
Do it Yourself (6/6)
7. Create a thin pad.
Use the happy face sketch created in the
previous step to create a thin pad.
7a
7c
Conf. Dep.
7d
7e
4l
7f
4-143
Student Notes:
4-144
Student Notes:
Recap Exercise
20 min
4-145
Do it Yourself (1/4)
1. Open up the part Ex4H.CATPart.
Open an existing part file using the Open
tool. The part file contains a sketch.
2. Create a pad.
Create a pad with a length of [175mm]
using the existing sketch.
4-146
Do it Yourself (2/4)
4-147
Do it Yourself (3/4)
4. Create holes.
Create [50mm] diameter holes. Use the top
of the pad as the starting surface and make
them concentric to the two center radii. Set
the depth to cut through the entire pad.
Conf. Dep.
4-148
Do it Yourself (4/4)
4-149
Student Notes:
Create a pad
Create a fillet
Create holes
4-150
Student Notes:
Recap Exercise
10 min
In this exercise you will create a part that contains features taught in
this and the previous lessons. You will use the tools learned in this
lesson to complete the exercise with no detailed instructions.
By the end of this exercise you will be able to:
Create pads
Create a shell
Create a thick pad
Create holes
Create a chamfer
4-151
Do it Yourself
Student Notes:
4-152
Student Notes:
Create pads
Create a shell
Create a thick pad
Create holes
Create a chamfer
4-153
Student Notes:
Recap Exercise
20 min
4-154
Student Notes:
4-155
4. Create a plane.
Create a plane [45] degrees from the XY plane.
5. Create holes.
Create holes that are coincident with the userdefined plane.
4
4-156
6
8
4-157
Student Notes:
4-158
Student Notes:
4-159