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Autodesk Inventor 2014
Introduction to Solid Modeling
Part 1
Student Guide
Cover Page

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Revision 1.0
April 2013

Authorized Author

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ASCENT - Center for Technical Knowledge


Autodesk Inventor 2014
Introduction to Solid Modeling Part 1
Revision 1.0
Prepared and produced by:

ASCENT Center for Technical Knowledge


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Charlottesville, VA 22911
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ASCENT - Center for Technical Knowledge is a division of RAND Worldwide Inc., providing
custom developed knowledge products and services for leading engineering software
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Table of Contents

Table of Contents - Part 1

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Preface ........................................................................................... xiii


Class Files....................................................................................... xv
Chapter 1 Introduction to Autodesk Inventor ............................ 1-1
1.1 Introduction ...................................................................... 1-3
1.2 Autodesk Inventor Fundamentals .................................. 1-5
Feature-Based Modeling.................................................... 1-5
Parametric Features .......................................................... 1-8
Associative......................................................................... 1-8
Assembly Management ..................................................... 1-9
Model Documentation ........................................................ 1-9
1.3 Autodesk Inventor Interface ......................................... 1-10
User Interface .................................................................. 1-11
1.4 Model Manipulation ....................................................... 1-18
Projects ............................................................................ 1-18
Opening and Creating Files ............................................. 1-18
Multiple Windows ............................................................. 1-19
Model Orientation............................................................. 1-19
Model Display .................................................................. 1-24
Object Selection............................................................... 1-25
Practice 1a Open and Manipulate a Part............................ 1-28

Practice 1b Orient and Edit a Part ...................................... 1-43


Practice 1c Select Hidden Features ................................... 1-47

Chapter 2 Creating the Base Feature ......................................... 2-1

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2.1 Creating a New Part File.................................................. 2-3


Origin Features .................................................................. 2-4
2.2 Sketched Base Features ................................................. 2-6
Setting an Origin Plane as Default..................................... 2-9
Grid and Axis Display....................................................... 2-11
Sketch Entities ................................................................. 2-11
Sketching Revolved Sections .......................................... 2-12
Dynamic Input & Dimensioning for Sketching.................. 2-13
Dimensioning ................................................................... 2-14
Constraining..................................................................... 2-17
Depth ............................................................................... 2-21
Direction........................................................................... 2-21
2.3 Primitive Base Features ................................................ 2-24
Practice 2a Extruded Base Features I................................ 2-29

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Practice 2b Extruded Base Features II .............................. 2-41


Practice 2c Revolved Base Feature ................................... 2-48
Practice 2d Creating a Primitive......................................... 2-54

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Practice 2e Additional Parts ............................................... 2-58

Chapter 3 Sketching Geometry................................................... 3-1


3.1 Sketch Geometry ............................................................. 3-3
Tangent Arc Using a Line .................................................. 3-8
Tangent Line Between Two Circles/Arcs........................... 3-8
Construction Entities.......................................................... 3-8
Slice Graphics ................................................................. 3-10
Trim ................................................................................. 3-10
Extend ............................................................................. 3-11
Mirror ............................................................................... 3-12
Fillets and Chamfers........................................................ 3-12
Reviewing Existing Constraints ....................................... 3-16
Reviewing Degrees of Freedom ...................................... 3-16
Assigning Constraints...................................................... 3-16
Controlling Constraint Inference ...................................... 3-21
Constraint Persistence .................................................... 3-22
Controlling Constraint Display ......................................... 3-23
Deleting Constraints ........................................................ 3-23
Center Dimensions .......................................................... 3-25
Radius/Diameter Dimensions .......................................... 3-25
Angular Dimensions ........................................................ 3-26
Revolved Sketch Dimensions.......................................... 3-26
Tangent Dimensions........................................................ 3-27
Arc Length Dimensions ................................................... 3-28
Practice 3a Apply Constraints............................................ 3-30

Practice 3b Create Sketched Geometry I........................... 3-36


Practice 3c Create Sketched Geometry II.......................... 3-42
Practice 3d Manipulating Entities (Optional) .................... 3-48

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Chapter 4 Additional Sketching Tools ....................................... 4-1


4.1 Advanced Editing Tools.................................................. 4-3
Move, Copy, Rotate, Scale, and Stretch ........................... 4-3
Split.................................................................................... 4-7
Copy and Paste ................................................................. 4-7
4.2 Rectangular Sketch Patterns.......................................... 4-8
4.3 Circular Sketch Patterns............................................... 4-12
4.4 Over-Dimensioned Sketches........................................ 4-16

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4.5 Sketch Preferences........................................................ 4-17


Sketch Tab....................................................................... 4-17
Part Tab ........................................................................... 4-19
Sketch Grid Settings ........................................................ 4-20

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Practice 4a Sketch Editing Tools ....................................... 4-21

Practice 4b Copy and Paste a Sketch ................................ 4-26

Practice 4c Pattern Sketched Entities................................ 4-30

Chapter 5 Sketched Secondary Features .................................. 5-1


5.1 Extruded Secondary Features ........................................ 5-3
5.2 Revolved Secondary Features...................................... 5-11

5.3 Using Existing Geometry .............................................. 5-15


Offset ............................................................................... 5-15
Projected Geometry ......................................................... 5-16
Share Sketch ................................................................... 5-17
Insert AutoCAD File ......................................................... 5-18
5.4 Editing Sketched Secondary Features ........................ 5-19
Show Dimensions ............................................................ 5-19
Sketch Visibility ................................................................ 5-20
Editing Commands........................................................... 5-20
5.5 3D Grip Modification...................................................... 5-23
Practice 5a Create a Sketched Revolve ............................. 5-25
Practice 5b Create Sketched Extrusions I ......................... 5-30

Practice 5c Share Sketch .................................................... 5-38


Practice 5d 3D Grips............................................................ 5-42

Chapter 6 Creating Pick and Place Features ............................. 6-1


6.1 Edge Chamfer................................................................... 6-3

6.2 Constant Fillets ................................................................ 6-7


Continuity ......................................................................... 6-10
Additional Fillet Options ................................................... 6-10

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6.3 Variable Fillets................................................................ 6-14


6.4 Face Fillets ..................................................................... 6-19
6.5 Full Round Fillets........................................................... 6-23
6.6 Straight Holes................................................................. 6-26
Linear Placement ............................................................. 6-29
6.7 Threads ........................................................................... 6-35
6.8 Editing Pick and Place Features................................... 6-38

6.9 Creation Sequence ........................................................ 6-39


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Practice 6a Add Pick and Place Features.......................... 6-40


Practice 6b Create a Coaxial Hole...................................... 6-49
Practice 6c Add Fillets ........................................................ 6-53

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Practice 6d Adding Pick & Place Features (Optional)...... 6-59

Chapter 7 Work Features............................................................. 7-1


7.1 Work Planes ..................................................................... 7-3
7.2 Work Axes ...................................................................... 7-10
7.3 Work Points.................................................................... 7-15
Practice 7a Using Work Features to Create Geometry I .. 7-19
Practice 7b Using Work Features to create Geometry II.. 7-23
Practice 7c Using Work Features to create Geometry III
(Optional)............................................................................... 7-28

Chapter 8 Equations .................................................................... 8-1


8.1 Equations ......................................................................... 8-3
Edit Dimension Dialog Box ................................................ 8-5
Feature Creation
Dialog Box ......................................................................... 8-6
Parameters Dialog Box...................................................... 8-7
Units .................................................................................. 8-8
8.2 Parameters ..................................................................... 8-10
Model Parameters ........................................................... 8-10
User Parameters ............................................................. 8-13
Key Parameters............................................................... 8-15
Filtering Parameters ........................................................ 8-15
Modifying Parameters...................................................... 8-15
Parameter Notes ............................................................. 8-15

Practice 8a Add Equations ................................................. 8-17


Practice 8b Add Parameters ............................................... 8-21

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Practice 8c Working with Parameters................................ 8-27

Chapter 9 Additional Features .................................................... 9-1


9.1 Face Draft ......................................................................... 9-3
9.2 Splitting a Face or Part ................................................. 9-10
9.3 Shells .............................................................................. 9-13
9.4 Ribs................................................................................. 9-18
9.5 Bend Part........................................................................ 9-24
Practice 9a Create Shell and Ribs...................................... 9-26

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Practice 9b Create Ribs with Bosses................................. 9-31


Practice 9c Splitting a Face ................................................ 9-36
Practice 9d Bend Part.......................................................... 9-41

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Practice 9e Shelling (Optional) ........................................... 9-45

Chapter 10 Model and Display Manipulation ........................... 10-1


10.1 Reordering Features...................................................... 10-3
10.2 Inserting Features.......................................................... 10-4

10.3 Suppressing Features ................................................... 10-5


10.4 Section Views................................................................. 10-7
10.5 Design Views................................................................ 10-11
Practice 10a Section and Design Views .......................... 10-13
Practice 10b Feature Order ............................................... 10-20

Chapter 11 Fixing Problems...................................................... 11-1


11.1 Sketch Failure ................................................................ 11-3
11.2 Feature Failure ............................................................... 11-5
Sketch Doctor .................................................................. 11-5
Design Doctor .................................................................. 11-7
Practice 11a Resolve Sketch Problems ........................... 11-10
Practice 11b Resolve Feature Failure I ............................ 11-13
Practice 11c Resolve Feature Failure II ........................... 11-16

Chapter 12 Sweep Features ...................................................... 12-1


12.1 Sweep Features.............................................................. 12-3
Practice 12a Creating Swept Geometry I ........................... 12-8
Practice 12b Creating Swept Geometry II........................ 12-13
Practice 12c Additional Swept Geometry (Optional) ...... 12-16

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Chapter 13 Loft Features ........................................................... 13-1


13.1 Rail Lofts ........................................................................ 13-3
13.2 Center Line Lofts ........................................................... 13-6
13.3 Advanced Loft Options ................................................. 13-9
Conditions Tab................................................................. 13-9
Transition Tab ................................................................ 13-14
Practice 13a Rail Lofts....................................................... 13-15
Practice 13b Center Line Loft I ......................................... 13-20

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Practice 13c Center Line Loft II ........................................ 13-21


Chapter 14 Duplication Tools ................................................... 14-1
14.1 Rectangular Feature Patterns ...................................... 14-3

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14.2 Circular Feature Patterns............................................ 14-12


14.3 Mirror Parts or Features.............................................. 14-18
14.4 Manipulate Patterns and Mirror Features.................. 14-21
Suppress Patterns ......................................................... 14-21
Edit Pattern.................................................................... 14-21
Delete Patterns.............................................................. 14-22

Practice 14a Pattern Features .......................................... 14-23

Practice 14b Mirror a Model.............................................. 14-30


Practice 14c Mirror Features ............................................ 14-33

Chapter 15 Feature Relationships ............................................ 15-1


15.1 Establishing Relationships........................................... 15-3
Pick and Place Features.................................................. 15-3
Sketched Features .......................................................... 15-4
15.2 Controlling Relationships............................................. 15-9
15.3 Investigating Relationships........................................ 15-10
Model Browser............................................................... 15-10
Equations....................................................................... 15-10

15.4 Changing Relationships ............................................. 15-11


Edit Sketch .................................................................... 15-11
Redefine ........................................................................ 15-11
Show Dimensions.......................................................... 15-11
Edit Feature ................................................................... 15-11
Delete Features ............................................................. 15-12
Practice 15a Change Feature Relationships ................... 15-13
Practice 15b Delete a Sketch Plane ................................. 15-16

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Appendix A Sketching Options ..................................................A-1


A.1 Sketch Geometry Creation Options...............................A-3
A.2 Sketch Editing Options ...................................................A-6
A.3 Sketch Constraint Options .............................................A-7
A.4 Dimension Type Options ................................................A-8
Appendix B Additional Practices................................................B-1
Practice B1 Create Sketched Extrusions II ......................... B-3
Practice B2 Create Sketched Extrusions III ........................ B-8

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Practice B3 Work Features .................................................. B-9


Practice B4 Parts ................................................................ B-11
Practice B5 Creating a Sweep and Loft ............................ B-18

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Practice B6 Hand Weight ................................................... B-25


Practice B7 Housing ........................................................... B-26

Table of Contents - Part 2

Chapter 16 Assembly Environment.......................................... 16-1


16.1 Assembling Components using Constraints .............. 16-3
Assembly Examples....................................................... 16-17
16.2 Content Center ............................................................. 16-21
Searching the Content Center ....................................... 16-24
16.3 Assembly Browser....................................................... 16-25
16.4 Saving Files .................................................................. 16-27
Practice 16a Assembly Basics I ....................................... 16-28

Chapter 17 Joint Connections .................................................. 17-1


17.1 Assembling Components using Joints ....................... 17-3
Practice 17a Assembly Basics II ...................................... 17-18

Practice 17b Assembly Basics III ..................................... 17-41

Chapter 18 Manipulating Assembly Display............................ 18-1


18.1 Moving and Rotating Assembly Components ............ 18-3
Moving Components ........................................................ 18-3
Rotating Components ...................................................... 18-5
Updating the Assembly .................................................... 18-6

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18.2 Suppressing Constraints .............................................. 18-7


18.3 Component Display ....................................................... 18-8
Visible Components ......................................................... 18-8
Enabling Components...................................................... 18-9
Isolating Components .................................................... 18-10
Section Views ................................................................ 18-10
Design Views ................................................................. 18-14
18.4 Selection Options in Assemblies ............................... 18-18

Practice 18a Assemble Components ............................... 18-20

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Chapter 19 Model Information .................................................. 19-1

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19.1 Measurement Tools....................................................... 19-3


Measure Distance or Length ........................................... 19-3
Measure Distance Between Components ....................... 19-5
Measure Angle ................................................................ 19-5
Measure Loop.................................................................. 19-5
Measure Area .................................................................. 19-5
Context Sensitive Measurements.................................... 19-6
Using Measure when Entering Required Values............. 19-6
Region Properties............................................................ 19-7
19.2 Model Properties ........................................................... 19-8
iProperties ....................................................................... 19-8
Model Color ................................................................... 19-10
Practice 19a Properties and Measurements ................... 19-11

Practice 19b Model Measurements (Optional) ................ 19-18

Chapter 20 Design Presentation and Animation..................... 20-1


20.1 Exploded View Presentations ...................................... 20-3
Save Camera................................................................. 20-12

Practice 20a Create an Explode Presentation................. 20-16


Practice 20b Animate an Assembly ................................. 20-20

Chapter 21 Assembly Tools ...................................................... 21-1


21.1 Replacing Components ................................................ 21-3
21.2 Restructuring Components .......................................... 21-5
Promote ........................................................................... 21-6
Demote ............................................................................ 21-6
Assembly Folders ............................................................ 21-7

21.3 Driving Constraints ....................................................... 21-8


21.4 Contact Solver ............................................................. 21-11
21.5 Interference .................................................................. 21-13

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21.6 Error Recovery............................................................. 21-15


Practice 21a Using Assembly Tools ............................... 21-17
Practice 21b Replacing Components .............................. 21-23
Practice 21c Restructuring the Assembly....................... 21-27

Practice 21d Controlling Assembly Motion..................... 21-30


Chapter 22 Assembly Parts and Features ............................... 22-1
22.1 Assembly Parts.............................................................. 22-3

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22.2 Assembly Features ........................................................ 22-8


Participant Parts............................................................... 22-8
Practice 22a Assembly Parts and Features I................... 22-10

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Chapter 23 Assembly Bill of Materials ..................................... 23-1


23.1 Create Virtual Components........................................... 23-3
23.2 Create Bill of Materials .................................................. 23-6
BOM Structure ............................................................... 23-10
View Properties.............................................................. 23-14
Part Number Merge Settings ......................................... 23-16
Practice 23a Bill of Materials ............................................ 23-19

Chapter 24 Working With Projects ........................................... 24-1


24.1 New Projects .................................................................. 24-3
Project Tree ..................................................................... 24-7
Edit Project Paths ............................................................ 24-8
Appearance and Material Libraries .................................. 24-9
Library Paths.................................................................. 24-10
Search Sequence .......................................................... 24-11
Sub-Folders in Project Locations ................................... 24-11
24.2 Resolving Links ........................................................... 24-13
24.3 The Vault Browser ....................................................... 24-17
Practice 24a Creating a Project File ................................. 24-18

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Chapter 25 Drawing Basics ....................................................... 25-1


25.1 New Drawing Views ....................................................... 25-3
User-Defined Orientation Views....................................... 25-9
Projected Views ............................................................. 25-11
Auxiliary Views............................................................... 25-13
Section Views ................................................................ 25-14
Detailed Views ............................................................... 25-16
Overlay Views ................................................................ 25-17
Draft Views..................................................................... 25-18
Break Views ................................................................... 25-19
Break Out Views ............................................................ 25-20
Slice Views..................................................................... 25-21
Crop Views..................................................................... 25-22
25.2 Manipulating Views...................................................... 25-25
Delete Views .................................................................. 25-25
Suppress Views ............................................................. 25-26
Move Views.................................................................... 25-26
View Orientation............................................................. 25-26
View Alignment .............................................................. 25-26
Change View Scale........................................................ 25-27

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Editing View Labels ....................................................... 25-27


Replace Models............................................................. 25-28
View Properties ............................................................. 25-28
Editing Sheets ............................................................... 25-29

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Practice 25a Create a Drawing I ....................................... 25-30


Practice 25b Create a Drawing II ...................................... 25-41
Practice 25c Create a Drawing III ..................................... 25-45

Chapter 26 Detailing Drawings ................................................. 26-1


26.1 Dimensions .................................................................... 26-3
Model Dimensions ........................................................... 26-3
Drawing Dimensions........................................................ 26-5
Editing Drawing Dimensions.......................................... 26-10
Dimension Styles........................................................... 26-13
26.2 Drawing Sheets............................................................ 26-15
26.3 Parts List ...................................................................... 26-18
Editing the Parts List...................................................... 26-21
26.4 Balloons ....................................................................... 26-24
Placing Balloons Individually ......................................... 26-25
Placing Balloons Globally .............................................. 26-25
Manipulating Balloons ................................................... 26-26
26.5 Styles and Standards .................................................. 26-28
Standards ...................................................................... 26-30
Styles............................................................................. 26-31

26.6 Hatching ....................................................................... 26-32


Practice 26a Detailing a Drawing I ................................... 26-35
Practice 26b Detailing a Drawing II .................................. 26-47
Practice 26c Create a Drawing (Optional) ....................... 26-56

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Chapter 27 Drawing Annotations ............................................. 27-1


27.1 Text ................................................................................. 27-3
Modifying Text ................................................................. 27-4
Adding Model or User Parameters as Text ..................... 27-4
Adding Properties as Text ............................................... 27-5
27.2 Symbols.......................................................................... 27-7
27.3 Hole and Thread Notes ................................................. 27-9
Creating a Hole or Thread Note ...................................... 27-9
Adding Text to a Hole Note ........................................... 27-10
Editing a Hole Note........................................................ 27-11
Hole Quantity in Notes................................................... 27-11
Hiding Hole or Thread Note Values............................... 27-12

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27.4 Chamfer Notes ............................................................. 27-13


Creating Chamfer Notes ................................................ 27-13
Editing Chamfer Notes................................................... 27-14

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27.5 Center Marks and Center Lines .................................. 27-15


Center Marks ................................................................. 27-15
Center Line .................................................................... 27-15
Center Line Bisector ...................................................... 27-16
Centered Pattern............................................................ 27-17
27.6 Hole Tables................................................................... 27-18
27.7 Revision Tables and Tags........................................... 27-21
Practice 27a Adding Text and Symbols........................... 27-25
Practice 27b Notes, Center Marks, and Centerlines ....... 27-33
Practice 27c Adding a Revision Table and Tags ............ 27-39
Practice 27d Adding Hole Tables ..................................... 27-44

Chapter 28 Customizing Autodesk Inventor............................ 28-1


28.1 Application Options....................................................... 28-3
General Tab ..................................................................... 28-3
File Tab ............................................................................ 28-4
Colors Tab ....................................................................... 28-4
Display Tab ...................................................................... 28-4
Drawing Tab..................................................................... 28-4
Prompts Tab .................................................................... 28-5
Sketch Tab....................................................................... 28-5
Part Tab ........................................................................... 28-6
Assembly Tab .................................................................. 28-7

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28.2 Document Settings ........................................................ 28-8


Standard Tab ................................................................... 28-8
Units Tab.......................................................................... 28-9
Sketch Tab....................................................................... 28-9
Modeling Tab ................................................................. 28-10
Bill of Materials Tab ....................................................... 28-11
Default Tolerance Tab ................................................... 28-11
Drawing Tab................................................................... 28-12
Sheet Tab ...................................................................... 28-12
28.3 File Properties .............................................................. 28-13
28.4 Changing Part Units .................................................... 28-15
28.5 Command Customization............................................ 28-17
Ribbon............................................................................ 28-17
Keyboard........................................................................ 28-18
Marking Menu ................................................................ 28-21
Practice 28a Customizing File Properties ....................... 28-23

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Autodesk Inventor 2014 Introduction to Solid Modeling

Appendix C Effective Modeling ..................................................C-1


C.1 Design Considerations ...................................................C-3
Part Design Considerations...............................................C-3
Assembly Design Considerations......................................C-4

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C.2 Modeling Tips and Techniques ......................................C-5


Capturing Design Intent.....................................................C-5
Features ............................................................................C-5
Face Drafts and Fillets.......................................................C-7
C.3 Model Investigation .........................................................C-9
Model Browser...................................................................C-9
Equations...........................................................................C-9
Measuring Options ..........................................................C-10

Appendix D DWG TrueConnect ..................................................D-1


D.1 Introduction......................................................................D-3
D.2 Autodesk Inventor and AutoCAD Files .........................D-5
AutoCAD Files in Autodesk Inventor .................................D-5
Autodesk Inventor Files in AutoCAD .................................D-6
DWG Template..................................................................D-7
Shared Objects..................................................................D-7

D.3 Geometry Formatting Tools ...........................................D-9


Practice D1 DWG Files in Autodesk Inventor ................... D-11
Practice D2 Autodesk Inventor DWG files in AutoCAD
(Optional)............................................................................... D-18

Appendix E Additional Practices................................................ E-1


Practice E1 Turntable Assembly ......................................... E-3
Practice E2 Assembly Parts and Features II ....................... E-9
Practice E3 Drawing Creation I........................................... E-15
Practice E4 Drawing Creation II.......................................... E-16

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Practice E5 Drawing Creation III......................................... E-18

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Appendix F Autodesk Inventor 2014 Certified Professional Exam


Objectives ...................................................................................... F-1
Index........................................................................................ Index-1

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Preface

Preface

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The Inventor 2014 Introduction to Solid Modeling training guide


instructs students in the best usage approaches for parametric
design philosophy through a hands-on, practice-intensive
curriculum. Students acquire the knowledge needed to complete
the process of designing models from conceptual sketching,
through to solid modeling, assembly design, and drawing
production.
The Autodesk Inventor software interface

Creating 2D sketches

Constraining and dimensioning sketches


Generating 3D parts from sketches

Part modeling, adding, and editing 3D features


Work Features

Creating equations and working with parameters

Model geometry and model display manipulation


Resolving feature failures

Feature duplication techniques

Establishing and working with model relationships


Placing and constraining parts in assemblies
Assembly component display
Model Information

Presentation files (Exploded views)


Assembly tools

Creating parts and features in assemblies


Assembly bill of materials

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Working with projects

Creating and annotating drawings and views


Customization

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Icon Reference Chart

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The following icons are used throughout this training guide to


help you to quickly and easily find helpful information.
Indicates the Learning Objectives that are
covered in the current chapter or section of
the training guide.
Indicates items that have been enhanced in
the Autodesk Inventor 2014 software.
Indicates items that are new in the Autodesk
Inventor 2014 software.
Indicates items that are related to Autodesk
Certification topics and objectives.

Appendix F includes a list of the Autodesk Certification topics


and objectives for the Autodesk Inventor software. References to
content in this training guide have been included to assist you in
preparing for the certification exam.

Free Autodesk Software for Students and


Educators

The Autodesk Education Community is an online resource with


more than five million members that enables educators and
students to download for free the same software used by
professionals worldwide (see website for terms and conditions).
You can also access additional tools and materials to help you
design, visualize, and simulate ideas. Connect with other
learners to stay current with the latest industry trends and get the
most out of your designs.
Get started today. Register at the Autodesk Education
Community (www.autodesk.com/joinedu) and download one of
the many available Autodesk software applications.

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Free products are subject


to the terms and conditions
of the end-user license and
services agreement that
accompanies the software.
The software is for
personal use for education
purposes only and is not
intended for classroom or
lab use.

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Chapter 1

Introduction to Autodesk Inventor

Understanding how Autodesk Inventor models are built and how they react to
change is fundamental when designing robust and intelligent models. In addition,
learning the working environment is important. The environment consists of many
different components (e.g., toolbars, panels, menus, etc.). Learning to interact
with all of the components increases your modeling efficiency.

This chapter contains the following topics:

Introduction
Autodesk Inventor Fundamentals
Autodesk Inventor Interface
Model Manipulation

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Introduction to Autodesk Inventor

1.1 Introduction
Learning Objective

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Understand how the Part, Assembly, Presentation, and


Drawing environments in Autodesk Inventor software enable
you to create and document a 3D Digital Prototype.

Autodesk Inventor software takes engineers beyond 3D to


Digital Prototyping by giving them a comprehensive set of tools
for 3D mechanical design that enables them to design, visualize,
and simulate products before they are built. Digital Prototyping
helps companies design better products, reduce development
costs, and get to market faster.
As the models created with Autodesk Inventor software are
accurate 3D digital prototypes, it helps users to check design
and engineering data as they work, minimizing the need for
physical prototypes. This reduces engineering changes
discovered after the design has been sent to manufacturing.

There are a number of tools available to design models with


Autodesk Inventor software. To begin, you must start with a
foundation in solid 3D part design. Then you progress to placing
the models relative to one another within an assembly, followed
by creating drawings that document the 3D parts and assembly
models in a 2D format.

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Parts and assemblies


are often referred to
collectively as
components, because
of the similar manner in
which they are treated.
For example, a drawing
file might reference
either a part or
assembly file.

The following are the basic environments for 3D model design.


Environment

Description

Part

In this environment all part modeling, sketching, and


complex design takes place on individual parts.

Assembly

Parts are added to assemblies to position and constraint


them together to form a completed design. Parts are not
stored in the assembly but their data is referenced from
the original part model. The only modeling data stored in
the assembly is the positional data that locates each part
within the assembly.

Presentation

This environment is used to create explosions that are


used to document disassembled views in a drawing.
Additionally, it can be used to animate tasks for
visualization of component movement.

Drawing

This environment is used to communicate the 3D design


in a 2D format. Views and annotations are used to
document the design.

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The images of the part, assembly, and drawing files, as shown in


Figure 11, illustrate how the original data created in the part
model is passed to the assembly and finally used in a drawing to
document a 3D design in a 2D format for manufacturing.
Models are placed relative to
one another to create an
assembly. If exploded views
are required, a presentation
is created.

Part models are


initially designed.

As with assemblies, part


models can also be
directly referenced to
create drawing views.

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Assembly and
presentation files can
be referenced to create
a drawing.

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Figure 11

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Introduction to Autodesk Inventor

1.2 Autodesk Inventor


Fundamentals

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Learning Objective

Understand the five key attributes of Autodesk Inventor


software and how they contribute to creating robust parts
and assemblies that can be easily documented.

The Autodesk Inventor software has the following five key


attributes:
Feature-Based Modeling
Parametric Features
Associative

Assembly Management
Model Documentation

Feature-Based
Modeling

Extruded features can


either add or remove
material from the model.

The Autodesk Inventor software is a feature-based modeling


program, which means that a part evolves by creating features
one by one until it is complete. Each feature is individually
recognized by the system. A part model consisting of several
individual features is shown in Figure 12.
Copied feature

Extrude (base feature)

Shell

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Hole

Extrude

Drafts

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Fillets

Figure 12

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To start a design, create a simple extruded base feature that


approximates the shape of the part. Continue adding features
until the part is complete, as shown in Figure 13.

1st (Base) Feature: Extrude

4th Feature: Shell

2nd Feature: Drafts

3rd Feature: Fillets

5th Feature: Extrude

6th Feature: Hole

7th Feature: Copy

Figure 13

Sketched Features

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A sketched feature is created by sketching its shape or profile,


and can be any shape or size. To create a sketched feature, you
must sketch a 2D cross-section on the placement surface and
add dimensions to define and locate the sketched geometry with
respect to the model, as shown in Figure 14.

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Introduction to Autodesk Inventor

Figure 14

Pick and Place Features

A pick and place feature is a feature for which a shape has been
predefined. For example, the cross-section of a Hole feature is a
circle. To create a pick and place feature, you must define the
location of the feature and the references required to locate it
with respect to the existing geometry. An example of a pick and
place Hole feature is shown in Figure 15.

Locate the hole feature


on this surface

Figure 15

Feature Relationships

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Feature relationships
are formed between
features as a model is
created.

Feature-based modeling requires that features be added one by


one. As a result, feature relationships are created as new
features reference existing ones. For example, the hole shown in
Figure 15 cannot exist without the cylindrical extruded feature
because the holes placement references exist within the
extrusion. Feature relationships are created with all features.

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Autodesk Inventor 2014 Introduction to Solid Modeling

Parametric
Features

All features that are created are parametric. This means that all
of the dimensional constraints you create to define a features
shape are considered parameters; changes can be made at any
time, and the features automatically update.

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For example, the dimensional value that positions the cut feature
shown in Figure 16 is changed. Therefore, the position of the
feature updates to reflect the design change.

Names are
automatically assigned
to dimensions (e.g., d1
or d2). You can display
either the name or value
of the dimension, as
needed.

Figure 16

Dimensioning is an important step in the modeling process.


When creating dimensions, use the following guidelines:

Consider the dimensions that are going to be displayed in


drawings and be aware of the resulting feature relationships.
Consider changes that might be made to the model in the
future and how easily the dimensions facilitate these
changes.

Periodically modify dimensions to test what if scenarios. This


is called flexing the model and helps eliminate future
problems by verifying that the model behaves as expected.

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Equations are
user-defined
mathematical relations.

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Associative

Parameters and dimensions can be used in an equation to


capture and control design intent. The ability to use equations in
a model becomes extremely important in making a robust model.
For example, an equation can be used to keep a hole centered
on a block.
The Autodesk Inventor software is fully associative, which
means it operates in a concurrent engineering environment. You
can work with the same model in different modes (e.g., Part,
Assembly, or Drawing), and all modes are fully associative.
Therefore, changes made to a model in any of the modes
propagate to all other modes.

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Introduction to Autodesk Inventor

Models built in Part mode can be used as components in an


assembly. Assemblies are created by constraining components
with respect to one another. The addition of constraints creates
feature relationships between components and builds intelligent
assemblies. Similar to features in Part mode, constraints in
Assembly mode are assigned a unique internal identification
number (e.g., d1, d15, or d34). The internal identification number
can be used to establish relations between components in the
assembly.

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Assembly
Management

Model
Documentation

The Style and Standard


Editor controls the
appearance of part
edges, center lines,
dimension components,
layers, part lists,
balloons, and other
annotations.

The tools available in the Drawing environment enable you to


quickly create production-ready drawings for manufacturing.
Drawings are created from part, assembly, or presentation
models. The shape, dimensions, and orientation of the parts or
assemblies have already been defined in Part or Assembly
mode. This information is used to create the required views in a
drawing file. Adding details to your drawings enables you to
communicate additional information to other designers working
on a project. You can also apply styles and standards to control
the appearance of your model.
Drawing models are not actually contained in a drawing file.
There is a link between the drawing file and the source model. If
a change is made to the source model, all drawing views that
reference it automatically update. The reverse, where a change
made in the drawing also reflects in the model, can also be true if
your workflow permits.

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The Autodesk Inventor software supports two types of drawing


file extensions: IDW and DWG. Files with an IDW extension are
native Autodesk Inventor files and are typically used for
documenting files. Files with a DWG extension are typically used
if the drawing is going to be viewed by downstream users (such
as shop personnel, managers, customers, etc.) working with the
AutoCAD software.

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Autodesk Inventor 2014 Introduction to Solid Modeling

1.3 Autodesk Inventor Interface


Learning Objectives

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Understand the components that make up the overall layout


of the software interface.
Navigate the Ribbon, Quick Access Toolbar, Model browser,
Status Bar, and Context and Marking menus to locate and
execute commands.
Launch the Wiki Help and tooltips to find help with
commands.

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The tools in the


Welcome screen are
also available on the
Get Started tab, Quick
Access Toolbar or in the
Application menu.

When you launch the Autodesk Inventor software, a Welcome


screen displays, as shown in Figure 17. This screen provides
you with three categories of options. The Work area enables you
to immediately begin working with the Autodesk Inventor
software. You can create a new file, open an existing file, or load
a project file. A list of most recent files are also available. The
Learn area provides links to topics that help you learn more
about the Autodesk Inventor 2014 software. The Extend area
provides links to additional Autodesk information.

Figure 17

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Introduction to Autodesk Inventor

The Autodesk Inventor user interface enables you to work with


your models in a variety of environments (e.g., sketch, part, or
assembly). Each environment provides a specific set of tools.
The Part environment is shown in Figure 18.

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User Interface

Quick Access Toolbar

Tabs

Title Bar

Panels

Ribbon

ViewCube

Graphics Window

Navigation Bar

Model Browser

Status Bar

Figure 18

Title Bar

The title bar displays the name of the current active file.

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Ribbon

The Ribbon provides access to commands and settings. The


Ribbon is divided into tabs and they are further subdivided into
panels. The tabs that are available vary depending on the mode
that is currently active. All commands are listed in panels. In
Figure 19, the 3D Model tab is active. Sketch, Create, and
Modify are some of the panels in this tab.

Figure 19

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Autodesk Inventor 2014 Introduction to Solid Modeling

In most panels, all of the commands are visible. However, if a


panel has
next to its name, it can be selected to display
additional commands, as shown for the Modify tab in
Figure 110.

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Click
to pin a panel
open. Select a second
time to unpin it.

Figure 110

To change the panel


display, right-click on a
panel and select
Ribbon Appearance.
The options enable you
to toggle the display of
the Ribbon to control the
button size and whether
the text is displayed with
the button.

The subdivision of tabs and panels can help you identify the
intent of the command, and help you to quickly locate
commands. By default, all commands have a command name
and icon displayed in the Ribbon.

Many of the commands available in the Ribbon can also be


accessed by right-clicking on a feature in the Model browser or
directly on the model. In these situations, the commands that are
listed are context-sensitive and only applicable commands are
displayed.

Marking Menu

When right-clicking in the graphics window, the Marking and


Context menu displays. The top radial menu that is displayed is
the Marking menu and the vertical list is the Context menu.
The Marking menu consists of eight wedges, each containing a
different command. To activate a Marking menu command, move
your mouse in the direction of the command so that it is
highlighted, as shown on the right in Figure 111 and click. If you
hover over a command, a tooltip displays help for the command.

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The Marking menu


provides a quick way to
access commonly used,
context-sensitive,
commands and is
customizable. The
Marking menu can be
customized using the
Customize option in the
Tools tab.

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Figure 111

As you become familiar with the Marking menu commands, you


can use gesturing behavior to initiate commands. To gesture,
click and hold the right mouse button and immediately drag the
cursor in the direction of the Marking menu wedge that is
required to create a trail, and release the mouse button. If these
operations are completed within 250 milliseconds, the selected
wedge is briefly displayed to confirm that the operation was
performed.
To close the Marking menu, you can execute another command,
select away from the Marking menu, or press <Esc>.

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Autodesk 360

The Autodesk 360 tab in the Ribbon provides access to


Autodesk 360 online services. This service is available to all
subscription customers and allows for secured document
storage and sharing through the Autodesk Cloud. To use the
service, you must create a user account and then you can
upload and share files.

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Autodesk Inventor 2014 Introduction to Solid Modeling

Help

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To display information about a command and obtain a


description of it, hover the cursor over the command. A tooltip
displays explaining the command, as shown in Figure 112.

Figure 112

You can access


context-sensitive help

by clicking
in any of
the active dialog boxes
if it is available.

A number of the expanded tooltips provide a video


demonstration in place of a static image. These tool clips are
loaded and played automatically when you hover your cursor
over an applicable command. Tool clips can be found in some
part and assembly modeling environment commands, as well as
in some sketching tools.

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If you are connected to the internet, Wiki Help is the default help
system. To access Wiki Help, click
(Help) in the top right
corner of the interface or press <F1>. Wiki Help is an online tool
that provides up-to-date information on Autodesk Inventor topics.
If you are not connected to the internet, only a basic selection of
help topics is available, such as Whats New, tutorials, and a
quick reference of many topics. You can quickly access this
sub-set of help by entering the topic in the <Type a Keyword or
phase> field and clicking

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Introduction to Autodesk Inventor

Quick Access Toolbar


In addition to the commands available in the tabs, you can use
the additional commands in the Quick Access Toolbar, as shown
in Figure 113. Hover the cursor over each command for a
tooltip to display a description of the command.

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on the right side can


be used to customize
the Quick Access
Toolbar.

Figure 113

When modeling, you often need to select specific types of


entities, such as faces, edges, or features. The selection filter in
the Quick Access Toolbar enables you to filter entities, features,
or components so that you can only select the type of object
required. The system selects the entities applicable to the
selected option. For example, if you select Select Face and
Edges, you can only select faces or edges on the model.
The options that display in the drop-down list vary depending on
the current mode. Part mode options display as shown in
Figure 114.

To quickly access the


filter options without
having to use the Quick
Access Toolbar, press
and hold down <Shift>
as you right-click in the
main window.

Figure 114

Model Browser

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The Model browser can


be displayed or
removed from the
interface. To control
their display, enable or
disable the tools in the
User Interface
drop-down list (View
tab>Windows panel).

The Model browser lists all of the features or components in your


models, in order of creation. The Model browser is a powerful
tool that can be used to complete any of the following actions:
Select features

Access commonly used options (e.g., Delete, or Edit)


Search for features
Create and edit parameters
Edit features

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View information on features


Change the order of features (click and drag)

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Open components in an assembly


Open drawings of components

In the default Model browser, as shown in Figure 115, each


feature is identified by its name and a symbol that identifies the
feature type.

enables you to
customize the display of
the Model browser.

Figure 115

Feature Creation Controls

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The elements that


display in the dialog box
or mini-toolbar vary
according to the feature
being defined.

116

When you create a feature, you define a variety of elements or


properties (such as profile, direction, and depth). To define
these, you use a Feature dialog box or the mini-toolbar tools that
display directly in the graphics window. In Figure 116 an
Extrude feature is being created, and the Extrude dialog box and
its appropriate mini-toolbar are displayed. Options can be
selected in either location, but for some feature types the
optional elements are only located in the Feature dialog box.

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Introduction to Autodesk Inventor

By default, the dialog


box is collapsed. Click
the arrow to expand the
dialog box.

Figure 116

Status Bar

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The Status Bar displays messages related to the active tool. The
messages and any available options vary depending on the
environment that is active. For example, in the sketch
environment, the status bar displays information related to the
active operation, such as the coordinates of points or radius of a
circle, constraint status, as well as options that can be used to
customize how you work in the Sketch environment. In the Part
environments, the Status Bar provides prompts for feature
creation, when available.

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Certification

Learning Objectives

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Topic:
User Interface
Objectives:
Identify how to use visual

1.4 Model Manipulation

styles to control the


appearance of a model

Open existing and create new files.

Navigate between multiple open windows to efficiently


manage your working files.

Use the model orientation commands to pan, zoom, rotate,


and look at specific objects in a model.
Assign Visual Styles to your models to accurately visualize
them in your working environment.
Learn object selection techniques to efficiently select objects
in your models.

Projects

Project files are used to determine the directories from which to


reference files. Project files are special files that have an .IPJ
extension. They are accessed in the New and Open dialog
boxes by clicking
panel.

Opening and
Creating Files

or in the Get Started tab>Launch

To open or create a new file, you can use the options in the Get
Started tab, in the Quick Access Toolbar, or by expanding the
Application Menu
. In the Open dialog box, you can also
toggle directly to the Create New File dialog box using the
(Quick Launch) icons.

Sa

A start-up action can be


set when the software is
launched. (General tab
in the Application
Options). The options
include the File Open or
File New dialog box, or
a specific template.

118

The Application Menu


displays the most recently opened
files. The files can be quickly opened by selecting the name of
the file once the Application Menu is displayed.

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When starting a new file (part, drawing, or assembly) you can


use one of the supplied templates, or you can create your own to
start your model with predefined settings. A template is created
by creating a part, setting the appropriate options, and saving the
file to a new name in the templates path. You can also use the
Save Copy as Template command in the Application Menu.
Template files have the same extension as the file they are used
to create.

File Naming

Part mode has two


modes: modeling and
sketcher. If you are in
the sketcher
environment, a Sketch
tab is added to the
Ribbon and displays in
green. Otherwise you
are in the modeling
environment.

Each modeling environment has a different file extension. The


file extension is automatically added to a filename when a part is
created. The four main file types are described as follows.
Mode

Extension

Example

Part

.IPT

groove.ipt

Assembly

.IAM

key.iam

Drawing

.DWG and .IDW

padlock.idw and padlock.dwg

Presentation

.IPN

padlock.ipn

The DWG TrueConnect functionality enables interoperability


between the Autodesk Inventor and AutoCAD products by
enabling you to open AutoCAD DWG files in the Autodesk
Inventor software without any conversion. To edit the original
AutoCAD file you must return to AutoCAD.

Multiple files can be opened simultaneously by selecting the tabs


along the bottom of the graphics window to switch between
windows, as shown in Figure 117.

Sa

Multiple
Windows

Figure 117

Model
Orientation

A model can be oriented as follows:


Use the Pan tool to move a model in the graphics window in
any direction planar to the screen.

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Use the Rotate tool to rotate a model around the center of


the window, free in all directions, or around the X- or Y-axis.

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Use the Zoom tools to zoom in and zoom out on the model,
on a specific entity, or on an area.
Use the ViewCube to create a custom orientation.

Pan a Model

You can also pan a


model by pressing and
holding the middle
mouse button while
dragging the mouse, or
by pressing and holding
down <F2> and panning
with the left mouse
button.

The Pan command is available in the Navigation Bar and View


tab>Navigate panel. The panning procedure is as follows:
1. Click Pan
in the View tab>Navigate panel or in the
Navigation Bar.

2. Press and hold the left mouse button.


3. Move the mouse to drag the model.

4. Click
(Zoom All) in the View tab>Navigate panel or in the
Navigation Bar to refit the model in the center of the screen.

Rotate a Model

The Orbit command is available in both the Navigation Bar and


View tab>Navigate panel. The rotate procedure is as follows:

You can also press and


hold down <F4> to
rotate, or press and hold
down <Shift> and the
middle mouse button.

1. Click
(Orbit) in the View tab>Navigate panel or in the
Navigation Bar. The Rotate symbol (a circle) displays on the
screen. The appearance of the cursor changes, based on the
location of the cursor relative to this circle.

2. Drag the cursor to the required orientation.

Sa

To rotate freely, move the cursor inside the circle. The

cursor appearance changes to


. Click and hold the
mouse and then rotate the model in any direction.
To rotate about the horizontal axis, move the cursor to the
top or bottom handle of the circle symbol. The cursor
appearance changes to
. Press and hold the left
mouse button and rotate the model about the Y-axis.

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To rotate about the vertical axis, move the cursor to the


left or right handle of the circle symbol. The cursor

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appearance changes to
. Press and hold the left
mouse button and drag horizontally.
To rotate about an axis through the center of the circle
symbol (normal to the screen), move the cursor to the rim
of the circle symbol. The cursor appearance changes to
. Drag the mouse to rotate. To change the center of
the rotation, click inside or outside the circle to set the new
center.

To exit the Rotate functionality click to clear


or, while
still within the orbit circle, move the mouse away from the
model until
window.

displays, and click in the graphics

Zoom a Model

The Zoom command is available in both the Navigation Bar and


View tab>Navigate panel. In both situations, all of the available
zoom options are compressed, as shown in Figure 118.

Figure 118

The zoom procedure is as follows:

Sa

You can also press and


hold down <F3> to
zoom.

1. Click
(Zoom) in the View tab>Navigate panel or in the
Navigation Bar.

2. Press and hold the left mouse button.


3. Move the mouse downward to zoom in and upward to zoom
out.

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Zoom to a Specific Entity

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1. Click
(Zoom Selected) in the View tab>Navigate panel or
in the Navigation Bar.
2. Select the entity.

When zooming in on an edge or vertex (not a surface), the order


in which you select the entity and toolbar icon is important for
obtaining the required result. Selecting the icon followed by the
entity positions the entity in the center of the screen based on
the selected point, and maintains the current zoom. Selecting the
reverse, the entity and then the icon, causes the system to zoom
to the selected entity. When zooming on a surface, the order of
selection does not have an impact.

Zoom to an area

1. Click
(Zoom Window) in the View tab>Navigate panel or
in the Navigation Bar.
2. Select a location on the model using the left mouse button to
define the corner of the bounding box zoom area.
3. Drag the mouse to draw a box over the area to zoom.

4. Press or release the left mouse button once the box is drawn.

Look At

Sa

To orient a model face parallel to the screen, click


(Look At)
in the View tab>Navigate panel or in the Navigation Bar, and
select the face. The model displays as shown in Figure 119.

Select this surface


to be parallel to
the screen.

Figure 119

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ViewCube
As an alternative to the Look At command, you can use
ViewCube functionality to orient a model face parallel to the
screen. By default the ViewCube displays in the top-right corner
of the graphics window, as shown in Figure 120.

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To display the
ViewCube settings,
right-click on it and
select Options. The
ViewCube Options
dialog box enables you
to control the location,
size, default ViewCube
orientation, etc. The
orientation enables you
to select two parallel
Origin planes to define
the orientation.

Figure 120

The ViewCube enables the following:

Select any of the sides of the cube to display the parallel view
that is associated with it (Front, Right, Bottom, etc.).
Set the type of view to Orthographic, Perspective, or
Perspective with Ortho Faces by right-clicking on the
ViewCube and selecting the required option.

Return to a Home View by clicking


, which displays at the
top-left of the ViewCube when you hover the cursor over it.
Initially the Home View is the default isometric orientation.
Set a new Home View for your model by right-clicking on the
ViewCube and selecting Select Current View as Home.
Select and drag a surface on the ViewCube to rotate.

Full Navigation Wheel

Sa

The Full Navigation Wheel, as shown in Figure 121, provides


an alternative to the View tab and Navigation Bar commands for
Zoom, Pan, and Orbit, with one new navigation tool: Rewind.
The Rewind command navigates through previous views that
were displayed.

Figure 121

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The Full Navigation Wheel moves with the cursor to provide


access to the navigation tools. Complete the following to use the
tool:
1. Enable the tool by clicking
(Full Navigation Wheel) in the
View tab>Navigate panel or in the Navigation Bar. The Full
Navigation Wheel displays attached to the mouse.

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In addition to the Zoom,


Orbit, Pan, and Rewind
commands, other more
advanced tools are
available in the Full
Navigation Wheel. At
this stage of learning,
these are not covered.

2. Press and hold the mouse on a command (e.g., Zoom).


3. Move the cursor to change the view as needed.

4. Release the mouse button to end the navigation command.


5. Click
or the x in the top right corner of the tool to close
the Full Navigation Wheel.

Model Display

By default, models are displayed as Shaded. However, other


visual styles can be assigned to help you visualize the model. All
visual styles are available in the View tab>Appearance panel as
shown in Figure 122. The ability to use many of the styles
depends on the quality of its graphics hardware.

The Realistic setting is


dependent on the color
and lighting settings that
are applied in the
model.

Sa

When using the


Realistic style you can
also incorporate Ray
Tracing to further
enhance model display.

The Watercolor and


Illustration settings
provide artistic,
hand-painted, and
drawn representations
of the model.

Figure 122

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Figure 123 shows examples of the available visual styles.

Shaded

Wireframe

Shaded with Edges

Wireframe with Hidden Edges

Shaded with Hidden Edges

Wireframe with Visual Edges

Monochrome

Figure 123

Object
Selection

Sa

In the default color


scheme, unselected
objects are displayed in
green on a blue
background. The
pre-highlighted color is
red and the color of
selected objects is cyan
(light blue).

There are several ways to select sketched entities for editing.

Selecting Single Objects

To select an individual object in a sketch, select it using the left


mouse button. The selected entity highlights in an alternate
color. To add additional objects to the selection set, press and
hold down <Ctrl> or <Shift> and left-click on each additional
object. To remove objects from a selection set, press and hold
down <Ctrl> or <Shift> and select a previously selected entity.

Window and Crossing Selection

To efficiently select more than two objects, use the Window


Selection or Crossing Selection techniques. They involve
dragging a box over the entities required for selection. The way
the box is sketched determines which entities are selected (i.e.,
window or crossing).

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Windows are created by selecting and dragging a boundary


box from left to right around the objects being selected, as
shown in Figure 124. Only objects that are entirely enclosed
in the window are selected. Windows are identified by a solid
outline.

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If you begin to sketch


your box in the wrong
direction (i.e., start a
window instead of a
crossing) select a
second point so that the
sketched area is empty,
and start again.

Window: 1st point


on left side.

All enclosed entities


are selected.

Window: 2nd point


on right side.

Figure 124

A crossing is created by selecting and dragging a boundary


box from right to left around the objects being selected, as
shown in Figure 125. It selects entities that are both entirely
enclosed in the boundary, as well as any object that crosses
the sketched border. Crossings are identified by a dashed
outline.
Crossing: 1st point
on right

Crossing: 2nd point


on left side.

All enclosed and crossing


entities are selected.

Sa

Figure 125

126

To clear objects you can press and hold down <Ctrl> or


<Shift>, and use either the window or crossing techniques. To
clear all of the objects, click in a blank space in the graphics
window.

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Selecting Hidden Entities

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You can select hidden features (or entities) by navigating a


model. Hover the cursor over an object. A drop-down list
displays listing all of the shown and hidden selections, as shown
in Figure 126. Use the drop-down list to scroll through the
selectable features, faces, and edges under the cursor. When
the required entity is highlighted, select it in the drop-down list.

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Figure 126

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Practice 1a

Open and Manipulate a Part


Learning Objectives

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Open part and drawing files and navigate between them


using the tabs at the bottom of the graphics window.

Orient the model using the Zoom, Pan, Rotate, and Look At
commands available in the Ribbon, Navigation bar, and
ViewCube.
Change the visual style of a model for improved
visualization.

Delete features and modify dimension values associated


with a model to verify associativity between a part and its
drawing file.

In this practice, you will open and work in part and drawing files
to learn the interface. You will manipulate the orientation of a
model, delete and modify features to learn about associativity of
files between environments.
Task 1 - Open a model.

1. If the Autodesk Inventor software is not already open, select


Start > All Programs > Autodesk > Autodesk Inventor
2014 > Autodesk Inventor 2014 or double-click on the
Autodesk Inventor 2014 icon on the desktop.

2. Use one of the following methods to open a new file:


In the Get Started tab>Launch panel, click

(Open).

Click
(Open) in the Quick Access Toolbar at the top of
the window.

Sa

Expand the Application Menu

128

and select Open.

3. Click
to open the Projects dialog box. Project files
identify folders that contain the required models.

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This project file is used for


the entire course.

4. Click
, browse to C:\Inventor 2014 Intro Class Files
(or the directory of the installation files if you changed the
default directory) and select Intro to Modeling.ipj. Click

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. The Projects dialog box updates and a check


mark displays next to the new project name, indicating that it
is the active project. The project file provides information
about the location of your files.

5. Click

If the file extensions do


not display, open
Windows Explorer.
Select Tools>Folder
Options, select the
View tab, and clear the
Hide extensions for
known file types
option.

to return to the Open dialog box.

6. Select Flange_Lock.ipt and click


. The 3D Model
tab is the active tab. The model displays and the Model
browser displays all of the features in the model, as shown in
Figure 127.

Sa

Figure 127

The model name is displayed in the header of the interface and


at the top of the Model browser listing. Both names identify the
model as a part (.IPT) file. The model consists of solid geometry
and work features that were used as references in creating the
solid geometry. In addition to the geometry and work features,
there is a Solid Bodies node at the top of the Model browser.
This node identifies the solid bodies that are included in the part
model.

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Task 2 - Zoom in and out on the model.

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1. The 3D Model tab is the active tab. Select the View tab at the
top of the Ribbon interface. The options in each tab are
subdivided into panels to help you quickly find commands.
Locate the Navigate panel. It contains all of the commands
that you can use to manipulate the location and orientation of
the model.

2. In the Navigate panel, click


(Zoom), as shown in
Figure 128. In some situations, similar commands are
compressed within a panel and you must expand commands
to access them.

Figure 128

3. Move the cursor to the graphics window, click and hold the
left mouse button, and move the mouse downward to zoom in
and upward to zoom out.

Sa

4. Click
(Zoom) again in the Navigate panel to toggle it off.
Roll the mouse scroll wheel downward to zoom in or upward
to zoom out.

5. As an alternative to the View tab>Navigate panel, you can


manipulate the model display using the options in the
Navigation Bar on the right side of the graphics window.
Similar to the Navigate panel, you need to expand the zoom
options. Expand

(Zoom) in the Navigation Bar and click

(Zoom All). The Zoom All command is now active and


the model is refit in the center of the screen.

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Task 3 - Zoom in on an area of the model and zoom out on


the model.

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1. Expand the zoom commands in the Navigation Bar and


select Zoom Window.

2. Select a location on the model using the left mouse button to


define a corner of the bounding box zoom area.
3. Drag the mouse to draw a box over the area to zoom.

4. Click or release the left mouse button again when the box is
the required size. The model zooms in on the sketched
bounding box.
5. Expand the zoom commands in the Navigation Bar and
Zoom All to refit the model in the center of the screen.

6. You can also zoom to a selected feature, face, or edge.


Ensure that Select Faces and Edges is selected in the Filter
drop-down list in the Quick Access Toolbar, as shown in
Figure 129.

Sa

Figure 129

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To zoom in on a face,
you can also select the
face first and then click

7. Expand the zoom commands in the Navigation Bar and


select Zoom Selected to zoom in on a selected element.
Select the face shown in Figure 130. The model is zoomed
to the selected face.

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(Zoom Selected).

Select this
face

Figure 130

8. Expand the zoom commands in the Navigation Bar and


select Zoom All to refit the model in the center of the screen.
When zooming in on an edge, the order in which you select the
entity and the command is important.
9. Expand the zoom commands in the Navigation Bar, select
Zoom Selected, and select anywhere on the edge, as shown
in Figure 131. When selected in this order, the edge that is
selected is positioned in the center of the screen based on
the selected point, and the current zoom is maintained.

Sa

Select this edge

Figure 131

10. Expand the zoom commands in the Navigation Bar and


select Zoom All to refit the model in the center of the screen.
11. Select anywhere on the same edge and select Zoom
Selected in the Navigation Bar to zoom to the selected entity.
This time, the model zooms to the selected edge.

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As an alternative to using the Zoom option (not Zoom Selected)


you can also use the Full Navigation Wheel.
12. In the Navigate panel or Navigation Bar, click
Navigation Wheel).

(Full

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Consider trying the


various zooming
alternatives so that you
can decide which works
best for you.

13. Click and hold the left mouse button on the Zoom navigation
command.
14. Drag the mouse to change the view as required.

15. Release the mouse button to end the navigation command.


16. Click
(Full Navigation Wheel) in the Navigate panel or
Navigation Bar to close the Full Navigation Wheel.
17. Refit the model in the center of the screen.

Task 4 - Pan the model on the screen.

1. In the Navigate panel or Navigation Bar, click

(Pan).

2. Click and hold the left mouse button.


3. Move the mouse to drag the model.

4. Refit the model in the center of the screen.

You can also pan a model using the middle mouse button or the
Full Navigation Wheel.

Sa

5. Ensure that
(Pan) is toggled off, and press and hold the
middle mouse button to drag the model.
6. In the Navigate panel, click
(Full Navigation Wheel) to
enable the Full Navigation Wheel. Click and hold the left
mouse button on the Pan navigation command. Drag the
mouse to pan the view as required.

7. Click
(Full Navigation Wheel) again to close the Full
Navigation Wheel.

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Task 5 - Rotate the model.

1. In the Navigate panel or Navigation Bar, click


(Orbit). A
circle displays on the screen. The appearance of the cursor
changes, depending on its location relative to the circle.

While you are still within


the orbit circle you can
also disable the Orbit
command by moving
the cursor away from

2. Move the cursor inside the circle. The cursor appearance

the model until


displays and then
clicking in the graphics
window.

4. Release the mouse button and move the cursor outside the

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<F4> can also be used


to enable rotating.

To change the center of


the rotation, click inside
or outside the circle to
set the new center.

changes to

3. Click and hold the left mouse button and rotate the model
freely in any direction.

circle. The cursor appearance changes to

5. Click and hold the left mouse button to rotate about an axis
through the center of the circle symbol (normal to the screen).
6. Move the cursor to the line at the top of the circle. The cursor
appearance changes to

7. Click and hold the left mouse button and rotate the model
about the horizontal axis.

8. Move the cursor to the line at the right or left side of the circle.
The cursor appearance changes to
.
9. Click and hold the left mouse button and rotate the model
about the vertical axis.

10. Move your mouse over the ViewCube and click


in the
top-left corner of the ViewCube to orient the model into its
Isometric Home view (3D). Alternatively, you can right-click

Sa

and select

to orient the model in the same way.

Note that
(Zoom All) only refits the model in the center of
the screen and maintains the same orientation.

As an alternative to using
(Orbit), you can use the
ViewCube, keyboard, or Full Navigation Wheel to rotate a model.

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11. Ensure that


(Orbit) is toggled off, click and hold the left
mouse button anywhere on the ViewCube, and drag the
mouse. Move the mouse away from the ViewCube to exit the
Orbit command.
12. Press and hold down <F4>. By keeping <F4> depressed, the
cursor behaves as it did when
(Orbit) was active.
Release <F4> to exit the Orbit command.

13. Press and hold down <Shift> and the middle mouse button
and drag to rotate the model. Release <Shift> to exit the
Orbit command.
14. In the Navigate panel, click
(Full Navigation Wheel) to
enable the Full Navigation Wheel. Click and hold the left
mouse button on the Orbit navigation command. Drag the
mouse to rotate the view as required.
15. Click
(Full Navigation Wheel) again to close the Full
Navigation Wheel. The selection of the method to use to
activate the Orbit command is based on user preference.
16. Click

in the ViewCube to orient the model into its Isometric

Home view, or right-click and select

17. Select the X in the top right corner of the Navigation Bar to
turn off its display.

Sa

18. In the View tab>Windows panel, expand User Interface.


Select the box next to Navigation Bar to return it to the
display. The remaining options enable you to control the
display of the Model browser (Browser), ViewCube, Status
Bar, Document tabs, and Marking menu.

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Task 6 - Orient the model.

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1. In the Navigate panel or Navigation Bar, click


(Look At) to
orient a model face parallel to the screen. Select the face as
shown on the left in Figure 132. The model orients as shown
on the right.

Select
this face.

Figure 132

2. Note that the ViewCube has reoriented and BOTTOM is


displayed. Click
view.

to orient the model to its Isometric Home

(Look At) works well to orient faces that are not parallel
with the Origin Planes. However, the ViewCube is a more
efficient option for orienting into views that are parallel with
the origin work planes.

3. Select the BOTTOM face in the ViewCube as shown in


Figure 133. The model orients as it did previously with one
less step.

Sa

Select the
BOTTOM
surface.

Figure 133

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4. With the model still in a 2D orientation, move the mouse back


over the ViewCube. It displays as shown in Figure 134.
Select either of the rotating arrows to rotate the model while
remaining in the BOTTOM view.

Figure 134

5. Select any of the four triangular icons on the ViewCube to


change to a different orientation.
6. Practice orienting the model into different orientations. You
can also select edges of the ViewCube for orienting.
7. Click

to orient the model into its Isometric Home view.

Task 7 - Manipulate the visual style of the model.

1. In the View tab>Appearance panel, expand Visual Style as


shown in Figure 135. Note that the model display is set to
(Shaded) by default.

Sa

The ability of a system


to spin a shaded model
and use all of the styles
depends on the quality
of its graphics hardware.

Figure 135
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2. Click
(Shaded with Hidden Edge) to set the view display
so that it displays hidden edges while shaded.

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3. Click
next to Origin to expand it in the Model browser, as
shown in Figure 136.

Figure 136

Sa

Planes, axes, center


points, and coordinate
systems are features
that exist in the model
by default.

To temporarily display
an origin object, hover
the cursor over the
feature name.

138

4. Right-click on the YZ plane in the Model browser and select


Visibility. The YZ plane displays as shown in Figure 137.

YZ plane

Figure 137

5. Hold down <Ctrl> and select the XZ plane and Y-Axis.


Right-click and select Visibility to display both the XZ plane
and Y-Axis in the model.

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Introduction to Autodesk Inventor

6. Return the model to the


(Shaded) display. The model
displays as shown in Figure 138.

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YZ plane

Y-Axis

Figure 138

7. Turn off the visibility for the three origin objects by selecting
them all again and disabling the Visibility option. Press and
hold down <Ctrl> while selecting the option to select all of the
objects as one selection set.
Task 8 - Edit feature dimensions on the model.

To select features
directly on the model
you must have the
selection filter in the
Quick Access Toolbar

2. Double-click on the 10.00 dimension in the graphics window.


3. Enter 15 as the new value, as shown in Figure 139, and
press <Enter>.

Sa

set to
(Select
Features).

1. Right-click on Fillet3 in the Model browser and select Show


Dimensions.

Figure 139

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4. In the Quick Access Toolbar, click


radius of the fillet updates.

(Local Update). The

5. Right-click on Extrusion5 in the Model browser or graphics


window and select Show Dimensions. Change the location
of Extrusion5 from 65 to 75 units in the center of the model.

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(Local Update)
recalculates the model
geometry. The length of
update time depends on
the complexity of the
change and the model.

6. Right-click on Extrusion2 in the Model browser or graphics


window and select Show Dimensions. Change the post
height from 275 to 350 units.
7. In the Quick Access Toolbar, click

(Local Update).

8. Double-click on Hole1 in the Model browser or graphics


window to open the dialog box and mini-toolbar that was
used to create the hole.

9. Change the 80.00 diameter to 50.00 in either the dialog box


or the mini-toolbar. Click

in the dialog box or click

in the mini-toolbar to complete the feature change. The


model displays as shown in Figure 140.

Sa

Figure 140

In the Hole diameter example, you edited the feature by opening


the Feature dialog box. Alternatively, you can right-click on the
feature and select Show Dimension. This is faster for editing
multiple dimension values because the model is not updated
until you explicitly click
(Local Update). Using the Feature
Creation dialog box, the model is updated when you click
. Therefore, each is updated individually. If you are
making a lot of changes, the update can be more
time-consuming.

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Task 9 - Save the changes made to the model.


1. In the Quick Access Toolbar, click
model.

(Save) to save the

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You can also click


>Save.

Alternatively, you can

click
in the top right
corner of the graphics
window to close the
model.

2. Close the part file by clicking


>Close or clicking the X
button in the top right corner of the graphics window.
Task 10 - Open multiple windows.

The interface enables you to work with multiple open windows.


1. Open XBRACKET.dwg. The header in the graphics window
displays the name of the drawing.
2. Open XBRACKET.ipt. A second window opens containing
the drawing model.

3. The window containing XBRACKET.dwg is still open. At the


bottom of the graphics window, XBRACKET.dwg and
XBRACKET.ipt are listed as separate tabs. These can be
selected to activate the appropriate windows. Select the
XBRACKET.dwg tab to activate it.
Task 11 - Delete the rectangular tab protrusion on the model.
1. Select the XBRACKET.ipt tab to activate it.

To select features
directly on the model
you must have the
selection filter in the
Quick Access Toolbar

Delete this
protrusion

Sa

set to
(Select
Features).

2. Select the rectangular tab (Extrusion2) as shown in


Figure 141, in the Model browser. Right-click and select
Delete. The Delete Features dialog box opens.

Figure 141

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3. Click
to confirm the deletion of the sketches that
were created as part of the rectangular tab.

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Task 12 - Edit the length of the bracket in the drawing.

1. Select the XBRACKET.dwg tab to activate the drawing.

2. The drawing updates and the tab has been removed. If it


does not update, click

(Local Update).

3. The dimensions for the deleted feature still display in the


drawing. Draw a selection box around the orphaned
dimensions (highlighted) and press <Delete> to delete them.
4. Right-click on the 10.00 length dimension and select Edit
Model Dimension.
5. Enter 8 as the new dimension value and press <Enter>.

6. Activate the window containing the part to verify that the


model has changed.
7. Click

in the Quick Access Toolbar to save the model.

8. Close the part file by selecting


>Close or clicking the X
button in the top right corner of the graphics window.
Task 13 - Edit the diameter dimension of the hole in the
drawing.

Sa

1. Change the diameter of the hole to 0.5. The diameter of both


holes updates simultaneously. This is because the holes
were created using the Pattern option.
2. Click
in the Quick Access Toolbar to save the drawing.
The Save dialog box opens. Ensure that both the part and
drawing are saved by clicking

3. Click
drawing.

to save the changes to both the part and

4. Close the window.

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Practice 1b

Orient and Edit a Part


Learning Objectives

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Change the visibility of features and the visual style of a


model for improved visualization.
Orient a model using the ViewCube to display 2D
orientations that are planar to the origin planes.

Modify dimension values and delete features to verify feature


relationships in a part model.

In this practice, you will practice orienting and editing the model
as shown on the left in Figure 142. You will modify dimensions,
delete a feature, and orient the model by selecting references.
The completed model displays as shown on the right in
Figure 142.

Figure 142

Task 1 - Open a model and orient it.

Sa

1. Open valve.ipt. The 3D Model tab is the active tab.

2. Right-click on Work Plane2 and select Visibility to toggle off


the display of the work plane.

3. Toggle off the visibility of Work Axis1. The color of the Work
Plane2 and Work Axis1 symbols changes in the Model
browser.
4. Select the View tab>Appearance panel, expand Visual Style,
and click

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(Wireframe).

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5. Locate the ViewCube in the top-right corner of the graphics


window. Select the faces in the ViewCube to orient the model
as shown in views A, B, and C of Figure 143. Once a face
has been selected you might need to select the arched
arrows that display on the ViewCube to spin the 2D
orientation, as needed. Once a view has been properly

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You can also select


edges of the ViewCube
for orienting.

oriented, place the cursor on the ViewCube and click


to
orient the model back to its Isometric Home view.
Alternatively, you can press, hold, and drag the cursor on the
ViewCube to spin the model back into a 3D orientation.

As an alternative to
using the ViewCube,

click
(Look At) in the
Navigation Bar and
select the appropriate
planar surfaces to orient
the model.

Figure 143

6. Orient the model back to its Isometric Home view.


7. Display the model as shaded.
Task 2 - Edit the size of a hole.

Sa

1. Double-click on Hole2 in the Model browser to open the Hole


dialog box and its mini-toolbar.

144

2. Change the hole diameter to 19.

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3. Once you click


in the dialog box or
in the
mini-toolbar to confirm the change, the system automatically
updates the model. You do not have to manually update it.
The model displays as shown in Figure 144.

Hole

Figure 144

Task 3 - Delete a hole.

1. Right-click on Hole4 in the Model browser or graphics


window and select Delete. The Delete Features dialog box
opens as shown in Figure 145.

Sa

Figure 145

Extrusion5 and two work features are highlighted in the


Model browser. These features are dependent on Hole4 and
cannot exist without it unless you change their references.
Knowing how to establish and control feature relationships
when modeling a part is extremely important.

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2. Click
to confirm the deletion of the highlighted
dependent features. The model displays as shown on the
right in Figure 146.

Hole4

Figure 146

Task 4 - Edit dimensions in the model.

Sa

Use the Show


Dimensions command
to modify the
dimensions for
Extrustion1 and
Fillet4.

1. Make the necessary dimension modifications to Extrusion1


and Fillet4 so that the model updates, as shown in
Figure 147.
The depth of this extrusion
changes as the base diameter
changes. This is because of
feature relationships that
were created when the model
was created.

Figure 147

2. Save the model and close the window.

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Practice 1c

Select Hidden Features


Learning Objective

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Use the hidden feature drop-down list to efficiently select


hidden features in a model.

In this practice, you will edit the dimensions associated with the
two features shown in Figure 148. You will reorient the model
so that the features are hidden, and then use selection
techniques to quickly select hidden features without having to
reorient the model.
Edit the depth of
this cylindrical
extrusion.

Edit the depth of


this triangular
cut.

Figure 148

Task 1 - Open a model and edit the depth of the hidden


triangular cut.

Sa

1. Open querylab.ipt. The 3D Model tab is the active tab.

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2. Reorient the model and change its Visual Style to Shaded


with Hidden Edges, as shown in Figure 149.

Figure 149

3. Select Select Features in the Selection Priority Filter


drop-down list as shown in Figure 150.

Figure 150

Sa

4. Hover the cursor over the triangular cut. A drop-down list


displays. Expand the drop-down list and hover the cursor
over each of the selections. When the triangular cut
highlights, as shown in Figure 151, click to selected it. The
cut is highlighted in blue in the Model browser.

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Introduction to Autodesk Inventor

Figure 151

Alternatively, you can select the triangular cuts name in the


Model browser. The previous method is more effective when you
have a model with a large number of the features (extrusions,
holes, fillets, etc.), and it is difficult to identify the model features
in the Model browser.
5. Right-click and select Show Dimensions. The feature
dimensions display.

6. Zoom in, double-click on the 12.5 dimension, and enter 15.

7. Update the model.

Task 2 - Edit the diameter of the circular extrusion.

1. Hover your cursor over the location shown in Figure 152.

Sa

Alternatively, you can


select the circular
extrusion in the Model
browser.

Figure 152

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2. The drop-down list displays. Scroll through the objects and


select the circular extrusion (Extrusion4). Be careful to
select the extrusion and not only the surfaces. Extrusion4
highlights in the Model browser if it is the one that is
highlighted in the model.

3. Right-click and select Show Dimensions. The feature


dimensions display.

4. Zoom in, double-click on the 3.81 dimension, and enter 5.


5. Update the model.

Sa

6. Save the model and close the window.

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Chapter Review Questions

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1. After editing the dimensions of a part model, you must open


all drawings referencing that part to make the same
dimension changes.
a. True

b. False

2. Match the numbers shown in Figure 153 with the interface


components listed below.

Figure 153

a. Navigation Bar

b. Model Browser

Sa

c. Status Bar

d. Quick Access Toolbar


e. Ribbon Panel

f. Graphics Window
g. View Cube

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3. Which of the following actions can be initiated in the Model


browser? (Select all that apply.)
a. Select features.

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b. Search
c. Changing the order of features.
d. Display feature information.

4. Which of the following are valid filename extensions for


Autodesk Inventor files? (Select all that apply.)
a. .ipt

b. .idw

c. .iam
d. .inv

5. What type of Autodesk Inventor file is open when the tools


displayed in the Ribbon are as shown in Figure 154?

Figure 154

a. Presentation file
b. Part file

c. Assembly file
d. Drawing file

6. Clicking
enables you to automatically reorient the display
of the model to its top view.

Sa

a. True

b. False

7. Which mouse button do you click and hold to pan the model?
a. Left
b. Middle
c. Right

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8. Which of the following answers describes the purpose of


(Local Update)?
a. It refreshes the screen after spinning the model.

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b. It changes the display mode of the model from hidden line


to shaded.
c. It re-calculates the geometry after dimension changes.
d. It opens a new model.

9. Which combination of items do you select to quickly orient a


model face parallel to the screen without spinning? (Select all
that apply.)
a. A surface and

b. A planar surface and


c. A surface and

d. A planar surface and

e. A face on the ViewCube.

10. You can open multiple windows in a one session.


a. True

b. False

Sa

11. What can you control by right-clicking on the Ribbon and


selecting Ribbon Appearance, as shown in Figure 155?

Figure 155

a. Text descriptions next to buttons in the panel.


b. Menus at the top of the interface.
c. Command prompts at the cursor.
d. Pop-up tooltips on buttons.

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12. What is the purpose of the pull-down menu shown in


Figure 156?

Figure 156

a. To switch back to a previous view or ahead to a current


view.
b. To cycle through different objects for selection.
c. To pan the view left or right.

Sa

d. To zoom in or out on the selected object.

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Command Summary
Command

Location

Application
Menu

(top left side of the title bar)

Full
Navigation
Wheel

Ribbon: View tab>Navigate panel

Help

Quick Access Toolbar

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Button

Navigation Bar

(press < F1>)

Home View

Ribbon: View tab>Navigate panel


ViewCube

Context Menu
(press <F6>)

Look At

Ribbon: View tab>Navigate panel


Navigation Bar
ViewCube

Open

Ribbon: Get Started tab>Launch panel


Quick Access Toolbar
Application Menu

Orbit (rotate)

Ribbon: View tab>Navigate panel


Navigation Bar
ViewCube

Pan

Ribbon: View tab>Navigate panel


Navigation Bar

Projects

Ribbon: Get Started tab>Launch panel


Open and New dialog boxes

Save

Quick Access Toolbar

Sa

Application Menu

Visual Style

Ribbon: View tab>Appearance panel

Zoom

Ribbon: View tab>Navigate panel


Navigation Bar

Zoom All

Ribbon: View tab>Navigate panel


Navigation Bar

Zoom
Selected

Ribbon: View tab>Navigate panel

Zoom
Window

Ribbon: View tab>Navigate panel

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Navigation Bar

Navigation Bar

155

Sa

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