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PTC Global Services

Advanced Assembly Management


with Pro/ENGINEER Wildfire
T976-330-01

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Copyright
Advanced Assembly Management with Pro/ENGINEER Wildfire
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Document No. Date Description


T976-330-01 02/26/03 First printing of Advanced Assembly Management with Pro/ENGINEER Wildfire

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Precision Learning
THE PRECISION LEARNING METHODOLOGY
PTC Global Services is dedicated to continually providing the student with an
effective, comprehensive learning experience. Toward this goal, PTC developed
Precision Learning, which matches the right training to the right people at the right
time using the right method.

Precision Learning is based on a three-stage, Learn—Assess—Improve


methodology.

Stage 1: LEARN

The student attends a PTC training course, including any:

• Instructor-led training course at a PTC training center.


• On-site training course.
• Customized training course.
• Web-based training (WBT) course.
Stage 2: ASSESS

The impact of a training course is assessed using Pro/FICIENCY. Pro/FICIENCY is a


Web-based skills assessment and development-planning tool. It is designed to deliver
information that will help improve the skills and productivity of the student.

Stage 3: IMPROVE

Pro/FICIENCY enables customers to identify areas for improvement. The training


wizard will direct customers to the appropriate class based on their job responsibilities.

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Precision Learning
Customers have access to a range of resources that include:

• Internal and external user groups.


• PTC technical support resources.
• Web-based courses and lessons.

CONTINUOUS IMPROVEMENT
The Precision Learning methodology provides a continuous cycle of knowledge
expansion and improvement.

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Precision Learning
PRECISION LEARNING IN THE CLASSROOM
The Learn—Assess—Improve Precision Learning methodology is also implemented
in selected PTC instructor-led courses. Throughout the class, students will take
Pro/FICIENCY assessments to evaluate their own comprehension. The group results
are also used to identify areas for the instructor to review with the class as a whole. At
the end of the class, each student will complete an Education Circuit form. This
Education Circuit is the student's action plan, identifying topics for improvement, as
well as the steps to take in order to enhance the skills in those areas.

The following pages provide a sample Education Circuit action plan, and a blank
action plan. Instructions for using the Education Circuit action plan will be discussed in
the course.

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Precision Learning
EDUCATION CIRCUIT EXAMPLE
The following is an example of a student's Education Circuit at the end of the
Designing Products with Pro/ENGINEER Wildfire training class.

Pro/FICIENCY Assessment Results


After reviewing assessment results for this course, the following lists the questions I
answered incorrectly and need to research further:
Question Improve Action
Weak and strong dimensions Practice creating simple features with the desired
dimensioning scheme.
Web Lesson Dimensioning Scheme
Draft Features See colleague at work for advice and product examples.
Configuration file options Consult company user group for guidelines.

Class Evaluation Form Topics


After reviewing the questions on the class Evaluation form, the following lists the
topics I need to research further:
Objective Improve Action
Setting up the default view of a part Practice on simple parts using different sketching planes
and reference planes.
Creating sweeps Web Lesson Swept Forms
Resolve Mode Create some simple models and make them fail.
Resolve Mode Web lesson Resolve Mode

Future Courses
After reviewing the Role Based Training guidelines, the following lists the courses
recommended to improve my skills and enhance my job performance:
Next Courses Next Courses
Advanced Assembly Management with
Pro/ENGINEER Wildfire
Advance Surface Modeling with Pro/ENGINEER
Wildfire

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Precision Learning
Pro/FICIENCY Assessment Results
After reviewing assessment results for this course, the following lists the questions I
answered incorrectly and need to research further:
Question Improve Action

Class Evaluation Form Topics


After reviewing the questions on the class Evaluation form, the following lists the
topics I need to research further:
Objective Improve Action

Future Courses
After reviewing the Role Based Training guidelines, the following lists the courses
recommended to improve my skills and enhance my job performance:
Next Courses Next Courses

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Courseware Development Software


Advanced Assembly Management with Pro/ENGINEER Wildfire
The following software versions were used in developing this course:

Build Code(s)
Title/Version Build
Pro/ENGINEER Wildfire for Windows NT 4.0, 2002490
2000 and XP for Intel based systems

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Training Agenda
Advanced Assembly Management with Pro/ENGINEER Wildfire

Day 1
Introduction
Creating Design Frameworks
Communicating Design Information

Day 2
Analyzing and Modifying Assembly Structures
Managing Complex Parts
Creating Simplified Representations

Day 3
Replacing and Substituting Components
Modifying Simplified Representations
Managing Complex Drawings
Project

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Table of Contents
Advanced Assembly Management with Pro/ENGINEER Wildfire
THE PRECISION LEARNING METHODOLOGY.................................................................... i
CONTINUOUS IMPROVEMENT ........................................................................................... ii
PRECISION LEARNING IN THE CLASSROOM ...................................................................iii
EDUCATION CIRCUIT EXAMPLE ....................................................................................... iv

 INTRODUCTION 1-1
Module 1 Lab Exercises...................................................................................... 1-3
Exercise 1: Creating Layouts ..............................................................................................1-3
Exercise 2: Creating Assembly Structures........................................................................1-11
Summary .......................................................................................................... 1-16

 CREATING DESIGN FRAMEWORKS 2-1


Module 2 Lab Exercises...................................................................................... 2-3
Exercise 1: Creating Design Frameworks...........................................................................2-3
Exercise 2: Analyzing Design Frameworks.......................................................................2-32
Summary .......................................................................................................... 2-40

 COMMUNICATING DESIGN INFORMATION 3-1


Module 3 Lab Exercises...................................................................................... 3-3
Exercise 1: Declaring Models to Layouts ............................................................................3-3
Exercise 2: Sharing Geometry and References................................................................3-10
Exercise 3: Creating Design Models Using Shared References .......................................3-24
Summary .......................................................................................................... 3-54

ANALYZING AND MODIFYING ASSEMBLY STRUCTURES 4-1


Module 4 Lab Exercises...................................................................................... 4-3
Exercise 1: Analyzing and Modifying Assembly Structures.................................................4-3
Summary .......................................................................................................... 4-16

 MANAGING COMPLEX PARTS 5-1


Module 5 Lab Exercises...................................................................................... 5-3
Exercise 1: Creating Complex Part Geometry ....................................................................5-3
Exercise 2: Simplifying Complex Part Geometry...............................................................5-15

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! Summary.......................................................................................................... 5-19

 CREATING SIMPLIFIED REPRESENTATIONS 6-1


Module 6 Lab Exercises ..................................................................................... 6-3
Exercise 1: Creating Simplified Representations Using Part Representations ................... 6-3
Exercise 2: Creating Simplified Representations By Selecting Components...................... 6-7
Summary.......................................................................................................... 6-20

 REPLACING AND SUBSTITUTING COMPONENTS 7-1


Module 7 Lab Exercises ..................................................................................... 7-3
Exercise 1: Replacing Components.................................................................................... 7-3
Exercise 2: Substituting Components............................................................................... 7-13
Summary.......................................................................................................... 7-16

 MODIFYING SIMPLIFIED REPRESENTATIONS 8-1


Module 8 Lab Exercises ..................................................................................... 8-3
Exercise 1: Modifying Simplified Representations Using On-demand Settings .................. 8-3
Exercise 2: Updating Simplified Representations Using Definition Rules........................... 8-9
Summary.......................................................................................................... 8-15

 MANAGING COMPLEX DRAWINGS 9-1


Module 9 Lab Exercises ..................................................................................... 9-3
Exercise 1: Managing Complex Drawings .......................................................................... 9-3
Summary.......................................................................................................... 9-16

 PROJECT 10-1
Module 10 Lab Exercises ................................................................................. 10-3
Exercise 1: Applying the Top-down Design Process ........................................................ 10-3
Summary........................................................................................................ 10-28

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! Module

 Introduction
Introduction
Pro/ENGINEER Wildfire enables you to create complex assemblies using a top-
down design process. In the top-down design process, you start the design of an
assembly by creating a layout. The layout contains specifications and parameters
that can be used to control the entire assembly. You create a preliminary
assembly structure containing a list of sub-assemblies and components, and
their hierarchy within the assembly.

Once you create a layout, you use skeletons to define the critical component
dimensions, mounting locations, space requirements, and motion between the
components of the assembly.

Finally, you create the individual component geometry by referencing the


skeletons and sharing design information between the various levels of the
assembly structure.

Objectives
After completing this module, you will be able to:

• Describe the top-down design process.

• Document design information using layouts.

• Create assembly structures.

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Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 1: Introduction

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

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Lesson Activities – Day One


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Communicating
Creating Design
Lectures Introduction Design
Frameworks
Information

Creating and
Declaring
Demos & Exercises Creating Analyzing
Models to
Layouts Design
Layouts
Frameworks

Sharing
Creating Geometry and
Assembly References
Structures

Creating Design
Models using
Shared
References

Slide 2 © 2002 PTC

Duration

• Welcome and Introduction: 15 mins

• Lecture: 10 mins

• Demos (2): 20 mins

• Labs (2): 60 mins

• Total: 1hr 45 mins

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Objectives
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After completing this module, you will be able to:
¤ Describe the top-down design process.
¤ Document design information using layouts.
¤ Create assembly structures.

Slide 3 © 2002 PTC

• Pro/ENGINEER Wildfire enables you to create complex assemblies using a top-down


design process.
• In the top-down design process, you start the design of an assembly by creating a layout.
• The layout contains specifications and parameters that can be used to control the entire
assembly.
• You create a preliminary assembly structure containing a list of sub-assemblies and
components, and their hierarchy within the assembly.
• Then, you use skeletons to define the critical component dimensions and mounting
locations, space requirements, and motion between the components of the assembly.
• Finally, you create the individual component geometry by referencing the skeletons and
sharing design information between the various levels of the assembly structure.

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Top-Down Design Process


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Component Component Component
¤ Traditional Design Process

Assemble
Components

Design
Information
¤ Top Down Design Process

Component Component Component

Slide 4 © 2002 PTC

• Using the traditional design process, also known as bottom-up approach, a designer creates
individual components independent of the assembly. .
• The designer places components in subassemblies, and then brings those subassemblies together
to develop the top-level assembly.
• After creating the top-level assembly, the designer often discovers that some components do not fit
correctly (for example, a critical interface on two models does not match). This must be corrected by
manually adjusting the components and assembly.
• As more components are assembled, detecting interferences and correcting them can take a lot of
time. If significant design changes occur that affect many components, such as changing the overall
width of the design, the designer must manually identify and modify each affected component to
accommodate the change.
• Top-down design is a product development process.
• A design originates as a concept, and then gradually evolves into a complete product with individual
parts and subassemblies designed in Pro/ENGINEER Wildfire.
• The designer works with the components as part of an assembly structure, considering the
interactions between various levels of the structure.
• The term “top-down design” refers to the method of placing critical information in a high-level
location, and then communicating that information to the lower levels of the assembly structure.
• As the design develops, more specific information becomes available and is incorporated into the
design.
• By capturing the overall design information in one centralized location, it becomes easier to make
significant design changes. Design changes get propagated to all levels of the assembly structure.

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Creating Layouts
! Document product design information in a centralized location.
¤ 2-D Sketches
¤ Dimensions and Parameters
¤ Relations
¤ Notes, Tables and Balloons
¤ Declaring Components and
Sub-assemblies to Layout

Slide 5 © 2002 PTC

• As the first step in the top-down design process, you can use layouts to document design criteria
and specifications in a centralized location before creating components and assemblies.

• Use two-dimensional sketching tools to create conceptual sketches of the product design.

• Create critical size and locating dimensions.

• Add critical design parameters.

• Create mathematical relations using parameters and dimensions in order to convey design
constraints.

• Add notes, tables and balloons to document design parameters and component information.

• The design information stored in the layout can be communicated to components and sub-
assemblies by declaring them to the layout. Pro/ENGINEER Wildfire will automatically open the
layout along with the component or sub-assembly into the current session.

• Any change to the information stored in the layout will be propagated to the components and sub-
assemblies declared to the layout.

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Creating Assembly Structures


! Define the product structure without creating geometry or placement
constraints.
¤ Starting Models
¤ Adding Components
l Using Automatic Constraint
l Using Default Constraint
l Including Components
l Packaging
l Bulk Items

Slide 6 © 2002 PTC

• You can create the product structure using a virtual assembly without defining any component
geometry or specific placement constraints to locate components.

• Creating an assembly structure helps in project planning, delegating design tasks to various
members of a design team, and assigning non-geometric information such as part number, cost,
supplier, material etc.

• New components can be created using start template models that have default datum planes,
coordinate system and layers.

• New components can be placed in the assembly using the automatic constraint. You select suitable
references and Pro/ENGINEER Wildfire automatically defines the appropriate constraints to place
the new component.

• You can use the Default constraint to make the component’s origin coincident with the assembly’s
origin. Recommended for the placing first component. If you use this constraint for multiple
components they will overlap with each other at the assembly origin.

• Components with geometry can be included in the structure without defining placement constraints
to locate them. They will not be visible in the assembly but only appear in the model tree. You can
redefine them at a later stage in the design process by adding specific placement constraints.

• You can package components so they are visible in the assembly but have no specific constraints
to locate them within the assembly. You can move the components and dynamically position them.
You can redefine them at a later stage in the design process by adding specific placement
constraints.

• You can add bulk items to represent components that do not require design geometry. For example,
glue, oil, small nails. They appear in the model tree but not in the assembly. You can only store
parameter values using bulk items.

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Demonstrations
! ¤ Creating Layouts
¤ Creating Assembly Structures

Creating
Creating Creating Creating Modifying
Creating Declaring Design
Publish the Layout
Top-Down Design the the the Skeleton Models
and Copy and
Workflow Design Assembly Skeleton Models to using
Layout Structure Geometry Skeleton
Models the Layout copied
Features Models
geometry

Slide 7 © 2002 PTC

Instructor Note:
From the module_01 folder, run the WHIRLWIND_250.MPG file to show the students the fan
model that they will be creating using the top-down design process.

Give an overview of the top-down design workflow and show the students where they are
currently in the process.

In the following demonstration, I will start the design of the Whirlwind 250 fan model by creating the
layout and assembly structure. You will repeat the same steps in the lab exercises.

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Summary
! After successfully completing this module, you should know how to:
¤ Describe the top-down design process.
¤ Document design information using layouts.
¤ Create assembly structures.

Slide 8 © 2002 PTC

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! Module 1 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Creating Layouts


Introduction
In this demonstration, we start the design of Whirlwind 250 fan model, by creating a layout
containing the sketch, and critical dimensions and parameters.

Objectives
After successfully completing this exercise, you will know how to:

• Document critical design specifications and parameters using layouts.

Scenario
Product Design Consulting, Inc. (PDC) specializes in improving the product development process
of its clients. They help clients develop high quality products using Pro/ENGINEER Wildfire. They
use a top-down design process, starting with a preliminary assembly structure with critical design
information built into it. As the design progresses, sub-assemblies and individual components are
added to complete the assembly. Design changes are propagated from top to bottom of the
assembly structure.

PDC also provides various techniques to help clients reduce design detail and create customized
representations of their complex assembly models.

You are a member of a PDC consulting team currently working on two design projects. In the first
project, your client is Whirlwind Home Appliances, Inc. They design and manufacture a range of
home appliances including table fans. You will help them apply the Pro/ENGINEER Wildfire top-
down product development process to design a new table fan model called the Whirlwind 250.

In the second project, your client is Cordless Power Tools, Inc. They are designing a gas-
powered drill that has several sub-assemblies and components. They must create additional

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components and modify some of the existing components in the drill. You will help them create
!several customized representations in order to efficiently manage the design of the drill.

You start your first project by creating a design layout of the new Whirlwind 250 fan model. The
layout contains critical design specifications and parameters.

Step 1. Create a new layout.

We create a new layout by importing a file containing a conceptual sketch of the Whirlwind 250
fan design.

1. Start Pro/ENGINEER Wildfire.

2. Change the working directory to C:\users\student\adv_assy_mgmt_330\module_01.

3. Create a new layout and enter WHIRLWIND_250 as the name.

4. Select Empty for template and use a C size sheet with a landscape orientation.

5. Click Insert > Shared Data > From File. Open FAN_SKETCH.DXF to import the sketch
for the layout.

Figure 1: Importing the Sketch for the Fan Design

Note:
You can use 2-D sketching tools to create and modify the conceptual sketches for
layouts.

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Step 2. Add critical design dimensions and parameters.


!
In this step, we add critical dimensions and parameters that will control the design of the fan
model.

1. Click Insert > Dimension > New References.

2. Select the references shown in the following figure, middle-click, and then click Vertical.

3. Enter INTERFACE_HEIGHT as the symbol and 54 as the value.

Figure 2: Creating a Layout Dimension

4. Repeat the previous step to create the following dimensions with corresponding values:

• TILT_AXIS_HEIGHT, with a value of 89.


• CAGE_DIA, with a value of 280.

• CAGE_DEPTH, with a value of 70.

• BLADE_DIA, with a value of 0.

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Figure 3: Adding Critical Dimensions.

5. Click Tools > Parameters and add a new parameter.

6. Enter ARM_LENGTH as the name, select Real Number as the type, and enter 11 as the
value.

7. Repeat the previous steps to create the following parameters of type Real Number.

• BLADE_CLEARANCE, with a value of 12.

• ELEC_HOLE_DIA, with a value of 12.

• LINK_LENGTH, with a value of 54.

• MIN_OSC_ANGLE, with a value of 45.

• NUM_BLADES, with a value of 4.

• TILT_ANGLE, with a value of 15.

8. Click Tools > Relations and add the following relation to define a clearance between the
cage and the blades:

• /* Clearance for the fan blades

• blade_dia = cage_dia – (blade_clearance*2)

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9. Verify the relations. Note that the BLADE_DIA value has updated from 0 to 256.
!
Step 3. Create a table to display the critical dimension and parameter information.

We create a table, and define a repeat region to automatically display the critical dimensions and
parameters.

1. Click Table > Insert > Table.

2. Select a point on the top right corner of the sheet.

3. Create 3 columns with width of 18, 10 and 28 characters, respectively.

4. Create 3 rows with width of 2, 1 and 2 characters, respectively.

5. Merge the cells of the first row, as shown in the following figure.

Figure 4: Merging Table Cells

6. Double-click on the first row. Enter WHIRLWIND 250 – SPECIFICATIONS as the text
value.

7. In the NOTES PROPERTIES dialog box, select the TEXT STYLE tab.

8. Select Center to justify the note in horizontal direction and select Middle for the vertical
direction.

9. Edit the character height to 0.25 and complete entering the text.

10. Repeat the previous steps to enter text with a character height value of 0.15 on the second
row of cells, as shown in the following figure.

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Figure 5: Entering Text

11. Click Table > Repeat Region to add a simple repeat region.

12. Select the first and second cells in the third row to locate the corners of the region.

13. Click OK > Done to complete the repeat region.

14. Double-click on the first cell in the third row.

15. Click lay > param > name in the REPORT SYMBOL dialog box.

16. Double-click on the second cell in the third row and click lay > param > value.

Figure 6: Defining Report Symbols

17. Click Table > Repeat Region > Update Tables to show the critical dimensions and
parameters.

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Figure 7: Updating the Table

18. Enter the descriptive notes for each parameter in the Notes column, as shown in the following
figure.

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Figure 8: Completed Table

19. Save the layout.

20. Close all windows and erase all files from session.

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! Exercise 2: Creating Assembly Structures


Objectives
After successfully completing this exercise, you will know how to:

• Create the hierarchy of components in assemblies.

Scenario
You have completed the layout of the fan design. You create the product structure that defines
the hierarchy of components in the fan assembly. The components will not contain design
geometry at this stage of the product development process.

Step 1. Create a new assembly.

We define the Whirlwind_250 assembly structure by creating new parts and sub-assemblies
using templates. We also include components that have completed design geometry but do not
specify their actual location in the assembly.

1. Create a new assembly named WHIRLWIND_250 using the default template.

2. Click Insert > Component > Create.

3. Select Subassembly as the type, and enter BASE as the name. Click OK.

4. Select Copy From Existing for the creation method.

5. Browse and open START.ASM as the template model.

6. Assemble the new sub-assembly using the default placement constraint.

7. Using the model tree, right-click BASE.ASM, and select Activate.

8. Insert a new component named BASE_SKEL.

9. Select Skeleton Model as the type.

10. Browse and open START.PRT as the template model.

11. Complete creating the skeleton component.

12. Create another skeleton model named LINK_SKEL using START.PRT as the template
model.

13. Assemble LINK_SKEL.PRT using the default placement constraint.

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Figure 9: Creating the Skeleton Models for the Base

14. Insert a new component named BASE.

15. Select Part as the type.

16. Browse and open START.PRT as the template model.

17. Assemble BASE.PRT using the default placement constraint.

18. Repeat the previous steps to create the parts named BASE_ARM and LINK using
START.PRT as the template model, and then assemble using the default placement
constraint.

Figure 10: Assembling the Base Components

Note:
The BASE_SKEL.PRT provides the design framework for the BASE.PRT and
BASE_ARM.PRT, and the LINK_SKEL.PRT provides the design framework for the
LINK.PRT.

Step 2. Create the structure for the fan sub-assembly.

We create the structure for the fan sub-assembly by assembling parts and skeleton models. We
also include components with fully defined design geometry to complete the fan sub-assembly.

1. Activate WHIRLWIND_250.ASM from the model tree.

2. Create a sub-assembly named FAN using START.ASM as the template model and
assemble using the default placement constraint.

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Figure 11: Creating the Fan Sub-Assembly

3. Activate FAN.ASM.

4. Create two skeleton models named DRIVETRAIN_SKEL and AUX_SHAFT_ARM_SKEL


using START.PRT as the template model, and then assemble using the default placement
constraint.

5. Create two parts named AUX_SHAFT and AUX_ARM using START.PRT as the template
model, and then assemble using the default placement constraint.

Figure 12: Assembling the Fan Components

Note:
The AUX_SHAFT_ARM_SKEL.PRT provides the design framework for the
AUX_SHAFT.PRT and AUX_ARM.PRT.

6. Click Insert > Component > Include.

7. Select and open DRIVETRAIN.ASM.

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Figure 13: Including the Drive Train Sub-Assembly

8. Repeat the previous step to include DRIVESHAFT.PRT, the instance CAGE_SIMPLE.PRT,


HUB.PRT, and BLADE.PRT.

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Figure 14: Complete Assembly Structure

9. Save the model.

10. Close all windows and erase all files from session.

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Summary
!

After successfully completing this module, you should know how to:

• Describe the top-down design process.

• Document design information using layouts.


• Create assembly structures.

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! Module

 Creating Design Frameworks


Introduction
Skeletons provide the framework of an assembly design. Skeletons consist of
datum features that provide stable references when creating the components of
an assembly. They store design information in a centralized location. You can
use skeletons in creating space claims, interfaces between components and to
define motion in assemblies.

Objectives
After completing this module, you will be able to:

• Create skeleton features.

• Create space claims in assemblies.

• Create interfaces between components.

• Create motion in assemblies.

! Page 2-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 2: Creating Design Frameworks

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day One


!
Communicating
Creating Design
Lectures Introduction Design
Frameworks
Information

Creating and
Declaring
Demos & Exercises Creating Analyzing
Models to
Layouts Design
Layouts
Frameworks

Sharing
Creating Geometry and
Assembly References
Structures

Creating Design
Models using
Shared
References

Slide 2 © 2002 PTC

Duration

• Lecture: 15 mins

• Demos (2): 30 mins

• Labs (2): 135 mins

• Total: 3 hrs

!
!

Objectives
!
After completing this module, you will be able to:
¤ Create skeleton features.
¤ Create space claims in assemblies.
¤ Create interfaces between components.
¤ Create motion in assemblies.

Slide 3 © 2002 PTC

• Skeletons provide the framework of an assembly design.

• Skeletons consist of datum features that provide stable references when creating the
components of an assembly.

• They store design information in a centralized location.

• You can use skeletons in creating space claims, interfaces between components and to
define motion in assemblies.

!
!

Creating Skeletons
!
Skeletons serve as the design framework for assemblies.
¤ Skeletons consist of datum features and surfaces.
¤ Skeletons are the first component in a new assembly.
¤ Components are created referencing the skeleton.

Slide 4 © 2002 PTC

• Skeleton models serve as the framework for designing assemblies in the top-down design process.
They act as the three-dimensional layout of the assembly.

• They are created using datum features such as planes, axes as well as surfaces.

• You have to assemble the skeleton as the first component when creating a new assembly.

• All the other components can be created and assembled referencing the skeleton model.

• Any change to the skeleton model updates the components that reference the skeleton model.

!
!

Using Skeletons – Space Claims


!
Allocate space for components in an assembly.
¤ Create enclosed surface quilts to define volumes.
¤ Create datum planes to define the division between component
locations.

Slide 5 © 2002 PTC

• You can use skeletons to allocate space before assembling the certain critical components to the
assembly structure.

• You create enclosed quilts to define the volume of a sub-assembly or component in the assembly.

• The quilt can be simple in shape or can be detailed to resemble the actual sub-assembly or
component.

• You can also use external shrinkwrap features that shares design geometry from another model, to
define the quilt.

• You can also create datum planes to mark the division points for the various sub-assemblies and
components that will form the final assembly.

!
!

Using Skeletons – Interfaces


!
Define interfaces between components in an assembly.
¤ Location of the Interface
¤ Shape of the Interface

Slide 6 © 2002 PTC

• You can use skeletons to define interfaces between components in an assembly.

• The interface information can be copied to the individual components and referenced when creating
features.

• Any change to the interfaces in the skeleton will update the corresponding components.

• You can define the location or the actual shape of the interfaces in the skeleton.

!
!

Using Skeletons – Motion


!
Create a mechanism that imparts motion to components.
¤ Mechanism Connections
l Joints
l Cams
l Gears
¤ Dynamic Entities
l Motors
l Springs
l Dampers
l Gravity
l Force/Torque Loads

¤ Analyses
l Setup and run dynamic analysis
l Playback results

Slide 7 © 2002 PTC

• You can create mechanisms using multiple skeleton models.

• The components referencing the skeleton models used in the mechanism will move as the skeleton
models move.

• This will help simulate motion in assemblies.

• You assemble the different skeleton models using real life joint, cam or gear connections.

• You can dynamically drag the models through their range of motion to verify the mechanism as well
as check for any interferences.

• You then create a motor to impart motion to the mechanism.

• You can also create other dynamic entities such as springs, dampers, and gravity to provide the
desired force to the mechanism.

• You can also analyze the mechanism using various types of analyses and evaluate the results.

!
!

Demonstrations
! ¤ Creating design frameworks.
¤ Analyzing design frameworks.

Creating
Creating Creating Creating Modifying
Creating Declaring Design
Publish the Layout
Top-Down Design the the the Skeleton Models
and Copy and
Workflow Design Assembly Skeleton Models to using
Layout Structure Geometry Skeleton
Models the Layout copied
Features Models
geometry

Slide 8 © 2002 PTC

In the following demonstration, I will show how to:

• Create space claims and assembly interfaces for the components of the whirlwind_250 assembly
using skeleton features.

• Assemble the skeleton parts using mechanism connections and simulate motion by creating and
running a kinematic analysis.

Instructor Note:

Lab Exercise 1: Creating Design Frameworks


• Demonstrate Step 1 and Step 3 completely to create the LINK_SKEL.PRT and
DRIVETRAIN_SKEL.PRT.

Lab Exercise 2: Analyzing Design Frameworks


• Demonstrate all steps in the lab exercise.

You will repeat the same steps in the lab exercises.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Create skeleton features.
¤ Create space claims in assemblies.
¤ Create interfaces between components.
¤ Create motion in assemblies.

Slide 9 © 2002 PTC

!
!

! Module 2 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Creating Design Frameworks


Introduction
In this demonstration, we create datum features and surfaces to complete the skeleton models in
the whirlwind_250 assembly structure.

Objectives
After successfully completing this exercise, you will know how to:

• Create space claims and component interfaces using skeleton features.

Scenario
You have created the design layout and assembly structure for the Whirlwind 250 fan model. You
now define the design framework that will be used to create the individual components of the
assembly. You create skeleton features to define space claims and assembly interfaces for
components in the assembly structure.

Step 1. Open WHIRLWIND_250.ASM and create the features in LINK_SKEL.PRT.

We create the datum features and surfaces to define space claims and component interfaces in
link_SKEL.PRT.

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all components from session.
Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to C:\users\student\adv_assy_mgmt_330\module_02.

3. Open WHIRLWIND_250.ASM.

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4. Using the Model Tree, right-click LINK_SKEL.PRT and select Open.


!
5. Rename coordinate system PRT_CSYS_DEF to LINK.

6. Create a datum plane named CTR, offset from the TOP datum plane by a distance of –1.5,
as shown in the following figure.

Figure 1: Creating the Center Datum Plane

7. Create a datum plane named BASE, offset from the TOP datum plane by a distance of –3,
as shown in the following figure.

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Figure 2: Creating the Base Datum Plane

8. Create a sketched datum curve.

9. Select the FRONT datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

10. Sketch a straight line, as shown in the following figure.

Figure 3: Creating a Sketched Datum Curve

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11. Create two datum points on the ends of the sketched datum curve, as shown in the following
! figure.

Figure 4: Creating Datum Points

12. Create a datum axis named LINK_1 through the PNTO datum point and normal to the TOP
datum plane, as shown in the following figure.

Figure 5: Creating the First Link Axis

13. Create a datum axis named LINK_2 through the PNT1 datum point and normal to the TOP
datum plane, as shown in the following figure.

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Figure 6: Creating the Second Link Axis

14. Start the Extrude tool to create a surface.

15. Select the BASE datum plane as the sketching plane, and select the RIGHT datum plane as
the reference plane oriented towards the right.

16. Sketch the section, as shown in the following figure.

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Figure 7: Sketching the Section

17. Specify the depth up to the TOP datum plane and complete the surface.

Figure 8: Creating the First Link Surface

18. Repeat the previous steps to extrude another surface up to the TOP datum plane.

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Figure 9: Creating the Second Link Surface

19. Save the model and close the window.

Step 2. Create features to complete AUX_SHAFT_ARM_SKEL.PRT.

We create datum features and surfaces to define space claims and assembly interfaces in the
AUX_SHAFT_ARM_SKEL.PRT of the Fan sub-assembly.

1. Activate the WHIRLWIND_250.ASM window.

2. Open AUX_SHAFT_ARM_SKEL.PRT.

3. Rename coordinate system PRT_CSYS_DEF to AUX_CSYS.

4. Create a sketched datum curve.

5. Select the FRONT datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

6. Sketch the ‘L’ shaped section, as shown in the following figure.

Figure 10: Creating a Sketched Curve

7. Complete creating the sketched datum curve.

8. Create a datum axis named AUX, through the FRONT and RIGHT datum planes, as shown
in the following figure.

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Figure 11: Creating the Auxiliary Datum Axis

9. Create a datum point on the edge of the sketched datum curve, as shown in the following
figure.

Figure 12: Creating the Datum Point

10. Create a datum axis named ARM through the PNTO datum point and normal to the TOP
datum plane, as shown in the following figure.

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Figure 13: Creating the Arm Datum Axis

11. Create a datum plane named ALIGN through the top vertex of the sketched datum curve and
parallel to the TOP datum plane, as shown in the following figure.

Figure 14: Creating the Align Datum Plane

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12. Create a datum plane named DIST, offset from the TOP datum plane by a distance of 6, as
! shown in the following figure.

Figure 15: Creating the Distance Datum Plane

13. Start the Extrude tool to create a surface.

14. Select the TOP datum plane as the sketching plane. Select the RIGHT datum plane as the
reference plane oriented towards the right.

15. Sketch the section, as shown in the following figure.

Figure 16: Sketching the Section

16. Extrude up to the DIST datum plane and complete creating the surface.

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Figure 17: Creating an Extruded Surface

17. Save the model and close the window.

Step 3. Create features to complete DRIVETRAIN_SKEL.PRT.

We create a shrinkwrap, datum features, and surfaces to define space claims and assembly
interfaces in DRIVETRAIN_SKEL.PRT of the Fan sub-assembly.

1. Activate the WHIRLWIND_250.ASM window.

2. Open DRIVETRAIN_SKEL.PRT.

3. Define a space claim for the completed designed drive train assembly.

4. Click Insert > Shared Data > Shrinkwrap from Other Model.

5. Open DRIVETRAIN.ASM as the external model sharing the geometry.

6. Select Default for location.

7. Select quality level 5 for the shrinkwrap attributes, click OK and Done.

8. Double-click the Comp Subset element and select BRACKET.PRT, HOUSING_FRONT.PRT


and HOUSING_REAR.PRT to ignore from the shrinkwrap.

9. Click Done.

10. Double-click the Subset Handling element, select Select and Shrinkwrap and click Done.

11. Double-click the Include Datums element, select datum axes POST and AUX and click OK.

12. Complete the shrinkwrap feature.

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Figure 18: Creating a Space Claim for the Drive Train Assembly

13. Create a datum plane named CAGE_CTR, offset from the FRONT datum plane by a
distance of –71.50, as shown in the following figure.

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!

Figure 19: Creating the Cage Center Datum Plane

14. Extrude a surface named CAGE_DIA_SURF.

15. Select the CAGE_CTR datum plane as the sketching plane, and select the RIGHT datum
plane as the reference plane oriented towards the bottom.

16. Sketch the section, as shown in the following figure.

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Figure 20: Sketching the Section

17. Specify a depth value of 70 symmetric about the sketching plane. Complete the surface.

Figure 21: Creating the Cage Diameter Surface

18. Extrude another surface named BLADE_DIA_SURF.

19. Select the CAGE_CTR datum plane as the sketching plane, and select the RIGHT datum
plane as the reference plane oriented towards the right.

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!

20. Sketch the section, as shown in the following figure.


!

Figure 22: Sketching the Section

21. Extrude up to the edges, as shown in the following figure.

Figure 23: Depth Up to Edge

22. Complete the surface.

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Figure 24: Creating the Blade Diameter Surface

23. Save the model and close the window.

Step 4. Create features to complete BASE_SKEL.PRT.

We create datum features and surfaces to define space claims and assembly interfaces in the
BASE_SKEL.PRT of the Base sub-assembly.

1. Activate the WHIRLWIND_250.ASM window.

2. Using the model tree, right-click BASE_SKEL.PRT and select Open.

3. Rename the TOP datum plane to GROUND.

4. Rename the PRT_CSYS_DEF coordinate system to BASE_CSYS.

5. Create a sketched datum curve.

6. Select the FRONT datum plane as the sketching plane.

7. Select the RIGHT datum plane as the reference plane. Select RIGHT as the orientation.

8. Sketch a straight line with a length of 89, as shown in the following figure.

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! e 2- 18 Creating Design Frameworks
!

Figure 25: Sketched Datum Curve

9. Rename the sketched datum curve to POST.

10. Create another sketched datum curve named BASE_CRV.

11. Select the GROUND datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

12. Click Sketch > Data from File and open BASE.SEC, to import the section for the curve.

13. Enter 25.4 as the scale and edit the dimensions, as shown in the following figure.

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Figure 26: Creating the Base Curve

14. Complete the sketched datum curve.

15. Create a datum plane named TILT_REF through one end of the POST datum curve and
parallel to the GROUND datum plane, as shown in the following figure.

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!

Figure 27: Creating the Tilt Reference Datum Plane

16. Create a datum axis named TILT through the TILT_REF and RIGHT datum planes, as
shown in the following figure.

Figure 28: Creating the Tilt Datum Axis

17. Create a datum plane named TILT_ANG through the TILT datum axis and offset from the
TILT_REF datum plane by an angle of 15, as shown in the following figure.

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Figure 29: Creating the Tilt Angle Datum Plane

18. Create a datum plane named INTERFACE, and offset by a distance of 54 from the
TILT_ANG datum plane, as shown in the following figure.

Figure 30: Creating the Interface Datum Plane

19. Create a datum plane named TILT_PERP through the TILT datum axis and normal to the
TILT_ANG datum plane, and adjust the outline using the datum plane INTERFACE as a
reference, as shown in the following figure.

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! e 2- 22 Creating Design Frameworks
!

Figure 31: Creating the Tilt Perpendicular Datum Plane

20. Create a datum plane named PIVOT_REF, offset from the TILT_PERP datum plane by a
distance of 38, and adjust the outline using the datum plane INTERFACE as a reference, as
shown in the following figure.

Figure 32: Creating the Pivot Reference Datum Plane

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21. Create a datum axis named PIVOT through the PIVOT_REF and FRONT datum planes, as
! shown in the following figure.

Figure 33: Creating the Pivot Datum Axis

22. Create a sketched datum curve named ARM_CRV.

23. Select the FRONT datum plane as the sketching plane, and select the TILT_ANG datum
plane as the reference plane oriented towards the top.

24. Sketch the section using datum planes PIVOT and INTERFACE and datum axis TILT as
references, as shown in the following figure.

Figure 34: Creating the Arm Curve

25. Create a datum coordinate system named BASE_ARM.

26. Select the TILT_ANG, TILT_PERP and FRONT datum planes to define the origin.

27. Use the TILT_ANG datum plane for Y-axis orientation and the TILT_PERP datum plane for
X-axis orientation, as shown in the following figure.

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! e 2- 24 Creating Design Frameworks
!

Figure 35: Creating the Base Arm Coordinate System

28. Extrude a surface named BASE to define the space claim for the base components.

29. Select the GROUND datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

30. Sketch the section using the edges of the BASE_CRV datum curve, as shown in the following
figure.

Figure 36: Sketch Using the Edges of the Base Curve

31. Enter 51 as the depth value. Select Capped Ends from the Options tab in the Dashboard
and complete the surface.

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!

Figure 37: Creating the Base Surface

32. Extrude a surface named INTF_HOLE.

33. Select the FRONT datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

34. Sketch a circle using datum planes TILT_REF and RIGHT, and datum axis TILT as
references, as shown in the following figure.

Figure 38: Sketching the Interface Hole Section

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! e 2- 26 Creating Design Frameworks
!

35. Extrude the surface both sides of the sketching plane with a depth value of 30 and complete
! the surface.

Figure 39: Creating the Interface Hole Surface

36. Create a datum plane named OFFSET_1. Offset from the FRONT datum plane by a
distance of 5, and adjust the outline size by a radius value of 50, as shown in the following
figure.

Figure 40: Creating the OFFSET_1 Datum Plane

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!

37. Create a datum plane named OFFSET_2. Offset from the FRONT datum plane by a
! distance of -5, and adjust the outline size by a radius value of 50.

38. Create a sketched datum curve named INTF_SIZE.

39. Select the FRONT datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

40. Sketch a circle using datum axis TILT as reference, as shown in the following figure.

Figure 41: Creating the Interface Size Datum Curve

41. Complete the curve and deselect all features.

42. Click Edit > Fill to create a flat surface.

43. Create a section using the Sketch tool in the Dashboard.

44. Select OFFSET_1 as the sketching plane and the RIGHT datum plane as the reference plane
oriented towards the right.

45. Sketch the section using a construction circle as a sketching aid, as shown in the following
figure.

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! e 2- 28 Creating Design Frameworks
!

Figure 42: Creating the Base Interface Surface

46. Complete the surface and rename it to BASE_INTF.

47. Start the Fill tool and create a surface named ARM_INTF to define the assembly interface
for the arm components.

48. Select OFFSET_2 as the sketching plane. Select the datum plane TILT_ANG as the
reference plane oriented towards the top.

49. Sketch the section using a construction circle as a sketching aid, as shown in the following
figure.

Figure 43: Creating the Arm Interface Surface

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!

50. Create another fill surface named LINK_INTF to define the assembly interface between the
! fan and base sub-assemblies.

51. Select the INTERFACE datum plane as the sketching plane. Select the FRONT datum plane
as the reference plane oriented towards the bottom.

52. Sketch the section using datum planes PIVOT_REF and FRONT as references, as shown in
the following figure.

Figure 44: Creating the Link Interface Surface

53. Create a datum point named PNT0 at the center of the edge, as shown in the following
figure.

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! e 2- 30 Creating Design Frameworks
!

Figure 45: Creating a Datum Point

54. Create a datum axis named LINK through the PNT0 datum point and normal to the
LINK_INTF surface, as shown in the following figure.

Figure 46: Creating the Link Datum Axis

55. Save the model and close the window.

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!

!Exercise 2: Analyzing Design Frameworks


Objectives
After successfully completing this exercise, you will know how to:

• Assemble skeleton models using mechanism connections.


• Analyze mechanisms in assemblies.

Scenario
You have completed the skeleton models that form the framework of the WHIRLWIND_250
assembly design. You must finalize the placement of the skeleton models using mechanism
connections. You create and run analysis of the mechanisms to simulate motion in the assembly.

Step 1. Assemble the skeleton models in the base sub-assembly using mechanism connections.

We assemble LINK_SKEL.PRT to BASE.ASM using a pin mechanism connection.

1. Activate WHIRLWIND_250.ASM window.

2. Open BASE.ASM.

3. Set the model tree filter to show features.

4. Using the model, right-click LINK_SKEL.PRT and select Edit Definition.

5. Remove the default placement constraint.

6. Select Connections in the COMPONENT PLACEMENT dialog box.

7. Add a new connection and select Pin as the type.

8. Select the LINK_1 datum axis in LINK_SKEL.PRT as the first alignment axis.

Figure 47: Selecting the Aligning Axis

9. Using the model tree, select the LINK datum axis in BASE_SKEL.PRT as the corresponding
alignment axis.

10. Select the BASE datum plane in LINK_SKEL.PRT as the first translation reference.

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! e 2- 32 Creating Design Frameworks
!

11. Select the INTERFACE datum plane in BASE_SKEL.PRT as the corresponding translation
! reference.

12. Complete the placement of LINK_SKEL.PRT.

Figure 48: Assembling the Link Skeleton Part

13. Close the window.

Step 2. Assemble the skeleton models in the fan sub-assembly using mechanism connections.

We assemble AUX_SHAFT_ARM_SKEL.PRT to DRIVETRAIN_SKEL.PRT using a pin


mechanism connection.

1. Activate the WHIRLWIND_250.ASM window.

2. Open FAN.ASM.

3. Using the model tree, right-click AUX_SHAFT_ARM_SKEL.PRT and select Edit Definition.

4. Remove the default placement constraint.

5. Select Connections in the COMPONENT PLACEMENT dialog box.

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!

6. Add a new connection and select Pin as the type.


!
7. Select the AUX datum axis in AUX_SHAFT_ARM_SKEL.PRT as the alignment axis.

Figure 49: Selecting the Alignment Axis

8. Select the AUX datum axis in DRIVETRAIN_SKEL.PRT as the corresponding alignment axis.

Figure 50: Selecting the Corresponding Alignment Axis

9. Select the ALIGN datum plane in AUX_SHAFT_ARM_SKEL.PRT as the first translation


reference.

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! e 2- 34 Creating Design Frameworks
!

Figure 51: Selecting the First Translation Reference

10. Select the top gear box surface in DRIVETRAIN_SKEL.PRT as the corresponding translation
reference.

Figure 52: Selecting the Corresponding Translation Reference

11. Complete the placement of AUX_SHAFT_ARM_SKEL.PRT.

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!

Figure 53: Assembling the Auxiliary Shaft Arm Skeleton Part

12. Close the window.

Step 3. Assemble FAN.ASM to WHIRLWIND_250.ASM using mechanism connections.

We assemble the FAN.ASM to WHIRLWIND_250.ASM using pin and cylinder connections.

1. Activate the WHIRLWIND_250.ASM window.

2. Using the model tree, right-click FAN.ASM and select Edit Definition.

3. Remove the default placement constraint.

4. Select Connections in the COMPONENT PLACEMENT dialog box.

5. Add a new Pin connection.

6. Align the POST datum axis in DRIVETRAIN_SKEL.PRT to the PIVOT datum axis in
BASE_SKEL.PRT.

7. Select the surface for the first translation reference in BASE_SKEL.PRT, as shown in the
following figure.

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! e 2- 36 Creating Design Frameworks
!

Figure 54: Selecting the First Translation Reference

8. Select the surface for the corresponding translation reference in DRIVETRAIN_SKEL.PRT,


as shown in the following figure.

Figure 55: Selecting the Corresponding Translation Reference

9. Add a new Cylinder connection.

10. Align the ARM datum axis in AUX_SHAFT_ARM_SKEL.PRT to the LINK_2 datum axis in
LINK_SKEL.PRT.

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!

11. Complete the placement for FAN.ASM.


!

Figure 56: Assembling the Fan Sub-Assembly

Step 4. Create and run a mechanism analysis.

We setup and run a kinematic analysis using a servo motor entity in order to simulate motion in
the Whirlwind_250 assembly.

1. Click Applications > Mechanism.

2. From the Model Tree expand MOTORS, right-click SERVO and select New.

3. Enter OSCILLATE as the name.

4. Select the joint axis, as shown in the following figure.

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! e 2- 38 Creating Design Frameworks
!

Figure 57: Selecting the Joint Axis

5. Select the PROFILE tab in the SERVO MOTOR DEFINITION dialog box.

6. Select Velocity for specification.

7. Enter 90 as the constant magnitude value.

8. Complete the motor definition.

9. Using the model tree, right click ANALYSES and select New to create an analysis.

10. Enter FAN_ANALYSIS as the name.

11. Select Kinematic as the type of analysis.

12. Select Length and Rate for the graphical display.

13. Enter 4 for the end time.

14. Run the analysis and observe the simulated motion in the mechanisms.

15. Complete the analysis.

16. Using the model tree, expand PLAYBACKS.

17. Right-click Fan_Analysis, and then select Save to save the analysis results to the current
working directory.

18. Save the model.

19. Close all windows and erase all files from session.

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!

Summary
!

After successfully completing this module, you should know how to:

• Create skeleton features.

• Create space claims in assemblies.


• Create interfaces between components.

• Create motion in assemblies.

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! e 2- 40 Creating Design Frameworks
!

! Module

 Communicating Design Information


Introduction
Layouts and skeletons help you store design information in a centralized location,
and share it with the sub-assemblies and individual components in an assembly
structure. You can concurrently work on the various sub-assemblies and
components without accessing the entire assembly structure. Any design
changes you make to the layout or skeleton gets communicated to the
components. This enables tighter control over the entire assembly design.

Objectives
After completing this module, you will be able to:

• Communicate design intent by sharing geometry and references.

! Page 3-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 3: Communicating Design Information

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day One


!
Communicating
Creating Design
Lectures Introduction Design
Frameworks
Information

Creating and
Declaring
Demos & Exercises Creating Analyzing
Models to
Layouts Design
Layouts
Frameworks

Sharing
Creating Geometry and
Assembly References
Structures

Creating Design
Models using
Shared
References

Slide 2 © 2002 PTC

Duration

• Lecture: 15 mins

• Demos (3): 30 mins

• Labs (3): 60 mins on Day 1 + 75 mins on Day 2

• Total: 3 hrs

Instructor Note:
Allow the students to continue working on the labs for Module 3 on Day 2 morning as
well. Before they start the labs provide a quick overview of the labs for Module 3 again
on Day 2 morning using the notes provided in the Demonstration slide.

!
!

Objectives
!
After completing this module, you will be able to:
¤ Communicate design intent by sharing geometry and references.

Slide 3 © 2002 PTC

• Layouts and skeletons help you store design information in a centralized location, and
share it with the sub-assemblies and individual components in an assembly structure.

• You can concurrently work on the various sub-assemblies and components without
accessing the entire assembly structure.

• Any design changes you make to the layout or skeleton gets communicated to the
components thus allowing tighter control over the entire assembly design.

!
!

Declaring Layouts
!
Distribute information stored in layout.
¤ Declare components and sub-assemblies.
l Create relations linking component dimensions with layout parameters.

Slide 4 © 2002 PTC

• Skeleton models or components of an assembly can be declared to the layout in order to distribute
the design information such as parameters and global datums stored in the layout.

• The dimensions in a component declared to the layout should be linked to the parameters stored in
the layout using mathematical relations.

• When the parameters in the layout are modified, you must regenerate the components declared to
the layout in order to communicate the design changes made in the layout.

• Pro/ENGINEER Wildfire automatically renames the datum features in the component to match the
names of the global datums in the layout.

!
!

Sharing Geometry and References


!
Publish Geometry
¤ Identify suitable geometry and references.
¤ Select references to be copied onto components.
l Surfaces
l Edges
l Curves
l Features

Slide 5 © 2002 PTC

• Publish Geometry functionality enables you to identify suitable references in the skeleton model or
top-level components so that they can be used when creating features in lower-level components of
an assembly.

• You can select surfaces, edges, curves, datum features and quilts as references to be copied onto
other components.

!
!

Sharing Geometry and References


!
Copy Geometry
¤ Copy references.
l Use publish geometry.
l Apply reference control settings to use skeleton model and publish geometry
only.
¤ Create component geometry using copied references.

Slide 6 © 2002 PTC

• Using Copy Geometry functionality, you can copy references from a skeleton or a top-level
component onto other components in the assembly structure.

• You can select a Publish Geometry feature that has a list of pre-selected references.

• You can apply reference control assembly settings to select references from publish geometry
features in skeleton models only.

• When the source model changes, the components using the copied references update
correspondingly.

!
!

Demonstrations
! ¤ Declaring Models to Layouts
¤ Sharing Geometry and References
¤ Creating Design Models Using Shared References

Creating
Creating Modifying
Creating Creating Creating Declaring Design
Publish the Layout
Top-Down Design the the the Skeleton Models
Design Assembly and Copy and
Workflow Skeleton Models to using
Geometry Skeleton
Layout Structure Models the Layout copied
Features Models
geometry

Slide 7 © 2002 PTC

In the following demonstration, I will show how to:

• Declare the Fan skeleton model to the layout in order to pass information stored in the layout to the
skeleton model.
• Create publish and copy geometry features to share design information from the skeleton models.
• Create component geometry using copied references and geometry from the skeleton models.

Instructor Note:

Lab Exercise 1: Declaring Models to Layouts


• Demonstrate Step 2 to declare LINK_SKEL.PRT to WHIRLWIND_250.LAY.

Lab Exercise 2: Sharing Geometry and References


• Demonstrate Step 2 to create a publish geometry feature in LINK_SKEL.PRT.
• Demonstrate Step 4 completely to modify the placement of the Base and Fan components.
• Demonstrate sub-steps 10 through 13 of Step 5, to create copy geometry feature in the LINK.PRT
using the publish geometry feature in LINK_SKEL.PRT.

Lab Exercise 3: Creating Design Models Using Shared References


• Demonstrate Step 1 to complete the design of LINK.PRT.
• Demonstrate sub-steps 1 through 8 of Step 4.( finalizing placement of Fan components)
• Demonstrate Step 5 completely (simulating spin motion of the mechanisms).

You will repeat the same steps in the lab exercises.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Communicate design intent by sharing geometry and references.

Slide 8 © 2002 PTC

!
!

!
!

! Module 3 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Declaring Models to Layouts


Introduction
In this demonstration, we create datum features and surfaces to complete the skeleton models in
the Whirlwind_250 assembly structure.

Objectives
After successfully completing this exercise, you will know how to:

• Communicate design information stored in layouts to skeletons and components in


assemblies.

Scenario
The Whirlwind_250 layout contains critical parameters and specifications that should be used in
completing the design of the Whirlwind_250 assembly. You have created the design framework of
the Whirlwind_250 assembly using skeleton models and mechanisms. Now, you communicate
the design information stored in the layout by declaring the skeleton models to the assembly.

Step 1. Declare BASE_SKEL.PRT to WHIRLWIND_250.LAY.

We declare the base skeleton part to the Whirlwind_250 layout and link critical dimensions of the
skeleton part to the corresponding parameters stored in the layout.

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all components from session.
Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to C:\users\student\adv_assy_mgmt_330\module_03.

3. Open WHIRLWIND_250.LAY.

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!

4. Open BASE_SKEL.PRT.
!
5. Click File > Declare > Declare Lay and select WHIRLWIND_250.

Note:
You can use the Info > Switch Dimensions menu option to display dimension
names instead of numeric values.

6. Using the model tree, right-click the INTERFACE datum plane and select Edit.

7. Double-click the d10 (54) dimension, as shown in the following figure.

Figure 1: Selecting the Interface Height Dimension

8. Enter INTERFACE_HEIGHT as the value.

9. Select Yes to add the relation.

10. Using the model tree, right-click the POST datum curve, and select Edit.

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! e 3- 4 Co mmunicating Design Inform ation
!

Figure 2: Selecting the Tilt Axis Height Dimension

11. Double-click the d0 (89) dimension. Enter TILT_AXIS_HEIGHT as the value.

12. Select Yes to add the relation.

13. Using the model tree, right-click the TILT_ANG datum plane, and select Edit.

Figure 3: Selecting the Tilt Angle Dimension

14. Double-click the d8 (15) dimension. Enter TILT_ANGLE as the value.

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!

15. Select Yes to add the relation.


!
16. Save the model and close the window.

Step 2. Declare LINK_SKEL.PRT to WHIRLWIND_250.LAY.

We declare the Link skeleton part to the Whirlwind_250 layout and link critical dimensions of the
skeleton part to the corresponding parameters stored in the layout.

1. Open LINK_SKEL.PRT.

2. Click File > Declare > Declare Lay. Select WHIRLWIND_250.LAY.

3. Right-click the horizontal datum curve (curve id 39), as shown in the following figure, and
select Edit.

Figure 4: Selecting the Link Length Dimension

4. Double-click the d0 (54) dimension. Enter LINK_LENGTH as the value.

5. Select Yes to add the relation.

6. Save the model and close the window.

Step 3. Declare DRIVETRAIN_SKEL.PRT to WHIRLWIND_250.LAY.

We declare the drive train skeleton part to the Whirlwind_250 layout, and link critical dimensions
of the skeleton part to the corresponding parameters stored in the layout.

1. Open DRIVETRAIN_SKEL.PRT.

2. Click File > Declare > Declare Lay, and then select WHIRLWIND_250.LAY.

3. Using the model tree, right-click the CAGE_DIA_SURF surface, and select Edit.

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! e 3- 6 Co mmunicating Design Inform ation
!

Figure 5: Selecting the Cage Diameter Dimension

4. Double-click the d3 (280) diameter dimension. Enter CAGE_DIA as the value.

5. Select Yes to add the relation.

Figure 6: Selecting the Cage Depth Dimension

6. Double-click the d4 (70) dimension. Enter CAGE_DEPTH as the value.

7. Select Yes to add the relation.

8. Using the model tree, right-click the BLADE_DIA_SURF surface, and select Edit.

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!

Figure 7: Selecting the Blade Diameter Dimension

9. Double-click the d6 (256) diameter dimension. Enter BLADE_DIA as the value.

10. Select Yes to add the relation.

11. Save the model and close the window.

Step 4. Declare AUX_SHAFT_ARM_SKEL.PRT to WHIRLWIND_250.LAY.

We declare the aux shaft arm skeleton part to the Whirlwind_250 layout, and link the critical
dimensions of the skeleton part to the corresponding parameters stored in the layout.

1. Open AUX_SHAFT_ARM_SKEL.PRT.

2. Click File > Declare > Declare Lay. Select WHIRLWIND_250.LAY.

3. Using the model tree, right-click the ‘L’ shaped (curve id 41) datum curve. Select Edit.

Figure 8: Selecting the Arm Length Dimension

4. Double-click the d5 (11) diameter dimension. Enter ARM_LENGTH as the value.

5. Select Yes to add the relation.

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! e 3- 8 Co mmunicating Design Inform ation
!

6. Save the model and close the window.


!
7. Erase all files from session.

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!

!Exercise 2: Sharing Geometry and References


Objectives
After successfully completing this exercise, you will know how to:

• Select geometry and references to be shared from skeleton models.


• Copy selected geometry and references onto components in an assembly structure.

Scenario
You identify suitable references and geometry from the skeleton models in the Whirlwind_250
assembly structure. You copy the identified references and geometry onto lower-level
components in the assembly structure. The copied references provide the starting point for
designing the components.

Step 1. Create publish geometry features in BASE_SKEL.PRT.

We create publish geometry features consisting of references in the base skeleton part to be
shared with the components of the base assembly.

1. Open WHIRLWIND_250.ASM.

2. Open BASE_SKEL.PRT.

3. Click Insert > Shared Data > Publish Geometry.

4. Double-click the Name element and enter BASE_PUB as the name.

5. Set the selection filter to select Quilts only.

6. Double-click the Surface Refs element and select the surface references, as shown in the
following figure.

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! e 3- 10 Communicating Design Inform ation
!

Figure 9: Selecting Surface References to Share

7. Select the curve references, as shown in the following figure.

Figure 10: Selecting Curve References to Share

8. Select the following as miscellaneous references.

• Datum axis TILT

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!

• Datum plane TILT_REF


!
• Datum plane OFFSET_1
• Datum plane OFFSET_2

9. Complete creating the publish geometry feature.

Figure 11: Creating the Base Publish Geometry Feature

10. Create another publish geometry feature. Enter BASE_ARM_PUB as the name.

11. Select the surface references, as shown in the following figure.

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! e 3- 12 Communicating Design Inform ation
!

Figure 12: Selecting Surface References

12. Select the curve references, as shown in the following figure.

Figure 13: Selecting Curve References

13. Select the miscellaneous references, as shown in the following figure.

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!

Figure 14: Selecting the Miscellaneous References

14. Complete creating the publish geometry feature.

15. Save the model and close the window.

Step 2. Create publish geometry features in LINK_SKEL.PRT.

We create publish geometry features consisting of references in the link skeleton part to be
shared with the components of the base assembly.

1. Open LINK_SKEL.PRT.

2. Create a publish geometry feature. Enter LINK_PUB as the name.

3. Select surface references, as shown in the following figure.

Figure 15: Selecting Surface References

4. Select curve references, as shown in the following figure.

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! e 3- 14 Communicating Design Inform ation
!

Figure 16: Selecting Curve References

5. Select the BASE datum plane and the LINK_1 and LINK_2 datum axes as miscellaneous
references.

6. Complete creating the publish geometry feature.

Figure 17: Creating the Link Publish Geometry Feature

7. Save the model and close the window.

Step 3. Create publish geometry features in AUX_SHAFT_ARM_SKEL.PRT.

We create publish geometry features consisting of references in the aux shaft arm skeleton part,
to be shared with the components of the fan assembly.

1. Open AUX_SHAFT_ARM_SKEL.PRT.

2. Create a publish geometry feature. Enter AUX_SHAFT_PUB as the name.

3. Select the surface references, as shown in the following figure.

Figure 18: Selecting Surface References

4. Select the curve references, as shown in the following figure.

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!

Figure 19: Selecting Curve References

5. Select the miscellaneous references, as shown in the following figure.

Figure 20: Selecting the Miscellaneous References

6. Complete the publish geometry feature.

7. Create another publish geometry feature. Enter AUX_ARM_PUB as the name.

8. Select the surface references, as shown in the following figure.

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! e 3- 16 Communicating Design Inform ation
!

Figure 21: Selecting Surface References

9. Select the curve references, as shown in the following figure.

Figure 22: Selecting Curve References

10. Select the miscellaneous references, as shown in the following figure.

Figure 23: Selecting Miscellaneous References

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!

11. Complete the publish geometry feature.


!
12. Save the model and close the window.

Step 4. Modify the placement of the base and fan components.

We redefine the placement of the base and fan components to finalize their location in the
Whirlwind_250 assembly structure.

1. Open WHIRLWIND_250.ASM if not already opened.

2. Set the model tree filter to show features.

3. Open BASE.ASM.

4. Using the model tree, right-click BASE_ARM.PRT, and then select Edit Definition.

5. Remove the default placement constraint.

6. Specify a new constraint.

7. Set the selection filter to select only Coordinate Systems.

8. Press and hold CTRL + ALT + MIDDLE-DRAG to rotate the BASE_ARM.PRT in the
assembly window.

9. Press and hold CTRL + ALT + RIGHT-DRAG to pan the BASE_ARM.PRT in the assembly
window.

10. Select the PRT_CSYS_DEF datum coordinate system in BASE_ARM.PRT and BASE_ARM
datum coordinate system in BASE_SKEL.PRT, as shown in the following figure.

Figure 24: Selecting coordinate systems

11. Complete the placement of BASE_ARM.PRT.

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! e 3- 18 Communicating Design Inform ation
!

12. Repeat the previous steps to edit the definition of LINK.PRT by selecting the datum
! coordinate systems PRT_CSYS_DEF in LINK.PRT and LINK in LINK_SKEL.PRT.

13. Save the model and close the window.

14. Open FAN.ASM.

15. Edit the definition of AUX_SHAFT.PRT.

16. Remove the default constraint and specify a new constraint.

17. Select the PRT_CSYS_DEF datum coordinate system in AUX_SHAFT.PRT, as shown in the
following figure.

Figure 25: Selecting the Default Coordinate System

18. Select the AUX_CSYS datum coordinate system in AUX_SHAFT_ARM_SKEL.PRT, as


shown in the following figure.

Figure 26: Selecting the Auxiliary Coordinate System

19. Complete the placement of the AUX_SHAFT.PRT.

20. Edit the definition of AUX_ARM.PRT by selecting the datum coordinate systems
PRT_CSYS_DEF in AUX_ARM.PRT and AUX_CSYS in AUX_SHAFT_ARM_SKEL.PRT.

21. Save the model and close the window.

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!

Figure 27: Modifying the placement of the base and fan components

Note:
In the Model Tree, the LINK_SKEL.PRT and AUX_SHAFT_ARM_SKEL.PRT are
displayed as packaged components, since they were assembled using mechanism
connections. The LINK.PRT, AUX_SHAFT.PRT and AUX_ARM.PRT are displayed
as children of the packaged skeleton components.

Step 5. Create copy geometry features in the base and fan components.

We copy the geometry and references stored in publish geometry features in the skeleton parts
on to the base and fan components.

1. Activate the WHIRLWIND_250.ASM window and set the model tree filter to display features.

2. Click Tools > Assembly Settings > Reference Control.

3. From the Objects tab, select Skeleton Model as the components to be referenced.

4. From the Geometry tab, select Published Geometry Only and click OK.

5. Using the model tree, right-click BASE.PRT and select Activate.

6. Click Insert > Shared Data > Copy Geometry.

7. Double-click the Publish Geom element and select the BASE_PUB publish geometry feature
from BASE_SKEL.PRT to add.

8. Complete creating the copy geometry feature in BASE.PRT.

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!

Figure 28: Copy Geometry Feature in Base Part

9. Activate BASE_ARM.PRT.

10. Create a copy geometry feature.

11. Add the BASE_ARM_PUB publish geometry feature from BASE_SKEL.PRT.

12. Complete creating the copy geometry feature in BASE_ARM.PRT.

Figure 29: Copy Geometry Feature in Base Arm Part

13. Activate LINK.PRT.

14. Create a copy geometry feature.

15. Add the LINK_PUB publish geometry feature from LINK_SKEL.PRT.

16. Complete creating the copy geometry feature in LINK.PRT.

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!

Figure 30: Copy Geometry Feature in Link Part

17. Activate AUX_SHAFT.PRT.

18. Create a copy geometry feature.

19. Add the AUX_SHAFT_PUB publish geometry feature from AUX_SHAFT_ARM_SKEL.PRT.

20. Complete creating the copy geometry feature in AUX_SHAFT.PRT.

Figure 31: Copy Geometry Feature in Auxiliary Shaft Part

21. Activate AUX_ARM.PRT.

22. Create a copy geometry feature.

23. Add the AUX_ARM_PUB publish geometry feature from AUX_SHAFT_ARM_SKEL.PRT.

24. Complete creating the copy geometry feature in AUX_ARM.PRT.

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!

Figure 32: Copy Geometry Feature in Auxiliary Arm Part

25. Save the models.

26. Close all windows and erase all files from session.

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!

!Exercise
3: Creating Design Models Using Shared
References
Objectives
After successfully completing this exercise, you will know how to:

• Create component geometry using references copied from skeleton models.

Scenario
You complete the design of the components in the base and fan assemblies using references
copied from the skeleton models.

Step 1. Complete the design of LINK.PRT.

We create solid features in the Link part using references copied from the Link skeleton part.

1. Activate the WHIRLWIND_250.ASM window.

2. Open LINK.PRT.

3. Start the Extrude tool to create a solid.

4. Select the BASE datum plane as the sketching plane, and select the RIGHT datum plane as
the reference plane oriented towards the right.

5. Sketch the section with a dimension value of 8, as shown in the following figure.

Figure 33: Sketching the Section

6. Extrude up to the TOP datum plane and complete the feature.

7. Click Edit > Solidify and create a solid cut using the quilt, as shown in the following figure.

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!

Figure 34: Creating a Cut Using Surfaces

8. Repeat the previous step to create another cut using the quilt, as shown in the following
figure.

Figure 35: Creating the Cut

9. Create a round with a radius of 0.5, as shown in the following figure.

Figure 36: Creating the Round

10. Save the model and close the window.

Step 2. Complete the design of AUX_SHAFT.PRT.

We create solid features in the aux shaft part using references copied from the aux shaft arm
skeleton part.

1. Activate the WHIRLWIND_250.ASM window.

2. Open AUX_SHAFT.PRT.

3. Start the Fill tool and create a surface.

4. Select the DIST datum plane as the sketching plane, and the RIGHT datum plane as the
reference plane oriented towards the right.

5. Sketch the section, as shown in the following figure.

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!

Figure 37: Sketching the Section

6. Merge surfaces to form a quilt, as shown in the following figure.

Figure 38: Merging Surfaces

7. Start the Extrude tool and create a solid.

8. Select the TOP datum plane as the sketching plane, and select the RIGHT datum plane as
the reference plane oriented towards the right.

9. Sketch the section, as shown in the following figure.

Figure 39: Sketching the Section

10. Extrude up to the ALIGN datum plane. Complete the feature.

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!

Figure 40: Creating the Protrusion

11. Create a solid cut using the surfaces, as shown in the following figure.

Figure 41: Creating a Cut Using Surfaces

12. Save the model and close the window.

Step 3. Complete the design of AUX_ARM.PRT.

We create solid features in the aux arm part using references copied from the aux shaft arm
skeleton part.

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!

1. Open AUX_ARM.PRT.
!
2. To extrude a solid, select the TOP datum plane as the sketching plane, and select the RIGHT
datum plane as the reference plane oriented towards the right.

3. Sketch the section, as shown in the following figure.

Figure 42: Sketching the Section

4. Extrude up to a depth of 3. Complete the feature.

5. To extrude another solid, select the top surface of the protrusion you previously created as
the sketching plane, and select the RIGHT datum plane as the reference plane oriented
towards the right.

6. Sketch the section, as shown in the following figure.

Figure 43: Sketching the Section

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!

7. Extrude up to the DIST datum plane. Complete the feature.


!

Figure 44: Completing the Protrusion

8. Create a solid cut using a quilt, as shown in the following figure.

Figure 45: Creating the Cut Using Surfaces

9. Create a hole with a diameter of 4, as shown in the following figure.

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!

Figure 46: Creating the Hole

10. Select the edges to create a round with a radius of 0.5, as shown in the following figure.

Figure 47: Creating the Round

11. Select the edges to create another round with a radius of 0.5, as shown in the following
figure.

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!

Figure 48: Creating the Round

12. Save the model and close the window.

Step 4. Finalize the placement of the FAN.ASM components.

We finalize the placement of the Fan components using constraints and mechanism connections.

1. Open FAN.ASM.

2. Edit the definition of DRIVETRAIN.ASM and finalize the placement using the default
constraint.

3. Using the model tree, right-click HOUSING_FRONT.PRT and HOUSING_REAR.PRT, and


then select Hide.

4. Edit the definition of DRIVESHAFT.PRT.

5. Add a Pin connection.

6. Select the surfaces to align on the DRIVESHAFT.PRT and MOTOR.PRT, as shown in the
following figure.

Figure 49: Selecting Surfaces to Align

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!

7. Select the translation references in DRIVESHAFT.PRT and MOTOR.PRT, as shown in the


! following figure.

Figure 50: Selecting Translation References

8. Complete the placement of DRIVESHAFT.PRT.

9. Unhide HOUSING_FRONT.PRT and HOUSING_REAR.PRT.

10. Edit the definition of CAGE_SIMPLE.PRT.

11. Specify an Insert constraint and select the surfaces in the CAGE_SIMPLE.PRT and
HOUSING_REAR.PRT, as shown in the following figure.

Figure 51: Adding an insert constraint

12. Specify another Insert constraint and select the surfaces in the CAGE_SIMPLE.PRT and
HOUSING_REAR.PRT, as shown in the following figure.

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!

Figure 52: Adding an insert constraint

13. Specify a Tangent constraint and select the surfaces in the CAGE_SIMPLE.PRT and
HOUSING_REAR.PRT, as shown in the following figure.

Figure 53: Adding a tangent constraint

14. Specify an Align constraint and select the surfaces in the CAGE_SIMPLE.PRT and
HOUSING_REAR.PRT to Orient, as shown in the following figure.

Figure 54: Orienting surfaces

15. Complete the placement of the CAGE_SIMPLE.PRT.

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!

Figure 55: Assembling the cage simple part

16. Edit the definition of HUB.PRT and assemble it to DRIVESHAFT.PRT using insert, mate
coincident, and mate-oriented constraints.

Figure 56: Assembling the Hub

17. Edit the definition of BLADE.PRT and assemble it to HUB.PRT using insert, insert and mate
constraints.

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!

Figure 57: Assembling the Blade

18. Create a reference pattern of BLADE.PRT.

Figure 58: Pattern of Blades

19. Select CAGE_SIMPLE.PRT from the model tree.

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!

20. Click Edit > Replace and select Family Table.


!
21. Open CAGE_FULL.PRT as the selected model from the Replace Comp dialog box and click
OK.

Figure 59: Replacing the cage simple part

22. Save the model and close the window.

Step 5. Add a motor to simulate the spin motion of the WHIRLWIND_250.ASM mechanisms.

We add another motor to the existing kinematic analysis in order to simulate the spinning motion
of the Whirlwind_250 components along with the oscillatory motion.

1. Activate the WHIRLWIND_250.ASM window.

2. Click Applications > Mechanism.

3. Add a new servo motor named SPIN.

4. Select the joint axis, as shown in the following figure.

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!

Figure 60: Joint Axis Setting

5. For the motor profile, set the velocity specification with a constant magnitude value of 180.

6. Edit the saved FAN_ANALYSIS kinematic analysis.

7. Select the MOTOR tab, and add all motors.

8. Complete editing the analysis.

9. Save the models and close all windows.

Step 6. (OPTIONAL) - Complete the design of BASE.PRT.

We create solid features in the base part using references copied from the base skeleton part.

1. Activate WHIRLWIND_250.ASM window.

2. Open BASE.PRT.

3. Start the Extrude tool to create a surface.

4. Select the FRONT datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

5. Sketch a spline section, as shown in the following figure.

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!

Figure 61: Sketching the Section

6. Extrude both sides of the sketching plane symmetrically with a depth value of 135. Complete
creating the surface.

Figure 62: Completing the Surface

7. Start the Merge tool.

8. Select the large copy geometry quilt and the extruded quilt you previously created, as shown
in the following figure.

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!

Figure 63: Merging Surfaces

9. Create a set of datum points offset from the end of curve segments. Offset each at a length
ratio value of 0.5, as shown in the following figure.

Figure 64: Creating a Set of Datum Points

10. Create a variable radius round by selecting the datum points you previously created as
references, as shown in the following figure.

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!

Figure 65: Creating a Variable Radii Round

11. Start the Solidify tool and create a solid selecting the quilt, as shown in the following figure.

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!

Figure 66: Solidifying a Quilt

12. Extrude a solid.

13. Select the FRONT datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

14. Sketch the section, as shown in the following figure.

Figure 67: Sketching the Section

15. Extrude from both sides of the sketching plane symmetrically with a depth value of 30.
Complete creating the feature

16. Select the edges to create a round with a radius of 5, as shown in the following figure.

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!

Figure 68: Creating the Round

17. Create another round with a radius of 18, as shown in the following figure.

Figure 69: Creating a Round Using Surfaces

18. Start the Solidify tool and create a solid cut, selecting the quilt as shown in the following
figure.

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!

Figure 70: Creating a Cut Using Surfaces

19. Extrude a cut.

20. Select the OFFSET_1 datum plane as the sketching plane, and select the RIGHT datum
plane as the reference plane oriented towards the right.

21. Sketch the section, as shown in the following figure.

Figure 71: Sketching the Cut Section

22. Extrude through to the next surface and complete the cut.

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!

Figure 72: Creating the Cut

23. Create a round with a radius of 1, as shown in the following figure.

Figure 73: Creating the Round

24. Create another round with a radius of 1, as shown in the following figure.

Figure 74: Rounding Edges of the Cut

25. Group the cut and the two round features on the cut you previously created.

26. Click Edit > Feature Operations > Copy > Mirror > Dependent.

27. Select the grouped features and datum plane FRONT as the mirror plane.

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!

Figure 75: Copying the Grouped Features

28. Selecting the edges, create a round with a radius of 1, as shown in the following figure.

Figure 76: Creating the Round

29. Save the model and close the window.

Step 7. (OPTIONAL) - Complete the design of BASE_ARM.PRT.

We create solid features in the base arm part using references copied from the base skeleton
part.

1. Activate the WHIRLWIND_250.ASM window.

2. Open BASE_ARM.PRT.

3. Extrude a solid.

4. Select the FRONT datum plane as the sketching plane, and select the RIGHT datum plane
as the reference plane oriented towards the right.

5. Sketch the section, as shown in the following figure.

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!

Figure 77: Sketching the Section

6. Extrude both sides of the sketching plane to a symmetric depth value of 28. Complete the
feature.

Figure 78: Extruding a Solid

7. Create a swept protrusion.

8. Sketch the trajectory by selecting the FRONT datum plane as the sketching plane, and the
TOP datum plane as the reference plane oriented towards the top, as shown in the following
figure.

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!

Figure 79: Sketching the Trajectory

9. Set the attributes to free ends.

10. Sketch the cross section, as shown in the following figure.

Figure 80: Sketching the Cross Section

11. Complete creating the sweep.

12. Extrude a cut by selecting the FRONT datum plane as the sketching plane, and the RIGHT
datum plane as the reference plane oriented towards the right.

13. Sketch a section using the edges, as shown in the following figure.

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!

Figure 81: Sketching the Section

14. Extrude up to the OFFSET_1 datum plane on one side and the OFFSET_2 datum plane on
the other side. Complete the cut.

Figure 82: Creating the Cut

15. Start the Solidify tool and create a solid cut selecting the quilt, as shown in the following
figure.

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!

Figure 83: Creating the Cut Using Surfaces

16. Create a round with a radius of 20, as shown in the following figure.

Figure 84: Creating the Round

17. Create a round with a radius of 5, as shown in the following figure.

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!

Figure 85: Creating the Round

18. Create a round with a radius of 6, as shown in the following figure.

Figure 86: Creating the round

19. Complete the round.

20. Create another round with a radius of 1, selecting the edges, as shown in the following figure.

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!

Figure 87: Creating the Round

21. Create a round with a radius of 1, as shown in the following figure.

Figure 88: Creating the Round

22. Create a solid by thickening the quilt in the downward direction, as shown in the following
figure.

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!

Figure 89: Thickening a Quilt

23. Create a hole with a diameter of 8 and a depth of 15, as shown in the following figure.

Figure 90: Creating the Hole

24. Create another hole with a diameter of 4 and a depth up to the next surface.

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!

Figure 91: Creating the Hole

25. Create a round with a radius of 1 selecting two sets of edges, as shown in the following
figure.

Figure 92: Creating the Round

26. Create another round with a radius of 1, as shown in the following figure.

Figure 93: Creating the Round

27. Save the models.

28. Close all windows and erase all files from session.

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!

Summary
!

After successfully completing this module, you should know how to:

• Communicate design intent by sharing geometry and references.

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!

! Module

Analyzing and Modifying Assembly Structures


Introduction
Pro/ENGINEER Wildfire creates external references when a component uses
design information stored in other components of an assembly structure. External
references help to easily communicate design changes to the various levels of
the assembly structure. Pro/ENGINEER Wildfire enables you to analyze and edit
unwanted references between components.

You can also modify critical design parameters and geometry stored in layouts
and skeletons to automatically update the related components throughout the
assembly structure.

Objectives
After completing this module, you will be able to:

• Analyze component references in assembly structures.

• Propagate design changes throughout assembly structures.

! Page 4-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 4: Analyzing and Modifying Assembly Structures

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day Two


!

Review of
Analyzing and
Module 3 - Creating
Lectures Modifying Pro/FICIENCY Managing
Communicating Simplified
Assembly Assessments Complex Parts
Design Representations
Structures
Information

Analyzing and Creating and


Creating
Module 3 Labs Modifying Simplifying
Demos & Exercises Simplified
Continued Assembly Complex
Representations
Structures Geometry

Slide 2 © 2002 PTC

Duration

• Lecture: 10 mins

• Demos (1): 20 mins

• Labs (1): 60 mins

• Total: 1hr 30 mins

Instructor Note:
Allow the students 75 minutes to complete the labs for Module 3 before proceeding to
Module 4. Give them a quick overview using the notes in the Demonstration slide
before they continue on labs for Module 3.

!
!

Objectives
!
After completing this module, you will be able to:
¤ Analyze component references in assembly structures.
¤ Propagate design changes throughout assembly structures.

Slide 3 © 2002 PTC

• Pro/ENGINEER Wildfire creates external references when a component uses design


information stored in other components of an assembly structure.

• External references help to communicate design changes easily to the various levels of
the assembly structure.

• Pro/ENGINEER Wildfire enables you to analyze and edit unwanted references between
components.

• You can modify critical design parameters and geometry stored in layouts and skeletons to
automatically update the related components throughout the assembly structure.

!
!

External References
!
One design model requires information existing in another design
model.
¤ Creating External References
¤ Controlling External References
l Scope Settings
l Reference Handling

Slide 4 © 2002 PTC

• An external reference is a relationship between two design models. One design model requires
information that exists in the another design model.

• External references are created in the following situations:


• Referencing other components when creating a part level feature in an assembly.
• Creating assembly level features visible at the part level.
• Copying geometry into a part at the assembly level.

• You can control the creation of external references by:


• Setting the scope of components to be referenced to a skeleton model, a sub-assembly, all
levels in the assembly structure.

• You can use Reference Handling when the scope setting is violated.

• You can either prohibit out of scope reference creation completely, or make the system create copy
geometry features of the referenced geometry.

!
!

External References
!
Identifying External References
¤ Using the Model Tree
¤ Using the Global Reference Viewer

Circular References
¤ Two components cross-reference
each other
¤ Warning in message window
¤ A *.crc file generated in
working directory

Slide 5 © 2002 PTC

• You can identify if there are any external references created in the assembly by:

• Using the model tree to add a column to display features with external references and their
current status.

• Using the Global Reference Viewer to display information about currently available model
references.

• Circular reference is a type of external reference. Two different features depend on each other for
design information. It is not a good practice to create circular references.
• Example of a circular reference:
• DRIVETRAIN skeleton is assembled by default
• Shrinkwrap feature is created in the DRIVETRAIN skeleton references DRIVETRAIN assembly
(Skeleton is dependant on DRIVETRAIN assembly)
• If the DRIVETRAIN assembly is redefined to reference the shrinkwrap feature in the
DRIVETRAIN skeleton for assembly constraints, a circular reference is created. (DRIVETRAIN
assembly is dependant on Skeleton)
• This circular reference scenario was avoided in the lab by using a default constraint to
assemble the DRIVETRAIN assembly.

!
!

Modifying Assembly Structures


!
Propagate design changes throughout an assembly structure.
¤ Edit Layouts
¤ Edit Skeletons

Slide 6 © 2002 PTC

• In a top-down assembly structure, components are declared to layouts that contain critical design
information in a centralized location.

• You can edit the parameters stored in the layouts and the system will automatically update the
corresponding dimensions in the components, which will propagate design changes throughout the
assembly structure.

• Components are assembled by sharing design geometry and references from skeleton models.

• You can edit the skeleton models and the system will automatically propagate the design changes
to the components that use the shared geometry and references.

!
!

Demonstration
! ¤ Analyzing and Modifying Assembly Structures

Creating
Creating Creating Creating Modifying
Creating Declaring Design
Publish the Layout
Top-Down Design the the the Skeleton Models
and Copy and
Workflow Design Assembly Skeleton Models to using
Layout Structure Geometry Skeleton
Models the Layout copied
Features Models
geometry

Slide 7 © 2002 PTC

In the following demonstration, I will show how to identify external references that exist in the
components of the Whirlwind_250 assembly.

I will also show how edits to the design information in layouts and skeletons will automatically update
the components referencing the information.

You will repeat the same steps in the lab exercises.

Instructor Note:
After completing the labs for Module 4 students should take the Pro/FICIENCY Assessment
(multiple-choice questions) before proceeding to Module 5.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Analyze component references in assembly structures.
¤ Propagate design changes throughout assembly structures.

Slide 8 © 2002 PTC

!
!

!
!

! Module 4 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Analyzing and Modifying Assembly Structures


Introduction
In this demonstration, we start the design of Whirlwind 250 fan model by creating a layout
containing the sketch, critical dimensions, and parameters.

Objectives
After successfully completing this exercise, you will know how to:

• Analyze references used by components in an assembly structure.

• Create design changes to components by editing layouts and skeletons.

Scenario
You have completed the design of Whirlwind_250 assembly using the top-down product
development process. The design review team has recommended changes to the components of
the base and fan sub-assemblies. You perform the design changes to the components by editing
the top-level layouts and skeletons in the assembly structure.

Step 1. Review the references used in WHIRLWIND_250.ASM.

We use the Global Reference Viewer to review the references used in the Whirlwind_250
assembly.

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all components from session.
Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to: C:\users\student\adv_assy_mgmt_330\module_04

3. Open WHIRLWIND_250.ASM.

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!

4. Click Info > Global Reference Viewer.


!
5. Click Filter Setting.

6. Set the filters to display Features that have External references and their Parents.

7. Click Tree > Expand > All.

Figure 1: Features with External References

8. Set the filters to display all objects with External Feature references.

9. Double-click LINK.PRT to view the parents and children of the part.

Figure 2: External Feature References of the Link Part

10. Set the filters to display all objects with External Component references.

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!

Figure 3: External Component References

Step 2. Perform design changes to the fan components by editing the layout parameters.

We edit the layout parameters to change the number of blades, tilt angle, and height of the
whirlwind_250.ASM.

1. Open HUB.PRT.

2. Declare the part to WHIRLWIND_250.LAY.

3. Click Tools > Parameters and notice that all the parameters in the layout are now
available in the part.

4. Edit the pattern of ears and identify the blade_qty dimension.

Figure 4: Pattern of Ears

5. Click Tools > Relations.

6. Add the following relations to relate the part dimension with the corresponding layout
parameter.

• blade_qty = NUM_BLADES

• ANG_SPACING = 360/blade_qty

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!

7. Complete adding the relation and regenerate the part. Note that the pattern of ears updated
! based on the layout parameter.

Figure 5: Changing the Number of Ears

8. Activate the WHIRLWIND_250.ASM window.

9. Regenerate the assembly. Note that the number of blade parts updated with the change to
HUB.PRT.

Figure 6: Updating the Number of Blades

Note:
You can edit the NUM_BLADES parameter in WHIRLWIND_250.LAY, which will
update the hub part and the number of blade parts in WHIRLWIND_250.ASM.

10. Declare the WHIRLWIND_250.ASM to WHIRLWIND_250.LAY

11. Open WHIRLWIND_250.LAY.

12. Click Tools > Parameters.

13. Select the TILT_ANGLE parameter, and then edit the value from 15 to 90.

Pag
! e 4- 6 Analyzing and Modifying Assembly St ru ctures
!

14. Activate the WHIRLWIND_250.ASM window. Regenerate the assembly.


!

Figure 7: Editing the Tilt Angle

15. Activate the WHIRLWIND_250.LAY window and edit the parameter TILT_ANGLE from 90 to
45.

16. Regenerate WHIRLWIND_250.ASM.

Figure 8: Editing the Tilt Angle

17. Edit the TILT_AXIS_HEIGHT parameter in the layout from 89 to 180. Regenerate
WHIRLWIND_250.ASM.

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!

Figure 9: Editing the Tilt Axis Height

18. Edit the TILT_ANGLE to 15 and TILT_AXIS_HEIGHT to 89 and regenerate the part.

Step 3. Trim the blades to eliminate interference with the cage.

We redefine the shape of the blades to eliminate the interference with the cage part.

1. Set the model tree filter to display features.

2. Click Analysis > Model Analysis and compute the Global Interference. Notice that the
blades interfere with the cage.

3. Open FAN.ASM. Set the model orientation to the saved BACK view.

4. Using the model tree, expand the first BLADE.PRT from the pattern of blade parts.

5. Right-click the RIDGE_POINTS datum feature and select Edit.

6. Edit the vertical location dimensions, as shown in the following figure.

Pag
! e 4- 8 Analyzing and Modifying Assembly St ru ctures
!

Figure 10: Editing the Ridge Points on the Blade

7. Regenerate the part.

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!

Figure 11: Modified Ridge

8. Unhide the DRIVETRAIN_SKEL.PRT and notice that the blades interfere with the blade
diameter surface.

9. Using the model tree, right-click BLADE_OUTLINE, and then select Edit Definition.

Figure 12: Blade Outline

10. Edit the sketch by moving the points on the spline section to be within the blade diameter
surface, as shown in the following figure.

Pag
! e 4- 10 Analyzing and Modifying Assembly St ru ctures
!

Figure 13: Editing the Spline Section

11. Complete editing the definition of the feature.

Figure 14: Modified Blade Outline

12. Regenerate the part to update all the blade parts

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!

Figure 15: Modified Blade Parts

Step 4. Perform design changes on the Aux Shaft and Aux Arm parts by editing
AUX_SHAFT_ARM_SKEL.PRT.

We redefine the Aux Shaft Arm skeleton part to change assembly interface on the Aux Shaft and
Aux Arm parts.

1. Open AUX_SHAFT_ARM_SKEL.PRT.

2. Edit the definition of the surface, as shown in the following figure.

Figure 16: Selecting the Surface

3. Edit the sketch as shown in the following figure.

Pag
! e 4- 12 Analyzing and Modifying Assembly St ru ctures
!

! Note:
Do not delete the sketched arc entity, since it is referenced by one of the fan
components. Sketch a rectangle and use the trim function to update the shape of the
section.

Figure 17: Editing the Sketched Section

4. Complete editing the surface.

Figure 18: Editing the Definition of the Surface

5. Open AUX_SHAFT.PRT and AUX_ARM.PRT and regenerate them. Note the parts are
updated with the design change made in the skeleton.

Figure 19: Propagating Design Changes from the Skeleton

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!

Step 5. Use a motion analysis to graph the oscillation of the Whirlwind_250 assembly.
!
We create a motion analysis and graph the results of the mechanism motion of the
Whirlwind_250 assembly.

1. Activate the WHIRLWIND_250.LAY window.

2. Edit the TILT_ANGLE parameter to 0 degrees and regenerate the layout.

3. Activate the WHIRLWIND_250.ASM window. Regenerate the assembly.

4. Insert an analysis feature. Select Measure as the Type and click Next. Select Angle as the
measurement Type.

5. Select the ASM_RIGHT datum plane from the FAN.ASM and the ASM_FRONT datum plane
from BASE.ASM.

6. Click Compute > Close. Ensure that the ANGLE parameter is set to YES and complete
the feature.

7. Click Analysis > Motion Analysis. Select the ANGLE:ANALYSIS1 as the parameter and
click Run.

Figure 20: Graph of Angle Measurement

Pag
! e 4- 14 Analyzing and Modifying Assembly St ru ctures
!

8. Notice that the angle values are absolute values of the angle measurement, and actually form
! a smooth oscillation of approximately +/-35 degrees, for a total of 70 degrees. Therefore the
WHIRLWIND_250 assembly passes the minimum requirement in the layout of 45 degrees.

9. Close the Graph window and the Motion Analysis dialog box.

10. OPTIONAL: Modify the length of the datum curve in the LINK skeleton and regenerate the
assembly. Re-run the Motion Analysis to see the effect on the oscillation angle graph.

11. Save the models. Close all windows and erase all files from session.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 4-15
Summary
After successfully completing this module, you should know how to:

x Analyze component references in assembly structures.


x Propagate design changes throughout assembly structures.

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P a g e 4-1 6 A n a ly z ing and M o d i f y ing A ss em b l y S t ru ctu re s


!

! Module

 Managing Complex Parts


Introduction
Complex parts contain a large number of features and detailed design geometry.
In Pro/ENGINEER Wildfire, you can use techniques such as layers and groups to
organize and control geometry display. You can simplify complex parts using
surface editing tools and simplified representations, consequently reducing the
time required to open and regenerate the parts.

Objectives
After completing this module, you will be able to:

• Organize design geometry in complex parts.

• Reduce the time required to open and regenerate complex parts.

! Page 5-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 5: Managing Complex Parts

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day Two


!
Review of
Analyzing and
Module 3 - Creating
Lectures Modifying Pro/FICIENCY Managing
Communicating Simplified
Assembly Assessments Complex Parts
Design Representations
Structures
Information

Analyzing and Creating and


Creating
Module 3 Labs Modifying Simplifying
Demos & Exercises Simplified
Continued Assembly Complex
Representations
Structures Geometry

Slide 2 © 2002 PTC

Duration

• Lecture: 10 mins

• Demos (2): 20 mins

• Labs (2): 60 mins

• Total: 1hr 30 mins

!
!

Objectives
!
After completing this module, you will be able to:
¤ Organize design geometry in complex parts.
¤ Reduce the time required to open and regenerate complex parts.

Slide 3 © 2002 PTC

•Complex Parts contain a large number of features and detailed design geometry.

•In Pro/ENGINEER Wildfire, you can use techniques such as layers and groups to organize
and control geometry display.

•You can simplify complex parts using surface editing tools and simplified representations,
reducing the time it takes to open and regenerate the parts.

Instructor Note:
Introduce the drill assembly to the students. In this module, the students will
be creating the design geometry on the chuck collar part, as well as simplified
representations in the chuck collar and recoil cover parts.

!
!

Organizing Geometry
!
Reduce the file size and details by organizing geometry.
¤ Using Layers
¤ Grouping Features
¤ Suppressing Features
¤ Renaming Features

Slide 4 © 2002 PTC

• Organize the geometry in parts using Layers. Reduce clutter and details on screen by blanking
layers that contain geometry not essential for current design tasks.

• Group features to perform collective operations such as duplicating and suppressing features.

• You can also created UDF (user-defined features) to reuse geometry in multiple parts.

• Suppress features that are not required for current design tasks, such as springs, rivets and
cosmetic features. This operation removes features temporarily from memory thus reducing file size
and geometry. This reduces retrieval and regeneration time considerably. Suppressed features can
be easily resumed when necessary.

• Rename features with descriptive easily identifiable names. This is useful when you need to search
and select features for design operations.

!
!

Using Surface Editing Tools


!
Create and edit surface features instead of copying solid features.
¤ Duplicate surface features.
¤ Manipulate surface features.
¤ Create solids from surface features.

Slide 5 © 2002 PTC

• Copying and patterning solid features increases regeneration time.

• You can use various surface editing tools to create surfaces in place of solid geometry.

• Surfaces can be easily duplicated and manipulated without increasing regeneration time or file size.

• You can easily create solid geometry from surface features to finalize the design.

!
!

Creating Simplified Representations


!
Remove geometry details to reduce retrieval and regeneration time.
¤ Display part geometry only.
¤ Display the whole part.
¤ Include or exclude features without affecting parent-child relationships.
¤ Create work-region cutaways.

Slide 6 © 2002 PTC

• You can reduce the design details in complex parts by creating simplified representations.

• You can create representations to store only geometry information and not the references, therefore
reducing the time taken to open the parts.

• You can include and exclude features without breaking parent-child relationships.

• You can remove portions of a part using work-region cutaways. You control what level of geometry
detail you want displayed.

!
!

Demonstrations
! ¤ Creating Complex Part Geometry
¤ Simplifying Complex Part Geometry

Slide 7 © 2002 PTC

In the following demonstration, I will show how to organize and create complex geometry in the chuck
collar part of the DRILL assembly, using various techniques like layers, groups and surface editing
tools.

I will also show to create simplified representations of complex parts to reduce retrieval and
regeneration time.

You will repeat the same steps in the lab exercises.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Organize design geometry in complex parts.
¤ Reduce the time required to open and regenerate complex parts.

Slide 8 © 2002 PTC

!
!

!
!

! Module 5 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Creating Complex Part Geometry


Introduction
In this demonstration, we review the design of a complex part. We use design techniques such as
layers and groups to organize the geometry. We also use surface editing tools to reduce the time
required to regenerate the part.

Objectives
After successfully completing this exercise, you will know how to:

• Organize and control display of design geometry.

• Create complex geometry that regenerates quickly.

Scenario
You are assigned a new project that involves simplifying the design of a gas-powered drill
assembly. You start the project by organizing and creating complex geometry in the chuck collar
part using design techniques that will reduce the time required to open and regenerate the part.

Step 1. Open and review the drill assembly.

We review the assembly structure of the drill and determine how the parts were designed. Using
the navigator, we start by opening the drill assembly. Using the model tree, we select and view
its components

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all the components from
memory. Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to C:\users\student\adv_assy_mgmt_330\module_05.

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!

3. Open DRILL.ASM.
!
4. Using the model tree, review the components and the features

Step 2. Open and review the chuck collar part.

Using the model tree, we expand the gear box chuck assembly and the drill chuck sub-assembly.
Next, we open the chuck collar part and review the features. This will help us complete the design
of the chuck collar part using techniques that will result in reduced retrieval and regeneration
time.

1. Using the model tree, open CHUCK_COLLAR.PRT.

Figure 1: CHUCK_COLLAR.PRT

2. Review the features.

Step 3. Display reference geometry.

Note that the features are organized into layers. Currently the layers display is turned off to
reduce clutter. We will turn on the display of some of the layers to use the datum features as
references in completing the design of the chuck collar part.

1. Show the layer tree.

2. Select layers 01_PRT_ALL_DTM_PLN, 01_PRT_DEF_DTM_PLN, 02_PRT_ALL_AXES,


03_PRT_ALL_CURVES and 06_PRT_ALL_SURFS. Unblank their display.

Pag
! e 5- 4 Managing Co mplex Part s
!

3. Repaint the screen.


!
Step 4. Create datum features to start the design of the teeth.

Now we create two datum planes and a datum curve to be used as references in designing the
teeth on top of the collar.

1. Create the first datum plane through datum axis A_2 and at an angle of 45 degrees from
datum plane FRONT.

2. For easy identification, rename the datum plane as TOOTH1.

3. Create the second datum plane at an offset distance of 0.6965.

4. Rename the datum plane as TOOTH2.

Figure 2: Creating Datum Planes

5. Select TEETH_SURF and TOOTH2 as references. Using the Intersect tool, create a datum
curve.

6. Rename the curve as TEETH_CURVE.

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!

Step 5. Create a variable section swept surface.


!
We create the geometry of the first collar tooth using the surface editing tools. We start with
creating a variable section sweep. We select the previously created datum curve as the trajectory
and sketch a cross section for the profile.

1. Using the model tree, select TEETH_CURVE. The curve highlights in the graphics window.

2. Select the curve chain, as shown in the following figure.

Figure 3: Selecting the Trajectory

3. Start the Variable Section Sweep tool.

4. Using the dashboard, select the REFERENCES tab.

5. Select Normal to Projection for the Section Plane Control.

6. Select datum plane TOP for the Direction reference.

7. Using the dashboard, start the Sketch tool and sketch the section, as shown in the following
figure.

Pag
! e 5- 6 Managing Co mplex Part s
!

Figure 4: Sketching the Cross Section

8. Complete the sketch and the variable section sweep feature.

9. Rename the surface as TEETH_VSS.

Step 6. Mirror the variable section swept surface.

We create the other end of the tooth by mirroring the variable section swept surface that we
previously created.

1. Using the model tree, select TEETH_VSS and start the Mirror tool.

2. Select datum plane TOOTH1 as the mirror plane.

3. Keep the original surface.

4. Complete the mirrored feature.

5. Rename the mirrored surface as TEETH_MIRROR.

Step 7. Merge the teeth surfaces.

We merge the variable section swept surface and the mirrored surface with the original teeth
surface.

1. Using the model tree, select TEETH_SURF and TEETH_MIRROR.

2. Start the Merge tool.

3. Confirm that the arrow is pointing in the direction shown in the following figure.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 5-7
!

Figure 5: Merging Surfaces

4. Complete the merged feature.

5. Select TEETH_SURF and TEETH_VSS and create another merge feature.

Figure 6: Merging Surfaces

Step 8. Extend the teeth surfaces.

We create extensions of both sides of the teeth quilt.

1. Set the selection filter to Geometry to select a chain of edges as references.

2. Select the first edge, as shown in the following figure.

Pag
! e 5- 8 Managing Co mplex Part s
!

Figure 7: Selecting an Edge

3. Cursor over the other edge, as shown in the following figure.

Figure 8: Highlighting the Other Edge

4. Press SHIFT + right-click to query to the chain, as shown in the following figure.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 5-9
!

Figure 9: Selecting the Chain of Edges

5. Start the Extend tool, and then enter 1.5 as the distance to extend.

6. Complete the feature.

Figure 10: Extending the Quilt

7. Repeat the above procedure to extend other side of the quilt by a distance of 1.5.

Pag
! e 5- 10 Managing Complex Part s
!

Figure 11: Extending the Quilt

Step 9. Move the teeth surface.

We create a copy by rotating the TEETH_SURF feature. This will help us get an angle to pattern
the teeth around the collar.

1. Set the selection filter to Smart.

2. Using the model tree, select TEETH_SURF.

3. Start the Move tool.

4. Select the Rotation option. Select datum axis A_7 as the rotational reference.

5. Enter 15 as the angle of rotation.

6. Keep the original surface.

7. Complete the feature.

Figure 12: Moving a Surface

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 5-11
!

8. Rename the moved surface to TEETH_MOVE.


!
Step 10. Pattern the teeth around the collar.

We create a multiple instances of the teeth by patterning the moved surface using the angle
dimension.

1. Set the selection filter to Smart.

2. Using the model tree, select TEETH_MOVE.

3. Start the Pattern tool.

4. Select the 15 degrees angle dimension. Enter 15 as the incremental value.

5. Enter 23 as the number of instances.

6. Complete the Pattern feature.

Figure 13: Patterning the Teeth Surfaces

Step 11. Create solid cuts on the teeth surfaces.

We create solid cuts using the geometry defined by TEETH_SURF and the TEETH_MOVE
surface features.

1. Using the model tree, select TEETH_SURF.

2. Start the Solidify tool.

3. Using the dashboard, select the Cut option to remove material.

4. Complete the cut feature.

Pag
! e 5- 12 Managing Complex Part s
!

Figure 14: Creating the First Cut

5. Rename the cut as TEETH_CUT1.

6. Using the model tree, expand the Pattern and select TEETH_MOVE.

7. Start the Solidify tool.

8. Using the dashboard, select the Cut option to remove material.

9. Complete the Cut feature.

Figure 15: Creating the Second Cut

10. Rename the cut as TEETH_CUT2.

Step 12. Create a reference pattern of the cuts around the collar.

We create a pattern of cuts referencing TEETH_CUT2.

1. Using the model tree, select TEETH_CUT2.

2. Start the Pattern tool.

3. Using the dashboard, select Reference as the pattern type.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 5-13
!

4. Complete the Pattern feature.


!

Figure 16: Patterning the Cut

Step 13. Create a group of the teeth features.

We group the teeth features in order to organize the design geometry in the model.

1. Click Edit > Feature Operations > Group > Local Group.

2. Enter COLLAR_TEETH as the name of the group.

3. Using the model tree, select the features starting from datum plane TOOTH1 to pattern
TEETH_CUT2.

4. Complete creating the group.

5. Using the layer tree, blank the display of all layers.

6. Save the model.

Pag
! e 5- 14 Managing Complex Part s
!

! Exercise 2: Simplifying Complex Part Geometry


Objectives
After successfully completing this exercise, you will know how to:

• Simplify existing complex part geometry.

Scenario
You have completed the design of the chuck collar part. You create a simplified representation of
the chuck collar by removing the teeth geometry that is not critical when assembling the part to
the drill assembly. You also create a work region cut-away in the recoil cover part that can be
used in reviewing the components of the engine sub-assembly.

Step 1. Create a simplified representation of the chuck collar part.

We continue working on the chuck collar part. We create a simplified representation of the part by
excluding the group containing the teeth features.

1. If it is not already opened, open CHUCK_COLLAR.PRT.

2. Using the model tree, select GROUP COLLAR_TEETH.

3. Click View > Representation > Exclude.

4. Start the View Manager.

5. Create a new representation. Enter NO_TEETH as the name.

Figure 17: Creating a Simplified Representation

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 5-15
!

6. Double-click on Master Rep to activate it. This displays the teeth features.
!
7. Close the View Manager.

8. Save the model and close the window.

9. Activate the window containing the drill assembly.

Step 2. Create a simplified representation using a work region cut-away of the recoil cover part.

We create a cut-away on the recoil cover part that can be used to review the engine components
in the drill assembly.

1. Using the model tree, expand RECOIL.ASM.

2. Open RECOIL_COVER.PRT.

3. Unhide datum planes RIGHT, TOP and FRONT.

4. Select layers 01_PRT_ALL_DTM_PLN and 01_PRT_DEF_DTM_PLN.

5. Unblank their display and repaint the screen.

6. Start the View Manager.

7. Create a new representation named CUT_AWAY.

8. Right-click CUT_AWAY in the VIEW MANAGER dialog, and then select Redefine.

9. Click Work Region > Extrude > Solid > Done.

10. Using the dashboard, start the Sketch tool.

11. Select datum plane FRONT as the sketching plane and datum plane RIGHT as the reference
plane facing to the right.

12. Sketch a line segment, as shown in the following figure.

Pag
! e 5- 16 Managing Complex Part s
!

Figure 18: Sketching the Work Region

13. Complete the sketch.

14. If necessary, flip the direction arrows so that the cut removes material to the left of the datum
plane with the depth set to Thru All, as shown in the following figure.

Figure 19: Creating the Work Region

15. Complete the work region and close the View Manager.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 5-17
!

Figure 20: Completed Work Region

16. Save the model.

17. Close all the windows and erase all the files from session.

Pag
! e 5- 18 Managing Complex Part s
!

! Summary
After successfully completing this module, you should know how to:

• Organize design geometry in complex parts.

• Reduce the time required to open and regenerate complex parts.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 5-19
!

!
!

! Module

 Creating Simplified Representations


Introduction
Using simplified representations, you can reduce the level of geometry detail in
complex assemblies. You can control which sub-assemblies and components
Pro/ENGINEER Wildfire has to open along with the top-level assembly. You can
exclude certain components, as well as substitute complex components with
simpler versions.

Various selection techniques enable you to add components when creating


simplified representations of complex assemblies.

Objectives
After completing this module, you will be able to:

• Create simplified representations of complex assemblies.

• Define methods to select components when creating simplified


representations.

! Page 6-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 6: Creating Simplified Representations

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day Two


!
Review of
Analyzing and
Module 3 - Creating
Lectures Modifying Pro/FICIENCY Managing
Communicating Simplified
Assembly Assessments Complex Parts
Design Representations
Structures
Information

Analyzing and Creating and


Creating
Module 3 Labs Modifying Simplifying
Demos & Exercises Simplified
Continued Assembly Complex
Representations
Structures Geometry

Slide 2 © 2002 PTC

Duration

• Lecture: 15 mins

• Demos (2): 30 mins

• Labs (2): 60 mins

• Total: 1 hr 45 mins

!
!

Objectives
!
After completing this module, you will be able to:
¤ Create simplified representations of complex assemblies.
¤ Define the various methods to select components when creating
simplified representations.

Slide 3 © 2002 PTC

• Using simplified representations you can reduce the level of detail in complex assemblies.

• You can control which sub-assemblies and components Pro/ENGINEER Wildfire has to
open along with the top-level assembly.

• You can exclude certain components as well as substitute complex components with
simpler versions.

!
!

Simplified Representations
!
Control which components to open and to what level of detail.
¤ Types
l Exclude
l Master Rep
l Assembly Only
l Geometry Only
l Graphics Only
l Symbolic Only
l User Defined

Slide 4 © 2002 PTC

• Simplified Representations enable you to control which components to open along with an
assembly and the amount of geometry detail to display.

• You do not have to open the entire assembly when working on only certain components to finish a
design task.

• Using simplified representations will help reduce the time taken to open and regenerate the
assemblies significantly.

• You can create the following types of Simplified Representations:


• Exclude – Excludes the selected components from the assembly without affecting parent child
relationships.

• Master Rep – (Default) Entire assembly structure is opened and displayed.

• Assembly Only – Only assemblies and sub-assemblies are opened not the individual
components.

• Geometry Only – Component geometry is available for selection and referencing, but you
cannot modify or redefine individual features.

• Graphics Only – Component geometry is not solid or available for selection. Geometry visibility
can be controlled using the configuration option – save_model_display.

• Symbolic Only – Components are represented by datum points or custom symbols.

• User Defined – You can use part simplified representations when creating assembly level
representations.

!
!

Selecting Components
!
Adding Components to the Simplified Representation
¤ Directly on in the Graphics Window
¤ Using Model Tree
l Select individual components.
l Select all the components.

Slide 5 © 2002 PTC

• You can use different methods to select components when creating simplified representations.

• Highlight and select components directly in the graphics window.

• Using the Model Tree, you can directly select individual components or select all components
and de-select the ones that you do not require.

!
!

Selecting Components
!
Using the Search Tool
¤ Attribute
l Name, Type, Expression, Size, Description

¤ History
l ID, Number, Failed Feat, Last Feat, All
¤ Status
l Regeneration, Layer, Display, Parent/Child, Copied Refs

¤ Geometry
l Zone, Distance, Exterior Comps

Slide 6 © 2002 PTC

Using the Search Tool

• You can search using component attributes. For example, all components with a certain name or
less than a certain size.

• You can search by component or feature history. For example, features with a certain ID or the last
feature created.

• You can search by component status. For example, all components in a certain layer or those with
copied references.

• You can search using component geometry. For example, all components inside a defined
geometry zone or all exterior components.

!
!

Demonstrations
! ¤ Creating Simplified Representations Using Part Representations
¤ Creating Simplified Representations By Selecting Components

Slide 7 © 2002 PTC

In the following demonstration, I will show how to:

• Create simplified representations of the drill assembly using existing part representations.

• Use various techniques to select components for creating simplified representations of the drill
assembly.

You will repeat the same steps in the lab exercises.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Create simplified representations of complex assemblies.
¤ Define the various methods to select components when creating
simplified representations.

Slide 8 © 2002 PTC

!
!

!
!

! Module 6 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Creating Simplified Representations Using Part


Representations
Introduction
In this demonstration, we create simplified representations of the drill assembly using the
previously created simplified representations of the chuck collar and recoil cover parts.

Objectives
After successfully completing this exercise, you will know how to:

• Create simplified representations of an assembly using existing part representations.

Scenario
You have created simplified representations of the chuck collar and recoil cover parts. You will be
using these representations to create simplified representations of the top-level drill assembly.

Step 1. Open the drill assembly.

We open the drill assembly and notice that the amount of detailed geometry that is displayed on
the screen.

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all the components from
memory. Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to C:\users\student\adv_assy_mgmt_330\module_06.

3. Open DRILL.ASM.

4. Click View > Display Settings > Model Display.

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!

5. Select the Shade tab and enable Stippled transparency. Click OK.
!
Note:
You can rotate, pan and zoom the assembly faster by setting the transparency to
Stippled.

Step 2. Create a simplified representation that removes the chuck collar teeth.

We create a simplified representation of the drill using an existing representation stored in the
chuck collar part. This will remove the teeth features from the chuck collar part.

1. Select CHUCK_COLLAR.PRT.

Figure 1: Chuck Collar Part

2. Click View > Representation > User Defined.

3. Select the NO_TEETH representation and apply it. The teeth features in the part are removed
from display.

4. Start the View Manager.

5. Create a new simplified representation. Enter NO_COLLAR_TEETH as the name.

Pag
! e 6- 4 Creating Simplified Representations
!

Figure 2: Removing the Collar Teeth

6. Double-click on Master Rep to activate it.

7. Close the View Manager.

Step 3. Create another simplified representation to review the engine components.

We create another simplified representation using the work region cut away created in the recoil
cover part to review the engine components.

1. Select RECOIL_COVER.PRT.

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!

Figure 3: Recoil Cover Part

2. Apply the CUT_AWAY part simplified representation.

3. Create a new simplified representation in the drill assembly. Enter REVIEW_ENGINE as the
name.

Figure 4: Reviewing the Engine

4. Activate the Master Rep and close the View Manager.

5. Save the model.

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! e 6- 6 Creating Simplified Representations
!

! Exercise 2: Creating Simplified Representations By Selecting


Components
Objectives
After successfully completing this exercise, you will know how to:

• Select components to create simplified representations of an assembly.

Scenario
You continue the process of simplifying the drill assembly. You create several simplified
representations by selecting components using various techniques.

Step 1. Create a simplified representation to simplify the handle sub-assemblies.

We continue the process of creating simplified representations of the drill assembly. Using the
model tree, we create a geometric representation of the handle sub-assemblies by selecting the
handle components

1. Open DRILL.ASM, if its not already opened.

2. Using the model tree, select HANDLE_MAIN.ASM and HANDLE_SIDE.ASM.

3. Click View > Representation > Geometry Only.

4. Start the View Manager.

5. Create a new representation. Enter HANDLE_GEOM_ONLY as the name.

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!

Figure 5: Creating a Geometry Representation

Note:
With Geometry Representation the design model geometry is solid, visible, and
available for selection. However, you cannot select or modify the individual features.
The model regenerates faster than Master Representation.

6. Activate the Master Rep of the drill assembly.

7. Close the View Manager.

8. Click File > Erase > Not Displayed > OK. You will notice the handle parts can be erased
from session even though you see the handle geometry on the screen.

Step 2. Create a simplified representation to simplify the gears.

We select the gears using the search tool and create a graphics representation.

1. Start the Search tool.

Pag
! e 6- 8 Creating Simplified Representations
!

2. Select the ATTRIBUTES tab. Select Name.


!
3. Look for Component.

4. Select is equal to as the comparison.

5. Enter *GEAR_SHAFT* as the value.

6. Click Find Now.

7. Click OK to confirm selecting the gear shaft parts.

8. Click View > Representation > Graphics Only.

9. Start the View Manager.

10. Create a new simplified representation. Enter GEARS_GRAPHICS_ONLY as the name.

Figure 6: Simplified Representation shown

Note:
Using Graphics Representation, the design model geometry is not solid or available
for selection. The model regenerates faster than Master or Geometry
Representation.

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!

11. Activate the Master Rep and close the View Manager.
!
Step 3. Create a simplified representation of the bolts.

We select the bolts using the search tool and create a symbolic representation.

1. Start the Search tool.

2. Select the ATTRIBUTES tab, Select Name.

3. Look for Part.

4. Select is equal to as the comparison.

5. Enter BOLT* as the value.

6. Click Find Now.

7. Click OK to confirm selecting all the bolts.

8. Click View > Representation > Symbolic Only.

9. Start the View Manager.

10. Create a new simplified representation. Enter BOLTS_SYMBOLIC as the name.

Figure 7: Symbolic Representation of the Bolts

Pag
! e 6- 10 Creating Simplified Representations
!

! Note:
You can turn off the display of point tags using the View > Display Settings >
Datum Display menu option.

Step 4. Create a simplified representation to exclude vendor components.

We create vendor information in the handle grip part. We now search for all plastic molded
components supplied by a specific vendor and create a simplified representation to remove them
from the assembly.

1. Select HANDLE_GRIP.PRT in the graphics window, and then open in a separate graphics
window.

2. Click Tools > Parameters.

3. Add a new parameter. Enter VENDOR as the name.

4. Select String as the type.

5. Enter PTC_MOLDS as the value.

6. Save the part and close the window. Activate the drill assembly window.

7. Start the Search tool.

8. Select the ATTRIBUTES tab. Select Expression.

9. Look for Part.

10. Select String as the type, and select Vendor as the symbol.

11. Select is equal to for comparison. Enter PTC_MOLDS as the value.

12. Click Find Now to search for all parts that match the vendor information that you entered.

13. Click OK to confirm selecting the handle grip and trigger parts.

14. Click View > Representation > Exclude.

15. Create a new simplified representation. Enter NO_MOLD_PLASTICS as the name.

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!

Figure 8: Removing Vendor Parts

16. Activate the Master Rep and close the View Manager.

Step 5. Create a simplified representation to exclude smaller bolts.

We search for bolts less than a certain size and create a simplified representation to exclude
them.

1. Start the Search tool.

2. Select the ATTRIBUTES tab. Look for parts and select Size.

3. Select Absolute as the type.

4. Select is less than or equal to for comparison. Enter 35 as the value.

5. Include all models.

6. Click Find Now to search for all parts that are less than the size value you entered.

Pag
! e 6- 12 Creating Simplified Representations
!

7. De-select CLUTCH_SPRING.PRT, PISTON_PIN.PRT and SWITCH.PRT. Confirm that only


! the bolts are selected.

8. Click OK to confirm selecting the bolts.

9. Create a new simplified representation named NO_SMALL_BOLTS to exclude the selected


bolts.

Figure 9: Removing Small Bolts

10. Activate the Master Rep and close the View Manager.

Step 6. Create a simplified representation to exclude the outer components.

We search for the covers, outer engine and carburetor components that are associated to a layer.
We then create a simplified representation to exclude them.

1. Start the Search tool.

2. Select the STATUS tab. Look for components and select Layer.

3. Select Included for comparison.

4. Select Outer_Components as the value.

5. Click Find Now to search for components associated to the OUTER_COMPONENTS layer.

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!

6. Create a new simplified representation named NO_OUTER_COMPONENTS to exclude the


! selected components.

Figure 10: Removing Components on a Layer

7. Activate the Master Rep and close the View Manager.

Step 7. Create a simplified representation using a geometry zone.

We create a geometry zone at the main handle. We create a simplified representation using the
zone to exclude the engine and carburetor assemblies.

1. Click Tools > Model Sectioning.

2. Create a new Zone. Enter HANDLE_ZONE as the name.

3. Select the handle plate surface, as shown in the following figure.

Pag
! e 6- 14 Creating Simplified Representations
!

Figure 11: Creating a Zone

4. Complete creating the zone.

5. Start the Search tool.

6. Select the GEOMETRY tab. Select Zone and look for the components.

7. Select Outside the Zone as the comparison.

8. Select the zone you just created as the value.

9. Click OK.

10. Create a new simplified representation named NO_ENGINE to exclude the selected
components.

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!

Figure 12: Using a Geometry Zone

Note:
The drill components were created referencing copy geometry features. Due to the
overall size of the skeleton, the copy geometry features contain datum planes and
axes larger in size than the solid components. If the copy geometry feature
intersects the defined zone, the component containing the copy geometry feature will
automatically be selected even if no solid geometry intersects the zone.

11. Activate the Master Rep and close the View Manager.

Step 8. Create a simplified representation to exclude the drill chuck geometry.

We select a location on the drill chuck assembly and define a radius. We create a simplified
representation using the drill chuck components encompassed by the radius and exclude them.

1. Start the Search tool.

2. Select the GEOMETRY tab. Look for parts and select Distance.

3. Select a vertex on the chuck collar part.

4. Select is less than as the comparison.

Pag
! e 6- 16 Creating Simplified Representations
!

5. Enter 30 as the value.


!

Figure 13: Defining the Radius

6. Click Find Now > OK to select the drill chuck components.

7. Create a new simplified representation named NO_DRILL_CHUCK to exclude the selected


components.

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!

Figure 14: Removing the Drill Chuck Assembly

8. Activate the Master Rep and close the View Manager.

Step 9. Create a simplified representation to remove exterior components.

We search for the exterior components of the drill assembly and create a simplified
representation to exclude them.

1. Start the Search tool.

2. From the GEOMETRY tab. Select Exterior Comps and look for the parts.

3. Select is equal to as the comparison.

4. Select 2 as the quality level value.

5. Complete the search.

6. Create a new simplified representation named NO_EXTERIOR_COMPS to exclude the


exterior components of the drill assembly.

Pag
! e 6- 18 Creating Simplified Representations
!

Figure 15: Removing the exterior components

7. Activate the Master Rep and close the View Manager.

8. Save the model.

9. Close all windows and erase all files from session.

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!

Summary
!

After successfully completing this module, you should know how to:

• Create simplified representations of complex assemblies.

• Define methods to select components when creating simplified representations.

Pag
! e 6- 20 Creating Simplified Representations
!

! Module

 Replacing and Substituting Components


Introduction
Pro/ENGINEER Wildfire enables you to replace existing components with design
variations that serve the same function within an assembly.

You can also substitute complex components with a simpler representative


model. The representative model contains critical design information and
references used by the original component with respect to the overall assembly
structure.

Objectives
After completing this module, you will be able to:

• Replace and substitute components in complex assemblies.

! Page 7-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 7: Replacing and Substituting Components

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day Three


!
Replacing and Modifying Managing
Pro/FICIENCY
Lectures Substituting Simplified Complex Project
Assessments
Components Representations Drawings

Modifying and
Replacing and Managing Applying the
Demos & Exercises Updating
Substituting Complex Top-down
Simplified
Components Drawings Design Process
Representations

Slide 2 © 2002 PTC

Duration

• Lecture: 10 mins

• Demos (2): 20 mins

• Labs (2): 60 mins

• Total: 1 hr 30 mins

!
!

Objectives
!
After completing this module, you will be able to:
¤ Replace and substitute components in complex assemblies.

Slide 3 © 2002 PTC

• Pro/ENGINEER Wildfire enables you to replace existing components with design


variations that serve the same function within an assembly.

• You can also substitute complex components with a simpler representative model.

• The representative model contains critical design information and references used by the
original component with respect to the overall assembly structure.

!
!

Replacing Components
!
Replace with design variations that serve the same function as the
original components.
¤ Using Family Table
¤ Using Functional Interchange

Slide 4 © 2002 PTC

• You can replace components with models that have a different design but serve the same function
in an assembly.

• You can easily incorporate design changes to an assembly structure at any stage in the product
development process.

• You can replace one instance with another from a family table of components. For example, you
can replace hex bolt instances with torx bolt instances from a family table of bolts.

• You can replace components using functional interchange components.

• You create reference tags in the original component and assign corresponding assembly
references in the functional interchange component.

Instructor FYI: Replacing components does not create a simplified representation.

Instructor Note: You can also replace components with a copy of the existing components.
For example, if you have bolt part assembled multiple times in an assembly and you want to
modify some of the bolts. You can replace the bolts you want to modify with a copy and
make the necessary modifications without affecting the other bolts.

!
!

Substituting Components
!
Substitute components with simple representative models.
¤ Using Envelope
l Create a shrinkwrap part

Slide 5 © 2002 PTC

• You can substitute complex components with simple representative models to reduce the file size
and regeneration time.

• Simple representative models are useful when you do not need geometry details for certain
components while working on other components in an assembly.

• You can create representative models of components using envelopes.

• You select the components that need to be simplified and create a shrinkwrap containing surfaces
or faceted solids to represent the design geometry.

• You can control the accuracy of the shrinkwrap by changing the quality level settings.

Instructor FYI: Substituting components creates a simplified representation.

!
!

Demonstrations
! ¤ Replacing Components
¤ Substituting Components

Slide 6 © 2002 PTC

In the following demonstration, I will show how to:

• Replace components using functional interchange components and family tables.

• Substitute complex components using envelopes.

You will repeat the same steps in the lab exercises.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Replace and substitute components in complex assemblies.

Slide 7 © 2002 PTC

!
!

! Module 7 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Replacing Components


Introduction
In this demonstration, we replace the existing side handle with a functional interchange part. We
also replace the hex bolts on the gear box and engine with torx bolts from a family table of bolts.

Objectives
After successfully completing this exercise, you will know how to:

• Replace components with design variations that serve the same function in an assembly.

Scenario
The design review team suggested design changes to the side handle due to safety issues. They
also recommended using torx bolts in place of hex bolts in the gear box and engine assemblies.
You replace the side handle part using a redesigned component that serves the same function as
the original side handle part. You also replace the hex bolts with torx bolt instances from a family
table containing various types of bolts.

Step 1. Open the drill assembly and review the handle side components.

We open the drill assembly. We review the existing and new handle side components.

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all the components from
memory. Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to C:\users\student\adv_assy_mgmt_330\module_07.

3. Click Tools > Options.

4. Open CONFIG.PRO and apply it.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 7-3
!

5. Open DRILL.ASM.
!
6. Select HANDLE_SIDE.PRT and open it in a new graphics window.

7. Review the design geometry and close the window.

8. Open SAFE_HANDLE_SIDE.PRT.

9. Review the design geometry and close the window.

Step 2. Create a new functional interchange assembly.

We create a new functional interchange assembly using handle side and safe handle side parts.

1. Create a new assembly. Select Interchange as the sub-type.

2. Enter HANDLE_INTERCHANGE as the name of the assembly.

3. Click Component > Add.

4. Open HANDLE_SIDE.PRT.

5. Add SAFE_HANDLE_SIDE.PRT as a functional component.

6. Fix the component to its current location to complete assembling it.

7. Click Done/Return.

8. Click Reference Tag to create reference tags.

9. Select Auto Tag.

10. Select HANDLE_SIDE.PRT as the interchange member to be auto tagged.

11. Open DRILL.ASM.

12. Zoom into the sub-window to see the references.

13. Enter GEARBOX_CYL_SURF as the tag name for the first reference highlighted in the drill
assembly.

Figure 1: First Reference Tag

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! e 7-4 Repl aci ng and Substi tuti ng Co m ponents
!

14. Enter GEARBOX_MATE_SURF as the tag name for the next reference highlighted in the
! drill assembly.

Figure 2: Second Reference Tag

15. Enter RIGHT_DTM_PLANE as the tag name for the next reference.

Figure 3: Third Reference Tag

16. Enter TOP_DTM_PLANE as the tag name for the next reference.

Figure 4: Fourth Reference Tag

17. Enter HANDLE_CYL_SURF as the tag name for the next reference.

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!

Figure 5: Fifth Reference Tag

18. Enter HANDLE_END_SURF as the tag name for the last reference.

Figure 6: Sixth Reference Tag

19. Click OK.

Step 3. Assign corresponding references in the safe handle side part.

We assign references in the safe handle side part corresponding to the reference tags created in
the handle side part.

1. Using the layer tree, unblank all layers.

2. Select the GEARBOX_CYL_SURF reference tag.

3. Select the corresponding surface on SAFE_HANDLE_SIDE.PRT, as shown in the following


figure.

Figure 7: Assigning the First Reference

Pag
! e 7-6 Repl aci ng and Substi tuti ng Co m ponents
!

4. Select the GEARBOX_MATE_SURF reference tag.


!
5. Select the corresponding surface on SAFE_HANDLE_SIDE.PRT, as shown in the following
figure.

Figure 8: Assigning the Second Reference

6. Select the RIGHT_DTM_PLANE reference tag and select the corresponding datum plane
RIGHT, as shown in the following figure.

Figure 9: Assigning the Third Reference

7. Select the TOP_DTM_PLANE reference tag. Select the corresponding datum plane TOP
shown in the following figure.

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!

Figure 10: Assigning the Fourth Reference

8. Select the HANDLE_CYL_SURF reference tag. Select the corresponding surface shown in
the following figure.

Figure 11: Assigning the fifth reference

9. Select the HANDLE_END_SURF reference tag. Select the corresponding surface shown in
the following figure.

Pag
! e 7-8 Repl aci ng and Substi tuti ng Co m ponents
!

Figure 12: Assigning the Sixth Reference

10. Note all tags should indicate ‘Y’. Click OK.

11. Save HANDLE_INTERCHANGE.ASM.

12. Blank all the layers.

Step 4. Replace the handle side part using the handle interchange assembly.

We switch to the drill assembly. We replace the handle side part in the drill assembly with the
safe handle side part using the handle interchange assembly.

1. Activate the DRILL.ASM window.

2. Select HANDLE_SIDE.PRT.

3. Click Edit > Replace.

4. Select Interchange as the replace method.

5. From the REPLACE COMP dialog box, open SAFE_HANDLE_SIDE.PRT as the selected
model.

6. Complete the component replacement.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 7-9
!

Figure 13: Replacing the Handle Side Part

Step 5. Replace the bolts in the gear box chuck and engine assemblies.

We search for all hex bolts used in the drill assembly and replace them with torx bolts from a
family table containing different types of bolts.

1. Start the Search tool.

2. Search for parts matching the name *5-18*.

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! e 7- 10 Replacing and Substituting Co mponents
!

Figure 14: Selecting Hex Bolts

3. Click OK.

4. Click Edit > Replace.

5. Select Family Table as the replace method.

6. From the REPLACE COMP dialog, open BOLT_5-18_T.PRT as the selected model.

7. Complete the component replacement.

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!

Figure 15: Replacing the Hex Bolts

8. Save the models.

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! e 7- 12 Replacing and Substituting Co mponents
!

! Exercise 2: Substituting Components


Objectives
After successfully completing this exercise, you will know how to:

• Substitute complex components with simple representative models.

Scenario
The design team that is working on the engine and carburetor sub-assemblies requires a
simplified drill assembly for their design tasks. You substitute the gear box components with a
lightweight representation to reduce the time to open and regenerate the drill assembly.

Step 1. Create a lightweight representation of the gear box components.

We create an envelope of the gear box components in the gear box chuck assembly.

1. Open DRILL.ASM, if it is not already opened.

2. Click Tools > Model Sectioning.

3. Create a new envelope. Enter GEARBOX_ENV as the name.

4. Select and include the following components from GEARBOX_CHUCK.ASM for the
envelope.

• GEARBOX_REAR.PRT

• PRIMARY_GEAR_SHAFT.PRT
• REDUCTION_GEAR_SHAFT.PRT

• GEARBOX_FRONT.PRT

• FINAL_GEAR_SHAFT.PRT

5. Select Surface Subset Shrinkwrap. Enter GEARBOX_SW as the name.

6. Select 5 as the quality level and complete creating the envelope.

7. Save DRILL.ASM.

Step 2. Review the envelope.

1. Open GEARBOX_SW.PRT.

2. If necessary set Blended Transparency as the model display setting.

3. Review the geometry. Notice that the design geometry is replaced with representative
surfaces.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 7-13
!

Figure 16: Gear Box Envelope Part

4. Using the navigator, note the total file size of the gear box components that you selected for
the envelope is 4.28MB. The file size of the gear box envelope part is 1 MB.

Step 3. Replace the gear box components with the envelope.

We select the gear box components in the gear box chuck assembly, and then we replace them
with the envelope that we just created.

1. Activate the DRILL.ASM window.

2. Select the following components.


• GEARBOX_REAR.PRT

• PRIMARY_GEAR_SHAFT.PRT

• REDUCTION_GEAR_SHAFT.PRT

• GEARBOX_FRONT.PRT

• FINAL_GEAR_SHAFT.PRT.

3. Click View > Substitute > Envelope.

4. Double-click GEARBOX_ENV and complete the substitution.

5. Create a new simplified representation named SIMPLE_GEARBOX.

Pag
! e 7- 14 Replacing and Substituting Co mponents
!

Figure 17: Substituting the Gear Box Components

Note:
The drill chuck sub-assembly, which is a child of the gear box chuck assembly is not
affected by substituting the gear box components with an envelope.

6. Activate the Master Rep and close the View Manager.

7. Save the model.

8. Close all windows and erase all files from session.

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!

Summary
!

After successfully completing this module, you should know how to:

• Replace and substitute components in complex assemblies.

Pag
! e 7- 16 Replacing and Substituting Co mponents
!

! Module

 Modifying Simplified Representations


Introduction
You can modify components in existing simplified representations by creating on-
demand simplified representations. By removing components that are no longer
required for a current design task, you can significantly reduce the regeneration
time.

You can use definition rules to create simplified representations that dynamically
update when adding or modifying components in the assembly structure.

Objectives
After completing this module, you will be able to:

• Modify components in simplified representations without retrieving the entire


assembly structure.

• Dynamically update simplified representations when adding or modifying


components.

! Page 8-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 8: Modifying Simplified Representations

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day Three


!

Replacing and Modifying Managing


Pro/FICIENCY
Lectures Substituting Simplified Complex Project
Assessments
Components Representations Drawings

Modifying and
Replacing and Managing Applying the
Demos & Exercises Updating
Substituting Complex Top-down
Simplified
Components Drawings Design Process
Representations

Slide 2 © 2002 PTC

Duration

• Lecture: 10 mins

• Demos (2): 20 mins

• Labs (2): 60 mins

• Total: 1 hr 30 mins

!
!

Objectives
!
After completing this module, you will be able to:
¤ Modify components in simplified representations without retrieving the
entire assembly structure.
¤ Dynamically update simplified representations when adding or modifying
components.

Slide 3 © 2002 PTC

• You can modify components in existing simplified representations by creating on-demand


simplified representations.

• You can remove components that are no longer required for the current design task,
therefore reducing the regeneration time.

• You can use definition rules, to create simplified representations that dynamically update
when adding or modifying components in the assembly structure.

!
!

Using On-demand Settings


!
Control information needed to modify components in simplified
representations.
¤ Attempt to Modify
¤ Attempt to Reference
¤ Erasing Retrieved Components

Slide 4 © 2002 PTC

• You can open a simplified representation of an assembly which helps reduce retrieval and
regeneration time.

• You can use on-demand settings to retrieve the master or geometry representation of components
that need to be modified in the current simplified representation. Pro/ENGINEER Wildfire erases
the retrieved component information from session when no longer required.

• You can enable on-demand settings to retrieve the Master or Geometry representation of a
component based on whether you are attempting to modify it or attempting to reference other
components in an assembly.

• For example, to edit the definition of an assembly component you can use a setting to retrieve the
geometry representation of the component, and the components that it references.

• When creating features or assembling new components you can use a setting to retrieve the master
representation that gives complete access to all the required design information.

• Pro/ENGINEER Wildfire can automatically erase components when you perform tasks such as
editing dimensions or creating new features.

• You can set the system to prompt you for confirmation before erasing components.

• When you perform a task such as measuring geometry you have to manually instruct the system to
clean the retrieved components from session.

!
!

Using Definition Rules


!
Dynamically update simplified representations when adding or
modifying components.
¤ Selecting Rule Action
¤ Defining Condition

Slide 5 © 2002 PTC

• You can set up definition rules when creating simplified representation of components in an
assembly.

• When you add or modify components in the assembly the system automatically updates the
simplified representation based on the rules that control the representation.

• To setup a definition rule:

• You first select an action that controls the components in the representation. For example, you
can exclude components or set components to a symbolic representation.

• You can create a search condition to select components for the representation. For example,
select all components matching a certain name or select all components less than a certain
size.

!
!

Demonstrations
! ¤ Modifying Simplified Representations Using On-demand Settings
¤ Updating Simplified Representations Using Definition Rules

Slide 6 © 2002 PTC

In the following demonstration, I will show how to:

• Modify components in a graphics representation of the drill assembly using various on-demand
settings.
• Setup definition rules that update simplified representations when adding and modifying
components in the drill assembly.

You will repeat the same steps in the lab exercises.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Modify components in simplified representations without retrieving the
entire assembly structure.
¤ Dynamically update simplified representations when adding or modifying
components.

Slide 7 © 2002 PTC

!
!

! Module 8 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Modifying Simplified Representations Using On-


demand Settings
Introduction
In this demonstration, we modify the handle components in a graphic representation of the drill
assembly using on-demand settings.

Objectives
After successfully completing this exercise, you will know how to:

• Modify components in simplified representations using on-demand assembly settings.

Scenario
Based on the recommendations of the design review team, you are required to modify the handle
components of the drill assembly. In order to reduce regeneration time, you apply on-demand
settings on a simplified representation of the drill assembly while making the modifications to the
handles.

Step 1. Open a simplified representation of the drill assembly.

We open a graphics representation of the drill assembly. Using the model tree, we add a column
to show the status of the components in the representation.

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all the components from
memory. Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to C:\users\student\adv_assy_mgmt_330\module_08.

3. Click File > Open and select DRILL.ASM.

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!

4. Click Open Rep and select Graphics Rep.


!
5. Check Enable On-Demand Updating and click OK.

Figure 1: Graphics Representation of the Drill Assembly

Note:
The drill chuck assembly which was saved with model display set to wireframe. All
the other components were saved with model display set to shaded. Hence when
you open the graphics representation of the drill, you see some components shaded
and others displayed in wireframe.

6. Add a column in the model tree. Select Simplified Reps as the Type. Display the current
representation.

7. Using the model tree, show the features using the tree filters.

Step 2. Edit the handle main and grip parts.

We set on-demand settings to retrieve the geometry representation of the drill assembly to edit
the handle main and grip parts. We measure the distance between two tabs on the handle main
part, and then edit the assembly placement of the handle grip part.
We create a new functional interchange assembly using handle side and safe handle side parts.

1. Click Tools > Assembly Settings > On Demand.

Pag
! e 8- 4 Modifying Simplified Representations
!

2. Clear the Retrieve Master On-Demand check box so that you cannot attempt to modify
! the components of the assembly.

3. Check Retrieve On-Demand and Geometry so that you can retrieve the geometry
representation of components when you are required to reference them.

4. Check Ask for Confirmation to confirm retrieval of the components.

5. Check Remove after Using and Erase after Using to automatically remove and erase
components from session when they are no longer required. Click OK.

6. Right-click HANDLE_MAIN.PRT and select Edit. Using the model tree, note that the
Geometry Rep of HANDLE_MAIN.ASM is retrieved to enable you to edit
HANDLE_MAIN.PRT.

7. Orient the model to the saved 3D_1 view.

8. Click Analysis > Measure.

9. Measure the distance between the handle tab surfaces, as shown in the following figure.

Figure 2: Measuring the Distance Between the Handle Tabs

10. Complete measuring the handle tabs.

11. In the ON-DEMAND SETTINGS dialog box, click Clean Expanded Comps > OK.

12. Orient the drill assembly to the default view.

13. Using the model tree, expand ARM_SIDE.ASM.

14. Select HANDLE_GRIP.PRT.

15. Select OK to regenerate before the dynamically retrieved components are erased from the
session.

16. Right-click HANDLE_GRIP.PRT and select Edit Definition. Notice the geometry
representation of the arm side assembly is retrieved into session.

17. Select the Mate Angle placement constraint. Change the offset value from –90 to 0.

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!

Figure 3: Editing the Placement of the Side Handle Grip

Note:
Pro/ENGINEER Wildfire automatically erases the dynamically retrieved components
after you finish editing the placement of the handle grip part in the arm side
assembly.

Step 3. Edit the components of the handle main assembly.

We activate On-Demand settings to retrieve the master representation of the drill assembly to edit
the handle main assembly components. We create rounds on the handle bracket part, assemble
pin parts to the handle main assembly, and then edit the distance between the handle tabs using
the Saved Analysis feature.

1. Click Tools > Assembly Settings > On Demand.

2. Check Retrieve Master On-Demand. Click OK.

3. Right-click HANDLE_BRACKET.PRT. Select Activate.

4. Select Ok to retrieve the Master Representation of the selected component.

5. Insert a round feature selecting the chain of edges, as shown in the following figure.

Pag
! e 8- 6 Modifying Simplified Representations
!

Figure 4: Selecting the Round Sets

Note:
Pro/ENGINEER Wildfire automatically erases the master representation of the
handle main assembly including the round feature that you created on the handle
bracket part.

6. Click Tools > Assembly Settings > On Demand.

7. Check Master for Attempt to Reference and uncheck Remove after Using and Erase
after Using. Click OK.

8. Activate HANDLE_MAIN.ASM.

9. Right-click HANDLE_BRACKET.PRT and select Edit.

10. Select Ok to retrieve the Master Representation of the selected component.

11. Assemble HANDLE_PIN.PRT to the hole on HANDLE_BRACKET.PRT, as shown in the


following figure.

Figure 5: Assigning the Second Reference

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!

12. Click Tools > Assembly Settings > On Demand.


!
13. Click Clean Expanded Comps > OK.

14. Activate the DRILL.ASM window.

15. Activate HANDLE_MAIN.PRT and retrieve the Master Rep of the component.

16. Edit the pattern of handle tabs. Change the distance between tabs from 60 to 65, as shown in
the following figure.

Figure 6: Editing the Distance between Handle Tabs

17. Regenerate DRILL.ASM.

18. Save the models.

19. Close all windows and erase all files from session.

Pag
! e 8- 8 Modifying Simplified Representations
!

! Exercise 2: Updating Simplified Representations Using


Definition Rules
Objectives
After successfully completing this exercise, you will know how to:

• Dynamically update simplified representations of an assembly using definition rules.

Scenario
You add and modify components of the handle, drill chuck, and recoil cover sub-assemblies. You
apply definition rules to update simplified representations of the drill assembly with the changes
made to the sub-assemblies.

Step 1. Create a definition rule to exclude the handle components.

We create a definition rule to exclude the handle components. We rename the Arm Side
assembly to Handle Side assembly. We observe that the system excludes the assembly based
on the rule.

1. Open DRILL.ASM.

2. Start the View Manager.

3. Create a new simplified representation. Enter NO_HANDLES as the name.

4. Right-click the NO_HANDLES representation. Select Redefine.

5. Select Setup Rule Actions icon and add a condition.

6. Select Exclude as the rule action for the NO_HANDLES representation.

7. Right-click on Undefined condition and select New to create a new condition. Enter
BY_NAME as the name of the condition.

8. Create a new search by name. Enter HANDLE* as the search value.

9. Complete the search and definition rule. Notice all the handle components are removed from
session.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 8-9
!

Figure 7: Removing the Handle Components

10. Complete redefining the NO_HANDLES representation.

11. Click File > Rename. Set the commands and settings to Select.

12. Using the model tree, select ARM_SIDE.ASM. Enter HANDLE_SIDE as the new name.

13. Regenerate DRILL.ASM. Notice that HANDLE_SIDE.ASM is removed based on the definition
rule that you just created. The system updated the NO_HANDLES representation by applying
the definition rule when you renamed ARM_SIDE.ASM to HANDLE_SIDE.ASM.

Figure 8: Removing the Handle Side Assembly

Pag
! e 8- 10 Modifying Simplified Representations
!

14. Activate the Master Rep.


!
Step 2. Create a definition rule to update a symbolic representation of bolts.

We create a definition rule to create a symbolic representation of bolts less than or equal to an
absolute size value of 35. We assemble bolts on the recoil cover assembly. Note that the system
updates the symbolic representation by adding the assembled bolts based on the definition rule.

1. Create a new simplified representation named BOLTS_SYMBOLIC.

2. Add a new condition named BY_SIZE. Select Symbolic Only as the rule action for the
representation.

3. Search for solid models less than or equal to an absolute size value of 35.

4. De-select all other parts except bolts from the search results.

5. Complete the search and definition rule.

6. Complete creating the symbolic representation.

Figure 9: Symbolic Representation of Bolts

7. Activate RECOIL.ASM.

8. Assemble the BOLT_4-15 instance of BOLT.PRT to the three holes in RECOIL.ASM.

9. Double-click the Bolt interface. Select the corresponding Mate and Insert references on the
RECOIL.ASM, as shown in the following figure.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 8-11
!

Figure 10: Selecting Assembly References

10. Notice that the assembled bolt is added to the BOLTS_SYMBOLIC representation based on
the definition rule that you created.

Figure 11: Symbolic Representation of Bolt

11. Repeat the above steps to assemble BOLT_4-15 onto the two remaining holes on
RECOIL_COVER.ASM. Notice that the bolts are automatically added to BOLTS_SYMBOLIC
representation based on the definition rule.

Figure 12: Bolts Added to Bolts_Symbolic Representation

12. Activate the Master Rep.

Step 3. Create a definition rule to update a graphics representation of the drill chuck assembly.

We create a definition rule to set the drill chuck components to a graphics representation as they
are assembled.

1. Select STD_BIT.PRT and Delete it from the Drill assembly.

2. Create a new simplified representation named DRILL_CHUCK_GRAPHICS.

3. Add a new condition named BY_DISTANCE. Select Graphics Rep as the rule action for
the representation.

4. Search for solid models less than a radius value of 30.

Pag
! e 8- 12 Modifying Simplified Representations
!

Figure 13: Defining the Radius

5. Complete the search and definition rule.

6. Complete creating the graphics representation.

Figure 14: Graphics Representation of the Drill Chuck Assembly

7. Activate the Master Rep.

8. Activate DRILL_CHUCK.ASM.

9. Assemble the generic STD_BIT.PRT.

10. Select the BIT_CSYS coordinate system on STD_BIT.PRT. Select the BIT_ALIGN coordinate
system in DRILL_CHUCK.ASM.

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!

Figure 15: Assembling the Bit to the Drill Chuck

11. Activate the DRILL_CHUCK_GRAPHICS representation. Notice that the STD_BIT.PRT is


added to the DRILL_CHUCK_GRAPHICS representation based on the definition rule you
created.

Figure 16: Updating the Drill_Chuck_Graphics Representation

12. Activate the Master Rep.

13. Save the models.

14. Close all windows and erase all files from session.

Pag
! e 8- 14 Modifying Simplified Representations
!

! Summary
After successfully completing this module, you should know how to:

• Modify components in simplified representations without retrieving the entire assembly


structure.
• Dynamically update simplified representations when adding or modifying components.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 8-15
!

!
!

! Module

 Managing Complex Drawings


Introduction
Complex drawings contain views with complex geometry and many detail items
such as dimensions, notes, and tables.

You can apply various configuration options to control the geometry display in
complex drawings. You can use simplified representations of drawings and
design models to reduce the time required to open and regenerate complex
drawings.

Objectives
After completing this module, you will be able to:

• Reduce the amount of detail items in drawings.

• Reduce the time required to open, repaint and regenerate drawings.

! Page 9-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 9: Managing Complex Drawings

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day Three


!

Replacing and Modifying Managing


Pro/FICIENCY
Lectures Substituting Simplified Complex Project
Assessments
Components Representations Drawings

Modifying and
Replacing and Managing Applying the
Demos & Exercises Updating
Substituting Complex Top-down
Simplified
Components Drawings Design Process
Representations

Slide 2 © 2002 PTC

Duration

• Lecture: 10 mins

• Demos (1): 20 mins

• Labs (1): 60 mins

• Total: 1 hr 30 mins

!
!

Objectives
!
After completing this module, you will be able to:
¤ Reduce the amount of detail items in drawings.
¤ Reduce the time required to open, repaint and regenerate drawings.

Slide 3 © 2002 PTC

• Complex drawings contain views with complex geometry and large number of detail items
such as dimensions, notes, and tables.

• You can apply various configuration options to control geometry display in complex
drawings.

• You can use simplified representations of drawings and design models to reduce the time
required to open and regenerate complex drawings.

!
!

Using Configuration Options


!
Control geometry display when adding and modifying views.
¤ auto_regen_views
¤ display_in_adding_view
¤ disp_trimetric_dwg_mode_view
¤ save_display

Slide 4 © 2002 PTC

• You can control the display of design geometry when creating new views or modifying existing
views using various configuration options.

• When auto_regen_views is set to No, you can manually select the views to regenerate whenever
design changes are made to the active model.

• The auto_regen_views options reduces regeneration time by preventing the system from
regeneration all the views in all sheets that use the design model.

• The display_in_adding_view controls the display mode of new views that are added to the sheet.

• When set to minimal_wireframe, the system displays geometry in minimal wireframe.

• The disp_trimetric_dwg_mode_view when set to no, prompts the system not to display the
geometry until you complete orienting the view that is being added.

• The save_display – when when set to yes, prompts the system to save the geometry display of all
the views when a drawing is saved.

• You can then open the drawing in a view only mode without retrieving the design models in
session.

• When you retrieve the view only mode of a drawing, you can see the geometry in views but cannot
modify them.

!
!

Using Simplified Representations


!
Reduce the amount of detail displayed in views by using simplified
representations.
¤ Using representations from
design models.
¤ Creating drawing representations.

Slide 5 © 2002 PTC

• You can reduce the amount of detail in views by using simplified representations stored in design
models or creating new drawing representations.

• You can change the display state of views by replacing the master representation of the active
design model with a simplified representation stored in the model.

• You can create simplified representations in the drawing to display and erase views by defining a
set of commands that the system has to execute.

• For example, erase all views in sheets 1 and 2 of the drawing.

!
!

Demonstration
! ¤ Managing Complex Drawings

Slide 6 © 2002 PTC

In the following demonstration, I will show how to use various configuration options and simplified
representations to control geometry display and detail in complex drawing views.

You will repeat the same steps in the lab exercises.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Reduce the amount of detail items in drawings.
¤ Reduce the time required to open, repaint and regenerate drawings.

Slide 7 © 2002 PTC

!
!

! Module 9 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Managing Complex Drawings


Introduction
In this demonstration, we set various configuration options to control the display of the detailed
views of the drill assembly. We create simplified representations of the drawing and use existing
representations of the drill assembly to reduce retrieval and regeneration time.

Objectives
After successfully completing this exercise, you will know how to:

• Reduce the amount of detail items displayed in the drawing views using configuration
options.

• Reduce retrieval and regeneration time using simplified representations.

Scenario
You have completed the design of the drill assembly. You have also completed documenting the
design using a production drawing. Now, you use various techniques to simplify the drawing so
that it requires less time to open and regenerate.

Step 1. Create views of the drill assembly.

We open the drill production drawing. Then, in order to reduce the repaint and regeneration time,
we create views of the top-level drill assembly using various configuration options.

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all the components from
memory. Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to C:\users\student\adv_assy_mgmt_330\module_09.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 9-3
!

3. Open DRILL.ASM. Review the components.


!
4. Open DRILL.DRW.

5. Note that drawing has a total of 4 sheets. Note the amount of detail displayed in the views.
Turn off the display of datum features and repaint the views.

6. Navigate to the first sheet and set the current drawing model to DRILL.

7. Create a general view of the drill assembly. Click Insert > Drawing View > General >
Full View > No Xsec > Unexploded > No Scale > Done.

8. Select a point on the center of the drawing sheet to place the view.

9. Set the view orientation to FRONT saved view. Note the clutter due to amount of detail
displayed in the view.

Figure 1: General View of the Drill Assembly

10. Edit the scale of the drawing sheet to a value of 0.25.

11. Right-click the general view. Select Delete. Repaint the views.

12. Click Tools > Options.

13. Add the auto_regen_views configuration option. Select No as the value. This will enable
you to manually regenerate views to update them.

14. Add the display_in_adding_view configuration option. Select minimal_wireframe as


the value. This will set the display to wireframe when adding views.

Pag
! e 9- 4 Managing Co mplex Drawings
!

15. Click OK to apply the options. Close the OPTIONS dialog box.
!
16. Insert the general view of the drill assembly again. Note that the view is displayed in
wireframe, and that it is quicker to insert than the previous time.

Figure 2: General View Set to Wireframe Display

17. Add disp_trimetric_dwg_mode_view as the configuration. Select No as the value. This


will hide the model until the view being inserted is oriented using a saved view.

18. Insert the general view of the drill assembly once again. Note that the geometry is not
displayed until you orient the view to FRONT saved view. This view is inserted quicker than
the previous two times.

19. Right-click the general view. Select Properties.

20. Change the view display properties to reduce the geometry details. Click View Disp > No
Hidden > No Qlt HLR > No Disp Tan > Hide Skeleton > Done.

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!

Figure 3: Changing the View Display

21. Right-click the general view. Clear Lock View Movement to move the view freely around
the sheet.

22. Insert the projection views based off the general view and another general view oriented to
the 3D_1 saved view. Change the view display to reduce geometry details using the same
properties as the first general view.

Pag
! e 9- 6 Managing Co mplex Drawings
!

Figure 4: Creating Additional Views of the Drill Assembly

Step 2. Apply simplified representations of the drill assembly to the drawing views.

We reduce geometry details and the regeneration time of the drawing views by applying
simplified representations stored in the drill assembly.

1. Right-click the first general view and select Properties.

2. Select View State to change the state of the view using a simplified representation. Note
that all views based off the general are also highlighted.

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!

Figure 5: Changing the View States

3. Confirm changing the view state.

4. Select the NO_COVERS simplified representation for the new view state.

Figure 6: Applying the NO_COVERS simplified representation

Pag
! e 9- 8 Managing Co mplex Drawings
!

5. Change the view state of the other general views to display only internal components, using
! the internal simplified representation.

Figure 7: Applying the Internal Simplified Representation

Step 3. Create simplified representations of the drawing.

We create simplified representations of the drawing to exclude views, sheets and other detail
items. This will reduce the time required to open and regenerate the drawing.

1. Navigate to Sheet 3 and change the view properties to remove hidden lines and tangent
lines, and to hide skeletons.

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!

Figure 8: Changing View Display Properties of the Engine Assembly

2. Click Tools > Drawing Representation.

3. Create a new drawing representation. Enter ENGINE_PISTON as the name.

4. From the DRAWING REP dialog box, select VIEW DISPLAY tab.

5. Add a command to erase the Individual views of the engine, as shown in the following
figure.

Pag
! e 9- 10 Managing Co mplex Drawings
!

Figure 9: Erasing Individual Views

6. Middle-click to finish selecting the views and complete adding the command.

7. Add another command to erase all views in Sheets 1 and 2.

8. Select the DRAWING DISPLAY tab.

9. Check Go to Sheet. Select 4 for the drawing location.

10. Check Go to Center of View. Select the view shown in the following figure.

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!

Figure 10: Navigating to a Specific View in a Sheet

11. Complete creating the drawing representation.

12. Create another new drawing representation. Enter ENGINE_ONLY as the name.

13. To add view display commands, navigate to Sheet 3 in the DRAWING REP dialog box.

14. Delete all existing commands.

15. Select DISPLAY.

16. Add a command to display the unexploded individual views of the engine assembly, as
shown in the following figure.

Pag
! e 9- 12 Managing Co mplex Drawings
!

Figure 11: Displaying the Engine Views

17. Select ERASE.

18. Add a command to erase all views on Sheets 1, 2 and 4.

19. Add a command to erase the view of the exploded type. Select ENGINE.ASM as the model to
erase.

20. Select the DRAWING DISPLAY tab.

21. Select Go to Sheet. Select 3.

22. Select Updating for the table preferences.

23. Complete creating the drawing representation.

24. Execute the ALL_VIEWS drawing representation to display all views in the drawing sheets.

25. Execute the ENGINE_PISTON drawing representation. Note that the system erased all views
on Sheets 1 and 2, erased the engine views, and zoomed the general view of the piston.

! Adva nced A ssemb ly Man agement w ith P ro/ E NG IN E E R Wild fi re Page 9-13
!

Figure 12: Engine_Piston Drawing Representation

26. Execute the ENGINE_ONLY drawing representation. Note that only the views of the engine
assembly are displayed.

Pag
! e 9- 14 Managing Co mplex Drawings
!

Figure 13: Engine_Only Representation

Step 4. Open a view only representation of the drawing.

We save the geometry display of all views in the drawing using a configuration option. Then, we
retrieve the drawing in the view only mode to reduce the retrieval time. We will not be able to
modify the drawing in the view only mode.

1. To store view geometry and dimensions, set the save_display configuration option to Yes
when saving the drawing.

2. Save DRILL.DRW.

3. Close all windows and erase all files from session.

4. Open DRILL.DRW as a view only mode. Note how quickly the drawing is retrieved. Note that
there are no models retrieved in session.

Note:
You cannot modify a drawing in the View Only mode. You can retrieve the required
models after opening the drawing in order to make modifications.

5. Close the window and erase the drawing from session.

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Summary
!

After successfully completing this module, you should know how to:

• Reduce the amount of detail items in drawings.

• Reduce the time required to open, repaint and regenerate drawings.

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! Module

 Project
Introduction
In this module, you apply the top-down design product development process.
You use the concepts and techniques learned in the course to complete the hand
oil pump assembly.

Objectives
After completing this module, you will be able to:

• Apply the top-down design process in designing assemblies.

! Page 10-1
!

Advanced Assembly Management with


Pro/ENGINEER Wildfire
Module 10: Project

Instructor Preparation

Before teaching Advanced Assembly Management with Pro/ENGINEER Wildfire , you must
read and thoroughly understand the following materials:
• General Information
• Review Pro/ENGINEER Wildfire primer site at http://rdweb.ptc.com/primer/

• Pro/ENGINEER Wildfire Documentation


• Review Pro/ENGINEER Wildfire documentation in Windmill, located in
/GS Training Materials/Domain Knowledge/Create/ProENGINEER/Core Concepts

• Pro/ENGINEER Wildfire Foundation (Prerequisite)


• Must be certified to teach Pro/ENGINEER Wildfire Foundation training course before
teaching this course.

• Pro/ENGINEER Wildfire Managing Assemblies


• Review materials in Windmill, located in
/GS Ed Srvcs Operations/GS Education Library/Instructor Materials/Instructor Kits/EN
/T976-330-Instructor_Kit-EN

Note: Pro/ENGINEER Wildfire Build Code 2002490 was used in developing the course materials.
You must use Build Code 2002490 or higher if available, to teach this course.

!
!

Lesson Activities – Day Three


!

Replacing and Modifying Managing


Pro/FICIENCY
Lectures Substituting Simplified Complex Project
Assessments
Components Representations Drawings

Modifying and
Replacing and Managing Applying the
Demos & Exercises Updating
Substituting Complex Top-down
Simplified
Components Drawings Design Process
Representations

Slide 2 © 2002 PTC

Duration

• Labs (1): 90 mins

• Total: 1 hr 30 mins

Instructor Note:
Students can take this project home to complete. Mention to them that there will be a
Pro/FICIENCY performance problem that they can take based on this project.

!
!

Objectives
!
After completing this module, you will be able to:
¤ Apply the top-down design process in designing assemblies.

Slide 3 © 2002 PTC

• In this module, you apply the top-down design product development process to design a
hand oil pump assembly.

• You use the concepts and techniques learned in the course to complete the hand oil pump
design.

!
!

Lab Exercise
! ¤ Applying the Top-down Design Process

Slide 4 © 2002 PTC

You are assigned a project to design a hand oil pump assembly using Pro/ENGINEER Wildfire.

You start the design by creating skeletons that form the framework of the assembly.

You assemble the skeletons using mechanism connections to simulate motion in the assembly.

You then share geometry and references from the skeletons to create the components of the assembly.

!
!

Summary
!
After successfully completing this module, you should know how to:
¤ Apply the top-down design process in designing assemblies.

Slide 5 © 2002 PTC

!
!

! Module 10 Lab Exercises


Demonstration Instructions
Preparation
Complete the following tasks before running this demo for customers:

• Practice running the demo so you can easily complete it.

• Check for and review the errata sheet for this course.

• Use Pro/ENGINEER Wildfire build code 2002490 or later.

• Download and install the class files adv_assy_mgmt_330.tar.gz as described in the


classroom setup notes.

Exercise 1: Applying the Top-down Design Process


Introduction
In this exercise, you apply the top-down design process to design a hand oil pump assembly. The
instructions in following exercises are not detailed, but they provided enough direction to apply
the concepts learned in the course.

Objectives
After successfully completing this exercise, you will know how to:

• Design assemblies using the top-down design process.

Scenario
You are assigned a project to design a hand oil pump assembly using Pro/ENGINEER Wildfire.
You start the design by creating skeletons that form the framework of the assembly.
You assemble the skeletons using mechanism connections to simulate motion in the assembly.
You also share geometry and references from the skeletons to create the components of the
assembly.

Step 1. Create a new assembly.

1. If Pro/ENGINEER Wildfire is open, close all windows and erase all the components from
memory. Otherwise, start Pro/ENGINEER Wildfire.

2. Change the working directory to:


C:\users\student\adv_assy_mgmt_330\module_10\

3. Create a new assembly named HAND_PUMP.

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!

! Note:
Do not use the default template. Use Inches as the system of units for the model.

Step 2. Create skeleton models.

1. Create a new skeleton model named BASE_CYL_SKEL.PRT, using the start part that
uses inches as the system of units.

Figure 1: Creating the Base Cylinder Skeleton

2. Set the multiple_skeletons_allowed option to yes.

3. Create a new skeleton model named PIST_ROD_SKEL.PRT using the start part that uses
inches as the system of units.

4. Assemble the component at the default location.

5. Create two more skeleton models named HANDLE_SKEL.PRT and LINK_SKEL.PRT


locating them with the default constraint.

Figure 2: Creating the Handle and Link Skeletons

Step 3. Create solid models.

1. Create a new part named BASE_CYL using the standard start template.

2. Assemble the part at the default location.

3. Create three more parts named PIST_ROD, HANDLE, and LINK assembling them at the
default location.

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Figure 3: Creating solid parts

4. Save the assembly.

Step 4. Create Base_Cyl skeleton model.

1. Open BASE_CYL_SKEL.PRT.

2. Create a datum axis named CYL_AXIS.

Figure 4: Creating a datum axis

3. Extrude a surface as show in the following figure.

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Figure 5: Extruding a surface

4. Create a datum axis named CYL_LINK normal to datum plane FRONT, and located 3.25
from datum plane RIGHT and 0.5 from datum plane TOP.

Figure 6: Creating the datum axis

Step 5. Create Publish Geometry features and complete the skeleton geometry.

1. Create a publish geometry feature named BASE_CYL_PUB.

2. Select the cylindrical surface and datum axes CYL_AXIS and CYL_LINK as the references.

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Figure 7: Creating the publish geometry feature

3. Save the model and close the window.

Step 6. Create the Piston Rod skeleton model.

1. Open PIST_ROD_SKEL.PRT.

2. Create a datum axis named PIST_CYL_AXIS.

Figure 8: Creating the datum axis

3. Create a sketched datum curve using a straight line as the section.

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Figure 9: Creating the datum curve

4. Create a datum plane named PISTON_END through the lower vertex of the datum curve.

Figure 10: Creating the datum plane

5. Create a Copy Geometry from Other Model. Select open, choose BASE_CYL_SKEL, locate
it with the Default option, and select the cylindrical quilt to be copied.

6. Trim the cylindrical surface using the datum plane PISTON_END as the trim reference. Keep
the lower portion of the quilt as shown in the following figure.

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Figure 11: Trimming the surface

Step 7. Create a datum point and axis.

1. Create a datum point on the end of the datum curve.

Figure 12: Creating a datum point

2. Create a datum axis named PISTON_ROD_PIVOT through the datum point that you
previously created and normal to datum plane FRONT.

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Figure 13: Creating the datum axis

Step 8. Create a Publish Geometry feature.

1. Create a publish geometry feature named PIST_ROD_PUB.

2. Select the base cylindrical surface, datum axes PIST_CYL_AXIS and PIST_ROD_PIVOT,
datum plane PISTON_END, and the sketched datum curve as references.

3. Save the model and close the window.

Step 9. Create features in the Handle skeleton part.

1. Open HANDLE_SKEL.PRT

2. Create a datum axis named HANDLE_PIVOT.

Figure 14: Creating the datum axis

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3. Create a sketched datum curve.


!

Figure 15: Creating the datum curve

4. Create a datum axis named HANDLE_LINK.

Figure 16: Creating the datum axis

5. Create a datum point named HANDLE_PNT on the end of the sketched datum curve.

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Figure 17: Creating the datum point

Step 10. Create a Publish Geometry feature.

1. Create a publish geometry feature named HANDLE_PUB.

2. Select datum axes HANDLE_LINK and HANDLE_PIVOT, datum point HANDLE_PNT and
the sketched datum curve as references.

3. Save the model and close the window.

Step 11. Create features in the Link skeleton part.

1. Open LINK_SKEL.PRT

2. Create a Datum Axis named LINK1.

Figure 18: Creating the datum axis

3. Create the sketched datum curve.

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Figure 19: Creating the datum curve

4. Create a datum point on the rightmost vertex of the sketched datum curve.

Figure 20: Creating the datum point

5. Create a datum axis named LINK2.

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Figure 21: Creating the datum axis

Step 12. Create a Publish Geometry feature.

1. Create a publish geometry feature named LINK_PUB.

2. Select datum axes LINK1 and LINK2, and the sketched datum curve as references.

3. Save the model and close the window.

Step 13. Edit the placement of Piston Rod skeleton part.

1. Activate the HAND_PUMP assembly window.

2. Edit the definition of PIST_ROD_SKEL.PRT.

3. Remove the default constraint.

4. Create a slider connection, and select datum axes CYL_AXIS and PIST_CYL_AXIS as the
alignment references.

5. Select datum plane FRONT in BASE_CYL_SKEL.PRT and PISTON_ROD_SKEL.PRT as the


rotation references.

Step 14. Create a mechanism connection on the Handle skeleton part.

1. Edit the definition of HANDLE_SKEL.PRT and add a Pin connection.

2. Select datum axes HANDLE_PIVOT and PIST_ROD_PIVOT as the alignment references.

3. Select datum plane front from the HANDLE_SKEL.PRT and PIST_ROD_SKEL.PRT as the
rotation references.

Step 15. Create the final mechanism connections.

1. Edit the definition of LINK_SKEL.PRT.

2. Remove the default constraint and create a Pin connection.

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3. Select datum axes LINK2 and HANDLE_LINK for the axis alignment.
!
4. Select the FRONT datum planes from the LINK_SKEL.PRT and the HANDLE_SKEL.PRT as
rotation references.

5. Create a Cylinder connection.

6. Select datum axes LINK1 and CYL_LINK for the axis alignment.

Step 16. Verify the mechanism.

1. Select datum point HANDLE_PNT and drag the mechanism. The Handle should pivot on the
link, causing the Piston_Rod to move up and down.

Figure 22: Dragging the mechanism

2. Drag the Handle to locate as shown in the following figure.

Figure 23: Dragging the handle

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!

3. Using the model tree, display the features.


!
Step 17. Edit the definition of the parts to reference their respective skeleton models.

1. Edit the definition of the PIST_ROD.prt.

2. Remove the default constraint, and add a coordinate system constraint.

3. Choose the default coordinate system from the PIST_ROD.prt and the PIST_ROD_SKEL.prt.

4. Repeat this procedure for the HANDLE.prt and the LINK.prt.

Figure 24: Editing the definition of the solid parts

Step 18. Create a Copy Geometry feature to transfer geometry from the skeleton to the part
model.

1. Create a copy geometry feature in the BASE_CYL.PRT.

2. Select publish geometry feature BASE_CYL_PUB as the reference.

Step 19. Create a Copy Geometry feature to transfer geometry from the Piston Rod skeleton to
the Piston Rod part.

1. Create a copy geometry feature in PIST_ROD.PRT.

2. Select the publish geometry feature PIST_ROD_PUB as the reference.

Step 20. Create a Copy Geometry feature to transfer geometry from the skeleton to the part
model.

1. Create a copy geometry feature in HANDLE.PRT.

2. Select publish geometry feature HANDLE_PUB as the reference.

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Step 21. Create a Copy Geometry feature to transfer geometry from the skeleton to the part
! model.

1. Create a copy geometry feature in LINK.PRT.

2. Select publish geometry feature LINK_PUB as the reference. Save the assembly.

Step 22. Create solid features on the Base_Cyl part.

1. Open BASE_CYL.PRT.

2. Start the thicken tool and select the cylindrical surface quilt. Thicken towards the outside with
a value of 0.25.

Figure 25: Creating the protrusion

3. Extrude a solid protrusion, by sketching on the FRONT datum plane. Align to axis CYL_LINK,
and extrude both sides.

Figure 26: Creating the protrusion

4. Create a round with a radius of 0.5.

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!

Figure 27: Creating the round

5. Create a coaxial hole.

Figure 28: Creating the hole

6. Blank the PRT_ALL_SURFACES layer and repaint the screen.

7. Save the layer status.

8. Save the model and close the window.

Step 23. Create solid features in the Piston Rod part.

1. Open PIST_ROD.PRT.

2. Extrude a protrusion using datum plane TOP as the sketching plane. Extrude up to datum
plane PISTON_END. Enter 1 as the diameter value.

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Figure 29: Creating the protrusion

3. Extrude another protrusion. Sketch on datum plane PISTON_END and reference the
cylindrical surface. Enter 2 as the depth.

Figure 30: Creating the protrusion

4. Blank the PRT_ALL_SURFACES layer, repaint the screen and save the status.

5. Extrude another solid protrusion. Sketch on the FRONT datum plane and reference the
PIST_ROD_PIVOT axis. Extrude both sides symmetrically using a depth of 1.5.

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!

Figure 31: Creating the protrusion

6. Extrude a cut. Sketch on the FRONT datum plane. Extrude both sides symmetrically using a
depth of 0.5.

Figure 32: Creating the cut

7. Create a coaxial hole.

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Figure 33: Creating the hole

8. Save the model and close the window.

Step 24. Create solid features on the Handle part.

1. Open HANDLE.PRT.

2. Extrude a solid protrusion. Sketch on datum plane FRONT, reference the HANDLE_PIVOT
axis and PNT0. Extrude both sides with a depth of 0.5.

Figure 34: Creating the protrusion

3. Extrude another solid protrusion. (The overall length of the Handle is left unchanged.)

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Figure 35: Creating the protrusion

4. Create two coaxial holes.

Figure 36: Creating the holes

5. Save the model and close the window.

Step 25. Create solid features on the Link part.

1. Open LINK.PRT.

2. Extrude a solid protrusion. Sketch on datum plane FRONT, reference LINK1 and LINK2 axes
for arc centers. Extrude both sides using a depth of 1.0.

Figure 37: Creating the protrusion

3. Create two cut features.

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Figure 38: Creating the cuts

4. Create two coaxial holes.

Figure 39: Creating the holes

5. Create a round.

Figure 40: Creating the round

6. Save the model and close the window.

Step 26. Verify the mechanism.

1. Activate the assembly window.

2. Hide the following skeleton models.

Figure 41: Hiding the skeletons

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!

3. Open BASE_CYL.PRT. Create a semi-transparent color appearance. Apply to the part and
! the ‘bore’ surfaces.

4. Create additional color appearances for the PIST_ROD and the HANDLE.

5. Turn off display of all datum features.

6. Save the model and close the window.

7. Activate the assembly window.

Figure 42: Completed hand pump assembly

8. Drag the HANDLE part.

9. The assembly should move to various positions, as shown in the following figure.

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Figure 43: Dragging the handle part

Step 27. Create a motor to simulate motion.

1. Create a servo motor named PUMP_HANDLE.

2. Select datum point HANDLE_PNT as the driven entity.

3. Select datum plane ASM_TOP as the reference entity.

4. Set the motor profile. Select Position as specification, and use a Cosine magnitude, as
shown in the following figure.

Figure 44: Setting the motor profile

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!

5. Graph the motor profile.


!

Figure 45: Graphing the motor profile

6. Drag to position the assembly, as shown in the following figure. Note the driver appears as a
‘swirl’ icon.

Figure 46: Dragging the assembly

7. Create a new analysis called PUMP_ANALYSIS.

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8. Select Repeated Assembly as the analysis Type.


!
Note:
Repeated Assembly is a simpler type of a kinematic analysis.

9. Accept the remaining defaults and run the analysis to simulate motion.

Step 28. View motion results and check for interference.

1. Play back the results and check for global interference.

2. Note the interference highlighted in red between the HANDLE and the PISTON ROD.

3. Save all the models.

4. Close all windows and erase all files from the session.

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!

Summary
!

After successfully completing this module, you should know how to:

• Apply the top-down design process in designing assemblies.

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