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PTCFIRST Pro/ENGINEERWildfire4.

0 HandsOnWorkshop

WORKSHOPUSEONLY
Pleasedonotwritenotesinthisbookorremove fromtheworkshop.Itwillbeusedbyallparticipants.

FIRSTHandsOnWorkshop

TableofContents
FRCandFTCGettingStartedInformation.........................................................5
PTCisofferingFREEsoftwaretoallFIRSTteams!..............................................................5

2DConceptSketching......................................................................................... 6
SimpleSketchwithMotion................................................................................................. 6 ScissorJackSketch.............................................................................................................. 9 2DLayoutin3D................................................................................................................. 19

PartModeling................................................................................................... 28
PTCUTrainingModeling................................................................................................. 28 CreateSplineBoss............................................................................................................. 28 CreateCenterFlange........................................................................................................ 37 CreateKeyBoss................................................................................................................. 38 CreateMountingHoles..................................................................................................... 43 AddDraft,ChamferandFillet........................................................................................... 45 ModelInformation............................................................................................................ 48

SheetMetal....................................................................................................... 51
PTCUTrainingSheetMetalDesign................................................................................51 CreateBentGeometry...................................................................................................... 51 Copy&Paste..................................................................................................................... 54 CreateFlatGeometry ........................................................................................................ 55 BendBack.......................................................................................................................... 65 FlatPattern....................................................................................................................... 66

DataExchange ................................................................................................... 67
OpeningNonPro/ENGINEER3DFiles(STEP)...................................................................67 AddingNonPro/ENINGEER3DFiles(STEP)toanExistingModel....................................69 FIRSTHandsOnWorkshop Page1

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OpeningNonPro/ENGINEER2DFiles(DXF).....................................................................71

PartDrawing..................................................................................................... 74
PTCUTrainingDetailing.................................................................................................. 74 CreateaPartDrawing....................................................................................................... 74 AddAdditionalViews........................................................................................................ 80 AddDimensionsandNotes............................................................................................... 83

Assembly........................................................................................................... 90
PTCUTrainingAssemblies ............................................................................................... 90 WheelAssembly ................................................................................................................ 91 ExplodeState.................................................................................................................. 100 FrameSubassembly........................................................................................................ 102 AssemblyChallengeCompletetheFrameSubassembly.............................................115 AssemblyChallengeFrameTopLevelAssembly..........................................................119 AssemblyTools............................................................................................................... 123 CrossSections................................................................................................................. 124 MassProperties.............................................................................................................. 125 InterferenceChecking..................................................................................................... 126 ReplaceComponents...................................................................................................... 128

AssemblyDrawing........................................................................................... 132
PTCUTrainingDetailing............................................................................................... 132 CreateanAssemblyDrawingwithBOMReport.............................................................132 AssemblyDrawingChallenge.......................................................................................... 138

MechanismDesign.......................................................................................... 140
PTCUTrainingMechanismDesign...............................................................................140 PinJoints......................................................................................................................... 141

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SliderJoint....................................................................................................................... 147 MechanismDesign.......................................................................................................... 151

ProjectLinkDocumentManagement..............................................................156
PTCUTrainingWindchillProjectLink............................................................................156 FoldersorDocumentsManagement..............................................................................157 CollaborationwiththeProjectTeam..............................................................................159 DocumentChangeManagement.................................................................................... 161

ProjectLinkCADDataManagement................................................................163
PTCUTrainingWindchillProjectLink............................................................................163 RegisterWindchillServerinPro/ENGINEER...................................................................164 CheckCADDataintoWindchill....................................................................................... 168 CADDataManagement.................................................................................................. 169 Viewing3DCADinProductView..................................................................................... 171

Appendix......................................................................................................... 174
PTCUSkillAssessments................................................................................................... 174 Pro/ENGINEERWildfire4.0QuickReferenceCard.........................................................174

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CADFiles
TheCADfilesrequiredforthistutorialcanbedownloadedfromthislocation: http://download.ptc.com/company/community/first/ptc_first_how_edu.zip

DocumentFormat&Printing
Thisdocumentissetuptobeprintedwith(2)pagespersheettominimizethetotal numberofprintedpages.Ifavailable,pleasesetupyourprinterfordoublesidedand multipageprinting.

Conventions
Informationisprovidedatthestartofmanytasks. Tipsareprovidedalongtheway,withtimesavingoralternatetechniques. Notesareprovidedwithadditionalusefuldetails,whichmaynotberequiredto completethetutorial. MenucommandsareshowninBold Thecommacharacter,isasaseparatorbetweencommands Iconsareshowninlinewithcommandtext KeyboardkeysareshowninBoldCAPS Theleft,middleandrightmousebuttonsarereferredtoasLMB,MMB,RMB

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FRCandFTCGettingStartedInformation
PTCisofferingFREEsoftwaretoallFIRSTteams!
Thissoftwarewillhelpyoudesignyourrobotmoreefficiently,andhelpyoucollaborate moreeffectivelywithyourteam.

AvailableSoftware
Pro/ENGINEERPTCintegrated3DCAD/CAM/CAEsoftware MathcadPTCsEngineeringCalculationsoftware WindchillPTCsCollaborationandDataManagementsoftware ProductviewPTCsVisualCollaborationsoftware

ResourcesforFIRSTTeams
QuickGettingStartedGuide DetailedGettingStartedGuide Downloadthe2009FRCand2008FTCKitofPartswww.ptc.com/go/firstkop

TrainingMaterials/Events
RecordedVideoWebinars/Workshops RegionalLiveHandsOnWorkshops ResourcesandInformationonPTCProducts TrainingandSupportforFIRSTTeams FIRSTDiscussionForums GettingStartedwithPro/ENGINEERWildfire4.0 ATutorialbasedGuidetoWorkflow PTCUniversityhttp://first.ptculms.com WebbasedtrainingforWindchillProjectLink,Pro/ENGINEER&Mathcad

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2DConceptSketching
AnimportantaspectofusingPro/ENGINEERduringthebuildseasonofFIRST istobeproficientwithsketcher.SketcherenablesaFIRSTteamto conceptualizetheirfuturerobot.TheFIRSTteamcanthentrulydefine dimensions,spaceclaims,andallthepartsoftherobotthattheywill eventuallyusewhentheystartbuilding.ByusingPro/ENGINEER,youwillbe abletoavoidproblemsbecauseyouareusingrealworlddimensionstodrive yourconcepts.YoudonotgettheseadvantageswhenusingPowerPointora whiteboardtodevelopaconcept.

SimpleSketchwithMotion
1. File,Open ,2DSketchingfolder,1sketcher.prt,Open

2. Gointosketcher,UsePrevious.

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3.

Createtwodatumpointsbyselecting

,dimensionasshownbydoubleclicking

onthedimensionvalues.EnterthevaluesshownandpressENTER.

4. Createentitiesusinglines.Dimensionitasshown.Takeyourtimetoensureitis exactlyasshown.Thisisthreelines.Toplaceadimension,LMBboth references,thenMMBtoplacedimension.

5. Lockalldimensions,exceptforthe60degreevalue.Selectalldimensions (except60degrees)andRMBLock.

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6. Toggleoffthedimensionswith ,anddragtophorizontalentityaround.

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7.

Thismechanismisaconceptforapneumaticpoweredelevatorsuchasthe DownAVatorbelow.Seehowyoucansimplifyacomplex3Dassemblyintoa 2Dsketch?Thedimensionsofthesketchabovewillhelpdrivethelinkage lengthsofamechanismlikethis.

ScissorJackSketch
Inthefollowingexercise,youwillbedevelopinga2Dmechanisminsideof sketcherthatwillultimatelybesomethingsimilartothetwoimagesbelow.

Sketcherisaveryusefultoolthatcanbeusedtodevelopanidea.Youmayhave somegrandideasthatyouwanttotestoutandsketcheristheplacetostart! Plus,whenyouhaveyourideasketchedout,younowhavetherequired


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dimensionstomakeyourideaintoreality. 1. 2. File,Open ,2DSketchingfolder,2sketcher.prt,Open andthenselecttheFRONTplanetosketch

Startanewsketchbyselecting

on.Youllseethedialogboxsimilartothis,thenclickSketch.

3. Toggleoffthedatumplanesbyselecting .Createacenterlinethatis

horizontalandalongthehorizontalreference.RMB(holditthereforamoment) andselectCenterline ,andthenselectalongthehorizontalreferencetwo

timestomakethecenterline.Itshouldthenshowyouacenterlineiconas shown.

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4. Nextyouneedtocreatealine.RMBLine ,thencreatethelineshown.You

shouldnoticethatPro/Eassumesitisasymmetricalline.Modifythedimensions toreflect10and16asshown.

5. Nextcreatetwocenterlinesthatarehorizontalalongthetopandbottomofthe lineyousketched.

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6. Nextsketchthestartofthescissorjackportionontheleft.Createtwolinesas shown.RMBLine

7.

Usetheconstraintsavailableinsketchertoforceonelegtobeequalinlengthto theother.Pick .toopentheConstraintsdialogbox,pick ,andselectone

legandthentheotheryoujustsketched.ThenClosethedialogbox.Youshould nowonlyseeoneangledimension.

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8. Sketchthenexttwolines.RMBLine .Youshouldseethatsketcherwishesto

makethemparalleltothelinesyoualreadycreated.Thisiswhatyouwantto see,soletsketchermakethatassumptionforyou.

9. Finishofthescissorjackwithtwomorelines.Again,acceptsketchers assumptiontomakethemparallel.RMBLine
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10. CreateacirclewithRMBCircle ,attheintersectionofcenterofthetwo

referencesontheright.Thenchangethediameterofthecircleto8bydouble clickingonthedimension.

11. Createalinefromthecenterofthecircletotheouteredgeofthecircleas shown.RMBLine .Sketcherwillmakeadimensionforyou.Makeanew .Tomakea

dimensionfromthelinetothecenterreference,RMBDimension

dimension,pickthelineyousketched,thehorizontalreferenceandthenmiddle buttontoplacethedimension.Itshouldnowlooklikethebelowimage.
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12. Createonefinallinebetweenthetwopointsshown.RMBLine .Dimension

thisnewlinetobeavalueof9.Afteryoudothis,youwillseeonlyafew dimensionsremain.Youhavecompletedthesketch.

13. Nowthatthesketchisfinished,dragthemechanismusingthelineinsidethe circleasthedrivingvalue.Clickthelineandholdwhiledragging. Whyisntitcreatingthemotionthatyoudesire?Canyoufixitwithout lookingatthenextstep?Thereissomethingthatneedstobedonetothe


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sketchbeforeitcanbedraggedasyouwouldlikethemotiontohappen. 14. Clickonallthevaluesinthesketch,exceptfortheangleofthelineinthecircle andthenRMBLock.Thiswillkeepthelengthofallsketchervaluesunchanged whiledraggingit.Tryanddragitnow!

15. Anothermethodofdraggingoneormanydimensionsistousethemodify commandinsketcher.Clickontheangledimensionthatyouvebeendragging andthenRMBModifyoronthesketchertoolbar.Youcanthendragthe thumbwheelinthedialogbox.

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Themodifydimensiondialogboxisalwaysausefultooltocheckoutinsketcher. Youcanquicklyfindoutthefeasibilityofspecificdimensionsyouwishtomodify. Also,theLockScalecheckboxenablesyoutoscaleyourentiresketcheither largerorsmaller. 16. Anadditionalthingthatyoucandowithasketchistochangeitsentity properties.SelectoneorafewentitiesandthenRMBProperties.

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17. Changeafewofthepropertiesofsomelines.Youcanalsomakeawindow aroundentitiesformultipleselections.Thisenablesyoutoorganizeandspecify sectionsofyoursketch.

18. Window,Close

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2DLayoutin3D
ThankyoutoLibertyHighSchoolTeam2775Robotics (http://libertyrobotics.com)forlettingususetheirPro/ENGINEERdesign modelsforthecontentofthisdemonstration.Their2009robotShred featuresamechanismhopperthatholds15balls.Thehoppercollectsballsin thelowerpositionandthenliftstoapositionabovethegoal,whichthesame rollerwhichisusedasanintakeisalsousedtoscoretheballs.

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Thisexercisewillshowyouhowtoorganizeentitiesandtousesketcherfor comingupwithaworkableconceptthatcanbeusedtobuildtherobot. 1. File,Open ,SketcherLayoutfolder,2009_robot.asm,Open.Youmaywantto , , , .

toggleoffallconstructiongeometry, 2.

Spinthemodelaroundtotakealookatthefinaldesign.Thisexercisewill investigatetheconceptmodelofthisrobot.

3. File,Open ,SketcherLayoutfolder,2775_layout.prt,Open

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Takenoteofthedifferententitycolorsandstylesinthispart.Youcanchange thecolorsoftheentitiesinsketcheroryoucanchangethecolorsoutsideof sketcherbyRMBandselectingproperties. 4. Themodeltreereflectsthenamesofthedifferentpartsoftherobot.Selectthe differentfeaturestohighlighttherespectiveentitiesandconstructiongeometry inthemodel. Selectthetwolifterfeatures(lifter_1andlifter_2)fromthemodelholding downthecontrolkeytopickboth.Afteryouhavetheselected,RMBProperties.

5.

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6. 7. 8. Changethecolortoanycoloryouwishto.ClickonApply,Closewhenfinished. Continuethisexercisebychangingmanymoreentities.Changethecolorand styleofmanyentities. Next,letsmakesomechangestothegeometry.SelecttheLifting_Frame featureandRMBEditDefinition.

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Thisisacomplexsketch.Allofthedimensionshavebeenlocked,exceptforthe distancebetweentheframeandtheground,whichisthedimensionvalueof10 ontherighthandsideofthesketch. 9. Selectthedimensionof10andRMBModify .Oralternatively,youcandrag

themechanismtoahigherposition.Avalueofabout45isgood.Toggleoff dimensionsandconstraints, ,tomakeiteasiertosee.

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10. Nowsketchsomecirclesfortherollers.Sketchtherollerswithcirclesinany methodyouwouldliketowith .Thekeytocreatingthesecirclesistoonly

referencetheframeassemblythatyoujustdraggedupwards.Youwantthenew rollerstomovewiththeassembly.Turnthedimensionsbackon.

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11. Createareferencedimensionbetweenthetwocircles(rollers).Sketch, Dimension,Reference.Thegoalofthisdesign,basedontheorbitballs,theory andtestingistogetthereferencedimensiontobe9.5(centertocenter). Modifytheplacementoftherollerstoattainthisdimension.

12. Youcanalsomodifytherollerdiametervalues.Thegoalherewastogetavalue ofabout7.75inchesbetweentherollers.Basedonthediametersandthe distance,thisvalueiseasilyaccomplishedbymovingtherollersaroundtothe correctlocations.Theliftingframefeatureshouldlooksomethinglikethisnow.


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13. Dragtheliftingframebackdowntothelowerposition. DONTFORGETTOLOCKALLNEWDIMENSIONSFORTHEROLLERS. 14. Youcandomanythingswiththisassemblynow.Youcanalsoeditthe1045 valueoutsideofsketcherandthenuseRegenerate.

Younowhaveahighlevelofconfidenceonwheretherollersneedtobe placed.Youalsohavealayoutoftheentiremechanismalldonewithmany sketchfeaturesandsomeconstructionfeaturessuchasplanesandaxes.

15. Window,Close(allopenwindows)

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PartModeling
PTCUTrainingModeling
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU coursespecificallytargetedatthedetailsofcreatingsolidmodelsinPro/ENGINEER. Title Modeling Description TheModelingCourseprovidesintroductorylearninginthe basicsofPro/ENGINEERandprogressestoadvancedtopicssuch asParameterDrivenPartsandSweepsandBlends.Userswho arenewtoPro/ENGINEERshouldtakethiscourseanditisa prerequisiteformostoftheotherCOACHcourses.(COA CEK2649)

CreateSplineBoss
1. StartPro/ENGINEER,File,Newor ,ensurethatPartistheTypeandSolidis

theSubtype,typecouplerforthename,OKinthedialogbox

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2. IntheRightSideToolbar,Sketch thedialogbox ,SelectFrontasthesketchplane,Sketchin

3. Circle ,LMBattheoriginofthesketchplane,draguntilthereisasmallcircle,

LMB,MMBtofinishcircle

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4.

Doubleclickthediameterdimensionofthecircle,typein1.25,[ENTER],Done

IntheRightSideToolbar,Extrude ,selectSketch1inthemodeltreeor graphicsarea 5. Inthedashboardtype0.85forthedepthvalue,Done

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Manypowerfultoolsarelocatedinthedashboard.Besuretobecomefamiliar withthetoolswithinthedashboard. 6. 7. 8. 9. IntheRightSideToolbar,Sketch ,selectthetopofthecylinder

(Surf:F6(EXTRUDE))asthesketchplane,Sketchinthedialoguebox RMBCenterline(or),Snap2pointsontheverticalreferenceYaxis,MMB Circle ,LMBattheoriginofthesketchplane,draguntilthereisasmallcircle,

LMB,MMBtofinishcircle Doubleclickthediameterdimensionofthecircle,typein0.80,[ENTER] ,startontheXaxistotheleftsideoftheYaxis,dragupandtothe

10. Rectangle

right,ensurethatitsnapssymmetrictotheCenterline,MMBtofinish 11. Doubleclickthehorizontaldimension,type0.20,[ENTER] 12. Doubleclicktheverticaldimension,type0.50,[ENTER] 13. DeleteSegment therectangle ,deletesegmentsasshownbelow,leavinganarcontopof

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Thesketcherdiagnostictoolshelpyouidentifiedandfixcommonproblemareas insketches. 14. LMBShadedClosedLoops .Youshouldseeashadedarealiketheonebelow.

Ifyoudonot,usetheothertoolstoensurethatyouhaveaclosedloop.

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15. HighlightOpenEnds ,showswhereopenendsare.Youcansketchalineor

arctofixanyopenends.

16. OverlappingGeometry ,showswhereoverlappinggeometryis.Youcanuse

DeleteSegmenttoaddressanyoverlappinggeometry.

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17. FeatureRequirements satisfied ,RepeatSteps14untilallFeatureRequirementsare

18. Done RemoveMaterial

YoucanusetheExtrudeTooltoeitheraddorremovematerialfromyourdesign bysimplytogglingtheRemoveMaterialiconinthedashboard. 19. IntheRightSideToolbar,Extrude ,selectSketch2inthemodeltreeor graphicsarea


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20. RemoveMaterial ThroughAll

,ifneededFlipsothatthedirectionisintothecylinder,

,Done

Usingpatternsallowyoutoplaceidenticalfeaturesonyourdesignwithspeed andease.Therearemultipledifferenttypesofpatternstoincreasetheflexible ofthepatterntool. 21. SelectExtrude2ifneeded,PatternintheRightSideToolbar,inthedashboard changethetypetoAxis,DisplayAxestodisplayaxes,selectAxisA_1inthe graphicsarea,type6[ENTER]forthenumberofmembers,SetAngularExtend ,type360[ENTER]fortheangularextend,Done

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22. Hole ,selectaxisA_1andCTRLLMBthetopofthecylinder ,Done

Surf:F1(EXTRUDE1),type0.65[ENTER]forthediameter,ThroughAll 23. DisplayAxestohideaxes

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CreateCenterFlange
1. IntheRightSideToolbar,Extrude ,RMBDefineInternalSketch,selectthe bottomofthecylinderSurf:F1(EXTRUDE1)astheSketchPlane,Sketch Circle ,LMBattheoriginofthesketchplane,draguntilthereisasmallcircle,

2. 3.

LMB,MMBtofinishcircle Doubleclickthediameterdimensionofthecircle,typein3.00,[ENTER],Done

4. Inthedashboard,type0.2[ENTER]forthedepth,ensurethatthedirectionis awayfromthebottomofthecylinder,Done

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CreateKeyBoss
1. 2. DisplayPlanestoshowplanes,Revolve ,RMBDefineInternalSketch,select

RIGHTplane,Sketch Sketchmenu,References,selectSurf:F16(EXTRUDE_3),selectF1(Front),Delete, Close

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Usingappropriatereferencesensureanaccuratedesignandflexibilityforany designchanges. 3. 4. 5. 6. 7. 8. 9. RMBCenterline ,LMBtosnaptotheXaxis(2times),MMB

Withthecenterlinestillselected,RMBAxisofRevolution Line ,LMBjusttotheaboveoftheoriginofthereferencesselected,drawa

horizontallinetotheleft,LMB, Sketchalineup,LMB SketchalineupandrightbacktotheYaxis,LMB Sketchaverticallinedownbacktothefirstpoint,MMB Dimensionasshownbelow

10. UsetheSketcherDiagnosticToolstoensurethatallfeaturerequirementsare satisfied,Done

11. Inthedashboard,ensurethattherevolveangleis360,Done

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12. IntheRightSideToolbar,Extrude ,RMBDefineInternalSketch,selectthe bottomofthecylinderSurf:F17(REVOLVE_1)astheSketchPlane,Sketch 13. RMBCenterline 14. NoHidden 15. Offset ,LMBtosnaptotheYaxis(2times),MMB

,Edge:F17(REVOLVE_1),type0.1,[ENTER],OK,Close

16. Rectangle ,LMBaboveandtotheleftoftheoffsetedgeyoujustcreated,

LMB,dragtotherightacrossthecenterlineandensurethatitsnapssymmetric totheCenterline,LMBsnaptoXaxis,MMBtofinish

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17. Doubleclickthewidthdimensionoftherectangle,type0.20,[ENTER] 18. DeleteSegment ,deletesegmentsasshownbelow,leavinganarconright

sideoftherectangle

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19. UsetheSketcherDiagnosticToolstoensurethatallfeaturerequirementsare satisfied,Done ,ifneededFlipsothatthedirectionis

20. Inthedashboard,RemoveMaterial

intothecylinder,ToSelected ,LMBSurf:F16(Extrude3)thatisclosesttothe sketch,Done

21. SwitchbacktoShadedView

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22. DisplayAxestodisplayaxes 23. Hole ,selectaxisA_1andCTRLLMBSurf:F16(Extrude3),type0.42[ENTER] ,Done

forthediameter,ThroughAll

24. DisplayAxestohideaxes

CreateMountingHoles
1. 2. 3. 4. Hole ,Surf:F16(Extrude3),

DisplayPlanestoshowplanes,dragoffsetreferencestotheTopplane,andthe othertotheRightPlane Doubleclicktheoffsetreferencevalues,type0.75,[ENTER] Repeatfortheotheroffsetreferencevalue

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5.

CreateStandardHole

,ensurethatAddsTappingisunchecked

,change ,Done

thetypetoUNC,select1/420,selectClearanceHole

,ThroughAll

6. Ifneeded,selecttheholejustcreated,Pattern ,inthedashboardchangethe

typetoAxis,DisplayAxestodisplayaxes,selectAxisA_1inthegraphicsarea, type4[ENTER]forthenumberofmembers,SetAngularExtend [ENTER]fortheangularextend,Done ,type360

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AddDraft,ChamferandFillet
1. IntheRightSideToolbar,Draft ,selecttheoutsideofSurf:F16(EXTRUDE_3)

2. RMBDraftHinge,selectthetopofSurf:F16(EXTRUDE_3),doubleclicktheangle valve,type10,[ENTER],Done

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3. IntheRightSideToolbar,Chamfer ,selectEdge:F16(EXTRUDE_3),double

clickthevalue,type,0.1,[ENTER],Done

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4. IntheRightSideToolbar,Round thevalue,type,0.1,[ENTER],Done ,selectEdge:F17(REVOLVE_1),doubleclick

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ModelInformation
1. 2. 3. ViewManager ,Xsectab,New,typeRight,[ENTER],selectDonefromthe

MenuManager,selectRIGHTfromthemodeltree DoubleclickRIGHTintheXsectab, DoubleclickNoCrossSection,Close

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4. Editmenu,Setup,Material,Doubleclickpvc.mtl,OK,Donefromthemenu manager

Massproperties,suchascenterofgravity,haveasignificanteffectonthe performanceoftherobotdesignthegame.Usethisinformationtobetteryour designandgainanadvantageoverthecompetition. 5. Analysismenu,Model,MassProperties,selectDefault_CSYSfromthemodel tree,changetypetoFeature,Done

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6. Analysismenu,Measure,Distance,LMBthefirstholeinthepattern,LMBaxis A_1,changetypetoFeature,Done 7. Viewmenu,ColorandAppearance ,AddNewAppearance+,intheBasic

tabselectColor,ColorWheel,selectacolorofyourchoice,Close,Apply,Close


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SheetMetal
PTCUTrainingSheetMetalDesign
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU coursespecificallytargetedatthedetailsofcreatingconstantthicknesssheetmetal modelsinPro/ENGINEER. Title Description

SheetMetalDesign TheSheetMetalDesigncourseteachesusersthebasicsof operatingintheSheetMetalModeinPro/ENGINEERaswellas advancedtechniquessuchasUserDefinedShapesandcomplex ripsandcornerreliefs.(COACEK2656)

CreateBentGeometry
Thistutorialwillprovideafoundationinsheetmetalpartmodelingby recreatinganexamplefromtheFRCKitofParts. 1. File,Open ,PartDesignfolder,tilt_base.prt,Open

Thisportionofthetutorialwillshowhowtocreateandeditaflatwallfroma predefinedwallshape 2. 3. Pick orInsert,SheetmetalWall,Flat

PickEdge:F5(FIRSTWALL)asthereferencetoattachthewall

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4. Usethedropdownmenufromthedashboardtoselectpredefinedflatwall shapes.Selectafewdifferentonesandviewtheonscreenpreview

5. SelectRectangle,RMBEditShape,Settheheightvalueto1.3,MMBor completetheflatwall to

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Thisportionofthetutorialwillshowhowtocreateaflangewallusinga predefinedprofile 6. 7. Pick orInsert,SheetmetalWall,Flange

PickEdge:F4(FLAT1)astheplacementreferencefortheflangewall

8. Usethedropdownmenufromthedashboardtoselectpredefinedflange profiles,chooseI

9. RMBEditProfile,Settheheightvalueto0.5,MMBor

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Copy&Paste
Thisportionofthetutorialwillcoverhowtocopyandpastesheetmetal geometrytoexpeditepartcreation 1. Ctrl+pickFlat1andFlange1fromthemodeltree

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2. Edit,CopyorCtrl+C,Edit,PasteorCtrl+V,PickEdge:F5(FIRSTWALL),MMBor

CreateFlatGeometry
Thisportionofthetutorialwillshowhowtoflattenoutasheetmetalpart 1. 2. Pick orInsert,BendOperation,Unbend,Done

PickSurf:F5(FIRSTWALL)

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3. SelectUnbendAll,selectDone,SelectOKorMMB

Thisportionofthetutorialwillshowhowtomakesheetmetalcutsandcreatea directionpattern 4. Pick orInsert,Extrude,RMBDefineInternalSketch,PickSurf:F5(FIRST WALL)

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5. 6. 7. 8. 9. SelectSketchorMMBtoentersketcher Select tocreateacircle,clickanddragtocreateacircleinthelocation

shown. Setthediameterto0.7 Changethereferencedistancefromtheverticalreferenceto2 Changethereferencedistancefromthehorizontalreferenceto1

10. Select beside toexpand,Select tocreateacenterline

11. Click2locationsalongtheverticalreferencetoplacethecenterline
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12. Pickthecircle

13. Select andpickthecenterlinetomirrorthecircle

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14. Select tocompletethesketch,MMBor tocompletethecut

15. SelectExtrude10fromtheModelTree

16. RMBPattern,ChangethepatterntypetoDirection 17. Toggleondatumplane


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ifnecessary.PickdatumplaneFrontasthereference
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18. Setthepatternspacingto1andnumberofinstancesto3,MMBor

Thisportionofthetutorialwillshowanalternatewaytouseadirectionpattern 19. Pick orInsert,Extrude,RMBDefineInternalSketch,PickSurf:F5(FIRST WALL),SelectSketchorMMBtoenterskether.

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20. Select ,clickanddragtocreateacircleinthelocationshown.

21. Setthediameterto0.2 22. Changethereferencedistancefromtheverticalreferenceto2.8 23. Changethereferencedistancefromthehorizontalreferenceto1.3

24. Select tocompletethesketch,MMBor tocompletethecut

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25. SelectExtrude11

26. RMBPattern,ChangethepatterntypetoDirection 27. PickdatumplaneFrontasthefirstreference

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28. Setthepatternspacingto.5andnumberofinstancesto6

29. Clickthedashboardboxtoaddasecondreference

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30. PickdatumplaneRightasthesecondreference

31. Select toflipthedirection

32. Setthenumberofinstancesto2 33. Setthepatterndistanceto5.6

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34. MMBor

tocompletethesecondpattern,toggleoffthedatumplanedisplay

BendBack
Thisportionofthetutorialwillshowhowtobendthesheetmetalpartback fromitsflattenedversion.Noticetheflatcutswillproperlybendbackwiththeir respectivewalls 1. Select beside toexpand,select orEdit,BendOperation,BendBack,Pick

Surf:F5(FIRSTWALL),MMBorselectOK

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2. SelectBendBackAll,DoneorMMB,OKorMMBtocomplete

FlatPattern
Thisportionofthetutorialwillshowhowtomakeaflatpattern.Theflatpattern isusedasamanufacturingtemplatewhichallowcutstobemadebeforebends areadded 1. Select orInsert,BendOperation,FlatPattern,PickSurf:F5(FIRSTWALL)

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DataExchange
WhendesigningandcollaboratingwithothersonyourCADdesign,youmay needtousenonPro/ENGINEER2Dor3Dfiles.Thisisnotaproblemsince Pro/ENGINEERreadsandwritestonumerousindustrystandard2Dand3D formats.Thefollowingtutorialswillshowyouhoweasyitistoopen,add, repairandreusedatafromothersystemsinPro/ENGINEER.

OpeningNonPro/ENGINEER3DFiles(STEP)
Inthefollowingexercise,youwillbeworkingwithaSTEPfilewhichisacommon dataexchangeformatfor3DCADmodels. 1. 2. File,Open ,setTypetoAllFiles(*),DEXfolder,rcs20.stp,Open

AcceptthedefaultvalueofPartandchooseOK

3. ReviewtheelementsanditemsopenedintheInformationWindow,thenClose

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4. 5. UsetheMMBtospinthemodelandviewthegeometry. ChangefromShadedgraphicstoNoHiddenLineandbackwith and

IfthemodelisopenedandimportedintoPro/ENGINEERasacomplete3D model,theedgeswillbewhite.Theeasiestwaytoverifythisistochange fromShadeddisplaytoNoHiddenLine.

6. File,CloseWindow

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AddingNonPro/ENINGEER3DFiles(STEP)toanExistingModel
1. File,New,Part,OK

2. 3. TurnontheDisplayofDatumPlanes(iftheyareoff) Lookatthefeaturestructureinthemodeltree

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Bycreatinganewmodelusingthestandard3Dmodeltemplate,youhave defaultdatumplanes,coordinatesystem,layerscheme,etc.Thisis importantifyouarebuildingallyourCADmodelsfromthesamestandard templateandalsotohaveasetofdatumplanesforassemblingthe component. Incomparison,whenthefileisopeneddirectly,youwillonlyhavethe itemsavailableinsourcemodelinyournewPro/ENGINEERmodel.This techniqueensuresyouhaveconsistentPro/ENGINEERmodelsregardless oftheirsource.

4. 5. Insert,SharedData,FromFile,setTypetoAllFiles(*),DEXfolder,rcs20.stp, Open ChooseOKfromtheChooseSolidOptionsandPlacementdialogboxtousethe Defaultcoordinatesystem.

6. 7.

ReviewtheelementsanditemsopenedintheInformationWindow,thenClose UsetheMMBtospinthemodelandviewthegeometry.

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8. File,CloseWindow

OpeningNonPro/ENGINEER2DFiles(DXF)
Inthefollowingexercise,youwillbeworkingwithaDXFfilewhichisacommon dataexchangeformatfor2DCADdrawings. 1. 2. File,Open ,setTypetoAllFiles(*),DEXfolder,a_7z_4f2608.dxf,Open

AcceptthedefaultvalueofDrawingandchooseOK

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3. AcceptallthedefaultoptionsintheImportDXFdialogbox,thenOK

4. UsetheMMBtozoominandoutandShiftMMBtopanthedrawing.

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5. File,CloseWindow

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PartDrawing
PTCUTrainingDetailing
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU coursespecificallytargetedatthedetailsofcreating2DdrawingsinPro/ENGINEER. Title Detailing Description TheDetailingcourseteachesusershowtocreateadrawing,add views,sections,dimensionsandtext.Thiscoursealsoshows usershowtoutilizeaformat.(COACEK2652)

Ideasandengineeringinformationareoftensharedwithothersintheform ofanengineeringdrawingorblueprint.Nowthatyouhavecreatedasolid model,itisnottimetousethemodeltocreateadrawing. Thistutorialwillleadyouthroughthestepbystepprocesstocreatean engineeringdrawingincluding:howtochooseasizeandformat,howto createvarioustypesofdrawingviewsandshow,andshowhowtocreate dimensionsandnotes.

CreateaPartDrawing
1. File,New , Drawing,enternewName:coupler,enterCommonName:

COUPLER,uncheck Usedefaulttemplate,OKfromtheNewdialogbox.

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2. Browse,coupler_complete.prt,Open,choosec_part.frmfromtheFormatdrop downmenu,OK.PressEnteror toacceptsheet1,enteryournamefor DrawnByandpressEnteror

3.

Pick the Layers icon to display the layer list in the Model Tree, RMB Hide on the icon,Layers totogglebacktothefeaturelistintheModelTree.
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4.

UsetheMMBtozoominor thefulldrawing

toreviewthetitleblock.Use

tozoombackto

Engineeringdrawingswillalwayshaveastandardborderandtitleblock.In Pro/ENGINEER,thisisreferredtoasthedrawingformat.Thisitemisusedinthe drawing,butonlythetitleblocktextiseverchanged. RMBInsertGeneralView(onthesheet),pickontheupperleftareatoplace thefirstdrawingview

5.

6. DoubleclickToptosetthevieworientation.

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7. PickOKorMMBtoconfirm.

8. SelecttheTopviewjustcreated,RMBInsertProjectionViewMovethemouse belowthefirstviewandLMBclicktoplacetheprojectionview

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Projectionviewsaredependentonthegeneralviewtheyreference.Movethe generalviewandtheprojectionviewswillfollow 9. SelectthegeneralTopview,RMBInsertProjectionView,movethemouse horizontallyandLMBclicktoplacethesecondprojectionviewasshown

10. Withthesecondprojectviewselected,RMBProperties,pickSectionsin Categoriescolumn, 2Dcrosssection.Pick toaddcrosssectiontoview,

selectAtoreuseapreviouslycreatedcrosssection

11. Dragthehorizontalscrollbar,LMBpicktoactivatetheArrowDisplaysection, thenselectthegeneralTopview,OKorMMB

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12. DoubleclickthenoteSCALE:1.000locatedinthelowerleftcornerofthescreen, enter1.5,MMBor tochangethescale

Drawingscalescanbeindividuallysetwithinthedrawingviewwindow 13. Pick tounlocktheviewmovements,LMBclickanddragtheviewstothe

layoutasshown

14. ChangeactivedisplaytoNoHidden ,Repaint

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AddAdditionalViews
Thisportionofthetutorialshowshowtocreateadetailview.Detailviewsare enlargedviewswhichareveryusefulwhendimensioningsmallcomplicated portionsofparts 1. Insertmenu,DrawingView,Detailed,LMBselecttheedgeashighlighted below

2. LMBpickontheviewafewtimestosketchasplineencompassingthekeyway areathatwewanttoshowindetail,MMBtofinishthespline,LMBpickatthe middleemptyareatoplacethedetailviewasshown

3.

SelecttheannotationSEEDETAILAintheFrontview,dragandmoveittoget closertotheview

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4. Selecttheannotationbelowthedetailview,doubleclickthe3.000,enter2.0as thenewscalefactortoscalethedetailviewsmaller,MMBtoconfirm

Thisportionofthetutorialshowshowtocreateaalternativegeneralviewinthe isometricperspective 5. RMBInsertGeneralView,LMBpickthelowerrightcornertoplacethe generalview.DoubleclickISOMETRICtoorienttheview

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6. PickViewDisplayintheCategoriescolumn,changeDisplaystyletoShading

7. PickOKorMMB

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AddDimensionsandNotes
Thisportionofthetutorialwillintroducehowtoshow,createanderase dimensionsinthedrawing 1. PickShowandErase ,select asType, Feature,selecttherevolution

featureintheTopviewasshown,thenselecttheroundfeatureasshown

2.

Continuetoselectthechamferfeatureandthedraftfeatureasshown

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3.

MMB,pickAcceptAll,Closethedialogbox,reviewthedimensions

4.

IntheModelTree,holdCtrlandselectExtrude1andExtrude3,RMBShow Dimensions

5. HoldCtrlandselectdimensions1.00,.60,10intheTopviewandthe dimension1.25 intheFrontview,RMBMoveItemtoView,selectthecross sectionviewasthetargetview


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6.

LMBselecttheTopview,RMBCleanupDimensions,ApplyandClosethe CleanupDimensionsdialogbox,select97.5 and drag it to adjust its position as shown

7. Selectthecrosssectionview,RMBCleanupDimensions,ApplyandClosethe CleanupDimensionsdialogbox

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8.

Selectthesnaplineof1.25ashighlightedbelow,dragittothebelowofthe view

9.

SelectthenoteSECTIONAA,RMBProperties,pickTextStyletab,change HorizontaltoCenter,OK

10. Selectthedimension10anddragittouppersideasshown,thenselect10, RMBFlipArrows,dragthetexttoadjustitspositionintheviewasshown

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11. Select orInsert,Dimension,NewReferences.LMBpickthetopandbottom edgesasshown

12. MMBattherightofthesectionviewtoplacethedimension,MMBtoconfirm

13. Selectthe360intheFrontviewasshown, RMBErase

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14. PickShowandErase ,select asType, FeatureandView

15. SelectthelowerholefeatureashighlightedintheFrontview,MMB

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16. PickAcceptAll,ClosetheShow/Erasedialogbox,LMBselectthehole annotationandmoveittoadjustitspositionasshown

PartDrawingChallenge
1. Dimensionthedetailview

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Assembly
PTCUTrainingAssemblies
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU coursespecificallytargetedatthedetailsofcreatingassembliesofsolidmodelsin Pro/ENGINEER. Title Assemblies Description TheAssembliescourseteachesthebasicsinassemblydesign andconstraints.Userslearnhowtoassembleexistingpartsina BottomUpDesignmethodology.Theyalsolearnhowtobuilda DesignIncontext,orTopDownDesignstructure.Indoingso, usersmustlearnhowtocreate,applyandmanipulateSkeletons andMapParts.(COACEK2650)

ThistutorialwillcoversomefundamentalfunctionalitiesinPro/ENGINEER Assemblymodule,suchasassemblingcomponents,explodedview,replace component,masspropertiesofassembly,Interferencechecking,etc. ThecontentforthistutorialisfromAndyMark,Inc.Thiswillbeaversionoftheir CBaseKitChassisforthe2009FRC.Wewillbeusingtheshortandwideversion with24inchcchannelsandafourwheeldrivesystem.Whiletherearemany waystoassemblethis,weareusingAndyMarksdocumentedmethod.

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WheelAssembly
1. File,Open ,doubleclickonc_base_wide_complete.asm.Thisisthefinal

assemblythatwewillbuildinthisexercise.Window,Close.

2. File,New

,changeTypetoAssembly(*.asm),andenterwheelslickforthe

name,thenOK.

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3. PickAssemble ,selectwheel.asm.Afterthepartappears,RMBandselect DefaultConstraint.Click (orMMB)tofinish.Thisplacesthefirstcomponent inthisnewassembly.

4.

PickAssemble

,select1614z_bearing.prt,OPEN

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Herearesomevaluabletricks!Topanthepartbeingassembledaround,use CNTRLALTRMBanddragthepartaround.UseCNTRLALTMMBtospinthenew component.IfyoudontusetheCNTRLALTaction,youcanspin,zoomandpan allthepartsaroundatthesametimetogether.Pricelesstip! 5. Noticethedashboard;youcanuseitforadditionalinformationaboutthe assemblyprocess.Firstselectthetwocylindricalsurfacesofthetwopartsas shown.

6.

Nextweneedthematethecomponents,selectthetwosurfacesshown.You willlikelyneedtospintheassemblywithMMB.Click (orMMB)tofinishafter thepartsaretogether.

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7. 8. Repeatthisonothersideofwheel! Younowhavebothbearingson,right?Anditnowlookslikethis:

9.

PickAssemble ,selectsprocket_spacer.prt,OPEN.Selecttwocylindrical surfacesfirstasshown.Youcanuseanycylindricalsurfacefromthetirepart.

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10. Selecttwoflatsurfacesasshown.Thiswillresultinamatecommand.This completestheassemblyofthespacer,click (orMMB)tofinishaftertheparts aretogether.

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11. Youshouldbeanexpertbynowwiththis.Next,PickAssemble ,selectS35 22LE_spacer.prt,OPEN.Selecttwocylindricalsurfacesfirstasshown.Youcan useanycylindricalsurfacefromthesprocket_spacer.Thiswillcreateaninsert connection.

12. Younowneedtomatethetwosurfaces.Selectthetwoflatsurfacesofeach part.


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13. RMBToggleoffAssumptions.Thiswillrequireyoutolineuptheboltholesso thatyoucanconnectthepartstogetherinthenextstepwithbolts.Youcanalso gettotheassumptionsbyclickingPlacement,andunchecktheboxAllow Assumptionsinthedashboard. AllowassumptionsisthedefaultactionthatoccurswhenPro/ENGINEERseesa mateandinsertcommandtogether.Ninetimesoutoften,allowassumptionsis somethingthatisdesired.Therotationofapart,suchasabolt,reallydoesnt makeadifference,soPro/ENGINEERassumesarotationandallisgood. 14. RMBNewConstraint.Thiswillputyouinselectionmodeagaintoaddthethird constraint. 15. Selecttwosurfacesofanyoftheholesthatlineup!Thiswillcompletethe assemblytask,click (orMMB)tofinish.

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16. Nextyouassemblethebolts.PickAssemble ,selectshcs.prt,OPEN. Pro/ENGINEERwishestoautomaticallyplacethebolt.Sincethebolthassome placementinformationbuiltintoit,allyouhavetodoistelltheboltwhich surfaceitistouchingandwhichsurfaceitisinsertedinto. 17. Selectthetwosurfacesshown.Thiswillplacethebolt.Click (orMMB)to finish

18. Youveplacedonebolt.However,youplaceditintosomegeometryofahole thatispatternedonthesprocket.Youcanuseareferencepatterntoplacethe restofthebolts!Reallycoolandveryfast! 19. Selectthebolteitherfromthemodeltreeorthegraphicswindow,RMB Pattern.Noticeinthedashboarditwantstouseareferencepattern.Click (or MMB)toaccept.

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20. SavethisfileFile,Saveor Greatjob! .Thatconcludesthewheelassemblyexercise.

Congratulations!YouhavecompletedthewheeltutorialforPro/Assembly.Keep going.

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ExplodeState
1. PickViewManager ,Explodetab,New.NameitWheelandENTER.Clickon EditPosition.

Propertiesinthelowerleftpartofthedialogbox.Thenclick

2.

Anewdialogappearsforeditingthepositionofthepartsintheassembly.Fora motionreference,changeittoPlaneNormal.Selectthesurfaceshown.You coulduseanyflatsurfaceyoudesirewhenmakingareferencesuchasthis.

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3.

Nextyouwilldragcomponentsaround.Tomakeiteasiest,keeptheboltpattern wheretheyareandmovetheotherparts.Rotateyourmodelsoyoucanseeand pickthedesiredparts.LMBtopickcomponents,movemouse,andLMBtodrop themwhereyoucurrentlyare.

4. 5. OK,OKtofinishtheexplodestate.ClickListtoreturntothelistviewinthe dialogbox.RMBSaveonthewheelexplodestate,OK. YoucantoggletheexplodestatestatusbyRMBExplode.

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6.

AftertheassemblyisUnexploded,clickClosetoexitthedialogbox.Click View,Orientation,Refit.

Thiscompletestheexplodestateexercise.Therearemanymorethingsyoucan dowithexplode,butthiswasanintroduction.Keepongoingtothenexttask!

FrameSubassembly
1. File,Open ,doubleclickonshort_dual_rail1.asm.Thisisthefinalsub

assemblythatwewillbuildinthisexercise.Window,Close.

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2. File,New

,changeTypetoAssembly(*.asm),andentershortdualrailhow

forthename,thenOK.

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3.

PickAssemble ,selectshort_c_channel_wide_frame.prt,Open.Afterthepart appears,RMBandselectDefaultConstraint.Click (orMMB)tofinish.This placesthefirstcomponentinthisnewassembly.

4. RotatethemodelsothatyouhavetheindicatorholeDOWNasshownbelow.

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5.

PickAssemble ,selectcorner_extrusion.prt,Open.Noticecarefullyhowthis partisassembledbelowintheimage.Theextraholeintheextrusionisalong theedgeofthecchannel.

6.

Firstinsertthetwosurfacesasshownbypickingthetwosurfaces.Repeatthis fortheotherholes.Thisstepwillcreatetwoconstraintstolineuptheholes.

7.

Lastly,selectthetwosurfacestomatethetwosurfacestogether.

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8. Thisishowitshouldlook.

9. Repeatthisextrusionontheotherside.PickAssemble ,select corner_extrusion.prt,Open.Usethesameprocessasthefirstonewithtwo insertsandafittheextrusionintothegap.Itshouldbeputinasshown.

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10. Youshouldnowhaveyourassemblylookingasshownbelow.

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11. Makesureyouareawareofwhatistopandbottombeforethisstep.The indicatorholeisonthebottom.Theboltheadshouldbeshowingfromthetop!

12. PickAssemble ,selectbolt_4.prt,Open.Sinceaboltinthiscaserequiresa mateandaninsert,justpicktheflatsurfacefirst,thenthecylindricalsurface second.Click (orMMB)tofinish.

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13. Selectthebolt_4,Edit,Repeat.Youaregoingtorepeatthisboltthree additionaltimesintotheotherholesrequiringonetomakeitfourboltstotal. ClickInsert,Add.

14. Selectthethreeadditional3cylindricalholeareas,Confirm.Youhaveallthe boltsrequiredatthistime.

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15. PickAssemble ,selectnut_4.prt,Open.Sinceanutinthiscaserequiresan insertandamate,justpickthecylindricalsurfacefirst,thentheflatsurface second.Click (orMMB)tofinish.

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16. Selectthenut_4,Edit,Repeat.Youaregoingtorepeatthisnutthreeadditional timesontotheboltstomakeitfournutstotal.ClickInsert,Add.Picksurfacesof bolts,Confirm 17. Eachsideoftheassemblyshouldlooklikethis:

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Youshouldbegettingthehangofthisassemblystuffbynow.Therewillbeless picturesfromthispoint,sinceyouknowwhatyouaredoingnow. 18. PickAssemble ,select375X7_hex_bolt.prt,Open.Younowneedthe3/8x7 longaxlescrews.Useaninsertandmatetogetthefollowingplacement.Pick Assemble ,select375X7_hex_bolt.prt,Openagainandplaceonemoreon theotherside.

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19. Assemble ,selectspacer_a.prt,Open.Placeinthelocationshown.Useinsert andmatecommands.Click (orMMB)tofinish.

20. Assemble ,selectspacer_b.prt,Open.Placeinthelocationshown.Useinsert andmatecommands.Click (orMMB)tofinish.

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21. Assemble ,selectwheel_slick.asm,Open.Thiswillalsobeasimpleinsertand matecommand.Selectthesurfacesshown.Click (orMMB)tofinish.

22. Assemble ,selectwheel_slick.asm,Open.Repeatwithsameprocedureas previousstep.Click (orMMB)tofinish.Youshouldnowseethisonyour screen.SavethisfileFile,Saveor .

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Youhavenowcompletedthissectionofthetutorial.Therearetwooptional challengesaheadofyouifyouhavetimetocompletethem.Youcanskipthese twochallengesandgototheTask4laterinthistutorial.

AssemblyChallengeCompletetheFrameSubassembly
Thanksfortakingonthisadditionalchallenge. Youhaveacquiredallthe necessaryskillsinAssemblytobeabletocompletethissubassembly.Usethe samemethodsasbefore.Followthestepsbelowtocompletethesubassembly! 1. 2. Addthepartsintheorderbelow. spacer_a.prt,spacer_b.prt.Eachaxlegetsoneofeach!

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3. short_c_channel_wide_frame.prt.Remembertokeeptheindicatorhole DOWN.

4. nut_4.prtforaxles.Twoofthese.

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5. corner_extrusion.prt(2)andadditionalhardware,bolt_4.prt(4)andnut_4.prt (4).

6.

mount_angle.prt.Putitinthecenter,thismaytakeacoupletries.Additional hardware,washer.prt(2),shcs.prt(2),nut_4.prt(2).

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Greatjob!TheFrameSubassemblyshouldnowlooklikethis!Thisistheendof OptionalChallengeNumber1.

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AssemblyChallengeFrameTopLevelAssembly
ThischallengewillcompletethetoplevelassemblyAndyMarksCBaseKit Chassisforthe2009FRC.Thisshortandwideversionhas24inchcchannels andafourwheeldrivesystem.Followtheorderofpartsbelowtocompletethe toplevelassembly. 1. Herearesomecompletedpicturesofthefinalassembly.Notetwothings:the locationoftheoffsetwheelsandthecorners.

2. 3. File,New ,changeTypetoAssembly(*.asm),andenter

final_HOW_Frame.asmforthename,thenOK. c_channel.prt.KeepindicatorholeDOWNjustlikeontheshortc_channels!

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4. short_dual_rail1.asm.Thisisthesameonethatyouworkedoninthetutorial andoptionalchallenge1.Incaseyoudidntfinishit,thisisthecompleted subassembly.Noticethecorneranddirectionofaxlebolt!Usetheholesfrom thecornerbrackets.

5. short_dual_rail2.asm.Putontheotherside.Noticethecorner!

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6. c_channel.prt.Asshown.

7.

Allrequiredhardware!16ofeachbolt_4.prtandnut_4.prt.Userepeat!Each cornershouldnowbecomplete.

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8. mount_brace_1.prt(2).Locationshouldbeclosetoasshownbelow.Complete thisonbothsides!

9. Allrequiredhardwareforthemount_brace_1.prt.Addwasher.prt(4),shcs.prt (4)andnut_4.prt(4).

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YouarenowcompletewiththeOptionalChallengeNumber2FrameTopLevel Assembly!

AssemblyTools
Thistaskisdividedinto4sections.CrossSections,MassProperties, InterferenceCheckingandReplace.

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CrossSections
1. File,Open ,doubleclickonWheel_Bearings.asm,orOpen.

2. PickView,ViewManager ,PickOrienttab,doubleclickXsectionview.Pick Xsectab,doubleclickXsection,reviewthesectionview.RMBVisibility. DoubleclickNoCrossSection.RMBVisibility(toggleitoff),ClosetheView Manager

3. Window,Close

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MassProperties
ThemasspropertiesofanyassemblyinPro/ENGINEERisveryaccurate.You needtoenterthecorrectdensityforthematerialthatthecomponentismade of,thenyoullgetextremelyaccuratereportsofhowmuchyourrobotwill weigh. 1. 2. File,Open ,doubleclickoncorner_extrusion.prt,orOpen.

Edit,Setup,MassProps.Thedensityfor6061T6Aluminumis.099lbm/in^3. ClickonGenerateReport.Thepieceweighsabout.24pounds.

3. 4. 5. Close,Ok,Done.(closealldialogboxes).Window,Close File,Open

,doubleclickonCBase_Wide_Complete.asm,orOpen. .This

Analysis,Model,MassProperties.Clickontheiconinthelowerleft willgenerateareportfortheentireassembly.Clickon

.Thisgivesafull .

reportinanewwindow.Thisassemblyweighs15.5pounds.Close,

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InterferenceChecking
NowletsmoveontoInterferencechecking.Pro/ENGINEERcanmakea completecheckonyourassemblytomakesureeverythingwillfit.Italsofindsif youmayhavemadeamistakeinassembling. 1. KeepworkingwiththeCBase_Wide_Complete.asm.Itshouldstillbeopened, butifnot,openitagain. Analysis,Model,GlobalInterference.Clickontheiconinthelowerleft .

2.

3. 4.

Theboltandthewasherareinterfering.Canyoufixit? Closethedialogbox, selectit,RMBOpen.

.Inthemodeltree,locatetheshort_dual_rail2.asm,

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5. Selectthebolt,RMBEditDefinition.

6. ClickonthePlacementtabinthedashboard.Changethereferenceforthe matedefinition.CurrentlyitismatedwiththetopoftheMount_angle.prt.It needstobechangedtobematedwiththetopofthewasher.Clickonthe yellowareawhereitsaysMount_anglesurfacereference,andthenselectthe topofthewasher.Click (orMMB)tofinish.


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7. 8. Window,Close RepeattheInterferencecheckontheC_Base_Wide_Complete.asmandyou shouldnowgetamessagesaying,Therearenointerferingpartsinthe messagewindow.

YouhavenowcompletedtheInterferenceCheckingsection.

ReplaceComponents
1. 2. PickViewManager ,Orienttab,doubleclickExchange,notethatthetwo mountbracesarewithdifferentshapes,Close. KeepworkingwiththeCBase_Wide_Complete.asm.Itshouldstillbeopened, butifnot,openitagain.

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Wearegoingtoreplacethebrace(witharectanglecut)withtheonewhichis witharoundcut 3. Selectthebracewithrectanglecutinthegraphicswindow(orselect MOUNT_BRACE_2.PRTintheModelTree),RMBReplace.CheckUnrelated Component,pick ,selectmount_brace_1.prtandOpen

4. PickEditRefTable,pick inReferencePairingTable,reviewfour rules.Highlightpairingsandreviewpairingsingraphicswindow,OK,OK,review theupdates,notethatnowthetwobracesarethesame


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Astheincomingcomponenthasthesamemodelingmethodologywiththe outgoingcomponent,soPro/ENGINEERautomaticallycreatesreferencerules, whichisjustwhatwewanthere

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Congratulations!YouhavecompletedthetutorialforPro/Assembly

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AssemblyDrawing
PTCUTrainingDetailing
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU coursespecificallytargetedatthedetailsofcreatingdetaildrawingsinPro/ENGINEER. Title Detailing Description TheDetailingcourseteachesusershowtocreateadrawing,add views,sections,dimensionsandtext.Thiscoursealsoshows usershowtoutilizeaformat.(COACEK2652)

ThistutorialwillcoversomefundamentalcapabilitiesinPro/ENGINEERfor creatingadrawingwithanassemblymodel(.ASM)includinghowtocreatea newdrawingwithaformatandBOMreport,addanexplodedviewandadd BOMballoonstothedrawing.

CreateanAssemblyDrawingwithBOMReport
1. File,New , Drawing,enternewName:c_base_wide,enterCommon

Name:CBASEWIDE,uncheck Usedefaulttemplate,OKfromtheNew dialogbox.

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2. Browse,c_base_wide_drawing.asm,Open,choosed_assy.frmfromtheFormat dropdownmenu,OK.PressEnteror toacceptsheet1,enteryournamefor DrawnByandpressEnteror .

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3. UsetheMMBtozoominor Materials)reporttable.Use toreviewthetitleblockandBOM(Billof tozoombacktothefulldrawing.

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4. 5.

RMBInsertGeneralView(onthesheet),OKtoSelectNoCombinedState, pickatthecenteroftheemptyareatoplacethedrawingview PickViewStatesCategory,check Explodecomponentsinview,Applytoview thechange,Close

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6. 7. 8. 9.

ChangeactivedisplaytoNoHidden

,Repaint ontheview,usethe

UnlocktheviewbypickingRMBLockViewMovement

LMBtodragadjustthepositionoftheview Tablemenu,BOMBalloons,SetRegion,Simple,picktheBOMReport(repeat region),OK SelectCreateBalloonontheMenuManager,ShowAll,Done

10. Selectthedrawingview,RMBCleanupBOMBalloons,check Create correspondingsnaplines,Preview,OK

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11. UsetheLMBtomoveoneormoreoftheballoonssotheleaderlinesdonot crosseachother.MovetheWHEELBEARINGballoon(4)tothebottomofthe viewbetween(2)and(21). Noticehowtheballoonssnapontothesnaplines.Youcanplacethem freelyonthedrawingsheetoralignthemusingsnaplines.

12. ChangetheattachmentpointfortheWHEELBEARINGballoon,(4)byclickingon theballoontohighlightitinred,thenRMBEditAttachmentontheleaderline, usetheMMBwheeltozoominandselectthehorizontalsilhouettelineonthe bottomofthebearing,OK

13. Selectanyballooninthedrawingview,andreviewthehighlightedcounterpart intheBOMtableandviceversa

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AssemblyDrawingChallenge
1. AddasecondsheettothedrawingusingtheInsert,Sheetcommand,Inserta newGeneralViewandcreatea3viewlayoutasshownbelowusingallthree typesofViewDisplays;NoHidden,HiddenLineandShading

2. InsertanewDetailviewofasmallsectionofadrawingview

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3. ChangetheBOMBalloonstoincludeaQuantityandCallNumber

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MechanismDesign
PTCUTrainingMechanismDesign
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU coursespecificallytargetedatthedetailsofcreatingmechanismsandmechanism simulationinPro/ENGINEER. Title Introductionto Mechanisms Description TheIntroductiontoMechanismscoursecoversthe fundamentalsofmechanismkinematics.Thiscoursewilllookat definingmechanisms,makingthemmoveusingservomotors, andanalyzingthemotion,butwillnotdiscusstheforcesthat mightactonthesystem.TheMechanismDynamicsOptionis requiredtohandleforceinteractions.(COACEK2660) Thiscourseisdesignedforexperienceduserswhowanttoadd motiontotheirproductsandanalyzedynamicreactionsof movingcomponents.Inthiscourse,youwillfocusonlearning advancedmodelingandanalysisskillsinthiscomprehensive, handsoncourse.Topicsincludedevelopingthe3Dmodel, analyzingthemechanismmodel,andevaluatingresults.These topicswillenableyoutomeasuredynamicreactionsof components,measuretheforcerequiredtokeepamechanism balanced,anddeterminetherestingstateofamechanism. Aftercompletingthiscourse,youwillbepreparedtoworkon mechanismdesignsusingPro/ENGINEERWildfireMechanism DynamicsOption.Attheendofeachmodule,youwillcomplete askillsassessment.Thequestionsareusedtohelpreinforce yourunderstandingofthemoduletopicsandformthebasisfor reviewofanytopics,ifnecessary.(SABCEK2798)

Mechanism Simulation

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Nobodyneedstotellyouthatdevelopingamechanismintherobotisakey differentiatorbetweenthecompetition.Youshouldbefamiliarwithhowto createmechanismsbeforeyouthegameannouncement.Pro/ENGINEERhas someincrediblemechanismtoolsthatcanmakeanytypeofmotionpossible andsaveyoulotsoftime.

PinJoints
Inthefollowingexercise,youwillbedevelopinga3Dmechanism.Youwilluse jointstocreateyourmechanismandthencreateamotortodrivetherobot throughitsdesiredmotion. 1. File,Open ,SketcherLayoutfolder,mechanism.asm,Open

2. File,Open ,wheel_nomotor.asm,Open.Youaregoingtoputtherestofthe

wheelassemblytogether.
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3. Assemble ,non_motor_shafts.prt.Rotatethemodelsothatitiscloseto

whereitwillbelocatedasshownbelow.ChangeUserDefinedtoPin.

4.

Selectthesurfacesrequiredasshownforthetwosurfacesforthepinjoint.This issimilartousinganinsertcommand.

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5. Nextselectthetwosurfacesforthematingsurfaceforthepinjoint.Thiswill bringthetwosurfacestogether.YoucanuseCTRLALTRMBtotranslatethe componentbeingassembledorCTRLALTMMBtorotatethecomponentbeing assembled.Thiswillcompletethepinjoint, .

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6. ClickonDragComponents, ,tospinthemodelaround.MMBtocancelafter

movingitaroundawhile.Nowwellassemblethewheeltotheshaft.Thewheel willthenmovewiththeshaft.Close.

7. Assemble ,wheelwithhub.asm.Toggledatumplaneson, .Movethe

wheelassemblyintopositionwithCTRLALTRMBtotranslateandCTRLALT MMBtorotate.

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8. Assemblethewheelwithhub.asmbyfirstaligningthetwodatumplanesFront andRight_1.Selectbothplanesforthefirstconstraint.Toggleplanesoffafter thisconstraintiffinished, 9. .

Nextyouaregoingtoaligntwoofthesurfacesthatarepartofthehexshapeof theshaftandinsidethewheelassembly.Itdoesntmatterpreciselywhich surfacesareselected,justchoosetwothatmatch, .

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10. Nowthewheelwillmovewiththeshaft.Testitoutwithdragcomponents. Closewhenfinished. 11. Window,Close.Theassemblynowhasawheelinit,soallthehigherlevel assembliesnowhavewheelsandthe6requiredwheelsarenowinthe assembly. .

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SliderJoint

1. Assemble ,hopper.asm.Toggleondatumplanesandaxes,and .Change

UserDefinedtoSlider.Asliderjointislikeareciprocatingsawblade.Itslidesin onedirectionanddoesnotrotate. Atrickthatyoushouldalwaysuseistoputthenewcomponentclose to whereitwillsoonbelocated.Themechanismjointwillsnapthe componentintoplaceinthenearestconfigurationthatitcansolve.Help Pro/ENGINEERoutbyplacingthecomponentclosetowherethejointwill occurbyusingCNTLALTMMBandCNTLALTRMB.

2. SelectthetwoaxescalledCenterforbothcomponents.Thenselecttwo planes(onefromeachcomponent)calledCenter1.Belowishowyour mechanismshouldlook.Youmayhavetoflipthe

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3.

4.

Nextwewouldliketoaddaregenerationvaluetothismechanismjoint.Select fromthedashboard,PlacementandTranslationAxis(thisisoptionalforaslider joint). SelecttheplanenamedBottomonthehopperassemblyandthesurfacefrom theframeasshown.

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5. Changethecurrentpositionto0,ENTER.SetZeroPosition(Important!)and thenCHECKtheboxforEnableregenerationvalue. .

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6.

ClickonDragComponents,

,todefinesomesnapshots.Expandthe

Snapshotsmenu.Clickontomakeasnapshotandrenameitlower,ENTER.Now dragthehopperupandthenLMBtoleaveitinposition.Clickontomakea snapshotandrenameitupper,ENTER.Close

7. Themechanismisnowleftintheupperposition.ClickRegenerate,andthe mechanismwillgotoitsregenerationvalueofzero.

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MechanismDesign
1. Applications,Mechanism.Youwillnowcreateamotortodriveyour mechanism.Click tab. .SelecttheSliderTranslationArrow.ThengototheProfile

2. OnceyouareontheProfiletab,changethemagnitudetoRampandenter32 fortheBvalue.Theequationmotorisdrivenbytheequationq=A+Bt.Ifwerun thismotorfor1second,itwillraise32inches.OK

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3. (orRMBNewonAnalysisfromthemodeltree).Changethemethod(Length andRate)toLengthandFrameCount.Changetheendtimeto1and51frames.

4. Run,OK.Themechanismshouldgofromitsoriginalpositionto32incheshigh.
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5.

Playbackthemotion, Close,Close.

,and

.Adjustthespeedslidertomakeitgofaster.

6. Nextwellmodifythemotortoadifferenttype.Inthemodeltree,Expand MOTORS,ExpandSERVOandRMBServoMotor1,EditDefinition

7. ChangetoProfiletab.ChangeRamptoCosine.EnterA=16,B=1,C=16,and T=1.Thiswillresultinthehoppergoingup32inchesandreturnbacktothe originalposition. ,toseemotioninagraph, ,OK.

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8. ExpandANALYSISinthemodeltree,RMBRun,YES.

9. Thisconcludesthemechanismexercise.Applications,Standard,Yes.Closeall windows.

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Atthispointyoucandomanythingswiththeanalysis.Youcanchangethe definitionforthemechanismtorunfor2seconds.Thiswillcauseittogoup anddowntwice.Youcanalsotryandcreateamoviewhenyouplaybackthe animationbyclickingcapture,inthedialogboxwhenyouplaybackan animation.

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ProjectLinkDocumentManagement
PTCUTrainingWindchillProjectLink
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU coursespecificallytargetedatthedetailsofWindchillProjectLink. Title Windchill ProjectLink9.0 Application Orientation Windchill ProjectLink9.0 Information Management Description Inthiscourse,youwilllearnthecapabilities,features,and terminologyofWindchillProjectLink.Youwillalsolearnabout theProjectLinkuserinterfaceandhowtosearchfor information.Finally,youwilllearnaboutaccessingHelpand settingyourpreferences.(SABCEK2499) Inthiscourse,youwilllearnhowtomanagedocumentsand linksinProjectLink.Whileprojectmanagersneedtoknowthese skills,itisalsocriticalforprojectparticipantstoknowthese skills.Hence,youwilllearnhowtocreatedocumentsinthe ProjectLinkfolderstructure.Youwillalsolearndocument managementtechniques,suchascheckoutandcheckin.(SAB CEK2501)

WindchillProjectLinkcanmanagealmostanykindofdocumentusedina design.Youcanaddweblinks,MicrosoftOfficefiles,Archivefiles,AVIfiles, etc.Italsorecordstheiterationhistoryofthefilesandarchivestheteams collaboration.Asauser,youcanuseWindchillProjectLinktocollaborate withtheotherteammembersandgetupdateinformation,relatedtothe Project,quicklyandconveniently.

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FoldersorDocumentsManagement
Beforeyouaccesstotheproject,makesureyouareintheprojectteam. Otherwise,youcanregisteryouraccount athttps://www.ptc.com/appserver/common/account/student.jsp.Youmust submittheapplicationtotheprojectadministratororprojectmanagerbefore youcanjoin. YoucanjointheteambyclickingtheJoinProjectlinkfromtheinvitationemail whichwillbesentbytheadministrator. 1. 2. Openbrowserto:https://firstptccom/Windchill/,enteryourUserNameand Passwordtoaccesstoyourownproject AccesstoDocumentfolder,pickNewLink ,enterLinkName:FIRST Homepage,URL:http://www.usfirst.org/,OK Clickthelinkwasjustaddedtothefolder,gototheFIRSThomepage

3.

Youcanaddmorelinkstoyourprojectfolder,whichyoucanconvenientlyuseas resourcepages. 4. BacktoProjectpage,accesstoDocumentfolder,pickNewFolder fromthe aboveicons,enterfolderName:Presentation,Finish,OK Openthefolderthatwasjustcreated,chooseAddanewdocument fromthe topoftheFolderContentstable ThiscanalsobeaccomplishedbyselectingNewDocumentfromtheActionspull downnexttothefolder. 6. ChooseDocumentfromtheTypepulldownmenu,Next
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5.

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7.

ClickBrowsebuttonnexttotheLocalFilePathfield,browsetothePJLfolder andselectthedocumentFIRST_Robotics_Drive_Systems.ppt,Open

ClickintheDocumentNamefield;noticethatthedocumentnamehasalready beenenteredautomaticallyforyou. 8. EnterFIRSTRoboticsDriveSystemsPresentationindescriptionfield,Finish, waituntiltheuploadactionisfinished,OKtothesuccessmessage,thenyou willseetheFIRST_Robotics_Drive_Systems.pptislistedinthePresentation folder

Notethelocation.Thiscanbechangedbyselecting nexttotheSelectFolder field.YoucanalsoaddPictures,Archivefiles,AVIs,orotherkindsofMSfilesas Documentstotherelatedfolder,themethodisthesameasdescribedabove. 9. ClickViewinformation toseethedetailsforthepresentation

Thiscanalsobeaccessedbychoosing ViewInformationfromActionspull downmenu. 10. Choosefileicon nexttothePrimaryContenttoviewthisfileinMicrosoft PowerPointasshown,clickOpen,openthefileusingMSPowerPoint,thenClose thepresentation


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CollaborationwiththeProjectTeam
11. Selectthe pulldownbeforethedocumentnumberline,Choose Subscribe 12. CheckCheckOut/CheckInfromtheeventslist,andthenclickNextandNext, entertheemailmessageyouwillreceiveifthedocumentgetscheckedin(type inanymessageyouwish),andthenclickFinish

Bysubscribingtothisdocument,youwillautomaticallybeemailedanytimeitis modified. 13. SelectEmailPagelinkattheupperrightcornertosendalinktothispageto otherteammembers 14. SelectMentorsandMembers,includeabriefnoteintheAdditionaltextfor themessage:box,OKtosendtheemail

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Youmayselecttoemailbyindividualteammembers,byprojectgroupsor projectroles. 15. Selectthe pulldownbeforethedocumentnumberline,choose Route 16. ChecktheReviewRouting,Next

17. PickyourownastheReviewer,Finish AnemailwillbesenttotheReviewer.InadditiontheAssignmentstabwillshow thetasksassignedouttotheteam. 18. Logonyourpersonalmailbox,checktheInbox,youwillseethereisanReview DocumentTasktheproject 19. Opentheemail,assesstothetaskviathelinksintheemail:ReviewDocument TaskorFIRST_Robotics_Drive_Systems 20. OpentheDocumentlinkbehindtheSubject,downloadthepresentationtothe localmachine,reviewitandthenenteracommentasshownintheComments box,pickCompleteTask Itisthesamewayforthereviewtaskfromotherteammembers. YoucanaccesstheReviewDocumentTaskviatheAssignmentsthatassignedto you.

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21. AccesstoFIRST_Robotics_Drive_Systems.pptdetailpage,selectDiscussions fromCollaborationpulldown 22. TotherightoftheGeneraltopicclicktheNewPosting topostamessage, enterasubjectandamessage(Forexample,Subject:TakeAdvicesforthe Presentation,Message:Pleasegiveyourkindadviseforthispresentation), checktheSubscribetopostingifyouwanttobenotifiedofanyrepliesthatare madetoyourposting,Finish

Youalsohavetheabilitytoaddattachmentsandlinks. Thediscussionscanbecreatedforfolders,documents,orotherWindchil objects,youcanalsosubmitaposttotheprojectdiscussionforumandlauncha projectwidediscussion.

DocumentChangeManagement
1. Selectthe pulldownbeforethedocumentnumberline,chooseCheck Out orCheckOutandDownload andopenthedocument,adddateon thecoverpageandsaveittothesameplaceasbefore

Refreshthepageandnoticethecheckmark behindthedocumentnumber. Thisshowsthedocumentischeckedouttoyou.Thismeansthedocumentis lockedandonlyyoucanmakechanges.ThisalsocreatesaWorkingcopyofthe documentintheiterationHistory. 2. Selectthe pulldown,chooseCheckIn ,browseforthefiletoupload thechangedfilefromsameplaceasbefore,addComments:Adddateto presentation,OK,noticetherearetwoiterationsofthedocumentinthelist
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3.

Selectthe pulldownagain,chooseReplaceContent,browseforthefile ofElectricalAssembly.ppt,Open,andcommentsifnecessary,OK,waituntilthe actionisfinished,youwillseetherearethreeiterationsinthelist

Youcanreplacethedocumentwithanotheroneasanewiteration;youcanalso usetheReplaceContentcommandtouploadtheupdateddocumentsand createiterationinsteadtheCheckIn/CheckOutactions. 4. ChooseRouting/Processfromthe statusandinformation pulldown,viewtheRouting/Process

5. ChooseSubscriptionsfromthe pulldown,viewtheyour Subscriptionsinformationaboutthedocument

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ProjectLinkCADDataManagement
PTCUTrainingWindchillProjectLink
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU coursespecificallytargetedatthedetailsofWindchillProjectLink. Title Windchill ProjectLink9.0 Application Orientation Windchill ProjectLink9.0 EngineeringData Management Description Inthiscourse,youwilllearnthecapabilities,features,and terminologyofWindchillProjectLink.Youwillalsolearnabout theProjectLinkuserinterfaceandhowtosearchfor information.Finally,youwilllearnaboutaccessingHelpand settingyourpreferences.(SABCEK2499) Inthiscourse,youwilllearnhowtomanageCADinformation, includingCADdocumentsandparts.Youwilllearnhowto createparts,partstructures,anduseworkspacesand workgroupmanagerstointegrateProjectLinkwithyourCAD application.Youwilllearnhowtoupload,download,andmodify CADinformationinProjectLink.(SABCEK2502)

CADDataManagementisoneofthemostpowerfulcapabilitiesofWindchill ProjectLink;itisaneffectivesolutionformanagingtherobotdesignmodels. WindchillintegrateswithCADtoolsprovidingadirectlinktoworkin progressdesigndata.ThroughtheintegrationofPro/ENGINEERand Windchill,partscanbecreatedandmaintainedalongwiththeirrelationships withineitherProEngineerorWindchill.Thefulldesignhistoriesare maintainedandstoredwithinWindchill,sothereisnoneedtoworryabout savingoverapreviousdesign

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RegisterWindchillServerinPro/ENGINEER
Beforeyouaccesstotheproject,makesureyouareintheprojectteam. Otherwise,youcanregisteryouraccount athttps://www.ptc.com/appserver/common/account/student.jsp.Youwillthen needtosubmittheapplicationtoprojectadministratororprojectmanagerto joinyourproject. YoucanjointheteambyclickingtheJoinProjectlinkfromtheinvitationemail fromtheprojectinyourmailbox. 1. LaunchPro/ENGINEER

YoucansetthePro/ENGINEERStartinpathtothemodelsfolderwhichisa Windchilldirectory.ThisisaquickwaytosetuptheinterfaceofProEngineer andWindchill:RMBonthePro/ENGINEERshortcutonthedesktop,Properties, enterthefolderpathintheStartintable,ClosetheDialog 2. 3. Tools,ServerManager Server,Register NewServerfromtheServerManagerDialog,enterName:FRC, Location:https://first.ptc.com/Windchill/,Check,entertheWindchillServer usingyourUserNameandPassword Highlightthespaceischeckedout(ItisthecommonWorkspaceofyourproject), OKtoclosetheDialog

4.

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Aworkspaceisalocalprojectarea;itprovidesaconvenientenvironmentfor organizingandworkingonobjects.YouusethePro/WORKSPACEapplicationto viewandmodifyobjectsinyourworkspaces.AWorkspacebrowserenablesyou toseethecontentsofoneworkspaceandtoviewdifferentattributesand informationabouttheobjectscontainedintheworkspace.Thelookandfeelofa WorkspacebrowserisverysimilartothatofaCommonSpacebrowser. YoumustselectanactiveWorkspaceduringtheregistration;theWorkspaceis ownedby,orassignedto,aContext;Asystemwillcreateadefaultcommon Workspace,butotherscanbecreated. 5. RMBontheFRCintheServerslist,chooseSetasPrimaryServer

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6. PickWorkspace,NewfromthemenuofServerManager,entertheNew WorkspaceNameasyourname(Simonforexample),choosetheContextas yourproject,OK

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7. HighlightthejustcreatedWorkspace,ClosetheServerManager,youwillsee theWindchillCabinetsandWorkspaceareintheFolderTreelist

YoucanalsocreatenewWorkspaceasfollowing:RMBontheCommon Workspacewhichcheckedout,pickNew,thenyoucanaccesstotheCreate NewWorkspacedialog. 8. ClicktheWindchillCabinetsfromthefolderlist,youwillaccesstotheProject Pagethroughtheembeddedbrowser Clickthearrow onthesashbetweenthegraphicswindowandthefolder browserpanetohidetheembeddedbrowser

9.

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ThePro/ENGINEERembeddedbrowserallowsyoutoaccesstheProjectPage directly,sothereisnoneedtolaunchtheIEbrowser,whichallowstheuserto locateprojectinformationconvenientlywhenusingPro/ENGINEER.

CheckCADDataintoWindchill
1. 2. Click ,browsetotheAssemblyfolder,andOpenthewheel_bearings.asm

File,CheckIn,CustomCheckInfromthemainmenu,OKtosavetheassembly tothedefaultWorkspace,choosetheCustomCheckIntypeasModelsand Viewables,OK

3. Selectallrows

inCheckInpage,pickChooselocationfolder

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4. DoubleclickDesignsfolder,doubleclickCADDatafolder,pickNewFolder , enterfolderNameasyourname(Simonforexample),OK

5.

OKtoconfirmthefolderlocation,addthenecessarycomments,Finishinthe CheckInpage,waituntiltheassemblyandthepartsareallcheckedintothe ProjectFolder

CADDataManagement
1. IntheObjectListofWorkspacepage,pickCheckOut fromtheabovetoolbar ontheSHCS.PRTlineor

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YoucanalsochecktheSHCS.PRTline,andpickCheckOut action.

Refreshthepageandnoticethecheckmark ontheSHCS.PRTline.Thisshowsit ischeckedoutbyyou,theiconsintheActionslistchangedaccordingly. 2. 3. PickOpenInPro/ENGINEER SelectFile,Update,Currenttoactivethepart,changetheScrewlengthto0.75, Regenerate themodel

4. 5. SelectFile,CheckIn,AutoCheckIn,OK,checktheupdatedpartbackinto Windchill,thenClosetheSHCS.PRTwindow Noticethepartrevisionhasbeenupdated(FromA1toA2)intheWorkspace

Thepartintheprojectfolderwillbeupdatedsynchronouslyandtherevisionwill alsobeenupdated.

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Viewing3DCADinProductView
ProductViewisPTCsvisualcollaborationsoftware,helpscompaniesefficiently collaborateonamultitudeofproductinformationtypes,acrossmechanicaland electricaldisciplines.Withitsamazinglycompact,yetaccurate3Dviewable format,ProductViewallowscomplexproductinformationtobeaccessedwith lightningfastspeed.And,withitsultrascalability,ProductViewsupportsarange ofcustomerneedsspanningsimpledesktopviewingofsingleCADmodels,tothe interactiveevaluationofmassivedigitalmockups. 6. Pick fromFolderTreelist,accesstoDesigns>CADData>You Namefolder,chooseOpeninProductView fromtheActionsdropdownon thelineofWHEEL_BEARING,ASM,openthemodelinProductView RMBtorotatethemodel,ShiftRMBtozoominandout,Ctrl+RMBtopanthe modelandreviewIntheProductView

7.

8. 9. ReviewtheribbonUI(UserInterface) PickTranslationMode fromthetoolbar,selectthecomponent(CtrlLMB

toselectmulticomponents)anddragthemalongoneaxisasshown

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10. Adjustallthecomponentspositionasshown

11. PickRestoreLocation>RestorealltoOriginal,thecomponentsgobackto theiroriginallocations

12. PickRotationMode ,selectthewheeltread,LMBpressthecontrolcircles asshownandrotatethepart

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Whenyoupressthelargerwhitecircle,thecomponentwillberotatedroundtheopticcenter;ifyou pressthesmallerwhitecircle,thecomponentcanberotateddiscretionarilyrounditscenter;thenif youpressthecoloredcircles,thecomponentwillberotatedroundtheirnormalaxis.

13. Rescorecomponentslocationagainasstep25 14. Click , toexittheProductViewExpress,donotsavethe

AnnotationSet

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Appendix
PTCUSkillAssessments
ThinkyouvemasteredallthecontentinthisHandsonWorkshop?Haveyoucompleted allthePTCUcourses?ThereareanumberofPro/ENGINEERskillsassessmentsavailable onlineinPTCUifyouarereadytoevaluateyourself: http://first.ptculms.com/cadtrain/coachlms/client/viewcurriculum o AdvancedModeling o Assemblies o Detailing o IntrotoMechanisms o Modeling o SheetMetalDesign

Pro/ENGINEERWildfire4.0QuickReferenceCard
ThefollowingpagescontainthePro/ENGINEERWildfire4.0QuickReferenceCard

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QUICK REFERENCE CARD

Navigation Tabs

Browser Controls

Navigator Window

Browser Window

Graphics Window

Prompt Area

Dashboard Example: Component Placement

Interface/Manual Placement

Placement Tab

Common Dashboard Controls


Feature Hole Round Depth Material

Solid

Surface

Standard

Straight

Set Mode

Transition Mode

Blind

To Selected

Through All

Flip Direction

Remove Material

Thicken Sketch

Pro/ENGINEER ICON GUIDE


Main Toolbar

Undo Redo

Cut Copy Paste Paste Special


Edit

Regenerate Model Regenerative Manager Search Tool Selection Types

Repaint Spin Center Orient Mode

Drag Component Zoom In Zoom Out Refit


View

Reorient View Saved Views Layers View Manager

Wireframe Hidden line No Hidden Shading


Model Display

Plane Axis Point Coordinate System Annotations


Datum Display

Navigator Tabs

Drawing Toolbar

Feature Creation Toolbar


Datum

Sketch Plane Axis Curve Point Types

Model Tree Folder Browser

Favorites Connections

Set Drawing Model Update Views Drawing View Lock View Movement

Snap Lines Show and Erase Standard Dimension

Align Dimensions Cleanup Dimensions Note

Browser Controls
Hyperlink Repeat Formatting Geometric Tolerance Standard Symbol Custom Symbol Move Special Table Update Table Cleanup Balloons Change Sheet
Assembly

Coordinate System Analysis Annotation AE Propagation Add Component Create Component


Pick / Place

Back Forward

Stop Refresh

Home Print Save

Sketcher Toolbar
Select Items Line Types Rectangle Circle Types Arc Types Fillet Types Spline Point / Csys Entity from Edge Types Dimension Modify Values Constraints Text Sketcher Palette Trim Types Mirror / Move-Rotate / Copy Complete Sketch Cancel Sketch

Sheetmetal Toolbar
Extrude Conversion Flat Wall Flange Wall Unattached Wall Types Extended Wall Bend Types Unbend / Bend Back Relief / Punch / Notch / Rip/ Merge Form / Flatten Form / Deform Area Flat Pattern
Editing Base

Hole Draft Round Chamfer Extrude Revolve

Variable Section Sweep Boundary Blend Style Mirror Merge Trim

Keyboard Shortcuts
Regenerate New File Open File Save File Find Delete
CTRL + G CTRL + N CTRL + O CTRL + CTRL + DEL

S F

Copy Paste Undo Redo Repaint Standard View

C V CTRL + Z CTRL + Y CTRL + R CTRL + D


CTRL + CTRL +

Pattern

MAKING SELECTIONS

System Color Assignments Cyan Red Yellow Preselection Highlight Selected Geometry Preview Geometry

Item will be added to or removed from the set of selected items

Items currently selected

Results of the current operation when complete

Making Selections

Mouse Controls
Highlight Geometry Over Geometry

Query to Next Item

Until Highlighted

Select Highlighted Geometry

Add or Remove Items from Selection

CTRL

Construct Chains or Surface Sets

SHIFT

Clear Selection

On Background

USING FILTERS
Smart Filter
(2-level filter)
E X A M P L E : Select a Feature first, then select Geometry ( Surface / Edge / Vertex ) from the Feature

Filters
Limit the scope of Selection

Active Filter TIP:


Double-click to view items in Selection list

A D VA N C E D S E L E C T I O N : Chain and Surface Set Construction


DEFINITIONS
General Definitions Chain
A collection of adjacent edges and curves that share common endpoints. Chains can be open-ended or closed-loop, but they are always defined by two ends.

Surface Set
A collection of surface patches from solids or quilts. The patches do not need to be adjacent.

Methods of Construction Individual


Constructed by selecting individual entities (edges, curves, or surface patches) one at a time. This is also called the One-by-One method.

Rule-Based
Constructed by first selecting an anchor entity (edge, curve, or surface patch), and then automatically selecting its neighbors (a range of additional edges, curves, or surface patches) based on a rule. This is also called the Anchor/Neighbor method.

CONSTRUCTING CHAINS
Individual Chains One-by-One
To select adjacent edges one at a time along a continuous path: 1 Select an edge 2 Hold down SHIFT 3 Select adjacent edges 4 Release SHIFT

Rule-Based Chains Tangent


To select all the edges that are tangent to an anchor edge: 1 Select an edge 2 Hold down SHIFT 3 Highlight Tangent chain
(Query may be required)

Boundary
To select the outermost boundary edges of a quilt: 1 Select a one-sided edge of a quilt 2 Hold down SHIFT 3 Highlight Boundary chain
(Query may be required)

Surface Loop
To select a loop of edges on a surface patch: 1 Select an edge 2 Hold down SHIFT 3 Highlight Surface chain
(Query may be required)

4 Select tangent chain 5 Release SHIFT

4 Select boundary chain 5 Release SHIFT

4 Select surface loop 5 Release SHIFT

From-To
To select a range of edges from a surface patch or a quilt:

1 Select the From edge

2 Hold down SHIFT

3 Query to highlight the desired From-To chain

4 Select From-To chain

5 Release SHIFT

Multiple Chains
1 Construct initial chain 4 Release CTRL 2 Hold down CTRL 5 Hold down SHIFT 3 Select an edge for new chain 6 Complete new chain from selected edge

CONSTRUCTING SURFACE SETS


Individual Surface Sets Single Surfaces
To select multiple surface patches from solids or quilts one at a time: 1 Select a surface patch 2 Hold down CTRL 3 Select additional patches
(Query may be required)

4 Release CTRL

Rule-Based Surface Sets Solid Surfaces


To select all the surface patches of solid geometry in a model: 1 Select a surface patch on solid geometry 2 Right-click and select Solid Surfaces

Quilt Surfaces
To select all the surface patches of a quilt: 1 Select a surface feature 2 Select the corresponding quilt

Loop Surfaces
To select all the surface patches that are adjacent to the edges of a surface patch: 1 Select a surface patch 2 Hold down SHIFT 3 Place the pointer over an edge of the patch to highlight the Loop Surfaces 4 Select the Loop Surfaces
(The initial surface patch is de-selected)

5 Release SHIFT

Seed and Boundary Surfaces


To select all surface patches, from a Seed surface patch up to a set of Boundary surface patches:

1 Select the Seed surface patch

2 Hold down SHIFT

3 Select one or more surface patches to be used as boundaries

4 Release SHIFT
(All surfaces from the Seed up to the Boundaries are selected)

Excluding Surface Patches from Surface Sets


To exclude surface patches during or after construction of a surface set: 1 Construct a surface set 5 Release CTRL 2 Hold down CTRL 3 Highlight a patch from the surface set 4 Select the patch to de-select it

CONSTRUCTING CHAINS AND SURFACE SETS USING DIALOG BOXES


To explicitly construct and edit Chains and Surface Sets, click Details next to a collector:

Chain Dialog Box

Dashboard Collector

Surface Set Dialog Box

ORIENTING THE MODEL


DYNAMIC VIEWING 3D Mode
Hold down the key and button. Drag the mouse.

Using the Spin Center


Click the icon in the Main Toolbar to enable the Spin Center. Enabled The model spins about the location of t he spin center Disabled The model spins about the location of t he mouse pointer

SPIN

Using Orient Mode


Click t he icon in the Main Toolbar to enable Orient mode. Provides enhanced Spin / Pan / Zoom Control Disables selection and highlighting Right -click to access additional orient options Use t he shortcut: CTRL + SH IFT + Middle-click

PAN

SHIFT

Using Component Drag Mode in an Assembly


ZOOM
CTRL +

Click t he icon in the Main Toolbar to enable Component Drag mode. Allows movement of components based on t heir kinematic constraints or connections Click a location on a component, move t he mouse, click again to stop motion.

TURN

CTRL

Middle -click to disable Component Drag mode

2D Mode
PAN

COMPONENT PLACEMENT CONTROLS


Allows reorientation of components during placement

COMPONENT DRAG

CTRL

ALT

ZOOM

CTRL

SPIN

CTRL

ALT

2D and 3D Modes
Hold down the key and roll the mouse wheel.
MOVE ZOOM
CTRL + ALT +

Object Mode
FINE ZOOM
SHIFT +

Provides enhanced Spin / Pan / Zoom Control: 1 Enable Orient mode 2 Right- click to enable Orient Object mode 3 Use Dynamic Viewing controls to orient the component

COARSE ZOOM

CTRL

4 Right-click and select Exit Orient mode

Copyright 2007/08 Parametric Technology Corporation (PTC) All rights reserved under copyright laws of the United States and other countries. Information described herein is based upon a single user experience. It is furnished for informational use only, is subject to change without notice, and should not be construed as a guarantee or commitment by PTC. PTC, the PTC Logo, The Product Development Company, Pro/ENGINEER, Wildfire, and all PTC product names and logos are trademarks or registered trademarks of PTC and/or its subsidiaries in the United States and in other countries. All other product names and marks referenced herein are trademarks or registered trademarks of their respective holders.

DOC-RC60388-EN-360

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