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Advanced Modeling using Creo


Parametric 2.0

T3903-390-02

Authored and published using

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Copyright 2012 Parametric Technology Corporation. All Rights Reserved.

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Copyright for PTC software products is with Parametric Technology Corporation, its subsidiary companies (collectively PTC),
and their respective licensors. This software is provided under written license agreement, contains valuable trade secrets and
proprietary information, and is protected by the copyright laws of the United States and other countries. It may not be copied
or distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses
agreement except with written prior approval from PTC.
UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL
PROSECUTION.
User and training guides and related documentation from PTC is subject to the copyright laws of the United States and other
countries and is provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTC
hereby grants to the licensed software user the right to make copies in printed form of this documentation if provided on
software media, but only for internal/personal use and in accordance with the license agreement under which the applicable
software is licensed. Any copy made shall include the PTC copyright notice and any other proprietary notice provided by PTC.
Training materials may not be copied without the express written consent of PTC. This documentation may not be disclosed,
transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any
means without the prior written consent of PTC and no authorization is granted to make copies for such purposes.
Information described herein is furnished for general information only, is subject to change without notice, and should not be
construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that
may appear in this document.
For Important Copyright, Trademark, Patent and Licensing Information see backside of this guide.

About PTC University


Welcome to PTC University!
With an unmatched depth and breadth of product development knowledge, PTC University helps
you realize the most value from PTC products. Only PTC University offers:

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An innovative learning methodology PTCs Precision Learning Methodology is a proven


proprietary approach used by PTC to develop and deliver learning solutions.
Flexible Delivery Options PTC University ensures you receive the same quality training programs
regardless of the learning style. Our extensive experience, innovative learning techniques, and
targeted learning modules facilitate the rapid retention of concepts, and higher user productivity.
Premier Content and Expertise A thorough instructor certification process and direct access to
the PTC product development and PTC consulting organizations means that only PTC courses
can give you highly-qualified instructors, the most up-to-date product information and best
practices derived from thousands of deployments.
Global Focus PTC University delivers training where and when you need it by providing over
100 training centers located across 35 countries offering content in nine languages.
Delivering Value A role-based learning design ensures the right people have the right tools to do
their jobs productively while supporting the organizations overall performance goals.

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The course you are about to take will expose you to a number of learning offerings that PTC
University has available. These include:

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Instructor-led Training (ILT) The ideal blend of classroom lectures, personal demonstrations,
hands-on workshops, assessments, and post-classroom tools.
Pro/FICIENCY This Web-based, skills assessment and development-planning tool will help
improve your skills and productivity.
eLearning Libraries 24/7 access to Web-based training that will compliment your instructor-led
course.
Precision LMS A powerful learning management system that will manage your eLearning
Library and Pro/FICIENCY assessments.

PTC University additionally offers Precision Learning Programs. These are corporate learning
programs designed to your organizations specific goals, current skills, desired competencies, and
training preferences.

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Whatever your learning needs are, PTC University can help you get the most out of your PTC
products.

PTC Telephone and Fax Numbers


North America

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Education Services Registration


Tel: (888) 782-3773
Fax: (781) 370-5307
Technical Support (Monday - Friday)
Tel: (800) 477-6435
Fax: (781) 707-0328
License Management and Contracts
Tel: 877-ASK-4-PTC (877-275-4782)
Fax: (781) 707-0331

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Europe

Technical Support, License Management, Training & Consulting


Tel: +800-PTC-4-HELP (00-800-78-24-43-57)

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Please refer to http://www.ptc.com/services/training/contact.htm for contact information.

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In addition, you can access the PTC Web site at www.ptc.com. Our Web site contains the latest
training schedules, registration information, directions to training facilities, and course descriptions.
You can also reach technical support, and register for online service options such as knowledge
base searches, reference libraries, and documentation. You can also find general information about
PTC, PTC Products, Consulting Services, Customer Support, and PTC Partners.

Precision Learning
Precision Learning in the Classroom
PTC University uses the Precision Learning methodology to develop effective, comprehensive class
material that will improve the productivity of both individuals and organizations. PTC then teaches
using the proven instructional design principal of Tell Me, Show Me, Let Me Do:

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Topics are introduced through a short presentation, highlighting the key concepts.
These key concepts are then reinforced by seeing them applied in the software application.
You then apply the concepts through structured exercises.

After the course, a Pro/FICIENCY assessment is provided to enable you to assess your
understanding of the materials. The assessment results will also identify the class topics that
require further review.

Precision Learning After the Class

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At the end of the class, you will either take a Pro/FICIENCY assessment via your PTC University
eLearning account, or your instructor will provide training on how to do this after the class.

Each student that enrolls in a PTC class has a PTC University eLearning account. This account will
be automatically created if you do not already have one.

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As part of the class, you receive additional content in your account:

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A Pro/FICIENCY assessment from the course content that generates a Recommended Learning
Report based on your results.
A Web-based training version of the course, based on the same instructional approach of lecture,
demonstration, and exercise. The Recommended Learning Report will link directly to sections
of this training that you may want to review.

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Please note that Web-based training may not be available in all languages. The Web-based training
is available in your account for one year after the live class.

Precision Learning Recommendations

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PTC uses a role-based training approach. The roles and the associated training
are graphically displayed in a curriculum map. Curriculum maps are available for
numerous PTC products and versions in the training section of our Web site at
http://www.ptc.com/services/edserv/learning/paths/index.htm.

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Please note that a localized map may not be available in every language and that the map above is
partial and for illustration purposes only.
Before the end of the class, your instructor will review the map corresponding to the course you
are taking. This review, along with instructor recommendations, should give you some ideas for
additional training that corresponds to your role and job functions.

Training Agenda
Module 02

Advanced Datum Features

Module 03

Advanced Sketching

Module 04

Advanced Hole Creation

Module 05

Advanced Drafts and Ribs

Module 06

Advanced Shells

Module 07

Advanced Rounds and Chamfers

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Advanced Selection

Module 01

Day 1

Module 09

Advanced Blends

Module 10

Sweeps with Variable Sections

Module 11

Helical Sweeps

Module 12

Swept Blends

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Day 3

Relations and Parameters

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Module 08

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Day 2

Advanced Layers

Module 14

Advanced Reference Management

Module 15

Family Tables

Module 16

Reusing Features

Module 17

Advanced Copy

Module 18

Advanced Patterns

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Module 13

Table of Contents
Advanced Modeling using Creo Parametric 2.0
10-1
10-2
10-5
10-8

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Sweeps with Variable Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Designing a Compressor Blade Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating the Trigger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Designing a Camshaft Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12-1
12-2
12-6
12-9

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Swept Blends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating the Faucet Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Designing the Impeller Body of a Pump as a Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating the Lamp Fixture Solid Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Advanced Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1


Creating and Managing Assembly Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2

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Advanced Reference Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1


Managing References on the Camera Housing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2

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Family Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1


Creating Family Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2

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Reusing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-1


Creating User-Defined Features (UDFs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-2
Placing User-Defined Features (UDFs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6

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Advanced Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1


Creating Varying Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-2
Creating a Fill Pattern on MUFFLER.PRT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-5
Creating a Pattern Table for the Muffler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-8
Creating Teeth in the V-Belt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-11
Creating Advanced Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-13

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Module 10

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Sweeps with Variable Sections

2012 PTC

Module 10 | Page 1

Exercise 1: Designing a Compressor Blade Solid Model


Objectives
After successfully completing this exercise, you will be able to:
Create a sweep feature that uses an X-Trajectory to orient itself.
Make a section follow multiple trajectories.

Scenario

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Close Window

COMPRESSOR_BLADE.PRT

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Sweep\Multiple-Traj
Retrieve the model.

Task 2:

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1. Disable all Datum Display types.


2. Edit the definition of Curve id 71.
Click Equation and review the equation used
to create the curve.
Close the editor containing the equation.
Click Cancel Feature .

Task 1:

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You are designing a jet engine compressor. Aerodynamicists have already provided you with the
necessary trajectories and the desired cross-section to design a blade. To use the given inputs
and retain mathematical control over the resulting surfaces, you have chosen to use the Sweep
tool with a variable section.

Begin the creation of the blade with a sweep.

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1. Select anywhere on the background to de-select


all items.
2. Click Sweep

from the Shapes group.

from the dashboard, if necessary.


3. Click Solid
4. Select the curve on the left as the Origin
trajectory.
5. Press and hold CTRL, and select the second
curve, to define the second trajectory.

Module 10 | Page 2

2012 PTC

6. Select the References tab in the dashboard.


Set the second trajectory to be the X-Trajectory
by selecting the X check box for the Chain 1
trajectory.
, then click Sketch

7. Click Create Section

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9. Click File System


from the Get Data group in
the Sketch tab of the ribbon.
Select BLADE_XSEC.SEC and click Open.
Click above the model to place the sketch.
In the Rotate Resize tab, edit the Scale to 1.
Right-click the X location handle and drag it to
relocate it to the left arc center of the sketch.
Drag the location handle to place the section
on the trajectory crosshairs. Also, drag the
rotation handle upward to bring the right arc
center close to the X-Trajectory.

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View
from the Setup group.
8. Notice that the X-Trajectory locates itself in the
positive X-direction from the Origin trajectory (to
the right of the origin).

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10. Click Accept Changes


.
11. Delete the angled centerlines.
12. Constrain the right arc center to be coincident
with the X-Trajectory reference.

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13. Click OK .
14. Click Complete Feature .
15. Orient to the Standard Orientation.

2012 PTC

Module 10 | Page 3

Task 3:

Reshape the blade by using a different X-Trajectory.

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3. Edit the definition of Sweep 1.


4. Select the References tab.
Click Chain 1 to select it.
In the graphics window, select the newly
resumed curve.
5. Spin the model to observe the new preview
geometry.

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1. Click the Operations group drop-down menu and


select Resume > Resume Last Set.
2. Rotate the model to view the curve.

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6. Click Complete Feature .


7. Orient to the Standard Orientation.
8. In the model tree, right-click Curve id 71 and
select Hide.

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from the Quick Access toolbar


9. Click Save
and click OK to save the model.
10. Click Close

11. Click Erase Not Displayed


and click OK.

in the ribbon

This completes the exercise.

Module 10 | Page 4

2012 PTC

Exercise 2: Creating the Trigger


Objectives
After successfully completing this exercise, you will be able to:
Create a sweep feature with a variable section.

Scenario

Sweep\Trigger

Erase Not Displayed

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TRIGGER.PRT

Create sketched trajectories.

1. Disable all Datum Display types.

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from the Datum group.


2. Click Sketch
Select datum plane FRONT from the model
tree for the sketching plane.

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Task 1:

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You are assigned to create the trigger that is used to operate the drill. You create the trigger using a
sweep feature with a variable section.

Click Sketch then click Sketch View


the Setup group.

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3. Enable only the following Sketcher Display


types:
.

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from the Setup group.


4. Click References
Highlight the default references and click
Delete.
Select the two references shown in the figure.
Click Close.

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5. Click Center and Ends


from the Arc types
drop-down menu.
Sketch the arc shown in the figure.

6. Right-click and select Construction Centerline.


Sketch a centerline and edit the dimensions,
as shown in the figure.

2012 PTC

Module 10 | Page 5

7. Right-click and select Line Chain.


Sketch a line segment perpendicular to the
centerline, as shown in the figure.

Use the trajectories to create a Variable Section Sweep.

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Task 2:

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9. Click OK .
10. Press CTRL+D to orient to the Standard
Orientation.

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8. Right-click and select 3-Point/Tangent End.


Sketch the arc and dimension the sketch, as
shown in the figure.

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1. Click Sweep
from the Shapes group.
Select the left curve.
Click the start point arrow to flip it to the top.

Module 10 | Page 6

2012 PTC

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Click OK .
Click Solid
from the dashboard, if necessary.
Click Complete Feature .
Select Sketch 1 from the model tree, then
right-click and select Hide.

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5.
6.
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Click References
.
Select the top and bottom surfaces of the
model as additional references.
Right-click and select Line Chain.
Sketch and dimension a T section by
snapping to the existing Sketcher points.

from the Setup

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then click Sketch View


group.

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from the dashboard,

3. Click Create Section

2. Press CTRL and select the right curve.

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Notice the ability of the variable section


sweep to drive the triangular surfaces to
zero, and then continue the feature as a
rectangular section.

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8. Click Save
from the Quick Access toolbar
and click OK to save the model.
9. Click Close

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10. Click Erase Not Displayed


in the ribbon and
click OK to erase all files from memory.
This completes the exercise.

2012 PTC

Module 10 | Page 7

Exercise 3: Designing a Camshaft Solid Model


Objectives

After successfully completing this exercise, you will be able to:


Create a solid feature using the Sweep tool.
Control the shape of a sweep feature mathematically.
Use the Trajpar and Evalgraph features simultaneously.

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Scenario

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CAM.PRT

Sweep\Cam

Review the datum graph features.

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Task 1:

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You are a part of the team that is designing a racing car. The senior engine designer has decided on
a mechanism and lift profile for the intake and exhaust valves. He has provided you with a graph
of the desired profiles and has asked you to develop the camshaft. The graph displays degrees
of rotation versus offset distance. The mechanism has been designed such that a 1.00 diameter
base circle on the camshaft represents the zero lift profile on the cam. You have chosen the Sweep
feature as a tool to design this part because it enables you to control the shape mathematically.

Disable all Datum Display types.


Edit the definition of INTAKE_PROFILE.
Click Done from the menu manager.
Press ENTER to accept the default name for
the graph.
5. Review the section that defines the Intake Cam
profile.
6. The graph uses a set of imported points to define
the cam profile.
7. Click OK .

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1.
2.
3.
4.

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8. Review the imported points.

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from the Navigator


Click Folder Browser
and click Working Directory .
Click in the address bar to highlight its
contents.
Press END, type intake_profile.pts, and
press ENTER.

9. Edit the definition of EXHAUST_PROFILE.


10. Click Done from the menu manager.
11. Press ENTER to accept the default name for
the graph.
12. Review the section that defines the Exhaust
Cam profile.
Module 10 | Page 8

2012 PTC

Create the Intake Cam surface.

1. Click Sweep

from the Shapes group.

Task 2:

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13. View the point data from the dashboard.


Double-click the spline.
Select the File tab from the dashboard.
Click Coordinate Info .
Click Close in the Information dialog box after
you finish viewing.
again to close the
14. Click OK , then click OK
section window.

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from the dashboard, if necessary.


2. Click Solid
3. Right-click to query and then select the intent
chain edge as the Origin trajectory.

, then click Sketch

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4. Click Create Section

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View
from the Setup group.
5. Enable only the following Sketcher Display
types:
.
6. Sketch and dimension the open section.

2012 PTC

Module 10 | Page 9

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7. Select the Tools tab, then click Relations


from the Model Intent group.
8. Notice in the figure that the Sketcher dimension
sd4 controls the section's width.
9. In the Relations dialog box, type /* Control
the height of the sketch based on the
INTAKE_PROFILE.
Press ENTER and type sd4 = 0.125
+ evalgraph ("INTAKE_PROFILE" ,
trajpar*360) / 100.

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The dimension symbols in your sketch


may be different from what is shown in the
figure. You should use the corresponding
dimension symbol in the relation.

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The 0.125 is in the relation to define the offset of the base cylinder of the cam from the
cylindrical shaft surface. The base cylinder of the cam defines the zero lift position
(the rest position) of the follower.
The system parameter EVALGRAPH is included to take the value of the height of the
cam from the graph INTAKE_PROFILE at every point on the trajectory.
The trajectory length parameter (trajpar) is included as a variable ratio from 01.
You then multiply by 360 since you are defining the cam profile around the cylindrical
shaft (360 degrees).
Finally, you divide the resultant dimension by 100 since you are provided with the graph
with an x-axis scale of 100.

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10. Click OK in the Relations dialog box.


11. Notice that the Sketch updates to reflect the
relation.

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12. Select the Sketch tab, then click OK .


13. Notice that the section revolves at a constant

offset. Click Variable Section


. Notice that
the sweep surface has updated to vary the
section offset according to the sketch relation
and datum graph.
14. Click Complete Feature .
15. Orient to the Standard Orientation.

Module 10 | Page 10

2012 PTC

Task 3:

Create the Exhaust Cam surface.

1. Click Sweep

from the Shapes group.

4. Click Create Section

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from the dashboard, if necessary.


2. Click Solid
3. Right-click to query and then select the intent
chain edge as the Origin trajectory.

then click Sketch

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View
.
5. Sketch and dimension the open section.

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6. Select the Tools tab, then click Relations


from the Model Intent group.
7. In the figure, notice that Sketcher dimension sd4
controls the section's width.

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8. In the Relations dialog box, type /* Control the height of the sketch based on the
EXHAUST_PROFILE.
Press ENTER and type sd4 = 0.125 + evalgraph ("EXHAUST_PROFILE" , trajpar*360) /
100.
Click OK in the Relations dialog box.
The dimension symbols in your sketch may be different from what is shown in the figure.
You should use the corresponding dimension symbol in the relation.

2012 PTC

Module 10 | Page 11

9. Select the Sketch tab, then click OK .


10. Notice that the section revolves at a constant

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offset. Click Variable Section


. Notice that
the sweep surface has updated to vary the
section offset according to the sketch relation
and datum graph.
11. Click Complete Feature .
12. Orient to the Standard Orientation.

Task 4: Change the profile of the Intake Cam lobe.

4. Click Modify
from the Editing group and
select the spline.

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1. Edit the definition of INTAKE_PROFILE.


2. Click Done from the menu manager.
3. Press ENTER to accept the default name for
the graph.

again to close the

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6. Click OK
then click OK
graph section.

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5. Select the File tab and click Open Coordinates


.
Select INTAKE_PROFILE_2.PTS and click
Open.
The graph appears.
The new points represent a more aggressive
cam profile for the Intake Cam.

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8. Click Close

from the Quick Access toolbar


7. Click Save
and click OK to save the model.

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9. Click Erase Not Displayed


in the ribbon and
click OK to erase all files from memory.

This completes the exercise.

Module 10 | Page 12

2012 PTC

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Swept Blends

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Module 12

2012 PTC

Module 12 | Page 1

Exercise 1: Creating the Faucet Solid Model


Objectives
After successfully completing this exercise, you will be able to:
Create a swept blend solid.

Scenario

FAUCET.PRT

Swept_Blend\Sketch_Sections
Task 1:

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Erase Not Displayed

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You are tasked with completing the faucet by using a swept blend solid.

Create a swept blend. Begin by defining the trajectory and the first section.

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from the Shapes group


2. Click Swept Blend
in the ribbon.
from the dashboard, if necessary.
3. Click Solid
4. Select the trajectory.

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1. Enable only the following Datum Display types:


.

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5. Select the Sections tab from the dashboard.


6. Select the lower vertex.

7. Click Sketch from the Sections tab.


8. Enable only the following Sketcher Display
types:
.
from the In Graphics

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9. Click No Hidden
toolbar.

10. Click Sketch View

from the Setup group.

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and sketch a
11. Click Corner Rectangle
rectangle that is symmetric about the crosshairs.
Start at the upper-left corner so that the start
point is in the correct location.

12. Click One-by-One


as shown.
13. Click OK .

Module 12 | Page 2

and edit the dimensions

2012 PTC

Task 2:

Create the second section.

1. Press CTRL+D to orient to the Standard


Orientation.

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2. Click Insert from the Sections tab.


3. Select datum point SEC_2.

5. Click Sketch View

from the Setup group.

4. Click Sketch from the Sections tab.

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and sketch a
6. Click Corner Rectangle
rectangle that is symmetric about the crosshairs.
Start at the upper-left corner so that the start
point is in the correct location.
7. Right-click and select 3-Point / Tangent End
and sketch the arc with endpoints on the
upper-left and lower-left rectangle endpoints.

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8. Click Delete Segment


from the Editing group
and delete the left line segments of the rectangle.
and edit the dimensions

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9. Click One-by-One
as shown.
10. Click OK .

Task 3:

Sketch the third section and complete the feature.

1. Press CTRL+D to orient to the Standard


Orientation.

2012 PTC

Module 12 | Page 3

2. Click Insert from the Sections tab.


3. Select the left end vertex.

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and sketch a
6. Click Corner Rectangle
rectangle that is symmetric about the crosshairs.
Start at the upper-left corner so that the start
point is in the correct location.
7. Right-click and select 3-Point / Tangent End
and sketch the arc with endpoints on the
upper-left and lower-left rectangle endpoints.
Sketch a second arc with endpoints on
the upper-right and lower-right rectangle
endpoints. This arc should have equal radius
to the first arc.

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from the Setup group.

5. Click Sketch View

4. Click Sketch from the Sections tab.

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and edit the dimensions

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9. Click One-by-One
as shown.
10. Click OK .

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8. Click Delete Segment


and delete the line
segments on the left and right sides of the
rectangle.

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11. Press CTRL+D to orient to the Standard


Orientation.
12. Click Shading

13. Click OK

Module 12 | Page 4

2012 PTC

14. Click Complete Feature

15. Click Save


from the Quick Access toolbar
and click OK to save the model.
16. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

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This completes the exercise.

2012 PTC

Module 12 | Page 5

Exercise 2: Designing the Impeller Body of a Pump as a


Solid Model
Objectives

After successfully completing this exercise, you will be able to:


Define tangency of a Swept Blend surface to the adjoining surface.

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Scenario

Swept_Blend\Impeller_Housing

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Erase Not Displayed

Close Window

IMPELLER_BODY_PART.PRT

Begin the creation of a swept blend.

Task 1:

You are assigned a project to create a volute for a turbo compressor. The aerodynamicists have
provided you with the outlet for the volute as well as the cross-sections desired at five stations
around the perimeter of the model. You are asked to finish the 3-D model of the volute to complete
the gas path.

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1. Disable all Datum Display types.

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from the Shapes group


2. Click Swept Blend
in the ribbon.
from the dashboard, if necessary.
3. Click Solid
4. Select the trajectory curve.

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5. Begin dragging the right trajectory handle, then


press SHIFT, and continue dragging the right
trajectory handle until it snaps to the edge of the
existing surface geometry.

6. Press SHIFT and select the upper half of the


trajectory.

Module 12 | Page 6

2012 PTC

7. Press CTRL+D to orient to the Standard


Orientation.
8. Select the Sections tab in the dashboard.
Select the Selected Sections option for
section type.
9. Select the first section.

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10. Click Insert from the Sections tab.


Select the second section.

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11. Click Insert from the Sections tab.


Select the third section.

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12. Click Insert from the Sections tab.


Select the fourth section.

2012 PTC

Module 12 | Page 7

Task 2:

Specify tangency for the start of the swept blend.

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Task 3:

1. Select the Tangency tab from the dashboard.


Edit the Boundary Condition for the Start
Section from Free to Tangent.
Select the surface adjacent to the highlighted
edge.
2. Continue selecting the remaining three adjacent
surfaces. Notice that the first surface highlights
after all four surfaces have been selected.
Complete the swept blend feature.

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1. Click Complete Feature .


2. De-select all geometry then press CTRL and select Curve id 39, Curve id 44, XSECTION1,
XSECTION2,XSECTION3, and XSECTION4. Then, right-click, and select Hide.
3. Select the View tab in the ribbon.

Shell the model.

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1. Click Shell
from the Engineering group.
2. Edit the shell thickness to 0.10.
3. Press CTRL and select all four vertical, flat
surfaces to remove.
4. Click Complete Feature .

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Task 4:

from the Status types drop-down menu.


4. Select Save Status
5. Select the Model tab.

5. Spin the model to inspect it.

PT

6. Click Save
from the Quick Access toolbar
and click OK to save the model.
7. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

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This completes the exercise.

Module 12 | Page 8

2012 PTC

Exercise 3: Creating the Lamp Fixture Solid Model


Objectives
After successfully completing this exercise, you will be able to:
Create swept blend features.

Scenario

LAMP_FIXTURE.PRT

Swept_Blend\Lamp_Fixture

Begin the creation of a swept blend.

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Task 2:

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1. Disable all Datum Display types.


2. Select the following sketches from the model
tree and take note of their location:
Trajectories TRAJ_1 and TRAJ_2.
Sections SEC_1, SEC_2, and SEC_3.
3. Click anywhere in the graphics window to
de-select all items.

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Review the existing sketched curves in the Lamp Fixture part.

Task 1:

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Erase Not Displayed

Close Window

You complete the design of a lamp fixture part by using swept blends.

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1. Click Swept Blend


from the Shapes group
in the ribbon.
from the dashboard, if necessary.
2. Click Solid
3. Select the trajectory curve.
4. Click the arrow to flip the start point to the left
endpoint.

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5. Select the Sections tab in the dashboard.


Select the Selected Sections option for
section type.
6. Select the first section.

2012 PTC

Module 12 | Page 9

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Control the cross-sectional area at a specified location.

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Task 4:

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1. Select Section 1 from the Sections tab.


Click Insert.
Notice a new Section 2 has been added after
Section 1 in the sections list.
Click Remove.
2. Select the Section 1 node from the dashboard
to activate it.
In the graphics window, right-click and select
Insert Section.
Select the section shown.
Notice the refined shape of the blend.

Insert an intermediate section.

Task 3:

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7. Click Insert from the Sections tab.


Select the second section.

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1. Select the Options tab from the dashboard.


Select Set cross-section area control.
Right-click and select Area Ctrl Reference,
if necessary.
Select the vertex.

2. Type 1 for the Area value in the Options tab.


Type 4.5 for the Area value.

Module 12 | Page 10

2012 PTC

Task 5:

Complete the swept blend feature.

Begin the creation of the second swept blend.

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Task 7:

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3. Click Complete Feature

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1. Edit the definition of Swept Blend 1.


2. In the dashboard, select the Sections tab and
select Section 3.
Drag the start point upward 2 vertices.

Redefine the swept blend to create a twisting effect.

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Task 6:

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1. Click Complete Feature .


2. Click anywhere in the graphics window to
de-select all features.
3. Press CTRL and select TRAJ_1, SEC_1,
SEC_2, and SEC_3 from the model tree.
4. Right-click and select Hide.

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1. Click Swept Blend


from the Shapes group
in the ribbon.
from the dashboard, if necessary.
2. Click Solid
3. Select the trajectory curve.

2012 PTC

Module 12 | Page 11

Task 8:

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4. Select the Sections tab in the dashboard.


Notice that Section 1 is highlighted.
Read the current prompt.
Select the start point of the trajectory as the
location for Section 1.

Sketch the first section.

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1. Click Sketch from the Sections tab.


2. Click Project .
Select Loop as the Type.
Select the octagonal surface.

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3. Click Close in the Type dialog box.

Sketch the second section.

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Task 9:

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4. Click OK .
5. Press CTRL+D to orient to the Standard
Orientation.
6. Click Insert from the Sections tab.
Select the right endpoint of the trajectory as
the location for Section 2.

1. Click Sketch from the Sections tab.

2. Click Sketch View


from the Setup group in
the ribbon.
3. Click Palette .
Double-click the 8-Sided Octagon sketch.
Click in the graphics window to place the
Sketch.
Drag the sketch to the cross-hair intersection.
Edit the Scale to 1 and click Accept Changes
.
Click Close.

Module 12 | Page 12

2012 PTC

4. Right-click and select Dimension.


Create a diameter dimension.
Select the 1.00 dimension and click Delete
to resolve the conflict.
Edit the new diameter dimension to 8.

Task 10:

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6. Click OK .
7. Press CTRL+D to orient to the Standard
Orientation.

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5. Select the vertex, then right-click and select


Start Point.

Insert an intermediate section.

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1. Select the Section 1 node from the Sections tab


to activate it.
2. In the graphics window, right-click and select
Insert Section.

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3. Enable Point Display


.
4. Select datum point PNT0.

5. Click Sketch from the Sections tab.


6. Click Sketch View
from the Setup group in
the ribbon.
7. Click Palette .
Place and dimension another octagonal
section, relocating the Start Point as shown.

2012 PTC

Module 12 | Page 13

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Control the cross-sectional area at a specified location.

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Task 12:

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1. Select the Sections tab from the dashboard, if


necessary.
2. Select Section 2.
3. Type -45 for the Rotation value and press
ENTER.
4. Select Section 3.
5. Type -90 for the Rotation value and press
ENTER.
6. Orient the model as necessary to observe the
geometry.

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Specify rotation angles for the sections.

Task 11:

8. Click OK .
9. Press CTRL+D to orient to the Standard
Orientation.

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1. Select the Options tab from the dashboard.


2. Select Set cross-section area control, if
necessary.
3. Right-click and select Area Ctrl Reference, if
necessary.
4. Select the vertex.

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5. Type 4 for the Area value in the Options tab.

Module 12 | Page 14

2012 PTC

Task 13:

Specify tangency for the start of the swept blend.

Shell the model.

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Task 15:

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from the Status types


4. Select Save Status
drop-down menu.
5. Select the Model tab.

1. Click Complete Feature .


2. Select TRAJ_2, then right-click and select Hide.
3. Select the View tab in the ribbon.

Complete the swept blend feature.

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Task 14:

1. Select the Tangency tab from the dashboard.


Edit the Boundary Condition for the Start
Section from Free to Tangent.
Select the surface adjacent to the highlighted
edge.
2. Continue selecting the remaining seven adjacent
surfaces. Notice that the first surface highlights
after all eight surfaces have been selected.

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1. Click Shell
from the Engineering group.
2. Edit the shell thickness to 0.20.
3. Press CTRL and select the top and left flat
surfaces to remove.
4. Click Complete Feature .

5. Spin the model to inspect it.

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6. Click Save
from the Quick Access toolbar
and click OK to save the model.
7. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

2012 PTC

Module 12 | Page 15

Task 16:

View the models in the assembly.

1. Click Open
open it.

and double-click LAMP.ASM to

The black appearance was previously


applied to the LAMP_FIXTURE.PRT in the
context of the assembly.

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2. Click Save
from the Quick Access toolbar
and click OK to save the model.
3. Click File > Manage Session > Erase Current,
and OK to erase the

then click Select All


model from memory.

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This completes the exercise.

Module 12 | Page 16

2012 PTC

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Advanced Layers

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Module 13

2012 PTC

Module 13 | Page 1

Exercise 1: Creating and Managing Assembly Layers


Objectives
After successfully completing this exercise, you will be able to:
Create layers containing reference geometry features.

Scenario

Task 1:

DRILL_POWERTRAIN.ASM

View\Create_Manage_Assy_Layers

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Erase Not Displayed

Close Window

Complete the following exercise to learn how to create and manage layers.

In the top-level assembly, create a layer containing components from a sub-assembly.

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2. In the top of the model tree, click Show


and select Layer Tree. In the layer tree,
right-click and select New Layer.
3. Type EXTERNAL_COMPS as the Name in the
Layer Properties dialog box. Leave the dialog
box open.
4. Select components to add to the layer, as shown
in the figure:
Select the CYLINDER.PRT from the model
and click Place component on current layer
in the Place External Item dialog box.
Select the ENG_BLOCK_REAR.PRT from the
model and click Place component on current
layer in the Place External Item dialog box.
Select the ENG_BLOCK_FRONT.PRT from
the model and click Place component on
current layer in the Place External Item dialog
box.

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1. Enable only the following Datum Display types:


.

from the In Graphics

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5. Click OK in the Layer Properties dialog box. Then click Repaint


toolbar.
6. Expand the layer in the layer tree.

Module 13 | Page 2

2012 PTC

Task 2:

Create a layer in a sub-assembly with the same name as the previous layer.

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O

from the Quick Access toolbar to


7. Click Close
return to the DRILL_POWERTRAIN.ASM.

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3. In the top of the model tree, click Show


and select Layer Tree. Right-click and select
New Layer.
4. Type EXTERNAL_COMPS as the Name in the
Layer Properties dialog box.
5. Select the GEARBOX_REAR.PRT and the
GEARBOX_FRONT.PRT from the model to add
to the layer, as shown in the figure.
6. Click OK in the Layer Properties dialog box. The
layer should appear in the layer tree.

1. In the top of the model tree, click Show


and select Model Tree.
2. Select the GEARBOX_CHUCK.ASM from the
model tree, then right-click and select Open.

Task 3:

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Control the display of both layers from the top-level assembly.

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1. In the top of the model tree, click Show


and select Layer Tree.
2. Select the EXTERNAL_COMPS layer, then
right-click and select Hide. Then click Repaint

In

.
3. The five components within both layers are
hidden.
4. Right-click in the model tree and select Save
Status to save this layer display configuration
to the model.

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PT

The status of Hidden/Unhidden layers must


be saved manually to the model if the layer
status is to be saved when the model is
saved.

2012 PTC

Module 13 | Page 3

5. Select the EXTERNAL_COMPS layer again, then right-click and select Unhide. Then click

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8. Right-click the layer and select Select Items.


9. Right-click the graphics window. Notice that
various operations are available and select
Suppress. Child components highlight in the
graphics window, as shown in the figure.

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. The components are returned to the display.


Repaint
6. Right-click in the model tree and select Save Status to save this layer display configuration
to the model.
7. Expand the EXTERNAL_COMPS node if necessary, and double-click the in
DRILL_POWERTRAIN.ASM layer to expand it, as shown in the figure.

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10. Click OK in the Suppress dialog box. The


selected components and their children are
removed from the display and the regeneration
cycle.

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11. In the top of the layer tree, click Show


and select Model Tree.
12. Click the Operations group drop-down menu and select Resume > Resume.
13. Click Save

Module 13 | Page 4

from the Quick Access toolbar and click OK to save the model.

2012 PTC

Task 4:

Display only select datum planes in the assembly.

1. Select the ENGINE.ASM from the model tree,


then right-click and select Open.
2. Click the Appearance Gallery drop-down menu
and select Clear Appearance.
Select CYLINDER.PRT and click OK.
3. In the top of the model tree, click Show

You can use the existing default layers to


selectively Hide/Unhide datum features from
various components or assemblies.

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and select Unhide. Then click Repaint

and select Layer Tree. Expand the


01__ASM_DEF_DTM_PLN layer.
4. Select the in ENGINE.ASM layer, then right-click

5. Select the in ENGINE.ASM layer again, then right-click and select Hide. Then click Repaint
.

Task 5:

from the main toolbar and click OK to save the model.

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7. Click Save

and select Model Tree.

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6. In the top of the model tree, click Show

Create a layer on the CYLINDER.PRT for a datum plane.

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1. Select the CYLINDER.PRT from the model tree,


then right-click and select Open.

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2. In the top of the model tree, click Show


and select Layer Tree.
3. Expand the 01_PRT_ALL_DTM_PLN layer and
select the EXH_CUT_WIDTH datum plane.
Right-click, select Remove Item, and click Yes.
4. The datum plane should appear.

2012 PTC

Module 13 | Page 5

5. Right-click in the Layer Tree, select New Layer,


and type DATUMS_TO_EDIT as the Name.
6. Select the datum plane you just displayed and
click OK.
7. Select the DATUMS_TO_EDIT layer, then
right-click and select Hide.
.

8. Click Repaint

Display the datum planes at the assembly level and make modifications.

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Task 6:

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to return to the ENGINE.ASM.

9. Click Close

1. In the top of the model tree, click Show


and select Layer Tree.
2. Select the DATUMS_TO_EDIT layer, then
right-click and select Unhide.

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. Notice that the display of the


3. Click Repaint
datum plane can be controlled from this layer
at the assembly level.

and select EXH_CUT.

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6. Click Named Views

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4. In the top of the model tree, click Show


and select Model Tree.
5. Select the CYLINDER.PRT, then right-click and
select Activate.

PT

7. Select the datum plane, then right-click and


select Edit.
8. Edit the dimension to 7.5 and click Regenerate
.
9. Click Close
to return to the DRILL_
POWERTRAIN.ASM.

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from the Quick Access toolbar


10. Click Save
and click OK to save the model.
11. Click File > Manage Session > Erase Current,
then click Select All
model from memory.

and OK to erase the

This completes the exercise.

Module 13 | Page 6

2012 PTC

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Module 14

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Advanced Reference Management

2012 PTC

Module 14 | Page 1

Exercise 1: Managing References on the Camera


Housing
Objectives

After successfully completing this exercise, you will be able to:


Edit the references for features in a part model.

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Scenario

Erase Not Displayed

Edit\Edit_References

CAMERA_HOUSING.PRT

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Close Window

Try to change the references of the cylindrical protrusion to the surface of the cut feature.

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1. Enable only the following Datum Display types:


.
2. Right-click CYLINDRICAL in the model tree and
select Edit References.
3. Click No so that you do not roll back the model.
4. The top of the model highlights and the message
window prompts you to select an alternate
sketching plane.

Task 1:

In this exercise, you move the cylindrical protrusion on the base feature and place it on the cut
feature. This involves creating new parent/child relationships for the cylindrical protrusion.

PT

In

5. Specify a new reference for the highlighted


sketching plane by leaving Alternate selected
as the default.
6. Select the top surface of the cut feature.

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7. Next, the current horizontal reference plane for


Sketcher appears.
8. Keep the datum plane as the horizontal
reference by selecting Same Ref from the menu
manager.

Module 14 | Page 2

2012 PTC

9. The first current dimensioning reference for


the sketch appears. Notice that this first
dimensioning reference is also the current
horizontal reference plane from the previous
step.
10. Keep the datum plane as the first dimensioning
reference by selecting Same Ref from the menu
manager.

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12. Change the second dimensioning reference


by leaving the default menu pick of Alternate
selected in the menu manager.
13. Select the side surface.

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11. The second current dimensioning reference for


the sketch appears.

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14. Notice the message window states that there is a feature regeneration failure and the CUT
feature highlights in red in the model tree.
15. Click Cancel to undo the changes.
Investigate the parent/child relationships of the cut feature.

Task 2:

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PT

1. Select the CUT feature in the model tree.


2. Right-click and select Info > Reference Viewer.
3. Click the down arrows for each of the three
parent features to display their references.

2012 PTC

Module 14 | Page 3

4. Click Surface id 67. The front surface of the


block highlights as the sketching plane.

7. Click Edge id 185. The bottom edge of the


cylinder highlights as a dimensional reference.

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5. Click Surface id 177. The top of the cylinder


highlights as the horizontal reference plane.
6. This is an unwanted relationship.

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This reference caused Edit References from


the previous task to fail.

Break the parent/child relationship between the cut and the cylindrical protrusion.

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Task 3:

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In

8. Click Surface id 147. The right surface of


the rectangular protrusion highlights as a
dimensional reference.
This surface is used as an alignment
reference.
9. Click Close in the Reference Viewer dialog box.

1. Right-click the CUT feature in the model tree


and select Edit References.
2. Click No so that you do not roll back the model.
3. Retain the sketching plane by clicking Same
Ref. Read the message window.
4. Leave the default Alternate and select the top
surface as the new horizontal reference plane.

Module 14 | Page 4

2012 PTC

5. Leave the default Alternate and select the top


surface as the first dimensional reference.

Change the cylindrical protrusion as planned.

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Task 4:

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6. Retain the second dimensional reference to the


second protrusion by clicking Same Ref.
7. Notice that the message window indicates
that the feature rerouted (edited references)
successfully.

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1. Right-click CYLINDRICAL in the model tree and


select Edit References.
2. Click No so you do not roll back the model.
3. Select the top surface of the cut as the new
sketching plane.
4. Click Same Ref to retain the horizontal
reference.
5. Click Same Ref again to retain the first
dimensioning reference.

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PT

6. Click the side surface as the second


dimensioning reference.

7. Notice that the feature successfully reroutes.


8. Click Save
from the Quick Access toolbar
and click OK to save the model.

2012 PTC

Module 14 | Page 5

Task 5:

Try to remove the rectangular protrusion as dictated by the new design intent.

1. Right-click RECTANGULAR in the model tree


and select Delete.
2. Click Cancel in the Delete dialog box.

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1. Expand the CUT feature in the model tree.


2. Edit the definition of section SECTION 1.
3. Enable only the following Sketcher Display
types:
.
4. From the In Graphics toolbar, select No Hidden
from the Model Display types drop-down
menu.
5. Select the left vertical line, then right-click and
select Delete.

Break the parent/child relationship between the cut feature and protrusion feature. In
addition, change the section of the cut feature.

Task 6:

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The cut feature highlights because it is a


child of the second protrusion.

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6. Click 3-Point / Tangent End


from the Arc
types drop-down menu and create the tangent
arc.

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PT

7. Click References
from the Setup group.
Select Surf:F7 and click Delete.
Click Close.
Click Yes in the Missing References dialog
box.
8. Press CTRL and select the left arc and bottom
horizontal line, then right-click and select
Tangent to create a tangency constraint.

9. Select the 2.50 dimension, then right-click and


select Strong.
10. Press ENTER to accept the dimension value.

and create the dimension


11. Click Normal
between the arc center and left surface.
12. Click OK .

Module 14 | Page 6

2012 PTC

Task 7:

Delete the rectangular protrusion.

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1. Click Shading
from the Model Display types
drop-down menu.
2. Right-click RECTANGULAR in the model tree
and select Delete.
3. Click OK.

4. Click Save
from the Quick Access toolbar and click OK to save the model.
5. Click File > Manage Session > Erase Current > Yes to erase the model from memory.

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This completes the exercise.

2012 PTC

Module 14 | Page 7

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Module 14 | Page 8

2012 PTC

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Family Tables

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Module 15

2012 PTC

Module 15 | Page 1

Exercise 1: Creating Family Tables


Objectives
After successfully completing this exercise, you will be able to:
Create a family table of parts using the Copy with Increments tool.

Erase Not Displayed

Feature_Tools\Drill_Bit

STD_BIT.PRT

Close Window

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4. Select the diameter 14 dimension, then


right-click and select Properties.
Edit the Name from d1 to BIT_DIA.
Click OK.

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1. Disable all Datum Display types.


2. Select the MAIN_PROTRUSION feature from
the model tree, then right-click and select Edit.
3. Select the 266 dimension, then right-click and
select Properties.
Edit the Name from d0 to BIT_LENGTH.
Click OK.

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Create a family table of the STD_BIT.PRT.

Task 1:

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You are assigned to create a family table of drill bits to be sold as extras for a drill.

Scenario

5. Click the Model Intent group drop-down menu,


and select Family Table
.

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PT

in the Family Table


6. Click Add Columns
dialog box.
Select the MAIN_PROTRUSION feature from
the model tree and select the 14 and 266
dimensions (BIT_DIA and BIT_LENGTH).
Click OK in the Family Items dialog box.

7. Click Insert Instance


in the Family Table
dialog box.
8. Type STD_BIT_8-218 for the Instance Name.
9. Type 8 for the BIT_DIA and 218 for the
BIT_LENGTH.

Module 15 | Page 2

2012 PTC

10. Select the STD_BIT_8-218 instance and click

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11. Click OK in the Patternize Instance dialog box.


12. Select the duplicate STD_BIT_8-218 instance
(called STD_BIT_8-2180), then right-click and
select Delete Rows.
Click Yes to confirm the deletion.
13. Edit the Instance Names, as shown in the figure.
14. Leave the Family Table dialog box open.

Copy With Increments


. Configure the
Pattern Instance dialog box, as shown in the
figure:
Type 18 as the Quantity, and press ENTER.
Select the BIT_DIA dimension and click Add
Item .
Type 1 as the Increment, and press ENTER.
Select the BIT_LENGTH dimension and click
Add Item .
Type 8 as the Increment, and press ENTER.

2012 PTC

Module 15 | Page 3

Task 2:

Add a feature to the family table.

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1. Click Add Columns


in the Family Table
dialog box.
2. Click Feature in the Family Items dialog box, then
press CTRL and select the REDUCTION_CUT
feature from the model tree.
Click OK in the Family Items dialog box.
3. Edit the instances, as shown in the figure.

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4. In the Family Table dialog box, click Verify Instances


Click Verify.
Note that all instances regenerate successfully.
Click Close.

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5. Select STD_BIT_8-218 in the family table.


. Click Close.
6. Click Preview Instance

PT

7. Select STD_BIT_14-266 in the family table.


8. Click Preview Instance
. Click Close.

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9. Select STD_BIT_20314 in the family table.


10. Click Preview Instance
. Click Close.

11. Click OK in the Family Table dialog box.

12. Click Save


from the Quick Access toolbar and click OK to save the model.
13. Click File > Manage Session > Erase Current > Yes to erase the model from memory.

This completes the exercise.

Module 15 | Page 4

2012 PTC

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Reusing Features

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Module 16

2012 PTC

Module 16 | Page 1

Exercise 1: Creating User-Defined Features (UDFs)


Objectives
After successfully completing this exercise, you will be able to:
Reuse designs by creating user-defined features.

Scenario

Feature_Tools\Create_udf

SPLINE_UDF_TEMPLATE.PRT

Erase Not Displayed

Close Window

1. Enable only the following Datum Display types:


.
2. In the ribbon, select the Tools tab.

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Create a UDF from the end spline of the SPLINE_UDF_TEMPLATE.PRT.

Task 1:

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You are assigned to create a spline end on the connector ends of the front engine block where it
interfaces with the rear engine block. Due to the large number of connector ends in future models,
use a generic connector end part to create a UDF.

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3. Click UDF Library


from the Utilities group.
4. Click Create from the menu manager.
5. Type spline_end as the name and press
ENTER.
6. Click Stand Alone > Done from the menu
manager.
7. Click No in the Confirmation dialog box to not
create a reference part.
8. Press CTRL and select the features in the model
tree, as shown in the figure, to be included in
the UDF.

PT

All references from the features selected for


the UDF require prompts.

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9. Click Done > Done/Return from the menu


manager.
10. Note the highlighted surface in the model.
11. Click Single > Done/Return from the menu
manager.
12. Type end surface as the prompt and press
ENTER.
The end surface was used for both the hole
and the cut.

Module 16 | Page 2

2012 PTC

13. Note the highlighted datum axis in the model.


14. Click Single > Done/Return from the menu
manager.
15. Type axis as the prompt and press ENTER.

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The edge was used for the chamfer.

16. Note the highlighted edge in the model.


17. Type end edge as the next prompt and press
ENTER.

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The axis was used for both the hole and the
angled datum plane.

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18. Note the highlighted datum plane in the model.


19. Click Single > Done/Return from the menu
manager.
20. Type reference plane as the next prompt and
press ENTER.
The plane was used for the angled datum
plane.

2012 PTC

Module 16 | Page 3

21. Note the highlighted surface in the model.


22. Type cylindrical surface as the next prompt
and press ENTER.

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The surface was used as a reference for the


cut.

Task 2:

Define optional UDF elements.

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23. Click Next and Previous from the menu manager to review the prompts you have typed
in and correct any prompts, if necessary.
24. Click Done/Return from the menu manager.

PT

In the UDF dialog box, double-click Var Elements.


Select END_CHAMFER from the model tree.
Click All > Done from the menu manager.
Click OK in the Select dialog box to complete selecting variable elements.

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5.
6.
7.
8.

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1. In the UDF dialog box, double-click Var Dims.


2. Select the 10.5 dimension (d15) that defines the
length of the cuts.
3. Click Done/Return > Done/Return from the
menu manager.
4. Type spline length as the prompt for this
dimension and press ENTER.

9. In the UDF dialog box, double-click Family


Table.
10. In the Family Table dialog box, click Add
to add a column to the table.
Columns
11. In the Family Items dialog box, do the following:
Select Feature.
Select CTR_HOLE from the model tree.
Click OK.

Module 16 | Page 4

2012 PTC

12. In the Family Table dialog box, do the following:

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Click Insert Instance


twice to add two
additional instances.
Edit the values for the instance name and
feature columns, as shown in the figure.
Click OK.
13. Click OK in the UDF dialog box to save the UDF
to your working directory.
14. Click Done/Return from the menu manager.

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This completes the exercise.

from the main toolbar and click


15. Click Save
OK to save the model.
16. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

2012 PTC

Module 16 | Page 5

Exercise 2: Placing User-Defined Features (UDFs)


Objectives
After successfully completing this exercise, you will be able to:
Reuse designs by inserting user-defined features.

Scenario

FINAL_GEAR_SHAFT_UDF.PRT

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1. Enable only the following Datum Display types:


.
2. Click User-Defined Feature
from the Get
Data group.
3. In the Open dialog box, select SPLINE_END.
GPH and click Open.
4. In the Select Instance dialog box, select the
NO_HOLE instance and click Open.
5. In the Insert User-Defined Feature dialog box,
accept the default selection of Advanced
reference configuration and click OK.
6. Click OK in the Information window.

Place the UDF on the Final Gear Shaft UDF part.

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Feature_Tools\Place_UDF_Ex

Erase Not Displayed

Close Window

Task 1:

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You are assigned to create a spline end on the connector ends of the front engine block where it
interfaces with the rear engine block. Due to the large number of connector ends in future models,
you have already created a UDF. Insert the UDF on the connector ends of the front engine block.

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PT

7. In the User Defined Feature Placement dialog


box, do the following:
Select the Options tab and select Keep
dimension values for Scaling.
Clear the check box for redefining feature
END_CHAMFER.
Select the Placement tab.

Module 16 | Page 6

2012 PTC

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10. In the User Defined Feature Placement dialog


box, select AXIS (Reference 2) from the list of
original feature references.
11. Select datum axis A_2, shown in the figure, as
the corresponding reference for Axis.

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8. In the User Defined Feature Placement dialog


box, select EDGE (Reference 1) from the list of
original feature references.
9. Select the edge shown in the figure as the
corresponding reference for End Edge.

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12. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 3) from the
list of original feature references.
13. Select datum plane FRONT shown in the figure
as the corresponding reference for Reference
Plane.

2012 PTC

Module 16 | Page 7

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14. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 4) from the
list of original feature references.
15. Select the surface shown in the figure as the
corresponding reference for End Surface.

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16. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 5) from the
list of original feature references.
17. Select the surface shown in the figure as the
corresponding reference for Cylindrical Surface.

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18. In the User Defined Feature Placement dialog


box, select the Variables tab and type 15 as the
value for the d15 cut dimension.
Click Accept .

PT

19. Click Save


from the Quick Access toolbar.
20. Click OK in the Save Object dialog box.
.

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21. Click Close

Module 16 | Page 8

2012 PTC

Task 2:

Place the UDF on the Chuck UDF part.

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8. In the User Defined Feature Placement dialog


box, do the following:
Select the Options tab and select Keep
dimension values for Scaling.
Clear the check box for redefining feature
END_CHAMFER.
Select the Placement tab.

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3. Click User-Defined Feature


from the Get
Data group.
4. In the Open dialog box, select SPLINE_END.
GPH and click Open.
5. In the Select Instance dialog box, select the
NO_HOLE instance and click Open.
6. In the Insert User-Defined Feature dialog box,
accept the default selection of Advanced
reference configuration and click OK.
7. Click OK in the Information window.

1. Click Working Directory


from the Navigator.
2. Double-click CHUCK_UDF.PRT from the
Browser to open it.

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PT

9. In the User Defined Feature Placement dialog


box, select EDGE (Reference 1) from the list of
original feature references.
10. Select the edge shown in the figure as the
corresponding reference for End Edge.

2012 PTC

Module 16 | Page 9

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13. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 3) from the
list of original feature references.
14. Select datum plane RIGHT shown in the figure
as the corresponding reference for Reference
Plane.

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11. In the User Defined Feature Placement dialog


box, select AXIS (Reference 2) from the list of
original feature references.
12. Select datum axis A_2, shown in the figure, as
the corresponding reference for Axis.

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15. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 4) from the
list of original feature references.
16. Select the surface shown in the figure as the
corresponding reference for End Surface.

Module 16 | Page 10

2012 PTC

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19. In the User Defined Feature Placement dialog


box, select the Variables tab and type 20 as the
value for the d15 cut dimension.
Click Accept .

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17. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 5) from the
list of original feature references.
18. Select the surface shown in the figure as the
corresponding reference for Cylindrical Surface.

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In both cases, the UDF is removing material.


However, it is possible to have a UDF that
uses various features to add and remove
material at the same time. Also, since a
feature tool such as Extrude can be used to
create cuts or protrusions, it is possible to
create a UDF that can be toggled between
Cut and Protrusion upon placement.

PT

22. Click Close

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20. Click Save


from the main toolbar.
21. Click OK in the Save Object dialog box.

Task 3:

Place the UDF on the Engine Block Front part.

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1. Click Working Directory


from the Navigator.
2. Double-click ENG_BLOCK_FRONT.PRT from
the Browser to open it.

3. Click User-Defined Feature


from the Get
Data group.
4. In the Open dialog box, select SPLINE_END.
GPH and click Open.
5. In the Select Instance dialog box, select the
HOLE instance and click Open.
6. In the Insert User-Defined Feature dialog box,
accept the default selection of Advanced
reference configuration and click OK.
7. Click OK in the Information window.

2012 PTC

Module 16 | Page 11

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9. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 1) from the
list of original feature references.
10. Zoom in and select the surface shown in the
figure as the corresponding reference for End
Surface.

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8. In the User Defined Feature Placement dialog


box, do the following:
Select the Options tab.
Select Scale by value for Scaling and type
0.33 as the Scaling factor.
Select the Placement tab.

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PT

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11. In the User Defined Feature Placement dialog


box, select AXIS (Reference 2) from the list of
original feature references.
12. Select datum axis A_1, shown in the figure, as
the corresponding reference for Axis.

13. In the User Defined Feature Placement dialog


box, select EDGE (Reference 3) from the list of
original feature references.
14. Select the edge shown in the figure as the
corresponding reference for End Edge.

Module 16 | Page 12

2012 PTC

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17. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 5) from the
list of original feature references.
18. Select the surface shown in the figure as the
corresponding reference for Cylindrical Surface.

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15. In the User Defined Feature Placement dialog


box, select SURFACE (Reference 4) from the
list of original feature references.
16. Select datum plane DTM1, shown in the figure,
as the corresponding reference for Reference
Plane.

PT

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19. In the User Defined Feature Placement dialog


box, select the Variables tab and type 4 as the
value for the d15 cut dimension.

20. In the User Defined Feature Placement dialog box, clear the Auto Regeneration check box.
Click First Feature

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Click Last Feature .


21. Notice that you are now redefining the chamfer feature within the UDF.
22. In the dashboard, do the following:
Change 45 x D to Angle x D from the
Dimensioning Scheme drop-down list.
.
Click Switch Surfaces
Type 30 as the angle value.
Type 0.75 as the chamfer distance (D) value,
as shown in the figure.
Click Complete Feature .

2012 PTC

Module 16 | Page 13

23. Click Accept


in the User Defined Feature
Placement dialog box.
from the main toolbar.
24. Click Save
25. Click OK in the Save Object dialog box.

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26. Click Close


.
27. Click File > Manage Session > Erase Not
Displayed and click OK to erase all files from
memory.

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This completes the exercise.

Module 16 | Page 14

2012 PTC

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Advanced Patterns

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Module 18

2012 PTC

Module 18 | Page 1

Exercise 1: Creating Varying Patterns


Objectives
After successfully completing this exercise, you will be able to:
Use various techniques to create patterns with members that vary as they are patterned.

Scenario

Pattern\Dim_Pattern_1st

ENGINE_COVER.PRT

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Create a varying dimension pattern of the FRONT_VENT.

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1. Disable all Datum Display types.


from the In Graphics
2. Click Named Views
toolbar and select FRONT.
3. Select Group FRONT_VENT from the model
tree.
Right-click and select Pattern.

Erase Not Displayed

Close Window

Task 1:

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The front and back vents in the engine cover need patterns that vary in size for aesthetic and
functional purposes.

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4. In the dashboard, verify that the pattern type is


Dimension.
5. Select the 30 dimension and type 8 as the
increment.
Edit the number of members to 11.
from the
Click Complete Feature
dashboard.
Notice that the pattern has narrowed
automatically.

Module 18 | Page 2

2012 PTC

Task 2:

Determine why the patterned cut automatically narrowed.

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Create a varying pattern for the back vents.

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Task 3:

2. Click Cancel
from the Sketcher toolbar and
then click Yes.

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To test that a feature varies as desired once


it is patterned, drag the end of a dimensions
arrow.

1. Expand Pattern 3 of FRONT_VENT, Group


FRONT_VENT, and FRONT_CUT.
Select Section 1, then right-click and select
Edit Definition.
Enable only the following Sketcher Display
.
types:
Notice that the pattern narrowed automatically
due to the construction geometry in the sketch
that was used to capture the design intent. As
the 30 dimension is increased, the length of
the sketch follows the construction geometry.

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1. Click Named Views


and select BACK.
2. Expand the Group BACK_VENT group in the
model tree.
Expand BACK_CUT.
Select Section 1, then right-click and select
Edit Definition.
Notice the use of a construction arc in the
sketch. The sketch follows this path when
patterned.

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3. Click Cancel
from the Sketcher toolbar and
then click Yes.
4. Select the Group BACK_VENT from the model
tree.
Right-click and select Pattern.

5. Select the 30 dimension, type 8 as the increment,


and press ENTER.
Edit the number of members to 6.
Click Complete Feature .
6. Spin the model slightly and notice that the last
pattern member is very close to the U shaped
cut.

2012 PTC

Module 18 | Page 3

Task 4:

Refine the pattern by adding an additional dimension to increment.

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1. With the pattern still selected, right-click and


select Edit Definition.
Press CTRL, select the 24 dimension, type -1
as the increment, and press ENTER.
2. In the dashboard, do the following:
Select the Dimensions tab and notice the
second dimension in the first direction.
Edit the number of pattern members to 11 and
press ENTER.
Click Complete Feature .

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3. Click Save
from the main toolbar and click OK to save the model.
4. Click File > Manage Session > Erase Current > Yes to erase the model from memory.

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This completes the exercise.

Module 18 | Page 4

2012 PTC

Exercise 2: Creating a Fill Pattern on MUFFLER.PRT


Objectives
After successfully completing this exercise, you will be able to:
Create a Fill pattern.

Scenario

Pattern\Fill_Pattern

Erase Not Displayed

Close Window

MUFFLER.PRT

Create a Fill pattern on MUFFLER.PRT.

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1. Disable all Datum Display types.


2. Select the EXH_HOLE feature from the model
tree, then right-click and select Pattern.
3. Select Fill as the pattern type, if necessary.
Select the circular sketch feature from the
model.

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Task 1:

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You are assigned to create a Fill pattern that achieves the desired muffler look and also contains
enough hole area for the correct back pressure.

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PT

4. In the dashboard, edit the Pattern Spacing


to 5.

2012 PTC

Module 18 | Page 5

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5. In the dashboard, select Diamond Spacing


from the Spacing types drop-down menu.

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6. In the dashboard, select Hexagon Spacing


from the Spacing types drop-down menu.

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7. In the dashboard, select Circle Spacing


from the Spacing types drop-down menu.

to 7.

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8. Edit the Pattern Radial Spacing

9. In the dashboard, select Curve Spacing


the Spacing types drop-down menu.

Module 18 | Page 6

from

2012 PTC

10. In the dashboard, select Spiral Spacing


from the Spacing types drop-down menu.
to 180

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11. Edit the Pattern Grid Rotation


degrees.

to -1.

13. Edit the Pattern Boundary Spacing

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16. Click Complete Feature

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14. Edit the Pattern Grid Rotation


to 45
degrees.
15. Select the two pattern members closest to the
front edge to disable them.

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12. In the dashboard, select Square Spacing


from the Spacing types drop-down menu.

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17. Click Save


from the main toolbar and click
OK to save the model.
18. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

This completes the exercise.

2012 PTC

Module 18 | Page 7

Exercise 3: Creating a Pattern Table for the Muffler


Objectives
After successfully completing this exercise, you will be able to:
Create a pattern table.

Scenario

Task 1:

MUFFLER_PATTERN.PRT

Pattern\Create_Pat_Table

Open a template part and create a pattern.

Convert the pattern to a pattern table.

PT

Task 2:

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1. Disable all Datum Display types.


from the
2. Select Hole 1 and click Pattern
Editing group.
3. In the dashboard, edit the pattern type to
Dimension, if necessary.
Select the 7.5 dimension and type 5 as the
increment.
Right-click and select Direction 2
Dimensions.
Select the 8 dimension and type 5 as the
increment.
Type 8 for the number of members in the first
direction (horizontal).
Type 7 for the number of members in the
second direction (vertical).
4. Click Complete Feature .

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Erase Not Displayed

Close Window

You are assigned to modify the design of a Muffler part by using pattern tables.

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1. Select the pattern of holes if it is not already


selected.
2. Right-click and select Edit Definition.
3. In the dashboard, edit the pattern type from
Dimension to Table and click Yes in the Confirm
dialog box.
Press CTRL and select the 3 dimension.
Select the Table Dimensions tab and notice
all three dimensions.

Module 18 | Page 8

2012 PTC

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7. In the Pro/TABLE Editor, select instance 1 by


clicking in the idx column.
Press SHIFT and select instance 6 to highlight
pattern instances 16.
Click Edit > Delete.
In the Delete Rows/Columns dialog box, select
Rows and click OK.

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4. In the dashboard, select the Tables tab.


Click in the Name field, edit the table name to
MUFFLER-1, and press ENTER.
Click Edit.
5. The Pro/TABLE Editor launches.
6. Notice that the table contains values for the
existing holes. The system converted the
Dimension pattern into a Table pattern.

PT

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8. Repeat the previous step to delete the following rows:


8
1112
1516
2325
3032
3940
4344
47
4954

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The pattern table starts numbering at zero (for the lead instance) but does not display
this instance in the table since it cannot be modified using the table. Therefore, instance
#1 in the table is actually pattern instance #2, and instance #55 in the table is actually
pattern instance #56.

9. Type 4 in the DIA (3.00) column for the following instances:


9
1417
22
2728
33
3841
46

2012 PTC

Module 18 | Page 9

10. Click File > Exit from the Pro/TABLE Editor to


close it.
11. Click Complete Feature .

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12. Click Save


from the main toolbar and click
OK to save the model.
13. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

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This completes the exercise.

Module 18 | Page 10

2012 PTC

Exercise 4: Creating Teeth in the V-Belt


Objectives
After successfully completing this exercise, you will be able to:
Create a Curve pattern.

Scenario
Erase Not Displayed

Pattern\Curve_Pattern

BELT.ASM

Close Window

Task 1:

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You are tasked with completing the V-belt for an engine's front pulley system. The design criteria
stipulate that for this belt length there must be forty teeth.

Use a Curve pattern to create evenly spaced teeth within the V-belt.

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1. Disable all Datum Display types.


2. Notice that the V-belt wraps around the two
pulleys and the idler.

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3. Right-click V_BELT_3L.PRT and select Open.


4. Select the BELT_PATH sketch.

5. Right-click TOOTH_SECTION and select Edit


Definition.
6. Enable only the following Sketcher Display
types:
.

from the Setup group.


7. Click Sketch View
8. Zoom in on the section. Notice that it is tangent
to the BELT_PATH sketch.
.
9. Click OK

2012 PTC

Module 18 | Page 11

10. With TOOTH_SECTION still selected, start the


from the Engineering group.
Extrude
11. In the dashboard, click Remove Material

Edit the Side 1 depth to Through All


.
Select the Options tab and edit the Side 2
.
depth to Through All
from the dashboard.
12. Click Complete Feature

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13. Press CTRL+D to orient to the Standard


Orientation.
14. With Extrude 1 still selected, click Pattern
from the Editing group.
15. Edit the pattern type to Curve.
16. Select sketch BELT_PATH.

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Edit the member quantity to 40.
18. Click Complete Feature .

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17. In the dashboard, click Use Member Quantity

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19. Click Save


from the main toolbar and click
OK to save the model.
to return to the BELT.ASM.

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20. Click Close

21. Click Save

from the main toolbar and click OK to save the model.

22. Click File > Manage Session > Erase Current, then click Select All
the model from memory.

and OK to erase

This completes the exercise.

Module 18 | Page 12

2012 PTC

Exercise 5: Creating Advanced Patterns


Objectives

After successfully completing this exercise, you will be able to:


Create dimension patterns in two directions.
Create rotational patterns.
Create fill patterns.
Create patterns of patterns.

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Scenario

You have been assigned to complete the design for a cover, which requires multiple patterns.

Task 1:

COVER.PRT

Create the first pattern of a Nested pattern.

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2. Click Named Views


from the In Graphics
toolbar and select TOP.

1. Enable only the following Datum Display types:


.

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Pattern\Adv_Patterns

Erase Not Displayed

Close Window

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3. Zoom in on Hole 1 near the center of the model.


4. Select Hole 1 and click Pattern .
5. In the dashboard, select Dimension as the
pattern type.
6. Select the horizontal 2 dimension and edit the
increment to 4.
7. Right-click and select Direction 2 Dimensions.
8. Select the vertical 2 dimension and edit the
increment to 4.

9. Click Complete Feature


10. Zoom out slightly.

2012 PTC

Module 18 | Page 13

Task 2:

Create a Fill pattern of the previous pattern.

value

Type 6 as the Pattern Boundary Spacing


value and press ENTER.
Notice that the pattern is not symmetric within
the sketch, as shown in the figure.

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Type 16 as the Pattern Spacing


and press ENTER.

from the spacing

4. Select Diamond Spacing


types drop-down menu.

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1. Create a Fill pattern of the previous pattern.


2. Right-click and select Pattern.
3. Edit the pattern type to Fill.
Select the circular FILL_SKETCH from the
model.

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5. In the dashboard, select the Options tab.


Select the Use alternate origin check box.
Select datum point PNT0 from the model tree.
Notice that the pattern is now symmetric within
the sketch.

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6. Click Complete Feature .


7. Orient to the Standard Orientation.

Module 18 | Page 14

2012 PTC

Task 3:

Pattern the extruded cut.

1. Disable Plane Display

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Create a rotational dimension pattern of the previous pattern.

Create a reference pattern on the previous nested pattern.

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Task 5:

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1. Select the pattern of extruded cuts, if not already


selected.
2. Right-click and select Pattern.
3. Verify that the pattern type is set to Dimension.
4. Select the 45 degree dimension, and edit the
increment to 60.
5. Edit the number of members to 6.
6. Click Complete Feature .
7. Spin the model and view the pattern.

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Task 4:

.
2. Disable Point Display
3. Select Extrude 2 from the model tree.
4. Click Pattern .
Verify that the pattern type is Dimension.
Select the 49 dimension and edit the increment
to 12.
Edit the number of members to 4.
5. Click Complete Feature .
6. Spin the model and view the pattern.

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1. Select Round 2 from the model tree and zoom


in slightly.
2. Right-click and select Pattern.
3. Notice that the pattern type is set to Reference.
4. Notice that the Reference type is set to Feature.
5. Click Complete Feature .

6. With the pattern still selected, right-click and


select Edit Definition.
7. In the dashboard, edit the Reference type to
Group.
8. Click Complete Feature .

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Module 18 | Page 15

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1. Select the nested pattern of extruded cuts (not


the reference pattern). Right-click and select
Edit Definition.
2. In the dashboard, select the Dimensions tab.
Edit the Direction 1 Increment to 14.4.
3. Edit the number of members to 25.
4. Click Complete Feature .

Complete the model by increasing the quantity of the Nested pattern.

Task 6:

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9. With the pattern still selected, right-click and


select Edit Definition.
10. In the dashboard, edit the Reference type to
Both.
11. Click Complete Feature .

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5. Zoom in to view the feature detail.

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from the main toolbar and click


6. Click Save
OK to save the model.
7. Click File > Manage Session > Erase Current
> Yes to erase the model from memory.

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This completes the exercise.

Module 18 | Page 16

2012 PTC

Copyright
Advanced Modeling using Creo Parametric 2.0
Copyright 2012 Parametric Technology Corporation and/or Its Subsidiary Companies. All Rights Reserved.

User and training guides and related documentation from Parametric Technology Corporation and its subsidiary companies (collectively "PTC") are subject to the copyright laws of the United States and
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may not be disclosed, transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written consent of PTC and no
authorization is granted to make copies for such purposes.

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Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibility
or liability for any errors or inaccuracies that may appear in this document.
The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United
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Important Copyright, Trademark, Patent, and Licensing Information: See the About Box, or copyright notice, of your PTC software.
UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND

This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN95),
and are provided to the US Government under a limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to the
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FAR 52.227-19(c)(1)-(2) (JUN87), as applicable. 01012012
Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA

PRINTING HISTORY
Date

T3903-390-02

05/04/2012

Initial Printing of:


Advanced Modeling using Creo Parametric 2.0

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Order Number DT-T3903-390-02


Printed in the U.S.A

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Document No.

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