Handouts & Exercises: University of Cambridge Department of Engineering

UNIVERSITY OF CAMBRIDGE
DEPARTMENT OF ENGINEERING
PART 1A CAD COURSE
HANDOUTS
&
EXERCISES
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
Contents
Introduction to CAD
1 Background
2 Overview of Creo
2.1
2.2
Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.1.1
Datum Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.1.2
Sketched (Base) Features . . . . . . . . . . . . . . . . . . . . . . . . .
10
2.1.3
Pick and Place (or Referenced) Features . . . . . . . . . . . . . . . .
10
Modification of Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
Exercise 8: Simple Extruded and Revolved Parts
11
1 Key
12
2 Getting Started
12
3 Creating a Part
13
4 Task 1 - Extruded Section
13
4.1
Starting an Extrusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
4.2
Review/Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
4.3
Edit Profile Dimensions
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
4.4
Save Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
4.5
Print Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
4.6
Exiting Creo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
5 Task 2 - Keeper Plate
18
5.1
New part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
5.2
Revolved Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
5.3
Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19
5.4
Create a Round . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20
5.5
Create a Chamfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20
6 Task 3 - Additional Components
21
6.1
Clamp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
6.2
Non-functional Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
7 Construction and Editing (aide-memoire)
25
Exercise 9: Intersections, Patterns and Part Drawing (1)
33
1 Key
35
2 Getting Started
35
3 Task 1 - Cylinder/ Domed-Cylinder Intersection
36
3.1
Start Domed-Cylinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
36
3.2
Domed-Cylinder Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
36
3.3
Cylinder Section
37
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Task 2 - Initial Drawing
37
4.1
Start a Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38
4.2
First View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38
4.3
Additional Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
39
4.4
Display Centerlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
39
5 Task 3 - Cylinder/Dome Intersection
40
5.1
Cylinder 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
41
5.2
Intersection Drawing Review . . . . . . . . . . . . . . . . . . . . . . . . . . .
41
6 Task 4 - Parent/Child Relationships
42
6.1
Activate Domed-Cylinder
. . . . . . . . . . . . . . . . . . . . . . . . . . . .
42
6.2
Create a shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
42
6.3
Check Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
42
6.4
Reordering Model Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
42
6.5
Multiple Surface Shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
42
7 Task 5 - Mounting Flange
43
7.1
Extruded Flange Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
43
7.2
Revolved Flange Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
43
7.3
Mounting Holes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
44
7.4
Patterned Holes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
44
8 Drawing 2 (Updated)
45
8.1
Tidy Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
45
8.2
Isometric View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
45
8.3
Printing a Drawing - for information ONLY . . . . . . . . . . . . . . . . . .
46
9 Task 6 - Optional Challenge
47
9.1
Modification of existing fitting . . . . . . . . . . . . . . . . . . . . . . . . . .
47
9.2
Addition of tube at 45 degree . . . . . . . . . . . . . . . . . . . . . . . . . .
48
Exercise 10: Assembly Components and Part Drawing(2)
49
1 Key
50
2 Getting Started
50
3 Task 1 Pulley
51
3.1
Start Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
51
3.2
Base Shape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
52
3.3
Belt Groove . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
52
3.4
Keyway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
52
3.5
Fillets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
52
4 Task 2 2D Drawing of the Pulley
54
4.1
Setting the overall Drawing Scale . . . . . . . . . . . . . . . . . . . . . . . .
54
4.2
Sectioned Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
55
4.3
Tidy Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
56
4.4
Isometric View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
57
4.5
Printing a Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
58
5 Task 2 - Shaft
59
5.1
Base Shape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
59
5.2
Woodruff Keyway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
60
5.3
Hole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
60
5.4
Cosmetic Thread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
61
5.5
Fillets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
62
5.6
Edit Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
62
5.7
Shaft Drawing
62
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise 11: Component Assembly and GA Drawings
63
1 Additional Parts
64
2 Sub-Assembly
64
2.1
Start Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
64
2.2
Initial Component
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
64
2.3
Exit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
65
2.4
Keeper Plate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
65
2.5
M12 Bolt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
66
2.6
Simplification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
66
2.7
Roller Bearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
67
2.8
Woodruff Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
68
2.9
Pulley . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
68
2.10 Nut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
68
2.11 Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
69
2.12 Resume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
69
3 Main Assembly
70
3.1
Tensioner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
70
3.2
Sub-Assembly. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
70
3.3
Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
70
3.4
Remove Cut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
71
3.5
Transparency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
71
4 Drawing
72
4.1
Load Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
72
4.2
Datum Planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
72
4.3
Section View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
72
4.4
BOM Ballons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
72
4.5
Additional View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
73
5 Modified Pulley (Optional)
74
5.1
Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
74
5.2
Thicken Flange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
74
5.3
Mounting Holes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
75
5.4
Patterned Holes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
75
6 Drawing 2 (Optional)
6.1
75
Suppress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
76
Exercise 12: Assemblies (2)
79
Exercise 13: Component Design
81
Exercise 14: Dynamic Assembly (1)
85
1 Dynamic Analysis
87
6
2 Dynamic Model Assembly
88
2.1
Crankshaft Sub-Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . .
88
2.2
Piston Sub-Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
89
2.3
Conrod Sub-Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
89
3 Manipulation of Dynamic Assembly
89
3.1
Manual Movement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
90
3.2
Automatic/Driven . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
90
3.3
Results Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
91
Exercise 15: Dynamic Assembly (2)
93
1 Task 1 - Static Assembly 1
94
2 Task 2 - Static Assembly 2
94
3 Task 3 - Dynamic Assembly of lift mechanism
95
4 Task 4 - GA drawing 2
95
Exercise 16: Sheetmetal
97
1 Sheetmetal Fundamentals
98
2 Task 1 - Extruded Bracket
98
3 Task 2 - Adding an additional Wall 1
99
3.1
Flat wall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.2
2-D drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
4 Task 3 - Robot Chassis
99
101
4.1
Solid Model of chassis
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
4.2
Conversion of chassis to sheetmetal . . . . . . . . . . . . . . . . . . . . . . . 102
5 Task 4 - Ripping the 3-D model
102
5.1
Insert rips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
5.2
Second Drawing Sheet + Development . . . . . . . . . . . . . . . . . . . . . 103
6 Task 5 - Adding Tabs to the Chassis
103
6.1
Flat Wall Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
6.2
Bend relief . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
6.3
Drawing Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
7 Task 6 - Copying Tabs
104
8 Task 7 - Predefined wall extensions
105
Introduction to CAD - (Creo Parametric)
Background
Methods of Recording, Transferring & Illustrating Design
Information
Method
Freehand Sketching
System
Date
Still the basis for most designers
3000 B.C. +
Isometric
2D Drawing
2D CAD
2/3D CAD
3D Modellers
Current Cost
Cheap
1800
Decreasing
Manual
1700
Increasing
Autosketch, CoCreate,Visio,
ProCAD, etc
1960s
up to 2000
AutoCAD, CADKey
1970s
Up to 3000
CATIA, nv (Unigraphics),
Creo (ProEngineer)
1980
(PC Based - Solidworks,

Solidedge,
Pro/Desktop,
Spaceclaim)
2000
Up to 100,000
Up to 5000
Overview of Creo
Creo Parametric (Previously known as Pro/ENGINEER (Pro/E for short)) is a commercial

mechanical CAD/CAM package that is widely used in industry. It is one of the newer
generation of systems that not only offer a full 3-D solid modeller, in contrast to purely 2-D
and surface modellers, but also has parametric functionality and is fully associativity. This
means that explicit relationships can be established between design variables and changes
can be made at any point in the modelling process and the whole model train will be
updated. The version used in this course is Creo Parametric 1.0 which has a new icon
based user interface, a trend becoming more common in engineering applications.
The method of constructing a model of an object can be considered similar to that followed
in the production of a physical component. For example the manufacture of the shaped
block in Figure 0:1 would start with the choice of construction environment, the selection
of a piece of stock material followed by a series of manufacturing processes, e.g. milling,
drilling, welding/sticking. Creo has direct analogues for most of these operations as various
types of FEATURES which can be combined to generate a complete representation of a
PART, Creos terminology for a single component. Features fall into three main categories,
Datum, Sketched and Pick and Place.
Figure 0:1: Comparison of physical and Creo methods of part construction
2.1
2.1.1
Features
Datum Features
These features are purely used as an aid to the construction of the part, a number of
various forms are available the most commonly used are the:
Csys Coordinate systems which aid in the orientation of additional features and the
assembly of the part in to subsequent assemblies. CSYS feature is normally the first
feature in a part definition and is used as the basis for the placement of all
subsequent features.
Datums These are an extension of the idea of construction lines as used on a
traditional drawing. The most used type is a DATUM PLANE which allows a 2-D
reference plane to be defined in space. Additional forms include DATUM AXES,
DATUM POINTS and DATUM CURVES. It is normal to add three DEFAULT
datum planes, immediately after the initial coordinate system, to effectively generate
default x-y, x-z and y-z planes (called respectively Front, Top, Mid in the CUED
standard part.)
9
2.1.2
Sketched (Base) Features
These features are so named because they all involve the use of the SKETCHER mode
within Creo, (see below for more details on its use). The main features that use this
functionality are:
Extrude/Revolve (Protrusions) Using these features material can be added
to/taken away from a part by sketching a cross-section and then
extruding/revolving/sweeping the section to produce a 3-D solid/cut. A additive
protrusion is normally the first non-constructional feature in a part, and is used to
produce the base solid entity of the part.
Sweep/Blend These features allow the user to define more complicated protrusions
with multiple cross-sections
Style/Wrap More advanced Surfacing and distortion features
Rib This allows the user to produce a thin rib or web. This is a specialised version of
the protrusion function.
2.1.3
Pick and Place (or Referenced) Features
Pick and place features derive their form from existing geometry and do not need to be
sketched e.g. HOLES, ROUNDS and CHAMFERS. The action to produce the required
effect has been preprogrammed into Creo, thus only requiring the user to indicate the
position of the operation on the existing model.
2.2
Modification of Features The parametric nature of Creo Parametric that

the modification of features is relatively easy, individual features can be selected and the
associated parameters/dimensions changed. However, it should be noted that Creo
produces a HISTORY based model in which features can be dependant on one or more
previous features for their definition, e.g. a chamfer on an edge generated by a cut or
protrusion. These PARENT-CHILD dependencies mean that when a parent feature is
modified its children are automatically revised to reflect the changes.
Care should be taken not to remove references used by child features. In most cases it is
best to leave in definition of Pick and Place features until the end of the design to reduce
these problems. This has a parallel in physical construction where the adding of chamfers,
rounds and holes etc is left as late as possible to reduce measurement difficulties.
10
Exercise 8
DRAWING COURSE
Introduction
This exercise gives a introduction to the use of an industrial standard solid modelling CAD
package, Creo Parametric (Previously known as Pro/Engineer) from PTC.
Problem
Use Creo to model the following parts:
1. A Cylindrical Spacer using a extruded section.
2. Keeper plate using a revolved section + additional features
3. Clamp & Non-functional Block Sketch and then model items by combining a
number of Creo features.
N.B. Save your work at regular intervals and print out your work after each
item has been competed to avoid clogging the printer at the end of the session.
PLEASE MAKE SURE YOU HAVE PUT YOUR NAME, LAB. GROUP
AND COLLEGE ON YOUR PRINTOUTS. THESE SHOULD BE PUT IN
THE POST BOX ONCE THEY HAVE BEEN SIGNED UP.
11
Key
To aid in the use of this handout a number of conventions/fonts/abbreviations have been

used to indicate the difference between keyboard entry, Tab titles, menu items etc. These
are listed below:
Item
Abbreviation
Action
Bold/Times:
menu item
LMB
Left Mouse Button
CAPITALS:
WINDOW/TAB and Group TITLE
MMB
Middle Mouse Button
Italic:
Keyboard inputs [hotkey]
RMB
Right Mouse Button
Bold/Helvetica:
Hint
Font Used
Menu items followed by a indicate that the user should follow the input to a cascaded or
flyout menu. N.B. In many cases the choices required are the default and therefore do not
need to be individually selected.
Central to the use of the package is the ability to obtain the best view of the object you are
constructing, e.g. the orientation and the display mode. Access to commands affecting the
display are concentrated under the VIEW group menu and the top icon bar. In addition the
orientation can be manipulated with a combination of the Ctrl/Shift keys and the mouse.
Action
Key/Mouse
(N.B. The Ctrl key can normally be released once
the action has been initiated.)
- Middle Mouse Button
Spin
Ctrl - Middle Mouse Button (up/down)
Zoom in/out
Ctrl - Middle Mouse Button (left/right)
Turn
Shift - Middle Mouse Button
Translate/Pan
N.B. For further infomation on mouse actions see the quick reference quide at the end of
Exercise 8
Getting Started
Ensure you system is booted into Windows. (If in Linux switch the computer off and
on again. Then enter windows at the prompt.)
Start Creo using the icon (
) on the desktop.
This will start the package, and set the working directory (where your files will be stored)
to F:\\userid\ptc\. Within this area are a number of predefined directories, ex8 9,
ex10 12, ex13 14.., which will be used to store the work for each of the drawing exercises.
To change to the directory for this exercise select FILE Set Working Directory (or
use the hotkey option cd) and then select the directory ex8 9 from the file browser
window, close with OK.
12
Creating a Part
Use the LMB to select the NEW icon ( ) on the top menu bar, this will start an
automatic procedure to generate a new part using the default course settings.
After a few seconds a menu will appear prompting for the name of a part, type
spacer1 xxx123 (where xxx123 is your userid) and then press ENTER or click (LMB) on
OK.
This will initiate a procedure to set up the default coordinate system and datum planes
(Front, Mid, Top) which will appear in the main window.
) in the ribbon bar or quick access toolbar
N.B. The brown Datum icons (
can be used to toggle the display of datum features
Cylindrical Spacer
Extruded
Sketched X-section
(a)
(b)
Figure 8:1: (a) Example Cylindrical Spacer (b) Extrude Tool used to generate Spacer
Task 1 - Extruded Section
The Extrude function, often used to generate an initial part (c.f. the concept of stock
material in a workshop), is used to produce the basis of a cylindrical spacer, as shown in
figures 8:1 (a) & (b).
4.1
Starting an Extrusion Create a base protrusion (stock material) by
selecting the Extrude Tool icon (

Extrude Dashboard (
) from the CUED model ribbon, this will initiate the

) overlaying the icon ribbon.
Create a Section
It is possible to use an exisiting sketch as the basis of a sketched feature, here
however use the internal sketch option by RMBDefine Internal Sketch.
This will open a SKETCH window and a prompt in the message window to Select a
plane or surface to define sketch plane. Moving the mouse over the main window
will highlight (in light green) each of the possible sketch planes.
13
Section Menu
Using the LMB, select the plane FRONT when highlighted or in the Model Tree
window.
Immediately the menu will be populated with default values and also indicated on
the main window.
1. An arrow indicates the direction of view of the sketch plane
The direction can be changed using the Flip button, in this example any
direction will be suitable.
2. The sketchplane can be presented on the screen in any angle and a preferred
orientation can be selected by using the reference and orientation menu
items. In most cases Creo makes an intelligent guess at the required orientation
and therefore the default can be accepted.
In this case choose the defaults, by selecting Sketch.
N.B. Sketch is highlighted on a raised button in the menu and can thus
be selected as the default option in the menu by pressing the MMB (with
the pointer in the main window), see above.
N.B. If you are confident of the view you wish to use, just selecting the
required sketching plane, without using RMBDefine Internal Sketch, will
automatically open the sketcher
3. (Dimension References)
To automatically dimension any entity drawn the system needs a local
dimensioning reference. When the sketcher mode is entered the system
automatically selects default references suitable for dimensioning the sketch.
Should you need to change or add to the reference start the REFERENCES
window, from SETUP References, which lists the entities that have been
choosen as default references and indicated in the sketching window by light
blue dash-dot-dot lines.
In this example the default references should be F1(MID) and F2(TOP) thus
select (LMB) Close . Any further drawing on this plane will be referenced to
this temporary coordinate system.
(N.B. It can be useful at this stage to Deselect the Datum Plane icon to
simplify display)
4. Sketching a Section
14
Figure 8:2: Initial sketcher mode layout.

Using the sketch circle function, accessed via either the circle icon (in the
ribbon) or by selecting the Circle entry on the floating menu (Opened by using
the RMB while the pointer is over the main drawing window), draw two
concentric circles, of arbitary size, centered on the intersection of the reference
lines, see Figure 8:2.
To draw a circle move the pointer, (modified to a cross once the circle function
has been selected) over the intersection, click/select (LMB) to set the centre
then drag the pointer and click/select to define the circle radius. Click LMB
once to place circle, click MMB once to end the operation and to return to
standard pointer.
To delete unwanted items, select the entity (line will turn green) and then
select delete by holding down RMB Delete. Multiple entities can be
selected by dragging a boundary using the LMB
(Should artifacts be left on the window use the Repaint icon in the quick
access bar ( ) or the hot-key sequences (CTRL) + R or vr) to refresh the
screen.
Note :
(a) The pointer has intellegence and snaps as it approaches an
intersection/circle centre/line etc
(b)Pressing MMB once while drawing an entity will abort the operation and
return to the standard select option.
Once drawn the system will allocate default dimensions to the entities, which
are displayed in grey. The values are based on the screen resolution/setup and
any previous components of the part.
(It is worthwhile spending some time familiarising yourself with the
sketcher mode - add lines, rectangles etc and then delete them.)
(Sections suitable for extrusion, e.g. enclosed areas, no un attached lies or
double lines are filled in in light orange.)
Although the dimensions for our spacer are not correct at this stage the sketch
15
is complete and the sketcher mode can be exited be selecting the Tick in the
ribbon, RMB OK or hotkey sx (Sketch eXit). This changes the colour of the
extrusion to orange and re-enables the protrusion dashboard.
Solid/Surface (
Leave the default setting of the first and second dashboard icons, e.g. the extrude as
solid option (first icon) selected.
Depth (
The left depth icon allows the user to select details of the extent of the extrusion,
accept the default (Extrude from sketch plane by a specified depth value.)
Adjust the depth to 32 by chosing one of the following techniques:
1. Enter value in the field on dashboard
2. Selecting and dragging the square handle (small white square, on axis) on the
extrusion in the main window. Note it can be difficult to acccurately choose a
value using this technique.
3. Double clicking, with LMB, on the dimension in the main window and entering
the required value.
Verify/Preview (
The defined feature can now be temporarily previewed by verify icon (

), from
the right hand end of the dashboard. If an error exists individual elements of the
protrusion can be modified by re-selecting the appropriate icon.
Exit (
Once completed the protrusion can be accepted by selecting the tick (

N.B. Selecting the cross will cancel the generation of the feature.
4.2
) or MMB.
Review/Display The Protrusion can now be rotated and/shaded to improve
the view of the feature.

1. Press the MMB to rotate the model. Use MMB in conjuction with SHIFT and CTRL
to pand and zoom respectively.
2. Select Shading, Wireframe etc icons (
3. You can also reset the view and repaint it. These options are available by choosing
VIEW pull down menu or from the icon bar (
)( ).
4.3
Edit Profile Dimensions There are several ways of modifying a features
dimensions, including
1. Select the feature (Extrude 1) in the Model Tree or drawing screen, (Highlight
protrusion feature in light blue and select with LMB) and then using the RMB select
Edit. The defining dimensions are displayed in the main window, Select the value to
be modified (double click LMB) and enter the value at the prompt.
16
(a)
(b)
Figure 8:3: (a) Editing the Outer diameter (b) Edit Definition, selecting Edit internal sketch
Modify the inner diameter to 13, the outer diameter to 40 and the length to 80. N.B.
Dimension values switch from blue to green when they have been modified.
To action the modifications select Regenerate from the ribbon, the image will
animate to the new dimensions.
(N.B. The regenerate function can also be actioned by (a) Using the hotkeys
rg (b) Selecting the Regenerate icon
2. Select the required feature and in the flyout menu (RMB) select Edit Definition
which will return to the protrusion dashboard. Where the feature can be edited and
previewed prior to regeneration. If required the section can be redefined by selecting
RMBEdit Internal Sketch.
4.4
Save Part Use the setup Save function or save icon (
) to save the part in
its current form. (Hotkey sw, Save Window)
4.5
Print Screen To record the current work, arrange the windows on the desktop
to show the main drawing window, with the part displayed, MODEL TREE menu and
then select PRINT Screen
from the ribbon or the top menu bar.
4.6
Exiting Creo If you need to exit Creo, select FILEExit. The system will
then prompt the user to save each of the components, constructed to date, in turn.
(To speed the exit process type either a or q (save all items or discard all items,
respectively) at the prompt)
17
Task 2 - Keeper Plate
Cylindrical Spacer
Revolved
Sketched X-section
Figure 8:4: Revolve Tool used to generate Spacer

This example demonstrates an alternative method of producing a spacer, using a revolved
cross-section to define the solid material. The procedure is very similar to the previous
example and therefore less explanation has been included
5.1
New part Select the NEW PART icon again and name the new part
keeper xxx123. (xxx123=userid) Selecting OK will set up the default datum planes as in
the last Task
5.2
Revolved Feature Select the Revolve Tool icon (
) and then
systematically work from left right along the dashboard

Section Use the internal sketch option (RMB Define Internal Sketch) and choose
FRONT as the sketch plane and accept the defaults for the direction, reference plane
and orientation.
Accept the default drawing references
Figure 8:5: Axis of rotation and cross-section for the revolved section.
18
To complete the section it is neccessary to define both the axis of rotation and the
revolved section
1. To define the axis of rotation select RMB Centreline to choose the centreline
tool. To place select (LMB) the intersection of the reference line and drag and
reselect vertically above to produce a vertical centreline aligned to the reference
origin. It can be changed into the axis-of-rotation via RMBAxis of Rotation.
2. Use either the Rectangle or line functions to sketch one side of the spacer
parallel to the axis of rotation, see Figure 8:5
By default the soft dimensions chosen by the system are shown as one
radius + a thickness. To redefine dimensions, select the RMB
Dimension tool and then select the two ends of the dimension required
and then MMB to place the dimension.
3. Exit the sketcher mode using the Tick in the ribbon bar (or RMBOK
[hotkey sx]).
(a)
(b)
Figure 8:6: (a) Use drag handles (white square) to dynamically adjust the angle of rotation
(b) Preview of 360o revolved section
Edit Experiment using the drag handle to adjust the angle of rotation and then
ensure that the dimension field is 360o.
The dimension pulldown menu has standard dimensions and recently used
dimensions, useful when switching between trial values.
Preview (
Exit (
) Use the Verify/Preview icon to check the completed revolved entity
) Exit the revolve tool
5.3 Edit . Using LMB to select and the RMB Edit command change the inner
radius to 13, the outer radius to 40 and the length to 9. Do not forget to regenerate (select
to update the values.
19
5.4
Create a Round Selecting the round tool icon (

) or hotkey xf eXtrude
Fillet starts the round/fillet dashboard and a message prompt Select an edge or chain of
edges, or a surface to create a round set.
Radius Set the round radius to 3.5 mm.

Edges Although there are a large number of options, accept the defaults and using
the highlight/select function select the two outer edges of the spacer. N.B. the most
recently accepted edge is highlighted in red and is dynamically adjustable.
Review Check, preview and Exit round tool
5.5
Create a Chamfer The chamfer tool (
) operates in a similar manner

to the round tool. Use it to add chamfers to each end of the bore.
Style Select the chamfer style to 45 x D
Size Set D to 1.0 mm
Edges Select the two edges of the bore
Save Part Save the completed part using the save icon (
) or FILE Save .
Print Select the window and then select PRINTPrintScreen.
20
6
6.1
Task 3 - Additional Components

Clamp Using the supplied isometric paper or plain paper sketch the clamp
shown in figure 8:7 and then use the techniques you have learnt to construct it by
extruding, using both solidfill and cuts.
Figure 8:7: Orthographic views of a simple clamp
6.2
Non-functional Blocks Further experiment with the techniques you have

learnt so far by sketching and then modelling one or more entities similar to that shown in
figure 8:8.
Figure 8:8: Non-functional Blocks. (a) Sketch using isometric paper (b) Corresponding
CAD model
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
21
22
23
Construction and Editing (aide-memoire)
Base (Sketched) Feature Creation
Select (RMB) required feature icon and

wait for the dashboard to appear
If an internal sketch is required, RMB

Define Internal Sketch
Select (RMB) required drawing surface
(typically a datum plane or existing surface)
Accept the default references or select
and additional plane for orientation of the
sketcher view.
Accept (reset or augment) the sketching

references
Sketch required section
Exit sketcher with tick
Select OK from the sketch menu to return
to the dashboard. (N.B. Selectable with
MMB as it is the default option)
Set additional feature parameters (typically work from left on dashboard.

N.B. Additional options available from the
pull down menus below the dashboard
icons
Preview the feature to allow the system to

check the features parameters fully before
accepting the feature
Click resume to return to the dashboard or
the tick/X to exit the feature creation.
25
Methods for Editing a Feature

EDIT
Select a feature. (N.B. If the model is complicated it can be easier to select in the
model tree)
Use RMB to select Edit, shows all the dimensions used to define the feature in yellow in the main drawing window.
Use double click select to an dimension and
then edit the value in the edit box. (Dimension will change green once it has been
edited)
To action edit(s) select the regenerate icon,
or use the hotkey rg
EDIT DEFINITION
Select a feature.
Using RMB to select Edit Definition, returns the system to the feature definition
dashboard.
Modify/Select feature options/parameters
as if defining the initial feature. (N.B.
Some changes may effect child features or
references used by other components in an
assembly)
Preview the changes and re-edit required
Exit the feature redefinition using the tick
icon
EDIT INTERNAL SKETCH
Select the main feature (or internal sketch
from the menu tree) and RMB Edit
Definition returns the system to the feature definition dashboard as above.
Selecting RMBEdit Internal Sketch
over the main window or SketchEdit
from the dashboard PLACEMENT menu
returns the system to the SKETCH menu.
Selecting sketch initiates the Sketcher
mode with the original settings.
Edit the sketch as required and exit using
the Tick. (N.B. Deletion/modification of a
line may cause child features to fail if they
26 are used as a reference.)
27
28
29
30
31
32
Exercise 9
DRAWING COURSE
Introduction
This exercise introduces some extensions to the techniques learnt in the previous lesson to
model a water fitting. In addition, the method of generating 2D drawings is introduced.
Problem
1. Cylinder/Domed-Cylinder Intersection
2. Initial Drawing
3. Extrusion using an auxiliary plane
4. Update Drawing Note the changes in the drawing and update the dimensions on
the drawing.
5. Parent/Child Relationships
6. Flange and Patterned Holes
7. OPTIONAL CHALLENGE - Modification of fitting
PLEASE MAKE SURE YOU HAVE PUT YOUR NAME, LAB. GROUP
AND COLLEGE ON YOUR PRINTOUTS
Overleaf are a number of questions designed to test your understanding of the tasks. The
questions can be be answered during or after the whole exercise, but it is useful to refer to
them as you undertake individual tasks.
33
Questions
1. Why do the two cylinders act differently when shelled?
Rearrange Protrusions/Shell Features Select (RMB) individual features (e.g. the
extrudes and shell) and attempt to rearrange the order by dragging and dropping them in
the Model Tree.
2. Why can you not place the shell before all the protrusions?
3. Why can one of the plain protrusions be placed before the domed cylinder and not
the other?
4. Why does the flange have to be added as an additional feature rather than as part of
the first revolve with this type of model construction?
5. Why is the first of the mounting holes set at 55o and not 0o ?
(N.B.) Write your answers on the back of your last drawing.
34
Key

are listed below:
Item
Abbreviation
Action
Bold/Times:
menu item
LMB
Left Mouse Button
CAPITALS:
MMB
Middle Mouse Button
Italic:
RMB
Right Mouse Button
Bold/Helvetica:
Hint
Font Used
Action
Key/Mouse
Spin
+Ctrl - Middle Mouse Button (up/down)

Zoom in/out
Turn
Translate/Pan
Exercise 8
Getting Started
Ensure you system is booted into Windows. (If in Linux switch the computer off and
on again. Then enter windows at the prompt.)
) on the desktop.
35
Figure 9:1: Construction of the initial revolved feature and first extrusion
Task 1 - Cylinder/ Domed-Cylinder Intersection
Using the techniques described in exercise 8, produce a domed-ended cylinder, see

Figure 9:1, intersected by a second cylinder.
3.1
Start Domed-Cylinder Select the NEW PART icon again and name the
new part water fitting1 xxx123 OK. (xxx123=userid)
3.2
Domed-Cylinder Section
Start Revolved Extrusion (
Select the FRONT plane as the sketching plane and accept the default directions
Centreline Insert a vertical centreline/axis-of-rotation vertical aligned to the
vertical reference (From the line pullout menu or RMB Centerline). Once drawn
convert it to a axis-of-rotation via the RMB.
Dome Geometry Draw a half section of the cylinder, and set the defining
dimensions to be a base diameter of 75 mm, a dome radius of 37.5 mm and an
overall height of 100 mm.
N.B. To override the default radius dimension and generate a diameter is a 4
click operation. Using the dimension tool select (1) a base corner of the
cylinder (2) the centreline (3) the corner again and finally MMB to place
Exit Exit the sketcher mode using the Tick (
) Accept Use the default 360o revolution, check the completed

Preview/Exit (
entity and exit with the ( )
36
Figure 9:2: Sketcher layout of cylinder
3.3
Cylinder Section Generate a intersecting cylinder by using the extrude tool

to generate a protrusion from the MID datum plane.
Start Extrusion (
Select the MID plane as the sketching plane and accept the default directions
Cylinder Geometry Sketch a small circle in approximately the right position and
then dimension as shown in Figure 9:2, i.e. horizontal offset 20 mm, diameter 15 mm,
vertical position 20 mm and then exit the sketcher mode.
Depth Set the extrusion to a blind depth of 75 mm.
Preview and Accept (
).
If the screen becomes confused due to incorrect redrawing, select VIEWRepaint,

the repaint icon ( ) or vr to refresh the display
Save Part Use the FILE Save function or (
) to save the part in its current
form.
Print Display the main window and MODEL TREE menu on the screen and select
(
Task 2 - Initial Drawing
Even though the direct link from CAD to CAM (Computer aided manufacture) is
increasingly common there is still a need to produce 2-D drawings, in Creo this is a
relatively painless procedure as the hard work has already been completed in the model
generation.
37
In addition, when constructing a model it is often useful to be able to see a standard set of
orthogonal views of the object or assembly being drawn. The drawing can aid with
visualisation and with design, a pencil sketch on paper is often faster than the generation
of complex CAD constructions when trying to get a feel for orientation, and sizing etc. The
advantage of the associativity of packages like Creo mean that as features are added or
dimensions changed the model and drawing are both updated
4.1
Start a Drawing (By default the system attempts to draw the currently
active solid model, so to draw the water fitting, ensure that this is selected. If required
reselect the window, use the WINDOW menu, or reload/open the model)
To open a new drawing select FILENewdrawing. Enter the name of the drawing,
wfitting and select OK
The NEW DRAWING menu should now appear, ensure that the default model field is
water fitting.prt, ensure the Empty with format option is selected and the format field is
a4 part.frm. (Use the browse facility if required) Selecting OK will initiate the drawing
window.
Figure 9:3: Initial General View and Orientated of master view
4.2
First View To generate and locate the first view
Figure 9:4: Setting initial view orientation

Insert View select RMB Insert General View or INSERT Drawing View
general.
38
Placement The user is now requested to choose the location for the master view by
a prompt in the message window select CENTER POINT for drawing view.
Selecting (LMB) a position near the bottom right of the drawing surface will result in
a default (isometric) view being placed followed by the opening of the DRAWING
VIEW window, see Figure 9:4, set in the VIEW TYPES mode.
View Orientation The Orientation functions can be used to obtain the direction of
a view. A number of predefined named views are available and normally enable the
initial view to be placed simply. See the scrollable list shown when the views names
in model option is selected.
A suitable master view for this drawing is probably FRONT or BACK, select the
view e.g. Front and then Apply. Review and correct if required. Select OK to exit
back to the drawing.
4.3
Additional Views Additional views can now be added, with the view
orientated automatically. Using the default menu choices add two more views to your
drawing.
Add View Select the view you wish to project from using the LMB, the view will be
highlighted with a dashed red box. Use RMB Insert Projection View, ( )
N.B. If an existing view is selected the system assumes that the next view
required is a projection.
Placement Use the LMB over the drawing area to select the position of the two
views, the system will ensure that the correct projection is shown.
Relocate views Using LMB to select a view (highlighted in with a red box) and
then holding LMB down drag the view to the required location. Select with LMB in
a clear area of the drawing to deselect a view. (If the view does not move deselect the
Lock View Movement option from the RMB context sensitive menu)
Set Display mode Select the Hidden Line display option (
) on the
icon bar and deselect the datum icons to display a clean drawing. N.B. No Hidden
(and Wireframe) can be used if required.
4.4
Display Centerlines Select Annotate Show Ann or (
) to open the
Show Annotations window.

Select the axis icon and either choose Select all or individual axis.
Drawing Dimensions Add the basic dimensions the drawing using the Show Ann
(otations) function (
) as above, and add specific dims using Select show (
choose the dimension you wish to include.
) and
N.B. there may be duplicate or superfluous dimensions, these can be deleted by selecting
RMBDelete.
Print Screen (
).
39
Figure 9:5: (a) Show-Erase Menu (b) Accept All
Task 3 - Cylinder/Dome Intersection
Figure 9:6: Incomplete drawing of the second extrusion intersection

In this task the extrude function is used with an auxiliary plane together with a non-blind
depth. The cylinder intersects with the domed-end of the main cylinder and extends to
75mm from the centerline. Figure 9:6 is an incomplete version of the drawing, sketch your
40
estimate of the line of intersection on each of the views, denote hidden lines of intersection
as dashed line. Check your answer once you have completed the next section.
5.1
Cylinder 2 The generation of the offset extrusion, (i.e. starting from a plane
offset from another plane) is very similar to the that of a normal extrusion but with the
additional requirement of defining an new datum plane. Start an extruded feature with
) or hotket x1 eXtrude 1 sided.
(
Generate section
When prompted to Select a plane... a new plane is required :
1. choose the Datum Plane Tool (
) from the ribbon bar.
2. Select the FRONT plane to complete the Reference in the DATUM

PLANEPlacement window that opens
3. Set the Offset (Translation) to 75 mm OK
4. Check (modify) the Sketch Orientation and then exit the SECTION window.
5. accept the default dimension references
6. Sketch a second protrusion, diameter 35 mm and tangent to the top of the dome.
The tangent constraint can be achieved either by adjusting the dimensions
or using a fixed constraint which adapts to future changes in dimensions
etc. To fix an tangent constrain select the tangent constraint icon (
)
from the constraints menu. Selecting the top of the dome and the circle of
the cylinder will force a tangent constraint
Constraint Actions
Make lines vertical
Tangent
Symmetry about C-line
Make lines horizontal
Point in the middle of line
Equal lengths
Perpendicular
Align line/point
Parallel
7. Exit the Sketcher Mode with Tick.

Depth select Upto Surface (
), see Figure 9:7(a).
Direction Ensure the extrusion is towards the existing model, us (

Preview and Accept (
), to flip.
).
N.B. The combination of the datum plane and extrusion are combined as a Group,
see the MODEL TREE. The group can be expanded to allow edit access to the
individual features. The group (as can other features) can be renamed with select
RMBRename
5.2
Intersection Drawing Review re-activate the wfitting drawing and
after selecting no-hidden
Save and Print Screen

41
(a)
(b)
Figure 9:7: (a) Set Material Depth (b) Completed Modified fitting
Task 4 - Parent/Child Relationships
Creo Parametric is a history based CAD package, where features can be dependant on
previous features.(N.B. In most case, all features are children of the initial datum planes.)
In this task the modified domed-cylinder is shelled and the position of the shell
operation/feature is moved in the model tree.packages.
6.1
Activate Domed-Cylinder Ensure that the Water Fitting window is
active, select via the WINDOW pull-down menu.
6.2
Create a shell Activate the shell tool, (
) or hotket xs, eXtrude Shell.
Select (LMB) the flat surface at the base of the domed-cylinder, (note the selection filter,
at the bottom right of the window, switches to surface). Complete the shell by setting the
(wall) thickness to 3.0 mm. (
,
) when complete).
6.3
Check Drawing Reload the Drawing window, and note that the drawing has
been updated.
6.4
Reordering Model Tree Select the shell feature in the MODEL TREE
menu and the drag/drop, in the tree, before the various protrusions. Note the effect after
each insertion.
6.5
Multiple Surface Shell To allow access for liquid via the side ports of the
fitting, redefine the shell to include the end faces of the extrusions.
Select the shell feature in the MODEL TREE menu and then RMB Edit
Definition.
Add the two end faces using <CTRL> and LMB selection.
Exit the shell tool
42
Figure 9:8: Water fitting with mounting flange
Task 5 - Mounting Flange
The water fitting is designed to bolt to the end of a pipe with a flanged-joint. Using either
a extrude or a revolved section add an additional 20 mm thick x 120 mm OD flange to the
base of the domed-cylinder, see Figure 9:8, together with 4 x 10.5 mm holes equi-spaced
on a 100mm PCD.
7.1
Extruded Flange Notes
1. Although it may be possible to use an existing datum plane as the sketching plane it
is recommended to use the end of the domed-cylinder. This will ensure that the
flange remains attached if the cylinder length is altered.
2. Make the internal radius of the flange identical to that of the domed-cylinder by
using the equal dimension constraint. (
)
7.2
Revolved Flange Notes
1. In order that the flange is always attached to the end of of the domed-cylinder, even
if its dimensions are changed, ensure that
(a) The attachment edge is aligned to the end of the cylinder
(b) The inner diameter is aligned to the inner diameter of the cylinder, as generated
by the shelling operation.
43
7.3
Mounting Holes Use the Hole Tool (
) to model a simple 10.5 mm
diameter clearance hole.

Hole Type
Select a Simple Hole
Hole Dimensions
Set the Diameter to 10.5 mm

Depth - Upto next surface ( )
This option ensures the hole depth will be automatically
adjusted if the surface is moved, e.g flange thickness is
changed.
Hole Placement
1. Select a point on the flat surface of the flange.

2. Select Placement Type Diameter
3. Highlight the second reference field and select the axis
of the domed cylinder unit as the Axial Reference
4. Set the Pitch Circle Diameter, (PCD) to 100 mm
5. Using <CTRL> and LMB, select a datum plane (typically FRONT or TOP) as the angular reference and
set the angle to 55o .
7.4
Patterned Holes The previous section (7.3) defined a simple hole on a PCD
offset at an angle (55o ) from a datum. This angle can now be used to duplicate the holes.
Select hole feature from the model tree or from the main drawing window and then using
RMB Pattern (or EDIT pattern) activate the Pattern dashboard.
1. In response to the request to Select dimensions to vary in the first direction select
the offset angle of 55o. (It may be necessary to rotate the model around to see this
dimension clearly.)
2. A dimension increment enter box will appear, initially set to 55, change to 90.
3. At the Number of Pattern Members (1) field (second from left) enter 4
Exit the dashboard ( ) and after a few seconds the pattern should appear on the part
and in the MODEL TREE.
44
Drawing 2 (Updated)
Reselect the window containing the drawing, and see that the drawing has been updated.
8.1
Tidy Drawing The position of symbols and text can be moved using the
LMB to select a item which can then be dragged to the required position. MMB to stop,
LMB to exit move.
A large number functions are available via the RMB context sensitive menus, see
Figure 9:9, and from the INSERT and FORMAT menus. (See FORMAT Decimal
Places.. to change default number display and therefore implied accuracy)
(a)
(b)
(c)
Figure 9:9: Examples of context sensitive Pull out Menus, (a) On background (b) On selection of 1 dimension (c) Multiple dimension selection
Use the functions, details about some are given below, to tidy the dimensioning etc. (Also
see Figure 9:10)
Cleanup Dimensions: Multiple selection RMB automatically aligns dimensions on
a user definable spacing.
Move Item to View: Single or Multiple selection allows dimension etc to be switched
between views.
Flip Arrows: Single or Multiple selection allows dimension arrows to be realigned
Properties (Background): Allows sheet/layout to be changed
Properties (Single): Change value, format, font etc.
Text Style: Change text in multiple dimensions etc.
8.2
Isometric View The advantage of CAD is that it is relatively easy to add

additional views. It is often useful to add an Isometric view to aid visualisation. To add a
general view select RMB Insert General View
Accept the default settings, except :
Set Default Orientation to Isometric
45
Figure 9:10: Example of a dimensioned drawing of the completed water fitting

Select SCALE Custom Scale and set an appropriate scale
Place and orientate the view in a blank part of the drawing, see Figure 9:10.
Print Screen from the top menu bar or the print pull down menu
8.3
Printing a Drawing - for information ONLY

**** USE Print Screen for this exercise (see above)****
N.B. By default the system prints the drawing that is visible on the screen, To print
the whole drawing either select VIEW ORIENTATION View Refit or use LMB
+ CTRL to zoom to the required view.
N.B. Some printers may not allow the printing of shaded views
Select the printer icon or Print from the File/Setup menu.
Select MS print control
46
Task 6 - Optional Challenge
Once you have had your work checked by a demonstrator, investigate further the functions
you have been using by adjusting and then adding to your model to obtain a fitting similar
to the one drawn in the last hand drawing exercise, see Figure 9:11.
Figure 9:11: Adjusted fitting
9.1
Modification of existing fitting The main structure can adjusted to the
new shape by simply selecting individual features and using the RMB to access the Edit
and Edit Definition facilities. The order of operations below will work, but there are are
other routes to the same result. NB however some orders of operation will not work due to
Parent-Child relationship problems.
1. Select the initial revolved section and using the RMB edit modify the height to
50mm. Do not forget to regenerate!
2. Edit the definition of the shell to remove the end surfaces of the extruded tubes
3. Select and suppress the extruded tubes
47
9.2
Addition of tube at 45 degree There are a number of different ways of
producing the required extrusion, e.g. revolved section, extrusion and cut... The method
here uses offset datum planes, a technique that works well with models that might require
dimensions to be changed.
1. Add a auxiliary datum axis through two of the primary datum planes
2. Add a auxiliary datum plane through the new axis at 45o to the existing
horizontal/vertical. (NB Useful to add a secondary master datum plane if it is likely
that other offset datum planes are going to be required.)
3. Add new offset datum plane
4. Extrude main tube as a solid up to the surface of the dome
5. Add the flange by extruding from the datum plane (or end surface of the tube)
6. Add Coaxial hole up to the next surface
7. Add and pattern flange holes
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
48
Exercise 10
DRAWING COURSE
Introduction
These tasks build on the experience gained in Exercises 8 and 9, to model two components
of a belt tensioner assembly The simplicity and power of CAD is then used to modify the
pulley and produce an detail drawing.
Problem
Use Creo to model draw the following sample parts:
1. Pulley
2. Drawing of the Pulley
3. Shaft
4. Drawing of the Shaft
N.B. Save your work at regular intervals and print out your work after each item has
been completed to avoid clogging the printer at the end of the session.
49
Key

are listed below:
Item
Abbreviation
Action
Bold/Times:
menu item
LMB
Left Mouse Button
CAPITALS:
MMB
Middle Mouse Button
Italic:
RMB
Right Mouse Button
Bold/Helvetica:
Hint
Font Used
Key/Mouse
Action

Spin
Ctrl - Middle Mouse Button (up/down)
Zoom in/out
Turn
Translate/Pan
Exercise 8
Getting Started
Ensure you system is booted into Windows, reboot and enter windows at the prompt
if required.
) on the desktop.
50
Figure 10:1: Section of the basic Pulley
Task 1 Pulley
Generate a model of a pulley, see Figure 10:1, using the following constructional steps.
(The pulley will be used again in Exercise 11.)
1. Revolve general shape
2. Revolve a cut to generate the belt groove
3. Use a both sided cut to produce the keyway
4. Add fillets (Round tool)
3.1
Start Part Use the New (
) function to start a part called pulley xxx123
(xxx123 = userid)
13
25
5
100
36
20
(a)
(b)
Figure 10:2: Basic Pulley Section. (a) Section Dimensions & (b) Finished protrusion
51
3.2
Base Shape Use the basic revolve tool (

shape, Figure 10:2(a) for dimensions.
) to generate the basic pulley
Occasionally it can be difficult to resize a complex sketch, where the system has
choosen oversized dimensions. Select all the dimensions and RMB Modify. Select
Lock Scale, in the modify window, and adjust one dimension to keep the general
shape.
3
15
15
64
(a)
(b)
Figure 10:3: Belt groove. (a) Dimensions & (b) Pulley with the basic cut.
3.3
Belt Groove Again use the revolve tool, with the remove material option, to
generate the base shape of the belt groove in the pulley, see Figure 10:3.
1.8
(Depth 4mm)
Cut Section
(a)
(b)
Figure 10:4: Keyway. (a) Dimensions & (b) Finished keyway
3.4
Keyway Use the extrude tool, ( ) with the remove material option, to
generate the keyway, Figure 10:4. Draw the section oversize and only modify the one
critical dimension. Use the Extrude on both sides... option (
) for depth, by default
this sets the extrude depth symetrically about the sketch plane.
3.5
Fillets Use the round tool, (

), to insert four 4 mm rounds in the groove and
at the end of the pulley, see Figure 10:5(a).
Use <CTRL> LMB select on the second and subsequent edge selections to ensure
that all the rounds are part of one set, and are driven by one dimension
52
R4
R4
R4
(a)
(b)
Figure 10:5: Casting/Machined Fillets (a) Fillet Positions (b) Finished Pulley
Print an image of the completed pulley, using the Print Screen command accessed
from the top menu or the Setup /File area.
Save the model using the FILE save, (
53
) or hotkey sequence sw, (Save Window).
Figure 10:6: Dimensioned drawing of the Pulley
Task 2 2D Drawing of the Pulley
Use the techniques learnt in exercise 9 to generate a 2-D drawing of the pulley.
Start a Drawing To open a new drawing select FILEdrawingsNew Part

drawing A4. Enter the name of the drawing, pulley and select Resume
First View Generate and locate the first view

Insert View the first view by pressing LMB at the point on the cheet you wish the
view to be.
View Orientation By default the view will be places with Front parallel to the
screen. Re-orient the view as required using the predefined view names, e.g.Front
and angles.
Scale, Display type etc
Adjust as required, see next section.
4.1
Setting the overall Drawing Scale To change the overall scale of a
drawing double click LMB on the scale information at the bottom left of the main window.
At the prompt line enter the value you require, 1.0 is a suitable scale for this drawing.
N.B. Normally drawings scales are limited to multiples of standard scales, e.g. 1:1
1:2 1:2.5 1:4 1:5 (1, 0.5, 0.4, 0.25, 0.2)
54
Additional Views Again using the techniques used in exercise 9 add additional
views, to recap: Add View Select the view you wish to project from using the LMB, the view will be
highlighted with a dashed red box. Use RMB Insert Projection View, ( ).
Placement Use the LMB over the drawing area to select the position of the two
views, the system will ensure that the correct projection is shown.
Relocate views Use the LMB to select a view (highlighted in with a red box) and
then holding LMB down drag the view to the required location.
Figure 10:7: Drawing View/Sections menu completed for a half section view similar to that
in figure 10:6
Display Centerlines Add centerlines to the drawing, select the view(s) you wish to
operate on
Select Annotate Show Ann or (
) to open the Show Annotations window.
Select the axis icon and either choose Select all or individual axis.
Drawing Dimensions Add the basic dimensions the drawing using the Show Ann
) as above, and add specific dims using Select show (
(otations) function (
choose the dimension you wish to include.
4.2
) and
Sectioned Views As Creo is a solid modeller it can be used to automatically
generate cross-sections. To change an existing view to a cross section

Drawing View Select the view you wish to change and use RMB properties to
start the DRAWING VIEW menu.
Sections Selecting the menu option Sections will open the SECTION Options
sub-menu.
2D Section Selecting the option 2D cross-section and then pressing the add icon
activates the section table. Selecting create opens the XSEC CREATE menu.
Accept the defaults (Planar, Single and Done).
55
Section Name At the prompt enter the name for the section, normally a single
letter, e.g. X.
N.B. Parts started with the CUED new part function will have sections A,B
and C predefined and the system will by default choose the most appropriate. A
is defined on the FRONT plane, B - MID and C - TOP
Section plane The system now prompts the user for the plane of section via the
SETUP PLANE menu. Using the default option Plane select the plane of section
you require. Normally a datum plane in an adjacent projected view, this is from ease
of selecting and stability of the drawing should an associated dimension be changed
in the model.
Section Area The system offers a number of standard sectioning techniques, Full,
Half, Local, Full (Unfold) Full (Aligned) (Only the Full, Half,and local options
are considered here). Each require various amounts of additional information to be
completed. Details of the options required are:
1. Reference and Boundary These options are only used for the Half and Local
section options.
In the Half section option the Reference is used to define the plane at which the
section begins, the boundary option defines which side of the line is sectioned.
The Local section option allows small areas to be sectioned, see Section 5.7. The
Reference is used to define a point near the center of the area to be setioned
and the Boundary defines the extent of the section using a user defined spline.
2. Arrow Display (Available for use with all sections) This option allows the user
to place arrows on another view to indicate the line of the section. (NB This is
the last column in the table and may require the table to be scrolled). Select the
appropriate table cell and then the view required. The length and position of
the arrows can be adjusted by selecting and dragging.
Thus to produce a half section similar to that in Figure 10:6 select a reference
plane through the middle of the pulley and then the area to be sectioned. Select
the view on which to show the arrows, see figure 10:7.
Apply/OK Selecting Apply at any stage will cause the system to try and action the
requested section. OK closes the DRAWING VIEW menu.
Hatching Properties The system tries to make an intelligent guess at the required
hatching spacing however it is a common requirement to modify this to match a
particular material type or fit a detail. The spacing etc can be modified by selecting
the hatching and then RMB properties opens the MOD XHATCH menu.
Selecting Spacing or Angle from this menu open sub-menus which allow the
hatching to be changed by factors of two or to predfined values, see figure 10:8.
4.3
Tidy Drawing The position of symbols and text can be moved using the
LMB to select a item which can then be dragged to the required position. MMB to stop,
LMB to exit move.
A large number of functions are available via the RMB context sensitive menus, see
Figure 10:9, and from the ribbon ANNOTATE menu. (Decimal Places icon to change
default number display and therefore implied accuracy)
56
Figure 10:8: (a) General Hatching modifcation menu (b) Spacing specific options (c) Angle
specific options.
(a)
(b)
(c)
Figure 10:9: Examples of context sensitive Pull out Menus, (a) On background (b) On
selection of 1 dimension (c) Multiple dimension selection
Use the functions, details about some are given below, to tidy the dimensioning etc. (Also
see Figure 10:10)
Cleanup Dimensions: Multiple selection RMB automatically aligns dimensions on
a user definable spacing.
Move Item to View: Single or Multiple selection allows dimension etc to be switched
between views.
Flip Arrows: Single or Multiple selection allows dimension arrows to be realigned
Text Style: Change text in multiple dimensions etc.
Properties : Gives access to the DRAWING VIEW menu
4.4
Isometric View The advantage of CAD is that it is relatively easy to add

additional views. It is often useful to add an Isometric view to aid visualisation. To add a
general view select RMB Insert General View.
Set specific view properties from the DRAWING VIEW menu, e.g. Scale, Figure 10:11.
57
Figure 10:10: Detail of a dimensioned drawing of the Pulley
Figure 10:11: Example of a view specific scaled general view the pulley
4.5
Printing a Drawing
N.B. By default the system prints the drawing that

is visible on the screen, To print the whole drawing either select View Refit from the
quick access menu or use MMB to zoom to the required view.
58
Figure 10:12: Shaft
Task 2 - Shaft
Generate a model of the main shaft, see Figure 10:12 using the following constructional
steps.
1. Revolve general shape - (See supplied blank below)
2. Use a both sided cut to produce the keyway
3. Create a coaxial threaded hole
4. Add Cosmetic thread
5. Add fillets (Round function)
6. (Correct overall dimensions)
16
15 (150)*
16
42
22
(See Note)
32
25
20
25
16
(a)
(b)
Figure 10:13: Basic Shaft. (a) Section dimensions & (b) Extrusion
5.1
Base Shape The base shape of the shaft is already in your directory ex10 12.
Open the file base shaft model and then rename to shaft shaft xxx123 (xxx123 = userid).
The model has the dimensions shown in Figure 10:13. NB the central section has been set
to 15mm (NOT 150) at this stage to aid future modifications and screen manipulation.
59
46
16 (Depth 3.5 mm)
13
(a)
(b)
Figure 10:14: Woodruff Keyway. (a) Section dimensions & (b) finished keyway
5.2
Woodruff Keyway Using a similar technique to that used to produce the

keyslot in the pulley, generate a slot for a Woodruff key in the shaft.
Drill 10.2, 30 Deep
Tap M12x1.75, 24 Deep
Hole Placement and Dimensions
Finished construction
5.3 Hole Use the hole tool ( ) to generate a threaded hole in the end of the shaft,
Figure 10:15 shows the hole dashboard.
(a)
(b)
Figure 10:15: Hole dashboard. (a) Placement options & (b) Shape Options
Using the options on the main dash board and the pull down Placement menu adjust the
hole parameters to those given below. Select both the central axis and end surface (using
<CTRL> LMB.) to automatic choose a coaxial placement. (NB The type of e of the
additional placement menu to change the default linear placement to coaxial:
60
Hole Type
Standard Hole, ISO, Tapped Hole, M12 x 1.75 , Add

Thread Surface, (Deselect Add Countersink)
Hole Dimension
Leave as defaults, i.e. Thread depth = 24.48, Hole

Depth=30.6, Internal angle 118.
N.B. Use the Shape menu, see Fig. 10:15, to see the detailed hole dimensions
Select Preview, (edit if required) and Tick to complete.You will notice that the threaded
portion of the hole is indicated in green in the wireframe mode. This is described as a
cosmetic feature as it indicates the position but not the full details which would require
significant graphical processing.
(a)
(b)
Figure 10:16: (a) Cosmetic Thread Ribbon showing Placement pulldown menu (b) Completed External Cosmetic thread
5.4
Cosmetic Thread To add a cosmetic thread to the pulley end of the shaft
create a cosmetic thread on an existing surface use MODEL Cosmetic Thread. This
will initiate a Cosmetic Thread definition ribbon requiring the following elements to be
defined, (some accessible from the PLACEMENT pulldown menu)
Thread Surf
Select the cylinder surface on which the thread will run
Start Surf
End of the shaft
Direction
Along the shaft (use Flip if required)
Depth
20 long
Major Diam
18
Pitch
Preview / re Define / OK the cosmetic thread.
Fillets - Rounds function

R1
R1
R1
Fillet Positions
Finished Shaft
61
5.5
Fillets Place three 1 mm rounds (Fillets) on the shaft to reduce the stress
concentration, using the default settings for the round tool. (Use <CTRL> to choose
multiple edges)
5.6
Edit Dimensions Now that the feature definitions are complete, use the
Edit command to change the central section of the shaft from 15 mm to 150 mm. Notice
the additional scrolling etc required to obtain views at large scales.
Print Arrange the windows on the screen and print a copy.

Save the model.
Partially completed drawing of the shaft.
5.7
Shaft Drawing
Complete a basic dimensioned drawing of the shaft and then

add additional views to generate a drawing as shown above.
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
62
Exercise 11
DRAWING COURSE
Introduction
This task builds on the experience gained in the previous tasks, to build the tensioner unit
as an assembly and produce an assembly drawing. Modifying the pulley allows a single
assembly (+ associated drawings) to be used for two configurations.
Problem
Using Creo first create a sub-assembly of the shaft and then place this sub-assembly into a
given housing and bearings. Finally generate two assembly drawings showing two
arrangements of the tensioner.
1. Shaft Sub-Assembly
Shaft
Keeper Plate
Bolt
Woodruff Key
Pulley
Nut
Check Interferences (Modify if required)
2. Bearing Assembly
Assemble Shaft
Check Interferences
Insert Sub-Assembly
Check Interferences
3. Drawing
Generate Drawing
4. Modify Pulley (Optional)
Generate Drawing
Update Drawing
been competed to avoid clogging the printer at the end of the session.
63
Woodruff Key
M12 Bolt
Keeper
Shaft
Pulley
Roller Bearing
M18 Nut
Figure 11:1: Shaft Sub-Assembly
Additional Parts
To complete the following exercise you will require a number of additional components and
assemblies, these should be found in your directory ex10 12. To ensure correct operation
FILE Set Working Directory (or hotkey cd) to ex10 12, i.e. change directory to
/ptc/ex10 12.
Sub-Assembly
2.1
Start Assembly using the (New) function start an assembly called

shaftassy xxx123 (xxx123 = userid)
2.2
Initial Component Insert the shaft as the initial component by using
Assembly icon or (
) in the ribbon, or hotkey ap Assemble Part (or aw).
Component Selection Select shaft xxx123.prt from the list of files. (If your version
is missing use shaft mast.prt)
N.B. You can limit the list of files to just parts by selecting TYPE part at the
bottom of the window.
Placement Dashboard
Placement By default the system will try and automatically place the shaft in the
main drawing window. To specifically place the shaft restraining constraints in three
planes need to be added.
It is normal with the first component in an assembly to constrain it via its base
coordinate system, this can be done by either
placing the shaft using the Assemble component at default location tool (
or hotket ad, Assemble Default.
64
N.B. To aid the selection of constraint references it is often useful to toggle the
display of datum planes/axis/points/coordinate systems to simplify the view.
These can be switched on/off via the quick access tool bar or hotkey sequences
(ed - Datum planes, ec - Cordinate systems, ea - Axis, ep - datum Points).
2.3
Exit If the references have been selected correctly the placement status should
show Fully Constrained, references can be re-picked by selecting the associated arrow in
the menu and reselecting in the window. Accept the placement with ( ) or MMB.
Keeper Plate Placement Constraints
2.4
Keeper Plate To assemble the Keeper Plate use the same basic command
), then select your keeper plate from the

structure as with the shaft, i.e. select (
previous session, keeper xxx123.prt (or a master copy keeper mast.prt).
N.B. To manipulate the component being assembled use <CTRL><ALT> + mouse
buttons or use the 3D dragger (selectable from the ribbon, which allows selection of specific
motions.
Figure 11:2: 3d Dragger

65
Coincident constraint using the axis of the shaft and the plate as references. This
constrains the keeper in the two dimensions perpendicular to the axis of the shaft.
N.B. It is often useful to use the RMB select option in conjunction with the
SMART selection tool to drill to the selection of references
Distance To restrict motion along the shaft add a second constraint, TYPE
Distance and choose the side of the keeper and the end of the shaft as the references.
If the system prompts for an offset dimension, enter 0 mm or select coincident.
The keeper plate should now snap to the correct position and the Placement
STATUS indicate Fully Constrained. (Additional information on the exact
placement constraints can be accesed vis the Placement pulldown menu. (N.B.
Leave the Allow Assumptions box ticked)
Review If you are not satisfied with the placement re-edit the constraints/references,
then click ( ) to accept the placement.
N.B. In many cases the Automatic alignment function, i.e. allowing the system to
guess the type of alignment, is successful. It can be aided by choosing the driving
feature first, e.g the major axis on an assembly, the system will then look for another
axis + alignment as the preferred option
Bolt Placement Constraints
2.5
M12 Bolt Assemble the bolt (m12 bolt.prt) in a similar manner to the Keeper
Plate aligning (Coincident constraint) the axis with the Shaft axis and mating (Coincident
constraint) the undersurface of the bolt head with the outer side of the Keeper Plate.
2.6
Simplification To improve the response of the system and to remove screen
clutter temporarily suppress or hide the keeper/bolt.

Select the keeper and bolt from the screen or MODEL TREE and then RMB Suppress
or Hide.
Hide removes the items from the screen
Suppressremoves the items from the display and reduces regeneration calculations
but keeps the assembly definitions.
66
Roller Bearing Placement Constraint
2.7
Roller Bearing Assemble the roller bearing, again using the same basic
command structure, but at the opposite end of the shaft. Use
Component roll bearing25x62.prt

Constraints
1. Coincident constrain the bearing axis with the axis of the shaft and the
bearing as references
2. Distance/Coincident constrain the side of the bearing with the location
shoulder on the shaft.
Check and Exit
Woodruff Key Placement Constraints

67
2.8
Woodruff Key The placement of the key ( woodruff xxx123.prt or
woodruff 16mm.prt) requires, depending on the method of construction, two or three

constraints :-
Constraints
1. Align the central-axis of the key with the axis of the circular cut used to
generate the key slot, using a Coincident constraint.
2. Constrain the third dimension by aligning the central plane of the key with the
centre plane of the shaft, using a Coincident constraint.
3. In some constructions the key will appear inverted. Correct this by adding
another constraint, Parallel, using the surfaces/datums perpendicular to the
center planes.
N.B. Normally the system will prompt for an offset distance, even if the
planes are not aligned. Accept the default values and then change the
offset column to read oriented using the pulldown menu in the table cell.
Check the placement STATUS, redefine if required and accept with (
).
2.9
Pulley Assemble the pulley ( pulley xxx123.prt or pulley mast.=prt) in a similar

manner to the keeper plate and bolt, i.e. align with the central axis and mate the side of
the pulley with the outer face of the roller bearing with the Coincident.
Check the relative orientation of the key/keyslots in the shaft and pulley. If incorrect add
an additional Coincident constraint based on the datum planes or flat surfaces associated
with the slots/key.
2.10
Nut Assemble the nut M18 nut.prt using the central axis and mating the flat
surface to the outer surface of the pulley.
Shaft Interference Analysis

68
2.11
Analysis The system has numerous checking and analysis routine, one that is
useful on the completion of a (sub-)assembly is Global Interference to check that the

parts are correctly defined/assembled.
Model Analysis From the ANALYSIS pull down menu select Model Analysis. In
the new menu select analysis TYPE Global Interference. Accept the default
). After a few seconds the system will return with
setting by selecting (
information about any interferences in the lower scrollable window.
Correction Depending on the construction/errors made in the assembly there are
likely to be one interference shown, the Woodruff Key with the associated volume of
interference in mm3 .
To correct this interference it is neccessary to understand the error and modify the
parts or assembly settings.
Checking the parts should show that the keyway slot is 3.5 mm wide and the Key 4
mm. Modify the slot width in the shaft to be 4 mm wide.
N.B. Modification of parts can be carried out by reloading the individual part
file or from the assembly itself. (Select SETTINGS (above model tree) Tree
Filters Display Features (tick) OK will allow individual features to be
accessed from the assembly MODEL TREE.) The box by the components
name allows the feature information to be expanded/contracted.
Re-check Return to the assembly window, (reactivate if required) and re-run the
analysis to confirm the interference has been eliminated.
2.12
Resume To return the components hidden/suppressed earlier,
(bearing/keeper/bolt), select RMB unhide or EDIT Resume All.
Print Arrange the assembly on the screen, ensure that the MODEL TREE menu is
visible, and print using Print Scrn.
Save Save the assembly
69
Assemble Shaft assembly into the housing
Cut away model of the basic Tensioner
Main Assembly
The basis of the main assembly is given as a predefined file:
3.1
Tensioner Load the partially completed file of the total assembly, filename
tensioner assy.asm. DO NOT assemble the tensioner assembly into the shaft!
N.B. The view looks partially complete as there is an active assembly cut, removing
the front half of the housing to aid the location of the shaft sub-assembly.
3.2
Sub-Assembly. Locate the shaft sub-assembly into the Tensioner, using a

similar manner to that used to align the keeper/bearing/pulley etc. Mate the inner surface
of the Roller Bearing with the locating step in the left end of the housing, i.e. opposite end
from the circlip/roller bearing. Align the central axis of the housing with that of the shaft.
N.B. The order of the choice of assembly references. If the axis alignment is chosen
first the shaft will snap to the centre of the housing making the selection of the
mating surface more difficult. An alternative method of assembly keeps the
component in a separate window, see separate window icon ( ) in the ribbon,
prior to accepting the placement.
When fully constrained review the constraints (redefine if required) and accept.
3.3
Analysis Rerun the model analysis to check the Global Interferences
This should show one interference between the shaft and the ballbearing. This is a result of
the coincident/ zero Distance constrain of the keeper on the end of the shaft leaving
only 16 mm for a 17 mm bearing and not allowing for a clamping force. This can be
modified by either defining the ball bearing as part of the shaft sub-assembly and using
stacked mate constraints. Or by adjusting the keeper placement by 1 mm.
Correction Switch the active window to the shaft assembly. Select the keeper plate
from the window or MODEL TREE and then RMB Edit Definition. When the
placement window appears select the Distance constraint and set to 1 mm accept
the placement.
70
N.B. The placement of the bolt is automatically updated as it is a child of the

keeper
Reload Return to the Tensioner assembly window. (Remember to reactivate the
window from the WINDOWS pulldown menu or CTRL-A)
Check Rerun the global interference analysis and confirm that the interference has
been removed.
Print Arrange the assembly on the screen, ensure that the MODEL TREE menu is
visible, and print using Print Screen.
N.B. The assembly can be slow to orient in shaded mode, to speed up placement
zoom out reorient as a small item on the screen and then zoom in to the required
magnification. The amount of information transfer required to update the screen is
significantly reduced thus increasing the update speed especially on slow graphics
cards or on remote displays.
Save Save the assembly

3.4
Remove Cut
Display Features Ensure that the MODEL TREE display option to show features
has been actioned. (Select SETTINGS (above model tree) Tree Filters
Display Features (tick) OK)
Suppress Cut Select the assembly feature HOUSING CUT from the MODEL
TREE, the RMB Suppress.
N.B. HOUSING CUT is a standard extruded cut but the feature has been
renamed (RMB Rename) to make it easier to identify in the model tree. This
technique is often used in parts/assemblies with a large number of features.
3.5
Transparency Creo allows colours to be changed and textures/lighting and
transparency etc to be modified. As an example select VIEW (pulldown) Enable

Transparency.
N.B. The transparency can be accessed through the hotkeys et Enable Transparency
and te Transparency disEnable
71
Figure 11:3: General Assembly Drawing of Tensioner
Drawing
4.1
Load Drawing Open the drawing file tensioner drawing.dwg which
contains an end view of the assembly.
4.2
Datum Planes Select the datum planes on (
4.3
Section View Add a side view of the tensioner and section the view on the
) and repaint the screen (
).
centerline using similar techniques that were used to section a part(See Figure 11:3), e.g.
Select the existing view and RMBInsert Projection View
Select the new view RMBProperties
Select the Sections option in the DRAWING VIEW menu, and complete the options
for a full section
N.B. The drawing table, above the information box has been updated to contain
information on all the parts now in the drawing
4.4
BOM Ballons Display the Bill Of Material ballons by selecting from the
TABLE pull down menu

Select Create Balloon from the BOM BALLOON menu and then the cross section
view to place the balloons.
72
4.5
Additional View Add an additional isometric view and set the individual
view scale to 0.5.
Print Arrange the windows on the screen, ensure that the MODEL TREE menu is
visible, and print using Print Screen.
Save Save the updated drawing
73
Modified Pulley (Optional)

Modified Pulley
In some applications a cooling fan is added to the pulley end of the tensioner, to update
the pulley to allow for this reload the pulley and add the following features
Thicken the outer flange of the pulley

Create a radial threaded hole
Pattern the hole on a 70mm PCD
5.1
Load or reactivate the pulley window

Base Auxiliary Drive Section - Revolved Protrusion
10
32
36
Section Dimensions
5.2
Finished protrusion
Thicken Flange Create a revolved protrusion, centred on the axis of the
pulley with dimensions as shown above, i.e. thickness 10 mm, ID 36 mm and OD 100 mm.
(If the sketch align options are used it is possible to draw the addition with only 1 (10mm)
dimension.)
N.B. If there is no preview option available it is likely that the axis of revolution has
been obmitted, re-edit the section or select the axis via PLACEMENTAxis
74
5.3
Mounting Holes Use the Hole Tool (
) to model one tapped (threaded)
hole for a M5 bolt.

Hole Type
Select a Standard Hole, ISO, M5 x 0.8 , Tapped Hole (N.B.
Deselect the Add Countersink option)
Hole Dimensions
Leave as defaults, i.e. Hole Depth 12.6 mm (and Threaded

Depth 10.1mm)
Hole Placement
1. Select a point on the outer surface of the new protrusion.
2. Select Placement Type Radial
3. Highlight the second reference field and select the axis
of the pulley unit as the Axial Reference
4. Set the Radius, (PCD/2) to 35 mm
5. Using <CTRL> and LMB, select a datum plane (typically FRONT or TOP) as the angular reference and
set the angle to 45o .
5.4
Patterned Holes The previous section (5.3) defined a tapped hole on a PCD
offset at an angle (45o ) from a datum. This angle can now be used to duplicate the holes.
Select hole feature from the model tree or from the main drawing window and then using
RMB Pattern (or EDIT pattern) activate the Pattern dashboard.
1. In response to the request to Select dimensions to vary in the first direction select
the offset angle of 45o. (It may be necessary to rotate the model around to see this
dimension clearly.)
2. A prompt will now appear requesting the dimension increment, enter 45.
3. At the Number of Pattern Members (1) field (second from left) enter 8
Exit the dashboard ( ) and after a few seconds the pattern should appear on the part
and in the MODEL TREE.
Drawing 2 (Optional)
Reselect the window containing the drawing, and see that the drawing has been updated.
75
Print Tidy up the drawing, arrange the windows on the screen and print using Print
Screen.
Use Move to rearrange the position of the balloons. Use Edit Attachment to change the
end location of the balloon leaders.
Save Save the updated drawing

6.1
Suppress Re-activate the pulley and select the additional revolved protrusion
from the screen (or the model tree) and then RMB Suppress. As the Holes are a child
of the protrusion you are prompted to confirm that you wish to suppress all the highlighted
features, select OK. (N.B. Suppressed features are indicated in the model tree with a black
square)
Note that the pulley is now represented on the screen and on the screen in its original
form, however the information about the modifications is still available should both
alternatives are required.
N.B. If the feature is not visible in the MODEL TREE Select SETTINGS (above
model tree) Tree Filters Display Suppressed (tick) OK.
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
76
77
78
Exercise 12
DRAWING COURSE
Introduction
This task builds on the experience in the previous CAD exercises to assemble the tensioner
you constructed in task 11 on to an engine block and produce an Assembly drawing and
3D views.
Problem Complete tasks 1, 2, 3, 4 and (5) below
1. Engine Assembly Load the blank assembly called, engine-assy and assemble the
following items using the constraints indicated below.
Engine block1
Coordinate System
Representation of a 4 cylinder engine block
Alternator
Coincident
[Mate surfaces, Align axis]
M12 bolt
Coincident
[Mate surfaces, Align axis]
(pattern)
Ref Pattern
Pattern the Alternator fixing bolts using

the reference pattern used to generate the
location holes.
Belt
Coincident
[Align Axis & Plane]
Use the main crankshaft axis and the predefined belt location plane
Tensioner Assy
Coincident
[Align axis & Mate]
Tensioner pivot axis, axis in the belt

model] & ..
Tensioner Bolts Coincident

[Mate, Align axis]
Locate Tensioner bolt NB allows tensioner

to pivot.]
2. CAD Drawings
Resume suppressed features and generate an assembly drawing of the engine, with at
least 3 orthogonal views, and a detailed view of the area around the tensioner. (See
Figure 12:1. Use LAYOUT Detailed). Print Screen
3. Sketching
(a) Using the isometric paper supplied, or on the blank reverse, sketch
an isometric view of the alternator
a view of the engine assembly, showing the side with the tensioner.
a concept for two mounting lugs to connect the tensioner to the engine
block.
(a concept for a bracket(s) to support the engine assembly and manually
update the printed orthographic views.)
79
Figure 12:1: 2D drawing of the Engine Assembly showing the Detailed View
(b) Sketch the concept for the mounting lugs, in all the appropriate views, on the
assembly drawing printout.
4. Modelling/Drawing Update
Model your design for the mounting lugs on the engine block. Rearrange/add,
as required, drawing views to show new brackets.
Add an auxillary view look vertically down a sparking plug hole. Print screen
5. Addition Exercise - Drawing Updates
Model your design for engine support(s)
Ensure the additional boss on the pulley is resumed and then add the fan + M5
bolts
Update the drawing
Using VIEW Appearance change the colour of parts and surfaces in the
assembly using the paintbrush, to make the image more understandable.
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
80
Exercise 13
DRAWING COURSE
Introduction
This task builds on the experience gained in previous CAD exercises in the design of parts
but introduces more flexibility in the design process.
Problem
The A3 drawing shows an air compressor with the piston and crankshaft removed.
Using Creo design a piston and crankshaft for the compressor shown in the drawing. To
help the interpretation of the drawing bring up the compressor assembly in Creo before you
begin the process.
Design Considerations
1. PISTON
The flap valve on the top of the piston is spot welded in position. Details of the flap
valve are shown on the drawing provided. The piston seal is an lip seal, see drawing
for dimensions. Details of the connecting rod are shown on the drawing provided.
2. CRANKSHAFT
To be machined from a one piece casting. The main gear to be bonded to the
crankshaft with suitable adhesive. The counterbalance shape to be similar to the
drawing provided. A circlip 0.2 mm thick should be used on the smallest diameter to
prohibit axial movement of the shaft.
CAD Drawings
After modelling the two parts produce orthogonal drawings of them showing front and side
elevations only. Show all necessary manufacturing dimensions.
been competed to avoid clogging the printer at the end of the session.
81
82
84
Exercise 14
DRAWING COURSE
Introduction
Using the experience gained in the previous exercises using asembly features to produce
two assemblies, one static and one dynamic + using the parts completed in question 13.
(i.e. the piston and crankshaft plus the library parts available in your directory ex13 14.)
Problem
1. To assemble the piston and crankshaft you have produced with a number of
pre-constructed parts into a number of sub-assemblies and then combine them with
compressor assembly (compressor v2). To produce and detail a drawing with 3
orthographics views, including one cross section, and one exploded isometric view of
the static assembly
2. Supressing the static assembly generate a dynamic assembly using the sub-assemblies
and then animate the moving parts of the assembly
Method
1. Assemble the piston and crankshaft you produced in exercise 12. It is recommended
that a series of sub-assemblies are first produced with all items arranged in the top
dead centre position including :(a) Piston sub-assembly - containing Piston, Flap valve, Cup Seal, Cap (Retaining
Ring) and gudgeon pin
(b) Con-rod sub-assembly - containing Con-rod with Big End bearing.
(c) Crankshaft sub-assembly - containing Crankshaft, large gear and circlip.
(d) Moving parts sub-assembly - items a,b & c combined as a static assembly
(e) Add Moving Parts sub-assembly to the given compressor assembly
(f) Produce an assembly drawing, (use the A3 Assy Drw icon to start the
drawing), containg 4 views.
2. Suppress the static Moving Parts assembly and reassemble the Piston, Crankshaft
and Conrod subassemblies directly into the compressor assembly using dynamic
constraints (See notes attached). Animate the model using both manually (using the
drag option ) and automatically using the analysis and servo drivers.
Colour the parts introduced to give a contrast to existing parts.
N.B. Save your work at regular intervals and print out your work, using the PRINT
SCREEN function, after each item has been competed to avoid clogging the printer
at the end of the session.
85
Additional Task
Using the printed graph/isometric sheet provided :1. Sketch one or more simplified orthographic views of the
Cylinder/Piston/Conrod/Crankshaft to illustrate the crank position at which the
maximum interference between the conrod and piston skirt might occur.
2. Sketch a view of the compressor showing a partial cut-away of the Piston in the
cylinder, showing the structure of the piston assembly.
86
Complete Compressor
Dynamic Analysis
To define a mechanism within Creo location connections are added to a assembly in a very
similar way to normal fixed assembly constraints. Although it is possible to modify an
existing assembly to allow motion it is often easier to restart. Thus in your completed
assembly delete or suppress the piston, conrod subassemblies and the crankshaft.
Although, as with other parts of Creo, it is possible to assemble the moving parts in a
number of different ways it is suggested that you follow the procedure below. Once you
have completed it you may experiment with the assembly options/funtionality to discover
what other features are available. There is further information on the how to use the
motion options within Creo to be found on the web, see the help pages at
www.eng.cam.ac.uk/DesignOffice, in particular the link relating to Design Dynamics.
There are 7 standard joint types available (+ user defined joint), see below, that can be
combined in a similar method to that found with fixed constraints to achieve the particular
type of motion required. In many cases it is useful to think of the 6 Degrees of Freedom
(DOF) available (3 Translation + 3 Rotation) and confirm the the choice of constraints
limits the motion to only the DOFs you require.
87
Joint Type
Constraints Required
DOF
Ball
Point alignment to point
3xR
Bearing
Point alignment to edge or

axis
3xR, 1xT
Sliding idealised ball joint
Cylinder
Axis alignment
1xR, 1xT
Cylinder, plain bearing
Pin
Axis alignment,
mate/align
Planar
Plane alignment
Slider
Axis alignment,
mate/align
Weld
Coordinate system
ment
Rigid
One or more constraints
Planar
Planar
align-
Real Life Joint

Idealised Ball joint
1xR
Bearing with no axial movement, e.g. Roller bearing
2xT
2-D sliding, e.g. plate-plate.
1xT
Slot
Welded/bolted/glued joint
Specialised
joint
user
defined
Dynamic Model Assembly
Crankshaft Placement Constraints
2.1
Crankshaft Sub-Assembly As noted above the joint that actually
simulates a plain bearing best is a Cylinder, however it is often easier to use a Pin joint
that allows rotation and also restricts axial displacements in one constraint. Thus the first
component, the crankshaft, is assembled using a Pin joint.
Start the assembly procedure as for a fixed constraint, using (
) (from the right icon bar)
Select the connections option, which will cause a new set of options to be available. Add a
PIN connection and use
1. The axis of the crankshaft and the axis of the small bush to complete the axis
alignment.
88
2. The inside edge of the circlip slot and the back surface of the crankcase for the
translation alignment.
select OK when the PLACEMENT STATUS indicates Connection Definition Complete.
N.B. The crankshaft is now displayed in the model tree with a small white square with a
central dot, indicating that the component is fully constrained with a dynamic constraint.
2.2
Piston Sub-Assembly The piston can be assembled in a number of ways,
but it is most convienent to use the cylinder option. Use the central axis of the piston and
the cylinder to align the subassembly. N.B. The flip option can be used to reorientate the
piston if it appears in the model upside down.
To simplify the assembly of the conrod use <CTRL><ALT> to move the piston
subassembly into the approximately correct position.
Connections displayed on the assembly and details of the conrod definitions
2.3
Conrod Sub-Assembly Assembly of the Con-Rod completes the
mechanism and is assembled using a combination of a Pin connection to locate the little
end bearing in the middle of the gudgeon pin and a cylinder connection to locate the
big-end bearing on the crankshaft.
N.B. In some situations the system can lock into the secondary stable positions, e.g. with
the piston below the unit and the conrod passing through the piston assembly. (There is no
collision checking at this stage of the assembly process) In these situations place the conrod
subassembly into the approximately correct position using <CTRL><ALT> and mouse
movements, and then redefine the piston position. This will force the piston into position.
Manipulation of Dynamic Assembly
Once assembled with connections the mechanism can be manipulated either manually or
automatically with one or more predefined motions. A limited amount of analysis of the
system is also available at this point. To activate this mode select Mechanism from the
top icon bar. The change of mode is indicated by the appearance of a new set of icons in
the right menu and a new set of features in the model tree.
89
3.1
Manual Movement The mechanism can be manipulated by hand using the
drag function, ( ) or MECHANISM drag. This will highlight the connections and
prompt the user to select a component. Selecting a movable item, e.g. the crankshaft
balanceweight, results in a small white circle appearing on the component at which point
the mouse can be used to move the item as though it was being dragged/pushed. Any
connecting parts also move as defined by the connections.
3.2
Automatic/Driven
Servo Motor Definition Menus

The system allows a number of different analyses to be undertaken, However in all cases
drivers need to pre-set. To setup a servomotor, select ( ) or MECHANISM
servomotors. In the new window select NEW and enter a name of your choice (or accept
the default) in the SERVO MOTOR DEFINITION window. Select the crankshaft axis (the
yellow highlighted joint) as the Driven Entity and selecting the PROFILE submenu
define the servo motor to have a profile of specification of Position, Magnitude Ramp
with position values of A=0 and B=360. Accept the Servo Motor definition and return to
the main screen.
Analysis Definition Menus

90
Select (
) or Mechanism Analyses followed by New, choose a Kinematic TYPE
and enter
1. START TIME = 0
2. Length and Rate type
3. END TIME = 1
4. FRAME RATE = 20
5. MINIMUM INTERVAL = 0.05
Selecting Motors choose the motor definition entered previously. Selecting Run from the
ANALYSIS DEFINITION menu will run the basic analysis and store the results. Return
to the main screen using OK and Close.
3.3
Results Display Select (
) (Analyse Playback or Playbacks from the

model tree). Accepting the defaults select the small playback arrow at the top of the menu
and then use the cassette recorder like controls to display the motion.
If you are using your own piston/crankshaft you might like to check for inteferences.
Selecting the Collision Detection Settings Global Collision Detection option on
the PLAYBACKS menu will set going an analysis of the interferences thoughout the
motion. Any collision volumes are shown in red wireframe, c.f. the interference between
the motor shaft and the small gear.
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
91
Name :Lab Grp :-
92
Coll :-
Mark -
Exercise 15
DRAWING COURSE
Introduction
This exercise extends your experience in animating mechanisms using a IDP robot as the
basic model. The task is to complete a static assembly and associated 2-D assembly
drawing and then using the techniques learnt in Exercise 14 to convert the lifting system
into a mechanism and to update the Assembly drawing to show the extremities of travel.
N.B. The components required for this excercise can be found in your subdirectory
/ptc/ex15. Do not forget to set your working directory before starting to work.
Problem
1. Add the castors and cable support to an existing model and generate an assembly
drawing.
2. Complete the static model, adding the lift mechanism, drive units, controller etc
and update the drawing
3. Modify the lifting system to be a mechanism
4. Add the new lift sub-assembly to the model and produce a drawing showing the
extremities of the motion.
93
Top view of Robot
Underneath view of Robot
Task 1 - Static Assembly 1

1. Load the partially completed assembly robot1
2. Assemble the two castors, (castor.asm).
3. Assemble cable support, (support supply.prt).
Hint: use the tangent constrain to locate the support
4. Generate a A3 Assembly drawing
5. Print drawing
Task 2 - Static Assembly 2

1. Assemble the pre-defined, lift static.asm, lifting mechanism onto the robot
Hint: Think how the unit would be assembled in real life
2. Assemble the drive units, drive unit.asm (motor/wheels/supports).
Suggestion: Suppress a constraint if you find aligning the axes confusing (or use
a second assembly window)
3. Update the drawing and print
94
Lift Mechanism
Task 3 - Dynamic Assembly of lift mechanism

1. Load the static lift mechanism, lift static, and save a copy lift dynamic
2. Load lift dynamic
Hint: Select Mechanism application temporarily to show any existing dynamic
constraints
3. Modify the pivot points etc. to allow rotation
Hint: You should only need to change 4 joint definitions. Start redefining the
constraints from the bottom of the model tree to remove problems associated
with parent-child rconstraints
4. Check the motion by using drag and the predefined motion of the pnuematic cylinder.
Hint: Be careful not to drag the mechanism beyond its normal limits. Run
analysis and use the predefined servo-motor and analysis type Position.
Task 4 - GA drawing 2
1. Assemble the new lift sub-assembly into the existing main assembly, robot1. Hint:
Suppress the static assembly to aid visualisation. See how defining a useful
CSO can aid assembly
2. Arrange the mechanism at the end of its travel
3. Update the drawing to show the mechanism at the extremities of its motion Hint:
Use the static assembly.
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
95
96
Exercise 16
DRAWING COURSE
Introduction
This exercise builds on your experience of Creo and introduces a new module Sheetmetal
that enables a designer to generate development drawings of sheetmetal constructions.
Complete the sub-tasks listed below, items 1 & 2 use a number of the standard functions in
the sheetmetal module to produce a support bracket. Items 3 & 4 are based around a
chassis for an Part IB Integrated Design Project robot used in Qu 15. The emphasis is on
completing well laid out dimensioned 2-D drawings suitable for design acceptance in this
project. The additional items 5 - 7 give experience in using more of the sheetmetal
functionality.
Problem
1. Construct a support bracket
2. Add a flat wall to [1] and produce a 2-D development drawing
3. Construct the outline of an example IDP robot chassis in solid, convert to sheetmetal.
4. Add edge rips and flat pattern features to the model. Generate a drawing
containing 2 sheets showing the isometric + development of the chassis.
5. Construct a simple metal tab to the chassis
6. Copy existing tab
7. Add Wall extensions to [1]
97
Sheetmetal Fundamentals
The user interface employed by the sheetmetal module of Creo is very similar to the
default solid modelling part. The same principles hold, select the type of feature to
generate, sketch/pick&place the feature completing all the elements required and then
preview/accept.
Task 1 - Extruded Bracket
In this section we use a standard technique in the sheetmetal module to produce material,
an extruded section. This is similar to the extrude function in the solid module, but only
one side of the section needs to be drawn as the sheetmetal thickness is defined.
Figure 16:1: Basic Bracket

Start a new part, bracket userid, invoke the Sheetmetal option from the
APPLICATIONS menu and start to create a one-sided Extrude (
) feature similar to
that for a solid extrusion. Once in the sketcher draw the general bridge outline of the part
with the dimensions shown in the figure above.
Ensure that the bridge is centred about the MID datum plane.
Hint: If a centreline is placed on the desired mid plane, the symmetric about a
centreline, constraint can be used. Select the centreline followed by the two vertices
to be made symmetric
Whilst in the sketcher mode, select the thicken function (RMB Thicken) and then
choose the direction to retain the internal dimensions, e.g. internal radii 1.5 mm (See
Figure 16:1).
Exit the sketcher, accept the default direction and enter a blind depth of 60 mm and a
material thickness of 1.5 mm.
N.B. The direction of the thicken can also be switched from the dashboard.
Preview and accept.
Create a Flat Pattern feature, selecting the top of the bracket as the plane to remain fixed.
N.B. Once created the Flat Pattern feature will automatically remain the last
feature. To return to the folded state suppress the feature.
98
Print an image of the bracket

Use the ANALYSIS measure function to manually check the calculated value for the
bend allowance and compare it with a hand calculated figure. Add the calculation, and
comments about any differences, to the printout.
Task 2 - Adding an additional Wall 1
Additional flaps etc can be added to a part by using the various attached wall features,
here the Create Flat Wall feature is used.
3.1
Flat wall Select the Create Flat Wall (
) feature, which opens the
associated dashboard (Figure 16:2)
Figure 16:2: Standard setting for the Flat Wall dashboard

Accepting the default settings and selecting an attachment edge immediately generates an
additional wall.
Figure 16:3: Initial Display of the flatwall, having chosen an attachment edge
A Flat wall is simply additional material attached to an existing piece of sheetmetal work.
It can be an arbitary shape and attached at a user defined angle, see the first two
dashboard items. The default Rectangle shape can be modified in the SHAPE dashboard
pulldown menu, see Figure 16:4.
If a different shape, e.g. Trapezoid, L, T is chosen from the wall shape selection both the
shape display and the model automatically change. An arbitary shape can be defined in a
sketcher window by selecting the User Defined option or selecting sketch from the
SHAPE menu.
Hint: Although it is additional work it is often useful to use the User defined option
even to define a rectangular wall, when the dimensions can be constrained by an
existing feature/dimension.
99
Figure 16:4: Screenshot showing both the interactive SHAPE menu and the pulldown menu
allowing the selection of predefined shapes
3.2
2-D drawing Start a new A4 part drawing (using the a4 part.frm format),
named bracket1, and place an edge view and a plan view of the bracket development fully
dimensioned.
Reminder: To change the scale double click on the value at the bottom left of the
screen
In many cases it is useful to also display one or more views of the finished folded item.
This can be done on another drawing or second sheet of the same drawing. Alternatively
the concept of a family table combined with the ability of the system to include drawings
of more than one item on one drawing can be used.
Figure 16:5: Typical layout of a Family Table

The family table allows a series of similar instances of one model each differing by one or
more dimensions/features, the details of which are contained in a table.
In this situation a family table needs to be produced with two instances differing by the
inclusion/exclusion of the flat pattern feature.
To set up a Family table for the bracket, return to the part window, ensure that the
bracket has the Flat Pattern feature resumed and then select Family Table from the
TOOLS menu. Following the instructions in the Family Table window first add the Flat
Pattern feature as column to the table. (Add item feature Select the feature
OK). Add a second instance, using the add row icon, and set the Instance Name to
Bracket1 folded and the feature setting to N (Use the pulldown options.), see Figure 16:5.
100
When you have complete the table, exit using OK.

N.B.: A suppressed feature cannot be selected. Also, it is often useful to add three
instances, generic, folded and flat. This allows drawings and models to remain
correct even if the flat pattern status is changed in the generic mode
Figure 16:6: Dimensioned Drawing
To add views of the folded bracket to the drawing, the folded instance of the part needs to
be made active by, selecting LAYOUT Dwg Models Add Model. Select
Bracket1 userid and then Bracket1 folded Open in the SELECT INSTANCE
menu. To select the folded model as the current model select Set Model
Folded bracket Done/Return.
Add a general view as shown in the figure above.
Update any dimensions required in the 2-D drawing and print. Although the show all
option can be used from the show and erase menu this often produces a large number of
)
awkward dimensions. It is often better to manually insert dimensions using (
Dimension New references.
Task 3 - Robot Chassis
A powerful facility within Creo and a number of the other large CAD packages is to be
able to construct a model in solid and then finally shell it, c.f. the cylinder intersection
problem, and then generate the development. The next two tasks are examples of this
process being used to produce drawings, and therefore possible CNC codes, for the
manufacture of a typical IDP robot chassis.
101
200
300
16
80
General view of the final assembled robot
24
15
Overall dimensions of the chassis
4.1
Solid Model of chassis Construct a new part names chassisshell,

constructed using a solid one-sided extrusion to the dimensions shown in the figure above.
Hint. While the cross-section of the extrusion can be sketched on any plane it is
often useful to arrange for them to be named correctly to aid with future assemblies,
i.e. sketch the section on the brown side of the top plane and orientated with the
front of the vehicle aligned with the brown side of the FRONT plane
4.2
Conversion of chassis to sheetmetal In essence this is very similar to

a standard shell operation, but the system recognises the resulting shell as a sheetmetal
object.
While the solid chassis window is still active select OPERATIONS Convert to
Sheetmetal shell. Then select the surfaces to be removed, the base + four surfaces in
the slots. Once selected, complete the feature definition with Done Done Refs and
enter the material thickness, 1.6 mm.
An indication that the model is now in sheetmetal mode is that this shelling results in a
new First Wall feature.
Task 4 - Ripping the 3-D model
Inserting a flat pattern feature at this point indicates that only the flap at the centre of the
front is available for automatically bending.
5.1
Insert rips Although the chassis part is recognised as a sheetmetal element
the system does not automatically choose cut lines. These are normally added by using the
Conversion feature.
Select the OPERATIONS Conversion feature ( )and select to define (from the SMT
Conversion dashboard), Edge Rip. Add the four outer corner edges of the chassis together
with the outer return edges by the notches at the front of the chassis.
Hint. If the material is thick there can be problems with too much material in the
corners of bends. The problem can be eleviated by adding Corner Relief either
when defining the conversion or afterwards using the Create Corner Relief feature.
102
5.2
Second Drawing Sheet + Development To fully describe an object
or assembly it is often neccessary to produce a number of drawings. These can be separate

drawings, however it is often useful to have sub-sheets with different aspects of the item
described. In the case of the chassis it may be useful to have one sheet with the
orthographic views and a second with the development.
Use the technique described in 2 to generate folded and unfolded instances of the chassis.
Produce a A4 drawing of the folded chassis and then add a dimensioned development
drawing on the second sheet.
To add a second sheet to a drawing select LAYOUT New Sheet. The sheets can be
switched using VIEW Go To Sheet or the tab at the bottom of the drawing .
Print the two sheets.( Note any differences to the length of the sides of the chassis and
propose a reason(s).)
Task 5 - Adding Tabs to the Chassis
It is often required to increase the torsional stiffness of a chassis (or other sheetmetal
object) by adding tabs at corners, which are subsequently attached with bolting, riveting
or spot-welding. The simplest method to add tabs is to use the Create Flat Wall feature
used in task 2.
6.1
Flat Wall Tab Select the Create Flat Wall (
) icon and when the

dashboard has loaded select an edge of one of the exisiting chassis walls. Although a
rectangular tab can be used it often useful to choose a Trapezoid shape with a shallow
angle to allow for variations in bending, see Figure 16:7 for typical dimensions. Use the
first flip option, on the dashboard, to orientate the tab if required. If the tab is coincident
with the second wall use the offset pulldown options to automatically realign the bend.
6.2
Bend relief In the corner where the tab,top and walls meet there is an area of
high deformation. By default, Wildfire defines a rip in the material, see Figure 16:8. In
manufacture it is better to control the deformation by the removal of material in this area,
which can be done automatically with a predefined relief option, e.g. Obround, see
Figure 16:9. Before this form of relief can be used the tab needs to be reduced in size.
Select/redefine the Flat Wall feature used to define the tab and reduce the size by 2mm.
Then insert a default Obround feature at the corner end of the tab, N.B. Inserting a relief
103
Figure 16:7: Placement/Shape/Dimensions of a tab at the corner of the chassis
(a)
(b)
Figure 16:8: Rendered images of (a) Rip (b) Obround relief

at the open end will cause a simply recoverable error.
6.3
Drawing Update Add a detail scrap view of the tab/relief to the existing 2D
drawing of the flat chassis.
Task 6 - Copying Tabs
Experiment with the OPERATIONS Copy feature to generate a second dependant

tab on another corner.
Hint: This functionality can be used to copy features in both Solid and Sheetmetal
parts.
Select the tab completed in section 6 and then using the OPERATIONSCopy (or
<CTRL> C) and OPERATIONSPaste Special add the same wall definition to
another corner. When the paste Special option is selected choose the option make
copies dependent on dimensions of originals. This ensures that changes to the
master tab are propagated to all copies, this can subsequently be disabled by selecting the
feature and RMBMake Sec indep.
104
(a)
(b)
Figure 16:9: (a) Adjustment of Tab size (b)Obround relief default definition
Pasting a copied object initates the normal dashboard, but ony requires the placement
references to be picked from the model, here an external edge at another corner, before the
feature is defined and the dashboard can be exited.
Figure 16:10: Example of Extended Wall
Task 7 - Predefined wall extensions
It is often useful to add small extensions to walls to close a box for instance, see
Figure 16:10. While it is possible to manually add wall extensions, there is an automatic
feature.
Reload/re-Activate the bracket and then choose the Create Extended Wall feature ( )
and then select the outer edge of the tab and the side of the existing bracket to extend the
tab.
Update the 2-D drawing and print
A.L. Johnson
P.J.G. Long
V. Bateman
Jan 2012
105

Handouts & Exercises: University of Cambridge Department of Engineering

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UNIVERSITY OF CAMBRIDGE

PART 1A CAD COURSE

Sketched (Base) Features . . . . . . . . . . . . . . . . . . . . . . . . .

Pick and Place (or Referenced) Features . . . . . . . . . . . . . . . .

Exercise 8: Simple Extruded and Revolved Parts

4 Task 1 - Extruded Section

Edit Profile Dimensions

5 Task 2 - Keeper Plate

6 Task 3 - Additional Components

7 Construction and Editing (aide-memoire)

Exercise 9: Intersections, Patterns and Part Drawing (1)

3 Task 1 - Cylinder/ Domed-Cylinder Intersection

4 Task 2 - Initial Drawing

5 Task 3 - Cylinder/Dome Intersection

Intersection Drawing Review . . . . . . . . . . . . . . . . . . . . . . . . . . .

6 Task 4 - Parent/Child Relationships

Reordering Model Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Multiple Surface Shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7 Task 5 - Mounting Flange

Extruded Flange Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Revolved Flange Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Printing a Drawing - for information ONLY . . . . . . . . . . . . . . . . . .

9 Task 6 - Optional Challenge

Modification of existing fitting . . . . . . . . . . . . . . . . . . . . . . . . . .

Addition of tube at 45 degree . . . . . . . . . . . . . . . . . . . . . . . . . .

Exercise 10: Assembly Components and Part Drawing(2)

4 Task 2 2D Drawing of the Pulley

Setting the overall Drawing Scale . . . . . . . . . . . . . . . . . . . . . . . .

Exercise 11: Component Assembly and GA Drawings

5 Modified Pulley (Optional)

Exercise 12: Assemblies (2)

Exercise 13: Component Design

Exercise 14: Dynamic Assembly (1)

2 Dynamic Model Assembly

3 Manipulation of Dynamic Assembly

Exercise 15: Dynamic Assembly (2)

1 Task 1 - Static Assembly 1

2 Task 2 - Static Assembly 2

3 Task 3 - Dynamic Assembly of lift mechanism

Exercise 16: Sheetmetal

2 Task 1 - Extruded Bracket

3 Task 2 - Adding an additional Wall 1

2-D drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

4 Task 3 - Robot Chassis

Solid Model of chassis

Conversion of chassis to sheetmetal . . . . . . . . . . . . . . . . . . . . . . . 102

5 Task 4 - Ripping the 3-D model

Insert rips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Second Drawing Sheet + Development . . . . . . . . . . . . . . . . . . . . . 103

6 Task 5 - Adding Tabs to the Chassis

Flat Wall Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Bend relief . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Drawing Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

7 Task 6 - Copying Tabs

8 Task 7 - Predefined wall extensions

Introduction to CAD - (Creo Parametric)

Still the basis for most designers

(PC Based - Solidworks,

Creo Parametric (Previously known as Pro/ENGINEER (Pro/E for short)) is a commercial

Figure 0:1: Comparison of physical and Creo methods of part construction

Sketched (Base) Features

Pick and Place (or Referenced) Features

Modification of Features The parametric nature of Creo Parametric that