PTC university Detailing using Creo Parametric 2.0 re =n 73905-390-02 Authored and published using ArbortextPTCuniversity Copyright © 2012 Parametric Technology Corporation. ll Rights Reserved Copyright for PTC software products is with Parametic Technology Corporation, is subsidiary companies (colletively"PTO"). and their respective licensors. This sofouate provided under writen license agreement, contains valuable trade secre's and proprietary information, ands protected by the copyright la ofthe Unted States and other counties. Itmay not be copied (or dstibuted in any form or medium, disclosed to third parties, or used in any manner not provided fr inthe sofinae licenses agreement except nth witen prior approval from PTC. UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. User and taining guides and related documentation ftom PTC is subjectto the copyright aus of the United States and other counties and is povided under a lcense agreement that estict copying, declosure, and ure of such documentation. PTC hereby grants tothe licensed sofware user the right to make copies in printed form of th documentation ff provided on ‘sofware media, bt only for inteinalpetsonal ure and in accordance with the license agreement under which the applicable Sofwareis licensed. Any copy made shallinclude the PTC copyright notice and anyother proprietary neice provided by PTC. Training materials may not be copied without the express witten consent of PTC. This documentation may not be disclosed. ‘tansfetred, modded, of reduced to any form, incuding electronic media, of transmitted or made publicly avaliable by any means wthoutthe prior wiiten consent of PTC and no authorization © granted to make copies for such purposes. Information desctived herein is furnished for general infomation only, & subjectto change wihot notice, and should nat be construed ae a watranty of commAment by PTC. PTC assumes no responsibilty or lably for any erors or naocuracies that may appear inthis document. For Important Copyright, Trademark, Patent and Licensing Information see backside of this guide,PTCuniversity About PTC University Welcome to PTC University! With an unmatched depth and breadth of product development knowledge, PTC University helps you realize the most value from PTC products. Only PTC University offers + An innovative learning methodology — PTC's Precision Learning Methodology is a proven proprietary approach used by PTC to develop and deliver learning solutions. + Flexible Delivety Options-PTC University ensures you receive the same quality training programs Tegardiess of the learning style. Our extensive experience, innovative learning techniques, and targeted learning modules facilitate the rapid retention of concepts, and higher user productivity + Premier Content and Expertise ~ A thorough instructor certification process and direct access to the PTC product development and PTC consulting organizations means that only PTC courses can give you highly-quaiified instructors, the most up-to-date product information and best practices derived from thousands of deployments, + Global Focus ~ PTC University delivers training where and when you need it by providing over ‘TU Training centers located across 36 countries offering content in nine languages. + Delivering Value ~ A role-based learning design ensures the right people have the right tools to do ‘heir jobs productively while supporting the organization's overall performance goals. ‘The course you are about to take will expose you to a number of learning offerings that PTC University has available. These include: + Instructor-led Training (ILT) — The ideal blend of classroom lectures, personal demonstrations, ands-on workshops, assessments, and post-classroom tools, + ProlFICIENCY This Web-based, skills assessment and development-planning too! will help improve your skills and productivity. + eLeaming Libr: 24I7 access to Web-based training that will compliment your instructor-led course. + Precision LMS ~ A powerful learning management system that will manage your eLearning Ubrary and ProlFICIENCY assessments. PTC University additionally offers Precision Learning Programs. These are corporate learning programs designed to your organization's specific goals, current skills, desired competencies, and training preferences, Whatever your learning needs are, PTC University can help you gat the most out of your PTC. products.PTCuniversity PTC Telephone and Fax Number: North America + Education Services Registration = Tet (888) 782-3773 = Fax: (781) 370-5307 + Technical Support (Monday - Friday) = Tet (800) 477-6435 = Fax: (781) 707-0328 + License Management and Contracts = Tel: 877-ASK-4-PTC (877-275-4782) Fax: (781) 707-0331 Europe + Technical Support, License Management, Training & Consulting — Tel: +800-PTC-4-HELP (00-800-78-24-43-57) Asia + Please refer to hito/lwww.pte.conYservicestraningleontact.htm for contact information In addition, you ean access the PTC Web ste at wwwpte.com. Our Web site contains the latest training schedules, registration information, drections fo training facities, and course deseriptions. You can also reach technical support, and register for online service options such as knowledge base searches, reference libraries, and documentation. You can also find general information about PTC, PTC Products, Consulting Services, Customer Support, and PTC Partners.PTCuniversity Precision Learnin Precision Learning in the Classroom PTC University uses the Precision Learning methodology to develop effective, comprehensive class ‘material that will improve the productivity of both individuals and organizations. PTC then teaches using the proven instructional design principal of Tell Me, Show Me, Let Me Do! + Topics are introduced through a short presentation, highlighting the key concepts. + These key concepts are then reinforced by seeing them applied in the software application. + You then apply the concepts through structured exercises. Alter the course, a Pro/FICIENCY assessment is provided to enable you to assess your understanding of the materials. The assessment results will also identify the class topics that, require further review, At the end of the class, you will either take a Pro/FICIENCY assessment via your PTC University eLearning account, or your instructor will provide training on how to do this after the class. Precision Learning After the Class Each student that enrolls in a PTC class has a PTC University eLeaming account. This account will be automatically created if you do not already have one. As part of the class, you receive additional content in your account + AProlFICIENCY assessment from the course content that generates a Recommended Learning Report based on your results. + A Web-based training version of the course, based on the same instructional approach of lecture, demonstration, and exercise. The Recommended Learning Report wil link directly to sections. of this training that you may want to review. Please note that Web-based training may not be available in all languages. The Web-based training is available in your account for one year after the live class.PTCuniversity Precision Learning Recommendations PTC uses a role-based training approach. The roles and the associated training are graphically displayed in a curriculum map. Curriculum maps are available for numerous PTC products and versions in the training section of our Web site at http:swww.pte. com/services/edserv/learninglpathslindex. htm. > Please note that a localized map may not be available in every language and that the map above is partial and for illustration purposes only. Before the end of the class, your instructor will review the map corresponding to the course you are taking. This review, along with instructor recommendations, should give you some ideas for additional training that corresponds to your role and job functions.PTCuniversity Training Agenda Day 1 Module 01 — Introduction to Drawings Module 02 — Creating New Drawings Module 03 — Creating Drawing Views Day 2 Module 04 =— Adding Model Details to Drawings Module 05 + — Adding Notes to Drawings Module 06 + — Adding Tolerance Information Module 07 — Adding Draft Geometry and Symbols Days Module 08 — Using Layers in Drawings Module 09 — Creating and Using Tables in Drawings Module 10 — Using Report Information in Drawings Module 11. — Creating Drawing Formats Module 12 — Configuring the Drawing Environment Module 13 — Managing Large DrawingsPTCuniversity Table of Contents Detailing using Creo Parametric 2.0 Creating New Drawings . Creating Different Drawing Templates 22 Creating Drawing Views. Creating Gearbox Views. 32 Creating Gearbox Cross-Section Views 36 Adding Model Details to Drawings . Adding Dimensions to Drawings Adding Notes to Drawings .. Creating Notes in Drawings Adding Tolerance Information . Configuring Dimensional Tolerances in the Piston 62 Creating and Editing Geometric Tolerances 67 Adding Draft Geometry and Symbols .. Adding Draft Geometry to a Drawing Creating and Using Generic Symbols. 7A2 Using Layers in Drawings . Managing Layers in Drawings 82 Creating and Using Tables in Drawings... Creating a Revision Table. Using Report information in Drawings . 104 Adding a Bill of Materials Table 10-2 Creating Drawing Formats .. Mt Creating an A2 Format 11-2 ‘Managing Large Drawings. B41 Managing Drawings for the Drill Assembly 13.2PTCuniversity Module 2 Creating New Drawings ezoraPTe Module 2| Page 1PTCuniversity Exercise 1: Creating Different Drawing Templates Objectives Atte successfully completing this exercise, you will be able to: + Create drawing templates. + Place different types of views on drawing templates. + Place tables on drawing templates. Scenario You need to reduce the time it takes to create drawings. You also need to maintain company standards with regard tothe information contained within drawings. You ereate both part and assembly drawing templates to achieve these objectives. Close Window] Erase Not Displayed Ba Drawing\Templates Creating _NO FILES OPEN Task 1: Create an A2 assembly drawing template. 7. Inflate @ drawing template + Click New [ftom the Quick Access toolbar. + Inthe New dialog box, select Drawing as the type. + Type TEMPLATE_ASSEMBLY_A2_SIZE as the name of the drawing + Clear the Use Default Template check box + Click OK. 2. Configure the drawing options — + Ensure that the default model is edited to = None oo + Select the Empty with format option. scencomeme + Click Browse. In the Open dialog box, click eae Working Directory C2 = + Select A2_SIZE_FORMAT.FRM asthe format SSS + Click Open, and then click OK. + When prompted, type &drawn_by for the drawn by parameter and press ENTER + Notice an A2 format is placed on the drawing 3. Switch to drawing template mode + Inthe ribbon, select the Tools tab. + Click Template GJ from the Applications aoa Lot aroup. B yr drawn_by parameter is utilized when the drawing template is used to create a new jrawing © 2012 PTCPTCuniversity Task 2: Place a template view. 1. Create an exploded template view. + Inthe ribbon, select the Layout tab. + Click Template View @]trom the Model Views group. + Type 3D_EXPLODED in the View Name text box. + Notice that by default the View Type is set to General = + Type 3D_VIEW in the Orientation text box. = + Type EXP in the Explode text box + Select the Scale check box, and type 4.5 in the View Scale text box. + Click Model Display, and ensure that the check box is selected, Select the No Hidden option. + Click Place View, and select a location in the center of the drawing. + Click OK from the Template View Instructions dialog box, Task 3: Add a bill of materials table to the drawing, 1. Insert the table BOM.TBL. + Inthe ribbon, select the Table tab. + Click Table From File && trom the Table group eo, He + Click Working Directory £%. + Select the BOM.TBL table. + Click Open. + Place the table in the lower-right comer of the drawing, as shown, {@ When utiizing the drawing template, the bill of materials table populates with information When an assembly model is placed in the drawing. 2. Save the template drawing and erase all objects from memory + Click Save El from the Quick Access toolbar. + Click OK in the Save Object dialog box. + Click Close [4 from the Quick Access toolbar to close the drawing window. + Inthe ribbon, click Erase Not Displayed i. # from the Data group. + Click OK to erase all objects from memory. ezoraPTe ModulPTCuniversity Task 4: Create a part drawing template 1. Initiate @ drawing template. + Click New [3 from the Quick Access toolbar. + In the New dialog box, select Drawing as the type. + Type TEMPLATE_PART_A2 SIZE asthe name of the drawing, + Clear the Use Default Template check box. + Click OK Configure the drawing options + Ensure the default model is edited to None. + Select the Empty with format option. + Click Browse, and in the Open dialog box, click Working Directory Ef. + Select A2_SIZE_FORMAT.FRM as the format. + Click Open, then click OK. + When prompted, type &drawn_by for the drawn_by parameter, and press ENTER, + Notice an A2 size drawing format is placed on the drawing 3. Switch to drawing template mode, + Inthe ribbon, select the Tools tab. + Click Template EJ from the Applications group. Task Add template views to the drawing 1. Place the first template view. + Inthe ribbon, select the Layout tab. + Click Template View @]trom the Model Views group. + Type FRONT_VIEW in the View Name text box. + Notice the Orientation is set to FRONT by default + Click Model Display, and ensure that the check box is selected, Select the No Hidden option. + Select the Dimensions check box, then select the Create Snap Lines check box. + Type 0.5 for the Incremental Spacing, and type 0.75 for the Initial Offset + Click Place View, select a location in the lower-left of the drawing, as shown. + Keep the Template View Instructions dialog box open. © 2012 PTCPTCuniversity 2. Place a projected view. Click New in the Template View Instructions dialog box ‘Type RIGHT_PRO in the View Name text box. Select Projection as the View Type Notice the FRONT_VIEW is automatically configured as the parent view. Click Model Display, and ensure that the check box is selected. Select the No Hidden option Click Dimensions, and ensure that the check box is selected. If necessary, select the Create Snap Lines check box ‘Type 0.5 for the incremental Spacing, and type 0.75 for the Initial Offset Click Place View, and select a location to the right of the front view, as shown. Keep the Template View Instructions dialog box open. @ 3. Place a second projected view. Click New in the Template View Instructions dialog box. ‘Type PLAN in the View Name text box. Select Projection as the View Type. Notice the FRONT_VIEW is automatically configured as the parent view. Click Model Display, and ensure that the check box is selected, Select the No Hidden option Click Dimensions, and ensure that the check box is selected. If necessary, select the Create Snap Lines check box Type 0.5 for the Incremental Spacing, type 0.75 for the Initial Offset. Click Place View, and select a location above the front view, as shown, Keap the Template View Instructions dialog box open, ezoraPTe ModulPTCuniversity 4 Place @ 3D general view + Click New in the Template View Instructions dialog box + Click View States, and ensure that the check box is selected + Type 30_VIEW in the View Name text box ' + Type 30_MIEW iin the Orientation text box + Click Model Display, and ensure that the check box is selected. Select the No Hidden option + Click Place View. Drag a window to specity the bounding box for the view, above the RIGHT_PROJ view, as shown, + Note thatthe location and scale ofthe view is. controlled by the bounding box + Glick OK from the Template View Instructions dialog box 5. Save the template drawing and erase all objects from memory + Click Save E_] trom the Quick Access toolbar. + Click OK in the Save Object dialog box + Click Close [4 from the Quick Access toolbar to close the drawing window. ® | RIGHT PROD + Click Erase Not Displayed i, # from the Data group, + Click OK to erase all objects from memory This completes the exercise © 2012 PTCPTCuniversity Module 3 Creating Drawing Views ezoraPTe Module 3| Page 1PTCuniversity Exercise 1: Creating Gearbox Views Objectives Ate successfully completing this exercise, you will be able to: + Contigure diferent general and projection views to develop the GEARBOX_FRONT.PRT drawing Scenario Close Window Erase Not Displayed : 4 GEARBOX.DRW Ba drawing Views\Gearbox_Views Task 1: Add a general view. 1, Place te frst general view + Disable all Datum Display types + lek General GD tromthe Model Views group + Glick OK to accept No Combined State + Selecta location inthe center ofthe drawing, 3s shown 2. Cantigure the view orlntation, +” Select the saved view name BACK fromthe Model View Names lt + Click Apply. 3. Configure the view display. + Select the View Display category + Edit the Display style to No Hidden. + Click OK {Regardless of the current display setting in the environment, the intial display of drawing Views is controlled by the drawing setup option model_display_for_new_views. You can change this if required Task 2: Add projection views. 1. Edit the drawing setup file + Click File > Prepare > Drawing Properties. + Inthe Drawing Properties dialog box, click change in the Detail Options row. + Select the model_display_for_new_views option. + Edit the value to no_hidden. Click Add/Change. + Click OK + Click Close. Module 31 ‘© 2012 PTCPTCuniversity ‘Add the left projection view. + Select the first general view on the drawing. Ensure the view is highlighted + Right-click and select Insert Projection View. + Select a location to the left of the general view, as shown. + Notice how the view display for the new view is now set to no_hidden by default, 3. Add the right projection view. + Select the first general view on the drawing. Ensure the view is highlighted + Right-click and select Insert Projection View. + Select a location to the right of the general View, as shown. 4. Add the top projection view. + Select the first general view on the drawing. Ensure the view is highlighted + Right-click and select Insert Projection View. + Select a location above the general view, as b shown, ezoraPTe ModulPTCuniversity Task 3: ‘Add a scaled view and a pattial view. 1. Place a general view. + Click in the background to ensure no views are selected, + Right-click and select Insert General View. + Select No Combined State and click OK. + Select a location above the right projection view, as shown. 2. Configure the view scale + Select the Scale category + Select the Custom scale option. + Type 0.75 in the Custom scale text box + Click OK as 2) SCALE 0.750 3. Place another general view. + Click in the background to ensure no views are selected, + Right-click and select Insert General View. + Select No Combined State and click OK. + Select a location to the right of the scaled view, as shown. 4 Configure the view orientation and the view scale. + Select the saved view name 3D_BACK from the Model View Names list + Click Apply. + Select the Scale category + Select the Custom scale option. + Type 4.5 in the Custom scale text box + Click Apply. © 2012 PTCPTCuniversity 5. Configure @ partial view + Select the Visible Area category + Select Partial View from the View visibility drop-down list + Select a reference point on the modal geometry, as shown. + Sketch a spline to create a boundary around the reference point + Middle-click to complete sketching the spline + Click OK 5, Save he aig and erase cer basa Tom aT + Click Save E_] rom the Quick Access toolbar. + Gick OK inthe Save Object dialog box + ek Close Crom tne Quick Acces tooo + In the ribbon, click Erase Not Displayed :. trom the Data group. + Cie OK to erase curet oboe rom memory This completes the exercise. ezoraPTe ModulPTCuniversity Exercise 2: Creating Gearbox Cross-Section Views Objectives Atter successfully completing this exercise, you will be able to: + Configure diffrent cross-section views to develop the GEARBOX_FRONT.PRT drawing Scenario Close Window Erase Not Displayed : 4 Ba Drawing_Views\Gearbox_Crose-Section GEARBOX.DRW Task 1: Create cross-section views from existing projection views. 1. Disable all Datum Display types. —— 2. Re-configure an existing projection view. ! + Select the right projection view, as shown. | + Right-click and select Properties. i + Select the Sections category j | | + Select the 2D cross-section option + Click Add Section *. + Select section A from the Name list of cross-sections. + Click OK in the Drawing View dialog box. 3. Add section arrows to the general view. + With the section view stil selected, right-click and select Add Arrows. + Select the general view. + Notice section arrows are added to the general view, as shown. Module 31 ‘© 2012 PTCPTCuniversity 4. Create a second cross-section view. + Select the top projection view, as shown. + Right-click and select Properties. + Select the Sections category + Select the 2D cross-section option + Click Add Section + Select section B from the Name list of cross-sections. + Click OK in the Drawing View dialog box. 5. Add section arrows to the general view. + With the top section view stil selected, Tight-click and select Add Arrows. + Select the general view. + Notice section arrows are added to the general view, as shown. 6. Move the section B-B view name note. + Select the section B-B view note. + Relocate the view note below the section view, as shown. Task 2: Create an auxiliary cross-section view 1. Place an auxiliary view. * Click in the background to ensure no views are selected. + Click Auxiliary - from the Model Views group. + From the model tree, select datum plane DTMB as the front surface in the general view to determine the view orientation. + Select a location above and to the right of the general view, as shown. ezoraPTe ModulPTCuniversity 2. Configure a cross-section view. + With the auxiliary view still selected, right-click and select Properties. + Select the Sections category + Select the 2D cross-section option + Click Add Section *. + Select section C from the Name list of cross-sections. + Click OK from the Drawing View dialog box. Move the section C-C view name note for the auxiliary cross-section. + Select the section C-C view note, as shown. + Relocate the view note below the auxiliary section view, ‘Add section arrows to the general view. + Select the auxiliary section view. Right-click and select Add Arrows. + Select the general view. + Notice section arrows are added to the general view, as shown. Task 3: Create a sectioned detailed view. 1 Configure @ detailed view. + Click in the background to ensure no views are selected, + Click Detailed © tromthe Model Views group + Zoom in to view section A-A. + Select an edge on the model, as shown, to specify the center of the detailed view. + Select points to sketch a spline boundary, as shown. Middle-click when finished, © 2012 PTCPTCuniversity 2. Place the detailed view. + lick Retit [Bl rom the in Graphies toolbar. + Select a location to the left of section B-B, as shown, + Notice a note is added to the parent view. You can edit the detailed view scale. You can with the detailed view. also edit the reference note associated Task 4: Modify the cross-hatching on section A-A. 1. Select the cross-hatching on section A-A, as) shown. 2. Right-click and select Properties. + Click Spacing > Half + Click Angle > 135. Notice the cross-hatching update + Click Done, ezoraPTe Module 3 | PagTask 5: Add a 3D section view. PTCuniversity + Click in the background to de-select any highlighted items. + Right-click and select Insert General View. + Select No Combined State and click OK. + Select a location to the right of section A-A, as shown. 2. Configure the view orientation + Select the saved view name, 3D_SECTION, from the Model View Names list. + Click Apply. 3. Configure the 3D section view. + Select the Sections category + Select the 3D cross-section option + Notice 30_XSEC is the only 3D cross-section available + Ensure the Show X-Hatching check box is. selected. + Click OK 1. Place a general view. “eA 4. Save the drawing and erase current objects from memory. + Click Save EE] trom the Quick Access toolbar. + Click OK in the Save Object dialog box + Click Close (i from the Quick Access toolbar. + Inthe ribbon, click Erase Not Displayed i. # from the Data group. + Click OK to erase current objects from memory This completes the exercise. © 2012 PTCPTCuniversity Module 4 Adding Model Details to Drawings ezoraPTe Module 4 | Page 1PTCuniversity Exercise 1: Adding Dimensions to Drawings Objectives Ate successfully completing this exercise, you will be able to: + Add dimensions to drawing views. + Modi the location of dimensions. + Eait the display of dimensions. + Eait global dimension properties. Scenario You have been assigned to add details tothe clutch shoe drawing. You must also maintain the company drawing standards. You do this by adding model dimensions fo drawing views, modifying the location of dimensions and editing the display of dimensions Close Window] Erase Not Displayed Br brawing_Detals\Dimensions Adding CLUTCH_SHOE_LEFT.ORW Task 1: Add model dimensions to the drawing and move dimensions in the drawing 1. Disable all Datum Display types. 2. Review the layout of views on the drawing, | AR) Ap—* e Module 41 ‘© 2012 PTCPTCuniversity 3. Show dimensions by feature: + Select the Annotate tab from the ribbon. + Click Show Model Annotations ¥from the ea.) AD Annotations group. + Select the feature MAIN_PROTRUSION from F the model tree. Notice the feature geometry a Na — ot highlights on the drawing + Notice the dimensions are shown on the front and projection views. sewn ya + Click Select All ¥= and then click OK in the dialog box. + Click in the background to de-select all highlighted dimensions. 4. Move a dimension to another view. + Select the 46.5 diameter dimension on the Aa) aeene Aa [ = + Right-click and select Move Item to View. + Select the cross-section view. + Notice the dimension has moved to the selected view. sl + Click in the background to de-select all Bt g highlighted dimensions. A {@ Dimensions can also he placed on 3-D views if the drawing setup fle option allow_3d_dimensions is set to yes. ezoraPTe Module 4PTCuniversity 5. Move more dimensions to the cross-section view. + Drag a window across the front view to select, all the dimensions in that view. + Right-click and select Move Item to View. + Select the cross-section view. + Notice the dimensions have moved to the selected view. + Click in the background to de-select all highlighted dimensions. 36.5 en 6. Show dimensions by feature in a selected view. + Click Show Model Annotations from the Annotations group. + Select the feature F6(CUT_1) on detail t view, as shown. yz + Click Select All Y= and then click OK from the dialog box. + Click in the background to de-select all highlighted dimensions. 7. Show more dimensions by feature in a selected view, + Click Show Model Annotations ¥éfrom the Annotations group. + Select the feature F7 (CUT_2) in the detail 2 view, as shown. + Notice model dimensions appear in the selected view. yz + Click Select All ¥= and then click OK in the dialog box. + Click in the background to de-select all highlighted dimensions. jue 41 © 2012 PTCPTCuniversity 8. Rearrange the shown dimensions, + Select each newly shown dimension and move it to a new location using drag handles. + Click in the background to de-select all highlighted dimensions. 9. Continue showing dimensions. + Click Show Model Annotations ¥from the Annotations group. + Right-click where shown and select the feature F11 (SLOT_1) in the detail 1 view ya + Click Select All %— and then click OK from the dialog box. + Click in the background to de-select all highlighted dimensions. Task 2: Manipulate dimensions on the drawing. 1. Move the shown dimensions in the detail 1 view using drag handles. + Select each newly shown dimension and move it to a new location using drag handles. + Click in the background to de-select all highlighted dimensions. ezoraPTe Module 4PTCuniversity 2. Flip arrows on selected dimensions in the detail 1 view. + Press CTRL, select both the linear vertical 2 dimensions, and select both the linear 3 ae FA ‘mena 7 (i) + With all four dimensions selected, right-click. S and select Flip Arrows + Notice the arrows are flipped on the four ee selected aimensions + With all four dimensions sil selected, right-click and select lip Arrows again + Click in the background to de-select all highlighted dimensions. 3. Flip arrows on a diameter dimension’ + Select the 2 diameter dimension, in the detail oy 1 view. + Right-click and select Flip Arrows. + Notice the arrows are updated + Right-click and select Flip Arrows again + Notice the arrows are updated again. + Click in the background to de-select all highlighted dimensions. jue 41 © 2012 PTCPTCuniversity 4. Edit the display of the radius dimension’ + Select the 1 radius dimension, in the detail 1 view. + Right-click and select Flip Arrows. + Notice the arrows are updated + Drag the dimension to a new location, as shown, + Click in the background to de-select all highlighted dimensions. 5. Move and align dimensions in the detail 1 view. + Select the left vertical 2 dimension, + Drag it to a new location, as shown, + Press CTRL and select the vertical 3 dimension. + Right-click and select Align Dimensions. + Notice the dimensions are now aligned. Le ezoraPTe Module #1 Page 7PTCuniversity 6. Change the arrow head style on a dimension. LL + Zoominto the vertical 3 dimension in the detail Z ‘view 4 ! + Cursor aver the top arrow for the dimension and select It ~ + Right-click and select Arrow Style. + Click Filled Dot > Done/Return 1 + Notice the arrow updates, as shown, 3 + Click in the background to de-select all —— highlighted dimensions. | ff - 7. Change the display of the diameter dimension to linear in the detail 1 view. + Select the 2 diameter dimension, in detail view 1 + Right-click and select Show as linear. + Right-click and select Edit Attachment + Rotate the dimension to a new location, as shown, + Click in the background to de-select all highlighted dimensions. © 2012 PTC jue 41PTCuniversity 8. Move the diameter dimension in detail view 1 using drag handles. ei ee + Select the 2 diameter dimension, in the detail y 1 view. + Move the dimension to a new location using drag handles + Click in the background to de-select all highlighted dimensions. 8. Add a jog to a witness line on the diameter dimension in the detail 1 view. D2 + Click Jog ¢"Itrom the Annotations group y + Select the 2 diameter dimension in the detail / 1 view. + Select a location on the right witness line to specify the jog point. + Drag the jog point to a new location, as shown, + Click to locate the new position for the jog point + Middle-click twice to exit creating jogs. hs Task 3: Adjust dimensions in the cross-section view. 1. Clean up dimensions in the cross-section view. + Drag a window to select all the dimensions in the cross-section view, as shown. + Right-click and select Cleanup Dimensions. + In the Clean Dimensions dialog box, type 15 in the Offset text box. + Type 10 in the increment text box. + Ensure the Create Snap Lines check box is selected. + Click Apply. Click Close. + Click in the background to de-select all 7 highlighted dimensions. + Notice the dimensions have been cleaned up and snap lines have been created. ezoraPTe Module #1 Page ©PTCuniversity Task 4: ‘Add a driven dimension and a reference dimension to the cross-section view. {@ fa dimension scheme does not meet required drawing standards you can either edit the dimension scheme or remove unwanted dimensions, and create driven dimensions. 1. Remove a selected diameter dimension on the cross-section view. + Select the 46.5 diameter dimension in the cross-section view, as shown, + Right-click and select Delete + Click in the background to de-select any highlighted dimensions. 2. Move a linear dimension in the cross-section view using drag handles. + Select the 36.5 linear dimension, in the cross-section view. + Move the dimension to a new location using drag handles + Click in the background to de-select any highlighted dimensions. 3. Add a driven radius dimension to the cross-section view. + Select Dimension - New References 4 from the Dimension types drop-down menu in the Annotations group. + Select the curved edge on the modal, as shown, ‘+ Middle-click to place the dimension on the drawing. + Click Return, + Click in the background to de-select any highlighted dimensions. jue 41 0 © 2012 PTC+ Select Reference Dimension - New References ' from the Reference Dimension types drop-down menu in the Zi 4. Add a reference dimension. a PTCuniversity Annotations group. + Select the vertical edge of the model, as shown, + Select the curved edge on the model, as ee Mimo paner shown, ‘+ Middle-click to place the dimension on the drawing. + When prompted click Tangent to dimension With respect to the tangent edge of the arc. + Click Return, + Click in the background to de-select any highlighted dimensions. Task 5: Edit a dimension to display in symbolic form. 1. Edit the dimension text display for a dimension, + Select the 36.5 linear dimension in the 7 cross-section view, as shown, Right-click and select Properties, Select the Display tab, + Edit @D to @S. Select the Properties tab. + Type SHOE_WIDTH in the Name text box + Click OK : Click in the background to de-select any highlighted dimensions. Ft Hoe [@ You can eait the dimension back soit displays the numeric form by changing @S to @D. This can be done at anytime. ezoraPTePTCuniversity Task 6: Globally change the display of dimensions on the drawing, 1 Edit the drawing setup file + Click File > Prepare > Drawing Properties = Inthe Detail Options section, click change in the Detail Options row. + Click Find and type lead _trail_zeros in the type keyword box + Click Find Now. + Select the lead_trail_zeros option. + Edit the Set value to std_english using the drop-down box + Click Add/Change. Click Close + Click OK. Click Close. + Inthe ribbon, select the Review tab. + Click Update Sheets [from the Update group. + Notice traling zeros are displayed after the decimal place on all applicable dimensions. ‘Save the drawing and erase current objects from memory + Click Save El from the Quick Access toolbar. + Click OK from the Save Object dialog box + Click Close (4 from the Quick Access toolbar. HOE MIO TH + Inthe ribbon, click Erase Not Displayed i. # from the Data group. + Click OK to erase current objects from memory This completes the exercise © 2012 PTCPTCuniversity Module 5 Adding Notes to Drawings ezoraPTe Module 5| Page 1PTCuniversity Exercise 1: Creating Notes in Drawings Objectives Atte successfully completing this exercise, you will be able to: + Add model notes to a drawing + Create new notes in a drawing + Esit notes in a drawing, + Use data from tex files in notes. + Create parametric notes in a drawing + Edit the display of nates. + Associate notes with model views and dimensions. Scenario You need to add notes and other model information to the fuel tank drawing. You want to use as much parametric information from the design model as possible, so that the drawing is updated with the design model. Close Window] Erase Not Displayed a Drawing _DetailsiNotes_ Creating FUEL_TANKDRW Task 1: Show a 3-D note from the design model in the drawing. 1. Disable all Datum Display types. 2. Inthe ribbon, select the Annotate tab, 3. Click Show Model Annotations $4 from the Annotations group, 4. Select the general view, as shown, 5. Select the Note Tab 4 in the Show Model Annotations dialog box. 6. Select the Show check box 7. Notice a 3-D model note appears in the selected view. 8. Click OK. 9. Select the MOUNTING HOLES note, 10. Drag the note to a new location, as shown. 11. Click in the background to de-select any items. Module STP ‘© 2012 PTCPTCuniversity Task 2: Create a note in a drawing. Click Note 4: from the Annotations group. Ensure No Leader, Enter, Horizontal Standard and Default are selected. Click Make Note. Select a location on the left side of the drawing, as shown ‘Type STRICTLY CONFIDENTIAL, Press ENTER twice. 6 Click Done/Return, Clk inne ackaround to deste any seu cvs Task 3: Edit the text style of the note. 1 3 4 6 6 7. 8 8 0. 4 Select the strictly confidential note, as shown Right-click and select Properties FETRICTLY CONFIOENTI Al Select the Text Style tab. te Clear the Default check box for the font Eat the font to filed. lear the Default check box for the Height In the Height text box, type 8 Select the Underline check box. In the Slant Angle text box, type 5 Click OK. Click in the background to de-select any highlighted items. ‘STRICTLY CONFIDENTIAL You can save and apply text styles to selected text. You can do this when initially creating notes or when editing notes. Task 4: Insert a text note by retrieving a text file Click Note 4: from the Annotations group. STRICTLY CONFIDENTIAL Ensure No Leader, File, Horizontal, Standard, and Default are selected. 5 3. Click Make Note. 4. Select a location for the note below the strictly ‘STRICTLY CONPENTIAL confidential note. In the Open dialog box, select QUOTATION ahaa Meck eiaa tae STAMP.TXT and click Open hit deaviag 16 being celense 6. Notice a new note appears. 7. Click Done/Return, 8. Click in the background to de-select highlighted. items, ezoraPTe Module 5Task 5: Edit and format the note created from the file. PTCuniversity 1. Re-size the text box of the note. + Select the previously created note from the file + Cursor over the right side of the text box. + Drag the text box to the left + Notice the text wraps inside the text box, and the number of lines in the note increases. + Re-size the text box, as shown. STRICTLY CONFIDENTIAL Five dranieg is Pe vote vrei ‘hit droning 19 being relenss 2, Edit the text in the note. + With the note stil selected, right-click and select Properties. + Edit the note, as shown, + Click OK + Click in the background to de-select highlighted items. Note Properties Text | To sie [ris cowngiene coe ope Mi dardlass eee feats ghd shal We Htpatdaae of 0 Task 6: — Move notes to a new location 1. Drag a window to select both notes 2. Drag the notes into the lower-left comer of the drawing, as shown. + Click in the background to de-select highlighted items. ‘STRICTLY COMFDENTIL. iule 51 P © 2012 PTCPTCuniversity Task7: Create a note with a leader. 1. Click Note 4: from the Annotations group. laa IE Le Ensure With Leader. Enter, Horizontal, Standard and Default are selected. 3. Click Make Note. 4. Click On Entity and Double Arrow. 5. Select an edge on the hole shown in the general view, 6. Click Done. 7. Select a location for the note to the left of the general view. 8. Select the Diameter symbol from the Text B in fl f ‘Symbol palette Abe 9. Type 4.0 AIR TRAP VENT HOLE 10. Press ENTER twice. 11. Notice the note displays the diameter symbol before the typed text. 12. Click Done/Return, 13. Click in the background to de-select highlighted items, (@ Youcan edit the double arrow leader by selecting the leader, right-clicking and selecting Edit Attachment. Task 8: Insert a jog in the note leader. 1. Select the leader of the note created in the previous task Right-click and select Insert Jog. Select a location on the leader line to specify the jog point 4. Drag the jog point to a new location, as shown, 5. Click to locate the new position for the jog point. 6. Middle-click to stop creating jogs. {B _Youcan delete jogs by selecting them, right-clicking, and selecting Delete. Task 9: Edit the note appearance and modify the leader posttion 1. Re-size the text box of the note. Se i + Ensure the previously jogged note is still ewe sei ult i selected. 5 + Cursor over the left side of the text box. + Drag the text box to the right to create a two line note, as shown, ezoraPTe Module 5PTCuniversity 2 Greate boxes around the note and change the leader postion + Ensure the previously jogged note is stil selected. + Right-click and select Properties. + Type @f at the beginning of the first ine. + Type @0 (letter not number), atthe beginning of the second line + Type @] at the end of the second line. + Click OK + Notice each line of the note is now enclosed by a box, and the leader is now attached to the second line of the note. + Ifnecessary, re-size the text box as shown, + Click in the background to de-select highlighted items, Te Proper Test Test Se feiss oan rose [eovarvouser DAOAIR TRAP Ht VENT HOLE if Task 10: Insert a parametric note for the thread on the spout. 1. Zoom in to view Detail 1 2. Click Note 4: from the Annotations group. 3 Ensure No Leader, Enter, Horizontal Standard and Default are’selected. Click Make Note. Select a location below the detail view. Notice the dimensions switch to symbolic values. ‘Type RIGHT HANDED THREAD. Press ENTER once. ‘Type PITCH = &d133, 10. Press ENTER once 11. Type HEIGHT = &d136, 12. Press ENTER twice. 13. Notice the pitch and height dimensions have been removed from the view, and the note reflects these values. 14. Click Done/Return, 165. Click in the background to de-select highlighted items, 4 6 6 7. 8 8 SCALE 2.000 DETAIL | SCALE 2.000 RIGHT HANDED THREAD PITCH = 4 HEIGHT Module S| Page 6 © 2012 PTCTask 11: Group a note with a view. PTCuniversity ‘Select the note created in the previous task. Select Relate to View ts in the Group group. Select view DETAIL 1 Ensure that the note is related to the view. Select view DETAIL 1 again. If necessary, right-click and select Lock View Movement to enable view movement. Move the view to a new location, as shown. 8. Notice the note has moved with the view. R SCALE 2.000 RIGHT HANDED THREAD PITCH = 4 HEIGHT = 2 Task 12: Group a note with a dimension, 1. Insert a note next to a dimension, + Zoom in to the section y-y view. + Click Note : from the Annotations group. + Ensure No Leader, Enter, Vertical, Standard and Default are selected + Click Make Note. + Select a location for the note next to the vertical 59 dimension, as shown. + Type OVERALL HEIGHT + Press ENTER twice + Click DoneReturn S a Relate the note to the dimension. + With the note stil selected, select Relate to Object #$"!in the Group group. + Select the vertical 59 dimension. + Drag the §9 dimension to a new location, as shown, + Notice the note moves with the dimension + Click in the background to de-select highlighted items. & 59 OVERALL HEIGHT ezoraPTe Module 5PTCuniversity 3. Save the drawing and erase all objects from memory. + Click Save EE] trom the Quick Access toolbar. + Click OK in the Save Object dialog box + Click Close (i from the Quick Access toolbar. + Inthe ribbon, click Erase Not Displayed i. # from the Data group. + Click OK to erase all objects from memory. This completes the exercise Wodule 5| Page 8 © 2012 PTCPTCuniversity Module 6 Adding Tolerance Information ezoraPTe Module 6 | Page 1PTCuniversity Exercise 1: Configuring Dimensional Tolerances in the Piston Objectives Atte successfully completing this exercise, you will be able to: + Configure dimensional tolerances in a model. + Configure dimensional tolerances in a drawing + Control the display of dimensional tolerances. Scenario You have been assigned the task of adding dimensional tolerances to the piston drawing Close Window Erase Not Displayed . Be Drawing Detals\Dimensions Tolerances. CI PISTONPRT Task 1: Add tolerances to dimensions in the design model 1. Disable all Datum Display types. 2. Display tolerances in the model XXHO4 + Click File > Options. end om + In the Creo Parametric Options dialog box, sna select the Entity Display category. + Select the Show dimension tolerances check box + Click OK + Click NO in the Creo Parametric Options dialog box. + Notice that the default ANS! tolerance values appear in a table at the bottom of the graphics window. 3. Add a plus-minus tolerance in the model + Select the EXTRUDE_1 feature in the model tree. Right-click and select Edit + Select the 30.5 diameter dimension + Right-click and select Properties. + Edit the Tolerance mode to Plus-Minus. + Type 0.00 in the Upper tolerance text box. + Type -0.02 in the Lower tolerance text box. + Click OK + Notice the updated dimensional tolerance now appears. jule 61 P ‘© 2012 PTCPTCuniversity 4. Add a limits tolerance in the model — + With the model dimensions stil displayed, ‘ae i select the 14.0 linear dimension rene — + Right-click and select Properties. oo + Edit the Tolerance mode to Limits. + Click OK + Notice the updated dimensional tolerance now appears. ii wor} 13.93 6. Add another limits tolerance in the model a + With the model dimensions stil displayed, ‘ree i select the 16.0 linear dimension sot a —— owe [a = + Right-click and select Properties. + Edit the Tolerance mode to Limits. + Type 15.98 in the Lower limit text box. + Click OK - + Notice the updated limits dimension + Click Regenerate {2 from the Quick Access 1601 toolbar. 15.98 [twas necessary to regenerate the model because changing the lower tolerance value had changed the nominal value ezoraPTe Module 6 | Page 3PTCuniversity Task 2: ‘Show dimension tolerances in the drawing, 1. Display tolerances in a drawing + Click Open lai from the Quick Access toolbar. + Select PISTON.DRW and click Open. + Notice that tolerances are nat displayed in the drawing + Click File > Prepare > Drawing Properties. + Inthe Drawing Properties dialog box, click change in the Detail Options row. + Typetol_display in the Option text box. + Select Yes for the value. + Click Add/Change. Click OK. + Click Close + Glick Repaint [trom the in Graphics toolbar. (Tolerance display in drawings Is controlled through the drawing setup option tol_display, not the Environment option. 2. Edit a tolerance in the drawing. + Select the Annotate tab in the ribbon. \ + Select the 30.5 diameter dimension + Right-click and select Properties. + Type 0.01 in the Upper tolerance text box. + Click OK + Note, you can edit dimensional tolerances in both models and drawings. (@ Youcan edit tolerance values directly in the drawing, Select a tolerance value, right-click, and select Edit Value. Task 3: Add a tolerance to a dimension in the drawing, 1. Zoom into the Section A-A view. , hy 2. Add a tolerance to a hole feature dimension, We *"Selet he dameter dimension —.__—. + Right-click and select Properties. paid lo + Edit the Tolerance mode to Plus-Minus. joc} + Clear the Default check box. nia a + Type 3 in the Decimal Places text box \ + Type +0,010 in the Upper tolerance text box. + Type -0.008 in the Lower tolerance text box. + Click OK © 2012 PTCPTCuniversity Task 4: Configure ISO tolerances in a model and a drawing, 1. Change the tolerance standard in the model to ISO. + Click Windows EF from the Quick Access toolbar and select PISTON.PRT. + Click File > Prepare > Model Properties. + Inthe Features and Geometty section, click change in the Tolerance row. + Click Standard > ISO/DIN. + Click Yes to regenerate the model Change the tolerance class. + Click Model Class > FINE. Click Yes to regenerate the model. 3. Add tolerance tables to the model + Click Tol Tables > Retrieve. + Select HOLE_G.TTL, and click Open + Click Yes to regenerate the model + Click Tol Tables > Retrieve. + Select SHAFT_D.TTL, and click Open + Click Yes to regenerate the model + Click DonemReturn + Click Close in the Model Properties dialog box. “Activate the drawing. + Click Windows 25 from the Quick Access toolbar and select PISTON.DRW. + Notice the dimensional tolerance values have changed because the model is now controlled by ISO tolerance tables + Observe the dimensional tolerances on the 8 diameter dimension in view Section A-A. 5. Apply the shaft tolerance table to a shatt = diameter. = + Select the 30.5 diameter dimension inthe top = view : + Right-click and select Properties, + Ed the Tolerance table to Shaft 30.5 a (898) + Select 6 rom the Table name drop-down list + Click Ox + Notice the tolerance values are now taken from the shaft tolerance table. ezoraPTe Module 61 PagePTCuniversity 6. Apply the hole tolerance table to the a diameter. Select the 8 hole diameter dimension in view Section A-A, Right-click and select Properties, Edit the Tolerance table to Hole. Select 4 from the Table name drop-down list ‘Type 3 in the Dacimal Places text box. Click OK 58 ga( 10.909) 8 64( i000 } 7. Save the drawing and erase current objects from memory. Click Save El from the Quick Access toolbar. Click OK in the Save Object dialog box. Click Close (5 from the Quick Access toolbar. In the ribbon, click Erase Not Displayed ..4 from the Data group. Click OK to erase all objects from memory This completes the exercise © 2012 PTCPTCuniversity Exercise 2: Creating and Editing Geometric Tolerances Objectives Atte successfully completing this exercise, you will be able to: + Create geometric tolerances in drawings. + Edit geometric tolerances in drawings. + Create basic dimensions. + Create reference datums, + Create inspection dimensions. Scenario You need to add geometrical tolerances to the engine block drawing. This information enables correct manufacture and inspection of the component. Close Window] Erase Not Displayed # Ba Drawing_DetallsGtol_Creating-Eating ENG_BLOCK FRONT.DRW Task 1: Configure a basic dimension and an inspection dimension 1. Disable all Datum Display types. 2. Configure a basic dimension. n + Right-click and select Properties. + Select the Display tab, + Select the Basic option. + Click OK + Click in the background to de-select all items. + Notice the dimension is now displayed in a feature control frame. 3. Configure an inspection dimension — + Zoom in to the Section A-A view on the drawing. + Select the 66 diameter dimension in the view. + Right-click and select Properties. + Select the Display tab, + Select the Inspection option. + Click OK b + Click in the background to de-select all items. + Notice the dimension is now displayed as an inspection dimension. Ge) 20 gi I ezoraPTe ModulPTCuniversity Task 2: Create reference datums in the drawing. 1. Create a reference datum plane. + Select Model Datum Plane £7 from the Model Datum types drop-down menu in the Annotations group. + Type A in the Name text box + Click Set Datum plane appearance. + Click On Surface in the Definition area + Select the front surface of the model in the front view, as shown, + Click OK + Notice the reference datum plane is displayed in the four projected views, including the top view. “Ito specity the datum 2. Move the set datum plane in the top view. + Select the set datum plane A in the top view. + Drag it to a new location, as shown, 3. Create a reference datum axis. + Select Model Datum Axis /“ from the Model Datum types drop-down menu in the Annotations group. + Type B in the Name text box + click Set Axis [A=]to specity the datum axis appearance + Click Define in the Detintion area + Click Thru Cy1 in the Datum Axis menu. + Select the revolved surface of the model in the general view, as shown. + Click OK + Notice the reference datum axis is displayed in all drawing views. 4. Configure the display of datum axis B in the drawing + Press CTRL and select the set datum axis B in the two 3-D views, as shown. + Right-click and select Erase. + Click in the background to de-select alltems. + Click Repaint [Zltrom the in Graphies toolbar. + Notice the two selected datum axes no longer appear. Module 6 [Page 8 ‘© 2012 PTCPTCuniversity 5. Move the set datum axisin the Section A-A view. + Select the set datum axisB in the Section A-A view. + Drag it to a new location, as shown, _—— d oy Mer component. Task 3: Create a geometric tolerance for parallelism between the front and rear surfaces of the 1. Start creating the geometric tolerance for parallelism. + Click Geometric Tolerance 2 from the Annotations group. + Inthe Geometric Tolerance dialog box, select the Parallelism /# tolerance option. + For the Reference Type, select Surface from the drop-down list. + Select the rear model surface in the top view, as shown. + For the Placement Type, select With Leader from the drop-down list + Click On Entity > Arrow Head. + Select the edge in the top view, as shown. + Click Done. + Select a location for the tolerance above and to the left of the top view, as shown. 2. Configure the Datum Refs tab. + Select the Datum Refs tab. + Select A from the Basic drop-down list. + Notice RES (no symbol) is configured for the material condition conpond ree 3. Configure the Tol Value tab) + Select the Tol Value tab. + Type 0.002 in the Overall Tolerance text box. Y onattonace [al ezoraPTe Module 6 | PaPTCuniversity 4 Configure the Symbols tab and complete the configuration of the geometric tolerance. + Select the Symbols tab. ASUEY 41 Se ‘syrtoe ors + Select he Statistical Tolerance check box Bf DS re + Glick OK to complete the coniguation a © Toe Pare Task Create a geometric tolerance for concentticity on a cylindrical surface. 1. Start creating the geometric tolerance for concentrcity + Click Geometric Tolerance EB trom the Annotations group. + Inthe Geometric Tolerance dialog box, select the Concentricity © tolerance option + Forthe Reference Type, select Surface from the drop-down list. + Select the cut surface in the front view, as shown, + For the Placement Type, select With Leader from the drop-down list + Ifnecessary, click On Entity > Arrow Head + Select the cut edge, in the Section A-A view, as shown + Click Done + Select a location for the tolerance above and to the left ofthe Section A-A view, as shown, [Dp _Nalice the placed geometric tolerance has retained some options from the previoush created parallelism geometric tolerance, These options update as you continue the configuration 2. Configure the Datum Refs tab. + Select the Datum Refs tab, eres + Select B from the Basic drop-down list. Pr | esd Try + Notice RES (no symbol) is configured for the material condition 3. Configure the Tol Value tab) = + Select the Tol Value tab. as + Type 0.001 in the Overall Tolerance text box. © 2012 PTCPTCuniversity 4 Configure the Symbols tab and complete the configuration of the geometric tolerance, + Select the Symbols tab. Asi + Clear the Statistical Tolerance check box. Qe + Select the Diameter Symbol and Free State = check boxes. atau + Click OK to complete the configuration © Tce Pon + Click in the background to de-select all items. mbals one oss Task 5: Edit the parallelism geometric tolerance in the drawing. Select the parallelism geometric tolerance, in the eatin nan Ta 2. Right-click and select Properties. es 2 Solel he Tol Vaua tab, Te 4 Slee MMC fom tha Wsterial Condon a gacciuane Se 5. Click OK to complete the configuration {@ Youcan modify geometric tolerances after you place them on a drawing @. Save the drawing and ease curen oboe rm mammary. + Glick Save El trom the Quick Access toobar. + Glek OK inthe Save Object aialog box + Glek Close Ci tram the Quick Access toobar + Glick OK to erase al objects trom memory This completes the exercise ezoraPTe ModulPTCuniversity fodule 6 © 2012 PTCPTCuniversity Module 7 Adding Draft Geometry and Symbols ezoraPTe Module 7 | Page 1PTCuniversity Exercise 1: Adding Draft Geometry to a Drawing Objectives After successfully completing this exercise, you will be able to: + Import 2-D drawing data into a drawing + Create draft geometry in a drawing. + Esit dratt geometry in a drawing, + Use existing draft geometry when creating draft entities Scenario You have been assigned the task of making minor edits to a drawing. This involves adding draft geometry to 2 drawing and editing the draft geometry, Close Window Erase Not Displayed : 4 RIGGER_DRAFTED.DRW a Drawing_Detalls\Oratt_Geometry Task 1: Import 2-D drawing data into a drawing, 1 Disable all Datum Display types. Click the Insert group drop-down menu and select Import Drawing/Data [] Click Working Directory 4. Select TRIGGER_DRAWING.IGS. Click Open + Select the No Views option. + Select the Automatically Associate Dimensions check box + Clear all other check box selections. + Click OK Notice drawing data is imported into the drawing. | ow fa Module 71 Pa ‘© 2012 PTCTask 2: Temporarily hide drawing dimensions, PTCuniversity 1 3 In the ribbon, select the Annotate tab, Select Dimension from the Selection Filter drop-down list in the Status bar. Drag a window to select all dimensions in the drawing + Right-click and select Erase. + Click in the background to de-select any items. + Notice all dimensions ate no longer displayed. Select General from the Selection Filter drop-down list in the Status bar. 9 Task 3: Create 2-D draft geometry in the front view. Zoom in to the front view in the drawing, In the ribbon, select the Sketch tab. Create a drafted line in the front view. * Click Line \ from the Sketching group. + Click Select References Pt in the Snapping References dialog box + Select the horizontal axis line, as shown. + Middle-click in the background, + Start sketching a line from the selected vertex Drag the end point of the line to a new location, as shown. + Right-click and select Angle. + Type 45 in the Angle text box, and press ENTER + Notice the line now extends along an angle of 45 degrees to the horizontal ezoraPTePTCuniversity 4 Complete sketching the line + Click to locate the line endpoint at approximately the position shown. 5. Create a second line perpendicular and equal in length to the previous line. + Start sketching a line from the selected reference vertex. + Drag the end point of the line until the line is perpendicular and equal in length to the previous line, 28 shown. + Click to locate the line endpoint at this position 6. Middle-click to complete sketching lines. + Click in the background to de-select any highlighted items. 7. Create an arc offset from existing geometry + Inthe Sketching group, select Offset Edge from the Edge types drop-down menu + Select the arc, as shown. + Type 2 as the offset value, and press ENTER ile 71P © 2012 PTCPTCuniversity 8. Complete creating arc geometry + Middle-click twice to stop creating ares. + Click in the background to de-select any highlighted items. + Inthe ribbon, select the Review tab. + Click Update Draft 4% trom the Update group to regenerate draft entities. Task 4: Trim the drafted entities. 1. Trim the lines in the front view using the larger arc as a boundary. + In the ribbon, select the Sketch tab. + Click Bound ~|-from the Trim group. + Select the are as the boundary. + Select the first drafted line at the location shown, + Notice the selected line is trimmed. ‘+ Select the second drafted line at the location shown, + Notice the second selected line is also trimmed. Middle-click to complete trimming, ezoraPTePTCuniversity Trim the lines in the front view using the smaller arc as a boundary. + Click Bound ~|-from the Trim group. + Select the are shown as the boundary. + Select the first drafted line at the location shown, + Notice the selected line is trimmed. ‘+ Select the second drafted line at the location shown, + Notice the second selected line is also trimmed. Middle-click to complete trimming, Moauie 71 ‘© 2012 PTCPTCuniversity 3. Trim one end of the are + Click Bound ~|-from the Trim group. + Select the line shown as the boundary. + Select the arc at the location shown. + Middle-click to complete trimming, 4, Trim the other end of the arc. + Click Bound -|-from the Trim group. + Select the line shown as the boundary. + Select the arc at the location shown. + Middle-click to complete trimming, ezoraPTePTCuniversity Task 5: Create projected detail in the side view. 1. Create references in the front view for the projected lines. + Click Line \ from the Sketching group. + Click Select References Pt in the Snapping References dialog box + Select the horizontal axis line in the front view, as shown. + Select the sketched arc in the front view, as shown, + Middle-click in the background, 2. Create two horizontal lines to represent projected datail in the side view. + Sketch a horizontal line starting at the upper endpoint of the are and finishing to the right of the side view, as shown, + Sketch a second horizontal line starting at the lower endpoint of the arc and finishing to the Tight of the side view, as shown, + Middle-click to complete sketching. i \\ c i ®)) W rr © 2012 PTCPTCuniversity 3. Create two vertical lines offset from the : centerline in the side view. + Select Offset Edge LO trom the Edge types drop-down menu, + Select the vertical centerline, as shown, + Type 3.5 as the offset value, and press ENTER + Select the same vertical centerline + Type -3.5 as the offset value, and press rP ENTER + Middle-click twice to complete offsetting. + Click in the background to de-select any highlighted items. ezoraPTe Module 7Trim the drafted lines in the side view. Task 6: PTCuniversity 1. Divide the lines in the side view. + Click Divide at Intersection -|-from the Trim group. + Consecutively select the vertical and horizontal lines in each comer of the drafted rectangle, as shown. + Middle-click to complete dividing, 2. Delete the unwanted lines. + Press CTRL and select the eight unwanted lines, as shown, + Right-click and select Delete © 2012 PTCTask 7: PTCuniversity Create projected details in the section view. 1 First mirror drafted entities in the front view. + Click Mirror PY from the Edit group. + Drag a window and select the three drafted entities in the front view, as shown. + Click OK + Select the vertical centerline to mirror about + Notice that mirrored geometry is created, = Move the mirrored drafted entities to the section view. + Click Translate ¢ trom the Edit group. + Drag a window and select the mirrored drafted entities in the front view, as shown. + Middle-click to complete selecting, + Inthe Select Point dialog box, click Vertex T + Click in the Vertex collector to activate tt + Select the circle as the reference in the front view, as shown and click OK. + Panto the section view. + Select the circle as the reference in the section view, as shown and click OK. + Notice that the mirrored entities have been moved to the section view. wy Wok \ NS LX RN Save the drawing and erase all objects from memory. + Click Save El from the Quick Access toolbar. + Click OK in the Save Object dialog box. + Click Close (i from the Quick Access toolbar. + Inthe ribbon, click Erase Not Displayed i. # from the Data group. Click OK to erase all objects from memory This completes the exercise ezoraPTe Module 7 1:PTCuniversity Exercise 2: Creating and Using Generic Symbols Objectives Atte successfully completing this exercise, you will be able to: + Create generic symbols. + Place instances of generic symbols. Scenario You have been tasked with creating a generic symbol which wil form part of a symbol library. After you have created the symbol, you need to ensure that it is working correct by placing symbols on 2drawing. Close Window] Erase Not Displayed GROUPS.DRW ‘a Drawing_Dstais\Symbols_ Generic Task 1: Create a symbol and configure symbol groups. 7. Disable all Datum Display pes. 2. Create a new symbol + Inthe ribbon, select the Annotate tab. + Select Symbol Gallery “ta rom the Symbol types drop-down menu in the Annotations group. + Click Detine + Type Gen_Sym as the name and press ENTER + Notice that the symbol editing window opens with options to create draft geometry 3. Copy draft geometry from the drawing + Click Copy Drawing + Drag a window to select allthe draft geometry from the drawing, as shown. + Click OK + Notice that the selected geometry is copied into the symbol edt window. 4 Greate two symbol groups. + Click Groups > Create + Type SQUARE as the name of the group, and piess ENTER S + Press CTRL, and select the note and all the geometry except the circle, as shown + Click OK. + Glick Groups > Create + Type CIRCLE as the name of the group, and press ENTER + Press CTRL and select the note and all the geometry except the square, as shown, + Click OK. © 2012 PTCPTCuniversity Task 2: Create subgroups in the defined groups. 1. Edit the level of group to Square. + Click Change Level > Square > This Level + Notice the change in the appearance of the \no\ symbol, as shown 2, Create subgroups of the Square + Click Create + Type LEFT_ARROW athe name of the \no\ afoup, and-press ENTER. + Press CTRL, and select the note, the left arrow, and the square geometry, 28 shown, + Click OK t—H\ not + Click Create re + Type RIGHT_ARROW as the name of the afoup, and press ENTER + Press CTRL, and select the nate, the right arrow, and the square geometry, 28 shown, + Click OK. 3. Define group attributes. + Click Group Attr > Exclusive + Note exclusive attributes only enable you to place one instance of the square subgroup at atime 4, Edt the level of group to Circle - + Click Change Level > Up... > Circle > This / Level oes Ve ca ee + Notice the change in the appearance ofthe 5 symbol, 2 shown, 5. Create subgroups of the Cirle a + Click Create + Type LEFT_ARROW as the name of the afoup, and press ENTER. + Press CTRL, and select the note, the left arrow, and the circle geometry, as shown + Click OK. + Click Create + Type RIGHT_ARROW as the name of the afoup, and press ENTER + Press CTRL, and select the nate, the right arrow, and the circle geometry, as shown + Click OK. 6. Detine group attributes. + Click Group Attr > Independent + Note independent attributes enable you to dispiay the cirle with a left arrow, rightarrow, or both arrows. ezoraPTePTCuniversity 7. Eat the Tvel of group tothe top level + ick Change Level > Up..> This Level + Notice the change inthe appearance ofthe symbol, as shown, 8. Detine group atrbutes, + Click Group Altr > Exclusive + Note exclusive attributes enable you to place either the square o ccle, but not both © Open the Symbol Atrbutes dialog box + Click DonemReturn > Done Y + Notice thatthe Symbol Denton Attributes 41 mo\ dialog bor appears 10. Configure the symbol atibutes. + Select the Free check box + Inthe Select Point dialog box, click Vertex ~ 1 - + Glickin the Vertex coletor to activate it + Select the circle geometry in the symbol, as shown, + Click OK in the Select Point dialog box. + For the symbol height, select the Variable - smn ee Text Related option, = + Setet the tod inthe symbol * Select the Var Text tb + Type tin the Preset values fr: no text box Ti. Complete the symbol configuration and save te abl + Olek OK inthe Symbol Definition Atbutes dialog box. + SelectDone rom the Symbol Edt menu * Click Symbol Dir. + Click Working Directory E&. * Click Open + Select Wit rom the Sym Gallery menu + PressENTER to accent the default path for storing symbols + SelectDone rom the Sym Gallery menu + Olck Close tom the Quick Access toolbar Task 3: Place symbol instances on a drawing, 1. Open a drawing, + Click Open far from the Quick Access toolbar. + Select SYMBOL_PLACEMENT.DRW. + Click Open. © 2012 PTC