Tutorial – 3D Max (for beginners)

PART I

The Interface

Introduction

This tutorial gives a brief explanation of the MAX interface items commonly
used and introduces you to the important areas of the interface. Explanations

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of how to use certain tools and how they fit into the workflow is the subject of
subsequent Key Fundamentals

Download Sample Data

In order to follow this tutorial, you may want to use the supplied files. Please
read the sample data instructions before downloading.

How to download and use sample data

To place all tutorial files and maps (images) into a handy place for you to access them
quickly and for MAX or VIZ to use the data (to 'see' the maps) without problem, do the
following:

1. Create a folder on your system called 'KF Tutorials' (KF is short for 'Key
Fundamentals')

2. Within this folder create two sub-folders called 'Files' and 'Maps'

3. Download and unzip '[tutorial number]_files.zip' to the 'Files' folder

4. Download and unzip '[module number]_maps.zip' to the 'Maps' folder,

overwriting any existing maps with the same name. Note: this needs to be done only
once for each module as all the maps for all tutorials in one module are contained within
the zip file

5. Open MAX or VIZ and go to Customize > Configure User Paths > External
Files tab

6. Press Add and navigate to the KF Tutorials / Maps folder

7. Press Use Path. This will make sure that when you open tutorial scenes any image
maps will display in the viewports

8. On the Files I/O tab select Import from the list on the left and then press Modify

9. Navigate to 'KF Tutorials / Files' folder and press Use Path

10. On the Files I/O tab select Scenes from the list on the left and then press Modify

11. Navigate to 'KF Tutorials / Files' folder and press Use Path. The last two steps
will configure MAX/VIZ to look in your 'Files' folder when opening scenes or importing
drawing data

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12. Finally, press Ok to exit the Configure User Paths dialog

Note: Scene files have been created in Max 8 / VIZ 2007. When opening a scene
in a more recent version of MAX/VIZ an 'Obsolete File' warning will pop up
when opening the scene. Press Ok and do not save the file to your training folder
when the tutorial is completed. To save the file you are working on 'Save As' in
a different location. This will keep the original files unaltered for future use

kf101_files.zip (16kb)

The Menu Bar

The menu bar is a good place to start exploring the functionality of MAX / VIZ.
Other commands are accessed elsewhere, either on the toolbars, command
panel, quad menus or via keyboard shortcuts. Key Fundamentals covers the
following menus as an introduction to the MAX / VIZ interface (shaded items)

The Main Toolbar

Explore the following commonly used items on the Menu Bar:

Undo / Redo

• Use these buttons to undo or redo. The amount of undos can be

changed on the General Tab of the Preferences dialog

• Right click over the undo button to display a list of recent operations.
The point at which the user wants to undo from can be selected. This
also works for redo's

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Selection Tools

• Place your cursor over the icons to reveal tool tips and press:

• Select Object the button turns orange and objects can then be
selected by left clicking over the object in a viewport

• Select by Name opens the Select Objects dialog where objects can
be selected in many ways

• Region Option buttons Press and hold to reveal a sub-menu of

different region select modes

• Selection Filter - dropdown filter list to restrict selectable objects by

type

• Window / Crossing toggle button toggles between crossing and

window regions

These tools are further explained in Working with Objects

Transform Tools

• Place your cursor over the first three icons to reveal tool tips:

Select and Move

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Select and Rotate

Select and Scale

• Press Select and Move - notice the button turns orange. These are
modal buttons. When in the Select and Move mode (button is orange)
objects can be transformed by moving. If the button is not highlighted
objects cannot be moved. The same applies to Select
and Rotate and Select and Scale

• With the button in Select and Move mode (button is orange) right click
over the button. This displays the Move Transform Type-in floater

This 'floater' is used to accurately move objects by typing values for X,Y,Z

• With the floater still displayed press Select and Rotate and Select and
Scale Note that the Transform Type-in dialog changes to suit. Close
the Transform Type-in floater by clicking on the X at the top right of the
window

• Press the Reference Coordinate System list down arrow - this allows
you to transform objects using different coordinate reference systems.
The View option is the most used for landscape work, using the
viewports to transform objects Up and Down (Left or Front viewports for
example) or Left and Right (Top viewport). However, the Local option
is sometimes used when modeling objects

Transform tools are further explained in 'KV02 Working with Objects'

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Snap Tools

• Place the cursor over the icons to reveal tool tips:

3D Snap Toggle

Angle Snap Toggle

Percentage Snap Toggle Spinner Snap Toggle

• Right click over any of the first three buttons to display the Grid and
Snap Settings dialog This is where you change snap settings for
snapping to different parts of an object or grid

• Right click over the Spinner Snap Toggle. This opens

the Preferences dialog to change spinner snap settings

Snap tools are further explained in 'Working with Objects'

Named Selection Sets

This is where you can name 'Selection Sets' for selecting multiple objects
using the list. They are further explained in 'KV02 Working with Objects'

Layer Manager

The Layer Manager organizes and manages layers imported directly from
AutoCAD and can be used in conjunction with other object management

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tools. It is not covered in depth in Key Fundamentals but should be studied
later

Materials and Rendering

• Place your cursor over the icons and list box to reveal tool tips:

Material Editor - opens the Material Editor dialog;

Render Scene - opens the Render Scene dialog;

Render type - options for rendering. 'View' and 'Region' are the most used;

Quick Render - renders the active viewport with the current render settings.

These features are further explained in 'KV04 Lighting, Materials and

Production'

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Viewports

The viewports enable you to view any part of the scene or any part of an
object and are highly configurable for many modeling purposes. The
configuration of viewports and how to navigate in 3D space is explained later
in the tutorials

Command Panel

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The Command Panel contains commands for creating and modifying objects,
for assigning controllers for animation, display functions and extra utilities.
Although many commands can be accessed elsewhere on the Menu Bar,
toolbars and quad menus, Key Fundamentals uses the Command Panel to
lead you through the modeling process

Navigation Tools

The navigation tools are an important element to master when learning to use
MAX / VIZ. To easily navigate around objects and the scene in 3D space is
the first step to being efficient and feeling comfortable with the program.
These tools are explained later in this tutorial

Animation Controls

Time slider - shows the available frames and using the slider you can move
animated objects in the scene

Auto Key

• move the Time Slider to a frame number in an animation and select an

object. Press Auto Key to start the object animation. Move the object

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 and adjust the time slider forwards. Then deselect the Auto
Key button. The object's movement is animated for this length of time
and can be seen to move by moving the Time Slider

Time Configuration dialog

• Press Time Configuration to open the Time Configuration dialog. This

is where the number of frames available and number of frames per
second playback are configured

Playback controls - the animation can be played in the viewports using

these buttons

Animating cameras and objects is covered in ‘Lighting, Materials and

Production'

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Status Bar

The Status bar gives information regarding the position of the selected object
and a prompt for available commands

Selection Lock Toggle - a useful button to keep the selection of objects

locked whilst navigating around the scene

Maxscript Listener

The MAXScript Listener enables repetitive tasks to be recorded and macros

to be quickly setup on toolbars. This is not covered in Key Fundamentals

Right-Click Menus and Quad Menus

MAX / VIZ enables the user to access commands in a number of ways. As
well as using the commands from the Menu Bar, Main Toolbar and Command
Panel, right click menus and quad menus offer other ways of implementing
your favorite commands

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 • Open kf101_01.max. This scene contains a simple sphere object

• Place the cursor in a blank space in the viewport and right click. This
menu is displayed. This is an example of a Quad Menu using just two
sub-menus (display and transform) from a possible four. Quad Menus
are displayed when you right click in a viewport

• Select the sphere and right click again. Other options on the Quad
Menu become available (black and not grey) that pertain to the type of
object selected

• Position the cursor over the word 'Perspective' to the top left of the
viewport and right click. This menu is displayed

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 • Position the cursor over a blank space on the Command Panel and
right click. This menu is displayed

Right click menus and Quad Menus are well used feature of MAX / VIZ.
Practice right clicking over parts of the interface, even icons, to access a
variety right click menus.

FIN

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