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to the Creo Parametric Basic Modeling
Process
Module Overview:
In this module, you learn about the basic modeling process that is typically used to scope, model, assemble,
and document a Creo Parametric solid model. This simplified process is fundamentally used at most
companies, although your specific company process may differ. The process is supported throughout the
course modules and again followed in a course project.
This module also introduces you to various fundamental Creo Parametric concepts, including featurebased
modeling and associativity between part models, assemblies, and drawings. You will learn more details
about these and other concepts in subsequent modules.
Objectives:
After completing this module, you will be able to:
Prepare for a part model design by scoping the design parameters of an adjoining part.
Create a new part model by following the required design parameters.
Create an assembly by assembling the new part model with existing part models.
Create a 2D drawing of the new part model that includes views, dimensions, and a title block.
Creo Parametric Basic Modeling Process
Preparing for Part Model Design
Before you create a new part model design, it is often necessary to acquire information about the
components that surround it in an assembly. Consequently, you may want to open and inspect these parts
before beginning the new design. At your company, this preparation stage may occur at the same time as
the new part model design, or it may not occur at all. In either case, establishing knowledge of adjoining
parts can be helpful in the new part model design.
Figure 1 – Preparing for Part Model Design
Creating a New Part Model
A new part model accurately captures a design from a concept through solid featurebased modeling. A part
model enables you to graphically view the product before it is manufactured. A part model can be used to:
Capture mass property information.
Vary design parameters to determine the best options.
Graphically visualize a model before it is manufactured.
Figure 2 – Creating a New Part Model
Creating a New Assembly by Assembling the Part Models
An assembly is created from one or more parts. The parts are located and assembled with respect to one
another, just as they are on a real product. An assembly can be used to:
Check for fit between parts.
Check for interference between parts.
Capture bill of material information.
Calculate the total weight of an assembly.
Figure 3 – Creating a New Assembly by
Assembling the Part Models
Creating a Drawing of the Part or Assembly
Once a part or assembly has been modeled, it is often necessary to document that part or assembly by
creating a 2D drawing of it. The 2D drawing usually contains views of the part or assembly, dimensions,
and a title block. The drawing may also contain notes, tables, and further design information. Not every
company requires model drawings.
Figure 4 – Creating a Drawing of the New Part
Model
Creo Parametric Basic Modeling Process
Before you begin
Training Files:
Download the training files using the button below, if you have not done so already.
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Objectives
Scope the design parameters of an existing part.
Create a new part model using required design parameters.
Create a new assembly by assembling part models.
Create a new drawing of the new part model.
Before you can begin modeling the key handle, you need to scope the design on the adjoining key base
model. You know from experience that the hole in the key base is not large enough in diameter for a strong
key handle, and the key base does not provide enough clearance to use the tool.
Once you have properly scoped the design, you can create the key handle part and assemble it with the key
base. Finally, you can document the key handle design by creating a 2D drawing.
Step 1. Preparing for part model design – Open and edit the dimensions of an
existing part model to watch the geometry update automatically.
1. To open the KEY_BASE.PRT part model, do the following:
ClickOpen from the ribbon at the top of the interface.
In the File Open dialog box, clickWorking Directory .
Doubleclick theProcessfolder to view its contents.
Rightclick theBasicModelingfolder and selectSet Working Directory.
Doubleclick theBasicModelingfolder to view its contents.
Select KEY_BASE.PRT.
ClickOpen.
Figure 1
2. In the In Graphics toolbar at the top of the graphics window, clear the check boxes forAxis
Display , Point Display ,Csys Display , andPlane Display to disable their display.
Figure 2
3. To edit the hole diameter from 3.5 to 5, do the following:
Click the hole in the model to select it. Notice that it highlights in green.
Rightclick and hold, and then selectEdit .
Doubleclick the 3.5value to edit it.
Edit the value from 3.5 to 5and press ENTER.
Click twice in the graphics window to update the model geometry to the new diameter
value.
Figure 3
4. Click Saved Orientations from the In Graphics toolbar at the top of the graphics window and
select FRONT.
5. To edit the shaft height from 25 to 35, do the following:
Click the shaft in the model to select it. Notice that it highlights in green.
In the graphics window containing the model, rightclick and hold, and then selectEdit .
Doubleclick the 25value to edit it.
Edit the value from 25 to 35and press ENTER.
Click twice in the graphics window to update the model geometry to the longer shaft value.
Figure 4
6. Click Saved Orientations from the In Graphics toolbar at the top of the graphics window and
selectStandard Orientation.
Figure 5
7. From the In Graphics toolbar at the top of the graphics window, select the check boxes for Plane
Display and Axis Display to enable their display.
Figure 6
8. To save the KEY_BASE.PRT part model and close the window, do the following:
ClickSave from the Quick Access toolbar near the top of the interface.
ClickClose from the Quick Access toolbar to close the window containing
KEY_BASE.PRT.
Step 2. Creating a new part model – Create a new part model named
KEY_HANDLE.PRT and model its geometry.
1. To create a new part model, do the following:
ClickNew from the Quick Access toolbar near the top of the interface.
In the New dialog box, selectPart as the Type andSolidas the Subtype.
Typekey_handlein the Name field.
Clear the Use default templatecheck box and clickOK.
Figure 7
2. In the New File Options dialog box, selectmmns_part_solidas the template and click OK.
Figure 8
3. To start a new Sketch feature, do the following:
ClickSketch from the Datum group in the ribbon at the top of the interface.
In the model tree located on the left side of the interface, click datum plane FRONT to
select it.
ClickSketchin the Sketch dialog box.
Figure 9
4. To sketch a circle and edit its diameter to 5, do the following:
SelectCenter and Point from the Circle types dropdown menu in the Sketching group
in the ribbon.
In the graphics window, cursor over the intersection of the vertical and horizontal lines. The
cursor snaps to the center. Click to place the circle at the intersection, drag your mouse
outward to start sketching the circle, and click again to complete the circle.
ClickOnebyOne from the Operations group in the ribbon. A diameter dimension
appears for the circle.
Doubleclick the diameter dimension, edit its value to5, and press ENTER.
Figure 10
5. Click OK from the dashboard at the top of the interface.
Figure 11
6. To create an Extrude feature using the sketch you just created, do the following:
Ensure that the Sketch feature is still selected. If it is not highlighted in green, you must
click it to select it.
ClickExtrude from the Shapes group in the ribbon at the top of the interface.
In the dashboard at the top of the interface, edit the depth fromBlind toSymmetric .
In the dashboard, edit the depth value to12 and press ENTER. The orange geometry depth
increases. Orange geometry is preview geometry and is representative of how the feature
should appear when it is completed.
ClickComplete Feature from the dashboard.
Figure 12
7. To start a second new Sketch feature, do the following:
ClickSketch from the Datum group in the ribbon at the top of the interface.
In the graphics window, click the front surface of the cylinder geometry to select it as the
sketching plane for the new Sketch feature.
ClickSketchin the Sketch dialog box.
Figure 13
8. To sketch a circle and edit its diameter to 7, do the following:
ClickCenter and Point from the Sketching group in the ribbon.
In the graphics window, cursor over the intersection of the vertical and horizontal lines. The
cursor snaps to the center. Click to place the circle at the intersection, drag your mouse
outward to start sketching the circle, and click again to complete the circle.
ClickOnebyOne from the Operations group in the ribbon. A diameter dimension
appears for the circle.
ClickRefit from the In Graphics toolbar at the top of the graphics window.
Doubleclick the diameter dimension, edit its value to7, and press ENTER.
Figure 14
9. Click OK from the dashboard.
Figure 15
10. To create a second Extrude feature using the second sketch you just created, do the following:
Ensure that the Sketch feature is still selected. If it is not highlighted in green, you must
click it to select it.
ClickExtrude from the Shapes group in the ribbon at the top of the interface.
In the dashboard at the top of the interface, clickChange Depth Direction to flip the
orange preview geometry into the existing geometry.
In the graphics window, click and drag the small white, square drag handle to edit the
depth to5.
ClickComplete Feature from the dashboard.
Figure 16
11. In the In Graphics toolbar at the top of the graphics window, clear the check boxes forPlane
Display and Axis Display to disable their display.
12. To round two edges of the geometry, do the following:
ClickRound from the Engineering group in the ribbon at the top of the interface.
In the graphics window, press CTRL and click the two edges to be rounded to select them.
Figure 17
In the dashboard, edit the round radius to 0.5and press ENTER.
ClickComplete Feature from the dashboard.
13. Click in the background of the graphics window to deselect the completed round feature.
Figure 18
14. To mirror the part, do the following:
In the model tree located on the left side of the interface, press CTRL and click theExtrude
2 andRound 1features to select them.
Figure 19
ClickMirror from the Editing group in the ribbon at the top of the interface.
In the model tree, click the FRONT datum plane to select it as the datum from which you
mirror the geometry.
ClickComplete Feature from the dashboard.
Figure 20
15. To modify geometry dimensions to their proper length and regenerate the model, do the following:
In the model tree located on the left side of the interface, rightclick theExtrude 1feature
and hold, and then selectEdit .
In the graphics window, doubleclick the 12dimension, edit it to60, and press ENTER.
Click twice in the graphics window to update the geometry. Notice that the model geometry
grows long.
ClickRefit from the In Graphics toolbar.
Figure 21
16. In the ribbon, select theView tab.
17. SelectAppearances Manager from the Appearance Gallery types dropdown menu in the
Model Display group.
18. To add appearances to be used for the model, do the following:
In the Appearances Manager dialog box, select the dropdown in the Library palette.
Expand theMetalsnode and selectadvmetalchrome.dmt.
Rightclick theadvchromeappearance and selectCopy to My Appearances.
Select the dropdown in the Library palette again.
Select theadvmetalaluminum.dmt.
Rightclick theadvaluminumanodizedblueappearance and selectCopy to My
Appearances.
Figure 22
19. To create a new appearance, do the following:
Locate theadvchromeappearance from the My Appearances section.
Rightclick on the appearance and selectNew.
Edit the Name of this new appearance from<advchrome>toknurledchrome.
Select theMaptab and selectImagefrom the Bump dropdown list.
Click the button next to the dropdown list to select the bump file.
In the Open dialog box, selectcarbon> Kevlarbump.jpgand clickOpen.
ClickClose.
Figure 23
20. To apply an appearance to the whole model, do the following:
Select theadvchromeappearance from the Appearance Gallery types dropdown menu.
Select KEY_HANDLE.PRT from the model tree and clickOKfrom the Select dialog box.
Figure 24
21. To apply an appearance to surfaces of the model, do the following:
Select theadvaluminumanodizedblueappearance from the Appearance Gallery types
dropdown menu.
Press CTRL and select the two cylindrical surfaces.
ClickOK.
Figure 25
22. To apply a second appearance to surfaces of the model, do the following:
Select theknurledchromeappearance from the Appearance Gallery types dropdown
menu.
Press CTRL and select the four cylindrical surfaces.
ClickOK.
Figure 26
23. To see the realistic appearances displayed, do the following:
SelectShading With Reflections from the Display Style types dropdown menu in the
In Graphics toolbar.
24. Cursor over the front end of the model, press CTRL, and middleclick and drag down to zoom in
and observe the appearances.
Figure 27
25. Select Edit Model Appearances from the Appearance Gallery types dropdown menu in the
Model Display group.
26. In the Model Appearances Editor dialog box, select the knurledchromeappearance.
27. Select theMap tab.
28. To modify the bump map, do the following:
ClickPick Appearance and select the knurled model surface.
ClickEdit Bump Placement .
In the Bump Placement dialog box, drag the Image Height slider back and forth to see how
the appearance is affected.
Edit the Image Height value to20 and press ENTER.
ClickOK > Close.
Figure 28
29. Click Refit from the In Graphics toolbar.
30. SelectShading from the Display Style types dropdown menu.
31. To save the KEY_HANDLE.PRT part model, do the following:
ClickSave from the Quick Access toolbar near the top of the interface.
In the Save Object dialog box, clickOK.
Step 3. Creating a new assembly by assembling the part models – Create a new
assembly CHUCK_KEY.ASM and assemble the KEY_HANDLE.PRT and
KEY_BASE.PRT.
1. In the In Graphics toolbar at the top of the graphics window, select the check box forPlane
Display to enable their display.
2. To create the CHUCK_KEY.ASM assembly model, do the following:
ClickNew from the Quick Access toolbar near the top of the interface.
In the New dialog box, selectAssemblyas the Type and verify thatDesignis the Subtype.
Edit the Name tochuck_key.
Clear the Use default templatecheck box and clickOK.
Selectmmns_asm_designas the template and clickOK.
Figure 29
3. To assemble the KEY_BASE.PRT, do the following:
SelectAssemble from the Assemble types dropdown menu in the Component group at
the top of the interface.
In the Open dialog box, select component KEY_BASE.PRT and clickOpen.
In the dashboard, edit the constraint in the dropdown list fromAutomatic toDefault .
ClickComplete Component from the dashboard.
Figure 30
4. In the In Graphics toolbar at the top of the graphics window, clear the check box for Plane
Display to disable their display.
5. To start assembling KEY_HANDLE.PRT by creating the Coincident constraint, do the following:
ClickAssemble from the Component group at the top of the interface.
In the Open dialog box, click the component KEY_HANDLE.PRT to select it and
clickOpen.
In the graphics window, click the inside hole surface on KEY_BASE.PRT to select it as the
assembly reference.
Click the shaft surface on KEY_HANDLE.PRT to select it as the component reference.
The KEY_HANDLE.PRT repositions itself through the hole in KEY_BASE.PRT, and the
Coincident constraint is created.
Figure 31
6. To continue assembling KEY_HANDLE.PRT by creating the Distance constraint, do the
following:
In the graphics window, click the flat surface on KEY_HANDLE.PRT to select it as the
component reference.
Cursor over the upper left of the top surface of KEY_BASE.PRT to prehighlight it. Right
click to query the back, flat surface of KEY_BASE.PRT and click to select it as the
assembly reference. The Distance constraint is created.
Figure 32
7. To edit the Distance constraint value and complete the assembly of KEY_HANDLE.PRT, do the
following:
In the graphics window, click and drag the small white, square drag handle to edit the offset
value of the Distance constraint to 6.
ClickComplete Component from the dashboard.
Figure 33
8. To edit the shaft length of KEY_HANDLE.PRT within the assembly, do the following:
In the model tree, rightclick KEY_HANDLE.PRT and selectActivate .
In the graphics window, select the rounded shaft of the KEY_HANDLE.PRT, rightclick and
hold, and then selectEdit .
In the graphics window, doubleclick the 60dimension to edit it.
Edit the 60 dimension value to45 and press ENTER.
ClickRegenerate from the Operations group in the ribbon to update the geometry to the
new length.
In the model tree, rightclick CHUCK_KEY.ASM and selectActivate .
Figure 34
9. To see the realistic appearances displayed, do the following:
SelectShading With Reflections from the Display Style types dropdown menu in the
In Graphics toolbar.
10. Middleclick and drag to reorient the model.
11. Cursor over the bottom of the KEY_BASE.PRT, press CTRL, and middleclick and drag down to
zoom in and observe the appearances.
Figure 35
12. Middleclick and drag to reorient the model.
Figure 36
13. Click Saved Orientations from the In Graphics toolbar at the top of the graphics window and
selectStandard Orientation.
14. SelectShading from the Display Style types dropdown menu.
15. To verify the geometry length change in the KEY_HANDLE.PRT, do the following:
ClickWindows from the Quick Access toolbar and select KEY_HANDLE.PRT to
switch windows from the CHUCK_KEY.ASM assembly to the KEY_HANDLE.PRT part
model.
In the model tree, rightclickExtrude 1 and selectEdit . Notice that the shaft length is
now 45, even though it was edited in the assembly.
Click in the background of the graphics window to clear the dimensions.
Figure 37
Step 4. Creating a drawing of the new part model – Create a new drawing
KEY_HANDLE.DRW for the part model KEY_HANDLE.PRT.
1. To create the new KEY_HANDLE.DRW drawing, do the following:
ClickNew from the Quick Access toolbar.
In the New dialog box, selectDrawingas the Type.
Edit the Name tokey_handle.
Clear the Use default templatecheck box.
ClickOK.
In the New Drawing dialog box, verify that the Default Model is KEY_HANDLE.PRT.
Select the Use templateoption and clickBrowseto browse for the drawing template.
In the Open dialog box, select the STUDENT_TEMPLATE.DRW template and clickOpen.
ClickOK in the New Drawing dialog box.
Figure 38
2. The input window prompts you for the drawn_by parameter. Type your first initial, followed by
your surname, and press ENTER. Your name is entered into the title block as the drawing
displays in the graphics window.
Figure 39
3. To edit the drawing scale, do the following:
In the bottomleft corner of the graphics window, doubleclick theScalevalue to edit it.
The input window prompts you to enter the new value for Scale. Type 5as the new Scale
value and press ENTER. The drawing views automatically rescale to the new value of 5.
Figure 40
4. To move the Ø7 diameter dimension to the other drawing view, do the following:
Click the Ø7diameter dimension in the right drawing view to select it. It highlights in green.
Rightclick in the graphics window and selectMove to View .
Select the left drawing view. The dimension is moved to this new drawing view.
Figure 41
5. To move the Ø5 diameter dimension to another location in the drawing view, do the following:
In the graphics window, click the Ø5dimension in the right drawing view to select it. It
highlights in green.
Cursor over the highlighted dimension. The cursor appears as four arrows. This is an
indication that you can now click and drag this dimension to move it to another location on
the drawing. Click and drag to move the Ø5 diameter dimension to the center of the
drawing view.
Figure 42
6. ClickWindows from the Quick Access toolbar and select KEY_HANDLE.PRT to switch to
the window containing KEY_HANDLE.PRT.
7. To edit the KEY_HANDLE.PRT shaft length and save it, do the following:
RightclickExtrude 1 in the model tree and selectEdit .
In the graphics window, doubleclick the 45dimension to edit it.
Edit the 45 dimension value to60 and press ENTER.
Click twice in the graphics window to update the geometry.
Figure 43
8. To save the KEY_HANDLE.PRT and close the window, do the following:
ClickSave from the Quick Access toolbar.
In the Quick Access toolbar, clickClose to close the KEY_HANDLE.PRT window.
9. To activate the CHUCK_KEY.ASM assembly, save it, and close the window, do the following:
ClickWindows from the Quick Access toolbar and select CHUCK_KEY.ASM to switch
to the assembly and activate it.
ClickRegenerate from the Operations group.
ClickSave from the Quick Access toolbar.
ClickOK in the Save Object dialog box.
In the Quick Access toolbar, clickClose to close the CHUCK_KEY.ASM window.
Figure 44
Note that the geometry and dimension in the drawing have both updated.
10. To save the KEY_HANDLE.DRW drawing, close the window, and erase all files from session
memory, do the following:
ClickSave from the Quick Access toolbar.
ClickOK in the Save Object dialog box.
In the Quick Access toolbar, clickClose to close the KEY_HANDLE.DRW window.
ClickFile > Manage Session> Erase Not Displayed.
ClickOK in the Erase Not Displayed dialog box.
This completes the procedure.