CATIA Useful Methods By

Nayyar Rahman

To add advantages of OGS to GS In GSD ---------------Tools Toolbar--------------Insert Mode Command.
Use this command to insert command below any operation (command) in specification tree and to update the parent child relationship. 1) Click on Insert mode Command from Tools toolbar. 2) Then Click on the command from specification tree. 3) Complete the new command..... Click OK. 4) the command gets updated in the specification tree. and the parent child relationship gets updated.

How to Shell a sphere
• Model a solid Sphere using shaft command, ------sketch Semicircle D of 50mm diameter

2) Shell Command ----------Add a value in Default Inside Thickness eg: 1mm 3) Select the sphere surface in " Face To Remove". 4) Again Select the same surface in "Other Thickness Faces“ 5) Click OK.

Only by selecting shell command and then clicking on OK the sphere is shelled. But we tend to select surface for shell where the command doesn't work.

------------------------------------------------------------------------Name key features
It is important to rename key features in the spec tree to provide a useful name for other users to know what that feature is defining.Example: Point.1Renamed to: Upper mounting point left sideKeep in mind you should not use special characters such as ", $, !, etc.

Open the V4 model in V5 and expand the *Master in the Spec Tree. After closing the panel the section disappears. First you open the product and any other part in 2 seperate windows of the same CATIA session. . The section is permanently saved in the product. Save sections in Assembly Desgin without SPA license If you use e. In order to modify the section you double click on the Section-entry in the specificat ion tree (look for Applications/Sections). you may modify the section and leave the panel now with 'OK'. Instead of closing the section-panel you just select the other window containing the part with left mouse button Then you come back to the window of the product (left mouse button). The sectioning panel appears again.But not always. Some of the older V4 models have lots of wireframe and solids that you do not need to migrate then have to clean up. There is a workaround to save a section permanently in the CATProduct: Also it is possible to modify such a section afterwards (and save the modified section). Select just the elements that you want to migrate and copy them. Select Windows / Tile Vertical to see both of them In the product: create a section as you need it. It is best to just migrate only the elements that you might need to create your new part. there is no button to save a dynamic section in Assembly Design. The section panel appears again as before then you close the section panel by 'Cancel' (do not click on 'OK'!) That's all.g. In a new V5 CATPart document paste the selected V4 elements. a HD2 or MD configuration of CATIA (without DMU or SPA license).Selective V4 migration elements to V5 When you need a geometrical element from an existing V4 model you can selectively migrate just the one or more elements that you need without having to migrate the entire model.

\Applications\DassaultSystemes\CATENV There you'll find the environment-file. choose 'New Variable' in the context-menu Key in for Name: PRT_DYNAMIC_SECTIONING Key in for Value: 1 Select OK File / Close Environment Editor Save the modified Environment: Select OK Or you may edit the environment-file itself with a text-editor: E. in windows explorer adressline you got to the home-directory of 'All Users'.g.In order to get it you have to modify the used environment by adding a new variable: PRT_DYNAMIC_SECTIONING=1You may do this either by using the 'Environment Editor' In the Windows start menu: All Programs / CATIA / Tools / Environment Editor Select the used environment-file in the upper panel of the window Right-click on the last line in the lower panel. In default installations it's name is CATIA.B19. Save the file close the editor. then sub directory . . When CATIA V5R19 will be startet. Open this file with notepad or an other text-editor add a line at the end of the file as given above.txt. you'll find in Part-Design a new toolbar with an icon for Dynamic Sectioning. It works similar to sections in Assembly Design except there is no panel for options.V5R19.Dynamic Sectioning in Part Design Starting with R19 you can use an new function Dynamic Sectioning' directly in Part-Design Workbench.

Then in the Customize dialog box select the last tab called Options. they will not be saved as separate files or stored in local file system. Only the products can be saved. Go to Save management. then create some components (All inside of one assembly). To check this. and notice the components are nowhere to be seen. are assembly specific.Lock your icons so they do not move From the View pull down menu select Toolbars and Customize. and create some products. create an assembly. Difference between Product and component Products can be saved and found in local file system. The components act as more of a part management/part placeholder inside of a given assembly . At the bottom you can check the box to Lock Toolbar Position. If you type in T:Point it will search the spec tree and selects all of the points. They are given an actual . Components on the other hand.catproduct extension. Unless using a data manager like Enovia/Smarteam etc. Power input zone search You can use the power input zone to perform searches.

Document print CTRL + F – Search CTRL + U . character size to modify (activate the graph if the model is active and inversely) SHIFT + left .Document open CTRL + S .g.switch between the different windows (swap active document windows) CTRL + N .Update CTRL + X .Toggle Hide/Show F10 .USEFUL CATIA HOTKEYS • • • • • • • • • • • • • • • • • • Esc (escape) .F3 .Macros start ALT + F11 .Cut out CTRL + C . SHIFT .Copying CTRL + V .rotate upward SHIFT + down .Insert CTRL + Y .rotate to the right SHIFT + UP .Context assistance (Get help on toolbar icons) SHIFT .Toggle the specification tree overview on and off .F1 .opens an overview on specifications tree in a new window.rotate to the left SHIFT + right .Toggle Swap Visible Space SHIFT .Undo CTRL + F11 >>>to get the Prselection navigator.Visual basic wordprocessor Home .Redo CTRL + Z .Abort the current process or exit the current dialog box (when there is one) F3 .Document save CTRL + P .Display the bottom of the graph ALT + Enter – Properties ALT + SHIFT + Right arrow >> ROTATE the model ALT + SHIFT + Left arrow >> ROTATE the model • • • • • • • • • • • • • • • • • • • • • CTRL + PAGE UP >> ZOOM IN the model or tree whichever is active CTRL + PAGE DOWN >> ZOOM OUT the model or tree whichever is active CTRL + RIGHT arrow >> Move the model to the right >> PAN CTRL + LEFT arrow >> Move the model to the Left >> PAN CTRL + TOP arrow >> Move the model to the TOP >> PAN CTRL + BOTTOM arrow >> Move the model to the Bottom >> PAN CTRL + SHIFT + Right arrow >> ROTATE the model around z axis Clockwise CTRL + SHIFT + LEFT arrow >> ROTATE the model around z axis Anti Clockwise CTRL + Tab . for selecting coincident / very close elements in geometry area.Display the top of the graph End .Structure tree activate around e.rotate downward ALT + F8 .New document open CTRL + O . .Structure tree out or insert (Toggle specification tree display on and off) F9 .F2 .

Tools -> Options -> Infrastructure -> Part Infrastructure -> Display -> Parameters. Tools -> Options -> General -> Parameters and Measure -> Knowledge -> With value. Settings to see parameters and relations: 1. these are not seen unless and untill you check following settings. Relations 2. With formula (as per requirement) .Settings to see parameters and relations of a part Even after creating paramers and relations inside a part.

You will then see the list of objects to pattern in the "Object to Pattern" section of the dialog box.g While using the Rectangular Pattern command in the Part Design module.E. ========================================================================================= Bring Toolbar from diffrent Workbench into current Workbench •Tools > Customize > Toolbars > New •Select required Workbench from "Workbenches" •Select available toolbar under selected Workbench •Click OK to confirm . To do so. just multi-select (while holding the CTRL key) the objects before clicking on the Rectangular Pattern command. you can include multiple objects in your pattern.To pattern multiple objects in one go Including multiple objects .

Altering any View in CATIA 3D Session View > Named Views Select the view as per requirement Click on Properties button Manupulate as per requirement using the arrows Click Appy to Preview OK to Confirm Click OK on the Named Views to close the command .

That shifts the centre of rotation of part/assembly to the point which is clicked by mouse thus making it easy to rotate a big assembly. ======================================================================================== Get the Assembly Product Tree in text file Open the Assembly in CATIA File > Save As as shown below with . Click OK . ======================================================================================== Trick to disable opening product file at startup Trick to disable opening product file at startup Take a new environment variable using "new" in For that 1. Right click my computer icon-.advanced-Environment variable 2.txt extension . Click on "new" 3. Middle click mouse button at desired location on part /assembly about which we want to rotate the part/assembly. Then start catia . Now to change "instantaneous center of rotation of big assembly" 1.Technique to easily rotate a big heavy assembly and part While working on big assemblies manier times its difficult to rotate assembly as desired. Give variable name as ADL_ODT_IN variable value as 1 4.

. Idea behind bringing all the reference parts/sub-assemblies under a "component " is nothing but "avoiding duplication of sub-assemblies"though the parts under a component will create a sub-assembly . Now to reduce the size of assembly do following 1. 2. 4. In that case we can directly put the dimension given in inch. 2.Open an assembly first. Dimension the component including the dimension which is supposed to be in inch. 3. This way rename all the required parts without desk problem. ======================================================================================== Trick to give dimension of different unit without changing default unit Many times a condition arises in which one of the dimension of component is in different unit than remaining (that subassembly) will not have its separtes existence outside the producty file. it will display that dimension followed by default unit like suppose here default unit is "mm". E.All the remaining parts that are coming in given assembly put them as usual under a product .It will automaticaly convert that 1 inch to appropriate value in mm. That reduces assembly size.Renaming parts quickly in an assembly without desk problem Suppose we want to rename some of the part /product files in an assembly avoiding desk problem.Right click on the part files to rename and select the option " open in new window".TO DO THAT THE PROCEDURE IS AS FOLLOWS 1. 2. 3.g in a component only one dimension is given in inches and other are in mm. 2. In dimension editor delete the dimension and suppose we want to put dimension as 1 inch replace that dimension by dimension " 1in " and hit enter.Insert a component in an assembly.Then go to file "save as" option and save the file with new name/number. 1. 3.Under that component bring all the reference parts/sub-assemblies that we will be using as reference 3. ======================================================================================== Tip to reduce Assembly size While carrying out assembly we require different parts/subassemblies as a reference for doing assembly. then double click the dimension that we want in inches .This is fast.

======================================================================================== Open profile sketch easy to see It is easy to identify if a sketch is an open profile without having to open the sketch. in order to better control the Sketch position and the sketches should be fully constrained. Close the CATDrawing and read the .Best Practices for Power Copies 1)When defining PowerCopies including sketches. treat the sketch as a normal sketch and use Pad/Pocket. From there. ======================================================================================== Adding a logo or text to part design Import the image into a CATDrawing and/or type text onto the lower left corner of a CATDrawing and then save it as a .dxf file. 3)Create sketches on an axis system. It is preferable not to use projections nor intersections in the sketch if you want to use that sketch in a PowerCopy. and then Copy/Paste the lines into a sketch plane.dxf. set the option Create geometrical constraints off before sketching. The area that is open will have black dots at the vertex instead of the white dots that show connection.Additionally. scaling or whatever to make it fit your needs. 2)It is preferable to constrain elements with respect to external references such as faces. . reference or explicit planes. use profiles constrained with respect to edges or faces rather than to planes. edges.

Position the cursor between the parenthesis and double-click the object in the geometry or in the specification tree. 2. 1.1= centerofgravity(PartBody ). body. Click Yes in the Automatic update window. If you select Part Body.g.The Formula Editor opens.g. curve or surface) using formula editor. You will get center of gravity of PartBody as Point. Enter the following formula by using the Dictionary-> Point Constructors -> centerofgravity (Body.…): Point Operator: centerofgravity() 4. In the New parameter of type scrolling list. But this will not work for all geometries (e. Open the Part containing object. The formula is displayed as follows: Geometrical Set.1 You can also create center of gravity using Measure -> Create Geometry. The Formula Editor opens.1\Point.Click OK when done. 3. Then click Add Formula. select Point and click New parameter of type.Ceating center of gravity of any object using formula editor This tip helps you create center of gravity of any object (e. 3D curves) . Click the f(x) icon.

get a Bolt & position it in any Hole of Circular Plate. Refer Figure 3 below Figure 3 . but suppose we don’t have Circular Pattern available in Reference Plate to make use of Reuse Pattern. we can use following steps… STEP1: Using Existing Component command.Positioning parts in Circular array when array is not used for creation of feature in reference Part Requirement: Sometimes we need to position bolts in circular array fashion. Then Right click & Select Edit…Refer Figure 2. Select second bolt from Specification & click Circular Arrow. Copy it & Paste it Five Times in Product1 as we have Total six Holes in this scenario. Refer Figure 2 below Figure 1 Figure 2 STEP3: Drag & Drop Compass on Circular Plate which should snap at its axis. Holes created in Circular Plate are not created using Circular Pattern. This will position second bolt at second Hole. Hence we can’t use Reuse Pattern option from Product Structure Tools. STEP4: Key in Angle increment Value at Along W as 60 deg. Scenario: Let’s have a scenario where I need to position Hexagonal Headed Bolt in Circular Plate where we have Six Holes on certain PCD. Refer Figure 1 below STEP2: Select Bolt from Specification Tree. To do so. Repeat the procedure for rest of the Bolts.

Opening an assembly in relatively less time than regular process Do the necessary settings Open assembly (it will appear as in picture) Right click the tree and select active node command .

. Rather I would make a Toolbar with commands which I use most in GSD and bring it down to Part Design. In such cases swapping between Part Design and GSD workbench may be irritating. Step1: From Part Design workbench.How to get Surfaces Toolbar in Part Design This tip is especially useful for solid modelling projects which needs some sort of work in Surfaces too. Go to Tools--> Customize Step2: Click on "Toolbars" tab. This increases productivity and also hassles of swapping workbenches.

In the workbenches section. Step5: "My GSD" toolbar will appear in the "Toolbars" list. You can then see list of all surface based features. Split. scroll down to "Shape Design Workbench" and select "Surfaces" from the "Toolbars" list. Step6: Similarly you can remove any commands which you find not useful. I have added "Positioned Sketch. Step4: A "New Toolbar" window pops up. Give a name to the toolbar. Join. Step7: When you are done your new toolbar "My GSD" will appear in the right-click context menu list of toolbars. Eg. You can add as many as you like. To add commands "Click Add commands" button as shown in pic above. "My GSD" and click "OK". which you can access in PartDesign itself! . Note that Adding/removing any commands to this toolbar will not affect any standard toolbars in CATIA.Step3: Now Click "New" Button. Now you need to add/remove desired surface based commands in it. In my e.g. etc.

& C values of the equation. Usage: Patching surfaces . you will find a button for parallel to screen. Orient the model to required orientation In the bottom of the Plane definition dialog box.B. The position of the plane in the Screen normal can be controlled by specifying D value (It is the distance between selected axis system to plane in normal direction) or Position the plane with a point. Select plane type as Equation. Press the parallel to screen button to get the A.Creating a Plane Parallel to Monitor Screen In Plane definition.

1. Select OK when finished. 2. . Use the filter area to bring up and select your desired Parameters. Click the Arrow button to transfer the parameters to the inserted side. Select Create a design table with current parameter values and Vertical or Horizontal Orientation. Click on the Design Table Icon.Export Parameters and Measures to an Excel Worksheet Creating a Design Table to Transfer Parameters to an Excel Worksheet. 3.

Click open in Excel. click the edit table button if you want to preview. (This window will always show the information in the vertical position. Change type field to Text.) 5.4. Design Table configuration window will open click OK to finish. Open the Design Table you saved. . 5. Select Folder and save Design Table.

. Click Save or Save As to save the file in Excel format.) 8. Click Next through the Text Import Wizard and click Finish at the end.7. (Use Default Selections.

Delete useless elements Extra geometry that is not needed to define the model is sometimes left in the dataset. How to check Use the Delete Useless elements command and see if elements can be deleted. This increases the model size and makes the organization of the data harder to work with. etc. It is important to understand what elements may need to be deleted and do not rely on the function itself as the default setting only keeps elements required to define the solid. reference geometry. ICD definition. . Exceptions Fastener locations.

the tip will help you to save your time. Hope.Using single sketch for multiple pat design commands We can use one single sketch for multiple operations by using the profile feature in sketcher. Right Click On Any Catia Part/Product-> Open With Notepad (as shown above)-> In Notepad Find (ctrl-F) CATIAV. Also another method is to use the single sketch by right click and select the profile definition and one can select its subelements or any single entity.(the entity should be closed) ======================================================================================== How To Find Out Version And Revision Of Any Catia Part Product Without Opening It . . And It Will Show The Version And Revision Of That Catia Part/Product.

How to check Select on the 3D geometry for the hole and you should see a hole feature highlighted in the spec tree.Quick method to check for Surface Tangency Areas that have a surface tangency issue will impact downstream users such as Stress. Manufacturing. Boolean removes. Exceptions Large cutouts that can be circular milled or produced by other manufacturing processes. This is just a quick method and a built-in feature that every Designer has access to this function without any requiring special licenses ======================================================================================== Holes built using the Hole function It is recommended that all holes in your solid part to be created using the hole function and not by creating pockets. Keep in mind that CATIA has several functions that can perform more detailed analysis of surface quality checking. You will notice a sharp black line in everywhere there is not a smooth tangent area. How to check When you need a quick method to check for surface tangency issues it is recommended to have the CATIA V5 visualization setting set to Shading with Edges without Smooth Edges. etc. split with surface. Downstream processes will be looking for holes create by the hole function. It is also earier for users to modify the location and size of the hole if the hole feature was used. . This method works on your Part Design solid model as well as your Surface data. and even other designers trying to use the non-tangent surface.

If a user activates the feature that is currently deactivated it will impact downstream datasets that are linked to this model. and the users of those datasets will be required to update the model but will not be notified of what has changed and it may have significant impacts to the design or manufacturing.1 is deactivated as indicated by the special symbol on the icon. Boolean operation The use of Solid Combine function in most cases can provide a smaller dataset size and make the spec tree easier to manage. stress models. Some linked datasets can include drawings. ======================================================================================== Solid Combine vs. As shown on the sample below the EdgeFillet. NC datasets.Deactivated feature elements There should not be any deactivated features in the spec tree when you are done with the model and it is ready for release. . etc.

Then add a point at a distance from where you want the spring to start. the entire spring updates. and using the end point of the second helix and the axis. . Join these curves together and create a rib using a section sketched at the start of the spring. This is customized to the spring parameters that are desired . why not use the Helix command that already exists within the Generative Shape Design workbench? To create the spring.Create a Closed End Helical Spring If you are having trouble creating springs in CATIA. pitches and revolutions of each spring so that when you update an overall height parameter. Now link the heights. create a third helix using an S type law. Start at 0 and end at a pitch value that you want. create a helix using an S type law. you need three helixes – the start. here’s one solution. Similar to the first helix. By linking the parameters for the helix using the Formula Editor. At this stage you have a closed end helical spring. Using the end point of this helix and the axis. starting at the pitch value and ending at 0. Using this point and the axis. you can create a spring that will update in height and pitch automatically Create a new part file and add a reference line to act as the spring axis. create a second helix that follows on from the first one using the same pitch value and the height you want. Instead of using complex law curves. end of the spring and one for the center.

4.Click Add commands and while pressing CTRL. The newly created toolbar displays in the Toolbars list .Select Tools | Customize to display the Customize dialog and click the Toolbars tab to display the toolbar options.Click New to display the New Toolbar dialog and enter a name for your toolbar 3.CATIA Custom Toolbar Creating and customizing your own toolbars in CATIA can be very useful and time saving.Click OK to create the toolbar and return to the Customize dialog. 1. Click OK to add them to the toolbar. select the commands you most frequently use. . depending on the commands and icons you frequently use. 2. CATIA allows you to add commands to the standard toolbars but also gives you the option of creating your own.

1.Create four columns with headings. .Click Add and navigate to where you saved your Excel or Notepad file. 5. 2.Enter the values for your threads. 6. your name and values appear in the Type menu.Creating Thread Type in the Part Design Workbench Have you ever had problems finding the thread you want for an application. 4.Save the file then close it.Metric Thin Pitch and Metric Thick Pitch. 3. or had to look it up in a reference book? This is time consuming and repetitive depending on your industry.Open a new CATPart and add a hole to a solid. Activate Threaded on the Thread Definition tab in the Hole Definition dialog. The Thread Description box lists the values in the key column. This procedure explains how to add your own thread type. The other thread values display according to the selected key value. Once you have added the file. The Hole command in the Part Design workbench offers two default thread files . which can be update as required.Open Excel or Notepad and save the file with a suitable filename. as shown in the graphic.

Look in the Spec Tree to see if there is default names used for the publications. An example would be "Interface point A for top mounting location" instead of the default name of "Point.1" . Provide logical naming of the publication names to help identify the element that you are publishing for other users.Publication naming Default names for publications do not help downstream users.

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