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Cover Page
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1st Edition
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Learning Guide
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CATIA V5-6R2018

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Functional Tolerancing & Annotation
ASCENT - Center for Technical Knowledge®
CATIA V5-6R2018
Functional Tolerancing & Annotation
1st Edition
Prepared and produced by:

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ASCENT Center for Technical Knowledge
630 Peter Jefferson Parkway, Suite 175
Charlottesville, VA 22911

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866-527-2368

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www.ASCENTed.com

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Lead Contributor: Scott Hendren
Copyright

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ASCENT - Center for Technical Knowledge is a division of Rand Worldwide, Inc., providing custom
developed knowledge products and services for leading engineering software applications. ASCENT is
focused on specializing in the creation of education programs that incorporate the best of classroom
learning and technology-based training offerings.

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We welcome any comments you may have regarding this guide, or any of our products. To contact us
please email: feedback@ASCENTed.com.

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© ASCENT - Center for Technical Knowledge, 2019
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All rights reserved. No part of this guide may be reproduced in any form by any photographic, electronic,
mechanical or other means or used in any information storage and retrieval system without the written
permission of ASCENT, a division of Rand Worldwide, Inc.
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CATIA and ENOVIA are registered trademarks of Dassault Systèmes.
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All other brand names, product names, or trademarks belong to their respective holders.
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General Disclaimer:
Notwithstanding any language to the contrary, nothing contained herein constitutes nor is intended to constitute an offer,
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inducement, promise, or contract of any kind. The data contained herein is for informational purposes only and is not
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expenses. No consequential damages can be sought against ASCENT or Rand Worldwide, Inc. for the use of these
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materials by any third parties or for any direct or indirect result of that use.
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document or information will be error free or will meet any particular criteria of performance or quality. In particular (but
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AS-56CAT18-FTA1-SG // RS-56CAT18-FTA1-SG
C o n t e n ts

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Preface ............................................................................................................. v

In this Guide .................................................................................................. vii

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Practice Files .................................................................................................. ix

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Chapter 1: Introduction to FT&A ................................................................. 1-1
e EN1.1 Tolerancing and Annotations ........................................................ 1-2
Annotation Standards........................................................................ 1-4
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1.2 FT&A Workbenches ........................................................................ 1-6
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Part.................................................................................................... 1-6
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Assembly........................................................................................... 1-6
Process ............................................................................................. 1-6
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1.3 FT&A Interface................................................................................. 1-7


Annotation Switch On/Off.................................................................. 1-7
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1.4 FT&A Tools ...................................................................................... 1-9


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Annotations ....................................................................................... 1-9


Geometry for 3D Annotations.......................................................... 1-11
Views/ Annotation Planes ............................................................... 1-11
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Reporting......................................................................................... 1-12
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Visualization .................................................................................... 1-12


Capture ........................................................................................... 1-13
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Grouping ......................................................................................... 1-13


1.5 Annotation Process ...................................................................... 1-14
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Active View...................................................................................... 1-16


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1.6 Drawing Creation .......................................................................... 1-20


1.7 Accessing Annotations ................................................................ 1-23
1.8 Annotation References................................................................. 1-24
3D Annotation Query....................................................................... 1-24
Practice 1a FT&A Overview................................................................. 1-26

© 2019, ASCENT - Center for Technical Knowledge® i


CATIA V5-6R2018: Functional Tolerancing & Annotation

Chapter 2: Preparing the Model .................................................................. 2-1


2.1 Views ................................................................................................ 2-2
2.2 Planar Views .................................................................................... 2-3
Projected View .................................................................................. 2-4
Section View ..................................................................................... 2-4

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Section Cut........................................................................................ 2-4
View Normal...................................................................................... 2-5

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Displaying a Section.......................................................................... 2-6

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2.3 Sketched Views ............................................................................... 2-8

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2.4 Clipping Plane ............................................................................... 2-11

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3D Preview...................................................................................... 2-13
Display Settings .............................................................................. 2-13
2.5 View Associativity......................................................................... 2-14

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2.6 Principal Views.............................................................................. 2-16
2.7 Axonometric Views ....................................................................... 2-20

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e EN2.8 Construction Geometry ................................................................ 2-22
Practice 2a Preparing the Model......................................................... 2-25
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Chapter 3: Semantic Annotations ............................................................... 3-1
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3.1 Datum Reference Frames............................................................... 3-2


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Datum Targets .................................................................................. 3-6


3.2 Tolerance Advisor......................................................................... 3-11
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Selecting Multiple Items .................................................................. 3-13


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3.3 Basic Dimensions ......................................................................... 3-16


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Automatic Creation.......................................................................... 3-18


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Practice 3a Dimensions and Tolerances............................................ 3-20


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Practice 3b Geometric Tolerances ..................................................... 3-36


Practice 3c Surface FT&A.................................................................... 3-54
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Chapter 4: Non-Semantic Annotations....................................................... 4-1


4.1 Text................................................................................................... 4-2
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Editing Text ....................................................................................... 4-4


Handling Text Features..................................................................... 4-5
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Attribute Link ..................................................................................... 4-5


4.2 Flag Notes........................................................................................ 4-7
Free and Linked Annotations ............................................................ 4-9
4.3 Datum Features ............................................................................. 4-11
Non-Planar Datums......................................................................... 4-12
DRFs for Non-Semantic Annotation................................................ 4-13
4.4 Datum Target ................................................................................. 4-14

ii © 2019, ASCENT - Center for Technical Knowledge®


Contents

4.5 Geometric Tolerances .................................................................. 4-16


4.6 Roughness Symbols..................................................................... 4-19
4.7 Dimensions.................................................................................... 4-21
Cumulated Dimension..................................................................... 4-23
Stacked Dimension ......................................................................... 4-23

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Coordinate Dimension..................................................................... 4-24
Curvilinear Dimension ..................................................................... 4-24

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4.8 Generative Dimensions ................................................................ 4-25

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Semantic Dimensions ..................................................................... 4-27

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4.9 Reporting Diagnostics.................................................................. 4-28

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4.10 Reporting ....................................................................................... 4-30
Practice 4a Creating Text Annotations .............................................. 4-34

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Practice 4b Non-Semantic Annotations ............................................. 4-40

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Practice 4c Reporting .......................................................................... 4-51

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Chapter 5: Annotation Management ........................................................... 5-1
5.1 Leader Symbols .............................................................................. 5-2
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5.2 Mirror Annotations.......................................................................... 5-5
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5.3 Transferring Annotations ............................................................... 5-6


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5.4 Grouping Annotations .................................................................... 5-9


5.5 Annotation Filters ......................................................................... 5-14
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Refine filter ...................................................................................... 5-16


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Show Geometry Attachments ......................................................... 5-16


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5.6 Cameras ......................................................................................... 5-17


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5.7 Captures......................................................................................... 5-18


Annotation Filters ............................................................................ 5-19
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Cameras.......................................................................................... 5-19
Mirror Annotations........................................................................... 5-19
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Current State................................................................................... 5-19


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Visibility Status ................................................................................ 5-20


Clipping Plane ................................................................................. 5-21
Capture Management ..................................................................... 5-21
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Default Capture ............................................................................... 5-22


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5.8 Geometry Connection Management............................................ 5-23


Replacing a Datum Reference Frame............................................. 5-26
Practice 5a Visualization ..................................................................... 5-28
Practice 5b Capture.............................................................................. 5-39
Practice 5c Geometry Connection Management............................... 5-45

© 2019, ASCENT - Center for Technical Knowledge® iii


CATIA V5-6R2018: Functional Tolerancing & Annotation

Chapter 6: Additional Annotation Tools..................................................... 6-1


6.1 Restricted Areas.............................................................................. 6-2
Display Properties ............................................................................. 6-3
6.2 Threads ............................................................................................ 6-4
Annotating Thread Representations ................................................. 6-5

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Practice 6a Annotation Tools................................................................ 6-7

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Chapter 7: Product FT&A............................................................................. 7-1

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7.1 Overview .......................................................................................... 7-2

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7.2 Working Context ............................................................................. 7-3

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7.3 Product FT&A .................................................................................. 7-5
Annotation Planes ............................................................................. 7-5
Captures............................................................................................ 7-5

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Cameras............................................................................................ 7-6
Practice 7a Product Level FT&A ........................................................... 7-7

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Appendix A: FT&A Projects.........................................................................A-1
Practice A1 Flange Part ......................................................................... A-2
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Practice A2 Spindle Part........................................................................ A-5
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Practice A3 Coupling Part ..................................................................... A-8


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Practice A4 Threaded Ball ................................................................... A-11


Practice A5 Pressure Plate.................................................................. A-14
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Practice A6 Coaxial Parts Case .......................................................... A-19


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iv © 2019, ASCENT - Center for Technical Knowledge®

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