Catia Book - 2-Edu Cat en v5r16

Student Guide
CATIA
V5 Fundamentals
Book 2
Version 5 Release 16
EDU_CAT_EN_V5F_FF_V5R16
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Student Guide
CATIA
V5 Fundamentals
Book 2
Version 5 Release 16
Official Courseware
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CATIA V5 Fundamentals - Table of Contents
Student Notes:
Table of Contents – Book 1
Lesson 1: Introduction to CATIA 1-1

Introduction to CATIA – Step 3 1-35
About this course 1-2 CATIA User Interface 1-36
About the Student Guide 1-3 Workbenches 1-38
Conventions used in the Student Guide 1-4 Menus and Toolbars 1-39
Case Study: Introduction to CATIA 1-5 Finding Tools 1-41
The Specification Tree 1-42
Introduction to CATIA – Step 1 1-8 Manipulating the Specification Tree 1-43
PLM – Product Lifecycle Management 1-9 Selecting Objects with the Mouse 1-44
PLM in Practice 1-10 Action/Object and Object/Action
CATIA within the PLM Solution 1-11 Approaches 1-45
CATIA from Concept to Realization 1-12 Using Windows 1-46
What is CATIA V5 ? 1-13 Using Windows and the Right Mouse Button 1-48
Key Terms 1-14 Moving Objects with the Mouse 1-49
Design Intent 1-18 Compass 1-51
How Features Affect Design Intent 1-21 Graphic Properties 1-52
Exercise 1A 1-23 Changing Graphic Properties 1-53
Rendering Styles 1-54
Introduction to CATIA – Step 2 1-26 Applying Rendering Styles 1-55
Windows Philosophy 1-27 CATIA User Companion 1-56
Introduction to V5 Documents 1-31 Help Documentation 1-57
Message Bar 1-58
The Workbench Concept 1-32

Starting CATIA using the Start Menu 1-33 Exercise 1B 1-59
Opening an Existing Document 1-34 Case Study: Introduction to CATIA 1-66
Copyright DASSAULT SYSTEMES i-1

Student Notes:
Lesson 2: Profile Creation 2-1

Geometry Creation: Conics 2-22
Case Study: Profile Creation 2-2 Geometry Creation: Pre-defined Profiles 2-23
Design Intent 2-3 Geometry Creation: User-defined Profiles 2-25
Stages in the Process 2-4 Geometry Creation: Introduction to
Re-limitations 2-26
Profile Creation – Step 1 2-5 Construction Geometry 2-27
Creating a New Part 2-6
Part Design Workbench 2-7 Recommendations for Sketching 2-28
Creating a Profile: What Are the Best Tools
to Use? 2-29
Profile Creation – Step 2 2-8
How Complex Should Sketches Be? 2-30
Reference Planes 2-9
What is a Sketch? 2-10
Exercise 2A 2-32
Sketch Support 2-11
Exercise 2B 2-43
Basic Sketching 2-14
Exercise 2C 2-47
Sketcher Workbench 2-15
Grid 2-16
Geometry Creation 2-17
Constraining the Sketch 2-51
Geometry Creation: Points 2-18
Geometric and Dimensional Constraints 2-52
Geometry Creation: Lines 2-19

Fully Constrained Sketches 2-53
Geometry Creation: Circles 2-20
Geometric Constraints 2-54
Geometry Creation: Ellipse, Parabola,
Hyperbola, and Spline 2-21 Dimensional Constraints 2-56

Student Notes:
Recommendations for Constraining 2-57

Sketch in Context 2-58 Lesson 3: Basic Features 3-1
Sketcher Orientation 2-59
Tips on Initial Sketch Geometry 2-61 Basic Features in Part Design 3-2
Tips on Constraint Creation 2-63 Case Study: Basic Features 3-3
Controlling the Constraint Dimension Design Intent 3-4
Direction 2-64
Stages in the Process 3-5

Basic Features – Step 1 3-6
Completing the Feature 2-66
Part Design Terminology 3-7
Using a Pad to Create the First Feature 2-67
Creating a Base Feature 3-8
Selecting a Base Feature 3-9
Selecting a Base Feature - Exercise 3-10
Saving Documents 2-69
Selecting a Base Feature - Answers 3-11
Saving a Document with the Same Name 2-70
Features that Add or Remove Material 3-12
Saving a Document with a New Name 2-71
Closing a Document 2-72
To Sum Up… 2-73
Pad and Pocket Limits 3-15
Creating Pads 3-16
Exercise 2D 2-74
Creating a Simple Pocket 3-17
Restrictions for Pad/Pocket Profile Sketches 3-18
Exercise 2E 2-86
Open Profiles 3-19
Exercise 2F 2-92
Case Study: Profile Creation 2-95

Student Notes:

What is a Hole? 3-21 Basic Features – Step 5 3-58
Hole Creation using a Positioning Sketch 3-22 Model View Options 3-59
Hole Creation using Pre-defined References 3-23 Hide/Show 3-60
Using Pockets or Holes 3-25 Deactivate/Activate 3-62
Investigating the Model 3-63
Basic Features – Step 4 3-26 To Sum Up ... 3-66
What is a Fillet? 3-27
Selection and Propagation Modes 3-28 Exercise 3E 3-67
Filleting an Edge 3-29
Face-Face Fillets 3-30 Exercise 3F 3-75
Variable Radius Fillets 3-32
What is a Chamfer? 3-34 Case Study: Basic Features 3-79
Chamfer Dimensioning Mode 3-35
Creating a Chamfer 3-36
Exercise 3A 3-37
Exercise 3B 3-46
Exercise 3C 3-52
Exercise 3D 3-55

Student Notes:
Lesson 4: Additional Features 4-1

Sketch Analysis Window 4-29
Case Study: Additional Features 4-2 Performing a Quick Geometry Diagnosis 4-32
Design Intent 4-3
Stages in the Process 4-5 Additional Features: Step 2 4-34
Multiple Profiles 4-35
Additional Features – Step 1 4-6 Multi-Pads/Pockets 4-36
Additional Sketcher Tools 4-7 Solving Ambiguity for Multi-Pads/Pockets 4-38
Creating an Axis 4-8 Sub-Elements of a Sketch 4-39
Dimensioning to an Axis 4-9 Solving Ambiguity for Sub-Elements 4-41
Re-Limitation Tools 4-10
Re-limitations 4-11 Exercise 4A 4-43
Trim Options 4-12
Quick Trim Options 4-13 Exercise 4B 4-61
Transformation Tools 4-14
Mirror and Symmetry Options 4-15 Exercise 4C 4-70
Translation 4-16
Rotation 4-18 Additional Features – Step 3 4-74
Scale 4-20 Reference Geometry 4-75
Offset Propagation Modes 4-22 Accessing the Reference Elements Toolbar 4-76
Offset 4-23 Power Input Line 4-77
Project 3D Elements 4-25 Points 4-78

3D Geometry Elements 4-26 Lines 4-79
Isolate Projected Elements 4-27 Planes 4-81
Sketch Analysis 4-28

Student Notes:
Additional Features – Step 3 4-83

Revolved Features 4-84 Exercise 4G 4-119
Axis of Revolution 4-86
Shafts 4-87 Exercise 4H 4-127
Creating Grooves 4-88
Exercise 4I 4-133
Restrictions for Revolved Features 4-89
Case Study: Additional Features 4-136
Exercise 4D 4-91
Exercise 4E 4-103
Exercise 4F 4-108
Additional Features – Step 5 4-111

Shelling 4-112
Shelling a Part 4-113
Importance of Feature Order 4-115
Thin Features 4-116
To Sum Up ... 4-118

Student Notes:
Lesson 5: Dress-Up Features 5-1

Dress-Up Features – Step 3 5-40
Case Study: Dress-up Features 5-2 What Are Threads and Taps? 5-41
Design Intent 5-3 Thread and Tap 5-43
Stages in the Process 5-4
Dress-Up Features – Step 1 5-5 Editing Features 5-46
What is a Draft? 5-6 Why Reorder Features? 5-47
Basic Drafts 5-8 Reordering Features 5-48
Reflect Draft 5-10 Limitations on Using Reorder 5-50
Variable Draft 5-12 Define in Work Objects 5-51
Selecting Faces to Draft 5-14 Properties 5-53
Recommendations for Draft 5-15 Filters 5-57
Parting and Neutral Elements 5-16 Parent-Child Relationships 5-61
Dress-Up Feature Order 5-17 Resolving Feature Failures 5-62
To Sum Up … 5-66
Introduction to Stiffeners 5-19 Exercise 5D 5-67
Create a Stiffener 5-20
Exercise 5E 5-80
Exercise 5A 5-22
Exercise 5F 5-85
Exercise 5B 5-30
Case Study: Dress-Up Features 5-88
Exercise 5C 5-37

Student Notes:
Lesson 6: Reusing Data 6-1

Reusing Data – Step 2 6-40
Case Study: Reusing Data 6-2 Introduction to Transformation Features 6-41
Design Intent 6-3 Using Transformation Features 6-43
Stages in the Process 6-4 Translation 6-44
Rotation 6-46
Reusing Data – Step 1 6-5 Symmetry 6-47
Introduction to Duplicating Features 6-6 Scaling 6-49
Mirror 6-7 Recommendations for Transformations 6-50
Patterns 6-8 Differences in Transformations 6-51
Rectangular Patterns 6-9 Scaling the Part to Define Mold “Shrink” 6-52
Circular Patterns 6-11 Contextual Menus 6-53
User Patterns 6-14
Recommendations for Patterns 6-16 Reusing Data – Step 3 6-54
Exploding a Pattern 6-17 Copy and Paste 6-55
Removing Individual Instances in a Pattern 6-18
Keep Specification 6-19 Reusing Data – Step4 6-59
Introduction to Catalogs 6-60
Exercise 6A 6-20 Power Copy 6-62
User Features 6-65
Exercise 6B 6-32 Catalog Creation 6-66
Inserting Catalog Items 6-67

Exercise 6C 6-37 To Sum Up … 6-70

Student Notes:
Exercise 6D 6-71 Lesson 7: Finalizing Design Intent 7-1
Exercise 6E 6-82 Case Study: Finalizing Design Intent 7-2

Design Intent 7-3
Exercise 6F 6-87 Stages in the Process 7-5
Case Study: Reusing Data 6-90 Finalizing Design Intent – Step 1 7-6
Material Properties 7-7
Applying Material Properties 7-8
Viewing Material on the Model 7-10
Finalizing Design Intent – Step 2 7-11

Analysis Tools 7-12
Element Selection 7-13
Measure between Modes 7-15
Measure Between 7-16
Measure Item 7-18
Components Option 7-20
Mass Properties 7-22
Measure Inertia 7-23
Creating Measurement Geometry 7-25

Update 7-27

Student Notes:
Exercise 7A 7-28
Exercise 7C 7-62
Exercise 7B 7-41
Exercise 7D 7-76
Finalizing Design Intent – Step 3 7-45
Formulas 7-46 Exercise 7E 7-85
Identifying Parameters 7-47
Renaming Parameters 7-48 Case Study: Finalizing Design Intent 7-90
Filters 7-49
Creating Formulas 7-50
Creating a Formula Using the Formula
Window 7-51
Creating a Formula by Editing the
Dimensional Value 7-53
Creating User-Defined Parameters 7-55
Recommendations for Formulas 7-57
Units 7-58
Displaying Formulas and User-Defined
Parameters 7-60
To Sum-Up … 7-61

Student Notes:
Lesson 8: Assembly Design 8-1

Specification Tree 8-26
Introduction to Assembly Design 8-2 Can You Reorder a Product Structure? 8-27
Terminology 8-3 Product Structure Reordering 8-28
Case Study: Assembly Design 8-4 Copy and Paste a Component 8-31
Design Intent 8-5 Setting Copy and Paste Options 8-32
Stages in the Process 8-6 Duplication Multiple Instances of a
Component 8-33
Assembly Design – Step 1 8-7 Duplicating Components Using an Existing
Pattern 8-34
Defining a New Assembly Document 8-8
Components from a Catalog 8-37
Assigning Product Properties 8-9
Exercise 8A 8-39
Assembly Design – Step 2 8-10
Adding Components 8-11
Exercise 8B 8-45
Inserting an Existing Component 8-13
Assigning Component Properties 8-15
Exercise 8C 8-51

What Does the Compass Do? 8-18
Degrees of Freedom 8-55
Positioning the Compass to Move a
Component 8-19 Setting Assembly Constraints 8-56
Introduction to Positioning with Constraints 8-57
Moving a Component Using the Compass 8-20

Snapping Components 8-21 Inserting an Existing Component with
Positioning 8-58
Fixing a Component in Space 8-22
Assembly Constraints 8-60
Fixing a Component 8-24
Available Constraints and their Symbols 8-61

Student Notes:
Defining a Coincidence Constraint 8-62

Defining a Contact Constraint 8-64 Exercise 8D 8-82
Defining an Offset Constraint 8-65
Creating an Angle Constraint 8-66 Exercise 8E 8-91
Fixing Together Components 8-68
User Setting: Turning On Fix Together Exercise 8F 8-97
Warning 8-69
Disregarding the Fix Together Warning 8-70 Case Study: Assembly Design 8-100
Constraint Rules 8-71
Assembly Assistant 8-72
Updating Constraints 8-73
Options For Updating Assembly Constraints 8-75
Handling Update Errors 8-76

Saving an Assembly Document 8-78
Saving a Document Under Another Name 8-79
Saving All Modified Documents 8-80
Save Management 8-81

Student Notes:
Lesson 9: Designing in Context 9-1

Designing in Context – Step 3 9-35
Working in the Context of an Assembly 9-2 Editing a Part 9-36
Case Study: Designing in Context 9-2 Sketching on a Face of a Component 9-37
Design Intent 9-4 Projecting 3D Elements onto the Sketch
Stages in the Process 9-5 Plane 9-38
Intersecting 3D Elements with the Sketch
Designing in Context – Step 1 9-6 Plane 9-39
Opening an Existing Assembly 9-7 Defining Sketch Constraints Using Other
Desk Option 9-8 Components 9-40
Design and Visualization Mode 9-10 Limiting Features Up to Other Components 9-41
Visualization Mode 9-11 References and Options 9-42
Working in Visualization Mode 9-13
Isolating Features 9-44
Exercise 9A 9-15
Designing in Context – Step 4 9-45
Exercise 9B 9-24 Assembly-Level Features 9-46
Cautions About Designing in Context 9-48
Designing in Context – Step 2 9-28 To Sum Up… 9-49
Inserting a New Model 9-29
Inserting a New Part 9-30 Exercise 9C 9-50
Inserting a New Product 9-32
Inserting a New Component 9-33 Exercise 9D 9-59
Component Properties Revisited 9-34

Exercise 9E 9-66
Case Study: Designing in Context 9-70

Student Notes:
Lesson 10: Drafting 10-1

Generating views using the View Wizard 10-27
Case Study: Drafting 10-2 Repositioning Views 10-30
Design Intent 10-3 Deleting Views 10-35
Stages in the Process 10-4 View Properties 10-36
Introduction to Generative Drafting 10-5 Sheet Properties 10-37
General Process 10-6
Accessing the Workbench 10-7
Drafting – Step 4 10-38
The Drawing Environment 10-8
Drafting Toolbars and Objects 10-9 Dimensions 10-39
Types of Manual Dimensions 10-40
Drafting – Step 1 10-10 Dimensions System 10-42
Setting the Drawing Sheet Format and Types of Dimension Locators 10-43
Drafting Standards 10-11 Dimensioning a Length 10-45
Starting a Drawing with a Blank Sheet 10-12 Dimensioning a Distance 10-46
Dimensioning a Hole 10-47
Dimensioning a True Length 10-48
Drawing Title Blocks 10-14
Dimensioning a Simple Angle 10-49
Dimensioning a Simple Radius 10-50
Types of Views 10-17 Dimensioning a Diameter 10-51
Creating Views 10-18 Dimensioning a Chamfer 10-52
Creating a Front View 10-19 Dimensioning a Thread 10-53
Using the Compass 10-21 Chain Dimensions 10-54

Adding Projection Views 10-24 Stacked Dimensions 10-55
Adding an Isometric View 10-25 Cumulated Dimensions 10-56
View Wizard 10-26 Dimension Properties 10-57
Annotations 10-58

Student Notes:

Master Project A-1
Matching Drawing with Modified 3D Part 10-60
Checking Links to 3D Parts 10-61
Saving a Drawing 10-63 Master Project: Overview A-2
Drafting – Step 6 10-64 Master Project: Part Creation A-6

Printing a Drawing 10-65
Print User Interface 10-66 Master Project: Finalize the Part A-18
To Sum Up… 10-68
Master Project: Create an Assembly A-24
Exercise 10A 10-69
Master Project: Edit a Part in an Assembly A-33
Exercise 10B 10-83
Master Project: Create an Assembly

Exercise 10C 10-88
Drawing A-37
Case Study: Drafting 10-91


CATIA V5 Fundamentals - Lesson 6: Reusing Data
Student Notes:
Lesson 6: Reusing Data
In this lesson, you will learn how to create parts by reusing existing data instead
of creating new features.
Lesson content:
Case Study: Engine
Design Intent
Stages in the Process
Duplicate Features
Transform a Body
Copy and Paste Data
Insert Data From a Catalog
Duration: Approximately 0.5 day
Lesson Content

Student Notes:
Case Study: Reusing Data
The case study for this lesson is the Engine used in the Drill Press assembly (shown below). The
engine is part of the Bloc Engine sub-assembly. This case study focuses on incorporating the
design intent requirements in the creation of the part.

Student Notes:
Design Intent
The engine must meet the following design
intent requirements:
The side fins should be created using a

rectangular pattern.
• This avoids having to create and sketch each
pocket individually.
The hole pattern should be created using a
user-defined pattern.
• This feature can also be created as a
rectangular pattern; however, a user-defined
pattern will enable you to customize the hole
locations.
The model should be partially created by
copying and pasting features.
• This is one way of quickly recreating duplicate
features.
The model should include features from a
catalog.
• This is a typical way to retrieve data from a

source that is accessible to everyone.

Student Notes:
The following steps are used to create the engine:
1. Duplicate features.
2. Transform a body.
3. Copy and paste data.
4. Insert data from a catalog.

Student Notes:
Reusing Data
Step 1: Duplicate To create the Engine, use the

features. following steps:
In this section, you will understand what

1. Duplicate features.
duplicate features are and how to create 2. Transform a body.
them within a part. 3. Copy and paste data.
Step 1 - Duplicate Features

Student Notes:
Introduction to Duplicating Features
A B
CATIA allows the creation of various types
of features; however, some features
always occur multiple times in a model. In
order to avoid having to create each one
individually, duplication tools are used.
Two types are discussed in this lesson:
A. Mirror
• Using the Mirror tool, you can create
one half of a symmetrical part and
duplicate the opposite side about some
reference.
B. Pattern
• Patterns enable you to create several Rectangular
identical features from an existing one, Mirror
pattern
and to simultaneously position them on
a part.

Student Notes:
Mirror
When designing parts, it is a good idea to identify
any areas of symmetry before beginning to model. 1
This enables you to plan and reduce the amount of
work needed by only building half of the part, then
using the Mirror tool to build the other side. You
can also mirror individual features.
2
Use the following steps to create a mirror feature:
3
1. Select the Mirror icon.
2. Select a datum plane or planar surface that
will be the plane of symmetry.
3. Select OK.
2

Student Notes:
Patterns
CATIA allows you to define three different types
of patterns within the Part Design workbench:
A
A. Rectangular pattern
B. Circular pattern
C. User pattern
A B C

1 Student Notes:
Rectangular Patterns (1/2)
Rectangular patterns are linear and can be 2

created in two directions.
Use the following steps to create a rectangular

pattern:
4
1. Select the Rectangular Pattern icon.
2. Select the feature to be patterned. In this
example, a pocket is selected.
3. Select the Parameters type from the pull-
down menu to define how the instances of
the pattern are defined.
a. There are three Parameters options to define a
pattern.
4. Click inside the Reference element field and 4
select a reference (i.e., an axis, plane, line,
planar surface) to define the first direction of
the pattern.
3a

Student Notes:
Rectangular Patterns (2/2)
Use the following steps to create a rectangular

pattern (continued):
5
5. Select Second Direction tab and define

the pattern in this direction using the same
steps.
6. Select OK.
5

Student Notes:
Circular Patterns (1/3)
1
Circular patterns are radial and defined about an

axis. The axis reference can also be defined by
an edge or a normal vector off a planar surface
or datum plane.
2
Use the following steps to create a circular
pattern:
1. Select the feature to be patterned. In this

example, a pad is selected.
2. Select the Circular Pattern icon.
3. Select the Parameters type from the pull-
4
down menu to define how the instances of
the pattern are defined.
a. There are four Parameters options to define
a pattern.
4. Click inside the Reference element field
and select the direction reference(an axis,
plane, line, planar surface). In this example
the face of the pad is the reference

element. 3a 4

Student Notes:
Use the following steps to create a circular
pattern (continued):
5. Specify the number of instances and

angular spacing. 5
6. Select OK to create the pattern.
6

Student Notes:
The Crown Definition tab allows the feature(s) to
be patterned in a radial direction as well as
around an axis. There are three Parameters
options to define the crown.

Student Notes:
User Patterns (1/2)
User patterns use an existing sketch of points
to define the location of the instances.
Use the following steps to create a user

pattern:
1
1. Select the feature(s) to be patterned. In
this example, the Stiffener feature is
patterned.
2
2. Select the User Pattern icon.
3. Pick a sketch of points to define the
instance positions.
3

Student Notes:
User Patterns (2/2)
Use the following steps to create a user pattern (continued):
4. Select OK.
4

Student Notes:
Recommendations for Patterns
In this section, you will find some useful information regarding pattern creation.

Student Notes:
Exploding a Pattern
After a pattern is created, individual instances
may need to be modified such that they are
independent from each other and the original
source feature. The instances of the pattern can
be separated into individual features using the 1
Explode option.
Use the following steps to explode a pattern:
1. Select the pattern in the specification tree.

2. Click the right mouse button.
3. Select object > Explode…
3

Student Notes:
Removing Individual Instances in a Pattern
When you create a pattern, CATIA gives you
the option to remove individual instances
before the pattern is completed.
While the Pattern definition window is open,

click on the centers of the instances that you
do not want to keep. To activate an instance
you removed, click on its center again.

Student Notes:
Keep Specification
When you pattern a feature, the pattern instances
appear identical to the original feature. Use the
Keep specifications option to maintain the
design intent of the original.
In the example below, the pad is created with an

Up to Surface depth. If the Keep specifications
option is not selected, the pattern instances retain
the state of the original feature during pattern
creation.
Without the option set With the option set


Student Notes:
Exercise 6A
30 min
In this exercise, you will create a part that will contain a circular pattern and a
user pattern. The part will be mirrored to create a symmetrical model. Detailed
instructions for this exercise are provided.
By the end of this exercise you will be able to:

Create a circular pattern
Create a user pattern
Create a mirror feature
Exercise 6A

Student Notes:
Exercise 6A (1/10)
1. Create a new part.
To create a new part file select Part from the
New dialog box.
a. Click File > New.
1b
b. Choose Part from the New dialog box.
c. Select OK.
d. Accept the default file name and select 1c 1d
OK.
2. Launch the Sketcher workbench. 2a

Sketches are created in the Sketcher
workbench. It is accessed by choosing a sketch
support and selecting the Sketcher icon.
a. Select plane ZX as the sketch support.
b. Select the Sketcher icon.
2b
Exercise 6A

Student Notes:
Exercise 6A (2/10)
3. Sketch the profile.
This sketch is used as the profile for a shaft
feature.
a. Select the Profile icon.
b. Sketch and constrain the profile as
shown below.
c. Exit Sketcher.
3b
Exercise 6A

Student Notes:
Exercise 6A (3/10)
4. Create a shaft.
Use the sketch as the profile for a shaft feature.
3b
a. Highlight the sketch created in step 3.
b. Select the Shaft icon.
c. Enter in [360] for the First angle.
d. Select OK.
3c
3d
Exercise 6A

Student Notes:
Exercise 6A (4/10)
5. Create a hole. 5a
Using a hole feature instead of a pocket gives
you more flexibility in terms of type and thread
definition.
a. Select the Hole icon.
b. Multi-select the surface and the edge as
5b
shown.
c. Set the depth to Up to Next.
d. Enter [16] as the diameter.
e. Select the Type tab and set to
Countersunk.
f. Enter [4] and [50] for the depth and
angle.
g. Select OK.
5e 5c
5d
5f
5g
Exercise 6A

Student Notes:
Exercise 6A (5/10)
6a
6. Create a hole.
Create a hole that will be patterned later.
a. Select the Hole icon.
b. Select the surface shown.
c. Set the definition as shown.
d. Constrain the position sketch as shown. 6b
e. Select OK.
6e
6d
Exercise 6A

Student Notes:
Exercise 6A (6/10) 7b
7. Create a circular pattern.

Create a circular pattern of the hole feature.
a. Select the hole feature. 7c
b. Select the Circular Pattern icon. 7d

c. Enter [4] for the number of instances.
d. Enter [90] for the angular spacing.
e. Click inside the Reference Element field
and select the shaft face as the
reference element.
f. Select OK.
7f
7e
Exercise 6A

Student Notes:
Exercise 6A (7/10)
8a
8. Create a sketch.
Create a sketch of points that will be used as a
reference for a User Pattern later. 8b
a. Select the Sketcher icon.
b. Select the surface to define the sketch
support.
c. Create and constrain three points as
shown.
d. Exit sketcher.
8c
Exercise 6A

Student Notes:
Exercise 6A (8/10)
9a
9b
9. Create a pocket.
Create a pocket to define the feature that will
be duplicated with a user pattern. This could
have also been created using a hole feature.
a. Select the Sketcher icon.
b. Select the surface.
c. Create and constrain the profile.
d. Select the Pocket icon.
e. Set the following pocket definition 9d
f. Select OK.
9f
Exercise 6A

Student Notes:
Exercise 6A (9/10)
10b
10. Create a user pattern.
Use the sketch of points to define the location
of the pockets.
a. Select the pocket.
b. Select the User Pattern icon.
c. Select the sketch of points.
d. Select OK. 10c
10d
Exercise 6A

Student Notes:
Exercise 6A (10/10)
11. Create a mirror feature
Mirror the entire part to create a symmetrical 11a
model.
a. Select the Mirror icon.
b. Select the yz plane.
c. Select OK. 11b
12. Save and close the file. 11c

Exercise 6A

Student Notes:
Exercise 6A: Recap

Create a user pattern
Create a mirror feature
Exercise 6A

Student Notes:
Exercise 6B
15 min
In this exercise, you will practice creating and manipulating patterns. High-level
instruction for this exercise is provided.
By the end of the exercise you will be able to:

Create a rectangular pattern
Remove instances from a pattern
Explode a pattern
Modify an instance of the pattern
Exercise 6B

Student Notes:
Exercise 6B (1/3)
1
You will be opening up an existing part,
creating a rectangular pattern, removing some
instances, exploding the pattern, and
modifying some instances of the pattern.
1. Open the file Ex6B.CATPart.

2. Create a rectangular pattern of
Pocket.1. 2
Exercise 6B

Student Notes:
Exercise 6B (2/3)
3. Remove the following instances from
the pattern.
Exercise 6B

Student Notes:
Exercise 6B (3/3)
4. Explode the pattern.
4
5. Modify the two pockets as per the
following sketch.
6. Save and close the file.
5
Exercise 6B

Student Notes:
Exercise 6B: Recap
Create a rectangular pattern

Remove instances from a pattern
Explode a pattern
Modify an instance of the pattern
Exercise 6B

Student Notes:
Exercise 6C
25 min
In this exercise, you will use the new skills you have gained to create a part
containing a circular pattern. You will use the tools used in previous exercises
to complete this exercise with no detailed instruction.

Create a new part
Exercise 6C

Student Notes:
Exercise 6C
Create the part below:
Exercise 6C

Student Notes:
Exercise 6C: Recap
Create a new part

Create a circular
pattern
Exercise 6C

Student Notes:
Reusing Data
Step 2: Transform a To create the Engine, use the

Body. following steps:
In this section, you will understand what 1. Duplicate features.

transformations are and how to apply 2. Transform a body.
them to features in a part. 3. Copy and paste data.
Step 2 - Transform a Body

Student Notes:
Introduction to Transformation Features (1/2)
As you create a model, you may need to
occasionally move features. This is
accomplished using transformation features. A B C
These features enable you to move a body by
translating it along an axis, rotating it round an
axis, or moving it symmetrically about a plane.
There are three types of transformations A

features:
A. Translate
B. Rotate
C. Symmetry
B

Student Notes:
Introduction to Transformation Features (2/2)
The Translate, Rotate, and Symmetry
transformation features do not modify the
geometry as it moves; it only affects the
location. The Scaling transformation feature,
however, scales the geometry using a center
point and a ratio value.
Scaling

Student Notes:
Using Transformation Features
Transformations are useful when you have

created some geometry and you decide that it
needs to be moved or rotated into a specific
position.
There are some cases where it is not easy to

create geometry in the expected plane
because it requires the use of geometry not in
that plane. You can create the geometry in a
different plane, then rotate or translate it to its
required position.

Student Notes:
Translation (1/2)
The Translation tool allows you to move a body in
a linear direction. You may define the translation
vector in the following three ways:
A. Direction, distance
• Moves the body a distance along a linear
direction defined by a reference, such as
an edge or plane.
B. Point to point
• Moves the body from one point to
another. The relative position of the body
with respect to the end point is the same
as it was with respect to the start point.
C. Coordinates
• Moves the body with respect to a
Cartesian coordinate system.

Student Notes:
Translation (2/2)
1
Use the following steps to perform a Direction,
distance translation:
1. Select the Translation icon.

2. A warning message appears. Select Yes.
2
3. Define a direction by selecting an axis, line,
plane, or planar surface. For this example, the
indicated edge was selected to define the
direction. 3
4. Enter a distance value.
5. Select OK.
4

Student Notes:
Rotation
1
An axis and an angle are required to define a
Rotate transformation.
Use the following steps to rotate a body:

2
1. Select the Rotation icon.
2. A warning message appears.Select Yes
3. Define the Axis reference by selecting a
3
line or axis. For example, the indicated
edge was selected as the rotation axis.
4. Enter the rotation angle.
5. Select OK.
4

Student Notes:
Symmetry (1/2)
The Symmetry option enables you to mirror a
body without duplication. To apply the feature
it only requires one reference to mirror about. A
Any of the following may be used as a

reference:
A. Plane or plane surface

B. Point B
C. Segment
C

Student Notes:
Symmetry (2/2)
Use the following steps to apply symmetry on
a body:
1. Select the Symmetry icon. 1

2. A warning message appears. Select Yes.
3. Select a reference. In this example, a
plane was selected.
4. Select OK.
2
3

Student Notes:
Scaling
The Scaling option allows the ability to shrink
or expand an entire body based on a single 1
point as a reference. Use the following steps to
create a Scaling feature:
1. Select the Scaling icon. 2
2. Select the reference point.

3
3. Modify the scaling ratio.
4. Select OK.

Student Notes:
Recommendations for Transformations
You will learn about specific methods and recommendations on

Transformations.

Student Notes:
Differences in Transformations
Transforming a body can be done using the transformations tools or using the compass. Using the
compass to move items is discussed in an upcoming lesson.
Immediately upon selecting any transformation tool a Question panel appears, as shown below.
Selecting Yes will proceed to the use of the Transformation as selected. The message in the
panel reminds you that you can also transform a body by using the Compass. This is useful since
you cannot use a Transformation to transform sketched geometry, but you can using the
Compass.

Student Notes:
Scaling the Part to Define Mold “Shrink”
A part gets scaled differently depending on the type of element used as the reference.
If a point is used, the scaling is done using the same scaling ratio in all three directions.
In the design of the model for an injection molded plastic part, the design part will often be
scaled up to account for material shrinkage upon cooling. Depending on the material, the
part may shrink by different amounts in each direction.
In these situations, you cannot use a point as the reference. You must use a plane or planar
face features. This will scale the part only in a direction normal to that plane. You can then
do three separate scaling transformations in each of three directions which will properly
define the shrink in all three directions.

Student Notes:
Contextual Menus A
As mentioned in previous lessons CATIA has

contextual pop-up menus. Here are some
examples available when creating
transformations:
A. You can define the Direction of

transformation using the contextual menu
on the Direction field.
B. You can define the Reference of
symmetry using the contextual menu on
the Reference field.
C. You can define the Axis of Rotation using B
the contextual menu on the Axis field.
C

Student Notes:
Reusing Data
Step 3: Copy and Paste To create the Engine, use the

Data. following steps:
In this section, you will learn how to use 1. Duplicate features.

the copy and paste commands to 2. Transform a body.
duplicate features from within a model 3. Copy and paste data.

and from one model to another.
Step 3 - Copy and Paste Data

Student Notes:
Copy and Paste (1/4)
Features can also be duplicated by copying

and pasting them within a part. The pasted
feature is identical and completely independent
of the original feature.
Use the following steps to perform a copy and

paste:
1. Select the feature to be copied.

3. Select Copy.

Student Notes:

paste (continued):
4. Select the Part body in which to paste the 4

feature.
6. Select Paste. As mentioned previously,
the pasted feature is an exact duplicate of
the original feature, including its
placement on the model. Therefore, its
position needs to be modified.

Student Notes:

paste (continued):
7. Double-click sketch.3.
8. Modify its position.
9. Exit Sketcher.
7
8

Student Notes:
Features can also be copied between separate

part files. The procedure is the same as
copying and pasting within a single part.
To perform this operation, you need to pay
attention to the references that were used to
construct the original feature. In order for the
paste to be successful, the same type of
references must also exist in the target part
file; otherwise the pasted feature will fail.
Some references are considered equivalent.

For example, instead of selecting a face on the
PartBody in the target part to paste the pad
feature, you can select a surface to paste to.
What this does is change the sketch support of
the pad’s sketch to the surface you just
selected.

Student Notes:
Reusing Data
Step 4: Insert Data from a To create the Engine, use the

Catalog. following steps:
In this section, you will learn how to 1. Duplicate features.

insert data from a catalog. 2. Transform a body.
3. Copy and paste data.

Step 4 - Insert Data from a Catalog

Student Notes:
Introduction to Catalogs (1/2)
Catalogs are sets of features or components that are designed to be used as a library of
information. You can retrieve these stored items and avoid having to recreate geometry that is
frequently used.

Student Notes:
Introduction to Catalogs (2/2)
In Part mode, features can be stored as power
copies or user features.
A User Feature is a group of feature(s) that

exist as one entity. When placed in a model it
is represented by a single feature.
A Power copy is also a group of feature(s) that

exist as one entity. However when placed in a
User Feature placed in a model
model the original order and state of the
features are preserved. This gives better
flexibility in terms of modifiability after
placement of the power copy.
These two are stored in the part they were

created in, but also can be saved into a
catalog. Instantiating the items can be done
from the stored catalog or the part the power
copy and user feature were created in.
power copy placed in a model

Student Notes:
Power Copy (1/3)
A power copy can consist of a feature or group of
features. It differs from a typical copy because it
allows the user to address references of the
copied features when pasting it into its new
location. The references are controlled through
inputs and parameters.
Use the following steps to create a power copy

within a part:
1
1. Click Insert > Knowledge Templates >
power copy.
2. The Powercopy Definition window opens at
the Definition tab where you can customize
the name of the power copy and select the 2
features to include.

Student Notes:
Power Copy (2/3)
within a part (continued):
3. Select the features to include in the

power copy from the specification tree. 3
As you select features, they appear on
the selected components window. Their
respective references determine the
inputs that are required to place the
power copy.
4. On the Inputs tab, you can create custom
names for the inputs. Descriptive names
can make placing the power copy more
intuitive.

Student Notes:
Power Copy (3/3)
within a part (continued):
5. On the Parameters tab, you can specify

variable parameters. These are
parameter values that you wish to make
modifiable when placing the power copy.
To make a parameter variable, select the
6
parameter in the list and select the
Published option.
6. On the Icon tab, you have the ability to
customize the particular type of icon that
appears next to the power copy feature in
the specification tree. As well, you can
add a preview of the power copy to help
identify the geometry.

Student Notes:
User Feature
The process used to create user features is
also used to create a power copy; however,
more tabs are available in the Userfeature
Definition window.
The Outputs tab enables you to specify which

feature is the main output result of the user
feature. You can also add a separate feature
to be included along with the main result.
The Type tab enables you to assign a

particular type to the user feature so that it
behaves like any other type, and can be
searched for in the specification tree.

Student Notes:
Catalog Creation
Once a power copy or user feature is created, it can be
stored in the form of a catalog, outside the part file in 1
which it was created.
Use the following steps to create a catalog of a power

copy:
1. Select the power copy feature in the tree.

2. Click Insert > Knowledge Templates >Save in
Catalog.
3. Specify a name and location for the catalog.
4. Select OK.
4

Student Notes:
Inserting Catalog Items (1/3)
Once a catalog is created, its contents can be
inserted into any document as long as the
input requirements are met. 1
Use the following steps to insert a catalog

item:
1. Select the Catalog icon.

2
2. Select the Browse another catalog icon.

Student Notes:
Use the following steps to insert a catalog item
(continued):
3. Locate the catalog file that contains the

power copy you wish to place.
4. Select Open.
5. Open the catalog (e.g., PowerCopy). 4
6. Open the chapter (e.g., 1 input).
7. Double-click on the power copy (e.g.,
PowerCopy1.).

Student Notes:
Use the following steps to insert a catalog item
(continued):
8. The Insert Object window opens. The

inputs required to place the power copy
are listed, and a preview of the previous
reference is displayed.
9. For this example, the required reference
is a surface. Select the corresponding
face on the current model.
10. Select OK.
9
10

Student Notes:
To Sum Up…
Using the knowledge learned in this lesson, you
should be able to create the Engine.
The engine will require the following:
Creation of features through Duplication

Transformation of a body
Copying and Pasting data
Insert data from a catalog.

Student Notes:
Exercise 6D
15 min
In this exercise, you will use the transformation techniques learned in this
chapter to manipulate a robot hand part. The part body will be transformed
relative to the part origin. You will also add features from other models using the
copy and paste technique and catalogs. Detailed instruction for this exercise is
provide.

Create a part symmetry
Create a part rotation
Create a part scale
Cut and paste a feature between two parts
Add a feature from a catalog
Exercise 6D

Student Notes:
Exercise 6D (1/9)
1a
1. Open the file Ex6D.CATPart.

• Start this exercise by opening an existing part that contains
a model of a right robot hand.
a. Click File > Open.
b. Browse to the exercise file directory.
c. Select Ex6D.CATPart.
d. Select Open to open the file.
2. Perform a Symmetry operation. 2a

• Use the Symmetry tool to create a left hand from the
existing part. Use the zx plane as the symmetry plane.
a. Select the Symmetry icon.
b. Select Yes from the prompt that asks if you want
to keep the transformation specifications.
2b
Exercise 6D

Student Notes:
Exercise 6D (2/9)
2. Perform a Symmetry operation (continued).
c. Right-click on the reference field of the Symmetry

Definition window and select ZX Plane.
d. Select OK to complete the symmetry.
2c
Exercise 6D

Student Notes:
Exercise 6D (3/9) 3a
3. Perform a Rotation operation.

• Rotate the left robot hand to point the thumb upwards.
a. Select the Rotation icon.
b. Select Yes from the prompt that asks if you
want to keep the transformation specifications.
3c
c. Right-click on the Axis field of the Rotate
Definition window and click X Axis.
d. Enter [180deg] for the rotation angle.
e. Select OK to complete the rotation.
Exercise 6D

Student Notes:
Exercise 6D (4/9)
4b
4. Copy and paste a feature from another model.

• Open another part and copy the mounting pocket feature.
Paste it into the current model.
a. Click File > Open and select the file
Ex6Dreference.CATPart.
b. From the specification tree, select the Pocket.1
feature and click Copy from the right mouse
button pop-up menu.
c. Switch windows and make Ex6D.CATPart active.
d. Select the mounting surface of the robot hand and
click Paste from the right mouse button pop-up
menu.
e. Select the Update icon if necessary to see the
copied feature.
4d
4e 4d
Exercise 6D

Student Notes:
Exercise 6D (5/9)
5a 5b
5. Perform a Scale operation.
• Double the size of the robot hand using the Scale tool.
a. Select on the Scale icon.
b. Select the coordinate system origin as the
scaling reference.
c. Enter [2] for the scaling Ratio.
d. Select OK to complete the Scale.
5c
Exercise 6D

Student Notes:
Exercise 6D (6/9)
6a
6. Insert a feature from a catalog.

• Open an existing catalog that contains a hole feature.
Placed the hole feature onto the robot mounting surface
by selecting the prompted references. 6b
a. Select the Catalog icon.
6d
b. Select the Open icon and browse to the exercise
files folder.
c. Select MountingHoles.catalog and select Open.
d. Double-click on PowerCopy in the catalog window
e. Double-click on 3 inputs.
f. Double-click on MountingHoles and a Insert
Object window opens.
6e
6f
Exercise 6D

Student Notes:
Exercise 6D (7/9)
6. Insert a feature from a catalog (continued).
g. Select the robot hand mounting surface as the

Holeplacementface reference.
h. Select the the z axis as the vertical reference.
6g
i. Select the top circular edge of the mounting surface
as the circular reference.
j. Toggle the reference direction on the circular
reference by clicking on the green arrow.
6i
6h
Exercise 6D

Student Notes:
Exercise 6D (8/9)
k. Select OK to finish placing the catalog hole.

l. In the catalog window, double-click on the
MountingHole feature again and place another
6m
hole on the other side of the robot mounting
surface.
m. Select on the robot hand mounting surface as
the Holeplacementface reference.
n. Select the z axis as the vertical reference.
o. Toggle the direction of the z axis by clicking the
green arrow.
6n
Exercise 6D

Student Notes:
Exercise 6D (9/9)
p. Select the bottom circular edge of the mounting

surface as the circular reference.
q. Toggle the reference direction on the circular
reference by clicking on the green arrow. 6p
r. Select OK to finish placing the catalog hole.
s. Select Close on the catalog window.

Exercise 6D

Student Notes:
Exercise 6D: Recap
Perform a symmetry on a part.

Copy and Paste a feature from another part.
Perform a rotation on the part.
Scale the part
Place a feature from a catalog
Exercise 6D

Student Notes:
Exercise 6E
10 min
In this exercise, you will modify an existing pattern by exploding and removing
instances. You will also copy and paste one of the exploded instances and make
changes to the copied feature. High-level instruction for this exercise is
provided.

Explode a pattern
Remove instances of the pattern
Copy and paste features
Modify copied features.
Exercise 6E

Student Notes:
Exercise 6E (1/3)
1
In this exercise, you will open an existing part

file and manipulate instances of a pattern.
1. Open Ex6Econeholder.CATPart.
• Open an existing part file using the Open
tool and investigate the features in the
specification tree.
2
2. Edit the pattern and remove instances.
• Remove two instances of the pattern by
clicking on the pattern instance dots.
Note that the fillet feature will fail because
it was created after the pattern feature. 2
Removing instances of the pattern also
removes references for the fillet feature.
Select Edgefillet.10, select Edit, and
select OK to remove the missing
references. Select OK to the Edge Fillet
definition dialog box.
Exercise 6E

Student Notes:
Exercise 6E (2/3)
3
3. Explode the pattern.
• Explode the pattern and notice that the fillet
and shell feature, that were created after the
pattern, are not deleted.
4. Copy and paste an instance.

• Copy Pad.2 and paste it into the same part.
5. Modify the copied instance.

• Edit the sketch for the copied pad and move
the sketch towards the middle of the part.
Change the pad length to [100mm].
4
5
Exercise 6E

Student Notes:
Exercise 6E (3/3)
6. Add a draft and fillet to the instance.
• Add an [8 degree] draft draft and [5mm]
fillets to the copied instance.
7. Save and close the part.

6
Exercise 6E

Student Notes:
Exercise 6E: Recap
Remove pattern instances

Explode pattern
Copy and paste a pad instance
Modify the copied pad
Create a draft and fillets
Exercise 6E

Student Notes:
Exercise 6F
30 min
In this exercise, you will create a phone model. You will use the tools you have
learned in this lesson to complete the exercise with no detailed instruction.

Create a pattern
Remove instances of a pattern
Insert a feature from a catalog
Create a symmetry transformation
Exercise 6F

Student Notes:
Exercise 6F
X
Y
Exercise 6F

Student Notes:
Exercise 6F: Recap
Create symmetry part

Create a pattern
Remove instances of a
pattern
Insert a pocket feature
from a catalog
Exercise 6F

Student Notes:

You will practice what you learned by completing the case study model using
only a detailed drawing and hints as guidance.
35 min
In this exercise, you will create the case study model. Recall the design intent of
this model:
The side fins should be created by a rectangular pattern.
The hole pattern should be created by a user pattern
The model should be partially created by copying and pasting features
The model should include features from a catalog.
Using the techniques you have learned in this and previous lessons, create the
model without detailed instruction.

Student Notes:
Do It Yourself: Drawing of the Engine (1/3)
The following steps offer useful hints to guide
you through the creation of the engine part:
1. Open CaseStudy.CATPart.
2. Create a rectangular pattern for the side
fins.
3. Create a user pattern for the hole pattern.

Student Notes:
you through the creation of the engine part
(continued):
4. Create copies of Pad.3, Pad.5 and Hole.1

one after the other and paste them one
by one into the model.
5. Move the pasted features into a separate
body by selecting the features, and
selecting Insert into new from the right
mouse button pop-up menu.
6. Translate the body a distance of [40] in
the X direction.

Student Notes:
you through the creation of the engine part
(continued):
7. Insert data from the supplied

CaseStudy.catalog.
8. Reorder the catalog Shaft feature to
occur before Pocket.4 in order to have
the pocket feature applied to the catalog
geometry.

Student Notes:
Case Study: Engine Recap
The side fins should be created by a

rectangular pattern.
The hole pattern should be created by a user
defined pattern.
The model should be partially created by
copying and pasting features.
The model should include features from a
catalog.

CATIA V5 Fundamentals - Lesson 7: Finalizing Design Intent
Student Notes:
Lesson 7: Finalizing Design Intent
In this lesson, you will learn how to analyze a model and create formulas.
Lesson content:
Case Study: Finalizing Design Intent
Design Intent
Applying Material Properties
Analyzing the Model
Formulas
Lesson Content

Student Notes:
The case study for this lesson is the table used in the Drill Support assembly and shown below.
The table is part of the Stand sub-assembly. This case study focuses on applying material to the
model, analyzing its mass properties, verifying dimensions, and creating formulas to ensure
design intent is maintained when modifications are applied.

Student Notes:
Design Intent (1/2)
The table must meet the following design
intent requirements:
The model must be made of aluminum.

• The material selected for this part is
aluminum. The material properties of
aluminum in the CATIA library will meet the
requirements.
Model geometry must adhere to the
following criteria (which can be verified
using measurement tools and enforced
using formulas):
a L
a. Create a hole that is always 2mm above
the top of the bottom oblong holes and
centered horizontally.
b. Overall width must be 80% of the length
(L).
b

Student Notes:
Design Intent (2/2)
Model geometry must adhere to the
following criteria (continued):
c. The thickness of the model is always 1%
the length (L).
d. The thickness of the ribs is two times the
thickness of the model.
L

Student Notes:
Use the following steps to finalize the design intent:
1. Apply material properties.

2. Analyze the model.
3. Create formulas.

Student Notes:
Finalizing Design Intent
Step 1: Apply material To finalize the table, use the

properties. following steps:
In this section, you will learn how to

apply and view material on your model. 2. Analyze the model.
3. Create formulas.
Step 1 - Apply Material Properties

Student Notes:
Material Properties
Material can be applied to any part in CATIA.
The material properties (e.g., density) affect the
mass properties of the part. CATIA has a
default library of materials already installed.
Your company may also have custom materials
created to conform to your requirements.

Student Notes:
Applying Material Properties (1/2)
1
To apply a material to a model, use the

following steps:
1. Select the part in the specification tree 2

2. Select the Apply Material icon.
3. Select the material (e.g., Aluminum from
the Metal tab).
4. Select Apply Material.
5. Select OK. The material is added to the 3
model.
5 4

Student Notes:
Applying Material Properties (2/2)
1
Material properties can be altered using the
following steps:
2
1. Select the material in the specification
tree.
2. Click Properties from the right mouse
button pop-up menu.
3. Select the Analysis tab to change the 3
material properties.
4. Select OK to apply the changes to the
material properties.
4

Student Notes:
Viewing Material on the Model
You can view the material on the model using
a customized view. To view the material use
the following step:
1. Click View > Render Style > Shading

with Material or select the Shading with
material icon.
2. The material is rendered onto the model.
2
1

Student Notes:
Step 2: Analyze the To finalize the table, use the

model. following steps:
In this section, you will learn how to use 1. Apply material properties.
the measurement tools available in 2. Analyze the model.
CATIA. 3. Create formulas.
Step 2 – Analyze the Model

Student Notes:
Analysis Tools
Several tools are available inside the Part Design workbench to analyze a model.
There are three types of measure tools in the Measure toolbar :

A. The Measure Between tool measures the distance between elements in a model.
B. The Measure Item tool measures a specific element in a model.
C. The Measure Inertia tool calculates the mass properties of the model.
All measurements can be saved in the specification tree by selecting the Keep
Measure option.
A B C

Student Notes:
Element Selection (1/2)
When you are selecting elements for A
measurement, the cursor icon indicates the
type of element being selected. The following B
types of elements may be indicated:
A. Cylindrical surface
B. Plane or planar surface
C. Arc center C
D. Line
E. Point
D
This helps to ensure that you are selecting the

intended element to measure.

Student Notes:
Element Selection (2/2)
Another way to ensure you are selecting the intended element is to isolate the type of element you
want. This is done using the selection mode pull-down menus.

Student Notes:
Measure Between Modes
A
Measure between modes is used to measure
between two elements in a model.
There are three different modes:
A. In Standard Mode, both elements must
be selected with each measurement.
B. In Fan Mode, measurements are made
between the first element selected and B
each element selected thereafter.
C. In Chain Mode, the second element
selected for a measurement automatically
becomes the first element for the next
measurement.
C

Student Notes:
Measure Between (1/2)
Use the following steps to measure between 1
elements a model:
2
1. Select the Measure Between icon.
2. Select the Definition type. In this
example, Standard Mode is selected.
3. Select the reference element.
4. Select the target element.
3

Student Notes:
Measure Between (2/2)
Use the following steps to measure between
items in a model (continued):
5. Minimum distance and angle are

displayed on the model and in the results 5a
dialog box.
6. Select the Keep Measure option to save
the measurement.
7. Select OK to complete the measurement.
8. If the Keep Measure option was selected,
the measurement remains on the model
and is added to the specification tree.
5b
6
8 7

Student Notes:
Measure Item (1/2)
The Measure Item tool lets you measure
individual geometric elements. Use the 1
following steps to measure an item:
2
1. Select the Measure Item icon.
2. Select the geometric element to be
measured.
3. The properties of the selected geometric
elements are displayed on the model and
in the results window.
3b
3a

Student Notes:
Measure Item (2/2)
Use the following steps to measure an item
(continued):

the measurement.
6. If the Keep Measure option was selected,
the measurement remains on the model
and is added to the specification tree. 4 5

Student Notes:
Components Option (1/2)
By default, measurements report the the shortest distance between two elements. To obtain the
component distances (i.e., distances in the X, Y, and Z directions) relative to a coordinate system,
select Customize and select the Components option. The component distances are displayed in
the Results section.

Student Notes:
Components Option (2/2)
The default X, Y, and Z directions are based on the default axis system for the model. You can
choose an alternate axis system using the Other Axis option. The component distances of the
measurement are then based on the selected axis.
User-defined axis
Default Axis

Student Notes:
Mass Properties A
Mass properties can be calculated using the

Measure Inertia tool. This tool can measure
the following:
A. 3D properties, which are calculated on

surfaces (e.g., feature faces) and B
volumes (e.g., features and PartBodies).
B. 2D Properties, which are calculated
inertia properties on planar 2D surfaces.
The results of 3D and 2D inertia calculations

can be customized to report the desired
results. The Measure Inertia Customization
window displays the types of results that can
be reported, including mass properties (e.g.,
volume, mass, and center of gravity).

Student Notes:
Measure Inertia (1/2)
Use the following steps to calculate 3D mass
properties with the Measure Inertia tool:
2
1
1. Select the Measure Inertia Icon.
2. Select the PartBody from the
specification tree.
3. Review the results in the display window.
4. The center of gravity is displayed on the
model.
4

Student Notes:
Measure Inertia (2/2)
Use the following steps to calculate 3D mass
properties with the Measure Inertia tool
(continued):
5. If required, select Customize to change

displayed results.
the results.
6
7. Select OK to complete the measurement. 5
5

Student Notes:
Creating Measurement Geometry (1/2)
All measurement tools have an option to
create geometry. Points, lines, and axis
systems can be created to illustrate the
measurement.
By default, the resulting measurement

geometry is associative. Should the element(s)
referenced by the measurement geometry
change, it updates accordingly. This can be
made non-associative, so that the
measurement geometry remains static when
changes occur in the model.
Second point
Line
First point

Student Notes:
Creating Measurement Geometry (2/2)
Use the following steps to create 1
measurement geometry:
5
1. Activate the measurement tool and 4

perform the measurement.
2. Select the Keep Measure option. 6
3. Select Create Geometry. 2

4. Select the icon that corresponds to the 3
7
geometry needed. When performing a
Measure Inertia, for example, you have
the option of creating a point at the center
of gravity or an axis system.
5. Set Associativity.
6. Select OK.
8
8. The measurement geometry is added to
the model and to the specification tree.
8

Student Notes:
Update
When the Keep Measure option is selected,
the measurement is added to the model.
Although the measurement is associative, by
default, it will not update automatically with
changes to the model. If a measurement
needs to be updated, the Measurement icon in
the specification tree is displayed with the
Update symbol, as shown. Right mouse click
on the measurement and click Local Update.
To automatically update measurements, apply

the Automatic Update option from Tools >
Options > Infrastructure > Part
Infrastructure > General.

Student Notes:
Exercise 7A
15 min
In this exercise, you will take measurements of an existing model. You will
practice using the measurement tools and learn when to use each type. Detailed

Apply material to a model
View material on a model
Take measurements on an element
Take measurement in between elements
Calculate mass properties of a model
Exercise 7A

Student Notes:
Exercise 7A (1/11) 2a
1. Open existing part file. 2b

• The part used in this exercise has already been
created for you.
a. Select the Open icon.
b. Open Ex7A.CATPart.
2. Apply material to the model.

• The model is to be made of steel. 2c
a. Select the part on the specification tree.
b. Select the Apply Material icon.
c. Select the Metal tab.
d. Select Steel.
e. Select Apply Material.
f. Select OK to close the dialog box.
2d
2f 2e
Exercise 7A

Student Notes:
3. View material.
• To view the material on the model, use the
Shading with Material view mode.
a. Select the Shading with Material icon.
b. Return back to Shading with Edges.
4. Measure arc length.

4a
• Use the Measure Item tool to determine the
arc length of a filleted corner.
a. Select the Measure Item icon.
b. Place the curser over the arc until the
curser changes to the icon shown.
Left mouse click to accept the
element, and read the results.
c. Select the Keep Measure option.
d. Select OK to close the dialog box.
4c
4d
4b
Exercise 7A

Student Notes:
Exercise 7A (3/11)
5a
5. Measure the angle between two
elements.
• Use the Measure Between tool to determine
the angle between the bottom surface and
the drafted sides.
a. Select the Measure Between icon.
b. Select the bottom surface.
c. Select the side surface.
d. The system calculates the distance
between these two elements. 5b
e. Select Customize.
5c
5e
Exercise 7A

Student Notes:
Exercise 7A (4/11)
5. Measure the angle between two
elements (continued). 5f
f. Clear the Minimum distance/Curve

length option and verify that the Angle
option is selected.
g. Select OK.
h. Select Keep Measure option , if not 5g
already selected.
i. Select OK.
5h
5i
Exercise 7A

Student Notes:
Exercise 7A (5/11)
6. Measure between two elements.
• Use the Measure Between tool to calculate
6a
distance.
b. Select the side face.
c. Place your curser over the first hole
until an infinite line displays; this is
the hole’s implicit axis. Left mouse
click once the axis displays.
d. The required measurement is the
distance between these two elements
in the X direction. Currently, the
measurement calculated is the angle
between the two elements.
6c
6b
Exercise 7A

Student Notes:
Exercise 7A (6/11)
6f
6. Measure between two elements
(continued).
e. Select Customize. 6f
f. Select the Components and Minimum

distance/Curve length options. Clear
the Angle option.
g. Select OK.
h. Notice that the X, Y, and Z distance
are now displayed. The X distance is
required. By selecting the Keep
Measurement option, the components
are added to the specification tree. In
this case, however, you are required
to display the X direction distance
directly on the model. To do this, you
need to create a reference plane.
i. Select Customize and clear the
Components option.
j. Select OK. 6h
k. Select Cancel.
Exercise 7A

Student Notes:
Exercise 7A (7/11)
7. Create a reference plane.
• Create a reference plane through the edge
and normal to the YZ plane so that the
distance in the X direction can be calculated
and displayed on the model.
a. Select the Plane icon. If you cannot
find the icon, enter [c:plane] in the
power input line.
b. Create a plane that is normal to the
YZ plane and through the vertex.
7b
Exercise 7A

Student Notes:
8c
8. Use Measure Between in Fan Mode.

• Use the Measure between tool in Fan mode to
calculate multiple dimensions.
a. For clarity, hide the existing
measurements.
b. Select the Measure Between icon.
c. Select Measure Between in Fan Mode.
d. Ensure the Keep Measure option is
selected.
8d
e. Select the plane created in the last
step as the first element.
8i
f. Select the center of the hole as the
next element.
g. Select the center of the next hole as
the next element.
8e
h. Select the edge as the final element. 8f 8g 8h
i. Select OK.
Exercise 7A

Student Notes:
9b
9. Use Measure Between in Chain Mode.

• Use the Measure between tool in Chain mode
to calculate multiple dimensions.
b. Select Measure Between in Chain
Mode.
c. Ensure the Keep Measure option is
selected.
d. Select the plane created in the last 9c
step as the first element.
e. Select the center of the hole as the 9g
next element.
f. Select the center of the next hole as
the next element.
g. Select OK.
9d
9f 9e
Exercise 7A

Student Notes:
Exercise 7A (10/11)
10b
10. Calculate Mass Properties. 10c

• Use the Measure Inertia tool to determine
the mass properties of the model.
a. For clarity, hide the existing
measurements.
b. Select the Measure Inertia icon.
c. Select PartBody on the specification
10e
tree. The results display.
d. Select the Customize icon.
e. Calculate only the volume, mass,
and the center of gravity.
f. Select OK.
10f
Exercise 7A

Student Notes:
Exercise 7A (11/11)
10. Calculate Mass Properties (continued).
• Use the Measure Inertia tool to determine
the mass properties of the model.
g. Select Create Geometry.
h. Create an associative axis system.
The created axis system is located at
the center of gravity.
i. Select OK.
j. Select OK in the Measure Inertia 10g
window.
10j
11. Save and close the model.
10h
10i
Exercise 7A

Student Notes:
Exercise 7A: Recap
Apply material properties

View material on the model
Take measurements
Calculate mass properties
Exercise 7A

Student Notes:
Exercise 7B
15 min
In this exercise, you will use the measurement tools to determine specific
dimensions on an existing model. High-level instruction for this exercise is
provided.

Take measurements
Exercise 7B

Student Notes:
Exercise 7B (1/2) 3
1. Open Ex7B.CATPart.
2
2. Apply Iron material to the model.
3. View the applied material.
4. Determine the width of the part.
Wi
dt h
4
Exercise 7B

Student Notes:
Exercise 7B (2/2)
7
5. Calculate the distance between the
three center points of the three holes.
6. Determine the mass of the model.
7. Measure the angle as shown.
8. Save and close the file. 5

Exercise 7B

Student Notes:
Exercise 7B: Recap

Take measurements
Exercise 7B

Student Notes:
Step 3: Create formulas. To finalize the table, use the

In this section, you will learn how to following steps:
create formulas to better control the
design intent of your model. 2. Analyze the model.
3. Create formulas.
Step 3 – Create Formulas

Student Notes:
Formulas
All features and elements in CATIA are
unique. As features are created, they receive a
unique identifier (parameter). Dimensions and
constraints are also given a unique identifiers.
Additional parameters are created for the
material, saved measurements, etc.
These parameters can be used to create

formulas. Formulas are equations that typically
relate one parameter to another, and can be
used to ensure design intent is maintained.
Formulas are stored under the Relations

branch of the specification tree. User-defined
parameters are stored under the Parameters
branch of the tree.

Student Notes:
Identifying Parameters
Internal identifiers are associated with each
parameter in CATIA. It can often be difficult to
determine what parameter is required based
on its internal identifier.
When a feature is selected from the

specification tree or directly on the model, all
parameters associated with the feature appear
in the Formula or Formula Editor window, as
well as display on the model.
Selecting a parameter from the window or the

model will highlight it on the other.

Student Notes:
Renaming Parameters
1
Parameters can be renamed using the
Formula window. It is helpful to rename
system-generated parameters to more
meaningful names, as this helps locate
parameters and better understand formulas.
Use the following steps to rename a

parameter:
2
1. Select the Formula icon.
2. Locate the parameter in the parameters
window.
3. Replace the name in the Edit Name or
Value of current parameter field with a
3
more meaningful name.
4. Select Apply to confirm the change.
5. Select OK to close the window.
5 4

Student Notes:
Filters
The Formulas and Formula Editor windows
have filters that can be used to find a
specific parameter quickly.
In the Formula window, you can filter by

Name or Type. In the Formula Editor
window, you can help narrow the search
for the correct parameter by using the
Dictionary, Members of Parameters, and
Members of All columns.
If you have renamed your parameters,

consider using the Renamed Parameter
filter to quickly display only renamed
parameters in the model.

Student Notes:
Creating Formulas
A
A common use for formulas is to relate one
dimension to another. There are two methods
to drive a dimension by a formula:
A. Use the formula window.

B. Edit the dimensional value.
B

Student Notes:
Creating a Formula Using the Formula Window (1/2)
In the example shown, the length of the box is Lengt
equal to two times the width of the box. h
2
Use the following steps to create a formula to 1

drive a dimension using the Formulas window:
1. Select the Formula icon

2. Select the feature containing the
dt h
Wi
dimension. All dimensions associated 3
with the selected feature appear on the
screen.
3. Select the dimension on the model (e.g.,
Length). The dimension highlights in the
Parameter window. Notice the identifier
for the length dimension
(PartBody\Sketch.1\Length.8\Length).
4. Select Add Formula.

Student Notes:
Creating a Formula Using the Formula Window (2/2)
Use the following steps to create a formula to
drive a dimension using the Formulas window
(continued):
5. Enter the formula. To relate the length

dimension to the width dimension, double-
click the width dimension in the Formula
Editor window
(PartBody\Sketch.1\Length.7\Length), or
select it on the model. Enter [* 2] to
equate the length to be twice the width.
6. Select OK.
7. Select OK in the Formulas window.
5
6
7

Student Notes:
Creating a Formula by Editing the Dimensional Value (1/2)
Use the following steps to use the Dimensional
Value window to equate the length of the box 1 Lengt
to two times the width of the box: h
1. Edit the feature.

2. Double-click on the dimension to edit it
(e.g., Length).
3. Right mouse click in the value field and
click Edit Formula in the contextual Width
menu.
2

Student Notes:
Creating a Formula by Editing the Dimensional Value (2/2)
Use the following steps to use the Dimensional
Value window to equate the length of the box
to two times the width of the box (continued):
4. Enter the formula. To relate the dimension 4

to another parameter, select the
parameter using the window or from the
screen. In this example, the Length.8
parameter (the length) is set to equal
double the Length.7 parameter (width).
5. Select OK.
6. Select OK in the Constraint Definition 5
window.

Student Notes:
Creating User-Defined Parameters (1/2)
User-defined parameters can contain text information, such as designer, revision date, etc. They
can also contain a variety of numerical values. Parameters can be equated to dimensions in your
model and be used to drive your design.

Student Notes:
Creating User-Defined Parameters (2/2)
Use the following steps to create a user-
defined parameter.
1. Select the Formula icon.

2. Select the type of parameter to create 1
from the Type pull-down menu (to create
a parameter to drive dimensions, for
example, select the Length type).
3. Select New Parameter of Type.
4. Enter a meaningful name.
5. Enter a value.
6. Select Apply.
7. Select OK.
4 5
3
2
7 6

Student Notes:
Recommendations for Formulas

In this section, you will be given some recommendations that may help when
creating measurements.

Student Notes:
Units (1/2)
It is important to consider units when you write
formulas.
If no units are specified in a formula, the

default units is used (i.e., meters). This is
particularly important if you are adding or
subtracting a numerical value.
For example, consider a formula that equates

the length of the pad (X) to the width of the
pad (Y) + 2mm.
If the formula is entered as:
X=Y+2
CATIA generates a warning message and

assume two meters. This would make the
value of X too large. Y = 50mm
X = Y + 2m = 2050mm

Student Notes:
Units (2/2)
Instead, the formula should be
entered as the following:
X = Y + 2mm.
Y = 50mm
X = Y + 2mm = 52
mm

Student Notes:
Displaying Formulas and User-Defined Parameters
User-defined parameters can also be viewed
in the specification tree. Click Tools > Options
> Infrastructure > Part Infrastructure. Select
the Parameters option from the Display tab.
Select the Relations option to view formulas.
The value of parameters can be displayed by

clicking Tools > Options > General >
Parameters and Measure. Select the With
Value option from the Knowledge tab.

Student Notes:
To Sum Up…
Using the knowledge learned in this lesson,
you should be able to finalize the design intent
on the table.
The table will require the following:
Material applied.
Material viewed on the model.
Dimensions verified
Mass calculated
Formulas created to maintain design intent
To Sum Up...

Student Notes:
Exercise 7C
15 min
In this exercise, you will create formulas in an existing part. This exercise will
help you understand how to locate and rename parameters, create new
parameters, and create formulas to maintain design intent. You will create
formulas to maintain design intent of the engine plate. Detailed instruction for
this exercise is provided.

Rename parameters
Create new parameters
Create user-defined parameters
Create formulas
Exercise 7C

Student Notes:
Exercise 7C (1/12)
1b
1. Open an existing part file.
• To begin, open an existing part file using the open tool.
b. Open Ex7C.CATPart.
2. Create a formula to control sketcher fillets.

• The four fillets were created inside sketch.1. Create
formulas inside the Sketcher workbench to control these
fillets together.
a. Double- click on Sketch.1 to edit it.
b. The fillets should all be 20mm. The fillet on the top
2b
right is already correct, so you will use this one to 2c
drive the others.
c. Double-click on the top left fillet dimension to edit it.
d. Right mouse click in the Value field and click Edit
Formula in the contextual menu.
2d
Exercise 7C

Student Notes:
Exercise 7C (2/12)
2e
2. Create a formula to control sketcher fillets
(continued).
e. Equate this fillet dimension to the 20mm fillet by
selecting the 20mm dimension on the sketch.
f. The 20mm parameter updates in the Formula Editor.
g. Select OK.
h. Select OK.
i. Create formulas for the other two fillets. Equate them
to the fillet on the top right as well.
j. Exit the Sketcher workbench.
2f
2i 2g
Exercise 7C

Exercise 7C (3/12)
Student Notes:
3. Create a parameter.
3a
• Create a user-defined parameter that
is used to control the number of
instances in the circular pattern.
a. Select the Formula icon.
b. Select Integer from the Type
pull-down menu.
c. Select New Parameter of type.
d. Change the name to [No. of
Holes].
e. Set the value to [4].
f. Select OK.
3d 3e
3c 3b
3f
Exercise 7C

Exercise 7C (4/12)
Student Notes:
4. Add the parameter to the 4c

specification tree.
• The Parameters branch and view
options may already be set, verify
they are correct. 4d
a. Click Tools > Options.
b. Select Infrastructure > Part
Infrastructure.
c. Select the Display tab. 4b
d. Display all information in
the specification tree.
Exercise 7C

Exercise 7C (5/12)
Student Notes:
4f
4g
4. Add the parameter to the 4e
specification tree (continued).
e. Click General > Parameters

and Measure.
f. Select the Knowledge tab.
g. Select the With Value option.
h. Select OK.
i. Notice the Parameters branch
in the tree. When it is
expanded, the parameter you 4h
created is displayed along with
its value.
4i
Exercise 7C

Student Notes:
Exercise 7C (6/12)
5. Equate the pattern instance parameter to
the No. of Holes parameter.
• Create a formula to equate the pattern instance
with the new user-defined parameter.
5a
b. Select the pattern.
c. Select
PartBody\CircPattern.1\AngularNumber.
d. Select Add Formula.
5c
5d
Exercise 7C

Student Notes:
Exercise 7C (7/12)
5. Equate the pattern instance parameter to
the No. of Holes parameter (continued).
e. From the Members of Parameters
column, select Renamed Parameters. 5f
5e
f. Double-click on No. of Holes.
g. Select OK.
h. The Pattern Instance parameter is now
equal to the No of Holes parameter.
Select OK. 5g
i. Test the formula by double-clicking on

the No of Holes parameter and changing
the value to [6].
5i
Exercise 7C

Student Notes:
Exercise 7C (8/12)
6. Rename parameters.
• To help locate parameters faster, rename
them.
b. Select Pad.1 to only display its
6a
parameters.
c. Highlight
PartBody\Sketch.1\Offset.7\Offset.
d. Rename the parameter to [Length].
e. Select Apply.
6c
6d
6e
Exercise 7C

Student Notes:
Exercise 7C (9/12)
6. Rename parameters (continued).
f. Highlight
PartBody\Sketch.1\Offset.5\Offset.
g. Rename the parameter to [Width].
h. Select Apply.
i. Select OK.
6f
6g
6h
6i
Exercise 7C

Student Notes:
Exercise 7C (10/12)
7d
7. Create a formula.
• Create a formula that equates the width and
the height of Pad.1.
a. Double-click Pad.1 to edit.
b. Double-click the Length dimension.
c. Right mouse click in the Value field 7b
and click Edit Formula.
d. Select the Width dimension.
e. Select OK 7c
f. Select OK from the Constraint
Definition window.
g. Select OK from the Pad Definition
window.
7e
Exercise 7C

Student Notes:
Exercise 7C (11/12)
• Create a formula that equates the thickness
of the model to the 0.05 times the length.
a. Select the Formula icon. 8a
b. Select the pad.

c. Highlight the parameter with value
5mm.
d. Rename the parameter to
[Thickness].
e. Select Apply.
f. Select Add Formula.
8c
8d
8f
8e
Exercise 7C

Student Notes:
Exercise 7C (12/12)
8. Create a formula (continued).
g. Select the Width dimension. 8h

h. Add [* 0.05] to the formula.
This means the thickness will 8g
equal 0.05 of the part length.
i. Select OK
j. Select OK from the Formulas
window.
k. Edit the Width dimension to
8i
200mm. Does the thickness
and length update correctly?
9. Save and close the part.

Exercise 7C

Student Notes:
Exercise 7C: Recap
Rename parameters
Create new parameters
Create formulas
Exercise 7C

Student Notes:
Exercise 7D
20 min
In this exercise, you will practice maintaining design intent by creating formulas
and parameters. You will use the tools used in previous exercises to complete
this exercise. High-level instruction for this exercise is provided.

Create formulas
Exercise 7D

Student Notes:
Exercise 7D (1/7)
1. Open Ex7D.CATPart.
• Open an existing part file using the Open tool.
2. Review the model.

• Review the model creation. Are there any existing formulas?
Exercise 7D

Student Notes:
Exercise 7D (2/7)
Width
3. Control all Pad.1 dimensions with the
width.
• Create formulas so that changing the width
of pad.1 also updates the radius and the
length. The radius should be 8% of the width
Length
and the length should be 75% of the width.
3
Exercise 7D

Student Notes:
Exercise 7D (3/7)
• Create a formula between the diameter of
the co-axial hole and the outside radius.
Make the co-axial hole diameter 2/3 the
outside radius. Outside radius
4
Exercise 7D

Student Notes:
Exercise 7D (4/7)
The next two steps are used to create a formula that
controls the radius of EdgeFillet.2, based on the arc length
of EdgeFillet.1.
5. Measure arc length of the edge fillet.

• In order to use a measurement in a formula,
you must create the measurement before
creating the feature where you want to use
it. As a workaround, define EdgeFillet.1 as
the object and take the measurement. By
doing this, the measurement comes before
EdgeFillet.2 in the regeneration cycle:
a. Right mouse click on EdgeFillet.1
and click Define in Work Object in
the contextual menu.
b. Calculate the arc length of
EdgeFillet.1. You will need to
customize the measurement to
calculate length.
c. Save the measurement to the
specification tree.
Exercise 7D

Student Notes:
Exercise 7D (5/7)
• Create a formula that equates the radius of
EdgeFillet.2 to 1/3 the arc length measured
in the last step.
6
Exercise 7D

Student Notes:
Exercise 7D (6/7) 7
7. Create a user-defined parameter.

• Type = [Length]
• Name = [Width]
• Value = [200mm]
8. Equate the width of the part to the

new Width parameter.
• Set the Width dimension
(PartBody\Sketch.1\Offset.28\Offset) of
Pad.1 equal to the new parameter.
8
Exercise 7D

Student Notes:
Exercise 7D (7/7)
9. Test the model.
• Change the Width parameter to
[150mm] and change the radius
of EdgeFillet.1 to [5mm].
Update the model. Did the
model update as expected?

Exercise 7D

Student Notes:
Exercise 7D: Recap
Create formulas
Exercise 7D

Student Notes:
Exercise 7E
15 min
In this exercise, you will create formulas and parameters to control dimensions
in the model. You will use the tools you have learned in this lesson to complete
the exercise with no detailed instruction.

Rename parameters
Create formulas
Exercise 7E

Student Notes:
Exercise 7E (1/3)
1. Open Ex_7E.CATPart.
2. Rename the following parameters to help create the formulas:
Current Name New Name
a. PartBody\Pad.1\FirstLimit\Length Thickness
b. PartBody\Sketch.1\Offset.41\Offset Pad.1 Length
c. PartBody\Sketch.1\Radius.13\Radius SmallArc Radius
d. PartBody\Sketch.1\Radius.14\Radius LargeArc Radius
e. PartBody\Hole.2\Diameter Hole Diameter
f. PartBody\EdgeFillet.2\CstEdgeRibbon.16\Radius Fillet Radius
2e
2d
2b
2a
2f
2c
Exercise 7E

Student Notes:
Exercise 7E (2/3)
3. Create a parameter.
• Type = [Length].
• Name = [Length].
• Value = 180mm].
4. Create the following formulas:

a. LargeArc Radius = 10% of Length.
b. SmallArc Radius = 2/3 LargeArc Radius.
c. Thickness = 2.5% Length.
d. Hole Diameter = LargeArc Radius.
e. Fillet Radius = ½ Thickness.
f. Pad.1 Length = Length.
Exercise 7E

Student Notes:
Exercise 7E (3/3)
5. Test the model.
a. Change the length parameter to a value
of [300mm].
b. Use the Measurement tool to calculate
the new distance between the center of
the large arc and the center of the small
arc.
5a
5b
Exercise 7E

Student Notes:
Exercise 7E: Recap
Rename parameters
Create formulas
Exercise 7E

Student Notes:

only a detailed drawing as guidance.
30 min
this model:
The model must be made of aluminum.
Create a hole that is centered on the part horizontally and 2mm above the top of the bottom
oblong holes.
When modifications are made to the model:
• Overall width must be 80% of the length (L).
• Thickness of the model is always 1% the length (L) of the model.
• The thickness of the ribs is 2 times the thickness of the model.

Student Notes:
Do It Yourself: Finalizing Design Intent (1/5)
Use the following steps as hints to guide you
through creating the model:
1. Open CS_L7.CATPart.
2. Create a 20mm diameter hole with the
following requirements:
Hole must remain 2mm above the top
of the bottom oblong holes.
• To do this, you can create a
measurement to calculate the distance
from the bottom of the model to the
top of the bottom oblong holes. The
measurement a point has already
been created.
Hole must remain centered
horizontally on the model.
• This model has been created
symmetric about the YZ plane.
Formula1

Student Notes:
3. Rename parameters and create formulas
to maintain the required design intent. The
completed model is shown.
Length
Formula2

Student Notes:
4. Rename parameters and create formulas
to maintain the required design intent. The
completed model is shown.
Formula3
Formula4
Length

Student Notes:
5. Calculate the volume and mass of the
model. Create an associative point at the
center of gravity.

Student Notes:
6. Modify the length of the model to [500mm].
Calculate the distance between the center
oblong hole and the side wall.

Student Notes:
Case Study: Finalizing Design Intent Recap
Apply material to model

Create formulas
Take measurements

CATIA V5 Fundamentals - Lesson 8: Assembly Design
Student Notes:
Lesson 8: Assembly Design
In this lesson you will learn how to create an assembly through existing files.
Lesson content:
Case Study: Assembly Design
Design Intent
Create a New CATProduct
Assemble in the Base Component
Manipulate the Position of the Component and Fix It
Assemble Other Components and Fully Constrain Their
Placement
Save the Assembly
Lesson Content

Student Notes:
Introduction to Assembly Design
What is an assembly?
An assembly (also called a product) is a

document that stores a collection of
components (parts or other assemblies). An
assembly uses the .CATProduct extension.
The components used in an assembly can be

pre-existing components or components
created within the assembly.
Like a part, an assembly contains a

specification tree. The tree shows the inserted
components, and the constraints used to fix
the components.
Introduction

Student Notes:
Terminology
Some terms are unique to the Assembly Design workbench:
Term Description A
A. Assembly A document that contains a collection of E
components. It has the file extension
CATProduct. An assembly is also called a
product.
B. Component A general term for any model added to an
assembly. It can be a part or another assembly
(sub-assembly).
B
C. Part Identifies the part file used in the assembly.
Number Typically, the part number is the same as the
file name for the component, but it can be
different.
D. Instances Each component inserted into an assembly is a
separate instance. For example, if the same
part is inserted into an assembly twice, they will
have the same part number but different
instance numbers. No two components in an C D
assembly can have the same instance number.
E. Active item The active item is the item currently being

edited. To make an item active, double-click on
it. The active item highlights.
Introduction

Student Notes:
The case study for this lesson is the handle mechanism sub-assembly, which is part of the master
project shown below. This case study focuses on how to assemble pre-existing files into a new
assembly.

Student Notes:
Design Intent
The handle mechanism must meet the
following design intent requirements:
The first component is fixed.

• Although fixing the first component is not
essential in CATIA, it is good practice to do
so.
All components are fully constrained.
• Fully constraining the components ensures
no undesired changes occur.
Duplication tools are required.
• Re-using existing components decreases
design time.

Student Notes:
Use the following steps to create the handle
mechanism assembly:
1. Create a new CATProduct.

2. Assemble the base component.
3. Manipulate the position of the component and
fix it.
4. Assemble other components and fully constrain
their placement.
5. Save the assembly.

Student Notes:
Assembly Design
Step 1: Create a new Use the following steps to create

CATProduct. the handle mechanism assembly:
In this section, you will understand what

1. Create a new CATProduct.
assembly design is and how to create a 2. Assemble in the base component.
new product file. 3. Manipulate the position of the component and fix it.
4. Assemble other components and fully constrain their
placement.
Step 1 - Create a New CATProduct

Student Notes:
Defining a New Assembly Document
Assemblies are created in the Assembly
Design workbench. Use one of the following A
ways to access the Assembly Design
workbench.
A. Click Start > Mechanical Design >

Assembly Design.
B. Click File>New and select Product from
the New menu.
C. Select the New icon and select Product
from the New menu.
C
B

Student Notes:
Assigning Product Properties
Use the following steps to add descriptive 1 2
information to the new assembly
document:
1. Select the assembly name in the

specification tree.
2. Right mouse click and click
Properties.
3. Enter the part number and all other
relevant information describing the
assembly.
3
4. Select OK to close the Properties
dialog box.

Student Notes:
Assembly Design
Step 2: Assemble in the Use the following steps to create

base component. the handle mechanism assembly:
In this section, you will learn to add a 1. Create a new CATProduct.

base component to the a new product 2. Assemble in the base
and fix its position in space. component.
3. Manipulate the position of the component and fix it.
placement.
Step 2 - Assemble in the Base Component

Student Notes:
Adding Components (1/2)
A
You can add a component to an assembly in
one of three ways: contextual menu, Product
Structure toolbar, and the Insert menu.
A. Contextual menu
• Right mouse click the assembly that
will receive the component and use
the contextual menu to insert the
component. This is the quickest way
to insert a component.
B. Product Structure toolbar

• Select the assembly in the
specification tree and use the icons in B
the Product Structure toolbar.

Student Notes:
Adding Components (2/2)
C. Insert menu
• Select the assembly in the
specification tree and use the
Insert menu.

Student Notes:
Inserting an Existing Component (1/2)
When you add existing parts or assemblies
as components, their corresponding files are
not copied into the assembly; they are only
A
referenced by the assembly. Use the
following steps to add a component to an
assembly:
B
A. Right mouse click on the assembly and

click Existing Component…
OR
B. Select the assembly in the specification
tree to highlight it and select the
Existing Component icon.
OR
C. Select the assembly in the specification
tree to highlight it and click Insert >
Existing Component.

Student Notes:
Inserting an Existing Component (2/2)
Use the following steps to add a component
to an assembly (continued):
THEN
1. Select the component from the File 1
Selection window.
2. Select Open.
3. The component is added to the
assembly.
3

Student Notes:
Assigning Component Properties (1/2)
Once components are inserted into a 2
product, you can customize their display
and their properties. By default, both the
part number and instance name displays 3
in the specification tree for each
component.
Use the following example steps to
customize the specification tree display:
1. Click Tools > Options.

2. Click Infrastructure > Product
Structure and display the Nodes 5
Customization tab.
3. Select the Product instance,
reference loaded Customized
Display option. Part Number Instance Name
4. Select Configure.
5. Select the display to only show the
instance name.
6. Select Close. 6
7. Select OK.

Student Notes:
Assigning Component Properties (2/2)
1
The inserted component properties can

also be modified. Use the following steps
to modify the properties of the
component:
2
1. Right mouse click the component.
2. Click Properties from the contextual 3
menu.
3. Enter information as required, such
as the instance name and
description.

Student Notes:
Assembly Design
Step 3: Manipulate the Use the following steps to create

position of the component the handle mechanism assembly:
and fix it. 1. Create a new CATProduct.

2. Assemble in the base component.
In this section, you will learn to move 3. Manipulate the position of the
components and fix a component in component and fix it.
space. 4. Assemble other components and fully constrain their
placement.
Step 3 - Manipulate the Position of the Component and Fix it

Student Notes:
What does the Compass do?
A
Once components are inserted into the
assembly, they can be manipulated by using
the compass to pan and rotate the entire
assembly, or by freely dragging and rotating
components in it.
A. In the example on the top right, the entire
assembly rotates about the X axis when
the compass is selected as shown. The
rotation is temporary because it is not
stored in the CATPart or CATProduct
documents. You are only changing the
viewpoint.
B. In the example on the bottom right, a
component is freely rotated about the X
axis. If this component is not constrained,
the new position is stored in the B
CATProduct documents.

Student Notes:
Positioning the Compass to Move a Component
Before you can move a component using the

compass, you must position the compass on 1
the component.
2
Use the following steps to position the
compass:
1. Move your cursor over the small red square

of the compass. The cursor icon changes.
2. Press and hold the left mouse button to
drag the compass. The shape of the
compass changes as it moves. 3
3. When the component is selectable, the
compass takes the orientation of the
geometric element that is under it. To
select the component, release the left
mouse button.

Student Notes:
Moving a Component Using the Compass
Use the following steps to move a component

using the compass: 2a
1
1. Place the compass on a component.
2. Select the type of movement you want by
moving the cursor on the compass. The
highlighted compass elements indicate the 2b
available movement:
a. Translation along an axis
b. Translation along a plane
c. Rotation around an axis
d. Rotation around the origin of the
2c
compass
3. With the left mouse button pressed, move the
component.
3
2d

Student Notes:
Snapping Components
Another way to move components besides

using the compass is by using the Snap tool. 1
The functionality involves selecting items
between components as references to snap
one to another.
Use the steps of the following example to snap
a component into position:
1. Select the Snap icon from the Move 2
toolbar.
2. Select the bottom surface of the bolt.
3. Select the top surface of the base.
3

Student Notes:
Fixing a Component in Space (1/2)
After inserting the base component, it can be 2

left to “float” in space (without constraints), but
it is good practice to fix this component. Fixing
it will serve as a reference for placing all other
components that are assembled later.
Components that are fixed in space return to 1
their position when constraints are updated
(i.e., regenerated).
Use the following steps to fix a component in

space:
1. Select the Fix icon from the Constraints

toolbar.
2. Select the component in the tree or in
geometry. 3
3. The component is fixed in space.


Student Notes:
Fixing a Component in Space (2/2)
Once you have fixed a component, you can still temporarily manipulate its location in the
assembly. After updating the assembly, the constraint will be re-evaluated.
The fixed component is

After the update
moved with the Compass

Student Notes:
Fixing a Component (1/2)
When you start adding constraints to an assembly, 1

you must first have a fixed component, then place
other components with regard to the fixed one. If the
component is only fixed (i.e., not fixed in space), you
can modify its position, and the assembly will remain
coherent in term of constraints.
Use the following steps to fix a component: 2
1. Select the Fix icon to create the constraint.

2. Double-click the existing Fix constraint.
3. Select More>>.
4. Deactivate the Fix in Space option.
4

Student Notes:
Fixing a Component (2/2)
The following example illustrates the concept of a base component that is fixed but not
fixed in space.
A. Drag the component with the compass to a new position. The component above the
compass is fixed but not fixed in space.
B. After the update, you see in this example that the blue and red components move with
respect to the constraints that have been applied to them.
A B

Student Notes:
Specification Tree
In its simplest form, the specification tree
consists of components. A component can be
a CATIA V5 part, or an assembly (i.e., a A
CATPart or a CATProduct file) that has been
inserted into the assembly. A component can
also be data that is not native to V5, such as
V4 models, IGES, STEP, and VRML files. The B
following are some of the components in the
specification tree shown on the right:
A. The root assembly.
C
B. A part (CATPart) component.
C. Components existing only in their “parent”
CATProduct files. Notice that there is no
blank sheet in the icon. This means that
the component is not linked to an external D
file.
D. An assembly (CATProduct) component.

Student Notes:
Can You Reorder a Product Structure?
You can reorder components in the specification tree to match your design requirements.
Original tree Reordered tree
b

Student Notes:
Product Structure Reordering (1/3)
The Graph Tree Reordering tool enables you
to reorder components in the specification tree
to meet your needs. 1
Use the following steps to reorder

components:
1. Open the tool by clicking Edit > 2

Components > Graph Tree Reordering
or by selecting the Graph Tree Reorder
icon.
2. Select the product in which you want to
reorder components.

Student Notes:
Use the following steps to reorder components
(continued):
3. Select the component you want to 3 4

reorder.
4. Select the arrow icons to move the
selected component up or down in the
tree.
5. Select OK.
5

Student Notes:
You can also move a component using the
Graph Tree Reordering tool: 3
2
1. Select a component to reorder. 1
2. Select the Moves the Selected Product
icon.
3. Select the component above which you
want to place the selected component.
4. Select OK. 4

Student Notes:
Copy and Paste a Component
2
An assembly may require more than one

instance of a component. The Copy and Paste
options provide an easy way to duplicate a
1
component. Use the following steps:
1. Right mouse click on the component.

2. Click Copy in the contextual menu. 3
3. Right mouse click on the assembly in 4
which you want to paste the component.
4. Click Paste in the contextual menu.

Student Notes:
Setting Copy and Paste Options
You can control whether or not to include
constraints when you copy and paste 3
components. Use the following steps:
1. Click Tools > Options to open the

Options window. 2 4
2. Select the Assembly Design branch

under the Mechanical Design node in the
Options tree.
3. Select the Constraints tab.
4. Select one of the options in the Paste
Components section. You do not have to
restart CATIA to apply this option.

Student Notes:
Duplicating Multiple Instances of a Component
Components can be duplicated along a line 2

using the Multi Instantiation tool. When you
use this tool to make multiple instances of a
1
constrained component, be aware that the
resulting instances are not automatically
constrained.
1. Select the Define Multi Instantiation icon

from the Product Structure Toolbar.
2. Select a component.
3. Specify the number of instances and the
space between them.
3
4. Select a direction using the edge of a
component or use the X, Y, Z direction of
the axis.
5. Select OK to complete the feature. 4
5 4

Student Notes:
Duplicating Components Using an Existing Pattern (1/3)
Patterns can be used to automate the duplication of a
component and its constraints. When you select the Reuse
Pattern icon, the Instantiation on a Pattern window opens.
The Keep Link with the Pattern option, when activated,
keeps an association between the instantiated components
and the pattern.
The window also displays the name of the pattern, the
number of instances to be created, and the name of the
component to be repeated.
The original component can be handled in three ways:
• With the re-use the original component option, the original
component is located on the pattern, but remains at the same
location in the specification tree.
• With the create a new instance option, the original
component remains at the same location in the specification
tree, and a new instance of the component is created on the
pattern.
• With the cut and paste the original component option, the
original component becomes the first instance in the pattern,
and is moved in the tree.

Student Notes:
If a component is assembled by referencing the leading (or first) feature of a pattern, that pattern
can be reused to quickly assemble more components.

Student Notes:
When you modify the number of instances in the design pattern, the assembly pattern must be
updated. When you update the assembly, the number of component instances also update.

Student Notes:
Components from a Catalog (1/2)
1
A catalog is a read-only collection of

components that can be used in an assembly.
CATIA has a library of standard fasteners and
2
common parts available.
3
Use the following steps to insert a component
from a catalog:
1. Select the Catalog Browser icon.

2. Locate the correct catalog.
3. Select the correct chapter in the catalog.
4. Select the correct family.
4

Student Notes:
Components from a Catalog (2/2)
Use the following steps to insert a component
from a catalog (continued): 5
5. Select the correct component.

6. Select OK to the preview window.

Student Notes:
Exercise 8A
20 min
In this exercise, you will create a new CATProduct, assemble the first
component, and fix it in space. You will then assemble a catalog component and
duplicate it. This exercise will help you understand the basics of the Assembly
Design workbench. Detailed instruction for this exercise is provided.

Create a new CATProduct
Assemble a component
Fix the component in space
Insert a component from a catalog
Duplicate a component
Exercise 8A

Student Notes:
Exercise 8A (1/4)
1. Create new product.

• Use the New window to create the product.
b. Choose Product from the New window.
1b
c. Select OK.
2. Insert an existing component.

a. Select the Existing Component icon.
b. Select the product tree.
c. Browse to Engine_support.catpart. 2a
d. Select Open.
3. Fix the component in space.

a. Select the Fix Component icon.
b. Select the component in the main window. 3a
Exercise 8A

Student Notes:
Exercise 8A (2/4)
4b
4. Insert a component from a catalog.
4a
• The catalog contains standard parts.
a. Select the Catalog Browser icon.
b. Browse to ISO-Standards.
c. Browse to Bolts.
d. Browse to ISO_4014_Grades_A_B_Hexagon_Head_Bolt.
e. Select the ISO 4014 Bolt M3x20 Steel Grade A Hexagon
Head.
f. Select OK.
4d
4c
4f
4e
Exercise 8A

Student Notes:
Exercise 8A (3/4)
5. Duplicate the bolt component.

• Four instances of the bolt are required.
a. Select the Define Multi instantiation icon.
b. Select ISO 4014 BOLT M3x20 STEEL
GRADE A HEXAGON HEAD (ISO 4014
BOLT M3x20 STEEL GRADE A
HEXAGON HEAD.1 as the component to
instantiate.
c. Change the instance number to [3].
d. Set the reference result values to those
shown.
5a
e. Select OK.
5c
5d
5e
Exercise 8A

Student Notes:
Exercise 8A (4/4)
6. Move the components using the compass.
• The bolts can be moved to the holes on the
Engine_support.CATPart.
a. Move your cursor over the small red
square of the compass to get this cursor
icon.
b. Drag the compass by the red square to the
following surface of the bolt.
c. Select an axis and practice dragging the 6a
bolt.
d. Drag each bolt to a hole.
7. Save the assembly and close it.

6c
Exercise 8A

Student Notes:
Exercise 8A: Recap
Create a new CATProduct

Assemble a component
Fix the component in space
Insert a component from a catalog
Duplicate a component
Exercise 8A

Student Notes:
Exercise 8B
20 min
In this exercise, you will practice reusing the patterns. High-level instruction for
this exercise is provided.

Use the Reuse Pattern tool
Copy and paste a component
Exercise 8B

Student Notes:
Exercise 8B (1/4)
1. Open Exercise8b.CATProduct.
2. Select the Reuse Pattern icon.
3. Select VISD8 to be the component to

pattern.
1
2
Exercise 8B

Student Notes:
Exercise 8B (2/4)
4. Select the Rectangular Pattern defined in

the Engine_support_pattern.catpart.
5. Select Apply to see the changes.
6. Select OK. 4
6 5
Exercise 8B

Student Notes:
Exercise 8B (3/4)
7
7. Select VIS D8 from the specification tree.
8. Right mouse click and click Copy.

8
9. Select the Main Assembly Exercise8B from

the tree.
10. Right mouse click and click Paste.

9
10
Exercise 8B

Student Notes:
Exercise 8B (4/4)
11. Use the compass to move the newly

pasted bolt to the location shown.
12. Save the assembly and close it.
11
Exercise 8B

Student Notes:
Exercise 8B: Recap
Use the Reuse Pattern tool

Copy and paste a component
Exercise 8B

Student Notes:
Exercise 8C
10 min
In this exercise, you will use the tools used in previous exercises to create a new
assembly.

Create a new product
Add a component into the assembly
Position the component using manual methods
Exercise 8C

Student Notes:
Exercise 8C
1. Insert the cric_frame.catpart first and fix
it in space.
2. Insert cric_branch_3.catpart and
cric_branch_1.catpart, then move them
into the positions shown.
Exercise 8C

Student Notes:
Exercise 8C: Recap

Add a component into the assembly
Position the component using manual
methods
Exercise 8C

Student Notes:
Assembly Design
Step 4: Assemble other Use the following steps to create

components and fully the handle mechanism assembly:
constrain their placement. 1. Create a new CATProduct.

2. Assemble in the base component.
In this section, you will learn to insert 3. Manipulate the position of the component and fix it.
additional components and constrain 4. Assemble other components

them in the assembly. and fully constrain their
placement.
Step 4 - Assemble Other Components and Fully Constrain their Placement

Student Notes:
Degrees of Freedom
When components are first inserted into assembly, they can be translated and rotated in any
direction. As constraints are applied to the component, the degrees of freedom decrease. Ideally,
zero degrees of freedom should exist for each component in an assembly. Zero degrees of
freedom ensures that the design intent is maintained when changes occur in the assembly. If
degrees of freedom are left in the assembly, undesired movements may occur between
components.
To check for degrees of freedom on a component, right mouse click on the component and click
x.object > Components Degrees of Freedom from the contextual menu. Any degrees of
freedom remaining will appear in the Degrees of Freedom Analysis window.

Student Notes:
Setting Assembly Constraints
Degrees of freedom are removed from a
component by adding constraints. Like
sketching constraints, assembly constraints
locate geometry relative to existing features (in A B
the case of an assembly, existing
components).
Constraints are added to the assembly using

on of the following methods:
A. Constraints toolbar
B. Insert menu

Student Notes:
Introduction to Positioning with Constraints
Once the components are inserted in the
product, they must be located with respect to
other components. Before locating the
components with constraints, they can be
positioned using the compass. Since no
constraints exist yet to enforce the position of
the components; they may still be moved
freely in space. This free movement can be
used to approximate the position of a
component before fixing it with constraints.
The components’ relative position can be set

using constraints. Constraints locate the
component and define its position in the
assembly.

Student Notes:
Inserting an Existing Component with Positioning (1/2)
The Existing Component with Positioning tool

1
enables you to insert a component and
immediately position the component using
Smart Move.
Use the following steps to insert and position a 2

component together:
1. Right mouse click on the assembly.
2. Click Components > Existing
Component With Positioning.
3. Double-click on the file to insert. 3

Student Notes:
Inserting an Existing Component with Positioning (2/2)
Use the following steps to insert and position 4
a component together (continued):
4. The Smart Move window appears,
containing the component being
inserted. 5
5. Select a feature on the component being
inserted. You can do this within the
Smart Move window or from the main
display. Centerlines of cylindrical
features automatically highlight as your
cursor moves over the part.
6
6. Select a feature on the other component
in the assembly to which you want to
move the first component.
7. The new component automatically
snaps to the other so that the two 7
selected features are now aligned.
8. If desired, select More to expand the
window. The additional options enable 8
you to create a particular type of
constraint when the Automatic

Constraint Creation option is selected.

Student Notes:
Assembly Constraints
1
Assembly constraints are used to locate
components in an assembly.
Use the following general steps to add
assembly constraints:
1. Fix one component in space in the

assembly. It will be the starting point.
2. With the compass, drag and rotate
components to approximate their 2
placement. This will make make placing
constraints more easily afterwards.
3. Position each component precisely by
selecting and applying the appropriate
constraint(s).
4. To control the result, update the
assembly. It will move the components
into position. 3

Student Notes:
Available Constraints and their Symbols
The following table lists the symbols used to represent the constraints you can set between
components:
Symbol used Symbol displayed
Constraints
in the Geometry Area in the Specification Tree
Coincidence
Contact
Offset
Angle
Planar Angle
Parallelism
Perpendicularity
Fix

Student Notes:
Defining a Coincidence Constraint (1/2)
The Coincidence constraint creates an
alignment that can be coaxial, coplanar, or
merged points. Use the following steps to
apply a Coincidence constraint:
1
1. Select the Coincidence icon.

2
2. Select the two elements specifying the
constraint.
3. The constraint is created and the
elements are aligned.
coaxial
merged points
coplanar

Student Notes:
Creating a Coincidence Constraint (2/2)
If the alignment is to make two surfaces
coplanar, CATIA gives a choice of orientation 1
with two green arrows. Use the following steps
to define the orientation:
2
1. Select the Coincidence icon.

2. Select two planes as geometric elements
for the constraint.
3. Click one of those green arrows to invert
the orientation of the moving component.
4. Select OK when the orientation is correct.
3

Student Notes:
Defining a Contact Constraint 2
The Contact constraint connects two planes or

faces. Use the following steps to apply this 1
constraint:
1. Select the Contact icon.

2. Select the two elements defining the
constraint.
3. The constraint is created and the
elements are connected.
3

Student Notes:
Defining an Offset Constraint
The Offset constraint defines a distance
between two elements. Use the following steps
to apply this constraint:
1. Select the Offset icon. 1

2. Select the two elements to which the 2
constraint will be applied.
3. Enter the offset value.
4. Select the orientation (same or opposite)
by clicking on the green arrow or by
selecting an option in the Orientation pull-
down menu.
5. Select OK.
Offset constraint with Offset constraint with

same orientation opposite orientation
4
3
5

Student Notes:
Creating an Angle Constraint (1/2)
The Angle constraint enables you to define an
angle between components. Use the following
steps to apply this constraint:
1
1. Select the Angle icon.

2
2. Select the two elements to which the
constraint will be applied.
3. Select the constraint type (i.e., Angle) in
the Constraint Properties window.
4. Enter the angle value.
5. Select OK.
3
4
5

Student Notes:
Creating an Angle Constraint (2/2)
You can also define parallelism or
perpendicularity between two elements using
the Angle constraint. In the case of parallelism,
you can choose between same or opposite
orientation. Use the following steps to apply 2
this constraint:
1
1. Select the Angle icon.
3
2. Select two planes as geometric elements
to specify the constraint.
3. Select the Parallelism or Perpendicularity
option.
4. If Parallelism is selected, select the
orientation.
5. Select OK.
Parallelism constraint
with same orientation

Parallelism constraint with
opposite orientation

Student Notes:
Fixing Together Components
The Fix together constraint enables you to
2
constrain components so that they move as a
single entity. Use the following steps to apply
this constraint:
1. Select the Fix Together icon.

2. Select the components to be fixed
together. You can select more than two 1
components.
The Fix Together window enables you to

display a list of the components that you
selected.
You can remove elements from the selection

list by selecting the element from the model or
in the list.

Student Notes:
User Setting: Turning On Fix Together Warning
The Fix together constraint is used to glue
components together; however, it is possible
to unintentionally separate fixed together
components with the compass. Use the
following steps to configure fixed together
components:
2. Select the Assembly Design branch
under the Mechanical Design node.
3. In the General tab, select an option to
configure fixed together components.
You have the following choices:
A. Select Always to move all fixed together
components.
B. Select Never to move only the selected
component.
C. Select Ask each time to display a warning

that prompts you for the desired action.

Student Notes:
Disregarding the Fix Together Warning
If you have configured the Fix Together
constraint to Ask each time; you will be warned
when attempting to move a component that
has a Fixed Together constraint applied to it.
If you disregard the warning, the new position
will be permanent.
In the example shown, an attempt is made to
move the top component so that the side of it
is coplanar with the side of the bottom
component. Because these components have
been fixed together a Move Warning message
appears.
If the Extend selection with all involved
components option is not selected before
selecting OK, only the top component will
move and the Fix together constraint will
update to the new position. Updating the
assembly will not move the top component
back to the original position; the Fix together
constraint will recognize and maintain the new
position.

Student Notes:
Constraint Rules
CATIA automatically enforces the following rules governing constraints:
• You can apply constraints only between the child components of the active component.
• You cannot define constraints between two geometric elements belonging to the same
component.
• You cannot apply a constraint between two components belonging to the same sub-
assembly if the sub-assembly is not the active component.

Student Notes:
Assembly Assistant
The assembly assistant displays a warning if you make mistakes when defining constraints.
Warnings may appear in the following cases:
A. You try to constrain a component that does not belong to the active product.
B. You try to constrain two elements that belong to the same component.
A

Student Notes:
Updating Constraints (1/2)
When you update an assembly, CATIA
reapplies all the constraints that have been
applied to components. You can choose
between updating the whole assembly or A
specific components. Constraints that require
updating are indicated in the specification tree
and on the model. The example shown has a
constraint that needs updating:
A. The icon constraint in the specification
tree is not up to date (note the small
update symbol on it).
B. The constraint appears in black.
B
Both of these indicate that the assembly

requires updating. This is done with the
Update tool (C).
C

Student Notes:
Updating Constraints (2/2)
You can update all or individual constraints
using one of the following methods: A
A. To update all constraints and parts in the

Update Update
assembly, select the Update icon in the needed done
Update toolbar.
B. To update an individual constraint, right
mouse click on a constraint in the
specification tree or on the model, then
click Update in the contextual menu. B
Update
needed
Update
done

Student Notes:
Options For Updating Assembly Constraints
Click Tools > Options > Mechanical Design > Assembly Design to access the update options
for an assembly. From the General tab you can choose to update the assembly automatically or
manually (which requires you to use the Update tool). You can also set the update propagation
depth to occur at the the active level of the assembly, or at all levels.

Student Notes:
Handling Update Errors
When you update an assembly, constraints
are checked for conflicts. CATIA will display
the Diagnosis window if problems occur (e.g.,
over constrained components). You can select
a conflict from the Update Diagnosis window
and do one of the following:
A. Select Edit to display the Constraint
Definition window. The constraint can be
edited or reconnected to a different
element.
B. Select Deactivate to turn off a constraint
without deleting it. This allows you to re-
examine the problem later. A
C. Select Isolate to remove any references

the feature may have to geometry.
D. Select Delete to remove the conflicting
constraint completely.

Student Notes:
Assembly Design
Step 5: Save the Use the following steps to create

assembly. the handle mechanism assembly:
In this section, you will learn to save an 1. Create a new CATProduct.

assembly. 2.
3.
Assemble in the base component.
Manipulate the position of the component and fix it.
placement.

Step 5 - Save the Assembly

Student Notes:
Saving an Assembly Document
The following four options (found in the File
menu) can be used to save assembly and
child documents:
A. The Save option saves the active
component’s document and child
documents of the active document.
B. The Save As option is similar to Save,
except you can also specify a name and
folder for the active document.
C. The Save All option saves all the open
documents that have been modified since
the last save.
D. The Save Management option prompts
you to save all open documents and
children of these documents; however,
you can control their names and
locations.
With each of these options, only the modified

documents are saved.

Student Notes:
Saving a Document Under Another Name
The Save As option enables you to specify a
file name and folder to save the file. You can
create a new document with new internal
identifiers. Use the following steps to save a
document using this option: 1
1. Activate the document to be saved. In

this example, the active CATProduct
document and any modified child
documents will be saved.
2. Click File > Save As.
3. Specify a file name and folder.
4. Specify if you want to regenerate internal
identifiers.
5. Select Save.

Student Notes:
Saving All Modified Documents
The Save All option provides an easy way 2
to save all modified documents that are
not new nor read-only documents. Use
the following steps to save a document
using this option:
1. Click File > Save All.

2. If all the documents modified since
the last save are not new nor read-
only files, no message will appear
and CATIA will save them. If some 3
documents that were modified since
the last save are new (i.e., just
created) or are read-only files, you
will receive a message indicating that
the files cannot be automatically
saved.
3. After selecting OK, CATIA will give
you access to the Save All
command.
All modified open documents are saved,

regardless of which document is active.

Student Notes:
Save Management
The Save Management tool is useful for saving all modified or linked documents under selected
names and directories (UNIX)/folders (Windows).

Student Notes:
Exercise 8D
20 min
In this exercise, you will create a new product and assemble in pre-existing
parts. This exercise will help you to understand how to place and fully constrain
and these components. Detailed instruction for this exercise is provided.

Insert an existing component
Fix a component
Create a Coincidence constraint
Create an Angle constraint

Save an assembly
Exercise 8D

Student Notes:
Exercise 8D (1/7)
a. Click File> New.
b. Choose Product from the New window.
c. Select OK.
1a
2. Insert the Engine_support.CATPart.

a. Select the Insert existing component icon.
b. Select the product tree.
c. Browse to Engine_support.catpart.
d. Select Open. 2a
3. Fix the component in space.

a. Select the Fix Component icon.
b. Select the component in the main window.
3a
Exercise 8D

Student Notes:
Exercise 8D (2/7)
4. Insert Engine.CATPart.
a. Select the Insert existing component 4a
icon.
b. Select the main product tree.
c. Browse to Engine.CATPart.
d. Select Open.
5. Create a Contact constraint.

a. Select the Contact icon.
b. Select the highlighted surfaces from the
two components. 5a 5b
c. Double-click the constraint in the tree
and verify its contents.
d. Select OK.
5d
Exercise 8D

Student Notes:
Exercise 8D (3/7)
6a
6. Create a Coincidence constraint.
a. Select the Coincidence icon.
b. Select the highlighted axes.
c. Double-click the constraint in the tree and 6b
verify its contents.
d. Select OK.
7. Create a second Coincidence constraint.

6d
b. Select the highlighted axes.
c. Double-click the constraint in the tree and
verify its contents.
d. Select OK. 7b
7d
Exercise 8D

Student Notes:
Exercise 8D (4/7)
8. Update the assembly.

a. Select the Update icon
b. Review the position of the component.
c. Hide the existing constraints. 8a
9. Insert Engine_axis.CATPart.
a. Select the Insert existing component icon.
b. Select the main product tree.
c. Browse to Engine_axis.CATPart.
d. Select Open.
9a
Exercise 8D

Student Notes:
Exercise 8D (5/7)
10a
10. Create an Angle constraint.

a. Expand the engine_axis (engine_axis)
node in the specification tree.
b. Right mouse click the ZX plane and
click Hide/Show.
c. Select the Angle icon.
d. Select the ZX plane and the highlighted
surface of the engine_support.CATPart.
e. Enter [90] for the angle. 10b
f. Select OK.
g. Hide the constraint and the ZX plane of
the engine_support.CATPart.
10d
10e
10f
Exercise 8D

Student Notes:
Exercise 8D (6/7)
11
11. Create a Coincidence constraint.

b. Create a coincidence constraint between the
two highlighted surfaces.
c. Hide the constraint.
12. Create a second Coincidence constraint.

b. Create a Coincidence constraint between the
two highlighted axes. 12
c. Hide the constraint.

Exercise 8D

Student Notes:
Exercise 8D (7/7)
13. Update the model.

a. Select the Update icon.
b. Review the position of the component.
13

a. Click File > Save.
b. Rename the assembly to [Exercise8D.CATProduct].
14
Exercise 8D

Student Notes:
Exercise 8D: Recap

Insert an existing component
Fix a component
Create Coincidence constraints
Create an Angle constraint
Save an assembly
Exercise 8D

Student Notes:
Exercise 8E
20 min
In this exercise, you will continue to practice assembling and constraining

components when building an assembly. High-level instruction for this exercise
is provided.

Create a Contact constraint
Create an Offset constraint
Create a Parallelism constraint
Exercise 8E

Student Notes:
Exercise 8E (1/4)
2. Save the file and enter [Stand] as the

name.
3. Insert Base.CATPart and apply a Fix

constraint.
Exercise 8E

Student Notes:
Exercise 8E (2/4)
4. Insert Column.CATPart and apply a
Contact constraint.
5. Apply a Coincident constraint.
6. Update the assembly and view the

structure and constraints.
Exercise 8E

Student Notes:
Exercise 8E (3/4)
7. Insert Table.CATPart and position with
the compass as shown.
8. Apply a Coincident constraint.

Exercise 8E

Student Notes:
Exercise 8E (4/4)
9. Apply an offset constraint. Enter [450]
as the offset value.
10. Apply a parallelism constraint.
11. Save the product file.

Exercise 8E

Student Notes:
Exercise 8E: Recap
Create a Contact constraint

Create an Offset constraint
Create a Parallelism constraint
Exercise 8E

Student Notes:
Exercise 8F
20 min
In this exercise you will troubleshoot an existing assembly and determine which
of its components are not fully constrained. You will use the tools used in
previous exercises to complete this exercise.

Determine the degrees of freedom of a component
Fully constrain a component
Exercise 8F

Student Notes:
Exercise 8F
Open Troubleshoot.CATProduct and

determine which components in the assembly
are not fully constrained. Create the
constraints necessary to fully constrain the
components of the assembly.
Exercise 8F

Student Notes:
Exercise 8F: Recap
Determine the degrees of freedom of a

component
Fully constrain a component
Exercise 8F

Student Notes:

20 min
this model:
First component is fixed
All components are fully constrained
Duplication tools are required

Student Notes:
Do It Yourself: Drawing of the Handle Mechanism

Student Notes:
Case Study: Handle Mechanism Recap
First component is fixed

All components are fully constrained
Duplication tools are required

CATIA V5 Fundamentals - Lesson 9: Designing in Context
Student Notes:
Lesson 9: Designing in Context
In this lesson, you will learn how to create a simple part with the context of an
assembly.
Lesson content:
Case Study: Designing in Context
Design Intent
Open an Existing Assembly
Insert a New Part
Create a Sketch with External References
Create Assembly-Level Features
Lesson Content

Student Notes:
Working in the Context of an Assembly
When a new part is created in an assembly,
the new part features and sketches can be
designed in context. This means that existing
components can be used to define the new
part. For example:
• Sketches can be supported by the planar

face of a neighboring component.
• Sketch constraints can be defined using
elements in other components.
• 3D elements from other components can
be projected onto and intersected with the
sketch support.
• Features can be limited up to other
components.
Implications and strategies for designing in this

manner are discussed in this lesson.
Introduction

Student Notes:
The case study for this lesson is the Chuck part used in the Drill Support assembly shown below.
The chuck is a component of the Drill Support sub-assembly. This case study focuses on creating
the part within the design context of the Drill Support assembly.

Student Notes:
Design Intent
The chuck part must meet the following design intent
requirements:
The model must be created within an assembly.

• This ensures changes that are made to
referenced components update automatically in
the chuck.
The base feature sketch support should reference
a reference plane from another model.
• This allows the base feature to move according to
the reference plane position of the other model.
The axis of revolution for the shaft should be
coincident with the axis of the base component.
• By creating the axis coincident with the base
component, any positional changes to the base
component will update in the chuck component.
This means the relative position between the two
components will remain unchanged.
The chuck geometry will be used to define the
volume within the canella_axis.
• You will create an assembly-level remove feature

to define the pocket into which the canella_axis
fits; as a result, design intent will be maintained
between the two components when modifications
are applied.

Student Notes:
Use the following steps to create the Chuck part:
1. Open an existing assembly.

2. Insert a new model.
3. Create a sketch with external references.
4. Create assembly-level features:
a. Assembly-level hole feature
b. Remove boolean operation

Student Notes:
Designing in Context
Step 1: Open an existing Use the following steps to create

assembly. the Chuck:
In this section, you will understand how 1. Open an existing assembly.

to open an existing assembly and how 2. Insert a new model.
CATIA loads associated files. 3. Create a sketch with external references.

4. Create assembly-level features.
Step 1 – Open an Existing Assembly

Student Notes:
Opening an Existing Assembly
Assemblies can contain components that reference individual part and assembly files. These
reference parts and assemblies can reside in the same location (e.g., a directory in a file-based
data structure) as the top-level assembly, or in different locations. If referenced files are moved
from their original locations, CATIA may not be able to locate them when the top-level assembly is
retrieved. You should therefore carefully consider file locations when assembling components and
retrieving files.

Student Notes:
Desk Option (1/2)
1
When an assembly is saved, the location of all
referenced files are written to the product file.
If referenced files are moved, CATIA prompts 2
you for the new location of the missing files
when the assembly is re-opened. Using the
Desk command, you can locate these files. 3
Use the following steps to locate missing files:
1. When loading the assembly, any missing

file(s) will activate the Open window.
2. Select Desk.
3. A reference tree of the assembly and all
its components appears. Missing files are
highlighted in red.
4. Right mouse click the missing component 4
and click Find.

Student Notes:
Desk Option (2/2)
Use the following steps to locate missing files 5
(continued):
5. The file selection window opens. Browse

to the missing file, highlight it, and select
Open.
6. Once the file is located, the component is
no longer highlighted in the reference tree.
7. Once all missing files are located, click
File > Close to close the desk command
and open the assembly.
6

Student Notes:
Design and Visualization Mode
Assemblies and their components load into a
CATIA session in Design mode by default. In
this mode, the part definition (exact geometry
and parameters) of all components are loaded
into memory. The loading time may be large,
depending on the size of the assembly.
To improve performance, assemblies can be
loaded in visualization mode, where CGR
representations of the geometry are loaded
instead of the actual geometry. CGR (.cgr) files Visualization mode
contain no geometry or part information; they
are only a tessellated visual representation of
the model. Using CGR files, larger assemblies
can be loaded much faster. CGR files are
created the first time an assembly is loaded
with the cache setting turned on.
Design mode

Student Notes:
Visualization Mode (1/2)
Use the following steps to turn on
visualization mode:
2. Click Infrastructure > Product
Structure from the Options window .
3. Select the Work with the cache system 1
option from the Cache Management tab.
4. Select OK to the warning and close the
options dialog box.
5. Restart CATIA.
3
Once the cache system option is selected,
all product files will automatically load in
visualization mode. The first time an
assembly is opened in this mode a CGR file
is created for all assembly components.
These CGR files are saved in a local
directory and are reused the next time the
2
assembly is opened.
4

Student Notes:
Visualization Mode (2/2)
Other cache system options include the
following:
A. The Path to the local cache field defines

the directory in which the CGR files are A
stored.
B
B. Released cache are read-only areas
where CATIA searches for existing CGR
files. These are defined in the Path to the
released cache field. C
C. The Cache Size section defines the
maximum cache size. Once the limit is
D
reached, CGR files are deleted based on
a first-in first-out rule.
D. The Timestamp section saves CGR files
with a timestamp and checks to see if the
model has been modified since the last
CGR file creation. If so, it updates with
the latest version.

Student Notes:
Working in Visualization Mode (1/2)
When a model is loaded using a CGR format,
only the external appearance of the part is
available. The parts contain no technical
information. In the specification tree, the
individual nodes for components do not appear.
Moving your cursor over components, you will
notice that the model is tessellated. You cannot
highlight individual features.

Student Notes:
Working in Visualization Mode (2/2)
The component must be in Design mode to edit
component geometry. Models in Visualization
mode cannot be edited. Double-click on the
particular component to access Design mode
and CATIA will load the geometry into session.
To return to Visualization mode, right mouse
click on the component and click
Representations > Visualization mode. You
can only return that component to Visualization
mode if no changes have been made. If
changes have occurred, a new CGR file needs
to be created. You will need to save and
reopen the entire assembly.

Student Notes:
Exercise 9A
25 min
In this exercise, you will open an existing assembly, review the different cache
management options, and change between Design and Visualization modes.
Detailed instruction for this exercise is provided.

Open an existing assembly
Apply cache management options
Change between visualization and design mode
Modify a component
Exercise 9A

Student Notes:
Exercise 9A (1/7)
1. Open the file Ex9A.CATProduct.
• Open an existing file using the icon or menus.
1a
b. Select Ex9A.CATProduct from the open
dialog box.
c. Select Open.
2. Locate the missing files using the Desk

command.
• If an assembly is retrieved and CATIA cannot
locate some of the referenced files, the Open
window appears.
a. Select Desk.
2a
Exercise 9A

Student Notes:
Exercise 9A (2/7)
2. Locate the missing files using the
Desk command (continued).
2b
b. Right mouse click
Bearing_D30.CATPart, which is
highlighted, and click Find on the
pop-up menu.
c. The file can be found in the Missing
Files directory. Double-click on this
2c
directory in the File Selection
window.
Exercise 9A

Student Notes:
Exercise 9A (3/7)
2d
2. Locate the missing files using the
Desk command (continued).
d. Select Bearing_D30.CATPart.
e. Select Open.
f. Close the Desk window by
clicking File > Close. The
assembly loads normally.
g. Click File > Save. 2e
Exercise 9A

Student Notes:
Exercise 9A (4/7)
3. Set the cache visualization option.
• This option controls how the assembly is
loaded into the CATIA session.
a. Click Tools > Options. 3c
b. Click Infrastructure > Product

Structure from the options tree.
c. Select the Work with the cache
3b
system option in the Cache
Management tab.
Exercise 9A

Student Notes:
Exercise 9A (5/7)
3. Set the cache visualization option
3e
(continued).
d. Exit and restart CATIA.

e. Open Ex9A.CATProduct and
review the specification tree. The
assembly only exists as a
representation.
Exercise 9A

Student Notes:
Exercise 9A (6/7)
4a
4. Modify a component. 4b
• You can modify part features within the
Assembly Design workbench with a product
loaded.
a. Double-click on the Barrel component in
the specification tree.
b. Expand its node to view the part at the
feature level.
c. Double-click the pocket.2 feature. This 4c
will activate the Part Design workbench.
Double-click on Pocket.2 again to edit the
feature.
d. Enter [50] as the depth for the pocket.
e. Select OK
4d
4e
Exercise 9A

Student Notes:
Exercise 9A (7/7)
5. Reactivate Visualization mode.
5a
• Components can be toggled between
representation modes as long as no changes 5b
have been made to the component. .
a. Double-click on the assembly to re-
activate the Assembly Design workbench.
b. Right mouse click on the Barrel
component and click Representations >
Visualization mode.
c. Read the Incident Report window. The
component cannot return to Visualization
mode because of the changes.
d. Select Close.
e. Save and re-open the assembly to return
this component back to Visualization
mode.
5d
Exercise 9A

Student Notes:
Exercise 9A: Recap
Open an existing assembly

Apply cache management options
Change between Visualization and Design
modes
Modify a component
Exercise 9A

Student Notes:
Exercise 9B
25 min
In this exercise, you will open an existing assembly and change between
Visualization and Design modes, make modifications to a component, and switch
back to Visualization mode. High-level instruction for this exercise is provided.

Open an existing assembly in Visualization mode
Change between Visualization and Design modes
Modify a component
Exercise 9B

Student Notes:
Exercise 9B (1/2)
1. Open the file Ex9B.CATProduct.
Verify that the Work with the cache system
option is activated for this exercise.
1
2. Locate the missing files using the Desk
command.
3. Switch all components to Design mode.
3 2
Exercise 9B

Student Notes:
Exercise 9B (2/2)
4. Modify the diameter of the Column from
80mm to [75mm].
4
5. Modify the diameter of hole.1 in the Base

component from 80 mm to [75mm].
6. Switch the table and table_handle

components back to Visualization mode.
6
Exercise 9B

Student Notes:
Exercise 9B: Recap
Open an existing assembly in Visualization

mode
Change between Visualization and Design
modes
Modify a component
Exercise 9B

Student Notes:
Step 2: Insert a new Use the following steps to create

model. the Chuck:
In this section, you will understand how 1. Open an existing assembly.

to insert a new model into an existing 2. Insert a new model.
assembly. 3. Create a sketch with external references.
Step 2 – Insert a New Model

Student Notes:
Inserting a New Model
As seen in previous lessons, CATIA enables
you to insert previously created components
into an assembly. New models can also be
created directly in an assembly. The
functionality can be accessed through the
Insert menu. You can create the following
types of models:
A. Part C
• Create a new part file that exists as a B
separate file.
B. Product A
• Create a new product or subassembly
that exists as a separate file.
C. Component
• Create a new product that exists only
in the top-level assembly.

Student Notes:
Inserting a New Part (1/2)
Use the following steps to create a new part
file in an assembly :

2. Click Components > New Part.
1
2

Student Notes:
Inserting a New Part (2/2)
3
Use the following steps to create a new part
file in an assembly (continued):
3. CATIA prompts you to define an origin for

the newly created part file.
Your options are:
• Select Yes to define an origin of the new
part in a different location from the origin
of the assembly. Select a point or a
component to define the origin of the
new part. If you select a component, the
origin point of the new part will be in the
same location as the origin of the
selected component. If you select a
point, the origin of the new part will be
located at this point.
• Select No to define the origin of the new
part in the same location as the origin of 4
the assembly.
4. The new part is added to the product.

Student Notes:
Inserting a New Product
New assemblies (CATProducts) can also be
inserted in a product. The New Product
option will create a new sub-assembly as 2
well as a new external CATProduct file.
1
Use the following steps to create a new

product in an assembly:

2. Select New Product.
3. The new product appears in the model.
3

Student Notes:
Inserting a New Component
You can create a special type of component
that exists only in the parent CATProduct and
does not have its own file. This product is used 2
for situations where references or
configurations of other components are only
1
relevant in the Assembly mode, and do not
require a separate CATProduct.
Use the following steps to create a new

component:

2. Select New Component.
3. The new component appears in the
model.
3

Student Notes:
Component Properties Revisited
New models created in an assembly can be
assigned properties. Right mouse click on the B
component and click Properties to access the
properties dialog box.
Recall from the last lesson:
A
A. Part Number: Identifies the part file used
in the assembly. Typically, the part
number is the same as the file name for
the component, but it can be different.
B. Instance Name: Each component

inserted into an assembly is a separate
instance. For example, if the same part
is inserted into an assembly twice, they
will have the same part number but
different instance numbers. No two A B
components in an assembly can have the

same instance number.

Student Notes:
Step 3: Create a sketch. Use the following steps to create

In this section, you will learn how to the Chuck:
create a sketch with external references,
within a part that was created in the 1. Open an existing assembly.
context of an assembly. 2. Insert a new model.
3. Create a sketch with external

references.
Step 3 – Create a Sketch with External References

Student Notes:
Editing a Part
To create features in a part within an
assembly, you first need to edit the part where
these features are to be created. This is
accomplished by activating the part
(i.e.,making it the active object). Once the part 1
is active, CATIA changes to the workbench the 2
part was last edited in or the Part Design
workbench.
Use the following steps to activate a part:
1. Expand the tree by clicking on the plus

(+) symbol next to the part you want to
edit.
2. Double-click the branch that is just below
the one you expanded. The part
highlights in the tree, indicating that it is
active.
3. The part is then active and the last
workbench used to edit the CATPart

document is displayed.

Student Notes:
Sketching On a Face Of a Component
Once a part is active, the interface and
2
functionality are the same as if you were
editing a stand-alone part. Because the part is
now being edited in the context of the
assembly, you can use reference planes and
planar surfaces from other components for
1
sketch supports.
Use the following steps to create a profile in
the context of the assembly:
1. Activate the part.

4
2. Select the Sketcher icon in the Part
Design workbench.
3. Select the planar face of a component
that you want to use as a basis for the
sketch plane.
3
4. Create the profile sketch.

Student Notes:
Projecting 3D Elements Onto the Sketch Plane
You can project 3D geometric elements from
neighboring components onto the sketch to
make the profile creation easier using the
following steps:
1. Select the Project 3D Elements icon.

2. Select a geometric element of a
neighboring component. 1
3. The element appears in the specification

tree under the Use-edges subset, as well
as an external reference curve.
2

Student Notes:
Intersecting 3D Elements with the Sketch Plane
You can intersect 3D elements from
neighboring components with the sketch plane
using the following steps: 2
1. Select the Intersect 3D Elements icon.

2. Select an element from a neighboring
component.
1
3. The element appears in the specification
tree under the Use-edges subset as well
as an external reference surface.

Student Notes:
Defining Sketch Constraints Using Other Components
In addition to using surfaces of other components as a sketch support, the geometry of the
components can be used to define sketch constraints. This can be useful at the beginning of the
creation of the body.
Select one geometric element from the sketch and Define the constraint between this two elements
another one from a neighboring component. to place the sketch in position.

Student Notes:
Limiting Features Up to Other Components
You can select geometric elements on
components for uses other than sketched
1
entity definition. They can be used to specify
design features of your part, such as a limit for
a pad.
Use the following steps to limit a pad up to a
plane or surface of another component:
1. Select the type of limit.

2. Select a face of a neighboring
component.
2

Student Notes:
References and Options (1/2)
When designing in context, external
references occur between the part being
designed and other components in the
assembly. They may occur in the following
situations:
A. When selecting a sketch support.

B. When dimensioning or constraining
entities in sketcher using edges,
surfaces, etc.
C. When using curves and edges as the
basis of other feature creation.
D. When setting limits using surfaces or
planes for the depth options.

Student Notes:
References and Options (2/2)
External references can complicate how a model is updated and modified in the future. You can
limit their use to conform to company design standards using options from the menu bar. Click
Tools > Options > Infrastructure > Part Infrastructure. The indicated options on the General
tab are described below.
A. References between the source and target

part are maintained. Updates to the source
part translate to the target part.
A
B. Displays the external references that are
B
created in the specification tree.
C
C. Prompts you when an external reference is D
being created. E
D. Allows you to place the external reference
with respect to the root context of the
assembly instead of the most direct
context.
E. Allows external references to only occur
based on elements that have been marked F
as published.
F. Searches to make sure that any target part
is updated with the most recent information

from the source part.

Student Notes:
Isolating Features
As a general rule when designing in context,
the component(s) created within the context of
an assembly is unique to the assembly and
should not be inserted into another assembly
nor moved to another position.
However, if your design requires the
component be moved, you must break the
external references. This is done by isolating
the feature.

Student Notes:
Step 4: Create assembly- Use the following steps to create

level features. the Chuck:
In this section, you will learn how to 1. Open an existing assembly.

create assembly-level features and 2. Insert a new model.
understand how they interact with 3. Create a sketch with external references.
components in the assembly. 4. Create assembly-level

features.
Step 4 – Create Assembly-Level Features

Student Notes:
Assembly-Level Features (1/2)
Although the Assembly Design workbench deals with the component

and part levels, some features can still be created in this environment.
Geometry Icon Description

Split Use a plane, face, surface, or previously created
split as a reference.
Hole Create a hole based on a plane, surface, or
previously created part hole.
Pocket Create a pocket based on a previously created
sketch or pocket.
Add Add a body or an existing add feature.
Remove Remove a body or an existing remove feature.

Symmetry Select a plane or surface as a reference to perform

symmetry on a part, product, or component.

Student Notes:
Assembly-Level Features (2/2)
Once assembly features are created, you can specify
which components they will affect.
Move the parts you want the feature to affect to the
Affected parts section of the Assembly Features
Definition window.
An assembly-level hole feature is created in the

assembly below. By setting which parts are affected,
you can control how the feature interacts with specific
components.
Through one part Through both parts


Student Notes:
Cautions About Designing in Context
• Assembly-level features:
Cannot be patterned.
Can only be created from information contained within child components of the active product.
• Assembly-level split, hole, and pocket features can be created based on the same type of
feature that already exists in the part.
• Assembly-level hole features appear in the assembly specification tree and the part
specification tree in which it is applied. This is because the hole dimensions are modified at
the assembly level, but their position is modified at the part level.
• The sketch for an assembly pocket feature must be created at the part level of the component
that will be affected by the pocket.
• When referencing components, be careful not to create an additional reference from the target
part to the source part. This creates a condition known as a circular reference, which can
cause regeneration errors and problems with design intent.

Student Notes:
To Sum Up…
Using the knowledge learned in this lesson
and previous lessons, you should be able to
create the Chuck part.
The Chuck require you to do the following:

Open an existing assembly.
Create a new part file within an assembly.
Create a sketch with external references.
Create assembly-level features:
a. Assembly-level hole feature
b. Remove boolean operation
To Sum up...

Student Notes:
Exercise 9C
25 min
In this exercise, you will create a new part within the context of an assembly. You
will use the tools used in previous exercises to complete this exercise. Detailed

Create a new part file within an assembly
Create geometry within the part based on external references to other components
Create assembly-level features
Verify relationships created between source and target components
Exercise 9C

Student Notes:
Exercise 9C (1/7)
1. Open the file 9C.CATProduct.
• Use the icon or menus to open an existing file. 1

b. Choose 9C.CATProduct from the open
dialog box.
c. Select Open.
2. Insert a new part file.

• You create a new part file in an assembly.
a. Click Insert > New Part.
b. Select canella_pulley from the
specification tree.
2
c. Select No to define a new origin to the
part file.
Exercise 9C

Student Notes:
Exercise 9C (2/7)
3. Edit the part.
• You change the properties and specify a new
instance name and part number.
a. Select the new part in the specification
tree.
b. Right mouse click and click
Properties.
c. Enter [Pulley_Support] for the instance
name and part number.
d. Select OK.
e. Expand the node for Pulley_Support
and double-click the Pulley_Support
part name in the specification tree.
4b
4. Set options.
• Ensure that the external reference options are
set correctly.
a. Click Tools > Options >
Infrastructure > Part Infrastructure.
b. From the General tap, ensure that the
Keep Link with Selected Object option
is selected.
Exercise 9C

Student Notes:
Exercise 9C (3/7)
4. Create geometry in the part file in the
context of the assembly.
• You create geometry in the new part that
references other components in the assembly.
a. Set the display to Shading with Edges.
b. Select the Sketch icon. 4a
c. Select the surface shown as the sketch
support.
d. Orient the sketch view as shown using 4b
the Normal view icon.
4d
4c
Exercise 9C

Student Notes:
Exercise 9C (4/7)
4. Create geometry in the part file in the 4f
context of the assembly (continued).
4e
e. Select the Project 3D elements

icon.
f. Select the edge as shown.
g. Exit sketcher.
h. Select the Pad icon.
i. Enter a depth of [78.5] and make
sure that the feature is created in
the correct direction, as shown.
j. Select OK.
4i
4j
Exercise 9C

Student Notes:
Exercise 9C (5/7) 5a
5. Modify the pulley part file.

• Modify the pulley part to see the effect on the
pulley_support part.
a. Expand the node for the Pulley part.
b. Double-click Pulley to activate it.
c. Double-click the Hole.1 feature.
d. Modify the diameter of the hole from
100mm to 120mm.
e. Select OK to complete the
modification.
f. Double-click Canella_Pulley from the
specification tree to activate it and
return to the Assembly Design
workbench. 5d
g. Select the Update icon. The

Pulley_Support part updates
accordingly.
5g
5e
Exercise 9C

Student Notes:
Exercise 9C (6/7)
6a

• Create a hole that affects both parts in the
assembly.
a. Select the Assembly level hole icon.
b. Select the surface shown.
c. Enter a diameter [40mm]. 6b
d. Set the depth Up to surface.
e. Select the limit surface as shown.
6d
6c
6e
Exercise 9C

Student Notes:
Exercise 9C (7/7)
6. Create assembly-level features
(continued).
f. Move the Pulley part to the Affected

parts section of the Assembly Features
Definition window .
g. Select OK.
6f
6g
Exercise 9C

Student Notes:
Exercise 9C: Recap
Create a new part file within an assembly

Create geometry within the part based on
external references to other components
Create assembly-level features
Verify relationships created between source
and target components
Exercise 9C

Student Notes:
Exercise 9D
20 min
In this exercise, you will construct the Engine Axis part within the Bloc_Engine
assembly. High-level instruction for this exercise is provided.

Create a new part within an assembly
Create part geometry referencing other components in the assembly
Modify the geometry of a source and update the target component
Exercise 9D

Student Notes:
Exercise 9D (1/5)
1. Open the file Ex9D.CATProduct.
2. Insert a new part file and make it the active model.
2
Exercise 9D

Student Notes:
Exercise 9D (2/5)
3
3. Create a shaft inside the new part with the following sketch.
• Create the sketch on the zx plane that exists in the engine part.
• Use Intersect 3-D elements to create an external reference between the surface of
the hole and the profile.
• Use Project 3-D elements for the creation of the axis and the vertical side of the
profile.
• Inside the Sketcher workbench, select the Cut Part by Sketch Plane icon from the
Visualization toolbar, to better view the part.
Exercise 9D

Student Notes:
Exercise 9D (3/5)
4. Create a hole using the criteria shown.
4
Exercise 9D

Student Notes:
Exercise 9D (4/5)
5. Create pocket as shown.
Exercise 9D

Student Notes:
Exercise 9D (5/5)
6
6. Activate the Engine part and modify the
hole.4 diameter from 28mm to 30mm.
7. Update the assembly.

Exercise 9D

Student Notes:
Exercise 9D: Recap
Create a new part within an assembly

Create part geometry referencing other
components in the assembly
Modify the geometry of a source and update
the target component
Exercise 9D

Student Notes:
Exercise 9E
20 min
In this exercise, you will create a part in the context of the assembly, then
compare it with an existing model where the components were created
separately. You will use the tools you have learned in this lesson to complete the
exercise with no detailed instruction.

Create a part within the context of an assembly
Understand some of the differences between the two design
approaches
Exercise 9E

Student Notes:
Exercise 9E (1/2)
1. Open Ex9E.CATProduct and create the following engine support in the context of the
assembly. Reference the engine component when creating the engine support.
Exercise 9E

Student Notes:
Exercise 9E (2/2)
2. Open Bloc_Engine.CATProduct and
compare this model with the part you
created. Investigate the following:
A. Can geometry changes made to the

engine part cause geometry changes in
the engine support?
B. Are you able to move components using

the compass in an assembly?
C. What happens if the engine part is

deleted?
Exercise 9E

Student Notes:
Exercise 9E: Recap
Create a part within the context of an assembly

Understand some of the differences between the two
design approaches
A. Can geometry changes made to the engine part cause

geometry changes in the created one?
With Bloc_Engine.CATProduct, the only references that
exist between the components are through assembly
constraints, which cannot modify actual geometry.
B. Are you able to move components using the compass in

an assembly?
You are able to move components in both assemblies;
however, you will be breaking the assembly constraints in
the Bloc_Engine.CATProduct.The components need to be
isolated before they can be moved.
C. What happens if the engine part is deleted?

In Ex9E.CATProduct the engine support will lose

references that were used to create its geometry. The part
will open, but features that reference the engine will not be
modifiable.
Exercise 9E

Student Notes:

25 min
this model:
The model must be created within the assembly.
The base feature sketch support should reference a datum plane from another model.
The axis of revolution for the shaft should be coincident with the axis of the base component.
The Chuck geometry will be used to define the volume within the Canella_axis.
model with no detailed instruction.

Student Notes:
Do It Yourself: Designing in Context (1/2)
You must complete the following tasks:
1. Open the supplied file CS-L9.CATProduct

from the case study directory.
2. Insert a new part into the assembly.
3. Create the revolved base feature.
4. Create a pocket to define a cut.
5. Mirror the pocket.
6. Create a pocket to define one of the ridges.
7. Pattern the pocket as a complete crown.
8. Create an assembly-level hole.
9. Perform a Remove boolean operation at
the assembly level to remove the chuck
part from the Canella_axis component.

Student Notes:
Do It Yourself: Designing in Context (2/2)
8

Student Notes:
Case Study: Chuck Recap
Insert a new part into the

reference assembly.
Create a revolved base feature.
Create a pocket to define a cut.
Create a pocket.
Pattern the pocket.
Create an assembly-level hole.
Perform a remove at the
assembly level that removes
the Chuck part from the barrel
component.

CATIA V5 Fundamentals - Lesson 10: Drafting
Student Notes:
Lesson 10: Drafting
In this lesson, you will learn to create a drawing of a part.
Lesson content:
Case Study: Drafting
Design Intent
Start a New Drawing
Apply a Title Block
Create Views
Create Dimensions and Annotations
Save the Drawing
Print the Drawing

Lesson Content

Student Notes:
The case study for this lesson is the Base part used in the Drill Press assembly, shown below.
This case study focuses on incorporating the design intent when creating the drawing for the part.

Student Notes:
Design Intent
The base drawing must meet the following
design intent requirements:
The drawing should be created using an

ISO standard.
• Standards are predefined formats for
dimensions, annotations, and views, which
provide a consistent interpretation of
information.
The drawing should contain one view that
shows hidden lines and axis.
• The display of these items in a single view
enables a better understanding of the model
by showing depth and internal features.
The drawing should contain a title block.
• This is typically required with any drawing.

Student Notes:
The following steps will be used to create the detail drawing of
the base part:
1. Start a new drawing.

2. Apply a title block.
3. Create views.
4. Create dimensions and annotations.
5. Save the drawing.
6. Print the drawing.

Student Notes:
Introduction to Generative Drafting
The 3D environment gives designers a very
efficient and flexible tool to create parts and
assemblies; however, it is often necessary to
convey this information with 2D drawings of the
components to communicate manufacturing
information.
Introduction to Generative Drafting

Student Notes:
General Process
The creation of a drawing for parts and
assemblies can begin at any time in the design
process. CATIA maintains an associative link
between a drawing and the parts and
assemblies it references. As the 3D part and
assembly models evolve, the drawings Generative
Drafting
automatically show the updated geometry.
Associative link
Sketcher Part Design Assembly Design

General Process

Accessing the Workbench

Student Notes:
The drawings of parts and assemblies are

created in CATIA using the Drafting
workbench. It can be accessed in the following
three ways:
A. Start menu
B. File menu
C. Workbench icon
D. New icon
C
Accessing the Workbench

Student Notes:
The Drawing Environment
The drawing environment, accessed
through the Drafting workbench, consists
of the following components:
D
A. Specification tree A B
• Contains sheet and view

information.
B. Sheet
• Contains the drawing views, title
block, annotations, dimensions, etc.
• The active view is underlined in the
tree and enclosed in a red frame.
C. Prompt
• Displays instructions and
requirements for tools as they are
activated. Command line entries are
also made here.
D. Toolbars C
• Contains the Drafting workbench
tools
The Drawing Environment

Student Notes:
Drafting Toolbars and Objects
The following toolbars are most commonly A
used. Many of these tools can also be
accessed from the menu bar:
B
A. Views
B. Drawing
C
C. Dimensioning
D. Generations
E. Annotations
D
F. Dress Up
G. Geometry creation
E
H. Geometry modification
G
Drafting Toolbars and Objects

Student Notes:
Drafting
Step 1: Start a new Use the following steps to create

drawing. the drawing:
In this section, you will learn to create a

new drawing. 2. Apply a title block.
3. Create views.
Step 1 - Start a New Drawing

Student Notes:
Setting the Drawing Sheet Format and Drafting Standards
Once a new drawing is started, you are
prompted to define properties of the drawing.
You can set the following items:
A. Standard
ISO, ANSI, or JIS standards
B. Paper format
• A, B, C, or A0, A1, A2, etc.
C. Orientation
• Landscape or portrait

Student Notes:
Starting a Drawing with a Blank Sheet
Use the following steps to create a new blank 1
drawing:
1. Change to the Drafting workbench from
the Part workbench.
2. Set the properties of the drawing in the
New Drawing window.
3. Select OK.
2

Student Notes:
Drafting
Step 2: Apply a title block. Use the following steps to create

In this section, you will learn about title the drawing:
blocks and how to insert one into a
drawing.
3. Create views.
Step 2 - Apply a Title Block

Student Notes:
Drawing Title Blocks (1/2)
Title blocks in CATIA can be generated in two
ways:
• You can manually create a template
drawing using geometry tools. You can
then use the template as a start drawing
for all new drawings. Click File > New
From in the menu bar to create a file
from a template.
• You can enter customized macros to
generate the title block. CATIA supplies
some sample title blocks that can be
used as a starting point to generate
unique ones for your company .

Student Notes:
Drawing Title Blocks (2/2)
Use the following steps to insert a title block
into a drawing:
2
1. Click Edit > Background to enter the
frame and title editor mode of CATIA.
2. Select the Frame Creation icon. The Insert
Frame and Title Block window appears,
displaying the default styles and sample
macros. 3
3. Select the type of title block in the Style of
Titleblock pull-down menu.
4
4. Select Creation as the Action to apply.
5. Select Apply.
6. Select OK.
6 5

Student Notes:
Drafting
Step 3: Create views. Use the following steps to create

In this section, you will learn how to the drawing:
create basic drawing views.
3. Create views.
Step 3 - Create Views

Student Notes:
Types of Views
Views represent a part in different orientations A

such that its design intent can be fully
conveyed.
Two types of views can be created in CATIA:
A. Associative (i.e., linked to 3D models),
which are called Generated Views.
B. Unassociative (i.e., not linked to 3D
models), which are called Draw Views.
B

Student Notes:
Creating Views …
Views can be created in two ways:
Fly-out menus
A. Individually
• Many types of views can be created one by
one in an “as needed” approach.
B. View Wizard
• The View Wizard is a quick way to select
predefined view layouts, or define a
A
customized view configuration.
B

Student Notes:
Creating a Front View (1/2)
When you create views individually, you
1
typically create a front view first. It can be
created from a part, sub-body of a part,
product, or sub-part of a product.
Use the following steps to create a front view:
1. Start the drawing with a blank sheet.

2. Select the Front View icon.
3. Activate the CATPart by clicking Window
> Sample.CatPart.
2
3

Student Notes:
Creating a Front View (2/2)
Use the following steps to create a front view
(continued):
4. Move the mouse cursor over a plane or
planar surface to define the front view. A 4
preview will appear.
5. Once you are satisfied with the preview,
select the reference and you will
automatically be placed in the drawing
with a preview of the view displayed. You
can manipulate and tweak the orientation
using the compass.
6. Select anywhere on the drawing sheet to
5
generate the view.
6

Student Notes:
Using the Compass (1/3)
The compass enables you to reorient a view

as needed for your design intent. This
functionality only exists during the creation of
the front view.
You can perform the following actions using
the compass:
• Click the up, down, left, and right arrows
to flip the background plane view 90
degrees.
right arrow up arrow

click click

Student Notes:
Using the Compass (2/3)
center left
arrow click

the compass (continued):
• Click the center left and right arrows to
rotate the view 30 degrees on the same
plane. The 30 degrees increment can be
changed by right mouse clicking the dial,
which accesses the contextual menu.

Student Notes:
Using the Compass (3/3) A

the compass (continued):
• You can rotate the view:
A. To set rotation angle.
B. Freely.
• When finished setting the view, click on

the dial center or anywhere on sheet to
generate the front view.
B
Generate view

Student Notes:
Adding Projection Views
After placing the initial front view, projection 1
views (e.g., top, bottom, right, and left) can be
added quickly using the front view as a
reference.
Use the following steps to add a projection

view:
1. Select the Projection View icon.
2. Place the mouse cursor in the area of the
2
drawing where you want to create the
view. A preview of the projection view
appears.
3. Click on the drawing to place the view.
3

Student Notes:
Adding an Isometric View
Use the following steps to add an isometric

1
view:
1. Select the Isometric View icon.

2. Select a face on the part in the part or
product document. A preview of the
isometric view appears. 2
3. Select anywhere on the drawing to
generate the view.
3 3

Student Notes:
View Wizard
The View Wizard enables you to quickly create

the following:
A. Standard view layouts, including:

• Front, Top and Left
• Front, Bottom and Right
B A
• All views
B. Custom view layouts, including: B

• Adding views to create a specific view
configuration.
• Deleting, and rearranging the views as
needed.

Student Notes:
Generating views using the View Wizard (1/3)
The View Wizard enables you to quickly define a view
layout using only an initial plane or planar surface to define
the front view.
Use the following steps to define a view layout:
1. Select View Wizard icon.
2. Select one of the view configurations and select Next
for additional views.
3. Select and place additional views (e.g., isometric view)
in the existing view configuration.
4. Select Finish.
3
4
1

Student Notes:
Use the following steps to define a view layout
(continued):
5. Select the face on the 3D part for the
front view background plane.
6. A preview of your view configuration
appears on the drawing sheet. 5
6

Student Notes:
Use the following steps to define a view layout (continued):
7. Select anywhere on the drawing to generate and modify the individual view location as
needed.
7

Student Notes:
Repositioning Views (1/5)
You can modify the position of a view
after placing it in the drawing. Select the
view frame and drag the view to move it
to another location. The projection view is
constrained by its parent view.
In addition to simply dragging and
dropping, views can be repositioned in
four other ways:
• Set Relative Positioning
• Position Independently of Reference
View
• Superpose
• Align Views Using Elements

Student Notes:
The Set Relative Positioning option 2
enables you to move a view based on its
relative location to various elements (e.g.,
point, line, view frame).
Use the following steps to reposition a view
using this option:
1. Activate the view you want to move.
2. Right mouse click the view frame and
click Set Relative Position. A
direction positioning line appears
relative to the view.
4
3. Select the direction line black
reference point, the icon will change to
a blinking red endpoint until another
point is selected to move relative to.
4. The green end point of the direction
line can be moved to different anchor 3
points of the view or dragged free

hand.

Student Notes:
Repositioning Views (3/5) 1
The Position Independently of

Reference View option enables you to
reposition a view without it being
constrained by its parent view.
Use the following steps to reposition a
view using this option:
2. Right mouse click the view frame Moving a Dependent Projection View
and click Position Independently of
Reference View.
3. Drag and drop the view.
2
Moving an Independent Projection View


Student Notes:
1
The Superpose option enables you to
superimpose a view onto another view.
2. Right mouse click the view frame
and click Superpose.
3. Select the view onto which you want 2
to superimpose the first view.
3


Student Notes:
1
The Align Views Using Elements option
enables you to align a view with another 3
view based on similar geometry between
the two.
1. Right mouse click the view frame
and click Align Views Using 2
Elements.
2. Select an edge from the view you
wish to align.
3. Select an edge from the view you
wish to align the previous view to.
4. The view moves accordingly. In this
example, they are aligned based on
the edge of a part.

Student Notes:
Deleting Views
Views can be selected from the specification
tree or directly on the drawing.
Once you select the view(s) you want to

remove, use one of the following methods to
delete the view(s):
A. Click Edit > Delete to delete the selected

view(s).
B. Click Delete from the contextual menu. A
C. Press the <Delete> key on the keyboard

to delete the selected views.

Student Notes:
View Properties
1
Use the following steps to modify the

properties of a view:
1. Right click on a view in the specification

tree or in the view frame. Click Properties
from the pop-up menu. The Properties
window appears.
2. Use the View and Graphic tabs to change
the required options. The following
properties are modified in this example:
a. View name
b. Fillets on dress-up features
c. Visualization to remove the frame 2
3. The view is modified as shown.
3

Student Notes:
Sheet Properties 1
Use the following steps to modify the

properties of a sheet:
1. Right click on the sheet in the specification

tree. Click Properties from the pop-up
menu.
2. In the properties window, you can make
modifications to the sheet, such as the
sheet name, scale, and the projection
method (ANSI or ISO).
2

Student Notes:
Drafting
Step 4: Create dimensions Use the following steps to create

and annotations. the drawing:
In this section, you will learn to create 1. Start a new drawing.

dimensions and annotations. 2. Apply a title block.
3. Create views.
4. Create dimensions and

annotations.
Step 4 - Create Dimensions and Annotations

Student Notes:
Dimensions
Dimensions define the size and functional intent of a part, often required to create a fabrication
drawing for a manufacturer. Dimensions can be manually created on the drawing or shown from
Part mode.

Student Notes:
Types of Manual Dimensions (1/2)
Using the Dimensions toolbar, you can create

the following types of dimensions:
A. Linear
B. Angular A
C. Radius
D. Diameter
A
B
C
B
D
C
D

Student Notes:
Types of Manual Dimensions (2/2)

the following types of dimensions (continued):
E
E. Chamfer
F. Thread
G. Coordinate
G

Student Notes:
Dimensions System A

the following types of dimension systems:
A. Chained
B. Cumulated
C. Stacked
A
B
C
C
B

Student Notes:
Types of Dimension Locators (1/2)
Tools Palette toolbar
When applying a manual dimension, depending on

the geometry, there is the possibility that many
different types of dimensions can be created to A B C D E F G
describe the same entity. When a manual
dimension icon is selected the Tools Palette
toolbar appears to further refine the type of A
dimension to be created.
CATIA enables you to locate manual dimensions Cursor position

with five types of positioning tools:
Cursor position
A. Projection Dimensions
• The placement of the cursor determines the
dimension that will be created.
B. Forced on element Cursor position
• Regardless of the cursor placement, the
dimension is forced to be parallel with the
element selected. B

Student Notes:
Types of Dimension Locators (2/2)
CATIA enables you to locate manual dimensions

with five types of positioning tools (continued): C
C. Forced Horizontal
• Regardless of cursor placement, the dimension
is forced horizontal to the element selected. D
D. Forced Vertical
• Regardless of cursor placement, the dimension
is forced vertical to the element selected.
E
E. Force Dimension along a direction
• Place the dimension with respect to other
entities.
F
F. True length
• Regardless of the view orientation, the
dimension is the exact length of the 3D element
selected.
G. Intersection Point Detected
• Create a dimension based on intersection of
geometry. G

Student Notes:
Dimensioning a Length
Use the following steps to dimension a length:
1. Select the Length/Distance dimensions 1
icon with the Projected placement option.

2. Select the edge you want to dimension.
3. Select the dimension line and drag it to
the desired position (hold down the left 2
mouse button while dragging).
complete the dimension creation.
4 3

Student Notes:
Dimensioning a Distance
1
Use the following steps to dimension a
distance:
1. Select the Length/Distance Dimensions

2
icon with the Projected placement option.
2. Select the first edge.
3. Select the second edge.
the desired position (hold down the left
5 4 3

Student Notes:
Dimensioning a Hole
Use the following steps to dimension holes:
1
1. Select the Dimensions icon with the
Projected placement option.
2. Select the first circle.
3. Select the second circle.
the desired position (hold down the left 2
5 4 3

Student Notes:
Dimensioning a True Length
1
Use the following steps to dimension the true

length of an edge: 2
1. Select the Dimensions icon.

2. Select the True Dimension Length 3
dimension mode.
3. Select an element in an Isometric View.
the desired position (hold down the left
4

Student Notes:
Dimensioning a Simple Angle
1
Use the following steps to dimension an angle:
2
1. Select the Angle Dimensions icon.

3. Select the second edge. 3
4. The angle dimension is created. To

change the sector that it describes, right
mouse click the dimension and click
Angle Sector in the contextual menu.
4
5

Student Notes:
Dimensioning a Simple Radius 1
Use the following steps to dimension a radius:

2
1. Select the Dimensions icon.

2. Select the radius you want to dimension. The
dimension may appear by default as a
diameter dimension; if that is the case, you
must change it to a radius dimension.
3
3. Select the dimension, right mouse click, and
click Radius Center in the contextual menu.
4. Select the dimension line and drag to rotate
the dimension to the desired position (hold
down the left mouse button while rotating).
5. Select anywhere on the drawing to complete
the dimension creation.
5 4

Student Notes:
Dimensioning a Diameter
1
Use the following steps to dimension a
diameter:
2
1. Select the Diameter Dimensions icon.
2. Select the circle to dimension. The
diameter dimension appears as shown.
3. Select the dimension line and drag to
rotate the dimension to the desired
position (hold down the left mouse button
while rotating).
3
4

Student Notes:
Dimensioning a Chamfer
Use the following steps to dimension a 1
chamfer:
1. Select the Chamfer Dimensions icon, then

select the Chamfer format from the Tools
Palette toolbar.
2. Select a chamfer line or surface to be 2
dimensioned.
complete the chamfer dimension creation.
3

Student Notes:
Dimensioning a Thread
1
Use the following steps to create a thread
dimension:
A
1. Select the Thread Dimension icon.
2. Select the Thread representation to
dimension.
Thread dimensions can be created for:

A. Top views.
B. Side views.
Thread features need to be created in the

model to create this type of dimension. B
.

Student Notes:
Chain Dimensions
1
Use the following steps to create a chain
dimension: 2
1. Select Dimensions icon.

3. Select the next edge.
4. Select the next edge. 3
5. Select the next edge.
5

Student Notes:
Stacked Dimensions 1
Use the following steps to create a stacked 2

dimension:
1. Select the Stacked Dimensions icon.

2. Select the origin point or edge of your
cumulated system.
3. Select all the other points or edges of your 3
cumulated system (as many as you

require).
3
3

Student Notes:
Cumulated Dimensions
1
Use the following steps to create a cumulated
dimension:
2
1. Select the Cumulated Dimensions icon.
2. Select the origin point or edge of your
cumulated system.
3. Select all the other points or edges of your
cumulated system (as many as you
require). 3
4 3 3

Student Notes:
Dimension Properties
You can control the display of dimensions by
using the Dimension Properties toolbar. You
can customize the following areas of a
dimension:
A. Dimension line A B C D E
• Set the display of the dimension line with

respect to the dimension.
B. Tolerance description
• Displays the dimension using a tolerance
scheme.
C. Tolerance
• Changes the tolerance value for the
dimension.
D. Numerical display description
• Displays the dimension in a particular unit.
E. Precision
• Sets the precision of the dimension.

Student Notes:
Annotations
In addition to creating dimensions in a
drawing, you can add notes and annotations to
it. The Text toolbar contains the following
tools:
A. Text A
• Create a textbox with no leader.
B
B. Text with Leader
C
• Create a textbox with a leader.
C. Replicate text D
• Create a copy of an existing text box and E

attribute link it to geometry.
F
D. Balloons
• Creates a text balloon.
E. Datum Target
• Creates a datum target.
F. Text template
• Place a predefined text template.

Student Notes:
Drafting
Step 5: Save the drawing. Use the following steps to create

In this section, you will learn to save a the drawing:
drawing.
3. Create views.

Step 5 - Save the Drawing

Student Notes:
Matching Drawing with Modified 3D Part
Before saving any drawing, it is a good idea to
make sure that it is up to date with the most
recent information. If the Update icon (shown)
is highlighted, this means that the drawing
must be updated to reflect the changes that
were made on the 3D part it represents. In the
part shown, for example, the width dimension 40 60
has been changed from 40 to 60. Selecting the
Update icon regenerates the view with the new
dimensions.

Student Notes:
Checking Links to 3D Parts (1/2)
Its possible that a drawing may be opened
without its referenced documents being loaded
in session. This could be caused by a missing
file or a global CATIA setting, the tree
identifies this with broken icons.
In order to update the drawing correctly the
links of the drawing need to be verified.
Use the following steps to load a missing

document that is linked to a view:
1. Click Edit > Links in the menu bar, as

shown.
2. All the drawing views are missing the
same referenced part.
1

Student Notes:
Checking Links to 3D Parts (2/2)
Use the following steps
to load a missing
document that is linked 2
to a view (continued):
3. Select the Pointed

Documents tab.
4. Select Load to load
the part.
5. Update the
drawing.
3
4

Student Notes:
Saving a Drawing
You save a drawing the same way you would
any other CATIA file. You can also use the
Save As and Save management tools to store
the drawing.
Keep in mind that a drawing is dependent on
the 3D part(s) it represents; therefore, it is
important to verify that the parts and drawing is
up to date with the most current information.

Student Notes:
Drafting
Step 6: Print the drawing. Use the following steps to create

In this section, you will learn to print a the drawing:
drawing.
3. Create views.

Step 6 - Print the Drawing

Student Notes:
Printing a Drawing
Click File > Print or select the Print icon to
print your drawing. The Print window contains
enables you to customize the layout, page
setup, and options. It also shows a print
preview of the drawing.

Student Notes:
Print User Interface (1/2)
The Print window contains the following
information, which you can modify: A
C
B
A. Printer
• Select the printer or key in a file name to
print to.
B. Position and Size

D
• Define the position and size of the E
geometry on the page.
C. Print Area
• Define the area to print.
MultiDocuments Tab
D. Page Setup
• Define the page size and characteristics.

Student Notes:
Print User Interface (2/2)
The Print window contains the following
information, which you can modify (continued):
E. Print Options
• Color
• Banner
• Various

Student Notes:
To Sum Up…
Using the knowledge learned in this lesson, you
should be able to create the drawing of the Base part.
The drawing requires the following details:
Creation of a new drawing

Insertion of a title block
Creation of basic views
Dimensioning and annotating
Saving and Printing

Student Notes:
Exercise 10A
20 min
In this exercise, you will create a drawing of the Ex10A.CATPart. Detailed


Create a new drawing
Apply a title block
Add views
Create dimensions
Save a drawing
Exercise 10A

Student Notes:
Exercise 10A (1/12) 1
1. Open the part Ex10A.CATPart.

• You will open an existing part file to create a
drawing of.
b. Browse to the folder that contains the
part.
c. Select Open.
2. Create a new drawing.

• You will create an empty drawing.
2c
b. Select Drawing.
c. Select OK.
d. From the New Drawing window, change
the standard to ISO and the sheet style
to A4 ISO.
e. Select OK.
2e
Exercise 10A

Student Notes:
3. Insert a title block.

• Insert one of the predefined title blocks that are
included with CATIA.
a. Click Edit > Background.
b. Select the Frame Creation icon.
c. In the Insert Frame and Title Block
window, select
Drawing_Titleblock_Sample1 as the
style and Creation as the action.
d. Select Apply. 3e
e. Select OK.
Exercise 10A

Student Notes:
4. Add a front view.

• Instead of using a wizard to create the views, 4d
manually create them starting with a front view.
a. Click Edit >Working View to return to the
regular mode of view editing.
b. Select the Front View icon.
c. Click Windows > Ex10A.CATPart to activate
the part session.
d. Select the following surface a preview
appears.
e. Click anywhere on the drawing to place the
view.
4e
Exercise 10A

Student Notes:
Exercise 10A (4/12)
5. Add project views. 5a
• After creating the initial front view, projection
views can be created referencing it.
a. Select the Projection View icon 5b
b. Click to the left of the front view to place
a right view.
c. Select the Projection View icon
d. Click above the front view to place a
bottom view
5c
5d
Exercise 10A

Student Notes:
Exercise 10A (5/12)
6a
6. Add an isometric view.
• An isometric view gives a three dimensional view 6c
of the part to complement the two dimensional
views.
a. Select the Isometric View icon 6d
b. Click Windows > Ex10A. CATPart to
activate the part session.
c. Select the Isometric View icon to orient the
model.
d. Select the particular surface shown.
e. Place the view in the approximate location
shown. 6e
Exercise 10A

Student Notes:
Exercise 10A (6/12)
6. Add an isometric view (continued).
f. Right mouse click the isometric view frame
and click Properties in the contextual 6f
menu.
g. Enter [1:2] for the scale.
h. Select OK. 6g
6h
Exercise 10A

Student Notes:
Exercise 10A (7/12)
7a
7. Create a linear dimension.

• Instead of using a wizard to show generated 7b
dimensions, you can manually place
dimensions on a drawing.
a. Select the Dimensions icon.
b. Select the shown edge.
c. Select the shown edge.
d. Place the dimension.
7c
7d
Exercise 10A

Student Notes:
8. Create stacked dimensions.

• Stacked dimensions enables you to quickly
8b
create linear dimensions from a common
reference.
a. Select the Stacked dimension icon.
b. Select the shown edge.
c. Select the first circle.
8c
d. Select the second circle.
e. Select the third circle.
f. Place the dimension.
8d
8f
8e
Exercise 10A

Student Notes:
Exercise 10A (9/12)
9. Create a radius dimension.
• As well as using the radius dimension icon to 9a
create the dimension you can also use the
9b
generic dimensions icon.
a. Select the Dimensions icon.
b. Select the circle.
c. Right mouse click and click Radius
Center in the contextual menu.
9c
9d
Exercise 10A

Student Notes:
Exercise 10A (10/12)
10. Create a chamfer dimension.
10a
• Chamfer dimensions can be placed in
predefined formats. They are not limited to
being placed on only chamfer features.
a. Select the Chamfer icon.
b. Select Length x Angle on the Tools
Palette toolbar.
10b
c. Select the shown edge.
10d 10c
Exercise 10A

Student Notes:
11. Create an additional dimension.
Exercise 10A

Student Notes:
a. Click File > Save. The Save As window
appears.
b. Enter [Ex10A] as the file name.
c. Select Save.
Exercise 10A

Student Notes:
Exercise 10A: Recap

Apply a title block
Add views
Create dimensions
Save a drawing
Exercise 10A

Student Notes:
Exercise 10B
20 min
In this exercise, you will create a drawing. High-level instruction for this exercise
is provided.

Create a drawing
Insert a title block
Create views using the view wizard
Move and delete views
Dimension geometry
Exercise 10B

Student Notes:
Exercise 10B (1/3)
1. Open Ex10B.CATPart . 1
2. Create a new drawing.
• Use the A3 and standard ISO drawing size.
3. Insert a title block.

• Use the Drawing_ Titleblco_sample2 title
block for this drawing.
3
Exercise 10B

Student Notes:
Exercise 10B (2/3)
4. Use the view wizard to create views. 4
• Place the pre-defined layout of
Configuration 6 with a third angle
projection.
5. Move and delete some views.

• Delete the top, bottom, and rear
views.
• Position the views so that they
appear evenly spaced out in the
drawing.
5
Exercise 10B

Student Notes:
Exercise 10B (3/3)
6. Dimension and annotate the drawing as shown.
Exercise 10B

Student Notes:
Exercise 10B: Recap
Create a drawing
Create views using the view wizard
Move and delete views
Dimension geometry
Exercise 10B

Student Notes:
Exercise 10C
20 min
In this exercise, you will use the new skills you have gained to create a drawing
of a jewel case part. You will use the tools used in previous exercises to
complete this exercise without detailed instruction.

Add views
Dimension and annotate the drawing
Save the drawing
Exercise 10C

Student Notes:
Exercise 10C
1. Create drawing of the Jewel_Case_Done part, as shown.
Exercise 10C

Student Notes:
Exercise 10C: Recap

Add views
Dimension and annotate the drawing
Save the drawing
Exercise 10C

Student Notes:

only a detailed drawing and hints as guidance.
20 min
In this exercise, you will create the case study model drawing. Recall the design
intent of this model:
The drawing should be created using an ISO standard.

The drawing should contain one view that shows hidden lines and the axis.

Student Notes:
Do It Yourself: Drawing of the Base Part

Student Notes:
Case Study: Base Recap
The drawing should be created using an ISO

standard.
The drawing should contain one view that shows
hidden lines and the axis.

CATIA V5 Fundamentals - Master Project: Drill Press Assembly
Student Notes:
Master Project
15 min
The objectives of this project are to create a part, analyze it, add the part to an
assembly, modify the part within the context of the assembly, and create an
assembly drawing. The assembly used in this project is the Drill Press. You have
created several components used in the assembly in case studies throughout
the course.
By the end of this Project you will be able to:

Create the support part for the assembly
Finalize the part
Create the drill press assembly
Edit a part within the context of the assembly
Create a drawing of the Drill Press assembly
Master Project: Overview

Student Notes:
Master Project: Overview (1/3)
The following is a list of the steps that are
required to complete the master project:
1. Create a part.
• Create the support used in the Drill Press
assembly. The part uses features learned
in this course.
• Design Intent:
A stable base feature must be
selected.
The model must be created
symmetrically about the YZ and the ZX
planes, and must sit on the XY plane.
Fillets must be created as separate
features (they cannot be created within
the profile sketches).
Avoid complicated profiles.

Student Notes:
2. Finalize the part.
• Apply material and take measurements of
the model.
• Design Intent:
The model must be made of
aluminum.
Overall dimension, the mass and
center of gravity must be clearly
displayed on the model.
The length of the model must be
double the width of the model.
A parameter must be created to
control the length of the model.
3. Create the Drill Press assembly.

• Using the models you have built in case
studies, as well as additional models,
create the Drill Press assembly.
• Design Intent:
Select the most stable base
component.
Fully constrain all components in the
assembly.

Student Notes:
4. Modify a part in the context of the
assembly.
• Makes changes to the support within the
context of the assembly.
• Design Intent:
The diameter of the hole must update
when changes are made to the
handle block.
5. Create an assembly drawing.

• Create a simple assembly drawing of the
Drill Press assembly.
• Design Intent:
Three main views of the drawing
must be shown.
Overall dimensions for the Drill Press
must be displayed on the drawing.
The drawing must contain a title
block.

Student Notes:
Master Project: Overview Recap
Create the support

Finalize the part file
Create the Drill Press assembly
Edit a part within the context of the assembly
Create an assembly drawing

Student Notes:
Master Project: Part Creation
60 min
The objective of this step is to plan and create the support part. The support
part is part of the Drill Press assembly. High-level instruction for this exercise is
provided.
By the end of this step you will be able to:

Create a new part
Determine the best base feature
Determine the best tool for each feature
Save a file
Step 1 - Part Creation

Student Notes:
Master Project: Part Creation (1/10)
1
Here is a list of required tasks to guide you:
1. Create a base feature.

• Select a stable base feature. For the
support, a simple block shape is best.
Create the block so that the bottom of the
block is located on the XY plane, and the
box is symmetric about the YZ and ZX 2
planes.
2. Remove material.
• Remove the material using a pocket feature.
3. Create cylindrical pad.

• Create the top cylinder using a pad feature.
This feature could also be constructed with
a shaft. What are the benefits of using a 3
pad?

Student Notes:
Here is a list of required tasks to guide you
(continued):
4. Remove side material.

• Remove the side material using a pocket
feature. 4
5. Remove material from the other side.

• Remove the material from the other side by
mirror the pocket created in step 4 about a
reference plane.
5
6. Apply 1degree draft to the cylindrical
surface.
• Apply a 1 degree draft to side surface of the
cylindrical pad. Use the bottom surface of
the block as the neutral element. Make sure 6
the pull direction appears as shown.

Student Notes:
(continued): 7
7. Apply a 1 degree draft to the sides of the

base.
• Apply a 1 degree draft to 8 side surfaces of
the block. Use the bottom surface of the
block as the neutral element. Make sure the
pull direction is as shown.
8. Create Pad.
• Create a pad through the block. Create the
pad in the center of the block, then extrude
in both directions equally. 9
8
9. Apply fillets to the model.

• Apply fillets to the model. All fillets are 5mm.

Student Notes:
(continued):
10
10. Create lip.
• Create the lip at the base of the block by
offsetting the bottom surface of the block in
the Sketcher workbench. Recall the design
intent: the bottom of the support must sit on
11
the XY plane.
11. Shell the model.

• Shell the model leaving a 5mm inside
thickness. Remove the two surfaces as
shown.
12. Create a hole.

• Create a 70mm diameter hole at the top of 12
the block.

Student Notes:
(continued):
13
13. Create a stiffener.

• Create a stiffener in the center of the
support.
14. Create 1 degree draft on stiffener. 14

• Apply a 1 degree draft to the sides of the
stiffener. Use the bottom surface of the
support as the neutral element. Ensure the
pull direction appears as shown.
15. Create edge fillets on the four edges.

• Add 5mm edges fillets to the inside four
edges of the stiffener as shown.
15

Student Notes:
16 17
(continued):
16. Create a Tritangent fillet.

• Add a tritangent fillet to the stiffener.
17. Create edge fillets on the two outside

edges of the stiffener.
• Complete the stiffener by adding 5mm
edge fillets to the end edges.
18. Create and pattern a hole.

• Create an 8 mm diameter hole on the lip of
the support and use the rectangular pattern 18
tool to create the other three.

Student Notes:
(continued):
19. Add two cataloged features.

• The tabs have been created for you and
are located in the Tabs.Catalog file. Use
the references for the user feature as 19
shown.
• Create two planes as the sketch support
reference. The first plane is offset from the
XY plane 50mm, the second is offset
170mm from the XY plane.
Side Face
reference
Front Face
reference

Student Notes:
(continued):
20. Add edge fillets to both tabs and lip edge.

• Finish the model by adding 5mm fillets to
the tabs and the edge between the lip and
the block.
20

Student Notes:
1. Create the support part.
Detail views on the next page.

Student Notes:
1. Create the support part (continued).

Student Notes:
Master Project: Part Creation Recap
Create a new part

Save a file

Student Notes:
Master Project: Finalize the Part
45 min
The objective of this step is to finalize the support part. Material will be applied,
measurements taken, and formulas developed. High-level instruction for this
exercise is provided.

Apply material to the model
Save overall length and width measurements
Calculate the mass of the model
Locate the center of gravity
Create formulas
Step 2 – Finalize the Part

Student Notes:
Master Project: Finalize the Part (1/4)
Continue with the support part created in step 1. If
you did not complete step 1, use
Support_Step1.CATPart from the completed folder.
Here is a list of required tasks to guide you: 1
1. Apply material to the model.

• Apply aluminum to the model.
2. Create formula to control the width of the

model.
• Create a formula that equates the width of
the model to ½ the length. Use the width
and length dimension for the base feature.
Base Feature
width Length

Student Notes:
(continued):
3. Add a user-defined parameter to the

model.
3
• Create a user-defined parameter of type
[length]. Name the parameter [Length].
Give the parameter a value of [485mm].
4. Equate the length of the model to the

user-defined parameter.
• Equate the length dimension to the new
parameter. Test the parameter by changing
the Length parameters value back to
[480mm].

Student Notes:
Here is a list of required tasks to guide you 5
(continued):
5. Calculate the overall length, width, and

height of the model.
• Calculate the measurements as shown.
Customize the measurements to all
calculate the components. Save the
measurements.
6. Determine the mass of the support.

• Customize the Measure Inertia tool to only
calculate mass. Save the measurement.

Student Notes:
To help, here is a list of required tasks
(continued):
7. Locate the center of gravity.

• Create a point at the center of gravity using
the Create Geometry option from the
Measure Inertia window.
8. Hide the Geometric set and the

Measurements.
• For clarity, hide the Geometrical Set.1 and
Measure branches of the specification tree.

Student Notes:
Master Project: Finalize the Part Recap
Apply material to the model

Save overall length and width measurements
Calculate the mass of the model
Locate the center of gravity
Create formulas

Student Notes:
Master Project: Create an Assembly
60 min
The objective of this step is to create the Drill Press assembly. This assembly
contains all the parts you have created in the case studies, as well as the
support part. High-level instruction for this exercise is provided.

Create a new assembly
Add components to the assembly
Fully constrain the assembly
Modify display properties
Save the file
Step 3 - Create an Assembly

Student Notes:
Master Project: Create an Assembly (1/7)
All sub-assemblies have already been created
for you. The structure of the Drill Press
assembly is shown. Casing_Sup.CATPart
Casing_Inf.CATPart
Here is a list of required tasks to guide

you: Bloc_Engine
.CATProduct
Support
.CATPart
1. Create new assembly.
• Create a new assembly. Name the
assembly [Drill_Press].
Handle_Mechanism
Drill_Support
.CATProduct
.CATProduct
2. Add the Stand.CATProduct.
• The first component assembled into
the file should be the most stable. In
this case, the Stand sub-assembly is
the best choice. Use the Fix constraint
to fully constrain the component. Stand.CATProduct

Student Notes:
(continued):
3a
3. Insert Support.CATPart.
• Add the Support to the assembly. If you did
not complete step 2, use
Support_Step2.CATPart in the completed
folder instead.
3c
a. The inside bottom surface of the support
should be on the same plane as the top of 3b
the column.
b. The ZX plane in the support should be
parallel with the side of the table.
c. The axis of the pad on the support should
be coincident with the axis of the column.

Student Notes:
(continued): 4a 4b
4. Insert Bloc_Engine.CATProduct.
a. Make the surface of the Engine support
parallel with the YZ plane in the support.
b. Make the axis of the hole coincident with the
hole in the tab on the support.
c. The bottom surface should be in contact
with the top surface of the tab.
4c

Student Notes:
5a
(continued):
5. Insert Drill_Support_L9.CATProduct.
a. Align the axis of the Canella_Axis with the
axis of the hole in the support.
b. Make the side of support plaque parallel
with the side of the side of the table.
5b

Student Notes:
(continued): 6a
6. Insert Handle_Mechanism.CATProduct.
a. Make the axis of the handle block coincident 6b
with the axis in the circular pad on the
support. 6c
b. Make the bottom surface on the revolved
feature in the handle block in contact with
the circular pad on the support.
c. Make the top surface of the connecting rod
parallel with the top surface of the support.
d. Add an external line contact constraint,
using the surface contact tool between the
circular surface of the bearing and the top
surface of the support plaque.
6d

Student Notes:
(continued):
7c
7. Add Casing_inf.CATPart. 7b 7a
a. Make one of the center holes in the casing
coincident with the axis of the Canella axis.
b. Make one of the outer holes coincident with
the corresponding hole on the support.
c. Have the bottom surface of the casing in 8a
contact with the top surface of the support.
8. Add Casing_sup.CATPart.
a. Use the default reference planes on both
casing parts to fully constrain the
component as shown.

9b Student Notes:
9a
(continued):
9. Insert Canella_Pulley.CATProduct.
• For clarity, hide the support, and both
casing parts from display.
a. Make the axis of the pulley support
with the axis of the canella axis.
b. Make the top surface of the pulley 10
coincident with the top surface of the
pulley in the Bloc_Engine.
10.Modify the display.

• Re-display all the components in the
assembly. Hide all the constrains and any
visible reference planes.

Student Notes:
Master Project: Create an Assembly Recap
Create a new assembly

Add components to the assembly
Fully constrain the assembly
Modify display properties
Save the file

Student Notes:
Master Project: Edit a Part in an Assembly
40 min
The objective of this step is for you to use the skills learned in this course to add
a feature to the support part in the context of the assembly. Currently, there is no
hole on the support for the handle block to the inserted. In this step, you will
create the hole by referencing the diameter of the handle block. High-level

Edit a part in the context of the assembly
Create a feature using references from other
components in the assembly
Step 4 - Edit a Part in an Assembly

Student Notes:
Master Project: Edit a Part in an Assembly (1/2)
Continue with the Drill Press assembly created in 1
step 3. If you did not complete step 3, use
Step3_complete.CATProduct instead.
Here is a list of required tasks to guide you:
1. Activate the support part.

• To create a feature inside the support model,
the model must be active.
2. Create profile. 2
• Create a profile by projecting the edges of
the handle block. This ensures that the
diameter of the hole is always correct. To
create the projection, rotate the model to 3D
orientation, select the cylindrical surface, and
use the Intersect 3D elements tool.

Student Notes:
Master Project: Edit a Part in an Assembly (2/2)
Here is a list of required tasks to guide you 3
(continued):
3. Remove material.
• Use a pocket feature to remove the material
from the support.
4. Reactivate the assembly.

• Reactivate the assembly. Re-display any
components you may have hidden.
4

Student Notes:
Master Project: Edit a Part in an Assembly Recap
Create a new part

Save a file

Student Notes:
Master Project: Create an Assembly Drawing
20 min
The objective of this step is to create a drawing of the drill press assembly.
Include the overall dimensions of the model and a title block in the drawing.
High-level instruction for this exercise is provided.

Create three main views
Add dimensions
Apply title block
Save a file
Step 6 - Create an Assembly Drawing

Student Notes:
Master Project: Create an Assembly Drawing
Create a drawing of the drill press assembly as
shown. If you did not finish step 4, use
Step4_complete.CATProduct.
Use the following criteria:

• Standard: ANSI
• Format: C ANSI
• Orientation: Portrait
• Sheet Scale: 1:10
• Isometric view’s scale 1:15
• Title Block:
Drawing_TitleBlock_Sample1.

Student Notes:
Master Project: Create an Assembly Drawing Recap

Create three main views
Add dimensions
Apply title block
Save a file

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Student Guide

Show them what you know

Copyright DASSAULT SYSTEMES

Lesson 1: Introduction to CATIA 1-1

The Workbench Concept 1-32

Copyright DASSAULT SYSTEMES i-1

Lesson 2: Profile Creation 2-1

Geometry Creation: Lines 2-19

Copyright DASSAULT SYSTEMES i-2

Recommendations for Constraining 2-57

Profile Creation – Step 5 2-65

Open Profiles 3-19

Case Study: Profile Creation 2-95

Copyright DASSAULT SYSTEMES i-3

Basic Features – Step 3 3-20

Copyright DASSAULT SYSTEMES i-4

Lesson 4: Additional Features 4-1

Project 3D Elements 4-25 Points 4-78

Copyright DASSAULT SYSTEMES i-5

Additional Features – Step 3 4-83

Additional Features – Step 5 4-111

Copyright DASSAULT SYSTEMES i-6

Lesson 5: Dress-Up Features 5-1

Copyright DASSAULT SYSTEMES i-7

Lesson 6: Reusing Data 6-1

Inserting Catalog Items 6-67

Copyright DASSAULT SYSTEMES i-8

Exercise 6D 6-71 Lesson 7: Finalizing Design Intent 7-1

Exercise 6E 6-82 Case Study: Finalizing Design Intent 7-2

Finalizing Design Intent – Step 2 7-11

Creating Measurement Geometry 7-25

Copyright DASSAULT SYSTEMES i-9

Copyright DASSAULT SYSTEMES i-10

Lesson 8: Assembly Design 8-1

Assembly Design – Step 3 8-17

Moving a Component Using the Compass 8-20

Copyright DASSAULT SYSTEMES i-11

Defining a Coincidence Constraint 8-62

Assembly Design – Step 5 8-77

Copyright DASSAULT SYSTEMES i-12

Lesson 9: Designing in Context 9-1

Component Properties Revisited 9-34

Case Study: Designing in Context 9-70

Copyright DASSAULT SYSTEMES i-13

Lesson 10: Drafting 10-1

Using the Compass 10-21 Chain Dimensions 10-54

Copyright DASSAULT SYSTEMES i-14

Drafting – Step 5 10-59

Drafting – Step 6 10-64 Master Project: Part Creation A-6

Master Project: Create an Assembly

Case Study: Drafting 10-91

Copyright DASSAULT SYSTEMES i-15

Lesson 6: Reusing Data

Duration: Approximately 0.5 day

Copyright DASSAULT SYSTEMES

Case Study: Reusing Data

Copyright DASSAULT SYSTEMES

The side fins should be created using a

• This is a typical way to retrieve data from a

Case Study: Reusing Data

Copyright DASSAULT SYSTEMES

Case Study: Reusing Data