Autodesk Inventor 8

®

Essentials

Official Training Courseware

52708-010000-1710A

January 23, 2004

Copyright © 2004 Autodesk, Inc.
All Rights Reserved
This publication, or parts thereof, may not be reproduced in any form, by any method, for any purpose. AUTODESK, INC., MAKES NO WARRANTY, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARDING THESE MATERIALS, AND MAKES SUCH MATERIALS AVAILABLE SOLELY ON AN "AS-IS" BASIS. IN NO EVENT SHALL AUTODESK, INC., BE LIABLE TO ANYONE FOR SPECIAL, COLLATERAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING OUT OF PURCHASE OR USE OF THESE MATERIALS. THE SOLE AND EXCLUSIVE LIABILITY TO AUTODESK, INC., REGARDLESS OF THE FORM OF ACTION, SHALL NOT EXCEED THE PURCHASE PRICE OF THE MATERIALS DESCRIBED HEREIN. Autodesk, Inc., reserves the right to revise and improve its products as it sees fit. This publication describes the state of this product at the time of its publication, and may not reflect the product at all times in the future.

Autodesk Trademarks
The following are registered trademarks of Autodesk, Inc., in the USA and/or other countries: 3D Props, 3D Studio, 3D Studio MAX, 3D Studio VIZ, 3DSurfer, ActiveShapes, ActiveShapes (logo), Actrix, ADI, AEC Authority (logo), AEC-X, Animator Pro, Animator Studio, ATC, AUGI, AutoCAD, AutoCAD LT, AutoCAD Map, Autodesk, Autodesk Inventor, Autodesk (logo), Autodesk MapGuide, Autodesk University (logo), Autodesk View, Autodesk WalkThrough, Autodesk World, AutoLISP, AutoSketch, Biped, bringing information down to earth, CAD Overlay, Character Studio, Cinepak, Cinepak (logo), Codec Central, Combustion, Design Your World, Design Your World (logo), Discreet, EditDV, Education by Design, gmax, Heidi, HOOPS, Hyperwire, i-drop, Inside Track, Kinetix, MaterialSpec, Mechanical Desktop, NAAUG, ObjectARX, PeopleTracker, Physique, Planix, Powered with Autodesk Technology (logo), RadioRay, Revit, Softdesk, Texture Universe, The AEC Authority, The Auto Architect, VISION*, Visual, Visual Construction, Visual Drainage, Visual Hydro, Visual Landscape, Visual Roads, Visual Survey, Visual Toolbox, Visual TugBoat, Visual LISP, Volo, WHIP!, and WHIP! (logo). The following are trademarks of Autodesk, Inc., in the USA and/or other countries: 3ds max, AutoCAD Architectural Desktop, AutoCAD Learning Assistance, AutoCAD LT Learning Assistance, AutoCAD Simulator, AutoCAD SQL Extension, AutoCAD SQL Interface, Autodesk Map, Autodesk Streamline, AutoSnap, AutoTrack, Built with ObjectARX (logo), Burn, Buzzsaw, Buzzsaw.com, Cinestream, Cleaner, Cleaner Central, ClearScale, Colour Warper, Content Explorer, Dancing Baby (image), DesignCenter, Design Doctor, Designer's Toolkit, DesignProf, DesignServer, Design Web Format, DWF, DWG Linking, DXF, Extending the Design Team, GDX Driver, gmax (logo), gmax ready (logo),Heads-up Design, IntroDV, jobnet, ObjectDBX, onscreen onair online, Plans & Specs, Plasma, PolarSnap, ProjectPoint, Reactor, Real-time Roto, Render Queue, Visual Bridge, Visual Syllabus, and Where Design Connects.

Autodesk Canada Inc. Trademarks
The following are registered trademarks of Autodesk Canada Inc. in the USA and/or Canada, and/or other countries: discreet, fire, flame, flint, flint RT, frost, glass, inferno, MountStone, riot, river, smoke, sparks, stone, stream, vapour, wire. The following are trademarks of Autodesk Canada Inc., in the USA, Canada, and/or other countries: backburner, backdraft, MultiMaster Editing.

Third Party Trademarks
All other brand names, product names or trademarks belong to their respective holders.

Third Party Software Program Credits
ACIS Copyright © 1989-2001 Spatial Corp. Portions Copyright © 2002 Autodesk, Inc. Copyright © 1997 Microsoft Corporation. All rights reserved. International CorrectSpell™ Spelling Correction System © 1995 by Lernout & Hauspie Speech Products, N.V. All rights reserved. InstallShield™ 3.0. Copyright © 1997 InstallShield Software Corporation. All rights reserved. PANTONE ® and other Pantone, Inc., trademarks are the property of Pantone, Inc. Portions Copyright © 1991-1996 Arthur D. Applegate. All rights reserved. Portions of this software are based on the work of the Independent JPEG Group. Typefaces from the Bitstream ® typeface library copyright 1992. Typefaces from Payne Loving Trust © 1996. All rights reserved.

GOVERNMENT USE
Use, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in FAR 12.212 (Commercial Computer Software-Restricted Rights) and DFAR 227.7202 (Rights in Technical Data and Computer Software), as applicable.

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Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Chapter 1: Introduction to the Modeling Process . . . . . . . . . . . . . . . . . . . . . 5
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Starting an Autodesk Inventor Design Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Autodesk Inventor Workflow Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Autodesk Inventor Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Part Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Assembly Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Presentation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Drawing Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Using Templates Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Projects in Autodesk Inventor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Project Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Project Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Project Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Creating Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Editing Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Exercise: Projects in Autodesk Inventor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 The User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 The Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 The Panel Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Menu Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 3D Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Exercise: The User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Online Help and Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Help Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 How To Popups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 What's New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Visual Syllabus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Help For AutoCAD Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Autodesk Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Exercise: Online Help and Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Challenge Exercise: Introducing the Modeling Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Chapter 2: Introduction to Sketching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Creating Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Sketch Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Sketch Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Copyright © 2004 Autodesk, Inc. All Rights Reserved

i

Rules for Creating Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Sketch Coordinate System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Precise Input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Editing Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Sketch Doctor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Exercise: Creating Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Constraining Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Constraining Sketches in Autodesk Inventor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Geometric Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Planning Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Showing and Deleting Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Show All Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Use Construction Geometry in the Sketch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Exercise: Constraining Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Dimensioning Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Parametric Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Driven Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Additional Options for Applying Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Automatic Dimensioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Displaying Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 Guidelines for Dimensioning Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Exercise: Dimensioning Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Challenge Exercise: Introduction to Sketching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Chapter 3: Creating Simple Sketched Features . . . . . . . . . . . . . . . . . . . . . 131
Introduction to Sketched Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Simple Sketched Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Consumed and Unconsumed Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sketches and Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sharing Sketch Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Introduction to Sketched Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Working with Sketch Planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Sketch Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using a Part Face to Define a Sketch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Direct Model Edge Referencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Reference Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Working with Sketch Planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Extruded Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Extruded Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Extrude Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Feature Relationships - Join, Cut, and Intersect . . . . . . . . . . . . . . . . . . . . . . . . . . . Specifying Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Creating Extruded Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Revolved Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Revolved Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Revolve Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 133 134 136 137 139 140 141 143 145 148 152 153 154 155 159 160 163 165 166 167 168

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Contents

Feature Relationships - Join, Cut, and Intersect . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Editing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Exercise: Creating Revolved Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Challenge Exercise: Creating Simple Sketched Features . . . . . . . . . . . . . . . . . . . . . . . . . . 176 Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Chapter 4: Introduction to Work Features . . . . . . . . . . . . . . . . . . . . . . . . . 179
Work Planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180 Default Work Planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 The Work Plane Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Examples of Work Planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186 Work Plane Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188 Exercise: Work Planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Work Axes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Default Work Axes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 The Work Axis Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194 Example of Work Axes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Work Axis Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Exercise: Work Axes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200 Work Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Center Point Work Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 The Work Point Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Grounded Work Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208 Additional Examples of Work Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214 Exercise: Work Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Challenge Exercise: Introduction to Work Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Chapter 5: Introduction to Placed Features . . . . . . . . . . . . . . . . . . . . . . . . 219
Fillet Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 The Fillet Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221 Exercise: Fillet Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231 Chamfer Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 The Chamfer Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233 Exercise: Chamfer Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239 Hole and Thread Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240 The Hole Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241 Thread Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246 Exercise: Hole and Thread Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249 Shell Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250 The Shell Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251 Exercise: Shell Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 Pattern Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255 The Rectangular Pattern Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256 The Circular Pattern Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260 Exercise: Pattern Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264 Face Drafts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

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The Face Draft Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Face Drafts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating and Using Color Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating and Using Color Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Creating and Using Color Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Challenge Exercise: Introduction to Placed Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

266 269 270 271 273 274 275

Chapter 6: Assembly Modeling Fundamentals . . . . . . . . . . . . . . . . . . . . . 277
Introduction to Assembly Modeling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assembly Modeling Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assembly Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assembly Panel Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Introduction to Assembly Modeling . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assembly Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . In-Place Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Visibility Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assembly Resequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assembly Restructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Browser Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Browser Display Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enabled Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Grounded Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Design Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Assembly Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing Components in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Place Component Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sources of Placed Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dragging Components into an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Replacing Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Placing Components in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Components in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Parts in Place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Work Features in Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using 2D Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Projected Edges and Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Creating Components in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . Moving Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Degrees of Freedom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Unconstrained Drag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Constrained Drag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Constraint Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Moving and Rotating Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Moving Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Constraining Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Basic Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278 279 285 286 287 288 289 291 292 292 295 296 297 298 299 301 302 303 305 307 309 312 313 314 318 319 321 324 325 326 328 328 329 332 334 335 336 340 344

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Editing Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346 Using ALT-Drag to Place Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348 Exercise: Constraining Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350 Adaptive Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351 Introduction to Adaptive Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352 Methods for Creating Adaptive Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354 Adaptive Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356 Adaptive Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358 Adaptive Occurrence in Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361 Applying Assembly Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362 Tips and Considerations for Using Adaptivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362 Exercise: Adaptive Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363 Assembly Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364 The Analyze Interference Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365 The Analyze Faces Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368 Locating Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372 Exercise: Assembly Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374 Presentations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375 Creating a Presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376 Creating Tweaks and Trails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380 Animating a Presentation View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384 Exercise: Presentations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386 Challenge Exercise: Assembly Modeling Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . 387 Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388

Chapter 7: Introduction to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Setting Drafting Standards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390 Drafting Standards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391 Text Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399 Dimension Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402 Drawing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406 Exercise: Setting Drafting Standards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407 Drawing Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408 Editing the Default Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409 Using a Sheet Format for Sheet Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411 Creating Multiple Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412 Creating Sheet Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414 Defining a Border . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417 Defining a Title Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419 Editing Title Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421 Exercise: Drawing Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424 Projected Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425 Creating a Base View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426 Creating Projected Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429 Editing Projected Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432 Exercise: Projected Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434 Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435 Creating Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436

Copyright © 2004 Autodesk, Inc. All Rights Reserved

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Assembly Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Detail Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Detail Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Detail Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Detail Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Broken Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Broken Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Broken Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Broken Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Break Out Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Break Out Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Break Out Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Break Out Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Managing Views and Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Aligning Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copy Views between Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Moving Views between Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Managing Views and Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dimensioning a Drawing View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Retrieving Model Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Dimensioning a Drawing View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . General Annotation Placement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Annotating Holes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Annotating Centerlines and Center Marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notes and Leaders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Parts Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: General Annotation Placement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Challenge Exercise: Introduction to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

441 443 445 446 447 450 451 452 453 456 459 460 461 463 464 465 466 469 470 471 472 476 477 478 479 480 481 486 490 491 492 500 507 511 516 521 522 523

Chapter 8: Project Exercise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525
Irrigation Control Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526

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Contents

Preface .

Although this manual is designed to be used as a teaching tool for instructor-led courses. Course Objectives At the end of this course. It is recommended that you have a working knowledge of Microsoft Windows 98. Each exercise is taskoriented and is based on real-world examples of mechanical engineering. or Windows XP. This manual is part of the Autodesk Official Training Courseware (AOTC) series designed primarily for instructorled classes. The primary objectives of the manual are to help you become productive quickly with the features and functionality of Autodesk Inventor 8. 2D Drafters wanting to learn the basics of 3D design techniques are also encouraged to attend this course. and to encourage self-learning through the use of the Autodesk Inventor Design Support System (DSS).0/Windows 2000. Autodesk Inventor is designed for easy learning.Preface Preface Preface Introduction Welcome to Autodesk Inventor 8 Essentials Courseware. a training manual for use in Authorized Training Centers and in corporate training and classroom settings. it can also be used for self-paced learning. and a working knowledge of parametric solid modeling concepts. Note Instructor-led training in either short or long courses is an effective method to learn computer application software. The integrated Design Support System (DSS) provides you with ongoing support as well as access to online documentation. 2 Preface . Each chapter in this manual has instructional design so that it is easy to follow and understand. you will be able to: Prerequisites This course is designed to teach new users of Autodesk Inventor the essential elements of using Autodesk Inventor 8 for Mechanical Design. Windows NT 4.

Summarizes the chapter. Each chapter is a collection of topics that together form the theme of the chapter. Topics. constraints or warnings about the topic. Tip Notes can contain information that provides guidelines. Inc.Chapter Flow • • Introduction and Objectives. Prerequisite and Summary. Summary. All Rights Reserved 3 . • Notes and Tips Throughout this courseware. Each topic contains an Introduction. Concepts. Objectives. Note Exercise Data Files Copyright © 2004 Autodesk. Tips provide special information that will enhance your productivity within the topic. Provides an introduction to the chapter theme and states specific learning objectives for the chapter. there are Notes and Tips included for special attention.

Autodesk Inventor uses the paths in the current project file to locate other necessary files. To accommodate this. you set a new project active in the Project Editor. Autodesk Inventor uses projects to help organize related files and maintain links between files.exe on the Autodesk Inventor 8 Essentials CD attached to the back cover of your book. To work on a different project. Insert the Autodesk Inventor 8 Essentials CD-ROM into your computer and follow the instructions in the setup wizard. browse to the root directory of the CD and double-click Setup. and each project may consist of a number of files. When you attempt to open a file. Installing the Exercise Data Files To install the files: Step 1.Exercise Data Files The exercise data files for this manual are supplied in a self-installing file called Setup. 3. If the wizard does not automatically start. Each exercise has a project file that stores the paths to all the files related to the exercise. 4 Preface . Projects Most engineers work on several projects at a time. the exercise files will be installed to the C:\Program Files\Autodesk\AOTC\Inventor 8\Essentials folder unless you use the Browse button to specify a different folder. The Essentials folder contains the files necessary to complete each exercise in the training manual.exe. 2. By default.

. Access the help system and other online resources for learning Autodesk Inventor software. • • Start an Autodesk Inventor design session. • • In this chapter After completing this chapter. The main interface components found in Autodesk Inventor software. different assembly modeling concepts.. Creating and editing project files. The help system and tutorials available to Autodesk Inventor users. and other interface features that are common to all Autodesk Inventor design environments. Create and edit project files for use in different environments and situations. Different types of project files and the environments in which they should be used. The typical workflow on a design session in Autodesk Inventor.. • • File types in Autodesk Inventor. and the types of files you can create and use with Autodesk Inventor software. Panel Bar.Introduction to the Modeling Process Chapter Introduction In this chapter you learn about. Identify the main interface components found in Autodesk Inventor software. The Design Support System or DSS. • • • • • • • • • . Create a design using various methods and workflows.. Project files in Autodesk Inventor. The online help and tutorials available for learning. you will be able to. The Browser.

Understand how to use template files. and file types.Getting Started Overview Overview Overview In this lesson you will learn the Autodesk Inventor software interface. Objectives After completing this lesson. Understand the concept of Parametric Modeling. Understand the typical design workflow when using Autodesk Inventor. workflow. Understand the available file types in Autodesk Inventor. 6 Chapter 1: Introduction to the Modeling Process . you will be able to: • • • • • Start an Autodesk Inventor design session.

If you are new to Autodesk Inventor or if you have just upgraded to the most current release. Procedure Open Dialog Box . with focus on the Autodesk Inventor Projects help links. All Rights Reserved 7 . Learn how to build models quickly: This option opens the main page to a series of helpful tutorials such as Using Constraints. Creating Assemblies. Each link • • Copyright © 2004 Autodesk.Starting an Autodesk Inventor Design Session The first time you start an Autodesk Inventor design session. and Advanced Topics. Inc. the open dialog box will appear showing the Getting Started screen with links to various resources. Learn about AutoCAD to Inventor Help: This option launches a help file specifically designed for AutoCAD users making the transition to Autodesk Inventor.Getting Started Pane Getting Started • • • See "What's New" in Autodesk Inventor: This link opens a help file containing all the new features in this release. Learn about constraints: This option launches a multi-media presentation that will teach you about constraints. Learn about projects: This option presents the Autodesk Inventor Help Site Map. Creating a Part. this screen will present you with links to some helpful information. Features include slide graphics with links to specific help files and other information related to the differences between the software applications.

New Pane New In the Open dialog box. in the What To Do area. in the What To Do area. click Open and the three main areas of the Open dialog box will be displayed. Metric Tab: Lists the available Metric Unit templates.Open Pane Open In the Open dialog box. 8 Chapter 1: Introduction to the Modeling Process . • • • Default Tab: Lists the default templates based upon the default units type you select during installation.presents a help topic with specific information on each project. Open Dialog Box . English Tab: Lists the available English Unit templates. Open Dialog Box . click New and a list of all available templates for creating Autodesk Inventor files will be displayed.

• • • Open Dialog Box . Copyright © 2004 Autodesk. The active project will have a check mark next to the project name.• Locations: This window presents the folders defined in the active project file. Inc. All Rights Reserved 9 . • List of Available Projects: Double click on the project to make it active. • More detailed information on Projects will follow later in this chapter. The Project Location column displays the path where the project is stored. in the What To Do area. Main Window: All files and folders contained in the selected location are listed in this window.Projects Pane Projects In the Open dialog box. Preview Window: This window will display a preview of the selected Autodesk Inventor file. click Projects and Projects . Standard Windows Navigation Buttons: Autodesk Inventor uses standard Microsoft Windows®navigation tools in all of its file related dialog boxes. Each folder icon represents a shortcut you can select to list its files and subfolders. Project Definition Pane: This window displays the project categories and paths defined for each category.Select a project file areas will be displayed.

After you create the sketch you place the required dimensions and the sketch geometry will update to reflect the dimension values you enter. adaptive capabilities in Autodesk Inventor will enable the related parts to change without the need to create complex cross-part parametric equations. Concept Another key aspect to Inventor is it ability to create adaptive parts. As opposed to non-parametric systems whose dimension values are representative of the size of the geometry. When one part changes.Autodesk Inventor Workflow Concepts Autodesk Inventor is a parametric modeler. you focus only on the shape of the sketch. they are stored as individual parameters which you can change at a later time. This means that the geometry is controlled by the parameters and/or constraints that you apply. As you create these dimensions. For example.Before and After Dimensions 10 Chapter 1: Introduction to the Modeling Process . You do not need to draw your lines and circles at specific lengths or diameters. Sketch . Adaptivity enables you to create dynamic relationships between parts in an assembly. If the parameter changes. the geometry to which it has been applied will also change to reflect the new value of the parameter. when you create a 2D sketch in a parametric modeler.

Copyright © 2004 Autodesk. All Rights Reserved 11 . Note: Is is possible to change these parameters to include formulas or use recognizable names such as Length and Width. The parametric capabilities are now extended to the assembly environment by using 3D Constraints to constrain the parts together. the depth of the extrusion is also stored as a parameter and is then used to drive the geometry representing the extrusion. As you create your parametric model. When you extrude your 2D sketch. the parameters are stored in a table that you can access later and change if necessary. After you create the part.The parametric capability then extends beyond the sketch level to the 3D feature level. Inc. you may use it in an assembly file along with other parts. Constraint properties such as Offset and Angle values are stored as parameters within the assembly. These parameters are created automatically and are used by the application to resolve geometry as new features are added.

If changes occur in the part or assembly files. It is possible to retrieve the parametric dimensions used in creating the geometry as well as additional dimensions as required. The image below represents the basic file references that exist in a typical parametric design. Basic Parametric File Relationships 12 Chapter 1: Introduction to the Modeling Process .After you create the parts and assembly. Drawing views are created and maintain an associative link to the part and assembly. those changes will be reflected in the drawing. the parametric technology is extended to the drawing environment.

within each step further variations will occur. Typical Autodesk Inventor Design Workflow Overall Workflow of a Typical Autodesk Inventor Design Session. On the initial sketch you create. • • • • • Be aware of your current Autodesk Inventor Project. All Rights Reserved 13 . With the exception of a couple of fundamental rules. Use one of the templates provided to create your new part. Use both Sketched and Placed Features to create the 3D geometry you require for your design. Projects are used to resolve file references for assemblies. draw the profile of the parts base feature. As the designer. Copyright © 2004 Autodesk. As you proceed through this course. the workflow for creating designs in Autodesk Inventor is flexible. Inc. Procedure In this lesson you will learn the typical workflow of an Autodesk Inventor design session.Autodesk Inventor Workflow Autodesk Inventor has been designed to facilitate the typical workflow you will encounter in the design process. Because typical design workflow changes and evolves with the design. The overall workflow of any Autodesk Inventor design will involve the following steps. you learn more about each of the steps listed below. you will choose the appropriate path based upon your design intent. Place and constrain the parts in the 3D Assembly (required only when the component is part of a larger assembly of components). presentations. there is no set workflow for creating designs using Autodesk Inventor. and drawings.

Repeat the steps above until all components are added to the assembly. All new parts you create will have a blank sketch automatically placed. Create the profile of your geometry on the initial sketch. • • • • Use one of the part templates provided to create a new part. Use standard assembly constraints such as Mate.• • If the design requires an exploded view. create the Presentation representing the exploded assembly. 14 Chapter 1: Introduction to the Modeling Process . You create Additional Sketched and/or Placed features as required to generate the necessary 3D geometry. Part Design Workflow The following steps represent the overall workflow for creating parts using Autodesk Inventor software. Angle. Assembly Creation Workflow The following steps represent the overall workflow for creating assemblies using Autodesk Inventor software. Tangent and Insert to position and constrain the parts to other parts in the assembly. • • • • Create a new assembly using one of the assembly templates provided. You then use sketched features such as Extrude and Revolve to create your Base Feature. Creating 2D Drawings. Place existing parts into the assembly or create new parts in the context of the assembly.

Drawing Creation Workflow The following steps represent the overall workflow for creating drawings using Autodesk Inventor software. Use standard view creation tools to create the required 2D drawing views. Use the annotation tools to create the required annotation. • • • • Use one of the drawing templates provided to create a new drawing. You use the part file to describe the individual parts which make up an assembly. Repeat the steps above to create additional sheets and views as required. All Rights Reserved 15 . The file extension is *. Part Files Part files represent the foundation of all designs using Autodesk Inventor.ipt Principle Copyright © 2004 Autodesk. Inc.

File extension: *.ipn Principle 16 Chapter 1: Introduction to the Modeling Process .Assembly Files Principle Assembly files consist of multiple part files assembled in a single file to represent your assembly. The assembly file contains references to all of its component files. It is also possible to animate the exploded views to simulate how the assembly should be put together or taken apart.iam Presentation Files You use presentation files to create exploded views of the assembly. File extension: *. You use assembly constraints to constrain all of the parts to each other.

File extension: *. and views required for manufacturing. When you use a drawing file to create 2D views of an existing 3D model. Drawing files include dimensions. the views are associative to the 3D model and changes in model geometry are automatically reflected in the drawing. annotations. Inc.Drawing Files You use drawing files to create the necessary 2D documentation of your design. You can also use drawing files to create simple 2D drawings in much the same way you would use other 2D drawing programs.idw Principle Copyright © 2004 Autodesk. All Rights Reserved 17 .

18 Chapter 1: Introduction to the Modeling Process . Principle Autodesk Inventor offers template files for each type of file. for metric units such as millimeter and meter. snap spacing. and (c) Metric. click the tab representing the required unit type. properties such as units. Need Your Own Custom Template Tab? Tip Create a new folder containing at least one file in the templates folder of your Autodesk Inventor installation. By using the template files you create. then select the appropriate template and click Open. Open Dialog Box . Template files are categorized into two main groups: (a) English for english units. The Open dialog box offers three tabs: (a) Default. and default tolerances are automatically applied to your new file. The next time you create a new Autodesk Inventor file. inch and feet and (b) Metric. a new tab will appear in the Open dialog box with the name of your new folder. while the English and Metric tabs present template files for their respective units. (b) English. The Default tab presents templates based upon the default unit you select during installation.Using Templates Files Template files serve as the basis for all new files you create using Autodesk Inventor software.Templates To create a new Autodesk Inventor file.

the location of the part files must be resolved. Inc. The same is true when loading a drawing or presentation files. When an assembly file is loaded.Projects in Autodesk Inventor Overview Overview Overview You use project files to resolve path locations of Autodesk Inventor software files. you will be able to: • • • • • Understand the concept of Projects Understand the concept of Autodesk Inventor project files Setup Autodesk Inventor Projects Create Autodesk Inventor Projects Edit Autodesk Inventor Project files Copyright © 2004 Autodesk. In this lesson you will learn the concept and implementation of Autodesk Inventor software Project files. All Rights Reserved 19 . Active Project Objectives After completing this lesson.

The below image represents file dependencies that exist in a typical assembly design. This is the sole purpose of project files. The design and documentation of a single part file will require at least two separate files: (a) a part file and (b) a drawing file. or drawing file. and (c) drawing files. The design and documentation of assembly models will require a minimum three different file types: (a) assembly files. Autodesk Inventor software knows exactly where to look for the required files when opening an assembly. 20 Chapter 1: Introduction to the Modeling Process . drawing. each one will consist of multiple files and file types. the active project file is used to resolve path locations to the referenced files. Project Concepts Using separate files for each file type is critical for performance and is common among most parametric modeling systems. Typical File Dependencies When you open an assembly. By storing path information for each project.Project Concepts When you use Autodesk Inventor software to create designs. or presentation file. presentation. (b) part files.

and vault modes. In the below image. Only one designer should use a project with a defined workspace in a single session of Autodesk Inventor at a time. the workspace should be the only defined editable location.Project Files When you create designs you probably organize them in different folder locations. For single-user and vault modes. All Rights Reserved • • 21 . Do not make a local search Copyright © 2004 Autodesk.Concept There is no limit to the number of project files you can create. but only one project can be active at any time. Local Search Paths: Avoid using a local search path except for design exploration. The same is true for Autodesk Inventor Project files. Project Files . Workspace: A personal location where you edit your personal copy of design files in single-user. Inc. A typical Autodesk Inventor design will make use of some or all of these categories depending on the structure of your assembly and the environment in which you are working. Do not use it for design project data. semi-isolated. Project File Categories • Included File: In a semi-isolated environment. the active project is identified by the check mark. Example List of Available Projects Project File Categories Each Project file is divided into separate categories in which you will define different paths. the master project shared by the design team is included in individual projects so that all data in the workgroup folder are accessible and managed from a single project. You will generally create one project file for each design you create.

changing the library name later will break library references. then the order each category appears in the Project window. or can also include common parts that you design. change. Local Search Paths 4. • • Project Categories . Assembly files exist in the Robot Assembly folder. When Autodesk Inventor software needs to locate referenced files. each needs a descriptive name that should not change.Search Order Knowing and remembering the category search order is critical to properly implementing and managing project files. Libraries: You use this category to define search paths for part libraries. Options: You use these properties to set specific options for the Project file. The common factors in all Libraries is that the path is considered by Autodesk Inventor software to be read-only and parts stored within a library search path rarely. 22 Chapter 1: Introduction to the Modeling Process . • Workgroup Search Paths: Workgroup folder locations are defined in the project workgroup search path and are the master project locations used by shared and semi-isolated modes for file check out and check in. If library folders are defined. you will see the assembly file is stored in a different location from the component files. 1. Libraries 2. if ever. Because the library name is stored in the reference.path a subfolder of the workspace folder. Workspace 3. it will search for files using paths contained in each category using the following order. Project Category Search Order When examining this diagram. The below image represents a typical Project file with path locations defined in each category. • • Component files exist in the Components folder. Local search paths are searched after the workspace is searched. Part libraries can consist of standard off-the-shelf components that you use in your designs. Workgroup Search Paths A simple way to remember the search order is to remember Libraries first.

The Hex Cap Screw is stored in a folder defined as a Library category.Because the Components folder is a sub-folder of the defined workspace. it is used to resolve the component locations. Inc. File Resolution Example Copyright © 2004 Autodesk. All Rights Reserved 23 .

24 Chapter 1: Introduction to the Modeling Process . Note: You cannot edit the active Project or activate a different project. Edit Project Pane: Select the category or right-click on the option you want to change.Project Pane The Projects portion of the Open dialog box is divided in to two panes. Procedure In this lesson you will learn how to setup Project files for both a single-user and multiuser environment. For example.Project Setup How you setup your Projects will depend largely on the type of environment in which you are working. The Category Search Path stores the path location. Open Dialog Box . Typical Single-User Project Select Project Pane: Select a Project to edit or double-click on a Project to activate it. • • The Named Shortcut will appear in the Open dialog box. if there are files open in Autodesk Inventor software. setting up Projects for a single user environment will differ from multi-user environment. When you edit search paths they are divided into two sections: (a) Named Shortcut and (b) Category Search Path. enabling you to easily navigate to the search path.

Using Relative Paths in Your Project Files It is possible to set your Project file to use relative paths instead of storing the complete path in each category.Location Shortcuts When you Open files.\ followed by the folder location relative to the physical location of the Project file. In the following example.ipj file is stored in the folder C:\Designs\Robot Assembly.Open Dialog Box . the path settings begin with . Using relative paths enables greater portability of your Project Files and datasets. When you enable the Use Relative Paths setting. Relative Paths On/Off Copyright © 2004 Autodesk. Inc. the Locations area of the dialog box displays all of the Named Shortcuts contained in the active Project. All Rights Reserved 25 . the Robot-Assembly.

Options Dialog Box . On the Tools menu. click Application Options. The default Projects Folder option is will be set to your My Documents folder. If you would like to use a different path for your Project files. As long as the folders maintain their relative location to the storage location of the Project file.When you use relative paths in your Project file. you need an efficient way of locating them. Project File Location We recommend that you store your project file in the upper level folder of your project design folders. This will help to keep your project file organized with your designs and will simplify portability issues.Project File Location Projects Folder Option Because you can store your project files in a number of different locations. then click the Files tab. Rather than search every folder on your computer or network. enter or browse a new location. Autodesk Inventor software uses Windows®shortcuts to point to the project files that have been accessed on your computer. it is possible to physically move the entire folder structure to another location or storage device.Projects Folder 26 Chapter 1: Introduction to the Modeling Process . Autodesk Inventor will be able to resolve the files as required. Typical File Structure .

it is a good idea to set up subfolders under your project workspace or workgroup folder. • Copyright © 2004 Autodesk. and off-the-shelf components such as fasteners. To help organize your design files. Use these guidelines as you create a folder structure for files associated with a project: • • • Follow your company standards and naming conventions for the project folders. If you intend to reference existing design files. You can keep all your design files for a project in the subfolders. set up a folder structure before you create a project and start saving files. Listing of Project File Shortcuts Setting Up Folder Structures A typical project might have parts and assemblies unique to the project. or electrical components. making it a logical way to organize the files used in a design project. or define a library in your project that locates the root folder of the project in which the parts were released. Inc. copy them to a library folder. standard components unique to your company. The Project file shortcuts in the right-hand pane of the Explorer window are not the actual project files. All Rights Reserved 27 . Keep the subfolder structure relatively flat and do not store files that are unrelated to the project under the root folder. or rename files. To reduce the possibility of file resolution problems. if you change the folder structure. Always save new files in the workspace or workgroup defined for your project or one of its subfolders. you are likely to break file references. copy them to the desired workspace or workgroup subfolder. Because references are stored as relative paths from project folders. the My Documents folder is selected to list all files. move. fittings. Avoid storing more than one hundred files in a single folder. They are Windows®shortcuts to the actual project files. If you plan to edit files from existing designs.In the below image.

If library folders are defined. The file check-out status is not available in the browser. • Off (Single User): You use this option for a single-user environment where Check-In and Check-Out capabilities are not required because the data is not shared with others in a workgroup.\.) Not defined. (Same location as project file. Place the project Chapter 1: Introduction to the Modeling Process Options 28 .\. Multi User = Off Use relative path = True Old versions to keep on save = 1 (the higher the number the more disk space required). Of the multi-user modes. You do not have to check out files. All design files are in one folder (the workspace) and its subdirectories. and locate the Workgroup at . you can locate the workgroup on his or her computer and make it available as a network share to other team members. • Shared: Shared user mode is only appropriate for small design groups with well-defined roles for editing design files. each needs a descriptive name that should not change.Multi-User Project Settings There are four Multi-User settings that you can use to control the type of Project. Typical Multi-User Off (single) project setup Included File Workspace search paths Local search paths Workgroup search paths Library Locations Not defined. shared is the least flexible because all design team members share a single workgroup location. changing the library name later will break library references. If one designer is doing most of the work. Because the library name is stored in the reference. One defined at . A shared project defines a workgroup location and one or more library locations. The setting you choose will largely depend upon your working environment. except for files referenced from libraries. Not defined. Set the project to Use Relative Paths = True. Original files are stored in a personal workspace that is intended to be used by only a single user. One or more defined.

) Not defined. after you make design changes and decide to discard them. Design team members share the workgroup location. rather than copy them locally. Designers can see when someone has a file checked out and are prevented from replacing the work of one another. and cannot access vault advanced database query and configuration capabilities. where they make and save file changes. or deleted using Microsoft®Windows Explorer. Semi-isolated mode is useful when you need to isolate a part or subassembly. If library folders are defined. A file status browser shows the check-out status of project files that are in the workgroup and workspace locations. changing the library name later will break library references. One or more defined. If necessary. each needs a descriptive name that should not change. Inc. Unlike the vault. Note that checking out a file does not protect it from being moved. Design team members open. Design team members always have access to the most up-to-date versions when they open files or refresh them. • Semi-Isolated: If Autodesk Vault is not available. One defined at . work on. you have access to only the number of file versions you specify in the project. copied. Not defined. All Rights Reserved 29 . semi-isolated mode is the most powerful of the multi-user options.\. you can cancel the Options Copyright © 2004 Autodesk. Because the library name is stored in the reference. Canceling a check out makes it available to other designers but does not restore it to its state before check out.(. and save the original files directly in the workgroup folders where they are stored. You can check files in and out from the file status browser. Typical Shared mode project setup Included File Workspace search paths Local search paths Workgroup search paths Library Locations Not defined. (Same location as project file. Multi User = Shared Use relative path = True Old versions to keep on save = 1 (the higher the number the more disk space required).ipj) in the workgroup folder. or work with copies of parts and assemblies to evaluate design variations.

check out to revert the file back to the original file. One advantage semi-isolated mode has over vault mode is that each designer needs only enough workspace storage for files he or she is actively editing, and there is no need to update the workspace to see changes other designers have checked in. Each designer always has access to the latest checked-in changes, plus any personal changes. All design team members share a master project, which is included in their personal project, and defines the workgroup and library locations of the design project data files. Checking out files automatically copies them from the workgroup to your personal workspace for editing. Checked-out files are saved to your personal workspace after editing. Files not checked out continue to be referenced from the central work group location and cannot be saved. Design team members do not see changes to files saved by others until the files are checked in to the workgroup location. A file status browser shows the check-out status of project files that are in the workgroup and workspace locations. You can check files in and out from the file status browser. Upon file check in, the file is automatically copied from your personal workspace to the workgroup removed from your personal workspace, and the previous version moved to the OldVersions folder. The workgroup uses this new version when the file is opened or checked out in the future. Canceling a check out removes the file reservation, deletes the workspace version, and leaves the original file in the workgroup. No changes are saved to the file. When you save a file, the previous version is moved to the OldVersions folder. Any designer that already had the file open will continue to access that version until they refresh or close and reopen the file.

Master Project (shared by entire group) setup
Included File Workspace search path Local search paths Workgroup search paths Not defined. Not defined. Not defined. One defined at .\.

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Chapter 1: Introduction to the Modeling Process

Master Project (shared by entire group) setup
Library Locations When library locations are defined, each must have a descriptive name that does not change and a UNC-based location. The library name is stored as part of the references to files it contains. Library locations can be defined to be in a subfolder of the workgroup, particularly for cases such as the content library. For example, the name would be Content Library and the location would be ./Content Library. Options Multi User = Semi-Isolated Use relative path = True Old versions to keep on save = 1 (the higher the number the more disk space required).

Personal Project (one for each user) setup
Included File Location of the workgroup project using a UNC path. You can browse to the included file from the project editor or enter the path. Location of your personal workspace. Locate the personal project at .\(your personal workspace folder). Not defined. Not defined. It is inherited from the group project file. Not defined. It is inherited from the group project file. Use relative path = True Other options are inherited from the master project. • Vault: (You must install Autodesk®Vault to use this mode.)

Workspace search paths

Local search paths Workgroup search paths Library Locations Options

Copyright © 2004 Autodesk, Inc. All Rights Reserved

31

Creating Projects
You begin to create project files via a wizard type interface. You are prompted to fill in the relevant information such as Type of Project, Project Name, Workspace Folder, and Libraries to import from other Projects. After the initial creation is complete, you proceed to adding the required paths to the categories you will use.
Procedure

In this lesson you will learn how to create a project file.

Access Methods
You can use either the Autodesk Inventor internal project editor or the standalone project editor to create new projects. Menu Standalone Project Editor File > Projects Start > Programs > Inventor 8 > Tools > Project Editor

Process Overview - Creating Single User Projects
The following steps represent an overview for creating a Single User Project. 1. 2. In the Open dialog box, in the Project Pane, click New. In the Autodesk Inventor project wizard dialog box, click New Single User Project and click Next.

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Chapter 1: Introduction to the Modeling Process

3.

In the Name field, enter Flange-Assembly and in the Project (Workspace) Folder field, enter C:\Designs\FlangeAssembly. Click Next.

4.

If you have any projects with Libraries defined, they will appear in this list. This enables you to copy Library Paths from other project files. Click Finish to create the project. If you are prompted to create the path, click OK.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

33

Process Overview - Creating Semi-Isolated Projects
The following steps represent an overview for creating a Semi-Isolated Project. Your begin by creating a Master Project. 1. 2. In the Open dialog box, in the Project Pane, click New. In the Autodesk Inventor project wizard dialog box, click New Semi-Isolated Master Project and click next.

3.

In the Name field, enter a name for the Master Project. In the Project (Workgroup) Folder, enter a path to the Workgroup folder and click Next.

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Chapter 1: Introduction to the Modeling Process

4.

If you have any projects with Libraries defined, they will appear in this list. This enables you to copy Library Paths from other project files. Click Finish to create the project. If you are prompted to create the path, click OK.

After you create your Master Project you create a Personal Project. 1. In the Open dialog box, in the Project Pane, select the Master Project to use for your Personal Project, then click New.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

35

2.

In the Autodesk Inventor project wizard dialog box, click New Semi-Isolated Workspace and click Next.

3.

In the Name field, enter a name for your Workspace Project and enter a path for your workspace. Verify the Master Project File is listed correctly and click Finish. If you are prompted to create the path, click OK.

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Chapter 1: Introduction to the Modeling Process

Editing Projects
You can use the internal Project Editor or the Standalone Project Editor located on the Windows®Start menu to edit projects. In the Select Project Pane, select the Project to edit. In the Edit Project Pane select the category or option you need to edit. Depending on the item you edit, different options will be available on both the shortcut menu and to the right of the Edit Project Pane.
Procedure

Command Access
There are two methods available for editing projects. Menu Standalone Project Editor File > Projects Start > Programs > Inventor 8 > Tools > Project Editor

Project Pane - Open Dialog Box

When editing projects, right-clicking on the various categories or options will display the following shortcut menus.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

37

Included File Options

Open: This option opens the project file used in the included file link. Edit: This option edits the link to the included project file. Delete: This option deletes the link to the included project file.

Workspace and Library Category Options

Add Path: This option adds a path to the workspace category. Enter a named shortcut and search path in the fields below the category. Add Paths from File...: This option adds the workspace path contained in another project file. A dialog box will appear for you to select the project file. Paste Path: This option pastes a path that was copied to the clipboard. Delete Section Paths: This option deletes all paths from the category.

Local and Workgroup Category Search Path Options

Add Path: This option adds a path to the workspace category. Add Paths from File...: This option adds the workspace path contained in another project file. A dialog box will appear for you to select the project file. Add Paths from Directory...: Select this option to add the path of a selected directory including all sub-directories. Paste Path: Select this option to paste a path that was copied to the clipboard. Delete Section Paths: Select this option to delete all paths from the category.

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Chapter 1: Introduction to the Modeling Process

Multi-User Options

Off: Use this option for a single-user environment where Check-In and Check-Out capabilities are not required because the data is not shared with others in a workgroup. Shared: Use this option in a workgroup environment where multiple users may access the same data files. This option enables you to take advantage of the Check-Out/CheckIn features. When you edit any file, you will be prompted to check the file out at which time, the file will remain in its current folder but will be locked from editing by other users. Semi-Isolated: Use this option in a workgroup environment where multiple users may be accessing the same data files. When you edit a file, you will be prompted to check the file out at which time the file will be copied to the workspace defined in your project. The original file remains in its original location, but it is locked from editing until you check-in the version contained in your workspace folder. Vault: Only available if Autodesk Vault is installed.

Edit and Position Buttons
Edit and Position Buttons appear on the right-side of the Projects dialog box. Move Up: Select this option to move the selected path up in the search order within its category. Move Down: Select this option to move the selected path down in the search order within its category. Add Path: Select this option to add a path to the selected category. Edit Path: Select this option to edit the selected path.

Editing the Active Project
You must close all files in Autodesk Inventor before attempting to edit the active project.
Note

Copyright © 2004 Autodesk, Inc. All Rights Reserved

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From the Main table of contents page. Completed Active Project File 40 Chapter 1: Introduction to the Modeling Process . You are creating a Single User Project file with a Workspace and Library. The completed exercise is shown in the following image.Exercise: Projects in Autodesk Inventor In this exercise. click Exercise: Projects in Autodesk Inventor 2. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. click Chapter 1: Introduction to the Modeling Process From the table of contents for Chapter 1: Introduction to the Modeling Process. you will create the Project file to be used for the remainder of this course.

Presentation. Autodesk Inventor Interface Objectives After completing this lesson. you will be able to: • • • • • • Identify the Browser in the Assembly. and Drawing environments Identify the Panel Bar Identify the Standard toolbar and groups of standard tools Understand how the menu structure is context sensitive based upon the environment you are using Identify and use Keyboard Shortcuts Identify the 3D Indicator and what it represents Copyright © 2004 Autodesk. Part. All Rights Reserved 41 .The User Interface Overview Overview Overview In this lesson you will learn about the Autodesk Inventor 8 software interface. Inc.

If you select an assembly constraint. 42 Chapter 1: Introduction to the Modeling Process . and Z Planes. and Z Planes. Axes.The Browser The Browser is one of your main interface components. you will use the various browser modes. it displays the origin folder containing the default X. It will also list all features you use to create the part. Browser . Nested under each part you will see the assembly constraints. Axes.Position View When you use the browser in the Assembly Modeling Environment. an edit box will appear at the bottom of the browser enabling you to edit the offset or angle value for the constraint.Part Modeling Assembly Modeling Environment . While you use the Part Modeling environment. For example. and Center Point. Y. Y. it will display the origin folder containing the default X. Part Modeling Environment When you use the browser in the Part Modeling Environment. Procedure As you progress through this course. and Center Point. Features are listed in the order in which they are created. when you work on an assembly you use the browser to present information specific to the assembly environment. It is context sensitive with the environment you use. It will also list all parts you use in the assembly. the browser displays information that is relevant to part modeling.

Assembly Modeling Presentation Environment When you use the browser in the Presentation environment. Browser . It is also possible button to switch the browser mode from Tweak View to Sequence View to select the or Assembly View. All Rights Reserved 43 . Inc. Browser . This is useful when performing part modeling functions in the context of the assembly.Note: If you select the Position View drop-down button you can select Modeling View to switch the browser to display the part features nested under the parts instead of the assembly constraints. When you expand each weak you will see the part(s) included in each one. it will display the Presentation views you create followed by the tweaks you use for the explosion.Presentation View Copyright © 2004 Autodesk.

borders.Drawing Environment In the Drawing Environment. title blocks and sketched symbols.Drawing Modeling 44 Chapter 1: Introduction to the Modeling Process . Browser . the browser displays the Drawing Resource folder containing sheet formats. It will also display each sheet in the drawing along with the views you create for each.

and keyboard shortcuts are displayed. All Rights Reserved 45 .Expert Mode Copyright © 2004 Autodesk. names. the panel bar will automatically switch to display the correct tools for the context where you work. Tools are displayed with icons only. Assembly Panel .The Panel Bar The panel bar is your primary interface to the tools available while you design. when you switch from assembly modeling to part modeling. The tool icons. Right-click anywhere on the Panel Bar and select Expert.Learning Mode Select the Assembly Panel drop-down menu and click Expert. Procedure The Assembly Panel Bar is displayed below in the default Learning mode. For example. Note: You can also access the Expert mode. Inc. Assembly Panel Bar . The context sensitive design presents the relevant tools based upon the current context of your design session. The Panel Bar switches to Expert mode. This mode allows more area for the browser window.

dimensions.You use the Part Modeling Panel Bar to create sketched and placed features in the modeling environment. and constraints. Sketch Panel Bar 46 Chapter 1: Introduction to the Modeling Process . Part Modeling Panel Bar You use the Sketch Panel Bar in the modeling environment and for assembly based sketching to create 2D parametric sketches.

Presentation Panel Bar You use the Drawing Views Panel Bar in the drawing environment to create drawing views on the sheet. All Rights Reserved 47 . tweaks. Drawing Views Panel Bar Copyright © 2004 Autodesk. Inc. and animate geometry in the presentation environment.You use the Presentation Panel Bar to create presentation views.

Drawing Annotation Panel Bar 48 Chapter 1: Introduction to the Modeling Process .You use the Drawing Annotation Panel Bar in the drawing environment to add reference dimensions and other annotation objects.

Standard Toolbar . Zoom Window. Inc. Rotate. It is organized into groups based upon functionality. Standard Toolbar .Toolbars There are several toolbars available for you to use. This area of the toolbar displays tools for standard file and modeling operations.Viewing Tools This area of the toolbar displays appearance related tools for controlling your model's appearance.File and Modeling Tools This area of the toolbar displays standard viewing tools such as Zoom All. and others. Standard Toolbar The Standard toolbar is displayed here in three separate images. Standard Toolbar . but by default only the Standard toolbar is displayed. All Rights Reserved 49 . Procedure Customizing toolbars is beyond the scope of this course.Appearance Tools Copyright © 2004 Autodesk. Please refer to the Autodesk Inventor help system for more information.

you should take the time to familiarize yourself with the different options that appear on the menu while working in different environments. The menu structure is context sensitive based upon the environment and mode you are using.Assembly Modeling Environment Insert Menu .Part Modeling Environment Insert Menu . Procedure As you are learning Autodesk Inventor.Menu Structure Autodesk Inventor software utilizes the standard pull-down menu structure common in all Windows application. Insert Menu .Drawing Environment 50 Chapter 1: Introduction to the Modeling Process .

Keyboard Shortcuts On the panel bar and menus. Inc. the keyboard shortcuts will be listed for the tools as they are explained. Procedure Where applicable. and Presentation environments. you will use keyboard shortcuts to access tools. Shortcut Keys Displayed on Panel Bar 3D Indicator While using the Assembly. Y. the 3D Indicator is displayed in the lower left area of the graphics window. Part Modeling. Procedure 3D Indicator Red: X-Axis Green: Y-Axis Blue: Z-Axis Copyright © 2004 Autodesk. Z axis of the coordinate system. Entering the keyboard shortcut is the same as clicking the tool on the panel bar or menu. P for Place Component. The indicator displays your current view orientation in relation to the X. N for Create Component. For example. All Rights Reserved 51 .

and sketching environments. From the Main table of contents page.Exercise: The User Interface Open an assembly and explore the Autodesk Interface. You will experiment with different interface objects in the assembly. click Chapter 1: Introduction to the Modeling Process From the table of contents for Chapter 1: Introduction to the Modeling Process. The completed exercise is shown in the following image. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. 52 Chapter 1: Introduction to the Modeling Process . part modeling. click Exercise: The User Interface 2.

Visual Syllabus Objectives After completing this lesson. and Tutorials are all available. In this lesson you will learn about the different resources available for learning Autodesk Inventor.Online Help and Tutorials Overview Overview Overview Autodesk Inventor software offers several types of online help and tutorial references. Inc. you will be able to: • • • • • • • Understand Help Topics Use the How To Popups Access the Help Topic containing information on the new features in this Autodesk Inventor release Access tutorials Access the Visual Syllabus Access the Help for AutoCAD Users Access Autodesk Online Copyright © 2004 Autodesk. All Rights Reserved 53 . context sensitive How-To presentations. Standard Help files.

You can access the Help Topics window by using the F1 key or any of the other methods listed below. You can also enter search words in the left pane of the Help Topics window.Help Topics A comprehensive Help Topics section installs by default. Help Topics . Click the icon to start the tool. The Help Topics window is only one component of the Help System. Menu Toolbar Help > Help Topics Keyboard Shortcut F1 Use standard point and click navigation techniques to navigate the help system. icons may appear in the help topics representing specific tools.Command Launch 54 Chapter 1: Introduction to the Modeling Process . Procedure Access Methods You can use either of the following methods to launch the help topic. Help Topics .Main Page As you navigate to specific topics in the help system.

Right-click in the graphics window. or in some cases the Show Me help window. Animated Tangent Line Show Me Presentation Copyright © 2004 Autodesk. The animated sequence will play automatically and you can select the navigation buttons to navigate to specific sequence numbers.How To Popups The Help System is context sensitive. It presents information to you in a manner relevant to each task. Show Me Help Window The below image represents the type of information that is available in the context sensitive How To Popups. click How To. A help topic. click How To. and on the shortcut menu. will be displayed containing information on the selected tool in an animated sequence. All Rights Reserved 55 . Shortcut Menu Right-click in the graphics window and on the shortcut menu. Inc. Procedure Access Methods You can use the following method to launch the How To Popups.

What's New The What's New help topic contains information on all new features in the current release of Autodesk Inventor. Procedure Access Methods You can use the following method to launch the What's New help topic. Menu Help > What's New What's New . All changes are organized into main categories such as Drawings.Help Window What's New . and Sheet metal. Expand the category of interest and use standard point and click navigation to learn about the new features.Specific Topic 56 Chapter 1: Introduction to the Modeling Process . Part Modeling.

Inc. The tutorials present step by step information on performing certain tasks in Autodesk Inventor.Tutorials There are several tutorials available covering a wide range of topics from Introduction to Advanced. Menu Help > Tutorials Inventor Tutorials . All Rights Reserved 57 . use standard point and click navigation techniques to select the topic of interest.Main Window and Working with Projects Copyright © 2004 Autodesk. From the main tutorial window. Procedure Access Methods You can use the following method to access the tutorials.

Start the Visual Syllabus. then select specific feature tools available. Standard Toolbar Visual Syllabus . Procedure Access Methods You can use the following method to access the Visual Syllabus.Main Window and Animated Presentation 58 Chapter 1: Introduction to the Modeling Process . Information on the features you select will be presented to you in an animation. select the main topic.Visual Syllabus The Visual Syllabus presents topic specific information in an animated presentation.

Inc.Main Window AutoCAD . Use standard point and click navigation options to navigate to the topic of choice.Help For AutoCAD Users AutoCAD users can use the Help Topic designed specifically for them as they make the transition to Autodesk Inventor software. All Rights Reserved 59 . Procedure Access Methods You can use the following method to access the Help for AutoCAD Users. Menu Help > Help for AutoCAD Users The below image represents the main window of the Help for AutoCAD Users help topic.Inventor Command Map Copyright © 2004 Autodesk. Help for AutoCAD Users .

com website dedicated to providing e-learning materials and tutorials for the Autodesk Inventor user.Autodesk Online Autodesk Online is an e-learning portal to training information available for Autodesk software users. Menu Help > Autodesk Online Autodesk Online .Skill Builders Link Autodesk Online 60 Chapter 1: Introduction to the Modeling Process . Select the Autodesk Inventor Skill Builders link. Access Methods You can use the following method to access the Autodesk Online. Procedure The Autodesk Online portal contains dynamic and new information. It is updated regularly. and other web-friendly formats. you will be arrive at a special area of the Autodesk. The information is presented via HTML. PDF.

click Chapter 1: Introduction to the Modeling Process From the table of contents for Chapter 1: Introduction to the Modeling Process. Copyright © 2004 Autodesk. click Exercise: Online Help and Tutorials 2. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. The completed exercise is shown in the following image. All Rights Reserved 61 . From the Main table of contents page. Inc.Exercise: Online Help and Tutorials In this exercise you will use the online help and tutorials to create a new part with a simple sketch and features.

To navigate to the exercise in the Electronic Student Workbook: 1. The completed exercise is shown in the following image. Utilize the information contained in this chapter as well as the information contained in the Help System to create the required projects. you will create two new Autodesk Inventor Project files. (a) Create a new Semi-Isolated Project to be used as a Master Project. From the Main table of contents page.Challenge Exercise: Introducing the Modeling Process Challenge Exercise: Introducing the Modeling Process Print Exercise Reference In this exercise. Completed Project File 62 Chapter 1: Introduction to the Modeling Process . click Chapter 1: Introduction to the Modeling Process From the table of contents for Chapter 1: Introduction to the Modeling Process. then create a Personal Workspace Project and use the Included file option to include the Master Project. click Challenge Exercise: Introducing the Modeling Process 2.

Accessing several different resources for learning Autodesk Inventor software. and which types of projects are used for particular situations. Accessing different tools. Copyright © 2004 Autodesk. The file types created by Autodesk Inventor and how to use them in your designs. The concept of project files and how they are used to maintain file references between Autodesk Inventor files.Chapter Summary Summary You learned the following in this chapter: Summary • • • • • • • • Starting a design session using Autodesk Inventor software. Creating and editing project files. The user interface for Autodesk Inventor software. Inc. through the use of keyboard shortcuts. All Rights Reserved 63 . The typical workflow of creating a design in Autodesk Inventor as well as different assembly modeling concepts.

64 Chapter 1: Introduction to the Modeling Process .

Using the Precise Input toolbar. Placing parametric dimensions to control the size of sketch elements. View and delete constraints that have been applied to geometry. Options for displaying dimensions. Applying dimensions manually and automatically. . Rules for creating efficient sketches. you will be able to. • Create 2D sketches for use in 3D designs.. Create sketches using the Precise Input toolbar. Use construction geometry to assist in creating 2D sketch geometry.. Dimensioning 2D sketches. The sketch environment and available sketch tools. Using construction geometry to assist you in creating 2D sketches. Use the Sketch Doctor to assist in fixing problems with sketches. Constraining sketches using both automatic and manual 2D constraints. Planning and viewing constraints that have been applied to geometry.. Apply dimensions to sketch geometry.. Editing sketches and using the Sketch Doctor to fix problems with sketches. Guidelines for dimensioning sketches. Apply constraints manually and automatically. Plan and implement constraints on 2D sketches. • • • • • • • • • • • • • • • Different aspects of creating sketches in Autodesk Inventor software.Introduction to Sketching Chapter Introduction In this chapter you learn about. Geometric constraints and how they can be used. Using the sketch coordinate system. • • • • • • • • • In this chapter After completing this chapter. Edit sketches. Apply dimensions using both manual and automatic methods.

Sketching using the Precise Input toolbar Objectives After completing this lesson.Creating Sketches Overview Overview Overview The fundamental basis for all three-dimensional (3D) designs begins with a sketch. you will be able to • • • • • • • Understand the sketch environment Create sketch geometry Understand the rules for creating sketches Understand the Sketch Coordinate System Utilize the Precise Input interface to create sketch geometry Edit sketches Use the Sketch Doctor to fix sketch geometry 66 Chapter 2: Introduction to Sketching . The two-dimensional (2D) geometry contained in the sketch is used to create base features as well as secondary features.

it is critical that you become comfortable with the environment in which they are created. Autodesk Inventor sketch environment Following are some important features in the sketch environment: Sketch panel bar: Displays the 2D sketching tools available. you work in an environment designed specifically for the creation of 2D geometry. Sketch axes: Aligned with the sketch origin indicator. Each sketch contains different geometry. This is automatically created when you create a new part. the environment in which the geometry is created is always consistent. Copyright © 2004 Autodesk. Because sketches represent the most fundamental part of your design. All Rights Reserved 67 .Sketch Environment When you create sketches. Although the geometry varies from part to part. Concept A typical part generally includes multiple sketches positioned along various planes. Inc. Sketch1: The first sketch in the part. represents the X and Y axes of the sketch. Sketch origin indicator: Used to identify the current location and orientation of the sketch origin and axes.

you must create them manually. origin plane. A new sketch can be created on a part face. Access Methods Toolbar Select the Sketch tool > Select a face or plane to orient the sketch.Creating Additional Sketches The first sketch in a new part is automatically created. and on the shortcut menu click New Sketch. If you require additional sketches. Creating additional sketches 68 Chapter 2: Introduction to Sketching . or work plane. Shortcut Menu Right-click the face of a part or a work plane.

Rectangle. Inc. All Rights Reserved 69 . Procedure In this lesson you learn about the most common sketch tools: Line. Sketch Panel Bar Line Tool The Line tool enables you to create line segments on the sketch. Editing tools are covered in a later chapter. Panel Bar Shortcut Key L Copyright © 2004 Autodesk. Arc. the Panel Bar automatically switches to display the available sketch tools. and Chamfer.Sketch Tools In the sketch environment. refer to the Help Topics for more information about sketch tools. Circle. The 2D Sketch Panel contains all of the tools to assist in creating sketch geometry. If necessary. Fillet.

Note the appearance of the Constraint Glyph. If the Constraint Glyph represents a constraint that you would like to change. Drag your cursor in the direction you want to draw the line.Process Overview . 2. scrub geometry on the sketch for the constraint to be applied and continue drawing the line segment. On the Panel Bar. 1.Creating Lines The following steps represent an overview for creating lines in your sketch. 70 Chapter 2: Introduction to Sketching . click the Line tool and pick a starting point for the line segment. 3. Pick a point to end the line segment. Continue drawing line segments as required. In the image sequence below. 4. and the third image shows that the constraint is now inferred to the sketch element being scrubbed. Pick a point to end the line segment. This glyph indicates the type of constraint that is being applied automatically to the line segments. again paying attention to the Constraint Glyph indicating the automatic constraint. the first image shows that the third line segment is being constrained parallel to the first segment. the second image demonstrates by scrubbing a different sketch element. Drag the cursor in the direction of the next line segment.

Panel Bar Shortcut Key SHIFT+C Copyright © 2004 Autodesk. Right-click in the graphics window. All Rights Reserved 71 . and click Done on the shortcut menu. Continue drawing line segments as required.5. Circle Tool The Circle tool enables you to create circles on the sketch. 6. Inc.

3. 72 Chapter 2: Introduction to Sketching . 1. on the Panel Bar. To create a center point circle. Select three parts of the geometry that the circle will be tangent to. Right-click in the graphics window. Right-click in the graphics window. 5. To create a 3-Point Tangent Circle. Drag your cursor to a location representing the outside perimeter of the circle and pick that point to create the circle.Process Overview . 4.Creating Circles The following steps represent an overview for creating circles in your sketch. and click Done on the shortcut menu. on the Panel Bar click the Center Point Circle tool and select the center point of the circle. 2. click the Tangent Circle tool. 6. and click Done on the shortcut menu.

Creating Center Point Arcs: • On the Panel Bar.Arc Tool The Arc tool enables you to create arcs on the sketch. All Rights Reserved 73 . click the Center Point Arc tool then pick a point representing the center of the arc. Inc.Creating Arcs The following steps represent an overview for creating arcs in your sketch. Copyright © 2004 Autodesk. Note: Arcs are created in a counterclockwise direction so pick your start point accordingly. • Pick a point representing the start point of the arc. Panel Bar Process Overview .

• Pick a point representing the endpoint of the arc. click the Tangent Arc tool and pick the geometry being used for the arcs tangency. • Right-click in the graphics window. • Drag your cursor and pick the endpoint of the arc. and click Done on the shortcut menu. and on the shortcut menu click Done. or 270-degree arc. Creating Tangent Arcs: • On the Panel Bar. 74 Chapter 2: Introduction to Sketching . 180-. • Right-click in the graphics window. Note the Center Point Projection as you approach a 90-.

All Rights Reserved 75 . • Drag your cursor to size the arc appropriately. Inc. constraint glyphs may appear. click the Three Point Arc tool and pick the start point of the arc. • Right-click in the graphics window. Copyright © 2004 Autodesk. Depending upon existing geometry and arc size. and on the shortcut menu click Done.Creating 3-Point Arcs: • On the Panel Bar. • Pick a point for the endpoint of the arc.

click the Two Point Rectangle tool. and click Done on the shortcut menu Creating a Three-Point Rectangle: To create rectangles at angles other than 0 and 90 degrees. Pick a point representing the first corner of the rectangle. 5. 3. 4. Panel Bar Process Overview . On the Panel Bar.Creating Rectangles The following steps represent an overview for creating rectangles in your sketch.Rectangle Tool The Rectangle tool enables you to create rectangles on the sketch. On the Panel Bar. 2. click the Three Point Rectangle tool. Creating a Two-Point Rectangle: 1. then pick a point representing the opposite corner of the rectangle. Pick a point representing the first corner of the rectangle. Right-click in the graphics window. 76 Chapter 2: Introduction to Sketching .

If you are creating multiple fillets of equal sizes. click the Fillet tool and enter a radius for the fillet. All Rights Reserved 77 . Pick a point representing the second point of the rectangle. Inc. On the Panel Bar. 1. 7. Right-click in the graphics window. Fillet Tool The Fillet tool enables you to create fillets on the sketch.Creating Fillets The following steps represent an overview for creating fillets in your sketch. Applies an equal constraint to all fillets you create during the current session of the Fillet tool. Process Overview . click the Equal option. and on the shortcut menu click Done. 8. Then drag the cursor to size the rectangle. Panel Bar 2D Fillet Dialog Box Radius: Enter a radius for the fillet feature.6. Copyright © 2004 Autodesk.

and click Done on the shortcut menu. Continue selecting geometry or corners to be filleted. right-click in the graphics window. When you are finished adding fillets. 3. a dimension appears on only the first fillet you create. 4. Chamfer Tool The Chamfer tool enables you to create chamfers on the sketch. 78 Chapter 2: Introduction to Sketching . Notice with the Equal option set.2. Pick the corner of the geometry being filleted or select each line separately. Panel Bar 2D Chamfer Dialog Box This option will cause dimensions to be placed representing the chamfer.

Distance2: Enter a value for the second side of the chamfer. Inc. In the 2D Chamfer dialog box. adjust the options as required and select a point to chamfer or select the two entities separately. On the Panel Bar. Distance: Enter a value for one side of the chamfer. Distance1: Enter a value for one side of the chamfer. 2. Process Overview . Angle: Enter a value for the angle of the chamfer. click the Chamfer tool. All Rights Reserved 79 .This option will constrain secondary chamfers by referencing dimension parameters from the first chamfer created during this session of the Chamfer tool. Copyright © 2004 Autodesk.Creating Chamfers The following steps represent an overview for creating chamfers in your sketch. 1. Distance: Enter a distance for the chamfer to be applied equally to both sides.

click Done. click the Line tool and draw a standard line segment where the centerline will be. 1. Creating Centerlines You cannot draw centerlines.3.Creating Centerlines The following steps represent an overview for creating centerlines in your sketch. On the Panel Bar. 4. Process Overview . 80 Chapter 2: Introduction to Sketching . If necessary. in the 2D Chamfer dialog box. Instead. change the options in the dialog box and continue selecting points or geometry to create additional chamfers. Using centerlines in your sketch will assist in creating revolve features and placing diametric profile dimensions. When you are finished adding chamfers. you can draw regular line segments using the standard Line tool. You then change the line segment to represent a centerline style.

2. The selected line will be converted to a centerline style. select Centerline. from the Styles drop-down list. All Rights Reserved 81 . Select the line segment and on the Standard toolbar. Inc. The centerline can now be used to place diametric profile dimensions. Copyright © 2004 Autodesk.

Example 82 Chapter 2: Introduction to Sketching . for example a path for a sweep feature or to create a surface. You can use tools such as the rectangle. or polygon or you can constrain sketch geometry so that separate sketch elements come together to create a closed shape. Use closed loops for profiles. Accept default dimensions until the shape is stabilized.Rules for Creating Sketches Creating sketch geometry is as easy as drawing a closed shape using Autodesk Inventor Sketch tools. Draw the profile sketch roughly to size and shape. This lesson focuses on creating closed profiles. Principle Following are some rules for successful sketching: • Keep the sketch simple. There will be times when you need to create sketch geometry that is not closed. Use 2D constraints to stabilize sketch shape before size. Complex sketch geometry can be difficult to manage as designs evolve. Repeat simple shapes to build more complex shapes. circle. • • • • • Creating Sketches . Do not fillet the corners of a sketch if you can apply a fillet to the edges of the finished 3D feature and achieve the same effect. There are several ways to create closed shapes.

click Edit Coordinate System. Inc. 1. In the event you need to edit the sketch coordinate system. You must exit the sketch before you edit the coordinate system so you can change the orientation of the axes and reposition the origin. This coordinate system is based upon the location and method you use when you create the sketch and is completely independent from the 3D part model's coordinate system. Principle In most cases. The sketch coordinate icon appears. you will not need to edit the sketch coordinates but if required. Copyright © 2004 Autodesk.Sketch Coordinate System Each sketch you create has its own independent coordinate system. showing its current origin and orientation. Independent Sketch Coordinates Editing the Sketch Coordinate System The following steps represent an overview for editing the Sketch Coordinate System. All Rights Reserved 83 . you can right-click the sketch in the browser and on the shortcut menu. right-click the sketch and click Edit Coordinate System on the shortcut menu. exit the sketch and in the Browser.

click the axis then select a new edge to align the axis to.2. 84 Chapter 2: Introduction to Sketching . To change the sketch coordinate's origin. 3. select the origin of sketch coordinate icon. and then select a new point for the origin. The change the direction of the X or Y axis.

Relative Orientation is not available while sketching. Inc. It will rotate the axes of the active coordinate system. enter the desired values.Precise Input When creating sketch geometry it is possible to use the Precise Input toolbar to enter precise values or coordinates. In the X and ° boxes. In the X and Y boxes. enter the desired values. Subsequent points are relative to the last point picked or entered. XY: This format specifies a coordinate relative to the origin. enter the desired values. select a data format. In the Y and ° boxes. Relative Orientation: This option is used when moving faces on a base solid. This enables you to create sketch geometry at specific lengths or angles prior to placing parametric dimensions. Delta Input: This option sets the inputs as a delta to the last point picked or entered. All Rights Reserved 85 . Input Type: From the drop-down list. It is also possible to use this tool to create sketch geometry based on relative coordinates from other model geometry. Copyright © 2004 Autodesk. Procedure Access Methods Use the following method to access the Precise Input tool: Toolbar View menu > Toolbars > Inventor Precise Input Precise Input Toolbar Relative Origin: This option enables you to enter coordinates relative to a point you select. The first point is relative to the origin. Y°: This format specifies a coordinate by y coordinate and angle from the positive X axis. X°: This format specifies a coordinate by x coordinate and angle from the positive X axis.

enter the desired values. click Toolbars > Inventor Precise Input to display the Inventor Precise Input toolbar. 1. 2. 3. To set your relative Precise Relative point. On the View menu. (Optionally enter offset values for the selected point.) 86 Chapter 2: Introduction to Sketching .d°: This format specifies a coordinate by a distance and angle from the positive X axis. 4. click the icon and pick a point on the sketch geometry. On the 2D Sketch Panel Bar. Process Overview The following steps represent an overview for using the Precise Input tool. Create a new sketch. In the D and ° boxes. click a sketch tool such as Line.

The point is previewed. 5.The point is previewed. From the Input Type drop-down list. Click to accept the point. Inc. Click the Delta X Delta Y button to move the origin indicator to the last point. select the desired Input Type and enter the appropriate values in the corresponding boxes. All Rights Reserved 87 . Copyright © 2004 Autodesk. Continue to enter additional input values as required. Click to accept the position. 6.

Click to accept the point. 8. Click to accept the point. 7. The point is previewed. 88 Chapter 2: Introduction to Sketching .The point is previewed. Right-click in the graphics window and click done on the shortcut menu. Continue to enter additional input values as required.

The ability to edit these features is fundamental to any parametric modeling session. When you edit sketches. Browser Browser Browser Double-click the sketch. Procedure In this lesson you learn how to edit sketches. You can see each of the sketches in the Browser by expanding the particular feature(s). Right-click the feature and click Edit Sketch. providing you with access to all the sketch tools initially used in creating the sketch. Right-click the sketch and click Edit Sketch. As you edit the sketches. Copyright © 2004 Autodesk. you will be creating multiple sketches. You can expand the Extrusion1 feature to expose the consumed sketch. Note the change in appearance in the browser as the background color changes indicating the active feature. the sketch becomes consumed by the feature and appears under the feature in the Browser. Editing the sketch places the model in a rolled back state. Revolve. you are returned to the sketch environment and the Panel Bar changes. Access Methods The following methods can be used to edit sketches. Inc. Sketch1 has been consumed by Extrusion1. All Rights Reserved 89 . When the sketch is used by a feature such as Extrude. or Hole. In the image below.Editing Sketches As you build your parametric model. the changes are applied to the features based upon those sketches. where only the features existing at the time this sketch was created are visible.

90 Chapter 2: Introduction to Sketching . click the Return tool to exit the sketch environment.Editing Sketches On the Standard toolbar.

you can make changes to geometry.Process Overview The following steps represent an overview for editing sketches. Once the sketch has been activated for editing. 1. Copyright © 2004 Autodesk. In the Browser. dimensions. Inc. right-click the feature or sketch and click Edit Sketch on the shortcut menu. All Rights Reserved 91 . and constraints.

When you are done editing the sketch. 92 Chapter 2: Introduction to Sketching . Continue to make edits to the sketch as required. 3. on the Standard toolbar. The changes in the sketch are applied to the 3D features of the part.2. click the Return tool to exit the sketch and return to the part model.

while other problems may require manual editing and correction. Procedure In this lesson you learn how to use the Sketch Doctor to fix common problems in sketches. Common problems include redundant points. Access Methods The following methods can be used to access the Sketch Doctor. which will diagnose and assist you in fixing the problems detected. Inc. You click this button to start the Sketch Doctor. the presence of the Red Cross icon indicates that problems have been detected with the sketch. The Sketch Doctor can correct some problems. right-click and click Sketch Doctor. and open loops. All Rights Reserved 93 . Sketched Feature Dialog Box This icon is available in the Sketched Feature dialog box if a problem with the sketch is detected. Extrude Dialog Box .Sketch Doctor The Sketch Doctor is a tool that assists you in fixing common problems that can occur in your sketches.Sketch Problems Detected Copyright © 2004 Autodesk. missing coincident constraints. Browser In the Extrude dialog box. While a sketch is activated.

You select the problem to recover and click Next. all tests are selected. By default. you select the diagnostic tests to perform. Sketch Doctor Dialog Box 94 Chapter 2: Introduction to Sketching . Sketch Doctor Dialog Box In the Diagnose Sketch dialog box. Diagnose Sketch Dialog Box Detected problems are listed in the Sketch Doctor dialog box.In the Sketch Doctor dialog box. click Diagnose Sketch to start the diagnosis.

Sketch Doctor Dialog Box Sketch Problems Tip Most sketch problems occur when you import 2D geometry from other applications. All Rights Reserved 95 . and import only the geometry required for the sketch. Read the import options closely while importing geometry. Sketch Doctor Dialog Box You select the appropriate treatment option and click Finish. Inc. Information about potential fixes is included. Copyright © 2004 Autodesk.A problem diagnosis/description is displayed.

you create some basic sketch geometry use the sketch to create 3D features. 2. From the Main table of contents page. 3D Part Created Using Sketches 96 Chapter 2: Introduction to Sketching . click Exercise: Creating Sketches The completed exercise is shown in the following image. click Chapter 2: Introduction to Sketching From the table of contents for Chapter 2: Introduction to Sketching. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1.Exercise: Creating Sketches In this exercise.

a vertical constraint. In this lesson you learn how to work with constraint sketches. 2D Constraints on Part Sketch Objectives After completing this lesson. you will be able to: • • • • • • Understand the concept of constraining sketches Understand geometric constraints Understand how to plan constraints Show and delete constraints applied to 2D sketch geometry Use the Show All tool to show all constraints applied to a sketch Create and use construction geometry in the sketch Copyright © 2004 Autodesk. applied to a line segment.Constraining Sketches Overview Overview Overview You use geometric constraints to control the sketch geometry to which they have been applied. forces that line segment to always be vertical. Inc. A tangent constraint added to an arc forces that arc to remain tangent to the geometry that it has been constrained. For example. All Rights Reserved 97 .

In most cases the inferred constraints are sufficient for your initial constraints. As you continue to develop the sketch. and colinear. The following image illustrates the effect of constraints on sketch geometry. that line is forced to be horizontal at all times. The sketch on the left was purposely drawn utilizing only some of the inferred constraints. Sketch Before and After Constraining 98 Chapter 2: Introduction to Sketching . or dimensions. The sketch on the right is the result of adding additional constraints such as vertical. you may need to add additional constraints to properly stabilize the sketch geometry. some constraints are inferred (applied automatically). horizontal. if a horizontal constraint is applied to a line. Principle As you create sketches. Constraints stabilize sketch geometry by placing limits on how the geometry can change as the result of constraint dragging.Constraining Sketches in Autodesk Inventor When you add constraints to 2D geometry. you are adding a level of intelligence to the 2D geometry. For example.

In this lesson you learn about the different constraints available and how they can be used. right-click and click Create Constraint.Geometric Constraints Procedure Geometric Constraints You can apply several different types of geometric constraints to your sketch geometry. Inc. Access Methods The following methods can be used to access the 2D geometric constraints. The following image shows the 2D geometric constraints available from the 2D Sketch Panel. Available Geometric Constraints Constraint Potential Sketch Elements Line Constraint Condition Created Constrained geometry is perpendicular to each other Copyright © 2004 Autodesk. 2D Sketch Panel Shortcut Menu In the graphics window. Each constraint type offers a unique capability and is used to create a specific constraint condition. All Rights Reserved 99 .

Arcs 100 Chapter 2: Introduction to Sketching . Points. Pairs of Points (including Midpoints) Lines. Arcs Lines. Point.Constraint Potential Sketch Elements Line Constraint Condition Created Constrained geometry is parallel to each other Constrained geometry is tangent to each other Constrains two points together. Arc Lines. Pairs of Points (including Midpoints) Lines. Ellipse Axes Lines. Endpoint of Line. Circles. Points. Can constraint a line to a point Constrains circles or arcs to share the same center point location Constrains the geometry to lie along the same line Constrains the geometry to lie parallel to the X axis of the sketch coordinate system Constrains the geometry to lie parallel to the Y axis of the sketch coordinate system Constrains the geometry to have equal radii or lines to have the same length Constrains the geometry to fixed at its current position relative to the sketch coordinate system Constrains geometry to be symmetrical about a selected centerline Line. Circles. Arcs Lines. Circles. Center Point Circle. Arc Line. Circle.

line. On the Panel Bar.Applying Constraints . Apply an Equal Constraint 1. On the Panel Bar. In the exercise portion of this lesson.Process Overview The following steps present an overview to applying different types of geometric constraints. The selected geometry is now constrained to be Equal in size. Inc. click the Equal constraint tool. On the Panel Bar. Apply a Horizontal Constraint 1. All Rights Reserved 101 . click the Horizontal constraint tool. click the Horizontal constraint tool and select the geometry to be constrained. 3. or arc. Copyright © 2004 Autodesk. 2. 4. Select a circle. or arc to apply the Equal constraint. you have an opportunity to place additional types of constraints. Apply a Horizontal Constraint between a point and a midpoint 1. Select the circle. line.

The geometry is now constrained horizontally based upon the two points selected. Select a point such as the endpoint of a line or center of a circle. 102 Chapter 2: Introduction to Sketching .2. 3. Select the midpoint of an existing line.

On the Panel Bar. All Rights Reserved 103 . Inc. 4. Select the second sketch element for the constraint. 3. Select the first sketch element for the constraint. 2. Continue selecting other sketch elements to apply the Symmetric constraint. click the Symmetric constraint tool.Apply a Symmetrical Constraint 1. Tip: You only need to select the symmetry line once during the current session of the Symmetric Constraint tool. Select a sketch element to be used for the symmetry line. 5. Copyright © 2004 Autodesk.

Planning Constraints As you create sketch geometry. However. Concept In this lesson you learn how to plan constraints for your 2D sketch geometry. As you create sketch geometry. delete the automatically applied constraints and apply constraints to remove the degrees of freedom. you should determine whether any degrees of freedom remain on the sketch. Therefore. constraints are automatically applied. 104 Chapter 2: Introduction to Sketching . If required. you must add constraints or delete existing constraints. some constraints are automatically applied. those constraints do not always completely represent your design intent. During the sketch creation process. determine how sketch elements relate to each other and apply the appropriate sketch constraints. After the sketch is created. • Analyze automatically applied constraints. • Determine sketch dependencies. Following are some key concepts regarding constraint planning.

the sketch elements update to reflect the correct size. • Stabilize shape before size. take into account the design intent and the degrees of freedom remaining on the sketch. you will be able to predict the effect the dimensions will have on the sketch geometry. When you apply constraints to your sketch geometry. you should constrain the sketch to prevent the geometry from distorting.• Use only needed constraints. As you place the parametric dimensions. All Rights Reserved 105 . Copyright © 2004 Autodesk. You can use the constraint-drag technique to see the remaining degrees of freedom on the sketch. If necessary use the Fix constraint to fix portions of the sketch. In some situations you may be required to leave sketch geometry underconstrained. By stabilizing the geometry with constraints. It is not necessary to fully constrain sketch geometry in order to create 3D features. Before you place dimensions on your sketch elements. Inc.

By placing dimensions on larger elements first. 106 Chapter 2: Introduction to Sketching . • Use both geometric constraints and dimensions. By using a combination of geometric constraints and parametric dimensions. you can minimize distortion on the sketch as it updates to reflect the dimensioned values. Some constraint combinations may distort underconstrained portions of your sketch.• Place dimensions on large elements before small ones. It is important to understand that constraints and dimensions work together to constrain the geometry. you can correct this distortion and generate a sketch that is properly constrained and meets your design intent.

This will allow the feature to change as the design evolves. All Rights Reserved 107 . When constraining sketches.• Identify sketch elements that might change size. leave those features underconstrained. Copyright © 2004 Autodesk. When you identify sketch features that may change. you will intentionally leave features underconstrained to enable them to adapt to other parts in the assembly. Inc. In the case of adaptive parts. take into account features that may change as the design evolves.

The Show Constraints tool enables you to view the constraints applied to the selected geometry and if necessary. Click the PushPin icon on the Show Constraints toolbar to leave the toolbar displayed until you close it. select the constraint(s) and delete them. On the Show Constraints toolbar. 108 Chapter 2: Introduction to Sketching . select the constraint symbol and press DELETE. Procedure Access Methods The following method can be used to access the Show/Delete Constraints tool. you may need to view and possibly delete some constraints. Deleting Constraints. 2D Sketch Panel Show/Delete Constraints Toolbar Viewing Constraints. On the Show Constraints toolbar. Lock the Constraint Toolbar. The geometry referenced by the selected constraint will be highlighted. or right-click the selected constraint and click Delete.Showing and Deleting Constraints As you create and constrain your 2D sketches. click the constraint.

Pausing over the geometry will display the Show Constraints toolbar temporarily until you move your cursor away from the toolbar. Copyright © 2004 Autodesk. All Rights Reserved 109 . Show Constraints Toolbar . Pause over.Locked Mode Select the constraint symbol to view the geometry referenced by the constraint. 1. Inc. Selecting the geometry will display the toolbar permanently until you close it.Process Overview The following steps present an overview for using the Show/Delete Constraints tool. To delete the constraint. On the Panel Bar. You can lock the temporary toolbar by selecting the PushPin icon. or right-click the constraint symbol and click Delete.Temporary Mode 3. press DELETE. click the Show Constraints tool. Show Constraints Toolbar . or select the geometry. 4. 2.

Procedure Access Methods The following methods can be used to access the Show All Constraints tool. Keyboard Shortcut Sketch Showing All Constraints 110 Chapter 2: Introduction to Sketching .Show all constraints F9 .Show All Constraints The Show All Constraints tool enables you to see all constraints applied to the active sketch geometry.Hide all constraints The Constraint toolbars will appear next to each sketch element. Click and drag on the vertical bars of the toolbars to move them to another location. Show/Delete Constraint toolbars are displayed next to each sketch element. (Sketch must be active. Shortcut Menu Right-click in the graphics window and click Show All Constraints. When you select the Show All Constraints tool. Pause over or select the constraint symbol to highlight the constrained geometry.) F8 . Select the constraint symbol and press DELETE to delete the constraint.

Use Construction Geometry in the Sketch There may be times when you need to place geometry in your sketch that you do not want to be included in the 3D feature. Inc. Concept You can use construction geometry as a reference for dimensions to other normal sketch geometry as well as to constrain normal sketch geometry. Create a new sketch or activate an existing sketch. Standard Toolbar In the following image below. Copyright © 2004 Autodesk. Sketch Containing Construction Geometry Process Overview . 1.Creating Construction Geometry The following steps present an overview for creating construction geometry. the construction geometry is ignored. and dimension construction geometry just like any other 2D sketch geometry but when a 3D feature is created. you create. All Rights Reserved 111 . construction lines are used to position the slot from the center of the circle and along the angled construction line. In this lesson you learn how to create and constrain construction geometry. To do this. Access Methods Use the following method to access the Construction geometry style. constrain.

select Construction from the Styles drop-down list. Continue sketching geometry as required. select Construction. 6. click one of the sketch tools to create the geometry.2. then on the Standard Toolbar in the Styles drop-down list. Constrain and dimension the geometry as required. 3. 4. On the Sketch Panel Bar. select Normal from the Styles drop-down list. On the Standard toolbar. To switch back to normal geometry creation. on the Standard toolbar. 5. 112 Chapter 2: Introduction to Sketching . As you sketch the geometry it will be created as construction geometry. Converting Normal Geometry to Construction Geometry Tip You can convert normal geometry to construction geometry by selecting the geometry.

you create and constrain both normal and construction geometry. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. you create and constrain sketch geometry. click Exercise: Constraining Sketches The completed exercise is shown in the following image. Simple Part with Constrained Sketches Copyright © 2004 Autodesk. All Rights Reserved 113 . Using the concepts and procedures learned in this lesson. click Chapter 2: Introduction to Sketching From the table of contents for Chapter 2: Introduction to Sketching.Exercise: Constraining Sketches In this exercise. More information on these features is presented in the next chapter. 2. Sketched features are used in this exercise. From the Main table of contents page. Inc.

Dimensioning Sketches Overview Overview Overview Dimensioning your sketches is a major part of constraining the 2D geometry. 3D Part with Parametric Dimensions Objectives After completing this lesson. While geometric constraints stabilize the sketch and make it predictable. dimensions size the sketch according to your design intent. In this lesson you learn how to create and use various types of dimensions on your 2D sketch geometry. you will be able to: • • • • • • Create various types of parametric dimensions Create and use driven dimensions on your sketch Use additional options when applying dimensions Create and apply dimensions to your sketch using the Automatic Dimensioning tool Use different formats when displaying dimensions on your sketch Understand best practices for dimensioning your sketch 114 Chapter 2: Introduction to Sketching .

All Rights Reserved 115 . Procedure Unlike 2D CAD applications where dimensions are simply numeric representations of the size of the geometry. the shortcut menu displays additional options for placing the dimension. the sketch element changes size to reflect the value of the dimension. When placing dimensions. When you apply a parametric dimension to a sketch element. Autodesk Inventor places the appropriate type of dimension based on the geometry that you select. Inc. dimensions are used to drive the size of the geometry.Parametric Dimensions Adding parametric dimensions is the final step in fully constraining your sketch geometry. This technology enables you to quickly change a dimension and immediately see the effect the change has on the geometry. Several types of parametric dimensions are available but only one dimension tool is used to create them. Access Methods Use the following methods to access the General Dimension tool: Standard Toolbar Keyboard Shortcut D The following image shows various types of dimensions that you can apply to sketch geometry. in a parametric 3D modeling application. Sketch Elements with Various Dimensions Copyright © 2004 Autodesk.

or continue placing additional dimensions. click the General Dimension tool. Select the sketch element for the linear dimension and follow the sequence below. On the Panel Bar. Place the dimension Select the dimension and enter a new value Geometry changes to reflect new dimension c. click the General Dimension tool. Right−click in the graphics window and click Done on the shortcut menu. Select the sketch element for the radial/diameter dimension and follow the sequence below. On the Panel Bar. Linear Dimension: a.Applying Parametric Dimensions This section presents the processes for applying different types of parametric dimensions. b. or continue placing additional dimensions. Radial/Diameter Dimension: a.Process Overview . Place the dimension Select the dimension and enter a new value Geometry changes to reflect new dimension c. b. 116 Chapter 2: Introduction to Sketching . Right−click in the graphics window and click Done on the shortcut menu.

click the General Dimension tool. or continue placing additional dimensions. or continue placing additional dimensions. On the Panel Bar. Inc. Tip: You could also right-click before positioning the dimension and click Aligned on the shortcut menu to set the dimension type as an Aligned dimension. Select the sketch each element for the angular dimension and follow the sequence below. Position the cursor near the geometry. Select the sketch element for the aligned dimension and follow the sequence below. Place the dimension Select the dimension and enter a new value Geometry changes to reflect new dimension d. Click when the Aligned Dimension icon is displayed c. b. click the General Dimension tool. c.Angular Dimension: a. On the Panel Bar. Copyright © 2004 Autodesk. When creating an angular dimension select each line at a point on other than their endpoints. All Rights Reserved 117 . b. Aligned Dimension: a. Right−click in the graphics window and click Done on the shortcut menu. Place the dimension Select the dimension and enter a new value Geometry changes to reflect new dimension Right−click in the graphics window and click Done on the shortcut menu.

it must be entered in lowercase. If your part consists of multiple units of measurement you must enter the non-default unit suffixes. and foot. To specify a value of 50 centimeters in the same part. click Edit Dimension. right-click in the graphics window and on the shortcut menu. while values shown in black are considered to be valid. if the default unit of measurement is millimeters. When dimensioning an arc. right-click in the graphics window and on the shortcut menu. • Linear dimension options: When you place a linear dimension to a line or 118 Chapter 2: Introduction to Sketching . inch. the default mode is Diameter. the default mode is Radius. you would enter a value of 50 millimeters as 50 with no suffix. you would enter 50 cm. Unit suffixes and parameters are case-sensitive. Additional Dimension Options The following list represents additional options available on the shortcut menu when you place dimensions. It is not necessary to enter the suffix of the default unit. Autodesk Inventor evaluates the values as you enter them. For example. When dimensioning a circle. Values shown in red indicate an improper value or format. With this option set. click Diameter or Radius to switch the default mode of the current dimension. the Edit Dimension dialog box will appear automatically after each dimension is placed. centimeter. For example 50 cm would be evaluated correctly while 50 CM is not valid.Entering Values Autodesk Inventor understands specific units of measurement such as millimeter. When you enter a unit suffix. meter. • Radial/Diameter dimension options: When you place a dimension on a arc or circle. • Display Edit Dimension dialog box automatically: While placing a dimension.

Select the arc or circle at the point where the glyph appears. Selecting the Parameters tool will display the Parameters dialog box listing the Model Parameters. d5 and so on. If you delete a dimension. Copyright © 2004 Autodesk. place the cursor near the quadrant and look for the quadrant dimension glyph.two points at an angle. its parameter is also deleted and the original dimension name is not used again in the current part file. right-click in the graphics window and on the shortcut menu. Inc. All Rights Reserved 119 . • Dimensioning to quadrants: When you need to place a dimension to the quadrant of a circle. Dimensions Stored as Parameters Each dimension you create is automatically named and stored as a parameter in the current part file. d4. These names are automatically generated each time a dimension is placed. click the desired dimension type. You can rename the default dimension names and modify their values in the Parameters dialog box. Dimensions Listed as Model Parameters Notice the parameter names d3.

you must set the dimension style to Driven. they do not remove any degrees of freedom from the sketch. driven dimensions are driven by the geometry. The value of a driven dimension changes if the geometry it has been applied to changes. Each parametric dimension you apply reduces the degrees of freedom available on each sketch. Access Methods Use the following methods to access the General Dimension tool and apply driven dimensions. the sketch is considered fully constrained and you are not allowed to place any additional constraints or parametric dimensions. from the Styles drop-down list. This option is available only if the General Dimension tool is active or one or more existing dimensions are currently selected. On the Standard toolbar. Once all the degrees of freedom have been removed. these dimensions will be parametric by default. Principle You create driven dimensions with the same dimension tool used for parametric dimensions. However. Unlike parametric dimensions which force the geometry to change size based on the dimension value.Driven Dimensions As you apply dimensions to your sketch geometry. when you create a driven dimension. Standard Toolbar Keyboard Shortcut D Fully Constrained Sketch Containing a Driven Dimension 120 Chapter 2: Introduction to Sketching . Because driven dimensions do not force the geometry to change. select Driven.

All Rights Reserved 121 . Also available are tools designed to assist you in creating dimensions referenced from other features and/or dimensions. The cursor Copyright © 2004 Autodesk. select an existing dimension to reference. enabling you to control the display of the dimensions. Procedure Referencing Other Dimensions When you create a new dimension. you will be given the option to create the dimension as a driven dimension. Click Accept to create a driven dimension based on your selection. The preceding image shows dimension d25 being created equal to dimension d24. you can reference an existing dimension by selecting the dimension in the graphics window. The dimension parameter name is automatically entered in the Edit Dimension dialog box.Automatic Driven Dimensions Note As you place dimensions on your sketch. When you want to reference other dimensions in a new dimension. with the Edit Dimension dialog box open. are available. if you attempt to apply a dimension that would overconstrain the sketch. Additional Options for Applying Dimensions When you apply dimensions to your sketch elements. additional options such as tolerances. Inc.

This option appears only if User Parameters have been created. Tolerance: Displays the Tolerance dialog box enabling you to assign a tolerance to the parametric dimension. enabling you to select a User Parameter for use in the current dimension. Select any value for use in the current dimension.changes to indicate that you are referencing an existing dimension. 122 Chapter 2: Introduction to Sketching . The resulting value is placed in the Edit Dimension dialog box. List Parameters: Lists the current User Parameters in a window. Recently Used Values: Displays a list of recently used values. The dimension being referenced can be used alone or in a formula. Edit Dimension Flyout Measure: Enables you to measure another sketch element or 3D feature. When you select the existing dimension. Show Dimensions: Enables you to select a feature on the 3D part to display the underlying dimensions. Edit Dimension Dialog Box . the following options are available on the Edit Dimension flyout.Flyout Options When applying parametric dimensions. the parameter name of the dimension you selected is entered in the Edit Dimension dialog box. After the dimensions are displayed you can select a dimension for use in the existing dimension.

Tip: When this number is 2. Standard Toolbar Auto Dimension Dialog Box The following options are available in the Auto Dimension dialog box: Curves: Select the sketch elements to be automatically dimensioned. Dimensions Required: Displays the number of dimensions required to fully constrain the sketch. Dimensions: When selected. all elements are considered for dimensioning. applies dimensions to the sketch elements. Procedure For best results you should apply constraints and any dimensions you would prefer not be automatically calculated.Automatic Dimensioning The Auto Dimension tool applies constraints and dimensions to the entire sketch or only those sketch elements that are selected. If no sketch elements are selected. Copyright © 2004 Autodesk. you should select the geometry based on how you want the automatic dimensions applied. Apply: Applies dimensions and constraints to the selected geometry. Remove: Removes the dimensions and/or constraints applied by the Auto Dimension tool. Access Methods Use the following method to access the Auto Dimension tool. All Rights Reserved 123 . applies constraints to the sketch elements. Constraints: When selected. This will not remove dimensions and/or constraints that you applied manually. consider using at least one fix constraint or constrain the geometry to the origin of the sketch. Inc. The Auto Dimension tool is intended to be used in conjunction with the General Dimension tool and manually added or inferred constraints. Manually applied dimensions and/or constraints will affect this number. Although you can use the tool to dimension all sketch elements automatically by not selecting any elements and clicking the Apply button.

Create a new sketch and add the constraints and dimensions that you prefer not be automatically calculated. click the Auto Dimension tool and select the geometry to be automatically dimensioned. This ensures that critical constraints do not need to be automatically calculated. 2. 1. 124 Chapter 2: Introduction to Sketching . On the Panel Bar. Notice the constraints that have been added manually.Done: Closes the dialog box. Process Overview .Automatic Dimensioning The following steps represent an overview for using the Auto Dimension tool.

Inc. Use standard dimension editing techniques to adjust the dimension values as required. 5. Copyright © 2004 Autodesk. All Rights Reserved 125 . Click Done to close the dialog box.3. In the Auto Dimension dialog box. Move the dimensions as required to clean up the automatic placement. click the Apply button to apply dimensions and constraints to the selected geometry. 4.

Name: Dimension is displayed as a parameter name. You then select a dimension display option. right-click in the graphics window and on the shortcut menu.Displaying Dimensions You can control how dimensions are displayed in the graphics window by using different dimension display options. Expression: Dimension is displayed as an expression. 126 Chapter 2: Introduction to Sketching . While in an active sketch. Procedure Dimension Display Options The following options are available on the Dimension Display submenu: Value: Dimension is displayed as nominal value. click Dimension Display.

reference one dimension to the other. if two dimensions are supposed to be the same value. Precise Value: Dimension is displayed as precise value regardless of precision setting. Incorporate relationships between dimensions.Tolerance: Dimension is displayed with tolerance values. if the first dimension changes. and then use the Auto Dimension tool to speed up the dimensioning process. With this relationship. For example. the other dimension changes as well. place a perpendicular constraint instead of an angle dimension of 90 degrees. Place large dimensions before small ones. • Copyright © 2004 Autodesk. All Rights Reserved 127 . Use geometric constraints when possible. Inc. Consider both dimensional and geometric constraints to meet the overall design intent. Guidelines for Dimensioning Sketches Consider the following guidelines when adding dimensions to your sketch: Principle • • • • Use the General Dimension tool to place critical dimensions. For example.

click Chapter 2: Introduction to Sketching From the table of contents for Chapter 2: Introduction to Sketching. Using the techniques learned in this lesson. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. you apply dimensions to a sketch. click Exercise: Dimensioning Sketches The completed exercise is shown in the following image.Exercise: Dimensioning Sketches In this exercise. 3D Part with Parametric Dimensions 128 Chapter 2: Introduction to Sketching . 2. From the Main table of contents page. apply a combination of parametric and driven dimensions to the sketch geometry.

Fully Constrained and Dimensioned Sketch Copyright © 2004 Autodesk. To navigate to the exercise in the Electronic Student Workbook: 1. From the Main table of contents page. click Challenge Exercise: Introduction to Sketching The completed exercise is shown in the following image. create. click Chapter 2: Introduction to Sketching From the table of contents for Chapter 2: Introduction to Sketching. All Rights Reserved 129 . you create a new part file and using the techniques and concepts learned in this chapter.Challenge Exercise: Introduction to Sketching Challenge Exercise: Introduction to Sketching Print Exercise Reference In this exercise. constrain. Inc. and dimension a sketch as show here. 2.

How to apply parametric dimension to 2D sketches. What makes parametric and driven dimensions different. 130 Chapter 2: Introduction to Sketching . How to constrain 2D sketches in Autodesk Inventor. About the types of constraints available and what types of geometry they can be applied to. How to use construction geometry when creating 2D sketches.Chapter Summary Summary You learned the following in this chapter: Summary • • • • • • • • • • Basic rules for creating sketches. How to create and edit 2D sketches. How to display dimensions Guidelines and best practices for dimensioning sketches. Fix common problems associated with sketches.

Create revolved features using the Revolve tool. Create extruded features using the Extrude tool. Edit revolved features. Creating sketch planes. Creating profiles containing multiple closed loops... Base and secondary features. • • • • • • • In this chapter After completing this chapter. Consumed and unconsumed sketches. and Intersect feature relationships..Creating Simple Sketched Features Chapter Introduction In this chapter you learn about. Using the Extrude tool to create extruded features.. Edit extruded features. Specify termination options when you create extruded features. • • Create sketches and profiles for use in sketch features. Specifying different termination options for extrude features Editing features after you have created them. The Join. Cut. Sharing sketch geometry. • • • • • • • • • • • • • Sketched features. you will be able to. Using the Revolve tool to create revolved features. Using part faces to define a sketch Application options that enable you to automatically project edges on a new sketch. Use the Sketch tool to create new sketches. Use existing part faces to define new sketch planes. Create reference geometry from existing part geometry. .

Part Created Using a Single Shared Sketch Objectives After completing this lesson. The term "sketched feature" refers to a 3D feature that is based on a 2D sketch.Introduction to Sketched Features Overview Overview Overview Three-dimensional (3D) features that you create in Autodesk Inventor fall into one of two categories: sketched features or placed features. you will be able to • • • • Understand the concept of simple sketched features Identify consumed and unconsumed sketches in your model Identify the two different types of profiles and options for working with closed loop profiles Share sketch features 132 Chapter 3: Introduction to Sketched Features . In this lesson you learn the concept of sketched features and how they are created.

For more complex sketched features. Typical Sketched Feature Creation The image below represents a typical workflow for creating a 3D part based upon sketched features. Creation of Sketched Features Sketched Feature Attributes The key attributes of sketched features are as follows: • • • Requires an unconsumed sketch. sketched features are 3D features that are created from an existing 2D sketch. multiple sketches can be created and used within one sketch feature. options are available that control whether the secondary sketched features will add or remove material from the existing 3D geometry. Copyright © 2004 Autodesk.Concept You create your 3D model by using multiple sketches representing various profiles of the 3D part and building on those sketches with sketch features. Secondary sketches and features are then added to the 3D model. Used for both base and secondary features. additional sketched and/or placed features are added to the 3D model. All Rights Reserved 133 . Simple Sketched Features . For simple sketched features. These features serve as the basis for most of your designs using Autodesk Inventor. As you add the additional sketched features. you begin by first creating the sketch or profile for the 3D feature.Simple Sketched Features As the name implies. The result of the sketched feature can add or remove mass from the 3D geometry. The first sketch feature you create is considered the base feature. Inc. When you create a sketched feature. After you create the base feature. The base sketch is created which is used to create the base feature. this profile usually represents a 2D section of the 3D feature being created.

Prior to this time. In most cases you use this default sketch for the basis of your 3D geometry. the sketches are nested below the sketched feature in which they were used. the sketch is considered unconsumed and can be used for any sketched feature. Consumed Sketches 134 Chapter 3: Introduction to Sketched Features . the sketch itself becomes consumed by the 3D sketched feature. Unconsumed Sketch Consumed Sketches The following image shows sketches consumed by the sketched features. When you create the 3D sketched feature. After the sketch is created. Unconsumed Sketch The image below shows the initial sketch before it is consumed by the sketched feature. In the browser.Consumed and Unconsumed Sketches When you create a new part. the initial sketch is created for you automatically. such as Extrude or Revolve. you create a sketched feature. to create 3D geometry from the initial sketch.

right-click on the sketch to access these options. Any changes you make are reflected in the 3D geometry. or reposition the sketch origin. you still have access to the sketch for editing and other operations. Copyright © 2004 Autodesk. Any changes you make to the sketch are reflected in the 3D geometry.Options for Consumed Sketches After the sketch has been consumed. Redefine: Enables you to redefine the plane on which the sketch was created. its visibility is automatically turned off. Create Note: Attaches a note to the sketch using the Engineer's Notebook interface. In the browser. Inc. For example. Edit Coordinate System: Activates the sketch enabling you to adjust the sketch coordinate system. Share Sketch: Shares the sketch making it available for additional sketch features. you could change the direction of the current X or Y axes. Sketch Shortcut Menu The following options are available on the Sketch shortcut menu: Edit Sketch: Activates the sketch environment for editing. Visibility: When a sketch is consumed by a feature. This option sets the visibility of the sketch to On. All Rights Reserved 135 .

a sketch containing multiple closed loop profiles is used to create an extruded feature. The closed profiles in some cases may intersect each other. Closed profiles are the most common and are used to create 3D geometry. When you create sketched features from these types of profiles. Multiple Closed Loop Profiles In the following image. There are two different types of profiles: open and closed.Sketches and Profiles When you create sketches it is possible to create sketch geometry that contains multiple profiles. you are able to select any individual closed profile or multiple closed profiles to be included in the feature. In the bottom image. In this situation you have one sketch containing multiple closed profiles. you may end up with multiple closed loop profiles. Open profiles are used to create paths and surfaces and can also appear as the result of projecting reference geometry. Sketch Containing Multiple Closed Loop Profiles 136 Chapter 3: Introduction to Sketched Features . Concept As you build more complex sketches. note the ability to select only the profiles you want included in the sketched feature.

Inc. Access Methods Use the following method to share a sketch. Shortcut Menu . All Rights Reserved 137 . When you share the sketch its geometry becomes available for an unlimited number of additional sketched features. Sharing Sketch Features . right-click on a consumed sketch and click Share Sketch.Sharing Sketch Features You can reuse an existing sketch after it as been consumed by the sketched feature--this is referred to as sharing a sketch. If your sketch contains geometry that is meant to define separate features on the part. you can share the sketch thereby making it available for additional sketched features. Shortcut Menu In the Browser.Share Sketch Copyright © 2004 Autodesk. sharing the sketch is an alternative to creating multiple sketches.Procedure Under certain circumstances.

138 Chapter 3: Introduction to Sketched Features .The following image shows a sketch that has been shared and is being used in two sketched features. there is no way to "un-share" or delete the shared sketch. even after being consumed by the sketched feature. After you share a sketch.Shared Sketch • • • The hand indicates the sketch has been shared. You must manually turn off visibility for a shared sketch. Share with Caution! Tip Before you share a sketch. Part/Assembly Browser . be certain this is the method you want to use to accomplish your design intent. The icon is colored indicating that the sketch (and any dimensions added) will remain visible.

All Rights Reserved 139 .Exercise: Introduction to Sketched Features In this exercise. you create some simple sketched features from a sketch consisting of multiple closed loop profiles. Inc. You then share the sketch to make it available for additional features. From the Main table of contents page. click Exercise: Introduction to Sketched Features 2. The completed exercise is shown in the following image. click Chapter 3: Creating to Simple Sketched Features From the table of contents for Chapter 3: Creating to Simple Sketched Features. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Part Created Using a Single Shared Sketch Copyright © 2004 Autodesk.

In this lesson you learn how to work with sketch planes. Completed Pillar Block Objectives After completing this lesson. and you learn about creating and referencing sketch geometry.Working with Sketch Planes Overview Overview Overview Every sketch you create defines a 2D plane on which your sketch geometry is created. you will be able to • • • • Use the Sketch tool to create new sketch planes Define a new sketch plane based upon an existing part face Reference existing model edge geometry when you create sketches Create reference geometry 140 Chapter 3: Introduction to Sketched Features .

The existing sketch is activated for editing. click the Sketch tool and in the browser. Copyright © 2004 Autodesk. you are prompted to select a plane to create a sketch or an existing sketch to edit. • Activate an existing sketch On the Standard toolbar. All Rights Reserved 141 .The Sketch Tool You use the Sketch tool to create new sketches or to activate existing sketches. Inc. Procedure Standard Toolbar Using the Sketch Tool The following examples show potential uses of the Sketch tool. select an existing sketch. You can select planes or sketches in the graphics window or in the browser. When you select the Sketch tool on the Standard toolbar.

142 Chapter 3: Introduction to Sketched Features . A new sketch is created. click the Return button or. aligned to the selected face. Right-click in the graphics window and click Finish Sketch on the shortcut menu. use one of the following methods: On the Standard toolbar. click the Sketch tool or On the Standard toolbar. click the Sketch tool and select a plane or face on the part.• Create a new sketch On the Standard toolbar. • • • • To exit the sketch.

Using a Part Face to Define a Sketch One of the most common methods for creating new sketches is to use a part face to define your sketch plane. The sketch plane is created on the selected face. the new sketch plane can be created directly on the selected face or offset from the selected face to a specified distance. Creating Sketch Planes on a Part Face The following examples demonstrate how to create sketch planes on a part face. All Rights Reserved 143 . Copyright © 2004 Autodesk. Inc. • Create a new sketch plane aligned to a selected face Right-click on a face of the part click New Sketch on the shortcut menu. You can create new sketch planes on any flat surface of an existing part. Procedure Standard Toolbar Shortcut Menu Right-click on a part face and click New Sketch. Using this method.

• Create a new sketch plane. enter a value for the offset and click the green checkmark. click the Sketch tool 2. An offset dialog box is displayed.In the Offset dialog box. 144 Chapter 3: Introduction to Sketched Features .Click on the face and drag the sketch plane away from the selected face.On the Standard toolbar. 3. The sketch plane is created offset from the selected face at the distance you specified. offset from a selected face 1.

Inc. Options Dialog Box .Sketch Tab When you select the Autoproject Edges for Sketch Creation and Edit option on the Sketch tab in the Options dialog box. When you create new sketch planes on existing model faces. the edges of the selected face are automatically projected onto the new sketch. The edges of the existing part face Copyright © 2004 Autodesk. • Create a new sketch on an existing part face. All Rights Reserved 145 .Direct Model Edge Referencing Direct model edge referencing refers to a process in which you reference existing model edge geometry in the creation of new sketch geometry. Procedure Uses for Direct Model Edge References Following are potential uses for edge references: • • • For dimensions to new sketch geometry For relational constraints to new sketch geometry As the basis for new sketched features Application Options . it would be otherwise impossible to dimension or constrain new sketch geometry to existing features on the 3D part. This geometry is known as reference geometry. Without this reference geometry.Sketch Tab Referencing Model Edge Geometry The following examples demonstrate how to reference model edge geometry when creating new sketches. the edges of the selected face are projected onto the new sketch when you create a new sketch plane on an existing face.

Note the appearance of the Adaptive indicator. This concept is known as 146 Chapter 3: Introduction to Sketched Features . this feature will automatically update to reflect the changes. The new sketch geometry is created by projected the edges of the selected face. If the source geometry projected onto the new sketch changes. Create new sketch geometry and use the projected reference geometry for dimensions and/or constraints. click the Project Geometry tool and select a face on another part in the assembly. This icon indicates the feature is adaptive to the referenced part in the assembly.are automatically projected onto the new sketch. On the Panel Bar. • • Direct model edge referencing in the context of an assembly: Create a new sketch on a face of the active part.

Copyright © 2004 Autodesk. the projected geometry updates to reflect the changes in the source part. As a result.Adaptivity and is covered in greater detail later in this course. Inc. the source geometry on the first part in the assembly has been modified. To demonstrate Adaptivity. All Rights Reserved 147 .

The only way to create it is by using the Project Geometry tool. the reference geometry will also change. Procedure When you project geometry from the same part. Adaptivity is beyond the scope of this chapter but is covered in greater detail later in this course. it is always associative to the original source geometry. it is not associative to the original source geometry. however.Creating Reference Geometry You cannot draw reference geometry. When you select this tool. you are prompted to select geometry to project onto the current sketch plane. As you select the geometry. Access Methods You can use the following tools to create reference geometry: Panel Bar Panel Bar Reference Geometry Attributes Following are some key attributes for reference geometry: • • • • • • Can be used as the basis for dimensions to new sketch geometry Can be used to apply relational constraints to new sketch geometry Cannot be dimensioned Cannot be trimmed Can be mirrored Cannot be drawn. If you project geometry from another part in the assembly. it is projected onto the current sketch plane and is created as reference geometry. If this option is not selected. can only be created by using Project Geometry tool or by selecting the Autoproject Edges option 148 Chapter 3: Introduction to Sketched Features . This option is found on the Assembly tab in the Options dialog box. the reference geometry is still created. the geometry is associative only if the Cross Part Geometry Projection option is selected. If the source geometry changes.

Application Options . Inc. you can autoproject geometry by hovering the pointer over the geometry to be projected while sketching.Assembly Tab Application Options . All Rights Reserved 149 .Application Options .Sketch Tab Copyright © 2004 Autodesk.Assembly Tab With the Enable Associative Edge/Loop Geometry Projection During In-Place Modeling option selected on the Assembly tab in the Options dialog box.Sketch Tab When the Autoproject Edges During Curve Creation option is selected. Applications Options Dialog Box . projecting geometry from other parts in the assembly will create associative (adaptive) reference geometry.

click the Project Geometry tool and select the geometry to project onto the current sketch.Process Overview The following procedures represent an overview for creating reference geometry. Shortcut Menu .AutoProject Creating Reference Geometry . 1. On the Panel Bar. 2. 150 Chapter 3: Introduction to Sketched Features . This will enable you to hover over geometry to automatically project onto the current sketch plane. Create a new sketch on the existing part. right-click in the graphics window and click AutoProject on the shortcut menu.Sketching Shortcut Menu While sketching.

2. Begin sketching the required geometry. Right-click in the graphics window and click AutoProject on the shortcut menu. This will prevent the accidental projection of geometry while sketching over existing part features. Create a new sketch on the existing part. 4. Continue sketching the required geometry as required. Inc. It will be automatically projected to the current sketch plane. Copyright © 2004 Autodesk. Tip: You may consider turning off the AutoProject option until it is needed again.To autoproject geometry during curve creation: 1. Hover over the geometry to project. 3. All Rights Reserved 151 .

click Chapter 3: Creating to Simple Sketched Features From the table of contents for Chapter 3: Creating to Simple Sketched Features. To navigate to the exercise in the Electronic Student Workbook: 1. For each sketch you will be required to create reference geometry and use direct model edge referencing. From the Main table of contents page. click Exercise: Working with Sketch Planes 2. The completed exercise is shown in the following image. Completed Pillar Block 152 Chapter 3: Introduction to Sketched Features . you create several sketched features based upon different sketch planes.Exercise: Working with Sketch Planes In this exercise. Print Exercise Reference Note: Some 3D features are used in this exercise that will be covered in greater depth later in the course.

and Intersect options when you create extruded features Use the various termination options when you create extruded features Edit extruded features and the profiles used to create them Copyright © 2004 Autodesk. After the feature is created. you can also edit the underlying sketch profiles used in the extruded feature. Cut. As you create these features you can adjust the feature relationship options for Join. and Intersect. Index Slide Objectives After completing this lesson. you will be able to • • • • • Understand extruded features and how to create them Use the Extrude tool to create extruded features Understand the concept of using the Join.Creating Extruded Features Overview Overview Overview One of the most common sketched features is the extruded feature. In this lesson you learn how to create extruded features using different termination options and how to edit the feature and profiles used to create them. Inc. Cut. All Rights Reserved 153 .

the extrusion direction is always perpendicular to the sketch profile being used. If the profile being extruded is open. If the profile being extruded is closed. the sketch contains multiple closed loop profiles selected to form a single extruded feature with holes.Overview of Extruded Features An extruded feature is a sketched feature in which a profile is extruded to a distance specified by a value or based upon different termination options. Example of Extruded Features In this example. Procedure Although it is possible to taper the faces of the extruded feature. you can choose between a solid or surface for the result of the extrusion. the sketch contains multiple closed loop profiles selected to form a single extruded feature. the extrusion will result in a surface. Example of Extruded Feature 154 Chapter 3: Introduction to Sketched Features . Examples of Simple Extruded Profiles In this example.

that profile is selected automatically when you start the Extrude tool. If the sketch contains a single closed profile. Considered a sketched feature.The Extrude Tool You use the Extrude tool to create extruded features from existing sketch profiles. All Rights Reserved 155 . Extrude Dialog Box The following features and options are available in the Extrude dialog box: Profile: Click this button to select geometry to be included in the extrusion. Panel Bar Shortcut Menu The Extrude dialog box is opened when you start the Extrude tool. you are required to select the profiles to be included in the extruded feature. Procedure Extrude Tool . Inc.Access Methods Use the following methods to access the Extrude tool. Copyright © 2004 Autodesk. Output: Specify the desired output option. extrude features require an unconsumed and visible sketch to be available. If the sketch contains more than one profile. Solid or Surface. A red arrow indicates that no profiles have been selected for the extrusion feature.

Direction: Select the direction icon or click and drag the preview of the extrusion in the desired direction.Process Overview Following is an overview of the process for creating extruded features. 3. 2. Create a new sketch. 1. click the Extrude tool. 156 Chapter 3: Introduction to Sketched Features . On the Panel Bar. Creating Extruded Features . Adjust the options as required and click OK. The extruded feature is created.

On the Panel Bar. 5.4. 7. Create additional sketch geometry as required. The additional extruded feature is added to the part. All Rights Reserved 157 . Create additional sketch geometry. Adjust the options as required and click OK. 6. Copyright © 2004 Autodesk. Inc. click the Extrude tool.

8. click the Extrude tool. On the Panel Bar. 158 Chapter 3: Introduction to Sketched Features . The additional extruded feature is added to the part. 9. Adjust the options as required and click OK.

These options are not available for the first feature of the part. Using this option results in material being added to the existing part. Inc.Feature Relationships . Cut. Cut: This option cuts the result of the extruded feature being created from the existing part.Feature Relationship Options Join: This option joins the result of the extruded feature being created to existing part geometry. Copyright © 2004 Autodesk. Note the green preview indicating material is being added. Dialog Box . Note the red preview indicating material is being removed. Using this option results in material being removed from the existing part. Concept The feature relationship options are available in the Extrude dialog box. All Rights Reserved 159 .Join. and Intersect When you create extruded features you have the ability to adjust feature relationship options to control the effect of the current feature on existing features.

different interface options are available. you can specify termination options for the feature in the Extrude dialog box. Note the blue preview indicating an Intersect relationship.Termination Options Distance: This option extrudes the profile according to the distance specified. Depending on the option you choose. 160 Chapter 3: Introduction to Sketched Features .Intersect: This option removes material from the existing part by comparing the volume of the existing features and the feature being created and leaving only the volume shared between the existing features and the new feature. Procedure Extrude Dialog Box . Specifying Termination When you create extruded features. Specifying termination options enables you to control where the feature starts and ends.

From To: This option extrudes the profile by starting the extrusion at the face selected in the From option and ending the extrusion at the second face selected. To: This option extrudes the profile to terminate on the selected face or plane. Inc. If necessary.To Next: This option extrudes the profile to the next possible face or plane. select the extend face option to terminate the feature on the extended face. If the selected termination face does not completely enclose the extrusion profile. Copyright © 2004 Autodesk. use the extend face options. All Rights Reserved 161 . Use the Terminator icon to select a solid or surface on which to terminate the extrusion.

162 Chapter 3: Introduction to Sketched Features . If the part changes. the extruded feature will continue to go all the way through the part.All: This option extrudes the profile all the way through the part.

there are two potential items that can be edited: the feature itself or the underlying sketch that was used to create the feature. All Rights Reserved 163 . you may be required to edit the extruded feature. Procedure When you right-click on a feature. feature relationships. Edit Sketch: Select this option to activate the sketch for editing. you can change dimensions and constraints. Feature Shortcut Menu Editing Extrude Features . All sketch tools are available for editing the geometry. While editing the sketch. All options used in creating the feature can be modified. 1. Depending on the changes made at the sketch level. When you edit the feature. Inc. The following options are available on the Feature shortcut menu: Edit Feature: Select this option to open the Extrude dialog box. you are presented with the same dialog box that you used when you created the feature. you can edit it at any time.Process Overview Following is an overview of the process for editing extruded features. Copyright © 2004 Autodesk. and termination options and also reselect geometry to be included in the feature. Because it is a sketched feature. the shortcut menu is displayed. right-click the feature and click Edit Sketch on the shortcut menu.Editing Features After you create an extruded feature. locate the feature you want to edit. you are able to change the parameters such as distance. All changes are reflected in the extruded feature. To edit the sketch. When you edit an extruded feature. and add or remove geometry from the sketch. In the Browser.

Using standard sketch tools. In the Extrude dialog box. 4. 164 Chapter 3: Introduction to Sketched Features . right-click the feature and click Edit Feature on the shortcut menu. On the Standard toolbar. 3. 5. In the Browser.2. adjust the options as required to edit the feature and click OK. make the changes required to the sketch. click the Return button to exit the sketch.

Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Inc. All Rights Reserved 165 . Index Slide Copyright © 2004 Autodesk. The completed exercise is shown in the following image. click Exercise: Creating Extruded Features 2. click Chapter 3: Creating to Simple Sketched Features From the table of contents for Chapter 3: Creating to Simple Sketched Features. From the Main table of contents page. Some initial geometry has been created. while you will be required to create other sketch geometry.Exercise: Creating Extruded Features In this exercise. you will build an Index Slide part file using several extrude features.

As you create these features. you will be able to • • • • Understand revolved features and how to create them Use the Revolve tool to create revolved features Understand the concept of using the Join. Cut. you can adjust the feature relationship options for Join. you can also edit the underlying sketch profiles used in the revolved feature. and Intersect. and Intersect options when you create revolved features Edit revolved features and the profiles used to create them 166 Chapter 3: Introduction to Sketched Features . In this lesson you learn how to create revolved features using different feature relationship options and how to edit the feature and profiles used to create them.Creating Revolved Features Overview Overview Overview You create revolved features by revolving a profile about an axis. Indexer Part File Objectives After completing this lesson. Cut. After you create the feature.

the centerline is automatically selected as the axis of revolution. Example of Revolved Feature Copyright © 2004 Autodesk. When you start the Extrude tool. Inc. If the profile being extruded is open. reference geometry. The profile is revolved with the Cut feature relationship. the sketch contains a single closed loop profile. you can choose between a solid or surface for the result of the extrusion. Procedure Examples of Simple Revolved Profiles In this example. If the profile being extruded is closed. Example of Revolved Features In this example. the sketch contains a closed profile and one centerline. You can revolve the profile at a full 360 degrees or at an angle specified.Overview of Revolved Features A revolved feature is a sketched feature in which a profile is revolved about an axis. and one centerline. the extrusion results in a surface. All Rights Reserved 167 .

Access Methods Use the following methods to access the Revolve tool. The Revolve tool requires an unconsumed and visible sketch to be available. if the sketch contains a single closed profile. Tip: If the sketch contains a centerline it is selected automatically as the axis. that profile is selected automatically.The Revolve Tool You use the Revolve tool to create revolved features from existing sketch profiles. If the sketch contains a centerline. Output: Select the desired output option: Solid or Surface. When you start the Revolve tool. you are required to select the profiles to be included in the feature. it will be selected automatically as the axis for the revolved feature. 168 Chapter 3: Introduction to Sketched Features . A red arrow indicates that no profiles have been selected for the revolved feature. Panel Bar Shortcut Menu Revolve Dialog Box The following options are available in the Revolve dialog box: Profile: Click this button to select geometry to be included in the revolved feature. If the sketch contains more than one profile. Procedure Revolve Tool . Angle: This option enables you to specify an angle and direction for the revolution. Extents: Select the desired option from the drop-down list. Axis: Click this icon to select the line segment to use as the axis for the revolve feature.

If the profile is being revolved about a centerline. Copyright © 2004 Autodesk.Full: This option revolves the profile 360 degrees. consider using the Centerline style on the line segment. 2. 1. This option is available only if the Extents option is set to Angle. Inc. Direction: Select the direction icon or click and drag the preview of the revolve in the desired direction.Process Overview The following steps present an overview for creating revolved features. In the Revolve dialog box. Creating Revolved Features . All Rights Reserved 169 . On the Panel Bar. click the Revolve tool. Create a new sketch containing a profile to revolve. adjust the options as required and click OK.

4.3. click the Revolve tool. Select the geometry to be included in the revolved feature and adjust the options as required. Click OK. On the Panel Bar. 170 Chapter 3: Introduction to Sketched Features . Create additional sketch geometry as required.

Note the green preview indicating material is being added. Using this option results in material being removed from the existing part. Concept Revolve Dialog Box . Cut.Feature Relationships . Using this option results in material being added to the existing part. Cut. and Intersect When you create revolved features you have the ability to adjust feature relationship options to control the effect of the current feature on existing features. Cut: This option cuts the result of the revolved feature being created from the existing part. These options are not available for the first feature of the part. Note the red preview indicating material is being removed.Feature Relationship Options Join: This option joins the result of the revolved feature being created to existing part geometry. Inc. All Rights Reserved 171 . The feature relationship options are Join. Copyright © 2004 Autodesk.Join. and Intersect.

Intersect: This option removes material from the existing part by comparing the volume of the existing features and the feature being created and leaving only the volume shared between the existing features and the new feature. Note the blue preview indicating an Intersect relationship. 172 Chapter 3: Introduction to Sketched Features .

and even add or remove geometry from the sketch. When you edit the feature. you are presented with the same dialog box that was used when you created the feature. All options used in creating the feature can be modified. All Rights Reserved 173 . Because it is a sketched feature. Feature Shortcut Menu Copyright © 2004 Autodesk. you are able to change the parameters such as angle and feature relationships. All changes will be reflected in the revolved feature. Inc. you may be required to edit the revolved feature. you can edit it at any time. While editing the sketch. Edit Sketch: Activates the sketch for editing. When you edit a revolved feature. and also reselect geometry to be included in the feature. Edit Feature: Displays the Revolve dialog box. All sketch tools are available for editing the geometry. there are two potential items that can be edited: the feature itself or the underlying sketch that was used to create the feature.Editing Features After the revolved feature is created. Depending on the changes made at the sketch level. you can change dimensions and constraints. Procedure The following options are available on the shortcut menu when you right-click on a revolved feature.

Right-click the feature and click Edit Sketch on the shortcut menu.Editing Revolve Features . make the changes required to the sketch. locate the feature you want to edit. click Return to exit the sketch. 3. adjust the options as required and click OK. In the Browser. In the Revolve dialog box.Process Overview The following steps present an overview for editing revolved features. 174 Chapter 3: Introduction to Sketched Features . 4. In the Browser. 5. 1. 2. right-click the feature and click Edit Feature on the shortcut menu. On the Standard toolbar. Using standard sketch tools.

Indexer Part File Copyright © 2004 Autodesk. Inc. click Chapter 3: Creating to Simple Sketched Features From the table of contents for Chapter 3: Creating to Simple Sketched Features. The origin Z axis is projected on the first sketch and changed to a centerline.Exercise: Creating Revolved Features In this exercise. From the Main table of contents page. The completed exercise is shown in the following image. All Rights Reserved 175 . click Exercise: Creating Revolved Features 2. You use the Project Geometry and Project Cut Edges tools to create different profiles to be revolved. you create a simple Indexer part file using the Revolve tool. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1.

Challenge Exercise: Creating Simple Sketched Features Challenge Exercise: Creating Simple Sketched Features Print Exercise Reference In this exercise. click Challenge Exercise: Creating Simple Sketched Features 2. From the Main table of contents page. The completed exercise is shown in the following image. To navigate to the exercise in the Electronic Student Workbook: 1.ipt. Rack Slide Dimensions 176 Chapter 3: Introduction to Sketched Features . you create a 3D Rack Slide part using the dimensions and geometry shown below. Name your part file Rack-Slide. create a 3D model of the geometry described below. Create a new part file and using the concepts and techniques learned in this chapter. click Chapter 3: Creating to Simple Sketched Features From the table of contents for Chapter 3: Creating to Simple Sketched Features.

How to create new sketches on existing part faces. All Rights Reserved 177 . To use the Sketch tool to create new sketches. The effect of feature relationships on geometry when using the Revolve tool. How to identify consumed and unconsumed sketches. The effect of feature relationships on geometry. Inc. To create and edit revolve features using the Revolve tool. How to specify termination options when using the Extrude tool. Copyright © 2004 Autodesk.Chapter Summary Summary You learned the following in this chapter: Summary • • • • • • • • • • The concept of creating sketched features and sharing sketches. To create and edit extrude features using the Extrude tool. Different ways to create reference geometry from existing part edges.

178 Chapter 3: Introduction to Sketched Features .

Control the appearance of work features. . Redefining a work point after you have created it. Create work planes. Creating work points. Different methods for defining work points Controlling the appearance of work points. Different methods for defining work axes. Locating and utilizing the default work point. Creating new work planes using several different methods... Locating and utilizing the default work axes Create work axes.Introduction to Work Features Chapter Introduction In this chapter you learn about. Redefining a work axis after you have created it. Redefine work features. you will be able to. • • • • • • Locate and utilize the default work features. Controlling the appearance of work planes Editing work planes. Controlling the appearance of work axes. Create work points. • • • • • • • • • • • • • • Locating and utilizing the default work planes.. In this chapter After completing this chapter. Create work axes..

In this lesson you learn to create and use work planes. you will be able to • • • • Locate. Control Valve with Work Planes Objectives After completing this lesson. placing constraints. 180 Chapter 4: Introduction to Work Features . display and use the default work planes in part and assembly files How to use the Work Plane tool to create additional work planes Identify examples of work planes Control the visibility of work planes.Work Planes Overview Overview Overview Work planes are planes that extend infinitely. You can use them to assist in creating geometry. There are two main types of work planes: default work planes and user-defined work planes. and completing other modeling tasks.

the initial sketch is created on one of these default planes. Access Methods Use the following method to access the default work planes. All Rights Reserved 181 . The three planes represented are the YZ plane. There are three default work planes. Concept When you create a new part file. These work planes are located in the Origin folder of the Part/Assembly Browser. The default work planes extend infinitely from the origin point. Default Work Planes Potential Uses for Default Work Planes Following are some potential uses for default work planes: Copyright © 2004 Autodesk. Inc. each representing a different coordinate plane. You can create additional sketches and/or features using the model or the default work planes. and XY plane. Browser Expand the Origin folder in the browser. XZ plane.Default Work Planes Every part and assembly file contains default work planes.

Right-click on the work plane and click Visibility on the shortcut menu to turn on the work plane visibility. To prevent the work plane from resizing. All work planes with this option enabled are resized equally.• • • • Basis for new sketches Basis for assembly constraints Feature termination options Basis for new work features Default Work Plane . Auto-Resize: This property is on by default and enables the visible size of the work plane to adjust according to the geometry in the current file.Appearance Properties The following options are available to control the appearances of work planes. select this option and clear the check mark. The following image represents the work plane size before and after creating geometry. 182 Chapter 4: Introduction to Work Features . • • Visibility: This property is off by default.

The Work Plane Tool You use the Work Plane tool to create work planes in the current part or assembly file. Work planes are used to define planar surfaces when the existing geometry does not represent the required plane. the work plane will move to retain the tangent relationship with the cylinder. For example. if you create a work plane that is tangent to a cylindrical surface with a radius of 2 mm. The circular extrusion is created from the work plane extruding to meet the part face. and that radius later changes to 5 mm. Access Methods Use the following methods to access the Work Plane tool. When you create a work plane using features of existing geometry. Work planes are parametrically attached to the model geometry and/or default work planes. Procedure In the image below. Panel Bar Keyboard Shortcut ] Copyright © 2004 Autodesk. As the angle of the part face changes. All Rights Reserved 183 . and circular feature changes with the work plane. the work plane will also change. if the geometry changes. Inc. the work plane updates to maintain the 30 degree angle. the work plane is created at a 30 degree angle from part face.

Repeating the Work Plane Tool If you need to create multiple work planes. For example. 1. right-click in the graphics window and click Repeat Command on the shortcut menu. 2. Process Overview . Select the second feature or plane. 184 Chapter 4: Introduction to Work Features . Each selection represents either an orientation or position. there is no dialog box to create a planar offset work plane. The following steps represent an example for creating a work plane that is aligned with the Origin XY plane and tangent to the outside of the cylinder. the type of work plane is based completely on the geometry you select. The Work Plane tool is repeated until you cancel the command. All work planes are created based on two or three selections.Creating Work Planes When you create work planes. Select the feature or plane. While the Work Plane tool is active. you can activate the Repeat Command option.

they appear in the browser just like other parametric features. Copyright © 2004 Autodesk. Any geometry that was based on the work plane being redefined updates to reflect the changes in the work plane. Inc. however they are not edited in the same way as other parametric features. You can select this option to recreate the work plane using any valid method.The resulting work plane is created. Redefining Work Planes As you create work planes. the Redefine Feature option is available. If you right-click the work plane in the browser or graphics window. All Rights Reserved 185 .

you select geometry and/or other work features.Cylindrical Surface Result Selection 1 .Click and drag from plane or surface 186 Chapter 4: Introduction to Work Features .Release the mouse and enter an offset distance Result Selection 1 . Following are some of the most common methods used to create work planes. When you create work planes.Examples of Work Planes Several methods are available for creating work planes. Concept • Aligned to origin plane/tangent to cylindrical surface Selection 2 .Part Face Result Selection 1 .Origin Work Plane • Aligned to face/midpoint between two faces Selection 2 .Part Face • Offset from plane or surface Selection 2 . Each selection will define either orientation or position for the new work plane.

Vertex on Geometry Result Copyright © 2004 Autodesk. All Rights Reserved 187 .• Angle from face/along an edge Selection 2 . Inc. Enter Angle Result Selection 1 .Vertext on Geometry Selection 1 .Vertex on Geometry Selection 3 .Part Face • Work plane on 3 points Selection 2 .Planar Surface on Part.

Select the appropriate option or use the keyboard shortcuts. in the browser. 188 Chapter 4: Introduction to Work Features .Part Face Result Selection 1 . Procedure Controlling Global Visibility You can toggle the visibility of work features and sketches by using the options on this menu. right-click the work plane and click Visibility on the shortcut menu. You can control the visibility of the work planes and move and/or resize them. View Menu > Object Visibility Individual Work Plane Visibility To control individual work plane visibility.Part Face Work Plane Appearance The appearance of work planes is controlled in a number of different ways.• Parallel to face/midpoint of edge Selection 2 .

Resizing Work Planes Moving Work Planes Place your cursor over an edge of the work plane. When the resize indicator appears. click and drag the work plane to a new location. click and drag the corner of the work plane to resize it. When the move indicator appears. All Rights Reserved 189 . Inc. Moving Work Planes Copyright © 2004 Autodesk.Resizing Work Planes Place your cursor over the corner of the work plane.

Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. From the Main table of contents page. 2. click Exercise: Work Planes The completed exercise is shown in the following image. Control Valve with Work Planes 190 Chapter 4: Introduction to Work Features . you create a cylindrical control valve using both origin planes and work planes.Exercise: Work Planes In this exercise. click Chapter 4: Introduction to Work Features From the table of contents for Chapter 4: Introduction to Work Features.

and completing other modeling tasks. you will be able to • • • • Locate. display and use the default work axes in part and assembly files Create additional work axes using the Work Axis tool Identify examples of work axes Control the visibility of work axes Copyright © 2004 Autodesk.Work Axes Overview Overview Overview A work axis is an axis that extends infinitely and is used to assist you in creating geometry. All Rights Reserved 191 . Simple Part Created Using Work Axes Objectives After completing this lesson. Inc. There are two main types of work axes: default work axes and user-defined work axes. In this lesson you learn to create and use work axes. placing constraints.

and Z axis. The three axes represented are the X axis. Concept Access Methods Use the following methods to access the default work axes. These default work axes. located in the Origin folder of the Part/Assembly Browser. There are three default work axes. extend infinitely from the origin point. each representing a different coordinate axis. Default Work Axes 192 Chapter 4: Introduction to Work Features .Default Work Axes Every part and assembly file contains default work axes. Browser Expand the Origin folder and right-click on one of the default work axes. Y axis.

Copyright © 2004 Autodesk. All Rights Reserved 193 . Right-click on the work axis and click Visibility on the shortcut menu to turn on the work axis visibility. Inc. • Visibility: This property is off by default.Appearance Properties Right-click on an origin axis to access the following options.Potential Uses for Default Work Axes Following are some potential uses for default work axes: • • • • Basis for assembly constraints Axis of revolution for circular pattern Basis for new work features Representation of centerlines on sketches Default Work Axes .

Procedure Access Methods Use the following methods to access the Work Axis tool. if the geometry changes. While the Work Axis tool is active. When you create a work axis using features of existing geometry. you can activate the Repeat Command option. 194 Chapter 4: Introduction to Work Features . Work axes are parametrically attached to the model geometry and/or default work features. Work axes are used to define an axis when the existing geometry does not represent the required axis. All work axes are created by selecting existing geometric features or other work features. For example. there is no dialog box to create an axis at the intersection of two planes. The Work Axis tool is repeated until you cancel the command. the type of work axis is based completely on the geometry you select.The Work Axis Tool The Work Axis tool is used to create work axes in the current part or assembly file. right-click in the graphics window and click Repeat Command on the shortcut menu. Process Overview . the work axis updates to reflect those changes. Panel Bar Keyboard Shortcut / Repeating the Work Axis Tool If you need to create multiple work axes. The following steps represent some examples for creating a work axis.Creating Work Axes When you create a work axis.

• The work axis is created at the intersection of the two planes. Inc. Copyright © 2004 Autodesk. click the Work Axis tool and select a Plane or Planar Surface. All Rights Reserved 195 . • Select another Plane or Planar Surface.• Work Axis at Center of Circular Feature: • • Work Axis at Intersection of Two Planes: On the Panel Bar.

they appear in the browser just like other parametric features. the Redefine Feature option is available.Redefining Work Axis As you create work axes. If you rightclick on the work axis in the browser or graphics window. Any geometry that was based on the work axis being redefined updates to reflect the changes in the work axis. Select this option to recreate the work axis using any valid method. 196 Chapter 4: Introduction to Work Features . however they are not edited in the same way as other parametric features.

Inc. • Work Axis at Center of Circular Feature: Selection 1 .Example of Work Axes Concept Process Overview .Plane or Planar Surface Copyright © 2004 Autodesk. you select geometry and/or other work features.Circular Feature Result • Work Axis at Intersection of Two Planes: Selection 2 .Creating Work Axes Several methods are available for creating work axes. When you create work axes. Following are some of the most common methods used to create work axes. All Rights Reserved 197 .Plane or Planar Surface Result Selection 1 .

Point or Midpoint 198 Chapter 4: Introduction to Work Features .Point Result Selection 1 .• Work Axis Through Point/Normal to Plane: Selection 2 .Point or Midpoint Result Selection 1 .Plane or Planar Surface • Work Axis Through Two Points: Selection 2 .

All Rights Reserved 199 .Work Axis Appearance Procedure Work Axis Appearance You can turn on or off the appearance of work axes individually or globally in the part or assembly file. Select the appropriate option or use the keyboard shortcuts. View Menu > Object Visibility Individual Work Axis Visibility To control individual work axis visibility. Inc. Controlling Global Visibility You can toggle the visibility of work features and sketches by using the options on this menu. right-click the work axis and click Visibility on the shortcut menu. Copyright © 2004 Autodesk. in the browser.

click Chapter 4: Introduction to Work Features From the table of contents for Chapter 4: Introduction to Work Features.Exercise: Work Axes In this exercise. From the Main table of contents page. you use work axes to add features to an existing part. Simple Part Created Using Work Axes 200 Chapter 4: Introduction to Work Features . Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. click Exercise: Work Axes The completed exercise is shown in the following image. You will utilize both origin work axes as well as new work axes to create the additional features required for the part. 2.

Inc. In this lesson you learn how to create and use both grounded and parametric work points. All Rights Reserved 201 .Work Points Overview Overview Overview Work points are used to represent a single point on the geometry or in space.0. you will be able to • • • • Utilize the Center Point work point when creating geometry Create parametric work points Create grounded work points Identify methods used to create work points Copyright © 2004 Autodesk.0 coordinate. Each part and assembly file contains one center point work point representing the 0. You can create other work points that are parametrically attached to the geometry or grounded to a location specified. PC Speaker Base Component Objectives After completing this lesson.

By default. Center Point Work Point 202 Chapter 4: Introduction to Work Features .Center Point Work Point Each part and assembly file contains a Center Point work point. Located under the Origin folder in the Part/Assembly browser. Isometric View of Origin Axes and Center Point Identifying the Center Point Work Point Expand the Origin folder to expose the origin work features.0 coordinate. Concept In this lesson you learn how to access and use the Center Point work point in your designs. visibility for the center point is turned off. The Center Point work point appears at the bottom of the list. Work planes and work axes extend outward from this point. Right-click on the center point and click Visibility on the shortcut menu to display the center point. this point represents the 0.0.

The following steps describe how to reference the Center Point work point in your design. Create a new part file. you can create your initial sketch geometry relative to its position. On the Panel Bar. Copyright © 2004 Autodesk. 2. 1. expand the Origin folder and select the Center Point.Initial Use for Center Point Work Point It is recommended that all designs initially reference the Center Point work point by constraints or dimensions. Inc. click the Project Geometry tool and in the browser. All Rights Reserved 203 . Now that the center point is projected onto the sketch. The default sketch is automatically created.

To project the center point. Next add constraints and/or dimension referencing the center point work point. the sketch geometry stays in the same position relative the origin center point. This insures that when the dimensions change. Center Point Visibility Note You do not need to turn on the visibility of the center point to reference it in your design features. 204 Chapter 4: Introduction to Work Features . in the browser.3. This technique also positions your geometry relative to the other origin work planes and axes for later use. expand the Origin folder and select it. After changing the dimensions on the sketch. the geometry is still centered around the projected center point.

The Work Point tool will be repeated until you cancel the command. Potential Uses for Work Points Following are some potential uses for work points: • • • • Basis for assembly constraints Projection onto sketches Basis for new work features Creation of 3D sketches by drawing lines between work points Access Methods Use the following methods to access the Work Point tool. the work point changes accordingly. All Rights Reserved 205 . Inc. right-click in the graphics window and click Repeat Command on the shortcut menu. Either method creates a work point that is parametrically attached to the geometry or other work features. Panel Bar Keyboard Shortcut . Repeating the Work Point Tool If you need to create multiple work points.The Work Point Tool You use the Work Point tool to create parametric construction points on part features. Copyright © 2004 Autodesk. Several methods are available for creating these work points. Procedure Work points are used as construction geometry to assist in the creation of other geometry and features. you can activate the Repeat Command option. While the Work Point tool is active. If this geometry changes.

click the Work Point tool and select a vertex on the part • Creating a work point the midpoint of an edge The work point is created on the midpoint of the selected edge On the Panel Bar.Creating Work Points Several methods are available for creating work points. click the Work Point tool and select the of an edge 206 Chapter 4: Introduction to Work Features .Process Overview . The work point position is determined by the geometry or other work features that are selected. • Creating a work point on a vertex The work point is created on the selected vertex On the Panel Bar. The following steps represent some examples for creating a work points.

the Redefine Feature option is available. Inc. click the Work Point tool and select an edge or axis Redefining Work Points As you create work points. Selecting this option enables you to recreate the work point using any valid method. Copyright © 2004 Autodesk. Any geometry that was based on the work point being redefined updates to reflect the changes in the work point.• Creating a work point at the intersection of a edge and plane Select a plane or surface The work point is created at the intersection of the edge and plane On the Panel Bar. however they are not edited in the same way as other parametric features. If you right-click on the work point in the browser or graphics window. they appear in the browser just like other parametric features. All Rights Reserved 207 .

you are presented with the 3D Move/Rotate dialog box. Unlike standard work points which update their position to reflect changes in model geometry. 3D Move/Rotate Dialog Box After you select the initial location for the grounded work point. 3D Move/Rotate Dialog Box 208 Chapter 4: Introduction to Work Features . Access Methods Use the following methods to access the Grounded Work Point tool. you must select existing geometry for the initial placement. When you execute the Grounded Work Point tool. and can be used in the same way as a standard work point. Grounded work points differ from standard work points in that they are not parametrically attached to the model geometry. grounded work points can be placed anywhere in 3D space. however after the initial placement is selected. Procedure After the grounded work points position has been set. The interface in the dialog box changes depending on which type of transformation you are doing on the grounded work point. grounded work points remain in their set position until manually moved. the work point can be moved and/or rotated in any direction.Grounded Work Points Unlike standard work points which must be placed somewhere on the geometry or at an intersection of geometry and/work features. it appears in the graphics window the same as a standard work point. Panel Bar Keyboard Shortcut .

2. the dialog box changes to enable you to input or drag an angle value. On the Panel Bar. To transform the grounded work point. When you select an axis element on the Triad. When you select a Triad element for a move transformation. Grounded Work Points .Process Overview The following steps represent an overview for creating grounded work points.The image above describes the transformation options when moving a grounded work point. click the Grounded Work Point tool and select a vertex or other work point to define the initial position. The work point triad appears at the selected location. 1. Inc. you must select an element of the triad according to the Copyright © 2004 Autodesk. the fields available in the dialog box are based on the triad element selected. All Rights Reserved 209 .

3. Select the More tab to see additional options. Select the Redefine Alignment or Position option to realign the triad.transformation desired. the triad Y Axis is selected. 210 Chapter 4: Introduction to Work Features . In this image. The previous steps results in the triad being aligned to the selected edge. and then the angled edge on the part is selected.

Copyright © 2004 Autodesk. The work point is displayed in the graphics window just like a standard work point. All Rights Reserved 211 . the triad Y axis arrow element is selected enabling you to move the work point along the Y axis by entering a value or clicking and dragging the distance in the graphics window. Inc.4. In this image. However. Click Apply or OK to create the work point at the current location. 5. note the slightly different icon for grounded work points in the browser.

To move the triad only. you have options to redefine or move/rotate the work point. Select the Redefine alignment or position option and select an element of the triad. This would enable you to move or rotate the grounded work point from the new location. in the 3D Move/Rotate dialog box select the More tab and then select the Move Triad Only option. Redefining a work point is the same as redefining other work features. The following steps represent an overview for using the 3D Move/Rotate dialog box to transform an existing grounded work point. 2. the triad is being relocated to the center of the part.Process Overview After you create the grounded work point. In the image below. 1. right-click on the grounded work point and click 3D Move/Rotate on the shortcut menu. enabling you to transform the work point from a point other than its current position. In the browser. where a standard work point exists.Moving and Rotating Grounded Work Points . 212 Chapter 4: Introduction to Work Features .

Select an axis element on the triad and enter or drag and angle of rotation.3. Inc. Copyright © 2004 Autodesk. All Rights Reserved 213 . Clear the Move Triad Only option and click the Transform tab. Click Apply or OK to position the grounded work point at the current location.

Additional Examples of Work Points Following are some additional methods for creating work points. Concept • Work point at the intersection of a line or axis and a surface: Selection 2 .Line or Axis • Work point at the intersection of a plane and a curve: Selection 2 .Surface Result Selection 1 .Plane or Face 214 Chapter 4: Introduction to Work Features .Curve Result Selection 1 .

PC Speaker Base Component Copyright © 2004 Autodesk. Inc. From the Main table of contents page. the sketch geometry has already been created. To save time. click Exercise: Work Points The completed exercise is shown in the following image.Exercise: Work Points In this exercise. 2. you create a PC speaker base component by using sketched features and work points. click Chapter 4: Introduction to Work Features From the table of contents for Chapter 4: Introduction to Work Features. All Rights Reserved 215 . Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1.

sketched features. Offset-Rod-Guide 216 Chapter 4: Introduction to Work Features . click Challenge Exercise: Introduction to Work Features The completed exercise is shown in the following image. click Chapter 4: Introduction to Work Features From the table of contents for Chapter 4: Introduction to Work Features. and hole features. You create different types of work features. To navigate to the exercise in the Electronic Student Workbook: 1.Challenge Exercise: Introduction to Work Features Challenge Exercise: Introduction to Work Features Print Exercise Reference In this exercise you create the Offset-Rod-Guide part by using the concepts and procedures you learned in this chapter. 2. From the Main table of contents page.

How to use the default center point work point. Inc. How to create new work points. How to use the default work axes as well as create new work axes. All Rights Reserved 217 .Chapter Summary Summary You learned the following in this chapter: Summary • • • • • • • • How to locate and utilize the default work planes contained in every part and assembly file. How to redefine and control the appearance of work points in your model. Y How to redefine and control the appearance of work axes in your model. both parametric and grounded. How to create new work planes using different methods to define them. How to control the appearance of work planes in your part and assembly files. Copyright © 2004 Autodesk.

218 Chapter 4: Introduction to Work Features .

.. Using the Hole and Thread tools. Use the three available methods for creating chamfer features. Creating and editing chamfer features. Create and use custom color styles on a part model. Different types of fillets that can be created. Applying custom color styles to a part model.. Creating rectangular and circular patterns of features on your part. • • • • • • • • • • • Creating and editing Fillet features. Create and edit thread features on your part by using the Thread tool. Create and edit rectangular and circular patterns. Create and edit chamfer features. Create and edit shell features to remove material from a part. The three different methods for defining chamfer features. Creating Shell features to remove material from your part model. Use the options contained in the Shell dialog box. Apply face drafts to a part model by using the Face Draft tool.. Representing external and/or internal threads on a part. • • Create and edit fillet features. Create and edit hole and thread features. Adding Face Drafts to a model. Use the options on each tab of the Fillet dialog box to control how a fillet is created. Setting the draft angle and pull direction.Introduction to Placed Features Chapter Introduction In this chapter you learn about. you will be able to. • • • • In this chapter After completing this chapter. • • • • • .

Fillet Features Overview Overview Overview Fillet features are among the most widely used features on any three-dimensional (3D) part. The most common type of fillet feature is a constant radius fillet. you will be able to • Use the Fillet tool to create constant and variable radius fillets 220 Chapter 5: Introduction to Placed Features . Pillar Block with Fillets Objectives After completing this lesson. and also for aesthetic purposes. however certain situations may call for the use of variable radius fillets. In this lesson you learn how to create both constant and variable radius fillets. Fillets are commonly used when parts are designed to remove sharp edges and reduce the potential of stress cracking. They can exist on geometry in various sizes and shapes.

Procedure Before and After Fillet Features Access Methods You can use the following methods to access the Fillet tool. Inc.The Fillet Tool You use the Fillet tool to create fillets and rounds on existing 3D geometry. Panel Bar Keyboard Shortcut SHIFT+F Constant Radius Tab Fillet Dialog Box .Constant Tab Edge Sets: An edge set consists of selected edges and a radius value. All Rights Reserved 221 . The arrow icon indicates you are in the selection mode and can continue to select the required edges. Edges: Displays the number of edges selected for this edge set. You can create both constant radius and variable radius fillets with the Fillet tool. Copyright © 2004 Autodesk.

Select mode area: Determines how edges are selected. 222 Chapter 5: Introduction to Placed Features . • Feature: Enables you to select or remove all edges of a feature at once. select the appropriate edge set in the dialog box. The pencil icon indicates that the radius value is being edited. • Loop: Enables you to select or remove the edges of a closed loop on a face.Radius: Specify a value for the radius of the fillet for each edge set. then while holding the CTRL or SHIFT key. You cannot select additional edges until you select the edges field of the edge set. they are all treated as one fillet feature. To remove selected edges from the edge set. • Edge: Enables you to select or remove individual edges for the fillet. Although each edge set can have a different radius value. Each edge set consist of selected edges and a specific radius. select the edges to be removed. Click to add: Select this area of the dialog box to create a new edge set.

Only one edge is allowed per selection. Variable Radius Tab Fillet Dialog Box .Variable Tab Edges: Select the edge to place a variable radius fillet. All Rounds: Select this option to automatically select all convex edges and corners. All Rights Reserved 223 . You cannot remove individual edges from the All Rounds edge set.All Fillets: Select this option to automatically select all concave edges and corners. The manually selected edges are not included in the new edge set. If some edges have already been selected. a new edge set is created for the remaining edges. Use the Click to Add area for additional edges. Copyright © 2004 Autodesk. The manually selected edges are not included in the new edge set. If some edges are already selected. a new edge set is created for the remaining edges. Inc. You cannot remove individual edges from the All Fillets edge set.

Point: List the start point and endpoint of the selected edge. Values represent the percentage from the start point. For example. On Off 224 Chapter 5: Introduction to Placed Features . Position: Specify a position along the selected edge for the selected point. Select additional points along the edge for more control over the variable radius. The point selected in the dialog box is highlighted on the edge. Smooth radius transition: Select this option to gradually blend the radius between points. Clear this option to create fillets with a linear transition between the points. .25 represents a distance 25% of the length of the edge from the start point. Radius: Enter a radius value for the selected point.

The value specified represents a distance along the selected edge from the vertex.Setbacks Tab Fillet Dialog Box . using the Setbacks tab is optional. All Rights Reserved 225 . When you create fillets on three edges that meet at a vertex. The following images represent the result of using the Setbacks tab.Setbacks Tab Vertex: Select the vertex of three selected edges. Edge/Setback: Select each edge and specify a setback value for the edge. Inc. Not Using Setbacks Using Setbacks Copyright © 2004 Autodesk.

226 Chapter 5: Introduction to Placed Features . click the [>>] button to expand the Fillet dialog box.Options To access the following options. Rolling ball where possible: This option sets the corner style for the fillets.Expanded Roll along sharp edges: This option sets the solution method for the fillet when conditions would cause adjacent edges to be extended in order to maintain the radius. If this option is selected. the fillet radius varies when necessary to preserve the adjacent faces. the fillet radius remains constant and adjacent edges are extended as required to maintain the radius. Fillet Dialog Box . If this option is not selected.Fillet Dialog Box .

all edges tangent to the selected edge are selected automatically. Editing the fillet feature and enabling the Preserve All Features option fixes the problem and the fillet and cut features remain valid. features that intersect the fillet feature are checked and their intersections are calculated. select the edges to be filleted and specify a radius for each edge set. In the following images. In the image below.Automatic Edge Chain: When this option is selected. in the graphics window. the cut feature would intersect the fillet feature. The first edge set contains two edges to receive a 2 mm fillet and the second set contains three edges to receive a 1 mm fillet. On the Panel Bar. Copyright © 2004 Autodesk. 2. With the Fillet dialog box displayed. click the Fillet tool. An error results when creating the fillet feature. Inc. Feature Intersecting Fillet Creating Constant Radius Fillets . Preserve All Features: When this option is selected. Create an edge set for each different radius. Only the selected edge is calculated during the fillet operation. 1. two edge sets have been created. If this option is not selected.Process Overview The following steps represent an overview for creating constant radius fillet features. features that intersect with the fillet are not calculated. All Rights Reserved 227 .

3.

Click OK to create the fillet feature. Note in the browser only one fillet feature appears even though five edges were filleted in this example.

Creating Variable Radius Fillets - Process Overview
The following steps represent an overview for creating variable radius fillet features. 1. 2. On the Panel Bar, click the Fillet tool. With the Fillet dialog box displayed, select the Variable tab, and in the graphics window, select the edge(s) to apply the variable radius fillet. In the Fillet dialog box, click the Start point to modify and in the Radius field enter the radius for the Start point then click the End point to modify the radius End point.

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3.

To add an additional point along the selected edge, drag the cursor along the selected edge and left click to add the point.

4.

After the additional point(s) is added, in the Radius box specify a radius for the fillet at the selected point and in the Position box specify a position along the edge for the new point.

5.

Click OK to create the fillet.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

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Editing Fillet Features
After you have created a Fillet feature, you can edit it using the same dialog box. In the browser, right-click the Fillet feature and click Edit Feature on the shortcut menu. The Fillet dialog box is displayed enabling you to change the fillet parameters, add or remove selections, and change options.

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Exercise: Fillet Features
In this exercise, you create fillet features on the existing Pillar-Block-Rev-2 component. You will create both constant and variable radius fillets.
Print Exercise Reference

To navigate to the exercise in the Electronic Student Workbook:
1. From the Main table of contents page, click Chapter 5: Introduction to Placed Features From the table of contents for Chapter 5: Introduction to Placed Features, click Exercise: Fillet Features

2.

The completed exercise is shown in the following image.

Pillar Block with Fillets

Copyright © 2004 Autodesk, Inc. All Rights Reserved

231

Chamfer Features
Overview Overview

Overview
You can place chamfer features on parts to serve different purposes from functional to aesthetic. Chamfers can exist on parts in various sizes and angles. In this lesson you learn how to create and edit chamfer features.

Rod-Bearing-Mount Complete with Chamfers

Objectives
After completing this lesson, you will be able to • Use the Chamfer tool to create and edit chamfers

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The Chamfer Tool
You use the Chamfer tool to add chamfer features to edges on your part. These features, like other features, are fully parametric and easily editable after you create them. When you create chamfer features, you can choose from three different methods which determine how the chamfer is specified. With any of the methods, the end result is the replacement of the selected edge(s) with a face(s) at an angle specified either directly or indirectly through the use of distances.
Procedure

Before and After Chamfer Features

Access Methods
Use the following methods to access the Chamfer tool. Panel Bar

Keyboard Shortcut

SHIFT+K

When you use any of the above listed methods to access the Chamfer tool, the following options are available. There are three methods for creating chamfers, Single Distance, Distance/Angle, and Distance/Distance. Each method presents different options in the Chamfer dialog box.

Chamfer Dialog Box - Single Distance Option

Edges: Select the edges to be chamfered

Copyright © 2004 Autodesk, Inc. All Rights Reserved

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Distance: Specify a distance for the chamfer. The distance is applied to both sides of the selected edge resulting in a 45-degree chamfer.

Chamfer Dialog Box - Distance/Angle Option

Edges: Select the edge(s) to be chamfered. This option is disabled until you select a face. The edge(s) selected must be adjacent to the selected face. Face: Select a face adjacent to the edge you are chamfering. The angle is measured from this face. Distance: Specify a distance for the chamfer. The distance is measured from the selected edge along the selected face. Angle: Enter an angle for the chamfer. The angle is measured from the selected face.

Chamfer Dialog Box - Distance/Distance Option

Edge: Select the edge to be chamfered. When you use this method, only one edge can be chamfered at a time. Click this button to flip the sides of the selected edge for calculating Distance1 and Distance2. Distance1: Specify the first distance of the chamfer. This distance is measured along one of the adjacent faces. Distance2: Specify the second distance of the chamfer. This distance is measured along the opposite adjacent face.

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You can expand the Chamfer dialog box by clicking the [>>] button. Expanding the Chamfer dialog box presents the following options.

Chamfer Dialog Box - Expanded Area

Edge Chain: The options control how the edges are selected. The edge selected and all tangentially connected edges. Only the edge selected. Setback: This option is available only when using the single distance method. When chamfering three edges that meet at a corner, this option determines the result of the corner.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

235

Creating and Editing Chamfer Features - Process Overview
The following steps represent an overview for creating and editing chamfer features. 1. 2. On the Panel Bar, click the Chamfer tool. In the Chamfer dialog box, select the desired method to create the chamfer. • For a single distance chamfer, select the edge(s) to be chamfered, enter a distance for the chamfer and click OK.

The resulting chamfer is created

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For the Distance/Angle method, select the Distance/Angle option. Select the face, and then select the edge(s) to be chamfered. Enter a distance and angle for the chamfer and click OK.

The resulting chamfer is created

For the Distance/Distance method, select the Distance/Distance option. Select the edge to be chamfered. Enter distance values in the Distance1 and Distance2 fields.

Optionally flip the direction of the chamfer by clicking the Flip Direction icon.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

237

The resulting chamfer is created. The Chamfer dialog box is displayed enabling you to edit the feature the same way it was created. 238 Chapter 5: Introduction to Placed Features . Right-click the feature and click Edit Feature on the shortcut menu.Click OK to create the chamfer. it will appear in the browser. Editing Chamfer Features After the chamfer feature is created.

click Chapter 5: Introduction to Placed Features From the table of contents for Chapter 5: Introduction to Placed Features. you will add chamfer features to an existing part. After the features have been created. you will edit the chamfer features and view the result.Exercise: Chamfer Features In this exercise. All Rights Reserved 239 . Inc. From the Main table of contents page. The completed exercise is shown in the following image. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Rod-Bearing-Mount Complete with Chamfers Copyright © 2004 Autodesk. click Exercise: Chamfer Features 2.

Hydraulic Valve Component Objectives After completing this lesson. Although Hole features are considered to be placed features. You use the Thread tool to place both internal and external thread features on the part. In this lesson you learn how to use the Hole tool to create parametric hole features and how to use the Thread tool to create parametric thread features on existing geometry. you will be able to • • Use the Hole tool to create and edit hole features Use the Hole tool to create internal thread features and use the Thread tool to create external thread features 240 Chapter 5: Introduction to Placed Features .Hole and Thread Features Overview Overview Overview Hole features enable you to create parametric holes on your part. they do require an unconsumed sketch representing the center point locations for the holes.

All Rights Reserved 241 . rather than having to manually edit or create geometry to achieve the same result. Panel Bar Shortcut Menu Keyboard Shortcut H Copyright © 2004 Autodesk. such as counterbore.The Hole Tool You use the Hole tool to create parametric hole features on parts. Additional options for the drill point and thread options are also available. or points projected from other geometry in the part. the endpoints of sketched lines. You can create standard drilled holes. You can create center points using the Point/Hole Center sketch tool. Although you can create holes by extruding a circle with a Cut feature relationship. the Hole tool provides greater flexibility in the variations and types of holes. With the Hole tool you can create the various hole types in a single dialog box. Procedure When you create holes using the Hole tool. counterbored holes. countersink. and countersunk holes. you are presented with different options for the type of hole being created. you must create a sketch containing the hole center points. Part with Various Types of Holes Access Methods Use the following methods to access the Hole tool. and threads. Inc. When you start the Hole tool.

If you create the sketch using the Point/Hole Center objects. Tapped: This option enables tapped threads in the hole and expands the Hole dialog box. Other acceptable points include endpoints of lines. the center points will be selected automatically. To: This option enables you to specify a face or plane to terminate the hole. counterbore. 242 Chapter 5: Introduction to Placed Features . Thread Type: From the drop-down list. You can also clear hole centers from the selection set by holding the CTRL key and selecting the center points. select the thread type. projected centerpoints of circles and arcs. • Optionally specify an angle other than the standard 118-degree drill point. and projected work points. Through All: This option enables the hole to go all the way through the part. Drill Point: Select either a flat bottom drill or standard tapered drill point.Expanded The Holes dialog box includes the following options and specifications: Centers: Select the center points to use for the hole(s). Click this button to flip the direction of the hole. Termination: Select one of the following Termination types: • • • Distance: This option enables you to specify a depth for the hole in the preview area of the dialog box.Holes Dialog Box . Type: Click the button representing the desired hole type: drilled. and countersink.

click Return to exit the sketch.Process Overview The following steps represent an overview for creating and editing holes. • • • • Minor: Creates the hole using the Minor Diameter of the selected thread size. Create a new sketch containing the center point location for the hole features. select the nominal hole size. select the Class of thread.Full Depth: This option creates the threads at the full depth of the hole. Creating and Editing Holes . All Rights Reserved 243 . Copyright © 2004 Autodesk. 2. Left Hand: Select this option for a left-hand thread. Tap Drill: Creates the hole using the Tap Drill diameter of the selected thread size. Class: From the drop-down list. Available pitches are based on the selected Nominal Size. you must specify a thread depth in the preview area of the dialog box. Nominal Size: From the drop-down list. Pitch: Creates the hole using the Pitch diameter of the selected thread size. Right Hand: Select this option for a right-hand thread. select the thread pitch. Inc. Major: Creates the hole using the Major Diameter of the selected thread size. If this option is not selected. Diameter: Select the actual diameter used to create the hole. 1. Pitch: From the drop-down list. On the Standard toolbar.

If you use the Point/Hole Center sketch object. the endpoints of lines can be used to locate hole features. Remember. click the Hole tool. On the Standard toolbar. Adjust the options in the dialog box depending on the type of hole(s) you need to create. 4. On the Panel Bar. Click OK to create the hole(s). 244 Chapter 5: Introduction to Placed Features . the hole centers will be automatically selected.3. In some situations it may be easier to draw construction line segments to locate the center points of the holes. click Return to exit the sketch.

Click OK to create the threaded hole. Select the Thread type from the drop-down list and adjust the other thread options as required. Preventing Interference Between Holes and Fasteners Tip In the Threads area. All Rights Reserved 245 . Left-hand versus right-hand threads are also depicted correctly. The bitmap will change according to the thread specification. set the Diameter option to Major. Fine threads will appear fine while coarse threads appear coarse. Inc.5. This creates the hole at the major diameter of the thread. click the Hole tool and then select the endpoints of the line segments. In the image below the endpoints are being selected and the Tapped option is being used. thus preventing an interference being returned between the fastener and the hole. On the Panel Bar. Note the bitmap representing a threaded hole. Copyright © 2004 Autodesk.

Threads are considered a placed feature.Thread Features The Thread tool enables you to create thread features on external and internal surfaces. All that is required is existing cylindrical surfaces to apply the thread feature. 246 Chapter 5: Introduction to Placed Features . Many of the same options available for internal threads using the Hole tool are also available when you use the Thread tool. therefore. the Thread tool does not require an unconsumed sketch. Panel Bar Thread Feature Dialog Box .Location Tab The Location tab in the Thread Feature dialog box includes the following options and specifications: Face: Click the icon to select the face(s) to apply thread features. Procedure Example of External Thread Features Access Methods Use the following method to access the Thread tool.

Thread Feature Dialog Box . • Length: Specifies the length of the thread feature on the selected face. Copyright © 2004 Autodesk.Specification Tab The Specification tab in the Thread Feature dialog box includes the following options and specifications: Thread Type: Select the required thread type. Nominal Size: The nominal thread size is automatically selected based upon the diameter of the selected face.Display in Model: Select this option to display the thread bitmaps on the model. Full Length: Select this option to apply the thread feature to the entire length of the selected face. Pitch: Select the appropriate thread pitch from the drop-down list. Click this button to flip the direction of the thread feature. Right Hand: Select this option to generate a right hand thread. the following options become available. Inc. All Rights Reserved 247 . Selecting a nominal size other than the size automatically selected may result in an error when you click OK. If this option is not selected. Left Hand: Select this option to generate a left hand thread. Class: Select the appropriate thread class from the drop-down list. • Offset: Specifies the distance from the start face of the thread feature. When this option is not selected. the thread feature is created but is not displayed on the geometry.

On the Panel Bar.Process Overview The following steps represent an overview for creating external thread features using the Thread tool. 2. click the Thread tool and select a cylindrical face on the part. 1. On the Location tab. On the Specification tab. select the appropriate thread type and adjust the other settings as required by your design intent. Click OK to create the thread feature. you can right-click the thread feature and click Edit Feature on the shortcut menu to edit the feature using the same dialog box used in creating the feature. The thread feature appears on the model geometry as well as in the browser. 248 Chapter 5: Introduction to Placed Features .Creating Thread Features . Just like other parametric features. adjust the Thread Length options as required.

Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Inc. click Chapter 5: Introduction to Placed Features From the table of contents for Chapter 5: Introduction to Placed Features. Hydraulic Valve Component Copyright © 2004 Autodesk. You will use the Hole tool to add the necessary hole features. You then use the Thread tool to add thread features to the component.Exercise: Hole and Thread Features In this exercise. you open the Hyd-Valve-Housing part file and create new hole features. click Exercise: Hole and Thread Features 2. All Rights Reserved 249 . From the Main table of contents page. The completed exercise is shown in the following image.

By using shell features.Shell Features Overview Overview Overview You use shell features to remove material from existing solid features. you can create the overall shape of your part and then create a cavity in the part by specifying a wall thickness for the faces. In this lesson you learn how to create and edit shell features. Complete Part Containing Shell Features Objectives After completing this lesson. you will be able to: • Use the Shell tool to create shelled features 250 Chapter 5: Introduction to Placed Features .

One key advantage to using the Shell tool is that you can create differing wall thickness for each face of the part. you select at least one face on the part to be removed from the shell feature leaving the remaining faces as the shell walls. With the Shell tool. Panel Bar Shell Dialog Box Copyright © 2004 Autodesk. Procedure Before and After Shell Feature Access Methods Use the following methods to access the Shell tool. you can remove material from an existing part and create a cavity in the part by specifying a wall thickness for the faces. Inc.The Shell Tool You use the Shell tool to create shelled features on existing solid geometry. Generally. All Rights Reserved 251 .

Thickness: Specify value for the wall thickness. This value overrides the default thickness for the selected face(s) only.Remove Faces: Click this icon to select the face(s) to remove from the shell feature. The remaining faces serve as walls for the shell feature. If you do not remove any faces from the shell feature.Process Overview The following steps represent an overview for creating shell features. In the Thickness box enter a wall thickness. Create a part representing the overall shape required. 2. • Both: Half of the thickness is applied to each side of the face. On the Panel bar. Direction: Click one of the direction buttons. 252 Chapter 5: Introduction to Placed Features . • Outside: The thickness is applied to the outside of the existing faces. Unique face thickness: Select the Click to Add area of the dialog box to create unique face thicknesses for the shell feature. click the Shell tool and select the faces to remove from the shell operation. 1. Select the face(s) and specify a unique wall thickness for the face. Creating Shell Features . • Inside: The thickness is applied to the inside of the existing faces. it will result in a cavity in the part with no open faces.

click the [>>] button to expand the dialog box and select the Click to Add area and select the face(s) to assign a unique wall thickness. The shell feature is created. specify a thickness for the selected face(s). To assign unique wall thicknesses.3. All Rights Reserved 253 . Under Unique Face Thickness. Click OK to create the shell feature. Copyright © 2004 Autodesk. Inc.

Complete Part Containing Shell Features 254 Chapter 5: Introduction to Placed Features . The completed exercise is shown in the following image.Exercise: Shell Features In this exercise. click Chapter 5: Introduction to Placed Features From the table of contents for Chapter 5: Introduction to Placed Features. you will create a shell feature for the part. From the Main table of contents page. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. applying a common wall thickness to all faces. You will then edit the shell feature to include unique wall thicknesses on different features. click Exercise: Shell Features 2.

the patterned features update to reflect those changes. When you pattern a feature. There are two types of patterns: Rectangular and Circular. Each type offers different options for creating the pattern. In this lesson you learn how to create and edit Rectangular and Circular Pattern features.Pattern Features Overview Overview Overview Pattern features are used to parametrically duplicate selected features. Completed Face Plate with Patterned Features Objectives After completing this lesson. you are creating parametric copies of that feature. you will be able to • • Create and edit rectangular patterns Create and edit circular patterns Copyright © 2004 Autodesk. All Rights Reserved 255 . If the original feature changes. Inc.

The Rectangular Pattern Tool You use the Rectangular Pattern tool to duplicate one or more features in a rectangular pattern. they are associative to the original feature. Panel Bar Keyboard Shortcut SHIFT+R 256 Chapter 5: Introduction to Placed Features . with options to control feature spacing. Procedure When you create these patterns. There are several options to control how the feature(s) will be patterned. so any changes in the original feature are reflected in the pattern occurrences. You can pattern a feature along one or two directions and/or paths. Example of Rectangular Patterns Access Methods Use the following methods to access the Rectangular Pattern tool.

Distance: Distance value represents the total pattern distance.Expanded The Rectangular Pattern dialog box includes the following options and specifications: Features: Select the feature(s) to be patterned. Start: Sets the start point for the first occurrence. This can be the edge of a part or a 2D sketch representing the path for the pattern. Use the Flip Direction button to flip the path direction. This number includes the original feature. This value represents either total distance of the pattern or spacing between each feature. Direction 2: This column is optional and contains the same options as Direction 1. Pattern can start at any selected point.Rectangular Pattern Dialog Box . Enter a value for the pattern distance. Direction 1: Path: Select the path for Direction 1. Inc. Curve Length: Disables the Distance field and divides the curve length by the number of occurrences. All Rights Reserved 257 . Copyright © 2004 Autodesk. Enter the number of occurrences for the pattern. Select one of the following options from the drop-down list: Spacing: Distance value represents the spacing between each occurrence.

Right-click on an occurrence and click Suppress on the shortcut menu to suppress the selected occurrence. Orientation Method: These options control the orientation of the patterned features. each occurrence uses an identical termination method regardless of where they intersect other features.Termination Method: Identical: This is the default method which provides the best performance for large patterns. 258 Chapter 5: Introduction to Placed Features . Identical: Occurrence orientation is identical to the first feature. Located under the pattern feature. Browser Appearance of Rectangular/Circular Patterns When you create patterns. the way they appear in the browser is unique compared to other features. This option is not available on the first occurrence. Adjust to Direction 1 or Direction 2: Occurrences will be rotated as the path changes directions. Finally you will see an Occurrence item for each occurrence in the pattern. you will find any sketches used as a path. along with a folder containing the features used in the pattern. Using this method. This method requires more processing and can increase computational time on large patterns. The first Occurrence represents the initial feature used in the pattern followed by the number of occurrences created. If you expand a rectangular or circular pattern. Adjust to Model: This method enables each occurrence termination to be calculated. you immediately see the difference.

click the Rectangular Pattern tool and select the feature(s) to be patterned. 4. Copyright © 2004 Autodesk. Create a part with a feature(s) to be patterned. distance. Inc. Click the Path button under Direction 1 and select a path. and spacing options as required and click OK. All Rights Reserved 259 . On the Panel Bar. To create a pattern along a path. 3. part edge. 1. 2.Process Overview The following steps can be used to create a rectangular pattern. On the Panel Bar. Optionally include information for Direction 2 and click OK. Enter the number of occurrences and distance values and adjust the Spacing method accordingly. Optionally provide information for Direction 2. or origin axis for the pattern. Adjust the number of occurrence. create a 2D sketch containing the path for the pattern. click the Rectangular Pattern tool and select the feature to be patterned.Creating Rectangular Patterns . Click the Path button under Direction 1 and select the path for the pattern.

Next you set the pattern properties such as number of occurrences and angle. Example of a Circular Pattern Access Methods Use the following methods to access the Circular Pattern tool. Panel Bar Keyboard Shortcut SHIFT+O 260 Chapter 5: Introduction to Placed Features . Procedure When you start the Circular Pattern tool. you must first select a feature to pattern. so any changes in the original feature are reflected in the pattern occurrences.The Circular Pattern Tool You use the Circular Pattern tool to duplicate one or more features in a circular pattern. There are also options for controlling the creation method and positioning method. When you create these patterns. You then select a rotation axis which serves as the center of the pattern. they are associative to the original feature.

: Flips the rotational direction of the pattern. or part edges. Using this method. Inc. Placement: : Specify the number of occurrences for the pattern. Positioning Method: Incremental: Sets the angle value to represent the angle between occurrences. Valid selections include circular faces. work axes. All Rights Reserved 261 . each occurrence uses an identical termination method regardless of where they intersect other features. Fitted: Sets the angle value to represent the total rotational angle of the pattern. : Specify the angle for the pattern. This method requires more processing and can increase computational time on large patterns.Circular Pattern Dialog Box . The result of this angle is based on the Positioning Method chosen. Copyright © 2004 Autodesk.Expanded The Circular Pattern dialog box includes the following options and specifications: Features: Select the feature(s) to be patterned. Rotation Axis: Select the rotation axis for the pattern. This number includes the original feature. Creation Method: Identical: This the default method which provides the best performance for large patterns. Adjust to Model: This method enables each occurrence termination to be calculated.

you will find any sketches used as a path. you immediately see the difference. This option is not available on the first occurrence. Finally you will see an Occurrence item for each occurrence in the pattern.Browser Appearance of Rectangular/Circular Patterns When you create patterns. Located under the pattern feature. along with a folder containing the features used in the pattern. The first Occurrence represents the initial feature used in the pattern followed by the number of occurrences created. the way they appear in the browser is unique compared to other features. Right-click on an occurrence and click Suppress on the shortcut menu to suppress the selected occurrence. 262 Chapter 5: Introduction to Placed Features . If you expand a rectangular or circular pattern.

Create a part containing the feature(s) to be patterned.Process Overview The following steps represent an overview for creating circular patterns. On the Panel Bar. Then click the Rotation Axis icon and select the feature representing the rotation axis for the pattern. click the Circular Pattern tool and select the feature(s) to be patterned. 2. Inc. All Rights Reserved 263 . 3. Click OK to create the pattern. Copyright © 2004 Autodesk. Optionally click the [>>] button to expand the dialog box and adjust the options as required.Creating Circular Patterns . 1.

click Chapter 5: Introduction to Placed Features From the table of contents for Chapter 5: Introduction to Placed Features. You then edit the patterned features to suppress occurrences within each. click Exercise: Pattern Features 2.Exercise: Pattern Features In this exercise. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Completed Face Plate with Patterned Features 264 Chapter 5: Introduction to Placed Features . The completed exercise is shown in the following image. you open a face plate component and create both rectangular and patterned features. From the Main table of contents page.

Inc. you might apply the draft angle to all faces. you will be able to • Use the Face Draft tool to create and edit face drafts Copyright © 2004 Autodesk. you need to apply draft angles to the faces to allow for the part to be pulled from the mold. Depending on the design and manufacturing intent. Indexer Component with Face Drafts Objectives After completing this lesson. All Rights Reserved 265 .Face Drafts Overview Overview Overview When you create designs for casting or molds. In this lesson you learn how to apply draft angles to faces using the Face Draft tool. This draft angle is referred to as a face draft. or to single selected faces.

draft angles are generally very small. For visual clarity. Procedure When you create the face draft feature. After you define the Pull Direction. which can be based on a face. you can also choose between a Fixed Edge face draft or Fixed Plane face draft. edge. The result of the draft angle depends on the orientation of the face in relation to the Pull Direction. you select the faces to apply the draft angle.The Face Draft Tool You use the Face Draft tool to apply draft angles to selected faces on the part. or origin plane or axis. the draft angles in this lesson may be exaggerated. When you create a face draft feature. Before and After Face Draft Feature Face Draft Angles In reality. you must specify the Pull Direction. Note Access Methods Use the following methods to access the Face Draft tool. A draft angle applied to faces on the part allows the part to be pulled away from the mold. In this lesson you learn how to create face drafts using each of these methods. Panel Bar Keyboard Shortcut SHIFT+D 266 Chapter 5: Introduction to Placed Features .

Fixed Plane Method: This method creates a face draft calculated from the location of the selected plane. Note: If you select an incorrect edge. use the CTRL or SHIFT key and reselect the edge to remove it from the selection set. plane. After you make the selection. be certain to select the edge you want to remain fixed. or axis to define the direction the part is pulled away from the mold. Depending on the position of the selected plane this method causes material to be added on one side of the plane and subtracted from the opposite side of the plane. you can use the Flip Direction button to flip the Pull Direction. edge. Draft Angle: Specify an angle value for the face draft. The Pull Direction is normal to the selected plane. Copyright © 2004 Autodesk. Faces: Select the faces to apply the face draft feature. Pull Direction: Select a face.The Face Draft dialog box includes the following options and specifications: Fixed Edge Method: This method creates a face draft on the selected face(s) and the selected edge remains fixed in place. All Rights Reserved 267 . Inc. If using the Fixed Edge method.

If you are using the Fixed Edge method. edge. 2. select the face at a point closest to the fixed edge. click the Face Draft tool. Select the faces to apply the face draft. enter an angle value. Create a new part containing the features requiring face drafts. The face drafts are applied to the selected faces. In the Draft Angle box. 1. In the Face Draft dialog box. On the Panel Bar. or axis to define the Pull Direction. 3. 268 Chapter 5: Introduction to Placed Features . plane.Creating Face Drafts .Process Overview The following steps represent an overview for creating face drafts. select the Fixed Edge or Fixed Plane method and then select a face. Click OK to create the face draft.

From the Main table of contents page. click Exercise: Face Drafts 2. You will experiment with both the Fixed Edge method and Fixed Plane method for creating the face draft. Inc.Exercise: Face Drafts In this exercise. Indexer Component with Face Drafts Copyright © 2004 Autodesk. click Chapter 5: Introduction to Placed Features From the table of contents for Chapter 5: Introduction to Placed Features. you create and edit face drafts on the part. The completed exercise is shown in the following image. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. All Rights Reserved 269 .

Assigning a New Color Style Objectives After completing this lesson. In this lesson you learn how to create and assign color styles to parts. a default color style is assigned. You can assign different colors to parts and even create new custom color styles. you will be able to • Change and assign color styles to parts 270 Chapter 5: Introduction to Placed Features .Creating and Using Color Styles Overview Overview Overview As you create new parts using Autodesk Inventor.

Inc. which is located on the Format pull-down menu. Copyright © 2004 Autodesk. When selecting a material from the list. they are assigned the Default color style. and Ambient. Specular. If you create a new color style. the color style name will appear here. Procedure Color styles are stored within each part or assembly file.Creating and Using Color Styles When you create new parts. Pull-Down Menu To Assign Colors . All Rights Reserved 271 . is four color properties. Save: Click to save the changes to the selected color style.Standard Toolbar Format > Colors Color Dialog Box Style Name: Enter a color style name. Color Tab: Located on this tab. Emissive. You can copy these custom color styles to templates or other part files by using the Organizer tool. Select the color swatch next to each properties and select a color from the Custom Color dialog box. Use the following methods to create and apply color styles. Diffuse. Other color styles are available and can be accessed from the Style drop-down list on the Standard toolbar. Appearance: Use the sliders to adjust the Shiny and Opaque color properties. The list will update to reflect the closest match. it is available only in the part or assembly in which it was created.

Remove: Click to remove the selected texture from the color style. Project Library: Select this option to display textures stored within the current project. Rotation: Adjust the slider to rotate the texture map. Apply: Click to apply the changes to the color style. and leave the dialog box open. Texture Chooser Dialog Box Select a texture by dragging the slider in the preview window.Texture Tab Choose: Click to display the Texture Chooser dialog box. 272 Chapter 5: Introduction to Placed Features . Texture Library: • • Application Library: Select this option to display textures from the Application library. Close: Click to close the dialog box. Colors Dialog Box . New: Click to create a new color style. %Scale: Adjust the slider to scale the texture map.Delete: Click to delete the selected color style.

click Exercise: Creating and Using Color Styles 2. The completed exercise is shown in the following image. you will create a new color style and apply it to your part. From the Main table of contents page. click Chapter 5: Introduction to Placed Features From the table of contents for Chapter 5: Introduction to Placed Features.Exercise: Creating and Using Color Styles In this exercise. All Rights Reserved 273 . Inc. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Assigning a New Color Style Copyright © 2004 Autodesk.

Plastic Handle 274 Chapter 5: Introduction to Placed Features .Challenge Exercise: Introduction to Placed Features Challenge Exercise: Introduction to Placed Features Print Exercise Reference In this exercise you will utilize the procedures and concepts learned in this lesson to create a plastic handle. click Challenge Exercise: Introduction to Placed Features 2. click Chapter 5: Introduction to Placed Features From the table of contents for Chapter 5: Introduction to Placed Features. The handle is a two piece design for which you are creating one half of the handle. To navigate to the exercise in the Electronic Student Workbook: 1. From the Main table of contents page. The completed exercise is shown in the following image.

How to add thread features to a model. How to adjust options in the Colors dialog box to effect the appearance properties of a new color style. How to use the options on each tab of the Fillet dialog box to control how a fillet feature is created. How to use the Face Draft tool to apply draft angles to selected faces on a part model. All Rights Reserved 275 . Why face drafts are typically used and how these manufacturing methods correlate to options in the dialog box such as Pull-Direction. The options available for each type of pattern and the effect of these options on the pattern features. How to remove material from your part by using the Shell tool. Inc. How to create a custom color style that includes a texture map. Copyright © 2004 Autodesk.Chapter Summary Summary You learned the following in this chapter: Summary • • • • • • • • • • • • • • • • How to create and edit fillet features on a part file. How to create and edit Hole and Thread features on a part model. How to create and use custom color styles on a part model. How to edit a pattern and suppress feature occurrences in the pattern if required. How to use the options in the Shell dialog box and how they effect the shell feature. The different options available in the Holes dialog box and how to use these options to create different types of holes. How to create and edit rectangular and circular patterns on a part model. Three methods available for creating chamfers and how to use each method.

276 Chapter 5: Introduction to Placed Features .

Locating components in and out of the assembly by using different versions of the Find tool. In this chapter After completing this chapter. Analyzing components of an assembly. you will be able to. Dragging components into the assembly and replacing components in the assembly. The Place Component tool.. • Apply Bottom Up. The Assembly Browser. Degrees of freedom Simulating motion in an assembly Placing assembly constraints.. Creating components in the context of the assembly. Adaptivity and how it can be used in the assembly. Top Down.. resequence and reorder the assembly and use browser filters Create Design Views to save assembly views with specific display related characteristics Place components in an assembly using the Place Component tool Drag components into an assembly Replace existing components in an assembly Create new components in the context of the assembly Place assembly constraints Create basic adaptive features for parts used in an assembly • • • • • • • • • • • • • • • • • • • • . Controlling the appearance of parts and features in the browser and using Design Views to save assembly views. Assembly based work features Using geometry projected from other parts in the assembly to help create new parts. and Middle Out assembly techniques Use the browser to control different aspects of the assembly environment Activate components inplace within the assembly.Assembly Modeling Fundamentals Overview Overview Chapter Introduction In this chapter you learn about.. • • • The assembly modeling environment and interface used to create assembly models.

you will learn the concept of assembly modeling and the tools you use to create an assembly. and manage the relationships between the parts in the assembly.Introduction to Assembly Modeling Overview Using Assembly modeling you bring individual components into a common environment and use various tools to assemble them. you will be able to • • • Understand the concept of assembly modeling and the procedures you use to create an assembly model Navigate the assembly environment and identify the assembly coordinate system Use the Assembly Panel Bar 278 Chapter 6: Assembly Modeling Fundamentals . place existing parts and/or assemblies. You create new geometry. In this lesson. Completed Assembly Objectives After completing this lesson.

Typical Assembly Model Copyright © 2004 Autodesk. to advanced relationships such as adaptivity.Assembly Modeling Concepts You create an assembly by combining multiple components and/or assemblies into a single environment. All Rights Reserved 279 . which enables a component to change size based upon its relationship to other components in the assembly. Concept These relationships can range from simple constraint based relationships that determine a components position in the assembly. Inc. Parametric relationships are created between each component that determine component behavior in the assembly.

You create a blank assembly. you are applying the required assembly constraints. The initial part is created. then while working in the context of the assembly.Assembly Modeling Methods Before you create assembly models you must understand the three basic methods you use to create them and how to choose the correct assembly modeling approach. additional parts are created. The image below represents a Top-Down approach to assembly modeling. then design each component while still in the assembly environment. and are making changes to parts based upon their relationships to other components in the assembly. As you design each component. • Top Down Assembly Modeling: All assembly components are designed in the context of the assembly. 280 Chapter 6: Assembly Modeling Fundamentals . You create and edit all geometry while working in the overall assembly.

they are made outside of the assembly and will automatically be reflected in the assembly model. Copyright © 2004 Autodesk. Each part is designed separate from the assembly and other components. Inc. they are placed into the assembly.• Bottom Up Assembly Modeling: Individual components for an assembly are designed outside of the assembly where they will be placed. All Rights Reserved 281 . The image below represents a typical Bottom-Up approach to assembly modeling. If changes to the parts are required. After you create the parts they are placed into the assembly and constrained to other parts. After the components are designed. Each part file is designed separate from the assembly and other parts.

For example. So even if you design all of the non-standard components using a Top-Down approach. a typical assembly would generally consist of components that are designed specifically for the assembly. As you become more proficient with the application. while others are being designed in the context of the assembly. bolts. you will be able to choose the best approach for a given task. Some components are being placed in the assembly. You can begin the assembly using one method and change to a different one. or other standard hardware. The image below represents a Middle Out approach to assembly modeling.• Middle Out Assembly Modeling: This flexible approach closely represents the actual real-world design process. You can use all of the methods above and switch between them at anytime. and understand the benefits to each modeling approach. as soon as you insert the standard off-the-shelf components. 282 Chapter 6: Assembly Modeling Fundamentals . and other standard off-the-shelf components such as nuts. you have essentially switched to Middle Out approach because you have included parts in the assembly that were created outside of the assembly.

Assembly Constraints You use Assembly constraints to create parametric relationships between parts in the assembly. One of the selected faces must be circular. edges. Copyright © 2004 Autodesk. All Rights Reserved 283 . This constraint effectively combines a mate axis/axis and a mate face/face constraint. Generally applied to bolts. Applied by selecting a circular edge on each part. Generally applied to circular faces and planar faces. There are four basic assembly constraints. or axis. Angle Constraint: Used to specify an angle between two parts. you use 3D constraints in an assembly to position parts in relation to other parts. or pins. or any part that needs to be inserted into a hole on another part. Insert Constraint: Used to insert one component into another. Each of these constraint types will be described in greater detail later in this chapter. Mate/Flush Constraint: Used to align part features such as faces. Applied to faces. Tangent Constraint: Used to define a tangential relationship between two parts. Just as you use 2D constraints to control 2D geometry. or axes. Inc. each with unique solutions and options. edges.

Components within the subassembly are constrained to each other. You must edit constraints within the assembly where they were created. the subassembly behaves as a single part. The features however are not stored within the parts that are affected but are local to the current assembly and only effect the parts in the context of the current assembly. Each motor type requires a different hole pattern and other cutouts for routing the wiring harness. extrusions. You can use these features in situations where assemblies share common parts but with features that are unique to the assembly. For example. The use of assembly features would enable you to create these motor-specific features at the assembly level.Subassemblies You use Subassemblies to organize large assemblies into smaller groups. while the subassembly is constrained to the overall assembly as a single component. Assembly Sketching You use Assembly sketching to create assembly based features such as holes. A subassembly is essentially an assembly placed into another assembly. unaffected by the feature. In the context of the overall assembly. thus leaving the parts that are common to all assemblies. Assembly based sketches serve as the basis for assembly features. you create an assembly which was designed to accommodate several different electric motors. and chamfers on parts in the assembly. To do so you activate the subassembly by double-clicking on the subassembly in the browser. 284 Chapter 6: Assembly Modeling Fundamentals .

Assembly Coordinate Elements: Identical to the part environment. 3D Indicator: Displays the current view orientation relative to the assembly coordinate system. Expand the Origin folder to expose the origin planes. Assembly Coordinate System Each assembly file contains an independent coordinate system. Default coordinate system elements are aligned with the 0. and center point. the browser functions are identical to the part modeling environment.0 point in the assembly and can be used as you build the assembly. and not created from scratch in the context of the assembly. Copyright © 2004 Autodesk. Assembly Components: Each component in the assembly is listed. the origin point of the part file will be matched to the origin point of the assembly file. Principle Assembly Modeling Environment Assembly Panel Bar: Contains tools specific to assembly modeling. When a part is activated for editing. Assembly Browser: Lists all parts and their constraints. All Rights Reserved 285 . Note: This only applies if the first part in the assembly is placed into.0. Inc. axes. Expand the components to expose the assembly constraints that have been applied.Assembly Environment The assembly environment in Autodesk Inventor software is virtually the same as the part modeling environment with the exception of tools that are unique to assembly modeling. When you place the first part into the assembly. each assembly also contains an independent coordinate system.

Assembly Panel Bar After you become familiar with the assembly tool icons. Procedure Note the keyboard shortcuts next to each icon.Assembly Panel Bar Similar to the Part Modeling Panel Bar. By setting the Panel Bar to expert mode. Enter these key sequences to start the related tool. 286 Chapter 6: Assembly Modeling Fundamentals . As you create your assembly model. select the Assembly Panel drop-down. Part. the Assembly Panel Bar contains the tools specific to assembly modeling. At the top of the panel bar. you can switch the panel bar to expert mode. and Sketch modes depending on the context you are using. then select Expert. the Panel Bar will automatically switch between Assembly. you will make more room available for the Assembly/Part browser.

The completed exercise is shown in the following image. Some techniques performed during this lesson will be covered in greater detail later in this chapter. click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals. Completed Assembly Copyright © 2004 Autodesk. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. From the Main table of contents page. click Exercise: Introduction to Assembly Modeling 2. Inc. you will create a basic assembly model using some of the concepts mentioned in this lesson.Exercise: Introduction to Assembly Modeling In this exercise. All Rights Reserved 287 .

Assembly Browser Overview Overview Overview The Assembly Browser offers several options for working in the assembly environment and is your primary tool for interacting with the assembly components and features. you will be able to • • • • • • • Activate and edit parts in the context of the assembly Control the visibility of parts in an assembly Resequence and Restructure an assembly Create browser filters and utilize them in an assembly Enable and disable components in an assembly Identify grounded components in an assembly and how they effect other assembly components Create and use Design Views 288 Chapter 6: Assembly Modeling Fundamentals . 5-Axis Robot Assembly Objectives After completing this lesson. In this lesson you will learn about the various options available through the Assembly Browser.

Shortcut Menu Copyright © 2004 Autodesk. double-click on the part. This option will open the part in a separate window. Inc. Procedure • • • In the Browser or graphics window. There are a few options available for activating a part in-place. In the Browser or graphics window. right-click on the part and on the shortcut menu click Edit. In the Browser or graphics window. All Rights Reserved 289 . In order to edit a part in the context of the assembly. Any changes to the part are automatically reflected in the assembly. In-Place Activation . right-click on the part and on the shortcut menu click Open. you must activate the part.In-Place Activation In-Place Activation means you activate a part in the context of the assembly.

Active Part and Active Part in the Context of the Assembly 290 Chapter 6: Assembly Modeling Fundamentals . the part is automatically expanded to expose the part features. • • • • In the Browser. the background behind all other parts is greyed. In the graphics window. Assembly Browser . the assembly environment changes. The Panel Bar switches to display the modeling tools.Result of In-Place Activation When a part is activated in the context of the assembly. the non-active parts are dimmed. In the Browser.

Check mark indicates the part is currently visible. Inc. All Rights Reserved 291 . Procedure Browser Appearance In the Assembly browser. While you work in the context of the assembly.Visibility Control It is possible to control the visibility of all elements in the assembly. parts with the visibility property turned off appear grey. in the Assembly Browser or graphics window. right-click on an element in the assembly and select Visibility on the shortcut menu. Browser Part Visibility Copyright © 2004 Autodesk.

Assembly Resequence It is possible to resequence the order of parts in the assembly. select one or more parts then right-click on a part and select Demote Keyboard Shortcut Select one or more parts and press TAB 292 Chapter 6: Assembly Modeling Fundamentals . click and drag on the part and release the mouse at its new position. Shortcut Menu In the browser or graphics window. Assembly Resequencing Assembly Restructure As you create your assembly. at some point you may need to organize the assembly by placing components into subassemblies. Resequencing the assembly enables you to place the parts in a more logical order. By restructuring the assembly you are creating subassemblies and placing existing parts into the subassembly. Procedure Access Methods The following methods are available for restructuring your assembly. Procedure To resequence the assembly. Parts are displayed in the browser in the order in which they are placed or created. in the browser.

select all the parts in the browser or graphics window and then select the Demote tool. Copyright © 2004 Autodesk. at the same time. To restructure all parts in one step. Inc. Constraints applied to parts residing in different assemblies and subassemblies will not be maintained. If you restructure the parts separately you will loose the assembly constraints and will need to recreate them. Assembly Restructure Constraint Warning Assembly Restructure Constraint Warning Dialog Box When restructuring parts into subassemblies. you should restructure all parts to be included in the subassembly.When you restructure an assembly using the Demote tool. All Rights Reserved 293 . the Create In-Place Component dialog box appears. This will place all selected parts into the new subassembly and maintain the constraints. there is a potential that you will loose some assembly constraints during the restructuring process. Template: Select a template to use for the new subassembly. New File Location: Enter or browse the location for the new subassembly. Constraints applied to parts residing in the same assembly will be maintained if they are restructured into a new subassembly at the same time. Create In-Place Dialog Box New File Name: Enter a file name for the subassembly. When possible.

Drag and Drop Restructuring 294 Chapter 6: Assembly Modeling Fundamentals . you may loose assembly constraints using this method. It is also possible to drag and drop parts from the subassembly to the top level assembly.Drag and Drop Restructuring If a subassembly already exists. Depending on the constraint conditions. it is possible to restructure the assembly by dragging parts from the top level assembly to the subassembly.

Inc. At the top of the Assembly Browser. Hides parts contained within a subassembly when the top-level assembly is active. Hide Notes: Hides all notes attached to features. All Rights Reserved 295 . Hide Documents: Hides inserted documents. As your assembly grows in complexity. Hide Warnings: Hides warning symbols attached to constraints in the browser. the browser filters can assist you by streamlining its information. Procedure Hide Work Features: Hides all work features including the Origin folders.Browser Filters You can filter the display of information in the browser by using the browser filters. Show Children Only: Displays only first level children. click the Filter button and the filter menu is displayed. Copyright © 2004 Autodesk.

note the appearance of the assembly constraints while in the Position View and the part features while in Modeling View. note also the Constraints folder at the top. 296 Chapter 6: Assembly Modeling Fundamentals . Expand this folder to expose the assembly constraints. Procedure Assembly Browser Display Modes When you examine the images above.Browser Display Mode When you work in an assembly the Assembly browser display mode defaults to Position View. It displays the parts and assembly constraints. While in the Modeling View. This mode enables you to identify part features and activate them for editing without having to activate the part. The Modeling View will display the parts and their features. You can change the display mode to Modeling View by selecting the Position Mode drop-down menu at the top of the browser.

Enabled Components By default. when you place components into an assembly. the data structure of enabled components is available while components that are not enabled. When a component is enabled you have access to the component for editing and applying constraints. A check mark indicates the part is currently enabled. it appears dimmed in the graphics window and its icon color in the browser changes to green. When a component is not enabled. right-click on the part and on the shortcut menu. Assembly with Component Not Enabled In the browser or graphics window. click Enabled. only the graphics information is loaded. All Rights Reserved 297 . For large assemblies this is beneficial to increasing overall system performance. they are enabled. Copyright © 2004 Autodesk. Inc. Concept When you open an assembly.

Concept Although the first part is grounded. there is no limit to the number of grounded parts that you can have in an assembly. Grounded components appear in the browser with the Push Pin icon. the non-grounded component will move to validate the constraint while the grounded component remains fixed in its position. You can also remove the grounded property from the first part in the assembly. right-click on the part and on the shortcut menu. the first part in each assembly is grounded. Grounded Components in Browser 298 Chapter 6: Assembly Modeling Fundamentals . When you ground parts you can use them to mimic real-world situation where some parts are fixed in position. All degrees of freedom are removed from the component and it cannot be moved.Grounded Components By default. When you apply constraints to a grounded component. In the browser or graphics window. click Grounded. while others will move relative to the parts to which they have been constrained.

UserName. Browser Menu Area Pull Down Menu View > Design Views Each Design View file can contain multiple design views. Procedure Several different properties are stored within the design view. you may need to turn the visibility off of several components to work on parts internally.Design Views When you create a new assembly file. • • • • • • Component visibility (visible or not visible) Sketch and work feature visibility Component enabled status Color and style properties applied in the assembly Zoom and viewing angle Browser display mode (Position or Modeling) Access Methods The following methods are available for accessing Design Views. Design Views are used to store assembly display configurations that you can recall the next time you work on the assembly. you can recall that configuration by activating the design view. You can also use Design views as the basis for Drawing and Presentation views. a separate Design View file is automatically created.all visible: Built-in design view that when activated will turn the visibility of all components on. as you work on an assembly. • • • system. All Rights Reserved 299 . If you save the display configuration as a new design view. Design Views are stored in the same directory as the assembly and by default have the same name as the assembly with an *.nothing visible: Built-in design view that when activated will turn the visibility of all components off.default: This design view is automatically created and is based Copyright © 2004 Autodesk.idv extension The following properties are stored within design view. By default there will be three design views created. system. Inc. For example.

Delete: Click to delete the selected design view. Design Views Dialog Box Storage Location: Represents the current storage location for the design view file. Save: Click to save the current display configuration as a design view. 300 Chapter 6: Assembly Modeling Fundamentals . Enter a new design view name. Browse: Click to browse for a design view file. Design View: Lists the name of the currently selected design view.upon your system user name. Apply: Click to activate the selected design view. New: Click to create a new design view file.

you will open an assembly file and use the Assembly Browser to perform several tasks.Exercise: Assembly Browser In this exercise. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. All Rights Reserved 301 . click Exercise: Assembly Browser 2. From the Main table of contents page. click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals. Inc. 5-Axis Robot Assembly Copyright © 2004 Autodesk. The completed exercise is shown in the following image.

you will be able to • • • • Use the Place Component tool to place parts into an assembly Utilize sources other than Autodesk Inventor software to place components Drag components into an assembly Replace components in an assembly 302 Chapter 6: Assembly Modeling Fundamentals . Completed Robot Assembly Objectives After completing this lesson. In this lesson you will learn about several different ways you can place components into an assembly.Placing Components in an Assembly Overview Overview Overview As you create assemblies you place component geometry that represents the assembly's individual parts.

Panel Bar Shortcut Menu Keyboard Shortcut P Open Dialog Box Select the file to place into the assembly and click Open. right-click in the graphics window and click Done on the shortcut menu. All Rights Reserved 303 . Procedure The first component you place into the assembly will be automatically placed at the assembly's origin point (0. however the end result is the selected file will be placed into the assembly file instead of opened for editing. After you place the part into the assembly. To place files other than Autodesk Inventor software files. You can place additional occurrences of the part by clicking different locations in the graphics window. Access Methods Use the following methods to access the Place Component tool. The same options for opening files are available. Inc. select the file type in the Files of type drop-down list.The Place Component Tool You use the Place Component tool to place components into the assembly. Select this tool and the Open dialog box will be displayed.0) and will be grounded.0. Copyright © 2004 Autodesk.

The first component in the assembly is positioned automatically and is grounded.Process Overview The following steps are an overview for using the Place Component tool to place components into the assembly. 2. 3. 304 Chapter 6: Assembly Modeling Fundamentals . On the Panel Bar. 1. select the file you want to place into the assembly. Optionally place additional components by clicking other locations in the graphics window. On the Panel Bar.Placing Components . Open or create a new assembly file. click the Place Component tool. click the Place Component tool and continue to place components into the assembly. and click Open. or press ESC to cancel. In the Open dialog box. 5. 4.

All Rights Reserved 305 . *.stp. *. *.asm) Different capabilities are available with each of these formats.Sources of Placed Components As you use Autodesk Inventor software to build assemblies you can use geometry from other applications as parts in your assembly.igs.iges) STEP files (*. but others such as Autodesk Mechanical Desktop will be linked to the assembly.prt. The following list represents the supported formats that you can place into an assembly.iam) Autodesk Mechanical Desktop (*.ste. Concept • • • • • • • Autodesk Inventor parts and assemblies.step) Pro Engineer (*. Inc. select the Files of type drop-down list to display the supported file types.ipt. Supported File Types In the Open dialog box. Supported Formats Copyright © 2004 Autodesk. Any changes in the Autodesk Mechanical Desktop file.sat) (ACIS/ShapeManager) IGES files (*.ige. Some formats will be converted to Autodesk Inventor files when placed into an assembly. would be reflected in the assembly.dwg) SAT files (*. *. *. (*.dwg) AutoCAD (*. *.

306 Chapter 6: Assembly Modeling Fundamentals . Changes to the part would be reflected in the assembly.Mechanical Desktop Parts in an Autodesk Inventor Assembly The image above represents an Autodesk Mechanical Desktop part used in an Autodesk Inventor assembly. Right-click on the part and then select Open to open the part in Autodesk Mechanical Desktop.

Dragging Components into an Assembly You can drag components into an assembly from other open part files or from Windows Explorer. All Rights Reserved 307 . a component is being dragged into the assembly from a Windows Explorer window. This results in the component being placed into the assembly just as if you had used the Place Component tool. Dragging Components from Windows Explorer Copyright © 2004 Autodesk. Procedure In the image below. robo_hand.ipt is being dragged into the nonactive but open assembly. Inc. the active part file. Dragging an Open Part File into an Assembly In the image below.

When you drag components from a Windows Explorer window. The message means that the current location is not referenced in the Project file. As a result Autodesk Inventor may not be able to locate the file the next time the assembly is opened. If not. If you place the component in the assembly. Click OK to place the component in the assembly. you must edit the Project paths before re-opening the assembly to include component location or move the component to a location identified within the current project. 308 Chapter 6: Assembly Modeling Fundamentals . the following message will appear. make certain the location of the component is referenced in the current Project file.

Autodesk Inventor software will attempt to retain the constraints. but the result depends largely on the differences in geometry between the existing component and the replacement component. For example when you start the assembly. or click Cancel to cancel the operation. the new version is placed in the same location as the existing version. Access Methods The following methods are available for access the Replace component tool. When the component is replaced. Copyright © 2004 Autodesk. Procedure When you replace components in an assembly.Replaces only the selected component. you may not have access to all the required parts. All Rights Reserved 309 . There are two versions of the Replace component tool: . Inc. The origin of the new component is coincident with the origin of the component being replaced. you can use the Replace tool to replace the proxy part with the final version. After you receive the required geometry. Click OK to continue and replace the selected component. Panel Bar Keyboard Shortcut CTRL+H > Replace SHIFT+H > Replace All Possible Constraint Loss Dialog Box When you replace components in an assembly the Possible Constraint Loss dialog box will appear. you may need to replace components.Replacing Components As you build assemblies. . In the meantime you place a proxy part in place of the final part.Replaces all occurrences of the selected component. some assembly constraints will be lost and need to be recreated.

click OK to replace the component. select the component to be replaced.Process Overview The following steps represent an overview for replacing components. In the browser or graphics window. click the Replace component tool and in the Open dialog box. If the Possible Constraint Loss dialog box appears. On the Panel Bar. 2. double-click on the replacement component. 1. 310 Chapter 6: Assembly Modeling Fundamentals .Replacing Components .

click the Replace All tool. In the Open dialog box. 4.3. All Rights Reserved 311 . Copyright © 2004 Autodesk. Inc. select one of the occurrences and on the Panel Bar. To replace multiple occurrences of the same part. double-click on the replacement component. 6. All occurrences of the selected component are replaced. 5. Click OK in the Possible Constraint Loss dialog box.

you will use the Replace Component tool to replace components in the assembly. click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals. you use the techniques covered in this lesson to place components into a new assembly. click Exercise: Placing Components in an Assembly 2. The completed exercise is shown in the following image. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1.Exercise: Placing Components in an Assembly In this exercise. Completed Robot Assembly 312 Chapter 6: Assembly Modeling Fundamentals . After you place the components. From the Main table of contents page.

Inc.Creating Components in an Assembly Overview Overview Overview Creating components in an assembly enables you to design parts in the context of the assembly in which they will reside. All Rights Reserved 313 . you will be able to • • • • Create parts in the context of the assembly Use work features in assemblies Use 2D sketches in an assembly Use projected edges and features Copyright © 2004 Autodesk. This technique enables you to take advantage of other part features in the assembly to create new geometry and validate this new geometry based upon the design intent. Components Created In-Place Objectives After completing this lesson. In this lesson you will learn how to create components in the context of an assembly.

Creating Parts in Place Creating parts in the context of the assembly enables you to take advantage of other geometry in the assembly by referencing the features of other parts to assist in the creation of new parts. • • • • Ability to reference other parts in the assembly. Example of Creating a Part in Place Access Methods The following methods are available for accessing the Create Component tool. Procedure Benefits to Creating Parts in Place The following list represents some of the benefits of creating parts in the context of the assembly. Presents a better picture of the overall design intent. Ability to validate function within the assembly. Ability to create adaptive relationships between parts. this approach enables you to design new parts in the assembly environment in which they will reside. Commonly referred to as Top-Down assembly modeling. Panel Bar Keyboard Shortcut N 314 Chapter 6: Assembly Modeling Fundamentals .

Browse: Click to browse for a template file. click the Create Component tool and enter the required values in the Create In-Place Component dialog box. Constrain sketch plane to selected face or plane: Selecting this option will place a flush constraint between the new part and the selected face. assembly. New File Location: Enter the location for the new part or assembly file. Copyright © 2004 Autodesk.Process Overview The following steps represent an overview for creating parts and subassemblies in place. • • Part: Select to create a new part file. Open an existing. 1. Click OK to create the new part. or create a new. Template: Select a template to use for the new part or assembly file. Creating Parts and Subassemblies in Place . 2. Assembly: Select to create subassembly. On the Panel Bar. File Type: Select the file type in the drop-down list. Inc. All Rights Reserved 315 .Create In-Place Component Dialog Box New FIle Name: Enter a name for the new file.

4. Select a face or plane to define the initial sketch plane on the new part. Use part modeling tools to create the 3D geometry. 6. To create a subassembly in-place: 316 Chapter 6: Assembly Modeling Fundamentals . Use the sketching tools available to create new sketch geometry or project geometry from other parts in the assembly.3. 5.

Inc. Select a face or plane to orient the new subassembly's origin. 9. The subassembly is automatically activated. Copyright © 2004 Autodesk. All Rights Reserved 317 .7. 8. Click OK to create the new subassembly. On the Panel Bar. You can now create new parts in the context of the subassembly or place components that have already been created. click the Create Component tool and enter the required values in the Create In-Place Component dialog box.

You can use them to orient sketch planes on new parts and they can serve as the basis for additional work features in new parts. Concept You will also find the Work Plane. remember that the assembly file contains it own coordinate system and origin work features. Work Axis. Assembly Work Feature Being Used 318 Chapter 6: Assembly Modeling Fundamentals .Using Work Features in Assemblies As you create components in the context of the assembly. and Work Point tools to create new assembly based work features.

1. As you do. Procedure Using this technique enables you to validate the part's intended function before spending the time required to develop the parts final form.Process Overview The following steps represent an overview for using 2D Sketches in an assembly. Copyright © 2004 Autodesk. Constraint Dragging 2D Parts in an Assembly Using 2D Sketches in the Assembly . All Rights Reserved 319 . Create a new part in the context of the assembly and use the sketching tools to create only the geometry required to validate function. You can create the fundamental sketch geometry you need to validate certain features and then exit the part and assign assembly constraints to the 2D parts in the same way you apply constraints to 3D features. it is not necessary to create 3D features in the initial design phases.Using 2D Sketches You can use 2D sketches in the assembly while you create new parts and validate design intent. Inc.

Exit the part and return to the assembly environment. 5. 320 Chapter 6: Assembly Modeling Fundamentals .2. If required. The 2D parts will react in the assembly the same way as a fully developed 3D part. Apply assembly constraints between the new 2D part and the existing parts. 3. 4. Validate the components by constraint dragging the 2D parts and/or editing dimensions and/or other constraints. create additional parts containing 2D geometry and constrain as required.

Projecting Edges and Features The follow methods are available for accessing the tools to project edges and features. Inc. Procedure When you project 2D geometry across parts in the assembly.Using Projected Edges and Features Using the same tools to project edges and features in a single part file. Geometry cannot be trimmed or dimensioned For more information on the use of projected geometry. you can create parts within the assembly with matching or uniform features. Geometry cannot be trimmed or dimensioned Static Reference Receiving part is not adaptive Degrees of freedom on receiving part are not effected. The following table represents some key differences between Associative Reference geometry and Static Reference geometry. All Rights Reserved 321 . Using this technique. Static reference geometry is not linked back to the originating part and will not change if the source features change. the resulting geometry will either be associative reference geometry or static reference geometry. some of which are beyond the scope of this course. Associative reference geometry maintains a link to the original part and changes if the feature from which it was projected changes. Each type offers unique benefits and drawbacks. Associative Reference Receiving part is adaptive Degrees of freedom on receiving part are reduced. refer to the Autodesk Inventor Help system. Panel Bar Copyright © 2004 Autodesk. The biggest difference between associative or static reference geometry is what happens to the projected geometry if the originating feature changes. You can also use this projected geometry to create features on the current part. you can project edges and features from other parts in the assembly.

the projected geometry is associative. Adaptivity will be introduced later in this chapter. Note the appearance in the browser and the adaptive icon associated with the adaptive sketch.To enable or disable the associative reference geometry. Although this adds a degree of flexibility in regards to the design process.Assembly Tab (Partial) Cross Part Geometry Projection: Selecting this option will create associative reference geometry. click the Assembly tab and adjust the option accordingly. feature and part. In the Options dialog box. If this option is chosen Autodesk Inventor will assign an Adaptive status to the current part and active sketch. In the image below. Clearing this option will create static reference geometry. it also adds a certain level of complexity to managing the geometry. on the Tools menu click Application Options. Options Dialog Box . Projected Associative Reference Geometry 322 Chapter 6: Assembly Modeling Fundamentals .

Inc. static reference geometry is magenta. while associative reference geometry is black. All Rights Reserved 323 . Note the appearance of the sketch in the browser. When projecting cross-part geometry. projected geometry is static. There is no adaptive icon or linked reference to the sketch.In the image below. Projected Static Reference Geometry Copyright © 2004 Autodesk.

click Exercise: Creating Components in an Assembly 2. click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals. You will create additional parts in place and project geometry from other parts in the assembly.Exercise: Creating Components in an Assembly In this exercise. you will open an assembly and create new components using the techniques learned in this lesson. You will use the 2D sketch geometry to validate assembly function before creating the 3D features. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. The completed exercise is shown in the following image. Components Created In-Place 324 Chapter 6: Assembly Modeling Fundamentals . From the Main table of contents page.

Inc. and how they are affected by constraints Perform an unconstrained drag Perform a constrained drag Drive assembly constraints Move and rotate components in an assembly Copyright © 2004 Autodesk. All Rights Reserved 325 . you will be able to • • • • • Identify the remaining degrees of freedom on a part. The method you choose will largely depend upon the constraint condition of the components and/or the task you need to accomplish.Moving Components Overview Overview Overview There are several methods available for moving components in an assembly. Robot Assembly Before Driving Constraints Objectives After completing this lesson. In this lesson you will learn how to move components in an assembly.

Degrees of Freedom Each component in an assembly will initially have six degrees of freedom (DOF). How to View a Components Degrees of Freedom There are two methods available for viewing the DOF symbol on components in the assembly. To view individual component's DOF symbol. • • To view the DOF symbols on all components in the assembly. is Translational freedom. They represent how you can move the component along or rotated about each of the X. you reduce the degrees of freedom for the components being constrained. and Z axes. Concept As you apply assembly constraints to components. it is considered to be fully constrained. click the Occurrence tab and select the Degrees of Freedom option. then you should leave the degrees of freedom to allow that movement. The degrees of freedom that enable a component to move along an axis. click Properties. if you have an assembly with components that are designed to move along a given axis. right-click on the component. You do not have to fully constrain any component in the assembly. In some cases you do not want to fully constrain a component. while the degrees of freedom that enable a part to rotate about an axis is Rotational freedom. Y. and on the shortcut menu. click Degrees of Freedom or enter SHIFT+E. For example. Degrees of Freedom Symbol The image above represents the DOF symbol that can be viewed on each part in the assembly. on the View menu. 326 Chapter 6: Assembly Modeling Fundamentals . When a part has no degrees of freedom remaining. In the Properties dialog box.

Flush constraint being applied. three remain. Two degrees of freedom removed. it has no degrees of freedom remaining. 2.Grounded Components Note When components are grounded in an assembly. 1. all degrees of freedom are removed. Inc. The Effect of Constraints on Degrees of Freedom The following steps represent the effect of assembly constraints on degrees of freedom. Flush constraint being applied. No remaining degrees of freedom. A grounded component has no degrees of freedom. 4. 3. Mate constraint being applied. Because the first part in each assembly is automatically grounded. one remains. The unconstrained component has all six degrees of freedom remaining. Part is fully constrained. All Rights Reserved 327 . Three degrees of freedom are removed. Copyright © 2004 Autodesk.

Other components constrained to the selected component will also move based upon their remaining degrees of freedom. Procedure Unconstrained Drag Constrained Drag To perform a constrained drag you click and drag on a component that is constrained in the assembly. It is sometimes necessary to move components in order to place assembly constraints. Procedure 328 Chapter 6: Assembly Modeling Fundamentals . You are able to drag the component in the directions allowed by the remaining degrees of freedom.Unconstrained Drag You can move unconstrained components by dragging them in the graphics window.

you may need to visualize the assembly in motion to see how the components interact with each other. Access Methods The following methods are available for accessing the Drive Constraints tool. When you drive a constraint.Constraint Drivers As you build assemblies and add constraints to the parts. End: Enter a maximum value for the current constraint. You animate the assembly by driving the constraints through the range specified. this value will represent a distance. Pause Delay: Enter a delay in seconds to be applied between steps. these values are assigned a Start and End value. For angular constraint. Procedure When you create assembly constraints. each constraint type contains a property representing an offset or angle value. Inc. Copyright © 2004 Autodesk. While you drive the constraint. Shortcut Menu Right-click on a constraint and select Drive Constraint Drive Constraint Dialog Box Start: Enter a minimum value for the current constraint. other assembly constraints are constantly evaluated and the assembly components are only allowed to move through the available degrees of freedom for each component. for all other constraints. Driving constraints makes this visualization possible. All Rights Reserved 329 . this value will be an angle format.

will allow adaptive parts to update if necessary based upon changes in the assembly. Increment: Select the method for calculating the increment of simulation. Collision Detection: When selected. Start/End/Start: Runs the sequence from its Start position to its End position and back to its Start position. Click to record the sequence to a standard AVI format. Drive Adaptivity: When selected. the assembly is analyzed for interference as each component moves through its sequence. • • • Amount of value: Uses the value below to increment each step of the sequence. AVI rate: Specifies frame rate when recording the simulation.Player Controls: Use the standard player controls to drive the constraint through its sequence. 330 Chapter 6: Assembly Modeling Fundamentals . Total # of steps: Uses the value below for the total number of steps for the sequence. Repetitions: • • Start/End: Runs the sequence from its Start position to its End position. the motion is stopped at the point of interference. Minimize dialog during recording: When selected. the dialog box will be minimized while recording the sequence. If a collision is detected. Value: Enter a value for the increment method.

All Rights Reserved 331 . The assembly constraint is driven through its Start and End positions.Process Overview The following steps represent an overview for driving assembly constraints. through the use of parameters and formulas it is possible to drive more than one constraint at a time. In the browser. 3. 1. In the Drive constraint dialog box. for more information. Inc. Refer to the Advanced Assembly Modeling course from Autodesk. enter a Start and End value. Inc. 2. click Drive Constraint.Driving Constraints . right-click on the constraint and on the shortcut menu. Driving More Than One Constraint Note Although it is beyond the scope of this course. Copyright © 2004 Autodesk. adjust other settings as required and click the Play button to drive the constraint.

select the appropriate tool then click and drag on the part being moved or rotated. Access Methods The following methods are available for accessing the Move and Rotate Component tools.Potential Cursors 332 Chapter 6: Assembly Modeling Fundamentals . Using these tools. After you move or rotate the component click the Update button on the Standard toolbar to reapply the assembly constraints. Procedure To move or rotate a component in the assembly.Moving and Rotating Components To move constrained components in an assembly to facilitate adding additional constraints you use either Move Component or Rotate Component tools. enabling you to move or rotate the components independently from the degrees of freedom that may be remaining on the part. When you use these tools on a component in the assembly. Panel Bar Keyboard Shortcuts V = Move G = Rotate Rotating Components . the assembly constraints are temporarily ignored. you can move components in the assembly just as if they were not constrained at all.

All Rights Reserved 333 . Copyright © 2004 Autodesk. Inc. Click and drag in the appropriate location to rotate the component. the 3D Rotate symbol appears similar to the 3D Rotate symbol when rotating views. it will not move back to its original location after performing an Update.When you rotate components. Moving or Rotating Grounded Components Note If you move or rotate a grounded component.

Robot Assembly Before Driving Constraints 334 Chapter 6: Assembly Modeling Fundamentals .Exercise: Moving Components In this exercise. The completed exercise is shown in the following image. click Exercise: Moving Components 2. You will then use the techniques learned in this lesson to move the components and drive assembly constraints. From the Main table of contents page. click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. you will open an assembly and view the available degrees of freedom on different components.

All Rights Reserved 335 . You use the Constraint tool or the ALT-Drag method to apply constraints without using the Place Constraint dialog box. realistically mimics real-world situations and operating conditions of the assembly components. After you apply the constraints.Constraining Components Overview Overview Overview When you build assemblies you define parametric relationships between the parts in the assembly. you will be able to • • • • Understand how assembly constraints effect individual parts in the assembly Apply and edit basic assembly constraints in the assembly View assembly constraints in the browser Use the ALT-Drag method to apply assembly constraints Copyright © 2004 Autodesk. and if necessary edit the constraints. You apply assembly constraints to the parts to define their position and available degrees of freedom. view. there are a couple of ways to view the constraints in the browser. The relationships created between parts using assembly constraints. and edit assembly constraints. In this lesson you will learn how to apply. LCD-Mount Assembly Objectives After completing this lesson. Inc.

or points) at the assembly or part level. then it should be grounded or constrained to assembly level work features. you will select one feature on each part to apply it.Placing Constraints You apply each assembly constraint to either two components in the assembly or to one component and one assembly origin feature. The features to which the constraints are applied can be geometric part features. axes. The geometry that you choose is dependent upon the type of constraint you apply. or work features (work planes. 336 Chapter 6: Assembly Modeling Fundamentals . angle. an insert. As you plan the constraints. Concept There are four types of assembly constraints that can be applied between parts: mate. The constraint type chosen will depend upon the part features and the design intent. If a component in an assembly is not intended to be constrained to other components. you should apply the constraints using the simplest approach possible while using constraint solutions that will constrain the parts as completely as required by the design intent. or with constraint conditions that do not fully represent the intended function of the part in the assembly. but parts should not be left unconstrained. after you select the type of constraint. tangent. Using this approach enables you to develop an assembly of parts that interact as intended with other parts in the assembly. mimic the real world conditions of the parts in the assembly by using assembly constraint solutions that most closely resemble how the parts will be assembled after manufacturing. When you start the Constraint tool. Example of Assembly Constraint Simple but complete When you apply assembly constraints to parts. You are not required to fully constrain parts in the assembly.

Inc. All Rights Reserved 337 . the proper constraint is used to mimic the real world process of assembling the two components. Copyright © 2004 Autodesk. on the Standard toolbar. However after analyzing how the components will be put together. select the Hidden Edge Display options to display all edges on the parts.In the image below. Example of Proper Constraint Planning Placing Constraints on Obstructed Geometry Tip When placing constraints on obstructed geometry or features. you could use a variety of different constraint solutions to assemble these two components.

Select the features to apply the constraints. you are given a preview of how the constraint will be applied.Process Overview Although each type of constraint will create a different result. the overall process of applying constraints is the same. On the Panel Bar. 2. 1. 3. and the geometry chosen. Depending on the type of constraint. click the Constraint tool and select the type of constraint to apply. Open or create an assembly. The following steps represent an overview for applying constraints. 338 Chapter 6: Assembly Modeling Fundamentals .How to Place Constraints .

Inc. 6. Additional constraints being applied. All Rights Reserved 339 . Click apply to create the constraint then continue to add additional constraints as required. Copyright © 2004 Autodesk. If necessary adjust the solution option and enter an offset or angle value. 5.4.

Predict Offset and Orientation: Only available for Mate and Angle constraints. Procedure Panel Bar Keyboard Shortcut C Place Constraint Dialog Box Type: Select the type of constraint to create. You must first select the part. the selection1 and selection2 buttons are automatically activated.Basic Constraints There are four basic assembly constraints. If you need to change a selected feature. Selections: As you select features. Offset/Angle: The label for this field will change depending on the type of constraint you select. Refer to the section below for available solution options for each. The components will move into position. Each are designed to create a certain constraint condition between the components in the assembly. Pick Part First: This option limits the feature selections to the selected part. click the appropriate selection button and reselect the geometry. then select the feature for the constraint. The offset or angle value is calculated based upon the 340 Chapter 6: Assembly Modeling Fundamentals . Preview Constraint: This option previews the constraint before applying. this option automatically inserts the angle or offset value if the offset field is blank. Solution: Each constraint type offers different solutions. This option is usually used in situations where the feature you are attempting to constrain is obstructed by other parts in the assembly. enabling you to preview the constraint and confirm or change the constraint settings. Enter a value for the offset or angle of the constraint.

Face/Face Copyright © 2004 Autodesk. Flush: Selected faces will be coplanar. The following represents examples using the Mate constraint. enter the offset/angle value manually. To override this setting. You can also enter an offset value to offset the geometry. Inc. This is useful in applying constraints without moving the geometry from its current position. axes. Valid selections include faces. All Rights Reserved 341 .part's current position and is inserted into the offset/angle field. Mate Constraint You use the mate constraint to mate selected geometry.Axis/Axis Mate Constraint/Mate Solution . Solution Options: Mate: Selected geometry will be mated to each other. planes. edges. and points. Mate Constraint/Mate Solution .

Undirected Angle: This is the default solution and it allows either orientation of the angle constraint. or lines. Angle Constraint .Point/Point Mate Constraint/Flush Solution . Solution Options: Directed Angle: Using this solution option.Face/Face Angle Constraint Use the angle constraint to specify an angle between faces. This helps resolve situations in which the component's orientation flips during a constraint drive or drag. the angle is measured by using the right-hand rule.Face/Face 342 Chapter 6: Assembly Modeling Fundamentals . planes.Mate Constraint/Mate Solution .

Tangent Constraint Use the tangent constraint to define a tangency condition between one circular feature and plane or face. This requires the selection of two circular edges. or between two circular features. Aligned: This solution will align the face normals. Outside: Creates an outside tangent solution. Insert Constraint Copyright © 2004 Autodesk. Solution Options: Opposed: This solution will force the face normals to be opposed. Solution Options: Inside: Creates an inside tangent solution.Circular Face: Insert Constraint Use the insert constraint to insert a circular part feature into another circular part feature.Circular Face . All Rights Reserved 343 . Tangent Constraint/Outside Solution . Inc. The center point of the edge is calculated and the result is a constraint in which the center lines are aligned and the selected edges are made coplanar.

Procedure Constraint Geometry Highlighted Browser .Viewing Constraints After you create the assembly constraints you can view them in the browser different ways. for example. suppress. Each constraint is listed twice in the browser.Position View When you create assembly constraints. Viewing Assembly Constraints in the Browser 344 Chapter 6: Assembly Modeling Fundamentals . you can access the constraint under either part. If you need to edit. when the browser is in the default Position View. or delete a constraint. This image displays how the assembly constraint appears under each part that it has been applied. each part or origin feature is associated with one-half of the constraint. If you select a constraint in the browser it will highlight the geometry referenced by the constraint.

Browser - Modeling View
If you change the browser view to Modeling View, the constraints appear under the Constraints folder. You can expand the folder to access the constraints. Using this view places all the constraints in one location however, it can be difficult to identify constraints on specific parts in larger assemblies.

Assembly Constraints in Browser - Modeling View

Shortcut Menu Options
In the browser, if you right-click on a constraint the following shortcut menu is displayed. Find in Window: Zooms the current view to geometry containing the selected constraint. This assists you in identifying the constraint graphically. Other Half: This option highlights the other half of the constraint, by expanding the other component to which it has been applied and highlighting the constraint. This option helps identify which components the constraint has been applied to.

Constraint Shortcut Menu Options

Copyright © 2004 Autodesk, Inc. All Rights Reserved

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Editing Constraints
You can edit the constraint much the same way you edit placed features. Locate the constraint in the browser, then right-click on the constraint and on the shortcut menu, click Edit.
Procedure

Editing Constraints

When you edit a constraint, all edits are done in the same dialog box used to create the constraint. All options can be changed including the type of constraint.

Editing Constraints

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Changing the Constraint Offset/Angle Value
There are two methods to change the constraint offset/angle value without using the Edit Constraint dialog box. • Using the Edit Box at the bottom of the browser: Selecting a constraint will cause the Edit Box to appear at the bottom of the browser. Enter a new offset/angle value for the constraint and press ENTER.

Using the Edit Dimension dialog box: In the browser, right-click on the constraint and on the shortcut menu, click Modify. The Edit Dimension dialog box will appear. Enter a new offset/angle value and press ENTER or click the green check mark.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

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Using ALT -Drag to Place Constraints
The ALT-Drag method is an alternate method for placing assembly constraints. Hold the ALT key down, then click and drag on the feature receiving the constraint. A constraint glyph will appear indicating the type of constraint being applied. Continue to drag the cursor to another part in the assembly and touch another valid feature. Then release the mouse button to create the assembly constraint.
Procedure

ALT-Drag Constraint Glyph

ALT-Drag Constraint Types
When you use the ALT-Drag method to apply constraints, the constraint type is based upon the geometry you select. You can change the constraint type by pressing the appropriate key. Release the ALT key but you must continue to hold down the left mouse button. • Mate: M or 1 • Angle: A or 2 • Tangent: T or 3 • Insert: I or 4

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ALT-Drag to Place Constraints - Process Overview
The following steps represent an overview for using the ALT-Drag method to apply assembly constraints. 1. While holding the ALT key, select the feature to be constrained and while holding the left mouse button down, drag the part. You can release the ALT key but you must hold the mouse button down.

2.

While holding the mouse button down, drag the part to the next feature to assign the constraint and release the mouse when the part is in place.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

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Exercise: Constraining Components
In this exercise, you use the concepts and techniques learned in this lesson to constrain components in the assembly. After you apply the constraints you will edit some constraints to see the effect on the assembly.
Print Exercise Reference

To navigate to the exercise in the Electronic Student Workbook:
1. From the Main table of contents page, click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals, click Exercise: Constraining Components

2.

The completed exercise is shown in the following image.

LCD-Mount Assembly

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Adaptive Components
Overview Overview

Overview
Adaptivity is intended to give the designer a way to create parts that can adapt to the assembly in which they are being used. Historically, parametric modeling systems required the use of complex cross-part parametric equations in order for one part to change size if another part in the assembly changed. One problem with this technique, is that cross-part parametric equations could become so complex, that even the original designer could have problems managing the relationship and equations used in such an environment. With the introduction of Adaptivity, Autodesk Inventor enables the designer to create adaptive relationships between parts in an assembly, that do not require the use of complex cross-part parameters. Largely based upon assembly constraints, Adaptivity enables a part to change based upon changes in other parts in the assembly to which it has been constrained. Furthermore, with Autodesk Inventor you can mix both Parametric dimensions and adaptivity within the same part and/or assembly. Thus, you can control the design intent by using the most appropriate technique. Although an in depth discussion of Adaptivity is beyond the scope of the course, you will learn the essential aspects of creating adaptive assemblies using Autodesk Inventor.

Completed Assembly with Adaptive Parts

Objectives
After completing this lesson, you will be able to • • • Understand adaptive features and how you use them Create adaptive features and sketches Use adaptive occurrences in an assembly and control them with constraints
Copyright © 2004 Autodesk, Inc. All Rights Reserved

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Introduction to Adaptive Features
Adaptivity is not intended to be used in all parts and assemblies. The key to using adaptive features effectively is knowing when to use them.
Concept

When you create a part containing adaptive features, their size is allowed to change when the assembly conditions require them to do so in order to successfully resolve constraints and associative sketches. You can use different approaches to create adaptive features, for example, you can design the part outside of the assembly and make specific features adaptive for later use, or create a part in the context of the assembly, and project geometry from other parts in the assembly, to automatically create adaptive features. In the example below, the gasket component was created by using an adaptive crosspart projection from the flange component. By changing dimensions on the flange component, the gasket features change to match the changes on the flange.

Adaptive Component - Before and After

Identifying Adaptive Parts and Features
Parts and features are identified in the browser with an adaptive icon indicating the adaptive status. It must be present at each level in order for adaptivity to function. At minimum you will have two adaptive indicators: (a) at the part level in the assembly, and (b) at the feature level. The adaptive indicator only appears at the sketch level if the sketch contains associative geometry or has been set to be adaptive.

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When to Use Adaptive Features
The following list represents some of the occasions to use adaptivity. • • • Your part contains features that are largely dependent for size or position, with other parts in the assembly. Your parts share common sketch geometry such as mating flanges. You need an easy way to update parts in the assembly when changes are required.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

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Methods for Creating Adaptive Features
There are two methods available for creating adaptive features. The method you choose depends upon the design intent and which aspects of the geometry needs to be adaptive. While some adaptive features may only require certain parameters, such as extrusion distance, to change others may require the underlying sketch geometry to change as well.
Procedure

Using an associative reference sketch to create a feature. When you create parts in the context of the assembly, you can project geometry from other parts onto the current sketch. Depending upon the current Application Options settings, this geometry will either be associative reference or static. When the result of the geometry you project is associative reference geometry, the sketch is automatically set to be adaptive and any changes to the originating geometry will reflect in the reference geometry. To access this setting, on the Tools menu, click Application Options and click the Assembly tab.

Use Associative Reference Sketches to • Create a new component with features that need to mate with other features in the assembly. • Create a new component with features whose size and position are dependent upon the features of other parts in the assembly. For example a flange and end cap. • Create features that mate with a zero clearance. Create an underconstrained feature, and then make it adaptive. You create the sketch geometry and intentionally leave the geometry underconstrained. In order for a sketch feature to adapt, it must be underconstrained specifically on the elements of the sketch that you require to be adaptive. After you create the feature, in the browser, right-click on the

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All Rights Reserved 355 . Adapt a feature to a component in another assembly level. Use Underconstrained Adaptive Features to • • • • • Create adaptive relationships with 2D layout sketch geometry. Create adaptive relationships before you know which parts in the assembly you will constrain the adaptive features to. Assign specific feature properties as adaptive. Create adaptive relationships when there is no existing geometry to project.feature and click Adaptive on the shortcut menu. For example. • Sketch (must be underconstrained) • Hole Depth • Nominal Diameter • Counterbore Diameter • Counterbore Depth Any or all of these features can be set as adaptive in the Feature Properties dialog box. Inc. Creating mating features and control assembly clearances with constraint offset values. a hole feature has the following properties that can be set as adaptive. Each feature you create has specific properties can be set as adaptive. • • Copyright © 2004 Autodesk.

1. they will be automatically reflected in the projected adaptive sketch. click the Project Geometry tool and select the edges or loops to be projected onto the new 356 Chapter 6: Assembly Modeling Fundamentals . Creating Adaptive Sketches . click the Assembly tab and confirm that the Enable Associative Edge/Loop Geometry Projection During In-Place Modeling is selected. click Application Options. In the Options dialog box. With sketch activated. Procedure Adaptive Sketch Example In the image above. On the Tools menu. Open or create an assembly containing at least one part.Process Overview The following steps represent an overview for creating adaptive sketches.Adaptive Sketches You create adaptive sketches by projecting cross-part geometry as associative reference geometry. the changes are automatically reflected in the referencing associative sketch. If the originating geometry changes. then click OK. on the Panel Bar. Create a new part in the context of the assembly and activate the sketch to receive to associative reference geometry. 3. the Adaptive-Gasket's base feature sketch geometry is projected from the underlying flange part. 2. If changes to the flange's sketch geometry occur.

If necessary make changes to the original part and view the changes reflected in the adaptive part. 6. Copyright © 2004 Autodesk.part. select the edges specifically. select a point inside the edges. 5. Use the projected sketch geometry to create the required sketched features. All Rights Reserved 357 . Inc. The projected geometry will appear on the sketch and in the browser as an adaptive reference. 4. To project single edges. to project a loop.

By leaving the geometry underconstrained. You do this by leaving dimensions and/or constraints off of sketch geometry. such as an extrusion distance. or by making specific feature properties. Adaptive Feature Example In the browser. Procedure In the image below. adaptive. Feature Properties Dialog Box 358 Chapter 6: Assembly Modeling Fundamentals . Using Mate and Flush assembly constraints. the adaptive part is driven through a series of updates and changes in size. The options available will depend upon the type of feature selected.Adaptive Features You create Adaptive features by leaving certain aspects of the feature underconstrained. right-click on a feature and select Properties on the shortcut menu. The feature properties dialog box contains an Adaptive section enabling you to determine which aspects of the feature are allowed to adapt. it is able to adapt to other features based upon assembly constraints. the adaptive part is created with the initial sketch intentionally underconstrained.

Process Overview The following steps represent an overview for creating adaptive features. right-click on the feature and select Adaptive from the shortcut menu. Create a new part in the assembly with an underconstrained sketch. All Rights Reserved 359 . Create the part as required using standard sketch features. In the browser. 2. Inc. 3. Copyright © 2004 Autodesk. 1.Creating Adaptive Features .

5. 6. Setting Initial Adaptive Feature Status Note You can set part features to be adaptive automatically as soon as they are created. The part feature updates to validate the assembly constraint. On the Tools menu. 360 Chapter 6: Assembly Modeling Fundamentals . The part feature updates to validate the assembly constraint. click the Assembly tab and select the Features are initially adaptive option. click Application Options. Continue to add assembly constraints as required by the design intent. Add assembly constraints according to the design intent. The adaptive part will update to validate the assembly constraint.4. Continue to add assembly constraints as required by the design intent. In the Options dialog box.

Because it is used adaptively in the AdaptiveOccurrences. will be reflected in every assembly in which the part is used.iam file. are also reflected in the second assembly. Copyright © 2004 Autodesk. Any changes made to the adaptive occurrence will be automatically reflected in other occurrences. In the Adaptive-Occurrence. then click Adaptive on the shortcut menu. the same Pin-A component is being referenced. As a result. All Rights Reserved 361 . Procedure When you constrain the adaptive part to fixed features on other components. it cannot be used adaptively in another. The image below represents two assembly files. in the browser or graphics window. changes to the Pin-A component forced by adaptivity in the first assembly. It is important to note that any changes to the adaptive part. When a component is being used adaptively in one assembly. you can use the Save Copy As command and save the part with a unique name for each adaptive occurrence you require in other assemblies. the part's adaptive status is not initially set. or other modifications. caused by adaptivity. Inc. each containing a reference to the PinA component.Adaptive Occurrence in Assemblies When you add a part to an assembly that was created outside of the assembly and contains adaptive features. right-click on the part.iam file. it cannot be used adaptively in this assembly. the Pin-A component no longer fits the hole size of the Tri-Base. In an assembly containing multiple occurrences of an adaptive part. note that only one occurrence of the Pin-A component is set to be adaptive. Also. All other occurrences in the assembly will update to reflect the adaptive changes.ipt. in this example. If you require the same part to be adaptive in multiple assemblies. To set the part as adaptive. In the Tri-Assembly. only one occurrence can be specified as adaptive. the under constrained features on the adaptive part will resize to validate the assembly constraints.iam file.

Procedure The image below represents a common error that can occur when you apply constraints to adaptive components. as any changes to a feature will force Autodesk Inventor to evaluate the adaptivity. and investigate the adaptive component's features. the component will move according to the remaining degrees of freedom before it adapts. the constraint will be saved in an error state. If you click Accept. you will have to reapply the constraint. When this message appears. the constraint will be validated automatically. turn off the adaptive status of the part in the assembly. assembly performance can be effected. Common Assembly Constraint Error Tips and Considerations for Using Adaptivity The following list represents some tips and consideration for using Adaptivity. Although the message does not give details about the specific problem.Applying Assembly Constraints You apply Assembly constraints to adaptive parts the same way you apply constraints to non-adaptive components. Cancel or Accept the message. If your assembly contains hundreds (if not thousands) of parts. and sketch geometry. This step is critical for performance. then performance could be seriously effected. when you use adaptive parts. If you click Cancel. or a constraint or dimension is preventing the adaptive change to occur. When you apply assembly constraints to adaptive components. Procedure • • Adaptivity is not intended to be the cure all for all cross-part design challenges. it means that either some aspect of the feature's properties is not specified to be adaptive. After the adaptive changes have been applied. For each adaptive part in an assembly. • 362 Chapter 6: Assembly Modeling Fundamentals . Depending on the complexity of the assembly and parts. additional processing is required. An adaptive change will only occur when there are no remaining degrees of freedom that can be used to validate the constraint. After you resolve the adaptive issue.

click Exercise: Adaptive Components 2. Inc. All Rights Reserved 363 . You will then modify the AdpReservoir component and view the effects on the adaptive components in the assembly. Completed Assembly with Adaptive Parts Copyright © 2004 Autodesk. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. you will create three adaptive components in the assembly using both associative reference edges and adaptive features. From the Main table of contents page. click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals. The completed exercise is shown in the following image.Exercise: Adaptive Components In this exercise.

In this lesson you will learn to analyze the assembly for interference between parts. you will be able to • • • Analyze components in the assembly for interference Analyze faces on the part using the Zebra Style analysis Locate components using the Find option 364 Chapter 6: Assembly Modeling Fundamentals . You will also learn to perform different surface analyses on parts as well as using the Find option in the open dialog box to locate components based upon certain search criteria.Assembly Analysis Overview Overview Overview There are different tools available to assist you in analyzing components that are used in an assembly. and finding existing components. Completed Interference Analysis Objectives After completing this lesson.

Components within this set will be compared against components in Set #1. components in Set #1 are checked for interference with components in Set #2. You can select components in the browser or in the graphics window. If you define both sets and components within the same set interfere with each other. You can select components in the browser or in the graphics window. you may need to determine whether or not components in the assembly interfere with each other. Inc. the interference will not be detected. Pull Down Menu Tools > Interference Analysis Dialog Box Define Set #1: Click this button then select the components to include in the first set. Copyright © 2004 Autodesk.The Analyze Interference Tool As you design components for your assembly. Including components in this set is optional. select all components for Set #1 and leave Set #2 empty. Components within this set will be compared against components in Set #2. Define Set #2: Click this button then select the components to include in the second set. The Analyze Interference tool enables you to check for interference between components in the assembly. Procedure Access Methods Use the following methods to access the Analyze Interference tool. All Rights Reserved 365 . When the interference analysis is performed. To check for interference by comparing each component to each other component.

Process Overview The following steps represent an overview for analyzing the assembly for interference between components. You can also print it for further review. On the Tools menu. the Interference Detected dialog box appears. You can copy this information to the clipboard and then paste it into another application. 366 Chapter 6: Assembly Modeling Fundamentals . Open an assembly. 1. 2. Interference Detected Dialog Box Analyzing Interference . click Analyze Interference and select the components to be included in Set #1.If interferences are detected. indicating the components and locations of interference.

4. the Interference Detected dialog box appears giving a total number of interferences and the total volume. The areas of interference are indicated in red in the graphics window. Inc. Interference Between Threaded Holes and Standard Parts. Click the Define Set #2 button and select the components to be compared against the components in Set #1. Then click OK. use the major diameter option to create the threaded hole. You can expand the dialog box for more information and to copy and/or print the results. If an interference is found. Tip To prevent interference between threaded holes and fasteners.3. All Rights Reserved 367 . Copyright © 2004 Autodesk.

368 Chapter 6: Assembly Modeling Fundamentals .Zebra Analysis In the Style area click the left button to activate the Zebra Analysis. You use the Zebra Analysis to analyze consistency between faces and use the Draft Analysis style to analyze the suitability of a part for casting. Definition: Use these options to control the orientation of the pattern. Selection: In the Selection area. and opacity of the pattern. Delete: Click to delete the selection set. thickness of the stripes. Zebra Analysis The Zebra Analysis analyzes the selected part or faces by checking for continuity between surfaces.The Analyze Faces Tool The Analyze Faces tool offers two different analysis styles. click the arrow button to select the part or faces. In this lesson you will learn how to perform each of these analyses. Access Methods Use the following methods to access the Analyze Faces tool. Procedure Each style is designed to perform specific analysis and will present the results of the analysis in a unique way. New: Click to define a new selection set of faces. You use this style to check the continuity between surfaces. Pull Down Menu Tools > Standard Toolbar Toggles the analysis display on/ off. Analyze Faces Dialog Box .

90 degree angles can cause problems when trying to pull the mold away from the part. Inc. All Rights Reserved 369 . If there were gaps between the selected faces. When you design parts for casting. the Zebra Stripe pattern would indicate this with a non-uniform transition from one face to the next. the selected faces are being analyzed for continuity along their common edge. Faces: Enables you to select individual faces for analysis. Click OK or Apply to display the results.Draft Analysis Copyright © 2004 Autodesk. The Draft Analysis style analyzes the selected part or faces and presents the results in a range of colors on the selected part or faces. Face drafts are generally used to alleviate this problem by applying slight draft angles between faces. In the example above. Analyze Faces Dialog Box . The Zebra Stripes make a uniform transition from one face to the other. The colors represent the draft angle range between angles specified.Part: Enables you to select the entire part for analysis. indicating surface continuity. Draft Analysis You use the Draft Analysis style to check the suitability of a part for casting.

Click OK or Apply to display the results. Delete: Click to delete the selection set. Part: Enables you to select the entire part for analysis. Definition: Enter the draft angle range to use for the analysis. In the Selection area. Faces: Enables you to select individual faces for analysis.In the Style area click the right button to activate the Draft Analysis. have acceptable draft angles. Faces represented in Blue or Green. while Red indicates 0 degree draft angles which could cause problems when trying to pull the mold away from the part. The color ranges from blue (negative angle specified) to red (0 degree draft angle) to Green (positive angle specified). the a draft analysis as been performed on the selected faces. The green areas indicate safe draft angles while the red areas indicate 90 degree conditions. and if necessary flip the pull direction for the current selection set. 370 Chapter 6: Assembly Modeling Fundamentals . Selection: In the Selection area click the arrow button to select the part or faces. New: Click to define a new selection set of faces. In the example above. You can define individual selection sets with separate pull-directions. click the arrow to define.

You create the search criteria by selecting the property from the Property drop-down list. Keyboard Shortcut (Assemblies Only) Locates components within the active assembly only. The Find Assembly Components dialog box is accessed by clicking Find on the Edit menu. and highlights and selects the matching components in the browser. Procedure There are two slightly different versions of the Find dialog box. Inc. Find Find CTRL+F The main window in each of these dialog boxes lists the current search criteria. Click the Copyright © 2004 Autodesk. provide a value. You access the Find: Autodesk Inventor Files dialog by clicking the Find button on the Open dialog box. You then select the appropriate condition and if necessary. Both tools function the same way. You can create different searches by defining criteria based upon various file properties and save these custom searches for later use. Open Dialog Box Edit Menu (Assemblies Only) Locates components within the active assembly only. All Rights Reserved 371 . while working in the context of the assembly. the only difference is that the latter only searches the active assembly file.Locating Components You can use the Find tool to locate files or components within the active assembly. Access Methods Use the following methods to access tools for locating files Autodesk Inventor files.

and the Open Search button to load previously saved searches. then click Find Now to search for Autodesk Inventor files that meet the criteria defined. where it would be difficult to manually locate components in the browser. Components that meet the criteria will be highlighted in the browser. then click Find Now to search for components in the active assembly that meet the defined criteria. Find Autodesk Inventor Files Dialog Box Build and optionally save the search criteria. Use the Save Search button to save the search for later use.Add to list button to add the criteria to the main window list. Find Assembly Components 372 Chapter 6: Assembly Modeling Fundamentals . You use this tool for large assemblies. Build and optionally save the search criteria.

click Exercise: Assembly Analysis 2. you will use the concepts and techniques learned in this lesson to perform an interference analysis on an assembly. You will use the Analyze Faces tool to analyze faces on a part file and complete the exercise by using the Find tool to find various files.Exercise: Assembly Analysis In this exercise. The completed exercise is shown in the following image. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Completed Interference Analysis Copyright © 2004 Autodesk. Inc. click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals. From the Main table of contents page. All Rights Reserved 373 .

Assembly Exploded View Objectives After completing this lesson.ipn file which references the assembly and part files for the geometry.Presentations Overview Overview Overview You use Presentations files to create exploded views of the assembly. • The Presentation file is stored as a separate *. If you require exploded views in your drawing you will first need to create the exploded view in a Presentation file. You can also use the Presentation environment to: • Help explain and visualize components in the assembly that would otherwise be obstructed from view when the assembly is shown in its assembled condition. you will be able to • • • Create a Presentation View Create Tweaks and Trails in a Presentation View Animate a Presentation View 374 Chapter 6: Assembly Modeling Fundamentals . In this lesson you will learn to create exploded views and animations. Visualize the interaction between parts in the assembly by animating the exploded view to show the assembly's transition between the assembled and exploded states.

select Presentation. you must create a Presentation File. All Rights Reserved 375 . Presentation Environment The Presentation Environment is similar to the part modeling and assembly environment. Procedure On the Standard toolbar. Presentation Environment Creating a Presentation View You use a Presentation View to create exploded views of the assembly. the graphics window displays the assembly geometry you use in the presentation views. Copyright © 2004 Autodesk. Inc. Default templates are available for Presentation files. on the New fly-out menu. There is no limit to the number of presentation views you can create. and the browser displays view names and other information relevant to the Presentation environment. You store the Presentation in an *. The Panel Bar contains the tools you use to create the Presentations. but you can only reference one assembly in each Presentation file.ipn file.Creating a Presentation Before you create a Presentation View.

This option is only available if you select Automatic. Automatic: This option creates the exploded view by automatically moving the components in the assembly based on the distance you enter in the Distance field. Explosion Method: Select the explosion method from the following options. Distance: Enter an explosion distance to move each component. Only components with certain assembly constraints such as Mate. it will be listed automatically in the File field. If you do not currently have an assembly file open. Design View: Select the Design View to use as the basis for the Presentation View. Manual: This option creates the Presentation View without exploding the assembly components. you will need to enter the path for the assembly or select the browse button to browse for the assembly file. Panel Bar When you select the Create View tool. Create Trails: This option will create trails indicating the path of each component from its assembled position to the exploded position. You explode the view later by adding tweaks to move each component. Select Assembly Dialog Box File: If you already have an assembly file open. Click the browse button to browse for a different design view file. the Select Assembly dialog box is displayed.Access Methods Use the following methods to access to Create View tool. 376 Chapter 6: Assembly Modeling Fundamentals . and Insert. will be moved automatically.

click the Create View tool. Each Presentation View is displayed in the browser. Inc. then click OK to create the Presentation View. Create a new Presentation file. Other options are available for filtering the information presented in the browser. The view names listed here are the same view names available to create a 2D drawing view later. On the Panel Bar. select the Automatic explosion method and enter a distance in the Distance field. To activate a view. 2.Process Overview The following steps represent an overview for creating a Presentation View. Accept the default Design View or select one from the drop-down list. To automatically explode the components.The image below represents a typical presentation containing two Presentation Views. To create trails on the components. click the Create Trails option. All Rights Reserved 377 . Copyright © 2004 Autodesk. enter or browse for the assembly file to use in the Presentation View. double-click on the view in the browser. In the Select Assembly dialog box. You can expand it to display the assembly components. If necessary you can rename the view by performing a slow double-click on the name in the browser. Presentation View Creating a Presentation View . 1.

Continue to create presentation views as required. 378 Chapter 6: Assembly Modeling Fundamentals . The Presentation View is created accordingly and appears in the Presentation Browser. Expand the view to see the components and tweaks automatically applied. enter a new value in the Edit Box at the bottom of the browser.3. 4. If you need to edit the tweak.

All Rights Reserved 379 . which represent a path from the components current location after tweaks have been applied. Access Methods Use the following methods to access the Tweak Components tool. Once the direction triad appears.Creating Tweaks and Trails After you create the presentation view. you can select elements of the triad to control the transformation. Inc. When the tweaks are created you also have the option of displaying the trails. to its assembled location. Procedure When you tweak a component you can move and/or rotate the component in any direction. Select a face or edge on any component to display the Triad icon. you may need to add tweaks to the components to move them to new locations in the exploded view. Even if you have chosen the automatic explosion method. Panel Bar Keyboard Shortcut T Tweak Component Dialog Box Direction: Click the Direction button to define the direction of the tweak. most exploded views will require manual tweaks. The blue axis indicates the current transformation axis. Copyright © 2004 Autodesk. The direction does not have to be defined from a feature on the part you tweak. Trails help clarify how a component in an exploded view fits into the overall assembly.

Trail Origin: Click the Trail Origin button to select a different trail origin. If you select a component by mistake. start dragging the distance with the cursor away from existing components. Transformations: In the Tweak Component dialog box. Selecting the axis on the Triad to make it current. Clicking the X. Components: Click the Components button to select the components to tweak.You can switch the active direction by: • • Choosing another axis in the Tweak Component dialog box. in the Transformations area you can set the transformation options for the tweak. This option enables you to rotate the component around the selected axis. deselect it by holding down the CTL key and reselecting the component. Display Trails: Select this option to display trails showing the path of the tweak. 380 Chapter 6: Assembly Modeling Fundamentals . or Z here is the same as selecting each axis on the triad in the graphics window. This option enables you to move the component along the selected axis. Inadvertently selecting a point over a component will add that component to the tweak. You can use the value field for tranlational and rotational tweaks. Y. Enter a distance or angle value for the tweak and click the green check mark button. You can select the option to move or rotate the component. Note: When you drag the tweak distance.

Creating Tweaks and Trails . click the green check button to finish tweaking the triad. This option is only available when the rotational transformation is selected. 2. In the same area. By rotating the triad. 1. click the Tweak Components tool and select face or edge to define the tweak direction. On the Panel Bar. Select the components to be included in the tweak. Inc. you can tweak the component in different angles. Triad Only: Select this option to rotate the triad only. Clear: Click to clear the current tweak and continue adding tweaks. 3. Copyright © 2004 Autodesk.Process Overview The following steps represent an overview for creating tweaks and trails. Close: Click to close the dialog box. Create a Presentation View.Edit Existing Trail: Click the Edit Existing Trail button to edit an existing trail. All Rights Reserved 381 . You will select the trail then adjust the tweak value.

click Close. Click Clear to apply the tweak and continue. 5. Select the components to include in the tweak. 6. Confirm the Transformation settings then click and drag in a blank area of the screen. Select a face or edge to define the direction. 382 Chapter 6: Assembly Modeling Fundamentals . Repeat the steps above to continue tweaking components.4. When finished. Click and drag in a blank area of the graphics window and then click Clear to apply the tweak and continue. 7. and confirm the transformation direction.

it is possible to animate the explosion sequence and visualize the components in the assembly moving into or out of their assembled position. In the Animation dialog box. you can use the Move Up and Move Down buttons to change the animation sequence of the selected tweak. In this lesson you will learn the basics for animating a Presentation View. or pause. When you tweak multiple components at the same time. use the standard player controls to play. All Rights Reserved 383 . Procedure There are several options available to animate the presentation view. Panel Bar After you start the Animate tool. Select items in the list and use the Group and Ungroup buttons to move items in and out of sequence groups. All items in a sequence group are animated at the same time.Animating a Presentation View After you create the Presentation View. some of which are beyond the scope of this course. If you select items in the sequence list. By default the animation will play in the reverse order that you applied the tweaks. Inc. You can record the animation to a standard AVI format for use on other computers. Expand the dialog box to examine the tweak sequence. they appear as a group in the sequence list. in the Motion area. Animation Dialog Box Copyright © 2004 Autodesk. Access Methods Use the following methods to access the Animate tool. rewind. click Reset to reset the sequence back to the beginning. After you play the animation. click the Record button to record the animation to an standard AVI file.

This will display the tweaks in the sequence order that will be played during the animation sequence. Using this view it is possible to drag and drop component tweaks from one sequence to another. Browser Sequence View 384 Chapter 6: Assembly Modeling Fundamentals .Browser Sequence View Click the Filter button at the top of the browser and select Sequence View on the flyout menu.

Exercise: Presentations In this exercise. you will create an exploded view of the components and then animate that exploded view. click Exercise: Presentations 2. Inc. Assembly Exploded View Copyright © 2004 Autodesk. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. From the Main table of contents page. After creating the presentation. The completed exercise is shown in the following image. you will create a new presentation file of an assembly. All Rights Reserved 385 . click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals.

you will use the concepts and techniques learned in this chapter to create the assembly pictured in the image below. From the Main table of contents page. click Chapter 6: Assembly Modeling Fundamentals From the table of contents for Chapter 6: Assembly Modeling Fundamentals. To navigate to the exercise in the Electronic Student Workbook: 1.Challenge Exercise: Assembly Modeling Fundamentals Challenge Exercise: Assembly Modeling Fundamentals Print Exercise Reference In this exercise. Completed Assembly Challenge 386 Chapter 6: Assembly Modeling Fundamentals . click Challenge Exercise: Assembly Modeling Fundamentals 2. The completed exercise is shown in the following image.

Inc. Projecting geometry from other parts in the assembly when creating new components. Simulating motion in an assembly by driving constraints and temporarily repositioning components in the assembly by using the Move Component and Rotate Component tools. Activating components and controlling the appearance properties of the browser. Perform several different assembly related operations using the assembly browser. Placing components in the assembly using the Place Component tool. while understanding the potential effect on assembly constraints when doing so. The different approaches that can be used when creating assembly models and the environment and interface used as you create the assembly. Potential outside sources of geometry not created with Autodesk Inventor. Degrees of Freedom and how they effect each part in the assembly. Resequencing and restructuring an assembly. All Rights Reserved 387 . Using assembly based work features to constrain components and using parts consisting of only 2D geometry to validate design intent. Methods for creating adaptive features and sketches and how to control the adaptive status of these features. Creating Design Views to save custom views and display characteristics of the assembly. Replacing existing components in the assembly. • • • • Copyright © 2004 Autodesk. Tips and considerations for using Adaptive parts in your assembly.Chapter Summary Summary You learned the following in this chapter: Summary • • • • • • • • • • • • • • What constitutes an assembly model and the overall process used to create them. Placing assembly constraints on components in your assembly. Creating new parts in the context of the assembly. Alternative methods for placing constraints on components in the assembly.

388 Chapter 6: Assembly Modeling Fundamentals .

. Create and edit section views.. Create and use text styles and dimension styles.Introduction to Drawings Chapter Introduction In this chapter you learn about. Creating base and projected views of your part or assembly files. Copying and/or moving views between sheets in the drawing. Create and edit broken views on your sheet. • • • • • • • • • In this chapter After completing this chapter. Creating general types of annotation on your drawing. Retrieving model dimensions for use in the drawing. Creating and editing broken views. Creating and editing break out views as an alternative to standard section views.. Editing projected views and the options that are available. Project isometric views from the section to create an isometric section view. Placing reference dimensions on the sheet. Perform several functions involving drawing resources. Managing views and sections after they have been created. Using various drawing resources. Create and edit detail views. • • • • • • • • • • • • • • • . Retrieve model dimensions for use in the drawing. Creating and editing section views on your drawing. Create and edit auxiliary views on your sheet. Creating detail views to magnify portions of your drawing view. • Create and utilize the available drafting standard to control properties of your drawing. • Creating and utilizing the available drafting standards to control several properties of your drawing. you will be able to. Creating and using text styles and dimension styles. Copy and/or move drawing views between sheets in the drawing. Create base and projected views.. Creating and editing auxiliary views on your sheet.

Setting Drafting Standards Overview Overview Overview Autodesk Inventor software supports ANSI. You use them to control the appearance of drawing features such as Balloons. DIN. Weld Symbols. The default standard is determined by the option you select during installation and can be changed for each drawing. Drafting Standards and Styles Objectives After completing this lesson. you will be able to • • • • Use Drafting Standards to control the appearance of drawing features Create and use text styles in your drawing Create and use dimension styles in your drawings Create drawing templates 390 Chapter 7: Introduction to Drawings . and JIS. GB. ISO. In this lesson you will learn how to use drafting standards to control the appearance of drawing features. and Parts Lists. BSI. drafting standards.

modify them. • • • • • • ANSI BSI DIN GB ISO JIS Access Methods Use the following method to access the Drafting Standards dialog box. Inc.Drafting Standards You use the Drafting Standards dialog box to control several different drawing feature properties. you must save the current drawing as template in your template directory. or create a new standard based upon one of the default standards. Pull Down Menu Format > Drafting Standards Copyright © 2004 Autodesk. You can use these standard as they are. When you create a new drawing. When you create or modify drafting standards. All Rights Reserved 391 . You can create a new standard or modify an existing standard for the current drawing. the default drafting standard is determined by the options chosen during installation. If you want the changes to be available to all new drawings. Principle Default Drafting Standards The following list represents the available default drafting standards. the changes apply only to the current drawing.

Drafting Standards Dialog Box Select the active drafting standard or click the Click to Add area to create new drafting standard based upon one of the existing standards. Drafting Standards Dialog Box 392 Chapter 7: Introduction to Drawings . Click the [>>] button to expand the Drafting Standards dialog box. each containing different options for controlling properties stored within the drafting standard are available. Several tabs.

view projection. Inc. Copyright © 2004 Autodesk. • Terminator Tab: This tab controls the type and size of leader and dimension terminators. • Sheet Tab: The options on this tab controls sheet specific properties such as labels and colors. and line properties.Drafting Standard Properties Each tab in the Drafting Standards dialog box contains properties for drawing features that are stored within the drafting standard. All Rights Reserved 393 . • Common Tab: This tab controls common drawing properties such as default text style.

394 Chapter 7: Introduction to Drawings . The characters must be selected to be available for dimensions. Unselected characters will not be available for dimensions.• Dimension Style Tab: Select the active dimension style for the current standard. Only the selected symbols will be available for GD&T features. • Control Frame Tab: Use the options on this tab for Control Frame properties.

All Rights Reserved 395 . Inc. Heading. • Parts List Tab: This tab controls Parts Lists properties such as Text Style. Copyright © 2004 Autodesk. and units.• Datum Target Tab: These options control Datum Target feature properties such as point size. and Columns to be included. linetypes.

• Balloon Tab: These options control properties for Balloon features such as Text Style. and Offset Spacing. 396 Chapter 7: Introduction to Drawings . • Hatch Tab: These options set the default hatch pattern for section views. • Center Mark Tab: These options control the center mark properties. Only the selected Hatches will be available when you create new hatch areas or modify existing hatch patterns. Balloon Type.

Copyright © 2004 Autodesk.• Welding Symbols Tab: These options control weld symbol properties. Inc. Only the selected symbols will be available in the drawing. • Weld Bead Recovery Tab: This tab controls the weld bead properties for weld features. All Rights Reserved 397 . • Surface Texture Tab: These options control surface texture symbol properties. Only the selected symbols will be available when you place surface texture features.

3. select the Click to add new standard area.Process Overview The following steps represent an overview for creating a new drafting standard. In the New Standard dialog box. 1. In the Drafting Standards dialog box. Continue to modify other properties as required. On the Format menu. 2. Click OK to close the Drafting Standards dialog box.Creating a new Drafting Standard . The new drafting standard will be listed among the default drafting standards and should appear selected in the Current column. enter a name for your standard. click Drafting Standards. 398 Chapter 7: Introduction to Drawings . 4. and select the base standard from the drop-down list.

all options will be grayed out. All Rights Reserved 399 . If you modify or create new text styles. Inc. Pull Down Menu Standard Toolbar Text Styles Select to change the active text style.Text Styles You create and use text styles to control the appearance of text features for annotation objects in your drawings. the default text style is set within the current drafting standard. Stored within the drawing. These text styles are named DEFAULT-Standard Name and cannot be modified or deleted. Copyright © 2004 Autodesk. or apply a different text style to the selected text. If you select one of these text styles in the Text Styles dialog box. Access Methods Use the following methods to access Text Style related functions. you will need to save the current drawing containing the text style as a drawing template in your template directory. and you want them available in other drawings. Concept The image below represents the same text object with different text styles applied. Different Text Styles Default Text Styles Note Within each drawing is a default text style for each drafting standard.

Style Name: Enter a name for the text style. 400 Chapter 7: Introduction to Drawings . Center. Bottom) and color. Right. %Stretch: Specifies the width of the text. select the line spacing for the text style. 270. Size: In the drop-down list. Middle. Underline). Only available for the Exactly. or Multiply options.Text Styles Dialog Box You can adjust the following properties for all but the DEFAULT-Standard Name text styles. Rotation: Click to set the default rotation of the text. Italic. or 90 degrees. select the drafting standard to display text styles. Top. Format/Justification/Color: Select the options to control the format (Bold. Justification (Left. or enter a new value. 0. Standard: In the drop-down list. select the text font for the style. select the size for the font. Font: In the drop-down list. Line Spacing: In the drop-down list. Value: Enter a line spacing value. 180.

Inc.Process Overview The following steps represent an overview for applying a different text style to an annotation object. The selected annotation object updates to reflect the changes in the text style. in the Style drop-down list. Select an annotation object. 1. then on the Standard toolbar. Copyright © 2004 Autodesk. All Rights Reserved 401 . select the Text Style.Applying a different text style . 2.

In order to make your custom dimension styles available for other drawings. Access Methods Use the following methods to access dimension style functions. Dimension styles are stored within the drawing.Dimension Styles You create and use dimension styles to control the appearance properties of dimension objects in the drawing. Pull Down Menu Standard Toolbar Format > Dimension Styles Select to set the active dimension style or change the dimension style of a selected dimension. you must save the drawing as a template or use the drawing orgranizer to copy dimension styles from an existing drawing to the current one. 402 Chapter 7: Introduction to Drawings . Concept The following image shows several dimensions applied to the geometry using different dimension styles. Each dimension contains a number of different properties that you can modify and save in a dimension style. The default dimension style is set in the current drafting standard and each drafting standard includes a number of predefined dimension styles.

the dimension style is only displayed when one of the dimension tools is active. Using Dimension Styles As you create dimensions in your drawing. each with a unique set of properties that you can adjust. All Rights Reserved 403 . They can be used as the basis for new dimension styles by selecting the dimension style and clicking New. the Style drop-down list reflects the current dimension style. Dimension Styles Dialog Box Default Dimension Style Note Dimension styles named DEFAULT-Standard Name exist for each drafting standard and cannot be modified. Because the Style drop-down list is used for controlling other style related options. Select the dimension style to modify and adjust the properties as required. Copyright © 2004 Autodesk.The Dimension Styles dialog box contains several tabs. Inc.

When a setting being changed is common to one found in the Drafting Standards or the Dimension Style dialog boxes. 404 Chapter 7: Introduction to Drawings . select a different style from the drop-down list.If you want to change the current dimension style. Dimension Style settings supersede the Drafting Standard settings. the rule of thumb is: • • Override settings supersede the Dimension Style settings. The selected style will become the current dimension style until it is changed. it assumes the properties of the current dimension style. Overriding Dimension Styles Dimension styles can be overridden by right-clicking on the dimension and then selecting Options or Tolerance on the shortcut menu. As you place the dimension.

The drawing organizer works exactly like the organizer for materials. color styles and lighting but only contains options specific to the drawing environment. Select the dimension style(s) to copy and click the Copy button.Dimension Overrides If you apply a dimension style to a dimension containing overrides. Copyright © 2004 Autodesk. To copy a dimension style. Note Copying Dimension Styles The drawing organizer enables you to copy dimension styles from a source drawing to the current drawing. All Rights Reserved 405 . enter or browse for the path of the source drawing containing the dimension style. the overrides on that dimension will be lost. Inc.

• • • • • • • Drafting Standards Dimension Styles Text Styles Sheet Formats Borders Title Blocks Sketched Symbols Access Method Use the following method to create a drawing template.Drawing Templates After you modify and create custom drafting standards. and other settings specific to your environment. determine the location for your template files. you can create new drawings based on the template which will contain the custom settings created earlier. The File Tab of the Options dialog box contains a field setting for the template location. Procedure The following list represents settings or properties that are saved within a drawing template.Partial 406 Chapter 7: Introduction to Drawings . you should save the drawing as a template. By saving the drawing as a template. Pull Down Menu File > Save Copy As Before you save your drawing file as a template. Save your drawing in this location or a subfolder to make it available as a template when you create new drawings. text styles. Options Dialog Box . dimension styles.

and dimension style. click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. Inc. All Rights Reserved 407 . Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1.Exercise: Setting Drafting Standards In this exercise. You will then save the drawing as a template a create a new drawing using the new template. From the Main table of contents page. text style. click Exercise: Setting Drafting Standards The completed exercise is shown in the following image. Drafting Standards and Styles Copyright © 2004 Autodesk. 2. you create a new drawing and define a new drafting standard.

Features such as sheets. In this lesson you learn how to utilize the various drawing resources available in a typical drawing environment. title blocks. borders. you will be able to • • • • • • • Edit the default sheet by changing its size.Drawing Resources Overview Overview Overview A typical Autodesk Inventor drawing contains several features that are not directly related to the 3D geometry they are used to represent. orientation and other options Create drawings containing predefined views by using Sheet Formats Create drawings containing multiple sheets Create sheet formats to enable you to easily create drawings containing predefined views Define a sheet border for use in future drawings Create a custom title block for use in future drawings Edit existing title blocks that are automatically placed on the drawing 408 Chapter 7: Introduction to Drawings . and views are all used to present information that meet typical drawing standards. Drawing Created Using Drawing Resources Objectives After completing this lesson.

Exclude from count: By default each sheet is counted and its number displayed in the title block. Orientation: Select a title block position option and the orientation of the sheet Portrait or Landscape. orientation. Name: Enter a sheet name or accept the default. Shortcut Menu Right-click on the sheet in the browser > Edit Sheet Edit Sheet Dialog Box The following options are available in the Edit Sheet dialog box. All Rights Reserved 409 . Height: Available only when Custom is selected in the Size drop-down list. Exclude from printing: Selecting this option will exclude the current sheet from printing when you select the All Sheets option in the Print Drawing dialog box. and title block position that you can edit. Copyright © 2004 Autodesk. enter a height for the sheet.Editing the Default Sheet When you create a new drawing. Procedure Access Method Use the following method to access the Edit Sheet tool. Size: Select a predefined sheet size or select the custom size option in the drop-down list. Width: Available only when Custom is selected in the Size drop-down list. enter a width for the sheet. Selecting this option will exclude the current sheet from the count and thereby not counted in the title block area showing the sheet number. it is created with one default sheet. Each sheet contains properties for size. Inc.

Process Overview The following steps represent an overview for editing the default sheet. right-click on the sheet and click Edit Sheet on the shortcut menu. 3.Editing the Default Sheet . 2. 1. Adjust the options as required in the Edit Sheet dialog box and click OK. In the drawing browser. The sheet in the graphics window and browser updates to reflect the new information. 410 Chapter 7: Introduction to Drawings .

is a Sheet Formats folder. Procedure A sheet format is defined for common sheet sizes. the Select Component dialog box will appear. You can expand this folder to expose predefined sheet formats to automatically create pre-defined drawing views. Double-click on a sheet format to create a new sheet using the pre-defined sheet size and views. The view scale is set to 1 and may require editing after placement. located under the drawing resources folder in the drawing browser. Each sheet format will consist of one view based upon a predefined orientation such as Front and other projected views. In the drop-down list you can select from the list of currently open Autodesk Inventor files. Copyright © 2004 Autodesk. Access Methods Use the following method to access pre-defined sheet formats. or use the Browse button to browse for the file. Drawing Browser Selecting the Component When you double-click on the sheet format. All Rights Reserved 411 .Using a Sheet Format for Sheet Layout Included in each new drawing. Inc. A new sheet is created with the predefined views of the selected file.

You can only view one sheet at a time. depending on the method chosen to create the new sheet. Procedure When you create a new sheet in the drawing. double-click on the sheet in the browser.Creating Multiple Sheets Although each new drawing is created with a single sheet. Access Methods Use the following methods to add new sheets to the drawing. Pull Down Menu Drawing Browser Keyboard Shortcut Insert > Sheet Right-click in a blank area and click New Sheet SHIFT + N 412 Chapter 7: Introduction to Drawings . To activate a sheet. you are not limited to the amount of sheets that can be included in a single drawing. you will either be presented with the New Sheet dialog box or the sheet size and properties will be duplicated from the current sheet. The latter result only occurs when creating a new sheet by right-clicking in the browser and selecting New Sheet on the shortcut menu. The image below represents multiple sheets in the browser.

enter a width for the sheet. either Portrait or Landscape. Height: Available only when Custom is selected in the Size drop-down list. Inc. enter a height for the sheet. All Rights Reserved 413 . Orientation: Select the appropriate orientation option. Width: Available only when Custom is selected in the Size drop-down list. Copyright © 2004 Autodesk. or click Custom to enter a custom sheet size.New Sheet Dialog Box The following options are available in the New Sheet dialog box. Size: Select a predefined sheet size from the drop-down list.

After you create the new sheet format. consider creating custom sheet formats. Access Methods Use the following method to access the Create Sheet Format tool. If the drawings you create utilize the same view configuration and sheet size. Procedure Custom sheet formats are stored in the current drawing. You can also define custom sheet formats that represent sheet sizes and view positions that are common to your drawings. sheet formats cannot be copied from another drawing using the Drawing Organizer. Save the current drawing as a template to have access to the sheet formats later. Drawing Browser 414 Chapter 7: Introduction to Drawings . it will appear in the Sheet Formats folder in the drawing browser.Creating Sheet Formats Each drawing contains predefined sheet formats that you can use to automatically create drawing views on a new sheet. Unlike Dimension Styles and Text Styles.

All Rights Reserved 415 . Copyright © 2004 Autodesk.Create Sheet Format Dialog Box Name: Enter a sheet format name and click OK.Process Overview The following steps represent an overview for creating sheet formats. 2. Create a drawing containing the sheet size and views common to other drawings that you create. 1. right-click on the sheet and select Create Sheet Format dialog box. Inc. In the browser. Creating Sheet Formats .

Double-click on the sheet format to use it to create new sheets. 4. Your custom sheet format will appear in the Sheet Formats folder in the browser.3. 416 Chapter 7: Introduction to Drawings . Enter a descriptive name in the Create Sheet Format dialog box and click OK.

Inc. When creating a new border. After you create the border geometry. expand the Drawing Resources and right-click on the Borders folder and click Define New Border on the shortcut menu. The default border is used on all new sheets and can resize dynamically when the sheet size is changed. If you decide to create a custom border. right-click in the graphics window and click Save Border on the shortcut menu. consider these two items. You can define a custom border for use on your drawings.Defining a Border Procedure • Each drawing you create will contain a Default Border item listed in the Borders folder in the drawing browser. • • • Use standard sketching tools to sketch the border geometry. All Rights Reserved 417 . To define a new border. you should create a new sheet based upon the size the new border will be designed to fit. Copyright © 2004 Autodesk. • • Custom borders do not resize automatically if the sheet size changes. • Enter a name in the Border dialog box and click OK.

Inserting a Border When you create a new drawing. After the border is deleted from the sheet. you must first delete the existing border from the sheet. or add a new sheet to the existing drawing.• To use the new border. 418 Chapter 7: Introduction to Drawings . it will automatically contain a border. To insert a different border. double-click on it in the browser. you can double-click on a border in the Borders folder or right-click on a border and click Insert Drawing Border.

while Prompted Entry fields are populated by prompting you for the values to use in the dialog box. Text between < > indicates a non-static text entity. the default title block definition displays standard sketch geometry and dimensions as well as different types of text. Copyright © 2004 Autodesk. Procedure To define a new title block. Use standard sketch tools to create the geometry and text features for the title block. or Author. The new title block will be displayed in the browser under the Title Blocks folder. Property fields are automatically populated based up file properties such as Part Number. All Rights Reserved 419 . therefore you should save the file containing the drawing as a template in order to have access to the custom title block later. In the image below. Double-click on the title block to use it on the sheet. some static text while others are property fields. You can include special text items such as Property fields or Prompted Entry fields in the title block. Inc.Defining a Title Block You can define custom title blocks for use in your drawings. Title blocks are stored within the current drawing. Enter a name for the new Title Block in the Title Block dialog box. After creating the geometry and text for the title block. right click in the graphics window and click Save Title Block on the shortcut menu. right-click on the Title Blocks folder and select Define New Border on the shortcut menu.

To insert a different title block. you can double-click on a title block in the Title Blocks folder or right-click on a Title Block and click Insert. or add a new sheet to the existing drawing. you must first delete the existing title block from the sheet. 420 Chapter 7: Introduction to Drawings .Inserting a Title Block When you create a new drawing. it will automatically contain a title block. After the title block is deleted from the sheet.

Access Methods Use the following methods to edit a title block.Editing Title Blocks Each drawing template will contain at least one default title block that will be placed on each new sheet in the drawing. All Rights Reserved 421 . Procedure Like other drawing resource items. In most cases the default title block will only require minimal modifications to include information required by your company. Browser Browser Copyright © 2004 Autodesk. Inc. title blocks are stored in the current drawing so save the drawing as a template in order to have access to the revised title block at a later date.

2. in order to include property fields or prompted entry items. In the browser. A new sheet containing the title block definition is displayed.Process Overview The following steps represent an overview for editing title blocks. right-click on the title block and select Edit Definition on the shortcut menu. use the Property Field tool on the Panel Bar. Editing Title Blocks . Format Field Text Dialog Box Select the appropriate property type based upon the text element you are creating. 1. For more information on these property types refer to the Autodesk Inventor software help system. Selecting this tool will display a different version of the Format Text dialog box as shown below.When you add text elements to the title block. 422 Chapter 7: Introduction to Drawings .

text. All Rights Reserved 423 . and property fields as required. 4. Right-click in the graphics window and click Save Title Block on the shortcut menu. 5. Changes to the title block definition are applied to the sheet and the title block definition in stored in drawing resources. Copyright © 2004 Autodesk.3. Add sketch geometry. Inc. Click Yes in the Save Edits dialog box.

2. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. you will use the features available in the drawing resources folder to perform common tasks in the drawing environment.Exercise: Drawing Resources In this exercise. click Exercise: Drawing Resources The completed exercise is shown in the following image. click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. Drawing Created Using Drawing Resources 424 Chapter 7: Introduction to Drawings . From the Main table of contents page.

Inc. All Rights Reserved 425 . Assembly Drawing with Projected Views Objectives After completing this lesson. manufacturing will require dimensioned drawings in order to build your design. In this lesson you learn how to create projected views of your part or assembly files. The first step in creating production drawings is to create the required orthographic and isometric views. you will be able to • • • Create a base view Create projected views from the base view Edit orthographic views and understand how other projected views may be affected Copyright © 2004 Autodesk.Projected Views Overview Overview Overview After you complete the 3D design of your part or assembly.

or presentation file is established. and style. scale. After you specify this information. the view is placed onto the sheet and an associative link between the drawing and the part. the view orientation. Access Method Use the following method to access the Base View tool. The base view establishes the original view orientation and scale where the latter projected views will be based. If the part geometry changes. assembly. those changes will reflect in the drawing.Creating a Base View You create a base view to begin creating orthographic views. Panel Bar 426 Chapter 7: Introduction to Drawings . you specify the file to be used for the view. The image below is a base view of a part placed in the drawing. Procedure When you create the base view.

Inc. Scale: Enter a scale or select a predefined scale on the flyout menu. or presentation file open. Show Scale: This option displays the scale on the sheet under the view. assembly. All Rights Reserved 427 . Copyright © 2004 Autodesk. this option makes the view associative to the design view. Orientation: Select the orientation for the base view.Hidden lines are displayed. it will be the default file listed.Drawing View Dialog Box File: Enter or browse for the file to create its view. Label: Enter a label for the view or accept the default view label. Style: Select the rendering style for the view: • Hidden Line . Change View Orientation: Select this icon to open the model's 3D viewing window. you select them in the drop-down list. Design View: Available only when you create a view of an Autodesk Inventor assembly. You select the Design View to use for the initial view creation. The view label is displayed in the drawing browser. This option is not available for default. You use it when you edit projected views. Show Label: This option displays the view label on the sheet under the view. You use standard view tools to define a custom view orientation. If you have a part. • Associative: When you create a view of an Assembly. Scale from Base: Not available when you create a base view. Move your cursor away from the dialog box to see a preview of the view before it is created. Weldment: Available only when creating a view of an Autodesk Inventor weldment assembly.user design views. The standard view orientations are based upon the origin planes of the file you select. If multiple files are open.

Process Overview The following steps represent an overview for creating a base view in the drawing.View is shaded using the same colors used in the assembly or part file Creating a Base View . click the Base View tool. scale. On the Panel Bar. 428 Chapter 7: Introduction to Drawings . 3. Enter or browse for the Autodesk Inventor file to create the view and adjust the options such as orientation. The base view is placed on the sheet according to the options specified. Shaded . 4.Hidden lines are removed. Left click on the sheet to place the view. Create a new drawing. 2.• • Hidden Line Removed . 1. and style.

When you create projected views. I you right-click on a view and select Create View > Projected. All view positions are previewed by a bounding box prior to the views being created. then position each projected view. and select create on the shortcut menu. It presents no options or dialog box. Procedure If you select the Projected View tool you must select the base view. Copyright © 2004 Autodesk. it will generate a right-side projection of the base view. it will generate an isometric view based upon the relative position from the base view. By default the following view properties are carried over from the base view: • • Scale Style (Orthographic Only) The following image represents a typical drawing with a base view and three projected views. Drafting Standards Projection Setting Note The description above is based upon a Third Angle projection setting in the Drafting Standards dialog box. the view orientation is automatically determined based upon its position on the sheet relative to the base view. right-click. All Rights Reserved 429 . then after the view positions have been placed. If you place the projected view to the right of the base view. First Angle projection method is also available. Inc. If you place the projected view at an angle from the base view.Creating Projected Views The Projected View tool enables you to create projected views from any existing view on the sheet. you drag the projected views to the desired position.

1. click the Projected View tool and select the base view.Panel Bar Shortcut Menu Create View > Projected Creating Projected Views . Move the cursor to the location of the projected view and left-click. 430 Chapter 7: Introduction to Drawings . On the Panel Bar. 2.Process Overview The following steps represent an overview for creating projected views. A bounding box of the view will appear at the placement location.

3. Inc. 4. Right-click in the graphics window and click Create on the shortcut menu. Continue to select positions on the sheet for projected views. 5. The projected views are created based upon the positions selected on the sheet. Copyright © 2004 Autodesk. All Rights Reserved 431 .

you can edit any option that is not greyed out. Depending on the type of view. different options are available for editing. If you change the scale factor on the base view. you can only change these properties if you clear the options Scale from Base and/or Style from Base. Drawing View Dialog . will update to reflect the new scale factor. you can change the Scale and Style properties. these properties are linked to the base view to ensure the same scale across views. Procedure When you edit a Base view. and the same rendering style. Shortcut Menu Right-click on a view and click Edit View. all projected views with the Scale from Base option selected. On a projected view. Base or Projected.Editing Projected Views After you create base and projected views. you can edit the view properties using the Drawing View dialog box.Editing a Base View 432 Chapter 7: Introduction to Drawings . however while editing a projected view. Editing a Base View While you edit a base view. Access Methods Use the following method to edit views.

Clear the check mark for the Scale from Base and Style from Base options to change the view scale or rendering style. Inc.Editing a Projected View While you edit a projected view. you can edit any option that is not greyed out. All Rights Reserved 433 . Drawing Dialog Box .Editing a Projected View Copyright © 2004 Autodesk.

click Exercise: Projected Views The completed exercise is shown in the following image. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Assembly Drawing with Projected Views 434 Chapter 7: Introduction to Drawings . From the Main table of contents page. you will create a new drawing and place a base view and three projected views on the sheet. 2.Exercise: Projected Views In this exercise. click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings.

important internal details are sometimes obscured by other features or parts. In this lesson you learn how to create section views of part and assembly drawings. Inc. are drawn with continuous lines with hatch patterns representing the section plane. Section views enable you to better visualize these important details by removing the parts or features that are obstructing the view. All Rights Reserved 435 . Features that were obstructed or displayed as hidden lines. you will be able to • • • Create section views in the drawing Create section views of the assembly in the drawing while controlling which parts are sectioned Edit section views by modifying the section line and editing the hatch pattern Copyright © 2004 Autodesk.Section Views Overview Overview Overview When you create drawings of parts and assemblies. Completed Section Views Objectives After completing this lesson.

Panel Bar Shortcut Menu Create View > Section 436 Chapter 7: Introduction to Drawings . After drawing the section line. you pick a side of the current view for the section view. The section view is generated based upon the direction of sight in relation to the view being sectioned. Procedure Access Methods Use the following methods to access the Section View tool. you must have at least one view on the drawing on which the section line is drawn.Creating Section Views You create section views with the Section View tool. In order to create a section view.

you can hold the CTRL key down to prevent constraints from being inferred. Style: Select a rendering style for the view. Scale: Enter a scale factor for the section view. Inc. and midpoints. You can constrain the sketch line to elements within the drawing view such as centers. Label: Enter a label for the section view. Visible: When selected the scale factor will be visible on the sheet. more difficult. Visible: When selected the view label will be visible on the sheet. This technique is the same used to prevent constraints from being inferred in the modeling environment. • • • Hidden Line Hidden Line Removed Shaded Section Lines and Constraints When you draw the section line. but can also make moving the section line later.Section View Dialog Box The following options are available in the Section View dialog box. Constraining the section line to elements in the drawing view assist you in accurate positioning of the section line. All Rights Reserved 437 . 2D constraints are being inferred the same as when sketching in the 3D modeling environment. When creating the section line. endpoints. Copyright © 2004 Autodesk.

Isometric Section View Tip You can use Projected View tool to project an isometric view from a section view the same way you would project a standard view. 438 Chapter 7: Introduction to Drawings .Follow the image sequence below to see the effect of constraints being inferred.

right-click in the graphics window and click Continue on the shortcut menu. After drawing the section line. Sketch the section line. 3. All Rights Reserved 439 . click the Section View tool and select the view to be sectioned. Copyright © 2004 Autodesk. 1. Inc. A red border will highlight the view.Process Overview The following steps represent an overview for creating section views. On the Panel Bar. 2. Note: You can draw the section line in one or more directions.Creating Section Views .

If necessary. 5. 440 Chapter 7: Introduction to Drawings .4. The section view is created. Drag the section view to one side of the view being sectioned. adjust the section view options in the Section View dialog box and select a point on the screen to section the view.

All Rights Reserved 441 . Controlling Component Sectioning When you create a section view of an assembly drawing view. By default. parts from the standard parts library are not sectioned. You can also control which parts are sectioned. Inc. This can be done in the graphics window or in the browser. you can control which components are sectioned by right-clicking on the view being sectioned and clicking Show Contents on the shortcut menu.Assembly Section Views When you create section views of assembly drawings. however you can manually turn on sectioning for standard parts. Copyright © 2004 Autodesk. each part in the assembly section view will be hatched with different properties for visual clarity as the section plane passes through each part. Procedure You create section views for assembly drawings using the same techniques as single part section views.

After the contents of the assembly are displayed in the drawing browser. Tip 442 Chapter 7: Introduction to Drawings . In order to prevent a component from being sectioned in the section view. you must turn off the section property on the view being sectioned. To prevent a part from being sectioned. clear the check mark next to the Section option. not the section view. right-clicking on the components will present options on the shortcut menu. Parts appearing with a gray icon indicate that the parts visibility is currently turned off.This results in the assembly and parts being listed under the view in the browser.

Edit the sketch used for the section line. Inc. All Rights Reserved 443 . You can apply/remove constraints. modify the sketch geometry. This can only be done on elements of the section line that are not constrained to drawing geometry. This will present the Drawing View dialog box enabling you to edit the view in the same way to would edit other projected views. Copyright © 2004 Autodesk. This will present the Sketch Panel Bar. it can be edited a number of ways. apply dimensions to the sketch geometry. • • Constraint Drag the section line. enabling you to edit the sketch geometry in the same way you would edit sketch geometry in the modeling environment. You can edit the section line by dragging elements of the section line to new positions.Editing Section Views After you create the section view. Procedure • Right-click on the view and click Edit View on the shortcut menu.

enabling you to change the hatch pattern properties. 444 Chapter 7: Introduction to Drawings . This will present the Modify Hatch Pattern dialog box.• Editing the hatch pattern. Right click on a hatch pattern in the section view.

click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. you will create section views of the assembly. 2. Inc. click Exercise: Section Views The completed exercise is shown in the following image.Exercise: Section Views In this exercise. From the Main table of contents page. After creating the section view. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. you will turn off sectioning for some components and edit the section by moving the section line and changing the hatch pattern applied to some components. All Rights Reserved 445 . Completed Section Views Copyright © 2004 Autodesk.

you magnify an area of the drawing while creating an associative link between the original view and the detail view. changes in the original view. you will be able to • • Create detail views to magnify areas of your drawing Edit detail views 446 Chapter 7: Introduction to Drawings . If the geometry being magnified. When you create a detail view. In this lesson you learn to create detail views. and apply dimensions that would otherwise be difficult to clearly show. those changes also reflect in the detail view.Detail Views Overview Overview Overview As you create 2D drawings for manufacturing. Drawing with Detail Views Objectives After completing this lesson. it may be necessary to magnify drawing areas to show small details.

just like other scaled views. Inc. the dimensions will reflect the actual geometry size. Procedure The resulting view is associated with the main view and any changes effecting geometry within the detail view will be automatically reflected in the detail view. Copyright © 2004 Autodesk. you drag the cursor away from the start point which will preview the detail view circle. All geometry contained within the detail view circle will be included in the detail view. when you place dimensions on geometry within the view. Although the view is scaled. Access Methods Use the following methods to access the Detail View tool. Panel Bar Shortcut Menu Create View > Detail Detail View Dialog Box The following options are available in the Detail View dialog box. All Rights Reserved 447 . The start point of the fence is the center of the detail view. After you select the start point. After you select the end point of the fence. you are prompted to select a location for the view. When you start the tool. you are prompted to select a view then select a start point of the fence. The detail view will be positioned on the sheet at the selected point and will be scaled and labeled according to the options specified in the Detail View dialog box.Creating Detail Views You use the Detail View tool to create detail views of an existing view in the drawing.

Select the view then select the center point of the detail view. click the Detail View tool. • • • Hidden Line Hidden Line Removed Shaded Creating Detail Views . With at least one view on the drawing. Scale: Enter a scale factor for the detail view.Label: Enter a label for the detail view. but do not click OK. Drag the detail view fence outwards and select a point that will include all required geometry within the fence circle and left click to designate the end point of the 448 Chapter 7: Introduction to Drawings . 2. In the Detail View dialog box. Clicking OK will end the tool without creating the view. adjust the options as required. Style: Select a rendering style for the view. 1. 3. Visible: When selected the view label will be visible on the sheet. on the Panel Bar. Visible: When selected the scale factor will be visible on the sheet.Process Overview The following steps represent an overview for creating detail views.

Inc. 4.fence circle. Copyright © 2004 Autodesk. Position the detail view as required and left-click to place the view. The detail view is created accordingly. All Rights Reserved 449 . 5.

If you select the detail view fence and label on the main view. enabling you to change the scale. Procedure You can also edit the detail view by editing the fence circle used to define the area of the detail view. and style options. the detail view has been moved to a different area as well as resized. 450 Chapter 7: Introduction to Drawings . In the image below. while selecting a grip point on the circle will enable you to change the size of the fence circle and thereby effect the area included in the detail view. label. The Drawing View dialog box is displayed. Movement of the label is restricted to be along the diameter of the circle. rightclick on the detail view and click Edit View on the shortcut menu. Click and drag on the label to place it in a new location along the detail fence circle. Selecting the center grip point will enable you to move the fence circle. It is also possible to edit the location of the view label located on the detail view circle. grip points will appear as shown in the image below.Editing Detail Views You can edit detail views in the same way you would edit other types of views.

2.Exercise: Detail Views In this exercise. Inc. click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. you create and edit detail views. Drawing with Detail Views Copyright © 2004 Autodesk. All Rights Reserved 451 . click Exercise: Detail Views The completed exercise is shown in the following image. From the Main table of contents page.

you will be able to: • • Create auxiliary views Edit and/or realign auxiliary views 452 Chapter 7: Introduction to Drawings . In this lesson you learn to create auxiliary views. Auxiliary views enable you to create additional views on the drawing that are projected at a perpendicular angle from the selected edge. This results in a view that is normal to the selected edge and therefore the features along that edge are represented correctly.Auxiliary Views Overview Overview Overview When you create drawings of parts some features on the geometry are positioned in a way that they cannot be accurately represented based upon the standard planes of projection. Drawing Containing Rotated Auxiliary Views Objectives After completing this lesson.

Procedure To resolve this situation. Inc. When this occurs. Access Methods Use the following methods to access the Auxiliary View tool. creating 2D views of these features results in the features not being displayed at an angle normal to the face or feature. This situation generally occurs when features on the part lie alone planes other than the standard XYZ planes on the part. Panel Bar Shortcut Menu Create View > Auxiliary Copyright © 2004 Autodesk. you may not be able to clearly dimension and/or represent the features. As a result of the feature orientation.Creating Auxiliary Views Occasionally a situation may arise in the drawing in which some features cannot be accurately represented by the standard projection planes. All Rights Reserved 453 . you can use the Auxiliary View tool to create drawing views that are projected and an angle that is perpendicular or parallel to the selected edge.

The Auxiliary View dialog box appears. 454 Chapter 7: Introduction to Drawings . on the Panel Bar. Visible: When selected the view label will be visible on the sheet.Process Overview The following steps represent an overview for creating auxiliary views. Adjust the options as required and select an edge in the view to base the auxiliary view on. 1. Scale: Enter a scale factor for the auxiliary view. • • • Hidden Line Hidden Line Removed Shaded Creating Auxiliary Views .Auxiliary View Dialog Box The following options are available in the Auxiliary View dialog. With at least one view on the sheet. Visible: When selected the scale factor will be visible on the sheet. click the Auxiliary View tool and select the view. Label: Enter a label for the auxiliary view. Style: Select a rendering style for the view. 2.

All Rights Reserved 455 . Copyright © 2004 Autodesk. The auxiliary view is created accordingly.Note: By default. 3. the scale value will be the same as the selected view. Drag the auxiliary view to the desired location and left-click to position the view. Inc. 4.

Editing Auxiliary Views After you create the auxiliary view it can be edited in different ways. In this lesson you learn how to break the view alignment and realign the auxiliary view. You can right-click on the view and select Edit View to use the Drawing View dialog box to make changes to the view just as you would other projected views. you are free to move the auxiliary view anywhere on the sheet. Note the appearance of the view direction lines with labels matching the view label. 3. You can right-click on the view and select Realign Auxiliary Views to reselect the edge used to define the auxiliary view direction. Procedure 1. 456 Chapter 7: Introduction to Drawings . By breaking the alignment of the view. You can now drag the auxiliary view to any location on the sheet. Right-click on the auxiliary view and click Alignment > Break on the shortcut menu. 1. Breaking the Auxiliary View Alignment One drawback to creating auxiliary views is that by restricting the view placement to be perpendicular or parallel to the selected edge. 2. finding a suitable placement on the sheet at these angles can sometimes be difficult. 2. The following steps represent an overview for breaking the view alignment of an auxiliary view. You can break the alignment of the view to position it differently on the sheet.

All Rights Reserved 457 . 1. Copyright © 2004 Autodesk. Inc. In most cases these dimensions and/or annotations will need to be repositioned. Select a different edge for the auxiliary view alignment. One benefit to using this method to realign the view is that dimensions and annotations associated with the view will move with the view as it is realigned. The following steps represent an overview for realigning an auxiliary view.Realigning the Auxiliary View It is possible to realign the auxiliary view by reselecting the edge originally used in defining the view direction. Right-click on the auxiliary view and click Realign auxiliary views on the shortcut menu. 2.

Reposition and/or delete the dimension and annotations as required. 4.3. Drag the auxiliary view to its new position and left-click to place the view. 458 Chapter 7: Introduction to Drawings .

All Rights Reserved 459 . 2. Drawing Containing Rotated Auxiliary Views Copyright © 2004 Autodesk. you will create and edit auxiliary views on the drawing.Exercise: Auxiliary Views In this exercise. From the Main table of contents page. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Inc. click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. click Exercise: Auxiliary Views The completed exercise is shown in the following image.

You can use broken views when areas of the view can be removed without sacrificing the display of part features. you will be able to • • Use the Broken View tool to shorten elongated views Edit a broken view by moving the grip points defining the break 460 Chapter 7: Introduction to Drawings . In this lesson you learn to create broken views. Drawing Containing Broken Views Objectives After completing this lesson.Broken Views Overview Overview Overview You use Broken views to shorten the view of elongated objects.

Inc. All Rights Reserved 461 . Copyright © 2004 Autodesk. Style: Select the break line style. If dimensions have been placed on the drawing. Procedure The image below represents a shift linkage rod displayed in a broken view format. After you create the view to be broken. The dimension value will always represent the actual length being dimensioned. the dimension lines will appear with a break symbol indicating the dimension is attached to a broken view. Gap: Enter a value for the gap between break lines on the sheet. Rectangular or Structural. Display: Use the Min. all parent or child views associated with the view being broken will also appear as broken views./Max. Note the appearance of the break lines and the break symbol on the dimension. you use the Broken View tool to break the view. Panel Bar Shortcut Menu Create View > Broken Broken View Dialog Box You can adjust the following options in the Broken View dialog box.Creating Broken Views You create broken views by creating a base or projected view. When you create a broken view. slider to adjust the display scale of the break lines.

Creating Broken Views . 3. 462 Chapter 7: Introduction to Drawings . select the first and second break points.Symbols: Available only when the Structural style is selected. Orientation: Click the desired orientation. With at least one view on the sheet. on the Panel Bar. The view is broken and the area removed. Adjust the options in the Broken View dialog box as required.Process Overview The following steps represent an overview for creating broken views. The area between these two points will be removed from the view. sets the number of structural break symbols along the break lines. 2. With the Broken View dialog box still open. Do NOT click OK. vertical or horizontal. 1. click the Broken View tool.

the break lines can be selected and will appear with a grip point at the center of the view as shown here. Labels. drag one break line over to the other side of the opposite break line. Inc. and Style. You can also edit the broken view using methods specific to broken views. All Rights Reserved 463 . You can also resize the break by clicking and dragging on the break lines. Procedure When you create a broken view. This has the effect of increasing or decreasing the area being removed by the break.Editing Broken Views After you create the broken view you can edit it like other views. To decrease the effective area of the view. You use the Edit View tool to change properties such as Scale. Copyright © 2004 Autodesk. Click and drag on the grip point to move the break to a new location.

Drawing Containing Broken Views 464 Chapter 7: Introduction to Drawings . click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. 2. click Exercise: Broken Views The completed exercise is shown in the following image. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. From the Main table of contents page.Exercise: Broken Views In this exercise. you create and edit broken views of the shifter linkage part.

Break Out Views Overview Overview Overview Sometimes section views remove too much information. All Rights Reserved 465 . Break Out views can help to alleviate this problem by limiting the section view to an area encompassed by a sketch boundary and sectioned to a specified depth. or prevent important features on the outside of the part from being ideally represented. you will be able to • • Create break out views to show internal part features Use different methods to edit a break out view Copyright © 2004 Autodesk. In this lesson you learn to create and edit break out views. you are cutting a window into the part or assembly to view features and/or parts that are obstructed by geometry. When you create a break out view. Drawing Containing Break Out Views Objectives After completing this lesson. Inc.

You can create sketches in the drawing the same way you create sketches in the modeling environment. But in the drawing environment you can place your sketch on the sheet. As an indication that the sketch is attached to the view. When you select the view it will appear with a green bounding box. the sketch must be attached to the drawing view. There are two methods for selecting the view prior to creating the sketch. Procedure To create break out views.Creating Break Out Views Before you create a break out view you must sketch a closed profile representing the area to be cut from the view. it will appear nested under the view in the browser. • • Select the view on the sheet. Select the view in the drawing browser. To do this you select the drawing view prior to selecting the Sketch tool on the Standard toolbar. or attach it to a drawing view. 466 Chapter 7: Introduction to Drawings .

click Return to exit the sketch. Copyright © 2004 Autodesk. on the Standard toolbar. Splines. Use standard sketching tools such as Lines. If only one closed profile exists. and Circles to create the closed profile. All Rights Reserved 467 . Inc. You can select a point in the current view or an adjacent projected or parent view.After you create the sketch you create a closed profile representing the area to be broken out from the view. From Point: Select a point to set the depth of the break out view. Access Methods Use the following methods to access the Break Out View tool. it will be automatically selected. Depth: Select the following options in the drop-down list. enter an offset value from the selected point. Panel Bar Shortcut Menu Create View > Break Out Break Out View Dialog Box The following options are available on the Break Out View dialog box. Boundary: Select the sketch to use as the boundary for the break out view. After you create the close profile. Optionally.

Tip 468 Chapter 7: Introduction to Drawings . Show Hidden Edges: Temporarily displays hidden lines on a view in which they are not shown. To Hole: Select a hole in the current or adjacent view to set the break out view depth. This enables you to select geometry that is hidden to set the view depth.To Sketch: Select a sketch line in an adjacent view to set the break out view depth. Isometric Break Out View You can project an isometric view of a break out view in the same way you project other isometric views. Through Part: When you create a break out view on an assembly. this option will break though the part in the area enclosed by the boundary.

right-click on the sketch used for the boundary to edit the sketch geometry. All Rights Reserved 469 . This will display the Break Out View dialog box enabling you to redefine how the view is created. aside from the standard Edit View option on the shortcut menu.Editing Break Out Views After you create the break out view. Copyright © 2004 Autodesk. Edit Sketch: In the browser. Procedure Edit Definition: Right-click on the Break Out View in the browser and click Edit Definition on the shortcut menu. you can edit the break out view using two additional methods that are unique to break out views. Inc.

2. you will edit the break out view. From the Main table of contents page. After creating the views. click Exercise: Break Out Views The completed exercise is shown in the following image. Drawing Containing Break Out Views 470 Chapter 7: Introduction to Drawings . click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. you create a break out view of the part and then project an isometric view of the break out view.Exercise: Break Out Views In this exercise.

you will be able to • • • • Use the different methods available to align drawing views Delete a drawing view from the sheet Copy a view from one sheet to another Move views in the drawing from one sheet to another Copyright © 2004 Autodesk. In this lesson you learn to manage drawing views and sections. As you begin to apply dimensions and other annotations to the drawing. Drawing Containing Typical Views Objectives After completing this lesson. in some cases copied as well as deleted.Managing Views and Sections Overview Overview Overview As you create drawing it is often difficult to know exactly how many sheets will be required and exactly what the best position of the views will be. It is important you become proficient with managing your drawing views. often times the views need to be moved. Inc. All Rights Reserved 471 .

Vertical . Click the parent view for the alignment. Aligning Views Horizontally 1.Aligning Views As you create drawing views they automatically align to the parent view from which they were projected. right-click on the view to be aligned and click Alignment > Horizontal on the shortcut menu. To realign the two views horizontally. Procedure There are four options related to aligning drawing views.Aligns views In Position.Aligns views horizontally. In Position . • • • • Horizontal .Aligns views vertically. The Horizontal alignment option will align the selected view horizontally with another view on the sheet. enabling you to move the view in any direction. 472 Chapter 7: Introduction to Drawings . In the following example the alignment between the two views has been broken.Breaks the alignment between views. 2. but there may be times when you need to change the alignment of drawing views to make better use of the available area on the sheet. Break .

To realign the two views vertically. The horizontal view alignment is established. All Rights Reserved 473 . Copyright © 2004 Autodesk. right-click on the view to be aligned and click Alignment > Vertical on the shortcut menu. In the following example the alignment between the two views has been broken. The Vertical alignment option will align the selected view vertically with another view on the sheet.3. 2. Aligning Views Vertically 1. Inc. Click the parent view for the alignment.

In Position Alignment 1. right-click on the view to be aligned and click Alignment > In Position on the shortcut menu.3. In the following example the alignment between the two views has been broken. 474 Chapter 7: Introduction to Drawings . The In Position alignment option will align the selected view based upon an axis that is neither vertical or horizontal. To realign the two views in position. The vertical view alignment is established.

The In Position view alignment is established. Inc.2. Copyright © 2004 Autodesk. 3. Click the parent view for the alignment. All Rights Reserved 475 .

476 Chapter 7: Introduction to Drawings .Deleting a View You can delete views from the sheet by right-clicking on View on the sheet or in the browser. Expand the Delete View dialog box and click the Yes/ No field in the Delete column. you will be prompted to confirm the deletion of any existing dependent views. and clicking Delete on the shortcut menu. Procedure If you select a parent view for deletion.

The view is copied onto the other sheet and appears in the browser with a new view name.Copy Views between Sheets You can copy a view from one sheet to another by right-clicking on the view and clicking Copy on the shortcut menu. Inc. Procedure Double-click on the destination sheet and right-click on the sheet and click Paste on the shortcut menu. Copyright © 2004 Autodesk. All Rights Reserved 477 .

Look for the position indicator showing the position of the view in the browser. The selected view and all associated annotation is moved to the destination sheet. 478 Chapter 7: Introduction to Drawings . Parent or dependent views of the moved view appear with shortcut icons with each view name indicating the sheet on which they are placed. Procedure 1. In the browser. The destination sheet is automatically activated. to activate the sheet of the selected view. You can right-click on the views with shortcut icons and click Go To on the shortcut menu.Moving Views between Sheets You can move a view from one sheet to another by dragging the view in the drawing browser. Note the change in appearance of the moved view in the browser. 2. click and drag on the view being moved to the destination sheet.

Drawing Containing Typical Views Copyright © 2004 Autodesk. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. Inc. deleting. you will manage the drawing views by aligning. copying and moving views. All Rights Reserved 479 . From the Main table of contents page. click Exercise: Managing Views and Sections The completed exercise is shown in the following image.Exercise: Managing Views and Sections In this exercise. 2. click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings.

you will be able to • • Retrieve model dimensions for use in the drawing and understand the effect of editing these dimensions in the drawing Place dimensions on the drawing using different dimensioning tools 480 Chapter 7: Introduction to Drawings . After you place the drawing views. There are several different ways to place dimensions on the drawing. In this lesson you learn how to utilize model dimensions in the drawing and how to place general dimensions. one of the first things you will do is begin to place the dimensions required to manufacture the part. Drawing Containing Dimensions Objectives After completing this lesson.Dimensioning a Drawing View Overview Overview Overview A requirement common to all drawings are dimensions.

Retrieving Model Dimensions When you create your 3D model. you should utilize these dimensions on the drawing. When possible. You can do this on both part and assembly drawing views. All Rights Reserved 481 . Procedure The Retrieve Dimensions tool enables you to retrieve dimensions from the model for use in the drawing. Inc. Only those dimensions that are selected will be retrieved. Select Source: Select Features: Select this option to retrieve dimensions from selected features. You can only retrieve those dimensions that were created on the same plane as the selected view. When you retrieve model dimensions. Select View: Select the view to retrieve the model dimension into. Copyright © 2004 Autodesk. Only required when you start the Retrieve Dimensions tool from the Panel Bar. you can select the dimensions that you want to retrieve while leaving others off. you place parametric dimensions on sketches and features. Access Methods Use the following methods to access the Retrieve Dimensions tool. Select Dimensions: Select the dimensions in the drawing view to retrieve. you select a view for the dimensions. Select Parts: Select this option to retrieve dimensions from the entire part. When you start the tool. Panel Bar Shortcut Menu Right-click on a view and select > Retrieve Dimensions Retrieve Dimensions Dialog Box The following options are available on the Retrieve Dimensions dialog box.

2. On the Drawing Annotation Panel Bar.Process Overview The following steps represent an overview for retrieving model dimensions into the view. 1. click the Retrieve Dimension tool and select the view to retrieve dimensions into. 482 Chapter 7: Introduction to Drawings . Select the Part or Features to retrieve dimensions from.Retrieving Model Dimension .

Only those dimensions that are selected here will be retrieved and placed in the view. 4. Click and drag on the dimension value to adjust the dimensions position.3. Editing Model Dimensions After retrieving the model dimensions you may be required to edit the dimension's position. Inc. Copyright © 2004 Autodesk. The image below shows the dimensions in the positions in which they were retrieved. Click OK to retrieve the dimensions and close the dialog box. Click the Select Dimensions button and select the dimensions in the graphics window to retrieve. All Rights Reserved 483 .

484 Chapter 7: Introduction to Drawings . Editing a hole dimension will present the following dialog box. Changing Model Dimension Values If enabled during installation. you have the option of editing model dimensions while in the drawing environment. Right-click on a model dimension in the drawing and select Edit Model Dimension on the shortcut menu. This will present the same Edit Dimension dialog box as presented in the modeling environment. Options available in the Hole Dimensions dialog box are based upon the options used when creating the hole feature.Represented below is the same area of the drawing after dragging the dimensions to new locations.

the geometry will update and the new value is reflected in the retrieved dimension. Constraints will be re-evaluated and the geometry will update in the 3D model and drawing to reflect the new value. All Rights Reserved 485 . Proceed with Caution! Note When you edit model dimensions in the drawing. Changing the dimension in the drawing environment will have the same effect as changing the dimension in the modeling environment. it is important to clarify that you are indeed changing the parametric dimension of the model. Copyright © 2004 Autodesk.After changing the dimension value. Inc.

diameter. on the Panel Bar.Process Overview The following steps represent an overview to placing different types of dimensions in the drawing environment. Access Methods Use the following methods to access the General Dimension tool. radius. Place the dimension or select another line or point to dimension to. These dimensions are associative and will update to reflect correct values if changes occur on the geometry where they were applied. 1. the dimensions are nonparametric and do not control geometry size as in the modeling environment. Panel Bar Keyboard Shortcut D Placing Dimensions . 2. horizontal. Autodesk Inventor will place the correct type of dimension based upon the geometry selected. and aligned. To place a linear type dimension. vertical. 486 Chapter 7: Introduction to Drawings .Placing Dimensions You place dimensions on the drawing using the same tool you use in the modeling environment. Procedure You use the same dimension tool for all types of general dimensions. click the General Dimension and select a line or point being dimensioned. When you place dimensions in the drawing.

To place a radial or diameter dimension. right-click and select Dimension Type > Click Type of Dimension. Position the dimension on the sheet. To dimension to an apparent intersection. 7. 6. then right-click Copyright © 2004 Autodesk. you are currently at the default offset spacing for the dimension. To change the dimension type. All Rights Reserved 487 . select a circular feature. 5. Use this dotted preview to space your dimensions uniformly on the sheet. Inc.3. When the dimension preview is dotted. 4. select a linear element. before placing the dimension. Place the dimension on the sheet.

Extension lines to the apparent intersection are 488 Chapter 7: Introduction to Drawings . 8. Select the endpoint or another element to end the dimension. Place the dimension on the sheet.and select Intersection on the shortcut menu. Select the next linear element to calculate the apparent intersection. 9. 10.

Right-click on the dimension and click Text on the shortcut menu. you can edit the text to add text to the dimension. Inc. Copyright © 2004 Autodesk. User placed text can be entered before or after the dimension value placeholder. Editing Dimension Text When you place dimensions on the drawing. The dimension value is indicated by <<>> characters and cannot be deleted. This will present the Format Text dialog box. All Rights Reserved 489 .automatically added.

Exercise: Dimensioning a Drawing View In this exercise. click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. Drawing Containing Dimensions 490 Chapter 7: Introduction to Drawings . From the Main table of contents page. click Exercise: Dimensioning a Drawing View The completed exercise is shown in the following image. you will retrieve model dimensions into the drawing and use the General Dimension tool to add dimensions to different views. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. 2.

you will be able to • • • • • Use hole tables to annotate holes Annotate centerlines and centermarks using both manual and automatic methods Create note and leader based annotation to the drawing Add a parts list to the drawing to further annotate the assembly Add balloons to parts in the assembly drawing Copyright © 2004 Autodesk. you will typically have other annotation requirements such as parts lists and balloons. Inc. All Rights Reserved 491 . Drawing Containing Typical Annotation Elements Objectives After completing this lesson. When documenting an assembly.General Annotation Placement Overview Overview Overview Annotating a typical drawing generally consists of more than just adding dimensions to features. In this lesson you learn to use additional annotation tools such as part lists and balloons when documenting your assembly.

which are placed next to each hole. Although the use of each of these tools will result in a Hole Table. Access Methods Use the following methods to access the Hole Table tools.Selection . you can also use Hole Tables to annotate the location and size of holes in a drawing view.Creates a Hole Table of only those holes that are identical to the selected hole. there are three main elements: (a) Hole Tags. Panel Bar 492 Chapter 7: Introduction to Drawings . When you place a hole table on your drawing. Hole Table .0 location from which the hole locations are measured. The image below represents an example of a drawing view containing a series of holes. and Size of each hole.Creates a Hole Table based upon all holes in the view.View .Annotating Holes Aside from standard dimensions to annotate hole placement.Creates a Hole Table based upon the holes you select. (b) the Hole Table containing a row for each hole including the Hole Tag. Procedure Three different versions of the Hole Table tool are available: • • • Hole Table . Hole Position. Hole Table . and (c) the Origin Indicator which identifies the 0. each version of the tool enables you to select the holes to include using a different method.Selected Type . accompanied by a typical hole table.

Select the holes to include in the table. Copyright © 2004 Autodesk. Then position the hole table on the sheet. Position the origin indicator within the view allowing a coincident constraint to be inferred. On the Panel Bar.Selection tool and select the view containing the holes to include in the table. 3. 4. All Rights Reserved 493 .Hole Table .Selection Tool . 2. Right-click in the graphics window and click Create.Selection tool. Inc. You can select the holes individually or by dragging a selection window around the holes to include. 1. click the Hole Table .Process Overview The following steps represent an overview for creating a hole table using the Hole Table .

5. 3.View tool. On the Panel Bar. 1.View Tool . The Hole Table and Tags appear on the drawing. Position the Hole Table on the sheet. 494 Chapter 7: Introduction to Drawings . Position the origin indicator within the view allowing a coincident constraint to be inferred.View tool and select the view containing the holes to include in the table. It is not necessary to select the holes as all holes in the view will be included in the Hole Table. click the Hole Table .Process Overview The following steps represent an overview for creating a hole table with the Hole Table . 2. Hole Table .

The Hole Table and Tags appear on the sheet. Hole Table . All Rights Reserved 495 .Selected Type tool.4. 3.Selected Type tool and select the view containing the holes to be included in the hole table. 2. Select one hole of each type you want to include in the hole table. Position the origin indicator within the view allowing a coincident constraint to be inferred. Right-click and select Create on the shortcut menu. then position the hole table on Copyright © 2004 Autodesk. Inc. 4.Selected Type . click the Hole Table . On the Panel Bar. 1.Process Overview The following steps represent an overview for creating a hole table using the Hole Table .

right-click on the row you would like to split and click Table > Split 496 Chapter 7: Introduction to Drawings . you can edit the table in a number of different ways. 5. To split the hole table.the sheet. Right-click on the hole table to reveal several different options to edit the appearance and information contained within the table. Editing Hole Tables After you create the hole table. Only the holes matching the type of hole selected are included in the hole table.

The table is split into two and can be moved to a different location. All Rights Reserved 497 . Selecting Remove will remove the hole in the selected row from the Hole Table. Selecting Add will enable you to select another hole previously not included in the table and add it to the list. Copyright © 2004 Autodesk. right-click on the hole table and click Row > Add or Remove. Inc. To add or remove holes from the table.

498 Chapter 7: Introduction to Drawings . Hide All Tags .Controls the visibility of the selected tag.Hides all Tags Show All Tags . Options .Controls the visibility of the origin indicator Tag .You can control the visibility of hole table elements by right-clicking on the hole table and selecting Visibility > • • • • Origin .Presents the Edit Hole Table dialog box.Shows all Tags Right-click on the hole table and select Edit > • • Edit Tag . See below for more information.Enables you to edit the text used for the hole tag. The tag will change in the table and in the drawing view.

Move Up/Move Down: Adjust the order of the selected properties. You cannot delete a default column New Field: Select to create a custom column that you can use to add data to the hole table.Edit Hole Table Dialog Box The following options are available in the Edit Hole Table dialog box. Select the inside or outside button to set properties for each. Remove properties by selecting the property in the Selected Properties list and clicking Remove. Line Weight: Enter line weights and colors for the table. Title Position: Select a title position of Top. Selected Properties: Lists the currently selected properties appearing as columns in the table. Combine Notes: This option combines the notes cells for identical holes. The position in the list represents the order of columns in the table left to right. Copyright © 2004 Autodesk. All Rights Reserved 499 . Available Properties: Select the available properties to include in the list by selecting the property and clicking the Add button. or None. Only the first hole of each hole type is listed in the table. Bottom. Delete: Select to delete a custom column. Inc. Numbering: This option replaces the alphanumeric tags with sequential hole numbers. Rollup: This option combines the hole's table rows of the same type in the hole table.

Panel Bar Shortcut Menu Right-click on a view and select Automated Centerlines Placing Centerlines and Center Marks Automatically You can place centerlines and centermarks automatically in a view by using the Automated Centerline tool. Right-click on a view and select Automated Centerlines from the shortcut menu. Only the features matching the type(s) selected and meeting the threshold settings will receive automatic centerlines. 500 Chapter 7: Introduction to Drawings . You can place these annotations manually using the different tools available or place them automatically using the Automated Centerline tool.Annotating Centerlines and Center Marks Several tools are available to annotate your drawing with centerlines and centermarks. Procedure Access Methods Use the following methods to access centerline and centermark tools. The Centerline Settings dialog box enables you to set various criteria for the automated centerlines.

Inc. click Document Settings. Circular Edges: Set the minimum and maximum thresholds for circular edges to receive automatic centerlines. Copyright © 2004 Autodesk. Note: These settings can also be set in the Document Settings for the drawing. then click the Drawing Tab and select the Automated Centerline Settings button. Setting these options in the Document Settings will store the settings in the drawing or template. On the Tools menu. Threshold: • • • Fillet: Set the minimum and maximum thresholds for fillets to receive automatic centerlines.Centerline Settings Apply To: Select the types of features you would like to automatically apply centerlines or centermarks Projection: Select the view projection. Precision: Set the precision to be used when analyzing the features against the threshold values. All Rights Reserved 501 . alleviating the task of having to set these options each time.

502 Chapter 7: Introduction to Drawings . Adjust the feature type and threshold options and click OK. Right-click on the drawing view and click Automated Centerlines. The automatic centerlines are applied to features matching the selected type and threshold settings. 3.Creating Automatic Centerlines . 2. 1.Process Overview The following steps represent an overview for applying centerlines automatically to a drawing view.

click the Center Mark tool. All Rights Reserved 503 . 3. 4. On the Panel Bar. Select a circular shape or feature. 1.Process Overview The following steps represent an overview for using the Center Mark tool. The center mark is added to the drawing view. 2. Continue selecting circular features or right-click and select Done. Inc.Using the Center Mark Tool . Copyright © 2004 Autodesk.

Select the next edge for the centerline to pass through. The midpoint of the edge is automatically calculated. 3. click the Centerline tool and select an edge.Process Overview The following steps represent an overview for using the Centerline tool to add centerlines to your drawing view. On the Panel Bar. Again the midpoint of the edge is automatically calculated. 504 Chapter 7: Introduction to Drawings . 1. Right-click in the graphics window and click Create on the shortcut menu. 2.Using the Centerline Tool . Then centerline is created passing through the midpoint of each selected edge.

Using the Centerline Bisector Tool .Process Overview The following steps represent an overview for using the Centerline Bisector tool to add centerlines to your drawing views. The centerline is calculated and drawn by bisecting the angle of the two edges selected. 3. Select the second edge. click the Centerline Bisector tool and select the first edge to bisect. Copyright © 2004 Autodesk. 1. On the Panel Bar. All Rights Reserved 505 . 2. Inc.

the circular centerline will appear. Click the location representing the center of the pattern. then right-click and select Create on the shortcut menu. On the Panel Bar. As soon as you select two features. Select the features of the pattern.Process Overview The following steps represent an overview for using the Centered Pattern tool to place centerlines on your drawing view. 4. 3. 2. Continue selecting features as required. 506 Chapter 7: Introduction to Drawings . 1.Using the Centered Pattern Tool . click the Centered Pattern tool.

The leaders are associative to the view and will move if the view moves. Component: Optional . Inc. Format Text Dialog Box The following options are available in the Format Text dialog box. Procedure Access Methods Use the following methods to access the Text and Leader Text tools. Text Format: Adjust the text formatting options such as justification. color.Select the component to be used for parameters. the Leader Text tool attaches a leader with text to the geometry within the view. Panel Bar Panel Bar Common to both the Text and Leader Text tools. and width as required. Style: Select a text style for the text or accept the default text style listed. All Rights Reserved 507 . While you use the Text tool to place paragraph style text on the sheet.Notes and Leaders You use the Text and Leader Text tools to add notes and leaders to the drawing views. Copyright © 2004 Autodesk. use the Format Text dialog box to add text to your drawing.

Source: Optional - Select Model Parameters or User Parameters. Parameter: Optional - Select the parameter to use in the text. Precision: Optional - Enter a precision for the parameter value. d0 Button: Optional - Click to add the selected parameter to the text window. Text Font: Select a font from the drop-down list. Height: Enter or select a text height. If you enter a text height once, it will be available in the list for future text in this drawing. Symbols Flyout: Select a special symbol to insert into the text.

Adding Text - Process Overview
The following steps represent an overview for adding text to the drawing. 1. On the Panel Bar, click the Text tool and click and drag the rectangle text boundary.

2.

In the Format Text dialog box, enter the text, adjust options as required and click OK.

Adding Leader Text - Process Overview
The following steps represent an overview for adding leader text to your drawing.

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1.

On the Panel Bar, click the Leader Text tool then select a start point and second point for the leader.

2.

Right-click in the graphics window and click Continue on the shortcut menu.

3.

Enter the text for the leader and click OK.

4.

The leader text is attached to the drawing geometry.

Copyright © 2004 Autodesk, Inc. All Rights Reserved

509

Editing Text
Right-click on a text object to access text editing options.

Text Shortcut Menu

Edit Text: Displays the Format Text dialog box. Rotate 90 CW: Rotates the selected text 90 degrees clockwise. Rotate 90 CCW: Rotates the selected text 90 degrees counter clockwise.

Editing Leader Text
Right-click on a leader text object to access the text editing options.

Leader Text Shortcut Menu Options

Edit Leader Text: Displays the Format Text dialog box. Edit Arrowhead: Displays the Change Arrowhead dialog box. In the drop-down list, select a different arrowhead. Add Vertex / Leader: Select to add a vertex to the leader. Delete Leader: Select this option to delete the leader.

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Parts Lists
You use Parts lists to annotate an assembly drawing by creating a table of parts included in the drawing. When you create a parts list you must first select a view. The parts list is based upon components in the selected view.
Procedure

Access Methods
Using the following method to access the Parts List tool. Panel Bar

The first time you create a parts list or balloon on the drawing you are presented with the Parts List - Item Numbering dialog box. The options in this dialog box enable you to control which components appear in the Parts List and how they are numbered. The options you choose apply to all parts lists and balloons in the drawing. The options in this dialog box are only set once in the current drawing, unless all balloons and parts lists are deleted.

Parts List - Item Numbering Dialog Box

The following options are available and can be edited. First-Level Components: This option numbers all first-level parts and subassemblies. You can display parts residing within a subassembly in the parts list and their numbers will be prefixed with the number of the item number of the subassembly. For example, if a subassembly in the parts list has an item number of 2, the parts residing within the parts list will be numbered 2.1, 2.2, and 2.3. Only Parts: This option numbers all first-level parts and parts within subassemblies, using standard item numbers. Subassemblies will not be listed or numbered in the parts list table.
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All: When selected, all parts in the assembly are numbered and listed. Not applicable or available when ballooning. Items: Only available when the Only Parts level option is chosen, enter a range of parts to include in the parts list. Valid syntax is as follows: Not applicable or available when ballooning. • Entering 1-4,6,8,10 - would list items 1-4 and items 6, 8, and 10 in the assembly.

Table Wrapping: The following section is not available when ballooning. Number of Sections: Enter the number of sections to wrap the table. For example, if you enter 2, a 10 part list will be wrapped into two columns with 5 rows each. Direction to Wrap Table: Select the direction to wrap the table, left or right.

Creating a Parts List - Process Overview
The following steps represent an overview for adding a parts list to your drawing. 1. On the Panel Bar, click the Parts List tool and select a drawing view.

2.

Adjust the options in the Parts-List - Item Numbering dialog box as required and click OK.

3.

Left-click to position the parts list on the drawing.

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4.

The parts list appears on the drawing.

Editing Parts Lists
After you create the parts list you can edit it to add/remove columns, merge rows, expand the display of subassemblies, and change other properties that control the display and content of the parts list. To edit a parts list, right-click on the parts list and select Edit Parts List on the shortcut menu.

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The Edit Parts List dialog box enables you to modify several different properties of the parts list. For more information on editing a parts list, refer to the Autodesk Inventor Help system.

Edit Parts List Dialog Box

To add a column to the parts list, click the Column Chooser button. This will display the Parts List Column Chooser dialog box. Select from the available properties and click the ADD button to add the property to the selected property list.

Click OK to exit each dialog box. The new column will appear in the parts list on the drawing.

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Updating the Parts List
If changes occur in the assembly model being referenced by the parts list, the parts list may not automatically update. If the parts list requires an update, it is indicated by a red lightning bolt next to the parts list in the drawing browser. Right-click on the parts list in the browser or graphics window and click Update on the shortcut menu.

Note: Updating the parts list will remove any information manually input into the parts list columns or cells that have not been frozen. To protect a cell from being overwritten, in the Edit Parts List dialog box, right-click on the cell and select Freeze Value on the shortcut menu.

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Placing Balloons
You place balloons on assembly drawings to identify parts in the drawing and relate them to rows in the parts list. When you place a balloon on a part, the item number of the part will appear in the balloon. This item number is the same item number used in the parts list.
Procedure

Balloons and parts lists are associative. If an item number in the parts list changes, the change will also be reflected in the balloon. This associativity is unidirectional only. If you override the item number in the balloon, the new value is not reflected in the parts list.

Access Methods
Use the following methods to access the Balloon and Balloon All tools. Panel Bar

Keyboard Shortcut

B

The first time you create a parts list or balloon on the drawing you are presented with the Parts List - Item Numbering dialog box. The options in this dialog box enable you to control which components appear in the Parts List and how they are numbered. The options you choose apply to all parts lists and balloons in the drawing. The options in this dialog box are only set once in the current drawing, unless all balloons and parts lists are deleted.

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Parts List - Item Numbering Dialog Box

The following options are available and can be edited. First-Level Components: This option numbers all first-level parts and subassemblies. You can display parts residing within a subassembly in the parts list and their numbers will be prefixed with the number of the item number of the subassembly. For example, if a subassembly in the parts list has an item number of 2, the parts residing within the parts list will be numbered 2.1, 2.2, and 2.3. Only Parts: This option numbers all first-level parts and parts within subassemblies, using standard item numbers. Subassemblies will not be listed or numbered in the parts list table. All: When selected, all parts in the assembly are numbered and listed. Not applicable or available when ballooning. Items: Only available when the Only Parts level option is chosen, enter a range of parts to include in the parts list. Valid syntax is as follows: Not applicable or available when ballooning. • Entering 1-4,6,8,10 - would list items 1-4 and items 6, 8, and 10 in the assembly.

Table Wrapping: The following section is not available when ballooning. Number of Sections: Enter the number of sections to wrap the table. For example, if you enter 2, a 10 part list will be wrapped into two columns with 5 rows each. Direction to Wrap Table: Select the direction to wrap the table, left or right.

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and there is no parts list in the drawing. Left-click to position the balloon then.Placing Individual Balloons . Right-click in the graphics window and click Done when completed. 2.Item Numbering dialog box will appear. click the Balloon tool and select a component in the drawing view. 518 Chapter 7: Introduction to Drawings . On the Panel Bar. Continue selecting component and placing balloons as required. 1. If this is the first balloon. the Parts List .Process Overview The following steps represent an overview for placing individual balloons on your drawing. right-click and select Continue on the shortcut menu. Adjust the options as required and click OK. 3.

click the Balloon All tool and select a drawing view. Note: Balloons are only placed on the first occurrence of each part.Item Numbering dialog box will appear. Inc. You will also have to manually adjust the position of the balloons. Click and drag on each balloon to reposition them as required. Adjust the options as required and click OK. 2. 1.Placing Balloons Using the Balloon All Tool . All Rights Reserved 519 . On the Panel Bar.Process Overview The following steps represent an overview for using the Balloon All tool to balloon all components in the drawing view at once. the Parts List . If there is no parts list in the drawing. The balloons are automatically applied to the assembly components. 3. Copyright © 2004 Autodesk.

you can select a sketched symbol to use for the balloon. 520 Chapter 7: Introduction to Drawings . Symbols: If your drawing contains sketched symbols. as well as override the balloon value. select the cell and click OK Click the Item cell to use the original item number in the balloon. To use the override value. Balloon Value: Enter an override value in the override column.Editing Balloons After you place the balloons on the sheet. Note: If you override the balloon value. Balloon Type: Clear this option in order to select a different balloon type. you can edit them by right-clicking on the balloon and selecting Edit Balloon on the shortcut menu. The Edit Balloon dialog box enables you to change the balloon type. the new value is not reflected in the Parts List.

click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. click Exercise: General Annotation Placement The completed exercise is shown in the following image. Inc. From the Main table of contents page. Drawing Containing Typical Annotation Elements Copyright © 2004 Autodesk. Print Exercise Reference To navigate to the exercise in the Electronic Student Workbook: 1. leaders. 2.Exercise: General Annotation Placement In this exercise. notes. All Rights Reserved 521 . you open the drawing file and use the tools learned in this lesson to annotate the drawing with centerlines. parts lists and balloons.

2. From the Main table of contents page. To navigate to the exercise in the Electronic Student Workbook: 1. click Challenge Exercise: Introduction to Drawings The completed exercise is shown in the following image. You will edit the drawing by modifying or creating views. Challenge Exercise Drawing 522 Chapter 7: Introduction to Drawings . drawing standards. annotation. click Chapter 7: Introduction to Drawings From the table of contents for Chapter 7: Introduction to Drawings. title blocks.Challenge Exercise: Introduction to Drawings Challenge Exercise: Introduction to Drawings Print Exercise Reference In this exercise. you will open a drawing and assume this drawing must meet your own company standards. dimensions styles and any other properties that would be required to complete the drawing to your company's standards.

How to create and edit auxiliary views. Inc. How to create sketch geometry representing the section path and how to project isometric section views. How to save text and dimension styles within a drawing template for later use. area effected. How to create and use text styles and dimension styles. How to create and edit broken views on your sheet. How to retrieve model dimensions for use in the drawing. • • • • • • • • Copyright © 2004 Autodesk. You also learned how the available options in the Broken View dialog box can effect the view as it is created. How to create and edit base views and projected views. and annotation associated with the detail view. How to perform several functions related to managing drawing resources.Chapter Summary Summary You learned the following in this chapter: Summary • • • • • • • • • How to create and utilize drafting standards. You also learned how to edit these views by changing the scale. How to create and edit Break Out views. How to delete drawing views and copy and/or move views from one sheet to another in the current drawing. How to place additional reference dimensions on the sheet. How to magnify a specific area on your drawing by creating detail views. How to manage drawing views and sections by adjusting the alignment options as required. You learned about the options available in the Break Out View dialog box and how to use these options to generate the required view. The options available in the Drawing View dialog box and how they effect the drawing views when you create them. How to create section views of parts and assemblies. How to apply different types of annotation objects to your drawing. All Rights Reserved 523 .

524 Chapter 7: Introduction to Drawings .

Project Exercise Review the goals and images of the drawings that follow. You can find guidelines to aid in completing the models for the drawing files using the Electronic Student Workbook. click Overview Review the goals for the exercise and use the navigation buttons in the Electronic Student Workbook to work through the exercises. Create 2D documentation on a created assembly file. you will be able to. • Create an assembly based on parameters defined in a 2D drawing.. 2. click Chapter 8: Project Exercise From the table of contents for Chapter 8: Project Exercise. In this chapter After completing this chapter. Create and assemble a number of parts based on parameters defined in 2D drawings. • • • . Create a presentation file that documents assembly instructions for a completed assembly. From the Main table of contents page. 3.. To navigate to the exercises in the Electronic Student Workbook: 1.

and generate a drawing of the assembly showing part interaction. The approach shown here is intended to illustrate the use of Autodesk Inventor software for modeling. The approach outlined in this exercise is not the only way to approach the design of this Irrigation Control Unit. After you model and detail each part. assembly instructions. It incorporates the design and documentation of seven separate parts and an assembly of 14 components. You will design each part of the Irrigation Control Unit (ICU) from scratch. analyzing. perform interference detection. During this process you assembly the parts you design. you create the assembly model for the ICU. Completed Irrigation Control Unit Objectives This all-inclusive exercise requires more than the design of a single part.Irrigation Control Unit Overview Overview Overview In this exercise you build the Irrigation Control Unit shown below. 526 Chapter 8: Project Exercise . calculate mass properties. and generating drawings of individual parts and the assembly of those parts. and a bill of materials.

or both gates provided in the Valves and out the exit tubes. the solution flows through the right. When the Valve is in the closed position. Parts must be designed to match the following drawings. the solution from the main flow tube of the ICU flows through the exit tube. When the Valve is in the open position. Solution flow is controlled by Valves located in the main cavities of the ICU.The average time required to complete this exercise varies. • • • • All parts must be fully parametric and have individual part drawings. Design Goals The Irrigation Control Unit documented in this project controls the flow of a solution to two separate locations through the use of Right and Left Buttons. left. the solution from the main flow tube is restricted from flowing through the Valve and out the exit tubes. All Rights Reserved 527 . Copyright © 2004 Autodesk. Individual part design goals are provided as that portion of the exercise is presented to you. but should take no longer than 6-8 hours. The following is a list of goals or rules for the creation of the Irrigation Control Unit. This list describes your design criteria for the entire ICU exercise. By completing this exercise you will explore the following Autodesk Inventor capabilities: Using Feature Patterns Defining Tapped Holes Using Hole Notes Using Parameters and Linking Mirroring Parts Using Construction Lines Part Drawing Creation Presentation File Creation Attaching Balloons to Components Generating Mass Properties Assembly Drawing Creation Constraining Components Using Projected Edges Copying Sketches Using To-Face Terminations Shelling Parts Interference Detection Tweaking and Applying Trails Generating a Bill of Materials Part Modification in an Assembly It is recommended that you create all of the parts contained in the Irrigation Control Unit by following the instructions in this exercise. When a button is pressed. Inc. You will gain the greatest benefit from this exercise by completing the design and documentation of each part as well as the assembly. Components (other than the rubber O-Rings) must not interfere. All parts must be created in Metric (mm) units.

Closed Position 528 Chapter 8: Project Exercise .Irrigation Control Unit .

Open Position Copyright © 2004 Autodesk. All Rights Reserved 529 . Inc.Irrigation Control Unit .

Valve Housing 530 Chapter 8: Project Exercise .

Inc.Completed Irrigation Control Unit Copyright © 2004 Autodesk. All Rights Reserved 531 .

Valve 532 Chapter 8: Project Exercise .

All Rights Reserved 533 . Inc.Left and Right Buttons Copyright © 2004 Autodesk.

534 Chapter 8: Project Exercise .

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