CATIA Training

Foils

3D Functional
Tolerancing &
Annotation

Version 5 Release 9
June 2002
EDU-CAT-E-FTD-FF-V5R9

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1
Course Presentation

Objectives of the course

In this course you will learn how to define Functional Tolerances and Annotation to geometric
parts designed in 3D Wireframe or Solid geometry

Targeted audience
Catia V5 users

0.5 day
Prerequisites
Fundamentals about Catia V5

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Table of Contents

1. Introduction to FT&A Workbench p.4

The User Settings p.5
Accessing the Workbench p.9
The User Interface p.12
General Process p.15
2. Fundamentals of FT&A p.16
Creating Annotation planes p.17
Creating Annotations p.25
Power Copy Integration p.41
Use Properties p.43
Generate Check Report p.61
3. The 2D extraction p.63
View from 3D p.64
To Sum Up… p.66

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Introduction to FT&A Workbench

You will become familiar with the Functional Tolerancing & Annotation Workbench by :

The User Settings

Accessing the Workbench
The User Interface
General Process

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The User Settings (1/4)

Tools / Options / Mechanical Design / Functional Tolerancing and Annotation / Tolerancing

It is possible to define:
• the default standard at creation provides:
three conventional standards (ANSI – ISO –
JIS) and three CATIA-CADAM standards
(CCDANSI – CCDISO – CCDJIS).
----------
• whether non semantic tolerances creation is
allowed or not,
• whether non semantic dimensions creation is
allowed or not.
----------
•whether leader annotations are perpendicular
to their geometrical elements or not
----------
• an angle value for rotating elements (this
option is used to rotate used to rotate text
elements (text, frame, or leader)
• whether the rotation will be snapped to the
•whether note object attribute may be created by user or not
angle value or not.
enable or disable Note Object Attribute Creation icon or not

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The User Settings (2/4)

Tools / Options / Mechanical Design / Functional Tolerancing and Annotation / Display

•mark with a wavy red line, in the specification

tree and the geometry, non-semantic
annotations

•whether the axis of the active view can be

visible or not.
•whether the axis of the active view can be
zoomed or not.
•whether the profile of the active view can be
visible or not

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The User Settings (3/4)

Tools / Options / Mechanical Design / Functional Tolerancing and Annotation / Manipulators

It is possible to define:
• the size value to the manipulators,
• whether manipulators can be zoomed in
or not.
----------
• whether overrun extension lines can be
modified or not during creation or
modification,
• whether blanking can be modified or not
during creation or modification,
• whether text can be inserted before or
not during creation or modification,
• whether text can be inserted,
• whether only the value can be moved or
not during creation or modification,
• whether only the dimension line can be
moved or not during creation or
modification,
• whether only the dimension line
secondary part can be moved or not
during creation or modification.

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The User Settings (4/4)

Tools / Options / Mechanical Design / Functional Tolerancing and Annotation / Dimension

It is possible to define:
• whether the dimension line is positioned
according to the cursor or not,
• whether a dimension aligned to another
automatically ends the command or not,
• whether the distance between the created
dimension and the geometry remains the same
when you move the geometry or not,
• the value at which the dimension is created
from the geometry,
• the dimension you will create between a circle
and another element will be either on the circle
center or on the circle edge,
----------
• whether the dimension will be snapped on the
grid and/or the dimension value will be located
at its default position between symbols (it will
work only if the cursor is between the symbols)
or not,
• whether only a dimension sub-part (text, line,
etc...) will be moved or not.

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Accessing the Workbench (1/3)
Functional Tolerancing &
Annotation Workbench icon

It is possible to work at
Product level and at
Process level in any
CATProduct document
respectively CATProcess
document. As a
consequence, it is possible
to use CATProduct
Workbench or
CATPRrocess Workbench
to perform scenarios
instead of the CATPart
Workbench.

At Process level, it is
possible to create FTA
data in CATProcess
document and perform
FTA assignment to
Process activity

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Accessing the Workbench (2/3)
Filtered Selection
Once you are in the Functional Tolerancing and Annotation workbench
the associated toolbars are displayed: Available only in Product
Functional Tolerancing and
Annotation,
Not in Functional neither in
Free Rotation Process

Annotations

Reporting Reference Elements

Views Available only in Functional
Wireframe geometry Tolerancing and Annotation,
Not in Product neither in
Process

Camera
Note Object
Attribute

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Accessing the Workbench (3/3)

Once you are in the Functional Tolerancing and Annotation workbench the associated toolbars are displayed
Text Properties

Position and Orientation

Dimension Properties

Style

Dimension Numerical Display

Dimension Tolerance Display

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The User Interface (1/3)
You have access to the Functional Tolerancing & Annotation Workbench through the menu or toolbars

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The User Interface (2/3)
You have access to the Product Functional Tolerancing & Annotation Workbench through the menu or toolbars

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The User Interface (3/3)
You have access to the Process Functional Tolerancing & Annotation Workbench through the menu or toolbars

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General Process

1
Part Design using
Solid Geometry

2
Create 3D Annotations
using FT&A

3
Use Drafting Workbench to
generate a drawing with 3D
annotations

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Fundamentals of FT&A

You will become familiar with the fundamental functions of the Functional Tolerancing &
Annotation Workbench.

Creating Annotation Planes

Creating Annotations
Use Properties
Generate Check Report

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Creating Annotation Planes (1/8)

Projection View

This specific annotation plane allows you to manage 3D annotations:

 Located in planes both parallel to this annotation plane and in the background and foreground spaces
bounded by this annotation plane (or in any plane of the direction of planes defined by this annotation
plane),
 Related to the geometry finding an intersection with this annotation plane,
 Lying on / belonging to this annotation plane.

Projection View Annotation Planes can be created on a planar face or on a plane.

This option allows you to specify a particular annotation plane for generating embedded
2D front / projection views, in the Generative Drafting workbench, during the 2D
extraction of the 3D part and of the 3D annotations.

Projection View / Annotation Plane

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Creating Annotation Planes (2/8)

Projection View
Projection Views are represented by blue axis and identified as “Projection View” in the
specification tree

Projection View

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Creating Annotation Planes (3/8)

Section View

This specific annotation plane allows you to manage 3D annotations:

 Located in planes both parallel to this annotation plane and in the background and foreground spaces
bounded by this annotation plane,
 Related to the geometry finding an intersection with this annotation plane,
 Lying on / belonging to this annotation plane.

Section View Annotation Planes can be created on a planar face or on a plane.

This option allows you to specify a particular annotation plane for generating embedded
2D section views, in the Generative Drafting workbench, during the 2D extraction of the
3D part and of the 3D annotations.

Section View / Annotation Plane

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Creating Annotation Planes (4/8)

Section View
Section Views are represented by green axis and identified as “Section View” in the
specification tree

Section View

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Creating Annotation Planes (5/8)

Section Cut

This specific annotation plane allows you to manage 3D annotations:

 Only related to the geometry finding an intersection with this annotation plane,
 Only lying on / belonging to this annotation plane.

Section Cut Annotation Planes can be created on a planar face or on a plane.

This option allows you to specify a particular annotation plane for generating embedded
2D section cuts, in the Generative Drafting workbench, during the 2D extraction of the
3D part and of the 3D annotations.

Section cut / Annotation Plane

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Creating Annotation Planes (6/8)

Section Cut
Section Cuts are represented by yellow axis and identified as “Section Cut” in the
specification tree

Section Cut

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Creating Annotation Planes (7/8)

Annotation Planes Properties Edition

Select any view

(front, section or cut)
from the specification
tree.
Right-click (MB3)
and select the
Properties contextual
command.
When the Properties
dialog box is
displayed, click the
View tab.

This task shows you how to rename an

annotation plane and hide its frame

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Creating Annotation Planes (8/8)

Annotation Planes Properties Edition

To rename the
annotation plane,
enter
“Your_Name_View”
in the Prefix field.
Uncheck the View
Frame option to hide
the annotation plane
frame.

The annotation plane is renamed and

its frame is no longer visible

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Creating Annotations (1/16)

Easy creation of associative 3D tolerance specifications

Avoiding the reliance on 2D drawings
Annotate detail parts and products individually or in a assembly context
Most currently used types of tolerance and annotation are provided
Fast changes through Cut, copy, Paste, Drag & Drop of 3D Annotations

Tolerancing Advisor
Text with Leader
Flag Note with Leader
Datum Feature
Datum Target
Geometrical Tolerance
Roughness
Dimensions
Automatic Default Annotation
Note Object Attribute

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 Creating Annotations (2/16)

Tolerancing Advisor (1/2)

This function will allow you to create from a geometrical element or an existing
annotation : semantic annotations and non semantic (Text, Roughness, Flag note), datum,
datum target, datum system..
 Just select FIRST a face or a set of surfaces and activate Tolerancing Advisor.

1 Click on Tolerancing Advisor icon

The semantic Tolerancing Advisor

dialog box is displayed

This dialog box as shown is an

2 updated dialog box. The commands
frame contains all the semantic
annotations that will be created in
relation with the selected element.
If you did not have selected a face or
a set of surfaces before clicking on
the Tolerancing Advisor icon, the
dialog box displayed does not contain
commands.

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Creating Annotations (3/16)
Tolerancing Advisor (2/2)
Select a semantic annotation. The
3 appropriate dialog box is displayed
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Tolerancing Advisor
• Proposal of applicable tolerance types regarding
the selected surfaces,
• Proposal of tolerance options when applicable,
• Tolerancing rules verification Help for an error-
free tolerancing,
• Automatic support of annotation syntax,
• GUARANTEE of semantic and syntactic validity
of the tolerancing, through the part / assembly life
cycle.
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Creating Annotations (4/16)

Text with Leader (1/2)

This function will allow you to create a text with a Leader line.
 Just select a face or a set of surfaces to define a location for the arrow end of the leader and activate
Text with Leader.

1 Click on Text with Leader icon

2 The Leader is associated with the

element you have selected

A dialog box is displayed to

write the text

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Creating Annotation (5/16)

Text with Leader (2/2)

The text is assigned to an unlimited width text frame.
There is a manipulator at the extremity of the arrow end. So, you can move this end point
by dragging it.
You can move the
textual annotation
according a grid,
with connection or
not with grid

You can set graphic

You can move horizontally the textual properties, anchor
annotation using the arrow above or point, text size…
dragging it anywhere in the (Text properties
annotation plane Toolbar)

If the active view is not valid, a message appears informing

you can not use the active view.
The annotation is displayed in an annotation plane normal to
the selected face.

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Creating Annotations (6/16)

Flag Note with Leader (1/2)

This function will allow you to add hyperlinks to the document.
 Just select a face or a set of surfaces to define a location for the arrow end of the leader and activate
Flag Note with Leader.

The same message is

displayed as in the
previous function if
1 Click on Flag Note with Leader icon
the active view can
not be used

Select the object you want to

2 represent the hyperlink.
The Manage Hyperlink
dialog box appears.
Enter a name for your
Hyperlink.
Enter the path to the
destination file in the URL
field then press OK.
Or Click Browse.. And select
the destination file in the
Link to file dialog box.

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Creating Annotations (7/16)

Flag Note with Leader (2/2)

You can add hyperlinks to your document and then use them to jump to a variety of
locations, for example to a marketing presentation, a Microsoft Excel spreadsheet or a
HTML page on the intranet. You can add hyperlinks to models, products and parts as
well as to any constituent elements.
You can add more than one link. Simply enter another file. All links created are listed in
the Link to file or URL box. Select a link then click Remove to remove existing links.

To edit the display of the note, use the Properties contextual command. Select a link then
click Go to to follow the link to the destination file.

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Creating Annotations (8/16)

Datum Feature (1/1)

This function will allow you to create a Datum Feature attached to a surface.
 Just select the attachment surface of the datum feature and click on Datum Feature icon.

1 Click on Datum Feature icon

You can set graphic

properties, anchor
point, text size…
(Text properties
2 Toolbar)

The same message is

displayed as in the
previous function if
A Datum Feature dialog box the active view can
is displayed with a default not be used
identifier

You can move the

3 Datum Feature by
dragging it anywhere
in the annotation
plane

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Creating Annotations (9/16)

Datum Target (1/1)

This function will allow you to create a Datum Target on datum elements.
 Just select the surface of the Datum Feature and click on Datum target icon.

You can set some of

1 Click on Datum Feature icon its graphic properties
(Text properties
Toolbar)

3 The same message is

displayed as in the
2 previous function if
the active view can
not be used

You can move the

Datum Target by
A Datum Target Modification dragging it anywhere
dialog box is displayed. in the annotation
The name is in the left field, the plane and you can
length in the right, and, if it is a move the extremity of
circular surface, you can use the arrow as Datum
diameter icon Feature

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么么么么方面

Sds 绝对是假的
Creating Annotations (10/16)

Geometrical Tolerance (1/2)

This function will allow you to create a Geometrical Tolerance on any element.
 Just select a surface and click on Geometrical Tolerance icon.

1 Click on Geometrical Tolerance icon

2 A dialog box is displayed in which you can define

Specification, Tolerance Value and Datum
Elements

Datum Element
contains an empty
Specifications are entry field to set
defined by datum and Tolerance
symbols in table Feature modifiers
symbols

Tolerance Value includes the optional diameter zone, an empty

entry field and Tolerance feature modifiers symbols

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Creating Annotations (11/16)

Geometrical Tolerance (2/2)

You can set graphic properties,

anchor point, text size… (Text
properties Toolbar)

You can move the Geometrical

Tolerance by dragging it anywhere in
the annotation plane

The Geometrical Tolerance

symbol is created on the
annotation plane

The same message is displayed

as in the previous function if
the active view can not be used

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Creating Annotations (12/16)

Roughness (1/2)
This function will allow you to create a Roughness Symbol annotation.
 Select a face or a set of surfaces and click on Roughness icon

1 Click on Roughness icon

The Roughness symbol is created

3

You can move the Roughness symbol

A dialog box is displayed, in which you can define Roughness by dragging it anywhere in the
characteristics (Rugosity, Rugosity Type, Rugosity Mode…) annotation plane

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Creating Annotations (13/16)

Roughness (2/2)

Contact
Rugosity (circle)
or not

You can select

the Rugosity
mode
Rugosity

You can choose the

Rugosity type

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 Creating Annotations (14/16)

Dimensions (1/1)
This function will allow to create a dimension annotation.

Click on Dimensions icon

1

Select the Dimension and in the

Dimension Properties toolbar,
select in the Tolerance
Description combo box
Select the elements (feature, faces…)
TOL_NUM2 and in the
to create the dimensions
Tolerance combo box +-0.5
2 The dimension is created
The dimension is toleranced
3
4

You can move the dimension by dragging it

anywhere in the annotation plane
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 Creating Annotations (15/16)

Automatic Default Annotation (1/1)

This function will allow to apply by default a tolerance or an annotation to a set of
surfaces
 Manual selection : the default annotation is applied to a set of surfaces chosen by the user
 Automatic selection : the default annotation is applied to all surfaces of a given type or characteristic

The Default Annotation dialog box appears

Select Insert -> Annotations ->
Default Annotation menu
and by select Automatic, and All faces option
Select the annotation
in the combo box and click OK, so the
as shown
annotation will be applied to all the faces of
the part

3 4
1
2

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 Creating Annotations (16/16)

Note Object Attribute (1/1)

This function will allow to create a User Defined type of annotation
 Type and representation definition (the representation can be symbolic)
 Stored in a catalogue (company standard)
 Instantiated through catalogue capability
 Can be filtered by type
 Instance edition
1
Comments definition
Hyperlinks definition

2 3

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Power Copy Integration (1/2)

This function will allow to manage in a Power Copy Geometric Feature +

Tolerancing & Annotation Features
Geometry and 3D Annotations
Tolerancing parameters modification when instantiating
 Tolerance value
 Tolerance zone direction
 Datum label
 Datum reference frame
Tolerancing scheme
 3D Annotations only
 Geometry connection

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Power Copy Integration (2/2)
2
1

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Use Properties (1/19)

Easy modification of associative 3D tolerance specifications

Marking Non-Semantic Annotations

Free Rotation
Text Properties
Use Default Properties
Copy Object Format
Dimensions Properties
Grouping Annotations
Other Properties
Enable / Disable annotation sets by list
Enable / Disable 3D Annotations Queries
Filters
Mirror Annotations
Clipping Plane
Control of Leader Orientation
Geometry Connection Management
Enovia Integration

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Use properties (2/19)

Marking non-semantic annotations (1/1)

This function will allow you to locate in 3D and graph, non semantic annotations for
which semantic annotations axist (datum, datum target, geometrical tolerance and
dimensions text Elements (text, frame or leader)
 This function is activated by setting.

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 Use properties (3/19)

Free Rotation (1/1)

This function will allow you to rotate text Elements (text, frame or leader)
 Just select the frame you want to rotate, activate the Free Rotation and drag corner point.

You can set a Rotation snap angle in

Tools/Options/Mechanical
Design/Tolerancing.
If Automatic snapping is activated, the value
Click on Free of the snap angle is taken into account for the
Rotation icon rotation of the annotation

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Use properties (4/19)

Text Properties (1/2)

Once selected, you can change the text properties of a frame:
 By using the Properties contextual menu of the feature (MB3):

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Use properties (5/19)

Text Properties (2/2) The text can be justified suing the

 well-known icon
By using Text Properties Toolbar:

The text properties You can change the position Different kind of You can insert
allows you to modify of the point that connects frame for the Text several symbol type
Font, Style, Size… the text to the drawing or to Editor are possible in the Text editor
an element

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Use properties (6/19)

Use Default Properties (1/1)

You can set the graphic properties of a frame as default properties.

Every time you want to

create a textual annotation
with these same properties,
click the Only User Default
Properties icon and then
create a new annotation

To define the default

properties, select the textual
annotation to be used as the
default one.
Right-click to select the Set
as default option in the
contextual menu

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Use properties (7/19)

Copy Object Format (1/1)

You can apply the Graphic properties of a textual annotation to other existing ones.

Then, click on Copy

Object Format icon and
1 select the reference 3
object

2
First, you select the annotation to be Now, graphic properties of both
modified annotations are identical

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Use properties (8/19)

Dimensions Properties (1/1)

You can modify Dimension Properties by using Toolbar

These options are only available when

Dimensions icon is activated and when you want
You can change the to create a new dimension
Dimension Line tolerance description

• Projected dimension
Tolerance • Force Dimension on Element
value Precision
• Force Horizontal Dimension in View
•Force Vertical Dimension in View
Numerical Display Description
(depends on the selected feature or •True Length Dimension
on the set of surfaces)

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Use properties (9/19)

Grouping annotations (1/1)

You can attach an annotation you are creating to an existing annotation. Groups of
annotations can gather as many annotations as you wish.

First, click the annotation icon you want to create to specify a new element.
Then, select the annotation to which you want to attach the annotation you are going to
specify.
Click OK to confirm the creation of the new annotation, the two annotations are grouped.

It is possible to drag and

drop the group to the
location of your choice.
It is possible to edit the
properties (MB3) of the
group.

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Use properties (10/19)

Others (1/1)
In the pop up menu (MB3) annotations, you can access some other properties.

In the pop up menu (MB3) of a

Breakpoint, you can access some
other properties

Add or Remove breakpoint

Remove a Leader

Change the symbol of the

Leader extremity

You can transfer existing 3D

annotations to another
Annotation plane.
You can also transfer an Type of Annotation
annotation to a new view while
creating this annotation.
You can add a Leader

You can create some positional links (between annotations and

geometry or between two annotations) and check them

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Use properties (11/19)

Enable / Disable annotation sets by list (1/2)

Ability to select by list the annotation sets to be displayed or not in the CATIA session

1 Click on Enable / Disable annotation sets by list icon

This window is displayed. You can choose which set must be disable. Then click OK .

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Use properties (12/19)

Enable / Disable annotation sets by list (2/2)

By the same method, it is possible
to display annotations which have
been hidden before
All annotations are hidden in the CATIA session. There are
3 also no annotations in the navigation tree

All annotations are hidden

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Use properties (13/19)

Enable / Disable 3D annotations Queries (1/1)

The option is activated by default.
When picking an annotation around the 3D part or product or in the navigation tree, the
related geometry features are highlighted in 3D.
When picking geometry, the related 3D annotations are highlighted in 3D and in the
navigation tree.

Note that the option is

activated by default

When picking the

annotation, the
geometry or the
navigation tree, then
all the entities are
highlighted if this
option is activated

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Use properties (14/19)

Filters (1/1)
You can apply filters in order to show only some entities.

You can filter the display of annotations in the

3D viewer using the following criteria: by type
(non semantic), by sub-type (text, datums, datum
targets, geometrical tolerances), by feature or
geometrical element, by annotation plane.
The default filter is ALL to display all the FT&A
annotations.

In the Results window, you can see some

indications resulting of applied filter

FT&A objects are accessible by type and

attributes using Edit+Search capabilities

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Use properties (15/19)

Mirror Annotations (1/1)

This function will allow you to mirror reversed annotation relative to the screen view.

The annotation is mirrored in

order to make it readable
3
Select the annotation to be mirrored

Click on Mirror Annotations icon

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Use properties (16/19)

Clipping Plane (1/1)

This function will allow you to clip a part according to the annotation plane in relation to
its normal.
1

Annotation Plane

Click on Clipping
Plane icon

The part is clipped according to the annotation

plane in relation to its normal

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Use properties (17/19)

Control of Leader orientation (1/1)

This function will allow you to manage the orientation of the leaders
 Default orientation is defined by settings

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Use properties (18/19)

Geometry Connection Management (1/1)

This function will allow you to
 Add/Remove/Replace of components or geometry
 Management the impact of a modification
 Check the validity
 Rename a component a part according to the annotation plane in relation to its normal.
Acces to this function
by MB3 key

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Use properties (19/19)

ENOVIA Integration (1/1)

Save of FTA data in ENOVIA
 All the sets of annotations attached to each level of the product structure are stored individually in the
database
 The FTA set of annotations and their links to the parts are exposed in the ENOVIA application

On demand, load of FTA data from the ENOVIA application

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Generate Check Report

Report customisation and Report

You can generate different settings in order to generate a check report: a set of rules
extracted from tolerancing standards is checked for each datum and tolerance
specification.

Available output formats and

directory

To include or nor help messages in

the report file

To include only information about

the features for which the checks are
valid, invalid or both

Activate this function to The option Show Results allows you

generate a check report taking to organize your report data into
into account the settings defined categories
on the right.
It indicates which rules are
break (identical to
knowledgeware report
capabilities for a rule base.
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The 2D extraction

You will become familiar with how to extract view in order to create a drawing from
Annotation plane.

View from 3D

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View from 3D (1/2)

A 3D view can be extracted in a drawing (including geometry and annotations).

Generative Drafting
FT&A Workbench Workbench

Annotations have been transferred between views

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View from 3D (2/2)

In the drafting workbench, you can use the View from 3D function which allows you to
extract some Views from the 3D part.

Generative Drafting
Workbench

You can see on the

drawing only the
annotations defined
in the view you
have projected.
The drawing is
generative.
All the annotations
planes can be used
for 2D extraction.
View
from 3D

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To Sum Up

In this course you have seen :

You can quickly start to add 3D Annotations to a 3D model

How easy it is to mange views
How to create different 3D Annotations
How to manage a 2D extraction to obtain a drawing including the 3D Annotations
How to manage and modify 3D Annotations

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