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PTC Creo Parametric 3.0 for Designers
By Sham Tickoo
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About this ebook
The PTC Creo Parametric 3.0 for Designers textbook has been written to enable the readers to use the modeling power of PTC Creo Parametric 3.0 effectively. The latest surfacing techniques like Freestyle and Style are explained in detail in this book. The textbook also covers the Sheetmetal module with the help of relevant examples and illustrations. The mechanical engineering industry examples and tutorials are used in this textbook to ensure that the users can relate the knowledge of this book with the actual mechanical industry designs. The salient features of this textbook are as follows:
• Tutorial Approach
The author has adopted the tutorial point-of-view and the learn-by-doing approach throughout the textbook. This approach guides the users through the process of creating the models in the tutorials.
• Real-World Projects as Tutorials
The author has used the real-world mechanical engineering projects as tutorials in this textbook so that the readers can correlate them with the real-time models in the mechanical engineering industry.
• Tips and Notes
Additional information related to various topics is provided in the form of tips and notes.
• Learning Objectives
The first page of every chapter summarizes the topics that will be covered in that chapter. This helps the users to easily refer to a topic.
• Self-Evaluation Test, Review Questions, and Exercises
Every chapter ends with a Self-Evaluation test so that the users can assess their knowledge of the chapter. The answers to the Self-Evaluation test are given at the end of the chapter. Also, the Review Questions and Exercises are given at the end of each chapter and they can be used by the Instructors as test questions and exercises.
• Heavily Illustrated Text
The text in this book is heavily illustrated with the help of around 1400 line diagrams and screen capture images that support the tools section and tutorials.
Author
Sham Tickoo
Prof. Sham Tickoo is professor of Manufacturing Engineering at Purdue University Northwest, USA where he has taught design, drafting, CAD and other engineering courses for over nineteen years. Before joining Purdue University, Prof. Tickoo has worked as a machinist, quality control engineer, design engineer, engineering consultant, and software developer. He has received a US patent for his invention Self Adjusting Cargo Organizer for Vehicles. Professor Tickoo also leads the team of authors at CADCIM Technologies to develop world-class teaching and learning resources for Computer Aided Design and Manufacturing (CAD/CAM) and related technologies.
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creo_parametric3FrontPage.jpgPTC Creo Parametric 3.0
for Designers
(3rd Edition)
CADCIM Technologies
525 St. Andrews Drive
Schererville, IN 46375, USA
(www.cadcim.com)
Contributing Author
Sham Tickoo
Professor
Department of Mechanical Engineering Technology
Purdue University Calumet
Hammond, Indiana
USA
LOGO01.PCXPTC Creo Parametric 3.0 for Designers
Sham Tickoo
CADCIM Technologies
525 St Andrews Drive
Schererville, Indiana 46375, USA
www.cadcim.com
Copyright ©2015 by CADCIM Technologies, USA. All rights reserved. Printed in the United States of America except as permitted under the United States Copyright Act of 1976.
No part of this publication may be reproduced or distributed in any form or by any means, or stored in the database or retrieval system without the prior permission of CADCIM Technologies.
ISBN 978-1-936646-92-0
NOTICE TO THE READER
Publisher does not warrant or guarantee any of the products described in the text or perform any independent analysis in connection with any of the product information contained in the text. Publisher does not assume, and expressly disclaims,any obligation to obtain and include information other than that provided to it by the manufacturer.
The reader is expressly warned to consider and adopt all safety precautions that might be indicated by the activities herein and to avoid all potential hazards. By following the instructions contained herein, the reader willingly assumes all risks in connection with such instructions.
The Publisher makes no representation or warranties of any kind, including but not limited to, the warranties of fitness for particular purpose or merchantability, nor are any such representations implied with respect to the material set forth herein, and the publisher takes no responsibility with respect to such material. The publisher shall not be liable for any special, consequential, or exemplary damages resulting, in whole or part, from the reader’s use of, or reliance upon, this material.
www.cadcim.com
CADCIM Technologies
DEDICATION
To teachers, who make it possible to disseminate knowledge
to enlighten the young and curious minds
of our future generations
To students, who are dedicated to learning new technologies
and making the world a better place to live in
THANKS
To the faculty and students of the MET department of
Purdue University Calumet for their cooperation
To employees of CADCIM Technologies for their valuable help
Table of Contents
Dedication iii
Preface xv
Chapter 1: Introduction to PTC Creo Parametric 3.0
Introduction to PTC Creo Parametric 3.0
Features of PTC Creo Parametric
Feature-Based Nature
Bidirectional Associative Property
Parametric Nature
System Requirements
Getting Started with PTC Creo Parametric
Important Terms and Definitions
File Menu Options
Managing Files
Menu Manager
Model Tree
Understanding the Functions of the Mouse Buttons
Ribbon
Toolbars
Navigator
PTC Creo Parametric Browser
Appearance Gallery
Rendering in PTC Creo Parametric
Color Scheme Used in this Book
Chapter 2: Creating Sketches in the Sketch Mode-I
The Sketch Mode
Working with the Sketch Mode
Invoking the Sketch Mode
The Sketcher Environment
Working with a Sketch in the Sketch Mode
Drawing a Sketch Using tools available in the Sketch Tab
Creating a Point
Drawing a Line
Drawing a Centerline
Drawing a Geometry Centerline
Drawing a Rectangle
Drawing a Circle
Drawing an Ellipse
Drawing an Arc
Dimensioning the Sketch
Converting a Weak Dimension into a Strong Dimension
Dimensioning a Sketch Using the Normal Tool
Dimensioning the Basic Sketched Entities
Linear Dimensioning of a Line
Angular Dimensioning of an Arc
Diameter Dimensioning
Radial Dimensioning
Dimensioning Revolved Sections
Working With Constraints
Types of Constraints
Disabling the Constraints
Modifying the Dimensions of a Sketch
Using the Modify Tool
Modifying a Dimension by Double-Clicking on it
Modifying Dimensions Dynamically
Resolve Sketch Dialog Box
Deleting the Sketched Entities
Trimming the Sketched Entities
Mirroring the Sketched Entities
Inserting Standard/User-Defined Sketches
Drawing Display Options
Tutorial 1
Tutorial 2
Tutorial 3
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Exercise 3
Exercise 4
Exercise 5
Exercise 6
Chapter 3: Creating Sketches in the Sketch Mode-II
Dimensioning the Sketch
Dimensioning a Sketch Using the Baseline Tool
Replacing the Dimensions of a Sketch Using the Replace Tool
Creating Fillets
Creating Circular Fillets
Creating Elliptical Fillets
Creating a Reference Coordinate System
Working with Splines
Creating a Spline
Dimensioning of Splines
Modifying a Spline
Writing Text in the Sketcher Environment
Rotating and Resizing Entities
Importing 2D Drawings in the Sketch Mode
Tutorial 1
Tutorial 2
Tutorial 3
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Exercise 3
Chapter 4: Creating Base Features
Creating Base Features
Invoking the Part Mode
The Default Datum Planes
Creating a Protrusion
Extruding a Sketch
Revolving a Sketch
Understanding the Orientation of Datum Planes
Parent-Child Relationship
Implicit Relationship
Explicit Relationship
Nesting of Sketches
Creating Cuts
Removing Material by Using the Extrude Tool
Removing Material by Using the Revolve Tool
Tutorial 1
Tutorial 2
Tutorial 3
Tutorial 4
Tutorial 5
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Exercise 3
Exercise 4
Exercise 5
Chapter 5: Datums
Datums
Default Datum Planes
Need for Datums in Modeling
Selection Method in PTC Creo Parametric
Datum Options
Datum Planes
Creating Datum Planes
Datum Planes Created On-The-Fly
Datum Axes
Datum Points
Datum Coordinate System
Tutorial 1
Tutorial 2
Tutorial 3
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Exercise 3
Exercise 4
Chapter 6: Options Aiding Construction of Parts-I
Options Aiding Construction of Parts
Creating Holes
The Hole Dashboard
Important Points to Remember While Creating a Hole
Creating Rounds
Creating Basic Rounds
Creating a Variable Radius Round
Points to Remember While Creating Rounds
Creating Auto Rounds
Creating Chamfers
Corner Chamfer
Edge Chamfer
Understanding Ribs
Creating Trajectory Ribs
Creating Profile Ribs
Editing Features of a Model
Editing Definition or Redefining Features
Reordering Features
Rerouting Features
Suppressing Features
Deleting Features
Modifying Features
Tutorial 1
Tutorial 2
Tutorial 3
Tutorial 4
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Chapter 7: Options Aiding Construction of Parts-II
Introduction
Creating Feature Patterns
Uses of Patterns
Creating Patterns
Creating Geometry Patterns
Deleting a Pattern
Mirroring a Geometry
Creating a Simplified Representation of a Solid Model
Work Region Method
Tutorial 1
Tutorial 2
Tutorial 3
Tutorial 4
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Exercise 3
Exercise 4
Chapter 8: Advanced Modeling Tools-I
Other Protrusion Options
Sweep Features
Creating Sweep Protrusions
Aligning a Sketched Trajectory to an Existing Geometry
Creating a Thin Sweep Protrusion
Creating a Sweep Cut
Blend Features
Rotational Blend Features
Using Blend Vertex
Shell Feature
Creating a Constant Thickness Shell
Creating a Variable Thickness Shell
Datum Curves
Creating a Datum Curve by Using the Curve Drop-down
Creating a Datum Curve by Sketching
Creating a Curve by Using the Intersect Option
Creating a Curve by Using the Project Tool
Creating a Curve by Using the Wrap Option
Creating Draft Features
Tutorial 1
Tutorial 2
Tutorial 3
Tutorial 4
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Exercise 3
Exercise 4
Chapter 9: Advanced Modeling Tools-II
Advanced Feature Creation Tools
Variable Section Sweep Using the Sweep Tool
Swept Blend 9-6 Helical Sweep
Blend Section To Surfaces
Blend Between Surfaces
Tutorial 1
Tutorial 2
Tutorial 3
Tutorial 4
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Exercise 3
Exercise 4
Chapter 10: Advanced Modeling Tools-III
Advanced Modeling Tools
Toroidal Bend
Spinal Bend
Warp
Transform Tool
Warp Tool
Spine Tool
Stretch Tool
Bend Tool
Twist Tool
Sculpt Tool
Tutorial 1
Tutorial 2
Tutorial 3
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Chapter 11: Assembly Modeling
Assembly Modeling
Important Terms Related to the Assembly Mode
Top-down Approach
Bottom-up Approach
Placement Constraints
Package
Creating Top-down Assemblies
Creating Components in the Assembly Mode
Creating Bottom-up Assemblies
Inserting Components in an Assembly
Assembling Components
Displaying Components in a Separate Window
Displaying Components in the Same Window
3D Dragger
Applying Constraints
Status Area
Placement Tab
Move Tab
Packaging Components
Creating Simplified Representations
Redefining the Components of an Assembly
Reordering Components
Suppressing/Resuming Components
Replacing Components
Assembling Repeated Copies of a Component
Modifying the Components of an Assembly
Modifying Dimensions of a Feature of a Component
Redefining a Feature of a Component
Creating the Exploded State
References Tab
Options Tab
Explode Line Tab
The Bill of Materials
Global Interference
Pairs Clearance
Tutorial 1
Tutorial 2
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Chapter 12: Generating, Editing, and Modifying the Drawing Views
The Drawing Mode
Generating Drawing Views
Generating the General View
Generating the Projection View
Generating the Detailed View
Generating the Auxiliary View
Generating the Revolved Section View
Generating the Copy and Align View
Generating the 3D Cross-Section View
Editing the Drawing Views
Moving the Drawing View
Erasing the Drawing View
Deleting the Drawing View
Adding New Parts or Assemblies to the Current Drawing
Modifying the Drawing Views
Changing the View Type
Changing the View Scale
Reorienting the Views
Modifying the Cross-sections
Modifying Boundaries of Views
Adding or Removing the Cross-section Arrows
Modifying the Perspective Views
Modifying Other Parameters
Editing the Cross-section Hatching
Tutorial 1
Tutorial 2
Self-Evaluation Test
Review Questions
Exercise 1
Chapter 13: Dimensioning the Drawing Views
Dimensioning the Drawing Views
Show Model Annotations Dialog Box
Adding Notes to the Drawing
Adding Tolerances in the Drawing Views
Dimensional Tolerances
Geometric Tolerances
Editing the Geometric Tolerances
Adding Balloons to the Assembly Views
Adding Reference Datums to the Drawing Views
Modifying and Editing Dimensions
Modifying the Dimensions Using the Dimension Properties Dialog Box
Modifying the Drawing Items Using the Shortcut Menu
Cleaning Up the Dimensions
Tutorial 1
Tutorial 2
Self-Evaluation Test
Review Questions
Exercise 1
Chapter 14: Other Drawing Options
Sketching in the Drawing Mode
Modifying the Sketched Entities
User-Defined Drawing Formats
Retrieving the User-Defined Formats in the Drawings
Adding and Removing Sheets in the Drawing
Creating Tables in the Drawing Mode
Generating the BOM and Balloons in Drawings
Tutorial 1
Tutorial 2
Self-Evaluation Test
Review Questions
Exercise 1
Chapter 15: Surface Modeling
Surface Modeling
Creating Surfaces in PTC Creo Parametric
Creating an Extruded Surface
Creating a Revolved Surface
Creating a Sweep Surface
Creating a Blend Surface
Creating a Rotational Blend Surface
Creating a Swept Blend Surface
Creating a Helical Sweep Surface
Creating a Surface by Blending the Boundaries
Creating a Variable Section Sweep Surface Using the Sweep Tool
Creating Surfaces By Using the Style Environment of PTC Creo Parametric
Style Dashboard
Surface Editing Tools
Mirroring the Surfaces
Merging the Surfaces
Trimming the Surfaces
Creating the Fill Surfaces
Creating the Intersect Curves
Creating the Offset Surfaces
Adding Thickness to a Surface
Converting a Surface into a Solid
Creating a Round at the Vertex of a Surface
Freestyle Modeling Environment
Freestyle Dashboard
Tutorial 1
Tutorial 2
Tutorial 3
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Exercise 3
Chapter 16: Working with Sheetmetal Components
Introduction to Sheetmetal
Invoking the Sheetmetal Mode
Introduction to Sheetmetal Walls
Creating the Planar Wall
Creating the Unattached Revolve Wall
Creating the Unattached Blend Wall
Creating the Unattached Rotational Blend Wall
Creating the Unattached Offset Wall
Creating Reliefs in Sheetmetal Components
Creating a Flat Wall
Creating a Twist Wall
Creating an Extend Wall
Creating a Flange Wall
Creating the Bend Feature
Creating the Unbend Feature
Creating the Bend Back
Conversion to Sheetmetal Part
Creating Cuts in the Sheetmetal Components
Creating the Flat Pattern
Tutorial 1
Tutorial 2
Self-Evaluation Test
Review Questions
Exercise 1
Exercise 2
Student Projects SP
Index I-1
Preface
3149.jpg3150.jpgPTC Creo Parametric 3.0
PTC Creo Parametric, developed by Parametric Technology Corporation, is a new technology in the series of Pro/ENGINEER. It provides a broad range of powerful and flexible CAD capabilities that can address even the most tedious design challenges. Being a parametric feature-based solid modeling tool, it not only integrates the 3D parametric features with 2D tools, but also assists in every design-through-manufacturing process. This software is remarkably user-friendly and it contributes to the enhanced of the entire design process.
This solid modeling software allows you to easily import the standard format files with an amazing compatibility. The 2D drawing views of the components are automatically generated in the Drawing mode. Using this software, you can generate detailed, orthographic, isometric, auxiliary, and section views. Additionally, you can use any predefined drawing standard files for generating the drawing views. You can display the model dimensions in the drawing views or add reference dimensions whenever you want. The bidirectionally associative nature of this software ensures that any modification made in the model is automatically reflected in the drawing views. Similarly, any modification made in the dimensions of the drawing views is automatically updated in the model.
The PTC Creo Parametric 3.0 for Designers textbook has been written to enable the readers to use the modeling power of PTC Creo Parametric 3.0 effectively. The latest surfacing techniques like Freestyle and Style are explained in detail in this book. The textbook also covers the Sheetmetal module with the help of relevant examples and illustrations. The mechanical engineering industry examples and tutorials are used in this textbook to ensure that the users can relate the knowledge of this book with the actual mechanical industry designs. The salient features of this textbook are as follows:
• Tutorial Approach
The author has adopted the tutorial point-of-view and the learn-by-doing approach throughout the textbook. This approach guides the users through the process of creating the models in the tutorials.
• Real-World Projects as Tutorials
The author has used the real-world mechanical engineering projects as tutorials in this textbook so that the readers can correlate them with the real-time models in the mechanical engineering industry.
• Tips and Notes
Additional information related to various topics is provided in the form of tips and notes.
• Learning Objectives
The first page of every chapter summarizes the topics that will be covered in that chapter. This helps the users to easily refer to a topic.
• Self-Evaluation Test, Review Questions, and Exercises
Every chapter ends with a Self-Evaluation test so that the users can assess their knowledge of the chapter. The answers to the Self-Evaluation test are given at the end of the chapter. Also, the Review Questions and Exercises are given at the end of each chapter and they can be used by the Instructors as test questions and exercises.
• Heavily Illustrated Text
The text in this book is heavily illustrated with the help of around 1400 line diagrams and screen capture images that support the tools section and tutorials.
Symbols Used in the Text
Note.pcx Note
The author has provided additional information to the users about the topic being discussed in the form of notes.
TIP.PCX Tip
Special information and techniques are provided in the form of tips that helps in increasing the efficiency of the users.
NEW.PCX New
This symbol indicates that the command or tool being discussed is new.
ENHANCED.PCX Enhanced
This symbol indicates that the command or tool being discussed has been enhanced in PTC Creo Parametric 3.0.
Formatting Conventions Used in the Text
Please refer to the following list for the formatting conventions used in this textbook.
• Names of tools, buttons, options, groups, tabs, slide-down panels, and Ribbon are written in boldface.
• Names of dialog boxes, drop-downs, drop-down lists, dashboards, areas, edit boxes, check boxes, and radio buttons are written in boldface.
• Values entered in edit boxes are written in boldface.
• Names and paths of the files are written in italics.
• Different options available for invoking a tool are given in a shaded command box.
Ribbon: Get Started > Launch > New
Example: The Extrude tool, the OK button, the Editing group, the Sketch tab, and so on.
Example: The Revolve dashboard, the Chamfer drop-down of Engineering group in the Model tab, the Thickness drop-down of the Shell dashboard, the Extended intersect surfaces check box in the Options slide-down panel of the Draft dashboard, and so on.
Example: Enter 5 in the Radius edit box.
Example: C:\Creo-3.0\c03, c03tut03.prt, and so on.
Naming Conventions Used in the Text
Tool
If you click on an item in a toolbar or a group of the Ribbon and a dashboard or dialog box is invoked to create/edit an object or perform some action, then that item is termed as tool.
For example:
Line tool, Normal tool, Extrude tool
Fillet tool, Draft tool, Delete Segment tool
If you click on an item in a toolbar or a group of the Ribbon and a dialog box is invoked wherein you can set the properties to create/edit an object, then that item is also termed as tool, refer to Figure 1.
For example:
To Create: Extrude tool, Sweep tool, Round tool
To Edit: Extend tool, Trim tool
figure1.pcxFigure 1 Various tools in the Ribbon
Button
The item in a dialog box that has a 3D shape like a button is termed as Button. For example, OK button, Cancel button, Apply button, and so on.
Dialog Box
The naming conventions for the components in a dialog box are shown in Figure 2.
figure2.pcxFigure 2 The components in a dialog box
Drop-down
A drop-down is one in which a set of common tools are grouped together for creating an object. You can identify a drop-down with a down arrow on it. These drop-downs are given a name based on the tools grouped in them. For example, Arc drop-down (refer to Figure 3), Chamfer drop-down (refer to Figure 4), Draft drop-down (refer to Figure 5), and so on.
figure3.pcxFigure 3 The Arc drop-down
figure4.pcxFigure 4 The Chamfer drop-down
figure5.pcxFigure 5 The Draft drop-down
Drop-down List
A drop-down list is the one in which a set of options are grouped together. You can set various parameters using these options. You can identify a drop-down list with a down arrow on it. For example, Dimension drop-down list, Clear Appearance drop-down list, and so on, refer to Figure 6.
figure6-a.pcx figure6-b.pcx
Figure 6 The Dimension and Clear Appearance drop-down lists
Options
Options are the items that are available in shortcut menu, drop-down list, dialog boxes, and so on. For example, choose the Front option from the View Manager dialog box, refer to Figure 7; choose the New option from the File menu, refer to Figure 8.
figure7.pcxFigure 7 The Front option in the View Manager dialog box
figure8.pcxFigure 8 The New option in the File menu
Free Companion Website
It has been our constant endeavor to provide you the best textbooks and services at affordable price. In this endeavor, we have come out with a Free Companion website that will facilitate the process of teaching and learning of PTC Creo Parametric 3.0. If you purchase this textbook from our website (www.cadcim.com), you will get access to the files on the Companion website.
The following resources are available for the faculty and students in this website:
Faculty Resources
• Technical Support
You can get online technical support by contacting techsupport@cadcim.com.
• Instructor Guide
Solutions to all review questions and exercises in the textbook are provided in this link to
help the faculty members test the skills of the students.
• PowerPoint Presentations
The contents of the book are arranged in PowerPoint slides that can be used by the faculty
for their lectures.
• Part Files
The part files used in illustration, tutorials, and exercises are available for free download.
Student Resources
• Technical Support
You can get online technical support by contacting techsupport@cadcim.com.
• Part Files
The part files used in illustrations and tutorials are available for free download.
• Additional Students Projects
Various projects are provided for the students to practice.
If you face any problem in accessing these files, please contact the publisher at sales@cadcim.com or the author at stickoo@purduecal.edu or tickoo525@gmail.com.
Stay Connected
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Online Training Program Offered by CADCIM Technologies
CADCIM Technologies provides effective and affordable virtual online training on various software packages including Computer Aided Design and Manufacturing (CAD/CAM), computer programming languages, animation, architecture, and GIS. The training is delivered ‘live’ via Internet at any time, any place, and at any pace to individuals as well as the students of colleges, universities, and CAD/CAM training centers. The main features of this program are:
Training for Students and Companies in a Classroom Setting
Highly experienced instructors and qualified engineers at CADCIM Technologies conduct the classes under the guidance of Prof. Sham Tickoo of Purdue University Calumet, USA. This team has authored several textbooks that are rated one of the best
in their categories and are used in various colleges, universities, and training centers in North America, Europe, and in other parts of the world.
Training for Individuals
CADCIM Technologies with its cost effective and time saving initiative strives to deliver the training in the comfort of your home or work place, thereby relieving you from the hassles of traveling to training centers.
Training Offered on Software Packages
CADCIM provides basic and advanced training on the following software packages:
CAD/CAM/CAE: CATIA, Pro/ENGINEER Wildfire, Creo Parametric, Creo Direct, SolidWorks, Autodesk Inventor, Solid Edge, NX, AutoCAD, AutoCAD LT, AutoCAD Plant 3D, Customizing AutoCAD, EdgeCAM, and ANSYS
Architecture and GIS: Autodesk Revit Architecture, AutoCAD Civil 3D, Autodesk Revit Structure, AutoCAD Map 3D, Revit MEP, Navisworks, Primavera Project Planner, and Bentley STAAD Pro
Animation and Styling: Autodesk 3ds Max, Autodesk 3ds Max Design, Autodesk Maya,
Autodesk Alias, Foundry NukeX, and MAXON CINEMA 4D
Computer Programming: C++, VB.NET, Oracle, AJAX, and Java
For more information, please visit the following link: http://www.cadcim.com
Note
If you are a faculty member, you can register by clicking on the following link to access the teaching resources: http://www.cadcim.com/Registration.aspx. The student resources are available at http://www.cadcim.com. We also provide Live Virtual Online Training on various software packages. For more information, write us at sales@cadcim.com.
PTC Creo Parametric for Designers
Preface
Preface
Chapter 1
Introduction to
PTC Creo Parametric 3.0
Learning Objectives
After completing this chapter, you will be able to:
• Understand the advantages of using PTC Creo Parametric.
• Know the system requirements of PTC Creo Parametric.
• Get familiar with important terms and definitions in PTC Creo Parametric.
• Understand important options in the File menu.
• Understand the importance of Model Tree.
• Understand the functions of mouse buttons.
• Use the options of default toolbars.
• Customize the Ribbon.
• Understand the functions of browser.
• Understand the use of Appearance Gallery.
• Render stages in PTC Creo Parametric.
• Change the color scheme of the background in PTC Creo Parametric.
front.pcxIntroduction to PTC Creo Parametric 3.0
Welcome to PTC Creo Parametric. If you are a new user of PTC Creo Parametric software, you are going to join hands with thousands of users of this high-end CAD/CAM/CAE tool worldwide. If you are a user of the previous releases of this software, you are going to upgrade your designing skills because of the tremendous improvement in this latest release such as flexible modeling, freestyle modeling, and so on. Also, the interface of PTC Creo Parametric is very user friendly. You will find a tremendous reduction in the time taken to complete a design using this solid modeling tool.
PTC Creo Parametric is a powerful software used to create complex designs with great precision. The design intent of a three-dimensional (3D) model or an assembly is defined by its specification and its use. You can use the powerful tools of PTC Creo Parametric to capture the design intent of a complex model by incorporating intelligence into the design. Once you understand the feature-based, associative, and parametric nature of PTC Creo Parametric, you can appreciate its power as a solid modeling tool.
To make the designing process simple and quick, the designing process have been divided into different modules in this software package. This means each step of the designing is completed in a different module. For example, generally a design process consists of the following steps:
• Sketching using the basic sketch entities
• Converting the sketch into features and parts
• Assembling different parts and analyzing them
• Documenting parts and the assembly in terms of drawing views
• Manufacturing the final part and assembly
All these steps are divided into different modes of PTC Creo Parametric namely, the Sketch mode, Part mode, Assembly mode, Drawing mode, and Manufacturing mode.
Despite making various modifications in a design, the parametric nature of this software helps preserve the design intent of a model with tremendous ease. PTC Creo Parametric allows you to work in a 3D environment and calculates the mass properties directly from the created geometry. You can also switch to various display modes like wireframe, shaded, hidden, and no hidden at any time with ease as it does not affect the model but only changes its appearance.
Features of PTC Creo Parametric
Different features of the software are discussed next.
Feature-Based Nature
PTC Creo Parametric is a feature-based solid modeling tool. A feature is defined as the smallest building block and a solid model created in PTC Creo Parametric is an integration of a number of these building blocks. Each feature can be edited individually to bring in the desired change in the solid model. The use of feature-based property provides greater flexibility to the parts created. For example, consider the part shown in Figure 1-1. It consists of one counterbore hole at the center and six counterbore holes around the Bolt Circle Diameter (BCD).
Now, consider a case where you need to change all the outer counterbore holes to drill holes keeping the central counterbore hole and the BCD for the outer holes same. Also, you need to change the number of holes from six to eight. In a non feature-based software package, you will have to delete the entire part and then create a new part based on the new specifications. Whereas, PTC Creo Parametric allows you to make this modification by just modifying some values in the same part, see Figure 1-2. This shows that the solid parts created in PTC Creo Parametric are a combination of various features that can be modified individually at any time.
17813.jpgFigure 1-1 Model displaying the counterbore holes
17843.jpgFigure 1-2 Model after making the modifications
Bidirectional Associative Property
There is a bidirectional associativity between all modes of PTC Creo Parametric. The bidirectional associative nature of a software package is defined as its ability to ensure that if any modifications are made in a particular model in one mode, then those modifications are also reflected in the same model in other modes. For example, if you make any change in a model in the Part mode and regenerate it, the changes will also be highlighted in the Assembly mode. Similarly, if you make a change in a part in the Assembly mode, after regeneration, the change will also be highlighted in the Part mode. This bidirectional associativity also correlates the two-dimensional (2D) drawing views generated in the Drawing mode and the solid model created in the Part mode of PTC Creo Parametric. This means that if you modify the dimensions of the 2D drawing views in the Drawing mode, the change will be automatically reflected in the solid model and also in the assembly after regeneration. Likewise, if you modify the solid model in the Part mode, the changes will also be seen in the 2D drawing views of that model in the Drawing mode. Thus, bidirectional associativity means that if a modification is made to one mode, it changes the output of all the other modes related to the model. This bidirectional associative nature relates various modes in PTC Creo Parametric.
Figure 1-3 shows the drawing views of the part shown in Figure 1-1 generated in the Drawing mode. The views show that the part consists of a counterbore hole at the center and six counterbore holes around it.
18227.jpgFigure 1-3 Drawing views of the model before modifications
Now, when the part is modified in the Part mode, the modifications are automatically reflected in the Drawing mode, as shown in Figure 1-4. The views in this figure show that all outer counterbore holes are converted into drilled holes and the number of holes is increased from six to eight.
18132.jpgFigure 1-4 Drawing views of the model after modifications
Figure 1-5 shows the Crosshead assembly. It is clear from the assembly that the diameter of the hole is more than what is required (shown using dotted lines). In an ideal case, the diameter of the hole should be equal to the diameter of the bolt.
20996.jpgFigure 1-5 Crosshead assembly illustrating difference in diameter of the hole and the bolt
The diameter of the hole can be changed easily by opening the file in the Part mode and making the necessary modifications in the part. This modification is reflected in the assembly, as shown in Figure 1-6. This is due to the bidirectional associative nature of PTC Creo Parametric.
Since all modes of PTC Creo Parametric are interrelated, it becomes very easy to modify your model at any time.
Parametric Nature
PTC Creo Parametric is parametric in nature, which means that the features of a part become interrelated if they are drawn by taking the reference of each other. You can redefine the dimensions or the attributes of a feature at any time. The changes will propagate automatically throughout the model. Thus, they develop a relationship among themselves. This relationship is known as the parent-child relationship. So if you want to change the placement of the child feature, you can make alterations in the dimensions of the references and hence change the design as per your requirement. The parent-child relationship will be discussed in detail while discussing the datums in later chapters.
7158.jpgFigure 1-6 Assembly after modifying the diameter of the hole
SYSTEM REQUIREMENTS
The system requirements for PTC Creo Parametric are given below.
1. Operating System: Windows XP Professional Edition, XP Professional x64 Edition, Windows 7 (Professional, Ultimate, and Enterprise editions) or later.
2. Monitor: 1280 x 1024 (or higher) resolution support with 32-bit color.
3. Processor: 3.0 GHz minimum (Core 2 Duo or higher).
4. Memory: 2GB RAM minimum (3GB RAM or higher).
5. Hard disk space: 3.0GB minimum (4.0GB or higher).
6. An ethernet adapter interface card or network card.
7. Microsoft approved 3-button mouse.
8. Microsoft Internet Explorer 6.0 or later.
9. A certified and supported graphics card.
Getting Started With PTC Creo Parametric
Install the PTC Creo Parametric on your system; the shortcut icon of PTC Creo Parametric will automatically be created on the desktop. You can start it by double-clicking on its shortcut icon on the desktop.
You can also start it by choosing the Start button at the lower left corner of the screen and then choose All Programs > PTC Creo > PTC Creo Parametric 3.0, if you are using Windows 7.
Figure 1-7 shows the initial screen that appears when you start PTC Creo Parametric.
C1SC001.PCXFigure 1-7 Initial screen appearance after starting Creo Parametric
Important terms and definitions
Some important terms that will be used in this book while working with PTC Creo Parametric are discussed next.
Entity
An element of the section geometry is called an entity. The entity can be an arc, line, circle, point, conic, coordinate system, and so on. When one entity is divided at a point, then the total number of entities are said to be two.
Dimension
It is the measurement of one or more entities.
Constraint
Constraints are logical operations that are performed on the selected geometry to make it more accurate in defining its position and size with respect to the other geometry.
Parameter
It is defined as a numeric value or a word that defines a feature. For example, all dimensions in a sketch are parameters. The parameters can be modified at any time.
Relation
A relation is an equation that relates two entities.
Weak Dimensions and Weak Constraints
Weak dimensions and weak constraints are temporary dimensions or constraints that appear in light blue color. These are automatically applied to the sketch. They are removed from the sketch without any confirmation from the user. The weak dimensions or the weak constraints should be changed to strong dimensions or constraints if they seem to be useful for the sketch. This only saves an extra step of dimensioning the sketch or applying constraints to it.
Strong Dimensions and Strong Constraints
Strong dimensions and strong constraints appear in dark blue color. These dimensions and constraints are not removed automatically. All dimensions added manually to a sketch are strong dimensions.
Tip: When several strong dimensions or constraints conflict, PTC Creo Parametric makes the constraints and dimensions appear in blue box, and prompts you to delete one or more of them.
File menu options
The options that are displayed when you choose File from the menu bar are discussed next.
Select Working Directory
A working directory is a directory on your system where you can save the work done in the current session of PTC Creo Parametric. You can set any directory existing on your system as the working directory. Before starting the work in PTC Creo Parametric, it is important to specify the working directory. If the working directory is not selected before saving an object file, then the object file will be saved in a default directory. This default directory is set at the time of installing PTC Creo Parametric. If the working directory is selected before saving the object files that you create, it becomes easy to organize them. In PTC Creo Parametric, the working directory can be set in the following two ways:
Using the Navigator
When you start a PTC Creo Parametric session, the navigator is displayed on the left of the drawing area. This navigator can be used to select a folder and set it as the working directory. To do so, click on the Folder Tree node displayed at the bottom of the navigator; the expanded Folder Tree area will be displayed. Browse to the required location using the nodes available next to the folders and then select the desired folder. The selected folder will become the working directory for the current session. Alternatively, right-click on the folder that you need to set as the working directory; a shortcut menu will be displayed, as shown in Figure 1-8. Choose the Set Working Directory option from this shortcut menu to set the selected folder as the working directory. To make a new folder, choose the New Folder option from the shortcut menu.
C1SC002.PCXFigure 1-8 Shortcut menu
Using the Select Working Directory Dialog Box
To specify a working directory, choose File > Manage Session > Select Working Directory from the menu bar; the Select Working Directory dialog box will be displayed, as shown in Figure 1-9. Using this dialog box, you can set any directory as the working directory.
C1SC003.PCXFigure 1-9 The Select Working Directory dialog box
Choose the arrow at the upper left corner of the Select Working Directory dialog box; a flyout will be displayed, as shown in Figure 1-10. This flyout displays some of the drives present on your computeralong with the Favorites folder. The Favorites folder contains all directories that you saved as favorites. The procedure to save the favorite directorieswill be discussed later. When the Select Working Directory dialog box is invoked by default, it displays the contents of the default directory. However, you can change the default directory that appears every time you open this dialog box. Various options in the Select Working Directory dialog box are discussed next.
C1SC004.PCXFigure 1-10 The flyout displayed
File name
The File name edit box displays the name of the directory selected in the Select Working Directory dialog box. You can select a directory using the flyout, as discussed earlier or by entering the path of any existing directory in this edit box.
Type
The Type drop-down list has two options, Directories and All Files (*). If you select the Directories option, all directories present get listed, and if you select the All Files (*) option, then all files along with the directories are listed in the dialog box.
Organize
When you choose the Organize button from the Select Working Directory dialog box, a flyout will be displayed. The options in this flyout are used to create a new directory or rename an existing directory. You can also cut, copy, paste, and delete the existing folders using the options in the flyout. Moreover, you can add any existing folder in the Common Folders by using the Add to common folders option in this flyout, refer to Figure 1-11.
C1SC005.PCXFigure 1-11 The Organize flyout
Tip: The Select Working Directory dialog box has some of the properties of the Microsoft Windows operating system. You can set the working directory using this dialog box by browsing through directories and folders. You can also rename a file, directory, or a folder in this dialog box. Also, you can create a new directory using this dialog box.
Views
When you choose the Views button from the Select Working Directory dialog box, a flyout will be displayed. The options in this flyout are discussed next.
List: The List radio button is used to view the contents of the current folder or drive. These include files and folders in the form of a list.
Details: The Details radio button is used to view the contents of the current folder or drive in the form of a table, which displays the name, size, and date on which it was last modified.
Tools
When you choose the Tools button from the Select Working Directory dialog box, a flyout will be displayed, as shown in Figure 1-12. The options in this flyout are discussed next.
C1SC006.PCXFigure 1-12 The Tools flyout
Address Default: When you choose this option, the ‘Look In’ Default dialog box will be displayed. Figure 1-13 shows this dialog box with the options in the drop-down list. If you select the Default option from the drop-down list and then invoke the File Open dialog box, it will display the directory that is set as default. If you select the Working Directory option from the drop-down list and then invoke the File Open dialog box, it will display the working directory that is set. If you select the In Session option and then invoke the File Open dialog box, the File Open dialog box will open with the In Session folder selected by default. Similarly, you can set the Pro/Library as the working directory.
Up One Level: The Up One Level option allows you to move one level up in the directory. Choose this option; a directory that is one level above the current directory will be displayed. Alternatively, press ALT+UP arrow keys or BACKSPACE key to move one level up. You can also choose the arrow button on the left of the required directory in the address bar to display all folders in it.
C1SC007.PCXFigure 1-13 The ‘Look In’ Default dialog box with options in the drop-down list
Add to Favorites: The Add to Favorites option allows you to add the folders in the Favorites folder.
Remove from Favorites: The Remove from Favorites option allows you to remove the folders from the Favorites folder. This option is not enabled by default. To enable this option, you first need to add the folder in the Favorites folder using the Add to Favorites option.
Sort By: In the Select Working Directory dialog box, the Directories option in the Type drop-down list is displayed by default. From this drop-down list, if you select the All Files option and then choose the Tools button, a flyout will be displayed with the Sort By option.
The Sort By option is used to list all files in the directory in an order to facilitate the process of searching a file. When you choose the Sort By option, a cascading menu is displayed. In the cascading menu, there are two radio buttons, Model Name and Markup/Instance Name. If you select the Model Name radio button, the file list will be sorted out alphabetically by the model name in the Select Working Directory dialog box. The Markup/Instance Name radio button sorts out the file list by specific markups or instance names in the Select Working Directory dialog box.
Common Folders and Folder Tree
The Common Folders and Folder Tree tabs are available on the left of the Select Working Directory dialog box. The Common Folders contains folders such as Desktop, My Documents, Computer, Working Directory, and Favorites. You can add more folders in the Common Folders by using the Add to common folders option available in the Organize flyout.
The Folder Tree contains all the drives available on your computer along with their contents. You can also set the working directory by using the Folder Tree. By default, the Folder Tree is in the collapsed state. To expand it, you need to click on the node that is available on the left of the Folder Tree. The Working Directory and Favorites folders available in the Common Folders are discussed next.
Working Directory: This folder is used when you have already set the working directory. You may browse through the directories in the Select Working Directory dialog box, but when you choose this folder, the directory selected previously as the working directory is displayed in the list box.
Favorites: This folder is used to save the location of the directories that are to be used frequently. You just need to specify the working directory to be used frequently and save its location by selecting the Favorites folder.
If you want to select one of the favorite working directories, then select the Favorites folder from the Common Folders; the list of all directories that were saved as favorites will be displayed in the list box. Select the required favorite directory and choose OK; the selected favorite directory will be set as the current working directory.
Note
In PTC Creo Parametric, an object can be created in different modes such as Part, Drawing, Sketch, and then saved as a file.
New
NEW_TAB.pcx To create a new object, choose the New tool from the Data group of the Home tab in the Ribbon or choose the New tool from the Quick Access toolbar; the New dialog box will be displayed, as shown in Figure 1-14. This dialog box displays various modes available in PTC Creo Parametric. In this dialog box, by default, the Part mode radio button is selected and the default name of the object file is displayed in the Name edit box. You can also enter a new name for the object file. Note that the name must not contain a special character.
When you select the Part, Assembly, or Manufacturing radio button in this dialog box, the subtypes of the respective modes will be displayed under the Sub-type area of this dialog box.
Accept the default settings in the New dialog box by choosing the OK button; the default template will be loaded. To load a template other than the default one, clear the Use default template check box and then choose the OK button; the New File Options dialog box will be displayed, as shown in Figure 1-15. Using this dialog box, you can select the predefined templates or create a user-defined template. You can also open an empty template provided in the New File Options dialog box. In this case, you need to create the datum planes and the coordinate systems manually.
C1SC008.PCXFigure 1-14 The New dialog box
C1SC009.PCXFigure 1-15 The New File Options dialog box
If the measuring units for creating models is inches, select inlbs_part_solid from the list in the Template area and then choose OK from the New File Options dialog box. On doing so, the three default datum planes and a coordinate system will be displayed in the drawing area. Also, the Model Tree will appear on the left of the screen, as shown in Figure 1-16.
C1SC010.PCXFigure 1-16 The initial screen appearance after entering the Part mode
Open
C1SC011.PCX The Open button is used to open an existing object file. When you choose the Open option from the File menu or choose the Open button from the Quick Access toolbar, the File Open dialog box will be displayed, as shown in Figure 1-17. The selected working directory will be displayed in it. Note that the Preview area is not displayed by default. To view the Preview area, choose the Preview button. Most of the options in this dialog box are same as discussed in the Select Working Directory dialog box. The rest of the options in this dialog box are discussed next.
Tools
On choosing this button, a flyout will be displayed. The options available in this flyout are same as the options discussed in the Tools button of the Select Working Directory dialog box, except the All Versions and Show Instances options. These two options are discussed next.
All Versions
This option, when chosen, displays all versions of an object file. In PTC Creo Parametric, once a file is saved, its new version is generated with an entension that is incremented by 1. An object file is not copied on another object file but a new version of it is created. Therefore, every time you save an object using the Save option, a new version of it is created on the disk in the current working directory.
Show Instances
The Show Instances option, when chosen, displays all instances of the object file. Select the required file and then choose the Show Instances option from the Tools flyout; all the instances of the selected file will be displayed.
C1SC012.PCXFigure 1-17 The File Open dialog box
File name
In the File name edit box, you can enter the name of the existing object file that you want to open.
Type
The Type drop-down list contains the file formats of various modes available in PTC Creo Parametric. It also contains many other file formats that can be imported in PTC Creo Parametric. These file formats include IGES, SET, STEP, DWG/DWF, Medusa, Inventor, Parasolid, Rhino, and so on.
By default, the Creo Files option is selected in this drop-down list. As a result, you can open the files created in any mode of PTC Creo Parametric. However, if you select a specific mode from this drop-down list, only the files of the corresponding mode will be displayed. For example, if you select Part from the drop-down list, then only the .prt files will be displayed. This makes the selection and opening of the files easy.
Preview
The Preview button is used to preview the model before opening it. On choosing this button, you can preview the selected model in the File Open dialog box. You can zoom, pan, and rotate the model in the preview. Also, you can change the appearance (shaded, wireframe, no hidden, and hidden line) of the model, switch the model between the orthographic and perspective views, change the orientation type (dynamic, anchored, delayed, velocity, fly through, and standard) of the model, set the number of frames per second, and refit the preview in the preview screen.
Note
Assembly files with the file extension .asm can also be previewed by using the Preview button. If you are not able to see preview of the assembly files in the Preview area, then choose the Refresh button on the upper right of the File Open dialog box to resize the assembly according to the Preview area.
There is no Command prompt in PTC Creo Parametric. However, you are provided with prompts in the message area. Whenever you have to enter a numerical value or text, a message input window will be displayed in the message area.
In Session
The In Session folder is available in the Common Folders on the upper left of the File Open dialog box. When you choose the In Session folder, all the object files that are in the current session will be displayed in the display area. The object files that you open in PTC Creo Parametric in the current session are stored in its temporary memory. This temporary memory is stored in a folder named In Session. Once you exit PTC Creo Parametric, the contents of this folder are deleted automatically. However, the original files are not removed from their actual location.
Erase
As discussed earlier, all files opened in a session of PTC Creo Parametric are saved in the temporary memory. There are three options to erase objects in the temporary memory: Erase Current, Erase Not Displayed, and Erase Unused Model Reps. These options are available in the Manage Session flyout in the File menu. The options that are displayed in this flyout are discussed next.
Tip: Suppose you open an assembly that has a component named Nut. Close the assembly and now open another assembly that also has a component named Nut. Now, there are chances that the second assembly you choose to open may open with the Nut that was present in the previous assembly. This is because the component with the file named Nut was already present in the memory of PTC Creo Parametric (in session).
To avoid such type of errors, you should erase the files in the current session of PTC Creo Parametric before opening the next assembly.
Erase Current
The Erase Current option is used to erase the file opened and displayed in the drawing area. On choosing this option, the Erase Confirm message box will be displayed, prompting you to confirm the erasing of the file, as shown in Figure 1-18.
CISC18.PCXFigure 1-18 The Erase Confirm message box
Erase Not Displayed
The Erase option is used to delete the files stored in the temporary memory. To do so, choose File > Manage Session > Erase Not Displayed from the menu bar; the Erase Not Displayed dialog box will be displayed, as shown in Figure 1-19. The files that are not open in the current session will be displayed in this dialog box. Choose the OK button from this dialog box to remove these files.
C1SC013.PCXFigure 1-19 The Erase Not Displayed dialog box
Erase Unused Model Reps
This option is used to remove the unused simplified representations from the In Session folder. When you choose this option from the File menu, a message box will be displayed with the message that all the objects which were not displayed have been erased.
Delete
There are two options to delete files permanently from the hard disk. These options are available in the Manage File flyout in the File menu. The options in this flyout are discussed next.
Delete Old Versions
This option is used to delete all old versions of the current file. When you choose the Delete Old Versions option, the Delete Old Versions message box is displayed confirming to delete all old versions files. Choose Yes from the message box. All versions of that file will
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