CATIA V5 Design

Fundamentals

Jaecheol Koh
ONSIA Inc.

ONSIA
 CATIA V5 Design Fundamentals

CATIA V5 Design Fundamentals

A Step by Step Guide

ISBN-13: 978-1477689028
ISBN-10: 1477689028

Author: Jaecheol Koh

Publisher: ONSIA Inc. (www.e-onsia.com)
E-Mail: jckoh@e-onsia.com

Coypright © 2012 by Jaecheol Koh, ONSIA Inc.

All rights reserved.

No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechani-
cal, including photocopying, recording, or by any information storage or retrieval system, without prior
permission in writing from the publisher.

The files associated with this book or produced according to the steps in this book remain the intellectual
property of the author. The files are permitted for use by the original legal purchaser of this textbook and
may not be transferred to any other party for presentation, education or any other purposes.

ii
Download Files for Exercises

Visit our homepage www.e-onsia.com. You can download the files for exercises without any
limit. This textbook is written in Release 21 and the files are available in Release 19. Users of
earlier releases can use this textbook with minor modifications.

iii
 CATIA V5 Design Fundamentals

Download Files for Exercises

Visit our homepage www.e-onsia.com. You can download the files for exercises without any
limit. This textbook is written in Release 21 and the files are available in Release 19. Users of
earlier releases can use this textbook with minor modifications.

iv
Preface

This textbook explains how to create solid models, assemblies and drawings using CA-
TIA V5. CATIA is a three dimensional CAD/CAM/CAE software developed by Das-
sault Systèms, France. This textbook is based on CATIA V5 Release 21. Users of earlier
releases can use this book with minor modifications. We provide files for exercises via
our website. All files are in Release 19 so readers can open the files using later releases
of CATIA V5.

It is assumed that readers of this textbook have no prior experience in using CATIA V5
for modeling 3D parts. This textbook is suitable for anyone interested in learning 3D
modeling using CATIA V5.

Each chapter deals with the major functions of creating 3D features using simple exam-
ples and step by step self-paced exercises. Additional drawings of 3D parts are provided
at the end of each chapter for further self exercises. The final exercises are expected to be
completed by readers who have fully understood the content and completed the exercises
in each chapter.

Topics covered in this textbook

- Chapter 1: Basic component of CATIA V5 software, options and mouse operation.
- Chapter 2: Basic step by step modeling process of CATIA V5.
- Chapter 3 through 6: Creating sketches and sketch based features.
- Chapter 7: Usage of reference elements to create complex 3D geometry.
- Chapter 8: Dress-up features such as fillet, chamfer, draft and shell.
- Chapter 9: Modification of 3D parts to take advantage of parametric modeling concepts.
- Chapter 10: Creating complex 3D parts by creating multiple bodies and applying bool-
ean operations.
- Chapter 11: Copying or moving geometrical bodies.
- Chapter 12 and 13: Constructing assembly structures and creating or modifying 3D parts
in the context of assembly.
- Chapter 14 and 15: Creating drawings for parts or assemblies.
- Chapter 16: Advanced functions in creating a solid part such as a rib, stiffener and multi-
sections solid.

v
 CATIA V5 Design Fundamentals

Contents

Chapter 1 Starting CATIA V5

1.1 Introduction to CATIA V5 2

1.2 Workbenches in CATIA V5 3
1.3 Executing CATIA V5 3
1.3.1 File > New 5
1.3.2 Selecting Workbench in the Start Menu 6
1.4 Layout of the CATIA V5 Screen 6
1.4.1 Specification Tree 6
1.4.2 Menu Bar 7
1.4.3 Compass 7
1.4.4 Workbench 7
1.4.5 Status Bar 8
1.4.6 Base Planes 8
1.4.7 Toolbar 8
1.5 View Operations 9
1.5.1 Pan 9
1.5.2 Zoom In/Out 9
1.5.3 Rotate 9
1.5.4 Quick Pan 9
1.6 View Toolbar 10
1.6.1 Pan, Rotate, Zoom In, Zoom Out 10
1.6.2 Fit All In 11
1.6.3 Normal View 11
1.6.4 Create Multi-View 11
1.6.5 Quick View 11
1.6.6 View Mode 12
1.6.7 Hide/Show 14
1.6.8 Swap visible space 15
1.7 Short Keys 16

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1.8 System Options 16
1.9 Customization 18

Chapter 2 Modeling Process with CATIA V5

2.1 Terms and Concepts 26

2.1.1 Three Dimensional Modeling 26
2.1.2 Feature Based Modeling 26
2.1.3 Sketch Based Feature 27
2.1.4 History Based Modeling 28
2.2 Introduction to CATIA V5 Modeling Process 30
2.2.1 Creating a Part File 30
Exercise 01 31
2.2.2 Creating the First Sketch 34
Exercise 02 34
2.2.3 Extruding the Sketch 39
Exercise 03 39
2.2.4 Creating the Second Feature 40
Exercise 04 40
2.2.5 Additional Modeling 45
Exercise 05 45
2.2.6 Removing the Body 48
Exercise 06 48
2.3 Summary of the Modeling Process 51
2.4 Using the Specification Tree 52
2.5 Modification of the Model 55
Exercise 07 55

Chapter 3 Sketch Fundamentals

3.1 Sketcher Workbench 60

3.1.1 Introduction 60
3.1.2 Options for Sketcher Workbench 61
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 CATIA V5 Design Fundamentals

3.1.3 Units 63
3.2 Sketch Elements 64
3.3 Sketch Procedure 64
3.3.1 Defining the Sketch Plane 64
3.3.2 Creating Sketch Curves 65
3.3.3 Constraint 65
3.3.4 Exit the Sketch 65
3.4 Creating a Sketch 66
3.4.1 Profile 66
Exercise 01 67
3.4.2 Sketch Tools Toolbar 68
3.4.3 Predefined Profile 69
Exercise 02 69
3.4.4 Other Sketch Commands 71
Exercise 03 71
3.5 Deleting Sketch Elements 74
3.5.1 Select Toolbar 74
3.6 Constraining Sketch Curves 75
3.6.1 Dimensional Constraint 76
3.6.2 Geometrical Constraint 77
3.6.3 Types of Constraints 79
Exercise 04 81
3.6.4 Status of Constraint 83
3.6.5 Verifying the Status of Constraint 84
Exercise 05 87
Exercise 06 89
Exercise 07 94
Exercise 08 95

Chapter 4 Advanced Sketch

4.1 Modifying Sketch Curves 98

4.1.1 Fillet 98

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 4.1.2 Chamfer 99
4.1.3 Relimitation 100
4.2 Transformation 101
4.2.1 Mirror 101
Exercise 01 101
4.2.2 Symmetry 103
4.2.3 Translate 104
4.2.4 Rotate 105
4.2.5 Scale 106
4.2.6 Offset 107
4.3 Deleting Sketch Elements 108
4.4 Creating Sketch Elements from 3D Geometry 110
Exercise 02 110
Exercise 03 113
4.5 Positioned Sketch 116
Exercise 04 117
4.6 Linking Sketch Dimensions 118
Exercise 05 119
Exercise 06 122
Exercise 07 123
Exercise 08 124
Exercise 09 125
Exercise 10 126
Exercise 11 127

Chapter 5 Sketch-Based Features I (Pad and Pocket)

5.1 Pad 130

5.2 Profile 130
Exercise 01 131
5.2.1 Characteristics of a Profile 133
5.2.2 Using an Open Profile as the First Pad Feature 135
5.2.3 Usage of Open Profile 136

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 CATIA V5 Design Fundamentals

Exercise 02 136
Exercise 03 138
5.3 Direction of Pad 139
Exercise 04 140
5.4 First Limit of Pad 142
Exercise 05 143
Exercise 06 144
Exercise 07 145
Exercise 08 146
5.4.1 Offset of Limit Plane or Surface 147
5.4.2 Second Limit of the Pad 148
5.5 Pad of Surface or Plane 149
5.6 Thin Pad 151
5.7 Drafted Filleted Pad 152
Exercise 09 153
5.8 Multi-Pad 154
5.9 Pocket 155
5.10 Drafted Filleted Pocket 156
5.11 Multi-Pocket 157
Exercise 10 158
Exercise 11 162

Chapter 6 Sketch Based Features II (Shaft, Groove and Hole)

6.1 Shaft 168

6.1.1 Characteristics of Profile and Axis of Shaft 169
6.2 Groove 170
Exercise 01 170
6.3 Hole Command 172
6.3.1 Creating a General Hole 173
Exercise 02 174
6.3.2 Creating a Hole at an Existing Center 176
Exercise 03 176

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 6.3.3 Creating a Hole at a Distance from Existing Edges 177
Exercise 04 177
Exercise 05 179
Exercise 06 182
Exercise 07 190

Chapter 7 Reference Elements

7.1 Reference Elements 194

7.2 Reference Plane 195
7.2.1 Usage of a Reference Plane 196
7.2.2 Offset from plane Type 198
7.2.3 Angle/Normal to plane Type 199
7.2.4 Through three points Type 201
7.2.5 Normal to curve Type 202
Exercise 01 202
7.2.6 Other Types of Reference Plane 204
7.3 Reference Point 205
7.3.1 Coordinates Type 206
7.3.2 On curve Type 208
7.3.3 On plane Type 209
7.3.4 Circle / Sphere / Ellipse center Type 210
7.3.5 Tangent on curve Type 211
7.3.6 Other Types of Reference Points 211
7.4 Reference Line 212
7.4.1 Usage of Reference Line 213
7.4.2 Point-Point Type 214
7.4.3 Point-Direction Type 215
7.4.4 Angle-Normal to curve Type 216
7.4.5 Tangent to curve Type 217
7.4.6 Other Types of Reference Lines 218
Exercise 02 219
Exercise 03 223
Exercise 04 224

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 CATIA V5 Design Fundamentals

Chapter 8 Dress-Up Features

8.1 Dress-Up Features 226

8.2 Fillet 227
8.2.1 Edge Fillet 227
8.2.2 Types of Edge Fillet 228
8.2.3 8.2.3 Procedure for Edge Fillets 229
Exercise 01 230
8.2.4 Setback Fillet 231
Exercise 02 231
8.2.5 Limit Fillet 233
Exercise 03 233
8.2.6 Variable Radius Fillet 234
Exercise 04 234
8.2.7 Other Options of Edge Fillets 235
Exercise 05 235
8.2.8 Face-Face Fillet 239
8.2.9 Tritangent Fillet 241
8.2.10 Guideline for Applying Fillet 242
8.3 Shell 243
8.4 Chamfer 245
8.4.1 Mode Option 246
8.5 Draft Angle 247
8.5.1 Neutral Face and Parting Face 248
Exercise 06 249
8.5.2 Variable Angle Draft 252
8.5.3 Draft Reflect Line 252
Exercise 07 253
Exercise 08 254
Exercise 09 255
Exercise 10 256
Exercise 11 258

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Chapter 9 Parametric Modification

9.1 Understanding Parametric Modification 262

9.1.1 Parent - Children Relationship of Features 263
9.1.2 Breaking Links (Isolate) 264
9.1.3 Deactivate 264
9.2 Deleting a Feature 265
9.3 Modifying a Sketch 266
9.3.1 Elements Constituting Sketches 266
Exercise 01 267
Exercise 02 269
Exercise 03 270
9.4 Modifying Feature Definition 273
9.4.1 Reselecting Target Objects 273
Exercise 04 274
Exercise 05 276
9.4.2 Modifying Profile 278
Exercise 06 279
9.5 Inserting and Reordering a Feature 282
Exercise 07 283
Exercise 08 286
Exercise 09 288
Exercise 10 290

Chapter 10 Modeling with Bodies

10.1 Modeling with Bodies 292

10.1.1 Inserting Bodies 292
10.1.2 Geometrical Set 294
Exercise 01 295
10.2 Boolean Operations 297
10.2.1 Add 297
Exercise 02 298

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 CATIA V5 Design Fundamentals

Exercise 03 299
Exercise 04 300
10.2.2 Union Trim 301
Exercise 05 301
10.2.3 Remove 302
Exercise 06 302
10.2.4 Remove Lump 303
Exercise 07 303
10.2.5 Intersect 304
Exercise 08 304
10.3 Reusing Bodies 307
Exercise 09 307
10.4 Graphic Properties 310
Exercise 10 311
Exercise 11 313
Exercise 12 315

Chapter 11 Copy of Objects

11.1 Transformation Features 318

11.2 Pattern 318
11.2.1 Rectangular Pattern 319
Exercise 01 320
11.2.1.1 Parameters Option 322
11.2.1.2 Keep Specifications Option 322
11.2.1.3 Patterning Several Features 323
11.2.1.4 Position of Object in Pattern Option 323
11.2.2 Circular Pattern 324
Exercise 02 325
11.2.2.1 Parameters Option in the Axial Reference Tab 326
11.2.2.2 Parameters Option in the Crown Definition Tab 326
11.2.3 User Pattern 327
Exercise 03 328

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11.3 Mirror 329
Exercise 04 329
11.4 Scaling a Body 331
Exercise 05 332
Exercise 06 333
Exercise 07 334
Exercise 08 335

Chapter 12 Assembly Design I (Bottom-Up Assembly)

12.1 Introduction 338

12.2 Terms and Definitions 338
12.2.1 Part 338
12.2.2 Product 338
12.2.3 Component 339
12.2.4 Sub-assembly 339
12.2.5 Master Part 339
12.2.6 Instance 339
12.2.7 BOM(Bill of Material) 340
12.2.8 Bottom-Up Assembly Design 340
12.2.9 Top-Down Assembly Design 340
12.3 Constructing an Assembly 341
12.3.1 Invoking the Assembly Design Workbench 341
12.3.1.1 Using the Start Menu 341
12.3.1.2 Using File > New Menu 343
12.3.2 Creating a Product File 343
12.3.3 Key Functions of Assembly Design 343
12.4 Creating an Assembly 344
12.4.1 Inserting an Existing Part as a Component 345
Exercise 01 345
12.4.2 Name of Product and Instance 347
Exercise 02 348
12.5 Move Component 351

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 CATIA V5 Design Fundamentals

Exercise 03 351
12.6 Constraining Components 353
12.6.1 Fix 353
12.6.2 Coincidence 354
12.6.3 Contact 355
Exercise 04 355
12.6.4 Moving Components with the Snap Icon 359
12.6.5 Moving Components with the Smart Move Icon 360
12.7 Verifying Constraint Status 362
Exercise 05 364

Chapter 13 Assembly Design II (Top-Down Assembly)

13.1 Modifying Parts 366

Exercise 01 367
13.2 Checking Interference 370
13.2.1 Types of Interference 370
13.2.1.1.Clash 370
13.2.1.2 Contact 371
13.2.1.3 Clearance 371
13.2.2 Checking Interference 372
Exercise 02 374
13.3 Modifying Parts in the Context of Assembly 375
Exercise 03 376
Exercise 04 380
13.4 Creating a New Part in an Assembly 381
Exercise 05 381
Exercise 06 384
13.5 Disassembling an Assembly 386
13.6 Display of Assembly 388
13.6.1 Display of Components 388
13.6.2 Deactivate 389
Exercise 07 389

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 13.6.3 Sectioning 391
Exercise 08 392
Exercise 09 396

Chapter 14 Creating Drawing Views

14.1 Introduction 400

14.2 Terms and Definitions 400
14.2.1 Drawing View 400
14.2.2 Title Block 401
14.2.3 Drawing Sheet 401
14.3 Creating a New Drawing File 402
14.4 Drawing Sheet 403
14.4.1 Creating a Drawing Sheet 403
14.4.2 Setting a Drawing Sheet 404
14.5 Drawing Views 405
14.5.1 Projection View 405
Exercise 01 406
14.5.2 View Properties 411
Exercise 02 412
14.5.3 Section Views 413
Exercise 03 414
14.5.4 Detail View 418
14.5.5 Clipping View 419
14.5.6 Break View 420
Exercise 04 420
14.6 Modifying Part Geometry 423
Exercise 05 423
14.7 Inserting Frame and Title Block 426
14.7.1 Action 427
14.7.2 Creating a Frame for Company 427
Exercise 06 428

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 CATIA V5 Design Fundamentals

Chapter 15 Dimension, Annotation and Assembly Drawing

15.1 General Procedure of Creating Drawings 430

15.2 Creating Dimensions 430
15.2.1 Dimension Options 430
15.2.2 Display of Dimensions 431
Exercise 01 433
15.2.3 Tools Palette in Dimensioning 437
15.2.4 Aligning Dimensions 438
15.3 Annotations 439
15.4 Properties of Dimension and Annotation 441
15.4.1 Properties of Dimension 441
15.4.2 Properties of Annotation 442
15.4.3 Using the Manipulator 444
15.5 Center Lines 445
15.6 Assembly Drawing 447
15.6.1 Excluding Components in a View 447
15.6.2 Excluding a Component from being Sectioned 448
Exercise 02 449
15.6.3 Breakout View in an Assembly Drawing View 450
15.6.4 Inserting BOM (Bill of Material) 451
15.6.5 Inserting a Disassembled View 453
15.6.6 Balloon Annotation 455
15.7 Creating a PDF File 456
Exercise 03 457
Exercise 04 458
Exercise 05 459

Chapter 16 Sketch Based Features - Advanced

16.1 Stiffener 462
16.1.1 From Side Mode 462
16.1.2 From Top Mode 464
Exercise 01 465

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16.2 Solid Combine 466
16.3 Rib 467
16.3.1 Keep Angle Option 468
16.3.2 Pulling Direction Option 468
16.3.3 Reference Surface Option 469
16.3.4 Move Profile to Path Option 470
16.3.5 Condition of Profile and Center Curve 471
Exercise 02 471
16.3.6 Merge Rib’s Ends Option 474
16.4 Slot 475
16.5 Multi-Sections Solid 475
Exercise 03 476
16.5.1 Multi-Sections Solid with Guides 477
Exercise 04 477
16.5.2 Using a Spine for Multi-Sections Solid 480
Exercise 05 480
16.5.3 Coupling and Closing Point 482
Exercise 06 483
Exercise 07 486
16.6 Removed Multi-sections Solid 488
Exercise 08 489

xix
6 Sketch Based Features II
(Shaft, Groove and Hole)
chapter

After completing this chapter you will

understand
- how to create Shaft and Groove features.
- how to create a hole using the Hole command
 Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

6.1 Shaft

Using the Shaft command in the Sketch-Based Features toolbar, you can revolve a pro-
file or surface to create a 3D geometry. The 3D geometry created with the Shaft command
is added to the existing geometry.

Procedure

① Create a sketch.
② Choose the Shaft button from the Sketch-Based Features toolbar.
③ Select the profile or surface.
④ Select an axis of revolution.
⑤ Input the limit angle of the revolution and press OK.

Sample Chapter
If you press the button designated by A in Fig 6-1, you can invoke the Sketcher work-
bench and modify the sketch that you selected as the profile. If you did not create a sketch
in advance, you can create a new sketch while running sketch based features such as
Pocket, Pad and Shaft etc. by pressing the Sketcher button in the dialog box and speci-
fying the sketch plane. After creating the sketch, you can exit the Sketcher as usual and
the sketch is selected as the profile.

Fig 6-1 Creating a Shaft Feature

168
6.1.1 Characteristics of Profile and Axis of Shaft

When you define the profile and axis for the Shaft, you have to bear in mind the follow-
ing characteristics.

① You can use the Axis line, Reference Element or Standard Element as an axis
of the Shaft.
② You can create a solid body by revolving a closed profile.
③ When you are using an open profile as the profile of the first Shaft feature, you
have to choose the Thick option to create a solid body (except for the case of no.⑥
below).
④ You cannot use an intersecting profile for a single Shaft feature under any cir-
cumstances.

Sample Chapter
⑤ You can select as many profile as you want unless they are intersecting, pro-
vided they are all closed.
⑥ For cases where the end points of an open profile are on the axis, you can create
a solid body with an open profile.
(Refer to Fig 6-2.)
⑦ The axis cannot intersect the profile. (Refer to Fig 6-3.)
⑧ Values in the First angle and Second angle should not exceed 360°.

Fig 6-2 Open Profile Fig 6-3 Axis Intersecting the Profile

169
 Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

6.2 Groove

Using the Groove command in the Sketch-Based Features toolbar, you can revolve a
profile and remove material from the existing solid body. The Groove icon is activated
only when at least one solid body exists. Therefore, you cannot create a Groove as the
first feature.

Sample Chapter
Exercise 01 Creating a Groove Feature
Fig 6-4 Groove Feature

ch06_001.CATPart

Let’s create a Groove feature after creating a sketch.

A Step 1: Sketch

1. Open the given part file. (ch06_001.

CATPart)

2. Invoke the Sketcher workbench by

Fig 6-5 Sketch Plane specifying the plane A in Fig 6-5 as the
sketch plane.

3. Create a circle as shown in Fig 6-6

and iso-constrain it.

4. Exit the Sketcher.

Fig 6-6 Sketch

170
 Step 2: Groove

1. Choose the Groove button from the

C Sketch-Based Features toolbar.

2. Select the sketch created in Step 1.

3. Select the axis of revolution ( B in

Fig 6-7).

B
4. Press the Reverse Direction button
in the dialog box, if required, such that
Fig 6-7 Selecting Sketch and Axis the direction of the arrow appears as

Sample Chapter shown in Fig 6-8 C.

5. Input the limit values as shown in Fig

6-8. The preview is updated.

6. Press the OK button.

Fig 6-8 Limit Values

Fig 6-9 Preview Fig 6-10 Groove Feature

END of Exercise

171
 Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

6.3 Hole Command

Using the Hole command in the Sketch-Based Features toolbar, you can easily create
standard holes that are frequently used in mechanical parts.

You can create five types of standard holes in CATIA V5.

① Simple Hole
② Tapered Hole
③ Counterbored Hole
④ Countersunk Hole
⑤ Counterdrilled Hole

Sample Chapter
Fig 6-11 shows the section of each standard hole.

Fig 6-11 Section of Standard Holes

Remember that you can create holes by using the Pocket or Groove commands if you do
not know how to use the Hole command.

172
6.3.1 Creating a General Hole

You can create a general hole according to the following procedure.

① Press the Hole button in the Sketch-Based Features toolbar.

② Select a plane onto which to create a hole.
③ Set the Extension, Type and Thread Definition in the Hole Definition dialog
box.
④ Invoke the Sketcher by pressing the Positioning Sketch button and define the
location of the hole center.
⑤ Press the OK button.

If you press the Positioning Sketch button, you can define the location of the hole center

Sample Chapter
by using the sketch constraint. You may modify the location of the hole later by accessing
the sketch feature in the Spec Tree.

Note that you can create only one hole in a single operation. If you have to create a hole
recursively, you can copy or pattern the hole using the commands in the Patterns toolbar.

Fig 6-12 Hole Definition Dialog Box

173
 Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

Exercise 02 Creating a General Hole ch06_002.CATPart

1. Open the given part file. (ch06_002.

CATPart)

2. Choose the Hole button from the

A
Sketch-Based Features toolbar.

Read the message in the status bar.

3. Select the face A shown in Fig 6-13.

Sample Chapter
Fig 6-13 Plane for Hole
4. Set the options in the Extension and
Type tab in the Hole Definition dialog
box as shown in Fig 6-14 and press OK.

A counter bored hole is created at an

arbitrary location as shown in Fig 6-15.

Fig 6-14 Options Fig 6-15 Counterbored Hole Created

174
 5. Double click the Sketch feature un-
der the Hole feature in the Spec Tree.
The Sketcher workbench is invoked.

6. Press the Constraint button and de-

fine the location of the point as shown
in Fig 6-16.
Fig 6-16 Define the Location

7. Exit the Sketcher.

The location of the hole is updated.

END of Exercise

Sample Chapter
! Anchor Point

The Anchor Point option in the Type tab of Hole Definition dialog box defines the
location of the base point in the hole section.

Anchor Point

Fig 6-17 Anchor Point Option

175
 Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

6.3.2 Creating a Hole at an Existing Center

You can create a hole at the center of an existing circle or arc according to the following
procedure.

① Press the Hole button.

② Select a circle or an arc whose center will be coincident with the center of the
hole.
③ Select a plane.
④ Set the Extension, Type and Thread Definition in the Hole Definition dialog box.
⑤ Press the OK button.

Exercise 03 Creating a Hole at an Existing Center ch06_003.CATPart

Sample Chapter
Open the part file ch06_003.CATPart and create a simple hole whose center is coin-
cident with the center of an existing arc. The number in Fig 6-18 corresponds to the
procedure explained above.

Fig 6-18 Creating a Simple Hole

END of Exercise

176
6.3.3 Creating a Hole at a Distance from Existing Edges

You can create a hole at a distance from the existing linear edge(s) according to the fol-
lowing procedure.

① Press the Hole button.

② Select one or two linear edge(s).
③ Select a plane.
④ Set the Extension, Type and Thread Definition in the Hole Definition dialog
box.
⑤ Press the OK button.

Creating a Hole at a Distance

ch06_003.CATPart Exercise 04
from Existing Edges

Sample Chapter
Using the part file in Exercise 03, create a countersunk hole at a location measured from
the existing edges.

1. Press the Hole button and select the

edges , and plane in order as
shown in Fig 6-19.

2. Double click the dimension A and

B shown in Fig 6-20 and modify each
value to 40mm.
Fig 6-19 Selecting Edges and Plane

A
! Message in the Status Bar

Note that the status bar message after

pressing the Hole button is as follows.

B
“Select a face or a plane. Optionally se-
lect a point or line first to position the
Fig 6-20 Modifying the Dimensions
sketch.”

177
Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

3. Set the Extension and Type option in

the dialog box as shown in Fig 6-21.

Fig 6-22 shows the countersunk hole

created at a specified location from the
existing edges.
A

! Direction of the Hole

With the Direction option designated

by A in Fig 6-21, you can specify the
direction of the hole not normal to the

Sample Chapter
sketch plane.

!
Fig 6-21 Type and Extension Option
Creating Points in Advance

You can create points in advance at

which to create holes. If you want to
create holes at several points, you have
to run the Hole command for each hole.

When you are creating several holes

with the same section and options but
at different locations, you may create a
hole first and use the User Pattern com-
mand which will be explained further in
Fig 6-22 Countersunk Hole Created
Chapter 11.

END of Exercise

178
 Shaft and Groove Exercise 05

Let’s create the Shaft and Groove feature according to the following steps.

Step 1: Create a Shaft

1. Create a sketch on the xy plane as

shown in Fig 6-23. The axis A is cre-
ated with the Axis command in the
Profile toolbar.

2. Exit the Sketcher and press the

Sample Chapter
A
Shaft button.
Fig 6-23 The First Sketch
3. Select the sketch created above as the
profile.

4. Input 240 deg in the First angle

input box and press the Preview button.
The preview is shown in Fig 6-24.

5. Press the OK button to create the first

Shaft feature.

Fig 6-24 Preview of the Shaft Feature

Step 2: Second Sketch

1. Choose the Positioned Sketch

button from the Sketcher toolbar and
select the plane B shown in Fig 6-25.
Align the H and V axis as it appears in
the figure.

179
Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

2. Use the Project 3D Elements

command in the Operation toolbar to
project the curves C and D shown in
Fig 6-26 on the sketch plane.

3. Offset the projected curve 10mm

inside the geometry as shown in fig
6-27 E .

4. Create an additional line located

B
35mm above the bottom edge as shown
in Fig 6-27 F .

Sample Chapter 5. Convert the projected curve

D shown in Fig 6-26 as the construc-
tion elements.
C and

Fig 6-25 The Second Sketch Plane

6. Trim out the unnecessary portion of
the curves using the Quick Trim com-
mand.

7. Exit the Sketcher.

Fig 6-26 Project Fig 6-27 The Second Sketch Completed

180
 Step 3: Create a Groove

1. Choose the Groove button from the

Sketch-Based Features toolbar and
select the sketch that was created in
Step 2.

A
The status bar message prompts you to
Fig 6-28 Axis select an axis.

2. Select the edge A shown in Fig 6-28

as the axis.

Sample Chapter 3. Input 60 deg in the First angle input

box and press OK.

Step 4: The Third Sketch

B

1. Choose the Positioned Sketch

Fig 6-29 The Third Sketch Plane
button from the Sketcher toolbar and
select the plane B shown in Fig 6-29 as
the sketch plane.

2. Create an open sketch as shown in

Fig 6-30.

3. Exit the Sketcher workbench.

Fig 6-30 The Third Sketch

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 Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

Step 5: Create a Groove

1. Choose the Groove button from the

Sketch-Based Features toolbar and
select the sketch that is created in Step
4.

C 2. Select the edge C in Fig 6-31 as the

Fig 6-31 Preview of the Groove axis and set the Reverse side and/or
Reverse direction options so that the
arrows point as shown in Fig 6-31. You
can reverse the direction by clicking the
arrow head in the preview.

Sample Chapter 3. Input the angle to 90 deg.

4. Press the OK button.

Fig 6-32 Completed Model Fig 6-32 shows the completed model.

END of Exercise

Exercise 06 Spherical Guide Block

Create a spherical guide block referring to the drawing in Fig 6-33.

Requirements

① The diameter of the four holes specified by A are linked such that if you modify
one, all other holes are updated.
② The Pocket feature designated by B in Fig 6-33 has to remove the sphere com-
pletely regardless of the radius of the sphere.
③ The Pad feature designated by C has to end on the spherical surface.

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 Copyright © 2012 by ONSIA Inc. All rights reserved.

C B

Fig 6-33 Spherical Guide Block

Sample Chapter

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Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

Step 1: Bottom Plate

1. Create a sketch for the bottom plate

on the xy plane as shown in Fig 6-34.

2. Pad it by 24mm along the Z axis.

Step 2: Creating a Hemisphere

Fig 6-34 Base Sketch

1. Define a sketch on the upper plane of

the bottom plate as shown in Fig 6-35.

2. Create a half circle as shown in Fig

Sample Chapter
Fig 6-35 Sketch Plane
6-36 and iso-constrain it. The line pass-
ing through the center of the circle will
be used as the axis. You may create the
line with the Axis command because
the end points of the half circle are on
the axis.

3. Press the Shaft button.

4. Select the sketch designated by in

Fig 6-37 as the profile. The Selection
Fig 6-36 Half Circle
area of the Axis option is activated and
the status bar message prompts you to
select an axis.

5. Select the line shown in Fig 6-37

as the axis.

6. Input 180 deg in the First angle

Fig 6-37 Selecting Profile and Axis
input area and press OK.

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 Step 3: Pad Feature C in Fig 6-33

1. Press the Sketch button and select

the plane A shown in fig 6-38 as the
sketch plane. Be careful not to select
A
the other side of the base plate because
Fig 6-38 Sketch Plane
the hemisphere is one-sided.

2. Create the sketch as shown in Fig

6-39.

3. Exit the sketcher and press the Pad

button.

Sample Chapter 4. Select the sketch in Fig 6-39 as the

profile.

5. Select the type of the First limit as

Up to surface.

6. Select the surface of the hemisphere.

Fig 6-39 Rectangle

7. Confirm the preview and press OK.

Step 4: Pocket Feature B in Fig

6-33

1. Press the Sketch button and select

the xz plane as the sketch plane as
Fig 6-40 Sketch Plane shown in Fig 6-40. You can select the
zx plane in the Spec Tree.

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Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

2. Choose the Intersect 3D Elements

button ( in Fig 6-41) from the Opera-
tion toolbar.

3. Click the Surface Filter button (

in Fig 6-41) from the User Selection
Filter to turn it on.

4. Select the spherical surface shown

Fig 6-41 Selecting the Surface in Fig 6-41.

A yellow intersection curve is created

as shown in Fig 6-42.

Sample Chapter
5. Click the Surface Filter button from
the User Selection Filter to turn it off.
Fig 6-42 Intersection Curve

! Yellow Intersection Curve

If the yellow intersection curve is not obtained, check the option as follows.

① Choose Tools > Options from the menu bar.

② The “Keep link with selected object” option
in the General tab of Infrastructure > Part Infra-
structure has to be checked.

The yellow curve implies that the curve is linked

to another geometric element. If the source ele-
ment is modified, the linked element is updated.

If you want to break the link, place the mouse

cursor on the curve and press MB3. The Iso-
late menu is available in the pop-up menu of the
linked object.

186
 A 6. Align the sketch plane by pressing
B
the Normal View button in the View
toolbar. Note that the normal view is
reversed if you click the button one
more time.

7. Create a sketch as shown in Fig 6-43.

Fig 6-43 Sketch
Trim out the portion A and B of the
intersection curve.

8. Exit the Sketcher.

9. Press the Pocket button.

Sample Chapter
10. Press the More button in the Pocket
Definition dialog box. Set the First
limit and the Second limit as shown in
Fig 6-44 Limits Options
Fig 6-44 and press OK.

This is to fulfill the second requirement

of this exercise.

Fig 6-45 shows the model at this point.

Step 5: Pocket Feature A in Fig

Fig 6-45 Pocket Feature 6-33

1. Define the sketch plane on A in Fig

B
E 6-46 and create 4 circles as shown.

2. Apply the Concentricity constraint

between the circular edge and the circle.
A

C D 3. Create the diametral dimension for

each circle.
Fig 6-46 Sketch for Holes

187
Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

4. Modify the dimension designated by

B in Fig 6-46 as 20mm

5. Press MB3 on the dimension C in

Fig 6-46.

6. Select Edit Formula from the pop-up

menu of the object.

7. Select the dimension B in Fig 6-45.

The selected dimension variable ap-
J pears in the input area J in Fig 6-47.

8. Press OK. The dimension C in Fig

Sample Chapter
6-46 is modified to 20 and the function
symbol f(x) is appended.
Fig 6-47 Applying Formula
9. Link the dimensions D, E and F to
the dimension B in the same way.

11. Exit the Sketcher and create holes

using the Pocket command.

Fig 6-48 shows the completed

model.
Fig 6-48 Completed Model

END of Exercise

! Verifying the Requirement ②

① Double click the sketch of the hemisphere.

② Modify the radius to 90mm.
③ Exit the Sketcher.

The Shaft feature B in Fig 6-33 is created successfully because we have created an
intersection curve with the spherical surface.

188
 ! Verifying the Requirement ③

① Method 1: Modify the sketch dimension B in Fig 6-46.

② Method 2: Use the Formula icon in the Knowledge toolbar.

The following figure shows the procedure to modify the dimension value using the
Formula icon. Input a new value in the input box and press OK.

Sample Chapter

189
 Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

Exercise 07 Guide Bracket

Create a guide bracket referring to the drawing in Fig 6-49.

General Modeling Procedure (Refer to p.51)

① Create the features that add material.

② Create the features that remove material.
③ Complete the model by applying detailed features.

! Fillet

Sample Chapter
A fillet makes sharp edges rounded.

A convex fillet is a measure to make an exterior look aesthetic. If you manufacture

a part from a mold, convex fillets are naturally generated because the mold cavity is
machined with a rounded drill. If you want to generate a sharp edge with a mold, you
have to finish the rounded toolpath with a flat end mill.

A concave fillet is used to relieve stress concentration to avoid fracture of a part.

The Fillet feature designated by A in Fig 6-49 can be created by using the Edge Fillet
command available in the Dress-Up Features toolbar.

190
 Copyright © ONSIA Inc. All rights reserved.

Fig 6-49 Guide Bracket

Sample Chapter

Guide Bracket

191
Ch 6: Sketch Based Features II (Shaft, Groove and Hole)

Sample Chapter
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