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Advanced Assembly Design with Pro/ENGINEER Wildfire 4.0
Copyright 2011 Parametric Technology Corporation. All Rights Reserved. Copyright for PTC software products is with Parametric Technology Corporation, its subsidiary companies (collectively PTC), and their respective licensors. This software is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United States and other countries. It may not be copied or distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except with written prior approval from PTC. UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. User and training guides and related documentation from PTC is subject to the copyright laws of the United States and other countries and is provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTC hereby grants to the licensed software user the right to make copies in printed form of this documentation if provided on software media, but only for internal/personal use and in accordance with the license agreement under which the applicable software is licensed. Any copy made shall include the PTC copyright notice and any other proprietary notice provided by PTC. Training materials may not be copied without the express written consent of PTC. This documentation may not be disclosed, transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written consent of PTC and no authorization is granted to make copies for such purposes. Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that may appear in this document. For Important Copyright, Trademark, Patent and Licensing Information see backside of this guide.
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About PTC University

Welcome to PTC University!
With an unmatched depth and breadth of product development knowledge, PTC University helps you realize the most value from PTC products. Only PTC University offers: An innovative learning methodology - PTCs Precision Learning Methodology is a proven proprietary approach used by PTC to develop and deliver learning solutions. Flexible Delivery Options PTC University ensures you receive the same quality training programs regardless of the learning style. Our extensive experience, innovative learning techniques, and targeted learning modules facilitate the rapid retention of concepts, and higher user productivity. Premier Content and Expertise A thorough instructor certification process and direct access to the PTC product development and PTC consulting organizations means that only PTC courses can give you highly-qualified instructors, the most up-to-date product information and best practices derived from thousands of deployments. Global Focus PTC University delivers training where and when you need it by providing over 100 training centers located across 35 countries offering content in nine languages. Delivering Value A role-based learning design ensures the right people have the right tools to do their jobs productively while supporting the organizations overall performance goals. The course you are about to take will expose you to a number of learning offerings that PTC University has available. These include: Instructor-led Training (ILT) - The ideal blend of classroom lectures, personal demonstrations, hands-on workshops, assessments, and post-classroom tools. Pro/FICIENCY - This Web-based, skills assessment and development-planning tool will help improve your skills and productivity. eLearning Libraries - 24/7 access to Web-based training that will compliment your instructor-led course. Precision LMS - A powerful learning management system that will manage your eLearning Library and Pro/FICIENCY assessments. PTC University additionally offers Precision Learning Programs. These are corporate learning programs designed to your organizations specific goals, current skills, desired competencies and training preferences. Whatever your learning needs are, PTC University can help you get the most out of your PTC products.
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PTC Telephone and Fax Numbers

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Education Services Registration Tel: (888) 782-3773 Fax: (781) 370-5307 Technical Support (Monday - Friday) Tel: (800) 477-6435 Fax: (781) 707-0328 License Management and Contracts Tel: 877-ASK-4-PTC (877-275-4782) Fax: (781) 707-0331
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In addition, you can access the PTC Web site at www.ptc.com. Our Web site contains the latest training schedules, registration information, directions to training facilities, and course descriptions. You can also reach technical support, and register for online service options such as knowledge base searches, reference libraries and documentation. You can also find general information about PTC, PTC Products, Consulting Services, Customer Support, and PTC Partners.
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Please refer to http://www.ptc.com/services/training/contact.htm for contact information.
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Precision Learning
Precision Learning In The Classroom
PTC University uses the Precision Learning methodology to develop effective, comprehensive class material that will improve the productivity of both individuals and organizations. PTC then teaches using the proven instructional design principal of Tell Me, Show Me, Let Me Do: Topics are introduced through a short presentation, highlighting the key concepts. These key concepts are then reinforced by seeing them applied in the software application. You then apply the concepts through structured exercises. After the course, a Pro/FICIENCY assessment is provided in order for you to assess your understanding of the materials. The assessment results will also identify the class topics that require further review. At the end of the class, you will either take a Pro/FICIENCY assessment via your PTC University eLearning account, or your instructor will provide training on how to do this after the class.
Each student that enrolls in a PTC class has a PTC University eLearning account. This account will be automatically created if you do not already have one. As part of the class, you receive additional content in your account: A Pro/FICIENCY assessment from the course content that generates a Recommended Learning Report based on your results. A Web-based training version of the course, based on the same instructional approach of lecture, demonstration and exercise. The Recommended Learning Report will link directly to sections of this training that you may want to review. Please note that Web-based training may not be available in all languages. The Web-based training is available in your account for one year after the live class.
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Precision Learning After the Class
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Precision Learning Recommendations

PTC uses a role-based training approach. The roles and the associated training are graphically displayed in a curriculum map. Curriculum maps are available for numerous PTC products and versions in the training section of our Web site at http://www.ptc.com/services/edserv/learning/paths/index.htm.
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Before the end of the class, your instructor will review the map corresponding to the course you are taking. This review, along with instructor recommendations, should give you some ideas for additional training that corresponds to your role and job functions.
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Please note that a localized map may not be available in every language and that the map above is partial and for illustration purposes only.
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For Students: How to Use this Course Handbook

Guide Layout
The information in this guide is organized as topics to aid students in finding information after the class is complete. Each topic is divided into the following sections: Concept This section contains the initial introduction to the topic and is presented during the class lecture. Theory This section provides detailed information introduced in the Concept. Procedure This section provides step-by-step instructions on how to complete the topic within Pro/ENGINEER. Procedures are short, focused, and simple exercises that cover the specific topics to which they apply. Procedures are found in this Student Handbook only. Not every topic has a Procedure as there are knowledge topics that can not be exercised. Exercise Exercises are longer than procedures, and may cover multiple topics, so not every topic will have an associated exercise. Exercises are typically more involved and use more complicated models. Exercises are found in the printed Exercise Guide and the online exercise HTML files.
Running Course Handbook Procedures and Exercises
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An example of a Procedure is shown below, but Exercises follow the same general rules:
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To make the exercises and procedures (referred to collectively as labs for the remainder of this section) as concise as possible, each begins with a header. The header lists the name of the lab and a brief scenario. The header lists the working directory, the file you are to open, and the initial datum display.
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The first module is typically a process module. In this module, you are introduced to the generic high-level processes used during the course and after the course is completed.
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Additionally, topics are organized into modules. Except for the first module, all modules are grouped to keep similar functionality together.
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The following gives a brief description of the items highlighted above: 1. Procedure/Exercise Name This is the name of the lab. 2. Scenario This briefly describes what will be done in the lab. 3. Close Windows/Erase Not Displayed This indicates that you should close any open files and erase them from memory. Click the Close Window icon until the icon is disabled and then click the Erase Not Displayed icon and click OK. These icons have been added to the left side of the main toolbar. 4. Folder Name This is the working directory for the lab. Lab files are stored on a module by module basis. Within each module, you will find subdirectories for each lab. In this example, Extrude_Features is the working directory. To set the working directory, select the folder from the browser, right-click and select Set Working Directory 5. Model to Open This is the file to be opened from the working directory (extrude.prt for example). In the browser, right-click on the file and select Open. The model could be a part, drawing, assembly, etc. Also, if you are expected to create a model, you will see Create New here. 6. Datum Display Setting The initial datum display is shown here.
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means that you should display datum For example, planes but not display datum axes, datum points and datum coordinate systems. Before beginning the lab, set the icons in the datum display toolbar to match those shown in the header. 7. Task Name Labs are broken into distinct tasks. There may be one or more tasks within a lab. 8. Lab Steps These are the individual steps required to complete a task.
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Two other items of note for labs: Saving Saving your work after completing a lab is optional, unless otherwise stated. Erasing models from memory You should always erase models from memory when a lab is complete.
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Training Agenda
Day 1
Module 01 Module 02 Module 03 Module 04 Using Advanced Assembly Constraints Creating and Using Component Interfaces Creating and Using Flexible Components Restructuring and Mirroring Assemblies
Day 2
Module 05 Module 06 Module 07 Module 08 Using Assembly Features and Shrinkwrap Replacing Components in an Assembly Understanding the Basics of Simplified Reps Creating Cross-Sections, Display Styles, and Combined Views
Day 3
Module 09 Module 10 Module 11 Module 12
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Substituting Components By Rep, Envelope, and Model Understanding Advanced Simplified Rep Functionality Creating and Using Assembly Structure and Skeletons Project
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Table of Contents Advanced Assembly Design with Pro/ENGINEER Wildfire 4.0

Using Advanced Assembly Constraints . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Constraining Components using Coordinate Systems. . . . . . . . . . . . 1-2 Constraining Components using Tangency . . . . . . . . . . . . . . . . . . . . 1-5 Constraining Components using Pnt on Line . . . . . . . . . . . . . . . . . . . 1-7 Constraining Components using Pnt on Surf . . . . . . . . . . . . . . . . . . 1-10 Constraining Components using Edge on Surf . . . . . . . . . . . . . . . . 1-13 Constraining Components using Pnt on Pnt . . . . . . . . . . . . . . . . . . 1-15 Constraining Components using Fix . . . . . . . . . . . . . . . . . . . . . . . . 1-17 Creating and Using Component Interfaces . . . . . . . . . . . . . . . . . . . . . 2-1 Understanding Component Interfaces . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Using a Placing Component Interface . . . . . . . . . . . . . . . . . . . . . . . . 2-5 Using a Receiving Component Interface . . . . . . . . . . . . . . . . . . . . . 2-10 Creating a Component Interface using Save as Interface . . . . . . . . 2-14 Auto Placing Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17 Copying and Pasting Components. . . . . . . . . . . . . . . . . . . . . . . . . . 2-21 Repeating Component Placement . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24 Creating and Using Flexible Components . . . . . . . . . . . . . . . . . . . . . . 3-1 Adding Flexibility to a Component . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Placing Flexible Components in an Assembly . . . . . . . . . . . . . . . . . . 3-5 Adding Flexibility to Already Placed Components . . . . . . . . . . . . . . . 3-9 Using Flexible Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13 Restructuring and Mirroring Assemblies . . . . . . . . . . . . . . . . . . . . . . . 4-1 Restructuring Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Creating Mirrored Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6 Creating Mirrored Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10 Creating Mirrored Subassemblies . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
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Using Assembly Features and Shrinkwrap . . . . . . . . . . . . . . . . . . . . . 5-1 Understanding Assembly Features . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Creating an Assembly Cut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4 Creating Assembly Holes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8 Creating a Shrinkwrap Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11 Creating a Shrinkwrap Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16 Summarizing Shrinkwrap Features and Models . . . . . . . . . . . . . . . 5-22 Replacing Components in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Understanding Component Replace . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 Replacing Components using Family Table . . . . . . . . . . . . . . . . . . . . 6-4
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Replacing Components using Reference Model . . . . . . . . . . . . . . . . 6-7 Replacing Components using By Copy . . . . . . . . . . . . . . . . . . . . . . . 6-9 Replacing Unrelated Components . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12 Understanding Interchange Assemblies . . . . . . . . . . . . . . . . . . . . . 6-16 Replacing using a Functional Interchange Assembly . . . . . . . . . . . 6-18 Understanding the Basics of Simplified Reps . . . . . . . . . . . . . . . . . . . 7-1 Understanding Simplified Rep Concepts . . . . . . . . . . . . . . . . . . . . . . 7-2 Customizing Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4 Excluding Components using Simplified Reps. . . . . . . . . . . . . . . . . . 7-6 Creating Geometry and Graphics Simplified Reps . . . . . . . . . . . . . . 7-9 Opening Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14 Creating Part Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18 Creating a Simplified Rep using Shrinkwrap . . . . . . . . . . . . . . . . . . 7-23 Creating Cross-Sections, Display Styles, and Combined Views . . . . 8-1 Understanding Assembly Cross-Sections . . . . . . . . . . . . . . . . . . . . . 8-2 Creating Planar Assembly Cross-Sections . . . . . . . . . . . . . . . . . . . . 8-4 Creating Offset Assembly Cross-Sections . . . . . . . . . . . . . . . . . . . . . 8-9 Creating Zone Assembly Cross-Sections . . . . . . . . . . . . . . . . . . . . 8-13 Creating Display Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17 Creating Combination Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21 Substituting Components By Rep, Envelope, and Model . . . . . . . . . . 9-1 Understanding Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2 Creating and Using a Surface Subset Shrinkwrap Envelope. . . . . . . 9-4 Creating and Using a Faceted Shrinkwrap Envelope . . . . . . . . . . . . 9-8 Creating and Using a Create Features Envelope . . . . . . . . . . . . . . 9-12 Creating and Using an Envelope Copied from an Existing Part. . . . 9-15 Substituting Components Using By Rep . . . . . . . . . . . . . . . . . . . . . 9-19 Substituting Components Using By Model . . . . . . . . . . . . . . . . . . . . 9-22
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Understanding Advanced Simplified Rep Functionality . . . . . . . . . . 10-1 Searching for Components for Simplified Reps . . . . . . . . . . . . . . . . 10-2 Creating Simplified Reps by Size . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6 Creating Simplified Reps using Zones . . . . . . . . . . . . . . . . . . . . . . 10-11 Creating Simplified Reps by Distance . . . . . . . . . . . . . . . . . . . . . . 10-15 Creating Simplified Reps using Exterior Components . . . . . . . . . . 10-18 Defining Simplified Reps using Rules . . . . . . . . . . . . . . . . . . . . . . 10-22 Using On-Demand Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . 10-27 Creating External Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . 10-32 11-1 11-2 11-4 11-8
Creating and Using Assembly Structure and Skeletons . . . . . . . . . . Understanding Skeletons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Assembly Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Skeletons for Space Claims . . . . . . . . . . . . . . . . . . . . . . .
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Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Table Fan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Skeleton Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Shaft and Arm Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Components to Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing the Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Creating Skeletons for Placement References . . . . . . . . . . . . . . . . 11-11 Copying a Model to a Skeleton . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-15 Creating Multiple Skeletons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-16 Sharing Skeleton Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-21 Creating and Placing Models using Skeleton References . . . . . . . 11-25 Creating a Motion Skeleton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-30 Sketching a Motion Skeleton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-32 Creating Bodies for a Motion Skeleton. . . . . . . . . . . . . . . . . . . . . . 11-36 Assigning Connections for a Motion Skeleton . . . . . . . . . . . . . . . . 11-39 Creating Solid Models from a Motion Skeleton . . . . . . . . . . . . . . . 11-44 12-1 12-2 12-3 12-4 12-5 12-6
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Using Advanced Assembly Constraints

Module Overview
You can properly position most components in an assembly using the Automatic Assembly option or by specifically applying basic constraint types such as Mate, Align, or Insert. In some situations however, these basic constraints will either not work or are not efficient to use. In these more complex or unique situations, it is helpful to apply more advanced constraints to position components in your assembly. In this module, you will learn to use Pro/ENGINEER's advanced assembly constraints for positioning components in an assembly.
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After completing this module, you will be able to: Assemble a component using the Coord Sys constraint. Assemble a component using the Tangent constraint. Assemble a component using the Pnt on Line constraint. Assemble a component using the Pnt on Surf constraint. Assemble a component using the Edge on Surf constraint. Assemble a component using the Pnt on Pnt constraint. Assemble a component using the Fix constraint.
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Constraining Components using Coordinate Systems

The Coord Sys constraint enables you to position a component in an assembly by aligning coordinate systems.
The Coord Sys Constraint
Select Two Coordinate Systems
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The Coord Sys constraint enables you to position a component in an assembly by aligning its coordinate system with a coordinate system in the assembly. You position the component by aligning any corresponding axes of the selected coordinate systems. Because each of the three coordinate system axes are aligned, only one Coord Sys constraint is required to fully constrain a component. During the assembly process, you can select coordinate systems in one of four ways: From the Graphics window. From the model tree. Using the Search tool. Creating them onthefly. You cannot select the coordinate system of the component being assembled from the model tree as it is not visible in the tree until the assembly process is completed.
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Constraining Components using Coordinate Systems
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Coordinate Systems Axes are Aligned
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Common Uses for the Coord Sys Constraint

You can use the Coord Sys constraint in a variety of situations, some of which are listed below. In an assembly created using top-down design techniques, component position is often defined using coordinate systems, prior to completion of component designs. In some industries, it is common to create designs using a single common coordinate system. You can use the Coord Sys constraint to position components in the design's common coordinate system. When positioning components in complicated orientations defined by multiple offsets, angles, and cylindrical or spherical coordinate positions.
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PROCEDURE - Constraining Components using Coordinate Systems

Scenario
Use a Coord Sys constraint to position the pivot arm. Coord_Sys Task 1: pivot_control.asm
Position the PIVOT_ARM.PRT using a Coord Sys constraint.
1. Edit the definition of PIVOT_ARM.PRT. Notice the constraint STATUS is No Constraints. 2. In the dashboard, select Coord Sys from the drop-down list. 3. Select both coordinate systems named ARM_ASSY_REF.
4. Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained. 5. Click Complete Component
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Because a coordinate system defines orientation in the X, Y, and
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Z directions, only one Coord Sys define a components position.
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. constraint is required to fully .
Task 2:
Change the orientation of the PIVOT_ARM.PRT.
1. In the model tree, right-click the coordinate system ARM_ASSY_REF and select Edit. 2. Double-click the 25 X value, edit it to 25, and press ENTER. 3. Click Regenerate
This completes the procedure.
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Constraining Components using Tangency

The Tangent constraint enables you to position a component by constraining two surfaces at their point of tangency.
The Tangent Constraint
Common Uses for the Tangent Constraint
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A contact point between a cam and its actuator. Any design in which a cylindrical, spherical, or conical surface has a tangent contact with a planar surface. The Tangent constraint references one surface patch to another. It will not automatically transition from one surface patch to another to show cam and actuator type motion. You can address more complicated assembly cases such as this using datum features within Pro/ENGINEER or with mechanism constraint types in Pro/MECHANISM.
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You can use the Tangent constraint in a variety of situations, some of which are listed below.
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Use the Tangent constraint to position the contact of two surfaces at their point of tangency. The function of this placement constraint is similar to the Mate constraint as the contacting surfaces face each other. It is important to understand that it does not align them.
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Position After Edit
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Initial Contact Position
PROCEDURE - Constraining Components using Tangent

Scenario
Use a Tangent constraint to position the control arm. Tangent Task 1: carburetor_tan.asm
Position the CONTROL_ARM.PRT using a Tangent constraint.
2. In the Graphics window, right-click and select New Constraint. 3. In the dashboard, select Tangent from the drop-down list. 4. Select the ball end of the IDLE_SCREW.PRT and the facing surface on CONTROL_ARM.PRT.
6. Click Complete Component
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5. Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained. .
7. Activate the Named View List and click TOP.
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8. In the model tree, right-click IDLE_SCREW.PRT and select Edit. 9. Double-click the 0 value, edit it to 6 and press ENTER.
10. Click Regenerate
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11. Notice how the CONTROL_ARM.PRT maintains tangency with the IDLE_SCREW.PRT and moves accordingly. This completes the procedure.
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1. Edit the definition of CONTROL_ARM.PRT. Notice that because the rotational orientation of the component has not been defined, the constraint STATUS is Partially Constrained.
Constraining Components using Pnt on Line

The Pnt on Line constraint enables you to position a component by fixing a point or vertex onto an edge, axis, or datum curve.
Select Vertex and Curve
Use the Pnt on Line constraint to position a point or vertex onto an edge, axis, or datum curve. In this example, the vertex at the end of the push pin is constrained to the curve in the slider model. As the slider moves, the push pin follows the curve.
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Common Uses for the Pnt on Line Constraint
You can use the Pnt on Line constraint in a variety of situations, some of which are listed below.
To position a contact location between a point and a path, defined by a curve or edge. To constrain a component vertex onto a model edge. To assemble to framework or skeleton geometry.
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Constraining Components using Pnt on Line
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Point on Edge Constraint
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Vertex on Curve Position
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PROCEDURE - Constraining Components using Pnt on Line

Scenario
Use a Pnt on Line constraint to position the push pin. Pnt_on_Line Task 1: pnt_on_line.asm
2. In the Graphics window, right-click and select New Constraint. 3. In the dashboard, select Pnt On Line from the drop-down list. 4. Select the vertex at the end of the FIXTURE_PUSH_PIN.PRT and the curve Curve:F6, in FIXTURE_SLIDE.PRT.
constraint will remain connected along Curve, the Pnt On Line its entire length, as it transitions from one entity to another.
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It is important that the curve Feature 6 is selected as the assembly reference, not the model edge. Because this curve is a Composite
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1. Edit the definition of FIXTURE_PUSH_PIN.PRT. Notice that because the vertical orientation of the component has not been defined, the constraint STATUS is Partially Constrained.
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Position the FIXTURE_PUSH_PIN.PRT using an Pnt on Line constraint.
Task 2:
Pattern the FIXTURE_PUSH_PIN.PRT and edit the assembly.
1. In the model tree, right-click the FIXTURE_PUSH_PIN.PRT and select Pattern. 2. Click Complete Component .
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5. Click Regenerate . Notice that because of the Pnt On Line constraint, the FIXTURE_PUSH_PIN.PRT stays connected to the curve as the slide moves.
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4. Double-click the 5 value, edit it to 20, and press ENTER.
3. In the model tree, right-click FIXTURE_SLIDE.PRT and select Edit.
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Constraining Components using Pnt on Surf

The Pnt on Surf constraint enables you to position a component by fixing a point or vertex onto a surface or datum plane.
The Pnt on Surf Constraint
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Constraining Components using Pnt on Surf
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Use the Pnt On Srf constraint to position a point on a surface. You can use part or assembly datum points, surface features, datum planes, or solid surfaces for constraint references.
Common Uses for the Pnt on Surf Constraint

You can use the Pnt on Surf constraint in a variety of situations, some of which are listed below. To position a contact location between a component vertex with the surface of another component. To fix a component datum point to a design datum or surface.
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Point on Surface Position
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Select Vertex and Surface
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PROCEDURE - Constraining Components using Pnt on Surf

Scenario
Use a Pnt on Surf constraint to position an idle screw. Pnt_on_Surf Task 1: carburetor_pnt. asm
1. Edit the definition of IDLE_SCREW_PNT.PRT. Notice that because the depth position of the component has not been defined, the constraint STATUS is Partially Constrained. 2. In the Graphics window, right-click and select New Constraint. 3. In the dashboard, select Pnt On Surf from the drop-down list. 4. Select the vertex at the end of the IDLE_SCREW_PNT.PRT and the facing surface on CONTROL_ARM.PRT.
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5. Notice that the component snaps to its new location and the constraint STATUS is now Fully Constrained.
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7. Activate the Named View List and select TOP.
8. In the model tree, right-click CONTROL_ARM.PRT and select Edit. 9. Double-click the 65 value, edit it to 90 and press ENTER.
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Position the IDLE_SCREW_PNT.PRT using a Pnt on Surf constraint.
10. Click Regenerate
11. Notice how the IDLE_SCREW_PNT.PRT maintains contact with the CONTROL_ARM.PRT and moves accordingly.
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Constraining Components using Edge on Surf

The Edge on Surf constraint enables you to position a component by fixing a linear edge to a planar surface or datum plane.
Select Surface and Edge
Edge on Surface Constraint
Constraining Components using Edge on Surf
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The Edge on Surf constraint is useful in a variety of situations. The most common situation is when you place the edge of a component onto the surface of another component. This is especially helpful when you design fixtures and sheetmetal products because both products typically contain many linear edges and planar surfaces.
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Common Uses for the Edge on Surf Constraint
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Use the Edge On Surf constraint to place a linear edge with a planar surface. The surface reference can be a datum plane, surface feature, or solid surface.
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PROCEDURE - Constraining Components using Edge on Surf

Scenario
Use an Edge on Surf constraint to position the ratchet arm. Edge_on_Surf Task 1: ratchet.asm
Position the RATCHET.PRT using an Edge on Surf constraint.
2. Press CTRL + ALT and middle-click to spin the component so that it is close to the final assembly position shown. 3. In the Graphics window, right-click and select New Constraint.
4. In the dashboard, select Edge
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The Edge on Surf constraint requires that a linear edge or curve lie on a planar surface. Because the outer walls of the RATCHET.PRT are drafted, the vertical edge on the RATCHET.PRT could not be constrained to any of the outer walls. This completes the procedure.
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5. Select the vertical edge on RATCHET.PRT and the flat surface on the hex geometry of the RATCHET.PRT.
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On Surf list.
from the drop-down
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1. Edit the definition of RATCHET_ARM.PRT. Notice that because the rotational orientation of the component has not been defined, the constraint STATUS is Partially Constrained.
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Constraining Components using Pnt on Pnt

The Pnt on Pnt constraint enables you to position a component by fixing a point or vertex onto another point or vertex.
Select Point and Point
Point on Point Constraint
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Constrained Spring
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Second Point on Point Constraint
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You can use the Pnt on Pnt constraint to position a point or vertex with another point or vertex. In the images above, the spring is positioned by constraining points at the attachment locations of the spring to corresponding attachment points on the clutch shoes.
Common Uses for the Pnt on Pnt Constraint

You can use the Pnt on Pnt constraint in a variety of situations, some of which are listed below.
You can control component positions by aligning a vertex on one component with a vertex on another. You can use the Pnt on Pnt constraint when you assemble components to framework or skeletal type geometry when the geometry consists mostly of datum type features. You can easily define attachment geometry without planar or cylindrical features using datum points and then position them using the Pnt on Pnt constraint.
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Constraining Components using Pnt on Pnt
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PROCEDURE - Constraining Components using Pnt on Pnt

Scenario
Use two Pnt on Pnt constraints to position the spring. Pnt_on_Pnt Task 1: clutch.asm
2. In the Graphics window, right-click and select New Constraint. 3. Select datum point PNT1 on the CLUTCH_SPRING.PRT and datum point SPRING1 on the CLUTCH_SHOE_L.PRT. 4. In the Graphics window, right-click and select New Constraint.
6. Select point PNT2 on the CLUTCH_SPRING.PRT and SPRING1 on the CLUTCH_SHOE_R.PRT.
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5. Press CTRL + ALT and middle-click to spin the component.
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1. Edit the definition of CLUTCH_SPRING.PRT. Notice the constraint STATUS is Partially Constrained.
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Position the CLUTCH_SPRING.PRT using two Pnt on Pnt constraints.
Constraining Components using Fix

The Fix constraint enables you to maintain a component's position even when it has not been fully constrained.
Packaged Control Arm
Fixed Control Arm
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Constraining Components using Fix

Use the Fix constraint to maintain the current position of a component that has not been fully constrained. This is helpful in cases where a component is partially constrained, however, the final degree of freedom is not explicitly defined. In the example above, the ball end of the control arm is mated to the bottom of the housing socket but the final orientation is not defined. After moving the control arm to a random position, you can apply the Fix constraint to lock that position.
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Common Uses for the Fix Constraint

You can use the Fix constraint anytime you have intentionally assembled a component into position without that position being fully constrained. The Fix constraint will lock the component into the current position so that it will not inadvertently be moved while working with other components in the design.
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Packaged Symbol in Model Tree
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PROCEDURE - Constraining Components using Fix

Scenario
Use a Fix constraint to lock the pivot arm's position. Fix Task 1: pivot_control_fix.asm
Position the PIVOT_ARM.PRT and lock it in place using the Fix constraint.
4. After positioning the component, in the Graphics window right-click and select New Constraint.
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5. In the dashboard, select the Fix constraint from the drop-down list. 6. Notice that the constraint STATUS is now Fully Constrained. 7. Click Complete Component .
You can also apply the Fix constraint to your model by right-clicking in the Graphics window. It is located just below the New constraint in the pop-up menu. This completes the procedure.
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3. Press CTRL + ALT and middle-click to move the component in its remaining degrees of freedom. You can leave the component in any position you choose.
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2. Edit the definition of PIVOT_ARM.PRT. Notice in the dashboard that the constraint STATUS is also shown as Partially Constrained.
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1. In the model tree, notice the small Packaged Component icon next to PIVOT_ARM.PRT. This icon indicates that the component is packaged or partially constrained.
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Creating and Using Component Interfaces

Module Overview
Component interfaces are user-defined sets of constraints and references that are stored with a model and used to quickly place that component during an assembly operation. After you define an interface, you can use it whenever you place the component in an assembly. Adding component interfaces to an organization's standard components will increase assembly productivity, enabling faster and more accurate component placement. The same functionality used in component interfaces is also used to place components using Copy and Paste, Repeat, and Auto Place functionality.
Objectives
After completing this module, you will be able to: Create and use a placement component interface. Create and use a receiving component interface. Create a component interface using the Save As Interface. Auto place components in an assembly. Copy and paste components within assemblies. Repeat the placement of components within an assembly.
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Understanding Component Interfaces

Component interface features contain stored constraints and references used to assemble components more efficiently.
Elements of a component interface: Interface Name Interface Template Interface Type, Placing, or Receiving Constraints and References
In the Model Tree
Constraints and References in the Dialog Box
Elements of a Component Interface
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A unique set of elements are used to define a component interface. Interface Name Used to identify and select the component interface. Interface Template Used to create interfaces with mechanism type constraints. Placement/Receiving Interface Determines if the component interface is used for placing the component or receiving another component. The Either type interface can be used for either placing or receiving.
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You can add Component Interface features to part or assembly models. Like any feature, component interfaces appear in the model tree, have their own identifying icon, and can be edited.
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Component interfaces are user-defined sets of constraints stored in a model and used to quickly place components during assembly operations. After a component interface is defined, you can reuse it during any assembly operation.
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Understanding Component Interfaces
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Name and Template
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Constraints and References on the Model
Constraints Each component interface contains a set of predefined constraints that are applied when using the interface. References Each component interface contains selected geometry, corresponding to each constraint in the interface.
Constraints and References
Dependent Select Dependent to ensure that Offset types (Coincident, Orient, Offset) and orientations (Mate, Align) cannot be changed. If you delete a component interface, any components referencing it will fail regeneration and require you to select new references.
Creating a Component Interface
Dialog Box
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Save as Interface
Placing Components using Component Interfaces
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Interface to Geom Place a component containing an interface in an assembly without a receiving interface. You are required to select matching references from the assembly.
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When placing a component containing an interface, the placement dashboard will present you with the following placement options.
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Interface to Interface Place a component containing an interface in an assembly containing a Receiving interface. To position components, you click one or more white circles, each circle representing a Receiving interface.
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Component interfaces are created explicitly using the Component Interface dialog box or on-the-fly by saving a component's existing set of assembly constraints.
Interface to Geom
Interface to Interface
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Multiple Interfaces When the component being placed contains multiple component interfaces, the default is used unless you select another interface from the drop-down list. Multiple Interfaces Place Manually Click Place Manually from the dashboard to assemble a component without using an existing interface.
Place Manually
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Using a Placing Component Interface

You use a Placing Component interface when inserting a component into an assembly.
Placing Component Interface Interface Name Component Constraints Component References
As Seen in Model Tree
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The Either type interface can also be used as a Placing interface. The Either type interface behaves as a Placing interface when inserted into an assembly and a Receiving interface when components are added to it. While flexible, this behavior may or may not meet your needs.
Placing Interface Feature Location

By default, both the Placing and Either component interfaces are created within the Interfaces folder, found in the footer of the model tree. To move an interface from the footer, select it in the model tree, right-click, and select Move from footer.
Designate Default
If a model contains more than one Placing or Either interface, the first one created is the default interface. The default interface is the interface first used when the component is placed in an assembly. You can select the other interfaces of a component from the drop-down list in the assembly dashboard. To designate another interface as the default, select the feature in the model tree, right-click, and select Set Default.
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These interfaces are typically added to standard hardware components so that you can easily and quickly place them in assemblies.
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You use Placing Component interfaces to save constraints and associated references that you typically use to assemble a component. Each time you assemble that component, the constraints and references of the component interface are preselected, enabling a more efficient assembly process.
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Understanding Placing Interfaces
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References and Constraints
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Using a Placing Interface

When you assemble a component with a Placing interface, into a model that does not contain receiving interfaces, the constraints and associated references of the component interface are automatically selected. This is an Interface to Geometry assembly and you are only required to select corresponding reference geometry from the assembly model. If a component contains multiple interfaces, select the interface you would like to use from the interface list in the assembly dashboard. If you do not want to use any of a component's interfaces, select Place Manually from the dashboard.
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PROCEDURE - Using a Placing Component Interface

Scenario
Create a Placing Component interface and use it to place the component. Placing_Intf Task 1: comp_intf_bolt.prt
Create a Placing Component interface.
1. Click Insert > Model Datum > Component Interface. Type INSERT_MATE as the interface name. Notice the Interface Template drop-down list contains only Mechanism templates. Select Placing from the Placement/Receiving Interface drop-down list.
4. Click Complete Feature
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3. Select the bottom of the bolt head as a Mate reference. .
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Both the Insert and Mate constraints were created using the Automatic constraint type. You can select specific constraint types from the Constraint Type drop-down list.
5. In the model tree, expand the Footer and INTERFACES groups, observe the INSERT_MATE feature. 6. Expand the INSERT_MATE feature and notice the listed constraints in the feature.
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2. Select the cylindrical surface of COMP_INTF_BOLT.PRT as an Insert reference.
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You can edit the interface properties defined above at any time by clicking the interface name in the upper-left corner of the dialog box.
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Task 2:
Insert a component using its placing interface. , select COMP_INTF_PLACE.ASM, and click Open. from the feature toolbar.
1. Click Open
2. Click Assemble
3. In the Open dialog box, select COMP_INTF_BOLT.PRT, then click Open. 4. Click to place the component inside the graphics area. In the dashboard, notice that because COMP_INTF_BOLT.PRT contains a Component interface, the placement method has
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6. Select the top surface of COMP_INTF_PLACE.PRT as the assembly's Mate reference.
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5. Select a surface in the upper-left hole in COMP_INTF_PLACE.PRT as the assembly's Insert reference.
defaulted to Place Using Interface
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8. Using the steps above, place three additional bolts into the assembly.
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The default assembly workflow was been changed in this course by editing the config.pro option comp_assemble_start to move_then_place. This enables you to place the component you are assembling, anywhere in the graphics area, rather than it appearing in a default location at the middle of the assembly.
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Using a Receiving Component Interface

You use a Receiving type component interface to receive and automatically place components containing Placing interfaces.
Receiving component interfaces: Automatic Interface to Interface assembly. Select multiple receiving interfaces to place multiple components.
White Circles Represent Receiving Interfaces
Understanding Receiving Interfaces
Receiving type interfaces will automatically receive and position components containing Placing or Either type interfaces. You typically add Receiving interfaces to components that routinely have models containing component interfaces assembled to them. These include models with holes that receive bolts, bolts that receive nuts, washers, and so on. The Either type interface can also be used as a Receiving interface. The Either type interface behaves as a Receiving interface when components are assembled to it and a Placing interface when inserted into an assembly. While flexible, this behavior may or may not meet your needs.
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Receiving Interface Feature Location
By default, Receiving component interfaces are placed in the model tree, along with other features and components. Unlike Placing interfaces, you do not create them in the footer of the model tree. To move a receiving interface to the footer, select it in the model tree, right-click, and select Move to footer.
Designate Default
Unlike Placing or Either type interfaces, you cannot designate a Receiving interface as a default component interface. This is because all receiving interfaces are active when you place a component.
Using Receiving Interfaces

When you insert a component with a Placing or Either type interface into an assembly with a Receiving interface, Pro/ENGINEER defaults to the Interface to Interface assembly method. Small white circles appear in the assembly.
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Each white circle represents a Receiving interface in the assembly. Select one or more of the white circles to place a component at that interface location. If a component being assembled does not contain a Placing or Either interface, the Receiving interface is not recognized and cannot be referenced. If you do not want to use the Receiving interface, edit the assembly method to Interface to Geometry and select assembly references as required. If you do not want to use interfaces for assembly, click Place Manually from the dashboard.
Automatic Interface to Interface placement is not available if the interfaces contain the following constraints: Edge On Surf Pnt On Line Pnt On Surf Tangent
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Edge On Edge Pnt On Pnt
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PROCEDURE - Using a Receiving Component Interface

Scenario
Create a Receiving Component interface and use it to place components. Receive_Intf Task 1: comp_intf_receive. asm
Create a Receiving Component interface.
You receive the Remove Default warning because Receiving Component interfaces cannot be set to default. 3. Select the cylindrical surface of the hole in the lower-left corner of COMP_INTF_RECEIVE.PRT as an Insert reference.
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4. Select the top surface of the model as a Mate reference. 5. Click Complete Feature .
Both the Insert and Mate constraints were created using the Automatic constraint type. You can select specific constraint types from the Constraint Type drop-down list.
6. In the model tree, expand the INSERT_MATE_HEX feature. Notice that Receiving Component interfaces are not located in the model footer.
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2. Click Insert > Model Datum > Component Interface. Type INSERT_MATE_HEX as the interface name. Select Receiving from the Placement/Receiving Interface drop-down list. Click Yes from the Remove Default warning dialog box.
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1. In the model tree, right-click COMP_INTF_RECEIVE.PRT and select Open.
7. In the model tree, select the component interface INSERT_MATE_HEX , right-click and select Pattern. 8. Click Complete Feature to complete the Reference pattern. 9. Click Window > Close to return to the assembly. Task 2: Insert a component using an Interface to Interface placement.
1. Click Assemble
from the feature toolbar.
4. In the dashboard, select INSERT_MATE_OFFSET from the Component Interface drop-down list. This changes the interface used to place the highlighted component.
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5. Click on the fourth interface shown. This component is also placed using the selected INSERT_MATE_OFFSET interface. .
6. Click Complete Component This completes the procedure.
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The COMP_INTF_HEX.PRT model contains two Component Interfaces, INSERT_MATE and INSERT_MATE_OFFSET. The interface INSERT_MATE is the default interface.
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3. You will immediately notice eight small white circles, each representing a Receiving Component interface. Place the component three times by clicking the interfaces shown.
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2. In the Open dialog box, select COMP_INTF_HEX.PRT and click Open.
Creating a Component Interface using Save as Interface

You can save assembly constraints and references to a component interface using the Save as Interface dialog box.
Save as Interface Efficient Reuse
Save as Interface Dialog Box
Understanding Save as Interface
Save as Interface Type
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An interface saved using the Save as Interface dialog box is created as an Either type interface. If you need to change it to a Placing or Receiving interface, you can edit the definition of the interface and do so.
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You can save interfaces by editing the definition of a component and then saving its interface during the initial assembly process, after all constraints and references have been defined, or at a later time.
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With the assembly dashboard open, right-click in the graphics area and select Save as Interface. This opens the Save as Interface dialog box, enabling you to create the Either type interface.
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You can save the constraints and references used to assemble a component to a component interface feature using the Save as Interface dialog box.
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PROCEDURE - Creating a Component Interface using the Save As Interface Dialog Box
Scenario
Create and use a component interface using the Save As Interface dialog box. Save_As_ Intf Task 1: save_as_intf.asm
2. In the Open dialog box, select INTF_CAP.PRT and click Open.
4. Select a cylindrical surface on INTF_CAP.PRT and a surface in the lower-left hole of SAVE_AS_INTF.PRT to create an Insert constraint.
6. Select the small surface at the bottom of the sphere-shaped head of INTF_CAP.PRT and the top surface of SAVE_AS_INTF.PRT to create a Mate constraint.
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8. Right-click in the graphics area and select Save as Interface.
9. Type INSERT_MATE in the Name field of the dialog box, then click OK. 10. Click Complete Component .
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7. Right-click the drag handle and select Coincident
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5. Reorient COMP_INTF_CAP.PRT by pulling it up and out of SAVE_AS_INTF.PRT, if required.
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3. Click to place the component inside the graphics area. Notice the constraint type is set to Automatic.
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1. Click Assemble
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Insert a component and save the interface.
Task 2:
Insert the cap model again, using the new component interface.
1. Click Assemble
2. In the Open dialog box, select INTF_CAP.PRT and click Open. 3. Click to place the component inside the graphics area. 4. Using the newly created component interface, select the lower-right hole in SAVE_AS_INTF.PRT as the assembly's Insert reference.
Task 3:
Change the component interface to a Placing type component interface.
1. In the model tree, right-click INTF_CAP.PRT and select Open. 2. In the model tree, expand the Footer and INTERFACES groups. 3. Right-click the INSERT_MATE feature and select Edit Definition. 4. Click INSERT_MATE in the upper-left corner of the Component Interface dialog box. 5. Select Placing from the Placement/Receiving Interface drop-down list. 6. Click Complete Feature .
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5. Select the top of SAVE_AS_INTF.PRT as the assembly's Mate reference.
Auto Placing Components

You can position components containing component interfaces in an assembly using Auto Place.
Auto Place dialog box: Screen Point Search Scope Locations Found Locations Selected Preferences
Auto Place Button
Understanding Auto Place
Before selecting any references, click Auto Place in the assembly dashboard. This opens the Auto Place dialog box enabling you to: Select a screen point where Pro/ENGINEER will begin searching for a suitable assembly location. Select components limiting the search scope Pro/ENGINEER will use when searching for a suitable assembly location. After locating the correct position(s), use Add Item to select the position. You can select multiple locations for assembly. Preselect components to limit the search scope of the Auto Place position search. In this case, as soon as you insert a component, the Auto Place dialog box will open, with the search scope model(s) already listed. Select a screen point from where Pro/ENGINEER will begin searching for a suitable assembly location. The search scope is already defined with this workflow. to select the After locating the correct position(s), use Add Item position. You can select multiple locations for assembly.
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There are two basic workflows you can follow when positioning components using Auto Place.
Auto Place Workflows
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The Auto Place functionality in Pro/ENGINEER positions a component containing component interface into an assembly, based on a selected screen point location and search scope.
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Auto Place Preferences

You can adjust placement search preferences at any time during the operation. You can adjust the maximum number of locations. By default, Pro/ENGINEER will search for and find five possible assembly locations. Increasing this amount enables you to find more assembly locations but it also slows down the search process. You can also increase or decrease the search area, around the selected screen point to affect performance as well as the number of locations found.
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With all but the smallest assemblies, it is important to limit the search scope to a component or two. An assembly-wide search scope will take too long and likely not provide good results.
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Best Practices
PROCEDURE - Auto Placing Components

Scenario
Assemble components containing component interfaces using Auto Place. Auto-Place Task 1: gearbox_auto.asm
Place a component using Auto Place.
1. Click Assemble , select BOLT_6-20.PRT, and click Open. 2. Click to place the component in the graphics area. 3. Click Auto Place from the dashboard, then click the left hole to auto place the component. 4. In the Auto Place dialog box, select each of the locations found to identify the correct placement location.
5. Select the correct location, click Add Item from the Auto Place dialog box, then click Close.
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6. Click Complete Component Task 2:
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1. Select GEARBOX_REAR_AUTO.PRT. , select BOLT_6-20.PRT, and click Open.
2. Click Assemble
3. Click to place the component in the graphics area. Because GEARBOX_REAR_ AUTO.PRT was preselected, the Auto Place dialog box automatically opens, listing the first five potential placement locations found in the part. 4. In the Auto Place dialog box, select and review each of the locations found.
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Auto place additional components, limiting the search scope to a selected component.
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Notice that GEARBOX_REAR_AUTO.PRT is specified in the Auto Place dialog box as an item to define the search scope. 5. If the correct location is not in the list of five, click Preferences and edit the Max number of locations from 5 to 10. 6. Begin selecting each location starting at number 6. Stop when you have identified the location that positions the bolt in either the center or right-side hole shown. 7. Select the first correct location, from the and click Add Item Auto Place dialog box. 8. Review the remaining locations to find the bolt positioned in the remaining hole. Click Add Item from the Auto Place dialog box, then click Close. 9. Click Complete Component
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Copying and Pasting Components

You can copy, then paste a component, its placement constraints, and references.
Copy and Paste Component Constraints References
Pasting a Component into Position
Copying and Pasting Components
When you copy a component, the constraints and references used to place it are also copied. When you paste the component into an assembly, you also paste the constraints and references with it, enabling you to place the component by selecting corresponding assembly references.
Use the following workflow to copy and paste components within an assembly. Select the component to copy and either click Edit > Copy or use the keyboard shortcut CTRL + C to copy it. Paste the component into the desired assembly by clicking Edit > Paste or use the keyboard shortcut CTRL + V . An unconstrained copy of the component appears in the graphics area. Select assembly references corresponding to those in the component.
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Best Practices
Copy and Paste is a very efficient method to use when copying a single component in an assembly multiple times. Depending on your situation, if you have more than a few components, the Repeat functionality may be even more efficient.
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Copy and Paste Component Workflow
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You can copy and then paste components within the current assembly or into other assemblies. One of the most efficient methods for placing a component multiple times within an assembly is to use Copy and Paste. This is also an efficient method for copying a component from one assembly into another.
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PROCEDURE - Copying and Pasting Components

Scenario
Copy and paste components into assemblies. Copy_Paste Task 1: gearbox_cp.asm
Copy and paste a component within the assembly.
2. Press CTRL + C to copy the component. 3. Press CTRL + V to paste the component. 4. Click to place the component in the graphics area. 5. Select a surface in the middle hole as the assembly's Insert reference. 6. Select the front surface as the assembly's Mate reference. 7. Click Complete Component
9. Click above the assembly to place the component.
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11. Select the front surface as the assembly's Mate reference. .
Task 2:
1. Click Open
2. Press CTRL + V to paste the component into the new assembly. 3. Click OK from the Scale dialog box. In order to handle possible unit differences, the Scale dialog box is activated when pasting components into new assemblies.
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10. Select a surface in the far-right hole as the assembly's Insert reference.
Copy and paste a component to another assembly. , and double-click to open CARBURETOR.ASM.
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8. Press CTRL + V again to paste a second instance of the bolt.
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1. Select BOLT_6-25.PRT.
4. Click to place the component in the graphics area. 5. Select a surface in the left hole as the assembly's Insert reference. 6. Select the front surface as the assembly's Mate reference. 7. Click Complete Component .
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Repeating Component Placement

You can use the Repeat Component tool to place a component multiple times within an assembly.
Elements of the Repeat Component tool: Component Variable Assembly Refs Place Component
Repeat Component Workflow
Component The component selected prior to opening the Repeat Component dialog box is listed in the Component section of the dialog box. From the dialog box, you can leave the component selected or select a different component to be repeated.
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Varied Assembly Refs This field lists all constraints used to place the selected component. Select the constraint that will be different for each repeated component placement. For example, when repeating the placement of a bolt into various holes in a block, you select only the Insert constraint, not the Mate constraint. This is because the bolt will be inserted into different holes but the head of the bolt will always mate to the same surface. If more than one constraint will vary, press the CTRL key and select each varying constraint. Place Component To repeat a component's placement, after selecting constraints to vary, click the Add button. As you select new assembly references, components are added to the assembly and listed in the Place Component field.
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Note that a component must be preselected or the Repeat menu pick will be grayed out.
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You can use the Repeat Component tool to quickly place a component multiple times throughout an assembly. To open the Repeat Component dialog box, select the component you want to repeat, then click Edit > Repeat.
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Understanding Repeat Component Placement
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Varied Insert Constraint
Repeat Component Dialog Box
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To remove a repeated component, select it in the list and click the Remove button.
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PROCEDURE - Repeating Component Placement

Scenario
Assemble the same component multiple times using the Repeat Component tool. Repeat Task 1: gearbox_repeat.asm
Repeat the placement of a component varying a single reference.
1. In the model tree, select BOLT_5-18.PRT. 2. Click Edit > Repeat from the main menu. 3. In the Variable Assembly Refs field of the Repeat Component dialog box, select Insert, then click Add. 4. Reorient the assembly, as necessary, to select the three inside hole surfaces.
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5. Click Confirm from the Repeat Component dialog box to complete the assembly of the three bolts.
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Task 2:
Repeat the placement of another component varying two references.
1. In the model tree, select the last instance of BOLT_6-25.PRT. 2. Click Edit > Repeat. 3. In the Variable Assembly Refs field of the Repeat Component dialog box, select both Insert and Mate, then click Add. 4. Reorient the assembly and select the inner hole surface as the Insert Assembly reference, and select the front surface as the Mate Assembly reference. 5. Reorient the model as necessary and select insert and mate references in the hole on the other side of the model. 6. Click Confirm from the Repeat Component dialog box to complete the assembly of the two bolts.
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Module 3 | Page 1
Creating and Using Flexible Components

Module Overview
A flexible component readily adapts to new, different, or changing requirements within an assembly. You can include it in an assembly in various states. Each flexible state is defined by any combination of variable dimensions, features, geometric tolerances, surface finishes, and parameters. A spring, for example, can have various compression lengths in different places throughout an assembly. You can define flexibility for any part or subassembly and you can use it for every placement instance of the component.
After completing this module, you will be able to: Add flexibility to a component. Place flexible components into assemblies. Use a measured distance to define a flexible dimension. Add flexibility to components already placed in assemblies. Add a feature as a flexible item in a model. Use a measured diameter to define a flexible dimension. Edit the flexibility of a component in an assembly. Use flexible parameters.
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Adding Flexibility to a Component

Flexibility enables selected component items to vary or flex, within an assembly.
Variable Items Dimensions Features Parameters Surface Finish Geometric Tolerances Components
Prepare Varied Items
Free State Contact
Compressed Contact in Assembly
Understanding Flexibility
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Flexible Items
To open the Flexibility: Prepare Varied Items dialog box, click Edit > Setup > Flexiblity. Flexible items are selected in the model and added to the dialog box. Dimensions You can select any model dimension as a flexible item. When the component is placed in an assembly, you are given the option to vary one, none, or all of the flexible dimension values in the dialog box. The following methods can be used to define the flexible value: By value Flexible dimension values can be controlled by typing a value in the New Value field of the dialog box. Curve Length Measure a curve length to define the flexible dimension value. Distance Measure a distance between two entities to define the flexible dimension value. Angle Measure an angle to define the flexible dimension value.
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Pro/ENGINEER enables you to add flexibility to a component by changing the value of selected component items, only within the assembly. You can select dimensions, parameters, surface finishes, geometric tolerances, features, and components as flexible items and vary their values during assembly.
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Components such as springs, clips, rubber washers, and so on, all typically vary geometrically in their assembled condition. These are called flexible components. A spring, for example, can have various compression lengths throughout an assembly.
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You should always test your model to ensure that it will regenerate successfully using the same dimension values and feature statuses that are used when it is placed in an assembly as a flexible component. To test the model, edit the value and status of all flexible items to ensure they regenerate successfully at those values.
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Best Practices
Area Measure a surface area to define the flexible dimension value. Diameter Measure diameter to define the flexible dimension value. Geometric Tolerances You can vary the value of geometric tolerances to ensure that a component is not flexed to the breaking point. Parameters You can designate a parameter as flexible and vary the value upon assembly. This is a powerful tool when used in conjunction with relations to define known assembly states. Surface Finish You can vary the value of a flexible Surface Finish symbol within an assembly to meet the varying finish conditions at different locations within an assembly. Features You can suppress and resume flexible features within an assembly. Components You can suppress and resume components within an assembly. You will only see the Components tab when adding flexibility to an assembly model.
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PROCEDURE - Adding Flexibility to a Component

Scenario
You must add flexibility to the contact model because its assembled state varies from its manufactured state. Adding_Flex Task 1: Add a flexible dimension. flex_contact.prt
3. Select feature Extrude 1 to display its dimensions. 4. Select the 60 dimension and click OK from the Select dialog box, to place it in the list of variable dimensions.. Task 2: Add a flexible feature.
2. Select the TEST_PAD group from the model tree and click OK from the Select dialog box, to place its features in the list of variable features.
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3. Click OK from the Flexibility dialog box and click Done from the menu manager. Now that you have added flexibility to the contact, whenever it is placed in an assembly, you will have the option to vary the flexible dimension and/or suppress the TEST_PAD group within that assembly.
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1. Select the Features tab in the Flexibility dialog box.
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2. In the Flexibility dialog box, select the Dimensions tab.
1. Click Edit > Setup from the main tool bar, then click Flexibility from the menu manger.
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Placing Flexible Components in an Assembly

When placing a flexible component, you can use or ignore the flexible definition.
Placing Flexible Components Confirm the use of flexible definition. Type values for variable items.
Placing Flexible Components
If you do not want to place a component in its flexible state, click No in the Confirm dialog box and continue with the assembly as normal.
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You are not required to type a new value for every item in the Varied Items dialog box. You should only type values that are required to define flexibility for the instance being placed. A flexible component used several times within an assembly may have a different flexible definition each time it is used.
Flexible Values
Except for features, the flexible value for any item is by default, defined using the By value method, where you type a new value in the New Value field of the dialog box. For flexible dimensions, the following five measurement based methods can be used to define the flexible value: Curve Length Measure a curve length to define the flexible dimension value. Distance Measure a distance between two entities to define the flexible dimension value. Angle Measure an angle to define the flexible dimension value. Area Measure a surface area to define the flexible dimension value.
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Flexible Items
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Click Yes from the Confirm dialog box, to confirm that you want to use the flexibility defined in the component. In the component's Varied Items dialog box, type new values for the items you want to make flexible.
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Type Values for Variable Items
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Diameter Measure diameter to define the flexible dimension value. Flexible features are not varied using a flexible value. They instead have a flexible status that you can edit to either Resumed or Suppressed.
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PROCEDURE - Placing Flexible Components in an Assembly

Scenario
You must assemble a contact part using flexibility because its free state varies from its assembled state. Placing_Flex Task 1: flex_connect.asm
2. Click Yes to confirm using the models predefined flexibility. 3. Select the Dimensions tab in the Varied Items dialog box, click in the New Value field for the ang dimension, and type 90. 4. Select the Features tab and then click in the New Status field. Select Suppressed from the drop-down menu.
7. Select the surface in the connector slot as the assembly's Mate reference.
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8. Select the top surface of the connector as the assembly's Align orientation reference. 9. Click Complete Component .
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6. Select the radial surface at the bottom of the connector slot as the assembly's Insert reference.
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5. Click Yes from the Warning prompt, and OK to close the Varied Items dialog box.
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1. Click Assemble
, select FLEX_CONTACT.PRT, and click Open.
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Add a flexible part to an assembly.
Task 2:
Pattern the contact placement and verify the correct placement.
1. In the model tree, select FLEX_CONTACT.PRT, right-click and select Pattern. 2. Click Complete Feature to create the Reference pattern. 3. Click View Manager . Select the Xsec tab, and double-click the A x-section. 4. Verify the correct placement of FLEX_CONTACT.PRT. Task 3:
Edit the free state contact part and update the connector assembly.
1. In the model tree, expand the pattern, select any FLEX_CONTACT. PRT, right-click and select Open.
4. Click Regenerate
5. Click Window > Close to return to the assembly.
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6. Click Regenerate the assembly.
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3. Edit the 4 dimension to 8 and press ENTER.
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2. In the model tree, select Extrude 1, right-click and select Edit.
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Adding Flexibility to Already Placed Components

You can add flexibility to any component already in an assembly.
Make Flexible Edit Flexibility
Add Varied Items
Adding Flexibility to an Already Placed Component
To make a component of an assembly flexible, select the component, right-click and select Make Flexible. This will open the File Name: Prepare Varied Items dialog box.
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With the dialog box open, you can select flexible items and type values that are used by the flexible component.
Editing Flexibility of an Already Placed Component

To edit the flexibility of an already placed component, select the component, right-click and select Edit Definition. From the dashboard, click Flexibility > Varied Items.
Best Practices
Predefined flexibility that you add to a component is saved with that component model, and can be used anytime that component is placed. Flexibility that is added to an already placed component is not saved with the component. The flexibility is only saved within the assembly model. To save time, you should add and save flexible items in components that are regularly assembled in a flexible state. This way you are not be required to re-select the items each time the component is placed.
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Adding Flexible Items
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Pro/ENGINEER enables you to select any component in an assembly and make it flexible. The component does not have to contain predefined flexible items.
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Many designs contain flexible components such as springs, clips, rubber washers, and so on. All of these components typically vary geometrically in their assembled condition. You can position a spring, for example, with various compression lengths in different locations throughout an assembly.
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Add Flexibility to an Assembly
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PROCEDURE - Adding Flexibility to Already Placed Components

Scenario
The housing components of this assembly are manufactured from a flexible material that must be flexed to assemble properly. Flexible_Placed Task 1: nozzle.asm
3. Select Default Orientation from the Named View List
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Notice the interferences between the models.
4. From the model tree, select NOZZLE_HOUSE_B.PRT, right-click, and select Make Flexible. 5. In the Flexibility dialog box, select the Dimensions tab. In the graphics area, select feature Hole 1. Select the dimension 12 and click OK from the Select dialog box to add it to the list of variable dimensions. Type 14 as the value in the New Value cell. Click OK.
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2. Select the All tab from the View Manager dialog box and double-click Front_A , then click Close.
1. Click View Manager
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6. Click Complete Component Notice that this interference has been eliminated from NOZZLE_HOUSE_B.PRT but remains in NOZZLE_HOUSE_T.PRT . Task 2:
Add flexibility to a second component in the assembly.
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2. In the Flexibility dialog box, select the Dimensions tab. In the graphics area, select feature Extrude 3. This is the inner cut in the NOZZEL_HOUSE_T.PRT model, highlighted in yellow. Select the dimension 8 and click OK from the Select dialog box to add it to the list of variable dimensions. Type 9 as the value in the New Value cell. Click OK. .
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Task 3:
1. In the model tree, right-click NOZZLE_HOUSE_T.PRT, and select Edit Definition. 2. In the dashboard, click Flexibility > Varied Items. 3. In the Varied Items dialog box, edit the New Value to be 7 .
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Notice that the interference has increased. The dimension was flexed in the wrong direction.
Edit the flexibility of a component in the assembly.
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1. From the model tree, select NOZZLE_HOUSE_T.PRT, right-click, and select Make Flexible.
4. Click OK. 5. Click Complete Component Notice that the interference has been eliminated. .
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Using Flexible Parameters

You can use flexible parameters with relations to create predefined flexible states of a model.
Flexible Parameter CLAMP_POS Dimensions
Relations IF (CLAMP_POS) == 1 head_ang_dim = 45 stroke_dim = 0 ELSE.....
Predefined Flexible States
You can use flexible parameters and relations to establish a predefined set of flexible model states. You select and use a set of dimension values defining each flexible state of the model , based on the flexible parameter value used during assembly. For example, if the value of flexible parameter CLAMP_POS is 1, the stroke distance and head angle dimensions receive one set of values. If the value of CLAMP_POS is 2, the dimensions receive another set of values.
Parameter Controlled Relations
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Relations using a parameter called CLAMP_POS to define two predefined states of a flexible model are shown below. IF (CLAMP_POS) == 1 stroke_dim = 0
ELSE IF (CLAMP_POS) == 2 stroke_dim = 34 head_ang_dim = 0 ENDIF
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head_ang_dim = 45
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Predefined Assembly State
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head_ang_dim stroke_dim
PROCEDURE - Using Flexible Parameters

Scenario
A standard clamp assembly is used in many assemblies, however, typically it is placed in one of two predefined positions. Use a flexible parameter and relations to predefine these two assembly positions. Flexible_Params Task 1: cyl_clamp.asm
Verify that the parameter and relations control the assembly.
1. Click Tools > Relations, and notice the relations. Highlight stroke_dim in the set of relation, then click Display Dimension to display it in the model. Highlight head_ang_dim and display it in the model. 2. Click Local Parameters to expand the dialog box.
3. Edit the value of CLAMP_POS to 2 and click OK. 4. Click Regenerate
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5. Click Tools > Parameters, edit the value of CLAMP_POS to 0 and click OK. 6. Click Regenerate .
Notice that the assembly does not change after this regeneration. Your relations do not specify dimension values to use when the CLAMP_POS is edited to 0, thus the assembly has not changed. Edit dimensions and the parameter to be flexible.
Task 2:
1. Click Edit > Setup from the main toolbar, then click Flexibility from the menu manager. 2. In the model tree, select CYL_CLAMP_PIN.
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Notice that the parameter change has forced a change in the assembly dimensions.
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3. Press CTRL and select both dimensions displayed in the graphics area. 4. Click OK from the Select dialog box. 5. Select the Parameters tab. 6. Select the CLAMP_POS parameter, then click Insert Selected and Close. 7. This model now has three flexible items. Click OK.. Task 3:
Insert the flexible clamp assembly in to another assembly. , select TOOL.ASM, and click Open.
1. Click Open
2. Click Assemble
, select CYL_CLAMP.ASM, and click Open.
3. Click Yes to confirm using the models predefined flexibility.
5. Click OK to close the Varied Items dialog box. 6. Place the subassembly by clicking the white dot of the receiving interface, in the lower-left corner of the assembly.
8. Click Assemble
9. Click Yes to confirm using the model's predefined flexibility. 10. Select the Parameters tab in the Varied Items dialog box and type a new value of 1 for the CLAMP_POS parameter, click OK to close.
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11. Place the subassembly by clicking the white dot of the receiving interface, in the upper-left corner of the assembly.
12. Place a third instance of CYL_CLAMP.ASM in the upper-right corner of the assembly, this time using a flexible CLAMP_POS value of 2.
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, select CYL_CLAMP.ASM, and click Open.
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4. In the Dimensions tab of the Varied Items dialog box, click in the New Value field for the stroke_dim and type 0.
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Module 4 | Page 1
Restructuring and Mirroring Assemblies

Module Overview
The assembly structure of a design often changes throughout the design process. The Restructure tool in Pro/ENGINEER provides a tool for reorganizing the assembly structure of your design. Mirror functionality in Pro/ENGINEER enables you to create mirrored copies of parts and assemblies. You can mirror geometry and placement of models as dependent or independent copies of the original models.
Objectives
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After completing this module, you will be able to: Restructure components in an assembly. Mirror an assembly structure. Mirror a component inside an assembly. Mirror a subassembly inside an assembly.
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Restructuring Assemblies
The Restructure tool enables you to move components to different locations in an assembly structure.
Restructure Commands Move Comp Select Target Undo Last Restructured Assembly
Restructuring
Move Comp Select the component you want to move. Select Target Select the target assembly that the component will be moved to. Undo Last Undo the last menu picks. Click Undo Last one time to backup and select a different target model, and two times to select a different component. Done Apply the defined restructure. Quit Quit the restructure operation. You can only restructure one component at a time.
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Assembly References
The Restructure tool enables you to move a component from a top-level assembly into a subassembly. However, if the component being moved has a reference to any objects that are not in the target subassembly, the moved component requires the top-level assembly to be in session in order to define placement.
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To restructure a component, use the following commands within the Restructure menu.
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Click Edit > Restructure to reorganize assembly structure. This enables you to reorganize components from one subassembly to another, and from the top-level assembly to a subassembly, or vice versa.
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Component to Move
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This means you cannot open the subassembly without the top-level assembly also in session. In these situations, it is best to edit the placement of the component being moved and direct all assembly references to components in the target subassembly.
New Subassemblies
It is common at some point in a design process, for an assembly to be reorganized. Often, top-level components are restructured into numerous subassemblies. For example, you may create a new, empty subassembly and restructure a number of components into that new subassembly. This is similar to the situation discussed above, however, in this case all assembly references of the moved components will exist outside of the new subassembly. In this situation, it is best to edit the placement of all moved components so that their references are inside the new subassembly. This ensures that you can open and use the new subassembly without the original top-level assembly also in session.
Restructuring Limitations
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Best Practices
Always try to keep assembly references within one level rather than allowing them to travel through multiple levels of an assembly. For example, avoid assembling a component contained in a subassembly to references in a higher or lower level assembly. Keep the reference inside that subassembly. This practice makes it easier to work with and restructure an assembly.
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You cannot restructure the first component of an assembly. You cannot restructure components that are part of a pattern. If an assembly contains multiple copies of the same subassembly, you cannot restructure components of that subassembly. You cannot restructure a parent component to come after any child components. If you restructure a component with children, into a subassembly, you will not be able to restructure the same component out of the subassembly unless you first restructure those children into the same subassembly.
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PROCEDURE - Restructuring Assemblies

Scenario
Restructure an assembly. Restructure Task 1: restructure.asm
Restructure the placement of COVER_BOLTS.ASM.
3. Click Edit > Restructure from the main menu. 4. In the model tree, expand SHAFT_ARM.ASM and select COVER_BOLTS.ASM as the component to move.
6. Click Done from the toolbar
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Model tree images in this procedure will be different from what you see in your session of Pro/ENGINEER. To make the images easier to read, feature display was disabled. Restructure the placement of ARM.PRT.
Task 2:
1. Click Edit > Restructure from the main menu. 2. In the model tree, select ARM.PRT as the component to move. 3. Select SHAFT_ARM.ASM as the target assembly. 4. Click Done from the menu manager.
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5. Select RESTRUCTURE.ASM as the target assembly.
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Notice that SHAFT.PRT is part of SHAFT_ARM.ASM which also includes the COVER_BOLTS.ASM.
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2. Select each component in the model tree.
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1. In the model tree, expand SHAFT_ARM.ASM and COVER_BOLTS.ASM.
5. Click Repaint
, if necessary.
6. In the model tree, select SHAFT_ARM.ASM and COVER_BOLTS.ASM. Notice the restructured components highlighted in the graphics area.
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7. Click Save and OK to save the new assembly structure.
Creating Mirrored Assemblies

Create a mirrored copy of an assembly.
Mirror Assembly Actions Mirror Geometry Mirror Placement Exclude Dependency Mirrored Assembly Model Tree
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Mirrored Assembly Actions

After defining the mirrored assembly name and geometry dependency, assign mirror action for each component of the assembly from within the Mirror Assembly Components dialog box. You can define the following actions for each component: Mirror Geometry The default option for every component in the original assembly is Mirror Geometry. A mirrored copy of the assembly and every component in the source assembly will be created. You can assign new names to components mirrored with geometry or you can accept the default _MIR added to the end of each file name.
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You can create a mirrored copy of an assembly directly within Pro/ENGINEER. Click File > Mirror Assembly to open the Mirror Assembly dialog box. Type a name for the new, mirrored assembly file. Determine if mirrored assembly geometry should be dependant or independent from the source assembly. If you mirror geometry independently, without selecting the Geometry Dependent check box, it will not update when the source model changes.
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Creating Mirrored Assemblies Theory
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Mirrored Merge Feature
Mirror Placement This option mirrors the placement of selected assembly components. New models are not created for these components. This is useful for symmetrical models that you can use in both the original and mirrored location. Exclude Use this option to exclude any component from the mirrored assembly.
Editing the Mirrored Merge Feature

You create all mirrored models using the internal Mirrored Merge feature. When you toggle Geometry Dependent in the Mirror Assembly dialog box, you are defining the geometry to be dependant or independent of the original model. You can change the dependence of a mirrored model by editing the definition of the Mirrored Merge feature. In the feature dashboard, in the Options menu, select or clear the Dependent check box.
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What happens to a component of a mirrored assembly if the original source component is deleted? You can open and reference the mirrored component, however, all mirrored geometry is frozen, as if the model were created without dependency.
Best Practices
Only use Mirror Assembly when creating assemblies that are truly mirrors of the original model. The functionality is not intended for creating mirrored assemblies that you will later turn in to independent assemblies, with little resemblance to the original.
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What happens to the mirrored assembly if the original source assembly is deleted? You can open and reference the mirrored assembly, however, all mirrored geometry is frozen. You can add features but you cannot edit the Mirrored Merge feature.
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Also, in the References menu, you can select or clear the Copy Datums check box. This determines whether datum features are included in the mirror.
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PROCEDURE - Creating Mirrored Assemblies

Scenario
Create a mirrored copy of an assembly. Mirror_Assy Task 1: mirror_assy.asm
Create a mirrored copy of MIRROR_ASSY.ASM.
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3. In the Mirror Assembly Components dialog box: Leave STOPPER_COVER.PRT, STOPPER.ASM, and STOPPER_BASE.PRT configured with the Mirror Geometry option. Accept the default new name suffix, _MIR for the mirrored copies. Select Mirror Placement from the Action drop-down list for STOPPER_PLUG.PRT. You only need to mirror the location of these symmetrical components in the new assembly. Select Exclude from the Action drop-down list for STOPPER_SCREW.PRT. Screws are not required in the mirrored assembly. Click OK to close the dialog box and create the new assembly.
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2. In the Mirror Assembly dialog box, type MIRROR_ASSY_MIR in the New Name field and click OK. This is the name of the new mirrored copy.
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1. Click File > Mirror Assembly.
Task 2:
Observe the new MIRROR_ASSY_MIR.ASM and make edits to the original MIRROR_ASSY.ASM.
2. Click Window > MIRROR_ASSY.ASM to activate it. 3. In the model tree, select STOPPER_COVER.PRT, right-click, and select Activate.
5. Edit dimensions 50 to 70 and 30 to 50. 6. Click Regenerate .
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7. Click Window > MIRROR_ASSY_MIR.ASM to activate it. to update 8. Click Regenerate the mirrored cover component. You can edit the definition of the Mirrored Merge feature to change dependency between original geometry and mirrored geometry.

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4. Expand STOPPER_COVER.PRT, select Extrude 1, right-click, and select Edit.
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1. In the model tree, expand the node of each component. Notice the following: Each component mirrored with geometry contains a Mirrored Merge feature. The stopper plug does not contain a Mirrored Merge feature because only its placement is mirrored. The screw components are removed.
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Creating Mirrored Components

Create a mirrored part from inside an assembly.
Mirror Part Options Mirror Geometry Only Include All Feature Data Mirror Placement Dependency Control Assembly
Assembly with Mirrored Part
Creating Mirrored Components Theory
You can create a mirrored copy of a part from within an assembly by clicking Insert > Component > Create. These commands open the Create Component dialog box where you: Click Part as the type of model to create. Click Mirror as the model subtype to create. Type a name for the new mirrored part.
When creating a mirrored copy of a part, the Mirror part dialog box enables you to define the mirrored copy.
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Mirror Type:
Mirror Geometry Only You create a mirrored copy by using the Mirrored Merge feature. No feature structure is included in this mirror type, only the single merge feature. Include all Feature data You create a mirrored copy that includes feature structure using this option. You include all features of the original part in this mirrored copy, then as a last feature, you apply the Mirrored Merge feature. Having feature structure in the mirrored part enables you to edit the structure, independent of the original model. Mirror Placement This option does not create a new mirrored part. You use it to mirror the placement of an assembled part. It is often easier to simply reassemble a component into a mirrored position rather than use Mirror Placement. Dependency Control:
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Mirror Part Options
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Geometry Dependent Placement Dependent
Geometry Dependent Only available when you use Mirror Geometry. This option defines the mirrored geometry as dependent or independent of the original model. Placement Dependent Makes placement of the mirrored part dependent or independent of the original model's placement.

All mirrored models are created using the internal Mirrored Merge feature. When you toggle Geometry Dependent in the Mirror part dialog box, you are defining the geometry to be dependant or independent of the original model.
Best Practices
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Only use Mirror part when you create parts that are truly mirrors of the original model. The functionality is not intended for creating mirrored parts that you will later turn in to independent parts, with little resemblance to the original.
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What happens to the mirrored part if the original source part is deleted? You can open and reference the mirrored part, however, all mirrored geometry is frozen. You can add features but you cannot edit the Mirrored Merge feature.
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You can change the dependence of a mirrored model by editing the definition of the Mirrored Merge feature. In the feature dashboard, in the Options menu, you can select or clear the Dependent check box.
PROCEDURE - Creating Mirrored Components

Scenario
Create a mirrored copy of a part within an assembly. Mirror_Comp Task 1: mirror_comp.asm
Create a mirrored copy of BASE_RIGHT.PRT.
1. Click Create Component
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3. In the Mirror Part dialog box: Edit the Mirror Type to Mirror Geometry Only. Ensure the Geometry Dependent check box is selected. Clear the Placement Dependent check box. Select BASE_RIGHT.PRT as the Part Reference. Select ASM_RIGHT as the Planar Reference. Click OK.
4. In the model tree, expand the node of BASE_LEFT-1.PRT. Because Mirror Geometry Only was used, the part's feature structure is a single Mirrored Merge feature.
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2. In the Component Create dialog box: Click Part and Mirror. Type BASE_LEFT-1 in the Name field. Click OK.
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Task 2:
Edit geometry of BASE_RIGHT.PRT and observe the results.
1. In the model tree, select BASE_RIGHT.PRT, right-click, and select Activate. 2. Edit the radius dimension in Round 2 from 1 to .25. 3. Click Regenerate .
4. In the model tree, select MIRROR_COMP.ASM, right-click, and select Activate.
Task 3:
Edit the placement of BASE_RIGHT.PRT and observe the results.
3. Click Regenerate
4. In the model tree, select BASE_LEFT-1.PRT, right-click, select Suppress, and click OK.
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Task 4:
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Create another mirrored copy of BASE_RIGHT.PRT.
Because Placement Dependent not used, the placement of BASE_LEFT-1.PRT is independent of BASE_RIGHT.PRT.
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2. In the Component Create dialog box: Click Part and Mirror. Type BASE_LEFT-2 in the New Name field. Click OK.
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2. Edit the assembly offset dimension value from 0 to 5.
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1. In the model tree, select BASE_RIGHT.PRT, right-click, and select Edit.
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Because Geometry Dependent was used, the corresponding round geometry in BASE_LEFT-1.PRT also updates.
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5. Click Regenerate
Task 5:
Edit geometry and placement of both models. Observe the results.
1. In the model tree, expand the node of BASE_LEFT-2.PRT.
3. Expand the node of BASE_RIGHT.PRT. Notice that Chafer 3 remains in this model. 4. In the model tree, select BASE_RIGHT.PRT, right-click, and select Activate. 5. Edit the radius dimension in Round 2 from .25 to 1. 6. Click Regenerate .
8. Click Regenerate
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7. In the model tree, select MIRROR_COMP.ASM, right-click, and select Activate. .
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Because Include all Feature data was used, this mirrored part contains a full feature structure, each independent of the original source model.
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2. Select Chamfer 3, right-click, select Delete, and OK.
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3. In the Mirror Part dialog box: Edit the Mirror Type to Include all Feature data. Select the Placement Dependent check box. Select BASE_RIGHT.PRT as the Part Reference. Select ASM_RIGHT as the Planar Reference. Click OK.
9. Select BASE_RIGHT.PRT, right-click, and select Edit. 10. Edit the assembly offset dimension value from 5 to 0. 11. Click Regenerate .
Because Placement Dependent was used, the placement of BASE_LEFT-2.PRT changes with that of BASE_RIGHT.PRT. This completes the procedure.
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Creating Mirrored Subassemblies

Create a mirrored subassembly from inside an assembly.
Dependency Control Geometry Dependent Placement Dependent
Assembly
With Mirrored Subassembly
You can create a mirrored copy of a subassembly from within an assembly by clicking Insert > Component > Create. These commands open the Create Component dialog box where you: Click Subassembly as the type of model to create. Click Mirror as the model subtype to create. Type a name for the new mirrored part.
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When creating a mirrored copy of a subassembly from within an assembly, you create all mirrored components as geometry-only models. The Include all Feature data option is not available when mirroring a subassembly. You can configure Dependency Control as follows: Geometry Dependent This option defines the mirrored geometry of each component as dependent or independent of the original models. Placement Dependent Makes placement of the mirrored components dependent or independent of the original model's placement.

You create all mirrored models using the internal Mirrored Merge feature. When you toggle Geometry Dependent in the Mirror Subassembly dialog box, you are defining the geometry to be dependant or independent of the original models. You can change the dependence of a mirrored model by editing the definition of the Mirrored Merge feature. In the feature dashboard, in the Options menu, you can select or clear the Dependent check box.
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Mirror Subassembly Options
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Creating Mirrored Subassembly Theory
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What happens to the mirrored subassembly if the original source subassembly is deleted? You can open or reference the mirrored assembly. All mirrored geometry is frozen and cannot be edited. Component placement is also frozen, however, you can edit the placement definition for each component.
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PROCEDURE - Creating Mirrored Subassemblies

Scenario
Use Mirror Assembly functionality to create a mirrored copy of a subassembly. Mirror_Sub Task 1: mirror_sub.asm
Create a mirrored copy of STOPPER_BACK.ASM.
4. In the Mirror Subassembly Components dialog box: Leave STOPPER_BASE.PRT set to Mirror Geometry. A mirrored copy of this model is required in a mirrored assembly. Accept the default new name suffix, _MIR for the mirrored copies. Select Mirror Placement from the Action drop-down list for STOPPER_PLUG.PRT and STOPPER_SCREW.PRT. Only the locations of these symmetrical components need to be mirrored in the new assembly. Click OK to close the dialog box and create the new assembly.
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3. In the Mirror Subassembly dialog box: Select the Geometry Dependent check box. Select STOPPER_BACK.ASM as the Assembly Reference. Select ASM_TOP as the Planar Reference and click OK.
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2. In the Component Create dialog box: Click Subassembly and Mirror. Type STOPPER_FRONT in the New Name field. Click OK.
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5. In the model tree, expand the node of STOPPER_FRONT.ASM and STOPPER_BASE_MIR.PRT. Notice the two Mirrored Merge features. Task 2: Edit geometry of STOPPER_BASE.PRT and observe the results.
1. In the model tree, expand STOPPER_BACK.ASM. 2. Expand STOPPER_BASE.PRT, select feature ROUND 2, right-click, and select Edit. 3. Edit the radius dimension from 1 to .25. 4. Click Regenerate .
Because "Geometry Dependent" option was checked under "Dependency Control menu, the corresponding round geometry in BASE_LEFT-1.PRT also updates. Task 3: Edit the placement of STOPPER_BACK.ASM and observe the results.
3. Click Regenerate
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2. Edit the assembly offset dimension value from 0 to 5. .
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Because Placement Dependent was used, the placement of STOPPER_FRONT.ASM changes with that of STOPPER_BACK.ASM.
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1. In the model tree, select STOPPER_BACK.ASM, right-click, and select Edit.
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Using Assembly Features and Shrinkwrap

Module Overview
In an assembly, you can create assembly datum features such as planes, axes, points, curves, and coordinate systems, or assembly features that remove material such as holes, extrudes, and sweeps. In this module, you focus on creating assembly features to remove material from components of the assembly. Also, in this module you learn about creating and using shrinkwrap features and shrinkwrap models as a way to automatically create lightweight copies of complex parts and assemblies.
After completing this module, you will be able to: Create assembly cuts. Create assembly holes. Create shrinkwrap features. Create shrinkwrap models.
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Objectives
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Understanding Assembly Features

You can use assembly features to remove material from parts in an assembly, without altering the standalone part.
Assembly Features Remove Material Intersecting Models Display Level
Intersecting Models and Display
Assembly Features Theory
There are two main reason for using assembly features: Design Intent If the product you have designed has material removed from it after the components have been assembled, then you should do the same in Pro/ENGINEER. One example of this assembly type is a weldement, where parts are positioned, welded together, and then holes or other material removal operations are performed on the assembly. Interfering Components In some cases, the assembly of a component such as a force-fit clip or self-tapping hole may remove material but in Pro/ENGINEER, there would be an interference between the components. You can use an assembly feature as a tool to eliminate that interference. Depending on your situation, Pro/ENGINEER's flexible component functionality may be a better option for handling interfering components.
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The Intersect Tab

By default, assembly features remove material from every component in an assembly that is intersected by the feature. Also by default, the feature is
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Creating features in an assembly is very similar to creating features in a part, except there are a few restrictions and additional options. In an assembly, you can create assembly datum features such as planes, axes, points, curves, and coordinate systems, or assembly features that remove material such as holes, extrudes, and sweeps. You cannot create an assembly feature that adds material, only features that remove material.
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Assembly Level Cut
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visible only in the assembly that the feature was created in. It will not appear at the part level. You can edit feature intersection and display options in the Intersect tab, by clicking Intersect in the feature dashboard.
Intersected Models
The Automatic Update check box in the Intersect tab is selected by default. This means that: Feature intersections are automatically updated on regeneration. All components that you add to the assembly before the assembly feature will automatically be intersected upon regeneration. Components that you assemble after the assembly feature are not automatically added to the intersection list. Clear the Automatic Update check box in order to manually add or remove components from the intersection list or to change the feature display level of a component.
Display Level
The display level of each intersected part listed in the Intersect tab is by default, edited to Top Level. If you clear the Automatic Update check box, you can edit the display level or remove a component from the Intersection list. To do this, select a part in the list, right-click, and select either Part Level or Remove. Top Level Displays the assembly feature only at the top-level assembly and not in the part models themselves. Part Level Displays the assembly feature wherever this part is used, even outside the current assembly.
Performance
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Be aware that any assembly feature with the default edited to the Top Level display level can cause performance issues when working with large assemblies. In order for Pro/ENGINEER to display a feature only in the top-level assembly, it creates a twin instance of every intersected part and turns off the assembly feature in one of them. Because of this, there are two instances of every intersected part in memory, possibly doubling the memory used by the assembly. If the display level is edited to Part Level, twin instances are not created and performance is not affected.
Best Practices
Only use assembly features when they are demanded by the real world assembly process.
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The Default display level drop-down list enables you to edit the default display level for new parts added to the Intersected Models list.
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Creating an Assembly Cut

You can use assembly cuts to remove material from one or more components at the assembly level.
Assembly Cuts Sketch Direction Intersecting Model Display Level The Sketch
Before Material Removal
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Assembly Cut Theory
Material removed due to assembly procedures such as press or force fit of components. Tooling assemblies in which components are assembled; machining operations then remove material from the components in the assembled position. To maintain tolerances in weldment assemblies, material is often removed after the components have been welded together.
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Sketch, Depth, and Direction

Like similar part features, an assembly feature has a sketch that defines its shape. It also has a defined depth and direction. A sweep feature has trajectories that define its depth and direction.
Intersected Models
By default, assembly features remove material from every component in an assembly that is intersected by the feature. You can add or remove
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You can use assembly cuts any time you must remove material from components at the assembly level. Common conditions for material removal at the assembly level are:
You cannot use assembly features to add material to an assembly, however, you can use features such as extrudes and sweeps to remove material from components of an assembly, at the assembly level.
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After Material Removal
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components from the intersection list in the Intersect tab, by clicking Intersect in the feature dashboard.
Display Level
The display level of each intersected part is by default, edited to Top Level. If you clear the Automatic Update check box, you can change the display level or remove a component from the intersection list. To do this, select a part in the list, right-click, and select either Part Level or Remove. The Default display level drop-down list enables you to configure the default display level for new parts added to the Intersected Models list.
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PROCEDURE - Creating an Assembly Cut

Scenario
Add a revolved cut to the three piece weldment assembly. Assy_Cut Task 1: hatch.asm
Use an extrude feature to remove material from the assembly.
1. Start the Revolve Tool
4. Click Hidden line
from the main toolbar.
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6. After completing the sketch, click Done Section . 7. Click Shading toolbar. from the main .
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5. Sketch a centerline and the section, as shown.
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3. In the model tree, select ASM_FRONT as the sketch plane and then click Sketch in the Sketch dialog box.
2. In the feature dashboard, click Placement > Define.
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Task 2:
Verify the assembly feature's display level.
1. Click Named View List from the main toolbar and select Standard Orientation. In the assembly, the Revolved feature was applied to the three HATCH-RING.PRT models. 2. In the model tree, select any one of the HATCH-RING.PRT models, right-click, and select Open. As expected, the Revolve feature is not displayed at the part level. This completes the procedure.
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Creating Assembly Holes

You can use assembly holes when holes intersect components at the assembly level.
Assembly Holes Intersecting Model Display Level
Assembly Hole
By default, assembly holes remove material from every component in an assembly that is intersected by the feature. You can add or remove components from the intersection list in the Intersect tab, which is opened by clicking Intersect in the feature dashboard.
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Display Level
The display level of each intersected part listed in the Intersect tab is by default, edited to Top Level. If you clear the Automatic Update check box, you can edit the display level or remove a component from the intersection list. To do this, select a part in the list, right-click, and select either Part Level or Remove. The Default display level drop-down list enables you to edit the default display level for new parts added to the Intersected Models list.
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Intersected Models
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You can use assembly holes to add holes at the assembly level that intersect one or more components of the assembly. Typically, you use assembly holes during the assembly process when you must maintain the position of components prior to adding the hole or maintain an assembly tolerance.
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PROCEDURE - Creating Assembly Holes

Scenario
An assembly design requires the addition of a hole that intersects a component at the assembly level. Assy_Hole Task 1: assy_hole.asm
Begin creation of an assembly hole.
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5. Start the Hole Tool
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4. In the model tree, select SCREW_SELF-TAP.PRT, right-click, and select Suppress. Click OK to confirm.
6. Select datum axis A_2, press CTRL and select the surface shown.
7. Select the Through All depth option. 8. Edit the diameter to 9. If the feature was completed as is, the hole would intersect both the inner and outer parts. This however, would not match our design intent.
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3. Double-click the Default All state and click Close from the View Manager dialog box.
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Notice the self-tapping screw enters through a hole in the outer part, then taps into the inner part. This causes an interference condition in the Pro/ENGINEER assembly.
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2. Double-click the Comb0001 state to activate the combination view.
1. Click View Manager and in the View Manager dialog box, select the All tab.
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Task 2:
Determine which model the assembly hole will intersect.
1. Click Intersect from the dashboard. 2. Clear the Automatic Update check box. 3. Select OUTER from the Intersected Models list, right-click, and select Remove.
and in 6. Click View Manager the View Manager dialog box, select the All tab.
Notice that the assembly hole now intersects the inner part.
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8. In the model tree, select INNER.PRT, right-click, and select Open.
As expected, the hole does not appear at the part level.
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7. Double-click the Comb0001 state to activate the combination view.
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5. In the model tree, select SCREW_SELF-TAP.PRT, right-click, and select Resume.
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Because the screw was suppressed, it was automatically removed from the Intersected Models list. You can return a part to the list using the Add Intersected Models button.
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Creating a Shrinkwrap Feature

The Shrinkwrap feature automatically selects and copies surface data from a part or assembly, in to a feature.
Shrinkwrap Feature References Options Subset
Detailed Assembly Model
Shaded Shrinkwrap Feature
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Shrinkwrap Feature Theory
Shrinkwrap features contain a collection of associatively copied surfaces and datums, representing the exterior shape of a referenced part or assembly. By default, the shrinkwrap feature analyzes all geometry and components in the source model, and automatically determines which geometry to copy in to the shrinkwrap feature.
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The feature automatically captures a subset of surfaces from the source geometry, defined by selecting included geometry, ignoring excluded geometry and adhering to customized feature attributes such as hole filling and quilt inclusion.
Uses of a Shrinkwrap Feature

There are three main uses for a shrinkwrap feature:
To create a lightweight version of a complex part or assembly that you can use as a reference or packaging model. You can also turn a model containing a shrinkwrap feature in to an envelope model and substitute it in a simplified rep. To create an associative model that you can use to share geometry with vendors or customers, minus any proprietary detail you do not want to share. You can create a shrinkwrap feature in an assembly and then, you can create a lightweight simplified rep by excluding everything in the assembly except the shrinkwrap feature.
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References
In the Shrinkwrap dashboard, you can click References to open the References tab where you can select: Always include surfaces Select any geometry in the source model that should always be included in the shrinkwrap feature. Never include surfaces Select any geometry in the source model that should never be included in the shrinkwrap feature. Include datums Select any datum features that should be included in the shrinkwrap feature.
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Subset Options Subset options configure one of two creation options: Shrinkwrap then Exclude Shrinkwrap the entire source model then exclude geometry from models that you have selected to never include. Exclude then Shrinkwrap Exclude models that you have selected to never include, then shrinkwrap the model. Quality Level You can edit the relative quality of the shrinkwrap feature creation process to a value between 1 and 10. High quality levels increase processing time, file size, and increase the level of detail included in the shrinkwrap feature. Attributes In the Options tab, you can select attributes which control the automatic selection of shrinkwrap geometry: Auto Hole Filling Fill all holes or cuts that intersect a single surface. Include Quilts Select quilts that should always be included in the Shrinkwrap feature. Ignore Small Surfaces Exclude surfaces that are smaller than the specified percentage of the model's overall size. Dependent The shrinkwrap feature is by default, a dependent of the source components. If you change the size or position of the original component, the shrinkwrap feature updates accordingly.
Subset
In the Shrinkwrap dashboard, you can click Subset and select components to be specially considered or ignored in the shrinkwrap creation process. You can select single parts or entire subassemblies.
Reference Path
The dashboard icon Assembly Context defines the Shrinkwrap feature enables as being defined in the context of the assembly. The External you to create the feature without referencing the assembly.
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In the Shrinkwrap dashboard, you can click Options to open the Options tab where you can control the automatic selection of geometry in the source model:
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PROCEDURE - Creating a Shrinkwrap Feature

Scenario
Add a shrinkwrap feature to a part, in the context of an assembly. Shrinkwrap_Feat Task 1: sw_feature.asm
Create a new part in the assembly.
1. Click Create Component assembly.
to create a new component in the
4. Click Complete Component Task 2:
1. In the model tree, select PRT0001.PRT, right-click, and select Activate. 2. Click Insert > Shared Data > Shrinkwrap. 3. In the dashboard, click the Subset button, select Ignore from the Subset tab, and select CRANK.ASM in the model tree.
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4. Click OK
5. In the dashboard, click References. Notice that here you can select geometry that you always want to include, or never Include, as well as datum features that you want to include in the feature. Keep the default settings.
6. In the dashboard, click Options and in the Options tab: Select the Exclude then Shrinkwrap check box. Edit the Quality Level to 5. Select the Ignore Small Surfaces check box and edit the Threshold value to 2. 7. Click Complete Feature .
8. In the model tree, expand PRT0001.PRT and notice the shrinkwrap feature.
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to close box.
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Add a shrinkwrap feature to the new part.
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3. Click to place the component inside the graphics area, right-click, and select Default Constraint.
2. Click OK from the Component Create dialog box and OK from the Creation Options dialog box, accepting all defaults.
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Task 3:
Open PRT0001.PRT and observe the shrinkwrap feature.
1. In the model tree, select PRT0001.PRT, right-click, and select Open. 2. Click Wireframe , and notice that the feature consists of surfaces, copied from geometry in the assembly.
2. In the model tree, expand CYLINDER.PRT, select BOSSES, right-click, and select Edit. 3. Edit the dimension value 51 to 71 and click Regenerate
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1. In the model tree, select CYLINDER.PRT, right-click, and select Activate.
7. Click Regenerate
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6. Right-click, select Suppress, and click OK. .
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8. In the model tree, select PRT0001.PRT, right-click, and select Open. Notice that the length of the bosses in the shrinkwrap feature have updated but surfaces representing the bolts are still present.
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5. Press CTRL and in the model tree, select both BOLT_518.PRT models.
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4. In the model tree, select SW_FEATURE.ASM, right-click, and select Activate.
Task 4:
Edit the source models and update the shrinkwrap feature.
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3. Click Shading and click Window > Close.
9. In the model tree, select the shrinkwrap feature, right-click, select Update Shrinkwrap, and Yes from the Warning dialog box. The surfaces representing the bosses have been removed.
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Creating a Shrinkwrap Model

Use shrinkwrap to automatically create a lightweight copy of a model.
Shrinkwrap Model Methods Surface Subset Faceted Solid Merged Solid
Merged Solid
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From the Create Shrinkwrap dialog box, you are then presented with various creation methods and geometry definition options for creating the model.
Uses of a Shrinkwrap Model

There are two main uses for a shrinkwrap model: To create a simplified model used to share geometry with vendors or customers, minus any proprietary detail you do not want to share. To create a lightweight version of complex part or assembly to be used as reference or packaging model.
Creation Methods
There are three creation methods that you can use when creating a shrinkwrap model: Surface Subset A collection of surfaces and datum features, that represents the external geometry of a referenced model. The surface
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To create a shrinkwrap model, open the model you want to shrinkwrap, click File > Save A Copy and in the Save A Copy dialog box, select the file type Shrinkwrap.
A shrinkwrap model is an automatically created, non-associative, simplified copy of a selected part or assembly.
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subset is the fastest shrinkwrap method and results in the smallest model size, because it is comprised of only surface geometry. Faceted Solid An approximate, faceted solid model, representing all external surfaces, with additional surfaces added to bridge gaps and complete the solid. Merged Solid A very accurate solid representation of a source assembly. Components from the source assembly are merged together into a single part representing the solid geometry in all collected components.
Quality Level
Include Datum References Used to select datum features from the source that you want copied into the shrinkwrap model. Preview Options For a Surface Subset shrinkwrap, you can change the preview geometry color from real, to gray-orange colors. Gray identifies the included surfaces while orange identifies the excluded surfaces. Additional Surfaces For a Surface Subset shrinkwrap, you can select geometry to include with automatically selected surfaces. Faceted Solid Options For a Faceted Solid, select an Output Format of Part, LW Part, STL, or VRML. Additional Components For a Merged Solid, select models to include in the set of automatically selected models being merged.
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Creation Method Comparison Chart

Surface Subset Source Model Part or Assembly Faceted Solid Part or Assembly Merged Solid Assembly Only
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Miscellaneous Creation Options
Fill holes If selected, this shrinkwrap attribute will fill all holes or cuts that intersect a single surface. Ignore Skeletons If selected, geometry from skeleton models will not be included in the shrinkwrap model. Ignore quilts If selected, surface quilts will not be included in the shrinkwrap model. Ignore small surfaces Only available using the Surface Subset method, this attribute enables you to exclude surfaces smaller than a percentage of the model's overall size. Assign Mass Properties Enables you to assign the full assembly's mass property values to the simplified shrinkwrap model.
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You can adjust the special handling options to control the automatic creation of the shrinkwrap model geometry.
Special Handling
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You can edit the relative quality of the Shrinkwrap model creation process to a value between 1 and 10. High quality levels increase processing time, file size, and increase the level of detail included in the shrinkwrap model.
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Geometry Type Quality Level
Surface Only Higher quality increases the number of surfaces included in the Shrinkwrap. Source Colors Retained Yes
Tessellated Solid Higher quality increases the accuracy of the representation.
Accurate Solid Higher quality increases number of components included in the merge operation. Source Colors Retained
Colors Ignore Small Surfs
Colors Not Retained No
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No
PROCEDURE - Creating a Shrinkwrap Model

Scenario
Save three different types of shrinkwrap models from the engine assembly. Shrinkwrap_ Model Task 1: sw_model.asm
Save a Surface Subset shrinkwrap model.
1. Click File > Save a Copy. 2. From the Save a Copy dialog box, select Shrinkwrap from the Type pull-down list, and click OK.
3. In the Create Shrinkwrap dialog box: Clear the Fill Holes check box. Select the Assign Mass Properties check box. Select the Gray-Orange check box. Click Preview, notice the skipped surfaces highlighted in orange. Change the Quality Level to 4. Click Preview.
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4. Click OK to create a shrinkwrap model named SW_MODEL_SW0001. PRT. 5. Click Accept Value to accept the default relative accuracy value.
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Notice that because the Quality Level was increased, the second preview took longer to create and fewer surfaces were skipped.
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Task 2:
Save a Faceted Solid model.
1. In the Create Shrinkwrap dialog box: Select the Faceted Solid check box. Click Preview. Change the Quality Level to 8. Click Preview. Notice that because the Quality Level was increased, the second preview took longer to create and contained much more detail.
2. Click OK to create a shrinkwrap model named SW_MODEL_SW0002. PRT. Task 3: Save a Merged Solid model.
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2. Click OK to create a shrinkwrap model named SW_MODEL_SW0003. PRT.
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1. In the Create Shrinkwrap dialog box: Select the Merged Solid check box. Change the Quality Level to 6. Click Preview.
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Task 4:
Compare the three shrinkwrap models. , select SW_COMPARE.ASM, and click Open. from the main toolbar.
1. Click Open
2. Click No hidden
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Notice the Surface Subset model on the left, the Faceted Solid model in the middle, and the Merged Solid model on the right.
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Summarizing Shrinkwrap Features and Models

Here is a summary of shrinkwrap feature and shrinkwrap model functionality.
Surface Subset, Tessellated Solid, and Merged Solid Shrinkwraps
Shrinkwrap Features and Shrinkwrap Models
Shrinkwrap Comparison Table
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Associativity
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General Description
Automated tool for copying surface data from a part or assembly, into feature.
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This reference table summarizes the functionality found in both shrinkwrap features and shrinkwrap models.
The feature can be created internal or external to an assembly. Feature can be dependent or independent of the source model.
Geometry Type Mass Properties
Surface Subset Only
Cannot assign mass properties from source model.
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Shrinkwrap Model Automated method for creating a simplified copy of a part or assembly using Save A Copy.
No associativity to the source model. Shrinkwrap model will not update if the source model changes. Surface Subset, Faceted Solid, or Merged Solid Can assign mass properties from source model.
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Function 1
Create a dependent, lightweight representation of complex part or assembly. Can be converted to an envelope and substituted in a simplified rep.
Create an independent, lightweight representation of complex part or assembly. Because it is not associated to the source model, you should not use it as an envelope. To share simplified surface, tessellated, or accurate solid model with a vendor or customer, while eliminating any proprietary details you do not want to share.
Function 2
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Benefits
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The ability to be dependent or independent of the source model.
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The ability to create a surface or solid geometry. Greater control of geometry creation.
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Function 3
Create a lightweight simplified rep by creating a shrinkwrap feature in the assembly and then excluding everything but the shrinkwrap feature from the Simplified Rep.
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Typically, your vendors prefer to have solid models rather than surface-only models.
To share simplified surface-only model with a vendor or customer, while eliminating any proprietary details you do not want to share.
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Replacing Components in an Assembly

Module Overview
Pro/ENGINEER provides a variety of tools for replacing one component in an assembly with another. Some tools will automatically replace components based on preexisting relationships between the components. Some require you to first create that relationship between the components, before enabling you to replace unrelated components. In this module, you learn how to replace components in an assembly, using all of the tools available in the Replace dialog box.
Objectives
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After completing this module, you will be able to: Replace family table components in an assembly. Replace reference models in an assembly. Replace using the By Copy option. Replace unrelated components in an assembly. Replace unrelated components using the Reference Pairing table. Replace components using an interchange assembly.
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Understanding Component Replace

Pro/ENGINEER provides many options for efficiently replacing one component with another in an assembly.
Replace By: Family Table Interchange Reference Model Layout By Copy Unrelated
Reference Pairing
With Original Component
Component Replace Theory
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The Replace dialog box can remain open enabling you to select and replace multiple components using multiple methods before clicking OK to close the dialog box.
Replace and References
You typically assemble a component using references between its geometry and other components in the assembly. If you replace a component in an assembly with a new component, you need to specify which geometry in the new model should be used for placement. For example, if a bolt were assembled to a hole in a block and the bolt was replaced with another bolt, unless you specified in Pro/ENGINEER exactly which geometry in the new bolt to use as the insert reference, Pro/ENGINEER will not properly position the bolt. This same rule applies to the assembly that contains the components. Using the same example, if you replaced the block with a new block containing many holes, Pro/ENGINEER will not automatically insert the bolt in the correct hole.
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To open the Replace dialog box, click Edit > Replace from the main window or, preselect the component you want to replace, then right-click, and select Replace.
The Component Replace tool enables you to swap one component with another. Tools within the Replace dialog box provide multiple methods for replacing selected components and managing references between them.
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In the Replace dialog box, you can select a variety of Replace By tools that enable you to replace components of different types and requirements. Some of the tools automatically replace a component and all references, while others enable you to identify and pair references between the old and new component. Replacing and substituting components are two different actions. Substitution exchanges one component in a simplified representation for another. You perform substitution in the context of a simplified representation.
Benefits of using Replace By Tools

The Replace By tools enable you to swap components in an assembly while also transferring the original component's parent/child relationships to the new component. By transferring relationships to the new component, you can significantly reduce the amount of rework that may be required in future assemblies or drawings. Family Table You can automatically replace any component that is part of a family table with another instance of that family table. Interchange You can automatically replace a member of a functional interchange assembly with other members of the same interchange assembly. You can use interchange assemblies to replace components in multiple assemblies. Reference Model You can automatically replace components related by inheritance, merge, or shrinkwrap features. Layout You can automatically replace components that are declared to a layout contains global datums that define assembly intent. By Copy You can copy a current component and replace it with the new component, maintaining all assembly relationships of the original. Unrelated You can swap components that are not related to each other in any way.
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Best Practices
When replacing components, use the method that best enables you to transfer references between the new and old model, thus disrupting any future applications.
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The component that you select determines which Replace By tools appear in the Replace dialog box. For example, the Family Table tool is not available if you are replacing a component that is not a member of a family table.
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Replacing Components using Family Table

You can automatically replace components that are members of a family with other members of the table.
Replace By: Family Table Family Table Members Assembly References
Replace by Family Table
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Assembly References
When you automatically replace a component, the children of the original component may not be able to reference the new component. For example, an instance of a family table may not have the same number of holes that the original instance did. In this situation, after replacing the instance, you need to edit the assembly definition to account for fewer holes.
Best Practices
Replacing components by family table is a fast and easy way to swap components in and out of an assembly. This method is quite common when working with standard hardware libraries that are often created with family tables.
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In the Replace dialog box, click Family Table, then Open and from the Family Table dialog box, select a component to replace the current instance with.
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You can automatically replace any component that is part of a family table with another instance of that family table.
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Family Table Component List
PROCEDURE - Replacing Components using Family Table

Scenario
Replace components using the Family Table method. Repl_Famtable Task 1: clamp_rft.asm
3. In the Replace dialog box, select Family Table.
6. Click OK in the Replace dialog box.
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5. Select BOLT_10-36_RFT.PRT and then click OK from the Family Tree dialog box.
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4. Click Open dialog box.
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2. Right-click and select Replace.
1. In the model tree, select the first instance of BOLT_10-15_RFT.PRT.
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Replace BOLT_10-15_RFT.PRT with BOLT_10-36_RFT.PRT using Family Table.
7. In the model tree, press CTRL and select the three remaining BOLT_10-15_RFT.PRT components. 8. Right-click and select Replace. 9. In the Replace dialog box, select Family Table.
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11. Select BOLT_10-36_RFT.PRT and then click OK from the Family Tree dialog box. 12. Click OK in the Replace dialog box.
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Replacing Components using Reference Model

You can replace components related by inheritance, merge, or shrinkwrap using the Reference Model method.
Replace By: Reference Model Inheritance Feature Merge Feature Shrinkwrap Feature
Cast Model
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Replace by Reference Model
Assembly References
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When you automatically replace a component, the children of the original component may not be able to reference the new component. After the new component has been placed, you may need to edit the assembly to account for new or missing assembly references.
Best Practices
Replacing components by reference model is a fast and easy way to swap components in and out of an assembly. This method is quite common when working with standard hardware libraries created using the Inheritance feature. Also, the Inheritance or Merge feature is often used when creating various machined versions of a cast model. You can then swap any model referencing the cast model in and out of the assembly.
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In the Replace dialog box, click Reference Model, then Open the Open dialog box, select a related reference model.
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PROCEDURE - Replacing Components using Reference Model

Scenario
Replace a component using the Reference Model method. Repl_Ref_Model Task 1: rm_mach.prt
Replace the cast part with the machined part.
4. Right-click and select Replace.
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5. In the Replace dialog box, select Reference Model. in the Replace
7. Click RM_MACH.PRT and click Open. 8. Click OK from the Replace dialog box. The machined model has been replaced with the machined model, yet all related components have remained assembled. This completes the procedure.
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3. In the graphics area, select RM_CAST.PRT.
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The base model referenced by the External Merge feature is RM_CAST.PRT. Geometry from the cast part is merged into the machined part where additional features have been applied. Because these models reference each other, they can be replaced in an assembly using the Reference Model option.
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1. In the model tree, select the External Merge feature, right-click, and select Open Base.
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Replacing Components using By Copy

You can replace components by copying a selected component in an assembly.
Replace By: By Copy New Copy Name
Copy to be Replaced
Replace by Reference Model
With this method of replacement, you can replace a component with a copy by creating a new component based on a copy of the existing model. This method is similar to saving a copy in part mode, however, in this case, you are saving a copy in the context of an assembly.
This new copied model is unrelated to the original model. Changes made to the new component do not affect the original.
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Because this component is an exact copy of the original model, all models referencing the original model now reference the new component.
Best Practices
This is a great tool for evaluating design changes to selected components in an assembly.
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Assembly References
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Select one or more components to replace, right-click, and select Replace. In the Replace dialog box, click By Copy, then edit the name of the new component in the Name field in the New Copy section of the dialog box. If you select multiple components, type in a suffix to add to the current name of each component.
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PROCEDURE - Replacing Components using By Copy

Scenario
Create a new clamp base part using By Copy in the Replace dialog box. Repl_ ByCopy Task 1: clamp_bycopy.asm
Replace the clamp base using the By Copy method.
1. From the model tree, select CLAMP_BASE_BYCOPY.PRT, right-click, and select Replace. 2. In the Replace dialog box, select By Copy. 3. Edit the Name to CLAMP_BASE_2. 4. Click OK to complete the replacement.
Task 2:
Edit the new CLAMP_BASE_2.PRT.
3. Select Sketch 1, right-click, and select Edit.
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4. Edit the dimensions 80 to 120 and 40 to 100.
5. Click Regenerate
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2. In the model tree, expand the CLAMP_BASE_2.PRT node.
6. In the model tree, select CLAMP_BYCOPY.ASM, right-click, and select Activate.
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1. In the model tree, select CLAMP_BASE_2.PRT, right-click, and select Activate.
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7. Click Open , select CLAMP_BASE_BYCOPY.PRT, and click Open.
Notice that the size of CLAMP_BASE_BYCOPY.PRT has not changed. Only the new CLAMP_BASE_2.PRT has increased in size. This completes the procedure.
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Replacing Unrelated Components

You can replace any component with another using the Unrelated Component tool.
Replace By: Unrelated Edit Ref Table Assembly References
Unrelated Component
Assembled Component to Replace
Assembly References
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Because the components you are swapping have no relationship to each other, you must place the new component and redefine the placement of any component referencing the component that was replaced. There are two methods for handling the new assembly references: Reference Pairing You can click the Edit Ref Table button to create a pairing table. The table contains the placement references from the component that you are placing and enables you to pair them with geometry in the new component. By identifying and pairing the new assembly references prior to replacing the model original model, you avoid assembly regeneration failures. You can save the pairing table information with the assembly and use it to return the original component to the assembly. Resolve Mode When Pro/ENGINEER attempts to position the new component, regeneration of the assembly will fail and Pro/ENGINEER will revert to Resolve Mode. Since the new component does not contain the same assembly references as the original component, you must specify how to position the new component in the assembly.
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You can replace parts with subassemblies and subassemblies with parts using the Unrelated Component functionality.
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In the Replace dialog box, click Unrelated Component and from the Open dialog box, select a the new component to swap in to the assembly.
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You can replace any component in an assembly with another, even if the new component is not related in any way to the original. You can replace unrelated components by using the Unrelated Component method.
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Additional components that referenced the original component may also fail regeneration because the references they were originally placed with are no longer in the assembly. Within Resolve Mode, you can use Redefine or Reroute to edit the placement of components as required.
Evaluate
Click the Evaluate button to automatically pair reference tags in both models, using the rules listed below. By default, all rules are applied, however, the Evaluation Rules button enables you to configure which rules to apply.
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Component Interfaces Compares component interfaces from two components and pairs interfaces with the same name. This option is efficient when the same name is given to similar interfaces configured in each component. Same Names (and Type) The most powerful evaluation rule, this option pairs all component references that are of the same name and type. This option depends on careful planning since you must consistently name geometric features throughout your projects. Same History Searches for copied data sharing features from the existing component in the incoming component. Such features are then automatically used as pairs. Same Parameters The system searches all references with the given parameter name, type, and value, and automatically pairs those that match.
Best Practices
Replacing components using the Unrelated Component is useful because it does not require the swapped components to have a predefined relationship such as Reference Model, Family Table, Interchange Assembly and so on. Using the Reference Pairing tool enables you to swap unrelated components and avoid a lot of rework to downstream assemblies, drawings, and other applications.
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PROCEDURE - Replacing Unrelated Components

Scenario
Replace a component using the Unrelated Component method. Repl_Unrel Task 1: clamp_unrel.asm
Replace CLAMP_BASE_UNREL.PRT with CLAMP_BASE_CIR. PRT.
1. In the model tree, select CLAMP_BASE_UNREL.PRT. 2. Right-click and select Replace. 3. In the Replace dialog box, select Unrelated Component.
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Replacing the unrelated component has caused the assembly to fail regeneration and places you into Resolve Mode. Components that were referencing the previous base part lack references to the new circular base part. Fortunately, Pro/ENGINEER provides tools to easily select new references.
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6. Click OK from the Replace dialog box.
5. Click CLAMP_BASE_CIR.PRT and click Open.
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7. From the menu manager click Quick Fix > Redefine > Confirm > Done. 8. Select the cylindrical surface of CLAMP_BASE_CIR.PRT as the assembly's new Insert reference.
You have resolved the failure by selecting new assembly references from the circular base model. This completes the procedure.
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11. From the menu manager, click No > Done/Return to leave Resolve Mode.
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9. Select the top surface of CLAMP_BASE_CIR.PRT as the assembly's new Mate offset reference.
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Understanding Interchange Assemblies

Interchange assemblies enable the automatic replacement and substitution of components.
Interchange Component Types: Functional Simplify Component Component
Pairing References of a Functional Component
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Functional interchange components replace functional components in an assembly. Simplify interchange components substitute components in a simplified representation.
Interchange Assembly Rules
The following rules apply to interchange assemblies: The first component in an interchange assembly is, by default, a functional component. Subsequent components can be functional or simplify components. You can assemble simplify components to packaged functional components. You cannot assemble functional components to packaged functional components. You can only reference a functional component when creating or assembling a simplify component. You cannot reference a simplify component when creating or assembling another simplify component.
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There are two types of interchange components that you can add to an interchange assembly:
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You can use interchange assemblies to place components that are frequently substituted for one another. In the interchange assembly, you can predefine and save paired references that are used to assemble the components within design assemblies. Creating an interchange assembly is useful when you have a number of components that are frequently replaced with one another, in many assemblies throughout your enterprise.
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You can use the same component twice in an interchange assembly, once as a functional component, and once as a simplify component. You cannot add another instance of a component if the generic instance is already in the interchange. You cannot add the generic instance of a component if an instance is already in the interchange. Interchange assemblies are identified by the .asm extension; however, you cannot assemble an interchange assembly in to a regular design assembly.
Best Practices
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Maintaining the interchange assembly makes sense if you have a group of components that are frequently replaced or substituted throughout your enterprise. If the component is not replaced or substituted frequently, an interchange assembly may be unnecessary. It is important to ensure that maintaining the interchange assembly through the life of your product provides enough value to your organization.
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A component that is replaced or substituted using an interchange assembly becomes a child of that interchange assembly and because of this, the interchange assembly is a required reference of that assembled component.
Replacing using a Functional Interchange Assembly

You can use functional interchange assemblies to define and save component replacement references.
Create Reference Tag Features Reference Tag Tool Based on Assembly Using Evaluate
Selected Reference Tag
Paired Reference Tag
Functional Interchange Assemblies
A functional interchange assembly is a special assembly subtype, that defines automatic replacement for a set of components. You can create an interchange assembly by clicking New and then from the New dialog box, select Assembly as the type and Interchange as the subtype.
Any component that you want to automatically replace is added to the interchange assembly as a functional component.
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You can add functional components by clicking Insert > Component > button in the feature
Assemble > Functional or by clicking the Functional toolbar.
Reference Tags
Reference tags are features that identify and pair assembly references that are common to each component in an interchange assembly. Each reference tag contains a set of references selected from components in the interchange assembly. These common references are considered equivalent when any of these components are replaced by one another in a design assembly. Each reference tag feature contains one common set of assembly references. To create reference tags, click Reference Tag in the feature toolbar, press CTRL, and select the appropriate reference from each component.
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Functional Components
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Reference Pairing Table

The Reference Pairing table contains tools to automatically create and pair reference tags. To open the Reference Pairing Table dialog box, click Ref Pairing Table . Once the dialog box opens, there are two workflows used to create and pair reference tags.
Create and Pair Reference Tags Based on an Assembly

Reference tags are automatically created based on how the active component is referenced in a selected assembly.
Reference tags for datum type geometry are automatically created and paired based on a set of rules. Active Component Select the active component. Components to Pair Activate the Components to Pair field of the dialog box, press CTRL, and select each component that you want to create reference tags for. Evaluate In the Evaluate drop-down list, click Evaluate and Create Tags. This automatically populates the tag list with every datum feature found in the active model. If the rules can find equivalent features in the selected to pair components, they are automatically paired. If no pairs are found, you can manually pair or remove the tags. Click OK when finished. You can toggle the display of these rules on and off by clicking the Evaluation Rules button.
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Best Practices
A component that you replace using an interchange assembly becomes a child of that interchange assembly. Therefore, the interchange assembly is a required reference of that assembled component. Maintaining the interchange assembly makes sense if you have a group of components that are frequently replaced or substituted throughout your enterprise. If the component is not replaced or substituted frequently, an interchange assembly may be unnecessary. It is important to ensure that maintaining the interchange assembly through the life of your product provides enough value to your organization.
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in the dialog box to Create Tags based on assembly Click Open select the assembly that will identify the required reference tags. Create Required Tags Click Create Required Tags from the dialog box. A tag is created for each reference used by the active component, in the selected assembly. Pairing Click the first tag in the list, press CTRL, and select corresponding geometry from each component in the interchange assembly. Repeat this for each reference tag in the list. Click OK when all reference tags have been paired.
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Active Component Select the active component, this is the component you want to replace.
PROCEDURE - Replacing using a Functional Interchange Assembly

Scenario
Replace a component by creating and using a functional interchange assembly. Funct_Intchg Task 1: carb.asm
2. Click Functional
3. In the Open dialog box, select CARB.PRT and click Open.
6. Click to place the component inside the graphics area.
9. Select CARB.PRT as the Active Component.
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10. In the Reference Pairing Table dialog box, click Open . 11. In the Open dialog box, select CARB.ASM and click Open.
12. If required, move the models and resize the Reference Pairing Table dialog box so that you have access to both. 13. In the Reference Pairing Table dialog box, click Create Required Tags, and then click the newly generated tag, TAG_0. 14. In the graphics area, select the reference in CARB2.PRT that corresponds to the TAG_0 reference displayed in CARB.PRT.
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8. Click Ref Pairing Table the feature toolbar.
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1. Click New from the main menu. Select Assembly as the type and Interchange as the subtype. Edit the Name to IC_CARB and click OK.
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15. In the Reference Pairing Table dialog box, click TAG_1. 16. In the graphics area, select the reference in CARB2.PRT that corresponds to the TAG_1 reference. 17. In the Reference Pairing Table dialog box, click TAG_2.
20. In the graphics area, select the reference in CARB2.PRT that corresponds to the TAG_3 reference. 21. Click OK. Task 2:
Using the interchange assembly to replace CARB.PRT with CARB2.PRT.
1. Click Window > CARB.ASM to activate it. 2. In the model tree, select CARB.PRT, right-click, and select Replace. 3. In the Replace dialog box, click
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4. Expand the IC_CARB interface, select CARB2.PRT, and click OK. 5. Click OK from the Replace dialog box.
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19. In the Reference Pairing Table dialog box, click TAG_3.
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18. In the graphics area, select the reference in CARB2.PRT that corresponds to the TAG_2 reference.
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Understanding the Basics of Simplified Reps

Module Overview
Objectives
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After completing this module, you will be able to: Use standard simplified reps to reduce the memory requirements of an assembly. Create simplified reps of complex assemblies. Edit simplified reps of complex assemblies. Create simplified reps to reduce system memory requirements of an assembly. Create and use simplified reps of part models.
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You can reduce the level of geometry detail in complex assemblies by using simplified representations. You can control which subassemblies and components Pro/ENGINEER opens along with the top-level assembly. You can exclude certain components, as well as substitute complex components with simpler representations.
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Understanding Simplified Rep Concepts

Simplified reps enable you to manage memory usage of large parts and assemblies.
Standard Simplified Reps: Graphics Rep Geometry Rep Master Rep Default Rep Geometry Rep Measurement
Graphics Rep Display
Standard Simplified Reps
In the View Manager, for every Pro/ENGINEER part and assembly, you will find a list of standard simplified reps. You can use these standard reps to help manage the amount of system memory required to open and work with large parts and assemblies.
Below, listed in order of least to most memory usage, are the standard simplified rep types found in Pro/ENGINEER: Graphics Rep This representation type contains no geometry or features, only display information. The graphics rep requires minimal memory to open and view. You cannot modify or reference graphics reps You can only view them. Geometry Rep A geometry representation contains a model's full, solid geometric definition, but without feature content. Compared with graphics reps, geometry reps require slightly more memory and time to retrieve. You can use geometry reps to perform the following tasks: Obtain measurement information. Calculate mass properties. Reference other assembly components. Master Rep The master rep is the default representation of a Pro/ENGINEER model. It contains all geometry and features. Default Rep The default rep and the master rep are initially identical, however:
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Using graphics or geometry reps for example, increases system performance because they require less memory to open and manipulate than a master rep.
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The default rep type is only available in assemblies. You can edit and save a default rep. You can temporarily edit, but not save other standard representations. If you edit and save the default rep, the assembly will always open in the Default Rep state.
Opening and Activating Simplified Reps

You can open an existing simplified representation by clicking the Open Rep button at the bottom of the File Open dialog box. This enables you to open large models without first opening the master rep.
Things to Know About Simplified Reps
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Below is a list of things you should know when working with simplified reps. Updating Geometry and Graphics Reps Geometry and Graphics representations of edited models will not update until you save the edited model. Graphics Display Control The config.pro option save_model_display controls the level of display saved in a model. The default shading_lod option is typically satisfactory for most designs, however, some organizations may want to investigate the performance and file sizes provided by the other options. shading_lod The default setting. This option saves all levels of detail according to the setting in the View Performance dialog box. wireframe Saves only wireframe information for the graphics display of all models. shading_high Saves a high level of shaded detail with the model. shading_low Saves a low level of shaded detail with the model.
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Note that simply changing from a master rep to a graphics rep does not reduce the amount of memory used by the system. Models from the master rep stay in session until you erase them by clicking File > Erase > Not Displayed.
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Customizing Simplified Reps

You can customize simplified reps for better performance, visualization, and workability.
Simplified Rep Status Types: Exclude Master Rep Assembly Only Geometry Only Graphics Only User Defined
Simplified Content
Customized Simplified Reps
Customized simplified reps provide two primary benefits: Increase system performance by managing the number or complexity of components in an assembly. Simplified representations accomplish this by removing unneeded components or features from a model, thus reducing the memory required to open and work with the model. Customize a model for a specific task. You can use simplified representations to remove components that are unnecessary or not desired while performing specific tasks. For example, you can easily exclude components from view that are obstructing view, or access to other components, using simplified rep functionality.
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Simplified Rep Status

Every simplified rep has a default status applied to its top level. For example, a geometry rep has the Geometry Only status applied to its top level. The graphics rep has the Graphics Only status applied to its top level. You can create custom simplified reps by changing the default status applied to the top level of a rep, along with the status applied to individual components in the rep. For example, you can create a rep with a default
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Simplified reps are configured views of a part or assembly. You should never use them to create new assembly or part numbers.
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To create a new, customized simplified rep, you can apply a status to selected components of an assembly. You can configure these custom reps to improve performance or simply make an assembly easier to work with.
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Reduced Clutter
User Defined Type
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status of Graphics Only, where only one part in the rep can have the Master Rep status applied to it. Below are the statuses that you can apply to create custom simplified reps. You can apply a status from this list to the top level, default condition, and/or to individual components of an assembly: Exclude Select components to exclude from the assembly, without regard for parent-child relationships. Memory usage is significantly reduced by excluding components from an assembly and then erasing those components from memory. Master Rep Select components to represent in their default status, containing all geometry and features. Assembly Only - Select assemblies to represent without any components. Only assembly features are present. Geometry Only Select components to represent as solid geometry, containing no feature information. You can calculate measurement, mass property, and interference information with geometry reps. You can edit and reference component placement. Geometry reps require less system memory than master reps. Graphics Only Select components to represent graphically only. Components are visible but you cannot measure or calculate mass properties from these representations. Graphics reps require less system memory than geometry reps. User Defined Select components to substitute with a custom simplified rep of that component. You cannot substitute standard simplified reps.
Use the following workflow to either create or modify a simplified rep: Select a component(s). Click View > Representation to apply a status to the selected component(s). This action marks the current rep as modified. Save the modified simplified rep from within the View Manager. Once saved, you can toggle between various simplified reps. To revert to the representation as it was prior to your edits, double-click the modified rep rather than save it.
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Excluding Components using Simplified Reps

You can exclude components from a simplified rep for better assembly performance and accessibility.
Exclude Components: Without regard for parent-child relationships. For better performance. For better access.
Master Rep
With Excluded Components
You can remove components from a simplified rep, using the Exclude status. You can exclude components to reduce memory usage or provide better access when working in an assembly.
Benefits of Excluding Components
Layers or Hide - You can hide components from display using the Hide or Layer tool, however, hidden components remain in system memory. This method does not improve system performance of large assemblies. Suppress or Delete - You can remove components from regeneration and system memory using suppress and delete, however, this method requires that you manage parent-child relationships. Exclude - You can exclude components from regeneration and system memory without regard for parent-child relationships. Also, you can toggle between saved simplified reps, without having to recreate each representation. Note that simply excluding a component does not reduce the amount of memory used by the system. Models stay in session until you erase them by clicking File > Erase > Not Displayed.
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Removing components from an assembly using the Exclude status in a simplified rep provides benefits not found using other methods:
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PROCEDURE - Excluding Components using Simplified Reps

Scenario
Exclude components from the assembly using simplified reps. Exclude_ Comps Task 1: exclude_comps. asm
Create a simplified rep to exclude components from the assembly.
3. In the main window, click View Manager and select the Simp Rep tab.
5. Right-click, and select Save. 6. In the Save Display Elements dialog box, edit the Simplified Rep field to no_shrouds and click OK. Create a new simplified rep by editing the current simplified rep.
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Task 2:
1. With the View Manager still open, expand ENGINE.ASM in the model tree. 2. Select MUFFLER.PRT, CARBURETOR.PRT and ENGINE_COVER.PRT. 3. Right-click and select Representation > Exclude. Notice that the simplified rep No_Shrouds is now followed by a (+) symbol, marking it as modified.
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4. In the list of simplified reps, notice that the Master Rep is now followed by a (+) symbol, marking it as modified.
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2. Click View > Representation > Exclude.
1. In the model tree, press CTRL and select BLOWER.ASM and the four BOLT_8.PRT models listed below it in the tree.
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4. Right-click in the view manager and select Save. 5. In the Save Display Elements dialog box, edit the Simplified Rep field to no_shrouds_2 and click OK. 6. Click Close to close the dialog box.
7. Click File > Erase > Not Displayed.
Notice that the Erase Not Displayed dialog box lists each component excluded from the simplified rep. To improve system performance, you can now erase these components from system memory. 8. Click OK to erase the listed components from system memory. Task 3: Edit and then restore the current active simplified rep.
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3. In the View Manager, double-click No_Shrouds_2(+) to restore the modified rep to its previous condition. You can temporarily modify and then restore any simplified rep to its saved condition by double-clicking the modified rep name. Temporarily excluding components from display in this manner is a useful tool for working with assemblies.
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1. Select ENGINE_BLOCK.PRT, right-click, and click Representation > Exclude. .
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Creating Geometry and Graphics Simplified Reps

Use standard lightweight geometry and graphics simplified reps to manage memory usage of large assemblies.
Standard Lightweight, Simplified Representations Geometry Rep Graphics Rep
Geometry Rep
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Geometry Reps
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Obtain measurement information. Calculate mass properties. Reference other assembly components. A geometry rep requires less memory to open than a full featured master rep, but more than a graphics rep.
Graphics Reps
A graphics representation contains no geometry or features, only a model's display information. Because it contains only graphical information, you can only use it for model display. The graphics rep requires minimal memory, enabling you to easily open and view large models. Note that simply activating a graphic or geometry rep does not reduce the amount of memory used by the system. Models stay in session until you erase them by clicking File > Erase > Not Displayed.
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A geometry representation contains a model's full, solid geometric definition, but without feature content. Because it contains solid geometry, you can use it to:
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On-Demand
By default, On-Demand functionality is enabled in Pro/ENGINEER. On-Demand functionality automatically brings required models into session, based on actions applied to a model. For example, if you attempt to measure an edge of a model in a graphics rep, Pro/ENGINEER will automatically open the master rep of that model, so you can measure it. More detailed information regarding On-Demand functionality is covered in the On-Demand topic.
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PROCEDURE - Creating Geometry and Graphics Simplified Reps

Scenario
Use geometry and graphics simplified reps to reduce the memory requirements of an assembly. Geom_ Graphics Task 1: geom_graphics. asm
Use the graphics simplified rep to manage memory usage.
3. In the main window, click View Manager
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2. Notice that every component of the assembly is opened in session memory. Click Cancel to close the dialog box.
4. In the View Manager, double-click Graphics Rep to activate the rep and then click Close. 5. Click File > Erase > Not Displayed to remove all models not currently displayed, from session.
7. Click Open
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6. The Erase Not Displayed dialog box lists all models not included in the graphics rep. Click OK to confirm their removal. and from the Open dialog box, select In Session .
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Notice that when the graphics rep is in session, none of the part models are in session. This is the reason that graphics reps are useful for improving system performance when working with large assemblies.
8. Click Cancel to close the dialog box.
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1. Click Open and from the Open dialog box, select In . Session
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Task 2:
Allow On-Demand to bring required models into session.
1. Click Analysis > Measure > Length, select the frame, and then select the edge of the frame, as shown. 2. Click Open and from the Open dialog box, select In . Session 3. Notice that FRAME.PRT is now in session. Click Cancel to close the dialog box.
Task 3:
Take measurements from geometry reps.
4. Click Open
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3. Click Analysis > Measure > Length and select edges from multiple parts in the assembly. and from the Open dialog box, select In Session .
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5. Notice that FRAME.PRT is still the only part model in session. Click Cancel to close the dialog box. A geometry rep is also a lightweight model, however, in addition to graphical information, it contains geometry (not features) that you can use for analysis of the model. For this reason, the On-Demand functionality did not bring additional models into session.
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2. Double-click Geometry Rep to activate the rep and then click Close.
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A graphics rep is a lightweight, graphical representation of a model. It does not contain the geometry required to analyze the model. The On-Demand functionality automatically opened FRAME.PRT as required by the Measure tool.
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Task 4:
Create a simplified rep containing both graphics and geometry.
2. Double-click Master Rep. 3. In the model tree, select ENGINE.ASM, right-click, and click Representation > Graphics.
7. Click Close.
8. Click File > Erase > Not Displayed to remove all models not currently displayed, from session. Click OK
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6. In the Save Display Elements dialog box, edit the Simplified Rep field to geom_graph and click OK.
5. In the View Manager, select Master Rep(+) from the list of simplified reps, right-click, and select Save.
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4. Select BLOWER.ASM, right-click, and click Representation > Geometry.
Opening Simplified Reps

Open simplified reps directly from the Open dialog box.
Opening a simplified rep directly enables you to: Open large assemblies without first bringing everything into session. Save time by only opening the components you want to open those predefined in the simplified rep. Define a new simplified rep prior to opening an assembly. Preview the simplified rep before you open it.
Open Rep with Preview
Opening a Simplified Rep
To open a simplified rep, click the Open Rep button at the bottom of the Open dialog box.
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Define a Simplified Rep
Click the Define button in the Open Rep dialog box to create a new simplified rep prior to opening an assembly into session.
Preview
In the Open Rep dialog box, click Preview Simplified Rep to expand the preview pane and see what a simplified rep looks like before opening it.
Other Methods for Opening a Simplified Rep

There are two other ways to directly open a simplified rep: The open_simplified_rep_by_default configuration option enables you to open an assembly in a selected simplified representation. When this option is edited to yes, the Open Rep dialog box prompts you to select a simplified representation whenever an assembly is retrieved. This way you
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Typically, you activate simplified reps when you first open the full, master rep of an assembly. You can avoid bringing the entire assembly into session by opening a simplified rep directly from the Open dialog box.
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can avoid opening large assemblies in their master representations and conserve system resources. If you edit the default rep of an assembly, that representation will be opened instead of the master rep, every time the assembly is opened.
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PROCEDURE - Opening Simplified Reps

Scenario
Open simplified reps directly from the Open dialog box. Open_Reps Task 1: Open a graphics rep directly from the Open dialog box.
4. From the Open Rep dialog box, select Graphics Rep and click OK. 5. In the main window, click and notice View Manager that Graphics Rep is already selected.
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Notice that the list of models in the Erase Not Displayed dialog box includes four assembly files and a graphics rep for each part in the assembly. These reps are the internal, lightweight reps that Pro/ENGINEER uses to open the graphics rep of the assembly.
8. Click OK to erase the listed models from session.
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7. Click File > Erase > Not Displayed. If necessary, drag the dialog box wider, to see the complete list of objects.
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6. Click Window > Close .
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3. After selecting BLOWER_ FRAME.ASM, click Open Rep.
2. In the Open dialog box, select but DO NOT open BLOWER_FRAME.ASM.
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1. Click Open
Task 2:
Open a user defined rep directly from the Open dialog box. .
1. Click Open
2. In the Open dialog box, select but DO NOT open BLOWER_FRAME. ASM. 3. After selecting BLOWER_FRAME.ASM, click Open Rep. 4. In the Open Rep dialog box, click Preview Simplified Rep expand the preview pane. 5. Select No_Shroud_2. Notice that the preview updates. 6. Click OK to open the rep. to
7. In the main window, click
8. Click Close.
9. Click File > Erase > Not Displayed. Notice there are no objects to erase.
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Because you opened this simplified rep directly from the Open dialog box, using Open Rep, it opened without bringing excluded components into session. Since you opened the simplified rep this way, you do not have to manually exclude the components from session.
View Manager and notice that No_Shroud_2 is already selected.
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Creating Part Simplified Reps

You can substitute part simplified reps in assembly level simplified reps.
Part Simplified Reps: Attributes Features Work Region Surfaces Copied Surfaces
You can create and use customized part simplified reps to: Reduce the time required to open complex parts. Reduce complexity of a model. Create work regions or cutouts in the part that can be viewed in assembly simplified reps. Create a different representation or display of a component. You can view this simplified rep in part mode, substitute it into an assembly, or place it in a drawing view. Like assembly simplified reps, you should never use part simplified reps to create new part numbers.
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Creating a Part Simplified Rep

The workflow and options available for creating part simplified reps are much different than those found in an assembly simplified rep. To create a new part simplified rep, click View Manager and on the Simp Rep tab, click New.
Type a name for the new simplified rep and press RETURN. This opens the EDIT METHOD menu manager, where you can define properties of the new rep: Attributes Select attributes to control the creation and updating of the simplified rep:
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Like assemblies, every Pro/ENGINEER part contains a set of standard simplified reps. You can use geometry, graphics, and symbolic reps of a part to reduce the memory required to open a part.
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Best Practices
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Part simplified reps are best used for creating work regions to display in assembly simplified reps. You can use them for very large, complicated models but those situations are rare.
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The User Defined option of an assembly simplified rep enables you to substitute a selected part with one of its simplified reps. This can be a rep that reduces feature count in a model, only includes surface selected geometry surfaces, or contains a work region cutout.
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Include Feat By default, all features are included in the rep, unless selected to be excluded. Exclude Feat By default, all features are excluded from the rep, unless selected to be included. Regenerate Always recreate the simplified rep by regenerating the master rep. Accelerate Use accelerator file to speed up retrieval of simplified reps. Whole Model Include all feature information in the simplified rep. GeomSnpshot The representation is a geometry only model; it includes no feature information, and is only available when used with the Accelerate attribute. Features Select features to be excluded or included in the model. The status available, Exclude or Include, is dependent on the status applied in the Attribute element. Work Region Create a cut feature to remove material from the model. A work region cut is only visible in the simplified rep. Surfaces Select surfaces from the model to be visible in the simplified rep. Using this option means that all part features are automatically excluded from display.
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PROCEDURE - Creating Part Simplified Reps

Scenario
Create three different simplified reps of ENGINE_BLOCK.PRT. Part_Reps Task 1: engine_block.prt
Create an exclude simplified rep in ENGINE_BLOCK.PRT.
1. Start the View Manager
and click New.
2. Type no_fins_ribs as the new reps name, and press ENTER. 3. In the menu manager, click Features . 4. In the model tree, select the groups FIN_PATTERN and RIBS. 5. Click Done and Done/Return from the menu manager. Task 2:
Create a work region simplified rep in ENGINE_BLOCK.PRT.
1. Double-click Master Rep and click New. 2. Type cutaway as the new reps name, and press ENTER. 3. In the menu manager, click Work Region and Done.
5. In the dashboard, edit the depth to Through All and click to Change Depth Direction make the cut upward. 6. Click Complete Feature to complete the rep. 7. Double-click Master Rep. and Done/Return from the Dashboard
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4. In the model tree, select the sketch feature CUTAWAY_SKETCH.
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Task 3:
Create a surfaces simplified rep in ENGINE_BLOCK.PRT.
1. From the View Manager dialog box, click New. 2. Type surfs as the new reps name, and press ENTER. 3. In the menu manager, click Surfaces. 4. Press CTRL and in the graphics window, select the five model surfaces shown. 5. Click Complete Feature and Done/Return from the menu manager to complete the rep. 6. Double-click Master Rep.
1. In the main toolbar, click Open
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3. In the Select Rep dialog box, select NO_FINS_RIBS and click Apply. .
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5. In the View Manager, select Master Rep(+) from the list of simplified reps, right-click, and select Save. 6. In the Save Display Elements dialog box, edit the Simplified Rep field to block_no_fins_ribs and click OK. 7. Double-click Master Rep.
Task 5:
Substitute the cutaway simplified part rep into the assembly.
1. In the graphics area, select ENGINE_BLOCK.PRT right-click, and select Representation > User Defined. 2. In the Select Rep dialog box, select CUTAWAY and click Apply.
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Task 4:
Substitute the No_Fins_Ribs simplified part rep into the assembly. , select ENGINE.ASM.
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3. In the View Manager, select Master Rep(+) from the list of simplified reps, right-click, and select Save. 4. In the Save Display Elements dialog box, edit the Simplified Rep field to block_cutaway and click OK. 5. Double-click Master Rep. This completes the procedure.
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Creating a Simplified Rep using Shrinkwrap

Use a shrinkwrap feature to create a quick and easy, lightweight simplified representation (simplified rep).
Create a Simplified Rep using a Shrinkwrap Feature Create a Shrinkwrap Feature Exclude All Components
Master Rep with Shrinkwrap
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Assembly Shrinkwrap Features
Creating the Simplified Rep
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Use the following workflow to create a lightweight, simplified rep of an assembly, using a shrinkwrap feature.
Open the assembly and click Insert > Shared Data > Shrinkwrap to create a shrinkwrap feature in the assembly. Select every component in the assembly, right-click, and click Representation > Exclude. This excludes all components but leaves the shrinkwrap feature displayed. Save the newly created simplified rep. Click File > Erase > Not Displayed to remove the excluded components from memory. While this technique is efficient for creating a lightweight simplified rep, it should be noted that the shrinkwrap feature updates every time the assembly is regenerated. Depending on your situation, this may or may not meet your performance requirements. Also, if the assembly is used in drawings, the surfaces of the shrinkwrap feature must be hidden using layers.
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Shrinkwrap features automatically copy surface and datum geometry, from components of an assembly, into a shrinkwrap feature. You can then use the surface and datum geometry of the feature to create a lightweight, simplified representation of the assembly.
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PROCEDURE - Creating a Simplified Rep using Shrinkwrap

Scenario
Create a lightweight simplified rep of the assembly using a shrinkwrap feature. Shrink_Rep Task 1: shrink_rep.asm
Create a shrinkwrap feature in the assembly.
1. Click Insert > Shared Data > Shrinkwrap. 2. In the dashboard, click the Subset button, and select Ignore from the Subset tab. 3. In the model tree, select PISTON.ASM and CONNECTING_ROD.PRT. 4. Click OK to close the Subset tab.
5. In the dashboard, click Options and in the Options tab: Select the Exclude then Shrinkwrap check box. Edit the Quality level to 4. Select the Ignore Small Surfaces check box and edit the Threshold value to 5.
Notice the new shrinkwrap feature at the bottom of the model tree.
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Task 2:
1. In the model tree, select ENG_BLOCK_REAR.PRT, press SHIFT, and select CONNECTING_ROD.PRT. This action selects every component in the assembly. 2. Right-click and click Representation > Exclude.
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Create a simplified rep, excluding everything but the shrinkwrap feature.
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3. Click Wireframe
The shrinkwrap feature consists of all surface geometry, copied from the excluded components of the assembly.
4. Click Shading
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7. Right-click, and select Save.
8. In the Save Display Elements dialog box, edit the Simplified Rep field to sw_feat_only and click OK.
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6. In the list of simplified reps, notice that the Master Rep is now followed by a (+) symbol, marking it as modified.
5. In the main window, click View Manager
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Creating Cross-Sections, Display Styles, and Combined Views

Module Overview
It is important to be able to easily create and reuse various views of your design assembly. The Cross-Section, Display Style, and Combination View tools in Pro/ENGINEER enable you to create and manage many views of your assemblies.
Objectives
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After completing this module, you will be able to: Create planar cross-sections in an assembly. Create offset cross-sections in an assembly. Create and use zone cross-sections in an assembly. Create display styles in an assembly. Create combination views in an assembly.
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Understanding Assembly Cross-Sections

You can create planar, offset, and zone cross-sections in an assembly.
Assembly Cross-Sections: Planar Offset Zone
Planar Cross-Section
Assembly Cross-Sections Theory
Creating Assembly Cross-Sections
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You can create a cross-section by clicking the New button in the Xsec tab of the view manager. This will open the XSEC OPTS menu, from where you can select from the following cross-section options: Intersect Options: Model Only solid geometry of the assembly is intersected by the cross-section. This is the default option. Model & Qlts Both solid and surface geometry is intersected by the cross-section. Surf / Quilt Only surface geometry will be intersected by the cross-section. One Part You can select a single part in the assembly for intersection. This option only enables display of the cross-section with x-hatching. It will not appear as a clipped cut and is only enabled for Planar cross-sections. Types of cross-sections:
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You can separately define and edit the crosshatching shown in each intersected component of the assembly.
You can create a cross-sectional cut through an assembly to view the assembly's contents at that section. You can view a cross-section as x-hatching and/or a clipped cut in the assembly, or you can reference it to create a drawing view.
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When a menu manager window opens, all selections highlighted in black are default selections that have already been selected.
Cross-Section Display Options
You can configure three different cross-section display options in the view manager: Visibility Toggles the x-hatching display on or off. Active Specifies the active cross-section, with the default selection as No Cross-Section. When a cross-section is specified as active, the model geometry is clipped at that cross-section. Flip Flips the geometry side that is clipped about the active section.
Editing Cross-Sections
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There are numerous editing operations that you can perform on cross-sections, including the following: Redefine Enables you to redefine a cross-sections hatching spacing and angle. Remove Enables you to delete a cross-section from a model. Rename Enables you to rename the cross-section name. Copy Enables you to copy a cross-section from another model and specify a new reference. Description Enables you to add a text description to a cross-section.
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Planar The cross-section is defined by a datum plane or planar surface intersecting the model. This is the default option. Offset An offset cross-section uses a sketched cut line to intersect the assembly. The cut line shape is then extruded in one or both directions from the sketch plane. Zone Define a region within an assembly that can be used to select a number of intersecting components. Creation direction of an offset cross-section: One Side The cross-section is created on one side of the sketch plane. This option only enables display of the cross-section with x-hatching. It will not appear as a clipped cut. Both Side The cross-section is created on both sides of the sketch plane. This is the default option. A single or patterned planar cross-section: Single The default option, a single planar cross-section is created. Pattern You can select a pattern of datum planes to create a pattern of cross-sections.
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Creating Planar Assembly Cross-Sections

You can create a planar cross-section in an assembly.
Planar Cross-Section Options: Model Model & Qlts Surf / Quilt One Part Single Pattern
Planar Assembly Cross-Sections Theory
Creating a Planar Cross-Section
Model Only solid geometry of the assembly is intersected by the cross-section. This is the default option. Model & Qlts Both solid and surface geometry is intersected by the cross-section. Surf / Quilt Only surface geometry is intersected by the cross-section. One Part You can select a single part in the assembly for intersection. This option only enables display of the cross-section with x-hatching. It will not display as a clipped cut. Single The default option, a single planar cross-section is created. Pattern You can select a pattern of datum planes to create a pattern of cross-sections. When a menu manager window opens, all selections highlighted in black are default selections that have already been selected.
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Cutting Plane
You can select an existing datum plane or planar surface to create the planar cross-section, or use the Make Datum button to create a datum plane, on-the-fly.
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In the XSEC OPTS menu, click Planar and select from the following options:
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To create a planar cross-section, click New in the Xsec tab of the view manager, type a name, and press ENTER. This opens the menu manager.
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A planar cross-section uses a selected datum plane or planar surface to intersect the assembly. You can display the intersection as a clipped cut, x-hatching, or in a drawing view.
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Planar Cross-Section
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Best Practices
Use Make Datum to create a new, unique datum plane for every planar cross-section. A datum created using Make Datum will automatically be placed and hidden on the XSEC_DATUMS layer. Also, if you only use the datum plane for creation of the cross-section, you can edit its definition whenever required, without affecting assembly geometry or component placement. Always rename the datum plane used to create the planar cross-section to a name related to the cross-section name. This ensures that anyone working on the model will easily know what the datum plane is used for.
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PROCEDURE - Creating Planar Assembly Cross-Sections

Scenario
Create and edit planar cross-sections in the assembly. Plane_Xsec Task 1: planar_xsec.asm
Create a planar section through the assembly.
3. Click Done from the menu manager. 4. Click Make Datum > Through, and in the model tree, select ASM_RIGHT. 5. Click Done.
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6. Click Close from the view manager. Notice that the cross-section can no longer be seen. from the main toolbar.
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8. Select cross-section A, right-click, and select Visibility to toggle on permanent display of the cross-section. 9. Click Close from the view manager. Notice that the cross-section can still be seen. from the main toolbar.
11. Select cross-section A, right-click, and select Visibility again, to toggle off display of the cross-section.
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The cross-section name A will be automatically displayed in a cross-section view of a drawing as Section A-A.
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2. Click New , type A, and press ENTER.
1. Click View Manager tab.
from the main toolbar and select the Xsec
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12. Select cross-section A, right-click, and select Set Active. 13. Double-click No Cross Section to make it active. 14. Double-click A activate it. 15. Click Close to from the view manager. 16. In the model tree, select ADTM1, right-click, and select Rename. 17. Type a new name sect_a-a, and press ENTER.
1. Click Plane Display
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3. Select references to define the new datum plane definition: Select the cylindrical surface shown in the upper left of this image. Press CTRL and select the second cylindrical surface shown in the lower right of the image. 4. Click OK to close the Datum Plane dialog box.
5. Click Plane Display to disable the datum plane display.
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2. In the model tree, select datum plane SECT_A-A, right-click, and select Edit Definition.
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Edit the cross-section A to a new position.
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Using the Make Datum tool to create the cross-section's reference plane, rather than just selecting an existing datum plane, makes it easy to edit the cross-sections placement at a later time. Naming the datum plane enables you and others to easily identify the datum plane used to create the cross-section.
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7. With cross-section A selected, click Display > Flip.
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The Flip command only temporarily changes the direction of the cross-section. Permanently change it by editing the definition of datum plane SECT_A-A, and in the Display tab, flip the normal direction.
Creating Offset Assembly Cross-Sections

Offset cross-sections enable you to sketch the shape of the cross-section intersecting your assembly.
Offset Cross-Section Options: Model One Part One Side Both Sides Cut Line Sketch
Offset Cross-Section
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Adjustable Hatching
Creating an Offset Cross-Section
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To create an offset cross-section, click New in the Xsec tab of the view manager, type a name, and press ENTER. In the XSEC OPTS menu, click Offset and select from the following options:
Model Only solid geometry of the assembly is intersected by the cross-section. This is the default option. One Part You can select a single part in the assembly for intersection. This option only enables display of the cross-section with x-hatching. It will not appear as a clipped cut. One Side The cross-section is created on one side of the sketch plane. This option only enables display of the cross-section with x-hatching. It will not appear as a clipped cut. Both Side The cross-section is created on both sides of the sketch plane. This is the default option. When a menu manager window opens, all selections highlighted in black are default selections that have already been selected.
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An offset cross-section uses a sketched cut line to intersect the assembly. You define the cut line shape in Sketcher mode and then extrude it in one or both directions from the sketch plane.
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Offset Assembly Cross-Sections Theory
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Cut Line Sketch
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Sketching the Cut Line

You can only sketch the cut line for an offset cross-section using straight lines. If you want the cross-section to be viewed in a clipped display, the sketch must be an open sketch.
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PROCEDURE - Creating Offset Assembly Cross-Sections

Scenario
Create and edit offset cross-sections in the assembly. Offset_Xsec Task 1: offset_xsec.asm
Create a offset section through the assembly.
1. Click View Manager tab.
from the main toolbar and select the Xsec
3. In the menu manager, click Offset > Done. 4. Select ASM_FRONT as the sketch plane. 5. Click Flip > Okay > Top. 6. Select ASM_TOP as the orientation reference.
7. In the Sketcher toolbar, click Use Edge , and select the Loop check box in the Type dialog box. 8. Select the datum curve, as shown at the lower-left of the image. 9. Click Done Section
10. In the view manager, double-click cross-section B to make it active.
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and 11. Click Named View List select Default Orientation.
Task 2:
1. In the view manager, select cross-section B, right-click, and select Visibility. 2. With cross-section B selected, right-click, and select Redefine.
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Edit the cross-section's hatching.
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2. Click the New button, type B, and press ENTER.
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3. In the menu manager, click Hatching > Spacing > Half. 4. Click Half one more time. 5. Click Next > Angle > 150. 6. Click Spacing and then Half two times. 7. Click Next > Spacing > Half. 8. Click Half. 9. Click Done > Done/Return.
Try experimenting with all the controls listed in the MOD XHATCH menu. This completes the procedure.
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Creating Zone Assembly Cross-Sections

Create a zone to organize your large assembly.
Zone Definition Methods: Half-Space Inside-Outside Radial Distance From Offset CSYS Half-Space Orientation
Activated Zone
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Zone Theory
You can use zones for the following: Organize an assembly. Control view clipping. Select components using the Find tool. Define envelope parts.
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Creating a Zone
To create a zone, click New in the Xsec tab of the view manager, type a name, press ENTER, and select Zone from the XSEC OPTS menu. In the Zone dialog box, you can use any combination of the following zone definition methods: Half-Space The negative or positive side of a selected planar reference. Inside-Outside Inside or outside of a selected closed quilt. Radial Distance From A radial distance from a selected entity. Offset CSYS Inside or outside of a bounding box created by offset distances from a selected coordinate system.
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Zones are 3-D cross-sections that define a region in the assembly used to identify, select, and manage components within the assembly. Components are identified and selected based on their position inside or outside of the defined region of the zone.
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Zone Region Boundary
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You can select more than one reference to define an assembly zone. When you select a reference in the references area of the dialog box, it is highlighted in the Graphics window. Two or more references always have logical AND and OR capabilities.
Best Practices
Everyone's design environment is different, however, you typically only use the Zone tool for managing very large assemblies. You may not see a benefit to using it in small to medium-sized assemblies.
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PROCEDURE - Creating Zone Assembly Cross-Sections

Scenario
Select components from the assembly by creating a zone. Zones Task 1: zones.asm
Create a half-space zone to define a selection of components.
1. Click View Manager from the main toolbar and select the Xsec tab. 2. Click the New button, type zone1, and press ENTER. 3. In the menu manager, click Zone. 4. Select the front circular face of the GEARBOX_FRONT.PRT.
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5. In the Zone1 dialog box, click Display > Mark Tree. Notice that this adds a column to the model tree, identifying the components intersected by the zone. 6. Click Change Orientation to change the direction of the zone. 7. Click Display > Mark Tree again. Notice in the model tree that the components identified to be included in the zone have changed.
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8. Click Accept Settings to complete the zone creation.
9. Double-click Zone1 to make it active.
10. Double-click No Cross Section to make it active. 11. Select Zone1, right-click, and select Show Region Boundary.
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Notice the arrows pointing away from the selected surface, towards the models to be included in the zone.
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12. Observe the components intersected by the zone. In the main toolbar, select Right from the Named View . List Select Top from the Named . View List Select Default Orientation from the Named View List . Task 2:
1. Select Zone1, right-click, and de-select Show Region Boundary. 2. In the view manager, select the Simp Rep tab and click New. 3. Type from_zone1 and press ENTER.
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6. Click Find and in the Search dialog box: Select the Geometry tab. Select Zone as the rule. Select Inside the Zone from the Comparison drop-down list. Select ZONE1 from the Value drop-down list. Click Find Now. Press CTRL + A to select all the items from the found column. and click Close. Click Add Column 7. Click Accept Changes to complete the simplified rep.

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5. Select the Include tab.
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Applying an Exclude status to the top-level assembly means that every component in the assembly will be excluded, unless another status is applied to it.
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4. With the Exclude tab open, select ZONES.ASM in the model tree.
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Use the zone to select components that will be included in a new simplified rep.
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Creating Display Styles

Use display styles to assign display settings to individual components of an assembly.
Display Styles: Wireframe Hidden Line No Hidden Shaded Transparent Blank
Display Style Theory
Creating Display Styles
Wireframe Shows front and back lines equally. Hidden Line Shows hidden lines in ghost tones. No Hidden Does not show lines behind forward surfaces. Shaded Shows the model as a shaded solid. Transparent Shows the model as a transparent solid. Blank Does not show the model. You can also modify component display styles without using the view manager. You can select desired models from the graphics window, model tree, or search tool, and then use the View > Display Style commands to assign a display style to the selected models. You can store these temporary changes with a new display style, or update them to an existing one. After you define the default style, it appears each time the model is opened.
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Uses of Display Styles

You use display styles to: Increase system performance by either blanking components from display or limiting the number of components being calculated for hidden line display.
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You can assign one of the following display styles to components in an assembly:
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Use the Style tab in the view manager to create display styles for your assembly.
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The display of models in a Pro/ENGINEER session are controlled by the four display options: Wireframe, Hidden Line, No Hidden, and Shaded. You can also assign display styles to individual components in an assembly that will be used regardless of those overall session settings.
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Display Styles
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Create and save display settings used in presentations or other common situations in which it is helpful to change the display of components within an assembly. You cannot use display styles in drawing view. Blanked components are not removed from session memory; they are only removed from display. For this reason, you cannot use display styles to reduce the amount of memory required to open and work with an assembly. You should do this using simplified reps.
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PROCEDURE - Creating Display Styles

Scenario
Create display styles using the view manager. Disp_Style2 Task 1: gearbox_s2.asm
Create a new display style using the view manager.
2. Press ENTER to accept the default name Style0001. This opens the EDIT: STYLE001 dialog box, in the Blank tab. 3. In the model tree, select GEARBOX_REAR_S2.PRT. 4. Click Update View .
6. Click Update View
7. In the EDIT: STYLE0001 dialog box, select the Show tab, and click Transparent.
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8. In the model tree, expand DRILL_CHUCK_S2.ASM and then select CHUCK_S2.PRT and GEARBOX_FRONT_S2.PRT. . .
9. Click Update View 10. Click Accept Changes Task 2:
1. With Style0001 still active, click Edit > Copy in the view manager. 2. Click OK to create a new display style, Style0002. 3. Double-click Style0002 to activate it. 4. Click Edit > Redefine from the view manager.
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Copy and redefine to create a new display style.
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5. In the model tree, select the four BOLT_5-18.PRT models. Notice that the component status Blank is shown in the Edit column of the model tree. .
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, select the Style tab, and click New.
5. In the model tree, select CHUCK_S2.PRT and PRIME_GEAR_S2.PRT to also be blanked. 6. Click Update View . 7. In the main menu, click Hidden line . 8. Click Accept Changes Task 3: .
Use the model tree to edit a display style.
2. Click OK to create a new display style, Style0003.
3. Double-click display style Style0003 still to activate it. 4. Click Shading .
5. In the model tree, click Settings > Tree Columns. 6. In the Model Tree Columns dialog box, select Display Styles from the Type drop-down list. 7. In the Display Style list, select STYLE0003, and then click Add Column , to add the column to the model tree.
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9. In the STYLE0003 column of the model tree, click to the right of GEARBOX_FRONT_S2.PRT and select Blank from the drop-down list.
10. To the right of PRIME_GEAR_ S2.PRT, select Undo from the drop-down list. 11. In the model tree, click Settings > Tree Columns. 12. In the Model Tree Columns dialog box, select Remove Column and OK to close the dialog box. Note that using the model tree to edit display styles does not provide you with the option to preview or reset changes you make.
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8. Click OK to close the dialog box.
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1. With Style0002 still active, click Edit > Copy in the view manager.
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Creating Combination Views

Combine and save simplified reps, style states, cross-sections, orientations, and exploded views as combination views.
Combine the following: Simplified Reps Display Styles Cross-Sections Orientations Exploded Views
Simplified Reps and Styles
Combination View Theory
With combination views, you can control the following display states: Simplified Reps Display Styles Cross-Sections Orientations Exploded Views Layer Status
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Uses of Combination Views

You typically use combination views to save: Common working configuration. For example, you can use a view including a specific orientation, cross-section, and simplified rep when designing a component within an assembly. Combinations used to create images for presentations. For example, you can save a view including specific orientations and styles for reproducible image captures.
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A combination view enables you to combine and apply multiple view manager states. You can save combination views to quickly switch between customized combination views.
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You can create and activate combination views from within the All tab of the view manager.
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Originals or Copies
Each time you create a new combination view, the New Presentation State dialog box opens, presenting you with the following choices: Reference Originals This option uses existing orientations, styles, simplified reps, and so on, to create the combination view. Create Copies Be aware that this option creates a copy of every display state used in the combination view. It used the new copies to create the combination view. Using the Create Copies option creates new orientations, styles, simplified reps, and so on, in your model.
Best Practices
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Combination views are a great tool for accessing the specific combination of display views that you use repeatedly to design or display your product.
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PROCEDURE - Creating Combination Views

Scenario
Combine various states and views into combination views. Combo_View Task 1: combo.asm
Create a new combination view.
2. Press ENTER to accept the default name Comb0001.
5. Select 3D_Side from the Orientation drop-down list. 6. Click Update Screen .
7. Select Cut_Away from the Simplified Rep drop-down list.
10. Click Update Screen
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9. Select Trans_Rear from the Style drop-down list. .
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11. Select the show exploded check box. .
13. Clear the show explode check box. 14. Click Accept Settings .
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4. In the view manager, click Edit > Redefine to open the COMB001 dialog box.
3. Click Reference Originals from the New Presentation State dialog box.
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, select the All tab, and click New.
Task 2:
Save selected states and views to a combination view.
1. In the view manager, double-click the combination view named Default All. 2. In the Simp Rep tab, double-click Rear_Box. 3. Click Refit .
4. In the Style tab, double-click Wire_Gears.
5. In the Xsec tab, double-click A.
7. Click Refit
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8. Select the modified view 3D_Front(+), right-click, and select Save.
9. Click OK from the Save Display Elements dialog box.
10. In the All tab, click New. 11. Press ENTER to accept the default name Comb0002. 12. Click Reference Originals from the New Presentation State dialog box. This completes the procedure.
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6. In the Orient tab, double-click 3D_Front.
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Module 9 | Page 1
Substituting Components By Rep, Envelope, and Model

Module Overview
Objectives
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After completing this module, you will be able to: Create envelope models using a variety of methods. Substitute models using By Envelope. Substitute models using By Rep. Substitute models using By Model.
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In Pro/ENGINEER, you can substitute large, complicated components with simplified reps, envelopes, or models related by family tables or interchange assemblies. These tools enable you to control and manage the system resources required to work with large assemblies.
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Understanding Envelopes
You can substitute envelopes for more complex components in order to reduce memory requirements of an assembly.
Envelope Creation Methods: Create Envelope Part Select Existing Assembly Component Surface Subset Shrinkwrap Faceted Solid Shrinkwrap
Full Assembly
Envelopes Created using Different Methods
Understanding Envelope Theory
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The definition of every envelope part begins in the Envelope Definition dialog box where the following attributes are defined:
Name You can type the envelope name in either the Component Create dialog box or the Envelope Definition dialog box. Components to Substitute You select parts and subassemblies from the assembly that the envelope will be substituted for. Envelope Part Every envelope has a part model associated with it. Click the Envelope Part button to open the Envelope Method dialog box where you can select from four different methods of creation: Create Envelope Part A new part is created and geometry is then added using a variety of geometry creation methods. Select Existing Assembly Component This will convert a selected part in the assembly to an envelope. Because the part is an envelope, it will no longer be displayed in the assembly. This method is a good method to use if you have created or copied a part that you want to turn into an envelope.
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You create envelopes within an assembly, using the Envelope Manager, accessed by clicking View > Envelope Manager or by selecting Envelope as the model type in the Component Create dialog box.
Creating Envelopes
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An envelope is a part created to represent a predetermined selection of components in an assembly. The envelope uses simple geometry to reduce memory usage and looks similar to the components it represents.
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Surface Subset Shrinkwrap You create an envelope part using the Surface Subset Shrinkwrap functionality. This method creates an associative surface representation of the referenced components. Faceted Solid Shrinkwrap An envelope part is created using the Facet Solid Shrinkwrap functionality. This method creates a tessellated, solid representation of the referenced components. This shrinkwrap type cannot be modified and is not associative with geometry changes in these models. Envelope Geometry You can use feature creation tools to define geometry in an already created envelope. For example, you can add an extrusion to refine the definition of a model created using the facetted solid shrinkwrap option. Always add an _env suffix to an envelope's part file name. This enables you to recognize them as envelope parts in your local file structure or data management tool.
You can use an envelope in multiple simplified representations.
Envelope Displays and BOM's
Do not appear in the Assembly BOM. Do not appear in assemblies unless they are substituted into a simplified rep. By default, appear in the model tree of an assembly, however, they are identified by both the envelope name and part name. You can change model tree settings to disable envelope display.
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Best Practices
If you are responsible for a large assembly, it is a good practice to create a lightweight simplified rep that can be used by downstream users of your assembly. Envelopes are a valuable tool for providing those users with the lightweight model yet also providing them with key geometric and BOM information.
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Envelope models are only simplified representations of design models. For this reason, envelope parts:
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Use the By Envelope option in the Substitution tab of the View Manager dialog box to include an envelope in a simplified rep. This automatically substitutes the reference components with the envelope part.
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Although envelopes are stored as part files with a .prt extension, you can only use them as envelopes in the assembly in which they were created. To use an envelope part, you must explicitly include it in a simplified rep by substituting it for the components that it represents.
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Using Envelopes
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Creating and Using a Surface Subset Shrinkwrap Envelope

You can simplify an assembly using an envelope created using the Surface Subset Shrinkwrap method.
Surface Subset Shrinkwrap Envelope Part Name Quality Level Attributes
Creating Surface Subset Shrinkwrap Envelopes

You can create an envelope part and its geometry automatically, using the Surface Subset Shrinkwrap method. Using this method, a subset of surface geometry is copied from the original assembly into the envelope part. You can control the level of surface detail copied into the model using the following options: Quality Level You can edit the relative quality of the shrinkwrap feature creation process to a value between 1 and 10. High quality levels increase processing time, file size, and increase the level of detail included in the shrinkwrap feature. Attributes You can select attributes which control the automatic selection of shrinkwrap geometry: Auto Hole Filling Fill all holes or cuts that intersect a single surface. Include Quilts Select quilts that should always be included in the Shrinkwrap feature. Ignore Small Surfaces Exclude surfaces that are smaller than the specified percentage of the model's overall size. You can only create envelopes using Shrinkwrap methods when the master representation is active.
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Surface Subset Envelope
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Associative Geometry
Geometry that you create using the Surface Subset Shrinkwrap method is associative to the component geometry that it references. If the referenced components change, geometry in the envelope will update accordingly.
Using Surface Subset Shrinkwrap Envelopes

Like any envelope, you can substitute those you create using the Surface Subset Shrinkwrap method into an assembly's simplified rep, using the By Envelope method.
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PROCEDURE - Creating and Using a Surface Subset Shrinkwrap Envelope

Scenario
Create a surface subset shrinkwrap envelope to substitute for the pcb assembly. SWSurf_Env Task 1: Create the envelope part. housing_btm2.asm
4. Select the first instance of 0402.PRT, at the top of the model tree. 5. Press SHIFT and select LCC28.PRT at the bottom of the model tree. 6. Click Envelope Part from the Envelope Definition dialog box. If you mistakenly select a component to be included in the envelope, you can exclude it using the Exclude button in the Envelope Definition dialog box. 7. In the Envelope Method dialog box, click Surf Subset Shrinkwrap. 8. Edit the envelope part name to swsurf_pcb_env.
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9. Edit the Quality Level to 5.
10. Ensure that Auto Hole Filling is selected, and click OK. 11. After the part has been generated, click OK from the Envelope Definition dialog box. Notice that you can now see the envelope in the model tree.
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3. With the Envelope Definition dialog box open, go to the model tree and expand ECAD_CNTRL2.ASM.
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2. In the Component Create dialog box, click Envelope, type swsurf_pcb, and click OK.
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Task 2:
Substitute the envelope part into a simplified rep of the assembly.
1. From the main toolbar, click View Manager , select the Simp Rep tab, and click New. 2. Type swsurf_pcb as the name and press ENTER. 3. In the EDIT: SWSURF_PCB dialog box, select the Substitute tab, and click By Envelope.
6. In the main toolbar, click File > Erase > Not Displayed. 7. Click OK from the Erase Not Displayed dialog box.
Task 3:
Observe the surface geometry of the envelope part.
2. In the main toolbar, click View > Display Style > Shaded.
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to observe 3. Click Wireframe the wireframe surface geometry of the envelope model. 4. ClickShading .
5. In the model tree, select SWSURF_PCB<SWSURF_PCB_ENV.PRT>, right-click, and select Open. Notice that the shrinkwrap feature in the envelope part represents surface geometry of multiple components in the assembly. Because the Surface Subset Shrinkwrap method is an associative tool, a change made to the design components would update this envelope model accordingly. This completes the procedure.
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1. In the model tree, press CTRL and select HOUSING_BTM2.PRT, MOLDED_INSERT_M6.PRT, and ECAD_CNTRL2.ASM.
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In the Erase Not Displayed dialog box, notice all the components that you can now erase from session memory, because they were substituted by the single envelope part.
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5. Click Close from the view manager.
4. In the Select Envelope(s) list, select the envelope SWSURF_PCB, and click Accept Changes .
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Creating and Using a Faceted Shrinkwrap Envelope

You can simplify an assembly using an envelope created using the Faceted Shrinkwrap method.
Faceted Solid Shrinkwrap Envelope Part Name Quality Level Attributes
Creating Faceted Shrinkwrap Envelopes

You can create an envelope part and its geometry automatically, using the Faceted Shrinkwrap method. Using this method, you can create a solid faceted part based on geometry of referenced components. The level of detail referenced and the quality of tessellation used to create the faceted geometry is controlled using the following options: Quality Level You can edit the relative quality of the shrinkwrap feature creation process to a value between 1 and 10. High quality levels increase processing time, file size, and increase the level of detail included in the shrinkwrap feature. Attributes You can select attributes which control the automatic selection of shrinkwrap geometry: Auto Hole Filling Fill all holes or cuts that intersect a single surface. Include Quilts Select quilts that should always be included in the Shrinkwrap feature. Ignore Small Surfaces Exclude surfaces that are smaller than the specified percentage of the model's overall size.
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Non-Associative Geometry
Geometry created using the Faceted Shrinkwrap method is not associative to the component geometry that it references. If the referenced components change, geometry in the envelope will not update.
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Using Faceted Shrinkwrap Envelopes

Like any envelope, you can substitute those that you create using the Faceted Shrinkwrap method into an assembly's simplified rep, using the By Envelope option.
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PROCEDURE - Creating and Using a Faceted Shrinkwrap Envelope

Scenario
Create a faceted shrinkwrap envelope to substitute for the pcb assembly. SWFac_ Env Task 1: housing_front2.asm
4. Click Envelope Part from the Envelope Definition dialog box. 5. In the Envelope Method dialog box, click Faceted Solid Shrinkwrap.
8. Click OK.
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9. Click OK from the Envelope Definition dialog box. Notice that you can now see the envelope in the model tree.
Notice you can now see the faceted model in the assembly. As soon as the envelope creation is completed, the envelope model will be removed from display.
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7. Edit the Quality Level to 5.
6. Edit the envelope part name to swfac_pcb_env.
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3. With the Envelope Definition dialog box open, go to the model tree and select ECAD_OPTIC2.ASM.
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2. In the Component Create dialog box, click Envelope, type swfac_pcb, and click OK.
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Create the envelope part.
Task 2:
1. From the main toolbar, click View Manager Rep tab, and click New.
, select the Simp
2. Type swfac_pcb as the name and press ENTER. 3. In the EDIT: SWFAC_PCB dialog box, select the Substitute tab, and click By Envelope. 4. In the Select Envelop(s) list, select the envelope SWFAC_PCB and click Accept . Changes 5. Click Close from the view manager. 6. In the model tree, select SWFAC_PCB<SWFAC_PCB. PRT>, right-click, and select Open.
8. ClickShading
9. In the main toolbar, click File > Erase > Not Displayed. In the Erase Not Displayed dialog box, notice all the components that can now be erased from session memory, because they were substituted by the single envelope part. Because the Faceted Solid Shrinkwrap method is not an associative tool, a change made to the design components will not update this envelope.
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7. In the main toolbar, select No hidden to verify the faceted envelope part is a solid.
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Creating and Using a Create Features Envelope

You can simplify an assembly using an envelope defined by features created in context of an assembly.
Create Features Feature control. Features created in context of the assembly.
Envelope Created using an Extrude
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With the envelope part activated in the assembly, you can add features to the envelope part, in the same way that you would add them to a standard part.
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Using an Envelope Created using the Copying an Existing Method

Like any envelope, you can substitute those created using the Create Envelope Part, Create Features method into an assembly's simplified rep, using the By Envelope option.
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To create an envelope using this method, click Create Envelope Part from the Envelope Method dialog box and then, click Create features in the Creation Options dialog box.
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Creating an Envelope using Features
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PROCEDURE - Creating and Using a Create Features Envelope

Scenario
Define an envelope by creating a feature in the context of the assembly, then use the envelope to substitute for the pcb assembly. Create_Env Task 1: Create the envelope part. housing_btm.asm
5. In the Envelope Method dialog box, click Create Envelope Part, edit the Name to pcb1_btm_env, and click OK. 6. In the Creation Options dialog box, click Create features, and OK. 7. In the feature toolbar, click the Extrude Tool 9. Select the bottom of PCB_CNTRL.PRT.
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4. Click Envelope Part.
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3. With the Envelope Definition dialog box open, select ECAD_CNTRL.ASM as the component to substitute.
8. In the graphics area, right-click, and select Define Internal Sketch. 10. In the Sketch dialog box, select Top from the Orientation drop-down list, click Flip, and then click Sketch. 11. In the References dialog box, click Close and Yes from the Missing References dialog box.
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12. In the Sketcher toolbar, click Use Edge , and Loop from the Type dialog box. 13. Select the top surface of PCB_CNTRL.PRT, as shown, and click Accept. This creates sketch entities along the outer edges of the part. 14. Click Done Section complete the sketch.
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2. In the Component Create dialog box, click Envelope, type pcb1_btm, and click OK.
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15. Click Named View List and select Standard Orientation from the drop-down list. 16. While pressing the SHIFT key, click and drag the small white, square drag handle to the top surface of TO5.PRT, as shown. 17. Click Complete Feature and then OK from the Envelope Definition dialog box. Task 2:
1. From the main toolbar, click View Manager , select the Simp Rep tab, and click New. 2. Type simple_pcb1 as the name and press ENTER. 3. In the EDIT: SIMPLE_PCB1 dialog box, select the Substitute tab, and click By Envelope. 4. In the Select Envelop(s) list, select the envelope PCB1_BTM and click Accept Changes . 5. Click Close from the view manager. 6. In the main toolbar, click File > Erase > Not Displayed.
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In the Erase Not Displayed dialog box, notice all the components that you can now erase from session memory, because they were substituted by the single envelope part.
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Creating and Using an Envelope Copied from an Existing Part

You can simplify an assembly using an envelope created by copying an existing part.
Copy From Existing Quick and Easy Non-Associative
You can quickly create an envelope part by copying an existing model. You can then define the envelope geometry by editing dimensions, and inserting or deleting features that were copied to the envelope part. To create an envelope using this method, click Create Envelope Part from the Envelope Method dialog box and then, click Copy From Existing in the Creation Options dialog box. You can then browse to select the model you want to copy.
Non-Associative Copy
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The copied envelope part is not associative to the existing model it was copied from. A change to the original model will not update the envelope part.
Using an Envelope Created using the Copying an Existing Method
Like any envelope, you can substitute those that you create using the Copying an Existing method into an assemblies simplified rep, using the By Envelope method.
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Creating an Envelope by Copying an Existing Component
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PROCEDURE - Creating and Using an Envelope Copied from an Existing Part

Scenario
Define an envelope by making a copy of an existing part, then use the envelope to substitute for the pcb assembly. Copy_Env Task 1: housing_front.asm
5. In the Envelope Method dialog box, click Create Envelope Part, edit the name to pcb2_env, and click OK. 6. In the Creation Options dialog box, click Copy From Existing, and Browse.
8. Click OK from the Creation Options dialog box.
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7. In the Choose Template dialog box, select PCB_OPTIC.PRT, and click Open.
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4. Click Envelope Part.
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3. With the Envelope Definition dialog box open, select ECAD_OPTIC.ASM as the component to substitute.
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2. In the Component Create dialog box, click Envelope, type pcb2, and click OK.
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Create the envelope part by copying another part.
9. Click to position the model in the graphics area. 10. Click Csys Display to enable the coordinate system display.
11. Select ECAD_DEFAULT in both models as component and assembly references, as shown. 12. Click Complete Component dialog box. 13. Click Csys Display and OK from the Envelope Definition
to disable the coordinate system display.
Task 2:
Edit the envelope part.
3. Edit the dimension 1.575 to 6.575 and click Regenerate Model
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2. In the model tree, select PROTRUSION ID 39, right-click, and select Edit. .
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1. In the model tree, select the envelope part PCB2 <PCB_ENV2.PRT>, right-click, and select Open. This is the envelope part you just created by copying the design model PCB_OPTIC.PRT.
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, right-click, and select
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4. In the feature toolbar, click Extrude Tool Define Internal Sketch.
5. In the model tree, select datum plane FRONT as the sketch plane. 6. Click Sketch from the Sketch dialog box and sketch and dimension a circle, as shown.
7. Click Done Section complete the sketch.
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8. Click Named View List and select Standard Orientation from the drop-down list. 9. Edit the depth to 19.5 and click Complete Feature .
Task 3:
3. Type simple_pcb as the name and press ENTER. 4. In the EDIT: SIMPLE_PCB dialog box, select the Substitute tab, and click By Envelope. 5. In the Select Envelope(s) list, select the envelope PCB2 and click Accept Changes .
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2. From the main toolbar, click View Manager Rep tab, and click New.
, select the Simp
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1. Click Window and select HOUSING_FRONT.ASM to activate it.
Substituting Components Using By Rep

You can substitute a component by any of its user-defined simplified reps, using the By Rep option.
Substituting By Rep Theory
Substituting a Component By Rep
From the model tree, use the following steps to substitute a component using one of its simplified reps:
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In the model tree, select the component you want to substitute. Right-click and click Representation > User Defined. Select the rep you want to use from the Select Rep dialog box. You can only substitute user-defined simplified reps and the Default Rep in a simplified rep. You cannot substitute the standard Symbolic, Geometry, and Graphics reps.
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In the Substitution tab of the EDIT: dialog box, click the By Rep option. Select the component you want to substitute. Select the rep you want to use from the Select Rep list.
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From within the view manager, use the following steps to substitute a component using the By Rep option:
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You can substitute a component by any of its user-defined simplified reps, using the By Rep option. This option enables you to automatically substitute a component with any of its user-defined simplified reps.
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Full Assembly
Substituted Simplified Reps
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PROCEDURE - Substituting Components Using By Rep

Scenario
Create a simplified assembly by substituting subassemblies with their lightweight simplified reps. Sub_ByRep Task 1: camera1.asm
Create a simplified rep that substitutes subassemblies with their simplified reps.
1. From the main toolbar, click View Manager , select the Simp Rep tab, and click New. 2. Type simple_camera as the name and press ENTER. 3. In the EDIT: SIMPLE_CAMERA dialog box, select the Substitute tab, and click By Rep. 4. In the model tree, select HOUSING_BTM.ASM, the model to be substituted.
6. Click Accept and then click . Accept Changes
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7. Click Close from the view manager. Edit the new simplified rep to substitute another subassembly.
Task 2:
1. In the model tree, select HOUSING_FRONT.ASM. 2. Right-click and click Representation > User Defined. 3. In the SELECT REP dialog box, select SIMPLE_PCB1 and click Apply.
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5. In the Select Rep list, select the simplified rep SIMPLE_PCB. SIMPLE_PCB is a simplified rep, contained in HOUSING_BTM.ASM.
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5. Reset the modified simplified rep Simple_Camera(+) by double-clicking it.
6. In the model tree, select HOUSING_FRONT.ASM. 7. Right-click and click Representation > User Defined. 8. In the SELECT REP, select SIMPLE_PCB2 and click Apply. 9. In the view manager, select Simple_Camera(+), right-click, and select Save.
11. Click Close from view manager.
13. Click OK from the Erase Not Displayed dialog box.
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Notice that a lot of components will be removed from session memory by substituting for the two detailed pcb assemblies. This will increase system performance.
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12. In the main toolbar, click File > Erase > Not Displayed.
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10. Click OK from the Save Display Elements dialog box.
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Substituting Components Using By Model

You can substitute components related by a family table or interchange assembly in a simplified rep, using the By Model option.
Substitute By Model: Family Table Interchange Assembly
Related by Interchange Assembly
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Substituting By Model Theory
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Substituting a Component By Model

In the Substitution tab of the EDIT: dialog box, click the By Model option. Select the component you want to substitute. Family Table If the selected component has models related to it by a family table, you can use the Browse button to select from the list of related models. Interchange Assembly If the selected component has models related to it by an interchange assembly, you can use the Browse button to select from the list of related models.
Use the following steps to substitute a component using the By Model option:
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You can substitute components into a simplified rep using the By Model option. This option enables you to automatically substitute any components related by family table or interchange assembly.
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PROCEDURE - Substituting Components Using By Model

Scenario
Create a simplified assembly by substituting components using the By Model option. Sub_ByModel Task 1: securitycam1.asm
1. From the main toolbar, click View Manager , select the Simp Rep tab, and click New. 2. Type solid_camera as the name and press ENTER. 3. In the EDIT: SOLID_CAMERA dialog box, select the Substitute tab, and click By Model. 4. In the model tree, select CAMERA1.ASM.
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7. Click Accept Changes
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6. In the Family Tree dialog box, expand CAMERA1_INTCHG.ASM, select CAMERA_LIGHT.PRT, and click OK.
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5. In the EDIT: SOLID_CAMERA dialog box, click Browse.
Task 2:
Verify that the assembly was substituted.
1. In the view manager, select the Xsec tab. 2. Double-click cross-section A.
Notice that in this simplified rep, CAMERA1.ASM has been substituted by a single part model.
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Substitute the camera assembly with a simplified part model.
Task 3:
Substitute a simplified thumb nut, further reducing detail in the simplified rep.
1. In the Xsec tab of the view manager, double-click cross-section No Cross Section. 2. In the Simp Rep tab, select the simplified rep Solid_Camera, and click Edit > Redefine.
5. In the EDIT: SOLID_CAMERA dialog box, click Browse. 6. In the Family Tree dialog box, select THUMB_NUT_M6X1_SIMPLE, and click OK. 7. Click Accept Changes .
8. Click Close from the view manager.
9. In the main toolbar, click File > Erase > Not Displayed. In the Erase Not Displayed dialog box, notice all the components that you can now erase from session memory because they were substituted by the single envelope part. This completes the procedure.
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4. In the model tree, expand the node of ARM1.ASM and select THUMB_NUT_M6X1.PRT.
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3. In the EDIT: SOLID_CAMERA dialog box, select the Substitute tab, and click By Model.
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Understanding Advanced Simplified Rep Functionality

Module Overview
Once you have learned the basics of simplified representations, you can utilize advanced functionality to define simplified reps by rules based on model size, location or proximity to other components. You can also manage on-demand simplified rep options, and create external reps.
Objectives
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After completing this module, you will be able to: Search for components in simplified reps. Create simplified reps based on model size. Create simplified reps using zones. Create simplified reps based on distance. Create simplified reps using exterior components. Define simplified reps using rules. Utilize on-demand simplified reps. Create external simplified reps.
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Searching for Components for Simplified Reps

You can use the Search tool to automate the selection of components referenced in a simplified rep.
Using the Search Tool Attributes History Status Geometry
Search Attributes
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Searching for Components for Simplified Reps Theory
One-time Search Use the Search tool to select components, and then exclude or change their representation. Saved Search A search is saved as a layer with an embedded rule. Once the search is saved to a layer containing the search rule, components are added/removed from the layer automatically based on the rule. You can then select all the components on the layer and then exclude or change their representation. You can also build a compound search. Selecting Build Query from the Options drop-down list enables you to add multiple queries to the search. This enables you to narrow down the search results by combining multiple searches together with AND/OR operators.
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Search Criteria
With the Search tool, you can search using various criteria, including the following. Note that depending on the search type, you may need to change the settings to look for components or solid models accordingly. Attributes Name Look for components by name. You can use wildcards such as * to select multiple similarly named components. For example, you
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When creating simplified reps on a large assembly, the selection of components for a particular rep can often be the most tedious task. You can use the Search tool to automate this task in two ways:
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Save Rule as Layer
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can search for BOLT* or *BOLT to locate all components with names starting or ending with the text BOLT. Type Look for components by type. For example, you can search for an assembly to locate subassemblies, or you could search for Bulk Items, Parts, or Skeletons. Expressions Look for components by matching a parameter expression. For example, if all components have a parameter for material, you can select all components that have ALUM as the value for the material parameter. Size Look for solid models by size. The system can locate components based on their absolute or relative physical size. History ID Look for a component with a particular component ID number. Number Look for components with a specified component number or range. Status Regeneration Look for components that are frozen, child of frozen, failed, packaged, suppressed, and so on. Layer Look for components on a particular layer name. Display Look for solid models that are on a particular simplified rep, style state, or are currently hidden. Parent/Child Look for solid models that are parents or children of a selected component. Options are available to limit the scope and extent of the parent/child relation. Copied Refs Look for components that have copied references which are edited to a selected status. Geometry Zone Look for components or solid models that are inside or outside a defined zone. Distance Look for components or solid models within a distance from a reference. Exterior Comps Look for components or solid models that are on the exterior of an assembly.
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PROCEDURE - Searching for Components for Simplified Reps

Scenario
Locate components by name and exclude them from a simplified rep. Search Task 1: drill_search.asm
Search for all bolts in the assembly. from the main toolbar.
1. Click Find
2. Select Component from the Look For drop-down list. 3. Select the Attribute tab and click Name as the rule. 4. In the Comparison field, select is equal to from the drop-down list if necessary. 5. In the Value field, type BOLT*. 6. Click Find Now. Pro/ENGINEER will find and list 32 models meeting this criteria. 7. Drag your curser over the found items to highlight them.
Notice that bolts with varying lengths and diameters of 4, 5, and 6mm have been found. Task 2: Build a query to find bolts of specific sizes.
1. In the Search Tool dialog box, click the New Search button.
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2. From the Options drop-down list, select Build Query. 3. In the Value field, type BOLT_4* and click Add New. Notice an OR operator has been placed between the two rules in the query. 5. Click Find Now. 6. Select the listed items, then click Add Item . 7. Click Close. Notice that Pro/ENGINEER has found 14 bolts with 4 or 6mm diameters.
4. In the Value field, type BOLT_6* and click Add New.
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Task 3:
Create a simplified rep by excluding components from the query.
1. With the bolts still selected, right-click, and click Representation > Exclude. 2. Start the View Manager from the main toolbar.
3. Select Master Rep(+), right-click, and select Save. 4. In the Save Display Elements dialog box, edit the Simplified Rep field to no_bolt_4_6 and click OK.
3. In the Value field, type BOLT_5* and click Find Now. 4. Press CTRL + A to select the 18 items found.
5. In the Search Tool dialog box, click Options > Save Query. 6. In the Save Rules dialog box, type no_bolt_5 and click OK. 7. Click Close from the Search Tool dialog box and Close from the view manager.
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10. Right-click the layer and select Select Items.
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11. In the graphics area, right-click, and click Representation > Exclude.
13. Select Master Rep(+), right-click, and select Save. 14. In the Save Display Elements dialog box, edit the Simplified Rep field to no_bolt_5 and click OK. 15. Double-click Master Rep and click Close.
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9. Expand the NO_BOLT_5 layer, to see the bolts that have been added to it by the query.
8. In the main toolbar, click Layers
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2. Click Find toolbar.
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1. Double-click Master Rep to activate it.
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Task 4:
Save queried components to a layer.
Creating Simplified Reps by Size

You can use the Search tool to selected components based on size, to be referenced in a simplified rep.
Bounding Box Size Type Relative (0-1) Absolute (value) Comparison
Include All Models
Bounding Box
Relative Size
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Model Size
To determine a models size, the system uses the same calculation as the Info > Model Size functionality. This analysis places the smallest rectangular bounding box that will completely encompass the model. Note that all model geometry is considered, solid or non-solid. The system then measures the length of the 3-D diagonal across the bounding box. The length of this diagonal, in current model units, is used as the size of the model.
Size Type
When searching by size, there are two size types Relative and Absolute. The Relative option searches for models using a percentage scale. For example, a relative value of 0.15 can locate all models which are 15% of the overall assembly size. The Absolute option searches for models using a value. For example, typing a value of 150 can locate all models which are 150 model units. For each size search, you can specify one of the following comparisons:
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You can create a simplified rep by selecting models based on their size. Once you look for and select Solid Models using the Search tool, you can exclude these models or change their representation. For example, you can select all components above or below a particular size and then exclude them all at once in a simplified rep.
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= , not = , > , < >= , <=
Equal to Not equal to Greater than Less than Greater than or equal to Less than or equal to
Include All Models
You can also use the Include All Models option to search within subassemblies.
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You can also build a compound size search. For example, if you need to select all models that are greater than 100 and less than 150, you can perform an initial search for models greater than 100, and then use the Build Query option to search within the results for models less than 150. Additionally, you can toggle the compound operator to either AND or OR.
PROCEDURE - Creating Simplified Reps by Size

Scenario
Locate components by size and exclude them from a simplified rep. Size Task 1: drill_size.asm
Search for components of a relative size.
2. Select Solid Model from the Look For drop-down list. 3. Select the Attribute tab and click Size as the rule. 4. In the Type field, select Relative, if necessary. 5. In the Comparison field, select is less than.
6. In the Value field, type 0.15 and ensure that the Include All Models check-box is clear. 7. Click Find Now. Pro/ENGINEER will find and list 53 solid models meeting this criteria. 8. Press CTRL + A to highlight all found items.
Notice that the solid models found are mostly bolts and other small components. 9. Click Add Item Task 2:
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Create a simplified rep by excluding the found components.
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1. With the found models still selected, right-click, and select Representation > Exclude.
2. Start the View Manager from the main toolbar. 3. Select Master Rep(+), right-click, and select Save. 4. In the Save Display Elements dialog box, edit the Simplified Rep field to no_less_15_percent and click OK. 5. In the view manager, double-click Master Rep. Leave the View Manager dialog box open.
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1. Click Find
Task 3:
Create a simplified rep by excluding components from the query. from the main toolbar.
1. Click Find
2. From the Options drop-down list, enable Build Query if necessary. 3. In the Comparison field, select is greater than. 4. Ensure that the Value field is still 0.15 and click Add New. 5. In the Comparison field, select is less than. 6. In the Value field, type 0.50 and click Add New. 8. Click on the OR operator and select AND. 10. Press CTRL + A, click Add Item 11. Right-click, and click Representation > Exclude. 12. In the view manager, select Master Rep(+), right-click, and select Save.
, and then click Close.
13. Edit the Simplified Rep field to no_1550_percent and click OK.
Task 4:
Save queried components to a layer.
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2. Click Repaint 3. Click Find
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1. Click Info > Model Size and select DRILL_SIZE.ASM from the model tree. Notice the overall size is approximately 700mm. . .
4. In the Type field, select Absolute. 5. In the Comparison field, select is greater than. 6. In the Value field, type 120 and click Find Now. 7. Press CTRL + A, click Add Item , and then click Close.
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14. Double-click Master Rep.
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9. Click Find Now. Notice 19 items have now been found.
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7. Click Find Now. Notice 80 items have been found.
8. Right-click, and click Representation > Exclude. 9. In the view manager, select Master Rep(+), right-click, and select Save. 10. Edit the Simplified Rep field to no_larger_120 and click OK. 11. Double-click Master Rep.
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Creating Simplified Reps using Zones

You can use zones to select components to be referenced in a simplified rep.
Searching by Zone Inside Zones Outside Zones Zone Types Half-Space Inside-Outside Radial Distance Offset Csys
Offset Csys Zone
Half-Space Zone
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Searching for Components for Simplified Reps Theory
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When searching for solid models, a component will be selected if any solid geometry is within or is crossing the zone boundary. When searching for components, a component will be selected if any solid or non-solid geometry (datum feature for example) is within or crossing the zone boundary.
Zone Types
Zones are created and managed as a type of cross-section within the view manager. You can create four types of zones: Half-Space You define this type of zone by selecting a datum plane or planar surface as a reference. You can then flip the direction of the zone to be on either side of the reference. An example of this type of zone is shown in the lower-left figure. The zone direction is illustrated by the arrows. Inside-Outside You define this type of zone by selecting an enclosed surface quilt as a reference. You can then flip the direction of the zone to be on the inside or outside of the quilt. (not shown) Radial Distance You define this type of zone by selecting a vertex or datum point or coordinate system as a reference. You then specify a
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You can search for components or solid models inside or outside a defined zone. Once selected, you can then exclude them or change their representation with a simplified rep.
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distance value to define a spherical zone. An example of this type of zone is shown in the lower-right figure. Offset Csys You define this type of zone by selecting a coordinate system as a reference. You then define a rectangular zone by typing +/- values for the X, Y, and Z directions. An example of this type of zone is shown in the upperright figure. You can also build compound zones by defining multiple zones and then linking them with AND/OR statements. For example, you can create a zone by selecting two parallel planes as half-space references. You can then define the zone to include all components on the positive side of the first plane AND all the components on the negative side of the second plane, therefore selecting all components between the planes.
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PROCEDURE - Creating Simplified Reps using Zones

Scenario
Create zones and use them to create simplified reps. Zone Task 1: drill_zone.asm
Search for components in a Radial Distance From zone.
2. Click the New button, type zone1, and press ENTER. 3. In the menu manager, click Zone. 4. Select Radial Distance From from the drop-down list. 5. Select Point from the From drop-down list, type 90 as the Radius, and press ENTER. 6. Select datum point APNT0 from the model. 7. Click Accept Settings Close. and
Radial Distance zones cannot be set active to display a clipped cut.
10. Select the Geometry tab and click Zone as the rule. 11. In the Comparison field, select Inside the zone if necessary.
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12. In the Value field, select Zone1 and enable the Show Selected Zones option. 13. Click Find Now. 14. Press CTRL + A, click Add Item and Close.
15. With the found models still selected, right-click, and click Representation > Exclude. 16. Start the View Manager select the Simp Rep tab. and
17. Select Master Rep(+), right-click, and select Save. 18. Edit the Simplified Rep field to exclude_zone1 and click OK.
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9. In the Look for drop-down list, select Solid Model.
8. Click Find
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and select the Xsec tab.
19. In the view manager, double-click Master Rep, and leave the View Manager dialog box open. Task 2: Search for components in a Offset Csys zone.
1. Select the Xsec tab in the view manager, click New, type zone2, and press ENTER. 2. In the menu manager, click Zone.
4. Select CSYS from the model. 5. Edit the offsets as follows: X1:35 Y1:50 Z1: 55 X2: 35 Y2: 25 Z2:200 6. If required, click Change Orientation to ensure the zone is labeled as Inside. 7. Click Preview Display 8. Click Accept Settings Close. 9. Click Find . , and
10. In the Value field, select Zone2 and enable the Show Selected Zones option.
13. With the found models still selected, right-click, and select Representation > Exclude.
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14. Start the View Manager necessary.
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12. Press CTRL + A, click Add Item
11. Click Find Now.
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15. Select Master Rep(+), right-click, and select Save. 16. Edit the Simplified Rep field to exclude_zone2 and click OK. 17. In the view manager, double-click Master Rep and click Close. This completes the procedure.
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3. Select Offset CSYS from the drop-down list.
Creating Simplified Reps by Distance

You can select components that are a specified distance from a selected reference, to be included in a simplified rep.
Comparison Less than Greater than Value Reference Point / Vtx Csys And so on
Radial Distance
Creating Simplified Reps by Distance Theory
Selection By Distance Criteria
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When searching for solid models, a component will be selected if any solid geometry is within or is crossing the distance value. When searching for components, a component will be selected if any solid or non-solid geometry (datum feature for example) is within or crossing the distance value. Once you look for and select components or solid models using the Search tool, you can exclude these models or change their representation. For example, you can select all components within a particular radius and then exclude them all at once in a simplified rep. This type of Search is defined by selecting a vertex or datum point or coordinate system as a reference. You then specify a distance value to define a spherical radius. You can also select all components within or outside of the sphere.
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You can create a simplified rep by selecting models based on their distance from a reference.
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PROCEDURE - Creating Simplified Reps by Distance

Scenario
Locate components by distance and include them in a simplified rep. Distance Task 1: drill_dist.asm
Search for components in a Radial Distance From zone.
4. Select the reference, datum point APNT0, from the model.
6. Edit the Value field to 75 and press ENTER.
Task 2:
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1. With the found models still selected, right-click, and select Representation > Master. and
2. Start the View Manager select the Simp Rep tab.
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9. Click Add Item
Create a simplified rep by setting the status of found models to master.
8. Press CTRL + A to select all of the items in the list. and Close.
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7. Click Find Now.
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5. Ensure that is less than is selected in the Comparison field.
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3. Select the Geometry tab and click Distance as the rule.
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1. Click Find toolbar.
from the main
3. Select Master Rep(+), right-click, and select Save. 4. Edit the Simplified Rep field to include_dist_handle and click OK. 5. In the view manager, double-click Master Rep. This completes the procedure.
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Creating Simplified Reps using Exterior Components

You can create a simplified rep by selecting models based on their location relative to the exterior of an assembly.
Comparison Equal to Not equal to
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Quality Level of 2
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When searching for solid models, only solid geometry is considered in the calculation. When searching for components, both solid and non-solid geometry (datum feature for example) are considered in the calculation.
Once you look for and select components or solid models using the Search tool, you can exclude these models or change their representation. For example, you can select all components on the exterior of an assembly and then exclude them all at once in a simplified rep. This type of search is defined by selecting a comparison type and a quality level. Comparison The comparison determines whether the search locates the exterior components and then selects them, or selects components that are not the exterior components. Using this option effectively enables you to select exterior or interior components. Quality Level There is a 14 quality level setting that determines how thoroughly the system will look for exterior components. In the figures, you can see the complete assembly and two representations simplified by adjusting the quality level. The representation containing the fewest components was created using a quality level of 4. The
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Exterior Components Selection Criteria
You can create a simplified rep by selecting models based on their assembled location relative to the outside (or exterior) of an assembly.
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Quality Level
representation containing more components illustrates the exterior components excluded, using a quality level of 2.
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PROCEDURE - Creating Simplified Reps using Exterior Components

Scenario
Locate exterior components and exclude them in a simplified rep. Exterior Task 1: drill_ext.asm
Search for exterior components of the assembly. from the main toolbar.
1. Click Find
3. Select the Geometry tab and click Exterior Comps as the rule. 4. Ensure that is equal to is selected in the Comparison field. 5. In the Value (Quality Level) field, select 4 from the drop-down list. 6. Click Find Now. 7. Press CTRL + A to select all of the items in the list. 8. Click Add Item Task 2: and Close.
Create a simplified rep by excluding the exterior models.
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1. With the found models still selected, right-click, and click Representation > Exclude. and
3. Select Master Rep(+), right-click, and select Save. 4. Edit the Simplified Rep field to no_exterior and click OK. 5. Double-click Master Rep, and click Close.
Task 3:
Search for components not on the exterior of the assembly. from the main toolbar.
1. Click Find
2. Ensure Solid Model is selected in the Look for drop-down list. 3. Ensure Exterior Comps is selected as the rule.
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4. Select is not equal to from the drop-down list of the Comparison field. 5. With the Quality Level still at 4, click Find Now. 6. Press CTRL + A to select all of the items in the list. 7. Click Add Item Task 4: and Close.
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3. Select Master Rep(+), right-click, and select Save.
5. Double-click Master Rep, and click Close. This completes the procedure.
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4. Edit the Simplified Rep field to no_interior and click OK.
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1. With the found models still selected, right-click, and click Representation > Exclude.
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Create a simplified rep by excluding the interior models.
Defining Simplified Reps using Rules

You can use rules to automatically search for, select, and perform an action on components in a simplified rep.
Setup Rules Define in simplified rep Can have multiple rules Rule Condition
Rule Action Exclude Master Rep Geometry Rep Graphics Rep
Rule Conditions
Rule Actions
Each rule action consists of a rep action and a condition. When creating a condition, the Rule Editor dialog box appears which is nearly identical to the Search tool, except that the resulting search rule is executed automatically inside the simplified rep. Like the Search tool, you can also build a compound rule. Selecting Build Query from the Options drop-down list enables you to add multiple queries to the search. This enables you to narrow down the search results by combining multiple searches together with AND/OR operators.
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Conditions
To define the condition, the rule editor enables you to search using various criteria, including the following. Note that depending on the search type, you may need to change the settings to look for components or solid models accordingly. Attributes Name Look for components by name. You can use wildcards such as * to select multiple similarly named components. For example, you
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Within a simplified rep, you can configure rule actions that automatically search for, select, and perform an action on components. If components are added or removed from the assembly, you can return to the rule actions and update the rule. You can also create multiple rules within a simplified rep. If rules attempt an action on the same component, the later rule in the list will override an earlier rule. You can also reorder the rules within the Rule Actions list.
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Defining Simplified Reps using Rules Theory
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Rule Actions
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Rule Editor Similar to Search tool
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can search for BOLT* or *BOLT to locate all components with names starting or ending with the text BOLT. Type Look for components by type. For example, you can search for an assembly to locate subassemblies, or you can search for bulk items, parts, or skeletons. Expressions Look for components by matching a parameter expression. For example, if all components have a parameter for material, you can select all components that have ALUM as the value for the material parameter. Size Look for solid models by size. The system can locate components based on their absolute or relative physical size. History ID Look for a component with a particular component ID number. Number Look for components with a specified component number or range. Status Regeneration Look for components that are frozen, child of frozen, failed, packaged, suppressed, and so on. Layer Look for components on a particular layer name. Display Look for solid models that are on a particular simplified rep, style state, or are currently hidden. Parent/Child Look for solid models that are parents or children of a selected component. Options are available to limit the scope and extent of the parent/child relation. Copied Refs Look for components that have copied references which are edited to a selected status. Geometry Zone Look for components or solid models that are inside or outside a defined zone. Distance Look for components or solid models that are inside or outside a defined zone. Exterior Comps Look for components or solid models that are on the exterior of an assembly.
Rep Actions
After you define the condition (search rule), you can select a rep action that will be performed automatically on the results of the search. Common rep actions include: Exclude The components selected by the rule will be edited to Exclude in the simplified rep. Master Rep The components selected by the rule will be edited to Master Rep in the simplified rep. Geometry Rep The components selected by the rule will be edited to Geometry Rep in the simplified rep. Graphics Rep The components selected by the rule will be edited to Graphics Rep in the simplified rep.
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PROCEDURE - Defining Simplified Reps using Rules

Scenario
Define search rules within a simplified rep. Rule Task 1: drill_rule.asm
Create a simplified rep using rules.
1. Start the View Manager 3. Click Setup Rule Actions
and select the Simp Rep tab. and Add Condition .
2. Click New, type no-bolts_no-ext, and press ENTER. 4. Right-click Select condition, and select New.
5. Select Cond0001, type bolts as the name, and press ENTER. 6. In the Rule Editor:1 dialog box: Ensure Solid Model is selected in the Look for drop-down list. Select the Attributes tab and click Name as the rule. In the Value field, type BOLT*. Click Preview Results. Press CTRL + A to highlight all of the items in the list and click OK.
7. Ensure that the Rep Action is set to Exclude in the NO-BOLTS_NO-EXT dialog box.
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8. Click Add Condition
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9. Right-click Select condition, and select New.
10. Select Cond0001, type exterior as the name, and press ENTER.
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13. In the Dashboard, click Preview Display . 14. Click Accept Changes
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12. Ensure that the Rep Action is set to Exclude in the NO-BOLTS_NO-EXT dialog box and click OK.
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The Confirm Evaluation dialog box is warning you that, because you are working in a simplified rep with excluded components to perform the evaluation, it may have to bring additional models into session.
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11. In the Rule Editor:1 dialog box: If necessary, select Build Query from the Options drop-down list. Ensure Solid Model is selected. Select the Geometry tab and click Exterior Comps as the rule. In the Value (Quality Level) field, select 4. Click Preview Results and click OK from the Confirmation Evaluation dialog box. Press CTRL + A to highlight all of the items in the list and click OK, and OK.
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Task 2:
Assemble a bolt in the NO-BOLTS_NO-EXT simplified rep.
1. Click Assemble , select BOLT_2_5-12.PRT, and click Open. 2. Click to place the component in the graphics area. 3. Assemble the bolt to the hole, as shown. 4. Click Complete Component .
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Notice that the rules were re-evaluated after the new bolt was added and it was automatically excluded from the rep. If you look at the bottom of the model tree, you will see that the bolt is in the master rep. Note that evaluation of rules can take time to update.
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Using On-Demand Simplified Reps

On-demand functionality enables you to work with a minimum amount of model data, automatically retrieving and removing additional design data as required
On-Demand Retrieval Settings Prompt Never Prompt Disable Other On-Demand Settings Activation Regeneration Selection Editing Clean Up
Using On-Demand Functionality

Before the introduction of on-demand functionality, if you had a component that was edited to a graphics or geometry rep, you had to manually change the representation of that component to a rep suitable to the given task.
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On-demand functionality can manage the representation levels of components automatically, thereby improving system performance. They enable you to work with a minimum amount of model data, automatically retrieving and removing additional design data as required. You can control on-demand settings in the following ways:
Specify whether and when to retrieve components not completely included in a simplified representation. Retrieve master or geometry representations of components currently in a non-editable rep such as a graphics rep. Define the conditions under which the on-demand simplified representations update dynamically. Enable or disable dynamic updating. Retrieve and erase components that you need to reference temporarily while you are working.
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Typically when an assembly component is excluded from a simplified representation, it cannot be seen or selected. When the same component is edited to a geometry rep, its geometry is available for selection for assembly or measurements, but the component's features are not available for selection or modification. Furthermore, if the same component is edited to a graphics rep, the component is visible but geometry and features are not available for selection.
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Using On-Demand Functionality Theory
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On-Demand Settings
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On-Demand Retrieval Settings

There are three modes of operation for on-demand retrieval: Prompt A confirmation is required before on-demand retrieval. Never prompt (the default) Models are retrieved without confirmation. Disable On-demand retrieval is disabled. You can also retrieve back up references. You can select the Retrieve Backed Up References option to retrieve the original model of any backed-up references. Upon retrieval, the backed-up references are updated to reflect changes in the original models.
Activation On-Demand Activation Retrieve the master representation for activating a component. Regeneration On-Demand Regeneration Retrieve parent components in a higher representation level upon model regeneration. Automatic or Master Enable automatic selection of the representation type to retrieve, or you can retrieve all models in their master representation. Selection On-Demand Selection Retrieve components in a higher representation level for selecting internal items. Automatic or Master Select the models to retrieve. Editing On-Demand Editing Retrieve simplified components and their parents in a higher representation level for editing purposes. Automatic, Master, or Master with Ancestors Select models to retrieve when editing. Clean Up On-Demand Clean Up Remove unmodified simplified representations retrieved on-demand. Remove or Remove and Erase Maintain removed models in session or to erase retrieved models from session.
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Memory Management
In some cases components that are retrieved using on-demand reps may remain in memory. To erase on-demand components that are currently not used, click File > Erase > Component Reps. You can then select one of the following options from the Erase Unused On-Demand Reps dialog box:
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There are several additional settings for on-demand reps, which are organized into the following categories:
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Other On-Demand Settings
Erase un-modified components only (default) Erases only unmodified on-demand component representations. Modified representations are not erased. Erase all reps Erases all on-demand component representations. When you modify values of components in a graphics representation, the changes do not take effect until the model is regenerated. To avoid losing changes, regenerate the assembly before you remove the retrieved components from memory.
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PROCEDURE - Using On-Demand Simplified Reps

Scenario
Examine options when working with on-demand reps. On-Demand Task 1: drill_on-demand. asm
Referencing models opened using on-demand.
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3. In the model tree, click Settings > Tree Filters.
6. In the model tree, expand ENGINE.ASM, GEARBOX_CHUCK.ASM, and DRILL_CHUCK.ASM.
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8. Click OK to erase the listed components from memory. 9. Click Assemble , select SPARK_PLUG.PRT, and click Open.
10. Click to place the component in the graphics area. Cursor over the CYLINDER.PRT and notice the note displayed in the graphics area and lower-left corner of the Pro/ENGINEER window: Graphics Rep: CYLINDER.PRT Click to retrieve additional model data.
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Notice that several models are excluded and two have their status set to Graphics Rep.
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5. In the model tree, click Settings > Tree Columns. In the Model Tree Columns dialog box, select Simplified Reps from the Type drop-down list. Click Add Column , to add the Current Rep column to the model tree. Click OK to close the dialog box.
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4. Clear the Features check-box and click OK.
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2. Double-click Light to activate the rep and click Close.
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11. Select the CYLINDER.PRT. Notice that the model tree updates, listing the part as a geometry rep. 12. Select the appropriate Mate and Insert shown. surfaces as .
Notice that the model tree updates again, no longer displaying the part as a geometry rep.
15. Click Cancel.
16. Click File > Erase > Component Reps.
17. Click File > Erase > Not Displayed. Notice there is nothing to erase. Task 2: Change the on-demand settings.
1. Click Tools > Assembly Settings > On Demand. 2. Click Prompt. 3. Select Clean Up, click Remove and Erase and then click OK.
5. Click to place the component and then, select the CHUCK.PRT.
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6. From the On Demand Prompt dialog box, click Geometry and OK. Notice that the model tree updates, listing the part as a geometry rep.
7. Assemble the bit, as shown. 8. Click Complete Component 9. Click File > Erase > Not Displayed. There is nothing to erase. The cleanup setting Remove and Erase automatically removed the model from memory. This completes the procedure. .
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4. Click Assemble
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, select STD_BIT_25MM.PRT, and click Open.
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Notice the cylinder's geometry rep is still in session.
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Creating External Simplified Reps

You can use external simplified representations to store representations of assemblies without modifying the original assembly.
External Simplified Reps Separate *.asm file. Actions do not affect reference assembly. Can retrieve from Open Rep dialog box.
Copy As External
Creating External Simplified Reps Theory
You can create multiple external simplified representations to correspond to different assembly areas and levels of detail. Low-level components without top-level and intermediate-level assemblies can be included, so multiple users can work simultaneously. The use of external simplified representations minimizes the risk of accidental modifications to top-level assemblies. All the components in an external simplified representation are the same as those in the reference assembly. Therefore, it is not necessary to propagate modifications made to the external simplified representation or reference assembly. All modifications to external simplified representations are automatically reflected in the reference assembly. External simplified representations are stored in a separate assembly (.asm) file with an external simplified representation subtype. The creation, redefinition, or removal of an external simplified representation does not change the reference assembly. It is not necessary for the reference assembly to be in session when working with external simplified representations.
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External simplified representations are stored as special assembly type files, with a standard *.asm extension. Because it is a separate assembly file, you can even manage it using a data management system such as Pro/INTRALINK or Windchill PDMLink.
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Open External Rep
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You can include components from any level of the reference assembly in the external simplified representation. You can exclude the reference assembly and intermediate subassemblies even if low-level components are included. When a model contains substituted components, the top-level assembly is always included in the external simplified representation. The location of components included in external simplified representations is fully associated with corresponding components of the reference assembly. You can specify whether components included in external simplified representations can be modified or used for reference purposes only. You can create references within external simplified representations. Pro/ENGINEER treats such references as if they were created in the reference assembly. You can perform component and feature operations on the top level of an external simplified representation model.
Creating an External Simplified Rep
There are three ways to create an external simplified rep:
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You can open an external simplified rep by selecting its file name in the Open dialog box. Also, you can open an external simplified rep that is related to a model by clicking the External Rep button within the Open Rep dialog box.
Opening an External Simplified Rep
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You can click File > New and from the New dialog box, you can select the reference assembly model during the assembly creation process. From the view manager, select a simplified representation, then click Edit > Copy As External. You can also click File > Save a Copy to save a copy of your assembly by specifying an external simplified representation as the type of file to be saved.
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PROCEDURE - Creating External Simplified Reps

Scenario
Create and investigate external simplified reps. External_Rep Task 1: drill_external.asm
Create an external simplified rep using the Copy As External function.
1. Start the View Manager from the main toolbar. 2. Double-click the Engine rep. 3. Select Engine, right-click, and select Copy As External. 4. Type engine_ext_rep and click OK to open the external rep. 5. Click Save and click OK.
6. Click File > Close Window, two times to close each open window. 7. Click File > Erase > Not Displayed and click OK.
9. Click the Open Rep button at the bottom of the Open dialog box. 10. In the Open Rep dialog box, click the External Rep button. 11. Select ENGINE_EXT_REP.ASM and click Open. 12. In the model tree, expand DRILL_EXTERNAL.ASM. Notice only the components from the Engine rep are included. 13. Start the View Manager from the main toolbar.
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The model tree only shows components included in the external simplified rep. The view manager of an external rep only lists two simplified rep types, Definition Rep and Default Rep.
14. Click File > Close Window. 15. Click File > Erase > Not Displayed and click OK. Only components of the external rep were brought into session.
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8. Click Open and select DRILL_EXTERNAL.ASM in the Open dialog box (do not open).
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Task 2:
Create a new external simplified rep. .
1. Click New
2. In the New dialog box, click Assembly > Ext. Simp.Rep.. 3. Edit the name to powtrain_ext_rep and click OK. 4. Select DRILL_EXTERNAL.ASM and click Open. 5. Select the Exclude tab and in the model tree, select DRILL_EXTERNAL.ASM. 7. In the model tree, expand both DRILL_EXTERNAL.ASM and ENGINE.ASM. 8. Select CRANK.ASM, PISTON. ASM, CONNECTING_ROD.PRT and CLUTCH.ASM. 9. Expand GEARBOX_ CHUCK.ASM and select PRIMARY_GEAR_SHAFT.PRT, REDUCTION_GEAR_ SHAFT.PRT and FINAL_GEAR_SHAFT.PRT. 10. Select DRILL_CHUCK.ASM. 11. Click Accept Changes .
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The steps above excluded all models from the assembly, except those selected to apply the master rep status. Only the components selected as master reps, are included in the model tree.
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13. Click Close from the view manager. 14. Click File > Erase > Not Displayed and click OK. 15. Click Save and click OK.
16. Click File > Close Window. 17. Click File > Erase > Not Displayed and click OK. 18. Click Open and in the Open dialog box, select Assembly (*.asm) from the Type drop-down list and External Simp.Rep from the Sub-type drop-down list. 19. Select POWTRAIN_EXT_REP.ASM and click Open. This completes the procedure.
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6. Select the Include tab and click Master Rep.
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Creating and Using Assembly Structure and Skeletons

Module Overview
Creating an assembly structure and using skeletons enables you to plan and design stages of assemblies. In this module you learn how to create an assembly structure in the model tree to plan the assembly.
Finally, you will learn how to create components from shared skeleton references.
Objectives
After completing this module, you will be able to: Create an assembly structure. Create skeletons for space claims, interfaces, and placement. Copy models into skeletons. Create multiple skeletons with connections. Share skeleton geometry. Create a motion skeleton and a corresponding sketch. Create bodies and assign connections for a motion skeleton. Create solid models from a motion skeleton.
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You also learn how to use skeletons for space claims, interfaces, component placement, and motion.
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Understanding Skeletons
You can use a skeleton to create the framework of your design.
Purpose Design Framework Common Reference Propagate Change Skeleton Properties
Skeleton
Contents Datum Features Sketches Surfaces
Understanding Skeletons Theory
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Create space claims for components. Create interfaces and placement references between components. Provide motion between components either by modifying skeleton dimensions, or though the use of mechanism connections.
Properties of a Skeleton
Skeletons are components that are given special properties. When created, a skeleton becomes the first component of the assembly automatically, so that each subsequent component can reference it. Skeletons do not affect the mass properties of the assembly, regardless of the geometry created in them. In addition, skeletons are easily recognized in the assembly due to the blue color assigned by default to help distinguish them from other components.
Contents of a Skeleton
Skeletons typically contain a variety of datum features such as datum planes, axes, points, and coordinate systems. Skeletons also commonly contain sketches and surfaces to represent geometry that will be created in components. Although not as commonly used, a skeleton can contain
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Skeletons are commonly used to:
Skeletons are powerful tools, You can use them to create the 3-D layout or framework of an assembly design. They can serve as a common reference source for geometry and assembling components. Any changes to the skeleton will automatically update those components that utilize shared geometry, and components which are assembled to it will also update.
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First Component No Mass Props Blue Color
solid geometry, however keep in mind that you can only share the surfaces of the solids.
Benefits of a Skeleton
An example of the advantage of using a skeleton when assembling components can be seen in the figure with the following scenario: In this non-skeleton design scenario: Component A is assembled first. Component B is then assembled to A Component C is then assembled by referencing component A and B. Component D is then assembled by referencing component B and C. This scenario can cause the following problems:
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Components A, B, C, and D are each assembled to the skeleton and not to each other. Components A, B, C, and D each contain shared geometry reference from the skeleton.
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In this skeleton-based design scenario:
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Components A, B, and C cannot be deleted since all others ultimately reference it. If major changes are needed to multiple components (for example: overall length change) , they will each have to be modified separately, possibly causing a regeneration failure of the next downstream component.
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This skeleton-based design scenario has the following advantages: Components A, B, C, and D can each be deleted separately since they are assembled to the skeleton independently. If major changes are needed to multiple components (for example: overall length change), the skeleton can be modified, propagating changes to each one of the components that share skeleton geometry.
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Creating Assembly Structure

You can begin your design with a populated assembly structure.
Purpose Up-front Planning Top-down Design Component Types Skeletons Unplaced Included Packaged Bulk Items
Creating Assembly Structure Theory
You can create the following types of components in an assembly structure: Skeletons You can create one or more skeletons per assembly. The first skeleton is assembled by the system using a default constraint. Subsequent skeletons are assembled like typical components you can assemble them by default or by using constraints/connections. You can have multiple skeletons at the top level, or a top level skeleton and then skeletons at the subassembly level. Parts You can create standard or sheetmetal parts. You can assemble them by default if suitable geometry does not exist, or you can assemble them using constraints or connections to the skeleton or other components. Sub Assemblies You can create subassemblies as desired to organize the assembly. Unplaced Components You can create a new component or subassembly and then select the Unplaced option. This leaves the new component listed in the model tree, but it is physically unplaced and not visible in the model. You can redefine the component to locate it with constraints or connections at any time. Unplaced components are shown in gray with a dashed rectangle in the model tree.
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New components for assembly structures are typically created from model templates. You can create model templates for standard and sheetmetal parts, as well as assemblies. You should also use these templates when creating skeletons.
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Component Types
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In the design process, you can create the structure of an assembly first, without defining any component geometry or specific placement constraints to locate components. Creating an assembly structure helps you plan your project by enabling delegation of tasks to team members. You can also assign non-geometric information up-front in the form of parameters such as part number, cost, supplier, and material.
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Included Components You can include existing components or subassemblies in your assembly structure. This is useful for standard components or hardware that has been previously modeled. You can redefine the component to locate it with constraints or connections at any time. Unplaced components are shown in gray with a dashed rectangle in the model tree. Packaged Components For new or existing parts or assemblies for which you know an approximate location, you can assemble them, drag to a location, and then complete the component with zero or partial constraints. This is particularly useful for situations when a component will be mated to a plane for example, but the exact location is not known yet. You can redefine the component to locate it with additional constraints or connections at any time. Packaged components appear with a small hollow rectangle next to the component icon in the model tree. Children of packaged components appear with a double rectangle icon. Bulk Items You can also add bulk items to an assembly structure to represent components that do not require design geometry. Typical bulk items include lubricants, adhesives, paint, and so on. Bulk items are components that appear in the model tree and the bill of materials, but do not contain any modeled geometry. However, you can add parameters such as a description, type, or quantity.
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PROCEDURE - Creating Assembly Structure

Scenario
Create an assembly structure using various techniques. Structure Task 1: ac40.asm
Create an assembly structure in the empty assembly.
Watch the structure you are creating grow in the model tree, as you work through this procedure. 4. Click Create Component .
5. Select Part as the type, edit the name to frame and click OK. 6. Ensure that the Leave Component Unplaced check-box is cleared and click OK. 7. Click to place the component in the graphics area, right-click, and select Default Constraint. 8. Click Complete Component 9. Click Create Component
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10. Select Subassembly as the type, edit the name to engine and click OK. 11. Click Browse from the Creation Options dialog box. 12. Select MM_KG_SEC_ASSY.ASM from the Choose Template dialog box and click Open. 13. Click OK from the Creation Options dialog box. 14. Click to place the component in the graphics area, right-click, and select Default Constraint. 15. Click Complete Component .
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2. Select Skeleton Model as the type, edit the name to main_skel and click OK.
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16. In the model tree, select ENGINE.ASM, right-click, and select Activate. 17. Click Create Component .
18. Select Part as the type, edit the name to block and click OK. 19. Click OK from the Creation Options dialog box. 20. Click to place the component in the graphics area, right-click, and select Default Constraint. 21. Click Complete Component .
22. In the model tree, click Settings > Tree Filters, clear the Features and Placement folder check-boxes, and click OK. 23. Click Create Component .
24. Edit the name to crank and click OK. 25. Select the Leave Component Unplaced check-box and click OK.
27. Edit the name to piston and click OK.
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28. Click OK from the Creation Options dialog box. .
30. Edit the name to rod and click OK.
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31. Click OK from the Creation Options dialog box. 32. In the model tree, select AC40.ASM, right-click, and select Activate. 33. From the main toolbar, click Insert > Component > Include. 34. Select BOLT.PRT and click Open. 35. Select BOLT_8 from the list and click Open.
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Unplaced components are identified with a special gray icon.
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Creating Skeletons for Space Claims

You can use skeletons to define and share common design references.
Purpose Claim 3-D Space for Components Common Reference Propagate Change
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Contents of a Space Claim Skeleton
Surfaces Typically, surfaces and datum planes are used for space claim references in a skeleton. You can create open or enclosed surfaces to define the occupied volume for components or subassemblies. The surface can be as simple or as complex as required to convey the design intent. You can also use the external shrinkwrap functionality to quickly create an engulfing surface over an existing part or subassembly to represent a component that is to be placed in the assembly. Datum Features A series of offset datum planes can also be useful to claim space for components. Offset planes are easily adjustable in size, and you can use them alone or in conjunction with surfaces in the skeleton. In the above examples, a skeleton model contains surfaces used to claim space for the interior engine components, such as the piston, connecting rod, and crankshaft. An offset datum plane is used to help claim space for the overall engine block height.
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You can use skeletons to allocate or claim 3-D space before modeling or assembling the components. This can provide a common reference for geometry to be shared to multiple components that will reside at a particular location. You can then modify the space claim features in a skeleton, propagating change to one or multiple components.
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Contents
PROCEDURE - Creating Skeletons for Space Claims

Scenario
Create surface geometry in the skeleton model. Space Task 1: ac40.asm
Add surface geometry to the skeleton model.
Tool
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8. Click Done Section
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7. Sketch a 21 diameter circle centered on the sketch references. .
9. In the dashboard, click Surface .
10. In the dashboard, edit the depth to To Selected and select datum plane TOP. 11. Click Complete Feature 12. Click CTRL + D to reorient. .
Notice the blue color applied to skeleton geometry.
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6. Right-click, select Define Internal Sketch, and click Sketch from the Sketch dialog box.
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5. With the datum plane HEIGHT still selected, start the Extrude
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4. Select the Properties tab, edit the datum's name to height, and click OK.
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3. Select datum plane TOP and drag the drag handle to an offset of 54.
2. Start the Datum Plane Tool
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1. In the model tree, select MAIN_SKEL.PRT, right-click, and select Open.
13. In the model tree, select datum plane FRONT and start the Extrude Tool . 14. Right-click, select Define Internal Sketch, and click Sketch from the Sketch dialog box. 15. Sketch a 28 diameter circle centered on the sketch references. 16. Click Done Section .
19. Click Complete Feature 20. Click CTRL + D to reorient.
Task 2:
Merge the surface geometry.
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2. In the model tree, press CTRL and select EXTRUDE 1 and EXTRUDE 2. 3. Click Edit > Merge. 4. In the graphics area, click the yellow direction arrows so that the merge preview appears, as shown. 5. Click Complete Feature .
6. Click File > Close Window. 7. Click Save and click OK to save the assembly. This completes the procedure.
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1. Click in the graphics are to deselect all geometry and features.
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18. Edit the depth to Both Sides and type 32.
17. In the dashboard, click Surface .
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Creating Skeletons for Placement References

You can use skeletons to define placement references.
Purpose Define component interfaces Define placement references Propagate change Contents Sketches Surfaces Datum features
Component Interfaces
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Skeleton features created to represent interfaces can provide the shape and/or location of the interfaces between components. You can copy the interfaces to multiple components to provide a common reference for creating solid geometry. You can modify the interface features in the skeleton, propagating changes to one or multiple components. You can also use skeletons to define component placement. You can therefore modify the placement of single or multiple components with changes to the skeleton. Component placement examples include: An axis in the skeleton to provide a partial reference for assembling a component. A coordinate system to provide a complete reference for assembling a component. A series of sketched lines representing an adjustable mechanical linkage. Once the components are assembled to the skeleton, you can change lengths and/or angles of the skeleton sketches to update the model locations and/or size.
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You can use skeletons to define the interfaces between adjacent or mating components, and also to provide common references for assembling components.
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Models Assembled to a Skeleton
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Placement References
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Contents of a Skeleton
Typically, sketches, surfaces, and various datum features are used for interface and placement references in a skeleton. These features can be as simple or as complex as required to convey the design intent. In the lower-left example, a skeleton model contains a sketched line, surfaces, and axes to represent the length and hole interfaces of the component. You can then use these references to create not only the connecting rod shown in the figure, but also other components that assemble to it. In the right-side example, datum planes and axes have been created to define common axis interfaces. These axes can be referenced by the engine block, piston, and crankshaft to create geometry. In addition, the bolts can also use the axes to define their placement.
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PROCEDURE - Creating Skeletons for Placement References

Scenario
Create skeleton features for interfaces and component placement. Placement_Refs Task 1: ac40.asm
Create axes for use as assembly placement references.
3. Select a surface of Extrude 2, as shown. 4. In the Datum Axis dialog box, select the Properties tab. Edit the name to cyl and click OK. 5. Start the Datum Axis Tool .
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Task 2:
1. Click Plane Display
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Create datum planes for use as assembly placement references. to enable the display of datum planes. .
2. Select datum plane RIGHT and then start the Datum Plane Tool 3. Drag the drag handle to an offset of 20, as shown.
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7. In the Datum Axis dialog box, select the Properties tab. Edit the name to crank and click OK.
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6. Select a surface of Extrude 1, as shown.
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2. Start the Datum Axis Tool
1. In the model tree, select MAIN_SKEL.PRT, right-click, and select Open.
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4. Select the Display tab, click the Adjust Outline, and select Reference from the drop-down list. 5. Select the upper cylindrical surface of Extrude 2 as the reference. 6. Select the Properties tab. Edit the name to offset and click OK. Task 3: Create an axis, referencing the datum plane OFFSET.
2. Move the Datum Axis dialog box as necessary and start the . Datum Plane Tool 3. Select datum plane FRONT and drag the drag handle to a forward offset of 10, as shown. 4. Click OK to close the Datum Plane dialog box.
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6. Select the upper cylindrical surface of Extrude 2 as the reference.
7. Select the Properties tab. Edit the name to HOLE1 and click OK.
8. Click File > Close Window. 9. Click Save and click OK to save the assembly.
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5. Select the Display tab, click the Adjust Outline button, and select Reference from the drop-down list.
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1. Select datum plane OFFSET and then start the Datum Axis
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Copying a Model to a Skeleton

You can create a skeleton by copying another model.
Convert Standard Part to Skeleton Create Standard Part Create Assembly Create Skeleton Component Copy From Existing Browse to Standard Part Becomes a Skeleton Placed in Assembly Skeleton Color
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Copied to Skeleton You can convert a standard part model to create a skeleton. Example scenarios of when you can use this technique include:
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A standard part model was used as a makeshift skeleton for an assembly, and you wish to convert it to an actual skeleton. A skeleton was created for another design, and can be reused for the current design. You are working with other team members who have modeled skeletons for their portions of the assembly, and you wish to create a top-level assembly with multiple skeletons. Rapidly creating and assembling multiple skeletons in the current assembly.
To copy an existing model to a skeleton, you create a component in the context of the assembly, and select Skeleton as the component type. You then select Copy From Existing and simply browse to the existing model. The model is copied into the current assembly and assumes skeleton properties, such as the default blue skeleton color.
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Copying a Model to a Skeleton Theory
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Creating Multiple Skeletons

You can add multiple skeletons to your assembly.
Create Multiple Skeletons multiple_skeletons_allowed Assemble Skeletons By Default Constraints Connections Techniques Independent skeletons Hierarchy of skeletons Represent one or many components
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The first skeleton is assembled by the system using a default constraint. You can assemble subsequent skeletons like typical components you can assemble them by default or by using constraints or connections. You can create multiple skeletons at the top level, and also at the subassembly levels.
Techniques
There are several different techniques that you can use when working with multiple skeletons, including: Creating the multiple skeletons independent of each other, meaning you can modify each skeleton independently without affecting the other skeletons. Using multiple skeletons in a hierarchy. In this technique, you create a main skeleton, and then share references to several other skeletons. These additional skeletons can be at the top level also, or in a subassembly. Modifying the main skeleton would then propagate change to multiple other skeletons, which would then in turn update several components.
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Assemble Skeletons
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In the design process, you can create the structure of an assembly first, without defining any component geometry or specific placement constraints to locate components. Creating an assembly structure helps you plan your project by enabling delegation of tasks to team members. You can also assign non-geometric information up-front in the form of parameters such as part number, cost, supplier, and material.
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When creating multiple skeletons, consider whether each skeleton will represent one or many components. A skeleton can also represent an entire subassembly. The example above illustrates multiple independent skeletons in use. You use the MAIN skeleton to share references to the FRAME and also the BLOCK in the ENGINE.ASM. The CRANK, PISTON, and ROD skeletons are additional skeletons assembled to the MAIN skeleton using connections to provide mechanism movement.
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PROCEDURE - Creating Multiple Skeletons

Scenario
Create additional skeletons from existing models. Multi_Skels Task 1: ac40.asm
Create and assemble the crank skeleton.
2. Right-click, and select Hide.
3. Select MAIN_SKEL.PRT and click View > Display Style > Transparent. 4. Click Create Component .
5. Select Skeleton Model as the type, edit the name to crank_skel and click OK.
7. Ensure that the Leave Component Unplaced check box is cleared. 8. Click OK from the Creation Options dialog box. 9. Click to place the component in the graphics area. 10. In the dashboard, select Pin from the User Defined drop-down list. 11. Select the CRANK axes in both models to define axis alignment.
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12. Select the FRONT datum plane in both models to define translation. 13. Click Complete Component .
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6. Click Browse, select CRANK_GEOM.PRT from the Choose Template dialog box, and click Open.
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1. Press CTRL and in the model tree, select FRAME.PRT and ENGINE.ASM.
Task 2:
Create and assemble the piston skeleton.
2. Edit the name to piston_skel and click OK. 3. Click Browse, select PISTON_GEOM.PRT from the Choose Template dialog box, and click Open. 4. Click OK from the Creation Options dialog box. 5. Click to place the component in the graphics area. 6. In the dashboard, select Slider list. 7. Select the CYL axes in both models to define axis alignment. 8. Select the FRONT datum plane in both models to define rotation. 9. Press CTRL + ALT and right-click to drag the skeleton into the approximate position shown. 10. Click Complete Component . from the User Defined drop-down
Task 3:
Create and assemble the connecting rod skeleton.
2. Edit the name to rod_skel and click OK. 3. Click Browse, select ROD_GEOM.PRT from the Choose Template dialog box, and click Open.
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5. Click to place the component in the graphics area. from the User Defined drop-down list.
6. In the dashboard, select Pin 7. Select the PIN_1 axes in both models to define axis alignment. 8. Select the FRONT datum plane in both models to define translation. 9. Right-click and select Add Set.
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The assembly references above should reference the CRANK_SKEL.PRT.
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10. In the dashboard, edit the connection to Cylinder . 11. Select the PIN_2 axes in both ROD_SKEL.PRT and PISTON_SKEL.PRT to define axis alignment. 12. Click Complete Component 13. Click Axis Display . .
and Plane Display
, select the cylindrical shaft surface of 14. Click Drag Components the CRANK_SKEL and drag it through its motion. This completes the procedure.
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Sharing Skeleton Geometry

You can copy references from a skeleton into other models.
Publish Geometry Feature Identify and Collect Copy Geometry Feature Publish Geometry Surface Sets Chains References
Geometry Copied from Skeleton
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There are two main data sharing features, Publish Geometry and Copy Geometry. To create these features you activate the component then create the data sharing feature in the context of the assembly.
Publish Geometry Feature

The Publish Geometry feature enables you to identify and collect a selection of references in your skeleton into a feature. Within the Publish Geometry feature, you can select surface sets, chains (edges or sketches), and references (datum features). For example, within a skeleton model you typically have a series of references destined for component A and other references destined for component B. Some of these references can be common, while others may not. You can create one Publish Geometry feature called FOR_PART_A and another called FOR_PART_B. Each Publish Geometry feature would therefore contain the selection of references for the respective target component. Be aware that the Publish Geometry DOES NOT share any geometry outside of
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Once Skeletons have been created, you can share geometry with the solid components. You can then utilize the shared geometry as references to build solid features. It is through the use of shared geometry that the skeleton can propagate changes to the features in the components. Note that this step is not required for those components that are only being assembled to the skeleton.
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Copy Geometry
the skeleton. It simply enables you to organize the selections before copying. This is particularly useful when working on a team when others may need to reference a skeleton you have created. The Publish Geometry feature is entirely optional. Its use depends on the requirements and complexity of the design.
Copy Geom Feature

The Copy Geometry feature enables you to share references outside of a skeleton by copying them into a target component. This target component can be another skeleton or a solid part. Once copied, you can then reference the copied geometry to create features in the target component. The features in the target component that reference the copied geometry will then update to changes to the skeleton. You can select the following to copy: Publish Geometry Feature (containing a selection of its own) Surface Sets (individual, selection sets, or quilts) Chains (sketches, datum curves, edges) References (datum planes, axes, points or coordinate systems)
Dependency Control
Keep in mind the following with Copy Geometry features: You have control over the dependency of a Copy Geometry feature. You can make the resulting copied geometry dependent or independent of the skeleton model. You can select from only one model when creating a Copy Geometry feature. If you need to copy references from multiple skeletons, you can create multiple Copy Geometry features. You can create the copy geometry feature with the Assembly Context option or the External option. The Assembly Context option relies on how the target component is assembled when creating the copied geometry, thus creating a dependency between the target part and its parent assembly. The External option avoids this dependency by enabling you to select the model to copy from, and to locate the copied geometry in the target component by a default constraint or by selecting coordinate systems. Copy Geometry features do not enable you to copy solid features. This is why solids are not typically used to create a skeleton. However, you are able to copy the outer surfaces of a solid feature. The example above illustrates a selection of surfaces and datum features being copied from the skeleton using a Copy Geometry feature. The resulting copy geometry feature is also shown along with the model tree.
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PROCEDURE - Sharing Skeleton Geometry

Scenario
Copy references from skeletons to models. Sharing Task 1: block.prt
Copy references from MAIN_SKEL.PRT to the BLOCK.PRT.
2. In the dashboard, de-select Publish Geometry Only click Open . 3. Select MAIN_SKEL.PRT and click Open. 4. In the Placement dialog box, click Coord Sys and select PRT_CSYS_DEF in both models. 5. Click OK to close the dialog box. 6. In the dashboard, click References and activate the Surface Sets field in the References tab.
7. Query select the entire surface quilt of MAIN_SKEL.PRT. 8. Activate the Chains field and select the curve feature shown. 9. Activate the References field. Press CTRL and select datum plane OFFSET and the axes HOLE1 and HOLE2. .
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11. Click Save
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12. Click File > Close Window.
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and click OK to save the part.
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1. Click Insert > Shared Data > Copy Geometry.
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Task 2:
Copy references from CRANK_SKEL.PRT to the CRANK.PRT. , select CRANK.PRT and click Open.
1. Click Open
2. Click Insert > Shared Data > Copy Geometry. 3. In the dashboard, de-select Publish Geometry Only click Open . 4. Select CRANK_SKEL.PRT and click Open. and then
6. Click OK to close the dialog box. 7. In the dashboard, click References and activate the Surface Sets field in the References tab. 8. Query select the entire surface quilt of CRANK_SKEL.PRT. 9. Activate the Chains field and select the outer curve feature shown.
12. Click Save
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Geometry copied from a skeleton, into the design model is associative. If the skeleton changes, the referencing design model will update accordingly, as well as all geometry referencing the copied geometry.
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and click OK to save the part.
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10. Activate the References field. Press CTRL and select axes CRANK and PIN_1. .
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5. In the Placement dialog box, click Coord Sys and select PRT_CSYS_DEF in both models.
Creating and Placing Models using Skeleton References

You can create solid models and place components by referencing a skeleton.
Create Solid Geometry Utilize Copy Geometry Surfaces / Planes / Axes Redefine Unplaced Components New Solid Geometry Copy Geometry Changes Propagate
Complete Assembly
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Referencing Model
Creating and Placing Models using Skeleton References Theory

Once you have used a copy geometry feature to share references, you can begin to create solid geometry utilizing the copied references. You can either open the component in its own window, or activate the component and model in the context of the assembly. You can utilize the copied surfaces, planes, axes, and so on by referencing them when creating sketches, solid features, and other datum features in the model.
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Redefine Unplaced Components

Once enough references exist, you can redefine and unplace components. You can select either the new solid geometry or copied geometry to define placement, using constraints or connections.
Propagating Changes
Once you have referenced the copied geometry in the creation of model features, changes to the skeleton can then propagate to the model. In the example above, the space claim surfaces from the skeleton are being used to create solid tube shapes for the beginning of the engine block model. Holes are also created using the copied axes. Finally, the unplaced bolts from the original assembly structure are now placed, referencing both solid geometry and the copied axes.
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PROCEDURE - Creating and Placing Models using Skeleton References

Scenario
Create geometry from references and place included components. Create_Place Task 1: ac40.asm
Reference copied features to create features in the block part.
1. In the model tree, expand ENGINE.ASM, select BLOCK.PRT, right-click, and select Open.
2. Click View > Color and Appearance, select All Surfaces from the drop-down list, click Clear, and Close. In this procedure, like in a real design, use your best judgment regarding the display of datum features. Enable or disable their display as required.
4. Edit the thickness to 2 and press ENTER. 5. Click Complete Feature .
6. Select datum plane TOP and then click Extrude Tool
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. , and click Loop in the . .
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7. Right-click and select Define Internal Sketch.
8. Click Sketch from the Sketch dialog box. 9. In the Sketcher toolbar, click Use Edge Type dialog box.
10. Select the datum curve at the right side of the model. 11. Click Done Section 12. Press CTRL + D, edit the depth to 4 and press ENTER. 13. Click Complete Feature
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3. Select the External Copy feature, then click Edit > Thicken.
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14. Click the Hole Tool select axis HOLE1.
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15. Press CTRL and select the hole's placement surface, as shown. 16. Edit the diameter to 3 and depth to Through All . 17. Click Complete Feature .
19. Select axis HOLE2, press CTRL and select the hole's placement surface, as shown. 20. Click Complete Feature .
21. In the model tree, select the External Copy feature, right-click, and select Hide. 22. Click File > Close Window. Task 2:
Reference copied geometry to create features in the crank part.
1. Select CRANK.PRT , right-click, and select Open. 2. Click View > Color and Appearance, select All Surfaces from the drop-down list, click Clear, and Close. 4. Click Complete Feature 5. Start the Extrude Tool
3. Select the External Copy feature, then click Edit > Solidify.
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6. Right-click and select Define Internal Sketch.
7. Select the far end of the cylinder as the sketch plane and click Sketch. 8. Click Close and then Yes from the Missing References dialog box. 9. In the Sketcher toolbar, click Use Edge check box in the Type dialog box. , and select the Loop
10. Select the datum curve and click Done Section . 11. Press CTRL + D, drag the depth handle towards you, to a depth of 6. 12. Click Complete Feature .
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18. With the hole still selected, press CTRL + C and then CTRL + V.
13. Start the Extrude Tool 15. Select Use Previous.
14. Right-click and select Define Internal Sketch. 16. Select axis PIN_1 as a reference and click Close. 17. Sketch a 5mm diameter circle, centered on PIN_1, then click Done Section . 18. Press CTRL + D, drag the depth handle away from you, to a depth of 6. 19. Click Complete Feature 20. In the model tree, select the External Copy feature, right-click, and select Hide. 21. Click File > Close Window. Task 3: .
Cleanup the display and assemble bolts.
2. Select BLOCK.PRT and click View > Display Style > Transparent. 3. In the model tree, select BOLT_8.PRT, right-click, and select Edit Definition.
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4. Constrain the bolt as shown and then click Complete Component .
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5. Click Axis Display Plane Display to disable their display.
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6. Select BOLT_8.PRT, press CTRL + C and CTRL + V. 7. Constrain the bolt into the last hole as shown and then click Complete Component . 8. Click Drag Components , select the crankshaft and drag it through its motion. This completes the procedure.
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Creating a Motion Skeleton

You can use a motion skeleton to create a mechanism framework of your design.
Define Mechanisms Quickly Motion / Body Skeletons Steps Motion Skeleton (.asm) Sketch Body Skeletons (.prt) Body Connections Solid Models Solid Geometry
Creating a Motion Skeleton Theory
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Motion Skeleton A special assembly skeleton type in which body skeletons are created. Body Skeletons A special part skeleton type. Multiple body skeletons are created within a motion skeleton. One body skeleton is created for each mechanism body, including the ground body.
Steps for Creating a Motion Skeleton

Once created, the motion skeleton is actually an assembly of body skeletons, and each body skeleton is automatically assembled with mechanism connections. You can then utilize the motion skeleton similar to the way you use a standard skeleton to control multiple components by sharing geometry. Except in the case of the motion skeleton, the geometry is automatically shared with the end components. The following are the overall steps used to create a motion skeleton: Create the motion skeleton, which is an assembly skeleton. Create a sketch to represent the mechanism movement and bodies. Create the body skeleton, which is a part skeleton.
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A motion skeleton is a completely different skeleton type that enables you to define mechanisms quickly. A motion skeleton consists of the following skeleton types:
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Define the body to body connections for each body skeleton. Create the solid models, attaching them to a respective body skeleton. Create the solid geometry in the solid models.
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Sketching a Motion Skeleton

You can create a sketch to define the motion of your skeleton.
Created in Motion Skeleton Sketch to Represent Ground Body Mechanism Bodies Joint Connections Sketching Techniques All in-One Sketch Overlapping Entities
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Sketching a Motion Skeleton Theory
The Ground Body This is a non-moving component. Any Mechanism Bodies Any moving part in the mechanism. Joint Connections: Pin joints can be defined at entity intersections or at circle centers. Slider joints can be defined from overlapping lines. Bearing joints can be defined where a line meets a non-endpoint location of another line. A Slot connection can be defined where a line endpoint lies on an arc/circle. Ball and Cylinder joints can be selected at locations where a Pin joint is found.
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Sketching Techniques
When you sketch a motion skeleton you use different techniques than a typical feature sketch. However, it is not all that different than sketching a series of curves for a typical skeleton. For example, for a motion skeleton you can define the mechanism in a single sketch. The sketch itself does not have to necessarily move like the mechanism would if you were to drag the sketched entities. The motion is computed after the selection of bodies and
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After creating the motion skeleton assembly, you then create a sketch. The sketch must represent the following:
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connections. Also, in a sketch for a motion skeleton it is typical to overlap entities, or create duplicate coincident entities for use in multiple bodies. In the example above, a sketch is defined to represent a simple motor: A ground, a crankshaft, a connecting rod, and a piston are all represented.
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PROCEDURE - Sketching a Motion Skeleton

Scenario
Create a motion skeleton and a sketch to define motion. Sketch_Motion Task 1: Create the motion skeleton. motor.asm
2. Select Skeleton Model as the type and Motion as the subtype. 4. Click Browse. 6. Click OK from the Creation Options dialog box. Notice the motion skeleton is an assembly.
5. Select MM_KG_SEC_ASSY.ASM and click Open.
2. Select ASM_FRONT, click
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Sketch Tool Sketch.
3. Click Plane Display disable the display.
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4. Sketch a vertical line, as shown. Edit its length to 100.
5. Sketch additional entities to represent the crank: A circle. Edit its diameter to 30. A line at a 45 angle. Dimension it, as shown. A circle Edit its diameter to 5.
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1. In the model tree, select MOTION_SKEL.ASM, right-click, and select Activate. , and click to
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Task 2:
Sketch the line representing the ground of the motion skeleton.
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3. Edit the name to motion_skel and click OK.
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8. Click Done Section
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7. Sketch additional entities to represent the rod: A line, between the circle at the center of the piston and end of the crank. Dimension the length of the line and edit its length to 50, as shown. Sketch one additional circle at each end of the line. Both new circles should be on top of and at the same diameter as the circles already at those locations.
9. Click Save
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6. Sketch additional entities to represent the piston: A circle, midway along the vertical line representing the ground. Make the diameter equal to the smaller, previously sketched circle. A short vertical line, with a midpoint at the center of the previously sketched circle. A rectangle, that is centered on the vertical ground line. The top and bottom edges of the rectangle are on the previously sketched short vertical line. Dimension the 35 X 20 dimension, as shown.
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Creating Bodies for a Motion Skeleton

You can create body skeletons from the motion skeleton sketch.
Create Body Skeletons Select Curve Chains Systems Creates Bodies
Motion Skeleton
Body Definition
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Creating Bodies for a Motion Skeleton Theory
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In the example above, the model tree shows the motion skeleton assembly containing four body skeleton part models. The selections to create the ROD_SKEL.PRT are also shown.
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Once the sketch for the motion skeleton is defined, you can create the body skeletons. A body skeleton is a special type of part skeleton, in which the system creates the skeleton part model after you select references from the motion skeleton sketch. The system also automatically copies any selected chains from the sketch into the body skeleton.
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PROCEDURE - Creating Bodies for a Motion Skeleton

Scenario
Create body skeletons for each component of the motor. Bodies Task 1: motor.asm
Create the ground body skeleton.
2. Click Create Component 3. Select Body as the subtype.
4. Edit the name to ground_skel and click OK. 5. Click OK from the Creation Options dialog box.
7. Click Accept
8. In the model tree, expand MOTION_SKEL.ASM, notice the GROUND_SKEL.PRT that was created.
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Task 2:
Create the crank body skeleton.
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3. Edit the name to crank_skel and click OK. 4. Click OK from the Creation Options dialog box. 5. Query to select the large circle shown. 6. Press CTRL and query to select both the small red circle and angled line, as shown. 7. Click Accept .
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6. Query to select the single red line shown.
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1. In the model tree, select MOTION_SKEL.ASM, right-click, and select Activate.
Task 3:
Create the rod body skeleton.
3. Edit the name to rod_skel and click OK. 4. Click OK from the Creation Options dialog box.
Task 4:
Create the piston body skeleton.
1. Click Create Component 2. Select Body as the subtype. 3. Edit the name to piston_skel and click OK.
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6. Press CTRL and query to select both the small red circle and red vertical line at the center of the selected rectangle. 7. Click Accept .
When you select curves from the sketch (those added to the Chains field of the Body Definition dialog box), you are selecting curves to be copied into the individual body skeleton that you are creating. and click OK to save the assembly and skeleton.
8. Click Save
9. Click File > Close Window. This completes the procedure.
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5. Query to select the red rectangular section, as shown.
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7. Click Accept
6. Press CTRL and query to select the small red circle at the end of the selected line.
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5. Query to select the long red line shown.
Assigning Connections for a Motion Skeleton

You can assign mechanism connections to each body skeleton.
Update Connection List Remove Unwanted Select Type Copy Geometry Created
Drag Mechanism Assy
Copy Geometry Creation
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Once the body definition is completed with a defined connections list, the system creates a copy geometry feature to support the connection types in both the body skeleton part containing the selected curve chains, and the automatically created datum features. Datum features are automatically created in a group following the motion skeleton sketch. The type of datum feature created depends on the type of connection. For example, pin joints require axes while ball joints require points. The system includes these datum features in the copy geometry feature along with the curve chains.
Component Placement Dialog Box

You can also use the Invoke Component Placement Dialog option to access the dashboard for each body skeleton definition. This enables you to manually control the types of connections being created.
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Once the body skeletons are created, you can assign the connections for each body skeleton. You can update the connection list within the dialog box used to create each body skeleton. You can then remove the unwanted connections after highlighting each on the model. For some connection types, a drop-down list is available to select the desired connection type. For example, you can enable a 2-D sketch to have 3-D motion by changing all the pin connections to ball joints.
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Selected Curves Axes / Points
The Motion
After all of the body skeletons have been defined, you can then drag the mechanism, or start mechanism mode to assign motors, and perform mechanism analyses. In the example above, the dialog box shows a body definition with the selected chains and the initial list of possible connections.
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PROCEDURE - Assigning Connections for a Motion Skeleton

Scenario
Update and assign connections for each body skeleton. Connections Task 1: motor.asm
Assign connections for the crank skeleton.
1. Select FRONT from the Named View List
in the main toolbar.
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7. Click Accept
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6. Keep the remaining Pin connection that references End:Curve:F5. .
Task 2:
Assign connections for the rod skeleton.
1. In the model tree, select ROD_SKEL.PRT, right-click, and select Edit Definition. 2. In the Body Definition dialog box, select Update to list the possible connections available for the body.
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5. Select the Pin connection that references F5(SKETCH_1), right-click, and select Remove.
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4. In the Body Definition dialog box, select Update to list the possible connections available for the body.
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3. In the model tree, select CRANK_SKEL.PRT, right-click, and select Edit Definition.
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Notice that GROUND_SKEL.PRT is not identified in the model tree with a packaged symbol next to it. This means it is fully constrained and does not need to have connections assigned to it.
2. In the model tree, expand MOTION_SKEL.ASM.
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3. Press CTRL, select the Slot and Bearing connections, right-click, and select Remove. 4. Remove all of the remaining connections, except the Pin connection shown at the center of the circle. This connections references End:Curve:F5 and is shown in the model as a highlight at the center of the circle and end of the angled ting line. 5. Click Accept Task 3: .
Assign connections for the piston skeleton.
1. In the model tree, select PISTON_SKEL.PRT, right-click, and select Edit Definition. 2. In the Body Definition dialog box, select Update to list the possible connections available for the body. 3. Keep the Slider connections, shown by a yellow line through the middle of the piston body.
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5. Remove all remaining connections (except the two listed above).
6. Edit the connection from Pin to Cylinder in the Connections drop-down list. 7. Click Accept . .
8. Click Axis Display
Examine the model tree and expand Group MOTION_AXES. Notice that an axis was created at every assigned connection.
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4. Also, keep the Pin connection at the center of the circle, shown in the model as a highlight at the center of the circle and end of the connecting line.
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Task 4:
Edit the motion skeleton.
1. In the model tree, select Sketch 1, right-click, and select Edit. 2. Edit the 45 angle to 90 and click Regenerate Model 3. Click Drag Components from the main toolbar. .
Take Snapshot
7. Click Save
and click OK to save the assembly and skeletons.
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6. Activate Snapshot1 and click Close.
5. Select and drag the skeleton by selecting the large circle.
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4. In the Drag dialog box, expand the Snapshots tab and click
Creating Solid Models from a Motion Skeleton

You can create solid models, referencing bodies of the motion skeleton.
Create Component Attach to Body Option Merge Feature Created Open Component Create Features Utilize References View / Drag in Assy
Solid Model in Assembly
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Creating Solid Models from a Motion Skeleton Theory
Create the Component

First, you create a standard solid part in the context of the assembly. However you do not place the component manually. Instead you select the Attach to Body option, and select a particular body skeleton. This action does two things it assembles the component to the body skeleton part, and simultaneously copies all of the references from the skeleton part to the component, automatically using a merge feature.
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Open the Component

You can then activate or open the component and begin to create solid geometry utilizing the copied references. You can utilize the copied surfaces, planes, axes, and so on by referencing them when creating sketches, solid features, and other datum features in the model. Once you have referenced
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Once all the body skeletons have been created, and the mechanism motion tested, you can create solid part models from the motion skeleton assembly.
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the copied geometry in the creation of model features, changes to the motion skeleton sketch can then propagate through to the model. In the example above, the copied curves from the motion skeleton sketch, as well as the copied axes from the connections are being used to create a solid model for the connecting rod of the motor. Holes are also created using the copied axes. Now that solid features are created, you can return to the assembly and drag the mechanism with the solid models attached.
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PROCEDURE - Creating Solid Models from a Motion Skeleton

Scenario
Copy References from a motion skeleton and create a model. Motion_Solids Task 1: motor.asm
Create a component by referencing the motion skeleton.
2. Select Part as the type and Solid as the subtype. 3. Edit the name to rod and click OK. 4. Click Browse. 5. Select MM_KG_SEC_PART.PRT and click Open.
6. Select the Attach Component to Body check-box.
8. Click OK from the Creation Options dialog box. 9. In the model tree, select ROD.PRT, right-click, and select Open. Notice the External Merge feature in the model tree. This feature copied reference geometry from the motion skeleton into this part.
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7. In the model tree, expand MOTION_SKEL.ASM, and select ROD_SKEL.PRT
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10. Select datum plane FRONT and then click the Extrude Tool 11. Right-click and select Define Internal Sketch.
12. Select Top from the Orientation drop-down list and click Sketch from the Sketch dialog box. 13. In the Sketcher toolbar, click References small circular curves, then select Close. , select both axes and
14. Using the referenced axes, create a slot-shaped sketch, as shown.
Note the sketch image above has been rotated The sketch contains two arcs, two horizontal lines, and two circles, at the center of each arc. 15. Click Done Section 16. Press CTRL + D. .
17. Edit the depth direction to Both Sides .
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18. Edit the depth to 8 and press ENTER.
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Task 2:
Drag the solid model using the motion skeleton.
1. Click File > Close Window. 2. Press CTRL + D. 3. Click Drag Components from the main toolbar. 4. Select ROD.PRT and drag the model using the motion skeleton.
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Module Project
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Module Overview
Using Pro/ENGINEER Wildfire and the skills learned in this course, complete the following project design tasks.
Objectives
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After completing this module, you will be able to: Complete DRIVETRAIN_SKEL.PRT. Create the AUX_SHAFT_ARM_SKEL.PRT. Assemble the AUX_SHAFT_ARM_SKEL.PRT Assemble the LINK_SKEL.PRT Create the AUX_ARM.PRT. Create the AUX_SHAFT.PRT. Share geometry from a skeleton. Edit a skeleton controlled design. Create simplified reps. Create display styles. Assemble using mechanism constraints. Add flexibility to STUD.PRT.
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The Table Fan

In this project, you will complete the design of a table fan.
Completed Table Fan
Minimal Instructions
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Because all tasks in this project are based on topics that you have learned up to this point in the course, instructions for each project step will be minimal. There will be no step-by-step "picks and clicks" given. This provides you with a chance to test your knowledge of the materials as you proceed though the project.
Completed Models for Reference

Be sure to save all project models within the working subfolder of the project classroom folder structure. The project folder also contains a sub-folder named completed. Here you will find a completed version of each model in the project. These completed models can be used as reference if required.
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You will use the skills learned in previous topics of this course to create the final assembly and components of the air circulator.
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Product Design Consulting, Inc. (PDC) is in charge of designing a table fan for one of their customers. Upon returning from Pro/ENGINEER Advanced Assembly Design training, you are assigned to complete the table fan because the engineer originally responsible for the design is on vacation.
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Project Scenario
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Skeleton Models
This slide illustrates the skeleton models used in the design.
BASE_SKEL
DRIVETRAIN_SKEL
LINK_SKEL
The Base, Drivetrain, and Link Skeletons

The base, drivetrain, and link skeletons have already been created. You use them to share geometry to related components and as a placement reference when positioning components.
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You will create the AUX_SHAFT_ARM_SKEL.PRT. You will use it to share geometry to other models and as an assembly reference when positioning components.
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The AUX_SHAFT_ARM_SKEL.PRT Model
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The Shaft and Arm Parts

This slide illustrates the shaft and arm parts that you will create in this project.
AUX_ARM
The arm and shaft models are created by referencing geometry that is copied into them from the skeleton model. This ensures that the two models fit together perfectly.
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The Arm and Shaft Parts
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Components to Assemblies
This slide illustrates a few of the components you will assemble in the design.
AUX_ARM and AUX_SHAFT
HUB
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Assembling Components
Throughout this design, you will use various techniques such as simplified reps, display styles, substitution, replace, flexibility, and component interfaces to make the assembly process easier and more efficient.
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Editing the Design

This slide illustrates edits that will be made to the design.
Initial Design
After Edits to the Skeleton
Initial Position
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Dragged Position Edits made to the skeleton model will propagate changes throughout the design.
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You can drag components that are positioned using mechanism constraints through their motion.
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Design Edits and Manipulation
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Copyright
Advanced Assembly Design with Pro/ENGINEER Wildfire 4.0
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HOOPS graphics system is a proprietary software product of, and is copyrighted by, Tech Soft America, Inc. TECHNOMATIX is copyrighted software and contains proprietary information of Technomatix Technologies Ltd. TIBCO ActiveEnterprise, TIBCO Designer, TIBCO Enterprise Message Service, TIBCO Rendezvous, TIBCO TurboXML, and TIBCO BusinessWorks are provided by TIBCO Software Inc. Parasolid is copyrighted software of UGS Corp, a Siemens group company. VisTools library is copyrighted software of Visual Kinematics, Inc. (VKI) containing confidential trade secret information belonging to VKI.Technology "Powered by WebEx" is provided by WebEx Communications, Inc. Certain graphics-handling portions are based on the following technologies: GIF: Copyright 1989, 1990 Kirk L. Johnson. The author disclaims all warranties with regard to this software, including all implied warranties of merchantability and fitness. In no event shall the author be liable for any special, indirect, or consequential damages or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence, or other tortious action, arising out of or in connection with the use or performance of this software. JPEG: This software is based in part on the work of the Independent JPEG Group. PNG: Copyright 2004-2006 Glenn Randers-Pehrson.
XBM, Sun Raster, and Sun Icon: Copyright,1987, Massachusetts Institute of Technology. Sentry Spelling-Checker Engine copyright 1994-2003 Wintertree Software, Inc. Portions of software documentation are used with the permission of the World Wide Web Consortium. Copyright 19942006 World Wide Web Consortium, (Massachusetts Institute of Technology, European Research Consortium for Informatics and Mathematics, Keio University). All Rights Reserved. http://www.w3.org/Consortium/Legal. Such portions are indicated at their points of use. Copyright and ownership of certain software components is with YARD SOFTWARE SYSTEMS LIMITED, unauthorized use and copying of which is hereby prohibited. YARD SOFTWARE SYSTEMS LIMITED 1987. (Lic. #YSS:SC:9107001) ********** LAPACK libraries used are freely available at http://www.netlib.org (authors are Anderson, E. and Bai, Z. and Bischof, C. and Blackford, S. and Demmel, J. and Dongarra, J. and Du Croz, J. and Greenbaum, A. and Hammarling, S. and McKenney, A. and Sorensen, D.). Certain software components licensed in connection with the Apache Software Foundation and/or pursuant to the Apache Software License Agreement (version 2.0 or earlier). All rights are reserved by the Licensor of such works, and use is subject to the terms and limitations (and license agreement) at http://www.apache.org. This software is provided by its Contributors AS IS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, and any expressed or implied warranties, including, but not limited to, the implied warranties of title non-infringement, merchantability and fitness for a particular purpose are disclaimed. In no event shall the Apache Software Foundation or its Contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. Software includes: Apache Server, Axis, Ant, Tomcat, Xalan, Xerces, Batik, Jakarta, Jakarta POI, Jakarta Regular Expression, Commons-FileUpload, and XML Beans IBM XML Parser for Java Edition, the IBM SaxParser and the IBM Lotus XSL Edition DITA-OT - Apache License Version IzPack: Java-based Software Installers Generator (http://www.izforge.com/izpack/start) JakartaORO (as used with Jena Software) NekoHTML and CyberNeko Pull Parser software developed by Andy Clark Copyright, Andy Clark. All rights reserved. Lucene (http://lucene.apache.org) Quartz (scheduler) Copyright 2004-200x OpenSymphony (http://www.opensymphony.com/ quartz/)
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ZLIB: Copyright 1995-2004 Jean-loup Gailly and Mark Adler.
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Jetty Copyright Mortbay.Org (http://www.mortbay.com/mbindex.html) Google Web Toolkit Copyright 2007 Google U3D Library Copyright 1999 - 2006 Intel Corporation antlr-2.7.0.zip - ANTLR parser and lexer generator, version 2.7.0; Provided pursuant to: ANTLR 2 License http://www.antlr.org/license.html. The Boost Library - Misc. C++ software from http://www. boost.org; Provided pursuant to: Boost Software License http://www.boost.org/more/license_info. html and http://www.boost.org/LICENSE_1_0.txt. PDFBOX Free software provided pursuant to the BSD license at http://www.pdfbox.org/index.html - Features. Eclipse SWT is distributed under the Eclipse Public License (EPL) (http://www.eclipse.org/org/ documents/epl-v10.php) and is provided AS IS by authors with no warranty therefrom and any provisions which differ from the EPL are offered by PTC. Upon request PTC will provide the source code for such software for a charge no more than the cost of performing this distribution. The following software is incorporated pursuant to the BSD License (or a similar license): iCal4j is Copyright 2005, Ben Fortuna, All rights reserved. Dojo Copyright 2005, The Dojo Foundation, All rights reserved.
Redistribution and use of the above in source and binary forms, with or without modification, are permitted provided that the following conditions are met: (i) Redistributions of source code must retain the above copyright notice, this list of conditions, and the following disclaimer; (ii) Redistributions in binary form must reproduce the above copyright notice, this list of conditions, and the following disclaimer in the documentation and/or other materials provided with the distribution; and (iii) Neither the name of the copyright holder nor the names of any other contributors may be used to endorse or promote products derived from this software without specific prior written permission. THE ABOVE SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS AS IS AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. The Java Getopt.jar file, copyright 1987 1997 Free Software Foundation, Inc. #ZipLib GNU software is developed for the Free Software Foundation, Inc. 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA, copyright 1989, 1991. PTC hereby disclaims all copyright interest in the program #ZipLib written by Mike Krueger. #ZipLib licensed free of charge and there is no warranty for the program, to the extent permitted by applicable law. Except when otherwise stated in writing the copyright holders and/or other parties provide the program AS IS without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. The entire risk as to the quality and performance of the program is with you. Should the program prove defective, you assume the cost of all necessary servicing, repair, or correction. May contain script.aculo.us (built on prototype.conio.net). Copyright 2005 Thomas Fuchs (http://script.aculo.us, http://mir.aculo.us). Software is used under the following permissions: Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. The Java Telnet Applet (StatusPeer.java, TelnetIO.java, TelnetWrapper.java, TimedOutException. java), Copyright 1996, 97 Mattias L. Jugel, Marcus Meiner, is redistributed under the GNU General Public License. This license is from the original copyright holder and the Applet is provided WITHOUT
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XMP (eXtensible Metadata Platform) technology from Adobe - Copyright 1999 - 2007, Adobe Systems Incorporated. All rights reserved.
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WARRANTY OF ANY KIND. You may obtain a copy of the source code for the Applet at http://www. mud.de/se/jta (for a charge of no more than the cost of physically performing the source distribution), by sending e mail to leo@mud.de or marcus@mud.deyou are allowed to choose either distribution method. Said source code is likewise provided under the GNU General Public License. The following software, which is provided with and called by certain PTC software products, is licensed under the GNU General Public License (http://www.gnu.org/licenses/gpl.txt) and is provided AS IS by the authors with no warranty therefrom without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE (see the GNU GPL for more details). Upon request PTC will provide the source code for such software for a charge no more than the cost of performing this distribution: Ghost Script (http://www.cs.wisc.edu/~ghost). Launch4j: This program is free software licensed under the GPL license, the head subproject (the code which is attached to the wrapped jars) is licensed under the LGPL license. Launch4j may be used for wrapping closed source, commercial applications. The following unmodified libraries distributed under the GNU-GPL: libstdc and #ziplib (each are provided pursuant to an exception that permits use of the library in proprietary applications with no restrictions provided that the library is not modified). The following software is distributed under GNU Lesser General Public License (LGPL) which is at http://www.gnu.org/copyleft/lesser.html and is provided AS IS by authors with no warranty therefrom without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE (see the GNU LGPL for more details). Upon request PTC will provide the source code for such software for a charge no more than the cost of performing this distribution: eXist, an Open Source Native XML Database, is redistributed under the GNU LGPL. You may obtain a copy of the source code at http://exist.sourceforge.net/index.html. The source code is likewise provided under the GNU LGPL. GTK+ - The GIMP Toolkit is licensed under the GNU Library General Public License (LGPL). You may obtain a copy of the source code at http://www.gtk.org/, which is likewise provided under the GNU LGPL. Java Port copyright 1998 by Aaron M. Renn (arenn@urbanophile.com), is redistributed under the GNU LGPL. You may obtain a copy of the source code at http://www.urbanophile.com/arenn/ hacking/download.html. The source code is likewise provided under the GNU LGPL. OmniORB is distributed under the terms and conditions of the GNU General Public License The OmniORB Libraries are released under the GNU LGPL. May include Jena Software Copyright 2000, 2001, 2002, 2003, 2004, 2005 Hewlett-Packard Development Company, LP. THIS SOFTWARE IS PROVIDED BY THE AUTHOR "AS IS'' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. Jena includes: JakartaORO software developed by the Apache Software Foundation (described above). ICU4J software Copyright 1995-2003 International Business Machines Corporation and others All rights reserved. Software is used under the following permissions: Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, provided that the above copyright notice(s) and this permission notice appear in all copies of the Software and in supporting documentation. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR HOLDERS INCLUDED IN THIS NOTICE BE LIABLE FOR ANY CLAIM, OR ANY SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES, OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE. Except as contained in this notice, the name of a
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JFreeChart is licensed under the GNU LGPL and can be found at http://www.jfree.org.
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The PJA (Pure Java AWT) Toolkit library (http://www.eteks.com/pja/en).
copyright holder shall not be used in advertising or otherwise to promote the sale, use or other dealings in this Software without prior written authorization of the copyright holder. CUP Parser Generator Copyright 1996-1999 by Scott Hudson, Frank Flannery, C. Scott Ananianused by permission. The authors and their employers disclaim all warranties with regard to this software, including all implied warranties of merchantability and fitness. In no event shall the authors or their employers be liable for any special, indirect or consequential damages, or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence or other tortious action arising out of or in connection with the use or performance of this software. ImageMagick software is Copyright 1999-2005 ImageMagick Studio LLC, a nonprofit organization dedicated to making software imaging solutions freely available. ImageMagick is freely available without charge and provided pursuant to the following license agreement: http://www.imagemagick. org/script/license.php. UnZip ( 1990 2001 Info ZIP, All Rights Reserved) is provided AS IS and WITHOUT WARRANTY OF ANY KIND. For the complete Info ZIP license see http://www.info-zip.org/doc/LICENSE. "Info-ZIP" is defined as the following set of individuals: Mark Adler, John Bush, Karl Davis, Harald Denker, JeanMichel Dubois, Jean-loup Gailly, Hunter Goatley, Ian Gorman, Chris Herborth, Dirk Haase, Greg Hartwig, Robert Heath, Jonathan Hudson, Paul Kienitz, David Kirschbaum, Johnny Lee, Onno van der Linden, Igor Mandrichenko, Steve P. Miller, Sergio Monesi, Keith Owens, George Petrov, Greg Roelofs, Kai Uwe Rommel, Steve Salisbury, Dave Smith, Christian Spieler, Antoine Verheijen, Paul von Behren, Rich Wales, and Mike White. ICU Libraries (International Components for Unicode) Copyright 1995-2001 International Business Machines Corporation and others, All rights reserved. Libraries are provided pursuant to the ICU Project (notice is set forth above) at http://www-306.ibm.com/software/globalization/icu/index.jsp. The Independent JPEG Group's JPEG software. This software is Copyright 1991-1998, Thomas G. Lane. All Rights Reserved. This software is based in part on the work of the Independent JPEG Group. iText Library - Copyright 1999-2006 by Bruno Lowagie and Paulo Soares. All Rights Reserved source code and further information available at http://www.lowagie.com/iText. jpeg-6b.zip - JPEG image compression library, version 6.2. Used to create images for HTML output; Provided pursuant to: http://www.faqs.org/faqs/jpeg-faq/part2. Pop up calendar components Copyright 1998 Netscape Communications Corporation. All Rights Reserved. METIS, developed by George Karypis and Vipin Kumar at the University of Minnesota, can be researched at http://www.cs.umn.edu/~karypis/metis. Mozilla Japanese localization components are subject to the Netscape Public License Version 1.1 (at http://www.mozilla.org/NPL). Software distributed under the Netscape Public License (NPL) is distributed on an AS IS basis, WITHOUT WARRANTY OF ANY KIND, either expressed or implied (see the NPL for the rights and limitations that are governing different languages). The Original Code is Mozilla Communicator client code, released March 31, 1998 and the Initial Developer of the Original Code is Netscape Communications Corporation. Portions created by Netscape are Copyright 1998 Netscape Communications Corporation. All Rights Reserved. Contributors: Kazu Yamamoto (kazu@mozilla.gr.jp), Ryoichi Furukawa (furu@mozilla.gr.jp), Tsukasa Maruyama (mal@mozilla.gr. jp), Teiji Matsuba (matsuba@dream.com). The following components are subject to the Mozilla Public License Version 1.0 or 1.1 at http://www. mozilla.org/MPL (the MPL): Gecko and Mozilla components, Spidermonkey and Charset Detector. Software distributed under the MPL is distributed on an AS IS basis, WITHOUT WARRANTY OF ANY KIND, either expressed or implied and all warranty, support, indemnity or liability obligations under PTCs software license agreements are provided by PTC alone (see the MPL for the specific language governing rights and limitations). The source code and modifications thereto are available under the MPL and are available upon request. Rhino JavaScript engine, distributed with a form of the Mozilla Public License (MPL). tiff-v3.4-tar.gz - Libtiff File IO Library version 3.4: (see also http://www.libtiff.org ftp://ftp.sgi.com/ graphics/tiff) Used by the image EFI library; Provided pursuant to: http://www.libtiff.org/misc.html. The DITA standards, including DITA DTDs, DITA Schemas, and portions of the DITA specification used in online help; copyright 2006 OASIS Open. All rights reserved. Software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl. org/): Copyright 1998 2003 The OpenSSL Project. All rights reserved. This product may include cryptographic software written by Eric Young (eay@cryptsoft.com). pcre-4.3-2-src.zip - Perl Compatible Regular Expression Library version 4.3. http://www.pcre.org; Provided pursuant to: PCRE License. lpng120.zip - PNG image library version 1.2.0. http://www.ijg.org; Provided pursuant to: http://www. libpng.org/pub/png/src/libpng-LICENSE.txt. libpng, Copyright 2004 Glenn Randers-Pehrson, which is distributed according to the disclaimer and license (as well as the list of Contributing Authors) at http://www.libpng.org/pub/png/src/libpngLICENSE.txt. METIS is 1997 Regents of the University of Minnesota.
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Curl software, Copyright 1996 - 2005, Daniel Stenberg, <daniel@haxx.se>. All rights reserved. Software is used under the following permissions: Permission to use, copy, modify, and distribute this software for any purpose with or without fee is hereby granted, provided that the above copyright notice and this permission notice appear in all copies. THE SOFTWARE IS PROVIDED AS IS, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. Except as contained in this notice, the name of a copyright holder shall not be used in advertising or otherwise to promote the sale, use, or other dealings. 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XML parser and XSLT processing was developed using Libxml and Libxslt by Daniel Veillard, Copyright 2001. libWWW (W3C's implementation of HTTP) can be found at: http://www.w3.org/Library; Copyright 1994-2000 World Wide Web Consortium, (Massachusetts Institute of Technology, Institut National de Recherche en Informatique et en Automatique, Keio University). All Rights Reserved. This program is distributed under the W3C's Software Intellectual Property License at: http://www.w3.org/Consortium/Legal/2002/copyright-software-20021231. This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See W3C License http://www.w3.org/Consortium/Legal for more details. Copyright 1995 CERN. "This product includes computer software created and made available by CERN. This acknowledgment shall be mentioned in full in any product which includes the CERN computer software included herein or parts thereof. "Perl support was developed with the aid of Perl Kit, Version 5.0. Copyright 1989-2002, Larry Wall. All rights reserved. The cad2eda program utilizes wxWidgets (formerly wxWindows) libraries for its cross-platform UI API, which is licensed under the wxWindows Library License at http://www.wxwindows.org. zlib-1.2.1.tar.gz - Zip compression library version 1.2.1. http://www.gzip.org/zlib; Provided pursuant to: Zlib.h License. ATLPort copyright 1999, 2000 Boris Fomitchev is provided by the copyright holder "as is" with absolutely no warranty expressed or implied. Permission to use or copy this software for any purpose is granted without fee, provided the foregoing notices are retained on all copies. Permission to modify the code and to distribute modified code is granted, provided the above notices are retained and a notice that the code was modified is included with the above copyright notice. PTC reserves the right to modify this code and may do so with out further notice. OpenCASCADE software is subject to the Open CASCADE Technology Public License Version 6.2 (the "License"). This software may only be used in compliance with the License. A copy of the License may be obtained at http://www.opencascade.org. The Initial Developer of the Original Code is Open CASCADE S.A.S., with main offices at 15 bis, rue Ernest Renan 92136, Issy Les Moulineaux, France. The Original Code is copyright Open CASCADE S.A.S., 2001. All rights reserved. "The Original Code and all software distributed under the License are distributed by OpenCASCADE on an "AS IS" basis, without warranty of any kind, and the Initial Developer hereby disclaims all such warranties, including without limitation, any warranties of merchantability, fitness for a particular purpose, or noninfringement (please see the License for the specific terms and conditions governing rights and limitations under the License). PTC product warranties are provided solely by PTC. Certain Pro/TOOLMAKER functions/libraries are as follows: CSubclassWnd version 2.0 - Misc. C++ software; Copyright 2000 NEWare Software. STLPort - C++ templates; 1999,2000 Boris Fomitchev; Provided pursuant to: STLPort License http://stlport.sourceforge.net/License.shtml. ZLib - Compression library; Copyright 1995-2005 Jean-loup Gailly and Mark Adler; Provided pursuant to: ZLib License. http://www.gzip.org/zlib/zlib_license.html. Zip32 - Compression library; Copyright 1990-2007. Info-ZIP; Provided pursuant to: Info-ZIP License http://www.info-zip.org/pub/infozip/license.html. Inno Setup - Installer package; Copyright 1997-2007 Jordan Russell; Provided pursuant to Inno Setup License. http://www.jrsoftware.org/files/is/license.txt.
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7Zip - Compression package; Copyright 1999-2007 Igor Pavlov; Provided pursuant to 7-Zip License http://www.7-zip.org/license.txt. UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN95), and are provided to the US Government under a limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to the restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at DFARS 252.227 7013 (OCT88) or Commercial Computer Software-Restricted Rights at FAR 52.227 19(c)(1)-(2) (JUN87), as applicable. 01012008 Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA PRINTING HISTORY Document No. T2174-360-03
Date 11/24/2011
Description Initial Printing of: Advanced Assembly Design with Pro/ENGINEER Wildfire 4.0
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Order Number DT-T2174-360-03 Printed in the U.S.A
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t2174-360-03 SG-Ins Lec EN

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Advanced Assembly Design with Pro/ENGINEER Wildfire 4.0

About PTC University

PTC Telephone and Fax Numbers

Please refer to http://www.ptc.com/services/training/contact.htm for contact information.

Precision Learning After the Class

Precision Learning Recommendations

For Students: How to Use this Course Handbook

Running Course Handbook Procedures and Exercises

Table of Contents Advanced Assembly Design with Pro/ENGINEER Wildfire 4.0

Using Advanced Assembly Constraints

Constraining Components using Coordinate Systems

The Coord Sys Constraint

Select Two Coordinate Systems

Constraining Components using Coordinate Systems

Common Uses for the Coord Sys Constraint

PROCEDURE - Constraining Components using Coordinate Systems

Position the PIVOT_ARM.PRT using a Coord Sys constraint.

Because a coordinate system defines orientation in the X, Y, and

Z directions, only one Coord Sys define a components position.

Change the orientation of the PIVOT_ARM.PRT.

This completes the procedure.

Constraining Components using Tangency

The Tangent Constraint

Common Uses for the Tangent Constraint

Constraining Components using Tangency

Position After Edit

Initial Contact Position

PROCEDURE - Constraining Components using Tangent

Position the CONTROL_ARM.PRT using a Tangent constraint.

6. Click Complete Component

7. Activate the Named View List and click TOP.

10. Click Regenerate

Constraining Components using Pnt on Line

Select Vertex and Curve

Common Uses for the Pnt on Line Constraint

Constraining Components using Pnt on Line

Point on Edge Constraint

PROCEDURE - Constraining Components using Pnt on Line

6. Click Complete Component

Position the FIXTURE_PUSH_PIN.PRT using an Pnt on Line constraint.

Pattern the FIXTURE_PUSH_PIN.PRT and edit the assembly.

This completes the procedure.

4. Double-click the 5 value, edit it to 20, and press ENTER.

3. In the model tree, right-click FIXTURE_SLIDE.PRT and select Edit.

Constraining Components using Pnt on Surf

The Pnt on Surf Constraint

Constraining Components using Pnt on Surf

Common Uses for the Pnt on Surf Constraint

Select Vertex and Surface

PROCEDURE - Constraining Components using Pnt on Surf

6. Click Complete Component

7. Activate the Named View List and select TOP.

Position the IDLE_SCREW_PNT.PRT using a Pnt on Surf constraint.

10. Click Regenerate

This completes the procedure.

Constraining Components using Edge on Surf

Select Surface and Edge

Edge on Surface Constraint

Constraining Components using Edge on Surf

Common Uses for the Edge on Surf Constraint

PROCEDURE - Constraining Components using Edge on Surf

Position the RATCHET.PRT using an Edge on Surf constraint.