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Copyright DASSAULT SYSTEMES 2002 1
CATIA Basics
CATIA Training Foils
Version 5 Release 8January 2002
EDU-CAT-E-COM-FF-V5R8
Copyright DASSAULT SYSTEMES 2002 2
Course Presentation
0.5 day
Targeted audienceNew CATIA V5 Users
Prerequisites:None
Objectives of the CourseIn this course you will learn basic manipulations and tools and get familiar with standard CATIA V5 interface and behaviours
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Table of Contents
1. CATIA User Interface2. Multi-document Support3. Workbench Concept4. Manipulating Objects with the Mouse5. The Specification Tree6. Moving Objects Using the Compass7. Manipulating and Viewing Objects8. Working with CATIA Documents
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You will learn and practice basic concepts of CATIA user interface
CATIA User Interface
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Some Key features:
• Multi-document support
• Standard and specific menus & toolbars (File, Edit, Insert...)
• Standard manipulations (Copy-Paste, Drag & Drop, Edit in place...)
• Intuitive (Highlighting, copilot, cursor shapes...)
• Contextual menu (MB3)
• Specification Tree including all technological features, constraints, relationships ...
• Workbenches and associated toolbars ...
What about CATIA User Interface ?
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Menus
Tree
Icons to minimize, maximize, or close windows
Toobars of active workbench...
You can easily change the layout of CATIA window by hiding or moving toolbars.You can have several documents open at the same time within the CATIA window.
CATIA User Interface
Double arrows mean there are more
toolbars Drag the >> sign to move unseen toolbars
Icon of active workbench Part Design
Window of active document
Tree scrollbar
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Toolbars provide quick access to tools which are also available in menus
Use the View menu to activate toolbars
Drag separator to move the toolbar anywhere
Menus and Toolbars
Click [x] to close the toolbar
Right click (right mouse button) in the prompt zone to quickly access the toolbar list
Toolbars that are checked are accessible. Others are hidden.
Double arrows mean there are more toolbars. Drag the >> sign to move unseen toolbars
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Dialog boxes provide parameters for the definition of features. They are standardized and easy to use
Name of the task
Select a tab to define particular parameters
Select an option in the drop down list
Key in a value or click up and down arrows
Fields not selectable (locked)
Select button to activate the action
Click check box to activate the option
Inactive field
Click OK to confirm
Click Preview to pre-visualize the result
Click Cancel to leave the function
Click the cross to close the dialog box
Click the question mark and select a field to get help
How to Use Dialog Boxes?
Ex: if you double-click on a hole you will get the Hole Definition dialog box
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Multi-documents Support
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Click to minimize (iconify)
Click & drag any edge to resize a window
Click to maximize (full screen)
Click to restore initial size (when full screen or minimized)
Active Document
Click to closeCATIA window
Manipulating Windows
Use the Window menu to list & swap open windows
Inactive Document
One click on CATIA Document with MB1 to activate it
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It is easy to work with several documents and position them.
Positioning Windows
All the documents fits in the available space
The active document.
Click on the Window menu to check the opened documents
1
1
2
Here 2 documents are open. The second one is active
Select Tile to split the display horizontally or vertically
Click on any window to make it active (Blue title bar) or select the document by the Window menu:
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You will learn to access and customize the favorite workbenches
Workbench Concept
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The Workbench Concept
Mechanical Workbenches
Part Design To design parts
Sketcher To sketch 2D profiles
WireFrame & Surface To Enrich existing mechanical part design with wire frame features and basic surface feature
Assembly Design To Easily establish mechanical assembly constraints, automatically positions parts and checks assembly consistency
Generative & Interactive Drafting To Generate drawings from 3D part and assembly designs and make pure 2D drawings
Sheetmetal Design A very intuitive and productive environment to design sheet metal parts
CATIA is organized into several workbenches. Each workbench is dedicated to a specific work
You will work in documents. There are different types of document depending on the workbench used....
Your work is stored in documents
Current workbench
Documents
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Accessing the Workbench (1/2)
To access the Assembly Design Workbench,
Start CATIA, then select the Start menu choosing Mechanical Design and Assembly Design
Assembly Design Workbench icon
You can access all standards Workbenches by the Start menu.
Access a Workbench by :
Selecting from the Start Menu or Selecting File / New :
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Accessing the Workbench (2/2)
You can insert Assembly Design Workbench in a list of your favorite worbenches and acces it by the Workbench and Worbenches Toolbars.
1 Select Tools / Customize and drop Knowledge Advisor on the Favorites List
2a
2b
Acces by Worbench Toolbar
Acces by Worbenches Toolbar
This Assembly Design Workbench can be now access at the Top of the Start Menu
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Favorite Workbenches
Favorite Workbenches are those that CATIA will display for you at each beginning of session in the Welcome panel. Welcome panel is empty by default
The welcome panel is also available by clicking on Workbench icon
Welcome Panel
Favorite Workbenches
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You will learn the different ways to select, manipulate, and view objects with the Mouse
Selecting Objects with the Mouse Moving Objects Using the Mouse
Manipulating Objects with the Mouse
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You will learn how to select one or more elements using the mouse
Selecting and Editing Objects with the Mouse
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The Mouse Functions
MB2
MB3
MB1
MB means Mouse Button
To manipulate objects
To display the contextual menu
To select and edit objects
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What about Selecting Objects ?
• You can either select an object (or several objects) geometry or its corresponding feature in the tree.• Selecting the geometry will highlight the tree feature(s) and vice versa
Simple Selection :
Multi-selection:
Selection of Geometry or Tree Feature :
• To select an object you press the left button of the mouse, also called mouse button 1 (MB1)
• A standard way: [Ctrl] key
• Trapping objects:
+
+
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Standard way to select one object is to use mouse button 1 (left button) also called MB1 and click the object in the geometry or in the tree
Click the object in the geometry or in
the tree
To de-select an element click in the empty background
Select mode icon
Note that when the cusor is over an object, its shape changes to a pointing finger and the object is highlighted (pre-selected), you have to click to select it
1
MB1
Selecting One Object
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1
Press [Ctrl] key
2
Using the Control key is a standard Windows way to select several elements (multi-selection)
Keep [Ctrl] key pressed and select the desired objects (in the tree or in the geometry)
To de-select elements click in the empty background
Selecting Several Objects Using the [Ctrl] Key
3 Release [Ctrl] key to end the selection
To de-select a single element, click on
it while holding the [Ctrl] key
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Trapping several objects to select them
1 Select the down arrow of the Select icon
2
Drag your cursor while pressing MB1 to trap the desired objects
Result: Objects completely included in the trap are highlighted and selected
To de-select elements, click in the empty background
Selecting Several Objects Using the Trap Tool
The cursor shape changes to a small hand
3Release MB1
Select the Selection trap icon4
Intersecting Trap
Selecting Trap
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Editing a part may mean for example modifying the density of the part or the part number (its properties), but most often editing consists in modifying the sketches or the features composing the part. This operation can be done at any time. To edit a sketch , double-click on it in the Specification Tree
Editing Parts
1
To edit a feature through definition dialog boxes in order to redefine the parameters of your choice:
Double-click the feature ( a circular pattern ) to be edited (in the specification tree or in the geometry area).
The Circular Pattern Definition dialog box appears
2 Modify Parameters
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You will get familiar with panning, rotating, and zooming capabilities of CATIA V5 using the Mouse
Moving Objects with the Mouse
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Manipulating objects with the Mouse
Move objects
MB2: translation
1
2
3
MB2 + MB1: Rotation
MB1: Zooming
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You will get familiar with using the Specification Tree
The Specification Tree
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What About the Specification Tree?
CATIA V5 provides a generic specification modeler which lets you view and modify objects (features, sketches, … )The hierarchy of features is called the Specification Tree. Its structure varies with the kind of document being edited.
11
22
Design Process: Pad.1 before Pocket.1
Part Number
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Hide and Show the Tree
Keyboard Shortcut to Hide the Specification Tree :
F3 key to hide/show the Tree
To display Specification Tree, click again on F3 key
Specification Tree
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Activate and Deactivate the Tree
Keyboard Shortcut to Manipulate Objects :[Shift] + F3 to activate Tree or Objects
Or
Position the cursor anywhere on the History Tree branch and click on MB1
Part is active
Part is inactive
Part is inactive
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Position the cursor on a tree branch. The cursor changes to a pointing finger
1
Click mouse button 1 (MB1) and drag the mouse to move the treeThe cursor changes to a small hand
2
Moving the Tree
Click up arrow to display the top of the tree
Click down arrow to display the bottom of the tree
Drag the bar up and down as you wish
Using the Scrollbar Not Using the Scrollbar
Moving the tree anywhere When the size of the tree exceeds the window you can use the scrollbar to display the tree downward or upward
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3Zoom in and out as for the geometry (see job aid)
1
2 To reactivate the geometry, click again on a tree branch
Expand / Shrink
Click on + to expand,
on - to shrink the tree
Expanding & Zooming the Tree
Geometry dimmed while zooming the tree
Click mouse button 1 (MB1) on a tree branch
Note that you can use the scrollbar to display the top or bottom of the tree
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1
2
Reselect View->Tree Expansion->Expand Second Level
Expanding & Collapsing the Specification Tree
Select the ViewTree ExpansionExpand First Level to see the first level of the Specification Tree
File + Open
3
Then select Collapse ALL to collapse the tree
4
2
3
4
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Scan the Design Process
There is a powerful tool to show the Part History step by step in order to visualize design process.
1 Select Edit / Scan or Define In Work Object
2 You can select ‘forward’ at each step to scan all steps
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Define in Work Object (1/2)
With the Specification Tree, you can insert Features
1
2
Select a feature on the Tree with MB1
Select with MB3, Define in Work Object option
Note that CATIA, in the same Body, does not consider and display features which are spelling after the ‘active’ feature defined by Define in Work Object
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Define in Work Object (2/2)
If you insert a new Sketch, it is positioned after the active feature defined by Define in Work Object.
3
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You will learn how to take advantage of the compass to manipulate objects
Moving Objects Using the Compass
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• The compass is a powerful tool to move and manipulate objects, especially in Assembly Design, FreeStyle, and Digital Mockup products
Base of the compass (or privileged plane)Default is XY plane
• Default orientation of the compass is parallel to reference axis system XYZ• Default location of compass is the top right corner of the screen
When to use it ?
• To Pan, Rotate Goemetry in 3D•To deform surfaces like patches and define cutting plane in FreeStyle• To move components in an assembly and in Digital Mockup• To move and rotate elements in the Sketcher, parallel to the sketch plane
What is the Compass ?
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Rotation
XZ translation X Translation Z translation
1 Select one of the compass axis or plane
About Z
About Y
Translation
Free rotation (Similar to rotating with the mouse)Just grab the top point of the compass and move it
Simple Use of the Compass (1/2)
Drag the cursor. The geometry moves accordingly
2
‘Normal to compass axis’ (Similar to Normal View)Just select the desired letter (x, y or z)
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To position the Compass at its default location and with its default orientation, you can either drag it and drop it onto the reference Axis System (bottom right corner) or select the Reset Compass command in the View menu (very useful when the compass is not visible).
Simple Use of the Compass (2/2)
Drag around Z axis….
Note that the default location and orientation of the Part does not change
zz
yy
X X
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To position the Compass at its default location and with its default orientation, you can either drag it and drop it onto the reference Axis System (bottom right corner) or select the Reset Compass command in the View menu (very useful when the compass is not visible).
Drop the Compass onto a Component (1/3)
Click the red square of the compass1
3
Compass is now green
Drag the red square of the compass,
2
4 Select the desired axis (or plane) of the compass and drag it
Drop the compass onto a component,
5 Result
The component move relative to the origin.
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The default location and orientation of the Part changes relative to the origin when you drop the compass onto a component
Drop the Compass onto a Component (2/3)
21
3
Initial orientation of the PartDrop the compass onto a component and drag around one axis,
Default orientation change
Final orientation of the Part
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Drop the Compass onto a Component (3/3)
1 Click and drag the red square of the compass
2
Drop the compass onto a component,
3
Select the Feature you wants to move
4 Select one element of the Compass (axis,plane..)
5 Result
You can move specific features with the compass
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To position the compass at its initial place, clik on empty background, on the XYZ axis system, or drag it and drop it onto its anchor point. If you do not see the compass, click on the View > Reset compass menu option (no element selected)
Click and drag the red square of the compass,
1
2
Green compass means the component can be moved
Moving One Component in an Assembly
Drop the compass onto a component,
Move the component using the compass axes and planes
3
You can move and drag instances on the Assembly with the Compass
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You will learn the different ways to select, manipulate, and view objects
Manipulating Objects Hiding and Showing Objects Rendering Styles Graphics Properties
Manipulating and Viewing Objects
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You will learn how to select one or more elements using the other tools such as the search command
Selecting Objects
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There is a powerful way to multi-select objects using criteria (type, color, name, and other properties, etc) in a document or in a whole product structure
Edit Search or Ctrl+F
Select criteria in the lists: type of object, color, graphic properties...Note that * means any (default) and specify where to search
Click the Search button to start the search
Selecting Objects Using the Search Command (1/2)
3
2
Result of the search Objects found are pre-selected in the list (blue field) as well as in CATIA (highlighted)
2
3
1
Select Add to favorites…button
4
4
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Click OK to confirm the operation 5
7
Click Select to select the elements in the 3D viewer and OK to close the dialog box
Selecting Objects Using the Search Command (2/2)
In the Search dialog box: Select the Favorites tab
6
7
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Start menu: Select Edit Search
1
3Specify the Workbench,the type and the color in each field
Selecting Objects Using a Multi-Search Criteria
In the Search dialog box: Select the Advanced tab
2
Click the Search button to start the search
4
Click the Select button to visualize the result in the viewer
5
Click OK to close the dialog box6
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Selecting Using the Preselection Navigator
12 Press any keyboard arrow.
Position your pointer over the object you want to select.
This task explains how to use the preselection navigator (or the keyboard arrows) for selecting hidden or coincident elements
The preselection navigator appears.
The preselection navigator will also let you select elements belonging to the hidden object by clicking on the arrows
3 Click the circle in the center to validate your selection and exit the preselection navigator.
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Magnifier
If objects are overlaid or the visualization gets confused, you can use additional tools
Magnifier :
• The Magnifier allows you to select elements while keeping a general view of your geometry. It is activated using the View > Magnifier menu option• It opens a window zooming on the elements seen through a rectangular trap
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You will learn how to hide and redisplay objects
Hiding and Showing Objects
From Visible ...
... To Invisible Space
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When to Hide Elements?
To clarify visualization temporarily, in 3D or in the Sketcher, or to get rid of construction elements but still keep them accessible
Construction elements
Sketcher elements
Examples
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You can hide construction elements, and 3D elements seen in the sketcher... for better visualization and redisplay them later
Click the Hide/Show icon in the View toolbar
1 Select the element(s) to hide
2
Result: the selected elements are hidden. The display is clearer...
Hiding Elements
You can quickly hide element(s) by right clicking them in the tree (right mouse button) and selecting the Hide/Show option in the contextual menu
... and icons of hidden elements are dimmed in the tree
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You can redisplay construction and 3D elements previously hidden for visualization purposes
1
The background color changes (i.e. green)
3 Click the Hide/Show icon
Select the element(s) to redisplay2
4Click the Swap visible space icon to go back to visible spaceResult: the selected elements are visible
Redisplaying Elements
Click the Swap visible space icon in the View toolbar to swap from visible to invisible space
You can quickly redisplay an element by right clicking on the element in the tree (right mouse button) and selecting the Hide/Show option in the contextual menu
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You will learn different ways to better visualize your geometry according to your needs
Rendering Styles
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Shading (SHD) Wireframe (NHR)
Hidden Lines Removal (HLR)
Shading & edges
What are the Different Rendering Styles?You will use material for realistic and nice pictures, shading mode for regular work, and edges for easy selection, ...
You can customize the viewing mode according to your own needs by quickly applying viewing parameters, especially outlines and materials
Standard Styles Customized Style
Customized
Shading with edges & hidden edges
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Click on the white arrow close to the rendering style icon Then select the style you want to apply. It will be applied automatically to the geometry
1
Applying Rendering Styles
2
•Wireframe (NHR)
•Dynamic Hidden Line Removal
•Shading (SHD)
•Shading with Edges
•Shading with edges & Hidden Edges
•Customized...
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1
Select the View > RenderStyle > Customize View menu
2
Select the options you need
Modifying Rendering Styles
3
Apply the new style
•Wireframe (NHR)
•Dynamic Hidden Line Removal
•Shading (SHD)
•Shading with Edges
•Shading with edges & Hidden Edges
•Customized...
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You will learn how to apply, and modify a material to a part
Applying Materials
Material applied to a part and toolbar
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Accessing the Rendering Workbench
Start menu > Infrastructure > Material Library
•New Family•Rename Family•Remove Family
•New Material•Rename Material•Remove Material(s)
•Edit Properties•Sort Materials (A-Z)
Rendering (Material Library) workbench
Apply material toolbar accessible from any 3D workbench
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What About Materials?
Pre-defined materials can be applied to:
• a PartBody, a Surface, a Body or an OpenBody in a .CATPart document, • a Product and instances of a .model, .cgr, .CATPart in a .CATProduct document.
The Apply Material tool
Material Library with different families of samples
You can apply a material and keep a link (automatic update when original material modified)
Link No link
To Keep a Link or not...
Library of Materials
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Materials Properties
Material Properties
Applying materials affect the physical and mechanical properties of elements, for example density
These data will be used for calculation purposes in CATIA.Generative Structural AnalysisNote: Appropriate licenses are required to use the Analysis and Drafting tabs
Material Physical Properties
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General Process
Select and apply the desired material
2
Customize the view style
Apply the Customized view style
2
1
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Modifying the Customized View Style
1
Activate the parameters you want to see in the customized view (material to see materials)
2
Click OK to confirm the customized view style
3
Activate the Customized View icon to apply it to the visualization
4
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Applying a Material
Select the PartBody to which you want to apply a material
1Click on the Apply Material icon2
Select the material you want to apply
3
Click on Apply Material for preview (You can try different material and click Apply Material to check)
4
Click on OK to confirm the choice
5
• First you need activate the Custom View style to obtain the visualization with the material• The Custom View style must activate the Material option (View > Render Style > Customize View)
You can activate the Link To File option to keep a link with the original material. This will update automatically your the material in your document if a change occurs in the material library(a small arrow means the material is linked)
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Quickly Applying Another Material
2
The Material Parameter is always displayed in the specifications tree; its default value is set to None
The Edit parameter dialog box is displayed. None is default if no material is applied
Double-click on the Material feature in the tree1
Type the name of another materialand click on OK to confirm
3 Note that:• You need activate the Custom View style to obtain the visualization with the material• The Custom View style must activate the Material option (View > Render Style > Customize View)
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Double click on the material name in the tree(Or use MB3 menu > Properties)
1
Modifying a Material Properties
To modify the appearance of the material icon in the tree
To modify the color of the material and other parameters...• The Drafting tab allows you to
change the color and pattern of the material for Drafting purposes
• The Analysis tab allows you to check and modify the physical properties of the material
3
2 Modify the parameters
Click OK to confirm the changes
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You will learn different ways to better visualize your geometry according to your needs
Graphic Properties
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What is about Graphic Properties ?Painter (1/2)
Line Thickness & TypePoint Symbol
Layer
Fill Color & Transparency Painter
The painter icon lets you apply graphics properties from one object to another.
The Graphic Properties Toolbar is a powerful tool to change easily graphic properties of components
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Change Graphic Properties Painter (1/2)
You can select features on the History Tree and change theirs graphics properties
1 Select elements with MB1
2
2 Keeping the mouse cursor on the selected entities and with MB3, Select Properties option
With the Graphic Properties Toolbar, select all desired graphic properties
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PainterPainter (2/2)
Result
Select the Painter icon and then the reference element in order to obtain the same graphic properties.
First, select elements you want to apply new graphic properties with MB1 + Ctrl 1
2
3
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Introduction to V5 DocumentsOpening V5 Documents Saving and Closing Documents
Working with CATIA
You will learn how to start CATIA, and open, save, and close V5 documents
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You will learn how to identify CATIA documents
Introduction to V5 Documents
Workbenches and Documents
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When working in CATIA you create, modify and save geometry within documents. Documents are containers
What about CATIA Documents ?
Assembly Design
Part Design
Sketcher
WireFrame & Surface
Generative & Interactive Drafting
.CATProduct file extension
Different Types of Documents
The type of the document depends on the workbench you will use to create and modify the geometry:
Current workbenchCurrent document(blue title bar)
.CATPart file extension
.CATDrawing file extension
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• A Product Structure is a way to structure and organize your products logically. You
can navigate within the structure and work on its different components• A Document is a file including data you will create and manage with the associated
workbench (specific extension)• A Workbench is a set of tools that allows you to create and manage your geometry
Current (or active) workbench
Current document
blue title bar
Workbench toolbars...
Terminology
Not active documents have a
grey title bar
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You will learn how to start CATIA V5
Starting CATIA V5
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Starting CATIA Using the Start Menu (PC)
1
2
Click the Start menu and keep the key pressed
Roll over Program, then to the right
Roll over CATIA, then to the right
3
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Starting CATIA Using the Contextual Menu (PC)
1
2Click the right mouse button MB3 to display the contextual menu
3
Roll over New then to the right
Release the key when over CATIA Part
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You will learn how to open new and existing documents and how to lay out document windows
Opening V5 Documents
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There are different types of CATIA documents. Each type of document is associated with a workbench.However, you can work in a document using different workbenches
What about Opening Documents
Note that the extension of the document will be displayed once you save the document
After Save
the document
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Opening New documents
File menu
Then you have to click the type of document you want to create
Opening New Documents
1
2
2
and click OK
3
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4
Click the "Files of type" list to display the list of document types which you want to open
1
2
Check the ‘Show Preview’ option to display a preview of the selected file (Available Only on Microsoft Windows NT workstations)
Opening an Existing Document
Select the File Open... Command in CATIA menu Or Click the Open icon
5Click Open to visualize in the viewer your Selected document
The list of document types you can open depends on the configurations/products installed and for which you have a license.
In the File Selection box: Select the file location
3
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You will learn the different ways to save documents
Saving and Closing Documents
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There are different ways to save CATIA documents.
What about Saving Documents ?
You save documents • after modifying them• to create new ones
You save documents • with the same name (this will replace the initial document)• under a new name (this will create a document)
When & Why?
Naming...
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There are different ways to save changes made in a document. You can also save an existing document to create a new one
Shortcuts
Press [Ctrl] and [s] keys simultaneously
Saving a Document with the Same Name
The document is saved in the same directory with the same name
Saving an existing document
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This procedure creates a new document
Saving a document for the first time
Saving a document to create a new one
2. Give a name to the new document to create
(Creates a copy)
1. Browse the file and select the directory where to store the document
Here, the document is stored in the same folder with a new name. It is a CATPart type document (Part Design workbench)
3. Click Save button to confirm
Saving a Document with a New Name
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Closing a Document
Click on File > Close...
If changes have been made but not saved, a pop-up window asks you if you want to save changes
• Click on Yes, to save the changes,• Click on No to close the document without saving the changes,• Click on Cancel to keep the document open.
... or on the Close icon of the document window
3
2
1
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In this course you have become familiar with CATIA V5 user interface by practicing basic manipulations and behaviours
You are now able to learn and practice more advanced tools and products…
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