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1 Electrical Jumpstart Kit For Pro/ENGINEER

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Page 1: Jumpstart Cabling

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Electrical Jumpstart Kit For Pro/ENGINEER

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DELIVERABLES ANALYSIS .................................................................................................................... 4

DELIVERABLES FAMILIARIZATION .............................................................................................................. 5 PRO/DIAGRAM OBJECTS .......................................................................................................................... 5 PRO/CABLING OBJECTS ............................................................................................................................ 7 LABORATORY PRACTICAL .................................................................................................................. 8

EXERCISE 1-1: Deliverables Analysis .................................................................................................. 8

TEMPLATES ............................................................................................................................................. 12

SETUP FILES .............................................................................................................................................. 13 Drawing Setup Files ............................................................................................................................. 13 Diagram Setup File .............................................................................................................................. 14 Configuration file (Config.pro) ............................................................................................................ 16 Mapkeys ................................................................................................................................................ 17 Windows Environment Configuration (Config.win) ............................................................................. 19 Color setting (Color.map) .................................................................................................................... 20 Start models .......................................................................................................................................... 23 3D Connector parts .............................................................................................................................. 23

LABORATORY PRACTICAL ................................................................................................................. 24 EXERCISE 2-1: Defining a connector part from a template ................................................................ 24 Inpart Libraries .................................................................................................................................... 30 Cabling Assemblies .............................................................................................................................. 30

LABORATORY PRACTICAL ................................................................................................................. 31 EXERCISE 2-2: Defining a cabling assembly structure ....................................................................... 31 Start Diagram ....................................................................................................................................... 36

LABORATORY PRACTICAL ................................................................................................................. 37 EXERCISE 2-3: Defining a start diagram ............................................................................................ 37 Spools ................................................................................................................................................... 39 2D Symbol Parameter files ................................................................................................................... 42 SYMBOLS ............................................................................................................................................. 44 Controlling Symbols ............................................................................................................................. 48 PLACING SYMBOLS ON A DRAWING ............................................................................................... 50 CONNECTOR & COMPONENT SYMBOLS ....................................................................................... 53

LABORATORY PRACTICAL ................................................................................................................. 59 EXERCISE 2-4: Creating a Symbol with Variable Text ....................................................................... 59 Exercise 2-5: Creating Symbol Groups ................................................................................................ 65 Exercise 2-6 Legacy Symbols ............................................................................................................... 68 EXERCISE 2-7: Create a Multi-view Component ................................................................................ 74 EXERCISE 2-8: Creating Symbols for a Diagram ............................................................................... 77

PRO/REPORT ........................................................................................................................................... 87 CREATING A BOM USING PRO/REPORT ......................................................................................... 88 Generating a BOM Report ................................................................................................................... 88 Manipulating a BOM Report ................................................................................................................ 90 Showing the Correct Quantity .............................................................................................................. 94 Calculating a Total Cost....................................................................................................................... 94 Continuing the Table on the Next Page ................................................................................................ 96 Showing BOM Balloons........................................................................................................................ 96

LABORATORY PRACTICAL ................................................................................................................. 99 EXERCISE 2-9: Creating an Automatic BOM ..................................................................................... 99 Start Harness Drawing ........................................................................................................................107

LABORATORY PRACTICAL ................................................................................................................110 EXERCISE 2-10: Pro/REPORT ..........................................................................................................110 Terminator Tables ...............................................................................................................................117

LABORATORY PRACTICAL ................................................................................................................119

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Exercise-2-11 – Creating a terminator table .......................................................................................119 Strip Length Tables ..............................................................................................................................125

DIRECTORY STRUCTURE ...................................................................................................................127

Directory Structure ..............................................................................................................................128

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Deliverables Analysis

Lesson

1

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This quickstart kit is a valuable tool for new and experience users to learn more about proper setup when using the Pro/DIAGRAM, Pro/CABLING, and Pro/HARNESS MFG. This document and exercises are not meant to replace the normal instructional training provided by the PTC Educational Services. Also, PTC has a group of expert Global Service Consultants who can assist you in implementing the software correctly to automate your current electro-mechanical processes (http://www.ptc.com/services/index.htm). Please contact your Sales Representative for further details.

An excellent deliverables analysis is an essential prerequisite to a proper electromechanical foundation. With the electromechanical setup, it is critical to “begin with the end” in mind. In this lesson, you become familiar with the types of deliverables that can be produced by the Pro/ENGINEER electromechanical modules.

Deliverables Familiarization Customer wiring diagrams and harness drawings can be very complex. It is vital to be able to properly read these diagrams in order to:

• Identify all of the elements required for the foundation

Pro/DIAGRAM Objects Before you begin using the Pro/DIAGRAM module, you should become familiar with the following terms:

Spool – A spool is a defined set of parameters describing a type of wire or cable. When you add wires to a diagram, you must specify a spool to define them.

Wire and Cable – Wires and cables connect nodes of components and connectors. Wires must start and end on nodes or rails. Wires have single conductors, whereas cables have one or more conductors.

• Connector – A Pro/DIAGRAM connector is a schematic representation of a physical connector. You can create two types of connectors: fixed and parametric.

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A fixed connector is similar to a component in that it is represented by a symbol and has node points. You can define your own fixed connectors or use the Pro/LIBRARY ACCESS library.

A parametric connector allows you to enter values for certain parameters, and the system creates a default shape representing the connector. You can create inline connectors, which have male and female connectors joined together automatically.

• Component – A component is a schematic representation of electromechanical parts or subassemblies. Pro/DIAGRAM represents each one graphically as a symbol with node points representing wire terminators or pins and parameters. You can define your own components or, if you have Pro/LIBRARY ACCESS, use its library of components.

• Pin (Node) – A pin (node) is a valid attachment point for wires on connectors and components. You define pins as part of a connector or a component to specify which wire is connected to it in the schematic. Each node represents a single pin. After adding a node to a symbol definition, you can modify the node name easily.

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Figure 1: Pro/DIAGRAM Objects

Pro/CABLING Objects A cable is an individually routed cord, which can contain a single conductor (wire) or multiple conductors (cable). A bundle collects several cables together so that you can route them along the same path. Bundles may have sheathing. Before you can route cables, you must create a harness. A harness is a special part created in Assembly mode that contains all of the cabling information such as parameters, cosmetic features, cables, and bundles. Although you cannot retrieve a harness in Part mode, you can use it to create a drawing or report, or as a manufacturing reference.

Before you begin using the Pro/CABLING module, you should become familiar with the following terms:

Spool – A spool is an assembly feature representing a certain type of wire or cable. In Pro/CABLING, you can create three types of spools: the wire spool, which is a

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single conductor; the cable spool, which has multiple conductors; and the sheath spool.

Channel – A channel is an assembly feature that serves two purposes: defining direction for the routing of cables, and defining a part of the electric circuit—either ground or conductor.

Connector and Component – Connectors and components define the termination point of a cable as a single part or an assembly of parts. Each connector (or component) must be designated as a connector (or component), and each has a set of parameters associated with it. Splices are connectors that you can insert directly into the harness mid-wire.

Network – A network is a skeleton path that you use to autoroute wires and cables in your assembly. By creating a network, you can specify possible paths for the wires to take, and the system determines the shortest path from Connector A to Connector B along that network.

LABORATORY PRACTICAL

EXERCISE 1-1: Deliverables Analysis

In this exercise, you should review all deliverable types: diagrams, component catalog pages, harness drawings, parts lists, harness installation drawings to locate important information. Use different color highlighters and pens to mark the objects. Spend the time necessary to familiarize yourself with these deliverables – they are representative pieces to manufacturing the actual product.

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Print out the samples of diagrams, component catalog pages, harness drawings, parts list, harness installation drawings.

Review the component catalog sheets 1. Study the catalog sheets – they contain common classes of electrical

connectors and components. Review the associated symbols for each of the components.

Review the diagrams. 1. Select several diagram sheets to work with. Do the following tasks for each sheet. Do as many sheets as you have time for.

Locate the diagram components (single view) 1. Highlight each of the reference designators of the components. Do not

mark the connectors right now, or components that have multiple views.

2. Create a list of the components used. Include reference designator, component name and description (where available).

Locate the diagram components (multi-view) 1. Highlight the multi-view components. These will have the same reference

designators, but appear in different areas (or sheets) of the diagram.

2. Create a list of the components used. Include reference designator, component name and description (where available).

Locate the diagram connectors 1. Highlight each of the reference designators of the connectors.

2. Create a list of the connectors used. Include reference designator, component name and description (where available).

Locate all of the splices 1. Highlight each splice. Note whether the splice is a butt splice or a through

splice.

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Locate all of the tables 1. Mark all of the tables on the diagram and harness drawings.

2. List the information sources in the table. Where would this information be stored in Pro/ENGINEER?

Locate all of the in-line connectors 1. Locate and mark each in-line connector. Note that an in-line connector

marks the boundary of a harness.

2. Highlight all of the wires that belong to a harness in the diagram. Select one of the more complex ones.

Locate the wire breaks 1. Circle all of the wire breaks in the diagram.

Construct a “from-to” table 1. On a piece of paper, construct a “from-to” table for the harness you

selected. List the following

Name of the wire

Wire gage and color

“From” reference designator and pin

“To” reference designator and pin

Review the harness drawing 1. Make notes of all type of harness symbols

2. Are the terminal lugs showing graphically or in a table?

3. Are the connector reference designators shown on the drawing?

4. What information is contained in the pin-out tables for each connector?

5. What type of sheathing/braiding is used in harness?

6. What types of markers/labels are used?

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7. Is there a loom/bundle list shown containing information about OD, length, type, name, etc.

8. Is there a wirelist? What information is contained in the wirelist, (i.e. wirename, from/to, pin,

terminals, signal, strip length, etc.)

9. Is there a part list containing the amount of wire/cable/bundle used, connectors, and terminals? Also,

what information for each column is needed, description, catalog number, mfg. part number, etc.

10. How is the drawing dimensioned? Are their dimensions?

Review the parts list

1. How many columns/rows to part list?

2. What parameters are lists, are these parameters that you will want designated for PDM search and

retrieval

3. What are the units of measure (UM)?

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Templates

Lesson

2

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This quickstart kit is a valuable tool for new and experience users to learn more about proper setup when using the Pro/DIAGRAM, Pro/CABLING, and Pro/HARNESS MFG. This document and exercises are not meant to replace the normal instructional training provided by the PTC Educational Services. Also, PTC has a group of expert Global Service Consultants who can assist you in implementing the software correctly to automate your current electro-mechanical processes (http://www.ptc.com/services/index.htm). Please contact your Sales Representative for further details.

The configuration for your electromechanical design is critical to the success of implementing the software. Each company has different requirements; however, the use of standard configuration and templates benefits all setups. This document is merely an introduction to the setup involved. The files included are merely starting points for you to familiarize yourself with the information and to get started on setting up your own design environment.

Setup files Setup files for electromechanical design include setup options for your diagram, drawings, mapkeys, user-defined icons, user-defined menu buttons. I will describe what each file is used for, explain settings for each, and give examples templates for to begin your designs.

Drawing Setup Files

Pro/ENGINEER saves drawing setup file options with each individual drawing and drawing format. These setup file options determine such characteristics as the height of dimension and note text, text orientation, geometric tolerance standards, font properties, drafting standards, and arrow lengths.

The system gives default values to these setup file options, but you can modify the values to customize a drawing, and save them to use in other drawings. The system saves (and retrieves) the values in a drawing setup file named “filename.dtl.” The file that you specify in the configuration file option “drawing_setup_file” establishes the default drawing setup file option values for any drawing that you create during a Pro/ENGINEER session. If you do not set this option, the system uses the default drawing setup file option values. If you have a license for Pro/DETAIL, you can install sample drawing setup files for DIN, ISO, and JIS from the loadpoint/text directory with the following names:

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· “din.dtl”

· “iso.dtl”

· “jis.dtl”

Retrieve these setup files to set the desired environment in your drawing.

For harness drawing, specifically, there are several setup options that need to be considered in addition to the normal drawing setup option:

Ref_des_display yes/no

Controls the display of reference designators in the cabling assembly. If set to “DEFAULT”, select reference designator checkbox in Environment Dialog box.

show_cbl_term_in_region yes/no

Allows the use of report symbols &asm.mbr.name and &asm.mbr.type to show terminators in Pro/REPORT tables for cabling assemblies having connectors with terminator parameters. If set to “yes” and Cable Info is set for repeat region, shows terminators

harn_tang_line_display yes/no

Specify whether on not to turn on the display of all the internal segments of cables when displaying “thick cables”.

Diagram Setup File The diagram setup file is similar to the drawing setup file, in that, it controls the display characteristics of the diagram. It has the same file extension (*.dtl) and is loaded, modified, stored, the same way as the drawing setup file. It contains some of the same settings like drawing_text_height, default_font, draw_arrow_length, etc. However, it also has the unique options that only apply to Pro/DIAGRAM. An example diagram setup template file is include that can be used for a D sized diagrams printed on B-size printer with 0.5 in grid spacing.

Here is a list of options that are different for the diagram setup template file compared to the default settings:

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def_wire_label &wire_name&spool_color &spool_wire_gauge

Sets the default information to show in the wire label

def_wire_break_label SH.&wire_opp_sheet &wire_opp_sym/&wire_opp_node

Sets the default wire break label name

wire_note_above NO Sets the offset of wire notes for wires

rail_note_above NO Sets the offset of rail_notes from the rails.

default_para_conn_text_height

0.05625 Sets the default parametric connector text height.

Break_point_size 0.01 Sets the size of wire break symbols

Wire_default_prefix W Defines the prefix of the default wire name

Wire_default_suffix 001 Defines the start number or letter of the default wire name

Cable_default_prefix C Defines the prefix for cable names

Cable_default_suffix 001 Defines the start number or letter of the default cable name

Pc_node_label &label Sets the content of node label for parametric connectors. This label is a user-defined pin parameter of the parametric connector

Node_radius .01 Sets the size of the nodes displayed in symbols

Rail_node_radius .01 Sets the size of nodes displayed at attachments points between two rails or

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between a wire and a rail

Drawing_text_height .15 Sets the default text height for all text in the drawing using values set for “drawing_units”.

Configuration file (Config.pro) A configuration file is used to preset environment options and other global settings. For instance, every time the assembly is retrieved, you want your cables to show as “thick cables”. This can be set in your configuration file. The best way to learn Pro/ENGINEER is to run the product using the default settings installed on your system. Once you are familiar with the ways these defaults operate, you can easily change them according to your needs. You can customize the way Pro/ENGINEER handles many of its operations and global settings by defining values for configuration options in a configuration file. After Pro/ENGINEER loads all of its executable files, it reads a text file containing one or more lines defining options. You can add, delete, or modify lines in this file to change the way Pro/ENGINEER runs from session to session. General Rules for Configuration File Options: Configuration file options generally use the format config_option_name value where config_option_name defines the option that you want to set, and value determines the setting for that option. For each configuration file option, Pro/ENGINEER has a default value. If you do not add the option to your configuration file, Pro/ENGINEER uses this default value. For example, the configuration file option prompt_on_exit tells Pro/ENGINEER whether it should prompt you to save your working files when you choose File > Exit. By default, Pro/ENGINEER exits without prompting you to save modified files. If you want to change this default behavior, you can add the following line to your configuration file: prompt_on_exit yes Pro/ENGINEER reads this configuration file option when it runs and will subsequently prompt you to save modified files before exiting.

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The configuration file can also include settings for tolerance display formats, calculation accuracy, and the number of digits used in sketcher dimensions. Again, Pro/ENGINEER assumes default values for variables that can be specified in the configuration file but are not. You can add comments to the configuration file by entering [!] at the beginning of a line. The default configuration file name is config.pro.

Storing Configuration Files Pro/ENGINEER can read configuration files from several areas. If a particular option is present in more than one configuration file, the latest value is the one used by the system. At startup, Pro/ENGINEER first reads in a protected system configuration file called config.sup. It then reads in configuration files from the following directories, in the following order: 1. loadpoint/text (loadpoint is the directory in which Pro/ENGINEER is installed)-Your system administrator may have put a configuration file in this location to support company standards for formats and libraries. Any user starting Pro/ENGINEER from this loadpoint uses the values in this file. 2. Login directory-This is the home directory for your login ID. Placing your configuration file here lets you start Pro/ENGINEER from any directory without having a copy of the file in each directory. 3. Startup directory-This is your current or working directory when you start Pro/ENGINEER. Notes: The local config.pro file (in your startup directory) is the last to be read; therefore, it overrides any conflicting configuration file option entries. It does not, however, override any config.sup entries. For detailed information about specific configuration file options, see Configuration File Options in Pro/HELP. Check out the config_template.pro settings for everything from DIAGRAM, CABLING, HARNESS-MFG, DRAWING, and more.

Mapkeys

Mapkey allows the user to create keyboard macros, which map frequently used command sequences to certain keyboard keys or sets of keys.

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By adding custom mapkeys to your toolbar, you can automate your workflow in a visible way. You can use Mapkeys with a single menu command. If you are a newer user, you can borrow mapkeys from co-workers without having to remember cryptic abbreviations.

Several mapkeys have been added to the end of the config_template.pro file. These mapkeys are listed below with the functionality:

cl Centerline Displays 3D harness in centerline mode

dim Create Dim Create drawing dimension

dr Drag Loc Drag Location dynamically

fd Del Feature Delete Feature

gf Grid off Turns grid display off

go Grid on Turns grid display on

gs Grid Snap Toggles grid snap on/off

gt Get Table Retrieve table for diagram/drawing

ip Int portions Toggles display of internal portions

len Len Info Find length of wire/cable

mt Marker Display

Toggles marker/tie wrap display

no Create note Create a text note

pt Path Info Find path of cable/wire

rd Ref Des Toggles display of reference designator

tc Thick Cable Displays 3D harness in thick cable mode

up Update Log Update all logical references

ut Update Table

Update all repeat region tables

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Windows Environment Configuration (Config.win)

The config.win file controls the configuration of the window environment. This file controls what icons show up on the toolbars, where the icons are located around the screen, is the model tree inside/outside the window, etc. Also, the user can also take mapkeys and create user-defined icons for placement on your toolbar.. To create other icons, follow these directions:

With the Commands page in the Customize dialog box, you can create a toolbar that is specific for your needs. You can click, drag, and drop the buttons where you want them in the Pro/ENGINEER toolbar.

The Commands Categories consist of commands that are most helpful in the core modules, for example, Drawing, Sketcher, and Manufacturing. You can also move buttons that you have defined for mapkeys to the toolbar.

To customize screen commands:

1. From the menu bar, choose Utilities > Customize Screen. The system displays the Customize dialog box.

2. Click the Commands tab.

3. Select a Pro/ENGINEER category in the Categories list.

4. The system displays the buttons available for this category under Commands.

5. Click a button and then click Description to see the current image and text for the selected button. Click the image display to return to the dialog box.

6. Under Categories, select Mapkeys; under Mapkeys, select a specific button and click Modify Selection to choose from the following options.

Delete—Delete the selected button.

Copy Button Image—Copy the selected button's image to the clipboard.

Paste Button Image—Paste a copied button image on the selected button.

Reset Button Image—Reset the selected button to its original image.

Choose Button Image—Display the Pick Mapkey Icon dialog box to choose from a set of created images.

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Edit Button Image—Display the Button Editor dialog box to edit the pixels that make up the image on the selected button.

Text Only—Display text only on the selected button.

Image and Text—Display image and text on the selected button.

Image Only—Display the image only on the selected button (the default).

You can also select a system-supplied command and click Modify Select; in this case, the only available option is Copy Button Image.

7. Drag the button to any toolbar in the current window.

8. To remove a button from the toolbar, drag it off the toolbar while the Customize dialog box is open.

Color setting (Color.map) You can specify the color for any part or assembly. If you do not modify the appearance, Pro/ENGINEER assigns a default color. A color can be defined through levels of HSV (hue,saturation, and value) or RGB (red, green, and blue). Additionally, an appearance can also contain information such as:

· Reflection

· Highlights

· Transparency

· Textures

You can define an appearance by color alone, texture alone, or a combination of both color and texture. For example, you can define an appearance with a color that is covered by a decal3/4part of the decal being transparent so that the color is seen underneath it. You can display an appearance in the Appearances Palette by color swatch (fastest) or by rendered sphere (slower) by clicking the option underneath the palette. Click the middle mouse button over the rendered sample spheres in the Appearance palette to update any unrendered entries in the palette.

Appearances are saved with the model, but when the model is loaded the appearances are not loaded into the palette. You can load a saved appearance file, use Modify from Model to add the model appearances to the palette, or enter an appearance file as pro_colormap_path in config.pro to load the appearance file for each Pro/ENGINEER session

Appearances are saved with the model, but when the model is loaded the appearances are not loaded into the palette. You can load a saved appearance file, use Modify from Model to add

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the model appearances to the palette, or enter an appearance file as pro_colormap_path in config.pro to load the appearance file for each Pro/ENGINEER session.

1. Click the Appearance button or click View > Model Settings > Color & Appearances.

2. Create the desired appearances.

3. Click File > Save.

4. Use the File browser to name the appearance file. If you save a color.map file in the directory where you start Pro/ENGINEER, it is opened each time you start a new session.

You can set a wire,cable, and sheath default color within the cable's spool file. If the value of the spool COLOR parameter for the cable is the name of a color present in the View > Model Setup > Color & Appearances dialog box, cables created from the spool use that color. If there is no COLOR value for the spool, or if you want to override the spool default value, you can use the View > Model Setup > Color & Appearances dialog box to update the color of a selected cable. If you edit a cable's color this way, all cable segments created from its spool are also updated to the new color. Any cables created from the spool after editing use the new color. However, the new color is local to the design file, the spool COLOR value is not updated in the spool file.

You can also use the Utilities > Colors > Entity dialog box Geometry tab to set a default color for cables that have no spool COLOR value, or that have not been edited using the View > Model Setup > Color & Appearances dialog box as described above.

Model Tree

The Model Tree window lists every object in the design in an hierarchically-ordered tree format. The window can be set to "float" or to be embedded in the work area. If you have multiple windows open, the Model Tree is active for the active window. You can filter the Model Tree display by item type or status, for example, showing or hiding datum objects, or suppressed objects. You can use an icon on the main toolbar to show or hide the Model Tree. You can also save and reuse the configuration settings for the model tree in a .cfg file

The icon next to each item in the tree reflects its object type, for example, assembly, part, feature, or datum. The icon can also show the display or completion status, for example, suppressed or unregenerated.

Selecting in the Model Tree You can use the model tree to select features or parts for editing when they are not visible in the graphics window. When an item is selected, you can click the right mouse button to select object-specific commands from a pop-up menu.

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Adding Columns You can add informational columns to the model tree window, containing, for example, parameters and values, assigned layers, or feature name for each item. You can use the cells in the columns to perform context-sensitive edits and deletions.

Reordering Items You can reorder objects in the design by dragging them up or down in the model tree. If you move a child object to a level above its parent, the parent is moved also to retain the parent child context.

To Show Cabling Parameters

1. Tree > Columns Display

2. Type> Cabling Info or Cabling Parameter

Add parameters to the list with the right arrow key.

To Reuse Model Tree Configurations 1. Click Utilities > Model Tree Settings > Save.

2. Accept the default name tree.cfg or assign a new one.

3. Click OK.

You can use the configuration file option mdl_tree_cfg_file to specify a tree configuration file to be loaded when Pro/ENGINEER is started.

Note: Click Utilities > Model Tree Settings > Load to retrieve a configuration file.

Search and Filter

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The simplest search uses only one parameter to qualify items in the Model Tree.

This type of search provides the most general results.

1. Click Tree > Search to display the Search dialog box for the Model Tree.

2. Click an information type from the Type list and corresponding values from the Value list. For predefined information types, predetermined items appear in the Value list on the right. Refine your criteria by selecting = (equals) or != (does not equal). Note: All but one of these parameters directly refers to a column type available in the Model Tree. The parameter Model Expression refers to an expression that will be searched for in the Model parameter list.

3. If you Click the Model Parameter type, enter the name of the parameter in the text box below the Value list.

4. Click Add/Change to add the current definition of the criteria to the list of search criteria at the bottom of the dialog box.

5. Click Find to carry out a search in the Model Tree. Beginning from the top of the Model Tree (or the current cell if one is selected), the search engine moves to the next item that meets the search criteria.

6. Click Close when finished searching.

Notes:

· To remove a search condition and use a different one, select the condition in the list of search criteria and click Remove. The condition clears and a new condition can be used. To alter a condition, select a condition and click Add/Change. You will then be able to redefine

Start models Start models are very useful for getting a quick head start on designs of connectors, diagrams, harness drawings, etc. and have everyone in your organization adhere to company standards.

3D Connector parts Connector parts consist of Pro/ENGINEER models with associated model parameters that have been designated. Each connector is required to have at least one coordinate system to represent the contact for the wire. The user can have more than one coordinate system to model how the wires fan out at the end of connectors. The model parameters are used for manufacturing purposes. For instance, the part parameters my include user defined parameters like mfg_catalog_num, description, vendor, etc. These parameters will show up in the Bill of Materials for the assembly drawing.

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LABORATORY PRACTICAL

EXERCISE 2-1: Defining a connector part from a template

In this exercise, you will learn how to create a connector part for your designs. This model has many inherent features that make it easy to route to, assemble, get information, etc.

Pull up an example connector and become familiar with the features, views, layers, parameters, etc. These methods will be beneficial for the development of your own 3D library of connectors.

The connector part should be start by using one of your standard parts that contains the correct named views and three orthogonal planes. See figure 1.

Retrieve part “step-1.prt.

/OPEN/”STEP-1.PRT”

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Figure 1: Start template

Let’s look at a few things. First, the views. Noticed that name views are set up for FRONT, TOP, SIDE, etc.

/VIEW/SAVED VIEWS

Next, the standard parameters that are setup. These parameters are useful for display in the bills of material table, designation for INTRALINK/PDM, and can be used in relations as well.

/SETUP/PARAMETERS/INFO

Notice there are many parameters in this one model that can have different attribute values for each instance.

Next, let look at the layering scheme. An intelligent layering scheme allows the user to select items by layer and only display/blank items by layers.

/VIEW/LAYERS

1) 01 layers are for the planes in the model

2) 02 layers are for the coordinate systems, notice that there are coordinate systems for just one entry for the model (02_ENTRY_PRT) and a layer for all the pins (02_PIN_PRT). Also, there are coordinate system layers for how the connector gets mated in the assembly (02_MATE_CSYS)

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3) 03 layers are for the axes. The axes are either for the mounting locations or for the cable locations.

4) 04 layers are for curves. The curves are either for extend out of the connector for assembly or for showing where to cut out geometry on the mating component.

5) 05 layers are for points. The cable point is beneficial for routing wire/cables up to prior to fanning out.

6) 06 through 10 are other various layers for geometry contained in the model.

Retrieve part “step-2.prt”

Now we create the geometry of the connector. This part is made up of several protrusions and cuts for the mounting holes, mounting plate, and connector plug. See figure 2 below.

Figure 2: Connector geometry

Retrieve step-3.prt. The next step is to create all the pinholes. This is done in 3 steps. First, create a reference datum plane to measure all the pinholes off of.

/DATUM/PLANE

Second, create a linear hole and a coordinate system along the axis of the hole to represent the end of the wire.

/FEATURE/CREATE/HOLE/use the appropriate references

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/DATUM/COORDINATE SYSTEM/TWO AXES/Select the hole axis and create the other axes from two planes for placement. See figure 3.

Figure 3: Pin holes

Now group the hole and coordinate system and create a group pattern.

/GROUP/LOCAL GROUP/Pick the hole and coordinate system

/PATTERN/Select the new group/define the number and increment

Retrieve “part-5.prt”

Once the geometry is there, we can add relevant datum features to help with assembly, routing, etc.

Create a single coordinate system in the center of the connector to represent the location for all wires/cables to be routed. This is beneficial when the user wants only one coordinate system for routing.

/DATUM/COORDINATE SYSTEM/

Create a datum curve extend out from the entry coordinate system just created. This will represent the straight length of wire(s) coming out of the connector.

/DATUM/CURVE/SKETCH

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Create a datum point along the curve. This will represent the end location for networks.

/DATUM/POINT/ON CURVE/

See figure 4 below.

Figure 4: Entry and cable curve

Also, create two coordinate systems on the opposite side of the entry coordinate system to represent mate in/mate out conditions. This coordinate system can be used to assemble the connector to other coordinate systems in your assemblies. See figure 5.

/DATUM/COORDINATE SYS

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Figure 5:Mate in/mate out coordinate systems

Retrieve step-5ste.prt. The last major step to the creation of connector models is to create family tables and add relation to have various configurations. Let’s look at the relations for this model. Notice how nicely commented the relations are, this helps explain how the model is setup.

/RELATIONS/EDIT

Also, family tables are very useful because with one model file, the user can create many different instances. These instances can easily be interchange in your assemblies. Look at the table for this model. It contains parameters for number of pins, description, part_no, and weight; all values that can be displayed in a BOM repeat region table.

/FAMILY TABLE

Pro/E Family Table STEP-5

INST NAME NUM_PINS DESCRIPTION_LINE_1 VENDOR_PART_NO WEIGHT !GENERIC 50 FAMILY TABLE FAMILY TABLE 0.081473 681-0126-013 9 CONN,DPLG,HDP20,HS

G,9POS,TIN 205204-4 0.081473

681-0126-014 15 CONN,DPLG,HDP20,HSG,15POS,TIN

205206-3 0.081473

681-0126-001 25 CONN,DPLG,HDP20,HSG,25POS,TIN

207464-2 0.081473

681-0126-002 37 CONN,DPLG,HDP20,HSG,37POS,TIN

205210-3 0.081473

681-0126-015 50 CONN,DPLG,HDP20,HSG,50POS,TIN

205212-3 0.081473

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Hopefully this exercise introduced you to the concept of intelligent, connector models built from a template part. Utilize these concept with your own library components

Inpart Libraries

InPart Mechanical uses the Internet to help increase design engineers’ productivity. It provides access to an Internet based portal of over 1,000,000 mechanical and electro-mechanical CAD models and over 20 million technical specifications, created in partnership with leading component manufacturers.

Customers subscribe to InPart Mechanical on an annual basis to gain access to the world's largest 3D CAD library of standard components through their existing Internet connection. Through InPart Mechanical, engineering organizations can connect with suppliers and quickly find existing components that meet their design needs. These components can then be downloaded right into their CAD system, eliminating the time spent modeling the component and locating the supplier. CAD models are available in the following formats: Pro/ENGINEER, CADDS 5i, Pro/DESKTOP, IGES customized for 22 different CAD packages, 3D STEP and 2D DXF.

The models are Pro/ENGINEER models built to spec and contain a lot of intelligent information. When a user downloads the model, it contains the parametric geometry built to spec, a selective list of intelligent parameters, a matching of layering schemes, and the ability to route harness to a single or multiple entry coordinate systems depending on the users needs. Check out several example InPart models that have been included in the pro_stds_elec\library_dir\Inpart. To learn more about the InPart, refer to the URL at http://www.ptc.com/products/inpart/index.htm

Cabling Assemblies Cabling is an assembly application. If you think about it, a harness is used to electrically connect up various connectors and components in a design. The assembly structure in Pro/E becomes vary important to manage the references and to obtain the appropriate deliverables desired.

The electrical skeleton part plays a key role in the cabling assembly structure. It is used to assemble connectors, represent solid geometry, and reference for routing.

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LABORATORY PRACTICAL

EXERCISE 2-2: Defining a cabling assembly structure In this exercise, you will learn how to setup a cabling assembly structure. A good knowledge of top-down design techniques is helpful.

Let walk through the exercise of creating an electrical assembly structure: subassembly (Case # 2).

Create assembly start template.

/FILE/New/Use default template/elec_asm_template.asm

Notice, the views and three-default datum and coordinate system are created.

Next, create the common parameters for this assembly. Any parameter that you want to show up in tables, search on in Intralink, need to be added to the assembly.

/SETUP/PARAMETERS/CREATE/DESCRIPTION/TBD/DESIGNATE/Check the parameter box.

Add any other additional parameters that you want for your electrical assembly template.

Next, you will set up the layering scheme for the assembly template.

/VIEW/LAYERS

/FILE/OPEN STATUS FILE/”asm_conn_layers.pro”

This will read in additional layers to allow for blanking connector layers from the assembly level.

Place template file in the directory with all your other start files and set the configuration file for default assembly templates to the new created template.

/UTILITIES/PREFERENCES/designasm_template/give full path to template file just created.

Now every time you create an assembly, it will let you use this template as a starting design.

Next, let create the mechanical assembly.

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/FILE/NEW/Use template for cabling which has layers, views, parameters, etc./”MECHANICAL”

In that new assembly, assemble the mechanical component(s) the BOX.

/COMPONENT/ASSEMBLE/”box.prt”/CONSTRAINT TYPE/DEFAULT

In the assembly MECHANICAL, create a new subassembly called ELECTRICAL.

/COMPONENT/CREATE/”ELECTRICAL”/ You can also select the model tree and select the mechanical assembly. Now hold down the right mouse button and select “Create Component”.

/COPY FROM EXISTING/COPY FROM/Browse to elec_asm_template/OK

PLACE using DEFAULT constraints

Create a skeleton in the ELECTRICAL assembly.

/MODIFY/MODIFY SUBASSEM/Pick Electrical.asm

/COMPONENT/CREATE/SKELETON MODEL

Accept default name “ELECTRICAL_SKEL”

COPY FROM/Browse and select “startpart.prt”/DONE/DONE

Copy Geometry using associative shrink-wrap from the mechanical components to help with assembling connectors, for routing, and for interference.

/MODIFY/MODIFY SKEL

/FEATURE/CREATE/DATA SHARING/SHRINKWRAP

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In SHRINKWRAP dialog, Select INCLUDE DATUMS/pick on the axis of the box./OK/DONE

The system creates an associative lightweight representation of the mechanical components in the skeleton part. The skeleton model now is the only component references for routing to organize referencing and reduce part/assembly retrieval for routing. You can check out the references for this model using the global reference viewer. /INFO/GLOBAL REF VIEWER

See figure below of skeleton shrink-wrap.

Create a coordinate system in the skeleton for connector placement.

/DATUM/CSYS/THREE PLANES/Select the wall/MAKE DATUM for the other two and offset from the bottom and side. Have Z direction of coordinate system point normal into the wall and x along the longitudinal direction. See figure below.

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Assemble connectors in the electrical subassembly using only skeleton for reference.

//CLOSE WINDOW

OPEN/ELECTRICAL.ASM/

/REF CONTROL/SKELETON MODEL/OK

ASSEMBLE/COMPONENT/conn_fixed.prt/

/CONSTRAINT TYPE/COORDINATE SYS/Pick coordinate system in skeleton/pick “MATE” CSYS in connector See figure below

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You also can assemble connectors by mate/align/orient to the skeleton geometry and datums.

You can add additional connector to the assembly or move to the next step.

Create network.

A network is used to define the major pathways that a harness will route in the assembly. The benefit of routing to the electrical assembly is the references are just to the connectors and the electrical skeleton model. This assembly is self-contained and very lightweight for performance. Let create some network locations in our assembly.

/APPLICATIONS/CABLING/HARNESS/”H1”

/NETWORK OPTIONS/ROUTE

/PNT/VRT/CSYS/pick pt on the connector

/FREE/FREE, select two free locations on the skeleton model

/ALONG AXIS/pick the axis of the hole which is part of the skeleton model

/FREE/FREE select two more free locations on the skeleton model

See figure below:

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AutoRoute harness.

Now let go back and make a change to the size of the box and the location of the hole.

/MODIFY/MODIFY PART/Select the hole and change it from 6 to 3/Select the initial protrusion and change it from 12 to 15./DONE/DONE

/REGENERATE AUTOMATIC

The shrink-wrap skeleton and the routing for the harness and the connector location all update to the change. See figure below.

This example was for a very simple model. These concepts of top-down design are very useful and important for even the most complex design. A little thought at developing a good assembly structure can help tremendously. Some key benefits include better reference control, collaborative design among electrical and mechanical disciplines, organization of assembly structure, and to maximize performance of the system.

Start Diagram

Pro/DIAGRAM captures logical connection information and represents it graphically as wires, cables, components and pins. You can use Pro/Diagram to output component lists and wire lists, either as schematic reports or as formatted ASCII text files.

Diagram-specific tools let you-

· Use symbol libraries of electrical and mechanical components.

· Perform quick and easy routing of connections between components with automatic generation of wire lists.

· Compare the diagram to its corresponding cabling assembly or wirelist information from an ASCII file.

· Organize the diagram by layers. You can place wires, connectors, and cables on a layer, even if they are on different sheets.

Start diagrams can help the user have the many of the common items already included when he starts a diagram.

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LABORATORY PRACTICAL

EXERCISE 2-3: Defining a start diagram In this exercise, you will learn how to setup a diagram template. This will involve create a diagram with an intelligent format, reading in the appropriate diagram setup file and adding some Pro/REPORT tables.

1) Create a C-size diagram

/NEW/DIAGRAM/”template”

/EMPTY/C/OK

2) Setup the grid spacing to be ½ inch. This will set how the connectors and wires will be spaced. Turn grid off.

/MODIFY/GRID/GRID PARAMS/X&Y SPACING/0.5

/GRID OFF

3) Read in the standard diagram setup file for a C-size drawing. Note the changes from the default setting are highlighted with a green light. You will also set the format for position location labels.

/ADVANCED/DRAWING SETUP/RETRIEVE (OPEN ICON)/”diagram_template.dtl”/Scroll through options/Set the pos_loc_format to “SH %s, %x%y, %r”/ADD/CHANGE/

APPLY

4) Select format to place on drawing and add location grid.

/OPEN/FORMAT/”c_diagram.dgm”

/ADVANCE/LOCATION GRID/DELETE/OK

You are going to create the grid from scratch.

/DEFINE/GRID OUTLINE/PICK BOX/VERTEX/pick the upper left-hand corner and the lower-right-hand corner.

/GRID ORIGIN/pick the upper left hand corner

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/COLUMNS/BY PICK POINTS/NUMBERS/ON ENTITY/Pick the tick marks starting from the first tick mark separating 1 and 2/repeat until all columns are set/DONE. See figure below.

/ROWS/BY PICK POINT/LETTER/ENTITY/Select the tick marks separating the letters start with A & B. Repeat until all the rows are set.

/DONE/DONE/DONE

The location grid in the format can now be used to locate any 2D item, i.e. connectors, wire terminations, etc. in a Pro/REPORT table and/or parametric note. For instance, the location for J1 connector may list as SH1, A7. The format for how this is displayed is controlled by the drawing setup option, pos_loc_format

Add the new format to the diagram template.

/OPEN/”template.dgm”

/SHEETS/FORMAT/ADD/REPLACE/WORKING DIR/”c_diagram.dgm”

The next common things you will want to place on your template diagram are your tables for the wirelist, connector/component locations, and a parts list of connectors and terminals. These tables are Pro/REPORT tables with repeat regions already set up to fill in as you add items to the diagram.

/SHEETS/ADD

TABLE/SAVE/RETRIEVE/RETRIEVE/”dgm_wirelist.tbl”place table in the upper left-hand corner.

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Repeat for the other two tables “dgm_conn_loc” and dgm_conn_term_bom”.

To use the template diagram for a new diagram design, use the SAVE AS command.

/OPEN/”template.dgm”/SAVE AS/”new_diagram.dgm”

/OPEN/”new_diagram.dgm. Begin your design. This operation of starting a new diagram from the template can also be automated using a mapkey and icon as shown earlier in this document.

Spools Each wire and cable in the design must be created from a predefined spool. Each spool has a unique name and a unique set of parameters and values that are passed to the wire or cable when the wire or cable is created. The spool, when defined, is saved within the harness file. It can be written out to a text file (.spl) which can be referenced in new diagram or cabling designs.

Wire spools contain parameters for a single insulated conductor: name, type, color, gauge, etc. Some parameters are for documentation only; others are used in calculations. Cable spools contain parameters for a set number of conductors, and property descriptions for each conductor in the cable.

Wire Spools Wire spools require values for Name and Type. The name value is the unique identifier; the type value is WIRE, to differentiate it from a cable spool. Other common but optional parameters defined in the wire spool are color, wire_guage, and thickness. Some optional parameters, for example min_bend_radius, provide integer values for calculations in Pro/DIAGRAM. (Click See also for a link to a list of common wire spool parameters, and a sample wire spool file.)

Cable Spools Cable spools have the same required parameters as wire spools, plus the required parameter num_conductors, which defines the number of insulated conductors included in the cables that will be created from the spool. When you create a cable spool, you edit the new cable spool file in Pro/TABLE to include an integer for the number of conductors and a define conductor- enddef section for each conductor. (Note: Although you can legally create cable spools without the define conductor sections, you should set the conductor definitions up if you intend to use the diagram as a logical reference for autorouting in Pro/CABLING.

Active Spool When you first start to route a wire or create a cable, you are prompted to select a spool to create the wire or cable from. The selected spool becomes the active spool. The spool name is

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displayed in the lower right corner of the design area. Any further wires or cables you add are created from their respective active spool. You may change the active spool to a different spool at any time.

Notes The information defined in a spool is important for any Pro/REPORT tables and wire or cable labels you create. You can write a spool file in ASCII format to be retrieved for use in other drawings.

The configuration file option, pro_spool_dir, lets you specify the directory where spools are stored. If this configuration file option is not set, the current working directory is used.

Example: Wire Spool File Here is a sample wire spool definition.

NAME 16BR

TYPE WIRE

COLOR BROWN

MASS_UNITS POUND

MIN_BEND_RADIUS 0.15

THICKNESS 0.06

UNITS INCH

WIRE_GAUGE 16

WIRE_CONSTRUCTION STRANDED

Example: Cable Spool File Here is an example of a simple 3-conductor cable spool. Required lines are in bold:

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Here are some examples of a sheath spool: Loom: NAME SHEATH_LOOM_TEMPLATE ! Spool Type TYPE SHEATH ! Type of sheath SHEATH_TYPE TUBE ! Wall thickness WALL_THICKNESS 0.05 ! Minimal Bend Radius MIN_BEND_RADIUS 1 ! Units UNITS INCH ! Outer diameter OUTER_DIAMETER 1 DESCRIPTION LOOM,_ Tape: NAME SHEATH_TAPE_TEMPLATE ! Spool Type TYPE SHEATH ! Type of sheath SHEATH_TYPE TAPE ! Wall thickness WALL_THICKNESS 0.000438 ! Minimal Bend Radius MIN_BEND_RADIUS 0.008752

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! Units UNITS INCH ! Preshrink inner diameter PRESHRINK_INNER_DIAMETER 0 DESCRIPTION TBD ! Width WIDTH 1 Shrink-tubing: NAME HEAT_SHRINK_TEMPLATE ! Spool Type TYPE SHEATH ! Type of sheath SHEATH_TYPE SHRINK ! Wall thickness WALL_THICKNESS 0.1 ! Minimal Bend Radius MIN_BEND_RADIUS 1 ! Units UNITS INCH ! Preshrink inner diameter PRESHRINK_INNER_DIAMETER 0 DESCRIPTION HEAT_SHRINK,_ Note: Sheath spools can only be created in Pro/CABLING. The are no sheath spools in Pro/DIAGRAM.

2D Symbol Parameter files Components and "fixed" (non-parametric) connectors in Pro/DIAGRAM are represented by drawn symbols. Symbols can be defined and saved in both Drawing and in Diagram mode. When you place a symbol in the drawing, you place an instance of the symbol based on a definition that has already been created. There can be many symbol instances referencing the same symbol definition, each with a different reference designator to distinguish between them. For more information on creating symbols, see the Pro/ENGINEER drawing guide.

A symbol in Pro/DIAGRAM must have a certain set of parameters. Two parameter types can be included:

· Symbol definition parameters to identify the symbol.

· Node parameters identifying nodes. (If nodes are necessary in the symbol)

Symbols may be assigned any component or connector parameters. You can only modify symbolic representations of components and fixed connectors (such as the shape of the symbol, nodes, and the location of notes) only by redefining the reference symbol definition.

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If you redefine a symbol, all component/connector instances in the diagram that reference the same symbol also change.

These parameters are useful for the logical referencing and are passed down to the 3D model when the user designates his connectors in the 3D cabling assembly. These logical parameters are either stored in the diagram or a Neutral Wirelist.

About Parameters in Pro/Diagram

Diagram reference objects (components and connectors) and connections (wires, cables, and rails) all have parameters associated with them. For connections, some parameters are passed from the spool that the wire or cable is added from, and other parameters are specified for the individual wire or cable after it is added to the diagram. Every entity has the following parameter types:

Required- the conductor or component must have values defined for these parameters.

Optional- These are not required to define the object, but are included as commonly used informational fields, for example, COLOR_CODE (Wht, Blk, Rd, etc.). If the value is an integer, the parameter may be used in manufacturing design calculations, for example, MINIMUM_BEND_RADIUS for a cable.

Optional- user-defined You can define a new parameter and value for informational output as required, for example, SUPPLIER_NAME.

The connector parameters for the models fall under three categories; required, optional, and user-defined. The required parameters include reference designator, model name, object type, gender and number of pins. The optional parameters include items like description. Some user-defined parameter could be pin_plating and attached_to.

Components vs. Connectors

A component is a symbol with the parameter OBJ_TYPE = COMPONENT associated with it. Components use reference designators as unique identifiers and include properties for pins. Connectors are a subtype of component with the OBJECT_TYPE value of CONNECTOR. A connector can use two additional parameters; GENDER (MALE or FEMALE) at the component level and ENTRY_PORT at the pin level. These parameters are used specifically to pass information to Pro/CABLING. The gender is a design reference for the intended solid model, and is required for connectors. The entry port is the name of a coordinate system on the solid model that specifies the beginning or end of a connection. (In Pro/CABLING, you use the entry_port parameter to designate pin to pin wire and cable connections for manual cabling or autorouting.)

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The component and connector parameters can be saved to file. The user will want to create a library of connector/component parameter files that can be used to read in the important parameter information. This information is stored in a *.spm file. Here is an example of a component parameter file: DESCRIPTION <SHORT DESCRIPTION> LOCATION TBD FUNCTION_1 TBD FUNCTION_2 TBD AMPS TBD VOLTS_PRI TBD VOLTS_SEC TBD FRAME_SIZE TBD HERTZ TBD PWR TBD RPM TBD OHMS TBD PSI TBD OBJ_TYPE COMPONENT MODEL_NAME <3D MODEL FILE NAME, NOT THE PART_NO> REF_DES Here is an example of a connector parameter file: DESCRIPTION OBJ_TYPE CONNECTOR REF_DES MODEL_NAME TBD NUM_OF_PINS 1 GENDER FEMALE DEFINE PIN 1 SIGNAL_NAME SIGNAL_VALUE ENTRY_PORT ENTRY TERM_NAME TBD TERM_AUTO_ASSIGN TRUE LABEL A PIN_PLATING TIN PIN_GENDER M ENDDEF

SYMBOLS

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A strong proficiency with symbols is essential to building a successful electromechanical foundation. Much of the Pro/DIAGRAM portion of the foundation is the creation of the connector symbols, component symbols and their respective parameter files.

Diagram symbols are the same as drawing symbols, but their parameters are more extensive and the proper creation of nodes is important. For this reason, we present drawing symbols first, and diagram symbols second in the exercises.

Creating Drawing Symbols

A drawing symbol is a collection of draft geometry and text. When you use a symbol in a drawing, it becomes a single entity or instance. To place it in a drawing, you can either retrieve it from a symbol library or create your own user-defined symbol. If the symbols that you need are commonly used throughout industry, you may be able to purchase a symbol library such as a welding symbol library. If you cannot acquire a library, or the available symbols do not meet your company standard, you can use Pro/ENGINEER to create your own.

Creating Symbol Geometry To place a symbol on a drawing, you must first create it and save it as a Pro/ENGINEER symbol with a “.sym” extension in a specified directory. You can use these four basic techniques to define a symbol:

• Create an original symbol by using the 2-D drafting functionality.

• Copy 2-D draft geometry from an existing drawing.

• Copy an existing symbol and alter its geometry.

• Import a symbol from another CAD system.

Creating an Original Symbol

Pro/ENGINEER allows you to define an original drawing symbol by drafting the geometry using a combination of lines, arcs, circles, splines, points, and chamfers. With this technique, you can define the shape of the symbol and also add notes or cross-sections to it.

Copying 2-D Draft Geometry from an Existing Drawing

In some cases, it may be easier and less time-consuming to copy a symbol from an existing drawing that was not created in Pro/ENGINEER (that is, created using another CAD

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package). Pro/ENGINEER allows you to import the drawing and then copy the symbol geometry to create a Pro/ENGINEER symbol.

Copying an Existing Symbol

In those cases when you need a symbol that is nearly identical to one that you have already created, you can copy the existing symbol and change it to create a new symbol. This technique saves you time by preventing duplication of effort.

Importing a Symbol

You can use an IGES, DXF, SET, and CGM symbol that was created in another CAD package by importing it into Pro/ENGINEER. Once you have imported it into the system, you can change it by adding or removing geometry or notes.

Adding Text to a Symbol

You can place text on a symbol as a free note. The system places invariable text on a symbol by default, which means that you cannot change the text and it remains the same every time you use the symbol. To create text that varies depending on the placement of the symbol, you can add variable text to the symbol.

Using Variable Text

If the text in your symbol must differ depending upon where you use the symbol in your drawing, you can create the text as variable using the Var Text page of the Symbol Definition Attributes dialog box (Figure 2). To create variable text, enclose the text within two back slashes (for example, \note\). This allows you to change the value of the text when you place the symbol on a drawing. You can specify the type of text to show in the note as text, integers, or floating points.

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Figure 2: Creating Variable Text

You can also show parameter values in the variable symbol text so that the symbol text updates when the parameter changes. To display the dimension value in the symbol, enter [&dim] as the only preset value for the variable text. When you place the symbol on a drawing and pick a dimension, the system shows its value in the symbol. You can use this technique with any user-defined parameters, as well as Pro/REPORT parameters.

Grouping Symbols

When you need to create several symbols that have similar geometry, you can create a family of symbols, referred to as a group. A single generic symbol contains all entities pertaining to a particular symbol family. You can arrange geometry and text from the generic symbol into groups and subgroups, as shown in Figure 3.

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Figure 3: Symbol Groups

For this example, you would create a generic symbol containing a horizontal line and two triangles. From that generic symbol, you would then create two groups—Group A and Group B—defining them as exclusive. By doing so, you cannot combine Group A and Group B to create an instance; you can only use them separately. With these groups, you can create two instances of the symbol: Instance 1 contains Group A and the horizontal line, whereas Instance 2 contains Group B and the horizontal line. The horizontal line appears in both instances because you did not include it in a group. Any entity not in a group appears in all instances.

For the second portion of the example, you would create the same groups, but define them as independent. By doing so, you can use them separately or together to create an instance. This creates three instances in this family.

Controlling Symbols

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You can control the display of symbols in your drawings by defining their placement and setting their height.

Symbol Placement

When you originally create a symbol, you must define the allowed placement types to limit the ways in which other users can place the symbol. If you assign the placement type as “free,” for example, other users could only place the symbol on the drawing as free without using a leader. You should set the placement type according to the standard for the symbol you are creating. You should allow other users some flexibility, but prevent them from placing it incorrectly.

Symbol Height

You can control the size of a symbol when you create it by setting the height to a fixed size or as variable. If the symbol height is fixed, the size of the symbol always remains the same. To specify the height as variable, you can use three different methods by selecting the appropriate options from the Symbol Instance Height area of the Symbol Definition Attributes dialog box (Figure 4):

Base it on the units of the drawing. To use this method, you must change the drawing setup file.

Base it on the units of the model. The system automatically adjusts the symbol’s size to stay proportional to the model if you change the view scale.

Relate it to the height of specific text in the symbol. The system changes the size of the symbol if you change the height of the specified text.

Figure 4: Symbol Attributes

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Storing Symbols

Since you use drawing symbols frequently to detail your drawings, you could save time by establishing a symbol library of user-defined symbols. To specify the directory in which Pro/ENGINEER should store each symbol, set the configuration file option “pro_symbol_dir.” If you do not specify a path in the configuration file, the system stores symbols in the working directory. You can enter an offset path that branches off of “pro_symbol_dir.” For example, for a UNIX-based system, if you have specified “pro_symbol_dir” as /usr/proe/symbols, then:

If you press <Enter>, the system places the symbol in /usr/proe/symbols.

If you enter [down_one_dir], it stores the symbol in /usr/proe/symbols/down_one_dir.

You cannot go up the directory tree by entering [..].

If you want to store the symbol in a directory that you cannot access as an offset of the current “pro_symbol_dir,” change “pro_symbol_dir” before you begin.

You do not have to store the symbol to use it in a drawing. However, if you do not write it to disk, the system only stores it locally in the drawing and does not make it available for use in other drawings or by other users.

PLACING SYMBOLS ON A DRAWING

When placing symbols on a drawing, Pro/ENGINEER allows you to retrieve a system symbol or a user symbol. You can obtain system symbols by purchasing a library of welding symbols, electronic symbols, etc. User symbols are available only if you or another user has already created them and stored them in an accessible directory. Once you retrieve the appropriate symbol, you must specify the following using the Symbol Instance dialog box:

• Relationship between the symbol being placed and the original symbol

• Values for the variable text in the symbol

• Groups that the system should include in this instance

Defining the Relationship between the Symbol Instance and Original Symbol

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When you place a symbol on a drawing, you should specify if you want the system to change the symbol instance when the original symbol changes (Figure 5). Using this method, you can avoid having to manually update existing drawings every time the symbol definition changes (for example, because of a new standard).

If you do not need to reflect those changes in the symbol instance, you can simply place it independently of the original symbol. Pro/ENGINEER then creates a copy of the instance locally in the drawing.

Figure 5: Symbol Placement

Changing Variable Text Values in a Symbol Instance

When you place a symbol with variable text on a drawing, you can use the Var Text page of the Symbol Instance dialog box to change the content of the note included in the symbol instance (Figure 6). To modify the text, you can select any values that you specified when you defined the symbol, but the system limits you to one value for each instance of variable text.

Figure 6: Variable Text

Selecting Groups to Include in the Instance

After you create a family of symbols by defining a group, you can use the Symbol Instance dialog box to place one of the instances of this family on a drawing. When you select the

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Grouping tab at the top of the dialog box, Pro/ENGINEER displays the tree representation of the grouping hierarchy of the symbol (Figure 7).

Figure 7: Symbol Groups

If the groups are independent, you can select any number of groups to build the instance; whereas if the groups are exclusive, you can only select one group to include in the instance. As you select these groups to include, you can view the symbol as it changes in the Preview box on the right side of the dialog box. When the symbol appears to be correct, you can then place it on the drawing by returning to the Placement page of the dialog box.

REDEFINING EXISTING SYMBOLS

Once you have placed a symbol on a drawing, you can redefine it at any time using the same method that you used to create it originally. You can change variable text values, grouping information, allowed placement types, and text or lines styles, as well as add or remove geometry or notes.

Note: Redefining a symbol affects the display of all subsequent instances and all

symbol instances that you have added to the drawing using the By Reference option.

Updating a Redefined Symbol in a Drawing

When you place a symbol in a drawing after redefining it, the system does not require you to update it in the drawing to reflect the most recent definition. It only asks you to update it if the version of the retrieved symbol is later than the version of a symbol on the drawing that has the same name. Updating the drawing symbol changes every symbol in the drawing with that name. If you do not update it in the current drawing, any additional instances that you create are of

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that version, not the most recent one. To update an existing symbol, retrieve it into the drawing and enter [Y] when Pro/ENGINEER asks you if you want to update all instances of the symbol in the current drawing to the most recent version.

CONFIGURATION FILE OPTIONS

Table 1 lists the available configuration file options that control drawing symbols.

Table 1: Configuration File Options Affecting Drawing Symbols

Option Value Definition pro_surface_finish_dir directory path Sets the default directory

to which the system saves surface finish symbols and later retrieves them.

pro_symbol_dir directory path Sets the default directory from which the system saves symbols and later retrieves them.

sym_leader_orient_move_ text

no yes

Automatically regroups a symbol after moving text.

DRAWING SETUP FILE OPTIONS

Table 2 lists the available drawing setup file options that control drawing symbols.

Table 2: Drawing Setup File Options Affecting Drawing Symbols

Option Value Definition node_radius default

value Controls the display of nodes in symbols.

sym_flip_rotated_text no yes

Flips any text in a Rotate Text symbol that is upside down. If set to “yes,” and the symbol orientation is +/-90°, the system flips the text, rotating along with the symbol.

CONNECTOR & COMPONENT SYMBOLS Diagram connectors are represented by symbols with parameters. This section describes how to create fixed connector with one view (single view) or multiple view connectors (MVC).

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You can create two types of fixed connectors: single view and multiple view. With a single view connector, only one symbol represents the connector. With a multiple view connector—referred to as an “MVC”—many symbols represent the same physical component or connector (with only one reference designator). A multiple view connector or component appears as a single object in the Bill of Materials and has, collectively, only one reference designator and one set of parameters that apply to all views.

Fixed Connectors

While the shape of a parametric connector is fairly consistent and system-defined, the shape of a fixed connector is actually “fixed,” represented by a user-defined symbol composed of a set number of nodes and parameters. You place a fixed connector the same way that you would place a parametric connector, but you must retrieve the symbol (Figure 8).

Figure 8: Fixed Connector Example

Multiple View Components

You can create multiple view components in Pro/DIAGRAM. A multiple view component uses instances of existing symbols to represent portions of a complex component in multiple views. Each view can be moved, translated, and placed on various sheets individually. A multiple view component appears as a single object in the Bill of Materials and has, collectively, only one reference designator and one set of parameters that apply to all views.

You create a multiple view component by including the symbols that represent the various views of the multiple view components.

The symbols that are used to define a multiple view component can also be used individually as regular components that are not associated with a multiple view component.

If a symbol is used both individually and in a multiple view component, any parameters that are set for the individual symbol do not affect the multiple view component. A symbol can be used more than once in a multiple view component definition as different views of the multiple view components.

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Note: You must first create individual symbols and then define a multiple view

component by including the individual symbols. For example, if a multiple view component consists of a contact and a coil,

both the contact and the coil must first be created individually before they can be brought together to define a multiple view component.

The reason that MVCs are used is to make the diagram more readable. If a connector has 120 pins, say, showing all of those pins and connecting wires in a single view would be a mess. Multiple views allow fixed connectors and components similar flexibility to parametric connectors.

To create a multiple view connector or component, you use instances of existing symbols to represent portions of a complex connector or component in multiple views. You can then move or translate the views, and place them on various sheets individually. Once you have defined a multiple view connector, you can add an instance of it to a Pro/DIAGRAM drawing using the Instance option in the REF OBJ TYPE menu.

Note: Since you use existing symbols to create an MVC, you must create the

symbols in Drawing or Diagram mode before defining the MVC. If you use the symbols to create an MVC and also use them individually as

regular components (or connectors), any parameters that are set for the individual symbols do not affect the MVC and vice-versa. You can use a symbol more than once in an MVC definition as different views.

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Figure 9: Example of a Multiple View Connector

Creating Components

A component is a symbol composed of a set of defining parameters and node points for connecting wires, which represents an electromechanical device. It is very similar to a fixed connector except that it does not have a parameter “GENDER,” and the default value for “OBJ_TYPE” is “COMPONENT” rather than “CONNECTOR.” To create a component, you use the same procedure that you would use to create a fixed connector.

• To create a single view component, you place predefined symbols on the diagram.

• To create a multiple view component, you use a collection of predefined symbols to represent one electromechanical device or assembly. As with multiple view connectors, you must create these symbols before you can create the component.

Entering Parameters for a Connector or Component

MVC symbol usedfor small

connectors

MVC symbol used for larger connectors

Node symbol used more than once

This multiple view connector allows you to customize pin locations. It consists of at least one of the small and large connector outline symbols. You add the node symbol many times. To use it,

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To specify parameters for the connector or component description, you can use the Parameters for a Component Instance dialog box or embed the parameters in the connectors by reading in existing files. When you create a new connector or component, the Parameters for a Component Instance dialog box appears with some information provided (Figure 10). You can then add the required and optional parameters.

Figure 10: Parameters for a Component Instance Dialog Box

• To add pin information, select Pins from Radio button and view expand and modify the pin values. To embed the parameters in connectors, you can read in existing files using the File/Read option.

• To write the connector parameters to a file (with a .spm extension) for later use, you can use the File/Write… option.

Note: You can use any text editor outside of Pro/ENGINEER to manipulate the

files, as long as you retain the appropriate format and values.

Using Legacy Data

Customers often have a library of diagram symbols already developed in another system (e.g. AutoCAD). These symbols can be used as the basis of the Pro/DIAGRAM symbol library.

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The best way to do this is to output the existing symbols in DXF format. Many times, the symbols will be stored together in a collection of drawing sheets. Create a new drawing in Pro/ENGINEER and import the DXF symbol data.

The “Copy from Drawing” functionality can be used during symbol definition to capture much of the geometry of the legacy symbols. Note that the nodes and REFDES note must be added. Be sure to put the nodes on the standard grid points.

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LABORATORY PRACTICAL

EXERCISE 2-4: Creating a Symbol with Variable Text In this exercise, you create a symbol using variable text and then place it on a drawing.

Retrieve the plunger body drawing and draft the geometry of a symbol. Add a note to the symbol with variable text. 1. Retrieve PLUNGER_BODY_SYMBOLS.DRW.

2. Create the symbol shown in Figure 11. Choose Create from the DETAIL menu; then choose Symbol. From the SYMBOL TYPE menu, choose Definition and then Define. Enter [delta] as the name of the symbol. Increase the size of the subwindow by dragging the corner of the window to a new location.

Figure 11: Delta Symbol

3. Set up the draft grid by turning it on, changing the grid size, and turning on the grid snap. Choose Modify from the DETAIL menu; then choose Grid, Draft Grid, and Grid On. Choose Grid Params and X&Y Spacing; then enter [0.4]. Turn on the grid snap by choosing Environment from the Utilities pull-down menu; then select Snap to Grid. Select OK to finish.

4. Zoom in to approximately 4 grid squares. Press <Ctrl> and the left mouse button. Drag the mouse towards the bottom of the screen to zoom in.

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5. Using the 2-D drafting functionality, sketch a triangle. Use two grid squares for the horizontal length and the height of the triangle. Choose Sketch from the DETAIL menu; then choose Line, 2Points, and Pick Pnt. Sketch the three sides of the triangle. Since you are not using a chain, pick a starting point and ending point for each line.

6. Round off the corners of the triangle with three fillet arcs. Choose Arc and Fillet; then pick the two lines that compose the corner of the triangle. Enter [0.1] as the radius of the arc. Repeat this procedure for each corner. Return to the DETAIL menu by selecting Return from the DRAFT GEOM menu.

7. Turn off the grid snap. Choose Environment from the Utilities pull-down menu; then unselect Snap to Grid. Select OK.

8. Create a note in the center of the triangle. Choose Create from the DETAIL menu; then choose Note. From the NOTE TYPES menu, choose No Leader, Enter, Horizontal, Standard, Center, and Make Note. Locate the note in the center of the triangle.

9. Create the note so that so that you can easily change the text when you place it. Enter [\num\] as the note text and press <Enter> to finish.

Define the attributes of the symbol. Allow any user to place the symbol using free placement, a left leader, or a right leader. Define the height of the symbol based on the text height. Specify the preset values of the variable text as the numbers one through five.

1. Define the attributes of the symbol. Choose Attributes from the SYMBOL EDIT menu.

2. Using the Symbol Attributes dialog box (Figure 12), define the attributes so that the person that places the symbol can use a free placement, a leader attached to the left side, or a leader attached to the right side. Select Free. Specify the symbol origin by picking the arc at the top of the triangle. Select Left Leader and pick the arc on the left side of the triangle. Select Right Leader and pick the arc on the right side of the triangle.

Figure 12: Symbol Attributes

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3. Define the height of the symbol based on the height of the variable text in the symbol. Select Variable – Text Related and pick the variable note as the reference text.

4. Specify the preset values of the variable text as the numbers one through five. Select the Var Text tab. Select Num on the left side of the dialog box and enter the numbers 1 through 5 in the Preset Values for area (Figure 13). Select Integer so that the system only uses integers in this symbol. Select OK to finish defining the symbol attributes.

Figure 13: Variable Text

5. Save the symbol for use in future drawings. Choose Done from the SYMBOL EDIT menu and Write from the DWG SYMBOL menu. When the system prompts you to specify the directory in which to save the symbol, press <Enter>. Choose Done/Return from the SYMBOL TYPE menu to return to the DETAIL menu.

Place the symbol “delta” on the plunger drawing with a leader. 1. Place the symbol “delta” on the plunger drawing. Choose Create from the DETAIL

menu; then choose Symbol and Instance. Choose Delta from the Symbol Definition drop-down list (Figure 14) in the Symbol Instance dialog box.

Figure 14: Symbol Placement

2. Attach the symbol to the lower left view with a leader, as shown in Figure 15. In the Placement area of the dialog box, select With Leaders from the Type drop-down list. Accept the defaults On Entity and Arrow Head, and pick the right side edge of

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the lower left view. Choose Done Sel and Done to place the symbol with one leader. Locate the symbol to the right of the view.

Figure 15: Symbol Location

3. Change the variable text to display the number 3 on the symbol. Select the Var Text tab; then select 3 from the drop-down list for the “num” variable text. Select OK from the dialog box to finish placing the symbol.

Note: After you place the symbol, you can use Move and Mod Attach to change

its position, Modify to change the number for the variable text, and Modify, Symbol to reopen the Symbol Instance dialog box.

Place a surface finish symbol on the plunger body drawing. Machine the symbol with a roughness height of 32.

1. Create a surface finish symbol on the plunger body drawing. Choose Create, Surf Finish, Retrieve, Machined, Standard1.sym, and Open.

2. Attach the symbol to a surface with a leader. Choose Leader from the INST ATTACH menu and pick the surface shown in Figure 16. Choose Done Sel and Done. Pick a position for the symbol and enter [32] as the roughness height. Use the Move and Mod Attach options to reposition the symbol.

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Figure 16: Surface Finish Symbol

Create a new symbol to use as a BOM balloon. Copy the symbol created earlier and add two notes to use for the item number and the quantity. Create the values as variable text notes so that they will change when you use them in a drawing.

1. Create a new drawing symbol called “DELTA_BOM.” Choose Create, Symbol, Definition, and Define. Enter [DELTA_BOM] as the symbol name.

2. Copy the symbol “delta” that you created earlier in the exercise. Choose Copy Symbol; then select DELTA.SYM from the dialog box. Select OK to finish. Locate the symbol in the middle of the new window and choose Done from the ADJUST INST menu. Press <Ctrl> and the mouse buttons to zoom in on the symbol.

3. Change the variable text in the symbol to use the item number in a BOM. Choose Mod Text and Text Line; then pick the note. In the message area, backspace over “\num\” and enter [\item_num\]. Choose Done/Return from the MODIFY TEXT menu.

4. Create a note and locate it to the right of the triangle. Choose Create from the DETAIL menu; then choose Note. From the NOTE TYPES menu, choose No Leader, Enter, Horizontal, Standard, Left, and Make Note. Locate the note to the right of the triangle.

5. Create the note so that it displays the quantity for a component in an assembly. Specify the note text by entering [x \comp_qty\]. Press <Enter> to finish. Use Move in the DETAIL menu to align the notes vertically.

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Define the attributes of the symbol to use whenever you place this custom balloon on a drawing. 1. Define the attributes of the symbol with a left and right leader placement. Choose

Attributes from the SYMBOL EDIT menu. Select Free from the Symbol Attributes dialog box. Specify the symbol origin by picking the arc at the top of the triangle. Select Left Leader and pick the arc on the left side of the triangle. Select Right Leader and pick the arc on the right side of the triangle.

2. Define the height of the symbol based on the height of the variable text in the symbol. Select Variable – Text Related and pick the variable note as the reference text.

3. Define the default values for the variable text as the index number and quantity for the BOM. Select the Var Text tab. Select item_num on the left side of the dialog box and enter [index] in the Preset Values for: area. Select comp_qty on the left side of the dialog box and enter [qty] in the Preset Values for: area. Select Text and OK to finish defining the symbol attributes.

4. Save the symbol for use in future drawings.

5. Save and quit the drawing. Choose Save from the File pull-down menu; then select Close from the Window pull-down menu.

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Exercise 2-5: Creating Symbol Groups In this exercise, you create a group of symbols.

Create a new drawing and draft the geometry of the symbol by copying the draft geometry from the drawing. The geometry should consist of a circle, a square, and some arrows.

1. Change directory to the exercise_2-5 directory. Create a new A-size drawing called “groups.” Choose New from the File pull-down menu. In the New dialog box, select Drawing from the Type pull-down menu. Enter [groups] as the name and select OK to finish. For the default model, enter [none] and accept the defaults Set Size and Landscape. Choose A from the Standard Size drop-down list and select OK to finish.

2. Turn on the display of the draft grid and change the grid spacing. Choose Modify, Grid, Draft Grid, and Grid On. Choose Grid Params and X&Y Spacing; then enter [0.1]. Zoom in so that you can see approximately 20 grid squares across the screen.

3. Turn on grid snap. Choose Environment from the Utilities pull-down menu. In the Environment dialog box, select Snap to Grid and OK.

4. Create the sketch shown in Figure 17 using the 2-D drafting functionality. Create a square that is 10 grid squares by 10 grid squares. Choose Sketch from the DETAIL menu; then choose Line and 2Points. Sketch the geometry of the square.

Figure 17: Generic Symbol

5. Create a circle centered inside the square and with a diameter of 1.00. Choose Circle and Center/Dia. Pick the center of the square for the center of the circle; then enter [1] as the diameter.

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6. Create the arrows to the left and the right of the square. Choose Line and 2Points; then sketch the geometry of each arrow. Choose Return from the DRAFT GEOM menu to finish.

7. Create a note with variable text centered in the circle. Choose Create from the DETAIL menu; then choose Note. From the NOTE TYPES menu, choose No Leader, Enter, Horizontal, Standard, Center, and Make Note. Locate the note in the center of the circle. Enter [\no\] as the note text and press <Enter> to finish.

8. Change the text height to 0.25. Choose Modify from the DETAIL menu; then choose Text and Text Height. Pick the note and choose Done Sel. Enter [0.25].

9. Create a symbol called “GEN_SYM.” Choose Create from the DETAIL menu; then choose Symbol, Definition, and Define. Enter [GEN_SYM] as the name.

10. Copy the geometry from the drawing to create the symbol. Choose Copy Drawing and Pick Many. Pick all of the entities on the drawing and choose Done Sel. Pro/ENGINEER copies the entities into the subwindow.

Create some symbol groups for instances that have the square and one or two arrow s and for instances that have the circle and one or two arrows.

1. Create a group called “square” and pick all of the entities except for the circle. Choose Groups and Create; then enter [SQUARE] as the name. Choose Pick Many and draw a pick box surrounding the entire symbol. Choose Unsel Item and pick the circle. Choose Done Sel to finish.

2. Create a group called “circle” and pick all of the entities except for the square. Choose Create and enter [CIRCLE] as the name. Choose Pick Many and draw a pick box surrounding the entire symbol. Choose Unsel Item and pick one of the lines that compose the square. Choose Unsel Item again and pick another line of the square. Continue with this process until you have unselected the entire square. Choose Done Sel to finish.

3. Define the group attributes to be exclusive at this level so that when you use the symbol, you can only place one of the instances (square or circle) at one time. Choose Group Attr and Exclusive.

4. Change to the square level so you can create some variations of the square symbol. Choose Change Level, Square, and This Level.

5. Create two variations within the square group: one with the left arrow and the other with the right arrow. Choose Create and enter [LEFT_ARROW] as the name. Pick the square box, the note, and the arrow on the left side of the symbol; then choose Done Sel. Choose Create and enter [RIGHT_ARROW] as the name. Pick the square box, the note, and the arrow on the right side of the symbol; then choose Done Sel.

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6. Define the attributes at the square level as exclusive so that you can display the square on the screen as a symbol with a left arrow or a right arrow, but not both. Choose Group Attr and Exclusive.

7. Change to the circle level so that you can create some variations of the circle symbol. Choose Change Level, Up, Circle, and This Level.

8. Create two variations within the circle group: one with the left arrow and the other with the right arrow. Choose Create and enter [LEFT_ARROW] as the name. Pick the circle, the note, and the arrow on the left side of the symbol; then choose Done Sel. Choose Create and enter [RIGHT_ARROW] as the name. Pick the circle, the note, and the arrow on the right side of the symbol; then choose Done Sel.

9. Define the attributes at the circle level as independent so that you can display the circle on the screen as a symbol with a left arrow, a right arrow, or both. Choose Group Attr and Independent. Choose Done/Return from the SYMBOL GROUPS menu.

10. Define the attributes for this symbol using a free placement. Choose Attributes and select Free. Pick the center of the circle as the origin. Select the Var Text tab and enter [1] as the value for the variable text. Select Integer and OK to finish defining the attributes. Choose Done and Write. Press <Enter> to take the default directory.

11. Close the current window. Choose Window from the Close pull-down menu.

Create a new drawing and place the different variations of the symbol on the drawing. 1. Create a new A-size drawing called “symbols” in a landscape orientation.

2. Place the square variations of the symbol on the drawing. Choose Create, Symbol, and Instance. From the Symbol Instance dialog box, select Retrieve…, GEN_SYM, and Open. Select Free Note from the Placement Type drop-down list and pick a position on the drawing for the symbol. Select the Grouping tab and pick the plus sign beside “square.” Select Square, LEFT_ARROW, and New Inst.

3. Select the Placement tab and Free Note from the Placement Type drop-down list. Pick below the first symbol; then select the Grouping tab, Square, and RIGHT_ARROW. When you select RIGHT_ARROW, the system automatically unselects LEFT_ARROW because the attributes for the square level are set to exclusive. Select New Inst.

4. Place the circle variations of the symbol on the drawing. Select the Placement tab and Free Note from the Placement Type drop-down list; then pick to the right of the first symbol. Select the Grouping tab and the plus sign next to “circle.” Select Circle and LEFT_ARROW. When you select Circle, the system automatically unselects Square because the attributes for the top level are set to exclusive. Select New Inst.

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5. Select the Placement tab and Free Note from the Placement Type drop-down list; then pick a position similar to the one shown in Figure 18. Select the Grouping tab, Circle, and RIGHT_ARROW. When you select RIGHT_ARROW, the system does not automatically unselect LEFT_ARROW because the attributes for the circle level are set to independent. Select Place Instance.

6. Select the Placement tab and Free Note from the Placement Type drop-down list; then pick a position similar to the one shown in Figure 18. Select the Grouping tab, Circle, RIGHT_ARROW, LEFT_ARROW, and Place Instance. Select OK to finish.

Figure 18: Symbol Instances

7. Save and quit the drawing.

Exercise 2-6 Legacy Symbols

Create a new diagram with appropriate settings (units, text size defaults, grid etc. → FILE / NEW / DIAGRAM / (LEGACY.DGM, A4, Landscape)

ADVANCED / DRAW SETUP / MODIFY VAL (make sure that drawing_units is set to INCH) UTILITIES / ENVIRONMENT (check Snap to Grid) DETAIL / MODIFY / GRID / GRID PARAMS / X&Y SPACING (set to 0.2 INCH) DONE/RETURN / GRID ON / DONE/RETURN

Import legacy data into diagram FILE / IMPORT / APPEND TO MODEL / D0500A.DXF / NO / NO

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Note: Conversion of Units (INCH to MM in this example) OPTIONAL

Reset diagram settings to desired units and appropriate defaults and grid. ADVANCED / DRAW SETUP / MODIFY VAL (set drawing_units to MM and

drawing_text_heigh to 2.5) DETAIL / MODIFY / GRID / GRID PARAMS / X&Y SPACING / (set to 5 MM)

Rescale the legacy symbol to new units/grid INFO / DRAWING / MEASURE DRAFT ENTITIES (measure as shown in Picture. This is only necessary if you don’t know the scale factor.) DETAIL / TOOLS / RESCALE / PICK MANY / (select all symbol items) / DON SEL / (pick any grid point) / (enter scale 70/71.12 as measured or 25/25.4 as calculated which is 25mm/1 inch) / DONE/RETURN

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Aligning geometry of legacy symbol with Pro/Diagram Grid DETAIL / TOOLS / TRANSLATE / PICK MANY / (select all symbol items)

DON SEL / VERTEX / (pick upper left corner of symbol for instance) / PICK PNT / (pick some grid point in the middle of the diagram)

Creation of symbol instance. Create new symbol based on imported and rescaled geometry DETAIL / CREATE / SYMBOL / DEFINITION / DEFINE / D0500A/ COPY DRAWING / PICK MANY / (select all symbol items)

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Create nodes (logical pins) for symbol DETAIL / CREATE / NODE / MAKE NODE / (A1) / (pick on appropriate grid point to indicate placement of node) / (B1) …. (M) DELETE / PICK MANY / (select old pin label text A1,B1, ….,M) / DONE MODIFY / TEXT / TEXT STYLE / PICK MANY / (pick all node labels) / set angle to 90 and justify horiz to right) / OK / DONE/RETURN / DONE/RETURN (at DETAIL)

Assign default parameter set to symbol PARAMETERS / READ / COMP

DEFAULT (This reads a set of parameters which are required for a component. At this point also default connector parameters CONN DEFAULT or any set of user defined parameters OTHER could be

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applied. User defined parameter sets are stored in ASCII format files of type *.SPM. Any set of user defined parameters must contain at least the required parameters for that type of symbol, e.g. component or connector)

Modify and complete parameter set for symbol instance MODIFY / (set values of Parameters DESCRIPTION to AFT_TANK_PRESSURE_VALVE, REF_DES to D0500A_0001, MODEL_NAME to press_valve_020 and ENTRY_PORT of each pin to e_prot. The entry_port value of each pin could also be different, if the associated Pro/E model has an entry port CSYS for each pin.)

Create intelligent symbol labels DETAIL / CREATE / NOTE / MAKE NOTE / (type &ref_des <CR> &description) / DONE/RETURN MODIFY / TEXT / TEXT HEIGHT / (pick newly created text) / DONE SEL (3.5) / DONE/RETURN / DONE/RETURN DELETE / (pick old text to be replaced) / DONE/RETURN MOVE MANY / (pick newly created text) / DONE/RETURN / (move to replace deleted text)

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Clean up symbol instance UTILITIES / ENVIRONMENT / (uncheck Snap to Grid) MOVE MANY / (pick pin all label text) / DONE/RETURN / (move slightly downward & right so that GRD label is vertically centered with box and all labels are horizontally centered with its pins). / DONE/RETURN / DONE (at SYMBOL EDIT)

Finish & Write symbol to library (check Free in upcoming Window on General Tab) / VERTEX / (pick pin labeled A1) / OK / DONE (at SYMBOL EDIT) WRITE / NAME / (D0500A) / <CR> (If a default folder for storing symbols is defined in config.pro via PRO_SYMBOL_DIR this path is automatically used.) / DONE/RETURN (at SYMBOL TYPE)

Finish/Save Diagram

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EXERCISE 2-7: Create a Multi-view Component In this exercise, you create a multiple view component of a catalog part. A multiple view component can be a definition that consists of a contact and coil, for example. The numbers indicates the pin names.

Figure 19: Multiple View Component

Create the definition of the MVC. 1. Change your working directory to EX_07_SYMBOL_MVC. Create a new A-size

diagram named “mvc.drw.” Enable the grid display and snap (0.25” in X & Y).

2. Choose Create from the DETAIL menu, Symbol from the DETAIL ITEM menu, Definition from the SYMBOL TYPE menu, and Define from the DEFINITION menu.

3. Create the contact and coil as symbols to define a multiple view component using these symbols. Use [CONTACT] and [COIL] as the symbol names. Ensure that the nodes lie on the grid points.

4. Choose Component from the DETAIL ITEM menu and then Multi View.

5. Choose Definition to create a multiple view component definition. To begin definition of a multiple view component, choose Define from the MULTI VW DEF menu and enter [J1] as a name.

6. Specify the symbols you want to use in this multiple view component.

7. Choose Add View and retrieve the contact symbol that you defined earlier.

8. Next, choose Add View again to add the coil. Then, choose Done to complete your definition.

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Once a multiple view component has been defined, an instance of it can be added to a Pro/DIAGRAM drawing. The instance is a representation of the multiple view component and is added one view at a time. You will now create instances of the MVC on a diagram. 1. Choose Design from the DIAGRAM menu, then Create from the DETAIL

ITEM menu, and then Component from the DETAIL ITEM menu.

2. Choose Multi View from the REF OBJ TYPE menu and choose Instance from the MULTI VIEW menu. The MULTI VW INS menu appears with the following options:

Create - Set up a view by first retrieving a multiple view component and then selecting a view to display in your drawing.

Add View - Create a view by choosing a view from an existing multiple view component and then select a value from those remaining in the multiple view component to display in the drawing.

Info - Retrieve information about an existing multiple view component.

Note: If no views of the multiple view component instances have been created yet,

choose Create and retrieve the multiple view component. If the multiple view component you retrieve contains a symbol whose name already has been used in your diagram, that existing symbol definition is used.

For example, if your diagram already contains a symbol called COIL, and you

retrieve a multiple view component containing a symbol called COIL, the symbol definition COIL that already exists in your diagram drawing is used in the multiple view component.

If views of the multiple view component instance already exist in the diagram,

choose Add View instead and select one of the existing views.

3. If you chose to create a new instance of a multiple view component, enter appropriate parameter values for the new instance.

4. A menu appears that lists each view in the multiple view component that is unplaced. Choose the symbol that you want to place:

If the view you select contains only one or two pins, the DGM SYM PLACE menu appears. The extra menu appears so that you can insert the pin symbol in a wire.

If the view contains no pins, you select a location to place the symbol in the same way you place any symbol.

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5. Repeat this step until you have placed all the views you require. Choose Done/Return from the REF OBJ TYPE menu when you are finished.

Note: All views of a multiple view component must be placed on the same layer of

a drawing. However, views can be placed on different sheets. If views of the multiple view component instance already exist in the diagram, choose Add View instead and select one of the existing views. Views of a multiple view component instance can be placed on different sheets.

6. To display the name of the multiple view component to which a symbol belongs, choose Show Name from the MULTI VW DEF menu and then choose the symbol in question.

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EXERCISE 2-8: Creating Symbols for a Diagram In this exercise, you create a portion of a schematic diagram. Specifically, you set up the diagram, define symbols for fixed connectors and components, and then create and locate the connectors and components on the diagram.

Sheet 1

Sheet 2

Figure 20: Completed Diagram

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Create the diagram file in the appropriate directory. 1. Choose Working Directory from the File pull-down menu. Navigate through the

Select Working Directory dialog box. Select the EX_08_SYMBOL_DIAGRAM folder and OK.

2. Choose New from the File pull-down menu. Select Diagram, enter [METER_DIAG] as the name, and select OK.

3. Specify a C size and landscape orientation. Select OK from the New Diagram dialog box.

Change the working environment to make it easier to place components and connectors on the sheet.

1. Choose Modify from the DETAIL menu and Grid from the MODIFY DRAW menu.

2. Turn on the grid. Choose Grid On from the GRID MODIFY menu.

3. Modify the spacing. Choose Grid Params from the GRID MODIFY menu and X&Y Spacing. Enter [.25] as the value.

Turn on grid snap to place the components and connectors. 1. Choose Environment from the Utilities pull-down menu.

2. Select Snap to Grid and OK from the Environment dialog box.

Retrieve a diagram setup file into the diagram to define the default parameters such as text size, line styles, etc.

1. Choose Setup from the DIAGRAM menu and Retrieve from the DTL SETUP menu.

2. Select CABLE_STD.DTL from the current directory.

Tips & Techniques: Using the diagram setup file, you can establish a standard diagram definition

to use as a company standard. Later, if you modify a diagram setup file for a particular diagram, it will not affect your company standard diagram setup file. The system saves the changes with the diagram that you changed.

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Beginning with connector J1, construct the parametric connectors. Place, position, and size each of the parametric connectors shown in Figure 21.

Figure 21: Placing the Parametric Connectors

1. Choose Create from the DETAIL menu and Connector from the DETAIL ITEM menu.

2. Specify the type of connector. Choose Parametric from the CONN TYPE menu and Male (or Female) from the PARAM CONN menu.

3. Select an appropriate location for the connector on the diagram. Enter [3] as the desired number of visible pins. When the dialog box (shown in Figure 22) appears, enter the appropriate connector information.

Figure 22: Parameters for a Parametric Connector Dialog Box

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4. Enter [J1] in the Ref. Designator text box.

5. Enter [CONN_DIN96] in the Model Name text box.

6. Enter [6] in the No. of Pins text box (this is the total number of pins).

7. Select Apply to view the connector on the diagram, and OK to exit the dialog box.

8. Modify the connector’s presentation. Choose Relocate, Rotate 90, and Resize from the CONN VIEW menu.

9. Repeat Steps 1 through 8 to construct the other connectors.

Ref Des

Model Name

Type Visible Pins

Total Pins

Gender

J1 CONN_DIN96 Parametric 3 6 Male J2 CONN_DIN96 Parametric 6 6 Male J4 83723_E8 Parametric 2 2 Female J6 83723_E8 Parametric 2 2 Female J7 83723_E8 Parametric 2 2 Male

Define symbols for the J2, J4, J6, and J7 connectors.

Tips & Techniques: Sketching symbols for connectors is not the same as using Sketcher mode in

Pro/ENGINEER to create parts. In Pro/DIAGRAM, you use 2-D Sketcher mode to create simple draft entities. You cannot update these symbols later by modifying a dimension and regenerating. To create symbols at the appropriate size, you should use the grid squares as a reference, turn on the grid, and enable grid snap.

1. Define the shape of the symbol by sketching it. Choose Create, Symbol, Definition, and Define. Sketch the shape. You can create the sketch within Pro/ENGINEER using the 2-D draft functionality or import geometry from other programs if the symbols already exist.

2. Create nodes (or pins) to place the wires. Choose Detail, Create, and Node.

3. Create a parametric note to represent the reference designator. Specify the note text as “&ref_des.”

4. Use the Symbol Definition Attributes dialog box to define symbol attributes of the symbol, as you would in Pro/DETAIL:

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Place the symbol unattached (without leaders) or attach it to an entity (such as a model edge, draft geometry, or another symbol) without a leader.

Specify a fixed height for the symbol (the height of the symbol at the time that you created it), or a variable height.

Relate the symbol’s dimensions to the text height contained in the symbol.

Position the symbol text horizontally when rotating it with a symbol instance, or rotate the text with the symbol instance at the specified angle.

Figure 23: Symbol Definition Attributes Dialog Box

5. Read in some parameters to inform the diagram that the symbol being defined is actually a component or connector. Add the parameters to the connector and modify them as required. Choose Parameters, Read, and Conn Default.

6. Write the symbol to disk to create a library for future use (the Pro/ENGINEER library is available).

Define a symbol to use as a fixed connector. 1. Choose Create from the DETAIL menu, Symbol from the DETAIL ITEM menu,

Definition from the SYMBOL TYPE menu, and Define from the DEFINITION menu.

2. Enter [LCONN] as the name. The system displays a subwindow for sketching.

3. If necessary, change the grid parameters of the symbol subwindow. Choose Detail from the SYMBOL EDIT menu, Modify, Grid, and Grid Params. Enter [.25] as the new spacing value.

4. Zoom in on a small portion of the window and sketch the symbol. Choose Detail and Sketch to access the sketching commands. Refer to Figure 24 to determine the shape.

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Add nodes to the symbol. 1. Choose Create from the DETAIL menu, Node from the DETAIL ITEM menu,

and Make Node.

2. Enter [1] as the node name.

3. Place the nodes as shown in Figure 24.

4. Repeat Steps 1 through 3 to add Node 2.

Figure 24: Adding Nodes

Create the parametric note below the symbol to identify the reference designator of the connector in the diagram.

1. Choose Note from the DETAIL ITEM menu (or Detail, Create, and Note if you are not in the correct menu).

2. Choose No Leader, Center, and Make Note from the NOTE TYPES menu.

3. Locate the note and enter [&REF_DES].

Set up the connector parameters for the symbol. 1. Choose Parameters from the SYMBOL EDIT menu and Read from the SYM

PARAMS menu.

8 sq.

4 sq.

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2. Choose Conn Default from the READ SYM PRM menu. This file contains the connector parameters that you previously defined. It enables the system to recognize the symbol as a connector.

Note: If you do not read in the assigned parameters, the system cannot recognize

the symbol as a connector in the diagram.

Assign attributes to the symbol. 1. Choose Attributes from the SYMBOL EDIT menu. The Symbol Definition Attributes dialog box appears (Figure 25).

Figure 25: Assigning Attributes

2. Specify the placement type. Select Free, and specify a location on the sketched symbol to be the placement origin.

3. Specify the height of the symbol instance. Select Variable - Model Units, Fixed Text Angle, and OK.

4. Choose Done from the SYMBOL EDIT menu.

Finish the symbol and write it to disk. 1. Write the symbol to the default directory. Choose Write from the DEFINITION

menu.

2. Choose Done/Return to return to the DETAIL menu.

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Add the symbol to the diagram as a fixed connector. 1. Begin the connector definition. Choose Connector from the DETAIL ITEM

menu.

2. Describe the connector. Choose Fixed and Single View.

3. Specify the connector. Choose Name and LCONN.

4. Locate the symbol on the diagram.

5. Specify a view to which you can relate the size of the instance. Select a view and press the middle mouse button.

6. Enter [18] as the value for instance height. The Parameters for a Fixed Connector Instance dialog box should appear.

Figure 26: Adding a Symbol as a Fixed Connector

7. Provide the information shown in Figure 26; then select Apply to view the connector. Select OK to finish. Your diagram should look like the one shown in Figure 27.

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Figure 27: Diagram with Fixed Connector

Add connectors J3 and B1 to the diagram. 1. Set up the single view, fixed connector. Choose Connector, Fixed, and Single

View.

2. Choose Retrieve from the GET SYMBOL menu; then select FIXED_CONN from the current directory.

3. Enter [30] as the value for instance height; then locate the symbol.

4. When the dialog box appears, provide the following information.

Ref Des Model Name

Total Pins Gender

J3 LCONN 12 Female B1 LCONN 12 Female

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Place the T1 component on the diagram.

Note: Creating and positioning components in a diagram is very similar to creating

and positioning fixed connectors, but components also require the “COMPONENT” parameter. It is this parameter alone that distinguishes a connector from a component.

1. Begin the component creation and definition. Choose Design, Create, Component, and Single View.

2. Choose Retrieve from the GET SYMBOL menu; then select titf04 from the current directory.

3. Enter [2.5] as the value for instance height and specify the symbol’s location.

4. When the dialog box appears, enter the appropriate parameters. Enter [T1] as the reference designator name, [Transformer] as the model name, and [4] as the total number of pins. Do not specify a gender. When you have finished, your diagram should resemble Figure 28.

5. Save the diagram.

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Figure 28: Adding Connectors Proper use of Pro/REPORT is essential to the creation of electromechanical deliverables. Non-electromechanical users who desire to increase their proficiency in Pro/REPORT can also use this section.

Pro/REPORT Most of the deliverables from the electromechanical modules (about 80%) are the contained in the following tables:

• From/To lists

• Wire lists

• Bills of Materials

All of these tables are created through the use of Pro/REPORT. A strong familiarity with Pro/REPORT is essential to effective use of the electromechanical modules.

Fixed connectors

Component

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CREATING A BOM USING PRO/REPORT A Bill of Materials (BOM) is a listing of parts and part parameters that are contained within the current assembly. When creating an assembly drawing, it is often necessary to include a table showing the BOM. If you have a license for Pro/REPORT, you can use repeat regions to automate changes to the BOM. When you create a repeat region in a table, the system automatically reflects any assembly design changes in the BOM, which can save you time.

Note: If you do not have a license for Pro/REPORT, refer to Appendix A to learn

how to create a BOM and place it on a drawing as a note using the Info pull-down menu.

Generating a BOM Report To create an automatic BOM in Pro/ENGINEER, follow these three steps:

Create a table.

Define a simple repeat region.

Specify the information to include.

Creating a Table When creating a table to display an assembly drawing’s BOM, you should specify the placement and origin carefully to accommodate its growth as the system adds information. Specifically, you should specify the following:

• Proper direction of the table to prevent the table information from overlapping with other information on the drawing as the table grows.

• Large enough cell width to accommodate long component names and prevents them from overlapping with the table border.

• Proper cell justification cell to avoid having to adjust it later.

Defining a Simple Repeat Region After creating a table, you can then set up a simple repeat region—an area (rows and/or columns) of the table that duplicates itself to accommodate the amount of data that the model currently possesses. A simple region grows in one direction, repeating a row over and over. To create a simple repeat region, you must define the extent of the region, that is, the area of information that you want the system to duplicate. For a BOM report, this area is the outside cells of the row, as shown in Figure 2.

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INDEX NAME QTY

Figure 29: Simple Repeat Region

You can define as many repeat regions in a table as you need. Multiple regions offer the following advantages:

They separate bulk items from other components, allowing you to always position them at the top or the bottom of the table.

They create a nesting effect in the table so that all components appear under the subassembly to which they belong.

Specifying the Information to Include After setting up the repeat region, you should use report parameters to define the information that you want the system to include in the table. You can define parameters by typing them manually, or by making selections from a menu, which is easier and less time-consuming. If an option has an ellipse (…) following it, you must specify additional options to fully define the parameter. Table 3 lists some of the Pro/REPORT system parameters that you can use to create a BOM. For a complete listing, see the Drawing User’s Guide:

Table 3: Pro/REPORT System Parameters

Parameter Name Definition &asm.mbr.name Displays the name of an assembly member. &asm.mbr.type Displays the type (part or assembly) of an assembly

member. &asm.mbr.parametername Displays the value of “parametername” (a user-defined

parameter) for an assembly member. Ex: cost or vendor &rpt.index Displays the index number assigned to each record in a

repeat region. &rpt.level Displays the recursive depth of an item. &rpt.qty Displays the quantity of an item. To create a simple repeat region, you would specify the parameters, as shown in following figure.

INDEX NAME QTY &rpt.index &asm.mbr.name &rpt.qty

Figure 30: Entering Parameters for a Simple Repeat Region

Select this cell. Select this

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Tips & Techniques: If you show the same type of information for every assembly BOM, set up

the table and repeat region on a format. Whenever you add the format to a drawing, the system then fills the table automatically.

Manipulating a BOM Report When you create a BOM using Pro/REPORT, Pro/ENGINEER uses default values for many of the attributes to create the initial table, but you can change them later to manipulate the format of the table. After creating the table, you can make the following modifications to the listing to suit your needs:

Control the number of times a member appears.

Specify whether to include components in a subassembly.

Change the order in which the components appear.

Remove certain components.

Controlling Repeating Components When you initially create the table, the system creates a row for every instance of a component. For example, if you use a bolt eight times in the assembly, it appears on eight different rows because the default attribute of a repeat region shows duplicate occurrences (Duplicates). To prevent components from repeating, you can set the attributes of the region to either of the following:

No Duplicates – Lists duplicate occurrences of a component only once. Therefore, even if the assembly has eight bolts, that component only appears once in the table.

No Duplicates/Level – Lists duplicate occurrences of a component once for each subassembly in which you use it. Therefore, if you use a bolt in two different subassemblies, that component appears twice in the table.

Figure 31 shows an assembly with a sample BOM.

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Figure 31: Bill of Materials for Example Assembly

Controlling the Levels Searched for Components When you initially create the table, only the top-level components appear because the default attribute of a repeat region (Flat) prevents Pro/ENGINEER from searching through lower levels (Figure 32). If you want the system to search all levels of the assembly, set the Recursive attribute. You can also specify the Flat and Recursive attributes for individual subassemblies.

Components duplicated

Quantities added with No

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Figure 32: Region Attributes

Changing the Order of the List Once the system has filled the table, you can change the order in which it displays the components by sorting. You can sort the table by one or more parameters, moving forward or backward in order. For example, you could display components by type and then sort alphabetically by part name when the two components are of the same type.

Removing Components from the List If you want to omit a particular component or type of component from the BOM, you can set up a filter so that the system automatically removes those items from the listing. To remove information using this method, you can either filter items one by one or set up a rule to remove multiple entries. For example, to remove PART_A.PRT from the BOM, you can simply select that record to remove; however, to remove all components composed of the material steel, you could set up a rule to check for the material.

Using Operators to Set up a Rule To set up a rule, you use the comparison operators <, >, <=, >=, ==, and! =to compare the parameters of the filter. If a record in the table does not satisfy the filter equation, the system removes it from the table. For example, if you added the filter “&asm.mbr.type==part, the system would only show parts in the table. If you added the filter “&asm.mbr.material!=steel,” the system would remove steel components from the table.

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You can also use multiple values in filters. For example, if you added the filter “&asm.mbr.name==part_a, part_b, part_j”, only those three parts would appear in the table.

Showing the Correct Quantity When you include the quantity of a component in a repeat region, Pro/ENGINEER counts how many times a certain file is used in an assembly. For example, if BOLT.PRT were in an assembly four times, the system would assign it a quantity of 4. This would be acceptable if none of the components in the assembly are bulk items. Bulk items are components that are created within an assembly to “fill out” the BOM (such as glue, paint, and sealant), but do not actually appear in the assembly.

The system saves a bulk item to a file with a “.prt” extension and assembles it once, assigning it a quantity of 1 in the BOM. However, many bulk items should have a quantity such as “AS

REQUIRED.” To show the correct quantity, you can specify a relation using the parameter “&asm.mbr.qty,” as shown in

Figure 33. By incorporating this relation into the drawing, the system then assigns all bulk items a quantity of “AS REQUIRED,” but assigns the appropriate quantity to each component.

if asm_mbr_type = = ”bulk item” Qty = ”AS REQUIRED” Else Qty = rpt_qty Endif

Figure 33: Quantity Relation for a Bulk Item

Calculating a Total Cost A BOM report may contain a cost and quantity for each component. In Pro/ENGINEER, you can write a relation to calculate the total cost for each component (Figure 34).

if asm_mbr_type == ”bulk item” tcost = 0.0 Else Tcost = asm_mbr_cost * rpt_qty Endif

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Figure 34: Cost Calculations

In the table, use “&asm.mbr.tcost” as the report parameter in the column for total cost of each component. The total cost for a bulk item appears as zero; for a part or assembly, the system calculates the cost times the quantity (Figure 35).

Figure 35: Relation Added to Define Cost

Creating a Summation Finally, to calculate the total cost of the entire assembly, you could create a summation of the total costs of each component by specifying the particular column to sum and a name for the summation parameter. After creating the summation parameter, the system adds it to the table as it would any other text. For example, you could create a summation parameter called “total” to calculate the total cost, then enter [$ &total[.2]] to display the value as “$ 11.72” in the appropriate table cell (Figure 36). The “.2” specifies two decimal places.

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Figure 36: Summing the Cost

Continuing the Table on the Next Page If a table becomes too long to fit on one page, you can paginate it by breaking it at a particular row and continuing it on the next page, or you can create a new segment on the same page. As you add more information to the table, the system flows it into the next segment and adds more sheets as necessary. You can also repeat the header information from the original table on the next page.

Showing BOM Balloons Once you have completed the table, you can show BOM balloons on the drawings that are linked to a specific repeat region in the table (Figure 37). The balloons update if you change the assembly, add components, or remove them. You can also alter the balloon information to show any of the table columns.

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Figure 37: Examples of Simple and With Quantity Balloons

Creating Custom Balloons The default shape for a BOM balloon is a circle. To specify a different shape, you can create a custom balloon, which is simply a drawing symbol that contains variable text. To show the quantity or index number of a component in a custom balloon, set the default value of the variable text to “rpt_index“ or “rpt_qty,” respectively.

All BOM regions should use custom balloons, because customers often want to show multiple balloons to the same part in different views and multiple occurrences of a part in the same view. Simple balloons do not allow you to split and merge balloons, while custom balloons do.

DRAWING SETUP FILE OPTIONS Table 4 lists the available drawing setup file options that control repeat regions and BOMs in reports.

Table 4: Drawing Setup File Options Affecting Repeat Regions and BOMs

Option Value Definition def_bom_balloon_leader_sym

arrowhead dot filled_dot no_arrow slash

Sets the default arrow style for BOM balloons in new reports.

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integral box filled_box

max_balloon_radius 0 non-zero value

Sets the maximum allowable balloon radius. If set to “0,” balloon radius depends only on text size.

min_balloon_radius 0 non-zero value

Sets the minimum allowable balloon radius. If set to “0,” balloon radius depends only on text size.

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LABORATORY PRACTICAL

EXERCISE 2-9: Creating an Automatic BOM In this exercise, you create a simple repeat region to automate a Bill of Materials (BOM) so that the system automatically reflects changes to the assembly information. You also change the appearance of the BOM by modifying the repeat region attributes.

Create a table to display the Bill of Materials for the drawing. Include columns for the part name, type, quantity, cost, and total cost. Use a repeat region so that the BOM updates automatically to reflect changes in the design.

1. Retrieve BARREL_ASM.DRW.

2. Add C_MULTI_FORMAT.FRM to the drawing. Choose Format from the SHEETS menu; then choose Add/Replace. Select C_MULTI_FORMAT.FRM and Open. Specify which sheet to use. Enter [1] as the sheet number.

3. Create a table for the BOM on the drawing. Choose Table, Create, Ascending, Leftward, and Num of Char. Pick the lower right corner of the table as shown in Figure 38.

Figure 38: Table Location

4. Create six columns in this table. Using the mouse, pick immediately after the 6 for the first column, immediately after the 5 for the second column, immediately after the 4 for the third column, immediately after the second 2 (12) for the fourth column, immediately after the third 5 (25) for the fifth column, and immediately after the first 5 for the final column.

Locate lower right corner of the table here.

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5. Create three rows in this table. Pick immediately after the 2 for the first row, and immediately after the 1 for the second and third rows.

6. Define the justification of the columns. Choose Mod Rows/Cols, Justify, Column, Center, and Middle. Pick all six columns in the table.

7. Add text into the header of the table. Choose Enter Text, pick the lower left cell, and enter [ITEM]. Pick the next cell and enter [NAME]. Continue entering the text as shown in Figure 39.

Figure 39: Table Header

8. Justify the “NAME” column. Choose Mod Rows/Cols, Justify, Column, Left, and Middle; then pick the “NAME” column. The system maintains the center justification of the existing header, but left-justifies any new text.

9. Create a simple repeat region for the information in the BOM. Choose Repeat Region, Add, and Simple; then pick the cell above “ITEM” and the cell above “TOTAL COST.”

10. Define the information to include in the repeat region. Choose Enter Text and Report Sym. Pick the cell above “ITEM” and choose rpt… and index. Pick the cell above “NAME” and choose asm…, mbr…, and name. Pick the cell above “TYPE” and choose asm…, mbr…, and type. Pick the cell above “QTY” and choose rpt… and qty. Select the cell above “COST” and choose asm…, mbr…, and User Defined; then enter [cost]. Pick the cell above “TOTAL COST” and choose rpt…, rel…, and User Defined; then enter [total_cost].

11. Update the table with the information from the assembly. Choose Repeat Region and Update Tables. The table should display as shown in Figure 40.

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Figure 40: Initial BOM

Change the attributes of the repeat region to modify the BOM display. Components should appear only once in the table and all parts should be included in the BOM regardless of the level at which they reside.

1. The piston assembly displays in the table five times. Change the attributes of the repeat region so that a part appears only once for each assembly in which it is used. Choose Attributes and pick the repeat region in the table. Choose No Duplicates and Done/Return. Figure 41 shows the new table configuration.

Figure 41: No Duplicates

2. Change the attributes of the repeat region to include all levels of the assembly. Choose Attributes and pick the repeat region in the table. Choose Recursive and Done/Return. Figure 42 shows the new table format.

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Figure 42: Recursive

Change the information for the total cost column. Create a relation to calculate the total cost based on the quantity and cost values. Change the format of the cost and total cost values so that they only display two significant digits.

1. Display the total cost in the table. Write a relation to calculate the total cost based on the quantity and the cost. Choose Relations and pick the repeat region. Choose Add and enter [total_cost = asm_mbr_cost * rpt_qty].

2. Update the table with the new information for the cost. Choose Repeat Region and Update Tables. The table should display as shown in Figure 43.

Figure 43: Total Cost

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3. The cost and the total cost columns show three significant digits. Change these two columns so that they only show two significant digits. Choose Enter Text and Keyboard; then pick the cell above “COST.” Enter [&asm.mbr.cost[.2]] to cause the number to display two significant digits. Pick the cell above “TOTAL COST” and enter [&rpt.rel.total_cost[.2]].

4. Define a cost value for the barrel part. Choose Modify from the DETAIL menu; then pick the cell in the “COST” column for the barrel part. Enter [8.75] as the value.

5. Update the table to change the format for the cost. Choose Table from the DRAWING menu; then choose Repeat Region and Update Tables. The table should display as shown in Figure 44.

Figure 44: Number of Digits for Cost

6. Create a summation for the number of components in the assembly. Choose Summation and pick the repeat region. Choose Add and pick the first “QTY” cell in the region. Enter [assy_qty] as the parameter name. Pick the cell at the top of the “QTY” column to place the summation value.

7. Update the table to change the format for the cost. Choose Repeat Region and Update Tables.

8. Remove the names of assembly components from the table (Figure 45). Choose Filters and pick the repeat region. Choose By Rule and Add; then enter [&asm.mbr.type != assembly]. Choose Done from the FILTER REG menu and Done/Return from the FILTER TYPE menu.

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Figure 45: Assemblies Filtered Out

9. Create a summation for the total cost of the assembly. Choose Summation and pick the repeat region. Choose Add and pick the 8.75 for the barrel in the “TOTAL COST” column of the region. Enter [assy_cost] as the parameter name. Pick the cell at the top of the “TOTAL_COST” column to place the summation value.

10. Update the table to change the format for the cost. Choose Repeat Region and Update Tables.

11. The total cost of the assembly appears with three significant digits. The change that you made earlier does not affect this parameter because the summation is not within the repeat region. Change the number of decimal places for the total cost to two. Choose Modify from the DETAIL menu; then choose Num Digits. Enter [2] as the number of digits. Pick the assembly total cost value and choose Done Sel.

12. Combine the upper left cells and add a header for “TOTALS.” Choose Table from the DRAWING menu; then choose Modify Table, Merge, and Rows & Cols. Pick the upper left cell in the table and the cell directly to the left of the total quantity. Choose Enter Text and pick the new cell. Enter [TOTALS] as the cell text. The table should look as shown in Figure 46.

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Figure 46: Total Cost

Retrieve the barrel assembly and suppress the pump head part. Return to the drawing and notice that the system updated the BOM automatically. Change the table so that the ITEM numbers remain the same when you add or suppress components.

1. Retrieve BARREL.ASM.

2. Suppress the pump head part. Choose Component and Suppress; then pick the pump head. Choose Done Sel and Done to finish.

3. Return to the drawing. Choose BARREL_ASM.DRW from the Window pull-down menu. Notice that the pump head is no longer in the BOM and the numbers in the ITEM column have changed. If you delete a component from the assembly, you may not want the item numbers of components later in the table to change. Return to the assembly by choosing BARREL_ASM from the Window pull-down menu.

4. Resume the pump head part. Choose Component, Resume, All, and Done. Return to the drawing by choosing BARREL_ASM.DRW from the Window pull-down menu.

5. Change the table so that the deletion or suppression of a component does not affect the existing item numbers. Choose Table, Repeat Region, and Fix Index; then pick the repeat region. Choose Fix, Region, Confirm and Done.

6. Return to the barrel assembly and suppress the pump head again. Choose BARREL_ASM from the Window pull-down menu. Choose Component and Suppress; then pick the pump head. Choose Done Sel and Done to finish.

7. Return to the drawing to see how the table reacts. Choose BARREL_ASM.DRW from the Window pull-down menu. Notice that the item numbers did not change this time. Unfix the region by choosing Table, Repeat Region, and Fix Index; then pick the repeat region. Choose Unfix, Region, Confirm, and Done.

8. Return to the assembly and resume the pump head. Choose BARREL_ASM from the Window pull-down menu. Choose Component, Resume, All, and Done. Close the assembly window and return to the drawing by choosing Close and BARREL_ASM.ASM from the Window pull-down menu.

Add BOM balloons to the drawing that include the quantity. Use an alternate symbol on some of the balloons. 1. Show BOM balloons that include the quantity. Choose Table, BOM Balloon, Set Region, and With Qty; then pick the region. Choose Show and By

View; then pick the 3-D view of the assembly.

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2. Reposition the balloons appropriately and change the attachment locations. Choose Move from the DETAIL menu. Choose Mod Attach and pick a balloon. Choose Change Ref to change the reference to which the balloon is attached or choose Same Ref to move the arrow to a new position on the same reference.

3. Merge the balloons for the inner and outer races and the bearing spacer (Figure 47). Choose Table, BOM Balloon, and Merge. Pick the balloon for the inner race and then pick the balloon for the bearing spacer. Repeat this step to merge the balloon for the outer race with the bearing spacer balloon.

Figure 47: Balloon Locations

4. Split the balloon for the pistons to create two balloons. Choose Split and pick the balloon for the pistons. Enter [2] as the amount and attach the balloon to one of the other pistons. Locate the balloon toward the right side of the view.

5. Change the amounts in the balloons for the pistons. Choose Redistribute and pick the original balloon for the piston. Enter [1] as the amount to redistribute and pick the new balloon.

6. Change the type of balloon for the barrel part and the head plate. Choose Alt Symbol and pick the balloons for the barrel part and the head plate. Choose Done Sel, Retrieve, and DELTA_BOM.SYM (Figure 48).

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Tips & Techniques: To use a custom symbol on all balloons, use the Custom option when

setting the region.

Figure 48: Custom Symbol

Save the drawing and close the window. Choose Save from the File pull-down menu; then choose Close from the Window pull-down menu.

Start Harness Drawing A flattened harness assembly is the 3-D cabling harness after it has been laid out on a “nailboard” in the manufacturing assembly. This flattened harness assembly is used to make drawings of the flat harness. It can only be retrieved by either retrieving the manufacturing model or a drawing that references the flattened harness assembly. The flattened harness contains:

· Three assembly datum planes used for layout and orientation.

· An assembly coordinate system. The cables are laid out in the XY plane by default. You can twist the cable out of this plane using the FLATTEN > Twist command.

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· Flattened harness features—These are assembly features created in the flattened harness assembly as you lay out the cables of the 3-D harness. These features show the manufactured dimensions; for example the cable length from one location to another, or the bend radius and bend angle around a pin on the nail board.

· Components—The connectors at which cables terminate; and splices and components, through which they pass, can be assembled to the flattened harness. Wires can be fanned out to the correct entry port on connectors. You can also specify components to be attached to the harness in the 3-D assembly, in which case they will appear in the flattened harness. When you begin to manufacture a 3-D harness assembly, you are prompted for three object names:

· Manufacturing model (.mfg.—new file)

· Reference harness part (.prt—existing 3-D harness)

Note: If there are subharnesses, you can specify one.

· Flattened harness assembly name (.asm—new file)

The manufacturing model is the upper-level parent for the flattened data and consists of:

· The 3-D harness assembly as a reference (you cannot see the entire assembly on the screen, but you do see a simplified representation of the 3-D harness)

· The flattened harness assembly

· Manufacturing information

The flattened harness is updated automatically whenever you make changes in the shape or length of the 3-D harness. This lets you create the flat harness at the same time you route the 3-D harness.

This manufacturing model pulls in the entire 3-D assembly, not just the Simplified Representation in which the 3-D harness was routed for reference.

During the layout, you can add bends and twists to pre-form the harness for difficult contours during assembly.

You can use the View menu command, as well as the regular pan, zoom and spin commands on the 3-D harness while you are laying out the cable.

Modifying Flat Harness Features and Components

The following dimensions can be modified on the flat harness:

· Bend and Twist angles

· Bend radii

· Length of breaks

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· Location of breaks

Notes:

Þ Flattened cable portion lengths cannot be modified in Manufacture mode.

Þ Drawing dimensions of cables do not include the lengths of any breaks added in the layout of the harness

Start harness drawings are similar to start diagrams. They should have a standard setup file, format, tables, symbols, and notes. This template can then be used for all future harness drawings.

Some key points to think about when creating a harness drawing.

Use the appropriate harness drawing setup file.

Create scaled view(s) only

Create dimensions in the centerline environment

Retrieve production report tables

Select different Model/Reps for BOM repeat regions

Pin-out tables can replace front view of connectors

Use harness drawing symbols

Use parametric bundle label using the &name:att.

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LABORATORY PRACTICAL

EXERCISE 2-10: Pro/REPORT In this exercise, you create a drawing of a flat harness that contains all of the required tables, notes and balloons. This requires you to develop an expert knowledge of Pro/REPORT.

Figure 49: Completed Harness Drawing

Review the completed harness drawing. 1. Open the “harn_report.tif” file and review the harness drawing. On Windows NT, use the Imaging application from the Accessories menu.

2. Launch Pro/ENGINEER and change your working directory to the Exercise2-10 directory.

Create a new drawing for the flat harness

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1. Create a new B-size drawing named “harn_report” without a format.

2. Create a no-hidden view of the model “flat_rs_tail_light.asm” and ignore the warnings about the manufacturing model and its associated external references. You do not need the MFG file to create a drawing.

Create the bill of materials table. Note that this table contains spool information as well as a list of components and terminators.

1. Create a new table for the BOM. The table should be ascending and contain 7 columns and 4 rows.

2. Enter the column heading text into the cells of the 1st (bottom) row.

3. Create 3 repeat regions: one for each of the 2nd, 3rd and 4th rows. The first 2 regions contain all of the cells in the row. The 3rd region contains only the first 4 cells of the row. This is important.

Set up the table to display the spool information in the BOM table. 1. The first repeat region (2nd row) will contain the spool information. Enter the

following report symbols into this repeat region in the appropriate places:

rpt.index

harn.spool.len

“FT”

harn.spool.part_no

harn.spool.descr

harn.spool.mfg_name

harn.spool.mfg_cat_no

2. Enter the keyboard text “FT” in the unit of measure cell. Since this is a repeat region, the text will propagate to all rows in the repeat region.

3. Update the repeat region and switch the symbols.

4. Note that the spool lengths seem to be too long. Pro/ENGINEER computes the se lengths in the system of units used in the assembly (in this case inches.) However, the customer wants to see the spool lengths in feet and automatically add a little extra wire as a safety margin.

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5. Add a relation to the repeat region: [bom_spool_len=harn_spool_len/12+0.5] and overwrite the “harn.spool.len” symbol in the table with “rpt.rel.bom_spool_len.” This will show the calculated value in the table.

6. The customer wants the spool length rounded to the nearest 1/10th of a foot and to show a tick mark at the end of the number to indicate “feet.” To do this, modify the text of the cell that contains the “bom_spool_len” parameter and add a “[.1]’ ” as suffix. Note that you need to type in the square brackets. Update the table and view the results.

7. Sort the repeat region by the part number.

Set up the table to display the component information in the BOM table. 1. The second repeat region will contain the component information. Enter the

following report symbols into this repeat region in the appropriate places:

rpt.index

rpt.qty

“EA”

asm.mbr.part_no

asm.mbr.descr

asm.mbr.mfg_name

asm.mbr.mfg_cat_no

2. Enter the keyboard text [EA] in the unit of measure cell. Since this is a repeat region, the text will propagate to all rows in the repeat region.

3. Update the repeat region.

4. Change the attributes of the region to No Duplicates to activate the Pro/REPORT quality symbol.

5. Change the attributes of the region from Flat to Recursive to list the all of the parts in the assembly.

6. Add filters to this region to hide certain parts. Rather than selecting them individually “by item,” add the following filter relations:

&asm.mbr.name != MAP_*

&asm.mbr.name != *_SKEL

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&asm.mbr.type != ASSEMBLY

&asm.mbr.type != HARNESS

7. Sort the region by part number and update the table.

Set up the table to display the terminator information in the BOM table. 1. The third repeat region will contain the terminator information. Note that there

should only be 4 cells in the repeat region. Enter the following report symbols into this repeat region in the appropriate places:

rpt.index

rpt.qty

“EA”

asm.mbr.name

2. Enter the keyboard text [EA] in the unit of measure cell. Since this is a repeat region, the text will propagate to all rows in the repeat region.

3. Update the repeat region.

4. Add filters to this region to hide all of the components except the terminators:

&asm.mbr.type == TERMINATOR

5. Update the table. Note that this region is now empty. This is because the terminator information is not turned on yet. Go to Attributes and set to No Duplicates and Cable Info.

6. The remainder of the cells must be entered manually into the table as keyboard text. The reason for this is that Pro/ENGINEER R2000I does not support user-defined terminator parameters.

7. Sort the region by part number.

Sequence the index numbers in the BOM table. 1. Note that the index numbers in the table are not continuous – you need to

take additional action to get your geese in row.

2. Modify the attributes of the second repeat region to use a Start Index and select the first region to follow.

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3. Modify the attributes of the third repeat region to use a Start Index and select the second region to follow. The index numbers should now run from 1-13 continuously.

Balloon the view using the BOM table. 1. Set the 2nd repeat region as a BOM Balloon region.

2. Show the balloons in the view.

3. Regrettably, there is no way currently to automatically balloon the terminators from Pro/REPORT. The terminators can be listed in the pinout tables. This will be shown later.

Create the “loom” table to show the bundle information. 1. Create an ascending table with 3 columns and 2 rows. Make the bottom row double

height.

2. Merge the first 2 cells in the column header. Enter the heading text.

3. Create a repeat region in the 2nd row that contains all 3 cells.

4. Enter the following report symbols in the appropriate cells:

harn.run.name

harn.run.spool.loom_od

harn.run.len

5. Create a filter to show only the bundles:

&harn.run.spool.sheath_type == TUBE

6. Create a repeat region in the 2nd row that contains all 3 cells.

7. Modify the length parameter to round to the nearest 1/10”.

Create the “pin-out” table for the J103 connector. 1. Create a descending table that has 2 columns and 3 rows.

2. Merge the first 2 cells in the column header row.

3. Add a repeat region in the first row.

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4. Enter the following report symbol in the repeat region:

• mbr.connprm.name

5. Add the rest of the heading text: [PIN] and [WIRE] to the appropriate cells.

6. Create a repeat region in the 3rd row that contains all of the cells of that row.

7. Enter the following report symbols into the repeat region:

• mbr.connprm.pin.signal.p_name

• mbr.connprm.pin.run.cond.name

8. Select Model/Rep to drive the two regions and pick the connector in the drawing.

9. Add parametric note with leader &ref_des:att and pick the connector.

Create the “pin-out” table for the J104 and J105 connectors. 1. Create 3 copies of the J103 table.

2. Change the Model/Rep of 1st copy to J104.

3. Change the Model/Rep of 2nd copy to J105.

4. Query Select the Model/Rep of 3rd copy to P101.

5. Turn the display of the reference designators in the Environment menu and regenerate the drawing. This will temporarily mark the connectors.

6. Reposition all of the pin-out tables near the appropriate connectors.

Create the “from-to” table for the harness. 1. Create a descending table that has 7 columns and 2 rows. The second row should be

double height.

2. Enter the column header text in the second row.

3. Create a repeat region in the 1st row that contains all of the cells in the row.

4. Enter the following report symbols in the appropriate cells:

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• harn.run.cond.name

• harn.run.len

• harn.run.cond.from.conn.name

• harn.run.cond.from.pin.sig.p_name

• harn.run.cond.to.conn.name

• harn.run.cond.to.pin.sig.p_name

• harn.run.spool.wire_gauge

Note: p_name is used instead of the normal “pin.name” to allow for unique alphanumeric pin naming.

5. Round the length to the nearest 1/10th of an inch.

6. This table should contain only the wires, not the sheaths or the network, so create the following filters:

&harn.run.name != NETWORK

&harn.run.spool.type != SHEATH

7. Sort the table by wire number.

The “from-to” tables are often very large and need to be paginated. In this task, you will practice paginating the table.

1. Pick Paginate from the Table menu and select the region in the from-to table.

2. Add the title row to the table by picking Add Title, Footer and selecting the region.

3. Next, select the row that contains the column headings. When the system prompts you for a 2nd row in the footer, pick the same row again. The system should tell you that the title has been successfully added.

4. Pick Set Extent to break the table. Select between the 3rd and 4th rows from the top. The bottom rows should disappear, leaving the footer in place.

5. Pick Add Segment to show the rest of the table. Select a point somewhere on the drawing. Select a second point 3 inches lower.

6. There may be extra rows now in the table. You can fix this by picking Set Extent again and selecting higher in the second portion of the table. There should be 7 lines of info (not counting the footers) as shown in Figure 50.

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Figure 50: Paginated From-To Table

8. Put the table back together by picking Clear Extent from the Pagination menu.

Identify the locations of the sheathing needed in the harness by creating parametric notes that reference the spool information.

1. Create a note with a leader. Use the Attach, On Entity option and select the cable segment with a bundle.

2. Enter the following text for the note:

[Bundle &NAME:att]

This syntax reads the bundle parameter information from the cable segment and shows it in the note.

3. Create the other 4 bundle notes.

Save the drawing and exit.

Terminator Tables You can create terminator tables in Pro/DIAGRAM in the same way that you create them in Pro/CABLING. Terminator information that you create in a Diagram can be referenced logically by a cabling assembly. The opposite is also true. You can save a terminator table to a file and read it in from either the Pro/CABLING or the Pro/DIAGRAM module About Terminators and Terminator Tables

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A terminator is a cabling connector parameter that can be defined for each pin of a connector to represent contact, crimp, or terminator information. Cabling terminators can be automatically assigned to each pin on a connector using rules in a terminator table. A terminator table is a file that describes the criteria that must be met for a particular terminator to be assigned to a pin on a connector. If you specify certain combinations of parameters in a terminator table, any connector pin meeting these requirements can be automatically assigned a specified terminator.

The terminator table must contain two header lines. The first column is mandatory and the other columns are optional. In the following table, “object” is one of SPOOL, COND, CONN, or PIN, and “Param” is any parameter in the object, including a user-defined parameter. COND refers to a cable, cable conductor, or wire that is routed to a connector pin.

CONN (OBJECT) (OBJECT)

TERM_NAME (PARAM) (PARAM)

You can assign terminators either manually, by editing the connector parameter file, or automatically, by using a terminator table. By default, terminators are assigned automatically where appropriate when a terminator table is executed. Typically, the terminator table is set up to select the terminator based on the diameter of the wire and the connector model name. The terminators that you assigned are specified with the TERMINATOR connector parameter statement. To manually assign a terminator, use the TERMINATOR pin parameter. When you regenerate the cabling assembly, the connector terminator statement is updated (created, deleted, or modified) according to the latest terminator table you have executed. Terminators that you manually assigned are not overridden by settings in a terminator table unless specified otherwise. Note: Before a terminator is assigned to a connector by a table or is manually assigned, the connector parameter PIN_ASSIGN must be present in the connector parameter file. Specifying a Terminator Table Terminator table files initially contain header rows that display default connector and spool parameter columns. The default parameter for the connector column is model_name, and the default parameter for the spool column is wire_gauge. These typical selection criteria can be added to or modified to include any connector, connector pin, spool, or spool conductor parameter. Desired terminator names are entered in column 1, with their appropriate defining parameter values in each respective row. Asterisks in the parameter columns mean the terminator applies to all values of the parameter in the column header to be ignored.

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Terminator tables are not just limited to setting terminator names. You also can set any pin parameter based on the logic set up in your table. For terminator tables, there are typically certain parameters that are used to set the terminators. For spool parameters, thickness and wire_gauge are common. For Pin parameters, gender influences the terminator selection. For Connector parameters, model name and even a user-defined parameter like pin_plating are common parameters for the table. However, it is up to the user to decide how he/she wants to set the terminators for his design.

When thinking about how you want to display terminals in the drawing, will determine whether you use a terminator table to assign the parameter value for “TERM_NAME” or if you actually assemble the terminals as 3D component models in your cabling assembly. You can create a library of terminal lug models for ring, fast-on, and spade terminals. Just remember, the size and complexity of the model increases with the addition of lug models in the assembly.

LABORATORY PRACTICAL

Exercise-2-11 – Creating a terminator table

Pull up the starting diagram

/OPEN/terminator_table.dgm

Read in a spools and add parameters thickness and wire_gauge.

/SPOOLS/READ/working_directory/16rd.spl

/EDIT/check to see the wire gauge = 16 and the thickness = 0.06.

6

/SPOOL/READ/working directory/18bl.spl

/EDIT/check to see the wire gauge = 18 and the thickness = 0.05

Create 2 parametric connectors

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/CREATE/CONNECTOR/PARAMETRIC/FEMALE/6 PINS/Enter “J1” for Ref Des and “CN45678” for Model Name

Create User-defined parameter for Connector by picking menu

/VIEW/COLUMNS/in Name Box enter”PIN_PLATING” <CR>

Move PIN_PLATING after MODEL_NAME using the up arrow/APPLY/OK

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Under PIN_PLATING, enter value of “TIN”

Save the connector parameter file. We will reuse it for the next connector. We will just modify the ref_des and gender.

/FILE/WRITE/”J1.spm”/OK

/ROTATE 180 degrees/RESIZE 1.433*2

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Create a second parametric connector with six-pins, but this time make it a male connector.

/CREATE/CONNECTOR/PARAMETRIC/MALE/6 PINS/Enter “K1” for Ref Des

/FILE/READ/j1.spm

/RESIZE/1.433 * 2 (twice its original size)

Change pin sequence

/MODIFY/PIN SEQUENCE/Pick J1 connector/REVERSE

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Autoroute wires between connectors using red, 16 gauge wire

/CREATE/WIRE/16RD/AUTOCONNECT/PICK“J1”/Pick K1”/PREVIEW/DONE

/MODIFY/CHANGE SPOOL/Pick last 3 wires/18BL/

Create terminator table

/ADVANCED/TERM TABLE/READ/TERMINATOR_TABLE.TTB

/EDIT

Notice how different terminators are assigned based on model name, wire gauge, pin plating, and gender, thickness. This table is very small, but these tables can be very large to automatically assign all terminators in a diagram. Also, the terminator table acts as a master for the entire company, so the work needs to be done only once upfront.

/EXECUTE/DONE

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Check the TERM_NAME pin parameters for the 2 connectors

/MODIFY/PARAMETERS/Pick two connectors/DONE/Select PIN radio button/VIEW/EXPAND ALL/

Note: the terminators were set based on the table logic.

Set terminator to different value from table

Enter “XXXX1” for pin 1 of J1 TERM_NAME, and set the TERM_AUTO_ASSIGN to “FALSE”. Now the value for the terminator has been set manually and will not be over-ridden from the table.

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Strip Length Tables A Strip Length is the amount of insulation, which is removed from the end of a wire. Strip lengths can be assigned automatically or manually, in a similar manner to terminators. A strip length can automatically be assigned to the end of wires in a manner similar to a terminator table. Select Strip Table from the HARN SETUP menu and choose Edit. A strip table contains 2 header rows: object and parameter. The object of the first column must be "COND," or conductor, and the parameter must be "STRIP_LENGTH." Additional columns may contain any object and parameter desired. In this example, strip lengths will be assigned based on terminator names. Setting up the strip length table as shown in Figure 6 will automatically assign a strip length of 0.2 inches to any wire terminating with "term_1" and a strip length of 0.3 inches to any wire terminating with "term_2." Exit Pro/TABLE, and Execute the strip length table.

4 "STRIP_LENGTH" parameters were automatically added to this cable's parameter file because the cable has two conductors and each conductor has two ends. Select Modify

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from the CABLING menu, and choose Parameters. Use Sel By Menu and pick CABLE2 to view the contents of the parameter file. Notice that "AUTO_ASSIGN" is set to "TRUE" for each conductor.

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Directory Structure

Lesson

3

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This quickstart kit is a valuable tool for new and experience users to learn more about proper setup when using the Pro/DIAGRAM, Pro/CABLING, and Pro/HARNESS MFG. This document and exercises are not meant to replace the normal instructional training provided by the PTC Educational Services. Also, PTC has a group of expert Global Service Consultants who can assist you in implementing the software correctly to automate your current electro-mechanical processes (http://www.ptc.com/services/index.htm). Please contact your Sales Representative for further details.

This chapter will layout all the template and example files for the setup of your electromechanical environment.

Directory Structure

We have included many of the files necessary to get you started. These files are merely examples and templates that you can used to edit to your company standards and design practices. It is very similar to the pro_stds directory that many customers used today with Pro/ENGINEER. It has just been tailored for the electromechanical environment of Pro/DIAGRAM, Pro/CABLING, and Pro/HARNESS MFG.

Here is how the directory structure is laid out:

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I will break down each subdirectory and explain/show what is contained in each.

The configs subdirectory contains several subdirectories below it. They are:

Config_template- is the config.pro file containing standard configuration settings along with several mapkeys.

Color – color subdirectory contains the color.map with named colors useful for coloring wires/cable/sheathing and other components as well

Layers – contains standard layer setup for part and assembly connectors. Maintaining a consistent layering scheme in your design is very important

Mdl_tree – contains cabling.cfg file for setting up the cabling columns in the model tree

Win_cfg- contains the config.win file for setting up the icons, mapkeys, toolbars, basically the windows environment.

The next set of directories is related to drawing and diagram notes and setup:

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Drawing_note_dir – contains notes to read in from file for naming wires/bundles, and reference designators in a flat harness drawing

Drawing_setup_dir – contains to subdirectories; diagram and drawing

Diagram – contain diagram_template.dtl file with common settings for B-D size diagram with ½ inch grid size

Drawing – contains standard drawing setup files for ANSI, ISO, DIN, and JIS for the start harness drawing.

The next 2 subdirectory is the format and library directory.

Format- contains a C-size template format with the grid location setup

Library- contains a subdirectory called Inpart

InPart- contains several example model files downloaded from InPart

Conn_lib – storage place for custom library 3D connectors

The next subdirectory is the spools containing examples and templates for wire, cable and sheath spools.

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Wire – contains examples of wire spools along with a template

Cable – contains several examples of cable spools along with a template

Sheath – contains spools for 3D sheathing; heat shrink, tape, loom, and an example tape spool

The next two subdirectories contain example start files and an example strip length chart.

Start_files – contains diagram, connector, electric assembly, start_harness drawing, and start part.

Conn_template – example connector with standard views, layers, datum features, etc.

Diagram_template – C –size diagram with format, tables, etc.

Elect_asm_template – start assembly with views, layers, parameters, etc.

Start_harness.drw – start harness drawing containing tables, for a variable sized nailboard drawing

Startpart.prt – standard start part for Pro/E

Strip_table – contains an example strip table chart for assign strip length for conductors

The next subdirectory contains symbols:

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Harness_draw – contains symbol for ballooning ref_des

parameters – contains both component and connector parameter file examples

template_syms – contains a default node and terminal block template symbol

elec_sym – storage place for electrical symbols for Pro/DIAGRAM

The next subdirectory contains tables for both diagram and harness drawings

diagram – contains Pro/REPORT tables for the diagram

dgm_conn_loc.tbl- locates the connectors by location grid in diagram

dgm_conn_term_bom.tbl – bill of materials of connectors and their terminators

dgm_spool_lists – list of all spools contained in diagram

dgm_wirelist – wirelist giving from-to info about each conductor

from-to.tbl – another example of the wirelist

location.tbl – another table showing the connector/component location

drawing – contains Pro/REPORT tables for harness drawings

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conn_pin_out.tbl – connector pinout table describing the wires, gauges, at each pin for each connector

dwg_bundle.tbl – list all the bundles in a harness with their size, length, and spool

dwg_conn.tbl – list all the reference designators and their corresponding model names for a harness drawing

dwg_conn_bom.tbl – list the quantity of each connector and terminator in the harness

dwg_pinout.tbl – similar to the conn_pin_out.tbl with different parameters shown

dwg_wirelist.tbl – wirelist show from-to info including conductor length

electric_bom.tbl – bill of materials of all the electrical components that make up a harness

The last subdirectory is term_table containing an example terminator table for automatically assigning terminals for the connector pins.

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Appendix A - PTC Global Service Survey Below is a list of items PTC Global Services Organization can help our customers with. Please evaluate the need in each item and complete programs on a 1-5 basis using the following ratings:

1 – no need 5 – absolutely necessary If you think that an item should become a part of a different program, please enter a number of that program in the “Move” column.

Programs 1 2 3 4 51. Foundation 1.1 Customized configuration files (.pro, .win, .dtl) 1.2 Library directory structure 1.3 Naming conventions (Pro/E files, features, library objects) 1.4 Start files (diagram, cabling assembly, connector part and assembly) 1.5 Sample customized library objects (.sym, .spl, .spm, .ttb) 1.6 3D connector and component models 1.7 Report tables (runlist, BOM, pin-out tables) 2. Quickstart 2.1 Foundation 2.2 Pilot project support 2.3 Detailed specification for library objects' creation 2.4 Implementation planning 3. Library development 3.1 PTC consultant develops detailed specification 3.2 Custom 3D library models made by a PTC certified vendor 3.3 Custom 2D library files made in-house using the PTC developed scripts 4. Project support & mentoring 4.1 Interactive user mentoring 4.2 Development of Best Practices and troubleshooting documentation 4.3 Creating an internal web site with documented the Best Practices 5. Customized training classes 5.1 Use of your production models in exercises 5.2 Use the company specific best practices in training 6. Assessment 6.1 Questionnaire/quiz for users/contractors 6.2 Cabling assembly management test 6.3 Modeling test (Pro/DIAGRAM, Pro/CABLING, Pro/HARNESS-MFG)

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7. Automation 7.1 Automatic connector and component placement in 2D 7.2 Automatic wire and connector parameter creation in 2D 7.3 Automatic library models' check-out in Pro/INTRALINK 7.4 Design options’ automation 7.5 Routing automation in 3D Please indicate (in man-days) what kind of your company internal resources would be required to develop:

At the start of implementatio

Now

Configuration files (.pro, .win, .dtl)Naming conventions Start files Please name what start files you are using: 100% parametric report tables (no manual entry) Please list the tables Detailed specification for library objects' creation3D library models (connectors, components, hardware, etc.)2D library files (spools, notes, parameter files, terminator table)Best Practices and troubleshooting documentationInternal web site Customized training Please name the “subjects” you teach the new users in-house: Good evaluation tool to assess users/contractors Please describe the tool: Automation technique Please describe the technique:

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PTC has a group of expert Global Service Consultants who can assist you in implementing the software correctly to automate your current electro-mechanical processes (http://www.ptc.com/services/index.htm). Please contact your Sales Representative for further details

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Appendix B – Educational Services - Electromechanical Training

Contact Info For more information on PTC Education services products, call us at (888) 782-3773 or visit www.ptc.com

2000i2 Update Training Maximize your productivity! Update Training focuses on enhancements made to various Pro/Engineer modules and includes a chapter dedicated to electromechanical functionality. After completing the course, you will be able to:

• Define a format grid used to locate diagram entities.

• Use enhanced search capabilities and the Electrical Parameters dialog box to quickly locate and change entity characteristics.

• Selectively implement wire label content and orientation using the new Redo Labels menu.

• Select Multi-View components by name and switch sheets during placement.

• Dynamically manipulate cable paths using the new Location > Move > Drag command.

• Automatically set wire color based on spool parameters

• Automatically designate components and connectors using the new Components > AutoDesignate option.

• Better manage large assemblies using the multiple location point config.pro option.

• Toggle the display of tangency between none interfering wires.

• Choose a simplified rep when entering harness manufacturing.

• Use the new Close Loop command to flatten 2 and 3 sided loops; and loops that include splices.

2000i2 Harness Design Training Sharpen your knowledge! The 2000i2 Harness Design course leads you through the entire harness design process. In five days, you’ll cover the setup, modification, and optimization of your deliverables.

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Pro/Diagram – 2 days Learn to ef fect ive ly p lan your log ica l des ign. The new course of fers extended coverage of bas ic d iagram foundat ion, inc lud ing env i ronment setup opt ions and user-def ined symbol creat ion. The course a lso d iscusses the impor t and expor t o f log ica l data, and Pro/Repor t tab les.

Pro/Cabling – 2 days Learn to effectively design your 3-D harnesses. The new course offers extended coverage of basic foundation, including connector definition, Data Sharing techniques, assembly structure, and subharnesses. The course also explores complex 3-D networks and routing without logical references.

Pro/Harness Mfg. – ½ day Learn to ef fect ive ly f la t ten your 3-D harness. The new course of fers extended coverage of f la t ten ing techniques inc lud ing Fan Out and Close Loop. The course a lso invest igates t roubleshoot ing techniques and harness in format ion too ls .

Nailboard Drawing – ½ day Learn to ef fect ive ly document your harness des ign. The new course of fers extended coverage of mul t i -model drawings and na i lboard d imension ing. The course a lso rev iews Pro/Repor t tab les and how they can be used for BOMs, wi re and spools l is ts , as wel l as connector p inout l is t ing.