ptc objective: join customers in a common mission

FIRST Hands-on WorkshopGetting Started using PTC products for your FIRST team!

PTC: The Product Development Company

© 2010 PTC2

4000+ new customers per year across 6 key industry

verticals

PTC:

50,000+ customers

utilizing 850,000

active seats

Technology Leader in Product Development

5000+employees in 18

locations worldwide

11th

Largest Software company

World Leading Product Development

companies

Winning12 strategic

displacements in

FY10

$1B+Revenue in fiscal

year 2009

Our Customers:

PTC Objective: Join Customers In a Common Mission

© 2006 PTC

Why is PTC committed to Education?

BUILDING the engineering pipeline!

Assist in developing technological literacy skills through 3D design, technology, pre-engineering and engineering programs.

Bridging the gap between Education and Industry

Inspire students to embrace technology and pursue technology related careers

Culture of Community and Philanthropy

© 2010 PTC5

30 countries

45,000teachers

25,000secondary

schools

1,800universities

10Mstudents

COMMUNITY AWARDS & RECOGNITION:

Mass High Tech

Citizenship Award

2003-2009

BusinessWeek:

Highest In-Kind Giver for

all Software Companies

2006

International Technology

Educators Association

Award

2007

Congressional

Medal of Honor

Society Award

2008

Freesoftware to

FRC and

FTC teams

100+ co-sponsored

teams

Scholarships& Regional Event

Sponsorship

+

Junior Achievement

Boston Business Hall

of Fame

2010

Unmatched Expertise in Multiple Vertical Markets

© 2010 PTC6

AEROSPACE/

DEFENSE AUTOMOTIVE

HIGH TECH/

ELECTRONICS

INDUSTRIAL

EQUIPMENT

RETAIL &

CONSUMER LIFE SCIENCES

http://www.lockheedmartin.com/index.html

http://www.abb.com/global/abbzh/abbzh251.nsf!OpenDatabase&mt=&l=us

http://www.trw.com/home/main/1,,,00.html

http://www.gsk.com/index.htm

http://www.baesystems.com/index.htm

http://www.newellrubbermaid.com/newellco/index.jhtml

© 2006 PTC7

Pro/ENGINEER: Create Solutions

Allows companies to design, analyze, and build superior products

Capabilities

Product concept and idea brainstorming

Detailed design, engineering, and simulation

Tooling design and tool path creation

Benefits

Improve time to market

Improve product quality and aesthetics

Reduce product cost

Reduce development cost

Pro/ENGINEER is the industry’s only scalable 3D design solution

© 2006 PTC8

Mathcad: Create Solutions

Allows companies to perform and document engineering calculations used to build superior products

Capabilities

Broad range of calculation capabilities

Documents text, live math, and graphics for complete documentation

Leverages intuitive standard math notation

Automated units management

Benefits

Improve time to market

Improve product quality

Improve engineering calculation reuse

Captures valuable engineering IP

Reduce product cost

Reduce development cost

Mathcad is the industry’s leading

engineering calculation

solution

© 2006 PTC9

Windchill: Collaborate, Control, and Configure Solutions

Allows companies to manage content, processes and teams globally

Capabilities

Product content management/vaulting

– MCAD & ECAD

– SSC, Text & Document

Change & Configuration Management

Product development collaboration

Project management and execution

Manufacturing process management

Release to manufacturing/integration with ERP/MRP

Benefits

Improve time to market & new product introductions

Improve product quality

Reduce product cost & development cost

Windchill is the industry’s only

single-architecture PLM solution

Forward looking information subject to change without notice

© 2006 PTC10

ProductView: Collaborate Solutions

Cost-effective and scalable visualization tools for viewing, marking up and interrogating 3D models, 2D drawings, images and documents

Capabilities

Provide product information access to all team members in a Web-centric and scalable environment

View MCAD, ECAD, and documents without the authoring application

Accurately measure, section and compare 3D models, and assemble parts and complex product structures

Collaborate on centrally organized digital product information through markups and real-time collaboration

Improved productivity by allowing users to easily share visual information across the enterprise

Benefits

Superior Performance: Configurable, super-scalable with exceptional performance

Improve productivity and reduce costs and reliance on physical prototypes

High-definition visual collaboration: view markup, and share a broad range of graphical files

Reuse your MCAD/ECAD data throughout the product development process .

ProductView Delivers

Breakthrough Performance

Forward looking information subject to change without notice

PTC Resources for FIRST Teams

PTC has committed to expanding our Training Resources to all FIRST teams!

Getting Started Page – www.ptc.com/go/firstgettingstarted

FTC Kit of Parts – www.ptc.com/go/firstkop

– Hosted by Data Solutions Catalog and collaborating with PITSCO

FTC Curriculum

– Course structured as an engineering notebook for users to learn about robotics

– All curriculum based on FTC models/KOP

PTC has provided recorded webinars on the use of PTC products

PTC will host HOWs and be available to join your workshops

http://www.ptc.com/go/firstgettingstarted

http://www.ptc.com/go/firstkop

How do teams get started?

© 2006 PTC12

Getting started is as easy as 1 – 2 – 3.

1) Register for project space – http://www.ptc.com/go/firstregistration

• Team lead registers for a Windchill project

• Team lead invites team members; members accept the invitation via e-mail

2) Download Pro/ENGINEER and Mathcad from your project or on ptc.com

• Download and install Pro/E and Mathcad from your project.*

• Access the full kit of parts for FRC and FTC – www.ptc.com/go/firstkop

3) Access all the training resources on the Getting Started page

• www.ptc.com/go/firstgettingstarted

*If you choose not to use Windchill, you can download Pro/ENGINEER and

Mathcad directly from www.ptc.com/go/softwareforfirst

http://www.ptc.com/go/firstregistration


http://www.ptc.com/go/firstgettingstarted

http://www.ptc.com/go/softwareforfirst

FIRST Hands-on WorkshopPro/ENGINEER Interface and Basic Concepts

��

�� In this module, you will learn about basic concepts and benefits of solidmodeling using Pro/ENGINEER.

This module also introduces you to the main user interface and defines eacharea and how you will use it. You will gain an understanding of basic skillsincluding setting the working directory and saving and opening files. You willlearn basic Pro/ENGINEER display, orientation, and selection options.

Finally in this module, you will also learn the basics of using the sketcher andhow to create a simple part model.

�� After completing this module, you will be able to:• Understand solid modeling concepts.• Understand feature-based concepts.• Understand parametric concepts.• Understand associative concepts.• Understand model-centric concepts.• Understand Pro/ENGINEER's main interface.• Understand basic Pro/ENGINEER display options including model displayand datum display.

• Use spin, pan, zoom, and predefined named views to orient models.• Select models, features, and model geometry using your mouse.• Understand the basics of sketcher and sketcher orientation.• Create a simple part model using extrude, revolve, and round features.

© 2010 PTC Module 1 | Page 1

�� Pro/ENGINEER enables you to create solid representations ofyour part and assembly designs.

Solid Models:

• Are realistic visual representation of designs.• Contain properties such as mass, volume, and center of gravity.• Can be used to check for interferences in an assembly.

Interference Check Mass Properties

�� Pro/ENGINEER enables you to create realistic solid representations ofyour part and assembly designs. These virtual design models can be usedto easily visualize and evaluate your design before costly prototypes aremanufactured.

The models contain material properties such as mass, volume, center ofgravity, and surface area. As features are added or removed from the model,these properties update. For example, if you add a hole to a model, thenthe mass of the model decreases.

In addition, solid models enable tolerance analysis and clearance/interferencechecking when placed into assemblies.

Module 1 | Page 2 © 2010 PTC

�� Pro/ENGINEER is a feature-based product development tool.

With Feature-Based Modeling:

• You build one simple feature at a time.• Each new feature can reference previous features.

Wheel Features

�� Pro/ENGINEER is a feature-based product development tool. The modelsare constructed using a series of easy to understand features rather thanconfusing mathematical shapes and entities.

The geometric definition of a model is defined by the type of features usedand by the order in which each feature is placed. Each feature builds uponthe previous feature and can reference any of the preceding features; thisenables design intent to be built into the model.

Individually, each feature is typically simple but as they are added togetherthey form complex parts and assemblies.

In this example, we have a wheel showing the first six stages of its creation:• First, an extrusion is created, which forms the initial shape and size ofthe model.

• An additional extrusion is created to add material to the middle of the model.• A third extrusion is created to remove material from the model.• A fourth extrusion is created to add a hub inside the model.• A coaxial hole is created on the previous extrusion.• A chamfer is created on the edge of the hole.


�� !��"� �� The parametric nature and feature-to-feature relationships inPro/ENGINEER enable you to easily capture design intent andmake design changes.

Parametric:

• Model geometry is defined by features.• Features are defined and by parameters, references and dimensions.• When you modify dimension values, relevant geometry is automaticallyupdated.

Parent/Child Relationships:

• Features referenced during creation become parents.• If parent features change, child features accordingly and predictivelychange as well.

Parametric Feature Relationships

�� !��"� �� Pro/ENGINEER models are value driven, using dimensions and parametersto define the size and location of features within the model. If you change thevalue of a feature dimension, that feature will update according to the change.The change then automatically propagates through to related features inthe model, updating the entire part.

!�� #�� $�� Relationships between features in Pro/ENGINEER provide a powerful tool forcapturing design intent. During the modeling process, design intent is addedas one feature is created with reference to another.When creating a new feature, any feature referenced during its creationbecomes a parent of the new feature. The new feature referencing the parentis referred to as a child of the parent. If the parent feature is updated, anychildren of the parent update accordingly. These relationships are referred toas parent/child relationships.This example shows a piston model intersected with a hole feature. In themiddle figure, the piston height is modified from 18.5 to 25. Notice that thehole moves upward as the piston height increases. The design intent of thepiston is to have the hole located a specified distance from the top of thepiston. The hole will maintain that distance no matter how tall the piston


becomes. This intent was added by dimensioning the hole to the top surfaceof the piston.

Alternatively, if the intent of the design is to have the hole located a specifieddistance from the bottom of the piston, the hole would be dimensioned fromthe bottom surface of the piston, yielding a different result when the height ofthe piston is modified.

The right most figure shows modifications made to the location and diameterof the hole.

�� !�� When creating features in your model, try to reference features and geometrythat are robust, will likely not be deleted, and provide the desired designintent. While this is not always possible, striving to do so will help you buildrobust, easy to modify models.


�� %�� Pro/ENGINEER is a bi-directionally associative productdevelopment tool.

Associativity

�� %�� Bi-directional associativity means that all changes made to an object in anymode of Pro/ENGINEER are automatically reflected in every related mode.

For example, a change made in a drawing is reflected in the part beingdocumented in the drawing. That same change is also reflected in everyassembly using that part model.

It is important to understand that the associativity between different modes ispossible because the part shown in a drawing is not copied into the drawing,but rather associatively linked to the drawing. Likewise, an assembly is nota large file containing copies of every part in the assembly, but rather a filecontaining associative links to every model used in the assembly.

�� !�� Because drawing and assembly files have associative links to the modelscontained in them, these objects cannot be opened without the models theycontain being present.

In other words, you cannot send your colleague only a drawing file to open,he or she must have the drawing file along with any model referenced in the


drawing. For an assembly, he or she must have the assembly file and allmodels used in the assembly.

The best method for acquiring all files required for a drawing orassembly is to use the Backup function. With the required top-leveldrawing or assembly open, click File > Backup and back the filesup to a new folder. This will place all the files required to open thattop-level drawing or assembly into the new folder.


�� In Pro/ENGINEER, the model is the center of all downstreamdeliverables such as drawings, assemblies, molds, analysis,and manufacturing.

Model-Centric

• Assemblies reference the models being assembled.• The drawing references the model being documented.• The Finite Element Mesh model references the model being analyzed.• The mold tool references the model being molded.

Model-Centric

�� In a model-centric product development tool, the design model is the commonsource for all deliverables making use of that design model. This meansthat all downstream deliverables point directly to a common design model.The model is referenced as components in assemblies, views in a drawing,the cavity of a mold, geometry meshed in a Finite Element Mesh model,and so on.

Examples of downstream deliverables are:

• Slot car assemblies the wheel is used in, almost every car has wheels.• The drawing used to document the wheel design, each view is generatedfrom the wheel part.

• The mold tool uses the wheel part to define the geometry of the mold cavity.


• A Finite Element Mesh (FEM) model is created from the wheel part.Engineers use this FEM model to determine the strength of the part, theflow properties of the modeled part, and so on.

The benefit of using a model-centric development tool is that a changemade to the design model will automatically update all related downstreamdeliverables.


�� !��#&'(�'&&$ �� The Main Interface includes the following areas:

• Graphics Area• Main Menu• Toolbars• Dashboard

• Message Window• Dialog Boxes• Menu Manager• Drawing Ribbon

The Main Interface

�� )There are many different areas of the Pro/ENGINEER user interface that youuse when creating models. The areas that display depend upon the functionbeing performed. Areas of the main interface include:

• Graphics Area — The workingarea of Pro/ENGINEER in whichyou view, create, and modifyPro/ENGINEER models such asparts, assemblies, and drawings.


• Main Menu — Located at the top of the interface, the main menucontains standard options such as File, Edit, and View.

• Toolbars — Toolbars contain icons for commonly used tools and

functions.

• Message Area — The messagearea provides you with prompts,feedback, and messages fromPro/ENGINEER.

• Dashboard — Locked at the top of the user interface, the Dashboardappears when you create or edit the definition of a feature.– The Dashboard provides you with controls, inputs, status, andguidance for carrying out a task, such as creating or editing a feature.Changes are immediately visible on the screen.

– Various dashboard tabs are available with additional feature options.– Dashboard icons on the left include feature controls while the Pause,Preview, Create Feature, and Cancel Feature options are on the right.

• Dialog Boxes — Arecontent-sensitive windowsthat appear, displaying andprompting you for information.


• Menu Manager — A cascadingmenu that appears on the farright during the use of certainfunctions and modes withinPro/ENGINEER. You work fromtop to bottom in this menu;however, clicking “Done” is donefrom bottom to top. Bold menuoptions will be automaticallyselected if the middle mousebutton is clicked.

• Drawing Ribbon — A context-sensitive menu across the top of theinterface that appears when working on drawings. The drawing ribbonarranges commands into logical tasks through tabs and groups.


*��+�� ,�� )�� *��+The Working Directory is the location for opening files from andsaving new files to.

Setting your Working Directory:

• Pro/ENGINEER is started in a default working directory.• A working directory is the folder you open files from and save files to.• The working directory is set per session, it is not saved when you exitPro/ENGINEER.

Open Files - The File Open dialog box looks to the working directory.

Save Files - Files are saved to the folder they were opened from, this isnot always the working directory.

*��+�� ,�� ) ��)The working directory is the designated location for opening and savingfiles. The default working directory is the “Start in” location defined in thePro/ENGINEER start icon, typically the “My Documents” folder.

If you are not using PTC’s Windchill PDMLink to manage your Pro/ENGINEERdata, it is best practice to organized your work by creating a folder for eachproject you are working on. Each time you start Pro/ENGINEER, you shouldset the working directory to the folder you plan to work in. In this course youwill be instructed to set your working directory to the location of the moduleand exercise folder.

There are three methods to set your working directory, use the method youare most comfortable with:

• From the File menu - Click File > Set Working Directory and browse toand select the directory that is to be the new working directory. Click OK.This the easiest and most straight forward method.

• From the Folder Tree or Browser - Right-click the folder that is to be thenew working directory and select Set Working Directory.


• From the File Open dialog box - Right-click the folder that is to be thenew working directory and select Set Working Directory.

You can browse directly to the working directory at any time byselecting theWorking Directory common folder from the Navigatoror File Open dialog box.

�� After you have set your working directory, you will see the files in that foldereach time you click Open in Pro/ENGINEER.

You can use any of the following methods to open a file:

• Click File > Open from the main menu or Open from the main toolbarand the File Open dialog box appears. Browse to the file, select it, andeither double-click it or click Open.

• Browse to the desired folder using the Navigator (either with CommonFolders or through the Folder Tree) to display its contents in the browser.Then, you can either double-click the file in the file list, or right-click thefile in the file list and select Open.

• You can also drag the file from the file list onto the graphics area.

The File Open dialog box is the equivalent of the Navigator andBrowser combination in the main interface.

�� By default, files are saved to the folder they were opened from. If you createa new part, assembly, or drawing, it will be saved to your current workingdirectory.

You can use any of the following methods to save a file:

• Click File > Save from the main menu.• Click Save from the main toolbar.

�� ) �� You can also save a copy of an existing file. Saving a copy enables you tocreate an exact copy of a file, but with a different name. When saving acopy of an assembly, you must also decide what to do about its dependentcomponents. You can do nothing, or save a copy of them also and eitherrename them with a suffix or give them all new names.


�� !��#&'(�'&&$Understanding Pro/ENGINEER’s file types and how they areused will help you manage your design in Pro/ENGINEER.

Common File Extensions

• .prt – Part Files• .asm – Assembly Files• .drw – Drawing FilesMemory Management

• An open object is In Session.• Erasing Memory (RAM)Version Numbers and Deleting

• Version Numbers increase by oneeach time you save.

• Delete All Versions• Delete Old VersionsRenaming Models

• Rename On Disk and In Session• Rename In Session

In Session

Saved Version Numbers

��""�� &- ��The following are three file extensions used to identify three commonPro/ENGINEER object types: parts, assemblies, and drawings.• .prt — This extension represents a part object.• .asm— This extension represents an assembly object. An assembly filecontains pointers and instructions that identify and position a collection ofparts and subassemblies.

• .drw— This extension represents a 2-D drawing. The drawing file containspointers, instructions, and detail items for documenting part and assemblymodels in a drawing.

.�� '�"�� ,�� Every time you save an object, you write it to disk. Rather than overwritingthe current file, Pro/ENGINEER creates a new version of the file on disk andgives it a version number that increments each time the file is saved. This isalso known as a dot number, and can be seen in the figure above.To see all versions of an object in the File Open dialog box, click Tools andselect All Versions from the drop-down list.Deleting files permanently removes them from the working directory on yourhard drive or network storage area. Be careful when deleting files; youcannot undo deleted files.


There are two different methods to delete models:

• Old Versions— Deletes all but the latest version of the given file.• All Versions— Deletes all versions of the given file.

��"��) ��"�� Pro/ENGINEER is a memory-based system, which means that files youcreate and open are stored within system memory (RAM). It is important toremember that until you save your files, you risk losing them if there is apower outage or system crash.

When a model is in system memory, it is referred to as being In Session.Models are kept In Session (in system memory or RAM) until you either erasethem or exit Pro/ENGINEER.

When you close the window that contains a model, the model is still openIn Session.

There are two different methods to erase models from session:

• Current— Only the model in the current window is erased from systemmemory (and the window closed). You can click File > Erase > Currentfrom the main menu to erase the current window's contents from memory.

• Not Displayed — Only erases from memory those models that are notopen in any Pro/ENGINEER windows. You can click File > Erase > NotDisplayed from the main menu.

Erasing models does not delete them from the hard drive or network storagearea; it only removes them from session.

$��"�� If you need to change the name of any model, you can rename it from directlywithin Pro/ENGINEER.

There are two different methods to rename models:

• On Disk and In Session — The system renames the file both in systemmemory and on the hard drive.

• In Session — The system renames the file only in system memory.

Problems can result if you rename a file on disk and then retrievea model (not already in session) that depends on the previous filename; for example, a part cannot be found for an assembly.


!$��&,�$& �� !��#&'(�'&&$

��Erase files from memory and rename a part.

Step 1: Set your working directory.

1. If necessary, start Pro/ENGINEER.2. Click File > Set Working Directory from main menu, at the top ofthe interface.

3. In the Select Working Directory dialog box:• Navigate to the folder PTC-Academy.• Double-click the folder Module_01.• Double-click the folder Workdir.• Click OK to set the folder as your working directory.

4. Click File > Open from the main menu or Open from the maintoolbar to open the File Open dialog box.

5. In the address bar at the top of the File Open dialog box, clickPTC-Academy to look in that folder. Browse into any folder youchoose but do not open any files.

6. In the Common Folders list of the File Open dialog box, clickWorkingDirectory to return to your working directory.

Notice file extensions displayed for the two parts, an assembly,drawing and format file.


Step 2: Open, save and observe the version number changes.

1. In the File Open dialog box:• Click Tools and select All Versions from the drop-down list.• Observe the different version numbers associated with each file.Note that the part WHEEL.PRT has been saved three times.

• Click Tools and select All Versions deactivate it.• Select WHEEL.PRT and click Open to open the latest version ofthe wheel.

2. Use the datum display toolbar at the top of the interface to ensure thedisplay of all datum features are disabled.

• Click Plane Display , Axis Display , Point Display ,

and Csys Display as required.

3. Click Save from the main toolbar and click OK from the SaveObject dialog box.

4. Click Open from the main toolbar.5. In the File Open dialog box:• Click Tools and select All Versions from the drop-down list.• Observe that a new version of the wheel has been added,WHEEL.PRT.4.

• Click Cancel to close the dialog box.


Step 3: Edit the model and then erase it from session.

1. In the model tree, right-click andhold your mouse down on theExtrude 1 feature, then selectEdit from the pop-up menu.

2. Double click the dimension value17.6, edit the value to 25 andpress ENTER.

3. Click Regenerate from themain toolbar.

4. Click Open from the main toolbar.5. In the File Open dialog box:

• Click In Session from the Common Folders list.• Observe that WHEEL.PRT is the only model in session (or inmemory).

6. From the main menu, click Window > Close.


• Click In Session from the Common Folders list.• Observe that WHEEL.PRT is still in session (or in memory).• Click Cancel to close the dialog box.


Closing a window does not erase the model from memory, onlyfrom display.

9. Click File > Erase > Not Displayed.10. Click OK from the Erase Not Displayed dialog box.

11. Click Open from the main toolbar.

12. In the File Open dialog box:

• Click In Session from theCommon Folders list.

• Observe that WHEEL.PRT isno longer in session.

• Click Working Directoryfrom the Common Folders list.

• Select WHEEL.PRT and clickOpen to open the last savedversion of the wheel.

The change you previously made to the wheel is longer visiblebecause you erased that version of the model from memorywithout first saving it. You are now looking at WHEEL.PRT.4which was saved to disk before the change was made.

Step 4: Rename WHEEL.PRT to be WHEEL-NEW.PRT.

1. Click Open from the maintoolbar.

2. In the File Open dialog box,select WHEEL.ASM and thenclick Open.

3. In the model tree, notice thatWHEEL.PRT and TIRE.PRTare listed as members of theassembly.


4. From the main menu, clickWindows > 1 WHEEL.PRT toactivate the window that hasWHEEL.PRT open.

5. From the main menu, click File> Rename:• Type wheel-new in the NewName text box and pressENTER.

• Click OK to complete therename.

6. From the main menu, click Windows > 2 WHEEL.ASM to activatethe window that has WHEEL.ASM open.

7. In the model tree, notice that the renamed model WHEEL-NEW.PRTis now listed as a component of the assembly.

Before renaming the wheel, it was important that WHEEL.ASMwas open (In Session). Had it not been open, it would not haveknown that the name of the wheel had changed. It is alsoimportant that WHEEL.ASM be saved with this new information.

8. Click Save from the main toolbar and click OK from the SaveObject dialog box.


• Observe that WHEEL.PRT has been renamed toWHEEL-NEW.PRT.

• Click Tools and select All Versions from the drop-down list.• Observe that because you saved the assembly, the the latestversions is now WHEEL.ASM.3.

• Click Cancel to close the dialog box.


11. Click Window > Close to close the WHEEL.ASM window.12. Click Window > Close to close the WHEEL.PRT window.13. Click File > Erase > Not Displayed.14. Click OK from the Erase Not Displayed dialog box.

This completes the procedure.


�� ,��) �� You can modify the display of both the model and datum types.

Datum Display Options

• Display is controlledindependently for the followingdatum options:– Datum Planes– Datum Axes– Datum Points– Coordinate Systems

• There are four different modeldisplay options:– Shaded– No Hidden– Hidden Line– Wireframe

• Repaint – Redraws orrefreshes the screen.

Model Display Options

�� ,� �" ,��)Datum entities are 3-D reference geometry that you use for building featuregeometry, orienting models, dimensioning, measuring, and assembling.

There are four main datum types:

• Datum Planes• Datum Axes• Datum Points• Coordinate SystemsThe display of each of these datum types is controlled independently by usingthe following icons on the main toolbar:

• Plane Display — Enable/Disable datum plane display.

• Axis Display — Enable/Disable datum axis display.

• Point Display — Enable/Disable datum point display.

• Csys Display — Enable/Disable datum coordinate system display.


�� ,��)There are four different 3-D model display options in the graphics area:

• Shading — The model is shaded according to the view orientation.Hidden lines are not visible in shaded view display.

• No hidden — Hidden lines in the model are not displayed.

• Hidden line — Hidden lines in the model are displayed, by default, in aslightly darker color than visible lines.

• Wireframe — Hidden lines are displayed as regular lines. That is,all lines are the same color.

In the lower-right figure, the same model is displayed in four different ways.Clockwise from the top left, the display is Shaded, No Hidden, Wireframe,and Hidden Line.

$�� You can repaint a view to remove all temporarily displayed information.Repainting redraws or refreshes the screen, and is done either by clicking

View > Repaint from the main menu or Repaint from the main toolbar.


!$��&,�$& �� ,��) ��

��Edit the model and datum feature displays.

Step 1: Set your working directory.

1. If necessary, start Pro/ENGINEER.2. Use the datum display toolbar at the top of the interface to ensure thedisplay of all datum features are enabled.


and Csys Display as required.3. Click File > Set Working Directory from main menu, at the top ofthe interface.

4. In the Select Working Directory dialog box:• Navigate to the folder PTC-Academy.• Double-click the folder Module_01.• Double-click the folder Display.• Click OK to set the folder as your working directory.

Step 2: Open TIRE.PRT and edit the datum display.


2. In the File Open dialog box,select TIRE.PRT and then clickOpen.

3. Disable the display of all datumfeatures except datum planes:

• Click Axis Display , Point

Display , and Csys

Display from the maintoolbar to disable their display.


4. Disable the display of all datumfeatures except datum axes:

• Click Plane Display todisable their display.

• Click Axis Display toenable their display.

5. Disable the display of all datumfeatures except datum points:

• Click Axis Display todisable their display.

• Click Point Display toenable their display.

6. Disable the display of alldatum features except datumcoordinate systems:

• Click Point Display todisable their display.

• Click Csys Display toenable their display.

7. Disable the display of all datumfeatures:

• Click Csys Display todisable their display.


Step 3: Edit the display of solid geometry.

1. Click No hidden from themain toolbar.

2. From the main menu, click Tools> Environment.

3. From the Display section of theEnvironment dialog box, click todeactivate Colors.

4. Click OK to close the dialog box.

5. Click Hidden line .

6. Click Wireframe .

7. Click Shading .8. From the main menu, click Tools> Environment.

9. From the Display section of theEnvironment dialog box, click toactivate Colors.

10. Click OK to close the dialog box.

11. Click Window > Close to close the TIRE.PRT window.12. Click File > Erase > Not Displayed.13. Click OK from the Erase Not Displayed dialog box.



�� / !��/ 0��" �� '�"�� .��Manipulate the 3-D orientation of your design models in thePro/ENGINEER graphics area.

Orientations using the Keyboard and Mouse

Keyboard/MouseOrientation:

• Spin• Pan• Zoom• Turn• Wheel ZoomAdditional OrientationOptions:

• Previous• Refit• Named View List• Spin Center

The Spin Center

�� 1�)�� "�� To view a model in a specific orientation, you can spin, pan, and zoom themodel using a combination of keyboard and mouse functions. For eachorientation, you press and hold a key and click the appropriate mouse button,as shown in the following table.

Orientation Keyboard and Mouse Selection

Spin

Pan

Zoom

Turn


Cursor over the area of interest before zooming in. The zoom function usesthe cursor position as its area of focus. You can also zoom by using the scrollwheel. To control the level of zoom, press a designated key while using thescroll wheel, as shown in the following table:

Zoom Level Keyboard and Mouse Selection

Zoom

Fine Zoom

Coarse Zoom

%�� In addition to using keyboard and mouse combinations, the followingadditional model orientation options are available:

• Previous - Reverts the model to the previously displayed orientation byclicking View > Orientation > Previous.

• Refit — Refits the entire model in the graphics area.

• Named View List — Displays a list of saved view orientationsavailable for a given model. Select the name of the desired saved view,and the model reorients to the selected view. Default Pro/ENGINEERtemplate models come with the following saved views:– Standard Orientation — The initial 3-D orientation which cannot bealtered.

– Default Orientation — Similar to the Standard Orientation, but itsorientation can be redefined to a different orientation.

– BACK, BOTTOM, FRONT, LEFT, RIGHT, and TOP.

• Spin Center — Enables and disables the spin center. When enabled,the model spins about the location of the spin center. When disabled, themodel spins about the cursor location. Disabling the spin center can beuseful when orienting a long model, like a shaft.


!$��&,�$& �� / !��/ 0��" �� '�"�� .��

��Practice orienting a model in the graphics area using saved views, the spincenter, and basic keyboard and mouse model orientation.

Step 1: Set your working directory and disable datum displays.

1. Click File > Set Working Directory from main menu, at the top ofthe interface.

2. In the Select Working Directory dialog box:• Navigate to the folder PTC-Academy.• Double-click the folder Module_01.• Double-click the folder Spin.• Click OK to set the folder as your working directory.




Step 2: Open CHASSIS.ASM and orient using saved views.


2. In the File Open dialog box,select CHASSIS.ASM and thenclick Open.

3. Click Named View List fromthe main toolbar and select TOP.

4. Click Named View List andselect LEFT.

5. Click Named View List andselect Default Orientation.


Step 3: Orient with the spin center on and then off.

1. Middle-click and drag to spin the assembly.2. Spin the assembly again in a different direction.3. Spin the assembly in a third direction.

The assembly is spinning about the spin center.

4. Click Named View List andselect Standard Orientation.

5. Click Spin Center from themain toolbar to disable it.

6. Cursor over the front portion theassembly and spin the assembly.

7. Click View > Orientation >Previous from the main menu.

8. Cursor over the back of theassembly and spin the assembly.Notice that the center of rotationis the cursor location.

9. Click Spin Center from themain toolbar to enable it.

Step 4: Pan the assembly.

1. Press and hold SHIFT, thenmiddle-click and drag to pan theassembly.



Step 5: Zoom in and out of the assembly.

1. Press and hold CTRL, then middle-click and drag upward to zoom out.2. Press and hold CTRL, then middle-click and drag downward to zoomin.

3. If your mouse is equipped with a wheel:• Roll the mouse wheel away from you to zoom out.• Roll the mouse wheel towards you to zoom in.• Press and hold CTRL, then roll the mouse wheel away from you tocoarsely zoom out.

• Press and hold SHIFT, then roll the mouse wheel towards you tofinely zoom in.

The zoom function uses the cursor position as the center offocus. Because of this, be sure to place your cursor over thearea of the model you wish to zoom in to.


5. Cursor over the hole next to theteeth. Press and hold CTRL,then middle-click and dragdownward to zoom in to the hole.

6. Click Refit from the maintoolbar to refit the model.

7. Click File > Erase > Current.

8. In the Erase dialog box, click Select All , then click OK to eraseall components of the assembly.



�� "� �� ,�� Direct selection occurs when you place the mouse cursor over afeature or component and click to select.

You can direct select:

• Components• FeaturesPerform direct selection in:

• The graphics area• The model treeSelect multiple items using CTRL.

Select a range of items using SHIFT. Select Components in ModelTree or Graphics Area

The CTRL KeySelect Features in Model Tree

or Graphics Area

�� "� �� ,�� After selecting features, geometry, or components in a model, assembly, ordrawing, you are able to make modifications to the selected items. Directselection is one of the three basic methods of selection.Direct selection occurs when you place your mouse cursor over a feature orcomponent and click to select it. Some key factors about direct selectioninclude:• You can perform direct selection on both components in an assembly andfeatures in a model.

• You can perform direct selection in both the graphics area on a model orassembly, and in the model tree. When you initially cursor over a model inthe Pro/ENGINEER graphics area, the component or feature preselects inthe cyan color. When you select the item, it becomes highlighted in red.The selected item is dependent on whether you have a part or assemblyopen. If you have a part open, a selected feature highlights in a redwireframe. If you have an assembly open, the selected componenthighlights in a red wireframe.

• You can select multiple items by using the CTRL key.• You can select a range of items from the model tree using the SHIFT key. Ifyou select an item, press SHIFT and select a second item, the entire rangeof items in between is also selected.


• You can de-select components or features three different ways:– Press CTRL and click the selected item again.– Click in the graphics area background.– Click Edit > Select > Deselect All from the main menu.


�� "� �� 2��) �� Query selection enables selection of features, geometry, orcomponents that are hidden beneath another item.

Query Selection:

• Select by querying the model.• Select using the Pick From List.

Pick From List

Original Model, Cursor Over to Highlight, Query to Highlight, Select

�� "� �� 2��) �� Query selection is one of the three basic methods of selection. Queryselection enables you to select features, geometry, or components that arehidden beneath another feature or model.

For example, in the figure shown, you may want to select the screw but theother models are obstructing your attempts to select it. In this situation, youcan easily query and select the screw.

2��) � ��Use the following steps to query through components of an assembly orfeatures of a part:

• Move your mouse over a component or feature in the graphics area and itsedges will turn blue, highlighting the preselected item. Preselected meansthat if you click at that moment, that is what will be selected (and turn red).

• Right-click (tap your right mouse button) the preselected model or feature,you can query directly through the initial model or feature to the next modelor feature. You can continue to right-click to query the next model orfeature.


• When you have queried to the desired model or feature, you then click tomake your selection.

Remember – Cursor over to highlight, right-click to query, andclick to select.

!��+ ��" 3�� The Pick From List is similar to querying the model, except that all of thequery possibilities are listed in the Pick From List dialog box. This method ismost useful in very large assemblies or complicated parts.

• Activate Pick From List by moving your cursor over the location you want toquery, then right-click and select Pick From List.

• As you select items in the Pick From List dialog box, they will be highlightedin the graphics area.

• Select the item you want to select from the Pick From List dialog box, thenselect OK to make the selection.


!$��&,�$& �� "� �� 2��) ��

��Use query selection in an assembly and part model.

Step 1: Set your working directory and open QUERY.ASM.


2. In the Select Working Directory dialog box:• Navigate to the folder PTC-Academy.• Double-click the folder Module_01.• Double-click the folder Query.• Click OK to set the folder as your working directory.

3. Click Open from the main toolbar.4. In the File Open dialog box, select QUERY.ASM, and then click Open.

Step 2: Use query to select the screw hidden behind other components.




2. Cursor over the center ofassembly.

3. Right-click to query (tap your right-mouse button) untilSCREW_NO2_SHLDR.PRT prehighlights, and then left-click to selectit.


4. With the screw selected,right-click in the graphics areaand select Open from the pop-upmenu.

It is necessary for youto right-click and hold todisplay pop-up menus.

5. Click Window > Close to closethe window.

Step 3: Use Pick From List to select a feature hidden behind geometryin a model.

1. Cursor over SG_SLOT.PRT andclick to select it.

Query is not required hereas you have easy access toselecting the part.

2. With SG_SLOT.PRT selected,right-click in the graphics areaand select Open from the pop-upmenu.

3. Cursor over the top cylindricalsurface as shown.

4. Right-click and select Pick FromList from the pop-up menu.


5. In the Pick From List dialog box,select F33(REVOLVE_4).

6. Click OK from the Pick From Listdialog box.

7. Click in an empty spot in thegraphics area to de-select thefeature.

Step 4: Use query to select the same feature F33(REVOLVE_4).

1. Cursor over the area at the topof the cylindrical surface wherethe F33(REVOLVE_4) feature islocated.

2. Right-click (tap the right-mousebutton) to query the model untilthe F33(REVOLVE_4) featureprehighlights, and then left-clickto select it.

3. Notice that the selected featurealso highlights in the model tree.

4. Click Window > Close to close the SG_SLOT.PRT window.5. Click File > Erase > Current.




�� "�� The smart filter enables you to select the most common types ofitems that are valid for the current geometrical context.

Smart Filter:

• The selection of features, geometry, or components is a nested process.• Select specific items of interest after the initial selection.

Smart filter selection levels:

• Feature/Component level.• Geometry level (surfaces, edges, or vertices).– You may need to zoom in for surface selection.

Example of Smart Filter Selection Levels

�� "�� Pro/ENGINEER automatically uses the Smart selection filter, if it is available.When using the Smart selection filter, the selection of features, geometry, orcomponents is a nested process. This means you can select specific itemsof interest after the initial selection. There are two levels of selection whenusing the Smart Filter:

• Feature/Component Level – The features that comprise a part orcomponents that comprise the assembly.

• Geometry Level – The surfaces, edges, and verticies (endpoints of edges)that comprise the model geometry.

When selecting a part in the graphics area, your initial selection highlightsa feature in a red wireframe. The Smart selection filter then automaticallynarrows the selection scope, enabling you to select specific items on thatfeature that you wish to either modify or use to create another feature.

For example, you can select an edge where you wish to add a chamfer.The three specific items that you may wish to select highlight differently,as shown in the figure. Selected surfaces highlight as red-shaded items;selected edges highlight in bold red; and selected vertices highlight in red.The entire filtering process occurs automatically.


Assemblies have a similar selection scheme. Components are selectedinitially, followed by geometry such as surfaces, edges, and vertices.

Selection of items usually occurs easier if you zoom in on that areaof the model first.


!$��&,�$& �� "��

��Use the smart selection filter in an assembly and part model.

Step 1: Set your working directory and open SMART.ASM.


2. In the Select Working Directory dialog box:• Navigate to the folder PTC-Academy.• Double-click the folder Module_01.• Double-click the folder Smart.• Click OK to set the folder as your working directory.

3. Click Open from the main toolbar.4. In the File Open dialog box, select SMART.ASM and then click Open.

Step 2: Use the smart selection filter in an assembly.



and Csys Display as required.2. In the graphics area, select component CHASSIS_SIDE-GEARS.PRT.

3. Zoom in to the hole in theupper-left area of the part.

4. Select the planar surface closestto you.


5. Select the cylindrical surface inthe hole.

6. Select the edge of the hole.

7. Select the vertex on the edge ofthe hole.

8. Click in an empty space of thegraphics area to de-select thevertex.

Step 3: Use the smart selection filter in a part model.

1. Press CTRL + D to orient the assembly to the standard orientation.2. In the graphics area, select the M4–MACH_SCREW.PRT model, thenright-click, and select Open from the pop-up menu.

3. Select the slotted extrude featureat the top of the screw.

4. Select the top edge of the slottedextrude feature.

5. Click in an empty space of thegraphics area to de-select theedge.


6. Select the top extrude feature.7. Select the front cylindricalsurface of the top extrudefeature.

8. ClickWindow > Close to close the M4–MACH_SCREW.PRT window.9. Click File > Erase > Current.




�� The selection filter provides various filters to help you selectitems.

Filters include:

• Parts• Features• Geometry• Datums• Quilts• Annotation

The Selection Filter

The Selection Filter Location

�� Each filter in the selection filter narrows the item types that you can select,enabling you to easily select the item you are looking for. All filters arecontext-sensitive, so that only those filters that are valid for the geometricalcontext are available.

For example, the Parts filter would not be available while working in a part;rather it would be available while working in an assembly. Pro/ENGINEERautomatically selects the best filter according to the context. However, youcan always change the filter by simply selecting it from the selection filter.

The following filters are available in Part mode and Assembly mode:

• Parts — Available in Assembly mode only, enables you to only selectcomponents in the assembly.

• Features — Enables you to only select features in a part or componentin the assembly.

• Geometry — Enables you to only select geometry, such as edges,surfaces, and vertices.

• Datums — Enables you to only select datum features, including datumplanes, datum axes, datum points, and coordinate systems.

• Quilts — Enables you to only select surface quilts.• Annotation — Enables you to only select annotation features.


�� +� ��A good understanding of sketcher concepts such as sketchplane, orientation, and references will make you be a betterPro/ENGINEER user.

Sketcher Setup:

• Sketch Plane• Sketch Orientation• Flip View Direction• Use PreviousEdit Sketch Setup

Sketch Dialog Box

Sketcher References:

• Sketcher Geometry Snaps to References• Any Model Geometry Selected in SketcherAdding Additional References

References Dialog Box

�+� �� A sketch is most commonly used to define the shape of an extrude or revolvefeature. In those features, it defines the shape you will extrude or revolve.

Before you can start sketching a shape, you must first use the Sketch dialogbox to select and orient the plane you will be sketching on.

• Sketch Plane — You can select any datum plane or planar surface tobe your sketch plane. The sketch plane will be oriented parallel to yourcomputer screen.

• Sketch Orientation — As soon as you have select a sketch plane,Pro/ENGINEER will automatically select an orientation Reference andattempt to guess the orientation you want the model to be in. The “guess”is made based on the current orientation of your model.– Reference— A datum plane or surface normal to the selected sketchplane is automatically selected as an orientation reference. You canhowever choose any orientation reference you want, as long as it isnormal to the sketch plane.

– Orientation — The orientation direction that the Reference faces iseither Top, Bottom, Left or Right.


• Flip— The Flip button will reorient your sketch so that you are viewing itfrom the other side. The view is rotated 180 degrees about a vertical axis.

• Use Previous— The Use Previous button is a big time saver when youare creating multiple features on the same sketch plane. Clicking it enablesyou to use the sketch plane and orientation of the previous sketch.

&�� +� � �� To open the Sketch dialog box and edit the sketch plane or orientation, clickSketch > Sketch Setup from the main menu, when in sketcher mode.

You must be in sketcher to edit the Sketch Setup. This means youmust edit the definition of the sketch feature or feature that containsan internal sketch.

�+� �� $��You use sketch reference to snap sketch geometry to. For example ifyou want the center of a circle on the edge of a model, you snap to thatedge rather than dimensioning the circle to the edge. This eliminates extradimension and ads intent to your design.

Sketch references are also used by the system for creating the initial weakdimensions and constraints applied when you sketch geometry.

Sketch references appear as brown, dashed entities in sketcher. Typically,the system automatically creates a vertical and horizontal reference using thedefault datum planes in the model.

%�� %�� $��Any time you are in sketcher, you can add additional references. To re-openthe References dialog box, click Sketch > References from the main menu.


!$��&,�$& �� +� ��

��A sketch is most commonly used to define the shape of an extrude or revolvefeature. It defines the shape you will extrude or revolve. In this exerciseyou will learn to select and orient a sketch plane and then select sketcherreferences to help define your sketch.

Step 1: Set your working directory and open SKETCH.PRT.


2. In the Select Working Directory dialog box:• Navigate to the folder PTC-Academy.• Double-click the folder Module_01.• Double-click the folder Sketch.• Click OK to set the folder as your working directory.

3. Use the datum display toolbar at the top of the interface to ensure thatonly the display of datum planes are enabled.




5. In the File Open dialog box,select SKETCH.PRT and thenclick Open.

Step 2: Setup a sketch feature on datum plane FRONT.

1. In the sketcher toolbar, clickSketch Tool .This is located at the top of thesketch toolbar on the right sideof the interface.


2. Use the Sketch dialog box to select and orient your sketch plane:• The Plane collector is highlighted, ready for you to select the planeyou will sketch on.

• In the graphics area, click to select the face of the model markedas X1 in the figure.

• The Reference collector is now highlighted and datum plane TOPhas been automatically selected as the orientation reference.

• The Orientation direction has automatically been set to Top.

3. When you click Sketch, the following will happen:• The sketch plane you selected will be positioned parallel to yourcomputer screen.

• Datum plane TOP will be oriented to face the top of your computerscreen.

• The feature toolbars at the right of the interface will change tosketcher toolbars, ready for you to begin sketching.

• Click Sketch from the Sketch dialog box.

4. Click Hidden line .


Step 3: Change the orientation of your sketch plane and begin sketching.

1. From the main menu, clickSketch > Sketch Setup.

2. From the Sketch dialog box:• From the Orientationdrop-down list, select Bottom.This will force datum planeTOP to face the bottom of yourscreen.

• Click Flip to view the modelfrom the other side. This willrotate the model 180 degreesabout the vertical.

• Click Sketch.

3. Click Plane Display from the main toolbar to disable their display.4. Sketch a rectangle:• Click Rectangle from the sketcher toolbar.The sketcher toolbar is located on the right side of the interface.– In the graphics area, cursor over the brown horizontal andvertical reference lines. Notice the cursor snaps as you passover the reference lines.

– Click at X1 to snap the start point of the rectangle to theintersection of the reference lines.

– Drag your mouse and click at X2 to complete the rectangle. Notethat the actual size of your rectangle is not important at this pointbecause you can use dimensions to change its size at any time.

– Drag your mouse away from the circle and then middle-click atX3 to release the rectangle tool.


Light gray colored “soft” dimensions are automatically createswhen you sketch a shape. If you edited the dimension values,they will change color and became a “strong” dimension.

5. Resize the rectangle:• Click and drag the edges of the rectangle to change its size.• Notice that only two of the rectangle edges will move. This isbecause the other two are constrained to the brown reference lines.

• Double click the value of the vertical dimension, edit it to 7 , andpress ENTER.

• Double click the value of the horizontal dimension, edit it to 25 ,and press ENTER.

Step 4: Add sketcher references and re-sketch the rectangle using thenew references to define the rectangle’s size.

1. In the main menu, click Undountil a few times, until the

rectangle is gone.2. From the main menu, clickSketch > References.

The two references listedwere automatically selectedfor you. These are thehorizontal and verticalreferences you used toplace the start point of therectangle.


3. Select two additional references as shown:• Click the vertex at the end of the hidden line shown at X1.• Click the horizontal edge shown at X2.• Click Close from the References dialog box.

4. Sketch and size a rectangle using the new references:• Click Rectangle from the sketcher toolbar.– Click at X1 to snap the start point of the rectangle to theintersection of the reference lines.

– Drag your mouse down and to the right.– Click to place the endpoint of the rectangle when it is snappedto both the vertex reference shown at X2 and the horizontalreference shown at X3.

– Drag your mouse away from the rectangle and then middle-clickat X4 to release the rectangle tool.

If done correctly, the rectangle will have no soft dimensionsbecause its size is defined by the selected references. If yoursdid not work, click Undo a few times an try again.

5. When finished sketching, click Done Section to complete thesketch.


Step 5: Use the sketch to extrude material from the model.

1. Press CTRL + D to place the model back into a default orientation.

2. Click Shading .3. Ensure that Sketch 1 is still selected. If the sketched rectangle isnot highlighted in red and shown as selected in the model tree, clickit again.

4. With Sketch 1 still selected, start the Extrude Tool from thefeature toolbar.The feature toolbar is located on the right side of the interface.

5. In the extrude dashboard, abovethe graphics area:

• Click Remove Material .

• Click Blind and thenselect Through All fromthe drop-down list.

• Click Complete Feature tocomplete the feature.

Step 6: Move the sketch plane to datum plane FRONT.

1. In the model tree, right-click Sketch 1, then select Edit Definitionfrom the pop-up menu.

2. From the main menu, click Sketch > Sketch Setup to open theSketch dialog box:• In the model tree, click to select datum plane FRONT.• Notice in the dialog box that the Sketch Plane is now datum planeFRONT.

• Click Sketch to close the Sketch dialog box.

3. Press CTRL + D.4. Notice that the sketch has movedfrom the front face of the modelto datum plane FRONT in thecenter of the model.


5. Click Done Section tocomplete the sketch.

6. Middle-click and drag to spinthe model so you can see howExtrude 4 has changed.

7. In the model tree, right-clickExtrude 3, and select Edit fromthe pop-up menu.

8. Double-click the dimensionvalue 7, edit it to 15 , and pressENTER.

9. Click Regenerate from theedit toolbar to update the modelusing the new dimension value.The edit toolbar is located at thetop of the interface.

10. Middle-click and drag to spin themodel so you can see how it haschanged.

Because Sketch 1referenced the edge ofExtrude 3, it grew asExtrude 3 grew.

11. Click File > Erase > Current, then click Yes to confirm.



PPTTCC ‐‐ FFIIRRSSTT PPrroo//EENNGGIINNEEEERR WWiillddffiirree 55..00

HHaannddss OOnn WWoorrkksshhoopp

WORKSHOP USE ONLY Please do not write notes in this book or remove

from the workshop. It will be used by all participants.

FIRST Hands On Workshop

FIRST Hands On Workshop Page 1

Table of Contents

FRC and FTC ‐ Getting Started Information ......................................................... 5

PTC is offering FREE software to all FIRST teams! .............................................................. 5

Introduction to Sketcher ..................................................................................... 7

Sketch a Robot Smiley Face ................................................................................................ 7

Sketcher Challenge Exercises ............................................................................................ 12

2D Concept Sketching ....................................................................................... 13

Simple Sketch with Motion ............................................................................................... 13

Scissor Jack Sketch ............................................................................................................ 16

2D Concept Sketching Challenge Exercise ........................................................................ 28

2D Layout in 3D ................................................................................................................. 29

2D Layout in 3D Challenge Exercise .................................................................................. 34

Part Modeling ................................................................................................... 35

PTCU Training ‐ Modeling ................................................................................................. 35

Create Spline Boss ............................................................................................................. 35

Create Center Flange ........................................................................................................ 42

Create Key Boss ................................................................................................................. 43

Create Mounting Holes ..................................................................................................... 45

Add Draft, Chamfer and Fillet ........................................................................................... 47

Model Information ............................................................................................................ 50

Part Modeling Challenge Exercise .................................................................................... 54

Sheet Metal ....................................................................................................... 55

PTCU Training – Sheet Metal Design ................................................................................ 55

Create Bent Geometry ...................................................................................................... 55

Copy & Paste ..................................................................................................................... 58



Create Flat Geometry ........................................................................................................ 59

Bend Back .......................................................................................................................... 69

Flat Pattern ....................................................................................................................... 70

Data Exchange ................................................................................................... 72

Opening Non‐Pro/ENGINEER 3D Files (STEP) ................................................................... 72

Adding Non‐Pro/ENINGEER 3D Files (STEP) to an Existing Model .................................... 73

Opening Non‐Pro/ENGINEER 2D Files (DXF) ..................................................................... 76

Part Drawing ..................................................................................................... 78

PTCU Training ‐ Detailing .................................................................................................. 78

Create a Part Drawing ....................................................................................................... 78

Add Additional Views ........................................................................................................ 84

Add Dimensions and Notes ............................................................................................... 87

Part Drawing Challenge Exercise ...................................................................................... 94

Assembly ........................................................................................................... 95

PTCU Training ‐ Assemblies ............................................................................................... 95

Wheel Assembly ................................................................................................................ 96

Explode State .................................................................................................................. 105

Frame Subassembly ........................................................................................................ 107

Assembly Challenge – Complete the Frame Subassembly ............................................. 120

Assembly Challenge ‐ Frame Top Level Assembly .......................................................... 124

Assembly Tools ............................................................................................................... 128

Cross Sections ................................................................................................................. 129

Mass Properties .............................................................................................................. 130

Interference Checking ..................................................................................................... 130

Replace Components ...................................................................................................... 133



Assembly Drawing ........................................................................................... 136

PTCU Training – Detailing ............................................................................................... 136

Create an Assembly Drawing with BOM Report ............................................................. 136

Assembly Drawing Challenge Exercise ............................................................................ 143

Mechanism Design .......................................................................................... 145

PTCU Training – Mechanism Design ............................................................................... 145

Pin Joints ......................................................................................................................... 146

Slider Joint ....................................................................................................................... 152

Mechanism Design .......................................................................................................... 156

ProjectLink Document Management .............................................................. 162

PTCU Training – Windchill ProjectLink ............................................................................ 162

Folders or Documents Management .............................................................................. 163

Collaboration with the Project Team .............................................................................. 165

Document Change Management .................................................................................... 168

ProjectLink CAD Data Management ................................................................ 170

PTCU Training – Windchill ProjectLink ............................................................................ 170

Register Windchill Server in Pro/ENGINEER ................................................................... 171

Check CAD Data into Windchill ....................................................................................... 175

CAD Data Management .................................................................................................. 176

Viewing 3D CAD in ProductView ..................................................................................... 178

Appendix ......................................................................................................... 181

PTCU Skill Assessments ................................................................................................... 181

Pro/ENGINEER Wildfire 5.0 Quick Reference Card ......................................................... 181



CAD Files

The CAD files required for this tutorial can be downloaded from this location: http://download.ptc.com/company/community/first/ptc_first_how_edu.zip

Document Format & Printing

This document is setup to be printed with (2) pages per sheet to minimize the total number of printed pages. If available, please setup your printer for double sided and multi‐page printing.

Conventions

Information is provided at the start of many tasks.

Tips are provided along the way, with time‐saving or alternate techniques.

Notes are provided with additional useful details, which may not be required to complete the tutorial.

• Menu commands are shown in Bold

• The comma character , is as a separator between commands

• Icons are shown in line with command text

• Keyboard keys are shown in Bold CAPS

• The left, middle and right mouse buttons are referred to as LMB, MMB, RMB

http://download.ptc.com/company/community/first/ptc_first_how_edu.zip�

http://download.ptc.com/company/community/first/ptc_first_how_edu.zip



FRC and FTC ‐ Getting Started Information

PTC is offering FREE software to all FIRST teams!

This software will help you design your robot more efficiently, and help you collaborate more effectively with your team. Check out http://www.pt.com/go/softwareforfirst for all the details.

Available Software

• Pro/ENGINEER ‐ PTC’s integrated 3D CAD/CAM/CAE software

• Mathcad ‐ PTC’s Engineering Calculation software

• Windchill ‐ PTC’s Collaboration and Data Management software

• ProductView ‐ PTC’s Visual Collaboration software

Resources for FIRST Teams

• Quick Getting Started Guide

• Detailed Getting Started Guide

• Download the FRC and FTC Kit of Parts ‐ www.ptc.com/go/firstkop

Training Materials/Events

• Recorded Video Webinars/Workshops

• Regional Live Hands‐On Workshops

• Resources and Information on PTC Products

• Training and Support for FIRST Teams

• FIRST Discussion Forums

• Getting Started with Pro/ENGINEER® Wildfire™ 4.0 A Tutorial‐based Guide to Workflow

https://pds.ptc.com/Windchill/servlet/AttachmentsDownloadDirectionServlet/primary?oid=OR:wt.doc.WTDocument:617807178�



http://www.pt.com/go/softwareforfirst

http://www.ptc.com/products/proengineer/

http://www.ptc.com/products/mathcad/

http://www.ptc.com/products/windchill/projectlink/

http://www.ptc.com/products/productview/

http://www.ptc.com/WCMS/files/99574/en/Quick_Getting_Started_Guide.pdf

http://www.ptc.com/WCMS/files/77175/en/Getting_started_guide.pdf


http://www.ptc.com/go/firstworkshops

http://www.ptc.com/appserver/wcms/standards/textoimgothumb.jsp?&im_dbkey=99475&im_language=en

http://www.ptc.com/appserver/mkt/educational/program.jsp?&im_dbkey=98962&icg_dbkey=851



http://www.ptc.com/view?im_dbkey=63518



• PTC University ‐ http://first.ptculms.com Web‐based training for Windchill ProjectLink, Pro/ENGINEER & Mathcad

http://first.ptculms.com/




Introduction to Sketcher

An important aspect of using Pro/ENGINEER is to be proficient with sketcher. This short exercise will help familiarize you with the basic tools and operations in sketcher.

Sketch a Robot Smiley Face

1. File, New or , Sketch

2. RMB Centerline , click once near the center, then move the mouse to the left

or right to make a horizontal line, and click again to place the centerline. Do the same for the other axis, but move the mouse up or down to make it vertical.



3. To make the first eye, select Circle from the sketcher toolbar, click in the top

right or left section and move the mouse away to make the circle larger, and then click again to set the diameter.



4. To make the next eye, select the first eye by clicking on it with the One‐by‐One

tool then select Mirror and click on the vertical centerline. The eye will

appear mirrored on the other side of the line.

5. The mouth will be a multi‐part process. First, RMB Rectangle , click below the

horizontal centerline to start the rectangle and then move the mouse over to the other side of the vertical centerline, either above or below the first point to give it height, and position it about an equal distance from the vertical centerline on both sides and it will snap to being equidistance from the centerline. Click to confirm the shape.



6. RMB Line , then click on a corner of the rectangle and move away to make a

corner of the smile, then back to the corner vertically opposite the starting point and hover over the point, it should lock. MMB to start a new set of connected lines. Do the same thing on the other side.



7. Select Make two points symmetric… under the Constraints Tools then

click on each of the corners of the smile and then the vertical centerline.

8. Select Delete Segment and click and drag it to trace a line over the two sides

of the rectangle which are now in the smile.

9. Using the One‐by‐One tool, you can now click and drag the corners of the mouth to make the mouth a smile or a frown.

10. Select Dimension and LMB pick one of the lines connected to the corners of

the mouth, then MMB nearby to place the dimension, OK. LMB, Lock on the new dimension. This will keep that dimension the same length.

11. Now try dragging the corners around and see the difference.



Sketcher Challenge Exercises

1. Create the sketch shown below. Experiment with different drawing and constraint techniques.

2. Create the sketch shown below. Experiment with different drawing and constraint techniques.



2D Concept Sketching

An important aspect of using Pro/ENGINEER is to be proficient with sketcher. Sketcher enables a FIRST team to conceptualize their future robot. The FIRST team can then truly define dimensions, space claims, and all the parts of the robot that they will eventually use when they start building. By using Pro/ENGINEER, you will be able to avoid problems because you are using real world dimensions to drive your concepts. You do not get these advantages when using PowerPoint or a whiteboard to develop a concept.

Simple Sketch with Motion

1. File, Open , 2D Sketching folder, 1‐sketcher.prt, Open

2. Use Sketch tool , Use Previous.



3. Create two datum points by selecting , dimension as shown by double‐clicking

on the dimension values. Enter the values shown and press ENTER.

4. Create entities using lines. Dimension it as shown. Take your time to ensure it is exactly as shown. There are three lines. To place a dimension using dimension tool, LMB both references, then MMB to place dimension.

5. Lock all dimensions, except for the 60 degree value. Select all dimensions (except 60 degrees) and RMB Lock.



6. Toggle off the dimensions with , and drag top horizontal entity around.



7. This mechanism is a concept for a pneumatic powered elevator such as the Down‐A‐Vator below. See how you can simplify a complex 3D assembly into a 2D sketch? The dimensions of the sketch above will help drive the linkage lengths of a mechanism like this.

Scissor Jack Sketch

In the following exercise, you will be developing a 2D mechanism inside of sketcher that will ultimately be something similar to the two images below.



Sketcher is a very useful tool that can be used to develop an idea. You may have some grand ideas that you want to test out and sketcher is the place to start! Plus, when you have your idea sketched out, you now have the required dimensions to make your idea into reality.

1. File, Open , 2D Sketching folder, 2‐sketcher.prt, Open

2. Start a new sketch by selecting and then select the FRONT plane to sketch

on. You’ll see the dialog box similar to this, then click Sketch.



3. Toggle off the datum planes by selecting . Create a centerline that is

horizontal and along the horizontal reference. RMB (hold it there for a moment)

and select Centerline , and then select along the horizontal reference two

times to make the centerline. It should then show you a centerline icon as shown.



4. Next you need to create a line. RMB Line , then create the line shown. You

should notice that Pro/E assumes it is a symmetrical line if you draw the line to the right length. Modify the dimensions to reflect 10 and 16 as shown.

5. Next create two centerlines that are horizontal along the top and bottom of the line you sketched.



6. Next sketch the start of the scissor jack portion on the left. Create two lines as

shown. RMB Line



7. Use the constraints available in sketcher to force one leg to be equal in length to

the other. Pick under the constraints tool, and select one leg and then the

other you just sketched. Then Close the dialog box. You should now only see one angle dimension.



8. Sketch the next two lines. RMB Line . You should see that sketcher wishes to

make them parallel to the lines you already created. This is what you want to see, so let sketcher make that assumption for you.

9. Finish off the scissor jack with two more lines. Again, accept sketcher’s

assumption to make them parallel. RMB Line



10. Create a circle with RMB Circle , at the intersection of center of the two

references on the right. Then change the diameter of the circle to 8 by double clicking on the dimension.

11. Create a line from the center of the circle to the outer edge of the circle as

shown. RMB Line . Sketcher will make a dimension for you. Make a new

dimension from the line to the center reference, RMB Dimension . To make a

dimension, pick the line you sketched, the horizontal reference and then middle button to place the dimension. It should now look like the below image.



12. Create one final line between the two points shown. RMB Line . Dimension

this new line to be a value of 9. After you do this, you will see only a few dimensions remain. You have completed the sketch.

13. Now that the sketch is finished, drag the mechanism using the line inside the circle as the driving value. Click the line and hold while dragging.



Why isn’t it creating the motion that you desire? Can you fix it without looking at the next step? There is something that needs to be done to the sketch before it can be dragged as you would like the motion to happen.

14. Click on all the values in the sketch, except for the angle of the line in the circle and then RMB Lock. This will keep the length of all sketcher values unchanged while dragging it. Try and drag it now!

15. Another method of dragging one or many dimensions is to use the modify command in sketcher. Click on the angle dimension that you’ve been dragging and then RMB Modify or on the sketcher toolbar. You can then drag the thumbwheel in the dialog box.



The modify dimension dialog box is always a useful tool to check out in sketcher. You can quickly find out the feasibility of specific dimensions you wish to modify. Also, the Lock Scale checkbox enables you to scale your entire sketch either larger or smaller.

16. An additional thing that you can do with a sketch is to change its entity properties. Select one or a few entities and then RMB Properties.



17. Change a few of the properties of some lines. You can also make a window around entities for multiple selections. This enables you to organize and specify sections of your sketch.

18. Window, Close



2D Concept Sketching Challenge Exercise

1. Create the following sketch and control the angle of the two control arms using geometric constraints and locked dimensions. The completed sketch should pivot back and forth between 13 and 167 degrees without intersecting itself. HINT: control the angle using the dimensioned centerline.



2D Layout in 3D

Thank you to Liberty High School ‐ Team 2775 Robotics (http://libertyrobotics.com) for letting us use their Pro/ENGINEER design models for the content of this demonstration. Their 2009 robot “Shred” features a mechanism hopper that holds 15 balls. The hopper collects balls in the lower position and then lifts to a position above the goal, which the same roller which is used as an intake is also used to score the balls.



This exercise will show you how to organize entities and to use sketcher for coming up with a workable concept that can be used to build the robot.

1. File, Open , Sketcher Layout folder, 2009_robot.asm, Open. You may want to

toggle off all construction geometry, , , , .

2. Spin the model around to take a look at the final design. This exercise will investigate the concept model of this robot.

3. File, Open , Sketcher Layout folder, 2775_layout.prt, Open



Take note of the different entity colors and styles in this part. You can change the colors of the entities in sketcher or you can change the colors outside of sketcher by RMB and selecting properties.

4. The model tree reflects the names of the different parts of the robot. Select the different features to highlight the respective entities and construction geometry in the model.

5. Select the two lifter features (lifter_1 and lifter_2) from the model holding down the control key to pick both. After you have the selected, RMB Properties.



6. Change the color to any color you wish to. Click on Apply, Close when finished.

7. Continue this exercise by changing many more entities. Change the color and style of many entities.

8. Next, let’s make some changes to the geometry. Select the Lifting_Frame feature and RMBEdit Definition.



This is a complex sketch. All of the dimensions have been locked, except for the distance between the frame and the ground, which is the dimension value of 10 on the right hand side of the sketch.

9. Select the dimension of 10 and RMB Modify . Or alternatively, you can drag

the mechanism to a higher position. A value of about 45 is good. Toggle off

dimensions and constraints, , to make it easier to see.



2D Layout in 3D Challenge Exercise

1. Create the following sketches in a new part model to represent the TOP, FRONT and SIDE view of a standard Andy‐Mark chassis. Use the Default datum planes to start the sketches and then create new datum planes to locate the additional sketches. Use approximate dimensions.



Part Modeling

PTCU Training Modeling

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating solid models in Pro/ENGINEER.

Title Description

Modeling The Modeling Course provides introductory learning in the basics of Pro/ENGINEER and progresses to advanced topics such as Parameter Driven Parts and Sweeps and Blends. Users who are new to Pro/ENGINEER should take this course and it is a prerequisite for most of the other COACH courses. (COA‐CEK2649)

Create Spline Boss

1. Start Pro/ENGINEER, File, New or , ensure that Part is the Type and Solid is

the Sub‐type, type “coupler” for the name, OK in the dialog box


http://first.ptculms.com/cadtrain/coachlms/client/browsecourses?newSearch=true



2. In the Right Side Toolbar, Sketch , Select Front as the sketch plane, Sketch in

the dialog box

3. Circle , LMB at the origin of the sketch plane, drag until there is a small circle,

LMB, MMB to finish circle



4. Double‐click the diameter dimension of the circle, type in 1.25, [ENTER], Done

5. In the Right Side Toolbar, Extrude , select Sketch 1 in the model tree or graphics area

6. In the dashboard type 0.85 for the depth value, Done



Many powerful tools are located in the dashboard. Be sure to become familiar with the tools within the dashboard.

7. In the Right Side Toolbar, Sketch , select the top of the cylinder

(Surf:F6(EXTRUDE)) as the sketch plane, Sketch in the dialogue box

8. RMB Centerline (or ), Snap 2 points on the vertical reference Y‐axis, MMB

9. Rectangle , start on the X‐axis to the left side of the Y‐axis, drag up and to the

right, ensure that it snaps symmetric to the Centerline, MMB to finish

10. Double‐click the horizontal dimension, type 0.20, [ENTER]

11. Double‐click the vertical dimension, type 0.40, [ENTER]



The sketcher diagnostic tools help you identify and fix common problem areas in sketches.

12. LMB Shaded Closed Loops . You should see a shaded area like the one below.

If you do not, use the other tools to ensure that you have a closed loop.



13. Done Sketch Complete.

You can use the Extrude Tool to either add or remove material from your design by simply toggling the Remove Material icon in the dashboard.

14. In the Right Side Toolbar, Extrude , select Sketch 2 in the model tree or graphics area

15. Remove Material , if needed, Flip so that the direction is into the cylinder,

(make sure you are flipping the correct axis) Through All , Done

Using patterns allow you to place identical features on your design with speed and ease. There are multiple different types of patterns to increase the flexibility of the pattern tool.



16. Select Extrude 2 if needed, RMB Pattern, in the dashboard change the type to

Axis, Display Axes to display axes, select Axis A_1 in the graphics area, type 6

[ENTER] for the number of members, Set Angular Extend , type 360 [ENTER]

for the angular extend, Done

17. Hole , select axis A_1 and CTRL‐LMB the top of the cylinder

Surf:F1(EXTRUDE1), type 0.65 [ENTER] for the diameter, Through All , Done

18. Toggle Axis Display to hide axes



Create Center Flange

1. In the Right Side Toolbar, Extrude , RMB Define Internal Sketch, select the bottom of the cylinder Surf:F1(EXTRUDE1) as the Sketch Plane, Sketch

2. Circle , LMB at the origin of the sketch plane, drag until there is a small circle,

LMB, to finish circle then LMB at the origin again, and create a larger circle. LMB, MMB to finish the circle.

3. Double‐click the diameter dimension of the larger circle, type in 3.00, [ENTER], Double‐click the diameter dimension of the smaller circle, type in 0.42, [ENTER]

Done



4. In the dashboard, type 0.2 [ENTER] for the depth, ensure that the direction is

away from the bottom of the cylinder, Done

Create Key Boss

1. In the same document, Display Planes to show planes

2. Revolve , RMB Define Internal Sketch, select RIGHT plane, Sketch



3. Sketch menu, References, select Surf:F16(EXTRUDE_3) (the one on the flat side of the feature), select F1(Front), Delete, Close

Using appropriate references ensure an accurate design and flexibility for any design changes.

4. RMB Centerline , LMB to snap to the X‐axis (2 times), MMB

5. With the centerline still selected, RMB Axis of Revolution

6. Line , LMB just to the above of the origin of the references selected, draw a

horizontal line to the left, LMB,

7. Sketch a line up, LMB

8. Sketch a line up and to the right, back to the Y‐axis, LMB

9. Sketch a vertical line down back to the first point, MMB

10. Dimension as shown below



11. Use the Sketcher Diagnostic Tools to ensure that all feature requirements are

satisfied, Done

12. In the dashboard, ensure that the revolve angle is 360, Done

Create Mounting Holes

1. Hole , Surf:F16(Extrude3),

2. Display Planes to show planes, drag offset references to the Top Plane, and the other to the Right Plane



3. Double‐click the offset reference values, type 0.75, [ENTER]

4. Create Standard Hole , ensure that Adds Tapping is unchecked , change

the type to UNC, select 1/4 ‐20, select Clearance Hole , Through All , Done

5. If needed, select the hole just created, Pattern , in the dashboard change the

type to Axis, Display Axes to display axes, select Axis A_1 in the graphics area,

type 4 [ENTER] for the number of members, Set Angular Extend , type 360

[ENTER] for the angular extend, Done



Add Draft, Chamfer and Fillet

1. In the Right Side Toolbar, Draft , select the outside of Surf:F16(EXTRUDE_3)

2. RMB Draft Hinge, select the top of Surf:F16(EXTRUDE_3), double‐click the angle

value, type 10, [ENTER], Done



3. In the Right Side Toolbar, Chamfer , select Edge:F16(EXTRUDE_3), double‐

click the value, type, 0.1, [ENTER], Done



4. In the Right Side Toolbar, Round , select Edge:F17(REVOLVE_1), double‐click

the value, type, 0.1, [ENTER], Done



Model Information

1. View Manager , Xsec tab, New, type “Right”, [ENTER], select Done from the

Menu Manager, select RIGHT from the model tree

2. Double‐click RIGHT in the Xsec tab,



3. Double‐click No Cross Section, Close

4. File menu, Properties, on the same line as Material select change. Double click pvc.mtl, then RMB Assign. OK, Close.

Mass properties, such as center of gravity, have a significant effect on the performance of the robot design the game. Use this information to better your design.

5. Analysis menu, Model, Mass Properties, select Default_CSYS from the model

tree, change type to Feature, Done



6. Analysis menu, Measure, Distance, LMB the first hole in the pattern, LMB axis

A_1, change type to Feature, Done

7. In the dashboard, select the down arrow for the Appearance Gallery , then

open the Appearance Manager.

8. Select to Create New Appearance, then click the colored rectangle across from Color, and select the drop down for the Color Wheel.

9. Pick a color on the wheel then Close, and Close, and the new color will be selected for the Appearances Manager.

10. Select the color and then select a desired surface and MMB or OK.



Part Modeling Challenge Exercise

1. Create the following model using the information provided below. Use any combination of feature types to create the shape; revolve, extrude, hole, round, chamfer and rib. Experiment with internal and external sketch dependencies. All draft angles are 2.00 degrees, chamfers are .09x45 degrees and fillets (rounds) are R .09.

HINT: Experiment with the Profile Rib and AutoRound features. If you have not used Profile Rib before, search for it in the Help System.



Sheet Metal

PTCU Training – Sheet Metal Design

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating constant thickness sheet metal models in Pro/ENGINEER.

Title Description

Sheet Metal Design The Sheet Metal Design course teaches users the basics of operating in the Sheet Metal Mode in Pro/ENGINEER as well as advanced techniques such as User‐Defined Shapes and complex rips and corner reliefs. (COA‐CEK2656)

Create Bent Geometry

This tutorial will provide a foundation in sheet metal part modeling by recreating an example from the FRC Kit of Parts.

1. File, Open , Part Design folder, tilt_base.prt, Open

This portion of the tutorial will show how to create and edit a flat wall from a predefined wall shape

2. Pick or Insert, Sheetmetal Wall, Flat

3. Pick Edge:F5(FIRST WALL) as the reference to attach the wall





4. Use the drop down menu from the dashboard to select predefined flat wall shapes. Select a few different ones and view the on screen preview

5. Select Rectangle, Set the height value to 1.3, MMB or to complete the flat

wall



This portion of the tutorial will show how to create a flange wall using a predefined profile

6. Pick or Insert, Sheetmetal Wall, Flange

7. Pick Edge:F13 (FLAT1) as the placement reference for the flange wall

8. Use the drop down menu from the dashboard to select predefined flange profiles, choose I

9. Set the height value to 0.5, MMB or



Copy & Paste

This portion of the tutorial will cover how to copy and paste sheet metal geometry to expedite part creation

1. Ctrl + pick Flat1 and Flange1 from the model tree



2. Edit, Copy or Ctrl+C, Edit, Paste or Ctrl+V, Pick Edge:F5(FIRST WALL), MMB or

Create Flat Geometry

This portion of the tutorial will show how to flatten out a sheet metal part

1. Pick or Insert, Bend Operation, Unbend, Done

2. Pick Surf:F5(FIRST WALL)



3. Select Unbend All, select Done, Select OK or MMB

This portion of the tutorial will show how to make sheet metal cuts and create a direction pattern

4. Pick or Insert, Extrude, RMB Define Internal Sketch, Pick Surf:F5(FIRST WALL)



5. Select Sketch or MMB to enter sketcher

6. Select to create a circle, click and drag to create a circle in the location

shown.

7. Set the diameter to 0.7

8. Change the reference distance from the vertical reference to 2

9. Change the reference distance from the horizontal reference to 1

10. Select beside to expand, Select to create a centerline



11. Click 2 locations along the vertical reference to place the centerline

12. Pick the circle

13. Select and pick the centerline to mirror the circle



14. Select to complete the sketch, MMB or to complete the cut

15. Select Extrude 10 from the Model Tree

16. RMB Pattern, Change the pattern type to Direction

17. Toggle on datum plane if necessary. Pick datum plane Front as the reference



18. Set the pattern spacing to 1 and number of members to 3, MMB or

This portion of the tutorial will show an alternate way to use a direction pattern

19. Pick or Insert, Extrude, RMB Define Internal Sketch, Pick Surf:F5(FIRST WALL), Select Sketch or MMB to enter sketcher.



20. Select , click and drag to create a circle in the location shown.

21. Set the diameter to 0.2

22. Change the reference distance from the vertical reference to 2.8

23. Change the reference distance from the horizontal reference to 1.3

24. Select to complete the sketch, MMB or to complete the cut



25. Select Extrude 11

26. RMB Pattern, Change the pattern type to Direction

27. Pick datum plane Front as the first reference



28. Set the pattern spacing to .5 and number of instances to 6

29. Click the dashboard box to add a second reference



30. Pick datum plane Right as the second reference

31. Select to flip the direction

32. Set the number of instances to 2

33. Set the pattern distance to 5.6



34. MMB or to complete the second pattern, toggle off the datum plane display

Bend Back

This portion of the tutorial will show how to bend the sheet metal part back from its flattened version. Notice the flat cuts will properly bend back with their respective walls

1. Select beside to expand, select or Edit, Bend Operation, Bend Back, Pick

Surf:F5(FIRST WALL), MMB or select OK



2. Select BendBack All, Done or MMB, OK or MMB to complete

Flat Pattern

This portion of the tutorial will show how to make a flat pattern. The flat pattern is used as a manufacturing template which allow cuts to be made before bends are added

1. Select or Insert, Bend Operation, Flat Pattern, Pick Surf:F5(FIRST WALL)



Sheetmetal Challenge Exercise

2. Create the following model using the information provided below.



Data Exchange

When designing and collaborating with others on your CAD design, you may need to use non‐Pro/ENGINEER 2D or 3D files. This is not a problem since Pro/ENGINEER reads and writes to numerous industry standard 2D and 3D formats. The following tutorials will show you how easy it is to open, add, repair and reuse data from other systems in Pro/ENGINEER.

Opening NonPro/ENGINEER 3D Files (STEP)

In the following exercise, you will be working with a STEP file which is a common data exchange format for 3D CAD models.

1. File, Open , set Type to All Files (*), DEX folder, rcs‐20.stp, Open

2. Accept the default value of Part and choose OK



3. Use the MMB to spin the model and view the geometry.

4. Change from Shaded graphics to No Hidden Line and back with and

If the model is opened and imported into Pro/ENGINEER as a complete 3D model, the edges will be white. The easiest way to verify this is to change from Shaded display to No Hidden Line.

5. File, Close Window

Adding NonPro/ENINGEER 3D Files (STEP) to an Existing Model

1. File, New, Part, OK



2. Turn on the Display of Datum Planes (if they are off)

3. Look at the feature structure in the model tree

By creating a new model using the standard 3D model template, you have default datum planes, coordinate system, layer scheme, etc. This is important if you are building all your CAD models from the same standard template and also to have a set of datum planes for assembling the component. In comparison, when the file is opened directly, you will only have the items available in source model in your new Pro/ENGINEER model. This technique ensures you have consistent Pro/ENGINEER models regardless of their source.



4. Insert, Shared Data, From File…, set Type to All Files (*), DEX folder, rcs‐20.stp, Open

5. Choose OK from the Choose Solid Options and Placement dialog box to use the “Default” coordinate system.

6. Use the MMB to spin the model and view the geometry.




Opening NonPro/ENGINEER 2D Files (DXF)

In the following exercise, you will be working with a DXF file which is a common data exchange format for 2D CAD drawings.

1. File, Open , set Type to All Files (*), DEX folder, a_7z_4‐f2608.dxf, Open

2. Accept the default value of Drawing and choose OK

3. Accept all the default options in the Import DXF dialog box, then OK



4. Use the MMB to zoom in and out and Shift‐MMB to pan the drawing.




Part Drawing

PTCU Training Detailing

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating 2D drawings in Pro/ENGINEER.

Title Description

Detailing The Detailing course teaches users how to create a drawing, add views, sections, dimensions and text. This course also shows users how to utilize a format. (COA‐CEK2652)

Ideas and engineering information are often shared with others in the form of an engineering drawing or blueprint. Now that you have created a solid model, it is now time to use the model to create a drawing.

This tutorial will lead you through the step by step process to create an engineering drawing including: how to choose a size and format, how to create various types of drawing views and show, and show how to create dimensions and notes.

Create a Part Drawing

1. File, New , Drawing, enter new Name: “coupler”, enter Common Name:

“COUPLER”, uncheck Use default template, OK from the New dialog box.





2. Browse, Part design, coupler_complete.prt, Open, Empty with format, choose c_part.frm by clicking Browse next to the Format drop down menu and then selecting c_part.frm in the Formats folder that came with the Hands On Workshop files, Open, OK. Press Enter or to accept sheet 1, enter “your name” for Drawn By and press Enter or



3. Pick the Layers icon to display the layer list in the Model Tree, RMB Hide on the icon, Layers to toggle back to the feature list in the Model Tree.

4. Use the MMB to zoom in or to review the title block. Use to zoom back to

the full drawing

Engineering drawings will always have a standard border and title block. In Pro/ENGINEER, this is referred to as the drawing format. This item is used in the drawing, but only the title block text is ever changed.

5. RMB Insert General View…(on the sheet), pick on the upper left area to place the first drawing view

6. Double click Top to set the view orientation.



7. Pick OK or MMB to confirm.

8. Select the Top view just created, RMB Insert Projection View… Move the mouse below the first view and LMB click to place the projection view



Projection views are dependent on the general view they reference. Move the general view and the projection views will follow

9. Select the general Top view, RMB Insert Projection View…, move the mouse horizontally and LMB click to place the second projection view as shown

10. With the second project view selected, RMB Properties, pick Sections in

Categories column, 2D cross‐section. Pick to add cross‐section to view,

select A to reuse a previously created cross section

11. Drag the horizontal scroll bar, LMB pick to activate the Arrow Display section, then select the general Top view, OK or MMB



12. Double click the note SCALE: 1:1 located in the lower left corner of the screen,

enter 1.5, MMB or to change the scale

Drawing scales can be individually set within the drawing view window

13. RMB Lock View Movement to unlock the view movements, LMB click and drag the views to the layout as shown

14. Change active display to No Hidden , Repaint



Add Additional Views

This portion of the tutorial shows how to create a detail view. Detail views are enlarged views which are very useful when dimensioning small complicated portions of parts

1. RMB Insert Detailed View, LMB select the edge as highlighted below

2. LMB pick on the view a few times to sketch a spline encompassing the keyway area that we want to show in detail, MMB to finish the spline, LMB pick at the middle empty area to place the detail view as shown

3. Go to the Annotate tab, then select the annotation “SEE DETAIL A” in the Front view, drag and move it to get closer to the view



4. Go to the Annotate tab, then select the annotation below the detail view, double click the 3.000, enter 2.0 as the new scale factor to scale the detail view smaller, MMB to confirm

This portion of the tutorial shows how to create a alternative general view in the isometric perspective

5. RMB Insert General View…, LMB pick the lower right corner to place the general view. Double click ISOMETRIC to orient the view



6. Pick View Display in the Categories column, change Display style to Shading

7. Pick OK or MMB



Add Dimensions and Notes

This portion of the tutorial will introduce how to show, create and erase dimensions in the drawing

1. Under the Annotate tab, pick Show Model Annotations; the dimensions of the part will be showing. Select the Revolve feature in the model tree to exclude all dimensions not in the Revolve. Check all the boxes to so the dimensions are highlighted.

2. Continue to select the chamfer feature and the draft feature as shown



3. OK, review the dimensions

4. In the Model Tree, hold Ctrl and select Extrude 1 and Extrude 3 , RMB Show Model Annotations, and select the Φ1.25. OK



5. Hold Ctrl and select dimensions Φ1.00, Φ.60, 10˚in the Top view and the dimension Φ1.25 in the Front view, RMB Move Item to View, select the cross‐section view as the target view

6. LMB select the Top view, RMB Cleanup Dimensions, Apply and Close the Cleanup Dimensions dialog box, select 97.5˚ and drag it to adjust its position as shown

7. Select the cross‐section view, RMB Cleanup Dimensions, Apply and Close the Cleanup Dimensions dialog box



8. Select the snap line of Φ1.25 as highlighted below, drag it to the below of the view

9. Select the note “SECTION A‐A”, RMB Properties, pick Text Style tab, change Horizontal to Center, OK



10. Select the dimension 10˚ and drag it to upper side as shown, then select 10˚, RMB Flip Arrows, drag the text to adjust its position in the view as shown

11. Select or RMB Dimension‐ New References. LMB pick the top and bottom edges as shown



12. MMB at the right of the section view to place the dimension, MMB to confirm

13. Select the 360˚in the Front view as shown, RMB Erase

14. Pick Show Model Annotations, and choose the third tab.



15. Select the lower hole feature as highlighted in the Front view

16. Pick OK, LMB select the hole annotation and move it to adjust its position as shown



Part Drawing Challenge Exercise

1. Dimension the detail view as shown.



Assembly

PTCU Training Assemblies

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating assemblies of solid models in Pro/ENGINEER.

Title Description

Assemblies The Assemblies course teaches the basics in assembly design and constraints. Users learn how to assemble existing parts in a Bottom‐Up Design methodology. They also learn how to build a Design‐In‐context, or Top Down Design structure. In doing so, users must learn how to create, apply and manipulate Skeletons and Map Parts. (COA‐CEK2650)

This tutorial will cover some fundamental functionalities in Pro/ENGINEER Assembly module, such as assembling components, exploded view, replace component, mass properties of assembly, Interference checking, etc.

The content for this tutorial is from AndyMark, Inc. This will be a version of their C‐Base Kit Chassis for the 2009 FRC. We will be using the ‘short and wide’ version with 24 inch c‐channels and a four wheel drive system. While there are many ways to assemble this, we are using AndyMark’s documented method.





Wheel Assembly

1. File, Open , Assembly, double click on c_base_wide_complete.asm. This is

the final assembly that will be built in this exercise. Window, Close.

2. File, New , change Type to Assembly(*.asm), and enter wheel‐slick for the

name, then OK.



3. Pick Assemble , Assembly, select wheel.asm. After the part appears, MMB, RMB, and select Default Constraint. Click (or MMB) to finish. This places the first component in this new assembly.



4. Pick Assemble , Assembly, select 1614z_bearing.prt, OPEN

Here are some valuable tricks! To pan the part being assembled around, use CNTRL‐ALT‐RMB and drag the part around. Use CNTRL‐ALT‐MMB to spin the new component. If you don’t use the CNTRL‐ALT action, you can spin, zoom and pan all the parts around at the same time together. Priceless tip!

5. Notice the dashboard; you can use it for additional information about the assembly process. First select the two cylindrical surfaces of the two parts as shown.

6. Next we need the mate the components, select the two surfaces shown. You will likely need to spin the assembly with MMB. Click (or MMB) to finish after the parts are together.



7. Repeat this on other side of wheel!

8. You now have both bearings on, right? And it now looks like this:

9. Pick Assemble , Assembly, select sprocket_spacer.prt, OPEN. Select two cylindrical surfaces first as shown. You can use any cylindrical surface from the tire part.



10. Select two flat surfaces as shown. This will result in a mate command. This completes the assembly of the spacer, click (or MMB) to finish after the parts are together.



11. You should be an expert by now with this. Next, Pick Assemble , select s35‐22le.prt, OPEN. Select two cylindrical surfaces first as shown. You can use any cylindrical surface from the sprocket_spacer. This will create an insert connection.

12. You now need to mate the two surfaces. Select the two flat surfaces of each part.



13. RMB New Constraint. This will put you in selection mode again to add the third constraint.

14. Select two surfaces of any of the holes that line up! This will complete the assembly task, click (or MMB) to finish.

15. Next you assemble the bolts. Pick Assemble , Assembly, select shcs.prt, OPEN. Pro/ENGINEER wishes to automatically place the bolt. Since the bolt has some placement information built into it, all you have to do is tell the bolt which surface it is touching and which surface it is inserted into.

16. Select the two surfaces shown. This will place the bolt. Click (or MMB) to finish



17. You’ve placed one bolt. However, you placed it into some geometry of a hole that is patterned on the sprocket. You can use a reference pattern to place the rest of the bolts! Really cool and very fast!

18. Select the bolt either from the model tree or the graphics window, RMB Pattern. Notice in the dashboard it wants to use a reference pattern. The model may not show the bolts’ projected placements, but they will still show up where you want them to. Click (or MMB) to accept.



19. Save this file – File, Save or . That concludes the wheel assembly exercise.

Great job!

Congratulations! You have completed the wheel tutorial for Pro/Assembly. Keep going.



Explode State

1. Pick View Manager , Explode tab, New. Name it Wheel and ENTER. Click on

Properties in the lower left part of the dialog box. Then click Edit Position.

2. Next you will drag components around. To make it easiest, keep the bolt pattern where they are and move the other parts. Rotate your model so you can see and pick the desired parts. LMB to pick components, move mouse, and LMB to drop them where you currently are.



3. to finish the explode state. Click List to return to the list view in the dialog

box. RMB Save on the wheel explode state, OK.

4. You can toggle the explode state status by RMB Explode.

5. After the assembly is Unexploded, click Close to exit the dialog box. Click , or

View, Orientation, Refit.

This completes the explode state exercise. There are many more things you can do with explode, but this was an introduction. Keep on going to the next task!



Frame Subassembly

1. File, Open , Assembly, double click on short_dual_rail1.asm. This is the final

sub‐assembly that we will build in this exercise. Window, Close.

2. File, New , change Type to Assembly(*.asm), and enter short‐dual‐rail‐how

for the name, then OK.



3. Pick Assemble , Assembly, select short_c_channel_wide_frame.prt, Open. After the part appears, RMB and select Default Constraint. Click (or MMB) to finish. This places the first component in this new assembly.



4. Rotate the model so that you have the indicator hole DOWN as shown below.

5. Pick Assemble , Assembly, select corner_extrusion.prt, Open. Notice carefully how this part is assembled below in the image. The extra hole in the extrusion is along the edge of the c‐channel.



6. First insert the two surfaces as shown by picking the two surfaces. Repeat this for the other holes. This step will create two constraints to line up the holes.

7. Lastly, select the two surfaces to mate the two surfaces together.



8. This is how it should look.

9. Repeat this extrusion on the other side. Pick Assemble , Assembly, select corner_extrusion.prt, Open. Use the same process as the first one with two inserts and a fit the extrusion into the gap. It should be put in as shown.



10. You should now have your assembly looking as shown below.

11. Make sure you are aware of what is top and bottom before this step. The indicator hole is on the bottom. The bolt head should be showing from the top!



12. Pick Assemble , Assembly, select bolt_4.prt, Open. Since a bolt in this case requires a mate and an insert, just pick the flat surface first, then the cylindrical surface second. Click (or MMB) to finish.



13. Select the bolt_4, Edit, Repeat. You are going to repeat this bolt three additional times into the other holes requiring one to make it four bolts total. Click Insert, Add.

14. Select the three additional 3 cylindrical hole areas, Confirm. You have all the bolts required at this time.



15. Pick Assemble , Assembly, select nut_4.prt, Open. Since a nut in this case requires an insert and a mate, just pick the cylindrical surface first, then the flat surface second. Click (or MMB) to finish.



16. Select the nut_4, Edit, Repeat. You are going to repeat this nut three additional times onto the bolts to make it four nuts total. Click Insert, Add. Pick surfaces of bolts, Confirm

17. Each side of the assembly should look like this:



You should be getting the hang of this assembly stuff by now. There will be fewer pictures from this point, since you know what you are doing now.

18. Pick Assemble , Assembly, select 375X7_hex_bolt.prt, Open. You now need the 3/8”x7” long axle screws. Use an insert and mate to get the following placement. Pick Assemble , select 375X7_hex_bolt.prt, Open again and place one more on the other side.



19. Assemble , Assembly, select spacer_a.prt, Open. Place in the location shown. Use insert and mate commands. Click (or MMB) to finish.

20. Assemble , Assembly, select spacer_b.prt, Open. Place in the location shown. Use insert and mate commands. Click (or MMB) to finish.



21. Assemble , Assembly, select wheel_slick.asm, Open. This will also be a simple insert and mate command. Select the surfaces shown. Click (or MMB) to finish.

22. Assemble , Assembly, select wheel_slick.asm, Open. Repeat with same procedure as previous step. Click (or MMB) to finish. You should now see this

on your screen. Save this file – File, Save or .



You have now completed this section of the tutorial. There are two optional challenges ahead of you if you have time to complete them. You can skip these two challenges and go to the Task 4 later in this tutorial.

Assembly Challenge – Complete the Frame Subassembly

Thanks for taking on this additional challenge. You have acquired all the necessary skills in Assembly to be able to complete this subassembly. Use the same methods as before. Follow the steps below to complete the subassembly!

1. Add the parts in the order below.

2. spacer_a.prt, spacer_b.prt. Each axle gets one of each!



3. short_c_channel_wide_frame.prt. Remember to keep the indicator hole DOWN.

4. nut_4.prt for axles. Two of these.



5. corner_extrusion.prt (2) and additional hardware, bolt_4.prt (4) and nut_4.prt (4).

6. mount_angle.prt. Put it in the center, this may take a couple tries. Additional hardware, washer.prt (2), shcs.prt (2), nut_4.prt (2).



Great job! The Frame Subassembly should now look like this! This is the end of Optional Challenge Number 1.



Assembly Challenge Frame Top Level Assembly

This challenge will complete the top level assembly AndyMark’s C‐Base Kit Chassis for the 2009 FRC. This ‘short and wide’ version has 24 inch c‐channels and a four wheel drive system. Follow the order of parts below to complete the top level assembly.

1. Here are some completed pictures of the final assembly. Note two things: the location of the offset wheels and the corners.

2. File, New , change Type to Assembly(*.asm), and enter

final_HOW_Frame.asm for the name, then OK.

3. c_channel.prt. Keep indicator hole DOWN just like on the short c_channels!



4. short_dual_rail1.asm. This is the same one that you worked on in the tutorial and optional challenge 1. In case you didn’t finish it, this is the completed subassembly. Notice the corner and direction of axle bolt! Use the holes from the corner brackets.

5. short_dual_rail2.asm. Put on the other side. Notice the corner!



6. c_channel.prt. As shown.

7. All required hardware! 16 of each – bolt_4.prt and nut_4.prt. Use repeat! Each corner should now be complete.



8. mount_brace_1.prt (2). Location should be close to as shown below. Complete this on both sides!

9. All required hardware for the mount_brace_1.prt. Add washer.prt (4), shcs.prt (4) and nut_4.prt (4).



You are now complete with the Optional Challenge Number 2 – Frame Top Level Assembly!

Assembly Tools

This task is divided into 4 sections. Cross Sections, Mass Properties, Interference Checking and Replace.



Cross Sections

1. File, Open , double click on Wheel_Bearings.asm, or Open.

2. Pick View, View Manager , Pick Orient tab, double‐click Xsection view. Pick Xsec tab, double‐click X‐section, review the section view. RMB Visibility. Double‐click No Cross Section. Click Xsection, RMB Visibility (toggle it off), Close the View Manager

3. Window, Close



Mass Properties

The mass properties of any assembly in Pro/ENGINEER is very accurate. You need to enter the correct density for the material that the component is made of, then you’ll get extremely accurate reports of how much your robot will weigh.

1. File, Open , double click on C‐Base_Wide_Complete.asm, or Open.

2. Analysis, Model, Mass Properties. Click on the icon in the lower left . This

will generate a report for the entire assembly. Click on . This gives a full

report in a new window. This assembly weighs 15.5 pounds. Close, .

Interference Checking

Now let’s move on to Interference checking. Pro/ENGINEER can make a complete check on your assembly to make sure everything will fit. It also finds if you may have made a mistake in assembling.

1. Keep working with the C‐Base_Wide_Complete.asm. It should still be opened, but if not, open it again.

2. Analysis, Model, Global Interference. Click on the icon in the lower left .



3. The bolt and the washer are interfering. Can you fix it?

4. Close the dialog box, . In the model tree, locate the short_dual_rail2.asm,

select it, RMB Open.

5. Select the bolt, RMB Edit Definition .



6. Click on the Placement tab in the dashboard. Change the reference for the mate definition. Currently it is mated with the top of the Mount_angle.prt. It needs to be changed to be mated with the top of the washer. Click on the yellow area where it says Mount_angle surface reference, and then select the top of the washer. Click (or MMB) to finish.



7. Window, Close

8. Repeat the Interference check on the C_Base_Wide_Complete.asm and you should now get a message saying, ‘There are no interfering parts’ in the message window.

You have now completed the Interference Checking section.

Replace Components

1. Keep working with the C‐Base_Wide_Complete.asm. It should still be opened, but if not, open it again.

2. Pick View Manager , Orient tab, double‐click Exchange, note that the two mount braces are with different shapes, Close.

We are going to replace the brace (with a rectangle cut) with the one which is with a round cut



3. Select the brace with rectangle cut in the graphics window (or select MOUNT_BRACE_2.PRT in the Model Tree), RMB Replace. Check Unrelated

Component, pick , Assembly, select mount_brace_1.prt and Open

4. Pick Edit Ref Table, pick in Reference Pairing Table, review four rules. Highlight pairings and review pairings in graphics window, OK, OK, review the updates, note that now the two braces are the same

As the incoming component has the same modeling methodology with the outgoing component, so Pro/ENGINEER automatically creates reference rules, which is just what we want here



Congratulations! You have completed the tutorial for Pro/Assembly



Assembly Drawing

PTCU Training – Detailing

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating detail drawings in Pro/ENGINEER.

Title Description

Detailing The Detailing course teaches users how to create a drawing, add views, sections, dimensions and text. This course also shows users how to utilize a format. (COA‐CEK2652)

This tutorial will cover some fundamental capabilities in Pro/ENGINEER for creating a drawing with an assembly model (.ASM) including how to create a new drawing with a format and BOM report, add an exploded view and add BOM balloons to the drawing.

Create an Assembly Drawing with BOM Report

1. File, New , Drawing, enter new Name: “c_base_wide”, enter Common

Name: “C BASE WIDE”, uncheck Use default template, OK from the New dialog box.





2. Browse, c_base_wide_complete.asm, Open, choose d_assy.frm from the Format drop down menu, OK. Press Enter or to accept sheet 1, enter “your name” for Drawn By and press Enter or .



3. Use the MMB to zoom in or to review the title block and BOM (Bill of

Materials) report table. Use to zoom back to the full drawing.



4. RMB Insert General View… (on the sheet), OK to Select No Combined State, pick at the center of the empty area to place the drawing view

5. Pick View States Category, check Explode components in view, Apply to view the change, Close



6. Change active display to No Hidden , Repaint

7. Unlock the view by picking RMB Lock View Movement on the view, use the

LMB to “drag” adjust the position of the view

8. Table menu, BOM Balloons…, Set Region, Simple, pick the BOM Report (repeat region), OK

9. Select Create Balloon on the Menu Manager, Show All, Done



10. Select the drawing view, RMB Cleanup BOM Balloons, check Create corresponding snap lines, Preview, OK

11. Use the LMB to move one or more of the balloons so the leader lines do not cross each other. Move the WHEEL BEARING balloon (4) to the bottom of the view between (22) and (13).

Notice how the balloons “snap” onto the snap lines. You can place them freely on the drawing sheet or align them using snap lines.

12. Change the attachment point for the WHEEL BEARING balloon, (1) by clicking on the balloon to highlight it in red, then RMB Edit Attachment on the leader line,



use the MMB wheel to zoom in and select the horizontal silhouette line on the bottom of the bearing, OK

13. Select any balloon in the drawing view, and review the highlighted counterpart in the BOM table and vice‐versa



Assembly Drawing Challenge Exercise

1. Add a second sheet to the drawing using the New Sheet button, under the Layout tab, Insert a new General View and create a 3‐view layout as shown below using all three types of View Displays; No Hidden, Hidden Line and Shading

2. Insert a new Detail view of a small section of a drawing view



3. Change the BOM Balloons to include a Quantity and Call Number



Mechanism Design

PTCU Training – Mechanism Design

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of creating mechanisms and mechanism simulation in Pro/ENGINEER.

Title Description

Introduction to Mechanisms

The Introduction to Mechanisms course covers the fundamentals of mechanism kinematics. This course will look at defining mechanisms, making them move using servo motors, and analyzing the motion, but will not discuss the forces that might act on the system. The Mechanism Dynamics Option is required to handle force interactions. (COA‐CEK2660)

Mechanism Simulation

This course is designed for experienced users who want to add motion to their products and analyze dynamic reactions of moving components. In this course, you will focus on learning advanced modeling and analysis skills in this comprehensive, hands‐on course. Topics include developing the 3‐D model, analyzing the mechanism model, and evaluating results. These topics will enable you to measure dynamic reactions of components, measure the force required to keep a mechanism balanced, and determine the resting state of a mechanism. After completing this course, you will be prepared to work on mechanism designs using Pro/ENGINEER Wildfire Mechanism Dynamics Option. At the end of each module, you will complete a skills assessment. The questions are used to help reinforce your understanding of the module topics and form the basis for review of any topics, if necessary. (SAB‐CEK2798)








Nobody needs to tell you that developing a mechanism in the robot is a key differentiator between the competition. You should be familiar with how to create mechanisms before you hear the game announcement. Pro/ENGINEER has some incredible mechanism tools that can make any type of motion possible and save you lots of time.

Pin Joints

In the following exercise, you will be developing a 3D mechanism. You will use joints to create your mechanism and then create a motor to drive the robot through its desired motion.

1. File, Open , Sketcher Layout folder, mechanism.asm, Open

2. File, Open , Sketcher Layout, wheel_nomotor.asm, Open. You are going to

put the rest of the wheel assembly together.



3. Assemble , Sketcher Layout, non_motor_shafts.prt. Rotate the model so

that it is close to where it will be located as shown below. Change User Defined to Pin.

4. Select the surfaces required as shown for the two surfaces for the pin joint. This is similar to using an insert command.



5. Next select the two surfaces for the mating surface for the pin joint. This will bring the two surfaces together. You can use CTRL‐ALT RMB to translate the component being assembled or CTRL‐ALT MMB to rotate the component being

assembled. This will complete the pin joint, .



6. Click on Drag Components, , to spin the model around. MMB to cancel after

moving it around a while. Close. Now we’ll assemble the wheel to the shaft. The wheel will then move with the shaft.

7. Assemble , Sketcher Layout, wheelwithhub.asm. Toggle datum planes on,

. Move the wheel assembly into position with CTRL‐ALT RMB to translate and

CTRL‐ALT MMB to rotate.



8. Assemble the wheelwithhub.asm by first aligning the two datum planes Front and Right_1. Select both planes for the first constraint. Toggle planes off after

this constraint if finished, .

9. Next you are going to align two of the surfaces that are part of the hex shape of the shaft and inside the wheel assembly. It doesn’t matter precisely which

surfaces are selected, just choose two that match, .



10. Now the wheel will move with the shaft. Test it out with drag components. .

Close when finished.

11. Window, Close. The assembly now has a wheel in it, so all the higher level assemblies now have wheels and the 6 required wheels are now in the assembly.



Slider Joint

1. Back in mechanism.asm, Assemble , Sketcher Layout, hopper.asm. Toggle

on datum planes and axes, and . Change User Defined to Slider. A slider joint

is like a reciprocating saw blade. It slides in one direction and does not rotate.

A trick that you should always use is to put the new component close to where it will soon be located. The mechanism joint will snap the component into place in the nearest configuration that it can solve. Help Pro/ENGINEER out by placing the component close to where the joint will occur by using CNTL‐ALT‐MMB and CNTL‐ALT‐RMB.

2. Select the two axes called Center for both components. Then select two planes (one from each component) called Center1. Below is how your mechanism should look. You may have to flip the constraints



3. Next we would like to add a regeneration value to this mechanism joint. Select from the dashboard, Placement and Translation Axis (this is optional for a slider joint).

4. Select the plane named Bottom on the hopper assembly and the surface from the frame as shown.



5. Change the current position to 0, ENTER. Set Zero Position (Important!) and

then CHECK the box for Enable regeneration value. .



6. Click on Drag Components, , to define some snapshots. Expand the

Snapshots menu. Click on to make a snapshot and rename it lower, ENTER.

Now drag the hopper up and then LMB to leave it in position. Click on to

make a snapshot and rename it upper, ENTER. Close

7. The mechanism is now left in the upper position. Click Regenerate , and the

mechanism will go to its ‘regeneration value’ of zero.



Mechanism Design

1. Applications, Mechanism. You will now create a motor to drive your

mechanism. Click . Select the Slider Translation Arrow. Then go to the Profile

tab.



2. Once you are on the Profile tab, change the magnitude to Ramp and enter 32 for the B value. The equation motor is driven by the equation q=A+Bt. If we run this motor for 1 second, it will raise 32 inches. OK

3. (or RMB New on Analysis from the model tree). Change the method (Length

and Rate) to Length and Frame Count. Change the end time to 1 and the frame count to 51 frames.



4. Run, OK. The mechanism should go from its original position to 32 inches high.

5. Playback the motion, , , and . Adjust the speed slider to make it go

faster. Close, Close.



6. Next we’ll modify the motor to a different type. In the model tree, Expand MOTORS, Expand SERVO and RMB ServoMotor1, Edit Definition

7. Change to Profile tab. Change Ramp to Cosine. Enter A=‐16, B=1, C=16, and T=1. This will result in the hopper going up 32 inches and return back to the

original position. , to see motion in a graph, , OK.



8. Expand ANALYSIS in the Mechanism Tree, RMB Run, YES.

9. This concludes the mechanism exercise. Applications, Standard, Yes. Close all windows.



At this point you can do many things with the analysis. You can change the definition for the mechanism to run for 2 seconds. This will cause it to go up and down twice. You can also try and create a movie when you playback the animation by clicking capture, in the dialog box when you playback an animation.



ProjectLink Document Management

PTCU Training – Windchill ProjectLink

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of Windchill ProjectLink.

Title Description

Windchill ProjectLink 9.0 ‐ Application Orientation

In this course, you will learn the capabilities, features, and terminology of Windchill ProjectLink. You will also learn about the ProjectLink user interface and how to search for information. Finally, you will learn about accessing Help and setting your preferences. (SAB‐CEK2499)

Windchill ProjectLink 9.0 ‐ Information Management

In this course, you will learn how to manage documents and links in ProjectLink. While project managers need to know these skills, it is also critical for project participants to know these skills. Hence, you will learn how to create documents in the ProjectLink folder structure. You will also learn document management techniques, such as check out and check in.(SAB‐CEK2501)

Windchill ProjectLink can manage almost any kind of document used in a design. You can add web links, Microsoft Office files, Archive files, AVI files, etc. It also records the iteration history of the files and archives the team’s collaboration. As a user, you can use Windchill ProjectLink to collaborate with the other team members and get update information, related to the Project, quickly and conveniently.


http://first.ptculms.com/cadtrain/coachlms/client/browsecourses?language=en&topic=5&provider=1&newSearch=true&level=null










Folders or Documents Management

Before you access to the project, make sure you are in the project team. Otherwise, you can register your account at https://www.ptc.com/appserver/common/account/student.jsp. You must submit the application to the project administrator or project manager before you can join.

You can join the team by clicking the Join Project link from the invitation email which will be sent by the administrator.

1. Open browser to: https://first.ptc.com/Windchill/, enter your UserName and Password to access to your own project

2. Access to Document folder, pick New Link , enter Link Name: FIRST Homepage, URL: http://www.usfirst.org/ , OK

3. Click the link was just added to the folder, go to the FIRST homepage

You can add more links to your project folder, which you can conveniently use as resource pages.

4. Back to Project page, access to Document folder, pick New Folder from the above icons, enter folder Name: Presentation, Finish, OK

5. Open the folder that was just created, choose Add a new document from the

top of the Folder Contents table

This can also be accomplished by selecting New Document from the Actions pull down next to the folder.

6. Choose Document from the Type pull‐down menu, Next

https://www.ptc.com/appserver/common/account/student.jsp

https://first.ptc.com/Windchill/

http://www.usfirst.org/



7. Click Browse button next to the Local File Path field, browse to the PJL folder and select the document FIRST_Robotics_Drive_Systems.ppt, Open

Click in the Document Name field; notice that the document name has already been entered automatically for you.

8. Enter “FIRST Robotics Drive Systems Presentation” in description field, Finish, wait ‐ until the upload action is finished, OK to the success message, then you will see the FIRST_Robotics_Drive_Systems.ppt is listed in the Presentation folder

Note the location. This can be changed by selecting next to the Select Folder field. You can also add Pictures, Archive files, AVIs, or other kinds of MS files as Documents to the related folder, the method is the same as described above.

9. Click View information to see the details for the presentation

This can also be accessed by choosing View Information from Actions pull‐down menu.

10. Choose file icon next to the Primary Content to view this file in Microsoft PowerPoint as shown, click Open, open the file using MS PowerPoint, then Close the presentation

javascript:launchFolderPicker('https://first.ptc.com/Windchill/servlet/WindchillAuthGW/wt.enterprise.URLProcessor/invokeAction?action=cadxBrowseLocations&oid=wt.projmgmt.admin.Project2:4160818&containerVisibilityMask=wt.projmgmt.admin.Project2:4160818&accessPermission=modify&displayHotlinks=false&displayCreateFolder=false', document.getElementsByName('components$loadWizardStep$OR:wt.folder.SubFolder:4161445$|document$createDocumentSetAttributesWizStep$OR:wt.folder.SubFolder:4161445$___Location___textbox')[0], 'selectedFolderFromFolderContext')�

https://first.ptc.com/Windchill/servlet/AttachmentsDownloadDirectionServlet/primary?oid=OR:wt.doc.WTDocument:4398824�



Collaboration with the Project Team

11. Select the pull‐down before the document number line, Choose Subscribe

12. Check Check Out/Check In from the events list, and then click Next and Next, enter the email message you will receive if the document gets checked in (type in any message you wish) , and then click Finish

By subscribing to this document, you will automatically be emailed any time it is modified.

13. Select E‐mail Page link at the upper right corner to send a link to this page to other team members

14. Select Mentors and Members, include a brief note in the “Additional text for the message:” box, OK to send the email



You may select to email by individual team members, by project groups or project roles.

15. Select the pull‐down before the document number line, choose Route

16. Check the Review Routing, Next

17. Pick your own as the Reviewer, Finish

An email will be sent to the Reviewer. In addition the Assignments tab will show the tasks assigned out to the team.

18. Log on your personal mailbox, check the Inbox, you will see there is an Review Document Task the project

19. Open the email, assess to the task via the links in the email: Review Document Task or FIRST_Robotics_Drive_Systems



20. Open the Document link behind the Subject, download the presentation to the local machine, review it and then enter a comment as shown in the Comments box, pick Complete Task

It is the same way for the review task from other team members.

You can access the Review Document Task via the Assignments that assigned to you.

21. Access to FIRST_Robotics_Drive_Systems.ppt detail page, select Discussions from Collaboration pull‐down

22. To the right of the General topic click the New Posting to post a message, enter a subject and a message (For example, Subject: Take Advices for the Presentation, Message: Please give your kind advise for this presentation), check the Subscribe to posting if you want to be notified of any replies that are made to your posting, Finish

You also have the ability to add attachments and links.

The discussions can be created for folders, documents, or other Windchill objects, you can also submit a post to the project discussion forum and launch a project wide discussion.

javascript:popupAction('reply_forumPosting', 'netmarkets/jsp/forumPosting/reply.jsp', '','','','','','','','','','','','','portlet', 'poppedup', 'context', 'project$view_forum$OR:wt.projmgmt.admin.Project2:4160818$|forum$view$OR:wt.projmgmt.admin.Project2:4160818$|forum$discuss$OR:wt.projmgmt.admin.Project2:4160818$OR:wt.workflow.forum.DiscussionTopic:4161334^OR:wt.workflow.forum.DiscussionPosting:4171474!*','oid', 'OR:wt.workflow.forum.DiscussionPosting:4171474', 'project$view_forum$OR:wt.projmgmt.admin.Project2:4160818$|forum$view$OR:wt.projmgmt.admin.Project2:4160818$|forum$discuss$OR:wt.projmgmt.admin.Project2:4160818$', 'OR:wt.workflow.forum.DiscussionTopic:4161334^OR:wt.workflow.forum.DiscussionPosting:4171474!*', 'com.ptc.netmarkets.forumPosting.NmPostingCommands', 'create', 'height=430,width=805', '','', false, 'P1255989776704', 'component', '',false, 'table__forum.forumlist_TABLE')�



Document Change Management

1. Select the pull‐down before the document number line, choose Check Out or Check Out and Download and open the document, add date on the cover page and save it to the same place as before

Refresh the page and notice the checkmark behind the document number. This shows the document is checked out to you. This means the document is locked and only you can make changes. This also creates a Working copy of the document in the iteration History.

2. Select the pull‐down, choose Check In , browse for the file to upload the changed file from same place as before, add Comments: “Added date to presentation”, OK, notice there are two iterations of the document in the list

3. Select the pull‐down again, choose Replace Content, browse for the file of Electrical Assembly.ppt, Open, and comments if necessary, OK, wait until the action is finished, you will see there are three iterations in the list

You can replace the document with another one as a new iteration; you can also use the Replace Content command to upload the updated documents and create iteration instead the Check In/Check Out actions.

4. Choose Routing/Process from the pull‐down, view the Routing/Process status and information



5. Choose Subscriptions from the pull‐down, view the your Subscriptions information about the document



ProjectLink CAD Data Management

PTCU Training – Windchill ProjectLink

FIRST teams are eligible to participate in PTC’s online training courses using our Precision Learning Management System at http://first.ptculms.com. There is a PTCU course specifically targeted at the details of Windchill ProjectLink.

Title Description

Windchill ProjectLink 9.0 ‐ Application Orientation

In this course, you will learn the capabilities, features, and terminology of Windchill ProjectLink. You will also learn about the ProjectLink user interface and how to search for information. Finally, you will learn about accessing Help and setting your preferences. (SAB‐CEK2499)

Windchill ProjectLink 9.0 ‐ Engineering Data Management

In this course, you will learn how to manage CAD information, including CAD documents and parts. You will learn how to create parts, part structures, and use workspaces and workgroup managers to integrate ProjectLink with your CAD application. You will learn how to upload, download, and modify CAD information in ProjectLink.(SAB‐CEK2502)

CAD Data Management is one of the most powerful capabilities of Windchill ProjectLink; it is an effective solution for managing the robot design models. Windchill integrates with CAD tools providing a direct link to work‐in‐progress design data. Through the integration of Pro/ENGINEER and Windchill, parts can be created and maintained along with their relationships within either Pro Engineer or Windchill. The full design histories are maintained and stored within Windchill, so there is no need to worry about saving over a previous design












Register Windchill Server in Pro/ENGINEER

Before you access to the project, make sure you are in the project team. Otherwise, you can register your account at https://www.ptc.com/appserver/common/account/student.jsp. You will then need to submit the application to project administrator or project manager to join your project.

You can join the team by clicking the Join Project link from the invitation email from the project in your mailbox.

1. Launch Pro/ENGINEER

You can set the Pro/ENGINEER Start in path to the models folder which is a Windchill directory. This is a quick way to setup the interface of Pro Engineer and Windchill: RMB on the Pro/ENGINEER shortcut on the desktop, Properties, enter the folder path in the Start in table, Close the Dialog

2. Tools, Server Manager…

3. Server, Register New Server… from the Server Manager Dialog, enter Name:FRC, Location: https://first.ptc.com/Windchill/, Check…, enter the Windchill Server using your User Name and Password

4. Highlight the space is checked out (It is the common Workspace of your project), OK to close the Dialog

https://www.ptc.com/appserver/common/account/student.jsp

https://first.ptc.com/Windchill/



A workspace is a local project area; it provides a convenient environment for organizing and working on objects. You use the Pro/WORKSPACE application to view and modify objects in your workspaces. A Workspace browser enables you to see the contents of one workspace and to view different attributes and information about the objects contained in the workspace. The look and feel of a Workspace browser is very similar to that of a Common Space browser.

You must select an active Workspace during the registration; the Workspace is owned by, or assigned to, a Context; A system will create a default common Workspace, but others can be created.

5. RMB on the FRC in the Servers list, choose Set as Primary Server



6. Pick Workspace, New… from the menu of Server Manager, enter the New Workspace Name as your name (Simon for example), choose the Context as your project, OK



7. Highlight the just created Workspace, Close the Server Manager, you will see the Windchill Cabinets and Workspace are in the Folder Tree list

You can also create new Workspace as following: RMB on the Common Workspace which checked out, pick New…, then you can access to the Create New Workspace dialog.

8. Click the Windchill Cabinets from the folder list, you will access to the Project Page through the embedded browser

9. Click the arrow on the sash between the graphics window and the folder browser pane to hide the embedded browser



The Pro/ENGINEER embedded browser allows you to access the Project Page directly, so there is no need to launch the IE browser, which allows the user to locate project information conveniently when using Pro/ENGINEER.

Check CAD Data into Windchill

1. Click , browse to the Assembly folder, and Open the wheel_bearings.asm

2. File, Check In, Custom Check In from the main menu, OK to save the assembly to the default Workspace, choose the Custom Check In type as Models and Viewables, OK

3. Select all rows in Check In page, pick Choose location folder

javascript:launchFolderPicker('https://first.ptc.com/Windchill/servlet/WindchillAuthGW/wt.enterprise.URLProcessor/invokeAction?action=cadxBrowseLocations&oid=wt.projmgmt.admin.Project2:4160818&containerVisibilityMask=wt.projmgmt.admin.Project2:4160818&accessPermission=modify&displayHotlinks=false&displayCreateFolder=false', document.getElementsByName('components$loadWizardStep$OR:wt.folder.SubFolder:4161445$|document$createDocumentSetAttributesWizStep$OR:wt.folder.SubFolder:4161445$___Location___textbox')[0], 'selectedFolderFromFolderContext')�



4. Double click Designs folder , double click CAD Data folder, pick New Folder , enter folder Name as your name (Simon for example), OK

5. OK to confirm the folder location, add the necessary comments, Finish in the

Check In page, wait until the assembly and the parts are all checked into the Project Folder

CAD Data Management

1. In the Object List of Workspace page, pick Check Out on the SHCS.PRT line or from the above toolbar



You can also check the SHCS.PRT line, and pick Check Out action.

Refresh the page and notice the checkmark on the SHCS.PRT line. This shows it is checked out by you, the icons in the Actions list changed accordingly.

2. Pick Open In Pro/ENGINEER

3. Select File, Update, Current to active the part, change the Screw length to 0.75,

Regenerate the model

4. Select File, Check In, Auto Check In, OK, check the updated part back into Windchill, then Close the SHCS.PRT window

5. Notice the part revision has been updated (From A1 to A2) in the Workspace

The part in the project folder will be updated synchronously and the revision will also been updated.



Viewing 3D CAD in ProductView

ProductView is PTC’s visual collaboration software, helps companies efficiently collaborate on a multitude of product information types, across mechanical and electrical disciplines. With its amazingly compact, yet accurate 3D viewable format, ProductView allows complex product information to be accessed with lightning fast speed. And, with its ultra‐scalability, ProductView supports a range of customer needs spanning simple desktop viewing of single CAD models, to the interactive evaluation of massive digital mockups.

6. Pick from Folder Tree list, access to Designs ‐> CAD Data ‐> Your Name folder, choose Open in ProductView from the Actions drop‐down on the line of WHEEL_BEARING, ASM, open the model in ProductView

7. RMB to rotate the model, Shift‐RMB to zoom in and out, Ctrl +RMB to pan the model and review In the ProductView

8. Review the ribbon UI(User Interface)

9. Pick Translation Mode from the toolbar, select the component (Ctrl‐LMB

to select multi‐components) and drag them along one axis as shown



10. Adjust all the components’ position as shown

11. Pick Restore Location ‐> Restore all to Original, the components go back to their original locations

12. Pick Rotation Mode , select the wheel tread, LMB press the control circles as shown and rotate the part



When you press the larger white circle, the component will be rotated round the optic center; if you press the smaller white circle, the component can be rotated discretionarily round its center; then if you press the colored circles, the component will be rotated round their normal axis.

13. Rescore components’ location again as step 25

14. Click , to exit the ProductView Express, do not save the

Annotation Set



Appendix

PTCU Skill Assessments

Think you’ve mastered all the content in this Hands on Workshop? Have you completed all the PTCU courses? There are a number of Pro/ENGINEER skills assessments available online in PTCU if you are ready to evaluate yourself:

• http://first.ptculms.com/cadtrain/coachlms/client/viewcurriculum

o Advanced Modeling

o Assemblies

o Detailing

o Intro to Mechanisms

o Modeling

o Sheet Metal Design

Pro/ENGINEER Wildfire 5.0 Quick Reference Card

The following pages contain the Pro/ENGINEER Wildfire 4.0 Quick Reference Card

http://first.ptculms.com/cadtrain/coachlms/client/viewcurriculum






Feature Hole Round Depth Material

File SHIFT

CTRL

CTRL

CTRL

CTRL

CTRL

CTRL

CTRL

ALT

ALT

ALT

+

System Color Assignments

Making Selections

CTRL

SHIFT

Edit View Model Display Datum Display

Context-Sensitive Help

Datum

Assembly

Pick/Place

Base

Editing

+

+

+

SHIFT +

+

++

++

++

+

+

ALT +Feature Creation Toolbar

P r o / E N G I N E E R ® I C O N G U I D E

Main Toolbar

Plane

Axis

Point

Coordinate System

Annotations

Drag Component

Zoom In

Zoom Out

Refit

New

Open

Save

Print

Send Attachment

Send Link

Undo

Redo

Cut

Copy

Paste

Paste Special

Regenerate Model

Regenerate Manager

Search Tool

Selection Types

Repaint

Spin Center

Orient Mode

Appearances

Sketcher Toolbar

Sheetmetal Toolbar

Sketch

Plane

Axis

Curve

Point Types

Coordinate System

Analysis

Reference

Annotation

Datum Target Annotation

AE Propagation

Add Component

Add Manikin

Create Component

Hole

Shell

Rib Types

Draft

Round

Chamfer

Extrude

Revolve

Variable Section Sweep

Boundary Blend

Style

Mirror

Merge

Trim

Pattern

Select Items

Line Types

Quadrangle Types

Circle Types

Arc Types

Fillet Types

Chamfer Types

Spline

Point/Coordinate System

Entity from Edge Types

Dimension Types

Modify Values

Constraint Types

Text

Sketcher Palette

Trim Types

Mirror/Move/Rotate/Copy

Complete Sketch

Cancel Sketch

Extrude

Conversion

Flat Wall

Flange Wall

Unattached Wall Types

Extended Wall

Bend Types

Unbend/Bend Back

Relief/Punch/Notch/Rip/Merge

Forms: Punch/Quilt/Die/Flatten/Deform Area

Flat Pattern

Model Tree

Folder Browser

Favorites

Connections

Navigator Tabs

Browser Controls

Back

Forward

Stop

Refresh

Home

Print

Save

Keyboard Shortcuts

Regenerate CTRL+G

New File CTRL+N

Open File CTRL+O

Save File CTRL+S

Find CTRL+F

Delete DEL

Copy CTRL+C

Paste CTRL+V

Undo CTRL+Z

Redo CTRL+Y

Repaint CTRL+R

Standard View CTRL+D

Copy/Paste Shortcuts are also available in Assembly Mode.

DYNAMIC VIEWING

3D ModeHold down the key and button. Drag the mouse.

SPIN

PAN

ZooM

TURN

2D Mode

2D and 3D ModesHold down the key and roll the mouse wheel.

PAN

ZooM

ZooM

FINeZooM

CoARSe ZooM

O R I E N t I N G t h E M O D E l

Using the Spin CenterClick the icon in the Main Toolbar to enable the Spin Center• Enabled – The model spins about the location of the spin center • Disabled – The model spins about the location of the mouse pointer

Using orient ModeClick the icon in the Main Toolbar to enable Orient mode• Provides enhanced Spin/Pan/Zoom Control• Disables selection and highlighting• Right-click to access additional orient options • Use the shortcut: CTRL + SHIFT + Middle-click

Using Component Drag Mode in an AssemblyClick the icon in the Main Toolbar to enable Component Drag mode• Allows movement of components based on their kinematic constraints or connections• Click a location on a component, move the mouse, click again to stop motion • Middle-click to disable Component Drag mode• Usetheshortcut:CTRL+ALT+LeftMouseanddrag

COMPONENt PlACEMENt CONtROlsAllows reorientation of components during placement

CoMPoNeNTDRAg

SPIN

Move

Common Dashboard Controls

Solid Surface Standard Straight Set Mode Transition Blind To Through Flip Remove Thicken Mode Selected All Direction Material Sketch

NavigatorWindow

Browser Window

graphicsWindow

Top-Level Menus

Main Toolbar

Component Placement

Dashboard

Assembly Model Tree

Component Model Tree

AccessoryWindow

Dashboard example: Component Placement

Prompt Area

Interface/Manual Placement

Placement Panel

Mouse Controls

Highlight geometry

Query to Next Item

Select Highlighted geometry

Add or Remove Itemsfrom Selection

Construct Chains orSurface Sets

Clear Selection

Over Geometry

Until Highlighted

On Background

Preselection Highlight Item will be added to or removed from the set of selected items

Selected geometry Items currently selected

Preview geometry Results of the current operation when complete

Cyan

Red

Yellow

USINg FILTeRS

DRAWING MODE sElECtIONs

Default Selection

• Items relevant to the current tab are selectable

• Example: With the Layout tab active, annotations cannot be selected

Alternate Selection

• ALT + Left-click (select any entities in the graphics window)

• Example: With Layout tab active, use ALT + Left-click to select annotations

M A K I N G s E l E C t I O N s

Active Filter

T I P :Double-click to view items in Selection list

Smart Filter(2-level filter)

EXAMPLE: Select a Feature first, then select Geometry

(Surface/Edge/Vertex) from the Feature

FiltersLimit the scope

of Selection

Reorient Views

Saved Views

Layers

View Manager

Wireframe

Hidden Line

No Hidden

Shading

Enhanced Realism

object ModeProvides enhanced Spin/Pan/Zoom Control:1. Enable Orient mode2. Right-click to enable Orient Object mode 3. Use Dynamic Viewing controls to orient the component4. Right-click and select Exit Orient mode

©2009 Parametric Technology Corporation (PTC) — All rights reserved under copyright laws of the United States and other countries. Information described herein is furnished for informational use only, is subject to change without notice, and should not be construed as a guarantee or commitment by PTC. PTC, the PTC Logo, Pro/ENGINEER, Wildfire, and all PTC product names and logos are trademarks or registered trademarks of PTC and/or its subsidiaries in the United States and in other countries.

4576–QRC–0609

Q U I C K R e F e R e N C e C A R D

AssEMblY MODE sElECtIONs

DeFINITIoNS

general Definitions

Chain

A collection of adjacent edges and curves that share common endpoints. Chains can be open-ended or closed-loop, but they are always defined by two ends.

Surface Set

A collection of surface patches from solids or quilts. The patches do not need to be adjacent.

Methods of Construction

Individual

Constructed by selecting individual entities (edges, curves, or surface patches) one at a time. This is also called the One-by-One method.

Rule-Based

Constructed by first selecting an anchor entity (edge, curve, or surface patch), and then automatically selecting its neighbors (a range of additional edges, curves, or surface patches) based on a rule. This is also called the Anchor/Neighbor method.

CoNSTRUCTINg CHAINS

Individual Chains

one-by-one

To select adjacent edges one at a time along a continuous path:

1. Select an edge

2. Hold down SHIFT

3. Select adjacent edges

4. Release SHIFT

Rule-Based Chains

Tangent

To select all the edges that are tangent to an anchor edge:

1. Select an edge

2. Hold down SHIFT

3. Highlight Tangent chain (Query may be required)

4. Select Tangent chain

5. Release SHIFT

Boundary

To select the outermost boundary edges of a quilt:

1. Select a one-sided edge of a quilt

2. Hold down SHIFT

3. Highlight Boundary chain (Query may be required)

4. Select Boundary chain

5. Release SHIFT

Surface Loop

To select a loop of edges on a surface patch:

1. Select an edge

2. Hold down SHIFT

3. Highlight Surface chain (Query may be required)

4. Select Surface loop

5. Release SHIFT

CoNSTRUCTINg CHAINS

Rule-Based Chains

From-To

To select a range of edges from a surface patch or a quilt:

1. Select the From edge

2. Hold down SHIFT

3. Query to highlight the desired From-To chain

4. Select From-To chain

5. Release SHIFT

CoNSTRUCTINg SURFACe SeTS

Individual Surface Sets

Single Surfaces

To select multiple surface patches from solids or quilts one at a time:

1. Select a surface patch

2. Hold down CTRL

3. Select additional patches (Query may be required)

4. Release CTRL

Rule-Based Surface Sets

Solid Surfaces

To select all the surface patches of solid geometry in a model:

1. Select a surface patch on solid geometry

2. Right-click and select Solid Surfaces

Quilt Surfaces

To select all the surface patches of a quilt:

1. Select a surface feature

2. Select the corresponding quilt

Loop Surfaces

To select all the surface patches that are adjacent to the edges of a surface patch:

1. Select a surface patch

2. Hold down SHIFT

3. Place the pointer over an edge of the patch to highlight the Loop Surfaces

4. Select the Loop Surfaces (the initial surface patch is de-selected)

5. Release SHIFT

excluding Surface Patches from Surface Sets

To exclude surface patches during or after construction of a surface set:

1. Construct a surface set

2. Hold down CTRL

3. Highlight a patch from the surface set

4. Select the patch to de-select it

5. Release CTRL

CoNSTRUCTINg SURFACe SeTS

Rule-Based Surface Sets

Seed and Boundary Surfaces

To select all surface patches, from a Seed surface patch up to a set of Boundary surface patches:

1. Select the Seed surface patch

2. Hold down SHIFT

3. Select one or more surface patches to be used as boundaries

4. Release SHIFT (all surfaces from the Seed up to the Boundaries are selected)

CoNSTRUCTINg CHAINS AND SURFACe SeTS USINg DIALog BoXeS

To explicitly construct and edit Chains and Surface Sets, click Details next to a collector:

CoNSTRUCTINg CHAINS

Multiple Chains

1. Construct initial chain

2. Hold CTRL

3. Select an edge for new chain

4. Release CTRL down

5. Hold down SHIFT

6. Complete new chain from selected edge

CHANgINg MoDeL APPeARANCe

Assign Appearances

object-Action

1. Select Surface/Quilt/Intent Surface/Part

2. Select Appearances button pull-down

3. Select/create desired appearance

Action-object

1. Select Appearance button pull-down

2. Select/create desired appearance

3. Select Surface/Quilt/Intent Surface/Part

edit Appearances in the Current Model

1. Select Edit Model Appearances from the Appearance pull-down menu

2. Adjust appearance attributes using draggers

3. Select Map tab to map images and textures

- To edit texture placement, select surface using color-picker

Manage Appearances

• Build a custom library of appearances

• Include pre-defined plastics or metals library appearances

• Edit/create/delete appearances in the custom library palette

• Define/save/retrieve custom appearance (*.dmt) files

Customizing Ribbon Commands

Action-object

Top-Level Menus

Ribbon group overflow

Ribbon Tabs

Drawing Tree

Model Tree

Ribbon UI

DrawingSheet Tabs

Main Toolbar

Press ALT key to display Key Tips for Ribbon Tabs & Top Menu Items

Key Tips are displayed for the selected tab (see tab at right)

KEY tIPs

RIbbON tAbs

CUstOMIzING thE RIbbON

Arrange Ribbon group overflow Area

The location of the Menu Bar and Toolbars can be customized

To open Customize Dialog in the Ribbon

To Move Buttons within a Ribbon group

To exchange Collapse Priority between groups Collapse Priority Number

To Move Buttons between overflow Area and Ribbon group

To Hide the Ribbon Completely Select “Minimize the Ribbon”

1. Select Show Model Annotations

2. Select a feature, view or model

3. Select an annotation in the dialog or in the graphics window

4. Select Apply or OK from the dialog box

object-Action

1. Select the model, feature or view

2. Right-click Show Model Annotations

shOWING MODEl ANNOtAtIONs

Types of Model Annotations

Annotation Subtypes

M O D E l A P P E A R A N C E D R AW I N G M O D E

Annotation Preview List

A D VA N C E D s E l E C t I O N : Chain and sur face set Construct ion

Selected Annotation(To be Shown)

Previously Shown Annotation(Cannot be Selected)

Pre-selection Highlight

Highlighted Annotation(Selectable)

Feature Hole Round Depth Material

File SHIFT

CTRL

CTRL

CTRL

CTRL

CTRL

CTRL

CTRL

ALT

ALT

ALT

+

System Color Assignments

Making Selections

CTRL

SHIFT

Edit View Model Display Datum Display

Context-Sensitive Help

Datum

Assembly

Pick/Place

Base

Editing

+

+

+

SHIFT +

+

++

++

++

+

+

ALT +Feature Creation Toolbar

P r o / E N G I N E E R ® I C O N G U I D E

Main Toolbar

Plane

Axis

Point

Coordinate System

Annotations

Drag Component

Zoom In

Zoom Out

Refit

New

Open

Save

Print

Send Attachment

Send Link

Undo

Redo

Cut

Copy

Paste

Paste Special

Regenerate Model

Regenerate Manager

Search Tool

Selection Types

Repaint

Spin Center

Orient Mode

Appearances

Sketcher Toolbar

Sheetmetal Toolbar

Sketch

Plane

Axis

Curve

Point Types

Coordinate System

Analysis

Reference

Annotation

Datum Target Annotation

AE Propagation

Add Component

Add Manikin

Create Component

Hole

Shell

Rib Types

Draft

Round

Chamfer

Extrude

Revolve

Variable Section Sweep

Boundary Blend

Style

Mirror

Merge

Trim

Pattern

Select Items

Line Types

Quadrangle Types

Circle Types

Arc Types

Fillet Types

Chamfer Types

Spline

Point/Coordinate System

Entity from Edge Types

Dimension Types

Modify Values

Constraint Types

Text

Sketcher Palette

Trim Types

Mirror/Move/Rotate/Copy

Complete Sketch

Cancel Sketch

Extrude

Conversion

Flat Wall

Flange Wall

Unattached Wall Types

Extended Wall

Bend Types

Unbend/Bend Back

Relief/Punch/Notch/Rip/Merge

Forms: Punch/Quilt/Die/Flatten/Deform Area

Flat Pattern

Model Tree

Folder Browser

Favorites

Connections

Navigator Tabs

Browser Controls

Back

Forward

Stop

Refresh

Home

Print

Save

Keyboard Shortcuts

Regenerate CTRL+G

New File CTRL+N

Open File CTRL+O

Save File CTRL+S

Find CTRL+F

Delete DEL

Copy CTRL+C

Paste CTRL+V

Undo CTRL+Z

Redo CTRL+Y

Repaint CTRL+R

Standard View CTRL+D

Copy/Paste Shortcuts are also available in Assembly Mode.

DYNAMIC VIEWING

3D ModeHold down the key and button. Drag the mouse.

SPIN

PAN

ZooM

TURN

2D Mode

2D and 3D ModesHold down the key and roll the mouse wheel.

PAN

ZooM

ZooM

FINeZooM

CoARSe ZooM

O R I E N t I N G t h E M O D E l

Using the Spin CenterClick the icon in the Main Toolbar to enable the Spin Center• Enabled – The model spins about the location of the spin center • Disabled – The model spins about the location of the mouse pointer

Using orient ModeClick the icon in the Main Toolbar to enable Orient mode• Provides enhanced Spin/Pan/Zoom Control• Disables selection and highlighting• Right-click to access additional orient options • Use the shortcut: CTRL + SHIFT + Middle-click

Using Component Drag Mode in an AssemblyClick the icon in the Main Toolbar to enable Component Drag mode• Allows movement of components based on their kinematic constraints or connections• Click a location on a component, move the mouse, click again to stop motion • Middle-click to disable Component Drag mode• Usetheshortcut:CTRL+ALT+LeftMouseanddrag

COMPONENt PlACEMENt CONtROlsAllows reorientation of components during placement

CoMPoNeNTDRAg

SPIN

Move

Common Dashboard Controls

Solid Surface Standard Straight Set Mode Transition Blind To Through Flip Remove Thicken Mode Selected All Direction Material Sketch

NavigatorWindow

Browser Window

graphicsWindow

Top-Level Menus

Main Toolbar

Component Placement

Dashboard

Assembly Model Tree

Component Model Tree

AccessoryWindow

Dashboard example: Component Placement

Prompt Area

Interface/Manual Placement

Placement Panel

Mouse Controls

Highlight geometry

Query to Next Item

Select Highlighted geometry

Add or Remove Itemsfrom Selection

Construct Chains orSurface Sets

Clear Selection

Over Geometry

Until Highlighted

On Background

Preselection Highlight Item will be added to or removed from the set of selected items

Selected geometry Items currently selected

Preview geometry Results of the current operation when complete

Cyan

Red

Yellow

USINg FILTeRS

DRAWING MODE sElECtIONs

Default Selection

• Items relevant to the current tab are selectable

• Example: With the Layout tab active, annotations cannot be selected

Alternate Selection

• ALT + Left-click (select any entities in the graphics window)

• Example: With Layout tab active, use ALT + Left-click to select annotations

M A K I N G s E l E C t I O N s

Active Filter

T I P :Double-click to view items in Selection list

Smart Filter(2-level filter)

EXAMPLE: Select a Feature first, then select Geometry

(Surface/Edge/Vertex) from the Feature

FiltersLimit the scope

of Selection

Reorient Views

Saved Views

Layers

View Manager

Wireframe

Hidden Line

No Hidden

Shading

Enhanced Realism

object ModeProvides enhanced Spin/Pan/Zoom Control:1. Enable Orient mode2. Right-click to enable Orient Object mode 3. Use Dynamic Viewing controls to orient the component4. Right-click and select Exit Orient mode

©2009 Parametric Technology Corporation (PTC) — All rights reserved under copyright laws of the United States and other countries. Information described herein is furnished for informational use only, is subject to change without notice, and should not be construed as a guarantee or commitment by PTC. PTC, the PTC Logo, Pro/ENGINEER, Wildfire, and all PTC product names and logos are trademarks or registered trademarks of PTC and/or its subsidiaries in the United States and in other countries.

4576–QRC–0609

Q U I C K R e F e R e N C e C A R D

AssEMblY MODE sElECtIONs

Mathcad 15.0 Getting Started with Mathcad

Mathcad is engineering calculation software that drives innovation and offerssignificant personal and process productivity advantages for product developmentand engineering design projects. Unlike proprietary calculating tools andspreadsheets, Mathcad lets engineers design and document engineeringcalculations simultaneously with comprehensive applied math functionality anddynamic, unit-aware calculations.

Numeric Math Notation

45 67 11287

329

Free text allows user todocument their equations andthought-processes.x 78 y 32

z x2

y3

3x

z 3.862 104

Units

45m 23ft 19mm 52.029 m

14hr 15min 283s 5.158 104

s

u 45m

s d 100mm ρ 997.1

kg

m3

μ 0.00089newton sec

m2

Reρ u d

μ

Re 5.042 106

Symbolic Math Notation

1

10

xx2

d 3330

π

xcos x( ) sin x( )

d 2

i

i3

i2

i 1( )2

4

s3s( )

2 s

2

d

d18 s

1

2

Solving Equations

x 0 y 0

Given

x 2y 3=

3x 4y 9=

Find x y( )3

0

Vectors and Matrices - Graphing

Vectors

t 0 10 t

01

2

3

4

...

f t( ) t2

4t 8

g t( ) t3

16t2

12

0 2 4 6 8 10600

400

200

0

200

f(t)g(t)

f t( )

g t( )

t

Matrices

M

12

56

98

54

23

67

87

43

34

78

76

32

45

89

65

21

MT

12

23

34

45

56

67

78

89

98

87

76

65

54

43

32

21

M

Data import from Excel / Integration with 3rd party Windows apps.

dataCity Avg. June Temp Avg. Dec TempBoston 23 3Dublin 19 9London 20 8New York 24 5Sydney 12 23Auckland 9 19Brisbane 19 26Delhi 28 22Bangkok 30 28

Mathematical Functions

800 + functions

mean M( ) 55

eigenvals M( )

220

44

1.437 1014

4.443 1015

var M( ) 655.5

stdev M( ) 25.603

Programming

f x10

0

xk

k2

3k

k 0 10for

xreturn

f x( ) y 0

y "Positive" x 0if

y "Negative" otherwise

yreturn

f 10( ) "Positive"

f 4( ) "Negative"