Knowledgeware

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1997 2001 DASSAULT SYSTEMES

Tutorial Objectives
Description
? This Tutorial is an introduction to Generative Part Stress Analysis.

Message
? To show how CATIA V5 provides ease of use tools to capture and display the knowledge ? To show how CATIA V5 automates design modifications using parameters, formulas and rules ? To show how CATIA V5 can prevent design errors by using checks

Duration
? 45 minutes

Product Coverage
? Part Design, Knowledge Advisor
1997 2001 DASSAULT SYSTEMES

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Tutorial Major Steps

Here are the major steps of the tutorial:

Step 1
?Designing the rim

Step 2
?Renaming parameters

Step 3
?Assigning formulas to geometric constraints

Step 4
?Creating user parameters and formulas

Step 5
?Creating a rule and a check

Step 6
?Creating two design tables

Step 7
1997 2001 DASSAULT SYSTEMES

?Computing the inertia elements

Note:

in the ..\Knowledgeware\Data\StepX directory you can find several Parts named with the 5 first steps of this tutorial. If you have some difficulties, you can load them at the end of each step to continue the tutorial.

IBM Product Lifecycle Management Solutions / Dassault Systemes

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Settings 1/2
Depending on your needs, you may have to modify the CATIA V5 settings (units, default directory, visualisation parameters, etc) In order to use the appropriate settings for this tutorial, you have two possibilities:

1. Do the following operations (simplest one):

?BEFORE STARTING YOUR CATIA V5 SESSION: ? Copy or replace the directory ..\Knowledgeware\Data\CATSettings in: For NT users C:\Winnt\Profiles\XXXXX\Application Data\DassaultSystemes For Windows 2000 C:\Documents and settings\Profiles\XXXXX\Application Data\DassaultSystemes or XP users For Windows C:\Windows\Profiles\XXXXX\Application Data\DassaultSystemes 98 users XXXX is the name used to log on to your computer ? Do not forget to put this folder (CATSettings) in read mode: ? Select the folder (CATSettings) ? Click mouse button 3 then click on Properties and uncheck the Read-only Attribute ? Select all the files in the folder ? Click mouse button 3 then click on Properties and uncheck the Read-only Attribute

2. Set them manually:

? Launch your CATIA V5 session and do the operations from page 40 onwards
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Settings 2/2
For this tutorial you also need to install a material catalogue: ? Do not do this step if you have already done it in getting started or in a previous tutorial
? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program Files\Dassault Systemes\M07\intel_a\startup\materials\French directory ? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program Files\Dassault Systemes\M07\intel_a\startup\materials\German directory ? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program Files\Dassault Systemes\M07\intel_a\startup\materials\Japanese directory ? Copy the ..\Getting Started\Catalog.CATMaterial file under ..\Program Files\Dassault Systemes\M07\intel_a\startup\materials directory ? Answer Yes in order to replace the old catalogue
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You are now ready to launch your CATIA V5 session

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Step 1: Designing the rim

? Opening the part ? File/Open Wheel_Rim_start.CATPart ? Creating the outer rim portion ? Select in the specifications tree the outer_rim sketch: sketch.1 ? Click on shaft icon ? Click on OK button in the shaft Definition panel ? Shelling the solid ? Click on shell icon ? Key in 0.25 in the Default inside thickness field ? Select the front and back faces of the rim ? Click on OK button

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Step 1: Designing the rim

? Creating the inner rim portion ? Click with the right mouse button (MB3) on Inner_Rim body
? Select Define In Work Object

? Select in the specifications tree the Inner_rim sketch: Sketch.2 ? Click on the Show icon in the bottom toolbar ? Click on shaft icon ? Select the Sketch.2 ? Click on OK button
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Step 1: Designing the rim

? Trimming the Inner_rim to the Outer_rim ? MB3 click on the Inner_Rim body in the specification tree
? Select inner_Rim object/Union Trim

? Select the Faces to keep field in the Trim Definition panel

? Select the planar face as shown in the picture

? Click on OK button

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Step 1: Designing the rim

? Creating the spokes ? MB3 click on Outer_Rim body
? Select Define in Work Object

? Select sketch.3 in the specifications tree ? Click on the show icon ? Click on pocket icon
? Click on Reverse Direction button ? In the Type field choose Up to next for the first limit ? Click on OK button

? Select Pocket.1 if not already active ? Select the circular pattern icon (Transformations features toolbar)
? If you dont see the icon, it means that the corresponding toolbar is hidden due to your display settings. To find it, drag and drop the empty area from the bottom right side to the centre of the 3D view. Repeat this operation until you find the right toolbar. To put it back, do the reverse operation

? Parameters = complete crown ? Instances = 6 ? Select the Reference element field ? Select the internal face of the central cylinder (see picture) ? Click on OK button

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Step 1: Designing the rim

CREATING BOLT HOLES
? Click on the - sign to reduce the tree ? Creating the first hole ? Click on hole icon
? Select the rim planar face as shown on the picture ? Select Up To Last in the list ? Diameter = 0.625 in ? In the Type tab, select counterdrilled in the list ? Counterdrilled diameter = 0.75 in ? Click on OK button
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Step 1: Designing the rim

? Creating a circular pattern of holes ? Click anywhere outside the geometry ? Click the Circular Pattern icon
? Click in Object field ? Select Hole.1 in the specifications tree ? In the Parameters field select Complete crown in the list ? Key in 5 in the Instance(s) field ? Select the Reference element field ? Select the internal face of the central cylinder (see picture) ? Click on OK button

? Click on the - sign to reduce the tree ? Adding material ? Click on Apply Material icon
? In the Metal tab, select Aluminium ? Drag & Drop the Aluminium in the specification tree on Wheel_Rim feature ? Click on OK button ? Click anywhere else to see the Material

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Step 2: Renaming parameters

? Renaming the outer rim radius ? Double-click on Sketch.1 in the specifications tree ? MB3 click on the rim radius dimension (8.5) as shown in the picture
? Select Offset.39 object & Rename parameter ? Replace the existing name with Rim_Size_Radius in the Edit Parameter panel ? Click on OK button
?This step is not absolutely required. However it is much easier to understand and reuse the parameterisation with a parameter called Rim_Size_Radius than with a parameter named Outer_Rim\Sketch.1\Offset.39\Offset

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Step 2: Renaming parameters

? Renaming the outer rim width ? MB3 click on the rim width dimension (7in) as shown in the picture
? Select Offset.40 object & Rename Parameter ? Replace the existing name with Rim_Width in the Edit Parameter panel ? Click on OK button

? Click on Exit workbench button to exit the sketcher

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Step 2: Renaming parameters

? Renaming the bolt radius ? Double click on Hole.1 sketch (Sketch.6) to edit it ? Multi-select in the geometry (using Ctrl key) Point.1 and the centre cylinder surface (see picture) ? Click on Constraint icon ? Select any point in the geometry to place the constraint ? Double-click on constraint value ? Key in 2.25 ? Click on OK button ? MB3 click on the 2.25 constraint value
? Select Offset.27 object & Rename parameter ? Replace the existing name with Bolt_Pattern_Radius in the Edit Parameter panel

? Click on OK button ? Select the Exit workbench icon to exit the Sketcher

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Step 2: Renaming parameters

? Renaming the pocket dimensions ? Double click on Pocket.1 sketch (Sketch.3 ) to edit it ? MB3 click on the 2.953 constraint value
? Select Offset.11 object & Rename parameter ? Replace the existing name with Pocket_Width in the Edit Parameter panel

? Click OK ? MB3 click on the lower 0.75 constraint value

? Select Radius . 5 object & Rename Parameter ? Replace the existing name with Pocket_Corner_Radius in the Edit Parameter panel ? Click on OK button

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Step 3: Assigning Formulas to geometric constraints

? Creating formulas inside the pocket profile ? MB3 click on the 7.5 constraint value
? Select Radius.20 object & Edit formula ? In the Members of Parameters area select Renamed parameters in the list ? In the Members of Renamed parameters, double-click on Rim_Size_Radius ? Key in 1in in the input field
? This formula on the pocket radius will insure that the edge of the pocket is always one inch inside the outer rim radius.

? Click on OK button

? MB3 click on the 0.75 constraint value (left radius)

? Select Radius.13 object & Edit formula ? In the Members of Parameters area select Renamed parameters in the list
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? In the Members of Renamed parameters , double-click on Pocket_Corner_Radius ? Click on OK button

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Step 3: Assigning Formulas to geometric constraints

? MB3 click on the 0.75 constraint value (right radius)
? Select Radius.10 object & Edit formula ? In the Members of Parameters area select Renamed parameters in the list ? In the Members of Renamed parameters, double-click on Pocket_Corner_Radius ? Click on OK button
?The two last created formulas enable the pocket upper radii to be driven by the bottom radius value

? Click on Exit workbench icon

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Step 4: Creating user parameters and formulas

? Creating a user parameter Rim_Size ? Click on Formula icon in the bottom toolbar
? Click in the Filter Name field and select Wheel Rim in the specifications tree ? Change Filter Type to User parameters
? With this filter active you only see in the list the parameters added by the user with the formula command as well as the material property parameters.

? Select Length from the parameter type list ? Click on New Parameter of type button
? The new user parameter is displayed in the specifications tree under the Parameters node

? Select the first field of the Edit name or value of the current parameter area and change the name from Length.1 to Rim_Size ? Assign a value of: 17 in
? The 17 inch value will only be used temporarily. We will soon create a table of values for the Rim_Size parameter

? Select the Enter key on the keyboard

? By using the Enter key instead of the OK button to end our input, we can stay in the Formulas panel

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Step 4: Creating user parameters and formulas

? Adding a formula
? Change Filter type to Renamed parameters ? Select Rim_Size_Radius in the Parameter list ? Click on Add Formula button ? Open the Parameters node in the specification tree ? Select Rim_Size ? Key in the input field /2 ? Click on OK button
?Since rim sizes are specified in terms of diameters, this formula is needed to drive the radius of the rim sketch ?The created formula is added in the specifications tree under the Relations node
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Step 4: Creating user parameters and formulas

? Creating a user parameter Bolt_Pattern_Diameter
? Change Filter Type to User parameters ? Click on New Parameter of type button ? Select the first field of the Edit name or value of the current parameter area and change the name from Length.2 to Bolt_Pattern_Diameter ? Assign a value of: 4.5 in ? Press the Enter key on the keyboard
?This parameter drives the diameter of the bolt holes crown
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Step 4: Creating user parameters and formulas

? Adding a formula
? Change Filter type to Renamed parameters ? Select Bolt_Pattern_Radius in the Parameter list ? Click on Add Formula button ? Select Bolt_Pattern_Diameter parameter in the specifications tree ? Key in the input field /2 ? Click on OK button
?This formula is needed because mounting patterns are also specified in terms of diameters

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Step 4: Creating user parameters and formulas

? Creating a user parameter Wheel_Design
? Change Filter Type to User parameters ? ? ? ? ? ? Select String from the parameter type list Select Multiple Values in the With list Click on New Parameter of type button Key in Design1 and press Enter key Key in Design2 and press Enter key Key in Design3 and press Enter key

? Click on OK button ? Select the first field of the Edit name or value of the current parameter area and change the name from String.1 to Wheel_Design ? Press the Enter key on the keyboard
? This discrete parameter will drive the rim design style

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Step 4: Creating user parameters and formulas

? Creating a user parameter Number_of_Bolt_holes
? Select Integer from the parameter type list ? Select Single Value in the With list ? Click on New Parameter of type button ? Select the first field of the Edit name or value of the current parameter area and change the name from Integer.1 to Number_of_Bolt_Holes ? Assign it a value of 5 ? Press the Enter key on the keyboard ? Click on OK button

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Step 4: Creating user parameters and formulas

? Adding a formula on the bolt pattern ? Double-click on CircPattern.2 in the tree
? Right mouse button click in the Instance(s) field ? Select Edit formula ? Select in the specifications tree Number_of_Bolt_Holes parameter
?The Instance(s) field turns to grey meaning that the value is driven by a formula. You cannot modify its value manually

? Click on OK button
?The formula is added in the tree under the Relations node

? Click on OK button
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Step 4: Creating user parameters and formulas

? Creating a user parameter Number_of_Spokes ? Click on Formula icon
? Click on New Parameter of type button ? Select the first field of the Edit name or value of the current parameter area and change the name from Integer.2 to Number_of_Spokes ? Assign it a value of 6 ? Press the Enter key on the keyboard ? Click on OK button

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Step 4: Creating user parameters and formulas

? Adding a formula on the spoke pattern ? Double-click on CircPattern.1 in the tree
? MB3 click in the Instance(s) field ? Select Edit formula ? Select in the tree Number_of_Spokes parameter
?The Instance(s) field turns to grey meaning that the value is driven by a formula. You cannot modify manually its value

? Click on OK button
?The formula is added in the tree under the Relations node

? Click on OK button to close the Circular Pattern Definition panel

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Step 5: Creating a rule and a check

? Creating a design rule
? A rule is a list of actions to be performed if a specific condition is satisfied. Rules allow you to automate design modifications ? The rule you are going to create will examine the status of the Wheel_Design parameter value (Design1, Design2 or Design3) and will modify the shape of the pockets and the number of spokes in the rim

? Click on the Start menu and select Infrastructure/Knowledge Advisor to change workbench ? Click on the Rule icon
? In the field Name of Rule, key in Wheel_Specification ? Click on OK button to display the rule editor ? Open the Word file Wheel_Rim_Rules.txt in the ./Data directory ? Select All + Copy ? Go back to CATIA and paste everything in the rule edition window
? This rule could also have been written using the dictionary of parameters, keywords and functions.
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? Click on OK button

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Step 5: Creating a rule and a check

? The rule feature is now added in the specification tree under the Relations node ? You can at any time edit this rule with a double click on the rule feature in the tree

? Testing the rule ? In the tree, double-click twice on Rim_Size parameter

? Change the value from 17in to 13in ? Set it back to 17in ? Click on OK button

? In the tree, double-click on the Wheel_Design parameter

? Set it to Design2 ? Click on OK button
? There are now 8 spokes of 75mm wide

? Double click on the Wheel_Design parameter

? There are now 20 spokes of 20mm wide
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? Set it now to Design3 ? Click on OK button

? Double click on the Wheel_Design parameter

? Set it back to Design1 ? Click on OK button

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Step 5: Creating a rule and a check

? Creating a check
? A Check is a relation to be verified in order to inform the user of a violation. Unlike a rule, it has no impact on parameter values. Checks allow control of design modifications and the prevention of errors

? Click on the Start menu and select Infrastructure/Knowledge Advisor to change workbench ? Click on the Check icon
? Key in Valid_Hole_Pattern in the Name of Check field ? Click on OK button ? In the check editor window key in Inner_Hub_Radius -Bolt_Pattern_Radius >0.25in
? Instead of writing the relation, you can pick the two parameter names directly from the Members of Renamed parameters list

? In the Type of Check field, select Warning

? A warning check displays a warning panel in case of a violation
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? In the Message field, key in Hole pattern too large comparing to hub diameter ? Click on OK button ? Click on the + sign of Relations in the tree
? The check is added in the specifications tree under the Relations node

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Step 5: Creating a rule and a check

? Testing the check ? In the tree, double-click twice on Bolt_Pattern_Diameter parameter
? Change the current value to 5.5in ? Click on OK button
?A warning message as specified in the check and a red light in the tree means that the check is not fulfilled

? Click on OK button panel in the warning panel

? In the tree, double-click on Bolt_Pattern_Diameter parameter

? Set back the value to 4.5in
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Step 6: Creating two design tables

? Creating a rim size design table
? Design tables provide you with a means to create and manage part or assembly families through an Excel or Text table. Here we will use the Text file. ? There are two ways to create a design table: from the current parameter values or from a pre-existing file. ? The first design table you are going to create will be created from 3 existing parameters. It will drive the width and the diameter of the rim as well as its material

? Click on the Design Table icon

? In the Name field key in Wheel_Sizing ? Check the option Create a design table with current parameters values ? Click on OK button ? In the Filter Type field select Renamed Parameters ? In the Parameters to insert list select Rim_Size and the insert arrow ? Repeat the same for the Rim_Width parameter ? Change Filter Type to All ? In the Parameters to insert list select Material parameter and the insert arrow ? Click on OK button

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Step 6: Creating two design tables

? In the Select the pathname of the file to be created panel select an appropriate directory to save the Text file
? Save the Text file as Wheel_Size.txt
? Although not required, naming the Text file with the same name as the Design Table that will be created in the part facilitates design understanding

? Click on Save button

? Notice that the table already contains the current values for Rim_Size, Rim_Width and material parameters

? Click on Edit table button to edit the Text file

? You are going to add 9 configurations of Rim_Size , Rim_Width and material parameters

? Modify the Text sheet in order to get the table as shown in the picture
? BE CAREFUL : You have to type the TAB key between to parameters. ? Ex : 13 TAB 6 TAB Aluminium ENTER (for the first line)

? Click on OK button
? The Design table is displayed in the specification tree under the Relations node.

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? Select File/Exit command in Notepad ? Answer Yes to the Save question ? Click on Close button in the Message fired by Knowledge panel

Step 6: Creating two design tables

? Testing the design table ? In the Specification Tree, double click on the Configuration branch under Wheel_Sizing
?You may have to perform a second double click if you are not already in the Knowledge Advisor workbench. This will bring up the Edit Parameter window.

? In the Edit Parameter window click on the Opens a dialogue that allows you to change driving design table configuration button ? Select the second line:
?The Text file automatically includes inch units in the table because the General Units were specified as inches

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? Click on Apply button ? Repeat the same sequence until line 10 ? Select Line 6 (Configuration #6) ? Click on OK button ? Click on OK button in the Edit Parameter panel

Step 6: Creating two design tables

? Creating a mounting design table ? Click on the Design Table icon under law icon
? In the Name field key in Mounting_Configuration ? Check the option Create a design table with current parameters values ? Click on OK button ? In the Filter Type field select Renamed Parameters
? Rim_Size and Rim_Width parameters are not available in the list because they are already used by the Wheel_Sizing table.

? In the Parameters to insert list select Number_of_Bolt_Holes and the insert arrow ? Repeat the same for the Bolt_Pattern_Diameter parameter ? Click on OK button

? In the Select the pathname of the file to be created panel select an appropriate directory to save the Text file
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? Save the Text file as Mounting_Configuration.txt ? Click on Save button

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Step 6: Creating two design tables

? Click on Edit table button to edit the Text file

?You are going to add 9 configurations of bolt holes

? Modify the Text sheet in order to get the table as shown in the picture ? Select File/Exit command in Notepad ? Answer Yes to the Save question ? Click on Close button in the Message fired by Knowledge panel

? Click on OK button
?The new Design table is displayed in the specification tree under the Relations node
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Step 6: Creating two design tables

? Testing the design table ? In the Specification Tree, double click on Configuration under Mounting_Configuration feature
? In the Edit Parameter window click on the the Opens a dialogue that allows you to change driving design table configuration button ? Scroll down each table line and click on Apply button each time
?You will notice in the geometry that the number of bolt holes is changing as well as the diameter of the holes crown ?When you reach line 7 you get a warning panel informing you that the holes crown diameter is too large.This message is generated from the check you created in step 5. The check light also turns to red in the tree

? Select Line 6 and click on OK button ? Click on OK button in the Edit Parameter window

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Step 7: Computing the inertia elements

? Computing the Volume, the mass and the inertia elements of the rim
? You are going to compute the rim volume, the mass, the centre of gravity G, the principal moments of inertia M and the matrix of inertia calculated with respect to the centre of gravity

? In the Start menu (toolbar) select Mechanical Design & Part Design to change the workbench ? Click on the Measure Inertia icon
? Click on Customize button ? In the Measure Inertia Customisation panel check only following options: Volume, Mass, Centre of gravity (G), Principal moments / G, Inertia matrix / G ? Click on Apply button ? Select the Outer_Rim body in the tree ? Check the Keep Measure option
? This option lets you keep the current measure as a feature in the specification tree. It will remain associative and the parameters associated to the measure feature may be used later in a formula or to create geometry

? Click on Close button

? The computed elements are displayed in the specifications tree under the Measure node ? After having modified the geometry you will have to use Local Update command in the contextual menu of the Measure feature to update the results

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Manual Settings

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Setting the CATIA options

? Setting the CATIA options ? Start CATIA V5 ? In the menu bar select Tools/Options ? In the Options panel, select Mechanical Design/Part Design chapter and display tab
? Check Parameters and Relations boxes

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Setting the CATIA options

? Setting the CATIA options ? In the Options panel, select General/Parameters chapter and Knowledge tab
? Check With value box

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Setting the CATIA options

? In the options panel Select General/Display chapter and Navigation tab

? Check highlight faces and edges option

? In the options panel Select General/Parameters chapter and Units tab

? Click Length ? Select Inch (In) unit in the list

? Click OK
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Setting the CATIA options

? Managing the representation ? Select View + Render Style + Customize view ? Check the Material box ? Click OK

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CONGRATULATIONS

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