Pro Engineer First How Wf5

PTC ‐ FIRST
Pro/ENGINEER Wildfire 5.0
Hands On Workshop

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

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
FIRST Hands On Workshop Page 1


Create Flat Geometry ........................................................................................................ 59
Bend Back .......................................................................................................................... 69
Flat Pattern ....................................................................................................................... 70
Data Exchange ................................................................................................... 71
Opening Non‐Pro/ENGINEER 3D Files (STEP) ................................................................... 71
Adding Non‐Pro/ENINGEER 3D Files (STEP) to an Existing Model .................................... 72
Opening Non‐Pro/ENGINEER 2D Files (DXF) ..................................................................... 75
Part Drawing ..................................................................................................... 77
PTCU Training ‐ Detailing .................................................................................................. 77
Create a Part Drawing ....................................................................................................... 77
Add Additional Views ........................................................................................................ 83
Add Dimensions and Notes ............................................................................................... 86
Part Drawing Challenge Exercise ...................................................................................... 93
Assembly ........................................................................................................... 94
PTCU Training ‐ Assemblies ............................................................................................... 94
Wheel Assembly ................................................................................................................ 95
Explode State .................................................................................................................. 104
Frame Subassembly ........................................................................................................ 106
Assembly Challenge – Complete the Frame Subassembly ............................................. 119
Assembly Challenge ‐ Frame Top Level Assembly .......................................................... 123
Assembly Tools ............................................................................................................... 127
Cross Sections ................................................................................................................. 128
Mass Properties .............................................................................................................. 129
Interference Checking ..................................................................................................... 129
Replace Components ...................................................................................................... 132


Assembly Drawing ........................................................................................... 135
PTCU Training – Detailing ............................................................................................... 135
Create an Assembly Drawing with BOM Report ............................................................. 135
Assembly Drawing Challenge Exercise ............................................................................ 142
Mechanism Design .......................................................................................... 144
PTCU Training – Mechanism Design ............................................................................... 144
Pin Joints ......................................................................................................................... 145
Slider Joint ....................................................................................................................... 151
Mechanism Design .......................................................................................................... 155
ProjectLink Document Management .............................................................. 161
PTCU Training – Windchill ProjectLink ............................................................................ 161
Folders or Documents Management .............................................................................. 162
Collaboration with the Project Team .............................................................................. 164
Document Change Management .................................................................................... 167
ProjectLink CAD Data Management ................................................................ 169
PTCU Training – Windchill ProjectLink ............................................................................ 169
Register Windchill Server in Pro/ENGINEER ................................................................... 170
Check CAD Data into Windchill ....................................................................................... 174
CAD Data Management .................................................................................................. 175
Viewing 3D CAD in ProductView ..................................................................................... 177
Appendix ......................................................................................................... 180
PTCU Skill Assessments ................................................................................................... 180
Pro/ENGINEER Wildfire 5.0 Quick Reference Card ......................................................... 180



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



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


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



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


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. All draft angles
are 2.00 degrees, chamfers are .09x45 degrees and fillets are R .09.



Sheet Metal
PTCU Training – Sheet Metal Design
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)



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
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
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
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
course specifically targeted at the details of creating mechanisms and mechanism
simulation in Pro/ENGINEER.
Title Description
Introduction to The Introduction to Mechanisms course covers the
Mechanisms 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 This course is designed for experienced users who want to add
Simulation 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
course specifically targeted at the details of Windchill ProjectLink.
Title Description
Windchill In this course, you will learn the capabilities, features, and
ProjectLink 9.0 ‐ terminology of Windchill ProjectLink. You will also learn about
Application the ProjectLink user interface and how to search for
Orientation information. Finally, you will learn about accessing Help and
setting your preferences. (SAB‐CEK2499)
Windchill In this course, you will learn how to manage documents and
ProjectLink 9.0 ‐ links in ProjectLink. While project managers need to know these
Information skills, it is also critical for project participants to know these
Management 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.


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


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


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.


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
course specifically targeted at the details of Windchill ProjectLink.
Title Description
Windchill In this course, you will learn the capabilities, features, and
ProjectLink 9.0 ‐ terminology of Windchill ProjectLink. You will also learn about
Application the ProjectLink user interface and how to search for
Orientation information. Finally, you will learn about accessing Help and
setting your preferences. (SAB‐CEK2499)
Windchill In this course, you will learn how to manage CAD information,
ProjectLink 9.0 ‐ including CAD documents and parts. You will learn how to
Engineering Data create parts, part structures, and use workspaces and
Management 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


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


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

Pro/ENGINEER ®
ICON GUIDE O rien t ing t h e M ode l QUICK REFERENCE CARD MAKING SELECTIONS
Main Toolbar DYNAMIC VIEWING Using the Spin Center Top-Level

Click the icon in the Main Toolbar to enable the Spin Center Menus
Assembly Mode Selections Drawing Mode Selections
• Enabled – The model spins about the location of the spin center Main Toolbar
3D Mode
Hold down the key and button. Drag the mouse. • Disabled – The model spins about the location of the mouse pointer System Color Assignments Default Selection
New Undo Cut Regenerate Repaint Drag Reorient Views Wireframe Plane Component
Open Redo Copy Model Spin Center Component Saved Views Hidden Line Axis Placement • Items relevant to the
Using Orient Mode Preselection Highlight
Save Paste Regenerate Orient Mode Zoom In Layers No Hidden Point Dashboard Cyan Item will be added to or removed current tab are selectable
Manager Click the icon in the Main Toolbar to enable Orient mode
Zoom Out SPIN from the set of selected items
Print Paste Special Appearances View Manager Shading Coordinate System • Provides enhanced Spin/Pan/Zoom Control • Example: With the Layout
Search Tool Accessory
Refit tab active, annotations
Send Attachment Enhanced Realism Annotations • Disables selection and highlighting Window Selected Geometry
Selection Types Red cannot be selected
Send Link • Right-click to access additional orient options
Items currently selected
Assembly
File Edit View Model Display Datum Display + • Use the shortcut: CTRL + SHIFT + Middle-click Model Tree Preview Geometry
Pan SHIFT Alternate Selection
Graphics Yellow Results of the current operation
Context-Sensitive Help Using Component Drag Mode in an Assembly Window when complete • ALT + Left-click
Click the icon in the Main Toolbar to enable Component Drag mode (select any entities in
Feature Creation Toolbar Sketcher Toolbar • Allows movement of components based on their kinematic constraints Making Selections the graphics window)
Zoom CTRL + or connections
Keyboard Shortcuts • Example: With Layout ALT +
Datum Select Items • Click a location on a component, move the mouse, click again to stop motion
Sketch Component Mouse Controls tab active, use
Line Types Regenerate CTRL+G • Middle-click to disable Component Drag mode ALT + Left-click to
Plane Model Tree
Quadrangle Types • Use the shortcut: CTRL + ALT + Left Mouse and drag Browser select annotations
Axis New File CTRL+N
+ Highlight Geometry Over Geometry
TURN CTRL Window
Circle Types
Curve Open File CTRL+O
Arc Types
Point Types Save File CTRL+S
Coordinate System
Fillet Types
2D Mode Component Placement Controls Query to Next Item Until Highlighted
Chamfer Types Find CTRL+F Allows reorientation of components during placement Navigator
Analysis
Spline Delete DEL Window
Reference Pan
Point/Coordinate System Copy CTRL+C Select Highlighted Geometry
Assembly Annotation
Entity from Edge Types component
Paste CTRL+V CTRL + ALT +
Datum Target Annotation drag
Dimension Types Common Dashboard Controls
AE Propagation Undo CTRL+Z Add or Remove Items
Modify Values CTRL +
Zoom CTRL + from Selection
Pick / Place Redo CTRL+Y
Add Component Constraint Types Feature Hole Round Depth Material
Text Repaint CTRL+R
Add Manikin SPIn CTRL + ALT +
Construct Chains or USING FILTERS
Create Component Sketcher Palette Standard View CTRL+D SHIFT +
Surface Sets
Hole Trim Types 2D and 3D Modes
Copy/ Paste Shortcuts
Mirror/Move/Rotate/Copy Hold down the key and roll the mouse wheel.
Shell are also available in Solid Surface Standard Straight Set Mode Transition Blind To Through Flip Remove Thicken
Complete Sketch Assembly Mode. Mode Selected All Direction Material Sketch Clear Selection On Background
Rib Types + +
Move CTRL ALT
Cancel Sketch
Draft Filters
Zoom
Round Limit the scope
Dashboard Example: Component Placement
Chamfer Browser Controls Sheetmetal Toolbar of Selection
Base Prompt Area
Extrude
Extrude Fine +
SHIFT Object Mode
Revolve Zoom Interface/Manual
Conversion Provides enhanced Spin/Pan/Zoom Control:
Variable Section Sweep Back Stop Home Placement
Flat Wall 1. Enable Orient mode
Boundary Blend Forward Refresh Print Smart Filter
Flange Wall 2. Right-click to enable Orient Object mode Active Filter
Style Save Coarse (2-level filter)
CTRL +
Unattached Wall Types Zoom 3. Use Dynamic Viewing controls to orient the component
Editing Mirror TIP: EXAMPLE: Select a Feature first,
Extended Wall 4. Right-click and select Exit Orient mode
Navigator Tabs Double-click to view then select Geometry
Merge Bend Types Placement Panel items in Selection list (Surface/Edge/Vertex)
Trim Unbend/Bend Back from the Feature
Pattern Relief/Punch/Notch/Rip/Merge
©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
Model Tree Favorites
Forms: Punch/Quilt/Die/Flatten/Deform Area 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
Folder Connections registered trademarks of PTC and/or its subsidiaries in the United States and in other countries.
Flat Pattern
Browser 4576–QRC–0609
Pro/ENGINEER ®

3D Mode
Assembly
Plane Model Tree
TURN CTRL Window
Circle Types
Arc Types
Coordinate System
Fillet Types
Analysis
Reference Pan
Assembly Annotation
Text Repaint CTRL+R
Surface Sets
Rib Types + +
Move CTRL ALT
Cancel Sketch
Draft Filters
Zoom
Base Prompt Area
Extrude
Extrude Fine +
SHIFT Object Mode
CTRL +
Flat Pattern
Pro/ENGINEER ®

3D Mode
Assembly
Plane Model Tree
TURN CTRL Window
Circle Types
Arc Types
Coordinate System
Fillet Types
Analysis
Reference Pan
Assembly Annotation
Text Repaint CTRL+R
Surface Sets
Rib Types + +
Move CTRL ALT
Cancel Sketch
Draft Filters
Zoom
Base Prompt Area
Extrude
Extrude Fine +
SHIFT Object Mode
CTRL +
Flat Pattern
A D VA N C E D S E L E C T I O N : Chain and Surface Set Construction MODEL APPEARANCE D R AW I N G M O D E
customizing the ribbon

Main Toolbar Top-Level Menus
DEFINITIONS CONSTRUCTING CHAINS CONSTRUCTING SURFACE SETS CONSTRUCTING SURFACE SETS
Ribbon Tabs
General Definitions Individual Chains Individual Surface Sets Rule-Based Surface Sets Ribbon UI Ribbon Group
Overflow
Chain One-by-One Single Surfaces Seed and Boundary Surfaces
A collection of adjacent edges and Arrange Ribbon
To select adjacent edges one at a time To select multiple surface patches from To select all surface patches, from a Seed surface
curves that share common endpoints. Group Overflow Area
along a continuous path: solids or quilts one at a time: patch up to a set of Boundary surface patches: Drawing Tree
Chains can be open-ended or closed-
1. Select an edge 1. Select a surface patch 1. Select the Seed surface patch
loop, but they are always defined
by two ends. 2. Hold down SHIFT 2. Hold down CTRL 2. Hold down SHIFT
3. Select adjacent edges 3. Select additional patches
Surface Set 3. Select one or more
4. Release SHIFT (Query may be required)
surface patches to be
A collection of surface patches from 4. Release CTRL used as boundaries
solids or quilts. The patches do not Rule-Based Chains
need to be adjacent. 4. Release SHIFT (all surfaces The location of the Menu Bar and Toolbars can be customized
Rule-Based Surface Sets
Tangent from the Seed up to the
Solid Surfaces Boundaries are selected) Model Tree
Methods of Construction To select all the edges that are tangent
to an anchor edge: To select all the surface patches of
Individual solid geometry in a model:
1. Select an edge
Constructed by selecting individual 1. Select a surface patch on
2. Hold down SHIFT Customizing Ribbon Commands
entities (edges, curves, or surface solid geometry CONSTRUCTING CHAINS
patches) one at a time. This is also 3. Highlight Tangent chain
2. Right-click and select Solid Surfaces To Open Customize Dialog in the Ribbon
called the One-by-One method. (Query may be required) Rule-Based Chains Drawing
Changing Model Appearance Sheet Tabs
4. Select Tangent chain Quilt Surfaces From-To
Rule-Based Assign Appearances To Move Buttons within a Ribbon Group
5. Release SHIFT To select all the surface patches of
Constructed by first selecting an To select a range of edges from
a quilt: a surface patch or a quilt: Object-Action
anchor entity (edge, curve, or Boundary Key Tips To Exchange Collapse Priority between Groups Collapse Priority Number
surface patch), and then automatically 1. Select a surface feature 1. Select Surface/Quilt/Intent Surface/Part
To select the outermost boundary 1. Select the From edge
selecting its neighbors (a range of 2. Select the corresponding quilt 2. Select Appearances button pull-down
additional edges, curves, or surface edges of a quilt: 2. Hold down SHIFT To Move Buttons between Overflow Area and Ribbon Group
patches) based on a rule. This is also 1. Select a one-sided edge of a quilt Loop Surfaces 3. Select/create desired appearance
3. Query to highlight the
called the Anchor/Neighbor method. 2. Hold down SHIFT To select all the surface patches desired From-To chain Action-Object To Hide the Ribbon Completely Select “Minimize the Ribbon”
3. Highlight Boundary chain that are adjacent to the edges of a 4. Select From-To chain
surface patch: 1. Select Appearance button pull-down
(Query may be required)
5. Release SHIFT 2. Select/create desired appearance Press ALT key to display Key Tips for Ribbon Tabs & Top Menu Items
4. Select Boundary chain 1. Select a surface patch
CONSTRUCTING CHAINS 3. Select Surface/Quilt/Intent Surface/Part Key Tips are displayed for the selected tab (see tab at right)
5. Release SHIFT 2. Hold down SHIFT Showing Model Annotations
Multiple Chains 3. Place the pointer over an edge CONSTRUCTING CHAINS AND
Surface Loop of the patch to highlight the Edit Appearances in the Current Model Action-Object Types of
1. Construct initial chain SURFACE SETS USING DIALOG BOXES Selected Model
Loop Surfaces 1. Select Edit Model Appearances from the Appearance
To select a loop of edges on a 1. Select Show Model Annotation Annotations
2. Hold CTRL
surface patch: 4. Select the Loop Surfaces (the To explicitly construct and edit Chains and pull-down menu Annotations (To be Shown)
Annotation
3. Select an edge for new chain initial surface patch is de-selected) Surface Sets, click Details next to a collector: 2. Adjust appearance attributes using draggers
1. Select an edge
Ribbon tabs 2. Select a feature, view or model Previously Shown Subtypes
4. Release CTRL down 5. Release SHIFT
2. Hold down SHIFT 3. Select Map tab to map images and textures Annotation
3. Select an annotation in the
5. Hold down SHIFT (Cannot be Selected)
3. Highlight Surface chain - To edit texture placement, select surface dialog or in the graphics window
Excluding Surface Patches
6. Complete new chain from (Query may be required) using color-picker Pre-selection
from Surface Sets 4. Select Apply or OK from the
selected edge Highlight
4. Select Surface loop dialog box
To exclude surface patches during or Manage Appearances
5. Release SHIFT after construction of a surface set: Highlighted
• Build a custom library of appearances Object-Action
1. Construct a surface set Annotation
• Include pre-defined plastics or metals library appearances 1. Select the model, feature or view (Selectable)
2. Hold down CTRL
• Edit/create/delete appearances in the custom 2. Right-click Show Model Annotations
3. Highlight a patch from the library palette Annotation Preview List
surface set
• Define/save/retrieve custom appearance (*.dmt) files
4. Select the patch to de-select it
5. Release CTRL

Ribbon Tabs
Overflow
1. Select an edge
2. Hold CTRL
Annotation
1. Select an edge
2. Hold down CTRL
surface set
5. Release CTRL

Ribbon Tabs
Overflow
1. Select an edge
2. Hold CTRL
Annotation
1. Select an edge
2. Hold down CTRL
surface set
5. Release CTRL

Ribbon Tabs
Overflow
1. Select an edge
2. Hold CTRL
Annotation
1. Select an edge
2. Hold down CTRL
surface set
5. Release CTRL
Pro/ENGINEER ®

3D Mode
Assembly
Plane Model Tree
TURN CTRL Window
Circle Types
Arc Types
Coordinate System
Fillet Types
Analysis
Reference Pan
Assembly Annotation
Text Repaint CTRL+R
Surface Sets
Rib Types + +
Move CTRL ALT
Cancel Sketch
Draft Filters
Zoom
Base Prompt Area
Extrude
Extrude Fine +
SHIFT Object Mode
CTRL +
Flat Pattern

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PTC ‐ FIRST

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

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

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

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

13. Done Sketch Complete.

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

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

18. Toggle Axis Display to hide axes

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

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

13. Select and pick the centerline to mirror the circle

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

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

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

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

31. Select to flip the direction

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

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

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

14. Change active display to No Hidden , Repaint

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

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

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

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

5. Playback the motion, , , and . Adjust the speed slider to make it go

10. Choose file icon next to the Primary Content to view this file in Microsoft

15. Select the pull‐down before the document number line, choose

22. To the right of the General topic click the New Posting to post a message,

2. Select the pull‐down, choose Check In , browse for the file to upload

12. Pick Rotation Mode , select the wheel tread, LMB press the control circles

14. Click , to exit the ProductView Express, do not save the

Main Toolbar DYNAMIC VIEWING Using the Spin Center Top-Level

Main Toolbar DYNAMIC VIEWING Using the Spin Center Top-Level

Main Toolbar DYNAMIC VIEWING Using the Spin Center Top-Level

customizing the ribbon

customizing the ribbon

customizing the ribbon

customizing the ribbon

Main Toolbar DYNAMIC VIEWING Using the Spin Center Top-Level

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