Learning Objectives - Autodeskaucache.autodesk.com/au2011/sessions/2700/lab_hand… · Web viewIn this section you insert an Autodesk Inventor ... In this section you publish to

Inventor Publisher: Some Assembly RequiredDan Banach – MasterGraphics, Inc.

MA2700-L

In this hands-on lab, you will learn how quickly you can create technical documentation for use as assembly instructions or parts book manuals. The technical documentation can consist of both printed material and interactive 3D content. In this class, you will learn how to import 3D CAD data, explode the assembly into snapshots, annotate the snapshots, and then publish the documentation to Microsoft® Word, and a 3D PDF file. After documenting the assembly, you will make a change to the assembly and then update the snapshots.

Learning ObjectivesAt the end of this class, you will be able to:

Insert an Autodesk Inventor assembly into Autodesk Inventor Publisher, create and adjust snapshots.

Reverse a storyboard, edit the title of snapshots and add a description to snapshots.

Add trails and callouts to snapshots and publish an AVI file.

Create a storyboard, and add an image, an arrow and create a detail view.

Publish a 3D PDF file and publish image to Microsoft Word.

Change a part in Inventor and update Publisher and the Word file.

About the SpeakerDan is an Autodesk® Inventor® certified expert, an Autodesk certified instructor on Inventor, a nationally recognized instructor, and a longtime speaker at Autodesk University. He has been providing CAD solutions to clients of MasterGraphics (an Autodesk Premier Solutions provider and an Autodesk Authorized Training Center) for more than18 years. He has authored three books on Autodesk Mechanical Desktop and is coauthor of fifteen books on Autodesk Inventor. Dan has consulted with Autodesk on many projects. Dan has also created Autodesk Inventor computer-based training videos for CADLearning.

[email protected]

Inventor Publisher: Some Assembly Required

Section 1: Insert an Autodesk Inventor assembly into Autodesk Inventor Publisher, create and adjust snapshots.In this section you insert an Autodesk Inventor Assembly file into Publisher, auto explode the assembly creating multiple snapshots, edit and create a snapshot.

1. Start Autodesk Inventor Publisher.2. In the splash screen click Create new file… or click the New button in the quick access toolbar.

3. Navigate to C:\DataSets\MA2700-L and double-click on the file _Log Splitter AU 2011.iam (first file in the list).

4. If needed expand the Invenor Publisher window.5. Notice the rectangle in the graphics screen. This rectangle defines the area that will be published. In

this step you change the size of the published area.a. In the Edit Publish Area (right side of the screen) move the cursor over the Publish Area

Options button on the right side of the screen and click Edit b. If needed in the Publish Area dialog box from the Pixel Size – Presets drop list click 1280 x

720 (16:9)c. Click OK.

6. Next you will automatically create multiple snapshots to show how the parts will be dissembled.

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a. Select the assembly and all of its parts by expanding the Components entry in the canvas browser in the upper-left corner of the screen and click on the text _Log Splittter AU 2011:1 as shown in the following image on the left.

Note: Click on the light bulb to the left of the assembly’s name in the browser to turn off its visibility.

b. Right-click and in the menu and click Explode> Explode One Level as shown in the following image on the right. One level will move subassemblies as a single component.

c. Pan and zoom (use the wheel on the mouse) so all of the parts fit in the middle of the screen

approximately the size of the published area.d. To preview the steps drag the slider to the left and back to the right as shown in the following

image on the left. e. Adjust the percent for the explosion to 125% by clicking on the right facing arrow as shown

in the following image in the middle and then change it back to 100%. f. Click the Apply and Save Snapshots button as shown in the following image on the right.

Note: A snapshot captures a point in time that displays the assembly in its current state. A storyboard holds the snapshots. You can create as many storyboards and snapshots as needed but only one storyboard can be active.

7. Next you activate the first snapshot. In the snapshot area (lower area of the screen) double-click the first Snapshot “Step0”. The active snapshot has small horizontal and vertical lines in the corners of

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the snapshot as shown in the following image on the right.

8. In this step you play the snapshots to show how the parts will disassemble. Play the snapshots by right-clicking in a blank area in the canvas and click Play from the marking menu. After playing through the snapshots right-click and click Exit Presentation from the marking menu.

9. Next you change the viewpoint that snapshot “Step0” and the following snapshots will use.

a. To ensure that the zoom magnification does not change between the snapshots right-click on the ViewCube and click Properties from the menu. From the ViewCube dialog box uncheck the Fit-to-View on view change and then click OK to complete the change.

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b. Right-click on “Step0” and in the menu click Set Affected Snapshots > Following Snapshots.

10. In this step you change the viewpoint and fit the parts.a. Change the viewpoint by clicking the top-left vertices’ of the view cube as shown in the

following image on the left. b. Pan and Zoom as need to fit the parts within the publish area.

11. Again play all of the snapshots and notice that the bushing is the last part to be disassembled but it should be disassembled after the axle is disassembled. Right-click and click Exit Presentation from the marking menu.

12. In this step you delete the existing snapshot that shows the bushing being removed.a. Right-click on the snapshot on the far-right named “Snapshot”, right-click and click Delete

from the menu.

13. Next you create a new snapshot that will remove the bushing in the correct order.a. Make snapshot “Step3” active by double-clicking on it.b. Right-click and click in a blank area in the canvas and click New Snapshot from the menu.

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14. Next you select the snapshots that will be affected by this change and move the bushing out of the frame.

a. Right-click on the new snapshot after “Step3” and in the menu click Set Affected Snapshots > Following Snapshots.

b. Window select the bushing that is inside the frame (click in a blank area below and to the left of the frame and drag a window above and to right of the bottom of the frame) as shown in the following image on the left.

c. Move the bushing by right-clicking in a blank area in the canvas and click Move from the Marking Menu as shown in the following image on the right.

d. Move the part in the Z direction by clicking and dragging the blue arrow as shown in the following image on the left and drag the part to the left as shown in the following image on the right. To exit the command, press the ESC key twice or click in a blank area in the canvas.

15. For the last step in the section step you play the first six snapshots. a. Double-click the first Snapshot “Step0”.

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b. Right-click in a blank area in the graphics screen and click Play from the marking menu. After playing through the first six snapshots right-click and click Exit Presentation from the marking menu.

16. Save the file as Log Splitter.

Section 2: Reverse a storyboard, edit the title of snapshots and add a description to snapshots.In this section you reverse the storyboard (a storyboard is where snapshots are stored), edit the name of the storyboard and snapshot and add a description for the snapshots.

1. Continue working on the same file or open file C:\DataSets\MA2700-L\_Log Splitter_Section 2.ipb.2. Reverse the storyboard by right-clicking on the “1. Storyboard” near the bottom-left corner of the

screen referred to as the story board bread crumbs and click Reverse Storyboard from the menu. Notice that the snapshots are now in reverse order.

Note: You could have copied the storyboard and reversed the copied storyboard.

3. Rename the storyboard by clicking on “Document” in the lower-left area of the screen and double-click on the storyboard (looks like a film strip) and type Assemble.

4. Make the “Assemble” stoaryboard active by double-clicking on it.5. Make the first snapshot “Step16” active and play through the snapshots. 6. Notice how the one spacer on is located to the back of the frame. In this step you reposition the

spacer in the first two snapshots.a. Set which snapshots will be affected by changing the location of the right-bottom spacer.

With the first snapshot already active single click on the snapshot “Step15”, right-click and in

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the menu click Set Affected Snapshots > Selected Snapshots.

b. In the canvas move the cursor over the right-bottom spacer, right-click and click Restore Home from the menu.

c. Move the cursor over the right-bottom spacer, right-click and then click Move from the Marking Menu.

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d. Move the bottom-right spacer in the Y direction by clicking on the green arrow as shown in the following image on the left and drag the spacer to the right of the frame as shown in the following image on the right

e. Complete the move by pressing the ESC key or clicking in a blank area in the canvas.7. Double-click on snapshot “Step16”, then “Step15”, and then “Step14”. Notice that the two bottom

spacers are moved into their home position in Step 15 and Step14.8. In this step you combine Step 15 and Step14 into one snapshot so both spacers move into position

at the same time.a. Hole down the CTRL key and click Step15. Step15 and Step14 should be highlighted.b. Right-click on one of the selected snapshots and click Create Merged Snapshot from the

menu.

9. Double-click on the new snapshot to the right of “Step14”. 10. Notice that the spacer on the right side is positioned away from the frame. Move this bottom spacer

to its home position by right-clicking on it and click Restore Home from the menu. Since this spacer component is in the home positions in the remaining snapshots, no other snapshot need to be

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selected.

11. The snapshots that were combined are no longer needed. Delete snapshots; Step15 and Step14. Hole down the CTRL key and click Step15 and Step14, right-click and click Delete from the menu.

12. Click through the first few snapshots to show the process.13. Next you rename a couple snapshots.

a. Rename the first snapshot “Step 16”” by slowly double-clicking on its text and typing “Disassembled”

b. Rename the second snapshot named “Snapshot” to “Bottom Spacers”.

c. To save time the remaining snapshots will be renamed for you when you start the next section.

14. Next you add a description to a couple of snapshots a. Right-click on the storyboard “Assemble” and click Show Description from the menu.

b. Click on the snapshot “Disassembled” to make it the active snapshot.c. In the area below the snapshot type “Locate the parts as shown.”

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d. Click on the second snapshot “Bottom Spacers” to make it the active snapshot.e. In the area below the snapshot type “Place the two bottom spacers below the I-Beam of

the frame.”

f. To save time the remaining snapshots will be renamed and descriptions added for you when you open the file in the next section.

15. Save and then close the file.

Section 3: Add trails and callouts to snapshots and publish an AVI file.In this section you add trails to the snapshots, add callouts to the parts, and publish the storyboard to a movie file

1. Open file C:\DataSets\MA2700-L\ _Log Splitter_Section 3.ipb.2. In this step you add trails to all snapshots.

a. Verify that the snapshot “Disassembled” is the active snapshot.b. Set Affected Snapshots to “All Snapshots”.c. In the canvas right-click on the frame and click Selection > Invert Selection. This is done

because the frame is the part that does not move and will not have any trails.

d. Right-click in a blank area in the canvas and click Trail Visibility from the menu.

3. Notice how the subassemblies do not have their trails visible.a. With all of the snapshots still selected use a window selection to select the left wheel and

hub (click in a blank area below and to the left of the wheel and drag a window above and to

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right of the hub)

b. Follow the same process to also turn on the trails for the stand, and the other hub and wheel.

4. In this step you add a callout for each part in the Disassembled snapshot only.a. Right-click on the Disassembled snapshot and click Set Affected Snapshots to “Snapshot

Only”.

b. Expand the Components entry in the browser and right-click on _Log Splitter AU 2011:1 and from the menu click Auto Annotate > Rectangle Layout as shown in the following image on

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the right.

5. In the canvas a callout will appear for each part, in this step you change the generic callout to use

the part number iProperty that was set in Autodesk Inventor. a. With all of the callouts selected click Part Number from the drop list located on the

Annotation tab > Associated Property panel.

b. If desired you can change the shape and color of the callouts. With the callouts still selected change the arrowhead, fill color, outline color, shape and leader type from the Annotation tab > Callout Style panel as shown in the following image on the left.

c. If the callouts are not selected, you can select all the callouts by expanding the browser Annotations entry and click callouts as shown in the following image on the right.

Note: Selecting the callouts in at the top level via the browser will select all callouts in all snapshots. Since these are the only callouts in the storyboard this techniques is valid in this step. In the browser selecting the light bulb to the left of the callout turns their visibility off / on. The callouts visibility can be controlled in each snapshot. Callouts can also be deleted.

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d. If needed you can move the callouts around by moving the cursor over a callout until four arrows appear and then click and drag the callout to a new position. Adjust the location of the arrow by clicking a callout and then click and drag the green square near the end of the arrow.

Note: When a green square appears at the end of the callout it is associatively attached to the component. If a red square is displayed, the callout is not attached.

6. Play through the snapshots and notice that the callouts only display during the first snapshot and the first snapshot is displayed for one second. In this step you will change the time that each snapshot is displayed.

a. From the bottom-left of the canvas right-click on the “1. Assemble” storyboard and click Show Timing as shown in the following image on the left.

b. From the timeline on the top of the “Disassembled” snapshot either click on the .25 and enter 5 or click on the clock and from the list click 5 seconds.

Note: You can adjust the time for multiple snapshots by pressing the CTRL key and clicking on multiple snapshots or click on a snapshot and press and hold the SHIFT key click on another snapshot, that snapshot and all snapshots in between will be selected.

c. If desired you can also control how the snapshots will transition between each other by clicking on the transition icon to the left of each timing area. Consult the Wiki Help to see a video that shows the different transitions.

d. Turn off the Show Timing option by right-clicking on the “1. Assemble” storyboard and click Show Timing.

7. In this step you change the background color of the active snapshot to get more contrast with the

callout arrows.a. If needed activate the “Disassembled” snapshot.b. Click Background from the View tab > Appearance panel.

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c. From the Background Configuration dialog box check Environment and change the environment to Photo Booth if it is not already selected and then click OK.

8. For the last step in this section you publish an AVI movie file.

a. From the Home tab > Publish panel click Video.

b. Click OK to accept all the default setting.c. Save the AVI to the default file name and location.d. If time permits play the AVI file.

9. Save and then close the file.

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Section 4: Create a storyboard, and add an image, an arrow and create a detail view.In this section you create a new storyboard, and add an image and an arrow to snapshots.

1. Open file C:\DataSets\MA2700-L\ _Log Splitter_Section 4.ipb2. In this step you create a new storyboard.

a. Click on the Document button on the bottom left corner of the screen. By making the main document current the new storyboard will be placed at the same level as the first storyboard.

b. On the Document button on the bottom left corner of the screen right-click on click New Storyboard from the menu.

c. Rename the new storyboard to “Shots” by double-clicking on the new storyboard’s label.

d. Double-click on the “Shots” storyboard to make it active.

3. Create a new snapshot by right-clicking in a blank area in the canvas and click New snapshot from the marking menu and rename it to “Safety”

4. The parts are shown in their disassembled positions. In the browser expand the Components entry and right-click on _Log Splitter AU 2011.iam and click Restore Home.

5. In this step you adjust the print size and turn off the annotations.

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a. Turn off the visibility of the callouts by clicking on the light bulb of the Callouts entry in the browser under Annotations.

b. Edit the publish area size to Print Size of 8” x 10”.

6. Zoom and pan the assembly so it fits within the published area.7. In this step you add a safety image.

a. From the Home tab > Annotation panel click the down arrow next to Image and click Attached Image.

b. For the attached point click on the top of the inside vertical edge of the wedge as shown in the following image on the left.

c. Locate the image above the wedge as shown in the following middle image.d. Press ESC key to stop the command.e. To add an image to image placeholder the arrow double-click on the image placeholder and

from the default folder select the file Sharp Safety Image.png.

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f. If desired you can resize the image by clicking on the image and clicking and dragging on a corner.

8. In this step you add an arrow to show how the cylinder moves. a. From the Home tab > Annotation panel click Linear Arrow as shown in the following image

on the left.b. For the starting face click on the front face of the ram as shown in the following image on the

right.

c. Press the ESC key to exit the command.d. Click on the arrow and check Double Arrow from the Annotation tab > Arrow Style panel.

e. Rotate the arrow by clicking on the mini-toolbar button that is displayed to the left of the arrow and clicking Move from the menu.

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f. A triad will appear, click and drag the red node 90 degrees (it will turn yellow when selected).

g. Change the viewpoint by clicking the top-left vertices’ of the view cube as shown in the following image on the left.

h. Click on the arrow in the graphics screen and adjust the size of the arrow by clicking and dragging on the points on the arrow as shown in the following middle image.

i. Change the fill color of the arrow by clicking on the arrow if it is not already selected and click Fill > Color > Yellow from the Home tab > Annotation as shown in the following image on the right.

j. Adjust the location of the attached image as desired.

9. In this step you create a detail view that magnifies an area.

a. From the Home tab > Annotation panel click Detail View as shown in the following image on the left.

b. To associate the detail view to the geometry click on the top face of the frame below the arrow as shown in the following middle image.

c. Locate the detail view by clicking on a point above and to the left of the ram. d. Press the Esc key to stop the command.e. Adjust the scale of the detail view by clicking and dragging the diamonds around the view as

shown in the following image on the right.f. To adjust the detail area and control what is displayed in the detail view, double-click on the

detail view and adjust the focal location and turn off the visibility of the Images and Arrows entries in the browser.

g. If needed you can click on the mini-toolbar to get more option for controlling the detail view. You can also double-click on the detail view to adjust the area that the detail view is focused

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on.

10. Create a new snapshot and rename it to “Parts List” and zoom and pan the assembly so it is located to the top of the published area and there is room around the parts for callouts.

11. For the snapshot “Parts List” turn off the visibility of the images and arrows by clicking on the light bulb in the browser for the Images and Arrows entries.

12. Next you add a parts list with balloons.a. From the Home tab > Annotation panel click Parts List View as shown in the following image

on the left.b. Click OK to accept the assembly that the parts list will be based onc. To save space on the sheet you remove the preview image in the parts list. In the Create

Parts List dialog box click the Customize View button, click on Preview in the right column and then click the <- Remove button and as shown in the following image on the right.

d. Change the Display Row Count to 16.

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e. Change the width of the columns so all the text fits on single lines by moving the cursor over the top vertical line of a column and dragging.

f. Click OK to create the parts list and balloons.g. When the dialog box appear stating that a few part were obscured click NO as these parts

need to be displayed in the parts list. To add balloons to the obscure parts you can add a callout or create a new snapshot with a viewpoint that displays the obscure parts.

h. Adjust the location of the assembly, balloons and parts as needed to fit them on the published area.

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13. Next you copy a snapshot.a. Right-click on the Parts List snapshot and click Copy from the menu.b. Again right-click on the Parts List snapshot and click Paste from the menu.

c. Rename the copied snapshot to “Parts List B&W”.14. Make the copied snapshot “Parts List B&W” current.15. For the last step in this section you change the color style of the parts.

a. Select all the parts by clicking on the _Log Splitter AU 2011.iam entry in the browser.

b. From the Home tab > Component panel click Style and scroll down the list and click Technical Line Drawing.

c. Click in a blank area in the canvas to see the style change.

Note: You can also change the color or material of a part(s) by selecting the part(s) and click Material from the Home tab > Component panel.

16. Save the file.

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Section 5: Publish a 3D PDF file and publish image to Microsoft Word.In this section you publish to a 3D PDF and to add individual snapshots to Microsoft Word using the Inventor Publisher Add-In.

1. Continue working on the same file or open file C:\DataSets\MA2700-L\_Log Splitter_Section 5.ipb2. In this step you publish a 3D PDF file.

a. From the Home tab > Publish panel click the drop down arrow and click Adobe PDF as shown in the following image on the left.

b. In the Publish to PDF dialog box change the output file type to 3D PDF and verify the other setting as shown in the following image on the right.

c. Click OK to create the 3D PDF.d. Click Save to accept the default file name and location.e. Adobe Reader will open, f. Rotate the log splitter by moving the cursor over the log splitter and click and drag.g. Play though the snapshots by click Play All from the menu near the bottom of the Abobe

Reader.

h. Make individual snapshots current by clicking on them in the left column.

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i. Experiment changing how the parts can be displayed by right-clicking on a part and try different options from the menu.

j. Close Adobe Reader.3. In this step you insert selected images from the Inventor Publisher “IPB” file and insert them into a

Microsoft Word file.

Note: You can Publish the entire document or the current storyboard or current snapshot from the Home tab > Publish panel > Microsoft Word.

a. Start Microsoft Word.b. In Word click Link from the Inventor Publisher tab > Word Document Panel.

c. Navigate to C:\DataSets\MA2700-L and select the file _Log Splitter_Section 5.ipbd. In Word the Inventor Publisher browser will appear on the right-side of the screen.e. In the browser on the detail tab click the Assemble entry.f. Change the view in the Publisher browser to the film strip view.g. Click and Drag the Disassembled snapshot into the Word document.

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h. To accept the current properties of the image click Cancel in the Image Properties dialog box.

i. To go to the next line in Word click to the right and outside of the image and then press the

Enter key j. Insert another snapshot of your choice.k. Save the file as C:\DataSets\MA2700-L\Log Splitter and keep it open.

Section 6 - Optional: Change a part in Inventor and update Publisher and the Word file.1. In this step you make a design change in Autodesk Inventor.

a. Start Autodesk Inventor the current application.b. Open the part C:\DataSets\MA2700-L\_Log Splitter AU 2011.iam.c. Edit the part Main Frame 01:1 in the context of the assembly.d. Unsuppress the feature Hole1.

e. Return to the top level of the assembly.

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f. Save the assembly file. g. Close the assembly file and Inventor.

2. In this step you update the snapshots in Inventor Publisher.a. Make Inventor Publisher the current application.b. If the file \_Log Splitter_Section 5.ipb is not the active file, open file C:\DataSets\MA2700-L \

_Log Splitter_Section 5.ipb.c. Check for updates by right-clicking on the _Log Splitter AU 2011.iam entry in the browser

and click Source File > Check File Status as shown in the following image on the left.d. After an update is found click on the Update button to the left of the _Log Splitter AU

2011.iam entry in the browser as shown in the following image on the right.e. If the Update icon does not appear right-click on the Source Files entry and click Update All

Components.

f. Verify that all of the snapshots have been updated by clicking on a few different snapshots.g. Save the Publisher file.h. Close the Publisher file and then close Publisher

3. In the last step in this section you update the inserted images in the Word file. a. Make Word the active program.b. Open the Word file that contains the Publisher images that need to be updated.c. Click Update All from the Inventor Publisher tab > Publisher File panel.

d. Notice how the images in the Word file update to reflect the design change.e. Save the file and then close Word.

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Documents

Learning Objectives - Autodeskaucache.autodesk.com/au2011/sessions/2700/lab_hand… · Web viewIn this section you insert an Autodesk Inventor ... In this section you publish to