T3904-390-02_SG-Ins_Exc_EN

Advanced Assembly Design using CreoParametric 2.0

T3904-390-02

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Training AgendaDay 1Module 01 ― Using Advanced Assembly Constraints

Module 02 ― Creating and Using Component Interfaces

Module 03 ― Creating and Using Flexible Components

Module 04 ― Restructuring and Mirroring Assemblies

Day 2Module 05 ― Using Assembly Features and Shrinkwrap

Module 06 ― Replacing Components in an Assembly

Module 07 ― Understanding the Basics of Simplified Reps

Module 08 ― Creating Cross-Sections, Display Styles, Layer States, and Combined Views

Day 3Module 09 ― Substituting Components using User Defined, Envelopes, and Simplified Reps

Module 10 ― Understanding Advanced Simplified Rep Functionality

Module 11 ― Creating and Using Assembly Structure and Skeletons

Module 12 ― Project

Table of ContentsAdvanced Assembly Design using Creo Parametric 2.0Creating and Using Flexible Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Using Measure to Define a Flexible Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Using Flexibility to Remove Interference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Using Assembly Features and Shrinkwrap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Creating an Assembly Extruded Cut. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Creating Assembly Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6

Replacing Components in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Replacing Unrelated Components using the Reference Table Method . . . . . . . . . . . . . . . . . . . . . 6-2Creating Interchange Assemblies using Evaluate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6

Understanding the Basics of Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Using Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Using Part Simplified Reps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

Creating Cross-Sections, Display Styles, Layer States, and Combined Views . . . . . . . . . . . . 8-1Creating Display Styles using the View Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Creating and Editing Display Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Substituting Components using User Defined, Envelopes, and Simplified Reps . . . . . . . . . . 9-1Substituting Components using Envelopes and Simplified Reps. . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1

Module 3Creating and Using Flexible Components

© 2012 PTC Module 3 | Page 1

Exercise 1: Using Measure to Define a FlexibleDimension

ObjectivesAfter successfully completing this exercise, you will be able to:• Use a measured distance to define a flexible dimension.• Assemble part components using flexible components.

ScenarioTo create real life figures for the Marketing Department’s brochures, you are assigned to assemblethe drill’s clutch using flexible components. First, define the clutch springs as flexible components.Then, assemble the clutch springs into the clutch assembly.

Close Window Erase Not Displayed

Component_Operations\Flexible_Dimension CLUTCH_SPRING.PRT

Task 1: Define the component flexibility.

1. Enable only the following Datum Display types:

2. In the model tree, right-click datum pointSPRING_LENGTH and select Edit.

3. Edit the value of the SPRING_LENGTH from 18to 22 and click twice in the graphics window toupdate the geometry.

4. Click Undo from the Quick Access toolbar.

The length of the spring is controlled by this single dimension, reflecting the design intentof the spring. Now that you have tested the extended length, you know that this modelcan easily be used as a flexible component.

5. Click Open from the Quick Access toolbar,select CLUTCH.ASM, and click Open.

6. Click Assemble , select CLUTCH_SPRING.PRT, and click Open.

7. Click Complete Feature .8. In the model tree, right-click CLUTCH_SPRING.

PRT and select Make Flexible.9. In the graphics window, select datum point

SPRING_LENGTH.10. Select the 18 dimension in the graphics window,

and then click Add to add it to the list ofvariable dimensions.

Module 3 | Page 2 © 2012 PTC

Task 2: Assemble the first CLUTCH_SPRING.PRT.

1. Click Named Views from the In Graphics toolbar and select TOP.Notice that the distance between the holes for SPRING1 and SPRING 2 points are different.

2. Edit the Method from By value to Distance in the CLUTCH_SPRING : Varied Items dialogbox.

3. To measure the distance between them, consecutively select each datum point from thebottom of CLUTCH.ASM.

This measured value, currently 18, now determines the length of this spring instance,no matter what the distance between the points changes to.

4. Click Accept in the Distance dialog box.

Using the measurement method of defining the flexible value of the spring length ensuresthat the spring length updates according to changes in the assembly.

5. Click OK to close the Varied Items dialog box.


6. Select the center of the spring to move the component to the approximate position shownbelow.

7. Select the Datum Point on the left side of the spring and the Datum Point on the bottom-left ofthe clutch to create a Coincident constraint.

8. Rotate the spring slightly away from the assembly, as shown below.

9. Select the unattached datum point on the right side of the spring. This point on the spring willbe attached to the datum point on the bottom-right of the clutch with a Coincident constraint.

10. Right-click and select Fix Constraint to fully constrain the spring.11. Click Complete Component .

Task 3: Assemble the second clutch spring.

1. Click Assemble , select CLUTCH_SPRING.PRT, and click Open.2. Click Complete Feature .3. In the model tree, right-click the new CLUTCH_SPRING.PRT and select Make Flexible.4. In the graphics window, select datum point SPRING_LENGTH.5. Select the 18 dimension in the graphics window, and then select Add to add it to the

list of variable dimensions.

6. Edit the Method from By value to Distance in the CLUTCH_SPRING : Varied Items dialogbox.

7. Consecutively select each Datum Point from the top of CLUTCH.ASM.8. Click Accept in the Distance dialog box.9. Click OK in the CLUTCH_SPRING: Varied Items dialog box.10. Select the center of the spring to move the component above the clutch.


11. Select the Datum Point on the left side of the spring and the Datum Point on the top-left of theclutch. If necessary, change this to a Coincident constraint.

12. Rotate the spring slightly away from the assembly.

13. Select the Datum Point on the right side of the spring and the Datum Point on the bottom-rightof the clutch. If necessary, change this to a Coincident constraint, positioning the otherend of the spring.

14. Right-click and select Fix Constraint to fully constrain the spring.

15. Click Complete Component .

This completes the exercise.


Exercise 2: Using Flexibility to Remove Interference

ObjectivesAfter successfully completing this exercise, you will be able to:• Add a feature as a flexible item in a model.• Use a measured diameter to define a flexible dimension.• Add flexibility to a component that is already assembled.• Edit the flexibility of a component in an assembly.

ScenarioThe insert and base models used in this exercise are assembled in the workshop using a press-fittype interface. In real life, the interference caused by the press-fit is intended to be used to keep theparts together. In Creo Parametric, an interference between components is an annoyance becauseit is listed every time a global interference check is run. Also, the interference can cause line displayinconstancies in drawings. To avoid these problems, use flexibility to remove the interference yetmaintain both the component and assembly design intent.


Component_Operations\Flexible_Interference FLEX_PRESS_FIT.ASM

Task 1: Identify interference in the assembly.

1. Disable all Datum Display types.2. In the ribbon, select the Analysis tab. Click

Global Interference from the InspectGeometry group.

3. In the Global Interference dialog box, clickPreview Analysis .

The interference between thecomponents highlighted in red.

4. Click Cancel .

Task 2: Make the insert model flexible within the assembly.

1. In the model tree, right-click FLEX_PRESS_INSERT.PRT and select Make Flexible.

2. Select the Features tab in the FLEX_PRESS_INSERT: Varied Items dialog box.

3. Select one of the knurl features shown and clickOK in the Select dialog box.

4. Click Yes in the Warning dialog box to confirmadding the pattern to the variable items list.


5. Click in the New Status field of the flexiblepattern item and select Suppressed from thedrop-down menu.

6. Click OK to close the dialog box.

Even though the knurled geometry hasbeen removed, there is still interference inthe assembly. The head diameter of theinsert is too large and you should reduce itto eliminate the interference.

Task 3: Edit the defined flexibility.

1. From the Component Placement dashboard.select the Flexibility tab.

2. On the Flexibility tab, select the Varied Itemsbutton.

3. Select the Dimensions tab, if necessary, andselect the head of the insert, Extrude_1, asshown.

4. Click the 15 dimension and click OK in theSelect dialog box. This places the dimension inthe list of variable dimensions.

5. Edit the Method from By value to Diameter in theVaried Items dialog box.

6. Select the inner cylindrical surface, as shown, tomeasure the diameter of the hole in the basemodel.This measured value, currently 14, nowdetermines the diameter of this assembled insertmodel, no matter how the diameter of the holechanges.

7. Click Accept in the Diameter dialog box.8. Click OK to close the Varied Items dialog box.9. Click Complete Component .


Task 4: Verify that the interference has been removed from the assembly.

1. Click View Manager from the In Graphicstoolbar, select the Sections tab, and double-clickA. Visually, the interference appears to beeliminated. Click Close from the view manager.

2. Ensure that there are no interfering models byclicking Global Interference from the InspectGeometry group.


The interference has been removed.

4. In the model tree, right-click FLEX_PRESS_INSERT.PRT and select Open.

Even with flexible dimensions and featuresapplied to the assembly instance of theinsert, the part model maintains its designstate.



Module 5Using Assembly Features and Shrinkwrap


Exercise 1: Creating an Assembly Extruded Cut

ObjectivesAfter successfully completing this exercise, you will be able to:• Remove material with an assembly cut.• Define intersected components of an assembly cut.• Edit the display level of an assembly cut.

ScenarioUpon installation, the clip removes material from the plastic outer housing. Use an assembly cutto duplicate this condition in Creo Parametric.


Assembly_Features\Extrude ASSY_EXTRUDE.ASM

Task 1: Use an assembly cut to remove interference in an assembly.

1. In the model tree, click Settings > TreeFilters. In the Model Tree Items dialog box,select the Features check box and click OK.

2. From the In Graphics toolbar, click View

Manager and select the Sections tab in theView Manager window.

3. Double-click section A.

Notice the interference between CLIP.PRTand OUTER.PRT.

4. In the View Manager dialog box, double-click NoCross Section and click Close.

5. From the In Graphics toolbar, select HiddenLine from the Model Display types drop-downmenu.

6. Click Extrude from the Cut & Surface group.Right-click and select Define Internal Sketch.

7. Select the inside surface of the clip as the SketchPlane, as shown in the figure.

8. In the model tree, select ASM_RIGHT as thereference for the Right sketch orientation andclick Sketch.


9. Click Sketch View from the Setup group.

Selection of additional Sketcher referencesis not required because this sketch iscreated with the Project tool.

10. In the ribbon, select Project from theSketching group and select the three edges ofthe clip, as shown in the figure.

11. In the ribbon, select Corner from the Editinggroup.

12. Select the two sketch lines shown in the figure totrim the lower-right corner of the sketch.

13. Select the two sketch lines shown to trim theupper corner of the sketch.

The completed sketch is a closed triangleshape.

14. Click OK .


15. From the In Graphics toolbar, select Shadingfrom the Model Display types drop-down menu.

16. From the In Graphics toolbar, click NamedViews and select the view name EXTRUDEfrom the list.

17. In the Extrude dashboard, select the ToSelected depth option and select the surfaceas the depth reference, as shown in the figure.

18. Click Complete Feature .

Task 2: Verify that the interference has been removed and edit as required.

1. Click Named Views and select the viewname Default Orientation from the list.

2. Click ViewManager and select the Sectionstab in the View Manager dialog box, if necessary.

3. Double-click section A.

The interference between CLIP.PRT and OUTER.PRT has been removed; however,material from CLIP.PRT has also been removed. The design intent was to remove materialfrom OUTER.PRT only.

4. In the model tree, right-click Extrude 1 andselect Edit Definition.

5. In the dashboard, select the Intersect tab.6. In the Intersect tab, clear the Automatic Update

check box.7. Right-click Clip from the Intersected Models list

and select Remove.8. Click Complete Feature .

Material is removed only from OUTER.PRT and the interference has been eliminated.


Task 3: Edit the assembly cut so that it appears at the part level of OUTER.PRT.

1. In the model tree, right-click OUTER.PRT andselect Open. Notice that the assembly cut doesnot appear at the part level of the model.

2. Click Close to return to the assembly.

3. In the model tree, right-click Extrude 1 andselect Edit Definition.

4. In the dashboard, select the Intersect tab.5. Select the Advanced Intersection check box.6. Right-click Outer from the Intersected Models

list and select Part Level.7. Click Complete Feature .8. In the model tree, right-click OUTER.PRT and

select Open. Notice that the assembly cut nowappears at the part level.



Exercise 2: Creating Assembly Features

ObjectivesAfter successfully completing this exercise, you will be able to:• Create an assembly hole.• Copy and paste an assembly hole.• Select intersecting components for an assembly feature.

ScenarioTo ensure a proper fit, you assemble a rack by drilling out pilot holes through interfacing componentsduring the assembly operation. After you complete the assembly, you machine material from thetop of the rack to ensure a level fit.


Assembly_Features\Features RACK.ASM

Task 1: Create holes referencing the existing pilot holes.

1. Enable only the following Datum Display types:.

2. Click Named Views from the In Graphicstoolbar and select 3D-1 from the drop-down list.

3. Select Hole from the Cut & Surface group.4. Select datum axis DRILL_OPEN_END, as

shown in the figure.5. Press CTRL and select the placement surface

shown in the figure.

6. Select theThrough All depth option fromthe Hole dashboard.

7. Edit the diameter to 6.

8. In the dashboard, click Intersect.

In the Intersected Models list, noticethat both the RACK_POST1 andRACK_CAP models intersected by thishole are listed.

9. Clear the Automatic Update check box.10. In the Intersected Models list, right-click the first

RACK_POST1 and select Remove.11. Right-click the first RACK_CAP and select

Remove.12. Click Complete Feature .

In this assembly, you are trying to duplicate the assembly process used to assemble thisrack. You are only intersecting the parts in this corner of the assembly because that is theprocess used in the machine shop to assemble this rack.


13. Click Axis Display to turn off the display ofaxes in the model.

14. Click Named Views from the In Graphicstoolbar and select 3D-2 from the drop-down list.• Verify that the pilot hole shown was notaffected by the hole.

Task 2: Use copy and paste to add another hole to the assembly.

1. Click Axis Display to turn on the display of axes in the model.

2. Click Named Views from the In Graphics toolbar and select 3D-1 from the drop-down list.3. In the model tree, select Hole 1 if necessary.4. Press CTRL+C to copy the feature.5. Press CTRL+V to paste the feature.6. Click OK in the Intersected Comps dialog box.

7. Select datum axis DRILL_CLOSED_END, asshown in the figure.

8. Press CTRL and select the placement surfaceshown in the figure.

9. In the dashboard, click Intersect.10. Clear the Automatic Update check box.11. In the Intersected Models list, right-click the first

RACK_CAP and select Remove.12. Right-click the first RACK_SIDERAIL1 and

select Remove.13. Click Complete Feature .

Task 3: Remove material from the top of the rack using an extrude feature.

1. Click Axis Display to turn off the display ofaxes in the model.

2. Select Extrude from the Cut & Surfacegroup, right-click, and select Define InternalSketch.

3. Select the top surface of the post as the sketchplane, as shown in the figure. Edit the sketchorientation direction to Left.

4. Click Sketch to start Sketcher mode.


5. Select References from the Setup group.6. Select four Sketcher references by selecting

edges of the RACK_CAP.PRT models, asshown in the figure.

7. Click Close in the References dialog box.

8. Select Corner Rectangle from the Rectangletypes drop-down menu in the Sketching group.

9. Sketch a rectangle using the references, asshown in the figure.

10. Click OK .

11. Click Named Views from the In Graphicstoolbar and select 3D-1 from the drop-down list.

12. Select the Through All depth option.13. Edit the feature creation direction to an upward

direction.

14. Click Complete Feature .



Module 6Replacing Components in an Assembly


Exercise 1: Replacing Unrelated Components using theReference Table Method

ObjectivesAfter successfully completing this exercise, you will be able to:• Replace an unrelated component using a reference table.

ScenarioRemove interference in the top-level tool assembly by replacing the circular base in the clampsub-assembly with a smaller, rectangular base model. The new base is imported from the Step fileof a vendor's standard part database.


Component_Operations\Replace_Reference-Table TOOL_01.ASM

Task 1: Identify interference in the assembly.

1. Disable all Datum Display types.2. In the ribbon, select the Analysis tab. Click

Global Interference from the InspectGeometry group.


The interferences between the roundbase parts and the main clamp tool arehighlighted in red.

4. Click Cancel .

Task 2: Activate CLAMP_RT.ASM and select CLAMP_BASE_CIR_RT.PRT to be replaced.

1. In the model tree, expand Pattern 1. Right-clickthe first instance of CLAMP_RT.ASM and selectActivate.

2. In the model tree, expand CLAMP_RT.ASM.Right-click CLAMP_BASE_CIR_RT.PRT andselect Replace.

This opens the Replace dialog box,enabling you to select from variousreplacement methods.

Task 3: Replace CLAMP_BASE_CIR_RT.PRT with CLAMP_BASE_RT.PRT.

1. In the Replace dialog box, do the following:• Click Unrelated Component.

• Click Open .2. In the Open dialog box, select CLAMP_BASE_RT.PRT and click Open.3. Click Edit Ref Table to open the Reference Pairing table.4. Click Evaluate and notice that no references were automatically paired.


Creo Parametric identifies each piece of geometry in CLAMP_BASE_CIR_RT.PRTthat is referenced in the CLAMP_RT.ASM. Because the two models have nothing incommon, Evaluate cannot automatically pair any references. You can now manuallyselect corresponding geometry in the new model for each reference tag listed.

5. In the Reference Pairing Table dialog box, click TAG_0.6. In the graphics area, select the reference in CLAMP_BASE_RT.PRT that corresponds to the

highlighted TAG_0 reference in CLAMP_BASE_CIR_RT.PRT.

















21. In the Reference Pairing table dialog box, clickOK.

22. In the Replace dialog box, click OK.23. In the model tree, select TOOL_01.ASM.

Right-click and select Activate.

The Reference Pairing table pairs referencesused to assemble components to the base,and pairs references used to assemble thesub-assembly to the top-level tool assembly.



Exercise 2: Creating Interchange Assemblies usingEvaluate

ObjectivesAfter successfully completing this exercise, you will be able to:• Use the Evaluate tool in the Replace dialog box to automatically create and pair reference tags.• Add a component to an existing interchange assembly.

ScenarioCreate an interchange assembly using the Evaluate functionality to pair references.


Component_Operations\Interchange_Evaluate TRACK.ASM

Task 1: Create an interchange assembly.

1. Enable only the following Datum Display types:.

2. Click New from the Quick Access toolbar.• Select Assembly as the new model type.• Select Interchange as the new assemblysubtype.

• Edit the name to interchg_slider and clickOK.

Task 2: Add three slider parts to the interchange assembly as functional components.

1. In the ribbon, select the Model tab, if necessary.Click Functional from the Component group.

2. In the Open dialog box, select TRACK_SLIDER.PRT and click Open.

3. Click Functional .4. In the Open dialog box, select TRACK_

SLIDER2.PRT and click Open.5. Click Complete Component .

6. Click Functional from the Component group.7. In the Open dialog box, select TRACK_

SLIDER3.PRT and click Open.8. Click the middle of the part and drag it into the

position shown.9. Click Complete Component .


Task 3: Create reference tags using Evaluate in the Reference Pairing table.

1. In the ribbon, click Ref Pairing Table fromthe Reference Pairing group.

2. Select TRACK_SLIDER.PRT as the activecomponent.

3. Click in the Components to Pair field of thedialog box.

4. Press CTRL, then select TRACK_SLIDER2.PRTand TRACK_SLIDER3.PRT to pair.

5. Select Evaluate and Create Tags from the Evaluate drop-down list.

Creo Parametric evaluates and automatically pairs reference tags for all similar datumreferences in the three parts. Notice that the table has a group of columns for eachcomponent in the interchange assembly.


Task 4: Replace the slider parts using the interchange functionality.

1. Click Windows > TRACK.ASM from the Quick Access toolbar to activate it.2. In the model tree, right-click TRACK_SLIDER.PRT and select Replace.

3. In the Replace dialog box, click Open .

4. Expand the INTERCHG_SLIDER tree, selectTRACK_SLIDER2.PRT and click OK.

5. Click OK in the Replace dialog box.


6. In the graphics window, select SLIDER_REF_PNT, right-click, and edit the dimension to 0.6.

7. Click Regenerate .

8. In the model tree, right-click TRACK_SLIDER2.PRT and select Replace.


10. Expand the INTERCHG_SLIDER tree, selectTRACK_SLIDER3.PRT, and click OK.

11. Click OK from the Replace dialog box.

12. In the graphics window, select SLIDER_REF_PNT, right-click and edit the dimension to 0.9.


Task 5: Add a new component to the interchange assembly.

1. ClickWindows > INTERCHG_SLIDER.ASM from the Quick Access toolbar to activate it.

2. Click Functional from the Component group.3. In the Open dialog box, select TRACK_

SLIDER4.ASM and click Open.4. Click the middle of the part and drag it into the

position shown.5. Click Complete Component .

6. Click Ref Pairing Table from the ReferencePairing group.

7. Select TRACK_SLIDER.PRT to be the activecomponent.

8. Click in the Components to Pair field in thedialog box.

9. Select TRACK_SLIDER4.ASM to pair.10. Click the Evaluate button.


Creo Parametric evaluates and automatically pairs existing reference tags to referencesin the new assembly. To see the new reference tags, scroll to the far right of theReference Pairing Table dialog box.


Task 6: Use the interchange assembly to replace TRACK_SLIDER3.PRT withTRACK_SLIDER4.ASM.

1. Click Windows > TRACK.ASM from the Quick Access toolbar to activate it.2. In the model tree, right-click TRACK_SLIDER3.PRT and select Replace.


4. Expand the INTERCHG_SLIDER interface,select TRACK_SLIDER4.ASM, and click OK.

5. Click OK in the Replace dialog box.

6. In the graphics window, select SLIDER_REF_PNT, right-click, and edit the dimension to 0.5.





Module 7Understanding the Basics of Simplified Reps


Exercise 1: Using Simplified RepsObjectivesAfter successfully completing this exercise, you will be able to:• Exclude components from an assembly using simplified reps.• Reduce memory requirements of an assembly using simplified reps.• Edit simplified reps.• Create a simplified rep by editing the default status to Exclude.

ScenarioUse simplified reps to reduce the memory requirements and remove unnecessary detail fromthe DRILL.ASM.Close Window Erase Not Displayed

Advanced_Assembly\Simplified-Reps_Drill-1 DRILL.ASM

Task 1: Create a NO COVERS simplified representation.

1. Disable all Datum Display types.2. In the model tree, press CTRL and select

RECOIL.ASM and ENGINE_COVER.PRT.3. Expand CARBURETOR.ASM. Press CTRL

and select CARBURETOR_PLATE.PRT andAIR_FILTER_COVER.PRT.

4. Right-click and select Set Representation to> Exclude.

5. Click View Manager from the In Graphicstoolbar.

6. In the view manager, select Master Rep(+) fromthe list of simplified reps, right-click, and selectSave.

7. In the Save Display Elements dialog box, edit theSimplified Rep field to no_covers and click OK.

8. Double-click Master Rep and then click Closefrom the view manager.


Task 2: Create the POWERTRAIN simplified representation.

1. Reset the model tree by clicking Show >Collapse All. Double-click in the DRILL.ASMnode.Select the graphics window to de-select all, ifnecessary.

2. In the model tree, select MUFFLER.PRT. PressSHIFT and select HANDLE_SIDE.ASM.

3. Press CTRL and select GEARBOX_CHUCK.ASM.


5. In the graphics window, select theSTD_BIT_12MM.PRT drill bit.


7. Click View Manager .8. In the view manager, select Master Rep(+) from the list of simplified reps, right-click, and

select Save.9. In the Save Display Elements dialog box, edit the Simplified Rep field to powertrain and

click OK.10. Click Close to close the view manager.11. Click File > Manage Session > Erase Not Displayed from the main menu.12. Note that several components can be removed from session memory. Click OK to remove

them.

Excluded components remain in session memory until they are erased.

13. Click View Manager and double-click Master Rep.Notice that components are being retrieved from disk into session.

14. Click Close from the view manager.


Task 3: Experiment with simplified representations.

1. Click Named Views from the In Graphics toolbar and select 3D_3.

2. Click Refit from the In Graphics toolbar.

3. Click View Manager and double-click Internal.4. From the view manager, right-click Internal and select Redefine.5. In the chooser tree, select the CLUTCH.ASM check box to edit its status to Master Rep.

Middle-click and spin the model in the preview window. Notice that CLUTCH.ASM is nowvisible.

6. Click OK to close the component chooser.

7. In the view manager, double-click Master Rep.Notice that components are being retrieved fromdisk into session.

8. Click Close from the view manager.

Task 4: Assemble the RATCHET.PRT by temporarily editing the Master Rep.

1. Click Named Views from the In Graphicstoolbar and select 3D_4.

2. In the model tree, expand ENGINE.ASM.3. Right-click CRANK.ASM and select Set

Representation to > Master.


4. Click View Manager and click Properties.5. Notice that CRANK.ASM is edited to Master

Rep and the entire DRILL.ASM has a default

status of Exclude .6. In the View Manager dialog box, click List and

Close.7. Click File > Manage Session > Erase Not

Displayed from the main menu.8. Click OK in the Erase Not Displayed dialog box

to remove them.

9. In the ribbon, click Assemble . SelectRATCHET.PRT and click Open.

10. Select appropriate surfaces to createCoincidentconstraints.

11. Click Complete Component .

12. Click View Manager and double-clickthe modified Master Rep(+). Notice thatcomponents are being retrieved from disk intosession.



Exercise 2: Using Part Simplified Reps

ObjectivesAfter successfully completing this exercise, you will be able to:• Create a part simplified rep.• Add a work region to a part simplified rep.• Apply Graphics Only status to a sub-assembly.• Substitute part simplified reps into an assembly.

ScenarioImprove assembly performance by substituting a part simplified rep into the drill assembly andapplying Graphics Only status to a sub-assembly. To improve assembly usability, substitute a partsimplified rep containing a work region into the assembly.


Advanced_Assembly\Simplified-Reps_Drill-2 DRILL.ASM

Task 1: Create a simplified rep of the chuck collar part.

1. Disable all Datum Display types.2. In the graphics window, right-click

CHUCK_COLLAR.PRT and select Open.


4. In the View Manager dialog box, click New.5. Type no_teeth as the new rep name and press

ENTER.

6. In the menu manager, click Features.7. In the model tree, select the COLLAR_TEETH

group to be excluded.8. Click Done and Done/Return from the menu

manager.9. In the view manager, double-click Master Rep

to display the teeth features again.

10. Click Close from the Quick Access toolbar toreturn to the assembly.


Task 2: Create a simplified rep using a work region cut away of the recoil cover.

1. In the graphics window, right-clickRECOIL_COVER.PRT and select Open.


3. In the View Manager dialog box, click New.4. Type cut_away as the new rep name and press

ENTER.

5. In the menu manager, click Work Region >Done.

6. At the bottom of the model tree, select theCUTAWAY_SKETCH sketch feature.

7. In the Extrude dashboard, edit the depth byclicking Through All . Click Change DepthDirection .

8. Click Change Material Direction .9. Click Complete Feature and click

Done/Return.10. In the view manager, double-click Master Rep.


Task 3: Substitute the NO_TEETH simplified part rep into the assembly.

1. In the graphics area, right-click CHUCK_COLLAR.PRT and click Set Representation to> User Defined.

2. In the Select Rep dialog box, select NO_TEETHand click Apply.

3. Click View Manager from the In Graphicstoolbar. Right-click Master Rep(+) from the listof simplified reps and select Save.

4. In the Save Display Elements dialog box, editthe Simplified Rep field to no_collar_teeth andclick OK.

5. In the view manager, double-click Master Repand click Close.


Task 4: Substitute the CUT_AWAY simplified part rep into the assembly.

1. Click Named Views from the In Graphicstoolbar and select 3D_3.

2. In the graphics area, select RECOIL_COVER.PRT. Right-click and select Set RepresentationTo > User Defined.

3. In the Select Rep dialog box, select CUT_AWAYand click Apply.

4. Click View Manager from the In Graphicstoolbar. Right-click Master Rep(+) from the listof simplified reps and select Save.

5. In the Save Display Elements dialog box, editthe Simplified Rep field to review_engine andclick OK.

6. In the view manager, double-click Master Repand click Close.

Task 5: Create a simplified rep to simplify the handle sub-assembly and increase assembly per-formance.

1. Press CTRL and select HANDLE_MAIN.ASMand HANDLE_SIDE.ASM in the model tree.

2. Right-click in the graphics area and select SetRepresentation To > Geometry.

3. In the main window, click View Manager .Right-click Master Rep(+) from the list ofsimplified reps and select Save.

4. In the Save Display Elements dialog box, editthe Simplified Rep field to handle_geom_onlyand click OK.

5. In the view manager, click Close.

With geometry reps, the model geometry is solid, visible, and available for selection.However, you cannot select or modify features in the models.Assemblies with geometry reps in session perform faster than those with master reps.

6. Click File > Manage Session > Erase Not Displayed from the main menu.

The handle parts are being erased from session even though you can see the handlegeometry in the graphics window.

7. Click OK in the Erase Not Displayed dialog box to remove them.



Module 8Creating Cross-Sections, Display Styles, Layer States,

and Combined Views


Exercise 1: Creating Display Styles using the View Tab

ObjectivesAfter successfully completing this exercise, you will be able to:• Create a temporary display style.• Create display styles using the View tab.• Edit display styles.

ScenarioCreate display styles using the View menu.


View\Display-Style_View-Menu GEARBOX_S1.ASM

Task 1: Create a temporary display style.

1. Disable all Datum Display types.2. In the model tree, expand the DRILL_CHUCK_

S1.ASM node.3. Press CTRL and select CHUCK_S1.PRT,

GEARBOX_FRONT_S1.PRT, andGEARBOX_REAR_S1.PRT.

4. In the ribbon, select the View tab. Click theModel Display group drop-down menu and selectComponent Display Style > Transparent.

5. Click Display Style > Wireframe from theModel Display group.

6. Click View Manager from the Model Displaygroup and select the Style tab.

7. Double-click the modified Master Style(+) torestore the style to its default display.

8. Click Display Style > Shading from theModel Display group.

Temporarily editing, and then restoring a display style to its default condition whenfinished, is a convenient way to work with display styles that you have no need to save.


Task 2: Create a display style using the view manager.

1. On the Style tab, click New and press ENTER toaccept the default display style name.

2. Select CHUCK_S1.PRT to blank it.3. In the Edit:STYLE0001 dialog box, select the

Show tab.• Select No Hidden and select the fourBOLT_5-18.PRT components.

• Select Transparent and selectGEARBOX_REAR_S1.PRT andGEARBOX_FRONT_S1.PRT.

• Click Accept Changes .

Task 3: Use the view manager to modify the display style of individual components.

1. On the Style tab, click Properties >>.• Select CHUCK_S1.PRT and clickTransparent .

• Select GEARBOX_FRONT_S1.PRT and clickBlank .

• Select GEARBOX_REAR_S1.PRT and clickWireframe .

2. On the Style tab, click << List.3. Click Edit > Save.4. Click OK in the Save Display Elements dialog

box.5. On the Style tab, double-click Master Style.6. Click Close from the view manager.



Exercise 2: Creating and Editing Display Styles

ObjectivesAfter successfully completing this exercise, you will be able to:• Create a display style using the By Display tab.• Use the Find tool to apply a display style to selected components.• Edit the default display style so that the model always opens in that display style.

ScenarioCreate some display styles in the drill assembly to be used for sales presentations.


View\Display-Style_Drill DRILL.ASM

Task 1: Create a display style for DRILL.ASM to be used in a sales presentation.

1. Disable all Datum Display types.

2. Click View Manager from the In Graphicstoolbar and select the Style tab, if necessary.

3. Click New. Type look_in and press ENTER.4. If required, select the Blank tab in the EDIT:

LOOK_IN dialog box.5. In the model tree, select the SPARK_PLUG.PRT,

COIL.PRT, and FUEL_TANK.ASM componentsto be blanked.

6. Click Update View to update the assembly'sdisplay.

7. In the EDIT: LOOK_IN dialog box, select theShow tab and click No Hidden.

8. In the model tree, select MUFFLER.PRT andENGINE_COVER.PRT.

9. Expand the RECOIL.ASM node and selectRECOIL_COVER.PRT.

10. Click Update View to update the assembly'sdisplay.


11. In the EDIT: LOOK_IN dialog box, select the ByDisplay tab.

12. In the model tree, select ENGINE.ASM.13. Select LOOK_IN from the Select State list.14. Click Accept and then click Update View to

preview the assembly's display.

15. In the model tree, select CARBURETOR.ASM.16. SelectWIRE_COVER from the Select State list.17. Click Accept and then click Update View to


18. In the model tree, select GEARBOX_CHUCK.ASM.

19. Select LOOK_IN from the Select State list.20. Click Accept and then click Update View to


21. In the model tree, select HANDLE_MAIN.ASM.22. Select SIMPLE from the Select State list.23. Click Accept and then click Update View to

preview the assembly's display.24. Click Accept Changes and click Close to

close the view manager.


Task 2: Edit the Look_In display style and save it as Default Style.

1. In the model tree, expand the HANDLE_SIDE.ASM node and select HANDLE_GRIP.PRT.

2. In the ribbon, select the View tab. Click theModel Display group drop-down menu and clickComponent Display Style > Transparent.

3. Click View Manager . Right-click Look_In(+)and select Save....

4. In the Save Display Elements dialog box, selectDefault Style from the Style drop-down list andclick OK.

5. Click Update Default to confirm that you areediting the default display style.

6. From the view manager, click Edit > Redefine.

7. In the ribbon, select the Tools tab. Click Find from the Investigate group. In the Searchtool, do the following:• Clear the Include submodels check box.• Select the Attributes tab and type BOLT* in the value field.• Click Find Now. Creo Parametric finds and lists 12 models matching the criteria.• Press CTRL+A to select all the items in the Found column.• Click Add Item to move the 12 selected bolt models to the selected side of the dialogbox and click Close.

The Find tool is context sensitive because you are using it to apply styles to modelsyou are selecting. The Find tool automatically selects Solid Model as the Look for andLook by type filter.

8. Click Update View to preview the assembly'sdisplay notice that all the bolts have beenblanked.

9. Click Accept Changes and click Close toclose the view manager.

10. Click Save from the Quick Access toolbarand OK to save the assembly.

11. Click Close from the Quick Access toolbar.

12. Click Erase Not Displayed and click OK toremove all files from memory.

13. Click Open . Select DRILL.ASM and clickOpen.

Notice that the assembly now opens in the default style. To edit the assembly so that itopens in the master style again, redefine the default style and edit all edited componentsback to their default style.



Module 9Substituting Components using User Defined,

Envelopes, and Simplified Reps


Exercise 1: Substituting Components using Envelopesand Simplified RepsObjectivesAfter successfully completing this exercise, you will be able to:• Create an envelope using the Faceted Solid Shrinkwrap method.• Create an envelope using the Surface Subset Shrinkwrap method.• Create an envelope using the All Solid Shrinkwrap method.• Substitute components using the Use Envelope command.• Select components using the Search tool in the Simplified Rep component chooser.• Substitute components using the User Defined status.

ScenarioSimplify the drill assembly so that it can be opened easily, yet still be used for interference checks.


Advanced_Assembly\Envelope_Simplified-Rep DRILL.ASM

Task 1: Create a faceted shrinkwrap envelope and substitute it for the muffler part.

1. Disable all Datum Display types.

2. In the model tree, click Settings > Tree Filters....3. Under Display, select the Envelope Components check box, then click OK.4. In the Model Display group, click the Manage Views drop-down menu and select Envelope

Manager .5. Click New... in the Envelope dialog box.6. In the Envelope Definition component chooser, do the following:

• Near the top of the component chooser, edit the envelope name ENVLP001 to muffler.• Right-click MUFFLER.PRT and select Include.• Click Envelope Part.


7. In the Envelope Method dialog box, do thefollowing:• Select the Faceted Solid Shrinkwrap radiobutton.

• Edit the Name to muffler_env.• Edit the Quality Level to 8.• Click OK in the Shrinkwrap Alert dialog box,if necessary.

• Ensure that Auto Hole Filling is selected.• Click OK.

8. Click OK from the Envelope Definitioncomponent chooser.

9. Click Close in the Envelope dialog box.

By adding _env to the end of every envelope part name, you are able to easily identifythese parts as envelopes in your local file structure or data management software.

10. At the bottom of the model tree, right-click theenvelope MUFFLER <MUFFLER_ENV.PRT>and select Open.Observe the tessellated solid enveloperepresenting MUFFLER.PRT.


12. At the bottom of the model tree, right-click MUFFLER <MUFFLER_ENV.PRT> and selectSet Representation to > Use Envelope.Notice that the tessellated envelope is highlighted in the assembly when you select theenvelope in the model tree.

13. Click View Manager from the In Graphics toolbar.14. Select the Simp Rep tab if necessary, right-click the modified Master Rep(+), and select

Save....15. In the Save Display Elements dialog box, edit the Simplified Rep field to drill_light and

click OK.16. Click Close from the view manager.


Task 2: Create a surface subset shrinkwrap envelope and substitute it for the engine assembly.

1. In the model tree, right-click ENGINE.ASM and select Open.2. Click OK in the Open Rep dialog box to open the Master Rep.3. In the Model Display group, click the Manage Views drop-down menu and select Envelope


• Near the top of the component chooser, edit the envelope name ENVLP001 toengine_assy.

• Right-click ENGINE.ASM and select Include.• Click Envelope Part.

In the Envelope Definition component chooser, you select components that the envelopewill be substituting for, not components that will be included in the shrinkwrap definition.

6. In the Envelope Method dialog box, do thefollowing:• Select the Surface Subset Shrinkwrap radiobutton.

• Edit the Name to engine_assy_env.• Edit the Quality Level to 5.• Ensure that Auto Hole Filling is selected.• Click OK.

7. Click OK from the Envelope Definitioncomponent chooser.

8. Click Close from the Envelope dialog box.


9. At the bottom of the model tree,right-click the envelope ENGINE_ASSY<ENGINE_ASSY_ENV.PRT> and select Open.

10. From the In Graphics toolbar, selectWireframefrom the Display Style types drop-down

menu.

Observe the surface subset shrinkwrapenvelope representing ENGINE.ASM.

11. Select Shading from the Display Style typesdrop-down menu.

12. Click Close to return to ENGINE.ASM.13. Click Close to return to DRILL.ASM.

14. In the model tree, expand ENGINE.ASM. Right-click ENGINE_ASSY <ENGINE_ASSY_ENV.PRT> and select Set Representation to > Use Envelope.

15. Click View Manager from the In Graphics toolbar.16. Right-click the modified Drill_Light(+) and select Save....17. Click OK in the Save Display Elements dialog box.18. Click Close from the view manager.


Task 3: Create an all solid surfaces shrinkwrap envelope and substitute it for the carburetorassembly.

1. In the model tree, right-click CARBURETOR.ASM and select Open.2. Click OK in the Open Rep dialog box to open the Master Rep.3. In the Model Display group, click the Manage Views drop-down menu and select Envelope

Manager ..4. Click New... in the Envelope dialog box.5. In the Envelope Definition component chooser, do the following:

• Near the top of the component chooser, edit the envelope name ENVLP001 to carb_assy.• Right-click CARBURETOR.ASM and select Include.• Click Envelope Part.

6. In the Envelope Method dialog box, do thefollowing:• Select the All Solid Surfaces SubsetShrinkwrap radio button.

• Edit the Name to carb_assy_env.• Click OK.

7. Click Browse and double-click MM_KG_SEC_PART.PRT in the Choose template dialog box.

8. Click OK in the Creation Options dialog box.9. Click OK in the Info dialog box, if necessary.


10. In the shrinkwrap dashboard, click the Subset button.11. In the Shrinkwrap Comps component chooser, do the following:

• In the structure tree, right-click CARBURETOR.ASM and select Ignore.• Right-click AIR_FILTER_COVER.PRT and select Consider.• Click OK.

12. On the Options tab of the shrinkwrap dashboard, select Solidify resulting geometry.13. Click Complete Feature .14. Click OK from the Envelope Definition component chooser.15. Click Close from the Envelope dialog box.

16. At the bottom of the model tree,right-click the envelope CARB_ASSY<CARB_ASSY_ENV.PRT> and select Open.

17. From the In Graphics toolbar, select No Hiddenfrom the Display Style types drop-down

menu.

Observe the all solid surfacesshrinkwrap envelope representingCARBURETOR.ASM.

18. Select Shading from the Display Style typesdrop-down menu.

19. Click Close to return to CARBURETOR.ASM.20. Click Close to return to DRILL.ASM.


21. In the model tree, expand CARBURETOR.ASM. Right-click CARB_ASSY<CARB_ASSY_ENV.PRT> and select Set Representation to > Use Envelope.


Task 4: Create an all solid surfaces shrinkwrap envelope and substitute it for the handle mainassembly.

1. In the model tree, right-click HANDLE_MAIN.ASM and select Open.2. Click OK in the Open Rep dialog box to open the Master Rep.3. In the Model Display group, click the Manage Views drop-down menu and select Envelope


• Near the top of the component chooser, edit the envelope name ENVLP001 tohandle_main_assy.

• Right-click HANDLE_MAIN.ASM and select Include.• Click Envelope Part.

6. In the Envelope Method dialog box, do thefollowing:• Edit the Name to handle_main_assy_env.• Click OK.

7. Click OK in the Creation Options dialog box.8. Click OK in the Info dialog box, if necessary.


9. In the shrinkwrap dashboard, click the Subset button.10. In the Shrinkwrap Comps component chooser, do the following:

• In the structure tree, right-click HANDLE_MAIN.ASM and select Ignore.• Select HANDLE_MAIN.PRT.• Press SHIFT, right-click HANDLE_PLATE.PRT and select Consider.• Click OK.

11. On the Options tab of the shrinkwrap dashboard, select Solidify resulting geometry.12. Click Complete Feature .13. Click OK from the Envelope Definition component chooser.14. Click Close in the Envelope dialog box.

15. At the bottom of the model tree, right-clickthe envelope HANDLE_MAIN_ASSY<HANDLE_MAIN_ASSY_ENV.PRT> and selectOpen.

16. From the In Graphics toolbar, select No Hiddenfrom the Display Style types drop-down

menu.

Observe the active solidshrinkwrap envelope representingHANDLE_MAIN.ASM.

17. Select Shading from the Display Style types drop-down menu.

18. Click Close to return to HANDLE_MAIN.ASM.

19. Click Close to return to DRILL.ASM.


20. In the model tree, expand HANDLE_MAIN.ASM. Right click HANDLE_MAIN_ASSY<HANDLE_MAIN_ASSY_ENV.PRT> and click Set Representation to > Use Envelope.


Task 5: Substitute the gearbox chuck assembly with one of its existing simplified reps.

1. In the model tree, right-click GEARBOX_CHUCK.ASM and click Set Representation to >User Defined.

2. In the Select Rep dialog box, select OUTSIDES and click Apply.

3. Click View Manager from the In Graphics toolbar.4. Right-click the modified Drill_Light(+) and select Save....5. Click OK in the Save Display Elements dialog box.

Task 6: Find and exclude all remaining bolt models.

1. In the view manager, right-click Drill_Light and select Redefine.2. In the Edit:DRILL_LIGHT component chooser, do the following:

• Type bolt in the Find field.• Right-click the selected models and click Set Representation to > Exclude.• Click OK.

3. Click Close from the view manager.4. In the main toolbar, click File > Manage Session

> Erase Not Displayed.5. Click OK in the Erase Not Displayed dialog box.


Notice how many components are removed from the session memory. Opening andworking with the Drill_Light simplified rep requires significantly fewer system resourcesthan the master rep.




Module 12Project


Objective 1: Reviewing the Current Assembly Structure

ScenarioProduct Design Consulting, Inc. (PDC) is in charge of designing a table fan for one of theircustomers. Upon returning from Creo Parametric Advanced Assembly Design training, you areassigned to complete the table fan because the engineer originally responsible for the designis on vacation.You will use the skills learned in previous topics of this course to create the final assembly andcomponents of the air circulator.


Project\assembly_working NONE

Task 1: Open the fan assembly.

1. Click File > Options. The Creo Parametric Options window appears.2. Select Configuration Editor from the menu on the left.3. Click Add....4. The Options window appears. In the Option name field, type multiple_skeletons_allowed.

Edit the Option value drop-down menu to Yes, if necessary, and click OK.

The multiple_skeletons_allowed configuration file option determines whethermultiple skeletons can be created as replacement parts.

5. Click OK in the Creo Parametric Options window. Then click No to confirm that theconfiguration edits made are applied to the current session only.

If you click Yes, the settings are saved to a configuration file and loaded duringthe next session.

6. Open FAN.ASM.7. Disable all Datum Display types.


8. Expand both sub-assemblies and unhideBASE_SKEL.PRT.

9. Select the three skeleton models and edit theirsimplified rep status to Master.

10. Notice that BASE.ASM contains two skeletons,one used for the base design and one for thelink design.

In DRIVETRAIN.ASM, there is a skeletonfor the design of the drivetrain of the fan.

11. Open the BASE.ASM sub-assembly, inDEFAULT rep.

12. Edit the component display style ofBASE_SKEL.PRT to be transparent.

13. Select the Tools tab. Click Model Player onthe Investigate group to open the Model Playerand review how the assembly is created.

14. Reset the modified master style.15. Close the window.

16. Open the DRIVETRAIN.ASM sub-assembly, inDEFAULT rep.

17. Edit the component display style of the housingmodels to be transparent.

18. Use the Model Player to review how theassembly was created.

19. Reset the modified master style.20. Close the window.


21. Select the View tab. In the Visibility group, clickthe Status drop-down menu. Select ResetStatus to return the model to its previous displaystatus.

22. Reset the modified master rep.

This completes the objective.


Objective 2: Completing the DRIVETRAIN_SKEL.PRT

ScenarioContinue creating the components of the air circulator.



Task 1: Open the drivetrain skeleton and create a surface to represent the cage diameter.






6. Open DRIVETRAIN.ASM.7. Select and open DRIVETRAIN_SKEL.PRT from

the model tree.8. Create the extrude feature, as shown in the

figure.

The feature is centered on datum planeCAGE_CTR, using a Both Sides depth,extruded as a Surface , and namedCAGE_DIA_SURF.

Task 2: Create a surface to represent the fan blade diameter.

1. Create the extrude feature, as shown in the figure.


The feature is centered on datum plane CAGE_CTR, extruded as a Surface and namedFAN_DIA_SURF.The depth of this feature should be the same as the previous feature. To ensure thatthe depths are the same, use To Selected and reference edges on each side ofthe previous feature.

2. Close the window.3. Notice the surfaces of the skeleton in the assembly.4. Save the model.



Objective 3: Creating the AUX_SHAFT_ARM_SKEL.PRT




Task 1: Create a second skeleton to represent the shaft and arm design.






6. Open DRIVETRAIN.ASM.7. Create a standard skeleton named AUX_SHAFT_ARM_SKEL.

Ensure that the Leave Component Unplaced check box is selected, so that thecomponent is created in an unconstrained position. Also ensure that it is copied fromMM_KG_SEC_PART.PRT.

Task 2: Create geometry to define the skeleton.

1. Select and open AUX_SHAFT_ARM_SKEL.PRTfrom the model tree.

2. Rename PRT_CSYS_DEF to AUX_CSYS.3. Create an L shaped Sketch feature using Sketch

and the FRONT datum plane as the sketchplane.


4. Create a datum axis named AUX through theFRONT and RIGHT datum planes.

5. Create a datum point at the end of the sketchfeature.

6. Create a datum axis named ARM through PNT0and normal to the TOP datum plane.

7. Select PNT0 in the model tree and drag it intothe ARM feature node.

Datum point PNT0 is now embedded inthe datum axis ARM.

8. Create a datum plane named ALIGN throughthe top end of the sketch feature and parallel tothe TOP datum plane.


9. Create a datum plane named DIST offset 6 fromthe TOP datum plane.

10. Create the extrude feature on datum plane TOP,as shown in the figure.

The feature should be extruded as aSurface feature and its depth should bedefined up to the datum plane DIST.

11. Save the model and close the window.

Task 3: Assemble the skeleton using mechanism constraints.

1. Edit the definition of AUX_SHAFT_ARM_SKEL.PRT.

2. Add a Pin constraint. Select the AUX datum axes in both AUX_SHAFT_ARM_SKEL.PRTand DRIVETRAIN_SKEL.PRT as the align reference.


3. Select the ALIGN datum plane in AUX_SHAFT_ARM_SKEL.PRT and the top gearboxsurface in the DRIVETRAIN_SKEL.PRT as the translation reference.

4. Save and close the window.

Task 4: Position the link skeleton using mechanism constraints.

1. Open FAN.ASM if necessary.2. Edit the definition of DRIVETRAIN.ASM.3. Right-click and select Add Set.

4. Add a Cylinder constraint.5. Select the ARM datum axis in AUX_SHAFT_ARM_SKEL.PRT and the LINK_2 axis in

LINK_SKEL.PRT.6. Save and close window.



Objective 4: Creating the AUX_ARM.PRT andAUX_SHAFT.PRT




Task 1: Copy reference geometry from the skeleton to the arm model.






6. Create a new part named AUX_ARM.Clear the Use default template check box.

7. Click Browse... and select MM_KG_SEC_PART.

8. Click Copy Geometry from the Get Datagroup to copy the following reference geometryfrom AUX_SHAFT_ARM_SKEL.PRT intoAUX_ARM.PRT:• Surface Quilt• Datum plane DIST• Datum axis AUX• Datum axis ARMUse default placement to orient the copy featurerelative to the skeleton.

You must disable Published GeometryOnly because you are not copying apublish feature.


Task 2: Use reference geometry to create features in the arm part.

1. Create the extrude feature, as shown in thefigure.

2. Create a second extrude feature, as shown inthe figure.

Depth is defined up to the DIST datumplane.

3. Create a coaxial hole, as shown in the figure.

The hole depth should be Through All .

4. Select the quilt, and then click Solidify fromthe Editing group to remove material, as shownin the figure.



Task 3: Copy reference geometry from the skeleton to the shaft model.

1. Create a new part named AUX_SHAFT.Clear the Use default template check box.Click Browse... and select MM_KG_SEC_PART.

2. Copy the following reference geometryfrom AUX_SHAFT_ARM_SKEL.PRT intoAUX_SHAFT.PRT:• Surface Quilt• Datum plane ALIGN• Datum plane DIST

Use default placement to orient the copyfeature relative to the skeleton.

Task 4: Use reference geometry to create features in the shaft part.

1. Click Fill from the Surfaces group to sketcha flat circular surface on the DIST datum plane,as shown in the figure.

2. Press CTRL and select both surface features.Click Merge from the Editing group. Flip thedirection arrow to produce the merged surface,as shown in the figure.


3. Create an extrude feature, as shown in thefigure.

Reference the surface quilt to define thediameter of the shaft and the ALIGN datumplane to define depth. The sketch planeshould be datum plane TOP.

4. Click Solidify to remove material, as shownin the figure.




Objective 5: Assembling Components to theDRIVETRAIN.ASM



Project\assembly_other NONE

Task 1: Assemble the shaft and arm parts.






6. Open DRIVETRAIN.ASM.7. Edit the component display style for

MOTOR.ASM to be transparent.8. Assemble AUX_SHAFT.PRT by constraining

its DEFAULT_CSYS to the AUX_CSYS inAUX_SHAFT_ARM_SKEL.PRT.

9. Assemble AUX_ARM.PRT by constrainingits DEFAULT_CSYS to the AUX_CSYS inAUX_SHAFT_ARM_SKEL.PRT.

10. Reset the modified master style.11. Save the model.

Task 2: Create a work region named Cutaway in the cage part.

1. Open the generic CAGE.PRT.2. Cut the cage down the middle by creating a work

region type simplified rep named Cutaway.

You can remove the material using a numberof methods, including the following:• The Extrude option. Sketch a circle ondatum plane FRONT.

• The Use Quilt option. Cut the model withdatum plane FRONT.



Task 3: Substitute the Cutaway simplified rep into the assembly and assemble the hub part.

1. Hide both skeleton models in DRIVETRAIN.ASM.2. Resume CAGE.PRT.3. In the assembly, substitute the Master Rep of CAGE.PRT with the Cutaway simplified rep.4. Assemble HUB.PRT.5. Reset the master rep.6. Save the model.



Objective 6: Eliminating Interference between CAGE.PRTand BLADE.PRT



Project\assembly_eliminate NONE

Task 1: Replace the cage with a family table instance.






6. Open DRIVETRAIN.ASM and the skeletonmodel, if necessary.

7. Replace the CAGE.PRT with the CAGE_SIMPLEfamily table instance.


Task 2: Assemble and pattern the blade part.

1. Assemble BLADE.PRT, as shown.

2. Pattern the BLADE.PRT using a referencepattern.

3. Replace the CAGE_SIMPLE instance with thegeneric CAGE.PRT model.


Task 3: Eliminate interference between the blade and cage.

1. In the model tree, click Settings > TreeFilters....

2. Under Display, select the Features, Placementfolder, and Annotations check boxes.

3. Perform a global interference analysis to findany interferences in the assembly.

4. Unhide DRIVETRAIN_SKEL.PRT.5. Select DRIVETRAIN_SKEL.PRT and the

first BLADE.PRT in the pattern. Edit theirrepresentation to Master.

Notice the interference with theCAGE_DIA_SURF of the skeleton.

6. Edit the definition of the BLADE_OUTLINEfeature.

7. Change the direction of the material cut directionin order to eliminate the interference.

8. Reset the master rep.9. Hide DRIVETRAIN_SKEL.PRT and save the

display status.10. Save the model and close window.



Objective 7: Editing the Parameter ControlledBASE_SKEL.PRT



Project\assembly_completed NONE

Task 1: Edit the tilt angle of the fan to 90 degrees.






6. Open FAN.ASM.

7. In the model tree, click Settings > Tree Filters....8. Under Display, select the Features, Placement folder, Annotations, and Envelope

Components check boxes.


9. Open the Parameters dialog box.10. Select SKELETON from the Look In drop-down

list.11. In the model tree, expand BASE.ASM and select

BASE_SKEL.PRT.12. Edit the TILT_ANGLE parameter value from 45

to 90 and click OK to close the dialog box.13. Regenerate the model.

Task 2: Edit the tilt angle of the fan to 45 degrees.

1. Edit the TILT_ANGLE parameter from 90 to 45and regenerate the model.


Task 3: Edit the tilt axis height of the fan to 180.

1. Edit the TILT_AXIS_HEIGHT parameter from180 to 89 and regenerate the model.

2. Save the model.



Objective 8: Editing the AUX_SHAFT_ARM_SKEL.PRT



Project\assembly_editingAUX NONE

Task 1: Edit the surface feature in the skeleton to include notch geometry.

1. Open AUX_SHAFT_ARM_SKEL.PRT.

2. Edit the definition of the surface feature, as shown in the figure.

Do not delete the sketched arc entity, since it is referenced by one of the fancomponents. Sketch a rectangle and use the trim function to edit the shape.



Task 2: Open and update the arm part.

1. Open AUX_ARM.PRT and regenerate themodel.


Task 3: Open and update the shaft part.

1. Open AUX_SHAFT.PRT and regenerate themodel.




Objective 9: Assembling Final Hardware

ScenarioAssemble the final hardware of the air circulator.


Project\assembly_other NONE

Task 1: Create a component interface in the bolt.

1. Click File > Options. The Creo Parametric Options window appears.2. Select Configuration Editor from the menu on the left.3. Click Add.... In the Option name field of the Options window, type multiple_skeletons_

allowed. Edit the Option value drop-down menu to Yes, if necessary, and click OK.The multiple_skeletons_allowed configuration file option determines whethermultiple skeletons can be created as replacement parts.

4. Click OK. Then click No to confirm that the configuration edits made are applied to thecurrent session only.

If the Yes option is selected, the settings are saved to a configuration file and loadedduring the next session.

5. Open BOLT_4-08.PRT.6. Disable all Datum Display types.7. Create a placing component interface named

COINCIDENT-COINCIDENT.8. Add a coincident, and then another coincident

constraint to bottom side of the head of the bolt.9. Save the model and close the window.

Task 2: Assemble the bolt to the rear housing.

1. Open FAN.ASM.2. Assemble BOLT_4-08.PRT using the component

interface COINCIDENT-COINCIDENT, as shownin the figure. Flip the bolt, if necessary.


Task 3: Use copy and paste to assemble an additional bolt.

1. Copy and paste the previously assembledBOLT_4–08.PRT into the positions shown in thefigure.

2. For the bolt on the left side of the figure, add anadditional constraint between BOLT_4–08.PRTand AUX_ARM.PRT.

Task 4: Assemble the stud.

1. Assemble STUD.PRT, as shown in the figure.

There is a press-fit interferencecondition because of the press-fit.

2. Remove the interference by making STUD.PRTflexible and suppressing the feature that definesthe press-fit geometry.

Task 5: Assemble rivets to the fan blades.

1. Open DRIVETRAIN.ASM and reorderCAGE.PRT to be the last component in theassembly.

2. Exclude CAGE.PRT from display using simplifiedrep functionality.

3. Assemble HUB.PRT.4. Assemble BLADE.PRT.5. Assemble RIVET.PRT, as shown in the figure.


6. Click Repeat to position two additional rivets.

7. Assemble the remaining rivets using a referencepattern.

8. Reset the master rep.9. Save the model and close the window.



Objective 10: Dragging the AUX_ARM.PRT

ScenarioReview the completed air circulator.


Project\assembly_completed NONE

Task 1: Drag the arm to see the fan oscillate.

1. Open FAN.ASM if necessary.

2. Click Drag Components to select AUX_ARM.PRT and make the fan oscillate.




CopyrightAdvanced Assembly Design using Creo Parametric 2.0Copyright © 2012 Parametric Technology Corporation and/or Its Subsidiary Companies. All Rights Reserved.User and training guides and related documentation from Parametric Technology Corporation and its subsidiary companies (collectively "PTC") are subject to the copyright laws of the United States andother countries and are provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTC hereby grants to the licensed software user the right to make copiesin printed form of this documentation if provided on software media, but only for internal/personal use and in accordance with the license agreement under which the applicable software is licensed. Anycopy made shall include the PTC copyright notice and any other proprietary notice provided by PTC. Training materials may not be copied without the express written consent of PTC. This documentationmay not be disclosed, transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written consent of PTC and noauthorization is granted to make copies for such purposes.Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibilityor liability for any errors or inaccuracies that may appear in this document.The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the UnitedStates and other countries. It may not be copied or distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except withwritten prior approval from PTC.UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. PTC regards software piracy as the crime it is, and we viewoffenders accordingly. We do not tolerate the piracy of PTC software products, and we pursue (both civilly and criminally) those who do so using all legal means available, including public and privatesurveillance resources. As part of these efforts, PTC uses data monitoring and scouring technologies to obtain and transmit data on users of illegal copies of our software. This data collection is notperformed on users of legally licensed software from PTC and its authorized distributors. If you are using an illegal copy of our software and do not consent to the collection and transmission of suchdata (including to the United States), cease using the illegal version, and contact PTC to obtain a legally licensed copy.Important Copyright, Trademark, Patent, and Licensing Information: See the About Box, or copyright notice, of your PTC software.UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGENDThis document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT’95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN’95),and are provided to the US Government under a limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to therestrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at DFARS 252.227-7013 (OCT’88) or Commercial Computer Software-Restricted Rights atFAR 52.227-19(c)(1)-(2) (JUN’87), as applicable. 01012012Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA

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