3D Functional Tolerancing And Annotation CATIA

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3D Functional Tolerancing and Annotation

‘STUDENT GUIDE

% Student Notes:
BAT CATIA V5 Training
Pare Pai

3D Functional
Tolerancing and
Annotation

Version 5 Release 19
August 2008

EDU_CAT_EN_FTA_FF_VSR19

‘Copyright DASSAULT SYSTÈMES 1

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About this course

Objectives of the course
Upon completion of this course you w
Add 3D annotations to a
Manage a jon these annotations
eate and manage annotation planes and views

- Manage the 3D geometry associated to the 3D annotations

Targeted audienc

Mechanical Designers

Prerequisites

Students attending this course should be familiar with
ics of Solids and Surfaces creation.

- Basics of Knowledgew

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Introduction to FT&A
Vhy do we need Geometrical Tolerances and Annotations
How to Generate Annotations
Basic Concepts of FTA
Unique Tolerancing Channel
Getting Familiar With FTA Workbe:
To Sum Up
olerancing Advisor
What is Tolerancing Advisor
Different ISO Standards Rules
Creating Datums
ing Semantic Annotation
N Elements Toleranci
Creating Non-Semantic Annotations
Creatin: ed Dimensions
To Sum Up
Creating & Managing FTA Anno

Creating View/Annotation

4. Aligned Section Views and Sectioı

Offset Section view / Section Cut
Editing and Managing Annotatio
Managing Captures
Generating Check Report
To Sum Up

ometry for 3D Annotations
Creating Constructed Geometry
Geometry Connection Mi

To Sum Up
© Advanced Functions

at are Restri

nageme

How to Create Restricted Areas
um Targets
ead Representations

How to Create presentation

How to Cr rmulas on Toler

To Sum

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ttings - Annotation
ttings - Toleraı
ettings - View/Annotation Plane
ructure Settings
ting S
te Dimension Display

um Up

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Introduction to FT&A

You will become familiar with the concepts behind 3D Functional Tolerancing &
Annotation workbench

y do we need Geometrical Tolerances and Annotations

How to Generate Annotations

Basic Concepts of F

Unique Tolerancing Channel
Getting Familiar With FTA
Sum Up

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Why do We Need Geometrical Tolerances and Annotations

Designers create parts that are generally
required to create an assembly of a particular
product. Each part will be engineered to
perform a function and, most importantly, to
assemble with a mating part.

Thus every part should EXACTLY FIT in the
final assembly and answer the requested
functions.

Parts cannot be manufactured to exact sizes
because of natural imperfections in the world,
including machine tools, part programs,
tooling, and also human errors. So a plan is
needed to allow the production process to
accept the imperfections. This gave rise to the |
concept of “Tolerancing” or “Allowable
Deviation”.

A tolerance is the amount of deviation from the exact size allowed on a part. Any part within
the tolerance will still be functional.

(E | Designers need to set part tolerances that are large enough to keep manufacturing costs
down and close enough to ensure that all parts will assemble with the mating part.

It is easy for the designer to use a close tolerance on features to reduce part dimension
variables; however the part cost increases dramatically as tolerances are reduced.

8. How to Generate Annotations (1/2)

Geometrical Features of the mechanism
Use Aptitu nditions
e 'Use Aptitude Conditions
fied during the functi ysis

Here is a mechanism with ‘Use Aptitude Conditions’ to respect:

1: Radial gap > 0.1mm
UAC 2: Axial gap > 3mm

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0.1mm

Axial gap > 3mm

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Basic Concepts of FTA

oe La

Real world

Virtual world

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Industrial Objectiv

As Built Means of Production

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Tolerancing Purpose

A bridg n the virtual & real world

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Tolerancing Scope

“Transversal topic: Dimensional Management in the Product Development
Process”

e

Voice of Customer Design

Manufacturing

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Current Tolerancing Situation

Pains:

High cost of Manufacturing due to over quality
High rate of faulty parts produced.
Products not complying with customer requirements.

ing changes in the final stages of the project.

ctives:

Products which fit the customers’ requirements and can be produc

Product and Process optimization.

Facilitate transversal coll tive work.

15. Potential Tolerancing Improvements

“Create a unique Tolerancing channel”

&

=
de

‘Manufacturing

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16. Unique Tolerancing Channel

go

Voice of Customer

ZN

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Design

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Transversal Topic:

Lets have a look for Design purpose

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Usual Design Process:

19. nt Design Process:

Drawing
Annotations not linked with 3D g

Consistency between 2D Drawings & 3D G

mistakes, oblivion & misunderstanding.

Tolerances and dimensions redefined & al times in the produc

Value Propo:
Drawing as res

lopment process.

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New Design Process - FTA Way (1/4)

Geometrical Definition

Select & Validate
Tolerancing schema

Generate drawings & Look
through 3D annotation during
digital mock up review process

21. on: Dimensioning, Tolerancing, Notes,

Dimensional Quality
jerance Analys

+ Toleranci

To be used by D

support

4.41-200

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22. New

TA Way (3/4

2D creation

3D Geometrical
modification

=>

=)

2D Update

On Update: 2D geometry and annotations are
modified

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n Process - FTA Way (4/4) ses

Main Characteristic:
Fundamentals (E
» Creation of annotations without semantic and syntactic control (Industry Standards)
+ Linked to the 3D geome!
+ All Interactive Drafting

alidity of the tolerancing, through

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iliar

You will become familiar with the User Interface of Functional Tolerancing &
Annotations workbench.

CE
(ls
Patt
27 pone

27 ya plane
2 7x plane
#8 Partñodr

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g & Annotation

ing Tolerances on Product:

Tolerances on Products

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Accessing the Workbench

at Part, Product and Process level in any CATPart,

t respec

It is possible to work with FTA
CATProduc

a ares
I xy ae |

Mer e]
A Sri 2 ya oie!
Isom Seen Des Partlevel FTA, Lo axplane!

Product Level FTA

nostro
R

JD tchorcalosin Ber
RE Process Level FJA HBB pois
Anal a anderen
Asc Pane Produclist
Zi Rescurceslist;

27. lowing annotations tools t

E vis ne

27 plane

ne =

Esos
sunReferecng Magen

tn Venen oe
of satin nuit ct
ond Scien ici ut
snore epee Pare

Eee

ser]

= | Advan pepteaton to
E ? safe trar

Deft Ast Manager

¿E gerettet coonatrycreaten
¿E contratos centr management

[Emma such nin
Akne

¡E ker Amstatans

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Annotation T

peer

Tolerancing Creation Tolerancing Analysis

rouping Geometry for 3D annotations

on FTA el

Tolerancing Graphical Management Tolerancing Geometrical Management

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SE OR

To Sum Up CS

You have seen:

How FTA helps to bridge the gap between Real and Virtual world.
The New Design process using FTA

The User interface of FTA workbench

30. The Tolerancing Advisor

In this lesson you will learn how the Tolerancing Advisor facilitates creation of
Tolerances, Datum features, Semantic and Non- Semantic Annotations.

=
=
=
=
=
=
=
=

What is Tolerancing
Different ISO Standards Rules
Creating Datums

Creating Semantic Annotatio

N Elements Tolerancing

Creating Non-Semantic Annotations
Creating Fram

To Sum Up

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a tool to 3D annotations on a product

jermissible annotations

When this i When this
surface is i Edge is
selected.. selected.

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Different ISO Standards Rules (1/5)

International Organization For Standardization Rules Number 406.1987: These Standards
are used to set Tolerances for linear and angular dimensions in technical drawings.

Elements Type of Tolerances — [Tolerancing characteristics Symbols

Linear
bolted elements aa Es

(110 N Elemens) Angular &

El
}
3

33. Different ISO Standards Rules (2/5)

tional Organization For S

rdization Rules Number 1101.198

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Elements

Type of Tolerances

Tox

rancing characteristics

Symbols

Isolated elements

Isolated or associated elements

Profile

Straightness

Flatness

Circulanty

Oylindrieity

Profle-otLine

Profte-ofSurace

Orlentation

Parallelism

Perpendicularity

Anguiaity

Associated elements

Position

Positon-with-ORF

‘Concentiity

‘Symmetry

Circular Runout

Total Runout

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International Organization For Standardization Rules Number 1101
Powertrain case Study

Runout specification Orientation &
position
Profile specification specifications

Context Functional Tolerancing for connecting rod

35. Different ISO Standards Rules (4/5)

International Organization For Standardization Rules Number 5459.1981:
Datum Frame: y

Element not used as Reference Frame
Datum, but needed to create
Reference Frame Datums (see next page)

Reference Frame Datum: |

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Different ISO Standards Rules (5/5)

International Organization For Standardization Rules Number 5459.1981:
There are 3 kinds of Reference Frame Datum: a

3
3

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Creating Datums

el
5
i
}

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What is Datum (1/2)

Datums are used to identify the datum element in the tolerance frame, specified
case of geometrical tolerancing and on form tolerancing. The Datum element may
be a face of a part. The face marked with Datum, indicates that the face will be a
reference face her faces will be machined with respect to this fa capital
letter ntify the datum element.

You f ds:

ystems

jements

n Composition
n only one identifier is specified in the tolerance frame, the datum is a
le datum,

ren the identifiers are specified separately in each frame of the tolerance
frame, the datum elements represent a datum system. Reference A is the
primary datum and reference B is t ndary datum. Using this datum
system, fitting will be performed first on datum A, then on datum B, with
ect to A

AB

o identifiers separated by a dash are specified in the tolerance fram
the datum is a common datum. The two datum elements are to be considered
simultaneous!

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Simple Datum
elements > faces are Datum Fa
with Simple Datum El The Hole will
ined with D: \ and Datum B

Specified Datum
systems

Hole positior 1 respect to the system

positioned respectively to face A.

[DERIO

Common Datum
elements

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Select the Tolerancing Select the element that should be Datum.
Advisor icon In this example, a face is selected

O The Semantic Tolerancing Advisor dialog

box is displayed.Select the Datum icon.

e annee rae
Click to create datum = — Lasse ste rah sit senate
reference frame ——

‘Annotation Seti
@ Views
FDauns
À Simple Datum.t (A)
Reference Frames
1 Datum Reference Frame 1 (A

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er to create nce Frame Datum, Simple Reference Datums
have to be created before

O Select the Tolerancing Advisor icon O Click on ‘Add’ to create New Reference
Frame Datum = a

ME » : snes tose itn os re

Reference Fram

Select the Primary Reference Datum O
Pst eters

===

eI so

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Eng time ra

m WM

You can use t atum Ref Frames to define Geometric tole!
Interpretation of the following example: The Position of the hole with d
h respect to Datum e zone of 0.01 m

car eles ree Comando GE 85 Art Se

=e 6 | Piper

7 simple Datum. (A)
Reference Frames

43. In order

have

O

Select the Primary and Common
reference Datum in the dialog box
La Refer 213

Ta

Click on ‘Add’ to create a New
Reference Frame Datum
Corte
sers arme ras
ies 1

= |

Click in the first Datum Frame Box Select the Common Reference

Er: a Cox xx

ae Tr

DE al

= |

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How to Create Common Reference Datum Element (2/2)

Pct to nc TE

In the example below concentricity is maintained with respect to Datum A
and B simultaneously.

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tations

In this skillet you will learn what are Semantic Annotations and how to create them.

comme

ee |

46. Semantic
nent

ic Tolerances are cre
tency with the geometry.

The Semantic annotati an be

tolerance analysis, inspection,

Following are the Semantic Annotati

Tolerancing Advisor
ext with Le:
Flag Note with Leader

m Elemen

Generative Dimer

Dimensions

Framed (Basic) Dime

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mantic Dimensions.

‘Steet the Hola TOMES almenaton Select Diameter Dimension. The command
Ha elect Teleranclng Adlsorichn, frame only display dimensions that
correspond to the selected element.

eS ee

ementis a

imensions are

Enter the tolerance value and select the
Enveloping condition.

Click OK in the Limit of Size Definition
dialog box.

48. ond to the se

Select the Face to be toleranced
and Tolerancing Advisor tool

mr
O eva pr [10-5]
coral | Unt ose |

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Semantic Tolerancing Advisor displays
‘corresponding Form dimensions.
Select ‘Flatness

Click OK in the Geometrical Specification
dialog box.

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orientation tolerances, you must ha

Datum Reference Frame A is already
created.
Select the Tolerancing Advisor tool

Select the Datum Reference Frame A and
also select ‘Perpendicularity’

Existing Datum Reference Frame —-Cosmends

‚ade... | Geemetricteature type [One surface; the sele

thst

50. Enter Tolerance Values in the
‘Geometrical Tolerance’ Dialog box.

[ccometrica Tole xd

aaa] vues | tomers ae |

Mon
pe ole

: eo

ce Sate Ven ©

|

|

N

i

I Zope Orection —

i
bps ree: rr

Click OK in the ‘Geometrical
Tolerance’ dialog box.

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51. When creating the following geometrical

tolerance, click on ‘Tolerance Zone Direction’.

Click OK in the
‘Geometrical

Tolerance’ dialog box.

Select this edge as direction

O

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Select the Top edge of the pad as the
direction.

ee seo: [RR

52. to create position toleranc must
Select the element to be toleranced, click the
tolerancing advisor icon, and choose the

datum reference frame from the list

Enter the Tolerance Value and Click OK.

EE o
fa

O roble [

Sen)
Go)

Base nes) Mati Caters
Es
Frm Sas atin el

Pr decir fo

[Bono

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ave created a datum reference

SE eS

ommands frame only contains position
nd to t

ence frame

53. ou

ill see the display of the Upper Lin e in the ‘Limit o

ion’ dialog box, same a

O carer Teco al
==
per une: [ia U

Angular Dimension =
prat Lo Le

in 3D window.

Upper Limit

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In this skillet you learn N elements Tolerancing concept through various Illustrations.

[Exiting Datum Referenes Frame Commande
al

Propagation Selection +
re |
ERBE

—

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ace Illustration

Resulting 3D Annotations

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N Surfaces Illustration (1/2)

© N Elements Tolerancing N surfaces symbol
+ Nsurfaces illustration:
= Common Zone

Selected Elements

Resulting 3D Annotations

57. election in Semantic T

Select one of the faces of the cone
shown below and click on Semantic

Tolerancing Advisor icon.

Observe that the Geometric feature
type has changed to 'N surfaces’
mm

er =
als

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Click on ‘All same canonicity
faces’ icon.

EX

Apply the appropriate
tolerance to the multiple
selected faces of the cone.

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Tab/Slot Illustration

© N Elements Tolerancing

Tab/ slot symbol
Tab / slot illustration:

[eerie rroncna narsoe

fics

Resulting Tolerancing Dialog Box

Resulting 3D Annotations

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Pattern Illustration (1/3)

© N Elements Tolerancing
+ Pattern illustration:
+ Example

60. attern Illus 3)

Using Propagation Selection in case of cylindrica

Select one of the patterned hole
feature and click on the Semantic
Tolerancing Advisor icon.

Observe that the Geometric feature
type has changed to ‘Pattern

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Click on “All same diameter
parallel cylinder’ icon
=

(a Pt ee

Apply the appropriate tolerance to
the multiple selected holes and
Click Close.

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Pattern Illustration (3/3)

Using Propagation Selection in case of spherical feature.

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Creating Non-Semantic Annotations

In this skillet you will learn what are Non-Semantic Annotations and how to create them.

63. What are Non-Semantic Annotations

Non-Semantic Tolerar CATIA Objects which do NOT automatica

count the elemen anced and the context.

They are NOT defined in the ISO or ASME/ANSI standards. Non-Semantic 3D

annotations can be used in case of company defined symbols
covered by standard
When Non-Semantic Annotations are created:
hical attributes are taken into account.
control over the attribute values
here is no control of consistency regarding the geometry

ich it is applied.

an be created in the form of;

Flag Note
Note O

You can also create these annotations by using ‘ Tolerancing Advisor

This will be explained in the following slid

take into

at are not

tool

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64. ‘3 Experienced writers
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notation

Entra Daun Reference Frame —-Commands

65. e creation is a Non:

hyperlinks to the document

@ Select the element to annotate

Type the name of the link and
add the link

Type the name of the

=

Select the file to link
to the element

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vs to add

Click the tolerancing advisor icon and
select the “Flag Note with Leader” icon

lat:

Click on the Note to open
the attached document

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Click the tolerancing advisor icon, select
the “Roughness” icon, choose the type and
the roughness value

= 21x

|

Pe SE] ewes

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Be VE

Creating Framed Dimensions

In this skillet you will learn Framed Dimension creation

68. d Dimens

Dimensions are used to specify the location or si

to partial references, restricted area:

ons

or one of the following tolerances.

Dimensions rer t the dimensions

hich will not be altered during

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e of a element. They must be linked

nufacturing

froterancing characteristics

Symbols

Isolated elements

isolated or associated elements

Profile

Straightnoss

Flatnoss

Circular

Gyindricit

Profile-of-Line

Profile-of Surface

Orientation

Parallelism

Perpendicular

Angular

Associated elements

Position

Positionwith-DRF

Concentricity

Symein

Runout

Circular Runout

Total Runout

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How to Create Framed Dimensions

You will see how to create Framed Dimensions

Aka ston

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create Automatic Fram:

sition (localization) atum r

lo a patte:

m of oyli

Framed |
Dimensions

Framed (Basie) di

71. You will see how to create

Click on ‘Framed Dimension’ icon
and select an annotation on which
you can add framed dimension.

In the example, Position annotation
is selected

El

© Click on ‘Automatic Creation’

Click on ‘Start creation mode’ to
validate the Basic dimensions

created.

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72. sr Exporionced writers
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How to

to Cre

eate Automatic Framed Dimensions (2/2

The framed dimension: created for

e D:

© Click on ‘End creation mode’

mesos Tas |]

© Click ‘OK’ to validate the

aix
automatically created framed
dimensions.

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In this lesson you have seen how to:

Work with the Tolerancing Advisor
Cri

Create Semantic and Non-Semantic Annotations

74. Creating & Managing FTA Annotations

You will learn to create different Annotation Planes and will learn tools to manage
Annotations.

=
=
=
=
=
=
=

Creating View/Annotation Planes
Aligned Section Views and Section Cuts
Offset Section view / Section Cut

Editing and Managing Annotations
Managing Captur

Generating Check Report

To Sum Up

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Creating View/Annotation Planes

i
i
i
i

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ion/View Planes (1

s of Annotation/View F

tion Planes
Section Vie

© Section Cut Anne

The views/annotation p ai shed frame in 3D alo
axis system. The frame gets automatically resized to accommodate new
annotation in a particular view plane you have

to receive new annotatio!

hether the ne
eation o view plane.

sy poe
no
ae : Frame
mb
Sat s,
> ? Section views: Represented by Green axis
Sean ion
i@ sean cis Yew

Front views: Represented by blue axis

Active’ Front

Eo Section Cut views: Represented Blue axis

The normal axis is red until you create an annotation

77. on/View Pla

notation/View Planes?
o provide

Annotatio

it is always created on an Annotation
motation or view planes. An:

these planes.

annotation (

view planes
2D dra
The drawings generated will

eating annotations on th

awings. This is done by extract

Norkbench.

tes
Lu Turm.)

lps to transf

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to annotations. Whenever an annotation is created
ing these Planes, you can create different

um, Text etc.) th will create will lie on one of

annotations crea
from 3D" functio

ns embedded in

Section View. 16+
Scale: 3:1

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it Annotation/View Planes (3/3)

Annotations will lie on a Particular Annotation Plane?

If the Annotations are created on the view plane itself
In case when creating front/projection views, If the annotations lie in the planes parallel to the view
plane and are in foreground and background spaces.

In case of creating of Section views, If the annotations lie in the planes parallel to the view plane
and in the background space his view/annotation plane.

The Annotation Plane should interse related geometry.

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How to Create Front View Annotation Plane

Front Views are represented by blue axis and identified as “Front View” in the
specification tree

Front View is Extracted

80. Open the model containing 3D
annotations and set themall visible

select the annotation plane
either from the Tree or from
the 3D geometry

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Switch to Generative Drafting
workbench

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General Proces

osition

When you extract a 2D
drafting

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ana) pe

D (3

ation does
The dimension is on a

je hole that is not visible
in this view.

Figure 1 Figure 2

d Cross can be avoided by changi

g the settings
Right-click on the view > Properties

eneration Mode of Annotation. Deactivate ‘Gene:

Figure 3

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aligned section cut is created from a cutting profile ¢
jon-parallel s. In order to ir section, certain

(the cutting plane) may be bent so as to gh the re

plane and feature are then imagined to b

Aligned sec e made up of severa

Aligned section cı 'e made up of

Aligned Section

The view is
views/cuts

extracted using
this plane

The Sketch represents a cutting profile. The Several annotation planes are created passing through the
sketch geometry contains lines which are not profile. You can use these planes to create aligned cuts/views

perpendicular to each other
1

ing any one of these

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How to Create Aligned Section Views/Section Cuts

You will learn how to create Aligned Section Views/Section Cuts

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More on Aligned Section Views/Section Cuts

Section Cuts are represented by yellow axis and identified as “Section Cut” in the
specification tree

Section Views are represented by green axis and identified as “Section View” in the
specification tree

Views
“17 Section View 1
E Aligned Section Vien.1

6 Section View 2
@ section View 3
AE algned Section Cut ven]
Section Cutie
Fe Datums
t Sp Geometia Tolerances

= Dimensions

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IS n Cut

In this skillet you will learn how to create Offset Section Views and Cuts

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ne by offsetting or be
tion
veral section views/annotation planes.

f several cuts views/annotation plan

Tis sketch sr Several annotation planes are created. You can

PESTS neh te Role os use these planes to create section cuts/views

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How to Create Offset Section Views/ Section Cuts

You will learn how to create Offset Section Views / Section | "=" TYP"

@ Section O Section Cut

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More on Offset Section Views/Section Cuts

Section Cuts are represented by yellow axis and identified as “Section Cut” in the
specification tree

Section Views are represented by green axis and identified as “Section View” in the
specification tree.

‘39 annotation Set.1
“pviens
Section View.i
= QMO Fiet Section Cut View 1
section Out View
Section Cut View.2
Loft Section View.1
@ Section iew.2
$2 Datums
+} Geomenieal Tolerances
de, Dimensions

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inert rr — >

Editing and Managing Annotations

In this skillet you will learn how to manage Annotations by transferring and filtering
Annotations

92. ery annota

ject e

O

choose “Select Annotati

2288 annotation Set

Prever)

T Front View? |

Le Cyde

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Right-click the annotation plane and

ions”

Assembly Management

Annotation plane

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ransfer annotations from one Annotation plane to another

© Select the Annotation(s) to transfer:
Select Datum A lying on front View.1

views
@ trontviews |

E Front view
nd; Select “Transfer To

View/Annotation Plane”
command in the contextual menu

You will observe that the Anno

s transferred to “Front View.2” view

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You will now learn to filter annotations.

Select the filter Icon = — = Make your Filter choice.
i Fes a In the example, filter is applied on ‘Datum’
TT

pelan

“etna ite

Dey] 9 cf

You can filter the display of annotations in the 3D viewer using the
following criteria:

- by type (non-semantic)

- by sub-type (text)

- Datums, Datum targets, Geometrical Tolerances by
feature or geometrical element, by annotation plane. In the Results

window, you can see some indications resulting of applied filter.
The default filter is ALL to display all the FT&A annotations.

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Managing Captures

In this skillet you will learn how captures can be helpful in managing parts overloaded
with annotations

4
fare REA

Ro camera

3
5
3
i
2

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General Process of Creating Captures

imes, models are overload ations. Captures allow you to create
otations

[ho camera CT:

Exit the workbench
and display the capture

a]

97. How to Create a Capture (1/3)
You will now learn to create a Capture.

Access the Capture tool

E

Display the model as you want it to be in the

a

Specify the Name of capture. By creating a new
capture, you automatically access to the Tolerancing
Capture Workbench

xl
EN

Dosen a>

[or

You can also create a Named View to orient

your view
m

The ambiguity due to same Capture names
can be avoided. Refer to the User Settings
skillet > The Infrastructure Settings

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98. How to Create a Capture (2/3)

© You can now set various capture options

Select the previously
created camera to. ————— |
associate it with the

[Capture 05

[no camera

PR

capture

No camera
iso

back

left
right
top
bottom

bs

a) 2-—

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Activate the associated view when
capture is displayed

Activating this function will add
every new annotations to the
capture

Clipping plane automatically
activate the view state

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How to Create a Capture (3/3)

Uecde cd
assembly Managererk >

3
3

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Use the annot filter and hide/show command to select the annotations you w

101. More About Creating Captures (2/2)

When you have more than one capture
capture, without editing it. New annota
ht-click on the ure and select

it and select “Unset Current

\motation Set
Captures

E CE
A core oi DAS

ip Views Paste Soil.
EL Section view

Applications Cod

rrent

et any cap! current
ed to it.

To unset the capture, right-click

Wikis”
Pace

Fp views Paste Spada

(Section View sate
Applications

any

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102. Activate this function to
generate a check report.

Itindicates which rules are
broken

n gent
in order

k report: a set

the Report Cus!

tomisation

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en examples of collaborative work with wledge tools
low to create various annotation planes
manage annotations
ate captures in case of document loaded with annotations

How to generate a report

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Geometry for 3D Annotations

In this lesson you will learn how to add new geometries, replace geometries and
reconnect their tolerances.

= Creating Constructed Geometry
= Geometry Connection Management
= To Sum Up

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is Constru

ted geometry (such a point, axis, median pla! ed in order to
define the theoretical dimensions of parts or products (framed dimensioning)
tructed elements re nt the tolerancing feature and are used to define the

tolerance zone position of

Geometrical tolera

Related positio ti f a Datum referer

Size and position of a

or a datum target
The capability a ni try that has been manually
created by tl
The existing g y, the constructed geometry is the

esenting geometry
Itis possible to autor y ci Axis, Plane,Cylinder

her

cle: Cylinders

Fora circle, the For a cone, the constructed For a circular pattern, the
constructed geometry is geometry can be a circle (and constructed geometry is
its center point a plane) a cylinder

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How to Create a Constructed Geometry (1/3)

Following process explains how to create Constructed Geometry for one selected
element

2 cancel |

108. Following process explains how to

elements

O

function

Check the
geometrical

element creation
box and Click OK,

For two selected
planes, the
constructed

geometry isa
jedian plane

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How to Create a Constructed Geometry (3/3)

The constructed geometry is placed in a specific node of. ¡Erazo
the annotation set.

This geometry can also be deleted with the constructed
geometry creation function

Restricted Area 1
on geometries
Ee apie parer

aan Uncheck the Axis The constructed
box geometry is
automatically removed

(ES
GR

3
}
3

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Geometry Connection Management

In this skillet you will learn how to add new Geometries, replace Geometries and re-
establish their tolerances.

90] sc

111. ion offers to create, delete, modify or re

ing annotation

agement it is possible to conne

Geometry connection Management you can rep!

etrical modifications don’t need an

update (like translation, or di

Element definition modification Distances values and

diameter modification

w feature in the

rom a group

Automatic
update

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t (2/2

agement (2

Use the tool shown below to conne

geometrical modifications (

the Ge

odifying the hol

113. Accessing Geometry Connection Management

You can also Access Geometry Connection Management using contextual menu.
Right-click on an desired annotation and select Associated Geometry >Geometry
Connection Management

10104

aa
erate on
Bist
eres
er Slaten,
Kat
(Beate
Fat Sec
Dome

Linear Sons object

Cape Managers

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1ect a New Geometry to ar ses

ometry to an annotation

© Select the geometry connection
management function

Right-click on “Group of Surface” and
choose “Add Component”

[conection onogement

rh eet ike

eos [im | Gor

Hole. PartBody

ic Component. (Faces 2/PartBody
Gaomeme Component ( Falko Parade =
TE | ety it Or @ cane

115. Lo

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mal

The position tolerance is now
also connected to the new hole

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Geometry connection management allows you to replace a feature

@ Select the upper face or one of the annotations
connected to it and select the Geometry Connection
Management function

>

F

vant the annotatio
mected to the ul

ne bottom rig!

Right-click on “Geometric Component” and Check validity and click OK to modify the
select “Connect”, then select the inferior face connection

=>

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je in the Connection Mar nt tool gives info
Annotations which will be affected after transferring a particular tolerance i.e it gives an
idea whether Annotations (which depend on Tolerance to be transferred) will be
successfully transferred or not on to the new Geometry. Thus, alidity 0
ed elements
There are three options in the
© Unique: Only the selected tolerance will move when it is tran: rom one geometry to
another.
Local: Every tolerance connected to the feature on which it was initially will be
transferred.

Global: Every tolerance that are directly connected or indirectly applied to the feature on

which the selected tolerance will be transferred

The Flatness tol
as shown. Now you v

2' using ‘Geometry connectio
tool. You will use three options
and study effect in each case

118. tolerance is tran

conte © a O a

¡affected 3D Annotations:

agement
e tolerance sho!

Select this
face

Check ala

Annotations [Effect type [inal val
OK

Flatness.! Geometry

‘Currer
OK

All Validity checks are passed

Observe
that ONLY
selected
tolerance is
transferred

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onnection M

> the feature on which it v

erance connected u

h Datum ‘A’ &

e, Flatness tolerance al

nsferred

Datum Reference Frame will be tr

ope Range: O) Unique 8 Local O Global

fected 30 annotations: ‚Check va |
Annotations arenas Tra. [cures | [>
Geometry Ok OK

imple Datum 1
ates. 1 Geometry OK Ok
Datum Reference Frame. Reference ox

All Validity checks are passed
ectly connected or indirect
ransferred.In this case, In th e, Flatness

Linear Dimension will be

When Using ‘Global’ Scop ge: Every tolerance that are di
the feature on which th elected tolerance w
Datum Reference Frame a

tolerance along with Datum

ffected 30 Annotations: (Check Valet

Annotations [Effecttype [intialvali.. [ Current...
enple Datum. 1 etry OK
latness.1 Ge: ek
Dimension.1 Geometry CK
tum Ref ok

All Validity checks are passed

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To Sum Up

In this cou

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Advanced Functions

In this lesson you will learn Advanced functions to create Restricted Areas, Datum
targets.

3
5
3
i
2

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What are Restricted Areas

Restricted Areas

When the interface between two elements (or more) is done partially, the restricted area
has to be used to specify the kind of contact (surface, circle, line...) and tolerancing in a
way to ensure that the function realized

Example:

123. ©

you will learn to crea

Select “Restricted
Area” function

Reste ral

mo

2x)

Een

d should be

Restricting Are

= &

Sc |

Select Dimension icon. Create
dimension between the edge of
restricted area and edge shown.

Create Basic Framed Dimension between the
edge of restricted area and edge shown

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124. Select “Tolerancing Advisor” command
Select these twg faces
BScrmonticTolerancing à

Enr Dauer rane
ra

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you will learn how to create Datum Targets Switch to FT&A workbench and create

(with Generative Shape

Select “Add” in datum definition
dialog box and choose the target
type

Select the points supporting the. we

ed
targets
j z =z

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ations

You can represent threads for a better understanding of the model
You can represent all threaded elements ol 0 lected ones

To create every thread
representations of a model, check
“all threads” command

Select he thread icon

8B annoiion Set
Movies

Geometrical Representation
- Upper Thread Plane

À monde!

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fine s associated to jected thread.

Select the median 3/4 circle arc which,
symbolizes the thread helical surface

and Click OK.

Fitch E
Bref =

(Su sa

Create a semantic thread
dimension
adv ax

| cant El

Oj

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How to Create Knowledge Formulas on Tolerances (1/3)

In FTA it is possible to manage tolerance values by using formulas and
knowledgeware elements or tools or workbench.

Limit of Size Definition i

Tolerance

O General Tolerance

Fj
———
Numerical values

Upper it ; [XA

Symmetric Lower Limit

Talence als
2 amara For es
pated: = ü

ex
|} acétoerance

130. Now, apply the formula
as shown.

The cylindricity
tolerance will change
whenever Upper Limit

of the Linear Size is
changed.

À |O General Tolerance

9 manera
Upper Ei

ts

Renae prats

enters of A

reine
near Se. Sele mtvoke

ram

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olerances

Observe that the value for cylindricity
changes as formula is applied. Update
the part.

Dik | pacos

ily In Specification Troe
Eternal References

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nm o «<—

To Sum Up CS

In this Lesson you have seen
How to create Restricted Areas
How to create a Datum Targe
k to Rep nt Threads

How to drive Tolerance values using form

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The User Settings

In this lesson you will learn some common settings to work efficiently with FTA
workbench

lerancing

- Constructed Geometry
- Manipulators
- Dimension
ings - Annotation
- Tolerances
View/Annotation Plane
cture Settings
Settir

isplay Settings

=
=
=
=
=
=
=
=
=
-
=
=

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In this lesson you will learn various FTA Settings and effectively use them to suit to your

working style.

fosters

+

Davies and rt
Bree
chert Deon
Assembly Design
de Setter
= Mol Tong Dex
Somcrreoao
wo
AR Drafing
EP nerospace Sheet
TE compostes Desg
thcermative Sue

eur | ces | conte nn | Mans | man lé «(e
Oak zante esi fs — =]

Te

kbd rm

EU Dime eae
2 Clalit a ote ontin

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FTA Settings - Tolerancing

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Tolerancing
Tolerareng Poeplay | Constructed Geometry | Manipulators | Omenson | Arnot

Tolerancing Standard

Default standard at creation:

Semantic Control
Always try to create semantic tolerances and dimensions
Days try to create semantic general tolerances on dimensions
Non-semantic tolerance creation allowed

Nor-semantie dmension creation allowed

Leader associativity to the geometry
ff CET
O Perpendicular
Publehed Geo
GE, create annotation on publshed geometry only

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FTA Settings - Display (1/3)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Display

Torandna (ie) )| Consratad Geometry | Manier | Dime |Armetd 44»

a El

D. Cmorknorsemantie note

ca

= [De

snap to pont

[Dans stortons Y

ELE Lunder Geometrie Feature nodes
under vowannetation Plan nodes

Resicted aves
I Depot settings

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FTA Settings - Display (2/3)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Display

AT AAA e
Non Somer -

Berk non-semanticanncations

Cia Primary spacing
Uswtoran flo E
a |
ED DES ENT

ER Clunder Geemarc Feature nodes
under ienfarnotation Pane nodes

Restrictad Ares
Daisies
Sick TT]
Twansparency
AAA
TE

EEE |

Annotation Paramatere

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FTA Settings - Display (3/3)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Display

Gap) Contre Geomsty | Manns | Onan | senetaton [tor «||
(Diner fémmoare lana das al

Besen es
Das

ree
ieee
BP Coin preter unter men estr ed

SF Otto ited palos

Amis Que
Ep Blow que or dea armo automate sed mode)

DE RUE LT
fox

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FTA Settings - Constructed Geometry

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Constructed Geometry

Ae en

are

Æ se a
oo
cirveticnes
aor

Fonttype

Pont co

Dapo satis

Allround oem

Automate Creation
er pat

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FTA Settings - Manipulators

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Manipulators

A A A SAN

Dasomsemgeeg

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FTA Settings - Dimension (1/2)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Dimension

torero | oo | Contracted oat | mania: remo pora >]
om foo te cor CTR og El
Def mann igo dace a
losen fet beten enn o rd gery

a Pa
ee (m) lea

Dnienaon reed

© uso

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FTA Settings - Dimension (2/2)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Dimension

Tobarra | Dies | Corinuced Gomes | menors Cares ona 9]
he cursor (CTRL toggles) al
entrer tance: Fam E
st been donan re

conver As O po

Centar sen
sap by defaut (ST too

Dove cry ned

EEES

¢ ‘Use Dinamo Oran Sb

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FTA Settings - Annotation

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Annotation

Dspley | Constructed Geometry | Maniadstrs | Denain (Carnation
Annotation Creston
EC arnottion along the cursor (CTAL tools)

‘Geometrical Tolerance

A TN |

3
3

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FTA Settings - Tolerances (1/2)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Tolerances
A Le
Poor ses
Le Defeutuppertokrance vale
Symmetrie ist
De ewer trance vein
nace vai araant
Generate da
TE
HA Defautuppertokrenevahe
Sri ene Im
Def loner tocas velo
ance ves remar
Defasetsbsaed vee

Gener tolerances dle

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FTA Settings - Tolerances (2/2)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
Tolerances

etario toleran vue
ener tolerance ses

FEL ets unper tra vals
Defauesower value

BF Ders numerealuahe

eral ya erement
Dolo atin aes
Day lead zer

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FTA Settings - View/Annotation Plane (1/2)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
View/Annotation Plane

Mniputoes | Denen | Annotation | Tolerances Keane] 4
View Aonctation Pane soc |
@ oe views sed to promet

View lännotzbn Plane DER
Pin
© Abways hidden
¡O Displayed or current view only
© played For Ice colecta view
Zoamable

DO yisusizaton ofthe prole inthe curen

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FTA Settings - View/Annotation Plane (2/2)

Access Tools > Options > Mechanical Design > Functional Tolerancing & Annotation >
View/Annotation Plane

Manipulators | Dimension | Annotation | Tolerances |Cview/Annotation Plane)
Viewjannotaion Plane Assaciativity
A Create views associative to geometry
‘Vew/Annetation Plane Deplay
von ans delay
Always hidden

D Displayed for current vieu only

© played fo last selected

Zoomabie

O visualization of the profile in the current view.

148. The Infrastructure Settings (1/3)

Access Tools > Options > Infrastructure > Product Structure > CGR Management

Cache Management | Cor Managemen’) | ENOViAWom | Nodes Customaton [pred
General
Save level of datas incor

LI Save nec elements car

optimizes cgr for large assembly visualzation
Appleative Data

U] Save density in car

(save 4 comment pages cor

Cove We ker fers cor

‘Save 30 annotalion representations in car

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The Infrastructure Settings (2/3)

Access Tools > Options > Infrastructure > Part Infrastructure > General

Gene) Dickey | Patent |
a
[Keep link with selected object
O Show newly created external references
(Ci Confirm when creating a Ink with selected object
esencia)
rest extemal selection wth btn hd cents
¡Allow publication of Faces, edges, vertices, and axes extremities
vda
eo
ken are
in
Citivas latón
menos
Death alt lobos
[Delete exclusive parents
RE
rales a anes te nak Goa

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The Infrastructure Settings (3/3)

Access Tools > Options > Infrastructure > Part Infrastructure > Display

Pres. |
tia In pecan Tee

Bieler

Ras

a

a tase
Delay In Geometry Aa

ih tecno ada

ree

an uc et ie aera ears

Parameters of features and constrarts

Axe system deplay sa (mm) 1
[checking Operation When Renaming

@ No name check

O under the came tres nad

O Inthe main object

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Generative Drafting Settings

Access Tools > Options > Mechanical Design > Drafting > View

opt 2 pants 1
eh 20 mt
a tar |
= soc

Cort ge pats ger thon [TER EI
Ders cdo uma
Dale body asenbiy

Bo ven cerersionmade [earn]
El

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‘Curent seiten:

Maman | Font | Text | Sorte

Default setting
Description: >
ol

2 Results in

Format

Precton:

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153. ‘3 Experienced writers
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sson you have seen

Various User settings to enable to you customize FTA to your style of working

rastructure Settings

154. Sum

In this course you have
low to Create Semantic Annotations using Tolerancing Advisor
Annotatio
How to link Annotations with Geometry
Some Advanced functions like Restricted areas and Datum targets

Various User Settings

‘3 Experienced writers
O On-time delivery
21100% plagiarism free