T3904-390-02 SG-Ins Exc EN PDF

Advanced Assembly Design using Creo Parametric 2.
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T3904-390-02
Authored and published using
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Copyright 2012 Parametric Technology Corporation. All Rights Reserved. Copyright for PTC software products is with Parametric Technology Corporation, its subsidiary companies (collectively PTC), and their respective licensors. This software is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United States 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 with written prior approval from PTC. UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. User and training guides and related documentation from PTC is subject to the copyright laws of the United States and other countries and is 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 copies in 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. Any copy 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 documentation may 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 no authorization 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 responsibility or liability for any errors or inaccuracies that may appear in this document. For Important Copyright, Trademark, Patent and Licensing Information see backside of this guide.
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Welcome to PTC University!
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As part of the class, you receive additional content in your account:
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At the end of the class, you will either take a Pro/FICIENCY assessment via your PTC University eLearning account, or your instructor will provide training on how to do this after the class.
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Please note that a localized map may not be available in every language and that the map above is partial and for illustration purposes only. Before the end of the class, your instructor will review the map corresponding to the course you are taking. This review, along with instructor recommendations, should give you some ideas for additional training that corresponds to your role and job functions.
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Training Agenda
Day 1
Module 01 Module 02 Module 03 Module 04 Using Advanced Assembly Constraints Creating and Using Component Interfaces Creating and Using Flexible Components Restructuring and Mirroring Assemblies
Day 2
Module 05 Module 06 Module 07 Module 08 Using Assembly Features and Shrinkwrap Replacing Components in an Assembly Understanding the Basics of Simplified Reps
Creating Cross-Sections, Display Styles, Layer States, and Combined Views
Module 09 Module 10 Module 11 Module 12
Substituting Components using User Defined, Envelopes, and Simplified Reps Creating and Using Assembly Structure and Skeletons Project
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Understanding Advanced Simplified Rep Functionality
Day 3
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Table of Contents
Advanced Assembly Design using Creo Parametric 2.0
Creating and Using Flexible Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 Using Measure to Define a Flexible Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Using Flexibility to Remove Interference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Using Assembly Features and Shrinkwrap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Creating an Assembly Extruded Cut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Creating Assembly Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6 Replacing Components in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Replacing Unrelated Components using the Reference Table Method . . . . . . . . . . . . . . . . . . . . . 6-2 Creating Interchange Assemblies using Evaluate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6 Understanding the Basics of Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1 Using Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2 Using Part Simplified Reps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6 Creating Cross-Sections, Display Styles, Layer States, and Combined Views . . . . . . . . . . . . 8-1 Creating Display Styles using the View Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2 Creating and Editing Display Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
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Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1
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Substituting Components using User Defined, Envelopes, and Simplified Reps . . . . . . . . . . 9-1 Substituting Components using Envelopes and Simplified Reps. . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
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Creating and Using Flexible Components
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Module 3
Module 3 | Page 1
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Exercise 1: Using Measure to Define a Flexible Dimension

Objectives
After successfully completing this exercise, you will be able to: Use a measured distance to define a flexible dimension. Assemble part components using flexible components.
Component_Operations\Flexible_Dimension Task 1: Define the component flexibility.
CLUTCH_SPRING.PRT
1. Enable only the following Datum Display types: 2. In the model tree, right-click datum point SPRING_LENGTH and select Edit. 3. Edit the value of the SPRING_LENGTH from 18 to 22 and click twice in the graphics window to update the geometry. from the Quick Access toolbar. 4. Click Undo
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 of variable dimensions.
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5. Click Open from the Quick Access toolbar, select CLUTCH.ASM, and click Open.
The length of the spring is controlled by this single dimension, reflecting the design intent of the spring. Now that you have tested the extended length, you know that this model can easily be used as a flexible component.
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To create real life figures for the Marketing Departments brochures, you are assigned to assemble the drills clutch using flexible components. First, define the clutch springs as flexible components. Then, assemble the clutch springs into the clutch assembly.
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Scenario
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.
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.
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5. Click OK to close the Varied Items dialog box.
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Using the measurement method of defining the flexible value of the spring length ensures that the spring length updates according to changes in the assembly.
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Module 3 | Page 3
2. Edit the Method from By value to Distance in the CLUTCH_SPRING : Varied Items dialog box. 3. To measure the distance between them, consecutively select each datum point from the bottom of CLUTCH.ASM.
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6. Select the center of the spring to move the component to the approximate position shown below. 7. Select the Datum Point on the left side of the spring and the Datum Point on the bottom-left of the clutch to create a Coincident constraint. 8. Rotate the spring slightly away from the assembly, as shown below.
Task 3: 1. 2. 3. 4.
Assemble the second clutch spring.
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Click Assemble , select CLUTCH_SPRING.PRT, and click Open. Click Complete Feature . In the model tree, right-click the new CLUTCH_SPRING.PRT and select Make Flexible. In the graphics window, select datum point SPRING_LENGTH. to add it to the
5. Select the 18 dimension in the graphics window, and then select Add list of variable dimensions.
6. Edit the Method from By value to Distance in the CLUTCH_SPRING : Varied Items dialog box. 7. Consecutively select each Datum Point from the top of CLUTCH.ASM. in the Distance dialog box. 8. Click Accept 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.
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9. Select the unattached datum point on the right side of the spring. This point on the spring will be 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 .
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11. Select the Datum Point on the left side of the spring and the Datum Point on the top-left of the clutch. 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-right of the clutch. If necessary, change this to a Coincident constraint, positioning the other end of the spring. 14. Right-click and select Fix Constraint to fully constrain the spring.
15. Click Complete Component This completes the exercise.
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Module 3 | Page 5
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Exercise 2: Using Flexibility to Remove Interference

Objectives
After 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.
Scenario
Component_Operations\Flexible_Interference Task 1: Identify interference in the assembly.
The interference between the components highlighted in red. 4. Click Cancel Task 2:
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 click OK in the Select dialog box. 4. Click Yes in the Warning dialog box to confirm adding the pattern to the variable items list.
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Make the insert model flexible within the assembly.
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1. Disable all Datum Display types. 2. In the ribbon, select the Analysis tab. Click Global Interference from the Inspect Geometry group. 3. In the Global Interference dialog box, click . Preview Analysis
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FLEX_PRESS_FIT.ASM
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The insert and base models used in this exercise are assembled in the workshop using a press-fit type interface. In real life, the interference caused by the press-fit is intended to be used to keep the parts together. In Creo Parametric, an interference between components is an annoyance because it is listed every time a global interference check is run. Also, the interference can cause line display inconstancies in drawings. To avoid these problems, use flexibility to remove the interference yet maintain both the component and assembly design intent.
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5. Click in the New Status field of the flexible pattern item and select Suppressed from the drop-down menu. 6. Click OK to close the dialog box. Even though the knurled geometry has been removed, there is still interference in the assembly. The head diameter of the insert is too large and you should reduce it to eliminate the interference.
Task 3:
Edit the defined flexibility.
5. Edit the Method from By value to Diameter in the Varied Items dialog box. 6. Select the inner cylindrical surface, as shown, to measure the diameter of the hole in the base model. This measured value, currently 14, now determines the diameter of this assembled insert model, no matter how the diameter of the hole changes. in the Diameter dialog box. 7. Click Accept 8. Click OK to close the Varied Items dialog box. 9. Click Complete Component .
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1. From the Component Placement dashboard. select the Flexibility tab. 2. On the Flexibility tab, select the Varied Items button. 3. Select the Dimensions tab, if necessary, and select the head of the insert, Extrude_1, as shown. 4. Click the 15 dimension and click OK in the Select dialog box. This places the dimension in the list of variable dimensions.
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Task 4:
Verify that the interference has been removed from the assembly.
This completes the exercise.
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Even with flexible dimensions and features applied to the assembly instance of the insert, the part model maintains its design state.
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4. In the model tree, right-click FLEX_PRESS_ INSERT.PRT and select Open.
The interference has been removed.
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1. Click View Manager from the In Graphics toolbar, select the Sections tab, and double-click A. Visually, the interference appears to be eliminated. Click Close from the view manager. 2. Ensure that there are no interfering models by from the Inspect clicking Global Interference Geometry group. 3. In the Global Interference dialog box, click . Preview Analysis
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Using Assembly Features and Shrinkwrap
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Module 5
Module 5 | Page 1
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Exercise 1: Creating an Assembly Extruded Cut

Objectives
After 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.
Upon installation, the clip removes material from the plastic outer housing. Use an assembly cut to duplicate this condition in Creo Parametric. Close Window Erase Not Displayed ASSY_EXTRUDE.ASM
Task 1:
Use an assembly cut to remove interference in an assembly.
Notice the interference between CLIP.PRT and OUTER.PRT.
from the Cut & Surface group. 6. Click Extrude Right-click and select Define Internal Sketch. 7. Select the inside surface of the clip as the Sketch Plane, as shown in the figure. 8. In the model tree, select ASM_RIGHT as the reference for the Right sketch orientation and click Sketch.
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4. In the View Manager dialog box, double-click No Cross Section and click Close. 5. From the In Graphics toolbar, select Hidden Line from the Model Display types drop-down menu.
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Manager and select the Sections tab in the View Manager window. 3. Double-click section A.
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1. In the model tree, click Settings > Tree Filters. In the Model Tree Items dialog box, select the Features check box and click OK. 2. From the In Graphics toolbar, click View
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Assembly_Features\Extrude
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Scenario
9. Click Sketch View
from the Setup group.
Selection of additional Sketcher references is not required because this sketch is tool. created with the Project 10. In the ribbon, select Project from the Sketching group and select the three edges of the clip, as shown in the figure.
13. Select the two sketch lines shown to trim the upper corner of the sketch.
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14. Click OK
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The completed sketch is a closed triangle shape. .
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11. In the ribbon, select Corner from the Editing group. 12. Select the two sketch lines shown in the figure to trim the lower-right corner of the sketch.
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15. From the In Graphics toolbar, select Shading from the Model Display types drop-down menu. 16. From the In Graphics toolbar, click Named and select the view name EXTRUDE Views from the list. 17. In the Extrude dashboard, select the To depth option and select the surface Selected as 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.
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4. In the model tree, right-click Extrude 1 and select 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.
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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 material from OUTER.PRT only.
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2. Click View Manager and select the Sections tab in the View Manager dialog box, if necessary. 3. Double-click section A.
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1. Click Named Views and select the view name Default Orientation from the list.
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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 and select Open. Notice that the assembly cut does not appear at the part level of the model. 2. Click Close to return to the assembly.
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Module 5 | Page 5
3. In the model tree, right-click Extrude 1 and select 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 now appears at the part level.
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Exercise 2: Creating Assembly Features

Objectives
After 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.
Close Window
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Assembly_Features\Features Task 1:
Create holes referencing the existing pilot holes.
1. Enable only the following Datum Display types: . 2. Click Named Views from the In Graphics toolbar 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 the Hole dashboard. 7. Edit the diameter to 6.
8. In the dashboard, click Intersect.
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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 this rack. You are only intersecting the parts in this corner of the assembly because that is the process used in the machine shop to assemble this rack.
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In the Intersected Models list, notice that both the RACK_POST1 and RACK_CAP models intersected by this hole are listed.
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depth option from
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To ensure a proper fit, you assemble a rack by drilling out pilot holes through interfacing components during the assembly operation. After you complete the assembly, you machine material from the top of the rack to ensure a level fit.
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Scenario
13. Click Axis Display axes in the model.
to turn off the display of
from the In Graphics 14. Click Named Views toolbar and select 3D-2 from the drop-down list. Verify that the pilot hole shown was not affected by the hole.
Task 2:
Use copy and paste to add another hole to the assembly. to turn on the display of axes in the model.
1. Click Axis Display 2. 3. 4. 5. 6.
from the In Graphics toolbar and select 3D-1 from the drop-down list. Click Named Views In the model tree, select Hole 1 if necessary. Press CTRL+C to copy the feature. Press CTRL+V to paste the feature. Click OK in the Intersected Comps dialog box.
1. Click Axis Display axes in the model.
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Task 3:
Remove material from the top of the rack using an extrude feature. to turn off the display of
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from the Cut & Surface 2. Select Extrude group, right-click, and select Define Internal Sketch. 3. Select the top surface of the post as the sketch plane, as shown in the figure. Edit the sketch orientation direction to Left. 4. Click Sketch to start Sketcher mode.
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7. Select datum axis DRILL_CLOSED_END, as shown in the figure. 8. Press CTRL and select the placement surface shown 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 .
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5. Select References from the Setup group. 6. Select four Sketcher references by selecting edges of the RACK_CAP.PRT models, as shown in the figure. 7. Click Close in the References dialog box.
11. Click Named Views from the In Graphics toolbar 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.
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14. Click Complete Feature
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8. Select Corner Rectangle from the Rectangle types drop-down menu in the Sketching group. 9. Sketch a rectangle using the references, as shown in the figure. 10. Click OK .
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Replacing Components in an Assembly
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Module 6
Module 6 | Page 1
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Exercise 1: Replacing Unrelated Components using the Reference Table Method

Objectives
After successfully completing this exercise, you will be able to: Replace an unrelated component using a reference table.
Scenario
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Task 1:
Identify interference in the assembly.
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-click the first instance of CLAMP_RT.ASM and select Activate. 2. In the model tree, expand CLAMP_RT.ASM. Right-click CLAMP_BASE_CIR_RT.PRT and select Replace.
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Task 3:
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.
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This opens the Replace dialog box, enabling you to select from various replacement methods.
Replace CLAMP_BASE_CIR_RT.PRT with CLAMP_BASE_RT.PRT.
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The interferences between the round base parts and the main clamp tool are highlighted in red.
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1. Disable all Datum Display types. 2. In the ribbon, select the Analysis tab. Click Global Interference from the Inspect Geometry group. 3. In the Global Interference dialog box, click . Preview Analysis
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Component_Operations\Replace_Reference-Table
TOOL_01.ASM
Remove interference in the top-level tool assembly by replacing the circular base in the clamp sub-assembly with a smaller, rectangular base model. The new base is imported from the Step file of a vendor's standard part database.
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Creo Parametric identifies each piece of geometry in CLAMP_BASE_CIR_RT.PRT that is referenced in the CLAMP_RT.ASM. Because the two models have nothing in common, Evaluate cannot automatically pair any references. You can now manually select 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.
11. In the Reference Pairing Table dialog box, click TAG_3. 12. In the graphics area, select the reference in CLAMP_BASE_RT.PRT that corresponds to the highlighted TAG_3 reference in CLAMP_BASE_CIR_RT.PRT.
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21. In the Reference Pairing table dialog box, click OK. 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 references used to assemble components to the base, and pairs references used to assemble the sub-assembly to the top-level tool assembly. This completes the exercise.
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Module 6 | Page 5
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Exercise 2: Creating Interchange Assemblies using Evaluate

Objectives
After 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.
Create an interchange assembly using the Evaluate functionality to pair references. Close Window Erase Not Displayed TRACK.ASM
Task 1:
Create an interchange assembly.
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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 .
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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.
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Add three slider parts to the interchange assembly as functional components.
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2. Click New from the Quick Access toolbar. Select Assembly as the new model type. Select Interchange as the new assembly subtype. Edit the name to interchg_slider and click OK.
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1. Enable only the following Datum Display types: .
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Scenario
Task 3:
Create reference tags using Evaluate in the Reference Pairing table.
1. In the ribbon, click Ref Pairing Table from the Reference Pairing group. 2. Select TRACK_SLIDER.PRT as the active component. 3. Click in the Components to Pair field of the dialog box. 4. Press CTRL, then select TRACK_SLIDER2.PRT and 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 datum references in the three parts. Notice that the table has a group of columns for each component in the interchange assembly. 6. Click OK to close the dialog box.
Task 4:
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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, select TRACK_SLIDER2.PRT and click OK. 5. Click OK in the Replace dialog box.
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Replace the slider parts using the interchange functionality.
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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. 9. In the Replace dialog box, click Open .
10. Expand the INTERCHG_SLIDER tree, select TRACK_SLIDER3.PRT, and click OK. 11. Click OK from the Replace dialog box.
13. Click Regenerate
Task 5:
Add a new component to the interchange assembly.
1. Click Windows
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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 Reference Pairing group. 7. Select TRACK_SLIDER.PRT to be the active component.
8. Click in the Components to Pair field in the dialog box. 9. Select TRACK_SLIDER4.ASM to pair. 10. Click the Evaluate button.
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> INTERCHG_SLIDER.ASM from the Quick Access toolbar to activate it.
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12. In the graphics window, select SLIDER_REF_ PNT, right-click and edit the dimension to 0.9.
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Creo Parametric evaluates and automatically pairs existing reference tags to references in the new assembly. To see the new reference tags, scroll to the far right of the Reference Pairing Table dialog box. 11. Click OK to close the dialog box. Task 6: Use the interchange assembly to replace TRACK_SLIDER3.PRT with TRACK_SLIDER4.ASM.
7. Click Regenerate
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6. In the graphics window, select SLIDER_REF_ PNT, right-click, and edit the dimension to 0.5.
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4. Expand the INTERCHG_SLIDER interface, select TRACK_SLIDER4.ASM, and click OK. 5. Click OK in the Replace dialog box.
3. In the Replace dialog box, click Open
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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.
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Understanding the Basics of Simplified Reps
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Exercise 1: Using Simplified Reps

Objectives
After 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.
Use simplified reps to reduce the memory requirements and remove unnecessary detail from the DRILL.ASM. Close Window Erase Not Displayed DRILL.ASM
Advanced_Assembly\Simplified-Reps_Drill-1 Task 1:
Create a NO COVERS simplified representation.
5. Click View Manager from the In Graphics toolbar. 6. In the view manager, select Master Rep(+) from the list of simplified reps, right-click, and select Save. 7. In the Save Display Elements dialog box, edit the Simplified Rep field to no_covers and click OK. 8. Double-click Master Rep and then click Close from the view manager.
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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 and AIR_FILTER_COVER.PRT. 4. Right-click and select Set Representation to > Exclude.
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Scenario
Task 2:
Create the POWERTRAIN simplified representation.
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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.
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Excluded components remain in session memory until they are erased.
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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.
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1. Reset the model tree by clicking Show > Collapse All. Double-click in the DRILL.ASM node. Select the graphics window to de-select all, if necessary. 2. In the model tree, select MUFFLER.PRT. Press SHIFT and select HANDLE_SIDE.ASM. 3. Press CTRL and select GEARBOX_CHUCK. ASM. 4. Right-click and select Set Representation to > Exclude. 5. In the graphics window, select the STD_BIT_12MM.PRT drill bit. 6. Right-click and select Set Representation to > Exclude.
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Task 3:
Experiment with simplified representations. from the In Graphics toolbar and select 3D_3.
1. Click Named Views 2. Click Refit
from the In Graphics toolbar.
Task 4:
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1. Click Named Views from the In Graphics toolbar and select 3D_4. 2. In the model tree, expand ENGINE.ASM. 3. Right-click CRANK.ASM and select Set Representation to > Master.
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Assemble the RATCHET.PRT by temporarily editing the Master Rep.
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7. In the view manager, double-click Master Rep. Notice that components are being retrieved from disk into session. 8. Click Close from the view manager.
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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 now visible. 6. Click OK to close the component chooser.
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.
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Module 7 | Page 5
12. Click View Manager and double-click the modified Master Rep(+). Notice that components are being retrieved from disk into session.
9. In the ribbon, click Assemble . Select RATCHET.PRT and click Open. 10. Select appropriate surfaces to create Coincident constraints. 11. Click Complete Component .
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Exercise 2: Using Part Simplified Reps

Objectives
After 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.
Scenario
Advanced_Assembly\Simplified-Reps_Drill-2 Task 1: Create a simplified rep of the chuck collar part.
DRILL.ASM
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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.
from the Quick Access toolbar to 10. Click Close return to the assembly.
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3. Click View Manager from the In Graphics toolbar. 4. In the View Manager dialog box, click New. 5. Type no_teeth as the new rep name and press ENTER.
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1. Disable all Datum Display types. 2. In the graphics window, right-click CHUCK_COLLAR.PRT and select Open.
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Close Window
Erase Not Displayed
Improve assembly performance by substituting a part simplified rep into the drill assembly and applying Graphics Only status to a sub-assembly. To improve assembly usability, substitute a part simplified rep containing a work region into the assembly.
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Task 2:
Create a simplified rep using a work region cut away of the recoil cover.
1. In the graphics window, right-click RECOIL_COVER.PRT and select Open. 2. Click View Manager from the In Graphics toolbar. 3. In the View Manager dialog box, click New. 4. Type cut_away as the new rep name and press ENTER.
from the In Graphics 3. Click View Manager toolbar. Right-click Master Rep(+) from the list of simplified reps and select Save. 4. In the Save Display Elements dialog box, edit the Simplified Rep field to no_collar_teeth and click OK. 5. In the view manager, double-click Master Rep and click Close.
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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_TEETH and click Apply.
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Task 3:
Substitute the NO_TEETH simplified part rep into the assembly.
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11. Click Close from the Quick Access toolbar to return to the assembly.
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8. Click Change Material Direction . and click 9. Click Complete Feature Done/Return. 10. In the view manager, double-click Master Rep.
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5. In the menu manager, click Work Region > Done. 6. At the bottom of the model tree, select the CUTAWAY_SKETCH sketch feature. 7. In the Extrude dashboard, edit the depth by . Click Change Depth clicking Through All Direction .
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Task 4:
Substitute the CUT_AWAY simplified part rep into the assembly.
Task 5:
Create a simplified rep to simplify the handle sub-assembly and increase assembly performance.
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.
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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 handle geometry in the graphics window.
7. Click OK in the Erase Not Displayed dialog box to remove them.
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. 3. In the main window, click View Manager Right-click Master Rep(+) from the list of simplified reps and select Save. 4. In the Save Display Elements dialog box, edit the Simplified Rep field to handle_geom_only and click OK. 5. In the view manager, click Close.
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1. Press CTRL and select HANDLE_MAIN.ASM and HANDLE_SIDE.ASM in the model tree. 2. Right-click in the graphics area and select Set Representation To > Geometry.
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from the In Graphics 4. Click View Manager toolbar. Right-click Master Rep(+) from the list of simplified reps and select Save. 5. In the Save Display Elements dialog box, edit the Simplified Rep field to review_engine and click OK. 6. In the view manager, double-click Master Rep and click Close.
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1. Click Named Views from the In Graphics toolbar and select 3D_3. 2. In the graphics area, select RECOIL_COVER. PRT. Right-click and select Set Representation To > User Defined. 3. In the Select Rep dialog box, select CUT_AWAY and click Apply.
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Creating Cross-Sections, Display Styles, Layer States, and Combined Views
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Module 8
Module 8 | Page 1
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Exercise 1: Creating Display Styles using the View Tab

Objectives
After successfully completing this exercise, you will be able to: Create a temporary display style. Create display styles using the View tab. Edit display styles.
Create display styles using the View menu. Close Window Erase Not Displayed GEARBOX_S1.ASM
View\Display-Style_View-Menu Task 1: Create a temporary display style.
5. Click Display Style > Wireframe Model Display group.
from the Model Display 6. Click View Manager group and select the Style tab. 7. Double-click the modified Master Style(+) to restore the style to its default display.
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Temporarily editing, and then restoring a display style to its default condition when finished, is a convenient way to work with display styles that you have no need to save.
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8. Click Display Style > Shading Model Display group.
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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, and GEARBOX_REAR_S1.PRT. 4. In the ribbon, select the View tab. Click the Model Display group drop-down menu and select Component Display Style > Transparent. from the
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Scenario
Task 2:
Create a display style using the view manager.
Task 3:
Use the view manager to modify the display style of individual components.
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1. On the Style tab, click Properties >>. Select CHUCK_S1.PRT and click Transparent . Select GEARBOX_FRONT_S1.PRT and click Blank . Select GEARBOX_REAR_S1.PRT and click Wireframe . 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.
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1. On the Style tab, click New and press ENTER to accept 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 four BOLT_5-18.PRT components. Select Transparent and select GEARBOX_REAR_S1.PRT and GEARBOX_FRONT_S1.PRT. . Click Accept Changes
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Exercise 2: Creating and Editing Display Styles

Objectives
After 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.
Create some display styles in the drill assembly to be used for sales presentations. Close Window Erase Not Displayed DRILL.ASM
View\Display-Style_Drill 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 Graphics toolbar 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 components to be blanked. to update the assembly's 6. Click Update View display. 7. In the EDIT: LOOK_IN dialog box, select the Show tab and click No Hidden. 8. In the model tree, select MUFFLER.PRT and ENGINE_COVER.PRT. 9. Expand the RECOIL.ASM node and select RECOIL_COVER.PRT. 10. Click Update View display.
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Scenario
11. In the EDIT: LOOK_IN dialog box, select the By Display 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 preview the assembly's display. to
15. In the model tree, select CARBURETOR.ASM. 16. Select WIRE_COVER from the Select State list. 17. Click Accept and then click Update View preview the assembly's display. to
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21. In the model tree, select HANDLE_MAIN.ASM. 22. Select SIMPLE from the Select State list. to 23. Click Accept and then click Update View preview the assembly's display. 24. Click Accept Changes close the view manager. and click Close to
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18. In the model tree, select GEARBOX_CHUCK. ASM. 19. Select LOOK_IN from the Select State list.
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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 the Model Display group drop-down menu and click Component Display Style > Transparent. . Right-click Look_In(+) 3. Click View Manager and select Save.... 4. In the Save Display Elements dialog box, select Default Style from the Style drop-down list and click OK. 5. Click Update Default to confirm that you are editing the default display style. 6. From the view manager, click Edit > Redefine.
11. Click Close
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12. Click Erase Not Displayed and click OK to remove all files from memory. 13. Click Open Open. . Select DRILL.ASM and click
Notice that the assembly now opens in the default style. To edit the assembly so that it opens in the master style again, redefine the default style and edit all edited components back to their default style.
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from the Quick Access toolbar 10. Click Save and OK to save the assembly. from the Quick Access toolbar.
8. Click Update View to preview the assembly's display notice that all the bolts have been blanked. and click Close to 9. Click Accept Changes close the view manager.
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from the Investigate group. In the Search 7. In the ribbon, select the Tools tab. Click Find tool, 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. to move the 12 selected bolt models to the selected side of the dialog Click Add Item box and click Close.
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Substituting Components using User Defined, Envelopes, and Simplified Reps
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Module 9
Module 9 | Page 1
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Exercise 1: Substituting Components using Envelopes and Simplified Reps

Objectives
After 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.
Scenario
Close Window Erase Not Displayed
Simplify the drill assembly so that it can be opened easily, yet still be used for interference checks.
Advanced_Assembly\Envelope_Simplified-Rep Task 1:
DRILL.ASM
Create a faceted shrinkwrap envelope and substitute it for the muffler part.
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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.
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1. Disable all Datum Display types.
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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.
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12. At the bottom of the model tree, right-click MUFFLER <MUFFLER_ENV.PRT> and select Set Representation to > Use Envelope. Notice that the tessellated envelope is highlighted in the assembly when you select the envelope in the model tree.
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from the Quick Access toolbar to 11. Click Close return to the assembly.
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10. At the bottom of the model tree, right-click the envelope MUFFLER <MUFFLER_ENV.PRT> and select Open. Observe the tessellated solid envelope representing MUFFLER.PRT.
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By adding _env to the end of every envelope part name, you are able to easily identify these parts as envelopes in your local file structure or data management software.
7. In the Envelope Method dialog box, do the following: Select the Faceted Solid Shrinkwrap radio button. 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 Definition component chooser. 9. Click Close in the Envelope dialog box.
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Task 2:
Create a surface subset shrinkwrap envelope and substitute it for the engine assembly.
In the Envelope Definition component chooser, you select components that the envelope will be substituting for, not components that will be included in the shrinkwrap definition.
6. In the Envelope Method dialog box, do the following: Select the Surface Subset Shrinkwrap radio button. 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 Definition component chooser. 8. Click Close from the Envelope dialog box.
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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 . 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 engine_assy. Right-click ENGINE.ASM and select Include. Click Envelope Part.
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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, select Wireframe from the Display Style types drop-down menu. Observe the surface subset shrinkwrap envelope representing ENGINE.ASM.
12. Click Close 13. Click Close
to return to ENGINE.ASM. to return to DRILL.ASM.
15. 16. 17. 18.
Click View Manager from the In Graphics toolbar. Right-click the modified Drill_Light(+) and select Save.... Click OK in the Save Display Elements dialog box. Click Close from the view manager.
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14. In the model tree, expand ENGINE.ASM. Right-click ENGINE_ASSY <ENGINE_ASSY_ENV. PRT> and select Set Representation to > Use Envelope.
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11. Select Shading drop-down menu.
from the Display Style types
Task 3:
Create an all solid surfaces shrinkwrap envelope and substitute it for the carburetor assembly.
6. In the Envelope Method dialog box, do the following: Select the All Solid Surfaces Subset Shrinkwrap 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.
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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.
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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.
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18. Select Shading drop-down menu. 19. Click Close 20. Click Close
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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 Hidden from the Display Style types drop-down menu. Observe the all solid surfaces shrinkwrap envelope representing CARBURETOR.ASM. from the Display Style types
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to return to CARBURETOR.ASM. to return to DRILL.ASM.
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On the Options tab of the shrinkwrap dashboard, select Solidify resulting geometry. Click Complete Feature . Click OK from the Envelope Definition component chooser. Click Close from the Envelope dialog box.
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21. In the model tree, expand CARBURETOR.ASM. Right-click CARB_ASSY <CARB_ASSY_ENV.PRT> and select Set Representation to > Use Envelope. 22. 23. 24. 25. Click View Manager from the In Graphics toolbar. Right-click the modified Drill_Light(+) and select Save.... Click OK in the Save Display Elements dialog box. Click Close from the view manager.
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6. In the Envelope Method dialog box, do the following: 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.
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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 . 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 handle_main_assy. Right-click HANDLE_MAIN.ASM and select Include. Click Envelope Part.
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Task 4:
Create an all solid surfaces shrinkwrap envelope and substitute it for the handle main assembly.
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.
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15. At the bottom of the model tree, right-click the envelope HANDLE_MAIN_ASSY <HANDLE_MAIN_ASSY_ENV.PRT> and select Open. 16. From the In Graphics toolbar, select No Hidden from the Display Style types drop-down menu.
17. Select Shading 18. Click Close 19. Click Close
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Observe the active solid shrinkwrap envelope representing HANDLE_MAIN.ASM. from the Display Style types drop-down menu.
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to return to HANDLE_MAIN.ASM. to return to DRILL.ASM.
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11. 12. 13. 14.
On the Options tab of the shrinkwrap dashboard, select Solidify resulting geometry. Click Complete Feature . Click OK from the Envelope Definition component chooser. Click Close in the Envelope dialog box.
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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. 21. 22. 23. 24. Click View Manager from the In Graphics toolbar. Right-click the modified Drill_Light(+) and select Save.... Click OK in the Save Display Elements dialog box. Click Close from the view manager.
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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.
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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.
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Task 6:
Find and exclude all remaining bolt models.
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from the In Graphics toolbar. 3. Click View Manager 4. Right-click the modified Drill_Light(+) and select Save.... 5. Click OK in the Save Display Elements dialog box.
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.
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Task 5:
Substitute the gearbox chuck assembly with one of its existing simplified reps.
Notice how many components are removed from the session memory. Opening and working with the Drill_Light simplified rep requires significantly fewer system resources than the master rep. This completes the exercise.
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Module 12
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Objective 1: Reviewing the Current Assembly Structure

Scenario
Product Design Consulting, Inc. (PDC) is in charge of designing a table fan for one of their customers. Upon returning from Creo Parametric Advanced Assembly Design training, you are assigned to complete the table fan because the engineer originally responsible for the design is on vacation.
Close Window
Erase Not Displayed NONE
Task 1: 1. 2. 3. 4.
Open the fan assembly.
Click File > Options. The Creo Parametric Options window appears. Select Configuration Editor from the menu on the left. Click Add.... 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 whether multiple skeletons can be created as replacement parts.
5. Click OK in the Creo Parametric Options window. Then click No to confirm that the configuration edits made are applied to the current session only. If you click Yes, the settings are saved to a configuration file and loaded during the next session. 6. Open FAN.ASM. 7. Disable all Datum Display types.
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Project\assembly_working
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You will use the skills learned in previous topics of this course to create the final assembly and components of the air circulator.
8. Expand both sub-assemblies and unhide BASE_SKEL.PRT. 9. Select the three skeleton models and edit their simplified rep status to Master. 10. Notice that BASE.ASM contains two skeletons, one used for the base design and one for the link design.
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16. Open the DRIVETRAIN.ASM sub-assembly, in DEFAULT rep. 17. Edit the component display style of the housing models to be transparent. 18. Use the Model Player to review how the assembly was created. 19. Reset the modified master style. 20. Close the window.
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on 13. Select the Tools tab. Click Model Player the Investigate group to open the Model Player and review how the assembly is created. 14. Reset the modified master style. 15. Close the window.
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11. Open the BASE.ASM sub-assembly, in DEFAULT rep. 12. Edit the component display style of BASE_SKEL.PRT to be transparent.
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In DRIVETRAIN.ASM, there is a skeleton for the design of the drivetrain of the fan.
21. Select the View tab. In the Visibility group, click the Status drop-down menu. Select Reset Status to return the model to its previous display status. 22. Reset the modified master rep.
This completes the objective.
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Objective 2: Completing the DRIVETRAIN_SKEL.PRT

Scenario
Continue creating the components of the air circulator. Close Window Erase Not Displayed NONE
Project\assembly_working Task 1: 1. 2. 3. 4.
Open the drivetrain skeleton and create a surface to represent the cage diameter.
The multiple_skeletons_allowed configuration file option determines whether multiple skeletons can be created as replacement parts. 5. Click OK in the Creo Parametric Options window. Then click No to confirm that the configuration edits made are applied to the current session only. If you click Yes, the settings are saved to a configuration file and loaded during the next session. 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 plane CAGE_CTR, using a Both Sides depth, , and named extruded as a Surface CAGE_DIA_SURF.
Task 2:
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1. Create the extrude feature, as shown in the figure.
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Create a surface to represent the fan blade diameter.
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Click File > Options. The Creo Parametric Options window appears. Select Configuration Editor from the menu on the left. Click Add.... 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.
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The feature is centered on datum plane CAGE_CTR, extruded as a Surface and named FAN_DIA_SURF. The depth of this feature should be the same as the previous feature. To ensure that the depths are the same, use To Selected and reference edges on each side of the previous feature. 2. Close the window. 3. Notice the surfaces of the skeleton in the assembly. 4. Save the model. This completes the objective.
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Objective 3: Creating the AUX_SHAFT_ARM_SKEL.PRT

Scenario
Create a second skeleton to represent the shaft and arm design.
The multiple_skeletons_allowed configuration file option determines whether multiple skeletons can be created as replacement parts. 5. Click OK in the Creo Parametric Options window. Then click No to confirm that the configuration edits made are applied to the current session only. If you click Yes, the settings are saved to a configuration file and loaded during the next session. 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 the component is created in an unconstrained position. Also ensure that it is copied from MM_KG_SEC_PART.PRT. Task 2: Create geometry to define the skeleton.
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1. Select and open AUX_SHAFT_ARM_SKEL.PRT from 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 sketch plane.
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4. Create a datum axis named AUX through the FRONT and RIGHT datum planes. 5. Create a datum point at the end of the sketch feature. 6. Create a datum axis named ARM through PNT0 and normal to the TOP datum plane. 7. Select PNT0 in the model tree and drag it into the ARM feature node.
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8. Create a datum plane named ALIGN through the top end of the sketch feature and parallel to the TOP datum plane.
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Datum point PNT0 is now embedded in the datum axis ARM.
9. Create a datum plane named DIST offset 6 from the TOP datum plane.
10. Create the extrude feature on datum plane TOP, as shown in the figure. The feature should be extruded as a feature and its depth should be Surface defined 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.PRT and DRIVETRAIN_SKEL.PRT as the align reference.
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3. Select the ALIGN datum plane in AUX_SHAFT_ARM_SKEL.PRT and the top gearbox surface in the DRIVETRAIN_SKEL.PRT as the translation reference.
4. Save and close the window. Task 4: Position the link skeleton using mechanism constraints.
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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.
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1. Open FAN.ASM if necessary. 2. Edit the definition of DRIVETRAIN.ASM. 3. Right-click and select Add Set.
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Objective 4: Creating the AUX_ARM.PRT and AUX_SHAFT.PRT

Scenario
Copy reference geometry from the skeleton to the arm model.
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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 Data group to copy the following reference geometry from AUX_SHAFT_ARM_SKEL.PRT into AUX_ARM.PRT: Surface Quilt Datum plane DIST Datum axis AUX Datum axis ARM Use default placement to orient the copy feature relative to the skeleton.
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You must disable Published Geometry Only because you are not copying a publish feature.
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If you click Yes, the settings are saved to a configuration file and loaded during the next session.
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5. Click OK in the Creo Parametric Options window. Then click No to confirm that the configuration edits made are applied to the current session only.
The multiple_skeletons_allowed configuration file option determines whether multiple skeletons can be created as replacement parts.
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Task 2:
Use reference geometry to create features in the arm part.
1. Create the extrude feature, as shown in the figure.
3. Create a coaxial hole, as shown in the figure. The hole depth should be Through All
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4. Select the quilt, and then click Solidify from the Editing group to remove material, as shown in the figure. 5. Save the model and close the window.
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Depth is defined up to the DIST datum plane.
2. Create a second extrude feature, as shown in the figure.
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Task 3:
Copy reference geometry from the skeleton to the shaft model.
Task 4:
Use reference geometry to create features in the shaft part.
1. Click Fill from the Surfaces group to sketch a flat circular surface on the DIST datum plane, as shown in the figure.
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2. Press CTRL and select both surface features. from the Editing group. Flip the Click Merge direction arrow to produce the merged surface, as shown in the figure.
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Use default placement to orient the copy feature relative to the skeleton.
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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 geometry from AUX_SHAFT_ARM_SKEL.PRT into AUX_SHAFT.PRT: Surface Quilt Datum plane ALIGN Datum plane DIST
3. Create an extrude feature, as shown in the figure. Reference the surface quilt to define the diameter of the shaft and the ALIGN datum plane to define depth. The sketch plane should be datum plane TOP.
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4. Click Solidify to remove material, as shown in the figure. 5. Save the model and close the window.
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Objective 5: Assembling Components to the DRIVETRAIN.ASM

Scenario
Project\assembly_other Task 1: 1. 2. 3. 4.
Assemble the shaft and arm parts.
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Task 2:
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 number of methods, including the following: The Extrude option. Sketch a circle on datum plane FRONT. The Use Quilt option. Cut the model with datum plane FRONT. 3. Save the model and close the window.
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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 in AUX_SHAFT_ARM_SKEL.PRT. 9. Assemble AUX_ARM.PRT by constraining its DEFAULT_CSYS to the AUX_CSYS in AUX_SHAFT_ARM_SKEL.PRT. 10. Reset the modified master style. 11. Save the model.
Create a work region named Cutaway in the cage part.
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Task 3: 1. 2. 3. 4. 5. 6.
Substitute the Cutaway simplified rep into the assembly and assemble the hub part.
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Hide both skeleton models in DRIVETRAIN.ASM. Resume CAGE.PRT. In the assembly, substitute the Master Rep of CAGE.PRT with the Cutaway simplified rep. Assemble HUB.PRT. Reset the master rep. Save the model.
Objective 6: Eliminating Interference between CAGE.PRT and BLADE.PRT

Scenario
Project\assembly_eliminate Task 1: 1. 2. 3. 4.
Replace the cage with a family table instance.
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7. Replace the CAGE.PRT with the CAGE_SIMPLE family table instance.
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6. Open DRIVETRAIN.ASM and the skeleton model, if necessary.
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Task 2:
Assemble and pattern the blade part.
1. Assemble BLADE.PRT, as shown.
3. Replace the CAGE_SIMPLE instance with the generic CAGE.PRT model.
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2. Pattern the BLADE.PRT using a reference pattern.
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Task 3:
Eliminate interference between the blade and cage.
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8. Reset the master rep. 9. Hide DRIVETRAIN_SKEL.PRT and save the display status. 10. Save the model and close window.
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6. Edit the definition of the BLADE_OUTLINE feature. 7. Change the direction of the material cut direction in order to eliminate the interference.
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Notice the interference with the CAGE_DIA_SURF of the skeleton.
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1. In the model tree, click Settings > Tree Filters.... 2. Under Display, select the Features, Placement folder, and Annotations check boxes. 3. Perform a global interference analysis to find any interferences in the assembly. 4. Unhide DRIVETRAIN_SKEL.PRT. 5. Select DRIVETRAIN_SKEL.PRT and the first BLADE.PRT in the pattern. Edit their representation to Master.
Objective 7: Editing the Parameter Controlled BASE_SKEL.PRT

Scenario
Project\assembly_completed Task 1: 1. 2. 3. 4.
Edit the tilt angle of the fan to 90 degrees.
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7. In the model tree, click Settings > Tree Filters.... 8. Under Display, select the Features, Placement folder, Annotations, and Envelope Components check boxes.
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6. Open FAN.ASM.
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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.
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1. Edit the TILT_ANGLE parameter from 90 to 45 and regenerate the model.
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Task 3:
Edit the tilt axis height of the fan to 180.
1. Edit the TILT_AXIS_HEIGHT parameter from 180 to 89 and regenerate the model. 2. Save the model.
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Objective 8: Editing the AUX_SHAFT_ARM_SKEL.PRT

Scenario
Project\assembly_editingAUX 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.
3. Save the model and close the window.
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Do not delete the sketched arc entity, since it is referenced by one of the fan components. Sketch a rectangle and use the trim function to edit the shape.
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Task 2:
Open and update the arm part.
1. Open AUX_ARM.PRT and regenerate the model. 2. Save the model and close the window.
Task 3:
Open and update the shaft part.
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1. Open AUX_SHAFT.PRT and regenerate the model. 2. Save the model and close the window.
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Objective 9: Assembling Final Hardware

Scenario
Assemble the final hardware of the air circulator. Close Window Erase Not Displayed NONE
Project\assembly_other 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.
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1. Open FAN.ASM. 2. Assemble BOLT_4-08.PRT using the component interface COINCIDENT-COINCIDENT, as shown in the figure. Flip the bolt, if necessary.
Task 2:
Assemble the bolt to the rear housing.
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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.
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If the Yes option is selected, the settings are saved to a configuration file and loaded during the next session.
4. Click OK. Then click No to confirm that the configuration edits made are applied to the current session only.
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Task 3:
Use copy and paste to assemble an additional bolt.
1. Copy and paste the previously assembled BOLT_408.PRT into the positions shown in the figure. 2. For the bolt on the left side of the figure, add an additional constraint between BOLT_408.PRT and AUX_ARM.PRT.
Task 4:
Assemble the stud.
There is a press-fit interference condition because of the press-fit. 2. Remove the interference by making STUD.PRT flexible and suppressing the feature that defines the press-fit geometry.
Task 5:
Assemble rivets to the fan blades.
1. Open DRIVETRAIN.ASM and reorder CAGE.PRT to be the last component in the assembly. 2. Exclude CAGE.PRT from display using simplified rep functionality. 3. Assemble HUB.PRT. 4. Assemble BLADE.PRT. 5. Assemble RIVET.PRT, as shown in the figure.
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1. Assemble STUD.PRT, as shown in the figure.
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6. Click Repeat to position two additional rivets.
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7. Assemble the remaining rivets using a reference pattern. 8. Reset the master rep. 9. Save the model and close the window.
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Objective 10: Dragging the AUX_ARM.PRT

Scenario
Review the completed air circulator. Close Window Erase Not Displayed NONE
Project\assembly_completed Task 1:
Drag the arm to see the fan oscillate.
1. Open FAN.ASM if necessary. 2. Click Drag Components
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3. Save the model and close the window.
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to select AUX_ARM.PRT and make the fan oscillate.
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Copyright
Advanced Assembly Design using Creo Parametric 2.0
Copyright 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 and other 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 copies in 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. Any copy 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 documentation may 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 no authorization 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 responsibility or 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 United States 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 with written prior approval from PTC.
UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND
Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA
PRINTING HISTORY Document No. T3904-390-02 Order Number DT-T3904-390-02 Printed in the U.S.A Date 04/30/2012
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Description
Initial Printing of: Advanced Assembly Design using Creo Parametric 2.0
This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN95), 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 the restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at DFARS 252.227-7013 (OCT88) or Commercial Computer Software-Restricted Rights at FAR 52.227-19(c)(1)-(2) (JUN87), as applicable. 01012012
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Important Copyright, Trademark, Patent, and Licensing Information: See the About Box, or copyright notice, of your PTC software.
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 view offenders 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 private surveillance 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 not performed 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 such data (including to the United States), cease using the illegal version, and contact PTC to obtain a legally licensed copy.
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Advanced Assembly Design using Creo Parametric 2.

About PTC University

PTC Telephone and Fax Numbers

Precision Learning After the Class

As part of the class, you receive additional content in your account:

Precision Learning Recommendations

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

Module 09 Module 10 Module 11 Module 12

Understanding Advanced Simplified Rep Functionality

Creating and Using Flexible Components

Exercise 1: Using Measure to Define a Flexible Dimension

Component_Operations\Flexible_Dimension Task 1: Define the component flexibility.

Erase Not Displayed

Assemble the first CLUTCH_SPRING.PRT.

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

Assemble the second clutch spring.

15. Click Complete Component This completes the exercise.

Exercise 2: Using Flexibility to Remove Interference

Component_Operations\Flexible_Interference Task 1: Identify interference in the assembly.

Make the insert model flexible within the assembly.

Erase Not Displayed

Edit the defined flexibility.

This completes the exercise.

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

The interference has been removed.

Using Assembly Features and Shrinkwrap

Exercise 1: Creating an Assembly Extruded Cut

Use an assembly cut to remove interference in an assembly.

Notice the interference between CLIP.PRT and OUTER.PRT.

9. Click Sketch View

from the Setup group.

The completed sketch is a closed triangle shape. .

This completes the exercise.

Exercise 2: Creating Assembly Features

Erase Not Displayed RACK.ASM

Create holes referencing the existing pilot holes.

8. In the dashboard, click Intersect.

depth option from

13. Click Axis Display axes in the model.

to turn off the display of

1. Click Axis Display 2. 3. 4. 5. 6.

1. Click Axis Display axes in the model.

14. Click Complete Feature

This completes the exercise.

Replacing Components in an Assembly

Exercise 1: Replacing Unrelated Components using the Reference Table Method

Erase Not Displayed

Identify interference in the assembly.

4. Click Cancel Task 2:

Activate CLAMP_RT.ASM and select CLAMP_BASE_CIR_RT.PRT to be replaced.

Replace CLAMP_BASE_CIR_RT.PRT with CLAMP_BASE_RT.PRT.

Exercise 2: Creating Interchange Assemblies using Evaluate

Create an interchange assembly.

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

1. Enable only the following Datum Display types: .

Create reference tags using Evaluate in the Reference Pairing table.

Replace the slider parts using the interchange functionality.

13. Click Regenerate

Add a new component to the interchange assembly.

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

This completes the exercise.

3. In the Replace dialog box, click Open