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CADQUEST INC.
PARAMETRIC 4.0
ADVANCED DESIGN
Steven G. Smith
Creo Parametric 4.0 Advanced Design
Steven G. Smith
Publication History
Edition Date Description Creo Parametric Build
1.0 May 2017 Initial Printing M010
ISBN 1-930933-43-6
Creo Parametric 4.0 Advanced Design Contents
Table of Contents
Introduction........................................................................................................................1
Objective of This Book ....................................................................................................1
Textbook Outline .............................................................................................................2
Textbook Conventions ....................................................................................................3
Exercise Files ..................................................................................................................3
System Configuration......................................................................................................4
Trajpar ...........................................................................................................................64
Facts about Variable Section Sweeps ..........................................................................64
Helical Sweep ...............................................................................................................65
Exercise 3 – Advanced Sweeps .....................................................................................66
Involute Gears..................................................................................................................79
Introduction....................................................................................................................79
The Involute Curve........................................................................................................80
Datum Curves From Equation ......................................................................................81
Creating the Gear..........................................................................................................82
Gear Parameters...........................................................................................................83
Exercise 4 – Involute Gears............................................................................................84
Family Tables.................................................................................................................226
Introduction..................................................................................................................226
The Family Table Editor ..............................................................................................227
Creating Generic Models ............................................................................................228
Creating a New Family Table......................................................................................228
Naming Items in the Family Table ..............................................................................229
Adding Instances to the Family Table.........................................................................229
The Family Table Editor ..............................................................................................230
Component Interfaces...................................................................................................261
Introduction..................................................................................................................261
Defining an Interface ...................................................................................................262
Defining an Interface (continued) ................................................................................263
Defining an Interface (continued) ................................................................................264
Nested Component Interfaces ....................................................................................264
Using an Interface .......................................................................................................265
Component Interface Preferences ..............................................................................266
Component Interface Configuration Options...............................................................266
Drag-and-Drop Component Placement ......................................................................267
Exercise 12 – Component Interfaces...........................................................................268
Assembly Design...........................................................................................................293
Introduction..................................................................................................................293
Create a New Assembly..............................................................................................294
Assemble Existing Components .................................................................................294
Create New Components............................................................................................295
Activating Components ...............................................................................................296
Working in the Active Component...............................................................................297
Assembly Features .....................................................................................................298
Assembly Features (continued) ..................................................................................299
Repeat Components ...................................................................................................300
Repeat Components (continued) ................................................................................301
Notebooks ......................................................................................................................427
Introduction..................................................................................................................427
Advantages of Notebooks ...........................................................................................428
Considerations for Using Notebooks ..........................................................................428
Creating Notebooks ....................................................................................................429
Creating Notebook Parameters ..................................................................................430
Parameter Sets ...........................................................................................................431
Creating Notebook Relations ......................................................................................432
Tables..........................................................................................................................433
Sheets, Notes, and Other Tools..................................................................................433
Example Notebooks ....................................................................................................434
Using Notebooks.........................................................................................................435
Part Relations Utilizing Global Parameters.................................................................435
Global Datums and Automatic Assembly....................................................................436
Notebook Review ........................................................................................................436
Exercise 19 – Notebooks ..............................................................................................437
Appendix A.....................................................................................................................501
Exercise 22.....................................................................................................................501
Exercise 23.....................................................................................................................512
Exercise 24.....................................................................................................................522
Exercise 25.....................................................................................................................526
Introduction
It is assumed you have experience using and are familiar with the basic functions of Creo
Parametric 4.0. For a complete introduction to Creo Parametric, review the following textbook
by this author and publisher:
This textbook includes 21 chapters and 25 laboratory exercises, each dedicated to a particular
function of the software.
Textbook Outline
Introduction
Datum Features ..................................................................... Exercise 1
Advanced Blends................................................................... Exercise 2
Advanced Sweeps ................................................................. Exercise 3
Involute Gears ....................................................................... Exercise 4
Advanced Patterns................................................................. Exercise 5
User Defined Features ........................................................... Exercise 6
Advanced Draft ..................................................................... Exercise 7
Advanced Rounds ................................................................. Exercise 8
Special Features..................................................................... Exercise 9
Parameters and Relations ...................................................... Exercise 10
Family Tables ........................................................................ Exercise 11
Component Interfaces............................................................ Exercise 12
Component Flexibility........................................................... Exercise 13
Assembly Design................................................................... Exercise 14
Data Sharing Commands....................................................... Exercise 15
Top Down Assembly Design ................................................ Exercise 16
Replace Assembly Components............................................ Exercise 17
Introduction to Pro/PROGRAM ........................................... Exercise 18
Notebooks.............................................................................. Exercise 19
Simplified Representations ................................................... Exercise 20
Managing External References ............................................. Exercise 21
Appendix A ........................................................................... Exercises 22-25
Textbook Conventions
This textbook uses the following conventions:
File, Open Bold type indicates a command, pull-down list, or right side menu option.
Options Bold italic type indicates a ribbon tab, dialog box tab, or dashboard panel
name.
Apply Bold underlined type indicates a dialog box button or dashboard panel
button.
< 1.25 > < > symbols indicate text to enter using the keyboard. Be sure to press the
'Enter' key after typing the text. Do not include the < > symbols, only enter
what is between the < > symbols.
Click the icon shown from the appropriate ribbon, dialog box, or panel.
Exercise Files
To download the files needed to perform the exercises, visit the CADQUEST web site at
www.cadquest.com/download. If you do not have access to the Internet, contact CADQUEST by
telephone at 717.565.1965 and request a CD to be mailed to you.
Create a new folder in your computer dedicated to this Creo Parametric project as shown:
C:\creo4\adv
Place the downloaded file into this directory. This file is a self-extracting zip file, simply double
click the file to extract the objects.
Set this folder as the 'Start in' folder for Creo Parametric: select the desktop icon then click
Properties in the right mouse button popup menu. In the Properties dialog box, enter the
appropriate folder in the 'Start in' field then click Apply.
The units of all new parts and assemblies created in the exercises of this textbook are to be
inches. The 'template part' and 'template assembly' (included in the self-extracting zip file) are to
be used as templates during the creation of all parts and assemblies in the exercises of this
textbook. Set the configuration options as shown on the next page to use these template objects
automatically.
System Configuration
Creo Parametric is highly configurable. Click File, Options then click the Configuration Editor
category to add and apply configuration options. The following configuration options should be
applied before starting the exercises in this textbook:
allow_anatomic_features yes
allow_redo_intersections yes
comp_assemble_start constrain_in_window
def_layer layer_datum dtm_pln
def_layer layer_axis dtm_axis
default_dec_places 3
display_full_object_path yes
display hiddeninvis
enable_obsoleted_features yes
fix_refs_to_intersections yes
hide_pre_creo4_reps no
sketcher_dim_of_revolve_axis yes
sketcher_save_preview_image yes
sketcher_undo_reorient_view yes
spin_with_part_entities yes
spin_with_silhouettes yes
template_designasm C:\creo4\adv\template_in.asm
template_solidpart C:\creo4\adv\template_in.prt
tol_display yes
visible_message_lines 4
web_browser_homepage about:blank
Datum Features
Introduction
Datum features are non-solid features used during the construction of other features. Datum
features do not add or remove material from the model, and therefore do not affect the mass
properties of the model. It is assumed that you are familiar with datum planes, axes, points, and
coordinate systems.
Datums are created using the Model tab in the ribbon as shown below. Some datum curves such
as projected, wrapped, and intersected, are located in the Editing group as shown below.
Use sketched
datum curves to
define the design
before creating
solid features
Curves are also used to define the boundary of blended surfaces and other complex features.
Creating a Curve Through Points datum curve through the two end points results in a new
datum curve with C0 continuity ('free' end condition) to the two original curves.
C0 Continuity
The curvature of the curve at either end can further be adjusted to have C2 continuity. The figure
below on the left shows a datum curve with C1 continuity. Because the straight segments have
zero curvature, the break is clearly seen at the endpoints of the middle section. The figure below
on the right shows the middle segment redefined with C2 continuity. Notice how the curvature
plot on the right is continuous throughout the entire curve.
Discontinuous Continuous
Curvature Curvature
C1 Continuity C2 Continuity
R .225
Straight curve
Spline curve segments
segments with fillets
Datum Curves
Involute Gear and Spiral Spring created using Datum Curve from Equations
Click the Project or Wrap icons shown above to create these features. Examples of projected
and wrapped curves are shown below.
Use this technique to create three-dimensional curves that will be used to define the boundary for
a surface. An example of creating an intersected curve is shown below.
Datum Graph
The Datum Graph feature is a graphical representation of an XY function. Graphs are used in
relations to control the dimensions or parameters of other features. Click Datum, Graph then
enter a name for the graph. The graph must include a sketch coordinate system. When graphs are
evaluated, the system finds the corresponding Y value for a given X value. For each X value,
there can be only one Y value in the graph.
Note
A graph feature is not displayed anywhere in the part geometry, but it is displayed in the model
tree. Use the model tree to select the graph feature. You can view or modify existing graph
features using the Edit and Edit Definition commands. An example graph is shown below.
10.00
8.00
4.00
4.00
2.00
Datum Graph
For more information about “trajpar” and the variable section sweep feature, see pages 60-64 of
this textbook.
Graphs can be shown on drawings using the Graph icon in the Layout tab of the drawing ribbon.
An example graph for a typical cam part is shown below.
Datum Graph
Tip
Datum Evaluate
The Datum Evaluate feature is a useful feature that automatically performs measurements of the
model. An evaluate feature consists of one or more parameters, each of which gets its value from
a measurement you perform on the model. These measurement parameter values are updated
when the part is regenerated.
To create a datum evaluate feature, enter < eval > in the Command Search Box, then click
Evaluate in the command list, then enter a name for the feature. An evaluate feature may contain
several different measurements. To create a measurement in the evaluate feature, click Create,
enter a name for the measurement, then choose a measurement type from the list as shown below.
measurement_name:fid_feature_name
For example, an evaluate feature is created and the name of the feature is "eval_1". In the feature
called eval_1, a measurement is created called "diagonal". The measurement name is diagonal,
the feature name is eval_1. The relation reads:
diagonal:fid_ eval_1
Tip
Set the config.pro option as shown below to allow the creation of the
datum evaluate feature.
allow_anatomic_features yes
Mass Properties
The Mass Properties feature is a useful feature that automatically performs a mass properties
analysis of the model. Click the Analysis tab in the ribbon then click the Mass Properties icon.
Select Feature in the pull-down list at the bottom of the dialog box to create this feature.
The Mass Properties dialog box is shown below and on the next page.
The Mass Properties feature also allows the creation of 'result datums'. The center of gravity can
be indicated with a coordinate system or a datum point by adding the appropriate checkmark as
shown below.
12.000
60
35
4.000
5.500 TOP
RIGHT
0.500
0.375
3.250
x = xc + ( s * sin(ang))
y = yc - ( s * cos(ang))
z=0 CSYS_DEF
FRONT
60 0.120
TOP
0.020
0.550
0.120
Centerline 0.040
0.120
0.050
0.590
0.295
0.395
0.050
0.195
FRONT
0.040
RIGHT
360.000
40.000
110.000
150.000 H H
T T
130.000
90.000 V
Sketch a spline as shown
y
x
180.000
Note
The dimensions in the Y direction (the 90, 130, and 150 dimensions) have
been scaled by a factor of 100 to make the graph readable. When using
this graph, be sure to divide by 100 to cancel out the exaggeration.
10.000
8.000
4.000
4.000
2.000
y
x
Note
• Be sure you added the configuration options as listed on page 4; the configuration
option listed below is required to create the Evaluate feature
allow_anatomic_features yes
• Open the assembly called 'profile_station.asm'
• Click the Command Search icon in the upper right corner of the user interface
• Enter < eval > in the Command Search Box then select Evaluate in the command
list
• Enter < evaluate > for the name of the feature
• Click Create then enter < thickness > for the name of the measurement
• Click Distance, Plane then select the
bottom surface of this plate
3.000
2.000
1.000
2.250
Centerline
TOP
0.375
3.000
RIGHT
Vertical centerline
0.625
0.235
1.300
30
TOP
0.325
RIGHT
2.000
9.000
5.500
7.250
TOP 9.375
4.500 4.750
0.500
30.000
RIGHT
0.250
7.125
• Create another datum plane parallel to MIDDLE and through this curve
• Rename the new datum plane < BASE >
• Orient the model using the Standard Orientation
• Select the CONTROLS datum plane
• Click the Sketch icon
• Sketch and dimension the geometry, symmetric about the SPLIT datum plane, as
shown below
1.875
1.250
1.000
SPLIT
0.875
0.375
7.000
CENTER
SPLIT
5.000
MIDDLE
1.250
CENTER
2.250
SPLIT
CONTROLS
• The part is shown here
• Save and Close the part
MIDDLE
A 1
BASE
CENTER
0.075
FRONT
1.125
0.275
0.031
0.500
0.425
1.750
TOP
45.000
2.900
2.756
0.069
1.469
TOP
Advanced Blends
Introduction
There are two main types of Blend features, regular and rotational. Each blend feature consists of
a series of at least two sections, which are joined together using transitional surfaces to create a
continuous feature. The transitional surfaces are developed by connecting the vertices of each
section. Click Shapes, Blend or Shapes, Rotational Blend in the Model tab of the ribbon as
shown below.
The Swept Blend feature is a combination of a sweep and a regular blend. In this feature, a series
of at least two sections, located along a trajectory, are joined together using transitional surfaces.
The transitional surfaces are developed by connecting the vertices of each section. Click Swept
Blend in the Model tab of the ribbon as shown below.
Rotational Blend
A Rotational Blend is created from of a series of sections that are rotated about the selected
edge or axis.
• Each section can be rotated up to a maximum of 120º.
• The sections can be selected (existing sketches) or sketched during the creation of the
feature.
• Click Shapes, Rotational Blend as shown on the previous page.
The Rotational Blend dashboard tool is shown below and on the next page.
The ashtray part shown below is a rotational blend using six sections. Additional features are
then added to complete the part.
Rotational Blend
Blend
The Blend is a special feature that creates a transition between two or more sections.
• The sections can be selected (existing sketches) or sketched during the creation of the
feature.
• When sketching the sections, each section is parallel to the original sketch plane.
• When selecting existing sections, the sections do not have to be parallel to the
original sketch plane.
• Each section must have the same number of vertices, or must have blend vertices.
• Click Shapes, Blend as shown on page 37.
The Blend dashboard tool is shown below and on the next page.
The gear part shown below was created as a blend with six sections.
Blend (continued)
The Blend dashboard tool is shown below.
There are three options for blends, Straight, Smooth, and Capped Ends.
• The Straight option connects the sections using straight surfaces as shown below.
• The Smooth option connects the sections with curved surfaces as shown below.
• The Capped Ends option, only available when creating a surface, fills the ends of the
blend feature with surfaces.
4 3
4 3
1 2
1
2
It is important that each start point is in the same relative location so the feature does not 'twist'.
It is also important that each direction arrow is pointing in the same relative direction so the
feature does not 'twist'. In the example below, two rectangles have the start point and direction
arrows in different corners, going the same direction. The resulting twisted feature is shown.
4 3
3 2
4 1
1
2
When sketching the sections, select the vertex then click Start Point in the RMB popup menu as
shown below. To reverse the direction of the arrow, use 'query select' to select vertex.
Blend Vertex
• Each section of a blend and rotational blend feature must have the same number of
vertices. For sections that do not have the required number of vertices, a Blend Vertex is
created to indicate two vertices converging into one.
• When sketching the sections, a blend vertex is displayed as a small circle and counts as
one extra vertex. When selecting the sections, a blend vertex is displayed as a square.
• When sketching the sections, select the vertex then click Blend Vertex in the RMB
popup menu as shown below. When selecting the sections, select Add Blend Vertex in
the Sections panel of the dashboard tool.
• Multiple blend vertices may be added to a single section. Multiple blend vertices may
also be added to a single vertex.
• A blend vertex cannot be added at the start point of a section.
In the example shown below, the rectangle and triangle have the start point and direction arrows
in the same relative corner, going the same direction, but the number of vertices is not equal. The
rectangle has four vertices and the triangle has three. The system cannot create this feature.
4 3
3
Unequal Number
of Vertices
The triangle section must have a blend vertex added to make the number of vertices equal. In the
example shown below, the blend vertex is added at the top of the triangle. The resulting blend
feature is also shown below.
4 3
4 3
1 2
1
2
Activate Section
• Blend features require multiple sections.
• Only one section can be 'active' at any given time.
• Select the appropriate section label to 'activate' the section as shown below.
• When in the sketcher, the active sketch is shown in the default color, and the inactive
sketches are shown in a dimmed gray color.
Swept Blend
A Swept Blend is a feature that combines a sweep and a blend together. When creating a swept
blend, the 'trajectory' is defined by selecting existing datum curves, sketches, or edges. After the
trajectory is defined, sections are defined at appropriate locations along the trajectory. The
sections can be selected from existing geometry or sketched.
The faucet part shown below uses a swept blend using a trajectory and five sections. Additional
features are then added to complete the part as shown.
Trajectory
Sections
Swept Blend
• Click Insert in the RMB popup menu then select section 2 as shown below
• Click Insert in the RMB popup menu then select sketch 3 as shown below
Section 3
Section 4
Section 2
Section 5
Section 1
Section 6
• Click Insert in the RMB popup menu then select section 4 as shown above
• Click Insert in the RMB popup menu then select section 5 as shown above
• Click Insert in the RMB popup menu then select section 6 as shown above
• In the Options panel of the dashboard tool, add the checkmark next to Connect end
and start sections
• Click the checkmark in the dashboard tool to complete the feature
• The result is shown below on the left
• Add a few cuts and rounds as shown below on the right
• Save and Close the part
0.100
0.500 0.250
• Notice the first sketch is shown in construction geometry, rotated onto the new sketch
plane
0.200
0.125
0.500 0.370
0.300
0.250
0.500 0.500
0.400
0.375
0.500 0.625
• Enter < 2.5 > for the offset value then click the Sketch icon in the dashboard tool
• Click the File System icon
• Click 'gear.sec' then click Open
• Click 'gear.sec' then click Open then select a location for the sketch at the center of
the two references
• Enter < 90 > for the angle and < 1 > for the scale then click the checkmark in the
dashboard tool
• Align the coordinate system in the sketch to the two reference lines using constraints
(zoom in close)
• Click the checkmark to complete the sketch
• Click Insert
• Repeat these steps until you have six sections, rotating each section by another 45°
• Enter < 2.5 > for the distance between each of the six sections
• Use the Sections panel of the dashboard tool to be sure you have six sections as
shown below
0.400
0.600
• Select the appropriate vertex, then press and hold the right mouse button and click
Start Point in the popup menu, be sure the direction is correct as shown above
• Click the checkmark to complete the sketch
• Orient the model using the Standard Orientation
• Click Insert in the Sections panel of the dashboard tool
• Select this vertex
45 45
0.400
• Click the Divide icon then click at each of the four intersections to break the
circle into four pieces as shown above
• Select the appropriate vertex, then press and hold the right mouse button and select
Start Point in the popup menu, be sure the direction is correct as shown above
• Click the checkmark to complete the sketch
• Orient the model using the Standard Orientation
• Click Insert in the Sections panel of the dashboard tool
• Select this vertex
• Sketch and dimension two angled centerlines and a circle as shown below
45 45
0.350
• Click the Divide icon then click at each of the four intersections to break the
circle into four pieces as shown above
• Select the appropriate vertex, then press and hold the right mouse button and click
Start Point in the popup menu, be sure the direction is correct as shown above
• Click the checkmark to complete the sketch
• Orient the model using the Standard Orientation
• Move the cursor over the small circular icon on the geometry as shown below
• Press and hold the right mouse button and click Tangent in the popup menu as shown
below
Click Tangent in
the popup menu
• The system highlights another edge, select the surface adjacent to that edge
• The system highlights another edge, select the surface adjacent to that edge
• The system highlights the last edge, select the surface adjacent to that edge
• Click the checkmark in the dashboard tool to complete the feature
• The result is shown below