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Student Guide
June 2014
MT16035–S — NX 9.0.2
The NX Routing applications provide you with the tools to define and place paths
in, around, and through other structures, to assign stock to these paths (such
as tubes, wires or cables), and to connect the paths with parts (pipe fittings or
electrical connectors).
Routing Mechanical
Provides the tools used to define mechanical systems and designs for
industrial piping, HVAC, or structural steel.
Under the Routing Mechanical bundle there are three subcategories:
Piping and Tubing
Provides the tools to construct and edit piping and tubing structures.
HVAC
Provides the tools to construct and edit HVAC systems.
Platforms
Provides the tools to construct metal platforms and walkways.
Routing Logical
Provides the tools for creating 2D associative flow charts and schematic
diagrams for process plant layouts, HVAC systems, and shipbuilding designs.
For this class you will primarily use the Routing Mechanical application and its
associated subcategories.
The Home tab contains all of the primary Routing Mechanical commands you
will use for this class.
To specify default values for frequently used routing parameters and options, use
the Routing Preferences dialog box.
• Formboard
The selections you make become effective upon restarting NX.
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Routing objects
A routing path is defined as "the set of all routing control points (RCPs) and the
segments between any two RCPs within a routing." You can either create a path
in modeling space or you can first create curves, and then select them to create
the routing path.
A Routing Control Point (RCP) is an associative position used to define the
start or end point of a segment.
A routing segment is the portion of a path between two routing control points.
On the Top Border Bar, the Method list appears whenever a routing object
must be selected from the graphics window, such as when you choose
Menu→Information→Routing→Routing Objects.
The options in the Method let you filter your selections. Choose from:
Standard
Path
Branch
Routing
This course was designed to use the Essentials with full menus role.
Roles
The role you choose affects the number of buttons that appear on toolbars and
tabs, and the number of shortcut menu items you will see.
To activate a role:
1. Open the Roles palette on the Resource bar.
Purpose
In this lesson, you will learn how to create simple linear routing segments to form
paths.
Objectives
After you complete this lesson, you will be able to:
• Create a linear segment and path with and without stock.
This lesson deals primarily with creating, editing, interrogating and copying a
linear routing path.
The Create Linear Path is the principal tool used to construct individual linear
segments and paths. A path includes all Routing Control Points (RCPs), linear
segments and corner segments between the path start and end point. NX
automatically adds assembly constraints to the segments as you create them.
As you create linear segments, you can have NX automatically add radial bend
segments along the path.
Set Corner
Click Set Corner to open the Corner Preference dialog box.
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Assign Default Corner
In additional to applying automatic bend segments, you can go back and add
a bend segment to an existing path.
After you complete this section, you will be able to:
• Add a bend to a path.
The Assign Corner command adds, edits, and removes a bend segment from a
routing path.
To add a bend segment at the vertex of two linear segments, select the corner
RCP, and then from the Corner group, specify the corner type and size
parameters to be applied.
To edit a bend segment, right-click the corner RCP and choose Assign Corner.
You can then redefine the existing bend’s parameters, or specify a completely
different bend type altogether.
To delete the bend segment, select None from the Corner Type list. This removes
any corner specifications associated with the RCP.
When you select Dynamic Axis, Slope Type and Slope Value options become
available. There are three methods of creating sloped paths. From the Slope
Type list, you can select:
Degrees
Percentage
Ratio
The Edit Line Segment command lets you modify the length of a linear segment.
Reverse Direction
Lock Length
The Subdivide Segment command adds RCP’s along an existing segment for
the placement of fittings or new branch segments.
Type
You can use four different options from the Type list to subdivide a routing
segment. RCPs will be placed on the segment according to the type you use.
Reverse Direction changes the segment end from which the subdivision point
is measured.
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Subdivision Segments
The Subdivision Segments group becomes available for Equal Segments and
Arc Length Segments.
The Simplify Path command removes RCPs from a segment. You can remove all
but the segment’s start and end RCP.
You can use Simplify Path to undo the results of the Subdivide Segment. To
simplify multiple segments, right-click a segment, and then choose Simplify Path.
Select one or more adjoining segments to be simplified. The Method list is
available for selecting paths or routings.
You can select a parent path to create any number of duplicate paths at a given
offset distance. This is useful when you are designing several runs whose
segments are parallel to each other.
By default, child paths are associated to their parent. If the parent path is moved,
the child path moves with it.
You can break the associativity of child paths. Breaking a child path's dependency
on its parent path allows you to move a child path independently of the parent.
It is important to note that changing the number of segments in an offset path
through any operation, like subdividing a constituent segment, removes its (offset
path) dependencies.
To edit the associativity of child paths, use the Manage Associative Paths tool.
The Parallel Offset Path command lets you select a parent path and create any
number of associative paths in a rectangular or circular array about it. This is
useful for generating multiple runs that follow alongside each other. The parent
path is restricted to linear and arc segments; spline segments are not selectable.
When you select a parent segment or path, a pattern coordinate symbol appears
on the path, its ZP axis aligned with the parent path.
To move the coordinate symbol to the opposite end of the path, click Move
Pattern Display.
Rectangular
Use this option to delete routing objects. When you delete a routing segment or
path, any RCPs and stock associated with the segment or path are also removed.
When deleting a routing object, you can utilize an option from the Method list
to make your selection.
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Routings with Heal Path
Purpose
In this lesson, you will learn how to create a routing path between objects.
Objectives
After you complete this lesson, you will be able to:
• Create a direct path between two connections.
• Create a route between two objects that are at an angle to each other.
The Heal Path command creates a path between a start and an end object. Start
and end objects include unconnected routing objects, circular edges, or circular
curves.
The Heal Path method you use finds the shortest possible path between the
selected objects. In the Settings group, the Method list offers you eight possible
options for routing the individual segments of the heal path; Direct, Intersection,
and six variations of the WCS axes.
Direct
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Intersection
ZC XC YC method
When you select an object as the start or end point of a heal path, a linear
segment extends from the selected start and end objects. The Extension values
define the segment length at the start or end object.
If you select a port as the start or end object, then any Extension value assigned
to that port appears in the dialog box as the default Start or End extension length.
In the following activity, you will create two routing paths with the following Heal
Path methods:
1. Direct
2. Intersection
• Create an intersection path between two connections that are at two different
elevations.
Your first task is to create a path between two objects by using the Direct method
(1). You will need to manually adjust the linear extension lengths at the start and
end of the path so that bend segments can be applied at the corners.
For the second path, you will use the Intersection method.
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Activity: Create a path with the Direct and Intersection method
In this activity, you will select one of the WCS Axis methods to route a path from
its start to its end point.
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Plan the routing path
You will need to connect the two substations to each other, and then connect the
upper substation to the shutoff valve at the pump.
Start: rtg1_filter
End: rtg1_filter_q
Purpose
In this course, you will learn how to qualify a parts for insertion into a routing
assembly.
Objectives
After you complete this lesson, you will be able to:
• Qualify a part by adding a port to it.
The Qualify Part command provides the exclusive interface for adding
routing-specific objects to a part. These objects dictate how a part orients itself
into a routing assembly, how it relates to other parts in the routing assembly, and
how it behaves during routing operations.
A port is the most essential object in a qualified part and serves as the associative
connecting point between other qualified parts, stock, or routing paths.
Port Elements
1. Origin
2. Alignment vector
Fitting
A Fitting port is used for part placement and alignment as well as for orienting
the part (clocking the part) in the routing assembly. It also serves as the
connection point for paths.
When creating a port, you can accept the default name NX supplies, or apply
your own name to it.
While creating an anchor, you can use the default name NX supplies, or apply
your own name to it.
• You can qualify individual components to which these fittings attach, such
as the components in the top level of your assembly. The ports must be
WAVE linked into the routing subassembly if you are using a subassembly
for your routing.
Start: rtg1_filter
End: rtg1_filter_q
rtg1_placepart_1
rtg1_placepart_2
rtg1_placepart_3
rtg1_placepart_4
Purpose
In this course, you will learn how to add qualified parts to a routing assembly.
Objectives
Upon completion of this lesson, you will be able to:
• Place and orient a qualified part into a routing.
• Use search criteria to select a standard part from the Routing Parts Library.
Generally the first step in building a routing assembly is to generate paths, and
then add stock and qualified parts to them.
rtg1_addstock_1
A routing assembly generally consists of routing paths upon which stock and
qualified parts are placed. Qualified parts are those parts to which routing specific
intelligence has been applied for the express purpose of placing and orienting
them into a routing assembly. These parts can either be your own qualified
parts or standardized parts like fittings, valves, and devices generated from the
Routing Part Library.
The Place Part command provides you with the interface for selecting and placing
qualified parts into your routing assembly.
Placing parts is a two step process. First you select a qualified part and then place
it in the routing assembly. When you initially select Place Part, the Specify Item
dialog box opens. From this interface, you select the part.
Folder View
The Folder View area contains an indent list of the part catalogs in the Routing
Part Library. The Discipline specified by the Routing Preferences determines
which catalog of standard parts is presented to you in the Folder View.
Right-click an item node in the Folder View box and choose Search Children
to open the Routing Reuse Search dialog box. Here you can further filter your
part selection by specifying certain characteristics that appear in the Search
Database list.
You can also review the physical characteristics of a part before selecting it by
right-clicking it and choosing Show Part Attributes. The Information window
lists various attributes like the part’s name, its part family template, its size and
object characteristics.
Select Existing Part
Use Select Part to place multiple occurrences of a part that is already in your
routing assembly. You can then select the part from the Loaded Parts box.
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Click Open to search for any part on your operating system.
Required/Optional Characteristics
User-defined characteristics, such as REFERENCE_ID, NO_REPORT, and
OPERATING_PRESSURE, can be assigned to a part before it is placed into the
routing assembly. The REFERENCE_ID characteristic must be unique; duplicates
cannot occur within the same assembly.
Once you select a part from the Specify Item dialog box, the Place Part dialog
box opens, allowing you to insert and orient your part into the routing assembly.
Select Object
Use Select Object to place a part on a routing path. You can place parts directly
onto a path or segment RCP. Use the Point dialog to specify other types of part
placement.
• Reference Set
• Destination Layer
Placement Solutions
When the part is initially placed on the routing, it aligns its ports to the routing
object you selected. If more than one placement solution is possible, you can
cycle through all of the available placement solutions by clicking Back to First
Solution, Previous Solution, or Next Solution.
Clicking the left mouse button in the graphics window has the same effect as
clicking Next Solution.
rtg1_placepart_3
Before you can select a standard part, you must select a discipline.
rtg1_placepart_4
Just as you can generate a routing with automatic bend segments, you can
likewise set NX to include standard elbows in a routing path as you create it.
• The elbow is the only member in the part family table that matches the
Destination Characteristics of the path.
rtg1_placepart_4
Purpose
In this course, you will learn how to select stock from the Routing Part Library to
apply to a routing assembly.
Objectives
After you complete this lesson, you will be able to:
• Use the Specify Item dialog box to select stock.
Stock is the solid material which is added to a routing segment and connects parts
along a path in the routing. NX models stock by sweeping profile curves along the
individual routing segments. Stock can carry its own characteristics such
as NPS ratings, profile and material specifications, and can be displayed with
varying levels of detail.
Achtung:
Bei B+V ist “Stock as Component“ nicht vorgesehen!
The Routing Preferences can be used to set up your preferred stock type, display,
and creation mode.
The Disciplines tab
The Disciplines tab in Routing Preferences dialog box sets the current
Discipline. A Discipline determines the type of stock that is available for selection
from the Routing Part Library.
The Stock dialog box provides you with the interface to select and apply stock to
your routing.
• Path
• Branch
• Routing
Preferred Stock
To apply a preferred stock, select Preferred Stock from the drop-down list in
the Stock group.
Specified Stock
When you select Specified Stock, you must then click Specify Stock in order to
complete your selection from the Routing Part Library.
Once you make your stock selection, its name appears in the Stock group.
Settings
Defines the display style of the stock. You can choose from:
• Centerline
• Simple Solid
• Detailed Solid
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Remove Existing Stock
Removes any previously placed stock on the segment or path you select.
Orientation
Defines the angular orientation of non-round stock.
Preview
Lets you view the stock according to the display style before actually placing it
on a routing segment or path.
When you click Specify Stock, the Specify Item dialog box opens. Here you can
select a stock from the Routing Part Library to apply to your routing path.
Folder View
The Folder View at the top of the Reuse Library group contains an indent list of
the stock in the Routing Part Library. The stock available in this list is determined
by the Discipline specified under Routing Preferences.
Search Children opens the Routing Reuse Search dialog box, letting you
filter your search according to a certain set of characteristics, such as NPS and
material.
Member View
The Member View lists all members of a stock part family, or in the case where
the selection has been previously filtered from the Routing Reuse Search dialog
box, only those family members whose characteristic(s) match the selected
search criteria.
As you work with stock, you may want to change its display characteristics. To set
the default stock display, choose Preferences→ Routing, then on the Stock tab,
select one of three possible options from the Style list.
Centerline (1)
Simple (2)
Detail (3)
Once you have placed stock onto a routing segment, you can change it by
selecting a different stock from the Routing Part Library. There you can select
stock with different NPS ratings or material specifications. If only one piece of
stock resides in your part, you use the Stock dialog box to change it. If more than
one stock item exits in your part, you can then utilize the Stock Browser to
individually select and edit any stock or overstock applied to your routing assembly.
• Detailed Solid
Remove Stock
Removes the currently assigned stock
from one or more routing segments.
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Activity: Add stock to routing paths
In situations where you are working with non-round stock, you will often need
to reorient it.
After you complete this section, you will be able to:
• Edit the display of existing stock.
You can change the orientation of various types of stock on one or more path
segments.
After you complete this section, you will be able to:
• Rotate a section of the angled beam stock using two different rotation
methods.
When you create stock, a port is placed at its start and its end point. The ports
are used to specify the stock’s origin, alignment, and relative orientation with
other routing objects.
On cylindrical stock such as pipe or tubing, each port consists of:
• A small circle at the port’s origin used for positioning the stock.
• A large vector symbol that shows the normal direction of the alignment.
For non-round stock such as aluminum channel or angle iron, a rotation vector is
added to the port to orient the profile of the stock about its origin.
When working with structural stock such as angle iron or I-beams, the stock’s port
rotation vector determines its initial orientation on the path. In many cases you
may need to change this orientation after the stock has been placed.
Orientation
The options in the Orientation group provide the tools for rotating non-round
stock.
To see a dynamic image of the stock rotate along with your cursor, make sure the
Preview check box is selected.
Flip Stock
Mirrors the stock profile through the plane of its port alignment and rotation
arrows.
Use Split Duct to create divisions for rectangular stocks at a stock port or a fitting
port. You can create divisions vertically or horizontally. Each split of a duct will
result in the creation of a pair of divisions.
You can specify the split using the percentage of the division being split (relative
percentage) or the percentage of the entire cross section (absolute percentage).
The percentages must always add up to 100%.
You can control the default Division Flow type and the Minimum Absolute or
Relative Flow in Customer Defaults→Routing→Mechanical section.
Division methods
The following illustrations provide examples of some vertical and horizontal splits
of an end face of a rectangular stock. In this example, the designer first splits the
entire cross section vertically into two equal parts creating a pair of divisions
named D1 and D2. The percent absolute and relative flows for D1 and D2 are
50% for each division.
Purpose
In this lesson, you will learn how to maintain and update paths and parts in a
routing assembly.
Objectives
After you complete this lesson, you will be able to:
Edit Bend Angle allows you to change the angle value of a bend segment.
To change the angle, type a new value into one the Bend Angle input boxes or
drag the angle handle to the desired value.
After a part has been placed in a routing assembly, use Move Part to change its
location or orientation.
There are five different methods you can use to move a part on a routing.
The Selection Steps vary according to the move method you select.
Disconnect Part removes the constraints on the part that you want to move
so that only the part moves.
The two rotation arrows around the part depict the positive direction of rotation.
Rotate – Revolves the part about the reference point per the Angle value.
The Replace Part command substitutes one routing part for another similar part.
Choose Component
When you select Replace Part, the Choose Component dialog box opens, listing
all the member parts in the assembly.
Design Rules (Minimum Bend Radius, Minimum Straight Length, Locked Spline
Length, and Connection Compatibility) are criteria used to check a routing
assembly for compliance to a set of predefined standards. These design rules are
marked as concurrent and are checked immediately after each routing creation
and edit function. The rules can be defined as Interactive or Batch.
Interactive Check checks all objects against all design rules marked to run in
interactive mode. The current application view defines the set of design rules that
run interactively.
If NX detects a violation, the Design Rule Violation dialog box automatically
opens so that the violation may be reviewed.