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CATIA Basics
Course Presentation
Objectives of the Course
In this course you will learn basic manipulations and tools and get familiar with standard CATIA V5 interface and behaviours
Targeted audience
New CATIA V5 Users
Prerequisites: None
0.5 day
Table of Contents
1. 2. 3. 4. 5. 6. 7. 8.
CATIA User Interface Multi-document Support Workbench Concept Manipulating Objects with the Mouse The Specification Tree Moving Objects Using the Compass Manipulating and Viewing Objects Working with CATIA Documents
Menus Window of active document Tree Icon of active workbench Part Design Toobars of active workbench ...
Tree scrollbar Double arrows mean there are more toolbars Drag the >> sign to move unseen toolbars
You can easily change the layout of CATIA window by hiding or moving toolbars. You can have several documents open at the same time within the CATIA window.
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Double arrows mean there are more toolbars. Drag the >> sign to move unseen toolbars Drag separator to move the toolbar anywhere Click [x] to close the toolbar
Right click (right mouse button) in the prompt zone to quickly access the toolbar list
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Select button to activate the action Click check box to activate the option Inactive field
Click OK to confirm Click Cancel to leave the function Click Preview to pre-visualize the result
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Multi-documents Support
Manipulating Windows
Click to minimize (iconify) Use the Window menu to list Click to maximize & swap open windows (full screen) CATIA window Inactive Document Active Document Click to close
to activate it
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Positioning Windows
It is easy to work with several documents and position them.
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Here 2 documents are open. The second one is active The active document.
Click on any window to make it active (Blue title bar) or select the document by the Window menu: All the documents fits in the available space
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Workbench Concept
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Mechanical Workbenches
Part Design To design parts Sketcher To sketch 2D profiles WireFrame & Surface To Enrich existing mechanical part design with wire frame features and basic surface feature
Current workbench
Assembly Design To Easily establish mechanical assembly constraints, automatically positions parts and checks assembly consistency
Generative & Interactive Drafting To Generate drawings from 3D part and assembly designs and make pure 2D drawings Sheetmetal Design A very intuitive and productive environment to design sheet metal parts
Documents
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Access a Workbench by :
Selecting from the Start Menu or Selecting File / New :
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Select Tools / Customize and drop Knowledge Advisor on the Favorites List
2a
2b
This Assembly Design Workbench can be now access at the Top of the Start Menu
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Favorite Workbenches
Favorite Workbenches are those that CATIA will display for you at each beginning of session in the Welcome panel. Welcome panel is empty by default
Welcome Panel
Favorite Workbenches
Selecting Objects with the Mouse Moving Objects Using the Mouse
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MB2
To manipulate objects
MB3
To display the contextual menu
MB1
To select and edit objects
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Multi-selection:
A standard way: [Ctrl] key
Trapping objects:
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1
Click the object in the geometry or in the tree To de-select an element click in the empty background
MB1
Note that when the cusor is over an object, its shape changes to a pointing finger and the object is highlighted (pre-selected), you have to click to select it
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1
Press [Ctrl] key
Keep [Ctrl] key pressed and select the desired objects (in the tree or in the geometry)
To de-select a single element, click on it while holding the [Ctrl] key
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Drag your cursor while pressing MB1 to trap the desired objects The cursor shape changes to a small hand
Release MB1 Result: Objects completely included in the trap are highlighted and selected
Editing Parts
Editing a part may mean for example modifying the density of the part or the part number (its properties), but most often editing consists in modifying the sketches or the features composing the part. This operation can be done at any time. To edit a sketch , double-click on it in the Specification Tree To edit a feature through definition dialog boxes in order to redefine the parameters of your choice:
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Double-click the feature ( a circular pattern ) to be edited (in the specification tree or in the geometry area).
Modify Parameters
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Move objects
MB2: translation
MB1: Zooming
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Part Number
1
Design Process: Pad.1 before Pocket.1
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Keyboard Shortcut to Hide the Specification Tree : F3 key to hide/show the Tree
Specification Tree
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Part is inactive
Part is active
Or
Part is inactive
Position the cursor anywhere on the History Tree branch and click on MB1
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Click up arrow to display the top of the tree Drag the bar up and down as you wish Click down arrow to display the bottom of the tree
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Position the cursor on a tree branch. The cursor changes to a pointing finger
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Click mouse button 1 (MB1) and drag the mouse to move the tree The cursor changes to a small hand
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1
Click mouse button 1 (MB1) on a tree branch
Expand / Shrink
Note that you can use the scrollbar to display the top or bottom of the tree
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Select the ViewTree ExpansionExpand First Level to see the first level of the Specification Tree
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2
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Note that CATIA, in the same Body, does not consider and display features which are spelling after the active feature defined by Define in Work Object
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If you insert a new Sketch, it is positioned after the active feature defined by Define in Work Object.
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The compass is a powerful tool to move and manipulate objects, especially in Assembly Design, FreeStyle, and Digital Mockup products
When to use it ?
Default orientation of the compass is parallel to reference axis system XYZ Default location of compass is the top right corner of the screen To Pan, Rotate Goemetry in 3D To deform surfaces like patches and define cutting plane in FreeStyle To move components in an assembly and in Digital Mockup To move and rotate elements in the Sketcher, parallel to the sketch plane
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Translation
About Y
Free rotation (Similar to rotating with the mouse) Just grab the top point of the compass and move it
XZ translation
X Translation
Z translation
Normal to compass axis (Similar to Normal View) Just select the desired letter (x, y or z)
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z
X X
Note that the default location and orientation of the Part does not change To position the Compass at its default location and with its default orientation, you can either drag it and drop it onto the reference Axis System (bottom right corner) or select the Reset Compass command in the View menu (very useful when the compass is not visible).
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3
Drop the compass onto a component,
5 Result
To position the Compass at its default location and with its default orientation, you can either drag it and drop it onto the reference Axis System (bottom right corner) or select the Reset Compass command in the View menu (very useful when the compass is not visible).
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Drop the compass onto a component and drag around one axis,
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2
Drop the compass onto a component,
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Result
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3
Move the component using the compass axes and planes
Green compass means the component can be moved To position the compass at its initial place, clik on empty background, on the XYZ axis system, or drag it and drop it onto its anchor point. If you do not see the compass, click on the View > Reset compass menu option (no element selected)
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You will learn the different ways to select, manipulate, and view objects
Manipulating Objects Hiding and Showing Objects Rendering Styles Graphics Properties
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Selecting Objects
You will learn how to select one or more elements using the other tools such as the search command
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Select criteria in the lists: type of object, color, graphic properties... Note that * means any (default) and specify where to search
Click the Search button to start the search Select Add to favoritesbutton
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3 4
Result of the search Objects found are pre-selected in the list (blue field) as well as in CATIA (highlighted)
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Click Select to select the elements in the 3D viewer and OK to close the dialog box
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In the Search dialog box: Select the Advanced tab Specify the Workbench, the type and the color in each field
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Click the Select button to visualize the result in the viewer Click OK to close the dialog box
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The preselection navigator will also let you select elements belonging to the hidden object by clicking on the arrows
3
Click the circle in the center to validate your selection and exit the preselection navigator.
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Magnifier
If objects are overlaid or the visualization gets confused, you can use additional tools
Magnifier :
The Magnifier allows you to select elements while keeping a general view of your geometry. It is activated using the View > Magnifier menu option It opens a window zooming on the elements seen through a rectangular trap
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Examples
Construction elements
Sketcher elements
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Hiding Elements
You can hide construction elements, and 3D elements seen in the sketcher... for better visualization and redisplay them later
You can quickly hide element(s) by right clicking them in the tree (right mouse button) and selecting the Hide/Show option in the contextual menu
1 2
Select the element(s) to hide Click the Hide/Show icon in the View toolbar
Redisplaying Elements
You can redisplay construction and 3D elements previously hidden for visualization purposes
Click the Swap visible space icon in the View toolbar to swap from visible to invisible space The background color changes (i.e. green)
You can quickly redisplay an element by right clicking on the element in the tree (right mouse button) and selecting the Hide/Show option in the contextual menu
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Select the element(s) to redisplay Click the Hide/Show icon Click the Swap visible space icon to go back to visible space Result: the selected elements are visible
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Rendering Styles
You will learn different ways to better visualize your geometry according to your needs
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Standard Styles
Customized Style
Customized
Shading (SHD)
Wireframe (NHR)
You can customize the viewing mode according to your own needs by quickly applying viewing parameters, especially outlines and materials
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2
Select the options you need
Wireframe (NHR) Dynamic Hidden Line Removal Shading (SHD) Shading with Edges Shading with edges & Hidden Edges
Customized...
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Applying Materials
You will learn how to apply, and modify a material to a part
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Rendering (Material Library) workbench New Family Rename Family Remove Family New Material Rename Material Remove Material(s) Apply material toolbar accessible from any 3D workbench Edit Properties Sort Materials (A-Z)
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Library of Materials
Pre-defined materials can be applied to: a PartBody, a Surface, a Body or an OpenBody in a .CATPart document, a Product and instances of a .model, .cgr, .CATPart in a .CATProduct document. Material Library with different families of samples
Link
No link
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Materials Properties
These data will be used for calculation purposes in CATIA.Generative Structural Analysis Note: Appropriate licenses are required to use the Analysis and Drafting tabs
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Material Properties
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General Process
1
Customize the view style
2
Select and apply the desired material
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Activate the parameters you want to see in the customized view (material to see materials)
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Applying a Material
First you need activate the Custom View style to obtain the visualization with the material The Custom View style must activate the Material option (View > Render Style > Customize View)
Click on the Apply Material icon Select the material you want to apply Click on Apply Material for preview (You can try different
material and click Apply Material to check)
You can activate the Link To File option to keep a link with the original material. This will update automatically your the material in your document if a change occurs in the material library (a small arrow means the material is linked)
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The Edit parameter dialog box is displayed. None is default if no material is applied
Note that: You need activate the Custom View style to obtain the visualization with the material The Custom View style must activate the Material option (View > Render Style > Customize View)
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Double click on the material name in the tree (Or use MB3 menu > Properties)
To modify the appearance of the material icon in the tree
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Graphic Properties
You will learn different ways to better visualize your geometry according to your needs
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Painter (1/2)
The Graphic Properties Toolbar is a powerful tool to change easily graphic properties of components
Layer
Painter
Point Symbol
The painter icon lets you apply graphics properties from one object to another.
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Painter (1/2)
Keeping the mouse cursor on the selected entities and with MB3, Select Properties option
With the Graphic Properties Toolbar, select all desired graphic properties
You can select features on the History Tree and change theirs graphics properties
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Painter
Painter (2/2)
First, select elements you want to apply new graphic properties with MB1 + Ctrl
Result
Select the Painter icon and then the reference element in order to obtain the same graphic properties.
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Introduction to V5 Documents
You will learn how to identify CATIA documents
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Terminology
A Product Structure is a way to structure and organize your products logically. You can navigate within the structure and work on its different components A Document is a file including data you will create and manage with the associated workbench (specific extension) A Workbench is a set of tools that allows you to create and manage your geometry
Current document
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Starting CATIA V5
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1
Click the Start menu and keep the key pressed
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Roll over Program, then to the right
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1
Click the right mouse button MB3 to display the contextual menu
2
Roll over New then to the right
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Opening V5 Documents
You will learn how to open new and existing documents and how to lay out document windows
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Note that the extension of the document will be displayed once you save the document
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File menu
Then you have to click the type of document you want to create and click OK
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Click the "Files of type" list to display the list of document types which you want to open Check the Show Preview option to display a preview of the selected file (Available Only on Microsoft Windows NT workstations)
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The list of document types you can open depends on the configurations/products installed and for which you have a license.
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Naming...
You save documents with the same name (this will replace the initial document) under a new name (this will create a document)
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Shortcuts
The document is saved in the same directory with the same name
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1. Browse the file and select the directory where to store the document Saving a document for the first time 2. Give a name to the new document to create 3. Click Save button to confirm
Saving a document to create a new one (Creates a copy) Here, the document is stored in the same folder with a new name. It is a CATPart type document (Part Design workbench)
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Closing a Document
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Click on File > Close... ... or on the Close icon of the document window
If changes have been made but not saved, a pop-up window asks you if you want to save changes
Click on Yes, to save the changes, Click on No to close the document without saving the changes, Click on Cancel to keep the document open.
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In this course you have become familiar with CATIA V5 user interface by practicing basic manipulations and behaviours
You are now able to learn and practice more advanced tools and products
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