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CATIA Training

Foils

CATIA Basics

Version 5 Release 8 January 2002 EDU-CAT-E-COM-FF-V5R8


Copyright DASSAULT SYSTEMES 2002 1

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

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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

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CATIA User Interface


You will learn and practice basic concepts of CATIA user interface

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What about CATIA User Interface ?

Some Key features:


Multi-document support Standard and specific menus & toolbars (File, Edit, Insert...) Standard manipulations (Copy-Paste, Drag & Drop, Edit in place...) Intuitive (Highlighting, copilot, cursor shapes...) Contextual menu (MB3) Specification Tree including all technological features, constraints, relationships ... Workbenches and associated toolbars ...

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CATIA User Interface


Icons to minimize, maximize, or close windows

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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Menus and Toolbars


Toolbars provide quick access to tools which are also available in menus
Use the View menu to activate toolbars

Toolbars that are checked are accessible. Others are hidden.

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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How to Use Dialog Boxes?


Dialog boxes provide parameters for the definition of features. They are standardized and easy to use
Ex: if you double-click on a hole you will get the Hole Definition dialog box Name of the task Select a tab to define particular parameters Select an option in the drop down list Key in a value or click up and down arrows Fields not selectable (locked) Click the question mark and select a field to get help Click the cross to close the dialog box

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

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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

Click to restore initial size (when full screen or minimized)

Click & drag any edge to resize a window

One click on CATIA Document with MB1


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to activate it
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Positioning Windows
It is easy to work with several documents and position them.
1

Click on the Window menu to check the opened documents


1

Select Tile to split the display horizontally or vertically

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

You will learn to access and customize the favorite workbenches

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The Workbench Concept


CATIA is organized into several workbenches. Each workbench is dedicated to a specific work

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

Your work is stored in documents


You will work in documents. There are different types of document depending on the workbench used....

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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Accessing the Workbench (1/2)


You can access all standards Workbenches by the Start menu. To access the Assembly Design Workbench, Start CATIA, then select the Start menu choosing Mechanical Design and Assembly Design

Assembly Design Workbench icon

Access a Workbench by :
Selecting from the Start Menu or Selecting File / New :

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Accessing the Workbench (2/2)


You can insert Assembly Design Workbench in a list of your favorite worbenches and acces it by the Workbench and Worbenches Toolbars.

Select Tools / Customize and drop Knowledge Advisor on the Favorites List

2a

Acces by Worbench Toolbar

2b

Acces by Worbenches Toolbar

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

The welcome panel is also available by clicking on Workbench icon


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Manipulating Objects with the Mouse


You will learn the different ways to select, manipulate, and view objects with the Mouse

Selecting Objects with the Mouse Moving Objects Using the Mouse

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Selecting and Editing Objects with the Mouse


You will learn how to select one or more elements using the mouse

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The Mouse Functions

MB2
To manipulate objects

MB3
To display the contextual menu

MB1
To select and edit objects

MB means Mouse Button

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What about Selecting Objects ?


Simple Selection :
To select an object you press the left button of the mouse, also called mouse button 1 (MB1)

Selection of Geometry or Tree Feature :


You can either select an object (or several objects) geometry or its corresponding feature in the tree. Selecting the geometry will highlight the tree feature(s) and vice versa

Multi-selection:
A standard way: [Ctrl] key

Trapping objects:

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Selecting One Object


Standard way to select one object is to use mouse button 1 (left button) also called MB1 and click the object in the geometry or in the tree

Select mode icon

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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Selecting Several Objects Using the [Ctrl] Key


Using the Control key is a standard Windows way to select several elements (multi-selection)

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

Release [Ctrl] key to end the selection

To de-select elements click in the empty background


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Selecting Several Objects Using the Trap Tool


Trapping several objects to select them

Select the down arrow of the Select icon


Intersecting Trap
Selecting Trap

Select the Selection trap icon

3
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

To de-select elements, click in the empty background


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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:
1

Double-click the feature ( a circular pattern ) to be edited (in the specification tree or in the geometry area).

The Circular Pattern Definition dialog box appears

Modify Parameters
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Moving Objects with the Mouse


You will get familiar with panning, rotating, and zooming capabilities of CATIA V5 using the Mouse

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Manipulating objects with the Mouse

Move objects

MB2: translation

MB2 + MB1: Rotation

MB1: Zooming
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The Specification Tree


You will get familiar with using the Specification Tree

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What About the Specification Tree?


CATIA V5 provides a generic specification modeler which lets you view and modify objects (features, sketches, ) The hierarchy of features is called the Specification Tree. Its structure varies with the kind of document being edited.

Part Number

1
Design Process: Pad.1 before Pocket.1

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Hide and Show the Tree

Keyboard Shortcut to Hide the Specification Tree : F3 key to hide/show the Tree

Specification Tree

To display Specification Tree, click again on F3 key

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Activate and Deactivate the Tree

Keyboard Shortcut to Manipulate Objects :


[Shift] + F3 to activate Tree or Objects

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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Moving the Tree


Using the Scrollbar
When the size of the tree exceeds the window you can use the scrollbar to display the tree downward or upward

Not Using the Scrollbar


Moving the tree anywhere

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

1
Position the cursor on a tree branch. The cursor changes to a pointing finger

2
Click mouse button 1 (MB1) and drag the mouse to move the tree The cursor changes to a small hand
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Expanding & Zooming the Tree

Geometry dimmed while zooming the tree

1
Click mouse button 1 (MB1) on a tree branch

Click on + to expand, on - to shrink the tree

Expand / Shrink

Zoom in and out as for the geometry (see job aid)

To reactivate the geometry, click again on a tree branch

Note that you can use the scrollbar to display the top or bottom of the tree
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Expanding & Collapsing the Specification Tree


1
File + Open

2 3

Select the ViewTree ExpansionExpand First Level to see the first level of the Specification Tree

Reselect View->Tree Expansion>Expand Second Level

Then select Collapse ALL to collapse the tree

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Scan the Design Process


There is a powerful tool to show the Part History step by step in order to visualize design process.

Select Edit / Scan or Define In Work Object

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You can select forward at each step to scan all steps


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Define in Work Object (1/2)


With the Specification Tree, you can insert Features

Select a feature on the Tree with MB1

Select with MB3, Define in Work Object option

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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Define in Work Object (2/2)

If you insert a new Sketch, it is positioned after the active feature defined by Define in Work Object.

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Moving Objects Using the Compass


You will learn how to take advantage of the compass to manipulate objects

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What is the Compass ?

The compass is a powerful tool to move and manipulate objects, especially in Assembly Design, FreeStyle, and Digital Mockup products

Base of the compass (or privileged plane) Default is XY plane

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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Simple Use of the Compass (1/2)


Rotation

1 Select one of the compass axis or plane


About Z

Drag the cursor. The geometry moves accordingly

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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Simple Use of the Compass (2/2)


Drag around Z axis.

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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Drop the Compass onto a Component (1/3)


The component move relative to the origin.

1 Click the red square of the compass

2 Drag the red square of


the compass,

3
Drop the compass onto a component,

4 Select the desired axis (or plane)


of the compass and drag it

Compass is now green

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 (2/3)


Default orientation change

Initial orientation of the Part

Drop the compass onto a component and drag around one axis,

3 Final orientation of the Part


The default location and orientation of the Part changes relative to the origin when you drop the compass onto a component

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Drop the Compass onto a Component (3/3)


You can move specific features with the compass

1 Click and drag the red square of the


compass

2
Drop the compass onto a component,

3 4 Select one element of the


Compass (axis,plane..)
Select the Feature you wants to move

5
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Result
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Moving One Component in an Assembly


You can move and drag instances on the Assembly with the Compass

Click and drag the red square of the compass,

3
Move the component using the compass axes and planes

Drop the compass onto a component,

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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Manipulating and Viewing Objects

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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Selecting Objects Using the Search Command (1/2)


There is a powerful way to multi-select objects using criteria (type, color, name, and other properties, etc) in a document or in a whole product structure

Edit Search or Ctrl+F

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

3 4

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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Selecting Objects Using the Search Command (2/2)

Click OK to confirm the operation

In the Search dialog box: Select the Favorites tab

7
Click Select to select the elements in the 3D viewer and OK to close the dialog box

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Selecting Objects Using a Multi-Search Criteria


1
Start menu: Select Edit Search

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 Search button to start the search

Click the Select button to visualize the result in the viewer Click OK to close the dialog box
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Selecting Using the Preselection Navigator


This task explains how to use the preselection navigator (or the keyboard arrows) for selecting hidden or coincident elements
2 1

Position your pointer over the object you want to select.

Press any keyboard arrow. The preselection navigator appears.

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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Hiding and Showing Objects

You will learn how to hide and redisplay objects

From Visible ...

... To Invisible Space


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When to Hide Elements?


To clarify visualization temporarily, in 3D or in the Sketcher, or to get rid of construction elements but still keep them accessible

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

Result: the selected elements are hidden. The display is clearer...


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... and icons of hidden elements are dimmed in the tree


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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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What are the Different Rendering Styles?


You will use material for realistic and nice pictures, shading mode for regular work, and edges for easy selection, ...

Standard Styles

Customized Style

Customized

Shading (SHD)

Wireframe (NHR)

Shading with edges & hidden edges

Shading & edges

Hidden Lines Removal (HLR)

You can customize the viewing mode according to your own needs by quickly applying viewing parameters, especially outlines and materials

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Applying Rendering Styles

Wireframe (NHR) Dynamic Hidden Line Removal Shading (SHD)

Shading with Edges

1 Click on the white arrow close to the 2


rendering style icon Then select the style you want to apply. It will be applied automatically to the geometry

Shading with edges & Hidden Edges Customized...

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Modifying Rendering Styles


1

Select the View > RenderStyle > Customize View menu

2
Select the options you need

Wireframe (NHR) Dynamic Hidden Line Removal Shading (SHD) Shading with Edges Shading with edges & Hidden Edges

Customized...

Apply the new style

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Applying Materials
You will learn how to apply, and modify a material to a part

Material applied to a part and toolbar

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Accessing the Rendering Workbench


Start menu > Infrastructure > Material Library

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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What About Materials?


The Apply Material tool

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

To Keep a Link or not...


You can apply a material and keep a link (automatic update when original material modified)

Link

No link
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Materials Properties

Material Physical Properties


Applying materials affect the physical and mechanical properties of elements, for example density

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

2 Apply the Customized


view style

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Modifying the Customized View Style


1

Activate the parameters you want to see in the customized view (material to see materials)

Click OK to confirm the customized view style

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Activate the Customized View icon to apply it to the visualization


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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)

Select the PartBody to which you want to apply a material

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)

Click on OK to confirm the choice

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Quickly Applying Another Material


The Material Parameter is always displayed in the specifications tree; its default value is set to None 1
Double-click on the Material feature in the tree

The Edit parameter dialog box is displayed. None is default if no material is applied

Type the name of another material and click on OK to confirm

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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Modifying a Material Properties

1
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

2 Modify the parameters


The Drafting tab allows you to change the color and pattern of the material for Drafting purposes The Analysis tab allows you to check and modify the physical properties of the material

To modify the color of the material and other parameters...

3
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Click OK to confirm the changes


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Graphic Properties
You will learn different ways to better visualize your geometry according to your needs

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What is about Graphic Properties ?

Painter (1/2)

The Graphic Properties Toolbar is a powerful tool to change easily graphic properties of components

Layer

Fill Color & Transparency

Painter

Line Thickness & Type

Point Symbol

The painter icon lets you apply graphics properties from one object to another.
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Change Graphic Properties


1
Select elements with MB1

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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Working with CATIA


You will learn how to start CATIA, and open, save, and close V5 documents

Introduction to V5 Documents Opening V5 Documents Saving and Closing Documents

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Introduction to V5 Documents
You will learn how to identify CATIA documents

Workbenches and Documents

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What about CATIA Documents ?


When working in CATIA you create, modify and save geometry within documents. Documents are containers

Different Types of Documents


The type of the document depends on the workbench you will use to create and modify the geometry: Assembly Design
.CATProduct file extension

Current workbench Current document (blue title bar)

Part Design Sketcher WireFrame & Surface


.CATPart file extension

Generative & Interactive Drafting


.CATDrawing file extension

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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 (or active) workbench Not active documents have a

grey title bar


Workbench toolbars...

Current document

blue title bar

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Starting CATIA V5

You will learn how to start CATIA V5

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Starting CATIA Using the Start Menu (PC)

1
Click the Start menu and keep the key pressed

2
Roll over Program, then to the right

Roll over CATIA, then to the right

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Starting CATIA Using the Contextual Menu (PC)

1
Click the right mouse button MB3 to display the contextual menu

2
Roll over New then to the right

Release the key when over CATIA Part

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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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What about Opening Documents


There are different types of CATIA documents. Each type of document is associated with a workbench.However, you can work in a document using different workbenches

After Save the document

Note that the extension of the document will be displayed once you save the document

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Opening New Documents


1 2

File menu

Opening New documents

Then you have to click the type of document you want to create and click OK

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Opening an Existing Document


1
Select the File Open... Command in CATIA menu Or Click the Open icon

In the File Selection box: Select the file location

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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Click Open to visualize in the viewer your Selected document

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Saving and Closing Documents

You will learn the different ways to save documents

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What about Saving Documents ?


There are different ways to save CATIA documents.

When & Why?


You save documents after modifying them to create new ones

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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Saving a Document with the Same Name


There are different ways to save changes made in a document. You can also save an existing document to create a new one

Saving an existing document

Shortcuts

The document is saved in the same directory with the same name

Press [Ctrl] and [s] keys simultaneously

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Saving a Document with a New Name


This procedure creates a new document

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
1

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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