1 catia basics

7/28/2019 1 Catia Basics

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CATIA Basics

CATIA TrainingFoils


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Course Presentation

0.5 day

Targeted audienceNew CATIA V5 Users

Prerequisites:

None

Objectives of the CourseIn this course you will learn basic manipulations and tools and get familiar

with standard CATIA V5 interface and behaviours


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Table of Contents

1. CATIA User Interface

2. Multi-document Support

3. Workbench Concept

4. Manipulating Objects with the Mouse

5. The Specification Tree

6. Moving Objects Using the Compass

7. Manipulating and Viewing Objects

8. Working with CATIA Documents


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You wil l learn and p ract ice basic co ncepts of CATIA us er interface

CATIA User Interface


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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 alltechnological features, constraints,

relationships ...

Workbenches and associated toolbars ...

What about CATIA User Interface ?


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Menus

Tree

Icons to minimize, maximize,

or close windows

Toobars of active

workbench

...

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.

CATIA User Interface

Double arrows mean

there are more

toolbars Drag the >>sign to move unseen

toolbars

Icon of active workbench

Part DesignWindow of

active

document

Tree scrollbar


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Toolbars provide quick access to tools

which are also available in menusUse the View menu

to activate toolbars

Drag separator to

move the toolbaranywhere

Menus and Toolbars

Click [x] to

close thetoolbar

Right click (right mouse button) in the

prompt zone to quickly access the

toolbar list

Toolbars that are checked

are accessible. Others are

hidden.

Double arrows mean

there are more

toolbars. Drag the >>

sign to move unseen

toolbars


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Dialog boxes provide parameters for the definition

of features. They are standardized and easy to use

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)

Select button to activate the action

Click check box to activate the option

Inactive field

Click OK to confirm

Click Preview to pre-visualize the

result

Click Cancel to leave the function

Click the cross to close the dialog box

Click the question mark and select a field to get help

How to Use Dialog Boxes?

Ex: if you double-click on a hole you will get the Hole

Definition dialog box


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Multi-documents Support


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Click to minimize (iconify)

Click & drag any edge to

resize a window

Click to maximize

(full screen)

Click to restore initial size

(when full screen or

minimized)

Active

Document

Click to closeCATIA window

Manipulating Windows

Use the Window menu to list

& swap open windows

Inactive

Document

One click on CATIA Document with MB1 to activate it


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I t is easy to wo rk with severa l documents and posi t ion them.

Positioning Windows

All the documents fits

in the available space

The active document.

Click on the Window menu to check the opened

documents1

1

2

Here 2 documents are

open. The second one is

active

Select Tile to split the display

horizontally or vertically

Click on any window to make it active

(Blue title bar) or select the document

by the Window menu:


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You w il l learn to access and cu stom ize the favori te wor kbenches

Workbench Concept


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The Workbench Concept

Mechanical Workb enches

Part DesignTo design parts

SketcherTo sketch 2D profiles

WireFrame & SurfaceToEnrich existing

mechanical part design with wire frame features

and basic surface feature

Assembly DesignToEasily establishmechanical assembly constraints, automatically

positions parts and checks assembly

consistency

Generative & Interactive DraftingTo

Generate drawings from 3D part and assembly

designs and make pure 2D drawings

Sheetmetal DesignA very intuitive and

productive environment to design sheet metal

parts

CATIA is org anized into s everal work benches. Each work bench is dedicated to a

speci f ic work

You will work in documents. There are different types

of document depending on the workbench used....

Your work is stored in docum ents

Current workbench

Documents


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Accessing the Workbench (1/2)

To access the Assembly

Design Workbench,

Start CATIA, then select the

Start menu choosing

Mechanical Designand

Assembly Design

Assembly DesignWorkbench icon

You can access all standards Workbenches by the Start menu.

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 Workbenchin a list of your favorite worbenches and

acces it by the Workbench and Worbenches Toolbars.

1Select Tools / Customize and drop Knowledge Advisor

on the Favorites List 2a

2b

Acces by Worbench Toolbar

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 Workbench es are those that CATIA w il l disp lay

for you at each beginning of session in the Welcome

panel. Welcome panel is empty by default

The welcome panel is also available by clicking on Workbench icon

Welcome

Panel

Favorite

Workbenches


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You wil l learn the dif ferent ways to select, manipu late, and view o bjectswi th the Mouse

Selecting Objects with the MouseMoving Objects Using the Mouse

Manipulating Objects with the Mouse

S O


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You w il l learn how to select one or more elements using the mou se

Selecting and Editing Objects with the Mouse


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The Mouse Functions

MB2

MB3

MB1

MB means Mouse Button

To manipulateobjects

To display the

contextual menu

To select and

edit objects

Wh t b t S l ti Obj t ?


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What about Selecting Objects ?

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

Simple Select ion :

Mult i -select ion:

Select ion of Geometry or Tree Feature :

To select an object you press the left button of the

mouse, also called mouse button 1 (MB1)

A standard way: [Ctrl] key

Trapping objects:

+

+

S l ti O Obj t


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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

Click the object in

the geometry or in

the tree

To de-select anelement click in the

empty background

Select mode icon

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

1

MB1

Selecting One Object

S l ti S l Obj t U i th [Ct l] K


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1

Press [Ctrl] key

2

Using the Control k ey is a standard Windows w ay to select several elements (mult i-selection)

Keep [Ctrl] key pressed and select the

desired objects (in the tree or in the

geometry)

To de-select elements click in the empty background

Selecting Several Objects Using the [Ctrl] Key

3 Release [Ctrl] key to endthe selection

To de-select a single element, click on

it while holding the [Ctrl] key

Selecting Several Objects Using the Trap Tool


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Trapping several objects to select them

1

Select the down arrow of the

Select icon

2

Drag your cursor while

pressing MB1 to trap the

desired objects

Result: Objects completely

included in the trap are

highlighted and selected

To de-select elements, click in the empty background

Selecting Several Objects Using the Trap Tool

The cursor shape changes

to a small hand

3Release MB1

Select the Selection trap icon4

Intersecting Trap

Selecting Trap

Editing Parts


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Edit ing a part may m ean for examp le modi fy ing the densi ty of the part or the

part number (i ts proper t ies), but mo st of ten edi t ing consists in m odi fy ing the

sketches or th e features compos ing the part. This operat ion can be done at

any time.

To edit a sketch , do uble-cl ick on it in the Specif icat ion Tree

Editing Parts

1

To edit a feature through defini t ion dialog box es in order to redefine

the parameters of your ch oice:

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

2 Modify Parameters

Moving Objects with the Mouse


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You w il l get fam il iar w ith pannin g, rotating, and zoom ing c apabi l i t ies of

CATIA V5 usin g the Mouse

Moving Objects with the Mouse

Manipulating objects with the Mouse


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Manipulating objects with the Mouse

Move objects

MB2:

translation1

2

3

MB2 + MB1:

Rotation

MB1:

Zooming

The Specification Tree


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You wil l g et fam il iar w ith us ing the Specif icat ion Tree

The Specification Tree

What About 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.

1

2

Design Process:

Pad.1 before Pocket.1

Part Number

Hide and Show the Tree


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Hide and Show the Tree

Keyboard Shortcut to Hide the Specification Tree :

F3key to hide/show the Tree

To display Specification Tree, click again

on F3 key

Specification Tree

Activate and Deactivate the Tree


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Activate and Deactivate the Tree

Keyboard Shortcut to Manipulate Objects :

[Shift] + F3to activate Tree or Objects

Or

Position the cursor anywhere on

the History Tree branch and click

on MB1

Part is active

Part is inactive

Part is inactive

Moving the Tree


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Position the cursor

on a tree branch.

The cursor changes

to a pointing finger

1

Click mouse button 1

(MB1) and drag the

mouse to move the tree

The cursor changes to

a small hand

2

g

Click up arrow to display

the top of the tree

Click down arrow to

display the bottom of

the tree

Drag the bar up and

down as you wish

Using the Scrollbar Not Using the Scrollbar

Moving the tree anywhereWhen the size of the tree

exceeds the window you can

use the scrollbar to display the

tree downward or upward

Expanding & Zooming the Tree


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3Zoom in and

out as for the

geometry (see

job aid)

1

2 To reactivate the geometry, clickagain on a tree branch

Expand / Shrink

Click on + to expand,

on - to shrink the tree

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Geometry dimmed while zooming the tree

Click mouse

button 1 (MB1)

on a treebranch

Note that you can use the scrollbar to display the top or bottom of the tree

Expanding & Collapsing the Specification Tree


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1

2

Reselect View->Tree Expansion-

>Expand Second Level

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Select the ViewTree ExpansionExpand First Levelto see the first level of the Specification Tree

File + Open

3

Then select Collapse ALLto collapse the tree

4

2

3

4

Scan the Design Process


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There is a powerful tool to show the Part History step by step in order to

visual ize design proc ess.

1 Select Edit / Scan or Define In Work Objec t

2 You can select forward at eachstep to scan all steps

Define in Work Object (1/2)


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With th e Specif ication Tree, you c an insert Features

1

2

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 Def ine in Work Object

Define in Work Object (2/2)


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If you insert a new Sketch, it is positioned after the active

feature defined by Define in Work Object .3

Moving Objects Using the Compass


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You wil l learn how to take advantage of the

com pass to manipulate objects

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What is the Compass ?


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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

Default orientation of the compass is

parallel to reference axis system XYZ

Default location of compass is the topright corner of the screen

When to use it ?

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

Simple Use of the Compass (1/2)


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Rotation

XZ translation X Translation Z translation

1 Select one of the compass axis or plane

About Z

About Y

Translation

Free rotation (Similar to

rotating with the mouse)

Just grab the top point of thecompass and move it

Drag the cursor.The geometry moves accordingly

2

Normal to compass axis (Similar to

Normal View)

Just select the desired letter (x, y or z)

Simple Use of the Compass (2/2)


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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).

Drag around Z axis.

Note that the default location and

orientation of the Part does not change

zz

yy

X X

Drop the Compass onto a Component (1/3)


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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).

Click the red square of the compass1

3

Compass is now green

Drag the red square of

the compass,2

4 Select the desired axis (or plane)

of the compass and drag it

Drop the compass

onto a component,

5 Result

The com pon ent move relat ive to the origin.



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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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3

Initial orientation of the PartDrop the compass onto a component and

drag around one axis,

Default or ientat ion ch ange

Final orientation of the Part



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1 Click and drag the red square of thecompass

2

Drop the compass onto

a component,

3

Select the Feature you

wants to move4 Select one element of the

Compass (axis,plane..)

5 Result

You can move specific features with the compass

Moving One Component in an Assembly


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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)

Click and drag the redsquare of the compass,1

2

Green compass means the

component can be moved

Drop the compass onto

a component,Move the component

using the compass axes

and planes

3

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

Manipulating and Viewing Objects


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You wil l learn the dif ferent w ays to

select, manipu late, and view objects

Manipulating ObjectsHiding and Showing Objects

Rendering Styles

Graphics Properties

Selecting Objects


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You w il l learn how to select one or more elements using the

other too ls such as the search command

There is a powerful way to multi-select objects using criteria (type, color,

Selecting Objects Using the Search Command (1/2)


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p y j g ( yp , ,

name, and other properties, etc) in a document or in a whole product structure

Edit Search orCtrl+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 search3

2

Result of the search Objects found

are pre-selected in the list (blue

field) as well as in CATIA

(highlighted)

2

3

1

Select Add to

favoritesbutton

4

4

Selecting Objects Using the Search Command (2/2)


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Click OK to confirm the operation5

7

Click Select to select the elements in the 3D

viewer and OK to close the dialog box

In the Search dialog box:

Select the Favorites tab6

7

Selecting Objects Using a Multi-Search Criteria


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Start menu:

Select Edit Search1

3Specify the Workbench,

the type and the color in each

field

In the Search dialog box:

Select the Advanced tab2

Click the Search button to start

the search4

Click the Select button to

visualize the result in the viewer5

Click OK to close the dialog box6

Selecting Using the Preselection Navigator


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12 Press any keyboard arrow.

Position your pointer over the object you

want to select.

This task explains how to use the preselection navigator (or the keybo ard

arrows) for selecting h idden or coinc ident elements

The preselection navigator

appears.

The preselection navigator will also let you

select elements belonging to the hidden objectby clicking on the arrows

3 Click the circle in the center to validate your selection and exit the preselection

navigator.

Magnifier


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If objects are overlaid or the visualization gets confused, you can use

additional tools

Magnif ier :

The Magnifier allows you to select elements

while keeping a general view of your

geometry. It is activated using the View >

Magnifiermenu option

It opens a window zooming on the elementsseen through a rectangular trap

Hiding and Showing Objects


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You w il l learn how to hide and

redisplay objects

From Visible ...

... To Invisible Space

When to Hide Elements?

To clarify visualization temporarily in 3D or in the Sketcher or to get


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To clarify visualization temporarily, in 3D or in the Sketcher, or to get

rid of construction elements but still keep them accessible

Construction elements

Sketcher elements

Examples

You can hide construction elements and 3D elements seen

Hiding Elements


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You can hide construction elements, and 3D elements seen

in the sketcher... for better visualization and redisplay them

later

Click the Hide/Show icon in the View toolbar

1 Select the element(s) to hide

2

Result: the selected elements are

hidden. The display is clearer...

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

... and icons of hidden elements

are dimmed in the tree

You can redisplay construction and 3D elements previously hidden

Redisplaying Elements


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p y p y

for visualization purposes

1

The background color changes (i.e. green)

3Click the Hide/Show icon

Select the element(s) to redisplay2

4Click the Swap visible space icon to go

back to visible space

Result: the selected elements are visible

Click the Swap visible space icon in the View

toolbar to swap from visible to invisible space

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

Rendering Styles


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You wil l learn dif ferent ways to b etter visu alize your

geometry according to yo ur needs

What are the Different Rendering Styles?

You will use material for realistic and nice pictures, shading mode

f l k d d f l ti


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Shading (SHD) Wireframe (NHR)

Hidden Lines Removal

(HLR)

Shading & edges

for regular work, and edges for easy selection, ...

You can customize the

viewing mode according to

your own needs by quicklyapplying viewing

parameters, especially

outlines and materials

Standard Styles Custom ized Style

Customized

Shading with edges & hidden

edges

Applying Rendering Styles


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Click on the white arrow close to the

rendering style iconThen select the style you want to apply.

It will be applied automatically to the

geometry

1

2

Wireframe (NHR)

Dynamic Hidden Line Removal

Shading (SHD)

Shading with Edges

Shading with edges & Hidden Edges

Customized...

Modifying Rendering Styles


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1

Select the View

> RenderStyle

> Customize View menu

2

Select the

options you

need

3

Apply the new style

Wireframe (NHR)

Dynamic Hidden Line Removal

Shading (SHD)

Shading with Edges

Shading with edges & Hidden Edges

Customized...

Applying Materials


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You w il l learn how to apply, and modify a mater ia l

to a part

Material applied to a part andtoolbar

Accessing the Rendering Workbench

Start menu > Infrastructure > Material Library


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Start menu > Infrastructure > Material Library

New FamilyRename Family

Remove Family

New Material

Rename Material

Remove Material(s)

Edit Properties

Sort Materials (A-Z)

Rendering

(Material Library)

workbench

Apply material

toolbar accessible

from any 3D

workbench

What About Materials?


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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.

The Apply

Material tool

Material Library with different families of samples

You can apply a material and keep a link (automatic

update when original material modified)

Link No link

To K eep a Lin k o r no t...

L ibrary of Mater ials

Materials Properties


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Material 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

Material Phys ical Propert ies

General Process


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Select and apply the

desired material

2

Customize the view

style

Apply the Customized

view style

2

1

Modifying the Customized View Style


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1

Activate the parameters

you want to see in the

customized view (materialto see materials)

2

Click OK to confirm the

customized view style3

Activate the Customized View icon to apply

it to the visualization4

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)


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Select the PartBody to which

you want to apply a material1

Click on the Apply

Material icon2

Select the material you

want to apply3

Click on Apply Material for

preview (You can try differentmaterial and click Apply Material

to check)

4

Click on OK to confirm the

choice

5

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 materialis linked)

Quickly Applying Another Material

The Material Parameter is always displayed in the specifications tree;

its default value is set to None


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2 The Edit parameter dialog box isdisplayed. None is default if no

material is applied

Double-click on the Material feature

in the tree1

Type the name of another material

and click on OK to confirm3 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)

Modifying a Material Properties


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Double click on the materialname in the tree

(Or use MB3 menu >

Properties)

1To modify the appearance of

the material icon in the tree

To modify the color of the

material and other

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

3

2 Modify the parameters

Click OK to confirm the

changes


Graphic Properties


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geometry according to yo ur needs

What is about Graphic Properties ?Painter (1/2)

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

ti f t


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Line Thickness & TypePoint Symbol

Layer

Fill Color & Transparency Painter

The painter icon lets you apply graphics properties from one object to

another.

properties of components

Change Graphic PropertiesPainter (1/2)

1 Select elements with MB1 2Keeping the mouse cursor on the selected entities

and with MB3, Select Properties option


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You can select features on the History Tree and change theirs graphics

properties

2 With the Graphic PropertiesToolbar, select all desired

graphic properties

Painter Painter (2/2)


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Result

Select the Painter icon and then the reference element

in order to obtain the same graphic properties.

First, select elements you want to apply new

graphic properties with MB1 + Ctrl1

2

3

Working with CATIA


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Introduction to V5 Documents

Opening V5 Documents

Saving and Closing Documents

You w il l learn h ow to s tart CATIA, and open, save, and close V5 docum ents

You w il l learn how to ident i fy CATIA doc uments

Introduction to V5 Documents


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Workbenches and Documents

When working in CATIA you create, modify and save geometry

within documents. Documents are containers

What about CATIA Documents ?


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Assembly Design

Part Design

Sketcher

WireFrame & Surface

Generative &

Interactive Drafting

.CATProduct file extension

Dif ferent Types o f Docum ents

The type of the document depends on the

workbench you will use to create and

modify the geometry:

Current workbench

Current document

(blue title bar)

.CATPart file extension

.CATDrawing file extension

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

Terminology


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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

Current document

blue title bar

Workbench

toolbars...

Not activedocuments have a

grey title bar

Starting CATIA V5


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You wil l learn how to start CATIA V5

Starting CATIA Using the Start Menu (PC)


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1

2

Click the Start menu

and keep the key

pressed

Roll over Program, then

to the rightRoll over CATIA,

then to the right

3

Starting CATIA Using the Contextual Menu (PC)


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1

2Click the right mousebutton MB3 to display

the contextual menu

3

Roll over New then

to the right

Release the key when

over CATIA Part

Opening V5 Documents


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You w il l learn how to open new and exist ing

docum ents and how to lay out document window s

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

What about Opening Documents


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Note that the extension of the document will be displayed

once you save the document

After Save

the document

File menu

Opening New Documents

1


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Opening New documents

Then you have to click the

type of document you

want to create

2

2

and click OK

3

1

Opening an Existing Document

Select the File Open... Command in CATIA menuOr

Click the Open icon


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4

Click the "Files of type" list to display

the list of document types which you

want to open

2

Check the Show Preview option to display a

preview of the selected file (Available Only on

Microsoft Windows NT workstations)

p

5Click Open to visualize in the

viewer your Selected document

The list of document types you can open

depends on the configurations/products installedand for which you have a license.

In the File Selection box: Select the file

location

3

Saving and Closing Documents


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You w il l learn the dif ferent ways to save docum ents

There are different ways to save CATIA documents.

What about Saving Documents ?


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You save documents

after modifying them

to create new ones

You save documents

with the same name (this will replace the initial document)

under a new name (this will create a document)

When & Why?

Naming...

There are different ways to save changes made

in a document. You can also save an existing

Saving a Document with the Same Name


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in a document. You can also save an existing

document to create a new one

Shortcuts

Press [Ctrl] and [s]

keys simultaneously

The document is saved

in the same directory

with the same name

Saving an existing

document

This procedure creates a new document

Saving a Document with a New Name


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Saving a document for

the first time

Saving a document to

create a new one

2. Give a name to the new document to create

(Creates a copy)

1. Browse the file and select the directory

where to store the document

Here, the document is stored in the same folder with a new name.

It is a CATPart type document (Part Design workbench)

3. Click Save button to confirm

Closing a Document

Click on File > Close...

or on the Close icon

1


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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.

... or on the Close icon

of the document

window

3

2


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In this course you have become familiar with CATIA V5 userinterface by practicing basic manipulations and behaviours

You are now able to learn and practice

more advanced tools and products