Inventor 2014 Intro-EVAL

m Al ple lc p op ro yi vid ng e d an b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly Autodesk® Inventor® 2014 Introduction to Solid Modeling Part 1 Student Guide Cover Page

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Revision 1.0 April 2013

Authorized Author

m Al ple lc p op ro yi vid ng e d an b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly

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ASCENT - Center for Technical Knowledge® Autodesk® Inventor® 2014 Introduction to Solid Modeling Part 1 Revision 1.0 Prepared and produced by:

ASCENT Center for Technical Knowledge 630 Peter Jefferson Parkway, Suite 175 Charlottesville, VA 22911 866-527-2368 www.ascented.com

ASCENT - Center for Technical Knowledge is a division of RAND Worldwide Inc., providing custom developed knowledge products and services for leading engineering software applications. ASCENT is focused on specializing in the creation of education programs that incorporate the best of classroom learning and technology-based training offerings. We welcome any comments you may have regarding this training manual, or any of our products. To contact us please email: [email protected]. © ASCENT - Center for Technical Knowledge, 2013

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Table of Contents

Table of Contents - Part 1


Preface ........................................................................................... xiii Class Files....................................................................................... xv Chapter 1 Introduction to Autodesk Inventor ............................ 1-1 1.1 Introduction ...................................................................... 1-3 1.2 Autodesk Inventor Fundamentals .................................. 1-5 Feature-Based Modeling.................................................... 1-5 Parametric Features .......................................................... 1-8 Associative......................................................................... 1-8 Assembly Management ..................................................... 1-9 Model Documentation ........................................................ 1-9 1.3 Autodesk Inventor Interface ......................................... 1-10 User Interface .................................................................. 1-11 1.4 Model Manipulation ....................................................... 1-18 Projects ............................................................................ 1-18 Opening and Creating Files ............................................. 1-18 Multiple Windows ............................................................. 1-19 Model Orientation............................................................. 1-19 Model Display .................................................................. 1-24 Object Selection............................................................... 1-25 Practice 1a Open and Manipulate a Part............................ 1-28

Practice 1b Orient and Edit a Part ...................................... 1-43 Practice 1c Select Hidden Features ................................... 1-47

Chapter 2 Creating the Base Feature ......................................... 2-1

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2.1 Creating a New Part File.................................................. 2-3 Origin Features .................................................................. 2-4 2.2 Sketched Base Features ................................................. 2-6 Setting an Origin Plane as Default..................................... 2-9 Grid and Axis Display....................................................... 2-11 Sketch Entities ................................................................. 2-11 Sketching Revolved Sections .......................................... 2-12 Dynamic Input & Dimensioning for Sketching.................. 2-13 Dimensioning ................................................................... 2-14 Constraining..................................................................... 2-17 Depth ............................................................................... 2-21 Direction........................................................................... 2-21 2.3 Primitive Base Features ................................................ 2-24 Practice 2a Extruded Base Features I................................ 2-29

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Autodesk Inventor 2014 Introduction to Solid Modeling

Practice 2b Extruded Base Features II .............................. 2-41 Practice 2c Revolved Base Feature ................................... 2-48 Practice 2d Creating a Primitive......................................... 2-54


Practice 2e Additional Parts ............................................... 2-58

Chapter 3 Sketching Geometry................................................... 3-1 3.1 Sketch Geometry ............................................................. 3-3 Tangent Arc Using a Line .................................................. 3-8 Tangent Line Between Two Circles/Arcs........................... 3-8 Construction Entities.......................................................... 3-8 Slice Graphics ................................................................. 3-10 Trim ................................................................................. 3-10 Extend ............................................................................. 3-11 Mirror ............................................................................... 3-12 Fillets and Chamfers........................................................ 3-12 Reviewing Existing Constraints ....................................... 3-16 Reviewing Degrees of Freedom ...................................... 3-16 Assigning Constraints...................................................... 3-16 Controlling Constraint Inference ...................................... 3-21 Constraint Persistence .................................................... 3-22 Controlling Constraint Display ......................................... 3-23 Deleting Constraints ........................................................ 3-23 Center Dimensions .......................................................... 3-25 Radius/Diameter Dimensions .......................................... 3-25 Angular Dimensions ........................................................ 3-26 Revolved Sketch Dimensions.......................................... 3-26 Tangent Dimensions........................................................ 3-27 Arc Length Dimensions ................................................... 3-28 Practice 3a Apply Constraints............................................ 3-30

Practice 3b Create Sketched Geometry I........................... 3-36 Practice 3c Create Sketched Geometry II.......................... 3-42 Practice 3d Manipulating Entities (Optional) .................... 3-48

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Chapter 4 Additional Sketching Tools ....................................... 4-1 4.1 Advanced Editing Tools.................................................. 4-3 Move, Copy, Rotate, Scale, and Stretch ........................... 4-3 Split.................................................................................... 4-7 Copy and Paste ................................................................. 4-7 4.2 Rectangular Sketch Patterns.......................................... 4-8 4.3 Circular Sketch Patterns............................................... 4-12 4.4 Over-Dimensioned Sketches........................................ 4-16

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4.5 Sketch Preferences........................................................ 4-17 Sketch Tab....................................................................... 4-17 Part Tab ........................................................................... 4-19 Sketch Grid Settings ........................................................ 4-20


Practice 4a Sketch Editing Tools ....................................... 4-21

Practice 4b Copy and Paste a Sketch ................................ 4-26

Practice 4c Pattern Sketched Entities................................ 4-30

Chapter 5 Sketched Secondary Features .................................. 5-1 5.1 Extruded Secondary Features ........................................ 5-3 5.2 Revolved Secondary Features...................................... 5-11

5.3 Using Existing Geometry .............................................. 5-15 Offset ............................................................................... 5-15 Projected Geometry ......................................................... 5-16 Share Sketch ................................................................... 5-17 Insert AutoCAD File ......................................................... 5-18 5.4 Editing Sketched Secondary Features ........................ 5-19 Show Dimensions ............................................................ 5-19 Sketch Visibility ................................................................ 5-20 Editing Commands........................................................... 5-20 5.5 3D Grip Modification...................................................... 5-23 Practice 5a Create a Sketched Revolve ............................. 5-25 Practice 5b Create Sketched Extrusions I ......................... 5-30

Practice 5c Share Sketch .................................................... 5-38 Practice 5d 3D Grips............................................................ 5-42

Chapter 6 Creating Pick and Place Features ............................. 6-1 6.1 Edge Chamfer................................................................... 6-3

6.2 Constant Fillets ................................................................ 6-7 Continuity ......................................................................... 6-10 Additional Fillet Options ................................................... 6-10

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6.3 Variable Fillets................................................................ 6-14 6.4 Face Fillets ..................................................................... 6-19 6.5 Full Round Fillets........................................................... 6-23 6.6 Straight Holes................................................................. 6-26 Linear Placement ............................................................. 6-29 6.7 Threads ........................................................................... 6-35 6.8 Editing Pick and Place Features................................... 6-38

6.9 Creation Sequence ........................................................ 6-39 © 2013, ASCENT - Center for Technical Knowledge®

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Practice 6a Add Pick and Place Features.......................... 6-40 Practice 6b Create a Coaxial Hole...................................... 6-49 Practice 6c Add Fillets ........................................................ 6-53


Practice 6d Adding Pick & Place Features (Optional)...... 6-59

Chapter 7 Work Features............................................................. 7-1 7.1 Work Planes ..................................................................... 7-3 7.2 Work Axes ...................................................................... 7-10 7.3 Work Points.................................................................... 7-15 Practice 7a Using Work Features to Create Geometry I .. 7-19 Practice 7b Using Work Features to create Geometry II.. 7-23 Practice 7c Using Work Features to create Geometry III (Optional)............................................................................... 7-28

Chapter 8 Equations .................................................................... 8-1 8.1 Equations ......................................................................... 8-3 Edit Dimension Dialog Box ................................................ 8-5 Feature Creation Dialog Box ......................................................................... 8-6 Parameters Dialog Box...................................................... 8-7 Units .................................................................................. 8-8 8.2 Parameters ..................................................................... 8-10 Model Parameters ........................................................... 8-10 User Parameters ............................................................. 8-13 Key Parameters............................................................... 8-15 Filtering Parameters ........................................................ 8-15 Modifying Parameters...................................................... 8-15 Parameter Notes ............................................................. 8-15

Practice 8a Add Equations ................................................. 8-17 Practice 8b Add Parameters ............................................... 8-21

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Practice 8c Working with Parameters................................ 8-27

Chapter 9 Additional Features .................................................... 9-1 9.1 Face Draft ......................................................................... 9-3 9.2 Splitting a Face or Part ................................................. 9-10 9.3 Shells .............................................................................. 9-13 9.4 Ribs................................................................................. 9-18 9.5 Bend Part........................................................................ 9-24 Practice 9a Create Shell and Ribs...................................... 9-26

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Practice 9b Create Ribs with Bosses................................. 9-31 Practice 9c Splitting a Face ................................................ 9-36 Practice 9d Bend Part.......................................................... 9-41


Practice 9e Shelling (Optional) ........................................... 9-45

Chapter 10 Model and Display Manipulation ........................... 10-1 10.1 Reordering Features...................................................... 10-3 10.2 Inserting Features.......................................................... 10-4

10.3 Suppressing Features ................................................... 10-5 10.4 Section Views................................................................. 10-7 10.5 Design Views................................................................ 10-11 Practice 10a Section and Design Views .......................... 10-13 Practice 10b Feature Order ............................................... 10-20

Chapter 11 Fixing Problems...................................................... 11-1 11.1 Sketch Failure ................................................................ 11-3 11.2 Feature Failure ............................................................... 11-5 Sketch Doctor .................................................................. 11-5 Design Doctor .................................................................. 11-7 Practice 11a Resolve Sketch Problems ........................... 11-10 Practice 11b Resolve Feature Failure I ............................ 11-13 Practice 11c Resolve Feature Failure II ........................... 11-16

Chapter 12 Sweep Features ...................................................... 12-1 12.1 Sweep Features.............................................................. 12-3 Practice 12a Creating Swept Geometry I ........................... 12-8 Practice 12b Creating Swept Geometry II........................ 12-13 Practice 12c Additional Swept Geometry (Optional) ...... 12-16

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Chapter 13 Loft Features ........................................................... 13-1 13.1 Rail Lofts ........................................................................ 13-3 13.2 Center Line Lofts ........................................................... 13-6 13.3 Advanced Loft Options ................................................. 13-9 Conditions Tab................................................................. 13-9 Transition Tab ................................................................ 13-14 Practice 13a Rail Lofts....................................................... 13-15 Practice 13b Center Line Loft I ......................................... 13-20


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Practice 13c Center Line Loft II ........................................ 13-21 Chapter 14 Duplication Tools ................................................... 14-1 14.1 Rectangular Feature Patterns ...................................... 14-3


14.2 Circular Feature Patterns............................................ 14-12 14.3 Mirror Parts or Features.............................................. 14-18 14.4 Manipulate Patterns and Mirror Features.................. 14-21 Suppress Patterns ......................................................... 14-21 Edit Pattern.................................................................... 14-21 Delete Patterns.............................................................. 14-22

Practice 14a Pattern Features .......................................... 14-23

Practice 14b Mirror a Model.............................................. 14-30 Practice 14c Mirror Features ............................................ 14-33

Chapter 15 Feature Relationships ............................................ 15-1 15.1 Establishing Relationships........................................... 15-3 Pick and Place Features.................................................. 15-3 Sketched Features .......................................................... 15-4 15.2 Controlling Relationships............................................. 15-9 15.3 Investigating Relationships........................................ 15-10 Model Browser............................................................... 15-10 Equations....................................................................... 15-10

15.4 Changing Relationships ............................................. 15-11 Edit Sketch .................................................................... 15-11 Redefine ........................................................................ 15-11 Show Dimensions.......................................................... 15-11 Edit Feature ................................................................... 15-11 Delete Features ............................................................. 15-12 Practice 15a Change Feature Relationships ................... 15-13 Practice 15b Delete a Sketch Plane ................................. 15-16

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Appendix A Sketching Options ..................................................A-1 A.1 Sketch Geometry Creation Options...............................A-3 A.2 Sketch Editing Options ...................................................A-6 A.3 Sketch Constraint Options .............................................A-7 A.4 Dimension Type Options ................................................A-8 Appendix B Additional Practices................................................B-1 Practice B1 Create Sketched Extrusions II ......................... B-3 Practice B2 Create Sketched Extrusions III ........................ B-8

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Practice B3 Work Features .................................................. B-9 Practice B4 Parts ................................................................ B-11 Practice B5 Creating a Sweep and Loft ............................ B-18


Practice B6 Hand Weight ................................................... B-25 Practice B7 Housing ........................................................... B-26

Table of Contents - Part 2

Chapter 16 Assembly Environment.......................................... 16-1 16.1 Assembling Components using Constraints .............. 16-3 Assembly Examples....................................................... 16-17 16.2 Content Center ............................................................. 16-21 Searching the Content Center ....................................... 16-24 16.3 Assembly Browser....................................................... 16-25 16.4 Saving Files .................................................................. 16-27 Practice 16a Assembly Basics I ....................................... 16-28

Chapter 17 Joint Connections .................................................. 17-1 17.1 Assembling Components using Joints ....................... 17-3 Practice 17a Assembly Basics II ...................................... 17-18

Practice 17b Assembly Basics III ..................................... 17-41

Chapter 18 Manipulating Assembly Display............................ 18-1 18.1 Moving and Rotating Assembly Components ............ 18-3 Moving Components ........................................................ 18-3 Rotating Components ...................................................... 18-5 Updating the Assembly .................................................... 18-6

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18.2 Suppressing Constraints .............................................. 18-7 18.3 Component Display ....................................................... 18-8 Visible Components ......................................................... 18-8 Enabling Components...................................................... 18-9 Isolating Components .................................................... 18-10 Section Views ................................................................ 18-10 Design Views ................................................................. 18-14 18.4 Selection Options in Assemblies ............................... 18-18

Practice 18a Assemble Components ............................... 18-20


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Chapter 19 Model Information .................................................. 19-1


19.1 Measurement Tools....................................................... 19-3 Measure Distance or Length ........................................... 19-3 Measure Distance Between Components ....................... 19-5 Measure Angle ................................................................ 19-5 Measure Loop.................................................................. 19-5 Measure Area .................................................................. 19-5 Context Sensitive Measurements.................................... 19-6 Using Measure when Entering Required Values............. 19-6 Region Properties............................................................ 19-7 19.2 Model Properties ........................................................... 19-8 iProperties ....................................................................... 19-8 Model Color ................................................................... 19-10 Practice 19a Properties and Measurements ................... 19-11

Practice 19b Model Measurements (Optional) ................ 19-18

Chapter 20 Design Presentation and Animation..................... 20-1 20.1 Exploded View Presentations ...................................... 20-3 Save Camera................................................................. 20-12

Practice 20a Create an Explode Presentation................. 20-16 Practice 20b Animate an Assembly ................................. 20-20

Chapter 21 Assembly Tools ...................................................... 21-1 21.1 Replacing Components ................................................ 21-3 21.2 Restructuring Components .......................................... 21-5 Promote ........................................................................... 21-6 Demote ............................................................................ 21-6 Assembly Folders ............................................................ 21-7

21.3 Driving Constraints ....................................................... 21-8 21.4 Contact Solver ............................................................. 21-11 21.5 Interference .................................................................. 21-13

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21.6 Error Recovery............................................................. 21-15 Practice 21a Using Assembly Tools ............................... 21-17 Practice 21b Replacing Components .............................. 21-23 Practice 21c Restructuring the Assembly....................... 21-27

Practice 21d Controlling Assembly Motion..................... 21-30 Chapter 22 Assembly Parts and Features ............................... 22-1 22.1 Assembly Parts.............................................................. 22-3

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22.2 Assembly Features ........................................................ 22-8 Participant Parts............................................................... 22-8 Practice 22a Assembly Parts and Features I................... 22-10


Chapter 23 Assembly Bill of Materials ..................................... 23-1 23.1 Create Virtual Components........................................... 23-3 23.2 Create Bill of Materials .................................................. 23-6 BOM Structure ............................................................... 23-10 View Properties.............................................................. 23-14 Part Number Merge Settings ......................................... 23-16 Practice 23a Bill of Materials ............................................ 23-19

Chapter 24 Working With Projects ........................................... 24-1 24.1 New Projects .................................................................. 24-3 Project Tree ..................................................................... 24-7 Edit Project Paths ............................................................ 24-8 Appearance and Material Libraries .................................. 24-9 Library Paths.................................................................. 24-10 Search Sequence .......................................................... 24-11 Sub-Folders in Project Locations ................................... 24-11 24.2 Resolving Links ........................................................... 24-13 24.3 The Vault Browser ....................................................... 24-17 Practice 24a Creating a Project File ................................. 24-18

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Chapter 25 Drawing Basics ....................................................... 25-1 25.1 New Drawing Views ....................................................... 25-3 User-Defined Orientation Views....................................... 25-9 Projected Views ............................................................. 25-11 Auxiliary Views............................................................... 25-13 Section Views ................................................................ 25-14 Detailed Views ............................................................... 25-16 Overlay Views ................................................................ 25-17 Draft Views..................................................................... 25-18 Break Views ................................................................... 25-19 Break Out Views ............................................................ 25-20 Slice Views..................................................................... 25-21 Crop Views..................................................................... 25-22 25.2 Manipulating Views...................................................... 25-25 Delete Views .................................................................. 25-25 Suppress Views ............................................................. 25-26 Move Views.................................................................... 25-26 View Orientation............................................................. 25-26 View Alignment .............................................................. 25-26 Change View Scale........................................................ 25-27


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Editing View Labels ....................................................... 25-27 Replace Models............................................................. 25-28 View Properties ............................................................. 25-28 Editing Sheets ............................................................... 25-29


Practice 25a Create a Drawing I ....................................... 25-30 Practice 25b Create a Drawing II ...................................... 25-41 Practice 25c Create a Drawing III ..................................... 25-45

Chapter 26 Detailing Drawings ................................................. 26-1 26.1 Dimensions .................................................................... 26-3 Model Dimensions ........................................................... 26-3 Drawing Dimensions........................................................ 26-5 Editing Drawing Dimensions.......................................... 26-10 Dimension Styles........................................................... 26-13 26.2 Drawing Sheets............................................................ 26-15 26.3 Parts List ...................................................................... 26-18 Editing the Parts List...................................................... 26-21 26.4 Balloons ....................................................................... 26-24 Placing Balloons Individually ......................................... 26-25 Placing Balloons Globally .............................................. 26-25 Manipulating Balloons ................................................... 26-26 26.5 Styles and Standards .................................................. 26-28 Standards ...................................................................... 26-30 Styles............................................................................. 26-31

26.6 Hatching ....................................................................... 26-32 Practice 26a Detailing a Drawing I ................................... 26-35 Practice 26b Detailing a Drawing II .................................. 26-47 Practice 26c Create a Drawing (Optional) ....................... 26-56

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Chapter 27 Drawing Annotations ............................................. 27-1 27.1 Text ................................................................................. 27-3 Modifying Text ................................................................. 27-4 Adding Model or User Parameters as Text ..................... 27-4 Adding Properties as Text ............................................... 27-5 27.2 Symbols.......................................................................... 27-7 27.3 Hole and Thread Notes ................................................. 27-9 Creating a Hole or Thread Note ...................................... 27-9 Adding Text to a Hole Note ........................................... 27-10 Editing a Hole Note........................................................ 27-11 Hole Quantity in Notes................................................... 27-11 Hiding Hole or Thread Note Values............................... 27-12

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27.4 Chamfer Notes ............................................................. 27-13 Creating Chamfer Notes ................................................ 27-13 Editing Chamfer Notes................................................... 27-14


27.5 Center Marks and Center Lines .................................. 27-15 Center Marks ................................................................. 27-15 Center Line .................................................................... 27-15 Center Line Bisector ...................................................... 27-16 Centered Pattern............................................................ 27-17 27.6 Hole Tables................................................................... 27-18 27.7 Revision Tables and Tags........................................... 27-21 Practice 27a Adding Text and Symbols........................... 27-25 Practice 27b Notes, Center Marks, and Centerlines ....... 27-33 Practice 27c Adding a Revision Table and Tags ............ 27-39 Practice 27d Adding Hole Tables ..................................... 27-44

Chapter 28 Customizing Autodesk Inventor............................ 28-1 28.1 Application Options....................................................... 28-3 General Tab ..................................................................... 28-3 File Tab ............................................................................ 28-4 Colors Tab ....................................................................... 28-4 Display Tab ...................................................................... 28-4 Drawing Tab..................................................................... 28-4 Prompts Tab .................................................................... 28-5 Sketch Tab....................................................................... 28-5 Part Tab ........................................................................... 28-6 Assembly Tab .................................................................. 28-7

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28.2 Document Settings ........................................................ 28-8 Standard Tab ................................................................... 28-8 Units Tab.......................................................................... 28-9 Sketch Tab....................................................................... 28-9 Modeling Tab ................................................................. 28-10 Bill of Materials Tab ....................................................... 28-11 Default Tolerance Tab ................................................... 28-11 Drawing Tab................................................................... 28-12 Sheet Tab ...................................................................... 28-12 28.3 File Properties .............................................................. 28-13 28.4 Changing Part Units .................................................... 28-15 28.5 Command Customization............................................ 28-17 Ribbon............................................................................ 28-17 Keyboard........................................................................ 28-18 Marking Menu ................................................................ 28-21 Practice 28a Customizing File Properties ....................... 28-23


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Appendix C Effective Modeling ..................................................C-1 C.1 Design Considerations ...................................................C-3 Part Design Considerations...............................................C-3 Assembly Design Considerations......................................C-4


C.2 Modeling Tips and Techniques ......................................C-5 Capturing Design Intent.....................................................C-5 Features ............................................................................C-5 Face Drafts and Fillets.......................................................C-7 C.3 Model Investigation .........................................................C-9 Model Browser...................................................................C-9 Equations...........................................................................C-9 Measuring Options ..........................................................C-10

Appendix D DWG TrueConnect ..................................................D-1 D.1 Introduction......................................................................D-3 D.2 Autodesk Inventor and AutoCAD Files .........................D-5 AutoCAD Files in Autodesk Inventor .................................D-5 Autodesk Inventor Files in AutoCAD .................................D-6 DWG Template..................................................................D-7 Shared Objects..................................................................D-7

D.3 Geometry Formatting Tools ...........................................D-9 Practice D1 DWG Files in Autodesk Inventor ................... D-11 Practice D2 Autodesk Inventor DWG files in AutoCAD (Optional)............................................................................... D-18

Appendix E Additional Practices................................................ E-1 Practice E1 Turntable Assembly ......................................... E-3 Practice E2 Assembly Parts and Features II ....................... E-9 Practice E3 Drawing Creation I........................................... E-15 Practice E4 Drawing Creation II.......................................... E-16

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Practice E5 Drawing Creation III......................................... E-18

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Appendix F Autodesk Inventor 2014 Certified Professional Exam Objectives ...................................................................................... F-1 Index........................................................................................ Index-1


Preface

Preface


The Inventor 2014 Introduction to Solid Modeling training guide instructs students in the best usage approaches for parametric design philosophy through a hands-on, practice-intensive curriculum. Students acquire the knowledge needed to complete the process of designing models from conceptual sketching, through to solid modeling, assembly design, and drawing production.  The Autodesk® Inventor® software interface

 Creating 2D sketches

 Constraining and dimensioning sketches  Generating 3D parts from sketches

 Part modeling, adding, and editing 3D features  Work Features

 Creating equations and working with parameters

 Model geometry and model display manipulation  Resolving feature failures

 Feature duplication techniques

 Establishing and working with model relationships  Placing and constraining parts in assemblies  Assembly component display  Model Information

 Presentation files (Exploded views)  Assembly tools

 Creating parts and features in assemblies  Assembly bill of materials

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 Working with projects

 Creating and annotating drawings and views  Customization


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Icon Reference Chart


The following icons are used throughout this training guide to help you to quickly and easily find helpful information. Indicates the Learning Objectives that are covered in the current chapter or section of the training guide. Indicates items that have been enhanced in the Autodesk Inventor 2014 software. Indicates items that are new in the Autodesk Inventor 2014 software. Indicates items that are related to Autodesk Certification topics and objectives.

Appendix F includes a list of the Autodesk Certification topics and objectives for the Autodesk Inventor software. References to content in this training guide have been included to assist you in preparing for the certification exam.

Free Autodesk Software for Students and Educators

The Autodesk Education Community is an online resource with more than five million members that enables educators and students to download for free the same software used by professionals worldwide (see website for terms and conditions). You can also access additional tools and materials to help you design, visualize, and simulate ideas. Connect with other learners to stay current with the latest industry trends and get the most out of your designs. Get started today. Register at the Autodesk Education Community (www.autodesk.com/joinedu) and download one of the many available Autodesk software applications.

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Free products are subject to the terms and conditions of the end-user license and services agreement that accompanies the software. The software is for personal use for education purposes only and is not intended for classroom or lab use.

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Chapter 1

Introduction to Autodesk Inventor

Understanding how Autodesk® Inventor® models are built and how they react to change is fundamental when designing robust and intelligent models. In addition, learning the working environment is important. The environment consists of many different components (e.g., toolbars, panels, menus, etc.). Learning to interact with all of the components increases your modeling efficiency.

This chapter contains the following topics:

Introduction Autodesk Inventor Fundamentals Autodesk Inventor Interface Model Manipulation

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1.1 Introduction Learning Objective


Understand how the Part, Assembly, Presentation, and Drawing environments in Autodesk Inventor software enable you to create and document a 3D Digital Prototype.

Autodesk® Inventor® software takes engineers beyond 3D to Digital Prototyping by giving them a comprehensive set of tools for 3D mechanical design that enables them to design, visualize, and simulate products before they are built. Digital Prototyping helps companies design better products, reduce development costs, and get to market faster. As the models created with Autodesk Inventor software are accurate 3D digital prototypes, it helps users to check design and engineering data as they work, minimizing the need for physical prototypes. This reduces engineering changes discovered after the design has been sent to manufacturing.

There are a number of tools available to design models with Autodesk Inventor software. To begin, you must start with a foundation in solid 3D part design. Then you progress to placing the models relative to one another within an assembly, followed by creating drawings that document the 3D parts and assembly models in a 2D format.

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Parts and assemblies are often referred to collectively as components, because of the similar manner in which they are treated. For example, a drawing file might reference either a part or assembly file.

The following are the basic environments for 3D model design. Environment

Description

Part

In this environment all part modeling, sketching, and complex design takes place on individual parts.

Assembly

Parts are added to assemblies to position and constraint them together to form a completed design. Parts are not stored in the assembly but their data is referenced from the original part model. The only modeling data stored in the assembly is the positional data that locates each part within the assembly.

Presentation

This environment is used to create explosions that are used to document disassembled views in a drawing. Additionally, it can be used to animate tasks for visualization of component movement.

Drawing

This environment is used to communicate the 3D design in a 2D format. Views and annotations are used to document the design.


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The images of the part, assembly, and drawing files, as shown in Figure 1–1, illustrate how the original data created in the part model is passed to the assembly and finally used in a drawing to document a 3D design in a 2D format for manufacturing. Models are placed relative to one another to create an assembly. If exploded views are required, a presentation is created.

Part models are initially designed.

As with assemblies, part models can also be directly referenced to create drawing views.

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Assembly and presentation files can be referenced to create a drawing.

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Figure 1–1



1.2 Autodesk Inventor Fundamentals


Learning Objective

Understand the five key attributes of Autodesk Inventor software and how they contribute to creating robust parts and assemblies that can be easily documented.

The Autodesk Inventor software has the following five key attributes:  Feature-Based Modeling  Parametric Features  Associative

 Assembly Management  Model Documentation

Feature-Based Modeling

Extruded features can either add or remove material from the model.

The Autodesk Inventor software is a feature-based modeling program, which means that a part evolves by creating features one by one until it is complete. Each feature is individually recognized by the system. A part model consisting of several individual features is shown in Figure 1–2. Copied feature

Extrude (base feature)

Shell

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Hole

Extrude

Drafts


Fillets

Figure 1–2

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To start a design, create a simple extruded base feature that approximates the shape of the part. Continue adding features until the part is complete, as shown in Figure 1–3.

1st (Base) Feature: Extrude

4th Feature: Shell

2nd Feature: Drafts

3rd Feature: Fillets

5th Feature: Extrude

6th Feature: Hole

7th Feature: Copy

Figure 1–3

Sketched Features

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A sketched feature is created by sketching its shape or profile, and can be any shape or size. To create a sketched feature, you must sketch a 2D cross-section on the placement surface and add dimensions to define and locate the sketched geometry with respect to the model, as shown in Figure 1–4.

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Figure 1–4

Pick and Place Features

A pick and place feature is a feature for which a shape has been predefined. For example, the cross-section of a Hole feature is a circle. To create a pick and place feature, you must define the location of the feature and the references required to locate it with respect to the existing geometry. An example of a pick and place Hole feature is shown in Figure 1–5.

Locate the hole feature on this surface

Figure 1–5

Feature Relationships

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Feature relationships are formed between features as a model is created.

Feature-based modeling requires that features be added one by one. As a result, feature relationships are created as new features reference existing ones. For example, the hole shown in Figure 1–5 cannot exist without the cylindrical extruded feature because the hole’s placement references exist within the extrusion. Feature relationships are created with all features.


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Parametric Features

All features that are created are parametric. This means that all of the dimensional constraints you create to define a feature’s shape are considered parameters; changes can be made at any time, and the features automatically update.


For example, the dimensional value that positions the cut feature shown in Figure 1–6 is changed. Therefore, the position of the feature updates to reflect the design change.

Names are automatically assigned to dimensions (e.g., d1 or d2). You can display either the name or value of the dimension, as needed.

Figure 1–6

Dimensioning is an important step in the modeling process. When creating dimensions, use the following guidelines:

 Consider the dimensions that are going to be displayed in drawings and be aware of the resulting feature relationships.  Consider changes that might be made to the model in the future and how easily the dimensions facilitate these changes.

 Periodically modify dimensions to test what if scenarios. This is called flexing the model and helps eliminate future problems by verifying that the model behaves as expected.

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Equations are user-defined mathematical relations.

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Associative

Parameters and dimensions can be used in an equation to capture and control design intent. The ability to use equations in a model becomes extremely important in making a robust model. For example, an equation can be used to keep a hole centered on a block. The Autodesk Inventor software is fully associative, which means it operates in a concurrent engineering environment. You can work with the same model in different modes (e.g., Part, Assembly, or Drawing), and all modes are fully associative. Therefore, changes made to a model in any of the modes propagate to all other modes.



Models built in Part mode can be used as components in an assembly. Assemblies are created by constraining components with respect to one another. The addition of constraints creates feature relationships between components and builds intelligent assemblies. Similar to features in Part mode, constraints in Assembly mode are assigned a unique internal identification number (e.g., d1, d15, or d34). The internal identification number can be used to establish relations between components in the assembly.


Assembly Management

Model Documentation

The Style and Standard Editor controls the appearance of part edges, center lines, dimension components, layers, part lists, balloons, and other annotations.

The tools available in the Drawing environment enable you to quickly create production-ready drawings for manufacturing. Drawings are created from part, assembly, or presentation models. The shape, dimensions, and orientation of the parts or assemblies have already been defined in Part or Assembly mode. This information is used to create the required views in a drawing file. Adding details to your drawings enables you to communicate additional information to other designers working on a project. You can also apply styles and standards to control the appearance of your model. Drawing models are not actually contained in a drawing file. There is a link between the drawing file and the source model. If a change is made to the source model, all drawing views that reference it automatically update. The reverse, where a change made in the drawing also reflects in the model, can also be true if your workflow permits.

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The Autodesk Inventor software supports two types of drawing file extensions: IDW and DWG. Files with an IDW extension are native Autodesk Inventor files and are typically used for documenting files. Files with a DWG extension are typically used if the drawing is going to be viewed by downstream users (such as shop personnel, managers, customers, etc.) working with the AutoCAD® software.


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1.3 Autodesk Inventor Interface Learning Objectives


Understand the components that make up the overall layout of the software interface. Navigate the Ribbon, Quick Access Toolbar, Model browser, Status Bar, and Context and Marking menus to locate and execute commands. Launch the Wiki Help and tooltips to find help with commands.

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The tools in the Welcome screen are also available on the Get Started tab, Quick Access Toolbar or in the Application menu.

When you launch the Autodesk Inventor software, a Welcome screen displays, as shown in Figure 1–7. This screen provides you with three categories of options. The Work area enables you to immediately begin working with the Autodesk Inventor software. You can create a new file, open an existing file, or load a project file. A list of most recent files are also available. The Learn area provides links to topics that help you learn more about the Autodesk Inventor 2014 software. The Extend area provides links to additional Autodesk information.

Figure 1–7

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The Autodesk Inventor user interface enables you to work with your models in a variety of environments (e.g., sketch, part, or assembly). Each environment provides a specific set of tools. The Part environment is shown in Figure 1–8.


User Interface

Quick Access Toolbar

Tabs

Title Bar

Panels

Ribbon

ViewCube

Graphics Window

Navigation Bar

Model Browser

Status Bar

Figure 1–8

Title Bar

The title bar displays the name of the current active file.

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Ribbon

The Ribbon provides access to commands and settings. The Ribbon is divided into tabs and they are further subdivided into panels. The tabs that are available vary depending on the mode that is currently active. All commands are listed in panels. In Figure 1–9, the 3D Model tab is active. Sketch, Create, and Modify are some of the panels in this tab.

Figure 1–9


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In most panels, all of the commands are visible. However, if a panel has next to its name, it can be selected to display additional commands, as shown for the Modify tab in Figure 1–10.


Click to pin a panel open. Select a second time to unpin it.

Figure 1–10

To change the panel display, right-click on a panel and select Ribbon Appearance. The options enable you to toggle the display of the Ribbon to control the button size and whether the text is displayed with the button.

The subdivision of tabs and panels can help you identify the intent of the command, and help you to quickly locate commands. By default, all commands have a command name and icon displayed in the Ribbon.

Many of the commands available in the Ribbon can also be accessed by right-clicking on a feature in the Model browser or directly on the model. In these situations, the commands that are listed are context-sensitive and only applicable commands are displayed.

Marking Menu

When right-clicking in the graphics window, the Marking and Context menu displays. The top radial menu that is displayed is the Marking menu and the vertical list is the Context menu. The Marking menu consists of eight wedges, each containing a different command. To activate a Marking menu command, move your mouse in the direction of the command so that it is highlighted, as shown on the right in Figure 1–11 and click. If you hover over a command, a tooltip displays help for the command.

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The Marking menu provides a quick way to access commonly used, context-sensitive, commands and is customizable. The Marking menu can be customized using the Customize option in the Tools tab.

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Figure 1–11

As you become familiar with the Marking menu commands, you can use gesturing behavior to initiate commands. To gesture, click and hold the right mouse button and immediately drag the cursor in the direction of the Marking menu wedge that is required to create a trail, and release the mouse button. If these operations are completed within 250 milliseconds, the selected wedge is briefly displayed to confirm that the operation was performed. To close the Marking menu, you can execute another command, select away from the Marking menu, or press .

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Autodesk 360

The Autodesk 360 tab in the Ribbon provides access to Autodesk 360 online services. This service is available to all subscription customers and allows for secured document storage and sharing through the Autodesk® Cloud. To use the service, you must create a user account and then you can upload and share files.


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Help


To display information about a command and obtain a description of it, hover the cursor over the command. A tooltip displays explaining the command, as shown in Figure 1–12.

Figure 1–12

You can access context-sensitive help

by clicking in any of the active dialog boxes if it is available.

A number of the expanded tooltips provide a video demonstration in place of a static image. These tool clips are loaded and played automatically when you hover your cursor over an applicable command. Tool clips can be found in some part and assembly modeling environment commands, as well as in some sketching tools.

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If you are connected to the internet, Wiki Help is the default help system. To access Wiki Help, click (Help) in the top right corner of the interface or press . Wiki Help is an online tool that provides up-to-date information on Autodesk Inventor topics. If you are not connected to the internet, only a basic selection of help topics is available, such as What’s New, tutorials, and a quick reference of many topics. You can quickly access this sub-set of help by entering the topic in the field and clicking

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.



Quick Access Toolbar In addition to the commands available in the tabs, you can use the additional commands in the Quick Access Toolbar, as shown in Figure 1–13. Hover the cursor over each command for a tooltip to display a description of the command.


on the right side can be used to customize the Quick Access Toolbar.

Figure 1–13

When modeling, you often need to select specific types of entities, such as faces, edges, or features. The selection filter in the Quick Access Toolbar enables you to filter entities, features, or components so that you can only select the type of object required. The system selects the entities applicable to the selected option. For example, if you select Select Face and Edges, you can only select faces or edges on the model. The options that display in the drop-down list vary depending on the current mode. Part mode options display as shown in Figure 1–14.

To quickly access the filter options without having to use the Quick Access Toolbar, press and hold down as you right-click in the main window.

Figure 1–14

Model Browser

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The Model browser can be displayed or removed from the interface. To control their display, enable or disable the tools in the User Interface drop-down list (View tab>Windows panel).

The Model browser lists all of the features or components in your models, in order of creation. The Model browser is a powerful tool that can be used to complete any of the following actions:  Select features

 Access commonly used options (e.g., Delete, or Edit)  Search for features  Create and edit parameters  Edit features


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 View information on features  Change the order of features (click and drag)


 Open components in an assembly  Open drawings of components

In the default Model browser, as shown in Figure 1–15, each feature is identified by its name and a symbol that identifies the feature type.

enables you to customize the display of the Model browser.

Figure 1–15

Feature Creation Controls

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The elements that display in the dialog box or mini-toolbar vary according to the feature being defined.

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When you create a feature, you define a variety of elements or properties (such as profile, direction, and depth). To define these, you use a Feature dialog box or the mini-toolbar tools that display directly in the graphics window. In Figure 1–16 an Extrude feature is being created, and the Extrude dialog box and its appropriate mini-toolbar are displayed. Options can be selected in either location, but for some feature types the optional elements are only located in the Feature dialog box.




By default, the dialog box is collapsed. Click the arrow to expand the dialog box.

Figure 1–16

Status Bar

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The Status Bar displays messages related to the active tool. The messages and any available options vary depending on the environment that is active. For example, in the sketch environment, the status bar displays information related to the active operation, such as the coordinates of points or radius of a circle, constraint status, as well as options that can be used to customize how you work in the Sketch environment. In the Part environments, the Status Bar provides prompts for feature creation, when available.


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Certification

Learning Objectives


Topic:  User Interface Objectives:  Identify how to use visual

1.4 Model Manipulation

styles to control the appearance of a model

Open existing and create new files.

Navigate between multiple open windows to efficiently manage your working files.

Use the model orientation commands to pan, zoom, rotate, and look at specific objects in a model. Assign Visual Styles to your models to accurately visualize them in your working environment. Learn object selection techniques to efficiently select objects in your models.

Projects

Project files are used to determine the directories from which to reference files. Project files are special files that have an .IPJ extension. They are accessed in the New and Open dialog boxes by clicking panel.

Opening and Creating Files

or in the Get Started tab>Launch

To open or create a new file, you can use the options in the Get Started tab, in the Quick Access Toolbar, or by expanding the Application Menu . In the Open dialog box, you can also toggle directly to the Create New File dialog box using the (Quick Launch) icons.

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A start-up action can be set when the software is launched. (General tab in the Application Options). The options include the File Open or File New dialog box, or a specific template.

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The Application Menu displays the most recently opened files. The files can be quickly opened by selecting the name of the file once the Application Menu is displayed.




When starting a new file (part, drawing, or assembly) you can use one of the supplied templates, or you can create your own to start your model with predefined settings. A template is created by creating a part, setting the appropriate options, and saving the file to a new name in the templates path. You can also use the Save Copy as Template command in the Application Menu. Template files have the same extension as the file they are used to create.

File Naming

Part mode has two modes: modeling and sketcher. If you are in the sketcher environment, a Sketch tab is added to the Ribbon and displays in green. Otherwise you are in the modeling environment.

Each modeling environment has a different file extension. The file extension is automatically added to a filename when a part is created. The four main file types are described as follows. Mode

Extension

Example

Part

.IPT

groove.ipt

Assembly

.IAM

key.iam

Drawing

.DWG and .IDW

padlock.idw and padlock.dwg

Presentation

.IPN

padlock.ipn

The DWG TrueConnect functionality enables interoperability between the Autodesk Inventor and AutoCAD products by enabling you to open AutoCAD DWG files in the Autodesk Inventor software without any conversion. To edit the original AutoCAD file you must return to AutoCAD.

Multiple files can be opened simultaneously by selecting the tabs along the bottom of the graphics window to switch between windows, as shown in Figure 1–17.

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Multiple Windows

Figure 1–17

Model Orientation

A model can be oriented as follows:  Use the Pan tool to move a model in the graphics window in any direction planar to the screen.


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 Use the Rotate tool to rotate a model around the center of the window, free in all directions, or around the X- or Y-axis.


 Use the Zoom tools to zoom in and zoom out on the model, on a specific entity, or on an area.  Use the ViewCube to create a custom orientation.

Pan a Model

You can also pan a model by pressing and holding the middle mouse button while dragging the mouse, or by pressing and holding down and panning with the left mouse button.

The Pan command is available in the Navigation Bar and View tab>Navigate panel. The panning procedure is as follows: 1. Click Pan in the View tab>Navigate panel or in the Navigation Bar.

2. Press and hold the left mouse button. 3. Move the mouse to drag the model.

4. Click (Zoom All) in the View tab>Navigate panel or in the Navigation Bar to refit the model in the center of the screen.

Rotate a Model

The Orbit command is available in both the Navigation Bar and View tab>Navigate panel. The rotate procedure is as follows:

You can also press and hold down to rotate, or press and hold down and the middle mouse button.

1. Click (Orbit) in the View tab>Navigate panel or in the Navigation Bar. The Rotate symbol (a circle) displays on the screen. The appearance of the cursor changes, based on the location of the cursor relative to this circle.

2. Drag the cursor to the required orientation.

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 To rotate freely, move the cursor inside the circle. The

cursor appearance changes to . Click and hold the mouse and then rotate the model in any direction.  To rotate about the horizontal axis, move the cursor to the top or bottom handle of the circle symbol. The cursor appearance changes to . Press and hold the left mouse button and rotate the model about the Y-axis.

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 To rotate about the vertical axis, move the cursor to the left or right handle of the circle symbol. The cursor


appearance changes to . Press and hold the left mouse button and drag horizontally.  To rotate about an axis through the center of the circle symbol (normal to the screen), move the cursor to the rim of the circle symbol. The cursor appearance changes to . Drag the mouse to rotate. To change the center of the rotation, click inside or outside the circle to set the new center.

 To exit the Rotate functionality click to clear or, while still within the orbit circle, move the mouse away from the model until window.

displays, and click in the graphics

Zoom a Model

The Zoom command is available in both the Navigation Bar and View tab>Navigate panel. In both situations, all of the available zoom options are compressed, as shown in Figure 1–18.

Figure 1–18

The zoom procedure is as follows:

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You can also press and hold down to zoom.

1. Click (Zoom) in the View tab>Navigate panel or in the Navigation Bar.

2. Press and hold the left mouse button. 3. Move the mouse downward to zoom in and upward to zoom out.


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Zoom to a Specific Entity


1. Click (Zoom Selected) in the View tab>Navigate panel or in the Navigation Bar. 2. Select the entity.

When zooming in on an edge or vertex (not a surface), the order in which you select the entity and toolbar icon is important for obtaining the required result. Selecting the icon followed by the entity positions the entity in the center of the screen based on the selected point, and maintains the current zoom. Selecting the reverse, the entity and then the icon, causes the system to zoom to the selected entity. When zooming on a surface, the order of selection does not have an impact.

Zoom to an area

1. Click (Zoom Window) in the View tab>Navigate panel or in the Navigation Bar. 2. Select a location on the model using the left mouse button to define the corner of the bounding box zoom area. 3. Drag the mouse to draw a box over the area to zoom.

4. Press or release the left mouse button once the box is drawn.

Look At

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To orient a model face parallel to the screen, click (Look At) in the View tab>Navigate panel or in the Navigation Bar, and select the face. The model displays as shown in Figure 1–19.

Select this surface to be parallel to the screen.

Figure 1–19

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ViewCube As an alternative to the Look At command, you can use ViewCube functionality to orient a model face parallel to the screen. By default the ViewCube displays in the top-right corner of the graphics window, as shown in Figure 1–20.


To display the ViewCube settings, right-click on it and select Options. The ViewCube Options dialog box enables you to control the location, size, default ViewCube orientation, etc. The orientation enables you to select two parallel Origin planes to define the orientation.

Figure 1–20

The ViewCube enables the following:

 Select any of the sides of the cube to display the parallel view that is associated with it (Front, Right, Bottom, etc.).  Set the type of view to Orthographic, Perspective, or Perspective with Ortho Faces by right-clicking on the ViewCube and selecting the required option.

 Return to a Home View by clicking , which displays at the top-left of the ViewCube when you hover the cursor over it. Initially the Home View is the default isometric orientation.  Set a new Home View for your model by right-clicking on the ViewCube and selecting Select Current View as Home.  Select and drag a surface on the ViewCube to rotate.

Full Navigation Wheel

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The Full Navigation Wheel, as shown in Figure 1–21, provides an alternative to the View tab and Navigation Bar commands for Zoom, Pan, and Orbit, with one new navigation tool: Rewind. The Rewind command navigates through previous views that were displayed.

Figure 1–21


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The Full Navigation Wheel moves with the cursor to provide access to the navigation tools. Complete the following to use the tool: 1. Enable the tool by clicking (Full Navigation Wheel) in the View tab>Navigate panel or in the Navigation Bar. The Full Navigation Wheel displays attached to the mouse.


In addition to the Zoom, Orbit, Pan, and Rewind commands, other more advanced tools are available in the Full Navigation Wheel. At this stage of learning, these are not covered.

2. Press and hold the mouse on a command (e.g., Zoom). 3. Move the cursor to change the view as needed.

4. Release the mouse button to end the navigation command. 5. Click or the x in the top right corner of the tool to close the Full Navigation Wheel.

Model Display

By default, models are displayed as Shaded. However, other visual styles can be assigned to help you visualize the model. All visual styles are available in the View tab>Appearance panel as shown in Figure 1–22. The ability to use many of the styles depends on the quality of its graphics hardware.

The Realistic setting is dependent on the color and lighting settings that are applied in the model.

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When using the Realistic style you can also incorporate Ray Tracing to further enhance model display.

The Watercolor and Illustration settings provide artistic, hand-painted, and drawn representations of the model.

Figure 1–22

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Figure 1–23 shows examples of the available visual styles.

Shaded

Wireframe

Shaded with Edges

Wireframe with Hidden Edges

Shaded with Hidden Edges

Wireframe with Visual Edges

Monochrome

Figure 1–23

Object Selection

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In the default color scheme, unselected objects are displayed in green on a blue background. The pre-highlighted color is red and the color of selected objects is cyan (light blue).

There are several ways to select sketched entities for editing.

Selecting Single Objects

To select an individual object in a sketch, select it using the left mouse button. The selected entity highlights in an alternate color. To add additional objects to the selection set, press and hold down or and left-click on each additional object. To remove objects from a selection set, press and hold down or and select a previously selected entity.

Window and Crossing Selection

To efficiently select more than two objects, use the Window Selection or Crossing Selection techniques. They involve dragging a box over the entities required for selection. The way the box is sketched determines which entities are selected (i.e., window or crossing).


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 Windows are created by selecting and dragging a boundary box from left to right around the objects being selected, as shown in Figure 1–24. Only objects that are entirely enclosed in the window are selected. Windows are identified by a solid outline.


If you begin to sketch your box in the wrong direction (i.e., start a window instead of a crossing) select a second point so that the sketched area is empty, and start again.

Window: 1st point on left side.

All enclosed entities are selected.

Window: 2nd point on right side.

Figure 1–24

 A crossing is created by selecting and dragging a boundary box from right to left around the objects being selected, as shown in Figure 1–25. It selects entities that are both entirely enclosed in the boundary, as well as any object that crosses the sketched border. Crossings are identified by a dashed outline. Crossing: 1st point on right

Crossing: 2nd point on left side.

All enclosed and crossing entities are selected.

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Figure 1–25

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 To clear objects you can press and hold down or , and use either the window or crossing techniques. To clear all of the objects, click in a blank space in the graphics window.



Selecting Hidden Entities


You can select hidden features (or entities) by navigating a model. Hover the cursor over an object. A drop-down list displays listing all of the shown and hidden selections, as shown in Figure 1–26. Use the drop-down list to scroll through the selectable features, faces, and edges under the cursor. When the required entity is highlighted, select it in the drop-down list.

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Figure 1–26


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Practice 1a

Open and Manipulate a Part Learning Objectives


Open part and drawing files and navigate between them using the tabs at the bottom of the graphics window.

Orient the model using the Zoom, Pan, Rotate, and Look At commands available in the Ribbon, Navigation bar, and ViewCube. Change the visual style of a model for improved visualization.

Delete features and modify dimension values associated with a model to verify associativity between a part and its drawing file.

In this practice, you will open and work in part and drawing files to learn the interface. You will manipulate the orientation of a model, delete and modify features to learn about associativity of files between environments. Task 1 - Open a model.

1. If the Autodesk Inventor software is not already open, select Start > All Programs > Autodesk > Autodesk Inventor 2014 > Autodesk Inventor 2014 or double-click on the Autodesk Inventor 2014 icon on the desktop.

2. Use one of the following methods to open a new file:  In the Get Started tab>Launch panel, click

(Open).

 Click (Open) in the Quick Access Toolbar at the top of the window.

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 Expand the Application Menu

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and select Open.

3. Click to open the Projects dialog box. Project files identify folders that contain the required models.



This project file is used for the entire course.

4. Click , browse to C:\Inventor 2014 Intro Class Files (or the directory of the installation files if you changed the default directory) and select Intro to Modeling.ipj. Click


. The Projects dialog box updates and a check mark displays next to the new project name, indicating that it is the active project. The project file provides information about the location of your files.

5. Click

If the file extensions do not display, open Windows Explorer. Select Tools>Folder Options, select the View tab, and clear the Hide extensions for known file types option.

to return to the Open dialog box.

6. Select Flange_Lock.ipt and click . The 3D Model tab is the active tab. The model displays and the Model browser displays all of the features in the model, as shown in Figure 1–27.

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Figure 1–27

The model name is displayed in the header of the interface and at the top of the Model browser listing. Both names identify the model as a part (.IPT) file. The model consists of solid geometry and work features that were used as references in creating the solid geometry. In addition to the geometry and work features, there is a Solid Bodies node at the top of the Model browser. This node identifies the solid bodies that are included in the part model.


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Task 2 - Zoom in and out on the model.


1. The 3D Model tab is the active tab. Select the View tab at the top of the Ribbon interface. The options in each tab are subdivided into panels to help you quickly find commands. Locate the Navigate panel. It contains all of the commands that you can use to manipulate the location and orientation of the model.

2. In the Navigate panel, click (Zoom), as shown in Figure 1–28. In some situations, similar commands are compressed within a panel and you must expand commands to access them.

Figure 1–28

3. Move the cursor to the graphics window, click and hold the left mouse button, and move the mouse downward to zoom in and upward to zoom out.

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4. Click (Zoom) again in the Navigate panel to toggle it off. Roll the mouse scroll wheel downward to zoom in or upward to zoom out.

5. As an alternative to the View tab>Navigate panel, you can manipulate the model display using the options in the Navigation Bar on the right side of the graphics window. Similar to the Navigate panel, you need to expand the zoom options. Expand

(Zoom) in the Navigation Bar and click

(Zoom All). The Zoom All command is now active and the model is refit in the center of the screen.

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Task 3 - Zoom in on an area of the model and zoom out on the model.


1. Expand the zoom commands in the Navigation Bar and select Zoom Window.

2. Select a location on the model using the left mouse button to define a corner of the bounding box zoom area. 3. Drag the mouse to draw a box over the area to zoom.

4. Click or release the left mouse button again when the box is the required size. The model zooms in on the sketched bounding box. 5. Expand the zoom commands in the Navigation Bar and Zoom All to refit the model in the center of the screen.

6. You can also zoom to a selected feature, face, or edge. Ensure that Select Faces and Edges is selected in the Filter drop-down list in the Quick Access Toolbar, as shown in Figure 1–29.

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Figure 1–29


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To zoom in on a face, you can also select the face first and then click

7. Expand the zoom commands in the Navigation Bar and select Zoom Selected to zoom in on a selected element. Select the face shown in Figure 1–30. The model is zoomed to the selected face.


(Zoom Selected).

Select this face

Figure 1–30

8. Expand the zoom commands in the Navigation Bar and select Zoom All to refit the model in the center of the screen. When zooming in on an edge, the order in which you select the entity and the command is important. 9. Expand the zoom commands in the Navigation Bar, select Zoom Selected, and select anywhere on the edge, as shown in Figure 1–31. When selected in this order, the edge that is selected is positioned in the center of the screen based on the selected point, and the current zoom is maintained.

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Select this edge

Figure 1–31

10. Expand the zoom commands in the Navigation Bar and select Zoom All to refit the model in the center of the screen. 11. Select anywhere on the same edge and select Zoom Selected in the Navigation Bar to zoom to the selected entity. This time, the model zooms to the selected edge.

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As an alternative to using the Zoom option (not Zoom Selected) you can also use the Full Navigation Wheel. 12. In the Navigate panel or Navigation Bar, click Navigation Wheel).

(Full


Consider trying the various zooming alternatives so that you can decide which works best for you.

13. Click and hold the left mouse button on the Zoom navigation command. 14. Drag the mouse to change the view as required.

15. Release the mouse button to end the navigation command. 16. Click (Full Navigation Wheel) in the Navigate panel or Navigation Bar to close the Full Navigation Wheel. 17. Refit the model in the center of the screen.

Task 4 - Pan the model on the screen.

1. In the Navigate panel or Navigation Bar, click

(Pan).

2. Click and hold the left mouse button. 3. Move the mouse to drag the model.

4. Refit the model in the center of the screen.

You can also pan a model using the middle mouse button or the Full Navigation Wheel.

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5. Ensure that (Pan) is toggled off, and press and hold the middle mouse button to drag the model. 6. In the Navigate panel, click (Full Navigation Wheel) to enable the Full Navigation Wheel. Click and hold the left mouse button on the Pan navigation command. Drag the mouse to pan the view as required.

7. Click (Full Navigation Wheel) again to close the Full Navigation Wheel.


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Task 5 - Rotate the model.

1. In the Navigate panel or Navigation Bar, click (Orbit). A circle displays on the screen. The appearance of the cursor changes, depending on its location relative to the circle.

While you are still within the orbit circle you can also disable the Orbit command by moving the cursor away from

2. Move the cursor inside the circle. The cursor appearance

the model until displays and then clicking in the graphics window.

4. Release the mouse button and move the cursor outside the


can also be used to enable rotating.

To change the center of the rotation, click inside or outside the circle to set the new center.

changes to

.

3. Click and hold the left mouse button and rotate the model freely in any direction.

circle. The cursor appearance changes to

.

5. Click and hold the left mouse button to rotate about an axis through the center of the circle symbol (normal to the screen). 6. Move the cursor to the line at the top of the circle. The cursor appearance changes to

.

7. Click and hold the left mouse button and rotate the model about the horizontal axis.

8. Move the cursor to the line at the right or left side of the circle. The cursor appearance changes to . 9. Click and hold the left mouse button and rotate the model about the vertical axis.

10. Move your mouse over the ViewCube and click in the top-left corner of the ViewCube to orient the model into its Isometric Home view (3D). Alternatively, you can right-click

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and select

to orient the model in the same way.

Note that (Zoom All) only refits the model in the center of the screen and maintains the same orientation.

As an alternative to using (Orbit), you can use the ViewCube, keyboard, or Full Navigation Wheel to rotate a model.

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11. Ensure that (Orbit) is toggled off, click and hold the left mouse button anywhere on the ViewCube, and drag the mouse. Move the mouse away from the ViewCube to exit the Orbit command. 12. Press and hold down . By keeping depressed, the cursor behaves as it did when (Orbit) was active. Release to exit the Orbit command.

13. Press and hold down and the middle mouse button and drag to rotate the model. Release to exit the Orbit command. 14. In the Navigate panel, click (Full Navigation Wheel) to enable the Full Navigation Wheel. Click and hold the left mouse button on the Orbit navigation command. Drag the mouse to rotate the view as required. 15. Click (Full Navigation Wheel) again to close the Full Navigation Wheel. The selection of the method to use to activate the Orbit command is based on user preference. 16. Click

in the ViewCube to orient the model into its Isometric

Home view, or right-click and select

.

17. Select the X in the top right corner of the Navigation Bar to turn off its display.

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18. In the View tab>Windows panel, expand User Interface. Select the box next to Navigation Bar to return it to the display. The remaining options enable you to control the display of the Model browser (Browser), ViewCube, Status Bar, Document tabs, and Marking menu.


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Task 6 - Orient the model.


1. In the Navigate panel or Navigation Bar, click (Look At) to orient a model face parallel to the screen. Select the face as shown on the left in Figure 1–32. The model orients as shown on the right.

Select this face.

Figure 1–32

2. Note that the ViewCube has reoriented and BOTTOM is displayed. Click view.

to orient the model to its Isometric Home

(Look At) works well to orient faces that are not parallel with the Origin Planes. However, the ViewCube is a more efficient option for orienting into views that are parallel with the origin work planes.

3. Select the BOTTOM face in the ViewCube as shown in Figure 1–33. The model orients as it did previously with one less step.

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Select the BOTTOM surface.

Figure 1–33

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4. With the model still in a 2D orientation, move the mouse back over the ViewCube. It displays as shown in Figure 1–34. Select either of the rotating arrows to rotate the model while remaining in the BOTTOM view.

Figure 1–34

5. Select any of the four triangular icons on the ViewCube to change to a different orientation. 6. Practice orienting the model into different orientations. You can also select edges of the ViewCube for orienting. 7. Click

to orient the model into its Isometric Home view.

Task 7 - Manipulate the visual style of the model.

1. In the View tab>Appearance panel, expand Visual Style as shown in Figure 1–35. Note that the model display is set to (Shaded) by default.

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The ability of a system to spin a shaded model and use all of the styles depends on the quality of its graphics hardware.

Figure 1–35 © 2013, ASCENT - Center for Technical Knowledge®

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2. Click (Shaded with Hidden Edge) to set the view display so that it displays hidden edges while shaded.


3. Click next to Origin to expand it in the Model browser, as shown in Figure 1–36.

Figure 1–36

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Planes, axes, center points, and coordinate systems are features that exist in the model by default.

To temporarily display an origin object, hover the cursor over the feature name.

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4. Right-click on the YZ plane in the Model browser and select Visibility. The YZ plane displays as shown in Figure 1–37.

YZ plane

Figure 1–37

5. Hold down and select the XZ plane and Y-Axis. Right-click and select Visibility to display both the XZ plane and Y-Axis in the model.



6. Return the model to the (Shaded) display. The model displays as shown in Figure 1–38.


YZ plane

Y-Axis

Figure 1–38

7. Turn off the visibility for the three origin objects by selecting them all again and disabling the Visibility option. Press and hold down while selecting the option to select all of the objects as one selection set. Task 8 - Edit feature dimensions on the model.

To select features directly on the model you must have the selection filter in the Quick Access Toolbar

2. Double-click on the 10.00 dimension in the graphics window. 3. Enter 15 as the new value, as shown in Figure 1–39, and press .

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set to (Select Features).

1. Right-click on Fillet3 in the Model browser and select Show Dimensions.

Figure 1–39


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4. In the Quick Access Toolbar, click radius of the fillet updates.

(Local Update). The

5. Right-click on Extrusion5 in the Model browser or graphics window and select Show Dimensions. Change the location of Extrusion5 from 65 to 75 units in the center of the model.


(Local Update) recalculates the model geometry. The length of update time depends on the complexity of the change and the model.

6. Right-click on Extrusion2 in the Model browser or graphics window and select Show Dimensions. Change the post height from 275 to 350 units. 7. In the Quick Access Toolbar, click

(Local Update).

8. Double-click on Hole1 in the Model browser or graphics window to open the dialog box and mini-toolbar that was used to create the hole.

9. Change the 80.00 diameter to 50.00 in either the dialog box or the mini-toolbar. Click

in the dialog box or click

in the mini-toolbar to complete the feature change. The model displays as shown in Figure 1–40.

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Figure 1–40

In the Hole diameter example, you edited the feature by opening the Feature dialog box. Alternatively, you can right-click on the feature and select Show Dimension. This is faster for editing multiple dimension values because the model is not updated until you explicitly click (Local Update). Using the Feature Creation dialog box, the model is updated when you click . Therefore, each is updated individually. If you are making a lot of changes, the update can be more time-consuming.

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Task 9 - Save the changes made to the model. 1. In the Quick Access Toolbar, click model.

(Save) to save the


You can also click >Save.

Alternatively, you can

click in the top right corner of the graphics window to close the model.

2. Close the part file by clicking >Close or clicking the X button in the top right corner of the graphics window. Task 10 - Open multiple windows.

The interface enables you to work with multiple open windows. 1. Open XBRACKET.dwg. The header in the graphics window displays the name of the drawing. 2. Open XBRACKET.ipt. A second window opens containing the drawing model.

3. The window containing XBRACKET.dwg is still open. At the bottom of the graphics window, XBRACKET.dwg and XBRACKET.ipt are listed as separate tabs. These can be selected to activate the appropriate windows. Select the XBRACKET.dwg tab to activate it. Task 11 - Delete the rectangular tab protrusion on the model. 1. Select the XBRACKET.ipt tab to activate it.

To select features directly on the model you must have the selection filter in the Quick Access Toolbar

Delete this protrusion

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set to (Select Features).

2. Select the rectangular tab (Extrusion2) as shown in Figure 1–41, in the Model browser. Right-click and select Delete. The Delete Features dialog box opens.

Figure 1–41


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3. Click to confirm the deletion of the sketches that were created as part of the rectangular tab.


Task 12 - Edit the length of the bracket in the drawing.

1. Select the XBRACKET.dwg tab to activate the drawing.

2. The drawing updates and the tab has been removed. If it does not update, click

(Local Update).

3. The dimensions for the deleted feature still display in the drawing. Draw a selection box around the orphaned dimensions (highlighted) and press to delete them. 4. Right-click on the 10.00 length dimension and select Edit Model Dimension. 5. Enter 8 as the new dimension value and press .

6. Activate the window containing the part to verify that the model has changed. 7. Click

in the Quick Access Toolbar to save the model.

8. Close the part file by selecting >Close or clicking the X button in the top right corner of the graphics window. Task 13 - Edit the diameter dimension of the hole in the drawing.

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1. Change the diameter of the hole to 0.5. The diameter of both holes updates simultaneously. This is because the holes were created using the Pattern option. 2. Click in the Quick Access Toolbar to save the drawing. The Save dialog box opens. Ensure that both the part and drawing are saved by clicking

3. Click drawing.

.

to save the changes to both the part and

4. Close the window.

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Practice 1b

Orient and Edit a Part Learning Objectives


Change the visibility of features and the visual style of a model for improved visualization. Orient a model using the ViewCube to display 2D orientations that are planar to the origin planes.

Modify dimension values and delete features to verify feature relationships in a part model.

In this practice, you will practice orienting and editing the model as shown on the left in Figure 1–42. You will modify dimensions, delete a feature, and orient the model by selecting references. The completed model displays as shown on the right in Figure 1–42.

Figure 1–42

Task 1 - Open a model and orient it.

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1. Open valve.ipt. The 3D Model tab is the active tab.

2. Right-click on Work Plane2 and select Visibility to toggle off the display of the work plane.

3. Toggle off the visibility of Work Axis1. The color of the Work Plane2 and Work Axis1 symbols changes in the Model browser. 4. Select the View tab>Appearance panel, expand Visual Style, and click


(Wireframe).

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5. Locate the ViewCube in the top-right corner of the graphics window. Select the faces in the ViewCube to orient the model as shown in views A, B, and C of Figure 1–43. Once a face has been selected you might need to select the arched arrows that display on the ViewCube to spin the 2D orientation, as needed. Once a view has been properly


You can also select edges of the ViewCube for orienting.

oriented, place the cursor on the ViewCube and click to orient the model back to its Isometric Home view. Alternatively, you can press, hold, and drag the cursor on the ViewCube to spin the model back into a 3D orientation.

As an alternative to using the ViewCube,

A

B

click (Look At) in the Navigation Bar and select the appropriate planar surfaces to orient the model.

C

Figure 1–43

6. Orient the model back to its Isometric Home view. 7. Display the model as shaded. Task 2 - Edit the size of a hole.

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1. Double-click on Hole2 in the Model browser to open the Hole dialog box and its mini-toolbar.

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2. Change the hole diameter to 19.




3. Once you click in the dialog box or in the mini-toolbar to confirm the change, the system automatically updates the model. You do not have to manually update it. The model displays as shown in Figure 1–44.

Hole

Figure 1–44

Task 3 - Delete a hole.

1. Right-click on Hole4 in the Model browser or graphics window and select Delete. The Delete Features dialog box opens as shown in Figure 1–45.

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Figure 1–45

Extrusion5 and two work features are highlighted in the Model browser. These features are dependent on Hole4 and cannot exist without it unless you change their references. Knowing how to establish and control feature relationships when modeling a part is extremely important.


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2. Click to confirm the deletion of the highlighted dependent features. The model displays as shown on the right in Figure 1–46.

Hole4

Figure 1–46

Task 4 - Edit dimensions in the model.

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Use the Show Dimensions command to modify the dimensions for Extrustion1 and Fillet4.

1. Make the necessary dimension modifications to Extrusion1 and Fillet4 so that the model updates, as shown in Figure 1–47. The depth of this extrusion changes as the base diameter changes. This is because of feature relationships that were created when the model was created.

Figure 1–47

2. Save the model and close the window.

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Practice 1c

Select Hidden Features Learning Objective


Use the hidden feature drop-down list to efficiently select hidden features in a model.

In this practice, you will edit the dimensions associated with the two features shown in Figure 1–48. You will reorient the model so that the features are hidden, and then use selection techniques to quickly select hidden features without having to reorient the model. Edit the depth of this cylindrical extrusion.

Edit the depth of this triangular cut.

Figure 1–48

Task 1 - Open a model and edit the depth of the hidden triangular cut.

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1. Open querylab.ipt. The 3D Model tab is the active tab.


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2. Reorient the model and change its Visual Style to Shaded with Hidden Edges, as shown in Figure 1–49.

Figure 1–49

3. Select Select Features in the Selection Priority Filter drop-down list as shown in Figure 1–50.

Figure 1–50

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4. Hover the cursor over the triangular cut. A drop-down list displays. Expand the drop-down list and hover the cursor over each of the selections. When the triangular cut highlights, as shown in Figure 1–51, click to selected it. The cut is highlighted in blue in the Model browser.

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Figure 1–51

Alternatively, you can select the triangular cut’s name in the Model browser. The previous method is more effective when you have a model with a large number of the features (extrusions, holes, fillets, etc.), and it is difficult to identify the model features in the Model browser. 5. Right-click and select Show Dimensions. The feature dimensions display.

6. Zoom in, double-click on the 12.5 dimension, and enter 15.

7. Update the model.

Task 2 - Edit the diameter of the circular extrusion.

1. Hover your cursor over the location shown in Figure 1–52.

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Alternatively, you can select the circular extrusion in the Model browser.

Figure 1–52


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2. The drop-down list displays. Scroll through the objects and select the circular extrusion (Extrusion4). Be careful to select the extrusion and not only the surfaces. Extrusion4 highlights in the Model browser if it is the one that is highlighted in the model.

3. Right-click and select Show Dimensions. The feature dimensions display.

4. Zoom in, double-click on the 3.81 dimension, and enter 5. 5. Update the model.

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6. Save the model and close the window.

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Chapter Review Questions


1. After editing the dimensions of a part model, you must open all drawings referencing that part to make the same dimension changes. a. True

b. False

2. Match the numbers shown in Figure 1–53 with the interface components listed below.

2

1

6

5

7

4

3

Figure 1–53

a. Navigation Bar

b. Model Browser

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c. Status Bar

d. Quick Access Toolbar e. Ribbon Panel

f. Graphics Window g. View Cube


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3. Which of the following actions can be initiated in the Model browser? (Select all that apply.) a. Select features.


b. Search c. Changing the order of features. d. Display feature information.

4. Which of the following are valid filename extensions for Autodesk Inventor files? (Select all that apply.) a. .ipt

b. .idw

c. .iam d. .inv

5. What type of Autodesk Inventor file is open when the tools displayed in the Ribbon are as shown in Figure 1–54?

Figure 1–54

a. Presentation file b. Part file

c. Assembly file d. Drawing file

6. Clicking enables you to automatically reorient the display of the model to its top view.

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a. True

b. False

7. Which mouse button do you click and hold to pan the model? a. Left b. Middle c. Right

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8. Which of the following answers describes the purpose of (Local Update)? a. It refreshes the screen after spinning the model.


b. It changes the display mode of the model from hidden line to shaded. c. It re-calculates the geometry after dimension changes. d. It opens a new model.

9. Which combination of items do you select to quickly orient a model face parallel to the screen without spinning? (Select all that apply.) a. A surface and

.

b. A planar surface and c. A surface and

.

.

d. A planar surface and

.

e. A face on the ViewCube.

10. You can open multiple windows in a one session. a. True

b. False

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11. What can you control by right-clicking on the Ribbon and selecting Ribbon Appearance, as shown in Figure 1–55?

Figure 1–55

a. Text descriptions next to buttons in the panel. b. Menus at the top of the interface. c. Command prompts at the cursor. d. Pop-up tooltips on buttons.


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12. What is the purpose of the pull-down menu shown in Figure 1–56?

Figure 1–56

a. To switch back to a previous view or ahead to a current view. b. To cycle through different objects for selection. c. To pan the view left or right.

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d. To zoom in or out on the selected object.

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Command Summary Command

Location

Application Menu

 (top left side of the title bar)

Full Navigation Wheel

 Ribbon: View tab>Navigate panel

Help

 Quick Access Toolbar


Button

 Navigation Bar

 (press < F1>)

Home View

 Ribbon: View tab>Navigate panel  ViewCube

 Context Menu  (press )

Look At

 Ribbon: View tab>Navigate panel  Navigation Bar  ViewCube

Open

 Ribbon: Get Started tab>Launch panel  Quick Access Toolbar  Application Menu

Orbit (rotate)

 Ribbon: View tab>Navigate panel  Navigation Bar  ViewCube

Pan

 Ribbon: View tab>Navigate panel  Navigation Bar

Projects

 Ribbon: Get Started tab>Launch panel  Open and New dialog boxes

Save

 Quick Access Toolbar

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 Application Menu

Visual Style

 Ribbon: View tab>Appearance panel

Zoom


Zoom All


Zoom Selected


Zoom Window



 Navigation Bar

 Navigation Bar

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Inventor 2014 Intro-EVAL

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