9
Assessing Novice CAD Model Creation and Alteration
Xiaobo Peng1, Prentiss McGary2, Michael Johnson3, Bugrahan Yalvac4 and Elif Ozturk5
Prairie View A&M University, xipeng@pvamu.edu
Prairie View A&M University, prentissmcgary@yahoo.com
3
Texas A&M University, johnson@entc.tamu.edu
4
Texas A&M University, yalvac@tamu.edu
5
Texas A&M University, alpe44@neo.tamu.edu
1
2
ABSTRACT
To allow for the efficient reuse of existing CAD models, design intent has to be clearly
conveyed in the original design. A modeling and alteration exercise was implemented
in a freshman class using NX to assess the CAD modeling procedures of novice CAD
users. To analyze the effects of CAD model attributes on alteration time and
procedure, the attributes of both the original and altered models were analyzed. A
survey was conducted which assessed students’ perception of the original models. The
analysis data and survey results are presented in this paper. The results show the
effects of different incentives on modeling and how the feature selection and
organization correlate to proper design intent. This work provided base data for the
study to form preferred CAD modeling procedures.
Keywords: CAD, design intent, attributes, NX.
DOI: 10.3722/cadaps.2012.PACE.9-19
1
INTRODUCTION
Today the digital computational tools, including Computer Aided Design (CAD)/Computer Aided
Manufacturing (CAM)/Computer Aided Engineering (CAE) tools, have become ubiquitous in the design
and manufacturing industries, like GM, Ford, Boeing, and 3M etc. [10] The use of these tools can
reduce product cycle time and increase quality. The product design processes in the industry have
proceeded more and more as a “virtual product” generation process enabled by the CAD tools [4].
Today’s industries demand that universities graduate engineers who are prepared with the skills of
using appropriate modern CAD/CAM/CAE tools [5]. A student who is not knowledgeable in using
CAD/CAM/CAE tools will be placed in a distinct disadvantage after graduation in this highly
competitive environment [10]. The training of these tools has been considered as mandatory for
engineering students.
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Although the advances in CAD tools have changed the practice of professional engineering, the
curriculum for engineering education has not kept pace in adapting such technologies [5]. According
to a survey conducted by Ye et al. [17] on how industries evaluate the current CAD education in
colleges and universities, 74 percent of the participants from the industries indicated that current
CAD education is inadequate. Most current CAD instructions are focused on teaching declarative
knowledge – the key strokes and button picks required to perform certain tasks in specific software
platforms. Very limited attentions have been paid to teach students how to create a good model which
can be easily understood, altered, and reused by others [8], [9]. Many of the new products are based on
the reuse or alteration of the previous designs [12]. CAD allows the easy reuse of existing components
and assemblies. To allow for the efficient reuse of existing CAD models, design intent has to be clearly
conveyed in the original design [8]. To leverage the power of modern CAD tools and create models that
are easily understood and altered, students must learn to properly convey the design intent of a given
model [15].
To address the deficit of the CAD education, the authors have worked on the creation of
empirically-derived prescriptions and instructional activities to improve students’ CAD skills. This
paper presents the initial work of implementing a CAD modeling and alteration exercise adopted from
Johnson’s previous work [8],[9] in a freshman mechanical engineering class. The goal of this work is to
assess the CAD modeling procedures of novice CAD users and analyze how the feature selection and
organization correlate to proper design intent. Ultimately our goal is to form preferred CAD modeling
procedures.
The rest of the paper is organized as follows. In Section 2, related works are reviewed. Section 3
presents details on methodology. Analyses and results are discussed in Section 4. Discussion and
limitations are presented in Section 5. Conclusions and future works are described in Section 6.
2
RELATED WORK
Literature has suggested that a skilled CAD user should possess two distinctive skills, namely
declarative knowledge and procedural knowledge (also referred as strategic knowledge) [2], [3], [6],
[11], [14]. Declarative knowledge is the knowledge of the commands which can be used on a particular
CAD system. It is the knowledge of knowing that or knowing what [11], [14]. The procedural
knowledge is the knowledge of strategies or alternative methods, which can be used to carry out a task
in CAD. It is referred as the knowledge of knowing how.
The design intent would fall under the category of strategic knowledge [3], [9]. Design intent
encompasses all of the major decisions related to CAD modeling: feature selection, order, and
organization [13]. Design intent can broadly be defined as the purpose or rationale behind the choice
of a given design object [7]. It includes the constraints and parameters that define the features and
relationships between features [9], [14].
In the work conducted by Lang et al. [11], the procedural knowledge was extracted from
keystrokes analysis. They concluded that the procedural knowledge is transferable between CAD
systems. Chester [3] presented an instructional experiment with novice CAD learners where the
specific procedural command training and spatial ability training were introduced to enhance
students’ CAD strategic knowledge. Rynne and Gaughran [14] presented a theoretical frame work to
define the cognitive aspects of the modeling tasks. Their findings indicated that students can better
convey design intent if they have the ability to visualize and deconstruct objects and to cognitively
assemble them. In turn the users become more efficient in using the CAD systems. Hamade et al. [6]
collected performance time data through CAD exercises using Pro/Engineer. Declarative and
procedural learning curves were generated respectively from the data. The results showed that the
Computer-Aided Design & Applications, PACE (2), 2012, 9-19
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procedural and declarative components of CAD learning are largely cognitive. Wu [16] carried out a
similar work to study the learning models of industrial design students. His results backed up the
findings of Hamade et al. Recently Alducin-Quintero et al. [1] used annotations in CAD models to
improve design intent communication. Their work assessed the impact of annotations in the
engineering change process. The experimental results showed that the time to perform engineering
changes in existing models was reduced by 10-20% when providing annotations in the CAD models.
All the aforementioned researches suggested that strategic knowledge or design intent is critical
to the efficient use of CAD systems but is not generally highlighted in CAD education and training.
The strategic knowledge is even more important for novice learners of CAD because applying design
intent early in the CAD modeling may prevent later model failure. In addition, it is possible to embed
strategic knowledge instruction into command teaching without affecting command knowledge [3].
However, most of the researches were focused on assessing the impact of the strategic knowledge in
CAD performance. There is little comprehensive empirical work in the area of relating model
attributes to design intent. While some CAD modeling prescriptions to improve the communication of
design intent have been proposed by Hamade et al. [6] and Rynne and Gaughran [14], they are limited
and usually not backed up by empirical evidence.
Most recently, Johnson and Diwakaran [8], [9] have performed empirical experiments to evaluate
the modeling procedures and attributes that facilitate model understanding and alteration. The
experiments were carried out in junior and senior level CAD related courses using Pro/Engineering
and SolidWorks. This paper presents the preliminary findings of the CAD modeling and alteration
exercise implemented in a freshman level course using NX. The ultimate goal of all these works is to
form preferred CAD modeling procedures to best convey design intent in cross-platform CAD
systems.
3
METHODOLOGY
To assess the CAD modeling and alteration processes of novice users, an exercise was carried out in
the freshman CAD course in Mechanical Engineering. It is a 3 hours laboratory class where students
learn engineering graphics and 3D modeling based on NX. The modeling and alteration exercise was
implemented in two weeks towards the end of the semester when the students had achieved
significant familiarity and competence with the software.
During the exercise, the students were divided into two groups based on their performance in the
class so that two groups had similar CAD skill level distribution. The exercise was conducted in two
phases. Phase one is the modeling phase. Phase two is the alteration phase. In phase one, both groups
were asked to build the original model as shown in Fig. 1 with different goals. The goal of group one
(denoted as speed group) was to model the part as quickly as possible. The group two (denoted as
alteration group) was told that their goal was to design the part so that it could be easily altered by
another member of the class next week. The students were given 100 minutes to complete their
models. Their time of completion was recorded after the instructors checked the accuracy of the
models. Students were given extra credits to participate in the exercise based on their performance.
Five, three, or two points were given to the students in top third, second third, and bottom third of
each group respectively. The students were not aware of the altered design when they were creating
the original models.
In phase two, the same two groups of students were asked to conduct the alteration exercise. The
models of the students who finished in the top third of each incentive group in phase one were
distributed to the other incentive group to be altered; three students attempted to alter each of the
models. The students were again given 100 minutes to alter the original models to the model shown in
Computer-Aided Design & Applications, PACE (2), 2012, 9-19
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Fig. 2. The students were not made aware of which incentive group provided the model they were
altering. Their time of completion was recorded again.
After the alteration phase, the students were asked to complete an anonymous survey to assess
the designs that they had altered. The survey asked students to rate the design using three metrics in
seven point scale (1 as the lowest rate; 7 as the highest rate). Specifically, they were asked to rate the
intuitiveness of organization, feature order of the model, and overall rating to the model. The survey
also asked the students to rate how helpful certain modeling attributes would be to their alteration of
the original model. This was again done on a seven point scale (1 – would make the model much
worse; 7 – would be very helpful). The attributes assessed included: the naming of features; the use of
more complex features; the use of simpler features; the use of patterns and mathematical relations;
the use of copy and mirror features; and the use of datum geometry for referencing features. The
surveys were collected based on the incentive groups.
To analyze the effects of CAD model attributes on alteration time and procedure, the attributes
of both the original and altered models were evaluated. The attributes were based on those described
by Rynne and Gaughran [14] and Johnson and Diwakaran [9]. They were slightly modified to reflect
aspects unique to NX based on the expertise of the authors. These attributes and quantities are listed
and described in Tab. 1. The attributes of the original and altered models were compared for each
incentive group. The correlations between the attributes of the original models were assessed. The
survey results were also analyzed. The detailed results are presented in the next section.
Fig. 1: Drawing of the original design.
Computer-Aided Design & Applications, PACE (2), 2012, 9-19
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Fig. 2: Drawing of the altered design.
4
RESULTS
The results for the completion time are listed in Tab. 2. In the modeling phase, there were 8 students
in the speed group and 9 students in the alteration group. Four students in each group completed the
original modeling exercise in 100 minutes. The completion rates were 50% for speed group and 44.4%
for alteration group. The average completion time for speed group was 69.6 minutes (standard
deviation was 20.3 minutes). The average completion time for alteration group was 71.5 minutes
(standard deviation was 17.3 minutes). The alteration group had an average completion time that was
1.9 minutes greater than speed group, but the difference is not statistically significant (t=0.14,
p=0,446). In alteration phase, the speed group (group one) worked on the models originally designed
by alteration group (group two). The alteration group worked on the models originally designed by
speed group. Only 1 out of 8 students in the alteration group completed the alteration task. 2 out of 6
students in the speed group completed the alteration task. The completion rates were 33.3% for speed
group and 12.5% for alteration group. The average completion time of the alteration group was 23.7
minutes longer than that of the speed group. The difference is statistically significant at the p<0.1
level (t= 4.67, p=0.067). The total time (modeling and alteration) for the models originally designed by
the alteration group was 134.8 minutes, which was 21.8 minutes less than the time for the models
originally designed by the speed group (156.6 minutes). The preliminary results agreed with the
predicted trend that the incentive has an effect on the completion time of CAD modeling. The
completion time and rate show that the models originally created by the alteration group were easier
to alter than the models created by the speed group.
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Attribute
Correct Initial
Sketch Plane
Correct Model
Origin
Correct Base
Feature
Correct Part
Orientation
Correct Feature
Sequence
Number of Features
Use of Reference
Geometry
Simple sketch and
feature geometry
Incorrect Feature
Terminations
Number of Pattern
Features
Number of Mirror
Features
Number of New
Features
Number Of
Features Deleted
Percentage of
Feature Retained
Number of Features
Unchanged
Number Of
Features Changed
Description
Denotes whether the sketch for main block feature is placed on the
proper datum in the model
Center of main block feature located at global origin
Main block as first (non-datum) feature
Proper orientation of part in the model
Should begin with main feature and end with ancillary features (e.g.
chamfers and rounds)
The total number of features. Sketches are not counted as additional
features; pattern features include the pattern, the original feature,
any additional required geometry; mirrors are counted as a single
feature; all datum features (outside default planes and coordinate
system) are included
All datum features (outside default planes and coordinate system)
Average number of sketch segments per extrusion or revolve; rounds
and chamfers per feature
Number of features that do not have correct feature terminations
(e.g., through holes not defined as such)
Measure
Binary:
0 – no.
Binary:
0 – no.
Binary:
0 – no.
Binary:
0 – no.
Binary:
0 – no.
1 – yes;
1 – yes;
1 – yes;
1 – yes;
1 – yes;
Whole number
Whole number
Real Number
Whole number
All pattern features
Whole number
Includes both solid and sketched mirror features
Whole number
The number of new features added to alter the model to the final
design
The number of features in the parent model that were deleted during
alteration
The percentage of features from the parent model that are retained
with or without changes made
The number of features that have been carried over to the altered
model as is from the parent model
The number of features that have been modified in the altered model
Whole number
Whole number
Real Number
Whole Number
Whole Number
Tab. 1: Descriptions of assessed model attributes.
The attributes of the original models were then evaluated. The data were analyzed to examine any
statistically significant difference between two groups as shown in Tab. 3. All the students in both
groups used the right sketch plane, base feature, and orientation. However, none of the students used
the right origin and the correct feature sequence. The alteration group used less number of features.
This contradicts to the results in previous work [9]. The alteration group used more reference
geometry features. It would be expected as using the reference features will cause more modeling time
and help the models easier to be altered. The speed group used more segments per feature and more
incorrect feature terminations than the alteration groups. This would be expected because one can
create a model faster without defining correct feature termination, but it will make the model harder
to change. These differences are in agreement with the previous work. However, all these differences
are not statistically significant as seen in Tab. 3.
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Speed
Alteration
t
Total Students Participating in Phase one
8
9
-
Significance
(1-tailed)
-
Number Completing Modeling
Incentivized for
4
4
-
-
Average Completion Time (minutes)
69.6
71.5
0.14
0.446
Standard Deviation
20.3
17.3
-
-
47.8
55.7
-
-
Alteration
Speed
t
Significance
(1-tailed)
Total Students Participating in Phase Two
8
6
-
-
Number Completing Alteration
1
2
-
-
12.5%
33.3%
-
-
87
63.3
0.067
N/A
4.13
4.67
-
87
60.4
-
-
Minimum
Group
Completion Percentage
Average Alteration Time (minutes)
Standard Deviation
Minimum Alteration Time
-
Tab. 2: Completion time for speed group and alteration group.
The correlations between the various model attributes for the original models were analyzed as
shown in Tab. 4. Most of the correlations were not statistically significant at p<0.1 level. It is worth to
mention that the original modeling time was positively correlated with the number of features and
negatively correlated with the number of complex features (i.e. higher average number of segments
per feature). This is in agreement with the results of Hamade et al. [6] and Johnson and Diwakaran [9].
The modeling time was negatively correlated with the number of incorrect feature terminations. This
would be expected as explained above. However, it was not expected that a negative correlation was
shown between the modeling time and the number of reference geometry features. There was a
negative correlation between the number of features and the number of sketch and feature segments
per feature. Because the more complex features are used, the less number of features would have been
required.
Because only a few students completed the alteration task, no t-test and correlations were
analyzed. For future reference, the attributes and derived quantities for the altered models were still
evaluated as shown in Tab. 5. The feature retention percentage of the models originally created by the
alteration group was much higher than the models originally made by the speed group. This indicates
that the quality of the original models made by the alteration group is better than that of the speed
group. This makes the models easier to be altered later.
Speed
Alteration
t
Significance
(1-tailed)
Total Students Participating
8
8
N/A
N/A
Students Completing Exercise
4
4
N/A
N/A
69.6
71.5
0.14
0.446
Sketch Plane
1
1
-
-
Origin
0
0
-
-
Base Feature
1
1
-
-
Group
Original Design Time
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Orientation
1
Correct Feature Sequence
1
-
-
0
0
-
-
Number of Features
19.25
17.50
-0.70
0.256
Reference Geometry
0.50
0.75
0.45
0.335
Average Number of Segments
8.47
4.74
-0.84
0.216
Incorrect Feature Terminations
6.50
6.25
-0.19
0.426
Number of Mirrors
0
0
-
-
Number of Patterns
1.00
0.00
-1.41
1.943
Tab. 3: Statistical t-test between original model attributes.
Time
Orientation
No. of
Features
Reference
Geometry
Avg. No.
of Sgmts
0.127
0.280
-0.022
-0.484
-0.467
0.425
0.764
0.502
0.960
0.224
0.243
0.294
0.399
-0.747
0.058
0.330
0.189
0.328
0.033
0.891
0.425
0.654
-0.274
-0.227
0.468
0.371
0.512
0.588
0.242
0.365
-0.343
-0.328
0.269
0.405
0.428
0.519
-0.205
-0.430
Orientation
No. of Features
Reference
Geometry
Incorrect
No. of
Feat. Term. Patterns
Avg. No. of
Sgmts
0.626
0.287
-0.119
Incorrect Feat.
Term.
0.779
Bold values are significant at the p<0.1 level.
Tab. 4: Correlations between attributes of the original models.
Speed
Alteration
Alteration Time
87
63.3
No. of Features
Parent Model
24
25
Reference Geometry
1
1
Avg. No. of Sgmts.
4
4.06
Incorrect Feat. Term.
9
9
No. of Mirrors
0
0
No. of Patterns
0
0.5
No. of New Feat.
18
16.5
No. of Feature Deleted
10
11.5
Percentage Retention
37.5
51.65
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Retained Without Change
0
0
No. of Feature Changed
6
8.5
Tab. 5: Average results between altered model attributes.
To compare the perception of what the students believe would be helpful during alteration with
the above empirical results, survey data for the exercise tabulated by incentive groups are shown in
Tab. 6. The attributes were rated on a seven point scale with a seven signifying that this attribute
would be very helpful. There was a very small difference in opinions between the incentive groups.
The students preferred the complex feature to the simpler features. Both groups preferred using
patterns and mirrors in replicating geometry. The students had neutral opinions regarding the naming
of features and the use of datum geometry. All three ratings (intuitiveness of organization,
intuitiveness of feature order, and overall model quality) were higher for the models created for ease
of alteration. These models were perceived as better structured, easier to understand, and better
design intent conveyed. The survey results are generally in agreement with the analysis data.
Speed
Alteration
t
Significance
(1-tailed)
Naming Features
5.38
4.83
0.850
0.206
More Complex Features
4.50
4.33
0.197
0.423
Simpler Features
4.13
3.67
0.432
0.337
Patterns and Relations
5.25
5.83
-0.926
0.186
Mirror and Copy
5.50
5.67
-0.231
0.410
Referencing Datum Planes
4.88
4.83
0.042
0.483
Intuitive Organization
5.00
5.13
0.195
0.424
Intuitive Feature Order
4.17
5.00
0.995
0.170
Overall Rating
4.50
5.50
1.143
0.138
Parent Model
Tab. 6: Survey results.
5
DISCUSSION
The modeling and alteration exercise provided some valuable findings in understanding the CAD
modeling procedures of novice CAD users. Generally the students did not know how to set the correct
origin and coordinate system. The correct coordinate system is the very important first step to build a
model which can capture the design intents. The students had little concept of choosing the correct
feature terminations and feature sequence. For example, when designing a “through hole”, most of the
students would set the depth of the hole rather than to set a “through surface”. Some feature
operations, such as “edge blend” and “chamfer”, should be designed after all the main features are
designed. Most of the students are not familiar with using “mirror” and “pattern” (named as “instance”
in NX), although they agreed in the survey that these features are very helpful. The work also provided
some empirical evidence on relating the model attributes to design intent. It was found that original
modeling time was positively correlated with the number of features and negatively correlated with
the number of complex feature. These are in agreement with the previous works [6], [9]. Using the
reference features and defining correct feature terminations will cause more modeling time but will
make the models easier to be altered.
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There are some limitations of this work. One significant limitation is that the sample size of the
student participants was very small. Because of this, the correlations of the model attributes for the
altered models were not analyzed in this work. Another limitation is that the participants were all
freshman students. They had very limited experience on CAD. They might not know any alternative
ways in which they could design and alter a model.
6
CONCLUSIONS AND FUTURE WORK
This paper presented a modeling and alteration exercise that was implemented in a freshman class.
The CAD program NX was used. The work was to assess the CAD modeling procedures of novice CAD
users. Two groups of students were formed and incentivized with different goals. The first group’s
goal was to design the part as quickly as possible. The second group’s goal was to design the part so
that it can be easily altered. The parts were then exchanged between the groups and altered. A survey
was conducted which assessed the students’ perception of the original models. The attributes of the
completed original and altered CAD models were analyzed. The analysis data and survey results are
presented in this paper. The preliminary results showed that the incentive has an effect on the
completion time of CAD modeling. The completion time and rate shows that the models originally
created by the alteration group were easier to alter than the models created by the speed group. The
results also show how the feature selection and organization correlate to proper design intent. This
work provided base data for the study to form preferred CAD modeling procedures. The preferred
modeling procedures can be adopted by CAD educators to instruct students to create CAD models
more effectively and efficiently.
Future work will be focused on involving more students and more expert CAD users in the
exercise. The engineers working in the industries will be engaged in the experiments. With more data
collected, more correlations between the model attributions and design intent will be found. All the
data collected on different CAD platforms (including Pro/Engineering, Solidworks, and NX) will be
compared. They will be used to form a “generic approach” for conveying design intent in CAD
modeling. This “generic approach” and the concept of design intent will then be taught to the
students.
ACKNOWLEDGEMENTS
The work is supported by the National Science Foundation under EEC Grant Numbers 1129403 and
1129411. Any opinions, findings, conclusions, or recommendations presented are those of the authors
and do not necessarily reflect the views of the National Science Foundation. The authors also thank the
PACE program (Partners for the Advancement of Collaborative Engineering Education) for providing NX
software.
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