Creo Parametric 5.0 Black Book
By Gaurav Verma and Matt Weber
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About this ebook
The Creo Parametric 5.0 Black Book is the third edition of our series on Creo Parametric. With lots of additions and thorough review, we present a book to help professionals as well as learners in creating some of the most complex solid models. The book follows a step by step methodology. In this book, we have tried to give real-world examples with real challenges in designing. We have tried to reduce the gap between university use of Creo Parametric and industrial use of Creo Parametric. In this edition of book, we have included many new features of Creo Parametric like 3D printing, MBD (Model Based Definition), Family tables, Mechanism Design, 3D PDFs, and so on. The book covers almost all the information required by a learner to master Creo Parametric. The book starts with sketching and ends at advanced topics like Sheetmetal, Surface Design, 3D Printing and MBD. Some of the salient features of this book are :
In-Depth explanation of concepts
Every new topic of this book starts with the explanation of the basic concepts. In this way, the user becomes capable of relating the things with real world.
Topics Covered
Every chapter starts with a list of topics being covered in that chapter. In this way, the user can easy find the topic of his/her interest easily.
Instruction through illustration
The instructions to perform any action are provided by maximum number of illustrations so that the user can perform the actions discussed in the book easily and effectively. There are about 1250 small and large illustrations that make the learning process effective.
Tutorial point of view
At the end of concept's explanation, the tutorial make the understanding of users firm and long lasting. Almost each chapter of the book has tutorials that are real world projects. Moreover most of the tools in this book are discussed in the form of tutorials.
Project
Projects and exercises are provided to students for practicing.
For Faculty
If you are a faculty member, then you can ask for video tutorials on any of the topic, exercise, tutorial, or concept.
Gaurav Verma
Gaurav Verma is currently a Full Professor at the Panjab University, Chandigarh, India (Dr. SS Bhatnagar University Institute of Chemical Engineering and Technology, and Adjunct Faculty at the Department of Nanoscience and Nanotechnology). He is a former CV Raman Post-Doctoral fellow from the Department of Chemical Engineering, Massachusetts Institute of Technology (MIT), USA. His research focuses on the areas of applied nanoscience and nanostructured materials.
Read more from Gaurav Verma
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Creo Parametric 5.0 Black Book - Gaurav Verma
Chapter 1
Starting with
Creo Parametric
Topics Covered
The major topics covered in this chapter are:
• Installing Creo Parametric 4.0.
• Starting Creo Parametric.
• Starting a new document.
• Terminology used in Creo Parametric.
• Opening a document.
• Closing documents.
• Basic Settings for Creo Parametric
• Model Properties in Creo Parametric
• Keyboard shortcuts and Mouse Functions
ALT_key_tips.pngInstalling Creo Parametric 4.0
• If you are installing using the CD/DVD provided by PTC then go to the folder containing setup.exe file and then right click on setup.exe in the folder. A shortcut menu is displayed on the screen; refer to Figure-1.
Shortcut_menu_for_installation.pngFigure-1. Shortcut menu for installation
• Click on the Run as administrator option from the shortcut menu. The User Account Control dialog box will be displayed.
• Click on the Yes button from the dialog box. The PTC Installation Assistant dialog box will be displayed; refer to Figure-2.
• Click on the Next button from the dialog box. The License Agreement page will be displayed. Accept the agreement and select the check box below the agreement.
• Click on the Next button from the dialog box. The license page will be displayed; refer to Figure-3.
PTC_Installation_Assistant_dialog_box.pngFigure-2. PTC Installation Assistant dialog box
License_page_of_PTC_Installation.pngFigure-3. License page of PTC Installation
• Enter the license file location in the edit box under Source column in the License Summary node; refer to Figure-4.
License_file_location.pngFigure-4. License file location
• Click on the Next button from the dialog box. Select the check boxes for the applications that you are licensed to install and click on the Install button. The software will be installed.
• After the installation is finished, click on the Finish button to exit.
Starting Creo Parametric
• Click on the Start button from the Taskbar to open the Start Menu.
• Click on the All Programs option and then click on the PTC Creo folder. Next, click on the PTC Creo Parametric 4.0 option from the menu in Windows 7. The program will start; refer to Figure-5.
Start_menu.pngFigure-5. Start menu
• On starting the application, the initial screen of the application is displayed as shown in Figure-6.
Initial_screen_of_Creo_Parametric.pngFigure-6. Initial screen of Creo Parametric
• The elements of interface of the Creo Parametric 4.0 are shown in Figure-7.
Creo_Parametric_interface.pngFigure-7. Creo Parametric interface
The elements in the interface are discussed next.
Creo Parametric 4.0 Interface
The interface of Creo Parametric comprises of various elements like Navigator panel, Browser, Ribbon, File menu and so on. These elements are discussed next.
Navigator panel
The Navigator panel is used to navigate through folders and features. This panel has three tabs named: Model Tree, Folder Browser, and Favorites. The Model Tree tab will be active only when you have opened a model/assembly file; refer to Figure-8.
Model_Tree.pngFigure-8. Model Tree
• The Model Tree contains all the features that are created automatically or manually while creating model or assembly.
• The Insert Here mark in the Model Tree represents the position where the next feature will be inserted.
• Click on the Settings button Settings_button.png to display the menu related to settings; refer to Figure-9.
Model_Tree_settings.pngFigure-9. Model Tree settings
• Using the Open Settings File option, you can open an earlier save setting file.
• To save the existing settings in a file, click on the Save Settings File option. The settings will be saved in .cfg file.
• Click on the Tree Filters option to add or remove the entities being displayed. The Model Tree Items dialog box will be displayed; refer to Figure-10.
Model_Tree_Items_dialog_box.pngFigure-10. Model Tree Items dialog box
• Select the check boxes that you want to display in the Model Tree and click on the OK button from the dialog box.
• Click on the Folder Browser button to display the Folder Browser; refer to Figure-11.
Figure-11. Folder Browser
Folder_Browser.png• Using the Folder Browser, you can easily browse through the folders to get the desired files.
• The Favorites tab is used to display the locations saved as favorite.
• To display or hide the Navigation panel, click on the Show Navigator toggle button in the Status bar; refer to Figure-12.
Show_Navigator_button.pngFigure-12. Show Navigator button
Ribbon
Ribbon is the area of the application window that holds all the tools for designing and editing; refer to Figure-13.
Ribbon.pngFigure-13. Ribbon
The tools in the Ribbon will be discussed later in the book as per their need in designing.
File Menu
The options in the File menu are used to perform operations related to files; refer to Figure-14.
File_Menu.pngFigure-14. File Menu
The options in the File menu are discussed next.
New Tool
The New tool is also available in the Ribbon and Quick Access Toolbar; refer to Figure-15. This tool is used to create a new file. The procedure to use this tool is given next.
New_Tool.pngFigure-15. New Tool
• Click on the New tool from the desired location. The New dialog box will be displayed; refer to Figure-16.
New_dialog_box.pngFigure-16. New dialog box
• Select the desired radio button from the Type area of the dialog box. The related sub-types will be displayed in the Sub-type area.
• Select the desired sub-type and specify the name in the Name edit box.
• For most of the file types, the Use default template check box is displayed. If this check box is selected then the default template is used for creating new files. The units for default templates are in IPS.
• Clear this check box if you want to select any other template.
• Click on the OK button from the dialog box. The file will be created and environment related to selected type will be displayed.
• If you have cleared the Use default template check box then the New File Options dialog box will be displayed; refer to Figure-17.
New_File_Options_dialog_box.pngFigure-17. New File Options dialog box
• Select the desired template and click on the OK button to create the file.
The description of various file types displayed in the New dialog box is given next.
Layout
The Layout radio button in the New dialog box is used to create new layout files. Layout files are used to create layouts based on the ideas. In the layout environment, we can create 2D sketches, we can import images, we can import and edit other layouts, and so on.
Sketch
The Sketch radio button is used to create sketches which are the base blocks for 3D models.
Part
The Part radio button is used to create 3D models. There are four sub-types for this radio button; Solid, Sheetmetal, Bulk, and Harness.
• The Solid sub-type is used to create solid/surface 3D models.
• The Sheetmetal sub-type is used to create sheetmetal models.
• The Bulk sub-type is used to create representation of model elements in assembly. For example, you need a generator of specific kind in your assembly but you do not want to model it, then you can save generator in the bill of material (BOM) by making it a bulk part.
• The Harness sub-type is used to creating wiring in the model. This button is generally active when you are working in an assembly and from within the assembly, you need wire harness or pipe harness.
Assembly
The Assembly radio button is used to create assemblies of solid/sheetmetal parts. There are 10 sub-types for this radio button; Design, Interchange, Verify, Process Plan, NC Model, Mold layout, External simplified representation, Configurable Module, Configurable product, and ECAD.
• The Design sub-type is used to create assembly designs.
• The Interchange sub-type is used to create a special type of assembly that you can create and then use in a design assembly. An interchange assembly consists of models that are related either by function or representation. You can create both functional interchanges (to replace functionally equivalent components) and simplify interchanges (to substitute components in a simplified representation) in the same interchange assembly. Interchange assemblies, like family tables and layouts, provide a powerful method of automatic replacement.
• The Verify sub-type is used to verify the model with respect to the point cloud generated by laser scanner. We get a scan data from the laser scanner for the manufactured assembly and then we compare it with our model.
• The Process Plan sub-type is used to document the process of assembling/dis-assembling parts in the assembly.
• The NC Model sub-type is used to create manufacturing model of the assembly.
• The Mold layout sub-type is used to create layouts for molds.
• The External simplified representation sub-type is used to create representations of the assembly. These representations can be saved independent of the parent assembly file.
• The Configurable module sub-type is used to create modules that consist of parts and assemblies interrelated to each other by some related. The module can be configured with the help of variables.
• The Configurable product sub-type is used to create configurable assemblies.
• The ECAD sub-type is used to create electronic board design.
Manufacturing
The Manufacturing radio button is used to create manufacturing models for creating nc codes of cnc machines. There are 8 sub-types available for this radio button; NC assembly, Expert Machinist, CMM, Sheetmetal, Cast cavity, Mold cavity, Harness, Process plan, and Additive Manufacturing.
• The NC assembly sub-type is used to create assembly model for manufacturing a component on nc machine like turning centers and milling centers.
• The Expert Machinist sub-type is used to perform the same work as done in NC assembly sub-type. But, the Expert Machinist is a lite version of NC assembly and is having limited tools to perform action. A book with the name Creo Manufacturing 2.0 for Designers and Machinists is already available in the market on this topic from same author.
• The CMM sub-type is used to create programs for Coordinate Measuring Machines.
• The Sheetmetal sub-type is used to generate nc codes for sheetmetal forming machines.
• The Cast cavity sub-type is used to create cavity for casting the model part.
• The Mold cavity sub-type is used to create mold for the model part.
• The Harness sub-type is used to create wiring/piping for manufacturing/lay outing.
• The Process plan sub-type is used to generate manufacturing process plan.
• The Additive Manufacturing sub-type is used to create products by 3D printing and other additive manufacturing techniques.
Drawing
The Drawing radio button is used to create drawings from models and assemblies. The drawings are the paper representations of the models and assemblies for manufacturing.
Format
The Format radio button is used to create format for drawings. These formats are later used in multiple drawings.
Notebook
The Notebook radio button is used to create notes of ideas regarding the design.
Open Tool
The Open tool is used to open Creo Parametric files and import files of other modeling applications. The procedure to use this tool is given next.
• Click on the Open tool from the File menu, Ribbon, or Quick Access Bar. The File Open dialog box will be displayed; refer to Figure-18.
Figure-18. File Open dialog box
File_Open_dialog_box.png• The left pane of the dialog box is used to access the common folders. Note that the files that are not saved but are in use in current session can be accessed by click on the In Session link from the Common Folders area in the left pane.
• Click on the Views tool in the toolbar of the dialog box. The drop-down will be displayed as shown in Figure-19.
Views_drop-down.pngFigure-19. Views drop-down
• Select the desired radio button to display the files in the desired manner.
• Click in the Type drop-down to specify the file type; refer to Figure-20.
Type_drop-down.pngFigure-20. Type drop-down
• Double-click on the file under the Name column of the dialog box. The file will open.
Save Tool
The Save tool in the File menu is used to save the files. If you are saving a file for the first time then the Save Object dialog box will be displayed otherwise the file will be save automatically. The procedure to use this tool is given next.
• Click on the Save tool from the File menu, Ribbon, or Quick Access Toolbar. If you are saving a new file for the first time then the Save Object dialog box will be displayed; refer to Figure-21.
Save_Object_dialog_box.pngFigure-21. Save Object dialog box
• Specify the location of the file and click on the OK button from the dialog box to save it.
• Now, if you again click on the Save button then the Save Object dialog box will not be displayed and the file will be automatically saved with same name and settings.
Save As
There are three options in the File menu for Save As tool; refer to Figure-22. The Save a Copy option is used to create a copy of the file with new name. The Save a Backup tool is used to create a backup copy of the current file in the same directory. The Mirror Part tool is used to save a mirror copy of the current file. Note that the files saved by this tool automatically synchronize with the original file.
Save_As_options.pngFigure-22. Save As options
The procedure to use this tool is given next.
• Click on the desired tool from the Save As cascading menu; refer to Figure-22. (Mirror Part in our case).
• The related dialog box will be displayed; refer to Figure-23.
Mirror_Part_dialog_box.pngFigure-23. Mirror Part dialog box
• Specify the new name in the New name edit box and set the parameters as required.
• Click on the OK button from the dialog box. The part will be saved with the new name.
The Print tool is used to take printouts of the drawings/models for shop floor use. There are three options for printing; refer to Figure-24. The Print option is used to take print out of the object currently displayed in the drawing area. In this case, you can configure the printer as per your requirement. The Quick Print option is used to take quick prints of the objects. In this case, you can only select a printer. You cannot change the settings of the printer. The Quick Drawing option is displayed for models and assemblies. Using this option, you can quickly create drawings from the model/assembly and take print outs. The Prepare for 3D Printing option is used to prepare the model 3D Printing. You will learn more about this option later in the book. The Order 3D Print option is used to order the 3D printed model of current model/assembly online. The procedures to use these tools are given next.
Figure-24. Print options
Print_options.pngPrint tool
• Click on the Print option from the Print cascading menu; refer to Figure-24. The Print dialog box will be displayed; refer to Figure-25.
• Click on the config_button.png button and add the desired printer.
• Click on the Configure button from the dialog box and specify the desired parameters in the dialog box displayed; refer to Figure-26. Click on the OK button after specifying the parameters.
Print_dialog_box.pngFigure-25. Print dialog box
Shaded_Image_Configuration_dialog_box.pngFigure-26. Shaded Image Configuration dialog box
• Click on the OK button from the dialog box to print the object.
Quick Print tool
• Click on the Quick Print tool from the Print cascading menu. The Print dialog box will be displayed as shown in Figure-27.
Print1_dialog_box.pngFigure-27. Print dialog box
• Select the desired printer from the Name drop-down in the dialog box.
• Set the desired parameters and then click on the OK button from the dialog box to print the objects.
Quick Drawing tool
• Click on the Quick Drawing tool from the Print cascading menu. The Quick Drawing dialog box will be displayed; refer to Figure-28.
• Select the desired views from the View Layout area of the dialog box.
• You will learn more about the parameters later in the book. For the moment, click on the OK button from the dialog box. The Print dialog box will be displayed as discussed earlier.
• Click on the OK button from the dialog box to print.
Figure-28. Quick Drawing dialog box
Quick_Drawing_dialog_box.pngYou will learn about 3D Printing options later in the book.
Close Tool Close_button.png
The Close tool is used to close the current file without closing the application.
Manage File
The Manage File options are used to manage files of Creo Parametric. There are five options available in this cascading menu; Rename, Delete Old Versions, Delete All Versions, Declare, and Instance Accelerator; refer to Figure-29.
Manage_File_options.pngFigure-29. Manage File options
• The Rename tool in the Manage File cascading menu is used to rename the current file. To rename the file, click on this tool. The Rename dialog box will be displayed; refer to Figure-30. Specify the desired name and click on the OK button from the dialog box.
Rename_dialog_box.pngFigure-30. Rename dialog box
• The Delete Old Versions tool is used to delete all the previous versions of the file but to keep the latest version of the file. Note that as many times you save the file in Creo Parametric, it creates a new version of file so that anytime you can go back to previous versions. But more versions take more space on disk. So, the Delete Old Versions tool is used to delete the older versions. To delete the older versions of the file, click on the Delete Old Versions tool from the File menu. The Delete Old Versions dialog box will be displayed. Click on the Yes button from the dialog box to delete the older versions of the file.
• The Delete All Versions tool is used to delete the file and its history from session and working directory. This tool works in the same way as the previous tool works.
• The Declare tool is used to declare any axis or datum as global for assembly purpose. For using this tool, you must have a notebook active in session. You can create a notebook by using the New dialog box. Once you have declared a datum as global, each part of assembly can use it for locating itself.
• The Instance Accelerator tool is used to used to delete all the useless data of the current file so that the work can be done more efficiently on the file. Using this tool, you can delete the previous versions of the file that are of no use now. On selecting this tool, the Instance Accelerator dialog box will be displayed; refer to Figure-31. Click on the Purge button to accelerate the system processing.
Instance_Accelerator_dialog_box.pngFigure-31. Instance Accelerator dialog box
Model Properties
The Model Properties option is available in the Prepare cascading menu of the File menu; refer to Figure-32. This tool is used to change the properties of the model. The procedure to do so is given next.
Model_Properties_option.pngFigure-32. Model Properties option
• Click on the Model Properties option from the Prepare cascading menu. The Model Properties dialog box will be displayed; refer to Figure-33.
Material Selection
Using the options available in the Materials area of the dialog box, you can change the properties of the model related to material. The steps are given next.
• Click on the Change link button next to Material in the Materials area of the dialog box; refer to Figure-34.
Model_Properties_dialog_box.pngFigure-33. Model Properties dialog box
• Open the desired directory and double-click on the desired material from the list of material to add it to the list of materials used for the current model. The material will be added in the list at the bottom as shown in Figure-35.
• If you want to edit the parameters of the material before applying it to model, then double-click on the material in the Materials in Model area of the dialog box. The Material Definition dialog box will be displayed; refer to Figure-36.
Figure-34. Materials dialog box
Materials_dialog_box.pngMaterials_in_Model.pngFigure-35. Material to be applied to model
Material_Definition_dialog_box.pngFigure-36. Material Definition dialog box
• The dialog box allows you to change the mechanical and thermal properties by using the Structural and Thermal tabs, respectively. Similarly, you can change the Miscellaneous properties and appearance of the material.
• After setting the desired properties, click on the OK button from the dialog box.
• Make sure the desired material is selected in the Materials in Model area of the dialog box as assigned; refer to Figure-37 and then click on the OK button from the dialog box.
• If the desired material is not assigned the right-click on the desired material from the Materials in Model area. A shortcut menu will be displayed; refer to Figure-38.
Figure-37. Material assigned
Material_assigned.pngFigure-38. Shortcut menu for material
Shortcut_menu_for_material.png• Click on the Assign option from the menu to assign the material and then click on the OK button from the dialog box.
Unit System
The Unit option in the Model Properties dialog box is used to change the unit system for modeling. The procedure to change the unit system is given next.
• Click on the Change link button for Units in the Materials area of the dialog box. The Units Manager dialog box will be displayed; refer to Figure-39.
Units_Manager_dialog_box.pngFigure-39. Units Manager dialog box
• Select the desired unit system from the list in the dialog box and click on the Set button to apply the units. The Changing Model Units dialog box will be displayed; refer to Figure-40.
Changing_Model_Units_dialog_box.pngFigure-40. Changing Model Units dialog box
• If by mistake you have designed your model in inches or mm and you want the system to interpret 1 as 1 mm or 1 mm as 1
, then click on the Interpret dimensions radio button.
• If you want to convert your model unit system from inch to mm or vice-versa, then click on the Convert dimensions radio button.
• After selecting the desired radio button, click on the OK button from the dialog box. The selected unit system will be applied for the model.
Sometimes, we need to use a unit system different to standard unit system. In those cases, you can create a unit system as per your requirement. The steps are given next.
• Click on the New button from the Unit Manager dialog box. The System of Units Definition dialog box will be displayed; refer to Figure-41.
System_of_Units_Definition_dialog_box.pngFigure-41. System of Units Definition dialog box
• Click on the edit box of Name area and specify the desired name in it.
• Select the desired radio button from the Type area of the dialog box.
• From the Units area, select the units for each property.
• Click on the OK button from the dialog box. The unit system will be created with the specified name.
• You can set the newly created unit system as discussed earlier.
Mass Properties
Using the Mass Properties option, you can change the density, inertia and other mass properties of the model. The procedure to change the mass properties is given next.
• Click on the Change button next to Mass Properties in the Model Properties dialog box. The Mass Properties dialog box will be displayed; refer to Figure-42.
Mass_Properties_dialog_box.pngFigure-42. Mass Properties dialog box
• Specify the desired value for density in the Density edit box.
• Click on the Calculate button. Based on the specified density, the other properties are calculated and displayed in the dialog box.
• You can generate report of the properties by using the Generate Report button.
• Now, close the dialog box by clicking on the Close button.
You will learn about other options in the Model Properties dialog box and ModelCHECK options in Prepare cascading menu of the File menu later in the book.
Send Options
The Send options in the File menu are used to share the model files with peers. There are two options available for sending a file to peers; Mail Recipient (As Attachment) and Mail Recipient (As Link). The procedure for both the options is similar. The procedure is given next.
• Click on the Mail Recipient (As Attachment) option from the Send cascading menu in the File menu; refer to Figure-43. The Send As Attachment dialog box will be displayed; refer to Figure-44.
Mail_Recipient_option.png