Ibrahim Zeid: Rsrecial
Ibrahim Zeid: Rsrecial
Ibrahim Zeid: Rsrecial
I tl'JNDIAN ~
Ii EPI"'ION ' ~
IBRAHIM ZEID
~ S S • S S • · s · •• S S S • • • • • • S S
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~S • • • • • •
Mastering CAD/CAM
Ibrahim Zeid
Northeastern University
•
McGraw Hill Education (India) Private Limited
NEW DELHI
Adapted in India by arrangement with The McGraw-Hill Companies, Inc., New York
Sales territories: India, Pakistan, Nepal, Bangladesh, Sri Lanka and Bhutan
All rights reserved no part of this publication may be reproduced or distributed in any form or by any means, electronic,
mechanical, photocopying, recording, or otherwise or stored in a database or retrieval system without the prior written
consent of The McGraw Hill Companies, Inc., including, but not limited to, in any network or other electronic storage or
transmission, or broadcast for distance learning.
Cover: A P Offset
ABOUT THE AUTHOR
Preface xxv
vii
viii Brief Contents
Preface xxv
Chapter 1 Introduction 3
1.1 Introduction 5
1.2 Product Life Cycle 5
1.3 Scope of CAD/CAM 7
1.4 CAD/CAM Systems 8
1.5 CAD/CAM Applications 9
1.6 Acquiring a CAD/CAM System 10
1.7 Getting Started 12
1.8 Tutorials 13
1.8.1 Getting Started 13
1.8.2 Use FrP and Telnet Sessions Together 23
PROBLEMS 25
Chapter 2 3D Modeling and Viewing 27
2.1 Introduction 29
2.2 The Three Modeling Approaches 30
2.3 Types of Geometric Models 33
2.4 Coordinate Systems 35
ix
x Contents
PROBLEMS 97
Chapter 4 Engineering Drawings "
101
4.1 Introduction 103
4.2 Drawing Structure 104
4.3 Model and Drawing Associativity 105
4.4 Drawing Content 105
4.5 Methods of Angle of Projection 106
4.6 Types of Views 108
4.7 Types of Dimensions 110
4.8 Annotations 111
4.9 Tolerances 112
4.10 Dimensioning Rules 112
4.11 Editing Drawings . ~ .
113
4.12 Tutorials 113
4.12.1 Create a Drawing 113
4.12.2 Use Drawing and Model Associativity 115
PROBLEMS 116
Chapter 5 CAD/CAM Programming . 121
5.1 Introduction 123
5.2 Relational and Object Databases 123
5.3 Object Definition 127
5.4 Object Concepts 128
5.4.1 Classes 129
5.4.2 Instantiation 129
.) .'.
xii Contents
' .'
xiv Contents
"
OVERVIEW. This new book follows in the footsteps 'of my CAD/CAM Theory and
Practice (McGraw-Hill, 1991), which has been widely adopted and used throughout the worl4.
This new book, Mastering CAD/CAM, has been written to respond to many suggestions made
since the first book was published. It is also written to include the new concepts that have been
developed since 1991. Designed to meet the demands of both practice-oriented and
theoretically based courses, the book meets these conflicting demands by making CAD/CAM
systems its focus. It explains the functionalities of these systems in a generic and syntax-
independent fashion so that students can use their system of choice, and it relates the
mathematical developments and concepts to these systems to unravel their secrets.
The book achieves a mastery level in CAD/CAM by carefully balancing the breadth and
depth of topic coverage with the syntax-independent use of CAD/CAM systems. The book has
23 chapters, over 904 equations, over 328 figures, 562 screenshots from using different
CAD/CAM systems, 97 examples, 36 tutorials done on different CAD/CAM systems, 75
geometric models of parts and assemblies, 31 real-life objects modeled (including a golf ball,
razor, slipper, household fan, AC duct, universal joint, a telephone , a glass of wine, a spiral, a
spring, and a candy dish), 383 end-of-chapter problems, a comprehensive index, and three
appendices.
The book covers CAD/CAM systems and related software in a syntax-independent
fashion by focusing on their semantics, and not their syntax. The semantics of these systems are
the same although their syntax differs. The book uses and discusses three sets of software :
(1) CAD/CAM systems: SOLIDWORKS®, ProIENGINEER®, CATIA®, 'Unigraphics, 1-
DEAS®, CADKEY®, and AutoCAD ®; (2) Programming and graphics : Java™, Java 3D™, C,
C++, OpenGL®, DirectX®, VRML, FfP, Telnet , and Web browsers; (3) Symbolic equation
solvers: MATLAB®, Maple®, Mathcad'[, and Mathematica®.
xxv
xxvi Preface
The rationale behind this book is simple but effective . Students need a comprehensive and
complete source of CAD/CAM knowledge in order to become proficient in using any
CAD/CAM system . This knowledge includes understanding 3D modeling and viewing,
geometric modeling, computer graphics, and product design and manufacturing. Both students
and instructors should find this book useful, as it provides "one-stop shopping" for all their
learning and teaching needs.
The purpose and goal of this book is to present the fundamental concepts of CAD/CAM
and its tools in a generic framework. These concepts and tools are supplemented with examples,
tutorials, and problems to provide students with hands-on experience so that they can master the
concepts. The book strikes a delicate balance between subject depth and breadth, and between
generic and practical aspects of CAD/CAM. Regarding depth and breadth, the book covers the
basic topics about CAD/CAM. Regarding generic and practical aspects, the book relates the
generic concepts to their use in technology, software, and practical applications.
Thanks are due to the McGraw-Hill staff for their patience and professional help. The
valuable experience and vision of Jonathan Plant, Senior Editor, have permitted the successful
launch of the project. Thank you, Jonathan, for starting the project! His e-mail messages, phone
calls, and visits were crucial to getting the project started. I would also like to thank Amanda
Green, Developmental Editor, for handling the many facets of the production process. Our many
phone and face-to-face meetings were so important in keeping the project on schedule. Her
many communications with the production team were invaluable in getting a head start on the
project. Thank you, Amanda, for a job well done! The flexibility and vision of Jill Peter, Lead
Project Manager, allowed a very smooth and productive schedule. Thank you, Jill; for your
I
support, and best of luck in your new position! I would also like to thank Kay Brimeyer, Senior
Project Manager, for taking over the project and keeping us on track.
Many other individuals and organizations have been involved with the book in one form
or another. The copyeditor has done a superb job catching all my typos that even escaped my
spell checker. Interactive Composition Corporation has done an excellent job rendering the book
art. Rokusek Design, Inc. has done a great job designing the book cover. All my students,
graduate and undergraduate, and my assistants (TAs and RAs) have changed my views on the
CAD/CAM subject and the way I teach it over the years. Each time I think I got it, I only
discover that I am still missing something . The help of all of my students is reflected in this
book, be it an idea, an example, a tutorial, or a screen capture.
Last, but not least, very special thanks are due to my family and friends who supported me
from start to finish with their love, support, and encouragement, which are greatly appreciated.
Ibrahim Zeid
zeid@coe.neu.edu
. .
Northeastern Univeristy
Boston, Massachusetts
PAR T I
1
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CHAPTER ~ 1
Introduction
a BJECTIVES
After reading this chapter, you should understand the following concepts:
• Scope of CAD/CAM
• CAD/CAM applications
• Acquiring CAD/CAM systems
3
4 Introduction
Chapter 1 Introduction 5
~ Introduction
CAD/CAM has been utilized in engineering practice in many ways including drafting,
design, simulation, analysis, and manufacturing. CAD/CAM systems are commonly used in
daily engineering tasks. Engineering companies large and small acquire CAD/CAM systems
and train their engineers, either in-house or on a vendor's site, on how to use them. Sometimes
engineers use the brute-force approach to learn how to use a system . It is not uncommon for
different groups within the same company to use different CAD/CAM systems.
Experience and wisdom have it that CAD/CAM users become very inefficient in using
CAD/CAM systems unless they understand the fundamental concepts on which these systems
are built. This book covers all the concepts you need to know, without focusing on the syntax of
any single CAD/CAM system. However, we always guide you on how to apply these concepts
to your systems.
CAD/CAM is diverse subject, and the courses that teach it are more diverse. What should
we cover and how can we cover it? The answer to the first question defines the scope ofCAD/
CAM that we discuss in Section 1.3. This scope is primarily an outcome of the product life cycle
that we cover in Section 1.2. As these two sections reveal, CAD/CAM spans four major areas:
geometric modeling, computer graphics, design applications , and manufacturing applications . A
CAD/CAM course typically focuses on one or two of these areas.
The answer to the second question defines the method of subject delivery . Some courses
use CAD/CAM systems to illustrate the concepts, while others use more generic techniques
such as programming languages and graphics libraries .
This book covers the four major areas of CAD/CAM as it is used by professionals and
engineers in industry. It uses CAD/CAM systems as tools to explain and apply the concepts.
This approach provides the best of two worlds: concepts and practice. The book does not cover
the syntax of one system or another. It leaves the choice of a system to the reader. Some readers
may decide not to use a system at all.
questions that help us to eliminate multiple design choices and find the best solution to each
design problem. The outcome of analysis is the design documentation in the form of engineering
drawings (also known as blueprints).
The design process
j--- - -------- - -- --- ------ -------- -- ------ ------------- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~
I I
: Synthesis :
: ,-- -------------- --- - - - ----, :
: I Design definitions , Collecting relevant .,,: 1: _ ,
~~
design informati on ri.1 .;
,
: I need i-+' specifications, and i-+'
: I requirem ents and feasibility study :
: l --. I
: I I
, Analysis I I
: r - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -., I The CAD process I
: '-r-------------------------------------------------c------------1 1----------------------------- -----j I
+
I Design
commu'nication
I and documentation
I-- Design
evaluation
I-- I?e~ign.
optimization
... Design
analysis
:I
.,.j.
II
Desian
modelin~ and f--
simulation
Desig],n t'
conceptua IZl! IOn
:1
H-j-
:I
1_ _ _ _ _ _ 11 l 1
_ __ _____ ____ _ __ _________ _ _______ _____ ____ ___ _ _________ ___ _ __ __ _ _ _ _ ___ _ __ _ _ __ ___ _ __ _ __ __ _ __ _ __ __ _ __ _J
,
- --- --- ------- - - -- ------- --------------- -------- -.----- --- . _- - ------------------.--- ------ -- ------- - -- - -
i_Production _
: planning
I
I
Design and ,
r-- procurement ,
I
,----,:
of new tools I
Process Qualit y
plannin g i-+' .... Production i-+' control
-- Packaging ~ Shipping
Order
material
NC,CNC,
'-- DNC -
programm ing
The manufacturing process begins with the process planning and ends with the actual
product. Process planning is considered the backbone of the manufacturing process since it
attempts to determine the most efficient sequence in which to produce the product. A process
planner must be aware of the various aspects of manufacturing to plan properly. The planner
typically works with the blueprints and may communicate with the design team to clarify or
request changes in the design to fit manufacturing requirements. The outcome of the process
planning is a production plan, tools procurement, material order, and machine programming.
Other special manufacturing needs such as design of jigs and fixtures or inspection gages are
planned.
Chapter 1 Introduction 7
Once the process planning phase is complete, the actual production of the product begins.
The manufactured parts are inspected and usually must pass certain standard quality control
(assurance) requirements. Parts that survive inspection are assembled, packaged, labeled, and
shipped to customers. Market feedback is usuallyincorporated into the design process. With this
feedback, a closed-loop product cycle results, as Figure 1.1 shows.
~ Scope of CAD/CAM
The product cycle shown in Figure 1.1 serves as the basis upon which to define the scope
of CAD/CAM. The CAD process is a subset of the design process and the CAM process is a
subset of the manufacturing process. Engineers involved in the design process are usually
themselves the CAD designers who execute the CAD process. Similarly, manufacturing
engineers execute the CAM process.
At the core of the CAD and CAM processes is a geometric model of the product under
design. Activities of the CAD process include mass properties, finite element analysis,
dimensioning, tolerancing , assembly modeling, generating shaded images, and documentation
and drafting -Activities of the CAM process include CAPP (computer aided process planning),
NC (numerical control) programming, design of injection molds, CMM (coordinate measuring
machines) verifications, inspection, assembly via robots, and packaging.
The CAD process and its tools utilize three disciplines: geometric modeling, computer
graphics, and design. The CAM process utilizes the disciplines of CAD itself, manufacturing,
and'automation. Figure 1.2 shows these disciplines.
, i
, ". ~
Design
~ Geometric
modeling
Computer
graphics
Manufacturing
~ CAD/CAM Systems .,
A CAD/CAM system is a complex application that requires both hardware and software.
The hardware is a computer (either a PC or a workstation) with a mouse and a keyboard. The
software is a computer program written in C or C++ as the primary language. Some other .;:
languages such as Scheme and Java are also used. For example, Acrs is written in C++ and uses
Scheme. The software has a multilayered GUI (graphical user interface) that provides user.~<,iVt ·
menus and icons that enables them to perform CAD/CAM activities from creating geon1~_
running analyses and computations . ' / : ~ ';
CAD/CAM software can run as a client/server or standalone application. A network is
required for the client/server mode. The software is installed on a central computer, the server,
and any computer, the client, connected to the network can run the software . The software
supports concurrent users (seats). Multiple users can access the softwareat the same time. ,This" -:
is the typical setup used in companies, laboratories , and academic institutions. The single .seat
(standalone) model, while less common, requires installing the software on each.computer , ,
that .
is intended to run it. Thus, the computer of each seat acts as client and server at the same ,ti~~~
Installing CAD/CAM software is .fairly easy. The software is a self-extracting file (file "
installs itself) that comes on a CD. Simply insert the ~D in a CD-ROM drive and-follow
instructions. Many CAD/CAM vendors offer student versions of their software for a reasonable
price. The student version is usually a subset of the full-blown commercial version.
CAD/CAM software utilizes a data structure to s~ve the geometry and topqlq,m;
(discussed later in the book) of geometric models. We refer to these models as solid mo4,l(J~.2h .. ,
parts. Throughout the book, we use the words geometric model, solid model, and part
interchangeably. We also use CAD/CAM and CAD interchangeably throughout the book. The
data structure is a well-defined storage scheme that stores model data. The physical file that
stores the model data in the format offered by the data-st~cture scheme is called a database.
Thus, a CAD database is the file that .stores the model information. Each file has a name and an
extension. The CAD user selectsa meaningful name that reflects the part stored in the file - for
example , block or piston. The file extension type is assigned by the CAD system; the CAD user
has no control over it. The file extension depends on the type of information it stores. Many
CAD systems use the .prt, .assem, and .dwg for part, assembly, and drawing files, respectively.
CAD systems have a steep learning curve associated with them. Some systems are
easier to learn than others. Nevertheless, new CAD users are faced with two challenging
problem s. First, they must learn the structure of the software our and where to find commands
when needed . Second, they must understand the concepts of 3D modeling and viewing , and how
to control geometric construction-a subject we cover in Chapter 2. Before using a CAD
system, users should learn the theoretical concepts of geometric modeling and computer
graphics that we cover in this book. Without these concepts, users tend to use the brute-force
approach by attempting to learn from the software GUI - a very counterproductive approach
that costs users and their companies large sums of money that are nevertheless hard to measure.
The loss is usually expressed in terms of delays and projects that take a lot longer to finish.
Chapter 1 Introduction 9
Learning and using one CAD system should help accelerate learning and using other
systems. The initial time investment pays dividends when you migrate from one system to
another, The training on one system should ease the transition to another system. The initial
learning experience includes both the concepts and the system syntax . Migrating from one
system to another does not change the concepts because they are independent of any system.
Only the syntax changes, which makes it more manageable for ~sers to adapt.
CAD/CAM software is designed to run on all platforms and operating systems (OSs),
including the four major ones: Unix, Linux, Windows, and Macintosh. However, SolidWorks is
a native Wi!1dows,appli,cation, that is, it only runs on the Windows OS. You buy the:software
that suits your e~istip.g,9~: :I~e software GUl is independent of the,OS to preventconfusing the
users.
. ..
,J;I.,owever:t he' lopk
_,)i ~>
,. .. ~'
.1
~!1~
~ J:~
feel of the GUl will differ somewhat between operating systems.
. ... 'J '." ' ._ .
For e?Ca,rnple, the look 3;l1:~ (eeJ,of a GUl running on Unix is different than its look and feel when
it runs on Windows. This is due to the fact that the rendering and display functions of a GUl
depend on libraries provided by each OS.
• CAD/CAM ;Applications
" t here are considerable 'numbers of applications for the various existing CAD/CAM
, 'T '
systems. Bach application hag-its own strengths .and is usually targeted toward a specific market
and group of
users. For example, there are mechanical, electrical, and architectural CAD and
CAM products. An inspection of these various systems reveals that they have a generic stni'chIre
and common modules . Awareness of such structure and modules enables users to better
understand system functions for both evaluation and training purposes. The major ayt;}i~kle "
modules are discussed here. ' "., \ / '
The. geometric engine (module) is the heart of a CAD/CAM system. Itprovides users
with ~icti~ns ' to, perform geometric modeling and construction, editing and manipulation of
existing geometry, drafting and documentation. The typical modeling operations that users cait'
engageinaremodel creation, cleanup, documentation , and printing/plotting. Shaded images can
be.~tP,eJ;~~eg ~s part of model documentation.
:,'~
·""The creation of a geometric model of an object represents a means and not a goal for
engineers. Their ultimate goal is to be able to utilize the model for design and manufacturing
purposes. The applications module achieves this goal. This module varies ,from one software
system to another. However, there are common applications shared by . most CAD/CAM
systems. Mechanical applications include mass property calculations, assembly analysis,
tolerance analysis and synthesis, sheet metal design, finite element modeling and analysis,
mechanisms ,analysis, animation techniques, and simulation and analysis of plastic injection
molding. Manufacturing applications include CAPP, NC, ClM, robot simulation, and group
technology.
The programming module allows users to customize systems by programming them to
fit certain design and manufacturing tasks. Chapter 5 covers this module in detail. Programming
10 Chapter 1 Introduction '
a CAD/CAM system requires advanced knowledge of the system architecture, its database
format, and a high-level programming language such as C, C++, Java, Scheme, or others.
The communications module is crucial if integration is to be achieved between the
CAD/CAM system, other computer systems, and manufacturing facilities. It is common to
network the system to transfer the CAD database of a model for analysis purposes or to transfer '
: . ~ '., ' ; -., ~lfi ·. \J" '~""
its CAM database to the shop floor for production. This module also serves the purpose of
translating databases between CAD/CAM systems using graphics standards such as IOES and
STEP.
The collaborative module is emerging as an outcome of the widespread of the \\Todd
Wide Web and the Internet. This module supports collaborative design. Various design teams in
different geographical locations can work concurrently on the same part, assembly, or drawing
file inreal time over the Web. One team can make changes that other teams can view and accept .
or reject. . ",: ---
The various CAD/CAM systems support engineering design, analysis, and manufacturlril '
applications. They all have a flexible pricing structure that allows customers to add.icn .- .... " "; ) ... .
applications as needed. A basic license for a system includes its geometric engine aii.d #Ias~~,;'
',+ ;1,,'~~-i;'..•
properties calculations. The majority of the vendors bundle their applications with the geometric
engine. SolidWorks, however, uses a different approach. It does not get inv()lved ......... :wJtp
applications. It redirects its customers to contact SolidWorks partners directly to acquire
applications from them. '"
SDRC I-DEAS, and CATIA. Unigraphics , Parasolid, and I-DEAS are offered by EDS. CATIA
and SolidWorks are offered by Dassault Systems.
Specialized systems include ACIS (Spatial Corp.) and Parasolid (EDS). Each provides a
very robust and universal geometric modeling and graphics kernel (software) that companies
can license to build fully functional CAD/CAM systems. ACIS software serves as the core
kernel of these systems. SolidWorks and Unigraphics SolidEdge are ACIS-enabled systems ;
they use ACIS as their kernel.
Which of these systems should a company use? The wide variety of systems makes the
selection process rather difficult. CAD/CAM selection committees find themselves developing
long lists of guidelines to screen available choices. These lists typically begin with cost criteria
and end with sample models or benchmarks chosen to test system performance and capabilities.
In between comes other factors such as compatibility requirements with existing in-house
computers, prospective departments' that plan to use the system, and the credibility of
CAD/CAM systems' suppliers. In addition, the background , skill level, and aptitude of
employees for new technology and its associated training must be considered carefully.
. The selection of a CAD/CAM system is greatly influenced by the size and the complexity
of the company seeking a system. The smaller the size of the company, the more specialized its
CAD/CAM needs and the less CAD/CAM power it needs. For example, a small consulting
agency tends to select an easy-to-use system' such as AutoCAD, CADKEY, SolidEdge, or
SolidWorks.
A midsize company would select from a number of systems such as SolidWorks, ProlE,
Unigraphics, I-DEAS, and CATIA, but often not with the PDM (product data management) or
other high-end software modules.
Large companies tend to buy the same CAD/CAM systems as the midsize entities, but
they acquire most, if not all, of the high-end applications including, PDM. Large organizations
can easily justify the up-front cost of these systems because they have complex products that
span many departments that must share and modify product data concurrently. This is where
PDM becomes a crucial CAD/CAM software module to have.
In contrast to many selection guidelines that may vary sharply from one organization to
another, the technical evaluation criteria are by and large the same. They are usually based on
and are limited by the existing CAD/CAM theory and technology. These criteria are ease of
using the system, the quality of documentation , software maintenance, support and service ,
geometric modeling capabilities, design and manufacturing applications, and programming
languages available for system customizing.
Once a CAD/CAM system is selected and acquired, it needs installation, training, use,
support, and maintenance . A system administrator installs it. Intended designers and users attend
either in-house or vendor training courses. CAD/CAM managers develop policies , guidelines ,
and standards that designers and engineers use daily to achieve their CAD/CAM tasks. The
system administrator is always in charge of maintaining the system, backing it up, and updating
it by installing new revisions that are released by the vendors.
12 Chapter 1 Introduction
Ongoing system support is important to the success and effective use of a newly acquired
CAD/CAM system. Users typically need help to adapt a CAD system to their company-specific
needs such as setting rules and conventions of filenames, part templates, and so forth.
4DGetting Started
When we acquire and install a CAD/CAM system, we are faced with the question of
where to start. The first goal of using a system should be simple; we would like to create a
simple part such as a box. Regardless of the specific CAD/CAM system that is used, follow the
steps shown in Table 1.1 to get started. Refer to the online users' and reference manuals for your
CAb/CAM system for specific instructions. You should also consult the online help system .
during the daily use. We also recommend that readers apply the generic ~.QJlcepts covered
.c» -« ,
for example, File has New, Open, and so forth. Try to locate the menu
or buttons (icons) that create geometry.
5. Get help Become familiar with the online Help menu located at the extremeright
of the menu bar. Help comes in handy for consultation while using the
CAD system. It is the online documentation of the software.
Chapter 1 Introduction 13
~TutorialS
Throughout this book, tutorials serve as hands-on activities to illustrate the concepts we
cover in each chapter. The reader should do them using a CAD/CAM system of choice.
Coverage of the tutorials is done in a generic way that is independent of any system syntax. We
offer planning strategies and steps for how to create the geometric models of parts and
assemblies. The reader can translate these steps into commands and activities on a particular
CAD/CAM system . We have tested this approach extensively, and it works. The tutorials of this
book have been tested over the years using four major CAD/CAM systems: SolidWorks, ProlE,
Unigraphics, and CATIA. The version included in this book has been created using SolidWorks.
This tutorial shows how to implement some of the steps shown in Table 1.1. Let us
assume that you have logged in and have the CAD/CAM software up and running. Apply the
following concepts to your CAD/CAM system:
14 Chapter 1 tntroductlort .
1. Two ways to execute commands. We can either use the menubar approach or thetoolbar'
approach as shown in the following screenshots. Each of these approaches has advantages '
and disadvantages as shown below. .
Click this icon
to open a new file . Toolbar
2. System-level customization. We can change system settings to fit our modeling needs
and environment, and save them . These settings affect the CAD/CAM system properties.
They apply to all models. System-level options that we can set include database colors,
drawing properties, and others as shown in the upcoming screenshot.
3. Document-level customization. Document-level settings allow users to independently
control the properties of each document. Users can access and change these properties
only when the document is open. Document-level options that we can set include units,
grid, image attributes, and others as shown in the forthcoming screenshot.
4. Modes of CAD/CAM systems. When we create a new file in a CAD system, the system
usually prompts us to select the mode in which we wish to create the new file, as shown in
the upcoming screenshot. The most common modes are Part mode, Drawing mode,
and Assembly mode. Other modes may exist, depending on the CAD system; such as
Chapter 1 Introduction 15
.. ;§e~(8!
. Drawings
;... Default Edge Display
; . Area Hatch
• . Colors
Sketch
EdgeDisplay/Selection
Performance
External References
. DefaultTemplates
.. File Locations
r FealureManager
... SpinBox Increments
..View Rolation
' .. Backups
System-level customization
16 Chapter 1 Introduction
·bel
'; : Dimensions
!.. Notes
j.. Balloons
:·..Arrows
~ .. VirtualSharps
'...Annotations Display
Grid/Snap
.... Units
. Colors
Material Properties
: . ImageQuality
Document-level customization
5. Coordinate systems and sketch planes. Coordinate systems and sketch planes are the
most important concepts in a CAD system. They are used to input, store, and display
model geometry and graphics. The three coordinate systems that achieve these tasks are
Model (Master) Coordinate System (MCS), Working Coordinate System (WCS), and
Screen Coordinate System (SCS).
An MCS is the reference space of the model with respect to which all the model's
geometrical data is stored. In a CAD system MCS is generally shown by displaying the X, Y, and
Z axes. The orthogonal planes formed by the axes of MCS are datum planes, sketch planes, or
construction planes.
A WCS can be thought of as a portable coordinate system. It is often used when the
desired plane of sketching is not easily defined as one of the MCS planes. The user can define a
WCS (and thus a sketch plane) for such a condition and relate it to MCS using a transformation
matrix that allows geometric data to be stored with respect to MCS. In SolidWorks or Pro/E
there is no physical display ofWCS; however when you are creating/selecting sketch planes you
are essentially creating WCSs .
Chapter 1 Introduction 17
6. Sketching (2D operations). In item 5 we said that the first step in CAD modeling is creat-
ing/selecting the sketch plane ; we now proceed to the next step in CAD modeling -
sketching. CAD systems offer many sketching commands/tools, which allow us to create
various 2D shapes using geometrical entities such as lines, circles, arcs, fillets, rectangles,
and chamfers . All CAD systems offer these sketching tools. The upcoming screenshot
shows SolidWorks sketching tools as an example. They can be accessed by clicking the
Sketch icon (identified in the following screenshot) after selecting a sketch plane.
18 Chapter 1 Introduction
Toolbar approach
7. Modeling (3D operations). Now that weknow how to create sketches using the sketch
tools provided by a CAD system, we can take the sketches that we create and apply
various 3D operations to them to obtain various features and surfaces which we call CAD
models. CAD systems offer many 3D operations for both solids and surfaces such as
extrusion, revolve, cut, holes, ribs, chamfers, fillets, sweeps, and lofts. These commands
can be selected using the menubar or toolbar approach. It is important to know at this stage
that 3D operations may require more than one sketch in order to completely define the
feature or surface. We shall see these in the tutorials of the chapters that will follow.
CAD models can be classified into three types from a geometric construction point of
view: 2Y2D models, 3D models, and a combination of both.
2Vill models are the ones that have uniform cross section and thickness in a direction
perpendicular to the plane of the cross section. Axisymmetric models also fall under this
category . Models that are made up of many 2Y2D features also fall into this category; however
just to distinguish them we may call them composite 2Y2D models.
2Yill models are simple to create and use simple commands such as extrude and revolve.
The creation of a 2Yill model follows two steps. First, we create the model cross section in a
sketch plane. Second, we extrude the cross section if the model has uniform thickness, or we
revolve it if it is an axisymmetric model. The upcoming screenshots show sample 2Y2D models.
Chapter 1 Introduction 19
I
Uniform thickness models Axisymmetric model Composite model
Geometric modifiers
allow us to use existing Horizontal -~20 Vertical
00
information about a model
or a sketch without having ~30
V
to calculate that informa-
tion. To put this in simple Coincident Midpoint
Geometric arrays is a very useful productivity tool offered by all CAD systems. It is a
number of identical entities placed uniformly at specified locations - that is, in a pattern. The
two types of geometric arrays are rectangular and circular. Geometric arrays are offered at both
the sketching stage and modeling stage. At the sketching stage they allow the user to repeat the
sketches in a pattern, and at the modeling stage they allow the user to repeat the features in a
pattern. The screenshots below show sample geometric arrays.
Grids are useful sketching aids. A grid is a network of uniformly spaced points. There are
two types of grids available : rectangular and radial. A grid is displayed as a series of dots.
Different CAD systems allow many settings for grid properties such as grid spacing, grid
activation, and grid appearance. In SolidWorks grid properties are considered suchas document
properties - that is, document-level settings we discussed in item 3 of this tutorial. The
screenshot below shows how one can customize the grid in SolidWorks .
elaing
;. Dimemions
~ .. Noles
, · BallOOf"I$
~ A rlOWS
: V.tualSharps
. Amotatiom D ~y
..lIl!Im
Unils
Colors
. M eleri~ Properties
. IrnaQe Q ual~y
10. Management tools. CAD systems provide management tools so that a user can group
together the entities of similar nature, which in tum assists in editing, visualization, and
efficient access to CAD models. Some management tools that CAD systems offer are
layers and colors.
22 Chapter 1 Introduction
The primary use of layers is to group together CAD entities of similar nature. Layers can
be thought of as sheets of transparencies, each layer holding some information about the model
such as sketches, features, dimensions , or notes. Layers also have independent properties such as
visibility , color, and selectability. Layers in CAD systems may exist for all modes such as mod-
eling, drawing, assembly, or other modes. In SolidWorks the concept of layers is applicable only
to drawing mode.
Colors are helpful in distinguishing the entities of geometric models from each other. In
SolidWorks, colors is one of the properties that can be customized at both system level and
document level. The following screenshots show color customization in SolidWorks.
..
Ik_9
~ ,"('h
U ~ dt~ l~~
"' ~4H~.;t:
J:
.>:
ill
~~:;::''"''
F~'I'l;'l'f!1,"'~'Tl
~.
'1'
. .. ". .
"'.;,
I,<lIM
~" ~.
Rl.i!{11l." 1
M' Il«I ,c,
~;
11
~.
~:
11. Storing and retrieving CAD models. Make sure you save the CAD model you are
working on at the end of each CAD session. You need to retrieve the model later by
opening its file to resume its modeling by performing new CAD/CAM operations. These
operations include either editing the existing model definition or adding new entities to it.
1. Start a Telnet session on the Windows computer. Click: Start (Windows button) =>
Run => te1net => OK. Type 0 gateway.coe.neu.edu in the DOS window that pops up,
as shown in the following screenshot.
Telnet session
2. Log in to the Unix computer remotely by typing the username and password.
3. Create the directory using this Unix command: rnkdir testDir.
4. Go to this directory using the command cd testDir.
5. List the contents of testDir using the command ls. Nothing should be there.
6. Start an FTP session on the Windows computer. Use a standalone FTP program. Log in.
The forthcoming screenshot shows the client window of the WS_FTP program.
24 Chapter 1 Introduction
7. Upload the file, myFile.txt, to the testDir directory. Select it in the FI'P local system
window and click the arrow pointing to the remote system window. Make sure the testDir
directory is selected in the remote system window.
8. Check the contents of testDir. Type ls in the Telnet session DOS window. myFile.txt
should be there, as the Telnet screenshot in the previous page shows.
9. Close both sessions. Type logout to close Telnet; click Close to close the WS_FI'P
program .
PROBLEMS
Part I: Theory
1.1 Perform a literature and/or a Web search on the history of CAD/CAM. Hint: We identify four
generations. First generation is 2D CAD focusing on drafting (early 1970s). Second
generation is 3D wireframes and surfaces running on proprietary systems focusing on
engineering design and detailed drafting (late 1970s through the 1990s). Third generation is
3D CAD, parametrics, feature-based design, associative modeling and drafting, and digital
product (late 1980s through the 1990s). Fourth generation is digital product, value chain and
product lifecycle management (early 2000s to present).
1.2 CAD/CAM is an interdisciplinary field. Many magazines and journals exist. Go to your
library, and check the Web and make a list of available journals, magazines, and newsletters in
CAD, CAM, CAE (Computer Aided Engineering), and CIM (Computer Integrated
Manufacturing). Use Appendix A as a start.
1.3 Make a list of some of the design projects that you were involved with. Apply the CAD tools
defined in Section 1.3 to them.
1.4 Some design applications would be better with CAD than others. Why? What characteristics
make an application a good candidate for CAD?
1.5 What are the three modeling modes offered by CAD/CAM systems? What do they do?
1.6 CAD/CAM systems have one of the following orientations for MCS: XY plane horizontal or
XY plane vertical. Sketch each system in 3D space.
1.7 How do you control the 3D modeling/construction of your geometric modeling activities on a
CAD/CAM system?
1.8 What is a 2 Y:zD model? Sketch some examples.
1.9 Familiarize yourself with the CAD/CAM system you will use to do the laboratory assignments
at the end of each chapter. Make sure you can use the user interface (GUI) and online help
(documentation) provided by the system. Use Tutorial 1.8.1 as a guide.
1.10 Let us assume that you are in an office or a computer lab. If you look around you, there are
many objects that serve as good CAD models. Classify each of the following objects as 2Y'2D,
composite 2'hD, or 3D models: keyboard, mouse, mouse cable, computer monitor,
printer, chair, computer tables, a cell phone, a printer cable, your backpack, trash
paper basket, and computer system box.
1.11 Which objects of problem 1.10 have geometric arrays (patterns)? Which of these use
rectangular patterns and which use circular ones?
1.12 Develop a good layering scheme for CAD models. Hint: Think of the model data and use a
layer for each type, for example, a layer for geometry, a layer for dimensions, a layer for
tolerances, and so forth.
1.13 How can you make a good use of grids for sketching? Hint: set up the grid spacing to a value,
and use the grid as a measurement tool if you need it.
1.14 Sketch the following cross sections of two of the parts shown in Tutorial 1.8.1. Submit
screenshots of the sketches. All dimensions are in inches. Make sure to switch database units
from mm (millimeters) to inches before you begin construction .
26 Chapter 1 Introduction
1.15 Familiarize yourself with a high-level programming language such as C, C++, or Java.
CHAPTER ~ 2
BJECTIVES
After reading this chapter, you should understand the following concepts :
• Coordinate systems
• Sketching and sketch planes
• Modeling operations
• Modeling strategies
• Model viewing
• System modes
27
28 -':Chapt~r 2. '
.~~. :" r , .: • ?;" .
3D Modeling and Viewing
Chapter 2 3D Modeling and Viewing 29
~ Introduction
When we use a CAD/CAM system, our first goal is to create a geometric model of an
object. Such a model serves as a digital representation, in a computer, that we can use later for a
variety of engineering activities such as analysis and manufacturing. The representation is well
structured in the model database, and the database structured content is stored in the part file of
the model.
What geometric model do we really create and what kind of digital representation does a
CAD/CAM system use? Solid models are what CAD/CAM systems use. We create a solid
model of an object. A solid model is a complete, unique, and unambiguous representation of an
object. The model resembles the object. An object, such as a cube, has sides (6), edges (12), and
comers (8). Its corresponding solid model has 'faces, edges, and vertices to represent its sides,
edges, and comers, respectively. Figure 2.1 shows the terminology that CAD/CAM systems use
when sketching and creating solid models. Such terminology is universal among all systems.
. - - - - - - - Edg e
, - - - - Face
Plan e
We use 3D modeling concepts during the process of creating a solid model of an object.
We typically need to define and use different WCSs to control the modeling. As we construct
geometric entities (items), they reside in the sketch plane (XY plane) defined by the current
WCS. The creation of a solid model begins with the creation of points, curves , and surfaces. The
combination of these entities together with 3D operations such as extrusion and revolution
create solid models.
We also utilize the concept of parametrics to create solid models. We simply sketch
geometry freely, similar to freehand sketching; we can assign dimensions at the time of creation
or later. This is a very useful concept that frees us from worrying about dimensions while we are
designing objects and models .
30 Chapter 2 3D Modeling and Viewing
CAD/CAM databases are built to store the full 3D definition of a solid model. As such, the
database is fully 3D, associative, centralized, and integrated. The associativity concept implies
that new information can be derived from users' input. For example , if the two end points of a
line are input, the line length and its orientation in space can be calculated. The centralized
concept means that any change in or addition to a geometric model in one of its views is
automatically reflected in its existing views or any views that may be defined later. The
integrated concept implies that a geometric model of an object can be utilized in all phases of a
product cycle (refer to Chapter 1).
We utilize 3D viewing concepts during solid modeling. We can view the model from
different angles and orientations in 3D space. We create 3D and/or 2D views when we need
them. This chapter is dedicated to the full coverage of the 3D modeling and viewing concepts.
In the features approach, step 2 combines steps 2 and 3 of the primitives approach.
Chapter 2 3D Modeling and Viewing 31
The sketching approach is similar to the features approach, with one change. Instead of
using predefined shapes only, such as holes and ribs, it allows CAD designers to create much
more elaborate and more general features starting from a sketch. Examples include extrusion,
revolution, linear and nonlinear sweep, loft, spirals, and helicals. A CAD designer uses 2D
operations to sketch a region or a cross section, followed by 3D operations, such as extrusion, to
create the feature.
Which of the three approaches is best for creating solid models? The sketching approach
is the most commonly used approach because it combines the best of the three of them. It allows
the creation of many more features than the features approach. It also enables CAD/CAM ven-
dors to increase the modeling domain of their systems without having to predefine and store
many features in system libraries. We can think of the sketching approach as a way to create
features on demand. Whenever we need a feature, we create it beginning with a sketch.
The primitives approach is the least-used approach. CAD 'designers are not fond of this
approach because its terminology is rooted in the set theory where Boolean operations come
from. Moreover, editing solids created this way is inefficient. For example, the deletion of a hole
requires adding a cylinder to plug the hole, unless we edit the solid tree and prune the hole
branch, and regenerate the solid.
Which CAD/CAM systems support which approaches? Legacy systems such as CATIA,
Unigraphics, and I-DEAS support all three approaches, by the virtue of their existence since
solid modeling started. They must support the three approaches to stay competitive. Newer
systems such as ProlE and SolidWorks support only the sketching approach because it is all that
is needed to create any solid model. They do not support primitives and do not offer Boolean
operations.
The sketching approach utilizes the following steps to create any feature:
1. Select or define a sketch plane. We need a sketch plane to sketch geometry on. The
sketch plane controls the orientation of the sketched geometry in the 3D modeling space.
2. Sketch 2D profile. This profile is typically a cross section of the 3D model that we wish
to construct. The profile typically consists of curves such as lines, arcs, chamfers, and
splines. The sketched geometry resides in the currently active sketch plane.
3. Modify sketch dimensions and update sketch. We modify the dimensions of the profile
to reflect the final dimensions of the solid model under construction. Step 2 provides a
rough sketch that we refine in this step. After changing the dimensions, update the sketch
to reflect the new dimensions.
4. Create the feature. Apply one of the 3D operations, such as extrusions, to create the
feature.
The sketch plane we select or define in step 1 sets the orientation of the finished model in
its 3D space. For example, if we select the Front plane, the 2D profile we sketch in step 2
becomes the front view of the resulting 3D model. If we select the Top plane instead, the same
profile becomes the top view of the model. This is equivalent to rotating the model 90 degrees.
32 Chapter 2 3D Modeling and Viewing
2 1/20 object:
axisymmetric
2 1/20 object:
extrusion
Cross section
Constructing 2Y2D objects requires only constructing the proper cross sections and,
projecting them along the proper direction by the thickness value. This is a much more efficient '
way of construction than calculating and inputting the coordinates of all of the corner points of
the model. As complex as it might look, the phone model shown in Figure 2.3 is a composite
2Y2D. We extrude the three cross sections in the directions shown, cut out the excess material
between the handset support pins, and use a rectangular array to create the buttons.
, - - - - - Cross
section C
Cross
section B
Cross
section A
' - - - - Rectangular
array of buttons
5. Use a revolve feature icon or command and revolve the profile geometry 360 degrees
around the axis A.
Example 2.2 discussion:
The axis is not a line. It is an axis, a special type of geometry known as datum features or
reference geometry. We discuss this subject in Section 2.8. If you simply create a line, the
revolve command will fail.
Example 2.2 hands-on exercise:
Change the pin to a stepped pin along its length. Use a small radius of 0.375 inch starting
at a distance of one inch from the top of its head.
~ Coordinate Systems
Three types of coordinate systems are needed in order to input, store, and display model
geometry and graphics. These are Model Coordinate System (MCS), Working Coordinate
System (WCS) , and Screen Coordinate System (SCS), respect~yely. Other names for MCS are
database , master, or world coordinate system. Another name for SCS is device coordinate
system. Throughout this book, MCS, wCS, and SCS are used. We have covered each briefly in
Tutorial 1.8.1.
z Y
z
(a ) XYpl ane defines model top view (b) XY plane defines model front view
The MCS is the only coordinate system that the software recognizes when storing or
retrieving graphical information in or from a model database. Many existing software packages
allow the user to input coordinate information in cartesian (x, y, z) and cylindrical (r, e, z)
coordinates, This input information is transformed to (x, y, z) coordinates relative to the MCS
before being stored in the database.
Obtaining views is a form of retrieving graphical information relative to the MCS. If the
MCS orientation does not match the desired orientation of the object being modeled, users
become puzzled and confused. Another form of retrieving information is entity verification.
Coordinates of points defining the entity are given relative to MCS by default. However,
existing software allows users to obtain the coordinates relative to another system (WCS) by
using the proper commands or modifiers .
. SOLUTION The
screenshot on the right
shows two' possible ori-
entations of the cham-
fered block of Example
2.1. Each orientation is
decided by the first z
sketch plane chosen for x
construction. In orienta-
tion 0, we use the Orientation 49
Orientation 0
Fran t (XY) sketch
plane to create the model profile and extrude it in the -2 direction. In orientation 49, we use the
Right (YZ) sketch plane to create the model profile and extrude it in the -X direction .
Chapter 2 3D Modeling and Viewing 37
It is often convenient in the development of geometric models and the input of geometric
data to refer to an auxiliary coordinate system instead of the MCS. This is usually useful when a
desired plane (face) of construction is not easily defined as one of the MCS orthogonal planes ,
as in the case of inclined faces of a model (see Example 2.1). The user can define a cartesian
coordinate system whose XY plane is coincident with the desired plane of construction. That
system is the Working Coordinate System, WCS. It is a convenient user-defined system that
facilitates geometric construction . It can be est~blished at any position and orientation in space
thatthe user desires. While the user can input data in reference to the WCS, the CAD software
performs the necessary transformations to the MCS before storing the data. The ability to use
two separate coordinate systems within the same model database in relation to one another gives
the user great flexibility. Some commercial software refers to the WCS as is; Unigraphics offers
an example. Other software refers to it as a sketch plane (ProlE and SolidWorks) or construction
plane.
A WCS requires three noncollinear points to define its XY plane. The first defines the ori-
gin, the first and the second define the X axis, and the third point with the first define the Yaxis.
The Z axis is determined as the cross product of the two unit vectors in the directions defined by
the lines connecting the first and the second (the X axis), and the first andthe third points (Y
axis). We will use the subscript w to distinguish the WCS axes from those of the MCS . The ,
XwYw plane becomes the active sketch (working) or construction plane if the user defmes a
WCS. In this case, the WCS and its corresponding XwYw plane override the MCS and the default
sketch plane, respectively. As a matter of fact, the MCS with its default sketch plane is the
default WCS with its XwYw plane. All CAD/CAM software packages provide users with three
standard WCSs (sketch planes) that correspond to the three standard views: Front, Top, and
Right sides. The user can define other WCSs or sketch planes .
38 Chapter 2 3D Modeling and Viewing
There is only one active WCS (sketch plane) at anyone time. If the user defines multiple
WCSs in one session during a model construction, the software recognizes only the last one and
stores it with the model database if the user stores the model. The model tree displayed by the
CAD software shows the last selected (activated) sketch plane.
How is the WCS related to the MCS, and vice versa? Once a WCS is defined, user
coordinate inputs are interpreted by the software in reference to this system. The software
calculates the corresponding homogeneous transformation matrix between the WCS and the
MCS to convert these input values into coordinates relative to the MCS before storing them in
the database. The transformation equation can be written as:
Pm = [T]P w (2.1)
where Pm is the position vector of a point relative to the MCS and P w is the vector of the point
relative to the activ~.~~S. Ea~~ l f t9r is given by: . " "~I'{~! f :
. .:, ' P = [x y z IJ T (2.2)
The matrix [TJ is the homogeneous transformation matrix. It is a 4 x 4 matrix and is given
by:
I
t 11 t 12 t13 1t14
where [R]: is the rotation matrix that defines the orientation of the WCS relative to the Mc;S
and P;, org is the position vector that describes the origin of the WCS relative to the MCS. The "
columns of [R]: give the direction cosines of the unit vectors in the XJ:V' Ywand Zw directions
relative to the MCS as shown in Figure 2.5. These direction cosines are the components of the
unit vectors along the axes of the MCS.
If the WCS axes are along the MCS axes, then the
x,x'"
direction cosines become 1, -1, or 0, and Figure 2.5 is
Y,Z",
greatly simplified. In such a case, we can write the columns
of [T] by inspection. Also, if we know two unit vectors, we
cross multiply them to find the third vector. For example, if
Xw and Yw are aligned along the Z and X axes of the MeS,
respectively, as shown at right, the transformation between x, Y",
the WCS and MCS is given by:
o10 0 o0 10
= 0 0 1 0 , [T] w = 1 000 (2.4)
1 000 m o10 0
000 1 000 1
Chapter 2 3D Modeling and Viewing 39
Observe that one of the matrices in Eq. (2.4) is the inverse ofthe other; their multiplication
produces the identity matrix, [I] .
z
/
Using the orthogonal axes of the WCS, and using the right-hand rule, we write:
40 Chapter 2 3D Modeling and Viewing
~ . .
i j k 0
. . . 0 0 -1 0
z., = xwxYw = =5 /JJjk=
-3 2 5
-- 0 -
JJj
JJjJJj
o -3 / JJj o 65
[T] = o 2/ JJj o 30
-1 0 5/(JJj) 0
o 0 o 1
The coordinates of the center P relative to the MCS becomes:
63.
85
30.77 1
-30
1 1
, , -; ,".., -.-. ~:.... .,". t·.
Example 2.4 discussion: " :~:;_\' -':"'~:~':: '
This example illustrates what goes on behind the scenes with the CAD/CAM software
when a CAD designer selects different sketch planes to create geometric models. Equations.,
(2.1) to (2.3) are programmed into the software and are called repeatedly for each const~ttioir
the designer makes in the sketch plane.
The coordinates of the center, Pm' make sense given the dimensions of the problem . For
example, zm= -30 makes sense because the hole center is located in the negative direction of
the Z axis.
Example 2.4.hands-on exercise:
Repeat the above calculations to find the coordinates of the center of hole 0 relative to the
MCS. Do the calculations match the hole location by inspection?
(Xmax' Ymax )
r----------------,
I
I
I
I
I
I
I
I
y, ~-----------"
(0,0) x,
A 1024 x 1024 display has an SCS with a range of (0,0) to (1024,1024). The center of the
screen has coordinates of(512,512). This SCS is used by the CAD/CAM software to display rel-
evant graphics by converting directly from MCS coordinates to SCS (physical device)
coordinates. A normalized SCS can also be utilized. The range of the SCS can be chosen from
(0,0) to (1, I). Such representation can be translated by device-dependent codes to the
appropriate physical device coordinates. The third method of defining an SCS is by using the
drawing size that the user chooses. If a size A drawing is chosen, the range of the SCS becomes
(0,0) to (11,8.5) while size B produces the range (0,0) .to (17,11). The rationale behind this
method stems from the conventional drawing board so that the drafting paper is represented by
the device screen.
A transformation operation from MCS coordinates to SCS coordinates is performed by the
software before displaying the model views and graphics. Typically, for a geometric model ,
there is a data structure to store its geometric data (relative to MCS), and a display file to store
its display data (relative to SCS).
Manager (1M) that designers can turn on and off. SolidWorks simplifies this issue a great deal;
no 1M, just a sketch plane.
Constraints
(select Concentric )
If we need sketch planes beyond the standard Top, Front, and Right offered by a
sketcher, we must create them. Because a new sketch plane is considered geometry that is not
part of the model under construction (but it is part of the model's geometric definition), it is
referred to as a datum plane, which is part of the model reference geometry. There are various
ways to create datum planes. The following screenshots show some ofthem.
Chapter 2 3D Modeling and Viewing 43
A sketch status is a very important issue to the sketcher. If a sketch (profile) is not
correctly defined, a valid solid cannot be generated from it. Sketchers use color codes to display
sketch geometry to alert designers. After a sketch is created, it can exist in one of three states.
An underdefined (underconstrained) sketch is displayed in blue; additional dimensions or
relations are required. A fully-defined (fully-constrained) sketch is displayed in black; no
additional dimensions or relations are required. An overdefined (overconstrained) sketch is
displayed in red; the sketch contains conflicting dimensions or relations or both. They must be
removed. The following screenshots show the three sketch states.
Overdefin ed sketch
J4----P,----.,.\
During the construction of a sketch, a solid modeler derives the requires set of parameters
that are required to fully define the sketch. The dimensions that the designer inputs for these
parameters make up the values of these parameters. Consider the part shown in Figure 2.7. It is a
block with a hole in it. The five parameters, PI to P4 and R, fully define the sketch. We can
assign any values to these parameters and redraw the sketch by using a regeneration function of
a CAD system.
• ; ~, J ~ . . ;
The sketch parameters and dimensions work together. Parameters are the generalization of
the sketch definition; they create a template of the sketch. Dimensions are the specification of
the sketch definition; they create a specific instance of it. This is analogous to the concept
objects in OOP (object-oriented programming). The parametrized sketch is analogous to a class,
and the dimensioned sketch is similar to an instance of the class. Similar to the relationship
between a class and an instance, the dimensioned sketch derives its definition from the
parametrized sketch. ,.:,;",. I..
current value of the dimension; this is similar to the Pro/E first step . The designer inputs the new
desired dimension value and clicks a tick mark, 0 ; this similar to the ProlE second step .
The sketch parametrization offers a great design tool for CAD designers. They can freely
sketch their ideas without having to worry about dimensions. While sketching, they try to keep
the proportions of the sketch reasonable. After a sketch is complete, they can look at the
dimensions and accept them or modify them. For example, a designer may adjust a value of 3.45
inches (or 35.79 rom) to 3.5 inches (36 rom).
We summarize the parameterics solid modeling approaches into these three steps:
Generate parameters (via sketching) => Assign dimensions => Regenerate
We follow this approach throughout the book. Sometimes, to avoid clutter, we do not provide
dimensions for a geometric model. Interested readers can simply generate sketches on their
CAD systems that look similar to the model presented in the book. The sketcher in tum
generates the dimensions.
at Basic Features
An analysis of existing CAD/CAM systems reveals that they all offer a basic set of
features. This set is universal among them, although each system may use different names to
designate them. This basic set includes the following features: extrusion, revolution, hole, cut,
sweep, loft, fillet, chamfer, rib, shell, draft, patterns, spiral, and helix. The forthcoming
screenshot shows typical features of a CAD/CAM system. We cover how each feature is defined
and created.
46 Chapter 2 3D Modeling and Viewing
Extruded Extruded cut Sweep Fillet Shell Hole Linear pattern Mirror feature
bosslbase
Extrusion ----,,,.;--:-,
distance ~.:..-......;.-...:._......;.-
~ DJ,h.i.n.r~.~.~~r.~ :: ~
~~, ;"';'~"~,",, .-.~,,,,... ,"":".f \. ;·',· -·iv'·-'
t
Angle of ;;
revolution = - '
360 degrees
_-,--_ Cross
section
Chapter 2 3D Modeling and Viewing 47
A hole feature is used to create holes in models. It requires a hole diameter or radius
(size), a length, and an axis to define orientation.
A cut feature is used to cut material from another existing feature. Different CAD systems
use different names for the cut feature. Different types of cuts can be made such as extruded or
revolved cuts. A slot is also a form of a cut feature.
A sweep feature is used to create a model with a constant cross section along a nonlinear
axis. It is a generalization of the extrusion feature. It requires a cross section and asweep curve,
as shown below. If the sweep curve is linear, the sweep becomes an extrusion.
A loft feature is used to create a model with a variant cross section along a
linear/nonlinear axis. It is a generalization of the sweep feature. It requires a set of cross sections
as shown below. A guide curve may be used to blend the cross sections. if noguide curve is
specified, a linear blending is assumed.
48 Chapter 2 3D Modeling and Viewing
The fillet and chamfer features are used to change the comers of a model. A fillet rounds
the comer, thus eliminating its sharpness . This is a good engineering 'practice because it reduces
the stresses around the comers. A chamfer creates a transition between two edges of a model.
A rib feature is used as a stiffener for models . It can be viewed as an extrusion. It requires
a line, the faces to stiffen, and a thickness as shown below.
A shell feature is used to carve out material from a model by "shelling" it. It requires a
face to shell and thickness to keep as shown below.
A draft feature is used to create a slant (taper) in model faces. It is a required feature when
we create models of injection molds. These molds must have drafts to be able to remove the
molded parts from the molds. These drafts release the vacuum pressure generated by pulling the
plastic parts out of the molds. A draft feature requires a draft angle (usually a small one between
five and ten degrees) and the faces to draft.
A pattern feature is a geometric array that is used to create repeated geometry in a
specific order, as we have shown in Tutorial 1.8.1. A pattern can be rectangular (linear) or
circular. A linear pattern requires the feature to repeat, the distance between the repetitions, and
the number of repetitions. A circular pattern requires the feature to repeat, an angle between the
Chapter 2 3D Modeling and Viewing 49
repetitions, and the number of repetitions. Or, we can specify the total angle that the pattern
sweeps and the number of repetitions. The CAD system calculates the angle between repetitions
from this data, by dividing the total angle by.the number of repetitions.
A spiral feature is used to create spirals . The spiral is considered a sweep along a helix
curve as shown below. It requires a cross section and a helix curve . The helix curve requires a
pitch and a number of revolutions.
i . · "':- ,>
""':"i
A helix feature is used to create helical springs. The helix is considered a sweep along a
helix curve as shown below. It requires a (circular) cross section and a helix curve. The helix
curve requires a pitch and a number of revolutions. The helix can be created tapered if needed.
Featured-based modeling uses these features and others, depending on what a CAD
system offers, to create geometric models of imaginative objects or engineering parts , products,
and assemblies. Some systems, such as SolidWorks, call the first feature we create or an existing
feature a base feature. We add or subtract from the base feature until we create the final model.
We should realize that many current CAD/CAM systems, such as ProlE and SolidWorks,
do not allow more than one solid during any geometric construction. These systems do not allow
what we call "disjoint solids" or "multiple bodies" during construction. We will discuss this
50 Chapter 2 30 Modeling and Viewing
issue later in more detail. Legacy systems, such as Unigraphics and CATIA, do allow multiple
solids to exist concurrently in the same database. This is sometimes useful because a CAD
designer may generate disjoint solids during intermediate modeling steps before combining
them using Boolean operations.
Let us investigate = = ,.". . ,.",
this issue further by
using SolidWorks. The
creation of any feature
of any part begins by
creating a cross section
that is adjacent to a 'face
of an existing feature;
that is, it is constructed
off a face. Thus, all
existing features and
cross sections are joined
during any phase of
construction. ProlE and
SolidWorks do not
allow the creation of
disjoint solids. An
example of a disjoint
solid is two blocks
placed apart from each
other in the modeling L....- This web eliminates _ _-----..
the above error
space. The error that
appears on the screen
when we attempt to
create a disjoint solid is
shown in the screenshot
on the right. To avoid
this error, we make sure
that we adopt a model-
ing strategy such that
creates cross sections,
and hence features, that are adjacent to or penetrate existing faces/planes.
The part shown here is a disjoint solid, which we have to connect with a web. If a
CAD/CAM system does not allow the creation of disjoint solids like this, we must create the
web first.
Chapter 2 3D Modeling and Viewing 51
G» Datum Features
The creation of a solid model begins with a sketch that is used in conjunction with a
feature operation to create features. As we create more and more features, we create models. A
CAD system makes the assumption that any geometry created during sketching is part of the
profile under construction. More often than not, we need to create geometry to define construc-
tion operation. Such geometry is not part of the profile. How can we tell the sketcher and the
CAD system not to treat that geometry in a regular way? We define reference geometry'.
Reference geometry is a special type of geometry that is used to define other geometry. It
is not ordinary geometry. Consider the cross section and the axis that are used to create a
revolved feature. The cross section is ordinary geometry while the axis is reference geometry.
Reference geometry is part of the feature definition, and it cannot be deleted unless the feature is
deleted first.
Reference geometry comes in the form of datum features. CAD systems allow designers
to create these types of datum features: planes, axes, curves, 'points, and coordinate systems.
Think of these datum features as ordinary features, with the difference that they are not part of
the sketch (profile) geometry. Thus, their creation requires the same definitions as their ordinary
counterparts. Pro/E makes extensive use of datum features. It has an extensive Datum menu
under its Feature Class menu. Any of the above-listed datum features are available under
the ProlE Datum menu. SolidWorks offers only three datum features under its Referende
Geometry menu (click View = > Toolbar => Reference Geometry). They are
Coordinate System, Datum Axis, and Datum Plane.
A datum plane is used when we need a nonstandard construction plane. We have covered
datum planes in Section 2.5. A CAD system offers a rich menu of defining datum planes as
shown in Section 2.5.
A datum axis is used for various purposes including defining an axis of revolution for
revolved features or an axis for a circular pattern. Some CAD systems, such as SolidWorks,
offer an axis feature as part of other menus, depending on the context for modeling and whether
a feature creation needs it or not.
A datum curve or point feature is used when we need to create curves or points in the
model database that are needed to define a sketch. For example, consider a set of points-that
define a spline curve. We may create the pointsexplicitly first, before using them to create the
spline. In this case, we must create them as datum points, as ProlE does.
A datum coordinate system feature is useful when we need a CAD system to use it
temporarily in some calculations, such as measuring entity length or calculating mass properties,
instead of using the MCS. It can also be used to export documents to IGES, STL, STEP, or other
formats. The required information for creating the coordinate system is X axis, Yaxis and origin.
For example, we can select an edge as the origin and two faces as the X and Y axes as shown in
the forthcoming screenshot. Or we can select a vertex as an origin and two edges as the X and Y
axes as shown in the screenshot.
52 Chapter 2 3D Modeling and Viewing
Face <I>
(Y axis)
Edge<l>
(Origin)
~ Geometric Constraints
We use geometric constraints or relations as part of sketch definition. These constraints
could be geometrical (such as a length equals another) or topological (such as two lines are
always perpendicular) . They are useful in relating sketch entities together. For example, the
length of a line could be set to be twice the length of another line. When the value of the latter
length changes, the length of the former line changes as well, thus maintaining the geometric
constraint. Another example includes centering a hole in a rectangle; whenever the rectangle
changes size, the hole is always in the center of the rectangle.
We can use equations to express more elaborate constraints. We cover this subject in more
detail later in the book.
~ Modeling Operations
As we create feature after feature to create a solid model, what happens to all these
features? Do they remain individually in the model database? CAD systems combine them as
we create them. We begin with the first feature, which represents the total solid at this point.
When we create the next feature, the CAD system can add it or subtract it from the first feature,
and so forth.
CAD systems utilize Boolean operations to combine features. These operations are union,
subtraction, and intersection. For example, when we use an extrusion, the resulting feature is
added to the existing feature or solid. When we create a cut, the resulting feature is subtracted
from the existing feature or solid. The intersection happens as a supporting operation.
Chapter 2 3D Modeling and Viewing 53
Legacy CAD systems such as Unigraphics, CATIA, and I-DEAS support Boolean
operations explicitly. CAD designers can find them under a Tools or Edi t menu. Systems
such as SolidWorks or ProlE do not have Boolean operations explicitly. The interesting question
is how do we intersect two solids explicitly on these systems? The answer is that we do not;
these systems do not support the existence of disjoint solids.
The details of Boolean operations and the set theory behind them is covered later in the
book in more detail.
~ Heterogeneous Modeling
The construction of a solid model is a series of sketches and features that are combined to
create the final solid . We begin with a sketch that we draw on a sketch plane. We then apply a
3D operation to transform the 2D sketch to a 3D feature. We repeat these two steps to create
other features. As features are created, the CAD system combines them to produce the solid.
A sketch is a collection of curves. A curve may be a line, circle, arc, chamfer, or spline. In
more complex solids, we may use the curves to create surfaces before creating a feature or the
final solid. We cover curves and surfaces in more detail later in the book. Thus , a model data-
base may contain three types of modeling classes: curves, surfaces, and solids .
Some CAD systems, such as ProlE and SolidWorks, only allow the existence of curves
and surfaces as part of a sketch definition. The only valid entity that these systems allow to exist
individually is a solid, and only one solid, as we discussed at the end of Section 2.7.
Legacy CAD systems, such as Unigraphics and CATIA, allow the existence of curves,
surfaces, and solids at the same time in a model database. These systems allow designers to
create curves and surfaces that are not part of a solid definition yet. We can view this
coexistence as three modeling modes: curves , surfaces, and solids . We refer to the existence of
these three modeling modes as heterogeneous modeling. Whether heterogeneous modeling is
good or bad is a debatable issue that we do not cover here . We can only point out that it may be
good for research purposes and other experimentation activities in geometric modeling.
f8 Modeling Strategies
CADICAM software is complex and requires training and understanding of its philosophy
and underlying principles. It should be considered a complex engineering modeling tool, like
other software for computational fluid dynamics and finite element analysis. CAD designers
should use it with care if they wish to be efficient in using it.
The efficient use of a CAD system begins with developing a modeling strategy. A
modeling (planning) strategy is a sequence of thoughts about the best, easiest, and fastest way
to create the geometric model of the object we wish to model. This modeling strategy is the
high-level thoughts of what we need to do on a CAD system. This strategy may change when we
execute it.
54 Chapter 2 3D Modeling and Viewing
We view a modeling strategy as a way for CAD designers to organize their thoughts. It is
similar to a flowchart or pseudocode in programming activities. The development of an effective
modeling strategy requires a CAD designer to answer a series of questions:
1. Determine model type and subtype. Is it 2V2D or 3D? Within 2Y2D type, is it extrusion,
revolution, or composite 2Vill? A large percentage of engineering parts fall into the 2Vill
group.
2. Observe geometric characteristics of model. Is the model symmetric with respect to one
plane or more? If so, a CAD designer can construct only half of the model and then use the
Mirror command to create the full model. The Translate and Rotate commands .
can also be used.
3. Choose model orientation in 3D space. How is the model oriented in 3D? Which model
face or view is aligned with which view? This decides the first sketch plane of the model
whether it is Top Front or Right.
I I
4. Choose model origin. Where is the MCS origin located on the model sketch? Is it the
bottom left comer of the sketch (profile) or somewhere else?
5. Decide on other geometric details. Do we need geometric modifiers to speed up
construction? What color and layer scheme do we need?
6. Avoid unnecessary calculations. Can we use the CAD system to perform geometric
calculations for us, to save time? For example, we may use an intersection or end modifier
instead of explicitly making calculations by hand.
These six questions offer a.guide, CAD designers may amend or change them. We should
mention that CAD designers tend to naturally jump to a CAD workstation and begin building a
model, just like a programmer jumps to writing code. Wisdom has it that the faster we build
models or write code, the worse the final product is. We simply ask designers to spend a few
minutes to investigate the geom~tric properties of the model under construction and find the
smartest and fastest way to create it.
Once we answer the above six questions, what does a modeling strategy look like?
Examples 2.1 and 2.2 offer examples. It consists of steps on how to construct a model. Each step
does not have to include deep-level details about each dimension or number used in the step.just
a high-level plan as Examples 2.1 and 2.2 show. The best presentation of a planning strategyis
to include screenshots as shown in Examples 2.1 and 2.2.
~ Master Model
The use of CAD/CAM systems in practice requires a lot of preparation. It is not just an
issue of getting CAD designers to create models and assemblies. It is also an issue of
consistency and reuse of these models and assemblies. A typical company has many
departments (including design, manufacturing, and marketing) and subcontractors. The
company may also outsource various CAD activities. In such a case, all these groups and
Chapter 2 3D Modeling and Viewing 55
individuals must have a way of knowing how to read a CAD file. This is where the concept of a
master model becomes useful.
A master model is a template file that has the structure of CAD data in a consistent way
for all groups to use and follow. CAD managers in companies usually develop the content and
structure of master models and their files. The content of a master model includes layering
schemes , modeling and drawing conventions, model views, model coloring schemes, and so
forth.
CAD designers learn the structure of the master models and their files. They also learn
how to use them. A CAD designer may begin a model. Another designer can then continue the
model because they all know where model information is and how to add new information.
~ System Modes
Constructing geometric models and producing drawings are two basic and popular
functions of CAD/CAM software. The software provides users with two basic modes to enable
them to perform the two functions . These are the model and drawing modes. Only one mode can
be active at anyone time. Both model and drawing modes utilize existing information in the
model database. However, if the model mode is active, the result of every modeling operation is
recorded in the model database. The drawing mode offers two options: local and associative. In
the local option, changes to a drawing are local to the drawing; they do not affect the model
database. In the associative option , changes in the drawing mode affect the model geometry and
database.
While the main purpose of the model mode is to construct a model geometry, the main
purpose of the drawing mode is to generate engineering drawings. The three major activities of
the drawing mode are model cleanup, documentation, and plotting. Model cleanup is the most
tedious and time-consuming activity a user can engage in. Starting with the three standard
orthographic views from the model database, the user should hide or change fonts of entities
according to the standard drafting rules. The user is usually faced with two main problems
during model cleanup. The first is overlapping entities. This problem appears if the user has to
blank (hide) these entities or change their fonts to dashed font. Reliable automatic hidden line
removal algorithms are helpful in model cleanup.
The second problem is that cleanup work is usually not recoverable. If the user destroys a
view during the cleanup process , the only alternative is to start from scratch by repeating the
work on a "fresh" view and discarding any previous cleanup work. It is also possible that the
CAD/CAM system might crash in the middle of a drawing session, which results in loss of the
drafting work also. The general advice is that the user must save more frequently during an
active session.
Once the cleanup work is completed, model documentation includes adding dimensions
and text notes, generating drawings, and producing bills of materials. Users are assumed to
know the standard rules of dimensioning and tolerancing. CAD/CAM systems provide users
with rich menus and commands for dimensioning and tolerance purposes.
56 Chapter 2 3D Modeling and Viewing
Obtaining high-quality plots of the generated drawings is usually achieved by issuing the
proper plot command. The following standard drawing sizes are supported by all systems:
SIZE A 8 1/2 x 11
SIZE B 17 x 11
SIZE C 17 x 22
SIZE D 34 x 22
SIZE E 34 x 44
In addition to these standard sizes, user-defined drawing sizes are always provided. There
is always one of these sizes that is used as a default by the software. The mapping between the
orientation of a drawing on the display screen and on the drafting paper mounted on the plotter
must be understood by the user to avoid surprises. There is a modifier that can be used with the
plotter command to rotate the drawing orientation on the screen by 900 before it is plotted on the
paper.
fa Model Viewing
While model construction involves the creation of the model database , viewing affects the
way the model is displayed on the screen. Modeling and viewing are interrelated. Views are
defined by the various angles from which a model can be observed, as Figure 2.8 shows.
Essentially, the observer changes position in the MCS, while the model maintains its original
orientation. This effectively lines up the view with the plane of the computer screen. The
geometric transformation that generates the orthographic views is covered later in the book. An
infinite number of views can be defined for a model. Most software provides commands for the
standard views. Figure 2.9 shows the standard six 2D views of a model. Any 3D view of a model
can be generated by rotating the model in real time in its modeling space.
Observer
1line of sight
Front view
Right
Front
Left
Rear Bottom
VRML file. Simply click this sequence : File = > Save As => select the VRML format and
type a filename. The VRML file extension is .wrl (for world) . See the upcoming screenshot.
We now open a browser window and open the .wrl file to view it. Use this sequence to
open the file: File (menu on browser menu bar) => Open => select the .wrl file => OK.
While the VRML file is open in the browser window, we can manipulate it using the buttons
offered by the plug-in as shown in the following screenshot.
Browser window
fa Tutorials » :
5. Sketch the circle in the center of the plate with a diameter of 1 inch.
6. Use a cut (extrude cut) operation to cut the hole from the plate.
Tutorial 2.17.1 discussion:
If we swap steps 1 and 4 in the modeling strategy, the Front and Top views shown
would swap places.
Tutorial 2.17.1 hands-on exercise:
There is an easier way to create this model. Start with the Top sketch plane, create the
rectangle and the circle inside it, and extrude the sketch with a 0.5 inch thickness.
inthe same.sketch, create an axis which is 7 degreesi~<::.li~ed to the vertical axis, as shown
in ~~. ~sree!is~9t beI9w. . . '. .' .~"~:, " .
5. Circular pattern the dent profilewith an instance of 2.-Usethe angular dimension of 7
degrees'~s 'th6:nq~~enc~ drred ion of the pattern and the arigie'a s 7 degrees, shown in the
" , ;',. ~_. ' '"10:.; " ~ . ; • .- .• I • ..
is
-~
Step 6
Steps 4 and 5
62 Chapter 2 3D Modeling and Viewing
7. Repeat step 5 but now create an instance of the dent at 14 degrees from the central axis.
After that, repeat step 6 to create a circular pattern of that instance. Select the number of
instances to fit the perimeter.
8. Repeat steps 5 and 6 to create the dent instance up to 90 degrees with increments of 7
degrees (21 degrees, ..., 84 degrees, 90 degrees -last increment is 6 degrees) and create
the circular pattern at each level of instance as shown on the screenshot below. .
9. Create the mirror image of the top half of the golf ball dent pattern (select all the patterns) ,
by using the Top plane as the mirror.plane, to complete the model as shown in the
following screenshot below.
Step 8 Step 9
PROBLEMS
Part I: Theory
2.1 Give an example of how the centralized integrated database concept can help with the what-if
situations that arise during the design process.
2.2 Discuss the contents of a database for a line, a circle, and an arc.
2.3 Can you define a nonorthogonal WCS? How is three-point definition interpreted by software?
Chapter 2 3D Modeling and Vjewing 63
2.4 What is underdefined, fully-defined and overdefined sketching? Explain your answer with
sketches.
2.5 What are the different types of geometric relations? Why would you use them in 3D geometric
modeling?
2.6 What information do you need to define a coordinate system? Why do CAD/CAM systems
allow you to define a coordinate system (i.e., what is the use of it)? Provide an example.
Use your in-house CAD/CAM system to answer the questions in this part.
2.7 How can you define a sketch plane?
2.8 Create the following sketch FULLY DEFINED, without having to calculate any other
dimensions explicitly. Use only geometric modifiers (do not use any trim option), geometric
constraints, and the shown dimensions. The parallel lines in the sketch indicate that the lines
are of equal length.
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Chapter 2 3D l'.~odeling and Viewing 65
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