McENG 6218 Ch2
McENG 6218 Ch2
McENG 6218 Ch2
GEOMETRIC MODELING
TECHNIQUES 6
Geometric modeling techniques like wire frame, surface and solid modeling have totally
changed not only the drawing office practices but also have helped to integrate design with
analysis, simulation and optimization as well as to seamlessly integrate design with downstream
manufacturing applications. Data created in geometric models can thus be directly passed on
to all the application software packages like finite element analysis, mechanism analysis,
CNC programming, inspection etc. Geometric modeling has therefore paved the way for CIM.
The salient features of the different modeling techniques are discussed in this chapter. The
starting point of new product development is conceptual design. The designer has to develop
the shape of the product which in turn has to accommodate the functional parts inside. Whether
it is a consumer durable like a camera, and an electric iron, a washing machine, an automobile,
an entertainment electronic item like television or a sports item like a golf club, shape design
is a critical activity in product design. This chapter also discusses conceptual design techniques
and transfer of data to modeling software.
6.1 INTRODUCTION
Product development activity starts with the design of the product. As mentioned in
Chapter 2 this is a very critical activity which will influence the cost, performance, service
life, quality, manufacturability, maintainability etc. The challenges before the product
designers today are listed below:
• Higher customer quality expectations
• Need to have innovation and originality in design
• Need for global collaboration across and beyond the enterprise among designers,
customers and vendors to reduce development lead times
• Need to evaluate feasibility throughout the design process
• Ability to react quickly to design changes as and when change requests are made
• Ability to express the design intent in terms of shape and function using the tools
available as well as the ability of the tools to transfer data back and forth seamlessly.
Manufacturing of machine parts and components is carried out with the help of
drawings. The machine operator is provided with the drawing of the finished part and an
operation sheet which gives step by step instructions to produce the part. Drawings are
also required for process planning, tool design, production planning, and CNC
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end view etc are used to describe the object graphically.
(a) (b)
(c) (d)
Apart from standard surface types available for surface modeling (box, pyramid, wedge,
dome, sphere, cone, torus, dish and mesh) techniques are available for interactive modeling
and editing of curved surface geometry. Surfaces can be created through an assembly of
polygonal meshes or using advanced curve and surface modeling techniques like B-splines
or NURBS (Non-Uniform Rational B-splines). Standard primitives used in a typical surface
modeling software are shown in Fig. 6.4. Tabulated surfaces, ruled surfaces and edge
surfaces and revolved are simple ways in which curved geometry could be created and
edited. Surface modeling is discussed in detail later in this chapter.
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Fig. 6.4 Typical Approaches in Surface Modeling
A “union” operation (A ∪ B) will combine the two to convert them into a new solid.(Fig.
6.5 (c)) The difference operation (A – B) will create a block with a hole (Fig. 6.5. (D)). An
intersection operation (A ∩ B) will yield the portion common to the two primitives. (Fig.
6.5(E)).
Geometric Modeling Techniques 127
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Fig. 6.6 B-Rep Model
easier to change and manipulate than the physical mock-ups or prototypes, more design
iterations and modifications can be easily carried out as a part of the design process. Using
solid modeling techniques a design engineer can modify a design several times while
optimizing geometry. This means that designers can produce more finished designs in
less time than by using traditional design methods or 2-D CAD drafting tools.
Solid models can be used for quick and reliable design analysis. Solid models apart
from geometric information provide important data such as volume, mass, mass
properties and centre of gravity. The designer can also export models created to other
applications for finite element analysis (FEA), rapid prototyping and other special
engineering applications.
Finally designers can generate detailed production drawings directly from the solid
model. This capability increases design productivity considerably. Another important
feature of solid modeling is associativity. Detailed drawings are linked to solid model
through the associativity feature. This is a powerful function - as an engineer modifies a
design, the drawings get updated automatically. In bidirectional associativity, any
modifications made to geometry in the drawing are reflected in the model. In more
advanced design and manufacturing environments, solid models are used for rapid
prototyping and automated manufacturing applications.
The salient features of the solid modeling approach to design are discussed in the
following sections.
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Similarly, if a flanged part shown in Fig. 6.8 (A) is to be created, the one approach is to
sketch the cross section as shown in Fig. 6.8 (B) and then revolve through 360°.
(A ) (B )
In typical solid modeling software the designer can create a feature in two basic ways.
One is to sketch a section of the shape to be added and then extrude, revolve, or sweep it
to create the shape. These are called sketched features.
Another type of feature is the pick-and-place feature. Here the designer simply performs
an engineering operation such as placing a hole, chamfering or rounding a set of edges, or
shelling out the model.
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Sketching
The first step in creating many 3-D features is sketching a 2-D section. Then by using
appropriate instructions the design conveys the information regarding how far to extend
this section in a space. The third dimension is created this way. For instance, a 30 mm
circle extruded 50 mm through space produces a cylinder 30 mm diameter and 50 mm
high. The circle is the sketched section of the cylinder.
Creating
Cr eating Parts
As mentioned earlier solid modeler uses features such as cuts, protrusions, holes,
chamfers, and other basic shapes to build part geometry. The designer gets the information
about the geometry of a feature (like the size and shape of cuts and protrusions), from a
sketcher window.
As the features are added the geometry of the part is enhanced. By adding to
geometry one feature at a time, parts with very complex geometry can be created as
shown in Fig. 6.9.
Geometric Modeling Techniques 131
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Fig. 6.9 Part with Complex Geometry
Many tools for modifying geometry, establishing relations between features, and
defining or modifying feature attributes are provided in solid modeling softwares.
Regardless of whether simple parts or complex ones are designed, part geometry is created
and modified in the same way.
Building Assemblies
Designs usually consist of several parts. Solid modelers can put two or more parts
together in an assembly. All the tools a designer needs to build, modify, and verify
assemblies are available in solid modeling softwares.
Documenting Designs
The final step of designing a part or assembly is communicating it in a medium other
than the computer monitor’s display. For some operations this means plotting out design
drawings. Solid modelers provide tools to produce finished drawings complete with
geometric tolerancing and text annotation.
Drawings may not be the final step for everybody. Many users export designs to other
applications for analysis, manufacturing, and other forms of post-processing. Modeling
software also will incorporate a variety of tools for exporting designs to other softwares.
d
Fig. 6.11 Parametric Relation Between a Hole in One Component and a Shaft in Another
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C
D
B
A PARENT FEATURE
CHILD FEATURE
Fig. 6.12 Parent-Child Feature
Parent/child relationships can be very useful. If the geometry of a parent changes, the
child features are updated with it. Although parent/child relationships enhance the
parametric behaviour of the designs, they should only be used appropriately. Creating
parent/child relationships where there should be none can cause the design to behave in
ways the designer did not intend.
Solid modeling is capable of combining parts into an assembly. These modelers provide
all the tools that are needed to orient, align, and mate parts. The designer can remove parts
from assemblies, modify part geometry, and establish relations between assembly
components. In addition, local and global interferences can be checked.
134 CAD/CAM/CIM
This ability to create a fully parametric assembly makes solid modeling software a
very powerful design tool. With the aid of solid modeling a designer can build extremely
complex, multi-component designs (Fig. 6.13).
Fig. 6.13 Assembly Made up of Several Parts (Top); Exploded View of the Assembly (Bottom)
Geometric Modeling Techniques 135
All designs, whether big or small, begin with an idea. As the idea takes form, so do certain
aspects of the idea. What is the purpose of the design? What are the key features and components
that make the design achieve its objectives? How do the components fit together? And what
other questions are to be satisfactorily answered to make it a viable design? These are some of
the issues the designer has to answer while carrying out a design.
Chapter 6
variables and constraints and multiple objective criteria.
Open extensible envir environment:
onment: This facilitates associative bi-directional
communication to any external application like analysis, manufacturing etc. at the feature
level of the design ensuring that model reflects the changes incorporated in other
applications.
Behavior modeling helps to create designs which are more innovative, differentiable
and more responsive to customers’ requirements. With the help of objective driven design
process engineers can focus on key design issues, and evolve optimal design solutions for
better performance and functionality.
Behavior modeling helps to make electronic product designs more complete.
Behavior modeling strategy advances feature-based modeling to accommodate a set
of adaptive process features that go beyond the traditional core geometric features. These
features accommodate a variety of information that further specifies the intent and
performance of the design. There are two distinct categories of adaptive design. Application
features describe process information. Behavioral features contain engineering and
functional specifications. Application features encapsulate product and process information.
Behavioral features define component assembly connectivity, using welds, or pins or slider
joints. When behavioral features consist of assembly connectivity information, including
any assembly constraints, the assembly design process automatically implements that
information to execute functional behavior and purpose. By capturing original design intent,
product designs retain their integrity, robustness, and performance while adapting to
market and engineering changes. The adaptive process features make smart models highly
flexible. As the engineers make changes to the smart models, the models regenerate to
accommodate all their features and context. This highly flexible adaptation makes smart
136 CAD/CAM/CIM
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Fig. 6.15 A Sub-menu Appearing on the Screen
Menu is generally organized in a hierarchical manner. For example, the selection process
to draw a circle starts with the root menu. From the root menu one selects the “DRAW”
menu. The next menu displays various options available in the DRAW menu. If we select
the “CIRCLE” from this we get four options. We can select any one of these depending upon
how we are going to draw the circle. The menu traversal is shown below:
A user can customize the menu depending upon the design requirements. Such a
customized menu makes a modeling session more productive. Special software agents
could be designed to increase design or drafting productivity further. Additional menu
items can be incorporated using the programming features available in the software.
ii. Entity drawing: Several standard entities like line, circle, arc, polyline, polygon,
ellipse etc are available to create the model required.
iii. Edit commands: A number of commands are available to modify or copy or
replicate the entities or groups of entities in a model.
iv. Standar
Standard d parts: Facilities are available to create symbols, shapes, and other
standard parts. Frequently used parts can be stored as blocks which can be
inserted into a drawing as and when required.
v. Display: The model can be enlarged, reduced in size, or moved across the screen,
using display commands.
vi. CrCross
oss hatching: Sectional plans can be indicated through cross hatching.
vii. Dimensioning: Parts can be dimensioned using a number of standard
dimensioning systems.
viii. Plotting: Facilities to get hard copies of drawings using a pen or electrostatic
plotter and printer will be available.
ix. Configuration: A software has to be configured to a given hardware environment.
x. Customization: Drafting productivity can be enhanced through customizing
software package.
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xi. Drawing inter change: It may be necessary to import or export drawing files
interchange:
created in one software package to another. Facilities should be available to carry
out this task. This is usually carried out by a post processor to convert the model
into a neutral file like STEP and pre-processor to read the STEP file and convert
the data into the model.
These features are discussed in detail in the following sections.
6.6.2 SCALING
It may be necessary to fit a large sized drawing within a smaller drawing sheet size. The
dimensions can be automatically scaled for this purpose.
6.6.3 GRID
A grid facility is provided by the software to help the designer to estimate distances on the
screen. A grid is a matrix of points on the screen whose intervals can be chosen as required.
The grid display can be switched on or off and this does not appear while making a hard
copy of the drawing.
6.6.4 SNAP
The drawing is created with the help of a cursor. The smallest movement of the cursor is
one pixel. The cursor can be moved through a specific distance using SNAP feature. The
snap interval can be chosen as described or can be made equal to grid interval. The snap
mode can also be switched on or off as desired.
6.6.5 UNITS
Different types of units are used for different applications. Examples are metric units and
inch units. The dimension format may be scientific, decimal, engineering, architectural or
fractional. Angles can be specified in decimal degrees, degree/minute/seconds or radians.
These shapes can be called and inserted at any location after suitable scaling and rotation.
This is very useful in drawing where symbols are used extensively, say in the case of an oil
hydraulic circuit.
6.6.8 LAYERS
Layers are an important facility available in all software packages. A drawing contains
many sets of details which may be overlaid to create a complex drawing. There are several
uses for this facility. A very common example is an assembly drawing consisting of several
components. Each component part or sets of similar parts may be drawn on a separate
layer so that these can be accessed separately. As far as the screen display is concerned, all
layers will be exactly overlaid and all of them can be seen together or some or other can be
switched off from display.
All of them can be plotted together or details on each layer can be plotted separately. A
separate data file, is generated for each layer and the file will exist separately. Fig. 6.17
shows an example of different entities of a screen drawn in different layers. Before
commencing the drawing the layers are created as given below:
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(e)
LAYER 1 (b)
LAYER 4 (c)
30 30 LAYER 2
(d)
140
140
40
40
LAYER 3
90 LAYER 0 90
(a) (f)
The part of drawing shown in Fig. 6.17(a) is drawn in Layer 0. Then layer 1 is set and
the centre line shown in Fig. 6.17(b) is drawn in layer 1. The entities drawn on layer 0 will
also be visible. For the sake of clarity they are not shown in Fig. 6.17(b).
Similarly hatching is drawn in layer 2 (Fig. 6.17(c)) and the dimensions in layer 3 as
shown in Fig. 6.17(d). All the layers are superimposed and the drawing will look like as
shown in Fig..6.7(e). Only one layer can be set an any given time. A layer can be given a
specific name. A number of layers can be used in a drawing. It is possible to use more than
one color and one line type in a layer. However it is better to use only one color and one
line type in a layer. A layer can be switched on or off as and when needed. When a layer is
switched off the contents of that layer are not displayed on the screen.
6.7 ENTITIES
A drawing is created using a number of entities. A large number of options are provided to
draw the entities depending upon the requirements. The common entities used for drafting
are listed below:
Point Arc
Line Trace
Circle Polyline (2D & 3D)
Polygon Doughnut
Ellipse Solid
Some drafting packages use constraint based construction method. Fixing constraints
allows interactive creations of variants.
Geometric Modeling Techniques 143
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ROTATE Rotate an existing object through a specified angle.
CHAMFER Chamfer corners of objects.
FILLET Provide radius of objects.
STRETCH Modify a part or drawing by stretching the objects
connected to it.
OFFSET Draw parallels to lines or existing curves.
UNDO Undo a specified number of commands.
TRIM Trim portion of entities.
EXTEND Extend an entity to another entity.
COPY Make single or multiple copies of an existing
object.
SCALE Enlarge or shrink an object.
In addition commands are available to fit curves or spline polylines, divide an entity,
sketch an irregular curve etc. Many editing commands like array, copy, offset and mirror
increase drafting productivity appreciably.
used in drawings. A facility like block can be used for this purpose. A block is a group of
entities stored as a drawing file with a specific file name.
The block has a certain reference (insertion) point and an angular position. Any block
can be inserted (INSERT command) into the drawing by indicating where the insertion
point is to be located. The block can be scaled and rotated when it is being inserted into a
drawing. Blocks can be revised and the drawing can be updated with the revised block.
It is also possible to create small objects, called shapes (within the drawing). These can
also be called and inserted at any location in a drawing just like a block. A good drafting
software should have this facility particularly for specialized drawings where small elements
are repeatedly drawn (example: oil hydraulics, electrical schematics, electronic circuits, surface
roughness symbols, geometric tolerance symbols, weld symbols etc).
A standard parts library can be created using parametric programming facilities
available in the design software packages. Many software packages also provide interface
to high level languages like C to create such symbols.
6.10 DISPLAY
Display commands are useful to manipulate the drawings on the screen. A frequently
used display command is ZOOM. A drawing or parts of a drawing usually picked by a
window option can be scaled up or down as required by ZOOM command. This makes it
possible to draw minute details accurately as well as to view the drawings in detail. In the
case of large drawings parts of the drawing may be out of the screen. In order to view such
hidden portion the PAN command is used. This command causes the drawing to be moved
across the screen. These two are powerful commands which facilitate large drawings to be
prepared accurately. REDRAW command is used to refresh the screen.
The drawing database is updated using REGENERATE command. The screen can be
divided into 2, 3 or 4 parts to display different views of the same drawing using
VIEWPORTS command. Working in windows environment also allows simultaneous
displays and interactions in multiple overlapping windows. This means that the user gets
multiple screens on one graphics screen. Windows can be shuffled by mouse click. It is
possible to expand the contents of one window into another. There are commands to
generate orthographic, isometric, perspective and axonometric projections. Dynamic
viewing is also available in many packages.
The choice of the area to be filled often may lead to difficulties. The best softwares
simply need the information in terms of a point and all the area enclosing this point will
be cross hatched or filled with patterns. All the connected area as along as it is not separated
by any curve or line will be filled.
Hatching with text inside the hatch area is another facility that should be available. In
such cases, the text may have to be first drawn, before “HATCH” command.
6.12 DIMENSIONING
Dimensioning and adding annotations are very important in any drawing. If the dimension
of any object could be drawn just by pointing the object, it will be the best facility. Such a
feature is known as automatic dimensioning, particularly if the dimensions are drawn in
the various views of the object. The features of an object in the various views are not
related at all and they are treated as separate objects, by the software and so dimensioning
has to be done in the different views separately.
Generally linear dimensioning involves the drawing of two extension lines, (a
dimension line with arrow heads) separated from the object. Additionally tolerance values
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may also have to be shown in some cases. It can thus be realized that dimensioning is
rather a complex process and a lot of decisions are involved. Simple inexpensive 2-D
softwares may not have an automatic dimensioning facility, but all of them should have
the capacity to do these by separate instructions from the operator.
Choice should be available to draw the extension lines, in terms of location, length
and the distance from the object. The location choice is generally by picking the end
points of the object to be dimensioned. This is done interactively by some input device.
The arrow size, the location of dimension text etc. are chosen by specifying a series
of dimension variables. The position of the dimension line is also input by picking,
whereas its angular location is indicated by instructions like horizontal, vertical,
aligned etc. Choice is available to use the same base line to dimension a number of
objects and also for continuous dimension writing along a line. Usually the actual
length of the object is displayed by the computer but a different value can be chosen
by the draftsman.
The dimensioning features also include angular, radial, diametrical, aligned and
leader options. The associative dimensioning feature available in some software enables
automatic change in the dimensioning when the entities are edited. Many CAD
softwares permit generation of dimension styles compatible to ISO, ANSI, DIN and
other standards. Dimensioning feature can be customized by assigning appropriate
values for various dimension variables. Fig. 6.18 and 6.19 show two drawings created
using 2-D drafting.
146 CAD/CAM/CIM
0
15
5P6
Dia.75 H11
Dia.45
24
Dia.20H7
Material C45
Quality 6
Module 3
Number of Teeth 23
30 Chamfer 2x45
Fillet 2R
50
N7
Chamfer 2x45
Dia.40k7
Dia.30k7
Dia.50
Dia.44
Dia.25
3
3
30
90
155
220
Material:EN9 N7
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Direction
of Extrusion
EXTRUDED
BASIC GEOMETRY
SHAPE
6.14.2 REVOLUTION
Wire frame images can be created by revolving an entity about an axis. In Fig. 6.21 a set of
entities are revolved about an axis through 270° to create a wire frame object. Rotation
through 360° will produce complete objects.
X1
Y1
Y2 UCS 1
X2
UCS 2
Z
WCS
Y X
WCS-WORLD COORDINATE
SYSTEM
UCS-USER COORDINATE
SYSTEM
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of hardware environment. The task of modifying a package to make it suitable to work
in a particular hardware environment is called configuring. The configuring is to be
carried out for:
i. Displaying the drawings on a particular type of monitor.
ii. Interfacing a particular digitizer or mouse.
iii. Interfacing a particular type of printer and/or a plotter.
This is carried out using device driver files provided by the software monitor.
6.17 CUSTOMISATION
Drafting packages provide extensive customizable features. Many packages are provided
with LISP based or “C” based programming environment. These can be used to develop
utilities which can be put in menus and these will behave like any other command in the
software. Apart from developing these programmes customization involves many other
tasks which are listed below:
i. Design of special menus - screen, pull down, icon, button etc.
ii. Creating modifying line types.
iii. Creating hatch patterns.
iv. Creating symbols and fonts.
v. Customizing help files.
150 CAD/CAM/CIM
vi. Interface with text editors, database management programs, spread sheets, and
communication programmes.
vii. Use of command aliases for frequently used commands.
PRE
PROCESSO R POST PROCESSO R
CAD CAD
N E U TR A L
S O F T WA R E S O F T WA R E
F IL E
A B
POST PRE
PROCESSO R DXF
IG E S PROCESSO R
STEP
etc.
Fig. 6.23 Drawing Data Exchange
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All assemblies and subassemblies incorporating the component can be rapidly identified
so that the time and effort required to replace it can be assessed.
used to conceptualize designs. Data required for CAD can be accessed from spread sheets
(like MS Excel, LOTUS 1-2-3etc) or database management software packages. Equation
solvers can be used to process design rules and export the design data to modify CAD
drawings. The CAD data can be exported to word processors to compile design
documentation. The interactive data communication between linked geometry, spread
sheet (or database), equation solvers and word processors helps to refine design concepts
more rapidly and enables the designer to explore a wide variety of design options.
Ultimately this exploration of possible designs will result in a better and more effective
product.
SURFACE 2
SURFACE 3
SURFACE
MODEL
SURFACE 1
Fig. 6.24 Representation of Boundary
Figure 6.25 is typical of several components, one comes across in engineering. The
surface of this component can be produced by revolving a profile about an axis of rotation.
A surface model is defined in terms of points, lines and faces. This type of modeling is
superior to wire frame modeling discussed earlier in this chapter. A major advantage of
surface modeling is its ability to differentiate flat and curved surfaces. In graphics, this
helps to create shaded image of the product. In manufacture, surface model helps to generate
Geometric Modeling Techniques 153
the NC tool path for complex shaped components that are encountered in aerospace
structures, dies and moulds and automobile body panels.
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created
A surface can be cr eated in several ways:
i. Creating a plane surface by the linear sweep of a line or series of lines.
ii. Revolving a straight line about an axis. Cylindrical, conical surfaces etc. can be
generated by this technique.
iii. Revolving a curve about an axis.
iv. Combination of plane surfaces.
v. Analytic surfaces: Planes, cylinders, cones, ellipsoid, parabolic hyperboloid etc
can be defined by mathematical equations in terms of X, Y and Z co-ordinates.
vi. Sculptured surfaces: These are also called free form surfaces. These are created
by spline curves in one or both directions in a 3-D space. These surfaces are used
in the manufacture of car body panels, aircraft structures, mixed flow impellers,
telephone instruments, plastic containers and several consumer and engineering
products.
Modeling of curves and surfaces is essential to describe objects that are encountered in
several areas of mechanical engineering design. Curves and surfaces are the basic building
blocks in the following designs:
i. Body panels of passenger cars
ii. Aircraft bulk heads and other fuselage structures, slats, flaps, wings etc.
iii. Marine structures
iv. Consumer products like plastic containers, telephones etc.
154 CAD/CAM/CIM
V SURFACE
U CURVE
x = x (u)
y = y (u)
z = z (u)
where x, y, z are co-ordinates of the points on the curve which are functions of some
parameter u and the parametric variable is constrained in the interval. For example, a
point (x, y) is located at an angle θ from +X axis on a circle with centre at (0, 0) and radius
= 1 can be described in parametric form as:
x = Cos θ
y = Sin θ
where θ is the parameter. Surfaces are described similarly for which x, y and z are functions
two independent parameters u and v. Parametric design is very popular in computer aided
design for a variety of reasons, which are listed below:
• Separation of variables
• Each variable is treated alike
• More degrees of freedom/control
• Parametric equations can be transformed directly
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• Infinite slopes can be handled without computational breakdown
• Easy to express as vectors
• Amenable to plotting and digitizing
• Inherently bounded
IN TE R P O LATIO N
A PP R O XIM ATION
One of the popular methods of interpolation is to use the Lagrange polynomial, which
is the unique polynomial of degree n passing through n + 1 points. However, Lagrange
polynomial is unsuitable in modeling of curves because of:
i. Large number of computations involved and
ii. Tendency for the curve to oscillate between data points when the data points are
large.
Another approach is to look for a polynomial of fewer degrees than W passing through
these W + 1 data points. This is done by combining polynomials of lesser degree passing
through several consecutive data points and smoothly piecing several such curve segments
together by blending. In general, the modeling of curves is done to satisfy the following:
i. Axis independence
ii. Global and local control
iii. Smoothness of curves
iv. Versatility
v. Continuity between adjoining segments of curve.
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a = 2X(0) – 2X(1) + X’(0) + X’(1)
b = –3X(0) + 3X(1) – 2X’(0) – X’(1)
c = X’(0)
d = X(0)
(or)
The coefficients of cubic spline polynomials y(u) and z(u) are similarly obtained by
replacing x data by y and z data.
In a vectorial form the parametric cubic curve can be expressed as:
P(u) = au3 + bu2 + cu + d
where u∈ (0,1)
P(u) = [u3 u2 u 1] [ a b c d]T
Let U = [u3 u2 u 1] and A = [a b c d]T
P = UA
158 CAD/CAM/CIM
Curves are defined by interpolating points and tangents at these points. The parametric
cubic curve can be designed using the four vectors P(0), P(1), P’(0) and P’(1). Each one of
these vectors has three components.
P0 = d
P1 = a + b + c + d
P’(0) = c
P’(1) = 3a + 2b + c
P = (2u3 –3u2 + 1)P0+ (–2u3 + 3u2 )P1+ (u3– 2u2+u) P’0+ (u3– u2) P’1
Let F1 = 2u3 – 3u2 + 1
F2 = -2u3 + 3u2
F3 = u3 – 2u2 + u
F4 = u3 – u2
then P = F1 P0 + F2 P1 + F3 P’ + F4 P’
Let F = [ F1 F2 F3 F4 ] and B = [ P0 P1 P’0 P’1]
then P = FB
F1 , F2 , F3 , F4 , are called blending function or Hermite polynomial basis functions. B is
the matrix of geometric coefficients. F is the blending function matrix. The blending function
matrix F can be written as the product of two matrices.
F = UM
Where
2 −2 1 1
− 3 3 − 2 − 1
M = 0 0 1 0
1 0 0 0
where
0 0 0 1
1 1 1 1
M–1 = 0 0 1 0
3 2 1 0
For a given set of end points P0 and P1 and slopes P’0 and P’1 several sets of curves
can be generated by varying the magnitude of the tangent vectors. (unit tangent vector
t = Pu / |Pu| ).
Figure 6.28 shows a cubic spline connecting four points. There are several other
formulations of cubic splines. Ferguson used cubic polynomials for curve and surface design
in aircrafts. However, these methods generally suffer from the fact that they do not allow
the user to change the smoothness of the curve.
X '(0)
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X (0)
X (1)
X '(1)
a
b
−1 3 − 3
3 −6 3
1 LMX 0 OP
0
c = − 3 3
MMXX12 PP
0
0
MNX 3PQ
d 1 0 0 0
The cubic polynomial x(t) in the Bezier form can be expressed as :
−1 3 − 3
3 −6 3
1 LMX 0 OP
0
MMXX12 PP
x (t ) = (u3 u1 ) − 3 3 0
u2
0
MNX 3PQ
1 0 0 0
The advantages of Bezier curve over cubic spline is that the direction of the curve at the
joints can be defined and changed simply by specifying the position of the second and third
data points. Changing a control point not only affects the shape of the curve near the control
point but has an influence throughout the curve. This lack of local control is a major weakness
of Bezier curve. Fig. 6.29 shows Bezier cubic segments for two sets of values of X.
X1 X3 X2
X1 X4
X1 X4
X3
Fig. 6.29 Bezier Curve
The Bezier cubic segment discussed above is a special case of the more general Bezier
polynomial curve segment
3
P (u ) = ∑ P , B , 3(u)
i=0
i i
Geometric Modeling Techniques 161
where u ∈ [0,1]
With blending functions: Bi,n (u) = C(n,i) ui (1 – u)n-i
where n is the binomial coefficient
n!
C (n, i ) = (n − 1)!
i!
and p(u) are the control points and there are n+1 of them defining the vertices of the
characteristic polygon.
6.25 β -SPLINES
This form of cubic segments uses a third set of basis functions different from the types
discussed earlier. A cubic β-spline curve is a special case of spline curve. The equation for
this curve can be written as:
n
P (u) = ∑ P i N i, k (u)
i=1
Chapter 6
This generates what is known as piecewise polynomial. The N(u) blending functions
are defined recursively as :
N (u) = 1 if ti < u < ti+1
= 0 otherwise
(u − t )N , K (u ) + (t − u )N , K (u )
N (u ) =
t1 − t t1 − t
The resulting parametric polynomials are of degree (k - 1). The t are called knot values.
For an open curve there are
ti = 0 if i < k
ti = i – k +1 if k ≤ i ≤ n i ∈ [0, n + k]
ti = n – k + 2 if i > n
The blending functions confine the effects of a control point movement to the immediate
locale. Thus the curve change shape is local and not global as it is for Bezier curves.
1 4 1 0 xi − 2
− 3 0 x
3 0 i −1
x(u) = (1 u u2 u3 ) 1/6 3 − 6 3 0 xi
−1 3 − 3 1 x i +1
162 CAD/CAM/CIM
When the control points are distinct, this curve is continuous in slope and in curvature
between successive segments but it does not pass through any of the intermediate control
points. The cubic β-spline has the advantage that the control points may be moved without
affecting slope and curvature continuity and only four spans of the overall curve will be
affected by the change. Moreover, by allowing two control points to coincide it is possible
to create a curvature discontinuity. A slope discontinuity, similarly, can be introduced by
choosing three successive control points to be coincident.
It is possible to represent complex curve shapes by considering composite curves
constructed from individual segments, in the case of cubic spline, Bezier and B-spline
techniques.
6.26.1 NURBS
A non-uniform β-spline curve is defined on a knot vector where the interior knot spans
are not equal. A rational β-spline is defined by a set of four dimensional control points.
P = (Wi Xi , Wi Yi , Wi Zi , Wi )
The perspective map of such a curve in three dimensional space is called a rational
β-spline curve.
n w
P(u) = H [∑ Pi N i , k (u)]
i =0
n W
P(u) = H ∑ Pi N i , K (u )
i =0
n n
= ∑ PiWi , K (u )
i =0
∑W (u )
i =0
i,K
= ∑ P R (u )
i =0
i i, K
Rational β- splines have the same analytical and geometric properties as non-rational
β- splines.
Geometric Modeling Techniques 163
Wi associated with each control point is called a weight and can be viewed as an extra
shape parameter. Wi affects the curve only locally and can be interpreted geometrically as
a coupling factor. The curve is pulled towards a control point if W increases.
6.26.2 β - SPLINES
β- splines are obtained from β-splines by introducing two new degrees of freedom: bias
and tension. These can be applied uniformly or non-uniformly.
Chapter 6
ordinates and of radius R is
x = X (θ, φ) = R sin φ cos θ
y = Y (θ, φ) = R sin φ sin θ
z = Z (θ, φ) = R cos φ
array of data points which may be regarded as defining a series of curves in one parameter
direction which in turn are interpolated or approximated in the direction of the other
parameter to generate the surface. Fig. 6.30 shows the parameter curves on a surface patch
defined by a rectangular array of data points.
v
r = u u u ! aij
v
!
v
V = [1 v v2 v3]
For Coon’s patch, the basis function M is identical to that of cubic spline segment.
1 0 0 0
0 1 0 0
M =
− 3 3 − 2 − 1
2 −2 1 1
The position and derivative data on two adjacent corners effectively define not only
Chapter 6
the edge curve which joins them but also the cross slope at each point on the edge. This
makes it possible to combine two or more patches with continuity of position and slope.
1 0 0 0
− 3 3 0 0
M =
− 3 6 3 0
−1 3 −1 1
The vector coefficients are given by a 4 × 4 matrix of position vectors for sixteen points
forming a characteristic polyhedron. Fig. 6.31 shows the characteristic polyhedron for a
Bezier surface. The four corner points R (0,0), R (3,0), R (3,3) and R (0,3) lie at the corners of
the surface patch itself whereas remaining points do not lie on the patch. The four points
along each edge of the polyhedron define the four edge curves of the patch. The four
interior points determine the cross derivatives at the corner and cross slopes along the
nearest edges to them.
166 CAD/CAM/CIM
Method Property
The surfaces patches described above cover a rectangular domain in u-v space. There
are also methods proposed for interpolation on triangular and pentagonal domains.
as a set of ruled lines. However, computer recognizes these lines as continuous surfaces.
Users select surface types from a menu to model individual details or fully envelope parts.
Some of the features of surface modeling packages are given below:
Chapter 6
Fig. 6.32 Ruled Surface
iv. Tabsurf: A polygon mesh representing general tabulated mesh defined by a path
curve and a direction vector (generatrix) is created by this command. Fig. 6.33
shows a typical surface created by this command.
Chapter 6
tool for creating and manipulating large mechanical assemblies. This software helps to
position a part relative to the other using intuitive positing and mating relationships which
define the design intent. Design changes to any part navigate through the entire assembly,
dynamically updating part and subassembly positions. Positioning relationships include
face-to-face and edge-to-edge commands making it easy to specify mating, alignment,
and offset, and insertion, parallel and angular relationships among parts.
A top down approach is used in assembly design. The design leader can layout and plan
assembly and create a product structure for the entire team. The product structure is associative
to assembly geometry and remains accessible to the project team. Outline geometry and
spatial envelopes to a subassembly or part can be defined and included in the hierarchy.
As and when the design team details designs of parts these designs are included in the
assembly in the place of spatial envelopes. The design gradually growns in complexity
while maintaining the spatial constraints defined earlier. Throughout the design process,
multiple users can access the assembly design. The design and data management
capabilities of the assembly software provides a design check out and referencing system
for multiple users. Changes can be communicated not only to members of the design team
but also to other product assemblies which use them.
Assembly design software provides other facilities too. The designer can track part
numbers, part names, revisions and versions easily. In fact, versions can be assigned
automatically as design changes. In order to create Bill of Materials (BOM), BOM attributes
can be added to part or assembly. When parts are revised, the assemblies which use these
parts are modified automatically. When assembly or parts within assembly change
associated drawings created by the drafting software are automatically updated.
170 CAD/CAM/CIM
Assembly design software is a powerful tool for design evaluation. Since parts are
designed in solid models the design can carry out checks for interference between mating
parts and subassemblies. It is also possible to animate kinematic assemblies to evaluate
how mechanisms work. Since variational geometry is used, the designer can vary the
dimensions of the links to study the impact of design changes and articulate the mechanism
in real time.
Assembly level mass and inertial properties can also be calculated. The rendering
capabilities available in the modeling package enable true to life presentation of the
assembly to management, marketing, manufacturing, purchase and other downstream
users for review. Their feedback will be useful to avoid costly design changes at the end of
product development cycle.
tolerancing methods are also available in the package. Provision for adding text or
annotations in different languages is also available. Another facility available is the
associative cross hatching facility with ability to recognize internal holes and islands.
Another feature of a drafting module is the dynamic Bill of Materials that automatically
updates when changes are made to the drawing. This ensures that BOM accurately reflects
the data of the drawing.
In addition to the above the drafting module includes integrated drawing management
capabilities. Some of these capabilities are listed below:
(i) Lists the solid model associated with the part drawing
(ii) Lists all drawings associated with a model
(iii) Searches for a drawing by name, number or the draftsman
(iv) Stores the drawings in libraries
(v) Retrieve drawings
(vi) Tracks drawing stage (in-design, check, released etc)
(vii) Tracks revisions and versions
(viii) Compiles total time spent on a drawing
Chapter 6
(ix) Tracks drawings read from STEP, IGES and DXF files
(x) Creates of engineering change order
(xi) Provides project configurations
Drafting modules associated with solid modeling packages can also be used for stand
alone drafting. The features of a drafting package are discussed in a subsequent section in
this chapter.
Joint definition
Revolve
Universal
Planar
172 CAD/CAM/CIM
Constraints
Ground
Spring/damper
Coupler
Gears
Motions
Rotational about revolute or cylindrical joint
Translation along a cylindrical or transitional joint
Loads
Rotational and translational forces
Gravity
Torque
Velocity
Acceleration
Functions
Ability to display several simultaneous functions
Functions defined by mathematical expressions
Transformations to manipulate functions
Geometry checking to determine the validity of mechanisms
Once joints, constraints and functions have been defined the mechanism can be solved
using an internal solver. Some of the capabilities of a typical mechanism solver are given below:
(i) Analysis of open and closed loop mechanisms
(ii) Shaded animation
(iii) Determination of position, velocity and acceleration of all bodies
(iv) Automatic solid model based interference checking
(v) Joint, inertia and spring forces are automatically calculated
(vi) Relative position, velocity and acceleration between any two arbitrary points can
be obtained
(vii) Plotting facilities are available
Geometric Modeling Techniques 173
This kinematic analysis module as an add on to solid modeling packages also will
have facility to preprocess data to be used in an advanced kinematic analysis package like
ADAMS or DADS.
Chapter 6
Loads can be:
• Structural loads
• Heat transfer loads
Physical and material properties can be obtained from the material database of the
solid model. Facilities for mode checking and model optimization are also available.
The optimized model can be solved by any one of the analysis package like ANSYS,
NISA, ABAQUS or NASTRAN. Finite element modeling, analysis, simulation and
optimization are discussed in the next chapter.
• Alias
• PTC
• SolidWorks
• SDRC
• UGS
• think3
• Raindrop Geomagic
• McNeel & Associates
A conceptual design or CAID package should have the following features:
• Integrated 2D sketching and 3D modeling
• Ease of manipulation of shape, form and texture
• Create and modify freeform bodies
• Presentation capabilities
• Data transfer to mechanical CAD for detailed design
A CAID package will have typically the capabilities like Modeling (Global deformation,
Chapter 6
curve tools, blend tools, sweep curves, surfacing, scaling, filleting, trimming, offsetting,
stitching, aligning, smoothing etc), advanced surfacing and direct modeling functions,
sketching, evaluation tools, animation and rendering tools etc.
Styling is very important in automobile design. Automobile styling demands quality,
precision and accuracy. CAID packages specially designed for Class-A surfacing are
available. These packages incorporate advanced modeling and reverse engineering tools.
The major modules of such packages are:
• Cloud point data processing
• Direct, patch based modeling
• Procedural curve based modeling
• Real time diagnostic feedback
• Dynamic surface evaluation
• CAD integration
Cloud point data can be captured by several methods. A popular method is laser
scanning. Laser scanners are fast and accurate. Mechanical scanning can also be done. A
number of scanners are available to capture cloud point data. The surfaces thus created
can be subjected to surface quality evaluation, interactive shading and surface curvature
analysis. This technique requires a model to be made in a suitable material.
It is more common to carry out the design by sketching. Using the conceptual design
software the design process is carried out in a more or less similar fashion as outlined below:
176 CAD/CAM/CIM
i. Create an outline of the model by picking points in a window and letting the
software to connect them to form surfaces.
ii. Use the curves to form the model. Create 3-D surfaces from the curves which each
surface is an area enclosed by three or more curves.
iii. Analyze the quality of the curves to identify and eliminate potential manufacturing
problems.
iv. Improve the model by editing the curves and surfaces to arrive at an aesthetically
pleasing design.
The geometry of the model can be created by:
i. A set of curves that define the geometry which acts as the frame work for the
model’s surfaces or
ii. The geometry can be created by using surfaces which are larger than what is
required and the geometry can be trimmed to suit the requirements.
A model can be created using a combination of the above techniques also.
Chapter 6
Fig. 6.36 Perspective Sketch
Once the sketches are loaded, the software can be used to align the sketch.
2
END POINT 2 TANGENT @ 2
END POINT 1 4
TANGENT @ 1
3
C urve
R eg ion of low
R eg ion of high C urva ture
C urva ture
CURVE 1
M E E T IN G
CURVE 1 P O IN T
CURVE 2
C 1 C o n tin u ity
M E E T IN G
P O IN T
C 2 C o n tin u ity
6.36.2 SURFACES
Aesthetic curves are the building blocks for pleasing surfaces which are the key to create
good products. The curves that define a surface are called boundary curves. While creating
surfaces, surface singularities must be avoided. Fig. 6.40 shows how singularity was avoided
by over building the top surface and trimming it with a curve on surface. Avoidance of
singularity is important to create a surface design which has good manufacturability.
S IN G U L A R
P O IN T
S u rf a c e w it h a S in g u la r p o in t r e m o v e d w ith
s in g u la r p o in t c u r v e o n s u rf a c e a n d
t rim m in g a f te rw a r d s
Chapter 6
Surfaces have two sides - inside as well as outside. Surface normals are helpful to
clearly distinguish the orientation of the surfaces. There can be different surface types:
i. Rectangular: This type of surface is characterized by four boundary curves.
(Fig. 6.41)
iii. N-sided: The surface defined by an arbitrary number of curves (Fig. 6.43)
edge 1
edge 5
edge 2
edge 4
edge 3
iv. Sweep: A surface defined by moving a set of profile curves smoothly along one
or two guide curves (Fig. 6.44)
P R O F ILE C U R V E
PA TH C U R VE
PA TH C U R VE 1
P R O F ILE C U R V E
PA TH C U R VE 2
v. Radius fillet: A blend surface between two sets of surfaces (Fig. 6.45)
F IL L E T
BLEND CURVE 1
Chapter 6
BLEND
CURVE 2
BLEND
vi. Blend: This is a special form of sweep. The guide curves are two curves on surface.
The blend allows user to blend the surfaces together or make a variable fillet from
their defined curves. This type of fillet (Fig. 6.46)needs a curve on each surface
for construction.
vii. Offset: An offset surface is created by offsetting a surface at a distance from an
existing surface. (Fig. 6.47)
OFFSET
OFFSET SURFACE
ORIGINAL SURFACE
B LE N D
H o llow
C u rve
Chapter 6
Fig. 6.50 Creation of a Lens Hollow on a Camera Body
iv
iv.. Creating a insert for view finder
Creating
A cut out on the camera surface is to be created to locate the view finder.
Fig. 6.51 shows the camera body. The cut out is created by a curve on surface
(COS) tool.
C u rv e o n
s u rfa c e
C u rve o n
s u rfa c e
Chapter 6
i. Photo rendering - Rendering facilitates the evaluation of the model and better
communication of design ideas,
ii. Surfaces can be evaluated by accurate reflections, highlights and shadows.
Materials can be applied in the rendering process. Material properties usually
available include transparency, brightness and intensity as well as the basic color
definition of hue, saturation and brightness.
QUESTIONS
1. How do you classify modeling package?
2. Compare 2-D and 3-D wire frame models.
3. Discuss the hardware required for a PC based drafting environment
4. Study a CAD package and describe the drawing entities available.
5. What are the commands and their sequence to create 2D and 3D wire frame
models of the following components?
i. a bracket
ii. a spur gear
186 CAD/CAM/CIM
24. Exercises
i Create an assembly of a reduction gearbox and prepare geometric models of
individual components.
ii Create a surface model of a mouse.
iii Create a solid model of a bracket and extract plan, elevation, end view and
a sectional view, with dimensions.
iv Create a frame type structure in C.I and extract mass properties.
25. Create a solid model and generate a STEP file. Write a program to extract all flat
surfaces and holes.
i. Study typical consumer durable products like electric iron, coffee percolator,
water heater etc. and analyze the impact of shape design on their sales
appeal.
ii. Study the shape of a passenger car and analyze how the blending of various
surfaces of body panels is done.
iii. Compare the measures of continuity of curves and surfaces.
26. Study typical consumer durable products like electric iron, coffee percolator,
water heater etc. and analyze the impact of shape design on their sales appeal.
Chapter 6
27. Study the shape of a passenger car and analyze how the blending of various
surfaces of body panels is done.
28. Compare the measures of continuity of curves and surfaces.
PROJECT
1. Obtain a cloud of points on the surface of an impeller blade and create a smooth
surface, using CAD software.
2. Create the surface model of a product of your choice.
(a toy car, a blender, desktop grinder, shampoo bottle, a two-in-one transistor cum
tape recorder, head lamp of a passenger car, etc.).
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intentionally left
blank
Assembly Settings
2. Click the Mechanical Design category, then the Assembly Design subcategory.
Update
You can set an automatic or a manual update. The "Manual" option lets you decide
when you need to update your design. It is the default mode.
You can also update only the active level of the active component or all the levels of
the active component. "All levels' allows you to update all the constraints defined on
all the levels of the active component.
Access to geometry
The option "Automatic switch to Design mode" ensures that the application will
automatically launch the Design mode when using the following commands:
- Snap
- Publication Management
- Reuse Pattern
- Define Multi-Instantiation
- Manipulate
- Translate
- Rotate
- Update
Move components
The option available controls the display of a warning message that appears when
moving components.
If you want to see a message indicating that you are moving components attached
together, check the option "Display warning when moving a component involved in
a Fix Together".
The message will appear whenever you will apply the following commands to
manipulate .
[ Up ] [ Next ]
2. Click the Mechanical Design category, then the Assembly Design subcategory.
Paste Components
You can paste one or several components without the assembly constraints applying
to them.
You can paste one or several components with the assembly constraints applying to
them, only after the Copy command.
You can paste one or several components with the assembly constraints applying to
them, only after the Cut command.
You can paste one or several components always with the assembly constraints
applying to them.
Constraint Creation
These three options let you define the way of setting constraints:
- Use published geometry of child components only: you can select any
published element belonging to child components
- Use published geometry of any level: you can select any published element
Quick Constraint
Additionally, you can create verified constraints if the option Creation verified
constraints first is on.
[ Back ] [ Up ]
Tolerancing
Display
Manipulators
Annotation
View/Annotation Plane
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Annotation
Annotation
This task will show you how to customize 3D Annotations Infrastructure annotation
settings.
Annotation Creation
[ Back ] [ Up ] [ Next ]
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View/Annotation Plane
View/Annotation Plane
This task will show you how to customize 3D Annotations Infrastructure view/
annotation plane settings.
Zoomable
[ Back ] [ Up ]
Reference Information
This section contains reference information about the Assembly design workbench.
Constraints
Batches and Macros
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Constraints
Constraints
This reference will describe assembly's constraints.
Coincidence Constraints
Contact Constraints
Offset Constraints
Angle Constraints
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About Assembly Constraints
You can apply constraints only between the child components of the active
component.
(1) The constraint cannot be applied because Product K does not belong to the
active component Product B. To define this constraint, Product A must be made
active.
(2) The constraint cannot be applied because Product E and Product F both
belong to a component other than the active component Product B. To define this
constraint, Product D must be made active.
(3) The constraint can be applied since Product C belongs to the active component
Product B and also Product E is contained within Product D which is contained
within the active component Product B.
When you set a constraint, there are no rules to define the fixed and the movable
component during the selection. If you want to fix a component, use the Fix
command. See Fixing a Component .
Symbols
The following table lists the symbols used to represent the constraints you can set
between your components:
Symbol displayed
Symbol used
Constraints in the
in the geometry area
specification tree
Coincidence
Contact
Contact
(point)
Contact
(line)
Offset
Angle
Planar Angle
Parallelism
Perpendicularity
Fix
Note also that deactivated constraints are preceded by the symbol ( ) in the
specification tree.
Tip
The name of a constraint displays when passing the mouse over that constraint.
Geometry
To set constraints it is possible to select the geometry (plane, line or point) resulting
from intersections, projections or offsets from the specification tree. For more about
these operations, please refer to Generative Shape Design User's Guide.
Customizing Constraints
The application lets you customize the creation and the display of constraints. For
more information, please refer to Customizing Assembly Constraint and Customizing
Constraint Appearance.
[ Next ]
Coincidence Constraints
Coincidence-type constraints are used to align elements.
The following table shows the elements you can select for a coincidence constraint.
Point
Line
Plane
Planar Face
Sphere
(point)
Cylinder
(axis)
Curve
Axis System
To create a coincidence constraint between axis systems, they must have the same
direction and the same orientation in the product.
You can also create coincidence between an axis system and components of another
axis system:
Origin point.
Reference plane, in this case the reference plane must be parallel to the axis
system.
[ Back ] [ Next ]
Contact Constraints
Contact-type constraints can be created between two planar faces (directed planes).
The common area between the two planar faces can be a plane (plane contact), a
line (line contact) or a point (point contact).
The following table shows the elements you can select for a contact constraint.
Planar
Sphere Cylinder Cone Circle
Face
Planar Face
Sphere
Cylinder
Cone
Circle
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Offset Constraints
Offset Constraints
When defining an offset-type constraint between planar elements, you need to specify how faces should be
oriented.
The offset value is always displayed next to the offset constraint.
The unit used is the unit displayed in the Units tab of the Tools -> Options dialog box. If you wish, you can
customize it.
The following table shows the elements you can select for an offset constraint.
Planar
Point Line Plane
Face
Point
Line
Plane
Planar Face
At least one of the components to be constrained must be a planar element, otherwise you cannot set
positive nor negative offset values.
The vector normal to the planar element indicates the positive offset value.
If the planar element is an oriented plane, the normal vector pointing to the side opposite to material
indicates the positive value.
If the planar element is a wireframe plane, the application automatically deduces the positive or negative
value. Green arrows show the positive value.
If both components are planar elements, the selection order of the elements affects the result when using
the orientation option (Same, Opposite, Undefined). The normal to the first selected element gives the
positive value.
[ Back ] [ Next ]
Angle Constraints
Angle-type constraints fall into three categories.
When defining an offset constraint between planar elements, you need to specify
how faces should be oriented.
The offset value is always displayed next to the offset constraint.
Angle
When setting an angle constraint, you will have to define an angle value. Note that
this angle value must not exceed 90 degrees.
The tolerance i.e. the smallest angle that can be used to differentiate two elements
is set at 10 -6 radians.
The following table shows the elements you can select for an offset constraint.
Line
Plane
Planar Face
Cylinder
(axis)
Cone
(axis)
[ Back ]
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Batches and Macros
Data Upgrade for Large Assemblies Performances: Tool to upgrade Assembly data
to benefit from V5R10-11 performances improvements.
[ Back ]
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Data Upgrade for Large Assemblies Performances
All those scenarios start with loading the assembly in visualization mode, and allow
the user:
To switch to Brep mode for assembly constraint creation, for drawing update
Yet, the benefit of those enhancements is only available with newly created data.
This means that all our current customers, using Releases 8 or 9, will not benefit
from them, unless they recreate their data... or migrate it, thanks to this new
development.
Needed Options
Cache Management on
Select Tools -> Options... item: in General category -> General tab ->
Referenced Documents frame -> check the Load the referenced documents
option.
Macro Usage
The macro is delivered in the application runtime view (./operating_system/
VBScript)
Save Management.
Batch Usage
The batch is delivered in the CATIA runtime view (./operating_system/code/bin)
-h or --help: help.
Example
Run the batch or the macro with the following Articulation CATProduct document.
[I] CATAsmProxyUpgrader
Reporting:
Number of Constraint: 8
Number of tried upgraded
Constraint: 7
Number of successfully upgraded
Constraint: 7
Number of unsuccessfully
upgraded Constraint: 0
Number of Publication: 0
Number of tried upgraded
Publication: 0
Number of successfully upgraded
Publication: 0
Number of unsuccessfully
upgraded Publication: 0
Number of Context: 0
Number of tried upgraded
Context: 0
Number of successfully upgraded
Context: 0
Number of unsuccessfully
upgraded Context: 0
[I] CATKweProxyUpgrader
Reporting:
Number of Relation: 0
Number of tried upgraded
Relation: 0
Number of successfully upgraded
Relation: 0
Number of unsuccessfully
upgraded Relation: 0
Nader G. Zamani
University of Windsor
Jonathan M. Weaver
University of Detroit Mercy
SDC
PUBLICATIONS
Copyrighted
Chapter 4
Material
Slider Crank Mechanism
Copyrighted
Material
Copyrighted
Material
Copyrighted
Material
4-2 CATIA V5 Tutorials in Mechanism Design and Animation
Copyrighted
Introduction
In this tutorial you create a slider crank mechanism using a combination of revolute and
cylindrical joints. You will also experiment with additional plotting utilities in CATIA.
Material
1 Problem Statement
Copyrighted
In this tutorial, we aim to simulate the slider crank mechanism shown below for constant
crank rotation and to generate plots of some of the results, including position, velocity,
and acceleration of the slider. The mechanism is constructed by assembling four parts as
described later in the tutorial. In CATIA, the number and type of mechanism joints will
be determined by the nature of the assembly constraints applied. There are several valid
Material
combinations of joints which would produce a kinematically correct simulation of the
slider crank mechanism. The most intuitive combination would be three revolute joints
and a prismatic joint. From a degrees of freedom standpoint, using three revolute joints
and a prismatic joint redundantly constrains the system, although the redundancy does
not create a problem unless it is geometrically infeasible, in this tutorial we will choose
an alternate combination of joints both to illustrate cylindrical joints and to illustrate that
any set of joint which removes the appropriate degrees of freedom while providing the
capability to drive the desired motions can be applied. In the approach suggested by this
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tutorial, the assembly constraints will be applied in such a way that two revolute joints
and two cylindrical joints are created reducing the degrees of freedom are reduced to one.
This remaining degree of freedom is then removed by declaring the crank joint (one of
the cylindrical joints in our approach) as being angle driven. An exercise left to the
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reader is to create the same mechanism using three revolute joints and one prismatic joint
or some other suitable combination of joints. We will use the Multiplot feature available
in CATIA is used to create plots of the simulation results where the abscissa is not
necessarily the time variable.
Cylindrical
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Revolute
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Slider Crank Mechanism 4-3
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2 Overview of this Tutorial
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2. Create an assembly (CATIA Product) containing the parts.
3. Constrain the assembly in such a way that only one degree of freedom is
unconstrained. This remaining degree of freedom can be thought of as rotation of
the crank.
4. Enter the Digital Mockup workbench and convert the assembly constraints into
two revolute and two cylindrical joints.
5. Simulate the relative motion of the arm base without consideration to time (in
other words, without implementing the time based angular velocity given in the
problem statement).
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6. Add a formula to implement the time based kinematics associated with constant
angular velocity of the crank.
7. Simulate the desired constant angular velocity motion and generate plots of the
kinematic results.
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4-4 CATIA V5 Tutorials in Mechanism Design and Animation
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3 Creation of the Assembly in Mechanical Design Solutions
Although the dimensions of the components are irrelevant to the process (but not to the
kinematic results), the tutorial details provide some specific dimensions making it easier
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for the reader to model the appropriate parts and to obtain results similar to those herein.
Where specific dimensions are given, it is recommended that you use the indicated values
(in inches). Some dimensions of lesser importance are not given; simply estimate those
dimensions from the drawing.
In CATIA, model four parts named base, crank, conrod, and block as shown below.
base
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Length 10
1x1x1 cube
Block
Diameter 0.5
Length 0.5 crank
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Diameter 0.5
Diameter 0.7
(4 locations)
3.5
Diameter 0.5
Diameter 0.5
Length 0.35
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conrod
Thickness 0.25
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Thickness 0.25
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Slider Crank Mechanism 4-5
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Enter the Assembly Design workbench which
can be achieved by different means depending on your
CATIA customization. For example, from the standard
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Windows toolbar, select File > New .
From the box shown on the right, select Product. This
moves you to the Assembly Design workbench and
creates an assembly with the default name Product.1.
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From the Properties box, select the
Product tab and in Part Number type
slider_crank.
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This will be the new product name throughout
the chapter. The tree on the top left corner of
your computer screen should look as displayed
below.
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The next step is to insert the existing parts in the assembly just created. From the
standard Windows toolbar, select Insert > Existing Component.
From the File Selection pop up box choose all four parts. Remember that in CATIA
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multiple selections are made with the Ctrl key. The tree is modified to indicate that the
parts have been inserted.
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Note that the part names and their instance names were purposely made the same. This
practice makes the identification of the assembly constraints a lot easier down the road.
Depending on how your parts were created earlier, on the computer screen you have the
four parts all clustered around the origin. You may have to use the Manipulation icon
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in the Move toolbar to rearrange them as desired.
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The best way of saving your work is to save the entire assembly.
Double click on the top branch of the tree. This is to ensure that you are in the
Assembly Design workbench.
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Select the Save icon . The Save As pop up box allows you to rename if desired.
The default name is the slider_crank.
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Slider Crank Mechanism 4-7
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Your next task is to impose assembly constraints.
Pick the Anchor icon from the Constraints toolbar and select the base from the
tree or from the screen. This removes all six degrees of freedom for the base.
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Next, we will create a coincident edge constraint between the base and the block. This
removes all dof except for translation along the edge of coincidence and rotation about
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the edge of coincidence. The two remaining dof are consistent with our desire to create a
cylindrical joint between the block and the base. To make the constraint, pick the
Coincidence icon from the Constraints toolbar
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This constraint is reflected in the appropriate branch of the tree.
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Select this edge of block
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Note that the Update icon no longer appears on the constraints branches.
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Depending on how your parts were constructed the block may end up in a position quite
different from what is shown below. You can always use the Manipulation icon to
position it where desired followed by Update if necessary.
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You will now impose assembly constraints between the conrod and the block. Recall that
we ultimately wish to create a revolute joint between these two parts, so our assembly
constraints need to remove all the dof except for rotation about the axis.
Pick the Coincidence icon from Constraints toolbar. Select the axes of the two
cylindrical surfaces as shown below. Keep in mind that the easy way to locate the axis is
to point the cursor to the curved surfaces.
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The coincidence constraint just created removes all but two dof between the conrod and
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the base. The two remaining dof are rotation about the axis (a desired dof) and
translation along the axis (a dof we wish to remove in order to produce the desired
revolute joint). To remove the translation, pick the Coincidence icon from the
Slider Crank Mechanism 4-9
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Constraints toolbar and select the surfaces shown on the next page. If your parts are
originally oriented similar to what is shown, you will need to choose Same for the
Orientation in the Constraints Definition box so that the conrod will flip to the desired
orientation upon an update. The tree is modified to reflect this constraint.
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Choose the end
surface of the
cylinder
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Choose the back
surface of the
conrod (surface not
visible in this view)
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Use Update icon to partially position the two parts as shown below.
Note that upon updating, the conrod may end up in a location which is not convenient for
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the rest of the assembly. In this situation the Manipulation icon
conveniently rearrange the conrod orientation.
can be used to
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So far, we have created assembly constraints which leave degrees of freedom consistent
with a cylindrical joint between the block and the base and a revolute joint between the
block and the conrod. Next we will apply assembly constraints consistent with a revolute
joint between the conrod and the crank. This will be done with a coincidence constraint
between the centerlines of the protrusion on the conrod and the upper hole of the base and
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a surface contact constraint to position the parts along the axis of the coincidence
constraint. To begin this process, pick the Coincidence icon from Constraints
toolbar. Select the axis of the cylindrical surface and the hole as shown below.
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hole in the crank
The coincidence constraint just applied removes all dof between the conrod and the crank
except for rotation along the axis of coincidence and translation along that axis. To
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remove the unwanted translational dof, we will use a surface contact constraint (a
coincidence constraint could also be applied, but we have chosen to illustrate a contact
constraint here). To create the constraint, Pick the Contact icon from
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Constraints toolbar and select the surfaces shown in the next page. The tree is modified
to reflect this constraint.
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Slider Crank Mechanism 4-11
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Use Update icon to partially position the two parts as shown.
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We need to apply one final constraint to locate the lower end of the crank onto the
cylindrical protrusion on the base. Pick the Coincidence icon from Constraints
toolbar. Select the axis of the cylindrical surface and the hole as shown below.
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the hole
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protrusion
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Use Update icon to get the final position of all parts as shown. Note that since we
have chosen to create a cylindrical joint between the base and the crank, we do not need
to specify a constraint to remove the translation along the axis of coincidence; that
translation is effectively removed by the remainder of the assembly constraints.
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The assembly is complete and we can proceed to the Digital Mockup workbench. As
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you proceed in the tutorial, keep in mind that we have created the assembly constraints
with attention to the relative degrees of freedom between the parts in a manner consistent
with having a cylindrical joint between the base and the crank, a revolute joint between
the crank and the lower end of the conrod, a revolute joint between the upper end of the
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conrod and the block, and a cylindrical joint between the block and the base.
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Slider Crank Mechanism 4-13
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4 Creating Joints in the Digital Mockup Workbench
The Digital Mockup workbench is quite extensive but we will only deal with the DMU
Kinematics module. To get there you can use the standard Windows toolbar as shown
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below: Start > Digital Mockup > DMU Kinematics.
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Select the Assembly Constraints Conversion icon from the
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Select the New Mechanism button .
This leads to another pop up box which allows you to name your mechanism.
The default name is Mechanism.1. Accept the default name by pressing OK.
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Note that the box indicates Unresolved pairs: 4/4.
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Select the Auto Create button . Then if the Unresolved pairs becomes
0/4, things are moving in the right direction.
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Note that the tree becomes longer by having an Application Branch. The expanded tree
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is displayed below.
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Slider Crank Mechanism 4-15
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The DOF is 1 (if you have dof other than 1, revisit your assembly constraints to make
sure they are consistent with those herein, delete your mechanism, then begin this chapter
again). This remaining dof can be thought of as the position of the block along the base,
or the rotation of the crank about the base. Since we want to drive the crank at constant
angular speed, the latter interpretation is appropriate.
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Note that because we were careful in creating our assembly constraints consistent with
the desired kinematic joints, the desired joints were created based on the assembly
All of these joints could also be created directly using the icons in the Kinematics
Joints toolbar
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In order to animate the mechanism, you need to remove the one degree of freedom
present. This will be achieved by turning Cylindrical.2 (the joint between the base and
the crank) into an Angle driven joint.
Note that naming the instances of parts to be the same as the part name makes it easy to
identify the joint between any two parts.
Double click on Cylindrical.2 in the tree. The pop up box below appears.
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Check the Angle driven box. This allows you to change the limits.
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Change the value of 2nd Lower Limit to be 0.
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Upon closing the above box and assuming that
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everything else was done correctly, the
following message appears on the screen.
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According to CATIA V5 terminology, specifying Cylindrical.2 as an Angle driven
joint is synonymous to defining a command. This is observed by the creation of
Command.1 line in the tree.
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Slider Crank Mechanism 4-17
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We will now simulate the motion without regard to time based angular velocity. Select
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As you scroll the bar in this toolbar from left to
right, the crank begins to turn and makes a full 360
degree revolution. Notice that the zero position is
simply the initial position of the assembly when the
joint was created. Thus, if a particular zero position
had been desired, a temporary assembly constraint
could have been created earlier to locate the
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mechanism to the desired zero position. This temporary constraint would need to be
deleted before conversion to mechanism joints.
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When the scroll bar in the Kinematics Simulation pop up box reaches the right
extreme end, select the Insert button in the Edit Simulation pop up box
shown above. This activates the video player buttons shown
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.
Return the block to its original position by picking the Jump to Start button .
Note that the Change Loop Mode button is also active now.
Upon selecting the Play Forward button , the crank makes fast jump completing
its revolution.
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select a different interpolation step, such as
0.04.
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return the crank to its original position by picking
the Jump to Start button . Apply Play
Forward button and observe the slow and
smooth rotation of the crank. It is likely that your
slider will proceed beyond the end of the block;
the entities involved in the joints are treated as
infinite. If you wish, you may alter your block
dimensions so the slider remains on the block.
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Select the Compile Simulation icon from the Generic Animation toolbar
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and activate the option Generate an animation file. Now, pressing the
File name button allows you to set the location and name of the animation
file to be generated as displayed below.
Select a suitable path and file name and change the Time step to be 0.04 to produce a
slow moving rotation in an AVI file.
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Slider Crank Mechanism 4-19
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The completed pop up box is displayed for your reference.
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Player.
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Therefore, in the Compile Simulation
box, check the Generate a replay
button.
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Note that in this case most of the
previously available options are dimmed
out.
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Select the Replay icon from the Generic Animation toolbar .
Double clock on Replay.1 in the tree and the Replay pop up box appears.
Experiment with the different choices of the Change
Loop Mode buttons , , .
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The block can be returned to the original position by
picking the Jump to Start button .
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box) controls the speed of the Replay.
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Once a Replay is generated such as Replay.1 in the tree above, it can also be played
with a different icon.
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Select the Simulation Player icon from the DMUPlayer toolbar .
The outcome is the pop up box above. Use the cursor to pick Replay.1 from the tree.
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The player keys are no longer dimmed out. Use the Play Forward (Right) button
to begin the replay.
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Slider Crank Mechanism 4-21
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5 Creating Laws in the Motion
You will now introduce some time based physics into the problem by specifying the
crank angular velocity. The objective is to specify the angular position versus time
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function as a constant 1 revolution/sec (360 degrees/sec).
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To create the required relation, select the Formula icon from the Knowledge
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Point the cursor to the Mechanism.1, DOF=0 branch in
the tree and click. The consequence is that only
parameters associated with the mechanism are displayed
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in the Formulas box.
The long list is now reduced to two parameters as
indicated in the box.
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Select the entry Mechanism.1\Commands\Command.1\Angle and press the Add
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Formula button . This action kicks you to the Formula Editor box.
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Pick the Time entry from the middle column (i.e. Members of Parameters) then
double click on Mechanism.1\KINTime in the Members of Time column.
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Slider Crank Mechanism 4-23
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Since angle can be computed as the product of angular velocity (360deg)/(1s) in our case
and time, edit the box containing the right hand side of the equality such that the formula
becomes:
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(360 deg) /(1s) * ( Mechnism.1 \ KINTime)
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Upon accepting OK, the formula is recorded in the Formulas pop up box as shown
below.
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Careful attention must be given to the units when writing formulas involving the
kinematic parameters. In the event that the formula has different units at the different
sides of the equality you will get Warning messages such as the one shown below.
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We are spared the warning message because the formula has been properly inputted.
Note that the introduced law has appeared in Law branch of the tree.
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Keep in mind that our interest is to plot the position, velocity and accelerations generated
by this motion. To set this up, select the Speed and Acceleration icon from the
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DMU Kinematics toolbar
appears on the Screen.
. The pop up box below
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For the Reference product, select the base from the screen or the tree. For the Point
selection, pick the vertex of the block as shown in the sketch below. This will set up
the sensor to record the movement of the chosen point relative to the base (which is
fixed).
Slider Crank Mechanism 4-25
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For Point selection,
pick this vertex
Note that the Speed and Acceleration.1 has appeared in the tree.
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Having entered the required kinematic relation and designated the vertex on the block as
the point to collect data on, we will simulate the mechanism. Click on Simulation with
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Laws icon in the Simulation toolbar .
This results in the Kinematics Simulation pop up box shown below.
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seconds.
To change this value, click on the button
. In the resulting pop up box,
change the time duration to 1s. This is the
time duration for the crank to make one full
revolution.
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The scroll bar now moves up to 1s.
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window).
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Observing that the coordinate direction of interest is X, click on the following items to
record position, velocity, and acceleration of the block:
Mechanism.1\Joints\Cylindrical.1\Length
Speed-Acceleration.1\X_LinearSpeed
Speed-Acceleration.1\X_LinearAcceleration
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As you make selections in this window, the last column in the Sensors box, changes to
Yes for the corresponding items. This is shown on the next page. Do not close the
Sensors box after you have made your selection (leave it open to generate results).
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Slider Crank Mechanism 4-27
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Also, change the Number of steps to 80.
The larger this number, the smoother the
velocity and acceleration plots will be.
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Note: If you haven’t already done so, change the default units on position, velocity and
acceleration to in, in/s and in/s2, respectively. This is done in the Tools, Options,
Parameters and Measures menu shown on the next page.
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Finally, drag the scroll bar in the Kinematics Simulation box. As you do this, the
crank rotates and the block travels along the base. Once the bar reaches its right extreme
point, the crank has made one full revolution. This corresponds to 1s.
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Scroll the bar to the right
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The crank turns
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Slider Crank Mechanism 4-29
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Once the crank reaches the end, click on the Graphics button in the
Sensor box. The result is the plot of the position, velocity and acceleration all on the
same axis (but with the vertical axis units corresponding to whichever one of the three
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outputs is highlighted in the right side of the window). Click on each of the three outputs
to see the corresponding axis units for each output. The three plots for position
(corresponding to cylindrical joint Length), velocity (X_LinearSpeed), and acceleration
(X_Linear_Acceleration) are shown below.
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It is not uncommon that you may develop a variety of simulation results before
determining exactly how to achieve the desired results. In this case, prior results stored
need to be erased. To do this, click on the History tab of the Sensors box.
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Use the Clear key
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to erase the
values generated.
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Slider Crank Mechanism 4-31
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Next, we will create a plot which is not simply versus time. As an illustrative example,
we will place a point somewhere along the conrod. For this point, we will plot its linear
speed and linear acceleration versus crank angle. It is important to note that DMU
computes positive scalars for linear speeds and linear accelerations since it simply
computes the magnitude based on the three rectangular components.
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First, return to Part Design and create a reference point on the conrod at the
approximate location as shown below. Return to DMU.
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at this location
The plan is to generate two plots. The first plot is the speed of the created point against
the angular position of the crank. The second plot is the acceleration of the created point
against the angular position of the crank.
In order to generate the speed and acceleration data, you need to use the Speed and
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the icon and in the resulting pop up box make the
following selections.
For Reference product, pick the base from the
screen. For Reference point, pick the point that
was created earlier on the conrod.
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Pick the base for the
Reference product
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x
The tree indicates that Speed-Acceleration.2
is being generated which holds the data for the
point on the conrod. Pick this point for the
Reference point
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This results in the Kinematics Simulation pop up box shown below.
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left corner.
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If you scroll down the list, you will notice that the data from Speed-Acceleration.1
and Speed-Acceleration.2 are both available.
Click on the History tab of the Sensors box and make sure that no data is
present. Of course the data can be cleared using the button.
Slider Crank Mechanism 4-33
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In the Sensors box, click on the following line items; be careful as many entries look
alike with minor differences.
Mechanism.1\Joints\Cylindrical.2\LengthAngle
Speed-Acceleration.2\LinearSpeed
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Speed-Acceleration.2\Linear Acceleration
Note: Depending upon your installation, you may see Angle instead of LengthAngle.
As you make these selections, the last column in the Sensors box, changes to Yes for
the corresponding items. Be sure you have picked Cylindrical.2 for the angle since this is
the cylindrical joint at the crank connection to the base.
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Pick the Options button in the Sensors box. The pop up box shown below
appears. Check the Customized radio button.
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Pick the Add button .
The Curve Creation pop up box
appears.
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Use the pull down menu to make the
following selections.
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Press OK to close the box. Note that Curve.1 is now setup.
Pick the Add button once again.
The Curve Creation pop up box appears.
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Use the pull down menu to make the
following selections.
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Close the Graphical Representation box. Drag the scroll bar all
the way to the right
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or simply click on
Drag the scroll bar in the Kinematics Simulation
box all the way to the right or simply click on .
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Once the crank reaches the end, click on Graphics button in the
Sensor box. The Multiplot window appears and allows you to pick either Curve.1, or
Curve.2.
The plots for Curve.1 and Curve.2 are shown on the next page.
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Slider Crank Mechanism 4-35
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