Transitioning from Autodesk Inventor 2008 Autodesk Official Training Courseware (AOTC) Autodesk Inventor 2009 527A1-050000-CM00A April 2008
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Contents Introduction...................................................... xi Chapter 1: View Navigation....................................... 1 Lesson: ViewCube........................................................ 2 Overview............................................................ 2 View Manipulation Tools............................................. 3 Orbit................................................................ 4 About the ViewCube................................................ 6 ViewCube Options................................................... 7 Using the ViewCube................................................ 10 Using Home View................................................... 15 Exercise: Use the ViewCube......................................... 18 Lesson: SteeringWheels.................................................. 21 Overview........................................................... 21 About the SteeringWheels.......................................... 22 SteeringWheels Options............................................ 23 Using the SteeringWheels.......................................... 26 Exercise: Use SteeringWheels....................................... 30 Chapter Summary........................................................ 34 Chapter 2: Assembly Design...................................... 35 Lesson: Assembly Design Enhancements................................. 36 Overview........................................................... 36 Explicit Reference Vector Angle Constraint.......................... 37 Process for Matching imates During Placement...................... 38 Place Component Orientation...................................... 40 About Center of Gravity............................................. 42 Driving a Constraint to the Point of Collision......................... 45 Reduced Memory Mode for Derived Assemblies..................... 47 Exercise: Assembly Design Enhancements........................... 49 Lesson: Substitute Levels of Detail....................................... 58 Overview........................................................... 58 About Substitute Levels of Detail.................................... 59 Creating a Substitute Level of Detail................................. 62 Exercise: Create Substitute Levels of Detail.......................... 65 iii
Lesson: Content Center Save Copy As.................................... 70 Overview........................................................... 70 Content Center Families............................................ 71 Copying and Changing Content Center Family Properties............ 72 Exercise: Copy a Content Center Family............................. 78 Lesson: Grip Snap....................................................... 83 Overview........................................................... 83 About Grip Snap.................................................... 84 Using Grip Snap.................................................... 85 Exercise: Create an Assembly Using Grip Snap....................... 90 Chapter Summary....................................................... 94 Chapter 3: Sketching and Modeling............................... 95 Lesson: Part Modeling Enhancements.................................... 96 Overview........................................................... 96 Removing a Tangent Face Using Shell............................... 97 Using the Minimal Option on a Fillet with Setback................... 98 Extruding to a Point................................................ 99 Exercise: Use Part Modeling Enhancements........................ 101 Lesson: Sketch Geometry Editing and Importing........................ 108 Overview.......................................................... 108 Trimming or Extending to Specified Geometry..................... 109 Sketch Edit Tool Efficiency......................................... 110 Sketch Properties Toolbar.......................................... 111 Import Points...................................................... 112 Maintain Points When Sketch Geometry Is Deleted................. 113 Exercise: Sketch Geometry Editing and Importing.................. 115 Lesson: Sketch Geometry Creation and Constraining................... 120 Overview.......................................................... 120 Display of Sketch Constraints...................................... 121 Toggling Sketch Degrees of Freedom Glyph Display................ 122 Point Alignment................................................... 124 Automatic Tangent Constraint..................................... 125 About Constraint Inference and Persistence........................ 126 On-Curve Coincident Constraints in 3D Sketches................... 129 Creating Geometry-Aligned Text................................... 130 Exercise: Create and Constrain Sketch Geometry.................... 133 Lesson: Sheet Metal Rules.............................................. 138 Overview.......................................................... 138 Manage Bend Tables.............................................. 139 About Sheet Metal Defaults........................................ 141 Creating Sheet Metal Rules........................................ 142 Exercise: Create a Sheet Metal Rule................................. 145 iv Contents
Lesson: Sheet Metal Enhancements.................................... 148 Overview......................................................... 148 Using Multi-Edge Corner Overrides................................ 149 Creating Contour Flanges with Mid-Plane Offset................... 150 Creating Flat Patterns for Each Row of an ipart..................... 151 Adding Kfactor Values in Bend Notes.............................. 152 Exercise: Use Sheet Metal Enhancements.......................... 153 Chapter Summary...................................................... 158 Chapter 4: Functional Design.................................... 159 Lesson: Custom Profile Authoring in the Frame Generator.............. 160 About Custom Profiles............................................ 161 Creating Custom Profiles.......................................... 162 Publishing Custom Profiles........................................ 166 Multi-Select Profiles.............................................. 171 Exercise: Publish Custom Structural Profiles........................ 173 Lesson: Design Accelerator............................................ 183 Modify Gears with 3D Grips....................................... 184 Use ANSI/AGMA Calculations for Gears............................ 184 Bolted Connection Placement Options............................ 185 Displaying Synchronous Belts..................................... 187 Modifying Part Client Features.................................... 188 Exercise: Use Design Accelerator Enhancements................... 190 Exercise: Use Gear Generator Enhancements...................... 194 Lesson: O-Ring Generator.............................................. 197 About the O-Ring Generator...................................... 198 Generating O-Rings............................................... 200 Exercise: Generate an O-Ring...................................... 202 Lesson: Shaft Generator................................................ 204 Shaft Features.................................................... 205 Sizing Shaft Sections to Parts in the Assembly..................... 208 Splitting a Shaft Section.......................................... 212 Resizing Two Section Lengths Using 3D Grips...................... 214 Supports from Bearings in the Assembly.......................... 215 Graph Results Editing and Recalculating........................... 216 Exercise: Generate, Calculate, and Edit a Shaft..................... 218 Chapter Summary...................................................... 228 Chapter 5: Drawing Manager.................................... 229 Lesson: Creating and Editing Drawing Content......................... 230 Process of Filtering Parts Lists..................................... 231 Cropping Views.................................................. 235 Setting the View Display for Interference Edges.................... 239 Creating Centerlines in Multiple Drawing Views Automatically..... 240 Rename Browser Sketch Nodes................................... 242 Overriding Local Objects.......................................... 243 Creating Detail View Leaders...................................... 244 Exercise: Create and Edit Drawing Content........................ 246 Contents v
Lesson: Punch Notes................................................... 252 About Punch Notes................................................ 253 Process of Configuring Punch Notes............................... 254 Adding Punch Notes............................................... 257 Editing a Punch Note.............................................. 258 Exercise: Add, Configure, and Edit Punch Notes..................... 259 Lesson: Drawing Manager Configuration............................... 261 Shaded View Resolution........................................... 263 Reordering Prompted Entries...................................... 264 Linear Dimension Text Wrapping.................................. 266 Leader Attachment Options for a Feature Control Frame............ 267 Configuring the View Annotation Style............................. 269 Character Exclusion................................................ 273 Configuring View Label Defaults................................... 274 Exercise: Configure the Drawing Manager.......................... 277 Lesson: Drawing Text.................................................. 283 Creating Stacked Fractions, Subscript, and Superscript Text......... 284 Creating Stacked Dimension Text.................................. 286 Creating Stacked Thread Note Text................................. 287 Creating Stacked Table Text....................................... 289 Exercise: Use Drawing Text Enhancements......................... 291 Lesson: Publishing Designs............................................ 296 About Publishing.................................................. 297 Publishing PDF Files............................................... 298 Publishing DWFx Files............................................. 301 Overriding Sheet Background Color................................ 304 Exercise: Publish Designs.......................................... 307 Chapter Summary...................................................... 311 Chapter 6: Inventor Studio...................................... 313 Lesson: Studio Enhancements......................................... 314 Overview.......................................................... 314 Applying Depth of Field to a Rendering............................ 315 Editing Light Origins............................................... 318 Animating Camera with Paths..................................... 320 Importing and Exporting Studio Styles............................. 324 Suppressing All Constraints........................................ 327 Exercise: Use Studio Enhancements................................ 329 Lesson: Animating Lights.............................................. 336 Overview.......................................................... 336 About Light Animation............................................ 337 Animating Lights.................................................. 338 Exercise: Animate Lights........................................... 341 Lesson: Local Lights................................................... 345 Overview.......................................................... 345 About Local Lights................................................. 346 Local Light Options................................................ 347 Adding Local Lights............................................... 348 Exercise: Create Local Lights....................................... 351 vi Contents
Lesson: Soft Shadows.................................................. 356 Overview......................................................... 356 About Soft Shadows.............................................. 357 Soft Shadow Options............................................. 358 Applying Soft Shadows........................................... 359 Exercise: Apply Soft Shadows..................................... 363 Lesson: Video Producer and Multiple Cameras.......................... 365 Overview......................................................... 365 About the Video Producer........................................ 366 Video Producer Options.......................................... 367 Using Multiple Cameras in Animations............................ 368 Exercise: Use the Video Producer.................................. 371 Chapter Summary...................................................... 375 Chapter 7: Additional Enhancements............................ 377 Lesson: File Translation Enhancements................................. 378 Overview......................................................... 378 Native Translators................................................ 378 IGES, STEP, and SAT Enhancements............................... 379 Lesson: Quality, Support, and Ownership Enhancements............... 381 Overview......................................................... 381 iproperty Expression Formatting.................................. 381 Vista Compatibility............................................... 382 Capacity Meter Update........................................... 382 Task Scheduler................................................... 384 Installation and Deployment Enhancements....................... 385 Exercise: Use Quality, Support, and Ownership Enhancements..... 387 Lesson: Vault Add-In Enhancements.................................... 391 Overview......................................................... 391 Check File Status................................................. 392 Optimized DWF Publishing....................................... 393 Unified Add File and Check In Commands......................... 394 Vault Access from File Access Dialog Boxes........................ 394 Minimized LOD Download and Representation Support........... 395 Separate Vault and Content Servers............................... 396 Unified Installation............................................... 397 Prompt to Login.................................................. 397 Modified Unsaved File Check In Support........................... 397 New Vault Toolbar................................................ 398 Remember Last Path Used........................................ 398 Exercise: Use Vault Add-In Enhancements......................... 399 Lesson: Self-Draining Pipe Routes...................................... 403 Overview......................................................... 403 Updated Tube and Pipe Authoring Tool........................... 404 Updated Tube and Pipe Styles Editor.............................. 405 Updated Library Browser.......................................... 406 Defining Gravity Option........................................... 407 Enhanced Routing Tool........................................... 408 Autorouting Functionality........................................ 409 Exercise: Create Self-Draining Pipe Routes......................... 410 Contents vii
Lesson: Cable and Harness............................................. 422 Overview.......................................................... 422 Multi-Select for 3D Move and Rotate............................... 423 Defer Updates During Edit......................................... 423 Exercise: Modify Cable and Harness Settings........................ 426 Lesson: Dynamic Simulation Enhancements............................ 430 Overview.......................................................... 430 Simulation on Design Accelerator Generated Gears................. 431 Spatial Joints...................................................... 432 Reference Frames................................................. 432 Contact Joints..................................................... 433 Output Events with Precise Time Steps............................. 434 Multiple Outputs.................................................. 435 Color Styles for Moving Bodies..................................... 436 Simulation Results to Studio....................................... 437 Exercise: Use Dynamic Simulation Enhancements.................. 440 Chapter Summary...................................................... 446 Appendix A: Additional Support and Resources.................. 447 Courseware from Autodesk........................................ 448 Autodesk Services & Support...................................... 449 Autodesk Subscription............................................. 450 Autodesk Consulting.............................................. 450 Autodesk Partners................................................. 450 Autodesk Authorized Training Centers............................. 451 Autodesk Student Community..................................... 451 Autodesk Certification............................................. 452 Autodesk Store.................................................... 452 Useful Links....................................................... 452 viii Contents
Acknowledgements The Autodesk Official Training Courseware (AOTC) team wishes to thank everyone who participated in the development of this project, with special acknowledgement to the authoring contributions and subject matter expertise of Ron Myers and CrWare, LP. CrWare, LP began publishing courseware for Autodesk Inventor in 2001. Since that time, the company has grown to include full-time curriculum developers, subject matter experts, and technical writers, each with a unique set of industry experiences and talents that enables CrWare to create content that is both accurate and relevant to meeting the learning needs of its readers and customers. The company s Founder and General Partner, Ron Myers, has been using Autodesk products since 1989. During that time, Ron Myers worked in all disciplines of drafting and design, until 1996 when he began a career as an Applications Engineer, Instructor, and Author. Ron Myers has been creating courseware and other training material for Autodesk since 1996 and has written and created training material for AutoCAD, Autodesk Inventor, AutoCAD Mechanical, Mechanical Desktop, and Autodesk Impression. Acknowledgements ix
x Acknowledgements
Introduction Welcome to the Autodesk Inventor 2009 Transitioning from Autodesk Inventor 2008 Autodesk Official Training Courseware (AOTC), a training course for use in Authorized Training Center (ATC ) locations, corporate training settings, and other classroom settings. Although this courseware is designed for instructor-led courses, you can also use it for self-paced learning. The courseware encourages self-learning through the use of the Autodesk Inventor Help system. This introduction covers the following topics: Course objectives Prerequisites Using this courseware CD contents Completing the exercises Installing the exercise data files from the CD Projects Notes, tips, and warnings Feedback This courseware is complementary to the software documentation. For detailed explanations of features and functionality, refer to the Help in the software. Course Objectives After completing this course, you will be able to: Describe the purpose, behavior, and application of view navigation tools in Inventor. Describe the enhancements associated with assembly modeling including Substitute Level of Details, duplicating Content Center families, and using Grip Snap. Describe the enhancements to sketching and modeling including Part Modeling tools, importing, editing and constraining sketch geometry, and Sheet Metal Enhancements. Use the Frame Generator environment to create and implement custom frame member profiles. Describe the enhancements to and application of Design Accelerators. Describe the enhancements associated with the Drawing Manager including creating and editing drawing content, configuration of the Drawing Manager environment, text and dimension enhancements, and create and configure sheet metal punch notes. xi
Apply the enhancements to Inventor Studio to create more realistic and accurate renderings and animations of your designs. Explain the enhancements that are in the areas of file translation, quality and support, Autodesk Vault add-in, and the Autodesk Inventor Professional capabilities of pipe routes, cable and harnesses, and dynamic simulations. Prerequisites This course is designed for experienced Autodesk Inventor users. It is recommended that you have a working knowledge of: Autodesk Inventor parametric part design, assembly design, and documentation. Microsoft Windows 2000 or Microsoft Windows XP. Using This Courseware The lessons are independent of each other. However, it is recommended that you complete these lessons in the order that they are presented unless you are familiar with the concepts and functionality described in those lessons. Each chapter contains: Lessons Usually two or more lessons in each chapter. Exercises Practical, real-world examples for you to practice using the functionality you have just learned. Each exercise contains step-by-step procedures and graphics to help you complete the exercise successfully. CD Contents The CD attached to the back cover of this book contains all the data and drawings you need to complete the exercises in this course. Completing the Exercises You can complete the exercise in two ways: using the book or on screen. Using the book Follow the step-by-step exercises in the book. On screen Click the AOTC Transitioning from Inventor 2008 icon on your desktop, installed from the CD, and follow the step-by-step exercises on screen. The on screen exercises are the same as those in the book. The on screen version has the advantage that you can concentrate on the screen without having to glance down at your book. xii Introduction
After launching the on screen exercises, you might need to alter the size of your application window to align both windows. Installing the Exercise Data Files from the CD To install the data files for the exercises: 1. Insert the courseware CD. 2. When the setup wizard begins, follow the instructions on screen to install the data. 3. If the wizard does not start automatically, browse to the root directory of the CD and doubleclick Setup.exe. Unless you specify a different folder, the exercise files are installed in the following folder: C:\Documents and Settings\All Users\Autodesk Learning\Inventor 2009\Transitioning from Inventor 2008 After you install the data from the CD, this folder contains all the files necessary to complete each exercise in this course. Projects Most engineers work on several projects at a time, and each project might consist of a number of files. You can use Autodesk Inventor projects to organize related files and maintain links between files. This courseware has a project file that stores the paths to all the files that are related to the exercises. When you open a file, Autodesk Inventor uses the paths in the current project file to locate other required files. To work on a different project, you make a new project active in the Project Editor. Follow the instructions in the courseware to locate the project file for the course and make it active. Introduction xiii
Notes, Tips, and Warnings Throughout this courseware, notes, tips, and warnings are called out for special attention. Notes contain guidelines, constraints, and other explanatory information. Tips provide information to enhance your productivity. Warnings provide information about actions that might result in the loss of data, system failures, or other serious consequences. Feedback We always welcome feedback on Autodesk Official Training Courseware. After completing this course, if you have suggestions for improvements or if you want to report an error in the book or on the CD, please send your comments to AOTC.feedback@autodesk.com. xiv Introduction