CATIA V5 Tips & Tricks

General

System Environment Variable CATNoStartDocument = Yes Any value after the = sign turns on this behavior (yes, no, 1, etc.) Prevents starting a new blank CATProduct when CATIA is started 3

Authoring Tips If you type in the correct units for any measurement, it will automatically convert that unit to your default. So mm for millimeters, in for inches, ft for feet, etc. 4

Authoring Tips Arrow Keys for hidden items selection. Hover over and area and then pick the up or down arrow on the keyboard, you will get a pop out allowing you to pick through a list of the items in that are in that immediate area (behind you arrow). Simply a very fast way to select things for operations. 5

Hotkeys Select Control-Tab to cycle between open documents in CATIA. (Similar to Alt-Tab in Windows) Control-Z is the out of the box undo command Set up Hotkeys for switching between frequently used work benches. For instance, Generative Shape design and Part Design. Do this by pick Tools>Customize and selecting the Start Menu tab. Next you will find the workbench in question and arrow it over as a favorite (1). Last, add the text specifying the hotkey (2) 6

Hotkeys Setup a Hotkey for ANY command. I have hotkeys for Hide/show, Toolpath replay, Save All, etc. Really useful for any heavily used commands, or to commonize commands between different CAD tools. Do this by pick Tools>Customize and selecting the Commands tab. Then Select All commands from the list (1). Next, Select the command from the list that you want to build a shortcut for (2). Then, Click Show/Hide Properties (3) Finally, enter in the text string which represents the hotkey you wish to use (4). 7

Power Input Command lines Power input This give the user the ability to directly type in the name of a command or search term to perform some action. For example: C:Join will execute the Join command from the generative shape design workbench. n:point* Will search for and highlight all tree feature that have a name starting with Point. c: as command: The default prefix is c: which lets you run commands. f: as favorite: The default prefix is f: which lets you search for objects using your favorite or predefined favorite queries. t: as type: The default prefix is t: which lets you search for an object by its type. n: as name The default prefix is n: which lets you search for an object name. NAME: The default prefix is NAME: which is identical to n: except that the search is case sensitive g: as name in graph: The default prefix is g: which lets you search for an object name as it is displayed in the specification tree. NAME IN GRAPH: The default prefix is NAME IN GRAPH: which is identical to g: except that the search is case sensitive s: as set: The default prefix is s: which lets you search for an object belonging to a selection set. SET: The default prefix is SET: which is identical to s: except that the search is case sensitive col: as color: The default prefix is col: which lets you search for an object of a specific color. vis: as visibility: The default prefix is vis: which lets you search for visible elements, or elements hidden in the No Show space. l: as layer: The default prefix is l: which lets you search for an object located on a specific layer. d: as dashed: The default prefix is d: which lets you search for elements using specific linetypes. w: as weight: The default prefix is w: which lets you search for elements using specific thicknesses. symb: as symbol: The default prefix is symb: which lets you search for elements with specific point symbols. 8

Shareable licensing Sharable License Tab If you have sharable licenses for things like Functional Tolerancing (FTA, LOE, etc) The user should pick them from the Sharable tab Under Tools>Options>General This keeps it from being a default every time you open CATIA. It also allows you to add that sharable license without restarting CATIA. If you pick it from the licensing tab you have to restart to gain that ability. 9

Specification Tree Hide/Show Specification Tree by using the F3 key. Turn off Tree Zoom By default, CATIA will enter tree zoom mode after the user clicks on a branch of the tree, causing zoom and pan commands to alter the specification tree instead of the model. To disable this behavior, uncheck Tools > Options > General > Display > Tree Manipulation (tab) > Tree zoom after clicking on any branch. 10

Specification Tree Move specification tree to secondary monitor You can open a sub-tree by right clicking on any node in the tree This opens the tree at that level in a separate window that can be dragged to another monitor (then you can press F3 to hide the tree in your main window) Very useful for keeping construction geometry readily available in long spec trees 11

Command repetition Repeat Commands Automatically with Double-Click Any command with a toolbar icon can be repeated by double-clicking on the icon. The command repeats until it is clicked again or the ESCAPE key is pressed. The icon will remain orange to indicate that it is repeating. 12

Release level of CATIA file Find the Release Level of a CATIA File It s often useful to determine which release a CATPart, CATProduct, or CATProcess file was last saved in. This can be found by examining the data of the file in an external editor. Open the CATIA file in WordPad or any other text editor and search for the phrase LastSaveVersion without the quotes. This will bring you to the summary section of the file which identifies the last saved version, release level, service pack, and hotfix. 13

Sketcher

Sliding Sketch vs. Positioned Sketch Sliding sketch (default) PRO: fast, just pick a plane or planar face CON: Not able to control the normal direction or the orientation of the H, V axis CON: the origin of the part is projected to the sketch plane and becomes the origin of the Sketch Positioned sketch (no the other sketch icon) CON: takes a little longer to set up than Sliding sketch PRO: much more control over orientation and normal directions PRO: Can choose any reference point to be projected as the origin of the sketch PRO: You can choose to let the sketch stay associated with the inputs which allows you more stability in maintaining design intent 15

Selection Automatically select profile Quickly select a sketch profile using Right-Click > Object > Auto Search. 16

Sketch analysis Quickly find out where your sketch is under-defined Easily identify gaps in your profile or duplicate entities 17

Multi-constraint editing Use Edit Multi-Constraint to change all the dimension values before committing them Useful when the geometry has a tendency to flip when dimensions are changed (like some tangent arcs for instance) 18

Sketch Outputs When a series of sketches have geometries which are highly dependent on each other, it is challenging to manage. You can put all of the geometry in one sketch, create the necessary relations within that one sketch, then publish individual elements/profiles for use outside the sketch. For instance, the Profile Feature: 19

Part Design

Solid Combine Create a complex solid from 2 sketches using the Solid Combine tool (similar to a Front/Top view approach) 21

Body polarity If the first feature of a Body adds material, then the Body has a Positive polarity If the first feature removes material, then the Body has a Negative polarity You can use this to your advantage during Boolean operations. The Assemble Boolean operation lets CATIA choose the appropriate action based on Body polarity 22

Search Use the Search command to help you select elements All edges of a solid for fillet creation (Workbench=Topology, Type=Edge) All vertices for point extraction (Workbench=Topology, Type=Vertices) Etc 23

Search Once you create a search, you can save it as a favorite to be used later Search favorites are stored in the CATSettings (SearchFavoriteQueries.CATSetting) 24

BOM Attributes The properties of the Part are what CATIA uses for all BOM functions Anything you want to show up in a BOM needs to be filled out in the Properties dialog Part properties can be driven by formulas (common for reporting stock sizes automatically) You can add additional custom properties the name of the property becomes the column heading Important that all parts use the same spelling/case or you will have multiple columns for the same information (i.e. if one part has SUPPLIER and another Supplier, there will be two columns in the BOM instead of just one) 25

Generative Shape Design

Isolated Primitives Isolated primitives (point, line, plane) can become parametric again! Isolated primitives have the type Explicit, but you can change that to any other type at any time VERY useful for skeleton geometry, especially when the reference data changes frequently Can use external references, isolate them to remove links, and still ensure you ll be able to parametrically modify them later 27

Duplicate Geometric Feature Set A series of features can be repeated inside a part by using Insert Advanced Replication Tools Duplicate Geometrical Feature Set CATIA builds an interface on-the-fly to select required inputs, based on your features Fast way to repeat features with minimal work 28

Merging Distance The default Merging Distance can be set in Tools Options for functions like Join 29

Untrim The untrim command can be used to remove internal or external boundaries from faces If you pick an internal edge, it removes the holes If you pick and external edge, it keeps the holes If you pick the face, it removes all boundaries (slab) If you multi-select before clicking the Untrim icon, you can impact many faces at once 30

Extrapolate Extrapolate can be used on curves/edges Boundary=vertex (or point), Extrapolated=edge (or curve) Useful for when the surface will not Extrapolate 31

Plane parallel to screen Create a plane parallel to the screen or normal to the compass Set plane type = Equation to see the options 32

Parallel Curve Use the Parallel Curve feature to offset a contour along a surface Options for handling sharp corners automatically True length offset = Geodesic, chordal length offset = Euclidean 33

Update Diagnosis When making modifications to features, you may cause update failures on subsequent features due to changes in sub-element naming. When this happens, you will be shown the affected features in the Update Diagnosis window. Instead of editing the feature and manually reselecting the elements, they can often be re-routed automatically by selecting the Sub-Elements button and clicking through the list. 34

Assembly Design

Insert With Positioning You can insert an existing component in an assembly and position it with the help of a wizard-like dialog (rather than placing it at assembly zero and moving it in a secondary set of operations Insert Existing Component With Positioning Works like the Snap tool, but can optionally create constraints (check box) 36

Analyze Constraints To find out the state of your constraints, and how many parts are unconstrained, use the Analyze Constraints tool 37

Enhanced Scenes Enhanced Scenes allow you to create Exploded views or views of components in alternate positions without impacting the nominal assembly Use the Compass to translate/rotate components Scenes can be used as views on a Drawing 38

Reuse Pattern Quickly instantiate multiple components by reusing a pattern definition from the CATPart as the instance locations Assembly Reuse Pattern is associative, so if you add or remove any instances from the Part pattern, the assembly component is added/removed! 39

Flexible Assembly Allows a sub-assembly to be positioned by constraints to parts outside of itself, while respecting the existing constraints inside itself. Great option to allow using a single sub-assembly reference in multiple different positional instances BOM quantity is correct. Instead of having Sub-Asy-1, Sub-Asy-2, Sub-Asy-n you have Sub-Asy with a qty. of 3 40

Bill of Material Using the Properties defined on the CATPart documents, CATIA can export a BOM from the Assembly Analyze Bill of Material The top section is listed by sub-assembly, the bottom is a total recap of all parts regardless of assembly structure You can customize the displayed columns by clicking Define Formats You can then Save As to Text, Excel, or HTML 41

Bill of Material You can exclude any part or product from the BOM by editing the Properties and un-checking Visualize in BOM 42

Drafting

Font Size Precision Change the precision of font sizes list The default precision of the font size list in the drafting workbench is only one place. To increase the precision, right-click on the font size dropdown, scroll down in the list and select Set precision. Change the value from 1 to 3. Very useful if drafting standards are set to Inches 44

Annotations Toggle annotation position snapping Dimensions and annotations on a drawing will, by default, snap into position even if the drawing Snap to Point option is disabled. To toggle this snapping behavior, press and hold the SHIFT while moving the annotation. Alternately, you can set your ratio of spacing/graduations closer to 1/1 45

Annotations Using positional links A positional link creates a spatial relationship between the annotation and a geometry so that when the geometry moves, so does the annotation 46

External Files Use Insert Object to include Microsoft or PDF document content You can optionally keep a link to the file so that if it updates, your drawing will update 47

Overload Properties Use Overload Properties to change the visual attributes for one or more parts in a view 48

Superpose Use Superpose (superimpose) to overlay one view on another using the view axis systems Can be used effectively with Overload Properties to create unique view effects 49

Advanced Bill of Material Advanced BOM can be placed on the drawing It is based on the settings in the drafting standard, and you can modify them to suit your needs BOM format is persistent between sessions of CATIA, consistent between designers 50

Thank you! Jason.Curtis@Inceptra.com