Detailed annotation - Part 1

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Hello, my name is Thom Tremblay from Concepts and Design.

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This course is on a modern approach to creating documentation.

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The learning path for this course will look at annotating a 3D model and sharing the annotated model,

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analyzing tolerance relationships in an assembly, and then sharing the results of that analysis.

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This is the second course in the series and this course will be in two parts.

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The first part will be focusing on defining feature datums, adding tolerance ranges to the dimensions,

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placing surface callouts, and while doing all of this, we'll also be taking a look at the tolerance advisor.

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We'll begin with a model that already has some annotations.

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These annotations are similar to those that were applied in the first course, if you haven't seen that.

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Before we begin applying tolerance dimensions to the model and applying geometric tolerancing frames,

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let's take a look at how we can control overall tolerances for the entire model.

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From the Tools tab, you can select the Document Settings.

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Document Settings control individual documents.

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In this dialogue, you'll find the default tolerance tab,

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where you can apply standard tolerancing to the entire model based on the precision of the dimension.

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This model has some two place and three place dimensions.

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So we can apply a default tolerance to those dimensions without having to edit them directly.

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Another way you can apply tolerances is to specific dimensions.

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Activating the sketch of the bores that hold the bearings in the hole that the shaft passes through,

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you can edit any sketch dimension and from the dimension value, expand it and select tolerance.

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If you've worked in the parameters dialogue box, you might recognize the four icons in the upper right.

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They represent the maximum, minimum, median, and nominal value for the dimensions.

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From the tolerance type, we'll select limits using fits that show the tolerance.

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This will enable the selection of a specific fit to apply to that dimension.

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For this model, I'll select F10.

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You'll see immediately that the sketch dimension is updated showing the tolerance range for that dimension.

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Now that we have some of the background complete,

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let's go ahead and start out by going to the Annotation tab and starting the Tolerance Feature tool.

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The first thing I'll select is the back face of the cover.

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We'll use this as a primary datum.

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After clicking OK, I get a preview of the tolerance frame and when I place it in the design, I'll get a dialogue in the upper right.

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This will give me the same representation as well as a number of options.

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I can turn off making this a datum simply applying the geometric tolerance.

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But I want to keep this datum.

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I can also choose the control that's being applied.

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We'll leave it Flatness, but I do want to change the value to 10,000.

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When I'm happy with it, I'll click the plus sign to apply.

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As soon as I do this, the Tolerance Advisor pops up.

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The Tolerance Advisor will give you advice and guidance on things that you might want to change or that need attention.

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For example, right now, this model contains dimensions that weren't placed using these tools.

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One or more of the surfaces need dimensions to constrain them.

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And not all of the degrees of freedom of the part have been constrained.

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Right now, we only have one datum.

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That is shown in the Tolerance Advisor as well as not being referenced.

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Because we don't have any dimensions or other control frames that reference this A datum, that message is appearing.

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Now let's place another tolerance feature by selecting the bore that the bearing is going to set in.

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You can see when we click OK, we get a preview of the dimension including the fit that was applied as well as a control frame for perpendicularity.

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When I click to place this dimension again, I get the dialogue where I can make modifications.

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Again, we can turn off whether or not this will be applying the B datum and set the value for the tolerance.

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Then we'll hit "Apply" again.

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We see that now the reference to the A not being referenced is gone.

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But now there's a reference saying that the combination of A and B datums has not been referenced.

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This is to be expected.

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Let's continue on.

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We'll select the hole that the shaft will pass through.

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You'll notice that we're not automatically offered another datum.

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That's because this hole is concentric and applying a datum to it probably wouldn't be of any value,

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but we are getting not only a dimension but a position control that references that A B datum.

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We can click the dimension value in the dialogue, set a deviational tolerance, add our values.

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And when we're done, we'll just click OK.

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Now, here is something interesting.

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In the Tolerance Advisor, we now have a warning that the orientation tolerance must be smaller than the position.

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So I'll go in and modify the position tolerance.

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Give it a little bit more flexibility.

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When I click OK, the warning is gone.

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At any time if we want to make a modification to one of these dimensions or the tolerances,

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all we have to do is a simple double click and we can go in and change, for example, to Symmetry Tolerance and give it a value.

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Finally, let's add some surface texture callouts.

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We'll select the back face first.

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Since this is going to be machined, we'll just leave it a 125 value.

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But since we'll be using a gasket, we'll do just a little bit of cross hatching on it.

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So we want this surface to be judged based on the crossed surface.

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Then let's apply a texture to the bore for that bearing.

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This we want to be a bit smoother.

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Maybe we'll hone it out and we'll make this 63.

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Now that we have the basic tolerances put in place,

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we're ready to start taking a look at how we want to share this information or display it for others.

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That will be the next part.