Detailed annotation - Part 1

00:08

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

00:12

This course is on a modern approach to creating documentation.

00:17

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

00:25

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

00:32

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

00:38

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

00:46

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

00:55

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

00:58

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

01:06

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

01:13

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

01:21

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

01:25

Document Settings control individual documents.

01:29

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

01:32

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

01:39

This model has some two place and three place dimensions.

01:42

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

01:50

Another way you can apply tolerances is to specific dimensions.

01:55

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

02:01

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

02:10

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

02:16

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

02:24

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

02:32

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

02:38

For this model, I'll select F10.

02:43

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

02:53

Now that we have some of the background complete,

02:55

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

03:02

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

03:06

We'll use this as a primary datum.

03:09

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.

03:17

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

03:22

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

03:27

But I want to keep this datum.

03:30

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

03:33

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

03:39

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

03:43

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

03:47

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

03:56

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

04:02

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

04:06

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

04:11

Right now, we only have one datum.

04:13

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

04:18

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

04:27

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

04:34

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.

04:45

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

04:52

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

05:03

Then we'll hit "Apply" again.

05:05

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

05:10

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

05:16

This is to be expected.

05:17

Let's continue on.

05:22

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

05:24

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

05:29

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

05:35

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

05:44

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

06:04

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

06:08

Now, here is something interesting.

06:10

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

06:18

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

06:22

Give it a little bit more flexibility.

06:25

When I click OK, the warning is gone.

06:29

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

06:34

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.

06:46

Finally, let's add some surface texture callouts.

06:49

We'll select the back face first.

06:52

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

06:58

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

07:03

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

07:09

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

07:14

This we want to be a bit smoother.

07:16

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

07:22

Now that we have the basic tolerances put in place,

07:26

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

07:32

That will be the next part.

Video transcript

00:08

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

00:12

This course is on a modern approach to creating documentation.

00:17

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

00:25

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

00:32

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

00:38

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

00:46

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

00:55

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

00:58

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

01:06

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

01:13

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

01:21

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

01:25

Document Settings control individual documents.

01:29

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

01:32

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

01:39

This model has some two place and three place dimensions.

01:42

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

01:50

Another way you can apply tolerances is to specific dimensions.

01:55

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

02:01

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

02:10

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

02:16

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

02:24

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

02:32

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

02:38

For this model, I'll select F10.

02:43

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

02:53

Now that we have some of the background complete,

02:55

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

03:02

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

03:06

We'll use this as a primary datum.

03:09

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.

03:17

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

03:22

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

03:27

But I want to keep this datum.

03:30

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

03:33

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

03:39

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

03:43

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

03:47

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

03:56

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

04:02

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

04:06

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

04:11

Right now, we only have one datum.

04:13

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

04:18

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

04:27

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

04:34

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.

04:45

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

04:52

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

05:03

Then we'll hit "Apply" again.

05:05

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

05:10

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

05:16

This is to be expected.

05:17

Let's continue on.

05:22

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

05:24

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

05:29

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

05:35

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

05:44

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

06:04

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

06:08

Now, here is something interesting.

06:10

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

06:18

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

06:22

Give it a little bit more flexibility.

06:25

When I click OK, the warning is gone.

06:29

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

06:34

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.

06:46

Finally, let's add some surface texture callouts.

06:49

We'll select the back face first.

06:52

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

06:58

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

07:03

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

07:09

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

07:14

This we want to be a bit smoother.

07:16

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

07:22

Now that we have the basic tolerances put in place,

07:26

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

07:32

That will be the next part.

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