Pro/ENGINEER Tutorial 5 - Advanced Assembly Operations

This tutorial will concentrate on creating an assembly with multiple parts. In the previous tutorial, a simple assembly of two parts was created using a mate and align operation. These operations will be used to create an assembly of seven different parts, including many parts that are brought in multiple times.

Bring up Pro/ENGINEER as discussed in previous tutorials.

Creating the initial parts

Start by going back out to the desktop and creating a new subdirectory called tutorial5 to put your files for this tutorial in. Assemblies require all related part files to be present for the assembly file to open up properly. The best way to make sure that none of the part files are accidentally erased is to keep them all in a separate subdirectory.

Return to Pro/E and set your working directory:

file>working directory (choose tutorial5)

With the working directory set to your new subdirectory, you can start making parts in it.

Using techniques learned in previous tutorials, create the following parts:

Note: Carefully evaluate the features on each part and identify lines of symmetry. Draw profiles and constrain based on the symmetry of the parts.


Figure 1a.

Figure 1b.

Figure 2a.

Figure 2b.

Figure 3.

The first five parts used in the assembly are complete. Save the parts and then close the windows to these parts as needed to reduce clutter on the screen. We will now advise you on the construction of next part, the pulley.

Creating the pulley

The first part will be a pulley. To begin create a circular disc with the following dimensions.

Use the default datum planes. Use the both sides command to extrude the disc.

diameter = 4

depth = 1

We will now use the revolved cut to create a groove in the pulley.

create>solid>cut>revolve | solid | done>one side | done

Pick a sketch plane that is perpendicular to the flat face of the disc.The reference plane will be the other datum plane perpendicular to the flat face of the disc.

In the sketcher mode, create a groove like the one seen in Figure 4.

First, create a horizontal centerline on the horizontal datum to represent the axis of rotation. Align the centerline.

Next, use a vertical centerline to constrain the "V" groove centered about the thickness of the disk. Make sure that you align the centerline to the datum.

Note: In revolve operations, the first centerline that you draw defines the axis of rotation. Make sure you draw the horizontal centerline first.

Finally, draw the "V". Be certain that you align the endpoints of the "V" to the perimeter of the disc and the vertex of the "V" to the centerline. Regenerate, and complete the feature, revolving the cut 360 degrees.

Note: If when you regenerate, you get the following message:

"WARNING: Not all open ends have been explicitly aligned."

It is just a warning. It will not prevent you from performing the operation you desire.

Figure 4.

We will now perform a protrusion to create the hub in the center of the disc (see Figure 5). We will actually place the profile in the middle of the disc on the center datum and extrude on two sides.

create>solid>protrusion>extrude | solid | done>two sides | done

The hub will have the following dimension:

diameter = 0.75

depth = 1.5

See Figure 5.

Figure 5.

You will now perform a hole all the way through the hub. Create the hole much like the hub was created. You can used the center datum again and cut the hole both sides. The diameter of the hole is:

diameter = 0.625

To reduce the weight, we are going to make some recess cuts on each side of the pulley.

create>solid>cut>revolve | solid | done>one side | done

The section profile should look like Figure 6a. Use a two centerlines as did for cutting the "V" groove, make sure to draw the horizontal centerline for the axis of rotation first. You can draw a rectangle on the right side first and then use Geom Tools>mirror to copy to the other side of the vertical centerline. Creating the rectangle on the left side this way means that you do not have to dimension the left rectangle and that changes in dimensions on one side will translate directly to the other.

Figure 6a.

The part is finished now. It should look like Figure 6b. You should now save this part.

Figure 6b.

Creating the bolt

Now create a new part, the bolt, which will join the support with the base. The specifications for the bolt are:

1/2 - 20UNF x .875 long hex head bolt

We will start by creating the six sided, (hex) head of the bolt. Refer to your engineering graphics text for tables of standard fastener sizes. The appropriate table of Hex Cap Screws (bolts) will give the necessary dimensions.

NOTE: You will have to use an ANSI reference table to get all of the dimensions of the bolt.

NOTE: The threads on this part do not need to be created in order to save time and disk space. You should, however, create the chamfer on the hex head.

For creating the hexagon profile, the two perpendicular lines of symmetry can be used to simplify construction. Begin by creating centerlines aligned to the two datums. Next, draw just one angled side of the hexagon, mirror this about one centerline and then both angled lines about the other centerline. Draw in the last two sides. You can now constrain with one angle and two across-the-flats dimensions.

Finish the bolt with a shaft, chamfering the top of the hex head (Note: you can not use the chamfer command to do this chamfer.) and chamfering the bottom of the shaft. The completed bolt is shown in Figure 7.

Figure 7.

Assembling the components

After you save the finished bolt, start to putting the assembly together.

Note: You can use the assembly instructional sheet to help with creating the assembly.

Create an Assembly file called wheel_supp.

First you will want to put in the base part of the assembly. Most other parts should attach to this main part. In this case it should be, appropriately, the base part. To enter this part, the commands are:

component>assemble>(Choose pulley_base)

Notice that a new window opens at this point. The window, the component placement dialogue, helps track the progress of constraining the new part (component) into the assembly.

First, make sure that assembly is checked in the check box so that you can constrain the new component in the assembly window, rather than having to switch back and forth between the part and assembly windows.

Note: If your part cannot be found, you may need to go out to the desktop and confirm that all of the parts of your assembly are in the tutorial5 directory and that your current directory in Pro/E is set to tutorial5.

Now you will want to bring in next parts.

component>assemble>(Choose support)

Notice that two other windows open at this point. One window, the component placement window, helps track the progress of constraining the new part (component) into the assembly. The other window is the part window of the part you are bringing into the assembly. The first thing you will want to do is click on the in assembly check box so that you can constrain the new component in the assembly window, rather than having to switch back and forth between the part and assembly windows.

Note: You can use the Move tab and the options contained under it to move the lid closer to the mug while you constrain it.

In order to bring in another component, it must be constrained to the initial part. Even though you can see the lid in the assembly window, it will not stay there if you clicked on done at this point. Constraining is done through two primary types:

These two options, plus others, are found under Constraint Type. We will start with a Mate.

You will then click on the surfaces of each part that you wish to join. You will want to click on the top flat surface of the base, and the bottom surface of the support. This constraint constrains movement in one dimension.

Constrain movement in the other two dimensions by aligning the holes:

Choose align .

You will then click on the centerline of a hole on both the support and the base. This will ensure that they have coincident axes. Repeat for the other hole.

Note: If the holes were not initially placed at the proper location, the hole pairs will not align. You will have to go back to the support or base part and modify the dimensions. 

The prompt line now reads:

The component can now be placed.

This indicates that the two parts are fully constrained. The axis alignment constrained movement in the other two dimensions.

Pick done on the Comp Place menu.. The result is seen in Figure 8.

Figure 8.

As you can see from Figure 8, the constraints are listed in the component placement dialogue. Also, the component placement window will tell you if you have enough constraints to place the part.

Repeat this process until all the parts are assembled as in Figure 8a. Notice that many of the parts are brought in as components multiple times. This is possible because the components only reference the part files. Make sure that you bring in the bolt part four times, one for each hole.


NOTE: The axle rod is not the proper length. Use the Assembly>Modify>Mod Dim>Value command to modify the length of the bolt. Note that the groove in the shaft has to clear the washer so a snap ring can be put on (snap ring is not shown).

Figure 8a.

The final assembly should look like Figure 9. Save the assembly if you have not already done so.

Figure 9.

Modifying parts in the assembly

As you can see, not all the parts are properly sized. Most importantly, the axle rod is too short and does not provide for appropriate clearance with the bushings and pulley. You will have to modify the dimensional constraint values of the axle rod. In order to do so:

Use View orientation icon to create a view which matches the orientation seen in Figure 8a. Next modify dimensional values:

Modify>Value and click on the axle rod features you want to modify.

The dimensions of the feature will appear. You can modify them as you would modify them in the sketcher mode when creating the part.

NOTE: Use the save command and save the part file (not the assembly) of the component you have modified.

This operations may take some practice in order to feel comfortable with. Use the zoom tools and query select to more accurately choose the features to modify.

Setting the cosmetic appearance of the assembly

Once your assembly is complete, you can manipulate the assembly as to have each part a different color. First, to be able to see all the parts, we want to explode our assembly.

To accomplish this, use the top window menu:


This creates a default explode state. You can refine the position of individual parts by redefining the default state from the assembly menu:

explode state>redefine>(choose Default)>position | entity/edge | translate

Select an edge of one of the part (e.g., a corner of the pulley_base) to define the direction of movement. Now select parts to move. Reselect the menu option entity/edge to chose a new edge and an new direction of movement.

An example of the final result is seen in Figure 10.

Figure 10.

Now you will change the shaded colors of the parts in the assembly. Again from the view menu, choose:

model setup>color appearances

A new dialogue window, the color appearance dialogue, will appear. The top of the window shows the colors you currently have to work with. By default, only white is available. You will first need to create some new colors to work with:

Click on Add. A new window, appearance editor dialogue, will open. Click on the white square to edit the color:

Yet another window will open with sliders to manipulate the red, green and blue components of the color. Once you have created a color that you like, click Add to close this pair of windows.

Repeat this process until you have four or five new colors added to the color appearance dialogue palette.

To change colors of parts, select the component option under the selection filter in the color appearance dialogue:

Select a color you want for the part from the palette. Then click on the Arrow icon in the dialogue to select the part. Use the Select by Menu option in the Query menu and then select the part (component) you want to change.

Click the Set button in the dialogue to change the color.

View the result by selecting the shade icon. Repeat this process for the other parts. Make sure you have good contrast between parts and between the parts and the background.

An example of the final result is seen in Figure 11.

Figure 11.

rev 8/99 EW

Tutorial 6 - 2D Layout

Pro/ENGINEER Tutorial Home Page