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Essentials Plus
Daniel T. Banach & Travis Jones

SDC
P U B L I C AT I O N S
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Table of Contents
Introduction .............................................................................................................................................. vii
Chapter 1 – Getting Started .............................................................................................................................1
Introduction .................................................................................................................................................1
Objectives ...................................................................................................................................................1
Getting started with Autodesk Inventor ......................................................................................................2
User Interface ..............................................................................................................................................2
Inventor Application Menu .........................................................................................................................4
Ribbon .........................................................................................................................................................5
Quick Access Toolbar .................................................................................................................................6
Open Files ...................................................................................................................................................7
New Files ....................................................................................................................................................9
File Information ........................................................................................................................................ 10
Save File Options ...................................................................................................................................... 11
Application Options .................................................................................................................................. 12
EXERCISE 1-1: USER INTERFACE ...................................................................................................... 14
Command Entry ........................................................................................................................................ 17
Help System .............................................................................................................................................. 19
Projects in Autodesk Inventor ................................................................................................................... 20
Autodesk Vault ......................................................................................................................................... 25
EXERCISE 1-2: PROJECTS .................................................................................................................... 25
Viewpoint Options .................................................................................................................................... 28
Exercise 1-3: Viewing a Model................................................................................................................. 32
CHECKING YOUR SKILLS ................................................................................................................... 36
Chapter 2 – Sketching, Constraining, and Dimensioning.............................................................................. 37
Introduction ............................................................................................................................................... 37
Objectives ................................................................................................................................................. 37
Part and Sketch Application Options ........................................................................................................ 38
Units .......................................................................................................................................................... 40
Templates .................................................................................................................................................. 41
Creating a Part File ................................................................................................................................... 43
STEP 1 — SKETCH THE 2D OUTLINE OF THE PART ...................................................................... 46
Exercise 2-1: Creating A Sketch With Lines ............................................................................................ 55
exercise 2-2: creating a sketch with tangencies......................................................................................... 57
STEP 2 — Constraining the Sketch .......................................................................................................... 58
Exercise 2-3: Adding and Displaying Constraints .................................................................................... 63
Step 3 — Adding Dimensions Manually .................................................................................................. 68
Exercise 2-4: Constraining and Dimensioning a Sketch ........................................................................... 74
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Inserting AutoCAD Files.......................................................................................................................... 78

Open Other File Types ............................................................................................................................. 81
Exercise 2-5: Inserting AutoCAD Data .................................................................................................... 82
Applying Your Skills ............................................................................................................................... 85
CHECKING YOUR SKILLS .................................................................................................................. 86
Chapter 3 – Creating and Editing Sketched Features ................................................................................... 88
Introduction .............................................................................................................................................. 88
Objectives ................................................................................................................................................. 88
Features .................................................................................................................................................... 89
Understanding the Browser ...................................................................................................................... 90
Switching Environments .......................................................................................................................... 91
Direct Manipulation ................................................................................................................................. 92
Minimize Dialog Box ............................................................................................................................... 94
Extrude a Sketch....................................................................................................................................... 94
EXERCISE 3-1: Extruding a Sketch ........................................................................................................ 99
Linear Diameter Dimensions .................................................................................................................. 101
Revolve A Sketch ................................................................................................................................... 102
Exercise 3-2: Revolving a Sketch........................................................................................................... 107
Primitive Shapes/Features ...................................................................................................................... 109
Secondary 2D Sketched Features ........................................................................................................... 111
Select Other-Face Cycling...................................................................................................................... 112
Slice Graphics ........................................................................................................................................ 113
Exercise 3-3: Sketch Features ................................................................................................................ 114
Editing a Feature and Sketch .................................................................................................................. 116
EXERCISE 3-4: EDITING FEATURES AND SKETCHES................................................................. 119
Projecting Geometry .............................................................................................................................. 120
Exercise 3-5: Projecting Geometry ........................................................................................................ 122
Part Material, Properties and Appearance .............................................................................................. 124
APPLYING YOUR SKILLS ................................................................................................................. 128
CHECKING YOUR SKILLS ................................................................................................................ 132
Chapter 4 – Creating Placed Features ......................................................................................................... 133
Introduction ............................................................................................................................................ 133
OBJECTIVES ........................................................................................................................................ 133
Fillets ...................................................................................................................................................... 134
Chamfers ................................................................................................................................................ 140
Exercise 4-1: Creating Fillets And Chamfers ......................................................................................... 143
Holes ...................................................................................................................................................... 146
Exercise 4-2: Creating Holes .................................................................................................................. 151
Shelling .................................................................................................................................................. 156

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Exercise 4-3: Shelling A Part .................................................................................................................. 158

Work Features ......................................................................................................................................... 159
Exercise 4-4: Creating Work Axes.......................................................................................................... 161
Exercise 4-5: Creating Work Planes And A UCS ................................................................................... 171
Patterns.................................................................................................................................................... 178
Exercise 4-6: Creating A Rectangular Pattern ........................................................................................ 181
Exercise 4-7: Creating Circular Pattern .................................................................................................. 184
Exercise 4-8: Creating a Pattern Along a Nonlinear Path ....................................................................... 186
3D Printing – Additive Manufacturing ................................................................................................... 189
Applying Your Skills .............................................................................................................................. 190
Checking Your Skills .............................................................................................................................. 192
Chapter 5 – Creating and Editing Drawing Views ...................................................................................... 193
Introduction ............................................................................................................................................. 193
OBJECTIVES ......................................................................................................................................... 193
Drawing Options ..................................................................................................................................... 194
Creating a Drawing ................................................................................................................................. 195
Drawing Sheet Preparation ..................................................................................................................... 197
Creating Drawing Views ......................................................................................................................... 200
Exercise 5-1: Creating A Multiview Drawing ........................................................................................ 205
Exercise 5-2: Creating Auxiliary, Section, And Detail Views ................................................................ 218
Exercise 5-3: Creating Break View......................................................................................................... 223
Editing Drawing Views ........................................................................................................................... 225
Exercise 5-4: Editing Drawing Views ..................................................................................................... 228
Annotations ............................................................................................................................................. 230
Exercise 5-5: Adding Centerlines ........................................................................................................... 237
Adding Dimensions to a Drawing View ................................................................................................. 239
Exercise 5-6: Adding Dimensions .......................................................................................................... 246
Exercise 5-7: Creating Baseline Dimensions And Chain Dimensions .................................................... 255
Adding Text and Additional Symbols ..................................................................................................... 260
Exercise 5-8: Adding Annotations .......................................................................................................... 263
Exercise 5-9: Creating Hole Tables ........................................................................................................ 269
Shortcut For Opening Referenced Files .................................................................................................. 272
Applying Your Skills .............................................................................................................................. 273
Checking Your Skills .............................................................................................................................. 274
Chapter 6 – Creating and Documenting Assemblies ................................................................................... 276
INTRODUCTION .................................................................................................................................. 276
OBJECTIVES ......................................................................................................................................... 276
Assembly Options ................................................................................................................................... 277
Creating Assemblies ............................................................................................................................... 278

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Adding Assembly Constraints ................................................................................................................ 288

Moving and Rotating Components ......................................................................................................... 297
Editing Assembly Constraints ................................................................................................................ 299
Exercise 6-1: Assembling Parts .............................................................................................................. 300
Assembly Joints...................................................................................................................................... 305
Exercise 6-2: Assembly Joints ............................................................................................................... 309
Additional ASsembly Commands .......................................................................................................... 312
Adaptivity ............................................................................................................................................... 316
EXERCISE 6-3: Designing a Part in the Context of an Assembly......................................................... 317
Patterning Components .......................................................................................................................... 322
Exercise 6-4: Patterning Components .................................................................................................... 325
Analysis Commands ............................................................................................................................... 327
Exercise 6-5: Analyzing An Assembly .................................................................................................. 329
Driving a Constraint ............................................................................................................................... 331
Exercise 6-6: Driving a Constraint ......................................................................................................... 332
Creating a Presentation File ................................................................................................................... 336
Exercise 6-7: Creating a Presentation View ........................................................................................... 341
Creating Drawing Views from Assemblies and Presentation Files ........................................................ 344
Bill of Material (BOM) .......................................................................................................................... 344
Exercise 6-8: Editing a Bill of Material (BOM) ..................................................................................... 348
Creating Balloons ................................................................................................................................... 351
Parts List................................................................................................................................................. 356
Exercise 6-9: Creating a Drawing from an Assembly ............................................................................ 360
APPLYING YOUR SKILLS ................................................................................................................. 368
CHECKING YOUR SKILLS ................................................................................................................ 372
Chapter 7 – Advanced Modeling Techniques ............................................................................................. 374
INTRODUCTION .................................................................................................................................. 374
OBJECTIVES ........................................................................................................................................ 374
Dimension Display, Relationships, and Equations ................................................................................. 375
Parameters .............................................................................................................................................. 376
EXERCISE 7-1: Relationships and Paramters ....................................................................................... 382
Sectioning a Part or Components in an Assembly ................................................................................. 386
Design View Representations in A Part or an Assembly File ................................................................ 388
Emboss Text and Closed Profiles ........................................................................................................... 389
Exercise 7-2: Creating Text and Emboss Features ................................................................................. 392
Sweep Features ....................................................................................................................................... 397
Exercise 7-3: Creating Sweep Features .................................................................................................. 401
3D Sketching .......................................................................................................................................... 404
3D Lines ................................................................................................................................................. 408

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Create a 3D Sweep .................................................................................................................................. 409

Import Points ........................................................................................................................................... 409
Exercise 7-4: 3D Sketch—Sweep Features ............................................................................................. 411
COIL FEATURES .................................................................................................................................. 416
Loft Features ........................................................................................................................................... 419
Exercise 7-5: Creating a Loft Feature ..................................................................................................... 424
Freeform Modeling ................................................................................................................................. 427
Split a Part or Face .................................................................................................................................. 429
Exercise 7-6: Splitting a Part Into Multiple Solid Bodies ....................................................................... 431
Mirror Features ....................................................................................................................................... 434
Suppressing Features............................................................................................................................... 435
Reordering A Feature .............................................................................................................................. 436
Feature Rollback ..................................................................................................................................... 436
Content Center ........................................................................................................................................ 438
Introduction to Stress Analysis ............................................................................................................... 439
Exercise 7-7: Run a Stress Analysis On A Part....................................................................................... 448
Exercise 7-8: Run A Stress Analysis On An Assembly .......................................................................... 451
APPLYING YOUR SKILLS .................................................................................................................. 455
CHECKING YOUR SKILLS ................................................................................................................. 456
Chapter 8 – Introduction to Sheet Metal Design ......................................................................................... 457
INTRODUCTION .................................................................................................................................. 457
OBJECTIVES ......................................................................................................................................... 457
Sheet Metal Design ................................................................................................................................. 458
Creating a Sheet Metal Part ................................................................................................................. 458
Sheet Metal Environment ........................................................................................................................ 459
Sheet Metal Defaults, Rules and Styles .................................................................................................. 460
Exercise 8-1: Editing a Sheet Metal Style and Rule ............................................................................... 466
Face ......................................................................................................................................................... 469
Contour Flange........................................................................................................................................ 471
Flange...................................................................................................................................................... 474
Exercise 8-2: Creating Sheet Metal Parts ................................................................................................ 476
Hem......................................................................................................................................................... 480
Bend ........................................................................................................................................................ 482
Cut ........................................................................................................................................................... 484
Fold ......................................................................................................................................................... 486
Corner Round .......................................................................................................................................... 488
Exercise 8-3: Creating Bend, Cut, Hem and Fold Features .................................................................... 489
Flat Pattern .............................................................................................................................................. 495
Detailing Sheet Metal Parts ..................................................................................................................... 497

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Exercise 8-4: Creating Flat Pattern and Documenting a Sheet Metal Part ............................................. 498
APPLYING YOUR SKILLS ................................................................................................................. 502
CHECKING YOUR SKILLS ................................................................................................................ 503
Index ........................................................................................................................................................... 504

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