Autodesk AutoCAD AutoCAD Mechanical - 2008 Instruction Manual

AutoCAD Mechanical 2008
User’s Guide
January 30, 2007Part No. 20612-050000-5000A
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Contents

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1 About AutoCAD Mechanical . . . . . . . . . . . . . . . . . . . . 3
AutoCAD Mechanical Software Package . . . . . . . . . . . . . . . . . . 4
Leveraging Legacy Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Starting AutoCAD Mechanical . . . . . . . . . . . . . . . . . . . . . . . 4
Accessing AutoCAD Mechanical Commands . . . . . . . . . . . . . . . 5
AutoCAD Mechanical Help . . . . . . . . . . . . . . . . . . . . . . . . . 5
Product Support and Training Resources . . . . . . . . . . . . . . . . . . 6
Design Features in AutoCAD Mechanical . . . . . . . . . . . . . . . . . 7
Mechanical Structure . . . . . . . . . . . . . . . . . . . . . . . . . 7
Associative Design and Detailing . . . . . . . . . . . . . . . . . . . 7
External References for Mechanical Structure . . . . . . . . . . . . 8
Associative 2D Hide . . . . . . . . . . . . . . . . . . . . . . . . . 8
Autodesk Inventor Companion Support . . . . . . . . . . . . . . . 9
2D Design Productivity . . . . . . . . . . . . . . . . . . . . . . . . 9
Engineering Calculations . . . . . . . . . . . . . . . . . . . . . . 10
Machinery Systems Generators . . . . . . . . . . . . . . . . . . . 10
Intelligent Production Drawing and Detailing . . . . . . . . . . . 11
Detailing Productivity . . . . . . . . . . . . . . . . . . . . . . . . 11
Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Standard Mechanical Content . . . . . . . . . . . . . . . . . . . 12
Standard Parts Tools . . . . . . . . . . . . . . . . . . . . . . . . . 13
v
Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 2 Commands in AutoCAD Mechanical . . . . . . . . . . . . . . . 15
Command Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Chapter 3 New and Revised Commands . . . . . . . . . . . . . . . . . . . 43
Revised Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
AMBALLOON . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
AMBOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
AMOPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
AMPARTLIST . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
AMPARTREF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
AMPARTREFEDIT . . . . . . . . . . . . . . . . . . . . . . . . . . 46
AMPOWERDIM . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
AMSCATLOG . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
AMSCREATE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
AMSEXTERNALIZE . . . . . . . . . . . . . . . . . . . . . . . . . 48
AMSINSERT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
AMSLOCALIZE . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
AMSNEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
AMSTLSHAP2D . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
AMSURFSYM . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
AMWELDSYMBOL . . . . . . . . . . . . . . . . . . . . . . . . . 50
New Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
AMBROWSEROPEN . . . . . . . . . . . . . . . . . . . . . . . . . 50
AMBROWSERCLOSE . . . . . . . . . . . . . . . . . . . . . . . . 51
AMSCATALOGOPEN . . . . . . . . . . . . . . . . . . . . . . . . 51
AMSCATALOGCLOSE . . . . . . . . . . . . . . . . . . . . . . . . 51
AMSNAVMODE . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Design and Annotation Tools . . . . . . . . . . . . . . . . . . . 53
Chapter 4 Working with Templates . . . . . . . . . . . . . . . . . . . . . 55
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Working with Templates . . . . . . . . . . . . . . . . . . . . . . . . . 56
Setting Up Starting Layers . . . . . . . . . . . . . . . . . . . . . . 57
Setting Mechanical Options . . . . . . . . . . . . . . . . . . . . . 58
Specifying Drawing Limits . . . . . . . . . . . . . . . . . . . . . 60
Saving Templates . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Using Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Setting Default Standards Templates . . . . . . . . . . . . . . . . 62
Chapter 5 Using Mechanical Structure . . . . . . . . . . . . . . . . . . . . 65
vi | Contents
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Working with Mechanical Structure . . . . . . . . . . . . . . . . . . . 67
Enabling Mechanical structure . . . . . . . . . . . . . . . . . . . 68
Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Creating Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Modifying Folders . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Nesting Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Instance vs. Occurrence . . . . . . . . . . . . . . . . . . . . . . . 73
Selection Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Components and Component Views . . . . . . . . . . . . . . . . 76
Creating Part Components . . . . . . . . . . . . . . . . . . . . . 76
Creating Assembly Components . . . . . . . . . . . . . . . . . . 78
Modifying Assembly Components . . . . . . . . . . . . . . . . . 81
Using Folders with Component Views . . . . . . . . . . . . . . . 86
Mechanical Browser Display Options . . . . . . . . . . . . . . . . . . . 86
Mechanical Browser and Bombs . . . . . . . . . . . . . . . . . . 88
Browser Restructure and Ghost Components . . . . . . . . . . . 90
External Reference Components . . . . . . . . . . . . . . . . . . . . . 96
Inserting External Components . . . . . . . . . . . . . . . . . . . 97
Editing External Components In-place . . . . . . . . . . . . . . 101
Localizing and Externalizing . . . . . . . . . . . . . . . . . . . 103
Annotation Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Associative Hide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Basics of AMSHIDE . . . . . . . . . . . . . . . . . . . . . . . . . 107
Using AMSHIDE in Assemblies . . . . . . . . . . . . . . . . . . 110
Chapter 6 Working with Layers and Layer Groups . . . . . . . . . . . . . 113
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Working with Layers and Layer Groups . . . . . . . . . . . . . . . . . 114
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Changing Layers By Selecting Objects . . . . . . . . . . . . . . . 116
Creating Layer Groups . . . . . . . . . . . . . . . . . . . . . . . 117
Using Layer Groups to Copy Objects . . . . . . . . . . . . . . . 122
Chapter 7 Designing Levers . . . . . . . . . . . . . . . . . . . . . . . . . 127
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Extending Designs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Using Libraries to Insert Parts . . . . . . . . . . . . . . . . . . . 129
Configuring Snap Settings . . . . . . . . . . . . . . . . . . . . . 131
Creating Construction Lines (C-Lines) . . . . . . . . . . . . . . 132
Creating additional C-Lines . . . . . . . . . . . . . . . . . . . . 135
Creating Contours and Applying Fillets . . . . . . . . . . . . . . 138
Trimming Projecting Edges on Contours . . . . . . . . . . . . . 140
Applying Hatch Patterns to Contours . . . . . . . . . . . . . . . 143
Dimensioning Contours . . . . . . . . . . . . . . . . . . . . . . 144
Contents | vii
Creating and Dimensioning Detail Views . . . . . . . . . . . . 146
Chapter 8 Working with Model Space and Layouts . . . . . . . . . . . . 151
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Working with Model Space and Layouts . . . . . . . . . . . . . . . . 153
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Creating Scale Areas . . . . . . . . . . . . . . . . . . . . . . . . 153
Creating Detail Views . . . . . . . . . . . . . . . . . . . . . . . 156
Generating New Viewports . . . . . . . . . . . . . . . . . . . . 158
Inserting Holes Within Viewports . . . . . . . . . . . . . . . . . 160
Creating Subassemblies in New Layouts . . . . . . . . . . . . . . 165
Chapter 9 Dimensioning . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Adding Dimensions to Drawings . . . . . . . . . . . . . . . . . . . . 171
Adding Automatic Dimensions . . . . . . . . . . . . . . . . . . 171
Editing Dimensions with Power Commands . . . . . . . . . . . 175
Breaking Dimension Lines . . . . . . . . . . . . . . . . . . . . . 179
Inserting Drawing Borders . . . . . . . . . . . . . . . . . . . . . 180
Inserting Fits Lists . . . . . . . . . . . . . . . . . . . . . . . . . 182
Chapter 10 Working with 2D Hide and 2D Steel Shapes . . . . . . . . . . 185
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Working with 2D Hide and 2D Steel Shapes . . . . . . . . . . . . . . 186
Opening the initial drawing . . . . . . . . . . . . . . . . . . . . 186
Defining 2D Hide Situations . . . . . . . . . . . . . . . . . . . . 187
Inserting 2D Steel Shapes . . . . . . . . . . . . . . . . . . . . . 190
Modifying Steel Shapes Using Power Commands . . . . . . . . . 193
Editing 2D Hide Situations . . . . . . . . . . . . . . . . . . . . 194
Copying and Moving 2D Hide Situations . . . . . . . . . . . . . 196
Chapter 11 Working with Standard Parts . . . . . . . . . . . . . . . . . . 201
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Working with Standard Parts . . . . . . . . . . . . . . . . . . . . . . 203
Inserting Screw Connections . . . . . . . . . . . . . . . . . . . 205
Copying Screw Connections with Power Copy . . . . . . . . . . 211
Creating Screw Templates . . . . . . . . . . . . . . . . . . . . . 213
Editing Screw Connections with Power Edit . . . . . . . . . . . 222
Working with Power View . . . . . . . . . . . . . . . . . . . . . 226
Deleting with Power Erase . . . . . . . . . . . . . . . . . . . . . 229
Inserting Holes . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Inserting Pins . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Turning Off Centerlines in Configurations . . . . . . . . . . . . 237
Hiding Construction Lines . . . . . . . . . . . . . . . . . . . . 238
viii | Contents
Simplifying Representations of Standard Parts . . . . . . . . . . 239
Chapter 12 Working with BOMs and Parts Lists . . . . . . . . . . . . . . . 243
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Working with Parts Lists . . . . . . . . . . . . . . . . . . . . . . . . . 244
Inserting Part References . . . . . . . . . . . . . . . . . . . . . 245
Editing Part References . . . . . . . . . . . . . . . . . . . . . . . 248
Placing Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Creating Parts Lists . . . . . . . . . . . . . . . . . . . . . . . . . 255
Merging and Splitting Items In Parts Lists . . . . . . . . . . . . . 261
Collecting Balloons . . . . . . . . . . . . . . . . . . . . . . . . 265
Sorting and Renumbering Items In Parts Lists . . . . . . . . . . 267
Using Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Chapter 13 Creating Shafts with Standard Parts . . . . . . . . . . . . . . 277
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Creating Shafts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Configuring Snap Options . . . . . . . . . . . . . . . . . . . . . 280
Configuring Shaft Generators . . . . . . . . . . . . . . . . . . . 281
Creating Cylindrical Shaft Sections and Gears . . . . . . . . . . 282
Inserting Spline Profiles . . . . . . . . . . . . . . . . . . . . . . 286
Inserting Chamfers and Fillets . . . . . . . . . . . . . . . . . . . 287
Inserting Shaft Breaks . . . . . . . . . . . . . . . . . . . . . . . 288
Creating Side Views of Shafts . . . . . . . . . . . . . . . . . . . 289
Inserting Threads on Shafts . . . . . . . . . . . . . . . . . . . . 290
Editing Shafts and Inserting Sections . . . . . . . . . . . . . . . 291
Replacing Shaft Sections . . . . . . . . . . . . . . . . . . . . . . 292
Inserting Bearings . . . . . . . . . . . . . . . . . . . . . . . . . 294
Chapter 14 Calculating Shafts . . . . . . . . . . . . . . . . . . . . . . . . 299
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Calculating Shafts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Creating Shaft Contours . . . . . . . . . . . . . . . . . . . . . . 302
Specifying Material . . . . . . . . . . . . . . . . . . . . . . . . . 303
Placing Shaft Supports . . . . . . . . . . . . . . . . . . . . . . . 305
Specifying Loads on Shafts . . . . . . . . . . . . . . . . . . . . . 305
Calculating and Inserting Results . . . . . . . . . . . . . . . . . 308
Calculating Strengths of Shafts . . . . . . . . . . . . . . . . . . 311
Engineering Calculations . . . . . . . . . . . . . . . . . . . . 315
Chapter 15 Calculating Moments of Inertia and Deflection Lines . . . . . . 317
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Contents | ix
Calculating Moments of Inertia and Deflection Lines . . . . . . . . . 318
Calculating Moments of Inertia . . . . . . . . . . . . . . . . . . 319
Calculating Deflection Lines . . . . . . . . . . . . . . . . . . . . 321
Chapter 16 Calculating Chains . . . . . . . . . . . . . . . . . . . . . . . . 327
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Chain Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Performing Length Calculations . . . . . . . . . . . . . . . . . . 329
Optimizing Chain Lengths . . . . . . . . . . . . . . . . . . . . 332
Inserting Sprockets . . . . . . . . . . . . . . . . . . . . . . . . . 333
Inserting Chains . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Chapter 17 Calculating Springs . . . . . . . . . . . . . . . . . . . . . . . 341
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Calculating Springs . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Starting Spring Calculations . . . . . . . . . . . . . . . . . . . . 344
Specifying Spring Restrictions . . . . . . . . . . . . . . . . . . . 345
Calculating and Selecting Springs . . . . . . . . . . . . . . . . . 348
Inserting Springs . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Creating Views of Springs with Power View . . . . . . . . . . . . 352
Chapter 18 Calculating Screw Connections . . . . . . . . . . . . . . . . . 355
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Methods for Calculating Screws . . . . . . . . . . . . . . . . . . . . . 356
Using Stand Alone Screw Calculations . . . . . . . . . . . . . . . . . 357
Selecting and Specifying Screws . . . . . . . . . . . . . . . . . . 358
Selecting and Specifying Nuts . . . . . . . . . . . . . . . . . . . 360
Selecting and Specifying Washers . . . . . . . . . . . . . . . . . 361
Specifying Plate Geometry and Properties . . . . . . . . . . . . . 361
Specifying Contact Areas . . . . . . . . . . . . . . . . . . . . . 364
Specifying Loads and Moments . . . . . . . . . . . . . . . . . . 365
Specifying Settlement Properties . . . . . . . . . . . . . . . . . 367
Specifying Tightening Properties . . . . . . . . . . . . . . . . . 368
Creating and Inserting Result Blocks . . . . . . . . . . . . . . . 369
Chapter 19 Calculating Stress Using FEA . . . . . . . . . . . . . . . . . . . 371
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
2D FEA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
Calculating Stress In Parts . . . . . . . . . . . . . . . . . . . . . 374
Defining Loads and Supports . . . . . . . . . . . . . . . . . . . 375
Calculating Results . . . . . . . . . . . . . . . . . . . . . . . . . 377
Evaluating and Refining Mesh . . . . . . . . . . . . . . . . . . . 379
Refining Designs . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Recalculating Stress . . . . . . . . . . . . . . . . . . . . . . . . 382
x | Contents
Chapter 20 Designing and Calculating Cams . . . . . . . . . . . . . . . . 387
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Designing and Calculating Cams . . . . . . . . . . . . . . . . . . . . 388
Starting Cam Designs and Calculations . . . . . . . . . . . . . . 389
Defining Motion Sections . . . . . . . . . . . . . . . . . . . . . 393
Calculating Strength for Springs . . . . . . . . . . . . . . . . . . 399
Exporting Cam Data and Viewing Results . . . . . . . . . . . . . 403
Autodesk Inventor Link . . . . . . . . . . . . . . . . . . . . . 405
Chapter 21 Using Autodesk Inventor Link Support . . . . . . . . . . . . . 407
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Linking Autodesk Inventor Part Files . . . . . . . . . . . . . . . . . . 408
Shading and Rotating Geometry . . . . . . . . . . . . . . . . . 409
Inserting Drawing Borders . . . . . . . . . . . . . . . . . . . . . 410
Creating Drawing Views . . . . . . . . . . . . . . . . . . . . . . 414
Working with Dimensions . . . . . . . . . . . . . . . . . . . . . 421
Exporting Drawing Views to AutoCAD . . . . . . . . . . . . . . . . . 425
Linking Autodesk Inventor Assembly Files . . . . . . . . . . . . . . . 427
Accessing Parts from the Browser . . . . . . . . . . . . . . . . . 428
Accessing iProperties . . . . . . . . . . . . . . . . . . . . . . . . 428
Inserting Drawing Borders . . . . . . . . . . . . . . . . . . . . . 431
Creating Parts Lists & Balloons . . . . . . . . . . . . . . . . . . 432
Creating Breakout Section Views . . . . . . . . . . . . . . . . . 436
Modifying Breakout Section Views . . . . . . . . . . . . . . . . 443
Removing Views . . . . . . . . . . . . . . . . . . . . . . . . . . 445
Updating Autodesk Inventor Parts . . . . . . . . . . . . . . . . . . . . 446
Appendix A Layer Specifications . . . . . . . . . . . . . . . . . . . . . . . 447
Layer Specification Listing . . . . . . . . . . . . . . . . . . . . . . . . 448
Appendix B Title Block Attributes . . . . . . . . . . . . . . . . . . . . . . . 453
Attributes for Title Blocks . . . . . . . . . . . . . . . . . . . . . . . . 454
Attribute Definitions . . . . . . . . . . . . . . . . . . . . . . . . 454
Curly Brackets . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
Message Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
Appendix C Accelerator and Shortcut Keys . . . . . . . . . . . . . . . . . . 457
Accelerator Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Contents | xi
xii
Overview
Part I provides information for getting started with your
AutoCAD® Mechanical software.
It includes an overview of the product capabilities, a summary
of commands with their toolbuttons and descriptions, and a
summary of new and revised commands in this release of
AutoCAD Mechanical.
In addition, Part I includes information about methods to
access commands, AutoCAD Mechanical Help, and product
support and training resources.
In this part
About AutoCAD
Mechanical
Commands in AutoCAD
Mechanical
New and Revised
Commands
1
2

About AutoCAD Mechanical

This chapter provides information about the AutoCAD
Mechanical software application. It describes the software
package, the basic design features in the software, and the
methods for accessing commands.
A brief overview of the Help, along with information about
where to find resources for product learning, training, and
support are included.
®
1
In this chapter
AutoCAD Mechanical
Software Package
Leveraging Legacy Data
Starting AutoCAD
Mechanical
Accessing AutoCAD
Mechanical Commands
AutoCAD Mechanical Help
Product Support and
Training Resources
Design Features in
AutoCAD Mechanical
3

AutoCAD Mechanical Software Package

AutoCAD Mechanical is a 2D mechanical design and drafting solution for engineers, designers, and detailers. Its intelligent production drawing and detailing features decrease the time required to create and change 2D production designs. AutoCAD Mechanical introduces many 3D concepts in a familiar 2D environment. It is powered by AutoCAD®, with its easy-to-use palette interface and time-saving xref functionality.
The AutoCAD Mechanical design software package includes both AutoCAD Mechanical and AutoCAD. You can use one Options dialog box to customize settings for both AutoCAD Mechanical and AutoCAD.

Leveraging Legacy Data

The tools for migrating legacy data are installed automatically when you install the AutoCAD Mechanical software. A separate utility tool is available for adding structure to legacy files after they are migrated.
The integrated Autodesk® IGES Translator for transferring and sharing of CAD data between CAD/CAM/CAE systems is installed along with the AutoCAD Mechanical product.
Newly generated files in AutoCAD Mechanical can be saved to a previous version so that you can run multiple versions of AutoCAD Mechanical within the same environment.

Starting AutoCAD Mechanical

You can start AutoCAD Mechanical by using one of the following procedures:
Click Start on the task bar, and then choose Programs. Select Autodesk
AutoCAD Mechanical 2008.
On the desktop, double-click the AutoCAD Mechanical icon:
4 | Chapter 1 About AutoCAD Mechanical

Accessing AutoCAD Mechanical Commands

AutoCAD Mechanical provides several methods to access commands and manage your design process.
The following are samples of the access methods available to you:
In the graphics area, right-click and choose Power Edit.Context Menu
Toolbutton
Menu
The step-by-step procedures in the tutorials in Part II of this manual indicate the command name in the opening procedural text. The appropriate toolbutton is displayed in the margin next to the preferred access method. In the tutorials, the context menu method is used when the menus are sensitive to what you are doing. The browser method is used when you can save time and steps. You can use any of the alternate methods as well.
Here is an example of how methods are used in the tutorials:
1 Use AMPOWEREDIT to edit a feature.
NOTE To find the location of a particular toolbutton, refer to Appendix A.
Modify Power Commands Power Edit
AMPOWEREDITCommand
In the graphics area, right-click and choose Power Edit.Context Menu

AutoCAD Mechanical Help

The Help in AutoCAD Mechanical provides information about AutoCAD Mechanical with the power pack.
The Help is formatted for easy navigation, and includes:
Content organized by the major functional areas of AutoCAD Mechanical,
with Concept, Reference, and Procedure pages for each functional area. Procedure pages provide step by step instructions on how to execute a given task. The linked Concept page provides background information about the procedure. The linked Reference pages contain information
Accessing AutoCAD Mechanical Commands | 5
about all the commands and dialog boxes visited while performing the procedure.
Specific information about each of the features in the program.
Concepts and procedures for the new features in this release.
A keyword index and search function.
Printable Command Reference.
Guides to system variables and accelerator keys.
Access to Support Assistance with integrated links to solutions.
For access to Help, you can choose from the following methods:
From the Help menu, select Mechanical Help Topics.
Select the Help button in the standard toolbar.
Press F1.
Click the Help button within a dialog box.

Product Support and Training Resources

Be more productive with Autodesk® software. Get trained at an Autodesk Authorized Training Center (ATC®) with hands-on, instructor-led classes to help you get the most from your Autodesk products. Enhance your productivity
with proven training from over 1,400 ATC sites in more than 75 countries. For more information about Autodesk Authorized Training Centers, contact
atc.program@autodesk.com or visit the online ATC locator at www.autodesk.com/atc.
Sources for product support are listed on the AutoCAD Mechanical Product Information Web page. From the AutoCAD Mechanical Web site at http://www.autodesk.com/autocadmech, navigate to the Support Knowledge Base. You can also navigate to the Community page, which contains links to various communities, including the AutoCAD Mechanical Discussion Group.
6 | Chapter 1 About AutoCAD Mechanical

Design Features in AutoCAD Mechanical

This section provides an overview of the functionality in the AutoCAD Mechanical software, including numerous innovative 2D design features.
Mechanical Structure
Mechanical structure comprises a suite of 2D structure tools for organizing drawings and for reusing associative data. The capabilities of reuse in blocks and accessibility in layer groups are combined in mechanical structure. When you start the AutoCAD Mechanical application, the Mechanical structure environment is enabled by default. You can also work with it disabled.
The mechanical structure tools include:
A browser interface for structured 2D mechanical design, where parts,
assemblies, views, and folders containing associated data are organized, structured, and managed. Standard parts are automatically organized and managed in the browser. All components are accessible through the browser for many functions, and filters can be set to control the type and level of detail of information displayed.
Folders in the browser are used for capturing elements of design for reuse.
These elements provide all of the associative instancing benefits of components, but do not register as items in the live BOM database. They can contain geometry.
All geometry remains selectable and editable at all times using familiar
commands in open workflows. Workflows for structure can be bottom-up (recommended), middle-out (the most flexible and common workflow), and top-down (not the primary workflow).
Associative Design and Detailing
The browser is used to manage and reuse data in both the design and detailing drafting stages. Many functions can be performed in the browser, including the following:
You can instance components and assemblies multiple times. The live
BOM database in AutoCAD Mechanical keeps track of the quantity of each part or assembly used.
Design Features in AutoCAD Mechanical | 7
Changes made to an associative instance of a part or assembly, associative
component, assembly detailing view, or a standard part or feature are automatically reflected in the other instances.
Folders, components, and individual views of components can be reused
as needed. They maintain full associativity with each other.
Annotation views can be created for components and assemblies to fully
document the design. Changes made to geometry result in associative dimensions being updated to reflect the change.
External References for Mechanical Structure
External References for mechanical structure provides for the components of a drawing to be inserted as an external reference to multiple drawings. Conversely, multiple drawings can be attached as external references to a single drawing.
The following are the key benefits of external references for mechanical structure:
Increased efficiency by allowing insertion of structure components from
many drawings as external reference associatively for concurrent design.
Reuse of parts from existing assembly drawings very quickly.
Those involved in multiple design projects that reference the same drawing
are able to obtain the most updated design from the externally reference component.
Ability to set up design specific reference directories as libraries for different
applications.
Associative 2D Hide
The 2D hide situation tool in AutoCAD Mechanical automates the process to accurately represent parts and features which are partially or completely hidden in drawing views. The following are some of the 2D hide benefits:
Associative hide situations are managed in the browser.
The underlying geometry is not altered when you create an associative
hide situation.
8 | Chapter 1 About AutoCAD Mechanical
When geometry is hidden, AutoCAD Mechanical knows it is a component
in the mechanical structure, and provides a tooltip with the name and view of the component.
Autodesk Inventor Companion Support
Autodesk® Inventor™ companion support redefines the meaning of 3D to 2D interoperability. Use the companion functionality to:
Access and associatively document native 3D part models without the
presence of Autodesk Inventor.
Visualize part models, examine and use part properties such as material,
name, and number.
Associatively document part models using precision hidden-line removed
projections, dimensions, and annotations.
Link to the native Autodesk Inventor part models automatically notifies
you of changes and enables updating of views and annotations to keep your drawing up-to-date.
2D Design Productivity
These features increase productivity and reduce the number of steps needed to complete mechanical designs:
AutoCAD Mechanical provides an intelligent, customizable layer
management system that puts objects on the appropriate layers automatically.
Entities that are not on the current layer group, or entities that are on a
locked layer group can be displayed in a different color to reduce screen clutter.
2D hidden-line calculations are based on defined foreground and
background objects. You can choose hidden line representation types.
Auto detailing creates detailed drawings of individual components from
an assembly drawing.
One set of power commands is used to create, update, and edit objects.
Autodesk Inventor Companion Support | 9
Mechanical line objects are available for creating centerlines and center
crosses, construction lines, symmetrical lines, section lines, break lines, and others.
Linear/symmetric stretch is used to modify dimensioned geometry by
changing the dimension value.
Predefined hatch patterns are applicable in two picks from toolbars and
menus.
Engineering Calculations
The automatic engineering calculations available in AutoCAD Mechanical ensure proper function in mechanical designs.
The 2D FEA feature determines the resistance capability of an object put
under a static load and analyzes design integrity under various loads.
A number of moment of inertia and beam deflection calculations are
available.
Engineering calculations are available for shafts, bearings, and screws.
Machinery Systems Generators
Machinery systems in AutoCAD Mechanical generate the design and calculation of shafts, springs, belts and chains, and cams. These tools ensure that you get the design right the first time:
With the shaft generator, you can create drawing views of solid and hollow
shafts. Common shaft features supported include center holes, chamfers, cones, fillets, grooves, profiles, threads, undercuts, and wrench fittings. Common standard parts supported include bearings, gears, retaining rings, and seals.
With the spring generator, you select, calculate, and insert compression,
extension, and torsion springs, and Belleville spring washers in a design. You control the representation type of the spring, and create a spec form to incorporate in the drawing.
The belt and chain generator function provides features to create chain
and sprocket systems, belt and pulley systems, calculate optimal lengths
10 | Chapter 1 About AutoCAD Mechanical
for chains and belts, and insert these assemblies in your design. Chains and belts can be selected from standard libraries.
The cam generator creates cam plates and cylindrical cams given input
border conditions. You can calculate and display velocity, acceleration, and the cam curve path. You can couple driven elements to the cam and create NC data through the curve on the path.
Intelligent Production Drawing and Detailing
A number of commands are available in AutoCAD Mechanical that automate the process to create balloons and bills of material.
You can create formatted balloons and bills of material, as well as detailed
views of portions of designs.
Multiple parts lists per drawing are supported. Grouping of a parts list
provides lists of like items. Selected items can be combined to calculate total length required for stock ordering. The parts lists recognize standard parts. You can format item numbers on parts lists.
Standard-sized drawing borders and customizable title blocks are available.
Intelligent and associative hole tables show a total count of each type of
hole along with a description of them. A second chart lists the coordinates for each of the holes selected. Any update to the holes is reflected in the charts.
A language converter translates text on a drawing into one of seventeen
different languages.
Revision control tables in drawings track revisions and display comments.
Fits lists chart all fits used in a drawing.
Detailing Productivity
Smart dimensions automatically maintain the proper arrangement with
each other.
Power dimension commands provide a single command to create and edit
all dimensions, apply specified formats, and add fits or tolerances.
Intelligent Production Drawing and Detailing | 11
Dimensions are automatic for 2D geometry with either ordinate or baseline
dimensions.
One command quickly cleans up and arranges dimensions in 2D drawings.
One system setting controls the scale for drawing symbols in all views.
Commands are available for align, break, insert, and join to easily
dimension a drawing.
Annotations
Hole notes can be inserted for standard holes.
Commands are available to create standards-based surface texture symbols,
geometric dimensioning and tolerances, targets, and weld symbols.
Fits description command creates fits descriptions for standard holes.
Leader command creates intelligent balloons and other leaders common
in mechanical drawings.
Standard Mechanical Content
Standard content includes parametrically generated, intelligent geometry that you can use to generate an object from scratch. The following are available:
About 600,000 standard parts, including screws, nuts, washers, pins, rivets,
bushings, rings, seals, bearings, keys, and others, can be quickly incorporated into any design.
About 8,000 standard features, including center holes, undercuts, keyways,
and thread ends can be quickly incorporated into any design.
More than 20,000 standard holes, including through, blind, counterbored,
countersunk, oblong, and others, can be quickly incorporated into any design.
Thousands of structural steel shapes, including U-shape, I-shape, T-shape,
L-shape, Z-shape, rectangular tube, round tube, rectangular full beam, rectangular round beam, and others, can be quickly incorporated into any design.
12 | Chapter 1 About AutoCAD Mechanical
Standard Parts Tools
Standard part tools provide for the elements that go with standard parts, such as a hole to accompany a screw. These tools include:
Screw connection feature for selecting entire fastener assemblies at one
time.
Changeable representation of a standard part between a normal, simplified,
or symbolic representation.
Power view to automatically generate a different view of a standard part,
such as a top view from a front view.
Collaboration
Enjoy the benefits of design collaboration for your 2D output through Autodesk Streamline® support. Autodesk Streamline is a hosted Web service for sharing personalized design data across the entire extended manufacturing enterprise.
Autodesk Streamline functionality includes the following:
Members can view and interact with the 3D data set published on Autodesk
Streamline, without waiting for the data to download.
Using Streamline, many people can share design information and
collaborate online. Functionality includes instant messages, e-mail notifications, polling/voting, discussion threads, database creation, and more.
AutoCAD Mechanical data can be written to the AutoCAD DWF file format,
which is one of the file types that Autodesk Streamline leverages.
You can export 3D CAD data in ZGL format (a compressed form of a
standard Open GL file format called XGL). ZGL readily captures 3D data that can be rendered by the Open GL library. ZGL files can then be uploaded to Autodesk Streamline.
Standard Parts Tools | 13
14

Commands in AutoCAD Mechanical

This chapter provides a list of the commands available in
AutoCAD® Mechanical, along with a brief description of the
function of each command and the associated toolbutton.
2
In this chapter
Command Summary
15

Command Summary

The following is a list of the AutoCAD Mechanical commands, a brief description of each, and the associated toolbutton.
Some commands do not have an associated toolbutton. This list does not contain AutoCAD® commands.
In some cases where some of the task-specific toolbars are available in a more comprehensive format from the Main toolbar at View Toolbars, it is noted in the table.
ton
ADCENTER
AM2DHIDE
AMANALYSEDWG
AMANNOTE
DescriptionCommand NameToolbut-
Provides layer group support within the AutoCAD Design Center.
Hides invisible edges in unstructured situ­ations.
Edits existing unstructured hide situations.AM2DHIDEDIT
Creates an adjusting ring on a shaft.AMADJRINGS2D
Creates a file in which the current layer struc­ture of the drawing is written.
Creates, deletes, adds, and moves annotations associated with drawing views.
Suits an existing hatch to a changed contour.AMASSOHATCH
Displays or attaches non attached symbols.AMATTACHSYM
16 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
AMAUTOCLINES
AMAUTODETAIL
AMAUTODIM
AMBELL2D
Automatically creates construction lines on selected drawing elements.
Creates an external detail drawing (xref) of selected elements from an assembly drawing.
Creates chain, baseline, ordinate in both axes, shaft, or symmetric dimensions.
Creates and places a balloon.AMBALLOON
Performs calculation on bearings.AMBEARCALC
Selects, calculates, and inserts Belleville spring washers, and inserts spring specification tables in drawings.
Creates a standard related blind hole.AMBHOLE2D
AMBOM
AMBREAKATPT
AMBROUTLINE
Creates a formatted BOM database containing a list of attributes, parts lists with item num­bers, and lists of like items in a BOM.
Breaks a line, polyline, or a spline on a spe­cified point.
Draws a special spline to show the breakout borders.
Command Summary | 17
ton
DescriptionCommand NameToolbut-
Switches the mechanical browser on and off.AMBROWSER
Switches the mechanical browser on.AMBROWSEROPEN
Switches the mechanical browser off.AMBROWSERCLOSE
Creates a blind slot.AMBSLOT2D
Creates and calculates cam designs.AMCAM
Draws a centerline cross with an angle.AMCENCRANGLE
Draws a centerline cross in a corner.AMCENCRCORNER
Draws a centerline cross on a circle.AMCENCRFULLCIRCLE
Draws a centerline cross with a hole.AMCENCRHOLE
Draws a centerline cross in a hole.AMCENCRINHOLE
Draws a centerline cross.AMCENCROSS
18 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
Draws centerline cross on a plate.AMCENCRPLATE
Draws a centerline in between two lines.AMCENINBET
Creates a centerhole.AMCENTERHOLE2D
AMCENLINE
AMCHAINLENGTHCAL
AMCHECKDIM
Creates a centerline and center marks through selected circles and arcs while in Drawing mode.
Draws a centerline.AMCENTLINE
Draws chain or belt links.AMCHAINDRAW
Determines the tangent definition between sprockets or pulleys.
Bevels the edges of objects.AMCHAM2D
Checks for, highlights, and edits dimensions with overridden text.
Creates a clevis pin.AMCLEVISPIN2D
Command Summary | 19
ton
DescriptionCommand NameToolbut-
Locks or unlocks the construction line layer.AMCLINEL
Switches construction lines on or off.AMCLINEO
AMCOMP2D
AMCONSTLINES
AMCONSTSWI
Designs, calculates, and inserts compression springs, and places spring specification tables in drawings.
Draws construction lines.Design Toolbar Design Toolbar - Draw, Construction for more construction line commands.
Switches construction lines between lines and rays.
Displays the inner contour of an object.AMCONTIN
Displays the outer contour of an object.AMCONTOUT
Traces all points of a contour.AMCONTRACE
Converts the current drawing.AMCONVDWG
AMCOPYLG
Copies a user specified layer group or selected geometry into a new layer group.
20 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
AMCOPYVIEW
Copies views to the same layout or to a differ­ent layout.
Creates a cotter pin.AMCOTTERPIN2D
Creates a standard related counterbore.AMCOUNTB2D
Creates a standard related countersink.AMCOUNTS2D
Creates a countersunk rivet.AMCRIVET2D
Creates a cylindrical pin.AMCYLPIN2D
Creates datum identifier symbols.AMDATUMID
AMDEFLINE
AMDETAIL
Creates datum target symbols.AMDATUMTGT
Calculates the deflection line or moment line of an object that has various force elements acting on it.
Deletes views and its dependent views.AMDELVIEW
Creates associative and scaled detail frames of selected parts of a drawing.
Command Summary | 21
ton
DescriptionCommand NameToolbut-
AMDIMALIGN
AMDIMARRANGE
AMDIMINSERT
AMDIMJOIN
Aligns linear, rotated, aligned, ordinate, or angular dimensions that have a base dimen­sion of the same type.
Rearranges individual dimensions that lie along one axis, in respect to a reference point.
Creates breaks in an existing dimension.AMDIMBREAK
Modifies dimensions in drawing mode.AMDIMFORMAT
Edits linear, aligned, rotated, and angular di­mensions by inserting new dimensions of the same type simultaneously.
Edits linear, aligned, and angular (3-point or 2-line) dimensions by joining similar dimen­sions into a single dimension.
Edits multiple dimensions at the same time.AMDIMMEDIT
AMDIMSTRETCH
AMDRBUSHHOLE2D
Resizes objects by stretching/shrinking linear and symmetric dimensions.
Creates a single drill bushing.AMDRBUSH2D
Creates a drill bushing and the corresponding hole.
22 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
AMDWGVIEW
AMEDITPSCUTLINE
Creates views of Autodesk Inventor® linked
models while in Drawing mode.
Creates edge symbols.AMEDGESYM
Edits balloons, parts lists, and symbols.AMEDIT
Displays or selects the paper space cutline for breakout section views.
Edits views created in Drawing mode.AMEDITVIEW
Generates and organizes equations.AMEQUATEDIT
Erases all construction lines.AMERASEALLCL
Erases selected construction lines.AMERASECL
AMEXPLODE
AMEXT2D
Breaks a compound object in the mechanical structure environment into its component objects.
Designs, calculates, and inserts extension springs, and inserts spring specification tables in drawings.
Creates an external thread.AMEXTHREAD2D
Command Summary | 23
ton
DescriptionCommand NameToolbut-
Creates feature control frame symbols.AMFCFRAME
AMFEA2D
AMFITSLIST
AMGROOVE2D
AMHATCH_135_11
Calculates stress and deformation in a plane for plates with a given thickness or in a cross section with individual forces and stretching loads.
Creates feature identifier symbols.AMFEATID
Rounds and fillets the edges of objects.AMFILLET2D
Puts existing fits and their respective dimen­sion values into a list and inserts this fits list into your drawing.
Inserts a retaining ring/circlip with the appro­priate groove in a shaft.
Creates a grooved drive stud.AMGROOVESTUD2D
Creates a 135-degree and 11 mm/0.4 inch hatch.
AMHATCH_135_2
AMHATCH_135_4
Creates a 135-degree and 2.7 mm/0.11 inch hatch.
Creates a 135-degree and 4.7 mm/0.19 inch hatch.
24 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
AMHATCH_45_13
AMHATCH_45_2
AMHATCH_45_5
AMHATCH_DBL
AMHOLECHART
AMINERTIA
Creates a 45-degree and 13 mm/0.5 inch hatch.
Creates a 45-degree and 2.5 mm/0.1 inch hatch.
Creates a 45-degree and 5 mm/0.22 inch hatch.
Creates a double hatch of 45- and 135-degree and 2.3 mm/0.09 inch.
Displays the online Help.AMHELP
Documents the holes in a design, including coordinate dimensions.
Calculates the following tasks: center of grav­ity, directions of the main axes moment, mo­ments of inertia, effective moment of inertia, deflection angle.
AMINERTIAPROF
AMIVLINK
AMIVPROJECT
Calculates the moment of inertia for cross sections of cylinders, hollow cylinders, rectan­gular prisms, or hollow rectangular prisms.
Recreates the associative link between a .dwg file and an Autodesk Inventor assembly (.iam) or part (.ipt) document.
Selects an Autodesk Inventor Project (.ipj) file to use as the active project file for opening Autodesk Inventor assembly (.iam) files.
Command Summary | 25
ton
DescriptionCommand NameToolbut-
AMIVUPDATE
AMLANGCONV
AMLANGTEXT
Rereads associated Autodesk Inventor part or assembly file and updates the linked .dwg file.
Joins different entities.AMJOIN
Translates text strings in your drawing into another language.
Displays and uses text from the Language Converter.
Manages the layer system.AMLAYER
Switches invisible lines on or off.AMLAYINVO
Moves lines to another layer.AMLAYMOVE
Moves lines to parts layers.AMLAYMOVEPL
Moves lines to working layers.AMLAYMOVEWL
Switches standard parts on or off.AMLAYPARTO
26 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
Switches part reference on or off.AMLAYPARTREFO
Resets all layers.AMLAYRESET
Switches the border and title block on or off.AMLAYTIBLO
AMLAYVISENH
AMLGMOVE
AMLISTVIEW
AMMANIPULATE
Specifies the layer group setting during a working session.
Switches viewports on or off.AMLAYVPO
Moves elements in a selection set to a specific layer group.
Displays the Library dialog box.AMLIBRARY
Lists information about a selected view while in Drawing mode.
Creates a lubricator.AMLUBRI2D
Dynamically moves and rotates selected geo­metry along/around the X, Y, Z axes.
Makes a contour visible.AMMCONTV
Command Summary | 27
ton
DescriptionCommand NameToolbut-
AM_MECHANICAL_ BROWSER
AMMIGRATEBB
AMMIGRATESYM
AMMOVEDIM
AMMOVEVIEW
AMNOTE
Displays the browser in the mechanical struc­ture environment.
Converts infopoints, position numbers, and parts lists (on a drawing) from Genius 13/Genius 14 to AutoCAD Mechanical 6 format.
Converts all symbols from Genius 13/14 to AutoCAD Mechanical 6 format.
Switches between model and drawing modes.AMMODE
Moves dimensions on drawings while main­taining their association to the drawing view geometry.
Moves a drawing view to another location in the drawing or to another layout while in Drawing mode.
Describes holes, fits, and standard parts, and creates associative notes to the drawing with a leader.
Creates a nut.AMNUT2D
AMOFFSET
AMOPTIONS
Creates new objects at specified distances from an existing object or through a specified point.
Sets configurations. Merged with AutoCAD command OPTIONS.
28 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
Creates and places a parts list in a drawing.AMPARTLIST
Creates part references.AMPARTREF
Edits part reference data.AMPARTREFEDIT
AMPIN2D
AMPLBEAR2D
AMPLOTDATE
AMPOWERCOPY
AMPOWERDIM
Creates cylindrical pins, cotter pins, taper pins, and grooved drive studs.
Inserts a plain bearing on a shaft or in a housing.
Inserts the current date in the lower right corner of the title block.
Creates a plain rivet.AMPLRIVET2D
Creates a plug.AMPLUG2D
Copies an object with its internal information to another position in the drawing.
Creates power dimensions, or assigns toler­ances or fits to power dimensions.
Command Summary | 29
ton
DescriptionCommand NameToolbut-
AMPOWERDIM_ANG
AMPOWEREDIT
AMPOWERRECALL
AMPOWERSNAP
AMPROJO
Creates angular dimensions, or assigns toler­ances or fits to dimension.
Starts the command with which the selected object was created to edit the object.
Deletes selected objects.AMPOWERERASE
Starts the command with which the selected object was created, to create a new object.
Sets object snap modes, polar snap, and filters for object snaps.
Creates top or side views of standard parts.AMPOWERVIEW
Creates a projection crosshairs used for creat­ing orthographic views.
Controls the scale of all drawing symbols.AMPSCALE
Sets user-defined snap settings on tab 1.AMPSNAP1
Sets user-defined snap settings on tab 2.AMPSNAP2
Sets user-defined snap settings on tab 3.AMPSNAP3
30 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
Sets user-defined snap settings on tab 4.AMPSNAP4
Snaps the rectangle center.AMPSNAPCEN
Switches the entity filter on or off.AMPSNAPFILTERO
Snaps to the middle of two points.AMPSNAPMID
Snaps to a reference point.AMPSNAPREF
Snaps to a relative point.AMPSNAPREL
AMPSNAPVINT
AMPSNAPZO
AMRECTANG
Snaps to a virtual intersection point of two lines.
Switches snapping of the Z coordinate on or off.
Creates a rectangle by defining its starting and endpoint. See Appendix A, Design Toolbar ­Draw - Rectangle for more rectangle com­mands.
Saves REFEDIT working set changes.AMREFCLOSE
Command Summary | 31
ton
DescriptionCommand NameToolbut-
AMREFCOPY
AMREFDIM
AMRESCALE
AMREVLINE
Copies objects from other blocks to the REFEDIT working set.
Creates reference dimensions between the part edges created in Model mode and lines, arcs, circles, ellipses created in Drawing mode.
Rescales dimensions and symbols in model and layout.
Switches revision lists on or off.AMREV
Inserts a revision list into a drawing or adds an additional revision line to an existing revi­sion list.
Updates revision lists.AMREVUPDATE
Creates plain and countersunk rivets.AMRIVET2D
AMROLBEAR2D
AMSACTIVATE
AMSBASE
Inserts a radial or axial roller bearing on a shaft or in a housing.
Selects folder(s) or view folder(s) in mechanical structure and sets them as the active edit tar­get.
Specifies new base points for folders or views that can be activated.
Allows scaling for entities in X and Y direction.AMSCALEXY
32 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
AMSCAREA
AMSCATALOG
AMSCMONITOR
AMSCOPYDEF
AMSCREATE
Creates a scale area (an area that has a scale that is different to model space scale) in model space.
Opens the structure catalog dialog box, which gives you the ability to insert structure com­ponents to the current drawing as external references and manage them.
Opens the structure catalog dialog boxAMSCATALOGOPEN
Closes the structure catalog dialog box.AMSCATALOGCLOSE
Views and edits the scale of scale areas or viewports.
Copies the definitions of instanced folders, components or views in the mechanical structure environment.
Creates components, component views, folders, and annotation views in drawings in the mechanical structure environment.
AMSCREWCALC
Creates a screw or bolt.AMSCREW2D
Calculates factors of safety for parts of a screw connection.
Opens the Screw Connection dialog box.AMSCREWCON2D
Command Summary | 33
ton
DescriptionCommand NameToolbut-
AMSCREWMACRO2D
AMSEALS2D
AMSEDIT
AMSEXTERNALIZE
Opens the Screw Assembly Templates dialog box.
Generates scripts.AMSCRIPT
Creates a sealing ring for use under a plug.AMSEALRING2D
Inserts a seal or O-ring with the appropriate groove in a shaft.
Creates cutting plane lines.AMSECTIONLINE
Directly manipulates the contents of an active folder or view in the mechanical structure en­vironment.
Sets up a drawing.AMSETUPDWG
Moves a structure component from the cur­rent drawing to a new drawing file and con­verts it to an external reference component.
AMSHAFT2D
AMSHAFTCALC
AMSHAFTEND
Creates rotationally symmetric shaft parts and inner and outer shaft contours.
Calculates deflection line, bending moment, torsion moment, supporting force, torque ro­tation angle, equivalent tension, and the safety factor of shafts.
Creates a zigzag line, a free-hand line, or loop to represent a shaft end.
34 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
AMSHAFTKEY2D
AMSHAFTLNUT2D
AMSHIDE
AMSINSERT
Inserts a parallel or woodruff key with the ap­propriate keyseat in a shaft.
Creates a shaft lock nut including the lock washer and inserts both in a shaft.
Creates and edits hide situations in the mechanical structure environment.
Edits hide situations created with AMSHIDE.AMSHIDEEDIT
Creates a shim ring on a shaft.AMSHIMRING2D
Creates seam and fillet simple welds.AMSIMPLEWELD
Inserts a new instance of a component view, folder or annotation view in model space, in the mechanical structure environment.
AMSLOCALIZE
AMSMOVE
AMSNAVMODE
Converts an external reference component to a local component on the current drawing.
Moves objects and their associated occur­rences in one or more folders or views to an­other folder or view in the mechanical struc­ture environment.
Toggles the Design Navigation mode on and off.
Command Summary | 35
ton
DescriptionCommand NameToolbut-
AMSNEW
AMSPURGE
AMSREPLACEDEF
AMSTDPLIB
AMSTDPLIBEDIT
Creates and manages new folders, compon­ents, and annotation views in the mechanical structure environment.
Draws sprockets or pulleys.AMSPROCKET
Removes unused structure objects, including folders, components, views, and annotation views in the mechanical structure environ­ment.
Replaces the definition of a folder or view with another definition of objects in the mechanical structure environment.
Opens the Standard Parts Database dialog box for selection.
Opens the Standard Parts Database dialog box for editing.
Changes the representation of a standard part.AMSTDPREP
Creates a steel shape.AMSTLSHAP2D
Changes the text style to italic.AMSTYLEITAL
Changes the text style to simplex.AMSTYLESIMP
36 | Chapter 2 Commands in AutoCAD Mechanical
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DescriptionCommand NameToolbut-
Changes the text style to standard.AMSTYLESTAND
Changes the text style to TXT.AMSTYLETXT
Creates surface texture symbols.AMSURFSYM
Appends or removes a leader.AMSYMLEADER
Draws symmetrical lines.AMSYMLINE
Creates a standard related tapped blind hole.AMTAPBHOLE2D
Creates a taper hole with an external thread.AMTAPETHREAD2D
AMTAPTHOLE2D
Creates a taper hole with an internal thread.AMTAPITHREAD2D
Creates a taper pin.AMTAPERPIN2D
Creates a standard related tapped through hole.
Creates a taper or slope symbol.AMTAPERSYM
Command Summary | 37
ton
DescriptionCommand NameToolbut-
Inserts mtext with 3.5 mm height.AMTEXT3
AMTEXT5
AMTEXTHORIZ
AMTEXTSIZE
Inserts mtext with 5 mm height. See Appendix A, Assistance Toolbar - Text for more text commands.
Inserts mtext with 7 mm height.AMTEXT7
Centers text horizontally and vertically.AMTEXTCENT
Centers text centered horizontally around the selected point.
Aligns mtext to the right.AMTEXTRIGHT
Sets text to its default size in model space and layout, and defines a height for an inserted text.
Creates text with the text style to TXT.AMTEXTTXT
Creates a standard related through hole.AMTHOLE2D
Creates a thread end.AMTHREADEND2D
38 | Chapter 2 Commands in AutoCAD Mechanical
ton
DescriptionCommand NameToolbut-
Inserts a title block and a drawing border.AMTITLE
AMTOR2D
Designs, calculates, and inserts torsion springs, and inserts spring specification tables in drawings.
Traces contours on construction lines.AMTRCONT
Creates a standard related through slot.AMTSLOT2D
Creates a user-defined blind hole.AMUBHOLE2D
Creates a user-defined blind slot.AMUBSLOT2D
Creates a user-defined counterbore.AMUCOUNTB2D
Creates a user-defined countersink.AMUCOUNTS2D
Creates an undercut on a shaft.AMUNDERCUT2D
Inserts a user-defined hatch.AMUSERHATCH
Command Summary | 39
ton
DescriptionCommand NameToolbut-
Creates a user-defined slot.AMUTSLOT2D
Connects to a database.AMVARIODB
Zooms the view according to the limits.AMVIEWALL
Zooms the center of the viewports.AMVIEWCEN
AMVIEWLL
AMVIEWLR
AMVIEWUL
AMVIEWUR
Zooms the predefined lower-left quarter of the drawing.
Zooms the predefined lower-right quarter of the drawing.
Zooms the predefined upper-left quarter of the drawing.
Zooms the predefined upper-right quarter of the drawing.
Creates a viewport in layout.AMVPORT
Creates viewports automatically.AMVPORTAUTO
Resets the viewports to the default scale factor.AMVPZOOMALL
Creates a washer.AMWASHER2D
40 | Chapter 2 Commands in AutoCAD Mechanical
ton
DescriptionCommand NameToolbut-
Creates a welding symbol.AMWELDSYM
Controls the representation of xrefs.AMXREFSET
Draws zigzag lines.AMZIGZAGLINE
Displays a selected area in another viewport.AMZOOMVP
SAVEAS
Saves a file into a different file format for use in more than one version of AutoCAD Mech­anical.
Command Summary | 41
42

New and Revised Commands

This chapter contains information about new and revised
commands in AutoCAD® Mechanical.
3
In this chapter
Revised Commands
New Commands
43

Revised Commands

This following are revised commands in this version of AutoCAD Mechanical.
AMBALLOON
Creates and places a balloon.
Toolbutton
Menu
Contains a powerful expression builder enabling you to create complex
formulas for Balloons.
All dialog boxes displayed that are displayed in response to this command
have been enhanced with the intention of making them easier to understand and easier to use.
Annotate Parts List Tools Balloons
AMBOMCommand
AMBOM
Creates a formatted BOM database containing a list of attributes, parts lists with item numbers, and lists of like items in a BOM.
Toolbutton
Menu
Contains a powerful expression builder enabling you to create complex
formulas for component properties, much easier than was possible in previous releases.
Annotate Parts List Tools BOM Database
AMBOMCommand
44 | Chapter 3 New and Revised Commands
All dialog boxes displayed that are displayed in response to this command
have been enhanced with the intention of making them easier to understand and easier to use.
AMOPTIONS
Sets configurations.
Menu
The AM:Structure tab has been updated to provide additional options for
pre-configure how component views are created when they are copied, arrayed or mirrored. The remaining options have been rearranged to make them easier to understand.
The AM:Standards tab has been updated to let you independently configure
text settings for each symbol separately. The entire BOM, Balloon and Part List configuration process has been revamped. All related dialog boxes have been redesigned with the intention of making them easier to understand and easier to use.
NoneToolbutton
Assist Options
AMOPTIONSCommand
AMPARTLIST
Creates and places a parts list in a drawing.
Toolbutton
Menu
Provides options to wrap columns (also known as column splitting) directly
from the Parts List dialog box.
Annotate Parts List Tools Parts list
AMPARTLISTCommand
AMOPTIONS | 45
All dialog boxes displayed that are displayed in response to this command
have been enhanced with the intention of making them easier to understand and easier to use.
AMPARTREF
Creates part references.
Toolbutton
Menu
All dialog boxes displayed that are displayed in response to this command
have been enhanced with the intention of making them easier to understand and easier to use.
AMPARTREFEDIT
Creates part references.
Toolbutton
Menu
All dialog boxes displayed that are displayed in response to this command
have been enhanced with the intention of making them easier to understand and easier to use.
AMPOWERDIM
Annotate Parts List Tools Part Reference
AMPARTREFCommand
Annotate Parts List Tools Part Reference Edit
AMPARTREFEDITCommand
Creates power dimensions, or assigns tolerances or fits to power dimensions.
46 | Chapter 3 New and Revised Commands
Toolbutton
Menu
Command has been enhanced to automatically create arc extension lines
when points outside an arc is dimensioned.
Supports the creation of inspection dimensions.
Annotate Power Dimensioning
AMPOWERDIMCommand
AMSCATLOG
Opens the structure catalog dialog box, which gives you the ability to insert structure components to the current drawing as external references and manage them.
Toolbutton
Menu
The structure catalog is now seamlessly integrated with Autodesk Vault
and displays the status of vaulted referenced files.
The dialog box has been enhanced and the right-click menus have been
reorganized with the intention of making the options easier to understand and easier to use.
Insert Structure Catalog
AMSCATALOGCommand
AMSCREATE
Creates components, component views, folders, and annotation views in drawings in the mechanical structure environment.
NoneToolbutton
AMSCREATECommand
The command can now create annotation views in paper space. Creation
of annotation views is fully supported with calculation of the most
AMSCATLOG | 47
appropriate scale for a given paper size and standard compliant labels for each view.
AMSEXTERNALIZE
Creates components, component views, folders, and annotation views in drawings in the mechanical structure environment.
Toolbutton
AMSEXTERNALIZECommand
The command can now externalize local annotation views of xref
components, back to the source file.
AMSINSERT
Inserts a new instance of a component view, folder or annotation view in model space, in the mechanical structure environment.
Toolbutton
AMSINSERTCommand
The command can now create multiple instances of annotation views in
model space as well as in paper space.
AMSLOCALIZE
Converts an external reference component to a local component on the current drawing.
NoneToolbutton
48 | Chapter 3 New and Revised Commands
AMSLOCALIZECommand
The command can now localize xref annotation views.
AMSNEW
Creates and manages new folders, components, and annotation views in the mechanical structure envir­onment.
Toolbutton
AMSLOCALIZECommand
The command can now create annotation views in paper space. Creation
of annotation views is fully supported with calculation of the most appropriate scale for a given paper size and standard compliant labels for each view.
AMSTLSHAP2D
Creates a steel shape.
Toolbutton
Menu
The command has been updated to contain over 500 new steel shapes, in
compliance with the year 2005 revision of the JIS and GB standards.
AMSURFSYM
Creates surface texture symbols.
Content Steel Shapes
AMSTLSHAP2DCommand
AMSNEW | 49
Toolbutton
Menu
You can now specify the surface texture parameter designation, numerical
limit value and transmission band as a single surface texture requirement.
The Surface Symbol dialog box has been updated to contain customizable
drop-down lists.
AMWELDSYMBOL
Creates welding symbols.
Toolbutton
Menu
The Welding Symbol dialog box contains a revised process list. Additional
you can automatically prefix the process number with the ISO standard that governs the symbol.
Annotate Symbols Surface Texture
AMSURFSYMCommand
Annotate Symbols Welding
AMWELDSYMBOLCommand

New Commands

This following are new commands in this version of AutoCAD Mechanical.
AMBROWSEROPEN
Turns on the mechanical browser.
NoneToolbutton
NoneMenu
50 | Chapter 3 New and Revised Commands
Typically invoked when the Structure workspace is turned on.
AMBROWSERCLOSE
Turns off the mechanical browser.
Typically invoked when workspaces other than the structure workspace is
turned on.
AMSCATALOGOPEN
Turns on the mechanical browser.
AMBROWSEROPENCommand
NoneToolbutton
NoneMenu
AMBROWSERCLOSECommand
NoneToolbutton
NoneMenu
AMSCATALOGOPENCommand
Typically invoked when the Structure workspace is turned on.
AMSCATALOGCLOSE
Turns off the mechanical browser.
Typically invoked when workspaces other than the structure workspace is
turned on.
NoneToolbutton
NoneMenu
AMSCATALOGCLOSECommand
AMBROWSERCLOSE | 51
AMSNAVMODE
Toggles the design navigation mode on or off.
NoneToolbutton
NoneMenu
AMSNAVMODECommand
CTRL - DShortcut Key
While the Design Navigation Mode is on, when you move the cursor
through model space, each component the cursor moves over highlights (in model space as well as in the mechanical browser) and a tootip displays the hierarchical structure of the component.
52 | Chapter 3 New and Revised Commands
Design and Annotation Tools
The tutorials in this section teach you how to use AutoCAD
Mechanicals design, annotation and productivity tools. The
lessons include step-by-step instructions and helpful
illustrations. You learn how to work with templates and layers,
mechanical structure, model space and layouts, dimensions,
steel shapes, bills of material (BOMs) and parts lists.
Instructions on how to prepare your designs for final
documentation are also included.
®
In this part
Working with Templates
Using Mechanical Structure
Working with Layers and
Layer Groups
Designing Levers
Working with Model Space
and Layouts
Dimensioning
Working with 2D Hide and
2D Steel Shapes
Working with Standard
Parts
Working with BOMs and
Parts Lists
Creating Shafts with
Standard Parts
Calculating Shafts
53
54

Working with Templates

4
In this tutorial, you learn about the predefined templates and
how to create your own user-defined templates in AutoCAD
Mechanical.
In this chapter
®
Key Terms
Working with Templates
55

Key Terms

DefinitionTerm
base layer
layer group
part layers
template
A layer made up of working layers and standard parts layers. Base layers are re­peated in every layer group.
A group of associated or related items in a drawing. A major advantage of working with layer groups is that you can deactivate a specific layer group and a complete component. The drawing and its overview are enhanced with a re­duction in regeneration time.
A layer where the standard parts are put. All standard parts layers have the suffix AM_*N.
A file with predefined settings to use for new drawings. However, any drawing can be used as a template.
The layer where you are currently working.working layer

Working with Templates

In AutoCAD Mechanical, you can use templates (*.dwt files) to create drawings.
Predefined templates, which contain settings for various drawings, such as am_iso.dwt or am_ansi.dwt, are supplied with AutoCAD Mechanical. You can create your own templates, or use any drawing as a template. When you use a drawing as a template, the settings in that drawing are used in the new drawing.
Although you can save any drawing as a template, prepare templates to include settings and drawing elements that are consistent with your company or project standards, such as the following items:
unit type and precision
drawing limits
snap, grid, and ortho settings
layer organization
56 | Chapter 4 Working with Templates
title blocks, borders, and logos
dimension and text styles
linetypes and lineweights
If you start a drawing from scratch, AutoCAD Mechanical reads the system defaults from the registry. The system defaults have a predefined standard.
If you create a new drawing based on an existing template and make changes to the drawing, those changes do not affect the template.
To begin working with templates immediately, you can use the predefined template files stored in the acadm\template folder.
However, for this tutorial you create your own template.
If you are using Windows Vista and if UAC (User access Control) is enabled, in order to complete the exercices in this chapter, you must log on as a full administrator. Logging on as a user with administrator privileges is not sufficient, you must log on using the built in administrator account.
Setting Up Starting Layers
Each time you start AutoCAD Mechanical, layer 0 is active. Since layer 0 does not belong to the Mechanical layers, it is not displayed in the Layer Control dialog box of AutoCAD Mechanical if you select Mechanical Layer in the Show field.
It is required that you specify the mechanical layer AM_0 as the default starting layer.
To specify a starting layer
1 Start the Layer Control command.
Toolbutton
Menu
2 In the Layer Control dialog box, Layer Control tab, select the layer AM_0
and then choose Current.
Assist Layer/Layergroup Layer/Layer Group Control
AMLAYERCommand
Setting Up Starting Layers | 57
Choose OK.
The layer AM_0 is active, as you can see in the toolbar:
Setting Mechanical Options
In the Options dialog box, you can specify general settings for AutoCAD Mechanical, Autodesk® Mechanical Desktop®, and AutoCAD®. Tabs that affect settings for either Mechanical Desktop or AutoCAD Mechanical, or both, have an AM prefix. Use the arrows at the right end of the tab bar to move left and right through all of the available tabs.
When you start the AutoCAD Mechanical application, mechanical structure is enabled by default. Although this setting is not stored in templates, disable mechanical structure for this exercise.
To set mechanical options
1 Start the Mechanical Options command.
58 | Chapter 4 Working with Templates
Menu
Assist Options
OPTIONS or AMOPTIONSCommand
2 In the Options dialog box, AM:Structure tab, clear the Enable Structure
check box, and then choose Apply.
3 On the AM:Standards tab, specify:
Standard: ISO
Measurement: Metric
Model Scale: 1:1
Choose OK.
NOTE All settings in this dialog that are stored in the drawing (template) are
marked with this icon: The current standard and all related settings are listed in the right section.
Setting Mechanical Options | 59
Specifying Drawing Limits
Specify the drawing limits according to size A0 (840 x 1188 mm). This limits your drawing space to the specified size.
To specify the drawing limits
1 Start the Drawing Limits command.
Menu
2 Respond to the prompts as follows:
Specify lower left corner or [ON/OFF] <0.00,0.00>: Press ENTER
Specify upper right corner <420.00,297.00>: Enter 841, 1189, press
ENTER
The limits are expanded to A0 format.
Saving Templates
Save the previously changed drawing as a template.
To save a template
Assist Format Drawing Limits
LIMITSCommand
1 Start the Save As command.
Menu
2 In the Save Drawing As dialog box, specify:
Files of type: AutoCAD Mechanical Drawing Template (*.dwt)
File name: my_own_template
File Save As
SAVEASCommand
60 | Chapter 4 Working with Templates
Choose Save.
3 In the Template Description dialog box, specify:
Description: Tutorial Template
Measurement: Metric
Choose OK.
4 Close the drawing.
Menu
File Close
CLOSECommand
Saving Templates | 61
Using Templates
Use the previously created template to start a new drawing.
To open a template
1 Start the New command.
Toolbutton
Menu
2 In the Select template dialog box, select my_own_template.dwt, and then
choose Open.
Start the new drawing using the settings of the previously saved template.
File New
NEWCommand
Setting Default Standards Templates
Specify your template as the default template.
62 | Chapter 4 Working with Templates
To set a default template
1 Start the Mechanical Options command.
Menu
2 In the Options dialog box, AM:Standards tab, choose Browse.
Assist Options
AMOPTIONSCommand
3 In the Open dialog box, select my_own_template.dwt, and then choose
Open.
4 In the Options dialog box, choose OK.
The template my_own_template is used as the default standards template until you specify a different default template.
NOTE The default standards template is used if a drawing does not contain any AutoCAD Mechanical configuration. If a drawing already contains AutoCAD Mechanical configuration data, or a new drawing has been created using an AutoCAD Mechanical template, the default template does not affect the drawing.
This is the end of this tutorial chapter.
Setting Default Standards Templates | 63
64

Using Mechanical Structure

In this tutorial, you learn how to use mechanical structure in
AutoCAD® Mechanical. You learn how to work with folders,
components and component views. You also review the bill
of materials, restructure components and resolve ghost
components. You learn how to insert components from
external files, edit in-place, localize external components and
externalize local components.
5
In this chapter
Key Terms
Working with Mechanical
Structure
Folders
Selection Modes
Mechanical Browser
Display Options
External Reference
Components
Annotation Views
Associative Hide
65

Key Terms

DefinitionTerm
annotation view
associative
mechanical browser
component
component view folder
definition
elemental geometry
folder
A folder that contains one or more component views dedicated to annotating and detailing parts and subassemblies.
In mechanical structure, the implication that a change to one instance of a definition is reflected in all other instances of that definition, including the definition itself.
A browser that contains the hierarchy of components, component views, an­notation views, and folders of a given mechanical structure.
A browser placeholder and identification for the component type. A component is analogous to the manufacturing units of parts and assemblies.
A folder nested under a component that contains the geometry for a particular view of that component.
A description of a folder, component, or view that AutoCAD Mechanical saves in the database, similar to a block definition.
The graphical elements of a drawing that represent the shape and size of a part or assembly.
A folder that contains any drawing item that does not have a dedicated or default folder preprogrammed in mechanical structure.
A unit of elemental geometry.free object (as used in the Create Hide Situ­ation dialog box)
geometry
The graphical elements of a drawing that represent the shape and size of a part
or assembly.
Geometry that is included in a hide situation.hidden geometry
66 | Chapter 5 Using Mechanical Structure
DefinitionTerm
An iteration of a definition as it appears in mechanical structure.instance
object
occurrence
Used variously to describe any item in mechanical structure, whether a compon­ent, folder, or geometry.
Placement of a component, usually in multiple-level assemblies, where a com­ponent is replicated as a result of multiple placements of a single part or sub­assembly.

Working with Mechanical Structure

Mechanical structure is a set of tools used to organize data for reuse. Structure is graphically represented by a tree called the mechanical browser.
In this chapter, you learn how to use mechanical structure by working through simple demonstrations. First, you must create a new drawing and enable mechanical structure.
Working with Mechanical Structure | 67
Enabling Mechanical structure
To enable mechanical structure
Click the STRUCT status bar button and latch it down to enable mechanical
structure.
To display the mechanical browser
1 If the mechanical browser is not visible, in the command line, enter
AMBROWSER.
2 When prompted, enter ON.

Folders

The basic element of mechanical structure is the folder. A folder is similar to a block in that it has a definition that can be instanced multiple times. Like a block, the definition is stored away in the nongraphical area of the drawing. Similar to blocks, any change you make to the folder definition is reflected in all instances of that folder.
Creating Folders
1 Use the Circle tool to create a circle. The size and proportions are not
important.
2 Use the Rectangle tool to draw a rectangle around the circle.
3 Right-click anywhere in the browser, and select New Folder.
4 Respond to the prompts as shown:
Enter folder name <Folder1>: Press ENTER
Select objects for new component view:
Select the circle and then the rectangle and press ENTER
Specify base point: Pick the lower left corner of the rectangle
68 | Chapter 5 Using Mechanical Structure
Modifying Folders
While folders are similar to blocks, there are significant differences. The most significant, is that the contents of a folder remain editable without the need for a special editing mode like REFEDIT.
To grip edit the circle
1 Continue clicking the circle until you see the word CIRCLE in the tooltip
window.
2 Select a grip, drag and then click.
If a folder's contents are selectable, how do you select the folder? This is where the tooltip comes in. You select folders (and other elements of structure) by cycling through a selection, and the tooltip tells you what you are selecting. In the next exercise, you copy the folder to demonstrate structure selection.
To copy the folder
1 Press ESC to clear any preselection.
2 In the command line, enter -COPY and press ENTER.
Modifying Folders | 69
3 Continue clicking the circle until you see the word Folder1:1 in the tooltip
window.
4 Press ENTER to complete selection, then pick points to finish the copy.
5 Press ESC to finish.
The mechanical browser shows a second instance of the folder (Folder1:2), implying that you copied the folder, not just the contents.
In the next exercise you modify the contents of a folder to demonstrate that modifying one instance of a folder updates both.
To edit an instance
1 Continue clicking a circle until you see the word CIRCLE in the tooltip
window.
2 Press DELETE. Note how the circle is deleted from both instances.
Next, you add new geometry to a folder. Before you add geometry you must activate the folder to make it the active edit target. This ensures that geometry is added to the folder and not to model space.
To activate and add geometry
1 In the browser, right-click Folder1:1 and select Activate. The geometry
that does not belong to this folder is dimmed out.
70 | Chapter 5 Using Mechanical Structure
2 Use LINE to draw two diagonal lines from corner to corner on the
rectangle. Note that the lines appear in the other instance as soon as the command is completed.
3 Double-click a vacant area in the browser to reset activation.
Nesting Folders
Like blocks, folders can be nested. However, a folder cannot be nested within itself, which is about the only restriction on folder nesting.
1 Draw a small circle in the lower triangle in the second instance of the
folder.
2 Draw a line from the center of the circle to the 3 oclock quadrant of the
circle.
3 In the browser, right-click Folder1:2 and select New Folder.
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4 Respond to the prompts as shown:
Enter folder name <Folder2>: Press ENTER
Select objects for new component view:
Select the circle and then the line and press ENTER
Specify base point: Select the center of the circle.
5 Expand Folder1:1 and Folder 1:2 and verify that a nested folder was
created.
6 In the browser, right-click Folder1:2 again and select Insert Folder.
7 Respond to the prompts as below:
Enter folder name to insert or [?] <?>: Enter Folder2 and press ENTER
Specify the insertion point or [Base point/Rotate 90]:
Click in the triangle on the right, in the second instance of Folder1
Specify rotation angle <0>: Enter 45 and press ENTER
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Notice that when you added the nested folders, both instances updated, just like when you added the lines. Folder2:1 was created as a child of Folder1:2 because we chose New Folder from its context menu, and Folder2:2 was inserted into Folder1:2 for the same reason. Note that as with blocks, you were able to rotate the folder instance on insertion.
Instance vs. Occurrence
To finish with folders, you inspect a few browser functions such as visibility and property overrides. While performing these exercises you learn the difference between instances and occurrences.
To override properties
1 In the browser, right-click Folder1:1 and select Property Overrides.
2 In the Property Overrides dialog box, select the Enable overrides check
box.
3 Select the Color check box, The default color changes to red.
4 Click OK.
Note how the entire instance, inclusive of the nested folders is now red. Also note how the color change did not have an effect on Folder1:2.
5 In the browser, right-click Folder1:1 again, and select Property Overrides
6 In the Property Overrides dialog box, clear the Enable overrides check
box, and click OK.
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7 In the browser, right click Folder1:1 Folder2:1 and select property
overrides.
8 Apply a color override of red to the folder.
The subfolder you selected is now red, but the other subfolder is not. Notice that the same subfolder is red in Folder1:2. This is because property overrides are instance-based. When you look at visibility you will understand why this matters.
To apply visibility overrides
1 In the browser, right-click Folder1:1 and select Visible. The entire folder
is now invisible.
2 In the browser, right-click Folder1:1 and select Visible. The folder is visible
again.
3 In the browser, right-click Folder1:1\Folder2:2 and select Visible. Notice
that unlike the property overrides, both instances of Folder2 are visible in Folder1:2. That's because visibility is occurrence-based.

Selection Modes

The three status bar buttons next to the STRUCT status bar button control the different selection modes.
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FunctionButton
BTM-UP/TOP­DN
R-LOCK
S-LOCK
Switches the structure selection order between bottom­up and top-down.
Switches the Reference Lock on and off. When the Refer­ence Lock is on, you cannot select entities in an external folder or view (more on this later).
Switches the Selection Lock on and off. When the Selection Lock is on, selection is restricted to the active edit target and below.
The next two exercises demonstrate the behavior of the BTM-UP/TOP-DN and S-LOCK selection modes.
To select items when the selection mode is set to top-down
1 Press ESC to clear any selections.
2 Click the BTM-UP/TOP-DN button and ensure that the text on the button
reads TOP-DN.
3 Click one of the circles in Folder1:1. Note the tooltip indicates that you
selected the folder, Folder1:1, and not the circle.
4 Click the circle again. Note the tooltip indicates that you selected the
nested folder.
5 Click the circle again. Note the tooltip indicates that you have finally
managed to select the circle.
6 Click the circle again. Selection cycles to Folder1:1 again.
When the selection mode is set to top-down, the selection sequence begins at the topmost level and ends with the elemental geometry. When the selection mode is set to bottom-up the selection begins with the elemental geometry.
You may want to set the selection mode and repeat the exercise to verify the behavior of the selection modes under the bottom-up.
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To select items when S-LOCK is on
1 Press ESC to clear any selections.
2 In the browser, double-click Folder1:1 to activate it.
3 Click the S-LOCK button and latch it down to turn on the selection lock.
4 Click one of the circles in Folder1:2. Note that the circle is no longer
selectable.
5 Click one of the circles in Folder1:1. Grips appear, indicating that selection
is possible.
6 Double-click the root of the mechanical browser tree to reset activation.
7 Close the drawing. You can save the drawing, if required.
Components and Component Views
You may notice that folders provide some useful features, but they're probably not different enough from blocks to convince you to change over to the structure paradigm. The potential of mechanical structure begins to be revealed when you start dealing with components and component views.
Component Views are basically folders with some extra rules that make them more suitable for mechanical design. You typically need more than one view to fully describe a part or assembly. Folders (and blocks before them) don't offer any mechanism other than naming to associate multiple views of the same part. Components and views solve this by allowing you to collect multiple folders (component views) under a single Component.
A component can be a part or assembly, based on its contents (if a component contains another component, then it's an assembly). The component also gives you a place to store attributes like description and material. Components don't actually contain geometry; they just group the views that contain the geometry. This will begin to make more sense when you create some components and component views.
Creating Part Components
1 Start a new drawing and draw a long thin rectangle (the edge view of a
plate).
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2 Draw a second rectangle, above the first, having the same width (the top
view).
3 Right-click anywhere in the browser, and select New Component.
4 Respond to the prompts as shown:
Enter new component name <COMP1>: Press ENTER
Enter new view name <Top>: Press ENTER
Select objects for new component view:
Select the larger rectangle and press ENTER
Specify base point: Pick the lower left corner of the rectangle
Note that the mechanical browser now displays the component COMP1:1 and that it contains the component view; Top, below it.
To add a new view to a component
1 In the browser, right-click COMP1:1 and select New Component
View.
2 Accept the default name for the component view.
3 Select the smaller rectangle and press ENTER.
4 To specify a base point, click the lower left corner of the rectangle. Note
that the new component view, Front, was added to the component COMP1:1
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Creating Assembly Components
You now have two component views; Front and Top, and they are grouped together in the browser by COMP1:1. In the next exercise, you insert another instance of COMP1 and assemble the two components (parts) in an L shape.
To insert a new instance of a component
1 In the browser, right-click a vacant area, and select Insert Component.
2 Respond to the prompts as shown:
Enter component name or [?] <?>: Enter COMP1 and press ENTER
Enter component view name or [?] <Top>: Enter Front and press ENTER
Specify the insertion point or [Base point/Rotate 90]:
Pick point 1, the top left corner of the larger rectangle
Specify rotation angle <0>: Press ENTER
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3 In the browser, right-click COMP1:2 and select Insert Component
View Top.
4 Respond to the prompts as shown:
Specify the insertion point or [Base point/Rotate 90]:
Pick point 2, the lower left corner of the front view of COMP1:1
Specify rotation angle <0>: Press ENTER.
To assemble components
1 Right-click anywhere In the browser, and select New Component.
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2 Respond to the prompts as shown:
Enter new component name <COMP2>: Enter ASSY and press ENTER
Enter new view name <Top>: Enter Front and press ENTER
Select objects for new component view:
Select COMP1:1 (Front) and COMP1:2 (Top) and press ENTER
To select a component view instead of the geometry, continue clicking the geometry until you see the component view name in the tooltip window. If you accidentally select the wrong view, you can cancel the selection by selecting the view again with the SHIFT key pressed.
Specify base point: Pick the lower left corner of the combined view.
The Component Restructure dialog box is displayed.
3 In the Destination Components list, right-click a vacant area, and select
Create New View.
4 Respond to the prompts as shown:
Enter new view name <Top>: Press ENTER
Select objects for new component view:
Select COMP1:1 (Top) and COMP1:2 (Front) and press ENTER
Specify base point: Pick the lower left corner of the combined view
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Modifying Assembly Components
As you work, you can continue to add views as needed. To demonstrate this, in the next exercise, you add a side view of this assembly.
To add a component view
1 Draw a rectangle representing the side view of the first instance of COMP1.
2 In the browser, right-click ASSY:1 and select New Component View.
3 Respond to the prompts as follows:
Enter new view name <Right>: Enter Side and press ENTER
Select objects for new component view:
Dont pick anything - just press ENTER
Specify base point: Pick the lower left corner of the rectangle
4 In the browser, right-click COMP1:1 and select New Component
View.
5 Respond to the prompts as shown:
Enter new view name <Right>: Enter Side and press ENTER
Specify parent view or [?] <Front>: Enter Side and press ENTER
Select objects for new component view:
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Pick the rectangle and press ENTER
Specify base point: Pick the lower left corner of the rectangle
6 In the browser, right-click COMP1:2 and select Insert Component
View Side.
7 Respond to the prompts as shown:
Specify parent view or [?] <Front>: Enter Side and press ENTER
Specify the insertion point or [Base point/Rotate 90/nextView]:
Enter R and press ENTER
Specify the insertion point or [Base point/Rotate 90/nextView]:
Pick a place close to the other view
Specify rotation angle <90>: Press ENTER
8 Move the view into the correct position.
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In the next exercise, you add a component to the assembly to demonstrate the ability to add a component after the assembly is created.
To add a component
1 Draw a circle on the top view of the assembly.
2 In the browser, right-click ASSY:1(Top) and select New Component.
3 Respond to the prompts as shown:
Enter new component name <COMP2>: Press ENTER
Enter new view name <Top>: Press ENTER
Select objects for new component view: Select the circle and press ENTER
Specify base point: Click the center of the circle
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4 Draw a rectangle representing the projected view in the front view of the
assembly
5 In the browser, double-click ASSY:1 Top to activate that view
6 Right-click COMP2:1 and select New Component View.
7 Respond to the prompts as shown:
Enter new view name <Front>: Enter Side and press ENTER
Specify parent view or [?] <Front>: Press ENTER
Select objects for new component view:
Select the rectangle and press ENTER
Specify base point: Pick the midpoint of the lower edge of the rectangle
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8 In the browser, double-click ASSY:1 Side to activate it.
9 Ensure that S-LOCK is off and copy COMP2:1(Side) and position it in the
side view.
To select a component view instead of the geometry, continue clicking the geometry until you see the component view name in the tooltip window
10 In the Component View Instance created dialog box, select Existing in
the last column.
11 Double-click a vacant area to reset activation.
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Using Folders with Component Views
When folders are used in conjunction with component views, you can do several useful things. This section shows two examples.
You can use folders to contain drawing items that would otherwise not be accounted for with a default component view folder.
In the following example, a folder, Groove:1, was created to contain the upper groove and arrayed to create the others. Because the groove is implemented as a folder, it does not have an impact on the BOM. Modifying one of the grooves results in all grooves being updated.
In the following example, a folder, Profile:1, was created to contain the upper-wheel profile. Profile:2 is another instance of this folder, created by mirroring Profile:1. Changing one profile automatically updates the other. The wheel component was created after the Profile folders. The design intent is captured and organized with these folders.

Mechanical Browser Display Options

The mechanical browser shows the hierarchical organization of components within a drawing. In this section, you use browser options to show data in different ways to get a better understanding of components and component views.
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The default view of the mechanical browser shows the hierarchical organization of components as well as indicates which component owns a given component view.
To show the View Tree and Component Tree
1 Right-click the root node of the mechanical browser and select Browser
Options.
2 In the View Tree section, select the Display Tree check box.
3 In the Component Tree section, clear the Component Views check box.
4 Click OK.
5 Right-click a vacant area in the browser and select Expand All.
In this view, the hierarchy of components as well as views are shown.
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To show both default and expandable assembly views
1 Right-click the root node of the mechanical browser and select Browser
Options.
2 In the Component Tree section, select the Component Views check box.
3 Click OK.
In this view, the mechanical browser shows the hierarchy of components, component views as well as indicates which component owns a given component view. In practice, you can work with the view settings that makes most sense to you.
Mechanical Browser and Bombs
Components not only group component views, they hold bills of material (BOM) attributes as well. In the next exercise, you insert a parts list and in the process, explore the BOM of the simple assembly you created.
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