Lesson11-Datum Features PDF

Lesson
11 Datum Features
12
Purpose
This lesson will define datum plane and datum axis features.
Objectives
Upon completion of this lesson, you will be able to:

• Create a Datum Plane.
• Create a Datum Axis.
• Use datum features to position other features.
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Datum Features
Datum Feature Overview

Datum features are construction tools that assist in the creation of solid
features and sketches in locations and orientations where planar placement
faces do not exist or as associative linear objects. Datum Features may be
12
created relative to an existing solid model or fixed in model space.
In the case where a hole must pierce a cyli nder to a certain depth from the
outside of the cylinder, a construction tool is necessar y. This tool is needed
because the hole feature requires a planar placement face for creation rather
than the cylindrical face of the base solid.
Datum Features may be accessed from the General Datums and Points menu
in the Feature Operation toolbar or by choosing Insert? Datum/Point.
1 1- 2 Modeling NX4 ©UGS C or poration , All Rights Reserve d br10050_g NX 4

Datum Features
Datum Planes
The datum plane option allows a planar reference feature to be created that
has many uses. 12
• To define a sketch plane.
• To serve as the planar placement face for the creation of form features
(i.e. hole, slot, pad, boss, pocket).
• As a target edge for positioning features.
• As a horizontal or vertical reference.
• For the mirror plane when using Mirror Body and Mirror Feature.
• To define the start or end limits when creating extruded and revolved
features.
• To trim a body.
• To define positioning constraints in assemblie s.
• To help define a relative Datum Axis.
Relative Datum Planes

A relative datum plane is created in reference to other objects in your model.
You can use curves, faces, edges, points, and other datums as reference objects
for datum planes. There is a wide range of methods you can use to create
relative datum planes.
Fixed Datum Planes
Fixed datum planes do not reference and are not constrained by other
geometric objects. There are methods you can use to create fixed datum
planes based on the WCS and Absolute coordinate systems and by using
coefficients in an equation. You can also use any of the relative datum plane
methods to create fixed datum planes by turning off the Associative option in
the Datum Plane dialog.

Datum Features
Creating Relative Datum Planes
The Datum Plane dialog provides several methods to define a plane. Since
Inferred Plane is the default, you can immediately begin selecting objects in
12 the graphics window and the type will be inferred. As you select objects, a
preview of the datum is displayed in the graphics window.
You can also select the objects first and then choose the Datum Plane
option. The constraints will be inferred from the selected objects and
a preview is displayed.
While the datum plane is previewed, you can specify new constraints and
objects or change the parameters using drag handles displayed in the
graphics window.

Datum Features
Cycle Solution
This option allows you to cycle through alternate solutions when more than
one type of datum plane can be created, based on the object selections and 12
constraints.
Flip Direction
The datum plane preview displays an arrow conehead in its center that
points in the direction of the plane normal. You can change this direction by
choosing this option or using MB3→ Reverse Direction on the conehead.

Datum Features
Common Datum Plane Types
The following are the common datum plane creation methods that will be
covered in this lesson:
12 • Offset Parallel and at a Distance
• Centered Between Two Faces or Planes
• Through the Axis of a Cylindrical Face
• At an Angle to Face or Datum
• Tangent to a Cylindrical Face
• Through Three Points
• Through a Point on a Curve
• Through a Point and at a Specified Direction

Datum Features
Offset Parallel and at a Distance
• Choose the Datum Plane icon. (Insert? Datum/Point? Datum Plane)

12
• Select a planar face. A preview of the datum plane displays, with an offset
drag handle.
• Do one of the following:

– Choose OK to accept a value of 0 (zero).
– Key in an Offset value, press Enter, and choose OK.
– Select the handle, drag the datum plane to the desired location and
choose OK.

Datum Features
Centered Between Two Faces or Planes (Bisector Plane)

12
• Select a planar face. A preview of an offset datum plane displays.
• Select a second planar face. A preview of the bisector plane is displayed.
• Choose OK.

Datum Features
Through the Axis of a Cylindrical Face

12
• Select the cylindrical axis symbol of the cylindrical face in the graphics
window.
• Choose OK.

Datum Features
At an Angle to a Face or Datum Plane and Through an Edge or Axis

12
• Select the edge through which the datum plane is to pass. You may choose
the axis of a cylinder instead of an edge.
• Select the planar face or datum plane that the angle will reference.
• Do one of the following:

– Key in a value for the angle (in degrees), press Enter, and choose OK.
– Select the rotation drag handle and drag the datum plane to the
desired angle and choose OK.
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Datum Features
Tangent to a Cylindrical Face and Through a Point

12
• Select the cylindrical face.
• Turn on the Point on Curve option in the Snap Point toolbar.
• Select an edge of the cylinder.
• Drag the point to the desired location.
• Choose Cycle Solution until the correct tangent datum plane is

previewed.
• Choose OK.
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Datum Features
Tangent to a Cylindrical Face and At an Angle to a Face/Plane

• Establish a planar reference. This could be an existing face/plane or a
new datum plane could be created as follows:
12
– Choose the Datum Plane icon.
– Select the cylindrical axis symbol.
– Choose OK.
• Choose the Datum Plane icon.
• Select the cyli ndrical face (not on the axis).
• Select the previously created datum plane.
• Choose Cycle Solution until the correct tangent datum plane is

previewed (parallel, perpendicular, or at an angle).
• Choose OK.
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Datum Features
Through Three Points
• Set the Snap Point toolbar as desired.

12
• Select three points. A preview of the datum plane is displayed.
• Choose OK.
If it is difficult to select points using the Inferred Plane mode, you can
choose the Curves and Points option in the Datum Plane dialog to
prevent the selection of other inferred object types.
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Datum Features
Through a Point on a Curve

12
• Choose the Plane on Curve type.
• Select a point on a curve or edge. A preview of the datum plane is

displayed, with the point on curve marked with a handle.
You can alter the datum plane by dragging the handle of the point to
change its position along the curve or keying in a Location value.
• Choose Cycle Solution until the desired datum plane (tangent,

normal, binormal) is previewed.
• If, in addition to the curve, you select another face or linear edge, the
direction of the datum plane is defined based on this second object as
follows:
– for a planar face, the datum plane is made parallel to the object.
– for a linear edge, the datum plane is made normal to the object.
– for a non-planar face, the datum plane is made parallel to the tangent
plane at the closest point on the surface.
• Choose OK or Apply to create the datum plane.

Datum Features
Through a Point and at a Specified Direction

12
• Choose the Point and Direction option.
• Select a point.
• Use the Vector option menu to define a direction, or accept the default. A
preview of the datum plane is displayed.
• Choose OK or Apply to create the datum plane.
In the example below, a point was defined at the arc center of the hole and a
direction was defined using the Vector Constructor dialog.

Datum Features
Activity — Creating Relative Datum Planes
In this activity, you will create relative datum planes that are associated
to a solid model.
12
Step 1: Open the datum_ref_1 part.
Step 2: Start the Modeling application.
Step 3: Create a Datum Plane Offset at a distance of 1 inch above the

upper face of the block.
Choose the Datum Plane icon.

(Insert→Datum/Point→Datum Plane)

Datum Features
Select the top face of the block (1) and confirm the selection if
necessary.
12
A preview of the Datum Plane is displayed along with an Offset

entry field. A direction vector points normal to the face and
represents the positive offset direction.
Key in an Offset value of 1 and press Enter.
Choose Apply (Ctrl-MB2).
Step 4: Create a second datum plane through three points.

Datum Features
The secon d datum plane will be created diagonally through the

block. The Datum Pla ne dialog should still be displayed.
12 In the Snap Point toolbar, verify that Control Point is
turned on and Point on Curve is turned off.
Select the first point (1) and confirm any of the edges. Any of
the edges are acceptable because they share the end point.
Carefully select each of the two midpoints (2 & 3).
Choose Apply. (Ctrl-MB2)

The datum plane is created and positioned through the three
selected points. The relationship of this datum plane through
the points will remain if the block parameters are changed.
Step 5: Create the third datum plane midway between the left and right
faces.

Datum Features
The Datum Pla ne dialog should still be displayed.
Select the right planar face (1).
12
Select the left planar face (2).
Choose OK (MB2).
The datum plane is created and located at the center of the
part and is parallel to the faces selected.
Step 6: Edit the block to verify the parametric relationship of the datum
planes to the block.
With the cursor over the blo ck in the graphics window, press
MB3 and choose Edit Parameters.
Choose Feature Dialog.

Datum Features
Key in the following parameters:
X Length = 2
Y Length = 2
12 Z Length = 5
Choose OK.
The revised values are displayed in the graphics window. The
feature may still be modified without updating the model.
Choose OK in the Edit Parameters dialog to complete the

change.
Fit the view.

(MB3→Fit)
The constraints applied to the datum planes at the time of
creation continue to control the positioning of the datum planes
after the block is edited.
Step 7: Close the part.

Datum Features
Selecting and Using Datum Planes
To select a datum plane in the graphics window, the selection ball must be
placed over one of its displayed boundaries.
Form features created using datum planes as the planar placement face are 12
created normal to the datum plane. These features are initially located in the
center of the datum pla ne by default and will remain there if no positioning
dimensions are specified. If positioning dimensions are specified, the feature
will be moved to the constrained position.
When a datum plane is selected for the planar placement face, a direction
vector is displayed showing the side of the datum plane on which the feature
will be created. An option is available to reverse the direction when creating
the feature.
Editing Datum Planes

To edit the constraints or parameters of a datum plane, use any of the
following methods:
• With the cursor over the datum plane boundary, choose
MB3? Edit Parameters or MB3? Edit with Rollback.
• Double-click on a datum plane boundary (The default action is Edit with

Rollback).
• Choose MB3? Edit Parameters in the Part Navigato r.
• Choose Edit? Feature? Edit Parameters and select the datum plane.
• Choose the Edit Feature Parameters icon in the Edit Feature toolbar.
To edit the size of a datum plane, you can drag one of the handles along
its boundaries. These handles appear when previewing the datum during
creation and when editing its parameters.

Datum Features
Deleting Datum Planes
Use any of the following methods to delete a datum plane.

• Choose Edit? Delete
12
• With the cursor over the datum plane boundary, choose MB3? Delete.
• Select the datum plane from the graphics window and either press the
Delete key on your keyboard or choose the Delete icon.
• Choose MB3? Delete in the Part Navigato r.
Positioning Features to Datums

When positioning a feature or sketch to a datum plane or axis, you cannot use
positioning dimensions that constrain a point to a point, such as a Horizontal,
Vertical, and Parallel dimensions. You can only use dimensions that constrain
a point to a line, such as a Perpendicular dimension, or a line to a line, such as
a Parallel at a Distance dimension.
If a datum plane is selected, the system projects the datum plane until it
intersects with the planar placement face of the target solid. The intersection
between the datum plane and the target face forms a line, which is used
to constrain the feature or sketch.
The method used to position features should be dictated by the design

intent. Construction of datum features can aid in the application of
positioning dimensions by making design intent easier to achieve.

Datum Features
Activity — Cylindrical Fa ces a nd Dat u m Planes
In this activity, you will create relative datum planes associated to a

cylindrical face.
Step 1: Open the datum_ref_2 part. 12
A hole is required through the cylindrical face at the bottom of

the part, centered in the feature. Relative reference features are
required to accomplish this task.
Step 3: Create a Datum Plane through the feature axis, at an angle to

the existing plane of 90 degrees.


Datum Features
Move the cursor over the outside cylindrical face of the feature
at the bottom of the part and select the cylindrical axis symbol.
12
Select the existing Datum Plane.
Choose Apply to accept the default value of 90 and create the

datum plane. (Ctrl-MB2)
Step 4: Create a datum plane tangent to the outside of the same cylindrical
face to use as a placement face for the hole feature.
The Datum Pla ne dialog should still be displayed.
Select the cylindrical face of the feature at the bottom of the

part.
Select the original Datum Plane.

Datum Features
Choose Cycle Solution until the new tangent datum

plane is in the orientation shown belo w.
12
Choose Apply to create the datum plane. (Ctrl-MB2)
Step 5: Create a center datum plane.

Select the two faces shaded below.
Choose OK to create the datum. (MB2)
Step 6: Create a hole.

Datum Features
Choose the Hole icon. (Insert→Design Feature→Hole)
Choose Simple.
12
Specify a Diameter of 10.
Select the tangent datum plane as the placement face (1).
Ensure that the tool solid for the hole is pointing into the part.
Select the datum plane (2) at the center of the part as the
thru face.
Choose OK.
Use Point onto Line positioning to locate the hole centered

on datum planes (3) and (4).
Step 7: Move the datum planes to another layer.

Choose Format? Move to Layer.

Datum Features
Select all the datum planes.
Choose OK.
Key in 62 and choose OK. 12

The newly created hole will remain centered in the part due to
its relationship with the datum planes that are constrained to
the solid body.

Datum Features
Activity — Creating a Feature on a Relative Datum Plane
In this activi ty, you will create a relative datum plane and use it as a
placement plane for a hole feature.
12 Create a simple hole at an angle which can be controlled
parametrically.
If the part was opened recently, you can choose

File? Recently Opened Parts and select the part from
a short list rather than the Open Part File dialog. The
Recently Opened Parts list may contain up to ten parts
that have been opened in the current or previous sessions.
Step 3: Create a datum plane through an edge and at an angle to a face.


Datum Features
Select the right edge (1, not the mid point) and confirm the
selection if necessary.
Make sure Point on Curve is turned off in the Snap

Point toolbar.
12
Select the top face (2), and confirm the selection if necessar y.
Key in and Angle of 20 and press Enter.
Choose OK (MB2) to create the datum plane.

A datum plane is created at the speci fied angle from the top
face and passes through the selected edge.
Step 4: Create the hole normal to the datum plane.

Datum Features
Choose Simple for the hole type.
Key in .5 for the diamete r.
12 Select the boundary of the newly created datum plane for the
placement face.
Select the bottom face (1) of the block as the Thru Face.
Choose OK. (MB2)

Features are initially located in the center of the datum plane.
If no other positioning dimensions are specified, the hole will
stay in this position. In this case, the hole will be positioned to
the front and right edge of the model.
The Perpendicular icon is already selected for the first

positioning dimension.

Datum Features
Select the edge of the block shown (1), as the target edge.
12
Key in .75 as the positional expression value.
Select the edge of the block shown (1), as the target edge.

Datum Features
Accept the value of 2.0 by choosing MB2.

The hole is positioned to the newly constrained location.
12
Step 5: Modify the angle parameter of the datum plane.

Double-click on the datum plane.
Change the angle from 20 degrees to 75 degrees.
Choose OK. (MB2)
Try 80 and 90 degrees. Can you explain the results?

Datu m Features
Activity — Creating a Hole C o r ner to Corner
In this activi ty, you will create a relative datum plane using the Point and
Direction option.
The intent is to create a hole feature that goes through one corner of a 12
block and comes out the opposite corner and maintains associativity.
Step 1: Open the seedpart_mm part and save it as ***_hole_corners,

where *** represents your initials.
Step 3: Create a block that is 200 x 100 x 100 on layer 1.
Step 4: Change the work layer to layer 61.
Step 5: Create a datum plane with the point and direction method.

Choose Point and Direction.
Select the end point (1) as shown to define a point on the datum
plane.

Datum Features
Set the Vector Method to Two Points.
12
Select the end points (1 & 2) shown below.
Choose OK (MB2).
Step 6: Create a simple hole perpendicular to the datum plane, through

the block.
Fit the view.
Choose Simple for the hole type.
Key in a diameter value of 25.

Datum Features
Select the datum plane (1) as the placement face.
If the hole is not going into the block, choose Reverse Side.
Select the far side of the block as the thru face (2) and choose
OK. 12
Choose Point onto Point .
Select the end point (1) as shown.
Change the work layer to 1 and make layer 61 invisible.
Step 7: Modify the size of the block.

With the cursor on the block, click MB3 and choose Edit
Parameters.

Datum Features
Click on p2=100.000.
Key in 400.
12 Choose MB2 twice.
Fit the view and note the associativity of the features.
Step 8: Choose File? Close? Save and Close.

Datum Features
Datum Axis
This option allows a linear reference feature to be created and has several
uses. 12
• Axis of rotation for revolved features.
• Axis of rotation for circular arrays.
• To help define a relative datum plane.
• Directional reference.
• Target for feature positioning dimensions.
Creating Datum Axes

When you choose the Datum Axis option, the Datum Axis dialog is displayed.
The default constraint type is Inferred so that you can immediately begin
selecting objects in the graphics window to define the axis.

Datum Features
Datum Axis Types
Some common methods that will be covered in this lesson include:

• Through Two Points
12
• Through an Edge
• Through a Cylindrical, Conical or Revolved Face Axis
• At the Intersection of Two Faces/Datum Planes
The important function of these Reference Features is that they are

associative to existing geometry.

Datum Features
Through Two Points

To create a datum axis through two points, do the following:
• Choose the Datum A xis icon. (Insert? Datum/Point? Datum Axis) 12

• Select two different point locations.
• Choose OK.

Datum Features
Through an Edge or Curve

To create a datum axis through an edge or curve, do the following:
12 • Choose the Datum A xis icon. (Insert? Datum/Point? Datum Axis)
• Select the edge or curve but not on a control point.
• Choose OK.
The Point on Curve icon in the Snap Point toolbar must be off in
order to create a datum axis through an edge or curve.

Datum Features
Through a Cylindrical Face Axis

To create a datum axis through a cylindrical face, do the following:
• Choose the Datum A xis icon. (Insert? Datum/Point? Datum Axis) 12

• Select the cylindrical face or axis symbol.
• Choose OK.

Datum Features
Through the Intersection of Two Faces/Datum Planes
To create a datum axis through the intersection of two faces or datum planes:
12 • Choose the Datum A xis icon. (Insert? Datum/Point? Datum Axis)
• Select the faces or datum planes.
• Choose OK.
There is no option to create a datum plane at the intersection of two

faces/planes at a specified angle. You would first have to create a
datum axis at the intersection to serve as the pivot position. Then,
create a datum plane through the axis using any other constraint
that applies.

Datum Features
Editing Datum A x e s
To edit datum axes parameters, use any of the following methods:

• With the cursor over the selection, click MB3 and choose Edit Parameters
or Edit with Rollb ack. 12
• Double-click a datum axis in the graphics window. (Edit with Rollback is
the default action.)
• Choose Edit? Feature? Parameters.
• Choose MB3? Edit Parameters in the Part Navigato r.
• Choose the Edit Feature Parameters icon.
Deleting Datum Axes
• Use Edit? D elete
• With the cursor over the datum axis, click MB3 and choose Delete.
• Choose the Delete icon.
• Choose MB3? Delete in the Part Navigato r.

Datum Features
Activity — Constraining Locations using Datums
In this activity, you will create a relative datum axis and datum plane to
constrain the pivot location of a hole feature.
12 A 0.5 inch diameter hole is to be located in a block. The origin of the
hole will be on the top face and located from the right fac e. The hole
is to remain centered in the block along the YC axis. The angle of the
hole shall be editable in a plane parallel to the front face.
If the part was opened recently, you can choose

File? Recently Opened Parts and select the part from a
short list rather than the Open Part File dialog.
Step 3: Create the Reference Features.

Change the work layer to 61.


Datum Features
Select the right face (1) on the block as shown.
12
Key in -2 for the Offset value and press Enter.
Choose MB2 to create the datum plane.

Select the back face (2) of the block as shown and confirm.
Select the front face (3) of the block as shown and confirm.
Choose MB2 to create the datum plane.

A center datum plane is created.
Choose the Datum Axis icon.

(Insert→Datum/Point→Datum Axis)

Datum Features
Select the datum plane (1) as shown.
Select the top face (2) as shown.
12
Choose MB2 to create the datum axis.

A datum axis is created at the intersection of the top of the
block and the associative datum plane.

Select the right face (1) of the block as shown.
Select the Datum Axis.
Key in an Angle value of –45 and press Enter.

Datum Features
Choose Apply to create the datum plane.
12
Select the newly created datum plane.
Key in 1 for the Offset value and press Enter.
Choose OK (MB2) to create the datum.
Fit the view.
Step 4: Create a Simple Thru Hole.
Choose Simple.
Key in .5 for the Diameter.

Datum Features
Select the edge of the offset datum plane (1) as shown.
Select the bottom face of the block (2) as the Thru Face, confirm
and choose MB2.
12
Choose Point onto Line.
Select the datum axis as the target edge.

A positioning dimension appears in the graphics window with
a value of 0.
Choose Point onto Line.
Select the center datum plane (1) as shown and choose MB2.
The hole will always remain on the datum axis and stay
centered in the block.

Datum Features
Step 5: Modify the angle parameter of the datum plane.

Double-click on the angled datum plane (1).
12
Cha nge the angle from –45 degrees to –20 degree s.
Choose OK.
The angle of the hole change s, but the point of entry remains
the same.
Step 6: Change the Location of the Datum Axis.

Double-click on the offset datum plane as shown.

Datum Features
Cha nge the Offset from -2 to -3 and choose OK.
12

Datum Features
Datum CSYS
A Datum CS YS (Insert? Datum/Point? D atum CSYS) provides a set of
associative objects consisting of three planes, three axes, a coordinate system, 12
and an origin point. The Datum CSYS appears as a single feature in the Part
Navigator but its objects can be selected individually to support the creation of
other features, constraining sketches, and positioning of components in
an assembly.
The dialog provides options to create a Datum CSYS at the absolute

coordinate system, relative to another existing Datum CSY S, or relative to
existing geometry.

Datum Features
Summary
Datums are reference features that are used as construction tools to assist in
the creation of solid features and sketches in locations and orientations where
planar placement faces do not exist.
12
In this lesson you:
• Created associative datum planes and datum axe s.
• Used datum features to create and position form features.
• Edited datum planes to see how associative features are affected.

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Lesson

Upon completion of this lesson, you will be able to:

• Create a Datum Axis.

• Use datum features to position other features.

©UGS Corporatio n, A ll Rights Re s e rve d Modeling NX4 1 1- 1

Datum Feature Overview

1 1- 2 Modeling NX4 ©UGS C or poration , All Rights Reserve d br10050_g NX 4

• As a target edge for positioning features.

• As a horizontal or vertical reference.

• To define positioning constraints in assemblie s.

• To help define a relative Datum Axis.

Relative Datum Planes

Fixed Datum Planes

©UGS Corporatio n, A ll Rights Re s e rve d Modeling NX4 1 1- 3

Creating Relative Datum Planes

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©UGS Corporatio n, A ll Rights Re s e rve d Modeling NX4 1 1- 5

Common Datum Plane Types

• Centered Between Two Faces or Planes

• Through the Axis of a Cylindrical Face

• At an Angle to Face or Datum

• Tangent to a Cylindrical Face

• Through Three Points

• Through a Point on a Curve

• Through a Point and at a Specified Direction

1 1- 6 Modeling NX4 ©UGS C or poration , All Rights Reserve d br10050_g NX 4

Offset Parallel and at a Distance

• Choose the Datum Plane icon. (Insert? Datum/Point? Datum Plane)

• Do one of the following:

– Key in an Offset value, press Enter, and choose OK.

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Centered Between Two Faces or Planes (Bisector Plane)

• Choose the Datum Plane icon. (Insert? Datum/Point? Datum Plane)

• Select a second planar face. A preview of the bisector plane is displayed.

1 1- 8 Modeling NX4 ©UGS C or poration , All Rights Reserve d br10050_g NX 4

Through the Axis of a Cylindrical Face

• Choose the Datum Plane icon. (Insert? Datum/Point? Datum Plane)

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At an Angle to a Face or Datum Plane and Through an Edge or Axis

• Choose the Datum Plane icon. (Insert? Datum/Point? Datum Plane)

• Do one of the following:

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Tangent to a Cylindrical Face and Through a Point

• Choose the Datum Plane icon. (Insert? Datum/Point? Datum Plane)

• Turn on the Point on Curve option in the Snap Point toolbar.

• Select an edge of the cylinder.

• Drag the point to the desired location.

• Choose Cycle Solution until the correct tangent datum plane is

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Tangent to a Cylindrical Face and At an Angle to a Face/Plane

– Select the cylindrical axis symbol.

• Choose the Datum Plane icon.

• Select the cyli ndrical face (not on the axis).

• Select the previously created datum plane.

• Choose Cycle Solution until the correct tangent datum plane is

1 1- 1 2 Modeling NX4 ©UGS C or poration , All Rights Reserve d b r 1 0 0 5 0 _ g NX 4

Through Three Points

• Choose the Datum Plane icon. (Insert? Datum/Point? Datum Plane)

• Set the Snap Point toolbar as desired.

©UGS Corporatio n, A ll Rights Reserve d Modeling NX4 1 1- 1 3

Through a Point on a Curve

• Choose the Datum Plane icon. (Insert? Datum/Point? Datum Plane)

• Select a point on a curve or edge. A preview of the datum plane is