Teach Yourself UG NX

Step-by-Step

By

Hui Zhang
Ph.D., P.Eng.
www.geocities.com/zhanghui1998
 Table of Contents

Table of Contents
Chapter 1 Introduction ................................................................................................... 1
1.1 UG NX User Interface ............................................................................................... 1
1.2 Solid Modeling Fundamentals ................................................................................... 2
1.3 Model Display and Manipulation in UG NX............................................................. 6
1.3.1. Rotate Model Freely ........................................................................................ 7
1.3.2. Pan Model ........................................................................................................ 7
1.3.3. Zoom Model In/Out ......................................................................................... 7
1.4 Customize UG NX..................................................................................................... 7
1.5 How to Use this book............................................................................................... 10
Chapter 2 Sketch and Extruded Features ................................................................... 13
2.1 Sketch....................................................................................................................... 13
2.1.1 Geometrical Tools........................................................................................... 18
2.1.2 Dimensions ..................................................................................................... 29
2.1.3 Geometrical Constraints.................................................................................. 33
2.2 Extruded Features .................................................................................................... 36
2.2.1 Extruded Feature Using Existing Sketch ........................................................ 39
2.2.2 Extruded Feature Using Sketch Created in Place ........................................... 42
2.2.3 Feature Modification....................................................................................... 43
2.2.4 Part Appearance and Mass Properties............................................................. 45
2.3 Project: V-Block ...................................................................................................... 48
2.3.1 Create Extruded Base Feature......................................................................... 50
2.3.2 Cut Rectangular Slot ....................................................................................... 54
2.3.3 Cut V-Slot ....................................................................................................... 56
2.3.4 Trapezoid Cutout ............................................................................................ 60
2.3.5 Part Appearance and Mass Properties............................................................ 62
2.3.6 Summary......................................................................................................... 65
Chapter 3 Holes and Threads ....................................................................................... 67
3.1 Holes ........................................................................................................................ 67
3.1.1 Simple Hole .................................................................................................... 67

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3.1.2 Counter bore Hole........................................................................................... 71

3.1.3 Countersunk Hole ........................................................................................... 71
3.1.4 Hole Feature Modification............................................................................. 72
3.1.5 Selection Filter and Quick Pick ..................................................................... 76
3.2 Threads..................................................................................................................... 77
3.2.1 Symbolic Thread............................................................................................. 77
3.2.2 Detailed Thread............................................................................................... 79
3.2.3 Thread Modification ....................................................................................... 81
3.3 Project: Bracket........................................................................................................ 81
3.3.1 Build Base and Boss ....................................................................................... 82
3.3.2 Create Pocket .................................................................................................. 86
3.3.3 Cut Top Round Corner.................................................................................... 88
3.3.4 Drill Counter bore Holes................................................................................. 91
3.3.5 Drill Countersunk Holes ................................................................................. 93
3.3.6 Create Simple Hole & Add Symbolic Thread ............................................... 95
Summary.................................................................................................................. 97
Chapter 4 Fillets and Chamfers.................................................................................... 99
4.1 Fillet Features........................................................................................................... 99
4.1.1 Constant Radius Fillets ................................................................................... 99
4.1.2 Variable Radius Fillets.................................................................................. 104
4.1.3 Setback Fillets............................................................................................... 105
4.1.4 Stop-Short Fillets. ........................................................................................ 106
4.2 Chamfers ................................................................................................................ 107
4.3 Project: Movable Jaw............................................................................................. 109
4.3.1 Create Jaw Body ........................................................................................... 111
4.3.2 Add Disk Boss, Drill a Hole, and Create Chamfer and Round..................... 113
4.3.3 Make Pocket, and Add Fillets...................................................................... 117
4.3.4 Create Corner Rounds and Fillets ................................................................. 119
4.3.5 Drill Standard Screw Holes .......................................................................... 120
4.3.6 Summary....................................................................................................... 123

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Chapter 5 References................................................................................................... 125

5.1 Point ....................................................................................................................... 125
5.2 Datum CSYS.......................................................................................................... 129
5.3 Datum Axis ............................................................................................................ 131
5.4 Datum Plane........................................................................................................... 133
5.4.1 Three Point Plane.......................................................................................... 134
5.4.2 Point and Direction Plane ............................................................................. 135
5.4.3 Plane on Curve.............................................................................................. 136
5.4.4 At Distance Plane......................................................................................... 137
5.4.5 At Angle Plane............................................................................................. 138
5.4.6 Bisector Plane ............................................................................................. 139
5.4.7 Curve and Points Plane ............................................................................... 140
5.4.8 Two Lines Plane ......................................................................................... 141
5.4.9 Tangent to Face at Point Line or Face Plane ............................................... 142
5.4.10 Plane of Object........................................................................................... 143
5.4.11 Fixed Methods ........................................................................................... 144
5.5 Project: Vertical Bearing Support.......................................................................... 145
5.5.1 Create Support Base...................................................................................... 146
5.5.2 Create Offset Datum Plane and Construct Slot Base.................................... 148
5.5.3 Create an Angled Reference Plane, and Slot Body....................................... 149
5.5.4 Cut Slots........................................................................................................ 151
5.5.5 Add Hole Bosses........................................................................................... 154
5.5.6 Construct a Tangent Surface Plane, Drill Holes and Add Fillets ................. 155
5.5.7 Summary....................................................................................................... 164
Chapter 6 Copy, Mirror and Pattern Features......................................................... 165
6.1 Copy Features ........................................................................................................ 165
6.2 Mirror Features ...................................................................................................... 169
6.3 Pattern Features...................................................................................................... 171
6.3.1 Rectangular Pattern....................................................................................... 171
6.3.2 Change Working Coordinate System Orientation ....................................... 172

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6.3.3 Circular Pattern ............................................................................................. 174

6.3.4 Pattern Face................................................................................................... 176
6.4 Project 1: Copy and Mirror – Shaft Guide............................................................. 177
6.4.1 Create Triangle Base..................................................................................... 178
6.4.2 Add Boss and Shaft Hole.............................................................................. 179
6.4.3 Cut Keyway and Drill Hole .................................................................... 181
6.4.4 Copy and Mirror Hole................................................................................... 183
6.4.5 Add Round and Chamfer .............................................................................. 185
6.5 Project 2: Rectangular Pattern – Bearing Block Cap............................................. 186
6.5.1 Build Cap Body....................................................................................... 187
6.5.2 Drill Cap Hole and Pattern It using Rectangular Pattern Tool ..................... 188
6.5.3 Add Counter bore Cuts and Rounds ....................................................... 190
6.6 Project: Circular Pattern – Vise Base..................................................................... 192
6.6.1 Create the Base ............................................................................................. 194
6.6.2 Cut a Circular Pocket and Slot...................................................................... 195
6.6.3 Add Base Ear and Hole................................................................................. 196
6.6.4 Pattern Base Ear and Hole ............................................................................ 197
Chapter 7 Revolved Features...................................................................................... 199
7.1 Revolved Features.................................................................................................. 199
7.2 Project: V-Pulley.................................................................................................... 202
7.2.1 Create Pulley Stock....................................................................................... 203
7.2.2 Create Bore ................................................................................................... 204
7.2.3 Cut Trapezoid Circular Slots ........................................................................ 205
7.2.4 Cut V-Groove and Pattern It ......................................................................... 207
7.2.5 Add Chamfers and Rounds ........................................................................... 208
Chapter 8 Sweep Features............................................................................................ 211
8.1 Sweep Along Guide ............................................................................................... 211
8.2 Variational Sweep................................................................................................. 212
8.3 Swept...................................................................................................................... 214
8.4 Project: Support Bracket ........................................................................................ 219

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8.4.1 Create Foot Mount ........................................................................................ 221

8.2.2 Attach a Link to the Foot Mount............................................................. 221
8.2.3 Add a Flange at the End of the Link ............................................................. 223
8.2.4 Add Circular Cutout and Cut Circular Slots ................................................. 224
8.2.5 Drill Counter bore Holes............................................................................... 226
8.5 Project: Machine-Vise Handle.............................................................................. 228
8.5.1 Create Handle Head ..................................................................................... 229
8.5.2 Add Handle Link.......................................................................................... 230
8.5.3 Attach Handle .............................................................................................. 234
8.5.4 Cut Pocket.................................................................................................... 235
8.5.5 Add Chamfer and Fillets.............................................................................. 236
Chapter 9 Draft and Shell Features ........................................................................... 239
9.1 Draft ....................................................................................................................... 239
9.1.1 Draft from Stationary Face ........................................................................... 239
9.1.2 Draft from Stationary Edges ........................................................................ 240
9.1.3 Draft Tangent to Faces................................................................................ 242
9.1.4 Draft To Parting Edges ................................................................................ 242
9.2 Shell ....................................................................................................................... 244
9.3 Project: Power Bar Cover ...................................................................................... 245
9.3.1 Create Cover Body........................................................................................ 246
9.3.2 Add Thin Walls............................................................................................. 249
9.3.3 Cut Slots and Holes....................................................................................... 253
9.3.4 Create Plug Bosses and Holes....................................................................... 255
Chapter 10 Parameters and Expressions................................................................... 259
10.1 Parameters............................................................................................................ 259
10.2 Expressions ......................................................................................................... 261
10.3 Suppress Feature by Expression ........................................................................ 264
10.4 Interpart Expressions ........................................................................................... 266
10.5 Project: Rotary Yoke............................................................................................ 269
10.5.1 Create Yoke Base........................................................................................ 270

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10.5.2 Add Cylinder Boss , Cut Shaft Hole and Keyway...................................... 272
10.5.3 Add Ribs ..................................................................................................... 273
10.5.4 Add Expression and Rounds....................................................................... 274
Chapter 11 User Defined Feature and Part Family................................................... 277
11.1 Create a User Defined Feature (UDF) ................................................................. 277
11.2 Insert a User Defined Feature .............................................................................. 281
11.3 Part Family........................................................................................................... 282
11.4 User Defined Feature Project: Letter A .............................................................. 286
11.4.1 Create Letter A and Define Formulas ......................................................... 286
11.4.2 Define a user defined feature for letter A. ................................................. 288
11.4.3 Insert letter A into the part with a different size. ........................................ 290
11.5 Part Family Project: Flat Slotted Screw............................................................... 293
11.5.1 Create First Flat Slotted Screw Template ................................................... 293
11.5.2 Change Dimensions’ Names and Add a Formula....................................... 294
11.5.3 Create Part Family of Flat Slotted Screws.................................................. 295
Chapter 12 3D Curves .................................................................................................. 297
12.1 Line ...................................................................................................................... 297
12.2 Arc/Circle............................................................................................................ 300
12.3 Studio Spline........................................................................................................ 304
12.4 Project Curve ...................................................................................................... 306
12.5 Intersection Curve............................................................................................... 311
12.6 Bridge Curves ..................................................................................................... 312
12.7 Helix..................................................................................................................... 315
12.8 Helix Project: Fixed Jaw..................................................................................... 317
12.8.1 Create the jaw body .................................................................................... 319
12.8.2 Create the cutouts using pocket features..................................................... 321
12.8.3 Add thread hole........................................................................................... 324
12.8.4 Create jaw and screw holes......................................................................... 327
Chapter 13 Assembly.................................................................................................... 331
13.1 Add an Existing Part/Assembly and Create a New Part ...................................... 332

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13.2 Add Assembly Constraints ................................................................................. 336

13.3 Move Components .............................................................................................. 342
13.4 Assembly Navigator............................................................................................ 344
13.5 Mirror and Pattern Components.......................................................................... 347
13.5.1 Mirror Components..................................................................................... 347
13.5.2 Pattern Components .................................................................................... 348
13.6 Explode An Assembly ........................................................................................ 352
13.7 Project: Mechanic Vise ........................................................................................ 355
13.7.1 Assemble Base, Spherical Head Bolt, and Bolt M8 ................................... 357
14.7.2 Insert Fixed Jaw, Washer, Lock Nut, Handle and Handle End .................. 362
13.7.3 Assemble Guide Bar and Movable Jaw ...................................................... 368
13.7.4 Assemble Washer 15 and Screw................................................................. 372
13.7.5 Assembly Cotter Pin, Handle and Handle End........................................... 375
13.7.6 Assemble Jaw Plates and Screw M3........................................................... 378
13.7.7 Explode Assembly ..................................................................................... 381
Chapter 14 Drawing Format and Standard Views.................................................... 383
14.1 Drawing Format ................................................................................................... 384
14.2 Drawing Sheets and Standard Drawing Views.................................................... 387
14.2.1 Main View and Isometric View.................................................................. 389
14.2.2 Projection Views......................................................................................... 390
14.2.3 Modify Sheet and Views......................................................................... 391
14.3 Project: Bracket Drawings ................................................................................... 392
14.3.1 Create Drawing Borders and Title Block.................................................... 392
14.3.2 Add Texts in Title Block............................................................................. 395
14.3.3 Create Drawing Views................................................................................ 396
Chapter 15 Section, Auxiliary, and Other Views....................................................... 401
15.1 Section Views ...................................................................................................... 401
15.1.1 Simple Section View and Stepped Section View ....................................... 401
15.1.2 Revolved Section View............................................................................... 405
15.1.3 Half Section View....................................................................................... 407

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15.1.4 Unfolded and Folded Section Views .......................................................... 408

15.1.5 Section Cuts from Pictorial Views.............................................................. 411
15.2 Auxiliary Views ................................................................................................... 417
15.3 Detail Views......................................................................................................... 419
15.4 Broken Views...................................................................................................... 420
15.5 Break-out Section View...................................................................................... 422
15.6 Project: Vertical Bearing Support Drawing......................................................... 425
15.6.1 Create front view and top views ................................................................. 425
15.6.2 Create a section view .................................................................................. 426
15.6.3 Add a break-out section view ..................................................................... 427
15.6.4 Create an auxiliary view and Clip it ........................................................... 429
15.6.5 Add a detail view ........................................................................................ 431
Chapter 16 Drawing Detailing.................................................................................... 435
16.1 Dimensions & Their Tolerances .......................................................................... 435
16.1.1 Create Dimensions Using Inferred Command............................................ 435
16.1.2 Arc Length, Cylinder, and Ordinate Dimensions ...................................... 437
16.1.3 Chain, Baseline and Ordinate Dimensions ................................................. 438
16.1.4 Feature Parameters...................................................................................... 441
16.1.5 Move Dimensions and Modify Dimensions’ Properties............................. 443
16.2 Annotations ......................................................................................................... 444
16.3 Surface Finishes ................................................................................................... 446
16.4 Weld Symbols...................................................................................................... 449
16.5 Geometric Tolerances .......................................................................................... 450
16.6 Utility Symbols and Custom Symbols................................................................. 453
16.7 Project: Bracket Drawing..................................................................................... 455
16.7.1 Add Dimensions......................................................................................... 455
16.7.2 Assign Dimension Tolerance...................................................................... 456
16.7.3 Add Geometric Tolerance and Surface Finish............................................ 457
16.7.4 Place Linked Notes and Utility Symbols .................................................... 460
Chapter 17 Assembly Drawing .................................................................................... 463

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17.1 Bill of Materials ................................................................................................... 463

17.2 Add Balloons ....................................................................................................... 465
17.3 Change Component Crosshatch........................................................................... 466
17.4 Create Exploded View in Drawing ...................................................................... 469
17.5 Project: Mechanic Vise Assembly Drawing ....................................................... 470
17.5.1 Fill Part Properties ...................................................................................... 470
17.5.2 Create Drawing Views and Change Hatches of Parts................................. 472
17.5.3 Generate BOM ............................................................................................ 474
17.5.4 Generate Balloons....................................................................................... 475
17.5.5 Add an Explode View in a New Sheet.................................................... 477
Chapter 18 Surfaces...................................................................................................... 479
18.1 Surface Creation Tools ........................................................................................ 480
18.1.1 Surface by 4 Points, and Swoop ................................................................. 481
18.1.2 Bounded Plane ............................................................................................ 481
18.1.3 Swoop Surface ............................................................................................ 482
18.1.4 Studio Surface............................................................................................. 486
18.1.5 Ruled Surface.............................................................................................. 490
18.1.6 Through Curves Surface ............................................................................. 493
18.1.7 Through Curve Mesh .................................................................................. 496
18.2 Operation Tools ................................................................................................... 499
18.2.1 Trimmed Sheet........................................................................................... 499
18.2.2 Thicken Sheet............................................................................................. 503
18.2.3 Sew............................................................................................................. 504
18.2.4 Scale........................................................................................................... 505
18.2.5 Bridge......................................................................................................... 507
18.3 Surface Modeling Project: Fan Blade .................................................................. 509
18.3.1 Create Fan Blade Inner and Outer Surface ................................................. 510
18.3.2 Model Fan Blade Side Surfaces................................................................. 511
18.3.3 Build Fan Blade Solid................................................................................ 515
18.3.4 Add a Hub and Pattern the Blade............................................................... 516

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Chapter 19 Sheet Metal ................................................................................................ 519

19.1 Sheet Metal Settings ............................................................................................ 519
19.2 Tab ....................................................................................................................... 520
19.3 Flange.................................................................................................................. 523
19.4 Contour Flange, and Lofted Flange ..................................................................... 529
19.4.1 Base Contour Flange................................................................................... 529
19.4.2 Secondary Contour Flange.......................................................................... 531
19.4.3 Hem............................................................................................................. 534
19.4.4 Lofted Flange .............................................................................................. 535
19.5 Normal Cutout, Extrude Cutout........................................................................... 537
19.6 Jog ........................................................................................................................ 539
19.7 Bend, Unbend, and Rebend ................................................................................. 540
19.8 Break Corner, Closed Corner, Three Bend Corner.............................................. 544
19.9 Dimple, Louver, Drawn Cutout, and Bead .......................................................... 548
19.9.1 Dimple......................................................................................................... 548
19.9.2 Louver ......................................................................................................... 550
19.9.3 Drawn Cutout.............................................................................................. 552
19.9.4 Bead ............................................................................................................ 553
19.10 Flatten Sheet Metal Part, and Add Features in The Part Environment.............. 555
19.11 Sheet Metal Project:........................................................................................... 556
19.11.1 Create a Tab .............................................................................................. 557
19.11.2 Add a Bend to the Tab .............................................................................. 558
19.11.3 Attach Two Flanges on the Side Edges of the Tab................................... 559
19.11.4 Add a Tab to the Front Edge of the Part ................................................... 560
19.11.5 Create a Jog on the Front Tab ................................................................... 561
19.11.6 Add Two Contour Flanges on the Edge Flanges ...................................... 562
19.11.7 Create a Rolled Hem on the Tip of The Front Flange .............................. 564
19.11.8 Break the Corners and Add Screw Holes ................................................. 566
19.11.9 Flatten the Sheet Metal Part..................................................................... 568