Failed Engineer: Title block, Sheets, Bill of materials & Properties

Thursday 23 July 2020

Title block, Sheets, Bill of materials & Properties

Before we discuss dimensioning and other important aspects of the drawing creation, it makes sense that we talk about other complimentary aspects of the drawing creation. These topics relate to creating title block, adding sheets and modifying properties etc.

Inserting sheet and detail sheet

Sheet

The sheet you are working on, may get full. So, you can either increase the sheet size that you are working in, or you can add additional sheet. We saw how to set drawing sheet, and change projection method and sheet size, if you don't remember, you can see it here. To add a new sheet. you can use the drawing toolbar, or use the path Insert > Drawing > Sheets > New sheet. The new sheet you add will be shown in the specification tree as well as a tab on the top.
Adding new drawing sheet
So, you can switch between sheets simply by double clicking in the specification tree or on the tabs at the top. 

Detail sheet

The path or the toolbar used to add a sheet, can also be used to add a detail sheet. By default a detail sheet is accompanied by a 2D component, which is essentially a view. You can also add additional views / components in the detail sheet and give them appropriate name. You may add a view using the path Insert > Drawing > New view or from the Drawing toolbar. After selecting the New view tool, you will need to click on the detail sheet where you wish to place the view. The view will also be shown in the specification tree as 2D component.
Inserting a new detail sheet and modifying a view / component
You can double click on any of the view i.e. 2D component to activate it and draw in it something that you may wish to use in drawing sheet as a detail or something that's repetitive and don't wish to create again and again. Above you can see we prepared a view and renamed the component so that it is easy to find it for future use. To re-use certain feature / picture / drawing again and again, we use instantiate 2D component to recall these components, it is explained below.

Instantiate 2D component

You can use the instantiate 2D component to create copies of the view that you created. To do this, double click on the sheet where you wish to use the component. Subsequently, select the instantiate 2d component and select the component you wish to call. While you instantiate the 2D component, with the use of Tools palette you can modify the instantiated component i.e. you can add it as link, or you can add it exploded or fixed together. You can even scale it (except text, which cannot be scaled, however, you can scale geometrical elements) while adding or orient it differently than the way it was originally created.
Calling a 2D component into a view of drawing sheet
Here you can see the component that we created previously. We used the explode option since we wanted to position text independently with the green dot shown and we scaled the element as per our preference. We are using it in a drawing sheet. This same concept can be expanded and may be utilised to create a custom title block pattern as component with desired fields for various sheet sizes. And you may use the same detail sheet again as reference in any drawing and may use it to add title block to sheet whenever required. 
 
Title block and Border 

You may use the above concepts to create a custom title block. However, there's a provision in Catia to create a standard title block, that has most of the necessary fields like designer's name, name of company etc. To create a standard title block, you will first need to go to sheet background using the path Edit > Sheet background.
Creating border and title block using default script
After this, you will be able to insert the default title block along with frame using the path Insert > Drawing > Frame and Title block. There are many styles to choose from and you can decide among them based on preference. You can choose a suitable action like Create, Delete, Resize, Update, Check by, Add revision block etc. to do the required action. You may use update to apply changed to projection method or scale in case you modify it after creating the title block. You may choose to resize the title block if you changed the size of sheet etc. These actions shown will differ depending upon the style of the title block you choose. And the actions of the one style cannot be used to modify something that's been created using the actions of another style. You can switch to working views using the path Edit > Working views

Bill of materials

Bill of material information is generated according to assembly document. So, if you do not wish to use default format and fields, you can customize the BOM from assembly file document using the path Analyse > Bill of materials. To need to first go to the background using path Edit > Sheet Background. Subsequently by using the path Insert > Drawing > Bill of material, you will be able to insert a bill of materials of an assembly file. You need to have an appropriate assembly file opened at the time. There are two options to choose from and if you wish to modify the default bill of materials, you can choose the advanced option. In the advanced option, you can choose to split the table based on height / rows, decide the placement of title on top / bottom, decide if the split should be vertical / horizontal etc. 
Creating a bill of material
Whichever option you choose, after selecting the option, navigate to the assembly file window and select the Product from the specification tree. Subsequently, click anywhere on the drawing sheet where you wish to create the bill of materials. Bill of materials can also be created in the working views section instead of the background. For this, the path will be different Insert > Generation > Bill of material.

Properties

In case of drawing and views a lot many options are revealed when you right click. In addition, there are also properties that you can modify. For example, if you right click on the sheet in the specification tree, you can change its size, projection method etc. If you right click on one of the generated view, and access properties, you will find options to view / hide dress-up elements like fillets, hidden lines, axis, thread etc.
Modifying properties
I would suggest you to explore the options that are presented when you right click on a view. Options like Isolate, Add view name, view positioning are some of the options worth exploring. Above you can see we isolated the view. Isolating a view prevents the drawing from updating and if the part updates, the drawing will not be updated and stay as it is. Creating a drawing can become involved than creating the part or an assembly itself since the standard for drawing creation are generally more strict and to adhere to those standards some times require workarounds.