Tuesday, November 30, 2010

Surface Finishing

Surface finishing is an important step in the operations sequence for the production of any high quality part. Plan to spend time on this activity and seek advice from the teaching staff regarding which processes will best support your design goals and which techniques will maximize productivity and quality. It is almost always a good idea to practice finishing techniques on a “test part” before committing your workpiece to the process. This will help eliminate mistakes on the workpiece and provide a way to evaluate the result of the set of finishing processes you have chosen. Have fun. These processes let you create the luster and color and texture that add so much to your product.

1. Mechanical Surface Refining Processes
A. Abrasive Blasting
Abrasive blasting involves directing a high-pressure stream of air and free abrasive particles at the surface of a workpiece. “Starblast” has a coarse, angular grain shape, and is very effective for removing rust and welding scale from steel workpieces. It is generally too coarse for use on aluminum or plastics. Use Starblast at full line pressure (about 100 psi). Glass beads are finer in size and smooth in shape. They produce a non-directional, matte surface on aluminum. It is important to use the lowest air pressure that will pick up the media when glass bead blasting (usually about 40 psi). If the pressure is too high the glass beads will break on contact with the workpiece and because they are re-circulated the fractured (angular shaped) beads will make the surface too coarse. It is important to remove any wax, oil or grease from the surface before abrasive blasting so that those contaminants don’t become driven into the surface by the blasting (preventing subsequent plating, painting, anodizing or patina from adhering).

B. Buffing
Buffing is normally done with power. A cloth buffing wheel is coated with very fine abrasive (tripoli, rouge, etc.) which is applied from a wax stick to the rotating perimeter of the wheel. The workpiece is then placed in contact with the edge of the buffing wheel and moved so that the entire surface to be buffed is covered. The result is a highly lustrous surface. Buffing technique is critical. There is a significant hazard that the buffing wheel will catch the workpiece, pull it out of the operator’s hand, and throw it violently on the floor. This can result in injury to the operator and serious damage to the workpiece. Seek advice and a demonstration for a TA before attempting buffing.

C. Filing
Filing is done to establish geometry and refine surface finish. It is generally a higher material removal rate process than sanding. Files come in a wide variety of shapes and degrees of coarseness. Common shapes include round, flat, square, 3 square (trianular) and half-round. Coarseness ranges from “coarse” (very heavy
cuts) to “bastard” (medium cut) to “smooth” (fine cuts). Files come in large (10 or 12”) and small sizes with the smallest being “jewelers” and “needle files”. There are also riffler files that can be used in concave surfaces. Filing technique is important and includes 1) use a sharp file, 2) use a “file card” to keep the gullets between file teeth free of debris, and 3) bear down on the file only during the forward stroke. “Draw filing” and “chalking” the file are techniques to achieve smooth surfaces. Jewelers and needle files are very easy to break. Filing is more successful when the workpiece can be held in a vise or by some other means that leave both hands free to manipulate the file.

D. Sanding
Sanding is done to make a surface more consistent, smoother, or to remove machining marks, or to establish “grain” (directionality). Use “wet or dry” sandpaper (liquid resistant sheets with silicon carbide abrasive) for best results. Grit sizes range from 60 (and lower) which is very coarse to 600 (and higher) which is very fine. Use light oil, kerosene or water as a sanding fluid. Sanding can be done by hand or by power. Some power techniques can be destructive to the work. Sanding techniques include contour block sanding, straight edge reference sanding, and cross sanding, and power sanding on the lathe. Ask a TA for advice. A good rule of thumb: if you are sanding for more than 5 minutes without making much progress, move to a coarser (lower number) grit. Then work up to progressively finer grits. The use of dremel tools or die grinders to do power sanding often reduces good geometry and potentially smooth surfaces to chaos. Usually hand sanding or lathe power-sanding result in much better quality results.

II. Surface Coating Processes
A. Anodizing (Purchased Service)
Anodizing is the electrolytic treatment of aluminum that forms a very thin coating of aluminum oxide on the surface of the workpiece. The oxide coating is of an open cell structure which is naturally gray (roughly aluminum color) but can be dyed a wide range of colors. The coating is very hard (aluminum oxide is a very hard ceramic material), and does not conduct electricity. Anodizing is either “conventional” or “hard”. Hard coating comes in a very limited set of colors, involves developing a thick enough coating (on the order of 0.002-0.004 inches) that it will change interference and thread fits, and is both very durable and offers excellent corrosion resistance in salt water applications. Conventional anodizing creates a film thickness which is so thin (the etch step removes a little material and the film creation step adds back about the same amount for a very small net change in size) that it will not change interference or thread fits. Conventional anodizing makes the surface much more scratch resistant and durable than natural aluminum and offers a very wide range of possible colors. Anodizing appearance (color and reflectivity) is very specific to the alloy of aluminum being anodized. If you want good color match, all parts being anodized must be done at the same time and on the same alloy. Don’t buff parts to be anodized or they will come
back “splotchy”. Don’t anodize cast or welded parts. Anodizing will be a different color in the weld zone than on the rest of the part because the filler rod used during welding is never the same alloy as the workpieces. The porosity in our cast aluminum will trap the acid used to etch the surface and will weep out later staining the surface. A good alternative for aluminum weldments or castings would be powder coating.

B. Electroplating (Purchased Service)
Plating adds a thin coating of metal to the surface of the workpiece. The workpiece must be electrically conductive (there are also vacuum metallizing processes for plastic workpieces). Plating materials include chrome, nickel, silver and gold. Colors range from black to chrome. Surface reflectivity can be very glossy or semi-matte. Typically the coating is very scratch resistant. The workpiece must generally be delivered with the surface finished to the same degree of luster and refinement that is desired in the plated part. This means that a great deal more time would be spent preparing a surface for chrome plating than for powder coating. It is possible but expensive to electroplate aluminum. This process is normally used on steel, brass, or copper.

C. Patina
Patination is an ancient process of chemically coloring workpieces (often statuary or jewelry). Traditionally this is done on bronze castings to create color and reflectivity conditions that add visual strength to the part. There are also products that will produce a patina on steel. The Rodin sculptures at Stanford are wonderful examples of very high quality patination. These surfaces tend to look more organic and varied than anodized, plated or painted surfaces. There are a nearly infinite number of chemical recipes to achieve all kinds of effects on various materials. The simplest and most reliable is “liver of sulfur” which converts the copper in bronze to copper sulfide causing the surface of the casting (only the surface) to become brown or black depending on the concentration of the solution and the temperature of the surface to which it is applied. Patination often includes applying a multiplicity of wax coats over the chemically altered surface. Liver of sulfur is made by mixing 2 ounces of liver of sulfur (crushed to a powder), 1/2 ounce of aqua ammonia (specific gravity = 0.89), and 1 gallon of distilled water. Cleaning of the metal surface is critical to the successful adhesion of the patina. “Most metal coloring failures are due to incomplete or improper cleaning.” A good reference is Untracht, Metal Techniques for Craftsmen .

D. Powder Coating (Purchased Surfaces)
Powder coating creates a thin (about 0.002 of an inch per coat), even coating of plastic on the part. The resulting surface can be very glossy, matte, or hammertone. A very wide range of colors is available. Powders can be optimized for food safety, scratch resistance, resistance to fading in sunlight, etc. Common power coating resins include epoxy, polyurethane, polyester, and acrylic. The process involves thermal fusion of a thin layer of plastic powder that is attracted to the surface of the workpiece by electrostatic charge. This means that the
workpiece must be able to withstand the heat of fusion (typically about 400ºF). Powder coating is suitable for steel, and aluminum and is a better alternative than anodizing aluminum castings or weldments. Soft soldered metal assemblies, plastic parts, and bondo filler will be ruined by the fusion temperature.

Sunday, November 28, 2010

Parametric Drawing Notes For Mass Properties in ProE WF

It is often desired to show the mass properties of a part in drawing notes. This can be accomplished by following a few simple steps. In this example we will create a note for the volume of a part, the part is called "spacer". This procedure can be easily modified for any other mass property such as surface area or weight.

The first step is to calculate the mass properties of the part. You can do this either of two ways. To manually find mass properties use #Info; #Mass Props; #Part MP. Another way to have the system automatically calculate the parts mass properties is to edit the program of the part. Select #Program; #Edit Design. At the bottom of the file, you will see the following two lines:

MASSPROP

END MASSPROP

Add one line of text between the two existing lines as shown below. The new text includes the filename of the part, so be sure to substitute the name of your part here.

MASSPROP

PART SPACER

END MASSPROP

Save the file, Exit the editor, then answer ‘Y’ to incorporate your changes into the model. The system will respond with a message Part not changed since last regen.

If you use the program method to calculate the mass properties, be aware you have to regenerate the part twice before the drawing note will update properly. If you do not use the program method to calculate the mass properties, you must manually calculate them each time after modifying the part using #Info; #Mass Props; #Part MP.

The second step is to create a parameter in the part. This parameter will be used in the drawing note. Select #Set Up; #Parameters; #Create; #Number; enter VOL for the name, and accept the default value of 0.0. Now pick #Done.

The next step is to add a relation in the part. Select #Relations; #Add; enter the following:

VOL = MP_VOLUME("")

The system will respond with a message Model changed since mass props calculated. May need to recalculate. After adding the relation, #Regenerate the part.

The final step is to add the note to the drawing. Retrieve the drawing and create the note as shown below using #Detail; #Create; #Note; #Make Note.

THE VOLUME OF THE PART IS &VOL[.4] CUBIC UNITS.

The [.4] is optional, and dictates how many decimal places with which the value will be displayed.

In this example, four decimal places will be displayed.

For surface area and weight (mass), use these parameters and relations:

WEIGHT = MP_MASS("")

AREA = MP_SURF_AREA("")

For notes of surface area and weight, use the following:

THE WEIGHT OF THE PART IS &WEIGHT.

THE TOTAL SURFACE AREA OF THE PART IS &AREA SQUARE UNITS.

After changes to the part are made, you must regenerate the model twice before the drawing note will update. This is because relations are evaluated at the beginning of regeneration, before geometric changes to the part occur. The first regeneration updates the geometry, the second regeneration then updates the value of the parameter, which updates the note on the drawing.

Trail File Management in ProE WF

Trail files are a handy record of an entire working session of Pro/ENGINEER. These files should be properly managed so they can be edited and replayed if needed. Follow these simple steps.

1. Create a folder or directory to keep the trail files in.

....... C:\myfiles\trail

2. Set the config.pro option "trail_dir" to the folder you created.

....... trail_dir ....C:\myfiles\trail

The trail file folder will accumulate many trail files over time. You may want to create a small program to remove the trail files. A sample bat file for Windows NT shown here. Similar scripts can be written in Unix.

"del_trail.bat"

cd C:\myfiles\trail
del trail.txt.*

Thursday, November 25, 2010

About Sketching in Sheet Metal

Sketching in Pro/SHEETMETAL is done exactly the same as you would in any other Pro/ENGINEER module. However, keep
the following tips in mind when sketching your sheet metal parts and features:

The thicken command—The Thicken command adds material thickness to your sheet metal wall while you are still in

Sketcher mode. This enables you to create and fully dimension the wall when you sketch it.
Then you do not need to add material to your wall later in the design process. If you change the sketch you have to
delete the thicken. Thicken is not used for Flat walls. Be sure to double check your dimensions to make sure they are
located in the appropriate locations after the thicken.

We recommend using the Thicken command, in sketcher, to dimension your extruded sheet metal surfaces. It enables you to dimension the inside radii on opposite sides of a section and to properly dimension for sizing and clearance. The Thicken command prevents having to add material thickness to your dimension values.

To Thicken the Sheet Metal Wall:
1.Select the type of sheet metal wall to create.Not e: TheThicken command is not used with flat walls.
2. Once you are in sketch mode, create the sketch of the wall section.
3.Click Sketch > Feature Tools > Thicken. Offset edges automatically add to your sheet metal wall sketch. At this
point, consider converting the system dimensions to strong dimensions to insure that your dimensioning scheme is
correct.
4.When the sketch is complete, click
on the sketcher toolbar.

Tuesday, November 23, 2010

Tips for Pro-Engineer

Q 1 What is the maximum number of characters allowed in a Pro/ENGINEER object name?
Thirty one (31) characters can be used in Pro/ENGINEER object names. This number does not include the extension, i.e., .prt, .asm, .drw, or the object version number, i.e., .1, .2, .3.

Q2 .Can upper case characters be used in Pro/ENGINEER object names?

Upper case characters cannot be specified in Pro/ENGINEER object file names. Upper case characters can be specified during object creation, however, the file will be written to disk using lower case characters only.

Q.3 what is the reason for using a config.pro file?
The config.pro file is used to control the environment in which Pro/ENGINEER runs. There are over 150 available options which allow control of a variety of different aspects, ranging from model display to default units to search paths used to retrieve assembly components.

Q.4 is a default config.pro file created when Pro/ENGINEER is installed?
When Pro/ENGINEER is initially installed, there is no default config.pro file that is created automatically. However, a large number of the options do have default values which are used unless the option setting is changed in a config.pro file. The Configuration Options section of Pro/HELP lists the default config.pro option values in italics. There are two methods that can be used to create a config.pro file. The first method is to utilize any text editor, vi for example, and manually create the file. Each option should have its own line in the file, with the format being {Option Value}. The second method is to use the Preferences dialog box within Pro/ENGINEER, which can be accessed by selecting Utilities, Preferences... When you exit the dialog box, the config.pro file will be written to your local directory. See the Suggested Technique for Using the Preferences Dialog Box for a detailed description of the functionality for this new dialog.

Q.5 Where does Pro/ENGINEER look for config.pro files?
Pro/ENGINEER looks for config.pro files in 3 different directories in the following order:
1) load point/text
Config.pro files residing in load point/text will be read first.
2) The user's home directory
With UNIX systems, Pro/ENGINEER will read the config.pro file in the user's home directory. This is most commonly used for specifying user customized config.pro options such as colors and mapkeys.
3) Working directory
The directory in which Pro/ENGINEER starts is searched for a config.pro file.
If the same option appears in more than one config.pro file, the one that was read last will be utilized by the system.

Q.6 After config.pro is edited, why aren't the changes reflected?
After config.pro is edited, the Add/Change and Apply buttons must be selected in the Preferences dialog box in order for the modifications to be reflected in the Pro/ENGINEER session, or Pro/ENGINEER can be restarted. Be aware that some config.pro options require Pro/ENGINEER to be restarted in order for config.pro modifications to be reflected.

Q.7 After config.pro is edited, is it necessary to restart Pro/ENGINEER?
After config.pro is edited, the Apply button must be selected in the Preferences dialog in order for the modifications to be reflected in the Pro/ENGINEER session, or Pro/ENGINEER can be restarted. Modifications to the following config.pro options require Pro/ENGINEER to be restarted.

Q.8 what is the difference between config.pro and config.sup?
There are two main differences between config.pro and config.sup.
Unlike config.pro, config.sup can only be located in the load point/text directory.
Config.sup options cannot be overridden by options found in any other config.pro. Also, items contained in the config.sup can only have one entry per option. Keeping this in mind, it is important that items which can have multiple entries, such as "mapkey", "search path", and "def_layer" are not specified in config.sup.

Q.9 Is there a limitation on the number of characters that can be included in a config.pro entry?
Ans: Each line in config.pro is limited to 80 characters. Environment variables can be used to specify config.pro "search_path" values containing more than 80 characters. Refer to Configuration Options in Pro/HELP for details.

Q.10 Where are Pro/ENGINEER objects stored when File, Save is selected?
By default, Pro/ENGINEER objects will be stored to the current working directory. If the working directory is changed using File, Working Directory, Pro/ENGINEER objects will be saved to the new directory. If a Pro/ENGINEER object is retrieved from a directory other than the current working directory, Pro/ENGINEER will save the object back to the directory from which it was retrieved. If the user does not have write permission in that directory, the object will not be saved unless the config.pro option "save_object_in_current" is set to "yes".

Q.11 What does File Save As do?
File - Save As will make a copy of a specified Pro/ENGINEER object using a new name. List the object that is to be copied in the Model Name space in the Save As dialog box, the current object being the default. In the New Name space, a new file name should be specified. Pro/ENGINEER will create this object in the current working directory.

Q.12. what does File, Backup do?
File, Backup can be used to save Pro/ENGINEER objects to a specified directory. The object will be saved in the specified directory using the original filename(s).
File, Backup in Assembly, Drawing, or Manufacturing modes will save all related objects to the specified directory.

Q13 what does File, Rename do?
File, Rename is used to change the name of Pro/ENGINEER objects in memory and on disk. Pro/ENGINEER will rename all versions of the object being renamed.
When renaming an object that was retrieved from directory other than the current working directory, the renamed object will be saved in the directory from which the object was retrieved.

Q14 what does File, Erase, Current do?
File, Erase is used to clear the specified object from workstation memory. This functionality will not remove objects from disk. Objects referenced by an active assembly or drawing can not be erased. A list of objects in the current model will then be displayed. Only the current top level model (i.e. assembly or drawing) can be erased, and selected objects as well.

Q15 what does File, Erase, Not Displayed do?
Ans: File, Erase, Not Displayed is used to erase all objects from the current session, except for those that are currently displayed and any objects referenced by the displayed objects. For example, if an assembly instance is being displayed at the time Erase, Not Displayed is selected, the instance, the instance's generic, and it's components will not be erased. There is a config.pro option related to File, Erase, Not Displayed called "prompt_on_erasenotdisp".
yes (default) - a message window for each eligible object in question appears, asking if you want to first save the object before it is erased.
no - the system will immediately erase all eligible objects.

Q 16 What does File, Instance Operations do?
File, Instance Operations will save a particular instance of a part or assembly in a separate file called an " instance accelerator file" (suffix ".xpr" for a part, ".xas" for an assembly). This file is used to retrieve particular instances quickly from disk rather than having to first retrieve the generic into memory, selecting the particular instance according to the family table, and then regenerating. Therefore, with this functionality the amount of time that it takes to retrieve an instance of a part or assembly from disk can be considerably reduced. The trade off is that more disk space will be used to store the accelerator files. When File, Instance Operations is selected, the INST DBMS menu appears with the following options
InstIndex - create or update the Instance Index file for a specified directory
pdate Accel - create or update accelerator files for all instances currently in session
Purge Accel - examine each instance accelerator file and delete it if it is not current with
SaveAccelEnv - brings up the SV INST ACC menu When SaveAccelEnv is selected the SV INST ACC menu appears with the following options:
none (default) - the system does not save the instance in a file separate from the model.
always - the system always saves the instance in a separate file
explicit - the system saves the instance in a separate file only. When the instance is explicitly saved.
The config.pro option "save_instance_accelerator" can also be used to control instance accelerator files. The values for this config.pro option are also none (default), always, explicit. When you bring up the SV INST ACC menu, one of the options will be highlighted to reflect the last setting. That setting could have been either loaded from a configuration file or selected previously from this menu.

Q 17 Does Pro/ENGINEER over write existing objects when saving to disk? What does the object version number indicate?
Ans: Pro/ENGINEER will not overwrite existing objects while saving to disk. Objects are saved to disk with an object version number after the file extension. Pro/ENGINEER will create a new object file each time the object is saved, monotonically increasing the version number each time.
The object version number indicates the number of times the object has been stored. Objects are saved to disk with an object version number after the file extension. Example: A part called valve.prt will be initially written to disk as valve.prt.1. Subsequent storage of this object will result in the files valve.prt.2. valve.prt.3, etc. If the directory is purged, the object with the highest version will remain.
When a top-level object is retrieved (for example, an assembly drawing), it always retrieves the most recent version of the assembly and its parts. Therefore, the version of the drawing does not necessarily have to have the same version number as the part or assembly. This will frequently be the case when several different users are working on the same files.
This wouldn't cause a problem unless a user deletes or redefines a feature that is used as a reference by some other object. For example, if a feature is deleted from a part that is used for assembling another component in an assembly, then that component will fail placement when the assembly is retrieved, and must be redefined. Another example is when planar surfaces are used to orient the model in a drawing view, and the feature is then deleted or suppressed. This will result in the message, "model geometry for drawing view is missing", and the view will revert to an isometric orientation, and must be re-oriented (using the default datum planes to orient the views whenever possible will help to prevent this).
The best method for avoiding these situations is to use a database management product that will manage revision changes made to parts/assemblies/drawings. Without a system like this, any user can change any model, regardless of what other users are doing.

Q 18 Does Pro/ENGINEER offer an auto-save function?
Auto-save functionality is not currently implemented in Pro/ENGINEER. The "prompt_on_exit" config.pro option can be utilized to prompt the user to save objects in session before exiting Pro/ENGINEER.

Q 19 What happens if I run out of disk space while saving my objects?
If available disk space is depleted during storage, Pro/ENGINEER will issue the message: object name could not be saved: Check disk space or write access. Error in storage. Check previous message (then press Enter):"Pro/ENGINEER will not save any portion of the object to disk. Disk space must be made available before the object can be saved.

Q 20 What is the difference between File, Erase and File, Delete?
File, Erase removes the object from workstation memory. The object is not removed from disk. File, Delete removes either old versions or all versions of the object and all associated objects from disk. It is recommended to approach this menu selection with a great deal of caution. Creating backup copies of Pro/ENGINEER objects is considered good practice and can reduce the effect of accidental removal of data.

Q 22 Why is the following message given: "PDM database object must be renamed by Pro/PDM application"?
By default, Pro/ENGINEER will not allow Pro/PDM objects to be renamed within Pro/ENGINEER. The config.pro option "let_proe_rename_pdm_objects" set to "yes" will allow Pro/ENGINEER to rename Pro/PDM objects.
Warning: Objects renamed in Pro/ENGINEER will be considered new Pro/PDM objects when submitted back to a Pro/PDM database.

Q 23 Why aren't part files saved when File, Save is selected in Sketcher?
While in Sketcher, the File, Save functionality will save the section to disk rather than the part file. This functionality allows sections to be stored to disk for future use in feature creation. Section files are saved to disk with a .sec file extension. Once Sketcher is exited by either completing the feature creation or quitting, File, Save will save the part file to disk.

Q 24 How is family table instances stored to disk?
All family table instance information is stored within the generic model.Pro/ENGINEER does not save a unique object file to disk for each instance.
Q 25 How can copies of a part be created?

Ans : The File, Save As functionality allows copies of part files to be created using the following technique: Select File, Save As. Pro/ENGINEER will open a Save As dialog box. The current object in memory will be the default object to copy (in the Model Name section of the dialog). The name of the new object is specified in the New Name line in the dialog.

Q 26 Does Pro/ENGINEER save all components each time an assembly is saved?
Ans : By default, Pro/ENGINEER does not store all assembly components to disk upon each File, Save operation. Instead, Pro/ENGINEER will save the assembly file and only components that have been modified. By setting the config.pro option "save_objects", this can be changed. By using this option, Pro/ENGINEER can be instructed to save all dependent objects, save only the objects that were modified, or save modified objects and objects specified by the user.

Q 27 Where does Pro/ENGINEER save part files that are assembled from a directory different than the current working directory?
Ans : By default, Pro/ENGINEER will store objects that are assembled from other directories back to the directory of origin. If the user does not have write access to the directory, Pro/ENGINEER will not store the objects in the current working directory, unless specific config.pro options have been set. The config.pro options "override_store_back" and "save_object_in_current" allow greater control over this type of situation.

Q 27 What happens during storage of an assembly if its dependent part files are located in a write-protected directory?
Ans : By default, Pro/ENGINEER will only store modified objects and will always store objects back to the directory from which they were retrieved. Therefore, if a part from a write protected directory has been modified and File, Save is selected, Pro/ENGINEER will not be able to save the object unless the config.pro options "override_store_back" and "save_object_in_current" are utilized.

Q 28 Why can't an assembly be retrieved after clearing it from memory or after starting a new session of Pro/ENGINEER?
During assembly creation, it is possible to add components to the assembly that are located in directories other than the current working directory. When the assembly is saved, the assembly file is saved to the current working directory while modified components are saved back to the directories of origin. If the assembly is cleared from workstation memory by either exiting Pro/ENGINEER or by selecting File, Erase, and selecting all the objects in the ERASE dialog box and then retrieved, it is possible that Pro/ENGINEER will not be able to locate certain components. The config.pro option "search_path" can be used to specify directories which Pro/ENGINEER will search for objects. The config.pro file must contain a separate "search_path" option for each directory to be searched. Refer to the Configuration Options section of the Pro/HELP for details.

Q 29 How does File, Save As function in Assembly mode?
In Assembly mode, the File, Save As functionality allows any or all members of the assembly to be copied.
By default, after selecting File, Save As, a dialog box will appear with the name of the assembly to be copied specified next to Model Name. The new assembly name is specified on the next line (New Name). After selecting OK, a check mark can then be placed next to each assembly component to be copied or Include all subcomponents can be selected to copy all assembly components.
If a check mark is placed next to any of the components or if Include all subcomponents is selected, Pro/TABLE will be displayed where new component names can be specified in the cell adjacent to the original.
If OK is selected without selecting a component or Include all subcomponents, Pro/ENGINEER will create only a copy of the assembly which references the original components.
The config.pro option "model_rename_template" is used to create a user defined renaming scheme.
Refer to the Configuration Options section of the Pro/HELP for further information.

Q 30 Why do parts intersected by assembly features require renaming before they can be stored?
Ans : Assembly features which intersect assembly components alter the geometrical intent of the original object. When the assembly is in session, the component exists in memory in two different states. When Pro/ENGINEER tries to save the assembly, it is unclear which state of the component is to be saved. Pro/ENGINEER will prompt the user to save the object with a new name. This will create a copy of the object containing the geometric result of the assembly feature.

Q 31 What does the config.pro option "override_store_back" do?
If the config.pro option "override_store_back" is set to "yes", Pro/ENGINEER will save objects retrieved from other directories to the current working directory;
If "override_store_back" is set to "no", which is the default, objects will be saved in the directory of origin. If the option is set to "no" and the user does not have write access to the directory of origin, Pro/ENGINEER utilizes the config.pro option "save_object_in_current".

Q 32 What does the config.pro option "save_object_in_current" do?
When the config.pro option "save_object_in_current" is set to "yes", Pro/ENGINEER will save objects to the current working directory if the user does not have write access to the directory from which the object was originally retrieved. If the option is set to "no", Pro/ENGINEER will not save the object at all. This option should be used in conjunction with the config.pro option "override_store_back".

Q 33 What is the preferred method to make a copy of an assembly?
The File, Save As functionality is the best way of copying assemblies.

Q 34 What is the preferred method to rename assembly components?
The following procedure should be used to rename assembly components:
Retrieve the assembly which contains the components to be renamed
In a sub-window retrieve the component to be renamed
With the component active, select File, Rename and enter the new component name
Select Window, Activate and pick in the window containing the assembly
Regenerate the assembly
Select File, Save to save the assembly which contains a reference to the new component name.

Q35 what is the preferred method to rename a drawing?
The File, Rename functionality should be utilized to rename a drawing.

Q36 What is the preferred method to copy a drawing and its model?
The following procedure should be used to create a copy of a Pro/ENGINEER drawing:
Select File, Save As, which will bring up a Save As dialog box
Enter the name of the drawing to copy, the current drawing is specified by default
Enter the new drawing name, and select OK.
The following procedure can be used to create a copy of a drawing and copy of the drawing model:
Create a new directory
Select File, Backup from the drawing window, and specify the new directory as the destination. Pro/ENGINEER will create a copy the drawing and the model
Select File, Erase and clear the current drawing and model from memory
Select File, Working Directory select the new directory as the current working directory
Retrieve the backup drawing
Select File, Open and retrieve the part to be copied in a sub-window
With the part active, select File, Rename and rename the part
Select Window, Activate and pick in the window containing the drawing
Regenerate, rename if necessary (selecting File, Rename) and save the drawing.
The following procedure can be used to create a copy of a drawing and a copy of the drawing model, ONLY IF both the model and the drawing have the same name (i.e.. valve.prt and valve.drw):
Set the config.pro option "rename_drawings_with_object" to "both"
Retrieve the model and have the drawing either in session or in the current working directory
Select File, Save As on the model
Enter the new model name in the New Name field in the Save To dialog box.
And a message will appear in the Message Window saying that the Drawing and the Part were copied to the new name.
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View Functions
General:
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*How can the orientation of the default view be changed?
The default model orientation can be redefined by setting the config.pro options "x_angle" and "y_angle" to the desired values of the rotation, in degrees, of the object about the x and y axis. In addition, the model can be saved in user defined orientations by selecting View, Saved Views, entering a unique view name, and then Save. The model can easily be reoriented into the saved view orientation by selecting View, Saved Views, selecting the saved view name and then Set.

Shading:
*How can the quality of a shaded model be increased?
The quality of the shaded model can be increased be selecting View, Model Display, Shade. Specify the shade quality between 1 and 10; the number 3 is the default. Increasing the shade quality to higher values may result in an increase in shading time. In addition, Small surfaces may be check marked in order to shade very small surfaces, such as round features, which otherwise may not be shaded unless the model is zoomed in.
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*When a shaded model is spun, why does it revert back to wireframe?
Pro/ENGINEER shaded models will revert to wireframe if the machine is not configured for hardware shading capabilities. In order to have the model remain shaded during a spin operation, the workstation must have an appropriate graphics card installed, and the "graphics" option in the config.pro file must be set based on the type of workstation being used. Refer to the Hardware Configuration Notes on www.ptc.com for specific details.
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*How can a postscript file of a shaded model be created?
To create an encapsulated postscript (EPS) file of a shaded model select File, Export, Image, change the type to EPS, and then OK. Select Dimensions Size, or Resolution DPI or Image Depth for additional options and finish by selecting OK.
Refer to the Hardware Configuration Notes on www.ptc.com for details on EPS plotter support.
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*Why aren't surface features displayed when the model is shaded?
When the config.pro option "shade_surface_feat" is set to "no", surface features will not be displayed when the model is shaded.
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Colors:
*How is a color map file stored to disk?
A user defined color map can be stored to disk by selecting View, Model Setup, Color Appearances, File, Save As, and enter the name color.map in the New Name field in the Save As dialog box. Pro/ENGINEER will create a file called color.map in the current working directory.
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*Where does the color.map file need to be located in order for Pro/ENGINEER to recognize it?
The color map file, color.map, will be automatically loaded if it is located in the directory that Pro/ENGINEER is executed from. The configuration file option "pro_colormap_path" can be used to specify the location of a color map file that is not located in the startup directory.
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*How many different colors can be defined and stored to the color.map file?
The exact number of colors that can be defined will vary, depending on the type of workstation and the graphics card that is being used. Higher end graphics cards will typically allow a greater number of colors to be defined.
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*Why is the Transparency menu selection not available?
The transparency functionality is offered only with hardware graphics configurations. Refer to the Hardware Configuration Notes for other items available with hardware graphics configurations.
On machines configured to use hardware graphics, the transparency functionality must be enabled by selecting View, Model Display, Shade, and Enable the Transparency option.
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*When a color is assigned to a part in Assembly mode, why is the color not reflected in Part mode?
Colors assigned to parts in Assembly mode do not effect Part mode. This functionality allows assembly colors to represent a production operation done after assembling the individual parts, e.g., the application of paint.
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*In Assembly mode, why does the part display with a different color than what was defined in Part mode?
Colors applied to components in Assembly mode will override colors defined at the Part level. To unset an assembly color, retrieve the assembly and select View, Model Setup, Color Appearances, Component, select the component in question and then Unset.
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Exploded Views:
*Why does a subassembly explode when the top-level assembly is exploded?
By default, subassemblies explode when the top-level assembly is exploded. The top-level assembly can be modified to specify which subassemblies and which parts within the subassembly to explode by selecting Modify, Mod Expld, Expld Status. Select Toggle Expld from the EXPLD STATUS menu and pick the components in the Model Tree that are not to be exploded (changing the value to Unexploded).
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*How can exploded views show the axes of the explosion?
This functionality is not currently implemented in Pro/ENGINEER. However, datum axes can be created using one of several available methods. The type of datum axis to use will depend on the specific situation.
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*How can an exploded view be saved to a named view?
Exploded views can be saved to a name by exploding the assembly, then selecting View, Saved Views, and then Save a new name. When an exploded view name is retrieved, the assembly can be unexploded using View, Unexplode.
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Misc Operations
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*What is the File, Working Directory menu selection used for?
The File, Working Directory menu selection allows the Pro/ENGINEER working directory to be changed. After selecting Working Directory, Pro/ENGINEER allows navigation through the directory tree structure.
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*What is the Window, Open System menu selection used for?
When Window, Open System is selected, Pro/ENGINEER will execute a system shell. The current working directory for this shell is the Pro/ENGINEER working directory. The Pro/ENGINEER session will be suspended while the system window is active. Exiting out of the system window will allow the Pro/ENGINEER session to continue.
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*Why do the Pro/ENGINEER windows become inaccessible after Window, Open System is selected?
The Pro/ENGINEER session will be suspended while the system window is active. Exiting out of the system window will allow the Pro/ENGINEER session to continue.
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*What is the Help, Customer Services Info menu selection used for?
The Help, Customer Services Info menu selection will open a Pro/ENGINEER information window giving the active Pro/ENGINEER config ID number, the Revision and build of Pro/ENGINEER, and almost all information about your system's configuration. This information is specific to your site and used by Parametric Technology Technical Support as a means of determining your software configuration and licensing.
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*What else does the Help, Customer Services Info menu selection provide?
The Help, Customer Services Info menu selection will open a Pro/ENGINEER information window providing the following information:
Licensing Information - Software Version
- Configuration Id
- Pro/ENGINEER loadpoint directory
- License Configuration (Locked or Floating)
- All included Pro/ENGINEER options
Machine Information - Hostname - Username - CPU id - Pro/ENGINEER machine type - OS name, release, and version - Pro/ENGINEER graphics type
Installation Directories and Command Information
Configuration Information - Configuration files read
Auxiliary Application Information (includes floating option information if available)
Parametric Technology Information - Important phone and fax numbers - WWW home page address - Internet e-mail address - technical support address
This information is specific to your site and used by Parametric Technology Technical Support as a means of determining your software configuration and licensing. This information is written to a support.inf file in the current working directory of Pro/ENGINEER.
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*What is the Utilities, Mapkey menu selection used for ?
The Utilities, Mapkey menu selection is used to create a mapkey by recording a series of menu picks and assigning these picks to a keyboard key or keys. The created mapkey can be stored in the config.pro file for use in other sessions of Pro/ENGINEER or be specified to be used in the current session only.
When Utilities, Mapkey is selected the Mapkey dialog box appears with the following options.
New - Create a new mapkey and starting recording picks.
Modify - Modify the highlighted mapkey.
Run - Execute the highlighted mapkey.
Delete - Delete the highlighted mapkey.
Save - Save the current mapkeys to a config.pro file.
See the Suggested Technique for Creating Mapkeys using the Mapkey Functionality for more information on the Mapkey functionality.
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*In which directory does Pro/ENGINEER create trail files?
Each time Pro/ENGINEER is executed, a trail file is created called trail.txt.n; where n represents the file version number which monotonically increases with each new file. By default, Pro/ENGINEER trail files are written to the current working directory. The config.pro option "trail_dir" can be used to specify a directory to which the Pro/ENGINEER trail files are to be written.
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*Why is Pro/ENGINEER unable to execute a trail file with the file name "trail.txt"?
Pro/ENGINEER does not allow trail files to be executed having the file name "trail.txt". The file must be renamed since Pro/ENGINEER creates a new file "trail.txt" each time the software is executed. Trail files must be in the format filename.txt; where filename represents a string other than "trail".
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*What would cause a trail file to go out of sequence?
There are many possibilities that would lead to a trail file going out of sequence. Before executing the trail file, the Pro/ENGINEER environment must be exactly the same as it was during initial creation of the trail file. For example, if the trail file retrieves a part and makes modifications to it, the same version of the part must reside in the same location as it was found initially. In addition, the same config.pro options must be utilized. If, for example, the display of datum planes was modified, this could cause an out of sequence error. If a trail file does go out of sequence, the user will be notified of the line number that could not be executed. To troubleshoot this type of problem, copy the original trail file to a backup name, then edit the original trail file by removing all the lines after the one that caused the out of sequence error. Also remove five to seven lines before the point of failure. At this point, rerun the edited trail file, then manually walk through the menu selections by viewing the backup trail file. By doing this, it will be clear what is causing the problem.
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*Is there a way to force the trail file to stop after each menu pick?
With the config.pro option "set_trail_single_step" set to "yes", a trail file will stop after each trail file step. Entering a carriage return will allow the trail file to proceed.
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*Is there a way to force the trail file to pause after each menu pick?
The config.pro option "trail_delay" will force a trail file to pause for a specified number of seconds between trail file steps. The value for the "trail_delay" option is the delay period specified in seconds.
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Q How can the size of the Pro/ENGINEER working window be controlled?
The default size of the Pro/ENGINEER working window can be controlled using the config.pro option "windows_scale". The window scaling factor is specified as the value to the "windows_scale" option ranging from 0.5 to 1.0. The default value for the "windows_scale" option is 1.0.
Pro/ENGINEER must be restarted in order for modifications to the value of "windows_scale" to appear.
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*How can the fonts used in the Pro/ENGINEER menus be changed?
There are several config.pro options that can be used to change the Pro/ENGINEER menu fonts.
The configuration file option "default_font" option is used to change the font used by Pro/ENGINEER for items other than the menu bar, menus and their children, and pop-up menus. For Unix machines, this must be the name of a font available at the X-server running Pro/ENGINEER. The "xlsfonts" command can be used to list available system fonts. The standard default font for Unix systems is helvetica, regular,12. The standard fonts for Windows NT and Windows 95 are inherited from the system settings made with the Control Panel. The "default_font" format should be:
default_font name, style, point_size
Spaces are acceptable and the values may be in any order. Example:
default_font courier, italic, 12
In addition, the configuration file options "menu_font" and "popuphelp_font" can be used to separately control the font of the menus and pop-up screens. Pro/ENGINEER must be restarted in order for these modifications to appear.
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*How can the default location of the Pro/ENGINEER working window be changed?
Pro/ENGINEER does not currently allow the default location of the Pro/ENGINEER working window to be redefined, however the scale of the working window can be modified using the config.pro option "windows_scale".
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*Is it possible to prevent the second column of menus from overlapping the Pro/ENGINEER working window?
With the config.pro option "menu_horizontal_hint" set to "right", Pro/ENGINEER will place the second column of menus to the right of the primary menus i.e. the ENVIRONMENT menu will appear to the right of the MAIN menu instead of overlapping the Pro/ENGINEER working window. Be aware that the working window may require a scaling factor using the config.pro option "windows_scale" to provide ample screen space for the secondary menus to be displayed.

Pro/ENGINEER must be restarted in order for modifications to the value of "menu_horizontal_hint" to appear.
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*How can a separate icon be made of each individual working window rather than iconifying the entire Pro/ENGINEER session?
With the config.pro option "iconify_entire_pro" set to "no", individual working windows can be iconified. The default value for "iconify_entire_pro" is "yes".
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Mapkeys
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*What would cause a mapkey to not work properly when it is executed?
The mapkey functionality allows a series of Pro/ENGINEER menu selections and keyboard input to be executed by a keyboard command. If a mapkey will not execute properly, check the following:
If the mapkey was defined during a session of Pro/ENGINEER, verify that the config.pro file has been loaded into the Pro/ENGINEER session using Utilities, Preferences...
Verify that the mapkey syntax has been specified correctly in config.pro.
Verify that the first menu selection defined in the mapkey is displayed in an active Pro/ENGINEER menu.
Verify that each Pro/ENGINEER menu selection that the mapkey is calling is not "grayed out". In other words, a mapkey will fail if a menu selection can not be interactively picked with the mouse pointer.
Verify that the definition of the mapkey in config.pro does not exceed 80 characters. It if does, continue it to the next line using a "\" at the end and then continue the definition on the next line.
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*Where is the mapkey functionality documented?
The mapkey functionality is documented in the Pro/HELP Online Documentation, under the topic To Define Your Own Mapkeys.
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*Is there a limitation in the number of characters that can be included in a mapkey?
All lines in config.pro are limited to 80 characters. Mapkeys containing many characters may be nested together to define a single operation:
Refer to the Pro/HELP Online documentation for further information.
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*How can a mapkey be defined to turn datums on and off?
The display of datum planes is a toggle function in Pro/ENGINEER. One mapkey is used to toggle the display:
MAPKEY dtm #ENVIRONMENT; #Disp DtmPl
Or, as of Release 20, there is a Toolbar icon which can be unselected for each of the datum features.
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*Why are mapkeys not recognized in the config.sup file?
Only the first mapkey defined in config.sup will be recognized in Pro/ENGINEER, per the definition of config.sup.
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*Can keyboard function keys be used in a mapkey?
Function keys may be used for mapkeys and should be defined as follows:
MAPKEY $F2 #FEATURE, #CREATE, #COSMETIC, #SKETCH, #NO XHATCH, #DONE
The "$" sign tells Pro/ENGINEER that F2 is the function key "F2" and not the alpha-numeric characters "F" "2". For NT machines, F10 is predefined as an NT utility and cannot be defined for a mapkey. For more information refer to the Pro/HELP Online Documentation.
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*How can a mapkey call another mapkey?
A mapkey may execute another mapkey. This is called nesting mapkeys:
MAPKEY param #set up; #parameters;
MAPKEY string %param; #part; #create; #string;
This example has the first mapkey "param" making the menu selections to shade the model. The second mapkey "string"
executes the first mapkey "param", defined by %param, and then creates a string parameter. For more information refer to the Pro/HELP Online Documentation.
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*How can keyboard input be included in a mapkey?
Keyboard input can be entered during the execution of a mapkey by selecting Pause for Keyboard Input during the mapkey creation. Then, when making the menu selections that will be included in the mapkey, Pause must be selected to allow the mapkey to stop, so that keyboard input may be entered. For example, to create a mapkey that will automatically create a new part, with a user-defined name, consisting of a default set of datum planes, refer to the Suggested Technique for Creating Mapkeys using the Mapkey Functionality . In this case, the mapkey would pause and wait for the user to input the name of the model, then continue on after the user presses the Resume button to create the default datum planes.
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*Can a mapkey prompt for a screen pick, then continue?
A mapkey may prompt for a screen pick, however it cannot continue once the selection has been made. An alternative technique is to define a second mapkey which will continue once the screen selection has been made.
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Customizing menus using menu_def.pro
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*Where is there detailed documentation on the menu_def.pro file?
Detailed documentation can be located in the Suggested Technique for Customizing Pro/ENGINEER menus using menu_def.pro .
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*Where does Pro/ENGINEER look for menu_def.pro files?
Similar to config.pro, menu_def.pro file can reside in any of 3 directories.
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*How can a menu pick be removed from a menu?
The default Pro/ENGINEER menu selections may not be modified or removed.
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*Why doesn't a menu_def.pro menu selection work when it is picked?
If the added menu selection aborts prematurely, check the following:

If the menu_def.pro file was created within the Pro/ENGINEER session, Pro/ENGINEER must be restarted in order for the modification to be recognized.
Verify that the menu syntax has been specified correctly in menu_def.pro.
Verify that the first menu selection defined in menu_def.pro is displayed in an active Pro/ENGINEER menu.
Verify that the each Pro/ENGINEER menu selection that added menu selection is calling is not "grayed out", in other words, an added menu selection will fail if a menu selection can not be interactively picked with the mouse pointer.
Verify that the definition of the menu selection in menu_def.pro does not exceed 80 characters.
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*How can a new menu selection be placed at the top of a menu?
All menu_def.pro menu additions will be displayed in the bottom of the target menu.
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*How can menu_def.pro be used to create a new menu?
A menu_def.pro will not allow a new menu to be created. Only new menu selections can be added to existing menus.
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Family Tables
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*How can the names of family table items (features, dimensions) be changed so that the names that appear in the column headings are more descriptive?
To change the name of a feature, select Set Up, Name, Feature, select the feature, then enter the new name for the feature. To modify dimensions, select Modify, Dim Cosmetics, Symbol, then enter in the symbol to replace the dimension symbol, "d#".
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*Is there a limit to the number of rows and/or columns that can be included in a family table?
There is no limit to the number of rows and/or columns that can be included in a family table. The size of the dialog box may have to be expanded, in order to see a large number of rows and/or columns at one time.
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*How can negative dimension values be entered in a family table?
In order to enter negative values, the dimension symbol must be preceded by a "$" sign when added to the family table.
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*What does it mean to have nested instances?
Nested instances refer to instances created within other instances.
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*What are .ptd and .idx files? Can they be deleted?
A .ptd file is a text file containing all the information found in the family table, including all instance names and their current values. The .ptd file is created by selecting File, Export Table, and selecting Pro/TABLE as the type of file to export. This file is not required for part retrieval and can be deleted. However, the .ptd file can be used to edit the family table outside of Pro/ENGINEER. If an instance is deleted by modifying the .ptd file, subsequent retrieval of the generic will ask the user if he or she wishes to clean up the family table, at which point any modifications made to the .ptd file will be reflected in the internal family table. In addition, as soon as the generic is stored, the internally stored family table.