Best Practice to Customize Fastener Assembly

Contents1. Fastener Part Templates......................................................................................................................2

1.1 Where to Save Fastener Parts......................................................................................................2

1.2 Origin and Orientation.................................................................................................................3

1.3 Remembered Constraints............................................................................................................3

1.4 Matching Parameters..................................................................................................................4

1.5 Create KRX File.............................................................................................................................4

2. Fastener Assembly Library...................................................................................................................5

2.1 Create/Populate Fastener Assembly Library................................................................................5

2.2 Configure Fastener Assemblies..................................................................................................11

2.3 Adding Fastener Assemblies to Holes........................................................................................13

1. Fastener Part TemplatesCreate bolt, nut, and washer as part family. There are rules to follow:

1.1 Where to Save Fastener PartsFastener templates parts will be used to configure fastener assembly, folder structure is used to save fastener parts. The following picture shows where to save template parts in native or TCE environment.

Note - In order to see above folder in Reuse Library browser, you need to use Reuse Library Management to add the folder.

Here is an example to create a folder structure in native and display in Reuse Library:

Infodba:mylibrary

Native folder

TCE folder

1.2 Origin and Orientation Create an absolute datum CSYS as first feature, and

give the feature name as “ORIGIN_CSYS”.

Note – The fastener parts will be located based on the datum CSYS. At the same time, the datum feature “ORIGIN_CSYS” will be used as pocket hole feature associative reference, pocket hole will not be able created without the “ORIGIN_CSYS” datum CSYS.

1.3 Remembered ConstraintsRemembered constraints should be added to the parts so that assembly constraints can be created automatically when the fastener parts are added to assembly.

Bolt

Nutand Washer

1.4 Matching ParametersMatching parameters are used in the Add Reusable Component and Fastener Assembly. When

interacting with a part family, NX chooses members by their matching parameters. Below are some recommendations:

Bolt DiameterLength

Nut and Washer DiameterThickness

The column used for the Length (Length) parameter in the part family table/spreadsheet must be AFTER the column used for the Size (Diameter) parameter

1.5 Create KRX FileKRX file will be created to save additional information such as bitmap, automatically search

drag/drop dimension for each template part. MB3 on member in Reuse Library, click on “Create KRX file”.

2. Fastener Assembly Library

2.1 Create/Populate Fastener Assembly Library

1. Create KRX files for all standard parts that will be used in the fastener assemblies2. Tools->Reuse Library->Fastener Assembly Assistant->Customize Fastener Assembly…3. Create a customer standard

a. Right-click on Fastener assembly library and select Add Standard

i.b. Create any additional categories (system creates “Bolts and Screws” and “Nuts and

Washers” by default).i. Right-click on the Standard and select Add Category

1.c. Create Types under each Category

i. Right-click on the Category and select Add Type

1.d. Specify the Hole Types for each Type

i. Right-click on Type and select Specify Hole Type

1.ii. Select the Add button on the dialog box that pops up

1.2. Populate the Type List by using the drop-down menus

a.

iii. Each part that is added to the Type will have the Hole Types that are defined for that Type.

1. Additional Hole Types can be defined for each individual partiv. The Hole Types determine which holes are available to create when the Create

Pocket option is selected when adding a KE part to an assembly.

1.

2.4. Add parts to the different Types

a. Right-click on the Type and select Add Part

i.ii. This brings up the Teamcenter Open Part Dialog box. Browse for the part you

would like to add to the Fastener Assembly Library and select OK

1.

iii. If using Native NX, the standard browse dialog appearsiv. Right-click on the added part and select Define Auto-match

1.

2. a. Populate the Size and Length parameters with values from the

drop-downs.

i. The drop-downs are populated by the column headings in the part family table/spreadsheets used by the KRX file

b. When populating the Auto-match for Nuts and Washers, the Outer size parameter is also available to populate

i. The Outer size parameter is only used when creating a pocket for the part

c. The column used for the Length parameter in the part family table/spreadsheet must be AFTER the column used for the Size parameter

NOTES

1. The Hole Series option is only available to parts that have been added to the Fastener Assembly Library

a. KE Part in the Fastener Assembly Library

i.b. KE Part not in the Fastener Assembly Library

i.2. The Fastener Assembly Library uses the item name, not the item ID

a.

b.c. Once a part name has been added to the Fastener Assembly Library, it cannot be added

again.i. It is recommended to have unique names for each part that is to be added to

the Fastener Assembly Library

2.2 Configure Fastener Assemblies1. Tools->Reuse Library->Fastener Assembly Assistant->Configure Fastener Assembly2. Enter a Configuration Name (type in the box)

a.3. The options under Hole Type (Standard, Form, and Screw Type) help to define the default

stacks for the configurationa. You can select any stack from the Fastener Assembly Library, not just from the specified

Hole Type.4. Double-click on the bolt

a.b. Use the drop-down lists to select the appropriate part you wish to be in the Fastener

Assembly.

i.c. Repeat the process for the Top Stacks and Bottom Stacks as well.

d. To add more parts to the stack, select the icon in the Action column of the Top Stacks or Bottom Stacks row

i.5. Once the desired configuration is created, select the Save icon and then hit OK (if you are

finished) or Apply (if you are going to create more configurations)

a.

2.3 Adding Fastener Assemblies to Holes1. Tools->Reuse Library->Fastener Assembly…

2.3. Select the hole(s) or face with the hole(s) you wish to add the Fastener Assembly to.

a. Note - if you select a face with multiple holes with multiple hole sizes, only the holes with the diameter that you select will get the Fastener Assembly. You will have to add other fastener assemblies to the other holes

b.4. Make sure the Select Fastener Assembly Configuration check box is selected.

a. 5. Select an appropriate value for the Minimum Screw Extend Length and the other settings

a.b. Create Fastener Assembly Node will add that fastener assembly as a sub-assembly with

a unique part numberi. If multiple Fastener Assemblies are added at the same time, they will each have

the same assembly number.

Select this icon if you want to be able to Preview the Fastener Assembly and modify any of the components that are pre-selected

Select this icon to change the part that was pre-selected by the Fastener Assembly Auto-match

ii. If the same Fastener Assembly is added at different times, they will each have a unique assembly number

6. Select OK7. The Configure Fastener Assembly dialog box will pop-up. Here you can select a preconfigured

Fastener Assembly, or create a Fastener Assembly on the flya. Use the same method mentioned above in step 4 of Fastener Assemblies to create a

Fastener Assembly on the fly

Notes

1. The Fastener Assembly uses the Auto-match parameters (Size and Length) defined in the Fastener Assembly Library to determine which family member to use for the assembly.

a. If a family member cannot meet the LENGTH requirement of the fastener assembly stack (thickness of washers, height of the nut, and depth of the hole), the Fastener Assembly Assistant will place the first family member defined in the spreadsheet into the hole.

b. The column used for the Length parameter in the part family table/spreadsheet must be AFTER the column used for the Size parameter.

2. Managing the Fastener Assembly Configurations and Fastener Assembly Library in Teamcenter needs to be setup in the NX Customer Defaults.

a. File->Utilities->Customer Defaultsi. Select Gateway

ii. Select Reuse Library

iii.

1. Item 00003 needs to have 3 datasets of type KRX attached to the Item Revision.

a. The three datasets are:i. HoleFastenerMap

ii. ReuseLibraryFastenersiii. FastenerAssemblyConfiguration

iv.b. The datasets will have .xml files as their Named References

2. NOTE – Item 00003 needs to be created. It does not exist in the system OOTB.

a. Also note that the Items can be defined (Item ID) however the user would like as long as it is properly called out in the Customer Defaults

iv.

1. Depending on the version of NX, you may have to have two separate items to hold the KRX datasets.

2. Item 00003 needs to have two KRX datasets attached to the Item Revision

a. HoleFastenerMapb. ReuseLibraryFasteners

3. Item 00004 needs to have one KRX dataset attached to the Item Revision

a. FastenerAssemblyConfiguration

4.5. NOTE – Items 00003 and 00004 need to be created. They do not exist in

the system OOTB.

a. Also note that the Items can be defined (Item ID) however the user would like as long as it is properly called out in the Customer Defaults