About the Filtering of 3D Tolerancing & Annotation

Non-displayed 3D Tolerancing & Annotation Features

When Keep annotations is selected, the 3D Tolerancing & Annotation features are all transferred even if they are not displayed.

• Those in NoShow in the original product are transferred, and kept in NoShow in the result product.
• Those in a given layer in the original product are transferred to the same layer in the result product, even if Keep layers and filters definition is not selected.
• They are transferred even if they are not displayed in the original product because of filters:
  • If Keep layers and filters definition is selected, they are displayed in the result product exactly as they were in the original product.
  • If Keep layers and filters definition is not selected, all the 3D Tolerancing & Annotation features (that are in show mode) of the result products are visible.
  • Even if the annotation sets are switched off in the original product, the 3D Tolerancing & Annotation data are transferred. The transferred annotation sets are in the same state (switched on or switched off) in the result product as in the original product. (see Disabling/Enabling Annotations in the 3D Tolerancing & Annotation user's guide).

Constructed Geometry

• Constructed geometry elements, displayed under the Construction geometries node of the Annotation Set in the tree, are fully transferred and are editable in the result product.
• Old constructed geometry elements (created before V5R13, and found under the OpenBody for 3D Annotations node) are special Generative Shape Design features.
  • They are transferred as datums, and no longer editable in the result product.
  • All the 3D Tolerancing & Annotation features that are applied to them in the original product are transferred and applied to the corresponding datum geometry in the result product.
  • Their links with captures are lost. As a consequence, old constructed geometry that was displayed by a capture in the original product is no longer displayed in the result product.

Thread Representation

Thread representations are linked to Part Design Threaded Holes or Thread features, or their corresponding Technological Results.

• As explained above, old constructed geometry elements are transferred as datums, and all the annotations linked to them are invalid.
• Threaded Holes or Thread features are not transferred, but their corresponding Technological Results are.
• If the Technological Results have not been generated, the transferred constructed geometry elements are invalid, and all the annotations that are linked to them are invalid.

  Original product
  
  

  Result product
  
  

• If the Technological Results have been generated, the transferred constructed geometry features are valid. They are linked to the Technological Results (even if they were linked to the Threaded Hole feature or the Thread feature). All the annotations that are linked to them are valid too.

  Original product
  
  

  Result product
  
  

  Notes:

  • Technological Results can be generated on Part Design Part Design Threaded Holes or Thread features, whatever their creation level.
  • The described behavior works for any new thread constructed geometry features whatever their creation level.

Parameters Linked to 3D Tolerancing & Annotation Features

All the parameters of the 3D Tolerancing & Annotation features are transferred.

• The formulas on these parameters are not transferred but the values of the 3D Tolerancing & Annotation parameters are kept.
• The attributes links of 3D Tolerancing & Annotation text features are not transferred but the content of the text is fully kept.
• The links to generative parameters are not kept.
• Tabulated geometrical tolerances that are based on the existence of length parameters having the names of the tabulated tolerances displayed in the callout are transferred but are invalid in the result products because the corresponding length parameters are not transferred.

Captures

A transferred capture has the same display in the result product as in the original product, except for the following cases:

• The geometry of the geometrical sets or bodies the capture is displaying has not been transferred (this is the case when the geometry is in no-show in the original products).
• The transferred annotations are invalid (they are displayed in the color that corresponds to the invalid 3D Tolerancing & Annotation features).

Captures Linked to Cameras

All the cameras that are linked to captures are partially transferred:

• The camera feature itself is not transferred.
• The view point definition of the camera is transferred as the view point attribute of the camera.
• When editing the capture in the result product, UndefCam is displayed in the Capture Options toolbar to let you know that a view point is defined, but is not linked to any camera.
• The display of a capture in the result product (corresponding to the filtering of a capture that uses a camera) is exactly the same as in the original product.
• Cameras that are not linked to captures are not transferred.

Note Object Attribute From a Ditto

Instances of Note Object Attribute from a Ditto are transferred by removing the link (if any) to the document that contains the reference Note Object Attribute. The instances of Note Object Attribute from a Ditto in the result products are linked to the Drawing documents that contain the corresponding detail.

Features Not Rerouted in the Result Product

When the result product does not contain any datum geometry corresponding to the original geometry (for example because the original geometry was in NoShow), the 3D Tolerancing & Annotation features behave as follows:

• Annotation: The annotations are transferred but are invalid. Except for their color (replaced by the one of invalid annotation), they are displayed exactly as in the original product (same position, same values …).

  Constructed geometry: The constructed geometry elements are transferred but are invalid.

  Original product
  
  

  Result product
  
  

• Restricted area: The restricted areas are transferred but are invalid.
• Views (that are associative to the geometry): The views are transferred but are no longer associative with the geometry.

Assembly Annotation Sets (ARM Methodology)

There is no special behavior for the duplicated geometry of ARM shape representations. The geometry is transferred only if it is in show mode.

For Product Filtering & Merging, if both the assembly geometry and the ARM duplicated geometry are transferred in the result 3D part, the transferred 3D Tolerancing & Annotation features are reconnected in priority to volume geometry.

Assembly or Regular Annotation Sets in Product Filtering & Merging

For each part instance found in the assembly product, the content of the annotation sets of their corresponding 3D parts is copied into the result 3D part by applying the position matrix of the part instance in the root product. In particular, the position matrix is applied to:

• The view axis system
• The capture view point.

If multiple instances of the same part are found in the assembly, the content of the annotation set of the corresponding 3D part is copied several times by applying the position matrix of each part instance. For example:

• In the assembly below, the part Wheel has been instantiated several times. The position of the instance Wheel has been modified by translation and rotation. As a consequence, the position of the Wheel annotation text is different for each instance.
  
  
• In the result product, the global position of the annotation text is kept.
  
  

When several assembly or regular annotation sets are involved, they are merged in a single regular annotation set. All the features of all the annotation sets are transferred without any simplification, except for the semantic datum. When at least one semantic datum already exists in the result product, the datum annotation is copied from the original part to the result part, and a merge is done as follows:

• If the origin part datum does not point a surface already pointed by a datum in the result part:
  • If its label is not already used by a datum in the result part, the merge does not modify the datum, the copied datum keeps the same label.

    No report is displayed.

  • If its label is already used by a datum in the result part, the original part label is modified, and it receives the first available datum label.

    If the copied datum is linked to a datum reference frame, the datum reference frame is also updated with the change made on the datum.

• If the origin part datum points a surface already pointed by a datum in the result part:
  • If the datum in the result part is linked to a datum reference frame:
    • The merge operation deletes the copied datum and replaces it with the existing datum.
    • The copied datum reference frame linked to the datum is deleted too.
    • All the copied annotations pointing this datum reference frame are migrated to the existing datum reference frame.
  • If the datum in the result part is not linked to a datum reference frame:
    • If the copied datum is linked with a datum reference frame, the merge operation replaces the existing datum with the copied datum.

      A report is displayed

    • If the copied datum is not linked to a datum reference frame, the merge operation deletes the copied datum and replaces it with the existing datum.

Deviations, Correlated Deviations, and Distance Between Two Points Features

When the Deviations, Correlated Deviations and Distance between two points features are invalid (this is especially the case when the points that define them are in no show in the original product), they are not displayed in the work area. They are only displayed in the tree with a "!"symbol to let you know they are invalid.

Selection Sets

If the option Keep selection sets is selected, the 3D Tolerancing & Annotation features belonging to selection sets are kept in the selection sets of the result products.

Misc.

• For Datum Reference Frames and Restricted Areas that are not manageable by 3D Tolerancing & Annotation capture:
  • A Datum Reference Frame is transferred if at least one geometric tolerance that uses it is transferred, or if all its datum components are transferred.
  • A Restricted Area is transferred if at least one annotation that applies to the restricting area feature or the restricted area feature is transferred.
  • If the subset of annotations to be kept does not contain some annotations that are required for the definition of an annotation of the subset, this annotation is invalid in the result part. This is also the case when the necessary annotations are deleted in the original part. For example, if a geometrical tolerance with Datum Reference Frame is part of the subset of the annotations to be kept, but one of the datums that define the Datum Reference Frame is not, the geometric tolerance is invalid.
• Assembly 3D Tolerancing & Annotation data are not fully transferred. Only their presentation is transferred but not their definition. They are then not editable (only their presentation such as position, graphic properties can be edited but not their meaning).
• V4 FD&T data cannot be kept when performing a Product Filtering.
• Sketches defining extraction views (Offset Section view and Aligned Section view) are not transferred as plain datums. The result is a sketch with elementary features (points, lines, curves).
• The graphic properties of element in the sketch used for extraction are not kept.
• The names of the Geometric Component features of the transferred 3D Tolerancing & Annotation features (that are displayed in the Geometry Connection Management panel) are not kept in the result product. They are replaced with a default name.
• Using the Keep annotations option when filtering a 3D Part modifies the original product.