Upgrading the Annotation Set

You can upgrade the annotation set imported from the previous releases. You can upgrade the annotation set standard version to be compatible with the one created on a current level.

Before you begin: Open a 3D shape containing an annotation set created on a previous level.

Right-click the Annotation Set.x and select Upgrade .

When the annotation set is upgraded, it supports the following standards:


Standards	Details
ASME Standards	ASME Y14.5 \| 2009 \| Dimensioning and tolerancing ASME Y14.41 \| 2012 \| Digital Product Definition Data Practices ANSI B4.2 \| 1978 \| Preferred Metric Limits and Fits Y14.36M \| 1996 \| Surface Texture Symbols
ISO Standard	ISO 129-1 \| 2018 \| Technical product documentation (TPD)- Presentation of dimensions and tolerances- Part 1: General principles. ISO 286-1 \| 2010 \| Geometrical product specifications (GPS)- ISO code system for tolerances on linear sizes- Part 1: Basis of tolerances, deviations, and fits. ISO 286-2 \| 2010 \| Geometrical product specifications (GPS)- ISO code system for tolerances on linear sizes- Part 2: Tables of standard tolerance classes and limit deviations for holes and shafts. ISO 1101 \| 2017 \| Geometrical Product Specifications (GPS)- Geometrical tolerancing- Tolerances of form, orientation, location, and run-out. ISO 1660 \| 2017 \| Geometrical Product Specifications (GPS)- Geometrical tolerancing- Profile tolerancing. ISO 2692 \| 2014 \| Geometrical product specifications (GPS)- Geometrical tolerancing- Maximum material requirement (MMR), Least Material Requirement (LMR), and Reciprocity Requirement (RPR). ISO 2768-1 \| 1989 \| General tolerances- Part 1: Tolerances for linear and angular dimensions without individual tolerance indications. ISO 5458 \| 1998 \| Geometrical Product Specifications (GPS)- Geometrical tolerancing- Positional tolerancing. ISO 5459 \| 2011 \| Geometrical product specifications (GPS)- Geometrical tolerancing- Datums and datum systems. ISO 8015 \| 2011 \| Geometric product specifications (GPS)- Fundamentals- Concepts, principles and rules. ISO 10579 \| 2010 \| Geometrical product specifications (GPS)- Dimensioning and tolerancing- Non-rigid parts. ISO 14405-1 \| 2016 \| Geometrical product specifications (GPS)- Dimensional tolerancing- Part 1: Linear sizes. ISO 14405-2 \| 2011 \| Geometrical product specifications (GPS)- Dimensional tolerancing- Part 2: dimensions other than linear sizes. ISO 14405-3 \| 2016 \| Geometrical product specifications (GPS)- Dimensional tolerancing- Part 3: Angular sizes. ISO 16792 \| 2015 \| Technical product documentation- Digital product definition data practices

While upgrading an annotation set, annotations and their behaviors are supported in the following ways:

Table 1. ISO Standard Features

Indication of a datum established from datum targets	After the upgrade, an existing datum established using datum target is updated with the Datum Target Indicator (DTI) text on the right side of the datum in 3D area that is composed of the labels of the targets. You can manually remove or move the position of the DTI text. It is automatically added again when you update the datum or the target, or create a new target. The position change is persisted on updating the datum or the target. The datum symbol is updated each time a datum target is added, modified, or deleted.
Indication of a datum established from a pattern of features	After the upgrade, an existing datum established from a pattern of features is updated with the symbol Nx to the right side of the datum. The N corresponds to the number of features the of the pattern that the datum is established from. You can manually delete the Nx symbol associated with the datum. However, it is automatically added the next time the datum is updated. You can also move the Nx text to change its position regarding to the datum. The position change is persisted on updating the datum. The Nx text is created only if the datum feature is not or no more a secondary annotation in a group of annotations. Datum becomes invalid if the number of components of the pattern feature are changed.
DRF indication for a datum established from a pattern of features	After the upgrade, an existing datum that is established from a pattern of features, is updated with the labels separated by a hyphen in both, the tree and in the DRF part of the geometrical tolerance annotations. If a DRF is created from a datum established from a pattern of features, its label is displayed in DRF panels.
Orientation plane	After the upgrade, Two Parallel Planes Tolerance Zone Definition element is converted in to an orientation plane and a datum feature (created if not already existing). This happens if the definition element is set using a planer face or a line element. For planar class definition element, it is a parallel to orientation plane. Otherwise it is a perpendicular to orientation plane.
Intersection planes	After the upgrade, the Toleranced Lines Definition Element is converted in to the intersection plane and datum feature (created if not already existing). This happens if: the definition element is set using a planer face or a line element. the tolerance case is Circularity, Line profile, or Straightness and the toleranced feature is planar or of prismatic class. For planar class definition element, it is a perpendicular to intersection plane. Otherwise it is a parallel to intersection plane (in this case, the tolerance is invalid because ISO 1101 prevents using parallel to the intersection plane for straight line).
Shifted profile tolerance zone	After the upgrade, GD&T having ASME definition of shifted profile tolerance zone is converted into ISO (UZ).
Datum feature direction	Datum feature direction is converted into plane situation feature. All the Datum system features that use the datum feature, get a plane situation feature [PL] for its datum feature that corresponds to the Datum Direction Definition Element.
Square symbol for Datum Target Rectangular sizes	An existing datum target with same rectangular size is displayed in the 3D area using square symbol.

Table 2. ASME Standard

Regardless of Feature Size symbol	The Regardless of Feature Size modifier is no more proposed in the Tolerances Elements Material Condition section of the Geometrical Tolerance panel. The Datum element(s) Material condition is removed from the Geometrical Tolerance panel as it is a part of DRF feature definition.

Table 3. ISO-ASME Standard

Datum element material condition converted into a datum system	The Datum Element(s) Material Condition modifiers of geometrical tolerance features are upgraded by moving their corresponding attributes from geometrical tolerance features to the datum reference frame features. If the same datum features sequence is specified with different modifiers in the feature control frames of geometrical tolerance features, new datum reference frame features are created and the corresponding geometrical tolerance features are rerouted on a new datum reference frame.
Projected tolerance zone	After the upgrade, the projected tolerance zone fictive geometry is converted into extended cylinder CG. A new extended cylinder CG feature is created (or retrieved if already created). The geometric tolerance attributes for projected tolerance zone are set appropriately.
Thread CG	After the upgrade, the graphic representation of the CG wires (Arc of Circle or Circle) is updated according to the thread representation parameter of the used standard.
Default specification operators for size and default specification elements for form association and tolerance feature filtering	After the upgrade, if semantic standard (at creation time or at standard switch time) is ISO, new properties displayed in the Standard tab of the Properties panel of the annotation set. After the upgrade, if the annotation set is using ISO semantic standard, a new contextual command, Add ISO default specifications text, is proposed on the annotation set feature.