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All CAD and analysis data used or created in the learning tasks are stored in an archive file, that can be downloaded via the Internet see following link and should be used to reproduce

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Peter Binde

Simulations with NX

Kinematics, FEA, CFD, EM and Data Management With numerous examples of NX 9

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Peter Binde, Dr Binde Ingenieure, Design & Engineering GmbH, Wiesbaden

Translated by the authors with the help of Dimitri Albert, Jan Helge Bøhn, Martin Geyer and

Andreas Rauschnabel

Distributed in North and South America by Hanser Publications

6915 Valley Avenue, Cincinnati, Ohio 45244-3029, USA

Fax: (513) 527-8801

Phone: (513) 527-8977

www.hanserpublications.com

Distributed in all other countries by Carl Hanser Verlag

Postfach 86 04 20, 81631 Munich, Germany

Fax: +49 (89) 98 48 09

www.hanser-fachbuch.de

The use of general descriptive names, trademarks, etc., in this publication, even if the former are not especially identified, is not to be taken as a sign that such names, as understood by the Trade Marks and Merchandise Marks Act, may accordingly be used freely by anyone.

While the advice and information in this book are believed to be true and accurate at the date of going to press, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors

or omissions that may be made The publisher makes no warranty, express or implied, with respect to the material contained herein.

Cataloging-in-Publication Data is on file with the Library of Congress.

Bibliografische Information der deutschen Bibliothek:

Die Deutsche Bibliothek verzeichnet diese Publikation in der Deutschen Nationalbibliografie; detaillierte bibliografische Daten sind im Internet über <http://dnb.d-nb.de> abrufbar.

All rights reserved No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying or by any information storage and retrieval system, with- out permission in writing from the publisher.

© Carl Hanser Verlag, Munich 2014

Copy editing: Jürgen Dubau, Jan Helge Bøhn

Production Management: Andrea Reffke

Coverconcept: Marc Müller-Bremer, www.rebranding.de, Munich

Coverdesign: Stephan Rönigk

Typeset, printed and bound by Kösel, Krugzell

Printed in Germany

ISBN 978-1-56990-479-4

E-Book ISBN 978-1-56990-480-0

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Preface 1

1 Introduction 3

1.1 Learning Tasks, Learning Objectives, and Important Prerequisites for Working with the Book 5

1.2 Work Environments 7

1.3 Working with the Book 8

2 Motion-Simulation (Multibody Dynamics) 11

2.1 Introduction and Theory 11

2 1 1 Simulation Methods 12

2 1 2 Restrictions 14

2 1 3 Classifications of MBD 14

2.2 Learning Tasks on Kinematics 15

2 2 1 Steering Gear 15

2 2 2 Top-down Development of the Steering Lever Kinematics 33

2 2 3 Collision Check on Overall Model of the Steering System 50

2.3 Learning Tasks on Dynamics 59

2 3 1 Drop Test on Vehicle Wheel 59

2.4 Learning Tasks on Co-Simulation 68

2 4 1 Balancing a Pendulum 68

3 Design-Simulation FEM (Nastran) 79

3.1 Introduction and Theory 80

3 1 1 Linear Statics 81

3 1 2 Nonlinear Effects 83

3 1 3 Influence of the Mesh Fineness 85

3 1 4 Singularities 86

3 1 5 Eigenfrequencies 87

3 1 6 Heat Transfer 89

3 1 7 Linear Buckling 90

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3.2 Learning Tasks on Design Simulation 90

3 2 1 Notch Stress at the Steering Lever (Sol101) 91

3 2 2 Temperature Field in a Rocket (Sol153) 139

4 Advanced Simulation (FEM) 149

4.1 Introduction 150

4 1 1 Sol 101: Linear Static and Contact 151

4 1 2 Sol 103: Natural Frequencies 151

4 1 3 Sol 106: Nonlinear Static 152

4 1 4 Sol 601/701: Advanced Nonlinear 152

4.2 Learning Tasks on Linear Analysis and Contact (Sol 101/103) 154

4 2 1 Stiffness of the Vehicle Frame 154

4 2 2 Size and Calculation of a Coil Spring 185

4 2 3 Natural Frequencies of the Vehicle Frame 199

4 2 4 Clamping Seat Analysis on the Wing Lever with Contact 207

4.3 Learning Tasks Basic Non-Linear Analysis (Sol 106) 229

4 3 1 Analysis of the Leaf Spring with Large Deformation 229

4 3 2 Plastic Deformation of the Brake Pedal 239

4.4 Learning Tasks Advanced Nonlinear (Sol 601) 249

4 4 1 Snap Hook with Contact and Large Deformation 249

5 Advanced Simulation (CFD) 271

5.1 Principle of Numerical Flow Analysis 272

5.2 Learning Tasks (NX-Flow) 273

5 2 1 Flow Behavior and Lift Forces at a Wing Profile 273

6 Advanced Simulation (EM) 297

6.1 Principles of Electromagnetic Analysis 298

6 1 1 Electromagnetic Models 299

6 1 2 Maxwell Equations 300

6 1 3 Material Equations 302

6 1 4 Model Selection 303

6 1 5 Electrostatics 306

6 1 6 Electrokinetics 306

6 1 7 Electrodynamics 306

6 1 8 Magnetostatics 307

6 1 9 Magnetodynamics 307

6 1 10 Full Wave (High Frequency) 307

6.2 Installation and Licensing 308

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6.3 Learning Tasks (EM) 310

6 3 1 Coil with Core, Axisymmetric 311

6 3 2 Coil with Core, 3D 326

6 3 3 Electric Motor 330

7 Management of Analysis and Simulation Data 351

7.1 Introduction and Theory 351

7 1 1 CAD/CAE Integration Issues 351

7 1 2 Solutions with Teamcenter for Simulation 352

7.2 Learning Tasks on Teamcenter for Simulation 354

7 2 1 Carrying out an NX CAE Analysis in Teamcenter 355

7 2 2 Which CAD Model Belongs to which FEM Model? 362

7 2 3 Creating Revisions 365

8 Manual Analysis of a FEM Example 371

8.1 Task Formulation 371

8.2 Idealization and Choice of a Theory 372

8.3 Analytical Solution 372

8.4 Space Discretization for FEM 373

8.5 Setting up and Solving the FEA System of Equations 374

8.6 Analytical Solution Compared with Solution from FEA 376

Bibliography 379

Index 383

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Virtual product development has gained significant importance in particular through the integration of 3D solid based modeling, analysis and simulation Supported by the rapid enhancement of modern information and communication technology application inte-grated virtual product development has become an essential contribution in higher engi-neering education, continuing education as well as in industrial advanced and on-the-job training.

Since 2003 Technische Universität Darmstadt has been selected and approved as PACE university and has become a part of the international PACE network PACE stands for

Partners for the Advancement of Collaborative Engineering Education and is a sponsoring

program initiated by General Motors Corp (in Germany Adam Opel GmbH) PACE is driven by General Motors Corp., Autodesk, HP (Hewlett Packard), Siemens, Oracle, and further well acknowledged companies of the virtual product development branch (www pacepartners.org) Donations and sponsoring through the PACE partner companies has

facilitated the preparation and the publishing of this book

This publication has been developed based on cooperation between Dr Binde nieure  – Design & Engineering GmbH (www.drbinde.de) and the Division of Computer

Inge-Integrated Design within the department of Mechanical Engineering of Technische versität Darmstadt (www.dik.maschinenbau.tu-darmstadt.de).

Uni-We thank very much Mr Haiko Klause for his support to chapter 7 and Mr Andreas chnabel for his contribution to the Motion and FEM examples for Version 9 of the CAD system NXTM Furthermore we are grateful for the support of Carl Hanser Verlag, mainly Mrs Julia Stepp A very special thank you is dedicated to Prof Dr Jan Helge BØhn who supported us through his excellent cross-reading Last but not least we thank all readers who encouraged us to prepare this book also in English

Raus-We wish all readers and users a successful application of the selected examples and fully a beneficial knowledge acquisition usable for both, the successful graduation and the successful knowledge application during the industrial career

hope-August 2014

Prof Dr.-Ing Reiner Anderl

Dr.-Ing Peter Binde

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1 Introduction

Engineering science has seen significant changes take place during the past two decades

These changes have been driven by a powerful development of information and

commu-nication technologies and their introduction into both the product development process

and the products themselves In essence, it has enabled computer integrated virtual

prod-uct development, complete with integrated 3D modeling, analysis, simulation, and

optimi-zation

The primary goal of virtual product development is the efficient development of

innova-tive product solutions that satisfy the customers’ needs Consequently, the integration of

computer-based methods into the digital workflow of the product development process

has become critical to the success of virtual product development

Engineering, designing, and detailing are all essential tasks for the development of

inno-vative product solutions, as is the ability to accurately predict the product’s behavior

subject to the multitude of potential use cases and operating conditions Fortunately, with

the continuous improvement of information and communication technologies, and with

the subsequent improvements in integration of computer aided design, analysis,

simula-tion, and optimizasimula-tion, it has become increasingly easier to complete these essential

prod-uct development tasks

Information and communication technologies (ICT) are increasingly influencing the

prod-uct development process, especially as the process becomes increasingly virtualized This

influence results from:

ƒRapid information acquisition from sources worldwide;

ƒAvailability of new computer-based methods for product development and design  –

such as for product modeling (e. g., parametric, feature based, and knowledge-driven

CAD); analysis, simulation and optimization (e. g., finite element analysis (FEA),

multi-body simulation (MBS), and computational fluid dynamics (CFD)); rapid validation and

verification (e. g., digital mock-up (DMU)); rapid prototyping (e. g., virtually by using

vir-tual and augmented reality, or physically by using generative manufacturing machines);

and processing product data in successive process chains (so called CAX processes); and

ƒMapping of the organizational and workflow structures within product data

manage-ment (PDM) systems, with the aim to provide easy, intuitive, and immediate access to

development status, progress, and results

Impact of information and communication technologies on product development

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The concept of virtual product development has clearly been shaped by the deep tion of ICT into the product development process, to provide seamless flows of product data Virtual product development can be systematically achieved over an escalating set

penetra-of levels (see next figure) These levels consist penetra-of:

Assembly-+ information + Functionalinformation

Assembling-+ Material+ (SoftwareLogics)

+ Production+ Controlling+ Logistics+ Finances+ Marketing

Virtual Prototype/

Virtual Product

Virtual Factory

Product Data Management

3D CAD is the fundamental basis for describing product geometry; usually modeled as solid geometry These digital product descriptions involve single-part modeling as well as assembly modeling, and generally describe a product structure This modeling is typically parametric and feature-based

Digital mock-ups (DMU) provide a visual representation of the product structure, ing the part and assembly geometries These geometries are typically approximated using triangles When the part and assembly models are represented as solids, and comple-mented by material data, then mass properties, such as mass and center of gravity, can be estimated Digital mock-ups enable virtual prototyping for simulating assembly and dis-assembly processes, and for investigating collision detection

includ-Virtual prototypes – often referred to as digital prototypes – include material and physical properties in addition to part geometries and product structures These prototypes can therefore be used to simulate the functional and physical behavior of a product while

Levels of virtual product

development

3D CAD is the

fundamental basis

DMU

The most important

simulation methods are

FEA, MBS and CFD

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visualizing its behavior The functional and physical modeling within a virtual prototype

tends to be application and discipline specific Typical applications include stress analysis

using finite element analysis (FEA) based on the finite element method (FEM), multi-body

simulation/dynamics (MBS/MBD), or fluid dynamic simulation using computational fluid

dynamics (CFD) Simulations may also integrate thermal analysis, electromagnetic

analy-sis (EM), or kinematic analyanaly-sis, or their combinations, usually based on FEA, to more fully

investigate and understand the product behavior

The term virtual product refers to the aggregation of a product’s physical properties

to-gether with its logical dependencies to produce a comprehensive, interoperable product

model

The term virtual factory refers to the digital representation of a factory, including its

physical properties and manufacturing processes The objective is to facilitate simulation,

analysis, and optimization of factory operations, including material flows, logistics, and

order processing

Product data resulting from the application of the various modeling, analysis, simulation

and optimization software systems is stored as files in the product data management

(PDM) system, enhanced by meta-data representing organizational and workflow

informa-tion such as release status, effectivity, identificainforma-tion, classificainforma-tion, and version numbers

The increasing use of 3D CAD in industry leads to an increasing need to integrate

nu-merical analysis, simulation, and optimization methods and tools With this integration,

product data, once it is described or generated, can then be used and reused in successive

processes to avoid manual reentry errors, and to identify errors and mistakes early This

in turn enhances product quality and increases the efficiency of the virtual product

devel-opment process and successive physical product realization

■ 1.1■ Learning Tasks, Learning Objectives,

and Important Prerequisites for

Working with the Book

Based on the objective to use 3D CAD data for analysis, simulation and optimization, the

question of how 3D CAD data can be further used follows For this purpose representative

example scenarios for the procedures of the finite element method, the multi-body

simula-tion, fluid dynamics and the electromagnetic simulation have been developed in this

book, by which the integration of modeling, analysis and simulation will be presented

The here outlined scenarios are based on the 3D CAD system NX9 and its integral

analy-sis and simulation modules

To facilitate understanding the methodology and to shorten the training period, a single

contiguous assembly was chosen for most learning tasks of this book This is the CAD

model of the legendary Opel RAK2 that was created in student projects as a 3D CAD solid

The PDM system manages all product data generated through virtual product develop- ment

The training content is taught on the basis of methodology examples

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model in the past at the Department of Computer Integrated Design (DiK, TU Darmstadt), for which to take this opportunity, any party shall be gratefully acknowledged.

A colored version of this figure is available at www.drbinde.de/index.php/en/203

In 1928, Fritz von Opel, grandson of Adam Opel, built the rocket driven cars RAK1 and RAK2 for testing purposes With RAK2 he reached a speed record of 238 km/h on the AVUS, the Berlin high speed track, on 23/05/1928 The RAK2 was powered by 24 solid-

The CAD model of the

Opel RAK2 forms the

basis for learning tasks:

The figure shows some

sample images

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fuel rockets, which were filled with 120 kg of fuel This attempt to establish the rocket

engine was followed by further attempts by road, rail and air

All CAD and analysis data used or created in the learning tasks are stored in an archive

file, that can be downloaded via the Internet (see following link) and should be used to

reproduce the examples

The following Internet link must be used to download the archive file This

file contains all CAD models, analysis and result files Furthermore, the

installation files for the electromagnetic solver are included in this file The

size is 188 MB

download link: www.drbinde.de/index.php/en/203

The training content is taught using practical examples Functions of the NX system are

therefore not explained isolated, but always in connection with an example Since this is

similar to learning from real-world projects, this method is efficient, memorable and

mod-ern didactic

The chapters are structured in a way that follows the didactic concept of continuous

learning progress, but also build on the fundamentals of working with 3D CAD, in

par-ticular the system NX9 Therefore, knowledge of the construction of 3D parametric

mod-els and assemblies as well as general technical understanding is required, as it is usually

taught in technical vocational education

The learning objective is to convey to the student designer or analysis engineer the

knowl-edge that he or she needs to solve simple tasks using the finite element method, multibody

simulation, and flow simulation within NX itself, and to develop an understanding of these

technologies in general However one must not expect that complex practical problems

can immediately be solved using the intermediate level of knowledge presented in this

book This would be an excessively high claim that would be placed on the book Instead,

a novice develops into an expert by working through as many as possible practical tasks

and thereby collects valuable experience His experience thus results from successfully

developed projects This book, with its learning examples, provides important basic

expe-riences and thus forms the basis for a systematic expandable wealth of experience

■ 1.2■Work Environments

Engineering simulation problems can be subdivided into four classes: rigid bodies, elastic

bodies, fluids, and electrical/magnetic bodies Rigid body systems are simulated using

Multibody Dynamics programs (MBD); elastic and also electric/magnetic bodies are

simu-lated using the Finite Element Method (FEM); and flow tasks are simulated using

Computa-tional Fluid Dynamics (CFD).

Prerequisites for working with the book

Objective is to build a fundamental wealth of experience

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Technical Simulaon

Rigid Bodies Elasc Bodies Fluids Electric Bodies Rigid Body Mechanics Structural Mechanics Fluid Mechanics Electromagnecs (EM)

(Mulbody Dynamics) (Finite Element (Computaonal (Finite Element

Method) Fluid Dynamics) Method)

Within the NX system there are several modules for engineering simulation The three most important ones used in this book are (in addition to some others that are not covered here):

ƒMotion Simulation for kinematic and dynamic motion simulations with MBD;

ƒDesign-Simulation FEM for simple structural, thermal, and eigenfrequency analysis; and

ƒAdvanced Simulation for complex simulation tasks: This module is intended for

engi-neers that focus on analysis Additional simulation capabilities include modeling and simulation of complex assembly structures and the choice of various solvers for ad-dressing particular physical phenomena The problem domains that can be addressed include structural mechanics, thermodynamics, fluid mechanics, and electromagnetism (EM)

The working environments for these modules have a common interface, and default to only include those features that are useful in the selected context

This book looks in detail at these working environments Possibilities and limitations will

be illustrated by examples

■ 1.3■Working with the Book

The book is organized into chapters as follows:

ƒMotion Simulation,

ƒDesign Simulation,

ƒAdvanced Simulation (FEM),

ƒAdvanced Simulation (CFD),

ƒAdvanced Simulation (EM), and

ƒmanual analysis of an FEM example

First, we will explore motion simulation (Chapter 2) because this class of analysis is mon in engineering design and is usually carried out first The joint forces that are deter-mined here are often used in subsequent strength analysis using FEM

com-Technical simulation can

be roughly divided into

four parts

The CAD system NX

pro-vides three modules for

technical simulation

Structure of the book

The joint forces are

calculated in Motion

Simulation

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The chapters can be largely worked through independently That means, those who do not

care for motion simulation, can skip that chapter The one exception is that those

inter-ested in FEM and “Advanced Simulation (FEM)” (Chapter 4), should first read “Design

Simulation FEM (Nastran)” (Chapter 3) to attain the necessary prerequisites

At the beginning of each chapter an introduction to the principles of each topic is given

For the analysis newcomer these statements might sound very theoretical and difficult

But this should not discourage you to begin with the learning tasks on this subject, on

which the focus lies Explanations in the learning tasks usually build on the principles of

the introductions, clarify and expand them A hurried reader therefore can skip these

introductions, and go straight to the learning tasks

The download files belonging to this book (www.drbinde.de/index.php/

en/203) contain the RAK2 folder This includes all outlined learning tasks

to the areas motion, structural, thermal, and flow simulation A second

folder named EM contains installation files and examples for

electromag-netics There are also solution files in the download file available so that

any result can be looked up in it For working through the book this entire

file should be unpacked and copied to a directory on the hard disk of the

computer

The learning tasks of a chapter can best be worked through in the order given, because

all learning content builds on each other In Motion and Design Simulation, as well as EM,

each first learning task is a basic example All important principles and foundations are

taught here, which are necessary to understand and build the following learning tasks

When describing the learning tasks, there is a distinction between background

explana-tions and steps to be carried out (mouse clicks in NX) Steps to be carried out are always

marked with the pin icon:

ÍHere a step to be carried out is described

Very hurried readers can therefore skip the background explanations (hopefully, they

understand intuitively quite a bit) and jump straight from one pin icon to the next

To work through the learning tasks, a computer with NX installation must be available

The examples were calculated by NX9, but should also work in other NX versions e. g

NX8.5 or 10 With a normal installation of NX9, all required modules for simulation,

espe-cially the NX Nastran solver, are automatically installed It is, other than with previous

NX versions, no longer required to define specific environment variables for the

simula-tion manually

Only for electromagnetic simulation (Chapter 6) the installation of some additional files is

required But this is explained at the beginning of the chapter

In addition, the computer hardware should preferably be well equipped We would like to

give the following recommendations:

ƒProcessor: The highest possible clock frequency is essential for all simulation problems

A hurried reader can also directly start with the examples

In each case the first example is of fundamen- tal nature

Pin icons indicate steps

to be performed

NX installation and computer performance

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ƒMulti-Processor: For FEM analyses and some thermal analysis, the use of multiple cessors is supported.

pro-ƒMemory: FEA, thermal and fluid flow analysis need a lot of memory There is a simple rule: the more, the better To work through the examples in this book, we recommend

at least 4 GB of main memory

ƒHard drive: Again, There should be enough free disk space available For the examples

in this book we recommend at least 2 GB

ƒ32-/64-Bit Operating System: For medium to large analysis models 64-bit architecture must be selected, since much more memory can be addressed here The EM installation will only run on 64-bit systems

For more information on these topics, we recommend reading the documents [nxn_paral] for parallel-processing and [nxn_num] for efficient memory usage with NX/Nastran.For motion analysis there are two solvers available: Adams and RecurDyn The learning tasks of this book were carried out with the RecurDyn solver, but can also be run with Adams

Well, our introduction is now complete We wish you fun and success in learning!

Bibliography

[nxn_num] NX Nastran Numerical Methods User’s Guide Online-Documentation to NX

Nastran[nxn_paral] NX Nastran Parallel Processing User’s Guide Online-Documentation to NX

NastranPresetting the motion

solver

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2 Motion-Simulation

(Multibody Dynamics)

In Section 2.1, first the theory, limitations, special effects, and rules of this discipline are

represented This is followed by kinematic learning tasks, which first start with a basic

example (Section 2.2.1) In the second learning task, principle sketches and kinematics

are used to support the early design phase (Section 2.2.2) In the third task, collisions and

assembling of various sub-kinematics are treated (Section 2.2.3) The fourth learning task

deals with dynamic problems and the simulation of contact (Section 2.3.1) and the final

task deals with the coupling of NX-Motion with MATLAB® Simulink® for the so-called

co-simulation (Section 2.4.1)

■ 2.1■Introduction and Theory

Motion simulation offers the designer the ability to control the movements of his or her

otherwise statically constructed machine This allows that a better understanding of the

machine can be obtained and it can be checked whether the movement of the

compo-nents leads to collisions It also can be checked if the machine can carry out the desired

movement, or even reach certain positions Often one of the tasks is to adjust the

geo-metrical dimensions suitable The use of parametric CAD is often an important way to

create variants

But also and especially in the early stage of the design process when only first rough draft

designs are available, the use of kinematic analysis is very useful Using the motion

simu-lation application, principle sketches or simple curves can be moved and their

dimen-sions can be optimized Thus, the sketches of the early design phase become

movement-based control sketches In the further design process, the kinematic models can be used

over and over again to check the latest state of the mechanism

As soon as mass properties are assigned to the CAD geometry, motion analysis can be

extended to dynamic analysis In this case bearing forces, velocities and accelerations can

be determined Therefore motion analyses are often preparations for subsequent FEM

analyses because the FEM use bearing forces as boundary conditions Based on the

re-Content of the chapter

Use cases and benefits

of motion simulation in practice

Mass properties of the components expand the area into the dynamics

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sults (forces and translations) it is possible to choose springs, dampers, additional masses, vibration absorbers, bearings (load capacity) etc from supplier catalogs.

Users of motion simulation should have experience in modeling parts and assemblies with the NX system This is necessary because the examples in this chapter do not only use finished assemblies, but partly also make changes in the construction methodology necessary However, no further previous experience is required

Motion simulation covers the part of the mechanics that deals with rigid bodies Usually there is a plurality of rigid bodies that are connected to each other by joints Such prob-lems appear, for example, in chassis of automobiles The software for the analysis of such tasks is denoted by the term MBD program. MBD means Multibody Dynamics.

Technical Simulaon

Rigid Bodies Elasc Bodies Fluids Electric Bodies Rigid Body Mechanics Structural Mechanics Fluid Mechanics Electromagnecs (EM)

(Mulbody Dynamics) (Finite Element (Computaonal (Finite Element

Method) Fluid Dynamics) Method)

Within the CAD model, the user defines moving rigid bodies (links), joints, drivers, and possibly external forces or constraints Even springs and dampers may be involved

Definition of links

Creation of geometry joints and driversDefinition of Solving the solution Post processing of results

Links are usually defined using CAD geometry (components and assemblies) In addition, the CAD system, with its powerful capabilities, can also be used to define, for example, cams or other control elements

2.1.1■Simulation Methods

It is difficult to generalize how MBD methods work because the different solvers, ing RecurDyn and ADAMS, work quite differently For a detailed description on ADAMS, see [adams1]; and for a detailed description on RecurDyn, see [RecurDyn1]

includ-Internally, the moving bodies, joints and drivers are converted into a mathematical tem of differential equations, which is then solved to determine the desired quantities This includes the displacements, velocities, and accelerations of the moving bodies and joints, as well as the reaction forces at the joints

sys-Each component that is defined as moving body has to be cut free, and six dynamic tions (describing forces and accelerations) and six kinematic equations (describing posi-tions and velocities) in the translational and rotational directions are established These equations thus form a system of equations describing the motion

equa-Subdivision of technical

simulation in four fields

Process steps in the

MBD analysis

Additional literature

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The number of unknowns in the system of equations can be reduced by adding

con-straints Each joint that restricts the possibility of movement of two bodies may be

ex-pressed in the form of additional equations in the system of equations For example, a

revolute joint between two moving bodies leads to a reduction of five unknowns in the

system of equations because only one rotational degree of freedom remains where once

there were six

gm1

m2

Motion drivers, which define the displacement, the velocity or the acceleration, also

re-duce the degrees of freedom (DOF) A rotational driver, for example, with an enforced

speed of 360 deg/sec, reduces the number of DOF by one On the other hand, forces and

torques, appearing on the motion model, neither bring additional unknowns into the

sys-tem nor reduce the count of DOF

That way, the count of the DOF is reduced either to zero (in which case the system of

equa-tions can be solved directly) or to a number greater than zero In the second case, the

system can be solved by adding initial conditions and integrating the equations over the

time In the case of zero degrees of freedom, we have a kinematic system; otherwise we

have a dynamic system to be solved

It also should be noted that the resulting system of equations is either linear or nonlinear,

depending on the correlations in the system that the various types of joints introduce

While simple types of joints such as revolute, slider, or spherical joints behave linearly,

complex joints such as the point on curve connections require nonlinear equations Linear

equation solvers – as they are usually used for FEM – are therefore not used for solving

MBD systems For MBD rather such solvers with ability to reduce the order are used

After solving the system of equations, the following variables are available for

post-pro-cessing:

ƒtranslational velocity

ƒrotational velocity

A differential system of equations is set up

Drivers and constraints reduce the number of unknowns

Some kinds of joints cause nonlinearity in the system of equations

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ƒcoordinates of center of gravity

ƒorientation angles

ƒapplied, external Forces

ƒForces in joints and constraints

2.1.2■Restrictions

A very basic property and restriction of MBD is given by the rigidity of the considered body A link can be moved in space, but cannot be deformed For MBD, real bodies are reduced to their mass and inertia properties and their geometrical dimensions, while their deformation properties are neglected This is the fundamental difference from the structural mechanics, which uses FEM to consider flexible bodies, including their defor-mations and stresses The disadvantage of linear FEM compared to MBD is that no move-ments and only small deformations can be simulated The assumption of rigidity in the motion links in MBD therefore has the advantage of simplifying the analysis and reducing the computational effort, thus enabling even complex motions of large assemblies to be analyzed

In reality, however, there are some effects that are difficult to model using MBD These include clearance, tolerance, and flexibility Because such effects are often not taken into account in the MBD model, in some cases it may appear, for instance, that a clamping situation has occurred, when in reality there is a slight clearance in the joints or there is some flexibility in the body to ensure motion without any problems

Clearances can be considered in MBD as well, but then the corresponding parts must be considered dynamic and the contacts with restoring forces must be modeled If so, the system will have open degrees of freedom, which will make the problem significantly more difficult to solve

2.1.3■Classifications of MBD

For a classification of motion simulation we refer to the classification of mechanics as it is, for example, described in [HaugerSchnellGross] Accordingly, the mechanics may be di-vided into kinematics and dynamics.

The kinematics is the science of the temporal and spatial movement, without regarding

forces as a cause or effect of the movement The dynamics, however, deals with the

inter-action of forces and movements It is divided into the statics and kinetics The statics deals

with the forces at stationary bodies (e. g., a truss in equilibrium), while the kinetics ines actual movements under the effect of forces

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Technical Simulaon

Rigid Bodies Elasc Bodies Fluids Electric Bodies

Rigid Body Mechanics Structural Mechanics Fluid Mechanics Electromagnecs (EM)

(Mulbody Dynamics) (Finite Element (Computaonal (Finite Element

Method) Fluid Dynamics) Method)

Degrees of freedom = 0 Forces and moons

Forces without moons Degrees of freedom > 0

All these phenomena can be analyzed with NX Motion, with the restriction of rigid bodies

in the MBD Furthermore, starting with version NX 7.5, it has also been possible to take

into account single flexible bodies in the MBD These bodies must be prepared in advance

using FEM, which means that the stiffness matrix must be determined (in reduced form)

and included as Flexible Body in the MBD system.

Kinematic systems are characterized by the fact that all degrees of freedom of a moving

body are determined This determination may be made either by joints or by driver rules

Such systems are predictable to a certain extent, and can also be referred to as

motion-driven systems (tied movement)

Kinetic systems are available if one or more degrees of freedom are undetermined The

motion then results from external forces (untied movement) For example, the force of

gravity can lead to a swinging movement of a lever with rotational DOF Kinetic systems

are therefore also known as power-driven systems

■ 2.2■Learning Tasks on Kinematics

2.2.1■Steering Gear

This basic example will explain the most important issues that are necessary for a simple

motion analysis using the NX system The example will take the user through the process

of generating links (the motion bodies in NX) and basic joints, and uses the articulation

function as the driver since it is well suited for purely kinematic motion simulations In

addition, the function for dynamic analysis will be used as a method for detecting

indefi-nite degrees of freedom

Classification of MBD Simulations

Flexible bodies are a special case

Determined and undetermined degrees

of freedom

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This kinematic model is here first created as a single mechanism In a later example, this mechanism will be modularly assembled with other mechanisms to form a larger motion model.

This basic example should be performed by everyone who wants to work with NX Motion

2.2.1.1■Task

A designer has redesigned the levers for the steering gear Now he or she has to check if collisions occur Therefore, a kinematic model must be created that allows the rotational movement of the steering wheel, and (associated with it) of the pitman arm

In this task, the steering gear of the RAK2 and its steering wheel and pitman arm are used The steering gear is accommodated in a housing and connects the steering wheel with the pitman arm

For this task, the simulation should only be used for visual control, however, the tion of minimum distances to other components, the study of the resulting reaction forces

examina-in the joexamina-ints and collision checks would be possible examina-in further analyses

In the following section some principles are explained at first Thereafter, the solution steps for this task are presented Very urgent readers can skip the next section and move straight to the creation of the model (see Section 2.2.1.4)

2.2.1.2■Overview of the Functions

In the kinematics application (Motion Simulation) the kinematic or kinetic model is

estab-lished and the simulation is performed and evaluated The following figure shows the

Motion toolbar that appears after changing to the module The toolbar contains all the

main features of the Motion module that are used Usually, this toolbar is along the left

edge of the NX window

The aim is to control

the design

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The following is an overview of the main functions of the Motion module, which already

refer to the later use Very hurried readers can skip this section and proceed immediately

to the creation of the model (Section 2.2.1.4)

ƒ The function Environment allows the basic setting of the system for kinematic or

kinetic properties (herein called Dynamics) For our task, we will adjust “Dynamics”,

although it is actually a kinematic model The reason for this approach is, that the user

has more possibilities, which contribute to a better understanding and error

identifica-tion In addition, advanced solution options can be selected in the Environment function,

for example the option of Co-Simulation to use control engineering elements with

MATLAB Simulink, the Motor Driver option for accessing electric motor libraries or the

option of Flexible Body Dynamics The option Component-based Simulation is suited for

assemblies, because it activates the filter for assembly components when generating

moving bodies

ƒ In addition to the links, the user defines joints, which specify how the connected

links can be moved In this context the function Driver is also used, which is

neces-sary to drive the joints If the Joint function is opened, you can find a lot of different joint

types as a selection These are the most important joints:

ƒ The Solution function must be activated by the user to specify the type of solution

that is desired The options include the Normal Run, the Articulation, and others.

ƒ The main elements for the definition of the motion model are the moving bodies

(links) With this function the user defines which geometry or component should be a

part of the moving system

ƒ In addition to the links, joints are defined by the user, which describe the possible

movement of the links to each other or to the environment In this context, the Driver

function also is used to define a constant or time depending driver on a DOF of the

joint If the Joint function is selected, a lot of different joint types are listed These are

the most important joint types:

Overview and brief explanation of the main functions for NX Motion Simulation

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ƒ The revolute joint only allows a rotation.

ƒ The slider allows a translational displacement between two parts or one part

and the environment

ƒ The cylindrical joint allows the rotational and translational displacement along

one axis

ƒ The screw forces a rotation if a part is displaced in translational direction.

ƒ The universal joint allows tilting movements between two parts, however, a

rota-tion around the main axis is transmitted to the other part Depending on the angular position of the axes it can cause uneven rotational speeds as in real universal joints This non-uniformity can be avoided by use of the constant velocity joint described

below

ƒ The spherical joint allows all rotational movements.

ƒ The planar joint allows the frictionless sliding of two parts in a plane.

ƒ The fixed joint eliminates all degrees of freedom so that there is no displacement

between a part and the environment, or between two parts

In addition to the conventional joints, which are based on the model of realistic joints, there are some joint primitives that offer more precise control of the DOF of the connected

links So it is possible to fix every single degree of freedom with the help of joint tives Here you can find some of the useful joint primitives:

primi-ƒ Constant Velocity: This joint works very similar to the universal joint described

earlier But unlike the universal joint, the rotational velocity is constant on both sides and even angles with over 90° are possible too

ƒ Inline fixes two translational DOF, so that the both links could be moved on one axis

to each other (similar to Point on Curve).

ƒ Parallel: A joint that keeps two faces, lines or axes in parallel Two rotational DOF

are fixed

ƒ The Orientation primitive fixes all rotational DOF between two links but it allows

the translation in all three directions

Further functions are:

ƒ Smart Point: A general CAD point that is associative to the geometry it was assigned

to

ƒ Marker: A marker that is used to request results such as the velocities and

accelera-tions on certain posiaccelera-tions of the link

ƒ Sensor: Enables the user to record motion results such as displacements, velocities,

and accelerations relative to other results or markers

The joint primitives

Sensors etc

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Further functions of the Motion Simulation toolbar:

ƒ The function Master Model Dimension could be used to alter the CAD parameters of

the underlying CAD model in a motion model The special thing about this feature is

that the changes only affect the motion model, and the underlying CAD model itself is

not changed Therefore this function can be used for “what-if” studies

ƒ The Function Manager is used to define more complex functions, such as a driver

whose control that is time- or motion-dependent Simpler functions, however, are

usu-ally available directly in the appropriate motion features Therefore in such a case, the

function manager is not needed

ƒ The Flexible Link function allows calculated flexible links, which previously had

been calculated with FEM, instead of solely using rigid bodies

Another group of special joint are couplers and gears The user can choose between the

following options:

ƒ Gear: Defines the relative motion of two revolute joints or a revolute and a

cylindri-cal joint with a defined ratio

ƒ Rack and Pinion: Defines the relative motion of a revolute and a slider joint with a

defined ratio

ƒ Cable: Defines the ratio of the relative translational motion of two slider joints.

ƒ 2–3 Joint Coupler: Defines the relative motion between 2 or 3 revolute, slider and

cylindrical joints

The next group of special joint types summarizes the connections:

ƒ Spring: Flexible element that is defined between two joints, or a joint and the

envi-ronment or on an existing joint with stiffness value, preload and damping coefficient

ƒ Damper: Damper element defined like a spring, but with a damping coefficient This

results in a velocity-dependent force between the respective links

ƒ Bushing: A cylindrical combination of spring and damper (stiffness and damping

coefficient in all directions)

ƒ The 3D Contact and the 2D Contact are special contact functions because they

allow the impact on each other and the lifting of each other Strictly speaking, these

contact definitions are no joints, but force objects that respond by restoring forces in the

event of contact In this case, friction and contact damping can play a role too and can

be replicated using assigned parameters While the 3D Contact is applied to the whole

solid, the 2D Contact is a simplification that may be used in the case of planar curves

These two contacts should be used with caution due to their complexity If possible, the

following constraints should be used instead

Now a group follows, in which the constraints are summarized These include:

ƒ Point on Curve forces a point on a link to move along a desired curve.

Couplers

The elements for connections are collected in a group

Various types of constraints

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ƒ Curve on Curve: Two curves are forced to slide tangentially on each other Both

curves have to be coplanar With this function most of the cam disc tasks are solved

ƒ Point on Surface: A point on a link is forced to slide on a selected surface.

Additional motion features in the toolbar belonging to the group of loads These include:

ƒ Torque, which are available as vector or scalar approach.

Some advanced features are only available after appropriate adjustment of the settings in the environment dialog These include:

ƒ PMDC-Motor: defines the electrical parameters of a motor, such as voltage,

resis-tance, and inductance

ƒ Signal Chart: provides an input signal to the PMDC motor

ƒ Plant Input: defines the control variables that are read from the optional Matlab

Simulink control and which are provided to the MBD model, for example as a driver

ƒ Plant Output: measured value, which is fed to the Matlab Simulink loop.

For running the analysis, first a solution has to be created and then the following function

ƒ Interference checks the model for collision and could create intersection solids

ƒ Measure for measuring distances and angles

ƒ Trace for recording the geometry during the movement

The last function group provides five methods for post-processing:

ƒ Animation displays the calculated movements of the model

ƒ Graphing for the graphical evaluation of motion results

ƒ Populate Spreadsheet for editing, re-using, and saving of motions using a

spread-sheet as input

ƒ Create Sequence saves a motion animation in an assembly sequence so that the

motion sequence is also available in the master assembly

ƒ Load Transfer for transferring reaction forces from the kinematics analysis in the

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2.2.1.3■Overview of the Solution Steps

To solve this exercise, a Motion Simulation file must first be created in the NX system

Then the geometry that should be movable in the motion system has to be defined with

the Link function The creation of two revolute joints, one gear, and a driver on the

steering wheel follows The time-dependent Normal Run is used to find accidentally

indefinite degrees of freedom, and the Articulation function is used to manually move

the actuator on the steering wheel

2.2.1.4■Creating the Motion Simulation File

According to the master model concept, all elements that are used for motion analysis

(links, joints, drivers), are stored in a separate file (i. e., the kinematic sim-file; see the

fol-lowing figure) This kinematic file is connected to an assembly file via an assembly

refer-ence, which means that the kinematic file is a quasi-assembly comprised of the assembly

part to be analyzed as a single component In addition to these assembly references, other

associative connections are similarly added to reflect the associative relationships

be-tween the joint and link objects defined in the kinematics file with the geometry objects

describing these components (curved arrows in the figure) This way, the NX Motion

ap-plication is fully integrated into the master model concept, similar to how, for instance,

the NX Drafting application is

Assembly

Part1

(…) Part2 steering wheel Part3 (…) Part4 (pitman arm)

Kinematics (Joints, Links)

Reference of MBD Objects (associative)

ÍLoad the assembly from which you want to create a simulation in the NX system For

our exercise, the assembly file ls_lenkgetriebe.prt The files are located in the RAK2

directory of the DVD

ÍNext, start the Motion application.

The Motion Navigator appears as the first tab in the resource bar This navigator supports

the work with the Motion application by representing all the features and providing

opportunities for their manipulation

The steps of the exercise

With the help of the master model concept, the entire product is digitally mapped Inter- nal references between geometry and MBD- joints are created

Here the exercise begins.

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The navigator shows that a motion file named motion_1 already exists This is the already

finished solution of this problem Since you will create an own solution, you should delete this file

ÍDelete the existing simulation motion_1 by opening and executing the Delete function

from the context menu of the simulation

Now the Motion Navigator only shows the master node, i. e., the module that you have opened

ÍCreate a first simulation by clicking on this master node, and invoke the function New Simulation in its context menu.

ÍConfirm the following menu Environment by selecting OK We will come back to it later

on

After activating this function, the system creates a simulation file that is associated with the master model via the assembly structure

In addition, the function Motion Joint Wizard is activated automatically, which tries to

create links and joints according to the existing assemblies Mating Conditions/Constraints.

The Motion Joint Wizard function analyzes each set of constraints with respect to the

de-grees of freedom that exist between the affected assembly components If there is only an indeterminate rotational degree of freedom, then a Revolute is generated If there is an

indeterminate translational degree of freedom, then a Slider is generated An assembly

constraint that links, for example, one point to another, is translated by the Motion Joint Wizard into a Spherical joint An assembly constraint that defines all degrees of freedom

between two parts, is translated into a fixed joint In a similar manner, a few more joints can be generated automatically

The Motion Joint Wizard can therefore automatically create the motion model, or parts

of it, when the assembly on which the motion should be based on, has been constructed

in such a way that the mating already describes the potential movements of the parts This approach can be quite useful, though the following disadvantages must be consid-ered:

ƒThe joints automatically generated by the Motion Joint Wizard are not associative to the

geometry That means that in case of changes on the master model, the joints must be adjusted manually A manual creation of the associativity of the joints is subsequently possible

ƒOnly the assembly constraints of the top-level assembly are analyzed and converted Constraints from the subassemblies are not considered

The navigator shows the

structure of the model,

and allows the

manipu-lation of its features

The Motion Joint Wizard

implements the Mating

Conditions/Constraints

into motion joints

Advantages and

dis-advantages of Motion

Joint Wizard

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ƒAssembly constraints are often used for parts that are irrelevant in terms of the motion

model, such as small bolts, nuts and washers In the case of automatic translation by the

Motion Joint Wizard all these parts are made into links The motion model is then

con-siderably more complex than it needs to be One remedy for this problem is to disable

single conditions in the Motion Joint Wizard.

For these reasons, the Motion Joint Wizard should not to be used for the solution of our

problem:

ÍCancel the Motion Joint Wizard with the CANCEL function

The Motion Navigator should now shows a structure as shown in the following figure

A characteristic of the Motion Navigator is that the motion model is represented under

the master model This is done for reasons of clarity, because the motion features that are

generated are displayed in the navigator below the motion model In addition, several

motion models can be clearly displayed side by side in this way if desired

The NX system has thus automatically created a new file that is associated with the

mas-ter model according to the masmas-ter model concept, and the Assembly Navigator can now be

used to represent or to work with the new structure The picture to the right of the Motion

Navigator shows the Assembly Navigator that represents the motion model, now as the

top-level assembly

You should be cognizant of the operating system directories in which the new master file

has been stored, which you can confirm by using the Windows Explorer The following

illustration shows on the left side the master file ls_lenkgetriebe.prt, which can be located

in any folder of the operating system Once a motion model is created, the NX system

creates a subfolder with the name of the master model All the data that is needed for

motion simulation is thus stored in this new subfolder In our case, we see that the folder

now includes motion_1.sim, which is the file for the motion model.

During the following simulation several additional files are created, which are then stored

in this folder as well

We are not using the Motion Joint Wizard

The motion model is a quasi-assembly of the master model

The resulting files of the simulation are stored in

a folder

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2.2.1.5■Selection of the Environment

As a next step, the environment for the motion model should be adjusted This is done using the Environment function There are the two alternatives, kinematics and dy- namics, which correspond to the classes of mechanics that were described at the begin-

ning of this chapter

The following should be observed for the use of these two classes in the NX Motion plication

be determined by joints or drivers

Of course, no conflicts may arise from joints or drives in the movement possibilities determinations that do not lead to conflicts are called redundant degrees of freedom These are allowed, but not recommended, because even the smallest inaccuracies can lead to conflict situations Such very small inaccuracies can occur, even when working really carefully, due to numerical rounding errors during computations Experience has therefore shown that large kinematic models will effectively only work correctly if they are constructed without redundancy Smaller models, however, will usually run with lim-ited redundancy without any problem

Over-The advantage of the kinematic environment is that no mass properties are required for the links The disadvantage is that the user is forced to create a motion system with ex-

actly zero degrees of freedom Until such is created, it is not possible to perform a test run

Dynamics

Dynamic analysis is characterized by the possibility of undetermined degrees of freedom and free movement opportunities Such movements are obtained by including the mass and inertia properties of the links as well as the external forces such as the gravitational

acceleration in the analysis

A dynamic analysis will calculate results even if undetermined degrees of freedom are available, while a kinematic analysis will stop in such a case This is an advantage for dynamic analysis during the model-building phase when the joints have not yet all been defined To do this, the mass properties for each link must be assigned and verified.

For these reasons, the dynamic environment should be chosen for the solution to our problem, even though no indeterminate degrees of freedom are desired We use this method only to simplify the development of the motion model, so that we can temporarily test the model without having fully determined degrees of freedom Once the model is complete, we can then easily switch back to the kinematic environment

In addition, Advanced Solution Options can be selected in the environment settings These

include the Motor Driver, which defines an electric motor based on its electrical

parame-ters and for which a signal diagram can be submitted; the Co-Simulation, which allows one

The decisive factor is

Dynamics also allows

the simulation of

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to couple controls that have been defined using Matlab Simulink to the NX-motion model;

and Flexible Body Dynamics, with which it is possible to work not solely with rigid moving

bodies, but to also make them partially flexible For this, however, a prior FEM analysis of

the corresponding parts is required

Furthermore, you can choose whether a Component-based simulation shall be used or not

This is useful if assemblies shall be simulated With this option, the link selection filter is

preset to components However, this can always be changed manually

2.2.1.6■Definition of the Links

Now the Links will be created

ÍSelect the Link function.

First, a link should be defined to describe the steering wheel, and then a second one to

describe the pitman arm

The first selection step concerns the selection of the geometry that should be part of the

link If you have not already selected the setting to filter for components in the

environ-ment, it should be set now This will make it easy to change the geometry of the assembly

components later, without the danger of the links in the motion model losing their

refer-ences

ÍNow select in the graphics window the assembly components that belong to the

steer-ing wheel; that is, all the parts that move together with the steersteer-ing wheel

There are 19 components that belong to the sub-assembly ls_ubg_spindel You can use the

Assembly Navigator to select these components

Once you have selected the components, the mass properties of the link can be defined as

shown in the following selection steps However, this is not necessary in this case because

the system can automatically calculate the mass properties based on the geometry and

the assigned material respectively the density Because these properties are not of

inter-est in this exercise, we will use the automatic mass analysis instead Therefore, keep the

Automatic setting under the Mass Properties option.

ÍIn the field “Name” you fill in an appropriate name, such as “steering wheel”

The menu for the definition of a link

Both components of the assembly, as well as the solids, simple curves, and points, can be moved

Mass properties are determined automati- cally for solid bodies

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Do not include any spaces or special characters in the name of motion objects.

ÍWith a click on OK or APPLY, the link will be created and displayed in the Motion Navigator under the Links group.

ÍNow, in the same way, create the next link Add the three components hebel, ls_segment, and ls_lenkgetriebewelle, and then name the link “Lenkstockhebel”

ls_lenkstock-(pitman arm)

At this point, all the necessary links have been defined, Next, we will define the joints

2.2.1.7■Definition of Revolute Joints

Now we will define a rotatable bearing between the link steering wheel and the fixed environment Other joints can be defined similarly Proceed as follows:

ÍSelect the Joint function You will see the menu shown below.

At the top of the menu, the type of the desired joint can be selected The default is the

Revolute joint, which is a joint that has only one rotational degree of freedom Since

this is the desired joint, we will proceed with the selection steps

With the first selection step the first link which shall be connected, that is the steering

wheel, is specified In principle, the steering wheel can now be selected in any manner in the graphics window, but it is advisable to take into account the following aspects for the selection:

ƒIt is recommended to select a geometry from which the system can derive the desired joint center and the axis of rotation This is possible, for example with a circle: In this case, the circle center becomes the center of rotation and the circle normal becomes the rotational axis But also a straight edge or curve is possible: In this case the next control point becomes the center of rotation and the direction of the edge or corner the axis of rotation

ƒIt is also advisable to select a geometry that in the further design history is subjected to

as few as possible changes Because if the selected geometry is subjected to changes, it

is not sure if the joint remains associative to the geometry and is updated automatically For example, if an edge is selected, which is rounded later, the joint loses its associativ-ity to the geometry

For the definition of

revolute joints the

selection should be

done on arcs Then the

point and axis of

rota-tion can be determined

automatically

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ÍTherefore, select a circular edge on the steering wheel which is not subjected to

sig-nificant changes

In the second step, the origin and orientation of the joint should be selected In the case

of the pivot joint this is the center and the axis of rotation Because these two pieces of

information have been given in the first selection step, this question does not need to be

answered

In the third selection step the second link, which should be connected, can be selected If

there is nothing selected, the system assumes that the joint connects the first link to the

fixed environment Because this is desired here, no selection is made in the third step

ÍAccept with OK to create the revolute joint

In the graphics window and in the Motion Navigator the joint is now displayed

If the symbol of the joint is displayed very small, the size specification can be increased

under Icon Scale in the default settings (MAIN MENU > PREFERENCES > MOTION) for

motion simulation

The best way is to select

on circular edges Then the center point and direction can be used automatically

A joint can often be generated with just two mouse clicks

A joint which is connected to the fixed environment can be identified by its symbol

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ÍIn the same way you can create a revolute joint which connects the pitman arm with the fixed environment (as you can see in the following figure)

Now you have created a first mechanism with two moving bodies that are connected to the environment, each with a revolute joint But the task is not yet solved In the interest

of better understanding, some test runs are carried out in the following

2.2.1.8■Detection of Undetermined Degrees of Freedom

Due to the missing driver and the absence of a coupling gear, the previously completed mechanism is still underdetermined The number of the undefined degrees of freedom can be determined either by plausibility checking, or by examining the Information win-dow shown in the next figure

ÍFrom the context menu of the motion model in the Motion Navigator, select the tion Information, Motion Connections The information window that then appears lists

func-the number of undetermined degrees of freedom in func-the mechanism (Degrees of dom).

Free-In this case, there are two degrees of freedom because both the steering wheel and the pitman arm can still freely rotate about their respective axes

The pitman arm is also

attached with a revolute

to the environment

For complex

mecha-nisms, the identification

of undetermined

degrees of freedom can

be difficult The function

Information, Motion

Connections helps

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2.2.1.9■Test Run with Two Undetermined Degrees of Freedom

In cases of more complex mechanisms, it is often difficult to identify the undetermined

degrees of freedom of a mechanism only from plausibility considerations One useful

ap-proach in such cases is to perform a test run with, in our case the two open degrees of

freedom, to develop a better understanding of the mechanism

ÍSelect the Solution function Now the dialog appears to define the solution.

In this dialog, you are prompted to select the Solution Type You have the following

op-tions: Normal Run, Articulation, and Spreadsheet Run We accept the default type Normal

Run to perform an analysis that takes into account time and gravity Furthermore, the

simulation Time and the number of Steps can be specified here Additionally, you can

choose Analysis Type to specify a Kinematic / Dynamic Analysis or a Static Equilibrium

Analysis In addition, the direction and the magnitude of the gravitational acceleration

can be set In our case we want to customize it as follows:

ÍIn the dialog, set the Gravity vector to -ZC and verify the direction of the resulting

arrow

This direction of gravity does not correspond to reality, but this way the pitman arm

should fall definitely into oscillation, which is what we want to check in the following

ÍFor our example, leave all other settings as default, and select OK After that, the

solu-tion is created

ÍAfter the creation of the solution, select the Solve function The analysis should be

completed quickly

ÍNow you can start the Animation function The menu to control the animation of

the movements will appear

ÍUse the function Play to view the results of one second of simulation time.

In a dynamic run usually undetermined degrees

of freedom can easily be recognized

The direction of the gravity is important for undetermined degrees

of freedom

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It should be recognizable that the lever performs approximately one full oscillation The simulation makes it easy to see that there still exists an indeterminate degree of freedom The second undetermined degree of freedom cannot be discovered in this way, because due to symmetry, there is no reason for the steering wheel to move.

ÍCancel the Animation function with CLOSE

2.2.1.10■Definition of a Kinematic Driver

In the next step, a driver is defined on the steering wheel Such a driver can be used both for the Normal Run simulation method and for the Articulation method With Normal Run

it is time-dependent, while with Articulation it is performed after manual specification.

Drivers are defined either directly in the joints or by the Driver function It should be

noted that not all joints can have drivers defined Only the Revolute, the Slider, the drical, and the Point on Curve can have drivers defined If other joints are to be driven,

Cylin-then this must be realized through the use of appropriate joint combinations In the lute joint the driver works as a rotational driver; in the Slider joint the driver works as a

Revo-sliding driver; and in the Cylindrical joint the driver may be a combination of a revolute

and a slider driver The following shows how a revolute joint can be provided with a drive

ÍSelect the Edit option in the context menu for the revolute joint on the steering wheel,

and then select the Driver tab.

The definition dialog of the revolute joint appears From here, all the properties of this joint can be changed In the menu item Driver, the parameters describing the different

driver types in the list can be set

The Animation dialog is

used to review the

simu-lated movements of the

mechanism

A driver works like an

additional constraint

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The Constant driver performs a time-constant motion or acceleration with the solution

type Normal Run It can be specified an Initial Displacement, an Initial Velocity and an

Acceleration.

The Harmonic driver performs a harmonic oscillation during a Normal Run The

oscil-lation Amplitude, the oscillation Frequency, a Phase Angle, and an initial Displacement can

be specified

The Function driver can be used to define more complex motion functions with the help

of the Function Manager

The last driver is the Articulation This driver corresponds to fixing the degree of freedom

in the solution type Normal Run  , however, with the addition in the solution type

Articulation  , that the driver may also be operated manually.

All types of drivers can be used in the solution type Articulation The modified values are

simply reset and remain irrelevant For the visual control in our example, the Articulation

function should be used, which therefore means that we can use any of the four driver

types

ÍIn order to make good use of simple test runs for both Articulation and Normal Run,

you should use, for instance, the Constant driver with an Initial Velocity of 360 [deg/

sec], as shown in the previous figures

ÍAfter defining the driver, close the dialog box with OK

Using these settings for the driver, and a simulation time of one second, our simulation

should complete exactly one full rotation

2.2.1.11■Creation of a Gear

The gear pair connects the two rotational joints and defines the relative rotational

mo-tions for the two joints

Several types of drivers are possible for example

the constant type

The Harmonic driver

defines a harmonic oscillation

The type Function allows

the access to advanced functions

The Articulation is a

special driver It can be virtually moved by remote control

Two revolute joints could

be coupled by a gear

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ÍCreate the gear by using the Gear function.

ÍThe first selection step asks you to select the first revolute joint, such as the joint of the steering wheel You can select the joint in the graphics window or in the Motion Navi-gator After this selection the second selection step in the dialog box is activated auto-matically

ÍNow select the second revolute joint, which is the joint of the pitman arm

ÍFor Ratio enter the desired gear reduction or ratio For our example enter a value of 0.25.

ÍAccept with OK The joint will be created

Unfortunately the joint Gear has the following limitation: It can only be

created if the two joints (revolute or cylindrical) have the same base The base of a joint is the link, which has been selected as the second body during the generation of the joint In case of our example, this is the envi-ronment

2.2.1.12■Visual Control through the Use of Articulation

After complete generation of the motion model it could be moved manually with the Articulation function

ÍTo do this, create a new solution and select the Articulation option as Solution Type

After that accept your input with OK

ÍNow select the Solve function The dialog shown in the following figure appears.

ÍTo move the single driver of the model manually, first activate the check box for the joint J001

ÍThen enter the desired Step Size, for example 1 degree.

The Articulation function

is well suited for the

control of movement

sequences

Thereby, it can be

moved forwards and

backwards step by step

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ÍWith the buttons and  , the driver could be moved forward and backward step

by step

ÍWith Number of Steps you can specify a number of steps that are executed at every

mouse click on or  

ÍUsing this function, the visual control of the mechanism which is desired in this task

can now be performed

ÍExit the articulation function with CLOSE

ÍSave the file

ÍLeave the motion simulation by execute the function Make Work on the master node

ls_lenkgetriebe in the Motion Navigator and then switch to the Modeling

applica-tion

This completes the first learning task for motion simulation

2.2.2■Top-down Development of the Steering Lever Kinematics

In this example it is shown how kinematics simulations can be used effectively in the

early design phase Background is the usual design methodology in the early phase, in

which a designer does not yet have a detailed idea of the finished product Rather, he tries

to approximate the first very rough drafts to find possible designs, for which the motion

of the planned machine plays an important role In most cases, simple curves, 2D sketches

or coarse solids are used, which can be manipulated easily Only when appropriate

geo-metrical parameters were found, the detailed design begins This includes the structuring

of the geometry objects in assembly components or the definition of sub-assemblies This

type of construction is known as a top-down design, because the product is developed

from the top downwards

In this example, you learn about design methodology, which is used in early design

phases However, the main focus is on the use of motion simulations in the context of

principle sketches and the optimization of geometric parameters It is also shown how the

simulation results are displayed as a graph

2.2.2.1■Task

The aim is the construction of the steering levers which means the left and the right

steer-ing arm and the tie rod The followsteer-ing figure already shows the result of the task With a

parallelogram like geometry of the steering lever it should be achieved, that the wheels

are wrapped unevenly whilst driving through a curve, which helps to improve the

driv-ing dynamics To check the correct movement in this example the different angular

posi-tion of the wheels should be displayed in a graph

An example of the support of early design phases through motion simulation

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2.2.2.2■Overview of the Solution Steps

Before we will start we would like to give an overview of the solution steps first After the required subassembly of the RAK2 is loaded in NX, you will delete or hide the existing components of the steering lever mechanism Then you will create a basic sketch in the context of the assembly, which serves as a rough geometry for the components to be de-veloped

Based on this schematic sketch you will create a motion model that represents the quired movement of the mechanism According to your preference, you can also add the existing wheel geometry to your motion model for visual control

re-Next, a graph is recorded, which represents the angles of the two wheels when the ing wheel is turned The difference of the wheel angles is controlled If desired some changes to the parameters of the schematic sketch can be made and a re-inspection of the wheel angle can be solved

steer-After the geometric variables are appropriately adjusted, you will create assembly ponents from the principle sketch curves To maintain associativity to the principle curves, the WAVE Geometry Linker is used Finally, a new motion control is created includ-

com-ing the solids

2.2.2.3■Preparation

ÍStart with loading the assembly vr_lenkung in NX and have a closer look at the sembly Navigator.

As-ÍMake the Part lenkhebelmechanik the active part (Make Work Part).

The final solution of the learning task consists of the components of the subassembly

lenkhebelmechanik Here are in addition to some small parts the left and right steering

lever vr_lenkhebel_li, vr_lenkhebel_re as well as the tie rod vr_spurstange You will also

find the finished principal sketch lenkhebelmechanik_prinzip.

First, the existing solution should be deleted:

ÍDelete all components of the assembly lenkhebelmechanik, by selecting the

compo-nents in the Assembly Navigator and select the DELETE function in the context menu

Based on principle lines

a mechanism should be

developed

The motion model, and

a motion graph shall be

created The control of

motions is important

The exercise starts

here.

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The parts are not deleted by this, they are only removed from the assembly structure of

the lenkhebelmechanik.

ÍSave the part lenkhebelmechanik.

If you need the original file lenkhebelmechanik later, create a new copy of the

down-loaded model

2.2.2.4■Creation of a Schematic Sketch of the Steering Levers

Now create a new part and therein the new schematic sketch:

ÍIf not already done: Make the part lenkhebelmechanik active (Make Work Part) (not the

displayed part)

In the following, we will create a new part using the top-down method:

ÍTo do this, use the Create New function in the Assemblies toolbar to create a new

component

ÍIn the window that appears, enter the name lenkhebelmechanik_prinzip2.prt for the

part which should be created

ÍIn the following dialog box Create New Component accept all default settings with OK

The result in the Assembly Navigator should look as shown in the figure below

The next step is to create a schematic sketch in the new created part Proceed as shown

in the steps below which are illustrated in the figures

The use of the top-down method

The principle geometry for the steering system can be created by a parametric sketch or by non-parametric curves

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