ZEISS CAD Guideline For Creating 3D Models And Drawings .

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ZEISS CAD guideline for creating 3D modelsand drawings with the CAD system PTC CreoParametricA specification for engineers and design service provider08.02.2018CARL ZEISS AGAckermann, Joerg

CARL ZEISS AG, Corporate Information Technology.All published contents, layouts and graphics of the document published by CARL ZEISS AG, Corporate Information Technologyare protected by copyright. CARL ZEISS AG, Corporate Information Technology reserves all rights with regard to theduplication, distribution, alteration and extension of the published contents, layouts and graphics, including extracts from thedocument. Any unauthorized redistribution, duplication etc. is expressly prohibited and may have civil and/or criminalconsequences.CARL ZEISS AG, Corporate Information Technology makes every effort to provide accurate and complete information anddocuments. Nevertheless, the occurrence of errors cannot be completely ruled out. CARL ZEISS AG, Corporate InformationTechnology assumes no liability for the topicality, accuracy or completeness of the information. This refers to any material ornon-material damage to third parties caused by the use of this document and its content. Carl Zeiss AG1

(I)Creo models and drawings as documents in the PLM systemAt CARL ZEISS AG, Creo files are numbered according to strict rules and stored as documents in thePLM system (SAP PLM) to ensure quality assurance and product liability.(II)Model parameters and names of Creo filesIf a Creo workstation of the CARL ZEISS AG with an online connection to SAP is available, the modelparameters and names of the Creo files are automatically maintained by the SAP PLM integration.If there is no online connection to SAP the model parameters and Creo file names must be maintainedmanually: the PLM metadata (i. e. administrative data such as number, name, laboratory, creator,.)must be maintained in the Creo model parameters the rules for the creation of file names must be followed (see chapter 4)(III) General guidelines for working with CreoCreo models and drawings have to be created according to given rules which guarantee robustness,easy changeability and reusability as well as the use of the data in the manufacturing process (seechapter 1).(IV) Creo-KonfigurationCreo data creation according to the specifications of the CARL ZEISS AG is supported by Creoconfiguration files (config.pro, zeiss.dtl .) and templates (start models, drawing frames .). The filescan be downloaded under ntact/cad-systems.html.(V)Creo VersionThe Creo version to be used is specified by the CARL ZEISS AG.(VI) Design requirementsWhen selecting base materials, surface treatments, standard and catalogue parts, the specificationssuch as RoHS conformity, lists of prohibited substances in medical technology and preferred rangesmust be taken into account (see chapter 2).(VII) Control of data qualityThe data quality and adherence to the rules described in this document is checked (ModelCHECK, aswell as checks by the PLM system, see chapter 3).(VIII) Additional agreementsThe specifications described in this document are minimum requirements and can be extended andmodified by additional agreements if required. Carl Zeiss AG2

1 Quality requirements for Creo ObjectsPrinciples of 3D modelling The starting models of the CARL ZEISS AG are to be used. External references are only permitted in justified cases after prior consultation with thecustomer! Unwanted external references must be eliminated! In particular, it is important to avoid external references of design elements that were createdin assemblies on part level. Required references within assemblies should preferably be transferred via skeleton models. Set the Scopus in the Reference control settings to "Skeleton". External references may only be created with reference type "External". Family tables may only be used in justified exceptional cases, after prior consultation with theclient, on a one-step level and only for instances of the same model.(Please note that release, versioning and change management must always be carried outtogether for all family members! Only standard part models from the Zeiss standard part library are allowed. The "Restructure" assembly function must not be used. Instead, components must bereassembled in the corresponding assembly. Model units are to be set for the length in mm and for the mass in kg (permissible also g or t). In relation to the units of length and mass, the density shall be given in kg/mm3 or in g/mm3 ort/mm3. (Standard density value of the start model is 2.7e-06 kg/mm3)Minimum requirements for the 3D model Models must be robust, easily modifiable and error-free. The insert mode must not be active. Sketches are as simple as possible and the number of 10-15 elements per sketch should notbe exceeded. Circular references are not allowed. Avoid geometric errors. Geometry errors are only permitted in very complex models, e. g.castings in exceptional cases after consultation with the customer.(Set suitable accuracy at the beginning of creation!) UDFs may only be placed independently. Suppressed features must be deleted. Incomplete features are not allowed Hidden features must be deleted.(features only cuts air or is completely hidden within solid body) Same features should be patterned as far as possible. No suppressed or frozen components are allowed in assemblies.Packaged components (components without placement specifications) are only allowed inmechanisms. No hidden components (before transfer unhide and save layer status!) Carl Zeiss AG3

Layers Threads must be placed on the layer "GEWINDE". The layer status "isolated" is prohibited! Further layer regulations and layer names must be agreed with the customer.Combination StateThe following combination states must be created in the models: Z ALL Z NOTES Z TOL DATUMThe following annotation elements must be added to the combination state Z ALL: All notes except drilling notes Controlled dimensions of all kinds Standard surface finishes shape and position tolerances Symbols of all kinds tolerance referencesThe following annotation elements must be added to the combination state Z NOTES: All notes except drilling notesThe following annotation elements must be added to the combination state Z TOL DATUM: Controlled dimensions General 2D Symbols shape and position tolerances tolerance referencesDesign of base parts and finished partsThe design of base parts and finished parts must be carried out with externel merge functionality.Other procedures must be agreed with the customer.Large assemblies, simplified representation/replacementmodelsFor large assemblies, the delivery and maintenance of simplified representations or replacementmodels can be agreed. Carl Zeiss AG4

Requirements for drawingsThe file zeiss DE.dtl must be used as the default drawing setup file.The use of different drawing setup files, such as zeiss US.dtl or zeiss CN.dtl, must be agreed with thecustomer.1.7.1 Line styles and text fonts Self-defined line styles, xhatching, text fonts or layer are not allowed. The standard font is Isofont. For glass hatching, use the glass hatching files from the Zeiss Library. Line styles for glass hatching must be copied to the Creo working directory.1.7.2 BOM balloons Components in group drawings are marked parametrically via Pro/REPORT using tables withrepeating ranges and symbols. The parameters CZ POS TXT and CZ POS TXT2 must be maintained by agreement. The Pro/REPORT tables must be placed inside or above the drawing frame. They must not becut through the extended sheet boundaries.1.7.3 Symbols / Symbol library New drawing symbols may be created, but must be compliant with the current ISO standards. The symbols from the ZEISS symbol library are preferred.1.7.4 ZEISS drawing frame The ZEISS drawing frames must be used.(special drawing frames must be coordinated with the ordering business area) For multi-sheet drawings, use the same frame size for all sheets. The drawing text field is not to be filled in. Instead, all necessary information must be enteredin the corresponding model parameters in the 3D model.The ZEISS drawing frames are only used for orientation to divide up the space on thedrawing. The drawing text field is automatically filled in when entering the data into the datamanagement system.1.7.5 Dimensions and tolerances Preference is given to displaying dimensions defined in the model Geometric Dimensioning and Tolerancing must generated in the solid model (no 2D symbols!) Dimensional tolerances must be set in the model using the dimensioning properties Carl Zeiss AG5

1.7.6 Views 2D elements have to be created view related The view representation is to be defined for all views.Standard:"Visible edges","Tang dimmed".Deviations are to be consciously switched. Coloured drawings, shaded views and OLE objects must be coordinated separately!1.7.7 Not permitted are Incorrectly regenerated drawings and non-associative (magenta colored) dimensions Views outside the drawing frame Carl Zeiss AG6

2 Design specificationsUse of standard parts and purchased parts Standard and purchased parts are added at ZEISS.In case of a corresponding order volume, the ZEISS standard and catalogue parts will behanded over according to a separate contractual agreement.The transferred standard and catalogue parts are not subject to the automatic modificationservice! Only standard parts from the ZEISS library are to be used. ZEISS standard part models canbe requested from your personal support staff member as required.No foreign family table instance models may be used. The use of the standard part models may only take place in accordance with the contractualregulations. Before using the ZEISS standard parts library, an instruction is given by the responsible CADdepartment. The models and part families from the ZEISS standard parts library must not be changed.Use of materials (RoHS conformity, list of prohibitedsubstances in medical technology) In order to ensure RoHS conformity and, if necessary, taking into account the "MedicalTechnology Prohibited Substance List", only materials listed in the ZEISS Material List mustbe used when selecting materials for products. The base materials to be used must be agreed with the customer.Attention: When using data from ZEISS material lists, always pay attention to the correct spelling ofthe entries (case sensitive, spaces )! Carl Zeiss AG7

3 Inspection of Creo objects Every incoming model and every drawing is checked with the ModelCHECK programintegrated in Creo. After a successful check, the objects are entered in the data management system. The ModelCHECK configuration files can be downloaded s/contact/cad-systems.html Carl Zeiss AG8

4 Numbering, file names and metadataNumbering of Creo ObjectsIn the PLM system, a document is identified by:document number(Material number/Documentcounter)Document typePart documentVersion4.1.1 Document numberThe document number is created by adding a two-digit continuous document number (documentcounter) to the material number. This allows several alternative models per part or assembly to bemanaged. The continuous number is separated from the material number by "/", resulting in adocument number of the following format:123456-1234-123/014.1.2 Document typeCAD relevant document types are:NameMeaningAssigned toCorresponds to CreoFUMMaterial-dependent production documentDrawingsDRW, DGMFU3Material-dependent production document (3D)3D ModelsPRT, ASM, LAY4.1.3 Part documentThe three-digit number of the part document distinguishes between documents that belong togetherin terms of content and have the same document number, which are always distributed together buthave their own document info record.The number of the part document is incremented as soon as a document consists of several partdocuments. (The counting starts with "001", the incrementing is carried out according to the order ofgeneration or according to given rules (see section 4.4).4.1.4 VersionThe version identifies the sequential change states of an object. Carl Zeiss AG9

Rule for the creation of Creo file namesFor all Creo objects managed with the SAP PLM data management system, the file name is formedfrom: the document number (SAP), where "/" is replaced by " ". the number of the part document.The version and document type are not part of the file name.4.2.1 Example for the creation of a file nameFrom the SAP document number000000-1234-123/01and the part document number001the Creo file name will be000000-1234-123 01-001.[Extension]Metadata The required metadata to manage the Creo files in the PLM system are maintained in the PLMsystem. If the external partner does not have access to the PLM system, the metadata must bemaintained in the Creo model parameters.Note: You can only maintain metadata in the model parameters if the Creo files have not yet beenimported into the PLM system (that means, if no material master records and document info recordsexist in the PLM system).4.3.1 Maintenance of PLM metadata in Creo model parametersTable 1 on the following pages provides an overview of the model parameters. Only the model parameters marked with X in the first column must be maintained. The grayed out model parameters (not marked with an X in the first column) are not relevantfor the import into the PLM system. The second column contains the maximum number of characters allowed for each parameter. Carl Zeiss AG10

4.3.2 Creo Model ParametersTable 1X18model parametersexample valueSAP 00000-1234-123/01DOCUMENTARTFU3intended usecommentsComplete document key(complete documentnumber)key (Number)of SAP DocumentDocument numberDocument typeX3TEILDOKUMENT1)001Part documentX2VERSION1)01VersionSAP DOC DE BESCHREIBUNGTeil 1Description germanSAP DOC EN DESCRIPTIONPart 1BENENNUNGTeil 1Description in logonlanguage when checkinginERSTELLUNGSDATUM30.08.2010Date on which thedocument info recordversion was createdX40Description englishDescription ofSAP Documentcreation dateof the SAP document,responsible employee,Lab/OfficeResponsible employee inthe additional data of PE2)K01X35MATERIAL4)EN 0000-1234-123material masterX14PROJ KLASS2)P12345678project classX1KOMP CHAR3)MX1KOMP STUFE3)TX3KOMP ZAEHLER3) Carl Zeiss AGResponsible Lab/OfficeBase material(from linking the modelwith material)Details of theSAP material master(from linking the modelwith material)Do not confuse withmaterial master.Component character ofthe project classcomponent level of theproject classComponent counter of theproject class11

Table 1 (continued)model parametersX2example valueintended useControls which data issynchronized inCZ POS TXT*.KENNWORTCZ POS TXTcomments1842-568Specifications formarking the model onassembly drawings.KENNWORT controlsrelevance for materialBOM and marking onassembly drawingsMATERIALNUMMERwithout leading zeros orfor KT Description inlogon languageP12345678-T MProject classification orfor KTMATERIALNUMMERwithout leading zerosRFCCIIndicator whether DIS hasbeen created or theoriginal has beenchecked inSAP LAST PARAM 0-1234-123 01-001File name at the lastsavingCAD TYPPRTFile type, type of Creoobject (ASM, PRT, )CZ POS TXT2Auxiliary parametersfor the dataadministration in SAPLast saving in SAP on31.09.2010 by Zxxx1) ZEICHNUNGSNUMMER, TEILDOKUMENT, VERSION, MATERIALNUMMEROnly maintain if the document number or material number is known.2) BEARBEITER, KONSTRUKTIONSGRUPPE, PROJ KLASSMaintenance is to be agreed with the customer.(Values can alternatively be assigned during import via PLM tools.)Only permanently defined values from the PLM system are permitted.The list of values must be agreed with the customer.3) KOMP CHAR, KOMP STUFE, KOMP ZAEHLERIf there are any deviations from the default values, you must maintain them.Only permanently defined values from the PLM system are permitted.The list of values must be agreed with the customer.4) MATERIAL, MATERIAL2Only firmly defined material designations according to the material list from the PLM system arepermitted.(At all times pay attention to the correct, predefined spelling of the entries such as upper/lowercase, spaces,.) Carl Zeiss AG12

Numbering and naming of special modelsObject typeNumbering,specificsvalue for parameter „BENENNUNG“auxiliary modelsNo link to a material master recordpart framework for assembliesBENENNUNG: „Framework“part document 00x of assemblydocument numberCount up part document numberSkeleton ModelBENENNUNG: „Skeleton“part document 00x of assemblydocument numberparameter KENNWORT „HT“Merge Group(Usage not necessary for externalmerge)BENENNUNG: „MERGE“part document 00x of finished part(part document number to beagreed)FamilytableFor instances count up partdocument number.Flattened sheetmetal model(familytable instance)part document 002of bended sheetmetal model;Additional word „flattened“enter in BENENNUNGInstancename according to ZEISSconventions for filename creation,Example:123456-1234-123 01-001Instances of part families are giventheir Instance names by the PLMsystem according to the rules fornormal single part models.KENNWORT „HT“KENNWORT „KT“Model of purchased partsPurchase parts with fixedGeometriePurchase parts without I-Number(not yet released)BENENNUNG Order description,order text from SAP material masterDerive document number from thematerial number of the SAPmaterial masterPart document 00x of assembly inwhich the model is used for the firsttime.The material number is added whenthe purchased part is released;the document number can beretained.Model geometry adapted toassembly installation conditions(flexible model)Part document 00x of assembly inwhich this adapted model isinstalledIf possible, use flexible componentsinstead!(Own copy of the catalog partmodel for each assembly) Carl Zeiss AG13

Object typestandard partwith a model geometry adapted tothe assembly installation conditions(flexible model)If possible, use flexible componentsinstead!Envelope that replaces acomponent in a simplifiedrepresentation, or replacementmodel for an assemblyEnvelope that replaces severalcomponents in a simplifiedrepresentation.Numbering,specificsvalue for parameter „BENENNUNG“Copy of the standard part as partdocument 00x to the assembly inwhich the model is installed.MATERIALNUMMER material number of standard partKENNWORT: replace „NT“ with„KT“!Document /02 for the assembly tobe replaced.BENENNUNG: „Envelope“ oradditional word „replacementmodel“Partial document 00x for theassembly in which the componentsare replaced.BENENNUNG: „Envelope“Models for NC ProgrammingModel copy for definitionNC machiningMATERIALNUMMER materialnumber of the representedcomponent or assembly.Without material number andwithout material link(cannot be labelled automaticallywith item texts on the assemblydrawing)Document type NC3Part document 001BENENNUNG: NC Model / .Work piece for NC machiningPart document 002BENENNUNG:Work piece / NC machiningFixturesPart document 003 005NC machiningPart document 006BENENNUNG: NC machiningNC Machining assemblyPart document 007BENENNUNG: NC machiningCounting up the document numberfor the material;123456-1234-123/0xMaterial number as in SAPSet CAX subtype to "KT“Enter "Accessory" in the DescriptionfieldAccessory parts, which are to beIf a model with a differentmarked separately on the assembly description already exists for thedrawingaccessory (for other uses), thencreate a new document for thematerial:Counting up the document numberfor the material;123456-1234-123/0x Carl Zeiss AGA special Pro/Report table foraccessory parts is available forassembly drawings.14

Creo data creation according to the specifications of the CARL ZEISS AG is supported by Creo configuration files (config.pro, zeiss.dtl .) and templates (star

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