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HYDRAFORCE
HydraForce i-Design User's Manual
 FAMIC Technologies Inc.
All rights reserved.
User’s Guide for the HydraForce i-Design. (Revision 002)
REPRODUCTION
Reproduction of this manual or software, in whole or in part, is strictly prohibited without the
express written consent of HydraForce Inc.
It is allowed to print this document from the electronic format
WINDOWS is a registered trademark of Microsoft Corp.
AUTOMATION STUDIO is a registered trademark of FAMIC Technologies Inc.
ii
Contents
1
Introduction
1.1
2
2.2
3
3.2
3.3
3.4
3.6
3.7
3-1
Creating a Manifold Project .................................................................................3-1
3.1.1 Project Parameters Interface.....................................................................3-1
3.1.2 System Design Interface ..........................................................................3-4
3.1.3 Component Properties............................................................................ 3-19
3.1.4 Creating a Design .................................................................................. 3-27
3.1.5 Manifold Layout Interfaces .................................................................... 3-36
3.1.6 Manifold Views ..................................................................................... 3-40
3.1.7 Manifold Components Configurations.................................................... 3-47
3.1.8 Manifold Dimensioning ......................................................................... 3-55
3.1.9 Parts List Interface................................................................................. 3-58
Creating a “Price Components” Project .............................................................. 3-59
3.2.1 Project Parameters Interface................................................................... 3-59
3.2.2 Price Components Interface ................................................................... 3-59
Revision History................................................................................................ 3-61
3.3.1 Accessing the Revision History.............................................................. 3-61
3.3.2 Revision History Dialog Box ................................................................. 3-62
3.3.3 Revision History Interface – Creating Revisions..................................... 3-63
Freezing the Prices of a Manifold Project ........................................................... 3-64
Software Options ............................................................................................... 3-66
Best Practices for Cost Effective Design.................................................................3-67
3.7.1 General Design Consideration.....................................................................3-67
3.7.2 Valve Placement Suggestions.....................................................................3-68
3.7.3 Port Placement Suggestions........................................................................3-68
3.7.4 Manifold Mounting Holes and Mounting Surfaces.....................................3-69
Documentation
4.1
2-1
Main Interface .....................................................................................................2-1
2.1.1 Menus .....................................................................................................2-3
2.1.2 Toolbars ..................................................................................................2-5
2.1.3 Project Explorer.......................................................................................2-8
2.1.4 Main display.......................................................................................... 2-10
2.1.5 Warning Messages................................................................................. 2-10
Working with Project Files................................................................................. 2-12
2.2.1 Creating a New File ............................................................................... 2-12
2.2.2 Opening a File ....................................................................................... 2-12
2.2.3 Saving a File.......................................................................................... 2-14
2.2.4 Saving a File As…................................................................................. 2-15
2.2.5 Printing the Current Configuration ......................................................... 2-16
2.2.6 Previewing the Printing of the Current Configuration ............................. 2-16
2.2.7 Importing and Exporting........................................................................ 2-17
2.2.8 Converting to 3D Environment .............................................................. 2-21
Building a First Project
3.1
4
Document Content ...............................................................................................1-1
Getting Started – The Interfaces
2.1
1-1
4-71
Introduction ....................................................................................................... 4-71
HYDRAFORCE
4.2
5
Index
HydraForce i-Design User's Manual
Generating the report ......................................................................................... 4-71
4.2.1 Saving the report.................................................................................... 4-72
4.2.2 Printing ................................................................................................. 4-72
4.2.3 Working with the Report........................................................................ 4-72
4.2.4 Report Contents..................................................................................... 4-73
5-1
1-2
1 Introduction
IDesign V.3.0 allows you to create custom integrated manifolds from the very
beginning design stages all the way through pricing and quoting to your customers.
This innovative software allows you to integrate, simplify, and cut costs in your
hydraulic system by creating custom integrated manifolds using HydraForce
components.
The integrated product selector and configurator permit the user to determine the
price of individual HydraForce components or of a custom manifold product. You
can then generate an iDesign manifold quote. With the new 3D modeling
capabilities, you can create a port and component layout, with manifold dimensions,
and an estimated weight. This 3D layout will then be used to assist engineers in
designing HydraForce manifold systems, or to show customers a visual and
dimensional estimation of what their manifold block could look like upon
completion. After a manifold has been designed by HydraForce Engineering, the 3D
modeling tool can be used to view the final design
1.1 Document Content
The main goal of the i-Design software is to allow selection and configuration of
elements that constitute a custom manifold assembly.
We have included in the i-Design User’s Guide, all the instructions on how to use
the software and to configure components or a HydraForce manifold. The content
has been organized so that each section follows the order in a logical way.
However, this document does not cover the technical aspects of the components or
manifold systems. For more information, refer to the HydraForce documentation or
the HydraForce internet website: http://www.HydraForce.com.
The i-Design User’s Guide contains the following chapters:
Chapter
Contents
1
Introduction
2
Getting Started – The Interfaces
3
Building a First Project
4
Documentation
5
Index
HYDRAFORCE
HydraForce i-Design User's Manual
2 Getting Started – The Interfaces
2.1 Main Interface
The main interface is composed of multiple elements that will change depending on the section of the software
that is currently in use. Therefore, the main interface is designed in a way that permits the user to easily access
the various sections of the software. The major parts of i-Design are based on standard Windows interfaces but
include items specifically designed for this application.
The main interface is composed of the following major sections:
1. The header: Contains the menus and toolbars;
2. The “Project Explorer” window: Permits the user to switch from one interface to another;
3. The main display: This section will change depending on the selection made in the project explorer;
4. The “Library Explorer” windows: Permits the user to access the application components that can be used in
the system design. This interface changes depending on the main display in use. The libraries will be
covered in more details later with the main interfaces;
5. The “Messages” window: List all the warnings that occurred during the manifold design process.
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Figure 2-1: HydraForce i-Design Interfaces
The header is based on a standard Windows interface. This section of the application holds the various menus and
toolbars needed to access the main software functions and tools. The default configuration is arranged in such a way
that all the functions are easily accessible.
Figure 2-2: Application Header
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2.1.1 Menus
The menus found in i-Design works as any other standard Windows application. There are five or six menus,
depending on the active interface.
1.
File
2.
Edit
3.
Preferences
4.
Manifold Layout
5.
Window
6.
Help
Figure 2-3: Common Menus
Figure 2-4: Menus in the Manifold Layout Interfaces
2.1.1.1 Contents of the Menus
Menus contents are:
1. File
• New
o Price a Manifold
o Price Components
• Open File
• Close File
• Save File
• Save File As
• Revision
• Import / Export
o Export DXF
o Export to Automation Studio
o Export 3D Components to Folder
o Export to XML 3D
o Import from XML 3D
• Convert to 3D Environment (Only in version 2.0 projects)
• Current Page Setup (In “System Design” view only)
• Print Preview
o Diagram
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o
2D Manifold
o
3D Manifold
• Print
o
Diagram
o
2D Manifold
o
3D Manifold
• Generate Report
• Exit
2.
Edit
• Undo an action
• Redo an undone action
• Cut
• Copy
• Paste
• Delete
3.
Preferences
• Default Page Setup
• View Grid
• View Connection Ports
• View Connection Port Names
• View Active Reference
• Component Snap
• Insert/Remove Title Block
• Options
4.
Manifold Layout
• Transparency
• View Components
• View Components ID
• View Satellites Owner
• View Interferences
• View References Axis
• Set Manifold Dimensions
• Manifold Grid Properties
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5.
Window
• Horizontal Tile
• Vertical Tile
• Cascade
6.
Help
• On-Line Help
• HydraForce, Inc. Website
• Software Registration
• About
2.1.2 Toolbars
Every toolbar can be moved. The toolbars may be active or not depending on the
interface that has the focus. Their states are as following*:
File
Edit
View
Layout
Insert
Manifold
Price a Manifold Project / Toolbars
Project Parameters
System Design
2D Manifold Layout
3D Manifold Layout
Part list
Price Components Project / Toolbars
Project Parameters
Price Components
A
A
A
A
A
N
A
A
A
N
N
A
A
A
N
N
A
A
A
N
N
A
N
N
N
N
N
A
A
N
A
A
N
N
N
N
N
N
N
N
N
N
*A = Active, N=Not Active
2.1.2.1 File Toolbar
The “File” toolbar permits to quickly access the file management functions and to
open/close some application windows. These are:
Figure 2-5: File Toolbar
Button
Description
Price a Manifold
Function
Creates a new “Price a Manifold” project.
Price Components
Creates a new “Prices Components” project.
Open
Open an existing file.
Save
Saves the current project.
Open Revision Dialog
Opens the project “Revision History” dialog box.
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Button
Description
Current Page Setup
Function
Prints the current active interface (diagram, manifold or price
components).
Opens the “Print Preview” dialog box for the current active
interface (Diagram, Manifold or price components).
Opens the “Current Page Setup” dialog box.
Library
Opens the components “Library” or the “Manifold Library”.
Project Explorer
Opens the “Project Explorer” window.
Messages
Opens the warning “Messages” window.
Design rules check
Allows user to verify the rules of configuration.
Generate Report
Generates the complete manifold report.
Project Pricing Freeze
Allows project price freezing once approved by HydraForce.
Calculates the total project price and displays the result in the
“Total Price” field.
Contains the price of the manifold at the moment when the “Get
Total Price” button is pressed. An incomplete price will be
followed by three dots. (“…”)
Print
Print Preview
Get Total Price
Total Price
2.1.2.2 Edit Toolbar
The “Edit” toolbar permits quick access to the various functions available from the
“Edit” menu. These are:
Figure 2-6: Edit Toolbar
Button
Description
Function
Cut
Cuts the selection.
Copy
Copies the selection to the clipboard.
Paste
Pastes the contents from the clipboard.
Delete
Deletes the selection.
Undo the last actions (i.e. Cut, Paste, Delete, Position, Size and Rotate
a component as well as links).
Redo an undone action.
Undo
Redo
2.1.2.3 View Toolbar
The “View” toolbar permits quick access to the various functions available from
the “View” menu. These are:
Figure 2-7: View Toolbar
Button
Description
Zoom Out
Function
Zooms out by 25%.
Zoom In
Zooms in by 25%.
Zoom Window
Permits the user to zoom from a drawn box.
Zoom Page
Permits the user to view the entire diagram on the screen.
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Button
Description
Pan
Function
Permits the user to grip the view and move it around the screen.
2.1.2.4 Layout Toolbar
The “Layout” toolbar permits the user to quickly access the layout commands.
These are:
Figure 2-8: Layout Toolbar
Button
Description
Rotate Left 90o
Function
Rotates the active component 90 degrees left.
Rotate Right 90o
Rotates the active component 90 degrees right.
Flip Vertical
Flips the active component over a vertical axis.
Flip Horizontal
Flips the active component over a horizontal axis.
2.1.2.5 Insert Toolbar
The “Insert” toolbar permits the user to quickly access the CAD drawing tools.
These are:
Figure 2-9: Insert Toolbar
Button
Description
Insert Line
Function
Returns the mouse pointer to the normal mode when creating graphic
elements.
Permits the user to insert a line.
Insert rectangle
Permits the user to insert a rectangle.
Insert Ellipse
Permits the user to insert an ellipse.
Insert Text
Permits the user to insert text.
Insert Image
Permits the user to insert an image.
Insert Measure
Permits the user to insert a dimension line.
Line Color
Permits to change the color of a graphic element.
Line Thickness
Permits to change the thickness of a graphic element.
Line Type
Permits to change the line type of a graphic element.
Select
2.1.2.6 Manifold Layout Toolbar
The “Manifold Layout” toolbar permits the user to quickly access some of the
functions available in the “Manifold Layout” interfaces. These are:
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Figure 2-10: Manifold Layout Toolbar
Button
Description
Transparency
View Components
Manifold Dimensions
Show Components ID
Lock Component
Position
Restrain Component to
Surface
Fit Block to
Components
Rotate Block
Function
Displays a closed/transparent view of the manifold.
Displays/Hides the components on the manifold in order to show only
the cavities.
Allows resizing the block manifold by dragging its edges.
Displays components ID on the manifold layout views.
Locks a component at its current position.
Restrains a component to the current manifold face.
Shrink the manifold block extrusion and length dimensions.
Allows rotating the block manifold in the 3D view.
2.1.3 Project Explorer
The “Project Explorer” list all the opened projects and permits to choose the
interface that will appear in the main display area. For “Price a Manifold” projects
types, the user has the choice between five interfaces. Two interfaces exist for
“Price Components” projects. These interfaces are:
Project Type
Price a Manifold
Choice
Project Parameters
System Design
2D Manifold Layout
3D Manifold Layout
Price Components
Parts list
Project Parameters
Price Component
Impact
Takes the user to the “Project Parameters” page in the main display.
Takes the user to the “System Design” page in the main display.
Takes the user to the “Orthogonal Manifold Layout” page view in the
main display.
Takes the user to the “Isometric Manifold Layout” page view in the
main display.
Takes the user to the “Parts List” page in the main display.
Takes the user to the “Project Parameters” page in the main display.
Takes the user to the “Cart List” page in the main display.
The opening and closing of the project explorer window is done with the “Project
Explorer” button
located in the “File” toolbar.
Notes:
When version 2.0 projects are opened, the project explorer will list only four
choices. There isn’t any 3D manifold layout view in this case. Refer to the iDesign version 2.0 User’s Guide for more details.
You may want to convert your project to 3D to take advantage of the isometric
view and of the new functions related to components positioning.
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Figure 2-11: Project Explorer for v2.0, 3D Price a Manifold and Price Components
Projects
2.1.3.1 Multiple Projects Management
When several projects are opened during the same work session, they will all be
listed in the “Project Explorer” window. It is then possible to copy and paste
components from the “System Design” interface of a project to another one.
It is also possible to use the tiled or cascade functions in the “Window” menu to
display one or more projects at a time.
Figure 2-12: Two Price a Manifold Projects Listed in the Project Explorer
2.1.3.2 Project Explorer Context Menu
In the “Project Explorer” window, right-click on a project name to access its
context menu.
The “Project Explorer” context menu permits to:
1.
Save the current project;
2.
Close the current project;
3.
Rename the current project;
4.
Access the “Revision History” dialog box.
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Figure 2-13: Project Explorer Context Menu
2.1.4 Main display
The main display will change as per the choices of interface that has been made.
As discussed previously, the main display will have five interfaces for a Price
Manifold project and two interfaces for Price Components project:
Price a Manifold
1.
Project Parameters;
2.
System Design;
3.
2D Manifold Layout;
4.
3D Manifold Layout;
5.
Parts list.
Price Components
1.
Project Parameters;
2.
Price components.
Note: When version 2.0 projects are opened, the Project Explorer will show only
four choices. There isn’t any 3D manifold Layout view in this case. Refer to the iDesign version 2.0 User’s Guide for more details.
2.1.5 Warning Messages
Warning messages are displayed to alert the user that some rules have not been
respected during the design phases. Warning messages could appear while
working in the “Project Parameters”, “System Design”, “Manifold Layouts” or
“Price Components” interfaces.
An indication that a message is pending appears in the status bar, at the bottom of
i-Design window.
Figure 2-14: Pending Message in the Status Bar
To make the warning disappear from the status bar, you need to open the
“Messages” window. There is two ways to open it:
1.
Click on the warning message directly in the status bar;
2.
Click on the “Messages” button in the “File” toolbar. This will open the
“Messages” windows if it was closed or close it if it was opened.
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Figure 2-15: Warning in the Messages Window
The “Messages” window lists all the warnings that have been displayed in the
current work session. To clear the messages, click right in the window and choose
“Clear All” in the context menu.
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2.2 Working with Project Files
2.2.1 Creating a New File
To create a new file:
1.
Select the “New” command from the “File” menu;
2.
Choose the type of project to create (“Price a Manifold” or “Price
Components”).
Figure 2-16: File Menu (New)
Or
1.
Click on the “Price a Manifold”
button in the “File” toolbar.
or “Price Components”
This will create a new project that appears in the “Project Explorer”. When a
project is created it will have a default name. It can be renamed at any time.
2.2.2 Opening a File
To open a file, two options are available:
1.
Choose “Open File” in the “File” menu;
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Figure 2-17: File Menu (Open File)
Or
1.
Click on the “Open File”
button in the “File” toolbar;
A Windows standard browser for file opening appears.
2.
Use the browser to find the desired file in .hf3d or .hfr format and
select it;
3.
Click on the “Open” button.
The project opens and is listed in the “Project Explorer”. All saved
information is retrieved and all interfaces, options and information
are updated accordingly.
Notes:
The symbols and underlying configuration features do not update automatically
when a project is loaded. That is, the symbol and configuration are specific to a
project. If there is any doubt that the symbol or features have been updated the
user should re-insert the component into the project. The symbols and
configuration features are part of the component database. The revision level of the
component database can be found in the “Options” dialog box under the
“Preferences” menu. The price of the component will automatically be updated
regardless of the symbol or component database version.
It is possible to open a project created with i-Design version 2.0. In this case, there
won’t be any isometric (3D) view of the manifold and all functions related to it
will not be accessible. In this case you may consider converting your project in
3D. For this, refer to the “Convert to 3D” command in the “File” menu.
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Figure 2-18: File Opening Browser
2.2.3 Saving a File
Three options are available to save a project:
1.
Choose the “Save File” command from the “File” menu;
Figure 2-19: File Menu (Save File)
Or
1.
Click on the “Save File”
button in the “File” toolbar;
Or
1.
Use the “Save” command from the context menu in the “Project
Explorer” (right-click on the project name);
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Figure 2-20: Context Menu
If the file has not been previously saved, the browser window opens.
If the file has been previously saved, the file will overwrite the last
saved one.
2.
Choose the folder where to save the file;
3.
Type the name of the file in the “File Name” field;
4.
Click on the “Save” button.
Figure 2-21: File Saving Browser
Note: If the project was previously loaded from a .hfr file, this operation will save
the file with the .hf3d extension and delete the previous .hfr file.
2.2.4 Saving a File As…
Using the “Save As…” command is the same as using the “Save” function for the
first time. It is mostly used to save the file with a different name or to create a
backup.
Note: Do not rename a file in Windows Explorer. The project name and file name
are linked.
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2.2.5 Printing the Current Configuration
The manifold configuration can be printed at anytime during the design process.
Whether in the “System Design” or in the “Manifold Layout” interfaces, the user
has the option to choose what to send to the printer.
To print the current manifold configuration:
1.
Choose “Print” “Diagram” or “Manifold” in the “File” menu;
Figure 2-22: File Menu (Print)
Or
1.
Click on the “Print Current Window”
toolbar;
button on the “File”
2.
Choose the options that pertain to the printer set-up and print location
in the dialog box;
3.
Click on OK;
4.
The chosen interface will be sent to the printer.
2.2.6 Previewing the Printing of the Current Configuration
To preview the current manifold configuration:
1.
Choose “Print Preview” “Diagram” or “Manifold” in the “File”
menu;
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Figure 2-23: File Menu (Print Preview)
Or
1.
Click on the “Print Preview”
button on the file toolbar;
2.
Select the correct options that pertain to the printer set-up and
location in the print dialog;
3.
Click on OK;
4.
The current configuration will be displayed on the screen in a “Print
Preview” window;
2.2.7 Importing and Exporting
2.2.7.1 Exporting in DXF
To export a diagram to a DXF file format:
1.
Choose the “File” “Import/Export” “Export DXF” command;
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Figure 2-24: File menu (Export DXF)
A “Save As…” dialog box opens.
2.
Select the desired folder to save to;
3.
Click on the “Save” button.
Note: The .dxf format used is compatible with AutoCAD® 2000 and later
revisions.
2.2.7.2 Exporting to Automation Studio
To export to Automation Studio:
1.
Choose the “File” “Import/Export” “Export to Automation
Studio” command;
Figure 2-25: File menu (Export to Automation Studio)
A “Save As…” dialog box opens.
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2.
Select the desired folder to save to;
3.
Click on the “Save” button.
Note: The .hfx format used is compatible with Automation Studio version 6.0 and
later revisions.
2.2.7.3 Exporting 3D Components to a Folder
The 3D files of each component are stored in the root of a folder named ‘3DFiles’.
The latter is found in the root of the i-Design directory. The 3D files are in .stp
format.
To export 3D components to a folder:
1.
Choose the “File” “Import/Export” “Export 3D Components to
Folder” command;
Figure 2-26: File menu (Export 3D Components to Folder)
A Browse for Folder dialog box opens.
Figure 2-27: Browse for Folder dialog box
2.
Select the folder to save the 3D files in;
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3.
Click OK to begin the exportation process;
4.
A message will alert the user if the 3D export has been successfully
achieved or not;
Because there are similarities in the external view of many of the HydraForce
components, the file names may not directly correspond to the product selected. A
cross reference for the product and the corresponding file name can be found in an
Excel spreadsheet located in the folder named “3DFiles”.
2.2.7.4 Exporting to XML 3D
To export the components 3D positions information into an XML file:
1.
Choose the “File” “Import/Export” “Export to XML 3D”
command;
Figure 2-28: File menu (Export to XML 3D)
A “Save As” dialog box opens.
2.
Select the folder to save to;
3.
Click on the “Save” button.
Note: All the components are exported to the XML file, even if they are not
inserted on the manifold block.
2.2.7.5 Importing from XML 3D
To import the components 3D positions in the current project from an XML file:
1.
The manifold project selected must use the components listed in the
XML file you want to import.
2.
Choose the “File” “Import/Export” “Import from XML 3D”
command;
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Figure 2-29: File menu (Import from XML 3D)
An “Open” dialog box appears.
3.
Select the .xml file to import;
4.
Click on the “Open” button.
Note: The positions of the components listed in the XML file will be automatically
updated in i-Design. The manifold layout views will be refreshed accordingly.
2.2.8 Converting to 3D Environment
To convert i-Design version 2.0 project into 3D:
1.
Select the “Convert to 3D Environment” command from the “File”
menu;
Figure 2-30: Convert to 3D Project in the File Menu
2.
Acknowledge the warning message that opened by clicking on
“Yes”.
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Note: The component placement information on the manifold layout
view will be lost during this process and the initial .hfr file will be
deleted.
Figure 2-31: Conversion Warning Message
3.
Select the measure system that will be used for this project. In the
report, all measures units will be as per this choice. It will not be
possible to modify the project unit once it is converted.
Figure 2-32: measure System Selection
4.
The new 3D project is saved using a filename with a .hf3d extension.
The “Revision History” dialog box opens automatically. Fill in all
the information relative to this revision.
Note: The previous project file is overwritten, so make sure to
backup the initial file before converting it.
5.
A message informs the user that the conversion is completed.
Figure 2-33: 3D Conversion Completed
Once converted, the “Project Explorer” will contain the branches that permit to
access the “2D Manifold Layout” and “3D Manifold Layout” interfaces.
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3 Building a First Project
3.1 Creating a Manifold Project
When you begin a new project, you will start on the System Design
page where you can quickly and easily create your circuit using dragand- drop technology. Or you may choose to start on the Project
Parameters page where i-Design allows you to select specific technical
parameters as default values that will carry throughout all component
selections. After designing the circuit, you can move on to the Manifold
Specification page where you will specify where to locate valves, ports
and mounting holes, and define the maximum envelope dimensions.
There is also a Parts List and Pricing Wizard for quick review of the bill
of material and manifold costs anytime throughout the design process.
When you finish your design and layout, the software has a built-in
design check that will provide a variety of detailed warnings, such as
incomplete product specifications, errors in component size, pressure or
flow setting, etc.
When you’re ready to see the final draft of your project, you will
generate a report. The report contains information from all parts of the
project; customer and distributor information, technical parameters, the
circuit, the manifold layout, the bill of material, warnings, and revision
history.
3.1.1 Project Parameters Interface
The first step in creating a new manifold design is to describe the
project and its technical parameters. The project parameters interface is
designed for this specific purpose. It permits the user to define the basic
information needed to build a HydraForce custom manifold. This
information can be general, technical or specific to HydraForce.
Therefore the interface is divided in three sections.
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Figure 3-1: Project Parameters Interface for Manifold Projects
3.1.1.1 Accessing the Project Parameters Interface
To access the Project Parameters interface:
1.
Open the “Project Explorer”;
2.
In the desired project, click on the “Project Parameters”
branch.
3.1.1.2 HF Use Only
This section is used by HydraForce to input:
•
Assembly #: The assembly number is the P/N that HydraForce
will assign to the complete manifold assembly;
•
Block #: The block number is the P/N that HydraForce will
assign to the aluminum, continuous cast iron or steel body.
3.1.1.3 General Information
This section is used for information purposes only. It will appear on the
report and can be consulted at any time while using the software but it
has no impact on the choices offered to the user during the design
process. Fields found in this section of the interface permit the user to
define:
•
•
Initial Date;
Project HF (Same as the filename);
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•
Approval / Delivering field with these choices:
o Approval drawing required;
o No Approval Drawing – Release Drawing;
o “Fast-Track” Delivered – No approval Drawing (PO
required).
•
Design Review Format (DWG, DXF, Iges, Pro-E, STEP, hf3d
and PDF);
•
•
Released Design format (DWG, DXF, Iges, Pro-E and STEP);
Distributor/Location;
•
OEM Customer;
•
•
Distributor Contact;
OEM Contact;
•
•
Email;
Fax;
•
Estimated Annual Usage;
•
•
Prototype Qty;
PO#;
•
Initiated By and Date;
•
Additional project notes;
•
PPAP Level (Selection list from level 1 to level 6, with level 6
as default).
3.1.1.4 Technical Project Parameters
Technical project parameters are used as reference while the user is
designing the system. Therefore, the choices made / entered in this
section of the interface will have an impact on the design process.
Fields found in this section of the interface permit the user to define:
•
•
Nominal Flow Rate;
Nominal Pressure;
•
Oil Type and viscosity;
•
Typical (operating) Temperature;
•
•
Ports Extra-Spacing;
Default Value for Seal Type;
•
Default Value for Coil Voltage;
•
•
Default Value for Coil termination;
Material:
o Aluminum (Default if the nominal pressure is less
than or equal to 3499 psi);
o Durabar: CC SG Iron (Default if the nominal
pressure is greater or equal to 3500 psi) ;
o Steel.
•
•
•
Clear Anodize or Zinc Plating;
Customer Supplied Components;
Special Port Spacing for Fittings;
•
Construction Hole Closures:
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o
o
SAE threaded plugs (Automatically selected if the
Nominal pressure is greater or equal to 3500 psi);
Expander plugs (Automatically selected as default if
the Nominal pressure is less than or equal to 3499
psi). If the pressure is reset to a value below 3500 psi
the hole closure will stay as SAE Threaded plugs but
the user has the possibility to change it back to
Expander plugs.
•
Special Test/Certification Requirements Attached:
o None;
o Prototype only;
o Production.
•
•
Customer P/N:
o Shown on block:
With HF number;
Without HF number.
o Not shown on block :
With HF number.
Regulatory / Environmental Specifications Apply;
•
Technical Notes.
3.1.1.5 Selecting Default Values
Default values are selected so that they will appear by default in the
component properties interface. If a selection is made and it happens
that it does not exist in the component options, the first option available
will be selected by default. The fields, which a default value can be set
for are:
1.
Seal Type;
2.
Coil Voltage;
3.
Coil Termination.
Note: Default values can be overwritten during the configuration
process.
3.1.2 System Design Interface
The system design interface permits to design the actual hydraulic
circuit that will compose the HydraForce custom manifold. The system
design interface is split into two major parts:
1.
The parts library;
2.
The diagram editor.
3.1.2.1 Accessing the Main Design Interface
To access the main design interface:
1.
Click on the “Project Explorer” button on the “File”
toolbar;
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2.
In the desired project, click on the “System Design”
branch.
The main display will show the design interface.
3.1.2.2 Parts Library
The “Library Explorer” is the main tool for selecting components and
building circuits. To access the “Library Explorer”:
1.
Click on the “Library Explorer”
toolbar;
button on the “File”
2.
Browse the various categories using the + sign and
selecting various categories in the library.
Or
Use the search engine to find the component you want.
Components and their description / model code appear in
the component viewer / selector window.
Note: The contents of the library will change depending on the selected
interface and project type currently used.
3.1.2.2.1 Search Field
The search field permits the user to search through the library for a
specific string. When the search is started from anywhere in the library,
the search engine will close the search loop by restarting from the
beginning.
3.1.2.2.2 Library Explorer
The “Library Explorer” is a navigational tool. It permits the user to:
•
View different component categories;
•
Expand / Retract component categories.
3.1.2.2.3 Component Selector
The component selector permits the user to:
•
Visualize the component symbols;
•
Visualize the component description. If selected in the
subfolder, the complete component description is shown;
•
The component selector permits the user to drag and drop a
component onto the design surface. (See the Working with
Components chapter)
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Figure 3-2: System Design Interface (Project Explorer and Library)
3.1.2.3 Diagram Editor
The diagram editor is the main part of the software. This interface is
used for designing the symbolic view of the manifold design. It is
composed of the following elements:
•
Drawing surface;
•
Drawing tools;
•
CAD elements.
Briefly, it permits the user to:
•
View the drawing surface;
•
Activate the grid function;
•
Insert a Title Block;
•
Zoom in, zoom out and pan the drawing surface;
•
Browse, select libraries and view components;
•
Insert components onto the drawing surface;
•
Move, copy, cut, rotate and paste components on the drawing
surface;
•
Connect components;
•
Access specific component properties dialogs.
3.1.2.3.1 Drawing Surface
The drawing surface is a white section onto which it is possible to
design the desired system. The drawing surface is limited to 22x22
inches. Many tools and drawings aids are available while in this
interface, primarily:
•
Page setup;
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•
Grid function;
•
Zoom function.
3.1.2.3.2 Default Page Setup
The “Default Page Setup” dialog box can be accessed through the menu
“Preferences” “Default Page Setup”. It allows specifying the default
page format for every new diagram.
Figure 3-3: Preferences Menu (default page setup)
The “Default Page Setup” dialog box allows the user to select the
default diagram size, orientation and units.
Figure 3-4: Default Page Setup Dialog Box
3.1.2.3.3 Current Page Setup
The “Current Page Setup” allows specifying the dimensions of the
diagram that is currently in use. It can be accessed:
•
Through the menu “File” “Current Page Setup”;
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Figure 3-5: File Menu (Current Page Setup)
•
Through the “File” toolbar.
Figure 3-6: File Toolbar (Current Page Setup)
The “Current Page Setup” dialog box allows the user to select the
current diagram size, orientation, and units.
Note: Those settings overwrite the ones specified in the “Default Page
Setup”.
Figure 3-7: Current Page Setup Dialog Box
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3.1.2.3.4 Grid Function
The grid is a series of perpendicular lines permitting the user to see the
horizontal and vertical alignment of components. This function allows
the user to align components to improve the clarity of the hydraulic
circuit. To activate the grid:
•
Select the menu “Preferences” “View Grid".
Figure 3-8: Activated Grid Function
3.1.2.3.5 Component Snap
Component snap is used to keep all of the components connectors on a
grid step. It is recommended to keep the snap mode active at all time to
assure alignment of the components when placed on the drawing
surface.
To activate component snap:
1.
Select the menu “Preferences” “Component Snap”.
3.1.2.3.6 Zoom Functions
The zoom functions are used to change the view of the drawing page.
There are many zoom tools that can be used:
•
The zoom-in tool:
1.
button in the “View” toolbar
Click on the “Zoom in”
to make the complete drawing zoomed-in;
2.
Click on CTRL with +;
3.
Hold down CTRL key and scroll with the mouse button.
OR
OR
•
The zoom-out tool:
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1.
Click on the “Zoom out”
button in the “View”
toolbar to make the complete drawing zoomed-out;
2.
Click on CTRL with -;
3.
Hold down CTRL and scroll with the mouse button.
OR
OR
•
•
•
The zoom box tool:
1.
Click on the “Zoom Box”
toolbar to make it active;
button in the “View”
2.
Make a box on the drawing space around the components
you wish to zoom in.
The zoom-page tool:
button on the “View”
1.
Click on the “Zoom Page”
toolbar;
2.
The grid and the components symbols are zoomed-out or
in so that all of the components on the drawing surface
are visible.
The pan tool:
1.
Click on the “Pan”
button on the “View” toolbar;
2.
The mouse pointer takes the shape of a hand;
3.
Move the drawing surface and all of the components on it
by clicking and dragging the hand on the drawing surface;
4.
De-select the tool by clicking on the icon again.
1.
Hold down the SHIFT button;
2.
The mouse pointer becomes a hand;
3.
Move the drawing surface and all of the components on it
by clicking and dragging the hand on the drawing surface.
OR
3.1.2.4 Working with Components
The first step in designing a system is to select and position
components onto the drawing surface. More precisely this section
details:
1.
Dragging and dropping components on the design
surface;
2.
Components representation on the design surface;
3.
Selecting, deleting,
components;
4.
Rotating and moving components;
5.
Accessing the component properties dialog box;
6.
Components context menu.
copying,
cutting,
and
pasting
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3.1.2.4.1 Dragging and Dropping Components on the Drawing Surface
Once the desired component has been found in the component library,
the user needs to do the following steps to insert it onto the drawing
surface:
1.
Select the image of the component in the bottom part of
the library;
2.
Click and drag the component to the desired location on
the drawing surface;
An image of the component is dragged along with the
mouse pointer.
If the component cannot be dropped at the position of the
mouse pointer, the cursor changes to an interdiction
symbol (circle with oblique bar).
3.
Release the mouse button.
If the position is valid, the component stays in place and a
purple rectangle (boundary box) with handle points
surrounding the component is visible.
The component appears in red. It means that it is not
completely configured.
Ports for the component appear in red until they get
connected to other ports.
Component labels (satellites) appear besides the symbol.
The “Displayed Information” dialog box permits to
choose what to display on the schematic.
3.1.2.4.2 Selecting – Single Component
To select a component:
1.
Click on the component. A selected component is
enclosed in a purple boundary box.
Figure 3-9: Selected Component on the Drawing Surface
3.1.2.4.3 Selecting – Window Selection
To select multiple components using the selection window:
1.
Click and drag a rectangle on the drawing surface while
not in a tool mode (pan, zoom, line, etc.).
Everything that is inside the selection box is then selected.
Once multiple selections are made they can be:
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•
Moved;
•
Copied;
•
Deleted.
Figure 3-10: Multiple Components Selection on the Drawing Surface
3.1.2.4.4 Deleting
To delete a component:
1.
Select the component or group of components;
2.
Click on the “Delete”
button in the “Edit” toolbar;
Or
3.
Press the DEL key;
Or
4.
Open the context menu and select the “Delete” command.
All links created from the component, see the linking
components section, stay in place.
3.1.2.4.5 Copying
To copy a component:
1.
Select the component or group of components;
2.
Click on the “Copy”
button in the “Edit” toolbar;
Or
3.
Press the CTRL+C keys;
Or
4.
Open the context menu and select the “Copy” command.
The component and all its attributes (properties,
orientation, etc.) are sent to the clipboard.
3.1.2.4.6 Cutting
To cut a component:
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1.
Select the component or group of components;
2.
Click on the “Cut”
button in the “Edit” toolbar;
Or
3.
Press the CTRL+X keys;
Or
4.
Open the context menu and select the “Cut” command;
The component and all of its attributes (properties,
orientation, etc.) are sent to the clipboard. The component
is removed from the drawing surface.
3.1.2.4.7 Pasting
To paste a component:
1.
Click on the drawing surface at the location where you
want to paste the component;
2.
Click on the “Paste”
button in the “Edit” toolbar;
Or
3.
Press the CTRL+V keys;
Or
4.
Open the context menu and select the “Paste” command.
Note: A component can only be pasted if it exists in the clipboard.
3.1.2.4.8 Rapid Copy/Paste
To accelerate the Copy/Paste function, press the CTRL key while
moving a component, this will automatically copy the component to the
new position.
The mouse pointer changes to
when the CTRL key is used.
3.1.2.4.9 Rotating
To rotate a component:
1.
Select a component;
2.
Use the clockwise
toolbar;
rotation command in the “Layout”
Or
3.
Use the counter clockwise
“Layout” toolbar;
rotation command in the
Or
4.
Press on the CTRL+R or CTRL+H rotation right shortcut
keys on the keyboard;
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Or
5.
Press on the CTRL+L rotation left shortcut keys on the
keyboard;
Or
6.
Select the “Rotate Right” command from the context
menu;
Or
7.
Select the “Rotate Left” command from the context menu.
The rotation of a component will rotate the symbol but not the satellite
texts associated to it.
3.1.2.4.10 Flipping
To flip a component:
1.
Select a component;
2.
Use the “Flip Horizontal”
toolbar;
command on the “Layout”
Use the “Flip Vertical”
toolbar;
command in the “Layout”
Or
3.
Or
4.
Press on the CTRL+T keys on the keyboard (Horizontal);
Or
5.
Press on the CTRL+F keys on the keyboard (Vertical);
Or
6.
Select the “Flip Horizontal” command from the context
menu;
Or
7.
Select the “Flip Vertical” command from the context
menu.
The flipping of a component will flip the symbol but not the satellite
texts associated to it.
3.1.2.4.11 Moving
To move a component:
1.
Drag and drop the component to a new position;
Or
2.
Select the component and move it using the arrow keys.
The same rules apply if a component is dragged from the “Library”.
If links are attached to the component, the links remain attached when
moving it.
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3.1.2.5 Context Menus
To access context menus, right-click with the mouse in one of the
following situations:
Mouse pointer is on
Component inserted in the drawing surface
Contents of the context menu
Undo (grayed if not available)
Redo (grayed if not available)
Cut
Copy
Paste (grayed if not available)
Delete
Rotate Left
Rotate Right
Flip Horizontal
Flip Vertical
Properties
Help
Empty drawing space
Paste (grayed if not available)
Help
3.1.2.6 Viewing Component Properties
To view component properties:
1.
Double-click on the component;
2.
Select the “Properties” command from the context menu
of the selected item.
See the “Component Properties” section of this manual for more
details.
3.1.2.7 Working with Graphic Elements
Inserting a graphic element on the drawing surface resembles the
insertion of a component but through the use of a drawing tool. Graphic
elements can be stretched, copied, rotated, deleted and moved.
Figure 3-11: Drawing toolbar
3.1.2.7.1 Inserting a Line, a Rectangle, and an Ellipse
To avoid redundancy in the drawing functions description, only one
graphic object’s drawing procedure is described below.
To insert an ellipse:
1.
Select the “Insert Ellipse”
toolbar;
button in the “Drawing”
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2.
Click on the left-mouse button without releasing it and
drag the cursor away;
3.
While dragging, the shape of the object appears and
changes with the mouse movements;
4.
Release the mouse button when the object has reached the
desired dimensions;
The graphic object is displayed on the diagram.
5.
Repeat steps 1 to 4 for any other graphic object to insert
in the diagram.
3.1.2.7.2 Inserting a Text Box and a Picture
To avoid redundancy, the following function description starts from
releasing the mouse button in the previous section.
To insert a text box:
1.
Repeat steps 1 to 4 of the previous procedure, making
sure the “Insert Text”
“Drawing” toolbar;
2.
tool is selected from the
In the entry box, type-in the text to include in the
diagram.
To insert a picture:
1.
Repeat steps 1 to 4 of the previous procedure making sure
the “Insert Image”
tool is selected from the
“Drawing” toolbar;
The “Open” dialog box pops up.
2.
Select the image you wish to insert in the diagram;
Accepted formats are .JPG, .GIF and .BMP.
3.
Click on Open.
The image appears on the diagram.
3.1.2.7.3 Modifying Text Attributes
To modify the text attributes:
1.
Double-click on the text to modify or select the
“Properties” from its context menu;
The “Component Properties” dialog box for the text
appears.
2.
Change the font of the text. Choices appearing in the list
are as per the Windows installed fonts;
3.
Change the font style. Styles available are Windows
standard: Bold, Italic and Bold Italic;
4.
Change the font size;
5.
Add the text effects: Strikeout or Underline;
6.
Change the font color;
7.
Change the font script;
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Figure 3-12: Text Attributes Dialog Box
The color selection is done with the following dialog box:
Figure 3-13: Color Picker
3.1.2.7.4 Modifying Graphic Element Attributes
To change the outline of a graphic element:
1.
Select the element;
2.
Using the following buttons in the “Drawing” toolbar,
define the line attributes of the element.
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Figure 3-14: Graphic Element Attributes
The selection of colors is done through the use of a Windows standard
color selector.
The selection of the line type is done via a pull-down menu.
The selection of the line thickness is done via a pull-down menu.
Note: The color and thickness tools can be used for modifying the
valve symbols as well.
3.1.2.7.5 Inserting a Dimension Line
To insert a dimension line (measure):
button on the toolbar;
1.
Select the “Measure”
2.
Click and hold the mouse button at the initial point;
3.
Drag the mouse to the second measurement point;
Figure 3-15: Dimension Line Setting
4.
Release the mouse button;
Figure 3-16: Dimension Line Drawn
5.
By moving the handles, adjust the initial and ending point
or the line height;
6.
Double click on the dimension line to access its properties
and set the text to display;
7.
To get a vertical dimension line, use the “Rotate left” or
“Rotate Right”
tools;
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Figure 3-17: Dimension Line Completed
3.1.2.8 Displaying Connection Port Names
To display the port names of the components:
1. Select the menu “Preferences” “View Connection Port
Names”;
The port numbers will appear in a bubble. They cannot be
moved or modified.
2. To display a different port number, use the text tool to
create a custom ID.
3.1.2.9 Displaying Connection Ports
To display the ports (small circles) on the components:
1.
Select the menu “Preferences” “View Connection
Ports”.
The ports will appear or disappear depending on their current state.
3.1.3 Component Properties
The “Component Properties” dialog box can contain four branches that
are used to:
•
Component Configuration:
o
View the component description;
o
Select the component model;
o
View the component technical properties (ex:
“Flow” and “Operating Pressure”)
o
Select to engrave the label of the component on
the manifold;
o
View the component symbol;
o
Select specific options for the component;
o
Mark this component as a special one, so the
user can enter a special model code.
o
View the current component “Model Code”
(P/N);
o
View the component cavity name;
o
View the component price;
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•
•
•
Displayed Information:
o
Select some component information to be
displayed on the system design page;
o
Add a comment;
o
Edit the component label.
Service Port:
o
Defined a component buried under it;
o
Permit to indicate on the “System Design”
display that there is a buried component.
Catalog Information:
o
View additional information on the component;
o
View the component PDF catalog file.
To access the “Component Properties” dialog box:
1.
Double-click on the component;
Or
2.
Select the “Properties” command from its context menu.
Figure-3-18: Component Properties Dialog Box
3.1.3.1 Selecting a Component Model
Component model selection is the first step in the configuration of a
component. Select the expected component model from this field drop
down list. This will update the component options fields as well as the
“Model Code” number.
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3.1.3.1.1 Configuring the Component Model Code
To configure the model code, select the desired options in each of the
pull-down menus. Each component is defined as per the component
specific attributes.
Selection menus are dynamic, meaning that the contents of the pulldown lists will be consequential to the previous choices.
If a default value for certain options has been defined in the “Project
Properties” interface (seal, coil, termination) the pull-down menus will
default to that value. However, it can be overwritten. Otherwise, the
default is blanked represented by the choices “None” or “?”.
If a modification is made in an option field and it impacts another field,
the second field is then automatically updated. If the previous choice
still exists, it stays, if it does not, it resets to a blank value.
Figure 3-19: Component Properties Dialog Box – Component
Configuration
3.1.3.1.2 Incomplete Component Model Codes – Component Display
Components that have an incomplete model code, du to a field left
blank in the component options or when the “Component Properties”
screen has not been opened, appear in red in the system design page.
Furthermore, even though the user fills up all component options in the
“Project Parameters” interface and a default model code is available for
a component, that component will still appear in red as long as the user
has not open the “Component Properties” dialog box and click on the
“Apply” button.
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3.1.3.2 Options Having an Impact on Component Symbol
Some options selected in the pull-down lists will have an impact on the
symbol that represents the component on the drawing surface, such as
“Manual Overrides” and “Screens”.
When one of these options is selected in the lists and the “Apply”
button is clicked, the component image is automatically updated to
reflect these changes.
Once the component symbol has been updated it is then treated as a
normal component.
3.1.3.3 Component Identifier (ID) – Automatic Numbering
The component “Identifier” is unique to each component on the
drawing surface. The software will automatically produce an ID for
each component inserted on the diagram based on the following rules:
1.
The first two letters of the ID correspond to the first two
letters of the component model code;
2.
The following two digits are a sequential number in
function of the first two digits. Example: the first valve
will be CV01, the second CV02 and so on.
Note: There is no check for “Component ID” uniqueness. The
“Component Label” can be edited in the “Displayed Information”
dialog box, but not the “Component ID”. The “Component ID” is a
sequential number and will always take the value of a free number or
increment the last available one. For example: There is SV1, SV2, SV4
and SV3 was deleted. The new inserted component will have the
“Component ID” SV03. The next component inserted will take the ID
SV5.
3.1.3.4 Component Cavity
For each component, a cavity is identified. This cavity is defined as per
the specific component options found in the manufacturer’s catalog.
Furthermore, the corresponding cavity will appear in the “Component
Properties” “Component Configuration” dialog box.
3.1.3.5 Displayed Information
The information listed in this dialog box is displayed on the diagram,
but only if the box left to the field is checked. Standard information is
displayed and positioned beside the symbol. The text displayed on the
diagram can be moved but will always keep a relative position to the
component. If the component is moved, the text boxes (satellites) move
accordingly.
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Figure 3-20: Component Properties Dialog Box – Displayed
Information
3.1.3.6 Catalog Information
This section will bring up the PDF catalog page for the current component model.
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Figure 3-21: Component PDF Data Sheet
3.1.3.7 Viewing Custom Components
Custom components are found in the “Library” as black boxes with a
certain number of connection ports. Those can have from 0 to 6 ports.
Custom components are used to represent components that are not in
the “Library”. The “Component Configuration”, “Displayed
Information” and “Service Ports” branches are available but not the
“Catalog Information”.
The component options available are:
1.
Part Number;
2.
Manufacturer (defaulted to HydraForce);
3.
Special Price;
4.
Cavity Type.
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Figure 3-22: Viewing of a 6 Ports Custom Component
3.1.3.8 Net Adder Component
This component allows entering prices that are function of component
quantities ranges.
In its dialog box, the “Net Adder” has the following options:
o
Part Number;
o
Manufacturer;
o
5 x “Quantity” levels and their related “Price”;
o
Cavity Type.
In the report pricing section, the “Net Adder” components are presented
in a separate sub-section. In this sub-section, the pricing levels defined
in the component are showed. The total price of the manifold will not
include the “Net Adder” components.
The “Net Adder” properties dialog box looks like:
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Figure 3-23: Net Adder Component (Component Configuration)
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3.1.4 Creating a Design
3.1.4.1 Connecting Components
To connect components:
1.
Click on one of the symbol connection ports to define the
starting point. The connection ports appear in red when a
component is inserted onto the drawing surface and still
not connected;
The mouse pointer takes the shape of a cross.
2.
Each click, other than on another connection port, defines
a new elbow in the link;
3.
Click on another port to create a connection. The link is
established between the two components;
Or
4.
Double clicked on the drawing where there is no
connection port. The link will terminate at that point with
a connection port at its end.
The mouse pointer reverts to its initial shape once the link
is finished, as described in steps 3 and 4.
3.1.4.1.1 Modifying a Connection Line (Link)
To modify the shape of a link:
1.
Select the link to modify;
The link assumes the selection color and handles are
displayed along it.
2.
Click and hold the mouse button on one of the link
handle;
The mouse cursor takes one of these shapes depending on
the selected handle
3.
,
or
.
Drag the cursor to modify the link path;
Figure 3-24: Modifying the Shape of a Link
4.
Release the mouse button.
The link is modified.
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The mouse pointer reverts to its initial shape.
3.1.4.1.2 Link Crossing Jump and Connection
When two links cross each other without connecting, a line jump will
be affected to one of the two lines. Whilst two links that connects to
each other will do so with a connection point (black dot).
Figure 3-25: Line Jump and Line Connection
3.1.4.1.3 Defining a Link Type
Different line types can be used as links in the system design page. It is
possible to change the line representation by:
Selecting the line type from the link context menu;
Figure 3-26: Selecting Line Type
Double-clicking on the line to open the “Link” properties
dialog box and modify the type property in the “Visual
Parameters” branch.
The line representation changes according to its type. The links cannot
be modified by using the graphical element attribute tools. Possible
line types are:
Line type
Representation
Pressure Line (default)
Continuous line
Drain Line
Dashed – Dot
Pilot Line
Dashed
3.1.4.1.4 Defining Link Visual Parameters
When double clicking on a line, its properties dialog opens by default
on the visual parameters.
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Figure 3-27: Link Properties Dialog box (Visual Parameters)
In this section the user can change the color, style and thickness by
selecting the “Other” type and then clicking on the corresponding
attribute button.
Note: The link visual parameters settings, done in the link properties
dialog box, overwrite the previous choice don in the link context menu.
3.1.4.1.5 Defining Link Technical and Advanced Data
The link properties dialog box has a second branch which is the
“Technical Data”.
In this dialog box the user can enter the various technical and advanced
data.
o
The “Technical Data” section includes: Kv Factor, Length and
Diameter;
o
The “Advanced Data” section includes: Heat Transfer
Coefficient, Maximum Flow, Maximum Pressure, Material,
Maximum Temperature, Internal Roughness, and Elevation.
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Figure 3-28: Line Properties Dialog Box (Technical Data)
3.1.4.2 Creating a System Boundary
The “System Boundary”, or manifold border, is used to define the
limits of the manifold in a circuit diagram.
To create a manifold border:
1.
Select the “System Boundary” component from the
“Library”;
2.
Drag and drop the “System Boundary” anywhere onto the
drawing surface;
3.
Using the handles, stretch the border to the desired size,
encompassing all components that are included the
manifold block.
Figure 3-29: Manifold Border
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3.1.4.3 Adding Ports to the Manifold
The manifold ports are components used to define the connections that
will appear on the manifold once it has been completely designed.
To insert a port:
1.
Select the “Connection Port” component from the
“Library”;
2.
Click and drag the port onto the drawing surface;
3.
Double click on the “Connection Port” or choose
“Properties” from its context menu.
4.
In the “Component Configuration” branch, enter the
following “Component Options”:
Extra Port;
Port Style;
Port Size.
Note: Each “Port” inserted in the system design diagram will appear in
the “Manifold Library” used in the manifold layout interfaces.
Figure 3-30: Connection Port Component Properties
3.1.4.4 Adding Orifice Discs
Orifice disks are treated as other components. The insertion is done in
the same manner as the other components. These disks have the
following properties:
1.
Disc Diameter;
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2.
Drill Thru Diameter.
Orifice disks must be connected to the valves port number 1. A
validation mechanism is included in the software to produce a warning
if this is not the case.
3.1.4.5 Adding Orifice Plugs
Orifice plugs are treated as other components, the insertion is done in
the same manner as the other components. These plugs have the
following properties:
1.
Size;
2.
Orifice Diameter;
3.
Adhesive.
3.1.4.6 Adding Other Components
“Other Components” are not HydraForce components, but they can still
be used to make a complete schematic. These components are: pumps,
cylinders, filters, tanks, motors and many more. The options that define
these components are:
1.
Part Number;
2.
Manufacturer;
3.
Special Price;
4.
Appear on the Report (Not check by default).
3.1.4.7 Buried Components
Components can be configured to be buried into the manifold. There
are three ways to define buried components:
Through a port;
Through a pressure line end;
Through a cavity.
Buried components are listed in the manifold layout “Library”. There is
an indication that they are buried in the library.
Figure 3-31: Buried Component in the Library
Note: Buried components can also be inserted on the manifold as if
they were standard components.
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3.1.4.7.1 Buried Components through a Port
To bury a component in the block manifold through a specified port
you need to:
1.
Double click on the desired “Connection Port” in the
diagram;
2.
Click on the “Service Port” branch;
3.
Select the component to be buried from the “Buried
Component” pull-down list;
4.
Check the “Displayed” check box to identify the port as a
“Service Port” on the schematic.
Figure 3-32: Service Port Definition trough a Port
3.1.4.7.2 Buried Components through a Pressure Line End
To bury a component in the block manifold through a specified line end
you need to:
1.
Select the “Service port” component from the library;
Figure 3-33: Service Port in the Library
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2.
Insert (connect) the component “Service Port” to the
desired line end on the schematic;
3.
Double click on the “Service Port”;
4.
Click on the “Service Port” branch;
5.
Select the component to be buried from the “Buried
Component” pull-down list;
6.
Check the “Displayed” check box to identify the port as a
“Service Port” on the schematic.
Figure 3-34: Service Port trough Line ends on the Schematic
3.1.4.7.3 Buried Components through a Cavity
To bury a component in the block manifold through a specified cavity
you need to:
1.
Double click on the corresponding cartridge valve on the
schematic;
2.
Click on the “Service Port” branch;
3.
Select the component to be buried from the “Buried
Component” pull-down list;
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Figure 3-35: Service Port Definition trough a Cavity
4.
Check the “Displayed” check box to identify the port as a
“Service Port” on the schematic.
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3.1.5 Manifold Layout Interfaces
The manifold layout interfaces are optional sections of the software.
They permit to position the components physically on the manifold
block faces. The components representation showed in the interfaces
are realistic. The components size and shape are represented as
envelops that needs to be taken into consideration when positioned. The
manifold extrusion and length may also be optimized by taking care of
interferences between components cavities located in the block.
The interface is composed of two major parts:
1.
The “Manifold Library”;
2.
The “Manifold Layout” editors;
There are two manifold layout editors. The user may work with any one
of those at their convenience. Every change done in one interface will
immediately affect the other one.
There is the “2D Manifold Layout” interface, which is an orthogonal
view of each of the manifold six faces.
Figure 3-36: 2D Manifold Layout Interface
The second interface is the “3D Manifold Layout”, which is an
isometric view of the manifold block. It can be rotated to view each of
its faces.
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Figure 3-37: 3D Manifold Layout Interface
Note: Leave the manifold layout interface blank to indicate a designer’s
choice for the layout.
3.1.5.1 Manifold Layout Library
The “Manifold Library” uses the same interface as the “System Design
Library”. Differences lie in the components that populate the library.
Three major component categories are included in this library:
1.
Manifold Ports;
2.
Components;
3.
Mounting Holes;
The “Manifold Library” is automatically populated with components
inserted in the “System Design” page.
Note: Accessories are not showed in the manifold library. They are
component options.
3.1.5.1.1 Manifold Ports
The manifold ports are the same “Connection Ports” that have been
inserted and configured in the “System Design” interface. In the
“Library”, they are identified by the same identifier that is defined in
the /System Design” interface.
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Figure 3-38: Manifold Layout Library
3.1.5.1.2 Manifold Components
Components found in the “Components” section of the “Manifold
Library” are taken directly from the “System Design” interface. They
are represented with a 3D realistic symbol. Their identifiers are the
same as the ones defined in the “System Design” interface.
Figure 3-39: Component in the Manifold Layout Library
3.1.5.1.3 Mounting Holes
Mounting holes do not appear in the “System Design” interface. Only
one component appears in the manifold library. That same component
can be inserted several times on the manifold block as required.
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3.1.5.2 Manifold Layout Editors
The 2D and 3D manifold layout editors permit to position the various
components on the manifold block. That is required to define the
manifold physical parameters.
3.1.5.2.1 Manifold Layout Editor – Inserting Ports
The insertion of “Ports” is the same as the insertion of other
components in the “System Design” interface; the component can be
dragged and dropped from the “Manifold Library” onto one of the
manifold surfaces. The positioning and manipulation of components
and satellite texts follow the same rules as for the system design
interface. The size and identifier that are defined for the “Port” appear
automatically beside it.
3.1.5.2.2 Manifold Layout Editor – Deleting Ports
Deleting “Ports” is done in one of two following ways:
1.
Select the “Port” and press the “Delete” key;
2.
Select the “Delete” command from the “Edit” context
menu.
The deleted port will return to the “Manifold Library” and
be available for re-insertion.
3.1.5.2.3 Manifold Layout Editor – Managing Ports
If a port is deleted in the main design interface, the corresponding port
is also deleted in the manifold layout editors.
If a port’s ID is changed in the main design interface, the corresponding
port is renamed in the manifold layout interfaces.
A port cannot be pasted/copied in the manifold layout editors.
3.1.5.2.4 Manifold Layout Editor – Inserting Components
The insertion of components in the “Manifold Layout” editors is done
in the same way as in the “System Design” interface. To insert a
component, drag and drop it onto one of the manifold faces. The
component can be dropped only if it is on one of the manifold faces.
3.1.5.2.5 Manifold Layout Editor – Component Management
If a component is deleted from the main design interface, the
corresponding component is also deleted from the manifold layout
editors.
If a component label is changed in the main design interface, the
corresponding component is renamed in the manifold layout interfaces.
A component cannot be pasted/copied in the manifold layout editors.
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3.1.5.2.6 Manifold Layout Editor – Inserting Mounting Holes
“Mounting Hole” insertion is done in the same way as all of the other
ports or components. The “Component Properties” dialog box is then
used for proper configuration.
To access the “Component Properties” dialog box double click on the
“Mounting Hole”.
To “Mounting Hole” options are:
1.
Type;
2.
Size;
3.
Depth.
Figure 3-40: Mounting Hole Component Properties Dialog Box
3.1.6 Manifold Views
The 2D and 3D manifold views may be configured in several ways.
This section describes how to activate the following views:
Transparency;
View Cavities Only;
View Components ID;
View Satellites Owner;
View Interferences;
View Reference Axis;
Manifold Grid.
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3.1.6.1
Transparency
The 2D and 3D manifold interfaces may be configured to be visualized
in a closed view or a transparent view. By default, the block manifold
view is closed.
Figure 3-41: Transparent vs. Closed Views
There is 2 ways to change the transparency setting:
1.
By clicking on the “Transparency” tool button in the
“Manifold Layout” toolbar.
2.
Selecting the “Transparency” command in the “Manifold
Layout” menu.
Figure 3-42: Transparency Option
3.1.6.2
View Components
The 2D and 3D manifold interfaces may be configured to display only
the cavities portion of the components in transparent view. By default,
the complete components are displayed.
Figure 3-43: View of the Complete Components vs. the Cavities Only
There is 2 ways to change the “View Components” setting:
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1.
By clicking on the “View Components” tool button in the
“Manifold Layout” toolbar.
2.
Selecting the “View Components” command in the “Manifold
Layout” menu.
Figure 3-44: View Cavities Only Option
3.1.6.3
View Component’s ID
The 2D and 3D manifold interfaces may be configured to display/hide
the component’s IDs. By default, the component’s IDs are displayed.
There are 2 ways to change the “View Component’s ID” setting:
1.
By clicking on the “Show Component’s ID” tool button in the
“Manifold Layout” toolbar.
2.
Selecting the “View Components ID” command in the
“Manifold Layout” menu.
Figure 3-45: View Components ID Option
It is possible to configure the identifiers font by double clicking on
each of them. The identifiers can also be moved around by selecting
and dragging them.
3.1.6.4
View Satellites Owner
The 2D and 3D manifold interfaces may be configured to display/hide a
line going from the components to theirs identifiers. By default, the line
is not displayed. This is useful to easily figure which identifiers goes
with each components.
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Figure 3-46: Lines Showing the Owners of the IDs
To display/hide the lines select the “View Satellites Owner” command
in the “Manifold Layout” menu.
Figure 3-47: View Satellites Owner Option
Note: The reference lines will follow the corresponding IDs when they
are moved.
3.1.6.5
View Interferences
The 2D and 3D manifold interfaces may be configured to display/hide
the physical cavities interferences in red. By default, the interferences
are displayed.
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Figure 3-48: Components Interfering with Each Others
To change the “View Interferences” setting choose the “View
Interferences” command in the “Manifold Layout” menu.
Figure 3-49: View Interferences Option
3.1.6.6
View Reference Axis
The 2D and 3D manifold interfaces may be configured to display/hide
XYZ axis at the (0, 0, 0) coordinate. By default, the axis is not
displayed.
Figure 3-50: Reference Axis
There is two ways to display/hide the reference axis:
4.
By selecting the “View Reference Axis” command in the
“Manifold Layout” menu;
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Figure 3-51: View Reference Axis Command
5.
By right clicking on one of the manifold faces and
choosing “Display Reference Axis” in the context menu.
Figure 3-52: Display Reference Axis in the Context Menu
3.1.6.7
Manifold Grid
The grid properties can be configured for the 2D and 3D manifold
interfaces. The unit defined when the project has been created is used.
Figure 3-53: Manifold Layout Grid Properties Dialog Box
In the 3D interface you must be in “Flat” view to see the grid lines. To
rapidly go in “Flat” view, double click on the desired face.
Figure 3-54: 3D Front Face in Flat View
To open the “Manifold Grid Properties” dialog box select it in the
“Manifold Layout” menu.
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Figure 3-55: Manifold Grid Properties Command
Notes:
Do not forget to activate the “View Grid” option in the “Preferences”
menu to see the grid lines.
In the “3D Manifold Layout” interface, to see the isometric view after
activating the flat view, simply rotate the manifold by pressing on the
space bar and dragging the mouse in the main display.
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3.1.7 Manifold Components Configurations
Once a component has been inserted on a manifold face the user can
modify various parameters to their exact specifications. The following
configurations can be applied:
Set Other Component Dimension;
Set Component Location;
Rotate and Move Components;
Lock Component Position;
Restraint Component to Surface;
Counterboring;
We are also describing how to assign notes to a manifold face at the
end of this section.
3.1.7.1
Set Custom Component Dimension
Custom components are not HydraForce components, but it is possible
to position them on the manifold block. Custom components have
unknown dimensions and shapes, so you need to specify those
properties. To do this:
1.
Insert the custom component from the library to one of the
manifold face;
2.
Right click on it and choose “Set Dimensions…” from the
context menu;
Figure 3-56: 3D Set Dimensions from its Context Menu
3.
Select the envelop shape in the dialog box that opened;
4.
Enter the dimensions of the component.
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Figure 3-57: Custom Component Envelop Dimensions
Note: Cavities envelops shapes and sizes will be used to signal
interferences with other cavities or the manifold edges.
3.1.7.2
Set Component Location
Components can be moved in three different ways:
1.
By selecting a component and dragging it with the mouse on
any manifold face;
Note: The movement is restricted to one face if more then one
component is selected at a time.
2.
By selecting a component and using the keyboard arrows to
move it. The component movement is restricted to its current
face. This works only while in the orthogonal (2D) view;
3.
By right clicking on the component and choosing “Set
Location” in its context menu.
Figure 3-58: Set Location Command
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Then enter the X, Y, Z position coordinates in the dialog box
that opens. Those coordinates are relative to the origin point
showed by the reference axis. (See View Reference Axis
section for more details)
Figure 3-59: Set Location X, Y, Z Fields
Note: The coordinates must be on the same face where the
component is currently located. This is the reason why there is one
coordinate that cannot be edited.
3.1.7.3
Rotate a Component
Components and accessories can be rotated so the user can optimize the
block manifold space. To do this:
1.
Right click on the component to select it and display its
context menu.
2.
Choose the “Set Angle” command;
Figure 3-60: Set Angle Command
3.
Type in the desired angle in the “Component Angle” dialog
box that opens;
Figure 3-61: Component Angle Dialog Box
4.
Click on “OK”.
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The manifold layout views are immediately refreshed to display the
new angle of the modified component.
The “Flip Left” and “Flip Right” tools in the “Layout” toolbar can also
be used to quickly rotate the selected component by 45 or 90 degrees
counter-clockwise or clockwise. The angle used depends on the
selected component.
3.1.7.4
Lock Component Position
If a component position is a constraint for the block manifold design,
the user can lock the component position so that it cannot be moved or
displaced afterward.
There is three ways to lock the position of a component on the
manifold:
tool in the
1.
By using the “Lock Component Position”
“Manifold Layout” toolbar;
2.
By right clicking on a component and choosing “Lock
Position” in the context menu;
Figure 3-62: Lock Position Command
3.
By right clicking on a component and choosing the “Set
Location” in the context menu.
Then select the “Lock Location” radio button in the
“Constraint” area of the “Set Location” dialog box.
Figure 3-63: Lock Location Radio Button
Note: To unlock the component position choose the
“None” radio button in the “Constraint” area of the “Set
Location” dialog box.
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A green pin
is displayed over the component in the manifold views
to indicate that it cannot be relocated.
3.1.7.5
Restrain Component to Surface
If a component position is restricted to a face of the block manifold
design, the user can restrain the component position so that it cannot be
moved outside of the selected face.
There is several ways to restrain the position of a component on the
manifold:
1.
By using the “Restrain Component to Surface”
the “Manifold Layout” toolbar;
tool in
2.
By right clicking on a component and choosing the “Lock on
Current Face” in the context menu.
Figure 3-64: Lock on Current Face Command
3.
By right clicking on a component and choosing “Set
Location” in the context menu.
Then select the “Lock on Current Face” radio button to
activate the constraint.
The “Preferred Faces” choice is used only for documentation
purpose. The software will not restrain the component location
in this case. To do this, choose the “Preferred Faces” radio
button instead. Then add the preferred faces to the list going
from 1st to 6th.
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Figure 3-65: Preferred Faces Defined in Set Location Dialog Box
A blue pin
is displayed over the component in the manifold views
to indicate that it is restrained to the current face.
is displayed over the component to indicate that it is
A yellow pin
restrained to several faces.
3.1.7.6
Counterboring
After being placed on an orthogonal projection or on one of the
isometric view faces, a valve can be sank into a counterboring. To
create a counterboring:
1.
Right click on a component in a manifold layout interface;
2.
Choose “Counterboring” in its context menu;
Figure 3-66: Counterboring Command in the Context Menu
3.
Configure the depth and the diameter of the desired
counterboring for this component.
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Figure 3-67: Counterboring Dialog Box
Note: The minimum values are: Depth of 0.031 in. and Diameter of
1.188 in.
3.1.7.7
Assigning Notes to the Manifold Faces
Notes can be added to each face of the manifold block. To create a
note:
In orthogonal view (2D):
1.
Right click on the faces where you want to add the note;
2.
Select “Set Note” in the context menu;
Figure 3-68: Set Note Command in the Manifold Face Context Menu
3.
Type in the note;
Figure 3-69: Set Note Dialog Box
4.
Configure the desired text font by clicking on the “Font”
button.
A note is now displayed below the face.
In isometric view (3D):
1.
Double click on the face where the note must appear to
display it in flat mode;
2.
Repeat the same steps as in the 2D view.
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Figure 3-70: Note Added to the Manifold Front Face
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3.1.8 Manifold Dimensioning
When a new project is created, the manifold has predefined
dimensions. You can read the current extrusion size and length in the
status bar.
Figure 3-71: Extrusion Size and Length in the Status Bar
There are three ways to modify the block manifold size:
3.1.8.1
By dragging face edges;
By using the “Dimensions” dialog box;
With automatic shrinking.
Resizing by Dragging the Edges
Modification to the manifold dimensions can be done by dragging the
edges. Depending on the dragged edge the dimension change will be
done on the length or the extrusion. To do this:
1.
Choose 2D Manifold Layout in the project explorer
Or
Choose 3D Manifold Layout and double click on a face to
display it in “Flat mode”.
2.
Activate the resizing mode be clicking on the “Manifold
Dimensions” tool
in the “Manifold Layout” toolbar.
Selection boxes with handles will appear on the manifold
layout interface;
Figure 3-72: The Manifold Layout Interface in Resizing Mode
3.
Grab one of the handles, which are the little squares on the
selection lines around the faces, and drag it with the mouse.
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4.
Repeat dragging the edges until you obtain a size that fits your
need.
Notes:
An edge cannot be moved if it implies that a component position
becomes illegal.
When dragging a manifold edge, the extrusion will increase or decrease
to the next standard size.
3.1.8.2
Resizing trough the Dimensions Dialog Box
The manifold dimensions can be modified from the “Dimensions”
dialog box by choosing “Manifold Layout” “Set Manifold
Dimensions…” in the menu.
Figure 3-73: Set Manifold Dimensions…
This opens the “Manifold Dimension” dialog box that permits to resize
precisely the extrusion and the length of the manifold block.
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Figure 3-74: The “Manifold Dimensions” Dialog Box
To resize the extrusion:
1.
Select the desired “Extrusion Size” from the predefined list;
2.
Select the direction in which resizing should be done by
checking the corresponding boxes;
If two opposed extrusion checkboxes are selected, then
resizing is done symmetrically in the two directions. Else it
will only be done in the checked direction.
If two opposite directions are unchecked, the “Extrusion Size”
pull-down list will only show choices using the current
dimension for this side.
Note: The available extrusion sizes in the pull-down list depend on the
components envelop inserted in the manifold block.
To change the manifold length:
1.
Enter the desired value in the “Length” field;
2.
Select the direction in which resizing should be done by
checking the corresponding “Length” boxes;
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If both extrusion checkboxes are selected, then resizing is
done symmetrically in the two directions, else it will only be
done in the checked direction.
Note: The minimum length permitted, displayed at the right of the
“Length” field, depends on the components envelop inserted in the
manifold block.
3.1.8.3
Automatic Block Shrinking
The “Automatic Block Shrinking” function permits to automatically
find the minimum extrusion and length size by closing each manifold
faces from each other until cavities envelop interferences are detected.
To shrink the manifold dimensions automatically, you need to click on
the “Automatic Block Shrinking” tool in the “Manifold Layout”
toolbar.
3.1.9 Parts List Interface
The parts list interface is a simple BOM of the current design. It
displays the information of the components that have been inserted and
configured in the design interface.
This list can be copied and pasted into any Microsoft compatible
spreadsheet application.
Figure 3-75: Parts List Interface
All of the information found in the parts list interface is defined in the
“Component Properties” dialog box.
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3.2 Creating a “Price Components” Project
The “Price Components Project” is like a shopping cart. It allows the
user to specify components individually for reasons like getting
replacements or spare parts.
3.2.1 Project Parameters Interface
In the case of a “Price Components Project” the sections “HF Use
Only”, drawing formats and “Technical Parameters” are removed. The
properties: “PPAP Level”, “Estimated Annual Usage”, “Prototype Qty”
and “P.O #” are not used and thus are grayed out.
All the active fields are the same as in a “Price Manifold Project”.
A new field is added in this case, which is the “Discount Level”. This
field allows the user to enter a global discount on all the listed
components. This discount level can be overwritten for every
component in the “Price Components” interface. (See next section
3.2.2).
Figure 3-76 Project Parameters Interface
3.2.2 Price Components Interface
The “Price Components” interface is a table with 9 columns: Item,
Model Code, Description, Flow, Operating Pressure, Configured Price,
Discount %, Quantity and Total. To add a new part to the list:
1.
Search the desired component in the “Library”;
Note: The “Library” of a “Price Components Project” is
different from the standard one. It contains a different list
of components.
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2.
Drag the component from the “Library” into the
spreadsheet. Consequently, the sheet will add a row for
that part;
A component that is not fully configured will have its
characteristics displayed in red;
3.
Double click on a row in the spreadsheet to open the
“Component Properties” dialog box that permit to modify
the component options;
4.
Adjust the discount percentage and the desired quantities
by clicking in those fields in the spreadsheet and by
typing the correct numbers.
The line total is automatically adjusted and the total price
list is displayed at the bottom of the interface
Note: The default values in the “Discount %” column are
equal to the value in the “Discount Level” of the “Project
Parameters” interface. If the value of the “Discount
Level” in the “Project Parameters” interface is modified,
the “Discount %” column in the spreadsheet will be
updated accordingly. A message will alert the user that he
will loose the previous modifications he made.
Figure 3-77: Price Components Interface
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3.3 Revision History
The “Revision History” dialog box is used to track the changes made
on the manifold design project.
In this section we will:
1.
Describe how to access the “Revision History” dialog box;
2.
List the fields available;
3.
See how to create and view revisions.
3.3.1 Accessing the Revision History
There is several ways to access this dialog box:
1.
Through the “Revision” command in the “File” menu;
Figure 3-78: Revision in the File Menu
2.
By clicking on the “Open the Revision Dialog”
“File” toolbar;
tool in the
3.
By right clicking in the project name in the “Project Explorer”
window and selecting “Revision” in the context menu;
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Figure 3-79: Revision in the Project Explorer Context Menu
4.
By clicking on the “Revision” button in the “Project
Parameters” interface;
Figure 3-80: Revision Button in the Project Parameters Interface
5.
When the project is saved the “Revision History” dialog box
will automatically open if the “Prompt for Revision History”
box is checked in the “Preferences” “Options” dialog box.
Figure 3-81: Prompt for Revision History Checkbox in the Options
3.3.2 Revision History Dialog Box
The “Revision History” dialog box is there to provide a means to
describe and document the various changes and evolutions made to the
project. It is composed of the following:
•
Created field: Automatically populated by the time and date it was
when the user first opened the software.
•
Modified field: Automatically populated by the last save date and
time.
•
Revision selection list: Will display all of the revisions that have
been created and documented. A user needs to select the revision
to see its description and comments. This field automatically starts
at one and then increments by one each time new revision button is
clicked.
•
Revision comment field: Open field that permits the user to input
the information for a specific revision.
•
Revised by field: Open field that permits the user to input the
information for a specific revision.
•
Date field: This field is automatically populated with the time and
the date when the user first entered the revision history menu. This
field remains an open field, so a user can change it if needed.
•
Verified by field: Open field that permits the user to input the
information for a specific revision.
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•
Date field: Open field that permits the user to input the information
for a specific revision.
•
Approved by field: Open field that permits the user to input the
information for a specific revision.
•
Date field: Open field that permits the user to input the information
for a specific revision.
•
Create new revision button: Permits the user to create a new
revision. This button increments the revision number by one. It can
only be used when someone puts his name in the “Revised by”
field.
Note: The revision given in i-Design is not directly correlated to the
design revision given on by the HydraForce engineering drawing of the
manifold assembly.
Figure 3-82: Revision History Dialog Box
3.3.3 Revision History Interface – Creating Revisions
3.3.3.1 Revision History Interface – Creating a First Revision
To create a first revision:
1.
Input all of the information needed for the revision in the
corresponding fields;
2.
Click on the OK button.
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3.3.3.2 Revision History Interface – Creating a New Revision
To create a new revision:
1.
Click on the “New Revision” button.
The revision field number will increase by one. This is
considered as the identifier for the new revision.
2.
Input all the information needed for the revision
description in the corresponding fields.
Figure 3-83: Creation of a New Revision
3.3.3.3 Revision History Interface – Viewing a Revision
To view a revision and its description:
1.
Select the correct revision number from the pull down
“Revision” list.
3.4 Freezing the Prices of a Manifold Project
Prices for components belonging to a project can be locked by the user.
Once locked, prices are stored in the project. Changing the price list file
has no effect.
To freeze the prices of the manifold block in a project, the user has to
click on the “Freeze Price” tool in the “File” toolbar.
Figure 3-84: Freeze Price Tool in the File Toolbar
There is only one way to unfreeze the price again. It is to save the
project under a new file name.
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3.5 Pricing Wizard
The “Pricing Wizard” option gives you the ability to view the current
price of their manifold without having to generate a Combination Valve
Project Worksheet pricing report. This option is only available to those
with access to the HydraForce Pricelist update.
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3.6 Software Options
Software options permit to customize some parameters globally in the
application. The options include:
1.
Title Block:
o
Company name;
o
The disclaimer that appear in the title block;
o
The option to activate globally the title blocks
insertion. It is checked by default;
o
“Apply to Current Diagram” changes done on
the company name and disclaimer fields.
2.
Settings:
3.
Units used trough out the application: Imperial
or Metric. It cannot be modified for after a
project has been created.
Price List Registration:
o
o
o
o
4.
Price List Name;
Price List Key;
Price List Version.
In order to get prices for your components, you need to
fill in the Price List Name and Key fields. To get this
information, please contact HydraForce.
Miscellaneous:
o
Prompt for revision history when saving a
project. It is checked by default;
o
Prompt for component delete;
o
Show tip message to convert 3D environment. If
checked, a message will be displayed when a
project saved with the previous version of iDesign is opened. It is checked by default;
Component Version description.
o
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Figure 3-85: Software Options
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3.7 Best Practices for Cost Effective Design
The following guidelines should be considered during manifold design
to ensure you receive the most cost effective manifold assembly.
3.7.1
General Design Considerations
1. All designs are subject to change in size shape and layout at the
desecration of the designer. The 3D design tool in i-Design is for
the sole purpose to give the user an estimate of what the design
might look like.
2. When valves, ports and mounting holes are placed on the manifold
surface portions of the components may turn red. This is to indicate
that the components are too close together. To visualize a manifold
that most likely can be realized in an actual design, move the
components and expand the block size until none of the elements
are red.
3. Open Design; it is best to leave the design open to the discretion of
the manifold designer. The valves and ports can be placed on the
various surfaces to get an idea of the overall manifold size.
However, if these elements are not specifically constrained the
designer will assume the design is open. In general the designer
does try to limit the number of surfaces where ports and valves are
place. The designer does try to group the work ports in a logical
order. For example, the A and B port for a given directional control
will typically be on the same surface. At least one surface will be
free of valves or valves protruding from the surface so that this
surface can serve as the mounting surface. The open design is
denoted by a note on the Project Parameter page under Technical
Parameters.
4. Constraints; if the machine design dictates that some of the valves
or ports must be on a given surface clearly mark these components
as such. The constraint can be applied be right clicking on the valve
or port while in the 2D or 3D layout screens and then selecting set
location. The constrained design is denoted by a note on the Project
Parameter page under Technical Parameters.
o It is recommended that the user does not constrain
all valves and ports. This may force the size of
the manifold to be objectionably large or the
designer may not be able to accommodate the
request. In general do not constrain valves that do
not have coils or adjustments, for example CV’s,
EC’s and PD’s.
5. Manifold surface names: The manifold surface names may have no
relation to how a manifold is installed in a machine. These names
were placed on the surface to facilitate discussion between HF sales
and engineering as well as with our customer.
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6. Size of manifold body:
a. The left and right face of the body is limited by standard
material sizes available to HF. The length of the manifold
increments by 0.5 inch, or 10 mm.
b. Once components have been placed the overall size of
the manifold can be reduced by selecting the Fit Block to
Components icon. If space still remains between
components these can be moved closer and the icon
selected again.
3.7.2
Valve Placement Suggestions
1. Five and six ported solenoid operated valves: We
recommend that these valves be placed on the top surface.
2. Five and six ported PD’s and PE’s: We recommend that
these valves be placed on the left or right surface. After
these valves are placed the valve that controls the pilot
pressure to the pilot of these valves can then be placed on a
surface that is perpendicular to the left or right face. It is
suggested that this pilot valve be located near the pilot port.
3. Valves with manual adjustments: These valves can be placed
on any surface that is convenient for accessing these
adjustments when the manifold is installed in the machine.
4. Non-adjustable valves: Non-adjustable valves can be placed
on any surface.
3.7.3
Port Placement Suggestions
1. We recommend placing the work ports after placing the associated
valve. These ports normally are placed on the surface perpendicular
to the valve cavity axis. The exception could be that the port related
to the valve port 1 can be placed in line with the cavity axis.
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HydraForce i-Design User's Manual
Manifold Mounting Holes and Mounting Surface
1. Mounting surface: Remember during the valve and port placement
that at least one surface will be required to mount the manifold. It is
recommended that no ports be place on this surface. Low profile,
non-adjustable valves can be placed on this surface. The cavity and
valve can be counter sunk below the surface using the counter bore
tool.
2. Mounting holes: After the valves and ports have been placed and
the manifold size has been minimized the mounting holes can be
placed.
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4 Documentation
4.1 Introduction
The report is the main objective of i-Design application. It permits to
communicate to HydraForce all the information required to build your
manifold block. It includes: the components list, placement,
configuration, the manifold parameters and the costs.
Note: If no pricing appears in the report, contact HydraForce to get the
most recent price list and its key. The price list file needs to be copied
in i-Design root folder. The price list file name and key information
must be entered in the “Preferences” “Options” dialog box.
4.2 Generating the report
To generate the report:
1.
Click on the “Generate Report”
toolbar or
tool in the “File”
2.
Choose “Generate Report” from the “File” menu.
Figure 4-1: Generate Report in the File Menu
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The report is created in HTML format on the local computer. HTML
can be imported to Microsoft Word® or any other text or HTML
editing application.
Note: Turn off the grid prior to generating the report. It is difficult to
view the schematic in the printed form when the grid is on.
4.2.1 Saving the report
When the report is generated, click on the HTML viewer “File” menu
then use the “Save As…” command. This is a standard Windows
function.
Notes:
Due to various versions of Microsoft Explorer® it is recommended to
save the file in .PDF format. There are several free PDF writers
available on the Web.
The report may become corrupted if several reports are opened in one
session.
4.2.2 Printing
When the report is generated and opened in an HTML viewer
application, click on the “File” menu then use the “Print” command.
This is a standard Windows function.
4.2.3 Working with the Report
To insert the report into a Microsoft type application:
1.
With the report opened in the browser window, right click
in the window and use the “Select All” command;
Or
Use the CTRL+A keys to select everything in the report;
The text and images in the report become highlighted to
show that they are selected.
2.
Select the “Copy” command from the “Edit” menu;
Or
Use the CTRL+C keys to send all of the information to
the clipboard.
3.
Open the desired application;
4.
Select the “Paste” command;
Or
Use the CTRL+V keys to paste the information in the
targeted application.
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4.2.4 Report Contents
The report contents will vary depending on the design. Essentially, the
following information is included in the report:
•
Section 1: Project information sheet;
•
Section 2: Technical information;
•
Section 3: Manifold layout in orthogonal view (2D);
•
Section 4: Manifold layout in isometric view (3D);
•
Section 5: Bill of material and pricing;
•
Section 6: Manifold summary information;
•
Section 7: Net adder components;
•
Section 8: Placement constraints;
•
Section 9: Revision history;
•
Section 10: Warnings and revision history page;
•
Section 11: Disclaimer and hydraulic diagram.
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5 Index
2D Manifold Layout, 2-10, 3-36
3D Conversion, 2-21
3D Manifold Layout, 2-10
Automatic Manifold Block Resizing, 3-58
Automation Studio Format, 2-18
Axis, 3-44
Buried Component
Trough a Cavity, 3-34
Trough a Line End, 3-33
Trough a Port, 3-33
Catalog Information, 3-23
Cavities Only View, 3-41
Cavity, 3-22
Closing, 2-9
Coil Voltage, 3-4
Color, 3-17
Colors Selection, 3-18
Component
Buried, 3-32
Copy, 3-12
Counterboring, 3-52
Custom, 3-24, 3-32
Cut, 3-12
Delete, 3-12
Dimensions, 3-47
Flip, 3-14
Identifier, 3-22
Location, 3-48
Lock Position, 3-50
Model, 3-20
Move, 3-14
Multiple Select, 3-11
Net Adder, 3-25
Paste, 3-13
Properties, 3-19
Rapid Copy/Paste, 3-13
Restrain to Surface, 3-51
Rotate, 3-13, 3-49
Select, 3-11
Snap, 3-9
Components Configurations, 3-47
Connect Components, 3-27
Contents, 1-1
Context Menus, 3-15
Converting to 3D, 2-21
Copy, 3-12
Copy/Paste, 3-13
Counterboring, 3-52
Creating a Revision, 3-63
Current Page Setup, 3-7
Custom Components, 3-24
Cut, 3-12
Default Page Setup, 3-7
Delete, 3-12
Diagram Editor, 3-4, 3-6
Dimension Line, 3-18
Displayed Information, 3-22
Drain Line, 3-28
Drawing Surface, 3-6
DXF Format, 2-17
Ellipse, 3-15
Export
3D Components to a Folder, 2-19
Automation Studio, 2-18
DXF, 2-17
XML 3D, 2-20
File
Create, 2-12
New, 2-12
Open, 2-12
Save, 2-14
Save As…, 2-15
Flip, 3-14
Freezing Prices, 3-64
General Information, 3-2
Graphic Elements, 3-15
Grid, 3-7
Activating, 3-9
Manifold, 3-45
Header Section, 2-1
Import from XML, 2-20
Inserting Components, 3-11
Interface
2D Manifold Layout, 3-36
Component Properties, 3-19
Header Section, 2-1
5-1
HYDRAFORCE
Main Display, 2-1
Navigation Pane, 2-1
Parts List, 3-58
Price Components, 3-59
Price Components Project Parameters, 3-59
Project Parameters, 3-1
System Design, 3-4
Interferences, 3-43
Kv Factor, 3-29
Library Explorer, 3-5
Line, 3-15
Cross Settings, 3-28
Information, 3-29
Jump, 3-28
Thickness, 3-18
Visual Parameters, 3-28
Line Types
Definition, 3-28
Drain, 3-28
Normal, 3-28
Pilot, 3-28
Link
Create, 3-27
Modify, 3-27
Lock Component Position, 3-50
Main Design Interface, 3-4
Main Display, 2-1, 2-10
Main Interface, 2-1
Manifold
Automatic Shrinking, 3-58
Border, 3-30
Component Library, 3-37
Components, 3-38
Dimensioning, 3-55
Edges Resizing, 3-55
Grid, 3-45
Notes, 3-53
Ports, 3-31, 3-37
Resizing Dialog Box, 3-56
Views, 3-40
Manifold Component
Inserting, 3-39
Managing, 3-39
Manifold Layout
2D, 3-36
Editor, 3-39
Interfaces, 3-36
Manual Overrides, 3-22
Menu
Contents, 2-3
Edit, 2-3
File, 2-3
Help, 2-3
Manifold Layout, 2-3
Options, 2-3
Preferences, 2-3
Menus, 2-3
HydraForce i-Design User's Manual
Model Code Configuration, 3-21
Modifying Text Attributes, 3-16
Mounting Holes, 3-38
Defining, 3-40
Inserting, 3-40
Move, 3-14
Multiple File Management, 2-9
Navigation Pane, 2-1
Net Adder, 3-25
New File, 2-12
Normal Line, 3-28
Notes, 3-53
Open File, 2-12
Open v2.0 File, 2-13
Options, 3-65, 3-66
Grid, 2-5
Help, 2-5
Orifice Disks, 3-31
Orifice Plugs, 3-32
Orthogonal Manifold Layout Interface, 3-36
Other Component Envelop, 3-47
Other Components, 3-32
Pan, 3-10
Parts Library, 3-4
Parts List, 3-58
Paste, 3-13
Picture, 3-16
Pilot Line, 3-28
Ports, 3-31
Deleting, 3-39
Inserting, 3-39
Managing, 3-39
Manifold, 3-31
Price Components Interface, 3-59
Price Components Project Parameters Interface, 3-59
Prices Freezing, 3-64
Pricing Wizard, 3-65
Print, 2-16
Print Preview, 2-16
Project Parameters, 2-10
Price a Manifold, 3-1
Price Components, 3-59
Rectangle, 3-15
Reference Axis, 3-44
Renaming, 2-9
Report
Contents, 4-73
Generating, 4-71
Importing, 4-72
Resizing
Dialog Box, 3-56
Dragging the Edges, 3-55
Manifold Automatically, 3-58
Restrain to Surface, 3-51
Revision
Creating, 3-64
History, 2-9
5-2
HYDRAFORCE
Rotate, 3-13
Rotate a Component, 3-49
Satellite Owner Lines, 3-42
Save File, 2-14
Save v2.0 File, 2-15, 2-18, 2-19, 2-20
Saving, 2-9
Screens, 3-22
Seal Type, 3-4
Search in Library, 3-5
Set Location, 3-48
Snap, 3-9
Software Options, 3-65, 3-66
System Boundary, 3-30
System Design, 2-10
System Design Interface, 3-4
Technical Parameters, 3-3
Text Box, 3-16
Toolbar
Edit, 2-6
File, 2-5
Insert, 2-7
Layout, 2-7
HydraForce i-Design User's Manual
Manifold Layout, 2-7
View, 2-6
Transparency, 3-41
View
Cavities Only, 3-41
Component Properties, 3-15
Component’s ID, 3-42
Connection Port, 3-19
Interferences, 3-43
Manifold Grid, 3-45
Port Names, 3-19
Reference Axis, 3-44
Revision, 3-64
Satellite Owner, 3-42
Transparency, 3-41
Warning Messages, 2-10
XML 3D Export, 2-20
XML 3D Import, 2-20
Zoom, 3-7, 3-9
Zoom-all, 3-10
Zoom-in, 3-9
Zoom-out, 3-9
5-3