Create a hole template

Create a hole template in the Template Library to define machining operations for specific hole geometries.

1. On the Manufacture workspace toolbar, on any tab, click Manage > Template Library.

   The Template Library dialog opens.

2. In the Template Library, click Local under My Templates section.

3. Click Create new to create a New hole template or New hole template from selection.

   • New hole template - creates a hole template without any predefined geometry.

   • New hole template from selection - creates a hole template based on the selected hole on the canvas.

     The Create Hole Template dialog opens.

4. In the General tab, specify Display color, Matching tolerance, and Template priority.

   • Display color - color you select here is used to visually distinguish the hole template on the canvas in Hole Recognition, making it easier to identify during machining operations.
   • Matching tolerance - this tolerance is used to check whether the template's signature matches a hole on the model, rather than being used for machining.
   • Template priority - this priority is used when multiple templates match a hole. Use it to give a more specific template a higher priority and other general templates a lower priority.

5. In the Signature tab, define each segment of the hole by specifying parameters such as diameter, segment height, thread type, and other relevant attributes. The dimensions of a segment can be set to be specific, within a given range or size.

6. In the Operations tab, define the machining operations that are applied to each segment of the hole. This allows for a comprehensive setup of the hole machining process.

   1. Click Create new operation in the top-right corner and select an operation type (for example, Drill).

   2. Configure each operation as needed. For Tool tab options—including manual tool choice, Search criteria, optional search fields, and fallback Drill chains when collisions block the primary tool—see Configure hole template operations.

7. Click Save.

   The new hole template is now available in the Template Library and can be used in Hole Recognition strategy.