Thread Notes
A thread note is a text string that is attached to a Hole feature as a regular feature note. See more details about notes in About Model Notes in the links below.
Thread notes provide information about the standard hole features in the model. You can choose whether to create the thread note or not, when you create or edit the definition of a standard hole.
When the Hole tab is open, click the Note tab. Check the Add a note check box to create the thread note.
You can edit the thread note after the Hole feature is created:
1. Perform one of the following actions:
In the graphics window, select the note.
In the Model Tree, expand the Hole feature, and select the note.
* 
You might need to set the Model Tree filters to display the note. In the Model Tree pane, click > Tree Filters, and under Display, select the Annotations check box.
The Format tab opens.
2. Click Text Editor. The Text Editor dialog box opens.
3. Edit the note text.
4. Click OK to complete the note. Click the graphics window to deselect the note.
Thread notes can include plain text, symbols and values from the Hole feature and the hole chart.
Examples:
Note text(not case sensitive)
Note display
&&DIAMETER &VAR_DEPTH&DRILL_DEPTH
Profile: &STD_HOLE_TYPE
Series: &THREAD_SERIES
Size: &FASTENER_ID
Class: &THREAD_CLASS
User Parameter: &USER_PARAM
To include values directly from the hole chart, use the name of the column from the chart, preceded by ampersand sign. In the example above:
The string &THREAD_SERIES in the note text displays the word UNC.
The string &USER_PARAM displays the word User_value.
These words are taken from the hole chart. USER_PARAM is an example of a user-defined column that does not appear in the system-provided hole charts.
To include values from the Hole feature or symbols, use tokens. In the examples above:
The token &VAR_DEPTH in the note text displays the symbol .
The token &STD_HOLE_TYPE displays the word TAP.
Additional examples are shown in the section Setting the Thread Note Format in the Hole Chart File.
The following table lists the tokens that display text or number values.
Token
Displayed value
&BOTCSINK_ANGLE
Exit countersink angle
&BOTCSINK_DIAM
Exit countersink diameter
&CBORE_DEPTH
Counterbore depth
&CBORE_DIAMETER
Counterbore diameter
&CSINK_ANGLE
Countersink angle
&CSINK_DIAMETER
Countersink diameter
&DIAMETER
Drill diameter
&DRILL_DEPTH
Drill depth for tapped, tapered, or drilled holes of blind depth
THRU for all other holes
&DRILL_DIAMETER
Drill diameter
&DRILL_POINT_ANGLE
Drill tip angle
&METRIC
YES for models that use metric units
NO for models that do not use metric units
&METRIC_SIZE
Screw size
&NUMBER_SIZE
Name of drill size
&PATTERN_NO
Number of hole instances
&PITCH
Pitch for threaded holes
0.0 for non-threaded holes
&SCREW_SIZE
Screw size
&STD_HOLE_TYPE
TAP, TAPERED, DRILL, or CLEAR
&STRAIGHT_DIAMETER
Diameter of straight drill
&STRAIGHT_DRILL_DEPTH
Depth of straight drill
&THREAD_CLASS
Tolerance class of the hole
&THREAD_DEPTH
Blind depth of the threaded part of the hole
THRU for all other holes
&THREAD_DIAMETER
MAJOR_DIAM_START for tapered holes
Thread diameter for tapped holes
&THREAD_LENGTH
Thread length
THRU for non-variable threaded hole
&THREAD_NAME
Name of the hole chart
&THREAD_SERIES
Name of the hole thread series (ISO, UNC, UNF, NPT, NPTF, or ISO_7-1)
&THREADS_PER_INCH
Threads per inch for threaded holes
0.0 for non-threaded holes
&VAR_DEPTH
Down arrow symbol for blind depth holes
&VAR_THREAD
Down arrow symbol for blind thread holes
The following table lists tokens that are relevant when multiple holes are created, either by pattern or by sketched-placed hole. These tokens evaluate only when there are two holes or more, otherwise they are not shown in the thread note.
Token of pattern
Displayed value
HOLE_INSTANCE_COUNT
Number of hole instances
HOLE_INSTANCE_HYPHEN_SYMBOL
The symbol -
HOLE_INSTANCE_LABEL
The word HOLES
HOLE_INSTANCE_LEFT_BRACKET
The symbol (
HOLE_INSTANCE_RIGHT_BRACKET
The symbol )
HOLE_INSTANCE_SPACE
A space
HOLE_INSTANCE_X_SYMBOL
The symbol X
You can discard your changes and return to the predefined thread note format:
1. In the Model Tree, select the Hole feature, and click Edit Definition. The Hole tab opens.
2. Click the Note tab.
3. Click Reset.
To reset the hole note format whenever you edit the definition of a hole, you can set the reset_hole_note_at_edit configuration option to yes.
Setting the Thread Note Format in the Hole Chart File
You can set the thread note format for all the Hole features that are created with the same hole chart, for example, all UNC holes.
In your user-defined hole chart, use the CALLOUT_FORMAT field to set the thread note format. For information about creating a user-defined hole chart, see Hole Charts.
Since a hole chart is a plain text file, you cannot use graphic symbols in it. To add symbols to the thread note definition in the hole chart, use tokens that display as symbols.
The tokens you use depend on whether the symbol_font setting of the model is set to legacy, or to another symbol font.
1. To view the symbol_font setting:
a. Click File > Prepare > Model Properties. The Model Properties window opens.
b. Under Detailing, next to Detail Options, click change. The Options window opens.
c. Scroll to symbol_font and view the setting. The symbol font setting is either legacy or another setting.
2. To correctly display the symbols, perform one of the following actions, depending on the symbol_font setting:
Legacy—Use the tokens listed in the first column of the following table.
Not legacy:
1. Perform one of the following actions:
Use the tokens listed in the second column of the following table.
Copy the Unicode symbols from an external source into the .hol file.
2. Set the encoding of the .hol file to UTF-8 with a byte order mark (BOM).
For example, in Notepad++, select Encoding>Encode in UTF-8-BOM.
Token for legacy symbols
Token for non-legacy symbols
Displayed symbol
/
/
Line break
<ctrl-a>#<ctrl-b>
U+00B1
± (plus-minus)
<ctrl-a>$<ctrl-b>
U+00B0
º (degree)
<ctrl-a>j<ctrl-b>
U+2316
(position)
<ctrl-a>l<ctrl-b>
U+27C2
(perpendicular)
<ctrl-a>n<ctrl-b>
U+2300
(diameter)
<ctrl-a>r<ctrl-b>
U+25CE
(concentric)
<ctrl-a>v<ctrl-b>
U+2334
(counterbore)
<ctrl-a>w<ctrl-b>
U+2335
(countersink)
<ctrl-a>x<ctrl-b>
U+2187
(depth)
<ctrl-a>y<ctrl-b>
U+2332
(taper)
If you add a character or symbol immediately after a hole note token, without a space between the token and the character or symbol, the token value might not be shown. To display the token value:
If you do not need a space between the token and the character or symbol:
Put the token inside {} curly parentheses, to look like this:
{0:&HOLE_NOTE_TOKEN}
The zero (0) represents the token number.
If you need a space between the token and the character or symbol:
Add a space after the token, to look like this:
token, space, character or symbol
Setting Thread Note Format Based on Hole Feature Characteristics
You can set a thread note format that is dependent upon the hole characteristics. Add a DEFAULT_CALLOUT_FORMAT_DATA table at the bottom of the hole chart file, below the THREAD_DATA table. Each row of the DEFAULT_CALLOUT_FORMAT_DATA table represents a combination of characteristics that a hole could have, and the note format that would be displayed for that combination.
The format is set by the first row that matches the hole definition. If no match is found, the thread note format will be set by the general CALLOUT_FORMAT field in the hole chart file. If this field is empty, the system default will be used. The columns HOLE_TYPE, THREAD, DRILLED_DEPTH, THREAD_DEPTH, CSINK, CBORE, EXIT_CSINK, and STRAIGHT_DRILLED_DEPTH (in tapered holes) are used for defining the typical combination.
The table must include all the columns. To set a thread note format that matches all the possible options of a characteristic, use the value NA (not applicable) in that column.
The possible values in each column are listed in the table:
Column
Value
HOLE_TYPE
TAPPED—Straight tapped hole
DRILLED—Straight drilled hole
CLEARANCE—Straight clearance hole
TAPERED—Tapered hole
THREAD
YES—Hole has threading
NO—Hole does not have threading
DRILLED_DEPTH
VAR—Drill depth option is Blind
TO_SEL—Drill depth option is To Reference
THRU_NEXT—Drill depth option is To Next
THRU_UNTIL—Drill depth option is Through Until
THRU_ALL—Drill depth option is Through All
STRAIGHT_DRILL_DEPTH
The straight drilled hole depth in standard tapered holes.
VAR—Straight drill depth option is Blind
TO_SEL—Straight drill depth option is To Reference
THRU_NEXT—Straight drill depth option is To Next
THRU_UNTIL—Straight drill depth option is Through Until
THRU_ALL—Straight drill depth option is Through All
NONE—Straight drill depth option is None
THREAD_DEPTH
VAR—Thread depth option is Blind
TO_SEL—Thread depth option is To Reference
THRU—Thread depth option is Through Thread
CSINK
YESCountersink option is selected
NOCountersink option is not selected
CBORE
YESCounterbore option is selected
NOCounterbore option is not selected
EXIT_CSINK
YESExit Countersink option is selected
NOExit Countersink option is not selected
For example, the following table will customize the thread notes of clearance holes:
DEFAULT_CALLOUT_FORMAT_DATA
HOLE_TYPE THREAD DRILLED_DEPTH THREAD_DEPTH CSINK CBORE EXIT_CSINK CALLOUT_FORMAT
CLEARANCE NA NA NA NO NO NA UNC &SCREW_SIZE Clearance
CLEARANCE NA NA NA YES NO NA UNC &SCREW_SIZE Clearance/<CTRL-A>w<CTRL-B><CTRL-A>n<CTRL-B>&CSINKDIAM x &CSINKANGLE[.0]<CTRL-A>$<CTRL-B>
CLEARANCE NA NA NA NO YES NA UNC &SCREW_SIZE Clearance/<CTRL-A>v<CTRL-B><CTRL-A>n<CTRL-B>&CBOREDIAM<CTRL-A>x<CTRL-B>&CBOREDEPTH
The following tables list all the possible combinations, with additional examples of thread note formats.
DEFAULT_CALLOUT_FORMAT_DATA for Tapped Holes
HOLE_TYPE
THREAD
DRILLED_DEPTH
THREAD_DEPTH
CSINK
CBORE
EXIT_CSINK
CALLOUT_FORMAT
Preview
TAPPED
YES
VAR
VAR
NO
NO
NO
&FASTENER_ID &THREAD_CLASS/<CTRL-a>x<CTRL-b>&THREAD_DEPTH
TAPPED
YES
VAR
VAR
YES
NO
NO
TAPPED
YES
VAR
VAR
YES
YES
NO
TAPPED
YES
VAR
VAR
NO
YES
NO
TAPPED
YES
VAR
THRU
NO
NO
NO
TAPPED
YES
VAR
THRU
YES
NO
NO
TAPPED
YES
VAR
THRU
YES
YES
NO
TAPPED
YES
VAR
THRU
NO
YES
NO
TAPPED
YES
VAR
TO_SEL
NO
NO
NO
TAPPED
YES
VAR
TO_SEL
YES
NO
NO
TAPPED
YES
VAR
TO_SEL
YES
YES
NO
TAPPED
YES
VAR
TO_SEL
NO
YES
NO
TAPPED
YES
TO_SEL
VAR
NO
NO
NO
TAPPED
YES
TO_SEL
VAR
YES
NO
NO
TAPPED
YES
TO_SEL
VAR
YES
YES
NO
TAPPED
YES
TO_SEL
VAR
NO
YES
NO
TAPPED
YES
TO_SEL
THRU
NO
NO
NO
TAPPED
YES
TO_SEL
THRU
YES
NO
NO
TAPPED
YES
TO_SEL
THRU
YES
YES
NO
TAPPED
YES
TO_SEL
THRU
NO
YES
NO
TAPPED
YES
TO_SEL
TO_SEL
NO
NO
NO
TAPPED
YES
TO_SEL
TO_SEL
YES
NO
NO
TAPPED
YES
TO_SEL
TO_SEL
YES
YES
NO
TAPPED
YES
TO_SEL
TO_SEL
NO
YES
NO
TAPPED
YES
THRU_NEXT
VAR
NO
NO
NO
TAPPED
YES
THRU_NEXT
VAR
YES
NO
NO
TAPPED
YES
THRU_NEXT
VAR
YES
YES
NO
TAPPED
YES
THRU_NEXT
VAR
NO
YES
NO
TAPPED
YES
THRU_NEXT
THRU
NO
NO
NO
TAPPED
YES
THRU_NEXT
THRU
YES
NO
NO
TAPPED
YES
THRU_NEXT
THRU
YES
YES
NO
TAPPED
YES
THRU_NEXT
THRU
NO
YES
NO
TAPPED
YES
THRU_NEXT
TO_SEL
NO
NO
NO
TAPPED
YES
THRU_NEXT
TO_SEL
YES
NO
NO
TAPPED
YES
THRU_NEXT
TO_SEL
YES
YES
NO
TAPPED
YES
THRU_NEXT
TO_SEL
NO
YES
NO
TAPPED
YES
THRU_UNTIL
VAR
NO
NO
NO
TAPPED
YES
THRU_UNTIL
VAR
YES
NO
NO
TAPPED
YES
THRU_UNTIL
VAR
YES
YES
NO
TAPPED
YES
THRU_UNTIL
VAR
NO
YES
NO
TAPPED
YES
THRU_UNTIL
THRU
NO
NO
NO
TAPPED
YES
THRU_UNTIL
THRU
YES
NO
NO
TAPPED
YES
THRU_UNTIL
THRU
YES
YES
NO
TAPPED
YES
THRU_UNTIL
THRU
NO
YES
NO
TAPPED
YES
THRU_UNTIL
TO_SEL
NO
NO
NO
TAPPED
YES
THRU_UNTIL
TO_SEL
YES
NO
NO
TAPPED
YES
THRU_UNTIL
TO_SEL
YES
YES
NO
TAPPED
YES
THRU_UNTIL
TO_SEL
NO
YES
NO
TAPPED
YES
THRU_ALL
VAR
NO
NO
NO
TAP &FASTENER_ID <CTRL-A>x<CTRL-B> &THREAD_DEPTH / TAP DRILL THRU
TAPPED
YES
THRU_ALL
VAR
YES
NO
NO
TAPPED
YES
THRU_ALL
VAR
YES
YES
NO
TAPPED
YES
THRU_ALL
VAR
YES
NO
YES
TAPPED
YES
THRU_ALL
VAR
YES
YES
YES
TAPPED
YES
THRU_ALL
VAR
NO
YES
NO
TAPPED
YES
THRU_ALL
VAR
NO
YES
YES
TAPPED
YES
THRU_ALL
VAR
NO
NO
YES
TAPPED
YES
THRU_ALL
THRU
NO
NO
NO
&FASTENER_ID &THREAD_SERIES - &THREAD_CLASS THRU
TAPPED
YES
THRU_ALL
THRU
YES
NO
NO
TAPPED
YES
THRU_ALL
THRU
YES
YES
NO
TAPPED
YES
THRU_ALL
THRU
YES
NO
YES
TAPPED
YES
THRU_ALL
THRU
YES
YES
YES
TAPPED
YES
THRU_ALL
THRU
NO
YES
NO
TAPPED
YES
THRU_ALL
THRU
NO
YES
YES
TAPPED
YES
THRU_ALL
THRU
NO
NO
YES
TAPPED
YES
THRU_ALL
TO_SEL
NO
NO
NO
TAPPED
YES
THRU_ALL
TO_SEL
YES
NO
NO
TAPPED
YES
THRU_ALL
TO_SEL
YES
YES
NO
TAPPED
YES
THRU_ALL
TO_SEL
YES
NO
YES
TAPPED
YES
THRU_ALL
TO_SEL
YES
YES
YES
TAPPED
YES
THRU_ALL
TO_SEL
NO
YES
NO
TAPPED
YES
THRU_ALL
TO_SEL
NO
YES
YES
TAPPED
YES
THRU_ALL
TO_SEL
NO
NO
YES
DEFAULT_CALLOUT_FORMAT_DATA for Drilled Holes
HOLE_TYPE
THREAD
DRILLED_DEPTH
THREAD_DEPTH
CSINK
CBORE
EXIT_CSINK
CALLOUT_FORMAT
Preview
DRILLED
NO
VAR
NA
NO
NO
NO
<CTRL-A>n<CTRL-B> &DIAMETER[.2] <CTRL-A>n<CTRL-B> &DRILL_DEPTH
DRILLED
NO
VAR
NA
YES
NO
NO
DRILLED
NO
VAR
NA
YES
YES
NO
DRILLED
NO
VAR
NA
YES
NO
YES
DRILLED
NO
VAR
NA
YES
YES
YES
DRILLED
NO
VAR
NA
NO
YES
NO
DRILLED
NO
VAR
NA
NO
YES
YES
DRILLED
NO
VAR
NA
NO
NO
YES
DRILLED
NO
THRU_ALL
NA
NO
NO
NO
<CTRL-A>n<CTRL-B> &DIAMETER[.2] THRU
DRILLED
NO
THRU_ALL
NA
YES
NO
NO
<CTRL-A>n<CTRL-B> &DIAMETER[.2] THRU /<CTRL-A>w<CTRL-B> <CTRL-A>n<CTRL-B> &CSINKDIAM x &CSINKANGLE[.0]<CTRL-A>$<CTRL-B>
DRILLED
NO
THRU_ALL
NA
YES
YES
NO
DRILLED
NO
THRU_ALL
NA
YES
NO
YES
DRILLED
NO
THRU_ALL
NA
YES
YES
YES
DRILLED
NO
THRU_ALL
NA
NO
YES
NO
<CTRL-A>n<CTRL-B> &DIAMETER[.2] THRU /<CTRL-A>v<CTRL-B> <CTRL-A>n<CTRL-B> &CBOREDIAM<CTRL-A>x<CTRL-B> &CBOREDEPTH
DRILLED
NO
THRU_ALL
NA
NO
YES
YES
DRILLED
NO
THRU_ALL
NA
NO
NO
YES
DRILLED
NO
TO_SEL
VAR
NO
NO
NO
DRILLED
NO
TO_SEL
VAR
YES
NO
NO
DRILLED
NO
TO_SEL
VAR
YES
YES
NO
DRILLED
NO
TO_SEL
VAR
NO
YES
NO
DRILLED
NO
THRU_NEXT
VAR
NO
NO
NO
DRILLED
NO
THRU_NEXT
VAR
YES
NO
NO
DRILLED
NO
THRU_NEXT
VAR
YES
YES
NO
DRILLED
NO
THRU_NEXT
VAR
NO
YES
NO
DRILLED
NO
THRU_UNTIL
VAR
NO
NO
NO
DRILLED
NO
THRU_UNTIL
VAR
YES
NO
NO
DRILLED
NO
THRU_UNTIL
VAR
YES
YES
NO
DRILLED
NO
THRU_UNTIL
VAR
NO
YES
NO
DEFAULT_CALLOUT_FORMAT_DATA for Clearance Holes
HOLE_TYPE
THREAD
DRILLED_DEPTH
THREAD_DEPTH
CSINK
CBORE
EXIT_CSINK
CALLOUT_FORMAT
Preview
CLEARANCE
NO
THRU_ALL
NA
NO
NO
NO
CLEARANCE
NO
THRU_ALL
NA
YES
NO
NO
CLEARANCE
NO
THRU_ALL
NA
YES
YES
NO
CLEARANCE
NO
THRU_ALL
NA
YES
NO
YES
CLEARANCE
NO
THRU_ALL
NA
YES
YES
YES
CLEARANCE
NO
THRU_ALL
NA
NO
YES
NO
CLEARANCE
NO
THRU_ALL
NA
NO
YES
YES
CLEARANCE
NO
THRU_ALL
NA
NO
NO
YES
CLEARANCE
NO
THRU_NEXT
NA
NO
NO
NO
CLEARANCE
NO
THRU_NEXT
NA
YES
NO
NO
CLEARANCE
NO
THRU_NEXT
NA
YES
YES
NO
CLEARANCE
NO
THRU_NEXT
NA
NO
YES
NO
CLEARANCE
NO
THRU_UNTIL
NA
NO
NO
NO
CLEARANCE
NO
THRU_UNTIL
NA
YES
NO
NO
CLEARANCE
NO
THRU_UNTIL
NA
YES
YES
NO
CLEARANCE
NO
THRU_UNTIL
NA
NO
YES
NO
CLEARANCE
NO
TO_SEL
NA
NO
NO
NO
CLEARANCE
NO
TO_SEL
NA
YES
NO
NO
CLEARANCE
NO
TO_SEL
NA
YES
YES
NO
CLEARANCE
NO
TO_SEL
NA
NO
YES
NO
DEFAULT_CALLOUT_FORMAT_DATA for Tapered Holes
HOLE_TYPE
THREAD
DRILLED_DEPTH
STRAIGHT_DRILLED_DEPTH
THREAD_DEPTH
CSINK
CBORE
EXIT_CSINK
SAMPLE_CALLOUT_FORMAT
Preview
TAPERED
YES
VAR
NONE
VAR
NO
NO
NO
&FASTENER_ID &THREAD_SERIES - &THREAD_CLASS &STD_HOLE_TYPE / THREAD &VAR_THREAD &THREAD_DEPTH
TAPERED
YES
VAR
NONE
VAR
YES
NO
NO
TAPERED
YES
VAR
NONE
VAR
YES
YES
NO
TAPERED
YES
VAR
NONE
VAR
NO
YES
NO
TAPERED
YES
VAR
VAR
VAR
NO
NO
NO
&FASTENER_ID &THREAD_SERIES - &THREAD_CLASS &STD_HOLE_TYPE / THREAD &VAR_THREAD &THREAD_DEPTH / TAPERED &VAR_DEPTH &DRILL_DEPTH / STRAIGHT DRILL ( &STRAIGHT_DIAMETER ) &VAR_THREAD&STRAIGHT_DRILL_DEPTH
TAPERED
YES
VAR
VAR
VAR
YES
NO
NO
TAPERED
YES
VAR
VAR
VAR
YES
YES
NO
TAPERED
YES
VAR
VAR
VAR
NO
YES
NO
TAPERED
YES
VAR
TO_SEL
VAR
NO
NO
NO
TAPERED
YES
VAR
TO_SEL
VAR
YES
NO
NO
TAPERED
YES
VAR
TO_SEL
VAR
YES
YES
NO
TAPERED
YES
VAR
TO_SEL
VAR
NO
YES
NO
TAPERED
YES
VAR
THRU_ALL
VAR
NO
NO
NO
&THREAD_SERIES &FASTENER_ID THREAD &VAR_THREAD &THREAD_DEPTH / TAPERED &VAR_THREAD &DRILL_DEPTH STRAIGHT DRILL THRU
TAPERED
YES
VAR
THRU_ALL
VAR
YES
NO
NO
TAPERED
YES
VAR
THRU_ALL
VAR
YES
YES
NO
TAPERED
YES
VAR
THRU_ALL
VAR
YES
NO
YES
TAPERED
YES
VAR
THRU_ALL
VAR
YES
YES
YES
TAPERED
YES
VAR
THRU_ALL
VAR
NO
YES
NO
TAPERED
YES
VAR
THRU_ALL
VAR
NO
YES
YES
TAPERED
YES
VAR
THRU_ALL
VAR
NO
NO
YES
TAPERED
YES
VAR
THRU_NEXT
VAR
NO
NO
NO
TAPERED
YES
VAR
THRU_NEXT
VAR
YES
NO
NO
TAPERED
YES
VAR
THRU_NEXT
VAR
YES
YES
NO
TAPERED
YES
VAR
THRU_NEXT
VAR
NO
YES
NO
TAPERED
YES
VAR
THRU_UNTIL
VAR
NO
NO
NO
TAPERED
YES
VAR
THRU_UNTIL
VAR
YES
NO
NO
TAPERED
YES
VAR
THRU_UNTIL
VAR
YES
YES
NO
TAPERED
YES
VAR
THRU_UNTIL
VAR
NO
YES
NO