Maya 2017 - Modeling with Polygons

Theory

Introduction

The objects we create in Maya, like real objects, have certain properties which define their possible use. It can be compared with the different use of cardboard, MDF or clay in making a physical model. Each material has its own properties, ways how to modify it and the forms you can create with it. You would not use a saw on clay and you would not use MDF to make a model with a double curved surfaces. If we want to design in the computer we will have to know the properties of the geometry we use in the design process. It will define what kind of form can be generated, the possibilities of altering the form and the accuracy of the form ( interesting if you want to digitally manufacture the object).

We will use polygons for the first two workshops.

The three components of a polygon

Polygon is a straight forward description of geometry in 3D. The polygon is a very simple description of geometry. Its form is defined by a set of coordinate points (vertices). A set of coordinate points are maybe interesting for the computer to work with, we only see a lot of dots. To make the form visible they added between each three points a triangular surface, which is called a face. These faces together between all the coordinate points are what we are seeing. This structure has a substantial influence on what you can do with the geometry.

The shape is defined by its coordinate point or vertices. The vertices will define the shape of the geometry
The surface of the geometry is defined by the planar triangular faces. The faces will define the surface of the geometry
The edges of the geometry are the edges of the faces. The edge is always a straight line

Advantages:

Possibility of describing volumes
Less memory intensive
Straight forward mathematical description
Commonly used geometry type

Disadvantage:

The edges of a polygon are always a straight line. In order to curve a surface you will need to give your object multiple subdivisions

The curvature is only approximated by the face between the vertices
High poly count necessary for curved shapes approximation

Applications:

Modelling Cartesian architecture
Architectural visualisation
Architectural interactive virtual visualisation
Geometry for analysis
Geometry for Rapid Prototyping

The straight forward description of the polygon as a set of coordinate points makes it especially suitable for analysis and rapid prototyping. Distances, areas, volumes and angles can be calculated based on the position of the coordinate points. The low memory requirement for display makes polygons the favourite geometry for virtual reality environments like web based interactive virtual environment and games. The possibility of generating volumes makes polygons faster in modeling of straight angled surfaces

The disadvantage of not being able to describe curved surface accurately is a major drawback in designing with polygons. Because there is always a straight edge between two coordinate points (vertices) the curvature will always be a crude approximation. This one of the reasons polygons are not used in more complex designs with curved ore double curved surfaces.

The geometry

Volume, surface or line

If you want to design in the computer you will have to know the properties of your design environment, its possibilities and its limitation. Not only the geometry type is of influence on the design process. Polygons for example have the problem of not being able to accurately describe curved surfaces. The form you start to design with is also of influence on the possibilities of generating a formal description of your design. There are 3 different kind of geometry forms you can start from.

Volumes

The first one is the volume or predefined volumes ( primitives). If we start using volumes as a basis for modeling our design we have the advantage that the geometry is already defined in 3 dimensions. We can alter our 3D geometry by deforming it ( make a cube into a rectangular box) or making a combination of different kind of 3D objects ( subtracting one box from the other to create a hole) This starting form however has its limitations because the 3 dimensions are already defined from the start. The topology , organization of the surfaces, of the form predefined. Although complex objects can be made with this kind of geometry it can be quite difficult.

Extruding a surface

The second more flexible geometry to start with is the surface. If we can generate a surface, we can define its form in two dimensions. By extruding the form in the third dimension we can generate a 3 dimensional object. This extrusion process however is often limited to a simple straight extrusion. So the influence on the 3rd dimension is limited. The maximum freedom in this case is primarily limited to two dimensions. This makes this form especially suitable for geometry with a complex section and a simple extrusion, like a facade or a steel beam.

Curved based modeling

The third option is the most flexible and is widely used in digital design. In this case the basic form is a line or a combination of lines. The strength of the use of lines as a start for geometry is the fact that the line not only can define a surface in two dimensions ( a complex surface ) but by using a combination of lines the third dimension can also be defined by a line. This method of constructing complex geometry with the help of lines is called curved based modeling and is widely used in other industries like product design, car design and in the aero-space industry.

In this course we will use all the three techniques. We will start with the creation of volumes and the techniques how to modify them.

Polygons menu's

Switching to the Modeling menu set changes the top menu bar

When you are modeling with polygons, you will use the Modeling menu set. The File, Edit, Create, Display and Select menus are the same for all menu sets, but the others change depending on the selected menu set. When you select the Modeling menu set, the polygon menus: Mesh, Edit Mesh and Mesh tools menus are available.

Creating geometry

Creating objects using primitives

Create a polygon primitive as a basis for your model

You can create polygon primitives by using the Create > Polygon Primitives command. It can be convenient to turn on Interactive Creation in the bottom of the polygon primitives menu.

Create a polygon primitive as a basis for your model

When you now double click somewhere in your viewport a primitive with the standard dimensions will be created. You can also create the dimensions of the primitive now interactively by clicking and dragging the required dimensions. This can work really well in combination with the snapping tools. If you don't want to use the interactive creation and you want every new primitive to appear at the origin point (0,0,0) in your viewport with the standard dimensions, you can turn it off by clicking Create > Polygon Primitives > Interactive Creation.

Selection Tools

Press Q to quickly pick the Selection Tool

There are a couple of ways of selecting objects in Maya. If you are still in another tool, make sure that the selection tool in the toolbox is selected or press Q on your keyboard. Select an object by clicking on it. By holding the Shift key it’s possible to select multiple objects. Clicking and dragging a window around the objects is a faster way of selecting multiple objects. With the lasso tool in the toolbox you can drag a non-rectangular selection around the objects. To remove objects from the selection hold the Control key while clicking the objects.

Transforming Objects

Move (W), Rotate (E) and Scale (R)

Mirror your object by using a negative scale

When an object is selected, it can be transformed. To move, rotate or scale, select the particular tool in the toolbox. Click and drag the manipulator on the colored axis of choice to perform the desired transformation. When selecting one axis, the transformation is only performed on that particular axis. For transforming in all directions click the yellow icon in the center of the manipulator.

Try to get used to the hotkeys for these transformation tools:

W: Move

E: Rotate

R: Scale

For example, if we want our object to scale in the z-axis, we select the object, we then select the scale tool in the toolbox, the manipulator is shown and we click and drag the blue cube to scale the object.

The transformations are numerically shown in the ‘Channel Box’ on the right. You can input the transformation values manually here. So the use of exact measures is possible this way instead of dragging the manipulator a random amount. For mirroring objects it is possible to input a negative scale value in the channel box.

Note that all the transformations you do to objects will be done with the pivotpoint as base. If your pivotpoint is placed in the center of an object it will be scaled, rotated and moved from that point, if you want to transform your object from another point (for instance from one of the corners), you can move your pivotpoint (see under the section editing geometry below)

Channelbox

The Channelbox shows you the properties of the currently selected object

The Channelbox is on the right side of the screen. In this menu you will find all the properties of the selected object, and you can change those properties. If you apply a certain operation on an object, Maya will remember this. This is called the construction history of an object and that is also shown here.

If you create an object in Maya it will automatically get a unique name. When you are building a large building or model it can be useful to change the standard name of an object to something that is a little easier to remember. This can help you finding and selecting objects in larger scenes. You can change a name by clicking on the standard name in the Channelbox. When you have already used a name, e.g: door and you name another object door, Maya will automatically suffix a number, making the name unique. So your new door will be named door1 and so on.

In the Outliner you can select objects by name, so giving them a logical name can be very useful.

Creating objects using faces

Create Polygon Tool

Create a custom polygon with the Create Polygon tool

With the Create Polygon tool it's possible to create faces in any shape by clicking the corners of the desired face. You can find this tool in the polygons menu under Mesh Tools > Create Polygon:

Your pointer will turn into a cross and you can now start clicking the corners of the desired face. When not using snap options the points will be placed flat in the view port you're working in. If you're working in the perspective view the points will be placed flat in the y-direction. If the face is finished you can press Enter on your keyboard to finish it.

If you want to close the custom polygon, don't finish it by clicking on the starting point again, like when drawing with lines. This will create a double vertex there, which can cause problems later on!

Use Control to add holes to your custom polygon

If you want to create a hole in the face, you finish the shape, and before closing it with Enter press Control on your keyboard while clicking the first point of the shape of the hole. After that you can proceed to click the next points of the hole (without pressing Control). You can start another hole by pressing Control again while clicking the first point of the new hole. When your shape is finished (with or without holes) press Enter to close it.

If you press Backspace on your keyboard (before you've closed the face with Enter) you can go back a point, if you made a mistake. You can do this as many steps back as you'd like.

If you're drawing a face it's convenient to draw counter-clockwise, that way the normals of the face will be facing upwards, which is easier if you want to extrude the face later. See the section in this chapter about normals for more information on normals.

After you have closed the face you can adjust it in Component Mode like other polygon geometry.

For a more elaborate explanation of the Create Polygon tool we refer to the Modeling an orthogonal pavilion tutorial.

Normals

Toggle normal display on your currently selected object

If your normal is oriented the wrong way (the face is black), you have to Reverse the normal of the face

In Maya each surface has a front side and a back side. This has consequences for how the face responds to certain commands. Which side is the front and back can be shown by the normals. You can display the normals of a face by selecting the face, then going to Display > Polygons > Face Normals:

On one side you'll see a line perpendicular to the face. This side is the front. If you would extrude this face the arrow will point in that direction too. If you want to change front and back, select the face and go to Mesh Display > Reverse:

The faces of a volume also have normals. The normals of primitives automatically are turned outwards.

If you have created a volume out of a face and have trouble with an operation like Booleans, check if the normals of both objects are turned outwards. If not, select the object(s) with the normals in the wrong direction and reverse them.

To hide the normals, select the object and go to Display > Polygons > Face Normals again.

Extrude

Select the object (or face) you want to extrude and click Extrude in the Edit Mesh menu

If you have a face and want to make it into a volume you can use the extrude command. First select the face you want to extrude and then go to Edit Mesh > Extrude.

Then the Manipulator Tool appears on the face. You can now pull the arrow of the direction you want to extrude the face in to make the face into a volume. You can also numerically put in the value of the extrude in the channelbox.

Pull the arrow to extrude the face upwards.

Always extrude the face in the direction of the arrow, otherwise you will turn the volume inside out. If your volume does turn inside out (black faces) you have to reverse the normals (Mesh Display > Reverse).

Check that point snap is not enabled, or you may experience difficulties performing an extrude (it may keep snapping to the base of the extrude)

When you have extruded a face Maya automatically jumps to component mode. Click it back to object mode to be able to select objects again.

You may want to check that keep faces together is checked in the top of the Edit Mesh menu. You can also turn on keep faces together in the inputs of the extrude through the channelbox of the object (click the polyExtrudeFace node, scroll down to keep faces together and set it to '1' or 'on').

Creating objects using curves

It is possible to create polygons using curves. This can be convenient if you have a curved surface or when you are using lines from Autocad. The modeling with curves however is elaborately discussed in the Maya_2017_-_Modeling_with_NURBS section because when (polygonal) geometry is being created through the use of curves, it is actually curves being made into nurbs geometry being made into polygon geometry. There is also the Tutorial Modeling Villa Savoye that specifically covers modeling Polygons using curves.

Creating objects by duplicating

Duplicating

In Maya the way to duplicate objects is by using the menu Edit » Duplicate Special. By default it makes an exact copy of the selected objects on the exact same position. Use the move tool to change the position of the copy to make it visible.

The duplicate menu is a little more advanced than you might think at first sight. By choosing Edit » Duplicate Special the duplicate options dialog is shown. These options enable you to create multiple copies and, if desirable, translate, scale or rotate these separate copies. To reset these settings, you can choose Edit » Reset Settings.

Maya will duplicate using the pivot point as base point. So if you want to use the rotate options, the duplicate will be rotated around the pivot point. Keep this in mind e.g. when you want to make a winding stair around a specific point.

Learn to duplicate quickly by using the hotkeys:

Ctrl + D: Duplicate

Shift + D: Duplicate with last Transform

Editing geometry

Pivot Point

Use the 'D' key to unlock or lock the pivot point so you can move it

If you want to reset the position of the pivot point, click Center Pivot

Every object in Maya has a pivot point, which can be seen as the center of gravity of that particular object. All transformations of the object, like moving, scaling and rotating, act around the pivot point. When one of the transformation tools in the toolbox is selected, the pivot point is visible as the red, green and blue axis. By default the pivot point is in the center of the object, but it can be moved to every other position. To change its position press the D key on your keyboard to ‘unlock’ the pivot. Then click and drag the pivot to the position you want. Press the D key again to ‘lock’ the pivot. Now all transformation act around the new position of the pivot point. You can also hold the D key and release it when you're done, if you prefer that. Alternatively you can also use the insert key.

In some cases you want the pivot point back in the center of the object. Via Modify » Center Pivot the pivot point is placed in the center of the object.

Polygon components

Polygons consist out of three components: Vertices, Edges and Faces

Vertex

When the square icon is selected, the vertices become visible as purple dots. The vertices can be selected and the position can be altered by using the transform, rotate or scale tool. A single vertex can not be rotated or scaled, but when multiple vertices are selected, they can be rotated or scaled relative to each other.

Edge

When the icon with the blue line on a surface is selected, edges of polygonal objects can be selected and transformed. Edges can be moved, rotated and scaled. By transforming an edge, in fact the adjacent vertices are transformed.

Face

When the icon with the four squares is selected, faces can be selected and transformed. Faces become visible as blue dots on the faces of the object. Faces can be moved, rotated and scaled. By transforming a face, in fact the adjacent vertices are transformed.

Snap Tools

Multi-Cut Tool

You can select the Multi-Cut tool from the Modeling Toolkit window

If you want to split a face into more faces you can use the Multi-Cut Tool. With this tool extra vertices and edges are added. You can find this tool under:

Mesh Tools » Multi-Cut

In older Maya versions this tool was called Interactive Split Tool (Maya 2012-2014) and Split Polygon Tool (Maya 2011 and older)

The Multi-Cut tool allows you to manually add edges to your object.

Make sure the Multi-Cut Tool is selected in the Mesh Editing Tools section of the Modeling Toolkit window and use the Snap Step % setting to specify at what percentage increment to snap on an edge. Use Shift to enable snap mode.

The divisions shown in the settings are the number of divisions the new inserted edge will have. With the smoothing angle you can control how hard or soft the edges of your split geometry will be; use a low value (0) to let the edges appear hard. It can be really convenient to use snapping points along the edges. The number of points is the number of points per edge your mouse will snap to. These points are evenly divided along the edge. The snapping tolerance will determines how close the vertex needs to be to the snapping point before it snaps to it.

Now you can click and drag your mouse along an edge of the face you want to split. After that you can adjust the object further by going into component mode and moving the vertices or edges.

Merge Vertices

Using a Threshold value that is too low won't do anything, as the vertices are too far apart

Increasing the Threshold value will merge vertices together that are further apart

It is possible to merge multiple vertices into one. Select the vertices you want to merge in component mode, then click the option box next to:

Edit Mesh » Merge

The settings of the merge vertices command will be shown

The Threshold is the amount of units within which the selected vertices should be for Maya to merge them and is automatically set to 0,0100. If the vertices you want to merge are further apart, put in a number that is bigger than the amount of units the vertices are apart from each other. In other words, the Threshold value controls the range in which it will merge the selected vertices together. If you're not satisfied with the merge, you can Undo the operation and try a different Threshold value, try to experiment with it until you get the correct result.

The merge vertices command can also be a solution to problems with a Boolean operation. If for instance both objects disappear when using Mesh > Booleans > Difference, one of the possible reasons could be that one or both of the objects have two vertices on the same spot. To solve this, select both objects and use the merge vertices command (for this the threshold needs to be very low, for instance 0,01, because you only want to merge the vertices that are in the same place, so check this in the option box).

Booleans

You can find the boolean tools under the Mesh menu

There are three types of boolean operations: Union, Difference and Intersection

Experiment with different settings under the options box if you don't get the result you expected

Boolean operations can be performed on two overlapping polygon objects. Select both objects and go to Mesh > Booleans.

There are 3 options:

Union: You keep the part of the objects that is part of one or both of the objects
Difference: You keep the part of the object first selected that doesn't overlap with the object that has been selected second
Intersection: You keep the part of both objects that overlap

When you're using the union or the intersect option it doesn't matter in which order you select the objects. For the difference option, the second object you select will be subtracted from the first object you select.

When you're using the difference option it's possible you want to make a lot of holes in the object, like in the example on the right. It will be rather time-consuming to do them all one at a time and sometimes the geometry does odd things when doing it that way. So if you want to subtract these shapes all in once, you have to combine them first (select all the objects you want to subtract, then go to: Mesh > Combine). Now select the object you want to subtract from, then select the combined objects you want to subtract, then go to Mesh > Booleans > Difference:

Relative Transform

You can transform your object relative to it's current place, scale or rotation with an exact number of units. To do this, go to the little triangle next to the input field at the right top of your screen. when this field is not visible it could be hidden (click the small bars to open it). Click on the triangle and choose relative transform:

Now select the tool corresponding to the transformation you want to do (eg. if you want to move the object from it's current location select the move tool) because that's the kind of transformation Maya will do and select the object you want to use it on. Now you can enter the amount of units you want to move, rotate or scale your object in the X, Y and Z fields shown above. You can either do it in only one direction or 2 or 3 directions at the same time. Press enter to execute the transformation.

Note that Maya always uses points as a decimal separator, not a comma.

You can use the relative transform for objects, but also for components or groups.

Distance Tools

Use the distance tool to measure the exact distance from point A to point B

Sometimes you need to know the exact distance or size of something, it can be convenient to use the distance tool for that. The distance tool can be found under Create > Measure Tools > Distance Tool. The distance tool measures the distance between the two points you specify by clicking in your view port. Using point snap can be really useful when doing this. If you move one of the pointers afterward with the move tool the distance is updated automatically.

Troubleshooting

The page Maya_2017_-_Troubleshooting covers troubleshooting polygon modeling.

Tutorials

Overview of Maya topics

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