SIEMENS

Constructing base
features
Self-paced Training
spse01515

Contents

Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
What is a base feature? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Part modeling: Tips for getting started

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Changing model view direction using shortcut keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Using the mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Creating base features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Base feature creation methods . . . . . . . . . . . . . . . . . . . . . . . .
General workflow for constructing a base feature . . . . . . . . . . .
Extrude a region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Revolve a region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Constructing synchronous extruded features using the Select tool
Extent Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Activity: Create a base extruded synchronous feature . . . . . . . .
Activity: Create a base extruded synchronous feature . . . . .
Create a new ISO Part file . . . . . . . . . . . . . . . . . . . . . . . .
Draw the initial cross-sectional shape . . . . . . . . . . . . . . . .
Create the base feature . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Constructing revolved features using the Select tool . . . . . . . . .
Activity: Create a base revolved synchronous feature . . . . . . . .
Activity: Create a base revolved synchronous feature . . . . .
Open a new ISO part file . . . . . . . . . . . . . . . . . . . . . . . . .
Sketch the initial basic shape . . . . . . . . . . . . . . . . . . . . . .
Create the base feature . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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5-2
5-3
5-4
5-7
5-12
5-13
5-16
5-16
5-17
5-18
5-20
5-22
5-23
5-25
5-25
5-26
5-27
5-28
5-31

Creating subsequent features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Construct an extrusion or cutout: subsequent features
Activity: Remove material from a base feature . . . . .
Activity: Remove material from a base feature . .
Open an existing file . . . . . . . . . . . . . . . . . . . .
Remove material from the base solid . . . . . . . . .
Remove additional material . . . . . . . . . . . . . . .
Create a circular cutout . . . . . . . . . . . . . . . . . .
Create another cutout . . . . . . . . . . . . . . . . . . .

spse01515

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Constructing base features

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6-2
6-5
6-5
6-7
6-8
6-10
6-12
6-14

Contents
Contents

Summary . . . . . . . . . . . . . . . . . . . .
Activity: Add material to a base feature . . .
Activity: Add material to a base feature
Open an existing file . . . . . . . . . . . . .
Add mounting flanges . . . . . . . . . . . .
Create mounting holes . . . . . . . . . . .
Add circular cutouts . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . .
Using the feature construction commands .
Lesson review . . . . . . . . . . . . . . . . . . . .
Lesson summary . . . . . . . . . . . . . . . . . .

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6-17
6-17
6-17
6-18
6-19
6-22
6-23
6-25
6-26
6-28
6-29

Model Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Dimensioning the model . . . . . . . . . . . . . .
Editing model dimensions . . . . . . . . . . . . .
Activity: Dimension a model . . . . . . . . . . . .
Activity: Dimension a model . . . . . . . . .
Open a file . . . . . . . . . . . . . . . . . . . . .
Add dimensions to the model . . . . . . . .
Dimension to intersection points . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . .
Sketch consumption and dimension migration
Lesson review . . . . . . . . . . . . . . . . . . . . .
Lesson summary . . . . . . . . . . . . . . . . . . .

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7-2
7-3
7-6
7-6
7-7
7-8
7-12
7-15
7-16
7-17
7-18

Coordinate systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Activity: Model with a coordinate system . . .
Activity: Model with a coordinate system
Open a part file . . . . . . . . . . . . . . . . .
Create a coordinate system . . . . . . . . .
Create the handle . . . . . . . . . . . . . . . .
Optional: Finish the cup . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . .
Lesson review . . . . . . . . . . . . . . . . . . . . .
Lesson summary . . . . . . . . . . . . . . . . . . .

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8-3
8-3
8-4
8-5
8-7
8-9
8-11
8-12
8-13

Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Working with user-defined sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Constructing base features

spse01515

Proprietary and restricted rights notice

This software and related documentation are proprietary to Siemens Product Lifecycle Management
Software Inc.
2014 Siemens Product Lifecycle Management Software Inc.

spse01515

Constructing base features

Introduction

Welcome to Solid Edge self-paced training. This course is designed to educate you in the use of
Solid Edge. The course is self-paced and contains instruction followed by activities.
Start with the tutorials
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familiar with the basics of using Solid Edge. If you do not have any experience with Solid Edge,
please start by working through the basic part modeling and editing tutorials before starting self-paced
training.
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spse01515

Constructing base features

Introduction
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from a UNC path (file:///). To change this setting, you need to change the value of the
security.fileuri.strict_origin_policy preference:

In the address bar, type about:config.

In the Filter field, type security.fileuri, if the value of the security.fileuri.strict_origin_policy

preference is set to true, set the value to false. (Double-clicked the value to toggle it.)

Restart the browser.

Constructing base features

spse01515

Lesson 1: What is a base feature?

Note

This course presents the method for creating synchronous base features. To learn about
the method for creating ordered base features, refer to the self-paced course spse01536:
Modeling synchronous and ordered features.
When constructing a 3D model in Solid Edge, it is helpful to evaluate the basic shape of the part,
and develop a plan as to how you want to construct the model. The overall shape of the part can be
captured in the very first feature, called the base feature.
How to define the shape of the base feature
1. Create a region (a series of sketch elements that create a closed area).
2. Select the region to construct the base feature using either the Extrusion or Revolved Extrusion
command.
Once the base feature is created, material can be added or removed by the definition of other features.
Watch the video.

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Constructing base features

1-1

Lesson 2: Part modeling: Tips for getting started

When constructing a 3D model in Solid Edge, it is helpful to evaluate the basic shape of the part,
and develop a plan as to how you want to construct the model.

You should consider the following questions when starting a new model:

What is the best sketch for the first feature on the part?

Which reference plane should it be drawn on?

Are there symmetric features on the part?

Constructing the base feature

The first feature you create for a part or sheet metal model is called the base feature. Several
commands are available for creating base features, but one thing they have in common is that they
are sketch-based features.
You construct a sketch-based feature by drawing a closed sketch region (1) on a reference plane (2).

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Constructing base features

2-1

Lesson
Part modeling:
for getting
started
Lesson
2: 2: Part modeling:
Tips Tips
for getting
started

Reference planes
A reference plane is a flat surface that is typically used for drawing 2D sketches in 3D space.
Although the size of a reference plane is theoretically infinite, it is displayed at a fixed size to make it
easier to select and visualize.
Three default, or base reference planes, are available in Solid Edge part and sheet metal documents
for defining the base feature.

Choosing the best sketch for the base feature

When evaluating the part you want to construct, the sketch for the base feature should generate as
much of the basic shape of the part as possible. Most models present several choices for constructing
the sketch for the base feature, but often one alternative is better than others.
As you gain experience, it becomes easier to see the best choice. In the example model, you could
construct the base feature using each of the three sketches shown.

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Constructing base features

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Part modeling: Tips for getting started

Sketch 1
The L-shaped sketch of the model is a good choice, but would require extra features to finish
defining the tapered end of the model. In many cases this could be the best choice, especially
when working with standard shapes and extrusions.
Sketch 2
The rectangular sketch would require many extra features to remove the material around the
stiffening rib and tapered end of the model. This would be a poor choice for this model.
Sketch 3
For this model, this would be the best choice. It defines the basic length and width of the model
and includes the tapered end. Two additional protrusion features complete the basic shape of the
part. A hole feature, a cutout feature, and a round feature complete the part.

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Constructing base features

2-3

Lesson
Part modeling:
for getting
started
Lesson
2: 2: Part modeling:
Tips Tips
for getting
started

Choosing the best reference plane

After you decide on the best sketch to use for the base feature, you should decide which reference
plane you want to draw the profile on.
As discussed earlier, there are three base reference planes you can use for the first feature. These
planes are oriented to the top, front, and right views. The three base reference planes intersect at the
exact center, or global origin, of the model space.
When choosing the reference plane, you can consider how the finished part will be displayed in the
graphic window, or how it will be arranged in the assembly or the drawing.
The default view orientation in the graphic window is the dimetric view, so orienting the sketch for the
base feature such that the finished part is easy to visualize in the dimetric view is a good approach.
The following examples illustrate the results of using the Top (1), Front (2), and Right (3) reference
planes to draw the first sketch. For this part, using the Top reference plane (1) results in a part
that is easiest to visualize in the dimetric view.

As your modeling skills increase, and when modeling parts in the context of the assembly, choosing
the best reference plane becomes less of a concern. You can use the Rotate command to rotate the
graphic window to an easy to visualize orientation.

2-4

Constructing base features

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Part modeling: Tips for getting started

Taking advantage of part symmetry

Because the three base reference planes are fixed (they can not move), when modeling symmetric
parts, you should also use the base reference planes to take advantage of symmetric features on
the part. For example, when drawing the sketch for the base feature, you can use dimensions and
relationships to symmetrically orient the sketch about the Front (1) and Right (2) reference planes.

Orienting the sketch for the base feature symmetrically with respect to the base reference planes
makes it easier to construct the rest of the model because you can also use the base reference
planes to symmetrically orient the subsequent features.

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Constructing base features

2-5

Lesson 3: Changing model view direction using shortcut keys

You can use keyboard shortcut keys to change the view of the model and to fit the model contents
to the active window.
To look at this view
top
front
right
bottom
back
left
isometric
dimetric
trimetric
currently locked sketch plane or command
plane

Use these shortcut keys

Ctrl+T
Ctrl+F
Ctrl+R
Ctrl+B
Ctrl+K
Ctrl+L
Ctrl+I
Ctrl+J
Ctrl+M
Ctrl+H

Tip

Another way to change view direction is to use the View Orientation command
on the Status bar at bottom-right of the application window.

Another way to change view direction to the currently locked sketch plane is to use the
Sketch View command

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located

Constructing base features

3-1

Lesson 4: Using the mouse

You can use the left mouse button to do the following:

Select an element by clicking it.

Select multiple elements by dragging to fence them.

Drag a selected element.

Click or drag to draw an element.

Select a command.

Double-click to activate an embedded or linked object.

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Constructing base features

4-1

Lesson
the mouse
Lesson
4: 4: UsingUsing
the mouse

In most cases, if an object is locatable and selectable, you can position the cursor over the object
and click the right mouse button (right-click) to do the following:

Display a shortcut menu. Shortcut menus are context-sensitive. The commands on the menu
depend upon your cursor location and which elements, if any, are selected.

Restart a command.

If you click and hold the right mouse button, you can display a radial menu containing commands
pertinent to the environment you are currently working in.

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Constructing base features

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Using the mouse

You can use the middle mouse button to do the following:

Rotate the view. Hold the middle mouse button and drag to rotate the view about the center
of the model range.

Click the middle mouse button on one of the following to specify a rotation point or axis:
o

Click in empty space: clears previous point or axis.

Click on a vertex: specifies that location as the rotation point.

Click on a linear edge: specifies that edge as rotation axis.

Click on a face: specifies a point projected onto the face as the rotation point.

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Constructing base features

4-3

Lesson 5: Creating base features

Intuitive commands based on context

Depending on the design context you are working in, you can add material to or subtract material from
a base feature without choosing a command. Use the same workflow to create extrusions and cutouts,
and the result of a particular operation is dependent on the defined extent direction. For a base
feature, the result will be an extrusion, because there is no existing body (or material) to subtract from.

For features on an existing body, the extent direction defined by cursor position with respect to the
sketchs planar surface or plane determines whether you create an extrusion or cutout.

If the sketch extends away from the model volume, this creates an extrusion.

If the sketch extends toward the volume of the model body, this creates a cutout.

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Constructing base features

5-1

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Base feature creation methods

Once a region exists, two workflows are available for creating a base feature.

Selection workflow
Select a region. Click the extrude handle to create a solid from the sketch region.

Creation workflow
On the Home tabSolids group, choose the Extrude command. Select a region to define the
feature. Right-click or press Enter to accept.

Note

You may find that the first method minimizes interaction with the command bar and lets you
work faster. The creation workflow has other advantages that you learn about in a later section.

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Constructing base features

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Creating base features

General workflow for constructing a base feature

Whether you use the selection workflow or the creation workflow, the basic steps for constructing a
base feature are the same.
This topic shows the extrude and revolve workflows.

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Constructing base features

5-3

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Extrude a region
Using the Select tool
1. Use the Select command to select a region.
2. (Optional) Set the Symmetric extent option to extrude the feature symmetrically on both sides of
the region.
3. Click the extrude handle, move the cursor to define the extent, and click to create the solid,

5-4

Constructing base features

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Creating base features

or you can type an extent in the dynamic input box and press the Tab key. Then move the cursor
to define the extent side.

Using the Extrude command

1. Choose the Extrude command.
2. (Optional) Set the Symmetric extent option to extrude the feature symmetrically on both sides of
the region.
3. Select the region to extrude.
4. Right-click or press Enter to accept the region.

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Constructing base features

5-5

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

5. Move the cursor to define the extent, and click to create the solid,

or you can type an extent in the dynamic input box and press the Tab key. Then move the cursor
to define the extent side.

5-6

Constructing base features

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Creating base features

Revolve a region
Using the Select tool
1. Use the Select command to select a region.
2. Drag the extrude handle origin (1) to the edge (2) to define the axis of revolution.

3. (Optional) Set the Symmetric option to revolve the feature symmetrically on both sides of the
region.
4. On the revolve handle, click the torus to begin the revolve extent step.

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Constructing base features

5-7

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

5. Move the cursor to define the extent and then click to create the solid,

or type an extent in the dynamic input box and press the Tab key. Then click to one side or the
other of the region to define the direction and create the solid,

5-8

Constructing base features

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Creating base features

or select the 360 option on the Extent type list.

Note

Turn off the Create Live Section option (1).

Using the Revolve command

1. Choose the Revolve command.
2. Select the region to revolve.
3. Right-click or press Enter to accept.
4. Select an edge for the axis of revolution.

5. (Optional) Set the Symmetric option to revolve the feature symmetrically on both sides of the
region.

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Constructing base features

5-9

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

6. Move the cursor to define the revolve extent.

or type an extent in the dynamic input box and press the Tab key. Then click to one side or the
other of the region to define the direction and create the solid,

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Creating base features

or select the 360 option on the Extent type list.

Note

Turn off the Create Live Section option (1).

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Constructing base features

5-11

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Constructing synchronous extruded features using the Select tool

In the synchronous environment, you can use the Select tool to construct extruded features. When
you select a valid sketch element, such as a sketch region, both the Extrude command bar (1)
and the extrude handle (2) appear.

The command bar contains the options required to construct a wide variety of extruded features.
To start the feature construction process, you position the cursor over the arrow on the extrude
handle and click (3).
The cursor shape changes to a cross hair, and a dynamic representation of the feature is displayed,
along with a dynamic input box, which allows you to type a precision value for the feature (4).
To finish defining the feature (5), you can click the mouse, or type a value and press the Enter key.

Note

The sketch elements used to define the feature are moved to the Used Sketches list in
PathFinder and hidden. The sketch dimensions are migrated to the appropriate model edges.

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Creating base features

Extent Options
Extents
Defines the depth of the feature or the distance to extrude the sketch to construct the feature.
You can specify that the feature extends in one direction only or two directions symmetrically. The
extent options are: Finite, Through All, Through Next, and From/To Extent.
Finite
Sets the feature extent so that the sketch is extruded a finite distance to either side of the
sketch plane, or symmetrically to both sides of the sketch plane. You can type the distance
into the dynamic input box or click to define the extent.
Through All
Sets the feature extent so that the sketch is extruded through all faces of the part, starting
at the sketch plane. You can extrude the sketch to either side of the profile plane, or to
both sides.
Through Next
Sets the feature extent so that the sketch is extruded through only the next closed intersection
with the part on the selected side. You can extrude the sketch to either side of the sketch
plane, or to both sides.
From/To Extent
Sets the feature extent so that the sketch is extruded from a specified face or reference plane
to another specified face or reference plane. You can use the sketch plane as one of the
extents, select the sketch plane handle, or right-click.

Note

If the region is selected first, the From extent surface can be redefined be dragging the
extrude handle origin to another surface or plane. Click the extrude handle. Select
the To surface or plane. Right-click extrudes to the profile plane. A PMI dimension is
automatically added for the extent length.
Symmetric Extent
Specifies that the feature extent is to be applied symmetrically about the sketch plane. To ensure
the appropriate operation is performed in each direction (for example: whether material is added
or removed) make sure you select Add or Cut on the command bar:

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Constructing base features

5-13

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Keypoints
Sets the type of keypoint you can select to define the feature extent. You can define the feature
extent using a keypoint on other existing geometry. The available keypoint options are specific to
the command and workflow you use.
Center and End point
all keypoints
end point
midpoint
center point (arc or circle)
tangency point (select a tangent point on an analytic curved face such as a cylinder,
sphere, torus, or cone)
silhouette point
edit point on a curve
no keypoint

In the following case, a vertex was chosen.

Open/Closed Sketch
Specifies whether adjacent model edges are considered part of the sketch region when an
open sketch is attached to one or more model edges. This allows you to control how adjacent
faces are trimmed in certain situations.

5-14

Constructing base features

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Creating base features

Open
Ignores adjacent model edges. When this option is set, additional faces may be modified,
such as illustrated in the cutout example below.

Closed
Includes adjacent model edges. When this option is set, fewer faces may be modified, such
as illustrated in the cutout example below.

Automatic
Specifies that whether model edges are included or ignored is determined automatically. This
option is the preferred option in most cases.
To Extent Selector
Select the To surface when the From/To Extent option is set. The From surface is automatically
set to the sketch plane when using the command bar to construct the feature. If you want
to specify a different face as the From surface, use the command bar options to specify the
From surface.
Note

If the region is selected first, the From extent surface can be redefined be dragging the
extrude handle origin to another surface or plane. Click the extrude handle. Select
the To surface or plane. Right-click extrudes to the profile plane. A PMI dimension is
automatically added for the extent length
Treatment Request
Define draft or crowning for the feature.

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Constructing base features

5-15

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Prompted to define treatment parameters after the extent for the feature is defined.

When this option is cleared, not prompt is given to define treatment parameters after the
extent for the feature is defined.

Activity: Create a base extruded synchronous feature

Activity: Create a base extruded synchronous feature

Overview
This activity demonstrates the process of creating a base feature, the initial solid in a model.
Objectives
Create a vise base to become familiar with techniques used in the construction of a base feature.
In this activity you will:

Create regions consisting of sketch elements.

Use the Select tool to define an initial solid shape.

5-16

Constructing base features

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Creating base features

Create a new ISO Part file

Note

You must be in the Synchronous environment to complete this activity.

The white Solid Edge background used in these instructions may differ from your display.

Start Solid Edge.

Click the

spse01515

Application buttonNewISO Part.

Constructing base features

5-17

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Draw the initial cross-sectional shape

On the Home tabDraw groupRectangle by Center list, choose the Rectangle by 2 Points
command.

Hover over the XZ plane and then click the lock.

Draw the sketch and place the dimensions shown.

Place a fillet on corner (1). On the Home tabDraw group, choose the Fillet command.

5-18

Constructing base features

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Creating base features

Pause the cursor over corner (1) and click when both lines highlight.

On the Fillet command bar, type 40 in the Radius field (2).

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Constructing base features

5-19

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Create the base feature

Select the region contained within the fillet and four lines.

Select the extrude handle.

5-20

Constructing base features

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Creating base features

Define the extrusion extent by typing 70 mm into the dynamic edit box and press the Tab key.
Position the cursor to extend to the side as shown.

Note

Notice that the sketch dimensions migrate to the base feature.

Save this file. You will continue to work in it as you progress through this course.

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Constructing base features

5-21

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Summary
In this activity you learned how to create a base feature. A sketch was created and dimensioned. A
region was extruded and the sketch dimensions migrated to the base feature. The base feature is
ready for material to be added or removed to create the desired part.

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Creating base features

Constructing revolved features using the Select tool

In the synchronous environment, use the Select tool to construct revolved features. When you
select a valid sketch element, such as a sketch region, the Extrude command bar and the extrude
handle display by default.
You can click the extrude handle origin and drag it to a linear sketch element that defines the axis
of revolution. The extrude handle changes to a revolve handle.
You can also construct a synchronous revolved feature by selecting the Revolve command on the
command bar.

The command bar updates to display the options for constructing revolved features (A), and the
revolve handle appears (B).

To construct a revolved feature, you move the revolve handle to a linear sketch element, model
edge, or to the center of a cylindrical face that defines the axis about which you want to revolve the
sketch. In the following example, the axis element is separate from the sketch region that defines the
cross section of the revolved feature.
You can move the revolve handle by clicking the handle origin (A), which attaches it to the cursor.
You can then position the handle over the axis element. The revolve handle snaps into alignment
with any linear elements. When aligned with the proper element, you can click to accept the handle
position (B).

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Constructing base features

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Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

You can construct a revolved feature that is equal to or less than 360 degrees using the options on the
Revolve command bar. After you define the options you want on the command bar, you can click the
torus element on the revolve handle (A) to begin constructing the feature. The cursor shape changes
to a cross hair, and a dynamic representation of the feature is displayed, along with a dynamic input
box, so you can type an angular value for the feature (B).

To finish defining the feature, you can click to define the feature extent, select a keypoint, or type a
value and press the Enter key.

Note

The sketch elements used to define the feature are moved to the Used Sketches collector
in PathFinder and hidden. The sketch dimensions are migrated to the appropriate model
edges when possible.
Notice that since the axis element is separate from the sketch elements that define the
cross section of the feature, that the axis element does not move to the Used Sketches list
in PathFinder.

5-24

Constructing base features

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Creating base features

Create Live Section

On the command bar, use the Create Live Section option (1) to create a live section upon feature
completion.

The option is on by default. All sketch dimensions migrate to the live section.

Activity: Create a base revolved synchronous feature

Activity: Create a base revolved synchronous feature

Overview
This activity demonstrates the process of creating a part model using the Revolve command.
Objectives
Create a vise screw to become familiar with the Revolve command for construction of base features.
In this activity you will:

Create a region consisting of sketch elements.

Use the Select tool to invoke the Revolve command.

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Constructing base features

5-25

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Open a new ISO part file

5-26

Create a new ISO part file.

Constructing base features

spse01515

Creating base features

Sketch the initial basic shape

Draw and dimension the following sketch.

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Constructing base features

5-27

Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

Create the base feature

5-28

Select the region.

Constructing base features

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Creating base features

Click the extrude handle origin (1) and drag it to the edge (2).

The extrude handle changes to a revolve handle. Edge (2) is the axis of revolution.

Click the torus to start the rotation extent definition.

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Constructing base features

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Lesson
Creating
features
Lesson
5: 5: Creating
base base
features

The geometry dynamically attaches to the cursor.

On command bar, select the Live Sections options (1) and turn off 360 extent option (2).

Save and close the file.

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Constructing base features

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Creating base features

Summary
In this activity you learned how to create a revolved base feature. A sketch was created and
dimensioned. A region was revolved and the sketch dimensions migrated to the base feature. The
extrude handle changes to a revolve handle when you drag it to an edge.

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Constructing base features

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Lesson 6: Creating subsequent features

Intuitive commands based on context

For features on an existing body, the extent direction defined by cursor position with respect to the
sketchs planar surface or plane determines whether you create an extrusion or cutout.

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6-1

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Construct an extrusion or cutout: subsequent features

You can construct extruded features using the Select tool or the Extrude command. Both workflows
are explained in this topic.
Construct an extrusion or cutout using the Select tool

1. On the Home tabSelection group, choose the Select command

2. Position the cursor over a sketch region, then click to select it.

The extrude handle (A) appears.

3. Position the cursor over the Extrude handle, then click to select it.

4. Reposition the cursor to define the direction of the material you want to add or remove.

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Constructing base features

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Creating subsequent features

If you click away from the model body, material is added.

If you click into the model body, material is removed.

5. Click to both position and finish the feature.

Construct an extrusion or cutout using the Extrude command

1. On the Home tabSolids group, choose the Extrude command

2. On command bar, do one of the following:

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Constructing base features

6-3

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Set the Face option, position the cursor within a sketch region, and then click the left mouse
button.

Set the Chain option, position the cursor over one of a connected chain of sketch elements,
and then click the left mouse button to accept the selection.

Set the Single option, select one or more connected elements, and then right-click to accept
the selection.

3. Reposition the cursor to define the direction of the material you want to add or remove.

6-4

If you click away from the model body, material is added.

Constructing base features

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Creating subsequent features

If you click into the model body, material is removed.

4. Click to both position and finish the feature.

Tip

To define draft and crown parameters for the protrusion or cutout, use the Treatment Step
options on the command bar. See the Help topic, Applying draft angle and crowning.

Activity: Remove material from a base feature

Activity: Remove material from a base feature

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Constructing base features

6-5

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Overview
This activity demonstrates the process of removing material from a base feature.
Objectives
Create regions and use those regions to cut material from the part.

6-6

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Creating subsequent features

Open an existing file

Open the file you saved in the Activity: Create a base extruded synchronous feature.

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Constructing base features

6-7

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Remove material from the base solid

Turn off the display of the Sketches and PMI collectors in PathFinder.

On the front face of the part, draw the sketch and add dimensions.

Select the region formed by the sketch.

On the command bar, select the Through All extent option (1).

6-8

Constructing base features

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Creating subsequent features

Click the extrude handle.

Move cursor to point the arrow inward to remove material. Click when arrow direction is towards
the part.

The material is removed.

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6-9

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Remove additional material

Draw a sketch on face (1) and add dimensions as shown. Ensure that the center of the circle
aligns with the midpoint of the bottom edge.

Draw a horizontal line passing through the circle center as shown.

6-10

Constructing base features

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Creating subsequent features

Select the region as shown. Click the extrude handle. On the command bar, click the Through
Next option

spse01515

. Click when arrow direction points towards the part.

Constructing base features

6-11

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Create a circular cutout

Draw an 18 mm diameter circle concentric with the existing circle.

Select and accept the two regions bounded by the 18 mm diameter circle.
Note

Use QuickPick if needed to select the two regions. You build a select set by selecting the
first region and then, while holding down the Ctrl key, select an additional region.

Click the extrude handle.

On the command bar, click the Through Next option.

6-12

Constructing base features

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Creating subsequent features

When the direction arrow points towards the part, click to create the circular cutout.

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Constructing base features

6-13

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Create another cutout

6-14

Draw the sketch on face (1) and center the sketch on the bottom edge of face.

Constructing base features

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Creating subsequent features

Select the region.

Click the extrude handle and set the extent option to Through All on the command bar. Click
when the arrow points towards the part.

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Constructing base features

6-15

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Turn off all sketches and PMI, and press Ctrl+I to display an isometric view.

Save the file. You will continue working in it in another activity.

6-16

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Creating subsequent features

Summary
In this activity you learned how to remove material from a base feature. A sketch was created and
dimensioned. A region was selected representing the cross-sectional area to define the material
to be removed.

Activity: Add material to a base feature

Activity: Add material to a base feature

Overview
In this activity you will

Create the four feet of the vise by extruding four regions at once.

Create cutouts at the back of the vice and through the feet.

spse01515

Constructing base features

6-17

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Open an existing file

6-18

Open the file saved from the Activity: Remove material from a base feature.

Constructing base features

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Creating subsequent features

Add mounting flanges

On the bottom face of the part, sketch four mounting flange profiles.

spse01515

Constructing base features

6-19

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

6-20

Holding the Shift key, select the four regions shown.

Constructing base features

spse01515

Creating subsequent features

Select the up arrow to add material towards the top of the part. In the dynamic input box, type a
distance of 8 mm and press Enter.

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Constructing base features

6-21

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Create mounting holes

Sketch four circles of diameter 8 mm on each of the mounting flange faces. Place the circles
concentric with flange arc.

Select all four circles and remove material from the flanges.

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Creating subsequent features

Add circular cutouts

Sketch two 7 mm diameter circles on the face shown and add dimensions. To center the two
circles on the face, draw a line connecting the two circle centers. Change the line to a construction
element. Align the midpoint of construction line to the midpoint of the top edge on the face.

Select both circular regions. You may need to use QuickPick to select the regions.

Remove material at a depth of 16 mm.

spse01515

Constructing base features

6-23

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Click the left mouse button to finish.

Save and close this file.

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Creating subsequent features

Summary
In this activity you continued to apply techniques to add and remove material from a base feature.

spse01515

Constructing base features

6-25

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Using the feature construction commands

Solid Edge provides a feature-based modeling workflow. This workflow is where you select a feature
construction command first, such as Extrude, Hole, or Round, then the software guides you through
the rest of the process, letting you know what type of input you need to provide at each step.

The first step is to click the feature command. You can then use the command bar to define the
input required to complete the feature. PromptBar, at the bottom of the working area, also displays
prompts as to what you should do.
Command bar
The command bar for each feature command contains all the options available for the command.
You can select one of two configurations for the command bar:

6-26

Horizontal toolbar form: the command options are contained in a floating toolbar which resides in
the document view.

Constructing base features

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Creating subsequent features

Vertical docking window form: the command options are contained in a vertical window which
can be docked with other windows.

Note

You can choose the command bar configuration from Solid Edge OptionsHelpers
pageCommand User Interface. For more information: Customize Solid Edge options and
Helpers page (Solid Edge Options dialog box)
All options specific to the command are included in the command bar, and are generally organized in
the sequence you would use to complete the command. You can also use the command bar to go
back to a previous step, or to go to an optional step. Although feature construction is a sequential
process, you do not have to start all over again if you want to change something you did in an
earlier step.
Along with the command bar, the PromptBar will guide you as you complete the necessary command
options.
Construction and Reference Elements
You can use construction and reference elements to help you construct features. For example, when
constructing a hole feature, you can draw a construction line to help you position the hole properly.
You can use the Construction command to change a sketch element into a construction element, or
a construction element into a sketch element. Construction elements display using a different line
style than sketch elements.
Reference elements are planes and axes used to define sketch planes, extrude extents, and revolve
axes.

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6-27

Lesson
Creating
subsequent
features
Lesson
6: 6: Creating
subsequent
features

Lesson review
Answer the following questions:
1. For features on an existing body, what determines whether you are creating an extrusion or
a cutout?
2. Of the two workflows for creating a base feature, which one minimizes interaction with the
command bar and lets you work faster?
3. There are two command bar configurations available: horizontal and vertical. Where do you
choose the active configuration?

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Creating subsequent features

Lesson summary

Once a region exists, two workflows are available for creating a base feature: the selection
workflow (synchronous environment) and the creation workflow.

Surface shapes are directly tied to the curves defining those surfaces. Therefore, the control of
curves is crucial in modifying surface topology.

You can use construction and reference elements to help you construct features. For example,
when constructing a hole feature, you can draw a construction line to help you position the
hole properly. You can use the Construction command to change a sketch element into a
construction element. Reference elements are planes and axes used to define sketch planes,
extrude extents, and revolve axes.

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Constructing base features

6-29

Lesson 7: Model Dimensions

Once a solid model exists, you can fully dimension it as needed. You can define dimensions
necessary for manufacturing and other downstream functions directly to the model's edges and faces.
In fact, you do not have to create any dimensions in the 2D sketch at all. You can wait until a base
feature exists to perform all of the dimensioning work.

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7-1

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

Dimensioning the model

Solid Edge provides a unified set of dimensioning commands whether you're working with a 2D
sketch or placing dimensions on a 3D model. This single tool set simplifies your work, allowing you to
focus on the job at hand instead of hunting for a unique 2D or 3D command.

You can access dimensioning commands from the following tabs within Solid Edge.

Home

Sketching

Surfacing

PMI
Note

The PMI tab adds more dimensioning commands, as well as a full set of manufacturing
annotations.

The application of dimensions to a 3D model does not differ from placement on a 2D sketch. Since
this topic was already covered this in a previous lesson, we will not cover the individual types here.

7-2

Constructing base features

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Model Dimensions

Editing model dimensions

Dimensions attached to model edges are PMI dimensions. PMI dimensions are created indirectly
through sketch migration, and by directly adding them to the model. You can edit any dimensions
attached to synchronous feature edges to modify models. You can determine if a dimension can be
directly edited by its color. To learn about creating and editing PMI dimensions, see the Help topic,
PMI dimensions and annotations.
Model dimension editing tools
When you click dimension text, several model editing and selection tools are displayed:

Dimension value edit controls

Modify Dimension QuickBar

Live Rules

Changing model size

You can change the size of the model by changing the value of one or more PMI dimensions. For
example, when you select the dimension text for the 60 mm dimension (A), the dimension value edit
handle appears [(B)(C)]. The dimension value edit handle indicates how the model will react if you
type a new value for the dimension.

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7-3

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

Controlling what is changed

You can use the Lock button (A) on the Dimension Value Edit dialog box to ensure dimensions and
the model geometry they control remain unchanged when you edit other model dimensions.

For example, you can lock both of the 20 mm dimensions before you edit the 60 mm dimension.
Then, when you edit the 60 mm dimension to 70 mm, the 20 mm dimensions do not change.

PMI dimensions display using different colors depending on whether they are locked or unlocked.
Controlling the direction of change
When you highlight or select the dimension text on a 3D dimension, the dimension terminators
update to indicate which side of the model will change when you edit the value of the dimension. A
3D arrow (A) appears on the side of the model which will be modified, and a 3D sphere (B) appears
on the side of the model which remains stationary.

7-4

Constructing base features

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Model Dimensions

You can also use the options on the dialog box to control how the model reacts to a dimension
edit. Use the direction arrows to specify which side of the model is modified (A), and which side
remains stationary (B).

You can also drive a symmetric edit by selecting the symmetric arrow.

Controlling face selection with Live Rules

When you choose a dimension to edit, you can add or remove faces from the selection set by
changing the options in Live Rules. This controls how the model behaves when you modify it.
To learn more, see the Help topic, Working with Live Rules.

spse01515

Constructing base features

7-5

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

Activity: Dimension a model

Activity: Dimension a model

Overview
This activity demonstrates the process of applying dimensions to define and control a model.
Objectives
Use some of the dimensioning commands on an existing part.
In this activity you will:

Place linear and radial dimensions.

Modify these dimensions and observe how the model changes.

Use virtual vertices to define dimensions.

7-6

Constructing base features

spse01515

Model Dimensions

Open a file

Open jaw.par.

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7-7

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

Add dimensions to the model

Note

Place dimensions on the 3D part and use them to change the model size. You will learn that
dimensions can be placed at any time in the design cycle, and these dimensions control
the model.

In PathFinder, turn off the display of the Dimensions collector under PMI.

Place a diameter on the bore. Change the value to 20 mm and press the Enter key.

7-8

Constructing base features

spse01515

Model Dimensions

Place a radius dimension on the saddle surface and change the value to 25 mm.

Select Distance Between to place a dimension representing the overall height of the part.

On Command Bar, click the Lock Dimension Plane option

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Constructing base features

7-9

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

7-10

Use QuickPick to select the dimension plane shown.

Click edge (1) and then click edge (2).

Constructing base features

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Model Dimensions

Change the dimension value to 86 mm. Ensure that the direction arrow points upward.

Press the F3 key to unlock the dimension plane.

Press the F5 key to refresh the screen to clear the display of the dimension plane.

Save and close this file.

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Constructing base features

7-11

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

Dimension to intersection points

Open jaw_rounds.par. It is similar to the part in the previous activity. The file includes rounds.

Press Ctrl+F to change to a front view.

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Constructing base features

spse01515

Model Dimensions

Use PathFinder to hide the dimensions.

Place a Distance Between dimension from the bottom edge to the underside edge as shown
below. Change the value to 40 mm.

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7-13

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

While still in the Dimension Between command, select the round to dimension to the center of
the round.

Note

You can see that the dimension is attached to a virtual center of the round.

Place the dimension.

Save and close this file.

7-14

Constructing base features

spse01515

Model Dimensions

Summary
In this activity you placed dimensions on the 3D model. These dimensions can be used to control the
model shape. You also learned how to dimension to an intersection using a virtual vertex.

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Constructing base features

7-15

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

Sketch consumption and dimension migration

In synchronous part and sheet metal documents, you typically draw 2D sketch geometry for the
purpose of constructing features on a solid model. In a synchronous model, when you use sketch
elements to construct a feature, the sketch elements are consumed and the 2D dimensions you
placed on the sketch migrate to the appropriate edges on the solid body, whenever possible.
For more information, see the Sketch consumption and dimension migration topic in the Sketching
course (spse01510).

7-16

Constructing base features

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Model Dimensions

Lesson review
Answer the following questions:
1. What type of dimensions attach to the edges of a model?
2. What allows you to prevent change in a dimension when you are editing other dimensions in
a model?

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Constructing base features

7-17

Lesson
Model
Dimensions
Lesson
7: 7: Model
Dimensions

Lesson summary

You can define dimensions necessary for manufacturing and other downstream functions directly
to a model's edges and faces. In fact, you do not have to create any dimensions in the 2D sketch
at all. You can wait until a base feature exists to perform all of the dimensioning work.

Solid Edge provides a unified set of dimensioning commands whether you're working with a 2D
sketch or placing dimensions on a 3D model. This single tool set simplifies your work, allowing
you to focus on the job at hand instead of hunting for a unique 2D or 3D command.

PMI dimensions are created indirectly through sketch migration, and by directly adding them to
the model.

You can change the size of the model by changing the value of one or more PMI dimensions.

7-18

Constructing base features

spse01515

Lesson 8: Coordinate systems

In synchronous, a coordinate system is a set of planes and axes used to assign coordinates to
features, parts, and assemblies. You can also draw sketches on the principal planes associated with
a coordinate system.

There are two types of coordinate systems:

Base coordinate system

User-defined coordinate systems

When constructing synchronous parts, you typically use the principal planes of the base coordinate
system to draw 2D sketches in 3D space.
You can use a coordinate system to position a part in an assembly. You can measure distances
relative to a coordinate system with the Measure Distance and Measure Minimum Distance
commands. You can display and hide the base coordinate system. Coordinate systems are displayed
in the Coordinate System collection in PathFinder.

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8-1

Lesson
Coordinate
systems
Lesson
8: 8: Coordinate
systems

Base coordinate system

The Base coordinate system is displayed at the origin of a new part or assembly document. When
constructing synchronous parts, you typically use one of the principal planes of the base coordinate
system to draw a 2D sketch for the first feature of a new part. For example, you can draw the first
sketch for a new part on the principal XY plane of the base coordinate system. You can also place
dimensions and geometric relationships relative to the primary axes of the coordinate system.

User-defined coordinate systems

When you create a user-defined coordinate system, you can position the coordinate system relative
to model geometry, another coordinate system, or in empty space.
When placing a user-defined coordinate system, you can use the shortcut keys to control the
orientation of the coordinate system. When placing a coordinate system on a model face, the
coordinate system is positioned relative to linear edges on the face. For example, you can use the
N key to choose another model edge to orient the coordinate system. The valid shortcut keys are
displayed in PromptBar while you are placing the coordinate system.

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Coordinate systems

Activity: Model with a coordinate system

Activity: Model with a coordinate system

Overview
This activity demonstrates the process of creating features using a coordinate system.
Objectives
Create handle on a coffee cup using coordinate system.

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Constructing base features

8-3

Lesson
Coordinate
systems
Lesson
8: 8: Coordinate
systems

Open a part file

8-4

Open cup.par.

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Coordinate systems

Create a coordinate system

On the Home tabPlanes group, choose the Coordinate System command.

Place the coordinate system on the outside cylindrical surface of the cup. Do not be concerned
with exact location. Press the Esc key when it places.

Place a dimension between the coordinate systems X-axis and the edge on the top of cup.

Choose the Lock Dimension Plane option

Lock to the XY plane on the coordinate system on the cylindrical face.

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8-5

Lesson
Coordinate
systems
Lesson
8: 8: Coordinate
systems

Select the edge on the top of the cup.

Select the X axis on the coordinate system. Change the dimension value to 52 mm.

Press F3 to unlock the dimension plane and then F5 to clear its display.

8-6

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Coordinate systems

Create the handle

Draw a rectangle on the coordinate system's XZ plane. Press the N key until the (green) edge
shown on the plane highlights and then press the F3 key to lock to that plane.

On the View tabViews group, choose the Sketch View command. Add dimensions as shown.

Press F3 to unlock the sketch plane. Press Ctrl+I to return to the ISO view.

spse01515

Constructing base features

8-7

Lesson
Coordinate
systems
Lesson
8: 8: Coordinate
systems

Choose the Revolve command to generate the handle. Select the rectangle as the sketch.
Accept it and then select the coordinate system X-axis as the rotation axis. You may need to
use QuickPick to locate the X-axis.
Note

In QuickPick, the X-axis name is Edge (Coordinate System 3) - or similar.

On the command bar, clear the Create Live Section option

On the command bar, set the Symmetric option,

the Enter key.

Save the file.

8-8

Constructing base features

and type an angle of 183 degrees. Press

spse01515

Coordinate systems

Optional: Finish the cup

If you wish to aesthetically finish the handle, you can add rounds to the edges. First add a 5 mm
round to the handles four edges and then right-click. Add a 7 mm round to the two handle/cup
interface edges and then right-click.

Turn off the display of the coordinate system entry in the Coordinate Systems collector.

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Constructing base features

8-9

Lesson
Coordinate
systems
Lesson
8: 8: Coordinate
systems

8-10

Save and close this file.

Constructing base features

spse01515

Coordinate systems

Summary
In this activity you learned how to create a coordinate system to use to draw a sketch. The coordinate
system was positioned with dimensions.

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Constructing base features

8-11

Lesson
Coordinate
systems
Lesson
8: 8: Coordinate
systems

Lesson review
Answer the following questions:
1. What are the two types of coordinate systems?
2. You can locate which coordinate system type with respect to model geometry or another
coordinate system?

8-12

Constructing base features

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Coordinate systems

Lesson summary

When constructing synchronous parts, you typically use the principal planes of the base
coordinate system to draw 2D sketches in 3D space.

You can use a coordinate system to position a part in an assembly. You can measure distances
relative to a coordinate system with the Measure Distance and Measure Minimum Distance
commands. You can display and hide the base coordinate system. Coordinate systems are
displayed in the Coordinate System collection in PathFinder..

Pierce and silhouette points can assist in connecting curves to off-plane geometry.

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8-13

Lesson 9: Sets

The Extrude command creates a face set in PathFinder; these have names such as Protrusion
1. This set contains all faces of the protrusion.
The resulting set of faces may be used as input to other commands, and grouped by the user for
further selection.

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9-1

Lesson
Lesson
9: 9: Sets Sets

Working with user-defined sets

You use user-defined sets to group a set of features, faces, sketches, and other modeling elements
into one entry in the Synchronous portion of PathFinder. This can make it easier to manipulate the
set of elements when modifying the model. When you create a user-defined set, it is added to
the User-Defined Set collection in PathFinder.
For example, you can create a user-defined set that includes an extruded feature, two cutouts on the
extruded feature, and the round features between the extruded feature and the rest of the model.

You can then select the user-defined set in PathFinder and use the steering wheel to quickly move
the user-defined set to a new location.

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Sets

Note

User-defined sets are only available in the Synchronous portion of a model.

The following commands are available for working with user-defined sets:

Create User-Defined Set

Add to User-Defined Set

Dissolve User-Defined Set

Creating user-defined sets

You can create a user-defined set by selecting the elements you want in the set in PathFinder or
the graphics window. With the set of elements selected, you can use the Create User-Defined Set
command on the shortcut menu to create the set. You can use the Rename command on the shortcut
menu to rename the set to a more logical name.
The following element types can be included in a user-defined set:

Faces

Features

Complete sketches

User-defined reference planes

User-defined coordinate systems

PMI dimensions (only when another valid element is also selected)

Note

Some types of elements are not valid for adding to a user-defined set. If no valid elements are
in the select set, the Create User-Defined Set and Add to User-Defined Set commands are not
available. Also, these commands will not be available in the Ordered portion of the model.
Adding to an existing user-defined set
The Add to User-Defined Set command can be used to add new elements to an existing user-defined
set. When you select an element to add to an existing set, then click the Add to User-Defined Set
command on the shortcut menu, you are prompted to select an existing set to which you want to add
the new elements. You can then select the existing set in PathFinder.
Dissolving a user-defined set
The Dissolve User-Defined Set command can be used to dissolve or modify an existing set. When
you dissolve an existing set, the element set remains selected. You can then deselect the elements
you wanted to remove from the previous set, then use the Create User-Defined Set command to
create a new set that does not contain the deselected elements.

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9-3

Lesson
Lesson
9: 9: Sets Sets

Lesson review
Answer the following questions:
1. Are user-defined sets available in both Synchronous and Ordered portions of a model?
2. How do you delete a user-defined set?

9-4

Constructing base features

spse01515

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