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Solidworks Advanced Assembly Modeling 2009
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Solidworks Advanced Assembly Modeling 2009
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FSAE team reference y borrow this ma name date in the nual, but record book You ma Enter your IntercA0 yd. Unit 241 Sele Pace Freche Forest NSW 2086 interca: i Q ‘SolidWorksSolidWorks Student Survey ‘ In conjunction with your local reseller, we at Solid Works Corporation are continually striving to improve the quality of our training material, courses, and delivery, We know that the best way to gauge our progress. is to get direct feedback from you immediately after your training ‘experience. Completing the survey will take less than 3 minutes and will provide information that will help drive the direction of the course material and its presentation. ‘When you have completed the course through your local reseller please set your internet browser to the following URL: www.solidworks.com/tmsurvey. In the box labeled ‘Training Manual Serial Number, please enter 137960902-ENGO085 We appreciate your assistance in helping us to improve the overall educational experience that we deliver in conjunction with your reseller. David Pancoast Training Manager, SolidWorks Corporation 015600013796 PMTO902-ENGSolidWorks® 2009 Advanced Assembly Modeling Dassault Systémes SolidWorks Corporation 300 Baker Avenue Concord, Massachusetts 01742 USA(© 1995-2008, Dass Syatimes Dassault Systm Soli Works Corporation a Dass Symes 8A company. 300 Baker Avene ‘Concord, Mass D1742 USA AU Rights Reserved Us ts enogm cae ater sts asa SSH i a te oe CU eee hy Oar, eect Tent et Caer ew cope Seetontos an Sear eten ‘eneyiley tenses temtengy lene tore Segaerteancs are atmos "gate eet men it manner inerealart Sictoe mera rs arenes maaan oietiteatnt Spee ie ee ae Sen ri ei Secret ricotta ‘income taneence ‘nce ipeearers oon, heeirauevsaracee tenia talc ihekeer Enterprise PDM and SolidWorks 2009 are product rm ofDS Solos oxen, DWGacs, DGgnewny. Fete Plt, PhotoWerks, TlAnalyl and Cchangs Works se ttadmas ¢ DS Sold Wonks Features eistred adem of Ocometie Software Solatons Co, Lid Other ado rot names are wademark of ‘egiered nda offer especie bold. Document Number: PMTO902-ENG ‘COMMERCIAL. COMPUTER SOFTWARE - PROPRIETARY US Grenman Rie Ras Ue ton ‘oc dislonare byte goverment ie sub to ‘scons ht forth FAR 9227-19 (Commercial ‘Compu Sonar: Rear igs), DEARS {337°790 (Commercial Computer Stina an Commer Computer Savare Document), and Inte lense agreement a ppiabie Contractors ‘Dasa ysmes Soli Works Corporation 300 Baker ‘Ave, Concord, Massachsats O2702 USA, ‘orion of this ore © 190.2008 Siemens ‘Produc Lfeeycle Manageneat Stare I (GB) Li ‘©1998-2008 Geometric Software Soltons Co. Li, (© 1986-2008 mena images GmbH & Co. KG {© 1996-2008 MiroroR Corporation ‘side I Viewer Tecnology, © 1992-2008 Stellen ‘Chicago Sales, ne (© 2000-2008 Tech So 3D {© 19982008 3Dcomnexon, InelCAD Technology ‘Consortia, Independent JBEG Group. Al tights Reserve Porton ofthis software incorporate PhysX" by [NVIDIA 2006 2008, Potions ofthis ovate re copyrighted by an are the rope of UGS Comp 2008 Porton fhe sofare © 2001-2008 Luxoogy, Io A RightsReserved, Peis Pending ‘Copyright 1984-2008 Adobe Syst In. nd its Hccasors:Alighsreseve. Protected by US. Palen $92,866; 5 943,063; (6.289.364; 6363 802; 6,639,593; 6734382; Patents Adobe ne Ado logo, Acrobat the Ado PDF logo, Distr and Rear ae repstere adem ‘radenars of Adobe Syste ne, tribe US. ‘ee cones For ore copyright infermat in Shirk st Help About ‘Other portions of SliWorks 2009 are Hicensed rom DSSofaWonts heensor AID Righs ReservedSolidWorks 2009 Training Manual Table of Contents Introduction About This Course . 3 Prerequisites 3 ‘Course Design Philosophy 3 Using this Book 3 About the Training Files. 4 Windows xP 4 Conventions Used ir this Book 5 Use of Color 5 Graphics and Graphies Cards 6 Color Schemes 7 6 Lesson 1: ‘Top-Down Assembly Modeling ‘Top-Down Assembly Modeling... 9 Stages in the Process. . 9 Building Virtual Parts : 10 ANote of Caution... 10 ‘Adding a New Part ito an Assembly. n Resulis of Insert, Component, New Patt in Edit Component u Internal Parts R Appearance of Components While Editing 1B How Transparency Affects Selecting Geometry 4 Building Parts in an Assombly 15 ‘Common Tools 15SolWorks 2009 Training Manual ‘Assembly Features Hole Series : ‘Time-Dependent Features, ‘Types of Time-Dependent Features In-Contoxt Features... ++. ‘Working Outside the Assembly Hole Series with ar Existing Hole Creating Revolved Pats Propagating Changes ‘Smart Fasteners, Fastener Defaults ‘Adding Fasteners with Holes Hole Series Compenents. ‘Changes to Existing Fasteners Saving Internal Parts as External InPlace Mates External References ‘Out of Context Patting a Part Back Into Context [Breaking Extemal References Breaking and Locking External References. External Reference Report Removing Extemal References. ‘Why Remove Extenal References? Editing the Features Using Parts with Broken References Exercise |: Top-Down Assembly Modeling Exercise 2: In-content Feature, Exercise 3: Level Assanbly Exercise 4: 3D Sketches in & Top-Down Assembly. Exercise 5: The Hole Wizard and Smart Fasteners Lesson 2: Advanced Mate Techniques ‘Advanced Mates Key Topies Mate Capabilities Design Library ‘Mate References Smart Components “Mates from Within the Assembly. ‘Adding Mate References Primary, Sevondary, and Tertiary References Special Case of Mete Reference Design Library Parts ‘Capture Mate References 6 0 20 20 2B 25 7 28 2» 31 31 32 3 1 35 36‘SolaWorks 2009 Training Manual Create Property Manager ‘Configueed Items Creating the Property Manager Using the PropertyManager ‘Smart Components...» 4 Create the Defining Assembly ‘Make Smart Component Inserting the Smart Component Inserting Smart Features Using Multiple Features Using Auto Size ‘Advanced and Mechanisal Mate Types ‘Advanced Mate Tyes Mechanical Mate Types Analysis Tab: The Belt/ Chain Assembly Feature Rack Pinion Mate ‘Summary: Inserting and Mating Components Inserting the First Component Inserting Additional Components Inserting and Mating Simultaneously. Mating Existing Components ‘Multiple Mate Mode_ Using Copy with Mates Copy with Mates vs Patterns Mate Options. Investigating the Mates Exercise 6: Mates and Animation Exercise 7: Using Copy With Mates. [Exercise 8: Using Create Property Manager, Exercise 9: Smart Comonents 1 [Exercise 10: Smart Components 2 Exercise L1: Gear Mates Losson 3: Using Configurations with Assemblies Using Configurations with Assemblies Stages inthe Process Terminology Review Component Patterns Configuration Properties. Using Configure Component Creating Configurations Manually Using Design Tables wit Assemblies ey 127 ie) 130 132 133 14 136Lesson 4: SolidWor Understanding Design Tables. Controlling Part Components Controlling Assembly Features and Mates. Specifying Components Comments and Other Headers Inserting Components “On the Fly” Manipulating the Design Table. ‘Adding Configurations tothe Design Table. Bi-directional Changes Information fom an Assembly. Exereise 12: Component Paterning Exercise 13: Using Medify Configurations Exercise 4: Simple Assembly Design Tables Exereise 15: Assembly Design Tables Exercise 16: Configurations to Design Table. - Display States and Appearances Display States. Stored Display Staes Display States vs, Configurations Display Pane Display Pane Icons Bulk Selection Tools ‘Adding Display States Renaming Display States Copying a Display State. ‘Configurations and Display States Linked Display States Advanced Select... Envelopes Appearances, Materials and Scenes . “Appearances Ment Drag and Drop Appearance - Using RealView Graphies Changing Seenes. Adjusting Texture Maps Materials Exercise 17: Configurstions and Display States. Exercise 18: Display Sates, Appearances and Materials 2009 Training Manual 138 18 138 139 2139 140 "140 142 143 145, 149 1150 191SolidWorks 2009 Training Man Lesson 5: Assembly Editing Assembly Fulting Key Topies aitng Activities Design Changes Finding and Repaiting Problems Information From ax Assembly Converting Parts and Assemblies Parts into Assemblies Assemblies into Pats Paris into Parts Replacing Parts with Assemblies Replacing and Modifying Components ‘Working in a Multiuser Environment Replacing @ Single instance Troubleshooting an Assembly. ‘Mate Errors. Replace Mate Entities. (Over Defined Mates and Components MateXpert. Replacing Components Using Save As Mirroring Components Mirroring or Copying loading Compones. Hole Alignment Controlling Dimensions in an Assembly Link Values: ‘Assembly Equations Dimension Names in an Assembly. ‘Adding Equations .. Equation Sensors . Dimension. Exereise 19: Assembly Errors. Exercise 20: Assembly Features. [Exercise 21: Sensors axl Assembly Equations Exercise 22: Mirror Component 195 200 229 234 237Lesson 6: SolaWorks 2009 Training Manual Layout-based Assembly Design Lesson 7: Large Assemblies Layout-based Assembly Design. Key Topics The Layout Blocks Using Local Blocks. Creating a Block Mechanical Motion with Blocks. Saving a Block. Inserting Blocks Editing Blocks, Exploding Blocks ‘Testing with the Motio Manager Creating a Part from a Block ‘Using Existing Blocks Exercise 23: Stick Blocks Exercise 24: Inserting Blocks. Exercise 25: Making Blocks. Exercise 26: Belts and Traction Large Assemblies Key Topics Lightweight Componeats - Creating Lightweight Components, After the Assembly is Open Best Practice ...... ‘Comparison of Component States Large Assembly Mode : Selective Open with Hide ‘Why use Selective Open? ‘Using Quick View / Selective Open Indicators of Lightweight Stat. Unloading Hidden Components Scroll Selected Item into View. Using SpeedPale Including Faces. Quick Include ‘Using Configurations with Large Assemblies Suppressing Components . Simplified Configuations. Advanced Open 2a 241 241 2a 242 245 247 250 250 251 252 £259 263 265 267 269 7 215 215 216 276 2 2” 278 279 280 280 281 283 1287 288 289 289 291 291 291 292‘SolidWorks 2009 Training Manual Modifying the Structureof an Assembly... 293 Dissolving a Sub-assembly. ar Creating a New Sub-assembly with Components. 293 Promoting and Demoting Components, . 293 Using Folders 296 Subsassembly Solving... oe 296 ‘Tips for Faster Assemblies : 297 Mate Considerations........s0cccsscsess 300 Drawing Considerations E301 SolidWorks Explorer. 302 Window Layout 302 Operations, 303 File Management Options. : 304 Using SolidWarks Fxploner 308 Renaming Components : 306 ‘Where Used, 307 Pack and Go i 308 Exercise 27: Large Assemblies with Display States and SpeedPak. 311 Exercise 28: Using Solid Works Explore, 314 Exercise 29: Flexible Sub-assemblies, ae Exercise 30: Working with Sub-assemblies. 321 Exercise 31: Simplified Configurations 304 Lesson 8: The MotionManager MotionManager coc 381 Types of Animations. 331 MotionManager Window od Components 332 Toolbar See 332 Filters 333 Key Points, : 333 Change bars. 2333 Using the Animation Wizaed 3a Rotate ee Explode. : 335 Collapse ee Heeree 337 Free Motion. 337 Move Component : : 337 Rotate Component 337 Triad : co 338 Using Move and Ratate Set Reverse Path 340 Drag Motion 340 Recording Animations 3a vivu SolidWorks 2009 Training Manual Motors and Motion ‘Working with Motion Studies Saving Motion Objects Visual Properties. Place Key Interpolation Modes View Orientation States Using Motion Objet inte Design vibary Basie Motion, ‘Simulation Elements Using Physical Dynanies Examples ‘Tips for Working With Physical Dynamics Exercise 32: The Anination Wizard and Visual Propertos Exercise 33: Using Motors. Exereise 34: Using Basie Motion | Exercise 35: Using Basie Motion 2. 348 343 MMs 347 347 349 351 353 354 355 357 358 359SoliWorks 2009 Training Manual IntroductionIntroduction SollaWorks 2008 Training ManualSolidWorks 2009 Training Manual Introduction About This Course Prerequisites Course Length Course bs Philosophy n Using this Book [About This Course The goal ofthis course iso teach you how to utilize the assembly modeling capabilities of SolidWorks mechanical design automation software. Specifically = Create an animation using the MotionManager. 1m Top-down ot in-context assembly modeling Use standard, advanced and mechanical mate types. Create component pattems in assemblies, (Create configuration of assemblies. Use design tables in assemblies. Manage assemblies using Solid Works Expforet Find and fix errors in assemblies. (Query assemblies and obtain information about them, Use layout-based design to create a sketched assembly that can be converted to a true component assembly. Create variations of appearances with display states, ‘a Use display states, configurations and other techniques to make ‘working with large essemblies more efficient. “The tools for working with assemblies in SolidWorks 2009 are quite robust and feature rich, During this course, we will cover many of the ‘commands and options in great detail. However, itis impractical to cover every minute detail and stil have the eourse be # reasonable Tength. Therefore, the focus of this couse is on the skills, tls, and concepts central to successfully working with assemblies. You should view the waining course manual asa supplement to, nota replacement for, the system documertation and on-line help. Once you have developed a good foundation inthe skills covered in this course, you can refer to the on-line help for information on less frequently used command options. ‘Students attending this course are expected to have the following = Mechanical design experience. ‘Completed the course SolidWorks Essentials. ‘= Experience with the Windows™ operating system, The recommended minimum length ofthis course is 2 days. “This cours is designed around a process- or task-based approach to training. Rather than focus on individual features and functions, a process-based training course emphasizes the processes nd procedures you follow to complete particular task, By utilizing case studies to illustrate these processes, you lear the necessary commands, options and menus inthe context of completing a design task ‘This taining manual i intended tobe used in a classroom environment under the guidance of an experienced SolidWorks instructor. It is not intended tobe a self-paced tutorial The examples and case studies are
) remain. The arow $$ eects indicates thot the part contains External sbaseus > References, references to geometry ios ‘outside the part itself. phi ‘nPlace Matos Roplacing InPlace Mates. Deleting InPlace Mates The InPlaoe mates creited automatically for in-context parts are there {o prevent movement ofthe part. This is because the in-eunient pa is attached to geometry of parts inthe assembly through external references, references tat cross between parts a the assembly level Changing the location of te part can cause changes to the geometry that may not be desired. The effect of external references are explained in the next section, External References on page 37. The preferred method of removing them from parts is explained in Removing External References on page 41 InPlace mates can be removed using Delete, andthe part can be r= ‘mated using standard rate techniques, optionally leaving a degree of fieedom for movement, Generally this works best if the face selected {or the InPisce mate isperpendicular fo the direction of motion. ‘When you delete an InPlace mate, a warning message appears after the confirmation dialog: ‘The base sketch of the part looated by the InPlace mate ‘contains references to other entities in the assembly. These ‘references may updste in unexpected ways after this mate is deleted, because the part will no longer be positioned relative to the assembly. Would you like to remove these references ‘now? Gio geometry will be deleted.) I you click No, the InFlace mate is removed and the relations remain, ‘including the extemal referenced Saving Internal Parts as Extorn‘SolidWorks 2009 Training Manual Lesson 4 External References Out of Context ‘Tap Down Aarombly Nose Ifyou click Yes, the InPlace mate is removed and all externally referenced ‘lations are removed, ‘These options ean be weil with Removing External References on page 41 ry Extornal References cre used to create and maintain relations| ‘between parts atthe assembly level. They are commonly sketch relations, but they can cIso be ereated as sketch planes or other ‘geometrie features. When they are working properly, extemal references are considered in- context. When they camot work properly they are considered out of context and eannot update properly. ‘The Jaw_Plate was modeled inthe context of the assembly. It is able 1o-work properly and change through propagation of changes only ‘while the assembly is open, We will display this behavior in this section, Close the assembly. Close the assembly and parts, saving all changes. ‘Open the Jaw: Plate Sree Because the assembly isnot open, the aoe Saw_Plato is out ofeoxtext. Therefore, any rene ‘hanges othe Base are notable to propagate Sie tothe Jaw_Plate, Changes tothe Base hae propagate through the essembly to the Sif ere rennet ‘aw_Plate. The assembly must be open for this fo occur, Look at the external reference symbols. You will see the notation >?" appended to many ofthe features and sketches, The ? indicates thatthe ‘extemal reference is out of context Extomal ReferencesLesson 4 SolidWorks 2009 Training Manual {3p Bow Sarembly Mosetng Putting a Part ‘To put an out-of-contest part back into context, open the externally Back Into Context referenced document, There isan easy way to do this, Introducing: Edit In Context automatically opens the document that is referenced Edit in Contoxt by an extemal referencs. Tis is quite atime saver because you do not ‘Where to Find It hhave to query the feature to identify the referenced file, browse to locate it, and then open it manually. = Right-click a feature with an extemal reference, and select Eat n Context fram the shorteut ment. 2. Ealtin context. Sess Righcelickeither feature with an extemal itn reference and select Edtin Contant. The Smt assembly sacleted bythe reference and Sse opens The references ere back incontext, Lowe 2S mntncntem 2 Breaking External References Breaking and Locking External References Lock All ‘The extemal references established by creating pats and features in- context remain with the par. Changes to the part will appear ‘everywhere that the pat is used; assemblies and drawings. By the same token, changes to pars that it references will also cause it to change. ‘The flow of changes canbe stopped temporarily or permanently using. the Lock/Unlock and Ereak options [you want to reuse the n-context part in another assembly, or use it as ‘the starting point for a similar design or apply motion, you should remove the external refzrences. By eopying and editing the in-context prt, you can create a dplicate part that isnot tied tothe assembly. ‘When the List External References dialog is active, there are options available to Lock Alo: Break All references, These options allow you {o change the relationstp between the in-context part and referenced files The Lock All button is use 10 lock or fveze the references until they are unlocked at a later date using Unlock All. These changes are reversible aller OK is cicked. Until the references are unlocked, changes will nt propagate tothe par. ‘When Lock All is selecied, SolidWorks displays a message: Allexternal referenoss of the model “Jaw Plate” willbe locked, ‘You will not be able to add any now external referenogs until, ‘you unlock the existing referenoes. Breaking External ReferencesSolewWorks 2009 Tr ining Manual Lesson 4 Top-Down Assembly oaeing ‘The FeatureManager design toe list the locked references with “>*" symbols. Using Unlock al ate will restore the >? symbols. [No additional extemal references can be created while the partis in the “locked” state, Broak All ‘The Break All button is used to break all references with the controlling files. licking the button launches a message that indicates the change is nor reversible after OK is clicked. ‘When Break Alls selected, SolidWorks displays a message: Allexternal references of the model “Jaw Plato” willbe ‘broken. You will not be able to activate these references again, ‘The FeatureManager design tree lists the broken references with “>e" symbols. Changes will o longer propagate to the par. ‘Once the references are broken, they ean only be listed using the List Broken References check box in the List External Referenc dialog. Important Broak All does not remove the external references. It simply breaks them, and once broken, they can never be fixed. Because Break All is imreversible, you should use Leck Allin almost all situations ‘To learn how to removeexternal references, see Removing External References stating on yage 41 4 List External References. ‘One way to determine whether the Feature or the sketch (or both) have extemal references ist ist them. Right-click the Sliding Jaw ‘component inthe FeatureManager design tre, and select List External Rofs... The dialog below appears. Breaking Extornal Referen:Lesson 4 TpBewm Assembly Medel External Reference Report SolisWorks 2009 Training Manual ‘This dialog lst the folowing information: ‘= Assembly —Theassembly in which the external reference was created ‘= Feature — Fach feature or sketch in the mode! that contains an ‘extemal reference ‘= Data — What typeof relation or selection was mace to create the ‘extemal reference = Status — Whether the feature is in or out of content = Referenced Entity — The name of the selected edge, face, plane ‘or loop used to gensrate the extemal reference, The syntax also Fists the pat in which tte entity exists. Sthoustte Bago of motor<1> ‘means that its an edge inthe frst instance ofthe motor ‘component. 1 Foaturo'e Component The component in which the external reference exits Inthis cas, there are many extemal references Lock All Click the Lock All button and click OK. The Status changes to Locked forthe feature. Te locked extemal reference is indicated in the FeatureManager design tee by >" Unlock, Click the Unlock All btton to return to the normal setting. Breaking External ReferencesSolidWorks 2009 Training Manual Lesson 4 Removing External References Why Remove External References? Procedure Tp TopOamn Assen aelng _Do not confuse the conmand List External References with File, Find References. In apart document, the command File, Find References only lists tie name of externally referenced documents, if they exist It does not provide feature, data, status, entity, or component information. For example, File, Find References would tll you this: ‘© The referenced part document fora part created using Base Part or Mirror Part 14 The assembly document for any part with in-context references ‘This includes a par created using Derive Component Part, oF 3 part that has a cavity or join feature, a apart that has been edited in the context of an assembly to reference the geometry of other ‘components ‘Options like Lock All are useful to interrupt the flow of changes to an in-contest par, but the 2est way to stop the changes permanently isto use File, Save As with the Save As Copy option to copy the part and remove the references. When parts are built incontext, ike the Sliding. daxy, they contain references. If mates are removed or in-context pats are used in other assemblies (out of context), unexpected changes could oceur. Here are some reasons why you might remove extemal references. | Component Movement ‘The InPlace mate prevents movement and although it ean be removed, the features remain in-context, = Re-use of Data Component parts can generally be used in multiple assemblies. Ifa part contains in-comrext references, they must be removed prior to Dut of context use, In this section, the extemal references will be removed from a copy of the part so that it ean be changed asa totaly independent part, and potentially used in another, unrelated assembly, without any effect on the original assembly. Another way to prevent changes i to save the part file to another format such as IGES or STEP. Opening that neutral file in Solid Works creates an imported solid without features that cannot be easily changed. Removing External References “1Lesson 4 SolidWorks 2009 Training Manual Tap Down Assen oaeing 1. Save copy of the Sliding Jaw. Open the Siding. slaw part by right-clicking on it and seleting Open Part. Click File, Save As, The message box tells you that Save As will replace the original docusneat with the new one in the assembly, while Save as copy will not Note This dialog appears only when the referenced document (the assembly) is open, 2. Save as copy. Save a copy ofthe partas Froa sliding Jaw. Make sure to check the Save as copy option. Click Save. 3 Derived Features. Save and close the current doenments and open ‘ree_sliding Jaw. Look atthe FeatureManager design tree to check for external references. You will see the notation >?" eppended to many of the features and sketches, cenoting an external reference that is out oF context. In this eas, the Save as copy has broken the update capability ofthe part but the features remain in referenced sate In order to “free this par, each of the flagged features and sketches rust be edited to remove the reference and ave the ability to change independently. Note thet in some cases, aly the sketch is derived, not the feature itself. In these eases, both the sketch and the related feature will display the marker Editing the Wisall wel and good thatthe extemal references are Features not active through the copy. However, what happens ‘when we want to change the dimensions of the features in the Free Sliding Jaw? For example, there are no dimensions which define the size ofthe base feature, How can we change the Free sliding Jaw? {Al features that contain the “>2" symbol can be edited to change the wey in which the geometry is constrained, ‘Although the relationships have been broken, the geomety is still, ‘reated using part referanees. These references can be removed by editing of sketches and features in the part which has the effect of changing the design intent ofthe features. a Removing External References‘SoliaWorks 2009 Training Manual Lesson 1 Tep-ownAssombly Moatng ‘Starting with the last feuture fest andl working up the design tree prevents the part from becoming Disjoint, meaning thatthe solid has Features that are not in contact with each other. The features will be ‘worked in this order: ‘Tapped Hole! Cub Eextrude! Extrude? Extrudel Strategies for Different features require different approaches. Here are some common Foaturos types: '& Sketch Relations - Remove external references in sketch relations| and dimensions by deleting them with Display/Delete Relations. Replace them mantally oF by using Fully Define Sketch. f& Skatch Planes - Replace sketch planes referencing external ‘geometry using Ealt Sketch Plane. = Extrusions - Fxtruled features that use Up To Surface or Offset From Surface are replaced with Blind using the same distance, = Assombly Features - The nature of assembly features is that they exis in the assembiy and cannot be easily transferred tothe part level. The best approach is to copy as much ofthe geometry as possible locally and then delete the assembly feature. 4. Sketches ‘Sketches are often the primary souree of external references. If any sketch in a feature has an extemal reference that feature will receive the marker (>). Type si inthe filter to view all the sketches inthe prt. 5 Assembly feature. “The last feature in the list isan Assembly Feature created through a Hole Series. Since we cannot transfer an assembly feature, we will re create it. Show the sketch Sketch6>?derived under the Tapped, Hole! feature Removing External References aLesson 1 Tepbown Assy Modeling SolidWor 2009 Training Manual Hole Wizard. Using the face shown, start the Hole Wizard and place the locations centered on the existing holes. Create an Mx0.8 Tapped Hole using ‘Through All Edit sketch, it the sketch ofthe new hole feature and eck Display/Delete Relations. Search for External references and click Delete Al Fully define the sketes. = ‘Ad relations and ‘dimensions to fly define the sketch as shown, Delets. "Now that the “copy” has been created and all references tothe original removed, Delete the original Tapped Hole feature Removing External References fSolidWor 2009 Training Geometry From Offeet and Convert 10 " 2 Manual Lesson 1 Top-Down Aasembly Mong Geometry created by Convert Entities or Offset Entities base their location and orientation strictly on the edges being referenced. When, the Offset or On Edgerelations are removed, the geometry does not contain other relations such as tangeney, horizontal, vertical or collineas Ezlt sketch. [Edit Sketeh® ffom theCut-xteudel feature. The sketch contains an offset. Dolete the offset dimension. ‘A message appears: Deleting the offset dimension will remove the offset relations from the eketch geometry. Do you want to continue? Click Yes. Dimension. ow. ‘Add a dimension and a ‘concentric relation to fully define the sketch. Delete All and Fully Define Sketch Another method for dealing with relations is to use Delote All followed. by Fully Define Sketch, Delete All removes all relations in the sketch and Fully Define Sketch adds back relations and dimensions that ean ‘he inferred due tothe position ofthe geometry relative tothe origin. Removing External References 4Lesson 4 SolidWorks 2009 Training Manual Tgp Bown Assembly Modeling 13. Edit sketch. ult Skoteh® of Bxtrude2. Using Display/Delote Relations delete all elations. Click Fully Define Sketch ] with Relations and Dimensions checked, as 14 Edit dimensions. Although the sketch is fly defined, there are some changes to be made. Delete, drag and change dimensions and geometry to get the ‘result shown, Exit the scetc, 6 Removing External Referoncos.Works 200 Teinng Man Lesson : ‘Top-Down Assembly Modeling 15 Fully Define Sketch. EditSketohl ofthe (Yo extrude! feature and jansenavaa delete all the relations. | Sitemmnann | ‘Adda centerine from the midpoint ofthe lower line as shown, Right- click Fully Define ‘Sketch and set the options 16 Under defined. ‘A message appears to say that the sketch is not fully defined. This is due to the fact thatthe ‘geometry isnot related or dimensioned tothe sketch origin. Click OK to dismiss the message. Removing External References aLesson 1 SolidWorks 2009 Training Manual Tap Dow Aazombly Madetng 17 Fully define. 7 Show the origins using View, Ori Drag the endl asa the origin as shown, Exit the sketch, 1 i 18 Close i ‘The part is now free fff | i of external reference % ifn symbols, al, Close the fies and LL f save the chung Using Parts with _Atler extemal refereness have been removed, the components ean be Broken ‘used in other assemblies without concerns of unexpected updates. References 419 Open the existing assembly Free Machine Vise, It contains all the “free” components already mated for movement, including ‘one similar fo the Free Sliding Jaw that was just complete, e Removing External ReferencesSolidWorks 2009 Training Manual Lesson 4 Note Top Daim Aesemby oceling 20 Serow mate, Click Mate (9) and Mechanical Mates. Click the Serew 0 0.5 Revolutions/mm. Select the eylindreal face ofthe ¥Fr00_Vise_ Serer and the intemal cylindrical face ofthe Base using Select Other. Click OK. Drag the Free Vise. Serew to open or close the vise. Asan alternative, use the MotionManager with a Motor @ to create an animation. For more information on mates, see Mechanical Mate Types on page 92 21 Save and close the file Romoving Extoral References °Lesson 1 Top Bom Assembly odeling 50 SolidWorks 2009 Training Manual Removing Extemal ReferencesSolidWorks 2009 Training Manual Exercise 1: Top-Down Assembly ‘Modeling Design intent Part Design Saving the ‘Component Exercise 4 (Create this part by using existing ‘2eometty in the assembly TOP DOWN ABBY. ‘This lab uses the following skills: = Top-Down Assembly Modeling on page 7. 18 Building Virtual Parts on page 1. ‘= Common Tools on page 15, ‘= Saving Internal Pars as External on page 35. Ussits: men “The design intent for this partis. as follows: 1. Cover Plate must rlat to inner contour of Main Body, 2. Cover Plate must relate to OD on Ratehet. 3. Cover Plate must relate to OD on Wheel Use the following grapties with the design intent to determine the shape and relationships within the part. The clearances are: Cover Plate fo Main Body ~ 0.20mm. Cover Plate to Ratchet = 0.0mm Cover Plate to Wheel = 010mm 010 010 0.20 =f Save the Cover Plates an extemal file using the same name.Exercise In-context Features Note Design Intent Part Design 2 SolidWorks 2009 Training Manual Ada these in-context features using the information and j dimensions provided. This lab reinforces the followirg skills = Edit Component on page U1 = In-Conters Features on age 23. Units: mm ‘The Pipe component is already properly positioned inthe assembly. However, there is no coresponding flange on the OM Pan, Your tsk is to model the flange hoes as in-context Features, ‘The design intent for this assembly and its part i as follows: |. The flange on the Pipe is used to create the extruded shape ofthe corresponding flange on the Of Pan. Use 3° of drat. 2. ‘The fillet radius is 2mm. 3. The holes forthe bolts and pipe passthrough the flange and the all thickness onthe O11 Pan, ‘Two component parts make up the Oll Pan Asay assembly. Use Edit Component to acd fetures tothe O11 Pan in context using geometry. ‘The features are used to form the pipe connection. ‘The Oi Pan Asay is found in the folder named InContextReetures. Exercise 2SolWorks 2009 Training Manual Exercise 3: Level Assembly Design Intent Part Design Exercise 3 (Create this assembly using the — information and dimensions rast provided. Add new pats top down 7 aan ais oe the towing te Sia i ee ‘on page 9. ‘CYLINDER, & Hole Series on page 17 = Smart Fasteners on page 31 Units: mm LEVEL (euro) “The design intent for this assembly and its parts is as follows: |. The GLASS CYLINDER is placed within the cutout in the LEVEL, tangent to the bottom and centered 2, ‘The TOP COVER camponent fits tightly into the top ofthe LEVEE. part. Is top is flush vith the top ofthe LEVEL part. 3. The countersink holes are added to the LEVEE. and TOP COVER. Three component parts make up this new assembly. The LEVEL is provided; use Make Assembly from Part to ercate the new assembly based on the LEVEL, The TOP COVER willbe built in context. The GLASS CYLINDER car be built outside the assembly. ean, PARTON on, 2 for cover 0 3 bus canbe r “4 fsA7M. 2.0430 hype Gon Rocarod Fs —10N | 2 ee Fasteners are added afte the pars 3SollaWorks 2009 Training Manual ‘The TOP COVER isa plate witha rounded sight hole certered on the | plate. The two countestnk holes, fo through the TOP COVER and var, fiat Head Meachise Soren The GLASS CYLINDER is a simple cylinder that can be created outside of the assembly and dragged in. 5 Exercise 3‘SolidWorks 2009 Training Manual Exercise 4: 3D Sketches a Top-Down Assembly Procedure Exercise 4 Use an existing assemb y to provide locations for an in context part The part i created using a 3D Sketch. ‘This lab reinforees the following skills: = Building Virtual Parts on page 10. wm Adding a New Partin an ‘Assembly on page I Units: mm ‘This exercise requires the use of 3D ‘Sketching ina top down { environment. Ifyou are unfamiliar ‘with this topic, this lab recommended, Use the following procedure: Open an existing assembly named ‘TDSDSk.sldasm. ‘This assembly contains the Radiator and thermostat housing components, oriented as shown, Insert new part. Insert anew part with units mm named Upper Hose into the acsembly. Select. the Top reference plane. An Inplace ‘mate is erated and youre ready to sketch. ‘Model units should be set to mm. @ Exit the 20 sketch ‘To create the path forthe Upper Hose, we will need a 3D sketch 5s‘SolidWorks 2009 Training Mam 4 3D Sketch. 5 Sketch normal to face. Hold down Ctrl and select the top face of the flange and begin sketching, Use Tab to switch planes until youate sketching along the Z direction, normal tthe face. 6 Rolations between the sketch and the thermostat housing. ‘Add relations to define the position ofthe line = Concentric between the inner face of the cut andthe line On Plano between he endpoint ofthe line and the top face ofthe ange we | Start a new 8D Skotch in the part. ‘Add lines inthe rienttions shown, ‘ @ Exercise $SolidWorks 2009 Training Manual 7. Relations between the sketch and the Radiator. ‘Add similar relations between the line and the radiator at the other end of the sketch, a {8 Relations between lines. ‘Add a Merge Points rciation between the open endpoints in the sketch = ‘Create a dimension that measures the length ofthe frst line from the Radiator, Set the ‘value to 100mm. 9 Filleting. i ‘Add three 75mm fillets The 3D sketch is complete. 40 Exit tho sketch. Exercise 4 7SolidWorks 2009 Training Man ‘11 Sweep section. Create a plane atthe erd ofthe 3D, sketch, Convert the edge ofthe outlet pipe of the radiator. Ths willbe the inside diameter ofthe hose. Exit the sketch 12 Sweep feature. Sweep a base feature using the Thin Feature option. Sethe ‘Thickness to 3mm to the ouside ofthe profile 18 Close. Save and close the assembly. Exercise 4SolidWorks 2009 Training Man Exercise 5: The Hole Wizard and Smart Fasteners. Procedure Exercise § ‘Use the Hole Wizaral atthe assembly level to create Assembly Features and Hole Series, ‘Addi the matching hardware using Smart Fasteners. ‘This lab uses the following skills: Assembly Features on page 16. Hole Series on page 17 Smart Fasteners on page 31 Units: mm Use the following procedure: Existing assembly. ‘Open the existing assembly Bassy, located in the folder ‘SmFastenorab, ‘Smart Fasteners. Use Smart Fasteners to add hardware tothe existing holes in the "TBroundoover and TErearoover components. 1M Pan Head Cross ‘an Phan Whore Narow engin imLocations 60 ‘SolidWorks 2008 Training Manual 3 Hole Series. Use Holes Series and Smart Fasteners to add holes and hardware as shown, us cao Hole Pan Head Cross Serew ‘nn Pin Wer Now Use these locations for Hole Series holes. 4 Save and close the assembly. Exercise 5SolisWorks 2009 Training Manual Lesson 2 Advanced Mate Techniques ‘Upon successful completion ofthis lesson, you willbe able to: Uilize shorteus for mating components, Apply a mate reference and use it for efficient assembly. (Create a custom property manager for apart Create and use Smart Components, Use various advanced mate types,NEESER act SolidWorks 2009 Training ManualSolidWorks 2009 Training Manual Lesson 2 Advanced Mates Key Topics Mate Capabilities Design Library Mate References, ‘Smart Components, Advanced Mates ‘Advanced ate Techies Mating is one of the mest important pieces of assembly modeling SolidWorks has many avanced tools to make mating easier and faster. ‘The following are some ofthe tops that willbe covered in this lesson: ‘Mating shortcuts [As the assembly is being put together, there are important time savers for adding and mating components. = Mate References = Design Library = Smart Components ‘The Mate tool is used to create all the types cof mates between components, removing some or all oftheir degrees of freedom. To {ereate the two most common types of mates, Concentric and Coincident, there are shortcuts, Advanced mate features and mating shorteuts allow you to create multiple mates dynamically as you add components tothe assembly. ‘They can ereate mates cf all types and are easy and fast. They can be used from an open part document or from within the assembly, Aaditionally, from within the Move Component dialog, mates can be added by using the SmartMate © bution to combine move and mate ‘capabilities in the assem ly. Depending onthe entity selected, mates of many types can be added ‘The Dosign Library isa storage ares for commonly used parts, features, and even asserblies. SolidWorks comes supplied with many ‘of these, but you ean add your own as well ‘A Mate Reference canbe added toa pat so that a mate an be used on the fly when dragging and dropping part from Windows Explorer ot the Design Library pane. ‘Smart Components ats pre-configured parts that bring with them associated features and 2omponents upon insertion into an assembly. ‘We will ereate a Smart Component consisting ofthe base (Smart) ‘component, a secondary reference part, and a feature tobe added to 8 pre-existing part in the assembly.Lesson 2 SolWorks 2009 Training Manual ‘anette Technique ‘Open the assembly Mates {rom the folder Matos, This assembly contains a single component. par AT the windows so tht both documents ean beeen 3. Mato Concentric and Coincident. ‘Drag the circular edge of the Roundvover? ino be aseembly and op it on the rela fee ofthe ModifedHiousing ‘The cursor appears spin in ole” A, indicating tat Goncente and Coineldent ates willbe created. DDomot release the mouse baton ye. ress the Tab key to roate the plate, putting the lug atthe bottom. For other eutsor types, see Feedback Cursors on page 68. 1! {fhe assembly isi lightweight mode, the Tab key will flip the alignment instead of rating the component. See Lightweight Components on page 276 for more information. oo Advanced Mates‘SollaWorks 2009 Training Manual Lesson 2 Other Uses Note Advanced Mates ‘Abvanced ate Tecgues 4 Drop. Drop the component toad it 1nd its mates to the assembly. 5 Results. ‘Along with inserting the ‘component, three mates were added using this method: two concentric ‘mates and one coincident. “Mate shorteuts can also be used to mate a face toa face anda vertex to a ver tex. Both of these tech- niques generates a single ‘mate. Gama uma men Inthe general case (mate shorteut withou a hole patter) pressing Tab altemates between the Anth-aligned and Aligned condition.Lesson 2 SolidWorks 2009 Training Manual ae cadhtaterctnigvoe 6 Add second component. Using the sume method, add another instance onthe other side, 7 Close the part file RoundCoverPl, Mates from Within Tho se of mates extends to components that are already resident in the the Assembly assembly. By using the Alt key while dragging the mating entity of the free component to its desired location, any mate type can be added. Alternatively, you can cl mates from within the Move Component ropertyManager by clicking the SmartMates © button. Here there are two methods to apply a mate: 1 Double-click and dag the mating entity ofthe fee component to its target mating entity and drop. '= Double-click the mating entity ofthe free component, then single- click on the target mating entity. 8 Insort Offset Shaft. Insert the Offset Shaft ‘component into the assembly using Insert, Component, Existing PartiAssombly.. 9 Mate shortcuts. Select the cylindrical face of the Offset shart ‘component. This does two things = Identifies the ‘component to be mated = Identifies the mating entity (Face). os ‘Advanced MatesSolidWorks 2009 Training Manual Note Advanced Mates 10 Drag using Alt key. " ‘While holding the Alt key, drag the shat tothe mating face of the ‘ModifledHousing ‘component. When the drag is initiated, 10 things happen. ‘= The component ‘becomes transparent. The cursor displays mate icon ®, with it, indicating you are trying toadd a mate Drop. A feedback cursor appears when the concentric mate is infeed, Drop the part to preview the mate. Confirm withthe Mate Pop-up toolbar, ‘which shows the concentric mate type highlighted. ‘The sume Mate Pop-up ‘oolbar will appear ifthe cylindrical face of the Offset Shaft was dragged and dropped from nn open document. The ‘Mate Pop-up toolbar wil not appear when the mate consists of more than one individual mate (such as “pin in hole”). orLesson 2 SolidWorks 2009 Training Manual ‘vance tat Teciqu 12 Results. A single Coneantrie mate is added between the 1wo cylindtical faces. Feedback Cursors When you drag and drcp, the cursor changes to indicate the type of entities being mated. ‘a 3 indicates circu ar edges are being mated. The edges do not fave tobe complete civles. Coneentrle and Colneldent mates ae axed. 8 indicates cylindrical fees are being mated. You can also mate conical fees (proved thee cone angles ae equal), and axes. A Concentric mate i added 11 fh indicates planes or planar faces are being mated. A Coincident mate is added. indicates linear edges are being mated. You can also mate axes, for an axis and a linear edge. A Coincident mate is added. >, indicates vertices are being mated, A Coincident mate is added, ‘Advanced MatesSolidWorks 2009 Training Manual Lesson 2 ‘Advance tate Techigoes 18 Face selection. Using selection filters, select the flat circular face ofthe Offset Shatt as indicated, Press the Alt key, drag it toward the ModifiedHousing ‘and drop it when the coincident mate is inferred "., Click OK to ‘complete the operation jneular edge would also work in this situation, Note ‘Advanced MatesLesson 2 aemctdtteTechngvee ‘Adding Mate References Primary, Secondary, and Tertiary References Special Case of Mato Reference Introducing Mate Rete ‘Where to Find It SolidWorks 2009 Training Manual So far we have used mate shortcuts with parts the ae ether already ‘open or are already inthe assembly In both situations we have manually identified the geometry we are mating to, But what about dragging and droppinga part from Windows Explorer oF the Design Library? How will the system know to what edge, face, or vertex to ‘mate? ‘Mate References allow you to realize the benefits of mate shorteuts ‘without the requiremert of having the par you want to mate open. By identifying a face, edge or vertex inthe pat as the mate reference, you can use mate shortcuts while dragging and dropping the pat from ‘Windows Explorer or the Design Library, ‘When you insert a part with a mate reference, the software identifies potential mate partners for the specified entity. [the primary entity is rot valid for the entity your pointer is ove, then the secondary entity is used. Ifneither the primary nor secondary entities are valid, then the tertiary entity is used. ‘As you move the curso: in the assembly window, te pointer changes and the preview snaps into place when a potential mate partner is found. ‘A special case is triggered when the Reference name of the mate reference of the part being inserted matches the name ofa reference name existing in the assembly. When this occurs, the mate references snap together when the cursor points inthe vicinity of the mate reference. The name must be a unique name other than the default Mate Referonce identiies a selected face, edge or vertex tobe used for mate shortcuts. Multiple mate references can be added to apart 14 From the Insert menu, choose Reference Geometry, Mate Reference... = Onthe Referonce Geometry toolbar, click Mate Reference i 7 14 ‘Adding a Mate Reference. ‘Open the Shaft put and click Insert, Reference Geometry, Mate Reference... Under Primary Reference Entity select the circular edge ‘The Type is used to set the type of, ‘mate that will be created when there isa choice, Leave it at Default, ‘The Alignment is usedto set the orientation of the mate created. Leave itat Any, ‘Adding Mate ReferencesSolidWorks 2009 Training Manu 18 Secondary and Tertiary. Par] ‘Add Secondary and, Tortiary reference entities to the Mat Reference, ‘Ada the Secondary reference to — cylindrical face and | = ow a choose the Concentric mate type. ‘Add the Tertiary reference to a planar face, and choose the Coincident mate type, Click 0K, 16 Feature. ® shore (oetaut) ‘The MateReferences folder is added to the FeatureManager. Multiple ‘MateReference features canbe listed in the folder. The part can now be added to an assembly ffom Windows Explorer using ‘Smart Mates. However, let's go.astep further [Adding Mate References nLesson 2 ‘oraced ate Techniques Design Library Parts SolWorks 2009 Training Manual ‘The Design Library pine is used to access and store commonly used library feature, sheet metal forming tools and parts. Design Library parts can be dropped into assemblies as components, oF into parts as derived or base part, Te 7 8 View the Design Library. —— (On the Design Librarytab ofthe Task Pane, click [aa @ 9 ‘on the Design Library icon to access the library. Click on the Pats folder, then the Hardware folder. ‘You can navigate through the various folders just 88 you would through Windows Explorer. Drag and drop. Drag and drop the top Evel icon ofthe Shaft into the Design Library pane ‘You can also dag it diwtly onto the hardware folder, After itis dropped, the Add to Liorary dialog appeas allowing you to name the copy ofthe part. Design Library Parts
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