TRAINING

MODULES
FOR
SOLIDWORKS
BASIC
Compiled by Francis Xaviar KALIISA
Contents
Module 1: Introduction to SolidWorks and Basic ........................................ 1
Introduction to SolidWorks (20 minutes) ................................................... 1
SolidWorks user interface & Toolbar menus ......................................... 2
FeatureManager Design Tree................................................................ 5
Keyboard shortcuts and mouse buttons .............................................. 6
Tools-Options ........................................................................................... 7
Basic 2D sketching (1 hour 30 minutes) .................................................. 10
Sketch Entities/Geometry .................................................................... 11
Status of a sketch.................................................................................. 13
Sketch Relations .................................................................................... 14
Tutorial 1.1: Sketch a Simple Nut with Circle and Polygon ............... 25
Tutorial 1.2: Using 3D sketch ................................................................. 27
Tutorial 1.3: Sketch part using Lines, 3 Point Arc, Tangent Arc and
apply Add Relations between Sketch Entities ................................... 29
Exercise 1.1: Sketching Horizontal and Vertical Lines (15 minutes) .. 31
Exercise 1.2: Sketching Lines (5 minutes) ............................................ 31
Exercise 1.3: Sketching using Rectangle and Circle (5 minutes) ..... 32
Exercise 1.4: Sketching a Chair Frame using 3D sketch (5 minutes) 32
Module 2: Additional Sketching (2 hours) ................................................. 33
Tutorial 2.1: Creating a Flat Bar (20 minutes) ......................................... 34
a. Reduce the number of holes to 5 ................................................... 37
b. Change the Sketch Plane ............................................................... 38
Tutorial 2.2: (20 minutes) .......................................................................... 40
Tutorial 2.3: (15 minutes) .......................................................................... 43
Module 3: Basic Part Modeling (2 hours) ................................................... 48
Sketching and Creating Bosses (45 minutes) ........................................ 49
Creating a Counterbore Hole ............................................................. 52
Cut Feature ........................................................................................... 55
Filleting ................................................................................................... 59
Define Material and Mass Properties .................................................. 61
Editing features ..................................................................................... 63
Exercise 3.1: Glass Plate (15 minutes) ..................................................... 65

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 Exercise 3.2: Bracket (15 minutes) ........................................................... 65
Exercise 3.4: Gland (15 minutes) ............................................................. 66
Exercise 3.5: PVC Tee Pipe (30 minutes) ................................................. 69
Module 4: Additional Part Modeling .......................................................... 70
Revolved features .................................................................................. 72
Patterning .................................................................................................. 79
Tutorial 4.2: Vary Sketch option ........................................................... 81
Exercises 4.1: Curve Driven Pattern ..................................................... 83
Tutorial 4.5: Creating a Bottle (with a guide curve) .......................... 89
Lofted ...................................................................................................... 91
Tutorial 4.6: Create lofted part with Centerline Parameters ............ 92
Exercises 4.2: Chisel............................................................................... 95
Rib and Shell ........................................................................................... 100
Tutorial 4.7: Using Shell to create wall thickness inside the Bottle .. 102
Module 5: Assembly Modeling ................................................................. 104
Assembly toolbars .................................................................................. 107
Basic assembly mates ............................................................................ 108
Sliding Brace Assembly .......................................................................... 109
Exploding and collapsing the assembly .............................................. 126
Creating an explode line sketch ........................................................ 128
Module 6: Drawing .................................................................................... 131
Drawing toolbars .................................................................................... 133
Insert standard drawing views - Angle of projections ........................ 134
Insert Component into Drawing ........................................................... 135
Adding dimensions to drawing and modifying dimensions............... 138
Create Section View .............................................................................. 140
Insert a Note............................................................................................ 145
Edit Sheet Format ................................................................................... 146
Assembly Drawing .................................................................................. 157
Elements of an Assembly Drawing ....................................................... 157
Example of Assembly Drawing.............................................................. 157
Opening drawing template and edit Sheet Format .......................... 158
Adding the Exploded View ................................................................... 161
Creating Bill of Materials (BOMs)........................................................... 162

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Customizing BOMs .................................................................................. 163
AutoBalloons ........................................................................................... 164
Producing an e-drawing file ................................................................. 166

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SolidWorks Training (Basic)

Module 1: Introduction to SolidWorks and Basic

Sketching (1 hour 50 minutes)

Introduction to SolidWorks (20 minutes)

SolidWorks is a mechanical design software package to build parts,

assemblies, and drawings, which take advantage of the Microsoft
Windows graphical user interface.

In SolidWorks, a part, an assembly, and a drawing are all fully associated.

Changes to the model are automatically reflected in the associated
drawings and assemblies. Likewise, when you make change to the
drawing and assembly, those changes will be reflected back to the
model.

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SolidWorks Training (Basic)

Starting a SolidWorks

SolidWorks user interface & Toolbar menus

The interface is native Windows interface, and such behaves in the same
manner as other Windows applications.

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 SolidWorks Training (Basic)

Main Menu Standard Views

Standard Toolbar
Toolbar
View Toolbar

CommandManager

FeatureManager Status Toolbar

Design Tree

Menus

• It provides access to all commands that the SolidWorks offers.

• When a menu item has a right pointing arrow, it means there is a sub-menu
associated with the choice,

• When a menu item is followed by a series of dots, it means that option opens
a dialog box with additional choices or information.

Toolbars menus

• Provide shortcuts enabling to quickly access the most frequently used

commands.

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SolidWorks Training (Basic)

• They are organized according to function and can be customized, removed

and rearranged according to your preferences.

Example of a Toolbar

Standard toolbar as shown below contains commonly used function as

opening new or existing documents, saving documents, printing,
copying and pasting objects, undo, redo, and help.

You can turn toolbars on and off using one of three methods.

1. Click Tools – Customize. On the

Toolbars page, click the check
boxes to select each toolbar
you want to display. Clear the
check boxes of the toolbars you
want to hide.

2. Right click on toolbar area of the SolidWorks window. Check marks

indicate which toolbars are currently visible. Clear the check marks of
the toolbar you want to hide.

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 SolidWorks Training (Basic)

3. Clicking View – Toolbars displays the same list of toolbars.

FeatureManager Design Tree

• It is located on the left side of the SolidWorks Graphic window.

• It displays the details chronological sequence on how all the parts, assembly
and drawing are created.
• It allows access to do editing of the models. • It consists of three default tabs:
o FeatureManager design
tree o PropertyManager o
ConfigurationManager

The FeatureManager design tree makes it easy to:

• Select items in the model by name.

• Identify and change the order in which features are created. You can drag
items in the FeatureManager design tree list to reorder them. This changes
the order in which features are regenerated when the model is rebuilt.
• Display the dimensions of a feature by double-clicking the feature’s name.
• Rename items by slowly clicking two times on a name to select it and then
entering a new name.
• Suppress and Unsuppress part features and assembly components.

The PropertyManager appears on the PropertyManager tab in the panel

to the left of the graphics area. It opens when you select entities or
commands defined in the PropertyManager.

OK. Accept the selections, Title bar

execute the command, and Help. Open the
close the PropertyManager. corresponding help topic.

Cancel. Ignore any

Preview. Display a
selections and close the
preview of the feature.
PropertyManager.

The ConfigurationManager on the left side of the SolidWorks window is a

means to create, select, and view multiple configurations of parts and

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SolidWorks Training (Basic)

assemblies in a document. The icons in the ConfigurationManager

denote how the configuration was created:

Manually

With a design table

Manually, and has an explode state

With a design table, and has explode state

Keyboard shortcuts and mouse buttons

Keyboard shortcuts

Some menu items indicate a

keyboard shortcut such as:

Ctrl+O for File, Open

Ctrl+S for File, Save
Ctrl+Z for Undo
And many more

You can customize SolidWorks

by creating your own shortcuts.
Click Tools – Customize. Find
Keyboard tab as in figure
shown.

Three mouse buttons

• Left – to select objects as geometry, menus buttons, and objects

in the FeatureManager design tree. To select multiple items, you
must hold down the Control (Ctrl) key. To deselect object, simply
click anywhere in a blank (empty) portion of the work area.

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SolidWorks Training (Basic)

• Right – activates a context sensitive shortcut menu. The contents

of the menu is differ depending on what object the cursor is over.

• Middle – use for dynamically rotating, panning, zooming a part or

assembly.

o Rotate part or assembly – Holding down the middle button and

drag the mouse
o Zoom all document types – Hold down the Shift key while
depressing the middle button and moving the mouse.
(Simply rotates the wheel of the middle mouse button for
zooming in or out if your middle mouse button is a wheel.)
o Pan all document types – Hold down the Ctrl key while
depressing the middle button and drag the mouse.

Tools-Options

The Options dialog box able you to customize the SolidWorks software
based on your preferences.

Level of customization:

• System Options

Every option under System Options will affect every document you open
in SolidWorks session. For example, the viewport background, if you set
the color to Black, it will remain as black every time you open the
SolidWorks window until you change to another color.

Example: Set Viewport Background to White

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SolidWorks Training (Basic)

• Document Properties

This setting only applied to individual documents. For example, units,

drafting standard, material properties, image quality etc. They are saved
with the document and do not change.

Example: Setting Units

Tools Æ Options Æ Document Properties Æ Units Æ MMGS (millimeter, gram,

second)

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SolidWorks Training (Basic)

Example: To increase the quality of image

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SolidWorks Training (Basic)

Example: Set Dimensioning Standard

Basic 2D sketching (1 hour 30 minutes)

Sketching is the act of creating 2-dimensional profile comprised of wireframe

geometry. Sketches are used for all sketched feature in SolidWorks including:
• Extrusions • Revolves
• Sweeps • Lofts

Process of completing the sketches

Starting a New part

(It can be created in inch, millimeter or other units)

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SolidWorks Training (Basic)

Sketches
(Collections of 2D geometry that are used to create solid features)

Sketch Entities/Geometry
(Types of 2D geometry such as lines, circles and rectangles that make up
the sketch)

Sketch Relations
(Geometric relationships such as horizontal and vertical are applied to the
sketch entities. The relations restrict the movement of the entities)

State of the sketch

(Each sketch has a status that determines whether it is ready to be used or not.
The state can fully-, under- or over defined)

Sketch tools
(Tools can be used to modify the sketch geometry that has been
created/ this often involves the trimming or extension of the entities)

Extruding the sketch

(Extruding uses the 2D sketch to create a 3D solid feature)

Sketch Entities/Geometry

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SolidWorks Training (Basic)

SolidWorks offers a rich variety of sketch tools for creating profile geometry.

Sketch entity Toolbar button Geometry example

Line

Circle

Centerpoint Arc

3 Point Arc

Tangent Arc

Ellipse

Partial Ellipse

Parabola

Spline

Polygon

Rectangle

Parallelogram

Point

Centerline

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SolidWorks Training (Basic)

Status of a sketch

The most common color codes are:

No. Color Diagnostic Case

Under constrained

1. Blue (this is usually

appears when first
drawn)

Fully constrained

(when more
constraints and
dimensions are
2. Black added to the
sketch
– the sketch
become
completely
defined)

Over constrained

(adding any
dimension to fully
3. Red
defined would
serve to
overdefine the
sketch)

Only case 1 and 2 are allowable. For case 3, you must fix the error as soon
as possible before quitting the sketch mode otherwise a warning
message will popout and it will create more problems for yourself.

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SolidWorks Training (Basic)

Sketch Relations

The following table describes the entities that you can select for a relation and
the characteristics of the resulting relation.

Relation Entities to select Resulting relations

Horizontal or One or more lines The lines become horizontal or
Vertical or two or more vertical (as defined by the
points. current sketch space). Points are
aligned horizontally or vertically.
Collinear Two or more lines. The items lie on the same infinite
line.
Coradial Two or more arcs. The items share the same
centerpoint and radius.
Perpendicular Two lines. The two items are perpendicular
to each other.
Parallel Two or more lines. The items are parallel to each
other.
A line and a plane
(or a planar face) The line is parallel to the
in a 3D sketch. selected plane.
Tangent An arc, ellipse, or The two items remain tangent.
spline, and a line or
arc.
Concentric Two or more arcs, The arcs share the same
or a point and an centerpoint.
arc.
Midpoint Two lines or a point The point remains at the
and a line. midpoint of the line.
Intersection Two lines and one The point remains at the
point. intersection of the lines.

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SolidWorks Training (Basic)

Coincident A point and a line, The point lies on the line, arc, or
arc, or ellipse. ellipse.
Equal Two or more lines The line lengths or radii remain
or two or more equal.
arcs.
Symmetric A centerline and The items remain equidistant
two points, lines, from the centerline, on a line
arcs, or ellipses. perpendicular to the centerline.
Fix Any entity. The entity’s size and location are
fixed. However, the end points
of a fixed line are free to move
along the infinite line that
underlies it. Also, the endpoints
of an arc or elliptical segment
are free to move along the
underlying full circle or ellipse.
Merge Points Two sketch points The two points are merged into
or endpoints. a single point.
A line may be constrained vertically or horizontally. Once the line is drawn
horizontally, it will remain horizontal unless the relation is removed. The line can
be repositioned and resized but must remain horizontal.

For an instance:

The line is in Horizontal The line is in vertical

The lines are in horizontal
and have equal length

Where to find it

• Select the sketch entity or entities, and

select the appropriate relation from the
Add Relations section of the
PropertyManager

• Or, right click the entity or entities, and select Add Relation
from the short-cut menu

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SolidWorks Training (Basic)

• Or, click Tools, Relations, Add…

• Or, on the Sketch toolbar click Add Relation

You can view all relations in your sketches by select View – Sketch Relations

What are we going to sketch? How to start?

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SolidWorks Training (Basic)

1. Open SolidWorks 2007.

2. Select New from the File menu, or click on the
New icon on the Standard toolbar.
3. Select the type of new file (Part, Assembly, or
Drawing) from the New SolidWorks Document
window.

4. Click OK.

5. Open a new Sketch.

Open the sketch by either

clicking

or choosing Sketch from

the Insert menu.

This will show all three

default planes for
selection in a trimetric
orientation.

From the screen, choose

the Front Plane.
The plane will highlight Plane can be resized by
and rotate. dragging these handles

6. Sketch active.

The Origin Point

The selected Front Plane
rotates so it is parallel to
the screen.

7. Sketch lines

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SolidWorks Training (Basic)

Click the Line

tool

1 2

3 4

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SolidWorks Training (Basic)

5 6

8. Saving your Work.

It is a good habit to save your work right

way. Always bear in mind to save
regularly and often. Select Save from
the File menu, or click Save icon on the
Standard toolbar.

9. Linear dimensions.

Add additional linear dimensions to the sketch as shown.

Where to find it?

• Tools menu, select Dimensions,

Smart
• Or Right click, select Smart
Dimension
• Or Dimensions/Relations toolbar,
pick Smart Dimension tool,

10. Angular dimension.

Using the dimension tool, create the angular dimension shown and set the value
to

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SolidWorks Training (Basic)

125°.

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SolidWorks Training (Basic)

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SolidWorks Training (Basic)

13. Edit the sketch

Right click on Extrude, and select Edit Sketch

a. Change the value of angular dimension

Double click on 125° and modify to 110°. You’ll see that other dimensions remain
unchanged.

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SolidWorks Training (Basic)

b. Length of the base

Double click on 100 mm and modify to 90 mm

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SolidWorks Training (Basic)

Click here to Exit Sketch and update your part.

Modified part

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SolidWorks Training (Basic)

Tutorial 1.1: Sketch a Simple Nut with Circle and Polygon

1. Create a New part in SolidWorks.

2. Right click Top Plane from the FeatureManager design tree. This will be a
Sketch plane.
3. Click Sketch from the toolbar.

4. Click Circle from the Sketch toolbar. Sketch a circle centered at the
origin. Give dimension as illustrated.

5. Click Tools – Sketch Entities – Polygon from the Menu bar. Sketch a Polygon
centered to the origin larger than the circle.

6. Extrude to 8 mm depth.

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SolidWorks Training (Basic)

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SolidWorks Training (Basic)

Tutorial 1.2: Using 3D sketch

1 Select 3D sketch and start

sketching
2 You can change the plane
sketch by pressing the Tab key

3
4

5
6

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SolidWorks Training (Basic)

Sweep function. You will learn this

Apply Fillet with the radius is 10 mm through Module 4

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Tutorial 1.3: Sketch part using Lines, 3 Point Arc, Tangent Arc and apply Add Relations between Sketch Entities
1 2 3 4

Select these two arcs to

make tangent

5 6 7 8

Select Tangent as Symbol of tangent as Add dimensions as Extrude to 80 mm depth

relations relations between these illustrated
two arcs
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SolidWorks Training (Basic)
Exercise 1.1: Sketching Horizontal and Vertical Lines (15 minutes)

Create this sketch on the Front Plane

using lines, automatic relations and
dimensions. Fully define the sketch.

Extrude the sketch 30 mm in depth.

Save and close the part.

Exercise 1.2: Sketching Lines (5 minutes)

Create this sketch on the

Front Plane using lines,
automatic relations and
dimensions.

Extrude the sketch 30 mm in

depth.

Save and close the part.

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SolidWorks Training (Basic)

Exercise 1.3: Sketching using Rectangle and Circle (5 minutes)

Create this sketch on the Front Plane using rectangle and circle, automatic
relations and dimensions.

Exercise 1.4: Sketching a Chair Frame using 3D sketch (5 minutes)

Create this sketch using 3D sketch (free dimension)

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SolidWorks Training (Basic)
The completed figure used Swept
feature that you will learn in Module
4
Module 2: Additional Sketching (2 hours)

This module is an extension of the previous module. Here, you will learn more
about Sketch toolbar, Sketch Relations, Dimensions and edit the sketch.

On the completion of this module, you will be able to:

• Apply other Sketch Entities:

o Rectangle o Centerline o Ellipse

• Understand and utilize the available tools from the

Sketch toolbar to create and modify the sketch:
o Trim – able to trim the selected entities,
o Linear Pattern – able to create a linear pattern along one or
both axes,
o Mirror – able to mirror existing sketch entities,
o Offset – able to offset one or more sketch entities, and selected
model edges by a specified distance,
o Circular Pattern – able to create a circular pattern along one or
both axes

• Apply Sketch Relations between sketch entities o

Midpoint o Horizontal o Coincident o Tangent

• Edit the sketch o Edit Linear Pattern o Change the

sketch plane

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SolidWorks Training (Basic)

Tutorial 2.1: Creating a Flat Bar (20 minutes)

1. Open a New sketch and Save As Flat Bar

2. Click Sketch from the toolbar.
3. Select the Front Plane.

4. Click Rectangle from the Sketch

toolbar.

5.

Click Centerline from the Sketch toolbar.

6. Select both Centerline and Origin Point (press Ctrl key while selecting)
and choose Midpoint as their relations.

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SolidWorks Training (Basic)

7. Click Trim Entities from the Sketch toolbar

8. Select Trim to closest from the Trim Options

9. Select the right and left vertical lines to remove.

10. Click Tangent Arc from the Sketch toolbar.

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SolidWorks Training (Basic)

11. Give dimension to the bar.

12. Click Circle from the Sketch toolbar with the diameter is 20 mm
at the

left end of the bar.

13. Click Linear Pattern from Tools – Sketch Tools drop down
menus.

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SolidWorks Training (Basic)

14. Extrude the bar to 10 mm depth.

15. Save the part.

16. Editing

a. Reduce the number of holes to 5

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SolidWorks Training (Basic)

i. Right click on Extrude and

iii. Change the number of holes from 9

to 5 and the distance between
each holes to 50 mm

iv. Select OK and Exit Sketch.

select Edit Sketch

ii. Select one of the Circle
and right click and
choose Edit Linear
Pattern

b. Change the Sketch Plane

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SolidWorks Training (Basic)
i. Expand the Extrude. Right
click on Sketch and select Edit
Sketch Plane.

ii. You will see

shows the Front
Plane, which
denotes your
previous sketch
plane.

iii. Expand this button

iv. Select Top Plane.

v. Click OK and you will see that the sketch plane is now changed to Top
Plane.

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SolidWorks Training (Basic)

Tutorial 2.2: (20 minutes)

1. Open a new sketch.

2. Click Sketch from the toolbar.
3. Select the Front Plane.
4. Sketch horizontal and vertical Centerlines.
5. Sketch two Circles with different diameters as shown in figure below.
Connect these circles with 3 Point Arc.

6. We can see all relations between the sketch entities.

Tangent between arc and circle

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SolidWorks Training (Basic)

Coincident
Horizontal

7. Trim the sketch as shown in figure below.

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SolidWorks Training (Basic)

8. Select Mirror from the sketch toolbar and mirror the entity with respect
to the vertical Centerline.

9. Next, Mirror with the horizontal Centerline.

10. Select Ellipse from the sketch toolbar and complete all dimensions as
shown in figure below.

11. Extrude to 10 mm depth and save the part.

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SolidWorks Training (Basic)

Tutorial 2.3: (15 minutes)

1. Open a new sketch.

2. Click Sketch from the toolbar.
3. Select the Front Plane.
4. Create a Circle with 50 mm in diameter.

5. Create another Circle by using

Offset

6. Type 7 mm as distance parameter outside

the first Circle.

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SolidWorks Training (Basic)

7. Sketch one Line which 6.15 mm from the vertical Centerline and Mirror
about the Centerline. Then Trim the lines carefully until you get as similar
as in figure below. If you pick a wrong line, you may Undo the step.

Trimming

8. Select Tools – Sketch Tools – Circular Pattern .

9. Select the lines and insert 8 as your number of pattern instances.

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SolidWorks Training (Basic)

10. Trim the lines

11. Extrude to 10 mm and save your part.

Exercise 2.1: (20 minutes)

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SolidWorks Training (Basic)

(a)

(b) Special cam (Unit is in inch)

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SolidWorks Training (Basic)

(c) Shift Lever

Exercise 2.2: Create a solid model of this 2 mm thick steel bicycle disk rotor.
(25 minutes)

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SolidWorks Training (Basic)
Module 3: Basic Part Modeling (2 hours)

This module provides an understanding of creating Extruded, Fillet, Chamfer,

Simple Hole and Hole Wizard features.

These are the samples of Features toolbar:

Boss/Base and Cut

Features

Pattern/mirror

Some of the icons (which are not circled) will be seen during Module 4 –
Additional Part Modeling.

On the completion of this module, you will be able to:

1. Sketch at any planes,

2. Utilize extruded boss and extruded cut,
3. Create fillet and chamfer at the selected edges,
4. Create standard holes by applying the Hole Wizard,
5. Find the mass of your part and
6. Edit or manipulate features geometry to reduce or increase the mass
properties of the component.

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SolidWorks Training (Basic)

Sketching and Creating Bosses (45 minutes)

1. Open a new sketch.

2. Click Sketch from the
toolbar.
3. Select the Top Plane.

4. Sketch as shown in figure below. Add dimensions to the sketch.

Equal length

Coincident with the origin

5. Extrude 10 mm upwards.

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SolidWorks Training (Basic)

6. lnsert new sketch.

Create a new sketch using Insert, Sketch or by clicking the Sketch tool.

Select this side/plane

7. Sketch as shown in figure below.

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SolidWorks Training (Basic)

Coincident with the origin

8. Add dimensions.

9. Extrude to 10 mm depth and in reverse direction.

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SolidWorks Training (Basic)

Creating a Counterbore Hole

10. Hole position.

Select the face indicated and Insert – Features – Hole – Wizard…

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SolidWorks Training (Basic)

Select this face

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SolidWorks Training (Basic)
11. Choose Counterbore.

Set the properties of the hole as follows:

Standard: Ansi Metric

Screw Type: Hex Bolt – ANSI B18.2.3.5
Size: M8
Fit: Normal
End Condition: Through All

12. Turn to Hole

Position.

13. Drop the point onto the center point.

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SolidWorks Training (Basic)

14. Completed Hole.

Click Finish to complete the hole feature.

Cut Feature

15. Press the spacebar and double-click *Front.

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SolidWorks Training (Basic)
Start a sketch on this large face and add a rectangle Coincident
with the bottom model edge.

16. Select the left vertical

sketch line and the
vertical model edge.

Add a Colinear relation

between them. (Hold
down the Ctrl key and then
select the objects)

Repeat the process on the opposite

side.

17. Add a dimension.

18. Through All Cut.

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SolidWorks Training (Basic)
Click Insert, Cut, Extrude,

Or pick Extruded Cut on the Features toolbar.

Choose Through All and click OK

Holes

19. Change the view orientation. Press the spacebar and double-click *Top.

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SolidWorks Training (Basic)
20. Hole.

Click the Hole tab and set the properties of the hole as follows:

Standard: Ansi Metric

Screw Type: Drill sizes
Size: ∅12.5
End Condition: Through All

21. Turn to Hole Position and locate the holes.

22. Set Dimensions add relation so that these points are

aligned

horizontally.

23. Return to Isometric.

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SolidWorks Training (Basic)
Filleting

24. lnsert Fillet.

Set a radius = 10 mm

25. Add fillets at selected edges and face, radius 2.5 mm, and using Full
preview.

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SolidWorks Training (Basic)

Selected edges and face

Chamfering

26. Add chamfer to the holes.

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27. Save the part.

Define Material and Mass Properties

28. How to define material and check its mass properties

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29. Choose Copper and its Alloys and select Brass.

Right click on Material and select Edit

Material

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SolidWorks Training (Basic)
30. Drop down menus, Tools – Mass Properties…

Mass of the part

(474.04 g)

Editing features

31. Mass of the part can be reduced by modified the thickness of the
features.
32. Right click on Extrude and select Edit Feature.

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SolidWorks Training (Basic)

33. Change the depth from 10 mm to 5 mm.

34. Click OK.

35. Check the current mass of the part. Now, the mass is 326.09 g which
means more than 30 % of mass has been reduced.

36. The Cut Feature is still maintaining the dimension to be 2.50 mm from the
bottom face.

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SolidWorks Training (Basic)

Exercise 3.1: Glass Plate (15 minutes)

Create this part using the information and dimensions provided. Sketch and
extrude profiles to create the part.

4 x M20 Drilled Hole

10

R20 fillet

Exercise 3.2: Bracket (15 minutes)

Create this part using the information and dimensions provided. Sketch and
extrude profiles to create the part.

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SolidWorks Training (Basic)
CBore M14 Hex Head
Bolt

Exercise 3.3: Create this part using the information and dimensions provided.
Sketch and extrude profiles to create the part. (10 minutes)

Exercise 3.4: Gland (15 minutes)

Create this part using the information and dimensions provided. Sketch and
extrude profiles to create the part.

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SolidWorks Training (Basic)

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 SolidWorks Training (Basic)

Give dimensions Mirror the sketch with

Start sketching vertical axis

Trimming

Mirror

Extrude 10 Sketch small

mm circle and mirror
for another circle

Complete part

Sketch circle with 70 mm Sketch another circle with 48 mm 53

diameter and extrude 10 mm diameter and extrude cut 15 mm
SolidWorks Training (Basic)
Exercise 3.5: PVC Tee Pipe (30 minutes)

Create a solid model of this plastic pipe tee. A tee is used to connect
pipes together. The type of tee shown here is used to join pipes with
solvent welding. A chemical is applied to the inside of the socket, and
the pipe is then forced into the socket. The solvent softens the plastic,
and when the solvent dries, a strong, permanent joint is created. The
sockets are tapered slightly to allow for a tight fit with the pipe.

Sockets are to be tapered 0.50 degrees

Set the material to PVC Rigid (density=1300kg/m3) and find the mass of the tee.

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(Answer: Weight =70.63 g)

Module 4: Additional Part Modeling

This module provides a comprehensive understanding on additional modeling

techniques such as:

Revolved, Patterning, Swept, Lofted, Rib and Shell features in SolidWorks.

Below are examples of products that applied these types of features.

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Revolved features

Revolved Boss/Base – material added by rotating the profiles about a centerline

Revolved Cut – material removed by rotating the sketch

The Revolve parameters box provides the ability to select:

Axis of Revolution
Revolve Type
• One-Direction
Angle
• Mid-Plane
• Two-Direction It controls the revolve
thickness

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Allow a small gap between rectangle and the
Centerline centerline to
create a hollow cylinder

One of the lines is collinear with the centerline

to make
a solid

cylinder
Tutorial 4.1:

1. Draw a Centerline across the Origin

2. Using Line, sketch as follows (free dimension)

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3. Exit the sketch and select Revolve from Features toolbar. Select the
Centerline as the Axis of Revolution.

It rotates clockwise

4. The direction of rotation and its angle can be changed, i.e. 180°.

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Click here to change the rotation

to counter clockwise

5. Click OK.

6. To edit the feature. Right click Revolve and select Edit Feature.

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7. Change the angle of revolution to 360°.

8. We will make holes on the selected face.

9. Sketch a Circle and tick For construction box. The line will turn to construction
line.

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10. Sketch a small Circle and coincident with the construction line.

11. Extrude Cut, Through All.

12. The hole will be copied around the face by using Circular Pattern. Click View
– Temporary Axes. The axis will be used as axis of rotation.

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13. Select Circular Pattern from Features toolbar. Number of holes are 6.

14. The completed part.

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Patterning
In Module 2, you have learnt the sketch pattern such as linear and
circular pattern. There are other pattern tools that are available in
SolidWorks. You may find them at Insert – Pattern/Mirror.

Pattern repeats the selected features in an array based on a seed

feature. You can create a linear pattern, a circular pattern, a curve
driven pattern, a fill pattern, or use sketch points or table coordinates to
create the pattern.

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Linear pattern Select the features, then

specify the direction, the
linear spacing, and the
total number of instances.
Circular Select the features and
pattern an edge or axis as the
center of rotation, and
then specify the total
number of instances and
the angular spacing
between instances.
Curve driven Select the features and
pattern an edge or sketch
segment on which to
pattern the feature. Then
you can specify the type
of curve, the curve
method, and the
alignment method.
Fill pattern Fill a defined region with a
pattern of features or a
predefined cut shape.
Typical uses include:
• Weight reduction
• Ventilation holes
Sketch points Select where to populate
a seed feature by
or sketching points on
model face, or
Add or retrieve previously
Table created X-Y coordinates
coordinates to to populate a seed
create the feature on the face of the
pattern model.

But remember, the commands are only enable when you have multi body
parts.

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Tutorial 4.2: Vary Sketch option

SolidWorks Training (Basic)
1 2 3 4

Sketch as illustrated Extrude the sketch

(some of the entities Sketch a slot on top of 3D Extrude cut the slot
part and give dimensions
are free dimension)
Hint: 8 mm at both sides
will control the distance
5 6 between the arcs and the 7
plate edges.

Apply Linear Pattern and

enable Vary Sketch
option Apply Circular Pattern
Complete component 63

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 Exercises 4.1: Curve Driven Pattern

1 4
2 3

Offset 5 mm

Sketch as illustrated using Extrude to 10 mm

Spline (free dimension) Sketch a Circle with diameter 3
mm on top of spline face

5 6 7 8

Select the Circle and add

relations with the Offset line to
be coincident

Extrude Cut the

Circle
SolidWorks Training (Basic)
Select the Extruded Cut feature and
go to
Insert-Pattern/Mirror-Curve Driven
Pattern
Select the Offset Spline as the
direction
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Swept

Swept Boss/Base – material added by sweeping a profile along the path

Cut Sweep – material removed by sweeping a profile along the path
 Follow path – the section Keep Normal Constant – the remains at
the same angle with section remains parallel to the respect to the
path at all times. beginning section at all times.

Sample of applications:

Power cord Spiral coil

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Tutorial 4.3: Creating a Worm Gear

Sketch the profile (or the sketch can be

taken from Tutorial 2.3, but you have to Create the path
modified a bit)

Completed part

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Tutorial 4.4: Creating a Spring

Click Insert: Curve: Helix/Spiral

Sketch a Circle

Create a Plane Normal to

Curve

Sketch a Circle with 3.50

Completed spring Select Swept. The Circle will be mm diameter
the Profile and Helix/Spiral is
the Path.
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Tutorial 4.5: Creating a Bottle (with a guide curve)

Create a Profile

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1 2 3 4

5 6 7

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Lofted

Loft creates a feature by making transitions between profiles. A loft can

be a base, boss, cut, or surface. You create a loft using two or more
profiles. Only the first, last, or first and last profiles can be points. All sketch
entities, including guide curves and profiles, can be contained in a single
3D sketch.

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You can drag to modify/change the

location of these blue points
(closing point)

Sample of application: Chisel

Tutorial 4.6: Create lofted part with Centerline Parameters

1. Create Rectangle on Front Plane.

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2. Select and sketch 3 Point Arc at other Top Plane. One of its end
points must coincident with the Origin.

3. View in Isometric.

4. Create a Plane Normal to Curve. You have to select the Arc and Point.

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5. Sketch another Rectangle on this

Plane

6. Select Loft from Feature toolbar. Select Sketch 1 and Sketch 3 (both
Rectangles) as the profiles.

7. Expand the Centerline Parameters and pick the Arc (Sketch 2).

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Exercises 4.2: Chisel

1. Select Front Plane

2. To create another Plane, Hold Ctrl key and drag Front

plane to the left.

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3. Set the Distance to 30 mm and Instances: 2

4. Create one more plane (Plane3) which 40 mm from Plane2 using the
same method.

5. Select Front Plane and sketch a square.

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6. Exit sketch.
7. Select Plane1 and sketch a
Circle.

8. Exit sketch.
9. Select Plane2 and sketch another Circle, which its radius is coincident
with the vertex of the square. Exit the sketch.

10. Select and Copy larger Circle and Paste

on Plane3.
11. Click Features – Lofted
Boss/Base

12. Select sketches. You have to make sure

that all the selected points are at the
same corner.

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13. Create one plane 200 mm at the back of Front Plane.

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14. Select Plane4 that you have just created and sketch a Rectangle as
illustrated below.

15. Click Features – Lofted Boss/Base. Select the profile. Pick the point at
the right bottom of square and rectangle.

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16. Complete the model. Save the part.

Rib and Shell

Rib is a special type of extruded feature created from open or closed

sketched contours. It adds material of a specified thickness in a specified
direction between the contour and an existing part. You can create a rib
using single or multiple sketches.

Rib

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Rib

1. Sketch L shape and extrude the sketch.

2. Sketch a Line to use as the rib feature on a plane.

3. Click Rib on the Features toolbar, or click Insert,

Features, Rib.

4. Click OK

Shell tool hollows out a part, leaves open the faces you select, and
creates thinwalled features on the remaining faces. If you do not select
any face on the model, you can shell a solid part, creating a closed,
hollow model. You can also shell a model using multiple thicknesses.

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Tutorial 4.7: Using Shell to create wall thickness inside the Bottle
1 2 3

4 5 6

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Module 5: Assembly Modeling

Stages in the process;

1. Creating a new assembly

• New assemblies are created using the same method as new parts

2. Adding the first component

• Components can be added in several ways. They can be dragged and
dropped from an open part window or opened from standard browser.

3. Position of the first component

• The initial component added to the assembly is automatically fixed as it is
added. Others components can be positioned after they are added.

4. Mating components to each other

• Mates are used to position and orient components with reference to each
other. Mates remove degrees of freedom from the components.

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Concentric mate between two cylindrical faces

5. Sub assemblies
• Assemblies can be created and inserted into the current assembly. They
are considered sub-assembly components.

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From assemblies, you can:

1. Perform mass properties calculations on entire assemblies and also

interference (clashes) detection between parts in assembly,

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2. Create an exploded view of an assembly,

3. Bill of Materials (BOM) table can be generated from the assembly.

Associated balloons can be added to identify the items.

Assembly toolbars • Insert components

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Basic assembly

•
Hide/show components

• Change suppression
state

•
Edit component

• No external references
mates

• • Smart fasteners
Mate • Exploded view
• Move component • Explode line sketch
• Interference
detection

• Simulation
• Coincident – place two flat surfaces in the same plane
• Parallel – define two flat surfaces as parallel
• Perpendicular – define two lines or planes as perpendicular to one another
• Tangent – define a cylindrical feature as tangent
to a line or plane

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• Concentric – align the centerlines of two cylindrical features

• Distance – make two surfaces parallel, with a specified distance between
them

• Angle – two lines or planes at a preset angle to one another

Sliding Brace Assembly

1. Create a new assembly

2. Insert components (Browse the components from Desktop/SolidWorks
Basic Training/Module5/Bracket)

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Fixed

3. Float and Fix components

Right click and select Float. Now, the

component is ‘floating’, and can be moved or
rotated

By default, the first component inserted into an assembly is fixed

(locked) in position.

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4. Mate the faces of these two components (Bracket – C Link) and select Coincident

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Select

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Select top Face of C Link

1
Coincident

bottom
Face of Bracket
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Select these two faces

Select these two faces

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5. Moving and rotating the component – U Bolt

Select this component to rotate

1
2

3 Rotate the bolt so that its legs are

parallel with the holes

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6. Mating components (select U Bolt’s right leg and Bracket’s hole) – choose Concentric

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2
1

Concentric

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7. Mate another side

Mate another side

8. Select bottom faces of U-Bolt and C Link and constraint their Distance to maintain at 40 mm.

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1 2

Distance

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9. Continue with the other side. You have to insert other U-Bolt and C Link and
apply mates on respective parts as before.

10. You will utilize the Design Library and take a standard nut from the library.

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11. Save as the nut to Desktop/SolidWorks Basic

Training/Module5/nut.

Double click the nut

12.You will be asked to Select a Configuration of the nut size. Select
M20-2.5. M – Metric, 20 – nut diameter (in mm)

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13. Insert/copy four nuts.

14. Mating the nuts

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15. A complete assembly.

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16.Generate an assembly statistics - Generate a report of the components

and mates in an assembly.

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9 components

20 mates

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Exploding and collapsing the assembly

Exploded View - It is a view of an assembly where the components have been

separated.

17. Select the component to be exploded – a triad will appear – place the
cursor over the arrow on the triad that represents the direction in which
component should be exploded – then drag to the desired distance.

18. Select the nuts (it will be highlighted in cyan color at the design tree). Then
drag the triad downward.

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Exploded step

Drag the triad

downward

19. Continue to select other parts and follow the sequence.

20. Expand the entries in the ConfigurationManager so that defined Explode
Steps
will appear

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1
2

Exploding

Collapsing

Creating an explode line sketch

21. Make sure the assembly in its exploded view (not collapsed).

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22. Select edges or faces on components that the explode line will connect
between.

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Select
edges

23. Repeat for other components. Save the assembly.

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Module 6: Drawing

After completion of this module, you will be

able to: - • make 2-D drawing from a
SolidWorks part file.
• create a custom drawing sheet format, and
• use eDrawings to create a drawing file that allows easy file sharing

1. To open a new drawing file, open SolidWorks 2007, click New icon on the
Standard toolbar.
2. Select Drawing icon and then OK.

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3. You will be asked about the format and size of your drawing layout.
Click Standard sheet size and select A-Landscape. Do not turn on the
Display sheet format
yet.
Drawing toolbars

In the drawing mode,

the CommandManager
has THREE groups of
command:

4. Click on the X to close the box, we will set a few options

before browsing the part file.

Drawing

Sketch

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Annotation

You will use some of the icons along the way.

Insert standard drawing views - Angle of projections

5. In the drawing space, right-click and select Properties from the menu.

6. Select Third angle projection. Do not worry about the scale, it can be
changed later,

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Select Third
angle projection

Insert Component into Drawing

7. In Drawings CommandManager, select Standard 3 View

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8. Then Browse…

9. Search the Bracket that you have created during Exercise 3.2 or go to
Desktop/Module3/Exercise 3.2. Enable the Preview to view the part before
you open.

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10. Selected part in third angle projection.

Top view

Front view Right view

11. All other views are aligned with the Front view. When you move/drag the
front view up-down or left-right will move the other views.

12.Enlarge the views by change the scale to 1:2

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Make the Hidden Lines Visible

Adding dimensions to drawing and modifying dimensions

13. Select Annotation – Model Items, and in Dimensions tab, click Marked for
Drawing

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Source: Entire model

Marked for
Drawing

14.To change the arrow direction, click this point.

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Create Section View

15. Select the Section View Tool from the Drawing group.

1 2

Move the cursor over the edge

Move the cursor to the downside of

the bracket
16.A Section View is created. To reverse the arrow direction – double click on
the section line

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17. To break alignment between section view and top view, right click the
section view; go to Alignment-Break Alignment.

18. Delete the Right view.

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19.The location of Right view will be replaced by the Section view, but you
need to rotate this view first. Right click the view; choose
Zoom/Pan/Rotate – Rotate View.

20. Rotate the view to -90°.

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21. Select the section view, and click Centerline Tool from Annotations group
then centerlines will be added to the holes

22.Press and hold the Shift key and drag the dimension of 45 mm diameter
hole from the top view into the Section View

Press Shift key and select the

Dimension

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Bring the Dimension to a

new location

23. You can also hide the dimension. Just select the dimension you want
to hide, right click and find Hide. To show the dimension, go to View –
Hide/Show Annotations, then click any hidden dimension

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Insert a Note

24. Select Note Tool from the Annotation group

25. Begin typing the text as shown in the box that appears.

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Edit Sheet Format

26. Right click in the drawing space and select Properties

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27. Turn on/enable the box Display sheet format.

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28.Right click in the drawing area and select Edit Sheet Format.

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29. The drawing Sheet Format. After this, you will learn how to do some
modification to the sheet.

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30.Drag your mouse from left to the right to select all the lines and
information that you may not needed. Press Delete key and then use
Trim Entities to trim the lines.

31. Trim until you get the drawing table like this.

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32. Select Note Tool and type inside the Comments. Symbol plus/minus is
inserted by clicking on the Add Symbol Tool under Text Format tab.

33.Fill up the form as shown; type your department and drawing title.

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The Scale 1:5 is not corrected.

34. To modify the scale, you have to go to Sheet Properties and change the
Scale 1:2.

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35.Right click and select Edit Sheet.

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36. You will get back to the other side of drawing. It includes your drawing part
and sheet.

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37.A trimetric view can often be helpful in interpreting a 2D drawing. To bring

the view into the drawing layout, click Model View from Drawings.

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38. Click arrow Next.

39. Select the Trimetric View , and arrange the view as

figure below.

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Assembly Drawing

 Assembly drawings show all the parts and how they go together
 Dimensioning is not usually required
 Hidden lines usually omitted
 3D CAD packages can generate assembly drawings directly from
assembly models

Elements of an Assembly Drawing

 All parts are shown in one drawing

• assembled view
• sectioned assembly
• exploded assembly
 Parts list or bill of materials (BOMs)
• Part ID, quantity, description, catalogue number, etc.
 Balloons
• each part is identified by a numbered balloon, and referenced
to the parts list
 Machining and assembly instructions

Example of Assembly Drawing

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Balloons

Parts list
(BOM)

Opening drawing template and edit Sheet Format

1. Open the assembly file

Desktop/SolidWorks Basic
Training/Module5/Sliding brace
assembly.sldasm”. Make sure that the
assembly is in the ‘collapsed’
configuration

2. OK to accept the Drawing Template

3. Click Standard sheet size and select A-

Landscape. Do not turn on the Display sheet format yet.

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4. In the new drawing window, select the Standard 3 View, and make
sure it is in Third angle projection

Uncheck the
box

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SolidWorks Training (Basic)

5.

Select Trimetric
from the list Trimetric view

Select the Model View Tool from Drawings group

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Adding the Exploded View

6. Next, we will make an exploded view to the drawing.

1
Right click the
Trimetric View
and select
Properties 2 Enable the box to show in
exploded state

7. Showing the assembly and exploded drawing.

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Creating Bill of Materials (BOMs)

8. Select any of the drawing views

9. From the main menu, select Insert: Tables: Bill of Materials

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10. Accept the default selections

Customizing BOMs

11. Edit the title box

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1 2

Click on the
Part Number Edit the title box
cell, and to read PART
select NAME
Column
Properties

12. The drawing is almost complete, but the item numbers in the Bill of
Materials are not linked with the components in the drawing. We will
add “balloons” with part numbers to the drawing.

AutoBalloons

13. Select the exploded Trimetric Views.

Select the AutoBalloons Tool from the
Annotations group of the
CommandManager.

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14. Balloons will be added to the view.

15. Click and drag the part numbers to relocate

the balloons.

16. Balloon styles

Circular –

Triangular –
Hexagon –
Item number
Circular split line –
Quantity

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17. Completed assembly drawing.

Producing an e-drawing file

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1. Right click at the Main Menu and

select eDrawings 2007.

2. Click Publish eDrawings 2007 File

3. A
pop
up

window will come out. Click Retry button.

4. e-drawing file.

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5. To save the file, go to File-Save As. The type of file is *.edrw.

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Exercises 6.1:
In the PropertyManager, click Browse, and then open Desktop\ SolidWorks
Basic Training/Module6/motor casing.sldasm. Do the assembly drawing as
shown.

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