Engineering Design and Graphics With Solidworks 2023
Engineering Design and Graphics With Solidworks 2023
Design and
Graphics with
SolidWorks 2023
®
James D. Bethune
Nathan Brown
Engineering Design and Graphics with SolidWorks® 2023
Copyright © 2023 by Pearson Education, Inc., publishing as Peachpit Press. All rights
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v
Chapter 8 covers tolerances. Both linear and geometric tolerances are
included. This is often a difficult topic to understand, so there are many
examples of how to apply and how to interpret the various types of
tolerances. Standard tolerances as presented in the title block are
demonstrated.
Chapter 9 explains bearings and fit tolerances. The Design Library is
used to create bearing drawings, and examples show how to select the
correct interference tolerance between bearings and housing, and clearance
tolerances between bearings and shafts.
Chapter 10 presents gears. Gear terminology, gear formulas, gear
ratios, and gear creation using the SolidWorks Toolbox are covered. The
chapter relies heavily on the Design Library. Keys, keyways, and set screws
are discussed. Both English and metric units are covered. There is an exten-
sive sample problem that shows how to draw a support plate for mating
gears and how to create an assembly drawing for gear trains. The projects at
the end of the chapter include two large gear assembly exercises.
Chapter 11 will help students prepare for the CSWA certification exam.
There are many sample questions and examples. Students should time how
long it takes them to do each problem. This will help them get used to
working under time pressure.
The Appendix includes fit tables for use with projects in the text.
Clearance, locational, and interference fits are included for both inch and
millimeter values.
Acknowledgments
I would like to acknowledge the reviewers of this text: Peggy Condon-Vance,
Penn State Berks; Lisa Richter, Macomb Community College; Julie
Korfhage, Clackamas Community College; Max P. Gassman, Iowa State
University; Paul E. Lienard, Northeastern University; and Hossein Hemati,
Mira Costa College.
Thanks to my family—David, Maria, Randy, Sandra, Hannah, Will,
Madison, Jack, Luke, Sam, and Ben.
A special thanks to Cheryl.
James D. Bethune
I would like to acknowledge the editors of this edition: Anshul Sharma,
Patrice Rutledge, and Tonya Simpson. Thanks to my family: Amanda, Jovie,
and Iris. And thanks to my mentor: Gina Bertocci.
Nathan Brown
vi Preface
Contents
Preface v
CHAPTER 1 Getting Started 1 Adding a Tool to a Mouse Gestures Wheel 46
S Key 47
Chapter Objectives 1
Activating the S Key 48
1-1 Introduction 1 Customizing the S Key Shortcut Toolbar 49
1-2 Starting a New Document 2 Removing a Tool from the S Key Toolbar 51
Starting a New Part Document 2 2-3 Origins 51
Selecting a Sketch Plane 3 Showing the Origin 51
1-3 SolidWorks Colors 8 2-4 Circle 52
1-4 Creating a Fully Defined Circle 8 Sketching a Circle 52
Changing an Existing Dimension 10 Sketching a Perimeter Circle Using Three Points 54
Fully Defined Entities 11 Sketching a Perimeter Circle Tangent to
1-5 Units 14 Three Lines 55
Changing Units 15 2-5 Rectangle 56
1-6 Rectangle 15 Sketching a Center Rectangle 56
Sketching a Rectangle 15 Sketching a 3 Point Corner Rectangle 57
Exiting the Sketch Mode 17 Sketching a 3 Point Center Rectangle 58
Reentering the Sketch Mode 17 Sketching a Parallelogram 59
vii
Sketching a Chamfer Using Distance-Distance— Creating Inward Draft Sides 132
Not Equal Distance 84 Creating an Outward Draft 133
2-13 Sketch Text 84 3-3 Sample Problem SP3-1 134
Adding Text 85 3-4 Extruded Cut 137
Changing the Font and Size of Text 85
Adding Text to a Feature 86 3-5 Hole Wizard 138
Creating Text that Wraps Around Two Features 87 3-6 Creating a Hole with the Circle and
2-14 Point 87 Extruded Cut Tools 141
viii Contents
Creating a Slanted Surface on the Cylinder 200 5-6 Mate 311
Adding the Vertical Slot 201 Creating the First Assembly Using Mates 311
Adding the Ø8 Hole 203 Creating a Second Assembly 313
3-27 Sample Problem SP3-3 205 Creating a Third Assembly 315
CHAPTER 4 Orthographic Views 229 5-11 Bill of Materials (BOM or Parts List) 328
Editing the BOM 330
Chapter Objectives 229
Adding Columns to the BOM 332
4-1 Introduction 229 Changing the Width of a Column 333
4-2 Third- and First-Angle Projections 231 Changing the Width of Rows and Columns 334
Changing the BOM’s Font 334
4-3 Fundamentals of Orthographic Views 232
Normal Surfaces 233 5-12 Title Blocks 335
Hidden Lines 234 Revision Letters 336
Precedence of Lines 235 Editing a Title Block 336
Slanted Surfaces 236 Release Blocks 338
Compound Lines 237 Tolerance Blocks 339
Oblique Surfaces 238 Application Blocks 339
Rounded Surfaces 238 5-13 Animate Collapse 339
4-4 Drawing Orthographic Views 240 5-14 Sample Problem SP5-1 341
Moving Orthographic Views 249
5-15 Using the Motion Study Tool 344
Creating Other Views 249
Viewing the Assembly Motion 346
4-5 Section Views 250
5-16 Editing a Part Within an Assembly 347
4-6 Drawing a Section View 252
5-17 Interference Detection/Clearance
Changing the Style of a Section View 257
Verification 349
4-7 Aligned Section Views 258 Interference Detection 349
4-8 Broken Views 259 Detecting an Interference 350
Creating a Broken View 260 Verifying the Clearance 353
Removing the Interference 353
4-9 Detail Views 261
Verifying that a Clearance Exists 355
Drawing a Detail View 261
Chapter Projects 357
4-10 Auxiliary Views 262
Drawing an Auxiliary View 263 CHAPTER 6 Threads and Fasteners 381
4-11 First-Angle Projection 266 Chapter Objectives 381
Creating Three Orthographic Views Using
6-1 Introduction 381
First-Angle Projection 266
Chapter Projects 269 6-2 Thread Terminology 381
Pitch 382
CHAPTER 5 Assemblies 305 6-3 Thread Callouts—ANSI Metric Units 382
Chapter Objectives 305 6-4 Thread Callouts—ANSI Unified
Screw Threads 383
5-1 Introduction 305
6-5 Thread Representations 384
5-2 Starting an Assembly 305
6-6 Internal Threads—Inches 384
5-3 Move Component 308
6-7 Threaded Blind Holes—Inches 387
5-4 Rotate Component 309
6-8 Internal Threads—Metric 388
5-5 Mouse Gestures for Assemblies 310
Contents ix
6-9 Accessing the Design Library 390 7-13 Rounded Shapes—Internal 493
6-10 Thread Pitch 392 7-14 Rounded Shapes—External 494
6-11 Determining an External Thread 7-15 Irregular Surfaces 495
Length—Inches 392 7-16 Polar Dimensions 496
6-12 Smart Fasteners 398 7-17 Chamfers 497
6-13 Determining an Internal Thread Length 401 7-18 Symbols and Abbreviations 498
6-14 Set Screws 404 7-19 Symmetrical and Centerline Symbols 499
6-15 Drawing a Threaded Hole in the Side 7-20 Dimensioning to a Point 500
of a Cylinder 405
7-21 Dimensioning Section Views 501
6-16 Adding Set Screws to the Collar 409
7-22 Dimensioning Orthographic Views 501
Chapter Projects 411
Dimensions Using Centerlines 502
Chapter Projects 503
CHAPTER 7 Dimensioning 447
Chapter Objectives 447 CHAPTER 8 Tolerancing 519
7-1 Introduction 447 Chapter Objectives 519
7-2 Terminology and Conventions—ANSI 448 8-1 Introduction 519
Common Terms 448
8-2 Direct Tolerance Methods 519
Dimensioning Conventions 449
Common Errors to Avoid 449 8-3 Tolerance Expressions 521
7-3 Adding Dimensions to a Drawing 450 8-4 Understanding Plus and Minus Tolerances 522
Controlling Dimensions 454 8-5 Creating Plus and Minus Tolerances 522
Dimensioning Short Distances 455 Adding Plus and Minus Symmetric Tolerances Using
Autodimension Tool 457 the Dimension Text Box 524
Creating Baseline Dimensions 459
8-6 Creating Limit Tolerances 525
Creating Ordinate Dimensions 460
8-7 Creating Angular Tolerances 526
7-4 Drawing Scale 460
8-8 Standard Tolerances 528
7-5 Units 461
Aligned Dimensions 462 8-9 Double-Dimensioning Errors 528
Hole Dimensions 462 8-10 Chain Dimensions and Baseline
7-6 Dimensioning Holes and Fillets 466 Dimensions 530
Dimensioning a Blind Hole 466 Baseline Dimensions 531
Dimensioning Hole Patterns 468 8-11 Tolerance Studies 532
7-7 Dimensioning Counterbored and Calculating the Maximum Length of A 532
Countersunk Holes 469 Calculating the Minimum Length of A 533
Counterbored Hole with Threads 473 8-12 Rectangular Dimensions 533
Dimensioning Countersink Holes 479
8-13 Hole Locations 533
Dimensioning the Block 480
8-14 Choosing a Shaft for a Toleranced Hole 535
7-8 Angular Dimensions 480
For Linear Dimensions and Tolerances 536
Dimensioning an Evenly Spaced Hole Pattern 484
8-15 Sample Problem SP8-1 537
7-9 Ordinate Dimensions 485
Creating Ordinate Dimensions 486 8-16 Sample Problem SP8-2 538
x Contents
8-19 Standard Fits (Inch Values) 540 CHAPTER 9 Bearings and Fit
Adding a Fit Callout to a Drawing 540 Tolerances 619
Reading Fit Tables 542
Chapter Objectives 619
8-20 Preferred and Standard Sizes 543
9-1 Introduction 619
8-21 Surface Finishes 544
9-2 Sleeve Bearings 620
8-22 Surface Control Symbols 545 Drawing a Sleeve Bearing 620
8-23 Applying Surface Control Symbols 547 Using a Sleeve Bearing in an Assembly Drawing 621
Adding a Lay Symbol to a Drawing 548 9-3 Bearings from the Toolbox 623
8-24 Design Problems 549 9-4 Ball Bearings 626
Floating Condition 550
9-5 Fits and Tolerances for Bearings 628
Fixed Condition 551
Designing a Hole Given a Fastener Size 553 9-6 Fits—Inches 628
8-25 Geometric Tolerances 554 9-7 Clearance Fits 628
8-26 Tolerances of Form 554 9-8 Hole Basis 629
8-27 Flatness 554 9-9 Shaft Basis 629
8-28 Straightness 555 9-10 Sample Problem SP9-1 629
8-29 Straightness (RFS and MMC) 556 9-11 Interference Fits 630
8-30 Circularity 559 9-12 Manufactured Bearings 631
Clearance for a Manufactured Bearing 632
8-31 Cylindricity 560
Applying a Clearance Fit Tolerance 632
8-32 Geometric Tolerances Using SolidWorks 561 Interference for a Manufactured Bearing 633
8-33 Datums 561 Applying an Interference Fit Tolerance 633
Adding a Datum Indicator 563 Applying Standard Fit Tolerances to an
Defining a Perpendicular Tolerance 564 Assembly Drawing 634
Defining a Straightness Value for Datum 9-13 Fit Tolerances—Millimeters 635
Surface A 565 Chapter Projects 636
8-34 Tolerances of Orientation 566
8-35 Perpendicularity 566 CHAPTER 10 Gears 653
8-36 Parallelism 569 Chapter Objectives 653
8-37 Angularity 569 10-1 Introduction 653
8-38 Profiles 570 10-2 Gear Terminology 654
8-39 Runouts 572 10-3 Gear Formulas 655
8-40 Positional Tolerances 573 10-4 Creating Gears 656
Creating a Gear Assembly 657
8-41 Creating Positional Tolerances 575
Animating the Gears 661
Creating the Positional Tolerance 575
10-5 Gear Ratios 663
8-42 Virtual Condition 578
Calculating the Virtual Condition for a Shaft 579 10-6 Gears and Bearings 663
Calculating the Virtual Condition for a Hole 579 Adding Bearings 663
8-43 Floating Fasteners 579 10-7 Power Transmission—Shaft to Gear 666
8-44 Sample Problem SP8-3 581 10-8 Set Screws and Gear Hubs 666
Adding a Threaded Hole to the Gear’s Hub 668
8-45 Sample Problem SP8-4 582
10-9 Keys, Keyseats, and Gears 671
8-46 Fixed Fasteners 582
Defining and Creating Keyseats in Gears 671
8-47 Sample Problem SP8-5 583 Returning to the Assembly Drawing 674
8-48 Design Problems 584 Defining and Creating a Parallel Key 675
Chapter Projects 588 Creating a Keyseat in the Shaft 676
Contents xi
Creating the Keyseat 678 Problem 11-15 729
Creating the Arc-Shaped End of a Keyseat 679 Problem 11-16 730
10-10 Sample Problem SP10-1 681 Problem 11-17 731
Determining the Pitch Diameter 681 Problem 11-18 732
Editing the Bill of Materials 683 Problem 11-19 733
Problem 11-20 734
10-11 Rack and Pinion Gears 687
Animating the Rack and Pinion 689 11-6 Drawing Auxiliary Views 735
Problem 11-21 735
10-12 Metric Gears 690
Problem 11-22 736
Creating a Metric Gear 690
Problem 11-23 737
Chapter Projects 692
11-7 Drawing Break Views 737
CHAPTER 11 CSWA Preparation 715 Problem 11-24 738
Problem 11-25 738
Chapter Objectives 715
11-8 Drawing Section Views 739
11-1 Introduction 715
Problem 11-26 739
11-2 Working with Cubes 716 Problem 11-27 740
Problem 11-1 716 Problem 11-28 741
11-3 Drawing Profiles 717 11-9 Drawing Detail Views 742
Problem 11-2 717 Problem 11-29 742
Problem 11-3 718 Problem 11-30 743
Problem 11-4 719
11-10 Drawing Lines and Views 744
Problem 11-5 719
Problem 11-31 744
Problem 11-6 721
Problem 11-32 745
11-4 Drawing Small 3D Objects 721 Problem 11-33 746
Problem 11-7 722
11-11 Creating Assemblies 747
Problem 11-8 722
Problem 11-34 747
Problem 11-9 723
Problem 11-35 749
Problem 11-10 724
Problem 11-11 725 11-12 Problem Answers 750
Problem 11-12 726
11-5 Drawing Larger Objects 727 APPENDIX 751
Problem 11-13 727
Problem 11-14 728 Index 763
xii Contents
7 chapterseven
Dimensioning
CHAPTER OBJECTIVES
7-1 Introduction
Dimensions are added to SolidWorks on Drawing documents. Dimensions
will appear in Part documents, but these are construction dimensions.
These sketch dimensions are used to create a part and are used when a
sketch is edited. They may be modified as the part is being created using
the Smart Dimension tool. They will not appear on the finished model or in
Assembly documents.
Figure 7-1 shows a dimensioned shape. The drawing on the left in
Figure 7-1 shows the sketch dimensions that were used as the part was
being created. The drawing on the right in Figure 7-1 shows dimensions
that were created using the Smart Dimension tool in a Drawing document.
These are defining dimensions and will appear on the working drawings.
This chapter will show how to apply these types of dimensions.
SolidWorks has ANSI Inch and ANSI Metric dimensions available. Other
dimensioning systems such as ISO also are available. This text is in compli-
ance with ANSI standards.
447
Figure 7-1 Sketching dimensions,
created as sketch Dimensions added to
was created a drawing document
using the Smart
Dimension tool
Common Terms
Figure 7-2 shows both ANSI- and ISO-style dimensions. The terms apply to
both styles.
Figure 7-2
Chapter 7
There are general guidelines you should follow when dimensioning
drawings. Figure 7-3 shows some of the following guidelines applied to a
dimensioned part.
Figure 7-3
• Dimension lines should be drawn evenly spaced; that is, the distance
between dimension lines should be uniform. A general rule of thumb is
to locate dimension lines about 1/2in. or 15mm apart.
• There should be a noticeable gap between the edge of a part and the
beginning of an extension line. This serves as a visual break between the
object and the extension line. The visual difference between the line types
can be enhanced by using different colors for the two types of lines.
• Leader lines are used to define the size of holes and should be positioned
so that the arrowhead points toward the center of the hole.
• Centerlines may be used as extension lines. No gap is used when a
centerline is extended beyond the edge lines of an object.
• Align dimension lines whenever possible to give the drawing a neat,
organized appearance.
Locate
dimension
away from Avoid long
the edges extension lines
of the object
Figure 7-5
Block, 2 Holes
Figure 7-6
Chapter 7
centerline of the right hole.
3 Click the horizontal centerline of the left hole. Small blue boxes will
appear on the center mark.
4 Click and drag the horizontal centerline from the left hole to the right
hole.
The holes now have the same horizontal centerline so only one vertical
dimension can be used to define the hole’s location. See Figure 7-7.
Figure 7-7
Use the Smart dimension tool and
add dimensions to the drawing
TIP
Centerlines can be extended by first clicking them and then dragging an endpoint to a
new location.
5 Use the Smart Dimension tool and add the horizontal and vertical
dimensions as shown.
See Figure 7-8.
Figure 7-8
Aligned
Equal distance spacing
RULE
Keep dimension lines aligned and evenly spaced.
6 Click the Hole Callout tool located on the Annotation panel, click the
edge of the left hole, and move the cursor away from the hole.
Note that the leader arrow always points to the center of the hole.
7 Select a location off the surface of the part and click the mouse.
RULE
Never locate dimensions on the surface of the part.
See Figure 7-9. The word THRU is optional. Some companies require it
and some do not.
Figure 7-9
Chapter 7
(Continued )
Resulting callout
Figure 7-10
Controlling Dimensions
Various aspects of dimensions can be edited, such as text height, arrow
location, and text values.
1 Click the Options tool at the top of the screen.
The Documents Properties - Drafting Standard dialog box will
appear. See Figure 7-11.
2 Click the Document Properties tab.
3 Click the Dimensions option.
The Document Properties - Dimensions dialog box can be used to
edit the style and form of dimensions. It can also be used to change the way
arrows are applied.
4 Click the Font option.
The Choose Font dialog box will appear. See Figure 7-11. This dialog
box can be used to change the font, font style, and height of dimension text.
The height of text can be measured in inches, millimeters, or points. A point
refers to a space that equals about 1/72 of an inch. (There are 12 points to
a pica.)
Figure 7-11
Chapter 7
(Continued ) An example of Times New Roman font
5 Click the Height: Units radio button and change the height to
0.250in.
Note that the SolidWorks default font is Century Gothic.
6 Click OK, then OK.
Figure 7-11 shows dimensions created using the Times New Roman
font. Fonts for drawings should always be easy to read and not too stylistic.
RULE
Never squeeze dimension values. Dimension values should always be presented clearly
and legible.
Figure 7-12 shows two other options for dimensioning. The first
is the baseline method, in which all dimensions are taken from the same
datum line. The second method is a combination of chain and baseline
dimensions.
Chain dimensions
This distance
does not require
a dimension
Overall dimension
This distance
does not require
a dimension
Chapter 7
Never dimension the same distance twice. This is called double dimensioning.
Omit one
of the dimensions
Autodimension Tool
The Autodimension tool will automatically add dimensions to a drawing.
WARNING
The dimensions created using the Autodimension tool are not always in the best loca-
tions. The dimensions must be relocated to be in compliance with ANSI conventions.
Edge 2 (Pink)
Edge 1 (Purple)
4. Click Apply
Chain dimensions created using the Autodimension tool Chain dimensions in compliance with ANSI
Chapter 7
the baseline scheme, which is created as follows.
Figure 7-15
Baseline Scheme
Edge 2 (Pink)
Baseline dimensions
in compliance with ANSI
Figure 7-16
Ordinate Scheme
Edge 2 (Pink)
Chapter 7
greater than 1 indicates that the drawing is larger than actual size. A value
smaller than 1 indicates that the drawing is smaller than actual size.
Regardless of the drawing scale selected, the dimension values must be
true size. Figure 7-17 shows the same rectangle drawn at two different
scales. The top rectangle is drawn at a scale of 1 = 1, or its true size. The
bottom rectangle is drawn at a scale of 2 = 1, or twice its true size. In both
examples the 3.00 dimension remains the same.
Figure 7-17
Figure 7-18
SCALE: FULL
TOLERANCES UNLESS
OTHERWISE STATED
X ±1
.X ± .1
.xx ± .01
.XXX ± .005
Xº ± 1º
SCALE: 2=1
.Xº ± .1º
7-5 Units
It is important to understand that dimension values are not the same as
mathematical units. Dimension values are manufacturing instructions and
always include a tolerance, even if the tolerance value is not stated.
Manufacturers use a predefined set of standard dimensions that are
applied to any dimensional value that does not include a written tolerance.
Standard tolerance values differ from organization to organization.
Figure 7-18 shows a chart of standard tolerances.
In Figure 7-19 a distance is dimensioned twice: once as 5.50 and a sec-
ond time as 5.5000. Mathematically these two values are equal, but they
are not the same manufacturing instruction. The 5.50 value could, for
example, have a standard tolerance of ±.01, whereas the 5.5000 value
could have a standard tolerance of ±.0005. A tolerance of ±.0005 is more
difficult and therefore more expensive to manufacture than a tolerance
of ±.01.
Figure 7-20 shows examples of units expressed in millimeters and
in decimal inches. A zero is not required to the left of the decimal point
for decimal inch values less than one. Millimeter values do not require
zeros to the right of the decimal point. Millimeter and decimal inch values
never include symbols; the units will be defined in the title block of the
drawing.
Figure 7-20
Millimeters
0.25 0.5 0.033
32 14.5 3 Zero required
Aligned Dimensions
Aligned dimensions are dimensions that are parallel to a slanted edge
or surface. They are not horizontal or vertical. The units for aligned
dimensions should be written horizontally. This is called unidirectional
dimensioning.
Figure 7-21 shows the front, right-side, and isometric views of a part
with a slanted surface. The dimensions were applied using the Smart
Dimension tool. Note that the slanted dimension, aligned with the slanted
surface, has unidirectional (horizontal) text. The hole dimension was cre-
ated using the Note tool from the Annotation tab.
Hole Dimensions
Figure 7-22 shows an object that has two holes, one blind and one com-
pletely through. The object has filleted corners. In this section we will add
dimensions to the views.
Aligned dimension
Created using
the Note tool
The holes were drawn using the Hole Wizard tool. The Hole Wizard
tool will automatically create a conical point to a blind hole.
Chapter 7
See Figure 7-23. In general, dimensions are applied from the inside
out; that is, starting with the features in the middle of the part and working
out to the overall dimensions. Leader lines are generally applied last, as
they have more freedom of location.
2 Use the Linear Center Mark tool to draw a centerline between the two
holes and use the Centerline tool to add the vertical centerline in the
front and side views.
The centerline between the two holes indicates that the vertical 30
dimension applies to both holes.
NOTE
Centerlines should extend beyond the edges of the part. Centerlines can be extended by
first clicking the centerline. Blue end boxes will appear. Click and drag the blue end
boxes to a point beyond the edges of the part.
Figure 7-23
Center mark
3 Use the Smart Dimension tool and add a dimension to one of the
filleted corners.
See Figure 7-24.
Figure 7-24 Dimension the corner
4 Click the fillet dimension again, go to the Dimension Text block on the
Dimension PropertyManager, and type - 4 CORNERS as shown in
Figure 7-25.
Figure 7-25
R15
Add text to R15 dimension
Figure 7-26
Chapter 7
depth value of 30 (see Figure 7-28).
Complete the dimensions.
See Figure 7-29.
Figure 7-28
Figure 7-27
A blind hole
Depth
Available symbols
Figure 7-29
Overall dimension
Overall dimension
Overall dimension
NOTE
If the Smart Dimension tool had been used, the dimension would have to be edited in
the Dimension Text area and the depth symbol and a numerical value added.
2. Define Standard
Chapter 7
(Continued )
Hole callout
Not included
in depth
3 Click the Hole tool in the Hole Type box. Define the hole using the
ANSI Inch standard with a Size of 1/2 and a Blind Hole Depth of
1.18in.
4 Click the Positions tab.
5 Locate the hole as shown.
The initial location is an approximation. Use the Smart Dimension tool
to specify the exact location of the hole’s centerpoint.
6 Click the green OK check mark.
7 Save the drawing as Block, Blind.
8 Start a new Drawing document and create a front and a top ortho-
graphic view of the Block, Blind.
9 Add dimensions to the views.
10 Click the Annotation tab and click the Hole Callout option.
11 Click the edge of the hole, move the cursor away from the hole, define a
location for the hole callout, and click the mouse. The hole callout
dimension will initially appear as a rectangular box.
Change the height of the text font if necessary.
12 Save the drawing.
Note that the hole includes a conical point. Holes manufactured
using twist drills will have conical points. The conical point is not included
in the hole’s depth dimension. A special drill bit can be used to create a
flat-bottomed hole.
Figure 7-31
Figure 7-32
Dimensions for holes with depth
Section views of holes with depth
Symbol
for depth
Optional
Figure 7-33
Chapter 7
Figure 7-35
Figure 7-37
1. Click Counterbore
2. Set parameters
Chapter 7
(Continued )
Finished block
Set the End
Condition to Blind
and depth of 1.0
2. Add Centerlines
Figure 7-39 shows the Block, Cbore assembled with hex head screws
inserted into the counterbored holes. SolidWorks will automatically gener-
ate the correct size counterbored hole for a specified screw. The counter-
bore depth will align the top of the screw head with the top surface of the
part and will define a hole diameter that includes clearance between the
fastener and the hole. In this example a clearance hole with a diameter of
Ø.40 was generated. The hole is .02 larger than the specified .38 fastener
diameter.
Chapter 7
surface of the part, check the Head clearance box under Options in the
Hole Specification section of the Hole Wizard PropertyManager. See
Figure 7-40.
Figure 7-40
Click Hole Wizard and
Hole Specification
Figure 7-39
3/8 Hex Head screw
Tool clearance
The diameter of the counterbored hole can be made larger than the
clearance generated by SolidWorks to allow for tool clearance. Tool clear-
ance allowance increases the diameter of the counterbore so that it is large
enough to allow a socket wrench to fit over the head of the fastener and still
fit within the hole.
4. Specify 3/8-16
Chapter 7
(Continued )
7 Click the Features tab, click the Extruded Cut tool, and specify a cut depth of
0.27.
8 Click the green OK check mark.
9 Repeat the procedure, adding a second hole with a thread to a depth of 0.85.
Figure 7-42
Chapter 7
access the Dimension Text
Clearance hole
Chapter 7
Countersink holes are used with flat head screws to create assemblies in
which the fasteners do not protrude above the surfaces.
Figure 7-45 shows a part with two countersunk holes; one goes com-
pletely through, the other has a depth specification.
Figure 7-45
1 Draw a 40 × 80 × 60 block.
2 Use the Hole Wizard tool, click the Countersink type, specify the ANSI
Metric standard, select an M10 size for a flat head screw, and specify a
hole that goes all the way through. Define a head clearance of 2.00mm.
3 Click the Positions tab and position the countersunk hole’s center-
point as shown using the Smart Dimension tool.
4 Click the green OK check mark.
5 Click the Hole Wizard tool, click the Countersink type, specify the
ANSI Metric standard, select an M10 size for a flat head screw, and
specify a depth requirement of 25.00mm for a Blind hole. Define a
head clearance of 2.00mm.
Inclusive angle
of countersink
Diameter of countersunk
hole on the top surface
Completed dimensions
Chapter 7
A model with slanted surfaces
Angular dimension
Extension line
Extension line
No dimension here
There are different ways to
dimension the same model.
Do not include more dimensions
than are needed.
No dimension here
Figure 7-49
An evenly spaced
circular pattern
Chapter 7
(Continued )
An unevenly spaced
circular pattern
A dimensioned, evenly
spaced circular pattern
Dimension the
uneven circular
pattern
Chapter 7
Insert Options located on the Center Mark PropertyManager.
2 Add dimensions to the pattern and the object.
The six holes are evenly spaced and are all the same size, so only one
angular dimension and a note are needed, as shown. All the holes are the
same distance from the centerpoint, so the circular centerline needs only
one dimension that will include the six holes.
The size and text position of the angular dimension can be edited using
the System tool, Document Properties, Dimensions, Angle, and entering
edits.
Figure 7-49 shows a similar object but with an uneven hole pattern.
Each hole must be dimensioned separately.
When the drawing view first appears on the screen, all the center
marks are horizontal and vertical. A circular centerline pattern is preferred.
Click each center mark and Hide the mark. Click the Center Mark tool and
the Circular Center Mark tool located under the Manual Insert Options,
and click each hole. A circular centerline pattern will appear. The shape
can then be dimensioned using the circular pattern.
Figure 7-50
Figure 7-51
Origin
Chapter 7
(Continued )
Vertical Ordinate
Dimensions
3 Click the arrowhead located under the Smart Dimension tool and click
the Horizontal Ordinate Dimension option.
4 Click the lower-left corner of the part to establish the origin for the
dimensions.
5 Move the cursor away from the origin and define a location for the “0”
dimension.
All other horizontal dimensions will align with this location.
6 Click the lower portion of each hole’s vertical centerline and the
lower-right corner of the part.
7 Click the arrowhead located under the Smart Dimension tool and click
the Vertical Ordinate Dimension option.
8 Click the lower-left corner of the part to establish the origin for the
dimensions.
Chapter 7 | Dimensioning 487
9 Click the left portion of each hole’s horizontal centerline and the
upper-left corner of the part.
10 Add dimensions for the holes.
Figure 7-52 shows the dimensioned part.
Figure 7-52
Chapter 7
Baseline dimensions
6 Click the arrowhead under the Smart Dimension tool and click the
Baseline Dimension option.
7 Click the lower horizontal edge of the part and the left end of the first
horizontal centerline.
8 Click the left end of each horizontal centerline and the right top
horizontal edge line.
The alignment of the vertical dimension lines can be changed by
right-clicking the individual dimension and selecting the Break Alignment
option.
9 Add the hole dimensions.
Hole Tables
Hole tables are a method for dimensioning parts that have large numbers of
holes where standard dimensioning may be cluttered and difficult to read.
See Figure 7-54.
Figure 7-54
1. Click Tables
Chapter 7
(Continued )
A hole table
Locate dimensions
near the features
they are defining
Avoid
Align groups of
dimensions
Chapter 7
2 Do not locate dimensions on the surface of the object.
3 Align and group dimensions so that they are neat and easy to under-
stand.
4 Avoid crossing extension lines.
Sometimes it is impossible not to cross extension lines because of the
complex shape of the object, but whenever possible, avoid crossing exten-
sion lines.
5 Do not cross dimension lines.
6 Locate shorter dimensions closer to the object than longer dimensions.
7 Always locate overall dimensions the farthest away from the object.
8 Do not dimension the same distance twice. This is called double
dimensioning and will be discussed in Chapter 8 in association with
tolerancing.
Figure 7-56
Figure 7-58
Chapter 7
sioned using the object’s centerline. This type of dimensioning is done when
the distance between the holes is more important than the overall length of
the object; that is, the tolerance for the distance between the holes is more
exact than the tolerance for the overall length of the object.
The overall length of the object is given as a reference dimension (100).
This means the object will be manufactured based on the other dimensions,
and the 100 value will be used only for reference.
Objects with partially rounded edges should be dimensioned as shown
in Figure 7-58. The radii of the end features are dimensioned. The center-
point of the radii is implied to be on the object centerline. The overall
dimension is given; it is not referenced unless specific radii values are
included.
Figure 7-59
Figure 7-60
Baselines
Figure 7-61
Chapter 7
polar dimensions.
Figure 7-62
7-17 Chamfers
Chamfers are angular cuts made on the edges of objects. They are usually
used to make it easier to fit two parts together. They are most often made at
45° angles but may be made at any angle. Figure 7-63 shows two objects
with chamfers between surfaces 90° apart and two examples between sur-
faces that are not 90° apart. Either of the two types of dimensions shown
for the 45° dimension may be used. If an angle other than 45° is used, the
angle and setback distance must be specified.
Figure 7-63
Figure 7-64 shows two examples of internal chamfers. Both define the
chamfer using an angle and diameter. Internal chamfers are very similar to
countersunk holes.
Figure 7-65
AL = Aluminum
CBORE = Counterbore
CRS = Cold Rolled Steel
CSK = Countersink
DIA = Diameter
EQ = Equal
HEX = Hexagon
MAT'L = Material
R= Radius
SAE = Society of Automotive
Engineers
SFACE = Spotface
ST = Steel
SQ = Square
REQD = Required
Chapter 7
Diameter
Click here
TIP
To access the Dimension PropertyManager Value tab, click an existing dimension.
More symbols are available by clicking the More box. A list of available
symbols will appear. Click a new symbol. A preview of the selected symbol
will appear. Click OK and the symbol will appear on the drawing next to the
existing symbol.
Figure 7-68
Chapter 7
Section views are dimensioned. See Figure 7-69. The section lines should
be drawn at an angle that allows the viewer to clearly distinguish between
the section lines and the extension lines.
Figure 7-69
Figure 7-70
The hole dimensions are added to the top view, where the hole appears
circular. The slot is also dimensioned in the top view because it appears in
contour. The slanted surface is dimensioned in the front view.
The height of surface A is given in the side view rather than run along
extension lines across the front view. The length of surface A is given in the
front view. This is a contour view of the surface.
It is considered good practice to keep dimensions in groups. This
makes it easier for the viewer to find dimensions.
Be careful not to double dimension a distance. A distance should be
dimensioned only once. If a 30 dimension were added above the 25 dimen-
sion on the right-side view, it would be an error. The distance would be
Figure 7-71
Project 7-1:
Measure and redraw the shapes in Figures P7-1 through P7-24. The dotted
grid background has either .50in. or 10mm spacing. All holes are through
holes. Specify the units and scale of the drawing. Use the Part template to
create a model. Use the grid background pattern to determine the dimen-
sions. Use the Drawing template to create the orthographic view shown.
Use the Smart Dimension tool to dimension the view.
A. Measure using millimeters.
B. Measure using inches.
All dimensions are within either .25in. or 5mm. All fillets and rounds
are R.50in., R.25in. or R10mm, R5mm.
Figure P7-1
THICKNESS:
40mm
1.50in.
Figure P7-2
THICKNESS:
20mm
.75in.
Figure P7-3
THICKNESS: THICKNESS:
35mm 15mm
1.25in. .50in.
THICKNESS: THICKNESS:
10mm 5mm
.50in. .25in.
THICKNESS:
THICKNESS: 25mm
12mm 1.00in.
.50in.
THICKNESS:
20mm
.75in.
THICKNESS:
5mm
.25in.
THICKNESS:
18mm
.625in.
THICKNESS:
24mm
1.00in.
Figure P7-13
THICKNESS:
10mm
.25in.
Figure P7-14
THICKNESS:
8mm
.25in.
THICKNESS:
20mm
.75in.
Figure P7-16
THICKNESS:
20mm
.75in.
THICKNESS:
THICKNESS: 30mm
20mm 1.375in.
.75in.
Figure P7-19
THICKNESS:
12mm
.30in.
THICKNESS:
5mm
.125in.
Figure P7-21
Figure P7-23
THICKNESS:
5mm
.19in.
THICKNESS:
15mm
.625in.
Project 7-2:
Use the Part template to draw models of the objects shown in Figures
P7-25 through P7-42.
1. C
reate orthographic views of the objects. Dimension the orthographic
views.
2. Create 3D models of the objects. Dimension the 3D models.
Figure P7-36
MILLIMETERS
Figure P7-35
MILLIMETERS
Figure P7-39
MILLIMETERS
Figure P7-40
MILLIMETERS
Figure P7-42
MILLIMETERS
Project 7-4:
1. D
raw a 3D model from the given top orthographic and section views
in Figure P7-44.
2. D
raw a top orthographic view and a section view of the object and
add dimensions.
Project 7-5:
1. D
raw a 3D model from the given top orthographic and section views
in Figure P7-45.
2. D
raw a top orthographic view and a section view of the object and
add dimensions.
Project 7-7:
Redraw the given shapes in Figures P7-47 through P7-49 and dimension
them using the following dimension styles.
1. Baseline
2. Ordinate
3. Hole Table
Figure P7-47
MILLIMETERS
MATL = 0.50
Figure P7-49
INCHES
763
using distance-distance – not equal outward draft, 133–134 dimensions and dimensioning, 1, 7.
distance, 84 plus and minus tolerances, 522–523 See also tolerances
vertex, 155–156 positional tolerance, 575–578 adding to a drawing, 450–454
changing reference plane, 161–165 aligned, 462
existing dimension, 10–11 crest, 381 angular, 448, 480–484
style of a section view, 257 Curve Driven Pattern tool, 208–213 baseline, 459, 488–490, 529–532
text font and size, 85–86 curved surfaces, dimensioning to a basic, 574
units, 15 point, 500 blind holes, 466–471
Circle tool, 9, 52–54, 141–142 Customize dialog box, 45, 49 chain, 529–531
circle/s customizing, S Key toolbar, 49–51 chamfers, 497–498
changing an existing dimension, 10–11 cutout, editing, 196–197 changing, 10–11
under defined, 11 cylinders. See also sleeve bearings circle, 12–13
defining the diameter, 53–54 creating a slanted surface, 200 common errors to avoid, 449–450
fully defined, creating, 8–10 drawing, 198–200 controlling, 454–455
locational value, 11 hole, adding, 203–205 conventions, 449
perimeter straightness tolerance, 556 counterbored holes, 469–478
sketching, 66–67 threaded holes, adding, 405–409 countersink holes, 479–480
sketching tangent to three lines, vertical slot, adding, 201–203 datum, 561–563
55–56 cylindricity tolerance, 560 designing a hole given a fastener size,
sketching using three points, 54–55 553
sketching, 52–54 D double, 457, 493, 528–529
circular pitch, 655 drawing scale, 460–461
datum, 561–563
Circular Sketch Pattern tool, 176–177 driving, 13
indicator, adding, 563–564
circular sketch patterns, creating, 97–99 evenly spaced hole pattern, 484–485
surfaces, 545
circular thickness, 655 extension lines, 448, 449
Datum Feature tool, 563, 564
circularity tolerance, 559–560 hole patterns, 468–469
debossed text, creating, 191–194
class, threads, 383–384 hole tables, 490–491
dedendum, 655
clearance, 655 holes, 462–466
under defined entities, 11
clearance fit, 539, 628–629, 632–633 irregular surfaces, 495–496
Design Library, 381
Clearance Verification tool, 353, 355–356 leader lines, 448, 449
accessing, 390–392
closed spline, 72 linear, 448
Limits and Fits option, 539
Coincident relation icon, 5 lines, 448
nuts, 394–396
colors, 8 locating, 492–493
threads, 383
Column Width dialog box, 333 nominal size, 535–537, 549
washers, 393–394
column/s ordinate, 460, 485, 486–488
detail view, drawing, 261–262
adding to BOM (bill of materials), orthographic views, 501–502
detailed representation, threads, 384
332–333 overall, 455
detecting, interference, 350–352
width, changing on a BOM (bill of to a point, 500
dialog box
materials), 333 polar, 496–497, 535
Column Width, 333
compound lines, 237 rectangular, 533
Customize, 45, 49
compression springs, 181–182 reference, 13, 495
Documents Properties - Drafting
Concentric relation icon, 23 section views, 501
Standard, 454
conic section, sketching, 79–80 short distances, 455–457
Formatting, 330, 336
controlling, dimensions, 454–455 slots, 493–494
Make Dimension Driven?, 13
copying, entities, 100–102 standard tolerances, 461
Modify, 10, 29
counterbored holes, dimensioning, symbols and abbreviations, 498–499
New SolidWorks Document, 240, 672
469–478 unidirectional, 462
Properties/Geometric Tolerance, 564
countersink holes, dimensioning, units, 14–15, 461–462
S Key, 47
479–480 using centerlines, 502
Smart Fastener, 399
creating values, 455, 461
diameter
2D shapes, 28–31 document/s
calculating, 535–538
3D models, 25–26 part
clearance fit, 539
angular tolerances, 526–528 sketch plane, selecting, 3–8
defining, 53–54
baseline dimensions, 459, 488–490 starting, 2–3
fixed condition, 551–552
broken views, 260–261 saving, 27–28
floating condition, 550–551
exploded isometric drawings, 324–326 Documents Properties - Drafting
interference fit, 539, 540
fillets, with variable radius, 148–149 Standard dialog box, 454
major, 382
gears, 656–657, 690–691 double dimensioning, 457, 493, 528–529
minor, 381
ground ends, 183–184 Draft tool, 172–173
outside, 655
holes, 32–36, 141–142 drawing/s. See also assembly/ies
pitch, 655, 681–683
blind, 143–146 2D shape, 20–23
root, 655
inward draft sides, 132–133 abbreviations, 498–499
transition fit, 539
keyseats, 671–674, 678–679 adding dimensions, 450–454
diametral pitch, 655
limit tolerances, 525–526 auxiliary view, 262–266
Dimension Property Manager, 464
linear sketch pattern, 95–97 callouts, thread, 382–383
Dimension Text box, adding plus and
mirror entities, 92–94 cylinders, 198–200
minus symmetric tolerances,
ordinate dimensions, 460, 486–488 detail views, 261–262
524–525
764 Index
fit callout, adding, 540–541 extending creating with a variable radius,
helix, 179–180 centerlines, 463 148–149
lay symbol, adding, 548–549 entities, 89–90 dimensioning, 493
orthographic view, 240–248 extension lines, 448, 449 sketching, 81
scale, 460–461 extension springs, drawing, 187–191 first-angle projection, orthographic
section views, 252–257 Extrude Boss/Base tool, 129–132, views, 229–230, 243, 266–268
sheet sizes, 241 134–136 fit/s, 628
sleeve bearings, 620–621 creating an outward draft, 133–134 callout, adding to a drawing, 540–541
springs, 180–181 creating inward draft sides, 132–133 clearance, 539, 628–629, 632–633
extension, 187–191 extrusion depth, defining, 132 interference, 539, 540, 630–631
torsional, 184–187 Extruded Cut tool, 137–138, 141–142, locational, 630
symbols, 498–499 203 metric, 635
threads press, 633
blind holes, 387–388 F standard, 540, 634–635
internal, 384–387 tables, 542
face width, 655
driving dimension, 13 transition, 539
fasteners, 399–400, 553 fixed condition, 551–552
fixed, 582–584
E fixed fasteners, 582–584
fixed condition, 551–552 flatness tolerances, 554–555
editing, 195 floating, 579–582 floating condition, 550–551
BOM (bill of materials), 330–331, floating condition, 550–551 floating fasteners, 579–582
683–686 screw sets, 404–405 font
cutout, 196–197 features, text changing, 85–86
dimensions, 454–455 adding, 86 changing on a BOM (bill of materials),
holes, 195–196 wrapping, 87 334–335
parts within an assembly, 347–349 Features tools, 3 Formatting dialog box, 330, 336
splines, 73 Chamfer, 153 formulas, gear, 655
title block, 336–338 defining a vertex chamfer, 155–156 fully defined entities, 8–10, 11–13
ellipse defining using an angle and a
conic section, sketching, 79–80 distance, 153–154
G
partial, sketching, 75–76 defining using two distances,
sketching, 74–75 154–155 gear/s
English units, 14–15, 542. See also Circular Sketch Pattern, 176–177 addendum, 655
metric units Curve Driven Pattern, 208–213 animating, 689–690
entities Draft, 172–173 assemblies, 674–675
center, 110–111 Extrude Boss/Base, 129–132, adding bearings, 663–666
copying, 100–102 134–136 animating the gears, 661–662
under defined, 11 creating an outward draft, 133–134 creating, 657–661
extending, 89–90 creating inward draft sides, 132–133 backlash, 655
fully defined, 11–13 extrusion depth, defining, 132 CD (center distance), 655
mirror, creating, 92–94 Extruded Cut, 137–138, 203 circular pitch, 655
moving, 18, 99–100 Fillet, 146–148 circular thickness, 655
rotating, 102–103, 151–153 creating a fillet with a variable clearance, 655
scaling, 103–104 radius, 148–149 creating, 656–657
Sketch Relations, 24–25 Face Fillet option, 150–151 dedendum, 655
splitting, 106–109 Full Round Fillet option, 151–153 diametral pitch, 655
stretching, 104–106 Hole Wizard, 138–142, 462, 466–471 face width, 655
trimming, 88 creating a blind hole, 143–146 formulas, 655
evenly spaced hole pattern, dimensioning counterbored and hub
dimensioning, 484–485 countersunk holes, 469–480 adding, 666–667
exam preparation, 715 internal threads, drawing, 384–387 threaded hole, adding, 668–671
creating assemblies, 747–749 threaded blind holes, drawing, keyseat
drawing auxiliary views, 735–737 387–388 creating, 671–674, 678–679
drawing break views, 737–738 threaded hole, drawing on the side of creating in the shaft, 676–678
drawing larger objects, 727–734 a cylinder, 406–409 creating the arc-shaped end,
drawing lines and views, 744–747 Linear Sketch Pattern, 174–175 679–680
drawing profiles, 717–721 Lofted Boss/Base, 165–168 metric, 690–691
drawing section views, 739–741, Mirror, 177–179 module, 655
742–743 Revolved Boss/Base, 156–159 number of teeth, 655
drawing small 3D objects, 721–726 Revolved Cut, 159–160 outside diameter, 655
working with cubes, 716–717 Shell, 168–169 parallel keys, 675–676
Exit Sketch mode icon, 17 Swept Boss/Base, 170–172 pitch diameter, 655, 681–683
exploded isometric assembly, creating, Wrap, 191–194 preferred pitch, 655
321–324 Fillet tool, 146–148 pressure angle, 655
exploded isometric drawing, creating, Face Fillet option, 150–151 rack and pinion, 687–689
324–326 Full Round Fillet option, 151–153 ratios, 663
Exploded View tool, 321–324, 622 fillets, 146–148 root diameter, 655
Index 765
set screws, 666–667 threaded blind holes, 387–388 N
spur, 681 irregular surfaces, dimensioning,
New SolidWorks Document dialog box,
train, 663 495–496
240, 672
whole depth, 655 isometric drawing, creating, 324–326
nominal size, 549
working depth, 655
non-parametric modeler, 1
Geometric Tolerance tool, 565–566 J-K
normal surfaces, orthographic views,
geometric tolerances, 554, 561, 584–587
Jog Line tool, 110 233–234
ground ends, creating, 183–184
keys, 671, 675–676 Note tool, 337–338
keyseat, 671 numbers, assembly, 326–328
H
creating, 671–674, 678–679 nuts, 394–396
helix, drawing, 179–180 creating in the shaft, 676–678
hexagon, sketching, 70–72 creating the arc-shaped end, 679–680 O
hidden lines, 234–235
oblique surfaces, 238
Hole Callout tool, 477 L
offset line, sketching, 91–92
Hole Wizard tool, 32, 138–142, 462,
lay symbol, adding to a drawing, open spline, 72
466–471
548–549 ordinate dimensions, 460, 485, 486–488
internal threads, drawing, 384–387
leader lines, 448, 449 orientation
threaded blind holes, inches, 387–388
length returning to original
threaded hole, drawing on the side of a
internal thread, 401–404 using the Orientation Triad, 20
cylinder, 406–409
thread, 392–397 using the Top View tool, 20
hole/s, 32, 203–205
limit tolerance, 525–526 using the View Selector, 19–20
basis, 629–630
Line tool, 5, 22, 28, 43–44 tolerances, 566
blind, 143, 205, 466
linear dimensions, 448 Top view, 19
dimensioning, 466–471
Linear Sketch Pattern tool, 174–175 Orientation Triad, 20
threaded, 387–388
linear sketch patterns, creating, 95–97 origin, 5, 51
counterbored, dimensioning, 469–478
linear tolerance, 533 assembly, 307
countersink, dimensioning, 479–480
lines icons, 321
creating, 32–36, 141–142
compound, 237 showing, 51–52
designing given a fastener size, 553
hidden, 234–235 orthographic views, 229
dimensions, 462–466
offset, sketching, 91–92 ANSI standards, 229
editing, 195–196
precedence, 235–236 compound lines, 237
evenly spaced pattern, dimensioning,
locating dimensions, 492–493 dimensioning, 501–502
484–485
locational fit, 630 drawing, 240–248
locations, 533–535
locational tolerance, 567 first-angle projection, 229–230, 243,
patterns, dimensioning, 468–469
locational value, 11 266–268
shaft tolerance, calculating, 535–537
Lofted Boss/Base tool, 165–168 hidden lines, 234–235
tables, 490–491
moving, 249
threaded
M normal surfaces, 233–234
adding to a gear’s hub, 668–671
oblique surfaces, 238
adding to the side of a cylinder, major diameter, 382 precedence of lines, 235–236
405–409 Make Dimension Driven? dialog side view orientations, 231–232
tolerance, calculating, 538 box, 13 slanted surfaces, 236–237
virtual condition, 579 Make Fixed tool, 24 third-angle projections, 229–230, 231,
hub, gear, 666–667, 668–671 manufactured bearings, 631–632, 633 243
Mate tool, 311–316, 318–320 outside diameter, 655
I metric units, 14–15, 635 overall dimensions, 455
fit tables, 542
icon/s
gears, 690–691
Coincident relation, 5 P
threads, 382, 388–390
Concentric relation, 23
minor diameter, 381 parabola
Design Library, 391
mirror entities, creating, 92–94 conic section, sketching, 79–80
Exit Sketch mode, 17
Mirror tool, 177–179 sketching, 76–77
Line, 6
MMC (maximum material condition), parallel keys, 675–676
origin, hiding/showing, 321
557–559 parallelism tolerances, 569
Sketch toolbar, 3
Model View tool, 252–253 parallelogram, sketching, 59
inch values
Modify dialog box, 10, 29 Parallelogram tool, 59
standard fits, 540
module, 655 parametric modeler, 1
threaded blind holes, 387–388
Motion Study tool, 344–346 part document
zero limit, 521
Mouse Gestures, 44 sketch plane, selecting, 3–8
interference
accessing settings, 45–46 starting, 2–3
detecting, 350–352
for assemblies, 310–311 partial ellipse, sketching, 75–76
fit, 539, 540, 630–631, 633
assigning a tool to the wheel, 46–47 parts list, 328–329
removing, 353–355
Move Component tool, 308–309 patterns
Interference Detection tool, 349–350
moving circular, 97–99
internal threads
entities, 18, 99–100 hole, dimensioning, 468–469
inches, 384–388
orthographic views, 249 linear, 97
length, 401–404
rectangles, 19 perimeter circle, sketching, 66–67
metric, 388–390
tangent to three lines, 55–56
766 Index
using three points, 54–55 Revolved Cut tool, 159–160 centerpoint, 67–68
Perimeter Circle tool, 54–56, 66–67 RFS (regardless of feature size), 556–559 tangent, 68–69
perpendicular tolerance, 564–565 root, 381 chamfer, 82
perpendicularity tolerances, 566–568 root diameter, 655 using angle-distance, 83
pitch, 382 Rotate Component tool, 309–310 using distance-distance – equal
circular, 655 rotating, entities, 102–103, 151–153 distance, 82
diameter, 655 Rotator assembly, 341–344 using distance-distance – not equal
diametral, 655 rounded shapes distance, 84
preferred, 655 external, 494–495 circles, perimeter, 66–67
thread, 392 internal, 493–494 conic section, 79–80
pitch diameter, 681–683 rounded surfaces, 238–240 fillets, 81
plane. See also sketch plane rows, width, changing on a BOM (bill of hexagons, 70–72
conic section, 77–78 materials), 334 parabolas, 76–77
reference, creating, 161–165 runout tolerance, 572–573 parallelograms, 59
selecting, 3–8 rectangles, 15–17
plus and minus tolerances, 519, 520, S 3 point center, 58–59
522 3 point corner, 57–58
S Key, 47
adding, 524–525 center, 56–57
activating, 48
creating, 522–523 slots
dialog box, 47
points, 87 3 point arc, 64
toolbar
polar dimensions, 496–497, 535 centerpoint arc, 65–66
customizing, 49–51
polygons, hexagon, sketching, 70–72 centerpoint straight, 63
removing a tool from, 51
positional tolerances, 573–575 straight, 61–62
saving, documents, 27–28
creating, 575–578 splines, 72–73
scaling, entities, 103–104
design problems, 584–587 Sketching tools, 110–111
schematic representation, thread/s, 384
power transmission, 653. See also gear/s 3 Point Arc Slot, 64
screw sets, 404–405, 409–410
shaft to gear, 666 Centerline, 110–111
section views, 250–251
adding a threaded hole to the gear’s Centerpoint Arc, 67–68
aligned, 258–259
hub, 668–671 Centerpoint Arc Slot, 65–66
changing the style, 257
keys, 671 Centerpoint Straight Slot, 63
dimensioning, 501
keyseat, creating, 676–680 Chamfer, 82, 83
drawing, 252–257
keyseats, 671–674 Circle, 52–54
set screws, 666–667
parallel keys, 675–676 Circular Sketch Pattern, 97–99
settings, Mouse Gestures, accessing,
set screws and gear hubs, 666–667 Copy Entities, 102
45–46
precedence of lines, 235–236 Ellipse, 73
shaft. See also gear/s; hole/s
preferred pitch, 655 Extend Entities, 89–90
basis, 629–630
preferred sizes, 543–544 Fillet, 81
clearance fit, 539
press fit, 633 Jog Line, 110
interference fit, 539, 540, 630–631
pressure angle, 655 Line, 5, 22, 28
keyseat, creating, 676–678
profile tolerances, 570–572 Linear Sketch Pattern, 95–97
MMC (maximum material condition),
Projected View tool, 249–250 Mirror Entities, 92–94
557
Properties/Geometric Tolerance dialog Move Entities, 100
nominal size, 535–537
box, 564 Offset Entities, 90–92
tolerances, 535–537 Parabola, 76–77
transition fit, 539
Q-R Parallelogram, 59
virtual condition, calculating, 579 Partial Ellipse, 75–76
rack and pinion gears, 687–689 Shell tool, 168–169 Perimeter Circle, 66–67
rectangle/s, 15 short distances, dimensioning, 455–457 Point, 87
3 point center, sketching, 58–59 side view orientations, orthographic Polygon, 71–72
3 point corner, sketching, 57–58 views, 231–232 Rotate Entities, 103
center, sketching, 56–57 simplified representation, threads, 384 Scale Entities, 103–104
dimensions, 533 Sketch mode Spline, 73
hole locations, 533–535 exiting, 17 Split Entities, 106–109
moving, 19 reentering, 17–18 Straight slot, 61–62
reorienting, 19 sketch plane Stretch Entities, 104–106
sketching, 15–17 origin, 5 Tangent Arc, 68–69
zooming, 19 returning to original orientation, 19–20 Text, 84–87
reentering, Sketch mode, 17–18 using the Orientation Triad, 20 Trim Entities, 88
reference dimension, 13, 495 using the Top View tool, 20 slanted surfaces, 236–237
Reference Geometry tool, 161, 168, 177, using the View Selector, 19–20 sleeve bearings, 619, 620
183, 191, 200, 203, 208 selecting, 3–8 drawing, 620–621
reference plane, creating, 161–165 Sketch Relations, 24–25 tolerances, 1
release block, 338 Sketch toolbar, icons, 3 using in an assembly drawing,
removing, interference, 353–355 sketching 621–622
reorienting, entities, 19 arcs slots
Revolved Boss/Base tool, 156–159 3 point, 69–70
Index 767
3 point arc, sketching, 64 debossed, creating, 191–194 creating, 522–523
centerpoint arc, sketching, 65–66 wrapping, 87 positional, 573–578, 584–587
centerpoint straight, sketching, 63 third-angle projection, orthographic profile, 570–572
dimensioning, 493–494 views, 229–230, 243 RFS (regardless of feature size),
straight, sketching, 61–62 threaded hole, drawing on the side of a 556–559
Smart Dimension tool, 6, 8, 11–12, 17, cylinder, 405–409 runout, 572–573
23, 387, 451, 455–457 thread/s shaft, 535–537
Smart Fastener dialog box, 399 ANSI callout, 383–384 shaft basis, 629–630
Smart Fasteners tool, 398–400 bolt, 396 standard, 528
solid modeler, 1 classes, 383 standard fit, applying to an assembly
spline, 72 counterbored holes, dimensioning, drawing, 634–635
editing, 73 473–478 studies, 532
sketching, 72–73 crest, 381 maximum length, calculating, 532
splitting, entities, 106–109 depth, 476 minimum length, calculating, 533
springs detailed representation, 384 symmetric, 524–525
compression, 181–182 display styles, 392 unilateral, 519–520
drawing, 180–181 external length, inch values, 392–397 virtual condition, 578–579
extension, drawing, 187–191 form specification, 383 calculating for the hole, 579
ground ends, creating, 183–184 internal, 384 calculating for the shaft, 579
torsional, drawing, 184–187 inches, 384–388 zero limit, 521
spur gears, 681 length, 401–404 tolerances, bilateral, 520
Standard 3 View tool, 249 metric, 388–390 toolbar, S Key
standard fit, 540, 634–635 threaded blind holes, 387–388 customizing, 49–51
standard sizes, 543–544 length, 382 removing a tool from, 51
standard tolerances, 461, 528 major diameter, 382 Toolbox, bearings, 623–626
starting metric, 382 tool/s
assemblies, 305–308 minor diameter, 381 Annotation
new part document, 2–3 pitch, 382, 392 Auto Balloon, 327
straight slot, sketching, 61–62 preferred sizes, 383 Autodimension, 457–460
Straight slot tool, 61–62 root, 381 Balloon, 326–328
straightness title block, 335, 336–338 Datum Feature, 563, 564
tolerances, 555–559 tolerance/s, 519. See also fit/s Geometric Tolerance, 565–566
value, defining, 565–566 angular, 526–528 Note, 337–338
stretching, entities, 104–106 angularity, 569–570 Smart Dimension, 6, 8, 11–12, 17,
style, section views, changing, 257 assigning, 549–550 23, 387, 451, 457
surface/s bilateral, 519–520 Assembly, 305
control symbols, 545–547 circularity, 559–560 Animate Collapse, 339–340
applying, 547–548 cylindricity, 560 Clearance Verification, 353, 355–356
lay, 548–549 datum, 561–563 Interference Detection, 349–350
datum, 545, 565–566 designing a hole given a fastener size, Mate, 311–316, 318–320
finish, 544–545 553 Motion Study, 344–346
hidden lines, 234–235 double-dimensioning errors, 528–529 Move Component, 308–309
irregular, dimensioning, 495–496 expressions, 521 Rotate Component, 309–310
lay, 545 fit, 628, 635 assigning to the Mouse Gestures
normal, orthographic views, 233–234 fixed condition, 551–552 wheel, 46–47
oblique, 238 fixed fasteners, 582–584 Circle, 9
profile tolerances, 570–572 floating condition, 550–551 Exploded View, 321–324, 622
roughness, 545 floating fasteners, 579–582 Features, 3, 129
rounded, 238–240 of form, 554 Chamfer, 153–156
slanted, 236–237 flatness, 554–555 Circular Sketch Pattern, 176–177
texture, 545 straightness, 555–559 Curve Driven Pattern, 208–213
Swept Boss/Base tool, 170–172 geometric, 554, 561, 584–587 Draft, 172–173
symbols, 498–499 hole, 538 Extrude Boss/Base, 129–136
centerline, 500 hole locations, 533–535 Extruded Cut, 137–138, 203
datum, 564 interference fit, 633–634 Fillet, 146–153
surface control, 545–547 limit, 525–526 Hole Wizard, 138–142, 143–146,
applying, 547–548 linear, 533 384–387, 462, 466–471
lay, 548–549 locational, 567 Linear Sketch Pattern, 174–175
symmetrical object, 499 manufactured bearings, 631–632 Lofted Boss/Base, 165–168
symmetric tolerances, 524–525 MMC (maximum material condition), Mirror, 177–179
557–559 Revolved Boss/Base, 156–159
T of orientation, 566 Revolved Cut, 159–160
parallelism, 569 Shell, 168–169
tangent arc, sketching, 68–69 perpendicular, 564–565 Swept Boss/Base, 170–172
text perpendicularity, 566–568 Wrap, 191–194
adding, 85 plus and minus, 519, 520, 522 Hole Callout, 477
adding to a feature, 86 adding, 524–525 Hole Wizard, 32
changing font and size, 85–86
768 Index
Line, 5, 22, 28 Split Entities, 106–109 detail, drawing, 261–262
Make Fixed, 24 Straight slot, 61–62 orthographic, 229
Model View, 252–253 Stretch Entities, 104–106 ANSI standards, 229
Perimeter Circle, 54–56 Tangent Arc, 68–69 compound lines, 237
Projected View, 249–250 Text, 84–87 first-angle projection, 229–230, 243,
Rectangle, 15–17 Trim Entities, 88 266–268
Sketching, 4, 110–111 Smart Dimension, 6, 8, 11–12, 17, 23, hidden lines, 234–235
3 Point Arc Slot, 64 387, 451, 455–457 moving, 249
Centerline, 110–111 Smart Fasteners, 398–400 normal surfaces, 233–234
Centerpoint Arc, 67–68 Standard 3 View, 249 oblique surfaces, 238
Centerpoint Arc Slot, 65–66 Top View, 20 precedence of lines, 235–236
Centerpoint Straight Slot, 63 Undo, 23 side view orientations, 231–232
Chamfer, 82–83 View Orientation, 19–20, 33 slanted surfaces, 236–237
Circle, 52–54 Top sketch plane, 3, 4 third-angle projection, 229–230,
Circular Sketch Pattern, 97–99 Top View tool, 20 231, 243
Copy Entities, 102 torsional springs, drawing, 184–187 section, 250–251
Ellipse, 73 transition fit, 539 aligned, 258–259
Extend Entities, 89–90 trimming, entities, 88 changing the style, 257
Fillet, 81 drawing, 252–257
Jog Line, 110 U virtual condition, 556, 578–579
Line, 5, 22, 28 calculating for the hole, 579
Undo tool, 23
Linear Sketch Pattern, 95–97 calculating for the shaft, 579
unidirectional dimensioning, 462
Mirror Entities, 92–94
unilateral tolerance, 519–520
Move Entities, 100 W
units, 14–15, 461–462. See also English
Offset Entities, 90–92
units; metric units washers, 393–394
Parabola, 76–77
whole depth, 655
Parallelogram, 59
V working depth, 655
Partial Ellipse, 75–76
Wrap tool, 191–194
Perimeter Circle, 66–67 vertex chamfer, 155–156 wrapping text, 87
Point, 87 View Orientation tool, 19–20, 33
Polygon, 71–72 View Selector cube, 19–20
Rotate Entities, 103 X-Y-Z
views
Scale Entities, 103–104 auxiliary, drawing, 262–266 zero limit, 521
Spline, 73 broken, 259–261 zooming, rectangles, 19
Index 769