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Tutorial 2: Assembly and SolidWorks Motion Dept. of Mechanical Engineering – 22.321 Mechanical Design I Written by: Gregg Merlino 9/22/2009 Revised by: Ryan McDonagh 8/29/2013 Objectives: This tutorial describes the techniques used to create an assembly in SolidWorks and perform a motion analysis. Prerequisites: This tutorial assumes the user has completed Tutorial 1: SolidWorks Modeling and Drawing and has modeled each part of the linkage. Task 1: Creating the Assembly   Open all of your parts in SolidWorks, including pins and bearings. Pick one of the parts and begin an ‘assembly from the part’ by clicking File, Make Assembly from Part In the Assembly screen, you will notice a list of all your parts on the left-hand side of the screen, similar to Figure 1. (If all of you parts are not there, you should use the Browse… button to locate them.)

Figure 1. Begin Assembly Window  Click on the base plate and drag it into the workspace. To place the part, click on a desired location in the workspace. If additional parts are needed, click on Insert Components

in the Assembly tab at the top of the window and repeat the same procedure to

REV. 8/29/2013 RM

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Imported Parts in SolidWorks Prior to Assembly  Relationships need to be established in order to create the linkage. Figure 2. 8/29/2013 RM 2 . select the surface on the inside of the base plate. Figure 3. The parameters for the mate feature will open in the property manager on the left side of the screen.______________________________________________________________________ place the parts in the workspace. they will float in space as shown in Figure 2. Example of Concentric Mate REV. Click the green check mark to accept the mate. The default mate created is concentric and is shown in Figure 3.  Once the parts have been added.  To illustrate. Next. The method of creating these relationships in SolidWorks is called mating. select the outer cylindrical surface of a bearing and click on the Mate button in the Assembly tab.

meaning the parts will share the same plane. Figure 4. Select the back of the base plate and the back face of the bearing and create a mate between them. Once completed. Remove any unused parts from your workspace. 8/29/2013 RM 3 . Assembly After Mating  You can change the appearance of your links to obtain a better visual representation of your linkage by clicking on the link and then clicking on the Color button. similar to Figure 4. REV.______________________________________________________________________  The next mate needed will be a coincident mate. you will have a fully functional fourbar linkage with bearings and pins. Figure 5 shows the changes made to the link appearance after clicking the Color button. The only needed mates to create the linkage are coincident and concentric mates. Repeat this process for each part until the assembly is completed.

click the Options button from the top menu bar.______________________________________________________________________ Figure 5: Linkage After Change of Appearance Task 2: Assembly Drawings  Click File. click Browse. Make Drawing From Assembly. If your assembly is already open. To do this. A new menu will appear on the left.   REV. In the Bill of Materials tree on the left side of the screen. (They should be default settings).  Click the View Layout tab and then the Model View icon in the top toolbar. (Note: You may be prompted to save the file before it is inserted into the drawing). This drawing size is made to fit on an 8. there is a Part/Assembly to Insert box. In the options that appear on the left. (An orange dashed box should appear around the view). Uncheck the box next to Only show standard format. You may have to change the units back to the IPS system. Choose IPS and click OK. select the settings shown in Figure 6. double click the desired assembly. To create a Bill of Materials. Select *Front and click in the middle of the drawing area to place the view. go to the top menu bar and select Insert>Tables>Bill of Materials. click the view in the drawing window. If not. Next. 8/29/2013 RM 4 . find your assembly and click OK.  A Sheet Format/Size option box will appear. Choose A (ANSI) Landscape and click OK. Select the Document Properties tab and select Units from the list on the left.5” by 11” paper. Click ESC.

Select Insert>Row Below. 5  REV. and Quantity. To add a row highlight a row and right click. 8/29/2013 RM . If not. Description. These columns should automatically be in the Bill of Materials when it is inserted into the drawing. Select Insert>Column Right. highlight a column by clicking the top of the column and then right click the column. The Bill of Materials is essentially a shopping list that you would take to the hardware store before manufacturing the linkage. Then. click on all of the parts in the drawing and it will automatically number them based on which item number the part is in the Bill of Materials. The columns required in the Bill of Materials are the Item Name. Bill of Materials Settings  Place the Bill of Materials in the desired location on the drawing. columns can be added to the Bill of Materials. click the Balloon button in the Annotations tab. Edit the cells in the Bill of Materials as needed.______________________________________________________________________ Figure 6. To label parts. Adjust your table according to the number of parts required for the assembly. To do this.

Click on the blue arrow that appears and drag it away from the assembly as seen in Figure 7a. there is a Part/Assembly to Insert box. This command will allow the parts to separate so they can all be seen. Click File. Choose IPS and click OK.5” by 11” paper. If your assembly is already open. Select *Isometric and click in the middle of the drawing to place the view. To do this. A new menu will appear on the left. and click OK. This drawing size is made to fit on an 8. Make Drawing From Assembly. Save the drawing and return to the assembly. Click ESC. Your screen should look similar to Figure 7b. find your assembly. double click the desired assembly.______________________________________________________________________  Make sure to edit the Title block to the precision described in Tutorial 1. If not. Select the part on top. Click OK.   REV. (a) (b) Figure 7: (a) Creating an Exploded Assembly (b) Final Exploded Assembly    Click the green check mark to accept the changes. A Sheet Format/Size option box will appear. Right click on the assembly and select Show in Exploded State if the assembly is not in an exploded state already.  Click the Model View icon in the top tool bar. click Browse. click the Exploded View icon . (Note: You may be prompted to open the drawing you have already created.   In the Assembly tab. Select the Document Properties tab and select Units from the list on the left. Choose A (ANSI) Landscape and click OK. 8/29/2013 RM 6 . Uncheck the box next to Only show standard format. In the options that appear on the left. click the Options button from the top menu bar. You may have to change the units back to the IPS system. Select No). Repeat this procedure with all parts until all parts can be seen.

go to the Configurations tab in the model tree.______________________________________________________________________  To create a Bill of Materials. Follow the same procedure previously mentioned earlier in this tutorial to create a Bill of Materials for this drawing. go to the top menu bar and select Insert>Tables>Bill of Materials. click the drop-down menu and select add‐ins.    Task 3: SolidWorks Motion Analysis  After the assembly has been created. Change the View Orientation to Front by clicking on the z-axis. as shown in Figure 10. In the Options icon on the top toolbar. Select Motion Analysis. select the Motion Study 1 tab (the interface may need to be dragged out if it’s been minimized before). 8/29/2013 RM 7 . Double click ExplView. as shown in Figure 8. Figure 9. After the motion analysis component has been added. a motion analysis can be performed. Figure 10 shows the options available in the motion analysis feature of SolidWorks. click the Balloon button in the Annotations tab and follow the same procedures previously mentioned to number the parts. Figure 8. REV. Make sure to edit the Title block to the precision described in Tutorial 1. Expand all views until ExplView is visible. To label parts. Save the drawing with a different name than the assembly drawing and return to the assembly. The model should return to its normal state. Add-Ins Detail  Check the SolidWorks motion box and click OK. as shown in Figure 9. To return the model to its original state. Add-Ins Feature   At the bottom of the screen. a new option in the Types of Study drop down menu (on the upper left hand corner) will appear.

each of the preceding steps must be performed. the motor speed. Figure 11 shows the motor control interface. 8/29/2013 RM 8 . Figure 11. the motion of the linkage must be analyzed by clicking the Calculate icon found in the motion analysis screen. Select the desired part to be set in motion. Open the X-Y plot window in motion analysis by selecting the icon to begin plot sequence. Motion Analysis Interface  Next. and the direction. (See Figure 10). Follow the selections shown in Figure 12 to plot the displacement of the coupler relative to the pin on the crank. To plot displacement.______________________________________________________________________ Figure 10. the X-Y plot function can be used to calculate relative position. select a motor by clicking the Motor icon in the motion analysis screen. After the motion study analysis is finished. Motor Control Interface     Once the motor has been selected. REV.

the rotation period must be greater than six seconds: the default time is 5 seconds). (For the crank to complete a full rotation.______________________________________________________________________ Tracked Point Reference Point Figure 12. The length of time can be adjusted by dragging the time line bar to the desired time period. REV. 8/29/2013 RM 9 . Plot Parameters Window  The plot of the displacement of the coupler relative to the pin on the crank is shown in Figure 13.

*. right click on the plot and click Export CSV.csv file that can be opened in excel.______________________________________________________________________ Drag line to adjust time period Figure 13. To save a video of the linkage. click the Save Animation button save your video as a *.You will have the option to REV.tga file.avi. . or *. The data is saved in a *. 8/29/2013 RM 10 .bmp. Plot Display from Motion Analysis   To export the data.

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