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SolidWorks® 2012

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Assembly Modeling
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Dassault Systèmes SolidWorks Corporation
175 Wyman Street
Waltham, Massachusetts 02451 USA

© 1995-2011, Dassault Systèmes SolidWorks Corporation, a In the event that you receive a request from any agency of the
Dassault Systèmes S.A. company, 175 Wyman Street, U.S. government to provide Software with rights beyond
Waltham, MA 02451 USA. All rights reserved. those set forth above, you will notify DS SolidWorks of the

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scope of the request and DS SolidWorks will have five (5)
business days to, in its sole discretion, accept or reject such
The information and the software discussed in this document request. Contractor/Manufacturer: Dassault Systèmes

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are subject to change without notice and are not SolidWorks Corporation, 175 Wyman Street, Waltham,

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commitments by Dassault Systèmes SolidWorks Corporation Massachusetts 02451 US.
(DS SolidWorks).

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No material may be reproduced or transmitted in any form or Copyright Notices for SolidWorks Standard,
by any means, electronically or manually, for any purpose Premium, Professional, and Education Products

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without the express written permission of DS SolidWorks. Portions of this software © 1986-2011 Siemens Product
The software discussed in this document is furnished under a Lifecycle Management Software Inc. All rights reserved.
license and may be used or copied only in accordance with Portions of this software © 1986-2011 Siemens Industry
the terms of the license. All warranties given by DS Software Limited. All rights reserved.
SolidWorks as to the software and documentation are set Portions of this software © 1998-2011 Geometric Ltd.
forth in the license agreement, and nothing stated in, or
implied by, this document or its contents shall be considered Portions of this software © 1996-2011 Microsoft
or deemed a modification or amendment of any terms, Corporation. All rights reserved.

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including warranties, in the license agreement. Portions of this software incorporate PhysX™™ by NVIDIA
2006-2010.
Patent Notices

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Portions of this software © 2001-2011 Luxology, Inc. All
SolidWorks® 3D mechanical CAD software is protected by rights reserved, patents pending.
U.S. Patents 5,815,154; 6,219,049; 6,219,055; 6,611,725; Portions of this software © 2007-2011 DriveWorks Ltd.
6,844,877; 6,898,560; 6,906,712; 7,079,990; 7,477,262;

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7,558,705; 7,571,079; 7,590,497; 7,643,027; 7,672,822;
7,688,318; 7,694,238; 7,853,940 and foreign patents, (e.g.,
EP 1,116,190 and JP 3,517,643).
Copyright 1984-2010 Adobe Systems Inc. and its licensors.
All rights reserved. Protected by U.S. Patents 5,929,866;
5,943,063; 6,289,364; 6,563,502; 6,639,593; 6,754,382;
patents pending.
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eDrawings® software is protected by U.S. Patent 7,184,044; Adobe, the Adobe logo, Acrobat, the Adobe PDF logo,
U.S. Patent 7,502,027; and Canadian Patent 2,318,706. Distiller and Reader are registered trademarks or trademarks
U.S. and foreign patents pending. of Adobe Systems Inc. in the U.S. and other countries.
Trademarks and Product Names for SolidWorks For more SolidWorks® copyright information, see Help >
Products and Services About SolidWorks.
SolidWorks, 3D PartStream.NET, 3D ContentCentral, Copyright Notices for SolidWorks Simulation
eDrawings, and the eDrawings logo are registered Products
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trademarks and FeatureManager is a jointly owned registered Portions of this software © 2008 Solversoft Corporation.
trademark of DS SolidWorks.
PCGLSS © 1992-2010 Computational Applications and
CircuitWorks, FloXpress, TolAnalyst, and XchangeWorks System Integration, Inc. All rights reserved.
are trademarks of DS SolidWorks.
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FeatureWorks is a registered trademark of Geometric Ltd. Copyright Notices for Enterprise PDM Product
SolidWorks 2012, SolidWorks Enterprise PDM, SolidWorks Outside In® Viewer Technology, © 1992-2010 Oracle
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Workgroup PDM, SolidWorks Simulation, SolidWorks Flow Portions of this software © 1996-2011 Microsoft
Simulation, eDrawings Professional, and SolidWorks Corporation. All rights reserved.
Sustainability are product names of DS SolidWorks.
Other brand or product names are trademarks or registered Copyright Notices for eDrawings Products
trademarks of their respective holders. Portions of this software © 2000-2011 Tech Soft 3D.
COMMERCIAL COMPUTER SOFTWARE — Portions of this software © 1995-1998 Jean-Loup Gailly and
PROPRIETARY Mark Adler.
Portions of this software © 1998-2001 3Dconnexion.
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The Software is a “commercial item” as that term is defined
at 48 C.F.R. 2.101 (OCT 1995), consisting of “commercial Portions of this software © 1998-2011 Open Design
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computer software” and “commercial software Alliance. All rights reserved.
documentation” as such terms are used in 48 C.F.R. 12.212 Portions of this software © 1995-2010 Spatial Corporation.
(SEPT 1995) and is provided to the U.S. Government (a) for
acquisition by or on behalf of civilian agencies, consistent This software is based in part on the work of the Independent
JPEG Group.
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with the policy set forth in 48 C.F.R. 12.212; or (b) for
acquisition by or on behalf of units 3 of the department of
Defense, consistent with the policies set forth in 48 C.F.R.
227.7202-1 (JUN 1995) and 227.7202-4 (JUN 1995).

Document Number: PMT1202-ENG

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Contents

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Introduction:
About This Course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Course Design Philosophy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Using this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
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About the Training Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Windows® 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Conventions Used in this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
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Use of Color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Graphics and Graphics Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
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Color Schemes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Lesson 1:
Top-Down Assembly
Modeling
Top-Down Assembly Modeling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
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Stages in the Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
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Building Virtual Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
A Note of Caution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Adding a New Part into an Assembly. . . . . . . . . . . . . . . . . . . . . . 10
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Results of Insert, Component, New Part. . . . . . . . . . . . . . . . . . . . 10
Edit Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Virtual Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Appearance of Components While Editing . . . . . . . . . . . . . . . . . 12
How Transparency Affects Selecting Geometry . . . . . . . . . . . . . 13
Building Parts in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Common Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

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Contents SolidWorks 2012

In-Context Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Working Outside the Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . 18

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Propagating Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Saving Virtual Parts as External . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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InPlace Mates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

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Out of Context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

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Putting a Part Back Into Context . . . . . . . . . . . . . . . . . . . . . . . . . 23
Breaking External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Breaking and Locking External References . . . . . . . . . . . . . . . . . 24
External Reference Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Removing External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Why Remove External References? . . . . . . . . . . . . . . . . . . . . . . . 27

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Editing the Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

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Using Parts with Broken References . . . . . . . . . . . . . . . . . . . . . . 32
Exercise 1: Top-Down Assembly Modeling . . . . . . . . . . . . . . . . . . . 35

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Exercise 2: In-context Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Lesson 2:
Assembly Features and
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Smart Fasteners
Assembly Features and Smart Fasteners . . . . . . . . . . . . . . . . . . . . . . 38
Stages in the Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Assembly Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Hole Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
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Time-Dependent Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Hole Series with an Existing Hole . . . . . . . . . . . . . . . . . . . . . . . . 44
Smart Fasteners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
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Fastener Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Smart Fasteners Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
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Hole Series Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Changes to Existing Fasteners . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Exercise 3: The Hole Wizard and Smart Fasteners . . . . . . . . . . . . . . 53
Exercise 4: Assembly Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Exercise 5: Level Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Lesson 3:
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Advanced Mate Techniques
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Advanced Mates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Key Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
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Mate Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Design Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Mate References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Smart Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Mates from Within the Assembly . . . . . . . . . . . . . . . . . . . . . . . . . 64
Adding Mate References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Primary, Secondary, and Tertiary References . . . . . . . . . . . . . . . 68

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SolidWorks 2012 Contents

Design Library Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Capture Mate References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

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Smart Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Create the Defining Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

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Make Smart Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

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Inserting the Smart Component . . . . . . . . . . . . . . . . . . . . . . . . . . 76

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Inserting Smart Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

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Using Multiple Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Using Auto Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Advanced and Mechanical Mate Types . . . . . . . . . . . . . . . . . . . . . . . 85
Advanced Mate Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Mechanical Mate Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
The Belt / Chain Assembly Feature . . . . . . . . . . . . . . . . . . . . . . . 87

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Rack Pinion Mate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

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Summary: Inserting and Mating Components . . . . . . . . . . . . . . . . . . 92
Inserting the First Component . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

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Inserting Additional Components. . . . . . . . . . . . . . . . . . . . . . . . . 92
Inserting and Mating Simultaneously . . . . . . . . . . . . . . . . . . . . . . 93
Mating Existing Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
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Multiple Mate Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Using Copy with Mates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Copy with Mates vs. Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Mate Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Investigating the Mates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
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Exercise 6: Mates and Animation . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Exercise 7: Using Copy With Mates. . . . . . . . . . . . . . . . . . . . . . . . . 109
Exercise 8: Smart Components 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
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Exercise 9: Smart Components 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Exercise 10: Gear Mates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
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Lesson 4:
Using Configurations with Assemblies
Using Configurations with Assemblies . . . . . . . . . . . . . . . . . . . . . . 118
Stages in the Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Component Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Creating Configurations Manually . . . . . . . . . . . . . . . . . . . . . . . . . . 122
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Configuration Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
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Using Configure Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Configuration Publisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
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Using the PropertyManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Information from an Assembly. . . . . . . . . . . . . . . . . . . . . . . . . . 130
Exercise 11: Component Patterning . . . . . . . . . . . . . . . . . . . . . . . . . 133
Exercise 12: Using Modify Configurations . . . . . . . . . . . . . . . . . . . 134
Exercise 13: Assembly Configurations. . . . . . . . . . . . . . . . . . . . . . . 137
Exercise 14: Using Configuration Publisher . . . . . . . . . . . . . . . . . . 141

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 Parts into Parts . . . . . . . . . . . . . . . . 183 Mate Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 Key Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . Appearances and Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 op AS Adjusting Texture Maps . . . . . 144 F Display Pane . . . . . . . . . . . . . . . . . . . . . . . . . Materials and Scenes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Configurations and Display States . . . 169 Exercise 16: Display States. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Troubleshooting an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configurations. . . . . . . . . . . . 178 Assemblies into Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Linked Display States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Renaming Display States . . . . 159 E Appearances Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 Over Defined Mates and Components . . . 159 Using RealView Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Changing Scenes. . . . 189 iv . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Copying a Display State . . . . . . . . . . . . . 174 no RE Finding and Repairing Problems . . . . . . . 145 ut Display Pane Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 or D Advanced Select . . . . . . 175 Converting Parts and Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 st Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 Design Changes . . . . . . . . . 183 Mated Entities . . . . . . . . . . . . . . Contents SolidWorks 2012 Lesson 5: Display States and Appearances rib T Display States . . 146 Adding Display States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 y Editing Activities . . . . . . . . . . . . . . . . . . . . 187 Replacing Components Using Save As . . . . . . . . . . . . . 170 Lesson 6: t c LE Assembly Editing Assembly Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 - Replacing Parts with Assemblies . . . . . . . . . . . . . . 165 Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 e Display States vs. . . . . . . . . . . 158 Appearances. . . . . . . . . . . . . . 144 Stored Display States . 175 Information From an Assembly . . . . . . 185 MateXpert . . . . . . . . . . . . . . 145 di RA Bulk Selection Tools . 178 Parts into Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180 Working in a Multi-user Environment . . . . . . . . . . . . . . . . . . . . . . . . . 167 Exercise 15: Display States. . . . . . 180 PR Replacing a Single Instance . . . . . . . 179 Do E Replacing and Modifying Components . . . . . . . . . . . .

. . . . . . 194 Hole Alignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236 Best Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231 Lesson 8: - Large Assemblies Do E Large Assemblies . . . . . . . 236 Indicators of Lightweight Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 After the Assembly is Open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 ut Assembly Equations . . . . . . . . . . . . . . . 212 Key Topics . . . . . . . . . . . . . . . . . 219 no RE Gear and Pulley Motion in Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 Exercise 21: Inserting Blocks . . . . . . . . . . . . . . . . . . . . . . 218 Creating a Part from a Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Editing Blocks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 y Exploding Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 rib T Reloading Components. . . . . . . . . . . . 197 di RA Dimension Names in an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213 Mechanical Motion with Blocks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SolidWorks 2012 Contents Mirroring Components . . . . . . . 207 st Exercise 19: Mirror Component . . . . . 210 Lesson 7: E Layout-based Assembly Design Layout-based Assembly Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236 Comparison of Component States . . . . . . . . . . . . 201 Exercise 17: Assembly Errors. . . . . . . . . . . . . 237 v . . . . . . . . . . 213 Creating a Block . . . . . . . . . . . . . . . 234 Key Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Adding Equations . 227 Exercise 22: Making Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 Creating Lightweight Components. . . . . . . . . . . . . 212 op AS The Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 or D Exercise 18: Sensors and Assembly Equations . . . . . . . 195 e Controlling Dimensions in an Assembly . . . . . . . . . 213 Using Local Blocks. . . . . . . . . . . . . . . . . . . . 234 PR Lightweight Components . . . . . . . . . . . . . . . . . . . . . . . 229 Exercise 23: Belts and Traction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 F Global Variables . . . . . . . . . . . . . . 215 Inserting Blocks . . 199 Sensors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Dimension . . . . . . . . . . . . . . . . . . . . 222 Exercise 20: Stick Blocks . . . . . . . 190 Mirroring or Copying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 t c LE Saving a Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Equation . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . 263 Drawing Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244 e Including Faces . 249 Simplified Configurations. . . . 250 or D Creating a New Sub-assembly with Components. . . . . . . . . . . . . . . . . . . . . . 274 y no RE - Do E PR vi . . . . . . . . . . 244 F Quick Include . . . . . . . . . 265 Exercise 25: Flexible Sub-assemblies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237 Unloading Hidden Components . . . . . . . . . . . . . . . . . . . . . . . . . 250 Modifying the Structure of an Assembly . . . . . . . . . . . . . . . . 243 Using SpeedPak . . 271 Exercise 27: Simplified Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255 Large Design Review . . . . 254 Assembly Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 E Sub-assembly Solving. . . . . . . . . . 249 Suppressing Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268 t c LE Exercise 26: Working with Sub-assemblies . . . . . . . . . . . . . . . . . . . . . 251 Using Folders . . . . . . 249 Advanced Open. . . . . . . . . . . . . . . . . . . . . . . 246 di RA Using Configurations with Large Assemblies . . . . . . . . . . . . 244 ut Defeature. . . 260 Mate Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250 Dissolving a Sub-assembly. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257 op AS Tips for Faster Assemblies . . . . . Contents SolidWorks 2012 Large Assembly Mode . . . . . . 250 st Promoting and Demoting Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242 rib T Scroll Selected Item into View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264 Exercise 24: Large Assemblies with Display States and SpeedPak . . . . .

PR Do E - no RE t c LE op AS y E or D di RA st F 1 Introduction rib T ut e .

During this course. Introduction SolidWorks 2012 About This The goal of this course is to teach you how to utilize the assembly Course modeling capabilities of SolidWorks mechanical design automation rib T software. I Find and fix errors in assemblies. you learn the necessary commands. 2 . I Query assemblies and obtain information about them. configurations and other techniques to make st working with large assemblies more efficient. You should view the training course manual as a supplement to. not a replacement for. Rather than focus on individual features and functions. and concepts central to successfully working with assemblies. It is not intended to be a self-paced tutorial. Course Design This course is designed around a process. By utilizing case studies to illustrate these processes. options PR and menus in the context of completing a design task. F I Use standard. Therefore. y Prerequisites Students attending this course are expected to have the following: no RE I Mechanical design experience. I Experience with the Windows™ operating system. I Use display states. tools. you can refer to the on-line help for information on less frequently used command options. it is impractical to op AS cover every minute detail and still have the course be a reasonable length. ut I Create component patterns in assemblies. the system documentation and on-line help. The tools for working with assemblies in the SolidWorks software are E quite robust and feature rich. Once you have t c LE developed a good foundation in the skills covered in this course. I Use layout-based design to create a sketched assembly that can be converted to a true component assembly. However. The examples and case studies are designed to be demonstrated “live” by the instructor. or D I Create variations of appearances with display states. Specifically: e I Top-down or in-context assembly modeling. advanced and mechanical mate types. di RA I Manage assemblies using SolidWorks Explorer. Course Length The recommended minimum length of this course is 2 days. I Completed the course SolidWorks Essentials. I Create configurations of assemblies. we will cover many of the commands and options in great detail. a Do E process-based training course emphasizes the processes and procedures you follow to complete a particular task. Using this Book This training manual is intended to be used in a classroom environment under the guidance of an experienced SolidWorks instructor.or task-based approach to - Philosophy training. the focus of this course is on the skills.

then Training. SolidWorks 2012 Introduction Laboratory Laboratory exercises give you the opportunity to apply and practice the Exercises material covered during the lecture/demonstration portion of the rib T course. These differences do not affect the performance of the software. If you are not using Windows 7.solidworks. sometimes dimensions are given in a fashion that would never be considered acceptable in industry. The reason for this is the labs are designed to encourage you to or D apply the information covered in class and to employ and reinforce certain techniques. You should note that many students work at different paces.com. then op AS SolidWorks Training Files. They are designed to represent typical design and modeling situations while being modest enough to be completed during class e time. In fact. About the A complete set of the various files used throughout this course can be E Training Files downloaded from the SolidWorks website. There may be more than one version of each file set available. or if you have a different theme setting. The Case Study folder within each lesson contains the files your instructor uses while y presenting the lessons. you may notice slight differences in the appearance of the menus and windows. then Training Files. A Note About The drawings and dimensions given in the lab exercises are not intended Dimensions to reflect any particular drafting standard. - Do E PR 3 . Direct URL: www. This ensures that even di RA the fastest student will not run out of exercises. As a result. Click on the link for Support. The files are organized by lesson number. self-extracting executable packages. F Therefore.solidworks. the drawings and dimensions in the st exercises are done in a way that compliments this objective. no RE Windows® 7 The screen shots in this manual were made using the SolidWorks software running on Windows® 7. we have included more lab exercises than you can ut reasonably expect to complete during the course. The Exercises folder contains any files that are required for doing the laboratory exercises. www. Select the link for the desired file set.com/trainingfilessolidworks t c LE The files are supplied in signed.

For example. Typewriter Feature names and file names appear in this style. Double lines precede and follow sections of or D 17 Do this step the procedures. and otherwise convey important y information. we might show the result of a filleting operation no RE with the fillets in a different color. op AS This greatly increases the intuitiveness and ease of use of the SolidWorks software. This provides separation between the steps of the procedure and large st blocks of explanatory text. - Do E PR 4 . the SolidWorks software would not display the results in that way. the training manuals are printed in full color. For example. For example. To take maximum advantage of this. Use of Color E The SolidWorks user interface makes extensive use of color to highlight selected geometry and to provide you with visual feedback. Sketch1. Also. The steps themselves are numbered in sans serif bold. Features > Extruded ut Cut means click the Extrude Cut icon on di RA the Features tab of the CommandManager. Introduction SolidWorks 2012 Conventions Used This manual uses the following typographic conventions: in this Book rib T Convention Meaning e Bold Sans Serif SolidWorks commands and options appear in F this style. we have used additional color in the illustrations to t c LE communicate concepts. in many cases. even though by default. identify features.

di RA RealView Graphics is hardware (graphics card) support of advanced shading in real time. selected items. For example. the SolidWorks software provides several predefined color schemes that control. or D st Color Schemes E Out of the box. and shaded op AS previews of features. no RE - Do E PR 5 . we have changed the viewport background to plain white so that the illustrations reproduce better on white paper. the colors used for highlighted items. among other things. it retains its rendered appearance throughout the rotation. the images you see on your screen may not exactly match those in the book. because the color settings on your computer may be y different than the ones used by the authors of this book. if you rotate a part. rib T The combination of a highly reflective material and the realism of e RealView Graphics is an effective F tool for evaluating the quality of ut advanced part models and surfaces. We have not used the same color scheme for every case study and exercise because some colors are more visible and clear than others when used with different colored parts. sketch relation symbols. SolidWorks 2012 Introduction Graphics and The SolidWorks software sets a new Graphics Cards standard with best-in-class graphics. As a result. t c LE In addition.

6 Introduction PR Do E - no RE t c LE op AS y E or D di RA st F SolidWorks 2012 rib T ut e .

you will be able to: I Build a virtual part in the context of an assembly by employing Top-Down assembly modeling techniques. y I Create features in the assembly context by referencing geometry in no RE mating parts. - Do E PR 7 . rib T e F ut di RA Lesson 1 or D Top-Down Assembly st Modeling E op AS t c LE Upon successful completion of this lesson. I Remove external references from a copied part.

PR 8 . several techniques are used. Options. External References. The part is created using standard methods and references to other geometry in the assembly. no RE Note Alternatively. rib T Modeling Using geometry from the existing Base1 part. E I Building parts in an assembly As the new part is created. t c LE referencing the edge of a shaft when making its mating hole in another part creates a relationship between the shaft and the hole. the selected plane/face becomes the active op AS sketch and the part is in Edit Part mode. you are creating what is called an in-context feature. Stages in the The major stages in the process are listed below: Process or D I Adding new parts into an assembly When you create a new part in an assembly. I Creating in-context features When you reference geometry in other parts while creating a feature. To break these references and keep the part intact. A change to the diameter of the shaft would cause a corresponding change to the y diameter of the hole. The name is used as the temporary part name while the plane orients the Front reference plane of the new part. Converted geometry is simply duplicated in this case. Do E I Breaking external references In-context parts and features create many external references. you get a default name and st select a plane (or planar face). with no constraint. For example. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling Top-Down This lesson begins with an Assembly assembly called Machine_Vise. ut Relationships will be established di RA between the parts when the new features are created. the new e parts Jaw_Plate and F Sliding_Jaw will be created. and the new feature or part will not be created with any external references. No dimensions or relations to other components or assembly - geometry can be added. you can change the setting Do not create references external to the model in Tools.

with some work. and standard techniques. it is possible. Open Machine_Vise from the Lesson01\Case Study folder. These parts Parts can be inserted into the assembly as new parts and built using rib T converted edges. It contains two components - that constitute the base of a Do E vise. offset edges. I It does not move. In-context E features and parts are best used for “one-of-a-kind” parts that will only be used in the assembly where they are modeled. Parts that will be used op AS in more than one assembly should probably not be modeled in-context. ut Jaw_Plate I It will always be flush with the matching di RA mounting flange face of Base1. Again. the part can also be created by purposely borrowing geometry but with no external references created. The Jaw_Plate will be created in this manner. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling Building Virtual Parts can be created and built from within the assembly. They are called Virtual parts. If a virtual or in-context part is to be reused in other assemblies. or D st A Note of Caution One of the things to consider before deciding to model a part in the context of an assembly is where that part will be used. The procedure for doing this will be discussed later in this lesson. as noted y earlier. no RE 1 Open an assembly file. e F Design Intent: The design intent of this part is listed below. to make a copy of the part and remove all of t c LE the external references. The reason for this is that external references are created by in-context features. PR 9 .

you have access to all the commands and functionality from the part modeling portion of SolidWorks. System Options. no RE Default Template Since this command creates a new part document. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling Adding a New Part New parts can be added to an assembly as needed. They will appear in the FeatureManager design tree as component parts. I The Front reference plane of the new part is made coincident with the face or plane that you selected. By default. named InPlace1. Options. with a full listing of e their features. Edit Component While you are in an assembly. 10 . Default Templates. System Options. you have access to other geometry in the assembly. Options. inserting components. New Part E Results of Insert. saved F in the assembly file. — and Do E editing a specific part or component. Using geometry outside the part creates External References and In-context Features. Plus. Edit Component and Edit Assembly. Component. When you are in edit part mode. several things happen: I The new part is created. t c LE I You are switched into Edit Part mode. ut Assemblies and toggle Save new components to external files to di RA change this behavior. The new part is named and then mated to a plane or planar face of an existing part in the assembly. etc. Click Tools. using the geometry and rib T locations of existing parts to build upon. New Part creates a new part and component in Insert Component the assembly. These new parts can into an Assembly be created in the context of the assembly. Component. switch back and forth between editing one component in an assembly and editing the assembly itself. The name is supplied by SolidWorks and is within brackets [Part1^Assem1]. I A new sketch is opened on the selected face. Editing a part while in the context of an assembly enables you to take advantage of geometry and dimensions of other components while creating matching or related PR features. op AS I The new part appears in the FeatureManager design tree as a component of the assembly. New Part When a new part is inserted into an assembly. This choice is determined by means of Tools. I A new mate. these parts are Virtual Components. Introducing: Insert. or D Where to Find It I CommandManager: Assembly > Insert Components > New Part st I Menu: Insert. Component. you can switch between editing the - assembly — adding mate relations. I The part is internal to the assembly by default. is added fully defining the y component. you have the option of specifying a template or allowing the system to use the default template. Two commands.

I Saving . System Options. not Edit Part. both parts and sub-assemblies are considered ut components. Insert a new part. t c LE y no RE Virtual Parts The names assigned to new parts include braces surrounding the names. PR I Renaming . A new cursor appears when the cursor is over a plane or planar face. The two terms will be used interchangeably here. the right di RA mouse button menu will say Edit Component. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling Where to Find It I CommandManager: Select the component to edit and click Assembly > Edit Component rib T I Shortcut Menu: Right-click the component to edit and click Edit Part or Edit Assembly e F Note In an assembly.Name of Assembly. This indicates an virtual part and is done automatically for all - new parts created in-context to offer you the flexibility to easily discard Do E parts that you don’t want and not be concerned about naming as you work. and the window banner that states Name of Part -in. or D st 2 Virtual parts.sldprt) outside the assembly. Click Options . Select the planar face of Base1. Indicators that you are in Edit Component mode include the status bar which reads Editing Part. op AS Click New Part . Saving the assembly will generate the same option. When selecting a sub-assembly specifically. 4 Face selection.Right-click the part and click Rename Part to set the name of the part.Right-click the part and click Save Part (in External File) to save the part to a true part file (*. 11 . Assemblies and clear Save E 3 new components to external files to create virtual parts.

Options. st Appearance of E Components While When you edit a part in the context of the assembly. the edited part will be the Assembly. which becomes the Assembly. the components PR become more transparent. System op AS Editing Options. except for the one you are editing. The sketch F plane is the plane or planar face you selected. Change the name to Jaw_Plate. Do E Note Use the slider to adjust the transparency level for Force assembly transparency. which becomes the - Assembly. which becomes the Assembly. Edit Part color. Note Parts created in-context. no RE Edit Part color. All components become transparent except the one you are editing. I Maintain assembly transparency. you are e creating a new sketch in the new part. I Force assembly transparency. Where to Find It I Menu Bar: Options . This color can be customized on the same tab.System Options. The ut color of the part’s FeatureManager design tree text di RA is changed to indicate that the part is being edited. All components maintain whatever their current transparency is. If set to Use specified colors when editing parts in assemblies. All components become opaque gray. Edit Part color. except for the component you are editing. rib T Since the new part is empty. t c LE Introducing: The transparency of components that are not being edited can be set to Change Assembly one of three conditions: Transparency y I Opaque assembly. Assembly transparency for in context edit I CommandManager: Features > Assembly Transparency 12 . automatically receive a single mate named or D Inplace1. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling 5 Inserted part. The appearance of the other components depends on the assembly transparency settings you choose. Edit Part color (royal blue by default). the only evidence of it are the features in the tree. Automatically. Colors. the color of the component you edit depends on a setting in Tools. such as this one. When you move the slider to the right. Right-click the part and click Rename Part. Display/Selection.

Also. System Options. click Options . e F Note For purposes of selection. I Press Tab to select the part you are editing through an opaque E I component. Use Select Other to select faces that are obscured by other faces. and select Opaque. There are some techniques you can use to control how you select geometry: I Click Assembly Transparency. in Affects Selecting an assembly with transparent components. y no RE - Do E PR 13 . Components with less than 10 percent transparency are di RA considered opaque. I Press Shift to select geometry on a transparent component when st there is an opaque component behind it. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling How Transparency Usually the cursor selects whichever geometry is in front. However. the cursor selects geometry rib T Geometry on the opaque components first. op AS 6 Opaque. Colors and click Use t c LE specified colors when editing parts in assemblies. Now all geometry is treated the same and the cursor selects whichever entity or D is in front. even if transparent components are in front. transparent means more than 10 percent ut transparent. Click Assembly Transparency and set the display to Opaque.

geometry from Base1 creates Jaw_Plate. or simply measure to it. add rib T sketch relations to it. In this example. sketching is just ut like it is in part mode with the added benefit that you can see and reference the geometry of the surrounding parts. You will use Convert di RA Entities and Offset Entities as well as dimensions to geometry. Click Save All in the Save Modified Documents Do E dialog box. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling Building Parts When building parts in context of the assembly. The Save As dialog then states: This assembly contains unsaved virtual components which PR must be saved. t c LE 9 Edit assembly. e F Common Tools When you build parts in the context of the assembly. You can copy geometry. Extrude a boss to a blind thickness of 5mm. Right-click and y click Edit Assembly: Machine_Vise. op AS 8 Extrude boss. Click Save . no RE - 10 Save the files. Toggle off editing the component. 14 . This will convert st all of the outer edges of the face to new sketch segments in our E sketch. Select the same face selected for the new part and click Convert or D Entities . you can take advantage in an Assembly of other parts that exist. offset from it. Click the option Save internally (inside the assembly) and click OK. 7 Convert Entities. Each has an On Edge relation.

t c LE Use offsets. dimensions. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling 11 New part. e F ut di RA 12 Convert edges. Insert another new part using the rib T face of Base2 shown. lines. and relations to complete the sketch. Use Convert Edges on or D the sketch face. y no RE - Do E PR 15 . Remove some geometry and drag st open ends as shown. E op AS 13 Complete sketch.

17 Save the files. In-Context E In-context Features create geometry in the active part by sketching on. y Hide Jaw_Plate. Sliding_Jaw will be edited to match the other end of the vise. Base1. It is better to reference the original component. st Save the parts internally. converting. geometry in other op AS Features component parts. In this example. offsetting or dimensioning to. It is - always best to reference the original component rather than another component that uses the geometry of the original component. F Toggle off editing the component by clicking Edit Assembly. ut di RA 16 Rename part. The feature that is created is called an In-context Feature. Extrude the sketch 25mm as rib T shown. Do E PR 16 . Change the name to or D Sliding_Jaw. Note A Through All cut only affects the part being edited. a feature with external references. Right-click the part and click Rename Part. We do this because we want to use the geometry of Base1 for a new no RE feature in Sliding_Jaw. t c LE 18 Hide component. Note We can use the geometry of Jaw_Plate for the new feature in Sliding_Jaw because it is the correct shape but this is not good practice. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling 14 Extrusion. e 15 Edit assembly.

t c LE Toggle off editing the component by clicking Edit Assembly. Use an offset of 2mm from the hole in Base2 and create a Through All cut. Right-click Sliding_Jaw and click Edit Part . Start a sketch on the front face of op AS Sliding_Jaw (select the face through the hole). Sketch on the outer rib T face of Sliding_Jaw and use Convert Entities on the opposite face of Base1. Extrude 10mm as shown. 21 Edit assembly. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling 19 Edit component. - Do E PR 17 . y no RE Note Using a Through All cut does not cut Base1 because it applies only to the part being edited. e F ut di RA or D st E 20 Offset Entities.

Right-click Sliding_Jaw and click di RA Open Part . t c LE y no RE 24 Sketch. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling Working Outside Much of the construction required for a part can be done without the the Assembly overhead of the assembly. Those features that do not require in-context rib T references can be completed within the framework of the part document. Offset 3mm from the edge of the in-context circular cut and create another cut 5mm deep as shown. or D st E op AS 23 Offset. Create a sketch for a boss feature from the existing - geometry including an offset of Do E 4mm. PR 18 . Add a 2mm fillet to the edges shown. e F ut 22 Open a part file.

You do not have to create every component in-context once you start creating one component in that manner. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling 25 Extrude. Add a Concentric mate between the shaft and the hole in Base2. Save and close the part to return to E the assembly. e F ut di RA Note You can change the color of Sliding_Jaw or any other part to or D distinguish it from the other parts. 19 . Click Insert Components and insert Vise_Screw into the y assembly. Extrude the sketch Up To rib T Surface. st 26 Return to the assembly. op AS t c LE 27 Insert component. Click Yes to rebuild the assembly and show Jaw_Plate. Add a Coincident mate between the two faces shown. no RE - Do E PR Note You can combine top-down and bottom-up assembly modeling in this manner.

we will explore how a change to Base1 will affect other parts that reference its st geometry. t c LE 65 y no RE 90 30 Rebuild. Do not rebuild the assembly yet. op AS Double-click the Extrude1 feature of Base1 and change the indicated dimension value from 70mm to 90mm. PR 20 . Changes to Base1 will be transferred to Jaw_Plate and Sliding_Jaw through propagation of changes. E 29 Changes. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling 28 Instance. - Rebuild and notice that Do E Jaw_Plate and Sliding_Jaw update to the new dimensions of Base1. Add an instance of Jaw_Plate to rib T the assembly and mate it to Sliding_Jaw as shown. Double-click the Extrude2 feature of Base1 and change the indicated dimension value from 45mm to 65mm. In the next portion of this lesson. e F ut di RA Propagating Automatically propagating changes is one of the strongest qualities of or D Changes the in-context feature.

Replacing InPlace InPlace mates can be removed using Delete. The effect of external references are explained in the next section. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling Saving Virtual In-context parts saved internally can be saved to external part files at Parts as any time. op AS 32 Symbols. Note that the brackets ([]) have been removed but the arrows (->) remain. Right-click the virtual or D parts and click Save Part (in External File). optionally leaving a degree of freedom for movement. Select st all of them and click Same As Assembly for each E one. Virtual parts do not have their own files.sldprt). Click OK. ut di RA 31 Save external. e F Where to Find It I Shortcut Menu: Right-click one or more virtual parts and click Save Part (in External File). External References on page 22. The arrow indicates that the part contains External References. Generally this works best if the face selected for the InPlace mate is perpendicular to the direction of motion. t c LE references to geometry outside the part itself. Do E Changing the location of the part can cause changes to the geometry that may not be desired. they are included in rib T External the assembly file. Each part is now a true part file (*. This is because the in-context part is attached to geometry of parts in the assembly through external - references. y no RE InPlace Mates The InPlace mates created automatically for in-context parts are there to prevent movement of the part. external to the assembly. 21 . references that cross between parts at the assembly level. and the part can be re- Mates mated using standard mate techniques. The preferred PR method of removing them from parts is explained in Removing External References on page 27. Select all of the virtual parts in the FeatureManager design tree.

) If you click No. PR 22 . Would you like to remove these references di RA now? (No geometry will be deleted. the InPlace mate is removed and all externally referenced relations are removed. external references are considered in- context. including the externally referenced ones. These F references may update in unexpected ways after this mate is deleted. because the part will no longer be positioned relative ut to the assembly. a warning message appears after the Mates confirmation dialog: rib T The base sketch of the part located by the InPlace mate e contains references to other entities in the assembly. These options can be useful with Removing External References on t c LE page 27. It is able to Do E work properly and change through propagation of changes only while the assembly is open. We will display this behavior in this section. y External External References create and maintain relations between parts at References the assembly level. They are commonly sketch relations. the InPlace mate is removed and the relations remain. When they cannot work properly they are considered out of context and cannot update properly. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling Deleting InPlace When you delete an InPlace mate. - Out of Context Jaw_Plate was modeled in the context of the assembly. or D st E op AS If you click Yes. When they are working properly. but they can no RE also be created as sketch planes or other geometric features.

Jaw_Plate is out ut of context. you can create a duplicate part that is not tied to the assembly. any changes to di RA Base1 are not able to propagate to Jaw_Plate. This is quite a time saver because you do not have to query the feature to identify the referenced file. t c LE Where to Find It I Shortcut Menu: Right-click a feature with an external reference and click Edit In Context y 3 Edit In Context. assemblies and drawings. By copying and editing the in-context part. - Breaking The external references established by creating parts and features in- Do E External context remain with the part. The assembly must be open for this to occur. op AS Introducing: Edit In Context automatically opens the document that is referenced Edit In Context by an external reference. F Open Jaw_Plate. PR The flow of changes can be stopped temporarily or permanently using the Lock/Unlock and Break options. The ? indicates that the external reference is out of context. 23 . or use it as the starting point for a similar design or apply motion. browse to locate it. changes to parts that it references will also cause it to change. The references are back in context as indicated by the -> symbol in the FeatureManager design tree of the assembly. Changes to the part will appear References everywhere that the part is used. Look at the external reference symbols. You will see the notation “->?” or D appended to the Boss-Extrude feature and its sketch. If you want to reuse the in-context part in another assembly. Right-click the Boss-Extrude feature and click Edit In Context. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling 1 Save and close the files. open the externally referenced document. By the same token. Because the assembly is not open. rib T e 2 Open a part file. Changes to Base1 propagate through the assembly to Jaw_Plate. you should remove the external references. There is an easy way to do this. Therefore. and then open it manually. The no RE assembly is selected by the reference and opens. st E Putting a Part Back Into Context To put an out-of-context part back into context.

Until the references are unlocked. External References. you should use Lock All in almost all situations. e F Lock All The Lock All button locks or freezes the references until they are ut unlocked at a later date using Unlock All. Because Break All is Do E irreversible. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling Breaking and When the List External References dialog is active. 24 . op AS When Break All is selected. These changes are reversible after OK is clicked. When Lock All is selected. there are options Locking External available to Lock All or Break All references. System y Options. Click Tools. To learn how to remove external references. no RE Once the references are broken. they can never be fixed. Important! Break All does not remove the external references. E Clicking the button launches a message that indicates the change is not reversible after OK is clicked. changes will not di RA propagate to the part. These options allow you rib T References to change the relationship between the in-context part and referenced files. Changes will no longer propagate to the part. You will not be able to activate these references again. Using Unlock All later will restore the original symbols. Options. The FeatureManager design tree lists the broken references with “->x” t c LE symbols. Break All The Break All button breaks all references with the controlling files. see Removing External PR References starting on page 27. Tip You can hide the “->x” symbols. they can only be listed using the List Broken References check box in the List External References dialog. or D The FeatureManager design tree lists the locked references with “->*” st symbols. SolidWorks displays a message: All external references of the model “Jaw_Plate” will be broken. It simply breaks - them. and clear Show “x” in feature tree for broken external references. and once broken. SolidWorks displays a message: All external references of the model “Jaw_Plate” will be locked. You will not be able to add any new external references until you unlock the existing references.

Silhouette Edge of motor<1> means that it is an edge in the first instance of the motor component. face. I Data — What type of relation or selection was made to create the external reference. The syntax also lists the part in which the entity exists. there are many external references PR 25 . y I Status — Whether the feature is in or out of context. Do E In this case. The dialog F below appears. I Feature — Each feature or sketch in the model that contains an t c LE external reference. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling 4 List External References. I Referenced Entity — The name of the selected edge. Right-click Jaw_Plate in the e FeatureManager design tree and click List External Refs. I Feature’s Component — The component in which the external - reference exists. plane no RE or loop used to generate the external reference. rib T One way to determine whether the feature or the sketch (or both) have external references is to list them. ut di RA or D st E op AS External This dialog lists the following information: Reference Report I Assembly — The assembly in which the external reference was created.

File. It does not provide feature. or component y information. entity. This includes a part created using Derive Component Part. Find References only lists the name of externally referenced documents. Click Unlock All to return to the normal setting and click OK. t c LE Find References. or a part that has been edited in the context of an assembly to reference the geometry of other - components. In a part document. or a part that has a cavity or join feature. if they exist. I The assembly document for any part with in-context references. rib T Click Lock All and click OK. Do E PR 26 . the command File. For example. status. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling 5 Lock All. data. Find References would tell you this: I The referenced part document for a part created using Base Part or no RE Mirror Part. e F ut di RA or D st E The locked external reference is indicated in the FeatureManager design tree by ->*. Note Do not confuse the command List External References with File. The Status changes to Locked for the feature. op AS 6 Unlock.

they contain ut External references. and op AS potentially used in another. like Sliding_Jaw. while Save as copy will not. The message box tells you that Save As will replace the original document with the new one in the assembly. Make sure to check the Save as copy option. Opening that neutral file in SolidWorks creates an imported solid without features that cannot be easily t c LE changed. Click File. If a st part contains in-context references. Procedure E In this section. or D I Re-use of Data Component parts can generally be used in multiple assemblies. unrelated assembly. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling Removing Options like Lock All are useful to interrupt the flow of changes to an External in-context part. without any effect on the original assembly. Do E Save a copy of the part as Free_Sliding_Jaw. y 1 Save a copy of the component. Click Save. Save As with the Save As Copy option to copy the part and remove the references. - 2 Save as copy. unexpected changes could occur. Note This dialog appears only when the referenced document (the assembly) is open. If mates are removed or in-context parts are used in other References? assemblies (out of context). but the best way to stop the changes permanently is to rib T References use File. the external references will be removed from a copy of the part so that it can be changed as a totally independent part. Save no RE As. Here are di RA some reasons why you might remove external references. Right-click Sliding_Jaw and click Open Part . the features remain in-context. PR 27 . I Component Movement The InPlace mate prevents movement and although it can be removed. e F Why Remove When parts are built in-context. Tip Another way to prevent changes is to save the part file to another format such as IGES or STEP. they must be removed prior to out of context use.

there are no dimensions which define the size of the base feature. both the sketch and the related feature st will display the marker. not the feature itself. the Save as copy has broken the update capability of the part but the features remain in referenced state. di RA In this case. Starting with the last feature first and working up the FeatureManager design tree typically prevents rebuild errors because you fix the child features before the parent features. How can we change the Free_Sliding_Jaw? t c LE All features that contain the “->?” symbol can be edited to change the way in which the geometry is constrained. Note that in some cases. each of the flagged features and sketches must be edited to remove the reference and have the ability to change or D independently. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling 3 Derived Features. Editing the E It is all well and good that the external references are op AS Features not active through the copy. The features will be worked in this - order: Do E I Cut-Extrude1 I Boss-Extrude2 PR I Boss-Extrude1 28 . In these cases. Save and close the current documents and open rib T Free_Sliding_Jaw. what happens when we want to change the dimensions of the features in the Free_Sliding_Jaw? For example. Look at the FeatureManager design tree to check for external references. However. the geometry is still created using part references. Although the relationships y have been broken. denoting an external reference ut that is out of context. To “free” this part. only the sketch is derived. You will e see the notation “->?” appended to many of the F features and sketches. These references can be removed by editing sketches and features in no RE the part. which has the effect of changing the design intent of the features.

ut I Derived Sketches . The sketch contains an - offset. Geometry created by Convert Entities or Offset Entities base their op AS Offset and Convert location and orientation strictly on the edges being referenced.Break the link between a derived sketch and its parent sketch by using Underive. vertical or collinear. di RA I Sketch Planes . Edit Sketch3 from the Cut-Extrude1 feature. If any sketch in a feature has an external y reference. horizontal. Do E 6 Delete the offset dimension.Replace sketch planes referencing external geometry using Edit Sketch Plane. 29 . Type sk in the filter to view all the sketches in the part. t c LE 4 Sketches.Extruded features that use Up To Surface or Offset From Surface are replaced with Blind using the same distance.The nature of assembly features is that they or D typically exist only in the assembly. A message appears: Deleting the offset dimension will remove the offset relations PR from the sketch geometry. that feature will receive the marker (->). Sketches are often the primary source of external references. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling Strategies for Different features require different approaches. Do you want to continue? Click Yes. the geometry does not contain other relations such as tangency. no RE 5 Edit sketch.Remove external references in sketch relations e and dimensions by deleting them with Display/Delete Relations. st Another approach is to edit the assembly feature and select Propagate feature to parts to add the feature to the part file for Geometry From E each affected component. One approach is to copy the necessary geometry into the part then delete the assembly feature. I Extrusions . F Replace them manually or use Fully Define Sketch. When the Offset or On Edge relations are removed. Here are some common Features types: rib T I Sketch Relations . I Assembly Features .

t c LE y no RE - Do E PR 30 . e F Exit the sketch. Edit Sketch2 of Boss-Extrude2. Delete All removes all relations in the sketch and Fully Define Sketch adds back relations and dimensions that can E be inferred due to the position of the geometry relative to the origin. Add a dimension and a rib T concentric relation to fully define the sketch. Using Display/Delete Relations delete all relations. ut Note that the “->?” symbol no di RA longer appears for the sketch in the FeatureManager design tree. op AS 8 Edit sketch. or D Delete All and Another method for dealing with relations is to use Delete All followed st Fully Define Sketch by Fully Define Sketch. Click Fully Define Sketch with Relations and Dimensions checked and click OK. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling 7 Dimension.

Exit the sketch. Although the sketch is fully defined. - Do E PR 31 . Delete. there are some changes that can rib T simplify the dimension scheme. Right- no RE click Fully Define Sketch and set the options. Edit Sketch1 of the Boss-Extrude1 feature t c LE and delete all the relations. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling 9 Edit dimensions. Click OK. Add a centerline from the y midpoint of the lower line as shown. drag and change dimensions and geometry to get the result shown. e F ut di RA or D st E op AS 10 Fully Define Sketch.

or D st E 12 Fully define. The part is now free of external reference symbols. t c LE y no RE - 13 Save and close the files. op AS Add a coincident relation between the sketch origin and the midpoint of the line. A message appears rib T to say that the sketch is not fully e defined. Click OK to dismiss the message. Origins. PR References 32 . Click View. Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling 11 Under defined. This is due F to the fact that the ut geometry is not di RA related or dimensioned to the sketch origin. Do E Using Parts with After external references have been removed. Exit the sketch. the components can be Broken used in other assemblies without concerns of unexpected updates.

ut di RA 15 Screw mate. Open Free_Machine_Vise from the rib T Lesson01\Case Study folder. and 0. 33 . Click Screw . Click Mate and Mechanical Mates. PR Note For more information on mates. Select the cylindrical face of Free_Vise_Screw and the internal cylindrical face of Free_Base using Select Other. SolidWorks 2012 Lesson 1 Top-Down Assembly Modeling 14 Open an assembly file.5 or D Revolutions/mm. Click st OK. see Mechanical Mate Types on page 85. 16 Save and close the files. E op AS t c LE y no RE - Do E Drag Free_Vise_Screw to open or close the vise. e None of the components in this F assembly have any in-context references.

Lesson 1 SolidWorks 2012 Top-Down Assembly Modeling rib T e F ut di RA or D st E op AS t c LE y no RE - Do E PR 34 .

Cover Plate must relate to OD on Ratchet. Cover Plate must relate to OD on Wheel. 2. e Modeling This lab uses the following skills: F I Top-Down Assembly Modeling on ut page 7 di RA I Building Virtual Parts on page 9 I Common Tools on page 14 I Saving Virtual Parts as External on page 21 Units: mm or D Design Intent The design intent for this part is as follows: st 1.10mm y no RE - Do E Wheel Ratchet PR Saving the Save the Cover Plate as an external file using the same name. Cover Plate must relate to inner contour of Main Body. E 3. SolidWorks 2012 Exercise 1 Top-Down Assembly Modeling Exercise 1: Create this part by using existing Top-Down geometry in the assembly TOP DOWN rib T Assembly ASSY.20mm Cover Plate to Ratchet = 0.10mm t c LE Cover Plate to Wheel = 0. Component 35 . The clearances are: Cover Plate to Main Body = 0. op AS Part Design Use the following graphics with the design intent to determine the shape and relationships within the part.

The features form the pipe connection. Part Design Two component parts make up the Oil Pan Assy assembly. st Design Intent The design intent for this assembly and its part is as follows: E 1. This lab reinforces the following skills: e F I Edit Component on page 10 ut I In-Context Features on page 16 di RA Units: mm Note The Pipe component is already properly positioned in the assembly. y no RE - Do E PR 36 . or D However. The fillet radius is 2mm. The holes for the bolts and pipe pass through the flange and the wall thickness on the Oil Pan. The flange on the Pipe creates the extruded shape of the corresponding flange on Oil Pan. Use Edit t c LE Part to add features to Oil Pan in context using geometry. Use 3° of draft. op AS 2. Oil Pan Assy is found in the folder named InContextFeatures. there is no corresponding flange on Oil Pan. 3. Exercise 2 SolidWorks 2012 In-context Features Exercise 2: Add these in-context features In-context using the information and rib T Features dimensions provided. Your task is to model the flange holes as in-context features.

no RE - Do E PR 37 . y I Insert hardware using Smart Fasteners. rib T e F ut di RA Lesson 2 or D Assembly Features and st Smart Fasteners E op AS t c LE Upon successful completion of this lesson. you will be able to: I Add features in the assembly.

Lesson 2 SolidWorks 2012
Assembly Features and Smart Fasteners

Assembly This lesson starts with an
Jaw_Plate
Features and assembly similar to the

rib T
Smart one you created in the
previous lesson. Your task

e
Fasteners
is to add features and

F
hardware to attach the

ut
Jaw_Plate components

di RA
to the other components in
the assembly.

or D
st
Stages in the The major stages in the process are listed below:
Process

E I Creating a new Hole Series assembly feature.
You add a hole that starts with a countersunk hole in Jaw_Plate and
op AS
finishes with a bottom tapped hole in Base1.
I Adding holes using an existing Hole Series feature.
You add through holes in Sliding_Jaw using the size and position of
the holes in Jaw_Plate as a guide.
I Adding hardware into the holes.
t c LE

You add screws, washers, and nuts to the assembly using Smart
Fasteners. Smart Fasteners automatically determine the best fastener
based on the hole type and size.
y
no RE
-
Do E
PR

38

SolidWorks 2012 Lesson 2
Assembly Features and Smart Fasteners

Assembly An assembly feature is a feature which exists only in the assembly.
Features Assembly features can be holes, cuts, fillets, chamfers, or weld beads.

rib T
An assembly cut feature is intended to cut selected components after
they are mated in the assembly. Assembly features often represent

e
post-assembly machining operations. They can also create section-type

F
views of an assembly by cutting away part or all of selected

ut
components.

di RA
Some specifics about assembly features are:
I Assembly features typically exist only at the assembly level. There
are two exception to this. The Hole Series feature always
propagates to the part level and other assembly features can appear
in the part by clicking Propagate feature to parts in the

or D
PropertyManager of the assembly feature.
I Visibility of assembly features can be controlled using

st
configurations.
I The sketch used by the assembly feature can be sketched on any

E plane or face in the assembly.
I The sketches can contain multiple closed profiles.
op AS
I An assembly feature pattern can in turn be patterned.

Where to Find It I CommandManager: Assembly > Assembly Features
I Menu: Insert, Assembly Feature

Note This lesson uses Hole Series assembly features. For an example of
t c LE

another type of assembly feature, see The Hole Wizard on page 175.
Hole Series The Hole Series is a special case of assembly feature that creates hole
y
features in the individual components of the assembly. A Hole Series
extends through each unsuppressed component in the assembly that
no RE

intersects the axis of the hole (the components do not have to touch).
Unlike other assembly features, the holes exist in the individual parts as
externally referenced features (in-context). If you edit a Hole Series
within the assembly, the individual parts are modified. Some specifics
about Hole Series holes are:
-

I Hole Series holes exist at the assembly level and part level (unlike
other assembly features).
Do E

I The sketch used by the Hole Series can be sketched on any plane
or face in the assembly.
PR

I Hole Series uses a limited set of end conditions: Through All, Up
To Next, Up to Surface, and Offset from Surface are available.
I A Hole Series can not be created by using the standard
Hole Wizard.
I The resulting hole(s) can be edited using Edit Feature, but only at
the assembly level. This propagates changes to all of the parts in the
hole series.

39

Lesson 2 SolidWorks 2012
Assembly Features and Smart Fasteners

I An existing Hole Wizard hole may be used as the seed for a
Hole Series.

rib T
I Different hole sizes can be set for the first part, the last part, and all
parts that are cut between them.

e
F
First part

ut
di RA
Middle parts

Last part

or D
st
Hole Series Wizard The Hole Series wizard is made up of five tabs that define the location,
shape and behavior of the holes.

E I

I
Positions
First Part
- Place points to locate hole centers.
- Define the parameters of the start hole.
op AS
I Middle Parts - Define the parameters of the hole between the
first and last parts.
I Last Part - Define the parameters of the end hole.
I Smart Fasteners - Insert Smart Fasteners into the hole series.
This tab is available only if you install and activate SolidWorks
t c LE

Toolbox.

Where to Find It I CommandManager: Assembly > Assembly Features > Hole
y

Series
I Menu: Insert, Assembly Feature, Hole, Hole Series
no RE

1 Open an assembly file.
Open Machine_Vise
from the Lesson02\Case
-

Study folder. This is
similar to the assembly
Do E

you created in the
previous lesson.
PR

40

SolidWorks 2012 Lesson 2
Assembly Features and Smart Fasteners

2 Hole series.
Select the face of Jaw_Plate<1> and click Hole

rib T
Series .

e
F
ut
di RA
3 Hole position.
On the Hole Position tab, select Create
new hole.
Add sketch points for the center of both holes.

or D
Add dimensions and a Symmetric relation
about a centerline to fully define the sketch.

st
4 First part.

E Click the First Part
I
tab and set:
Hole Type: CounterSink
op AS
I Standard: Ansi Metric
I Screw Type: Flat Head Screw
I Hole Size: M5
t c LE

5 Middle parts.
y
Click the Middle Parts tab and select Auto size based on start
hole. In this example, there are only first and last parts.
no RE
-
Do E
PR

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Lesson 2 SolidWorks 2012
Assembly Features and Smart Fasteners

6 Last part.
Click the Last Part tab and set:

rib T
I Hole Type: Straight Tap

e
I Screw Type: Bottoming Tapped Hole

F
I Hole Size: M5x0.8

ut
I Blind Hole Depth: Tap Drill 10mm

di RA
Click OK to add the holes.

or D
st
E
op AS
7 Section view.
Use a Section View to see the results.
Notice that the holes cut Jaw_Plate<1>
t c LE

and Base1.
Turn off the section view.
y
no RE
-
Do E
PR

42

Rotate the assembly to review Jaw_Plate<2>. Notice that the holes exist in this instance. because the holes exist in the part. SolidWorks 2012 Lesson 2 Assembly Features and Smart Fasteners 8 FeatureManager design tree. the other instance of the component. Save and close Jaw_Plate to return to the - assembly. Do E PR 10 Review another component. too. Right-click Jaw_Plate<1> and click Open no RE Part . Notice that the holes appear in the part. 43 . Also notice the CSK for M5 Flat Head Machine Screw feature in the FeatureManager design tree. e F ut di RA or D st E op AS t c LE y 9 Review the part. The result of the Hole Series is a feature rib T in the assembly that adds hole features in each of the parts.

Default reference planes. there is already a set of holes in Jaw_Plate. You E can edit the positions of the components with more flexibility when time-dependent features are not involved because then the order in op AS which the mates are evaluated does not matter. t c LE Find References Find References can extract the exact locations of component part and assembly files. rib T Features These features update after the components in the assembly in e sequence. Rollback can move among time dependent features. button can copy the files to another. y directory. and mates within the mate group. can be reordered. The Use existing hole(s) option creates matching holes when the hole in the First Part is already there. created in the first instance. you add matching holes to Sliding_Jaw without adding more holes to Jaw_Plate. Hole Series with The Hole Series is a useful tool to create holes using existing holes as PR an Existing Hole a guide.. Next. Reorder and You can reorder many features in the assembly FeatureManager design no RE Rollback tree. Lesson 2 SolidWorks 2012 Assembly Features and Smart Fasteners Time-Dependent The Assembly Feature is one of several time dependent features. The Copy files. like features in a part. In this lesson. Some time dependent features are: ut Dependent Features I Assembly features di RA I In-context features and parts I Assembly-dependent reference geometry (planes or axes) I Assembly-dependent sketch geometry I Component patterns Mates to Time. Relationships The simplest bottom-up component will have only the mate group as a child. 44 . have Parent/Child relationships. Parent/Child Components. You can also reorder components thereby controlling the order in which they appear in the Bill of Materials. common. sketches.. When you mate a component to a time-dependent feature. The listing provides a full path name for each reference used. the assembly origin and the default mate group cannot be reordered. F Types of Time. Items such as assembly planes. Other components that are acted upon by assembly features will have those features as children. Rolling back - before the mate group suppresses the mate group and all components Do E controlled by it. st Best Practice It is good practice to only mate to time-dependent features when that is the only way you can achieve the design intent of the assembly. the or D Dependent Features component can only be positioned after the time-dependent feature has been updated. axes.

You can use Select e Other or select the face through one of the F holes in Jaw_Plate<2>. Click the Last Part tab and set: y I Hole Type: Hole I Auto size based on start hole no RE I End Condition: Through All Click OK to add the holes. SolidWorks 2012 Lesson 2 Assembly Features and Smart Fasteners 11 Hole series. st On the Hole Position tab. op AS 13 First and middle. Select one of the countersunk faces in the E holes on Jaw_Plate<2> to select the existing holes. - Do E PR 45 . ut di RA Face on Sliding_Jaw (Jaw_Plate<2> hidden or D for clarity) 12 Hole position. The First Part and Middle Parts steps are predefined based on the existing hole. select Use existing hole(s). t c LE 14 Last part. rib T Select the face of Sliding_Jaw as shown and click Hole Series .

The fasteners are automatically mated to the holes with - Concentric and Coincident mates. the longest one is used. Smart Fasteners uses the SolidWorks Toolbox library of fasteners. Right-click Sliding_Jaw and click rib T Open Part . Fastener Defaults The length of a new fastener for a blind hole is the next shorter national y standard length. Smart Fasteners 46 . you can configure Smart Fasteners to add any type of bolt or screw as the default. For other types of holes. For a through hole. no RE Hole Wizard or Hole Series holes have the most intelligence. faces or components (all the PR holes in the selected face or component). which has a large variety of ANSI Inch. You can also add t c LE custom designs to the Toolbox database for use with Smart Fasteners. bolts and Fasteners screws) to your assembly if there is a hole or pattern of holes that is sized to accept standard hardware. or to all available holes. or D st 16 Save the file. Where to Find It I CommandManager: Assembly > Smart Fasteners I Menu: Insert. Metric and other standard hardware. Notice that the holes appear in the part. di RA Save and close Sliding_Jaw to return to the assembly. When holes are deeper than the longest fastener length. op AS Smart Smart Fasteners automatically adds fasteners (for example. Lesson 2 SolidWorks 2012 Assembly Features and Smart Fasteners 15 Review the part. and are fitted with matching bolts or screws. The holes can be assembly or part features. You can add fasteners to specific holes or patterns. Also e notice the M5 Clearance Hole F feature in the FeatureManager ut design tree. it is the next longer national standard length. E Save but do not close the assembly. Do E Introducing: Smart Smart Fasteners adds fasteners to available hole features in Fasteners assemblies.

F Select the planar face of Jaw_Plate<1> ut then click Add. op AS 20 Settings. and will populate them at the same time. 47 . The fastener appears in the Results list in the st PropertyManager and “previews” of the fasteners appear in the holes. Two screws are inserted into the holes. A SmartFastener folder appears in the FeatureManager design tree containing the two screws. Click OK. The label shows E the current size and can be used to change it. or D 19 Sizing. y no RE - Do E PR 21 Results. di RA Smart Fasteners recognizes both holes on the planar face as identical CSK for M5 Flat Head Machine Screw holes. SolidWorks 2012 Lesson 2 Assembly Features and Smart Fasteners 17 Smart Fasteners. Click Auto size to hole diameter and use the t c LE default settings for the remaining options. rib T Click Smart Fasteners . e 18 Add.

extruded cuts F and revolved cuts. di RA Where to Find It I Menu Bar: Click Options . For holes rib T created with the Hole Wizard or as Hole Series. the physical size determines a reasonable fastener ut diameter. Configure Smart Fasteners or D st E op AS t c LE y no RE - Do E PR 48 . Hole Wizard/ Toolbox and click Configure. such as internal contours in a boss. Type and Fastener. Lesson 2 SolidWorks 2012 Assembly Features and Smart Fasteners Smart Fasteners The Hole Wizard/Toolbox settings determine variables including Settings Default Fasteners and Automatic Fastener Changes. System Options. For holes e created in other ways. the fastener type is set in the dialog by the Hole Standard.

it can be changed op AS in several ways. Changes to E Existing Fasteners After the fastener has been added. or D st Note The previous use of Smart Fasteners did not include a top stack because it is a countersunk hole or a bottom stack because it is a tapped hole. All t c LE holes created with that feature and in turn all fasteners generated in y them are changed. All fasteners created with that feature are changed. These functions do not update the Toolbox database. That feature alone is changed. ut di RA I Top Stack Click Add to Top Stack to add washers under the head of the fastener. I Hole Series feature - Right-click the Hole Series feature and click Edit Feature. I Bottom Stack Click Add to Bottom Stack to add washers and nuts at the end of the fastener. Do E Important! Do not edit the individual parameters of a Toolbox part using Edit Sketch or Edit Feature.Right-click the Smart Fastener feature and click Edit Smart Fastener. I Smart Fastener no RE feature . and add Top and Bottom Stack components as you rib T create the fastener.Right-click the fastener and click - Edit Toolbox component. e I Fastener F Right-click the Fastener and click Change fastener type to alter the fastener or select Use default fastener to return to the default. below the last component of the hole series. PR 49 . SolidWorks 2012 Lesson 2 Assembly Features and Smart Fasteners Hole Series The Series Components of a Hole Series allow you to change the Components Fastener Type. I Individual Fastener feature .

Lesson 2 SolidWorks 2012 Assembly Features and Smart Fasteners Splitting the Hole Splitting the hole series is only Series required where aligned holes are used rib T with Smart Fasteners. if you had two hole patterns that both used a 1/4”-20 t c LE hex bolt. In this situation. Right-click the series and click Flip. The F length of the fastener may cause it to ut pass through several holes. y no RE Note: You may need to reverse the fasteners after splitting a series. Expand a series to show the hole feature(s). For example. I Series 1. Click Edit Grouping. - Do E Smart Fasteners It is not uncommon to create a configuration or a display state of an and Configurations assembly that has all the hardware suppressed or hidden. or D st E op AS Drag to split a series. there would be two series listed under that fastener. di RA The solution is to split the hole series to break one fastener into multiple fasteners. only one fastener might be e added where two or more belong. Series 2. They can also be selected using Select Toolbox. and so on Separate hole series that use this fastener. 50 . Smart PR Fasteners facilitate this because the Smart Fasteners are grouped at the bottom of the FeatureManager design tree.

Also. ut Smart Fasteners recognizes both holes on the di RA planar face as identical CSK for M5 Flat Head Machine Screw holes. Click Add to Bottom Stack then select Hex E Nuts . a washer and a nut are added on the other side of Sliding_Jaw.1M) to add a nut. SolidWorks 2012 Lesson 2 Assembly Features and Smart Fasteners 22 Insert Smart Fasteners. Two screws are inserted into the holes.Regular (B18. rib T 23 Add.Style 1 (B18. op AS 25 Results.22M) to add a st washer.4. and will populate them at the same time. Click Add to Bottom Stack then select Plain or D Washers . Click OK. y no RE - Do E PR 26 Save and close the files. 24 Bottom stack. A SmartFastener folder appears in the FeatureManager design tree t c LE containing the new hardware. e Select the planar face of Jaw_Plate<2> then F click Add.2. 51 . Click Smart Fasteners .

Lesson 2 SolidWorks 2012 Assembly Features and Smart Fasteners rib T e F ut di RA or D st E op AS t c LE y no RE - Do E PR 52 .

rib T and Smart Add the matching hardware using Smart Fasteners. Use Smart Fasteners to add hardware to the existing holes in t c LE TBroundcover and TBrearcover. Open TBassy from the Lesson02\Exercises\SmFastenerLab folder. SolidWorks 2012 Exercise 3 The Hole Wizard and Smart Fasteners Exercise 3: Use the Hole Wizard at the assembly level to The Hole Wizard create Assembly Features and Hole Series. M3 Pan Head Cross with Plain Washers Narrow y Length 8mm no RE - Do E PR M3 Flat Head Length 8mm 53 . 2 Smart Fasteners. e Fasteners F This lab uses the following skills: ut I Assembly Features on page 39 di RA I Hole Series on page 39 I Smart Fasteners on page 46 Units: mm or D st Procedure E Use the following procedure: op AS 1 Open an assembly file.

PR 54 . Exercise 3 SolidWorks 2012 The Hole Wizard and Smart Fasteners 3 Hole Series. e M3 CBore Hole F Pan Head Cross Screw with Plain Washer Narrow ut M3 Clearance Hole Length 8mm Socket Head Cap Screw di RA with Plain Washer Narrow Length 10mm M5 CBore Hole Hex head Bolt with Plain Washer Narrow Length 25mm or D st E op AS Locations Use these locations for Hole Series holes. t c LE y no RE - Do E 4 Save and close the files. Use Holes Series and Smart Fasteners to add holes and hardware as rib T shown.

PR For the Feature Scope. Select a face of Cover and click Hole Wizard . - Use these settings: Do E Counterbore. This lab uses the rib T Features following skills: e I Assembly Features on page 39 F ut di RA or D Hole Wizard The hole wizard can be used in the assembly as an assembly feature. click Auto-select. SolidWorks 2012 Exercise 4 Assembly Features Exercise 4: Create and edit assembly features to Assembly modify this assembly. M3 and Through All. Pan Cross Head. It Assembly Feature can exist only at the assembly level or at both the part and assembly st level. 1 Open an assembly file. ANSI Metric. E Open Assy Features from the Lesson02\Exercises\ op AS Assy Features folder Hide Gear. t c LE y no RE 2 Assembly feature. 55 . Oil Pump Driven.

Click Propagate feature to parts and make sure that only the components Cover and Housing are selected. Exercise 4 SolidWorks 2012 Assembly Features 3 Individual parts. they do not have the e hole feature. Click OK. As expected. - Do E PR 56 . Open the component parts rib T Cover and Housing. F ut di RA or D st E op AS t c LE y 4 Edit feature scope. The hole now exists at both the assembly and part level. Edit the hole wizard feature CBORE for M3 Pan Head Machine no RE Screw1.

Area Hatch/Fill y has been added in this example. create a drawing and t c LE place an isometric view with the assembly feature cut. Extend the cut through the entire assembly and di RA select only Cover in Feature Scope. rib T 5 Sketch and cut. Click Assembly Feature ut > Extruded Cut . SolidWorks 2012 Exercise 4 Assembly Features Sketched Cut A cut feature can be used as an assembly feature to create a cutaway Assembly Feature view for use in a drawing. PR 57 . no RE - Do E 6 Save and close the files. e Create a sketch on the planar face of Shaft and sketch a rectangle that F extends beyond the geometry as shown. or D st E op AS Optionally.

E 2. tangent to the bottom and centered. TOP COVER fits with gaps of 0. 3. use Make Assembly from Part to create the new assembly based on LEVEL. GLASS CYLINDER is placed within the cutout in LEVEL. op AS Part Design Three component parts make up this new assembly. The countersink holes are added to LEVEL and TOP COVER. 58 . GLASS CYLINDER can be built outside the assembly. t c LE y no RE - Do E PR Fasteners are added after the parts. Exercise 5 SolidWorks 2012 Level Assembly Exercise 5: Create this assembly using the Smart Level Assembly information and dimensions Fasteners rib T provided. This lab reinforces e TOP the following skills: COVER F ut I Top-Down Assembly Modeling GLASS on page 8 di RA CYLINDER I Hole Series on page 39 I Smart Fasteners on page 46 LEVEL (supplied) Units: mm or D Design Intent The design intent for this assembly and its parts is as follows: st 1. Add new parts top down and bottom up. Its top is flush with the front and back of LEVEL. LEVEL is provided.10mm on each end (near the holes) of LEVEL. TOP COVER will be built in context.

t c LE y no RE - Do E PR 59 . The two countersunk holes go through TOP COVER and e LEVEL. SolidWorks 2012 Exercise 5 Level Assembly TOP COVER is a plate with a rounded sight hole centered on the rib T plate. F ut di RA or D st E GLASS CYLINDER is a simple cylinder that can be created outside of the op AS assembly and dragged in.

60 Exercise 5 PR Level Assembly Do E - no RE t c LE op AS y E or D di RA st F SolidWorks 2012 rib T ut e .

no RE - Do E PR 61 . t c LE I Apply a mate reference and use it for efficient assembly. you will be able to: I Utilize shortcuts for mating components. y I Use various advanced mate types. I Create and use Smart Components. rib T e F ut di RA Lesson 3 or D Advanced Mate Techniques st E op AS Upon successful completion of this lesson.

there are important time savers ut for adding and mating components. but you can add your own as well. there are shortcuts. features. di RA I Mate References I Design Library I Smart Components The Mate tool creates all the types of mates between components. PR 62 . They can be used from an open part document or from within the assembly. rib T Key Topics The following are some of the topics that will be covered in this lesson: e I Mating shortcuts F As the assembly is being put together. a secondary reference part. Design Library The Design Library is a storage area for commonly used parts. To create the st two most common types of mates. Mates SolidWorks has many advanced tools to make mating easier and faster. and even assemblies. and a feature to be added to a pre-existing part in the assembly. - We will create a Smart Component consisting of the base (Smart) Do E component. Concentric and Coincident. Best Practices The Best Practices for Mates topic in the online help contains many t c LE useful tips for adding assembly mates. Smart Smart Components are pre-configured parts that bring with them Components associated features and components upon insertion into an assembly. no RE Mate References A Mate Reference can be added to a part so that a mate can be used on the fly when dragging and dropping a part from Windows Explorer or the Design Library pane. removing some or all or D of their degrees of freedom. They can create mates of all types and are easy and fast. SolidWorks comes supplied with many y of these. E op AS Mate Capabilities Advanced mate features and mating shortcuts allow you to create multiple mates dynamically as you add components to the assembly. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Advanced Mating is one of the most important pieces of assembly modeling.

see Feedback Pointers on page 66. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 1 Open an assembly file. Open RoundCoverPl from the Lesson03\Case Study\Mates folder. For other cursor types. the Tab key will flip the alignment instead of rotating the component. di RA 2 Open a part file. See Lightweight Components on page 235 for more information. Drop the component to add it and its mates to the assembly. t c LE y no RE Press the Tab key to rotate the plate. rib T Open Mates from the Lesson03\Case e Study\Mates folder. This F assembly contains a single ut component. Drag the circular edge of RoundCoverPl into the assembly and drop it E on the circular edge of ModifiedHousing. st 3 Mate Concentric and Coincident. indicating that Concentric op AS and Coincident mates will be created. putting the lug at the - bottom. Tile the windows so that both or D documents can be seen. 4 Drop. Do E PR Tip If the assembly is in lightweight mode. The cursor appears as a “pin in hole” . 63 . Do not release the mouse button yet.

By using the Alt key while dragging the mating entity of the - free component to its desired location. y no RE Mates from Within The use of mates extends to components that are already resident in the the Assembly assembly. ut Other Uses Mate shortcuts can also di RA mate a face to a face and a vertex to a vertex. then single- click on the target mating entity. Here there are two methods to apply a mate: PR I Double-click and drag the mating entity of the free component to its target mating entity and drop. op AS 6 Add second component. Both of these techniques generates a single mate. or D st Note E In the general case (mate shortcut without a hole pattern) pressing Tab alternates between the Anti-aligned and Aligned conditions. Lesson 3 SolidWorks 2012 Advanced Mate Techniques 5 Results. 7 Save and close the part t c LE file. you can add mates from within the Move Component PropertyManager by clicking the SmartMates button. 64 . I Double-click the mating entity of the free component. three mates were added using this e method: two concentric F mates and one coincident. Along with inserting the rib T component. Using the same method. any mate type can be added. add another instance on the other side. Do E Alternatively.

drag the shaft to the mating face of E ModifiedHousing. which shows the concentric mate type highlighted. op AS I The component becomes transparent. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 8 Insert Offset Shaft. Confirm with the Mate Pop-up toolbar. two things happen. no RE - Do E PR 65 . di RA Select the cylindrical face of Offset Shaft. st While holding the Alt key. I The cursor displays a mate icon . rib T Click Insert Component and e insert Offset Shaft into the F assembly. Drop the part to preview the mate. I Identifies the mating entity (face). When the drag is initiated. y A feedback cursor appears when the concentric mate is inferred. or D 10 Drag using Alt key. indicating you are trying to add a mate. t c LE 11 Drop. This does two things: I Identifies the component to be mated. ut 9 Mate shortcuts.

A Coincident mate is added. The rib T Mate Pop-up toolbar will not appear when the mate consists of more than one individual mate (such as “pin in hole”). the pointer changes to indicate the type of entities being mated. I indicates linear edges are being mated. PR 66 . e F 12 Results. You can also mate y conical faces (provided their cone angles are equal). or an axis and a linear edge. A Coincident mate is added. You can also mate axes. and axes. The edges do not have to be complete circles. - I indicates vertices are being mated. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Note The same Mate Pop-up toolbar will appear if the cylindrical face of Offset Shaft was dragged and dropped from an open document. A Concentric mate is added. or D st E op AS Feedback Pointers When you drag and drop. I indicates circular edges are being mated. Concentric and Coincident mates are t c LE added. I indicates cylindrical faces are being mated. ut A single Concentric mate is added between the two di RA cylindrical faces. no RE I indicates planes or planar faces are being mated. A Coincident mate is Do E added.

Click OK to complete the ut operation. di RA or D st E op AS t c LE y no RE - Do E Note Choosing a circular edge would also work in this situation. drag it toward ModifiedHousing and drop e F it when the coincident mate is inferred . select the flat circular face of Offset Shaft as indicated. PR 67 . Press the Alt key. rib T Using selection filters. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 13 Face selection.

face. then the tertiary entity is used. In both situations we have rib T manually identified the geometry we are mating to. the software identifies or D Secondary. Reference Geometry. Where to Find It I CommandManager: Assembly (or Features) > Reference t c LE Geometry > Mate Reference I Menu: Insert. PR 68 . or vertex to F mate? ut Mate References allow you to realize the benefits of mate shortcuts di RA without the requirement of having the part you want to mate open. Under Primary Reference Entity select the circular edge. edge or vertex in the part as the mate reference. Multiple mate references can be added to a part. The Type sets the type of mate that - will be created when there is a choice. By identifying a face. and potential mate partners for the specified entity. If the primary entity is st Tertiary not valid for the entity your pointer is over. Leave it at Any. Primary. you can use mate shortcuts while dragging and dropping the part from Windows Explorer or the Design Library. the pointer changes and the preview snaps into place when a potential mate partner is op AS found. Leave it at Default. Mate Reference y 14 Adding a Mate Reference. Introducing: Mate Reference identifies a selected face. But what about dragging and dropping a part from Windows Explorer or the Design e Library? How will the system know to what edge. Open Shaft and click Mate no RE Reference . E As you move the cursor in the assembly window. edge or vertex to be used for Mate Reference mate shortcuts. When you insert a part with a mate reference. then the secondary entity is References used. If neither the primary nor secondary entities are valid. Do E The Alignment sets the orientation of the mate created. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Adding Mate So far we have used mate shortcuts with parts the are either already References open or are already in the assembly.

The MateReferences folder is added to op AS the FeatureManager design tree. E Click OK. and choose the st Coincident mate type. Add Secondary and rib T Tertiary reference e entities to the Mate F Reference. However. The part can now be added to an t c LE assembly from Windows Explorer using Smart Mates. y no RE - Do E PR 69 . ut Add the Secondary di RA reference to a cylindrical face and choose the Concentric mate type. Multiple MateReference features can be listed in the folder. let’s go a step further. 16 Feature. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 15 Secondary and Tertiary. Secondary Add the Tertiary or D Tertiary reference to a planar face.

- Do E PR 70 . the Add to Library dialog appears allowing you to name the no RE copy of the part. Parts. ut On the Design Library tab of the Task Pane. or D st E op AS t c LE 18 Add to library. Tip You can navigate through the various folders just as you would through Windows Explorer. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Design Library The Design Library pane accesses and stores commonly used library Parts features. or into parts as derived or base parts. Drag the top level icon of the Shaft into the Design Library pane. Design Library parts can rib T be dropped into assemblies as components. di RA click Design Library. y You can also drag it directly onto the hardware folder. e F 17 View the Design Library. sheet metal forming tools and parts. After it is dropped. Hardware to access the folder.

st E 21 Drag and drop. move the cursor over the circular edge of the hole in RoundCoverPl. Drop the part. op AS Rotate to the back of the assembly. you can take advantage of the mate reference. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 19 Name it Shaft_DL. when you drag Shaft_DL into an assembly. rib T Let’s call it Shaft_DL. e Note Another option is to click the Add to Library icon and select the F part. You can rename the library part or keep the same name by clicking OK. Now. The “pin in hole” cursor appears. t c LE y no RE - Do E PR While still holding the Shaft_DL part. or D Close Shaft without saving the changes. ut 20 Result. Drag Shaft_DL from the Design Library into the assembly. di RA Shaft_DL is copied into the Hardware folder of the Design Library. 71 . It opens the same Add to Library dialog. and click OK. It appears transparent.

a list appears. or D st E op AS Capture Mate You can also use any existing mate on a component to define a Mate References Reference for the component. ut di RA 23 Completed. Click Mate Reference . the Mate Reference dialog enables you to capture the reference. Shaft_DL is added with two mates. 25 Mate Reference. no RE 24 Edit a part. It can still turn. Lesson 3 SolidWorks 2012 Advanced Mate Techniques 22 Configuration. Dismiss the Insert Components PropertyManager. and F click OK. Right-click Offset Shaft and click Edit Part . y Note that capturing a reference is possible only while editing a part in context of an assembly. one concentric and one coincident. When a component is edited in context t c LE of the assembly. - Do E PR 72 . Because the part contains more than rib T one configuration. e Choose S102B from the list.

29 Save and close the files. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 26 References to Capture. ut 27 Select. Under References to rib T Capture. 28 Reference added. Click E OK. the Mate Reference in this component can be used for future mates in this assembly or another. t c LE Smart Smart Components can associate y Components common components and features. two mated entities are listed. it will st be the Secondary. op AS Once saved. The insertion of a Smart Component no RE into an assembly enables easy addition of related components and features in one step. the Tertiary. di RA Select either of the two entities from the list. along e with their respective F mates. It becomes the Primary Reference Entity. with its Type and Alignment or D as well. This Smart Component can then be used in any number of different assemblies and always have its associated - components and features easily Do E inserted with it with no additional steps. Return to editing the assembly. a third. If a second entity is selected as well. PR 73 .

Latch will be created from the beginning while the more st complex Lock will be partially built. See page 16 for more information. di RA Tip The defining assembly is similar to the base feature used when creating a Library Feature. F There is no residual external reference to the defining assembly or ut other components. Creating the features associated with the Smart Component requires the E use of In-Context Features. 74 . see Smart Fasteners on page 46. Next the Smart Component is “detached” from this assembly. First the component Smart Component to be made Smart must be assembled in a defining assembly with the rib T appropriate components and any in-context features. Create the The first step in creating a Smart Component is to establish a defining or D Defining Assembly assembly. Open Box Assembly from the Lesson03\Case Study\Smart Components folder. a mortise lock assembly demonstrates Smart Components. Note For this example. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Create a Use of Smart Components is a two stage process. op AS 1 Open assembly. See the SolidWorks Essentials manual for more information. In this lesson. Two Flat Head Screw_AM should be added. Add Smart Fasteners to the existing holes PR in Latch. bringing with it any and e all information about the Smart Feature (or Component) references. For more information. t c LE y no RE - Do E 2 Smart Fasteners. use a screw from your current Toolbox Standard.

PR 75 . or D st E op AS 4 Features. y Click OK and create the smart feature. di RA Click Make Smart Component and select Latch and the two Flat Head Screws as the related Components. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Make Smart To create the Smart Component. no RE 5 Smart Component icon. the component. Make Smart Component F ut 3 Component selections. The previously selected components are automatically hidden but can be t c LE shown by clicking Show Components. Save but do not close the assembly. select the in-context cut feature made in Cover for Latch. e Where to Find It I Menu: Tools. associated Component components and features must be selected from the assembly using rib T Make Smart Component. Do E 6 Save the file. Latch is marked with a star indicating that it is a - Smart Component. Under Features.

ut Open Test from the Lesson03\Case Study\Smart Components folder. Insert and mate the Smart op AS Component Latch as shown using distance. See Summary: Inserting and rib T Mating Components on page 92 for more information. coincident and width mates. e F 7 Open assembly. t c LE y no RE - Do E PR 76 . use the view named 2. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Inserting the Smart Components can be inserted into an assembly using the same Smart Component techniques as any other components. di RA or D st E 8 Insert Smart Component. To get this orientation.

e F Where to Find It I Menu: Select the Smart Component and click Insert. Features the smart features and associated components can be added. Smart ut Features di RA I Shortcut Menu: Right-click the Smart Component and click Insert Smart Features I Graphics Area: Click the Insert Smart Feature icon 9 Selections. or D Click Insert Smart Feature in the graphics area and select the face listed under References st as shown. Click Update feature and component size/location when Smart Component moves/ E changes. They can be cleared to prevent the addition of that feature or component. Click OK. op AS t c LE y no RE - Note All the clicked options under Features and Components are based on Do E the selections made when making the Smart Component and are automatically selected. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Inserting Smart After the Smart Component has been added to the assembly and mated. This is rib T accomplished using the references and selections made in the original assembly. PR 77 .

op AS t c LE y no RE - Do E PR 78 . The FeatureManager design tree lists the Latch-1 folder that includes Latch. you would see the parts and the cut ut feature applied to di RA Test. e F If the parts were exploded.14X25. a Features folder and toolbox parts. The associated features and rib T components are added to the assembly.5. Lesson 3 SolidWorks 2012 Advanced Mate Techniques 10 Results. or D st E 11 FeatureManager design tree.

Return to Box Assembly and zoom in on Lock. Select all three cut features in the 0. e Note The in-context features required for the example have already been F created. ut di RA 12 Smart Fasteners. t c LE y no RE - Do E PR 79 .75x18x6 component as Features and click OK. Add Smart Fasteners as shown. The following example uses multiple features and rib T multiple components. or D st E 13 Make Smart Component. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Using Multiple The previous example contained all the elements of a typical Smart Features Component. op AS Click Make Smart Component and select Lock and the related Components as shown.

Return to the Test assembly and insert the smart component. y no RE - Do E PR 16 Save and close the files.12X18 t c LE component. Lesson 3 SolidWorks 2012 Advanced Mate Techniques 14 Insert and mate. 80 . Mate it to rib T be centered on the face of Test.12X18 in both directions and flush with the surface. Add the Lock Smart Feature using selections from the Test. e F ut di RA or D st E op AS 15 New Smart Feature.

st In this example. y no RE Tip The cylinder represents a pipe that Smart_EC will cap. the diameter is ut read by the smart component di RA and is used as a trigger for selecting an appropriate configuration based on a range of diameters. The t c LE assembly includes the Smart_Drain_Pipe component. only shaft-type parts can utilize this option. - Do E PR 81 . they are not used here for clarity. By selecting a e cylindrical face as a mate F reference. Because it is based on or D cylindrical references. because the cap is designed to fit the outer diameter only. an end cap for pipes demonstrates the option. op AS 1 Open an assembly file. Note that the “pipe” model is solid. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Using Auto Size The Auto Size option within Make Smart Component rib T can place and size a smart component. Open Smart_Base_Assembly from the Lesson03\Case Study\Autosize folder. Although we E know that additional components and features can be created along with the Smart Component. Note The focus is strictly on how the Auto Size option works.

It is built using a rib T revolved feature with an inner diameter dimension. E Drag Smart_EC into the Smart_Base_Assembly assembly using the mate op AS reference as shown. st 3 Insert component. 82 . e F ut di RA It also contains configurations that drive the inner diameter. Close the part. Lesson 3 SolidWorks 2012 Advanced Mate Techniques 2 Open a part file. 3/4” and 1” diameter. Select the Smart_EC component and click Make y Smart Component . Click the Diameter no RE checkbox and select the inner face of the component as shown. Open Smart_EC. t c LE 4 Make Smart Component. - Do E PR This creates a mate reference that includes a sensor to determine the diameter of the attachment face. The sizes represent standard or D pipes of 3/8”. 1/2”.

st Click OK twice. Click Configurator Table and fill in the chart as shown. - Do E PR 6 Save and close the files.84”. E op AS Note If the smart component contained associated parts and features. Features of the The FeatureManager design tree t c LE Smart Component shows that the smart component contains two new features: the Smart Feature folder and a y SmartPartSensor-<1> mate reference. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Configurator Table The Configurator Table controls matching configurations and features and parts used by the smart feature.8” and 0.9” selects F the 12 configuration of the Smart Component. e For example. no RE The new mate reference places the component and supersedes the original mate reference. a pipe diameter that falls between 0. This range is chosen ut because a standard 1/2” pipe has an OD of 0. like the previous case study. di RA 5 Configurator Table. 83 . The ranges will capture or D standard pipe OD’s. additional columns would be added. The chart is filled in using rib T pulldowns for configurations and typing for numbers.

Lesson 3 SolidWorks 2012 Advanced Mate Techniques 7 Open an assembly file. why does the Select Configuration PR dialog appear? The option appears because two configurations (Default and 12) have the same range values in the configurator.pipe. di RA Drag Smart_EC from Windows Explorer into the assembly and locate it on the cylindrical face of the test. 10 Save and close the files. The sensor reads the diameter of the component (0.assembly from the rib T Lesson03\Case Study\Autosize folder.675”) and determines if there is a corresponding range in or D the Configurator. Drop the component and use Flip Mate st Alignment if necessary.7” applies. The assembly includes several e “test pipe” components of different F standard sizes at various angles. 84 .pipe. no RE - Do E Note When you drag onto test.A component as shown. Open test. Add the remaining y components as shown using the same Smart Component.B.6” to 0. The range 0. so the configuration 38 (3/8”) is selected and used. E op AS t c LE 9 Add components. ut 8 Insert component.

I A Hinge mate simulates a hinge using a concentric. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Advanced and In addition to the standard mates. Hinge. or point to - a series of tangent extruded surfaces. A Limit Mate defines a range of motion for a Distance or y I Angle mate. These Types include Cam. Gear. no RE Mechanical Mate Mechanical Mates represent common mechanical joints. or 2 parallel or non-parallel or D planar faces. Rack Pinion. Path Mate. A ratio determines the differences. coincident and angle mate with limits. so for pulleys you must check the Reverse direction check box (gears turn in opposite directions. Note E The path can be a single edge or multiple edges using op AS the Selection Manager. it does not create mirrored components. Linear/Linear Coupler F Types and Limit mates. I A Path Mate connects the vertex of a component to a path. The groove can consist of 2 parallel or non-parallel planar faces. The st component can be dragged along that path using settings for Path Constraint. allowing some freedom of movement. t c LE Note The selection defines both the component and the direction of linear movement. I A Width Mate centers a tab within the width of a groove. I A Cam (or Cam-Follower) Mate is a type of tangent or coincident mate. pulleys turn in the same direction). Width. Pitch/Yaw Control and Roll Control. It enables you to mate a cylinder. PR I A Gear Mate defines a relationship between mechanically connected gears or pulleys. such as you would find on a Do E cam. I A Linear/Linear Coupler mate defines relative linear motion between 2 components. It enables you to maintain the desired ratio of rotational motion between components. 85 . Note that counter- rotating gears are the default relationship. plane. rib T Mate Types e Advanced Mate These include Symmetric. and the tab may consist of a cylindrical face. there are specialized Advanced Mechanical Mates and Mechanical Mates for use under certain circumstances. ut I A Symmetric Mate forces two similar entities to be symmetric di RA about a plane or planar face. Screw and Universal Joint mates.

including a reference pitch circle. st We will add a belt assembly feature to control the pulley motion. ut I A Universal Joint Mate simulates the motion of a universal joint using two components and a Joint Point. Lesson 3 SolidWorks 2012 Advanced Mate Techniques I A Rack Pinion Mate creates “traction”. The 350mm and 250mm diameters are taken directly from the geometry (either a circular edge. E We will also add appropriate mates to other components of the assembly to get the desired motion. Open AdvMates from the Lesson03\Case Study\AdvMates or D folder. t c LE 3 Define a gear mate between the pulleys. enabling linear motion of one component to create rotational motion in another. y Click Gear . 86 . or cylinder face) and define the - ratio between them. pulleys and a belt require you to Reverse the direction to get the correct motion. op AS 2 Insert mate. DON’T click OK yet. PR Since the default motion for this mate type is counter-rotating gears. and vise- rib T versa. Select the outer circular edges of the pulley no RE components. pulley and cam systems. The assembly consists of simple link. e I A Screw Mate creates a relationship between two cylindrical F faces designed to mimic the motion of threads. di RA 1 Open an assembly file. These Do E values may be overridden manually. Click Mate and expand Mechanical Mates.

The Gear Mate is a simple. circular edges or cylinder faces can be selected. The Belt/Chain feature creates a sketch that ut can be made into a solid using a sweep. In this case. and can be modified here if necessary. But in the case of pulleys and a belt. SolidWorks 2012 Lesson 3 Advanced Mate Techniques The Belt / Chain The Belt/Chain Assembly Feature is a special type of assembly feature Assembly Feature specifically designed to relate pulleys or sprockets. Click Cancel in the Mate dialog. there is another option. op AS 5 Add Belt/Chain feature. t c LE Axes. Multiple pulleys or sprockets can be included. di RA Where to Find It I CommandManager: Assembly > Assembly Features > Belt/ Chain I Menu: Insert. and gives the option to create a F new part from the feature. Assembly Feature. the belt plane is correct. we could specify an alternate Belt Location Plane for the belt. or sprockets and a chain. Belt/Chain or D 4 Alternative. Do E If necessary. and the outer edge of no RE the idler wheel. PR 87 . It may be helpful to switch to Hidden Lines Visible and the Right orientation. Use Flip belt side on idler if necessary - to put the belt inside. Click Belt/Chain . Select the two edges that form y the bottoms of the pulley v- grooves. The diameter of each circle is indicated. rib T Introducing: Belt/Chain Assembly Feature adds appropriate mates and relationships e Belt/Chain to achieve the desired rotational result. convenient way to attain relative rotational st motion between two components. in particular when an idler is involved (a gear E mate can be applied to two components only).

Engage belt is a toggle for suppressing and unsuppressing the mates. By making the belt ut Driving. We won’t create a part from this belt. Click OK. t c LE The pulleys now move according to the traction of the belt. or 7.5mm. this box could be cleared and the pulleys would move independently. Also. we can set a standard di RA length. The Properties area offers rib T some belt definition choices. the nominal length should or D not be calculated by the minimum provided by the v- st groove circumference. Create belt part would take the newly created assembly feature and save it as a part file with name of your choice. The belt curve will be offset from all the pulleys by half the E thickness. It is unlikely we would find a e standard belt of length F 2235. 7 Add Coincident Mate to the pin-in- y slot relationship. op AS Should there be a need to adjust the phase of the pulleys or gears. This keeps the two pulleys almost aligned vertically and tightens idler. so we need to add some belt thickness.36mm. Enter 2000mm (2 meters). - Do E PR 88 . Lesson 3 SolidWorks 2012 Advanced Mate Techniques 6 Other properties. Set it to 15mm. Next add a coincident mate between no RE the temporary axis of pulley <1> and the Top plane of link <1>.

For Mate Selections. Now we want to keep the pin rib T within the length of the slot. E op AS 10 Add a Cam Mate. Click on the Advanced Mates e tab. The Cam Follower is the Do E thickness face of the yellow roller. F Use the axis of pulley again. - 12 Select Cam Follower face. created with a fit spline. and expand the Mechanical Mates tab. Insert another mate. Maximum Value to 50mm and Minimum Value to .50mm. Set the base dimension to 0mm. 89 . select the thickness face of t c LE cam. In the case where the cam surface consists of several no RE separate but tangent faces. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 8 Limit Mate. or D 9 Move component. Click OK twice to apply and close the mate dialog. y Note This cam surface is one face. and click Distance . Click Cam . Click OK twice. they all must be selected. 11 Select cam face. ut and this time the Right plane di RA of the link. PR It may be necessary to flip the alignment of the mate. st Move pulley to verify the motion of link.

Open Rack&Pinion from the E Lesson03\Case Study\RackPinionMate folder. y that would be easy. op AS The assembly contains just two parts. or D st 1 Open an assembly file. rib T link follows the pin. Were this a simple wheel resting on a surface. 90 . but the next best thing will be a Distance Mate from the center of spur gear to the pitch line of rack. The Pitch Line is the construction line through the middle of the tooth cut. ut 14 Save and close the files. This can apply to a gear and rack relationship. The sketches containing the tooth cut dimensions are shown. The pitch diameter is 6 inches. the Rack Pinion Mate is for relating rotation and translation. The upper pulley follows at the correct speed. no RE Add a 3” distance mate between the center of the spur gear and the highlighted pitch line of the rack. The first thing needed is an appropriate tangent relationship between spur gear and rack. Lesson 3 SolidWorks 2012 Advanced Mate Techniques 13 Complete motion. spur gear and rack. Rotate the lower pulley. But with gear teeth. 3 Distance mate. di RA Rack Pinion Mate As earlier indicated. or to any conveyor operation. Pitch Line - Do E PR Note We can’t mate tangent to the pitch circle. e Tip For more on motion and animations. such as roller feed or a wheel rolling on a surface. t c LE 2 Tangency. see the Creating Animations with F SolidWorks Step-By-Step manual. we must use the pitch circle. and Follower moves with cam. so the distance to mate is 3 inches.

The Pinion pitch diameter. edit the mate and select no RE Reverse to change the direction of motion. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Determine if the teeth are interfering. - Do E PR 91 .Select the pitch circle of spur gear. e F 4 Rack Pinion Mate. Test the motion of the assembly. 6 Save and close the files. Under Mechanical Mates in the Mate dialog. If necessary. now is the time to adjust either rack or spur gear so that they mesh.Select the long lower edge. If they are. is taken from the st geometry. Rack . E op AS t c LE y 5 Test. ut select Rack Pinion and Pinion pitch di RA diameter. or D Pinion . you will not be able to fix meshing without suppressing the mate. After applying the rib T Rack Pinion Mate. 6 inches. Any linear edge that runs in the direction of travel is adequate. Click OK twice.

Component Components dropped onto the Origin of the assembly in the graphics di RA area. This method also copies the orientation of the component. Mates Inserting and can also be created in several different ways. Components y Method Description no RE Drag and drop from Select a component’s graphics or icon in the within the graphics FeatureManager design tree. Component. For reference purposes. either at a free location or at the Origin. and hold down window Ctrl and drag into the graphics area to create another instance. are also fixed in space. F ut Inserting the First The first component added to any assembly is automatically fixed. others only after the component has been added. The component will be pasted at component graphics the assembly Origin although it will not be into the graphics fixed. Assembly st Drag and drop the file Drag the file from Windows Explorer into from Windows the graphics window of the assembly. t c LE Inserting Once there is at least one instance of a component in the assembly. window 92 . whether they are the first one or not. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Summary: There are several ways to insert components into an assembly. Method Description Insert. either E Explorer Drag and drop from at a free location or at the Origin. Drop the component at a free location or or D Existing Part/ drop it at the Origin of the assembly. Additional additional ones can be added without looking outside the assembly. the tables on the following e Components pages summarize the ways that each operation can be done. Some mates can be rib T Mating created as you insert the component. Drag top level icon of the part’s op AS an open document FeatureManager design tree into the graphics window of the assembly. - Copy and paste the Select a component’s icon in the Do E component from FeatureManager design tree and copy it to FeatureManager the clipboard. Click in the graphics area and PR design tree or paste it.

edge or vertex in the di RA assembly. Use the SmartMates Infers Concentric or Coincident mate no RE tool from within types only. PropertyManager. edge or vertex in the or D assembly. planes. temporary axes. edge. such as several PropertyManager. or a component from Windows Explorer or the Design Library. axes. gears or bushings to a single shaft. but can be changed to other the Move types before confirmation (except “pin in Component hole”). edges. hole”). sketch lines or points. or vertex of a component F from an open document onto the ut appropriate face. origins. st Mating Existing Mating components that have already been inserted into the assembly. onto the appropriate face. Mating rib T Simultaneously Method Description e Mate entity Drag a face. PR 93 . Any type of mate can be created. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Inserting and Inserting and mating a component at the same time. Using a Mate Drag the top level component of an open Reference document. vertices. but can be changed to other of the free types before confirmation (except “pin in y component. t c LE Mate using Alt-drag Infers Concentric or Coincident mate on the mating entity types only. - Use Multiple mate Mates multiple components to a common Do E mode in the Mate reference in one operation. Components E Method Description op AS Mate Add mates between any pair of the following objects: faces.

The Link dimensions option can only be used if the mates are of the Distance or Angle type. or D st E op AS 2 Select common face. Select the inner circular face of Main Body as shown. The assembly contains one fixed component and five di RA unmated components. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Multiple Mate The Multiple Mate Mode is useful when a series of mates will share a Mode common selection. It enables you to make a single “common” selection rib T that is used in multiple mates. 94 . Click Mate . ut Open Multiple_Mates from the Lesson03\Case Study\Multiple Mates folder. t c LE Click Multiple mate mode . e F 1 Open an assembly file. y no RE - Do E PR Note The Create multi-mate folder option groups the mates created into a single folder.

Click OK. op AS t c LE y no RE 5 Alignment. You can also use PR View Mates. select the mate to be reversed Do E and click the alignment controls Aligned or Anti-aligned to reverse them. Select additional components by clicking the circular faces shown. Click Flip Mate rib T Alignment on the pop-up toolbar if required while adding the mate. Select the circular face of Plunger as shown. e F ut di RA or D st Do not click OK on the Mate PropertyManager as yet. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 3 Multiple mate selection. 95 . - In the Mates dialog. E 4 Additional components. Mate alignment can also be reversed after creation.

the components y of a spiral staircase will be copied. Copy with Mates - Do E PR 96 . Circular and Feature Driven types and they do not generate mates. Patterns results. placing and rotating them as they are added. F ut di RA Using Copy The Copy with Mates tool allows you with Mates to copy multiple components to create new instances with mates. Lesson 3 SolidWorks 2012 Advanced Mate Techniques 6 Completed. modified to suit the or D new conditions. Patterns are limited to Linear. The new mates are based on the mates of the seed components. no RE Where to Find It I CommandManager: Assembly > Insert Components > Copy with Mates I Menu: Insert. In this example. e 7 Save and close the files. Component. Complete the mating by moving components rib T and adding mates. st E op AS t c LE Copy with Mates Copy with Mates can be used where patterns will not give the proper vs.

Concentric11 and Concentric2. or D st E op AS 2 Select components. SolidWorks 2012 Lesson 3 Advanced Mate Techniques 1 Open an assembly file. Click Copy with Mates and select spacer and step. rib T Open Copy With Mates from the Lesson03\Case Study\Using e Copy with Mates folder. The F assembly contains two components ut (spacer and step) that will be copied di RA to two other positions on center pole. Four mates appear in the Mates group box. y no RE - Do E PR 97 . Coincident1 t c LE and Concentric3.

F I Click the mate icon ( Coincident1 for example) to ignore the ut mate. st The Concentric11 mate is E between the outer face of the center pole and the inner face of op AS the spacer. plane. - Do E PR 98 . t c LE y The Concentric2 mate is between the outer face of the center pole no RE and the inner face of the step. if necessary. or D Mates That Will Not Both spacer and step remain mated to the center pole component. to get the proper direction. Change These mates will use Repeat.) and use Flip e Mate Alignment . edge etc. it can be ignored or it can be repeated. Lesson 3 SolidWorks 2012 Advanced Mate Techniques Mate Options There are several options available with each mate. Let’s investigate the mates further with View Mates before choosing the proper Mate Options. It will not be used in the placement of the copy. rib T I Select a replacement entity (face. di RA I Click the Repeat option to use the same selections as the original mate with the copy. it can be used with a replacement selection. Investigating the The mates listed in the dialog are those required to copy and mate the Mates selected components.

These mates will require a replacement selection. e F The Coincident1 mate is between ut the upper face of the center pole di RA flange and the bottom face of spacer. or D st E The Concentric3 mate is between a bolt hole of the center pole op AS flange and a bolt hole of spacer. SolidWorks 2012 Lesson 3 Advanced Mate Techniques Mates That Will The spacer component will be stacked on the previous step Change component. t c LE y no RE - Do E PR 99 . A hole in the spacer component will line up with a hole in rib T the previous step component.

Lesson 3 SolidWorks 2012 Advanced Mate Techniques 3 First replacement entity. Click Repeat for the Concentric11 and rib T Concentric2 mates. Click in the Coincident1 field and y select the upper planar face of the step as indicated. no RE - Do E PR 100 . e Click in the Concentric3 field and select the F circular face (hole) of the step as indicated. ut di RA or D st E op AS t c LE 4 Additional face.

SolidWorks 2012 Lesson 3 Advanced Mate Techniques 5 Repeat. Click OK twice to complete the mating and exit the PropertyManager. op AS t c LE 6 Additional copies. no RE 7 End command. rotating one bolt hole y counterclockwise with each additional copy. - Do E PR 101 . F ut di RA or D st Tip Select the next hole face counterclockwise from the hole E marked with the notch. Create a total of three copies. Click OK then add another rib T copy of the same components rotating the set e counterclockwise.

e F 9 Save and close the files. Expand the Mates folder. Lesson 3 SolidWorks 2012 Advanced Mate Techniques 8 Mates. Groups of rib T mates are created for each instance of each component. ut di RA or D st E op AS t c LE y no RE - Do E PR 102 .

SolidWorks 2012 Exercise 6 Mates and Animation Exercise 6: Create this assembly using the Mates and component parts provided. 1 First component. PR Note Use whatever method of mating is most efficient for the remaining components. di RA This lab uses the following skills: I Mate References on page 62 I Mate Capabilities on or D page 62 st Design Intent The components used in this assembly are shown exploded below: E CLAMP_PLUNGER CLAMP_ARM_L CLAMP_ARM_R op AS nut CLAMP_LINK t c LE y flange bolt no RE long flange bolt short Baseplate Procedure: Create a new assembly using the Assembly_IN template. drag a component ut to show the animation. Fix the component by dropping it onto the Origin. rib T Animation using the Mate References. All components have mate references as indicated. - Insert Baseplate from the Do E Lesson03\Exercises\MateRef folder. 103 . standard mates and mate e shortcuts. When it is F completed.

di RA The Mate Reference (cylindrical face) for the component is shown at the right. or D st E 3 CLAMP_ARM_L. Add CLAMP_ARM_L so that it is op AS mated to flange bolt short with concentric and coincident mates. Mate CLAMP_ARM_L to Baseplate with a coincident mate. - Do E PR 104 . It also has to be mated to the lever boss feature on Baseplate. Insert and mate flange bolt short to rib T Baseplate. Create a concentric mate. t c LE y no RE The Mate Reference (cylindrical face) for the component is shown at the right. Because of the mate reference. you e can drag and drop the bolt from F Windows Explorer into the hole ut using the mate shortcut. Exercise 6 SolidWorks 2012 Mates and Animation 2 Flange bolt short.

Add CLAMP_ARM_R into the rib T assembly and mate it to Baseplate. SolidWorks 2012 Exercise 6 Mates and Animation 4 CLAMP_ARM_R. PR 105 . y no RE The Mate Reference - (circular edge) for the Do E component is shown at the right. three t c LE instances of nut will be used in the assembly. Eventually. di RA or D The Mate Reference (cylindrical face) st for the component is shown at the right. Add and mate one nut to the assembly. It needs concentric and coincident mates. F ut The two clamp arms should move together. E op AS 5 Nut. and e CLAMP_ARM_L. flange bolt short.

Flange bolt long is similar to flange bolt short with a longer t c LE shaft. Add CLAMP_LINK to the rib T assembly. Exercise 6 SolidWorks 2012 Mates and Animation 6 CLAMP_LINK. e F Mate CLAMP_LINK to ut CLAMP_ARM_L with a concentric and a coincident mate. y no RE - The Mate Reference (cylindrical face) Do E for the component is shown at the right. This component will be used twice. Two of these are used in the assembly. or D The Mate Reference (cylindrical face) st for the component is shown at the right. E op AS 7 Flange bolt long. di RA Note The CLAMP_LINK is shown highlighted for visibility. PR 106 . Insert it and mate it as shown.

st Complete the assembly by adding CLAMP_PLUNGER E through the hole in Baseplate. This will be taken care of when they are bolted to CLAMP_PLUNGER in the next step. SolidWorks 2012 Exercise 6 Mates and Animation 8 Another CLAMP_LINK and nut. op AS Add a second instance of flange bolt long and another nut as shown. rib T Add a second instance of CLAMP_LINK and nut to the e assembly and mate them. Do not F worry about adding a mate between ut the two instances of di RA CLAMP_LINK so that they move together. t c LE y The Mate Reference (cylindrical face) for the component is shown no RE at the right. - Do E PR 107 . or D 9 Complete the assembly.

or D st E op AS t c LE y no RE - Do E PR 108 . F You should detect interference ut between CLAMP_LINK and di RA Baseplate. Click Move Component rib T and turn on Collision Detection. Move the linkage e through its range of motion. Exercise 6 SolidWorks 2012 Mates and Animation 10 Dynamic collision detection. 11 Save and close the files.

rib T With Mates This lab uses the following skills: e I Using Copy with Mates on page 96 F ut di RA or D st Procedure: Open Copy With Mates from the Lesson03\Exercises\Copy with Mates folder. op AS t c LE y no RE - Do E PR 109 . Copy and orient Gasket and Housing to the open ports E on Mixer as shown. SolidWorks 2012 Exercise 7 Using Copy With Mates Exercise 7: Add components to this assembly using Using Copy Copy with Mates.

In-context cuts have already been made in Mount. Add Smart Fasteners to - the Smart_Knob and Do E Strike components as shown. Exercise 8 SolidWorks 2012 Smart Components 1 Exercise 8: Create a new Smart Component and insert it into an assembly. This assembly contains the features and components that will create the Smart y Component. 110 . Smart rib T Components 1 e F ut di RA or D st E This lab reinforces the following skills: Create a Smart Component on page 74 op AS I I Inserting the Smart Component on page 76 Procedure Use the following procedure: 1 Open an assembly file. PR Note Change the fasteners on Smart_Knob to Pan Head Cross screws (Machine Screws) during creation. Open Source from the Lesson03\Exercises\ t c LE Smart_Component_lab folder. no RE 2 Fasteners.

and all the cuts in Mount as the included Features to complete the Smart Component. Open the assembly ut Place_Smart_Component and di RA insert Smart_Knob using the mate reference. E 6 Save and close the files. Strike rib T and Long Handle as included Components. Locate the component using distance mates from planes as shown. e F 4 Insert Smart Component. Add Smart_Knob using st selections on Mount. SolidWorks 2012 Exercise 8 Smart Components 1 3 Make Smart Component. all fasteners. op AS t c LE y no RE - Do E PR 111 . or D 5 Make smart. Select Smart_Knob as the Smart Component.

Open defining_assembly from the Lesson03\Exercises\SmartComp op AS folder. 4 Save and close the files. Open computer from the Lesson03\Exercises\SmartComp Do E folder. y 3 Configurator. - 5 Open an assembly file. PR 112 . and all cutouts in smetal_part as the included features. 6mm screws and hex nuts are adequate for all configurations. It may be helpful to hide mother board. Use the Configurator Table to ensure that the cutout configuration will no RE match the d_connector configuration. This assembly contains the features and components that will be part of the Smart Component. Select the hex_nuts and screws as included components. t c LE 2 Make the d_connector Smart. This assembly contains part of a computer chassis and some internal components. Exercise 9 SolidWorks 2012 Smart Components 2 Exercise 9: Create a new Smart Component and insert it into an assembly. Smart rib T Components 2 e F ut di RA This lab reinforces the following skills: or D I Create a Smart Component on page 74 I Inserting the Smart Component on page 76 st Procedure Use the following procedure: E 1 Open an assembly file.

e F ut di RA Move or mate the connector as necessary to position it on the face. op AS t c LE y no RE 9 Save and close the files. 8 Finished. Click OK. 7 Activate the Smart Feature. - Do E PR 113 . Right-click d_connector and click Insert Smart Features. and the cutouts are added to the chassis. or D Select the hidden (outside) face of the computer st chassis as the placement reference. Take advantage of the existing Mate Reference to rib T mate the connector to the sheet metal face as indicated. E The connector is inserted with the accompanying fasteners. SolidWorks 2012 Exercise 9 Smart Components 2 6 Add d_connector to the assembly.

you will need to manually override the ratio. Otherwise. The components are already constrained to allow rotation only. Exercise 10 SolidWorks 2012 Gear Mates Exercise 10: Create the desired motion in the gears using Gear Mates Gear Mates. To maintain the correct appearance of meshing gears. The pitch circles from meshing gears are tangent to each other. Procedure E Use the following procedure: op AS 1 Open an assembly file. y no RE - Do E Tip The Gear Mate operation does not account for meshing of gear teeth. 2 Mate the planetary Spur Gears to the central Spur Gear. t c LE The central drive gear should be Gear Mated to each of the three smaller gears (the correct Ratio is 2 : 1). This lab reinforces the rib T following skills: e I Advanced and Mechanical Mate F Types on page 85 ut di RA Tip In the gear part files. be sure the teeth do not interfere before adding the PR mates. and does not detect interference. the sketch that defines the teeth has been shown. 114 . if you use the bore or another st circle or cylindrical face. You will need to locate the Pitch Circle of each gear to attain the or D correct ratio automatically. Open gears from the Lesson03\Exercises\Gears folder.

and may even cause the assembly to go over defined. e (The correct Ratio is 4 : 1. SolidWorks 2012 Exercise 10 Gear Mates 3 Gear Mate. Important! If all the planetary gears are mated to the central drive gear. or D 4 Finished. Doing so is redundant. st Now when the drive gear is rotated. op AS t c LE y no RE - Do E PR 115 . the internal gear turns at half the speed and in the opposite direction. the rotation is di RA reversed. E 5 Save and close the files. it is not necessary to mate more than one of the planetary gears to the large Internal Spur Gear. since one gear is ut nested inside the other.) F Be aware of direction. Mate Internal Spur Gear to one of the rib T small planetary gears.

116 Gear Mates Exercise 10 PR Do E - no RE t c LE op AS y E or D di RA st F SolidWorks 2012 rib T ut e .

rib T e F ut di RA Lesson 4 or D Using Configurations with st Assemblies E op AS t c LE Upon successful completion of this lesson. I Use configure component to automate the creation of no RE configurations. you will be able to: I Pattern components. - Do E PR 117 . y I Create a configuration of an assembly. I Create a custom PropertyManager for a part.

e Assemblies F ut di RA or D st Stages in the E The major stages in the process are listed below: op AS Process I Component Patterns Create instances of components based on linear. - Do E PR 118 . We utilize existing part and sub-assembly configurations. Lesson 4 SolidWorks 2012 Using Configurations with Assemblies Using Configurations at the assembly Configurations level create variations of the rib T with assembly within the same assembly document. I Configuration Publisher y Create a PropertyManager for a part to facilitate easier configuration selection when inserting the part into an assembly. or part-level features/holes. we create multiple configurations to represent several options in the design of the support leg of a gas grill. circular. I Manual Configurations t c LE Review existing configurations and modify the properties. no RE Procedure Starting with an existing assembly.

This instance uses the Wood configuration. - Do E PR 119 . or D st E op AS t c LE 1 Open an assembly file. SolidWorks 2012 Lesson 4 Using Configurations with Assemblies Components and The Plank component used in this lesson has two Sub-assemblies configurations. e F ut The Side_Table_Shelf_&_Burners di RA sub-assembly has left and right hand configurations representing the position of the burners. y Open Support_Frame from the Lesson04\Case Study folder. The Left configuration is shown. no RE There is one instance of the Plank component. Each configuration assigns a rib T different material to the part.

rib T Linear and Circular component patterns are defined using e geometry in the assembly. Component Pattern. similar to their counterparts in part models. F Feature Driven component patterns are defined using existing ut pattern and hole features selected from component parts in the di RA assembly. Component Pattern Based on Part-level Feature or Hole Linear None or D Circular None st Feature Driven Sketch Driven Table Driven E Curve Driven op AS Fill Hole Series Hole Wizard t c LE Where to Find It I CommandManager: Assembly > Linear Component Pattern > Feature Driven Component Pattern I Menu: Insert. - Do E PR 120 . Lesson 4 SolidWorks 2012 Using Configurations with Assemblies Component Component Patterns create instances of components based on an Patterns assembly-level pattern or existing part-level patterns. Feature Driven y Note Instances of the patterned components are added into pattern folders no RE such as DerivedLPattern1.

The components generated by the pattern are stored beneath the DerivedPattern1 feature. it starts from its mated location. Click in the Driving Feature e field. SolidWorks 2012 Lesson 4 Using Configurations with Assemblies 2 Component Pattern. see Using Copy with Mates on page 96. To create a “pattern” of fully defined component instances. rib T Click Feature Driven Component Pattern and select Plank. they are tied to the pattern positions. They are t c LE created without mates. By default. 3 Components. or D st E op AS Note Select Seed Position allows you to choose a different position for the seed component. The components are no RE added into the FeatureManager design tree without any mates. - Do E PR 121 . y Note The components can be broken from the pattern by right-clicking the pattern feature and clicking Dissolve Pattern. and select the pattern feature LPattern1 F from Support_Leg <1> in the flyout ut FeatureManager design tree or from a face of the di RA geometry.

just creating the configuration name is enough. di RA I Alternate Position Views . the new mates or assembly features will be suppressed in this configuration. This information is stored in the display state. y I Suppress new components means that if components are added to the assembly while another configuration is active. Configuration Some of the assembly Configuration Properties options are the same Properties as those for a part. Configurations can also be created by op AS copying and pasting them in the ConfigurationManager. They are overlaid in the drawing view. See the Configurations Essentials manual for more information. where no e suppression or numeric changes are required. the settings of the active configuration are copied. Move component can be set to store positions in configurations. the components will be suppressed in this configuration. but the Advanced Options differ. or D Where to Find It I ConfigurationManager: Right-click the top-level icon and click Add Configuration st I Shortcut Menu: Right-click the component and click Add Configuration E When you add a new configuration in this way. I Component Positioning . no RE I Hide new components means that if components are added to the assembly while another configuration is active.Each exploded view needs its own configuration. I Suppress new features and mates means that if mates or assembly features are added to the assembly while another t c LE configuration is active. the components will be hidden in this configuration. In these cases. - Do E PR 122 . F ut I Exploded Views .To create views that show the range of motion or multiple positions of a component. rib T Manually There are several reasons to create configurations manually.Each alternate position view needs its own configuration. Lesson 4 SolidWorks 2012 Using Configurations with Assemblies Creating The most direct way to create a configuration is manually.

new y configurations use these settings. - Configure component Do E Entity options Top-level Part Component Current state: Suppress with PR checkbox and Configuration drop down list Top-level Sub-assembly Current state: Suppress with Component checkbox and Configuration drop down list 123 . Click OK. The tabular Component interface allows you to create new configurations and set options for the selection. Rename the Default configuration to Planks_Wood. no RE Using Use Configure Component on a component. Right-click the Default configuration and click Properties. or D st E op AS t c LE Tip By making these settings in this existing configuration. rib T Click the ConfigurationManager. assembly feature or mate Configure to automate the process of creating configurations. di RA 5 Rename configuration. e F In the Advanced Options group. click Suppress ut new features and mates and Suppress new components. SolidWorks 2012 Lesson 4 Using Configurations with Assemblies 4 Configuration properties.

y 7 Resulting configurations. Type Planks_Plastic over the <Creates a new configuration> t c LE text. Select the Plastic configuration for the part in the new assembly configuration. - Do E PR 124 . no RE The new configurations each use a different configuration of Plank. E Where to Find It I Shortcut Menu: Right-click an item and click Configure Component or Configure Feature op AS 6 Configure component. Lesson 4 SolidWorks 2012 Using Configurations with Assemblies Configure component Entity options rib T e Assembly feature in the Current state: Suppress with F FeatureManager design tree checkbox ut Assembly feature dimension Current value with number di RA in the graphics area box Mate in the FeatureManager Current state: Suppress with design tree checkbox Mate dimension in the Current value with number graphics area box or D st Note Select multiple entities to configure more than one entity at a time. Click OK. Right-click Plank<1> and click Configure component.

Make the Single_Tray configuration active. E op AS t c LE y Mate Reference no RE - Do E PR 125 . Right-click Plank<1> and click rib T Configure component. For more information. Type Single_Tray over the <Creates a e new configuration> text. Click F Suppress for the newest ut configuration. The component contains a mate reference. Right-click the DerivedPattern1 feature and click Suppress . di RA 9 Manual suppress. 10 Mate component. Click OK. see Adding Mate References on st page 68. Insert side_table_shelf and mate it to the assembly as shown using or D coincident and concentric mates. SolidWorks 2012 Lesson 4 Using Configurations with Assemblies 8 Add new configuration.

Click OK. Lesson 4 SolidWorks 2012 Using Configurations with Assemblies 11 Mates by configuration. e F ut di RA or D st E op AS t c LE y 12 Add new configuration. Click Suppress for the newest configuration. side_table_shelf and its mates are automatically suppessed in all configurations except the currently active one (Single_Tray). Right-click side_table_shelf and no RE click Configure component. Type LH_Burners over the <Creates a new configuration> text. - Do E PR 126 . Due to the settings used in the Configuration Properties (step 4 on rib T page 123).

Click OK. E Right-click the side_table_shelf_&_burners sub-assembly in the FeatureManager op AS design tree and click Configure component. - Do E PR 127 . SolidWorks 2012 Lesson 4 Using Configurations with Assemblies 13 Insert sub-assembly. This sub-assembly has several sub- ut assemblies nested within it. Activate the LH_Burners configuration. di RA or D st 14 Add new configuration. no RE 15 Activate configuration. Save but do not close the assembly. t c LE Note You right-click the sub-assembly in the FeatureManager design tree to ensure that you are configuring the sub-assembly and not one of its y components. Select the Right configuration of the sub-assembly for the newest configuration of the main assembly. Activate the RH_Burners configuration to see the new arrangement of the burners. rib T Insert side_table_shelf_&_burners with the Left configuration. 16 Save the files. Type RH_Burners over the <Creates a new configuration> text. Mate it similar to e side_table_shelf from step 10 on page F 125.

If configurations do not exist in e the component. Where to Find It I Shortcut Menu: Right-click the top level component in the FeatureManager design tree and click Configuration Publisher or D Tip This lesson exhibits a fairly simple use of this functionality. op AS 17 Open a part file. y with hubcap without hubcap 18 Set parameters. width. no RE Right-click the top level component in the FeatureManager design tree and click Configuration Publisher. Open Wheel. PR 19 Names. Type the labels shown into the Name box for each control. For example. ut When using Configuration Publisher with existing configurations. they can be created using specified criteria as you insert F the component into an assembly. If rib T configurations exist in the component. There are three diameters and two different t c LE representations of a hubcap. Other features and dimensions are not available. it could greatly simplify inserting an air filter with many E length. Lesson 4 SolidWorks 2012 Using Configurations with Assemblies Configuration The Configuration Publisher tool creates a custom dialog with Publisher parameters for components that are inserted into assemblies. then the parameters are taken from the configuration data in the part. There are six configurations in this part. and material combinations into an assembly. di RA only configured features and dimensions are used. 128 . It is most st useful for a component with many configured features and dimensions. Do E Only two controls are available because these are the only configured features or dimensions. Drag the controls from the left - onto the Edit tab in the order shown.

A preview of the PropertyManager appears on rib T the SW Preview tab. the preview of the component op AS changes in the graphics area. Under Parameters. 22 Save and close the files. t c LE 24 Configure component. e F ut di RA 21 Location. SolidWorks 2012 Lesson 4 Using Configurations with Assemblies 20 Preview. Choose the same size for this instance. - Do E PR 129 . As you change selections in the PropertyManager. or D st Using the The PropertyManager appears each time the component is inserted into E PropertyManager an assembly. click Apply. select 200 for Diameter and no RE select the Hubcap check box. The Configure Component y PropertyManager appears. then click Close. Hold down Ctrl and drag the wheel into the graphics area to create another instance. Click Insert Components and add the Wheel component to the assembly. Return to the Edit tab. You can use the controls to insert the component by its parameters or by a specific configuration name. 25 Copy component. The PropertyManager feature is stored in the ConfigurationManager. Click OK. You can right-click the icon and click Edit Feature to edit it. 23 Insert component.

Activate each configuration in turn. Clear the Suppress check boxes for all op AS configurations of both wheels. y Information from Information can be extracted from an assembly to determine some of no RE an Assembly its parameters such as size. The report lists information about the: - I Number of components Do E I Type of components I Components status PR I Structure of the assembly I Rebuild time for the total assembly Where to Find It I CommandManager: Evaluate > AssemblyXpert I Menu: Tools. Hold down Ctrl and st select both Wheel components. t c LE 29 Save the files. Make sure the wheels appear in all configurations and that the proper plank or side table configurations appear. 28 Test configurations. di RA Repeat for the other Wheel. AssemblyXpert 130 . Hold down Alt and drag the circular rib T edge of Wheel to the circular edge of Support_Leg to add concentric e and coincident mates. Save but do not close the assembly. depth and references. It can also diagnose errors. Click OK. Introducing: For statistics on the quantities of certain types of part components and AssemblyXpert sub-assemblies. Watch for the F ut pointer to indicate the proper mate relationships. AssemblyXpert can be used. 27 Configure or D components. Lesson 4 SolidWorks 2012 Using Configurations with Assemblies 26 Mate. E Right-click and click Configure component to configure both wheels at the same time.

Maximum Depth? number of levels of sub- assemblies within the t c LE assembly starting with the top level assembly. or D st E op AS What is the The Maximum Depth is the 1. Activate the rib T RH_Burners configuration. Click e AssemblyXpert to F see information about ut this configuration of di RA Support_Frame. y no RE 2. 131 . SolidWorks 2012 Lesson 4 Using Configurations with Assemblies 30 AssemblyXpert. PR 4. - Do E 3. 31 Save and close the files. Click OK.

Unsuppress. and often the best way is F Configuration and strictly a matter of convenience. [select option] y [This Configuration. or Specified no RE Configurations] - Do E PR 132 . Unsuppress with Dependents. [select option] t c LE Edit. [select option] No equivalent. All Configurations. op AS Edit. Lesson 4 SolidWorks 2012 Using Configurations with Assemblies Summary of When configuring components. Unsuppress with Dependents No equivalent. State ut di RA Note Options with tooltips that include Unsuppress will work to Resolve a component at the assembly level as well as unsuppress at the part level. There are e Component several ways to accomplish these tasks. Suppress. Here is a summary of the different methods available: Suppression State Component Configuration or D Configure Component (Using Configure Component on page 123) st Component Properties E Suppress . Unsuppress . Edit. the two things you typically set are the rib T Methods to Control Suppression State and the Component Configuration.

st Open PatternAssy from the Lesson04\Exercises\ E ComponentPattern folder. Create Feature Driven Component Patterns for the y two components. This lab reinforces the F following skills: ut I Component Patterns on di RA page 120 Procedure Use the following procedure: or D 1 Open an assembly file. SolidWorks 2012 Exercise 11 Component Patterning Exercise 11: Complete this assembly using Component the information and rib T Patterning dimensions provided. 3 Save and close the files. Add new feature and component e patterns. oriented op AS as shown. This assembly contains Keypad. t c LE 2 Component patterns. no RE - Do E PR 133 .

This configuration contains op AS all the components that can be used. The four names INST-1. The top row lists the components in the assembly. in the left column are configuration y names. no RE *SUB DRAW SMALL CHAIN U BALL L-BRACKET FACE BAR STRAP HANGER BOLT PLATE INST-1 R R R S S R R - INST-2 R R R R S R S Do E INST-3 R R S S R R S PR INST-4 R R S R S R S Note S = Suppressed. and so forth. * = Sub-assembly Tip Remember that you can select multiple components before using Configure component to modify several parameters at one time. st Open ASSY CONFIGS from the Lesson04\Exercises\ASSY CONFIGS folder. create assembly rib T Configurations configurations. 2 Configuration Settings. Suppress or unsuppress components according to the table. Exercise 12 SolidWorks 2012 Using Modify Configurations Exercise 12: Using the assembly Using Modify provided. t c LE Create configurations according to the table below. INST-2. This lab reinforces the following e skills: F ut I Using Configure Component on page 123 di RA I Creating Configurations Manually on page 122 Procedure Use the following procedure: or D 1 Open an assembly file. R = Resolved. 134 . The assembly E represents components of a trailer hitch.

Also. Add a Concentric mate - between the spherical Do E faces of rust cover and ball. add a Parallel mate to prevent PR to rust cover from rotating. It is added to all configurations of the y assembly. SolidWorks 2012 Exercise 12 Using Modify Configurations 3 Configurations. rib T e F ut di RA INST-1 INST-2 or D st E op AS INST-3 INST-4 4 New component. no RE 5 Spherical mating. t c LE Add rust cover to the assembly. 135 . The configurations should look like those shown below.

create exploded rib T views for each of the new configurations. e F ut di RA or D st 7 Save and close the files. E op AS t c LE y no RE - Do E PR 136 . Optionally. Exercise 12 SolidWorks 2012 Using Modify Configurations 6 Exploded views.

y Open Hand Truck from the Lesson04\Exercises\Hand Truck folder. 4". Add configurations named Setting. - Setting. Double-click the Handle_Overlap mate.04. SolidWorks 2012 Exercise 13 Assembly Configurations Exercise 13: Create configurations of a Assembly assembly. PR 137 . 6". rib T Configurations This lab reinforces the following e skills: F I Using Configure ut Component on page 123 di RA I Creating Configurations Manually on page 122 or D st E op AS Procedure Use the following procedure: Open assembly The Hand Truck assembly is a hand truck that contains two instances t c LE of a sub-assembly and individual component parts. no RE 2 Configure mate. Setting. 3 Add configurations.10 with dimensions of 2".02. 8" and 10" respectively. Do E Setting. 1 Open an assembly file. Setting. Right-click the 2" dimension in the graphics area and click Configure dimension.06.08.

or D st 6 Configure components. Activate each configuration to see the handle rib T move as the dimension changes. e F 5 Manual configuration. Type Standard for the name of the new configuration.Pneumatic op AS components in the Standard configuration.10 is shown.06 configuration. Right- ut click in the ConfigurationManager and click di RA Add Configuration. E Use Configure component to suppress both Tire. Exercise 13 SolidWorks 2012 Assembly Configurations 4 Check configurations. Activate the Setting. 7 Check configuration. t c LE y no RE - Do E PR 138 . The configuration Setting. The Standard configuration appears as shown.

ut di RA or D 9 Suppress. st Suppress the components Mounting_Plate<1>. op AS t c LE y Sub-assembly Configurations of sub-assemblies can be used in the top level assembly no RE Configurations by setting them in the Properties of the sub-assembly.Assembly<1> E and <2> and Hex Nut_AI<1> and <2> for the active configuration Standard.Plastic to the assembly. 10 Sub-assembly configuration. Mate them e to Axle and F Axle.Support<1> and <2> for the Standard - configuration. SolidWorks 2012 Exercise 13 Assembly Configurations 8 Add components.Cap. Add two instances of rib T Tire. Caster. Use Configure component to select the Simple configuration for the sub-assemblies Leg. Do E PR 139 .

or D st E 13 Review configurations. t c LE y no RE - Do E PR 140 . Coincident9 and Handle_Overlap for the Flatbed configuration. Add new mates to connect Handle as shown. di RA Suppress the mates Concentric1. rib T 11 New configuration. ut 12 Suppress mates. Activate each of the configurations to make sure they all display the op AS assembly properly. Review the FeatureManager design tree to ensure there are no mate errors. Exercise 13 SolidWorks 2012 Assembly Configurations Configuring Mates Suppress mates by configuration to mate an existing component in a different way. e Make the Setting. 14 Save and close the files.06 configuration active and add a new configuration F named Flatbed.

SolidWorks 2012 Exercise 14
Using Configuration Publisher

Exercise 14: Add to this assembly using Configuration
Using Publisher and a Mate Reference.

rib T
Configuration This lab reinforces the following skills:

e
Publisher I Adding Mate References on page 68

F
ut
I Configuration Publisher on page 128

di RA
Component Open the part Configuration_Publisher from the
Lesson04\Exercises\ Configuration_Publisher folder.
Use this part to create a AcrossFlats@Sketch2

or D
PropertyManager feature. $State@12 Point
Use the dialogs at right as a

st
guide.

E
op AS
CylinderDepth@Cylinder
t c LE

Add a Mate Reference to the
bottom edge of the part.
y
no RE

Assembly Open Create_Configurations from the Lesson04\Exercises\
Configuration_Publisher folder.
Add instances of the part to assembly 0.53125
using the mate reference and
-

0.65625
PropertyManager in the arrangement 0.78125
Do E

shown.
Save and close the files.
PR

Std. 12

Std. 6

Deep 12

Deep 6

141

Exercise 14 SolidWorks 2012
Using Configuration Publisher

rib T
e
F
ut
di RA
or D
st
E
op AS
t c LE
y
no RE
-
Do E
PR

142

rib T
e
F
ut
di RA
Lesson 5

or D
Display States and

st
Appearances

E
op AS
t c LE

Upon successful completion of this lesson, you will be able to:
I Understand methods to select components.
y
I Create new display states.
I Change appearances of parts and components.
no RE

I Change the scene.
I Edit the material.
-
Do E
PR

143

Lesson 5 SolidWorks 2012
Display States and Appearances

Display States Display States are the visual settings
counterparts to configurations. Display

rib T
States set the visibility, color, texture,
display mode and transparency of

e
components at the assembly level. A

F
display state is often associated with a

ut
specific configuration.

di RA
You can create assembly display states
by changing the visual properties in the
assembly or by specifying the display
state of each component. Each instance of a component can use a
different display state.

or D
They are also instrumental in working with large assemblies (see Large

st
Assemblies on page 234).
Stored Display The display states are stored separately
States

E from the configurations under the
ConfigurationManager tab, but there is a
relationship between them. See Linked
op AS
Display States on page 154 for more
information. Every configuration has at
least one display state.
t c LE

Display States vs. Both assembly configurations and display states contribute to the
y

Configurations assembly in different ways. Display states capture changes in the
appearance of components. Configurations create alternate versions of
no RE

assemblies by suppression, positioning and differences in mate values.
The typical uses of configurations and display states are shown below:

Configurations Display States
-

I Suppress/Resolve I Hide/Show components
Do E

components I Appearances (textures and
I Part configurations colors)
PR

I Part material properties I Display mode (HLR, Shaded)
I Component positioning I Transparency

144

SolidWorks 2012 Lesson 5
Display States and Appearances

Display Pane The settings can be controlled
and visualized through the

rib T
Display Pane of the
FeatureManager design tree.

e
Clicking on the icon in the row

F
with the component name brings

ut
up a menu to change it. It can

di RA
change a component at any level
of the assembly.

or D
The column options include:

st
Option Icon Description

E Hide and Show A toggle that can be set to Hide or
Show a component.
op AS
Display Mode The display mode sets the display of
the individual component to
Wireframe , Hidden Lines Visible
, Hidden Lines Removed ,
Shaded With Edges , Shaded
t c LE

or Default Display (of the
assembly).
y
Appearances Sets the color and appearance using
Appearances.
no RE

Transparency Turns component transparency on or
off.

Tip Setting these visibility options can be done through the Display Pane or
by right-clicking a component. Regardless of how the setting is created,
-

it is shown in the Display Pane.
Do E

Display Pane The icons used in the display pane are used as both Component
Icons a visual display of the current state and as a method Color
PR

of changing the setting. Most are recognizable
icons, but Colors, Textures and RV Colors are not.
Part
These options use one or two triangles to represent,
Color
for example, the Part Color (lower) and the
Component Color (upper) or override.

Tip If there is only a single (lower) triangle, the part color is used as the
assembly color.

145

Open Light in the Lesson05\Case Study\Display States folder. Suppress or any other component tool. use Hide. Lesson 5 SolidWorks 2012 Display States and Appearances Selecting Display One way to select options for a component in the Display Pane is to Pane Options click the icon you want to change in the row of the component you rib T want to change. The results of these selections can be used for many purposes. The op AS assembly has one configuration with a linked default display state. This ut method shows all the options available for that component in one menu. The display state uses the default settings. After the selection is made. Many of the tools use bulk selection no RE techniques that are especially valuable in large assemblies. e Another way is to right-click on the F component row in the Display Pane. but those that are stored by the Display State include: - I Hide/Show Do E I Display Mode I Appearance or RV Appearance PR I Transparency 146 . t c LE Bulk Selection y There are many Selection Tools available to make component Tools selection in the assembly easier. Show. di RA or D st E 1 Open an assembly file.

SolidWorks 2012 Lesson 5 Display States and Appearances Method/Where to Find It Description rib T Direct Selection Left mouse click selection optionally using CTRL+click e Click Select menu or and SHIFT+click. Tools. F Tools. or D st E Drag select right to left to op AS select everything through the depth that is within. but not crossing. - Volume Select Drag select a rectangle and use drag handles to shape it into Do E Click Select menu or a selection volume. Component Selection. Tools. ut di RA Drag Select Drag select left to right to Click Select menu or select everything through the Tools. no RE Click Select menu or Tools. Component Selection. and crossing. Component Selection. t c LE y Select Hidden Selects all hidden components. They are highlighted in Click Select menu or the FeatureManager design tree. Component Selection. They are highlighted in the FeatureManager design tree. PR 147 . the window boundary. depth that is within. the window boundary. Select Suppressed Selects all suppressed components. Component Selection.

Do E saved with the button. Tools. Click Select menu or For more information. by a mate. Component Selection. Component Selection. highlighted in the or D FeatureManager design tree. t c LE Invert Selection Reverses the selection list from those selected to those that Right-click Invert Selection. y no RE Isolate Select the component(s) you wish to show. Component Selection. ut di RA Select Internal Components Selects all components inside of Click Select menu or other components. They are Tools. properties or envelopes. Advanced Select Selects components using names. see Advanced Select on page 156. op AS Tools. PR Isolate can be used with other selection options such as Select Hidden. Lesson 5 SolidWorks 2012 Display States and Appearances Method/Where to Find It Description rib T Select Mated To Selects all the components that e Click Select menu or are connected to that component F Tools. Select Suppressed and Select Mated To. and the - Right-click component(s) and remaining components are hidden in a new display state select Isolate. Component Selection. were not. 148 . st Click Select E Select Toolbox menu or Selects all components created though the SolidWorks Toolbox add-in.

By default. or D Components Select components to show and click Exit Show-Hidden. st E op AS Filter with FeatureManager Components can be filtered by name in the Top of FeatureManager design FeatureManager design tree. - Do E PR 149 . I Click Filter Hidden/Suppressed Components to no RE show hidden and suppressed components. the filtered t c LE tree. I Click Filter Graphics View (arrow menu) to filter the y FeatureManager design tree and the graphics view. SolidWorks 2012 Lesson 5 Display States and Appearances Method/Where to Find It Description rib T Select Sub Assembly Allows you to graphically select a sub-assembly from a Right-click the graphics of any e component of the sub-assembly. components only appear in the graphics window. ut di RA Assembly > Show Hidden Temporarily shows all hidden components for selection. component of a sub-assembly F and Select Sub Assembly.

Do E Click Select and Select Internal Components. Rename Display State-2 to External_Only. Four PR components are selected: I Battery AA<1> and <2> I Miniature Bulb<1> I Reflector<1> Click Hide/Show Components . This procedure will primarily use hide and show. The new or D display state is a copy of the current one. To create a new display state based on the non-active one. Right-click in the ConfigurationManager and click Add Display State. it copies the active one. although color. but can be renamed descriptively. to assign tags to F Dialog components. 150 . similar to t c LE State configurations. st Where to Find It I ConfigurationManager: Right-click and click Add Display State I Display Pane: Right-click and click Add Display State States E Renaming Display Display States are created with default names. we will create several display states. States A default numbered name like Display State-4 is created. Lesson 5 SolidWorks 2012 Display States and Appearances Method/Where to Find It Description rib T Tags Filter the FeatureManager design Use Show/Hide the Tags e tree for Tag names. The name must be unique within the assembly. no RE transparency and component display could be used in the same way. 2 New display state. ut di RA Show/Hide the Tags Dialog is in the lower right corner of the SolidWorks window. y Procedure Using the assembly. Use Ctrl+V or Edit. op AS Where to Find It I ConfigurationManager: Right-click a display state and click Properties I Display Pane: Right-click and click Rename Display State Copying a Display When a new display state is added. Paste to paste it. select the display state and right-click Copy. Adding Display Display States can be added at any time in the ConfigurationManager. - 3 Select hidden.

Add new display states Body and Head. Right-click a component of Head_Sub in the graphics area and or D click Select Sub-Assembly. Select the Body display state from the Display States toolbar or double-click it to activate it. rib T Display State The Display States toolbar is a pulldown e Toolbar menu that shows the active display state and F allows for another to be selected through a pulldown menu. Click in the ConfigurationManager and click Edit. Hide the selected components. - Do E PR 8 Copy and paste. Activate the display state Head. SolidWorks 2012 Lesson 5 Display States and Appearances 4 New display state. E op AS t c LE 7 Invert selection. Copy. Drag-select right st to left and hide these additional components. Activate Display State-1. Paste. Rename the new display state Body_HLR and activate it. 151 . Click the Body display state and click Edit. ut di RA 5 Switch display states. no RE Right-click the sub-assembly and click Invert Selection. 6 Sub-assembly selection. Hide these components. y Click Head_Sub in the FeatureManager design tree.

Display State-1 and External_Only appear the same but the internal parts are hidden in External_Only. Set Holder. y Save but do not close the assembly. op AS Activate each of the display states to test them. e F ut di RA or D st E 10 Test display states. Lesson 5 SolidWorks 2012 Display States and Appearances 9 Set to HLR. activate or rename display states. Activating display states from the Display Pane allows you to t c LE see the changes to the components in the Display Pane. Tip Right-click in the Display Pane to add. Clip and Switch to Hidden rib T Lines Removed. no RE - Do E PR 152 . 11 Save the file.

SolidWorks 2012 Lesson 5 Display States and Appearances Configurations Configurations and display states work together to support variations in and Display States an assembly. Create a new configuration named Rotate. This section explores some of the combinations that can rib T be used. Activate Display State-1. The filter t c LE shows only features with those characters. The configuration op AS automatically generates a display state that is a copy of the one that was active at creation (Display State-1). - Do E PR 153 . Return to the FeatureManager design tree and type clip in the filter. Suppress the Clip_Gap mate and clear y the filter by clicking the “x”. or D st 12 Review assembly. E 13 New configuration. When this is clicked. any hidden components are not loaded as the assembly is opened. 14 Suppress. e Opening by Assemblies can be opened directly to a saved F Configuration/ configuration and display state using Display States Display State ut (linked) on the Open dialog. speeding up the process. no RE Move Clip by dragging as shown. di RA Tip One way that Display States speed up the opening of assemblies is to make use of the Do not load hidden components check box on the Open dialog.

They ut appear only when that configuration is selected. by States default they are connected by using Link Display States to rib T Configurations. This makes all display states available with any configuration. t c LE y no RE Body_HLR Body 16 Save and close the files. Lesson 5 SolidWorks 2012 Display States and Appearances Linked Display Although display states and configuration listings are separate. di RA I Clear Link Display States to Configurations New display states are added and are available to all configurations. By default there is a display state linked to each or D configuration. Change to Body_HLR and Body. Clicking it returns to the default condition. e I Click Link Display States to Configurations F New display states are added to the active configuration. - Do E PR 154 . Note Clearing Link Display States to Configurations at any time makes all display states available for all configurations. st Where to Find It I ConfigurationManager: Link Display States to Configurations E 15 Unlinked display states. Make sure the Rotate configuration is active and clear Link Display op AS States to Configurations.

- Do E PR 155 . ut di RA or D st E op AS t c LE y no RE Right-click in the Display Pane on the sub- assembly line to access component and override options. Overrides allow you to reverse the changes that are made to sub- assembly assembly components from the top level assembly. Components rib T Overrides that may have been applied to a sub-assembly (full color) e return to the default settings (faded color) of the sub-assembly when F Clear Override or Clear All Top Level Overrides are used. SolidWorks 2012 Lesson 5 Display States and Appearances Overrides for Sub.

Detail -. is (exactly). <=. >=. is not. is not. <=. >. - suppressed. is crossing. Number. has errors. lightweight.SW None =. =. has mates . contains. needs rebuild. conditions and values. Text PartNo. has mates - PR under defined.over defined.SW contains Special t c LE Document Name -. see Introducing: st Envelopes starting on page 158. not =. is no no RE Contents from the Properties. Text SW Special contains y Custom Property Description. >. or D For more information. >= Numeric ut Special di RA Part Volume -. None is inside. >= Numeric Special Envelope Select -. not =. >.txt file. is no None op AS Special Configuration None is (exactly). fixed 156 . <. is Select envelope part SW Special outside name from pulldown. not = Resolved. Component Status None =.fully defined.SW E Part is Interior None is yes. Text Name -. has mates . is yes. <. Lesson 5 SolidWorks 2012 Display States and Appearances Advanced The Advanced Select option allows you to select components based Select on combinations of one or two categories. <. is not. not =.SW None =. has failed mates. rib T e Category 1 Category 2 Conditions Value F Part Mass -. <=. has Do E warnings. None is (exactly). Revison etc.

weldment. default display. y mold part no RE Combining In addition. needs save. None e Relations references. HLV. I Using Or between searches means that either statement can be true - for the selection to work. has driving in-context relations. shaded with st edges. HLR. not = Wireframe. multiple searches can used by combining the lines with the Searches selection of And/Or. hide. is no None op AS out of date User with write = access File Type None =. has mate to part or D Display None =. t c LE sheetmetal part. PR 157 . show. is yes. weld bead. not = ToolBox Part. Do E Saving Searches Searches can be saved and used again on different assemblies. I Using And between searches means that both statements must be true for the selection to work. imported geometry. has is no F locked external references ut di RA Driven by = in-context relations to. shaded. transparent File Status E Read only. SolidWorks 2012 Lesson 5 Display States and Appearances Category 1 Category 2 Conditions Value rib T In-context Has broken external is yes. write access. fastener.

e F Introducing: The envelope part appears in the color ut Envelopes blue and is transparent. The icon for the envelope appears in both the FeatureManager design tree and the ConfigurationManager. Lesson 5 SolidWorks 2012 Display States and Appearances Envelopes Zones can be defined in an assembly using special parts called Envelopes. Insert Envelope is used to or D create or insert a component part for use as st an envelope component. 158 . It selects components based on their spatial location in reference to the envelope. crossing or outside the envelope volume. Envelope selection is based on interference between the functional assembly components and the envelope component. See Advanced Select on page 156 for more - information. If you use an existing part file as an envelope. Components in the assembly can be compared with the rib T envelopes to see if they are inside. Do E I Select Using Envelope is accessed by right-clicking the Envelope icon in the PR ConfigurationManager. E op AS t c LE y no RE I Advanced Select can use an envelope and is accessed through the Select menu. the model di RA should be a solid volume.

click Appearances . op AS Mechanical Method Color/Image Mapping Properties Appearances Yes Yes No t c LE (menu) Appearances Yes Yes No y (Drag and drop) Edit Material Yes No Yes no RE Appearances The Appearance menu allows you to apply a color or textural Menu display to a component. - Where to Find It I Shortcut Menu: Right-click a face. Envelope. Appearances offer many visual options but only Materials can add mechanical properties. Where to Find It I Menu: Insert. part. New or From File or D Appearances. SolidWorks 2012 Lesson 5 Display States and Appearances I Show/Hide Using Envelope is accessed by rib T right-clicking the Envelope icon in the e ConfigurationManager. and click the item to edit I Task Pane: Appearances/Scenes tab. body or part. feature. The change of appearance can also be configured. or Do E component. body. face. There are several methods that change appearances. F It hides or shows ut components based on di RA their spatial location in reference to the envelope. Scenes E Scenes change the background. image (texture) and Materials and optionally mechanical properties of a component. st Appearances and Materials set the color. feature. drag an appearance onto a component or a scene into the graphics area PR 159 .

Lesson 5 SolidWorks 2012
Display States and Appearances

Application of When an appearance is dropped on a
Appearance face of a part or assembly, the

rib T
selection dialog appears to select a
face, feature, body, part or Face Body Component

e
component. Feature Part

F
ut
Tip If the appearance is Alt+dragged and dropped, the Appearances

di RA
PropertyManager appears. This allows you to make changes to the
Color/Image and texture Mapping.
Assembly Level At the assembly level, the appearance of the component will override
Appearances the color of the part. If no component appearance is assigned, the part
appearance is used.

or D
The Display Pane lists the component color over the part color . The
Display Pane can also set the component or part color.

st
E
op AS
t c LE
y
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SolidWorks 2012 Lesson 5
Display States and Appearances

Part Level Changes to the appearance of a face, feature, or body are visible only at
Appearances the part level.

rib T
At the part level, the

e
changes affect face,

F
feature or body depending

ut
on the face selected. The
hierarchy is shown top to

di RA
bottom in the list.
In this example, the
Housing Part color is
grey but is overridden by
the Feature color

or D
(yellow) and the Face
color (red).

st
Note
E The Body color can be used when there is a multi-body part.
op AS
Using RealView Using RealView Graphics toggles advanced shading in real time
Graphics with supported graphics cards. It is hardware based and dynamic,
where PhotoView 360 is software based and static.
t c LE

1 Open an assembly file.
Open Appearances from the Lesson05\Case Study\Appearances
folder. Make the configuration RH_Burners active.
y
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Lesson 5 SolidWorks 2012
Display States and Appearances

Changing Scenes A Scene changes the background,
including the lighting, of the part or

rib T
assembly.

e
F
ut
di RA
or D
st
E
op AS
t c LE

Where to Find It I Heads-up View Toolbar: Apply Scene
I Task Pane: Appearances/Scenes tab, drag a scene into the
y

graphics area
no RE

2 Scene.
Expand the Scenes folder, then the Basic Scenes folder. Drag the
Backdrop - Grey With Overhead Light scene into the graphics
area.
-

3 Choose appearance.
Expand the Appearances folder, then the Plastic and EDM folders.
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SolidWorks 2012 Lesson 5
Display States and Appearances

4 Add appearance.
Drag the spark erosion plastic blue appearance onto

rib T
side_table_shelf_for_burner as shown. Select the Part option.
The part is changed as well as all of the pattern instances.

e
F
ut
di RA
or D
st
E
op AS
t c LE
y
Note If the Component option was used, only the component
appearance would be changed. Using the Part option affects
no RE

configurations, and using the Component option affects the display
states.
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Lesson 5 SolidWorks 2012
Display States and Appearances

5 Display pane.
Expand the Display Pane. The

rib T
appearance has been applied at the part
level to a part inside a sub-assembly.

e
F
ut
di RA
or D
st
E
op AS
6 Metals.
Drag the following Metal appearances onto the faces using the Part
option.
Chrome,
Brushed
t c LE

Chromium

Copper,
y
Brushed
Copper
no RE

Steel,
Polished
Steel
Steel,
Wrought
-

Steel
Do E
PR

164

wood. rosewood. Make Planks_Wood the active configuration. SolidWorks 2012 Lesson 5 Display States and Appearances Adjusting Texture A textured appearance can be modified by using the mapping controls Maps to adjust the way the texture is aligned to the face of the part. st E op AS t c LE y no RE - Do E PR 165 . e F Tip The appearance must be Alt+dragged and dropped to access the ut mapping options. 8 Add appearance. This rib T method is also useful when a selection of configurations or display states is needed. satin finished or D rosewood onto the Plank1 component. di RA 7 Configuration. Alt+drag the appearance organic.

no RE - Do E PR 166 . click This ut display state. Click Apply at part document level. This applies rib T the appearance to all instances of this component. di RA or D st E op AS 10 Mapping. e F Under Display States (linked). Lesson 5 SolidWorks 2012 Display States and Appearances 9 Apply at part level. Click the Mapping tab and use these settings: I Mapping Style = Planar mapping t c LE I Axis direction = ZX I Rotation = 3 degrees I Mapping Size = Big mapping size y Click OK.

SolidWorks 2012 Lesson 5
Display States and Appearances

11 Display pane.
Expand the Display Pane. The appearance

rib T
has been applied to multiple components.
Additional display states with different

e
appearances can be added using the same

F
procedure.

ut
di RA
or D
st
Materials E Adding Materials changes the appearance of the part as well as adding
op AS
mechanical properties and a crosshatch pattern. Materials are required
for simulation applications.
Each material includes the following data:
I Properties - The mechanical properties of the material.
I Appearance - The color and texture of the material.
t c LE

I CrossHatch - The crosshatch pattern for sections of the material.
I Custom - Custom properties (text) specific to the material.
I Application Data - Notes (text) that are relevant to the material.
y

I Favorites - A list of often used materials that appear on the Edit
Material or Material pulldown menu. Materials can be added or deleted
no RE

from the list.
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Lesson 5 SolidWorks 2012
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Where to Find It I Shortcut Menu: Right-click the component and click Material, Edit
Material
Menu: Select a component and click Edit, Appearance, Material

rib T
I

e
Tip Editing the Material of a part or assembly applies a color and texture to

F
it. It will not override the appearance that is applied to the component.

ut
di RA
Note You can add your own materials to the Custom Materials folder.

12 Select components.
Select the following components:
I Support_Leg<1> and <2>

or D
I Brace_Cross_Bar<1>
I Brace_Corner<1> and <2>

st
13 Material.
Right-click and click Material, Edit Material. Expand SolidWorks

E Materials and Steel. Select Galvanized Steel, click Apply and
Close.
op AS
t c LE
y
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PR

14 Save and close the files.

168

SolidWorks 2012 Exercise 15
Display States

Exercise 15: Complete this assembly by creating display
Display States states.

rib T
This lab uses the following skills:

e
I Adding Display States on page 150

F
I Copying a Display State on page 150

ut
I Renaming Display States on page 150

di RA
Units: millimeters
1 Open an assembly file.
Open DT&PC from the Lesson05\Exercises\Display States 1
folder.

or D
2 Create display states.
Create the following assembly display states. Make sure the display

st
states are visible in all configurations.

E
HLR Trans
op AS
t c LE

HLR-No Hardware Open
y
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Highlighted
-
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3 Save and close the files.

169

Exercise 16 SolidWorks 2012
Display States, Appearances and Materials

Exercise 16: Complete this assembly by creating new
Display States, display states and adding appearances and

rib T
Appearances materials.

e
and Materials This lab uses the following skills:

F
I Adding Display States on page 150

ut
I Appearances, Materials and Scenes on

di RA
page 159.
I Materials on page 167
Units: millimeters
Procedure Open the assembly Display States 2. Add the materials and display
states using the information listed.

or D
Materials Add the following materials to these components:

st
(Steel) AISI 304 (Aluminum) 1060 Alloy

E
op AS
t c LE
y
(Copper Alloys) Brass (Steel) Alloy Steel(SS)
no RE

Display States Add the following display states using these names and changes:

PIN_FRONT NO_HARDWARE
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SolidWorks 2012 Exercise 16
Display States, Appearances and Materials

PIN_REAR HLR

rib T
e
F
ut
di RA
or D
st
COLORS *TEXTURES

E
op AS
t c LE
y
no RE

Note *For the TEXTURES display state, apply the following appearances to
the components listed:

Component Appearance
Gear, Oil Pump Driven brushed brass
-
Do E

Housing and Cover brushed aluminum

All hardware carbon steel
PR

171

Exercise 16 SolidWorks 2012 Display States. Appearances and Materials rib T e F ut di RA or D st E op AS t c LE y no RE - Do E PR 172 .

- Do E PR 173 . y I Replace and modify components in an assembly. rib T e F ut di RA Lesson 6 or D Assembly Editing st E op AS Upon successful completion of this lesson. t c LE I Gather information about the assembly. you will be able to: I Find and fix errors in the assembly. no RE I Mirror components in an assembly. I Create features that represent post-assembly machining operations.

planes) and over defined status. I Replacing and Modifying Components or D When an assembly is open. Mates can have several problems. e F Key Topics Some of the key topics in this lesson are shown in the following list. t c LE I Information From an Assembly If you are unsure where all the components used in your assembly reside. etc. or you can create assembly features to represent post- assembly machining operations. Components and sub-assemblies can be mirrored to reverse their - orientation. Design Changes Making design changes to an assembly can range from changing the value of a distance mate to replacing one component with another. These include File. di RA I Assembly Features An assembly feature is a feature which exists only in the assembly. st Replace Components and Reload. holes. fillets. Assembly features often represent post-assembly machining operations. Save As. I Troubleshooting an Assembly E Mates are treated as features in the FeatureManager design tree and are edited using Edit Feature. edges. the plus sign (+). This PR section will discuss how to perform each of these operations. ut Each of these topics corresponds to a section in the lesson. Chief op AS among them are missing references (faces. model in-context features. chamfers. they indicate that the component or mate has conflicting mates applied to it. or equations. This can also generate “opposite hand” parts. dimensions can be controlled using in-context features. global variables. Find References will locate them and provide an option for y copying them. I Mirroring Components Many assemblies have some degree of left-right symmetry. They are not repeated here. You can modify the dimensions of individual components. assembly editing has specific tools to aid in repairing Editing errors and problems. Over defined components in an assembly are the 3D analogy of an over defined sketch. Some tools are common to both parts and rib T assemblies and were covered in basic course SolidWorks Essentials. 174 . Do E Editing Activities Assembly editing covers a wide range of operations from repairing errors to extracting information and making design changes. I Controlling Dimensions in an Assembly no RE To capture design intent. Using the same notation. Lesson 6 SolidWorks 2012 Assembly Editing Assembly Like part editing. there are a number of techniques you can use to replace or modify components. This includes cuts.

Problems can occur in mates. can trigger e many more error messages and cause the assembly to stop solving the F mates. ut Information From Nondestructive testing of an assembly can yield many important di RA an Assembly insights as to how the assembly. 175 . were created. SolidWorks 2012 Lesson 6 Assembly Editing Finding and Finding and repairing problems in an assembly is a key skill in Repairing SolidWorks. Using the Hole Wizard at the assembly PR level creates holes that exist only in the assembly. Assembly Feature. It is also important to find potential problems such as interferences. st E op AS t c LE y no RE The Hole Wizard You can add any Hole Wizard hole as an assembly feature that extends through more than one component. such as an over defined component. Common problems. assembly features or in the rib T Problems component parts and sub-assemblies referenced by the assembly. Hole. and the components that comprise it. Where to Find It I CommandManager: Assembly > Assembly Features > Hole Wizard - I Menu: Insert. 1 Open an assembly file. or D Open Edit_Assembly from the Lesson06\Case Study\Editing folder. Several common errors and their solutions are presented here. Wizard Do E Tip We are not creating a Hole Series as we did in Lesson 2: Assembly Features and Smart Fasteners.

You can set the feature scope before or after you create the assembly feature. no RE If you do not specify the feature scope at creation of the assembly feature.0 I End Condition: Blind 15mm t c LE Introducing: Feature The Feature Scope controls which components are acted upon by the y Scope assembly feature. The Do E choices include All components and Selected components. are acceptable for now. rib T Select the face indicated below and click Hole Wizard . 176 . Selected components and PR Auto-select. SolidWorks selects appropriate components in the assembly based on their position relative to the placement point(s). 3 Feature Scope. The default settings. with the option for Auto-select. - Expand the Feature Scope area of the dialog. Lesson 6 SolidWorks 2012 Assembly Editing 2 Hole Wizard. e F ut di RA or D st E Set the Hole Specification as follows: I Tap op AS I Standard: Ansi Metric I Type: Bottoming Tapped Hole I Size: M6x1.

SolidWorks 2012 Lesson 6 Assembly Editing 4 Locate hole centers. bracket and table are selected by the feature scope. Create sketch points as rib T shown. op AS Two holes are added. Click OK. A single feature appears as the last feature in the FeatureManager design tree as a Tapped Hole feature. - Open bracket and table. Click on the Positions tab of the dialog. e F ut di RA or D st Note E 5 In this example. The holes do not Do E appear. PR 177 . t c LE y no RE 6 Components. Close both parts. Resulting holes.

It is useful for industrial design. click Propagate feature to parts. Parts into Using a part to create an assembly can offer a simpler method of PR Assemblies modeling that avoids mates and inserting parts. ut Where to Find It I Shortcut Menu: Right-click the assembly feature and click Edit di RA Feature 7 Edit the Feature Scope. Converting Parts There are several methods that convert parts into assemblies or - and Assemblies assemblies into parts. 178 . st E op AS t c LE y no RE 8 Save the file. These methods offer techniques to accomplish Do E many unique design tasks. or D The parts now share the hole feature. In the Feature Scope area of the dialog. Click OK. Split Part Use Split Part to break a single solid body part into a multi body part and optionally an assembly. for example) and e changes to the Feature Scope. Edit the hole feature. It can be modified to be an in-context F feature that exists in both parts like a hole series feature. Lesson 6 SolidWorks 2012 Assembly Editing Assembly Feature Changes to the assembly feature can fall into two categories: changes rib T Changes to the feature itself (its sketch or end conditions.

or to replace an assembly with another assembly. if it is known that a particular sub- rib T assembly is not going to change. it could be replaced with a part in a larger assembly. For example. Multibodies E Use Insert Part. SolidWorks 2012 Lesson 6 Assembly Editing Assemblies into There are performance advantages associated with using a part in place Parts of an assembly. y no RE - Do E PR 179 . Options include selection of only outside faces/components or all. Move/Copy Bodies and Combine to turn multiple solid bodies into a op AS single body part. st Parts into Parts Another approach to creating weldments or FEM models is to use multi bodies to turn multiple parts into a single one. The same t c LE procedure can be used in reverse to replace an assembly with a part. Saving as a part or D creates a part that references an assembly and multiple parts. Save As Part Save As can combine an assembly into a part. Weldments appear in a BOM as a single part but may e be created with multiple parts. Replacing Parts Component parts can be replaced with assemblies using Replace with Assemblies Component (see Replacing a Single Instance on page 181). F ut Joined Components Multiple part components in an assembly can be joined into a single di RA part using Join. Using insert part and combine results in a part that references multiple parts. This results in a part that references an assembly and multiple parts.

When you replace a component in an t c LE assembly. Once the assembly is open and you make changes to its Do E components. the latest saved version of its components - is displayed. If you or D do not want to replace the component. PR However. the mates will be y preserved when the component is reloaded or replaced. they will all be replaced. That means you must have read-only access. or if you have a part and the assembly di RA open at the same time. See Replacing Components Using Save As on E Reload and page 189 for an example. If the names of the entities referenced by the mate remain the same. If there are multiple instances of that component. you are asked whether you want to rebuild the assembly whenever you switch back to the assembly window. Reload or Replace Components. the system will try to preserve the mates. click the st Save as copy option on the Save As dialog. This is an important consideration when working in a multi-user environment. When an assembly is opened. Reload will preserve all mate information. if other people make changes to the parts in your assembly. The Reload and Replace Components options op AS Replace refresh or replace all instances or selected Components instances of a selected component with a last- saved or read-only version or a different component entirely. 180 . those changes are not displayed automatically. The system will issue a warning message alerting you that this will happen. Save As. This lets you keep your display of the assembly up-to-date. rib T Components e Technique Description F Save As If you are editing a part in the context of an ut assembly. no RE Working in a Multi. using Save As to rename the part will cause the new version to replace the original in the assembly. For other people to make changes to components that are in an user Environment assembly you are working on. they must have write access to those components. Lesson 6 SolidWorks 2012 Assembly Editing Replacing and Components can be replaced in an open assembly using either of the Modifying following techniques.

I Make the desired modifications to the part. either in Windows Explorer. SolidWorks 2012 Lesson 6 Assembly Editing If you have read-only files in your assembly. see the SolidWorks File Management training manual. and the Reload dialog box appears e if any files changed. If no RE the names of the entities referenced by the mate remain the same. The Save As method will replace all instances. the command Check Read-only Files checks if files have been made available for write rib T access or have changed on disk since the last reload. y For best results in preserving the mates. Replace Components will affect selected or all instances of that component in the active assembly. Browse for a file to substitute a different component for the original in the With this one op AS field. A message appears if the files did not change. di RA Introducing: Replace Components removes a component or an instance of a Replace component in the assembly and replace it with another component. Use the All instances check box if required. Do E PR 181 . Caution: Any changes to an unsaved file are lost when it is reloaded. Replace or D I Shortcut Menu: Right-click the component and click Replace Components st Using Replace In the Replace Components dialog. Replace Components - Instance must be used. If you want to replace a component with a modified version of that same component. Components Where to Find It I Menu: File. or by t c LE I using File. the replacement component should be similar in topology and shape to the one being replaced. Replacing a Single To replace just one instance of a component. the selected component appears Components E under Replace these Component(s). if necessary. follow these rules for best results: Make a copy of the component. others may be added as well. Save As and. F ut For more on multi-user environments and collaborative file sharing. the mates will be preserved when the component is replaced. the Save as copy option.

t c LE Right-click Pin from the FeatureManager design tree and click Replace y Components. The Mated Entities dialog appears. and select Open. e F The Replace Components ut option is one of these hidden options. PR Click Browse. click Customize Menu and click the st appropriate checkbox in the left column. select the part T_Pin. Click OK. E op AS 9 Replace component. Clear the All instances box and click Re-attach mates. The selected instance is listed no RE in the Replace these component(s) field. 182 . Right-clicking a di RA component will not display this option unless the pull- down is expanded by clicking the double chevron symbol. To force options to appear by or D default. Lesson 6 SolidWorks 2012 Assembly Editing Hidden Options SolidWorks limits the length of long pull-downs by rib T showing only a limited set of options. - Do E 10 Browse.

When the ut FeatureManager design tree is expanded. Over E in a sketch. F Errors can occur due to several different conditions. rib T Mate Errors Mate errors for all components appear within the mate folder of the e assembly and the mate folder of each component. Suppressed Suppressed mates are not really errors. Do E Automatic Repairs When changes are being made to a mate. not t c LE component which is also marked with the plus sign. an Assembly The problem is that the internal ID’s of the geometry are different. it appears grayed out in the FeatureManager - design tree and it is not solved. SolidWorks may reverse the alignment automatically and open a message dialog: The alignment of the following mates was reversed to prevent mate errors: 183 . Condition Description Solution or D Missing The mate cannot find one or both of its references. later. SolidWorks 2012 Lesson 6 Assembly Editing Troubleshooting Although the component instance is replaced. Distance1: Warning: This mate is over defining no RE the assembly. The error message reads: over defining mate. When a mate is mate. but they can cause Unsuppress the problems if they are forgotten. The Coincident74: Planar faces are not parallel. A common issue is that the alignment must be flipped to prevent further PR errors. other mates can be affected. Consider deleting some of the over defining mates. there are mate errors. This is similar to a dangling dimension ment reference. In these cases. Warning A Warning is applied to mates that are satisfied but are Delete or edit the y over defining the assembly. the mates have Missing References. you can see the differences in di RA the display of the mates. best practice is to Angle is 90deg. take care of over The over defined mates relate directly to an over defined defined mates when they occur. meaning they are both over defining and mate that caused unsatisfied. This These problems are Reference could mean that the referenced component has been usually repaired by st suppressed. deleted or changed enough that the mate selecting a replace- cannot be solved. The mates have both the error marker and the plus sign Delete or edit the op AS Defined (+) prefix. In this case. Several types of mate errors are described below. suppressed. Example error message could read: the problem.

one of the references is listed as **Invalid**. Where to Find It I Shortcut Menu: Right-click a mate or the mate group and click Replace Mate Entities or D I Replace PropertyManager: Select Re-attach Mates st Note As you would expect. It includes a preview to show the replacement faces and a pop-up dialog to isolate rib T components or delete mates. F ut Tip The references used in a mate can be highlighted in the graphics di RA window with a single-click on the mate. a op AS mate between planar faces could be changed from Coincident to Parallel. double-clicking the mate displays the dimension so it can be edited. It is used with Replace Components e and Re-attach Mates. Perpendicular. Distance or Angle. The same interface used with Insert. For example. you can also change the mate type. As they are replaced. Once the mate is repaired. Expand the mates and select the replacement faces for each one. Lesson 6 SolidWorks 2012 Assembly Editing Mated Entities The Mated Entities tool replaces any reference in a mate. For mates that contain dimensions (distance and angle). Mate is used for editing. Edit Feature edits the references of a mate. The Mated Entities dialog appears to assist in re-attaching the failed t c LE mates. It also has a filter that shows only dangling mates that need repair. On the mates E with errors. y no RE - Do E PR 184 . a green check mark appears. 11 Mated entities. Click OK.

or redefine them using different references. One way is to look at the - components listed in the mate. When mates conflict. Once you have done this. Best Practice Fix errors as they occur. which op AS will help in narrowing down the choices. All the over defined mates will appear with error markers and the (+) prefix. the assembly will be over defined. Unless you check the accuracy of the underlying geometry. For example. Another choice is to use View Mates Do E and Dependencies and look at the FeatureManager design tree from the perspective of the mates rather than the features. until the assembly is no longer over defined. PR 185 . e More information regarding mate and F component errors is discussed in the ut following section. you can either delete the offending mates. However. This can help you identify the cause of the conflict. SolidWorks 2012 Lesson 6 Assembly Editing The completed replacement has no mate errors and functions similar to the original rib T part. Finding an Over Finding the mate that is the cause of an over defined assembly can be Defining Mate difficult in a large assembly with many mates. di RA or D st Over Defined Finding the cause of an over defined assembly is not always easy Mates and Components E because there can be two or more conflicting mates. t c LE Geometry is Underlying errors in the accuracy of the geometric models can also be a Important cause of over defined mates. if the sides of the box do not meet at 90° angles. one approach is to suppress the over defining mates one at a time. Three coincident mates should fully define the component. no RE even if they were off by only a fraction of a degree. you will have a difficult time solving the problem. consider what would happen if you mated the sides of a simple box to the three default reference y planes in an assembly.

no RE Mates which are satisfied. ut di RA or D st E 13 Forcing the mate to solve. add a e Distance mate of 10mm between the F faces of the components. - Components in the assembly are now also over defined. t c LE 14 Error flags. a message appears: The selected mate could not be successfully added. and will be shown with red errors). y Mates which are not satisfied are highlighted with a red (X) error flag. rib T To demonstrate what happens when a mate over defines the assembly. as shown. Would you op AS like to force this mate to solve? (Other mates will be broken. Add the mate by clicking OK in the Mate dialog and Yes in the warning message. When you add the Distance mate. again we see all the mates that are conflicted as a result of the new mate. are highlighted with a yellow exclamation point warning flag. Lesson 6 SolidWorks 2012 Assembly Editing 12 Add mate. but which over define the assembly. see Mate Errors on page 183. For more information. These are Do E prefixed with the plus (+) symbol. In Mates. PR 186 .

y click on the concentric mate. e Where to Find It I Menu: Tools. PR Note The graphics clearly show what forcing the mate to solve did to the assembly. when diagnosing mate problems. Mates that are not satisfied are shown in t c LE bold. Do E Click OK to close the MateXpert. op AS click Diagnose. and click MateXpert di RA Tip In general. then work your way up as necessary. The set of over defined mates is listed. Further. 187 . 17 More information. it is best to start at the bottom of the mate group and try these operations on the lowest flagged mate first. MateXpert F I Shortcut Menu: Right-click the assembly. Clamp and T_Pin no longer line up. 16 Results. or D 15 Analyze the Mates folder. mate group. Under Analyze Problem. the message indicates that no RE the cylinders are not concentric. Under Not Satisfied Mates. SolidWorks 2012 Lesson 6 Assembly Editing MateXpert MateXpert is a tool that enables you to identify mating problems in an assembly. Right-click the Mates folder st and click MateXpert. rib T and identify groups of mates which over define the assembly. The MateXpert PropertyManager E appears. You can examine the details of mates that are not satisfied. the entities referenced by the mate are highlighted in the graphics - area. or any mate ut in the mate group.

di RA Right-click scale and click View Mates. Name - Do E Suppress Edit PR Flip Dimension Flip Mate Alignment 188 . Click the Scale_End mate in the pop-up dialog and review the tag that appears. rib T The graphic tags include interactive menu buttons to repair the mates. e Where to Find It I Shortcut Menu: Right-click a component and click View Mates F ut 18 View mate errors. Lesson 6 SolidWorks 2012 Assembly Editing Introducing: View Use View Mates to display a pop-up dialog with mates for a Mates component. or D st E op AS t c LE y no RE Mate Error Tags The tags attached to the mates are State designed to provide information and Type editing capabilities. sort out error mates and display graphic tags of each one. The other components become transparent.

Right- di RA click the Scale_End mate and click Delete. Type scale in the FeatureManager ut design tree to filter as shown. You will use this part to create a similar part under a different name. 2 Add fillets. A message appears warning you that the head part is being no RE referenced by other open documents and that using Save As will replace these references with the new name. This method enables you to Using Save As E create a replacement part that is a modified version of an existing part. SolidWorks 2012 Lesson 6 Assembly Editing 19 Suppress. The mates return to solving and the errors are removed. e F 20 Delete mate. Open head from the Lesson06\Case Study\Editing. R5 Add the 3mm radii fillets then the 5mm radii t c LE fillets to all the similar edges as shown. Leave the assembly open. or D st Replacing The Save As option was mentioned earlier in this lesson as a method of Components replacing components in the assembly. Click OK to the message and save the modified - part as revised_head. rib T Click the Suppress button on the Scale_End mate. R3 3 Save As. 4 Save anyway. y Click File. op AS 1 Open a part file. Do not use Save as copy. Do E PR 189 . Save As.

no RE Components Components and sub-assemblies can be mirrored to reverse their orientation. PR Introducing: Mirror Mirror Components enables you to generate an “opposite hand” Components component or sub-assembly at the assembly level. Where to Find It I CommandManager: Assembly > Linear Component Pattern > Mirror Components I Menu: Insert. for example. Mirror Components 190 . they fall into two categories: I Those parts whose orientation in the assembly is mirrored and - whose geometry is also mirrored – they have right and left-hand Do E versions. This can also generate “opposite hand” parts. When you mirror components in an assembly. revised_head has rib T replaced head without causing mate errors. The modified part. Return to the assembly level. Options allow for simply reversing or mirroring components. Lesson 6 SolidWorks 2012 Assembly Editing 5 Replacement completed. e F ut di RA or D st E op AS t c LE Note If we had checked Save as copy on the Save As dialog box. the replacement would not have occurred. y Mirroring Many assemblies have some degree of left-right symmetry. I Those parts whose orientation in the assembly is mirrored but whose geometry is not – hardware.

st Select pillar. this yields a left-hand version. y 7 Set orientation. 191 . The PropertyManager is a wizard that contains several sequential pages. The geometry of a copied t c LE component is unchanged. T_Pin and clamp under Components to Mirror. ut di RA 6 Selections. System Options. you will be prompted to select a template F for every new file – and that could get tedious. only the orientation changes. you could click or to reorient a copied component. no RE Select pillar and T_Pin and observe the preview in the graphics area. SolidWorks 2012 Lesson 6 Assembly Editing Default Templates Mirroring an assembly has the potential to create a lot of new files – one for the assembly. and one for every mirrored (not copied) rib T component. The geometry of a mirrored component changes to create a truly mirrored component. Otherwise. op AS Mirroring or This dialog box enables you to specify which components are mirrored Copying and which are copied. Starting with a right-hand version of a part. - Tip You can right-click components in the Orient Do E Components list. then click Create opposite hand version. It is recommended that you set Tools. Default Templates to always use the templates specified in e the search path. Options. PR Click Next . These options are shortcuts for selecting multiple components based on specific criteria. E Click Next . Select clamp. and access additional selection options. Click Right Plane of the assembly as the Mirror or D plane. If it were necessary. Click Mirror Components .

e Click Place files in one folder... and select the directory in which to save the mirrored components.. The mirrored and copied components appear as shown. or D st E 9 Review. Click OK. op AS t c LE y no RE - Do E PR 192 . then click F Choose. Browse to the ut current case study folder and create a new folder di RA named Mirrorclamp. Lesson 6 SolidWorks 2012 Assembly Editing 8 Filenames. Use rib T the suffix -Mirror. Enter the name for the mirrored component.

You can op AS keep the changes in the assembly. Do you want to keep or discard changes in the assembly? Click Keep. even though you are not saving them in bracket. Create a rectangular cut rib T similar to the one shown below. Right-click bracket and click Open Part . st Close the part.sldprt. Do not save.sldprt. e F ut di RA or D 11 Close without saving. SolidWorks 2012 Lesson 6 Assembly Editing 10 Changes to a part. or discard them to revert to the last-saved version of bracket. the bracket shows the changes. A message appears: E Note: Because this document is open in another window. y no RE - Do E PR 193 . Even though the changes were not saved. any changes made since the last save will still appear there. t c LE Click Yes to update the assembly.

the top-level file is displayed by default. ut I Manage changes in read/write access. Lesson 6 SolidWorks 2012 Assembly Editing Reloading The Reload dialog allows selection of specific components to reload or Components switch from read/write to read-only access or vice-versa. The dialog indicates the file to reload. Note that changing read/ di RA write access does not always require the file to be reloaded. This allows you to reload only the selected component. In the case of an assembly. Reloading a file or changing its read/write access reloads or changes read/write access for all instances of that file. st Where to Find It I Shortcut Menu: Right-click a component and click Reload. I Update the assembly to reflect any changes other people have made or D to the components. This allows you to reload any or all components in the assembly. rib T Introducing: The functionality of Reload includes: e Reload I Discard changes on selected components or an entire assembly and F reopen from its last saved state. E I Menu: File. If another user has saved changes to a file after you last loaded the file. the file must be reloaded to gain write access. Click OK. Reload. op AS 12 Reload. Right-click bracket and click Reload. It is implied that all reference files (components) will be t c LE reloaded as well. y no RE - Do E PR 194 .

Hole Alignment y 1 Open an assembly file. rib T e F ut di RA or D st E 14 Save and close the files. no RE Open Hole_Alignment from the Lesson06\Case Study\Hole Alignment folder. SolidWorks 2012 Lesson 6 Assembly Editing 13 Reloaded. - Do E PR 195 . op AS Hole Alignment The Hole Alignment tool checks assembly holes for misalignment based on a Hole Center Deviation value. t c LE Where to Find It I CommandManager: Evaluate > Hole Alignment I Menu: Tools. The original part is reloaded to the assembly.

It includes the two holes E that are compared and the deviation between the centers. Click Calculate. In the Results box. or D Expand the first Maximum st Deviation folder for the first entry. Change to a Front view. Click OK. Click Hole Alignment and leave the Hole rib T center deviation at the default 10mm. Right-click the red entry and select Zoom to selection for a closer look at the deviation. Lesson 6 SolidWorks 2012 Assembly Editing 2 Calculate. there are four entries because there are four almost concentric holes. t c LE y no RE - Do E PR 196 . op AS 4 Zoom. e F ut di RA 3 Results.

Global variables appear in or D quotes in equations. t c LE I Name within the part: D1@Sketch5 I Name within the assembly: D1@Sketch5@MotorBase. Global Variables You can create global variables to use in equations and to force two or more dimensions to have the same value. or global variables. The assembly level adds another piece of information: the name of the part in which the dimension resides. it is good practice to change the default names into something meaningful. We have already explored in-context features. parts. We will now look at global variables and equations. SolidWorks 2012 Lesson 6 Assembly Editing Controlling An important part of capturing design intent is making sure that the Dimensions in objects you build are the right size and are positioned correctly in the rib T an Assembly assembly. As always. Some examples of good uses of assembly equations are: I Controlling dimensions of assembly features op AS I Controlling mate values such as angle or distance mates I Controlling the suppression state of components Dimension Names There is some difference between dimension names at the part level in an Assembly and at the assembly level. Dimensions can be controlled three ways in an assembly: e I In-context features F I Global variables ut I Equations di RA Each of these techniques has advantages and disadvantages. - Do E PR 197 .Part y Adding Equations Assembly equations can use dimensions from assembly features or mates. you no RE must search through parts. For example. then the features within that part to find the dimension you want. st Assembly Algebraic equations control dimensions inside an assembly. The Equations equation dialog boxes and options are the same in an assembly as in a E part. D1@Sketch5@MotorBase. To add equations in an assembly.Part = “Length” uses the variable named Length.

Double-click the 31mm dimension. op AS 7 Link value. di RA or D st 6 Global variable. E In the Modify dialog box. from the t c LE list. - Do E PR 198 . In the Modify dialog box. Double-click the 32mm dimension. rib T Open the part Rect and edit Sketch13 of the Ø6.0 (6) e Diameter Hole1 feature. F ut Notice the dimension values 31 and 32 are not equal. Lesson 6 SolidWorks 2012 Assembly Editing 5 Review dimensions. The dimensions are now equal y and driven by the value of the global variable. no RE Exit the sketch. type = then select the variable. type =”Centers” then click the icon to create a global variable. Centers.

SolidWorks 2012 Lesson 6 Assembly Editing Equation The equation relates the radius of the bolt circle in Rect to the linked values in Circ. Double-click the Ø6. Equations. no RE click Add equation under Equations .0 (6) Diameter Hole1 feature of the Circ part - and click the radial Do E dimension. L = Linked values in Circ. and Dimensions dialog box. PR 199 . Global Variables. t c LE 8 Add equation. Click Tools. On the Equations. y Return to the assembly. Changes in the linked value dimensions will drive rib T changes in the radius.Components. 9 Add dimension. e Radius Linked values F ut di RA or D st E The equation is: op AS R = 2 × L2 R = Radius dimension in Rect.

12 Rebuild. The holes change position. Click Functions. e F ut di RA 11 Complete the equation. op AS The Evaluates to column states that the value is 43. Click or type 2 *. rib T The cursor sits between the parentheses. Global Variables.841mm. Click OK on the Equations. E Click or type ^ 2 to complete the equation and click OK. Double-click the Ø6. y Note The Equations-> folder has an external reference marker due to the no RE dimensions from different parts in the same equation. Click Hole Alignment again to make sure there is no misalignment. Rebuild the assembly to apply the changes.0 or D (6) Diameter Hole1 feature of the Rect part st and click on either linked dimension. 14 Save and close the files. sqr(). - Do E PR 200 . t c LE 13 Check. and Dimensions dialog box. Lesson 6 SolidWorks 2012 Assembly Editing 10 Function.

Mass Properties. SolidWorks 2012 Lesson 6 Assembly Editing Sensors Sensors monitor specific properties of a part or assembly. e F Where to Find It I CommandManager: Evaluate > Sensor ut I Shortcut Menu: Right-click the Sensors folder and click Add di RA Sensor or Notifications Procedure In this example. or D 1 Open an assembly file. When the values change and fall outside the specified parameters. The sensor types include: Simulation Data. st Open Sensors from the Lesson06\Case Study\Sensors E folder. the alert will be triggered. If the gap becomes less than 0. It has been placed between the planar faces of HD_Washer and HD_Arm to monitor the gap. Measurement. - Do E PR 201 . and Proximity. Examine this reference dimension. Interference Detection.5mm. a reference dimension is used as the basis no RE for the sensor. Dimension. a sensor monitors the gap between the HD_Washer and the HD_Arm components. op AS t c LE y Dimension When using a Dimension sensor type. an Alert can be rib T triggered.

Click Alert and is less than F 0. Right-click the Sensors folder and click st Notifications. rib T Right-click the Sensors folder and click Add Sensor. di RA The sensor is added to the Sensors folder. E Click OK.5. y Save and close the part. no RE - Do E PR 202 . Make the selections shown for triggering alerts and warnings. Click Sensor Type: Dimension and e select the dimension. Open either HD_Washer part and change the value in the Extrude2 feature to 2.75mm t c LE as shown. or D 3 Notifications. Lesson 6 SolidWorks 2012 Assembly Editing 2 Add sensor. ut Click OK. op AS 4 Changes.

Click Rebuild a few times to trigger the alert after 5 rebuilds. The rib T What’s Wrong dialog states: e The following sensors have triggered alerts: F Dimension1: 0. y 7 Save and close the files. SolidWorks 2012 Lesson 6 Assembly Editing 5 Alert. This will turn off the alert. no RE - Do E PR 203 . Change the value in the Extrude2 feature to 2.50mm as t c LE shown.313mm < 0. 6 Change.5 ut di RA or D st E op AS Close the What’s Wrong dialog.

204 Lesson 6 PR Assembly Editing Do E - no RE t c LE op AS y E or D di RA st F SolidWorks 2012 rib T ut e .

Repair or D the assembly in such a way that you capture and maintain the following design intent: st 1. Do E Select the entire assembly and check for interferences. 205 . Open assy_errors_lab from the Lesson06\Exercises\ t c LE Assy Errors folder. SolidWorks 2012 Exercise 17 Assembly Errors Exercise 17: Repair and change this assembly. The edges of the End Connect components are flush with the front edge of Rect Base. Delete the one mate to rectify the over defined condition and to properly capture the design intent. There are two conflicting mates that over no RE define End Connect<2> and Brace_New<2>. The Brace_New components are centered with respect to the hole E in the End Connect components. 2 Mate errors. Expand Mates to see the y errors. Assembly This lab uses the following skills: rib T Errors I Editing Activities on page 174 e I Finding and Repairing F Problems on page 175 ut I Replacing and Modifying di RA Components on page 180 I Mate Errors on page 183 Design Intent The assembly you will open was saved with a number of errors. There should be PR one interference. 2. op AS Procedure Use the following procedure: 1 Open an assembly file. - 3 Interference checking.

y 7 Save and close the files. Find the mate that is responsible op AS for Brace_New<1> being off center. 6 Replace components. t c LE Replace both End Connect components with components named new_end. no RE - Do E PR 206 . e F Tip When you edit the definition of the mate. pay attention to the ut alignment condition. with no errors. in the top view orientation. View E Mates and Dependencies. enable di RA Preview of the mate before you apply it. The assembly should look like the illustration above. Edit the mate so that Brace_New<1> is positioned according to the design intent. Exercise 17 SolidWorks 2012 Assembly Errors 4 Edit the mate. Right-click the top level icon in st the FeatureManager design tree and click Tree Display. Edit the failed mate rib T (Coincident17) to both repair it and eliminate the interference. or D 5 Find and edit mate.

- Do E PR 207 . Check for interference between all components. op AS Hide all components except those shown at the right. Open assy_eq from the Lesson06\Exercises\assy equations E 2 folder. 3 Check for interference. SolidWorks 2012 Exercise 18 Sensors and Assembly Equations Exercise 18: Create a sensor and an equation for this existing Sensors and assembly to control the length of a component. Hide components. Change the length of Cross Bar to 64mm and check for interferences. rib T Assembly This lab uses the following skills: e Equations I Editing Activities on page 174 F I Assembly Equations on page 197 ut I Sensors on page 201 di RA or D Procedure Use the following procedure: st 1 Open an assembly file. t c LE y no RE 4 Change.

or D Create a sensor to check that the gap does not drop below 0. e F ut di RA 6 Sensor. The sensor alert will activate. 208 . Delete the sensor and dimension. E Although the sensor will alert. Add the reference dimension rib T shown between planar faces of the model. t c LE y 7 Edit the Cross Bar. PR Use the name Clearance. Add a reference dimension that shows the overall length of the part.30mm gap each end no RE Edit the definition of Cross Bar so that it is modeled as an in-context part. 9 Rebuild the model. Use global variables to make sure the two clearance values are always equal.30mm. Do E 8 Link values.30mm of clearance between the ends of Cross Bar and the inside - of UBracket. Exercise 18 SolidWorks 2012 Sensors and Assembly Equations 5 Reference dimension. The design intent is such that there is exactly 0. Change st the length of Cross Bar to 66mm. 0. Rebuild and return to Edit Assembly mode. it cannot prevent the gap from being op AS violated.

"D1@WasherGap" = "Clearance@Base-Extrude@Cross Bar. or D st 11 Edit the mate. E Find the Coincident mate that is between Spindle Washer and UBracket.Part" Rebuild the model. No e interference should exist F between the components and ut the proper clearance should be di RA maintained.30mm. The gap between Spindle Washer and UBracket should now be 0. The equation is no RE provided for reference. PR 14 Save and close the files. The distance mate should update accordingly. Set the distance under the washer at 6mm and rename the mate to WasherGap. Change it to a Distance op AS mate.20mm. 209 . Rebuild the model. Test the in-context feature by rib T changing the width of UBracket to 90mm. Create the equation by selecting the appropriate dimensions rather than by typing the equation shown below. - 13 Test. t c LE 12 Equation. SolidWorks 2012 Exercise 18 Sensors and Assembly Equations 10 Test. Do E Change the clearance between Cross Bar and UBracket to 0. Write an equation that drives the value of the distance mate so that it is equal to the clearance between the end of Cross Bar and the inside of y UBracket.

I Accept the default name of the new sub-assembly and new components to add the prefix. st Open FoldingPlatform from the Lesson06\Exercises\ MirrorComp folder. op AS I Use the Right plane of the assembly as the Mirror plane. I Reorient the rivets until the preview is correct. y 3 Save and close the files. no RE - Do E PR 210 . then all the mates are re-created for you. Mirror. Mirror This lab uses the following rib T Component skills: e I Mirroring Components on F page 190 ut di RA or D 1 Open an assembly file. Mirror the LeftSideSub sub-assembly. t c LE If you properly mirror the sub-assembly. Exercise 19 SolidWorks 2012 Mirror Component Exercise 19: Mirror and edit a sub-assembly. E 2 Mirror components. I Create opposite hand versions for all of the sub-assembly components except for the rivets.

no RE I Create part components from blocks. y I Build sketches into blocks. - Do E PR 211 . you will be able to: I Create a layout sketch in an assembly. rib T e F ut di RA Lesson 7 or D Layout-based Assembly st Design E op AS t c LE Upon successful completion of this lesson. I Use a layout sketch to show an animation.

- Do E Where to Find It I Begin Assembly PropertyManager: Create Layout PR 212 . t c LE Starting with a new assembly Layout. e Key Topics Some of the key topics in this lesson are shown in the following list. you can go directly from an assembly sketch to the full assembly. I Creating Blocks Create blocks from sketch geometry and connect them to form an assembly. Lesson 7 SolidWorks 2012 Layout-based Assembly Design Layout-based Layout-based assembly design creates full solid model assemblies Assembly based on sketch blocks. Inserting Blocks or D I Blocks can be saved to an external file (*. The no RE block geometry can then form component parts with the same motion as the original blocks. use blocks to represent the motion of di RA an assembly. sketch geometry is turned into blocks and y connected with relations to simulate an animation.sldblk) and inserted into any st layout sketch. The sketch geometry of the blocks creates the rib T Design parts and transfers the animation. op AS The Layout Using Layout-Based Assembly Design. I Using Layout Sketches to Place Components E Place existing components relative to layout sketch geometry after you verify relations and movement among the sketch blocks. F ut I Layout-based Assembly Design Using an assembly layout sketch.

Blocks. t c LE Blocks Blocks allow you to group multiple pieces of sketch geometry and dimensions together so that they move as one in a sketch. Then. PR Where to Find It I CommandManager: Layout > Make Block I Menu: Tools. Sketch blocks in layouts can create y in-context parts. - Note The block geometry can be as simple as required to make the Do E connections between blocks. convert the blocks e into part models in the same layout assembly. st A Layout sketch is created and opened in the assembly. ut Create a new assembly in millimeters and click di RA Create Layout. SolidWorks 2012 Lesson 7 Layout-based Assembly Design Procedure The process includes making blocks. It can also be more complex to save time when it forms a part. To get into layout mode. F 1 New assembly. no RE Using Local Local Blocks are those that are created and remain in the same sketch. create the geometry of the block. This is useful in testing 2D mechanisms. Blocks Creating a Block Using sketch geometry. right-click the top level component and click Layout. E op AS Are You In Layout If you are in Layout mode. Select the geometry and use Make Block to convert the geometry into a single piece block. Make I Shortcut Menu: Right-click the geometry and click Make Block 213 . adding relations and positioning rib T them in an assembly to display movement. This is a 3D sketch. the Confirmation Corner shows the Mode? layout symbol. or D 2 Review layout.

Do E Add relations to the block: I Drag the vertex between the endpoint of the 50mm and 42mm lines so it is PR Coincident with the Origin. Click OK. e F ut di RA or D Note The block geometry can be attached to the origin like a standard sketch st or remain some distance from it. t c LE y no RE - 5 Relations. 214 . E 4 Make block. Select the geometry and dimensions of the sketch and click Make Block op AS . rib T Create the sketch geometry for the block. drag and drop the Manipulator (blue axes) to the endpoint as shown. Lesson 7 SolidWorks 2012 Layout-based Assembly Design 3 Sketch geometry. Click in the Insertion Point group box. I Place a Horizontal relation on the 42mm line.

e 7 Create another block. centerline. Save I Shortcut Menu: Right-click a block and click Save Block PR 215 . and two sketch points shown below for a new block. The geometry and dimensions can be saved to a (*. Blocks. Connect blocks. The Arm block should rotate freely about the point.sldblk) file. t c LE Tip For more on motion and animations. Using Sketches as Sketches created in parts can be saved as block files and inserted into Blocks layouts. no RE Saving a Block Blocks can be saved to disk for reuse in multiple sketches. di RA or D st Mechanical Motion The Layout environment allows you to test the motion of connected with Blocks E 8 blocks by dragging. Rename the block using a slow double-click or click and then press the rib T F2 key. see the Creating Animations with y SolidWorks Step-By-Step manual. - Do E Where to Find It I CommandManager: Layout > Save Block I Menu: Select a block and click Tools. Place the manipulator as shown and rename the block to ut Arm. SolidWorks 2012 Lesson 7 Layout-based Assembly Design 6 Rename. F Create the rectangle. Type the name Base. op AS Connect the endpoint and the point using a Coincident relation.

op AS Select the sketch feature and Save Block . Name the block Handle and save it in the local folder. Close the part without saving. e 10 Straight Slot. 12 Save block. Lesson 7 SolidWorks 2012 Layout-based Assembly Design 9 New part. point Add a point on the centerline. F Create a new sketch on the Front plane. E Fully dimension the sketch as shown. ut Create a Straight Slot approximately 125mm by di RA 10mm. rib T Create a new part in millimeters. t c LE y no RE - Do E PR 216 . or D st 11 Dimensions.

PR 217 . Return to the layout assembly. SolidWorks 2012 Lesson 7 Layout-based Assembly Design Inserting Existing blocks can be inserted into the active layout using Insert Blocks Block. Blocks. Do E place the block anywhere in the graphics area and click OK. place the block anywhere in the graphics area and or D click OK. - Click Insert Block and Browse. Connect the new block to the t c LE others as shown. y no RE 15 Insert additional blocks. e Where to Find It I CommandManager: Layout > Save Block F I Menu: Select a block and click Tools. They can be connected to other blocks using relations. Select the block Block-Handle. st E op AS 14 Connect block. Repeat for the Block-Hold Down block. Select the block Block-Link. Insert ut I Windows Explorer: Drag a block into the graphics area di RA 13 Insert Handle block. Click Insert Block and Browse. The rib T blocks can be local or from a location on disk.

Lesson 7 SolidWorks 2012 Layout-based Assembly Design 16 Connect blocks. Edit I Shortcut Menu: Right-click a block and click Edit Block Note If the block is linked to an external file. Connect the Link and Hold Down blocks to the others as shown. Change the 25mm Do E dimension to 30mm as shown. t c LE Exploding Blocks Blocks can be exploded to remove the block and replace it with the geometry of that block. it cannot be edited. Blocks. Right-click the Link block in the graphics area - and click Edit Block. Explode I Shortcut Menu: Right-click a block and click Explode Block 17 Edit block. Exploding a linked block copies the geometry to the active sketch and breaks the link. PR Exit editing the block by clicking in the Confirmation Corner. Blocks. op AS Where to Find It I CommandManager: Layout > Edit Block I Menu: Select a block and click Tools. 218 . rib T Link Hold Down e Coincident 2x Coincident & Collinear F ut di RA or D st E Editing Blocks The Edit Block tool allows the block sketch geometry to be edited while maintaining the block as a feature. y Where to Find It I CommandManager: Layout > Explode Block no RE I Menu: Select a block and click Tools.

I On Block . When the block is converted into a part. Unlike the new parts in Lesson 1: Top-Down Assembly t c LE Modeling. Use this for a part that is parallel to the sketch position but not aligned with it. the new part absorbs the block into a sketch. op AS Creating a Part Using the geometry of the block. this new part is added to the assembly without Edit Sketch or Edit Part mode. Insert Part from Block I Shortcut Menu: Right-click a block and click Make Part From PR Block 219 . Drag the blocks to see the change in length and the differences in the rib T motion. y There are two options: I Project . SolidWorks 2012 Lesson 7 Layout-based Assembly Design 18 Drag. you can create a part component. Use this for a part - that will remain at the sketch position. E Click Exit Layout . This from a Block component contains the block and has the same motion as the block.Use this option if you intend to no RE project from the plane of the block but not be constrained co-planar to it. Component. Do E Where to Find It I Menu: Insert.Use this option if you intend to project from the plane of the block and be constrained co-planar to it. e F ut di RA or D st 19 Exit Layout.

E op AS t c LE 22 Add geometry. - Do E PR 220 . rib T Right-click the Base block and click Make Part from Block and use the On Block option. e F ut di RA Note Creating the part does not automatically put the part into Edit Part or D mode. Right-click the new part and click Edit Part . The arcs are the same radius and their centerpoints are coincident with the endpoints of no RE the lines in the Base block. Lesson 7 SolidWorks 2012 Layout-based Assembly Design 20 Make part. Create a new sketch on the Front plane of the new part and add the y geometry shown relative to the visible block geometry. st 21 Edit Part.

rib T Return to editing the assembly. Save the part changes and return to the assembly. e 24 Open part. Add fillets of 4mm di RA to the bottom edges and a shell of 3mm. 221 . Optionally change the color of the part. t c LE 26 Assembly. The blocks move relative to Base. Drag the blocks and you will see that the motion of the layout remains intact. SolidWorks 2012 Lesson 7 Layout-based Assembly Design 23 Extrude. Extrude the sketch using Midplane to a depth of 20mm. or D st E op AS 25 Test the motion. F Right-click the new part and click ut Open Part . - Do E PR 27 Save and close the files. This is what the assembly might y look like when complete if you continue creating parts from the no RE rest of the sketch blocks.

creating “traction” between elements. or D Where to Find it While editing a sketch. but applied in the context of a sketch. Belt/Chain. e F Introducing: The Belt/Chain sketch entity simulates an animation of pulleys and ut Belt/Chain belt or sprockets and chain. select Tools. di RA Where to Find it While editing a sketch. t c LE Edit the sketch. Drag one of the pulleys to see the block motion. PR Save and close the part. Sketch Entities. The Belt/Chain sketch entity applies Traction relations automatically. Click OK. Sketch Entities. y Tip Order of selection matters. op AS The part contains a sketch with three blocks. st 1 Open a part file. each representing a pulley. Motion in they can also model gear or pulley motion. Flip the belt side on the idler. E Open pulleys from the Lesson07\Case Study\Blocks folder. - Do E 4 Rotate. Traction . Select the three blocks from right to left as the Belt Members. 2 Insert the belt. and select Tools. select Add Relation. Belt/Chain. the feature assumes a clockwise sequence and snakes the belt accordingly. 222 . Introducing: A Traction relation applies friction between elements (blocks) in a Traction Relation sketch to achieve mechanical motion. Lesson 7 SolidWorks 2012 Layout-based Assembly Design Gear and Pulley In addition to the flexibility we have already seen when using blocks. as shown. This is similar to the gear/ rib T Blocks pulley and rack/pinion mates we have already seen. no RE 3 Belt side.

Do E Save and close the part. Edit the sketch. Click OK. and create three blocks. e The part contains a sketch with three F circles and some construction geometry. Open gears from the Lesson07\Case rib T Study\Blocks folder. Add a relation to the right circle (block) to make it concentric with the origin. or D Tip Drag the block slightly off the origin first to make selection easier. ut di RA 6 Blocks. each consisting of one circle and its two diametric construction lines. SolidWorks 2012 Lesson 7 Layout-based Assembly Design 5 Open a part file. Repeat for the other contacting circle pair. E op AS t c LE y no RE 8 Motion. - Rotate one of the gears by dragging. st 7 Traction relation. PR 223 . The blocks need to be created. Insert a Traction relation between two of the blocks.

Lesson 7 SolidWorks 2012 Layout-based Assembly Design rib T e F ut di RA or D st E op AS t c LE y no RE - Do E PR 224 .

SolidWorks 2012 Exercise 20 Stick Blocks Exercise 20: Create the cutting mechanism using “stick” Stick Blocks blocks from lines and circles. Create st a layout. op AS t c LE y no RE - Do E PR 225 . E 2 New blocks. Create a new assembly file using the Assembly_MM template. Create new blocks using the individual sketches as shown below. rib T This lab reinforces the following skills: e I Using Local Blocks on page 213 F I Mechanical Motion with Blocks on ut page 215 di RA Units: millimeters Procedure Use the following procedure: or D 1 New assembly.

Exercise 20 SolidWorks 2012 Stick Blocks 3 Connect blocks. Connect the blocks as shown below and drag to display the motion. op AS t c LE y no RE - Do E PR 226 . rib T e F ut di RA or D st E 4 Save and close the files.

Add the additional blocks no RE (Sketch-Block2 . Color the blocks to distinguish them. op AS Insert the Sketch-Block1 file. t c LE y 3 Additional blocks. SolidWorks 2012 Exercise 21 Inserting Blocks Exercise 21: Insert existing blocks and Inserting connect them to create a rib T Blocks representation of a backhoe mechanism. Create a new assembly file using the Assembly_MM template. Add relations to them as shown. e F This lab reinforces the ut following skills: di RA I Inserting Blocks on page 217 I Mechanical Motion with Blocks on page 215 Units: millimeters or D Procedure Use the following procedure: st 1 New assembly. Insert sketch block. - Do E PR 227 . Create E 2 a layout.Sketch- Block7) to the sketch. fully constraining to the origin it as shown.

once at full scale and at 0. t c LE y no RE - Do E PR 228 . 6 Save and close the files. di RA or D Block Scale 0. Exercise 21 SolidWorks 2012 Inserting Blocks 4 Sketch geometry. Insert Sketch-Block8 two rib T times. Change the E dimensions to move the components as op AS shown.7 st 5 Changes. Add e construction lines with F Collinear relations and ut dimensions.7 scale as shown.

I Creating a Part from a Block on page 219 Units: millimeters or D st Procedure Use the following procedure: 1 New assembly. E Create a new assembly file using the Assembly_MM template. Save the sketches as blocks and insert the blocks into the layout. Create a layout. Making Blocks This lab reinforces the following skills: rib T I Using Local Blocks on page 213 e I Mechanical Motion with Blocks on F page 215 ut I Saving a Block on page 215. op AS 2 New blocks. di RA I Inserting Blocks on page 217. Create new blocks by creating sketches in a part as shown below. t c LE y no RE - Do E PR 229 . SolidWorks 2012 Exercise 22 Making Blocks Exercise 22: Create this mechanism using blocks.

t c LE 5 Save and close the files. Use your own dimensions. rib T e F ut di RA or D st E op AS 4 Internal parts. Use Make Part from Block to create internal parts. Exercise 22 SolidWorks 2012 Making Blocks 3 Connect blocks. y no RE - Do E PR 230 . Connect the blocks as shown below and drag to display the motion.

or D Open Sketches_to_Blocks from the st Lesson07\Exercises folder. t c LE Insert the blocks and connect them as shown. rib T Traction This lab reinforces the following skills: e I Saving a Block on page 215 F I Introducing: Belt/Chain on page 222 ut I Introducing: Traction Relation on di RA page 222 Units: millimeters Procedure Use the following procedure: 1 Open a part file. y no RE 3 Belt. op AS 2 New part. Save the entities from E each sketch as a new block. Use the name of the sketch as the name of the block. Add a Belt/Chain between - the blocks shown. SolidWorks 2012 Exercise 23 Belts and Traction Exercise 23: Create these blocks from sketches and Belts and use them with a belt/chain and traction. Create a new part file using the Part_MM template. Do E PR 231 .

Exercise 23 SolidWorks 2012 Belts and Traction 4 Test belt. 7 Driving belt. 8 Save and close the files. or D Rotate Block-Idler to turn Block-Large_Pulley and st the belt. Connect Block- no RE Small_Pulley to the line of Block-Frame with a coincident relation as shown. F ut Add Block-Idler to the sketch with a Traction di RA relation. 5 Rotate idler. 232 . Rotate Block- rib T Small_Pulley or Block- Large_Pulley to test the e belt. Delete the belt. Delete the t c LE coincident relation between Block-Small_Pulley and the endpoint of Block- y Frame. E op AS 6 Delete belt and relation. - Add a new Belt/Chain Do E using the Driving option with a belt length of PR 150mm.

y I Create a SpeedPak configuration. I Modify the structure of an assembly. I Use Assembly Visualization to create display states. you will be able to: I Configure large assembly mode options. rib T e F ut di RA Lesson 8 or D Large Assemblies st E op AS Upon successful completion of this lesson. no RE I Simplify assembly components with Defeature. t c LE I Take advantage of lightweight components. I Take advantage of Large Design Review. - Do E PR 233 . I Use advanced selection techniques.

y I Modifying the Structure of an Assembly The structure of an assembly has an impact on how easily it can be no RE edited. They must be fully loaded (resolved) to perform some operations. you can create “simplified” configurations of parts. op AS I Simplified Configurations Using assembly configurations (Lesson 4: Using Configurations with Assemblies). select components and form a new sub-assembly. and drag and drop components into or out of sub-assemblies. The threshold for st the number of components is user defined. You can dissolve a sub-assembly. you can remove details from a part or assembly to simplify the graphics and improve performance. t c LE I Defeature With the Defeature tool. I SpeedPak E The SpeedPak configuration reduces the file size of a sub-assembly by reducing the assembly to selectable faces. hidden and suppressed components. PR 234 . di RA I Lightweight Components Lightweight components offer reduced file sizes on open to increase speed. ut Each of these topics corresponds to a section in the lesson. There are a number of tools that allow you to manage and modify the organizational structure of an assembly. I Large Assembly Mode or D The large assembly mode invokes a set of options based on an assembly with the minimum number of components. Lesson 8 SolidWorks 2012 Large Assemblies Large Working with a large assembly requires a strategy to minimize the time Assemblies required to load and edit the components in the assembly. Do E while still retaining capabilities that are useful when conducting design reviews of assemblies. The simplified geometry reduces the load when opening or editing the assembly. - I Large Design Review Large Design Review lets you open very large assemblies quickly. There are rib T several strategies offered using lightweight. sub- assemblies and the top level assembly. e F Key Topics Some of the key topics in this lesson are shown in the following list.

SolidWorks 2012 Lesson 8 Large Assemblies Lightweight Lightweight components are a key factor in improving the performance Components of large assemblies. A op AS resolved component is fully loaded into memory and can be edited. The opposite of a lightweight component is a resolved component. This setting controls how lightweight parts are treated when they have been changed - since the assembly was saved. di RA I Maintain placement. faces or vertices selected or mated to. Indicate or Always Resolve. Components I By changing the t c LE Automatically load components lightweight setting on the Performance y page of Tools. e The lightweight component can: F I Speed up assembly work. I Be moved and rotated. I Have Mass Properties or Interference Detection performed on or D them. st Lightweight components cannot: E I Be edited. I Have their edges. Lightweight components only load selected rib T information into memory. 235 . Do E The option Resolve lightweight components can be set to Always or Prompt. This setting determines what happens when PR you perform an operation that requires resolved components. I Keep orientation. I Be displayed in shaded. Options. no RE The option Check out-of- date lightweight components can be set to Don’t check. ut I Keep mates intact. I Show their features in the FeatureManager design tree. hidden line or wireframe modes. System Options. Creating There are various ways to open assemblies as lightweight: Lightweight I Select Lightweight for Mode on the Open dialog box.

or D Right-click the top-level Right-click the top-level st component of the assembly and component of the assembly and click Set Lightweight to click Set Resolved to E Resolved. This PR way you will automatically reap the benefits of working with lightweight components. On those few occasions when you want to open an assembly as resolved. Set your system options so that components in assemblies are loaded as lightweight by default. including those in sub- Lightweight. e F Set Lightweight to Resolved Set Resolved to Lightweight ut Double-click the component in di RA the graphics area. sub-assemblies. This includes all t c LE part components inside any sub-assembly. Lightweight components are indicated with a feather symbol over the component y icon in the FeatureManager design tree. all part components are listed with lightweight status. lightweight components can be resolved. Lesson 8 SolidWorks 2012 Large Assemblies After the Once the assembly is open. It will auto- matically be resolved. 236 . you can always select Resolved for Mode on the Open dialog box. Right-click the component and Right-click the component and click Set to Resolved from the click Set to Lightweight from shortcut menu. Indicators of When an assembly is loaded as Lightweight Status lightweight. resolved components can be changed to lightweight. no RE - Note Out-of-date lightweight parts are indicated per the settings Do E Performance page of System Options. the shortcut menu. Assembly is Open Similarly. There rib T are several ways to do this. including those in op AS assemblies. This sets all of the resolved components to lightweight. This resolves all of the lightweight components. Best Practice Use lightweight assemblies.

op AS I By changing the settings under Large assemblies on the Assemblies page of Tools. suppressed. See Comparison of Components Suppression States in e the online help for a table that summarizes the behavior of assembly F components in each of the four states. or hidden. appropriate settings are chosen to make the large assembly or D faster. The threshold for components should be set so that all large assemblies trigger this mode. I Suspend automatic rebuild Defers the update of assemblies. sketches. Large Assembly When opening an assembly with Mode Large Assembly Mode active. so you can make many changes. then rebuild the assembly once. annotations. There are various ways to open st assemblies in Large Assembly Mode: E I Select Large Assembly Mode for Mode on the Open dialog box. If the display mode of the assembly is Shaded with Edges. curves. The settings on the Assemblies page of System Options are then used for the large assembly. Each of these states has rib T implications on system performance and on what operations you are able to perform. axes. Component States lightweight. but using Large Assembly Mode is Do E better. System Options. I Hide all planes. Options. - Tip Using Lightweight mode is good. I Do not display edges in shaded mode no RE Turns off edges in shaded mode. SolidWorks 2012 Lesson 8 Large Assemblies Comparison of Components in an assembly can exist in one of four states: resolved. y Selects Hide All Types on the View menu. it changes to Shaded. Some of the settings include: I Do not save auto recover info t c LE Disables automatic save of your model. ut di RA Note See Using SpeedPak on page 244 for another configuration variant. PR 237 . etc. Large Assembly Mode includes additional settings to improve performance.

Tip You create display states to hide components to improve graphical performance and improve the performance of opening assemblies when you select Do not load hidden components on the Open dialog box. E op AS t c LE y no RE - Do E 3 Display state. e F Click OK. st Use the configuration Default. or D 2 Open an assembly file. rib T Set the Large Assembly Threshold to 100. 238 . Lesson 8 SolidWorks 2012 Large Assemblies 1 Threshold. ut di RA Note The assembly used in this lesson is large enough to display the techniques used with large assemblies but small enough to be practical in the classroom. PR Rename it to No Hardware. Click Open. Right-click in the ConfigurationManager and click Add Display State. Open Full_Grill_Assembly from the Lesson08\Case Study folder.

The original display state. includes all y the hardware. Click Select . 239 . rib T e F ut di RA or D st E op AS 5 Hide. but not crossing. Right-click the components and click Hide Components to hide the selected fastener components in the No Hardware t c LE display state. Default_Display State-1. the PR window boundary. so the copy hides all the Toolbox components. State-1 State-1 Add a new display state and rename it Support under the same Default configuration. The new display state is copied from the active one. Select Toolbox. SolidWorks 2012 Lesson 8 Large Assemblies 4 Advanced Select. Do E Drag from left to right to select everything through the depth that is within. - 7 Drag select. No Hardware. Default_Display New Display no RE 6 New display state.

t c LE y no RE - Do E PR 240 . rib T e F ut di RA 9 Display State. Click Select . Click off the model to select. Volume Select. or D st E op AS 10 Volume select. Hide the selected components. Lesson 8 SolidWorks 2012 Large Assemblies 8 Hide. Change to the Front view. Drag from left to right to select the covers. Activate the No Hardware display state. Adjust the selections using the arrows as shown. Add a new display state and rename it Cooking Area.

- Do E PR 241 . op AS Click Assembly > Show Hidden Components and temporarily all the hidden components reappear as the visible t c LE components are hidden. st E 13 Add display state. 15 Exit show hidden. Right-click in the graphics area rib T and click Invert Selection. Create a new display state Cooking Area&Controls. or D Hide any other components that may have been missed. They disappear as they are no RE selected. Click Exit Show-Hidden to show the selected components and complete the process. 14 Show hidden. Select control panel and y other components. SolidWorks 2012 Lesson 8 Large Assemblies 11 Invert. e Hide the selected items. F ut di RA 12 Hide.

Because Link Display States e to Configurations is on. no RE - Do E PR Hide or show any additional components to look as shown above. you can unload hidden components. the F associated display state Display ut State-1 is activated with the di RA configuration. I Shortcut Menu: Right-click the assembly in the FeatureManager op AS design tree and click Unload Hidden Components 17 Unlink display states. All of Components the components that are hidden in the current display state are removed E Where to Find It from memory. Show any hidden components from the y Support_Frame_End \ side_table_shelf_&_burners sub-assembly. or D st Unloading Hidden To free system resources. 242 . Clear Link Display States to Configurations and activate the t c LE display state Support. Lesson 8 SolidWorks 2012 Large Assemblies 16 Switch configurations. Return to the ConfigurationManager rib T and make the Full configuration active.

- Do E PR 243 . expanding or D several levels if required. op AS Right-click range_burner_insert and click Select Sub Assembly. it is often difficult to locate components Item into View graphically. Right-click and click Open Assembly. One way is to use Scroll selected item into view. System Options. When this option is enabled. t c LE y 20 Open component. F ut Save the assembly. di RA Scroll Selected In a large assembly. Scroll selected item into view E 19 Select Sub-assembly. FeatureManager. click double_range_burner-1. From the dialog listing three options. selecting a piece of geometry in the graphics window highlights it in the FeatureManager design tree. SolidWorks 2012 Lesson 8 Large Assemblies 18 Unload hidden components. no RE Locate the double_range_burner-1 component in the FeatureManager design tree. Although many components have been hidden and shown. they are all rib T loaded into memory. st Where to Find It I Menu Bar: Options . Right-click the top level component and click Unload Hidden e Components.

The sliders are for Faces to Include or Bodies to Include . Where to Find It I Shortcut Menu: Right-click in the ConfigurationManager and click Add SpeedPak - Do E PR 244 . Lesson 8 SolidWorks 2012 Large Assemblies Using The SpeedPak is a special configuration using a simplified SpeedPak representation of an assembly that maintains references. Enable Quick Include Results or D st E op AS t c LE y no RE Note SpeedPak configurations are marked with the icon. di RA Quick Include The Enable Quick Include button allows you to use a slider to determine the amount of detail included. e F Including Faces To minimize the size of the assembly. It is simplified rib T by identifying the selectable Faces to Include or Bodies to Include in the assembly. the minimum selections can be ut just the faces required to mate the component into an assembly.

- Note Only the identified faces (and edges of those faces) can be selected in Do E the SpeedPak. PR 23 Save the file. rib T Create a new configuration named Reduced. Return to the main assembly. 22 Using the SpeedPak. ut di RA or D st E op AS Click OK. Save but do not close the assembly. 245 . Right-click in the ConfigurationManager and e click Add SpeedPak. a white circle erases unselectable geometry. t c LE Right-click double_range_burner and y click Component Properties. Click in Faces to Include F and select the three faces as shown. Save and close the sub-assembly. SolidWorks 2012 Lesson 8 Large Assemblies 21 Adding a SpeedPak. As you move the cursor. Select Reduced_speedpak as the reference configuration and no RE click OK.

Typically. or D st Before After E Where to Find It I Menu: Tools. Do E Motion is not required for this sub-assembly so click Next .step 1: Components. Defeature. you want to consider the faces that you need to mate with. PR 27 Defeature . no selections are necessary so click Next . no RE Under Remove.) You can then share the new file without revealing all the e design details of the model. choose Selected components and select the four screws and two gaskets from the flyout FeatureManager design tree. Open the Burner_Plate sub-assembly in its own window and show all of the hidden components. Lesson 8 SolidWorks 2012 Large Assemblies Defeature With the Defeature tool.step 2: Motion. 246 . solids without feature definition or history. - 26 Defeature . An additional benefit is that using F simplified models improves performance by simplifying the graphics ut and reducing rebuild times. For this assembly. Click Tools. Select any holes or features you want to retain. t c LE y 25 Defeature . Click Next .step 3: To Keep. Defeature op AS 24 Open an assembly file. The new file has the same mass and center di RA of gravity as assigned mass properties. you can remove details from a part or assembly and save the results to a new file in which the details are rib T replaced by dumb solids (that is.

Type Defeature_Burner for File name and click Save. - Click OK. Select Defeature_Burner for With this one.sldprt 1 part op AS 26 mates in this assembly 0 mates in this part 50. e Click Next . SolidWorks 2012 Lesson 8 Large Assemblies 28 Defeature . 30 Replace component. Rotate the assembly to view the preview from different orientations. di RA Under Results. Do E PR 247 . F 29 Defeature . There are fewer holes and no screws. Here is a comparison of the assembly and the part: st E Burner_Plate.Feature Removal ut Complete. click Save the model as a separate file and click OK. you could select them now.sldasm 10 parts Defeature_Burner. Click Re-attach mates.step 4: To Remove. Return to the main assembly. If rib T any holes or features were not removed. The resultant part has three solid bodies or D and no editable features.000+ triangles in an STL file 10.000+ triangles in an STL file Note The number of triangles in an STL file is shown to give an idea of the t c LE complexity of the geometry for graphical performance reasons. y Right-click the Burner_Plate sub-assembly and no RE click Replace Components. The Burner_Plate sub-assembly appears in the Replace these component(s) field.

Click OK when you replace the entities for all three mates. Expand the mates and select the e replacement faces for each one. planar ut face (2). reducing graphical complexity and or D improving performance. 1 2 3 The grill assembly now includes the simplified part. and a cylindrical face (3) as di RA shown in the image. t c LE y no RE - Do E PR 248 . The Mated Entities dialog appears to rib T assist in re-attaching the failed mates. Save but do not close the assembly. Lesson 8 SolidWorks 2012 Large Assemblies 31 Mated entities. You need F to select a cylindrical face (1). st E op AS 32 Save the file.

One approach is to rib T with Large remove components from the assembly by suppressing them. Another is to make simpler versions of the components and use them in place of e Assemblies the “full” versions. Tip Suppressing a component also suppresses the mates associated with that component. chamfers or small detail features. it can increase the speed of the assembly. The small assembly below illustrates the process. Since suppressed components di RA are not loaded. t c LE y no RE - Do E PR Default Simplified 249 . Usually the suppressed features are fillets. The simplified part op AS configuration suppresses all detail features that are not required to use the component in the assembly. or D lightweight and hidden components. See Comparison of Components Suppression States in the online help for more information on the impact of suppression. Simplified E Configurations The Simplified Configurations approach to large assemblies is to create “simplified” configurations of the components in the assembly (see Tips for Faster Assemblies on page 260). F ut Suppressing This method “removes” components from the sub-assemblies and the Components top level assembly by suppressing them. See Lesson 4: Using Configurations with Assemblies for more st information about creating assembly configurations. SolidWorks 2012 Lesson 8 Large Assemblies Using Configurations of the component parts. sub-assemblies and the top Configurations level assembly make large assemblies faster.

F ut Advanced Open The options of the Configure Document dialog are explained below. I Insert a new. Component. I New configuration showing all referenced models. you can use Insert. Do E I Drag to reorder components within an assembly or sub-assembly. This will PR Sub-assembly move the components up one level in the assembly hierarchy. empty sub-assembly in an assembly. You can use this method to create the simplified configuration of an assembly provided the e individual parts have been simplified. sometimes you need to change the level of a no RE component. To create a new. I New configuration E showing assembly structure only. you can use Form New Sub-assembly. On the Open dialog. Opens the currently selected configuration. Lesson 8 SolidWorks 2012 Large Assemblies Advanced Open There are several Advanced options available when opening an existing assembly. New Assembly. empty sub-assembly. Creating a New To gather components into a new sub-assembly that resides in the main Sub-assembly assembly. Saves it under the op AS Configuration name. Modifying the If you have the foresight. There are tools that allow you to manage and modify the organizational structure of an assembly. Opens and suppresses all the components. it is always best to place components into the y Structure of an proper level of the assembly (at the top level or in a sub-assembly). and form a new sub-assembly. you can: I Dissolve a sub-assembly. I Select components. select <Advanced> from rib T the Configurations menu and click Open. - I Drag and drop components into or out of sub-assemblies. Options di RA I Open currently selected configuration. 250 . The new sub- with Components assembly exists in the main assembly and as an assembly in its own right. or D Opens and resolves all the components. Searches for part configurations matching the Configuration name t c LE (Simplified or your input) and makes them active. I Use specified configuration for part references when available. Specifically. Dissolving a You can dissolve a sub-assembly into individual components. Assembly Despite your best plans. Saves it under st the Configuration name.

Tools. The process of promoting or demoting components is accomplished in t c LE several ways. component parts will be dragged and dropped into an existing sub-assembly. and therefore requires a no RE lot of scrolling. Finally. e When you reorganize the components at any level. I Moving a fixed component from a sub-assembly to the top-level E I assembly may over define the top-level assembly. A message will appear to inform you op AS of this. Moving the component that is the seed for a component pattern will delete the component pattern. They can also be moved between sub- rib T Components assemblies. SolidWorks 2012 Lesson 8 Large Assemblies Promoting and Components can be moved from the main assembly to a sub-assembly Demoting by dragging and dropping them. Features that have external references will be deleted if the referenced component moves. the mates and any F features that reference the selected components are affected. A couple of points to keep in mind when reorganizing components are: I Mates of the component move to the mate group of the lowest common parent assembly. - Do E PR 251 . I Component pattern instances cannot be moved. Therefore. Reorganize Components can be easier to use when the FeatureManager design tree is very long. or from a sub-assembly to the top level assembly. Drag and drop can also be employed for this purpose. or D I Moving a fixed component from the top-level of the assembly hierarchy down into a sub-assembly can leave the main assembly st free to float in space. A message will appear to inform you of this. In this example. The commands Form New Sub-assembly Here and Dissolve Sub-assembly both force components to move within the y hierarchy. ut decisions about hierarchical groupings should be made early in development of a complex assembly to minimize the effects on these di RA items.

a common problem is that fixed components may cause errors. - Do E PR 252 . All Configurations. ut di RA 1 Configuration and display state. As the components are moved to the top level assembly. You can select one or Drag and Drop rib T more components using the Ctrl or Shift keys. This resolves the assembly and components within it. Right-click the Upper_Cover sub-assembly and click Dissolve Sub-assembly. op AS Where to Find It I Menu: Select a sub-assembly and click Edit. Right-click the Full Grill Assembly top level assembly and click Set or D Lightweight to Resolved. The F components become part of that sub-assembly. Dissolve Assembly I Shortcut Menu: Right-click a sub-assembly and click Dissolve Sub-assembly t c LE 3 Dissolve. Right-click Rebuilt_Top_Cover and click Float. 2 Resolve. Display all of the components in the Upper_Cover assembly. no RE 4 Float. and move them in a single operation. The cursor will appear with the marker as the e components are dragged and dropped onto a sub-assembly. st Introducing: Dissolve Sub- assembly E The Dissolve Sub-assembly option brings components up one level in the assembly structure. Lesson 8 SolidWorks 2012 Large Assemblies Reorganize One way to move components from one assembly to another is to drag Components Using and drop them in the FeatureManager design tree. Activate the Default configuration and the Cooking Area display state. The errors are gone. The component y parts are placed in to the top level assembly at the bottom of the FeatureManager design tree. There are errors.

SolidWorks 2012 Lesson 8 Large Assemblies Introducing: Form Form New Sub-assembly Here creates a new assembly using one or New Sub-assembly more selected components in the current assembly. By default. or D 6 Drag and Drop Part Components. Name the new sub-assembly Grill_Top&Bottom. and both hinge and hinge_female components as shown. Drag them into Grill_Top&Bottom. st Select handle_front_mount. the order of the components in the FeatureManager design tree determines the order of the items in the BOM in an assembly drawing. Right-click lower_grill and click Form New Sub-assembly Here. Assembly from [Selected] Components ut I Shortcut Menu: Right-click one or more components and click Form New Subassembly Here di RA 5 New sub-assembly. F Component. Rebuilt_Top_Cover. E cook_grate. Here rib T e Where to Find It I Menu: Select one or more components and click Insert. 253 . rock_grate. op AS t c LE y no RE - Do E PR Tip The same method used to drag and drop components into sub-assemblies reorders components within an assembly.

They are moved into the folder. - 9 Component Properties. Do E Right-click the Grill_Top&Bottom sub-assembly and click Component Properties. ut di RA 7 Drag into folder. no RE Where to Find It I Shortcut Menu: Right-click a sub-assembly and click Component Properties . Lesson 8 SolidWorks 2012 Large Assemblies Using Folders Folders can organize components and shorten the FeatureManager design tree. Sub-assembly t c LE Sub-assemblies are added to the main assembly as rigid components. Change the Solve as option to Rigid or Flexible. y Tip The editing performance of flexible sub-assemblies is slower than that of rigid sub-assemblies. PR Tip Notice the FeatureManager design tree now shows a new icon for this sub-assembly. Change the Solve as state from Rigid to Flexible. e F Tip Create New Folder creates a new folder in a part or assembly tree. Folders organize components that are related but do not constitute a sub-assembly. rib T but it does not change the assembly structure. Drag the Hardware folder onto the op AS last component before the Mates folder. indicating its flexible state. Choose rigid unless flexible is required. Click OK. Components can be dragged and dropped into the folder. or D st E 8 Move folder. You can change the sub-assembly to flexible to allow motion. Select and drag the washers. 254 . Solving They can move as a group but motion of the individual components is blocked. nuts and screws at the bottom of the FeatureManager design tree into the Hardware folder. The folder is moved to the last position in the tree.

Where to Find It I CommandManager: Evaluate > Assembly Visualization I Menu: Tools. SolidWorks 2012 Lesson 8 Large Assemblies 10 Drag. Right-click the Grill_Top&Bottom sub-assembly and open it. E op AS 12 Save and close the files. You can also sort by custom - properties and add or delete columns. t c LE Assembly Assembly Visualization provides Visualization different ways to display and sort an assembly’s components. Assembly Visualization 255 . Save and close the assembly. Drag the Rebuilt_Top_Cover sub-assembly to rib T move it. Right-click the lower_grill component and or D click Fix. e Note You can not edit a flexible sub-assembly in F context or add equations to external features. di RA 11 Float and fix in sub-assembly. the software applies colors to the components based on the value of the property you are sorting by. Do E In the graphics area. PR You can save the colored assembly as a display state. The list y provides an alternative to the FeatureManager design tree. The colors help you visualize the relative value of the property for each component. You can no RE sort the list using basic numerical data such as mass or volume or you can create customized criteria which are dependent on several numerical values. Return to the st main assembly. The sub-assembly must be rigid for these ut operations.

rib T Click Open . - Do E PR 256 . depending on the relative mass.A or D new tab appears next to the st ConfigurationManager. The graphics area displays the components in a color ranging from red to blue. but do not click open yet. browse to Full_Grill_Assembly. the components are sorted alphabetically. y The lengths of all the other bars are calculated as a percentage of the no RE highest value. Initially. Click the Mass heading twice to sort the components by mass from largest to smallest. Lesson 8 SolidWorks 2012 Large Assemblies 13 Open an assembly file. 14 Assembly Visualization. Click Open. 16 Display. di RA Set Configurations to Default and Display States to Default_Display State-1. E op AS 15 Sort. Notice the value bars on t c LE the names of the components. The longest bar is applied to the component with the highest value. Click Assembly Visualization . e F Set Mode to Resolved because Assembly Visualization gives ut accurate results with resolved components. Click the color bar to the left of the list of components.

All of the lighter. When you open an assembly in Large Design Review mode. Click the right facing arrow in the header as shown in the image. These e components have a lower mass relative F to the rest of the assembly. 20 Save and close the files. Select all rib T the components from Pan Cross Head to the last component Hex Nut. 18 Hide. Notice how ut multiple instances of a component are di RA grouped together. presumably smaller. SolidWorks 2012 Lesson 8 Large Assemblies 17 Select. t c LE y Large Design Large Design Review lets you open very large assemblies quickly. Rename Visualization Display State-1 to Large Mass in the ConfigurationManager. st E 19 Display state. edit. components or D are hidden. Scroll to the bottom of the list. you can: I Navigate the FeatureManager design tree I Measure distances I Create cross sections - I Hide and show components Do E I Create. Review while still retaining capabilities that are useful when conducting design no RE reviews of assemblies. Click op AS Add Display State. and play back walk-throughs I Create snapshots with comments Selectively open components PR I 257 . Right-click the selected components and click Hide components .

F ut Where to Find It I Open dialog box: Select Large Design Review for Mode di RA I CommandManager: Large Design Review tab for various functions you can access in Large Design Review mode 21 Open an assembly file. Lesson 8 SolidWorks 2012 Large Assemblies Large Design Review mode is intended as an environment for quick reviews. 258 . Click OK. For greater access to the details of the assembly. browse to Full_Grill_Assembly. t c LE 23 Review hardware. Large Design Review mode displays the op AS graphics for the last-saved configuration of a part. Expand the Hardware folder and note that the parts in the folder have a warning because they y use inactive configurations. This message appears if there are parts that use a configuration other than the last- saved one. This section view offers a glimpse inside the grill. st 22 Inactive configurations. E A message states. Change to the YZ plane and click OK. no RE Click Measure . Click the planar face above and the planar face below the propane tank to - measure the distance between the faces. Click Open . Graphics data might be out of date for the flagged components because these components reference inactive configurations. PR 25 Section view. Do E Press Esc to turn off Measure. Click OK. The FeatureManager design tree does not include many details rib T other than the structure of the assembly. Click Section view . Set Mode to Large Design Review and click Open. For example. but do not click or D open yet. you cannot edit components or mates. A message states that measurements are approximate in Large Design Review mode. e you must open the assembly components. 24 Measure.

Right-click Grill_Top&Bottom and click Isolate. then click Save and Close. E Type Here is a look inside the grill. Right-click the Section snapshot and click Comment. op AS 29 Isolate. The Home snapshot cannot be modified. The section view is turned off and you see the entire assembly. t c LE Click Take Snapshot . st 28 Comment. Click Take Snapshot . rib T 27 DisplayManager. Switch to the FeatureManager design tree. Type TopBottom for the name and click OK. e Switch to the DisplayManager and F expand Snapshots in the tree. y Click Exit Isolate to display all the components again. It is there to provide a means for you to return to the or D original display. Hover over the Clearance snapshot to see the comment. no RE - Do E PR 259 . SolidWorks 2012 Lesson 8 Large Assemblies 26 Snapshot. Type Section for the name and click OK. ut Double-click Home to display that di RA snapshot.

You can edit sub-assemblies in their own window. Switch to the DisplayManager and double-click the TopBottom rib T snapshot. I Facilitates reuse of sub-assemblies. E op AS Tips for Faster Whether your assembly is large or small. e Select all of the components in the graphics area. t c LE I Sub-assembly breakdown Multiple sub-assemblies should be used in place of multiple component parts. both of which contribute to the overall time it takes you to work in SolidWorks. PR 260 . I A message appears to inform you that hidden components are not or D loaded into memory. Advantages include: y I Facilitates multi-user design environments. I The selected components are loaded into memory. You can see their st features and mates in the FeatureManager design tree. 31 Save and close the files. In the dialog box. Placing the majority of mates in - sub-assemblies instead of the top-level assembly allows the top-level Do E assembly to solve faster. Parts grouped as sub-assemblies can be easily reused in other assemblies. there are best practices to Assemblies follow to create efficient and faster parts and assemblies. Sub-assemblies are smaller and less complicated than the main assembly. di RA Notice the changes: I The assembly is no longer in Large Design Review mode. Faster means both opening speed and editing speed. Separate members of the design team can work on no RE individual sub-assemblies. I Reduces top-level mates. I The CommandManager tabs change to appear as they do for any other assembly. Click Selective F Open . click Selected components and click ut Open Selected. I Eases sub-assembly editing. Lesson 8 SolidWorks 2012 Large Assemblies 30 Selective Open.

The versions can or D differ by the number of st components. Selecting that configuration selects all the part configurations contained within it. The remaining model data is loaded on an as-needed basis. t c LE I Lightweight components Lightweight components improve performance when working with assemblies because only a subset of the model data is loaded into y memory. the visibility of the components. - I Graphical appearance Do E There are many functions that can enhance the appearance of an assembly. then turn them on to create presentations or your final output. 261 . or the E configurations of the components. PR Consider reducing your use of these functions while creating and editing an assembly. shadows. and so on. textures. I Files saved in earlier releases Be sure to save all component files in the latest release of the SolidWorks software. the greater the performance no RE gain. including: RealView graphics. e F ut di RA I Configurations Configurations of the assembly and sub-assemblies create different versions of a product. SolidWorks 2012 Lesson 8 Large Assemblies I Using Component Patterns Patterns save editing time at the rib T part and assembly level. A point to note is: the larger the assembly. For more information see Lightweight Components on page 235. One assembly configuration could contain op AS simplified configurations of part components. Files saved in earlier releases open and rebuild slower.

t c LE y no RE Do not suppress those features that are required for mating and - interference detection. E op AS Fillets and chamfers are often the easiest features to identify and suppress. A bolt with revolved st threads is 30 times larger. di RA For comparison purposes. Do E PR 262 . a bolt with full helical threads is over 100 or D times larger in file size than a bolt with no threads. Lesson 8 SolidWorks 2012 Large Assemblies I Suppress unnecessary detail Use part configurations to rib T represent models in a e simplified state by F suppressing details that are ut not critical in the assembly.

and rotate) in assemblies. the di RA faster the performance. SolidWorks 2012 Lesson 8 Large Assemblies I System Options and Document Properties Some options affect assembly performance. Turn this option off when you do not need it to improve performance. I System Options. and draft views in drawings. Performance. Level of detail Set st the slider to Off or from More (slower) to Less (faster) to specify the level of detail during dynamic E view operations (zoom. the application performs more error checks when you create or edit features. e Image Quality. pan. including: rib T I Document Properties. multi-body parts. 263 . Verification on rebuild. the feature is suppressed and the mate will PR fail. For example. These F settings affect the performance of an assembly. y Create the mates using the simplified configurations of the parts. assume that the no RE highlighted cylindrical face is used in a mate. When op AS selected. Mate Entity Choices Avoid mating to faces that may be suppressed in other configurations. I System Options. Mate Mates are required in all assemblies to restrict the movement of Considerations components. or D Performance. Here are some considerations on what to select and what t c LE to avoid. - Do E In the simplified configuration. ut The coarser the display.

significantly reducing the loading time. In this example. Lesson 8 SolidWorks 2012 Large Assemblies Excessive Mates Some mates are required. Components rib T that are not fully defined may be acceptable. ut di RA or D st Drawing E Considerations Drawings of large assemblies offer more challenges. The same issues with opening and loading the op AS components of the assembly can happen at the drawing level. see the SolidWorks Drawings manual. A Lightweight Drawing can be set to not load the hidden models. the bolt is free to spin. The best solution is a Lightweight Drawing. some operations. but those that are excessive should be avoided. e Adding a parallel mate to prevent the F spinning would be excessive. Also. y no RE - Do E PR For more information about lightweight drawings. such as manually adding dimensions and annotations can be performed t c LE without loading the models. 264 .

Display State Create a display state that hides No_Fastener all Fastener components in the assembly. This lab uses the following skills: e with Display F States and I Bulk Selection Tools on ut SpeedPak page 146 I Lightweight Components on di RA page 235 I Large Assembly Mode on page 237 I Using SpeedPak on page 244 or D st Procedure Open the assembly Large from the Lesson08\Exercises\ Large_Assembly folder. Show op AS Hidden Components and other selection techniques with Hide and Show Components. Invert Selection. Direct Select. SolidWorks 2012 Exercise 24 Large Assemblies with Display States and SpeedPak Exercise 24: Create a series of display states Large and a SpeedPak configuration rib T Assemblies for this large assembly. Tip E Use Select Toolbox. Create the following Display States. PR 265 . t c LE y no RE - Do E Note All display states will have fasteners hidden. Isolate.

Exercise 24 SolidWorks 2012 Large Assemblies with Display States and SpeedPak Display State Create a display state Center showing these rib T components. PR 266 . e F ut di RA Display State Create a display state Press showing only these or D components. t c LE y no RE - Display State Create a display state showing Do E Lower only these components. st E op AS Display State Create a display Upper state showing only these components.

Use e that configuration F for all instances in ut the assembly. E op AS t c LE y no RE - Do E PR 267 . select Bodies to Include and use the st related slider. SolidWorks 2012 Exercise 24 Large Assemblies with Display States and SpeedPak SpeedPak for Create a SpeedPak conveyor configuration in rib T the conveyor sub-assembly. di RA or D Tip When creating the SpeedPak.

E Create a new assembly and name it Piston&ConnRod. Piston_Head should be free to pivot. Add op AS Lower_Connecting_Rod and mate it. fully defining it. Exercise 25 SolidWorks 2012 Flexible Sub-assemblies Exercise 25: Create this assembly. t c LE y 2 Plane to plane mate. This lab uses the rib T assemblies following skills: e I Sub-assembly F Solving on ut page 254 di RA or D Procedure Use the following procedure: st 1 New assembly. - Do E PR 268 . Flexible Sub. Add Piston_Head and mate it to the upper end of no RE Upper_Connecting_Rod using a width mate. Add Upper_Connecting_Rod at the origin.

e F ut di RA 4 Axis. Open Crankshaft. op AS Mate the Right plane of the component to the Right plane of the assembly. t c LE Make sure that the component can be rotated. Create an axis using the Top and Front planes of the component. no RE 7 Mates. Set the Solve as condition to Flexible. Also. I Mate the sub-assembly to Crankshaft using a Concentric mate. fixed at the origin. The rib T assembly contains Crankshaft. y Insert the sub-assembly Piston&ConnRod into the main assembly. 269 . Open the assembly Engine. SolidWorks 2012 Exercise 25 Flexible Sub-assemblies 3 Open an assembly file. or D st E 5 Float. 6 Sub-assembly. mate the new axis of the component to the Front and Top planes of the assembly. Float the component. I Add a Coincident mate - between the Right plane Do E of Piston_Head and the Top plane of the PR assembly.

or D Drag Crankshaft to see the motion of the sub-assembly components. rib T e F ut di RA 8 Motion. Exercise 25 SolidWorks 2012 Flexible Sub-assemblies I Mate the planar sides using a width mate. st E op AS t c LE 9 Additional instances. no RE - Do E PR 10 Save and close the files. Add 3 more instances of the Piston&ConnRod sub-assembly using y Flexible. 270 .

Create a new sub-assembly that contains the following components: t c LE Main Body<1> Finger Grip<1> y Nozzle<1> no RE Nozzle<2> - 4 New Sub-assembly SUB_trigger. The components of the sub- op AS assembly are promoted to the main assembly. Its Component Properties are set to the default Solve state of Rigid. 3 New Sub-assembly SUB_body. The sub-assembly is deleted. 271 . Dissolve the sub-assembly bad_sub. Create another new sub-assembly Do E that contains the following components: PR Pull Ring<1> Plunger<1> End Cap<1> Note that the sub-assembly is treated as a single component. st Open lab_pro_dem from the Lesson08\Exercises\ Subassemblies folder E 2 Dissolve sub-assembly. SolidWorks 2012 Exercise 26 Working with Sub-assemblies Exercise 26: Dissolve sub-assemblies and add Working with new ones to change the structure rib T Sub-assemblies of this existing assembly. e This lab uses the following skills: F I Dissolving a Sub-assembly on ut page 250 di RA I Modifying the Structure of an Assembly on page 250 I Promoting and Demoting Components on page 251 I Sub-assembly Solving on page 254 or D Procedure Use the following procedure: 1 Open an assembly file.

8 Delete components. Delete the following components: t c LE Pull Ring<2> Plunger<2> y End Cap<2> no RE 9 Add a second instance. You should be able to drag Pull Ring in and out of End Cap. Remember – the order ut components are listed in the FeatureManager design tree determines the default order they will be listed in a bill of materials. Add a second instance of SUB_trigger to the main assembly. Switch back to the main assembly. Use dynamic assembly motion to test the behavior of the trigger assembly. Open the SUB_trigger assembly. Exercise 26 SolidWorks 2012 Working with Sub-assemblies 5 Open SUB_trigger. di RA 6 Test the behavior. - Do E PR 272 . or D st E op AS 7 Switch. Define its position in space by rib T adding Fix to End Cap. e Optional Reorder the components within SUB_trigger so that End Cap is listed F first in the FeatureManager design tree.

Edit the Component Properties of SUB_trigger<1>. Click the Move Component tool and st click Collision Detection. SolidWorks 2012 Exercise 26 Working with Sub-assemblies 10 Mate sub-assembly. e F ut di RA 11 Component Properties. Repeat the process for SUB_trigger<2>. Set the Solve as state to Flexible. 13 Save and close the files. t c LE y no RE - Do E PR 273 . E Make sure that Stop at collision. op AS Drag each of the Pull Ring components to the limits of their motion in both directions. Mate the second instance of rib T SUB_trigger to the main assembly. Highlight faces and Sound are enabled. or D 12 Dynamic Collision Detection.

Simplified sub-assemblies and the main assembly. 274 . e F This lab uses the following skills: ut I Simplified Configurations on page 249 di RA I Promoting and Demoting Components on page 251 I Creating a New Sub-assembly with Components on page 250 Procedure Use the following procedure: or D 1 Open an assembly file. Create three sub-assemblies using components of Compound_Vise: I Base t c LE y I Center no RE I Vise - Do E PR 3 Modify sub-assembly. E Sub-assemblies Create sub-assemblies within the assembly using Form new sub- assembly here. op AS 2 Sub-assemblies. Open the Vise sub-assembly and add a second cap screw using a Component Pattern. rib T Configurations Also. Exercise 27 SolidWorks 2012 Simplified Configurations Exercise 27: Create simplified configurations of parts. add new sub-assemblies and change the structure of this existing assembly. Open Compound_Vise from the Lesson08\Exercises\Simplified st Configurations folder.

Delete components where required. or D Perform a similar operation on the Center sub-assembly. Add a e component pattern of cap screw. E op AS center swing plate 6 Drag and drop components. t c LE Drag all four locking handle components from sub-assemblies to the top level assembly. SolidWorks 2012 Exercise 27 Simplified Configurations 4 New sub-assembly. y no RE - Do E PR 275 . Use the base swing plate sub-assembly on both sides of the part. Open the Base sub-assembly and create a new rib T sub-assembly named base swing plate from lower plate<1> and cap screw<1>. F ut di RA 5 Use sub-assemblies. adding a st center swing plate sub-assembly and using it on both sides.

Note some editing is required compound Fillet2 and Fillet3 center member t c LE y no RE - Do E PR 276 . Exercise 27 SolidWorks 2012 Simplified Configurations 7 Simplified configurations. Create configurations in each part named simplified and suppress the rib T listed features to complete it. e Component Suppress F ut cap screw threads and di RA extend features lower plate and All Fillet features. limit_text and Chamfer1 or D Saddle All fillet features st E op AS handle shaft Chamfer1 feature. upper plate notch.

compound Fillet3 and member Chamfer1 or D st E locking handle Fillet6. I base swing plate I center swing plate 277 . - Do E 8 Low level sub-assemblies. Create an assembly configuration named y simplified and use the simplified configurations of all the component no RE parts. Fillet7 and Fillet12 op AS t c LE Sub-assembly Create simplified configurations for Configurations the following sub-assemblies. SolidWorks 2012 Exercise 27 Simplified Configurations Component Suppress rib T tool holder Chamfer1 and e Chamfer2 F ut di RA upper Fillet1. The base swing plate is shown as an example. Fillet2. PR Create the configurations for the lowest level of sub-assemblies.

I Compound Vise or D 11 Save and close the files. 13 Hide and Show. y Create new display states using Hide and Show Component. using the work completed rib T above. t c LE Open the simplified configuration of the assembly using the Configurations list of the Open dialog. Name the display no RE states Base&Center and Center&Vise and use a copy of the simplified configuration. Move on to the next level of sub-assemblies. e I Base F I Center I Vise ut di RA 10 Top level assembly. At the top level assembly. create the simplified configuration using the part and sub-assembly configurations. st E op AS 12 Open simplified. - Do E PR 278 . 14 Save and close the files. Exercise 27 SolidWorks 2012 Simplified Configurations 9 Sub-assemblies.

144 hole series 39 no RE options 237 simplified 249 hole wizard 176–177 reorganize the structure 250–253 Smart Fasteners 50 in-context 8–20. 194 folders 254 in-context features 8–20. 189–190 SpeedPak 244 time dependent 44 statistics 130 Configure Component 123 find top-down design 8–20. 44 assembly features 39–46. 236. 247 reorganize 250–253 Large Design Review 257–260 resolve 236 scroll item into view 243 layout 212–221 select 146–150 symbols 23–24. 175– mirror 190–192 Configuration Publisher 128 178 modify the structure 250–253 configurations 122–132. order of components 44 break external references 24 279 . RealView 161 display pane 145 PR B display states 144–154 H belt/chain assembly features 87 drag and drop hardware 46 belt/chain sketch entities 222 mates 64 hinge mates 85 best practices 44. 236 lightweight 235–236 Smart Components 62. holes 195 component patterns 120 equations 197–200 appearances 159–168 components errors in mates 186 assemblies add 10 external references 22–32 add components 10 configure 123 op AS best practices 44. See Design Library display states 144–154 mirror 190–192 feature scope 176 edit 174–195 over defined 185 FeatureManager design tree external references 23–25 reload 181. See hole wizard hole wizard 176–177 BOM. 260– reorganize assembly hierarchy 251 hole alignment 195 264 drag selection 147 hole series 39 blocks 213–219 drill. 175–178 copy with mates 96 folders 254 belt/chain 87 counterbore. 183. 185. 38–46 rename 11 reorder 44 t c LE large 234–264 replace 180. 73–84 features y mates 64. 185. 85 unload hidden 242 assembly features 39–46. 87. join 179 F 260–264 lightweight 235–236 fasteners 46 configurations 122–132. 144 mates 64 feature palette. 189–190. 38–46 convert entities 14 file references 26. 183. 38–46 replace components 180. rib T e Index F ut di RA Symbols C E ->? 23 cam mates 85. 70–71 global variables 197 AssemblyXpert 130 dimension names 197 graphics. 17 st A edit parts in assembly 12 feature scope 176 advanced open 250 images in manual 4 in context 23 advanced select 148 comment in Large Design Review 259 mates 184–185 E alignment. 236. 89 edit ->* 24 capture mate references 72 assemblies 174–195 or D ->x 24 changes to in-context features 20 blocks 218 colors components 10. See hole wizard functions 200 feature scope 176 - hole series 39 D G Do E hole wizard 175 defeature 246 gear mates 85 assembly visualization 255 Design Library 62.

91 save as part 179 re-attach 184 virtual parts 14. parent/child 44 errors 183. 180. 189–190. 186 reload components 194 y gear 85–86 rename components 11 hinge 85 reorder in assemblies 44 inplace 12. 219 pointers 66 save as 27. assembly 255 advanced 85 re-attach mates 184 volume select 147. See hole wizard large assemblies 234–264 from blocks 219 time dependent features 44 large assembly mode 237 open from assemblies 18 top-down design 8–20. 11. 21 replace components 180. 11. 14. 180 - rack and pinion 86. 247 no RE limit 85. See virtual parts open. 72 mechanical 85 S multiple 94 save path 85 blocks 215. 91 virtual parts 9. 21 Do E screw 86 scenes 162 SmartMates 64 screw mates 86 summary 92–93 section view in Large Design PR symmetric 85 Review 258 universal joint 86 select components 146–150 view 188 select transparent entities 13 width 85 selective open 260 with Alt key 64 sensors 201–203 MateXpert 187 show hidden components 149 measure in Large Design Review 258 simplified configurations 249 mechanical mates 85–86 sketch blocks 213–219 mirror components 190–192 Smart Components 62. 240 aligned/anti-aligned 63 references cam 85. Index SolidWorks 2012 I N SolidWorks Toolbox 46 in-context features 8–20. 21 transparency 12–13 lightweight components 235–236 path mates 85 st limit mates 85. 89 patterns of components 120 U linear coupler mates 85 performance options 235 universal joint mates 86 lock external references 24 pointers for mates 66 unload hidden components 242 M E mate diagnostics 187–189 propagate changes 20 PropertyManager 128. 73–84 multiple mate mode 94 Smart Fasteners 46–50 SmartMates 63 280 . 72 R view mates 188 materials 159–168 rack and pinion mates 86. advanced 250 form new 250 ut invert selection 148 out of context 22 rigid 254 isolate components 148 symmetric mates 85 di RA P J parent/child relationships 44 T join components 179 parts Tab key 63 editing within an assembly 10 tags 150 L external 21 tap. 188 V variables 197 op AS mate references 68. 89 resolve components 236 linear coupler 85 rollback in assemblies 44 mate references 68. 21 new part in assembly 10 split parts 178 rib T insert components statistics of assemblies 130 blocks 217 O sub-assemblies e new part 10 offset entities 17 dissolve 250 F summary 92–93 open part from assemblies 18 flexible 254 internal parts. 89 external 22–32 W copy with 96 find file 26. 38–46 or D Large Design Review 257–260 split 178 traction relations 222 layout based assemblies 212–221 virtual 9. 38–46 new part from block 219 SpeedPak 244 inplace mates 12. 44 width mates 85 diagnostics 187–189 list external 25 t c LE edit 184–185 mate 72 entities 184 relationships. 189 pop-up toolbar 65 save as copy 27. 21 mates RealView graphics 161 visualization.