SolidWorks EssentialsSolidWorks® 2012 SolidWorks Essentials Waltham, NA 02651 USA1995-2011 Dasa Syste So MorsCoparaton 2 ‘asta Sains compa, Wyman Se, ‘atom, BA S851 USA. Ales esd eter et te eet ‘Sevnnee by Deol Sytner Slr Cororion a {renner rita Seizes anmnnee tetra bars, Alwar ghenty DS SRecnckanuennes Sine Seasons a eel oe Shoe Sri eraictcerda cts Sage easing Suits” 3D pacar CAD softwares pea by US Pens Ss g9}08 8995 gel as biadr Tea san 712 fb 00" 1477 en GSsetng sn ge 1am 40. Peasy aT Eniitgisvadinsisa) ee Xeon oat pote by US. 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Tove ae eo Cail a Poin ti atte © 1988-2011 Open Dein Dita Ala sees ont sare © 195-2010 Sp Corporation, ‘hg adn rote work fhe pede BEC Grom,Contents Introduction ‘About This Course Prerequisites. Course Design Philosophy . Using this Book ‘About the Training Files ‘Conventions Used in tis Book Windows® 7 Use of Color... raps and Grapes Cards Color Schemes . Lesson 1: ) SolidWorks Basics and the User Interface ‘What isthe Solid Works Software? Design Intent Examples of Design Intent How Features Affect Design Intent... — ) File References. a Doo bjs Linking and Embeding (OLE) 10 File Reference Example aonneneee u ) ‘Opening Files . 2 Computer Memory .. 2.0 .20.+1 2Lesson 2: ‘The Solid Works User Interface. Unselectable [eons . Heads-up View Toolbar Pull-down Menus Keyboard Shorteuts. Quick Tips. . FeatureManager Design Tree Using the Command Manager ‘Adding and Removing Command Manager Tabs... Multiple Monitor Displays... PropertyManager ‘Task Pane ‘Opening Labs withthe Pape ie Search . Mouse Butions - System Feedback Options Introduction to Sketching 2D Sketching. ‘Stages in the Process Saving Files, Save. Save As. Save As Copy ‘What are We Going to Sketch’, Sketching Default Planes. . Sketch Entities Sketch Geometry Basic Sketching, : “The Mechanies of Sketching. Inference Lines (Automatic Relations). Sketch Feedback. : Status of a Sketeh Rules That Govern Sketches. . Design Intent ‘What Controls Design Intent? Desired Design Intent ‘Sketch Relations ‘Automatic Sketch Relations ‘Added Sketch Relations . Examples of Sketch Relations Selecting Multiple Objects iis B “4 4 i Is 16 7 0 0 IsSotsWorks 2012 Lesson 3: Basic Part Modeling Dimensions Dimensioning: Selection and Preview. Angular Dimensions Extrude... Sketching Guidelinest Exercise I: Sketch and Extrude 1 Exercise 2: Sketch and Extrude 2 Exercise 3: Sketch and Extrude 3 Exercise 4: Sketch and Extrude 4 Exercise 5: Sketch and Extrude $ Exercise 6: Sketch and Extrude 6 Basic Modeling ‘Stages in the Process. Terminology Feature Plane Extrusion. Sketch Boss. Cm) Fillets and Rounds Design Intent, Choosing the Best Profle. Choosing the Sketch Plane Planes .... Placement of the Model Details of the Part Standard Views. Main Bosses Best Profile ‘Sketch Plane Design Intent Sketching the First Feature Extrude Options Renaming Features ‘Boss Feature ‘Sketching on a Planar Face ‘Sketching, ‘Tangent Ate Intent Zanes. Autotransitioning Between Lines and Arcs Cut Feature... Selecting Multiple ObjectsContents Lesson 4: Using the Hole Wizard . Creating a Standard Hole Counterbore Hole View Options Filleting Filletng Rules Recent Commands Menu Fillet Propagation. Editing Tools. Editing a Sketch Editing Features Rollback Bar Detailing Basics Settings Used in the Template ‘CommandManager Tabs. New Drawing Drawing Views Moving Views. Center Marks. Dimensioning Driving Dimensions Driven Dimensions Manipulating Dimensions. Associviy Between the Model andthe Drawing (Changing Parameters Rebuilding the Model Refreshing the Screen. Exercise 7: Plate Exercise 8: Cuts Exercise 9: Basie-Changes Exercise 10: Base Bracket Exercise 11: Part Drawings. ‘Modeling a Casting or Forging Case Study: Ratchet . Stages inthe Process. Design Intent...» [Boss Feature with Draft Building the Handle Design Intent ofthe Handle Symmetry inthe Sketch Symmetry While Sketching. Symmetry after Sketching - Mid Plane Extrusion Draft Toggle SolaWorks 2012 101 14 na us 26 us 116 nT us 118 9 119SoviaWorks 2012 Lesson 5: Patterning ‘Sketching Inside the Model Design Intent ofthe Transition. CCireular Profile Sketching the Circle ‘Changing the Appearance of Dimensions Extruding Up To Next Design Intent ofthe Head View Options Display Options Modify Options. <2... es.eceeee Middle Mouse Button Funetions Reference Triad Functions Keyboard Shorteuts......- Using Model Edges in a Sketch Zoom to Selection... Sketching an Offset Creating Trimmed Sketch Geometry ‘Trim and Extend... 2... Modifying Dimensions Measuring Exercise 12: Tool Holder Exercise 13: Symmetry and Offsets 1 Exercise 14: Ratchet Handle Changes Exercise 15: Symmetry and Ose 2. Exeteise 16: Up To Surface Exercise 17: Pulley Exercise 18: Idler Arm ‘Why Use Patterns? ‘Comparison of Patterns, Pattern Options: Flyout FeatureManager Design Tree . Reference Geometry... Linear Pattern Deleting Instances. Geometry Patterns. Circular Patterns . Mirror Patteras : Patterning a Solid Body Using Pattem Seed Only. ‘Sketch Driven Patterns : ‘Automatic Dimensioning of Sketches Exercise 19: Linear Patterns Exercise 20: Sketch Driven Patterns. Exercise 21: Skipping Instances. has 120 120 121 122 123 128 129 129 2130 BI ial 2132 132 133 Ba 1B4 137 139 243 144 45 oar 150 153 156 1s 138 61 162 163 165 166, 167 168 2170 7 In 1B 176 179 180 181Lesson 6: Revolved Features Exercise 22: Linear and Mirror Patterns, [Exercise 23; Cireular Patterns, Exercise 24: Axes and Multiple Patterns Case Study: Handwheet .. ‘Stages in the Process. Design Intent, Revolved Features. 5 ‘Sketch Geometry ofthe Revolved Feature. Rules Governing Sketches of Revolved Features. Dimensioning the Sketch Diameter Dimensions Creating the Revolved Feature . Building the Rim. Slots... Mulibody Solids Building the Spoke ‘Completing the Path and Profile Sketches Charers. RealView Graphies Eat Material... Mass Properties, Mase Propenie ws Casto Propries File Properties... Classes of File Properties Creating File Properties Uses of File Properties SolidWorks Simulation-Xpress. Overview. i Mesh Results. Using SolidWorks Simulation-Xpress ‘The Simulation-Xpress Interface Options .. ; Phase 1: Fixtures. Phase 2: Loads Phase 3: Material. Phase 4: Run Phase 5: Results Phase 6: Optimize. Updating the Model Results, Reports and eDrawings. Exercise 25: Flange, Exercise 26: Whee! Exercise 27: Guide SolcWorks 2012 = 182 183 184 188 188 139) 189 C189 191 191 192 2193 2196 196 2199 199 201 208 205 208 2210 2u1 22 21 212 212 214 214 214 214 215 216 216 217 218 2219 1219 219 2220 lm 223 25 226 228Soliaworks 2012 Lesson 7: Shelling and Ribs Lesson 8: Editing: Repairs Exercise 28: Too! Post Exercise 29: Ellipse Exercise 30: Sweeps. ‘Cotter Pin Paper Clip Mitered Sweep Exercise 31: Simulation- Xpress. Shelling and Ribs Stages inthe Process. Analyzing and Adding Draft. Draft Analysis, : Other Options for Draft Draft Using a Neutral Plane Shelling ee) ‘Order of Operations Face Selection Planes fine Rib Sketch ‘Converting Edges Full Round Fillets ‘Thin Features Exereise 32: Compression Plate Exercise 33: Blow Dryer. Exercise 34: Angles Exercise 35: Arm Exercise 36: Blade Part Editing Stages inthe Process Editing Topies Information from « Mode! Finding and Repairing Problems Settings ‘What's Wrong Dialog, Where to Begin. Sketch Issues. Box Selection... Check Sketch for Feature Repair Sketch Repairing Sketch Plane Issues FeatureXpert Contents 231 22 2233 233 23 2234 238 238 239 239 240 240 2241 2a 242 283 247 248 250 281 252 255 257 260 261 262 264 264 264 1268 265 265 266 1268 1269 269 2270 2 216 2279 wicontents Soliworks 2012 Freezing Features 280 Edit Feature and Frozen Features... 0. 280 FilleXpert 281 ‘Changing Fillets 283 FillerXpert Corners : : 2284 DraftXpert 286 Exercise 37: Erorsl - a Exercise 38: Errors? : PI 390 Exercise 39: Errors3 - 291 Exercise 40: Adding Draft... fiteeeteneeenee 292 Exercise 4l: Using the FilletXpert | 1293 Exercise 42: Using the FilletXpert 2,2... 205 Lesson 9: Editing: Design Changes Prt BORN 8 ‘Stages in the Process. oa SLI 298 Design Changes 298 Required Changes... Ss coi 299) Information From a Model 1299 Dependencies .....+++- 303, Rollback to a Sketch 308 Rebuilding Tools. 306 Rollback to Feature... cs.ccsecese 306 Freeze Bar, DI 306 Rebuild Feedback and Interrupt 305 Feature Suppression .....,..¢.s0csvesesvevevecereseses307 Feature Statistics 1307 General Toots 308 Deletions. : 308 Reorder 308 SketchXper 2 se seeeeess au Sketch Contours poe eet Contours Available 317 Shared Sketches oo... Lie S318 Copying Fillets a2) Exercise 43: Changes 323 Exercise 44: Editing a e 22325 Exercise 45: SketchXpert 326 Exercise 46: Contour Sketches... ..ccsccvecsceveveees 328SoliaWorks 2012 Lesson 1 Configurations Configurations How are Configurations Used? ‘Accessing the ConfigurationManager Creating Configurations Defining the Configuration Methods to Create Configurations - Suppress/Unsuppress Using Configure Dimension /Feature ‘Modify Configurations Columns Editing Columns and Cells Configure Feature Configure Dimension ‘sing Global Vries, Egutons Design Intent. Global Variables Creating Global Variables .- ‘Assigning Global Variables to Dimensions - Equations Preparation for Equations... Furetions. File Properties, Measure, Equation form Equation Solve Order... Import and Export of Equations . Other Uses of Configurations ‘Modeling Strategies for Configurations Editing Parts that Have Configurations Design Library .. Defult Settings. Multiple References Dropping on Circular Faces Inthe Advanced Course Exercise 47: Using Global Variables Exercise 48: Using Equations... Exercise 49: Using Configure Dimension/Feature 1 Exercise 50: Using Configure Dimension/Feature 2 Exercise 51: Configure Dimension/Feature 3. Contents 32 £332 32 2334 2334 334 335 335 2335 336 337 337 3a 3a 2343 3 345 347 aT 2348 348 348 2349 350 £350 351 382 353 363 364 2365Contents SolWorks 2012 Lesson 11: Using Drawings More About Making Drawings. 368 Stages in the Process... .20s.seveee 368 Section View. 369 View Alignment 370 Model Views — :372 Broken View se. scsscccsoree 313 Aligning Views. : SS 2374 Detail Views L135 Drawing Sheets and Sheet Formats 376 Deavwing Sheets : ee e316 ‘Adding Drawing Sheets 376 Sheet Formats an 376 Projected Views 2376 Drawing View Properties... 378 Tangent Edges........esceccseseeesenseeeeee 378 Annotations 380 Properties in Drawings - 380 Datum Feature Symbols 2.2. 2.045. 382 Surface Finish Symbols 385 Dimension Properties... : 384 Centerlines ot Geometric Tolerance Symbols 386 Copying Views ....2.s.eeervecer 387 Dimension Text C389 Exercise 52: Details and Sections 391 Exercise 53: Broken Views and Sections... 393 Exercise 54: Drawings 304 Lesson 12: Bottom-Up Assembly Modeling Case Study: Universal Joint os Bottom-Up Assembly... cscs 396 ‘Stages in the Process. : 396 ‘The Assembly : 397 Creating a New Assembly «1... sssceveuscsere 398 Position ofthe First Component 399 FeatureManager Design Tree and Symbols 400 Degrees of Freedom oe 400 ‘Components 400 [External Reference Seatch Order... .....0.+. 402 File Names 402 Annotations... sss ssoc esses 402 gas Marine ee eee 40] Rona 403 Mate Groups. 2022s cetera 403‘Soliaworks 2042 Lesson 13: Using Assembiies ‘Adding Components. . Insert Component : Moving and Rotating Components Mating Components Mate Types and Alignment. Mating Concentric and Coincident Width Mate ce Parallel Mate Dynamic Assembly Motion ....... Displaying Part Configurations in an Assembly. ‘ThePin . Using Part Configurations in Assemblies. ‘The Second Pin Opening a Component - Creating Copies of Instances Component Hing nd Temeparncy Component Properties... Sub-assemblies ‘Smart Mates Inserting Sub-assemblies Mating Sub-assemblies. Distance Mates... Unit System, Pack and Go... Exercise 55: Mates... Exercise 56: Gripe Grinder. Exercise 57: Using Hide and Show Component. [Exercise 58: Part Configurations in an Assembly Exercise 39: U-Joint Changes. Using Assemblies ‘Sages in the Process ‘Analyzing the Assembly Mass Properties Calculations (Checking for Interference Checking for Clearances Static vs. Dynamic Interference Detection Performance Considerations. ‘Changing the Values of Dimensions... Exploded Assemblies ‘Setup for the Exploded View Exploding a Single Component. ‘Assembly Explode ‘Changing the Explode Direction. Using Auto-Spacing Contents 408 404 405 406 407 2410 S413 416 2417 an 47 47 419 419 "an a2, 08 428 29 429 431 433 435 487 1439 4a aaaAppendix A: ‘Templates Explode Line Sketch Explode Line Selections. Other Explode Lines Adjusting the Explode Lines. Animating Exploded Views. Animation Controller Playback Options Bill of Materials Assembly Drawings ‘Adding Balloons. «0... Editing the Exploded View Editing the Explode Line Sketch [Exercise 60: Using Collision Detection Exercise 61: Finding and Repairing Inerferences Exercise 62: Checking for Interferences, Collisions and Clearances... Exercise 63: Exploded Views and. Assembly ‘Drawings. Exercise 64: Exploded Views. . Options Settings ‘Changing the Default Options Suggested Settings Document Templates How to Create a Part Template Drawing Templates and Sheet Formats Organizing Your Templates Default Templates. SolaWorks 2012 464 464 464 465 468 468 468 469 an 43 474 475 a7 1478 480 482 483IntroductionAbout This Course Prerequisites Course Length Course Design Philosophy Using this Book Laboratory Exercises The goal ofthis course isto teach you how to use the SolidWorks ‘mechanical design automation software to build parametrie models of | parts and assemblies and how to make simple drawings of those parts and assemblies, ‘The Solid Works software is such a tobust and feature rich application that it is impractical to cover every minute detail and aspect of the software and stil have the course be a reasonable length, Therefore, the focus ofthis course ison the fundamental skills and concepts central to the successful use ofthe Solid Works software. You should view the training course manual asa supplement to, nota replacement for, the system documentation and on-line help. Once you have developed a good foundation in basic skills, you can refer tothe on-line help for information on less frequently used command options. Students attending this course are expected to have the following: ‘5 Mechanical design experience. ‘a Experience with the Windows"™ operating system. ‘= Completed the online tutorials that are integrated in the SolidWorks software. You can access the online tutorials by clicking Help, Online Tutorial ‘The recommended minimum length ofthis course is 4 days This course is designed around a process- or task-based approach to training. A process-based training course emphasizes the processes and procedures you follow to complete a particular task. By utilizing case suis to illustrate these processes, you lea the necessary commands, ‘options and menus inthe context of completing a task. ‘This training manual is intended to be used ina classroom environment under the guidance of an experienced SolidWorks instructor. Its not intended tobe a self:paced tutorial. The examples and case studies are designed to be demonstrated “live” by the instructor Laboratory exercises give you the opportunity to apply and practice the ‘material covered during the leture/demonstration portion of the course. They are designed to represent typical design and modeling, situations while being modest enough to be completed during class time. You should note that many students work at different paces. Therefore, we have included more lab exercises than you can reasonably expect to complete during the course. This ensures that even the fastest student will not run out of exercises.ANote About Dimensions. About the Training Files Conventions Used in this Book Windows® 7 Introduction ‘The drawings and dimensions given in the lab exercises are not intended torreflest any particular drafting standard. In fact, sometimes dimensions are given ina fashion that would never be considered acceptable in industry. The reason for this i the labs are designed to encourage you to apply the information covered in class and to employ and reinforce certain techniques in modeling. Asa result, the drawings and dimensions inthe exercises are done in @ way that complements this objective. ‘A complete set ofthe various files used throughout tis course ean be downloaded from the SolidWorks website, www.solidworks.com. Click on the link for Support, then Training, then Training Files, then SolidWorks Training Files. Select the link forthe desired file set. ‘There may be more than one version ofeach file set avaiable Direct URL: ‘worw colidworks.oom/traininghlessolidworks ‘The files are supplied in signed, self-extracting executable packages. ‘The files are organized by lesson number. The Case Study folder within each lesson contains the files your instructor uses while presenting the lessons. The Exercises folder contains any files that are equited for doing the laboratory exercises. ‘This manual uses the following typographic conventions ‘Convention Meaning Bold Sans Serif | SolidWorks commands and options appear in this style. For example, Features > Extruded ‘Cut {means click the Extruded Cut icon on the Features tab ofthe CommandManager. ‘Typewriter Feature names and file names appear inthis style. For example, Sketch) Double lines precede and follow sections of| the procedures. This provides separation ‘between the steps ofthe procedure and large blocks of explanatory text. The steps themselves are numbered in sans serif bod. 17 Do this step “The screen shots inthis manual were made using the Solid Works software running on Windows® 7. If you are not using Windows 7, or ifyou have a different theme setting, you may notice slight differences inthe appearance ofthe menus and windows. These differences do not affect the performance ofthe sofware.Use of Color Graphics and Graphics Cards Color Schemes “The SolidWorks user interface makes extensive use of color to highlight selected geometry and to provide you with visual feedback. This greatly increases the inuiiveness and ease of use ofthe SolidWorks software, To take maximum advantage of ths, the training ‘manuals are printed in full colo. ‘Also, in many eases, we have used Additional color inthe illustrations to communicate concepts, identify features, and otherwise convey ‘important information. For example, we might show the result ofa filleting ‘operation with the fillets ina different goazeon } color even though, by default, the SolidWorks software would not display the results in that way ‘The SolidWorks software sets anew standard with best-in-class graphics ‘The combination of a highly reflective material and the realism of RealViow Graphics is an effective tool for evaluating the quality of advanced part models and surfaces. RealView Graphios is hardware (Graphics card) support of advanced shading in eal time. For example, if you rotate a part, it retains its tendered appeartnce throughout the rotation. (Out ofthe box, the Solid Works software provides several predefined color schemes that control, among other things, the colors used for highlighted items, sclected items, ketch relation symbols, and shaded previews of features. ‘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 In addition, we have changed the viewport backgroune to plain white so that the illustrations reproduce better on white paper. ‘As a result, because the color settings on your computer may be