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Solidworks Tutorial

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Lesson 2
Basic Functionality
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SolidWorks Teacher Guide and Student Courseware
What is SolidWorks?
! SolidWorks is design automation software.
! In SolidWorks, you sketch ideas and experiment
with different designs to create 3D models.
! SolidWorks is used by students, designers,
engineers, and other professionals to produce
simple and complex parts, assemblies, and
drawings.
Lesson 2: Basic Functionality
51
The SolidWorks model is made up of:
Lesson 2: Basic Functionality
52
The SolidWorks Model
! Parts
! Assemblies
! Drawings
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SolidWorks Teacher Guide and Student Courseware
Drawing
Drawing
Part
Part
Assembly
Lesson 2: Basic Functionality
53
! Features are
the building
blocks of the
part.
Lesson 2: Basic Functionality
54
Features
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! Features are
the shapes and
operations that
construct the
part.
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Examples of Shape Features
Base feature
! First feature in
part.
! Created from a
2D sketch.
55
Lesson 2: Basic Functionality
! Forms the
work piece to
which other
features are
added.
Boss feature
Lesson 2: Basic Functionality
56
Examples of Shape Features
! Adds material
to part.
Boss features
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! Created from
2D sketch.
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Examples of Shape Features
Cut feature
! Removes
material from
part.
! Created from a
2D sketch.
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Lesson 2: Basic Functionality
Cut features
Hole feature
Lesson 2: Basic Functionality
58
Examples of Shape Features
! Removes
material.
Hole features
! Corresponds
to process
such as
counter-sink, thread, counter-bore.
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! Works like a
more
intelligent cut
feature.
Fillet feature
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Examples of Operation Features
Fillet features
! Used to round
off sharp
edges.
! Can remove or
add material.
"
Fillet features
59
Lesson 2: Basic Functionality
Outside edge
(convex fillet)
removes
material.
Lesson 2: Basic Functionality
Inside edge (concave fillet) adds material.
60
"
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Examples of Operation Features
Chamfer
feature
! Similar to a
fillet.
! Bevels an edge
rather than
rounding it.
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Lesson 2: Basic Functionality
! Can remove or
add material.
Chamfer feature
! Shape features have sketches.
Lesson 2: Basic Functionality
62
Sketched Features
! Sketched features are built from 2D profiles.
Operation Features
! Applied directly to the work piece by selecting
edges or faces.
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! Operation features do not have sketches.
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To Create an Extruded Base Feature:
1. Select a sketch plane.
2. Sketch a 2D profile.
3. Extrude the sketch perpendicular to sketch plane.
Extrude the sketch
Resulting base feature
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Lesson 2: Basic Functionality
Sketch the 2D profile
1. Select a sketch
plane.
Centerline
Lesson 2: Basic Functionality
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To Create a Revolved Base Feature:
2. Sketch a 2D
profile.
4. Revolve the
sketch around
the centerline.
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3. Sketch a
centerline.
Divided into two
panels:
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Terminology: Document Window
FeatureManager design tree
! Left panel contains
the FeatureManager®
design tree.
"
Lists the structure of
the part, assembly or
drawing.
Graphics Area
"
Location to display, create, and modify a part, assembly or
drawing.
65
Lesson 2: Basic Functionality
! Right panel contains the Graphics Area.
Lesson 2: Basic Functionality
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Terminology: User Interface
Menu Bar
Toolbars
Drawing
document
window
Status bar
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Part
document
window
67
Lesson 2: Basic Functionality
Handle
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PropertyManager
Confirmation Corner
SolidWorks Teacher Guide and Student Courseware
Terminology: PropertyManager
Preview
! Axis - An implied
centerline that
runs through
every cylindrical
feature.
Plane
Origin
! Origin - The
point where the
three default reference planes intersect. The
coordinates of the origin are:
(x = 0, y = 0, z = 0).
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! Plane - A flat 2D
surface.
Axis
Lesson 2: Basic Functionality
68
Terminology: Basic Geometry
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Terminology: Basic Geometry
! Face
– The
surface or “skin”
of a part. Faces
can be flat or
curved.
! Vertex
Edge
Edge
– The corner where edges meet.
Faces
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Lesson 2: Basic Functionality
! Edge
– The
boundary of a
face. Edges can
be straight or
curved.
Vertex
Base feature
Lesson 2: Basic Functionality
70
Features and Commands
! The Base feature is the first feature that is created.
! The Base feature is the foundation of the part.
! The extrusion is named Extrude1.
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! The Base feature geometry for the box is an
extrusion.
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Features and Commands
Features used to
build the box are:
! Extruded Base feature
! Fillet feature
1. Base Feature
2. Fillet Feature
3. Shell Feature
4. Cut Feature
! Shell feature
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Lesson 2: Basic Functionality
! Extruded Cut feature
To create the extruded base
feature for the box:
Lesson 2: Basic Functionality
72
Features and Commands
! Sketch a rectangular profile on a
2D plane.
! Extrusions are always perpendicular to the sketch
plane.
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! Extrude the sketch.
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Features and Commands
Fillet feature
! The fillet feature rounds the
edges or faces of a part.
! Select the edges to be rounded.
Selecting a face rounds all the
edges of that face.
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Lesson 2: Basic Functionality
! Specify the fillet radius.
Fillet
Shell feature
Lesson 2: Basic Functionality
74
Features and Commands
! The shell feature removes
material from the selected face.
! Specify the wall thickness for the
shell feature.
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! Using the shell feature creates a
hollow box from a solid box.
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Features and Commands
To create the extruded cut
feature for the box:
1. Sketch the 2D circular profile.
2. Extrude the 2D Sketch profile
perpendicular to the sketch
plane.
4. The cut penetrates through the
entire part.
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Lesson 2: Basic Functionality
3. Enter Through All for the end
condition.
Lesson 2: Basic Functionality
76
Dimensions and Geometric
Relationships
! Specify dimensions and geometric relationships
between features and sketches.
! Dimensions change the size and shape of the part.
! Geometric relationships are the rules that control
the behavior of sketch geometry.
! Geometric relationships help capture design intent.
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! Mathematical relationships between dimensions
can be controlled by equations.
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Dimensions
! Base depth = 50 mm
! Boss depth = 25 mm
! Boss depth = Base depth ÷ 2
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Lesson 2: Basic Functionality
Mathematical relationship:
Lesson 2: Basic Functionality
78
Geometric Relationships
Vertical
Horizontal
Parallel
Tangent
Concentric
Perpendicular
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Intersection
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To Start SolidWorks
1. Click the Start button
on Windows task bar.
2. Click Programs.
3. Click the SolidWorks folder.
4. Click the SolidWorks
application.
Lesson 2: Basic Functionality
79
Lesson 2: Basic Functionality
80
The SolidWorks Window
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SolidWorks Teacher Guide and Student Courseware
1. Click New
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SolidWorks Teacher Guide and Student Courseware
Creating New Files Using Templates
on the Standard toolbar
2. Select a
document
template:
"
Part
"
Assembly
"
Drawing
Tutorial Tab
Lesson 2: Basic Functionality
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! Document Templates control the units, grid, text,
and other settings for the model.
Lesson 2: Basic Functionality
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Document Templates
! The Tutorial document templates are required to
complete the exercises in the Online Tutorials.
! Document properties are saved in templates.
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! The templates are located in the Tutorial tab on the
New SolidWorks Document dialog box.
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Document
Properties
! Accessed through the
Tools, Options menu.
Control settings like:
! Units: English (inches)
or Metric (millimeters)
! Grid/Snap Settings
83
Lesson 2: Basic Functionality
! Colors, Material Properties and Image Quality
! Accessed through the
Tools, Options menu.
Lesson 2: Basic Functionality
84
System Options
! Allow you to customize
your work environment.
System options control:
! Performance
! Spin box increments
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! File locations
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Multiple Views of a Document
! Drag the
horizontal
and vertical
split controls to view
4 panes.
85
Lesson 2: Basic Functionality
! Set the view
and display
options.
Sketch Tool
1. Select a sketch
plane. The default
sketch plane is
Front.
Lesson 2: Basic Functionality
86
Creating a 2D
Sketch:
Sketch Origin
Rectangle Tool
3. Click Rectangle
on the Sketch Tools toolbar.
4. Move the pointer to the Sketch Origin.
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2. Click Sketch
on
the Sketch toolbar.
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Creating a 2D
Sketch:
Sketch Tool
5. Click the left
mouse button.
6. Drag the pointer up
and to the right.
Sketch Origin
Rectangle Tool
7. Click the left
mouse button again.
Lesson 2: Basic Functionality
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! Dimensions specify the size of the model.
To create a dimension:
Text Location
2D Geometry
2. Click the 2D geometry.
3. Click the text location.
4. Enter the dimension
value.
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1. Click Dimension
on
the Sketch Relations
toolbar.
Lesson 2: Basic Functionality
88
Adding Dimensions
Lesson 3
The 40-minute Running Start
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SolidWorks Teacher Guide and Student Courseware
Features and Commands
Base Feature
! The first feature that is created.
! The foundation of the part.
! The base feature geometry for the box is an
extrusion.
! Tip: Keep the base feature simple.
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Lesson 3: The 40-Minute Running Start
! The extrusion is named Extrude1.
1. Select a sketch plane.
2. Sketch a 2D profile.
Lesson 3: The 40-Minute Running Start
106
To Create an Extruded Base Feature:
3. Extrude the sketch perpendicular to sketch plane.
Extrude the sketch
Resulting base feature
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Sketch the 2D profile
Lesson 3: The 40-Minute Running Start
5. Shell
107
4. Fillets
3. Cut Extrude
2. Boss Extrude
1. Base Extrude
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Features Used to Build Tutor1
! Adds material to the part.
! Requires a sketch.
Lesson 3: The 40-Minute Running Start
108
Extruded Boss Feature
Extruded Cut Feature
! Removes material from the part.
Fillet Feature
! Rounds the edges or faces of a part to a specified
radius.
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! Requires a sketch.
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Shell Feature
! Removes material from the
selected face.
! Creates a hollow block from
a solid block.
! Very useful for thin-walled,
plastic parts.
Shell Feature
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Lesson 3: The 40-Minute Running Start
! You are required to specify a
wall thickness when using the shell feature.
Magnify or reduce the view of a model in the
graphics area.
Lesson 3: The 40-Minute Running Start
110
View Control
Zoom to Fit – displays the part so that it fills the
current window.
Zoom In/Out – drag the pointer upward to zoom
in. Drag the pointer downward to zoom out.
Zoom to Selection – the view zooms so that the
selected object fills the window.
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Zoom to Area – zooms in on a portion of the view
that you select by dragging a bounding box.
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Display Modes
Illustrate the part in various display modes.
Hidden Lines Visible
Hidden Lines
Removed
Shaded
111
Lesson 3: The 40-Minute Running Start
Wireframe
Isometric
View
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Bottom View
Right View
Front View
Left View
Back View
Lesson 3: The 40-Minute Running Start
112
Standard Views
Top View
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View Orientation
Changes the view display to correspond to
one of the standard view orientations.
Top
Right
Left
Bottom
Back
Isometric
Normal To (selected
plane or planar face)
113
Lesson 3: The 40-Minute Running Start
Front
Lesson 3: The 40-Minute Running Start
114
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SolidWorks Teacher Guide and Student Courseware
View Orientation
The views most
commonly used
to describe a
part are:
! Top View
! Right View
! Isometric View
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Lesson 3: The 40-Minute Running Start
! Front View
! Front, Top, and Right
Correspond to the
standard principle
drawing views:
Lesson 3: The 40-Minute Running Start
116
Default Planes
! Top = Top or Bottom view
! Right = Right or Left view
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! Front = Front or Back
view
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Isometric View
Displays the part with height, width, and
depth equally foreshortened.
! Pictorial rather than
orthographic.
! Shows all three dimensions –
height, width, and depth.
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Lesson 3: The 40-Minute Running Start
! Easier to visualize than
orthographic views.
Lesson 3: The 40-Minute Running Start
118
Section View
! Displays the internal structure
of a model.
! Requires a section cutting
plane.
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Section Plane
! Under defined
"
"
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The Status of a Sketch
Additional dimensions or relations are
required.
Under defined sketch entities are blue (by
default).
! Fully defined
"
"
! Over defined
"
"
Contains conflicting dimensions or
relations, or both.
Over defined sketch entities are red (by
default).
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Lesson 3: The 40-Minute Running Start
No additional dimensions or relationships
are required.
Fully defined sketch entities are black (by
default).
! Geometric relations are the rules that control the
behavior of sketch geometry.
Lesson 3: The 40-Minute Running Start
120
Geometric Relations
! Geometric relations help capture design intent.
! In a concentric relation, selected
entities have the same center
point.
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! Example: The sketched circle is
concentric with the circular edge
of the extruded boss feature.
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Geometric Relations
! The SolidWorks default name for
circular geometry is an Arc#.
! SolidWorks treats circles as 360° arcs.
Lesson 3: The 40-Minute Running Start
121
Lesson 3: The 40-Minute Running Start
122
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Lesson 4
Assembly Basics
3. Shell
4. Cut Extrude
Lesson 4: Assembly Basics
2. Fillet
147
1. Base Extrude
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Features Used to Build Tutor2
! Sketch is composed of two curves.
"
Convert Entities creates the outside curve.
"
Offset Entities creates the inside curve.
Lesson 4: Assembly Basics
148
Sketch for Cut Feature
! Rather than drawing the outlines by hand, they are
“copied” from existing geometry.
"
Fast and easy– select the face and click the tool.
"
Accurate – sketch entities are “cloned” directly from existing
geometry.
"
Intelligent – if the solid body changes shape, the sketch
updates. Automatically.
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! This technique is:
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Convert Entities
! Copies one or more curves into the active sketch
by projecting them onto the sketch plane.
! Curves can be:
"
Edges of faces
"
Entities in other sketches
! Easy and fast
Select the face or curve.
"
Click the
tool.
149
Lesson 4: Assembly Basics
"
1. Select the sketch plane.
2. Open a new sketch.
Lesson 4: Assembly Basics
150
To Create the Outside Curve:
Sketch Plane
4. Click Convert Entities
the Sketch toolbar.
on
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3. Select the face or curves you
want to convert. In this case,
select the face.
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Creating the Outside Curve:
5. Outside edges of face are
copied into the active sketch.
6. Sketch is fully defined – no
dimensions needed.
Lesson 4: Assembly Basics
151
1. Click Offset Entities
on the
Sketch toolbar. The
PropertyManager opens.
Lesson 4: Assembly Basics
152
To Create the Inside Curve:
2. Enter the distance value of 2mm.
4. The Select chain option causes the offset to go all
the way around the contour.
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3. Select one of the converted
entities.
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Creating the Inside Curve:
5. The system generates a preview
of the resulting offset.
6. An small arrow
points toward
the cursor. If you move you
cursor to the other side of the line
, the arrow changes direction.
This indicates on which side the
offset will be created.
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Lesson 4: Assembly Basics
7. Move the cursor so it is inside the contour. Click
the left mouse button to create the offset.
8. The resulting sketch is fully defined.
Lesson 4: Assembly Basics
154
Creating the Inside Curve:
9. There is only one dimension. It
controls the offset distance.
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SolidWorks Teacher Guide and Student Courseware
Tutor Assembly
The Tutor assembly is comprised of
two parts:
! Tutor1 (created in
Lesson 2)
! Tutor2 (created in
this lesson)
Lesson 4: Assembly Basics
155
! An assembly contains two or more parts.
Lesson 4: Assembly Basics
156
Assembly Basics
! In an assembly, parts are referred to as
components.
! Components and their assembly are directly
related through file linking.
! Changes in the components affect the assembly.
! Changes in the assembly affect the components.
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! Mates are relationships that align and fit
components together in an assembly.
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To create the Tutor assembly:
1. Open a new
assembly
document
template.
2. Open
Tutor1.
3. Open
Tutor2.
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Lesson 4: Assembly Basics
4. Arrange the
windows.
5. Drag and
drop the part
icons into the
assembly
document.
Lesson 4: Assembly Basics
158
Creating the Tutor assembly:
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Assembly Basics
! The first component placed into an
assembly is fixed.
! A fixed component cannot move.
! If you want to move a fixed component,
you must Float (unfix) it first.
! Tutor1 is added to the FeatureManager design
tree with the symbol (f).
159
Lesson 4: Assembly Basics
! The symbol (f) indicates a fixed component.
! Tutor2 is added to the FeatureManager
design tree with the symbol (-).
Lesson 4: Assembly Basics
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Assembly Basics
! The symbol (-) indicates an
underdefined component.
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! Tutor2 is free to move and rotate.
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Manipulating
Components
Move Component – translates
(moves) the selected component
according to its available degrees
of freedom.
Lesson 4: Assembly Basics
161
Lesson 4: Assembly Basics
162
Manipulating
Components
Rotate Component – rotates the
selected component according to
its available degrees of freedom.
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Degrees of Freedom: There are Six
! They describe
how an object is
free to move.
! Translation
(movement)
along X, Y, and Z
axes.
163
Lesson 4: Assembly Basics
! Rotation around
X, Y, and Z axes.
Lesson 4: Assembly Basics
164
Mate Relationships
! Mates relationships align and fit together
components in an assembly.
! The Tutor assembly requires three mates to fully
define it. The three mates are:
Edges
Tutor1
Tutor2
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! Coincident between the top
back edge of Tutor1 and the
edge of the lip on Tutor2.
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Mate Relationships
! Second Mate: Coincident mate
between the right face of Tutor1
and the right face of Tutor2.
! Third Mate: Coincident mate
between the top face of Tutor1 and
the top face of Tutor2.
Lesson 4: Assembly Basics
165
! The first mate
removes all but
two degrees of
freedom.
Lesson 4: Assembly Basics
166
Mates and Degrees of Freedom
"
Movement along
the edge.
"
Rotation around
the edge.
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! The remaining
degrees of
freedom are:
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Mates and Degrees of Freedom
! The second mate removes one
more degree of freedom.
! The remaining degree of
freedom is:
"
Rotation around the edge.
Lesson 4: Assembly Basics
167
! The third mate removes last
degree of freedom.
Lesson 4: Assembly Basics
168
Mates and Degrees of Freedom
! No remaining degrees of
freedom.
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! The assembly is fully defined.
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Additional Mate Relationships for
Exercises and Projects
! The switchplate requires two
fasteners.
! Create the fastener.
! Create the switchplatefastener assembly.
Lesson 4: Assembly Basics
169
Lesson 4: Assembly Basics
170
Additional Mate Relationships for
Exercises and Projects
! The switchplate-fastener assembly
requires three mates to be fully defined. The three
mates are:
Faces
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! First Mate: Concentric
mate between the
cylindrical face of the
fastener and the
cylindrical face of the
switchplate.
! Second Mate: Coincident
mate between the flat
circular back face of the
fastener and the flat
front face of the
switchplate.
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Additional Mate Relationships for
Exercises and Projects
Faces
Lesson 4: Assembly Basics
171
! The switchplatefastener assembly is
fully defined.
Faces
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! Third Mate: Parallel
mate between the flat
cut face of the
fastener and the flat
top face of the
switchplate.
Lesson 4: Assembly Basics
172
Additional Mate Relationships for
Exercises and Projects
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Additional Mate Relationships for
Exercises and Projects
! The cdcase-storagebox assembly requires
three mates to be fully defined. The three mates are:
! First Mate: Coincident
between the inside bottom
face of the storagebox
and the bottom face of the
cdcase.
173
Lesson 4: Assembly Basics
Faces
Inside back face
Faces
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! Second Mate: Coincident
mate between the inside
back face of the
storagebox and the back
face of the cdcase.
Lesson 4: Assembly Basics
174
Additional Mate Relationships for
Exercises and Projects
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Additional Mate Relationships for
Exercises and Projects
! Third Mate: Distance mate
between the inside left face of
the storagebox and the left
face of the cdcase.
! Distance = 1cm.
! No!
175
Lesson 4: Assembly Basics
! Good job! Now, would you like
to do this 24 more times?
Faces
! A local component pattern
is a pattern of components
in an assembly.
Lesson 4: Assembly Basics
176
Local Component Pattern
! The Seed Component in this
example is the cdcase.
! This eliminates the work of adding and mating
each cdcase individually.
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! The local component
pattern copies the Seed
Component.
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To Create a Local Component
Pattern:
1. Click Insert,
Component
Pattern.
2. Click Define your
own pattern.
4. Click Next.
177
Lesson 4: Assembly Basics
3. Click Arrange in
straight lines.
5. Select the cdcase
as the Seed
Component.
Lesson 4: Assembly Basics
178
Creating a Local Component Pattern:
7. Spacing = 1cm
8. Instances = 25
9. Click Finish.
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6. Select the front
edge of the storage
box for Along Edge/
Dim.
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More to Explore: The Hole Wizard
What determines
the size of the
hole?
! The size of the
fastener
! The desired amount
of clearance
Normal
"
Close
"
Loose
Lesson 4: Assembly Basics
179
"
Lesson 4: Assembly Basics
180
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Lesson 6
Drawing Basics
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Engineering Drawings
Drawings communicate three things about
the objects they represent:
! Shape – Views communicate the shape of an
object.
! Size – Dimensions communicate the size of an
object.
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Lesson 6: Drawing Basics
! Other information – Notes communicate nongraphic information about manufacturing
processes such as drill, ream, bore, paint, plate,
grind, heat treat, remove burrs, and so forth.
Lesson 6: Drawing Basics
230
Sample Engineering Drawing
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General Drawing Rules – Views
! The general characteristics of an object will
determine what views are required to describe its
shape.
! Most objects can be described using three
properly selected views.
"
Sometimes you can use fewer.
"
However, sometimes more are needed.
Lesson 6: Drawing Basics
231
Why do we need three
views?
Lesson 6: Drawing Basics
232
Drawing Views
! The Front and Top views of
both parts are identical.
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! The Right side view is
necessary to show the
characteristic shape.
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Drawing Views: When Three is not
Enough
! Three standard views do not fully describe the
shape of the cut-out in the angled face.
Lesson 6: Drawing Basics
233
Lesson 6: Drawing Basics
234
Drawing Views: When Three is too
Many
! The Right side view is unnecessary.
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Dimensions
There are two kinds of
dimensions:
! Size dimensions – how big is
the feature?
Size Dimensions
! Location dimensions – where
is the feature?
235
Lesson 6: Drawing Basics
Location Dimensions
! For flat pieces, give
the thickness
dimensions in the
edge view, and all
other dimensions in
the outline view.
Lesson 6: Drawing Basics
236
General Drawing Rules – Dimensions
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General Drawing Rules – Dimensions
! Dimension
features in
the view
where they
can be seen
true size and
shape.
! Use diameter dimensions for circles.
237
Lesson 6: Drawing Basics
! Use radial dimensions for arcs.
! Omit unnecessary dimensions.
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This
Lesson 6: Drawing Basics
238
General Drawing Rules – Dimensions
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Dimension Guidelines – Appearance
! Place dimensions away from the profile lines.
! Allow space between individual dimensions.
! A gap must exist between the profile lines and the
extension lines.
! The size and style of leader line, text, and arrows
should be consistent throughout the drawing.
! Neatness counts!
239
Lesson 6: Drawing Basics
! Display only the number of decimal places
required for manufacturing precision.
Lesson 6: Drawing Basics
240
Drawing Appearance – Not Good
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Drawing Appearance – Much Better
Lesson 6: Drawing Basics
241
! A Drawing Template is the foundation for drawing
information.
Lesson 6: Drawing Basics
242
What is a Drawing Template?
A drawing template specifies:
! Sheet (paper) size
! Sheet Format
"
Borders
"
Title block
"
Data forms and tables such as bill of materials or revision
history
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! Orientation - Landscape or Portrait
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Drawing Templates Choices in
SolidWorks
! Standard SolidWorks drawing template
! Tutorial drawing template
! Custom template
! No template
Lesson 6: Drawing Basics
243
1. Click New
Lesson 6: Drawing Basics
244
To Create a New Drawing Using a
Document Template:
on the Standard toolbar
2. Click the
Tutorial
tab.
Drawing Icon
Tutorial Tab
Preview
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3. Doubleclick the
drawing
icon.
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Sample Drawing Template
Lesson 6: Drawing Basics
245
There are two modes in the drawing:
Lesson 6: Drawing Basics
246
Edit Sheet vs. Edit Sheet Format
! Edit Sheet
This is the mode you use to make detailed drawings
"
Used 99+% of the time
"
Add or modify views
"
Add or modify dimensions
"
Add or modify text notes
! Edit Sheet Format
"
Change the title block size and text headings
"
Change the border
"
Incorporate a company logo
"
Add standard text that appears on every drawing
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"
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Title Block
! Contains vital part and/or assembly information.
! Each company can have a unique version of a title
block.
! Typical title block information includes:
Material & Finish
Part number
Tolerance
Part name
Drawing scale
Drawing number
Sheet size
Revision number
Revision block
Sheet number
Drawn By/Checked By
247
Lesson 6: Drawing Basics
Company name
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1. Right-click in
the graphics
area, and
select Edit
Sheet Format
from the
shortcut
menu.
Lesson 6: Drawing Basics
248
To Edit the Title Block:
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2. Zoom in on the
title block.
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Editing the Title Block:
Lesson 6: Drawing Basics
249
1. Double-click the note that says
<COMPANY NAME>. The
PropertyManager appears.
Lesson 6: Drawing Basics
250
Editing the Title Block:
2. Enter your school name in the text
insertion box.
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Editing the Title Block:
3. Set the text justification to
Center Align .
4. Clear the Use document’s font check
box and then click the Font button to
change the size and style of the text
font.
5. Click OK
to apply the changes and
close the PropertyManager.
Lesson 6: Drawing Basics
251
6. Position the
note so it is
centered in the
space.
Lesson 6: Drawing Basics
252
Editing the Title Block:
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Customizing the Part Name
Advanced Topic
! The name of the part or assembly shown on the
drawing changes with every new drawing.
! It is not very efficient to have to edit the sheet
format and the title block each time you make a
new drawing.
! This can be done.
253
Lesson 6: Drawing Basics
! It would be nice if the title block would
automatically be filled in with the name of the part
or assembly that is shown on the drawing.
Lesson 6: Drawing Basics
254
Editing the Part Name:
Advanced Topic
1. Click Note
on the Annotation
toolbar, or click Insert, Annotations,
Note.
The PropertyManager appears.
.
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2. Click the Link to Property button
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Editing the Part Name:
Advanced Topic
3. Choose SW-File Name
from the list of
properties, and click
Current document.
4. Click OK to add the
property.
Lesson 6: Drawing Basics
255
Advanced Topic
Lesson 6: Drawing Basics
256
Editing the Part Name:
5. In the PropertyManager, set any other
text properties such as justification, or
font.
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6. Click OK
to apply the changes and
close the PropertyManager.
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Editing the Part Name:
Advanced Topic
7. Results.
257
Lesson 6: Drawing Basics
Currently the title block
shows the text of the
property. However,
when the first view is
added to the drawing,
that text will change to
become the file name of the referenced part or
assembly.
1. Right-click in
the graphics
area, and select
Edit Sheet from
the shortcut
menu.
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2. This is the
mode you must
be in when you
make drawings.
Lesson 6: Drawing Basics
258
Switching to Edit Sheet Mode:
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Detailing Options
Dimensioning Standards
! Dimensioning standards determine things such as
arrowhead style and dimension text position.
! The Tutorial drawing template uses the
ISO standard.
! ISO stands for International
Organization for Standardization.
259
Lesson 6: Drawing Basics
! ISO is widely used in European
countries.
Dimensioning Standards
Lesson 6: Drawing Basics
260
Detailing Options
! ANSI is widely used in the United
States.
! Other standards include BSI (British Standards
Institution) and DIN (Deutsche Industries-Normen).
! Customize the drawing template to use the ANSI
standard.
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! ANSI stands for American National
Standards Institute.
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Detailing Options
Setting the dimensioning standard:
1. Click Tools,
Options.
2. Click the Document
Properties tab
3. Click Detailing.
5. Click OK.
261
Lesson 6: Drawing Basics
4. Select ANSI from
the Dimensioning
standard list.
Setting text fonts:
Lesson 6: Drawing Basics
262
Detailing Options
1. Click Tools,
Options.
2. Click the Document
Properties tab
4. Select the
annotation type
from the list.
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3. Click Annotations
Font.
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Detailing Options
Setting text fonts continued:
5. The Choose Font
dialog box opens.
6. Make the desired
changes and click
OK.
Lesson 6: Drawing Basics
263
1. Click File, Save As...
Lesson 6: Drawing Basics
264
Saving a Custom Drawing Template:
2. From the Save as type:
list, click Drawing
Templates.
3. Click
to create a new folder.
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The system automatically jumps to the
directory where the
templates are installed.
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Saving a Custom Drawing Template:
4. Name the new folder
Custom.
5. Browse to the
Custom folder.
6. Enter ANSI-MMSIZEA for the file
name.
7. Click Save.
265
Lesson 6: Drawing Basics
Drawing templates have the suffix *.drwdot
Lesson 6: Drawing Basics
266
Creating a Drawing – General
Procedure
1. Open the part or assembly you wish to detail.
2. Open a new drawing of the desired size.
4. Insert the dimensions and arrange the dimensions
on the drawing.
5. Add additional sheets, views and/or notes if
required.
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3. Add views: usually three standard views plus any
specialized views such as detail, auxiliary, or
section views.
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To Create Three Standard Views:
1. Click Standard 3
View
.
2. Select Tutor1
from the Window
menu.
Drawing View 2
Drawing View 3
Drawing View 1
3. Click the graphics
area of the part
267
Lesson 6: Drawing Basics
The drawing window
reappears with the three views of the selected
part.
! To select a view, click the view boundary. The view
boundary is displayed in green.
Lesson 6: Drawing Basics
268
Working with Drawing Views
! Drawing views 2 and 3 are aligned with view 1.
! Drawing View 3 can only be dragged left or right.
! Drawing View 2 can only be dragged up or down.
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! Drag Drawing View1 (Front). Drawing View 2 (Top)
and Drawing View 3 (Right) move, staying aligned
to Drawing View1.
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Working with Drawing Views
! Hidden line representation.
"
Hidden Lines Visible is usually
used in orthographic views.
"
Hidden Lines Removed is usually
used in isometric views.
! Tangent edge display.
Right-click inside the view border.
"
Select Tangent Edge, Tangent
Edges Removed from the shortcut
menu.
269
Lesson 6: Drawing Basics
"
! The dimensions used to create the part can be
imported into the drawing.
Lesson 6: Drawing Basics
270
Dimensioning Drawings
! Dimensions can be added manually using the
Dimension tool
.
! Changing the values of imported dimensions will
change the part.
! You cannot change the values of manually
inserted dimensions.
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Associativity
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To Import Dimensions
into the Drawing:
1. Click Model Items
on the
Annotation toolbar, or click
Insert, Model Items.
2. Click the Dimensions check
box.
3. Click the Import items into all
views check box.
271
Lesson 6: Drawing Basics
4. Click OK.
! Moving dimensions:
"
Click the dimension text.
"
Drag the dimension to the desired location.
"
To move a dimension into a different view, press and hold the
Shift key while you drag it.
Lesson 6: Drawing Basics
272
Manipulating Dimensions
! Deleting dimensions:
Click the dimension text, and then press the Delete key.
! Flipping the arrows:
"
Click the dimension text.
"
A green dot appears on the dimension
arrows.
"
Click the dot to flip the arrows in or out.
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"
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Finish the Drawing
! Position the
views.
! Arrange the
dimensions
by dragging
them.
273
Lesson 6: Drawing Basics
! Set hidden
line removal
and tangent
edge
display.
! Changing a dimension on the
drawing changes the model
"
Double-click the dimension text.
"
Enter a new value.
"
Rebuild.
Lesson 6: Drawing Basics
274
Associativity
! Open the assembly. The
assembly also reflects the new
value.
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! Open the part. The part reflects
the new value.
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Multi-sheet Drawings
Drawings can contain more than one sheet.
! The first drawing sheet contains Tutor1.
! The second drawing sheet contains the Tutor
assembly.
! Use the B-size landscape (11” x 17”) drawing
Sheet Format.
! Add an Isometric view of the assembly. The
Isometric view is a named view.
275
Lesson 6: Drawing Basics
! Add 3 standard views.
Lesson 6: Drawing Basics
276
Three View Drawing of Assembly
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Named Views
! A named view shows the part or assembly in a
specific orientation.
! Examples of named views are:
"
Standard Views such as Front, Top or Isometric view.
"
User-defined view orientations that were created in the part or
assembly.
"
The current view in a part or assembly.
Lesson 6: Drawing Basics
277
1. Click Named View
View, Named View.
, or click Insert, Drawing
Lesson 6: Drawing Basics
278
To Insert a Named View:
2. Click inside the border of an existing
view.
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Important: Do not click directly on
one of the parts in the assembly.
Doing so will create a named view of
that specific part.
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Inserting a Named View:
3. A list of named views appears in
the PropertyManager.
Select the desired view, in this
case, Isometric, from the list.
4. Place the view in the desired
location on the drawing.
Lesson 6: Drawing Basics
279
Lesson 6: Drawing Basics
280
Isometric View Added to Drawing
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Specialized Views
Detail View – used to show
enlarged view of something.
1. Click
, or click Insert,
Drawing View, Detail.
2. Sketch a circle in the
“source” view.
3. Position the view on
drawing.
5. Import dimensions or drag them into view.
281
Lesson 6: Drawing Basics
4. Edit the label to change scale.
Section View – used to show internal
aspects of object.
Lesson 6: Drawing Basics
282
Specialized Views
1. Click
, or click Insert
Drawing View, Section.
3. Position the view on drawing.
4. Section view is automatically crosshatched.
5. Double-click section line to reverse arrows.
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2. Sketch line in the “source”
view.
Lesson 9
Revolve and Sweep Features
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Revolve Feature Overview
! A Revolve feature is created by rotating a 2D
profile sketch around a centerline.
! The profile sketch must contain the centerline.
! The profile sketch cannot cross the centerline.
Good
No Good
383
Lesson 9: Revolve and Sweep Features
Good
1. Select a sketch plane.
2. Sketch a 2D profile.
Centerline
Lesson 9: Revolve and Sweep Features
384
To Create a Revolve Feature:
3. Sketch a centerline.
The centerline must be in the sketch
with the profile. It cannot be in a
separate sketch.
"
The profile must not cross the
centerline.
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"
4. Click Revolved Boss/Base
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Creating a Revolve Feature:
.
5. Specify the angle of rotation and
click OK.
"
The default angle is 360°, which is right
99+% of the time.
Lesson 9: Revolve and Sweep Features
385
6. The sketch is revolved around
the centerline creating the
feature.
Lesson 9: Revolve and Sweep Features
386
Creating a Revolve Feature:
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Sketching Arcs – 3 Point Arc
! A 3 Point Arc creates an arc through three points –
the start, end and midpoint.
To Create a 3 Point Arc:
1. Click 3 Pt Arc
on the Sketch Tools toolbar.
3. Move the pointer to the arc to the end
location.
4. Click the left mouse button again.
387
Lesson 9: Revolve and Sweep Features
2. Point to the arc start location and
click the left mouse button.
5. Drag the arc midpoint to
establish the radius and
direction (convex vs.
concave).
Lesson 9: Revolve and Sweep Features
388
Creating a 3 Point Arc:
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6. Click the left mouse button a
third time.
! The Tangent Arc tool
creates an arc that has a
smooth transition to an
existing sketch entity.
! Start point of the arc must
connect to an existing sketch
entity.
Not tangent
Tangent
Not tangent
389
Lesson 9: Revolve and Sweep Features
! Saves the work of sketching an
arc and then manually adding
a geometric relation to make it
tangent.
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Sketching Arcs – Tangent Arc
1. Click Tangent Arc
on the
Sketch Tools toolbar.
Arc is tangent
to existing line
Lesson 9: Revolve and Sweep Features
390
To Create a Tangent Arc:
2. Point to the arc start
location, and click the left
mouse button.
"
Arc is tangent
to existing arc
The arc angle and radius values
are displayed on the pointer
when creating arcs.
4. Click the left mouse button.
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3. Drag to create the arc.
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Pointer Feedback
! As you sketch, the pointer provides feedback and
information about alignment to sketch entities and
model geometry.
Midpoint
Vertical
Intersection
Parallel
End or Vertex
Perpendicular
On
Tangent
391
Lesson 9: Revolve and Sweep Features
Horizontal
! Dotted lines appear when you
sketch, showing alignment
with other geometry.
! This alignment information is
called inferencing.
Orange
Lesson 9: Revolve and Sweep Features
392
Inferencing
Blue
"
Orange inference lines capture and add a geometric relation
such as Tangent.
"
Blue lines show alignment and serve as an aid to sketching,
but do not actually capture and add a geometric relation.
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! Inference lines are two different colors: orange
and blue.
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Ellipse Sketch Tool
! Used to create the sweep section for the handle of
the candlestick.
! An Ellipse has two axes:
"
Major axis, labeled A at the right.
"
Minor axis labeled B at the right.
393
Lesson 9: Revolve and Sweep Features
! Sketching an ellipse is a twostep operation, similar to sketching a 3 Point Arc.
1. Click Tools, Sketch Entity, Ellipse.
"
Tip: You can use Tools, Customize to add the Ellipse tool
to the Sketch Tools toolbar.
Lesson 9: Revolve and Sweep Features
394
To Sketch an Ellipse:
2. Position the pointer at the center of the ellipse.
4. Click the left mouse button
a second time.
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3. Click the left mouse
button, and then move the
pointer horizontally to
define the major axis.
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Sketching an Ellipse:
5. Move the pointer vertically to
define the minor axis.
395
Lesson 9: Revolve and Sweep Features
6. Click the left mouse button a
third time. This completes
sketching the ellipse.
Requires 4 pieces of information:
! Location of the center:
"
Lesson 9: Revolve and Sweep Features
396
Fully Defining an Ellipse
Either dimension the center or locate
it with a geometric relation such as
Coincident.
! Length of the major axis.
! Orientation of the major axis.
"
Even though the ellipse at the right is
dimensioned, and its center is
located coincident to the origin, it is
free to rotate until the orientation of
the major axis is defined.
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! Length of the minor axis.
! The major axis does not have to be
horizontal.
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More About Ellipses
! You can dimension half the major and/
or minor axis.
"
It is like dimensioning the radius of a circle
instead of the diameter.
"
A dimension works fine.
397
Lesson 9: Revolve and Sweep Features
! You do not have to use a
geometric relation to orient the
major axis.
! The Trim tool
segment.
is used to delete a sketch
Lesson 9: Revolve and Sweep Features
398
Trimming Sketch Geometry
! The segment is deleted up to its intersection with
another sketch entity.
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! The entire sketch segment is deleted if it does not
intersect any other sketch entity.
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To Trim a Sketch Entity:
1. Click Trim
on the
Sketch Tools toolbar.
2. Position the pointer
over the sketch
segment.
4. Click the left mouse
button to delete the
segment.
399
Lesson 9: Revolve and Sweep Features
3. The segment that will
be trimmed is highlighted in red.
! The Sweep feature is created
by moving a 2D profile along
a path.
Path
! The Sweep feature requires
two sketches:
"
Sweep Path
"
Sweep Section
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! A Sweep feature is used to
create the handle on the
candlestick.
Section
Lesson 9: Revolve and Sweep Features
400
Sweep Overview
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Sweep Overview – Rules
! The sweep path is a set of sketched curves
contained in a sketch, a curve, or a set of model
edges.
! The sweep section must be a closed contour.
! The start point of the path must lie on the plane of
the sweep section.
401
Lesson 9: Revolve and Sweep Features
! The section, path or the resulting solid cannot be
self-intersecting.
! Make the sweep path first. Then make the section.
! Create small cross sections away from other part
geometry.
Lesson 9: Revolve and Sweep Features
402
Sweep Overview – Tips
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! Then move the sweep section into position by
adding a Coincident or Pierce relation to the end
of the sweep path.
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To Create the Sweep Path:
1. Open a sketch on
the Front plane.
2. Sketch the Sweep
path using the Line
and Tangent Arc
sketch tools.
4. Close the sketch.
403
Lesson 9: Revolve and Sweep Features
3. Dimension as
shown.
1. Open a sketch on the Right plane.
2. Sketch the Sweep section using
the Ellipse sketch tool.
Lesson 9: Revolve and Sweep Features
404
To Create the Sweep Section:
4. Dimension the major and minor
axes of the ellipse.
Horizontal
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3. Add a Horizontal relation
between the center of the ellipse
and one end of the major axis.
5. Add a Coincident relation
between the center of the
ellipse and the endpoint
of the path.
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Creating the Sweep Section:
Coincident
6. Close the sketch.
Lesson 9: Revolve and Sweep Features
405
1. Click Sweep
toolbar.
on the Features
Lesson 9: Revolve and Sweep Features
406
To Sweep the Handle:
2. Select the Sweep path sketch.
3. Select the Sweep section sketch.
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4. Click OK.
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Sweeping the Handle – Results
Lesson 9: Revolve and Sweep Features
407
! Creates the opening for a candle in the top of the
candlestick.
Lesson 9: Revolve and Sweep Features
408
Extruded Cut with Draft Angle
! Same process as extruding a boss except it
removes material instead of adding it.
! Draft tapers the shape.
"
Example: Ice cube tray – without
draft it would be very hard to get
the ice cubes out of the tray.
"
Find other examples.
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! Draft is important in molded,
cast, or forged parts.
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To Create the Cut:
1. Open a sketch on the top face of the
candlestick.
3. Dimension the circle.
409
Lesson 9: Revolve and Sweep Features
2. Sketch a circular profile
Concentric to the circular face.
4. Click Extruded Cut
5. End Conditions:
Type = Blind
"
Depth = 25mm
"
Draft = On
"
Angle = 15°
6. Click OK.
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"
on the Features toolbar.
Lesson 9: Revolve and Sweep Features
410
Creating the Cut:
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Extruding the Cut– Results
Lesson 9: Revolve and Sweep Features
411
! Fillets are used to smooth the edges of the
candlestick.
Lesson 9: Revolve and Sweep Features
412
Fillet Feature
Selection Filters
! Help in selecting the correct geometry.
to turn on Selection Filter toolbar.
! Use the Edge selection filter
! Pointer changes appearance
active.
.
when filter is
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! Click
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Fillets
SolidWorks Teacher Guide and Student Courseware
Filleting the Edges – Results
Lesson 9: Revolve and Sweep Features
413
! Do not use a sweep feature
when a revolve or extrude will
work.
Revolve
! However, the revolve feature:
"
Is mathematically less complex
"
Is easier to sketch – one sketch vs. two
Sweep
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SolidWorks Teacher Guide and Student Courseware
! Sweeping a circle along a
circular path appears to give the
same result as a revolve feature.
Lesson 9: Revolve and Sweep Features
414
Best Practice – Keep it Simple
Lesson 10
Loft Features
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SolidWorks Teacher Guide and Student Courseware
Loft Feature Overview
! Blends multiple profiles together.
! A Loft feature can be a base, boss, or cut.
To Create a Simple Loft Feature:
1. Create the planes required for the profile sketches
Each sketch should be on a different plane.
Lesson 10: Loft Features
429
2. Sketch a profile on the
first plane.
Lesson 10: Loft Features
430
Creating a Simple Loft Feature:
3. Sketch the remaining
profiles on their
corresponding planes.
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4. Click Loft
on the
Features toolbar.
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SolidWorks Teacher Guide and Student Courseware
Creating a Simple Loft Feature:
5. Select each profile.
6. Examine the preview
curve.
7. Click OK
.
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Lesson 10: Loft Features
Preview curve
! Neatness counts!
"
Select the profiles in order.
"
Click corresponding points on each profile.
"
The vertex closest to the selection point is used.
Lesson 10: Loft Features
432
Additional Information About Lofts:
! Review the curve in order to
address adjustments.
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! A preview curve connecting
the profiles is displayed.
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Neatness Counts!
Unexpected results occur when you don’t pick corresponding
points on each profile.
Lesson 10: Loft Features
433
Rebuild errors can occur if you select the
profiles in the wrong order.
Lesson 10: Loft Features
434
Neatness Counts!
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SolidWorks Teacher Guide and Student Courseware
To Create an Offset Plane:
1. Hold down Ctrl and drag the Front
plane in the direction you want the
offset to go.
Note:
Ctrl-drag is a common Windows technique
for copying objects.
2. The Plane PropertyManager appears.
3. Enter 25mm for Distance.
.
435
Lesson 10: Loft Features
4. Click OK
Lesson 10: Loft Features
436
Creating an Offset Plane – Results
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SolidWorks Teacher Guide and Student Courseware
Setting up the Planes
Additional offset planes are required.
! Plane2 is offset 25mm
from Plane1.
! Plane3 is offset 40mm
from Plane2.
! Verify the positions of the
planes.
Click View, Planes.
"
Double-click the planes to see
their offset dimensions.
437
Lesson 10: Loft Features
"
! The Loft feature is created with 4 profiles.
Lesson 10: Loft Features
438
Sketch the Profiles
! Each profile is on a separate plane.
To Create the First
Profile:
2. Sketch a square.
3. Exit the sketch.
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SolidWorks Teacher Guide and Student Courseware
1. Open a sketch on the Front
plane.
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SolidWorks Teacher Guide and Student Courseware
Best Practice
There is a better way to sketch a centered square:
1. Sketch a rectangle.
2. Sketch a centerline from
corner to corner.
3. Relate the centerline to the
origin with a Midpoint
relation. This keeps the
rectangle centered.
5. Dimension one side of the square.
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Lesson 10: Loft Features
4. Add an Equal relation to one horizontal and one
vertical line. This makes the rectangle a square.
1. Open a sketch on Plane1.
Lesson 10: Loft Features
440
Sketch the Remaining Profiles:
2. Sketch a circle and dimension it.
3. Exit the sketch.
5. Sketch a circle whose
circumference is coincident with
the corners of the square.
6. Exit the sketch.
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4. Open sketch on Plane2.
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SolidWorks Teacher Guide and Student Courseware
To Copy a Sketch:
1. Select Sketch3 in the FeatureManager design
tree or graphics area.
2. Click Edit, Copy or click Copy
on the Standard toolbar.
3. Select Plane3 in the
FeatureManager design tree or
graphics area.
Sketch4
A new sketch, Sketch4, is created on Plane3.
441
Lesson 10: Loft Features
4. Click Edit, Paste or click Paste
on the Standard toolbar
.
! External relations are deleted.
Lesson 10: Loft Features
442
More About Copying Sketches
! For example, when you copied Sketch3, the
geometric relations locating the center and
defining the circumference were deleted.
! Therefore, Sketch4 is underdefined.
! If you sketch a profile on the wrong plane, move it
to the correct plane using Edit Sketch Plane. Do
not copy it.
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! To fully define Sketch4, add a Coradial relation
between the copied circle and the original.
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SolidWorks Teacher Guide and Student Courseware
To Move a Sketch to a Different
Plane:
1. Right-click the sketch in the
FeatureManager design tree.
2. Select Edit Sketch Plane from the
shortcut menu.
3. Select a different plane.
.
443
Lesson 10: Loft Features
4. Click OK
The Loft feature blends the 4
profiles to create the handle of
the chisel.
1. Click Loft
Lesson 10: Loft Features
444
Loft Feature
on the Features toolbar.
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SolidWorks Teacher Guide and Student Courseware
Creating the Loft Feature:
2. Select each profile.
Click on each sketch in the
same relative location –
the right side.
3. Examine the preview
curve.
Preview curve
445
Lesson 10: Loft Features
The preview curve shows
how the profiles will be
connected when the loft
feature is created.
4. The sketches are listed in the Profiles
box.
Lesson 10: Loft Features
446
Creating the Loft Feature:
The Up/Down arrows are used to
rearrange the order of the profiles.
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SolidWorks Teacher Guide and Student Courseware
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.
5. Click OK
SolidWorks Teacher Guide and Student Courseware
Creating the Loft Feature:
Lesson 10: Loft Features
447
Lesson 10: Loft Features
448
A Second Loft Feature Creates the
Bit of the Chisel:
! The second Loft feature is composed of two
profiles: Sketch5 and Sketch6.
To Create Sketch5:
2. Open a sketch.
3. Click Convert Entities
4. Exit the sketch.
.
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SolidWorks Teacher Guide and Student Courseware
1. Select the square face.
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SolidWorks Teacher Guide and Student Courseware
To Create Sketch6:
1. Offset Plane4 behind
the Front plane.
Hold down Ctrl and drag
the Front plane in the
direction you want the
offset to go.
2. The Plane PropertyManager appears.
4. Click OK
.
449
Lesson 10: Loft Features
3. Enter 200mm for Distance.
5. Open a sketch on Plane4.
Lesson 10: Loft Features
450
To Create Sketch6:
6. Sketch a narrow rectangle.
7. Dimension the rectangle.
8. Exit the sketch.
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SolidWorks Teacher Guide and Student Courseware
1. Click Loft
on the Features toolbar.
2. Select Sketch5 in
the lower right corner
of the square.
3. Select Sketch6 in
the lower right corner
of the rectangle.
Sketch6
Preview
Sketch5
451
Lesson 10: Loft Features
4. Examine the preview
curve.
5. Click OK.
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SolidWorks Teacher Guide and Student Courseware
To Create the Second Loft Feature:
Lesson 10: Loft Features
452
Finished Chisel
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SolidWorks Teacher Guide and Student Courseware
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SolidWorks Teacher Guide and Student Courseware
Tips and Tricks
Remember best practices:
! Only two dimensions are
required for the narrow
rectangle.
! Use a centerline and a
Midpoint relation to center
the rectangle.
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Lesson 10: Loft Features
! This technique eliminates two dimensions and it
captures the design intent.
! You do not need
Sketch5 (the
sketch with the
converted edges of
the square face).
Lesson 10: Loft Features
454
Tips and Tricks
! Select the face near
the corner.
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SolidWorks Teacher Guide and Student Courseware
! Loft can use the face
as a profile.
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