SOLIDWORKS 2015: A Power Guide for Beginner and Intermediate Users

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1 SOLIDWORKS 2015: A Power Guide for Beginner and Intermediate Users The premium provider of learning products and solutions

2 SOLIDWORKS 2015: A Power Guide for Beginner and Intermediate Users Published by CADArtifex Copyright 2015 CADArtifex This textbook is copyrighted and the publisher reserves all rights. No part of this publication may be reproduced, stored in a retrieval system, transmitted, transcribed, stored in a retrieval system or translated into any language, in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise without the prior written permission of the Publisher. ISBN-13: ISBN-10: NOTICE TO THE READER The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work/text and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. Publisher does not guarantee any of the products described in the text or perform any independent analysis in connection with any of the product information contained in the text. No warranty may be created or extended by sales or promotional materials. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. Neither the publisher nor the author shall be liable for damages arising herefrom. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read. Examination Copies Textbooks received as examination copies in any form such as paperback and ebook are for review purposes only and may not be made available for student use. These files may not be transferred to any other party. Resale of examination copies is prohibited. Electronic Files The electronic file/ebook in any form of this textbook are licensed to the original user only and may not be transferred to any other party. Disclaimer The author has made sincere efforts to ensure the accuracy of the material described herein, however the author makes no warranty, expressed or implied, with respect to the quality, correctness, accuracy, or freedom from error of this document or the products it describes.

3 SOLIDWORKS 2015: A Power Guide > III Dedication First and foremost, I would like to thank my mom and dad for standing beside me throughout my carrier and writing this book. Heartfelt thanks goes to my wife and my sisters for having the patience with me and supporting me taking this challenge which reduced the time I could spend with them I would also like to acknowledge the efforts of the employees at CADArtifex for their dedication in editing the content of this textbook. It can be a difficult job making sure that a technical subject is treated properly.

4 Content at a Glance Part 1. Introducing SOLIDWORKS Basics and Drawing/Modifying Sketches Chapter 1. Introduction to SOLIDWORKS Chapter 2. Drawing Sketches with SOLIDWORKS Chapter 3. Editing and Modifying Sketches Chapter 4. Applying Geometric Relations and Dimensions Part 2. Creating 3D Models/Components Chapter 5. Creating First/Base Feature of a Solid Model Chapter 6. Creating Reference Geometries Chapter 7. Advanced Modeling I Chapter 8. Advanced Modeling II Chapter 9. Patterning and Mirroring Chapter 10. Advanced Modeling III Part 3. Working with Assemblies Chapter 11. Working with Assemblies I Chapter 12. Working with Assemblies II Part 4. Creating Drawings Chapter 13. Working with Drawing Index

5 Table of Contents Dedication... III Preface... XIII Part 1. Introducing SOLIDWORKS Basics and Drawing/Modifying Sketches Chapter 1. Introduction to SOLIDWORKS Installing SOLIDWORKS Getting Started with SOLIDWORKS Task Pane Standard Toolbar SOLIDWORKS Menus SOLIDWORKS Search Invoking New SOLIDWORKS Document Identifying SOLIDWORKS Documents Invoking Part Modeling Environment Command Manager FeatureManager Design Tree View (Heads-Up) toolbar Status Bar Task Pane Invoking Assembly Environment Invoking Drawing Environment Invoking Shortcut Menu Customizing Context toolbar of the Shortcut Menu Customizing CommandManager Saving Documents Opening Existing Documents Summary Questions Chapter 2. Drawing Sketches with SOLIDWORKS Invoking the Part Modeling Environment Invoking the Sketching Environment Understanding the Concept of Selecting Planes Specifying Units Specifying Grids and Snaps Settings Drawing Line Entities Example Hands-0n Test Drive Drawing Arc by Using the Line tool Example Hands-0n Test Drive Drawing Centerline

6 VI Drawing Midpoint Line Drawing Rectangle Corner Rectangle Center Rectangle Point Corner Rectangle Point Center Rectangle Parallelogram Drawing Circles Circle Perimeter Circle Drawing Arcs Centerpoint Arc Point Arc Tangent Arc Drawing Polygons Drawing Slots Straight Slot Center Point Straight Slot Point Arc Slot Centerpoint Arc Slot Drawing Ellipses Drawing Elliptical Arcs Drawing Parabola Drawing Conic Curve Drawing Splines Spline Equation Driven Curve Fit Spline Editing Spline Tutorial Tutorial Hands-0n Test Drive Summary Questions Chapter 3. Editing and Modifying Sketches Trimming Sketch Entities Extending Sketch Entities Offsetting Sketch Entities Mirroring Entities Mirroring Entities Using Mirror Entities tool Mirroring Sketch Entities Using Dynamic Mirror tool Patterning Sketch Entities Linear Sketch Pattern Circular Sketch Pattern Moving Sketch Entities Coping Sketch Entities

7 SOLIDWORKS 2015: A Power Guide > VII Rotating Entities Scaling Sketch Entities Stretching Entities Tutorial Tutorial Tutorial Hands-0n Test Drive Summary Questions Chapter 4. Applying Geometric Relations and Dimensions Understanding Geometric Relations Applying Geometric Relations Applying Geometric Relation by using Add Relation tool Applying Geometric Relation by using Pop-up toolbar Controlling Display of Geometric Relations Applying Dimensions Smart Dimension tool Applying Dimensions using Smart Dimension tool Horizontal Dimension and Vertical Dimension tools Ordinate Dimension tool Modifying Applied Dimensions Modifying Dimension Properties Different Sketch States Under defined Sketch Fully defined Sketch Over defined Sketch Tutorial Tutorial Tutorial Hands-0n Test Drive Hands-0n Test Drive Summary Questions Part 2. Creating 3D Models/Components Chapter 5. Creating First/Base Feature of a Solid Model Creating Extruded Base Feature Creating Revolved Base Feature Navigating 3D Model in Graphics Area Zoom In/Out Zoom To Fit Zoom to Area Zoom to Selection Pan Rotate

8 VIII Manipulating the Orientation of the Model Manipulating Orientation using View Orientation flyout Manipulating Orientation using Orientation dialog box Manipulating Orientation using View Selector Cube Manipulating the View Orientation using the Triad Changing Display Style of the Model Shaded With Edges Shaded Hidden Lines Removed Hidden Lines Visible Wireframe Changing View of the Model Shadows In Shaded Mode Perspective Ambient Occlusion Tutorial Tutorial Tutorial Hands-0n Test Drive Hands-0n Test Drive Summary Questions Chapter 6. Creating Reference Geometries Creating Reference Planes Creating Plane at an Offset Distance Creating Parallel Plane Creating Plane at an Angle Creating Plane Passing through three Points/Vertices Creating Plane Normal to a Curve Creating Plane at the middle of two Faces/Planes Creating Plane Tangent to a Cylindrical Face Creating Plane Parallel to the Screen Creating Plane Projected to Non-Planar Face Creating Reference Axis Creating Reference Coordinate System Creating Reference Point Tutorial Tutorial Tutorial Hands-0n Test Drive Summary Questions

9 SOLIDWORKS 2015: A Power Guide > IX Chapter 7. Advanced Modeling I Advance Options of Extruded Boss/Base tool Creating Cut Features Creating Extruded Cut Features Creating Revolve Cut Features Working with Different Type of Sketches Close Sketches Open Sketches Nested Sketches Intersecting sketch Working with Contours/Regions of a Sketch Projecting Edges on to the Sketching Plane Editing Features Measuring Distance between Entities/Faces Assigning Appearance/Texture Assigning Predefined Appearance/Texture Assigning Customizing Appearance Applying Material Applying Standard Material Applying Customize Material Properties Calculating Mass Properties Tutorial Tutorial Tutorial Hands-0n Test Drive Hands-0n Test Drive Summary Questions Chapter 8. Advanced Modeling II Creating Sweep Feature Creating Sweep Cut Feature Creating Loft feature Creating Loft Cut Feature Creating Boundary features Creating Boundary Cut Feature Creating Curve Feature Creating Projected Curves Creating Helical and Spiral Curves Creating Curves by Specifying XYZ Points Creating Curves by Selecting Reference Points Creating Composite Curve Splitting Faces of a Model Splitting faces by using Projection Method Splitting faces by using Intersection Method Creating silhouette split lines

10 X Creating 3D Sketches Tutorial Tutorial Tutorial Tutorial Hands-0n Test Drive Hands-0n Test Drive Summary Questions Chapter 9. Patterning and Mirroring Patterning Features/Faces/Bodies Creating Linear Pattern Creating Circular Pattern Creating Curve Driven Pattern Creating Sketch Driven Pattern Creating Table Driven Pattern Creating Fill Pattern Creating Variable Pattern Mirroring Feature Tutorial Tutorial Tutorial Hands-0n Test Drive Hands-0n Test Drive Summary Questions Chapter 10. Advanced Modeling III Working with Hole Wizard Adding Cosmetic threads Creating Fillets Creating Constant Radius Fillet Creating Variable Radius Fillet Creating Face Fillets Creating Full Round Fillet Creating Chamfer Creating Rib Features Creating Shell Features Tutorial Tutorial Tutorial Hands-0n Test Drive Hands-0n Test Drive Summary Questions

11 SOLIDWORKS 2015: A Power Guide > XI Chapter 11. Working with Assemblies I Understanding Bottom-up Assembly Approach Understanding Top-down Assembly Approach Creating Assembly using Bottom-up Approach Inserting Components using Begin Assembly PropertyManager Inserting Components using the Insert Component PropertyManager Understanding Degree of Freedoms Applying Relations or Mates Working with Standard Mates Working with Advanced Mates Working with Mechanical Mates Moving and Rotating Individual Components Moving Component using Move Component tool Rotating Component using Rotate Component tool Working with SmartMates Tutorial Tutorial Hands-0n Test Drive Summary Questions Chapter 12. Working with Assemblies II Creating Assembly using Top-down Approach Editing Assembly Components Editing Assembly Components within the Assembly Environment Editing Assembly Components in Part Modeling environment Editing Mates Patterning Assembly Components Creating Pattern Driven Pattern Creating Chain Component Pattern Mirroring Components Creating Assembly Features Suppressing or Unsuppressing Components Inserting Parts having Multiple Configurations Creating and Dissolve Sub-Assemblies Creating Exploded View Collapsing Exploded View Animating Exploded View Editing Exploded View Adding Explode Lines in an Exploded View Creating Bill of Material (BOM) in an Assembly Tutorial Hands-0n Test Drive Summary Questions

12 XII Chapter 13. Working with Drawing Invoking Drawing Environment using New tool Creating Model or Base View of a Model Invoking Drawing Environment from an Part/Assembly Environment Creating Model View Creating Projected View Creating 3 Standard View General Concept for Angle of Projection Defining Angle of Projection for a Drawing Editing Sheet Format Creating Other View Types Creating Section View Creating Auxiliary View Creating Detail View Creating Broken-out Section View Creating Break View Creating Crop View Creating Alternate Position View Applying Dimensions Applying Reference Dimensions Applying Driving Dimensions Modifying Driving Dimension Adding Notes Adding Surface Finish Symbol Adding Weld Symbol Adding Hole Callout Adding Center Mark Adding Centerlines Creating Bill of Material (BOM) Adding Balloons Adding Balloon Automatically Adding Balloon Manually Tutorial Hands-0n Test Drive Summary Questions

13 Preface SOLIDWORKS, developed by Dassault Systèmes SOLIDWORKS Corp., one of the biggest technology provider to engineering which offers complete 3D software tools that let you create, simulate, publish, and manage your data. SOLIDWORKS products are easy to learn and use, and work together seamlessly to help you design better products, faster, and more cost-effectively. The SOLIDWORKS focus on ease-of-use allows more engineers, designers, and other technology professionals than ever before to take advantage of 3D in bringing their designs to life. SOLIDWORKS delivers a rich set of integrated tools that are powerful and intuitive to use. It is a feature-based, parametric solid-modeling mechanical design, and automation software which allows you to create real-world 3D components and assemblies by using simple but highly effective tools. The 3D components and assemblies created in SOLIDWORKS can be converted into engineering 2D drawings with in few mouse clicks. You can also validate your designs by simulating their real-world conditions and assess the environmental impact of your products. SOLIDWORKS 2015: A Power Guide for Beginner and Intermediate Users textbook is designed for instructor-led courses as well as for self-paced learning. This textbook is intended to help engineers and designers who are interested in learning SOLIDWORKS for creating 3D mechanical design. It will be a great starting point for new SOLIDWORKS users and a great teaching aid in classroom training. This textbook contains of 13 chapters covering major environments of SOLIDWORKS: Part, Assembly, and Drawing which teaches you how to use the SOLIDWORKS mechanical design software to build parametric models and assemblies, and how to make drawings of those parts and assemblies. This textbook is not only focuses on the uses of tools/commands of SOLIDWORKS but also on the concept of design. Every chapter of this textbook contains tutorials which intend to help user to experience how things can be done in SOLIDWORKS step by step. Moreover, every chapter ends with hands-on test drives which allow users of this textbook to experience themselves the ease-of-use and powerful capabilities of SOLIDWORKS. Who Should Read This Book This book is written with a wide range of SOLIDWORKS users in mind, varying from beginner to advanced users and SOLIDWORKS instructors. Easy-to-follow chapters of this book allow you to easily understand different design techniques, SOLIDWORKS tools, and design principles.

14 XIV What Is Covered in This Textbook SOLIDWORKS 2015: A Power Guide for Beginner and Intermediate Users textbook will teach you everything you need to know to start using SOLIDWORKS 2015 with easy to understand explanation, step-by-step tutorials. This textbook covers: Chapter 1, Introduction to SOLIDWORKS, introduces SOLIDWORKS interface, different SOLIDWORKS environments, identifying SOLIDWORKS documents, various components of the initial screen of SOLIDWORKS, invoking and customizing shortcut menu, saving documents, and opening documents in SOLIDWORKS. Chapter 2, Drawing Sketches with SOLIDWORKS, introduces how to invoke Sketching environment, specify units system, grids and snaps settings. Also, introduces you various sketching tools such as Line, Arc, Circle, Rectangle, and Spline to draw sketches. Chapter 3, Editing and Modifying Sketches, introduces various editing and modifying operations such as trimming unwanted sketched entities, extending sketch entities, mirroring, patterning, moving, and rotating by using various editing/modifying tools available in the Sketching environment. Chapter 4, Applying Geometric Relations and Dimensions, introduces the concept of fully define sketches, creating fully define sketches by applying proper geometric relations and dimensions. Also, introduces different methods of applying geometric relations and various dimensions tools. You can modify the already applied dimensions and dimension properties such as dimension style, tolerance, and precision. This chapter also introduce you about different sketch states such as under define, fully defined, and over defined. Chapter 5, Creating First/Base Feature of a Solid Model, introduces how to create extruded and revolve base features by using the Extruded Boss/Base and Revolved Boss/Base tools. This chapter also introduces various navigating tools such as Zoom In/Out and Zoom To Fit. Also, this chapter introduces you how to manipulate the orientation of the model to the predefine standard views and custom views. Moreover, this chapter introduces you about changing the display style and view of the model. Chapter 6, Creating Reference Geometries, introduces that the three default planes: Front, Top, and Right may not be enough for creating models having multiple features therefore you need to create additional reference planes. In addition to creating additional reference planes, this chapter introduces you how to create reference axis, reference coordinate system and reference point by using their respective tools. Chapter 7, Advanced Modeling I, introduces advance options for creating extrude and revolve features. In addition to this, chapter introduces how to create cut features by using the Extruded Cut and Revolved Cut tools, how to work with different type of sketches such as close sketches, open sketches, and nested sketches. This chapter also introduces you about creating multiple features by using a single sketch having multiple contours/regions, projecting edges of the existing features on to the current sketching plane, editing individual feature of a model as per the design change. Moreover, this chapter introduces you how to measure distance and angle between lines, points, faces, planes, and so on by using the Measure tool, how to assign appearance/texture, and material properties to a model. You can also calculate mass properties of a model.

15 SOLIDWORKS 2015: A Power Guide > XV Chapter 8, Advanced Modeling II, introduces how to create sweep features, sweep cut features, loft features, loft cut features, boundary features, boundary cut features, curves, split faces, and 3D Sketches. Chapter 9, Patterning and Mirroring, introduces various patterning and mirroring tools. After the successfully completion of this chapter, you can create different type of patterns such as linear pattern, circular pattern, Curve Driven Pattern, and Sketch Driven Pattern. Also, you can create mirror features, faces, or bodies about an mirroring plane. Chapter 10, Advanced Modeling III, introduces how to create standard and customized holes such as counterbore, countersink, straight tap, and tapered tap as per the standard specifications. You have learn that cosmetic threads can be used to represent the real threads on holes, fasteners, and cylindrical features to avoid increase in the complexity of the model and improve overall performance of the system. This chapter also introduces you how to add constant and variable radius fillets. Moreover, this chapter introduces you how to create chamfer on the edges of the model, rib features from open or closed sketch, and shell feature with uniform or variable wall thickness. Chapter 11, Working with Assemblies I, introduces how to create assemblies by using bottom-up assembly approach. You can apply Standard, Advanced, and Mechanical mates to assembly the components with respect to each other. This chapter also introduces you how to move and rotate individual component within the Assembly environment, detect collisions between components of the assembly, and working with SmartMates for applying Standard mates. Chapter 12, Working with Assemblies II, introduces how to create assemblies by using the Top-down Assembly approach. You can also edit the individual component of the assembly within the Assembly environment or by opening it in the Part modeling environment. This chapter also introduces you how to edit the existing mates applied between the components of an assembly and create different type of patterns such as Linear Component Pattern, Pattern Driven Component Pattern, and Chain Component Pattern in Assembly environment. Also how to mirror components in the Assembly environment. This chapter also introduces you about creating assembly features, suppressing or unsuppressing components of an assembly, and inserting components in the Assembly environment having multiple configurations. You can also create and dissolve sub-assemblies within the Assembly environment. In addition to this, this chapter introduce you about creating, editing, or collapsing the exploded view of an assembly. You can also animate the exploded/collapse view of an assembly and add exploded lines in an exploded view and create bill of material (BOM) of an assembly. Chapter 13, Working with Drawing, introduces how to create 2D drawings from parts and assemblies. This chapter also introduces the concept of angle of projections, defining angle of projection for a drawing, and edit sheet format. In addition to this, chapter introduces you about applying reference and driving dimensions, adding notes, surface finish symbol, weld symbols, hole callouts, center mark, and centerlines in drawing views. In this chapter, adding bill of material (BOM) and balloons are also be introduced.

16 XVI Icons/Terms used in this Textbook This icons used in this textbooks are: Note Note: Tip Tip: Notes highlight information that requires special attention. Tips provide additional advice that increases the efficiency of the users. Flyout A Flyout list is the one in which a set of tools are grouped together, see Figure 1. Drop-down List A drop-down list is the one in which a set of options/methods are grouped together to perform a task, see Figure Rollout A rollout is the one in which drop-down list, fields, buttons, check boxes may available to specify various parameters, see Figure 2. A rollout can be in expanded form or collapsed form. You can expand/collapse a rollout by clicking on the arrows available on the right of its title bar.

17 SOLIDWORKS 2015: A Power Guide > XVII Field A Field is the one which allows you to enter new values or modify existing/default values, as required, see Figure 2. Check box A Check box is the one which allows you to turn on or off the uses of particular option. Also, it appears as a check box to tick mark particular option to turned it on, see Figure 2. Button A Button is the one which appears as a 3D icon and is used to turn on or off the uses of particular option on activating it. You can activate and diactivate a button by clicking on it. How to Contact the Author We welcome your feedback concerning SOLIDWORKS 2015: A Power Guide for Beginner and Intermediate Users textbook. We want to hear what you liked, what you didn t, and what you think should be in the next edition. And if you find any mistake, please tell us so that we can fix it on our errata page and in reprints. Please us at cadartifex@gmail.com or info@cadartifex.com. You can also login to our web site and write your feedback about the textbook. Thank you very much for purchasing SOLIDWORKS 2015: A Power Guide for Beginner and Intermediate Users textbook, we hope that the information and concepts introduced in this textbook will help you to accomplish your professional goals.

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