SOLIDWORKS. Assembly Modeling. Dassault Systèmes SolidWorks Corporation 175 Wyman Street Waltham, MA U.S.A.
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1 Assembly Modeling Dassault Systèmes SolidWorks Corporation 175 Wyman Street Waltham, MA U.S.A.
2 , Dassault Systemes SolidWorks Corporation, a Dassault Systèmes SE company, 175 Wyman Street, Waltham, Mass USA. All Rights Reserved. The information and the software discussed in this document are subject to change without notice and are not commitments by Dassault Systemes SolidWorks Corporation (DS SolidWorks). No material may be reproduced or transmitted in any form or by any means, electronically or manually, for any purpose without the express written permission of DS SolidWorks. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of the license. All warranties given by DS SolidWorks as to the software and documentation are set forth in the license agreement, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of any terms, including warranties, in the license agreement. Patent Notices 3D mechanical CAD and/or Simulation software is protected by U.S. Patents 6,611,725; 6,844,877; 6,898,560; 6,906,712; 7,079,990; 7,477,262; 7,558,705; 7,571,079; 7,590,497; 7,643,027; 7,672,822; 7,688,318; 7,694,238; 7,853,940; 8,305,376; 8,581,902; 8,817,028; 8,910,078; 9,129,083; 9,153,072; 9,262,863; 9,465,894; 9,646,412; 9,870,436; 10,055,083; 10,073,600 and foreign patents, (e.g., EP 1,116,190 B1 and JP 3,517,643). edrawings software is protected by U.S. Patent 7,184,044; U.S. Patent 7,502,027; and Canadian Patent 2,318,706. U.S. and foreign patents pending. Trademarks and Product Names for Products and Services:, 3D ContentCentral, 3D PartStream.NET, edrawings, and the edrawings logo are registered trademarks and FeatureManager is a jointly owned registered trademark of DS SolidWorks. CircuitWorks, FloXpress, PhotoView 360, and TolAnalyst are trademarks of DS SolidWorks. FeatureWorks is a registered trademark of HCL Technologies Ltd. 2019, Standard, Professional, Premium, PDM Professional, PDM Standard, Simulation Standard, Simulation Professional, Simulation Premium, Flow Simulation, CAM, Manage, edrawings Viewer, edrawings Professional, Sustainability, Plastics, Electrical Schematic Standard, Electrical Schematic Professional, Electrical 3D, Electrical Professional, CircuitWorks, Composer, Inspection, MBD, PCB powered by Altium, PCB Connector powered by Altium, and Visualize are product names of DS SolidWorks. Other brand or product names are trademarks or registered trademarks of their respective holders. COMMERCIAL COMPUTER SOFTWARE - PROPRIETARY The Software is a "commercial item" as that term is defined at 48 C.F.R (OCT 1995), consisting of "commercial computer software" and "commercial software documentation" as such terms are used in 48 C.F.R (SEPT 1995) and is provided to the U.S. Government (a) for acquisition by or on behalf of civilian agencies, consistent with the policy set forth in 48 C.F.R ; or (b) for acquisition by or on behalf of units of the Department of Defense, consistent with the policies set forth in 48 C.F.R (JUN 1995) and (JUN 1995) In the event that you receive a request from any agency of the U.S. Government to provide Software with rights beyond those set forth above, you will notify DS SolidWorks of the scope of the request and DS SolidWorks will have five (5) business days to, in its sole discretion, accept or reject such request. Contractor/ Manufacturer: Dassault Systemes SolidWorks Corporation, 175 Wyman Street, Waltham, Massachusetts USA. Copyright Notices for Standard, Premium, Professional, and Education Products: Portions of this software Siemens Product Lifecycle Management Software Inc. All rights reserved. This work contains the following software owned by Siemens Industry Software Limited: D-Cubed 2D DCM Siemens Industry Software Limited. All Rights Reserved. D-Cubed 3D DCM Siemens Industry Software Limited. All Rights Reserved. D-Cubed PGM Siemens Industry Software Limited. All Rights Reserved. D-Cubed CDM Siemens Industry Software Limited. All Rights Reserved. D-Cubed AEM Siemens Industry Software Limited. All Rights Reserved. Portions of this software HCL Technologies Ltd. Portions of this software incorporate PhysX by NVIDIA Portions of this software Luxology, LLC. All rights reserved, patents pending. Portions of this software DriveWorks Ltd. 2011, Microsoft Corporation. All rights reserved. Includes Adobe PDF Library technology Copyright Adobe Systems Inc. and its licensors. All rights reserved. Protected by U.S. Patents 5,929,866; 5,943,063; 6,289,364; 6,563,502; 6,639,593; 6,754,382; Patents Pending. Adobe, the Adobe logo, Acrobat, the Adobe PDF logo, Distiller and Reader are registered trademarks or trademarks of Adobe Systems Inc. in the U.S. and other countries. For more DS SolidWorks copyright information, see Help > About. Copyright Notices for Simulation Products: Portions of this software 2008 Solversoft Corporation. PCGLSS Computational Applications and System Integration, Inc. All rights reserved. Copyright Notices for PDM Professional Product: Outside In Viewer Technology, Oracle 2011, Microsoft Corporation. All rights reserved. Copyright Notices for edrawings Products: Portions of this software Tech Soft 3D. Portions of this software Jean-Loup Gailly and Mark Adler. Portions of this software Dconnexion. Portions of this software Open Design Alliance. All rights reserved. Portions of this software Spatial Corporation. The edrawings for Windows software is based in part on the work of the Independent JPEG Group. Portions of edrawings for ipad copyright Silicon Graphics Systems, Inc. Portions of edrawings for ipad copyright Apple Computer Inc. Copyright Notices for PCB Products: Portions of this software Altium Limited. Copyright Notices for Visualize Products: NVIDIA GameWorks Technology provided under license from NVIDIA Corporation. Copyright NVIDIA Corporation. All rights reserved. Document Number: PMT1902-ENG
3 Introduction About This Course Prerequisites Course Design Philosophy Using this Book About the Training Files Conventions Used in this Book Windows Use of Color Graphics and Graphics Cards Color Schemes More Training Resources Local User Groups Lesson 1: Advanced Mate Techniques Assemblies Assembly File Structure FeatureManager Design Tree Opening Assemblies File References File Reference Example File Names Solving Mates Subassembly Mates Find References Update Holders i
4 Advanced Mate Techniques Mate Shortcuts Case Study: Mate Shortcuts SmartMate while Adding Components SmartMate Cursor Feedback SmartMates from Within the Assembly Mate References Design Library Parts Capture Mate References Multiple Selection Mate References Multiple Mate Mode Width Free Mate Driven Mates Using Misaligned Mates Misalignment Types Copying Multiple Components Differences in Mating Case Study: Copy With Mates Using Copy with Mates Copy with Mate Options Investigating the Mates Fixed Components Summary: Inserting and Mating Components Adding Components Copying Components Inserting and Mating Simultaneously Mating Existing Components Selection Aids Advanced Mate Features Lock Rotation Case Study: Advanced Mate Features The Belt / Chain Assembly Feature Slot Mate Constraints Profile Center Mate Valid Faces for Profile Center Rack Pinion Mate Exercise 1: Mate References Exercise 2: Profile Center Mates Exercise 3: Slot Mates Exercise 4: Using Copy With Mates Exercise 5: Gear Mates ii
5 Lesson 2: Top-Down Assembly Modeling Top-Down Assembly Modeling Stages in the Process A Note of Caution Making Changes to Dimensions Case Study: Editing and Building In-context Adding Features In-context Indicators of Edit Component Appearance of Components While Editing Inserting a New Part into an Assembly Locating the New Part Component Virtual Parts Building In-context Features Common Tools Working Outside the Assembly Propagating Changes Saving Virtual Parts as External In-Context Features Update Holders External References Component Level Symbols Feature Level Symbols Out of Context Putting a Part Back Into Context Breaking and Locking External References External References External Reference Report Machine_Vise Design Intent InPlace Mates Removing External References Why Remove External References? Editing to Remove References Exercise 6: In-context Features Exercise 7: Top-Down Assembly Modeling Exercise 8: Removing External References iii
6 Lesson 3: Assembly Features and Smart Components Assembly Features and Smart Fasteners Case Study: Assembly Features Assembly Features Special Cases Standard Assembly Features Hole Series Time-Dependent Features Hole Series with an Existing Hole Smart Fasteners Fastener Defaults Smart Fasteners Settings Hole Series Components Changes to Existing Fasteners Smart Components Case Study: Smart Component Make Smart Component Inserting the Smart Component Inserting Smart Features Using Multiple Features and Components Using Auto Size Exercise 9: Assembly Features Extruded Cut Assembly Feature Exercise 10: Hole Series and Smart Fasteners Exercise 11: Level Assembly Exercise 12: Smart Components Exercise 13: Smart Components Lesson 4: Assembly Editing Assembly Editing Key Topics Editing Activities Design Changes Finding and Repairing Problems Information From an Assembly Case Study: Assembly Editing Component and Mate Level Errors Mate Errors Over Defined Mates and Components Finding an Over Defining Mate MateXpert Grouping Mates iv
7 Replacing and Modifying Components Working in a Multi-user Environment Replacing a Single Instance Mated Entities Converting Parts and Assemblies Parts into Assemblies Assemblies into Parts Parts into Parts Replacing Parts with Assemblies Replacing Components Using Save As Reloading Components Component Patterns Pattern Instances Linear Pattern and Rotate Pattern Driven Component Pattern Chain Pattern Mirroring Components Exercise 14: Assembly Errors Exercise 15: Mirror Component Exercise 16: Using a Pattern Driven Pattern Exercise 17: Using a Chain Pattern Lesson 5: Using Configurations with Assemblies Using Configurations with Assemblies Case Study: Assembly Configurations Creating Configurations Manually Configuration Properties Using the Modify Configurations Dialog Changing Configurations using the Context Toolbar Information from an Assembly Managing the Tree Display Assembly Evaluation Tools Case Study: Hole Alignment Introducing:Hole Alignment Controlling Dimensions in an Assembly Global Variables Assembly Equations Dimension Names in an Assembly Adding Equations Creating an Equality Equations With Functions Equation v
8 Comments Sensors Sensor Types and Alerts Dimension Sensors Dimension Proximity Sensors Using the Mate Controller Mate Positions Exercise 18: Using Modify Configurations Exercise 19: Assembly Configurations Exercise 20: Sensors and Assembly Equations Lesson 6: Display States and Appearances Display States Stored Display States Display States vs. Configurations Display Pane Display Pane Icons Bulk Selection Tools Using Selections Selection Methods Adding Display States Renaming Display States Copying a Display State Display State Toolbar Case Study: Display States Previewing Hidden Components Configurations and Display States Linked Display States Advanced Select Envelopes Using Envelopes Appearances, Materials and Scenes Appearances Menu Using RealView Graphics Changing Scenes Case Study: Appearances and Materials Modifying Texture Maps Materials Exercise 21: Display States Exercise 22: Display States, Appearances and Materials vi
9 Lesson 7: Large Assemblies Large Assemblies Key Topics Assembly Visualization Visualization Properties Elements of the Assembly Visualization Interface Editing and Adding Columns Lightweight Components Opening Lightweight Components After the Assembly is Open Indicators of Lightweight Status Best Practice Comparison of Component States Large Assembly Mode Case Study: Large Assembly Options Using SpeedPak SpeedPak from the ConfigurationManager SpeedPak from Top Level Assembly Using Simplified Configurations Suppressing Components Simplified Configurations Simplify Advanced Open Options Defeature Modifying the Structure of an Assembly Dissolving a Sub-assembly Creating a New Subassembly with Components Promoting and Demoting Components Flexible Subassemblies Using Folders Large Design Review Edit Assembly Mode Selective Open Comparison of Modes and Methods Tips for Faster Assemblies Appearance and Views Set Options Mate Considerations Drawing Considerations Exercise 23: Large Assembly Mode and Large Design Review Exercise 24: Working with Subassemblies Exercise 25: Flexible Subassemblies Exercise 26: Simplified Configurations vii
10 Lesson 8: Facility Layout Facility Layout Terminology Publishing an Asset Adding Assets to an Assembly Adding a Ground Plane Feature Using Magnetic Mates Arrow Direction Orientation Cycling Connection Points Editing Assets Connecting Different Assets Modeling Connection Point Geometry Using SpeedPak With Assets Exercise 27: Assets and Magnetic Mates Lesson 9: Using Treehouse Treehouse The Treehouse Window Treehouse Templates Template Icons and Properties Setting Treehouse Instances Setting Configurations in Treehouse Using List View Open in Excel Saving a Treehouse File Exporting Treehouse Data Opening Existing Assemblies Exercise 28: Using Treehouse With Existing Files viii
SOLIDWORKS. Assembly Modeling. Dassault Systèmes SolidWorks Corporation 175 Wyman Street Waltham, MA U.S.A.
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